Senior Analyst - Relationship Management & Analytics

A leading insurance and investment firm in Boston is seeking a Senior Analyst for their Relationship Management team. This role involves ensuring data integrity in their CRM, preparing partner summaries, and supporting relationship planning efforts. The ideal candidate has 3-6 years of experience in relationship management or similar roles in financial services, strong analytical skills, and the ability to produce detailed reports. This position offers a chance to thrive in an inclusive environment that values collaboration and innovation.
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