Client Analyst

We are currently looking for a bright, energetic, and friendly Client Analyst to support a busy and highly successful Executive Wealth Management office within one of the most prestigious global financial services firms.

The ideal candidate would possess at least two years of administrative/operations support experience in a corporate environment and have a passion to learn and grow in financial services.

Client Analyst position is a 12-month contract working onsite at our client and has the potential to convert to a permanent position provided that strong performance is displayed and there is a business need to justify conversion.

Responsibilities

As the main point of contact in the client on-boarding process, responsibilities for the role include:

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  Managing the pipeline of new business opportunities in Salesforce

  
  
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  Counseling on-boarding, data management and contracting

  
  
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  Preparing, submitting, and tracking of new accounts through to funding

  
  
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  Introducing clients and providing clients with an overview of website features

  
  
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  Monitor and resolve client billing and contract issues

  
  
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  Schedule client meetings and support counseling Quality requirements

  
  
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  Assist with tax season activities, including tax return quality control, estimated payments and e-filing

  
  
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  Prepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve issues

  
  
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  Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.)

  
  
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  Interface with internal groups to complete various investment and operational tasks, including various items relating to accounts

  
  
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  Special Investments and Private Equity requests

  
  
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  Fixed Income groups for keep/sell analyses and funding exceptions

  
  
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  Client Data Management for data management and updating of records

  
  
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  Initiating and tracking status of Annual Letter Mailings

  
  
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  Completion of call backs and knowledge-based authentication as required

  
  
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  Complete positive/negative consent client emails, handle exception tracking and comments

  
  
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  Regional subject matter expert for roll out of new policies/procedures or initiatives from Private Wealth Management or Operations

  
  
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  Request Morningstar reports from Private Wealth Management

  
  

Qualifications

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  Proficiency in Word, Excel, PowerPoint, and Outlook required

  
  
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  A minimum of 2-5 years of work experience in a professional corporate environment

  
  
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  Strong written and verbal communication skills

  
  
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  Bachelors degree required

  
  
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  Working knowledge of Word, Excel, Outlook, and PowerPoint

  
  
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  Ability to work in a fast-paced environment and think clearly under pressure

  
  
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  Excellent communications skills; team focused

  
  
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  Extremely organized and detail-oriented

  
  
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  Completion and passing of the SIE is preferred, but not required

  
  
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  If the role converts to a permanent seat, it would be required to achieve the Series 7 & 66 Licenses, which would be sponsored by the client directly

  
  
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  Experience in financial services is preferred but not required

  
  
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  Extremely organized and detail-oriented

  
  
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  Client service experience