CW Analyst_USA_USD

* Reopened from GSGJP. Avoid resubmitting candidates who have already been declined by the hiring manager or who interviewed but did not move forward.

Job Title:

Client Analyst

Work Location:

3550 Peachtree Road NE Suite 1000 Atlanta GA 30326
Contract duration: 12 months
Pay rate: ***/hour

Job Description:

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 with Client provided that strong performance is displayed and there is a business need to justify conversion.

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

" Managing the pipeline of new business opportunities in Salesforce
" Counseling on-boarding, data management and contracting
" Preparing, submitting, and tracking of new accounts through to funding
" Introducing clients and providing clients with an overview of website features
" Monitor and resolve client billing and contract issues
" Schedule client meetings and support counseling Quality requirements
" Assist with tax season activities, including tax return quality control, estimated payments and e-filing
" Prepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve issues
" Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.)
" Interface with internal groups to complete various investment and operational tasks, including various items relating to accounts
" Special Investments and Private Equity requests
" Fixed Income groups for keep/sell analyses and funding exceptions
" Client Data Management for data management and updating of records
" Initiating and tracking status of Annual Letter Mailings
" Completion of call backs and knowledge-based authentication as required
" Complete positive/negative consent client emails, handle exception tracking and comments
" Regional subject matter expert for roll out of new policies/procedures or initiatives from Private Wealth Management or Operations
" Request Morningstar reports from Private Wealth Management

Qualifications:

" Proficiency in Word, Excel, PowerPoint, and Outlook required
" A minimum of 2-5 years of work experience in a professional corporate environment.
" Strong written and verbal communication skills
" Bachelor s degree required
" Working knowledge of Word, Excel, Outlook, and Power Point
" Ability to work in a fast-paced environment and think clearly under pressure
" Excellent communications skills; team focused
" Extremely organized and detail-oriented
" Completion and passing of the SIE is preferred, but not required.
If the role converts to a permanent seat at Client, it would be required to achieve the Series 7 & 66 Licenses, which would be sponsored by Client directly.
" Experience in financial services is preferred but not required
" Extremely organized and detail-oriented
" Client service experience