Finance -Asset & Wealth Management Client Analyst

Client Analyst

Client Analyst will support a busy and highly successful Executive Wealth Management office. 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. 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
• Experience in financial services is preferred but not required
• Extremely organized and detail-oriented Client service experience