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:

• 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

• Bachelors 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, it would be required to achieve the Series 7 & 66 Licenses, which would be sponsored by the client directly

• Experience in financial services is preferred but not required

• Extremely organized and detail-oriented

• Client service experience