Senior Client Admin Analyst

Responsibilities

• Facilitate overall on-boarding activities for institutional clients
• Support maintenance and off-boarding of client accounts
• Perform daily functions of independently leading the onboarding of client accounts
• Facilitate and ensure account activity is achieved with quality, accuracy and within established service levels
• Provide coordination across various business and operations teams
• Accountable for proactive identification of issues and developing solutions
• Ensure application of internal controls and compliance requirements
• Lead and perform special project work as needed
• Perform reporting tasks as needed
• Identify and implement process improvements to create efficiencies

• Associate's degree or equivalent
• 3 - 5 years experience
• Strong oral and written communications skills
• Ability to problem solve, investigate, and follow through to effective resolution
• Solid understanding of portfolio accounting/investment operations activities
• Ability to work effectively under pressure, meeting deadlines, and managing multiple priorities
• Ability to work with limited work direction and function effectively in a team environment
• Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States