Client Analyst
hace 4 días
Cohoes
Job Title: Client Analyst Work Location: 1Cohoes, NY Pay rate: $25/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. 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 PowerPoint, • 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 Benefits Info Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.