Job Title: Client Analyst
Work Location: Cohoes, NY
Pay rate: $24-25/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
.
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 conversio
n.
As the main point of contact in the client on-boarding process, responsibilities for the role inclu
de:
• Managing the pipeline of new business opportunities in Salesf
orce• Counseling on-boarding, data management and contrac
ting• Preparing, submitting, and tracking of new accounts through to fun
ding• Introducing clients and providing clients with an overview of website feat
ures• Monitor and resolve client billing and contract is
sues• Schedule client meetings and support counseling Quality requirem
ents• Assist with tax season activities, including tax return quality control, estimated payments and e-fi
ling• Prepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve is
sues• Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, e
tc.)• Interface with internal groups to complete various investment and operational tasks, including various items relating to acco
unts• Special Investments and Private Equity requ
ests• Fixed Income groups for keep/sell analyses and funding except
ions• Client Data Management for data management and updating of rec
ords• Initiating and tracking status of Annual Letter Mail
ings• Completion of call backs and knowledge-based authentication as requ
ired• Complete positive/negative consent client emails, handle exception tracking and comm
ents• Regional subject matter expert for roll out of new policies/procedures or initiatives from Private Wealth Management or Operat
ions• Request Morningstar reports from Private Wealth Manage
ment
Qualificat
ions:• Proficiency in Word, Excel, PowerPoint, and Outlook req
uired• A minimum of 2-5 years of work experience in a professional corporate environ
ment.• Strong written and verbal communication s
kills• Bachelor's degree req
uired• Working knowledge of Word, Excel, Outlook, and Power
Point• Ability to work in a fast-paced environment and think clearly under pre
ssure• Excellent communications skills; team fo
cused• Extremely organized and detail-ori
ented• Completion and passing of the SIE is preferred, but not requ
ired.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 dire
ctly.• Experience in financial services is preferred but not req
uired• Extremely organized and detail-ori
ented• Client service exper
ience
Benefit
- s InfoRussell 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 ve
ndors.
