Job Description The Client Analyst serves as an integral member of our centralized Client Service Team, performing the following key responsibilities to support Advisor teams and clients:
Key Responsibilities Client Onboarding, Data Management, and Contracting: The Client Analyst supports the seamless integration of new clients by managing the on-boarding process, maintaining accurate client data, and handling contracting procedures. Meeting Coordination: Assists in scheduling client meetings as needed to ensure timely and effective communication between advisor teams and clients. Investment Account Processing: Prepares, submits, and tracks new investment account applications, overseeing the process through to the funding stage. Tax Season Activities: Manages a variety of tasks during tax season, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing. Internal Group Collaboration: Interfaces with internal departments to complete a range of investment and operational tasks. This includes addressing matters related to accounts, as well as handling requests involving Special Investments and Private Equity. Quality Control Metrics and Reporting: Assists teams in tracking and reporting on Quality Control metrics to help maintain high standards of service.
Qualifications
Bachelor’s degree required
A minimum of 2–5 years of work experience in a professional corporate environment
Strong written and verbal communication skills
Proficiency in Word, Excel, PowerPoint, and Outlook required
Ability to work in a fast-paced environment and think clearly under pressure
Excellent communication skills; team focused
Extremely organized and detail-oriented
Experience in financial services is preferred but not required
Applicant Notices & Disclaimers
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At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 25.00/hr.
