CW Analyst_USA_USD
Spectraforce
Morristown, New Jersey
2 hours ago
Job Description
Job Title: Client Analyst
Work location: Morristown, NJ
Contract duration: 12 months
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 communications skills; team focused
• Extremely organized and detail-oriented
• Experience in financial services is preferred but not required
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.
Work location: Morristown, NJ
Contract duration: 12 months
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 communications skills; team focused
• Extremely organized and detail-oriented
• Experience in financial services is preferred but not required
Applicant Notices & Disclaimers
- For information on benefits, equal opportunity employment, and location-specific applicant notices, click here
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.