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: 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 require
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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.The pay rate for this position is $25.00/hr.
