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The Client Analyst supports the seamless integration of new clients, manages operational and administrative tasks, coordinates client communication, and collaborates across internal departments to deliver high-quality financial service solutions.
Client Onboarding, Data Management, and Contracting
Manage the client onboarding process to ensure a seamless integration.
Maintain accurate client records and data across internal systems.
Handle contracting procedures and associated administrative tasks.
Meeting Coordination
Assist in scheduling client meetings as needed.
Ensure timely and effective communication between advisor teams and clients.
Investment Account Processing
Prepare, submit, and track new investment account applications.
Oversee account setup through completion and funding.
Tax Season Operations
Organize tax data and document requirements.
Gather, track, and process client consents.
Finalize tax returns, coordinate estimated payments, and facilitate e-filing.
Internal Collaboration & Special Investments
Interface with internal departments to complete investment and operational deliverables.
Address account-related inquiries and process requests involving Special Investments and Private Equity.
Quality Control Metrics & Reporting
Assist teams in tracking and reporting Quality Control metrics.
Maintain high standards of service accuracy and client satisfaction.
Education: Bachelor’s degree required.
Experience: 2–5 years of work experience in a professional corporate environment; financial services experience preferred, but not required.
Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Communication & Collaboration: Strong written and verbal communication skills; highly team-focused.
Work Style: Extremely organized, detail-oriented, and able to think clearly and thrive in a fast-paced environment.