Advantage xPO
is currently looking for a bright, energetic and friendly Client Analyst to support a busy and highly successful Private 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 the client, provided strong performance is displayed and there is a business need to justify conversion.
As the main point of contact in the client onboarding process, responsibilities for the role include:
- Managing the pipeline of new business opportunities in Salesforce
- Counseling onboarding, data management and contracting
- Preparing, submitting, and tracking of new accounts through to funding
- Introducing clients and providing clients with an overview of website features
- Monitoring and resolving client billing and contract issues
- Scheduling client meetings and supporting counseling quality requirements
- Assisting with tax season activities, including tax return quality control, estimated payments, and e-filing
- Preparing documents for third-party investment accounts; interfacing with the Data Integration team to resolve issues
- Completing required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.)
- Interfacing with internal groups to complete various investment and operational tasks, including account-related items
- Handling special investments and private equity requests
- Collaborating with Fixed Income groups for keep/sell analyses and funding exceptions
- Managing client data and updating records
- Initiating and tracking the status of annual letter mailings
- Completing class action lawsuit paperwork
- Performing callback and knowledge-based authentication as required
- Handling positive/negative client consent emails, exception tracking, and comments
- Serving as regional subject matter expert for new policies, procedures, or initiatives
- Requesting Morningstar reports from Private Wealth Management
Qualifications:
- Proficiency in Word, Excel, PowerPoint, and Outlook
- A minimum of 2-5 years of work experience in a professional corporate environment
- Strong written and verbal communication skills
- Bachelor's degree required
- Ability to work in a fast-paced environment and think clearly under pressure
- Excellent communication skills and a team-focused attitude
- Highly organized and detail-oriented
- Completion and passing of the SIE is preferred but not required
- If the role converts to a permanent position at the bank, obtaining Series 7 & 66 licenses will be required, sponsored by the bank
- Experience in financial services is preferred but not mandatory
- Client service experience is a plus
The base pay range listed above represents the low and high end of the expected salary range. Actual compensation may vary based on location, experience, and performance. This role offers a comprehensive benefits package, including medical, dental, vision, retirement plans, and more.
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About Advantage xPO
Advantage xPO is committed to equal employment opportunity and provides reasonable accommodations during the application and employment process. We are an E-Verify employer, and all employment decisions are made in accordance with applicable laws and regulations.