Client Analyst

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 GS provided that strong performance is displayed and there is a business need to justify conversion

As the main point of contact in the client on-boarding process, responsibilities for the role include:

• Managing the pipeline of new business opportunities in Salesforce
• Counseling on-boarding, 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
• Monitor and resolve client billing and contract issues
• Schedule client meetings and support counseling Quality requirements
• Assist with tax season activities, including tax return quality control, estimated payments and e-filing
• Prepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve issues
• Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.)
• Interface with internal groups to complete various investment and operational tasks, including various items relating to accounts
• Special Investments and Private Equity requests
• Fixed Income groups for keep/sell analyses and funding exceptions
• Client Data Management for data management and updating of records
• Initiating and tracking status of Annual Letter Mailings
• Complete class action lawsuit paperwork
• Completion of call backs and knowledge-based authentication as required
• Complete positive/negative consent client emails, handle exception tracking and comments
• Regional subject matter expert for roll out of new policies/procedures or initiatives from Private Wealth Management or Operations
• Request Morningstar reports from Private Wealth Management

Qualifications:

• Proficiency in Word, Excel, PowerPoint, and Outlook required
• A minimum of 2-5 years of work experience in a professional corporate environment.
• Strong written and verbal communication skills
• Bachelor's degree required
• Working knowledge of Word, Excel, Outlook, and PowerPoint
• Ability to work in a fast-paced environment and think clearly under pressure
• Excellent communications skills; team focused
• Extremely organized and detail-oriented
• Completion and passing of the SIE is preferred, but not required.
• If the role converts to a permanent seat at the bank, it would be required to achieve the Series 7 & 66 Licenses, which would be sponsored by the bank directly.
• Experience in financial services is preferred but not required
• Extremely organized and detail-oriented
• Client service experience

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Advantage xPO is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact your local branch. Advantage xPO is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.