Top 1 Asset staffing Jobs

Finance - Asset and Wealth Management Client Analyst
Asset Staffing —Cohoes, NY
- From $24 an hour
- Temporary
- Microsoft Excel
- Microsoft Outlook
- Mid-level
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11d

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Finance - Asset and Wealth Management Client Analyst

Asset Staffing -
Cohoes, NY

Quick Apply

Job Details

Temporary
From $24 an hour
11 days ago

Qualifications

Customer communication
Microsoft Excel
Microsoft Outlook
Word embeddings
Executive administrative support
Administrative experience
Bachelor's degree
Client services experience
Financial services
Office experience

Full Job Description

Job Description:

Our client is seeking a bright, energetic, and friendly Client Analyst to support a busy and highly successful Executive 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.

Responsibilities:

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
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.
Experience in financial services is preferred but not required
Extremely organized and detail-oriented
Client service experience

Job Type: Temporary

Pay: From $24.00 per hour

Application Question(s):

Do you have prior experience within the financial services industry?

Work Location: In person

Quick Apply

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