Top 28751 Advisor client data Jobs

Lead Investment Systems Analyst - Client Reporting and Content -Knowledge of FactSet, Vermilion, or similar reporting platforms.- Remote
Yoh, A Day & Zimmermann Company —Boston, MA
- $52.50 - $75.00 an hour
- Contract
- Remote
- 7 years
- SQL
- Analysis skills
- Health savings account
- Disability insurance
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Client Success Advisor
SiteCare —Remote
- Full-time
- Mid-level
- Organizational skills
- Communication skills
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Client Relationship & Appointment Setter
Cambias Insurance Agency —Remote
- $17 - $20 an hour
- Full-time
- Microsoft Outlook
- Entry level
- Time management
- Paid training
- Disability insurance
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Financial Advisor
EFG —Remote
- $72,787 - $84,256 a year
- Full-time
- Remote
- Customer service
- Mid-level
- Finance
- Profit sharing
- Employee stock purchase plan
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Private Client Advisor
Henley & Partners - The Firm of Global Citizens® —Remote
- Full-time
- Marketing
- Data analysis skills
- Research
Sales Tax Onboarding Specialist (100% Remote Work)
TaxValet —Remote
- $65,000 a year
- Online Application
- Remote
- No experience needed
- Research
- Mid-level
- Profit sharing
- Disability insurance
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Client Relationship Specialist
Contoural, Inc. —Remote
- $65,000 - $80,000 a year
- Full-time
- Remote
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid training
- Health savings account
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10d
Paraplanner
Cambridge Investment Research —Remote
- $22 an hour
- Part-time
- Remote
- Research
- Mid-level
- Analysis skills
Client Success Advisor
Credit Connection, LLC —Remote
- Classroom
- Dealership
- Research
- Paid holidays
- Health insurance
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Payroll Client Advisor
HCM NVM —Las Vegas, NV
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- Analysis skills
- Paid training
- Health insurance
Quick Apply
10d
Technical Customer Success
RFG Advisory —Remote
- $85,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Client Success Consultant (Remote)
M3USA —Fort Washington, PA
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
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12d
AI Implementation Specialist
SMB Team —Philadelphia, PA
- $80,000 - $90,000 a year
- Email
- Remote
- Google Workspace
- Mid-level
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Senior Client Advisor - Financial Services
Infoverity —Remote
- Full-time
- Remote
- Mentoring
- Organizational skills
- Senior level
Retirement Plan Onboarding Specialist
Compass Retirement Consulting Group/Compass 360, LLC —Stratham, NH
- $60,000 - $70,000 a year
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- 401(k)
Client Solution Analyst
Norstella —Remote
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Health savings account
10d
Client Advisor
Compugen Systems, Inc. —Remote
- Remote
- Mid-level
- 3 years
- Business development experience
Quick Apply
Wireless Advisor
Ovation Wireless Management —Cornelius, NC
- Background check
- Writing skills
- Mid-level
- Profit sharing
- Health insurance
Exam Security Client Advisor
AscendLearning, LLC —Leawood, KS
- Hybrid work
- Nursing
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Coordinator, Client Services
Vestwell —King of Prussia, PA
- $50,000 - $55,000 a year
- Hybrid work
- Office
- Organizational skills
- Entry level
- Health insurance
Quick Apply

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Lead Investment Systems Analyst - Client Reporting and Content -Knowledge of FactSet, Vermilion, or similar reporting platforms.- Remote

Yoh, A Day & Zimmermann Company -
Boston, MA

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Job Details

Contract
$52.50 - $75.00 an hour

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Employee assistance program
Vision insurance
Referral program

Qualifications

Requirements design
SQL
Requirements analysis
System requirements definition
Master data management
Database software proficiency

Full Job Description

Please contact
Renu Goel
857-207-2676
[email protected]

This role is remote

Knowledge of FactSet, Vermilion, or similar reporting platforms.
Working with Investment data

Lead Systems Analyst – Client Content & Reporting
Overview
We are seeking a Lead Systems Analyst to support the design and delivery of client portal and client reporting capabilities. This role will focus on defining, sourcing, validating, and organizing investment data required to support reporting and client-facing content.
The successful candidate will serve as the bridge between investment teams, data teams, and external reporting partners to ensure complete, accurate, and timely information is available for reporting solutions.
Responsibilities

Define business and data requirements for client reporting and client portal initiatives.
Partner with investment, operations, technology, and reporting teams to identify required data elements.
Analyze and document data flows across multiple systems and platforms.
Ensure completeness, accuracy, and consistency of data used in client reporting.
Coordinate with external reporting providers and implementation partners.
Support development of reporting solutions by providing business requirements and data specifications.
Identify data quality issues and work with stakeholders to resolve gaps.
Create process documentation, requirements, and data mapping artifacts.
Serve as a trusted advisor to business stakeholders on reporting and data-related initiatives.

Qualifications

7+ years of experience in investment management, asset management, financial services, or related industries.
Strong understanding of investment data, reporting, and client servicing processes.
SQL, data analysis, and data governance experience.
Experience working with reference data, security master data, order management systems, and investment operations.
Ability to translate business requirements into actionable data and reporting specifications.
Strong analytical, communication, and problem-solving skills.
Self-starter capable of working independently in a dynamic environment.

Preferred Experience

Experience supporting client reporting, client portals, or investor communications.
Knowledge of FactSet, Vermilion, or similar reporting platforms.

Estimated Min Rate: $52.50
Estimated Max Rate: $75.00

What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
Health Savings Account (HSA) (for employees working 20+ hours per week)
Life & Disability Insurance (for employees working 20+ hours per week)
MetLife Voluntary Benefits
Employee Assistance Program (EAP)
401K Retirement Savings Plan
Direct Deposit & weekly epayroll
Referral Bonus Programs
Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice
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Lead Investment Systems Analyst - Client Reporting and Content -Knowledge of FactSet, Vermilion, or similar reporting platforms.- Remote

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