CW Analyst_USA_USD

IMCS Group Inc

Cohoes, NY

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JOB DETAILS

SKILLS

Administrative Skills, Analysis Skills, Authentication, Banking Services, Billing, Calendar Management, Communication Skills, Customer Relations, Customer Support/Service, Customer/Client Research, Data Management, Detail Oriented, Error Handling, Financial Services, Fixed Income Investments, Funding, Global Financial Markets, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Onboarding, Operational Support, Organizational Skills, Presentation/Verbal Skills, Private Wealth Management, Problem Solving Skills, Product/Service Launch, Project Tracking, Quality Control, Sales Analysis, Sales Pipeline, Salesforce.com, Series 7, Tax Returns, Wealth Management, Writing Skills

LOCATION

Cohoes, NY

POSTED

1 day ago

Job Title: Client Analyst
Work Location: 100 Coliseum Drive, Cohoes, NY 12047
Contract duration: 12 months
Pay rate: ***/hour

Job Description:
We are currently looking for 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.

Client Analyst position is a 12-month contract working onsite at our client and has the potential to convert to a permanent position with Client 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
" 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 Client, it would be required to achieve the Series 7 & 66 Licenses, which would be sponsored by Client directly.
" Experience in financial services is preferred but not required
" Extremely organized and detail-oriented
" Client service experience

About the Company

IMCS Group Inc

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