What are the responsibilities and job description for the Private Wealth Management Business Analyst position at Advantage xPO?
Job Overview
The Client Analyst role is a key position in the Private Wealth Management office at Advantage xPO. This dynamic individual will support the team by managing new business opportunities, counseling clients on data management and contracting, and preparing accounts for funding.
As the main point of contact for client onboarding, the Client Analyst will be responsible for monitoring billing and contract issues, scheduling meetings, and assisting with tax season activities. They will also interface with internal groups to complete various investment and operational tasks.
