What are the responsibilities and job description for the Private Wealth Management Client Analyst - Cohoes position at Advantage xPO?
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.
Main point of contact in the client on-boarding process, including:
• 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: o Various items relating to accounts
o Special Investments and Private Equity requests
o Fixed Income groups for keep/sell analyses and funding exceptions
o 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 preferred
• 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
• Client service experience preferred
Salary : $49,900 - $52,000
