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
Bachelors 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
