What are the responsibilities and job description for the Senior Analyst, Client Service - NY position at Jordan Park Group?
Senior Analyst, Client Service
New York, New York
Your Role
We are looking for a Senior Analyst on our Client Service team to support the growth of our firm. Primary responsibilities include:
- Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships
- Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments
- Participate in working with custodian service teams to facilitate client activity
- Assisting experienced team members as a liaison with client’s other trusted advisors such as accountants, attorneys, lenders and insurance advisors
- Creating and maintaining client and partner data in Salesforce and other systems
- Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing
- Managing risk and assisting the Firm in adhering to regulatory compliance and operational policies and procedures
- Assisting with managing cash positions, money movements, and private banking services for clients as needed
About You
- Have at least 2-3 years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office
- Bachelor's degree preferred
- Possess a service-oriented mindset and are motivated to help others
- Are well-organized and deadline-driven
- Are proactive and possess strong follow-up and organizational skills
- Pay attention to the details and are accurate without losing sight of the big picture
- Manage multiple priorities simultaneously
- Enjoy collaborative environments and communicate effectively with a broad range of stakeholders
- Enjoy solving problems - if you don’t know the answer, you’ll dig until you find it
- Love taking on challenges and finding creative solutions
- Doesn’t get flustered easily
- Are discreet in handling sensitive and confidential information
- Work well independently and as part of a team
Compensation & Benefits
Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.
The expected base salary for this role in New York, New York will range from $100,000 - $110,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Our benefits package includes:
- Medical, dental & vision insurance – 100% of premium covered for employees
- 401k participation with employer contribution
- Generous paid time off
- Commuter benefits program (pre-paid tax dollars towards your commute)
- Fitness Reimbursement
- Annual Professional Development Stipend
Salary : $100,000 - $110,000
