Client Analyst

The Client Analyst supports the seamless integration of new clients, manages operational and administrative tasks, coordinates client communication, and collaborates across internal departments to deliver high-quality financial service solutions.

Client Onboarding, Data Management, and Contracting

• 
  

  Manage the client onboarding process to ensure a seamless integration.

  
  
• 
  

  Maintain accurate client records and data across internal systems.

  
  
• 
  

  Handle contracting procedures and associated administrative tasks.

  
  

Meeting Coordination

• 
  

  Assist in scheduling client meetings as needed.

  
  
• 
  

  Ensure timely and effective communication between advisor teams and clients.

  
  

Investment Account Processing

• 
  

  Prepare, submit, and track new investment account applications.

  
  
• 
  

  Oversee account setup through completion and funding.

  
  

Tax Season Operations

• 
  

  Organize tax data and document requirements.

  
  
• 
  

  Gather, track, and process client consents.

  
  
• 
  

  Finalize tax returns, coordinate estimated payments, and facilitate e-filing.

  
  

Internal Collaboration & Special Investments

• 
  

  Interface with internal departments to complete investment and operational deliverables.

  
  
• 
  

  Address account-related inquiries and process requests involving Special Investments and Private Equity.

  
  

Quality Control Metrics & Reporting

• 
  

  Assist teams in tracking and reporting Quality Control metrics.

  
  
• 
  

  Maintain high standards of service accuracy and client satisfaction.

  
  

• 
  

  Education: Bachelor's degree required.

  
  
• 
  

  Experience: 2-5 years of work experience in a professional corporate environment; financial services experience preferred, but not required.

  
  
• 
  

  Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

  
  
• 
  

  Communication & Collaboration: Strong written and verbal communication skills; highly team-focused.

  
  
• 
  

  Work Style: Extremely organized, detail-oriented, and able to think clearly and thrive in a fast-paced environment.