Client Analyst (Cohoes)

Job Title: Client Analyst Work Location: 1Cohoes, NY Pay rate: $25/hour Job Description: We are currently looking for a bright, energetic, and friendly Client Analyst to support a busy and highly successful Executive 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 and have a passion to learn and grow in financial services. As the main point of contact in the client on-boarding process, responsibilities for the role include: • 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 various items relating to accounts • Special Investments and Private Equity requests • Fixed Income groups for keep/sell analyses and funding exceptions • Client Data Management for data management and updating of records • Initiating and tracking status of Annual Letter Mailings • 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 required • 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 • Completion and passing of the SIE is preferred, but not required.

If the role converts to a permanent seat at Client, it would be required to achieve the Series 7 & 66 Licenses, which would be sponsored by Client directly. • Experience in financial services is preferred but not required • Extremely organized and detail-oriented • Client service experience Benefits Info Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.