Client Analyst

New York City



  • Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers or Associate Client Analysts on certain large client relationships.
  • Serve as a point of contact for day-to-day client service needs.
  • Develop a thorough understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.
  • Drive high client satisfaction through excellent customer service, prompt follow-up on client issues and proactive problem solving.
  • Partner with internal teams to execute new client onboarding and account transfers, and drive tactical account updates and maintenance tasks.
  • Manage cash balances daily, as well as provide private banking support across all accounts.
  • Collaborate with Client Treasury team members to process bill pay, investment funding, tax payments and all cash disbursement requests.
  • Partner with internal teams including investments, investment operations, client’s operations, and family office human resources to coordinate client service processes and workflows.
  • Embody company’s entrepreneurial spirit through active participation in cross-functional firm initiatives in support of the business.
  • Maintain accurate and up-to-date client records in CRM and other firm systems at all times, including project tracking and reporting, with a rigorous focus on data integrity.




  • 1 to 3yrs of experience at Wealth Advisory, Private Banking, or Operational Client Services role
  • Looking for candidates with cash mgmt., international and domestic wires, onboarding, accounting openings/closings, SOME experience with Asset/Alternative Asset Mgmt. products






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 10/20/2020
Salary $85,000 - $100,000 + bonus

    (2MB Max; allowed file formats: doc, docx, pdf, pptx, txt)

    characters left