Private Wealth Management Client Analyst - Newport Beach Job at Advantage xPO, Newport Beach, CA

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  • Advantage xPO
  • Newport Beach, CA

Job Description

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 and have a passion to learn and grow in financial services.

Client Analyst position is a 12-month contract working onsite at our client and has the potential to convert to a permanent position provided that strong performance is displayed and there is a business need to justify conversion

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
  • 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
  • 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 the bank , it would be required to achieve the Series 7 & 66 Licenses, which would be sponsored by the bank directly.
  • Experience in financial services is preferred but not required
  • Extremely organized and detail-oriented
  • Client service experience

Job Tags

Permanent employment, Contract work, Work experience placement,

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