L
2 hours ago
Contract
New Jersey
United States
Client Analyst

Location: Morristown, NJ (Onsite) Duration: 12-Month Contract Pay Rate: $25/hour

Position Overview

We are seeking a detail-oriented Client Analyst to join a centralized Client Services team supporting financial advisors and client operations. This position plays a critical role in client onboarding, investment account administration, operational support, and relationship management while ensuring exceptional client service and operational accuracy.

The ideal candidate is highly organized, customer-focused, and thrives in a fast-paced professional environment. Financial services experience is preferred but not required.

Key Responsibilities Client Onboarding & Account Administration
  • Coordinate and manage the client onboarding process.
  • Maintain accurate client records and documentation.
  • Support client contracting and account documentation.
  • Ensure data integrity across internal systems.
Investment Operations
  • Prepare, submit, and monitor new investment account applications.
  • Track account openings through funding.
  • Support account maintenance and operational requests.
  • Coordinate with internal departments regarding investment accounts and operational activities.
Client Service Support
  • Schedule client meetings and coordinate calendars.
  • Serve as a liaison between advisor teams and internal operational departments.
  • Provide exceptional customer service while responding to client and advisor inquiries.
Tax Season Support
  • Organize tax documentation.
  • Collect and track client authorizations and consents.
  • Coordinate estimated tax payments.
  • Assist with e-filing and tax return processing.
Reporting & Quality Control
  • Track quality control metrics.
  • Assist with reporting and operational dashboards.
  • Support continuous process improvement initiatives.
  • Maintain compliance with established procedures.
Required Qualifications
  • Bachelor's Degree required.
  • 25 years of professional corporate experience.
  • Strong organizational and multitasking abilities.
  • Excellent written and verbal communication skills.
  • Strong attention to detail.
  • Ability to prioritize work in a fast-paced environment.
  • Strong customer service orientation.
  • Team-focused with excellent interpersonal skills.
  • Proficiency with: Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
Preferred Qualifications
  • Financial Services experience.
  • Wealth Management experience.
  • Investment Operations experience.
  • Banking or Financial Advisory support.
  • Client Services experience.
  • Investment account processing.
  • Operations or administrative support.
  • CRM experience.
Desired Skills
  • Client Onboarding
  • Client Relationship Management
  • Investment Operations
  • Account Administration
  • Operational Support
  • Financial Documentation
  • Tax Support
  • Quality Control
  • Microsoft Office Suite
  • Data Management
  • Process Coordination