Job Description

Client Analyst 

Location: Morristown, NJ (Onsite)
Duration: 12 Months
Pay Rate: $25.00/hr

Overview

We are seeking a detail-oriented and client-focused Client Analyst to join a centralized Client Service Team. This role plays a critical part in supporting Advisor teams and ensuring seamless service delivery to clients across onboarding, account management, tax support, and operational coordination.

The ideal candidate is highly organized, thrives in a fast-paced environment, and brings strong communication and analytical skills.

Key Responsibilities

Client Onboarding & Data Management

• Support onboarding of new clients, ensuring accurate and timely account setup

• Maintain and update client data within internal systems

• Assist with client contracting and documentation processes

Investment Account Processing

• Prepare, submit, and track new investment account applications

• Monitor accounts through funding and activation

• Coordinate with internal teams to resolve account-related issues

Meeting Coordination

• Schedule and coordinate client meetings for Advisor teams

• Ensure timely and accurate communication with clients

Tax Season Support

• Organize and manage tax documentation

• Track client consents and finalize tax returns

• Coordinate estimated payments and assist with e-filing processes

Operational & Cross-Functional Collaboration

• Interface with internal departments to support investment and operational needs

• Assist with matters related to Special Investments and Private Equity

• Support Quality Control tracking and reporting metrics

Qualifications

• Bachelor’s degree required

• 2–5 years of experience in a professional corporate environment

• Strong written and verbal communication skills

• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook

• Ability to manage multiple priorities in a fast-paced environment

• Highly organized, detail-oriented, and team-focused

Preferred:

• Experience in financial services, wealth management, or investment operations

Ideal Candidate

• Service-oriented with strong client interaction skills

• Comfortable supporting advisors and investment professionals

• Detail-driven with strong follow-through

• Able to think clearly under pressure and meet deadlines