Job Description

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.
• 2–5 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