Client Service Analyst - Alexandria, VA
Company: International Search Consultants
Location: Alexandria
Posted on: January 25, 2023
|
|
Job Description:
Our Client is a prominent and rapidly growing Multi-Family
Office and Wealth Manager with about 4B in AUM. Their clients
include high net worth individuals, families, institutions, trusts,
and foundations.The firm is looking for a Client Service Analyst to
join Alexandria office and work closely with their Chief Operating
Officer and Operations and Client Servicing teams. The role offers
tremendous long-term career development and continued growth
opportunities as they continue to expand.This individual will be
instrumental in building out processes, procedures and streamlining
of processes with a heavy emphasis on project management as the
Firm has grown significantly in the past five years and continues
to grow.This is an ideal position for someone with 1-3 years'
experience looking for an opportunity to learn, be exposed UHNW
clients with opportunities for continued professional development
and growth. Strong full package, including competitive base, yearly
bonus, and excellent benefits. Client Service Analyst
Responsibilities Include:
--- Carry out the day-to-day delivery of wealth advisory services
for Ultra High Net Worth Clients.
--- Complete projects involving analyzing client holdings and
investments including forecasting.
--- Conduct investment research regarding markets and
securities.
--- Interact with the Firm's Operations teams.
--- Partner with the Firm's custodians and internal Operations
teams to ensure requests are processed and handled correctly.
--- Assist with Portfolio rebalancing (document preparation, money
movements).
--- Prepare new account paperwork, contracts, and subscription
agreements.
--- Manage the opening and closing of accounts - this includes
SMA's and brokerage.
--- Prepare performance reports.
--- Handle KYC profile and searches.
--- Create client presentations including investment charts and
analysis as well as estate planning recommendations.
--- Manage cash and security movements, this includes, deposits,
withdraws, gifting, wires, journals. Client Analyst Rewards - If
you qualify for this opportunity, the Firm offers the below:
--- Collaborative, passionate and dedicated team. Excellent
corporate culture and a friendly, fun and exciting place to
work.
--- Excellent Growth Potential! The Firm is rapidly growing and
with that comes incredible opportunities for long-term career
growth.
--- Competitive base salary with a potential for a yearly bonus.
Client Service Analyst Requirements:
--- Bachelor's degree.
--- 1-3 years of Ultra-High-Net-Worth Client Servicing experience
within Private Wealth Management.
--- Advanced Microsoft Office skills with a heavy emphasis on
Excel. How to Apply:
Please contact Jaami Clement, Executive Recruiter, International
Search Consultants: jaamic@iscjobs.com , 888-866-6625. Referrals -
Do you know someone who may be a fit?
We gladly pay $500 for referrals that result in hire and keep all
referrals confidential, unless you ask us to use your name. We're
looking for sharp Client Service professionals and ideally
candidates that are not looking - who's name comes to mind?
Keywords: International Search Consultants, Alexandria , Client Service Analyst - Alexandria, VA, Professions , Alexandria, Virginia
Click
here to apply!
|