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
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Support onboarding of new clients, ensuring accurate and timely account setup
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Maintain and update client data within internal systems
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Assist with client contracting and documentation processes
Investment Account Processing
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Prepare, submit, and track new investment account applications
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Monitor accounts through funding and activation
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Coordinate with internal teams to resolve account-related issues
Meeting Coordination
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Schedule and coordinate client meetings for Advisor teams
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Ensure timely and accurate communication with clients
Tax Season Support
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Organize and manage tax documentation
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Track client consents and finalize tax returns
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Coordinate estimated payments and assist with e-filing processes
Operational & Cross-Functional Collaboration
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Interface with internal departments to support investment and operational needs
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Assist with matters related to Special Investments and Private Equity
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Support Quality Control tracking and reporting metrics
Qualifications
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Bachelor’s degree required
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2–5 years of experience in a professional corporate environment
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Strong written and verbal communication skills
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Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
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Ability to manage multiple priorities in a fast-paced environment
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Highly organized, detail-oriented, and team-focused
Preferred:
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Experience in financial services, wealth management, or investment operations
Ideal Candidate
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Service-oriented with strong client interaction skills
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Comfortable supporting advisors and investment professionals
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Detail-driven with strong follow-through
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Able to think clearly under pressure and meet deadlines