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Client Analyst
1 month ago
Implement new client accounts
o Facilitate and track account transfers
o Monitor transfers of cash/securities to ensure completion
o Reconcile assets and cost basis at new custodian/account
• Manage tasks to effect portfolio reallocations according to instructions
provided by consulting staff, including:
o Buy or sell Mutual Funds, ETFs, stocks
o Raise cash from investment managers
o Transfer money among accounts
• Coordinate with custodial banks and separate account managers to establish
client accounts
o Review and approve contracts prepared by the Client Operations
Associate
o Send new client information sheets and any supporting documents to
the manager
o Arrange & facilitate movement of funds between client accounts,
money managers and custodians
• Review and approve wire instructions to/from hedge funds and other limited
Partnerships
• Facilitation of requests
o Willingness and ability to communicate with clients to carry out
administrative and routine requests from clients regarding wire
transfers, change of address and other matters
• Account Maintenance
o Perform updates to account profile information, including addresses,
legal titles, authorized signers, trustees, web access, reinvestment
options, beneficiaries, etc.
o Facilitate Interclass Exchanges and Corporate Actions processing
• Close client accounts
o Prepare all necessary paperwork
o Monitory any related transfers and reconcile as needed
o Monitor account closing process
• Perform other client portfolio duties and tasks as assigned
3+ years of experience in the financial or professional services industry
o Preferably in an operational or service capacity at a RIA, family office,
investment manager or brokerage firm
• Prior experience working with an investment custodian, broker/dealer, or
investment manager
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