What are the responsibilities and job description for the Client Analyst position at IMCS Group?
Job Title: Client Support Specialist – Operations
Job Type: Contract (6 Months)
Location: Cohoes, NY 12047(Onsite)
Pay Rate: $25/hour on W2
About the Opportunity:
One of our prestigious financial services clients is seeking a bright, energetic, and detail-oriented Client Analyst to support a high-performing Executive Wealth Management team. This role is ideal for professionals with administrative or operations experience who are eager to build a long-term career in financial services.
This is a 12-month onsite contract with strong potential for conversion to a permanent position based on performance and business needs.
Key Responsibilities:
As a Client Analyst, you will serve as a critical point of contact throughout the client onboarding and account management process. Responsibilities include:
- Manage new business opportunities and client onboarding pipelines in Salesforce
- Prepare, submit, and track new account documentation through funding
- Support onboarding, data management, and client contracting activities
- Introduce clients to online platforms and provide website feature overviews
- Monitor and resolve billing, account, and contract-related issues
- Schedule client meetings and coordinate administrative support
- Assist with tax season activities, including quality control, estimated payments, and e-filing
- Prepare documentation for third-party investment accounts and coordinate with internal teams
- Process asset transfers and account service requests, including:
Banking services
Letters of Authorization (LOAs)
Powers of Attorney (POA)
Beneficiary updates
- Collaborate with investment, operations, and data management teams to resolve account issues
- Support special investment and private equity requests
- Initiate and track annual client communications and mailings
- Complete callback and identity verification procedures
- Handle consent emails, exception tracking, and follow-up comments
- Serve as a regional subject matter expert for new policies, procedures, and initiatives
- Request and coordinate investment research reports
Required Qualifications:
- Bachelor’s degree required
- 2–5 years of experience in administrative, operations, client service, or financial support roles within a corporate environment
- Strong proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Excellent written and verbal communication skills
- Strong organizational skills and exceptional attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Team-oriented with a proactive and client-focused mindset
Preferred Qualifications:
- Experience in financial services, wealth management, banking, or investment operations
- Client onboarding and account management experience
- Familiarity with Salesforce or similar CRM systems
- Completion of the Securities Industry Essentials (SIE) exam is a plus
Salary : $25