Client Analyst

Job Title: Client Analyst

Job Type: 12-Month Contract

Location: Atlanta, GA 30326 (Onsite)

About the Role:

One of our prestigious financial services clients is seeking a bright, energetic, and customer-focused Client Analyst to support a busy Executive Wealth Management team. This is an excellent opportunity for professionals looking to build a long-term career within the financial services industry while gaining hands-on experience in client onboarding, operations, and wealth management support.

The ideal candidate will have 2–5 years of administrative or operations experience in a corporate environment, exceptional organizational skills, and a strong passion for client service.

Key Responsibilities:

• Manage the pipeline of new business opportunities using Salesforce.
• Coordinate client onboarding, data management, and contract processing.
• Prepare, submit, and track new account openings through funding.
• Introduce new clients and provide guidance on available online tools and platform features.
• Monitor and resolve client billing and contract-related issues.
• Schedule client meetings and support quality assurance activities.
• Assist during tax season with tax return quality control, estimated payments, and e-filing.
• Prepare documentation for third-party investment accounts and collaborate with internal teams to resolve issues.
• Process asset transfers and account service requests, including banking services, beneficiary updates, powers of attorney, and related documentation.
• Coordinate with internal operational and investment teams on account-related activities.
• Support requests involving Special Investments, Private Equity, and Fixed Income transactions.
• Maintain accurate client records and data updates.
• Coordinate annual client communications and mailings.
• Complete required client callbacks and authentication procedures.
• Manage client consent communications and exception tracking.
• Support implementation of new operational policies and procedures.
• Request and distribute investment research reports as needed.

Required Qualifications:

• Bachelor's degree required.
• 2–5 years of experience in an administrative, operations, or client support role within a professional corporate environment.
• Strong proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
• Excellent written and verbal communication skills.
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Team-oriented with outstanding client service skills.
• Strong analytical and problem-solving abilities.

Preferred Qualifications:

• Experience working in financial services, banking, wealth management, or investment operations.
• Prior client onboarding or account management experience.
• Knowledge of Salesforce or similar CRM platforms.
• Completion of the Securities Industry Essentials (SIE) exam is preferred but not required.