Client Analyst - Counseling in Parsippany, New Jersey - Careers at Parsippany
Ayco, A Goldman Sachs Company
125 Janelle Blvd
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Overview A Client Analyst provides relationship management/support to clients and advisors by focusing on client service and team operations. CAs play an integral role on the team in tracking the pipeline of business growth opportunities and are the main point of contact with clients in managing the onboarding process, as well as the ongoing operational client experience. Responsibilities Main point of contact in the client on-boarding process, including: - Managing the pipeline of new business opportunities in SalesForce - Counseling on-boarding, data management and contracting - Preparing, submitting and tracking of new accounts through to funding - Introducing clients and providing clients with an overview of website features Monitor and resolve client billing and contract issues Schedule client meetings and support counseling Quality requirements Assist with tax season activities, including tax return quality control, estimated payments and e-filing Prepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve issues Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.) Interface with internal groups to complete various investment and operational tasks, including: - Various items relating to Goldman/Fidelity accounts - Special Investments and Private Equity requests - Fixed Income groups for keep/sell analyses and funding exceptions - Client Data Management for data management and updating of Ayco records Initiating and tracking status of Annual Letter Mailings Assisting teams with remediating exceptions to Client Profile Forms Complete class action lawsuit paperwork Completion of call backs and knowledge-based authentication as required Complete positive/negative consent client emails, handle exception tracking and comments Track changes to Ayco List of Mutual Funds and accounts that contain removed funds Regional subject matter expert for roll out of new policies/procedures or initiatives from Private Wealth Management or Operations Request Morningstar reports from Private Wealth Management Qualifications Bachelor's degree preferred Working knowledge of Word, Excel, Outlook and PowerPoint Ability to work in a fast-paced environment and think clearly under pressure Excellent communications skills; team focused Extremely organized and detail-oriented Client service experience preferred
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