INSTITUTIONAL SERVICE ANALYST

Base salary plus monthly/quarterly incentives plus annual bonus

This position is extremely visible and in due time can / will lead to other opportunities within the department and company.

• Provide service / sales support for highly active portfolio manager(s) and members of team
• Prepare correspondence for internal and external clients
• Daily review and maintenance of client accounts, including any changes or cash/security movements and insufficient funds for scheduled remittances
• Assist in the creation, coordination, and completion of team marketing material and client reporting
• Interact with internal departments to resolve any account discrepancies
• Process account openings/closings, transfers, address changes and other client requests
• Handle client inquiries regarding account information, online access, documentation and reporting
• Support administration for Institutional Separately Managed Accounts
• Prepare materials for Account Reviews across different business lines
• Answer, screen and route high volume of time sensitive phone calls; communicate accurate and detailed messages
• Perform ad hoc projects as needed

Qualifications:

Degree with 1-3+ years experience preferred, financial planners / advisors are encouraged to apply.

• Ability to prioritize and handle multiple tasks simultaneously in a fast-paced environment
• Strong time management, and organizational skills
• Proficiency in Microsoft Office software (e.g. Word, Excel, PowerPoint, and Outlook)
• Candidate needs to be team oriented and yet also be able to work independently with minimal guidance/ supervision
• Familiarity with Mutual Fund, UCITS, SMA, and Sub-Advised business lines
• Ability to effectively interact with people across all levels of the business.
• Ability to take initiative and meet clear deadlines
• Series 7 & 63/65 or 66 preferred

Job Type: Full-time

Pay: $80,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Education:

• Bachelor's (Preferred)

Experience:

• financial sales: 1 year (Required)

License/Certification:

• Series 7 (Required)

Work Location: Hybrid remote in New York, NY 10112