3,463 Client Account Analyst Jobs Nationwide

Key Responsibilities * Develop and execute the production of marketing and product training materials * Work closely with Product/Brand managers...

The Family Office Advisory Senior Analyst supports high and ultra-high net worth clients by delivering personalized service across lifestyle...

This New York-based position will support due diligence for Corient’s Private Investment platform. This includes alternative investments across...

Innova Solutions has a client that is immediately hiring for a Technology Operations Analyst Position Type: Full-time (Contract-W2) Duration...

The Case Management Analyst is responsible for executing critical components of the Case Management process: quality assurance, case development...

Your Career What is a company’s “Attack Surface?” Attack Surface refers to all possible internet-facing access points that a bad actor can use to hack...

* Coordinate with Purchasing, Customs Brokers and Suppliers to ensure all foreign documents (receipts) follow US Customs laws/regulations...

* Assist brokers and clients with general inquiries and account set up * Ensure all new accounts are accurately inputted into system * Work closely...

Every position will come with competitive pay rates that are dependent upon experience, benefits, and the support of leadership that is deeply...

* Backlog Management : Own and manage the product backlog in Azure DevOps. * Write clear and actionable user stories with acceptance criteria *...

* Investor Communication & Support * Serve as a primary point of contact for investor inquiries related to account activity, performance, reporting...

* Health, dental, and vision insurance * Health Savings Account * Flexible Spending Account * 401(k) * Paid Time Off * Complimentary Benefits and...

Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements...

· Assist financial advisors and portfolio managers in handling investment management activities related to account administration, portfolio...

Interpretation of AML Risk standards, guidelines, policies and procedures. Make risk based determination through Quality Analysis whether...

As an HRIS Analyst in our Human Resources team, you will: * Act as a Workday HCM specialist, overseeing integrations and reporting to support HR...

* Perform functions relating to Personal Account Dealing, Code of Ethics, and Employee Compliance Attestations for the Americas region. * Review...

* Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm * Evaluate...

* Proactively lead portfolio evaluation/financial planning review efforts for new clients, collaborating with multiple teams at the firm *...

The Benefit Analyst is a role that supports the entire Employee Benefits Account Management team to execute the strategic deliverables for the...