Private Client Servicing Analyst
Core
Support the full lifecycle of private client relationships by managing designated client accounts, ensuring accurate account servicing, and acting as an operational partner to Sales and Portfolio Management.
Role type
Private Client Servicing Analyst (Investment Operations)
Builds
Private client accounts and operational processes for wealth management clients
Domain
Wealth Management / Investment Operations
Required skills
Account administration, asset transfer coordination, tax reporting support, regulatory compliance, data reconciliation, stakeholder partnership, problem-solving, attention to detail
Preferred skills
Experience in financial services, wealth management, or investment operations
Technologies
Custody systems, accounting systems, brokerage platforms
Responsibilities
Review and establish domestic and international client accounts across custody and accounting systems; Reconcile custody and accounting systems to maintain data integrity; Coordinate asset transfers with brokerage firms, banks, and custodians; Assist with quality control reviews of client account data for tax reporting and regulatory filings; Serve as a key operational contact for Sales and Portfolio Management to resolve account-related inquiries; Provide support and oversight for offshore operational teams
Seniority
Entry-level to Mid-level, hands-on IC