Client Analyst

Advantage xPO is currently looking for a bright, energetic and friendly Client Analyst to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate would possess at least two years of administrative/operations support experience in a corporate environment.

The responsibilities of a Client Analyst working onsite at our client location are:

• Tax Assistance

• Gather charitable acknowledgment letters

• Pull tax documents from online portals (i.e. Desktop)

• Complete basis calculations (+ Interns)

• Review & summarize travel calendars

• Request Tax Checks

• Draft response to tax notices

• Forms Collection & Completion

• Prepopulate Subscription Documents

• Complete tax forms (W-4s, IT-2104s, IT204-LLs, etc.)

• Complete foreign reporting forms (FBARs & FATCA)

• Prepare Consent Forms & LOAs

• Other Miscellaneous:

• Draft Letters of Authorization

• Request various checks for invoices

• Create comprehensive logs for various AMs clients (i.e. mortgage logs, tax refund logs, etc.)

• Maintain a Project Tracker to keep all teams informed of workload

• Attend team meetings and trainings when appropriate

• Draft Estate Planning document summaries, when appropriate

• Handle the processing of Client Matters and potentially begin to develop critical analysis and thinking regarding

Qualifications:

• Proficiency in Word, Excel, PowerPoint and Outlook required

• A minimum of 2-5 years of work experience in a professional corporate environment

• Strong written and verbal communication skills

• Bachelor's Degree preferred but not required

• Enjoys working in a team environment

• Polished communication skills

• Ability to multi-task and work in a fast-paced environment

• Experience in the financial services industry

• Business professional environment and attire

• Possess critical thinking skills and good judgment

• Displays personal pride in work, always striving to do his/her best

• Chooses to always operate with integrity and transparency

The base pay range above represents the low and high end of the base compensation range we reasonably expect to pay for this position. Actual base compensation will vary and may be above or below the range based on various factors including, but not limited to, geographic location, actual experience, and job performance. This job posting is not a promise of any specific pay for any specific employee.

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