Client technical analyst job description

- With US$1 trillion in assets under management, they serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries

- You will work closely with Client Service Managers and be accountable for coordinating client-related activities

Client Analyst Responsibilities:

- Coordinate and conduct analysis of client portfolios

- Research and respond to day to day client (or their agent) directed questions including ad-hoc service and operational inquiries

- Capture and maintain client and consultant data in relevant internal systems

- Participate in various projects and cross-functional working groups related to the Client Service Management function

- Perform other tasks as appropriate

Client Analyst Qualifications:

- 2-5 years of professional experience within the investment management industry

- Bachelor’s Degree; CFA/MBA preferred

- Excellent communication skills, both oral and written

- Team player and has an ability to work independently

There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All PSG job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too.

Professional Staffing Group is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement & Fitness Device (Fitbit), Personal and Professional Development Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry.

• 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
• 2021-2022 Inc. 5000's List of Fastest Growing Companies
• 2022 Kansas City Business Journal's Best Places to Work
• 2021-2022 Los Angeles Business Journal's Best Places to Work
• 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
• 2021 Wichita Business Journal's Best Places to Work, #1 in extra-large category
• 2021 Denver Business Journal's Best Places to Work
• 2021 Dallas Business Journal's Best Places to Work
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
• 2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2021 Wichita Business Journal's Fastest Growing Companies List

~Entry Level Analyst, Client Processing~

Job Responsibilities:

* Performs routine and non-routine client service and transactional support functions.
* Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
* Processes account related transactions per scheduled events/client authenticated direction.
* Following established procedures, answers inquiries, and resolves problems or issues.
* Manages situations which may require adaptation of response or extensive research according to client response.
* Escalates more complex situations to senior colleagues.
* Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
* Performs complex operational tasks in a product or functional area.
* May be responsible for allocating and checking work of team members.
* May be responsible for specific supervisory review and approval actions.
* Contributes to the achievement of team objectives.

Job Qualifications:

* Bachelors degree or the equivalent combination of education and experience is required.
* 0-3 years of total work experience is preferred.
* Experience in brokerage processing is preferred.
* Applicable local/regional licenses or certifications as required by the business.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.