Senior Analyst, Client Service - NY

Company: Jordan Park Group
Location: New York
Posted on: November 13, 2024

Job Description:

Senior Analyst, Client ServiceNew York, New York
Your Role
We are looking for a Senior Analyst on our Client Service team to support the growth of our firm.Primary responsibilities include:

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• Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships
  
• Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments
  
• Participate in working with custodian service teams to facilitate client activity
  
• Assisting experienced team members as a liaison with client's other trusted advisors such as accountants, attorneys, lenders and insurance advisors
  
• Creating and maintaining client and partner data in Salesforce and other systems
  
• Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing
  
• Managing risk and assisting the Firm in adhering to regulatory compliance and operational policies and procedures
  
• Assisting with managing cash positions, money movements, and private banking services for clients as needed
  
  About You
  
  • 
    
  • Have at least 2-3 years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office
    
  • Bachelor's degree preferred
    
  • Possess a service-oriented mindset and are motivated to help others
    
  • Are well-organized and deadline-driven
    
  • Are proactive and possess strong follow-up and organizational skills
    
  • Pay attention to the details and are accurate without losing sight of the big picture
    
  • Manage multiple priorities simultaneously
    
  • Enjoy collaborative environments and communicate effectively with a broad range of stakeholders
    
  • Enjoy solving problems - if you don't know the answer, you'll dig until you find it
    
  • Love taking on challenges and finding creative solutions
    
  • Doesn't get flustered easily
    
  • Are discreet in handling sensitive and confidential information
    
  • Work well independently and as part of a team
    
    Compensation & Benefits
    Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.
    The expected base salary for this role in New York, New York will range from $100,000 - $110,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
    Our benefits package includes:
    
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    • Medical, dental & vision insurance - 100% of premium covered for employees
      
    • 401k participation with employer contribution
      
    • Generous paid time off
      
    • Commuter benefits program (pre-paid tax dollars towards your commute)
      
    • Fitness Reimbursement
      
    • Annual Professional Development and Mindfulness Stipend
      
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Keywords: Jordan Park Group, Philadelphia , Senior Analyst, Client Service - NY, Accounting, Auditing , New York, Pennsylvania