Client Services Analyst

Beacon Hill - Job Details
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Client Services Analyst

New York, New York

|

Full Time Temp to Hire

|

$ 55,000 - $ 65,000 per year

New York, New York

Full Time Temp to Hire

$ 55,000 - $ 65,000 per year

January 20, 2023

|

Job ID: A1316845NY-Temp_1674230118

January 20, 2023

Job ID: A1316845NY-Temp_1674230118

Job Summary

Job Id: A1316845NY-Temp_1674230118 Apply Now

Our client, a boutique independent life insurance brokerage located in Midtown Manhattan, is seeking a Temp to Perm Client Services Analyst to join their team. This role requires someone to be in the office 3x per week. Hours are Monday - Friday, 8:30am - 5:30pm.

Responsibilities:

  • Work on monthly reporting cycles and adhoc reports in Excel
  • Complete invoices for premiums
  • Correspond with clients, advisors, and client relationship managers on inquiries about funds and the reports on funds
  • Conduct portfolio reviews
  • Analyze fund performance and recommend changes to portfolio structure

Qualifications:

  • 2 years previous experience in financial services
  • Detail oriented
  • Experience working in Excel and dealing with large data sets
  • Ability to work collaboratively on a team as well as independently

Compensation:

  • DOE $55-65k
A1316845NY-Temp_1674230118

Apply Now

Apply Now



About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™