Client Analyst (Wealth Management)

TL;DR

Client Analyst (Wealth Management): Supporting wealth management and client services teams by managing end-to-end client onboarding and investment operations with an accent on account administration and data management. Focus on resolving operational inquiries, maintaining Salesforce CRM records, and ensuring high-quality service delivery in a fast-paced environment.

Location: Onsite in Cohoes, NY

Salary: $25/hour

hirify.global is a professional staffing and workforce solutions provider.

What you will do

• Manage the end-to-end client onboarding process and maintain new business opportunities in Salesforce.
• Prepare, submit, and track investment account applications and asset transfers.
• Serve as the primary point of contact for operational client inquiries and meeting scheduling.
• Support tax season activities including quality control, estimated payments, and e-filing.
• Coordinate operational requests across internal departments and third-party accounts.
• Maintain accurate client records and assist with digital platform introductions.

Requirements

• Bachelor’s Degree required.
• 2–5 years of corporate administrative, operations, or client service experience.
• Strong proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint).
• Excellent written and verbal communication skills with a strong customer service orientation.
• Ability to work under pressure in a fast-paced environment.
• Must be able to work onsite in Cohoes, NY.

Nice to have

• Experience in Wealth Management, Banking, or Investment Operations.
• Proficiency with Salesforce CRM.
• Securities Industry Essentials (SIE) certification.

Culture & Benefits

• 12-month contract duration with potential for contract-to-hire.
• Opportunity to work in a professional, client-focused financial services environment.
• Exposure to diverse operational workflows including Private Equity and Fixed Income.