Client services analyst new york city manhattan - united states, newyork

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 excelcomplete invoices for premiumscorrespond with clients, advisors, and client relationship managers on inquiries about funds and the reports on fundsconduct portfolio reviewsanalyze fund performance and recommend changes to portfolio structure

qualifications:

2 years previous experience in financial servicesdetail orientedexperience working in excel and dealing with large data setsability to work collaboratively on a team as well as independently

compensation:

doe $55-65k

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.

company profile:

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.

learn more about beacon hill staffing group and our specialty divisions, beacon hill associates, beacon hill financial, beacon hill hr, beacon hill legal, beacon hill life sciences and beacon hill technologies by visiting www.beaconhillstaffing.com.

we look forward to working with you.

beacon hill. employing the future (tm)

more info: compensation: $55000 - $65000 per year employment type: full-time

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