Client Analyst
Cohoes, NY 
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Posted 9 days ago
Job Description


Start a new career with Advantage xPO. We are hiring an energetic and friendly Client Analyst for our premier client one of the most prestigious global financial services firms. Join our team at our partner company's location in Cohoes, NY, and get ready to kickstart an outstanding career with unmatched professional development, limitless benefits, and a passionate team that encourages you every step of the way.

Requirements:

  • 2+ years of experience in the financial services industry.
  • Proficiency in the use of Microsoft Office programs.
  • Excellent written and verbal communication skills.
  • Able to work efficiently in a fast-paced environment.

Client Analyst Responsibilities:

  • Foster a positive relationship with financial clients and use problem-solving skills/analytical thinking when assisting with client inquiries.
  • Assist with client taxes including requesting tax checks and drafting tax notices.
  • Gather documents from online portals.
  • Review and summarize travel calendars.
  • Prepare consent forms and LOAs.
  • Request checks for invoices.
  • Maintain accurate and organized documents.
  • Prioritize confidentiality of client information.

Salary | $49,500 - $52,000

Employee benefits include medical, dental, and vision insurance, life insurance, short-term disability, 401k plans, weekly pay available every Friday, referral bonus potential, and employee discount programs.

Unlock these incredible benefits by clicking 'Apply Now'. Our team is eager to connect with you and assist in launching your journey into this exciting new career opportunity!


The base pay range above represents the low and high end of the base compensation range we reasonably expect to pay for this position. Actual base compensation will vary and may be above or below the range based on various factors including, but not limited to, geographic location, actual experience, and job performance. This job posting is not a promise of any specific pay for any specific employee.


After you have applied, download our Staffmark Group WorkNOW App to receive real-time job offers and apply for additional opportunities. You can download it from the App Store or get it on Google Play.

About Advantage xPO

Advantage xPO is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Advantage xPO is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.


Staffmark makes all employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, ancestry, medical condition, age, marital status, national origin, citizen status, political affiliation, union membership, genetic information, physical or mental disability, veteran status, denial of medical or family leave, pregnancy or pregnancy disability leave or any other protected group status as defined by federal, state or local law. We will provide reasonable accommodations throughout the application or interviewing process. If you require a reasonable accommodation, contact us. Staffmark is an E-verify employer.

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Salary and Benefits
$49,500.00-$52,000.00
Required Experience
2+ years
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