Client Analyst

Job Title: Client Support Specialist – Operations

Job Type: Contract (6 Months)

Location: Cohoes, NY 12047(Onsite)

Schedule: 40 Hours/Week

About the Opportunity:

One of our leading financial services clients is seeking an Operations Analyst – Client Services to support its Asset & Wealth Management team. This role is ideal for professionals with strong analytical abilities, exceptional attention to detail, and experience managing client-related operational processes in a fast-paced environment.

Key Responsibilities:

• Review and process pending client requests to ensure proper authorizations and supporting documentation are complete and compliant with internal policies.
• Monitor client policies proactively, including policy reviews, premium tracking, and ongoing maintenance activities.
• Schedule and coordinate client calls to review existing policies and address client inquiries.
• Perform team-specific operational and administrative tasks as requested by business stakeholders.
• Conduct quality reviews of completed work to ensure accuracy and adherence to established standards.
• Work across multiple systems and platforms to manage and maintain client information.
• Collaborate with internal teams to resolve policy-related issues and respond to inquiries.
• Support special projects and process improvement initiatives as assigned.
• Apply sound business judgment to identify unusual or potentially suspicious activities and escalate concerns appropriately.
• Adhere to all organizational policies and procedures, including quality assurance, client service, compliance, and information security requirements.

Required Qualifications:

• Bachelor’s degree required.
• Strong proficiency with Microsoft Office applications, including Excel, Word, Outlook, PowerPoint, and Windows-based systems.
• Excellent analytical, problem-solving, and decision-making skills.
• Outstanding attention to detail and commitment to accuracy.
• Strong written and verbal communication skills.
• Ability to collaborate effectively across multiple teams and organizational levels.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong organizational and time management skills.
• Self-motivated with the ability to work independently while maintaining confidentiality.
• Flexible and adaptable under changing business demands.

Preferred Qualifications:

• Active Life and Health Insurance License.
• Series 6 or Series 7 registration.
• Series 63 or Series 66 registration.
• Experience within financial services, wealth management, insurance operations, or client service environments.