Client Transitions Analyst

Client Transitions Analyst responsible for supporting the operational aspects of client transition events, ensuring timely and consistent delivery of account opening documentation, and mitigating risk during the transition event process.

Requirements

• Broad and proven knowledge of the investment process, custody, fund operations, transfer agency functions, and securities knowledge including derivatives
• Excellent organizational, project planning, and execution skills
• Possess a high degree of analytical ability, strong business judgment and risk awareness
• Proficiency with the Microsoft Suite
• Excellent communication skills, and proven service delivery

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance