Client Administration Analyst

  • JCW
  • Los Angeles, CA, USA
  • Mar 26, 2020
Full time Admin-Clerical

Job Description

JCW is currently recruiting for a Global Asset Management firm in Los Angeles that is seeking a Client Administrative Analyst to join their client services team. The ideal candidate will have customer service experience in the financial services industry.

Responsibilities

  • Main point of contact for clients in support of any needs including tax requests, transfers, contact updates, report distribution, cash flow history requests, web access requests and more.
  • Process and maintain all client interactions
  • Support Marketing team

Requirements

  • 4+ years of customer service experience in financial services
  • Bachelors degree required
  • Experience with Microsoft Office and Salesforce ideal


For more information please reach out to Megan Harper at