Client Services Analyst - Remote

Overview

The Client Services Analyst role at Performance Trust Capital Partners involves working closely with sales teams and clients to ensure efficient onboarding and account management while enhancing operational processes.

In Short

• Join a growing Client Services team at Performance Trust Capital Partners.
• Work on onboarding new clients and maintaining account accuracy.
• Collaborate with various departments to enhance process efficiencies.
• Engage with clients and sales teams for documentation and account updates.
• Prepare and send documentation for new account establishment.
• Assist with Due Diligence and Audit requests.
• Support clients with DocuSign and NetXinvestor navigation.
• Must be detail-oriented with strong communication skills.
• Experience in financial services is preferred.
• Opportunity for exposure across the firm.

Requirements

• Bachelor's degree required.
• Detail-oriented with excellent communication skills.
• Ability to work in a fast-paced remote environment.
• Experience in financial services at a broker dealer is a plus.
• Client-facing experience is advantageous.
• Experience in Client Services or Operations is beneficial.
• FINRA Series 7 licensed or willingness to obtain.
• Proficient in Microsoft Excel.

Benefits

• Medical, Dental, and Vision coverage.
• Health and Wellbeing programs.
• Voluntary Life Insurance and Long-term disability insurance.
• Retirement benefits.
• Employee Stock Ownership Plan.
• Pre-Tax Commuter benefits.
• Discounted Fitness memberships.
• Vacation/Personal Days and Holidays.
• Pre-tax Flex Spending Account and Health Savings Account.