Client Services Analyst - Remote

Overview

The Client Services Analyst role at Performance Trust Capital Partners involves collaborating with sales teams and clients to manage account information and documentation, ensuring efficient onboarding and compliance.

In Short

• Join a leading independent investment bank.
• Work closely with sales teams and clients.
• Handle new account openings and updates.
• Ensure accuracy in client documentation.
• Participate in projects to enhance processes.
• Support clients with navigation of financial platforms.
• Collaborate across multiple departments.
• Detail-oriented and excellent communication skills required.
• Must obtain FINRA Series 7 license if not already licensed.
• Bachelor’s Degree required.

Requirements

• Experience in financial services at a broker dealer.
• Client-facing experience preferred.
• Experience in Client Services or Operations is a plus.
• Proficient in Microsoft Excel.
• Strong problem solving and prioritization skills.
• Ability to work in a fast-paced remote environment.
• Excellent communication skills.

Benefits

• Employee-owned company.
• Exposure across the firm.
• Collaborative work environment.
• Opportunities for professional growth.
• Supportive team culture.