Client Service & Operations Analyst

Job Description
Our client is hiring a detail-oriented Client Service & Operations Analyst to support a high-priority client transition project while also contributing to ongoing client service and operational functions. This individual will play a critical role in ensuring a seamless onboarding experience for a large incoming firm and will continue supporting core client service workflows post-project.
Primary Responsibilities:
A. Client Service Project Support (Priority through end of May)
 • Lead preparation of Schwab/Fidelity paperwork for an incoming/merging firm (~500–700 households)
 • Ensure all documentation is completed accurately and on time for the end-of-May deadline
 • Organize and save all materials to designated folders for Technology team distribution
B. Ongoing Client Service & Operations Support (Post-Project)
 • Account Maintenance Support:
  ○ Handle overflow requests across the client service team (address changes, statement retrieval, b...

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