Entry Level Analyst

Responsibilities: Set up new accounts, make changes to existing accounts, and close accounts that are no longer needed. Code data from new account forms into various internal systems. Perform maintenance functions on existing accounts. Assist internal clients throughout the account opening process and provide timely updates on account openings and maintenance. Work closely with Client Service teams to provide quick and accurate account setups. Escalate problem items and identify issues requiring additional attention or resolution. Monitor and identify incomplete and/or inconsistent information that may create risk to the firm or its clients. Research and resolve discrepancies to ensure accurate account setup and maintenance. Communicate professionally and constructively to effectively resolve issues and minimize risk and exposure. Provide superior client service while maintaining accuracy and attention to detail. Collaborate effectively as part of a team to support daily account management activities. Develop an understanding of how specific functions and workflows impact the broader organization. Contribute to division and firm-wide process improvement initiatives. Develop knowledge of internal systems and workflows and utilize this knowledge to identify opportunities for process improvements. Assist with developing and implementing process improvements designed to reduce risk and increase productivity. Develop an understanding of how various internal systems interact with one another. Demonstrate strong PC and system skills with the ability to quickly learn new applications and workflows. Identify, escalate, and resolve problems in a timely and effective manner. Manage time efficiently, prioritize multiple tasks, and meet deadlines in a fast-paced environment. Maintain strong organizational skills and a high level of attention to detail. Ability to multitask effectively while working under pressure and within established deadlines. Communicate professionally through strong verbal and written communication skills.