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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # CW Analyst_ - **Company:** Spectraforce - **Location:** Cohoes, NY, United States - **Experience:** Experienced - **Contract:** Permanent contract - **Skills:** Microsoft Word, Microsoft Excel, Microsoft Outlook, Data Integration, Microsoft PowerPoint, Salesforce.Com, Data Management - **Published:** July 9, 2026 - **Apply:** http://leoforce.us/Careers/Spectraforce/JobDetails.html?jobid=6256b287-4586-4925-bb5e-221ccd69bc69&OrgId=1&UserId=2059 ## About the Role * Proficiency in Word, Excel, PowerPoint, and Outlook required * A minimum of 2-5 years of work experience in a professional corporate environment. * Strong written and verbal communication skills * Bachelor's degree required * Working knowledge of Word, Excel, Outlook, and PowerPoint * Ability to work in a fast-paced environment and think clearly under pressure * Excellent communications skills; team focused * Extremely organized and detail-oriented * Completion and passing of the SIE is preferred, but not required. * If the role converts to a permanent seat at the client, it would be required to achieve the Series 7 & 66 Licenses, which would be sponsored by the client directly. * Experience in financial services is preferred but not required * Extremely organized and detail-oriented * Client service experience ## Description * We are currently looking for a bright, energetic, and friendly Client Analyst to support a busy and highly successful Executive Wealth Management office within one of the most prestigious global financial services firms. * The ideal candidate would possess at least two years of administrative/operations support experience in a corporate environment and have a passion to learn and grow in financial services. * Client Analyst position is a 12-month contract working onsite at our client and has the potential to convert to a permanent position with the client provided that strong performance is displayed and there is a business need to justify conversion. As the main point of contact in the client on-boarding process, responsibilities for the role include: * Managing the pipeline of new business opportunities in Salesforce * Counseling on-boarding, data management and contracting * Preparing, submitting, and tracking of new accounts through to funding * Introducing clients and providing clients with an overview of website features * Monitor and resolve client billing and contract issues * Schedule client meetings and support counseling Quality requirements * Assist with tax season activities, including tax return quality control, estimated payments and e-filing * Prepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve issues * Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.) * Interface with internal groups to complete various investment and operational tasks, including various items relating to accounts * Special Investments and Private Equity requests * Fixed Income groups for keep/sell analyses and funding exceptions * Client Data Management for data management and updating of records * Initiating and tracking status of Annual Letter Mailings * Completion of call backs and knowledge-based authentication as required * Complete positive/negative consent client emails, handle exception tracking and comments * Regional subject matter expert for roll out of new policies/procedures or initiatives from Private Wealth Management or Operations * Request Morningstar reports from Private Wealth Management ## Related Videos - [You’re a great coder? 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