Client Communications Analyst (Salt Lake City, UT)
Previous Job
Previous
Client Communications Analyst (Salt Lake City, UT)
Ref No.: 18-04871
Location: Salt Lake City, Utah
Position Type:Full Time/Contract
Start Date / End Date: 09/10/2018 to 02/28/2019
Paladin Consulting is currently hiring a Client Communications Analyst to join our team working onsite at our client's office located in Salt Lake City, UT.

We work with companies that offer environments for our employees to contribute, learn, and advance their career. We treat you like you are part of the family.

Job Title: Client Communications Analyst
Work Location: Salt Lake City, UT
Duration: Long-term contract
Education/Experience Required: Bachelor's Degree

Job Description:

The Client Communications team is a global team responsible for coordination and oversight of data integrity on PWM client statements as well as any ad-hoc communications sent to PWM clients. The team partners with PWM Operations, Management, Technology, Legal, and Compliance to ensure accurate and timely delivery of communications that comply with industry and government rules and regulations.

Responsibilities:
  • Liaise with PWM Business/Legal/Compliance/Technology and other PWM Operations groups to create and deliver PWM client statements as well as any ad-hoc PWM communications
  • Showcase your attention to detail by ensuring communications are consistently sent completely and accurately
  • Leverage your risk management skills as you identify controls that could be implemented to strengthen new or current processes
  • Collaborate with global team members and leadership to promote a positive and cooperative work environment
Skills & Qualifications:
  • Bachelor's degree
  • At least 2 years of work experience in Operations or related field
  • Strong interpersonal skills to work proactively with all levels including Sales and Clients
  • Ability to multi-task and prioritize accordingly
  • MS Office (Excel/Word/PowerPoint) proficiency
  • Ability to work effectively in a team environment
  • Ability to work independently and as a self-starter, as appropriate
  • Strong control focus and attention to detail
Preferred Qualifications:
  • Effective management and leadership skills (e.g., ability to multi-task, manage high-level stress environment, prioritize/follow-up)
  • Strong project management skills
  • Ability to quickly learn complex concepts and communicate them clearly and concisely
  • Very good communications and interpersonal skills
  • Understanding of the securities industry, knowledge of Wealth Management brokerage functions preferred
  • Strong commitment to quality controls and procedures
  • Master's degree preferred
  • Strong understanding of macros and VBA is a plus
For more information or to view other opportunities, visit us at www.paladininc.com.

Paladin is an EEOC employer. We drug test and background check!