Job: Client Service Analyst

Maxim Group Overview: Founded in 2002, Maxim Group is a leading full-service investment banking, securities and wealth management firm headquartered in New York. We provide a full array of financial services including investment banking; private wealth management; and global institutional equity, fixed income and derivative sales & trading, equity research and prime brokerage services to a diverse range of corporate clients, institutional investors and high net worth individuals.

Title Client Service Analyst
Categories Capital Markets
Salary Base and Bonus
Post Date 2015-04-01
Position Type Full Time
Job Location New York City, Midtown
Job Description

As a member of Maxim’s Prime Brokerage Services team, the analyst is responsible for developing and maintaining relationships with a number of complex institutional clients, requiring a thorough knowledge of the client’s business, portfolios and service needs.

Primary Responsibilities

• Perform daily break reconciliation, account administration, margin review, trade processing, accounting system reconciliation and reporting.
• Perform new account opening and on boarding of clients.
• Maintain a proactive client service focus in order to meet clients’ needs and increase revenues.
• Support sales team to develop client prospects from among current customers, referral leads and other sources. Assist as point person in client pitches, provide demos and input to proposals.


1-2+ years related operations or client service experience
Position will require early morning, evening and occasional weekend effort. Some travel will be required.
Bachelors Degree required

Preferred Skills and Experiences

Series 7
Strong oral and written communication and presentation skills

Apply Now >>

EEOC Statement: Individuals seeking employment at Maxim Group are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation.