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.
|| Client Service Analyst
||Base and Bonus
||New York City, Midtown
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.
• 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
Strong oral and written communication and presentation skills
||Apply Now >>
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.