Client Analyst

Company: S3
Location: Morristown
Posted on: April 1, 2026

Job Description:

Job Description Client Analyst Location: Morristown, NJ (Onsite) Duration: 12 Months Pay Rate: $25.00/hr Overview We are seeking a detail-oriented and client-focused Client Analyst to join a centralized Client Service Team. This role plays a critical part in supporting Advisor teams and ensuring seamless service delivery to clients across onboarding, account management, tax support, and operational coordination. The ideal candidate is highly organized, thrives in a fast-paced environment, and brings strong communication and analytical skills. Key Responsibilities Client Onboarding & Data Management Support onboarding of new clients, ensuring accurate and timely account setup Maintain and update client data within internal systems Assist with client contracting and documentation processes Investment Account Processing Prepare, submit, and track new investment account applications Monitor accounts through funding and activation Coordinate with internal teams to resolve account-related issues Meeting Coordination Schedule and coordinate client meetings for Advisor teams Ensure timely and accurate communication with clients Tax Season Support Organize and manage tax documentation Track client consents and finalize tax returns Coordinate estimated payments and assist with e-filing processes Operational & Cross-Functional Collaboration Interface with internal departments to support investment and operational needs Assist with matters related to Special Investments and Private Equity Support Quality Control tracking and reporting metrics Qualifications Bachelor’s degree required 2–5 years of experience in a professional corporate environment Strong written and verbal communication skills Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook Ability to manage multiple priorities in a fast-paced environment Highly organized, detail-oriented, and team-focused Preferred: Experience in financial services, wealth management, or investment operations Ideal Candidate Service-oriented with strong client interaction skills Comfortable supporting advisors and investment professionals Detail-driven with strong follow-through Able to think clearly under pressure and meet deadlines

Keywords: S3, Knoxville , Client Analyst, Accounting, Auditing , Morristown, Tennessee