Client Analyst - Investment Professionals Team

Posted: 08/10/17 | SHARE:


With a rich 40-year history in the areas of financial planning, education and investment services, Ayco develops and assists in implementing holistic financial solutions to help our clients achieve their goals. We believe in the power of human relationships to drive action, and a career with Ayco offers an opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and believe in creating many paths of opportunity. Through our supportive, diverse and innovative environment, Ayco is committed to the success of our associates. 

Ayco Private Wealth Management provides a variety of investment advisory, portfolio management and trading/account services directly to Ayco clients, and is a resource for Ayco's Advisors. We have an exciting opportunity for a Senior Administrator in our Ayco Private Wealth Management department in the Investment Professionals Group. The primary function of this position is to provide support to the Investment Professionals (IP), and IP client accounts. This may include preparation of specialized reports, resolving issues, insuring proper execution of client and Account Manager instructions, and responding to clients and Account Managers on investment related issues. 

  • Provide analysis and support for client investment accounts Facilitate and execute transactions in accordance with client and IP instructions and consistent with internal policies and procedures 
  • Prepare meeting materials and create customized reports to address client needs as required by the IP and/or the client
  • Oversee the establishment of client files in accordance with required guidelines
  • Assist in the resolution and disposition of time sensitive client service issues 
  • Assist in responding to questions from clients, Ayco Account Managers and their teams relating to IP client accounts
  • Obtain and provide research on investment products from available resources including PWM Desktop, Ayco Investment Planning Group, Goldman Sachs Investment Services Group and any available hard copy references as directed
  • Perform any and all additional duties as assigned by the Senior Vice President and/or Ayco PWM Management team


  • Bachelor's degree required 
  • Series 7 & 66 required within 6 months of hire 
  • Prior client service or investment account related experience preferred 
  • Must have demonstrated the ability to be detail-oriented, self-motivated and capable of working in a team environment 
  • Demonstrated excellent verbal and written communication skills 
  • Demonstrated ability to multi-task in a fast-paced environment and think clearly under pressure 
  • Proficiency in Microsoft Office programs (ex. Outlook, Excel and Word)

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