Client Analyst - Portfolio Management Group, Ayco Company, Latham, NY

Posted: 06/30/18 | 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. 

Provide analysis and support in the service and trading of PMG product client accounts 
Execute transactions involving the movement and maintenance of client assets in accordance with client instructions and Ayco/Goldman Sachs policies 
Maintain spreadsheets, records, reviews and reports for client portfolios 
Reconcile and verify account transactions for all assigned client portfolios, and distribute any necessary reports or statements 
Assist in the handling and disposition of transactions or other problems related to client portfolios 
Assist senior department staff/team leaders in responding to questions from clients, Ayco teams relating to client portfolios 
Perform any and all additional duties as assigned by the Senior Vice President, Director of Staffing and Operations, and Director of PMG 

Bachelor’s degree required 
Series 7 and 66 required within six 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 
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)

To apply:

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