Private Wealth Management Junior Client Analyst - Cohoes Job at Advantage xPO, Cohoes, NY

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  • Advantage xPO
  • Cohoes, NY

Job Description

Advantage xPO is currently looking for a bright, energetic and friendly Junior Client Analyst to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms.

The responsibilities of a Junior Client Analyst, a 12-month contract working onsite at our client location are:

• Assisting in the production of insurance applications;

• Requesting, tracking and securing medical information from practitioners/medical facilities;

• Assisting with scheduling insurance exams for clients;

• Daily production of detailed and efficient emails and letters;

• Updating, reviewing and maintaining proprietary databases, directories and files;

• Assisting with the production of enrollment materials for support purposes;

• Scanning and electronic filing of insurance documentation;

• Phone coverage for Underwriting & Case Management Unit

Qualifications:

• Associate’s degree required; Bachelor’s degree preferred

• Two to three years work experience in a professional office environment preferred

• Prior experience in the life insurance underwriting industry preferred

• Working knowledge of database management and Microsoft Office applications

• Ability to work effectively in a team environment

• Strong customer service skills

• Excellent written and verbal communication skills

• Exceptional interpersonal, communication, organizational skills

• Self-starting ability to handle multiple priorities effectively and efficiently

• Experience handling confidential and sensitive business matters and information with discretion

Job Tags

Contract work, Work experience placement,

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