Analyst/Associate - Centralized Business Services

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified checked Jun 13, 2026

Salary

$60K-$80K From the posting source checked Jun 20, 2026

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$78,856 U.S. median for this role

Projected growth (BLS Employment Projections)

+0.8% - Slower

11% below the BLS role benchmark for customer success aggregate.

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Customer Success From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Equity

Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Analyst/Associate - Centralized Business Services New York, NY Summary: As a member of a centralized client service group, the Private Client Service Analyst/Associate will provide onboarding and client service support to the Wealth Advisor, Portfolio Management and Trust Company teams. The Analyst/Associate will partner with Compliance, Business Control and Operations as a point of service contact to ensure a highly efficient and rewarding client experience. Responsibilities: Coordinate with the Private Wealth management teams to provide administrative and support services to new and existing clients. Establish new accounts for natural person and entity clients. Duties include: document preparation, KYC data gathering and review, performing quality control check before submission for approval, documentation, account funding and information follow up. Process account maintenance requests including: KYC updates (name changes, personal data updates, address changes, investment objective updates, etc.), control and interested party updates, and account updates such as margin, check writing, options, etc. Address internal/external client service inquiries/requests. Resolve issues in a timely manner and escalate complex issues as necessary Identify and flag suspicious activity to mitigate risk and prevent fraudulent account behavior and potential fraud exposure Review and process requests for fund disbursements, gifting securities, ACATs and DTC transfers. Provide support for eClient (online reporting portal), including assisting client with initial setup and subsequent general inquiries. Alternative and Private Equity subscription document and marketing material fulfillment Establish and maintain electronic third party data feeds Ad hoc projects as assigned by management Qualifications: Undergraduate degree with relevant financial services industry experience Series 7

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