Business Analyst I
New York, NY
The Prospect Management and Client Coverage Temporary Hire will support the team by reviewing all connectivity verification requests and assisting the team with additional data requests as they arise. The person's specific responsibilities will include:
- Executing connectivity account verification to determine existing accounts or relationships with key individuals or companies
- Handling coverage questions and assisting with conflict resolution
The ability to work effectively on a team, outstanding communication and interpersonal skills (both written and oral), an ability to understand and interpret numeric data, and a strong desire and commitment to understand the global wealth management business.