Portfolio Analyst - Phoenix

Only for registered members Phoenix, United States

1 month ago

Default job background
Full time

Job summary

This position focuses on client onboarding,account management,and portfolio maintenance to ensure superior customer service and operational excellence.

Assist Relationship Managers with clientonboarding ensuring all documentationand compliance requirements are met.


Maintain and updateclient account information ensuring accuracyand timeliness in all systems.
Monitor portfolio activity and generate reports on account performance balancesand operational metrics.
  • Analyzeclient transaction patterns
  • Escalateanomalies or potential risks

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