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    Client Services Analyst - New York, United States - Coda Search│Staffing

    Coda Search│Staffing
    Coda Search│Staffing New York, United States

    Found in: Appcast Linkedin GBL C2 - 5 days ago

    Default job background
    Accounting / Finance
    Description

    Our client, a leading private equity firm, is looking to add a Client Services Analyst to their growing New York City team. The role itself will be a mix of Fund reporting, capital calls, interfacing with third party administrator, preparing client account summaries, and RFPs/ RFIs.

    The ideal candidate will have 1-3 years of experience in a client facing role.

    Requirements:

    • Bachelors degree
    • Experience working with CRM database systems; experience with Salesforce a plus
    • Strong Excel skills
    • Must be motivated, self-directed and proactive
    • Excellent organizational skills and strong attention to detail

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