A leading asset management firm in New York is seeking a Client Analyst to enhance sales team efficiency and improve data quality. The ideal candidate will support external wholesalers and manage client interactions. Responsibilities include reporting and operational tasks, requiring a Bachelor's degree and 1-3 years of relevant experience. A strong proficiency in Excel, PowerPoint, and Salesforce is essential. The position offers a salary range of $80,000-$95,000 along with a discretionary bonus and comprehensive benefits.
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