Private Wealth Management Junior Client Analyst - Cohoes

Advantage xPO is currently looking for a bright, energetic and friendly Junior Client Analyst to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms.

The responsibilities of a Junior Client Analyst, a 12-month contract working onsite at our client location are:

* Assisting in the production of insurance applications;

* Requesting, tracking and securing medical information from practitioners/medical facilities;

* Assisting with scheduling insurance exams for clients;

* Daily production of detailed and efficient emails and letters;

* Updating, reviewing and maintaining proprietary databases, directories and files;

* Assisting with the production of enrollment materials for support purposes;

* Scanning and electronic filing of insurance documentation;

* Phone coverage for Underwriting & Case Management Unit

Qualifications:

* Associate's degree required; Bachelor's degree preferred

* Two to three years work experience in a professional office environment preferred

* Prior experience in the life insurance underwriting industry preferred

* Working knowledge of database management and Microsoft Office applications

* Ability to work effectively in a team environment

* Strong customer service skills

* Excellent written and verbal communication skills

* Exceptional interpersonal, communication, organizational skills

* Self-starting ability to handle multiple priorities effectively and efficiently

* Experience handling confidential and sensitive business matters and information with discretion

After you have applied, download our Staffmark Group WorkNOW App to receive real-time job offers and apply for additional opportunities. You can download it from the App Store or get it on Google Play.

Advantage xPO is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact your local branch. Advantage xPO is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.