Account Analyst

Career Description

We are actively seeking an Account Analyst to join our talented team in our Albany, NY office. The Account Analyst will utilize CapAcuity’s proprietary asset-liability management (ALM) system and manage daily business protocols to effect timely, accurate and tax-efficient trading. The successful candidate will serve as the day-to-day point of contact for our clients on nonqualified benefit programs and associated funding strategies, which may include corporate-owned life insurance (COLI) or mutual funds. They will also coordinate and collaborate with CapAcuity’s senior consultants and investment team, our trustees and custodians, and our non-qualified plan recordkeepers and related platforms to help ensure an optimal service experience for our clients.

• Daily/monthly monitoring of assigned client asset management strategy
• Submission of trades as necessary tools to rebalance client asset portfolio
• Oversight of client reporting packages, including delivery
• Preparation of client account for asset liability management platform
• Development of new and ongoing relationships with trust partners, insurance carriers, and record-keepers
• Processing and monitoring of life insurance death claims
• Management of client relationships by communicating expectations, procedures, and timing standards
• Understand and convey the general functions and procedures to clients
• Process plan transactions on the record-keeping system, including client record updates, adjustments on postings of transactions while ensuring compliance with established quality standards
• Liaison with plan sponsors and custodians to help resolve issues with custodial accounts on behalf of plan sponsors
• Managing quality control and accuracy of plan reports
• Collaborate with various levels of management on escalated or key account issues
• Performing all other duties as needed

Required Skills and Qualifications:

• Series 6 or 7 Registered Representative designation or higher (or willingness to obtain such designation within 3-6 months from date of hire)
• Highly professional, organized and growth-oriented
• Strong interpersonal, client services and communication skills
• Highly computer literate with in-depth knowledge of MS office products, with emphasis on Excel
• Team player who can work collaboratively on projects as well as independently with minimal supervision
• Ability to effectively manage multiple priorities and deadlines
• A penchant for detail and accuracy

Preferred Skills and Qualifications:
• 3+ years of experience in accounting, finance, or financial services industry
• Experience with trading/trading processes
• Familiarity of nonqualified deferred compensation plans, corporate-owned life insurance, qualified retirement benefit plans, retail life insurance, or client/account management

Salary Range: $55,000 – $65,000
Hours: Full Time, Monday – Friday, 40 hours/week
Location: Albany, NY (on-site position)


Flexible Benefits Options

CapAcuity offers career growth opportunities and competitive compensation package that includes PTO, Health, Dental, Vision, 401(k), HSA, Disability, and Life Insurance

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