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Our client, a boutique independent life insurance brokerage located near Grand Central, is seeking a Temp to Perm Client Services Reporting Analyst to support monthly reporting, data reconciliation, and client communications. The candidate will not only learn about servicing life insurance for the wealthiest families in the country and providing highly complex reporting but also will develop task management and time management skills, effective communication skills, MS Excel Skills, and an exceptional attention to detail. The work is intellectually stimulating and challenging, and hard work is recognized and rewarded. Hours are Monday - Friday, 8:30am - 5:30pm with flexibility for overtime. After the temp period, which requires a 5 day/week in office presence, there is an opportunity to work a 3/2 hybrid schedule.

Responsibilities:

Prepare monthly and ad hoc client reports using ExcelAnalyze fund performance and conduct portfolio reviewsManage policy data and support premium invoicingLiaise with clients, advisors, and insurance carriersMaintain compliance and update internal systems

Requirements:

1+ year of experience or relevant internshipsIntermediate Excel skills (VLOOKUP, PivotTables, large datasets)Interest or experience in financial services, investments, or insuranceHigh attention to detail and strong numerical skills

Compensation

65-80K DOEBonus eligible, comprehensive benefits, 3/2 hybrid once permCollaborative culture, high-caliber clients A1427005NY-Temp_1754922196 To Apply for this Job Click Here