Client Services Reporting Analyst

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 systemsRequirements: 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 skillsCompensation65-80K DOEBonus eligible, comprehensive benefits, 3/2 hybrid once permCollaborative culture, high-caliber clientsBeacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.Company Profile:Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information:Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.We look forward to working with you.Beacon Hill. Employing the Future (TM)