Strategic Operations & Client Delivery Analyst

Citrin Cooperman; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

Citrin Cooperman is seeking an Analyst to join its Advisory Department in New York. The role supports client delivery, wealth management reporting, administrative services, and data entry across multiple systems.

You will coordinate annual filings, oversee workflows, and help ensure efficient service delivery with a focus on accuracy and professional discretion. The ideal candidate has at least three years of admin experience, strong communication, and the ability to manage competing deadlines

Qualifications

• Three years of administrative experience required.
• High school diploma or equivalent; college coursework preferred.
• Excellent interpersonal and communication skills.
• Strong attention to detail and accuracy.
• Proficiency with Microsoft Office and web research.
• Ability to troubleshoot and escalate issues.
• Team player with professional discretion.
• Overtime availability during busy periods.

Responsibilities

• Assist with client delivery activities and engagement letters.
• Support wealth management reporting and data handling.
• Provide administrative services for calendars, travel, and meetings.
• Enter data into information systems and maintain records.
• Coordinate annual non-tax filings with corporate services.
• Monitor client workflow and maintain status reports.
• Meet utilization targets and billable hours requirements.

Skills

Communication skills

Attention to detail

Time management

Problem solving

Teamwork

Flexibility

Microsoft Office

Web research

Education

High School diploma

College coursework preferred

Tools

Microsoft Office

Job description

Citrin Cooperman is seeking an Analyst to join its Advisory Department in New York. The role supports client delivery, wealth management reporting, administrative services, and data entry across multiple systems.

You will coordinate annual filings, oversee workflows, and help ensure efficient service delivery with a focus on accuracy and professional discretion. The ideal candidate has at least three years of admin experience, strong communication, and the ability to manage competing deadlines