Job Title: Client Analyst
Location: Deerfield, IL
Duration: 12 Months + Possibility to Extend and/or Convert to FTE
Pay Rate: $25/HR (W2 Only)
Job/Role Description:
- Serve as an integral member of a centralized Client Service Team, providing operational and administrative support to advisor teams and clients.
- Support the onboarding of new clients by managing onboarding activities, maintaining accurate client data, and assisting with contracting procedures.
- Coordinate and schedule client meetings to support timely and effective communication between advisor teams and clients.
- Prepare, submit, and track new investment account applications through the funding process.
- Support tax season activities, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing.
- Collaborate with internal departments to complete investment and operational tasks related to client accounts.
- Assist with requests involving Special Investments and Private Equity.
- Support teams with tracking and reporting Quality Control metrics to help maintain high standards of client service.
- Maintain accurate documentation and ensure client-related requests are completed efficiently and accurately.
- Work effectively in a fast-paced, team-oriented professional environment.
Required Qualifications
- Bachelor’s degree required
- 2–5 years of professional work experience in a corporate environment
- Strong written and verbal communication skills
- Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook
- Ability to work effectively in a fast-paced environment and think clearly under pressure
- Strong organizational and time-management skills
- Excellent attention to detail
- Strong interpersonal and teamwork skills
- Ability to manage multiple priorities and deadlines
- Experience in financial services preferred, but not required