STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!
This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.
“Beware of scams. S3 never asks for money during its onboarding process.”
Job Title: Client/Shareholder Services Analyst
Contract Length: 6+ Month contract
On Site Work
Location: Chicago, IL 60606
Pay: 33 per hr on W2
Ref# 246132
Role focused on onboarding and lifecycle management. This position is suited for individuals seeking to deepen service focus, relationship management skills, and knowledge of the asset management business. The role requires strong attention to detail, intellectual curiosity, and the ability to operate in a fast-paced, high-energy environment with significant cross-functional interaction.
This role involves communication with sales and service partners and is responsible for managing client onboarding and account management needs across sales territories, channels, and client types. The position interacts with multiple internal groups including Sales, Portfolio Management, Product Management, Oversight, and Legal/Compliance to support and enhance the client experience.
Key Responsibilities
- Manage client onboarding and account management activities across sales territories, channels, and client types
- Serve as a key point of contact for service, sales, and advisors during onboarding, account maintenance, and lifecycle processes
- Support inter-departmental coordination across Sales, Portfolio Management, Product Management, Oversight, and Legal/Compliance
- Perform due diligence on new and existing third-party distributors and intermediaries
- Support client lifecycle processes including onboarding, account maintenance, and related activities
- Assist with Customer Identification Program (CIP) and Know Your Customer (KYC) processes
- Conduct ad hoc operational tasks including red flag reviews, dealer terminations, and report monitoring
- Communicate effectively with internal stakeholders to support client service delivery
Required Qualifications
- Bachelor’s degree
Preferred Qualifications
- 0–3 years of relevant client service experience in a financial services environment
- Experience managing inter-departmental relationships in a service or operations capacity
- Experience with client onboarding, CIP, KYC, and lifecycle management processes
- Understanding of asset management products such as:
- Money Market Funds
- Mutual Funds
- Collective Trusts
- Separately Managed Accounts (SMA)
- Alternative Investments
- Strong analytical and problem-solving skills with attention to detail
- Strong organizational skills and ability to manage competing priorities
- Excellent written and verbal communication skills
- Strong client service orientation
- Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word)
Core Skills & Competencies
- Client onboarding and lifecycle management
- Relationship management and cross-functional coordination
- Attention to detail and analytical thinking
- Communication and stakeholder engagement
- Time management and prioritization
- Operational support and process execution
