Junior Client Services Analyst

Junior Client Services Analyst – Financial Services

Company Overview

• Our client is an established financial services organization providing investment management and related financial solutions to institutional and private market clients.
• The company is seeking a detail-oriented Junior Client Services Analyst to support its client operations and administrative processes. This opportunity offers exposure to financial services, account administration, data management, and internal business operations within a collaborative professional environment.
• The organization provides an opportunity for an early-career professional to develop technical and operational skills while gaining experience across multiple areas of the business.

Location, Compensation & Benefits

• Location: Chicago, IL – Downtown
• Work arrangement: Hybrid, 3 days per week in the office
• Base salary: $60,000–$65,000
• Annual bonus: 10% target
• Comprehensive benefits package

Why This Opportunity

• Excellent entry-level opportunity for a recent graduate or early-career professional interested in financial services
• Gain experience supporting client accounts, maintaining financial information, and coordinating operational activities
• Develop transferable skills across data management, account administration, reporting, and business operations
• Work alongside experienced professionals in a collaborative environment
• Gain exposure to multiple internal departments and understand how financial services organizations operate
• Build proficiency with financial systems, databases, and operational reporting tools

Position Overview

• The Junior Client Services Analyst will support the administration and maintenance of client accounts, financial information, and related operational records.
• The position involves reviewing account documentation, maintaining accurate information across internal systems, assisting with account setup and updates, and performing routine data verification and reconciliation activities.
• The successful candidate will collaborate with internal teams to ensure information is processed accurately, administrative requirements are completed on schedule, and client records remain organized and current.
• This position is well suited for an individual who enjoys detailed work, problem-solving, and developing an understanding of financial services operations.

Key Responsibilities

• Review and maintain client account records to ensure information is accurate, complete, and properly documented
• Assist with administrative activities associated with establishing and maintaining financial accounts
• Update client information, account details, and related records within internal databases
• Examine submitted documentation to identify missing information, inconsistencies, or items requiring clarification
• Coordinate with internal stakeholders to obtain outstanding materials and resolve account-related questions
• Support routine changes to account information and ensure updates are reflected consistently across relevant systems
• Verify financial and administrative data against supporting documentation
• Assist with reconciliation activities involving account information and financial transactions
• Investigate discrepancies and coordinate appropriate corrections with relevant departments
• Help prepare recurring operational reports and maintain supporting schedules
• Monitor assigned requests and follow established procedures to ensure timely completion
• Maintain organized records and documentation in accordance with internal operating standards
• Assist with data quality reviews and other activities designed to improve information accuracy
• Collaborate with colleagues across client services, finance, operations, and technology
• Support improvements to existing administrative processes and information-management procedures
• Participate in projects involving database updates, reporting enhancements, and workflow efficiencies
• Identify recurring processing issues and communicate potential improvements to team leadership
• Provide additional operational and administrative assistance as business needs evolve

Qualifications

• Bachelor's degree required, preferably in Accounting, Finance, Economics, Business, or a related field
• Approximately 0.6–2 years of professional experience; recent graduates are encouraged to apply
• Previous internship or entry-level experience in financial services, accounting, banking, business operations, or a related environment is beneficial
• Strong attention to detail and ability to identify inaccuracies in financial or administrative information
• Proficiency in Microsoft Excel and general Microsoft Office applications
• Comfortable learning new databases, business applications, and financial systems
• Strong organizational skills with the ability to manage multiple assignments and deadlines