Client Analyst

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
• 25 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