Client Service Analyst

Client Service Analyst – Contract – 12 Months. Hybrid in Deerfield, IL. Hourly: $25/hr. Must Haves / Qualifications Proficiency in Word, Excel, PowerPoint, and Outlook required A minimum of 2-5 years of work experience in a professional corporate environment Strong written and verbal communication skills Bachelor’s degree required Working knowledge of Word, Excel, Outlook, and PowerPoint Ability to work in a fast-paced environment and think clearly under pressure Excellent communications skills; team focused Extremely organized and detail-oriented Experience in financial services is preferred but not required Client service experience Job Responsibilities Managing the pipeline of new business opportunities in Salesforce Counseling on-boarding, data management and contracting Preparing, submitting, and tracking of new accounts through to funding Introducing clients and providing clients with an overview of website features Monitor and resolve client billing and contract issues Schedule client meetings and support counseling quality requirements Assist with tax season activities, including tax return quality control, estimated payments and e-filing Prepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve issues Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.) Interface with internal groups to complete various investment and operational tasks, including items relating to accounts, Special Investments and Private Equity requests Client Data Management for data management and updating of records Initiating and tracking status of Annual Letter Mailings Completion of call backs and knowledge-based authentication as required Complete positive/negative consent client emails, handle exception tracking and comments Details Seniority level: Mid-Senior level Employment type: Contract Job function: Information Technology Industries: Staffing and Recruiting Note: This description reflects the original job information structure and does not include extraneous AI or site-specific prompts. #J-18808-Ljbffr The Planet Group