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Now viewing: Client Analyst
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Strategic Staffing Solutions
Client Analyst
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Job Description
Client Analyst at Strategic Staffing Solutions Client Analyst at Strategic Staffing Solutions in Melrose Park, Illinois Posted in 1 day ago.
Type:
full-time S3/Strategic Staffing Solutions has a Client Analyst opportunity for a leading Investment Management Firm in Deerfield, IL. Please read further if you are interested in joining a leading organization!
Location:
Deerfield, IL -
On Site Duration:
12 months contract + possible extension
Pay Rate Range:
$20-25/hr. W2
Qualifications & Description:
The Client Analyst serves as an integral member of our centralized Client Service Team, performing the following key responsibilities to support Advisor teams and clients:
Qualifications:
Bachelor's degree required A minimum of 2-5 years of work experience in a professional corporate environment. Strong written and verbal communication skills Proficiency in Word, Excel, PowerPoint, and Outlook required 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 Onboarding, Data Management, and Contracting:
The Client Analyst supports the seamless integration of new clients by managing the on-boarding process, maintaining accurate client data, and handling contracting procedures.
Meeting Coordination:
Assists in scheduling client meetings as needed to ensure timely and effective communication between advisor teams and clients.
Investment Account Processing:
Prepares, submits, and tracks new investment account applications, overseeing the process through to the funding stage.
Tax Season Activities:
Manages a variety of tasks during tax season, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing.
Internal Group Collaboration:
Interfaces with internal departments to complete a range of investment and operational tasks. This includes addressing matters related to accounts, as well as handling requests involving Special Investments and Private Equity.
Quality Control Metrics and Reporting:
Assists teams in tracking and reporting on Quality Control metrics to help maintain high standards of service.