Find & Apply For Customer Service Representative Jobs in Riverwoods, Illinois

Job Title:

Client Analyst Location:

Deerfield, IL Duration:

12 months

Pay Rate:

$25/hr W2

Job/Role Description:

The Client Analyst will 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 coordinating onboarding activities, maintaining accurate client data, and assisting with contracting procedures. Assist with scheduling and coordinating client meetings to facilitate timely communication between advisor teams and clients. Prepare, submit, and track new investment account applications through the funding stage. Support tax season activities, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating electronic 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 advisor teams with ongoing client service and account-related activities. Assist with tracking and reporting Quality Control metrics to help maintain high standards of service. Maintain accurate records and documentation while ensuring tasks are completed efficiently and within required timelines. Work collaboratively with internal teams to resolve account and operational requests. Required Qualifications Bachelor s degree required. 2 5 years of professional work experience in a corporate environment. Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook. Strong written and verbal communication skills. Excellent organizational skills and attention to detail. Ability to work effectively in a fast-paced environment and think clearly under pressure. Strong team-oriented mindset with the ability to collaborate effectively with colleagues and internal groups. Ability to manage multiple responsibilities and priorities while maintaining accuracy and quality. Financial services experience preferred but not required.