Job Title:

Client Analyst Location:

Deerfield, IL 60015

Contract Duration:

12

Months Job 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:

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.

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

Pay:

$24.00 - $25.00 per hour Expected hours: 40.0 per week

Benefits:

Referral program

Work Location:

In person