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Innova

Operations Analyst

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Job Description

A client of Innova Solutions is immediately hiring for a Operations Analyst Position type:

Full-time, Contract Duration:

12

Months Location:
Deerfield, IL (Onsite) As a Operations Analyst you will:
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 Qualified candidates should

APPLY NOW

for immediate consideration! This position is only open to applicants who can be engaged on a W-2 basis. 1099 contractors and Corp-to-Corp arrangements will not be considered for this position. Please hit APPLY to provide the required information, and we will be back in touch as soon as possible. We are currently interviewing to fill this and other similar positions. If this role is not a fit for you, we do offer a referral bonus program for referrals that we successfully place with our clients, subject to program guidelines.

REFERRAL PROGRAM

This position qualifies for a Referral Bonus amount of $250-$1000 dollars. Click here to learn more - Referral Program . Please email your referral details along with their resume to referrals@innovasolutions.com Onkar Chand 678-813-1578 Onkar.



Chand@innovasolutions.com

PAY RANGE AND BENEFITS

Pay Range

•: $20 - $25 per hour Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.

Benefits:

Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).

ABOUT INNOVA SOLUTIONS

Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields.

Recent Recognitions:

Named One of America's Best Employers for New Grads by Forbes (2024) Named One of the Best Companies to Work for by U.S. News & World Report (Private Companies List, 2024-2025) One of the Largest IT Staffing Firms in the US - Ranked #3 by Staffing Industry Analysts (SIA, 2024) One of the Largest Staffing Firms in the US - Ranked #13 by Staffing Industry Analysts (SIA, 2024; includes Innova Solutions, Volt, & HireGenics) Named One of the Top Ten Private Companies in Atlanta by the Atlanta Business Chronicle (2023) One of the Largest Certified Minority Business Enterprises (MBEs) in the United States (NMSDC, 2024) AWS Advanced Tier Services Partner with 100+ certifications

Website :

https://www.innovasolutions.com/ Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at hr@innovasolutions.com or (770) 493-5588. Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws. By applying for this job, I agree to receive calls and emails ( including automated or AI-generated calls or emails) from Innova Solutions, Inc. and its identified recruiting partners regarding this job and future recruiting and job-placement opportunities. I understand that my consent is not a condition of employment or services, and that I may revoke my consent at any time by following the Opt Out Instructions . I confirm that I have read and agree to the Terms of Service and acknowledge that I have received and reviewed the Privacy Notice .

Benefits

  • Paid Time Off (PTO)
  • Sick Leave
  • 401(k) Plans
  • Health and Wellness Programs