Client Service Analyst

Client Service Analyst – Contract – 12 Months. Hybrid in Deerfield, IL. Hourly: $25/hr.

• 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 Power Point
• 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

• 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

• 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.