Client Analyst

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:
Key Responsibilities
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