Client Analyst

Job Title: Client Analyst Job Duration: 12 months Location: Deerfield, IL 60015 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