Analyst: Client Delivery & Wealth Management

Citrin Cooperman; Chicago (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

Citrin Cooperman is seeking an Analyst to join our Advisory Department in a dynamic, growth‑minded environment. You will support client delivery, assist with engagements, and help manage administrative tasks across multiple platforms.

The role emphasizes data entry, reporting, and coordination of annual filings, communications with engagement teams, and use of firm‑wide systems. Strong MS Office skills and detail orientation are essential.

Qualifications

• Minimum of three years administrative experience.
• High School diploma or equivalent; college coursework preferred.
• Strong problem solving and escalation skills.
• Excellent written and verbal communication.

Responsibilities

• Assist with client delivery activities including new client acceptance and engagement letters.
• Support wealth management platforms and prepare reports and data for onboarding.
• Provide administrative services: calendars, meetings, travel arrangements, filing, and ad-hoc projects.
• Enter data into various information systems and maintain accurate records.

Skills

Interpersonal skills

Communication skills

Attention to detail

MS Office proficiency

Web research

Education

HS diploma

Tools

CNB Business Suite

Easilink

Agilink

Job description

Citrin Cooperman is seeking an Analyst to join our Advisory Department in a dynamic, growth‑minded environment. You will support client delivery, assist with engagements, and help manage administrative tasks across multiple platforms.

The role emphasizes data entry, reporting, and coordination of annual filings, communications with engagement teams, and use of firm‑wide systems. Strong MS Office skills and detail orientation are essential.