Client Analyst

Strategic Staffing Solutions; Chicago (IL); On-site; USD 28,000 - 34,000; Full time

Job summary

Strategic Staffing Solutions is seeking a Client Analyst for a leading investment management firm in Deerfield, IL. The role supports onboarding, data management, contracting, and meeting coordination to ensure seamless client service.

Responsibilities include processing new investment accounts through funding, handling tax season tasks, and collaborating with internal teams on complex accounts. W2 position with pay range $20-25/hr.

Qualifications

• 2–5 years of work experience in a professional corporate environment.
• Proficiency in Word, Excel, PowerPoint, and Outlook.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Excellent communications skills; team focused.
• Experience in financial services is preferred but not required.

Responsibilities

• Client onboarding: manage the onboarding process and maintain accurate data.
• Handle contracting procedures and data management.
• Coordinate client meetings to ensure timely communication between advisors and clients.
• Prepare, submit, and track new investment account applications through funding.
• Manage tax season tasks, data organization, consents, returns, and e-filing.
• Collaborate with internal groups on accounts and investment-related requests.

Skills

Communication

Written and verbal

Detail-oriented

Team collaboration

Tools

Word

Excel

PowerPoint

Outlook

Job description

S3/Strategic Staffing Solutions has a Client Analyst opportunity for a leading Investment Management Firm in Deerfield, IL.

Pay Rate Range: $20-25/hr. W2

Qualifications & 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:

Qualifications:

• 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
• 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 ……