Client Analyst

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

Job summary

S3/Strategic Staffing Solutions has a Client Analyst opportunity with a leading Investment Management Firm in Deerfield, IL. The role supports advisor teams and clients, handling onboarding, data management, contracting, and meeting coordination.

The position involves processing investment accounts, coordinating tax season activities, and collaborating with internal groups on a range of investment tasks while maintaining high service quality.

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.
• Extremely organized and detail oriented.
• Experience in financial services is preferred but not required.

Responsibilities

• Support onboarding of new clients by managing the onboarding process and keeping client data accurate.
• Assist in contracting procedures and documentation management.
• Coordinate client meetings to ensure timely, effective communication.
• Prepare and track new investment account applications through funding.
• Assist with tax season tasks, data gathering, consent tracking, and e-filing.
• Interface with internal groups to handle accounts and Special Investments/Private Equity requests.
• Track and report on Quality Control metrics to maintain service standards.

Skills

Strong communication

Microsoft Office

Fast-paced work

Organized & detail-oriented

Team oriented

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. Please read further if you are interested in joining a leading organization!

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 Equity.
• Quality Control Metrics and Reporting: Assists teams in tracking and reporting on Quality Control metrics to help maintain high standards of service.