Client Analyst

Spectraforce Technologies; Deerfield (IL); On-site; USD 60,000 - 85,000; Full time

Job summary

Spectraforce Technologies in Deerfield, IL is seeking a Client Analyst to support the centralized Client Service Team. You will assist in onboarding, data management, and contract processing for advisory clients.

Key duties include coordinating meetings, processing new investment accounts through funding, managing tax season activities, and collaborating with internal teams to ensure high-quality service and accurate reporting.

Qualifications

• Bachelor's degree from an accredited institution.
• 2–5 years of professional corporate experience.
• Excellent written and verbal communication skills.
• Proficient in Word, Excel, PowerPoint, and Outlook.
• Highly organized with strong attention to detail.
• Ability to work in a fast-paced environment under pressure.
• Experience in financial services is preferred but not required.

Responsibilities

• Support onboarding of new clients and maintain accurate data.
• Coordinate meetings between advisor teams and clients.
• Prepare and track new investment account applications through funding.
• Assist with tax season tasks including data, consents, returns and e-filing.
• Collaborate with internal departments on accounts and investments.
• Monitor quality control metrics and reporting for service standards.

Skills

Communication skills

Microsoft Office

Attention to detail

Team oriented

Organized

Pressure management

Education

Bachelor's degree

Tools

Word

Excel

PowerPoint

Outlook

Job description

Job Title: Client Analyst

Location: Deerfield, IL 60015

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:

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 require