Client Delivery & Wealth Reporting Analyst

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

Job summary

Citrin Cooperman seeks an Analyst to join our Advisory Department in Chicago. The role supports client delivery, annual filings, and administrative duties across BMFO systems, databases, and reporting platforms.

You will coordinate onboarding, engagement letters, billing, and timekeeping with a focus on accuracy and service quality. The ideal candidate has at least three years of administrative experience, strong communication, and proficiency in MS Office.

Qualifications

• Minimum of three years of administrative experience in a professional services environment.
• Excellent interpersonal and communication skills.
• Proficiency in Microsoft Office Suite applications and web-based research.

Responsibilities

• Assist with client delivery activities: new client acceptance, engagement letters, client billing, client banking, and related tasks.
• Support wealth management platforms and reporting processes, including data gathering and onboarding support.
• Provide administrative support: calendars, travel arrangements, filing, scanning, and general project work.
• Coordinate annual non-tax filings with corporate legal services and maintain timely communications.

Skills

Interpersonal communication

Problem solving

Organization

Attention to detail

Time management

Education

High School diploma or equivalent

College coursework preferred

Tools

CNB Business Suite

Easilink

Agilink

Microsoft Office Suite

Job description

Citrin Cooperman seeks an Analyst to join our Advisory Department in Chicago. The role supports client delivery, annual filings, and administrative duties across BMFO systems, databases, and reporting platforms.

You will coordinate onboarding, engagement letters, billing, and timekeeping with a focus on accuracy and service quality. The ideal candidate has at least three years of administrative experience, strong communication, and proficiency in MS Office.