Client Onboarding & Investment Services 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 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.