Client Onboarding & Operations 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

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.