Client Service Analyst

The Planet Group; Deerfield (IL); Hybrid; USD 34,440; Full time

Job summary

A leading staffing and recruiting firm in Deerfield, IL, seeks a Client Service Analyst for a 12-month contract. You will manage client onboarding, resolve billing issues, and support data management tasks. Applicants must have a bachelor's degree and 2-5 years of corporate experience. Strong communication and proficiency in Microsoft applications are essential. The role offers a hybrid work model with an hourly rate of $25.

Qualifications

• Minimum of 2-5 years of work experience in a professional corporate environment.
• Experience in financial services is preferred but not required.

Responsibilities

• Manage the pipeline of new business opportunities in Salesforce.
• Counsel on-boarding, data management, and contracting.
• Prepare and track new accounts through to funding.
• Monitor and resolve client billing and contract issues.

Skills

Proficiency in Word, Excel, PowerPoint, and Outlook

Strong written and verbal communication skills

Ability to work in a fast-paced environment

Detail-oriented and organized

Client service experience

Education

Bachelor’s degree

Tools

Salesforce

Job description

Client Service Analyst – Contract – 12 Months. Hybrid in Deerfield, IL. Hourly: $25/hr.

Must Haves / Qualifications

• Proficiency in Word, Excel, PowerPoint, and Outlook required
• A minimum of 2-5 years of work experience in a professional corporate environment
• Strong written and verbal communication skills
• Bachelor’s degree required
• Working knowledge of Word, Excel, Outlook, and PowerPoint
• 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 service experience

Job Responsibilities

• Managing the pipeline of new business opportunities in Salesforce
• Counseling on-boarding, data management and contracting
• Preparing, submitting, and tracking of new accounts through to funding
• Introducing clients and providing clients with an overview of website features
• Monitor and resolve client billing and contract issues
• Schedule client meetings and support counseling quality requirements
• Assist with tax season activities, including tax return quality control, estimated payments and e-filing
• Prepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve issues
• Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.)
• Interface with internal groups to complete various investment and operational tasks, including items relating to accounts, Special Investments and Private Equity requests
• Client Data Management for data management and updating of records
• Initiating and tracking status of Annual Letter Mailings
• Completion of call backs and knowledge-based authentication as required
• Complete positive/negative consent client emails, handle exception tracking and comments

Details

• Seniority level: Mid-Senior level
• Employment type: Contract
• Job function: Information Technology
• Industries: Staffing and Recruiting

Note: This description reflects the original job information structure and does not include extraneous AI or site-specific prompts.