Client Services Analyst

The Planet Group; Deerfield (IL); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Onsite role

Contract position 12 months

Job summary

Goldman Sachs is seeking a Client Service Analyst to provide administrative, operational, and client service support to Advisor teams and their clients. The role supports onboarding, investment account processing, documentation management, tax-season activities, and internal operational requests in a 12-month contract.

This onsite position in Illinois requires 2–5 years in client service or related financial services, proficiency with MS Office, and excellent communication, organization, and

Qualifications

• 2–5 years of experience in client service or related financial roles.
• Proficiency in Excel, Word, Outlook, and PowerPoint.
• Strong communication, organization, and time-management skills.
• Ability to handle confidential information with discretion.

Responsibilities

• Coordinate new-client onboarding, documentation, contracting, and client data.
• Prepare, submit, and track investment account applications through funding.
• Maintain accurate client and account information across internal systems.
• Assist Advisor teams with client meetings, scheduling, and communications.
• Process account maintenance and investment-related requests.
• Support tax-season activities, including document organization, client consents, estimated payments, and electronic filing.
• Coordinate with internal departments to complete operational requests.
• Support Special Investment and Private Equity account activities.
• Track quality-control metrics and follow up on outstanding items.
• Handle confidential client and financial information accurately and professionally.

Skills

Client service

Financial services

Wealth management

Banking operations

Account administration

Investment operations

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

Job description

Business Unit: Asset & Wealth Management

Work Arrangement: 100% Onsite

Duration: 12-Month Contract

Pay Rate: $20–$25/hour

Position Overview

Goldman Sachs is seeking a Client Service Analyst to provide administrative, operational, and client service support to Advisor teams and their clients. The position will support client onboarding, investment account processing, documentation management, tax-season activities, and internal operational requests.

Key Responsibilities

• Coordinate new-client onboarding, documentation, contracting, and client data.
• Prepare, submit, and track investment account applications through funding.
• Maintain accurate client and account information across internal systems.
• Assist Advisor teams with client meetings, scheduling, and communications.
• Process account maintenance and investment-related requests.
• Support tax-season activities, including document organization, client consents, estimated payments, and electronic filing.
• Coordinate with internal departments to complete operational requests.
• Support Special Investment and Private Equity account activities.
• Track quality-control metrics and follow up on outstanding items.
• Handle confidential client and financial information accurately and professionally.

Required Qualifications

• 2–5 years of experience in client service, financial services, wealth management, banking operations, account administration, or investment operations.
• Experience with client onboarding, account maintenance, documentation, or operational processing.
• Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
• Strong communication, organization, problem-solving, and time-management skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and commitment to confidentiality.

Preferred Qualifications

• Asset or wealth management experience.
• Experience supporting financial advisors or investment clients.
• Exposure to account opening, KYC/AML documentation, investment processing, or alternative investments