Client Services & Onboarding Analyst

Strategic Staffing Solutions; Deerfield (IL); On-site; USD 52,000 - 65,000; Full time

Job summary

Strategic Staffing Solutions in Deerfield, IL seeks a Client Analyst for a 12-month engagement to support advisor teams and clients, onboarding new clients, coordinate meetings, and handle account applications.

Role requires a Bachelor's degree and 2–5 years in a corporate environment; strong communication; proficiency in Word, Excel, PowerPoint, and Outlook; ability to manage multiple tasks in a fast-paced setting.

Qualifications

• Bachelor's degree required.
• 2–5 years of professional work experience in a corporate environment.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Strong written and verbal communication skills.
• Ability to work effectively in a fast-paced environment and think clearly under pressure.

Responsibilities

• Serve as an integral member of a centralized Client Service Team, providing operational and administrative support to advisor teams and clients.
• Support the onboarding of new clients by managing onboarding activities, maintaining accurate client data, and assisting with contracting procedures.
• Coordinate and schedule client meetings to support timely and effective communication between advisor teams and clients.
• Prepare, submit, and track new investment account applications through the funding process.
• Support tax season activities, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing.
• Collaborate with internal departments to complete investment and operational tasks related to client accounts.
• Assist with requests involving Special Investments and Private Equity.
• Support teams with tracking and reporting Quality Control metrics to help maintain high standards of client service.
• Maintain accurate documentation and ensure client-related requests are completed efficiently and accurately.
• Work effectively in a fast-paced, team-oriented professional environment.

Skills

Strong communication

Organizational skills

Time-management

Attention to detail

Teamwork

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Strategic Staffing Solutions in Deerfield, IL seeks a Client Analyst for a 12-month engagement to support advisor teams and clients, onboarding new clients, coordinate meetings, and handle account applications.

Role requires a Bachelor's degree and 2–5 years in a corporate environment; strong communication; proficiency in Word, Excel, PowerPoint, and Outlook; ability to manage multiple tasks in a fast-paced setting.