CW Analyst_USA_USD

eTeam; Deerfield (IL); On-site; USD 52,000 - 68,000; Full time

Job summary

eTeam is seeking a Client Analyst in Deerfield, IL to support our centralized Client Service Team. You will assist with onboarding, data management, contracting, and client communications, while coordinating meetings and processing new investment accounts.

The role involves tax season activities, collaboration with internal departments on investments and operations, and contributing to Quality Control reporting. Strong MS Office skills and a Bachelor’s degree are required.

Qualifications

• Bachelor’s degree required.
• 2–5 years of professional corporate experience.
• Strong written and verbal communication skills.
• Proficiency in Word, Excel, PowerPoint, and Outlook required.
• Extremely organized and detail-oriented.

Responsibilities

• Support onboarding of new clients and manage client data and contracting procedures.
• Assist in scheduling client meetings to ensure timely communication between advisors and clients.
• Prepare and track investment account applications through funding.
• Coordinate tax season activities including data gathering, tax returns, and e-filing when applicable.
• Collaborate with internal departments on investment and operational tasks including Special Investments and Private Equity.
• Help track and report Quality Control metrics to maintain service standards.

Skills

Communication

MS Office

Fast-paced environment

Team oriented

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Job Title: Client Analyst

Location: Deerfield, IL 60015

Contract Duration: 12 Months

Job Description

The Client Analyst serves as an integral member of our centralized Client Service Team, performing the following key responsibilities to support Advisor teams and clients:

• Client Onboarding, Data Management, and Contracting: The Client Analyst supports the seamless integration of new clients by managing the on-boarding process, maintaining accurate client data, and handling contracting procedures.
• Meeting Coordination: Assists in scheduling client meetings as needed to ensure timely and effective communication between advisor teams and clients.
• Investment Account Processing: Prepares, submits, and tracks new investment account applications, overseeing the process through to the funding stage.
• Tax Season Activities: Manages a variety of tasks during tax season, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing.
• Internal Group Collaboration: Interfaces with internal departments to complete a range of investment and operational tasks. This includes addressing matters related to accounts, as well as handling requests involving Special Investments and Private Equity.
• Quality Control Metrics and Reporting: Assists teams in tracking and reporting on Quality Control metrics to help maintain high standards of service.

Qualifications

• • Bachelor’s degree required
• • 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
• • Excellent communications skills; team focused
• • Extremely organized and detail-oriented
• • Experience in financial services is preferred but not required