Entry-Level Client Services & Data Operations Analyst

Connect Search, LLC; Chicago (IL); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Annual bonus (target 10%)

Job summary

Connect Search, LLC is seeking a detail-oriented Junior Client Services Analyst in Chicago for hybrid work (3 days in the office). You will support client accounts, maintain financial information, and coordinate operational activities within a collaborative environment.

The role offers exposure to data management, account administration, reporting, and business operations, with growth opportunities in multiple internal departments and systems.

Qualifications

• Bachelor's degree required, preferably in Accounting, Finance, Economics, Business, or a related field.
• Approximately 0.6–2 years of professional experience; recent graduates are encouraged to apply.
• Previous internship or entry-level experience in financial services, accounting, banking, business operations, or a related environment is beneficial.
• Strong attention to detail and ability to identify inaccuracies in financial or administrative information.
• Proficiency in Microsoft Excel and general Microsoft Office applications.
• Comfortable learning new databases, business applications, and financial systems.
• Strong organizational skills with the ability to manage multiple assignments and deadlines.

Responsibilities

• Review and maintain client account records to ensure information is accurate, complete, and properly documented.
• Assist with administrative activities associated with establishing and maintaining financial accounts.
• Update client information, account details, and related records within internal databases.
• Examine submitted documentation to identify missing information, inconsistencies, or items requiring clarification.
• Coordinate with internal stakeholders to obtain outstanding materials and resolve account-related questions.
• Support routine changes to account information and ensure updates are reflected consistently across relevant systems.
• Verify financial and administrative data against supporting documentation.
• Assist with reconciliation activities involving account information and financial transactions.
• Investigate discrepancies and coordinate appropriate corrections with relevant departments.
• Help prepare recurring operational reports and maintain supporting schedules.
• Monitor assigned requests and follow established procedures to ensure timely completion.
• Maintain organized records and documentation in accordance with internal operating standards.
• Assist with data quality reviews and other activities designed to improve information accuracy.
• Collaborate with colleagues across client services, finance, operations, and technology.
• Support improvements to existing administrative processes and information-management procedures.
• Participate in projects involving database updates, reporting enhancements, and workflow efficiencies.
• Identify recurring processing issues and communicate potential improvements to team leadership.
• Provide additional operational and administrative assistance as business needs evolve.

Skills

Attention to detail

Organizational skills

Education

Bachelor's degree in Accounting, Finance, Economics, Business, or related field

Tools

Microsoft Excel

Microsoft Office

Databases

Financial systems

Job description

Connect Search, LLC is seeking a detail-oriented Junior Client Services Analyst in Chicago for hybrid work (3 days in the office). You will support client accounts, maintain financial information, and coordinate operational activities within a collaborative environment.

The role offers exposure to data management, account administration, reporting, and business operations, with growth opportunities in multiple internal departments and systems.