Junior Client Services 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

Company Overview

• Our client is an established financial services organization providing investment management and related financial solutions to institutional and private market clients.


• The company is seeking a detail-oriented Junior Client Services Analyst to support its client operations and administrative processes. This opportunity offers exposure to financial services, account administration, data management, and internal business operations within a collaborative professional environment.


• The organization provides an opportunity for an early-career professional to develop technical and operational skills while gaining experience across multiple areas of the business.


• Location: Chicago, IL – Downtown


• Work arrangement: Hybrid, 3 days per week in the office


• Annual bonus: 10% target

Why This Opportunity

• Excellent entry-level opportunity for a recent graduate or early-career professional interested in financial services


• Gain experience supporting client accounts, maintaining financial information, and coordinating operational activities


• Develop transferable skills across data management, account administration, reporting, and business operations


• Work alongside experienced professionals in a collaborative environment


• Gain exposure to multiple internal departments and understand how financial services organizations operate


• Build proficiency with financial systems, databases, and operational reporting tools

Position Overview

• The Junior Client Services Analyst will support the administration and maintenance of client accounts, financial information, and related operational records.


• The position involves reviewing account documentation, maintaining accurate information across internal systems, assisting with account setup and updates, and performing routine data verification and reconciliation activities.


• The successful candidate will collaborate with internal teams to ensure information is processed accurately, administrative requirements are completed on schedule, and client records remain organized and current.


• This position is well suited for an individual who enjoys detailed work, problem-solving, and developing an understanding of financial services operations.

Key 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

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