Job Title: Client Analyst
Location: Deerfield, IL
Pay rate: $25/hr
Client Analyst (Contingent) 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
Benefits Info
Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
...SGS is the global leader and innovator in inspection, verification, testing and certification services. Founded in 1878, SGS is recognized as the global benchmark in quality and integrity. With over 97,000 employees in 130 countries and operating a network of more...
...Specialist We are seeking a driven and detail-oriented Loan Partner 2 (LP2) to manage borrower prequalification, pre-approvals, and pipeline execution for a high-performing mortgage team. The LP2 plays a critical role in ensuring loans are structured properly,...
&##128640; Outside Sales Representative (Hunter) &##128205; Arlington, TX | Field-Based &##128176;Uncapped Commission | Company Vehicle... ...Representative who thrives in the field, enjoys opening new doors, and wants to build a strong book of business within a growing organization...
...We anticipate the application window for this opening will close on - 1 May 2026 At Medtronic you can begin a life-long career of exploration and innovation while helping champion healthcare access and equity for all. Youll lead with purpose breaking down barriers to...
Job Summary:The Security Guard is responsible for maintaining the safety and security of hotel premises, guests, staff, and visitors. This includes regular patrols, responding to alarms or disturbances, enforcing safety regulations, and providing assistance when needed...