Client Analyst – Banking Operations - Deerfield,IL
2 days ago
Job description
Job Description
Client Analyst – Banking Operations (Deerfield, IL)
Location: Deerfield, IL (Onsite)
Duration: 12-month contract
Pay Rate: $25.00/hr
Position Overview
We are seeking a highly organized and detail-oriented Client Analyst to join a centralized Client Service and Banking Operations Team. This role supports advisor and client-facing teams by managing onboarding processes, maintaining client records, coordinating operational workflows, and assisting with investment and account servicing activities.
The ideal candidate will have strong administrative and operational experience in a professional banking or corporate environment and the ability to manage multiple priorities in a fast-paced setting.
Key Responsibilities
Client Onboarding & Account Support
Assist with the onboarding of new clients by managing documentation, account setup, and integration activities
Maintain accurate client records, data updates, and internal system entries
Support contracting and client service procedures to ensure compliance and accuracy
Meeting & Workflow Coordination
Coordinate scheduling and meeting logistics between internal teams and clients
Ensure timely communication and follow-up on operational requests
Account Processing & Banking Operations
Prepare, submit, and track new account applications through completion and funding
Monitor progress of account-related transactions and operational workflows
Provide administrative support for account servicing and client requests
Tax and Documentation Support
Organize tax-related client data and supporting documentation
Track required consents and assist with return finalization and payment coordination
Support e-filing and seasonal operational processes as needed
Internal Cross-Team Collaboration
Partner with internal operations, compliance, and service teams to complete client and banking-related tasks
Assist with requests involving specialized investment products and private asset servicing
Quality Control & Reporting
Help track and report key Quality Control metrics
Ensure operational processes meet high standards of accuracy and service delivery
Qualifications
Bachelor's degree required
2–5 years of experience in a professional corporate, banking, or operations environment
Strong written and verbal communication skills
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Ability to work efficiently in a fast-paced, deadline-driven setting
Highly organized, detail-oriented, and team-oriented
Experience in financial services or banking operations preferred
Preferred Skills
Client onboarding or account opening experience
Investment operations or wealth management support exposure
Strong attention to compliance, documentation, and process accuracy
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