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