Job Description

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!

This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.

“Beware of scams. S3 never asks for money during its onboarding process.”
Title: Client Analyst
Location: Deerfield, IL 60015
Contract Length: 6+ Months

Job ref# 243254

Job Description:

• As the main point of contact in the client on-boarding process, responsibilities for the role include:
• Managing the pipeline of new business opportunities in Salesforce
• Counseling on-boarding, data management and contracting
• Preparing, submitting, and tracking of new accounts through to funding
• Introducing clients and providing clients with an overview of website features
• Monitor and resolve client billing and contract issues
• Schedule client meetings and support counseling Quality requirements
• Assist with tax season activities, including tax return quality control, estimated payments and e-filing
• Prepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve issues
• Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.)
• Interface with internal groups to complete various investment and operational tasks, including various items relating to accounts, Special Investments and Private Equity requests
• Client Data Management for data management and updating of records
• Initiating and tracking status of Annual Letter Mailings
• Completion of call backs and knowledge-based authentication as required
• Complete positive/negative consent client emails, handle exception tracking and comments

Qualifications:

• Proficiency in Word, Excel, PowerPoint, and Outlook required
• A minimum of 2-5 years of work experience in a professional corporate environment.
• Strong written and verbal communication skills
• Bachelor’s degree required
• Working knowledge of Word, Excel, Outlook, and PowerPoint
• Client service experience