Client Analyst (Contingent)

Spectraforce Technologies
United States, Illinois, Deerfield
Sep 03, 2025
Title: Client Analyst (Contingent) Duration: 12 months Location: Deerfield, IL 60015 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. Working knowledge of Word, Excel, Outlook, and PowerPoint. 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. Extremely organized and detail-oriented. Must Haves: Bachelor's degree required. Client service experience.