Client Analyst (Deerfield)

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.