About this opportunity
The Planet Group lists this Client Service Analyst opportunity in deerfield, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Client Service Analyst – Contract – 12 Months. Hybrid in Deerfield, IL. Hourly: $25/hr.
Must Haves / 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
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
Client service experience
Job Responsibilities
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 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
Details
Seniority level: Mid-Senior level
Employment type: Contract
Job function: Information Technology
Industries: Staffing and Recruiting
Note: This description reflects the original job information structure and does not include extraneous AI or site-specific prompts.
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Worksite address
deerfield, IL, 60063, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.