{"schemaVersion":"jobsearcher.job.v1","id":"730cb8d34792c8c74beadee3","url":"https://jobsearcher.com/jobs/730cb8d34792c8c74beadee3","canonicalUrl":"https://jobsearcher.com/jobs/730cb8d34792c8c74beadee3","title":"Client Analyst","description":"Job Details:Job Title: Analyst - 651374Location: Deerfield ILDuration: 12+ months (Possible of extension based on business needs)Key Responsibilities:Support the onboarding of new clients by coordinating required documentation, maintaining accurate client data, and managing contracting processes.Assist Advisor teams with scheduling and coordinating client meetings and related communications.Prepare, submit, and track new investment account applications through the funding process.Maintain accurate client and account information across internal systems and databases.Support tax season activities, including organizing tax information, gathering and tracking client consents, finalizing tax returns, coordinating estimated tax payments, and facilitating electronic filing.Collaborate with internal departments to complete investment and operational requests.Support account-related activities, including requests involving Special Investments and Private Equity.Assist with tracking, monitoring, and reporting Quality Control metrics.Communicate effectively with Advisor teams, clients, and internal business partners to ensure timely completion of requests.Maintain confidentiality and accuracy when handling sensitive financial and client information.Identify issues, follow up on outstanding items, and help ensure processes are completed within established deadlines.Perform other administrative and operational duties as assigned.Qualifications:Bachelor’s degree required.2–5 years of professional experience in a corporate or professional services environment.Financial services or investment industry experience preferred but not required.Strong written and verbal communication skills.Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.","company":"Planet Group","rawCompany":"planet group","city":"Deerfield","state":"IL","isRemote":false,"isActive":false,"createdAt":"2026-08-29T09:15:45.804Z","occupations":[{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"},{"code":"15-2051.01","title":"Business Intelligence Analysts","slug":"business-intelligence-analysts"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"561320","title":"Temporary Help Services","slug":"temporary-help-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Analyst","description":"Job Details:Job Title: Analyst - 651374Location: Deerfield ILDuration: 12+ months (Possible of extension based on business needs)Key Responsibilities:Support the onboarding of new clients by coordinating required documentation, maintaining accurate client data, and managing contracting processes.Assist Advisor teams with scheduling and coordinating client meetings and related communications.Prepare, submit, and track new investment account applications through the funding process.Maintain accurate client and account information across internal systems and databases.Support tax season activities, including organizing tax information, gathering and tracking client consents, finalizing tax returns, coordinating estimated tax payments, and facilitating electronic filing.Collaborate with internal departments to complete investment and operational requests.Support account-related activities, including requests involving Special Investments and Private Equity.Assist with tracking, monitoring, and reporting Quality Control metrics.Communicate effectively with Advisor teams, clients, and internal business partners to ensure timely completion of requests.Maintain confidentiality and accuracy when handling sensitive financial and client information.Identify issues, follow up on outstanding items, and help ensure processes are completed within established deadlines.Perform other administrative and operational duties as assigned.Qualifications:Bachelor’s degree required.2–5 years of professional experience in a corporate or professional services environment.Financial services or investment industry experience preferred but not required.Strong written and verbal communication skills.Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.","datePosted":"2026-08-29T09:15:45.804Z","dateModified":"2026-08-29T09:15:45.804Z","hiringOrganization":{"@type":"Organization","name":"Planet Group","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Deerfield","addressRegion":"IL","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"730cb8d34792c8c74beadee3"},"url":"https://jobsearcher.com/jobs/730cb8d34792c8c74beadee3"}}