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Connect Search, LLC · Chicago, Illinois
Junior Client Services Analyst – Financial Services
Company Overview
Our client is an established financial services organization providing investment management and related financial solutions to institutional and private market clients.
The company is seeking a detail-oriented Junior Client Services Analyst to support its client operations and administrative processes. This opportunity offers exposure to financial services, account administration, data management, and internal business operations within a collaborative professional environment.
The organization provides an opportunity for an early-career professional to develop technical and operational skills while gaining experience across multiple areas of the business.
Location, Compensation &
Chicago, IL – Downtown
Work arrangement: Hybrid, 3 days per week in the office
Base salary: $60,000–$65,000
Excellent entry-level opportunity for a recent graduate or early-career professional interested in financial services
Gain experience supporting client accounts, maintaining financial information, and coordinating operational activities
Develop transferable skills across data management, account administration, reporting, and business operations
Gain exposure to multiple internal departments and understand how financial services organizations operate
Build proficiency with financial systems, databases, and operational reporting tools
Position Overview
The Junior Client Services Analyst will support the administration and maintenance of client accounts, financial information, and related operational records.
The position involves reviewing account documentation, maintaining accurate information across internal systems, assisting with account setup and updates, and performing routine data verification and reconciliation activities.
The successful candidate will collaborate with internal teams to ensure information is processed accurately, administrative requirements are completed on schedule, and client records remain organized and current.
This position is well suited for an individual who enjoys detailed work, problem-solving, and developing an understanding of financial services operations.
Key
Review and maintain client account records to ensure information is accurate, complete, and properly documented
Assist with administrative activities associated with establishing and maintaining financial accounts
Update client information, account details, and related records within internal databases
Examine submitted documentation to identify missing information, inconsistencies, or items requiring clarification
Coordinate with internal stakeholders to obtain outstanding materials and resolve account-related questions
Support routine changes to account information and ensure updates are reflected consistently across relevant systems
Verify financial and administrative data against supporting documentation
Assist with reconciliation activities involving account information and financial transactions
Investigate discrepancies and coordinate appropriate corrections with relevant departments
Help prepare recurring operational reports and maintain supporting schedules
Monitor assigned requests and follow established procedures to ensure timely completion
Maintain organized records and documentation in accordance with internal operating standards
Assist with data quality reviews and other activities designed to improve information accuracy
Collaborate with colleagues across client services, finance, operations, and technology
Support improvements to existing administrative processes and information-management procedures
Participate in projects involving database updates, reporting enhancements, and workflow efficiencies
Identify recurring processing issues and communicate potential improvements to team leadership
Provide additional operational and administrative assistance as business needs evolve
Bachelor's degree required, preferably in Accounting, Finance, Economics, Business, or a related field
Approximately 0.6–2 years of professional experience; recent graduates are encouraged to apply
Previous internship or entry-level experience in financial services, accounting, banking, business operations, or a related environment is beneficial
Strong attention to detail and ability to identify inaccuracies in financial or administrative information
Proficiency in Microsoft Excel and general Microsoft Office applications
Comfortable learning new databases, business applications, and financial systems
Strong organizational skills with the ability to manage multiple assignments and deadlines
Details
| Company | Connect Search, LLC |
| Location | Chicago, Illinois |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $60,000 – $60,000 / yr |