Junior Client Services Analyst

Junior Client Services Analyst – Financial ServicesCompany OverviewOur 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.

Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.
Location, Compensation & BenefitsLocation: Chicago, IL – DowntownWork arrangement: Hybrid, 3 days per week in the officeBase salary: $60,000–$65,000Annual bonus: 10% targetComprehensive benefits package
Why This OpportunityExcellent entry-level opportunity for a recent graduate or early-career professional interested in financial servicesGain experience supporting client accounts, maintaining financial information, and coordinating operational activitiesDevelop transferable skills across data management, account administration, reporting, and business operationsWork alongside experienced professionals in a collaborative environmentGain exposure to multiple internal departments and understand how financial services organizations operateBuild proficiency with financial systems, databases, and operational reporting tools
Position OverviewThe 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 ResponsibilitiesReview and maintain client account records to ensure information is accurate, complete, and properly documentedAssist with administrative activities associated with establishing and maintaining financial accountsUpdate client information, account details, and related records within internal databasesExamine submitted documentation to identify missing information, inconsistencies, or items requiring clarificationCoordinate with internal stakeholders to obtain outstanding materials and resolve account-related questionsSupport routine changes to account information and ensure updates are reflected consistently across relevant systemsVerify financial and administrative data against supporting documentationAssist with reconciliation activities involving account information and financial transactionsInvestigate discrepancies and coordinate appropriate corrections with relevant departmentsHelp prepare recurring operational reports and maintain supporting schedulesMonitor assigned requests and follow established procedures to ensure timely completionMaintain organized records and documentation in accordance with internal operating standardsAssist with data quality reviews and other activities designed to improve xzbcwsv information accuracyCollaborate with colleagues across client services, finance, operations, and technologySupport improvements to existing administrative processes and information-management proceduresParticipate in projects involving database updates, reporting enhancements, and workflow efficienciesIdentify recurring processing issues and communicate potential improvements to team leadershipProvide additional operational and administrative assistance as business needs evolve
QualificationsBachelor's degree required, preferably in Accounting, Finance, Economics, Business, or a related fieldApproximately 0.6–2 years of professional experience; recent graduates are encouraged to applyPrevious internship or entry-level experience in financial services, accounting, banking, business operations, or a related environment is beneficialStrong attention to detail and ability to identify inaccuracies in financial or administrative informationProficiency in Microsoft Excel and general Microsoft Office applicationsComfortable learning new databases, business applications, and financial systemsStrong organizational skills with the ability to manage multiple assignments and deadlines