More jobs:
Client Services Analyst
Job in
Deerfield, Lake County, Illinois, 60063, USA
Listed on 2026-09-14
Listing for:
The Planet Group
Full Time
position Listed on 2026-09-14
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Financial Analyst, Financial Advisor / Consultant, Banking & Finance
Job Description & How to Apply Below
Business Unit: Asset & Wealth Management
Work Arrangement: 100% Onsite
Duration: 12-Month Contract
Pay Rate: $20–$25/hour
Position Overview
Goldman Sachs is seeking a Client Service Analyst to provide administrative, operational, and client service support to Advisor teams and their clients. The position will support client onboarding, investment account processing, documentation management, tax-season activities, and internal operational requests.
Key Responsibilities
- Coordinate new-client onboarding, documentation, contracting, and client data.
- Prepare, submit, and track investment account applications through funding.
- Maintain accurate client and account information across internal systems.
- Assist Advisor teams with client meetings, scheduling, and communications.
- Process account maintenance and investment-related requests.
- Support tax-season activities, including document organization, client consents, estimated payments, and electronic filing.
- Coordinate with internal departments to complete operational requests.
- Support Special Investment and Private Equity account activities.
- Track quality-control metrics and follow up on outstanding items.
- Handle confidential client and financial information accurately and professionally.
Required Qualifications
- 2–5 years of experience in client service, financial services, wealth management, banking operations, account administration, or investment operations.
- Experience with client onboarding, account maintenance, documentation, or operational processing.
- Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
- Strong communication, organization, problem-solving, and time-management skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong attention to detail and commitment to confidentiality.
Preferred Qualifications
- Asset or wealth management experience.
- Experience supporting financial advisors or investment clients.
- Exposure to account opening, KYC/AML documentation, investment processing, or alternative investments
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