Client Analyst (Financial Services)

Location: Deerfield, Illinois, United States

Salary: $25 per hour, W-2

Company

hirify.global provides staffing and professional services for client organizations.

What you will do

• Provide operational and administrative support to advisor teams and clients.
• Coordinate new-client onboarding, maintain client data, and assist with contracting procedures.
• Schedule client meetings and support timely communication between advisors and clients.
• Prepare, submit, and track investment account applications through the funding stage.
• Coordinate tax-season activities, including tax data, client consents, tax returns, estimated payments, and electronic filing.
• Support special-investment and private-equity requests, account operations, and quality-control reporting.

Requirements

• Bachelor’s degree.
• 2–5 years of professional experience in a corporate environment.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Strong written and verbal communication skills.
• Excellent organization, attention to detail, and ability to manage multiple priorities accurately.
• Ability to collaborate effectively and perform well in a fast-paced environment under pressure.

Nice to have

• Experience in financial services.

Culture & Benefits

• 12-month W-2 assignment.
• Collaborative work with advisor teams and internal departments.
• Focus on accurate, timely, and high-quality client service.