Client/Shareholder Services Analyst

TL;DR

Client/Shareholder Services Analyst (Asset Management): Manage client onboarding and lifecycle management across sales territories, channels, and client types with an accent on relationship management, cross-functional coordination, and service delivery. Focus on performing due diligence on third-party distributors, supporting CIP/KYC processes, and conducting ad hoc operational tasks like red flag reviews.

Onsite in Chicago, IL 60606. Visa sponsorship available.

Pay: $33 per hr on W2

Company

hirify.global, providing contract staffing for asset management clients.

What you will do

• Manage client onboarding and account management activities across sales territories, channels, and client types
• Serve as key point of contact for service, sales, and advisors during onboarding, maintenance, and lifecycle processes
• Coordinate with Sales, Portfolio Management, Product Management, Oversight, and Legal/Compliance
• Perform due diligence on new and existing third-party distributors and intermediaries
• Assist with CIP, KYC, and client lifecycle processes
• Handle ad hoc tasks including red flag reviews, dealer terminations, and report monitoring

Requirements

• Bachelor’s degree
• 0–3 years of relevant client service experience in financial services
• Strong analytical and problem-solving skills with attention to detail
• Excellent written and verbal communication skills
• Strong organizational skills and ability to manage competing priorities
• Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word)

Culture & Benefits

• Fast-paced, high-energy environment with significant cross-functional interaction
• Focus on deepening service skills, relationship management, and asset management knowledge
• Contract position: 6+ months, W2 only, no C2C