Junior Client Services Analyst
The Junior Client Services Analyst supports client account administration and financial data management within a financial services organization. This role involves maintaining accurate client records, performing data verification and reconciliation, and collaborating with internal teams to ensure operational efficiency. It offers early-career professionals exposure to multiple business areas and development of technical and organizational skills in a hybrid work environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Location, Compensation & Benefits
Location: Schiller Park, IL (Hybrid — typically 3 days per week in the office)
Base salary: $60,000–$65,000 per year
Annual bonus: 10% target
Comprehensive benefits package (medical, dental, retirement savings, paid time off — actual benefits subject to Confidential Client plan)
Why This Opportunity
This is an excellent entry-level opportunity for a recent graduate or early-career professional seeking experience in financial services operations. You will:
- Gain hands-on exposure to client account administration, data management, and operational reporting
- Work with experienced professionals across client services, finance, operations, and technology
- Build transferable skills in Excel, data verification, reconciliation, and business process improvement
- Contribute to process enhancements and operational projects that improve client service delivery
Position Overview
The Jr. Client Services Analyst will support the administration and maintenance of client accounts and related operational records. Typical activities include reviewing account documentation, updating client information in internal systems, assisting with account setup and routine changes, performing data verification and reconciliation tasks, and preparing operational reports. The role requires attention to detail, consistent follow-through, and a willingness to learn financial systems and internal procedures.
Key Responsibilities
- Review and maintain client account records to ensure accuracy, completeness, and proper documentation
- Assist with administrative tasks related to establishing and maintaining financial accounts
- Update client information and account details in internal databases and systems
- Examine submitted documentation to identify missing information or inconsistencies and request clarifications when needed
- Coordinate with internal stakeholders to obtain outstanding materials and resolve account-related issues
- Verify financial and administrative data against supporting documentation and assist with reconciliation activities
- Investigate discrepancies and coordinate corrections with relevant departments
- Prepare recurring operational reports and maintain supporting schedules
- Monitor assigned requests and ensure timely completion according to established procedures
- Maintain organized records and documentation following internal operating standards
- Participate in projects to improve database updates, reporting, and workflow efficiencies
- Identify recurring processing issues and suggest improvements to team leadership
- Provide operational and administrative support as business needs evolve
Qualifications
- Bachelor’s degree required (Accounting, Finance, Economics, Business, or related field preferred)
- Approximately 0.6–2 years of professional experience; recent graduates are encouraged to apply
- Internship or entry-level experience in financial services, accounting, banking, or business operations is a plus
- Strong attention to detail and ability to spot inaccuracies in financial or administrative information
- Proficiency with Microsoft Excel and comfortable using Microsoft Office applications
- Comfortable learning new databases, business applications, and financial systems
- Strong organizational skills with the ability to manage multiple assignments and meet deadlines
- Professional communication skills and ability to collaborate effectively across teams
Workplace & Compliance Notes
- This role is a hybrid position based in Schiller Park, IL; reasonable accommodations will be considered in accordance with applicable law.
- Confidential Client and Careertakes comply with all applicable federal, state, and local employment laws. All qualified applicants will receive consideration for employment without regard to protected status.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind.
To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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