Current jobs related to Client Analyst - Chicago - First Recruiting LLC

  • Client Relationship Analyst

    3 weeks ago

    Chicago, Illinois, United States Wellington Management Company, LLP Full time

    About Wellington ManagementWellington Management is a leading investment management firm that provides a wide array of investment capabilities across various segments of the global capital markets. Our tailored investment solutions are designed to meet the distinct return and risk objectives of institutional clients in over 60 countries, leveraging a wealth...

  • Client Relationship Analyst

    3 weeks ago

    Chicago, Illinois, United States Wellington Management Company, LLP Full time

    About Wellington ManagementWellington Management is a leading investment management firm that provides a wide array of investment solutions tailored to meet the specific return and risk objectives of institutional clients globally. Our collaborative culture and extensive proprietary research enable us to align our long-term perspectives with those of our...

  • Client Relationship Analyst

    3 weeks ago

    Chicago, Illinois, United States Wellington Management Company, LLP Full time

    About Wellington ManagementWellington Management is a leading investment management firm providing a wide array of investment strategies across the global capital markets. Our tailored investment solutions cater to the specific return and risk objectives of institutional clients worldwide, leveraging extensive proprietary research and a collaborative culture...

  • Client Service Analyst

    6 days ago

    Chicago, Illinois, United States Circana Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Client Service Analyst to join our team at Circana. As a Client Service Analyst, you will play a critical role in identifying areas of improvement and prioritizing initiatives to drive business growth.Key ResponsibilitiesEstablish and Track Key Metrics: Develop and track critical metrics to...

  • Client Service Analyst

    4 weeks ago

    Chicago, United States Gresham Partners LLC Full time

    Founded in 1997, Gresham Partners, LLC is a $8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results.The Client Service Analyst will provide operational support in servicing our...

  • Client Service Analyst

    4 weeks ago

    Chicago, United States Gresham Partners LLC Full time

    Founded in 1997, Gresham Partners, LLC is a $8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. The Client Service Analyst will provide operational support in servicing our...

  • Client Service Analyst

    2 months ago

    Chicago, United States Gresham Partners, LLC Full time

    Founded in 1997, Gresham Partners, LLC is a $8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. The Client Service Analyst will provide operational support in servicing our...

  • Client Service Analyst

    4 weeks ago

    Chicago, United States Gresham Partners, LLC Full time

    Founded in 1997, Gresham Partners, LLC is a $8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. The Client Service Analyst will provide operational support in servicing our...

  • Client Service Analyst

    4 weeks ago

    Chicago, United States Gresham Partners, LLC Full time

    Founded in 1997, Gresham Partners, LLC is a $8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. The Client Service Analyst will provide operational support in servicing our...

  • Senior Client Technology Analyst

    2 weeks ago

    Chicago, Illinois, United States Loyola University Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Client Technology Analyst to join our team at Loyola University. As a key member of our IT department, you will be responsible for providing advanced technical support and direction to analysts and clients in resolving complex technology-related issues.Key ResponsibilitiesTechnical Support:...

  • Senior Client Support Analyst

    4 months ago

    Chicago, United States SpiderRock Holdings LLC Full time

    Job DescriptionJob DescriptionWe are searching for a polished and experienced Senior Client Support Analyst ready to join our service-centric Client Support team catering to our large institution clients that utilize our low latency proprietary trading platform. If you are a self-starter, love to problem solve, thrive and contribute to a growing team, then...

  • Senior Analyst, Programmatic

    2 weeks ago

    Chicago, United States Publicis Groupe Full time

    Senior Analyst, Programmatic (CPG Client) Full-time About Spark Foundry: Spark Foundry is a global media agency that exists to bring HEAT – Higher Engagement, Affinity, and Transactions – to brands. By combining flawless media fundamentals with aggressive innovation, Spark inspires consumers to pay more attention, to care more about our clients’...

  • Client Service Analyst

    2 months ago

    Chicago, United States Circana Full time

    Client Service Analyst, Global Client Service Let's be unstoppable together! At Circana, we deliver growth to clients based on big data-our predictive analytics and forward-thinking insights help consumer packaged goods, health care, retailers, and media companies remain relentlessly relevant, capture marketing share, connect with consumers, and deliver...

  • Chemical Safety

    3 weeks ago

    Chicago, Illinois, United States Client Company Full time

    Job OverviewPosition: Chemical Safety & Regulatory Process AnalystLocation: RemoteContract Duration: Months +Compensation: $90-110/hour 1099Travel Requirement: 20% to 30% Key Responsibilities:As a Chemical Safety & Regulatory Process Analyst, you will collaborate with the lead consultant on a pivotal initiative within the Chemical Consumer Packaged Goods...

  • Analyst, Programmatic

    4 weeks ago

    Chicago, United States Spark Foundry Full time

    Analyst, Programmatic & Paid Social (Tech Client)Full-timeAbout Spark Foundry:Spark Foundry is a global media agency that exists to bring HEAT – Higher Engagement, Affinity, and Transactions – to brands. By combining flawless media fundamentals with aggressive innovation, Spark inspires consumers to pay more attention, to care more about our clients’...

  • Best Practice Client Insights Senior Analyst

    2 weeks ago

    Chicago, United States SPINS Full time

    Who We Are For over 20 years, SPINS has been a leader in recognizing the transformative power of data in retail. We offer our clients cutting-edge tools to attract attention from a fast-growing segment within the Health & Wellness industry, the values-based consumer. Nearly half of shoppers prioritize products that emphasize wellness, social responsibility,...

  • Client Service Analyst

    1 month ago

    Chicago, United States Circana Full time

    Client Service Analyst IIILet's be unstoppable together!Circana (formerly IRI and NPD) is the leading advisor on the complexity of consumer behavior. Through unparalleled technology, advanced analytics, cross-industry data, and deep expertise, we provide clarity that helps almost 7,000 of the world's leading brands and retailers take action and...

  • Client Revenue Analyst

    3 months ago

    Chicago, United States Baker McKenzie Full time

    The Client Revenue Analyst will serve as the primary point of contact for the end-to-end Quote-to-Cash (Q2C) process from the new client/matter intake to collections, with a sharp focus on reducing lock-up and improving cash flow and realization. The role holder will heavily focus on coordinating the intake, billing, and collection efforts of the shared...

  • Senior Client Technology Analyst

    3 weeks ago

    Chicago, Illinois, United States LRES Full time

    Position Overview:The Senior Client Technology Analyst plays a crucial role in enhancing our collaborative efforts within the organization. This position is designed for individuals who are adept at diagnosing and resolving technology-related issues while providing exceptional customer service.Key Responsibilities:1. Diagnose and resolve technology and...

  • Client Service Analyst

    1 month ago

    Chicago, United States Circana Full time

    Client Service Analyst IIILet's be unstoppable together!Circana (formerly IRI and NPD) is the leading advisor on the complexity of consumer behavior. Through unparalleled technology, advanced analytics, cross-industry data, and deep expertise, we provide clarity that helps almost 7,000 of the world's leading brands and retailers take action and...

Client Analyst

4 months ago

Chicago, United States First Recruiting LLC Full time

Implement new client accounts

o Facilitate and track account transfers

o Monitor transfers of cash/securities to ensure completion

o Reconcile assets and cost basis at new custodian/account


• Manage tasks to effect portfolio reallocations according to instructions

provided by consulting staff, including:

o Buy or sell Mutual Funds, ETFs, stocks

o Raise cash from investment managers

o Transfer money among accounts


• Coordinate with custodial banks and separate account managers to establish

client accounts

o Review and approve contracts prepared by the Client Operations

Associate

o Send new client information sheets and any supporting documents to

the manager

o Arrange & facilitate movement of funds between client accounts,

money managers and custodians


• Review and approve wire instructions to/from hedge funds and other limited

Partnerships


• Facilitation of requests

o Willingness and ability to communicate with clients to carry out

administrative and routine requests from clients regarding wire

transfers, change of address and other matters


• Account Maintenance

o Perform updates to account profile information, including addresses,

legal titles, authorized signers, trustees, web access, reinvestment

options, beneficiaries, etc.

o Facilitate Interclass Exchanges and Corporate Actions processing


• Close client accounts

o Prepare all necessary paperwork

o Monitory any related transfers and reconcile as needed

o Monitor account closing process


• Perform other client portfolio duties and tasks as assigned


3+ years of experience in the financial or professional services industry

o Preferably in an operational or service capacity at a RIA, family office,

investment manager or brokerage firm

• Prior experience working with an investment custodian, broker/dealer, or

investment manager