Innova Solutions · 7 hours ago
Client Analyst
Deerfield, IL
Contract
Onsite
Entry, Mid Level
$22/hr - $25/hr
2+ years expInnova Solutions is a staffing firm that is currently hiring for a Client Analyst position. The role involves processing investment accounts, managing tax season activities, collaborating with internal teams, and assisting in quality control reporting.
Artificial Intelligence (AI)Business Information SystemsCloud Data ServicesConsultingCyber SecurityInformation TechnologyInfrastructureIT ManagementMachine LearningSoftware
Responsibilities
Investment Account Processing: Prepares, submits, and tracks new investment account applications, overseeing the process through to the funding stage
Tax Season Activities: Manages a variety of tasks during tax season, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing
Internal Group Collaboration: Interfaces with internal departments to complete a range of investment and operational tasks. This includes addressing matters related to accounts, as well as handling requests involving Special Investments and Private Equity
Quality Control Metrics and Reporting: Assists teams in tracking and reporting on Quality Control metrics to help maintain high standards of service
Qualification
Required
Bachelors degree required
A minimum of 2-5 years of work experience in a professional corporate environment
Strong written and verbal communication skills
Proficiency in Word, Excel, PowerPoint, and Outlook required
Ability to work in a fast-paced environment and think clearly under pressure
Excellent communications skills: team focused
Extremely organized and detail oriented
Preferred
Experience in financial services is preferred but not required
Benefits
Medical & pharmacy coverage
Dental/vision insurance
401(k)
Health saving account (HSA)
Flexible spending account (FSA)
Life Insurance
Pet Insurance
Short term and Long term Disability
Accident & Critical illness coverage
Pre-paid legal & ID theft protection
Sick time
Other types of paid leaves (as required by law)
Employee Assistance Program (EAP)
Company
Innova Solutions
Innova Solutions is an IT company that specializes in data analytics, cloud computing, cyber security, and machine learning.
10001+ employees
H1B Sponsorship
Innova Solutions has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (452)
2024 (399)
2023 (290)
2022 (78)
2021 (36)
2020 (98)
Funding
Current Stage
Late StageTotal Funding
unknown2012-01-01Private Equity
Leadership Team
Raj Sardana
Founder, Chairman, & CEO
A
Atul Gambhir
Chief Information & Product Officer
Recent News
2025-12-15
EIN Presswire
2025-08-01
Company data provided by crunchbase