eTeam · 1 day ago
Client Analyst
Deerfield, IL
Full-time
Onsite
Entry, Mid Level
2+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm. The Client Analyst serves as an integral member of the centralized Client Service Team, supporting Advisor teams and clients through client onboarding, data management, and investment account processing.
Information Technology
Responsibilities
Client Onboarding, Data Management, and Contracting: The Client Analyst supports the seamless integration of new clients by managing the on-boarding process, maintaining accurate client data, and handling contracting procedures
Meeting Coordination: Assists in scheduling client meetings as needed to ensure timely and effective communication between advisor teams and clients
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
Bachelor's 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
Company
eTeam
eTeam is a staffing agency that also provides payrolling services.
501-1000 employees
H1B Sponsorship
eTeam 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 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-04Acquired
Leadership Team
Swetta Bhatt
CEO APAC & India
Aanchal Thakur
Chief Customer Officer
Recent News
2025-11-19
2025-08-21
Company data provided by crunchbase