Financial Analyst – Entry Level

Financial Analyst – Entry Level

Location: Chicago, IL

Comp: $68-75K/year

We are working with a prominent financial services organization to find a dedicated Financial Analyst to join their operations team overseeing their Asset & Wealth Management division in Chicago. This position provides a fantastic opportunity to advance your career in operations, where you’ll apply your due diligence expertise, support key client onboarding processes, and work in a fast-paced, collaborative setting.

What You’ll Be Doing:

As a Financial Analyst, you’ll play a key role in ensuring new client accounts are set up efficiently and accurately. You’ll collaborate with various internal teams such as Legal, Compliance, Sales, and Service, making this a great opportunity to build a strong network and gain industry knowledge. Your responsibilities will include:

• Entering and processing client account opening documents in our systems.
• Acting as the go-to contact for internal teams during the onboarding process, including answering questions and ensuring policies are followed.
• Reviewing client documentation to meet regulatory, compliance, and AML (Anti-Money Laundering) standards.
• Working closely with client-facing teams to enhance the onboarding experience.
• Analyzing and resolving onboarding challenges both independently and with your team.
• Escalating and addressing onboarding issues to maintain excellent service quality.

Qualifications:

We’re searching for a motivated and detail-oriented individual who is excited about the financial industry and providing excellent service. Ideal candidates will have:

• A bachelor's degree
• Strong attention to detail and organizational skills.
• Excellent communication and teamwork abilities.
• The ability to thrive in a fast-paced, high-pressure environment.
• A client-focused mindset and the ability to multitask effectively.
• Proficiency in Microsoft Word and Excel.

What's in It for You:

• Gain hands-on experience in a dynamic and supportive environment.
• Develop your understanding of the financial industry and client onboarding.
• Collaborate with a diverse team of professionals.
• Competitive Compensation
• Medical Benefits, PTO, Weekly Pay

PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.