Junior Client Services Analyst

About the Role

• This role is with an established financial services organization.
• The company is seeking a detail-oriented Junior Client Services Analyst to support client operations and administrative processes.
• This opportunity offers exposure to financial services, account administration, data management, and internal business operations.
• The organization provides an opportunity for an early-career professional to develop technical and operational skills.

Position Overview

• Support the administration and maintenance of client accounts, financial information, and related operational records.
• Review account documentation, maintain accurate information across internal systems, assist with account setup and updates, and perform routine data verification and reconciliation activities.
• Collaborate with internal teams to ensure information is processed accurately, administrative requirements are completed on schedule, and client records remain organized and current.
• Well suited for an individual who enjoys detailed work, problem-solving, and developing an understanding of financial services operations.

Key Responsibilities

• Review and maintain client account records.
• Assist with administrative activities for establishing and maintaining financial accounts.
• Update client information, account details, and related records within internal databases.
• Examine submitted documentation to identify missing information, inconsistencies, or items requiring clarification.
• Coordinate with internal stakeholders to obtain outstanding materials and resolve account-related questions.
• Support routine changes to account information and ensure updates are reflected consistently across relevant systems.
• Verify financial and administrative data against supporting documentation.
• Assist with reconciliation activities involving account information and financial transactions.
• Investigate discrepancies and coordinate appropriate corrections with relevant departments.
• Help prepare recurring operational reports and maintain supporting schedules.
• Monitor assigned requests and follow established procedures to ensure timely completion.
• Maintain organized records and documentation.
• Assist with data quality reviews and other activities designed to improve information accuracy.
• Collaborate with colleagues across client services, finance, operations, and technology.
• Support improvements to existing administrative processes and information-management procedures.
• Participate in projects involving database updates, reporting enhancements, and workflow efficiencies.
• Identify recurring processing issues and communicate potential improvements to team leadership.
• Provide additional operational and administrative assistance as business needs evolve.

Requirements & Tech Stack

• Microsoft Excel
• General Microsoft Office applications
• Comfortable learning new databases, business applications, and financial systems

Qualifications

• Bachelor's degree required, preferably in Accounting, Finance, Economics, Business, or a related field.
• Approximately 0.6–2 years of professional experience.
• Previous internship or entry-level experience in financial services, accounting, banking, business operations, or a related environment is beneficial.
• Strong attention to detail.
• Strong organizational skills with the ability to manage multiple assignments and deadlines.