New

CW Analyst_USA_USD

Spectraforce Technologies
United States, Illinois, North Chicago
Apr 22, 2026
Job Title: AWM Operations Analyst - Client/Shareholder Services Location: Chicago, IL (Onsite) Duration: Contract 6 months, possibility of extension Role Overview We are seeking a detail-oriented Operations Analyst to join the Asset & Wealth Management (AWM) division, supporting Client/Shareholder Services, Onboarding, and Lifecycle Management. This role is ideal for professionals who thrive in a fast-paced, high-energy environment and are passionate about delivering exceptional client service while managing complex operational processes. You will act as a key liaison across multiple business functions, ensuring seamless client onboarding, account maintenance, and lifecycle management across various client segments and distribution channels. Key Responsibilities Manage end-to-end client onboarding and lifecycle processes across sales territories and client types Serve as a primary point of contact for Sales, Advisors, and internal stakeholders during onboarding and account maintenance Perform KYC (Know Your Customer) and CIP (Customer Identification Program) checks Conduct due diligence on third-party distributors and intermediaries Collaborate cross-functionally with: Sales Portfolio Management Product Management Legal & Compliance Support account maintenance, red flag reviews, dealer terminations, and reporting activities Analyze and resolve operational issues with strong attention to detail Ensure accurate documentation and compliance with internal policies and regulatory standards Required Qualifications Bachelor's Degree 0-3 years of experience in: Financial services Client servicing Operations / onboarding roles Strong understanding of: Client onboarding processes KYC / CIP requirements (preferred) Excellent communication and stakeholder management skills Strong analytical and problem-solving abilities High attention to detail and ability to manage multiple priorities Preferred Qualifications Experience in Asset Management or Wealth Management operations Knowledge of financial products such as: Mutual Funds Money Market Funds SMAs (Separately Managed Accounts) Alternative Investments Proficiency in: Microsoft Excel PowerPoint Word Key Competencies Client-centric mindset Strong organizational skills Ability to work in a fast-paced, high-volume environment Proactive and self-driven approach Effective cross-functional collaboration Why Apply? Opportunity to work with a leading global firm Exposure to Asset & Wealth Management operations High visibility role with cross-functional interaction Strong learning environment for early-career professionals