CW Analyst
Location: New York, New York
Country: United States
Category: Account & Project Management
Workplace Location: Onsite
Employment Type: Contract
Posted Date: February 26, 2026
Job ID: 644020
Job Description
CW Analyst
Location: Deerfield IL
Duration:12 months
Pay: 24-25 per hour DOE
The Planet Group is looking for a CW Analyst to join our well-known financial services client on a rough 12-month assignment, working in Deerfield IL
Qualifications:
- Client Onboarding, Data Management, and Contracting: T
- The Client Analyst supports the seamless integration of new clients by managing the on-boarding process, maintaining accurate client data, and handling contracting procedures.
- 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 - 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:
Qualifications:
- 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
EEO Statement
The staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process, and always double check the email address of the Recruiter to ensure it’s from an official Planet domain (@theplanetgroup.com or @launchcg.com) - and not a domain with an alternative extension like .net, .org, or .jobs.
The Planet Group and our companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity, and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.
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About The Planet Group
The Planet Group is a global professional services firm delivering strategic staffing and advisory solutions. We operate at the intersection of talent and transformation – connecting the right people with the right opportunities in the areas of technology, engineering, accounting & finance, digital marketing, and manufacturing.
As one of the largest staffing companies in the US, we operate with a global reach and a performance-first mindset. We partner with clients to move fast, stay agile, and drive measurable results – building high-impact teams that fuel transformation and growth.
