Business Process Analyst
Location: Deerfield, Illinois
Country: United States
Category: Project Management
Workplace Location: Onsite
Employment Type: Contract
Posted Date: April 20, 2026
Job ID: 646185
Job Description
Title Analyst
Location Deerfield IL
Pay 20- 25 per hour
12 month contract
The Client Analyst is a key member of the centralized Client Service Team, supporting advisor teams and delivering a high-quality client experience through operational and administrative excellence.
Key ResponsibilitiesClient Onboarding, Data Management & Contracting
- Manage the end-to-end onboarding process for new clients
- Maintain accurate and up-to-date client records
- Support contracting and documentation requirements
Meeting Coordination
- Schedule and coordinate client meetings to ensure timely communication between advisors and clients
Investment Account Processing
- Prepare, submit, and track new account applications
- Monitor applications through approval and funding stages
Tax Season Support
- Organize and manage tax-related documentation
- Track client consents and assist with tax return finalization
- Coordinate estimated payments and support e-filing processes
Internal Collaboration
- Partner with internal teams to support investment and operational activities
- Assist with account-related requests, including Special Investments and Private Equity
Quality Control & Reporting
- Track and report on quality control metrics
- Support continuous improvement of service standards
Qualifications
- Bachelor's degree required
- 2-5 years of experience in a professional corporate environment
- Strong written and verbal communication skills
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Ability to thrive in a fast-paced environment and manage multiple priorities
- Highly organized with strong attention to detail
- Team-oriented with a proactive, problem-solving mindset
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.
