Client Relations Analyst

Responsibilities

• Research and respond to operational client complaints while ensuring compliance with regulatory requirements and internal complaint-handling guidelines.
• Collaborate effectively with business partners, including field and operations staff and management, to escalate and resolve complaint-related issues.
• Build strong working relationships with Client Relations Editors while learning departmental processes and style guidelines.
• Manage workload effectively, demonstrating initiative, self-motivation, and accountability.
• Support various operational functions within Client Relations, including settlement processing, privacy opt-out processing, and special projects as needed.

Requirements

• Excellent grammar and composition skills.
• Excellent written and oral communications skills.
• Possess a Bachelor's degree in Finance, Economics, English/Communications or a related discipline; work experience considered in lieu of these degrees preferred.
• Knowledge and some level of expertise in the brokerage industry or banking operations preferred.
• Strong initiative and drive.
• Proficiency in Microsoft Word and Outlook programs.
• Proven ability to work effectively with all levels of employees.
• Exceptional phone presentation skills.
• Able to perform efficiently in a fast-paced, changing environment while handling a wide variety of tasks.
• Strong organizational skills, attention to detail, and excellent follow-up skills.
• Able to be self-motivated and succeed in a team atmosphere.

Qualifications

Knowledge and some level of expertise in the brokerage industry or banking operations preferred.

Skills

• Excellent grammar and composition skills.
• Excellent written and oral communications skills.
• Strong initiative and drive.
• Proficiency in Microsoft Word and Outlook programs.
• Proven ability to work effectively with all levels of employees.
• Exceptional phone presentation skills.
• Strong organizational skills, attention to detail, and excellent follow-up skills.
• Able to perform efficiently in a fast-paced, changing environment while handling a wide variety of tasks.
• Able to be self-motivated and succeed in a team atmosphere.

Benefits

Position Type: ContractHybrid in-office attendance 3 days per week

Pay

Not specified

Schedule

Not specified

Contact Information

Get in Touch: If you think you'd be a good match, submit your resume and reach out to Simran at 551-277-4514 to learn more. #HbM6349