Client Service Analyst

Schedule

Pay

Position Overview

Responsibilities

• Aid senior team members with client conversions, reporting, and data analysis.
• Respond proactively to client custody-related inquiries.
• Work with internal departments to prioritize and resolve client requests and deliverables.
• Utilize internal technology solutions to efficiently manage client inquiries.
• Introduce clients to new technology, automation tools, and product enhancements.
• Affirm client service metrics.
• Engage in team projects, audits, and process improvement initiatives.
• Complete monthly reporting requirements accurately and on time.

Qualifications

• Bachelor's degree (BA/BS) or equivalent work experience.
• Strong customer service experience.
• Excellent communication and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and the ability to learn new systems quickly.