Customer Service Intermediate Analyst

About the role

This role is focused on providing client resolutions and support, managing high-profile client portfolios, and ensuring timely, professional issue resolution aligned with departmental standards.

Responsibilities

• Handle client inquiries through calls and face-to-face interactions, providing updates on system issues and market problems.
• Offer coaching to team members and serve as a point of escalation.
• Recommend process improvements to enhance client experience.
• Maintain knowledge of market and regulatory changes affecting clients.
• Conduct analyses, manage risk, and ensure compliance with laws and policies.
• Participate in initiatives to improve client experience and reduce inquiry volume.
• Complete reviews, audits, and reporting tasks to maintain control environment.

Requirements

• 2-5 years of customer experience, preferably in a business or financial setting.
• Strong organizational, project management, and analytical skills.
• Effective communication and stakeholder influence abilities.
• Demonstrated accountability, risk management, and high-quality service delivery.
• Bachelor’s degree or equivalent experience.