Client Relations Analyst (Max $21/hr W2)
About The Position
The primary responsibility of a Client Relations Analyst is to research and respond to operational client complaints while ensuring the Firm's compliance with regulatory requirements and internal complaint-handling guidelines. Analysts in this role must collaborate effectively with business partners, including field and operations staff and management, to escalate and resolve complaint-related issues. They are also responsible for building strong working relationships with Client Relations Editors while learning departmental processes and style guidelines. Strong organizational and time management skills are essential, as analysts must effectively manage their workload while demonstrating initiative, self-motivation, and accountability. This position also requires participation in the coverage of client-facing telephone lines, with analysts expected to provide phone support at least one day per week. Analysts must maintain a professional and client-focused approach while handling incoming calls and addressing inquiries. In addition, this position may support various operational functions within Client Relations, including settlement processing, privacy opt-out processing, and participation in special projects as needed.
Requirements
- 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
- 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
- Ability to be self-motivated and succeed in a team atmosphere
Nice To Haves
- Bachelor's degree in Finance, Economics, English/Communications or a related discipline; work experience considered in lieu of these degrees
- Knowledge and some level of expertise in the brokerage industry or banking operations
Responsibilities
- Research and respond to operational client complaints.
- Ensure the Firm's 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.
- Learn departmental processes and style guidelines.
- Manage workload effectively while demonstrating initiative, self-motivation, and accountability.
- Participate in the coverage of client-facing telephone lines, providing phone support at least one day per week.
- Maintain a professional and client-focused approach while handling incoming calls and addressing inquiries.
- Support various operational functions within Client Relations, including settlement processing and privacy opt-out processing.
- Participate in special projects as needed.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
