Client Relations Analyst

Holland & Knight LLP•Tampa, FL

3d•Onsite

About The Position

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success. This position will be based out of our Tampa office. General Description We are seeking a Client Relations Analyst to join our team. The Client Relations Analyst plays a crucial role in supporting strategic programs within a premier investment bank (IB) and private wealth advisory initiatives. Working closely with the Chief Client Relations and Opportunities Officer and the department management team, this analyst focuses on driving new business initiatives and enhancing client partnerships. Key responsibilities include analyzing client data and trends to identify growth opportunities. The analyst also assists in supporting key accounts, facilitating effective communication, and contributing to strategic planning efforts that align with the Corporate, M&A and Securities (CMAS) business objectives. Additionally, as part of the Client Relations and Opportunities (CRO) team, the analyst will help manage events, coordinate essential projects (e.g., Business Owner Summits) for the CMAS section, prepare and schedule conference meetings and materials, and assist with both internal and external client outreach.

Requirements

Strong proficiency with Intapp DealCloud, data entry, tracking and reporting (experience customizing workflows, dashboards and reports is a plus).
Excellent communicator with strong business writing, listening, and presentation skills.
Professional, proactive, and results-oriented with high energy and integrity.
Strategic thinker, who balances big-picture vision with attention to detail.
Creative problem-solver with strong planning, organizational, and project management skills.
Client-focused, skilled in relationship management, diplomacy, and conflict resolution.
Empathetic and collaborative, able to build rapport and maintain constructive relationships.
Highly adaptable, capable of prioritizing and completing tasks under tight deadlines.
Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365.
Bachelor’s degree in business administration, Communications, Economics, English, Finance, Political Science or related field.
4+ years of experience in professional services (preferably legal).

Nice To Haves

Data analytics and management background preferred.
Familiarity with middle-market M&A processes or private capital markets.
Exposure to investment banking and wealth advisor relationship management or corporate development.
Knowledge of data enrichment tools (e.g., PitchBook, Capital IQ).

Responsibilities

Organize and drive planning, and administrative oversight of the premier investment bank initiative.
Collaborate with the Chief Client Relations and Opportunities Officer and team leadership to establish clear and measurable client engagement goals each year, focusing on key performance indicators such as new client engagement, partner feedback, and growth in client portfolio value.
Participate in IB calls to support Business Owner Summit preparation.
Assist in managing key client accounts within the premier investment bank and wealth advisor program, ensuring effective communication and fostering strong partnerships that align with the firm's goals.
Track and analyze performance metrics related to client relationships within the investment bank initiative and wealth advisor relationships, providing reporting for committee updates on Key performance indicators.
Participate in the planning and execution of strategic programs aimed at enhancing client relations and driving business objectives, focusing on initiatives related to private wealth management and investment banking.
Work closely with internal teams, to ensure alignment on client engagement efforts, particularly within the investment banking and wealth advisory contexts.
Support the planning and execution of client-related events and initiatives tied to the premier investment bank and wealth advisor programs that promote engagement and enhance the firm’s presence in the market.
Administrative support of the reporting funnel (e.g., key performance indicators – leads, introductions, interactions, follow-up actions, HK Deal Flow targets, and IB targets.)
Lead effective project management and communication throughout the lifecycle of initiatives, from ideation to implementation.
Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.
Special projects and duties as assigned.

Benefits

comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners
life and AD&D insurance
short and long term disability insurance
tax-advantaged accounts for health care expenses, including FSAs and HSAs
FSAs for dependent care
health advocacy services
behavioral health and counseling resources for all family members
401(k)
profit sharing
backup dependent care
senior care planning support
resources for individuals with development disabilities and their caregivers
paid holidays and other paid time off, including paid leave for new parents