Data Analyst, Specialist
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About The Position
Join the Client Experience Analytics team and play a pivotal role in advancing two of Advice & Wealth Management's top strategic priorities: the Signals Program and the Friction Reduction System (FRS). This role is ideal for a creative, self-starting analyst who thrives in a product-oriented environment, brings an owner's mindset, and is passionate about solving complex problems and anticipating business needs. The Signals Program empowers Relationship Managers and Advisors with personalized, data-driven insights to proactively position products and services aligned with clients' goals, enhancing engagement and deepening relationships. The Friction Reduction System (FRS) leverages large language models and advanced analytics to detect, remediate, and prevent client pain points, enabling the business to act on both micro-level issues and macro-level trends to continuously improve the client experience.
