Client Services Analyst

Client Services Representative

Required Skills & Experience

Qualifications:

• 2+ years of experience in client services, customer support, account coordination, or a related field.
• Proficiency with Microsoft Office, particularly Excel, including Pivot Tables and VLOOKUPs.
• Strong analytical and problem-solving abilities.
• Exceptional written and verbal communication skills.
• Proven ability to build relationships and provide excellent customer service.
• Comfortability with occasional assistance in call center.

Nice to Have

Skills & Experience:

• Bachelor's/Associates highly preferred
• Bilingual (Spanish/English) preferred

Job Description Responsibilities:

• Serve as the day-to-day contact for assigned client accounts, providing timely and professional support.
• Manage and monitor client reporting schedules, deliverables, and operational processes.
• Analyze reports, account data, and exception reporting to identify trends, issues, and opportunities for improvement.
• Ensure the accuracy and quality of client-facing documentation and reporting.
• Coordinate with internal departments including Operations, IT, Finance, Audit, and other business units to support client initiatives and resolve issues.
• Communicate process updates, system enhancements, and operational changes to stakeholders.
• Track and escalate client concerns, risks, or service issues as needed.
• Support special projects and client-driven initiatives.
• Review operational workflows and account inventories to ensure alignment with client objectives.
• Manage exception reports and ensure timely resolution of outstanding items.
• Maintain detailed documentation of processes, client requirements, and business procedures.
• Assist with inbound client support call center and operational coverage as needed.