Customer Service Business Analyst
Listed on 2026-07-19
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Business
Financial Analyst -
Finance & Banking
Financial Analyst
Customer Service Business Analyst
This is a highly visible call center environment serving high-net-worth customers, so we are looking for someone with strong customer service and call center experience.
The ideal candidate should be customer-focused, empathetic, and skilled at understanding customer needs while delivering an exceptional customer experience in a fast-paced service environment. They should be proactive in identifying solutions, managing customer expectations, and driving issues to resolution.
Success in this role also requires the ability to work effectively within a call center setting, balancing customer inquiries, service levels, and response times while maintaining professionalism and composure. Strong collaboration skills are essential, as the individual will need to partner closely with team members and cross-functional organizations to resolve issues and deliver timely outcomes for our customers.
Education and Experience RequirementsBachelor's Degree in Accounting, Finance or related field required or equivalent combination of education and increasingly responsible experience sufficient to successfully perform the essential functions of the job. 3 years of increasing financial responsibility. Position
Purpose:
Under limited supervision, performs ongoing analysis and reporting of actual performance to budgets and/or forecasts. Provide in depth ongoing analysis and reporting of operational performance, and analysis as required. in support of assigned business areas, we well as understanding of and recommendations to resolve risks and opportunities.
Principle Duties and Responsibilities:
Essential Functions:
Perform other duties as assigned. Other Requirements:
This job requires one to be able to read, write, speak, and understand the English language.
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