Client Relations Analyst

At-a-Glance:

• Contract
• Hybrid in-office attendance 3 days per week

• Excellent grammar and composition skills.
• Excellent written and oral communications skills.
• Possess a Bachelor's degree in Finance, Economics, English/Communications or a related discipline; work experience considered in lieu of these degrees preferred.
• Knowledge and some level of expertise in the brokerage industry or banking operations preferred.
• 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.

• Research and respond to operational client complaints while ensuring 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.
• 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 workload while demonstrating initiative, self-motivation, and accountability.
• 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.
• May support various operational functions within Client Relations, including settlement processing, privacy opt-out processing, and participation in special projects as needed.