Client Services Analyst
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At a glance
Job overview
Insight Global is hiring a Client Services Analyst. The Client Services Analyst serves as the primary contact for assigned client accounts, providing timely and professional support. This role involves managing client reporting, analyzing data for trends and issues, and ensuring the accuracy of client-facing documentation. The analyst coordinates with internal departments to support client initiatives and resolves issues, while also communicating process updates and tracking client concerns.
Key focus areas include Serve as day-to-day contact for assigned client accounts, providing timely and professional support., Manage and monitor client reporting schedules, deliverables, and operational processes., and Analyze reports, account data, and exception reporting to identify trends, issues, and opportunities..
Successful candidates bring Client Services Experience. Important skills include Microsoft Office, Excel, Pivot Tables, VLOOKUPs, Analytical Abilities, and Problem-Solving Abilities.
Skills & qualifications
Skills
Qualifications
Full job description
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.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
Qualifications:
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2+ years of experience in client services, customer support, account coordination, or a related field.
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Proficiency with Microsoft Office, particularly Excel, including Pivot Tables and VLOOKUPs.
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Strong analytical and problem-solving abilities.
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Exceptional written and verbal communication skills.
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Proven ability to build relationships and provide excellent customer service.
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Comfortability with occasional assistance in call center.
Bachelor's/Associates highly preferred
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