Client Services Analyst

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.

Skills and Requirements

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

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 employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 the recruiting process, please send a request to [email protected].