Senior CRM Analyst joining Tania Bulhões to enhance luxury brand relationships through data - driven strategies. Focus on consumer experiences and commercial results in a dynamic team environment.
About the role
- Client Experience Manager coordinating escalated client inquiries for Strategic Wealth advisors. Working collaboratively with business units to resolve issues and present data to advisors.
Responsibilities
- Owning and coordinating multifaceted and escalated cases to completion for Strategic Wealth advisors and internal partners.
- Setting expectations regularly with advisors and business partners on status of requests and providing education on the process.
- Coordinating with technical analysts to produce custom reports and utilize reporting to provide consultation to business partners and Advisors regarding various commission related inquiries.
- Creating and presenting educational material on Client Compensation for business partners and Advisors.
- Operating as business representatives for process improvement projects, acquisitions, and high touch inquiries.
- Working with related business units to assist on conversions and educating advisors pre and post conversion.
- Project manage initiatives for process and product improvements within Client Compensation.
- Processing functions to include new advisor onboarding, compensation corrections, Strategic Wealth B2B fee processing, Query Batch and any ad hoc requests from internal partners.
Requirements
- 5+ years of service or comparable experience
- 3+ years of experience in Financial Services industry or comparable experience
- 3+ Proficiency in Microsoft Excel skills (e.g. pivot tables, advanced functions)
Benefits
- health benefits
- 401K matching
- employee stock options
- paid time off
- volunteer time off
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