Client Services Analyst overseeing client services and relationships while managing expectations and technical issues for their service delivery. Supporting customer needs and building rapport.
Responsibilities
Oversee every aspect of the client experience
Build strong rapport with clients and their teams
Address customer support issues to exceed expectations
Interpret and understand KPI’s, contracts, and SLA’s
Partner with the Project Management Team on implementation of projects through closure
Requirements
Minimum of 2 years’ experience using a case management system (Salesforce is preferred)
Previous experience delivering customer service across a diverse portfolio of software products in a SaaS environment
Strong demonstrated oversight for handling complex client issues
3PL is highly preferred working with premium brands
Background with Continuous Improvement and Project Management is recommended
Demonstrated computer proficiency and working knowledge of Word, Excel, PowerPoint, and Outlook
Team Leader managing KYC/AML processes at Vistra Global Services in Mauritius. Leading a team and ensuring compliance with policies and procedures in the onboarding process.
Client Care Specialist delivering professional customer service at animal memorial services. Ensuring quality interactions via various communication methods and coordinating client service requests.
Client Service Associate supporting Relationship Managers in Wealth Advisory. Administration of trust, investment, and retirement accounts with a focus on client relationships.
Client Service Associate providing support to financial advisors at LPL Financial. Focusing on client communication, problem resolution, and service education.
Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
Tax Partner providing compliance and consulting services on tax issues at EisnerAmper. Engaging with high - net - worth individuals and supervising tax staff in Baton Rouge, Louisiana.
On Demand Client Services Executive managing aviation client relationships in a fast - paced environment. Delivering high - quality service and managing multiple requests with accuracy under pressure.
Client Service Media Planner for Nissan United/Omd, developing integrated marketing solutions in Düsseldorf. Collaborating within a cross - disciplinary team while managing national media planning and campaigns.
Client Service Representative executing shareholder meetings using online platforms for Broadridge, a FinTech leader. Planning, organizing, and coordinating with clients and vendors for successful event execution.