The primary responsibility of a Client Relations Analyst is to research and respond to operational client complaints while ensuring the Firm's 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.
They are also 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 their workload while demonstrating initiative, self-motivation, and accountability.
This position also 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.
In addition, this position may support various operational functions within Client Relations, including settlement processing, privacy opt-out processing, and participation in special projects as needed.
Skills Required:
Excellent grammar and composition skills
Excellent written and oral communications skills
Preferred candidates have knowledge and some level of expertise in the brokerage industry or banking operations
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 skils
Education:
Preferred candidates will possess a Bachelor's degree in Finance, Economics, English/Communications or a related discipline; work experience considered in lieu of these degrees
Shift:
Role is Hybrid and requires in-office attendance 3 days per week.
About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
AI Statement: By applying, you acknowledge that AI-assisted tools may be used during hiring.
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Numbers & Facts
Location
South Jordan, UT
Skills
Artificial Intelligence (AI)unmatched
Banking Operationsunmatched
Banking Servicesunmatched
Brokerageunmatched
Customer Relationsunmatched
Detail Orientedunmatched
Economicsunmatched
English Languageunmatched
Financeunmatched
Microsoft Outlookunmatched
Microsoft Wordunmatched
Operational Supportunmatched
Operations Managementunmatched
Organizational Skillsunmatched
People Managementunmatched
Presentation/Verbal Skillsunmatched
Public/Media/Press/Analyst Relationsunmatched
Regulatory Complianceunmatched
Regulatory Requirementsunmatched
Style Guideunmatched
Telephone Skillsunmatched
Time Managementunmatched
Writing Skillsunmatched
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