Client Services Analyst

Compensation Range

$33.00 per hour

Welcome to IntePros, a certified woman-owned company specializing in innovative and results-oriented recruiting and staffing solutions. We take immense pride in genuinely understanding what drives and inspires exceptional individuals like you. Your success is our priority, and we are dedicated to actively shaping your long-term career journey. At IntePros, we believe in comprehensive well-being. You have access to our medical, dental, vision, and mental health programs, ensuring your health and wellness are taken care of. To support your continuous growth, we also provide a $1,500 per year education and professional certification fund. Diversity and inclusion are cornerstones of our company ethos. IntePros is proud to be an equal opportunity employer. We do not discriminate in employment on the basis of race, color, religion, sex, pregnancy, gender identity, national origin, sexual orientation, disability, age, veteran or military status, retaliation, or any other characteristic protected by law. We celebrate the rich tapestry of backgrounds and perspectives that make us stronger as a team. Please note that only qualified individuals being considered will be contacted. We appreciate your interest and look forward to potentially embarking on a transformative journey together.

IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Analyst for a critical engagement in Lake Mary, FL.

Were looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.

Our client offers a fast-paced environment and dynamic culture where client first is paramount. We serve introducing broker dealers and advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.

Client Service Analyst role

Works with external clients to resolve the most complex day-to-day issues and leverages the appropriate resources to resolve their inquiries. Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem solving skills, judgement, and experience to analyze information. Uses developed communication skills to deliver high quality service to a specialized client base. Provides key individuals at assigned clients information related to products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader client services and offerings. Proactively assists clients in reviewing potential business needs and facilitates introductions to the appropriate resources. Resolves the most complex or non-routine client issues or inquires, as needed. Uses in-depth knowledge of client issues and needs to contribute to business development efforts. Uses broad understanding of client products and services to best propose expanded offerings to clients for front office consideration. Leads and participates in internal activities and initiatives designed to improve the client experience. Uses knowledge of client services best practices and client needs to help develop process improvements. No direct reports. Provides guidance to less experienced team members. Supports multiple complex client accounts.

Client Services Analyst qualifications

High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred.3-5 years of total work experience preferred. Experience in financial services preferred.