Demo

Client Services Analyst - Non Exempt

TTI of USA, Inc.
Lake, FL Temporary
POSTED ON 2/13/2025
AVAILABLE BEFORE 5/11/2025

Job Description :

Client Services Analyst 84372-1

We're 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.

  • 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.
  • pplies advanced problem-solving skills, judgement, and experience to analyse information.
  • Uses developed communication skills to deliver high quality service to a specialized client base.
  • Provides key individuals at assigned clients information related to the firm's products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader firm services and offerings.
  • Proactively assists clients in reviewing potential business needs and facilitates introductions to the appropriate resources at the firm.
  • 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 firm's 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 firm's client needs to help develop process improvements.
  • No direct reports.
  • Provides guidance to less experienced team members.
  • Supports multiple complex client accounts.

Required Qualifications :

  • High school / secondary school or the equivalent combination of education and experience is required. Bachelor's degree preferred.3-5 years of total work experience preferred. Experience in financial services preferred.
  • 2-3 years of experience
  • Financial services experience is required
  • Strong communication, problem solving, and organization skills
  • Preferred Qualifications :

  • Series 6 / 7 licensing
  • Brokerage / RIA Experience
  • dditional Information :

  • Duration : 6-month contract opportunity
  • Hybrid Work Model : Three days onsite required weekly
  • Rate Range : $20-25 / hr. W2 (based on experience)
  • Salary : $20 - $25

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