What are the responsibilities and job description for the Client Services Analyst/Operations Analyst position at UNITY Systems?
Job Title: Client Services Analyst
We are seeking a highly motivated Client Services Analyst to join our growing team. This role involves providing exceptional support to major clients, resolving complex operational and technical issues, and ensuring seamless execution of requests. You will leverage your expertise in financial services to analyze client needs, propose solutions, and contribute to business development efforts.
Key Responsibilities:
- Resolve complex client inquiries, leveraging internal resources for optimal solutions.
- Provide high-quality service to a specialized client base while proactively identifying business needs.
- Lead internal initiatives to improve the client experience and service processes.
- Support multiple complex client accounts and guide junior team members.
Qualifications:
- Required: 2-3 years of experience in financial services, strong communication, problem-solving, and organizational skills.
- Preferred: Series 6/7 licensing, Brokerage/RIA experience.
Additional Details:
- Duration: 6-month contract
- Work Model: Hybrid (3 days onsite weekly)
- Location: [Specify Location]
- Compensation: $20-25/hr. W2 (based on experience)
Job Types: Full-time, Contract
Work Location: On the road
Salary : $20 - $25
