Client Services Analyst

Job Summary

Supporting client success in a fully remote capacity, the full-time Client Services Analyst II will manage client interactions, analyze performance, and ensure timely delivery of data files and reports while collaborating with cross-functional teams to enhance service delivery and client satisfaction.

Key responsibilities

• Ensure the timely and successful delivery of client data files and client-facing letters
• Perform detailed analysis and quality assurance of client data files and letters to ensure accuracy and compliance
• Analyze complex data sets to identify trends, issues, and actionable insights to support operational improvements

Required qualifications

• Bachelor's degree or equivalent client services or operational experience
• Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUP, and formulas
• Strong analytical skills with the ability to resolve data and workflow issues
• Experience performing quality assurance on client data files, letters, or reports
• Ability to document and translate client-specific processes across technical and non-technical teams