What are the responsibilities and job description for the Client Operations Analyst position at IntePros?
Join Our Team as a Client Services Analyst!
Location: Pittsburgh, PA
Experience Level: [Entry-Level/Experienced]
About Us
We pride ourselves on delivering exceptional client services and tailored solutions. We are seeking a meticulous and detail-oriented Client Services Analyst to join our dynamic team in Pittsburgh, PA. If you have a background in legal studies, strong analytical skills, and a knack for organization, we want to hear from you!
Your Role
As a Client Services Analyst, you will play a pivotal role in managing and maintaining client accounts. You’ll review critical documents such as client agreements, trusts, and wills, extracting key data elements to ensure accurate account coding. Your attention to detail will ensure that each account reflects the correct characteristics on our accounting platform.
Key Responsibilities
If you're ready to leverage your legal studies background and analytical skills in a client-focused role, apply now to become a Client Services Analyst. Let’s work together to provide exceptional service and innovative solutions!
Location: Pittsburgh, PA
Experience Level: [Entry-Level/Experienced]
About Us
We pride ourselves on delivering exceptional client services and tailored solutions. We are seeking a meticulous and detail-oriented Client Services Analyst to join our dynamic team in Pittsburgh, PA. If you have a background in legal studies, strong analytical skills, and a knack for organization, we want to hear from you!
Your Role
As a Client Services Analyst, you will play a pivotal role in managing and maintaining client accounts. You’ll review critical documents such as client agreements, trusts, and wills, extracting key data elements to ensure accurate account coding. Your attention to detail will ensure that each account reflects the correct characteristics on our accounting platform.
Key Responsibilities
- Document Review: Analyze client agreements, trusts, wills, and other legal documents to extract essential data for account setup.
- Account Management: Open new accounts and perform ongoing maintenance as requested by wealth managers.
- Data Accuracy: Ensure all account details are accurately coded to reflect the appropriate characteristics in our accounting platform.
- Collaboration: Work closely with wealth managers to ensure client needs are met efficiently and effectively.
- Education: A background in legal studies or paralegal experience (a law degree is not required).
- Skills:
- Time Management: Ability to manage multiple tasks and meet deadlines efficiently.
- Attention to Detail: A keen eye for accuracy and precision in data handling.
- Reading Comprehension: Strong ability to understand and interpret complex documents.
- Technical Proficiency: Experience with MS Office is helpful, especially in managing documentation and reports.
- Impactful Work: Play a crucial role in the accurate and efficient management of client accounts, directly contributing to client satisfaction and company success.
- Professional Growth: Opportunities for advancement within a supportive and collaborative environment.
- Dynamic Team: Join a team of dedicated professionals who value precision, teamwork, and client-first service.
If you're ready to leverage your legal studies background and analytical skills in a client-focused role, apply now to become a Client Services Analyst. Let’s work together to provide exceptional service and innovative solutions!
