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Client Service Operations Analyst - Remote

Posted 12 weeks ago
Data Analysis
Full Time
USA
$50,000 - $68,000/year

Overview

The Client Service Operations Analyst is a self-starter who concurrently manages numerous tasks and projects for the entire Client Service organization. The Operations Specialist will coordinate and manage all necessary tasks and project work with cross-functional teams, including Internal Systems. The Operations Specialist possesses strong analytical and reporting skills in order to provide Client Service leadership with actionable insights.

In Short

  • Assist Client Service leadership in the design and documentation of internal processes and procedures.
  • Maintain and update all changes to the documented processes and procedures.
  • Educate the Client Service staff on the changes, where applicable.
  • Drive continuous improvement on all related processes, documents, and tools.
  • Document and maintain all Client Service Operations Analyst processes.
  • Support Client Service leadership with reporting needs in various areas.
  • Coordinate with Client Service leadership to build insightful reports.
  • Maintain training statistics for all trainings.
  • Manage the Continuing Education tracking and reporting process.
  • Provide insight on projects when needed.

Requirements

  • Bachelor’s degree in Computer Science, Information Technology, or equivalent work experience.
  • 1-3 years of metrics and data report building experience.
  • Working knowledge of Microsoft Office Suite.
  • Working knowledge of Salesforce and Looker.
  • Working knowledge of Qualtrics and LMS proficiency.

Benefits

  • Eligible for annual bonus program.
  • Retirement contributions.
  • Health insurance.
  • Sick leave and parental leave.
  • Paid time off.

E.A

eMoney Advisor

eMoney Advisor is a leading financial technology company that specializes in providing innovative solutions for financial advisors and their clients. The company focuses on enhancing client engagement and improving financial planning processes through its advanced software tools. With a commitment to delivering actionable insights and exceptional client service, eMoney Advisor empowers financial professionals to optimize their operations and drive success in their practices.

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