Client Data Analyst: CRM & Compliance (Onsite Amherst)

Livingston International Inc.

Town of Amherst (NY)

On-site

USD 25,000 - 40,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation

Comprehensive benefits

Incentive opportunities

Professional development

Job summary

Livingston International Inc. in Amherst, NY is seeking a Client Data Analyst to ensure accurate and compliant client records. You will set up accounts in CRM, review power-of-attorney documents, validate pricing, and maintain data integrity onsite.

We value strong customer service, precise data entry, and the ability to work under tight deadlines. Salesforce experience is a plus, with comprehensive benefits and development opportunities provided.

Qualifications

Strong customer service orientation and professional representation.
Excellent written, verbal, and listening skills.
Accurately record data with attention to detail and accuracy.
Ability to work independently under a tight schedule and prioritize workflow.
Strong interpersonal and communication skills (oral and written).
Tech savvy; Salesforce.com experience is preferred.

Responsibilities

Set up customer accounts in the CRM in line with Customs regulations.
Review power-of-attorney documents for customers.
Validate pricing and other required documents to ensure records meet expectations.
Maintain and update existing customer account data, including name and address changes, client billing routing details, and rates.
Secure required signatures and confirm that necessary documents are available.
Collaborate with colleagues to identify data-related issues and assist with resolving them.
Ensure high quality data is collected and maintained over time.
Complete other duties as assigned by management.
Follow established policies and procedures consistently.