Client Relations Analyst

Hired by Matrix, Inc; South Jordan (UT); Hybrid; USD 50,000 - 70,000; Part time

Job summary

Matrix, Inc is seeking a Client Relations Analyst on a contract basis, with hybrid in-office attendance three days per week in Utah. The role emphasizes client relations, regulatory compliance, and collaboration with cross-functional teams.

The ideal candidate will possess strong communication, organizational skills, and a background in finance or brokerage operations. This position offers growth in a dynamic financial services environment.

Qualifications

• Bachelor's degree in Finance, Economics, English/Communications or related discipline.
• Brokerage industry or banking operations knowledge preferred.
• Excellent grammar and written/oral communications.
• Strong initiative and drive.
• Ability to thrive in a fast-paced, changing environment.
• Strong organization, attention to detail and follow-up.
• Ability to work with all levels of staff.

Responsibilities

• Research and respond to operational client complaints while ensuring regulatory compliance.
• Collaborate with field/operations staff and management to escalate issues to the right teams.
• Build strong relationships with Client Relations Editors and learn processes and style guidelines.
• Stay organized and manage workload with initiative, motivation, and accountability.
• Provide phone support at least one day per week for client inquiries.
• Maintain a professional, client-focused approach in handling calls and inquiries.
• Support settlement processing, privacy opt-out processing, and special projects as needed.

Skills

Communication

Grammar

Teamwork

Initiative

Attention to detail

Time management

Phone presentation

MS Word

Outlook

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in English/Communications

Work experience considered in lieu of degree

Tools

MS Word

Outlook

Job description

At-a-Glance

Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Client Relations Analyst.

Position Type

• Contract
• Hybrid in-office attendance 3 days per week

Required

• Excellent grammar and composition skills.
• Excellent written and oral communications skills.
• Possess a Bachelor's degree in Finance, Economics, English/Communications or a related discipline; work experience considered in lieu of these degrees preferred.
• Knowledge and some level of expertise in the brokerage industry or banking operations preferred.
• Strong initiative and drive.
• Proficiency in Microsoft Word and Outlook programs.
• Proven ability to work effectively with all levels of employees.
• Exceptional phone presentation skills.
• Able to perform efficiently in a fast-paced, changing environment while handling a wide variety of tasks.
• Strong organizational skills, attention to detail, and excellent follow-up skills.
• Ability to be self-motivated and succeed in a team atmosphere.

Responsibilities

• Research and respond to operational client complaints while ensuring compliance with regulatory requirements and internal complaint-handling guidelines.
• Analysts in this role must collaborate effectively with business partners, including field and operations staff and management, to escal
• Responsible for building strong working relationships with Client Relations Editors while learning departmental processes and style guidelines.
• Strong organizational and time management skills are essential, as analysts must effectively manage workload while demonstrating initiative, self-motivation, and accountability.
• Requires participation in the coverage of client-facing telephone lines, with analysts expected to provide phone support at least one day per week.
• Analysts must maintain a professional and client-focused approach while handling incoming calls and addressing inquiries.
• May support various operational functions within Client Relations, including settlement processing, privacy opt-out processing, and participation in special projects as needed.

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