Client Solutions Analyst, M&A & Service Excellence

Holman Enterprises; Mount Laurel Township (NJ); On-site; USD 61,000 - 87,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

Life and Disability Insurance

401(k) plan with Company Match

Paid Time Off (PTO)

Paid Holidays

Bereavement

Jury Duty

Paid Pregnancy/Parental leave

Paid Military Leave

Tuition Reimbursement

Job summary

Holman Enterprises is seeking a client-facing professional to maintain strong client relationships and ensure satisfaction through effective communication and problem solving. You will support clients with mergers and acquisitions projects and manage a priority queue to resolve inquiries promptly.

In this role, you will escalate concerns as the primary contact, coach teammates, and contribute to knowledge base updates. Strong organizational skills and attention to detail are essential.

Qualifications

• Bachelor's degree or equivalent work experience.
• Proficiency with MS Office tools including Outlook, Excel, Word, and PowerPoint.
• Ability to work independently and in a team.
• 2-4 years in case management, adminsupport, or customer service.
• Familiarity with accounting principles may be required.
• Knowledge of DMV regulations preferred but not required.

Responsibilities

• Acts as a client-facing representative, maintaining relationships and satisfaction through communication and problem solving.
• Supports clients with M&A projects and ensures a seamless transition for new clients.
• Manages and prioritizes a priority queue for timely resolutions of inquiries.
• Drives resolution across all case types using standard procedures.
• Primary point of contact for formal client escalations and prompt issue resolution.

Skills

Client communication

MS Office

Independence

Time management

Education

Bachelor's degree in related field or equivalent work experience

Tools

Outlook

Excel

Word

PowerPoint

Project

Visio

SharePoint

Job description

Holman Enterprises is seeking a client-facing professional to maintain strong client relationships and ensure satisfaction through effective communication and problem solving. You will support clients with mergers and acquisitions projects and manage a priority queue to resolve inquiries promptly.

In this role, you will escalate concerns as the primary contact, coach teammates, and contribute to knowledge base updates. Strong organizational skills and attention to detail are essential.