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Sr Client Relations Specialist

VirtualVocations
Huntington Beach, California, United States
Full-time

A company is looking for a Sr. Client Relations Specialist.Key Responsibilities : Analyze business processes and identify areas for improvementCollaborate with stakeholders to gather and document requirementsTroubleshoot client-reported issues and provide solutionsRequired Qualifications : Bachelor's degree and / or 4+ years of client-facing work experienceProficiency in tools such as JIRA, Python, SQL, and Microsoft ExcelStrong project management skillsKnowledge of asset management, particularly broker / dealer and advisor industry is preferredProficiency in business tools such as spreadsheets, data management, and project management

13 days ago
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