Client Relations Administrator (Hybrid)
Core
Serve as the primary point of contact for bank and broker clients within the Proxy business, managing complex issues, operational workflows, and service changes.
Role type
Client Relations Administrator (Financial Services)
Builds
Proxy business products and services for bank and broker clients
Domain
Financial Services / Proxy Voting
Deliverable
client delivery
Required skills
Client relationship management, complex problem solving, financial product knowledge, process execution, cross-functional collaboration, data analysis, clear communication
Preferred skills
Fintech experience, proficiency in Excel/Outlook/PowerPoint, ability to learn new systems quickly
Technologies
Excel, Outlook, PowerPoint
Responsibilities
Diagnose and resolve complex client challenges involving products and operational workflows; Build trusted relationships with clients by demonstrating deep understanding of their business; Execute within established operational processes with high accuracy; Partner with internal teams to implement service and workflow updates
Seniority
Mid-level, hands-on IC