Client Relationship Management – Senior Analyst

Develops and communicates an understanding of client businesses by conducting and analyzing client research, research on industry issues, preparing benchmarking studies and creating risk maps for internal and external use.

Supports colleagues by managing day-to-day aspects for designated accounts and conducting ensuing account management tasks including completing billing transactional work, generating and coordinating calendars and timelines, liaising between internal senior professionals and business accounts, and generally representing the business to ensure satisfaction, compliance and allow for senior level colleagues to focus on growth efforts.

Manages account concerns or issues encountered and successfully addresses small and complex problems in a timely manner, applying judgement as to when and what to escalate up to senior colleagues.

Collects insights and information on relationship satisfaction and reports results to senior colleagues offering context and suggestions when needed to best ensure account satisfaction and retention.

Begins to build relationships with professional counterparts at client organizations.

Maintains a fluency in the Company’s various service offerings and market trends to enrich work performed and develop sales capabilities.

Tagged as: Finance