Talent.com
Client Services Analyst
Client Services AnalystFragomen • San Francisco, CA, US
Client Services Analyst

Client Services Analyst

Fragomen • San Francisco, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Client Services Analyst

A career at Fragomen will provide you with the opportunity to work in an exciting environment for a broad range of clients, where no two days will be the same. You will face interesting challenges and you will work with dedicated, friendly and ambitious people. We are extremely proud of our diverse workforce at Fragomen and we are fully committed to providing equal opportunities. We believe that our differences make us stronger.

The Client Services department looks after client accounts on both a regional and global scale, acting as a single point-of-contact between the client and the practice teams. The team has overall responsibility for building and maintaining successful client relationships, as well as ensuring compliance with client SLAs and quality of services.

How will you make a difference as a Client Services Analyst at Fragomen?

  • Managing the client specific drop box and answering protocol queries from case workers.
  • Compiling monthly SLA reports and weekly expiration reports.
  • Work directly with the client on obtaining authorization for renewal applications and other process related matters.
  • Preparing quarterly business review decks.
  • Analyzing initiation data and identifying trends.
  • Assist with developing / maintaining protocols.
  • Updating / distributing fee schedules.
  • Ad hoc reporting as required.

Leverage your valuable skills and experience to make an impact at Fragomen :

  • Ability to work flexibly and accurately in a fast-paced environment
  • Demonstrate exceptional planning and time management skills with an ability to multi-task
  • Good PowerPoint and Excel skills including : graphs, pivot tables, vlookup
  • Self-starter / ability to prioritize workload and meet deadlines
  • Be able to act under instruction with limited supervision
  • Be able to plan workload, meet deadlines and priorities
  • Ensures work completed is accurate, to a high quality and follows standard layouts
  • Completes tasks within agreed time-frames and in line with expectations
  • Implement effective processes to manage workflow and meet deadlines
  • Demonstrates proficiency in word processing, internet and email systems
  • Excellent communication skills
  • Compensation : The salary range for this role takes into account many factors that are considered in making compensation decisions including but not limited to the individual's skills, experience, qualifications, work location, work arrangement, licensure and certifications, and applicable laws. It is not typical for an individual to be hired at the top end of the range for their role and compensation decisions are dependent on the factors noted.

    A reasonable and good-faith estimate of the current salary range for individuals able to work a hybrid schedule in the office locally is : $52,000.00 - $62,000.00 You may also be eligible to take advantage of our benefits offering, 401K, and paid time off plans.

    All offers and / or employment contracts are contingent upon the successful completion of the Firm's pre-employment screening process. This process may include verifying the candidate's identity, confirming legal authorization to work in the offered position's location, and conducting a comprehensive background check, where permitted by local regulations.

    [job_alerts.create_a_job]

    Client Service Analyst • San Francisco, CA, US

    [internal_linking.similar_jobs]
    Client Analyst

    Client Analyst

    Neuberger Berman • San Francisco, CA, United States
    [job_card.full_time]
    Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c.The firm manages a range of strategies—including equity, fixed income, quantitative and multi-...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Support Services Process Analyst

    Client Support Services Process Analyst

    University of California - Riverside • Oakland, CA, United States
    [job_card.full_time]
    UC Riverside's Facilities Services is recruiting for the Client Support Services Process Analyst.The full salary range for the Client Support Services Process Analyst is $36.We base salary offers o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Services Analyst

    Financial Services Analyst

    University of California - San Francisco Campus and Health • San Francisco, CA, United States
    [job_card.full_time]
    Division of Prevention Science.Under the direction of the Division Manager, the.Division of Prevention Science, a moderately sized research-focused division. The Analyst plays a key role in supporti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Partnerships

    Client Partnerships

    Fractional AI • San Francisco, CA, United States
    [job_card.full_time]
    Fractional AI builds bespoke gen AI software to transform businesses.We work with PE-backed businesses and Fortune 500 clients across industries. Every C-suite in the country is trying to bridge the...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Client Solutions Engineer

    Senior Client Solutions Engineer

    AHEAD USA • San Francisco, CA, United States
    [job_card.full_time]
    AHEAD builds platforms for digital business.By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Solutions Manager

    Client Solutions Manager

    Office Hours • San Francisco, CA, United States
    [job_card.full_time]
    Office Hours is an online platform that lets users earn income by sharing what they know.Users create knowledge profiles to accept hourly consultation requests or survey opportunities based on thei...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    PeopleSoft and Integration Developer (0652U), Berkeley IT - 82565

    PeopleSoft and Integration Developer (0652U), Berkeley IT - 82565

    InsideHigherEd • Berkeley, California, United States
    [job_card.full_time]
    PeopleSoft and Integration Developer (0652U), Berkeley IT - 82565.At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive.Ou...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Data Engineer & Analyst

    Data Engineer & Analyst

    Terreverde Energy • Sausalito, California, United States
    [job_card.full_time]
    TerraVerde is seeking a Data Engineer & Analyst to join our team.This role is central to ensuring our clients receive accurate, timely, and actionable reports across a growing portfolio of commerci...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Services Analyst (4628U), English - #83072

    Financial Services Analyst (4628U), English - #83072

    University of California-Berkeley • Berkeley, CA, United States
    [job_card.full_time] +2
    At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom and belonging make it a special pla...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Client Reporting Analyst (Hybrid)

    Senior Client Reporting Analyst (Hybrid)

    Callan • San Francisco, CA, United States
    [job_card.full_time]
    Callan is seeking a Senior Analyst for their Client Report Services team.The role involves generating investment measurement reports for large institutional clients, mentoring junior analysts, and ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Data Analyst, Support Programs - Support Operations

    Data Analyst, Support Programs - Support Operations

    Roblox • San Mateo, California, United States
    [job_card.full_time]
    The Trust & Safety Operations team safeguards Roblox’s community and creators.We scale Support Operations and elevate our customer experience through a multi‑year vision, rigorous execution, and da...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Services Analyst

    Financial Services Analyst

    University of California - San Francisco • San Francisco, CA, United States
    [job_card.full_time]
    Uses professional financial services concepts.Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on financial services problems of moderate sco...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Services - Customer Tax Operations and Reporting - Tax Services Senior Analyst-EDGE

    Financial Services - Customer Tax Operations and Reporting - Tax Services Senior Analyst-EDGE

    Ernst & Young Oman • San Francisco, CA, United States
    [job_card.full_time]
    At EY, we’re all in to shape your future with confidence.We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Services - Customer Tax Operations and Reporting - Tax Services Senior Analyst-EDGE

    Financial Services - Customer Tax Operations and Reporting - Tax Services Senior Analyst-EDGE

    EY • San Francisco, CA, United States
    [job_card.full_time]
    Financial Services - Customer Tax Operations and Reporting - Tax Services Senior Analyst-EDGE.Financial Services - Customer Tax Operations and Reporting - Tax Services Senior Analyst-EDGE.Financial...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Cupid Analyst

    Cupid Analyst

    Axelon Services Corporation • San Francisco, CA, US
    [job_card.full_time]
    Location : Hybrid-1 week / month-1855 Folsom St, San Francisco.Specific Experience, Background, and / or Qualifications : . Cupid certification and a strong Cupid background (implementation as well as supp...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Data Analyst

    Senior Data Analyst

    Nimblerx • Redwood City, California, United States
    [job_card.full_time]
    Our mission is to bring pharmacies into the future by building a convenient and easy-to-use service that supports pharmacists and empowers patients. We are a fast-growing, technology-first startup d...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Redwood City, California
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Analyst

    Client Services Analyst

    VirtualVocations • Oakland, California, United States
    [job_card.full_time]
    A company is looking for a Client Services Analyst II to ensure timely and accurate delivery of client files and analytics that support recovery outcomes and client success.Key Responsibilities E...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]