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Client Data Analyst at LII

Department: Operations

Setup
Remote
Location
Chicago, Illinois
Level
mid
Posted

Summary from listing

Livingston is hiring a remote Client Data Analyst to maintain accurate and compliant client information in customer relationship management systems. The role involves setting up accounts, reviewing power-of-attorney documents, validating pricing and required documents, updating account data, securing signatures, resolving data issues, and maintaining high-quality records. Candidates need strong customer service, communication, accuracy, and workflow skills, along with three years of related experience and a high school diploma or GED; Salesforce.com experience is preferred.

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