Description
The Customer Service Intermediate Analyst manages a portfolio of high-profile clients, resolves customer issues, provides ongoing support, coaches team members, escalates problems, and advises on process improvements and regulatory requirements. The role requires 2–5 years of customer experience, relevant business or financial experience, project management and organizational skills, analytical and communication abilities, and a bachelor's degree or equivalent experience. It is a full-time position in the Institutional Customer Service family.
