Analyst, Client Experience – Optimization

Role Overview

• Support intake review, issue validation, routing, and tracking of client services and cross-departmental issues, projects, and initiatives.
• Create and maintain process documentation, SOPs, and workflow maps.
• Identify manual or inefficient processes and propose improvement opportunities partnered with the Manager.
• Support light analysis such as identifying patterns, recurring issues, or workflow bottlenecks.
• Maintain trackers or dashboards providing visibility into Client Services operational activity and partner with Analytics team on broader operational dashboard needs.
• Participate in cross-functional planning, problem-solving, and readiness activities that support Client Services.

Requirements

• Bachelor’s degree or equivalent experience.
• 1–3 years of experience in client services, operations, or process support roles.
• Strong documentation, organization, and attention to detail.
• Comfort with spreadsheets and workflow tools; interest in process optimization.
• Strong communication skills and ability to work across teams