Horizontal Talent · 8 hours ago
Service Analyst
Horizontal Talent is seeking a detail-oriented Service Analyst to join their dynamic Institutional Life team. This role involves processing service requests, conducting transactions on client accounts, and supporting team activities to maintain a professional atmosphere.
Responsibilities
Process and manage service requests with accuracy and efficiency
Conduct routine non-financial transactions on client accounts
Prepare and distribute documents, including performing mail merges
Assist the operations team in meeting departmental and regulatory standards
Support team activities and occasional office events, ensuring a professional atmosphere
Qualification
Required
Proficiency in Microsoft Office, particularly Excel
Experience in a corporate office setting with a strong adherence to professional standards
Excellent communication and interpersonal skills
Ability to multitask and maintain organization in a fast-paced environment
Preferred
Familiarity with Salesforce or similar CRM tools
A degree in a relevant field or equivalent work experience
Strong ethical standards, accountability, and decision-making abilities