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Client Account Support Analyst Jobs in Virginia (NOW HIRING)

Competitor and SB/SDB analyses. * Coordination and collaboration with AECOM's Regional Business ... Monitor and support Sales opportunities * Keep Regional Execs informed * Continually seek to ...

... Media Trusts Client Operations Group, responsible for ensuring the accurate and timely ... Monitor service delivery for key accounts, identifying anomalies and ensuring adherence to ...

Competitor and SB/SDB analyses. * Coordination and collaboration with AECOM's Regional Business ... Monitor and support Sales opportunities * Keep Regional Execs informed * Continually seek to ...

Competitor and SB/SDB analyses. * Coordination and collaboration with AECOM's Regional Business ... Monitor and support Sales opportunities * Keep Regional Execs informed * Continually seek to ...

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Competitor and SB/SDB analyses. * Coordination and collaboration with AECOM's Regional Business ... Monitor and support Sales opportunities * Keep Regional Execs informed * Continually seek to ...

Competitor and SB/SDB analyses. * Coordination and collaboration with AECOM's Regional Business ... Monitor and support Sales opportunities * Keep Regional Execs informed * Continually seek to ...

Competitor and SB/SDB analyses. * Coordination and collaboration with AECOM's Regional Business ... Monitor and support Sales opportunities * Keep Regional Execs informed * Continually seek to ...

Competitor and SB/SDB analyses. * Coordination and collaboration with AECOM's Regional Business ... Monitor and support Sales opportunities * Keep Regional Execs informed * Continually seek to ...

Competitor and SB/SDB analyses. * Coordination and collaboration with AECOM's Regional Business ... Monitor and support Sales opportunities * Keep Regional Execs informed * Continually seek to ...

Competitor and SB/SDB analyses. * Coordination and collaboration with AECOM's Regional Business ... Monitor and support Sales opportunities * Keep Regional Execs informed * Continually seek to ...

Congressional Support Analyst Overview Location * Arlington, VA Job Title * Congressional Support ... Flexible spending accounts (healthcare and dependent care) * Accident and Critical Illness ...

Operations Support Analyst

Mclean, VA · On-site

$60K - $65K/yr

Position Summary The Operations Support Analyst supports the company's accounting and operations ... Prepare, review, post, verify, and record customer payments and accounts receivable transactions.

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We are looking for Technical Support Analyst 4 for our client in Richmond, VA Job Title: Technical ... account access requests and orientation to system features. * Assist in updating and maintaining ...

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Job Opportunity: Tech Support Analyst Location: US Job Type: Full-Time Experience Required: 2-3 ... account • Primary Healthcare • Health Advocacy • Virtual Health • Commuter Benefits • ...

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Showing results 1-20

Client Account Support Analyst information

How does a Client Account Support Analyst typically collaborate with other departments to resolve client issues?

Client Account Support Analysts frequently work cross-functionally with teams such as sales, technical support, and finance to resolve client inquiries effectively. They often act as the liaison between the client and internal departments, ensuring that client needs are communicated clearly and issues are addressed promptly. This collaboration might involve joining regular meetings, using ticketing systems to track progress, and following up with different teams to provide clients with timely updates. Strong communication and organizational skills are essential for success in this aspect of the role.

What are the key skills and qualifications needed to thrive as a Client Account Support Analyst, and why are they important?

To thrive as a Client Account Support Analyst, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field, often supported by a relevant degree or equivalent experience. Familiarity with CRM systems, data management tools like Excel, and ticketing platforms is typically required. Outstanding communication, problem-solving, and customer service skills help you build trust and efficiently address client concerns. These competencies are vital for ensuring client satisfaction, accurate account management, and maintaining strong business relationships.

What does a Client Account Support Analyst do?

A Client Account Support Analyst is responsible for assisting clients with account-related inquiries, troubleshooting issues, and ensuring a high level of customer satisfaction. They serve as a liaison between the client and various departments within the company to resolve problems efficiently. Their duties often include managing account data, processing requests, providing product or service information, and supporting clients through phone, email, or chat. Strong communication and problem-solving skills are essential for this role. Additionally, they may help identify opportunities to improve client experience and streamline account management processes.
What are popular job titles related to Client Account Support Analyst jobs in Virginia? For Client Account Support Analyst jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Client Account Support Analyst jobs in Virginia look for? The top searched job categories for Client Account Support Analyst jobs in Virginia are:
Operations Analyst (Client Account Management)

Operations Analyst (Client Account Management)

IntraFi

Arlington, VA • On-site

$85K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago


Job description

At IntraFi, we do more than innovate-we empower. Our services help banks provide vital financial access to small businesses, companies, and consumers across the country. With a network of more than 3,000 financial institutions, we help support the institutions that drive our economy, enabling them to fund affordable housing, family farms, and businesses of all sizes. The ability to lend locally strengthens our financial system, and our team plays a direct role in making that possible. It is this greater purpose that brings people to IntraFi and keeps them here.

As the nation's largest deposit allocation service provider and the inventor of reciprocal deposits, IntraFi has spent over two decades creating dynamic solutions that help financial institutions grow, manage liquidity, and serve their communities. Our impact extends across institutions of all sizes-from community banks to large financial organizations-which enables us to achieve aggressive business growth objectives while helping strengthen the broader financial system. Consistently recognized by American BankerWashington Post, and Fortune as one of the best places to work, we offer a collaborative, flexible environment where innovation thrives. Join us and be part of a team making a meaningful impact on the industry, on financial institutions, and on the future of financial services.
Your Role
  • You would be a key member of our team, responsible for providing financial institutions the highest quality operational support in the sweep-processing business.
Your Responsibilities
  • Working with a collaborative team to onboard new banks and broker dealers. Working within a Salesforce based workflow process to manage and support various operational based tasks.
  • Analyze and prepare data for client presentations and operational reviews.
  • Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation
  • Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions 
  • Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner
Required Experience, Skills, and Qualifications
  • Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
  • Financial Services or Banking industry experience, preferably in a mid or back office role (i.e. reconciliation, settlement, custodial operations, or transaction processing). Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus.
  • Intermediate experience in Excel and the ability to run or modify SQL queries
  • Comfortable interacting with clients and external partners, with strong written and verbal communication skills.
  • Selfstarter with the ability to prioritize and manage multiple tasks in a fastpaced environment while producing accurate, timely work.
  • Experience documenting operational procedures or writing business requirements for system enhancements.
  • Strong attention to detail, analytical thinking, and problem-solving skills.
  • Familiarity with CRM tools (Salesforce experience is a plus).
$85,000 - $110,000 a year
Employee Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Parental leave
Professional development assistance
Referral program
Vision insurance


IntraFi LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, religion, age, veteran status, disability, or sexual orientation in employment of the provision of services.

IntraFi's job application process may include online videoconference interviews, in-person interviews, presentations, and computer-based assessments. If you require reasonable accommodation to complete any part of the application process, please contact [email protected].
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