Client Services Analyst

Client Services Analyst

Automated Systems, Inc.

Community Focused Core Solutions


Serve as the point of contact for all support aspects with customers, sales representatives, and conversion leaders.

Essential Duties and Responsibilities:

  • Accurately identify problems and provide timely resolutions
  • Ability to develop a strong understanding of customers business needs and apply solutions
  • Provide excellent customer service by; being professional, troubleshooting, resolving issues, conducting demonstrations, site visits, training and providing customer feedback
  • Work within a queue support model
  • Effectively present information and respond to questions from clients, customers, and management
  • Accurately document all communication with users in a timely manner via system tools
  • Ensure that issues are escalated appropriately to internal departments and management
  • Establish effective working relationships with managers and co-workers to ensure excellent information flow and feedback on process, policy, and product changes that will affect users
  • Conduct new customer training and workshops for company products
  • Assist in training
  • Work on various special projects as needed
  • Other duties as assigned


  • Bachelor’s degree in Business, Finance or Economics or a related field preferred/Equivalent work experience in Banking or Financial industry
  • Excellent communication skills, including strong writing, reporting, and business correspondence
  • Basic mathematical skills
  • Resourceful, fact-finder and ability to draw valid conclusions
  • Knowledge of financial systems and/or banking preferred
  • Courteous, professional and patient
  • Excellent problem-solving skills
  • Strong attention to detail
  • Accountable
  • Strong basic computer skills, Windows OS, and Microsoft Office products
  • Ability to work in a team, call center environment


  • Ability to travel 20%
  • Must have a valid driver’s license with a good driving history


Depending on Experience and Education



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