Capital Rx

Analyst, Client Experience – Optimization

Capital Rx

full-time

Posted on:

Location Type: Remote

Location: Colorado • New York • United States

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Salary

💰 $90,000 - $110,000 per year

Job Level

Junior

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
process documentationSOPsworkflow mapsdata analysistrackingdashboardsclient servicesprocess optimization
Soft Skills
organizationattention to detailcommunicationproblem-solvingcross-functional collaboration
Certifications
Bachelor’s degree