HR Business Analyst – Workday
AIG
Service Management Analyst
PEAK6
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Serve as the primary point of contact for clients.
- Manage partner firm and end investor escalations, ensuring timely and effective resolution.
- Support inquiries related to Operations, collaborating with internal teams to address customer queries and resolve issues.
- Create and maintain system documentation to ensure clarity and consistency in processes.
- Strictly adhere to established procedures and security controls to safeguard customer information and assets.
- Maintain ownership of key supervisory checklists, ensuring adherence to compliance requirements and operational standards.
- Support business process improvement initiatives and ad hoc projects.
Requirements
- Bachelor's degree in business, finance, or related field or equivalent work experience
- 3+ years of experience in client services, relationship management, or a similar role within the financial services industry
- FINRA Series 7 License required (or willingness to obtain within 90 days of hire)
- Must be a self-starter, flexible, innovative, and adaptive
- Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization
- Ability to work both collaboratively and independently; ability to navigate a complex organization
- Advanced analytical skills
- Excellent project management and organizational skills and capability to handle multiple projects at one time
- Proficiency in Microsoft 365
Benefits
- healthcare benefits (medical, dental and vision, EAP)
- competitive PTO
- 401k match
- parental leave
- HSA contribution match
- paid subscription to the Calm app
- generous external learning and tuition reimbursement benefits
- hybrid work schedule allowing flexibility of working from home and primary offices
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project managementanalytical skillsclient servicesrelationship managementbusiness process improvement
Soft skills
interpersonal skillscollaborative workflexibilityinnovationadaptabilityself-starterorganizational skills
Certifications
Bachelor's degreeFINRA Series 7 License
