Client Delivery Advocate Analyst (Finance/Technology)

TL;DR

Client Delivery Advocate Analyst (Finance/Technology): Delivering high-quality data solutions and client support in a fast-paced environment with an accent on financial reporting and data aggregation. Focus on analyzing portfolio performance, resolving client issues, and maintaining software applications.

Location: Salt Lake City, Utah, United States

Company

hirify.global is a financial services company focused on delivering innovative solutions.

What you will do

• Set up and maintain software applications.
• Assist clients with issues and special projects.
• Analyze and explain portfolio performance results.
• Conduct account level reconciliation.
• Develop and strengthen client relationships.
• Generate reports and provide accurate data entry.

Requirements

• Bachelor's degree in finance, computer science, or related field.
• Excellent customer relations skills.
• Strong MS Excel and PowerPoint skills.
• Knowledge of liquid investments and performance reporting.
• Ability to prioritize tasks and meet deadlines.