Client Services Analyst
This position will provide an opportunity for in-depth learning about commercial real estate and commercial mortgage-backed securities (CMBS), to strengthen written and oral communication skills through client contact, improve presentation/public speaking skills through training sessions, enhance the ability to analyze data and develop spreadsheet skills through weekly reporting.
This position is part of rotational program where candidates can expect to rotate through adjacent business units, including but not limited to: Product, Sales and Marketing, based on the match of skill sets and career aspiration.
Responsibilities:
- Provide support for incoming inquiries from Trepp’s sophisticated institutional client base
- Ensure clients and prospects are maximizing value from the Trepp product suite
- Provide initial product training sessions, both individually and in large groups
- Assist account managers with on-site client visits and training
- Coordinate and summarize client feedback and work with our Product and Finance teams to address issues
- Create and deliver client workshop presentations
- Escalate complex issues to appropriate team(s) for timely resolutions
- Participate in special projects to increase operational efficiency within the Client Services group and Trepp
Requirements:
- Bachelor’s degree, preferably in finance or business
- 1-2 years of business experience preferred
- Understanding of fixed income markets
- Excellent client relationship skills with the incorporation of a customer-centric attitude
- Good presentation, interpersonal, communication, and writing skills
- Accuracy and attention to detail
- Applicant should be a quick thinker, always looking for multiple solutions or paths to success
- Strong presence and comfort level dealing with sophisticated clients
- Strong analytical and problem-solving skills
- Proficient in Microsoft Office, with an emphasis on Excel
- SalesForce or CRM proficiency a plus
- Experience with large datasets and Microsoft SQL a plus
- Ability to educate clients on complex financial applications
Benefits and Perks:
- Base + target bonus compensation structure
- Medical, Dental, Vision insurance
- 401K (with employer match)
- Life insurance, long term disability, short term disability all covered by the company
- Flexible paid time off (PTO)
- Sixteen (16) weeks paid primary caregiver leave (Biological, adoptive, and foster parents are all eligible)
- Four (4) weeks paid parental leave
- Pet insurance
- Laptop + WFH equipment
- Career progression plan
- Pre-tax commuter benefit with company subsidy (For NYC-office based employees only)
- Involvement in Diversity and Inclusion programs
- Fun company events and volunteering opportunities
Workplace Policy:
NYC, PA, TX and London office-based positions: Trepp’s offices follows a 3-2 hybrid-working policy with the expectation of in-office work on Tuesday-Thursday and the option to work from home on Monday and Friday.
About Trepp, Inc.
Trepp, Inc. founded in 1979, is a leading provider of data, analytics, and technology solutions to the global securities and investment management industries. Trepp specifically serves three key sectors: structured finance, commercial real estate, and banking to help market participants meet their objectives for surveillance, credit risk management, and investment performance. Trusted by the industry for the accuracy of its proprietary data, Trepp provides clients sophisticated, comprehensive models and analytics. Trepp is wholly owned by Daily Mail and General Trust (DMGT).
Trepp, Inc. is an equal opportunity / affirmative action employer, complying with all laws governing employment in each jurisdiction in which operating, and provides equal opportunity to all applicants and employees. All qualified applicants will be considered without regard to race, color, religion, gender, national origin, age, disability, marital or protected veteran status, sexual orientation, gender identity and other status protected by applicable laws.