Client Support Analyst

Posted Yesterday
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Raleigh, NC, USA
In-Office
Junior
Analytics
The Role
Provides phone and email support to Agents and Lenders using a voting platform. Responsibilities include resolving workflow and documentation questions, onboarding and training clients, manually processing votes, launching amendments, triaging issues, tracking performance metrics, and recommending process improvements. The role requires clear client communication, sound judgment, analytical problem-solving, and comfort learning financial services platforms.
Summary Generated by Built In

Client Support Analyst

 

Location: Raleigh, NC

Type: Full-time

 

Job Summary

The Client Support Analyst serves as the primary point of contact for Agents and Lenders using our Client's new voting platform, addressing inbound phone and email inquiries related to loan and amendment documentation, system functionality, and the platform's voting capture process. This role supports the onboarding and training of new Lenders, provides hands-on assistance with manual vote processing, amendment launches, and platform walkthroughs, and helps drive broader adoption of the platform across the client base. The Analyst also plays a key role in triaging and prioritizing client issues for timely resolution, while contributing to ongoing performance metrics and process improvement initiatives aimed at reducing turnaround times. Success in this role requires strong client-facing communication skills, sound judgment in a fast-paced support environment, and a proactive, detail-oriented approach to problem-solving.

Responsibilities

  • Address queries by phone and email from Agents and Lenders about the process and workflow of the Client's new voting service, including loan and amendment documentation, system queries, and the process of the new product's capture

  • Assist with developing and adhering to performance metrics, and provide continued recommendations for process improvement to reduce turnaround times for existing processes

  • Assist with projects that involve process improvement for the voting platform

  • Provide direct client training to drive adoption of the voting platform

  • Support onboarding of new Lenders for the voting platform

  • Provide ongoing support to new clients with training and manual processing of votes, launching amendments, and walkthroughs of the voting platform

  • Triage, categorize, and prioritize client issues to ensure timely routing and resolution

Eligibility Requirements

  • 1–3 years of experience in a client support, operations, or analyst role — typically within financial services, loan servicing, syndicated lending, or agent bank operations

  • Prior experience with loan or amendment documentation, or exposure to syndicated loan market processes, is a strong plus

  • Experience supporting a software platform or client-facing system (helpdesk, CRM, ticketing tools)

  • Strong verbal and written communication skills, with the ability to explain technical or process-related concepts clearly to external clients

  • Ability to triage, categorize, and prioritize multiple client issues simultaneously in a fast-paced environment

  • Experience providing client training or onboarding support, particularly for new systems or platforms

  • Analytical mindset with an interest in identifying and recommending process improvements

  • Proficiency with Microsoft Office, CRM/ticketing systems, and general comfort learning new platforms quickly

  • Bachelor's degree in Business, Finance, or a related field preferred; equivalent work experience may be considered in lieu of a degree

About eClerx

eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.
The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.

For more information, visit www.eclerx.com  

You can also find us on:

https://www.linkedin.com/company/eclerx/ 

https://www.indeed.com/cmp/Eclerx/about

https://www.glassdoor.com/eClerx

eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here


Skills Required

  • 1-3 years of experience in client support, operations, or analyst roles
  • Experience in financial services, loan servicing, syndicated lending, or agent bank operations
  • Experience supporting a software platform or client-facing system using helpdesk, CRM, or ticketing tools
  • Strong verbal and written communication skills
  • Ability to explain technical or process-related concepts clearly to external clients
  • Ability to triage, categorize, and prioritize multiple client issues simultaneously
  • Experience providing client training or onboarding support for new systems or platforms
  • Analytical mindset and interest in identifying process improvements
  • Proficiency with Microsoft Office, CRM or ticketing systems, and learning new platforms
  • Bachelor's degree in Business, Finance, or a related field
  • Experience with loan or amendment documentation or syndicated loan market processes

eClerx LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about eClerx LLC and has not been reviewed or approved by eClerx LLC.

  • Healthcare Strength Feedback suggests U.S. employees have access to medical, dental, and vision coverage, with HSA/FSA options and life insurance included. An Employee Assistance Program also appears in the public benefits profile supporting wellbeing.
  • Retirement Support Feedback suggests a 401(k) is part of the U.S. package, with some mentions of an employer match. Retirement provision is consistently cited across company profiles and listings.
  • Leave & Time Off Breadth Feedback suggests paid holidays, sick leave, and PTO are part of the offering, alongside parental leave. Parental leave is also highlighted in public benefits profiles.

eClerx LLC Insights

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The Company
HQ: Mumbai, Maharashtra
12,544 Employees
Year Founded: 2000

What We Do

eClerx provides business process management, automation and analytics services to a number of Fortune 2000 enterprises, including some of the world's leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is today traded on both the Bombay and National Stock Exchanges of India. The firm employs 16,000+ people across Australia, Canada, Germany, India, Italy, Netherlands, Philippines, Singapore, Thailand, UK, and the USA.

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