Client Relations Analyst
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Job Location:
Monthly Salary:
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Job Summary
We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.
This position will be based out of our Tampa office.
General Description
We are seeking a Client Relations Analyst to join our Client Relations Analyst plays a crucial role in supporting strategic programs within a premier investment bank (IB) and private wealth advisory initiatives. Working closely with the Chief Client Relations and Opportunities Officer and the department management team this analyst focuses on driving new business initiatives and enhancing client partnerships. Key responsibilities include analyzing client data and trends to identify growth opportunities. The analyst also assists in supporting key accounts facilitating effective communication and contributing to strategic planning efforts that align with the Corporate M&A and Securities (CMAS) business objectives.
Additionally as part of the Client Relations and Opportunities (CRO) team the analyst will help manage events coordinate essential projects (e.g. Business Owner Summits) for the CMAS section prepare and schedule conference meetings and materials and assist with both internal and external client outreach.
Key Responsibilities and Essential Job Functions
- Organize and drive planning and administrative oversight of the premier investment bank initiative.
- Collaborate with the Chief Client Relations and Opportunities Officer and team leadership to establish clear and measurable client engagement goals each year focusing on key performance indicators such as new client engagement partner feedback and growth in client portfolio value.
- Participate in IB calls to support Business Owner Summit preparation.
- Assist in managing key client accounts within the premier investment bank and wealth advisor program ensuring effective communication and fostering strong partnerships that align with the firms goals.
- Track and analyze performance metrics related to client relationships within the investment bank initiative and wealth advisor relationships providing reporting for committee updates on Key performance indicators.
- Business Owner Summit Program Development:
- Participate in the planning and execution of strategic programs aimed at enhancing client relations and driving business objectives focusing on initiatives related to private wealth management and investment banking.
- Work closely with internal teams to ensure alignment on client engagement efforts particularly within the investment banking and wealth advisory contexts.
- Support the planning and execution of client-related events and initiatives tied to the premier investment bank and wealth advisor programs that promote engagement and enhance the firms presence in the market.
- Administrative support of the reporting funnel (e.g. key performance indicators leads introductions interactions follow-up actions HK Deal Flow targets and IB targets.)
- Lead effective project management and communication throughout the lifecycle of initiatives from ideation to implementation.
- Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.
- Special projects and duties as assigned.
Required Skills
- Strong proficiency with Intapp DealCloud data entry tracking and reporting (experience customizing workflows dashboards and reports is a plus).
- Excellent communicator with strong business writing listening and presentation skills.
- Professional proactive and results-oriented with high energy and integrity.
- Strategic thinker who balances big-picture vision with attention to detail.
- Creative problem-solver with strong planning organizational and project management skills.
- Client-focused skilled in relationship management diplomacy and conflict resolution.
- Empathetic and collaborative able to build rapport and maintain constructive relationships.
- Highly adaptable capable of prioritizing and completing tasks under tight deadlines.
- Knowledge of or ability to learn Microsoft Office Suite or Microsoft 365.
Required Qualifications & Education
- Bachelors degree in business administration Communications Economics English Finance Political Science or related field.
- 4 years of experience in professional services (preferably legal).
Preferred Qualifications & Education
- Data analytics and management background preferred.
- Familiarity with middle-market M&A processes or private capital markets.
- Exposure to investment banking and wealth advisor relationship management or corporate development.
- Knowledge of data enrichment tools (e.g. PitchBook Capital IQ).
Physical Requirements
- Ability to sit or stand for extended periods of time.
- Moderate or advanced keyboard usage.
Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally which includes resources that encourage individuals to focus on their health and well-being.
Below are the benefits we offer: comprehensive medical (PPO and HDHPs) dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off including paid leave for new parents.
Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race color religion sex (including pregnancy childbirth or related conditions transgender status and sexual orientation) national origin age disability genetic information veteran status or any other factor prohibited by law.
Applicants who are interested in applying for a position and require an accommodation during the process should contact .
Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process as well as inclusion in a personnel file. Categories of data collected may include name address phone numbers email Social Security Number and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background employment and certifications. Please visit Legal Information Portal for Holland & Knight LLPs privacy policies.
Required Experience:
IC
Key Skills
About Company
Holland & Knight is a law firm that provides representation in litigation, business, real estate, governmental and healthcare law with nearly 2,000 attorneys practicing in more than 250 areas of law.
