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Client Relationship Analyst

Houston, TX 77002

Posted: 02/12/2026 Employment Type: Contract Job Number: 27443421

Job Description

Pay Rate up to $25.90

Duties:
  • Working as part of a Client Services team, the Client Relationship Analyst (CRA) is responsible for providing client-facing frontline support service to Portfolio Manager (PM) teams.
  • The CRA will act as a liaison between PM teams and other Client Service teams primarily Billing, New Accounts, Operations, and Performance.
  • The CRA is responsible for efficient, effective, and timely completion of tasks to meet PM and client requests while creating an exceptional client experience for our PMs, the financial advisors they serve, and the clients who hire us to manage their wealth.

What Will You Do:
  • Monitor, review, respond to, and resolve service requests using Salesforce for workflow queue management.
  • Communicate directly and consistently with clients, always in a professional manner;listening, understanding what they're asking, acknowledging their request, keeping them informed of our progress toward resolution, and acknowledging resolution when their request is completed.
  • Communicate and cooperate with colleagues to accomplish what needs to be done.
  • Associate Portfolio Managers, PMs, Client Care Coordinators, and partners in Billing, New Accounts, Operations, Performance and on occasion Audit, Compliance, Legal, Risk, Sales, and Management.
  • Use third-party and in-house system applications to access information, documents, and platforms needed to execute day-to-day responsibilities and ad hoc tasks.
  • Prepare, review, and distribute reports necessary to conduct business, meet in-house and regulatory requirements, and manage risk.
  • Work in a Risk Aware environment on alert to identify, escalate, and mitigate risk to protect Client Rochdale and our clients from financial, legal, regulatory, and reputational risk.
  • Interact with banks, depositories, financial advisors, broker-dealers, and global custodians.
  • Maintain absolute confidentiality of client information.
  • Participate in and contribute to the completion of ad hoc projects.

Required Qualifications:
  • Bachelor's Degree or equivalent.
  • Minimum 3 years experience in client service, banking operations or relationship management support required.
  • Minimum 3 years experience in a banking or financial services environment required.
  • Minimum 2 years of experience with bank products and services (eg. Deposits, wealth management, cash management, international, etc.) required.

Additional Qualifications:
  • Client Series 7 and 63 (or 65 and 66) preferred.
  • Experience in investment management operations/financial services industry.
  • Excellent communication, presentation and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to identify and address client needs and concerns.
  • Ability to work independently and as a part of a team, with a proactive and results-driven approach. Team player with the ability to collaborate with others.
  • Highly detail-oriented with superior organizational skills and ability to prioritize tasks. Follow-up to ensure resolution and completion of tasks.
  • Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems.
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
  • Thorough and detailed knowledge of bank operations and understanding of risk management and compliance policies and procedures, as well as regulatory requirements.

Meet Your Recruiter

Ashley Maldonado

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About Houston, TX

Discover exciting job opportunities in the vibrant region around Houston, Texas! Known for its thriving economy, diverse industries, and endless growth prospects, Houston offers an enticing landscape for career-minded individuals. With world-class museums like the Museum of Fine Arts and a rich culinary scene showcasing Tex-Mex delights, BBQ joints, and food trucks serving up local flavors, Houston is a melting pot of culture and creativity. Home to the renowned Space Center Houston, the historic Astrodome, and professional sports teams like the Rockets and the Astros, this region exudes energy and excitement. Embrace the charm of this dynamic area while exploring job listings that could lead you to a fulfilling career right here in Houston!
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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison