Client Service Delivery Analyst - Compliance & Board Advisory Operations

Nasdaq

Full-time - Entry Level

Hybrid

1,001-5,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Client Service Delivery Analyst within Nasdaq's Compliance and Board Advisory Operations, you will play a crucial role in enhancing corporate governance solutions for both corporate and not-for-profit boards. This position is part of a dynamic team that integrates digital solutions into the governance landscape, ensuring that our clients receive tailored support and comprehensive analytical results. You will be responsible for designing assessments and questionnaires on our proprietary EnGauge platform, which is essential for gathering insights and feedback from directors and officers. Your work will involve compiling analytical reports using tools such as Microsoft Office Suite and Adobe PDF, as well as performing digital transcription and editing of assessments and questionnaires. In this role, you will also identify areas for efficiency improvements when digitizing client forms into the EnGauge platform. Communication is key, as you will interact with clients to assist them with any EnGauge-related questions or technical issues, ensuring a smooth experience. You will supervise client project tasks and interactions through a customer relationship management (CRM) system, which will require strong organizational skills and attention to detail. The Operations team collaborates closely with internal stakeholders to identify client opportunities and drive success, making your contributions vital to the overall effectiveness of our services. We are committed to your professional development and encourage you to recommend process efficiencies, allowing you to make the role your own. With a focus on wellness, we offer resources and benefits that support a healthy work-life balance, including a yearly bonus and global equity programs. This position provides an opportunity to work in a hybrid environment, allowing for flexibility while maintaining a strong connection with your team and clients.

Responsibilities

• Design Assessments and Questionnaires on our native EnGauge platform
• Compile analytical reports using the Microsoft Office Suite and Adobe PDF tools
• Digital transcription, editing, and reporting of assessments & questionnaires
• Identify areas of efficiency when digitizing a client form into our native EnGauge platform
• Identify and communicate errors/risks with Management and Project Management Team
• Interact and assist clients with EnGauge related questions or technical errors via e-mail and telephone
• Supervise client project tasks and interactions through a customer relationship management (CRM) system

Requirements

• Minimum of a Bachelor's degree in a related field (Business, Education, Psychology, English, etc.)
• At least 1-2 years of experience in a formal business setting with B2B client experience
• Strong command of the English language and excellent editing skills
• Proficiency in Microsoft Office (Word, PowerPoint, Excel, etc.)
• Proficiency in Adobe Suite
• Superb communication skills, both verbal and written
• Excellent time management skills with proven ability to meet deadlines
• Excellent analytical and critical thinking skills
• Strong leadership skills
• Ability to work under pressure and within strict deadlines
• Superb attention to detail and accuracy (particularly in formatting documents, proofreading, and client communication)
• Maintain confidentiality of client information
• Computer savvy with ability to learn new technologies quickly
• Ability to communicate timely status updates to Operations and Project Management Team
• Good interpersonal communication and comfort collaborating with team members
• Dedication to comply to all company policies and procedures
• Upbeat, enthusiastic work ethic with an interest for working within an outstanding company culture!

Nice-to-haves

• Experience in copywriting, editing, publishing, proofreading, or similar capacity
• Experience in corporate governance or with C-Suite Executives
• Experience with completing phone & email tickets
• Experience with Director & Officer Questionnaires or other high level Corporate Governance projects
• Salesforce or similar CRM tool
• Project Management tools such as Monday
• Microsoft Office Sophisticated Skills in Word & Excel
• Adobe / iNET Comparison Sophisticated Skills

Benefits

• 401(k) program with 6% employer match
• Employee Stock Purchase Program with 15% discount
• Student loan repayment program up to $10k
• Company paid life and disability plans
• Generous paid time off
• Comprehensive medical, dental and vision coverage
• Health spending account with employer contribution
• Paid flex days to support mental wellbeing
• Gym membership discounts
• Hybrid home/office schedule (for most positions)
• Paid parental leave
• Fertility benefits
• Paid bereavement leave
• Company gift matching program
• Employee resource groups
• Paid volunteer days
• Education Assistance Program
• Robust job skills training and Professional development opportunities