Loads, queries, extracts, validates, and refreshes client data; prepares reports and deliverables; identifies automation and process-improvement opportunities; supports UAT, system implementations, and quality assurance testing; and collaborates with cross-functional teams. The role translates client requirements into actionable tasks and requires SQL, relational database, Oracle, Unix, data analysis, reporting, and communication skills.

Provide standard and ad hoc client reports, run routine reports and preliminary data analysis, participate in client meetings, shadow Client Relationship Managers, coordinate with internal teams to resolve basic client issues, and learn company services and systematic problem-solving processes to build strong client partnerships.