Client Relations Senior Analyst
Holland & Knight LLP
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 may be based in our Miami or Dallas office. General Description The Senior Client Relations Analyst will support the Client Relations Senior Manager and Director of Client Relations – Private Equity in driving new business and strengthening client relationships. This role focuses on analyzing client and market data, coordinating private equity client team efforts, and translating insights into actionable strategies that strengthen relationships and drive growth. The ideal candidate is a proactive self-starter who collaborates across practices to support team planning, internal reporting, and leadership briefings, while monitoring private equity trends and deal activity. Success in this role requires strong analytical skills, sound judgment, and the ability to manage multiple initiatives while working closely with senior stakeholders in a fast-paced, confidential environment. Additionally, as part of the Client Relations and Opportunities (CRO) team, the senior analyst will help manage events, coordinate essential projects (e.g., core industry events such as ACG, AM&AA, and iGlobal) for the corporate section, prepare and schedule conference meetings and materials, and assist with both internal and external client outreach. Key Responsibilities And Essential Job Functions Drive the development of clear and measurable client engagement goals each year, focusing on key performance indicators such as new client engagement, generation of new opportunities and referral sources, partner feedback, and growth in client portfolio value at the direction of the Client Relations Manager and Director of Client Relations – Private Equity. Analyze firmwide private equity client data, market activity, and relationship intelligence to inform strategic planning and targeting. Serve as the project lead for forward-looking initiatives, including DealCloud management, events, sponsorships, and tracking/reporting. Engage in client and partner communications under managerial guidance. If directed, this will include sourcing new leads and opportunities for the Corporate, M&A and Securities (CMAS) section. Participate in client development calls upon partner and/or CRO leadership request, contributing ideas, conducting competitor research, and facilitating follow-ups to enhance client service. Partner closely with attorneys to prepare for internal strategy sessions and relationship planning meetings. Monitor private equity trends, fund activity, and deal flow to identify opportunities for deeper client engagement. Assist in identifying, planning, and participating in external conferences, events, and publications that support partners in business development and opportunity identification, adhering to the firm's budgetary guidelines. Support the reporting funnel, including tracking key performance indicators (KPIs), team engagement tagging on new matter intake, track opportunities, introductions, interactions, follow-up actions, and specific targets for HK Deal Flow, CMAS and other Firm engagements as outcomes of these focused efforts. Organize and support the planning and coordination of practice-specific events or communications led by the CRO team ensuring alignment with the rest of the marketing support network. Proactively identify gaps, risks, and growth opportunities within private equity client portfolios. 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 Exceptional communicator with strong business writing, listening, and presentation skills. Professional, proactive, and results-driven with high energy and integrity. Strategic thinker who combines big-picture vision with attention to detail. Creative problem-solver with strong planning, organizational, and project management abilities. Client-focused and skilled in relationship management and business/client development mindset. Empathetic and collaborative, able to build rapport and maintain constructive relationships. Highly adaptable, capable of prioritizing and completing tasks under tight deadlines. Strong proficiency with Intapp DealCloud (experience customizing workflows, dashboards, and reports is a plus). Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365. Required Qualifications & Education Bachelor’s degree in business administration, Economics, Finance, Political Science or related fields. 6+ years of experience in professional services (preferably legal). Preferred Qualifications & Education MBA preferred. Data base management and analytics preferred. Familiarity with middle-market M&A processes or private capital markets. Exposure to private equity, venture capital, investment banking, lender 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. 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 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 View email address on click.appcast.io. 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 LLP’s privacy policies. #J-18808-Ljbffr Holland & Knight LLP
- Holland & Knight LLP, based in the United States, seeks a Senior Client Relations Analyst to drive growth through data-driven client engagement and cross‑practice collaboration. You will support senior leaders in Private Equity and oversee events, reports, and targeted...Senior
- Gainwell Technologies is seeking a Senior Client Services Analyst to provide comprehensive support for FraudCapture® client users. This role focuses on understanding client needs and delivering exceptional service, including user training and maintaining help documentation...SeniorRemote job
- Generac's Investor Relations team in Waukesha, WI is seeking a Senior Financial Analyst to help shape the company's story for investors and analysts. This highly visible role partners with finance, strategy, and leadership to support earnings activities, develop investor...Senior
- Generac Power Systems Inc. invites a Senior Financial Analyst to join its Investor Relations team in Wisconsin. The role partners with finance, strategy, and leadership to support earnings activities, develop investor communications, and contribute to long-range planning...Senior
$79k - $107k
...offering, we’re seeking an experienced Senior Settlements Operations Analyst to help position us for future... ...support to investment advisors and their clients Support escalations to resolution... ...Support DTCC settlement functions and related processes such as Buy‑Ins,...SeniorWork at officeImmediate start- Mercer is seeking a Sr Health Actuarial Consultant to lead client engagements on health benefits strategy, including financial projections... ...serve as the primary financial contact for clients and mentor analysts and associates. The role emphasizes actuarial soundness, data-...Senior
- ...customized services in a memorable way. Trade Analyst, Senior Vision Buckland customers trust us to... ...filing post entry projects for major clients. The position will require intermediate... ...entry data. Support with CTPAT related inquiries and process. Support the Operations...SeniorPermanent employmentFull timeWork experience placementRemote work
$90k - $130k
...Our client is an organization in the Milwaukee area that’s looking for a Sr. Audit Analyst. Our client is looking for someone with 2+ years of experience, detail-oriented,... ...Bachelor’s degree in accounting, finance, or a related field; CPA, CIA, or CISA designation...SeniorWork at office- POSITION SUMMARYThe Senior BI Analyst is the senior practitioner translating IGEN's Data Foundation... ...executives across Technology, Product, Client Experience, Sales, and Marketing to... ...company policies & proceduresPerform other related duties as required and...SeniorPermanent employmentFull timeH1bShift work
- ...Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and... ...’s degree in Human Resources, Information Technology, or a related field (preferred). Minimum of 2–4 years of hands-on experience...SeniorWork at officeLocal area
- ...Senior Business AnalystWe are seeking a Senior Business Analyst for a position in downtown Milwaukee. The role involves in-depth... ...that serves thousands of clients across the globe. When you join... ...childbirth, breastfeeding, or related medical conditions), age, sexual...Senior
$98.2k - $166.98k
...features.We are looking for a skilled Business Analyst to join us and operate within an Agile... ...Reviews (BPRs) for new and existing clients.What you bring5+ years of experience in financial... ...by additional factors, including job-related skills, experience, and relevant...SeniorFull timeWork at office$85 - $95 per hour
...Seasonal Are you a seasoned Business Analyst who thrives on transforming complex... ...? Trissential is seeking a Senior Business Analyst to join our client’s team and play a critical role in... ...Improvement, Process Design, or a related discipline. Advanced process‑mapping...SeniorHourly payFlexible hours- ...changes on users and internal and external clients or stakeholders Uses knowledge of... ...work of less experienced Business Systems Analysts. Considers the business implications... ...business environment. Performs other related duties as required. Educational requirements...SeniorWork experience placement
$96.43k - $127.77k
...including performance, knowledge, job-related skills and experience, and relevant... ...criteria. Join Our Team as a Senior Desktop & Network Support Analyst!We are seeking a highly motivated and... ...dedicated to supporting over 3,000 client computers, printers, and mobile devices...SeniorTemporary workWork experience placementLocal areaWorldwideFlexible hours- ...Business Analyst Role Mandate: The selected candidate will be a mat leave coverage and... ...banking partners / stakeholders and their clients to drive the achievement of cash management... ...remediation. • Analyzes financial and related data to determine the client needs of the...SeniorLocal area
- ...Dallas office. General Description The Senior Research Analyst responds to complex legal, corporate,... ...firm lawyers, business professionals and clients using industry-standard databases and... ..., corporate, industry, and client-related research requests. Lead research strategy...SeniorTemporary work
- Tempus AI seeks a Senior Data Analyst to design and execute clinical evidence studies, delivering personalized cancer care... ...SQL (R/Python), Looker experience, and a track record of delivering client-ready outputs in oncology or related fields. #J-18808-Ljbffr Tempus AISeniorRemote job
- ...for continued growth, we are seeking a Senior Analyst to join our high growth Global Consulting... ...’s consulting team works with our clients on projects across the key decisions and... ...coursework in business, international relations, economics, or statistics Fluency in other...SeniorRemote work
$85.91k - $162.89k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...BT) as an IT Audit, Cybersecurity & Risk Senior Consultant (SOC focus)! Our Risk Advisory... ...improvements based upon knowledge gained relative to the client’s operations, processes and...SeniorFull timeWork experience placementLocal areaWorldwide- ...explain exactly how you got there?Natus is looking for a Senior Commissions Analyst to own the end-to-end commission process for our global sales... ...’s degree in Accounting, Finance, Mathematics, or a related field from a four-year college or university.2-5 years of...SeniorWork at office
- ...grow our Business Management Team! As a Senior Business Analyst you will play a critical role as a... ...matter expert and primary bridge between client operations and technology delivery,... ...Insurance, Information Systems, Finance, or a related field. 7+ years of business analysis...SeniorFull timeLocal areaRemote workMonday to FridayFlexible hours
$87.8k - $160.9k
...Risk Consulting - Digital Risk - Senior Consultant - Consumer & HealthcareLocation: New... ...our Risk Consulting services is to provide clients with a candid and reliable overview of their... ..., information systems, engineering, or a related discipline.A minimum of 2 years of...SeniorSummer holidayFlexible hours- ...Registered Client Relationship Analyst Registered Client Relationship Analysts provide exceptional service to our clients and support Financial... ...client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock...Work at officeLocal area
- ...for buy- and sell-side financial institutions. Through deep client partnerships with some of the world's largest, most complex and... ....The Team:We are looking for a technically sharp and driven Senior SOC Analyst to join our cybersecurity team. You will serve as a key individual...SeniorRemote workFlexible hours1 day per week
- ...Position Summary Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...and/or FA/PWA/team Answering general non‑investment related questions concerning client accounts, including relaying stock...Work at officeLocal area
- ...Job Description Our client, a growing publicly traded company is looking to hire a Senior Financial Reporting Analyst. This role will assist in the preparation and filing... ...ensure compliance with internal controls related to global accounting policies and new accounting...SeniorWork from home
$15 - $40.87 per hour
...POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)(FAs)/ Private Wealth Advisor... ...the client and/or FA/PWA Answering general non-investment related questions concerning client accounts, including relaying...Hourly payTemporary workWork at officeLocal area- Harmonious Hiring LLC is seeking a Korean bilingual Senior Business Strategy & Planning Specialist for a logistics client. The role is based in Carson, CA, with onsite... ...or logistics, a Bachelor's degree in business-related fields, and strong Excel/PowerPoint skills. #J-...Senior
- ...Sentry is seeking a Senior Retirement Plan Analyst to support 401(k) product sales and development. The role blends technical planning with marketing... ...while supporting sales teams with pre-sale and post-sale analyses and client-facing materials. #J-18808-Ljbffr...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relations Senior Analyst. Be the first to apply!

