Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Client Services Specialist role.
Rezi rewrites your resume against Houlihan Lokey's job description. Free.
Tailor your resume to this Client Services Specialist role.
Rezi rewrites your resume against Houlihan Lokey's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Client Services Specialist posting at Houlihan Lokey — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Client Services Specialist posting at Houlihan Lokey — free, in seconds.
About the Role
The Client Services Specialist acts as a trusted advisor to bankers, building strong relationships and providing deep technical and product expertise. This role blends strategic guidance and hands-on technical partnership to ensure users achieve maximum value from HL OS, serving as the primary advocate for assigned users and collaborating with Product, Engineering, and IT to drive adoption, retention, and growth.
Responsibilities
- Design and own long-term strategic relationships with key users, understanding their business goals to architect and execute success plans.
- Structure, design, and lead the entire onboarding process, including implementation, configuration, and end-user training.
- Act as a subject matter expert on the platform's features, integrations, and best practices, analyzing usage to maximize product adoption.
- Lead strategic business reviews, define best practices, and set future goals with users, proactively mitigating risks to satisfaction and retention.
- Champion customer feedback internally, synthesizing insights for Product and Engineering teams to influence the product roadmap.
- Oversee and guide day-to-day support for the data operations team, maintaining company records and identifying process improvements.
Requirements
- 3-6 years of industry experience, with a preference for client services or customer success roles.
- Experience in financial operations, investment banking, accounting, or consulting is preferred.
- Strong financial and computer skills (Excel, Word, and PowerPoint).
- Familiarity with AI tools.
- Demonstrated ability to work cooperatively with all levels of staff.
- Strong analytical capabilities.
- Excellent verbal and written communication skills.
Experience Level
- 3-6 years
About the Company
- Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments.
- The firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
- Their unmatched transaction volumes provide differentiated, data-driven perspectives that help clients achieve their most critical goals.
Equal Opportunity
- We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.