Client Learning Analyst (2018-7432)

Job Description


As a Client Learning Analyst you will use your experience analyzing quantitative and qualitative data to help us better serve our clients. You ll generate data through surveys, interviews and focus groups then clearly communicate your observations about the customer experience (CX) and customer journey directly to front-line employees and multiple levels of management. You will use your skills and experience to seek new and accurate understandings of our clients, former clients and prospective clients to provide perspective on business challenges and opportunities a true Voice of the Consumer. At Fisher Investments, your insight will matter and you will expect to influence key business decisions, processes and training making a difference in the lives of our clients. You ll also begin what we hope will be a lifelong career filled with development and challenge.

The Day-to-Day:

  • Designing, analyzing and summarizing quantitative and qualitative research
  • Developing insights from multivariable quantitative analysis
  • Presenting to multiple levels of management and working directly with them to have a material impact on core business metrics such as new sales and client turnover
  • Probing deeper on how people really think and feel about a topic, not just taking what s said at face value
  • Talking to clients and employees, exploring what makes them tick
  • Writing discussion guides with consumer friendly dialogue flow, follow-up prompts, and ideation
  • Moderating in-depth interviews, and focus groups
  • Creating actionable surveys from scratch

How you ll grow:

  • One-on-one coaching to improve your quantitative and qualitative skills
  • Conducting and utilizing research within an important and growing demographic: High-Net-Worth Investors
  • Building knowledge of the investment industry

Your Qualifications:

  • 3+ Years of experience in quantitative research & analysis
  • Ability to learn quickly and positively impact key business metrics
  • Ability to gather unique insights via interviews, focus groups and surveys
  • Ability to operate both independently and collaboratively as needed
  • Ability to own projects from design to completion

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