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Form of workJob Description
Client Lifecycle Management Analyst
Location: NYC -Onsite
Duration: 6+ months
Job description:
WORK EXPERIENCE: 3-5 years - Experience in financial services preferably in a client-facing operations role
Description : The Client Lifecycle Management Analyst contributes to the overall success of the Onboarding team ensuring by managing a specific pipeline of New to Bank on-boardings and customer refreshes in support of the team's business strategies and objectives. This individual ensures all activities conducted follow governing regulations, internal policies, and procedures of Client's group .
RESPONSIBILITY STATEMENTS
QUALIFICATIONS
SKILLS AND ABILITIES
Location: NYC -Onsite
Duration: 6+ months
Job description:
WORK EXPERIENCE: 3-5 years - Experience in financial services preferably in a client-facing operations role
Description : The Client Lifecycle Management Analyst contributes to the overall success of the Onboarding team ensuring by managing a specific pipeline of New to Bank on-boardings and customer refreshes in support of the team's business strategies and objectives. This individual ensures all activities conducted follow governing regulations, internal policies, and procedures of Client's group .
RESPONSIBILITY STATEMENTS
- Assists the department manager to create and drive solutions.
- Communicate status to internal and external parties on a regular basis.
- Completes assigned tasks in an organized manner to ensure project deadlines.
- Conducts proactive outreach to ensure customer success during their first-month post-live.
- Enhances customer satisfaction by providing distinctive service in all interactions.
- Establishes a trusted advisor relationship to ensure customer satisfaction.
- Gathers, analyzes, and processes client data during data migrations.
- Identifies and escalates issues with the processes.
- Masters the product through a formal onboarding program and continued learning.
- Partners with Sales and Services teams to define ongoing best practices for onboarding tasks.
- Provides timely responses to customer inquiries via phone and email.
- Works in a team environment and partners with the Onboarding Manager.
QUALIFICATIONS
- Experience with AML and/or banking/broker dealer product onboardings.
- Bachelor's Degree or equivalent work experience
- Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
SKILLS AND ABILITIES
- Ability to develop trusted relationships and find creative solutions
- Ability to display good judgment
- Ability to follow through on tasks until completed
- Ability to influence decision-making and change
- Ability to work cross-functionally in a fast-paced environment
- Demonstrable leadership skills
- Excellent written and oral communication skills
- Exceptional customer relationship-building skills
- Experience with Microsoft Excel
- A high degree of flexibility
- Highly organized and strong ability to multi-task
