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Form of workJob Description
Business Financial Consultant
Job Description
For the Banking and Finance sector the consultant will be responsible for Client Life Cycle Management, the day-to-day operations of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness and efficiency of people, processes and technology there by enhancing financial performance, increasing investment capacity, and managing risk. Builds the sustainable repeatable capabilities that support delivery of the highest standards of service and execution. Analyzes and reviews data tools, business processes and operational standards to execute service delivery. Evaluates and ensures that operations meet company objectives, business needs, service agreements and relevant requirements. Researches and monitors external landscape to identify developments and translate them into operational implications for the company.
Responsabilities
Manages portfolio of onboarding sessions from start to finish and manage overall customer onboarding processes.
Leads new customer onboarding projects to completion, provides innovation, process and technical expertise, advise & consult throughout the initial 90-day deployment plan.
Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents.
Builds relationships with key customer contacts to ensure high levels of satisfaction and Client the foundations for continued growth and partnership.
Works closely with theSales and Customer Success team to ensure seamless onboarding for all new customers.
Owns the onboarding and implementation process for our most strategic clients, forging a successful partnership.
Serves as the client's project manager and liaison internally during the onboarding process and special ongoing projects.
Requirements
The ability to multi-task, plan and prioritize a large volume of detail-oriented work in accordance with changing deadlines.
Advanced computer skills including, but not limited to, Microsoft Outlook, Microsoft Word, Excel, and PowerPoint, and demonstrated ability to conduct Internet research in an efficient, productive manner
Strong analytic and problem solving and project management abilities
Must be a highly motivated candidate with the ability to work independently and in a highly fluid environment.
Languages
Bilingual: English/Spanish
Location
New York Remote
Job Description
For the Banking and Finance sector the consultant will be responsible for Client Life Cycle Management, the day-to-day operations of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness and efficiency of people, processes and technology there by enhancing financial performance, increasing investment capacity, and managing risk. Builds the sustainable repeatable capabilities that support delivery of the highest standards of service and execution. Analyzes and reviews data tools, business processes and operational standards to execute service delivery. Evaluates and ensures that operations meet company objectives, business needs, service agreements and relevant requirements. Researches and monitors external landscape to identify developments and translate them into operational implications for the company.
Responsabilities
Manages portfolio of onboarding sessions from start to finish and manage overall customer onboarding processes.
Leads new customer onboarding projects to completion, provides innovation, process and technical expertise, advise & consult throughout the initial 90-day deployment plan.
Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents.
Builds relationships with key customer contacts to ensure high levels of satisfaction and Client the foundations for continued growth and partnership.
Works closely with theSales and Customer Success team to ensure seamless onboarding for all new customers.
Owns the onboarding and implementation process for our most strategic clients, forging a successful partnership.
Serves as the client's project manager and liaison internally during the onboarding process and special ongoing projects.
Requirements
The ability to multi-task, plan and prioritize a large volume of detail-oriented work in accordance with changing deadlines.
Advanced computer skills including, but not limited to, Microsoft Outlook, Microsoft Word, Excel, and PowerPoint, and demonstrated ability to conduct Internet research in an efficient, productive manner
Strong analytic and problem solving and project management abilities
Must be a highly motivated candidate with the ability to work independently and in a highly fluid environment.
Languages
Bilingual: English/Spanish
Location
New York Remote
