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Client Lifecycle Management Analyst- NYC

2 months ago


New York, United States Georgia IT Inc Full time
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
  • ssists 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
  • bility to develop trusted relationships and find creative solutions
  • bility to display good judgment
  • bility to follow through on tasks until completed
  • bility to influence decision-making and change
  • bility 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
  • high degree of flexibility
  • Highly organized and strong ability to multi-task