Client Data Services Job Description
Client data services
provides periodic trainings to the Office of Student Affairs on trends and developments in the disability services area and in Simmons students specifically;.
Client Data Services Duties & Responsibilities
To write an effective client data services job description, begin by listing detailed duties, responsibilities and expectations. We have included client data services job description templates that you can modify and use.
Sample responsibilities for this position include:
Align to global standards, tools and processes where practical clarity, RBPM methodologies
Responsible for the delivery of initiatives projects delivered on time, on budget and the ability to achieve stated benefits
Account Express request and Bank Service Request for all asset classes (FX, Equity Swaps, Futures, CDS/IRS, Commodities, ) and foreign markets
Post Account Opening Follow up- checking other people’s work in terms of system set up for reporting bundles, mainframe codes, TransCap codes
Work across multiple service areas including messaging, desktop, mobile, and voice
Provide guidance to other teams as an RCA team point person familiar with technologies, data trends, and upcoming changes
Produce analysis, reporting and trending of Client Services data, combined with other sources of data
Implement data analysis techniques including statistical analysis, correlation, and cause and effect analysis
Utilize identification of patterns, variances, anomalies and correlations to enrich data analyses
Identify and propose new approaches to data analysis
Client Data Services Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Data Services
List any licenses or certifications required by the position: RHIA
Education for Client Data Services
Typically a job would require a certain level of education.
Employers hiring for the client data services job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Education, Business, Computer Science, Economics, Statistics, Finance, Engineering, Mathematics, Science, Business/Administration
Skills for Client Data Services
Desired skills for client data services include:
Business Banking product set
Regulatory trends and developments
Client Onboarding and Regulators
Markit ISDA Amend
Regulatory trends / developments around AML / KYC space
Microsoft Office products – specifically Word and Excel
But
Data Governance practices
Excel
Filtering
Desired experience for client data services includes:
Meet with Client Services leadership and engineering product owners to discuss prioritization
Work with training team to enhance training materials based on identified patterns and analysis
Devise new measures to drive up data quality and work with other teams on data quality initiatives including exception reporting, agent score card, and spot checks
Produce materials for and attend RCA forums and governance meetings
Understanding of and/or experience in applied data and statistical analysis techniques
Some technical background across infrastructure technologies, virtualization, desktop hardware, operating systems, network, voice
Client Data Services Examples
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Client Data Services Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of client data services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client data services
- Comfortable in dealing with large volumes of data, identifying trends and highlighting key points
- Motivated and an excellent team player
- Comfortable explaining financial data and processes to non-financial counterparts
- Managing daily business
- A good understanding and appreciation of Operational Risk – Root Causes, identification of risk, effective escalation, capture and close out
- Self motivated, pro-active and keen to drive change
- Flexible in your approach to working hours and requirements
- Qualified with a Legal Qualification (beneficial)
- Qualified with the Association of Certified Anti-Money Laundering (or equivalent) (beneficial)
- Develop "Future State Process Flows" and associated KOPs incorporating new regulatory changes
Qualifications for client data services
- Teamwork in a global context in an open, consensus-based organization
- Ability to self-direct in order to meet objectives
- Ability to work effectively on multiple projects at once
- Knowledge of R, S and/or other statistical software a plus
- Based in Jersey
- Work experience – Focused training on data extraction and analysis and/or healthcare administration
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Client Data Services Job Description
Job Description Example
Our company is looking for a client data services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client data services
- Review changes with internal Client Onboarding RTB teams and obtain sign off
- Work with IT to define any system changes, put together BRD and FSD documents, and perform UAT as necessary
- Oversee the Americas Regulatory team across onshore, nearshore and offshore locations
- Communicate all updates to Global Regulatory Lead, coordinate changes / new regulations with other Client & Data Services Regulatory teams to ensure solutions are consistent
- Face off to senior stakeholders in various forums, including working groups, Operating Committees, Steering Committees
- Understand and resolve escalations, as needed
- Review and understand new regulations and identify impact to global Client Onboarding
- Supervises the data management team to ensure that all data is captured and processed efficiently and in line with established SLAs
- Liaise effectively with key stakeholders (client facing professionals, KYC / AML Compliance team, Case Handlers) to ensure that all exceptions, issues and obstacles are satisfactorily resolved
- Monitors workflow and ensures appropriate action is taken to deal with out of order items
Qualifications for client data services
- Ability to document and present business cases, analytical findings, and proposed processes
- Active involvement in weekly/monthly control calls to ensure risks identified across KRIs
- Understand the fundamentals of the GTO minimum standard control guidelines (STARC) and how these overlay into the day to day production environment
- Operations and/or Audit experience preferred
- Experience managing a team, providing direction to junior members of the team and developing top talent
- College / University degree or higher
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Client Data Services Job Description
Job Description Example
Our company is growing rapidly and is hiring for a client data services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client data services
- Build a team of operational professionals with a focus on excellence, collaboration and teamwork in serving the end client and realizing on the business potential
- Post Account Opening completion- account setups for portfolio account, wire entry and authorization, position reporting
- Work with Analytic Team to accurately define project objectives, and partner to determine methods for fulfilling objectives
- Work with management to set team goals
- Work closely with CTS transition managers, consultants, client executives and client contacts to facilitate the client implementation process
- Serve as a department resource for data related transition activities, including technology, databases, data evaluation/scrubbing and conversion strategies
- Participate in new client conference calls and client implementation meetings as requested
- Ensure data transition activities are properly audited and documented for internal and external stakeholders
- Keep abreast of industry trends for transitioning plan assets and corresponding plan records
- Set the business strategy for the GLAS client data interactions based on client needs, competitive, industry and market trends
Qualifications for client data services
- Ability to take work from inception and identification through resolution
- Review and understand new requirements and identify impact to global Client Onboarding
- Applicants for this position should ideally have experience working with and implementing regulations within an operational or control department within a banking environment, a Compliance or Legal Department within a banking environment, or within a similar Operations regulatory function
- Internet literate to enable on-line searches
- Experience working with and implementing regulations within an operational or control department within a banking environment, a Compliance or Legal Department within a banking environment, or within a similar Operations regulatory function
- Must have experience working with and managing onshore and offshore teams
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Client Data Services Job Description
Job Description Example
Our growing company is looking for a client data services. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client data services
- Frequent interaction with the client, with offshore team
- Responsible for daily service delivery, service levels and contractual performance standards as it pertains to Data Management functions
- Works on collecting requirements and updating business requirement documentation for new and existing production processes
- Troubleshoots production issues when needed
- Creates and executes test cases to validate changes requested to new or existing production processes
- Provides the necessary support in performing research and analysis based upon business team or client requests
- Good knowledge of the fundamentals of Anti-Financial Crime and Know Your Customer business regulations
- Experience of the design and delivery of technical training to different cultures and both Client face and operational staff
- An ability to understand complex topics and distil information effectively
- An understanding of the dynamics of financial regulation
Qualifications for client data services
- Must have experience working with senior stakeholders and presenting in various forums
- Assist to develop and document end-to-end roles and responsibilities, including process flow, operating procedures, the required controls
- Bachelor’s degree in business, accounting, mathematics or IT, or equivalent experience
- Three years of pension/retirement industry experience, including work with data systems
- Experience with plan conversions
- Knowledge of PARIS database systems and table structures
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Client Data Services Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client data services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client data services
- Strong research skills and ability to develop case studies
- Responsible for ensuring that cases are managed effectively and consistently in line with the agreed process
- Assist the VP BI System Client Services in the development of the client service and customer support strategies
- Relevant background with with experience working in Client Onboarding documentation team
- Primary point of contact for Contract repository and Contracted Legal Entity (CLE) queries to AIS
- Ownership of contract repository and CLE issues and tasked with bringing these to resolution
- Data Mining to ensure data integrity
- Client data remediation
- Work with internal control and AIS Risk management to identify risks and control weaknesses
- Report risks to AIS Senior Management
Qualifications for client data services
- Evaluate, recommend, and guide towards building quality, controls, efficiencies and automation globally
- Aid in the development of reports and tools in the Client Services space
- Good I.T
- Proven relevant experience in a PMO or Business Analyst role, ideally in a control function within Financial Services
- 5+ years in product development, roadmap development and the Agile delivery process, preferably with experience across multiple geographies and matrix organizations in the financial services segment
- Working understanding of client needs as they relate to treasury functions, including cash and investments is preferred