Client Service Senior Analyst Job Description
Client service senior analyst
provides direction to the Health and Welfare Configuration Analysts on assigned clients, including ongoing system integrity and stability, and system configuration changes.
Client Service Senior Analyst Duties & Responsibilities
To write an effective client service senior analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included client service senior analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Working closely with the firm's trading desks relaying the status of trading activity on all institutional client accounts
Managing client relationships by serving as primary point of contact with clients & sales channels
Communicating and working closely with the sales force to provide high quality service to our clients
Work on special value projects as necessary
Partner with Management and other Service Representative’s to build long term successful & scalable service models
Provide ongoing feedback to the team regarding quality service, training, and coaching in an effort to increase the effectiveness and consistency of service and relationship management
Monitors and escalates service issues to ensure a high quality response to clients
Working on special value projects as necessary
Partnering with Management and other Service Representative’s to build long term successful & scalable service models
Providing ongoing feedback to the team regarding quality service, training, and coaching in an effort to increase the effectiveness and consistency of service and relationship management
Client Service Senior Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Service Senior Analyst
List any licenses or certifications required by the position: CCTS
Education for Client Service Senior Analyst
Typically a job would require a certain level of education.
Employers hiring for the client service senior analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Education, Business, Communication, Management, Technical, Guidance, Finance, Accounting, Legal, Statistics
Skills for Client Service Senior Analyst
Desired skills for client service senior analyst include:
Excel and financial terms are
Adobe products
Bloomberg is an advantage
Investments and capital markets highly desired
Microsoft Office
Morningstar Direct
Firm
Health & Welfare eligibility system configuration
Process management and ability to optimize execution
Self generate challenging objectives and leverage their own skill set to realize these goals
Desired experience for client service senior analyst includes:
Cultivating a service environment targeted towards enhancing the client experience
Monitoring and escalating service issues to ensure a high quality response to clients
Facilitate the technical requirements of the Client On-boarding group
Provide product quality improvement
Clients understand how to improve their business and personal productivity through product adoption
Bringing our organisation to innovate the way we work through continuous improvement
Client Service Senior Analyst Examples
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Client Service Senior Analyst Job Description
Job Description Example
Our company is looking for a client service senior analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client service senior analyst
- Assist in resolution of vendor product or service issues
- Utilizing data query tools, such as Sales Reporting, CatScan, vendor spreadsheets, to create and maintain metric reporting, integrating data from multiple sources
- Perform new member cost analysis and product comparison ensuring accurate and clinically sound illustration of program benefits
- Facilitate data management communications to stakeholders, driving compliance and increasing revenue
- Guide and encourage team members to do their work effectively
- Respond to customized requests and ad-hocs regarding clients / account performance, key statistics, holdings, benchmark, etc
- Assisting in maintaining existing reporting procedures, tools & workflows necessary to facilitate the process
- Analysis of CSS key work drivers
- Manage product quality improvement
- Reducing costs throughout our global organisation by driving efficiency and consistency
Qualifications for client service senior analyst
- Able to manage workflow and high volumes and multi-task
- Encourage, guide & assist the team members to do their assigned tasks effectively
- Managing greater automation across CSS
- Ensuring clients understand how to improve their business and personal productivity through product adoption
- Instilling a culture of continuous improvement throughout the organisation
- The Senior Analyst focuses on the processing and issue resolution of complex transactions that require expertise to interpret processes, guidelines and/or policies
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Client Service Senior Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client service senior analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client service senior analyst
- Field client questions, fulfill standing requests, and fulfill ad hoc requests for client
- Field client questions, fulfill standing requests, and fulfill ad hoc requests for clients
- Lead and manage complex business projects
- Overall supervision of client query monitoring/tracking
- Overall supervision in the monitoring of documentation for new custody accounts, KYC requirements for custody clients
- Overall responsibility for FATCA reporting compliance
- Day-to-day interface with clients where require
- Responsible for db-direct/DBDC Custody implementation and first level support
- Checks and supervises custody FX deals being done with clients
- Supervises SCCP cash settlement requirements
Qualifications for client service senior analyst
- Review of exceptions from reconciliations done by Offshore teams to provide oversight of the function
- Analytically and procedurally competent, the Senior Analyst represents the team on cross-functional processes and/or project deliverables
- Recognized as an expert in a specific skill set but remains focused primarily on daily execution
- Has full ownership for processes, reports and/or procedures
- Will assist in the on-boarding and training of new employees
- Support a dynamic service level agreement driven work environment through timely responses to all queries
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Client Service Senior Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of client service senior analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client service senior analyst
- Supervises account opening documentation including preparation of account opening forms to facilitate opening of accounts in IDMS, db Trader and other systems, if any
- Assists the Head of GSO in the preparation and submission of Key Operating Procedures (KOP) & other internal guidelines
- Handles internal & external queries
- Develops extensive knowledge base of the industry, system, module and product, and uses that information to assist the client
- Facilitates complex client inquiries and conducts research to solve issues within established Service Level Agreements and methodologies
- Facilitates calls with technical, account management, vendors and/or the client when necessary, and updates issue tracking systems, while keeping the client informed
- Analyzes and evaluates client initiated changes, including options maintenance requests, through client consultation about best practices and internal research
- Maintains client relationships through accurate and timely communication
- Leads client training on specified modules or products, as required
- Develops functional requirements and specifications to support client customization or system changes to include coding scripts and writing macros
Qualifications for client service senior analyst
- Cultivate and continually grow relationships with internal partners and client contacts
- Understand impact of personal job functions of Investment Operations Outsourcing (IOO) peers, client and applicable shared service partners
- A college or university degree preferred and/or 2-4+ years of relevant work experience
- Ability to analyze complex problems and present findings in a clear and concise manner
- A Bachelor’s Degree and equivalent work experience is required
- Substantial amount of work experience preferred
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Client Service Senior Analyst Job Description
Job Description Example
Our company is hiring for a client service senior analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service senior analyst
- Troubleshoot process includes database research, running SQL statements, system log revision, understanding accounting concepts and correlation to meet clients expectations, recreating reports based on database fields according to clients settings, reviewing system parameters to find root cause of issue
- Identify, test, recreate, resolve and/or escalate complex problem - sometimes cross-functional approach is inevitable to provide solution
- Documenting issue resolutions
- Build solid strategic partnerships with Client Operations Managers and other departments within Eagle
- Contribute to creating training materials, generating technical notes, and developing problem isolation tools
- If necessary working with accounting, performance measurement and enterprise issues
- If requested - Participating in client calls or client meetings
- Controls liability exposure, interprets and communicates industry standards, updates internal systems, communicates enhancements with expertise in product specific transactions, screens and reports and ensures client satisfaction
- Has full product service issue accountability, including incident reporting, communication center notification, Service Center work item records, adhering to client service level agreements, monitoring liability and escalation to management as appropriate
- First point of escalation and is expected to assist with mediation of issues between clients and less tenured analysts, while displaying a mature attitude
Qualifications for client service senior analyst
- Ability to solve problems independently and with positive, can-do attitude
- Proactivity and eagerness to learn complex product
- Experience with relational databases, SQL will be advantage
- Detailed Knowledge of the pharmaceutical and healthcare market
- High competency and interest in business intelligence and data analytics
- Substantial experience required within customer service / client facing work experience is preferred
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Client Service Senior Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of client service senior analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client service senior analyst
- Provide assistance to global FTS departments on portfolio transactions, valuations and issues
- Act as second level point of contact for all Operational questions and issues impacting the Traders and Portfolio Managers
- Compile & present Broker metrics
- Compile Front Office statistics
- Track queries and issues for the Front Office
- Identify and champion opportunities within FTS interactions to increase service offerings, improve efficiencies, evolve workflows, and minimize risks
- Develop solutions to critical business issues and present alternatives to the Management team
- Monitor daily failing and non-completed trades for local Front Office
- Build strong relations with Portfolio Managers and Traders to act as a conduit for all their Operational questions
- Continues education of the industry, system, module and product, and uses that information to inform the client
Qualifications for client service senior analyst
- Responsible for growth of business client retention goals
- Gathers information from client and evaluates the best way to manage the client’s risk
- Presents terms to clients and cross sells opportunities to meet needs of client and mitigate risk
- Reacts to moderately complex client inquiries and conducts research to solve issues within established guidelines
- Participates in the calls with technical, account management, vendors and/or the client when necessary, and updates issue tracking systems, while keeping the client informed
- Begins to analyze and evaluate client initiated changes, including options maintenance requests, through client consultation about best practices and internal research