Client Lifecycle Management Analyst- NYC - Georgia IT : Job Details

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