Client Lifecycle Management Analyst- NYC

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

• Assists 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

• Ability to develop trusted relationships and find creative solutions
• Ability to display good judgment
• Ability to follow through on tasks until completed
• Ability to influence decision-making and change
• Ability 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
• A high degree of flexibility
• Highly organized and strong ability to multi-task