Milestone Client Service Business Analyst
Omni Inclusive
Job Title
Must Have's: 5 years' experience working in the fund accounting / funds management / custodial services / investment operations industries is required. Proven ability in analyzing business data flows and processes; isolating issues, assessing implications, and formulating solutions. As a member of the global client services team, your goal is to provide positive support outcomes for our global production clients in accordance with established service levels. You will form close working relationships with all of our clients while working collaboratively with the other global client services team members around the globe.
Role Responsibilities
- First point of contact: Manage the initial response to our production clients for any issues they raise; determining the type of issue, priority and level of support required.
- Analysis of issues: Undertake detailed analysis and investigation of issues as appropriate.
- Providing client feedback: Liaise and manage feedback to our clients until issues are resolved to the level of satisfaction our clients expect.
- Maintaining client relationships: Attend regular meetings with client representatives; meetings may be either face to face and via conference call.
- Quality assurance: Undertake application testing to confirm the behavior of items destined for release to clients.
- Release deployment: Co-ordinating releases and managing change control for our production client base.
- On call support: Some after-hours/on-call responsibilities will be required however this is on a shared basis across the team.
Essential Skills and Experience
- 5 years' experience working in the fund accounting / funds management / custodial services / investment operations industries is required.
- Proven ability in analyzing business data flows and processes; isolating issues, assessing implications, and formulating solutions.
- Client focused with an ability to deliver under pressure.
- Sound written and verbal communication skills.
Desirable Skills and Experience
- Business systems support / service desk / system administrator roles either within or to the financial services industry.
- Diploma or bachelor's degree in finance or I.T. related fields.
- Experience with business systems architecture, system administration, and/or production support.
- Competent using tools such as SQL and Excel for the retrieval and analysis of data.
- Control is the software that is being supported. Exposure, use or expertise is a bonus.
Personal Attributes
- Self-motivated and highly organized; you are ready to take ownership of problems and issues as required.
- You will liaise comfortably with clients and internal resources across all geographies and at all levels within the respective organizations.
- You will be a quick learner of new systems and business processes.
- Analytical and inquisitive by nature.
$90k - $180k
...to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary... ....About the RoleJob OverviewBased in Boston, the Client Service Operations Analyst will be part of the Client Service Operations (CSO) team....SuggestedFull timeRemote workFlexible hours1 day per week- ...roadmaps, driving rapid implementation from prototype to production. You will architect scalable solutions and drive critical milestones to position the new department for rapid growth and potentially a spin-off to attract institutional backing. Job requirements...SuggestedRemote jobFull timeRelocation
$48.5k - $68k
...POSITION SUMMARY : The Field Services Analyst acts as the face of Information Technology... ...implementing, supporting, and enhancing the client computing environment, ensuring... ...relate to position requirements; as well as business/organizational needs, internal equity,...SuggestedFull timeFixed term contractRemote workFlexible hours$84.6k - $141k
...drive resolution of blockers, milestone gaps, and delivery conflictsIdentify... ...Tax LLP, our Global Employer Services (GES) Technology Group consultants help multinational clients develop programs, processes,... ...arising from global mobility, business travel, and remote working....SuggestedWork at officeLocal areaRemote workVisa sponsorship$80k - $200k
...speaker programs and advisory boards to roundtables and fee-for-service activities.In alignment with our Services Vision, you will be... ..., and maintain focus and intensity to achieve project milestones.Long-Term Customer Success: Deliver deeply appreciated services...SuggestedWork at officeLocal areaRemote workWork from home3 days per week- ...provides high-quality and efficient services to the schools to help them... ...new beginnings to lifetime milestones, from Harvard Square to... ...Specific Responsibilities: The Business Intelligence Manager leads our... ...Intelligence Manager oversees a team of analysts and partners across the...Work at officeWork from home
$65k - $95k
...message the job poster from Masis Professional Group Talent Acquisition Specialist at Masis Staffing (Fanning Personnel) Client Service Analyst Location: Newton, MA About the Opportunity A well-established asset management and financial planning firm located outside...Full time$24 per hour
A financial services company in Boston seeks an entry-level Client Service Representative. In this role, you'll manage client inquiries, collaborate with internal teams for solutions, and build strong client relationships. The ideal candidate should have effective communication...- ...Operations Manager & Analyst Location: Hybrid 1... ...United States Client is currently seeking an... ...acceptable levels of service performance in resolving... ...and identify key milestones for the operations team... ...periodic status updates to business and leadership about...Contract work1 day per week
- ...our platform and pipeline, we are seeking a Senior Director of Business Development to lead strategic growth initiatives, partnerships... ...teams to align BD strategy with scientific and operational milestones Support portfolio prioritization and asset-level partnering strategy...
- ...a core team member of the Sales Business Solutions team the Senior Business Analyst is responsible for key activities... ...Marketing/ Legal/ Sales/ Account Service/Member Service professionals) to... ...project roadmap, deliverables, and milestones. Develop key metrics to report progress...Temporary workImmediate start
$38.5 - $55 per hour
...Accounting BackgroundStrong Business Analyst BackgroundCreating stories and... ...Fund Accounting processes, services, and program roadmaps. The... ...functions that affect internal clients in both Waterfall and/or... ...and assist in development of milestone dates, project workflows, milestone...$39.16 - $55 per hour
Business Systems Analyst Concur/Workday - onsite HYBRID in Boston!!!Concur (Travel... ...Purpose Justification (client is open to T&E systems outside... ...of Information Technology Services (ITS) seeks a hands-on BSA... ...& Transition SupportTrack milestones and maintain Jira as transition...For contractors- ...commitment to "creating life milestones." We believe in delivering best... ...What will you do? The Business Development Manager (B2B) Boston... ...targets. Attend all relevant clients’ events, tend to the booth... ...delivery of quality products and service to clients. Drive the...Full timeLocal areaWork from homeLong distanceWeekend work
$70k - $140k
...journeys, market landscapes, and RWE/HEOR studies—to solve our clients' toughest business challenges. Ultimately, you will build the technical... ...risks, and ensure stakeholders are aligned on expectations, milestones, and outcomes Stay informed on industry, therapeutic...Permanent employmentFull timeH1bWork at officeLocal areaRemote workWork from homeFlexible hours$56k - $113.5k
...financial and operational solutions for our clients. You will partner with Managing... ...operational and financial data to solve complex business issues for our clients. What You’ll... ...programs for critical professional milestones to ensure you are prepared and empowered...Full timeVisa sponsorshipWork visa- ...Reporting to the Director of Business Development Operations, the Senior... ...Development Operations Analyst builds the systems that keep... ...effort across pursuit tracking, client and market research, and... ...core construction management services and complementary business lines...Temporary workFor contractorsWork at officeImmediate start
$73.1k - $98.9k
...Business Development AnalystWilson Sonsini is the premier... ...Business Development Analyst to join the firm's... ...initiatives that advance client relationship... ...partnerships, and recent milestones.Track and enhance business... ...law firm, professional services firm, or investment environment...WorldwideAfternoon shift- ...Role- Business Analyst 15+ years and over; no one under 15 years experience will be... ...dynamic environment. Financial Services is a MUST Asset Management Background... ...with development teams, create epics, milestones to advance the technology solution....Flexible hours
$65k - $80k
...Blitzy Business Development RepresentativeBlitzy is a Cambridge, MA based AI software development... ...BDR fundamentals and hitting your milestones, you will have a clear and structured... ...Fast: Time is both our company's and our clients' most precious asset. We move quickly and...Immediate start$80k - $95k
...Business Development Specialist Finnegan is more... ...intellectual property services globally. Our success... ...relationships with our clients and each other. We care... ...changes and other career milestones. Coordinate with... ...Assist the Proposal Analyst and Pitches & Pursuits...Hourly payWork at officeLocal area$100k - $135k
...Description Job Description As a Business Development Director focused on regional... ...and executing against metrics and milestones to drive company revenue Interface with... ...Travel as needed to meet with prospects, clients, and team members Perform all other duties...Full timeLive inWork at officeRemote workVisa sponsorshipWork visa$325 per month
...mental wellness and financial coaching services, Entrada supports all of your health needs... ...journey with education reimbursement. Milestone Celebrations We celebrate your wins -from... ...recruitment process. The only legitimate business email domain we use is @entradatx.com...Remote jobFreelanceWork at officeLocal areaFlexible hours$90k - $180k
...return and risk objectives of institutional clients in more than 60 countries, draw on a... ....As a private partnership whose sole business is investment management, our long-term... ...expertise.The PositionThe Market Data Services Analyst will be a strategic leader within Wellington...Full timeContract workRemote workFlexible hours1 day per week$104.4k
Posting Description MARKETING DATA ANALYST, MIT Open Learning, to drive marketing performance analysis and conversion optimization across the department; work with Marketing and Content teams to develop and maintain a measurement framework across the marketing and conversion...Full timeWork at officeVisa sponsorshipMonday to Friday2 days per week$109.8k - $175.68k
...Impact As an Accounting Operations Sr. Analyst, you will play a key role in ensuring accurate... ...Balance Sheet, partnering with FP&A and business partners to explain key drivers of... ...financially and emotionally through the big milestones and in your everyday life. To see more...Work experience placementWork at officeRemote work$155k - $195k
...manufacturable solutions while preserving the integrity of the original conceptEstablish clear development strategies, timelines, milestones, and decision points across multiple concurrent product programs, ensuring teams have visibility into priorities, risks, and...Full timeWork at officeRelocation- ...Head of Enterprise Business Development About the Company Fast-growing provider of... ...digital transformation, AI solutions, or services-led enterprise software. Key responsibilities... ...paths, with a strong emphasis on scope, milestones, success metrics, and risk posture. The...
$136.9k - $254.2k
The PositionA healthier future. It’s what drives us to innovate. To continuously advance science and ensure everyone has access to the healthcare they need today and for generations to come. Creating a world where we all have more time with the people we love. That’s what...Full timeLocal area- ...statisticians, mathematicians, analysts, and geoscientists to help... ...for both internal partners and client‑facing teams.For over 50... .... We empower communities and businesses to make better decisions on risk... ...findingsPartner with Client Services to help explain methodologies...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Milestone Client Service Business Analyst. Be the first to apply!
- revenue growth management analyst Boston, MA
- senior data management analyst Boston, MA
- business analyst law firm Boston, MA
- senior business development analyst Boston, MA
- pega business analyst Boston, MA
- entry level business analyst Boston, MA
- software asset management analyst Boston, MA
- knowledge management analyst Boston, MA
- remote senior business analyst Boston, MA
- senior business analyst Boston, MA



