Milestone Client Service Business Analyst
TechDigital Group
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. #J-18808-Ljbffr TechDigital Group
$62.5k - $80k
Client Services Business Analyst Unfortunately, the Client Services Business Analyst is not able to provide sponsorship now or anytime in the future. This role requires you to be located in the Indianapolis area because this is a hybrid role and requires one day a week...SuggestedWork at office1 day per week$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- Wellington Management Company in Boston is seeking a Client Service Operations Analyst to join the CSO team. The role focuses on delivering robust operational support to client groups, partnering with Global Operations, Trading, and Portfolio Implementation to enhance service...SuggestedRemote job
$65k - $95k
...Direct 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...SuggestedFull time$70k - $140k
...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$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....Work at officeLocal areaRemote workVisa sponsorship- Western Alliance Bancorporation's Western Alliance Bank seeks a Client Services Analyst III to manage a book of trust clients, focusing on CLOs and Leverage Finance Facilities. You'll deliver outstanding service, handle day-to-day operations, and manage deals with minimal...Remote job
- ...administration, data management, and comprehensive client support. Our purpose is to streamline... ...we’ll accomplish together As a Benefits Analyst, you'll serve as both a subject matter... ..., or advanced Excel functions Customer service or client support experience Salary Range...InternshipWork at officeFlexible hours
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- Western Alliance Bancorporation is seeking a Client Service Analyst III in Houston, TX to manage client relationships and deliver superior service to a book of CLOs and Leverage Finance Facilities. You will perform day-to-day operations, set up payment calculations in...
- Boston Medical Center (BMC) is seeking a Field Services Analyst to deliver front-line IT support for hardware and software across the organization. The role emphasizes reliable problem resolution, documentation, and knowledge sharing with a multi-site IT team. The ideal...
$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,...Full timeFixed term contractRemote workFlexible hours- Wellington Management, based in Boston, seeks a Client Service Operations Analyst to join the Client Service Operations team. The role supports internal and external stakeholders, focusing on operational excellence, risk management, and scalable processes across Americas...
$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...$73k - $80k
...for this role is $73,000 - $80,000/year + Bonus. As a Sr. Client Services Analyst with Numerator, you’ll be a vital member of Numerator focusing... ...Spend Your Time Guide client users on Numerator’s Insights business intelligence platform to navigate the system, interpret...Start working today- ...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
- ...franchises. Working in close collaboration with global market access business partners (access strategy, HEOR, pricing, affiliate engagement... ..., and launch readiness activities. Monitor market access milestones, including pricing and reimbursement submissions, HTA...Contract workWorldwide
- ...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
$175k - $250k
...Business Development Manager - Uncapped Commission | $175K-$250K OTE... ...tools, ensuring activities, milestones, and next steps are consistently... ..., access control, guarding services, or adjacent offerings.... ...Their integrated approach helps clients reduce risk, prevent loss, and...Full timeLocal areaRemote work- ...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...- ...Solutions AnalystThe RPA Solutions Analyst will be a key resource within... .... S/he will collaborate with business stakeholders to understand... ...successful results of milestone deliverable(s) or phase completion... ...management or financial services industry, specific experience...Shift work
- ...more to solve complex business challenges. Our global... ...s Specialty Analytics Services for Supply Chain (2024... ...experience as a Business Analyst in Capital Markets or... ..., Dodd‑Frank, etc.) Client onboarding, KYC, collateral... .... Track project milestones, risks, and dependencies...
- ...Supervisory Management And Program Analyst As a Supervisory Management and Program Analyst, you will: # Direct the team to... ...programs and administrative functions, implementation plans with milestones, timetables, audit trails, and evaluation procedures. #...
$90k - $110k
...third day will be worked out with your manager. The Senior Business Analyst acts as a strategic liaison between IT & business stakeholders... ...implementation, including definition of project scope, milestones, deliverables, dependencies, assumptions, risks, & success measures...Full timeWork experience placementWork at office- ...Job Summary Senior Business Process Analyst reporting to the CTO making the operational... ...to deliver consistent, high-quality client service without adding complexity. You will... ...standard operating procedures. This is a milestone-based engagement. If your Month 1...
- ...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
- ...with senior management within the organization, and with staff analysts at higher levels within the agency on critical organizational,... ...and issues, the timing and sequence of program events and milestones, and assesses resource utilization and management controls. Develops...
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