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$40 - $43 per hour
...Client Services Analyst - Boston, MA We are seeking candidates for a Client Services Analyst position with a leading financial services firm... ...setup materials. Coordinate onboarding workflows, monitor key milestones, and provide regular status updates to stakeholders....SuggestedContract workWork at office$95k - $135k
...experience, including proficiency in NetSuite and strong collections management skills. This role requires a deep understanding of milestone-based contracts and the healthcare industry, focusing on driving performance improvements within a collaborative environment....Suggested- ...focused on generating real business value. Using our... ...industries like financial services, healthcare,... ...without compromising client delivery. With a flat... ...Consultant / Business Analyst , you'll join a tight... ..., managing timelines, milestones, and proactively reporting...SuggestedFull timeRemote workNight shift
$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- A leading data and analytics consulting firm is seeking a Business Analyst with 5-8 years of experience in Capital Markets to work closely with teams to deliver high-impact solutions. Responsibilities include gathering and analyzing business requirements and translating...
- An established industry player is seeking a dedicated professional to join their Global Client Services Team. This role focuses on providing exceptional support to global production clients while fostering strong client relationships. The ideal candidate will have at least...
$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...- ...BioLabs is seeking a Senior Project Manager, Business Development to lead high-impact... ...plans and timelines, including objectives, milestones, execution strategies, and success metrics... ..., customers, media, and industry analysts. Contribute to market and location assessments...Local areaWorldwideAfternoon shift
$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- ...organization in the medical device manufacturing space is seeking a Business Development Executive (BDE) to serve as the primary commercial... ...documentation Drive progress toward key development milestones, including design freeze Support Verification & Validation...
- ...unconventional approach to solving business challenges, with a focus on... ...-focused solutions for our clients. The result is a working... ...coach executive leaders and service line supervisors to build internal... ...plans and broader program milestones Maintain accurate and timely...Monday to Friday
- ...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... ...initiatives across: Client onboarding, KYC, collateral... .... Track project milestones, risks, and dependencies...
$90.77k - $145.23k
...deployment teams to position the client for a successful engagement.... ...up to 60% Reports To: Manager, Business Analysis Work as member of the Software Services Team. Capture the voice and outcomes... ...and emotionally through the big milestones and in your everyday life. To see...Work experience placement- ...Formulate and recommend additional policies and procedures or modifications to existing guidance to improve the efficiency and effectiveness of managerial operations. Develop implementation plans with milestones, timetables, audit trails, and evaluation procedures....
$105.1k - $150.1k
...Job Summary We are seeking a Senior Business Analyst / Functional Lead (P4) to play a critical role in driving functional excellence... ..., and delivery practices Ensure the squad meets delivery milestones with strong ownership and accountability Identifies and applies...Temporary workWork experience placementLocal areaImmediate startRemote workFlexible hours- ...Senior Business Analyst vTech can help you avoid the daunting task of writing and posting... ...tailor our IT and Non-IT recruitment services to your needs. This allows us to deliver... ...structures for required tasks to reach milestones: problem analysis; requirements...Work experience placementShift work
- ...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 experience placementWork at officeWork from home
$65k - $80k
...Blitzy Business Development Representative Blitzy is a Cambridge, MA based AI software... ...mastering BDR fundamentals and hitting your milestones, you will have a clear and structured... ...: Time is both our company's and our clients' most precious asset. We move quickly and...Immediate start$53.25k - $88.75k
...oversight, technology initiatives, and business analysis work. The role contributes to the... ..., and governance forums. Track project milestones, open items, risks, decisions, and... ...Qualifications 2-5 years of experience in financial services, asset management, fund accounting,...Temporary workFlexible hours- ...Head of Enterprise Business Development About the Company Fast-growing provider... ...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...
$53.25k - $88.75k
...We are seeking a highly motivated and talented Business Operations Analyst to join our team in our Boston office. In this role, you will partner... ...grow your career with an established leader in the financial services industry, backed by a team committed to your development...Temporary workWork at officeLocal areaFlexible hours- ...to patients. The Associate Director of Business Development is responsible for leading the... ...goals, timelines, and partnership milestones. Monitor partnership performance through... ...focused on Oncology‑related products and services. Deep knowledge of human genetics, Oncology...Contract workRemote work
$191k - $253k
...the expertise, technology, and business model of the 21st century’s... ...with multiple program offices, services, and international partners... ...the existing and prospective client base, know the current and planned... ...stays aligned to key milestones. Required Qualifications The...Full timeContract workWork experience placement- ...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...
- ...transform tomorrows, today. Role Purpose Lead the scientific and business development strategy connecting our BBBo-FUS platform with the... ...for combination products IP and deal-structuring acumen (milestones, royalties, equity) Core Competencies Strategic and analytical...Remote workFlexible hours
$70k - $100k
...Jones, we’re a purpose-driven, client-focused team committed to... ...highly motivated and experienced Business Development Specialist to... ...and assign tasks, and create service agreements, leveraging Salesforce... ...groups Family & Milestones Paid Parental leave (13 weeks...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours$175k - $245k
...exactly that frontier, and we are looking for a Senior Director, Business Development Pharma AI to build and lead our most strategically... ...foundation models, exclusive data collaboration windows, and milestone-linked R&D partnerships. Relationship Development & Deal...Contract workWorldwideFlexible hoursShift work- ...Description - Director /Senior of Business Development Location - East... ...growth plan in full service clinical, regulatory and PV /... ...targets. Collaborating with Client Partners and Business Leaders... ...targets; clearly outlining all milestones, providing timely updates on...Contract work
$94.65k - $185.79k
Business Consultants are responsible for an assigned portfolio of Franchisees. They collaborate with Franchisees to set and achieve-or... ...with the construction team and the Franchisee, monitor the milestones, and hold the Franchisee accountable to ensure that completed...Remote jobLocal area
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