Client Migration Support Analyst

Job Description

Job Description

Client Migration Support Analyst

?? 100% In-Office | Financial Services Environment

SVS Group is partnering with a well-known global financial institution to support a large-scale client migration initiative—and we’re looking for detail-driven, relationship-focused professionals to join the team.

This role is ideal for individuals who thrive in high-touch client support , enjoy solving problems, and take pride in delivering white-glove service during critical account transitions.

As a Migration Support Analyst , you’ll play a key role in ensuring a smooth, accurate, and positive experience for high-value clients as their accounts move from one platform to another.

You’ll be responsible for:

• Supporting client account creation and service transfers

• Performing manual data entry and validation during migrations

• Coordinating and collecting required client documentation

• Acting as a Relationship Specialist —providing high-touch, white-glove service

• Conducting client outreach via phone, email, and scheduled conversations

• Creating and following client communication scripts and criteria

• Providing Level 1 triage and post-conversion support

• Partnering with internal bank teams to identify, escalate, and resolve issues

• Tracking requests and activities through completion

• Supporting surge activity forecasting and reporting

• Assisting training teams with insights to help build client-facing materials

We’re seeking professionals who are client-obsessed, detail-oriented, and team-driven .

Ideal background includes:

• 5+ years of experience as a:

  • Junior Banker

  • Relationship Specialist

  • High-level Call Center Professional

• Experience supporting high-net-worth or premium clients

• Strong familiarity with banking or financial services environments

• Prior exposure to account migrations, conversions, or service transfers (preferred)

• High-touch relationship management & white-glove service

• Strong verbal and written communication

• Analytical thinking and lateral problem-solving

• Ability to simplify and explain complex processes

• Attention to detail with consistent, reliable execution

• Confidence in negotiation and dispute resolution

• Collaborative mindset with strong stakeholder communication

• Proactive, hands-on approach to work

• Work Schedule:
  Start times fall between 3:00 AM – 7:00 AM CST
  (Most demand is currently for earlier start times. Flexibility is required.)

• Training Schedule:
  Training will begin between 5:00 AM – 9:00 AM CST

Schedules are assigned based on regional workload and business needs.

• Be part of a high-visibility financial services initiative

• Work in a structured, professional, and collaborative environment

• Deliver premium service to valued clients during key transitions

• Gain exposure to enterprise-level banking operations and migrations

• Join SVS Group’s network supporting top-tier organizations

If you’re someone who takes pride in precision, thrives in fast-paced environments, and enjoys being the trusted point of contact for clients— this role was built for you .

?? Apply today and help bring confidence, clarity, and care to every client transition.