Client Operations Analyst

Client Operations Analyst

Manage client portfolio workflows, including onboarding tasks, administrative setups, and ongoing account updates in alignment with operating procedures.

Monitor, investigate, and resolve operational incidents; coordinate triage, track root cause, and ensure timely remediation and client communication.

Serve as a primary point of contact for client operational inquiries; provide responsive, professional support and escalate issues appropriately.

Maintain accurate documentation and status tracking across client portfolios; prepare summaries and reporting for internal stakeholders and clients.

Partner with cross-functional teams (e.g., Operations, Technology, Product) to streamline processes, reduce risk, and improve client outcomes.

Prepare clear, concise materials and updates using Excel and PowerPoint; synthesize operational metrics and trends into actionable recommendations.

Support control and risk practices by adhering to procedures, identifying process gaps, and contributing to continuous improvement efforts.

Required Qualifications:

2+ years of experience in banking and/or payments operations (client transaction flows, treasury/cash management, or related areas).

Demonstrated client or customer service experience, with strong communication and stakeholder management skills.

Proven ability to troubleshoot and resolve operational issues under time pressure with attention to detail.

Proficiency in Microsoft Excel (e.g., data organization, basic formulas, pivot tables) and PowerPoint (e.g., structured reporting).

Strong organizational skills with the ability to prioritize multiple workstreams and meet deadlines.

Preferred Qualifications:

FX exposure or experience (e.g., settlements, confirmations, funding, cutoffs, or operational flows).

Familiarity with incident monitoring tools, ticketing systems, or workflow management platforms.

Experience collaborating with technology teams on incident remediation or process enhancements.

SWIFT experience Knowledge of ISO 20022 is a plus

Core Competencies:

Client-obsessed mindset: responsive, professional, and outcome-oriented.

Ownership and accountability: follows through and closes the loop on issues.

Problem-solving: analytical, resourceful, and resilient in dynamic operational environments.

Team collaboration: works effectively across functions to drive consistent client results.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.