Change Management Analyst

Nice to have:


Workflow


Dynamics

Further Detail:


Technical Analyst for client servicing- would be proper title


Non-it-investor servicing, email driven- using dynamics working for Partner servicing group.


Response email, subscription redemption, change address,


Keeps email que in central location.


Everything is- quality review


Client outsource service thought them )NT), clients are international


Experience in workflow (instead of AG) -will help (create task, make notes/comments, follow up, make comments, tied with SLA, docs are stored here, help prioritization)


Other system is Hedge tak /.


Fund level knowledge -needed a/c application, ACH, Wire, management fees, center fee)


Servicing is the key role (email template, content, what client are asking in email)


Not a junior role,


Need heavy financial industry experience (mortgage lending, broker dealer, mutual funds)


Required

• Cash mgt, payroll, register -experience
• SLA-high quality
• Critical thinking
• Operation environment
• Research-working with matrix-why did not get money on time, why trade did not go through
• Quality control-email and process
• Email/templates how to create
• Follow multiple place for procedure guideline (int ops, clients service, India partner )

Not just out of school


Has to have Operational process experience and funds, banking-knowledge will be better to have

On site/remote with detail : 333 s. Wabash, Chicago, IL

Anchor days: 3 days/week on site from day 1. Tues/Wed/Thurs