Client Analyst Job Description

Client Analyst Job Description

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Client analyst provides technical support for hardware (printers, desktop, laptop, drivers, monitors, and MHDs) and Software (internally developed applications, productivity, computer operating systems, internet applications, and various drivers).

Client Analyst Duties & Responsibilities

To write an effective client analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included client analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Install, configure, test, maintain, monitor and troubleshoot end-user computing infrastructure
Perform desktop moves, adds, and changes as required
Develop and maintain desktop hardware and software inventory
Maintain relationships with desktop technology vendors and service providers
Learn appropriate software and usage to provide applications support to end users
Escalation of due-diligence findings to regional refresh teams and the Compliance function
Entering customer data and documents into customer database
Perform assigned daily and periodic processes in accordance with established procedures, practices and policies
Accountable for proactive identification of issues, developing well thought out and viable solutions that are in line with our core competencies, and established processes
Support Client Associates and Relationship Managers

Client Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Analyst

List any licenses or certifications required by the position: ITIL, PC, MCSE, MCDST, HDI, MCP, ASE, CCTS, IAD, JSDA

Education for Client Analyst

Typically a job would require a certain level of education.

Employers hiring for the client analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Business, Finance, Economics, Accounting, Computer Science, MBA, Associates, Management, Communication

Skills for Client Analyst

Desired skills for client analyst include:

Statistical software
Desktop operating systems
Microsoft Office Suite
Computer terminology
Excel
HIPAA
ACA
Customer service practices
ERISA
Employee benefits plans and demonstrated relationship management skills

Desired experience for client analyst includes:

Must be a detail oriented self-starter, extremely well-organized, and able to work on a deadline in a fast-paced team-oriented environment
Must be able to collaborate effectively and proactively across the platform and work well as part of a broader team
Experience in the field of personal insurance (auto and home)
Very good knowledge of French and English (spoken and written)
Oriented towards customer service, good communication and negotiation skills
Ability to collect premiums and retention of our customers

Client Analyst Examples

1

Client Analyst Job Description

Job Description Example
Our innovative and growing company is hiring for a client analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client analyst
  • Work with KYCS team to prepare and validate client checklists
  • Assist Trade and Transaction Support Team
  • Develop a detailed understanding of the onboarding functions, system, process and procedures to best assist the Client Associate
  • Develop a detailed understanding of the on-boarding functions, system, process and procedures
  • Oversee and administer necessary portfolios
  • Act as point of contact
  • Prepare deal set up and cash and investment processing
  • Enhancing firm liquidity by re-hypothecating client collateral to satisfy margin calls
  • Assist team in testing, internal process changes and system reconfiguration
  • Support aging analysis and reporting
Qualifications for client analyst
  • Knowledge of the client KYC onboarding/refresh process and knowledge of AML regulatory requirements
  • Open to shift work (including mid-shift and night shift schedules) and working on Philippine public holidays
  • While this is a plus, it is not a requirement
  • Minimum 3 years in a Business Analyst/process definition and re-engineering role
  • 4+ years working with Sr
  • Facilitation of discussions with groups of 1-20 including Sr
2

Client Analyst Job Description

Job Description Example
Our innovative and growing company is looking for a client analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client analyst
  • Share oversight of reviews with other Analysts
  • Ensure all requests are prioritized, resolved within agreed timeframes, and priorities identified early
  • Develop a detailed understanding of clients, KYC Renewals functions, and system, processes, and procedures
  • Highlight problems and take initiative to suggest ideas to change and improve processes
  • Work with KYC team to prepare and validate client checklists
  • Facilitate loan administration
  • Manage and track credit renewals / loan amendments and all associated activity
  • Assist in checking, storing, retrieval of documentation as required or requested by internal stakeholders
  • Coordinate internal client reviews and management meetings
  • Attend internal client meetings, documenting key notes and action items
Qualifications for client analyst
  • May be required to travel 1-2 times per year to offices in the US, Canada, North America, South America or Central America
  • Independent preparation of presentation quality documents and Sr
  • Strong working knowledge of Microsoft suite of products
  • A high level of customer service knowledge
  • Knowledge of Algo Collateral system preferred
  • Prepare the monthly and quarterly reports
3

Client Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client analyst
  • Update central database of key client data
  • Work on special projects for global client management
  • A team player who can work closely with people at all levels and challenge others
  • Able to work with stakeholders in multiple location
  • Experience with manager due diligence, portfolio construction, implementing investment strategy
  • The delivery of CTLA services to the assigned clients
  • Being the single-point-of-contact
  • Preparing reconciliations on purchase orders, invoices, statements, checks
  • Ensuring that all adviser changes made on OneVue are also updated on CRM
  • Taking inbound calls from investors and financial advisers and ensuring that optimal customer service is provided
Qualifications for client analyst
  • Experience in KYC and AML, including knowledge and understanding of US AML / BSA laws and regulations
  • Bachelor's degree with a preference for Management Information Systems, Finance, Accounting or Business Administration or equivalent work experience
  • Basic SQL and/or equivalent database experience
  • Undergraduate degree required, graduate or advanced degree preferred
  • Demonstrated ability to multi task and quickly respond to requirements of multiple business units (i.e.,Retirement and Home Office support) establish and maintain positive relationships with these entities
  • Reporting to internal and external stakeholders at varying periods on our Investment Funds and investor accounts
4

Client Analyst Job Description

Job Description Example
Our company is looking for a client analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client analyst
  • Owning and orchestrating to completion cross-border requests in multiple jurisdictions, if needed, for clients that they own and by working closely with other Client Managers across the globe
  • Supporting the the RM and Client through the conversion to the new Global AML standard
  • Highlighting problems / blockages and taking initiative to suggest ideas to change and improve processes
  • Maintenance of an effective and rigid control environment ensuring quality and adherence is never compromised
  • Serve as a direct conduit for all sell-side clients, across all facets of client service and application support
  • Monitor all distribution inboxes and hotlines to address all client inquiries in a timely manner in coordination with the global support team
  • Provide outstanding client services by assisting clients across all facets of application support, including but not limited to, deal management, service interruptions and/or production issues, user training and general application usage
  • Onsite client meetings to assist with training, product demos and transactional support
  • Liaise with product build teams regarding forthcoming enhancements, and solicit feedback from clients to ensure seamless support
  • Cross-train with global counterparts to ensure depth of client coverage
Qualifications for client analyst
  • Manage KPI changes/MI products into existing reporting or create new Client KPI packs
  • A Bachelor degree in Marketing or Business Administration
  • High interest in Marketing and Sales
  • Strong affinity for pharmaceutical and/or healthcare industry is an advantage
  • Preferably with previous experience in US mortgage industry
  • Degree or comparable, experience viewed favorably
5

Client Analyst Job Description

Job Description Example
Our innovative and growing company is looking for a client analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client analyst
  • Assist the Strategic Product Manager with the build out of scalable work flows for claims handling, data transfer, accumulation monitoring, accounting, and reporting
  • Provide support for all types of implementations by maintaining project plans, milestone documentation, meeting agendas, minutes, and project follow-ups
  • Able to execute one-off projects
  • Ability to support other team members on implementations by maintaining project plans, dashboards, milestone documents and RAID log across multiple lines of business and/or products
  • Design analytic approaches to answer client’s business questions
  • Conduct in-depth analysis of purchase data to uncover insights clients can use to make retail and shopper strategy decisions
  • Present findings and data-driven recommendations to clients
  • Work well as part of a team of analysts and consultants on a variety of projects supporting shopper and retail solutions
  • Responsible for maintaining obligatory requirements to meet quality system compliance follow processes and procedures as written
  • Participate, with Supervisor’s lead, in periodic client meetings, via the phone, to discuss current activities, client satisfaction, and potential new offerings
Qualifications for client analyst
  • Well versed with the various SDLC processes
  • Ability to communicate effectively with internal business partners with diverse areas of expertise (Portfolio Management, Portfolio Administration, Performance, Risk, FTT, Information Management, Client Services, Sales, Legal, Compliance, Settlements)
  • Exhibit proficiency in Atlantic Trust Core Competencies
  • Good knowledge of UK travel management
  • Knowledge of travel management globally an advantage
  • Travel industry and market awareness

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