Client Service Analyst Job Description
Client service analyst
provides administrative, technical, and product support to other areas regarding product functionality and system capabilities with minimal guidance from higher level product systems analysts, Assistant Manager or Manager.
Client Service Analyst Duties & Responsibilities
To write an effective client service analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included client service analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Consult with client service teams regarding challenges with current processes or systems, enhancements, or new functionality
Coordinate with various internal operational teams on settlements and other account issues as needed, when multiple teams are impacted
Act as primary point of contact for all Operational questions and issues impacting the Traders and Portfolio Managers
Participate in broker and custodian service review meetings
Field client questions, fulfill standing and ad hoc requests for clients
Prepare business cases to support proposals for modification or introduction of new process or system
Foster and maintains good relationships with colleagues to ensure that processes are integrated to support expected customer service levels
Planning the requirements gathering process
Gathering / reviewing business requirements
Assist with system implementation projects as assigned
Client Service Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Service Analyst
List any licenses or certifications required by the position: CNE, MCSE, MCP, ITIL, CCTS, ID, SAS, K1, JSDA, PC
Education for Client Service Analyst
Typically a job would require a certain level of education.
Employers hiring for the client service analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Education, Finance, Business, Economics, Technical, Communication, Management, Mathematics, Associates, Statistics
Skills for Client Service Analyst
Desired skills for client service analyst include:
Platforms
Systems
Operational areas
Product Line
First Data’s products
Product/system functionality gained through experience
Research and testing
Systems and product functionality
CSppt Function
SQL
Desired experience for client service analyst includes:
Act as Company’s interface with Clients and verify/ action Client instructions/ orders via email in a timely and accurate fashion
Predominately telephone based work to identify new opportunities and pursue existing ones with professional investors in the Swiss market
High level of client contact, by managing all inbound queries from new and existing clients
Proven client services and sales support experience experience in completing RFPs is an advantage
Handling client requests and dealing with follow-up requests from existing investors
Supporting prospecting efforts, client research, projects, and pipeline activity
Client Service Analyst Examples
1
Client Service Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client service analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service analyst
- Supporting the business development professionals on distribution effort by being a primary contact for client service
- Interfacing with multiple departments to synthesize information
- Establishing, maintaining, and optimizing relationships within various groups within the organization
- Handling the Request for Proposal Processes ("RFPs") making sure that the company answers all inquiries in a timely, accurate, and scalable manner
- Ensuring clients and prospects can access information in a broad set of institutional and retail databases to make the firm commercially successful
- Updating and further enhancing marketing and product materials (Factsheets, Profiles, Marketing Deck)
- Maintaining integrity, quality, and timeliness of content in various websites
- Assisting in the company's client / prospect email communication and event coordination process
- Proactively anticipating regular key client requests and ensure timely coordination and completion
- Managing the CSG mailbox
Qualifications for client service analyst
- NASD Series 6 or7 & 63 and Series 65 or 66 preferred
- Interacting with the Supervisor to ensure the team continuously improves the overall efficiency of the department
- Monitoring workflow to ensure agreed Service Level Agreements are reached
- Addressing customer queries in a professional and timely manner
- Liaising with clients to ensure they are happy with the service provided and if there are any issues ensuring that they are escalated and resolved in a timely manner to the client’s satisfaction
- Monitoring risk, ensuring escalation to management if required
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Client Service Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client service analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client service analyst
- Strong Microsoft Office and Windows experience
- Money Transfer and / or Customer Service experience (beneficial)
- A comprehensive understanding of the Society for Worldwide Interbank Financial Telecommunication (S.W.I.F.T) (beneficial)
- A team player with an appreciation of customer focus and good quality service
- Able to work under pressure and handle multiple priorities
- Knowledgeable in financial services products (beneficial)
- Knowledgeable and aware of risk (beneficial)
- Experienced in on-boarding clients or network management (beneficial)
- Fluent in other European languages (beneficial)
- Ensuring clients and prospects can access information in a broad set of institutional and retail databases
Qualifications for client service analyst
- Updating and further enhancing marketing and product materials
- Maintaining integrity, quality, and timeliness of content on various websites
- Assisting in client/prospect email communication and event coordination process
- Proficient in Microsoft Office, Adobe Acrobat & Salesforce experience a plus
- Analyst is responsible for resolving trade differences, respond to client inquiries, liaise with Asset Services team, and respond to ad hoc requests
- Requires strong computer skills including ability to analyze data from various sources, interpret various data structures, mainframe and common PC based software packages including MS Access, Excel, Word, and PowerPoint
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Client Service Analyst Job Description
Job Description Example
Our innovative and growing company is looking for a client service analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service analyst
- Act as one of the main points of contact for high-net-worth, ultra-high-net-worth, and institutional client base
- Provide clients with a high level of consultative financial advice by using the full range of investment management products and services available at the Firm, including the development of asset allocations and portfolio recommendations using proprietary models
- Prepare and present client presentations illustrating results of customized analysis
- Keep current on macro-economic and product research to assist FA(s) with idea generation and monitoring of client accounts, portfolios, and investment strategies
- Produce customized performance analytics that aid in client reviews and the development of investment recommendations
- Participate alongside FA(s) in meetings with clients and prospects
- Build and expand relationships with client and prospects in part by leveraging Firm resources
- Navigate the Firm and become team’s primary contact with investment strategy, manager research, wealth advisory, performance reporting, and institutional equity/fixed income research
- Delegate and oversee various projects and functions to junior team members, including account opening and maintenance and various administrative support duties
- Over time you will be expected to be able to identify products and services that may benefit clients and improve overall relationship profitability
Qualifications for client service analyst
- Ideal candidate will be self-motivated, have excellent problem solving skills, and the ability to work efficiently
- 3 Years business to business customer service experience
- 2-yr degree or equivalent required
- **The position will be housed in the Brooklyn/Metrotech location supporting the New Jersey, Philadelphia and Mid-Atlantic markets***
- Conduct calls/visits with clients (health checks, training, relationship planning and review, analyst meetings)
- The position may require some traveling and short term assignments abroad on rare occassion
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Client Service Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client service analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service analyst
- Will set-up and participate in portfolio manager due diligence meetings
- Create and enhance reports to track and monitor department metrics and quality
- The CSR must report to the client account managers the status of all incident and queries reported on a regular basis and is a crucial partner of the account managers
- **Beginning in May 2017,The position will be housed in the New York location supporting the Long Island/Queens markets***
- Analyze sales and other data by using proprietary syndicated tool to develop custom reports for clients that will help them with key retail optimization strategies under the direction from Sr
- Develop data-driven recommendations to 3-5 different consumer packaged goods clients at a time
- Identify client business questions, conducting training sessions and deliver presentations to clients on usage of subscription data source
- Provide guidance and direction to a small, growing team of analysts, helping them meet client challenges and supporting their growing analytic capabilities
- Responds to client request, acts as liaison between client and internal areas, to manage customer escalations and requests
- Contributes to project status and strategic planning meetings coordinates client enrollment/benefit fairs and participates in client driven audits and reviews and leads client driven projects and requests
Qualifications for client service analyst
- The successful candidate will have a solid track record of demonstrating superior client service skills, strong verbal / written communication skills
- Bachelor’s degree required, Master’s degree or work toward a master’s preferred
- Minimum of 5 years of experience within the investment/asset management industry and have a solid understanding of the needs of the Sub-Advisory marketplace
- Should have solid background in equity, fixed income and alternatives investing
- Preference given to candidates with a CFA designation, or currently working toward a CFA designation
- This position requires a great deal of teamwork and the ability to communicate
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Client Service Analyst Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of client service 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 service analyst
- Act as a Coach/Mentor to tier 1 agents
- Provide daily performance feedback to the tier 1 agents contribute input to agents’ annual and semi-annual performance reviews
- Ensure best-in-class accurate and timely support when booking, reconciling and summarizing capital activity, and liaising across internal teams and external administrators
- Support all Investment Accounting activities related to our REIT Fund
- Work directly with Marketing, Accounting, Performance teams, Investment Centers, Sales & Service, both locally and globally
- Oversee project plans to ensure timely and accurate delivery for year-end processes such as PAs and annual pension statements adhoc projects
- Contributes to project status and participates in client driven audits and reviews and leads client driven projects and requests
- Assist in the analysis and research of mutual funds, primarily focused on fund performance and portfolio characteristics, such as attribution, holdings and sector weights
- Continuously maintain and update internal response database
- Compile information for institutional client reporting packages, including attribution, assets, holdings, performance and fund characteristics
Qualifications for client service analyst
- 3+ years of relevant experience in payments, ecommerce or mobile
- Individual needs to be capable of handling a large number of client relationships with a variety of needs
- Investment knowledge, initiative, creativity, and persistence are important in this role
- Work independently collaboratively within a team environment as the Client Service Analyst will work closely with National Accounts to implement the business plan around each client/prospect
- Manage new work requests, work order changes and provide technical advice where appropriate
- Identify process improvement opportunities and best practice sharing (time to market and quality)