Client Services Analyst Job Description
Client services analyst
provides system subject matter expertise and utilize SQL, Excel, Pivot Tables, and Postman programs for database management reporting around the enterprise portal.
Client Services Analyst Duties & Responsibilities
To write an effective client services analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included client services analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Must have an understanding of accounting principles and financial reporting, auditing experience in private equity
Central point of contact for Sales, Trading, Operations and external client queries regarding the front-to-back Indicative Client Valuations process
Act as primary liaison between Sales, Trading, Clients, and Operations regarding the valuations process across the EMEA region
Provide governance over the front-to-back Indicative Client Valuations process
Working closely with Sales & Trading to develop a valuations function in line with commercial imperatives
Manage the process for regional new Client statement requests and Client challenges for the EMEA and US regions and see that they are dealt with in a timely manner
Publish MIS reporting for Trading/Sales and CVSG supervisors, used for the supervisory review of the valuations process
Organized and efficient at multi-tasking, with the ability to work under tight guidelines, in a very high-paced environment
Ensure a proper Client Valuations Services Group (CVSG) control and support model is established for regional coverage
Publish Management Information (MIs) reporting used for the supervisory review of the valuation process
Client Services Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Services Analyst
List any licenses or certifications required by the position: MCP, CNE, MCSE, CCTS, CBAP, CCBA, OS, UNIX, ITIL, CFA
Education for Client Services Analyst
Typically a job would require a certain level of education.
Employers hiring for the client services analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Finance, Business, Computer Science, Education, Accounting, Technical, Economics, Math, Engineering, Management
Skills for Client Services Analyst
Desired skills for client services analyst include:
SQL
Services and systems
GAAP
Pivot Tables
Ribbon Utilization
SUMIF
Group products
Affiliate Marketing
Accounting
Derivatives
Desired experience for client services analyst includes:
Create custom slides for meetings with clients
Update and enhance documentation on the application, training handouts, procedures
Support the Client Services Trust Officer in overseeing day-to-day responsibilities of the unit by overseeing and supervising work and tasks performed by Client Services Trust Analysts including the approval of transactions prepared by Client Services Trust Analysts as needed
Provide second level expert business support to the EIM Client Services team for technical issues
Obtain, define and document business requirements to guide technical work
Perform data analysis to confirm and elaborate problem determination
Client Services Analyst Examples
1
Client Services Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of client services 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 services analyst
- Mentor EIM Client Service staff on including appropriate business priorities in upgrades and communication
- Create/enhance Client Services and Support processes, reporting scripts and process documentation where required
- Ensure a proper CVSG (Client Valuations Services Group) control and support model is established for regional coverage
- Define and deliver key deliverables within the Client Valuations project
- Develops and monitors remediation plans
- Manage the day-to-day business relationship with internal and external clients, providing a primary point of contact on daily campaign performance and expert knowledge of platform features and capabilities to promote increased adoption and loyalty of usage
- Load key investor subscription documents into document management system
- Act as primary liaison between Sales, Trading, and external Clients on queries regarding indicative client valuations
- Work with trading to understand pricing methodologies, including pricing assumptions used in the models
- Manage and respond to client questions as they relate to their valuation statements
Qualifications for client services analyst
- Proficiency working with reporting and business intelligence tools
- Exposure to commonly-used statistical programming platform
- Demonstrated ability to participate in projects/solutions teams
- S trong communicator (in written and verbal form)
- Strong work ethic and the ability to quickly build credibility and gain confidence of others
- Self starter with ability to work to deadlines
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Client Services Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client services analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services analyst
- Perform reconciliations across inventory, collateral and client prices to ensure consistency in pricing, highlight differences, and document resolution, above an acceptable threshold
- Manage key deliverables with CVSG management, Sales and Trading to develop a valuations function in line with commercial imperatives other adhoc projects
- Work with team members in NY, Raleigh, and EMEA to ensure a proper and consistent coordination and support model is maintained for regional coverage
- Produce and publish MIS reporting used for the supervisory review of the valuation process
- Coordinate the intake of new requests and ensure accurate and timely assignment of incoming requests
- Support reporting and ad-hoc requests for real estate joint ventures and separately managed accounts
- Prepare and/or review necessary documentation and liaise with internal and external business partners to process capital calls, distributions, subscriptions and redemptions for non-registered funds across real asset and real estate sectors
- Continually analyze industry and category trends and market activities
- Use basic analysis techniques to troubleshoot and resolve incidents assisting in performing root cause analysis on problems
- Take direction from Client Service Supervisor
Qualifications for client services analyst
- College degree, preferably in Finance or Business
- As required, calculate benefits (termination of employment, retirement, death, ) and prepare event statements in a timely and accurate manner
- Proficient with standard MS skill set
- Act as a contact for system issue resolution for PartnerConnect and TVM - client Production Support including scheduled rotation for non-business hour On-call coverage
- Partnership and communication and with internal partners for issue resolution on High priority/severity items
- Assist in client impact assessment
3
Client Services Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of client services 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 services analyst
- Delivery of Client Notifications and Updates
- Participate in issue research to assist Application Support
- Participate in Production Release Check Out
- Assist in maintaining Platform System Administration
- Assist in transactional Product/Service Issue resolution
- Assist in other Client Services to support Client Engagement Managers and Vendor Manager
- Requirements/Design research
- Collaborating with internal groups to define process requirements for projects
- Interpreting project specifications and utilizing the most effective approach to produce the desired results accurately and efficiently
- Entering or altering program logic to start production process or equivalent actions dependent on computing environment used
Qualifications for client services analyst
- Validates and standardizes data values that have variations and misspellings, correcting them to standard values
- Perform data investigations to research and resolve data issues from internal & external customers
- Act as an ongoing subject matter expert and support the Client Services Processing units as needed with technical, project, and processing tasks
- Act as a resource for other divisions and departments within Client Services for all processing functions in OmniPlus, peripheral systems and support
- Act as backup liaison between processing units and IT, troubleshooting and reporting production issues
- Serve as backup to cross train analysts and other staff of Technical Administration Services team
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Client Services Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of client services 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 services analyst
- Deliver timely and accurate book of record accounting data and financial statements
- Act as the first point of contact for FIS APT clients
- Manage incidents, provide technical assistance and handle escalations
- Ensure best practices are followed and FIS standards are adhered to
- Identifying areas of improvement and driving modification of processes end to end
- Gain an in depth knowledge of the products and the detailed business workflow of clients
- Work alongside the local Client Services Executives, Sales Account Managers and other support teams globally
- Act as a senior point of client escalation
- Demonstrate solid understanding of the clients’ business and operations models
- Produce Vision and Scope documentation, reflecting high level requirement for project requests
Qualifications for client services analyst
- Minimum of 2 years of work experience in a corporate environment required
- Strong Quantitative knowledge, Financial markets, Market Risk knowledge
- Strong numerical skills with understanding of statistics and ability to work with analytics
- Previous experience in a market risk product is an advantage
- Familiarity with Excel VBA desirable
- MBA (Finance) preferred ideally with an engineering background
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Client Services Analyst Job Description
Job Description Example
Our company is hiring for a client services 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 services analyst
- Complete client service requests in compliance with contractual SLAs
- Prepare and distribute required reporting according to established client schedules
- Ability to accurately and efficiently follow more complex assigned QA test plans including expected results
- Provide client support for Stream Suite of Products daytime production support calls
- Interface with other internal departments to obtain answers and support clients
- Create and update internal and external system and procedural documentation
- Monitor an IBM Mainframe system, production workflow and ABEND situations' ensuring daily production workflow is executed correctly and service levels are met
- Monitor all servlets related to Web Banking
- Monitor AHOC Mainframe and AHOC Image Archive system
- Manipulate production to accommodate unusual/special requirements or to compensate for lost time due to hardware/software malfunctions
Qualifications for client services analyst
- Ability to multi task and liaise with multiple internal and external stakeholders
- Ability and desire to work in a team-centred environment, whilst possessing the confidence to work individually
- A high level of competence with IT
- Knowledge of FX Cash, Options and NDF products
- Previous EFX client service experience
- Knowledge of 3rd party EFX trading systems such as FXALL, Bloomberg and 360T