Client Analyst Job Description
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:
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:
Desired experience for client analyst includes:
Client Analyst Examples
Client Analyst Job Description
- 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
- 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
Client Analyst Job Description
- 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
- 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
Client Analyst Job Description
- 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
- 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
Client Analyst Job Description
- 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
- 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
Client Analyst Job Description
- 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
- 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