Step into the role of Client Service Senior Associate and leverage your expertise in data literacy and reporting analytics to transform client relationships. This position offers the chance to lead initiatives that enhance client satisfaction and service through strategic data analysis and reporting. Join us in fostering a culture of trust and driving positive client experiences.

 

As a Client Service Senior Associate within the Client Onboarding and Service Team, you will be responsible for leveraging your data literacy and reporting analytics skills to manage client relationships and deliver exceptional service. Your role will involve analyzing data to identify trends, formulating strategies, and generating insightful reports to boost client satisfaction. You will also collaborate with stakeholders, spearhead communication initiatives, and contribute to the resilience of the business.

 

Job Responsibilities:

Utilize data literacy and reporting analytics to manage client relationships.Analyze data to identify trends and develop strategies for client satisfaction.Provide insightful reports to enhance client service and experience.Collaborate with stakeholders to resolve client issues and escalations.Lead communication efforts until resolution and manage a team.Contribute to business resiliency and develop talent.Foster a diverse culture and drive positive experiences.Lead transformation initiatives and build trust with stakeholders.Create effective processes and identify issues.Design solutions and quantify financial impacts.

Required qualifications, capabilities, and skills:

At least four years in leadership, showing professional presence and adaptability.Minimum three years in operations, portfolio management, accounting, technology, analytics, training, or process improvement, with client interaction exposure.Proven experience delivering high-quality presentations and reports.Strong communication, organization, and project management skills.Intermediate to advanced proficiency in MS Office tools (Excel, PowerPoint), Alteryx, and SharePoint

Preferred qualifications, capabilities, and skills:

Experience with Treasury Products and Financial Accounts.Strong conceptual thinking abilities.Exceptional analytical and problem-solving skills.Ability to manage competing priorities and work under pressure.Experience in leading client transformation initiatives for operational efficiencies.