Client Service Analyst /Banking Operations, Financial Services
other jobs Pontoon
Added before 2 hours
- England,North West,Greater Manchester
- Full Time, Contract
- Salary negotiable
Job Description:
Client Service Analyst /Banking operations - Financial Services
12 months
Manchester based
Hybrid - 4 days to be in the in the office p/w
One of our large clients is currently looking for an experienced client service person ideally with financial/banking experience
*Serves as a key daily contact person for Global Collateral Clients - represents the firm directly and is a main contributor to client satisfaction and perception
* Continually evaluates client needs across a broad spectrum of topics and proactively drives client engagement - receives client feedback and is therefore a key escalation point.
* Lead person for the instruction and management of client operational and administrative setup, particularly during client onboarding.
* Proactively identifies and researches client issues in order to provide resolution, and a key contributor to client service health measurement.
* Collaborates with Account Manager and Relationship Manager colleagues to share best practice, seek and provide support, and improve processes.
* Informs and trains the client on the availability and use of systems and products as appropriate.
* Tracks and reports on client needs and requests for assigned client portfolio. Contributes to the development of team/unit metrics, dashboards and roadmaps.
* Contributes knowledge (both internal technical knowledge, and client knowledge) to internal initiatives to improve systems, products, and processes.
Experience
Banking/Financial services -would be preferred
Client service or processing background experience
Confident to speak with clients
Support with Client forms, account opening
Proactive person, able to think ahead
Attention to detail
12 months
Manchester based
Hybrid - 4 days to be in the in the office p/w
One of our large clients is currently looking for an experienced client service person ideally with financial/banking experience
*Serves as a key daily contact person for Global Collateral Clients - represents the firm directly and is a main contributor to client satisfaction and perception
* Continually evaluates client needs across a broad spectrum of topics and proactively drives client engagement - receives client feedback and is therefore a key escalation point.
* Lead person for the instruction and management of client operational and administrative setup, particularly during client onboarding.
* Proactively identifies and researches client issues in order to provide resolution, and a key contributor to client service health measurement.
* Collaborates with Account Manager and Relationship Manager colleagues to share best practice, seek and provide support, and improve processes.
* Informs and trains the client on the availability and use of systems and products as appropriate.
* Tracks and reports on client needs and requests for assigned client portfolio. Contributes to the development of team/unit metrics, dashboards and roadmaps.
* Contributes knowledge (both internal technical knowledge, and client knowledge) to internal initiatives to improve systems, products, and processes.
Experience
Banking/Financial services -would be preferred
Client service or processing background experience
Confident to speak with clients
Support with Client forms, account opening
Proactive person, able to think ahead
Attention to detail
Job number 3673941
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Company Details:
Pontoon
At Pontoon, we go beyond the traditional to build future-fit workforces for our clients. Backed by the Adecco Group, Pontoon is the preferred architec...