What are the responsibilities and job description for the Client Lifecycle Management Analyst- NYC position at Georgia IT, Inc.?
Client Lifecycle Management Analyst
Location : NYC -Onsite
Duration : 6 months
Job description :
WORK EXPERIENCE : 3-5 years - Experience in financial services preferably in a client-facing operations role
Description : The Client Lifecycle Management Analyst contributes to the overall success of the Onboarding team ensuring by managing a specific pipeline of New to Bank on-boardings and customer refreshes in support of the team's business strategies and objectives. This individual ensures all activities conducted follow governing regulations, internal policies, and procedures of Client's group .
RESPONSIBILITY STATEMENTS
- ssists the department manager to create and drive solutions.
- Communicate status to internal and external parties on a regular basis.
- Completes assigned tasks in an organized manner to ensure project deadlines.
- Conducts proactive outreach to ensure customer success during their first-month post-live.
- Enhances customer satisfaction by providing distinctive service in all interactions.
- Establishes a trusted advisor relationship to ensure customer satisfaction.
- Gathers, analyzes, and processes client data during data migrations.
- Identifies and escalates issues with the processes.
- Masters the product through a formal onboarding program and continued learning.
- Partners with Sales and Services teams to define ongoing best practices for onboarding tasks.
- Provides timely responses to customer inquiries via phone and email.
- Works in a team environment and partners with the Onboarding Manager.
QUALIFICATIONS
SKILLS AND ABILITIES
