Client Services Analyst

Client Services Analyst

Join a leading global bank with a rich history of innovation and client service excellence. The organization operates across multiple regions, providing cutting-edge financial solutions to a diverse clientele.

Our client is seeking a talented Client Service Analyst to join a dynamic team. In this pivotal role, you will be responsible for providing exceptional client support, addressing inquiries, and ensuring a seamless customer experience. You will manage a portfolio of high-profile global clients, facilitating trade lifecycle processing, cash and collateral management, and client service reviews.

Key Responsibilities:

• Manage a portfolio of high-profile global clients across various financial products
• Oversee trade lifecycle, cash and collateral, static and FX processing
• Conduct regular client service reviews and ensure timely resolution of queries
• Analyze client portfolios, identify root causes, and implement preventive measures
• Collaborate with internal teams to optimize client experiences and processes
• Provide clear and concise updates to clients regarding market events and operational matters
• Perform monthly reports and analysis to enhance client performance and efficiency
• Participate in documentation, testing, and implementation of new processes and systems
• Stay updated with relevant product, regulatory, and policy environments

Qualifications:

• Substantial experience in a similar client service role within the financial industry
• Proven project management and organizational skills to prioritize multiple tasks
• Demonstrated self-reliance, accountability, and risk management abilities
• Excellent written and verbal communication skills with the ability to influence stakeholders
• Strong investigative and analytical skills with attention to detail
• Commitment to delivering exceptional customer service and building client relationships
• Bachelor's degree or equivalent experience in a relevant field

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.