Client Data Specialist - Operations Analyst

Job Description

The Client Account Services (CAS) team manages and supports the delivery of a global strategy across Investor Services products for Client Documentation, Accounts, and Entitlements. We manage and track in-flight remediation projects, highlight risks/barriers, define project roles, define roles/responsibilities and milestones, manage governance for in-flight remediation, and track deliverables to ensure successful remediation.

 Client Account Services is…

A global business-aligned team that is instrumental in putting the client front and center throughout our cohesive and consistent model  

An organization that enables thought leadership and a team who are risk-aware, flexible, empowered, and feel accountable to drive best in class service  

Driving to be best in class through transformational change and technology innovation

Overview

The analyst in the capacity of an individual contributor will be responsible for supporting clients on request processing related to access, inquiry & escalation management, preparing reports, etc. Additionally, they are expected to contribute to a wider team, provide regular progress updates, maintain an understanding of client requirements/documentation, approach their work with a control mindset, and demonstrate an understanding/application of policies and procedures.

Credentials

• Have strong verbal and written communication skills  
• Good team player and self-motivated  
• Strong analytical skills  
• Desire to work in a fast-paced environment with multiple deliverables  
• Proven skills in time management, organization, and attention to detail  
• Proficiency in Microsoft Office suite of applications  
• Preferred experience with new-age tools like Alteryx, Tableau, Xceptor, etc.

About the Team

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets, and securities services. The world’s most important corporations, governments, and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.