DirecciónAs a Client Service Analyst, you will be responsible for various customer service and relationship management activities, as well as operational controls for an assigned portfolio of clients. In this role, you will serve as the primary point of service contact for each client within your assigned portfolio. The assigned client portfolio may be comprised of complex derivatives products such as FX, IRS, and CDS.
Core functional responsibilities and expectations include, but are not limited to, the following:
- Understand client issues, be responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the ownership of the portfolio.
- Resolve issues by identifying underlying or hidden problems and patterns.
- Build knowledge of derivatives products and services.
- Serve as a liaison between the Client Account Managers, Operations, Implementation, Onboarding, Risk, and technology to provide the best service to the client, your department, and the firm.
- Identify and control risk to prevent fraudulent account behaviour and potential fraud exposure.
- Prioritize daily workload to maximize productivity utilizing time management and organizational skills.
- Follow all established policies, procedures, and practices.
- Project a confident and professional presence to our clients and stakeholders.
- Desire to exceed client expectations.
- Work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner.
Experience:
- Excellent English communication skills both written and verbal.
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product, or technical knowledge.
- Highly organized with ability to manage competing priorities.
- Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
Required Experience:
- College degree preferred, or equivalent work experience.
- Preferred minimum of one to three years of customer service, operations, sales, or portfolio management experience, preferably with work experience primarily in banking or the financial service industry.
- Proficient PC skills including Word, Excel, and PowerPoint.
- Tableau and Alteryx knowledge is a plus.
