Client Services Analyst in Middle Office operations processing share transfers and trades while collaborating with clients and internal teams. Ensuring accurate transaction handling and system improvements in a hybrid role.
Responsibilities
collaborating with Directors and the operations team to take on deal management responsibilities
onboarding of new deals and clients on our designated platform
preparing the deal specific consents and sending out notices
tabulating and reporting results of consent solicitations accurately
engaging with various stakeholders in relation to clients' Know Your Customer (KYC) processes
process shares transfers, issue monthly statements to clients, and handle billing accordingly
respond to client emails and queries clearly, professionally, and in a timely manner
keep clients informed and updated on the progress of their requests
quickly learn new systems, including our internal platform
support system testing and updates
suggest improvements to internal processes and tools to help the team work more efficiently
assist in creating and improving reports and contribute new ideas to enhance reporting and data analysis.
Requirements
background in Middle Office or Client Services within financial services
excellent written communication skills
strong attention to detail
quick learner, able to adapt to new systems and processes
proficient in Excel and confident working with data
team player with a proactive and solution-oriented approach.
Manager in automotive consulting overseeing projects, leading teams, and supporting clients in Southeast Asia's automotive transformation. Focused on strategy and execution in a rapidly changing industry.
Client Support Executive providing customer support for Kainos' Smart™ applications. Analyzing customer needs and assisting with onboarding and continuous improvement of services offered.
Senior Client Service Manager at Pulse Advertising GmbH responsible for managing client relationships, creating sales pitches and driving growth in digital space.
Analyst in Data and Client Services handling client data and ensuring compliance with regulations. Processing onboarding data and managing client accounts in a hybrid work environment.
Client Services Coordinator ensuring customer service excellence in operations and reporting. Working within a diverse team at Alfred H Knight in Johor, Malaysia.
Program Lead responsible for delivering engagement programs and shaping culture across Client Services at Bank of America. Collaborating with leadership to drive connection, inclusion, and team effectiveness.
Tax Partner at EisnerAmper providing compliance and consulting services to high net - worth individuals and family offices. Leading engagements and mentoring staff in a prominent accounting firm.
Tax Manager at EisnerAmper responsible for supervising associates and reviewing tax compliance. Join a fast - growing accounting firm with a culture of professional development and client relationships.