Job Summary: 

• Clarifies report needs with requestors to understand the purpose and content of requested reports, utilizes systems to create routine reports to meet user needs
• Audits and analyzes data to verify quality and data integrity.
• Points out and researches data anomalies.
• Develop, test, and implement new dashboard reports as part of the ongoing business intelligence effort.
• Meets user deadlines for ad hoc reports and other requested information.
• Learns new technologies and systems to advance knowledge of reporting and analysis.
• Uses skills to enhance department process flow and improve results and outcomes.
• Builds relationships with internal clients and managers and ensures good working inter-department relationships.
• Act as a consultant in client meetings to support the Marketing team.
• Completes daily/weekly/monthly reporting assignments and strives for accuracy
• Works independently and with little supervision
• Seeks guidance from manager to clarify assignments or requests, ask questions, or seek additional information.

Skills on Resume: 

• Report Generation (Hard Skills)
• Data Audit and Analysis (Hard Skills)
• Dashboard Development (Hard Skills)
• Adherence to Deadlines (Hard Skills)
• Continuous Learning (Hard Skills)
• Process Improvement (Hard Skills)
• Stakeholder Relationship Management (Soft Skills)
• Consultative Support (Soft Skills)

Job Summary: 

• Researches, analyzes data and supports in business discussions.
• Takes responsibility for the quality of service delivered to clients, ensuring clients obtain maximum value from products and services.
• Answers client queries and collaborates with production to get data in client-desired formats.
• May lead projects between business and client teams
• Develop translatable client action plans with internal teams (i.e. responsibilities, timeframes, and resources)
• Provide in-depth training in databases and products, and assist with pricing products
• Researches, analyzes and responds to routine client inquiries.
• Ensures the contract fulfillment to specifications of basic and routine reports for defined customers.
• Review client data requirements with the appropriate internal resources to ensure that basic product deliverables meet the customer's specifications, including timeliness and quality.
• Follows IQVIA data verification protocols.
• Provides support to the team for client service meetings at customer sites.
• Serves as a resource to Analysts, Reporting and provides information and training

Skills on Resume: 

• Data Analysis and Research (Hard Skills)
• Client Relationship Management (Soft Skills)
• Project Leadership (Soft Skills)
• Strategic Planning (Hard Skills)
• Training and Development (Hard Skills)
• Client Communication (Soft Skills)
• Quality Assurance (Hard Skills)
• Team Support and Collaboration (Soft Skills)

Job Summary: 

• Manage client’s requests, cash payment transaction-related inquiries, e-banking troubleshooting, supporting documents
• Coordinates with the back office team for transaction investigation, urgent payments and incoming collections
• Support for e-banking and systems integrations with clients’ ERP and host-to-host connectivity
• Provide comprehensive customer/user training and proactively solve problems
• Act as a single point of contact of the NCA process to support Client Officer/RM on KYC requirement clarification, and help in obtaining documents/information to complete due diligence.
• Liaises with customers on documentation that covers e-banking and other service-level documentation
• Works closely with Implementation, Product, Legal and Compliance on procedures/workflow, new regulatory requirements concerning documentation and services
• Conducts client survey, error tracking & reporting, complaint, turnaround time tracking & reporting, follows up on issues, identifies opportunities for service improvement
• Contributes to continuous improvement activities leading to operational efficiencies
• Participate in the projects and initiatives implemented by Relationship & Transactions Management (RTM)
• Esureg client documentation includes all information necessary to open an account.
• Prioritizes and manages multiple tasks to meet deadlines

Skills on Resume: 

• Client Relationship Management (Hard Skills)
• Technical Support (Hard Skills)
• Training and Problem Solving (Hard Skills)
• KYC and Regulatory Compliance (Hard Skills)
• Documentation Management (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Service Improvement (Soft Skills)
• Project Participation (Soft Skills)

Job Summary: 

• Involvement in all aspects of day-to-day relationship management with current corporate clients.
• Responsible for providing best-in-class operations.
• Build internal and external relationships to help drive client efficiency.
• Identify system and process improvements and raise these for consideration.
• Build in-depth knowledge of various business and specialist areas such as Banking & Payments.
• Managing the workflow for all allocated cases
• Reviewing information and documentation provided by clients during onboarding, ongoing reviews, and via basic amendments
• Conducting Financial Crime risk assessments to accurately document the risk profile of each relationship
• Ensuring that a detailed Source of Wealth and Funds rationale is held for each relationship
• Corroborating this information using public sources or documentation obtained directly from the Client
• Undertaking adverse media searches to identify potential high-risk factors
• Reviewing the tax documentation provided by the client
• Ensuring consistency with the standards and procedures

Skills on Resume: 

• Client Relationship Management (Hard Skills)
• Operational Excellence (Hard Skills)
• Relationship Building (Soft Skills)
• Process Improvement (Hard Skills)
• Subject Matter Expertise (Hard Skills)
• Workflow Management (Hard Skills)
• Risk Assessment and Compliance (Hard Skills)
• Documentation and Compliance (Hard Skills)

Job Summary: 

• Prepare internal management reporting based on data reconciled with Financial Accounting and in full adherence with the Group and CIB methodologies for ITO & Functions
• Perform expense analysis and provide comments on actuals (vs. budget, vs. N-1 actuals, vs. business plan, etc.) for ITO & Functions
• Analyze the costs and allocation keys of ITO & Functions in comparison with the budget and with previous periods, helping to justify the allocated cost to the business heads
• Investigate possible issues with cost recognition
• Prepare and conduct monthly meetings with ITO & Functions business managers
• Ensure complete and adequate controls on Management reporting production process and related documentation
• Define controls required on internal management reporting so that issues are detected, analyzed, and resolved with both corrective and preventive actions defined
• Contribute to the preparation of budgets and forecasts for ITO & Functions:
• Working closely with local heads as well as Finance teams to collect, review, and analyze all budget and forecast data (e.g. direct expenses, headcount movements, allocated expenses, etc.)
• Supporting the data collection process into Finance systems and preparing a budget presentation for the regional and HO Management
• Prepare ad hoc simulations and analysis to support ITO & Functions throughout the budget and forecast process
• Help consolidate, maintain and report official budget/forecast numbers to the Regional Management and HO
• Contribute to the preparation of the Strategic Plans

Skills on Resume: 

• Financial Analysis (Hard Skills)
• Cost Analysis and Allocation (Hard Skills)
• Management Reporting (Hard Skills)
• Budgeting and Forecasting (Hard Skills)
• Control and Compliance (Hard Skills)
• Meeting Facilitation (Soft Skills)
• Problem Solving and Issue Investigation (Hard Skills)
• Ad Hoc Analysis and Simulation (Hard Skills)

Job Summary: 

• Respond to ad hoc requests for information, presentations, or analysis from the clients, ensuring the timely and efficient resolution of their questions
• Support the North American department heads in their daily operation and development plans by providing them with the means to make informed business decisions to effectively achieve their strategic goals
• Provide key financial indicators
• Support financial modeling and strategic planning, including future-looking analysis such as forecast, business plan preparation, etc.
• Assist in identifying process improvements in production, control procedures, and workflow organization to increase the team’s efficiency and effectiveness.
• Ensure adequacy of available piloting tools offered to Businesses/ Functions/Territory management
• Ensure all the information necessary to offboard a client effectively has been provided.
• Ensure that the end-to-end process is completed successfully.
• Point of contact for all MPS client-related queries and issues.
• Liaise with BM colleagues and third-party (outsourcing) service providers to resolve any issues that may arise.
• Liaise to transfer assets (both stock and cash) to/ from the client and/ or their counterparty effectively and promptly.

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Strategic Support (Hard Skills)
• Financial Analysis and Reporting (Hard Skills)
• Process Improvement (Hard Skills)
• Tool Management (Hard Skills)
• Client Offboarding (Hard Skills)
• Client Query Resolution (Soft Skills)
• Vendor and Stakeholder Management (Soft Skills)

Job Summary: 

• Establish and build positive client relationships with defined clients, understanding their requirements in terms of data and services
• Act as dedicated point of contact to clients delivering expertise on all GMI Solutions.
• Ensure all contracted services are delivered to a high standard and look for opportunities to expand usage (ex. access to subscribed offerings)
• Conduct client training on all aspects of Global Market Insights Solutions (MIDAS and Syndicated Offerings data and systems)
• Manage, produce and deliver regular or ad-hoc client reports/database
• Manage and resolve client queries using an in-depth understanding of the GMI Solutions and client portfolio
• Provide additional insight and interpretation of the data to enable appropriate resolution of business questions and/or issues.
• Conduct regular client meetings and service reviews to gain insights into client needs
• Collaborate across different IQVIA functions and geographies
• Upskill knowledge on new offerings or new offering developments
• Conduct internal training on GMI solutions

Skills on Resume: 

• Client Relationship Management (Hard Skills)
• Expertise in GMI Solutions (Hard Skills)
• Service Delivery Management (Hard Skills)
• Client Training (Hard Skills)
• Reporting and Database Management (Hard Skills)
• Problem Resolution (Hard Skills)
• Data Interpretation and Insight (Hard Skills)
• Client Meetings and Service Reviews (Hard Skills)

Job Summary: 

• Provide world-class service experience to the global institutional clients via text and voice
• Demonstrate active listening to ensure the clients feel heard and understood and that appropriate actions are being taken.
• Proactively engage clients to sensitively gather more details about what may have been an unpleasant experience.
• Understand the critical nature of the cases that be handled, can exercise risk mitigation to deescalate fraught conversations in real-time
• Assess client satisfaction and extract key business needs/issues to inform future renewal and churn risk.
• Flag risks and opportunities.
• Identify opportunities to expand usage, and risks if usage is low
• Support GMI Service objectives (stakeholder mapping, inclusion service packs, etc.)
• Responsible for maintaining and growing revenue from existing services.
• Be a first point of contact for any queries from both front office BMG colleagues and SS&C questions with respect to all investment management and funds operational-related processes

Skills on Resume: 

• Customer Service Excellence (Soft Skills)
• Active Listening (Soft Skills)
• Proactive Engagement (Soft Skills)
• Risk Mitigation and De-escalation (Soft Skills)
• Client Satisfaction Assessment (Hard Skills)
• Risk and Opportunity Identification (Hard Skills)
• Support Service Objectives (Hard Skills)
• Revenue Growth and Maintenance (Hard Skills)

Job Summary: 

• Collaborate with internal and external groups to define process requirements for the project.
• Interpret orders and select appropriate tools to process orders accurately and efficiently.
• Enter JCL/program logic into the computer to start the production process or equivalent actions depending on the computing environment used.
• May enter SQL scripts into the computer to fulfill orders.
• Monitor the accuracy and completeness of all assigned jobs.
• Troubleshooting and implementing necessary program changes, updates, or additions.
• Communicate status with team members, end-users and clients within client expectations.
• Process multiple projects at the same and prioritize accordingly.
• Demonstrates flexibility in areas such as job duties and schedule to aid in better serving the customer’s business and operational goals.
• Support team members and participate in team activities to help build a high-performance team.
• Take ownership of raised cases across the critical line of business, and efficiently drive requests to closure without compromising to customer satisfaction.
• Align with the Institutional Coverage team regularly to discuss insights, optimize strategy and share customer feedback across functions.

Skills on Resume: 

• Process Requirements Definition (Hard Skills)
• Order Interpretation and Tool Selection (Hard Skills)
• JCL/Program Logic Entry (Hard Skills)
• SQL Script Execution (Hard Skills)
• Job Monitoring and Quality Control (Hard Skills)
• Troubleshooting and Program Maintenance (Hard Skills)
• Communication Skills (Soft Skills)
• Project Management and Prioritization (Soft Skills)

Job Summary: 

• Manage Client expectations, respond to inquiries, isolate problems, troubleshoot issues, implement solutions, and assess Client requirements with accuracy.
• Regularly initiate and lead cross-collaboration between several internal partners and clients
• Performs daily operation-specific duties that directly relate to the Client’s products and/or services provided.
• Communicates with clients strategically and diligently to protect the RxSense brand while satisfying client needs
• Respond to all electronic, phone, facsimile, or letter inquiries from the Client within agreed-up SLAs.
• Work effectively with colleagues from other RxSense operations to address and resolve issues and improve customer satisfaction.
• Resolves or appropriately escalates customer service issues in conjunction with operations (claims, service, and systems).
• Set work priorities without supervisor assistance and work independently on a team.
• Regularly attends and actively participates in company meetings 
• Exhibits compliant and ethical behavior in the performance of job responsibilities, including complying with all applicable federal and state laws and regulations,
• Assists efforts to continuously improve by assuming responsibility for identifying and bringing to the attention of responsible entities operations problems and/or inefficiencies.
• Develops strong internal relationships and contacts within the company that are supportive of the achievement of customer service requirements including attainment of performance guarantees and minimization of performance penalty expense.

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Problem Solving and Troubleshooting (Hard Skills)
• Cross-collaboration (Soft Skills)
• Operational Efficiency (Hard Skills)
• Communication Skills (Soft Skills)
• Escalation Management (Hard Skills)
• Independent Work (Hard Skills)
• Continuous Improvement (Soft Skills)

Job Summary: 

• Take up end-to-end ownership/accountability of the production activities related to Client valuation reporting.
• Work as a team to ensure the production objectives are met smoothly.
• Timely response to client emails as well as updates on pending issues to both client/ and internal stakeholders.
• Professionally communicate (Emails and phone calls) with clients/onshore/FO/MO/BO & all other relevant stakeholders.
• Ensure that client confidentiality is not breached in any case by supplying incorrect information.
• Make sure that procedure sets are followed in daily valuation report processing.
• Work with a variety of internal and external clients to resolve issues, implement process improvements and support strategic initiatives in the team.
• Set up and provide MTM valuation reports to the various clients located globally.
• Chasing sales and traders on the new product traded and the valuation and getting the valuation for the same.
• Monitor product events/trade mismatches and take the necessary steps on publishing and unpublishing the product in client reports.
• Use a variety of valuation and reporting systems.
• Ensure that client confidentiality is not breached in any case by supplying incorrect information.
• Be able to meet all the set KPIs and ensure there is no miss.

Skills on Resume: 

• Client Communication (Soft Skills)
• Team Collaboration (Soft Skills)
• Client Service Orientation (Soft Skills)
• Adherence to Procedures (Hard Skills)
• MTM Valuation Reporting (Hard Skills)
• Problem Solving and Initiative (Soft Skills)
• System Proficiency (Hard Skills)
• Performance Management (Hard Skills)

Job Summary: 

• Provide technical Customer support for the legacy Lightning application via phone or e-mail to the existing customer base.
• Work closely with the migration team converting clients to the next-generation platform.
• Assist with the technical administration and execution of new user implementations.
• Assist in the design and specifications of system enhancements.
• Assist with QA testing of new releases for both applications.
• Update and enhance documentation on the applications, training handouts, procedures, etc.
• Develop and maintain an understanding of securities and investment accounting best practices to use in coaching the clients to successfully utilize the software and services.
• Develop detailed knowledge of client companies – decision-makers, influencers, types of business units, and invested assets.
• Leverage this knowledge to strengthen and grow relationships with clients.
• Track multiple deadlines, multi-task, and prioritize across several clients and internal demands.
• Achieve department goals in the areas of client satisfaction, revenue opportunity identification, and other established performance metrics.

Skills on Resume: 

• Technical Customer Support (Hard Skills)
• Migration Support (Hard Skills)
• User Implementation (Hard Skills)
• System Enhancement Design (Hard Skills)
• Quality Assurance Testing (Hard Skills)
• Documentation Management (Hard Skills)
• Knowledge of Securities and Investment Accounting (Hard Skills)
• Client Relationship Management (Soft Skills)

Job Summary: 

• Manage client queries to strict deadlines and assist in client communication.
• Analyze and resolve issues promptly and develop process improvements to enhance service.
• Work in compliance with Banking Circle policies and procedures.
• Maintain a client-focused work ethic in line with Banking Circle values.
• Build a positive and productive relationship with Clients.
• Escalation to management on complex client issues and solutions.
• Drive the continuous improvement agenda within the department.
• Delivery against the contractual SLA performance with the client about fraud, losses, rule performance, and customer interruption levels.
• Developing the Strategy Analysts during PSD2.
• Optimize the management of the following tools: CardGuard, Authorisation Decision Strategy (ADSII), 3dsecure risk management tools (CA & RSA), and TA Web.
• Delivery against the overall team vision of minimizing the total cost of fraud for clients.
• Representing TMS as the face of fraud strategy in all client-facing meetings – this includes providing exec-level updates and presentations as part of the client management responsibility.

Skills on Resume: 

• Client Communication Management (Hard Skills)
• Problem-solving and Process Improvement (Hard Skills)
• Compliance Adherence (Hard Skills)
• Client Relationship Management (Soft Skills)
• Complex Issue Escalation (Hard Skills)
• Continuous Improvement (Soft Skills)
• SLA Management (Hard Skills)
• Tool Optimization and Strategy Development (Hard Skills)

Job Summary: 

• Oversees and coordinates all aspects of Client Service Delivery Management w.r.t. Contractual Services.
• Effectively manages 4-6 clients.
• Demonstrates an intermediate level of all ZEMA Suite Modules, e.g. how to build a curve.
• Prepares and delivers regularly scheduled service delivery reporting, as agreed with the client and contractually.
• Oversees critical task management during the onboarding of Managed and Hosted clients, from the initial implementation/project stage to the live operational environment
• Initiates and oversees the Decommissioning of clients.
• Hosts scheduled service delivery review meetings with the clients, showing active issue progress, reviewing SLA performance, and reviewing overall performance to improve the trends.
• Oversees the open tickets and provides support to help meet the SLAs and escalate
• Understand the client's business use case of ZEMA and can make recommendations for improvements and identify/create upsell opportunities. 
• Monitors and advises clients on best practices of contracted ZE services.
• Collaborates with the clients in support of their progress of user adoption and roadmap of where they like to be in 3 months, 6 months, 1 year, etc. 
• Assists Business Services in creating a roadmap of ZE products and services.
• Collaborates with internal teams as customer advocate and liaison, articulating outstanding issues and ensuring solutions to client issues are met as per the SLAs.

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Account Management (Hard Skills)
• ZEMA Suite Expertise (Hard Skills)
• Reporting and Communication (Hard Skills)
• Project Management (Hard Skills)
• SLA Management (Hard Skills)
• Problem Solving and Escalation Management (Hard Skills)
• Consultative Approach (Soft Skills)

Job Summary: 

• Sets client's expectations and manages regular communication with the client and internal teams.
• Can act as CSA - I, II, III / IV backup for any MHS clients, demonstrates an understanding of those clients and can provide seamless support to the client.
• Can take on additional assigned tasks in support of the Client Services team, to help drive improvements and efficiencies.
• Can provide intermediate ZEMA usage training to clients.
• Can be a mentor for CSA - I, II & III, plus training to the new hires on some topics.
• Assists fulfillment of the tasks designated by the senior team members.
• Develops process improvements to enhance the customer service experience.
• Fills in temporarily for CSA's absence to drive the open/scheduled tasks to successful completion.
• Maintains accurate records and details of all assigned clients, including all interactions with ZEPG via CRM/Confluence/Ivanti/Fusion/Jira tools.
• Defining target performance metrics and fraud architecture models.
• Ensuring ongoing review of best practices in conjunction with Operational Team Managers to maximize queue penetration and obtain the best return possible for the number of cases worked/calls made.

Skills on Resume: 

• Client Communication Management (Soft Skills)
• Client Services Backup (Hard Skills)
• Task Management and Efficiency (Hard Skills)
• Training and Mentorship (Hard Skills)
• Team Collaboration (Soft Skills)
• Process Improvement (Hard Skills)
• Task Fulfillment and Delegation (Hard Skills)
• Record Keeping and Documentation (Hard Skills)

Job Summary: 

• Follow up and ensure that files are loaded promptly.
• Balance loads and communicate with appropriate personnel when complete.
• Run scheduled reports, statements, and files, and distribute the same via email, FTP, mail, etc.
• Meeting all client deadlines and performing inventory control of all materials necessary for the distribution of reports, statements, letters, etc.
• Tally monthly report billing information.
• Experience building forms and designing processes and workflow in MS Access.
• Experience programming and troubleshooting using Visual Basic for Applications and using SQL objects to query and manage information.
• Establish and maintain internal business intelligence content for marketers
• Redesign IR marketing communications/material, including working on new fund launches
• Managing quarterly investor webinars and investor podcast channels
• Assist internal stakeholders across the business in updating and maintaining materials
• Oversee website content creation, including LinkedIn and Instagram pages

Skills on Resume: 

• File Management and Follow-Up (Hard Skills)
• Report Generation and Distribution (Hard Skills)
• Deadline Management (Hard Skills)
• Billing and Financial Reporting (Hard Skills)
• MS Access and Workflow Design (Hard Skills)
• Visual Basic for Applications (VBA) and SQL (Hard Skills)
• Business Intelligence Content Management (Hard Skills)
• Marketing Communication and Content Management (Hard Skills)

Job Summary: 

• Responsibilities include analyzing and reporting sales data
• Communicating changes to sales plans
• Providing knowledge about customers and competitors and supporting new business development.
• Works closely with sales and other functional leaders to develop and maintain the operational infrastructure supporting sales and account management.
• Builds relationships with employer group clients and serves as the primary point of contact for overall and day-to-day data analytics and reporting.
• Work closely with and back up the New Business Coordinator.
• Review accounts for accuracy, analyze client data to identify trends
• Identify, measure, track, resolve, and report on specific client requests and issues
• Acts as liaison between Department and Company and manages implementation process for new clients
• Obtain and maintain client-specific documents and contracts
• Work closely with Client Services Representatives to monitor clients’ accounts
• Generate ad-hoc reports and marketing documentation specific to company and/or client needs

Skills on Resume: 

• Data Analysis and Reporting (Hard Skills)
• Sales Plan Communication (Soft Skills)
• Customer and Competitor Knowledge (Hard Skills)
• Operational Infrastructure Development (Hard Skills)
• Client Relationship Management (Soft Skills)
• Coordination and Backup (Soft Skills)
• Problem Solving and Resolution (Hard Skills)
• Implementation Management (Hard Skills)

Job Summary: 

• Coordinates end-to-end the Change Request Process for HRLS clients into an online tool (Jira-based software tool)
• Multiple clients facing role, so he/she will be the CR Controller for multiple clients at once
• Hosting client calls to present CR reports
• Analyses and manages the business case and approval flow for Change requests.
• Manages and Controls financial reports.
• Develops metrics that provide data for process management and indicators for future improvement opportunities.
• Helps onboard new clients into the CR tool and manages direct client relationships.
• Provide first-level response and problem-solving resources to clients.
• Assist clients with managing and resolving issues with their payments or systems
• Participating in the onboarding process of new clients
• Assistance with designing training and informative procedures on the Global Payments systems and products available

Skills on Resume: 

• Change Request Management (Hard Skills)
• Client Relationship Management (Soft Skills)
• Financial Reporting (Hard Skills)
• Data Analysis and Metrics Development (Hard Skills)
• Problem Solving (Hard Skills)
• Onboarding Expertise (Hard Skills)
• Training and Procedure Design (Hard Skills)
• Communication Skills (Soft Skills)

Job Summary: 

• Produce reports and handle ad-hoc requests for clients.
• Maintain records of processes, procedures, and findings from client projects.
• Learn other YouGov solutions and find ways to leverage the information for clients.
• A commitment to responsiveness and an eagerness to solve problems through data.
• Manages and maintains knowledge base
• Analyzes and researches incidents, problems, or client issues
• Performs data analysis of client issues to determine trends
• Assists with reporting on client service metrics and KPIs
• Provides support to client service teams to help resolve
• Assists Management to improve department productivity through participation in unit meetings, ongoing training, and self-development
• Conducts themselves professionally and partners and clients

Skills on Resume: 

• Data Analysis (Hard Skills)
• Report Generation (Hard Skills)
• Documentation Skills (Hard Skills)
• Problem-Solving Orientation (Soft Skills)
• Knowledge Management (Hard Skills)
• Incident Analysis (Hard Skills)
• Metrics and KPI Reporting (Hard Skills)
• Professionalism and Collaboration (Soft Skills)

Job Summary: 

• Processing incoming business application applications and ensuring all processes are carried out by Company regulations and policies.
• Processing the data by analyzing and interpreting any missing, misleading, unmatched, or potentially fraudulent data.
• Conducting all necessary KYC and CDD exercises.
• Organizing the data updates according to Company processes.
• Assist general inquiries from clientele, financial advisors, and brokers.
• Support the office administration and projects from time to time.
• Troubleshoot issues related to pay and/or bill concerns from clients and offer mutually beneficial solutions to the client and Avant
• Manage and update the client orientation dates in internal databases every quarter to ensure they are aligning with the HCP’s start dates
• Adhere to and administer security protocols in accessing, securing, and protecting confidential and sensitive payroll-related data
• Collaborate with the Field HR and/or Payroll teams to maintain employee data of HCPs for payroll
• Conduct monthly audits to ensure all wages entered are higher than the prevailing wage rate
• Implement pay rates as it relates to HCP salary and bonuses by Standard Operating Procedures (SOPs)
• Audit current reports utilized by the Client Services team to ensure productivity and daily workflow are being documented and properly maintained

Skills on Resume: 

• Data Processing and Analysis (Hard Skills)
• KYC and CDD Compliance (Hard Skills)
• Data Organization (Hard Skills)
• Client Communication and Support (Soft Skills)
• Office Administration (Hard Skills)
• Problem-solving and Troubleshooting (Hard Skills)
• Database Management (Hard Skills)
• Audit and Compliance (Hard Skills)

Job Summary: 

• Review internal processes, and recommend and develop changes to improve systems efficiency, automation, and/or effectiveness.
• Assess project complexity and estimate development and implementation time frame.
• Document and communicate complex solutions to internal and external clients in a timely fashion.
• Participate in client or management meetings with technical presentations and/or input.
• Communicate and consult with internal and external clients about technical needs/support/issues.
• Process multiple complex projects at the same time and prioritize accordingly
• Assist with team leadership roles and mentor new team members.
• Provide support with maintaining and publishing comprehensive project plans and schedules.
• Partner with internal team members and client business partners to analyze problems and provide insight and analysis to business problems.
• Contribute to continuous improvements by identifying ways to optimize resources and pc capacity.
• Develop strong working relationships with clients and the service/sales team.
• Participate in pre-sales processes

Skills on Resume: 

• Process Improvement (Hard Skills)
• Project Estimation (Hard Skills)
• Technical Documentation (Hard Skills)
• Client Communication (Hard Skills)
• Consultative Approach (Soft Skills)
• Project Management (Hard Skills)
• Leadership and Mentorship (Soft Skills)
• Project Planning and Coordination (Hard Skills)

Job Summary: 

• Provide technical assistance to clients across multiple trading platforms via telephone, e-mail and help desk software.
• Interact with customers to provide information about products and services.
• Communicate directly with clients on daily issues that affect them such as exchange outages and platform changes.
• Work closely with other departments to ensure client needs are met.
• Participate in projects as assigned by management.
• Collaborate with colleagues and clients to help with and improve day-to-day activities.
• Escalate client issues to multiple teams while providing follow-ups, updates, and resolutions.
• Audit Client/HCP confirmation letters monthly to ensure all confirmations are signed by the Client and HCP, and the confirmation was sent out for the correct EIN
• Navigate across the IT organization to gain information and provide solutions to issues.
• Participate in the IT Change Control process.
• Ensure administrative activities are performed promptly and with an appropriate level of quality.

Skills on Resume: 

• Technical Support (Hard Skills)
• Customer Service (Soft Skills)
• Problem-Solving (Hard Skills)
• Interdepartmental Collaboration (Soft Skills)
• Project Participation (Hard Skills)
• Team Collaboration (Soft Skills)
• Issue Escalation and Resolution (Hard Skills)
• Administrative Skills (Hard Skills)

Job Summary: 

• Design, analysis, and administration of the firm’s asset management system, including system enhancements, and ensuring the accuracy of the database.
• Administration of the firm’s physical inventory of PCs, printers, copiers, video conferencing, and other selected IT assets for all locations.
• Technical, process and procedural guidance to ensure consistency for all asset deployment activities performed by Service & Support Technicians.
• Design, procurement, and installation oversight for all new Video Conferencing installations throughout the firm.
• Participates in the evaluation of new hardware and software to stay current on emerging technologies, market trends, and future expectations.
• Identify savings opportunities for renewals, licensing, and services.
• Follow through with partners in Information Technology & Business Unit contacts to identify savings.
• Manage key vendors and third-party suppliers to ensure they fulfill their SLAs and obligations.
• Communicate through email, individual interviews, group meetings, and presentations to end users, management, and vendors.
• Respond to requests from end users, managers, and team members for advanced technical support.
• Build strong relationships with business leaders and act as an escalation point for issues.
• Support Microsoft platforms and other technologies that are in use within the firm.

Skills on Resume: 

• Asset Management System Design and Administration (Hard Skills)
• Inventory Management (Hard Skills)
• Technical Guidance and Support (Hard Skills)
• Video Conferencing Installation Oversight (Hard Skills)
• Technology Evaluation (Hard Skills)
• Vendor Management (Hard Skills)
• Communication Skills (Soft Skills)
• Technical Support and Issue Resolution (Hard Skills)