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Senior Analyst, Client Support

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Description

  • Focused on assessing incoming client inquiries via phone, email, and web portal, offering specialized knowledge and guidance to clients.

  • Serve as the initial point of contact for critical issues.

  • Coordinate necessary actions with various teams, including Product, Technology, Project and Release Management, Risk Management, Legal and Compliance, Onboarding, and the User Acceptance Testing team.

  • Manage incoming client calls and queries through the web portal and emails, providing solutions or setting expectations for follow-up during initial interactions.

  • Responsible for evaluating, monitoring, and communicating updates and resolutions to clients promptly and in accordance with query management standards.

  • Prioritize and adhere to partner concern procedures for critical service disruptions, maintaining precise case management information and categorization.

  • Proactively monitor and respond to clients promptly by coordinating and collaborating with internal teams such as Product Management, Relationship Management, Technology, Application Development, and Business Management.

  • Coordinate and disseminate client notifications, with necessary business and management approval, to inform about system downtimes, service disruptions, or proactive client outreach.

  • Actively participate in team meetings, suggesting process improvements to enhance organizational efficiency and client experience. Identify training requirements and facilitate training sessions.

  • Maintain a strong focus on fulfilling client needs and requests, responding to inquiries promptly and accurately in accordance with departmental benchmarks and metrics, and addressing or escalating issues swiftly.

  • Actively participate in Major Incident Management, representing the Client Service team, identifying client impact issues and providing resolutions or recommendations.

  • Lead project implementation and support internal functional testing for new releases affecting clients.

  • Adhere to Client Support procedures, identifying and addressing process and procedural gaps as necessary.

  • Integrate risk and control processes into daily responsibilities to monitor and mitigate risks, escalating issues as appropriate.

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