Client Service Analyst

Job description

Drive client satisfaction and manage portfolios as a Client Service Analyst—your gateway to treasury and relationship excellence. As a Client Service Analyst in Client Onbaording and Service Team, 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 operating transactional accounts and complex treasury products. Job responsibilities: - Partner with a Client Service Associate or Client Service Senior Associate to understand client issues - Is responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem - Resolve issues by identifying underlying or hidden problems and patterns - Build knowledge of commercial treasury management products and services - Serve as a liaison between the Relationship team, Operations, Treasury Management Sales and Implementations to provide the best service to the client, your department, and the firm - Identify...