Client Operations Implementation Specialist

2 - 6 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will step into the role of Implementation Specialist within the Client Operations team, where you will be the driving force behind seamless Treasury Service product modifications and deletions across diverse account types and regions. Your primary responsibility will be to expertly manage client requests, ensuring clear communication with Sales, Service, and Implementation Support teams. Key Responsibilities: - Serve as the central point of contact and escalation for in-country Implementation Support team members. - Receive treasury service maintenance and account closing requests via Deal Manager or mailbox from client service, necessitating the initiation of a Deal Manager request. - Ensure the delivery of maintenance activities is completed within established service level agreements. - Reach out to Product Manager/Service to determine the risk rating and procedures for requests not listed on the Risk Matrix. - Oversee inspections and audits of completed implementations. - Check to ensure rush requests are processed with urgency, assign requests for clients identified on the Sensitive Client list to seasoned associates, and modify special processing requirements as indicated. Additionally, ensure "Unable to Offshore" client requests are appropriately assigned. Qualifications Required: - Bachelor's degree. - Excellent problem-solving skills in order to identify, understand, and address operational and technical issues. - Good problem-solving skills and can articulate clear and workable solutions. - Ability to be flexible, follow tight deadlines, organize, and prioritize work. - Builds/promotes a client/customer-centered organization. - Promotes partnership; encourages collaboration, information sharing, and discussion to break down silos.,

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Financial Services

New York