Senior Analyst in Client Service
Wroclaw Senior Analyst in Client Service
Wroclaw
NR REF.: 1139387
The Service Delivery Support Agent will work closely with the Service Director (SD) and provides support around more operational tasks as outlined below.
Responsibilities:
Qualifications:
What we can offer you:
Wroclaw
NR REF.: 1139387
The Service Delivery Support Agent will work closely with the Service Director (SD) and provides support around more operational tasks as outlined below.
Responsibilities:
- Billing and Debtor management
- - Invoice approval & set-up - initial set-up, review and approval of invoices. Address issues if and when they occur including pre-completion of write off forms;
- - Chase clients on aged invoices (in conjunction with RE/SD); monitor and report back on aged receivables;
- - Monitor invoice back-log (unbilled), review reasoning and follow-up internally;
- - Query management - answer question as they come in from clients and the internal organization;
- - Quality control - increase the spot / quality checks around the invoice (e.g. check versus workbench / FA reports).
- Know Your Client / Business Acceptance and Anti-Money Laundry support
- Oversee Account Maintenance / Client Onboarding / Fund Events
- • (Annual) Service Level Agreement renewal
- - Ensure clients have insight in our service levels; either distribute our boilerplate SLD or agree on service levels via a bespoke SLA;
- - Support the annual renewal of bespoke SLA’s. Liaise with Operations, Client Service Delivery, Product & clients;
- - Administrate the status of the SLA/SLD in our SLA Tracker (by client by product);
- - Development of comparison of Non Standard services versus the boilerplate SLDs.
- General Administration
- Creation of the Segment Exec Dashboards (Regional, GFI) and Forum Exec Summaries
- Quality control and oversight of updates ensuring consistency, quality, timeliness and accuracy of input of RAG rating and Significant issues
- Root Cause Analysis to provide greater insight for the CSD forums
- Management of receivable and unbilled updates, providing reporting to client management as required
- Process Change Management requests
- Raise internal Product Initiative Documents (DO1)
- Project tracking
Qualifications:
- Personal Organisation
- Work Quality/Attention to Detail
- Problem Solving
- Job Proficiency
- Initiative/Sense of Urgency
Technical Skills, Knowledge, Systems Knowledge (and associated skill level): - Fluent in English
- Thorough knowledge of Global Custody markets and products
- Academic/Professional Qualifications (or equivalent qualifiers)
- Minimum of Bachelor level education or equivalent.
- Proven custody or fund management experience (3-5 years), preferably performing a client-facing role.
- Personal Organisation
- Work Quality/Attention to Detail
- Problem Solving
- Job Proficiency
- Initiative/Sense of Urgency
Technical Skills, Knowledge, Systems Knowledge (and associated skill level): - Fluent in English
- Thorough knowledge of Global Custody markets and products
- Academic/Professional Qualifications (or equivalent qualifiers)
- Minimum of Bachelor level education or equivalent.
- Proven custody or fund management experience (3-5 years), preferably performing a client-facing role.
What we can offer you:
- Full time contract of employment
- Competitive salary
- Health & Life Insurance
- Multisport card / Cinema Tickets / Nursery subsidiary
- Pension scheme
- Excellent opportunities for training, growth and professional development
- Opportunities to engage in diverse projects due to growth of business migrations
- A multitude of opportunities to get involved in additional charity projects
- A collaborative culture and great teams
Prosimy o aplikowanie poprzez przycisk znajdujący się po prawej stronie ogłoszenia.
