Abglobal

Client Group Onboarding & Transitions Senior Analyst

San Antonio, Texas · Senior

Sponsorship not specifiedDetected 14 days ago

SQLProject ManagementExcelCommunicationCollaborationProblem SolvingTime ManagementPublic SpeakingMicrosoft Office

About the role

Additionally, the Senior Analyst acts as an escalation point for the Client Group Analyst Team, Client Manager and CSA to assist in solving complicated client issues/ inquiries that require investigation and in-depth solutions.

Lead client transitions across multiple phases managing internal and third-party teams; ensure that challenges, issues and risks are closely monitored and escalated appropriately to client service management
In partnership with various groups, continuously review & improve account lifecycle processes. Help manage toolset and documentation, including client welcome package, checklists, and workflow applications.
Collaborate with other implementation teams across the firm to share best practices, raise issues, and develop consistent global processes
Liaise with Client Managers and Client Service Advisors and clients to establish and document implementation requirements. Participate on client calls, sharing expertise when needed.
Individuals with a background in providing Sales support with experience in operations and project management would find this position interesting and view it as an opportunity to advance their experience in their designated fields.
They will gain exposure to the systems utilized, functions and responsibilities of partnering teams, reporting requirements for this business, and develop relationships with our Defined Contribution Team, Institutional Teams, Legal/Compliance, Portfolio Management & Senior Management.

(The ideal candidate should have the following):
Additionally, they will need experience with complex operational transactions, managing projects and have experience engaging with sales professionals to service clients or provide operational support.
Bachelor's degree, preferably in Finance, Economics, or Business, with an excellent academic record
Minimum 3-5 years of professional experience in a related industry or finance, banking industry
Experience leading projects, including running cross-functional conference calls and managing project plans
Demonstrate initiative and good judgment coupled with the ability to work well under pressure
Ability to multitask, good time management skills
Ability to work independently and cooperatively in a team setting.
Ability to make connections between seemingly disparate ideas & processes
Ability to record all relevant information from different sources and platforms

Experience with Institutional business is a plus but not required
Industry licenses are a plus but not required
Proficient in the use of typical office desktop packages, such as Outlook, Word, Excel PowerPoint, Visio and Access.
Salesforce.com experience a plus
Experience with SQL or VBA is a plus

What is the professional development value of this role, i.e. what learning and professional growth is offered.

We are seeking a San Antonio-based Senior Project Analyst to join our Client Group Onboarding & Transitions team.

This listing is sourced directly from Abglobal's careers page and normalized into a canonical job model.