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Client services analyst job description

Updated March 14, 2024
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Example client services analyst requirements on a job description

Client services analyst requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in client services analyst job postings.
Sample client services analyst requirements
  • Strong analytical skills
  • Experience in client services
  • Excellent communication skills
  • Ability to work in a team environment
  • Proficient in Microsoft Office Suite
Sample required client services analyst soft skills
  • Empathy and understanding of client needs
  • Positive attitude and a willingness to help
  • Strong problem-solving skills
  • Attention to detail and accuracy
  • Ability to manage multiple tasks and priorities

Client services analyst job description example 1

Integrated Resources client services analyst job description

Our Clean Room Services team is looking for a talented Environmental Monitoring Analyst that is passionate about providing an outstanding customer experience. If youre interested in receiving excellent training work working as part of a team of experts, youll be a great fit in our strong company culture.

As a Cleanroom Services Analyst you will perform environmental monitoring and cleanroom qualifications using within controlled environments. You will travel to regional client sites to provide your expertise with equipment, procedures, policies and regulations to ensure that their cleanrooms meet the requirements for safe manufacturing of medical devices, pharmaceuticals and other patient products.
Responsibilities -
- Expert use of scientific equipment while following policies and procedures
- Measure total air particulate, temperature, humidity and differential pressure
- Collect viable air and surface samples - Collect purified water samples for testing
- Perform compressed gas testing - Perform HEPA filter testing
- Incubate media plates and enumerate any microbial growth
- Submit growth for microbial identification per procedure and client instruction
- Maintain and prepare equipment in a GMP environment.
- Prepare and complete documentation (paper and electronic) per GDP.
- Transport equipment and media to client sites within the New England region in company provided vehicles
- Familiarization with client cleanroom layouts, sampling plans and contamination control programs
- Sterile gowning and staging equipment and media into client cleanrooms for testing
- Other duties as assigned
- You will work with team members and under the direction of Cleanroom Services management to improve performance and client satisfaction.
Entry Level Qualifications

- Associates degree in Microbiology or related field with a minimum of 12 months of working in a clean room environment
-OR-
- High School Diploma or equivalent will be considered with a minimum of 24 months of working in a clean room environment
- Sterile gowning experience preferred
Expert Level Qualifications
- Bachelors degree or higher in Microbiology or related field
- Minimum of 12 months of sterile gowning experience
- Minimum of 12 months of environmental monitoring sampling and testing experience
- CETA or NEBB training / certification preferred
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Client services analyst job description example 2

BNY Mellon client services analyst job description

Client Service Analyst - Works with external clients in Wealth Management to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon.

* Supports clients in addressing operational and technical questions or issues and ensuring requests are executed.
* Applies problem solving skills based on precedence and experience.
* Uses communication skills to deliver high quality service to a specialized client base.
* Provides clients information related to BNY Mellon products and services representing a limited number of lines of business and geographies and directs them to the appropriate resources, as needed.
* Leverages a general understanding of broader BNY Mellon services and offerings.
* Monitors client inquiries and escalates non-routine or complex issues to the appropriate team member, as needed.
* Tracks information related to general client issues and needs to support business development efforts.
* Participates in internal activities and initiatives designed to improve the client experience.
* No direct reports.
* Supports a selected number of client accounts of limited complexity.

Qualifications:

* Bachelors degree or the equivalent combination of education and experience is required.
* 0-3 years of total work experience preferred.
* Experience in an operational area and/or client services preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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Client services analyst job description example 3

Sumitomo Mitsui Financial Group client services analyst job description

SMBC Nikko Securities America, Inc. is a member of the Sumitomo Mitsui Financial Group (SMFG), one of the world's largest global financial institutions. Based in New York City, we are an SEC registered Broker dealer that provides financial products and services to global institutional clients, focusing on North America and Latin America.

The Client Onboarding Analyst will be responsible for managing the Client On-boarding and Periodic Review process. The Client Onboarding Analyst's responsibilities include performing Customer Information Program (CIP), Know Your Customer (KYC) due diligence, identification of Politically Exposed Persons (PEP), Negative news and sanctions screenings. The Client Onboarding Analyst will interact with internal and external Stakeholders to ensure all regulatory and firm requirements are met for both new and existing customers.
Responsibilities
Validates legal documentation obtained from Stakeholders and third-party sources for accuracy and to ensure the documentation is compliant with policy. Leverage accumulated wisdom to make determinations regarding document applicability in the risk control process, where documents are atypical or uncommon. Initiate workflows to update customer records within the bank's internal system. Coordinate approvals related to periodic review and new onboards across multiple groups within the organization. Maintain detailed tracking of workload to ensure completion within required timeframes. Promptly responds to stakeholder inquiries and assists with problem resolution. Prioritize urgent and sensitive requests accordingly. Performs special projects as required and any other duties as assigned. Working closely with Compliance, Tax, Legal and other teams to render policies / procedures more transparent and commercial, all while preserving risk control strength. Performing Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) including customer negative news screening.
Qualifications
Solid knowledge of US PATRIOT Act, BSA / AML requirements (e.g. CIP requirements; difference between CDD and EDD). Strong understanding of FinCEN CDD Rule, FINRA Rules and FATCA. High competency in using external due diligence and screening tools such as Dow Jones, Factiva, OneSource, LexisNexis. Experience / appreciation for due diligence operations and onboarding applications / systems. Ability to face-off any potential touch-point relative to the onboarding / client maintenance workflow. Ability to execute in a high pressure environment. Good analytical skills, detail oriented.
Good interpersonal skills.
Work Experience: From 2 to 3 years of specialized experience in Onboarding of Institutional Accounts (e.g. Investment Managers, Funds, Large Corporation, Brokers).
Education:
BA / BS (or equivalent)

Licenses / Certifications / Registrations:
CAMS Certification is a plus

Software Systems / Programming Languages:
Microsoft Office (Word, Advanced Excel Formulas, Power Point).
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.