client service analyst

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
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If you want to be instrumental in delivering unparalleled customer service and operational excellence, you have found the right team.<br>
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As a Client Service Delivery Analyst within JPMorganChase, you will be a key player in our service center operations, providing exceptional customer service and support. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will apply your knowledge of our products and services to resolve issues and enhance client relationships. Your ability to plan and manage your work, coupled with your developing skills in strategic planning, digital literacy, and process automation, will be crucial in achieving operational objectives. Your role will also involve collaborating with internal stakeholders, mitigating conflicts, all while maintaining a keen awareness of fraud prevention strategies.<br>
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<b>Job responsibilities</b></div><div>
<ul><li>Process client transactions accurately and efficiently, leveraging your developing knowledge of our products and services.</li>
<li>Address client inquiries and troubleshoot issues, applying your understanding of our operating procedures and your developing skills in digital literacy and process automation.</li>
<li>Participate in the end-to-end change management process, applying your beginning proficiency in change management to influence others and mitigate stakeholder impact.</li>
</ul></div><div><b>Required qualifications, capabilities, and skills</b></div><div>
<ul><li>Knowledge or equivalent expertise in customer service operations, with a focus on transaction processing and troubleshooting.</li>
<li>Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes.</li>
<li>Experience in using problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency.</li>
</ul></div><div><b>Preferred qualifications, capabilities, and skills</b></div><div>
<ul><li>Proficient in leveraging AI/ML technologies and implementing automation tools to enhance client solutions, streamline processes, and improve efficiency.</li>
<li>Proficient in driving continuous and process improvement initiatives to ensure high-quality client experiences.</li>
<li>Developing ability to apply cultural intelligence and data &amp; tech literacy for effective engagement with diverse clients and innovative solutions.</li>
<li>Beginning knowledge of cybersecurity best practices to protect client data, with developing skills in quantitative reporting for informed decision-making.</li>
</ul></div><b>ABOUT US</b><div><br>
<p>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.<br>
<br>
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p></div><br>
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<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Client Service Analyst

<div><b>JOB DESCRIPTION</b><p><br>
Join our dynamic Custody Client Facing Team as a Client Service Analyst, where you'll play a pivotal role in overseeing the operational management and control of daily workflows. Your expertise will ensure efficient and effective service delivery, driving client satisfaction and operational excellence. Be part of a team that values precision, reliability, and client-centric solutions, and contribute to our mission of delivering unparalleled custody services.</p><p>
As a Client Service Analyst within Custody CFT, you will support manage management and control of the daily workflow, ensuring efficient and effective service delivery.<br>
</p><p><b>Job Responsibilities:</b></p><ul>
<li>Manage the workflow through the life cycle of Trades, Cash, FX, Corporate Action and Income products</li>
<li>Operationally manage and control the daily workflow within the Custody Client Facing team</li>
<li>Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning</li>
<li>Ensure all daily controls and client query management are completed and signed off, including client service inquiry resolution, cash and stock break, event management, as well as all key metrics are produced as required</li>
<li>Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization</li>
<li>Conduct ongoing review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities</li>
<li>Contribute to the strategic development of Global Custody products, Global Custody Client Facing team organization</li></ul><p>
Required qualifications, skills and capabilities:
</p><ul><li>Operational subject matter expertise in Settlements, Trade Support, Cash, Asset Servicing, Reconciliation, Risk and Control, and Custody</li>
<li>Strong ability to learn ongoing stream of new markets, products, and processes</li>
<li>Strong risk and control awareness, including ability to effectively prioritize workloads and work to critical deadlines</li>
<li>Confident communication skills in all mediums to both internal and external clients</li>
<li>Strategic thinking; Able to review and implement process improvements</li>
<li>Bachelor&rsquo;s degree or equivalent</li>
<li>Proficient in Microsoft Office products including Word, Excel, Access, and Outlook</li></ul><p>
</p><p></p><b>ABOUT US</b><div><br>
<p>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.<br>
<br>
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p></div><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Client Services Analyst

Marsh McLennan Agency

<div><div><h2 class="jobSectionHeader"><b>Summary</b></h2><p>
Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.</p><h2 class="jobSectionHeader"><b>
Essential Duties &amp; Responsibilities</b></h2><p>
Support the Client Service Team with the renewal process.</p><ul><li>
Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups.</li><li>
For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed. For all other client RFP&rsquo;s, follow processes and procedures to market clients for renewal process.</li><li>
Analyze market proposals received to verify benefits, premium rates and competitiveness.</li><li>
Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.</li><li>
Prepare and coordinate materials for the enrollment process and other formal client presentations.</li><li>
Work with carrier representatives to coordinate activity for a smooth implementation of new plans.</li><li>
Coordinate Administrative Installation with insurance carrier and participate in installation meetings.</li><li>
Maintain Agency Management System and the ImageRight System.</li><li>
Follow processes and procedures as outlined in the Procedure Manual.</li></ul><p>
Provide day to day client service</p><ul><li>
Act as liaison for client to research and resolve coverage, claim and administrative problems.</li><li>
Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed.</li><li>
Ensure the client data is accurate and current upon each renewal and throughout the policy period.</li><li>
Prepare files and other records needed by Marsh &amp; McLennan.</li><li>
Develop good relationships with others on the Client Service Team.</li><li>
Maintain the professional standards established by Marsh &amp; McLennan when working with clients.</li><li>
Provide back up to other Benefit Analysts as needed.</li><li>
Share information with Benefit Analysts and others to create a good network of information within the Department.</li><li>
Attend monthly Analyst meetings and other meetings as requested.</li></ul></div><p></p><h2 class="jobSectionHeader"><b>
Education and/or Experience</b></h2><p>
Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.</p><p></p><p>
This position interacts with and provides service to internal associates and has contact with external vendors. The Benefits Analyst must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:</p><ul><li>
Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation.</li><li>
Bachelor degree strongly preferred.</li><li>
Maintain a valid, unrestricted State of California Life &amp; Disability License and meet the continuing education requirements.</li><li>
Maintain a valid Driver&rsquo;s License and dependable transportation.</li><li>
Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas.</li><li>
Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease</li><li>
Above average analyzing, problem solving and planning/organizational techniques are essential.</li></ul><h2 class="jobSectionHeader"><b>
Work Environment &amp; Physical Demands</b></h2><ul><li>
Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.</li><li>
Work is performed in a typical interior/office work environment.</li><li>
Occasional travel to client sites may be required. Travel is usually within driving distance.</li></ul><p></p><p><br>
The applicable base salary range for this role is $40,200 to $74,900.</p><p>
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.<br>
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We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.</p></div>

Benefit Analyst

SS&C

<div><div>As a leading financial services and healthcare technology company based on revenue, SS&amp;C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&amp;C for expertise, scale, and technology.</div><div></div><div>
Job Description</div><div></div><div>
Associate Solutions Analyst</div><div></div><div>
Location: Chicago, IL | Hybrid</div><div></div><div>
Get To Know The Team:</div><div></div><div>
SS&amp;C Eze offers best in class service to accompany our product suite and our Client Solutions team is at the heart of it all. We&rsquo;re in search of someone with interest in technology and the financial markets to join our team as an Associate Solutions Analyst. The Solutions team serves as both the initial point of contact for our hedge fund and asset management clients as well as passionate product experts leading the way in setting the bar for customer satisfaction. We leverage cutting edge technology to deliver a creative, unique, high-touch approach to client service. We invest heavily in our team with a comprehensive training program, peer coaching, and hands-on management to provide you the necessary skills and tools for your career at Eze Software.</div><div></div><div>
Why You Will Love It Here!</div><ul><li>
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans</li><li>
Your Future: 401k Matching Program, Professional Development Reimbursement</li><li>
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays</li><li>
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave</li><li>
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees</li><li>
Training: Hands-On, Team-Customized, including SS&amp;C University</li><li>
Extra Perks: Discounts on fitness clubs, travel and more!</li></ul><div></div><div>
What You Will Get To Do:</div><ul><li><div>
Analysts are empowered to manage a diverse set of operational and product support responsibilities, collaborating across numerous teams and systems</div></li><li><div>
Interacting with clients throughout the day on product inquires</div></li><li><div>
Assessing, troubleshooting, and managing client requests while providing real-time solutions</div></li><li><div>
Acting as an escalation for client counterparties and internal teams for appropriate issue resolution</div></li><li><div>
Develop an understanding of financial technology and how our investment products play a critical role in the market place</div></li><li><div>
Immersive product and industry training that lays the foundation for technical and capital markets knowledge</div></li><li><div>
Hands on client experience developing relationships with Portfolio Managers, Traders, Operations, and Technology teams within our hedge fund, asset manager, and sell-side partners</div></li><li><div>
Opportunity to build your internal network and grow your career based on individual skills and interests. Advancement opportunities within the Solutions group or through various pathways across the organization including Client Engagement, Client Success, Product Management, or Sales</div></li></ul><div></div><div>
What You Will Bring:</div><ul><li><div>
Bachelor&rsquo;s Degree or 0-2 years of relevant experience in customer service and/or technology field</div></li><li><div>
Strong client facing skills demonstrated in excellent verbal and written communications</div></li><li><div>
Superior problem-solving and analysis skills</div></li><li><div>
Desire to work directly with clients building relationships</div></li><li><div>
Ability to take initiative and handle increasing responsibility and autonomy over time</div></li></ul><div></div><div>
Thank you for your interest in SS&amp;C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: <div>www.ssctech.com/careers</div>.</div><div></div><div>
#CA-MB</div><div>
#LI-MB3</div><div>
#LI-Eze</div><div>
#LI-Hybrid</div><div></div><div><br>
Unless explicitly requested or approached by SS&amp;C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.</div>
SS&amp;C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.<div>
SS&amp;C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.</div></div><div></div>

Associate Solutions Analyst

Marsh & McLennan Companies, Inc.

<div><span style="font-size: 11px;"><b>About the Role:</b></span></div><div><span style="font-size: 11px;">As a Client Relationship Management Analyst, you will collaborate closely with various internal departments to ensure client needs are met efficiently and effectively. You will play a key role in analyzing client data, identifying opportunities for improvement, and supporting the delivery of outstanding client service.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><b>Key Responsibilities:</b></span></div><div><span style="font-size: 11px;">Serve as the primary point of contact for the client relationship management team, promptly addressing inquiries and resolving issues to ensure a positive client experience.</span></div><div><span style="font-size: 11px;">Analyze client data and feedback to uncover trends, insights, and opportunities to enhance service delivery and client engagement.</span></div><div><span style="font-size: 11px;">Prepare and present regular reports on client satisfaction metrics, account performance, and relationship health to management and stakeholders.</span></div><div><span style="font-size: 11px;">Collaborate with cross-functional teams-including sales, marketing, and operations-to align client needs with company offerings and initiatives.</span></div><div><span style="font-size: 11px;">Identify and recommend process improvements to optimize client relationship management practices and increase operational efficiency.</span></div><div><span style="font-size: 11px;">Maintain accurate records of client interactions, feedback, and action items within the CRM system to ensure continuity and accountability.</span></div><div><span style="font-size: 11px;">Stay updated on industry trends, competitor activities, and best practices to contribute to strategic planning and innovation.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><b>What We're Looking For:</b></span></div><div><span style="font-size: 11px;">Bachelor's degree in Business Administration, Marketing, or a related field.</span></div><div><span style="font-size: 11px;">1-3 years of experience in client relationship management, customer service, or a similar analytical role.</span></div><div><span style="font-size: 11px;">Strong analytical and problem-solving skills with the ability to interpret data and make data-driven decisions.</span></div><div><span style="font-size: 11px;">Excellent verbal and written communication skills, with a focus on building relationships and influencing stakeholders.</span></div><div><span style="font-size: 11px;">Proficiency in Business Intelligence tools such as Power BI and Qlik Sense, along with Microsoft Office Suite (Excel, PowerPoint, Word).</span></div><div><span style="font-size: 11px;">Ability to work both independently and collaboratively in a fast-paced environment.</span></div><div><span style="font-size: 11px;">Strong organizational skills and meticulous attention to detail.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><b>What Sets You Apart:</b></span></div><div><span style="font-size: 11px;">A proactive mindset with a commitment to delivering high-quality work.</span></div><div><span style="font-size: 11px;">Exceptional interpersonal skills to collaborate effectively with team members and stakeholders.</span></div><div><span style="font-size: 11px;">A genuine passion for enhancing client experiences and contributing to the success of the client relationship management team.</span></div><div><br></div>

Client Relationship Management - Analyst (UAE Nationals Only)

RUSSELL INVESTMENTS

<div><div>Business Unit:</div>
North America Institutional<div><br>
Salary Range:</div>
$75,000 USD - $90,000 USD<div></div><div>
Specific compensation will be based on candidate&rsquo;s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.</div><div><br>
Job Description:</div><div>
As an Investment Analyst, you will play a key role on Russell Investments&rsquo; OCIO client service team, serving as a primary contact for day-to-day inquiries and working closely with senior team members (Client CIOs) to deliver exceptional service. You will participate in client meetings, manage quarterly investment reviews, and prepare clear, high-quality presentation and communication materials for our clients, primarily retirement plans, endowments, foundations, and hospital systems.</div><div></div><div>
In this role, you will partner with internal teams to provide a wide range of investment services, including policy review, asset allocation design, portfolio implementation, manager and product evaluation, and performance reporting. You will apply a strong understanding of performance calculations and attribution to deliver customized analysis and solutions in response to client requests. You will also craft clear, insightful, and well-structured written commentary, in both formal reports and client communications, to explain performance results, market conditions, and strategic recommendations in a way that is accurate, engaging, and client friendly.</div><div></div><div>
Role Requirements:</div><ul><li>
Bachelor&rsquo;s degree in Finance, Economics, Investments, Mathematics, Actuarial Science, or related field; MBA and/or CFA designation strongly preferred.</li><li>
FINRA SIE, Series 7 and 63 required (will consider ability to obtain within six months).</li><li>
At least 2 years of applied investment-related experience, with knowledge in market/economic analysis and investment strategy evaluation.</li><li>
At least 2 years of institutional investment management experience in client service, consulting, or portfolio management.</li><li>
Working knowledge of asset allocation theory, modeling techniques, and performance measurement.</li><li>
Proficiency with analytical tools and software, with the aptitude to quickly learn new systems.</li><li>
Exceptional verbal and written communication skills, with the ability to craft clear, client-ready materials and executive-level narratives.</li><li>
Demonstrated collaboration, integrity, and relationship-building skills.</li></ul><div></div><div><i>
This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.</i></div><div></div><div>
Equal Employment Opportunity</div><div>
Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.</div></div>

Investment Analyst

Vontive

<p>Vontive is a growing FinTech company focused on leveraging our proprietary technology to make accessing capital fast and simple for real estate investors involved in fix-and-flip projects or rental properties purchases. Vontive is working to streamline and productize every aspect of the workflow, and has recently brought loan servicing in-house. As such, much of the day-to-day responsibilities involve interfacing with legacy formats and processes, with a significant portion also going toward implementing our vision for the future.</p><p>The Servicing Analyst role is an excellent entry point for someone looking to apply client service skills and project management skills within a fintech startup. This role combines day-to-day servicing tasks with longer-term process improvement initiatives. You&rsquo;ll collaborate closely with cross-functional teams including Capital Markets, Accounting, and Product to not only solve operational challenges but also shape the future of our servicing platform.</p><p><b>Responsibilities</b></p><ul><li>Perform a range of loan servicing tasks: ACH setup, payment processing, payoff review, lien release submissions, overcharge reimbursements, mortgage verifications, county tax payment verifications, and property insurance renewals.</li><li>Monitor servicing inboxes and respond to borrower and third-party inquiries in a timely, professional manner.</li><li>Prepare payoff demand statements for internal loans and review third-party payoff demands for transferred loans.</li><li>Troubleshoot borrower issues such as failed payments, online account access, ACH changes, force-placed insurance cases, and referrals to third-party servicers.</li><li>Address insurance and property tax inquiries for both escrowed and non-escrowed loans.</li><li>Resolve borrower concerns by investigating root causes, providing clear solutions, and following through until full resolution.</li><li>Accurately document all borrower interactions within our mortgage servicing system.</li><li>Ensure all borrower&rsquo;s issues and complaints are resolved in a timely manner.</li><li>Handle inbound borrower calls and conduct outreach to resolve delinquency-related matters.</li><li>Provide feedback on servicing software tools and features to support ongoing product development.</li></ul><p><b>Qualifications</b></p><ul><li>Bachelor's degree or equivalent experience.</li><li>Exceptional customer service skills and the ability to build relationships with clients.</li><li>Understand loan transaction history inquiry, including payment activity, escrow disbursements, rate and P&amp;I changes, fee assessments, and payment reversals.</li><li>Previous loan servicing experience is preferable.</li><li>Comfortable with simple data modeling in Excel.</li><li>Strong writing and verbal skills for effective communication with the borrowers.</li><li>Passion for following established processes but motivated to drive improvements.</li><li>Obsessive attention to detail and receptive to constructive feedback.</li></ul><p><b>Location</b></p><p>San Antonio, TX (Hybrid)</p><p>Job Type: Full-time</p><p>Pay: $40,000.00 - $60,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Flexible spending account</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Referral program</li><li>Relocation assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Loan Servicing Analyst

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