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The Client Service Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Job Responsibility:
Applies knowledge to conduct risk and control assessments, including evaluating business changes, in accordance with established standards
interprets data and makes recommendations
Identifies root causes of issues through research and interpretation of information and formulates preliminary recommendations for corrective actions and improvements in collaboration with stakeholders
Monitors control breaches and contributes to disseminating lessons learned for process improvement within own team, based on analysis
Applies knowledge to conduct reviews of control designs and management practices, interpreting findings to identify policy gaps and formulate recommendations for risk mitigation
Ensures the timeliness, accuracy, and completeness of own control assessments before and after process execution, making judgments based on analysis
Analyzes risks as per policy requirements, interpreting data and making recommendations
Supports in recording and responding to risk events, ensuring accurate and timely capture of information for team review
Assesses risks within scope, interpreting factual information to ensure adequate controls are in place
Assists in implementing standards and procedures that align with organizational requirements for risk management, developing working knowledge of industry practices
Identifies inconsistencies in data or results related to control points and processes throughout the business, and formulates recommendations for their implementation or improvement within own team's scope
Requirements:
0-2 years relevant experience
Ability to multi-task with strong organizational and time management skills
Strong verbal and written communication skills
Ability to problem solve and analyzes data with demonstration of attention to detail
Proficient in Microsoft Office with an emphasis on MS Excel
Good understanding of Wealth products will be an added advantage
Bachelor’s/University degree or equivalent experience
Nice to have:
Good understanding of Wealth products
What we offer:
Access to telehealth options, health advocates, confidential counseling
Programs and services for your physical and mental well-being
Empower our employees to manage their financial well-being and help them plan for the future
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