Implementation Analyst - Client Transition Operations

Overview

Ensures execution of the operational and system configuration activities related to client transitions to/from organisation products and services (onboarding, offboarding, service expansion/contraction.) Liaison between development, operations, and product owners, be a subject matter expert on system configurations, and participate in requirement reviews for development projects that impact configurations.

Under moderate direction, conducts and/or organises all operational and data analysis activities related to an assigned client transition. Analyses, reconciles and reviews incoming or outgoing data for accurate transition to platform. Scope of client transitions are usually small and less complex. May assist a more senior staff member on large or complex transitions to improve depth of knowledge and subject matter expertise.

• Co-ordinates all on-boarding activities, including client transition operations, system configuration/oversight and data analysis, monitoring each component of the transition including data requirements, regulatory and compliance requirements, opening/servicing agreements, asset acceptance reviews, data transfer, coordination with third-parties, etc
• Main point of contact for Client Firm queries
• Manages static data and data transfer
• Identifies and works with Operational SME's as required
• Conducts pre-transition testing and quality review of products/solutions; advises client on corrective actions.
• Responsible for small to medium size on/off boarding projects
• Ensures client has submitted/provided all required documentation and files; provides quality review of submissions. Coordinates with business or data analysts for data file and business requirement review.
• Works closely with and provides support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience.
• Participates in communications with internal and external stakeholders.
• At transition completion, briefs the client services and/or account management team on operational activities relevant for ongoing, long-term support.
• Contributes to the achievement of team objectives

• Develop and maintain effective relationships with clients, both internally and externally.
• Co-ordinate and lead workshops both internally and externally
• Knowledge of transfer market (funds, international and Crest) would be advantageous but not essential
• Experience/background in financial operations is preferred.
• Strong written and communication skills
• Excellent working knowledge of Microsoft Word, Excel, PowerPoint, Smartsheet
• Knowledge of Front office systems, i.e. Bloomberg, Fidessa and Pro-Quote etc.
• Flexibility to adapt to meet clients' needs
• Ability to cope with heavy workload by prioritising
• Project Management experience would be an advantage
• Client facing experience required