Client & Account Analyst
7 months ago
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.
**Working Arrangement**
Hybrid
**The opportunity**
Responsible for holistically reviewing the customer experience-related data and metrics. Reviews, analyzes, and addresses data/feedback from vendor software platform, and any activity relating to potential fraud. Communicate any trends to management.
**Responsibilities**
(Nhập toàn bộ đơn yêu cầu thay đổi vào hệ thống).
- Process and follow up policy change requests, make sure all changes are correctly completed on time.
(Thực hiện và theo dõi các tiến trình thay đổi hợp đồng theo đúng thời gian quy định).
- Check and follow up pending cases, contact with relevant departments to process these cases on time.
(Kiểm tra và theo dõi những trường hợp chưa hoàn tất, liên hệ các bộ phận liên quan để hoàn tất yêu cầu thay đổi đúng thời gian quy định).
- Control input and output correctly, carefully within the service turnaround.
(Kiểm soát hồ sơ thay đổi đã được nhập, hoàn tất chính xác, cẩn thận và đúng hạn)
- Training for new POS staff or BCS staff about procedure and guideline of policy change.
(Hướng dẫn đồng nghiệp mới/Nhân viên BCS về quy định và hướng dẫn của thay đổi hợp đồng).
- Random check/full check completed policy change request of other users.
(Kiểm tra ngẫu nhiên/toàn bộ hồ sơ thay đổi HĐ đựoc thực hiện bởi đồng nghiệp khác cùng bộ phận).
- Ensure all reports are done completely, timely & accurately
(Đảm bảo tất cả các báo cáo được thực hiện đầy đủ, kịp thời và chính xác)
- Ensure assigned projects, system development and enhancement are done completely and timely
(Đảm bảo dự án được phân công, yêu cầu phát triển hệ thống hoàn tất theo kế hoạch)
- Perform process review & randomly check Policy change activities to ensure in sync with procedure
(Rà soát quy trình công việc và kiểm tra ngẫu nhiên các hoạt động của nhóm để đảm bảo quy trình được tuân thủ)
- Other tasks are assigned by manager
(Các nhiệm vụ khác được giao bởi người quản ly)
**How will you create impact?**
Responsible for holistically reviewing the customer experience-related data and metrics. Reviews, analyzes, and addresses data/feedback from vendor software platform, and any activity relating to potential fraud. Communicate any trends to management.
**What motivates you?**
- You obsess about customers, listen, engage and act for their benefit.
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.
**What we are looking for**
- Minimum 2 years Industry experience preferred
- Post-secondary education, preferred
- Knowledge of VERINT call monitoring platform preferred
- High level of accuracy, attention to detail, and strong organizational skills
- Proficiency with Microsoft Office Suite Organized, able to multi-task and work in a fast-paced, constantly changing environment - both independently and as part of a team
- Ability to think independently
- Ability to prioritize work requests. Display of time management capabilities
- Thorough understanding of Transfer Agent policies and procedures regarding confidentiality of information, processing timeliness and accuracy.
- Excellent verbal and written communication skills
**What can we offer you?**
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.
**Our commitment to you**
- Values-first culture
We lead with our Values every day and bring them to life together.
- Boundless opportunity
We create opportunities to learn and grow at every stage of your career.
- Continuous innovation
We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive workplace w
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