Understand new client onboarding and implement the CRD system for new projects
Oversight of issue resolution and support clients during the project/onboarding phase
Design new complex job schedules for clients’ BOD/EOD batch for business operations
Escalate issues to senior management using sound judgement
New client assimilation and transition
Troubleshooting and issue resolution
Monitoring of client open issues lists to ensure accuracy, completeness, timely, and proper progress on and resolution of issues
Periodic communications with clients assigned to staff to monitor client satisfaction and make improvements where appropriate during the onboarding process
Accountable for ensuring defined processes are followed
Setup connectivity to third‑party vendors such as Bloomberg, Omgeo, Cassini, etc.
Identification of issues in existing processes and imp...