Global Business Development Client Servicing Solutions Data Specialist

8+ years of experience in the financial services industry
Knowledge of technical portfolio management and AB reporting systems and processes
Strong knowledge of AB clients and client reporting requirements
High comfort level in working in a range of technical, data-oriented systems
Process-oriented with an intuitive understanding of the sequencing of multiple components of an overall complex project
Results-driven and execution-focused
Highly organized and able to work on multiple simultaneous projects and sometimes meet tight deadlines
Able to convey highly technical information with clarity and precision

Complete client servicing reports and requests
Seek efficiencies, leverage, and scale while ensuring regulatory and other risk control requirements are met
Create written documentation for standard operating procedures for all recurring client deliverables
Work with the Client Response Center Team in Pune to write and formally document processes and systems used to complete each deliverable
Continually seek efficiencies, leverage, and scale while ensuring regulatory and other risk control requirements are met
Redesign existing servicing reports and documents to reflect best practices and optimal use of automation technology
Focus on best practices for servicing clients and evolve the Client Response approach to be more efficient and client needs-driven