CB Client Onboarding Administrative Support Analyst at BC Forward in Plano, Texas

Job Description:

CB Client Onboarding Administrative Support Analyst



Job Title: CB Client Onboarding Administrative Support Analyst




Location: Plano, TX 75024 Hybrid (first 2 weeks will need 100% in-office attendance 8-5 shift)




Shift timing : 9-5:30 with 1 hour lunch break




Duration: 6+ months, Contract




Rate: $ 23.45/ hr on W2




Description:




Core Responsibilities:

• 
  Effectively manage internal and external related activities such as scheduling client training sessions on Treasury products, meetings and communications with a high degree of professionalism, accuracy, speed and confidentiality
  


• 
  High production driven environment
  


• 
  Schedule client Treasury training sessions received through different channels such as phone, email, Scheduler tool and MS Teams.
  


• 
  Coordinates and participates in meetings and provides appropriate meeting follow-ups as required
  


• Ensure to enter daily productivity metrics in appropriate application


• Communicate professionally with individuals at all levels of the organization verbally and through high quality, concise emails regarding project progress and recommendations/decisions


• Build and maintain strong relationships with key partners such as other Administrative Support Analysts, Middle Office and Front Office partners while creating a collaborative environment


• Required to update the systems of record (multiple systems) to ensure that the actions taken are clear for other areas that might access the records to further assist clients now or in the future.


• 
  Update/edit Outlook team calendars, Excel spreadsheets or PowerPoint presentations to key senior partners, as requested
  


• Use internal systems to research client profiles to ensure accurate training sessions to schedule


• Lead, coordinate and execute on internal ad hoc projects, as requested

Qualifications:




Required Qualifications:

• Excellent oral, written and presentation skills.


• Excellent organizational, multitasking and time management skills.


• Ability to work with little supervision.


• Strong team-orientation, interpersonal skills and proven ability to develop strong partner relationships with a strong customer focus


• 
  3-5 years of corporate experience
  


• 
  1-3 years of call center experience
  


• 
  Strong proficiency with Microsoft Office, PowerPoint, Excel, Outlook, Zoom and WebEx
  

Preferred Qualifications:

• Familiarity with banking products and services


• Bi-lingual in English and Spanish

Interested candidates please send resume in Word format Please reference job code 230844 when responding to this ad.


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Job Snapshot




Employee Type

Contractor



Location

Plano, TX (Onsite)



Job Type

Admin - Clerical, Banking, Biotech



Experience

Not Specified



Date Posted

10/29/2024 Apply Now