Location: Plano, TX, United States

Become an integral part of our client operations team, delivering outstanding customer service and support within our service center operations across various products and platforms. This role offers an exciting opportunity to leverage your strategic planning and anti-fraud awareness to ensure smooth operations and safeguard our clients' interests. Your expertise in change management and continuous improvement will be key in optimizing our service center operations. Join us to make a significant impact on our team's performance and the overall client experience.

As a Client Operations Analyst within our team, you will play a pivotal role in enhancing our client onboarding experience and providing comprehensive support across various products and platforms. Your work will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You'll leverage your knowledge of strategic planning and anti-fraud awareness to ensure smooth operations and safeguard our clients' interests. Your ability to manage change, resolve conflicts, and drive continuous improvement will be key in optimizing our service center operations. With your active listening and questioning skills, you'll effectively engage with internal stakeholders and contribute to achieving our short-term operational goals. Your work will have a significant impact on our team's performance and the overall client experience.

Job responsibilities 

• Contribute to the detection and prevention of fraudulent transactions, utilizing anti-fraud awareness strategies to protect both the client and the institution. 
• Support the implementation of automation initiatives, applying knowledge of systems architecture to enhance service center operations. 
• Participate in the change management process, aiding in strategic communications and stakeholder impact mitigation. 
• Utilize active listening and questioning skills to effectively address client inquiries and troubleshoot issues. 

Required qualifications, capabilities, and skills 

• Baseline knowledge or equivalent expertise in client service operations 
• Demonstrated ability to apply strategic planning principles in a business context, with a focus on resource allocation and long-term goal setting. 
• Familiarity with anti-fraud strategies and their implementation in a banking or financial service environment. 
• Experience with basic systems architecture and automation technologies, with an emphasis on their application in operational optimization. 
• Proficiency in active listening and questioning techniques, with the ability to use these skills to effectively address client inquiries and troubleshoot issues. 

Preferred qualifications, capabilities, and skills 

• Experience in managing client relationships and resolving operational challenges. 
• Strong analytical skills to assess and improve operational processes. 
• Excellent communication skills to effectively interact with clients and team members. 

Enhance client onboarding and provide comprehensive support across various products and platforms.