Lead cross-functional transformation of global client service—partnering with Client Service, Technology, Operations, and Business leaders to standardize processes, shift work to higher‑value tasks, deliver agile client‑first solutions, drive comprehensive project plans, and shape the strategy that scales institutional client servicing.
As a Client Service Business Analyst within the Private Bank you will partner with Client Service, Technology, Operations, and Business leaders to improve and standardize global service processes. This individual will help shift service work to higher-value tasks, create agile, client-focused solutions, contribute to comprehensive project planning, support business growth initiatives, and participate in strategy discussions for servicing institutional clients.
The Private Bank Client Service Strategy and Solutions team leads business strategy initiatives and drives core operating model transformations within the Private Bank Client Service Financial Institutions sector, serving Private Equity and Venture Capital clients. We focus on delivering high-impact results that enhance both client and employee experiences, working closely with senior management to define, develop, and implement a wide range of initiatives.
Job responsibilities
- Analyze projects and document business requirements, issues, and end-to-end process flows
- Collect and analyze data and client feedback to develop actionable, data-driven solutions and roadmaps
- Identify gaps in procedures and controls; recommend and implement control/process improvements
- Design and implement process and tool enhancements with partners; scale processes, tools, and procedures to support growth
- Enhance business models, client experience, operational efficiency, and risk/control outcomes
- Plan and manage projects with clear milestones and deliverables; produce materials to drive stakeholder engagement and leadership transparency
- Build strong cross-functional relationships and collaborate across business, technology, and operations (e.g., Treasury Service Support, PLP, Analytics, Controls); contribute to end-to-end strategy for Private Equity servicing
Required qualifications, capabilities, and skills
- Bachelor’s degree required
- 3+ years of business analysis experience
- Strong analytical, organizational, and communication skills
- Ability to resolve project issues and meet deadlines in a fast-paced environment
- Team player with a positive attitude and commitment to high performance
- Experience with process mapping, data analysis, and identifying business opportunities
- Ability to integrate AI-driven solutions into daily workflows
Preferred qualifications, capabilities, and skills
- Financial services experience