Client Migration - Specialist Dicetek LLC

· Ability to call the customers and educate them for new online portals. · Ability to understand migration approach and schedules. · Ability to work collaboratively within a team environment to meet aggressive goals and pre-defined measurement criteria. · Supporting Business Leads with schedule tracking. · Act as a liaison between the Business Unit and the IT team on large and/or complex technical projects, often requiring coordination of multiple functional areas. · Scan documents & Safely store Originals until completion of set-up. · Send Application for Signature Verification to CCS/RM · Original Application (Upon completion) forms to be dispatched to Record Management Team for archival. · Contact clients to complete on-boarding forms and other documentation. · Validate completeness of documentation submitted by clients. · Setup clients on channels including user access and permissions. · Send user credentials and tokens to clients. · Train clients and support clients on how to use channels. · Ensure high quality and efficient processing of new and maintenance requests in bank systems, at minimal errors (first-time-right setup). · Manage the workflow on a day-to-day basis without compromising on the risk and service. · Mange multiple Client Migration Specialists on their BAU activities and report it on regular basis. · Ensure timely and effective communication is maintained with internal customers taking utmost care in protecting the reputation of the bank. · Close liaison with staff from GTB Advisory, Client Services, Channel Support, Relationship Managers, IT Desk, Operations and other relevant stakeholders in the implementation process · Participate in review of client agreements, service standards and service quality to ensure that we meet and exceed the expectations of our clients.