Client Services Representative

• Assist in analyzing business requirements and creating specifications for IT projects.
• Support the implementation of IT solutions, ensuring alignment with the Bank’s needs and banking standards.
• Work closely with other IT teams, stakeholders, and business units to align processes with ITIL best practices.
• Participate in testing and validating software applications and systems integrations.
• Contribute to documentation efforts, including workflows, procedures, guidelines, user manuals and training materials.
• Participate in the analysis of processes to identify inefficiencies and opportunities for automation and improvement leveraging the use IT Governance tools to improve process efficiency.
• Work closely with senior consultants and team members to develop project plans and timelines.

IT Consultant – Banking Sector, Client Services

• Manage IRIS ticket workflows : ensuring timely resolution, appropriate follow‑up, and clear communication with cross‑functional teams.
• Execute User ID change management : including access setup, modifications, and deactivation to maintain accurate permissions and security compliance.
• Lead onboarding of clients using the Unify Checkout platform : ensuring all setup steps, configuration inputs, and validation processes are completed accurately.
• Utilize the Circana Scoping Tool : to support client setup needs, data mapping, and requirement documentation.
• Perform daily model validation QC : identifying anomalies, confirming accuracy of data outputs, and escalating discrepancies to technical partners as needed.
• Collaborate with internal partners: across Operations, Product, Engineering, and Client Service to resolve issues, clarify requirements, and align on process improvements.
• Contribute to continuous improvement : identifying inefficiencies and recommending enhancements to processes, documentation, and tools.
• Support stakeholders and the Sam’s Club account team : providing updates, insights, and operational status to ensure transparency and readiness.

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IT Consultant – Banking Sector, Client Services

Retail Client Service Operations Specialist