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BNY · 1 day ago

Senior Associate, Client Service Data Insights & Analytics

Pittsburgh, PA

Full-time

Onsite

Mid, Senior Level

2+ years exp

BNY is a leading global financial services company influencing nearly 20% of the world’s investible assets. The Senior Associate, Client Service Data Insights and Analytics role focuses on supporting the Enterprise CRM user base through user support, enablement, and training.

Financial Services

Responsibilities

User onboarding & support, issue management and resolution tracking

Conduct routine ECRM user “Office Hours” meetings, giving users an opportunity to ask questions about system functionality, issues, and best practices

Work with subject matter experts and engineering teams to collect information that will be developed into learning modules

Schedule and conduct training programs in support of ECRM platform enablement

Maintain repository of ECRM documents library on SharePoint site

Assist with the remediation of user support requests as escalated by the production support help desk

Qualification

CRM systemsTraining materials developmentMS WordMS ExcelMS PowerPointSharePointJudgementIntellectual curiosityCommunication skillsPresentation skillsCollaboration

Required

Bachelor's degree in business or a related discipline, or equivalent work experience required

2-5 years of experience developing training materials and supporting users working on Customer Relationship Management (CRM) systems or similar technology

Strong communication and presentation skills (both verbal and written); able to articulate complex information in a clear, concise manner

Proficient in MS Word, MS Excel & MS PowerPoint. Experience with SharePoint, Microsoft Dynamics is a plus

Ability to work effectively under pressure with changing priorities and deadlines

Ability to work collaboratively and develop solid working relationships

Intellectual curiosity; desire to constantly learn and continuously improve

Demonstrate excellent judgement and decision making