Client Migration Support Analyst

Silicon Valley Technical StaffingMaitland, FL
3hOnsite

About The Position

Client Migration Support Analyst ?? 100% In-Office | Financial Services Environment Be the Trusted Connection During High-Impact Client Transitions SVS Group is partnering with a well-known global financial institution to support a large-scale client migration initiative—and we’re looking for detail-driven, relationship-focused professionals to join the team. This role is ideal for individuals who thrive in high-touch client support , enjoy solving problems, and take pride in delivering white-glove service during critical account transitions. What You’ll Be Doing As a Migration Support Analyst , you’ll play a key role in ensuring a smooth, accurate, and positive experience for high-value clients as their accounts move from one platform to another.

Requirements

  • 5+ years of experience as a: Junior Banker, Relationship Specialist, High-level Call Center Professional
  • Experience supporting high-net-worth or premium clients
  • Strong familiarity with banking or financial services environments

Nice To Haves

  • Prior exposure to account migrations, conversions, or service transfers (preferred)
  • High-touch relationship management & white-glove service
  • Strong verbal and written communication
  • Analytical thinking and lateral problem-solving
  • Ability to simplify and explain complex processes
  • Attention to detail with consistent, reliable execution
  • Confidence in negotiation and dispute resolution
  • Collaborative mindset with strong stakeholder communication
  • Proactive, hands-on approach to work

Responsibilities

  • Supporting client account creation and service transfers
  • Performing manual data entry and validation during migrations
  • Coordinating and collecting required client documentation
  • Acting as a Relationship Specialist —providing high-touch, white-glove service
  • Conducting client outreach via phone, email, and scheduled conversations
  • Creating and following client communication scripts and criteria
  • Providing Level 1 triage and post-conversion support
  • Partnering with internal bank teams to identify, escalate, and resolve issues
  • Tracking requests and activities through completion
  • Supporting surge activity forecasting and reporting
  • Assisting training teams with insights to help build client-facing materials

Benefits

  • Be part of a high-visibility financial services initiative
  • Work in a structured, professional, and collaborative environment
  • Deliver premium service to valued clients during key transitions
  • Gain exposure to enterprise-level banking operations and migrations
  • Join SVS Group’s network supporting top-tier organizations
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service