Principal Associate - Client Services - PULSE Network
Core
Serve as a key client liaison and process subject matter expert, managing high-value client relationships and driving operational improvements.
Role type
Senior IC process improvement and client services manager
Builds
Streamlined service delivery and operational improvements for internal business clients
Domain
Financial services / Process Management
Deliverable
dashboards & analysis
Required skills
Process management, client relationship management, data analytics, process documentation, stakeholder collaboration, issue resolution
Preferred skills
Lean, Six Sigma, Business Process Management, Project Management, Compliance or Risk Management experience
Technologies
Microsoft Office, G Suite
Responsibilities
Lead process improvement work and collaborate on larger initiatives; Collect data and use analytics to provide transparency to leadership; Identify and implement process improvements for risk mitigation; Track and resolve process breakdowns; Develop formal process documentation; Act as a subject matter expert to partner with project customers
Seniority
Senior, hands-on IC with leadership capabilities