Client Migration Support Analyst
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.
You’ll be responsible for:
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
Who We’re Looking For
We’re seeking professionals who are client-obsessed, detail-oriented, and team-driven .
Ideal background includes:
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
Prior exposure to account migrations, conversions, or service transfers (preferred)
Skills That Will Set You Apart
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
Schedule & Training Details
Work Schedule:
Start times fall between 3:00 AM – 7:00 AM CST
(Most demand is currently for earlier start times. Flexibility is required.)Training Schedule:
Training will begin between 5:00 AM – 9:00 AM CST
Schedules are assigned based on regional workload and business needs.
Why This Role
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
If you’re someone who takes pride in precision, thrives in fast-paced environments, and enjoys being the trusted point of contact for clients— this role was built for you .
?? Apply today and help bring confidence, clarity, and care to every client transition.
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