Client Migration Support Analyst

SVS Group
Tampa, FL

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.

Posted 2026-01-02

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