Associate Client Manager Resume Samples

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K Williamson

Kayley

Williamson

523 Dudley Ford

Philadelphia

+1 (555) 673 0315

523 Dudley Ford

Philadelphia

Phone

p +1 (555) 673 0315

Experience Experience

Phoenix, AZ

Associate Client Manager

Phoenix, AZ

Brakus-Emard

Phoenix, AZ

Associate Client Manager

Develop custom analytical reports and provide technical assistance with rating and underwriting platforms
Provide support to account team and/or client by responding to ad-hoc data requests, answering questions, and providing basic technical support and analysis
Manage daily and monthly valuation workload
Provide technical and direct account service assistance to the servicing team
Assist with client conversions such as a trustee change, valuation frequency change, etc
Perform marketing and billing processes
Work onsite at client’s office (full-time)

Phoenix, AZ

Associate Client Portfolio Manager

Phoenix, AZ

Wisozk-Gleichner

Phoenix, AZ

Associate Client Portfolio Manager

Identify and serve new and existing clients across all channels. The firm has a particular interest in the institutional and annuity channels
Work with the Client Portfolio Manager and our partner firm's distribution team to identify client opportunities, pre-qualify prospects, conduct initial meetings, coordinate follow-ups and organize conferences and road shows
Work with our Client Service Manager to onboard new clients and manage the overall onboarding process on a client-by-client basis
Work to ensure existing clients are maintained and the process for that maintenance is consistent and precise
Work with distribution, legal and compliance, product development and operations to help onboard clients and ensure timely funding of investments
Understand competitor offerings and provide proactive feedback to senior PMs / marketers to provide competitive analysis
Identify and serve new and existing clients across different channels. The firm has a particular interest in growing and maintaining relationships in the broker dealer and private banking channel

present

Detroit, MI

Associate Enterprise Client Manager

Detroit, MI

Altenwerth LLC

present

Detroit, MI

Associate Enterprise Client Manager

present

Ensurs member is maximizing the use of Vizient analytics tools through education and maximization including Marketplace Procure and Vizient LYNX
Handles complaints regarding supplier performance or product performance, handling supplier calls related to member
Responds to CRM targets and documentation (retaining current business) based on members systems
Completes forms for new and ongoing maintenance
Responsible for new member registration, LOCs/LOPs, website navigation training and spend management
Informs Client Executive of any member changes, including culture, personnel, and policies
Integral part of NMI team and leads Affiliated Patron, Affiliate I, and Affiliate II on-boarding

Education Education

Bachelor’s Degree

Ball State University

Bachelor’s Degree

Skills Skills

Highly Proficient in Microsoft Office software and Salesforce
Basic project management skills and ability to manage multiple priorities
Highly Proficient in Microsoft Office software
Strong sense of urgency and accountability to drive client outcomes
Highly proficient & polished communicator, including group presentations & proposal writing to senior level audiences
Highly Proficient in a variety of Software Solutions and Digital Technologies
Highly Proficient in Microsoft Office software / mainly Excel
Project management skills and ability to manage multiple priorities in complex situations
Exposure to Excel Pivot table creation/manipulation
Sales / Marketing background or Sales / Marketing proficiency

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15 Associate Client Manager resume templates

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Associate Client Manager Resume Examples & Samples

Manage daily and monthly valuation workload
Manage monthly, quarterly and annual reporting workload, as required
Provide portfolio return and performance reports, as required
Manage regularly assigned and special reporting projects
Enter external cash flow and STIF factors into PAMS
Provide liquidity management by monitoring available cash versus the stated target
Post total returns to the appropriate module
Document and continually update client procedures and processes
Update client and portfolio information including STIF, account numbers, contacts, etc
Post Disaster Recovery information and client reporting data to the appropriate location
Record any change to data immediately
Reconcile each client account’s STIF balance daily and take appropriate action to resolve discrepancies immediately
Review non-matching Issuer statements monthly and take appropriate action to resolve discrepancies prior to the following month-end
Review non-matching holdings from Trust statements monthly and take appropriate action to resolve discrepancies prior to the following month-end
Help set up new client portfolios and holdings in PAMS
Assist with client conversions such as a trustee change, valuation frequency change, etc
Complete regularly assigned projects accurately and timely
Regularly participate in the completion of special projects
A minimum of 2-years experience with PC based network systems and proficiency with Microsoft Office programs
Accountancy knowledge and skills
Excellent client service (internal and external)
Multi-task oriented (ability to coordinate projects and time management)
Effective teamworking

Associate Client Portfolio Manager Resume Examples & Samples

Identify and serve new and existing clients across all channels. The firm has a particular interest in the institutional and annuity channels
Work with the Client Portfolio Manager and our partner firm's distribution team to identify client opportunities, pre-qualify prospects, conduct initial meetings, coordinate follow-ups and organize conferences and road shows
Work with our Client Service Manager to onboard new clients and manage the overall onboarding process on a client-by-client basis
Work to ensure existing clients are maintained and the process for that maintenance is consistent and precise
Work with distribution, legal and compliance, product development and operations to help onboard clients and ensure timely funding of investments
Understand competitor offerings and provide proactive feedback to senior PMs / marketers to provide competitive analysis
2-5 years in sales or client services preferred
CFA Candidate Preferred

Associate Client Manager Resume Examples & Samples

Entering, managing, and manipulating data in various systems and tools such as EPIC, WillPlace, and Surplus Lines forms/templates
Ability to compile data and information from various sources such as insurance policies, proposals, and insurance binders
Understand and process billings according to requirements and instructions from the local office
Assess and action Surplus Lines filings requirements using appropriate data, forms, templates, and resources
Collaborate and communicate with other client services teams and Shared Service Centers (e.g. the National Accounting Center [NAC], Certificate Issuance Team [Cert Center], Surplus Lines, etc.) to smoothly and efficiently complete joint work/process steps/etc
Maintain performance to client service standards and/or metrics
Associates or higher degree desired
Prior Commercial Property & Casualty (P&C) insurance knowledge is strongly preferred but not required
Demonstrated ability to learn and/or perform complex processes with variable work inputs and outputs is required
Previous work experience in a similar job function or with similar processes is strongly preferred
Experience with financial terminology/concepts or demonstrated financial acumen is desired
Basic to Intermediate level Microsoft Office skills to include email, Word, PowerPoint and Excel
Word capabilities to included use of templates, creation/formatting of headers/footers, and various formatting tools
Excel skill capabilities to include: data entry, formatting and formulas
Exposure to Excel Pivot table creation/manipulation a plus
Superior interpersonal skills for working with colleagues, clients and underwriters
Strong verbal and written communication skills, to include both phone conversation and email writing
Attention to detail and process orientation
Time Management and Organizational Skills
Customer service focus
Problem solving abilities, including critical thinking, research, quantitative skills, creativity
Able and willing to work a flexible work schedule as agreed

Associate Client Manager Resume Examples & Samples

Provide technical and direct account service assistance to the servicing team
Maintain client service standards
Develop custom analytical reports and provide technical assistance with rating and underwriting platforms
Initiate renewal procedures for existing accounts
Maintain insurance records for accounts including writing account summaries, compiling, calculating and coding insurance data, managing information and ensuring profitability
Perform marketing and billing processes
Resolve customer inquiries and problems pertaining to insurance products and services
Bachelors’ degree preferred
Property and Casualty license required within 90 days of employment
Minimum 2 years insurance industry (preferred) or relevant experience and additional education, as well as technical and analytical skill set
Account management experience preferred
Technical knowledge of product area or industry
Knowledge of Insurance and/or Brokerage business
Knowledge of principles and processes of business management
Knowledge of principles and methods involved in promoting and selling services
Personal Computer skills with expert level Excel and MS skills
Interpersonal skills, including relationship-building skills with clients, co-workers and third parties
Verbal and written communication skills
Able to establish and maintain working relationships
Critical Thinking Skills
Organization Skills

Associate Client Portfolio Manager Resume Examples & Samples

Identify and serve new and existing clients across different channels. The firm has a particular interest in growing and maintaining relationships in the broker dealer and private banking channel
Work with the Client Portfolio Managers to identify client opportunities, pre-qualify prospects, help set up initial meetings, coordinate follow-ups, and organize conferences and road shows
Work with our Client Service Manager to onboard new clients and manage the overall onboarding process on a client by client basis

Associate Client Manager Resume Examples & Samples

Independently complete analyses using Nielsen’s proprietary tools and secondary data to develop insights that drive client outcomes
Drive engagement on client and internal Nielsen strategic projects and initiatives
Identify opportunities to collaborate across Nielsen teams and drive sales with clients
Able to maintain positive client relationships in complex situations & resolve client issues
Intermediate project management skills and ability to manage multiple priorities
Related industries include: Consumer Packaged Goods, Retail, Consulting, Information, Sales, Analytics

Associate Client Manager Resume Examples & Samples

Develop and lead client teams through designing, selling, executing and presenting analytic studies to meet clients’ research objectives
Penetrate and establish enduring client relationships with senior decision makers at clients by demonstrating on-going value by driving client outcomes
Ensure pro-active insights and action oriented solutions are delivered to clients
People management, training, development experience preferred
3-6 years’ experience

Associate Client Manager Resume Examples & Samples

Work onsite at client’s office (full-time)
Serve as primary Spectra contact to client associates by answering questions, performing data requests, creating templates for client use, providing training, and managing client projects
Attend client meetings to understand client business objectives, priorities, and opportunities for engagement. Identify and communicate client needs to appropriate account team members
Independently complete analyses using Nielsen’s proprietary tools, primarily Spectra, and secondary data to develop insights that drive client outcomes
Develop expertise and ability to advise clients on marketing plans and industry trends, participating in client discussions and presentations as applicable
Support client needs in a timely and efficient manner demonstrating a sense of urgency, tenacity, and commitment to quality and excellent client service
Identify opportunities to collaborate across Nielsen Services and drive sales with client
Deliver support to account team by responding to ad-hoc data requests, answering questions, and providing basic technical support and analysis
Bachelor's Degree Required; MBA Preferred
Related industries include: Consumer Packaged Goods, Bev Al, Consulting, Information, Sales, Analytics

Associate Client Manager Resume Examples & Samples

Work closely with your manager to assist in the analysis and preparation of client deliverables and answer client questions
Develop mastery of propriety Nielsen tools and metrics, which you will use to help solve your clients most pressing business questions
Able to synthesize data & simplify findings
0-3 years’ experience

Associate Client Manager / Client Manager Resume Examples & Samples

Serve as primary contact cross-functionally and across all levels of the client organization by answering questions, advising on actions to take, performing and presenting data analysis
Present actionable insights in client meetings of 15 – 30 people
Pull and analyze scanner and consumer panel data
Develop and deliver insights to the client, create/maintain reports and templates, manage requisite maintenance activity for custom databases and managing projects independently
Provide training to client users on functionality and use of client database information
Provide support to account team and/or client by responding to ad-hoc data requests, answering questions, providing basic technical support and deep dive data analysis
Support client needs in a timely and efficient manner demonstrating a sense of urgency, tenacity, attention to detail and commitment to quality and excellent client service
3 to 5 years of experience in an analytical role
Consumer Packaged Goods industry experience preferred
Proficiency with Nielsen and/or IRI scanning and panel data strongly preferred
Intermediate technical proficiencies in Microsoft Office software
Strong math and/or analytic skills
Proven problem-solving skills using deductive reasoning, understanding hierarchical relationships and identifying gaps in logic
Experience with Nielsen software tools desired
Strong oral communication and presentation skills
Demonstrated ability to create analytic stories, insights and recommendations from large amounts of data and present them to groups across any level of a client organization
Previous qualitative or quantitative survey data analysis desired
Previous project management experience required
Experience with Nielsen Homescan strongly preferred
LI-LL1

Associate Client Development Manager Resume Examples & Samples

Mastery of “Resource Advisor” online system
Knowledge of the Energy Management Lifecycle (EML) and ability to present across all aspects of the EML
Awareness and knowledge for all services and understanding of the internal subject matter experts
Overall preparedness to move into a Client Development Manager role
Measurement of progress will take place at least on a quarterly basis
Previous sales experience in either the energy industry, service industry or selling to industrial and/or commercial clients; experience and knowledge from working within the energy industry is preferred
Demonstrate ability to perform essential sales activities

Associate Client Manager / Client Manager Resume Examples & Samples

Penetrate and establish enduring client relationships with decision makers at clients by demonstrating on-going value and driving client outcomes
Designing, selling, executing and presenting analytic studies to meet clients’ research objectives
Develop and lead a team responsible for delivering against client commitments
Perform well in consistently changing, learning environment
Skilled & polished communicator, including group presentations & proposal writing
Demonstrated mastery in data analysis & application to client business issues
Able to work collaboratively with internal & external teams
Work in Racine office 3-4 days per week
4-8 years’ experience
Strong analytical aptitude

Associate Client Manager / Client Manager Resume Examples & Samples

Develop expertise and ability to advise industry leading clients on marketing plans and industry trends, participating in client discussions and presentations as applicable
Be accountable for sales goals and identify opportunities to collaborate across Nielsen teams and drive sales with clients
Able to develop and maintain consultative client relationships
Sales background or sales proficiency a plus
Strong proficiency in analyzing sales data and, specifically, panel data a huge plus

Associate Client Development Manager Resume Examples & Samples

“Cold Calls”
Persistence in follow up of leads and movement of prospects through the sales cycle
Interfacing and presenting to all management levels at Fortune 500 companies
Computer literate in a Microsoft Office environment (i.e. Word, Excel, Outlook)

Associate Enterprise Client Manager Resume Examples & Samples

Partners with Client Executives on development of member plan (penetration of contracts) and implementation of new solutions
Operationalizes the business strategy by developing actionable plans or programs for assigned member relationships to optimize value
May lead and direct group of members within a system in complete sales and service activities
May lead and direct NMI activities with new members outside assigned territory (ies)
Acts as NMI lead when IDN incorporates additional acute care facilities at any level
Works within Strategic Account/Large IDN’s customized solutions to ensure maximum value gained through day to day management
Assists with the facilitation and coordination of interface/communications between company and member
Works with the education team to develop proper on-boarding and continuing education to ensure breadth and depth of knowledge related to Supply Chain Services portfolio
Integral part of NMI team and leads Affiliated Patron, Affiliate I, and Affiliate II on-boarding
Ensurs member is maximizing the use of Vizient analytics tools through education and maximization including Marketplace Procure and Vizient LYNX
Informs Client Executive of any member changes, including culture, personnel, and policies
May lead and direct team in support of Vizient Network organization(s)
Responsible for new member registration, LOCs/LOPs, website navigation training and spend management
Follows up on identified opportunities and implementation plan including signing of LOPs/LOCs, identification of sign off of savings, and documenting in savings plan
Executes sign-up activities and handles all documentation after Sales gains agreement
Responds to CRM targets and documentation (retaining current business) based on members systems
Completes forms for new and ongoing maintenance
Handles complaints regarding supplier performance or product performance, handling supplier calls related to member
Handles supplier calls related to member issues
Manages and monitors service levels (response time, resolution, etc.) to members, suppliers and sales executive issues. Provides feedback on service related issues
Partners with others on rollout of new or renewed contracts to ensure timely implementation of changes with members
Keeps abreast of industry trends and regulatory requirements to ensure alignment with
Customer needs
Monitors customer satisfaction and provides suggestions for improvements in service or
Programs

Associate Client Manager Resume Examples & Samples

Work directly with the Senior Client Manager or Producer to provide the best service to our clients
Provides day-to-day service to clients to ensure that their needs are appropriately met
Develops understanding of the clients’ business, strategic priorities, risk strategies and risk management needs and develops innovative approaches to unique client needs
Responsible for the execution of the renewal strategy in accordance with client instructions
Implements and maintains a quality service plan and regular open items reports
Responsible for maintaining quality in all area of client deliverables
Works with Senior Client Manager or Producer to determine the impact of risk solutions
Collaborates with Senior Client Manager or Producer on presentations for existing & prospective clients
Contributes to retention through effective risk solutions and excellence in service
Responsible for managing the claims process – works closely with MRC/claims resources
Completes second review of policy; provides differences and issues back to brokerage
Collects exposure information and underlying coverage
Responsible for managing the invoicing process
Responsible for ongoing service and communication with client, including promoting client/insurer relationship as needed, executing contracted services and communicating to team members, and performing contract reviews retro adjustments and audits
Work closely with MRC to deliver agreed upon services
Collaborates with the Team Leader to determine the appropriate Brokerage Services team
Customize client product brochures & creates & documents compliance forms
Receive and confirm Marketing Plan from Brokerage services. Review/confirm with client
May act as Senior Client Representative on more complex accounts, those worth $150,000 or more on average
Has at least three years of professional work experience
Operates as an individual contributor
Possesses solid insurance brokerage, account management, servicing and sales skills
Possesses good knowledge of client risk issues and Marsh solutions
Possesses effective problem solving and communication skills
Holds a valid Broker’s license and other non-resident licenses where appropriate

Associate Client Manager Resume Examples & Samples

The North American Professional Services (NAPS) manages relationships with Consumer Packaged Goods (CPG) manufacturers and retailers. Examples of clients include Coca-Cola, Johnson & Johnson; Johnson, Kraft Heinz Company, Hershey’s, Procter & Gamble and Unilever, among others
The Associate Client Manager independently complete analyses using Nielsen’s proprietary tools and secondary data to develop insights that drive client outcomes. Develop expertise and ability to advise industry leading clients on marketing plans and industry trends, participating in client discussions and presentations as applicable. Build strong partnerships with clients and internal stakeholders, establishing yourself as a trusted advisor to your clients. Be accountable for sales goals and identify opportunities to collaborate across Nielsen teams and drive sales with clients
Demonstrate a commitment to quality and excellent client service
Provide support to account team and/or client by responding to ad-hoc data requests, answering questions, and providing basic technical support and analysis
Complete consultative projects for the client and adding value beyond being a data provider
Proactively work across key stakeholders at Nielsen to manage client needs
Deliver group training with clients regarding Nielsen software and data basics
Become independent in your interactions with clients and exercise good judgment
Strong math / analytical aptitude
Sales / Marketing background or Sales / Marketing proficiency a plus
Highly Proficient in Microsoft Office software / mainly Excel

Associate Client Development Manager Resume Examples & Samples

Contact prospects via telephone, email and direct mail in order to generate client interest, develop sales opportunities, qualify prospects, and develop new business opportunities with company executives
Meet established quota for outreach activities
Conduct thorough prospect qualifications including the identification of prospects, their roles, decision makers and uncovering the fit/need for Schneider Electric’s services
Using an in-depth understanding of Schneider Electric’s Energy Management Services, communicates the value proposition in a quick, compelling, and effective manner with key decision makers over the telephone
Conduct research to uncover appropriate executive level contacts
Provide first-hand feedback and recommendations on our marketing efforts based on direct experiences with potential clients
Maintain and update the prospect database in SalesForce.com in collaboration with the sales team
Maintain a healthy sales funnel for future growth of our organization
Executive level prospecting/sales experience
Excellent communication, presentation and time management skills
Experience with web research tools and navigation within large organizations to uncover executive level contacts and decision makers
Knowledge of the energy and sustainability industry preferred
Ability to talk, listen and type
Thrive in a team-oriented environment
A displayed passion to make a difference

Associate Client Manager Resume Examples & Samples

Grow, maintain and manage client relationships to identify areas of opportunity
Identify areas of efficiency and automation as it relates to workflow and media process
Partner closely with the on-site team and the Marketing Effectiveness practice area to develop innovative solutions for our client
Assist manager in driving product development and go-to-market strategy across all platforms (online, video, mobile, social) for a major retail client
Leverage a strong understanding of customer insights and media industry including inventory, pricing, marketplace, value of assets/audience, client objectives and product performance to drive client business strategy
BS/BA, MBA preferred
Strong project management skills and experience
2+ years of experience working with media agency, advertiser or ad tech company in a strategic/quantitative/analytical role preferred
Well-versed in emerging industry concepts such as data-driven media, content marketing, social/mobile ad platforms and programmatic selling
Familiarity with 3rd party Online Market Research and Measurement services
Digital advertising execution experience including Search, Social and Display preferred

Associate Client Success Manager Resume Examples & Samples

60% - EXECUTING/CONTROLLING: Acts as an expert in the functional nuances of the CultureNext platforms. Oversees program enrollment and budgets; ensures accurate invoicing to client; manages data sets; manages project/participant inquiries; identifies program opportunities and improvements; maintains standard process documentation for the project team and client; conducts regular client meetings; monitors the project status. Participates in the review of project performance to evaluate progress toward client objectives; ensures all SLAs are tracked, documented and shared with internal/ external teams as needed. Ability to adapt to changing business conditions take initiative and escalate when necessary. Assists and trains others to troubleshoot issues platform
20% - COMMUNICATING: Responsive to client and team needs in a timely and responsible manner. Provides guidance to clients, fields requests, and ensures the services provided and suggested are within contract scope. Fields escalated participant inquiries, resolves issues, interacts with award customer service, and is main point of contact for day-to-day operational support
At least one to three years of general client service / operations management exposure and consultative work with some client interaction preferred
Bachelor’s degree and/or equivalent work experience
Familiarity with operations / client service best practices
Exposure to web based technology and ability to learn quickly and to troubleshoot independently
Ability to manage competing priorities and set client expectations on a daily basis
Able to travel to client meetings as required up to 20%
Knowledge of Office automation products and service level management software/business applications a plus

Associate Client Manager Resume Examples & Samples

Work collaboratively with other Nielsen teams to further develop existing tools and identify revenue opportunities outside of contracted services
Instill a growth culture within your team; hold accountability for your team’s sales goals
Highly proficient & polished communicator, including group presentations & proposal writing to senior level audiences
Relevant experience with statistics, research techniques & experimental design

Client Development Associate Manager Resume Examples & Samples

Consult with clients on their planned pricing strategies and portfolio options
Use proprietary simulation tools to predict the sales from changes in price and assortment before implementation
Analyze various sources of information to compose reports that provide valuable insight into our clients’ planned strategies
Drive project implementation, analysis and delivery to address the individual needs of our clients
Prepares and presents study results to clients
Analytical skills; consultative skills; customer service skills; multi-tasking skills; oral and written communication skills; organizational skills; project management skills, commercial skill
Minimum of 3 years of working experience in a managerial position in consumer research / analytical consulting environment
3 or + years of experience in marketing research
Experience with another language

Associate Client Manager Resume Examples & Samples

Consultative selling with experience across data-driven solutions
Highly Proficient in Microsoft Office software and Salesforce
Strategic sales and business development competency

Associate Client Manager / Client Manager Resume Examples & Samples

Lead and develop a team responsible for delivering against client commitments
Identify opportunities to collaborate across Nielsen teams and uncovers sales opportunities with clients
2-8 years’ experience

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