Client Analyst Resume Samples
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Client Analyst Resume Samples
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JK
J Koch
Jackeline
Koch
12716 Kerluke Isle
San Francisco
CA
+1 (555) 372 6377
12716 Kerluke Isle
San Francisco
CA
Phone
p
+1 (555) 372 6377
Experience
Experience
Philadelphia, PA
Client Analyst
Philadelphia, PA
Parisian Group
Philadelphia, PA
Client Analyst
- Demonstrate a working knowledge of MS Office Suite and a strong aptitude for PC and internet usage. (Business performance/Optimizing work processes)
- Quality conscience with an emphasis on details (Business performance/Optimizing work processes)
- Execute custom performance reporting
- Assist in the production and development of business plans for the relevant team
- Handle new business issuance follow-up items, mid-term changes while also cross/up selling existing accounts (Business performance/optimizing work processes)
- Develop training materials and provide P2P training to our internal and external clients
- Work closely with Client Service Managers in support of a number of assigned relationships from a client service stand point
Detroit, MI
Ap Client Analyst
Detroit, MI
Mueller Group
Detroit, MI
Ap Client Analyst
- Competitive Total Rewards package combined with development opportunitie
- Responsible for incoming and outgoing mails. This includes receiving, sorting, delivering and sending of mail
- Ensure accurate and timely processing of vendor’s invoices
- Prep invoices for scanning
- Resolve issues and problems with vendor invoices and the related accounting matters,
- Posting of invoices to ensure timely payment to vendors
- Practice within customer services area,
present
Houston, TX
Eur-client Analyst
Houston, TX
Zulauf, Rau and Swaniawski
present
Houston, TX
Eur-client Analyst
present
- Identify invoice workflow enhancement and process essential for the department’s success
- Competitive benefits package combined with development opportunities
- Contacts with buyers, vendors, controls and analysis and the continuous improvements teams to solve problems,
- Contacts with buyers, vendors, controls and analysis and the continuous improvements teams to solve problems
- Identify invoice workflow enhancement and process essential for the department’s success,
- Competitive benefits package combined with development opportunities,
- Resolve issues and problems with vendor invoices and the related accounting matters
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of California, Santa Barbara
Bachelor’s Degree in Business
Skills
Skills
- Knowledgeable on renewal processing – review client’s account and present renewal packages
- Good organizational skills and ability to work independently
- Strong academic credentials, coupled with (or willingness to pursue) a relevant professional qualification, e.g. CFA
- Knowledge of computer terminology; Strong computer skills
- Good written/verbal communication skills and the ability to communicate with both technical and non-technical personnel
- Ability to take initiative to meet challenges with resourcefulness and new innovative approaches while maintaining a high level of quality
- Basic knowledge of P&C industry and products (Business performance/business acumen & optimizing work processes)
- Quality conscience with an emphasis on details (Business performance/Optimizing work processes)
- Good business knowledge
- Demonstrate a working knowledge of MS Office Suite and a strong aptitude for PC and internet usage. (Business performance/Optimizing work processes)
15 Client Analyst resume templates
Read our complete resume writing guides
1
Senior Know Your Client Analyst Resume Examples & Samples
- Updating KYC profiles in accordance with the Group Policy, aggregating documents as required obtained from the client / relationship manager and undertaking due diligence,
- Supporting KYC requirements for Global Banking & Markets and Commercial Banking for customers, across multiple business lines, ensuring AML Regulations and HSBC policies and procedures are fully implemented,
- Work in tandem with the QA Analyst, SME, and Team Leader to ensure timely completion of profiles and prioritize workload to meet objectives of the KYC Utility,
- To maintain core standards of behavior at all times
- Provide timely, high quality and flexible KYC and Client identification for clients wishing to do business with HSBC,
- Ensure the KYC escalation policies are followed,
- Ensure that issues are escalated to TLs, SMEs where appropriate,
- Supporting junior analysts in their daily duties,
- Assist with other project requirements as directed by KYC Management,
- Respond efficiently to other “ad hoc” requests for assistance from business and KYC team
- Demonstrable KYC Analyst experience for a large US Financial institution with experience of due diligence of Financial Institutions, Non Bank Financial Institutions and major Corporate clients
- Analytical skills in respect of a wide variety client types, financial institutions, quoted companies, private companies, hedge funds, funds, SPV’s and partnerships
- Sound knowledge of the wide range, and complex variety, of fund/corporate structures
- Ability to build relationships by communicating, influencing and negotiating effectively with business heads, senior managers, consultants, technical experts across the whole department and business users
2
Client Analyst Resume Examples & Samples
- Support Investment Consultants within the Advisory & Sales unit on account review presentations and performance analysis and general analytical support within defined coverage team
- Demonstrated interest in financial markets and daily market movements
- Able to interpret client needs and contribute towards growth of assets
- Effective communication skills and positive personal impact
- Ability to conduct comprehensive financial analysis when required
- Must be able to collaborate effectively and proactively across the platform and work well as part of a broader team. Considers alternative views and understands the need to collaborate in order to achieve ultimate goals
- Expert level of Excel and PowerPoint knowledge
- High level of understanding of the policies and procedures relating to clients and prospects within the Private Bank in London
3
Know Your Client Analyst Resume Examples & Samples
- Working knowledge of AML, regulatory compliance and controls within the banking and financial services industry
- Excellent research and communication skills
- Minimum of a B.A. degree
- Time management skills with the ability to prioritize workload and multi-task
- Strong teamwork, organizational, complex problem resolution and initiation
- Sound judgment, keen sense of urgency, and high level of professional and personal integrity
4
Ap Client Analyst Resume Examples & Samples
- Resolve issues and problems with vendor invoices and the related accounting and post those invoices to ensure timely payments to vendors
- Enter invoice data (e.g., vendor invoices, excel spreadsheets, Direct Cover Sheets) into SAP and DBS accounts payable systems
- Fulfill research requests and respond to internal or external customer inquiries
- Ability to multi-task in a fast paced, high volume environment
- Problem analysis and solving; exercises good judgment
- Strong follow-up skills
- Drives process improvement: analyzes business processes and develops solutions that will improve performance and results
5
Private Wealth Client Analyst Resume Examples & Samples
- Demonstrate mastery of the following systems: Trust Desk, ORS system, CRD Trading, Portal Applications
- Execute securities trading (mutual funds/submitting fixed income orders/equities)
- Clear overdrafts as necessary
- Run client statements and tax reports
- Serve as telephone back-up to senior members of team
- Prepare custom reports when required
- Order NFA analysis
- Execute custom performance reporting
- Coordinate business development efforts/events (as relevant)
- Under direction of supervisor; may delegate work to Administrative Coordinator as appropriate
- Show commitment and dependability to get the job done with a positive attitude
6
Eur Client Analyst Resume Examples & Samples
- Prepare correspondence (e.g., letters, memos) for internal and external communication
- Analyze documents (e.g., exception invoices, open purchase orders) using system information and existing KO guidelines in order to maintain accurate financial accounting and ensure timely payment to suppliers
- Drives process improvement: analyzes business processes and develops solutions that will improve
- Performance and results
7
Assistant Client Analyst Resume Examples & Samples
- Bachelor’s degree required; a major in Math, Economics, or Finance a plus
- High proficiency in desktop computer applications including Microsoft Word, Outlook, PowerPoint and Advanced MS Excel acumen required
- Outstanding organizational, verbal, and written communication skills
- Life & Health Insurance License a plus (required after 1 year of service)
- Basic understanding of medical and non-medical overages preferred
- Continually improves knowledge and skill proficiency
8
Assistant Client Analyst Resume Examples & Samples
- Manipulate and organize data as needed for financial analysis, client reporting, and forecasting
- Help author and structure client deliverables; including communications, spreadsheets and presentations
- Ensure that transactional activities are processed in accordance with standard operating procedures
- Coordinate completion and peer review Monthly and Quarterly Dashboard Reports with HCP Support Team (Mumbai) with strict adherence to stated deadlines set by Service Team
- Prepare client specific benchmarking reports in power point and excel on plan design and prevalence of employee benefits with a understanding of specific criteria such as employer size, industry, geography and/or plan types
- Acquire on-the-job knowledge of industry concepts and approaches to Employee Benefits
- Develop strong working relationship with assigned Service Teams
- All other duties and project work as assigned
- Manage all Epic accounting and reporting responsibilities for the team
- Bachelor’s degree required; a major in Math, Economics, or Risk Management
- Life & Health Insurance License a plus (required after six months of service)
9
Client Analyst Resume Examples & Samples
- BA in Finance or related field
- Experience supporting Relationship Manager, Sales, or working in an operation middle office or client facing support function
- 1-3 Years of experience in Financial Services industry
10
Private Banking Client Analyst Resume Examples & Samples
- Business development activities
- Assist Relationship Managers with advisory and sales activities to create the franchise (e.g. client book development, investment proposals, and sales initiatives)
- Define and create tailored client and prospect presentations/pitch documents by liaising with the respective Relationship Manager and co-ordinate pitch teams to establish relevant and compliant content
- Research new prospects in conjunction with Relationship Managers and the Client Acquisition Group
- Assist in the production and development of business plans for the relevant team
11
My Client Analyst Resume Examples & Samples
- Respond to all queries and act as a first point of contact for client related issues
- Provide assistance and training on the functionality and navigation of a new software application
- Conduct a preliminary analysis of the problem, provide details, explain discrepancies and escalate unresolved issues to senior staff
- Assist in identifying root causes and trends to avoid re-occurrence
- Identify problems, extract information and perform analyses to identify and correct issues
- Review and respond to all requests received by telephone or by email
- Work with senior staff to develop and maintain statistical reporting and issue logs
12
Junior Client Analyst Resume Examples & Samples
- Conduct workshops with Relationship Managers and Assistant Relationship Managers to collect or validate client data
- Analysis and systematic arrangement of the client data in data maintenance application
- Interact with multiple operations team within Private Banking segment to validate data integrity against document repository
- Support Client Data Management team in executing Client Data Request
- Team player, understands the importance of collaboration and is committed to service delivery excellence
- Excellent attention to detail & controls, and can grasp new ideas and concepts quickly
- Competent in MS Office tools, particularly MS Excel, MS Words, MS Access & MS ppt
- Experience in Private Banking operations preferred
13
Client Analyst Resume Examples & Samples
- 2+ years of experience in a Client Analyst role
- Good business knowledge
- Working knowledge of on-boarding and the products that are utilized
- Previous experience working within the Financial Services background
14
Private Wealth Senior Client Analyst Resume Examples & Samples
- High Net Worth Clients
- Atlantic Trust Specialists (Wealth, Investment, Trust)
- Bachelor’s degree or 3-5 years’ experience in trust and/or investments
- Mastery of TrustDesk, ORS systems, CRD Trading, Portal Applications
- Proficient with Microsoft Word, Outlook, Excel and Power Point
- Knowledge of capital markets
- Capability to work without direction
- Strong interpersonal and verbal communication skills with the ability to use these skills to communicate with high net worth clients and colleagues
- Strong organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities
- Ability to apply what is learned about systems and processes to new situations with proficiency
15
A/p Client Analyst Resume Examples & Samples
- Enter invoice data, validate and process (e.g., vendor invoices, excel spreadsheets, Direct Cover Sheets, I-docs error resolution, etc.) into SAP and OCR accounts payable systems
- Influence internal and external clients to take desired actions by using techniques appropriate to the situation
- Provide perspective and advice on the practices and internal controls to minimize financial risk to The Company
- Serve as a consultant and subject matter expert to clients regarding business policies, procedures, processes and measures that drive the implementation of business strategies
- Analyze documents (e.g., exception invoices, open purchase orders, I-docs) using system information and existing KO guidelines in order to maintain accurate financial accounting and ensure timely payment to suppliers
- Protect information provided in confidence from outside sources and ensure this information is not disseminated to those not directly involved
- Order Management: Ability to match invoices and POs and process through the KO system. Knowledge of Accounts Payable and procurement practices within the KO system
- Attention to Detail: Accomplishing tasks by considering all areas involved, no matter how small: showing concern for all aspects of the job, accurately checking processes and tasks
- Invoice Review: Knowledge of information required for invoices; including the ability to review and reconcile vendor invoices in order to confirm invoice accuracy or invoice error
- Business Etiquette: Ability to communicate with others, via telephone, e-mail or in person, in a professional and helpful manner while simultaneously building credibility and rapport. This includes the ability to understand, be diplomatic and tactful, demonstrate appropriate behavior in social situations and maintain composure in negative circumstances in order to achieve results
- Process Improvement: Ability to collaborate cross-functionally and coordinate efforts around process improvement. Ability to analyze business processes and develop systems-based solutions that will improve current state
- Determining Financial Impact: Understanding the financial consequences of decisions; understanding economic value for the system; acting as an owner of the business and making decisions that ensure long-term value
- This position is responsible for analyzing and resolving invoice processing issues that kick out from the invoice process workflow. This includes I-docs and feeder systems. The position interacts with buyers, the process improvement team, vendor management team and internal and external clients to solve problems, provide subject matter expertise and ensure timely payment of The Company's vendor invoices. The Accounts Payable Exception Analyst provides assistance and information to internal and external clients to jointly enable efficient finance and/or accounting work processes and influence internal and external clients to take desired actions by using techniques appropriate to the situation
- Complete understand and knowledge of accounts payable and procurement process including automated 3-way match process
16
Know Your Client Analyst Resume Examples & Samples
- Bachelor's degree, preferably in Banking
- More than 10 years of experience in FI and KYC/client onboarding area
- Detailed and analytical
- Good communication skills, both spoken and written
- Process and Project Management experience will be added advantage
17
Client Analyst Resume Examples & Samples
- 3-5 years of work experience in management consulting or finance
- Experience working with Excel, Word, and PowerPoint
- Data-oriented
- Experience with CRM and financial reporting systems
- Experience with Access and SharePoint
- Experience in a Capital Markets or Sales organizations
18
Client Analyst Resume Examples & Samples
- Develop integrated supply chain processes and metrics in order to increase speed-to-market and deliver cost-effective products and services to customers
- Identify and recommend improvements to supply chain metrics and performance standards using research, supplier relationships, industry knowledge and best practices in order to secure benefits for the KO system, suppliers, and/or the customer (e.g. cost savings, new technologies and innovations, operating efficiencies)
- Develop communication protocol using input from stakeholders, Senior Management and project teams in order to ensure clear understanding of project scope, objectives, performance and changes
- Establish linkages (e.g. supplier, client, and customer) through EDI, eBusiness, digital technologies and automated systems in order to increase speed-to-market, improve productivity, enhance communications, expand reach and localize services
- Assist with the definition of new product specifications by participating in cross-functional design sessions in order to enhance quality and performance of innovation
- Provide input to software implementations by using subject matter expertise in order to improve capabilities of existing software and ensure that software meets performance requirements
- Develop and implement decision support tools in order to effectively manage network operations
- Extract, analyze and report mainframes/system data in order to improve supply chain efficiencies using Company sponsored software (e.g. Showcase, DBS, SAP, JD Edwards, Excel, and Access)
- Computer Modeling: knowledge of statistical and mathematical computer programs and modeling techniques. Ability to apply and analyze large amounts of data for developing projections and estimates
- Process Management: Knowledge of the ability to apply skills in benchmarking and process mapping techniques across a supply chain (includes internal and/or third party entities)
- Current Business Conditions: Knowledge of current business conditions/external environment as it impacts The Coca-Cola system
- Business Activity Process: Ability to establish and define processes, and continuously monitor and improve processes to facilitate the execution of business activities
- Process Improvement: Ability to collaborate cross-functionally and coordinate efforts around process improvement. Ability to analyze business processes and develop system-based solutions that will improve current state
- Cost Modeling: Ability to model various business scenarios and analyze resulting costs in order to identify least cost option
- Advanced Microsoft Excel and Access
19
Client Analyst Resume Examples & Samples
- Generating, updating, and maintaining client performance reporting - performance of mutual funds, proprietary Atlantic Trust funds, alternative investments; asset allocation snapshots/transitions; total portfolio performance
- B.A. or B.S. degree. Accounting, finance, economics majors preferred
- Knowledge of MS Office Productivity suite – particularly Excel
- Quantitative reasoning and ability to work with and manipulate quantitative data
- Thorough attention to detail. Reports are directly client-facing
20
Client Analyst Resume Examples & Samples
- Acting as the primary operations contact point for Traders
- Ensuring the complete and accurate capture of all transactions
- Liaising with different support teams for the escalation and remediation of daily issues encountered
- Providing data analysis and reconciliations
- Conducting root cause analysis to identify the source of problems
- Conducting risk and issue identification and clear articulation of both the problem and impact
- Carrying out process analysis and documentation for process flows, controls and key operating procedures
- Documenting requirements, managing the documentation of requirements by other team members and ensuring these are adequate for technology to start the design and build of solution enhancements
21
Client Analyst Resume Examples & Samples
- Experience in relationship management
- Experience with manager due diligence, portfolio construction, implementing investment strategy, etc
- Ability to develop new leads and ask for referrals to enrich pipeline of new business opportunities
- Competent and comfortable with a wide range of investment products, (ex hedge funds, private equity, venture capital, real estate)
- Comes to the team with a core competency
- Comfortable presenting to groups and one-on-one clients
- Experience with defined contribution and defined benefit clients
- Back up with some of the Sales Assistant task when warranted
- 3-5 years related industry experience
- Series 7 and 63/66 registered
- Ability to communicate with clients regarding products presented by CA and firm's administrative procedures
- Ability to support the CA’s sales activities with minimal oversight
22
Client Analyst Resume Examples & Samples
- Investigating and resolving queries relating to exception items during the trade life cycle and corporate action events
- Managing the on-boarding process for new clients
- Documenting client communication using Opal
- Managing reporting and analysis
- Ensuring that risk issues are identified, escalated and where possible self managed
- Fostering strong relationships with external clients and global partners
23
Eur-client Analyst Resume Examples & Samples
- Resolve issues and problems with vendor invoices and the related accounting matters
- Analyze documents (e.g. exception invoices, open purchase orders, etc.) using system information and existing Coca-Cola guidelines in order to maintain accurate financial accounting and ensure timely payment to suppliers
- Design, document, and update as required departmental procedures by consulting with appropriate stakeholders in order to facilitate internal efficiencies
- At least 1-2 years of experience in an Accounts Payable/Procurement environment where you gained a good understanding of the related processes, preferably in an international/matrix organization
- Practical experience within a customer services area
24
Client Analyst Resume Examples & Samples
- Establish and maintain communication services across business units or from the project team to the organization
- Maintain the storage and retrieval of all project communications data and business metrics
- Review contracts, cost proposals and contract supplements
- Set up project and work breakdown structures
- Establish and document business processes
- Track project budgets and expenditures, monitor transaction controls and costs against budgets
- Knowledge of business and management principles involved in strategic planning, resource allocation and production methods
- Ability to apply accounting and mathematical principles to work as needed
- Ability to analyze business trends and project future revenues and expenses
- Previous experience with computer applications, such as Microsoft Word and Excel
- Bachelor's degree in business management, economics, finance, human resources or relevant field required
- 0-2 years related experience required
25
Client Analyst Resume Examples & Samples
- 1+ year of Client Analysis experience
- Corporate Trust experience
- Solid research and analytical skills
26
A/p Client Analyst Resume Examples & Samples
- Enter invoice data, validate and process(e.g., vendor invoices, excel spreadsheets, Direct Cover Sheets, I-docs errorresolution, etc.) into SAP and OCR accounts payable systems
- Fulfill research requests and respond to internal or externalcustomer inquiries
- Provide perspective and advice on the practices andinternal controls to minimize financial risk to The Company
- Analyze documents (e.g., exception invoices, open purchaseorders, I-docs) using system information and existing KO guidelines in order to maintain accurate financial accounting and ensure timely payment to suppliers
- Design, document, and update as required departmental procedures byconsulting with appropriate stakeholders in order to facilitate internal efficiencies
27
Client Analyst Resume Examples & Samples
- Develop training materials and provide P2P training to our internal and external clients
- Create e-learning training/videos utilizing Articulate software
- Develop trusted business partnerships with clients by understanding their business needs to ensure compliance with policies and procedures while promoting long-term relationships
- Resolve issues and problems with vendor invoices and the related accounting
- Provide assistance and information to internal and external clients to jointly enable efficient finance and/or accounting work processes
- Provide perspective and advice on the practices and internal controls to minimize financial risk to The Coca-Cola Company
- Design and document departmental procedures by consulting with appropriate stakeholders in order to facilitate internal efficiencies
- Ensure global standardization and maintain AP related content on the SharePoint site and Coca-Cola Connect
28
Junior Client Analyst Resume Examples & Samples
- Design and manage financial reporting deliverables for Willis Clients with a strict adherence to stated deadlines, including but not limited to
- High proficiency in desktop computer applications including Microsoft Word, Outlook, Powerpoint and Advanced MS Excel acumen required
- Basic understanding of fully insured and partial self-funding preferred
- Takes responsibility for own development needs
29
Senior Regional Client Analyst Resume Examples & Samples
- Bachelor's degree in Business Administration, Finance, Economics, or similar discipline
- Minimum 2 years’ experience in analyst role, preferably in Business Development, Account Management and/or Marketing
- Strong technical competency in Excel, experience with CRM systems (particularly SFDC) a plus
- Demonstrated ability to think critically to solve problems and create analysis based on incomplete information
- Good communication skills--both verbal and written
- Creativity and sound judgment in decision making--should have adaptive skills and a flexible mindset
- Capable of mastering and reacting to the pace of the business, quick thinker and implementer with a high sense of urgency
- Ability to successfully manage multiple priorities and projects to on-time delivery; also to manage and coordinate inputs from multiple sources
- Results driven, excellent attention to detail, with strong analytical and follow-up skills
30
Client Analyst Resume Examples & Samples
- Demonstrate mastery of the following systems: Trust Desk, ORS system, Portal Applications
- Prepare materials for client meeting books
- Prepare custom reports
- Maintain awareness of current capital market events
- Execute work flow accurately and efficiently per guidelines and training
- Collaborate with your team members with the singular goal of providing excellent client service
- Fulfill all regulatory, compliance and fiduciary requirements
31
Ap Client Analyst Resume Examples & Samples
- Responsible for incoming and outgoing mails. This includes receiving, sorting, delivering and sending of mail
- Prep invoices for scanning
- Scan paper Invoices
- Validate scanned invoices to ensure data was captured accurately in SAP
- Ensure accurate and timely processing of vendor’s invoices
- Verify that invoices comply with financial policies and procedures. Ensure that appropriate authorization, correct coding, and adequate supporting documentation are included in accordance with company policy
- Protect information provided in confidence from outside sources (bottlers and other business partners) and ensure this information is not disseminated to those not directly involved
- Being part of a team with a great spirit and energy
- Growing you career within AP team
- Possibility to extend your experience in Operational Excellence processes
- Support and guidance from the Supervisor whenever needed
- Ability to analyse business processes and develop solutions that will improve current state. Good organizational skills and ability to work independently
32
Client Analyst Resume Examples & Samples
- Work closely with Client Service Managers in support of a number of assigned relationships from a client service stand point, pro-actively monitoring service delivery
- Respond to day-to-day client-initiated questions including ad-hoc service and operational enquiries
- Conduct analysis, initiate research, and respond to enquiries on a wide range of topics, sometimes under significant time pressure
- Collaborate with other CSG teams as well as other parts of the firm, identifying internal experts to respond to client issues in a timely manner
- Work with Global Relationship Group to gain an understanding of client intent to ensure that the agreed deliverables are met
- Exceptional project management/organizational skills with a strong detail-orientation, including the ability to follow through, multi-task, be consistently responsive, and manage changing priorities while meeting often strict deadlines
- Sound business judgement, problem-solving skills and intellectual curiosity
- Strong interpersonal and verbal/written communication skills and the ability to express oneself in both individual and group settings are a must
- Positive and pro-active attitude, flexibility, and a sense of humor
- Ability to work collaboratively with diverse individuals from our clients and global offices
- Fluency in spoken and written Mandarin and Cantonese language is required
- A college degree is required and a CFA/MBA/Masters in Finance (or progress towards these qualifications) is preferred
33
Know Your Client Analyst Resume Examples & Samples
- 2+ years of Know Your Client (KYC) experience
- Understanding of global and applicable local Legal and Regulatory policies and guidelines in connection with RR / EDD and Anti-Money Laundering requirements
- Microsoft Office/Suite proficient (Excel, Word, PowerPoint, etc.)
- 3+ years of experience in client New Client Adoption (NCA) and/or RR / EDD, particularly specializing in Institutional clients
34
MYS Ctsm Kl-know Your Client Analyst Resume Examples & Samples
- Validate the information within the KYC Record and CIP document to ensure completeness and accurate (Company/Entity Formation documents, Ownership, Management, etc.)
- Assist in departmental projects as required
- Experience in control/risk or Compliance (AML/KYC) function (an advantage)
- Knowledge of local regulatory KYC/AML requirements Skills
35
Client Analyst, Commision Management Analyst Resume Examples & Samples
- Act as point of contact for a number of the bank’s priority clients
- Ensure that all client related issues, queries and requests are addressed in an efficient, accurate and timely manner
- Ensure preventative measures are taken where possible or, when required, escalated to the appropriate manager to avoid recurrence of issues
- Build client relationships; proactively establish tailored processes that may improve our services
- Producing and distributing monthly statements to clients
- Producing monthly and weekly reporting
- Resolving client queries
36
Ap Client Analyst Resume Examples & Samples
- Posting of invoices to ensure timely payment to vendors
- Contacts with buyers, vendors, controls and analysis and the continuous improvements teams to solve problems
- Identify invoice workflow enhancement and process essential for the department’s success
- Experience in Shared Service structure
- Possibility to gain experience in Operational Excellence processes
- Competitive benefits package combined with development opportunities
- Great location, close to the city center
- Full time employment
- Confidentiality and ability to work with sensitive data
37
Client Analyst Resume Examples & Samples
- Work closely with GRG in support of a number of assigned relationships from a client service stand point
- Research and respond to day to day client directed questions including ad-hoc service and operational inquiries
- Conduct analysis, initiate investigations, and respond to internal and external ad-hoc inquiries on a wide variety of topics including portfolio and product specific information, investment guidelines, and compliance issues
- Collaborate with other teams, and identify internal experts to respond to client issues in a timely manner
- Develop an understanding of the depth and breadth of Wellington Management’s product offerings
- Demonstrate a good understanding of capital markets and/or investment product, to facilitate comprehension of client inquiries and requests
- Strong academic credentials
- Attention to detail: The ability to not only pull data from the various applications available, but to take a step back and be able to understand whether the data makes sense and consistently produce accurate and timely deliverables
- The ability to work independently, in a fast-paced and team-oriented environment, where priorities change frequently and deadlines are often under significant time pressure
38
FP&A Client Analyst Resume Examples & Samples
- Leading the delivery of FP and A activities that are common across businesses for Client analytics including; planning, performance and returns
- Lead and manage the establishment of the new Client Analytics role. This will involve: i) transition from the current structure to the new structure with centralisation of common FP and A activities, ii) developing and implementing an effective support model for the FP and A Business Partner roles, iii) aligning the interaction model for EMEA ICG activities in the Mumbai CSC
- Client productivity: Work in partnership across Finance and with the Business to understand and improve efficiency and returns. Partner with Finance and Business to drive execution
- Participate in strategic exercises for EMEA ICG working closely with Business including ad-hoc analysis and reporting
- Performance Measurement and Reporting: Pro-actively analysing, investigating, escalating and explaining key movements and trends to Senior Management and FP and A Business Partners
- Support to the business partner roles, particularly the Markets and Securities Services and Banking Finance Heads
- Excellent understanding of EMEA ICG client performance and drivers
- Excellent working knowledge of the EMEA businesses
- Prior experience of working within FP and A or similar function
- Ability to implement initiatives effectively and motivate others to contribute
- Familiarity with Financial Services Industry and/or related business products would be desirable but not essential
39
Client Analyst Resume Examples & Samples
- 1 – 2 years of market research experience at a supplier or media agency
- Bachelor’s degree (Psychology, Economics or Social Sciences preferred)
- Understanding of online advertising technology and branding
- Knowledge of statistical software (SPSS, SAS etc.) a plus
- Track record of managing multiple projects and meeting deadlines
- Strong analytical and critical thinking skills with the ability to tell a story from the data
- The ability to build and maintain internal and external relationships
40
Institutional Client Analyst Resume Examples & Samples
- Understand flow of institutional client life cycle from diligence through to relationship management
- Configure and deliver new client deliverables, maximizing the use of existing processes and tools
- Analyze trends in inquiries to constantly improve service and client deliverables
- Analyze and research client data, market data and related information
- Support sales team in delivering a superior client experience/service to clients and related third parties, including fielding and responding to client inquiries
- Work cross-departmentally to support various projects, including product development and evolution, to ensure institutional client demand and expectations are represented
- BS/BA in business, finance, accounting, economics, or related field
- Keen interest in investment products and, generally, intellectually curious
- Exceptional written and verbal communication skills are essential
- Outstanding work ethic and willingness to contribute broadly to achieve team and company objectives
- Excellent attention to detail, extremely accurate and well organized
41
Client Analyst Resume Examples & Samples
- Research and respond to day to day client (or their agent) directed questions including ad-hoc service and operational inquiries
- Conducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries on a wide variety of topics including portfolio and product specific information, investment guidelines, compliance issues, legal contracts and fees
- Collaborate with other CSG professional teams, identifying internal experts to respond to client issues in a timely manner
- Co-ordination, production and timely delivery (as relevant) of all standard and/or customized client and consultant presentation material including management of internal constituents, to ensure deadlines are met
- Awareness of the account opening, transition management, account restructuring and account closing processes
- Monitor formal service levels to clients based on size, revenue and other criteria
- Capture and maintain client and consultant data in relevant internal systems
- Act as a point of contact for various groups within client and consultant organizations
- Participation in in-house client and consultant meetings and conference calls as appropriate
- Demonstrate a good understanding of capital markets and/or investment product, to facilitate comprehension of client/consultant inquiries and requests
- Strong academic credentials, coupled with (or willingness to pursue) a relevant professional qualification, e.g. CFA
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Client Analyst Intern Resume Examples & Samples
- After an intensive training-on-the-job, you should be able to make an analysis of markets, segments and/or brands. You will prepare (parts of) presentations
- You will be a point of contact for day-to-day questions
- In time you will be presenting results and recommendations based on in-depth market analysis
- Ability to recognize client needs
- Supporting our clients in developing effective Marketing- and Sales strategies
- Overall you will be the left- and righthand of Client Service Executives and in addition be responsible for part of the on-going relationship with our clients
- Business studies in Marketing/Sales or Management
- Understanding of FMCG & Retailer Industry & trends
- Strong interpersonal skills, build relationships internal & external
- Entrepreneurial mindset and strong analytical and presentation skills
- Proficient in use of Microsoft Office tools especially Excel and PowerPoint
- A high level of autonomy and individual responsibility
- Able to work under pressure while remaining accurate, flexible and consistent
- Enjoy working in a dynamic and goal-oriented team
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Institutional Client Analyst Resume Examples & Samples
- Support sales team in delivering a superior client experience/service to clients and related third parties, including fielding and responding to client inquiries; and
- 1-3 years of experience in management consulting or in an investment bank, focusing on product structuring or capital markets
- Securitization experience desired
- Excellent attention to detail, extremely accurate and well organized; and
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Client Analyst Resume Examples & Samples
- A university degree in business, math, engineering, economics, or computer science
- Experience working with SQL (or other DB programming language) and/or Visual Basic
- An exceptionally high attention to detail
- Strong written, verbal and listening skills
- Natural curiosity and an ability to undertake creative exploration
- Flexibility to adapt to changing priorities and confidently juggle multiple tasks
- Project management and facilitation skills
- Strong technical proficiency with Excel, Access and PowerPoint
- Completion of the Canadian Securities Course is advantageous
- Experience within the retail brokerage / financial services industry is an asset
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Institutional Client Analyst Resume Examples & Samples
- Conduct portfolio valuations, performance calculation and analysis; calculation of NAV using appropriate accounting systems for institutional separate accounts
- Support Portfolio Management Group (PMG) and Institutional Client Business group (ICB) regarding investment performance related issues
- Maintain client relationships effectively by supporting ICB in servicing clients
- Maintain BlackRock’s relationship with third parties such as custodian banks, accounting agents, consultants and auditors
- Coordinate with other departments within Business operations, ICB, PMG, Finance, and other business areas on various issues that arise during the course of business
- Participate in the training process of newly hired professionals and interns
- Participate in testing and implementation of the straight-thru-processing research and reconciliation tools
- Assist in conducting and implementing procedures and controls to ensure GIPS, SOX and SOR Audit requirements
- Active participation in departmental/group projects such as automation and process streamlining
- A strong working knowledge of Equity and Fixed Income securities and derivative products
- Daily NAV processing background preferred but not necessary
- Good knowledge of Excel, VBA experience preferred. Knowledge of SQL desirable but not necessary
- An entrepreneurial spirit that is willing to take on additional responsibility quickly
- Excellent analytical and communication skills to enable clear articulation of financial analyses and issues
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A/p Client Analyst Resume Examples & Samples
- Post Accounts Payable documents in SAP in a timely and accurate manner
- Take Basic Accounting decisions
- Prepare payment proposals
- Participate in activities related to Operational Excellence
- Comply with Internal control activities for Accounts Payables process and paymentsensuring all internal control requirements are being accomplished for each payable’s transaction
- Participate in User Acceptance Tests activities of FI-Accounts Payables and payments
- Maintain an effective communication with associates from other units and with external customers to coordinate and execute functions related to Accounts Payable area
- Be the escalation point (Tier 2) from customer service, and be able to investigate and solve issues resulting from those escalations in a timely and accurate manner
- Prepare and communicate indicators and have an active participation in Performance Management Meetings
- Self-motivated to identify ways to increase efficiency and effectiveness of the department
- Adhere to those principles reflected in the Code of Business Conduct
- Determining Financial Impact: Understanding the financial consequences of decisions;understanding economic value for the system; acting as an owner of the business andmaking decisions that ensure long-term value
- Understanding and knowledge of accounts payable and procurement process includingautomated 3-way match process
- Attention to Detail: Accomplishing tasks by considering all areas involved, no matter howsmall; showing concern for all aspects of the job; accurately checking processes and tasks
- Contributing to Team Success: Actively participating as a committed member of a teamand working with other team members to help complete goals and deliverables
- Knowledge of each country´s statutory information required for invoices
- Adaptability/Flexibility: Maintaining effectiveness when experiencing major changes inwork tasks or the work environment; adjusting effectively to work within new work
- Structures, processes, or requirements
- Problem Solving: Be able to proactively search for solutions upon challenges that mayarise on the daily activities or be able to request help to find a proper resolution
- Information Systems Knowledge: Knowledge of SAP or similar ERP used in Finance
- MS Office, Sharepoint and Salesforce
- Operational Excellence and Process Improvement Methodologies (ie. Six Sigma orsimilar)
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Senior Client Analyst Resume Examples & Samples
- 1-2 years’ hands-on experience working with large datasets (e.g., sales data, shopper panel data, transaction data, other types of purchase data)
- Ability to translate analytics into clear, practical findings that can be presented to client teams
- Proven client-facing experience, with demonstrated ability create reports and deliver presentations
- Strong project management skills, able to work on multiple projects simultaneously
- Some computer science and /or programming (SQL) knowledge is helpful (direct programming experience is not required)
- Experience with CPG industry preferred but not required
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Client Analyst Resume Examples & Samples
- Conduct analysis, initiate investigations, and respond to internal and external ad-hoc inquiries on a wide variety of topics including portfolio and product specific information, investment guidelines, compliance issues, legal contracts and fee inquiries
- Co-ordinate production and timely delivery of any materials for operational due diligence meetings to ensure deadlines are met
- Involvement in the account opening, transition management, account restructuring and account closing processes
- Monitor formal service levels to clients based on size, revenue, and other criteria
- Participation in in-house operational due diligence client/consultant meetings and conference calls as appropriate
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Client Analyst Resume Examples & Samples
- Point of contact person for the clients assigned to your base
- Listen to client questions, concerns, or problems for resolution and potential new product development
- Address client concerns and solve problems, providing a high level of customer service
- Troubleshoot and provide technical instructions by identifying and analyzing. Ensure proper resolutions are implemented to resolve the issues and are implemented within stated timeframes. This pertains to issues for your client base as well as for projects assigned for other clients
- Ensure needed changes are completed accurately and within stated timeframes
- Maintains technical product knowledge to keep abreast of updates and changes to the Multi Channel Distribution System (MCDS) by continued product training
- Develop industry knowledge through self-paced training or training made available from emdeon
- Responsible for maintaining obligatory requirements to meet quality system compliance e.g. follow processes and procedures as written; complete documentation accurately and in real time in the project management application
- Document all projects and issues in the client data base
- Participate, with Supervisor’s lead, in periodic client meetings, via the phone, to discuss current activities, client satisfaction, and potential new offerings. Adherence to security policies and procedures
- Other duties as assigned by Supervisor
- Problem solving and business logic skills
- Knowledge of computer terminology; Strong computer skills
- Excellent telephone etiquette
- Relationship-building and interpersonal skills
- Organizational and stress management skills
- Demonstrated ability to work effectively with all organizational levels
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Client Analyst Resume Examples & Samples
- Building client sites (including: benefit plan rules, details, prices, text and documents)
- Testing client sites to ensure proper functionality and quality
- Conducting regression testing to discover software enhancements or needs
- Importing data into our system as needed
- Auditing system data from various sources: produce reports providing summary and details surrounding the audits
- Resolving data discrepancies between bswift and external vendors: insurance carriers, Third Party Administrators, and payroll/HRIS systems
- Assisting with ad hoc client projects as needed and assigned
- Participate in annual open enrollment by assisting with incoming client calls related to healthcare benefits, life benefits, disability plans and other human resource related services as needed
- Participating in classroom style daily training & complete daily quizzes on all bswift system related training material
- Reading all Kaplan Insurance Licensing material provided and completing course-related quizzes on a weekly basis
- Presenting client sites to bswift leadership team
- Good written/verbal communication skills and the ability to communicate with both technical and non-technical personnel
- Ability to listen, clarify and respond well to questions
- Must possess a drive for success and growth within a professional career
- Ability to take initiative to meet challenges with resourcefulness and new innovative approaches while maintaining a high level of quality
- Students actively pursuing a bachelor’s degree with a concentration of business, consulting, technology or related
- Consulting or technically related major
- GPA of 3.0+ (Desired)
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Senior Client Analyst, Field Service Resume Examples & Samples
- Provide reliable and standards-based solutions to user problems according to BMC approved service level agreements
- Provides technical support (level 2 and level 3) and guidance to users
- Performs procurement of hardware, software and other technologies as needed
- Ability to lead individuals and groups
- Monitors work queue and addresses incidents and requests in order of priority insuring that defined service levels are met
- Maintains accurate documentation for all devices consistent with BMC policies and standards
- Produce, review, and update Knowledge articles to be used by the team
- Thoroughly documents each contact with customers, and each step taken toward resolution
- Communicates status of open tickets with impacted end users
- Maintains professional knowledge of current trends and developments in the Information Technology and Healthcare field
- Install, upgrade, and configure network printing, directory structures, rights, security, software, and file services
- Perform software/hardware troubleshooting to isolate and diagnose common problems
- Make field visits as needed to resolve customer issues in a timely manner
- Escalate issues to appropriate on-call resources based on established procedures
- Share technical knowledge with other Tier 1 colleagues
- Attend training session and possibly assist in training workshops
- Participate in team projects as required. Assist in special product-related issues as needed
- Participates in activities to evaluate new technology developments and applications
- Conforms to hospital standards of performance and conduct, including those pertaining to patient rights
- Follows established hospital infection control and safety procedures
- Will require on-call coverage and minimal travel responsibilities
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Client Analyst & Modeler Analyst Resume Examples & Samples
- Sales Insights: Use data driven insights to support and deliver improvements to both sales force productivity and sales force effectiveness. Identifying products and services that are both relevant to the client and a material impact to revenue
- Distribution Insights: Using data to understanding, measuring and improving client experience on digital products
- Model Development: Using cutting edge tools and techniques to develop propensity models, recommendation engines and other analytical products to enable sales and distribution improvements
- Model Deployment: Work with internal technology teams on the implementation of models and insights into products and services
- Partnering: Work closely with other development teams such as Aladdin as well as analytical teams such as PAG to ensure re-use of insights, process and technology
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Know Your Client Analyst Resume Examples & Samples
- Self-initiated and result oriented
- Think logically & innovated
- Judge with common sense & sound base of knowledge
- Minimum of 1-2 years’ experience in related fields, operations, and system is a plus
- Detail oriented and comfortable in learning processes
- Ability to do analytical work / MIS
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AUM Private Client Analyst Resume Examples & Samples
- Manage and administer systems used to track Private Client assets and cash flows for AUM reporting
- Prepare related AUM reports and schedules
- Provide ad hoc and monthly reporting to various business users, including Sales Management, Planning and Analysis, Consultant Relations Group and Compensation Group
- Make and implement recommendations for process and system improvements
- Maturity and integrity are essential attributes as the candidate will be working with very sensitive and confidential data
- PC software application skills and relational databases, including Excel, Word, PowerPoint and Access
- Strong oral communication skills
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Client Analyst Resume Examples & Samples
- Conduct business analysis and process definition workshops and elicit requirements
- Review, analyze and evaluate business systems and user needs to develop an in depth understanding of the clients remarketing processes and their internal systems that support them and how they will integrate
- Write requirements/specifications, process maps, data maps, and more as required for client signoff, engineering, product, training and other groups to ensure alignment on the solution
- Translate business requirements into technical and functional specifications
- Work directly with the client to prepare, adapt, or agree on all specifications provided
- Develop or partner for mockups in order to capture requirements
- Provide in-depth solution presentations, demonstrations and functionality knowledge during the implementation process
- Define and enforce data collection and handle standards on all deliverables to ensure consistency and facilitate downstream processing
- Support User Acceptance Testing cycle by assisting in the resolution of issues, answering questions, and guiding the client through the process. This is in collaboration with project management
- Support training resources in preparation of course materials and delivery of courses both internally and externally
- Occasional travel between client sites and auctions, as well as international travel
- Other relevant duties as assigned
- Client Analysts are expected to
- 5+ years’ experience in business analysis in enterprise software implementations on a global scale
- Highly resourceful, confident under pressure, and professionally resourceful
- Strong understanding of data management plans/client specifications and technical acumen for data entry, data integrations
- Agile Software Development experience
- Self-motivated with a high level of energy and drive for achievement
- Strong communications skills including raising issues and risks appropriately
- Strong understanding of software lifecycle, ability to educate team on practices
- Proficient working will all RMS departments to gather, confirm and execute on client requirements
- Disposition to gain trust, drive change, and lead a team to success
- Expert business analysis skills, problem solving skills and ability to work in a team and collaborative environment
- Proficient with MS Office tools especially Project, Excel, PowerPoint & Visio
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Client Analyst Resume Examples & Samples
- Actively participate in the customer experience team daily scrum activities
- Assist with implementation activities following the established implementation process - Participate in recurring customer calls; assist with producing agendas and meeting minutes
- Evaluate existing processes and/or propose new processes that can ensure or enhance customer satisfaction - Recognize subtle problems with system design or performance and act appropriately to improve the condition, seeking validation of actions in advance as appropriate
- Maintain an attitude of learning - Participate in regional conferences and trade shows - Some overnight travel will be expected
- Maintain implementation materials (checklists, project charters, customer questionnaires, intake forms)
- Receive customer input and gather requirements for report requests or new software functionality
- Respond to unfamiliar, undefined, unexpected, or unstable situations with a professional response
- Serve as a role model of service excellence by supporting a positive customer atmosphere - Field customer questions and route issues to appropriate staff for timely resolution; ensure that help desk policies are followed
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Junior Client Analyst, Markit Share Analysis Resume Examples & Samples
- Daily operational support, including validating client data and maintaining reference data integrity
- Ability to provide bespoke reports to meet client demands
- Supporting the onboarding of new MSA client data to the platform
- Creating, maintaining and upholding best practices in line with our service level agreements
- Internal escalation and management of client communication for service impacting events
- MIS reporting against agreed key risk indicators
- Supporting product development and sales teams in positioning new data products with clients
- Liaising with internal development teams and product groups on bug fixes and enhancements
- Building and maintaining relationships with existing clients
- Candidates are likely to be degree educated
- Mathematic or Financial background
- Database experience, particularly the ability to extract data using SQL
- Solid Excel skills, VBA desirable
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Junior Client Analyst Resume Examples & Samples
- Provide support to Financial Consultants in financial reporting and renewal analysis
- Obtain data from carrier representatives or web portals for benefit plan experience and utilization reporting
- Enter data accurately into pre-established formats for analysis as required; assist in customizing formats as needed
- Gather and analyze benefit plan renewal and; model variances of plan features and costs as directed by Service Team
- Work with Service Team and carriers as directed by manager via telephone, video conferencing and email
- Prepare client specific benchmarking reports in Powerpoint and Excel on plan design and prevalence of employee benefits with a understanding of specific criteria such as employer size, industry, geography and/or plan types
- Prepare marketing results including financial analysis, Geo Access Analysis and Disruption Analysis for self-funded and fully-insured benefit programs as needed
- Contribution modeling
- Comply with Willis Excellence Model (WEM) program
- Acquire on-the-job knowledge of industry concepts and approaches to Employee Benefit
- Develop strong working relationship with assigned Service Team
- Basic understanding of fully insured and self-funding preferred
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FRC Client Analyst Resume Examples & Samples
- Managing the day to day relationship with US FRC Management and Sales
- Liaise with Management, Senior Relationship Managers, Sales & Trading Heads and assist in improving standardised reports, interactive tools, investigation of ad hoc enquiries and analysis for projects as well as IB wide distribution business initiatives
- Translate incoming reporting requirements to actionable insights and organizing the production offshore
- Guide and support the transition from static reporting to online dashboards
- Undertaking bespoke client MI projects (ranging from product specific analysis to self-service tools) owning each project from start to finish
- Collaborating closely with Client Middle Office colleagues to ensure consistency in underlying data and ensuring reporting to the highest standards
- Provide support for existing business critical reporting tasks
- Self starting, with high energy levels
- Being a strong team player, collaborating with local CMT colleagues & across regions, sharing & leveraging ideas & best practices to deliver service of the highest quality and value add
- Building close working relationships across multiple logistic and control functions, IT, data management where activity requires
- Rapidly learning the FRC business as you become a highly proficient service provider
- Partnering with the US and Global FRC Distribution, Trading and Management team to understand & delivery of client data, reporting & analysis needs
- Using combination of technical skills and business knowledge to execute your responsibilities
- Degree level education (preferably in Economics, Accountancy or Finance)
- Technical proficiency in Excel, Business Objects, Access
- Experience in Tableau and MicroStrategy highly desirable
- Excellent time management and organisational skills
- Ability to work in a fast-paced environment and adhere to strict deadlines
- A high level of interest in financial markets, data flow process and management information
- Ability to identify and drive the implementation of process improvement
- Dedicated and loyal team-player
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Senior Client Analyst Resume Examples & Samples
- 5+ years of data analysis experience exploring big data with the express purpose of deriving insightful, marketable output
- Specialized expertise in multivariate data analysis, applying valid statistical methods to test hypotheses and discover patterns and predictors
- Ability to generate both explanatory as well as predictive models using time-series data
- Solid technical proficiency, including experience with relational database environments, and with high powered, industry standard statistical analysis engines such as SAS, R, Python, etc
- Experience managing large-scale quantitative research projects
- Proven ability to generate and gather hypotheses, and the willingness to push boundaries on traditional frameworks and beliefs
- Ability to break down analytic output into digestible product ideas, advisory projects and in the form of concise and insightful communications
- Ability to manage many projects simultaneously and meet deadlines within a high energy, fast paced and evolving environment
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Salesforce DMP Client Analyst Resume Examples & Samples
- Data Analysis and Insights: Apply standard Data Science (DS) packages and solutions to specific clients - guiding clients in their appropriate and timely use with a focus on driving better decisions and capturing business value. Integrate disparate information, data and perspective beyond DS packages to help clients and account team realize the full value of the Salesforce DMP platform. Translate data insights into a story that is both compelling and actionable to impact process and business improvement. Craft compelling, action-oriented guidance for clients and their agencies based on DS insights. Identify opportunities to introduce and trial DS packages that are beyond the client's existing solution footprint. In some cases, work directly with DS to develop custom solutions for clients
- Business Process Analysis and Design: Work directly with clients and their agencies to implement, support and integrate Salesforce DMP technology solutions into their business environments. Document and analyze current state business processes & activities. Benchmark client's digital operations relative to the Salesforce DMP Capability Maturity Model. Design future state business processes to drive engagement, efficiency, effectiveness and business value. Lead workshops to define, prioritize, and roll out process changes required for maximum leverage of Salesforce DMP solutions. Ensure client's business policies are appropriately represented in user guides and playbooks
- Client Engagement: At the direction of the Client Partner, provide support at varying levels of the client (and possibly agency) organization, including interacting with client staff, senior-level decision makers, executives, and front-line employees to develop and explain DS deliverables and implement change initiatives. Develop strong client relationships by building trust, rapport and positive working relationships with client team members
- Building Salesforce DMP: Provide feedback to Product Service and Data Science resources to inform product and service development roadmaps. Contribute thought leadership to the Solutions team geared towards driving maximum business impact for clients
- Ability to multi-task, work in a demanding team environment, understand and be responsive to client needs, work independently and under tight deadlines, and a willingness to take ownership of problems
- A high degree of comfort with ambiguity
- Ability to ask hard questions during workshops and in 1:1 interviews in a manner that drives towards solutions
- Knowledge of agency operations, trading desks, media planning and buying, DMP solutions and relevant industry best practices and KPI's
- Appropriate use of visualizations to tell compelling stories with data is crucial
- Excellent verbal and written communication skills; ability to communicate effectively with different levels of management
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Client Analyst Resume Examples & Samples
- In a service center environment, provide service to existing clients in a variety of ways. ie chat, telephone , email, fax and digital (Business performance/Client relationships)
- Consistently deliver “Best in Class” service (Client relationships/Customer focus)
- Handle new business issuance follow-up items, mid-term changes while also cross/up selling existing accounts (Business performance/optimizing work processes)
- Complete existing client renewal review and present client’s renewal package (Business performance/Client relationships)
- Initiate pro-active activities to retain profitable business (Business performance/optimizing work processes)
- Back-end policy administration handling of new ,existing and renewal business and agency book transfer administration
- Basic knowledge of P&C industry and products (Business performance/business acumen & optimizing work processes)
- Demonstrate underwriting knowledge and philosophy (Business performance/business acumen)
- Basic organizational and analytical skills (Individual performance/Organizational agility)
- Competent written and verbal communication skills (Client relationships/Informing & presentation skills)
- Quality conscience with an emphasis on details (Business performance/Optimizing work processes)
- Basic problem solving skills (Individual performance/problem solving)
- Demonstrate the ability to conduct relationship building and competent interpersonal skills (Team performance/peer relationships)
- Demonstrate a working knowledge of MS Office Suite and a strong aptitude for PC and internet usage. (Business performance/Optimizing work processes)
- Ability to work in a fast-paced and ever-changing environment (individual performance/Dealing with ambiguity)
- Ability to prioritize tasks by urgency and delegate based on inventory (Individual performance/Planning)
- Demonstrates ability to maintain/improve team morale (Team performance/building effective teams)
- Demonstrates the ability to influence team culture (Team performance/building effective teams)
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Client Analyst Resume Examples & Samples
- Work closely with Client Service Managers in support of a number of assigned relationships from a client service stand point
- Respond to day to day client-initiated questions including ad-hoc service and operational inquiries
- Conduct analysis, initiate research, and respond to inquiries on a wide range of topics, sometimes under significant time pressure
- Work with Global Relationship Group to gain an understanding of client intent to ensure that we meet the agreed deliverables
- The Client Analyst will have a minimum 3-5 years of professional experience, with sound investment and capital markets knowledge
- Previous or direct experience supporting client relationships is viewed positively
- Attention to detail, strong organisational and problem-solving skills, and the ability to work collaboratively will be critical to success
- Fluency in spoken and written Korean is required
- A college degree is required and a CFA/MBA/Masters in Finance (or progress towards these qualifications) preferred
- Sound business judgement, strong verbal and written communication skills, and the ability to express oneself in both individual and group settings are a must
