Client Associate Resume Samples

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R Barton

Reynold

Barton

327 Buckridge Courts

Dallas

+1 (555) 143 3147

327 Buckridge Courts

Dallas

Phone

p +1 (555) 143 3147

Experience Experience

San Francisco, CA

Client Associate

San Francisco, CA

Shields-Botsford

San Francisco, CA

Client Associate

Support all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients
Assist the Client Manager with managing and completing client requests and the recommended actions, as directed by the Client Manager
Assist in the management of the client relationship management system of Ropes Wealth Advisors LLC by engaging in critical data entry, maintenance, and support
Provide coverage and support for other Relationship Managers within Section and Unit/Section Manager as instructed
The preparation of weekly/monthly client service reports for presentation in client service meetings with operations management and the account management team
Execute and complete assigned tasks, as directed by the Client Manager, to ensure each client is served with excellence and sees the value being delivered
Within the group, assist with the preparation and distribution of daily, weekly and monthly MIS for distribution to local and regional senior management

Boston, MA

Private Client Associate

Boston, MA

Schumm Inc

Boston, MA

Private Client Associate

RBC Wealth Management - PH&N Investment Counsel - Regional Manager, Operations
Prospect, network and develop new business opportunities
As part of the Portfolio Management mandate, you will manage all aspects of account opening and obtain and record all client data for account set-up
Conduct administrative duties including proactively assist with client management of appointments and scheduled meetings / calls
Ensure trades are processed accurately and on a timely basis and inputting, checking and reconciling of trades
Interact and network with senior professionals throughout the firm to fuel career success
Partner with team members to accomplish a common goal of providing exceptional service

present

Chicago, IL

Associate Client Onboarding Analyst

Chicago, IL

Brown LLC

present

Chicago, IL

Associate Client Onboarding Analyst

present

Participate in initiatives to improve the client and account management process
Provide assistance in negotiation of contracts, terms and conditions etc., with the support of legal/compliance
Accurate and timely management of his/her own workflows and overall pipeline of open requests
Provide customer service, documentation support and project management /coordination of global account maintenance solutions for global clients
Partner with Accounts Control team to ensure KYC/AML/MiFID and other regulatory reviews on all clients is performed
Populate account opening, market opening, and tax documentation. Ensure all documents are collected, verified and stored, and provide status back to the client
Perform client documentation searches across internal and external sites and compile client profiles

Education Education

Undergraduate Degree in Knowledge

Northeastern University

Undergraduate Degree in Knowledge

Skills Skills

Good professional reputation; commitment to personal integrity and strong character
Good problem-solving ability
Highly organised, with an ability to prioritise work and meet deadlines
Good attention to details
Excellent analytical skills and attention to detail
Attention to detail and strong written and communication skills
Able to work effectively in a fast-paced, detail and deadline-oriented environment
Strong proficiency with Microsoft applications
Proven track record of providing excellent customer service internally and externally
Strong familiarity with non-traditional media solutions, including custom content and conferences

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15 Client Associate resume templates

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Associate, National Client Group Resume Examples & Samples

Supporting, and contributing to idea generation activities through research, analysis of company financial statements as well as industry and market information, and preparation of client presentations
Actively research and provide timely updates on current or target clients and prepare material for, and participate in, relationship development activities such as client presentations
Prepare and/or manage documentation on new client and revenue opportunities for submission to internal decision-making committees
Liaising with internal partners across RBC to ensure the provision of exceptional customer service to the portfolio of clients
On an occasional basis, the incumbent may be required to prepare material for internal sales conferences or analyze quarterly or annual operational performance data for the group to facilitate strategic decision-making initiatives
Strong quantitative, financial and analytical skills with an ability to analyze company financial statements and prepare financial models
Professional oral and written communication skills are an absolute must
Must be skilled at developing concise and presentable power-point presentations
High level of attention to detail in both written and financial work
Well organized and able to set priorities and devote appropriate attention to each assignment

Client Associate Resume Examples & Samples

Good problem-solving ability
Able to manage multiple demands and competing priorities
RBC maintains consistently high credit ratings:S&P: AA-; Moody’s: Aa3; Fitch: AA; DBRS: AA (as ofJanuary 31, 2014)

Associate, Institutional Client Management Resume Examples & Samples

Bachelor's Degree in Finance or related field
Exceptional organizational/finance industry/bank credit/corporate finance/capital solutions based knowledge and skills
Exceptional Excel, PowerPoint, and Word skills, as well as ability to create financial models
Strong communication (written & oral) & collaboration skills, to effectively work with bankers, product partners and clients
Strategic, global, and entrepreneurial mindset

Client Associate Resume Examples & Samples

Strong understanding of the stock market. Including investments, fixed income products, equities, mutual funds, insurance, annuities and retirement plans
Good written, verbal, and inter-personal communication skills
Able to work effectively in a fast-paced, detail and deadline-oriented environment

Client Serving Associate Resume Examples & Samples

A minimum of 5 years of call center and customer service related experience
Ability to successfully support and coordinate simultaneous projects, while exercising good judgment
A passion for customer service and developing people
Ability to take initiative and be self driven
Proficiency in the use of standardized software and hardware applications, including MS Word, Excel, and Lotus Notes
Degree preferred, but not required

Client Serving Associate Resume Examples & Samples

Create and maintain high-level reporting for management review
Collaborate with other Team Leads to define and maintain requirements of the Call Center, and support our various methods of WOTC screenings
Troubleshoot client issues and maintain inbound standards by performing consistent QA on assigned inbound representatives to ensure optimal performance and call center responsiveness at all times
Complete various projects as directed by supervisor
Familiarity with tax-related concepts
The ability to thrive in a team environment
The capacity to work independently and effectively on a variety of tasks at the same time
A commitment to following through effectively on all client requests
2 years of experience desired

CTL Client Associate Resume Examples & Samples

Analysis of commercial real estate cash flow and valuation
Identifies sources of new business, maintaining existing relationships
A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing - desired) and one to two years experience within a commercial real estate lending environment. Preference given to candidates with commercial real estate appraisal experience

Client Associate Resume Examples & Samples

Provide administrative support to designated financial advisor(s)
Process and follow up operational duties linked to new accounts, risk management, funds cashiering, marketing support and order entry, among other
Work closely with the branch operations team and bank service desks on resolving client inquiries
Interface with branch management team as required
Provide marketing support to enhance business development
Bachelor's Degree preferred
3-5 years Securities related experience
Full service brokerage experience preferred
To serve clients and provide operational and administrative support to Financial Advisors
Ability to leverage resources and delegate effectively

Client Associate Resume Examples & Samples

Input data in to financial planning tools
Assist with the preparation of reports and other materials for client meetings
Series 7 and 66 licensed required for Registered CSAs preferred

Client Associate Senior Resume Examples & Samples

Preparing monthly financial reports, evaluating fixed income portfolios and interacting with high-profile clients
Preparing monthly reports including data entry of account activity, calculation of interest accruals and accretion/amortization, and review of compliance guidelines
Interacting with clients requires someone with a friendly, customer-service personality, and who demonstrates proper phone etiquette
Working in a large group requires someone with a high standard of professional behavior, often working in a fast paced sometimes stressful environment while maintaining a humble/respectful positive and enthusiastic demeanor
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, RMA cards, etc.)
Collect appropriate documentation to set up new accounts
Leverage various communication channels to keep in touch with clients (e.g., send out birthday cards, e-mail research newsletters)
Process account service requests and ensure appropriate documentation
Direct incoming phone calls to appropriate team member
Input data into Financial Planning tools
Input orders within appropriate system and complete associated paperwork, if registered
Review daily branch reports and alerts and process accordingly
Assist in the preparation of client reports and other materials for client meeting
Organize logistics of team marketing events, develop and maintain team marketing materials
Maintain contact management systems with up to date key client information
Provide team with up to date calendar including daily, weekly, and monthly activities
Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Senior Financial Advisor or Team Administrator as applicable
Assist with on-boarding new members to the team

Client Associate Resume Examples & Samples

Answer phone calls and take messages
Process travel and expense reports
Schedule appointments for the Sr. Advisors with their clients
Good communication skills are required (verbal and written)
Industry knowledge and licenses are not required

Client Associate Resume Examples & Samples

The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's)
Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's
For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch
Fully or partially paid Undergraduate degree preferred
Strong communication, time management and organizational skills are required. Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position

Reg Client Associate Resume Examples & Samples

Frequent client contact, typically by telephone, but also in-person and by email
Place certain unsolicited orders for designated clients, under FA supervision
Serve as the main point of contact for established clients

Seasonal Client Associate Resume Examples & Samples

Resolving client inquiries and complaints and determining which issues require immediate elevation to the Financial Advisor (FA) or a member of the branch management team
Prospect for new business in addition to prospecting existing clients for new product and service offerings
Determine which clients are most appropriate to contact for specific initiatives & service offerings
Serve as the main point of contact for established clients.Qualifications

Client Associate Resume Examples & Samples

Basic understanding of the stock market, investments and retirement plans
Associate’s degree or Bachelor’s degree
Prior industry experience

Client Associate Resume Examples & Samples

Can perform at a basic or fundamental level in all areas of accountability and function effectively in a fast-paced, professional environment
Goals should reflect and align with the overall business plan of the FA(s) this person supports
Service clients in a pleasant, professional manner. Answer routine questions about their accounts within the established scope of the position's responsibility. Provide information such as account balances and other account-related information.*
Build and maintain a professional rapport with clients.*
Keep FA(s) informed of all important information and activities related to their clients’ accounts and transactions.*

Client Associate Resume Examples & Samples

Previous investment/financial services industry experience
Series 7 and Series 66 licensed preferred
Applicant should also be strong in all Microsoft products to include word, excel, powerpoint, and outlook

Associate, Client Management Resume Examples & Samples

Management of onboarding, renewal and off-boarding requests
Work closely with GBM to capture requirements for new requests and to raise new requests as required. Client Associates should be working with RM’s prior to new request being raised so that they are fully aware of the requirements
Responsible for ensuring all required information is available to ensure the smooth completion of the request e2e, including information required by all downstream functions
Responsible for ensuring all requests are prioritized, resolved within agreed timeframes, work-flow pipeline optimized, priorities identified early and issues escalated accordingly
Be the onboarding SME; developing a detailed understanding of the clients, Onboarding functions, system, process and procedures in order to advise the Business, Clients and near shore Case Managers
Own and orchestrate to completion cross-border request, in multiple jurisdictions if needed for clients that they own and by working closely with other client managers across the globe
Own and manage off-boarding of clients managed in their locality
Support the RM and Client through the conversion to the new Global AML standard including having a clear understanding of the additional due diligence requirements and how they will impact the client and support clients and functional SME’s in the gathering of this information
Be the onshore escalation point for all on-boarding issues, working closely with all impacted and interested parties and driving the near shore case managers and functional SMEs to ensure bottlenecks are resolved in an efficient and timely manner
Highlight problems/blockages and take initiative to suggest ideas to change and improve processes
Strong emphasis on the maintenance of an effective and rigid control environment ensuring quality and adherence is never compromised
Adhering to all service level agreements and metric requirements at all times
Language Skills – Fluency in Spanish or Portuguese required
Excellent client service skills (must have minimum of 2 years service in a client facing role)

Client Serving Associate Resume Examples & Samples

Responsible for coordination of regional tax quality initiatives and programs
Identify, escalate and assist in resolving regional tax quality issues and matters
Review and provide periodic quality management reports and analysis
Develop working relationships with other EY divisions, personnel and functions, including regional personnel and leadership, Americas Tax Quality, General Counsel’s Office, and Americas Independence
Identify and assist with implementing best practices/streamlined processes on regionally managed engagements and matters from a tax quality perspective
Oversee the set up and maintenance of technology infrastructure for regional tax quality, including sharepoint resources
Assume other practice support duties, as required
Strong project management competencies
Experience in quality and risk management matters
Proficiency in the use of standardized software and hardware applications, including MS Word, Excel, Powerpoint,, Lotus Notes and other internal programs
Excellent organizational and verbal/written communications skills

Associate, National Client Group Resume Examples & Samples

Part of a national team of NCGF underwriters committed to the delivery of quality credit products to RBC clients and targets
Support NCG bankers to structure, deliver, close, and monitor syndicated and bi-lateral loan transactions
Assist with preparation of marketing pitches to existing and potential clients for corporate loans (acquisition loans, bridge loans, term loans, revolving credit facilities)
Support NCGF team credit submissions, including research, analysis, financial modelling and due diligence as part of transaction processes
Support NCGF team with transaction documentation and coordination with clients and legal counsel
Assist with loan portfolio management, client strategies and related administrative duties
Engage with RBC partners and functions including Group Risk Management, Private Banking, Wealth Management, Capital Markets, Treasury Management, Specialised Financing (Asset Based Lending, Leasing, Trade Finance etc.), Personal Banking, and others
Liase with back office functions connected to, for example, closing and funding, wires, payments, settlements, etc
Interact with NCG clients
Undergraduate degree in Business, Economics, Accounting, or Finance
Strong quantitative, financial modeling, and analytical skills with an ability to analyze company financial statements
Basic knowledge of credit, credit metrics, and credit structuring
Strong skills with Excel, Word, PowerPoint and the ability to source data/research
Capability to work through Loan Agreements and other legal documents, with minimal supervision
Ability to perform well under pressure, meet time sensitive deadlines, prioritize work and multi-task responsibilities while working on multiple projects

Client Associate Resume Examples & Samples

Managing of the loan package through closing
Assisting with related marketing activities
Explaining the loan origination process and products/services requirements to customers

Client Serving Associate Resume Examples & Samples

A bachelor's degree with a concentration in accounting, finance, economics or a related field; an advanced degree in tax or law is highly desirable
A minimum of 1 year of related work experience
State and local tax or related experience
Demonstrated leadership skills and excellent interpersonal abilities
CPA certification, Member of the Bar, professional designation from the IPT or foreign equivalent certification is preferred

Client Associate Resume Examples & Samples

Minimum of 1-2 years of industry experience
Series 7 (or ability to obtain within 6 months)
Series 63 (or the equivalent of a Series 66 may be required pursuant to regulations) (or ability to obtain within 6 months)

Temporary Client Associate Resume Examples & Samples

Minimum 1-2 years general office experience
Detail orientated, strong math and organizational skills
RBC employs more than 79,000 full-and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 44 other countries

Associate, Client Portfolio Management Resume Examples & Samples

Bachelor’s degree mandatory
Background in investments and general knowledge of investment products across asset classes
Ability to understand and work with financial concepts
Familiarity with various distribution channels
Proficiency in Excel, PowerPoint
Demonstrated experience handling data-intensive projects
MBA a plus
Flexible team player
Familiarity with FactSet and Morningstar Direct a plus

Ishares Institutional Client Messaging Associate Resume Examples & Samples

Develop key messages for institutional clients
Responsible for proactively upgrading the institutional slide library with new content and regularly updating existing content in the nearly 500 slides
Work directly with internal partners (Sales, Product, Portfolio Management and Capital Markets) to position new and existing products and strategies, generate new strategic content and client educational materials
Respond to sales-driven requests from various institutional segments which may involve developing short papers, slides and data analysis
Co-author updates from sales leaders for weekly internal institutional newsletter and the BlackRock blog
Help lead collaborative research initiatives with external parties from a content perspective
Contribute to the content creation of ongoing cross-channel programs
Identify industry trends and opportunities to create relevant strategic and tactical messaging to increase iShares ETF usage
Understand client behavior, practices and trends on which to create an innovative, relevant and impactful iShares experience for specific institutional needs
2-5 years minimum investment related experience
Investment/financial knowledge
Ability to understand and articulate complex investment concepts and strategies at multiple levels
Excellent written skills, including very high proficiency with PowerPoint
Highly effective in forging working relationships with team members and senior leaders
Adaptive thinking with a focus on objectives
Able to work in a fast paced dynamic environment, drive key initiatives, manage projects simultaneously and meet deadlines
Creative and self-motivated individual who works collaboratively in a high performance, team environment
CFA or progress towards is desired
Proficient with Bloomberg, Morningstar, Excel

Client Associate Resume Examples & Samples

Service clients in a pleasant, professional manner. Answer questions about their accounts and trading procedures within the established scope of the position's responsibility. Provide information such as account balances, stock quotes and other account-related information.*
Registered employee may enter unsolicited trades in client accounts at the client’s request, generally in the FA’s absence
Research and effectively resolve complex problems in client accounts at the request of the client or FA. Notify the FA and/or client of the outcome.*

Client Associate Resume Examples & Samples

Series 7 license or ability to obtain within the first 6 to 12 months on the job if required
Series 63 license (or the equivalent of a Series 66 may be required pursuant to regulations) or ability to obtain within the first 6 to 12 months on the job if required
State licenses consistent with those of the FA(s) to whom this person supports or ability to obtain within the first 6 to 12 months on the job if required

Cib-client & Product Profitability Associate Resume Examples & Samples

Assist to drive the development of a client and product profitability model
Support initiatives to increase that profitability such as business simplification, elimination of bespoke client processes, and development of a configurable but scalable operating model
Assist to preserve a governance and PMO structure to ensure objectives are clearly defined, project plans / deliverables are documented and each work stream remains engaged and on track with target deadlines
Maintain effective communication with the Corporate and Investment Bank CAO community and business partners with the purpose of informing interested parties on all key milestones, accomplishments, programs, activities and overall successes
Monitor and track productivity
Responsible for Issue Management, Escalation and Remediation
Assist with program updates for senior leadership and key stakeholders
Bachelors Degree - Accounting, Finance, or Business preferred
3-5 years of experience with Program Management / Business Management / Reengineering
Experience in activity based costing / profitability analysis a plus
Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions
Proficient with technology and systems and capable of applying knowledge to operations and understanding the overall infrastructure and business implications
Proactive control and risk management, addressing gaps in processes and escalating issues to benefit the business and clients in a dynamic environment
Drives strategic and tactical plans, including automation and process reengineering initiatives, with an ability to anticipate and overcome barriers. Takes the business to the next level
Drives critical thinking and proactively seeks out best practices, anticipates clients’ future needs and collaborates on ideas with others. Understands clients’ needs and impact on relationship across J.P. Morgan
Proactive and responsive communicator, maintaining frequent contact with business partners, listening to understand needs, and taking ownership of incoming and outgoing messages

Client Associate Resume Examples & Samples

Exceptionally effective communicators able to build strong relationships with RM, RM Associates and the Client and provide transparency of activity e2e
Gravitas and experience to drive the required outcomes in any given situation, engaging with Sales, RM, Client and internally to achieve completion and monetise the onboarding pipeline
Commercially aware – understands the drivers behind the on-boarding requirement and the value to the bank of what is being requested and uses this knowledge to proactively manage the prioritisation, enabling function to align and deliver their activities
Solid and proven relevant work experience (supporting Relationship Managers, Sales or working in an operational middle office or client facing support function and focus on fund managers and hedge funds

Senior Client Associate Resume Examples & Samples

Intermediate understanding of the stock market, investments and retirement plans
Basic computer skills (including Microsoft Office)
Good interpersonal verbal and written communication skills

Asset Management Private Bank Latin Amerca Private Client Direct Investor Associate Resume Examples & Samples

Extensive experience with and in-depth knowledge of fixed income, equities and mutual funds
Experience managing discretionary and brokerage relationships
Conduct operations within FINRA and other regulatory agency guidelines and requirements
Ability to communicate investment strategies to all levels of clients and prospects
Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trusts and financial planning
Ability to work in a team based environment and assist in the development and retention of junior team members

Client Associate Resume Examples & Samples

Series 7 & 63 or 66 licenses strongly preferred - successful completion shall be required shortly after employment begins
Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy, in a high pressure environment
Highly proficient user of Word, PowerPoint and Excel

Client Associate Resume Examples & Samples

At least 1 year of experience at a financial institution (or 3-5 years for a senior position)
A broad knowledge of financial services products
Working knowledge of real estate industry or real estate management companies a plus

Client Associate Resume Examples & Samples

Must demonstrate strong telephone communication skills with ability to influence and negotiate
Accuracy and attention to detail
Customer focused
Capable of problem solving
Works well under pressure
Proficient with Microsoft Office software (Excel, Word, etc…)
Excellent at organizing work and detail oriented

Associate, IB Risk Client Credit Management Resume Examples & Samples

The CCM Associate has primary responsibility for managing designated clients in the Credit Portfolio (consist of Financial Institutions, Multi National Companies and Large Corporates)
The CCM Associate will work closely with Credit executive and Corporate Banking business units to manage and own the Client Credit Relationship
CCM Associate responsibilities include financial analysis, modeling, Portfolio and Credit Reviews
The CCM Associate will be required to work on Loan and ISDA documentation and negotiation – working closely with internal/external legal team
Post-closing, the CCM Associate will be responsible for preparing regular credit and portfolio reviews, including monitoring of covenants and borrower undertakings

Client Associate Chicago Resume Examples & Samples

Preparation of loan proposal packages
Assists with related marketing activities
Explains process and products/services requirements to customers

Associate, Client Onboarding Resume Examples & Samples

Coordinate and facilitate new client requests across Capital Markets; providing a centralized point of contact and data collection for the client as well as the Line of Business and all supporting areas such as Credit, Legal, Operations, etc
Stewardship of client onboarding process from the initiation of the request to the final completion of the account opening, ensuring the appropriate level of information sharing, priority placement and collaboration is followed by all partner groups involved in the process while providing transparency of current status of the request to the Line of Business and the client
Provide notification to all internal teams of new client and all related information – creating a seamless hand-off to support teams
An undergraduate degree. Focal areas of Finance, International Business, Operations, Business Law
Working knowledge of trading products across Capital Markets
Knowledge of FATCA, Dodd-Frank, Canadian OTC Derivatives Reporting and EMIR would be an asset
Proven ability to conceptualize business and stakeholder initiatives and to guide those initiatives as daily business requirements for the group
Excellent level of relationship management, interpersonal skills and the ability to strategically and ethically leverage these relationships in a demanding environment
Exceptional ability to independently manage multiple priorities and to proactively service multiple internal clients in a fast-paced environment
Proven Account Management skills required in order to create, maintain and enhance customer relationships

Associate, National Client Group Resume Examples & Samples

This is a high visibility position and requires exceptional independent thinking abilities, discipline and maturity. The incumbent will be working with a team of very senior professionals, with minimum supervision and structure
Resourcefulness, an ability to deal with ambiguity, and the ability to build and maintain relationships with both internal and external stakeholders are an absolute prerequisite for this role
The incumbent must be a team-player, consistently take initiative, have the ability to multi-task, and feel comfortable dealing with very senior individuals within the National Client Group and other groups at RBC
The incumbent will take part in external client meetings and also be required to liaise with clients/targets independently. It is expected the incumbent will present and behave professionally at all times
Knowledge of credit and credit metrics is an asset
Preference given to individuals with a B.Comm or BBA, or those in the process of pursuing an MBA or CFA or those having already obtained Chartered Accountant designation
LI-SV1

Client Screening Associate Manila Resume Examples & Samples

Interest in KYC onboarding/refresh process and AML regulations Research and analytical skills, with the ability to summarise complex findings
Attention to detail and organisation skills
Experience working within a financial institution performing critical control functions
Proficiency with Microsoft Office applications
Willingness to work on shifting schedules with a possibility to be assigned to a permanent night shift schedule

Ust Private Client Associate Chicago Resume Examples & Samples

Effectively manage a book of relationships and act as relationship lead accountable for the client’s experience
Motivate and influence client team members appropriately; collaborate in their onboarding, coaching and development
Meet Risk & Compliance requirements and policies

Client Associate Resume Examples & Samples

Series 7 or ability to obtain within the first 6 to 12 months on the job if required
Series 63 (or the equivalent of a Series 66 may be required pursuant to regulations) or ability to obtain within the first 6 to 12 months on the job if required
Marketing/sales experience
Advanced understanding of the stock market, investments, and retirement plans

Client Associate Resume Examples & Samples

Assist with the client onboarding process for Ropes Wealth Advisors LLC, including ensuring client paperwork is accurately and efficiently prepared, mailed and tracked, and reviewed and filed
Maintain accurate client information within our client relationship management system and trust accounting platform (addresses, phone, emails, etc.)
Assist in the development and maintenance of extensive marketing and communications materials for clients/trustees and prospects of the firm
Build from our Marketing Library standard presentation formats and assist the PMs and CIO with the development of client materials, including working with our printer, ordering supplies, and ensuring materials are prepared in time
Provide support and manage electronic marketing campaigns and events
Assist in the management of the client relationship management system of Ropes Wealth Advisors LLC by engaging in critical data entry, maintenance, and support
Support the Chief Compliance Officer by providing critical data entry and performing compliance checks under her direction
Answer the general line, contact clients on an ad-hoc basis as requested by the Ropes Wealth staff to confirm appointments or receipt of information, and liaison with the Private Client Group assistants and administrators regarding scheduling
Set up meetings and register visitors and perform other administrative duties as requested by the team
High school degree and a minimum of 5-10 years of investment experience
Outstanding teamwork skills
Careful and efficient work ethic
Proficiency in general software (Excel, PowerPoint)
Able to handle multiple priorities in a busy environment

Listed Derivatives Core Client Associate Resume Examples & Samples

Allocation, exception management and escalation of any trade issues for key business unit defined core clients
Implementation and execution of intra and EOD value add checks for these clients
Operational on-boarding of new clients and accounts
Trade flow optimization for any client trading listed derivative business
Completion of all position transfers in and out of Morgan Stanley
Interacting with clients, CSG, PB, CRM, Front office, MSET and third party brokers to ensure that all trades are allocated in accordance with client instructions in a timely manner
Ensure that all controls and checklists are completed throughout the day, escalating any issues
Flexible with shift working (8am to 6:30pm) and extended hours depending on market activity
Commercially aware
Attention to detail, combined with strong analytical, numerical and inter personal skills
Prioritization and time management skills
Problem solving under pressure
Ability to work under pressure and achieve results, whilst maintaining a professional approach
Ability to identify & implement process improvements
Experience of Listed Derivatives preferred
Previous experience of dealing with internal and external clients

Intern, Client Associate Resume Examples & Samples

Detail oriented with strong organizational skills
Proficient in Microsoft Office (Word (knowledge of mail merge is a bonus), Excel, Outlook)
College student working toward a Bachelor’s Degree in Finance or related field preferred

Client Associate Resume Examples & Samples

Bachelor’s degree or in lieu of a degree 4 years work experience
Three years of trust/financial planning or related experience with client contact
This position requires that the incumbent be highly skilled in Microsoft Office (Word, Excel, Outlook etc.) and able to rapidly learn new software applications
Effectively delegates tasks or projects

Client On-boarding Associate Bangalore Resume Examples & Samples

Manage the client on-boarding (including KYC) process
Liaise with the business and directly with Clients as required to obtain Client OnBoarding requirements and ensure efficient Client OnBoarding
Review all KYC Records for accuracy / completeness / compliance with AML, CIP and sponsorship requirements; Communicate required actions to staff
Meet with business to conduct workload planning, review status of key on-boardings and prioritize open requests
Resolve escalated issues from various stakeholders
Liaise with various groups like Legal, Compliance, Credit ,and Operations to remove roadblocks impeding the on-boarding process on-behalf of team
Provide guidance and oversight to onboarding team with respect to policies, priorities and procedures
Liaise with team leads within region and across regions to facilitate knowledge sharing
Identify and execute process improvements and provide SME support on key process and technology initiatives
Setting up the KYC template and establishing correct background definition (including determining customer type)
Knowledge of financial industry with in depth expertise in multiple lines of business (ie Futures & Options, trading, prime brokerage, loans...)
Experience of OnBoarding across different client types(i.e. Corporate, Hedge Funds, Financial Institutions
Familiarity with client on-boarding processes, KYC systems and workflow tools
Detail oriented work ethic and strong controls mindset

Client Associate Resume Examples & Samples

Provide coverage and support for other Relationship Managers within Section and Unit/Section Manager as instructed
Actively participate in Divisional and Departmental Projects and corporate initiatives as asigned at both the strategic and tactical levels
Assist in resolution of irregularities that may have a direct impact to the department

Client Associate Resume Examples & Samples

Open or close trusts accounts, preparing and filing legal and tax forms, securities, bill paying etc
Utilize trust accounting system to execute securities trades by transferring cash (internal and external), maintaining accounting records; preparing internal debits and credits
Review accounts daily and monitor market trends to obtain the best market price for investment trades; performs cash management trades
Serve as a liaison between clients, trust administrators, Bank personnel etc. preparing follow-up letters, responding to questions and/or issues regarding routine departmental or procedural matters (i.e. trades, statements, remittances, account balances)
Fosters positive customer/client relations. Utilizes PC to perform a wide range of duties including, but not limited to, drafting correspondence for signature, preparing proposals, legal documents, reports and data tables from general instructions etc
Prepare reports on performance measurement, major security transactions, brokerage commissions etc. Assist Administrators and Officers by conducting preliminary, limited review of legal documents. Conduct routine account reviews
Provide support for trust administrators and trust officers by screening visitors and telephone calls, sorting and delivering mail, maintaining supplies, scheduling appointments, maintaining appointment calendars for managers
Prepare business/client presentations, correspondence etc
Participate in the technical training and mentoring of new and current team members
Perform other related duties and projects of a complex nature as assigned

Client Associate Resume Examples & Samples

Successful completion of the Canadian Securities Course (CSC) & Conduct & Practice Handbook (CPH)
Must have Financial Services and/or Brokerage industry experience
Must have a basic understanding of investment portfolios and current knowledge of daily market activities

Associate Client Onboarding Analyst Resume Examples & Samples

Support and monitor the timely and accurate execution of sales and client requests to the group
Assist Senior Onboarding analysts onboard clients through the population of account opening, market opening and tax documentation, ensure all documents are collected, verified and stored, and provide status back to the client
Perform client documentation searches across internal and external sites and compile client profiles
Interact with client regarding the latest status andcurrent onboarding actions
Partner with Accounts Control team to ensure KYC/AML/MiFID and other regulatory reviews on all clients is performed
Partner with Credit Risk Officers to ensure that all client review materials are in place and completed
Provide guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Citi staff and external clients
Participate in initiatives to improve the client and account management process
Maintain MIS on end to end process for tracking turnaround times of deliverables from team and other processing areas
BA/BS Degree or equivalent
Previous, client facing, middle office or operations financial services experience
Some knowledge of capital market products
Strong analytical and creative solutioning abilities
Strong communications and presentation skills
Strong organization skills with high attention to details
Spoken and written foreign language skills a plus

Branch Service Manager / Client Associate Resume Examples & Samples

Minimum of 3 years of industry experience
Associate’s Degree or Bachelor’s Degree
Series 63 (or the equivalent of a Series 66 may be required pursuant to regulations)

Client Associate Resume Examples & Samples

To receive and distribute all incoming client inquiries for the department and monitor responses to ensure accuracy and adherence to our communication and service standards
Record all incoming queries in the Enquiry Database system
Provide CDS (Citidirect for Securities) level 1 support for all clients
Prepare and distribute Intraday and End of Day reporting to all clients receiving this service
Perform timely NZ and AU settlements across custody and broking environments
Process managed funds, agency & trust as well as private equity transactions
Support centralized cash processing
Monitor daily failed trade report to identify potential errors/transactions which place the bank under settlement risk and ensure correct follow on all outstanding failed trades (escalation of all failed trades over 30 days)
Within the group, prepare and manage client credit requirements for each settlement day in conjunction with the a/c management, risk and credit teams
Monitor all settlement systems to ensure all issues are escalated and resolved without client impact
Monitor and calculate client’s stock positions where necessary
Liaise with broker and custodian counterparties regarding outstanding and failed settlements
The preparation of weekly/monthly client service reports for presentation in client service meetings with operations management and the account management team
Maintain all client signatory lists, standing instructions and service standards to ensure the information is kept up to date
Participate in all new client take on’s to ensure a smooth implementation
Communicate any cross selling opportunities to the Account Management Team in dealings with clients
Conduct monthly/quarterly client service calls and prepare and distribute call reports
Participate in Account Management client calls and meetings
Participate in system testing and process improvement projects
Monitor reconciliation reports and ensure all breaks are resolved in a timely fashion
Escalate client issues to supervisors and managers where necessary
Providing effective backup and assistance to other team members within the group
Within the group, assist with the preparation and distribution of daily, weekly and monthly MIS for distribution to local and regional senior management
Design and maintenance of procedures and documents pertaining to client service and settlement processing
Participate in teams cross training programs as required to further develop own skill-set and be able to provide support to other teams as required
This incorporates performing duties on NZ client service desk as well as night desk support
Minimum of 2 years Settlements / Client Service experience , gained within a broking or custody environment
Experience on clearing systems i.e., CHESS, EXIGO and RBNZ
Exposure to client contact i.e., – proactive and/or quality service
Working knowledge of the Equities, Fixed Income and Cash markets in Australia and New Zealand
Knowledge of SWIFT
Strong communication skills and client service experience
Highly organised, with an ability to prioritise work and meet deadlines
Ability to work in a team environment with minimal supervision
Keen learner and pro-active in initiating process improvement
Willingness to assist others when required
Securities Institute (SIA) or tertiary qualifications preferred but not essential

Client Associate Resume Examples & Samples

File pulling and refiling of case files. Data entry of file information into applicable systems for product and consumer claims
Obtain and log vehicle data information into applicable systems On-site copy services
Assist with courier duties as needed
Assist with other clerical tasks when requested which could include: Obtain vehicle data and post to e-Rooms, onsite scanning services, opening and sorting mail. Required: including the ability to establish priorities and manage multiple tasks
Excellent customer service/interpersonal skills
Ability to perform accurate and detail-oriented work
Strong technical skills including college level computer training
Familiarity with the processing of electronic documents and/or email
Strong organizational and time-management skills,

CIB F&BM Client Profitability , Associate Resume Examples & Samples

Daily project management of initiative streams of work
Provide required project updates, reviews and other required communications
Identify project issues, risks, and facilitate remediation
Represent the CIB finance team on critical projects across client profitability enhancements, account planning, and banker/sales team portal interfaces
Bachelor’s degree in Accounting, Finance, Mathematics or related discipline required
At least three years of related analytical experience, with finance experience preferred
Very strong analytical skills with extensive Excel modeling experience and PowerPoint presentation skills
Prior experience with Qlikview, Cognos, Business Objects and Hyperion Essbase are a plus
Written and oral communications skills – ability to work across a variety of cross-functional teams
Team oriented, flexible, and an ability to work independently
Ability to manage multiple deliverables at the same time
Strong communication & organizational skills, including good judgment and decision making abilities

Associate, Client Review Resume Examples & Samples

Diploma of Financial Planning (DFP1 – 4) and progress towards/completion of the Advanced Diploma of Financial Planning (highly desirable)
RG146 compliant (this position will hold a Letter of Authority)
Relevant tertiary qualification
Writing: drawing up legally binding documents. Writing on complex issues and supporting recommendations clearly
Speaking: expressing views clearly and concisely whilst considering the audience to which views are given in deciding how to communicate
Interviewing: gathering information through probing questions and verifies and accuracy. Interviewing formally with a structured guide
Intermediate knowledge of Microsoft Office packages (Excel, Word, PowerPoint) and financial planning software (Visiplan) desirable
Superior communication and interpersonal skills

Client Associate Resume Examples & Samples

Associates degree or business equivalent preferred
Series 6 license strongly recommended
Previous Defined Benefit and/or Defined Contribution experience helpful
Microsoft Excel/Word
Ability to effectively handle multiple tasks at any given time
Proficient negotiation, analytical and problem solving skills
Must possess a good understanding of pension recordkeeping and PC applications

Client Associate Resume Examples & Samples

Analyze commercial multifamily real estate cash flow and valuation
Drive loan package through process by assessing status and leverage internal business partners
Integral part of creating marketing strategy and responsible for implementing marketing plan which includes direct mailings, thought leadership digital mailings, proprietary client events
Strong business development achieved through aggressive calling of prospects and existing clients
Minimum of one to two years’ experience within a commercial multifamily real estate lending environment
Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
Familiarity with CoStar preferred

Associate Client Onboarding Analyst Resume Examples & Samples

Work with clients and sales teams to obtain necessary documentation for account opening
Liase with client on obtaining tax forms and supporting documentation
Populate account opening, market opening, and tax documentation. Ensure all documents are collected, verified and stored, and provide status back to the client
Interact with client regarding the latest status and current onboarding actions
Provide guidance in the role of subject matter expert in the areas of account opening, tax, and local market documentation to both Citi staff and external clients
Support ad hoc projects (e.g. Tax remediation project for Futures/OTC Clearing Accounts)
1-2 years experience in financial services
Knowledge of capital market products a plus

Client Correspondence Associate Resume Examples & Samples

Execution of client correspondence and fund performance reporting in accordance with timetables and agreed SLAs
Ensuring accuracy of client correspondence, including coordination of the approval process and engagement with a range of stakeholders involved in the process
Liaising with a variety of external service providers to ensure accurate and timely distribution of client correspondence
Document maintenance including; drafting and review of correspondence templates. Ensuring that templates are reviewed regularly and meet current regulatory requirements. Retention of signoff and supporting documentation
Driving client behaviour to a self-service, online environment
Ensuring client expectations and internal KPIs are met
Building and maintaining a high level of engagement with key internal stakeholders, such as Fund Accounting, Product managers, Legal team, Compliance and Marketing
Effective involvement and coordination of audit reviews
Effective time management and organisational skills with proven ability to meet deadlines in a fast-paced environment
A self-driven individual who takes ownership of their responsibilities and can work both autonomously and within a team
Analytical and solution driven demeanour, with the ability to evaluate options and to propose alternate solutions
Ability to develop relationships and rapport at all levels, along with a commitment to providing exceptional customer service
Strive for continuous improvement, aimed at improving efficiency and client service; and

Client Serving Associate Resume Examples & Samples

Manage a portfolio of 300+ engagements, responsible for the management and coordination of audit engagements, including but not limited to: engagement review coordination; portfolio planning and maintenance; gathering, inputting and checking data; adhering to all regulatory deadlines; filing returns electronically with the local regulatory authority; performing research using the internet, EY databases and other sources; and archiving and coordination of consultations with other EY offices
Maintain and administer client set-up procedures for new clients both on island and globally with other EY offices and be the audit team liaison for the assigned portfolio of clients
Coordinate with other EY offices on a daily basis and help to maintain and build effective working relationships with the client serving teams, including senior-level executives
Assist with administrative duties associated with an audit engagement including, but not limited to billing, cash collections and maintenance of work logs for a portfolio of engagements
Apply knowledge of the Firm’s values, clients and services to execute on project assignments
Manage and coordinate audit reviews within the office and to clients outside the office
An associate’s or bachelor’s degree
A minimum of four (4) years of relevant administrative experience in a financial services organization; prior experience working in public accounting and/or fund administration would be an asset
Strong interpersonal and communication skills in order to communicate across all business levels
Excellent writing, conceptual, and analytical skills
Proficiency in the use of standardized software applications, including MS Office, Acrobat and Lotus Notes
Ability to work a flexible schedule, as overtime will be required during peak busy season periods
Integrity within a professional environment

Virtual Client Associate, Merrill Edge Resume Examples & Samples

Consistent top tier performance, with a commitment to an enhanced client-centric service experience
Series 7 & 66 is preferred. If unlicensed, we will provide the opportunity to obtain the Series 7 & 66
Distinct customer service and relationship building skills
Detail oriented, with good follow-up skills
Strong communications and interpersonal skills and the ability to work in a team environment
Ability to handle and expedite multiple tasks in a dynamic, fast-paced service environment
Strong business acumen with an in depth understanding and alignment to the Merrill Edge Advisory Center operating model and overall value proposition
Knowledge of the BAC, ML integration and platforms (US Trust, BAC, Advisory)
We do NOT hire to specific shifts, candidate must be flexible. VCA team is open from 8:00 AM - 8:00 PM Monday-Friday ** Hours may be extended based on business need

Associate Client Onboarding Analyst Resume Examples & Samples

Provide customer service, documentation support and project management /coordination of global account maintenance solutions for global clients
Provide assistance in negotiation of contracts, terms and conditions etc., with the support of legal/compliance
Work closely with internal business partners to ensure correct information is being provided to the client. Once completed documents are received, the Documentation Specialist will complete the transaction timely and confirm completion with the client
Interact with Account Managers, Implementations, Service and Management on daily activities. - Collaborate with internal teams to optimize processes and build relationships with our partners
Candidate should be able to work under tight deadlines with various internal parties in order to ensure timely execution of Client requests
Able to handle large multi country account request simultaneously
3 years of customer/client facing experience in a Financial Institution or related industry
MS Office proficiency in: Word, Excel and MS Access a plus
Project management experience a plus
In depth understanding of complex non-standard legal documentation
Demonstrated proficiency with global documentation
Prior experience working with high profile clients
Understanding of Citi’s internal risk & controls policies and processes
2+ years working cross-functionally to achieve a common goal
Exhibit strong written and verbal communication skills
Possess the ability to work with various levels of management and the ability to build and maintain effective working relationships
Proven success in a team environment and strong influence/negotiation skills
Ability to proficiently use MS Office products, particularly Excel

Client Associate, Production Resume Examples & Samples

Able to read, write and follow Basic English instructions
Keyboard entry of information
Listen, understand & communicate effectively
Customer Communication Skills
General digital printing experience
3-4 years of relevant experience
Associates Degree – Graphics Design or technically-oriented degree or equivalent experience
Working knowledge of Postscript, PDF and other input file types
Experience operating high volume, networked system
Knowledge of various finishing operations and equipment
Advanced knowledge and experience with imposition within page layout applications
Working knowledge of key variable data applications i.e. XMPie, PrintShop Mail, Fusion Pro
High degree of knowledge of Adobe applications- Acrobat

Client Informatics Associate Resume Examples & Samples

Bachelor's Degree in a Economics, Engineering, Finance and/or Mathematics
Understanding of Risk Management techniques, Derivatives instruments and Quantitative methods
Working knowledge of CRM
Previous experience working within a Financial Market
Technical experience in SQL, VBA and Python

Private Client Associate Resume Examples & Samples

Excellent written and verbal communication skills - ability to draft effective communications (emails, letters, memos, instructions) with exceptional grammar, spelling & proofreading skills
University Degree
A related financial designation such as Canadian Investment Management (CIM), Canadian Financial Planner (CFP), or Chartered Financial Analyst (CFA). Applicants in the midst of completing a suitable designation will be considered
Minimum of two years of experience in a similar role preferred
Advanced computer skills including proficiency in MS Office (Word, PowerPoint & Excel) and the ability to learn new programs and systems (FMC, MACS, etc…)
Strong organizational skills, prioritizing methods and multi-tasking skills
Ability to work in a dynamic, demanding, high-pressure environment
Detail oriented and a high level of accuracy

Client Associate Resume Examples & Samples

Minimum of two to three years’ professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance) with a strong desire to be contributing member on a sales team
Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
A four-year college degree

Client Associate Resume Examples & Samples

To check for completeness of all account opening forms signed by the clients before client acceptance
To handle the servicing of all clients’ needs and queries and to perform verification of client instructions
To ensure timely and accurate processing of all clients’ transactions with zero error
To update and maintain the Financial Needs Analysis (FNA) register for all Relationship Manager (RM) and to assist the RM to follow up on annual review of Risk Assessment in ensuring the RMs are in compliance with current guidelines and regulations
To ensure fulfillment tracking of Rewards Redemption for clients under various marketing promotions
To support any investigations of complaint received from client by coordinating with Compliance, Business Effectiveness Department to resolve issue
To update and provide periodic statistics (MIS) reporting to Compliance and Sales
To attend appropriate training and courses for new products, procedures and knowledge update

CTL Client Associate Resume Examples & Samples

Strong business development achieved through proactive calling of prospects and existing clients
Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
Model various financial assumptions to select the best mortgage product for the client
Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing - preferred) or commensurate experience in the financial services industry
Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
Strong desire to be contributing member on a sales team
Experience cold calling preferred
Excellent time management, verbal communication and presentation skills
Enthusiastic, self-motivated, ambitious, team player
Able to identify new sources of business by researching industry and related events, publications, and announcements

Client Associate, Production Resume Examples & Samples

PC/Internet Skills – Level 1
1-2 years of relevant experience
Knowledgeable about the function, features and capabilities of digital front ends
Understand effect of paper characteristics on ability to print
Knowledge of ordinary dry ink imperfections and defects

Client On-boarding Associate Resume Examples & Samples

Complete templates for standard client contracts ensuring accuracy and completeness
Initiate contract reviews for both standard and non-standard legal documents
Manage multiple contract reviews simultaneously with a high level of attention to detail and prioritisation
Proactively identify and help to resolve issues
Build strong internal relationships to ensure a high level of coordination and successful contract outcomes
Communicate effectively across a wide range of teams
Review sales opportunities for accuracy and completeness
Provide support to internal teams as it relates to contracting process and systems
Additional responsibilities will include continually enhancing processes and procedures to ensure the utmost level of client support and communication as well as assistance with broader initiatives

Client Associate Resume Examples & Samples

Produce reports, compose a variety of correspondence and assemble documentation for accounts
Provide market quotes and track Dividends, RSPs, RIFs
Participate fully as a member of the team and contribute to a positive work environment;Share expertise of position relevant information and any changes discovered.#LI-AC1

Associate, Client On-boarding Resume Examples & Samples

3+ years of experience in a Client Relationship Management role supporting Capital Markets products, with knowledge of Anti-Money Laundering (AML) and Know Your Client (KYC) requirements and regulations
Individual must be vigilant in delivering results, have strong attention to detail, and focus on overcoming obstacles
Focus on delivering a seamless and smooth "client experience" regardless of the complexity of the Capital Markets internal infrastructure
Maintain a sense of urgency and ability to prioritize and multi-task
A "can do" attitude is a must with a passion for driving solutions
Ability to directly address conflicts and escalate issues, where appropriate
Strong results-orientation
Ability to communicate effectively at all levels of the organization, including clients and front office individuals
Strong sense of accountability and ownership over "client experience" and end-to-end client on-boarding processes
Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals
Review and hold individuals responsible for performance metrics and service level agreements
Excellent analytical, problem solving, and time management skills
Strong working experience with Microsoft Word. PowerPoint and Excel
Understanding of Capital Markets infrastructure, applications, and businesses/products

Trust Private Client Associate Resume Examples & Samples

Prospect, network and develop new business opportunities
Proactively leverage ideas, insight and relationships to generate new and incremental business for Bank of America Corporation
Complete all local market and national training requirements
Motivate and influence client servicing team members appropriately
Strong interpersonal and influential / partnership skills
Demonstrates personal resilience and commitment to continuous learning and development
Strong leadership skills and ability to lead in a matrix driven environment
Previous experience in outside sales, consulting or business development required
Required education: Bachelor's degree or greater
Series 7,63, and 65 (or Series 7 and 66) required (Must obtain series 7 & 66 license within 6 months of start date)
MBA or Post-Graduate Degree preferred
CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Virtual Client Associate, Merrill Edge Resume Examples & Samples

Requires basic knowledge of the organization, products and/or services
Excellent communication and problem-solving skills
One year of experience
Solid understanding of the Inbound Call Center
Ability to adapt quickly to change
Proven ability to meet and exceed productivity and quality monitoring goals
Excellent PC skills
Ability to seek solutions for customers in a fast-paced environment
1+ years of customer service experience
1+ years of telephone sales experience
1+ years of financial industry or mortgage servicing experience
College degree and/or 1+ years of customer contact experience
College education or equivalent work experience
General bank knowledge
Solid understanding of an Inbound Call Center

Seasonal Client Associate Resume Examples & Samples

Proficient in Microsoft Office: Word and Excel
Strong attention to organization, detail and effective use of time
Ability to work independently and analyze transactions using guidelines to make sound judgments
Professional and positive team player
Willingness to work beyond scope of primary responsibilities

Associate, Client Relationships Resume Examples & Samples

Supporting the development of account plans for clients with a focus on business planning, organic growth, claims management and process efficiencies
Working with MLC Relationship Managers to resolve customer requests on operational matters
Prepare monthly and quarterly experience reports for clients
Support the re-rate process internally to communicate and discuss outcomes with clients
Assist with tenders as required. In particular, the preparation of presentations and materials to current clients
Participate in the new business transitions process by being the key contact point of contact to ensure a positive introduction to MLC Group Insurance
In the case of difficult claims liaising with clients as required
Facilitate client engagement by working with claims and rehabilitation teams to improve experience and relationship with our customers
Excellent task management skills and ability to lead virtual teams to ensure that resources are used efficiently and effectively and that outputs are delivered on time and targeted benefits delivered
Disciplined planning, organisation and execution
High quality communication and presentation skills and ability to engage all stakeholders and gain agreement for proposed actions
Advanced PC skills – MS word / MS Excel / MS PowerPoint

Associate Client Onboarding Analyst Resume Examples & Samples

Responsible for customer interaction, documentation issuance, review and system setups. Demonstrates high level of diligence, motivation and organizational skills
Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards
Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices
Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner
Embarks on continuous on the job training for end to end product knowledge
Understands client requirements and implement them correctly. Understands new customer requirements and ensure adequate support to new customer requirements and initiatives
Monitors customer satisfaction and service level and drive process changes
Provides innovative solutions to clients
Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed

Client Money Risk & Control Associate Resume Examples & Samples

Production performing the daily calculations, monthly FCA returns, stakeholder engagement
Production support change management, project delivery, process improvement, new product approval
Development of the Client Asset risk and control framework
Completing aspects of month end and quarter end Governance reporting and the production of timely and accurate management information
Carrying out the program of cyclical controls testing across the Client Asset framework
Support reviews in relation to Client Asset risk incidents
Lead interactions with external auditors in relation to their work as and when required
Working with team management on future developments arising from changes in business or market practice
Partner with Compliance on strategic initiatives where specific assistance is required
Interacting with the other elements of the Client Money team
Liaise with the relevant Operations teams in Glasgow, London and globally
The role requires clear and effective communication (written and oral), interpersonal skills and analysis. Some business knowledge of financial products is needed, which can be developed, however, good communication skills, accurate analysis skills and strong time management are essential
Previous experience in an audit environment would be beneficial, but not essential
LI-AM1

Associate Client Onboarding Resume Examples & Samples

Improving the clients’ experience upon entering into a relationship with the bank by making the process more efficient, seamless and transparent
Provide guidance to Line of Business and support areas for resolving client or specific market segment/regulatory onboarding issues and challenges
Assist both Line of Business and Clients with the regulatory adherence process. (Dodd-Frank, EMIR, FATCA, OSC TR, etc)
Assist with the implementation of technology to help streamline the front to back process
Key Performance Indicators
Sales Organizations in Capital Markets ( Trading Products and I&CB) and P&C
Capital Markets Business Services: KYC/AML groups, Client Data Management
WBPO Operations: Middle and Back Office teams
Corporate Support: Compliance, Legal, Technology
3+ years of relevant experience in the financial services industry in Client Onboarding, Capital Markets Operations, Trading Support or Capital Markets Sales role
Working knowledge of the competitive market place, trends and regulations in the industry
Working knowledge of IIROC broker/dealer client documentary requirements would be an asset
Excellent attention to detail and ability to learn and adapt quickly

Client List Screening Associate Resume Examples & Samples

Leadership and driving the continued and ongoing build out of the India Client Screening Operations Team, identifying areas that need changing to improve the daily output of the team
Direct oversight of 40 person team including the day to day management of four Team Leads ensuring that the thru put of work is to the required standards expected
Coaching and mentoring of the Team Leads and Core Processing Analysts on a daily basis
Documenting and escalation of any issues and concerns to the CLS Senior Management
Understanding of all the risk and controls partners (Quality Assurance, Quality Testing, Controls and the RCSA process) as it pertains to the team. Execution of any expected work
Develop excellent relationships with the other Client Screening Locations across APAC, EMEA and North America
Proactively gather and coordinate any changes to the firms screening policies / processes with Compliance or LOB Operations and Client List Screening
Participate or lead other Client Screening or LOB aligned initiatives as necessary
Detailed knowledge / subject matter expertise of CLS processes, Technology, Case Management and products / services
Expected to understand and learn the existing procedures in place (training will take place in the United States) and then help with the training execution to the expanded team once all hires are in place
Occasional travel and overtime may be required
10-12 years experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in Compliance, KYC and Screening
Outstanding client management, partnership building, leadership and direct experience of dealing with multiple stakeholders at one time
Excellent interpersonal skills necessary to work effectively with colleagues and senior management
Strong relationship building skills to influence/negotiate desired outcome
Ability to deep-dive and investigate issues to see a successful resolution and broker the solution to applicable key managers
Experience with the build out and execution of a new team or procedures, ability to identify risks and issues and successfully navigate through to completion
Strong leader who can has experience with managing medium to large teams in an operational environment, able to show direction and guidance on a regular basis
Proven track record of ongoing coaching, educating and directing a team, ideally has experience with leading a new team where there is limited knowledge in place and needs to be developed over time
Possess strong computer skills: Lotus Notes and Microsoft Office Suite including Excel, Word and PowerPoint
AML/OFAC or Compliance experience highly desirable
Self-reliance and willingness to "own" problems and creatively find solutions
Strong interpersonal and verbal/written communication skills
Foster and champion High Performance Culture where people are empowered to make decisions that affect their work/environment

Associate, Client Management Resume Examples & Samples

Excellent client service skills (must have minimum of 2 years of service in a client facing role)
Strong ability to prioritize multiple requests for information, while ensuring integrity, accuracy, completeness and timeliness of data
Solid and proven relevant work experience (supporting Relationship Managers, Sales or working in an operational middle office or client facing support function), within the banking / financial services industry
Strong computer skills, including Microsoft Excel and Word; quick learner of data websites and applications

Associate Client Portfolio Management Resume Examples & Samples

The ideal candidate will have a CFA designation plus a relevant undergraduate degree
5 years of experience in the capital markets with some specific expertise in equities and asset allocation
Excellent written communication skills, with the ability to effectively communicate complex ideas
Ability to work on multiple projects concurrently
Ability to work collaboratively within a team environment
An strong aptitude for technology and its application in an analytical and portfolio management setting with an ability to assimilate complex and varied market data
A self starter who has the ability to function with minimal supervision and works well independently as well as within the broader team
Bilingual, French-English is an asset

Associate FID Etrading & Client Entitlements Resume Examples & Samples

Processing requests for entitlements to Morgan Stanley proprietary and third party vendor electronic trading platforms (Inter-dealer brokers, Swap Execution Facilities). Maintaining existing user accounts and managing queries related to them. This includes configuration of and linkages to downstream systems to ensure straight through processing of Rates, Credit and FX trades; coordinating new product launches between internal teams and the vendor. External platforms include Bloomberg, Tradeweb, MarketAxess, Bondvision etc
Processing requests for entitlements to Morgan Stanley proprietary extranet applications providing research and other services, and third party vendor platforms delivering Morgan Stanley research. Maintaining existing user accounts and managing queries related to them. External platforms include MarkitHub, Bloomberg, Capital IQ, FactSet and Thomson Reuters
Processing requests for entitlements to a variety of internal risk and inventory management applications. Maintaining existing internal accounts
Following specified procedures for different platforms, applications and products, managing multiple queues throughout the day, and ensuring delivery within established SLAs
Participating in / responding to periodic entitlement audit inquiries and reviews
Producing metrics/reporting of work done by the team, and data integrity are all functions of this position. Maintain procedures database for reference
Using reporting tools to generate/distribute business critical reports in response to business requests
Liaising with clients’ sales coverage and with vendors to remediate any issues related to client/product setup
Taking corrective measures for any tradeflow issues resulting from incorrect setup and following up with the relevant IT groups to resolve any technical issues
Maintaining documentation related to client account setup on electronic trading and research platforms
Graduate with minimum 2 years of experience
Good working knowledge of Excel (Vlookups, Pivot tables etc). Experience in creating MIS reports and VBA will be an advantage
Ability to multitask, work across teams and execute large projects independently
Attention to detail, Analytical and logical approach to problem solving
Familiarity with Fixed Income and Equity Markets
Team Player with Leadership potential

Client Associate Resume Examples & Samples

Providing effective backup and assistance to other team members within the group. This includes support for processing of equities, managed funds, A&T, cash, corporate actions as well as private equity transactions
Participate in teams cross training programs as required to further develop own skill-set and be able to provide support to other teams as required. This incorporates performing duties on NZ client service desk as well as night desk support
Proactively work with other internal Citi teams to ensure understanding of changing client requirements and needs
Be able to understand, explain and guide clients through basic and complex corporate action events
Work with our Corporate Actions team to ensure event information and requirements are client friendly while not adding additional risk to Citi
Be able to understand, calculate and explain to clients any tax withheld on income payments

Client Associate Resume Examples & Samples

Key Skills and Experiences Required
Experience on clearing systems i.e. CHESS, EXIGO and RBNZ
Exposure to client contact i.e. – proactive and/or quality service
Understanding of corporate action events

CIB F&BM Client Profitability Associate Resume Examples & Samples

Conduct "deep dive" analyses on key issues impacting client profitability (e.g., capital /expense allocation at client level, exposure at client level)
Review and document existing business processes, identify improvement opportunities, model and analyze business impact of future state design and execute end-state strategy
Building relationships with business leads and cross-functional team members
Partner with technology to design and test technology tools and dashboards to be used across the CIB organization
Good knowledge of Financial Markets, Fixed Income & Banking
MBA's / CA with 2-5 years of relevant experience
Good knowledge of Excel, PowerPoint
Eye for detail and presentation

Client Associate Resume Examples & Samples

Work with Plan Administrators and Regional Offices or Brokers to assist with daily plan functions
Work with Account Specialist and/or Manager to negotiate and resolve problem situations
With Management assistance, negotiate solutions that balance needs of customer and Diversified
Build/Develop and foster proactive, positive relationships with Plan Administrators, Regional Offices, Brokers and Internal Partners on a daily basis
Promotes a positive attitude throughout the team and among peers and other functional departments
“Owns” providing prompt, accurate and consistent information that meets or exceeds quality standards
“Owns” providing cooperative, courteous and responsive service and information to all
Recognize and communicate possible improvements to direct supervisor
Address client needs, develop action plans, and consult on Diversified products, services, and policies resulting in added value for our clients
Coordinate outsourcing capabilities
General knowledge of processes and systems used
Compliance with IMSA Code of Ethics
Identifies opportunities to improve customer service and exceed client expectations by conducting proactive analysis and developing and implementing customized solutions

Client Associate, Mail-level A Resume Examples & Samples

Able to lift and move up to 50 pounds
Able to read, write and follow English instructions
Perform duties with minimal supervision
High School diploma or equivalent
Basic math skills (multiplication, division and percentages)
Knowledge of automated office equipment (e.g. faxes and postage meters)
Estimate and schedule mailing jobs, including operators, job path and time requirements
1-2 years knowledge and experience with mail procedures and operating mail equipment

Trust Private Client Associate Resume Examples & Samples

Previous experience in outside sales, consulting or business development
Series 7, 63 and 65 (or Series 7 and 66) (Must obtain series 7 & 66 license within 120 days of start date.)
Minimum of Bachelor’s degree required

Associate Director, Client Solutions West Resume Examples & Samples

Provide strategic marketing support to both local & national sales teams and clients to help formulate innovative RFP based & pro-active marketing and promotional campaigns
Minimum of 7 years of relevant work experience in Advertising, Media, Marketing or a related field
Proven track record of developing and managing successful, large-scale marketing strategies, programs or campaigns
Strong understanding of both the digital and social media landscape
Strong understanding of research metrics and ability to apply them to strengthen client proposals
Outstanding project management and performance measurement skills
Strong writing, interpersonal, presentation and communication skills
Excellent organization, planning, multi-tasking and time management skills

Associate Client Director Resume Examples & Samples

Commercial Acumen
Media, strategy and product skills
Self-awareness and organisation
Teamwork and people management
Planning responsibilities
Proactive Client Development
Managing Client requirements across the network
Network Client team management
Global and Local Team Resourcing
Commercial Finance
New Business
Managing People

Private Client Associate Resume Examples & Samples

Two to four years of banking and investment industry experience
Ability to contact and profile existing clients, leads, and prospects
Prior sales and service experience relating to Banking, Brokerage and Investment Advisory business is preferred
Strong analytical skills with an emphasis on detail
Excellent communication and organizational skills necessary for day to day relationship management with both internal and external clients and partners

Mass Affluent Client Associate Resume Examples & Samples

To support existing clients and enquirers by proactively contacting them during their investment journeys to create a seamless client experience
Identify sales opportunities through the active promotion of Fidelity’s products and services; providing the right level of service at the most appropriate time in line with our client’s needs
To be able to identify individual client needs and promote relevant products and services in line with those needs; generating direct enquiries and referrals to the appropriate PI or wider business segments
Build and maintain strong technical understanding of the business procedures and process flows
To act as a continual improvement champion; delivering excellent service through the identification and escalation of client issues to the correct departments, providing support where required
Knowledge of products, systems and services offered by Fidelity including the website, account management and sufficient technical understanding to guide clients to pilot our systems and processes
A keen interest and knowledge of markets, willing and able to undertake research to understand particular client segments and potential opportunities
Understand and adhere to all FIL Policies, Procedures, and Regulatory Requirements (e.g. ‘Treating Clients Fairly’)
Proven experience and commitment in providing an excellent level of client service through confident, courteous and knowledgeable expertise
Confident in dealing with senior stakeholders and presenting M.I and reporting analysis. Excellent verbal and written communication skills to internal and external audiences
Excellent organisational skills and prioritisation skills; a high level of accuracy and attention to detail is essential
Problem resolution skills, with the ability to think laterally, in order to offer solutions to ensure client satisfaction
Ability to work under pressure, on multiple projects and stretching deadlines whilst maintain clear lines of communication through progress updates
Previous experience gained within an Investments or Life and Pensions background, UK Mutual funds, or Client Experience & Development is desirable
Commitment to study towards IMC exams

CTL Client Associate Resume Examples & Samples

Identify new sources of business by researching industry and related events, publications, and announcements
Highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing - strongly preferred)

Associate Director, Client Solutions Resume Examples & Samples

Own the process from ideation to development of pitch material
Preferred experience includes sales marketing, account strategy or media agency experience; radio experience is a plus
Exceptional knowledge of marketing strategies, concepts and practices
Demonstrates leadership, strategic & creative thinking
Ability to work independently and with a team in a fast-paced work environment

Print Center Client Associate Resume Examples & Samples

Prioritze, schedule and execute document workflow process activities
Set up, operate and maintain networked digital color production printing system and front end color servers, configure job processing settings, manage job queues, process files and print jobs
Convert digital files to formats such as PDF, TIFF, PostScript, XML, etc for import into document management system
Engage and procure special materials and/or external services from appropriate third party suppliers
Troubleshoot complex workflow issues and use resources to effectively and efficiently complete assigned projects
Experience: 1 year customer service experience
Employee completes initial and ongoing training and competencies as defined by service line, facility and department/unit which are specific to the needs of the patient population served (if applicable)
Preferred: Associates Degree- Graphics Design or technically oriented degree or equivalent experience

Client On-boarding Associate Resume Examples & Samples

Facilitate the on boarding process and provide timely and accurate feedback to key stakeholders
Initiate client account requests through internal systems and monitor progress on daily basis
Work with our global team to ensure an efficient global process and knowledge share
Provide regular metric updates
Previous experience in On boarding
Understanding of regulatory landscape
Strong excel skills, including pivot tables

Client Associate HNW Resume Examples & Samples

Effectively manage client relationships by providing the highest level of client service by
Developing and maintaining detailed knowledge of key clients within an assigned book, including but not limited to, the nature of account, trading patterns and margin requirements
Building client loyalty by proactively contacting clients through quarterly touch base calls as well as ad-hoc event invitations and targeted marketing campaigns
Proactively placing outbound service calls including, but not limited to, margin calls, return mail, retention, short sale buy backs and quarterly touch bases with book of clients
Foster and promote a pro-active sales environment with a focus on growing the business and retaining clients by
Developing strong relationships with your clients to increase share of wallet, develop COI’s and achieving growth objectives
Understanding client trading needs in order to increase trading activity by identifying referral and cross-sell opportunities with the intent to grow assets under management
Retaining clients through innovative solutions and thorough analysis of client’s accounts
Delivering educational components as needed through meetings, events, webinars and presentations
Answering all client service and trade related inquiries including client concerns in a fast-paced technology based environment. Communicating concepts clearly and effectively to all clients
Proactively ensuring engagement with assigned book of clients by maintaining quarterly contact with assignedbook of clients
Demonstrate resourcefulness by collaborating with other departments to ensure client service needs are properly met
Actively providing value-added client service, ensuring that every client experience meets or exceeds Scotia iTRADE’s service standards
Developing an expert level understanding of all customer segments including Mainstreet, Active Trader and High Net Worth, with the ability to serve them effectively and efficiently
. Assist in maintaining the effective service operation of Scotia iTRADE and the HNW team by
Creating proposals and recommendations for quality improvements and policies based on customer and business needs, trends, new business, or product launches
Exercise sound judgment and where necessary, sound recommendations when providing goodwill, authorizations and non-standard agreements
. Minimize risk to the business by
Adhering to and ensuring compliance with Know Your Customer requirements
Complying with regulatory requirements such as actively adhering to all Guidelines for Business Conduct and Privacy policies
Corresponding with clients and resolving client escalations via telephone, written format, and or social media at an advanced level and executed in accordance with compliance guidelines
Building effective working relationships across the team and with various internal business lines and corporate functions
Facilitating a culture of open and honest communication by actively participating and contributing to touch bases, team meetings, encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members
Ability to develop solid relationships with the client base
Ability to cross sell
Strong attention to detail; ability to set and achieve goals and work independently
Demonstrated PC skills including familiarity MS Office; working knowledge of investment data systems
Ability to learn new tasks quickly and accurately
Previous discount brokerage experience required
Minimum 3-4 years of trading experience, and minimum 2 years Options trading experience
Industry experience in a customer service and sales role

100

Associate Client Onboarding Analyst Resume Examples & Samples

Accurate and timely management of his/her own workflows and overall pipeline of open requests
Support ad hoc projects
1-2 years of experience in financial services

101

Senior Client Associate Resume Examples & Samples

Experience in developing sound relationships in a risk adverse environment
Sound ability to assess financial statements and identify/implement exit or retention strategies
Demonstrated ability to identify mutually beneficial solutions for both the customer and the Bank
Strong negotiation and interpersonal skills

102

Private Client Associate Resume Examples & Samples

In-depth industry training, as well as on proprietary investments, services, policies and procedures
Advanced training on trusts & estates, wealth planning analytics, investment management philosophies, and financial management strategies
A focus on client service excellence, partnership and sales training in order to strengthen the client experience
Behavioral training geared toward the development of communication, leadership, and other professional skills
Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

103

Client Associate Resume Examples & Samples

Participate in structured training programs and initiate self-driven training of the energy industry and Schneider Electric’s service offerings
Complete understanding of the basic operation of the industrial clients including, but not limited to, the client’s business operation, key contacts and their respective roles, their market risk tolerance, and their industry pressures
Support the Client Manager and Client Implementation Team in setup and implementation of data for new clients
Support the creation of a strategic energy plan, as directed by the Client Manager, and manage the activities against it with internal team members
Assist the Client Manager with managing and completing client requests and the recommended actions, as directed by the Client Manager
Execute and complete assigned tasks, as directed by the Client Manager, to ensure each client is served with excellence and sees the value being delivered
Assist in the leadership of industrial clients, as directed by the Client Manager, to making cost effective decisions related to their energy costs and usage to strategically position each company, including some transactional responsibilities
Assist Client Manager with coordination of client meetings using internal resources when appropriate, prepare the materials for the meeting(s), and present to all levels of the client’s organization
Bachelor’s degree required, along with a minimum of 3 years experience in a service industry with some direct customer-interface experience either in sales or client relationship, or equivalent experience
Proficient computer experience in Microsoft Office Products particularly Word, Excel, and PowerPoint
High commitment to the company’s vision and values
Good professional reputation; commitment to personal integrity and strong character
Proven track record of providing excellent customer service internally and externally
Effective working in team environment
Prior energy industry experience preferred but not required
Basic knowledge of energy industry and demonstrated ability to identify cost-saving or value generating opportunities and effectively communicate them to various parties a plus
Overall energy commodity, risk management, or DSM experience a plus
Advanced computer proficiency

104

Client Associate Resume Examples & Samples

Complete understanding of the basic operation of the commercial clients including, but not limited to, the client’s business operation, key contacts and their respective roles, their market risk tolerance, and their industry pressures
Support the creation a strategic energy plan, as directed by the Client Manager, and manage the activities against it with internal team members
Assist in the leadership of commercial clients, as directed by the Client Manager, to making cost effective decisions related to their energy costs and usage to strategically position each company, including some transactional responsibilities

105

Client Associate, Dock-level A, Minn, MN Resume Examples & Samples

PC / Internet Skills – Level 3
A valid drivers license (the license may not include restrictions related to a DWI/DUI conviction) and a satisfactory driving record as determined by Xerox (note that all individuals whose job responsibilities may include driving are subject to periodic motor vehicle records checks.)"
Utilize mail equipment per training (for example: finishing equipment, inserters, postage meters, envelope printers, scales, Pitney Bowes Mail Management systems, FedEx shipping systems)
Experienced delivering services in a client environment
Use of Production Mail Software
Train and mentor other Mail CAs
Understands and can process international mail and shipping requirements

106

Client Associate Resume Examples & Samples

Proven working experience in a front office handling receptionist responsibilities
Proficient with Microsoft Office Suite, experience with ACT software application a plus
Ability to be resourceful and proactive in dealing with issues that may arise
Ability to organize, multitask and prioritize
Ability to work in a high paced environment and remain calm under pressure
Ability to remain polite when dealing with difficult, impatient or upset clients
High school degree

107

Client Assets Associate Resume Examples & Samples

Contribute to efforts to enhance & maintain current CASS risk assessment and control framework across all FCA regulated entities
Work with Legal and Compliance so as to keep up-to-date with client asset rules and regulations
Participate in the implementation of rule changes impacting Operations teams
Participate in Client Asset initiatives
Knowledge and experience of CASS regulations preferred
Must be a self-starter who can liaise with various teams both regionally and globally
Must have strong communication skills to clearly articulate issues and ideas, provide timely escalation
Strong analytical skills with an ability to understand complex workflows across multiple business types required
Demonstration of strong organisational and project management skills required
Good interpersonal skills to build strong relationship with key stakeholders within and outside of Operations essential
Good influencing skills to work with the Operations team in challenging the status quo and continuously enhancing the control environment required

108

Client List Screening Associate Resume Examples & Samples

Direct oversight of 18 person team including the day to day management ensuring that the thru put of work is to the required standards expected
Coaching and mentoring of the Core Processing Analysts on a daily basis
Develop excellent relationships with the other Client Screening Locations in North America
Expected to understand and learn the existing procedures in place and then help with the training execution to the expanded team once all hires are in place
5-10 years experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in Compliance, KYC and Screening

109

Client Associate Resume Examples & Samples

Administrative tasks including answering phones, screening calls, taking messages, scheduling meetings, calendar maintenance, and scanning documents
Assist with meeting prep which includes preparation of reports and other meetings materials, entering personnel into security, and setting up conference rooms
Maintaining management systems and confirming client information is up-to-date
Collect accurate and applicable documentation for opening new accounts and service requests
Responsible for accurately completing client transactions for internal and external transfers (i.e. wires, checks, etc.)
Prepare client correspondence for the team
Assist with marketing initiatives for client events and informative emails and mailings
Process expenses for all team members in a timely manner
College graduate
Previous client service experience preferred, but not mandatory
Excellent communication and written skills
Proficient with Microsoft Office Suite

110

Client Associate Resume Examples & Samples

Help drive a large sales pipeline within the assigned accounts and achieve or exceeding sales margin objectives assigned annually
Help be a liaison between the customer and Optiv on all aspects of the customer’s strategic and tactical security plans.Effectively communicate Optiv value proposition
Build strong relationships within the customer’s organization to identify problems and assist the customer in finding appropriate solutions as a trusted advisor to the client
Build strong relationships with technology partners and respective field sales reps/management (inside and outside) to gather leads and be introduced into sales opportunities
Monitor and mediate all necessary communication between customer, vendor, and technical resources within each account
Maintain internal communications with Optiv team relative to specific opportunities and the associated requirements
Accurately and consistently maintain sales forecast
Drive attendance to regional marketing events
Maintain a solid understanding of partner pricing models and deal registration programs
Set proper expectations and maintain open communication with clients and vendors through the lifecycle of the sales process
Effectively leverage supporting resources in the sales process with the spirit of teamwork and cooperation
Professionally develop and present sales presentations to large groups and executive level clients
Some experience in solution and services based sales through work in an Information Technology environment typically gained over 1-3 years
Proven ability to build and execute territory and account plan with a track record of exceeding quota
Strong presentation and verbal communication skills
Superior detailed writing skills
Experience and knowledge of the IT Security market and competitors
Strong relationships with key executives and sponsors within the region
Experience and knowledge of Risk/ Compliance market and competitors
Experience and knowledge of the IT Infrastructure market and competitors
History of Awards/Recognition for exceptional sales initiative and ability
LI-CB1

111

Client Associate Resume Examples & Samples

Provide excellent client service, resolve issues and respond to client inquiries/requests regarding accounts, balances, etc
Assist with account opening process following established procedures and policies; prepare and compile new client applications, order necessary check books and ATM cards
Assist in processing wire transfers for clients as needed
Coordinate and assist back office operations in resolving credit problems, delinquent payment issues, and other related client concerns
Maintain operational compliance with bank policies and regulatory requirements
A minimum of 1 year banking experience required; broad knowledge of financial service products
Client service oriented with strong interpersonal skills; able to respond promptly to client needs and follow through on issues to build positive relationships
Highly motivated, proactive, organized and detail oriented, team player with a positive can-do attitude
Proficient in Microsoft Word and Outlook

112

Senior Client Associate Resume Examples & Samples

Provide excellent client service, resolve issues and respond to client inquiries/requests regarding accounts
Prepare and compile new client applications and information to open new accounts
Assist in processing wire transfers
Coordinate and assist back office operations in resolving credit problems, delinquent payment issues and other related concerns
Complete operational tasks including invoice payment, daily and monthly reports, monthly audits, etc
Promote and cross-sell products and services appropriate to client needs
Minimum 3 years of related banking experience in a similar role
Strong interpersonal and client servicing skills
Broad knowledge of financial products, services and compliance, including KYC-AML

113

Associate Client Director Resume Examples & Samples

Develop and lead client teams through designing, selling, executing and presenting analytic studies to meet client’s research objectives
Accountable for driving your team’s sales to meet revenue goals
Demonstrated strength in maintaining positive client relationships in complex situations & resolving client issues
Highly Proficient in a variety of Software Solutions and Digital Technologies

114

Associate Client Director Resume Examples & Samples

Lead client engagement and relationships by driving client outcomes and delivering against strategic priorities while managing and cultivating a high performing team
Develop a keen understanding of client needs and develop sales strategies to capitalize on revenue opportunities
Apply your knowledge of client’s industry, organization and strategic business priorities to provide solutions, add value and achieve clients’ most important goals
Ensure all client agreements are successfully implemented, taking corrective action and removing barriers if needed to guarantee client expectations are met
Own and monitor revenue plans and take action to close gaps through a combination of account plan execution, relationship building and new business development
Seek out opportunities to improve operational efficiencies in alignment with cost leadership and drive results of process improvement initiatives
Recruit, build and maintain a strong, diverse, talent team of people to meet ever shifting business needs, as well as, continuously assess organizational structure and alignment of talent to strategic business objectives
Instill a growth and sales team culture while being accountable for your team’s sales goals
Able to lead positive client relationships in complex situations, resolve client issues & grow client revenue
Effective in senior level communications, influencing & negotiation
Proficient financial & contractual management
Able to manage, motivate, develop & inspire large teams
6-8 years’ experience

115

New Client Associate Resume Examples & Samples

Set up of the YTD wages for all employee demos
Balance client’s YTD earnings and taxes in addition to reconciling any differences that may occur
Provide assistance and backup for other team members
The New Client Associate will review employee demographics entered by others
Complete the necessary steps to enter the client’s information in the applicable platform
In our busy season, the team works overtime hours; weekdays and weekends as requested; not limited to but with an emphasis on daily overtime and weekend hours during year-end months (December through February)
HS diploma or GED equivalent required
1+ years prior job related experience in Data Entry and Customer Service
Exposure to payroll and knowledge of industry applications
Excellent customer service and team working skills required
Computer savvy including working with Microsoft Excel spreadsheets
Exposure to Accounting or Payroll systems such as QuickBooks or ADP
CPP/FPC certification preferred

116

Senior Client Associate Resume Examples & Samples

Process wire transfers, prepare and compile new client applications, as well as open new accounts
Ensure compliance with wire transfer requirements, as well as new account opening documentation
Minimum 5 years of related banking experience in a similar role
Strong interpersonal and client service skills with the ability to make independent decisions and manage time effectively

117

Private Client Associate Resume Examples & Samples

Bachelor’s Degree in Business Administration or equivalent combination of training and experience required
At least 2 years of experience in private banking
Must have demonstrated ability to sell and build relationships with branch staff
Demonstrate high level of expertise in sales, networking, negotiation, business acumen, relationship building and execution of responsibilities
Possess proficient interpersonal communication, writing and group presentation skills
Travel required (between branches or conduct business meeting with clients)
California MLO, California Health, Life & Disability and FINRA Series 7, 66 registration highly preferred; if hired without licenses, candidate will need to acquire all four licenses within 3 months of employment

118

Client Associate Resume Examples & Samples

Provide support, primarily via phone and email, to product users (often involving complex issues and functionality)
Conduct user training sessions
Troubleshoot and test customer-reported product defects and issues
Track and manage support activities
Identify and escalate issues to appropriate internal personnel
Advise users on best-practices
Work cross-functionally with other teams to ensure customer satisfaction
Ensure customer retention and satisfaction
Identify process opportunities, and develop and improve processes for trainings, support, and usage/adoption
Recommend and advocate for product enhancements based on product expertise and analysis/evaluation of customer needs
Knowledge of legal processes, terms, and industry
Familiarity and comfort with technology and databases to develop an “expert” level understanding of the product offerings and subject matter
Ability to handle and identify priorities for multiple projects at the same time (CSAs manage their time and projects, ensuring that we meet or exceed our client obligations, and continue to develop deep client relationships)
Ability to communicate information clearly in writing and over the phone
Ability to handle support issues with tact and diplomacy
Modify practices and procedures to meet individual customer situations, suggesting workarounds as needed
Project management skills, aptitude or experience
Minimum of two years of experience in

119

Client Associate, Asr-level A Resume Examples & Samples

A minimum of 5 years Production Print Experience
A basic knowledge of mailroom operations and distribution
Ability to perform basic maintenance on multifunction devices
Independent thinker with acute problem solving skills
Self starter that does not require direct supervision. Able to provide excellent service without direction
Provides backup and peak workload support to all Client Associates in territory
Establish support coverage schedules with Managers and Site Coordinators
Supports training of new employees, as required
Supports asset redeployment initiatives (re-use, re-deploy, and disposition activities for office assets)
Ensures key contact list for all clients is maintained and available
Ensures day to day interface with account key contacts is maintained during coverage support
Work with account team to ensure the Value Assurance Process is current and up to date
Communicates to Site Coordinator and Manager all process opportunities identified during support period
Maintain appropriate communication within assigned area of coverage to ensure peak workloads and absences are managed
Provide accurate and timely monthly reporting of activities as required
Performs timely submission of billing requirements with all associated reporting (XONE / Falcon)
Coordinates and fair shares overtime requirements
Tracks overtime by account covered to ensure proper billing
Use of Computer: Email, MS Word, Excel, PowerPoint
Problem resolution and escalation
Use of organizational and time management skills to facilitate client deliverables
Travel to accounts supported using reliable dependable transportation

120

Licensed Client Associate Resume Examples & Samples

Provides telephone customer service to brokerage and investment clients by providing accurate information regarding their investment, answer questions regarding existing accounts and handling requests such as additional purchases, redemption’s and account changes
Placing trades as instructed by advisor or clients according to the firm’s policies and procedures
Solicits existing client base by phone for appointments and additional sales
Acts as a backup for Investment Services Registered Representative and advisors to accept trades and provide consultation and recommendations to existing clients and potential clients
Oversees account documents, forms, and reports and submits business to operations
Gathers sales and productivity information for representatives and produces reports as directed by department management for activities within the investment program, and/or advisors
Travels to branches or other required locations when needed to cover appointments for Investment Services Registered Representatives and/or advisors. Meets with clients to discuss financial situation and makes recommendations on investment products as directed by Investment Service Representative and/or advisors
Maintains referral system for accuracy and provides feedback for referrals and Investment Service Representatives and/or advisors as instructed by advisor’s preferenceto referrers
Performs analysis of financial products and prepares client presentations
Confirms and schedules appointments with referrers

121

Client Associate Resume Examples & Samples

Significant level of experience in client servicing
Experience with investment and banking products
Keen attention to details
Ability to work well in competitive and fast paced sales environment
Problem solving skills and demonstrated initiative

122

Associate, Client Management Resume Examples & Samples

Provide the single point of contact for onboarding / renewal and off-boarding activity in a location (at Location, Sector or Sub-sector level depending on the scale of the location)
Co-ordination of onboarding/renewal and off-boarding activity on behalf of the GBM Relationship Managers aligned to clients requirements
Strong business knowledge and a working knowledge of onboarding and the products that are utilized but with the ability to gather SME’s when required to fill the skill gaps; Strong knowledge of the regulatory requirements

123

Associate, Client Management Resume Examples & Samples

Onboarding and Client Management Services are accountable for the management and coordination of onboarding, existing client management, renewals and reviews and coordination of client exits. The service has a global reach across countries in which Global Banking and Markets (GB&M) does business. The main focus of the role is
This Role is specific Corporates space covering large Corporations. Fast moving time sensitive space – needs strong multi-tasker who has excellent organization skills and can effectively coordinate multiple high volume fund onboardings, supporting in a demanding space
Client Associate will work closely with GBM RM’s and Products Sales to pro-actively drive onboarding for the client to ensure all requests are captured, prioritized and resolved within agreed timeframes. Taking ownership of onboarding problems and resolving onboarding issues. Ensuring transparency and regular communication and updates to key stakeholders. The Client Associate will direct the case management of onboarding requests either processed locally or by off-shore (or near shore) case managers. They will be accountable for working closely with all functional teams (primarily Credit, Docs and Account Maintenance) to ensure priorities are aligned and that business requirements can be met across the end to end process
Very strong emphasis on ability to build effective relationships with both internal and external clients / stakeholders to expedite resolution of onboarding issues and maintain fluidity of onboarding pipe to directly maximize revenue generation opportunities while ensuring full alignment with HSBC policy and controls
Responsible for ensuring all required information is available to ensure the smooth completion of the request end to end, including information required by all downstream functions
Own and orchestrate, to completion, cross-border request, in multiple jurisdictions if needed for clients that they own and by working closely with other client managers across the globe
Be the onshore escalation point for all onboarding issues, working closely with all impacted and interested parties and driving the near shore case managers and functional SMEs to ensure bottlenecks are resolved in an efficient and timely manner
Alignment to and Delivery of the onboarding standard
Assist in the communication and embedding of the standard onboarding processes based on knowledge of the location, client and product requirements
Accountable for ensuring all required steps in the onboarding process have been undertaken and that all relevant controls have been adhered to
Support business and onboarding delivery teams to build alignment to the standards and to introduce the required controls and measures
Language Skills – Must be able to communicate well (verbally and written) with clients

124

Private Client Associate Resume Examples & Samples

The Private Client Associates's primary responsibility is provide personalized service to our Private Wealth clients for their day to day needs
Responsible for ensuring all clients are contacted on a recurring basis to ensure that they receive the highest level of service
Provides support to correspond with clients on behalf of the Wealth Advisors, logs client activity, pipeline activity and sales reporting

125

CIB F&BM Client Profitability Associate Resume Examples & Samples

Work collaboratively with business and technology stakeholders to deliver solutions that improve client profitability data and reporting
Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
Assist iBanker users by providing client profitability related subject matter expertise and facilitating data issue resolution
Build and maintain relationships across key business stakeholders, Operations and Technology partners
Daily project management of key initiatives, including status updates, reviews and other required communications
Demonstrated leadership and influencing skills, including good decision making and ability to work independently
Strong verbal and written communication skills; ability to communicate with all levels of management and ability to work across a variety of cross-functional teams
Team-oriented with the ability to adapt to changing business priorities and schedules; ability to manage multiple deliverables at the same time
Excellent computer skills including Excel, Word, Project, PowerPoint, Access, Cognos, SQL and SharePoint; prior experience with Qlikview, Business Objects and Hyperion Essbase are a plus

126

Associate Director, Client Solutions Resume Examples & Samples

Lead a team and provide guidance and escalation for day-to-day Client Solutions responsibilities
Build and maintain processes that Solutions Analysts need to follow
Uphold necessary SLAs and OLAs in order to meet the necessary KPIs developed
Advocate for product supportability
Coach and mentor a team of Solutions Analysts and may need to provide critical feedback to employees in order to promote employee professional development
Participate in the process of growing the team by conducting interviews and assisting the Recruiting Team
Contribute to various training initiatives to continue to enhance product and process knowledge within Client Solutions
Build strong relationships with clients and third-parties and act as a point of escalation
Work with various Client Service teams to provide valuable insight and feedback in clients’ day-to-day activities
Ensures that decisions made to improve the overall customer support are continually carried through
Bachelor’s degree required, with minimum of 5 years in support or customer service role. Experience in financial technology is a plus
Understanding of the financial technology space including knowledge of the EzeSoft products and industry trends
Analytical thinking and problem solving abilities, and the ability to manage difficult situations
Effective communication and relationship-building skills, with an understanding of how to tailor the message to various internal functions
Applies principles of logical or technical thinking to define problems, collect data, establish facts and draw valid conclusions
Performs under stress, dealing with persons acting under stress and adapts when confronted with emergency situations
Understanding of ITIL best practices is a plus

127

Associate Client Director Resume Examples & Samples

Delivery of multiple work-streams in order to meet client expectations through effective mobilisation of the DAN resources and people at all times
Implement new ways of working within the teams, ensuring that process is being adhered to
To manage the Clients requirements across the network
Demonstrate the ability to cultivate strong relationships across local markets/operating companies to ensure that work is delivered on time and to high quality
Support the up-skilling of local markets as appropriate and identifying any local market challenges

128

Senior Client Associate Resume Examples & Samples

Proven client servicing and/or relevant client related working experience
Knowledge and exposure to investment and banking products
Team player who is self-motivated and able to work independently with minimal supervision
Customer service-oriented with great interpersonal and communication skills
Ability to work well in competitive, fast paced sales environment, with strong problem solving skills/initiative

129

Senior Client Associate Resume Examples & Samples

Process wire transfers and movement of funds for clients. Review template to ensure that requests are in accordance with particulars of the escrow agreement
Update excel spreadsheets with pertinent client information
Maintain operational compliance with bank policies and regulatory requirements, including OFAC checks

130

Client Associate, Production Resume Examples & Samples

Customer service and communication skills
Data entry
PC / Internet – Level 1

131

Branch Client Associate Resume Examples & Samples

Accountable for back office operational decisions for items including but not limited to loan advances/payments, negative and mhold wires, signature verifications and service-related research, cash and coin requests and courier deposits. Provide counsel to members of team and consultative sales team on client best practices
Process deposits, courier bags, withdrawals, cash checks and other similar teller duties
Order cash, process change orders, prepare cash shipments and balance vault
Answer phones, process research requests, respond to email request from external and internal clients; deposit/check cashing verification and may provide approval for other peers
Prepare monthly certifications each month as well as complete compliance training
Pull reports and process disposition; respond to NSF notices for wires, checks, FX purchases; signature and check verification dispositions; process fee reversals, Process mail, payments, check orders
Process paperwork for new accounts, close accounts, account updates, online banking enrollment and maintenance, products and services setup and maintenance; product and services training

132

Client Associate Resume Examples & Samples

Supports the sales activities of designated Client Partners
Liaise with the solutions engine to develop solutions and partnerships concepts and pricing
Prepare and send proposals for presentations to clients
Deliver excellent client support
Communicate and follow up with clients and internal departments in a deadline driven environment
Assist with research for meetings and special projects as needed
Ensure that the sales team has the required sales materials and support information for sales calls and RFP responses
Seek invoice orders and ensure internal teams have been properly briefed to deliver media solutions
2+ years’ experience in advertising sales support is required
Proven high standards of client support and service
Articulate and intelligent, with strong writing and presentation skills
Candidates must possess initiative, be detail oriented, and able to work independently and within a team environment
Organized and focused on priorities that move the sales process forward
Creative thinker who can match marketer's goals with the unique, affluent audiences available through our media properties
Attention to detail and strong written and communication skills
Proven ability to work well within a team environment while accomplishing individual projects
Strong proficiency with Microsoft applications
Strong familiarity with non-traditional media solutions, including custom content and conferences
Strong familiarity with traditional media, print and digital media
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133

Private Client Associate Resume Examples & Samples

Act as trusted advisor to, and an advocate for, clients and prospects; facilitate integrated recommendations that encompass multiple products and services as needed
Effectively build and manage a book of relationships and act as relationship lead accountable for the client’s experience
Meet Risk & Compliance requirements as outlined within the firms policies and procedures guide
Excellent business development skills
Conveys confidence and executive presence
Series 7, 63 and 65 (or Series 7 and 66) required (Must obtain series 7 & 66 license within 6 months of start date.)

134

Client Associate, Mail-level A Resume Examples & Samples

Receive and direct multiple incoming telephone calls on a multi-line telephone system. Document accurate and complete messages
Greet visitors and adhere to customer security / badge requirements
Set-up, maintain files/records
PC / Internet Skills – Level 1
Must possess a valid drivers license (the license may not include restrictions related to a DWI/DUI conviction) and a satisfactory driving record as determined by Xerox (note that all individuals whose job responsibilities may include driving are subject to periodic motor vehicle records checks.)"

135

Associate Director, Client Solutions Resume Examples & Samples

Key account management: The candidate should be good in client management – understanding client requirements, delivering as per client expectation, engaging with the right contacts at client and internally to have a deeper engagement with client
Cross functional engagement: Candidate should be able to interact with different teams within Nielsen and client to meet the needs of the client. This would mean lot of coordination and connect with internal and client stakeholders
Business Development: Understand the client business and their business plans. Look for opportunities to engage with client and involve right Nielsen teams to drive Nielsen business. For this, the candidate is expected to develop a good understanding of the Nielsen business to drive revenue from retailers
Team management: Should be good at handling a team. Should be focussed on the interest of the team, motivate the team to fulfil client requirements, encourage the team to take up additional responsibilities for the team, be open to the team about the business plans for the Retail Vertical and Nielsen

136

Associate, Client Management Resume Examples & Samples

Providing the single point of contact for onboarding, renewal and off-boarding activities across the Banking Middle Office location (at a Country, Sector or Sub-sector level depending on the scale of the operation within the operating location)
Co-ordination of onboarding, renewal and off-boarding activity on behalf of the GBM Relationship Managers aligned to clients requirements
Working closely with Global Banking Relationship Managers and Products Sales to pro-actively drive onboarding for the client to ensure all requests (new business, renewals and exits) are captured, prioritized and resolved within agreed timeframes. For new business, supporting the GBM Relationship Managers with client selection and suitability activities
Being accountable for working closely with all onboarding functional teams (Credit due-diligence, Client Documentation Negotiation, KYC & Client Identification Due-Diligence, Entity Maintenance & Account Maintenance) to ensure priorities are aligned and that business requirements can be met across the end to end process
The Banking Middle Office Client Manager plays a central role in managing client onboarding for GBM – operating in a dynamic, pressurized, time-sensitive environment, the Client Manager interacts with a wide range of internal and external stakeholders which includes the client, Relationship Managers, Credit due-diligence, Client Documentation Group, KYC & Client Due-Diligence, Entity & Account Maintenance and product partners to ensure all requirements are understood to support key BMO services
Familiar with AML/KYC regulatory requirements
Thorough understanding of legal structures of various client types including financial institutions, corporate organisations, funds, SPVs etc
Excellent planning and organizing skills
Proficiency in using MS Office software is essential, particularly MS excel, PowerPoint and Word
Good abilities in use of internet search engines
Fluent in English (written and spoken) and a local language for location where English is not the preferred Business Language

137

Client Associate Resume Examples & Samples

Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience preferred
Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe
Knowledge of investment and banking products, policies & procedures is preferred

138

Associate Client Director Resume Examples & Samples

Support the relationship with their central and/or local client
Support the implementation of the strategic vision with the support of the internal team, local markets, OpCos and specialist functions
Deliver business financial targets for designated small clients, or support the delivery of financial targets on larger clients
Be an ambassador for Carat, connecting across internal and external networks to deliver the operating model and build the brand reputations of Carat and Dentsu Aegis Network
Managing the Business: Delivery of multiple workstreams in order to meet client expectations through effective mobilisation of the DAN resources and people at all times
Implement new ways of working within the teams, ensuring that process is being adhered to (huddles, information centres, standard and operating procedures etc.)
Relationship Management: Responsible for delivering outstanding client service for your central and/or local clients and working with Client Director and Client Partner to deliver according to appropriate contact strategy and client service plan
Proactive Client Development: Proactively seek out opportunities for cross-sell and up-sell and consult with Client Director/Client Partner on mobilisation of these opportunities
Managing Client requirements across the network: Responding in a timely and accurate manner to client requests for information, working seamlessly with internal stakeholders and colleagues across the network in order to deal with their requests
Network Client team management:Appropriate management and mobilisation of Carat network / OpCos around client
Delivering and sharing best practice as appropriate
Demonstrate the ability to cultivate strong relationships across local markets/OpCos to ensure that work is delivered on time and to high quality
Global and Local Team Resourcing:Supporting the up-skilling of local markets as appropriate and identifying any local market challenges
Global Media Partnerships: Delivery of GMP plans into local agency deliverables and ensure that partnerships are seamlessly executed across network working closely with appropriate DAN colleagues (eg Amplifi)
Commercial Finance: Where appropriate, on local/small client accounts, working with Operations Director to ensure forecasting and P&L management process are delivered accurately and managed appropriately
Operational Finance: Where appropriate, on local/small client accounts work with the operations director to ensure that the operational finance process on your client is smooth and error free. Lead issue resolution
New Business: Active engagement in new business opportunities as appropriate
Managing People: Responsible for actively developing direct reports. Must ensure they are motivated, have a clear and regularly reviewed development plan. Must positively demonstrate DAN values at all times. Responsible for ensuring the DAN Personal Best process is used to set stretching, but achievable, personal objectives for their direct reports, which contribute to Carat delivering its business plan
Working with the Client Director/Client Partner to ensure the planning process is delivered end to end, mobilising appropriate resources from across the network and supporting specifically the Planning and Strategy Directors involved on the client business to develop strategic, integrated, consumer focused solutions to client business challenges
Support the integration of planning solutions into the network and effectively translate strategic plans into consistently good execution in every market, working closely with local leads
Media, strategy and product Skills

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