Client Operations Resume Samples

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C Ryan

Cydney

Ryan

475 Abbott Drives

Philadelphia

+1 (555) 336 3659

475 Abbott Drives

Philadelphia

Phone

p +1 (555) 336 3659

Experience Experience

Chicago, IL

Client Operations Analyst

Chicago, IL

Gislason, Harris and Kilback

Chicago, IL

Client Operations Analyst

The Client Operations Analyst will provide support for the Relations Management teams by performing the tasks outlined below
Process investor documentation into the Client Relationship Management (CRM) system
Serve as the primary liaison with the fund administrator’s Investor Relations team
Assist with the preparation and updating of all investor materials including one page fund summaries, power point presentations and general investor reporting
Generate and update internal reports and data used to support the relationship management team
Draft letters to investors; assist with monthly mailings and distributions to investors
Complete RFPs for investors on behalf on the relationship management teams

Houston, TX

Client Operations Associate

Houston, TX

Reichert-Johns

Houston, TX

Client Operations Associate

Work with the Global Risk Managers to perform risk reviews to improve the control environment via multiple work streams and initiatives
Assist line manager in streamlining procedures by tracking manual processes, and finding opportunities for improvement without systemic solutions
Work with clients, Global Agency Desks and LD Ops to manage expiry process front to back
Focusing on providing superior client service with an emphasis on risk management
PIT and PNT transaction management
Pending trade and out trade management
Develop and maintain custom portfolio structure exhibits for investment team and client use

present

Detroit, MI

Client Operations Specialist

Detroit, MI

Kilback, Herzog and Wilderman

present

Detroit, MI

Client Operations Specialist

present

Drives the development and training of new COS team members and provides ongoing performance coaching to existing COS team members
Provide system reporting or analytics to the Client Manager, operations, and management upon request
Provide system reporting or analytics to the Account Manager, operations, and management upon request
Conduct twice yearly formal performance review of each team member and informal quarterly performance reviews
Actively work with sales and operations on process improvement initiatives
Work with IT to develop and rollout new technology
Generate and accurately report Renewal pipeline to Client Managers and Sales Management

Education Education

Bachelor’s Degree in Business

University of Illinois at Chicago

Bachelor’s Degree in Business

Skills Skills

Technical Experience: Proficient knowledge of service applications, Proficient in all Microsoft applications
Basic understanding of the sales process with ability to provide the client accurate SLA's and delivery information
Attention to Detail
Communication: Possess strong verbal and written skills to interact with both internal and external clients at all levels
Ability to lead and motivate direct reports, often remote
Ability to prioritize tasks to align with particular deadlines
Ability to build relationships and trust with internal and external partners/clients
Teamwork / Interpersonal: Ability to interact with others, provide back-up coverage for team members and assist team members during high volume periods
Proficient in all Microsoft applications
Working knowledge of a customer's purchasing process from an Inside Sales perspective

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Client Operations Specialist Resume Examples & Samples

Ownership of end-to-end case management
Leverage product knowledge to research and resolve investigations within standards
Liaise between Service Representatives & Clients for timely problem identification and resolution and provide real time support
Participate in client conference calls
Partner with product/process specialist to develop and maintain process & product knowledge
Work collaboratively with teammates and internal teams to exceed client’s expectations
Work independently and efficiently to achieve high level of productivity
Execute against strategies to drive down inquiries & cycle time and increase quality
Proactively identify issues and engage clients to communicate opportunities to enhance their internal processes
Promote self-service opportunities
Create and maintain strong network with internal colleagues, stakeholders and external clients
Cash Management product knowledge and process knowledge
Proficiency in the standard tools and applications required to support the product
Fully understand and implement Citigroup’s values
Responsibility to our clients, to each other and to our franchise
Bachelor’s degree or equivalent experience preferred
Business Experience: 3+ years business related experience in a client facing role
Technical Experience: Proficient knowledge of service applications
Demonstrated interpersonal and listening skills for problem identification and resolution
Proficient in all Microsoft applications

Client Operations Specialist Resume Examples & Samples

Communication: Possess strong verbal and written skills to interact with both internal and external clients at all levels
Teamwork / Interpersonal: Ability to interact with others, provide back-up coverage for team members and assist team members during high volume periods
Product/Process Knowledge: Cash Management product knowledge and process knowledge; Proficiency in the standard tools and applications required to support the product
Fully understand and implement Citigroup’s values: Responsibility to our clients, to each other and to our franchise
Business Experience: 3 years business related experience in a client facing role
Soft Skills: Demonstrated interpersonal and listening skills for problem identification and resolution

Manager, Client Operations Resume Examples & Samples

Partner daily with Director, Client Operations, providing operational support to all business practices
Act as backup during absences’; oversee personnel to ensure appropriate fiduciary standards and documentation
Work with Director, Client Operations and operations staff to identify process improvements that support business strategy and firm policies
Collaborate with the Director, Client Operations and other department leads to ensure the firm’s operating strategies, initiatives and policies are implemented effectively and efficiently
Maintain effective working relationships with department and staff for family office, investment advisory, trust and investments and capital advisory, compliance, legal, technology, and human resources
Identify, assess, recommend and implement operational improvements to continually improve client service, ethos, and back office operations
Assist Director, Client Operations in leading and managing the implementation of major projects and initiatives to completion
Lead initiative to integrate and operationalize FOS processes; guiding and supporting implementation to process changes
Lead CTC myCFO Business Continuity Strategy, partnering with BCM and Technology; inclusive of planning and executing BCP and DR testing
Proven leadership and results driven management experience as well the ability to work with diverse cross-functional teams
4 years of operations experience in an RIA, professional services or banking environment
Experience with back-office technologies and operational environment, including core business activities, internal systems, including workflows and data flows
Knowledge of SEC rules, and compliance programs and practices
Understanding of business and risk drivers (operational, regulatory, legal, technology) and the the abililty to resolve multiple interests and constraints
Ability to establish and maintain effective relationships with employees, business leads and enterprise support partners
Extensive knowledge of core business activities and internal systems, including workflows and data flows
Excellent analytical, written and oral communication skills and abilities to analyze recommend and implement policies, procedures, technologies and initiatives
Experience with business continuity programs a plus
Experience with business integrations a plus

Client Operations Resume Examples & Samples

Provide exceptional client service that maintains and continually enhances relationships to improve the overall client experience
Maintain a transaction processing accuracy and aim for zero defects
Apply an assertively meticulous investigation and collaboration approach to expedite accurate transaction completion
Evidence continuous process re-engineering through the successful completion of at least two initiatives that significantly improve client service, risk mitigation, capacity and/or reduce cost
Self-development via formal and informal training. Subsequent to training, information sharing, incorporation into the daily work and evidence of the benefits derived is expected. [This requirement is in addition to successfully passing all mandatory training before the prescribed deadline
Cash security product knowledge a plus

VP-client Operations Resume Examples & Samples

Manage the activities 8 non-exempt and 1 exempt staff member
Ensure compliance with internal audit programs
Interact with Customer Service and multi-Operational departments
Manage/Monitor all cash breaks and manage towards quick resolution
Recommend enhancements, identify benefits and implement training as needed
Ability to manage multiple tasks with a high attention to detail in a process driven deadline oriented environment
Must possess proven people leadership and project management skills and the ability to build strong relationships within the business
Must be able to adapt to change in a fast paced environment Strong Customer Service skills are a must Qualifications
BA/BS degree or equivalent work experience required
Minimum 5 years of Operations/Supervisory experienced required
Strong leadership skill with a proven record of providing results
Strong interpersonal, analytical and problem solving skills
Demonstrated ability to implement process improvements
Analytical with the ability to adapt to change in a fast paced environment
Control and Risk Oriented
Strong Customer Service skills

Client Operations Analyst Resume Examples & Samples

The Client Operations Analyst will provide support for the Relations Management teams by performing the tasks outlined below
Process investor documentation into the Client Relationship Management (CRM) system
Serve as the primary liaison with the fund administrator’s Investor Relations team
Assist with the preparation and updating of all investor materials including one page fund summaries, power point presentations and general investor reporting
Generate and update internal reports and data used to support the relationship management team
Draft letters to investors; assist with monthly mailings and distributions to investors
Complete RFPs for investors on behalf on the relationship management teams
Maintain the external website and all investor communication that occurs via the website
Oversee the entry of data into industry and consultant databases
Assist in investor Operational Due Diligence
Develop an in-depth knowledge of the Firm’s investment products, capabilities, and personnel, and over time be able to clearly articulate the Firm’s distinguishing characteristics, competitive and sustainable advantage, investment philosophy, investment process, risk oversight function, performance attribution, collegial and collaborative culture, and sector-specialist research platform
Build strong internal relationships with senior investment and business professionals, particularly those involved in client and prospective client calls and meetings
Highly-motivated and passionate about the alternative investment industry
Two to three years’ experience in the financial services industry preferred
Excellent written and oral communication skills required, including the ability to take complex ideas and communicate them in simple frameworks
Must be a detail oriented self-starter, extremely well-organized, and able to work on a deadline in a fast-paced team-oriented environment. Being a team player is a critical quality for this role
BS/BA degree required - ideally with an emphasis in accounting, business management or finance
Must be proficient with MS Office Suite, including Excel, Word, and PowerPoint

Client Operations Resume Examples & Samples

Ensure timely identification, escalation and remediation of key risk items; along with effective regulatory and frim policy compliance
Maintain a transaction processing accuracy and efficiency rating of 90% or higher for all clients
Self development via formal and informal training. Subsequent to training, information sharing, incorporation into the daily work and evidence of the benefits derived is expected. [This requirement is in addition to successfully passing all mandatory training before the prescribed deadline
Participate in, coordinate and/or lead two philanthropic events
2 to 5 years Investment Banking Operations or Client Service within Financial Services, Prime Brokerage experience preferred
Equity and Fixed income settlement expertise

NA Client Operations Transaction Services Analyst Resume Examples & Samples

Customer Service for both internal and external clients
Payment investigation and analysis on a granular level
Provide feedback to the payment processing team
Data extraction and volume tracking
Multiple reconciliations
Create payment adjustments
Self motivated with strong time management skills
Banking and payment knowledge including SWIFT, FED, and CHIPS
Ability to work in high-volume, high pressure processing environment
Strong computer skills, including Word and Excel
Excellent attention to detail and problem solving skills
Proven success as a team player and excellent interpersonal skills are a must
Flexibility in work hours, able to work overtime

Csil TTS Client Operations Resume Examples & Samples

Interactions with our business partners, product and senior management
Responsibility for the maintenance of compliance environment
Ensure effective, robust and proactive handling of the compliance segment of the India Operations – Trade
Interact with operation staff, management, implementations, technology and other critical teams (i.e., Compliance, Legal & CSIS) - often with stakeholders
Training/cross-training within operations
Provide support to all operational processes as needed with India Trade Ops
Participate in UAT, implementation and training
Properly monitor compliance related activities to ensure adherence to Audit and Control policies
Perform within departmental procedures and compliance standards in order to minimize losses to the firm
Provide support to all operational processes as needed
Understand the procedures and compliance policies of the Regional Processing Center
Participate in activities related to risk, control and compliance
May lead or assist with projects and develop or assist with special reports
May be responsible for maintaining department calendars and project workbooks
Handle transactional escalations from junior staff and provide guidance and support
3 to 5 years of experience in banking industry with at least 3 years in Trade Services Operations
2+ years Compliance experience involving reviewing, researching and disambiguating cases as required
Advanced skills in MS Office required
CDCS is preferred

Prime Services Client Operations Resume Examples & Samples

The Prime Brokerage Client Operations team are a Client Services Group in Operations, which sit between external Prime Brokerage clients, Client Service Rep’s who are based in the Front Office and the Securities processing teams
This function provides Prime Brokerage clients with a Single Point of Contact for any Operational post-execution booking or settlement related queries on security transactions
Where required we leverage our relationships with Internal Operations departments on processing and market settlement issues
The team performs a range of functions, from resolving queries a client may have around booking or settlement related issues, to performing detailed root cause analysis on exceptions to reduce re-work for both Credit Suisse and our Prime Brokerage Clients
Client Trade Activity: Resolving any exceptions on Prime Brokerage Client trade files
Pre-Settlement: Monitoring of a large value trade report to ensure all unmatched trades in the settlement market are narrated appropriately
Settlement monitoring: Daily monitoring of trades to ensure timely settlement that all failing trades are clearly narrated with a reason code
Post Settlement: Partner with the Front Office to review Client and Broker efficiency rates with a view to improve straight through processing and reduce re-work caused by fails

TTS Client Operations Western Europe & Ireland Head Resume Examples & Samples

Participate fully as a part of the Client Operations Leadership team, constantly striving to find new ways to collaborate, innovate, transform and improve the business to ensure viability
Identify synergies
Participate in defining strategic solutions for the Client Operations function that reflect the objectives of TTS and are appropriately tailored and fit for purpose within the EMEA region
Actively engage in the shaping of EMEA Client Operations strategic direction, through input into right placement and structure decisions
Promote and build dedicated client focus within the group
Be the client advocate
Lead critical client service reviews, improving and maintaining high client satisfaction
Proactively identity and manage client and operational risk through leading client specific operational risk reviews
Ensure accurate management of FTE capacity requirements
Ensure directs have clear goals and objectives, supporting both personal and business development
Manage relationships with internal stakeholders like product, Coverage teams etc. to ensure there is a complete understanding of client needs, that there is continuous and open and constructive dialogue aiming to resolve or ease tensions and identify problems early
Oversee significant client initiatives
Ensure that service is being delivered as agreed, to the required level of performance and quality. Managing risk is critical aspect of managing service delivery. Work with the client to develop appropriate business continuity plans
Develop a framework of a mutual commitment to meeting evolving business requirements and adapting to changing circumstances. Treat change as an opportunity to improve the service
Understand and maintain a consolidated view of OandT delivery commitments towards clients and with product/technology and coverage partners and communicate these
Provide leadership and ownership in seeking solutions when crisis situations arise
Act as interface between Client Operations and Regulatory bodies such as FFED, PRA, FSA and CBI
Ensure a pristine controls environment
Ensure excellent controls and governance practices for all outsourced and offshored functions
Identify, develop and retain key talent on behalf of the overall business. Manage the performance of the direct reports, addressing poor performance sensitively and promptly and recognizing exceptional performance using the full range of supports within Citi. Support the Section Managers in relation to performance management of the full team
Manage headcount according to budget commitments
Ensure WE Client Operations delivers on budgetary commitments
Execute a communication plan to engage with the WE staff base that provides transparency of execution and encourages participation and collaboration
Keep abreast of all Regulatory and Industry changes, noting how these may impact our clients
Minimum of 10-15 years of strong management experience
Significant experience in Financial Services
Proven ability to execute
Proven ability to build successful teams
Proven ability to understand new technical and Product solutions in short time frame
Detailed understanding of the TTS business
Strong technical knowledge of TTS Products and regional regulatory requirements
Experience in performing complex problem solving and business trade off decision analysis
Demonstrable ability to interact with senior management and clients
Proven ability to meet new challenges, assimilate new information and to influence people through maturity of approach
Proven budget management abilities
Proven ability to manage and lead large teams
Proven ability to lead cost saving initiatives
Proven ability to handle complex issues, system outages, changes and recoveries
Leadership and management of complex and regional functions
An advanced Customer Service mind-set with skill to instil a client centric culture across Client Operations
Excellent communication skills required to negotiate at a senior level and to articulate complex recommendations
Goals-focused and results-driven
Commercially-minded
Structured in approach
Creative and resourceful problem solving
Ability to manage cross functional stakeholders
3rd level degree in Business or other relevant discipline
Line management experience preferable

Director, Client Operations Resume Examples & Samples

Strong business modeling capabilities
Preferably from the consulting world (i.e. Accenture) with business process outsourcing knowledge and track record
Ability to produce compelling CEO business plans, models, presentations -- good "whiteboard" skills
Operations “Czar” around priorities, monitoring priorities, and driving the communication of status/results
Ensures productivity, quality, and processes in the operations areas maintained
Establishes the overall direction for the multiple major functional areas
Ensures that there is employee conformance to the established practices and proper training of staff
Ducation typically acquired via Bachelor’s degree, MBA preferred

Caf-junior Client Operations Resume Examples & Samples

Point of contact for customers in the US region. On occasion providing support to the EMEA and APAC DF teams
Data handling and data entry in to relevant company systems
Execution of daily operational business (triggering funding /cash reconciliation / managing the flow of documentation)
Provide a high level of customer service and maintain superior standards
Identifying , prioritizing, investigating and resolving client issues
Placing proactive, outbound phone calls or emails to request information or discuss various plans, operational or compliance issues
Driving the Banks internal processes through to completion within set timeframes (Credit Insurance tracking, Customer Compliance reporting)
Reporting any exceptions and unresolved issues to management in a timely manner
Proactively encouraging and monitoring customers to ensure timely receipt of payments
Experience of working within a client-facing / customer service role with the willingness to serve clients and be empathetic to their needs
Understanding of Receivables Finance / Factoring / Invoice Discounting would be beneficial
Understanding and prior experience of daily record keeping processes
Highly numerate with strong attention to detail and a keen emphasis on accuracy
Superior interpersonal skills with the ability to develop relationships with stakeholders across all levels
Exceptional organizational skills with the ability to multi-task and follow tasks through to completion
Proven ability to sustain a high level of performance under pressure and remain focused when completing repetitive or routine tasks
Proficiency in Microsoft Outlook, Word and Excel

Lead Global Prime Services Client Operations Resume Examples & Samples

LEADERSHIP
TRANSACTION SUPPORT
OPERATIONAL CLIENT SERVICE & EXPERIENCE
OPERATIONAL CONTROL
CHANGE MANAGEMENT
In-depth knowledge and understanding of Global Prime Brokerage (specifically margin financing, repo and synthetic financing), international and domestic Securities Lending businesses. In particular front to back processes, operational services (including exposure to third parties such as client administrators) and relevant financing platform/technology architecture acquired while operating within a Capital Markets client-facing business environment
Demonstrated knowledge of processing and clearing multiple asset classes (Equities; Equity Derivatives, Fixed Income; FX; Futures & Options) across various geographic locations, international markets, legal jurisdictions, clearing agents and local depositories
Strong operating knowledge of current and upcoming change in rules and regulations applicable to Prime Brokerage and Securities Lending businesses in accordance with the relevant governing regulator bodies, specifically IIROC; OSFI; FINRA, SEC, US FED, Texas Dept. of Banking & UK PRA
Extensive experience driving process re-engineering, organizational change and efficiencies in a growing business – strong focus on planning, execution and delivery against defined objectives
Proven ability to build strong, cohesive partnerships with the business, operations, technology and other key stakeholders and work effectively in a matrix organization
Established track record in recruiting, building, coaching and motivating a skilled, high performing team of operations professionals operating across multiple regions and multi-time zones
Analytic problem solver with excellent written and verbal communication skills with the ability to establish and communicate the strategic vision
Strong organizational skills with the ability to effectively prioritize multiple initiatives, projects and work streams simultaneously

Treasury & Trade Solutions Project Emerald Guarantees Operations Client Operations Manager Phase Resume Examples & Samples

Client Management
Bachelor’s degree - 7-8 years of experience in Trade Operations / Services
Post graduate (preferably Finance) – 4+ years of experience (Trade Operations/ Services)

Project Emerald Trade Operations Tts Client Operations VP Phase Resume Examples & Samples

Strategic Leadership
Bachelor’s degree or post graduate (preferably Finance)
Bachelor’s degree - 10+ years of experience in Trade Operations / Services
Post graduate (preferably Finance) – 5+ years of experience (Trade Operations/ Services)
Previous experience in handling guarantees is a must
Well versed with URDG 758
Clear oral and written communication

Treasury & Trade Solutions Client Operations Commerical Cards Resume Examples & Samples

Manage CTA process within Operations - transition, definition, set-up and BAU
Defining and documenting process changes resulting from new enhancements
Lead internal reviews of Operations Change Initiatives raised by the regional/cluster process owners (IPGs) and represent Operations in prioritization discussions
Governance of vendor processes related to the changes implemented
Supporting Operational Risk and Controls Reviews - Sanctions Review, MCA reviews, etc
Work on general Operations tasks and activities where appropriate
Manage CTA Process within Operation; ensure MCA’s and KPIs for the processes are met
Manage the work slate for the CTA team based in TCS and ensure client deliveries and reporting are met within the SLAs
Escalate all issues related to CTA process to the operations manager, product partners and associations, as appropriate
Identify gaps in current operational capability, implement any interim work around as appropriate and work with technology partners to develop strategic and scalable solutions
For all process changes implemented, ensuring performance is at appropriate levels against KPI targets
Define, set-up and manage Benefits tracking of the Changes implemented
Provide direct oversight of process work carried out by Vendors that contribute to the end-to-end processes including (but not limited to) engaging in discussions relating to resourcing, procedural effectiveness and controls
Standardize and reengineer processes as appropriate across the region and in new markets
Engage with business partners on the performance of owned processes including the alignment of process improvement projects to ensure appropriate prioritisation of work to match business goals
Carrying out a leading role in executing work to achieve Controls objectives, ensuring a range of activities to be successfully implemented (e.g. MCA, ARR, Sanctions Review, etc.)
Solid process management experience in a reputable financial institution
Strong Operations background including overseeing process steps carried out by third-party vendors
Cards SME knowledge is preferable
Payment Associations knowledge is preferable
SME knowledge on ECS+ and CitiManager is preferable
Ability to work against tight timelines and multitask
Self-motivated and demonstrable high level of drive, energy and initiative
Familiarity with and/or direct project management
Technology knowledge is preferable
Preference for Business Management degree-qualified individual
MS Office – Excel, Word and Access database
MS Project is preferable

Director, Client Operations Resume Examples & Samples

The ability to be identify, implement and maintain a high level operational excellence in a complex partner environment
Ideally, provide experience and best practices from the consulting world with business process outsourcing knowledge and track record
Ability to produce compelling CEO business plans, models, presentations -- good "whiteboard" and business modeling skills
Education typically acquired via Bachelor’s degree, MBA preferred
Requires 8 – 10 years of relevant business experience and/or 8 + years of management and area-specific experience

Listed Derivatives & FX Client Operations Resume Examples & Samples

Understand, document and implement operational flows as agreed during onboarding process. Instruct and oversee static data set up's to ensure data integrity
Own client enquiries from initiation to resolution, working with internal parties to exceed expectations
Understand client accounts risks inherent to Listed business and FX and escalate appropriately
Communicate effectively, responding to verbal and non-verbal inquiries
Initiating, documenting and maintaining procedures on processes and client specific ah hoc requirements
Establish and leverage relationships with the various internal groups to facilitate exceptional client service experience
Work with the Projects Team on Trade Capture and Client Service initiatives to ensure requirements are documented and delivered against in a timely manner
Provide CSRs and Client Operations management with detailed information about client operational activity, process enhancements, and feedback
Attend client meetings (with CSRs) where required to provide operational perspective

Account Opening & Know Your Client Operations Manager Resume Examples & Samples

Ensure adherence to Account Opening , RCCPM , CIPP & KYC policies
Implement new policies
MCA & KPI reviews
Review concurrent audit
Issue Operations bulletins
Operations Change management
Review System & program entitlements
Ensure robust information security in the units
Review and approve capacity plans
Review and approve COB plans
Expense management for the unit
Review and corrective action implementation for problem incidences
Corrective action plan execution for identified issues
MBA from a reputed institute
Post qualification experience of 5+ years
Retail banking experience

Client Operations Specialist Resume Examples & Samples

A minimum of 2 years experience in banking or finance is required
Fluency in verbal and written English is essential, ideally with fluency in one other language (French, German, Dutch, Italian or Spanish)
Proficient knowledge of Microsoft Applications (Word, Excel, Access, Outlook, PowerPoint) is required
Candidates should also have a proven track record of managing client relationships, excellent written and oral communication, problem solving, time management and stakeholder management and influencing skills
Candidates should at a minimum have a 3rd level qualification preferably in business / finance
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience however, those with only Leaving Certificate or equivalent qualification will be required to complete a mandatory Citi Certificate in Financial Services course

North Hub Client Operations Head Resume Examples & Samples

People Management Skills
Bilingual (Spanish and English)
Deep Knowledge of TTS products
15+ years industry experience
15+ years of management experience

TTS Client Operations Controls Manager Resume Examples & Samples

Work with different operations units within and outside Poland to effectively manage risks
Advise TTS Client Operations head on Risk & Controls related issues
Build adequate controls monitoring, review & test program to evaluate effectiveness of underlying controls
Create and manage an effective controls environment and understand key risks within the Business and operational processes relating to TTS Client Operations
Ensure relevant people are aware and well trained on risks and controls, based on corporate standards as they are released/modified
Coordination with internal and external auditors
Be the single point of contact for internal and external clients/auditors/regulators for Risk & Control matters
Monitor progress on all TTS Ops related audits and regulatory reviews in country, share findings & themes issued with all stakeholders to enhance in-country processes & control reviews, to avoid recurrence of similar issues
Manage due diligence visits by oversight teams
Monitore, reporting and escalation of the status of the corrective action plans (CAPs), Managing the process of self-identified issues
Be fully up to date and familiar with relevant Citi Policies and standards, including client operations processes
Validate procedures to ensure policy requirements are met and controls are appropriately defined
Build and manage effective working relationship with different oversight teams
Effective information and escalation (if required) to senior managers & peers inside and outside Poland
Cooperation with Compliance with any regulatory aspect, Business Security and Continuity of Business in any action required by these teams and related to TTS area
Responsible for the communication, interpretation and provision of guidance on the implementation of risk and controls related policies and guidelines, MCA standards taking into account the regulatory and business environment
Manage self-assessment program
Proactive review of all exceptions (BSER, Nostro etc) ensuring minimum flows into >30 days bucket
Ensure adherence to Ops Loss Policy in terms of booking, root cause analysis and reporting of loss events, ensure adherence to reporting requirements for potential loss events
Perform any other ad-hoc process reviews or tasks as warranted by business requirement

Client Operations Change Lead NY Resume Examples & Samples

Delivering and driving the Client Ops strategic change and project related activity for Americas
Owning the strategy for how change delivers to the business architecture determined by Client Ops management
Overseeing the adherence of all change deliveries to the agreed transformation roadmap in terms of technology, data and process (in conjunction with Business Architecture & Re-engineering team)
Owning the relationship with CDO organization on behalf of Client Ops Change
Ensuring right level of engagement and participation of CDS partners in Global Banking Middle Office and Market Operations to manage cross dependencies across Americas Client Ops Change portfolio
Ensure all change activity is adequately managed, tracked and reported and that all internal and external stakeholders are regularly updated and appropriate and timely escalation takes place when issues arise
Maintain a strong understanding of our obligations under Policy as well as the Client Ops operating principles and risk appetite and use this knowledge to make informed contributions to discussions and decision making
Understanding and translating Group Strategy into immediate business/function and aligning direction for self and teams
Work closely with their line manager, the Global Head Client Ops Change, Americas Head of Client Ops and wider global management team
Develop Client Ops Change agenda, data strategy
Ensure CDS Change agenda, aligns to the CDS TOM and Client Hub governance
Maintain a strong understanding of industry, regulatory and customer needs and apply this knowledge to all change activity to ensure right strategic solutions are developed and delivered
Implement the HSBC GBM Business Transformation Framework to deliver change in a consistent manner
Driving change initiatives to completion in the interests of the function, and work closely with the management team to ensure correct prioritization and resource allocation is given to all tasks
Work closely with wider Client Ops Change team to ensure portfolio deliverables are aligned with overall strategic objectives of the function
Leading from the front by courageously setting and executing stretching goals for the immediate business/function area
Increase awareness/familiarity and buy in of the Client Ops data and infrastructure strategy and delivery plans amongst internal stakeholders
Influence and negotiate to ensure appropriate levels of focus and resource is available to facilitate successful delivery of change priorities for Americas
Lead and work closely virtual teams (based in non-UK locations), creating a strong culture of transparency and collaboration
Actively lead failures modes analysis in every key change project to ensure that change projects are delivered per agreed timelines and are fit for purpose
Authentically engaging a diverse range of stakeholders to deliver at pace
Develop and manage strong business relationships with regional asset class heads, change leads and senior stakeholders in technology and data functions
Liaison with internal clients to facilitate effective process change and ensure expectations are effectively managed
Design appropriate governance and engage stakeholders through it
Making considered decisions that protect and enhance HSBC values, reputation and business
Provide stakeholders and business partners with advice and guidance in terms of management of client and settlement data in the context of business, process and technology change
Strong support, guidance and direction from Global Head of Change and Americas Head of Client Operations
Strong working relationships with Americas Head of CDS, Global Head of CDS, Head of Business Architecture & Re-engineering
Strong support from regional teams and Change management team
Global role with direct interaction across all asset classes trading Market products and regional deliverables
This change-the-bank (CTB) role requires a strong self-starter with good time-management skills who enjoys the challenge of delivering process change within tight deadlines
Structured and organized individual with strong programme & portfolio management skills and ability to manage multiple and often conflicting priorities
Ability to design strategy and effectively communicate it
Ability to thrive within a constantly evolving Department and play a driving role to deliver an aggressive change program; including expansion of Client Ops’ services and systems
Strong ability to build data strategy and make it business / change delivery relevant
Strong relationship building and stakeholder management abilities, across business, CDO, technology partners and senior management
Strong understanding of project management and change delivery methodologies
Proven track record in successful change delivery implementations
Good level of understanding of client data and associated best practices, tools, industry trends
Experienced in working with virtual / global teams including offshore sites, functional management
Risk and control focused
Ability to identify issues and find solutions
Self-motivated and able to prioritize
Organized and structured approach
Ability to challenge and question in a constructive way
Experience working in a data management environment
Strong MS Office skills, especially using PowerPoint and Excel
Knowledge of the client on-boarding and due diligence processes
Broad knowledge of operations would be advantageous
Strong leadership and team working skills
Strong inter-personal skills; the ability to handle conflict and manage expectations

Prime Brokerage Client Operations Resume Examples & Samples

Act as primary contacts to Client Service Representatives and various Credit Suisse department on all operational related queries (asset servicing, trade settlement, asset transfer, collateral, stock loan, swaps, etc.)
Attend client meetings (with Client Service Representatives) where required to provide operational perspective
Understand broader Client operation responsibilities and effectively manage and build those ‘account coverage’ relationships for which you have responsibility (15 - 25 clients)
Build strong and effective relationships with all key stakeholders, including clients, account managers, traders and operations
Document procedure changes and ensure it is communicated to wider client operation team
Produce client metrics to key stakeholders

Liquidity Client Operations Resume Examples & Samples

Supporting the Global Liquidity Operations Team providing services across EMEA, NA and Asia Pacific in a 24/7 environment
Operational readiness for Treasury Vision and TVLM
Provide PVT support for all liquidity and investment platforms
3 – Investment Options - servicing all investment services, i.e. Money Market placements, Time deposits, investment sweeps etc via Global Investment Platform - (GIP)
Info services: TreasuryVision (TV) - a unique web-based service that increases visibility and control so that treasury organizations can view their overall positions and forecasts and more effectively manage global liquidity and risk across the enterprise. TVLM - liquidity-management tool in the CitiDirect BE portal designed for the 3,000+ clients utilizing Citi’s liquidity products. It provides state-of-the-art graphics, user-friendly tools and simple data displays
Facilitate in accurate and timely resolution of all system outages engaging with all relevant partners such as PS, Tech, Product and Client Service teams to mitigate client impact
3rd level degree in Business or other relevant discipline desirable

Senior Manager, Client Operations Resume Examples & Samples

Responsible for the analysis, development and implementation of the dual location model in Malaysia
To collate and present the analysis supporting the proposed model for each department and present it to local and global management
Escalation point for department heads for all activities associated with the dual site project
Understand the business environment and translate business demands into a suitable operating model
To ensure project approach is aligned with department strategic and people strategy objectives
Plan and manage project resources in relations to due deliverables. Effectively manage and balance priorities
Identify and manage non core operational challenges/tasks and propose viable solutions
University degree and/or relevant professional training
3-5 years of experience managing large enterprise project across multiple disciplines and of a business significance
Intermediate to advanced level courses in project management
Experience of developing business operating models
Strong and solid knowledge of the financial services industry
Excellent interpersonal and networking skills with a proven track records of dealing with multiple stakeholders
Strong innovation and change management orientation
Understands and develops risk management frameworks
Experience in delivering office relocations
Strong and solid knowledge of the Investor Services Industry

Manager, Client Operations Resume Examples & Samples

45% Operations Management
Manages regional office activities including but not limited to managing workflow, setting priorities, and recommending appropriate staffing levels in order to ensure that customer service levels metrics are consistently met
Responsible for sustaining a consistent, effective and controlled office environment that is conducive to achieving high levels of quality and productivity
Plays key interactive role with client and supervisors in the problem solving process and provides support in the day-to-day operations
On-going review of process in search of best practices in order to streamline the process and reduce operating expenses
Identifies areas of needed improvement and devises and implements plans to create efficiencies and streamline processes
15% Client Relationship Management
Develops and/or manages client relationship to ensure the quality and timeliness of all contract deliverables
Maintains effective communications and timely responses to all client demands, requests, and needs
15% HR Management
Hires, trains, develops, and counsels staff
Manages performance of staff
Sets a positive and empowering work team climate in the office
Creates and administers HR policies consistent with corporate policies
Ensures effective internal communications and provides effective leadership for the Regional Office, while developing and mentoring supervisors
10% Internal Relationship Management
Maintains effective communications and synergistic interaction with HQ and other company departments to facilitate regional operations as a decentralized entity, including providing any requested statistical and operational reports, and managing the request and assignment process for remote resources
10% Financial Management
Prepares and monitors the operating expense budgets of multiple cost centers and ensures that budgetary goals are achieved
Conducts/assists with cost/benefit analyses for new initiatives, capital expenditures, re-engineering, contract changes and/or other projects
Participates in process, input and/or deliverables design or redesign, and helps to assess the financial impact of such changes
5% Other duties as assigned
5-10-years minimum management/supervisory experience of management level staff
Demonstrated experience with budget management, cost control, vendor mgmt, processing of receivables and payables,
Proven ability to lead and motivate a team
Ability to interface directly with clients as needed
Ability to translate client satisfaction and financial goals into office level activities
Proven training and coaching skills
Time management and priority setting skills
Ability to manage resources affectively to meet key performance indicators
Proficient with Microsoft™ Office (Word, Excel, Power Point, & Project)
Ability to make timely decisions

Prime Brokerage Client Operations Resume Examples & Samples

Build strong effective relations with global departments, driving change or perspective where appropriate
Interface with various departments to review information, disseminate, and follow up accordingly
Initiating, documenting and maintaining procedures
Understand broader Middle Office Representative responsibilities and effectively manage and build those ‘account coverage’ relationships for which you have responsibility (15 - 25 clients)
Understand areas of risk within the firm (within the middle office or other departments). Identify, document and implement change with tangible benefits realized
Communicate with other client operations reps to share information for the benefit of the wider team
Maintain the ability to closely monitor your capacity and pursue improvements which would have a positive impact to your work load as well as the clients
Provide Client Service Representatives and Client Operations management with detailed information about client operational activity, process enhancements, and feedback
Maintain client information (key contacts, fund information/strategy) for Client Operations group and secondary client cover

Client Operations Associate Resume Examples & Samples

Client inquiries related to GSO Funds or SMAs
Manage Fund Administrator Relationships
Create and Distribute Capital Call and Distribution Notices to Limited Partners
Work closely with members of the deal team, accounting, legal, tax, and marketing to coordinate the writing and delivery of notices to investors on a timely basis
Review and approve documents in client folders after Administrators post documents
Investor Onboarding
Subscription Document Review
AML and FATCA compliance checks
Ensure all client data is updated in all internal systems for monthly subscriptions or after Fund close
Preparation of quarterly /annual due diligence questionnaire reports
Preparation of RFPs to support new business development
Investor Account Maintenance
Review custodial changes and client transfers
Coordinate change of address or other contact information with GSO Marketing Assistant and Fund Administrator
Investor Liquidity Management
Quarterly tracking of redemption / lock up schedules (actual vs. eligible)
Provide Liquidity schedules to LPs as it pertains to their eligibility
AUM Tracking and Reporting
New capital inflows, redemptions
Maintaining data for BX website information and other marketing AUM data
Organize / maintain Fund and investment data
Credit market exhibits and updates: all charts for presentations, investor questions, other data (Ongoing communication with sell-side to gather data and use of Bloomberg)
Maintain Investor Reporting Websites (Consultants)
Maintain and organize all due diligence materials (breaking down AUM in various ways for, investor databases, etc.)
GSO AUM charts, basic organizational materials
Create Powerpoint presentations
2 to 5 years of relevant experience
Must have excellent communication, organizational and interpersonal skills
Must be extremely detail oriented and have the ability to multi-task and prioritize
Strong excel and database skills

Client Operations Team Manager Resume Examples & Samples

The individual must have strong CASS knowledge gained working within a recent operational environment
Strong proven operational experience with good technical understanding of the processes involved
Management proficiency is required
Strong communication skills, organization, and multi-tasking skills as must be able to work to deadlines

VP, Client Operations Resume Examples & Samples

Client satisfaction and operational excellence
Key Performance Indicator achievement within operation
Accountable for achievement of financial plan for their Operation. Develops and manages SBU budgets to meet revenue and cost projections
Develops and implements strategic business plans / programs to achieve profit and retention objectives. Ensures that plans/programs are administered consistently and there is effective achievement within each SBU
Regularly interacts with internal and external executive level or C-Level
Strategic account and relationship management with Sales and other Partners
Manage opportunity pipeline and approval within Operation
Deploys and enforces national programs
Attract retain and develop a diverse group of people by creating an environment of individual growth and which inspires Xerox people to reach their full potential

Senior Analyst, Client Operations Resume Examples & Samples

Traditional account activity includes as sell-through, rev share, liquidation, executive and special orders
The position is subject to cross training and account management for VMI customers
Responsible for execution of sales order processing activities for their assigned accounts including manual sales order entry, EDI monitoring, exception monitoring, issue resolution and general customer service
Track delivery of product to store based on order quantity generated and delivery date
Demonstrate an in-depth understanding of assigned account’s sales characteristics and process flows and document as part of account profile
Troubleshoot, document, and escalate system and data integrity issues to ensure timely resolution
Improve operational efficiencies by managing returns and monitoring KPI’s for assigned account(s)
Validate data integrity and ensure consistency in data flow from multi-systems
Prepare summaries for sales management, operations, and account presentations as necessary
Effectively work with cross functional teams to ensure proper execution of projects and initiatives
Attend Retailer meetings as necessary
Ad Hoc reporting and analysis
Key Retailer accounts operations and business requirements
Best practices in sales order processing and customer service
Best practices in supply chain process (focus on distribution and in-transit logistics)
Operations systems and processes (Prism, JDE, Business Objects)
Business software (Excel, Word, PowerPoint, Access, Visio)
Inventory Management (preferred)
Forecasting (preferred)
Written and verbal communication, is able to communicate effectively with other departments to identify needs and evaluate alternative business solutions with management
Issue resolution, ensures issues are indentified, tracked, reported on and resolved in a timely manner, vocalize process optimization
Business math
Utilization of various systems as business intelligence resources
Effectively manage high profile Retail accounts
Make informed decisions that have a significant impact on revenue and costs
Understand retail environment and consumer insights to recommend effective retail execution
Effectively manage relationships with internal and external groups as both a supplier and customer
Adapt to fluid business models
Create effective presentations; effective skills communicating both written and oral
Work in fast paced, process-driven, dynamic environment with challenging timelines and multiple projects
Maintain confidential information

Client Operations Resume Examples & Samples

Ensure client queries are addressed timely
Assist client with trade or allocation breaks post T
Investigate & support timely cash flows
Drive efficiency & automation initiatives
Understand & document root cause through demonstration of pain points leveraging metrics and analysis
Participation in BoW and strategic programs
Employ use of “follow the sun” with global peers where appropriate
Focus on self-development through formal and informal training. Share information to promote team building and cross pollination

VP-public Sector Client Operations Resume Examples & Samples

Responsible for managing a team of staff across multiple sites, providing leadership and subject matter expertise
Work with Citi’s internal vendor management team to establish strategic relationships with temporary staffing agencies supporting the Public Sector business; provide market intelligence regarding hiring trends as well as research competitive markets and peer organizations
Partner with hiring managers, business managers and HR partners across multiple sites to drive recruiting strategies for the Operations direct and contingent workforce. Ensure alignment of recruiting activities with business goals and objectives
Manage vendor relationships with staffing agencies and Bartech, in support of the business staffing needs
Responsible for overseeing the administration of government required background checks
Review and interpret the Client Security Guidelines. Hold accountability that we are in compliance with the requirements regarding background checks
Responsible for understanding the details on contracts for all vendors that would affect successful hiring of contingent workforce and/or background checks
Liaise with Human Resources to ensure adherence to Citi policies and procedures in relation to background checks, storage of data, etc
Audit and Compliance responsibilities; Primary point of contact for internal and external Treasury file audits
Strategic Planning; develop and implement strategic initiatives to recruit and retain temporary talent
Utilize Lean methodology to identify efficiency opportunities within the Treasury Folder process; Develop strategies to implement re-engineering ideas
Ensure full staff engagement via effective and continuous communication, transparency, guidance and collaboration
Ability to interact with senior levels of the organization
Executive level communication and presentation skills
Develop and facilitate staffing metrics and MIS to business leaders and HR leaders
Demonstrated strengths in recruitment and selection processes with knowledge of relevant legislation
MS Office applications - Outlook, Word, Excel and PowerPoint
Strong analytical skills in addition to strategic and lateral thought processes
Strong influencing capability
Knowledge in recruitment applications such as Taleo, job posting portals, etc. is an advantage
5-8 years in recruiting and/or recruiting management experience
Lean / Six Sigma / Process Re-engineering experience required

Citibank Berhad Kl-tts-client Operations Head Malaysia Resume Examples & Samples

Reporting to Asia Payments and Receivables Operations Head, and Country O&T Head for Citi Bhd, this position will directly manage the Citi Bhd TTS Ops to meet Client Operations and TTS Product objective, both tactical and strategic
This position will manage more than 70 FTE supporting Cash, Trade CitiService, CEM, Account Services, Commercial Cards related activities for the franchise
Decisions in the people - in business related processes with direct impact on Client Experience and Revenue we make from these Clients will be sole responsibility of the role
Senior most decision point on critical Compliance and Control aspects for very large transaction volumes for the franchise
Play a pivotal role in key country and regional initiatives like migrations, new products/markets, supporting new growth, etc to ensure we meet all the Must Win Battles
Ability to partner with country product, front office at senior levels to ensure seamless end-to-end processing and customer satisfaction
Be a catalyst to generate Process Improvement and Efficiency ideas in TTS Client Ops in Citi Bhd
Responsible for resource management and allocation of work within the team
Provides direction to staff including distributing work, providing guidance and resolving problems within the unit supervised
Actively engage with Technology to discuss and prioritize technology support
Responsible for identifying/resolving complex problems with significant department/client impact
Manage and contribute towards departmental requirement to adhere to regulatory and compliance requirements
Ensure the integrity, reliability and recoverability of operations including robust continuity of business plans and operational audits
Ensure a pristine control environment as measured by self-assessment results, Internal Audits, and external audit results, COB, and ops losses
Keeps abreast of the organization’s operational processes and best practices in business strategy, and recommend business solutions to internal clients

Client Operations Specialist Resume Examples & Samples

Acting as primary point of escalation for programming changes, content issues, content revisions and special requests
Communicating with clients and internal teams on package delivery transfers/issues for all distribution platforms
Quality control and proofing of associated metadata fields for XML distribution packages
Scheduling off-air records for ingest, transcode and distribution
Understanding of various workflows in order to escalate issues to the proper clients
Minimum 2 years experience in a role exhibiting excellent written and oral communications, effective interpersonal skills, and project management

Manager, Global Client Operations Resume Examples & Samples

5 years+ experience working with video distribution in a TV Broadcast environment
5 years+ experience in enabling customer workflows and operations
5 years+ experience working with metadata creation and manipulation

Client Operations Resume Examples & Samples

Be the first point of contact for the Service Providers on a daily basis ensuring complete oversight of their service offering
Responsible for reporting of capital activity to middle office, front office and sales on a daily basis
Be responsible for the integrity of the data captured in our investor systems
Administration of the private client operational functions
Monitor all communication with the Fund Administrators and the Private Wealth Custodian and monitor issues and escalate when appropriate
Ensure that correspondence and verbal communication is handled in a professional manner and in line with team guidelines
Act as a point of contact for Operational Issues for other areas of the business and various projects
Manage the incident process with Service Providers for any operational incidents, escalating internally where necessary
Stay informed of Industry changes and impact on relevant products
Excellent knowledge of fund management administration and all related documentation
Proficiency in Microsoft Office essential, with advanced ability in Excel
Able to work under pressure, prioritise output and meet tight deadlines
Excellent communication and co-ordination skills
Strong team player, but also self-directed and able to take initiative
Experience in fund administration, preferably with an investment manager, fund administrator or custodian

Technical Client Operations Technical Analyst Resume Examples & Samples

Able to work under pressure and reach targets to the best of your abilities
Where problems cannot be personally resolved use judgment to forward issue’s as appropriate and manage their timely resolution
Any ad hoc duties that are specific to the role
Troubleshooting of technical issues across supported accounts
Experienced pre-sales and 2nd line support in a service driven industry
Knowledge of Windows clients and Windows printing services
Experience of troubleshooting application related issues in a complex network environment with good TCP/IP knowledge
Experience of working in a test bed environment reported problem replication, investigation of vulnerabilities, hardware and software maintenance
Use of VMWare (Virtualised test environments)
Provide evidence of strong technical documentation skills
Ability to follow technical configuration and build instructions
Good time management - proof of being able to manage their workloads and work remotely
Experience of Installation and configuration of server technologies such as MS Windows Server 2003, 2008, 2012 etc
Understanding of print server installation and management
Experience of MS Print driver installation and configuration
Solution experience including Equitrac, eCopy Sharescan and iXWare
Some experience of the below is also desirable: o Experience of working within a managed print service environment o Thin Client and direct IP Printing o Understanding of ITIL / Configuration Management

Manager, Global Client Operations Resume Examples & Samples

Minimum 6 years experience in the technology or media industry, with a proven track record in successful project management with cross-functional teams demonstrating superb planning and organizational skills
Minimum 6 years experience interacting with clients, such as programming, post houses and producers
Minimum 6 years experience of successful project execution with cross-functional teams demonstrating successful planning and organizational skills
Minimum 6 years experience in a role demonstrating strong technical, quantitative, or analytical skills
Minimum 6 years experience in a role exhibiting excellent written and oral communications, effective interpersonal skills,and project management
Minimum 4 years managing a team of direct reports
5 years+ experience working with video distribution in a Film or TV Broadcast environment
Experience working International clients
Ability to handle multiple tasks and be project oriented
Passion for new media distribution and keeping up to date with emerging platforms and the latest technology trends

Global Head of Client Operations Resume Examples & Samples

Provide positive leadership to 1200+ staff in core locations globally, and provide oversight for all aspects of hiring, staffing, training, and performance management
Provides strong governance and adherence to all control aspects within the environment including Inventory management, elevated access and data management globally and across business lines
Budget management and expense control encompassing investment planning, Product & Price Guide synchronization and ongoing productivity
Drive cultural shift in support model from a reactive model to a proactive, predictive model while maintaining a focus on the customer experience
Partnership with global peers within GTI, Key line of business representatives and external partners
Strong operational focus with customer service a priority along with incident trend monitoring for problem analysis/identification to drive mitigation efforts and to minimize exposure of long term issues
Will help develop and deliver a strategic support model in line with our technology partners. Also providing toolset enhancement requirements and process innovation to maximize efficiency
Articulates the business value and impact of technical and non-technical information with ease and confidence to seek executive partnership if required
Drives the execution of core strategic technology or Real Estate programs. Partners with Service Owners to help deliver new product globally
Actively engages Line of Business and individual users to build strong relationships with key customers
Drives a strong change management process discipline and ensures team understands impact to our global clients
In partnership with our internal Sourcing teams, negotiate contracts with vendors for staffing, software or consulting services
Bachelors Degree in Computer Science or related field preferred or related work experience
Minimum of 20 years experience in IT
10+ years experience of managing high performance operational teams
Minimum of 10+ years experience in a Senior Leadership Role in a Financial Services environment inclusive of real time trading environment
ITIL, HDI or Six Sigma Certification preferred
Proven understanding of current developments in technology and standards along with experience in automation techniques
Experience with Windows ecosystem and Virtualization technologies, Apple MAC experience at the enterprise level a plus
Ability to define and execute strategic direction for advanced operational support model
Excellent negotiation and interpersonal skills
Ability to analyze performance data and recommend service improvement and or service re-engineering opportunities
Ability to deliver presentations and executive level summaries to C level audience
Ability to manage multiple priorities and projects
High degree of initiative and adaptable to change
Advanced time management, organizational and prioritization skills to meet business objectives

Manager, Client Operations Resume Examples & Samples

Enhances current methods and procedures and as well as new assignments
Works on significant and unique issues or problems that requires an in-depth knowledge of large-scale operations going through significant transformation to the digital age
The ideal candidate will have experience in business process outsourcing models in the field of education technology and/or digital media
The Manger, Client Operations is responsible for managing the organization's product strategy through understanding the needs of the customer and the needs of the business
The Manager brings process improvement expertise to the organization and is commissioned with setting short, and medium term strategy for the company's products
Exercise good judgment in selecting methods, techniques and evaluation criteria for obtaining results
This candidate will be the operational leader in a highly dynamic and changing environment
They will be client-facing at all levels of the organization, yet be a ruthless, detail oriented back office operator for planning, budgeting, staffing, project management and helping to drive strategic initiatives
Critical to this position is the drive to measureable outcomes that make a difference in the client community the strategic partner serves
Manage the activities of two or more sections or departments through subordinate managers who exercise full supervision in terms of costs, methods and staffing
Will be responsible for overseeing the project management functions and related workflows and systems
Operations “Czar” around priorities, monitoring priorities, and driving the disciplined communication of status and results
Provide strong, “Uber” Project Management leadership and capabilities
Operate effectively and efficiently in a partnership model with competing stakeholders and priorities, while providing focus and leadership
Works with leadership team to set the strategic vision and oversees the activities of multiple functional areas
Creates the strategic vision for the methods to measure department performance and ensures that the development/improvement programs are in place
Oversees technology planning and development efforts
Monitor and assess market and competitive trends, educational trends and research, and customer needs (market research strategy
Lead development of an innovative product strategy that meets the needs of nationwide teacher-consumer and district-customer markets
Oversee the leadership of cross-functional teams for developing and executing the annual strategic plan
Lead the process for conceptualizing and evaluating new program ideas through the business plan process
Typically requires a minimum of 8 years of related experience and/or 5 years of management and area-specific experience in addition to post-secondary coursework
Knowledge of educational industry
Ability to translate customer needs and financial goals
Strong project management, publishing and technology background preferred

Prime Services Client Operations Resume Examples & Samples

A role that proactively manages all Prime Brokerage client issues and queries as they relate to Asset Servicing events (Corporate Actions, Income & Proxy voting) requiring heavy interaction with external clients & expectation to maintain and develop relationship
Responsible for voice of customer facilitation that requires interaction with external clients, key business partners, stakeholders and ownership in developing / maintaining client relationships across the organization
Able to manage & complete change initiatives
Regular delivery of client labour studies with keen focus on targeting efficiency initiatives, client behavior and process improvements
Active participation in various working groups with across peer groups with purpose to contribute and manage capacity reduction and strategic change
Preparation for client visits, scorecard reviews , training & demonstrations. Potential to participate across wider products / functional remit
Support enhancements, requirement gathering & test plans to online tools and process flows

TTS Client Operations Head Resume Examples & Samples

Deep understanding of business of TTS Client Operations in Honduras
Proactively develop and implement business strategies/solutions which address all material risks according with the regional and global strategy for the TTS Client Operations Organization
Lead, manage and control any requirement from the Regional TTS organization, aiming to achieve TTS CO Process End State
Robust control environment and improved MIS reporting
Strong partnerships developed with in-Honduras O&T, Product, Relationship Management and Ops Controls
Bachelor Degree in Engineering, Operations Management or Management
MBA/CA will be preferred
Experienced senior Cash and Trade Operations manager who has worked in similar multinational back office operations for at least 5 years
3+ years direct management experience
P&L experience and accountability
Extensive practical knowledge of Cash Products (i.e. Funds Transfer (Incoming/Outgoing), Cash Services, FX and FI, Corporate, and Consumer Banking) and Trade Products (i.e. documentary LC, Collections and Standby LC families) and related Operations and Middle Office business processes
Proven track record in Operations process assessment and knowledge (including significant experience in identifying risks, control issues, implementing corrective actions and best practices)
Compliance and regulatory experience (knowledge of client and transaction reporting)
Bilingual – English, Spanish are required, Portuguese a plus
Highly detailed planning, organization and project management experience and solid execution capability. Multi-tasking a must requirement
Strong interpersonal skills (as relates to various backgrounds as the programs will fundamentally aim at changing the day-to-day operational footprints)
Strong proven problem solving skills
Must be able to adapt to change in a fast paced environment
Strong interpersonal skills and communication skills, both oral and written
Good analytical ability; familiar with reengineering tools (e.g. Project Management, Risk Management, Reengineering methodologies, lean processing)
Strong PC skills including ability to produce presentations for Senior management and cross functional partners for effective communication
Ability to manage effectively in a matrix environment
The role requires thoughtful and progressive leadership with an ability to communicate effectively and constructively at all levels
Outstanding relationship skills - ability to partner and work collaboratively with all groups, developing productive and trusted relationships, and advisory with business leaders and with TTS Global team colleagues both regionally and globally
Strategic thinking and planning - significant time will be dedicated to forging strategic alliances, cultivating relationships and contributing value to business reviews
Analysis and decision making - able to identify and understand the primary issues, problems and opportunities and develop appropriate solutions
Able to influence at all levels without formal reporting lines

TTS Client Operations Resume Examples & Samples

Education: Bachelor's degree (Commerce/Science stream preferred)
Experience: 6 + years
Certifications
CDCS certification is required
Need to have 3.5 years’ experience as Doc Checker
URR
UCP and ISBP
Good knowledge in Excel and PowerPoint

Client Operations Manager Resume Examples & Samples

Ensure that operational teams and matrix teams maintain a clear understanding of the client's needs, and provide day-to-day client advice and support
Serve as the client's advocate by elevating the visibility of the client's requirements and issues to the BU
Problem prevention and resolution
Timely and accurate implementation of client projects performed with quality
Provide experienced, in depth Fiserv knowledge when client concerns are escalated
Assist in making/keeping key accounts referenced for Fiserv customers
Customer Service and Conflict Management skills
Solid administrative skills, such as planning, organizing, and time management
Strong PC skills, particularly with MS Office applications
Knowledge of Fiserv systems, solutions & integration

Client Operations Analyst Resume Examples & Samples

At least two years of experience in a professional environment, ideally in a financial institution
Excellent communication skills and professional manner
Positive approach, pro-active and „can do” attitude
Sound problem solving skills, resourcefulness
Solid analytical abilities
Fast-learner able to handle work where incomplete information is to hand
Good MS Excel skills
Experience and/or knowledge about fund & securities industry would be a strong 'nice to have'

Milan Client Operations Resume Examples & Samples

Processing of domestic and foreign currency cheques
Capture and reporting of fraudulent cheques
Processing of tax payments and reimbursement
Processing of collections/bulk payments
Breaks reconcilement, accountancy process and reporting
Build and maintain relationships with our partners including Citi Service Centers, Worldlink, Fincon, Risk and Control
Liaise with other Operations teams/AMs/RMs/Product to resolve issues, share knowledge and drive process improvements
Ensure incoming queries are dealt with in a timely and effective manner
Identify and highlight areas of internal and external errors
Actively seek out process improvements
Good understanding of cheques, collections, tax payments
Good knowledge of accountancy rules
Client query investigation and resolution
English fluent (verbal/written communication)
Good knowledge of Office suite
Attention to detail and accuracy essential
Good organizational skills with a proven ability to manage a work load
Ability to work independently within a team environment
Ability to approach process and procedures from a control aspect
Ability to use initiative for process improvements and streamlining
Actively contribute to a positive working environment
Good understanding of Citi’s policies
Ability to multi-task and prioritise workload
A high level of integrity, a commitment to service excellence and ability to take ownership of tasks

Client Operations Manager Resume Examples & Samples

Reviews and signs off on escalated Benefits Analysts (BA) deliverables (e.g., data quality checks, client responses) to ensure ongoing adherence to standard operating procedures that ensures high quality and provides coaching and development of BAs to create a culture of continuous improvement
Reports system defects to Lead Systems Analyst (LSA) via defect submission process and collaborates with LSA to mitigate participant damage/risk
Knowledge of Total Benefit Administration (TBA) strongly preferred, experience with comparable benefit delivery platform will be considered
Domain – Strong Health and Welfare knowledge/experience

Client Operations Associate Resume Examples & Samples

Maintain client paper files and electronic data files in a timely manner
Responsible for day-to-day operation duties for the teams (e.g. pending follow up, scanning files, returning client phone calls and email, processing paperwork, etc.)
Work with advisors to assemble paperwork and process applications(for new and existing clients) such as IOC’s, Consent letters, WAS acknowledgments, OFAC, IRA, Brokerage, Beneficiary Designations, etc
Data administration
Quarterly report auditing and fee deductions
Use of cashiering tools to facilitate wires, EFT’s, journals, check deposits & disbursements
Incoming and outgoing transfer of assets
High school diploma required, Bachelor’s Degree a plus
Two or more years of related work experience in financial services and/or client service
Highly organized with strong critical and analytical skills; responsive to changing needs, prioritization of projects, detail and deadline oriented
Strong PC proficiency on various products including MS Office Suite, Advanced Excel skills preferred, and MS Outlook; knowledge of SalesForce and iRebal a plus
Ability to adapt to new technology and software programs; identify system workflows and technology solutions
General knowledge of financial services industry is preferred
Positive attitude toward client relations to provide exceptional client service
Strong verbal and written communication skills are essential to effective client and team relationships
The ability to manage multiple tasks and maintain the necessary attention to detail
Desire to take initiative and add value in order to create a better client experience

Client Operations Associate Resume Examples & Samples

Investigate and answer operationally driven client and investment team inquiries
Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions
Develop and maintain custom portfolio structure exhibits for investment team and client use
Engage with client contact(s), investment teams, and other internal C|A business areas to ensure effective communication regarding the implementation of investment decisions
Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)
BS/BA with two or more years of experience in the financial services industry. Experience in portfolio related operations preferred
The successful candidate will demonstrate accountability, excellent attention to detail, intellectual curiosity, and excellent oral and written communication skills
Superior and demonstrated problem solving, analytical, and organizational skills
Ability to work with a singular focus or on several projects simultaneously, both independently and collaboratively. Demonstrated skill in project management and prioritization
Strong interest in and general knowledge of investments, key industry terms and broad financial concepts
Proficiency with Microsoft Excel and familiarity with other Microsoft Office software. Experience with Bloomberg and FactSet a plus
All candidates must be eligible to work in the US without sponsorship or restriction

Client Operations Senior Resume Examples & Samples

Partner with Sales and Client Relations to successfully onboard clients to Janus. Provide a high level of customer service to internal and external clients involved in this process
Oversee onboarding process for a variety of account types – separate, sub-advised, commingled, CIT, ETF, SMA (separately managed accounts), etc
Main point of contact for client/custodians/administrator throughout onboarding process. Manage deliverables to all parties involved
Coordinate with ~15 internal departments to drive onboarding process through to completion. Manage process via internal system and facilitate approval process, signature of agreement, etc
Handle more complex inquiries and account events
Acts as a liaison between clients, consultants, custodians and internal departments to ensure client cashflow needs are being accommodated
Manage cash flow notifications to various internal departments. Coordinate with client/investment team on timing, etc
Prepare and perform quality control review of cash flow notifications
Facilitate notification to Portfolio Management and other internal department of transfer of assets into/out of existing accounts
Perform entry and quality control review of information into internal systems
Identify areas to improve processes in onboarding or notification of monies into/out of existing accounts
Coordinates and/or assists with special departmental projects
Understand various account structures and legal documentation required to establish new accounts
Strong knowledge of the security trading process and impact of various account events on that process
Strong interpersonal and customer service skills
Intermediate knowledge of financial services with an emphasis on operations and client service
Ability to work effectively in a very fast paced environment while prioritizing and effectively coordinating multiple tasks with little supervision
Strong organizational skills with the ability to effectively dissect the components of an issue
Four years mutual fund/financial services industry experience required
One year financial systems experience preferred
One year experience in a client support role or equivalent preferred

Client Operations Expert Resume Examples & Samples

Managing and developing client relationships through regular health-check meetings
Obtaining market intelligence by participating in industry forums
Partnering with the Sales desks to determine service strategies for key clients
Troubleshooting operational issues for the bank’s strategic clients
Producing and distributing reporting on product lifecycle events & valuations
Acting as a point of reference/expertise for internal client facing teams
Developing the client experience within SG’s operations department
Lead the regional change management of the Client Operations team, ensuring alignment with the global strategy
Assume the responsibilities of the Functional Task Manager (FTM) for Client Services & Client Reporting
Design and manage value chain improvements to enhance the client experience
Analyse and implement tactical solutions to improve automation levels and reduce production workload
Manage the non-production elements of key processes working with VCOs to determine target solutions
Provide cross coverage on production functions when necessary
Transversal knowledge of the services and products of the corporate and investment banking sector; experience with OTC derivatives is an advantage
5+ years relevant experience in Client Services
Strong knowledge in Client Relationship Management
Skilled in Change Management
Ability to define, plan and execute projects from design to full implementation phase
Analytical skills and the ability to work autonomously
Previous team management experience an advantage
Good interpersonal and communication skills, sense of service, and flexibility are essential requirements

Client Operations Analyst Resume Examples & Samples

Conducts and manages outcomes of various studies that include analyzing, reviewing, forecasting, trending, and presenting information for the client operations team
Supports short and long term operational / strategic business activities - by developing, enhancing and maintaining operational information and models
Develops and implements effective / strategic business solutions through research and analysis of data and business processes
Support short and long term operational / strategic business activities through analysis, review, forecasting, and trending complex data
Work cross functionally to gather requirements and assist in driving business process and development
Bachelor's degree or equivalent in related field
5 years of business and / or operations analysis experience
Intermediate level of proficiency with Microsoft programs (Excel, PowerPoint, Visio or its equivalent)
Ability to communicate analysis including trends and opportunities to clients and the business in writing and verbal
Ability to act as subject matter expert and funnel for all inquiries
Extensive spreadsheet analysis and strong mathematical abilities
5 years of healthcare experience
Excellent operational and organizational skills

Director of Client Operations Resume Examples & Samples

Leading and directing client service and operations activities
Developing client relationships
Providing consultative advice to clients
Ensuring quality of programs
Development of assigned staff ensuring these functions meet the individual, unique needs of assigned client, client representative, or Division while remaining consistent with West's corporate policies, procedures and philosophies
Minimum four years of increasingly responsible management experience required in a business-to-business environment in sales, management, operations, MIS, client services, or related field with experience providing service to top level clients
Minimum of three years supervisor experience required

Client Operations Manager Resume Examples & Samples

Oversees the onboarding of US clients to Janus across a variety of private funds (commingled pools, hedge funds, SMA (separately managed accounts), CITs, etc.) as well as separate accounts, across a variety of strategies (equity, fixed income, derivatives, etc.)
Facilitate operational aspects of ETF product launches across a number of internal teams (Trade Operations, IT, Accounting, etc.) and external vendors
Serve as main point of contact with custodians and transition managers through onboarding/offboarding of new or existing clients
Work with product team on new private fund development and launch/closures
Oversee internal system (CAP – Client Acceptance Process) utilized to track and monitor the onboarding process. Work with internal teams on enhancements to the system where necessary
Works closely with internal teams to understand business needs for successful facilitation of client onboarding
Oversee multiple vendors utilized for private fund services (accounting, transfer agent, reporting, etc.). Facilitate the setup of new private fund structures and coordinate with internal teams
Conduct due diligence on existing vendors and participate in the identification and selection of potential new vendors
Promote a client centric work environment that assures client expectations and deliverables are met or exceeded
Writes performance reviews and creates development plans for team
Ensure solid processes and procedures are in place and maintained on an ongoing basis
Oversee special projects as assigned
Strong understanding of various private fund structures and investment strategies (equity, fixed income, derivatives)
Strong vendor relationship skills
Advanced Microsoft office skills (excel required, visio preferred)
Strong technical skills and ability to quickly understand new software
Strong organizational skills with the ability to manage multiple tasks simultaneously
Ability to plan and prioritize short term and long term initiatives
Adaptability and flexibility in a fast paced, changing environment
Ability to meet deadlines and high volumes of work with short deadlines such as quarter-end
Seven years of experience in mutual fund/financial services operations role or equivalent
Five years people management experience required

Manager for Client Operations Resume Examples & Samples

Ensure network products, fee schedules and other operational requirements are set up in timely and accurate manner
Proactively meeting with health plan personnel and determine current and future business and regulatory needs
Coordinate all regulatory reporting and non-regulatory reporting needs for each assigned market
Maintain contract compliance
Acts as a resource for others with less experience
Chair and document cross-departmental/organizational meetings as required
Will manage 4-5 direct reports

Client Operations Analyst Resume Examples & Samples

The team contains a strong change management and product development mandate. In the constantly moving world of financial markets, we are engaged in a rolling program of change designed to challenge the status quo and keep us and our customers at the cutting edge of the industry globally. You will be part of this program
Degree in analytical / mathematically related subjects ideal. All degree disciplines considered although the role would suit someone comfortable with numerical and analytical work
Strong interpersonal skills / confidence to engage with Sales & Trading, IT and our stakeholders, peers and colleagues
Candidate should be a self-starter with the ability to work on their own initiative as well as being a solid team player
Being proactive and getting things done without being chased is a must
Computer literate - some exposure to databases and interaction with IT would be an asset

Senior Institutional Client Operations Specialist Resume Examples & Samples

Answer inbound calls and place transactions for institutional clients
Collaborate with internal departments to ensure timely and accurate servicing of client needs
Assist clients in rectifying issues with missing documentation
2 year degree in business, economics, or finance
At least 1 year of customer service experience in the financial services industry
Proficiency with Microsoft Word and Microsoft Excel
Ability to obtain NASD Series 6, or NASD Series 7 & Series 63 licenses within 90 days of hire
Understanding of banking and brokerage firm operations
NASD Series 6, or NASD Series 7 & 63 licenses

Assistant Manager, Client Operations Resume Examples & Samples

Assisting the manager, who is responsible to meet customer needs and achieve profitability. objectives of the division/enterprise with support from office and storeroom operations ensuring dealer requirements are achieved or exceeded
Managing storeroom operations to maximize layout, processes and culture related to order filling, packing, shipping, quality control, inventory counts, etc
Serving as a liaison to facility operations management
Recommending changes, assisting in continuous improvement initiatives for warehousing processes and implementing new systems/processes
Communicating and maintaining a culture of open relationships with associates
Assisting supervisors in answering associate concerns/complaints
Determining and implementing staffing levels for assignment completion
Participating in recruiting and screening routines for new employees
Assuring employees are thoroughly trained in processes and business practices/policies
Supporting purchases of indirect material suppliers and capital items required for daily operations
Assuming responsibility for operations in absence of manager
Responsible for operational updates, written and oral reports and operations summaries
Coaching and development of reports
Manage Vendor/Contractor third parties
3-5 years of proven management experience
4 year Bachelor’s degree and/or 5 years of Logistics experience
At least 1 year of Parts Distribution network experience
Experience interfacing with Caterpillar Dealers
2-3 years of strong EOS indices
SAP / EWM experience
6 Sigma – CPS experience
Experience in Vendor/Contractor third party management
Self-motivated, ability to work independently and make sound decisions
Flexible to change; able to manage diverse situations
Must possess excellent oral, written communication skills
Strong background in managing projects

Client Operations Associate Resume Examples & Samples

Resolve trade and collateral breaks
Develop and maintain relationships with internal clients and stakeholders
The ability to work under pressure and multitask

Client Operations Manager Resume Examples & Samples

Service Management – Client Operations Managers are responsible for planning and executing the delivery of services that Dimension Data is contractually bound to deliver in terms of the contracts held by clients. They work with the relevant stakeholders to create, define and catalogue service offerings and present these to the sales force and clients. They contribute to the provision of quotations and accurate pricing for services required by the client and participate in the negotiation of service level agreements and the details of the contract. These individuals ensure the management of incidents and problems and respond to escalated queries. The Client Operations Manager manages calls logged on the Centre of Excellence to ensure effective and timeous resolution. They ensure that all Dimension Data employees provide efficient and harmonious service delivery to the client
People Management - They are responsible for operational management of the service delivery team, creating and executing on plans and reporting on the team activities in the required forums. They ensure that employees reporting into them are engaged and understand their career opportunities, by taking responsibility for the development and training of their team members. The Client Operations Manager ensures that his or her team is rewarded and remunerated according to their performance. These individuals assist with resource planning and deployment according to the requirements of the service contract
Client Engagement - The Client Operations Manager is the primary client interface for all operational activities on the client’s site. They conduct regular feedback sessions with the client to report on contract performance and contract activities. In so doing, they ensure understanding of the client needs and ensure client satisfaction. They serve as a management interface between Dimension Data and the client
Vendor Management – Client Operations Managers take responsibility for the management of vendor support contracts and the maintenance of working relationships to ensure service delivery to Dimension Data clients. They ensure that the tools and technologies deployed by vendors are appropriately supported. They conduct regular vendor meetings using measurable criteria to report and manage vendor performance. They compile and maintain accurate documentation on vendor processes and procedures and incorporate these into the Dimension Data processes to ensure seamless and efficient service delivery to the client. These individuals maintain an understanding of the vendor support call logging process and manage calls that are logged through this mechanism to closure. They understand vendor and distributor partner requirements and ensure that Dimension Data complies with the following
Strong, demonstrable experience in IT Managed Services market, with a preference for IT infrastructure
Three-year university degree (or higher)
Management experience in a Professional or Managed services business

Client Operations Associate Resume Examples & Samples

Ensuring the successful and timely processing of Prime Brokerage client trades
Opportunity to partner with the Prime Brokerage sales and service teams to roll out new business and service implementations as well as technology enhancements
Participating in the client on-boarding process

TTS Client Operations Resume Examples & Samples

Trade Transaction Service - Executive
Support / participate in new projects/migrations and ensure smooth cut over with minimized risks – internal and external
The candidate will be responsible for handling guarantees/ counter guarantees and all related correspondents and follow ups
Delivers as per Service Level Agreement at all times. Ensure service quality is maintained
0-1 years
Previous experience in handling Trade Finance Products .i.e. LCs, Collections, Payments, Doc Scrutiny etc. (Preferred)

Prime Services Client Operations Resume Examples & Samples

BS or BA required. Concentration in Finance, Economics or Psychology preferred
1 to 5 years Investment Banking Operations
Listed Derivatives and OTC expertise
Familiarity with SQL, Java and/or Microsoft Access, Visio & IGraphx preferred

Prime Derivatives Client Operations Resume Examples & Samples

Act as the Single Point of contact for clients for any and all queries related to the client’s clearing activity
Where queries cannot be acted upon by the employee, liaise internally utilizing your Credit Suisse network of contacts to ensure the query is acted upon by the appropriate team(s) in a timely manner
Collaborate effectively across products, teams and business areas to deliver the business lines services preposition
Maintain a high level of customer service at all times, prompt answering of telephone and using the appropriate greeting. Ensure timely response to written queries ensuring that the client is continually updated on the status of all enquiries with written follow up in all cases
Gain an in-depth understanding of clients trading flow and identify opportunities to deliver and implement STP solutions to clients
Maximize the clients use of Credit Suisse systems / infrastructure where appropriate, training clients on tool usage, selling STP capabilities etc
Identify process improvement opportunities for the clients you are servicing (team wide application) and implement to allow for more efficient use of resources and for increased focus on value-added services delivered to the client base
Ensure that processes and services offered to clients are in line with Credit Suisse and industry control regulations
Identify bespoke services delivered to lower segment clients, understand the efficiency of these and either escalate these for withdrawal or provide suggestions on how these bespoke services can be automated
Prepare comprehensively for client visits, prepare agenda, service review, metrics and update on action items. Prompt production of call report following the visit
Awareness of processing deadlines and regulatory responsibilities and be able to assist clients with any regulatory queries
Identify and understand risk items and escalate these appropriately. All risk items must be verbally brought to the attention of the Client Service Supervisor and / or Manager whilst also being followed up in writing
Oversee the management and setting up of client accounts ensuring all parameters and the relevant static are correctly setup
Oversee the margin call flow of clients ensuring risk is managed and escalated appropriately
Undertake trade break resolution, investigation of position breaks notified by the Client or Internal Credit Suisse teams
Verify that all necessary corrections have been made in line with agreed resolution and original query is fully resolved
Understanding the mechanics of deliveries, exercise / assignment processes and resolve any issues / disputes as appropriate
Manage clients’ exposure through expiry periods to cover risk inherent to the Derivatives business
Ensuring that commission rates are fully set up and any commission related breaks are resolved in an appropriate manner
Oversee the management of setting up and amending clients clearing and execution commissions, including Third Party Brokerage rates if this service has been offered to a client
Ensure any commission related breaks are resolved in an appropriate manner

TTS Client Operations Resume Examples & Samples

Investment Services – Be part of a team covering overview of client Online investment activity in particular Money Market Funds placement
Liquidity Specific Activities
Maintenance activity across all platforms ensuring timely and accurate completion
First level day to day management of client queries escalating as appropriate
Liaising with Production support & Development support team to resolve exceptions found during daily monitoring
Daily reconciliation of concentration and investment activity
Ensure close communication with all our internal partners, Liquidity Product, Client coverage, Electronic Banking, Client Delivery, Implementations, CAMU, Technology and Support areas as required
Ad hoc projects as directed by Section Manager/Team Leader
MIS
Produce weekly, monthly and quarterly MIS and reports, specialised ad hoc management reporting and communications, special projects etc. as required
Treasury, Investments or Cash Management desirable
Minimum of 6 months Operational experience
Proven ability to produce accurate and timely data input
Excellent organisation and administrative skills
Excellent interpersonal skills, ability to work in collaboration with other teams across TTS
Strong focus on controls and risk management
Willing to learn and develop

TTS Client Operations Resume Examples & Samples

Job Background/Context
The LMS range of products assist clients to manage their income as efficiently as possible by providing general treasury management services like concentration, pooling and investment. Over 75% of our high intensity clients utilise concentration type products
From Target Balancing (intra & end of day), Pooling, and interest arrangements to Investments, all aspects of the market and our infrastructure and approach to business management should be aligned & have pristine controls. With the development & streamlining of platform enhancements each assigned to the respective streams below, this strategy is the back bone of our LMS capability globally
Customer facing experience desirableSkills
Competencies:Service orientation, professionalism, proactive and strong client/business focus, accountability
Ability to work effectively in situations requiring analytical, interpretive, and problem solving techniques
A detailed and independent thinking style
Strong team working skills

TTS Client Operations Head Resume Examples & Samples

To ensure maximum profitability o accounts serviced by the division in accordance with internal and external regulatory policies, credit guidelines and control standards
To ensure a competitive market edge in terms of pricing, product delivery and special services schemes by way of new initiative and relationship handling
Select/ train / develop and manage people so as to ensure an adequate skills base, appropriate motivation, high morale and consistent discipline and meaningful career planning
Ensure Cash and Trade clients needs and particular operating processes are identified; these will serve as basis for product innovation and service enhancement
Ensure the proper dissemination and implementation of personnel policies and encourage positive employee relations climate in Cash and Trade
Continually explore the possible streamlining of processes and further cut down Cash and Trade costs with assistance of Technology
Manage the operation workplace and people on back office processing including accounting and technology to provide best support to the dynamic business
Ensure good control of daily operational process to be in compliance with internal policies and external regulations
Liaise with regional office with respect to Cash Management Operation related issues
Coordinating with internal and external counterparts to implement/deliver new business/product initiatives in an efficient manner
Advanced Degree (MBA), (MS) or (PHD)
Over 10 years experiencs in banking operations
Strong problem solving and interpersonal skills

Client Operations Associate Resume Examples & Samples

Contributing to the team's goal of monitoring Firm exposure to our customers across the Institutional Equities, Prime Brokerage and Private Wealth Management businesses
Responsible for ensuring all positions and valuations are accurate, that correct requirements are being charged in accordance with the clients' strategies, and that all margin calls are issued and met in full
Expected and empowered to think about what your clients are trading, and to actively challenge things which do not make sense. If it's not working for you, then it's probably not working for our customers either
The businesses we support rely on our team to manage and highlight operational risk in the margin process. We are the last line of defense in a market or client crisis. You will form part of this defense
Support your team managers with carrying out supervisory functions and driving forward specific projects. The team contains a strong change management and product development mandate. In the constantly moving world of financial markets, we are engaged in a rolling program of change designed to challenge the status quo and keep us and our customers at the cutting edge of the industry globally. You will be part of this program
Collaborating with some of the foremost experts in the Margin and Risk Management field and you will find your knowledge and thought process challenged and expanded on a daily basis

Senior Client Operations Analyst Resume Examples & Samples

Manage the implementation of new products or lines of business
Ensure network products, fee schedules and other operational requirements are set up in a timely and accurate manner
Ensure new plans / groups are incorporated into existing book of business
Proactively meet with health plan personnel to determine current and future business and regulatory needs
Collaborate with Provider Relations, Credentialing, Systems, Recruitment and other sister segment counterparts to meet ongoing business and project requirements
Coordinate all regulatory reporting and non - regulatory reporting needs for each assigned market
Identify process improvement and cost saving opportunities when appropriate
Chair and document cross-departmental / organizational meetings
4+ years of experience in healthcare insurance
4+ years of experience in business analysis; with demonstrated ability to gather undefined or unclear requirements utilizing strong probing skills
2+ years of experience in project leadership or management; with demonstrated abilities in process improvement, workflows, benchmarking, and evaluation of business processes
Experience with dental insurance with solid understanding of ADA codes and general dental terminology
Excellent communication, time management, problem solving, organizational, and analytical skills
Ability to assess and interpret customer needs and requirements
Ability to identify solutions to non - standard requests and problems
Ability to solve moderately complex problems and / or conduct moderately complex analyses
Ability to work with minimal guidance; seek guidance on only the most complex tasks

Client Operations Change the Bank Project Associate Resume Examples & Samples

Ability to take ownership of multiple projects through multiple phases with ultimate responsibility for successful delivery of the project requirements on-time and under budget
Ability to conduct thorough business analysis to capture and synthesize detailed and accurate business requirements to drive solution designs
Ability to create and lead forums and working groups, including senior participants, to drive projects, provide status updates, escalate issues, and resolve conflicts
Ability to develop strong partnerships with IT colleagues to design, develop, and implement technology solutions to business requirements
Ability to manage stakeholder relationships throughout the firm at all levels, including Sales and Trading, Legal and Compliance, Risk Management, Technology, Finance, and Operations
Exceptional communication, organization, and time-management skills
Proficiency with Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, Project, Visio, and OneNote, to create high-quality project management artifacts
A background in institutional trading businesses and processing is advantageous

Client Operations Specialist Resume Examples & Samples

Maintain client satisfaction by supporting CMM on assigned tasks/projects for clients. Account support activities include, but are not limited to
Data Analysis; Identify, analyze, and interpret trends or patterns in data sets
Client Management Support: You will own the relationship with clients in relation to the operational support of their webstores. Managing internal and external communication to ensure the desired client service levels are achieved. Using the DRCC Remote Control tools for product additions and site maintenance, marketing programs, accounting questions, inventory management and customer service issues. Assisting in reporting needs for presentations or accounting/billing question investigations, monitoring inventory levels, and supporting customer service needs
Marketing Program Support: Implementing client marketing activities directed by CMMs such as cross-sells, up-sells, bundles, email programs, CID creation, etc
Store Design Support: Assist the CMMs in the management of product and store changes that support the overall client revenue goals and consumer experience
New Program Support: Assist in the implementation activities on new marketing tools, or functionality that will be launched to the Digital River client base as directed by the Director of Account Management
Additional Services – Sales: Able to identify sites/clients that have additional opportunities for growth and work with the CMMs to ensure proper resources are assigned for selling, implementing and billing additional opportunities
Bachelor's degree in business or related field
1-2 years marketing or business experience required
Project management experience a plus

Client Operations Manager Resume Examples & Samples

Delegate work in a way which builds commitment and opportunity for others
Plan and carry out responsibilities with minimal direction
Handle Stressful situations and deadline pressures well
Accepts responsibility for achieving goals and expectations
Work as part of a team
Understand Client, investor and shareholder perspectives
Excellent organizational and multi tasking skills
Demonstrated ability to establish and maintain effective relationships and partnerships with key stakeholders
Demonstrated experience in leading and managing projects that are strategic in nature and global in scope
Excellent organizational skills with demonstrated ability to execute projects on time and on budget
Strong interpersonal, communication, facilitation and presentation skills
Technical competence (understand software, hardware, networks, etc
Motivated, goal orientated, persistent and a skilled negotiator)
Able to build rapport and maintain client relations
Confidence in delivering presentations comfortably and successfully to large audiences, including up to board level
Confident working with Excel and PowerPoint, including pivot tables and Windows Vista
“Out of the box” forward thinker
Understand client objectives and requirements
Identify opportunities to grow existing accounts
Manage a variety of accounts whilst delivering an excellent service
Able to deliver to strict deadlines; capable of working successfully under pressure. Negotiation skills
Able to construct and write business proposals
Generate new business
Exceptional communication skills at all levels
Recognise and proactively overcome challenges

Liquidity Management Services Client Operations Specialist Resume Examples & Samples

Investment Services – Be part of a team covering overview of client Online investment activity in particular Money Market Funds placemen
2 – Pooling Services - servicing multi-currency notional pooling via Global Notional Pooling - (GBNP). GBNP also manages interest calculations and reallocation services
3 – Investment Options - servicing all investment services, i.e. Money Market placements, Time deposits, investment sweeps etc. via Global Investment Platform - (GIP)
Understanding of basic concentration and investment type products highly desirable
Extensive months Operational experience
Other quality and administrative support experience would be desirable

Client Operations Associate Resume Examples & Samples

Resolution of trade and position breaks facing the North American Futures exchanges and the client books and records
Topday matching, allocation, and clearing of client and house account activity
T+ allocation and clearing of client and house account activity
PIT and PNT transaction management
Trade flow engineering via Vista, Vista Matcher, and Halo to realize opportunities to automate allocations
Pending trade and out trade management
Communication with exchanges, clearing houses, counterparty brokers, internal and external clients, Legal and Compliance, non-market risk, and technology
Client onboarding
Facilitation of client position transfers

Senior Client Operations Analyst Resume Examples & Samples

Ensure new plans/groups are incorporated into existing book of business
Identifying process improvement and cost savings opportunities when appropriate
Associates Degree required, Bachelor’s degree highly preferred
3+ years of business analysis experience with demonstrated ability to gather undefined or unclear requirements utilizing strong probing skills (This is not a financial analysis role)
2+ years of experience with process improvement, workflow, and / or evaluation of business processes
Intermediate level of proficiency with Excel and PowerPoint
Experience with dental insurance is highly
Prior experience working with business implementations
Prior experience working as an Account Manager
Proficiency in Access
Excellent communication, time/project management, problem solving, organizational, and analytical skills
Assess and interpret customer needs and requirements
Solves moderately complex problems and/or conducts moderately complex analyses

Client Operations Manager Based Resume Examples & Samples

Establish a close working relationship with the QLAB global project team, Business Development, Operational teams and appropriate CDS counterpart to ensure consistent, quality, global delivery of all studies
Participate on client specific operational committees, with accountability for developing a true partnership and ensure senior management is frequently informed on current status and progress with the client relationship
Participate in client meetings including bid defense, capabilities and audits as needed
Regularly review with QLAB global project team and Business Development to include; lessons learned, best practices, standards, client specific requirements, budget management, KPI’s, Master Service Agreement, customer surveys, and discuss progress, actions, next steps and responsibilities
Ensure client standards are defined, communicated, trained, and proactively manage and communicate changes to client standards and/or client requirements
Drive specific client requests across the internal QLAB organization and where appropriate to implement best practices and process improvements across all clients
Knowledge of operations and all project services job functions globally
Knowledge of "assigned" customer(s) expectations, requirements and needs
Excellent organizational, analytical and problem solving skills
Adaptability and flexibility in a fast-paced working environment
Ability to deliver high quality project management globally with a sense of urgency and ability to drive activities to closure
Ability to communicate clearly and regularly internally across departments and regions and externally with global clients

Director Client Operations Resume Examples & Samples

Day-to-day management and development of Client Service staff
5-7 years of senior client service (client-facing) or account management experience
Experienced manager, preferably in a small to medium size entrepreneurial office
Familiarity with supporting Sales teams
P&L responsibility for a minimum of 50M booked business, annually
Problem solver; ability to understand and determine root cause and propose effective and creative solutions across a complex set of customers, processes and systems
Excellent Communication skills and client-service skillset
Track-record of successfully designing and implementing processes and improving existing processes within similar organizations
Strong technical acumen/computer skills (Microsoft Office)

Client Operations Manager Resume Examples & Samples

Exceed client expectations by using product, technical and client expertise to effectively solve client issues in a timely manner
Coordinate investigations and responses by the Global Support and Services. Fully own escalated issues from inception to resolution to ensure resolution times meet client expectations
Develop in-depth knowledge of client business and operational workflows by working closely with client operations and production teams. Contribute knowledge of client business practices to overall Eagle knowledge management (KB articles, test cases, etc)
Engage in early stages of client lifecycle to share ownership of key implementation decisions; influence decisions with an eye towards post-implementation operations and long-term client success. Maintain ownership of decision logs after implementation
Effectively advocate on behalf of client needs to GSS leadership
Understand and contribute to the immediate and 3-month horizon needs and objectives of clients. Own current client temperature and work closely with client Relationship Manager on mid-range client goals
Maintain daily communication with client A and B levels
Proactively identify opportunities to increase client satisfaction and overall value of Eagle suite (training, new projects, sales opportunities, etc)
BA in Finance, Accounting or IT. Advanced degree preferred
5-7 years of experience in the investment, private wealth and/or financial services industry
Self-motivator with a strong work ethic, initiative, critical and strategic problem-solving skills
Detail-oriented with strong organization skills
Must be able to quickly gather and analyze data
Excellent multi-tasking skills with the ability to thrive in a dynamic working environment
Collaborative interpersonal skills; ability to work within teams
Proven ability to build strong relationships, both with colleagues and with internal and external clients
Expertise in the investment management industry
Experience using Eagle products is preferred

Client Operations Associate Resume Examples & Samples

Support run the bank for collateral and meeting margin call requirements through re-hypothetication of collateral between locations i.e. custodians, clearing houses, clearing brokers
Daily surveillance of CCP margin movements and ensure adherence to applicable margin rules
Resolution of Exchange Point Balance breaks
Communicate with exchanges, brokers, internal and external clients, Legal and Compliance, and Technology
Good interpersonal skills to build cross-divisional relationships; gain support and respect from key stakeholders (Business Unit, Operations, FCG, Legal and Compliance)

Client Operations Analyst Resume Examples & Samples

Utilize your strong communication skills to assist clientele with setting up of new accounts; including, coordinating initial and ongoing funding and income distributions from investments
Utilize your interpersonal skills to be the strategic liaison between portfolio managers and clients, relaying strategic information in regards to portfolio performance, market and political risk
Utilize your project management experience to assist in the manage of the client process flow

Client Operations Specialist Resume Examples & Samples

Client account administration
Client Relationship Management which includes developing valuable relationship with clients, understanding their requirements and delivering solutions
Active involvement in client initiatives
Project work
Implementing process improvement and controls to existing functions

Client Operations Associate Resume Examples & Samples

Monitoring of risk exposures
Providing detailed analytics and reporting in relation to existing and prospective clients
Delivery of technology change (both strategic and tactical)
Improvement of controls across the Risk/Margin platform
Ensuring that all client positions and valuations are accurate, that correct requirements are being charged in accordance with the clients' strategies, and that all margin calls are both issued and covered same-day
Thinking about what your clients are trading, and actively challenging things which do not make sense. If it's not working for you, then it's probably not working for our clients
Working extensively with the PB Risk Management, IT & Client Service teams to build & maintain a controlled & commercial business that leverages the strengths of all our people
Managing operational risk. We are relied upon to manage and highlight operational risk in the margin process. We are the last line of defense in a market or client crisis. You will perform a central role in this defense by challenging the status quo and maximizing the value that the team can add to our franchise
Driving forward the significant change agenda in collaboration with peers in the London, Hong Kong and Singapore Margin/MORS teams

IoT Client Operations Manager Resume Examples & Samples

Seven+ years of experience in insurance; Experience in operational and logistical environments
Working knowledge of Insurance company, agency operations and Risk Management
Strong PM skills; Proficient knowledge of Excel, PowerPoint, Word, Outlook; Working knowledge of HSB's processing systems
Self-motivated & directed; able to prioritize multiple tasks while keeping sight of "big picture"; able to analyze business processes to identify problems or solutions; strong oral/written communication skills
Strong interpersonal/team building skills, meeting facilitation and management, leadership, problem solving/analytical skills. Ability to influence multiple levels of internal/external clients
Travel as needed

Amer Prime Brokerage Client Operations Analyst Resume Examples & Samples

Provide exceptional client service that maintains and continually enhances relationships to improve the overall customer experience
BS or BA required. Concentration in Finance, Economics, or MIS preferred
Investment Banking/Financial Operations/Client Service experience preferred
Familiarity with Microsoft Access, Visio & IGraphx preferred

Client Operations Specialist Resume Examples & Samples

Efficiency
Excellent written and verbal skills
Ability to balance daily workload and larger projects
2+ years of work in finance or customer facing role. Financial service experience is a plus but we will train the right candidate interested in learning investing and key financial concepts

Client Operations Specialist Resume Examples & Samples

Empowered to think about what your clients are trading, and to actively challenge things which do not make sense
The businesses we support rely on our team to manage and highlight operational risk in the daily margin process. We are the last line of defense in a market or client crisis
The team contains a strong change management and product development mandate
Producing and executing test scripts for all RTB and CTB changes that impact the margin system; prioritizing RTB project's queue for NA; and driving cost efficiency agenda through Lean initiatives

Client Operations Specialist Resume Examples & Samples

Support assigned Client Managers by proactively monitoring existing renewal business with timely generation of quotes, validation of service contracts, auditing and management of all aspects of the renewable pipeline using Salesforce.com (CRM system)
Provide outstanding and enthusiastic customer service and communication both by phone and email. Respond quickly and accurately to requests from inside resources as well as outside clients
Prepare and submit accurate orders to purchasing. Help ensure deals are registered through partnership with Deal Registration Desk
Responsible for effectively communicating and positioning Partner and authorized support programs within the partner community and installed base. Develop and maintain an in-depth knowledge of Partner programs and services
Provide detail reporting and asset tracking for clients on an as-needed basis
Interact extensively with clients for upselling level of service contracts, positioning multi-year contracts, technology refreshes as well as co-terming contracts from various technologies for an annual renewal date
Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely renewal quotations for products and services
Generate and accurately report Renewal pipeline to Client Managers and Sales Management
Act as liaison between Client Manager and operations/services organization
Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred
2 or more years of experience in Business-to-Business Sales/Client Services role required
2 years of experience in technical or information technologies industry preferred

Client Operations Manager Resume Examples & Samples

Drive overall renewal rate excellence through on time renewals
Display and exercise a deep commitment to meeting and exceeding goals
Exercise a commitment to maintaining and improving Services Renewal Model through consistent program evaluation and management of the renewal and retention strategy
Drive excellent performance in each individual, based on a set of Performance Standards per renewal concentration
To continuously develop and expand the team’s understanding through on-going developmental training
Associates Degree (A.A.) or equivalent from two-year College or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred
Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word and Excel. Internet navigation required
Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred
Ability to work in a sales partnership setting, where workflow is determined by incoming requests required

Client Operations Specialist Resume Examples & Samples

Includes a minimum of two years of data entry in an inside sales role
Intermediate Microsoft Office skills to include Excel for creating and using spreadsheets
Advanced knowledge of Microsoft Outlook for email to include working with a shared email box with ability to multi-task in a high paced environment with multiple messages arriving at once
Basic understanding of the anatomy of a desktop/laptop with ability to understand customer needs
Working knowledge of data entry into a CRM or ERP system
Working knowledge of a customer's purchasing process from an Inside Sales perspective
Understanding of the sales cycle for a business purchase
Basic understanding of the sales process with ability to provide the client accurate SLA's and delivery information

Client Operations Manager Resume Examples & Samples

Partnering with the Account Manager and the operations teams, , manage large client engagements, focusing on the intersection between ongoing operations, account/support issues and significant services requests
Work closely with the Sales, Professional Services, Cloud Operations and Support organizations to facilitate resolution to escalated client situations and drive completion of root cause analyses as necessary
Become our customers’ trusted partner
Prepare and deliver client account reporting and executive level ad hoc reporting, as required and maintain executive scorecards. Serve as a SumTotal’s change manager to help ease and facilitate clients through large projects
Develop and implement process improvements and standard operating procedures to maximize efficiencies and consistently exceed client service levels
Identify, create and deploy proactive customer experience campaigns that drive retention and customer success
Identify opportunities to increase product adoption solutions or training that will increase SumTotal’s value to the customer and improve customer satisfaction in the course of developing partner relationship with customers as appropriate
Effectively resolve escalated client issues and complete root cause analyses, when appropriate, in order to prevent future occurrences

Client Operations Manager Resume Examples & Samples

Provide effective solutions for Client through extensive knowledgeable on relevant modes of transportation (Air, Ocean, Small Parcel, International, Expedited, LTL, Truckload, Partial, Flatbed, Intermodal etc.)
Collaborate with support departments (Finance, IT, Accounting, Carrier Sales, etc.) to drive process efficiency and deliver results to the Client
Ensure Operations Excellence by training, developing and managing an account team on a daily basis
Create, improve and drive compliance to standard operation procedures for internal and external processes
Monitor and manage Carrier performance and lead continuous improvement initiatives with Carrier base
Develop and implement financial packages for Clients and Carriers, facilitate quick payment and mediate pricing discrepancies between both Clients and Carriers
Confidence to make tough decisions when necessary

Director Client Operations Resume Examples & Samples

Strong leadership skills to create and drive consensus across teams to enhance performance
At least 3 years in leadership and management positions
Strong demonstrated project management experience
Ability to build strong internal and external relationships in order to influence and drive improvement
Client and customer focused
Exceptional communication (written and verbal) and presentation skills
Must be tech-savvy and computer literate
Ability to manage, lead, develop, and hold department staff highly accountable
Experience preferred in: Live Event Production, Call Center, Fulfillment Ticketing Industry and Network / IT

Client Operations Analyst Resume Examples & Samples

Develop detailed product implementation plans for the Inland Flood Coverage Endorsement (IFCE) and future RD white labeled products. Lead all product implementation calls and meetings with our clients
Function as the day to day liaison with our partner companies, resolving any potential issues expediently
Working in tandem with the Flood Product Manager, manage the interaction with the various RD departments necessary for the timely implementation of our white label products. These departments include actuarial, IT, marketing, claims and contracts
Utlize InDepth™modeling output to create custom proposals for IFCE clients
Assist Product Development and Marketing with the creation of presentation and marketing collateral and participate in product presentations and proposal meetings, as necessary
Assist the Strategic Product Manager with the build out of scalable work flows for claims handling, data transfer, accumulation monitoring, accounting, and reporting. Monitor the operational health of assigned customers
Engagement with Hartford Steam Boiler COM’s to ensure RD adherence to COM Best Practices
Active participation in Design Thinking Workshops, Innovation Boot Camps, and Innovation Labs as necessary
BS/BA preferred, advanced degree a plus. CPCU, ARe designations preferred
Five years experience in personal or commercial lines insurance. Ten years experience preferred. Experience with state filings preferred
Advanced Microsoft Word and Excel skills
Proficiency in all personal and commercial lines of business, especially property
Prior experience in innovation and new or non-traditional product development a plus
Experience in leading cross-functional projects plus strong interpersonal and social skills; excellent oral and written communication skills
In-depth knowledge of the US insurance and reinsurance markets. Demonstrated ability to execute on strategic plans
Commitment to superior customer service
Willingness to occasionally travel for client presentations and client maintenance (up to 20% per year)

Client Operations Manager Resume Examples & Samples

4+ years’ work experience in retail, ecommerce, operations and logistics, technology or project management
Familiarity/Comfort of reporting to Manager in the US whilst working out of the UK office
Experience working in an environment with some foundation in policies in procedures but continues to evolve due to business growth and product expansion
General understanding of retail shipping and logistics strategies, as well as import, export and customs processes
Possesses a high level of initiative with ability to handle demanding situations & deadlines
Strong written and verbal communication skills along strong analytical, assessment and problem-solving skills is a pre-requisite for the role
Ability to work independently and as part of a team and organize one’s time is key

Client Operations Associate Resume Examples & Samples

Ability to build effective relationships with Trading, Sales groups along with other support functions (Financial Controllers, Technology, projects group)
Undertake current state assessment in order to identify control gaps. Work with global counterparts to understand the scope of the issues and identify near term bet practice adjustments
Perform business analysis needed to create proposals for scalability (VnG analysis), team fungibility, depth and efficiency
Partner with global counterparts to ensure that initiatives are aligned to regional business needs and ensure that regional business needs are well represented in the global arena
Work closely with the projects team for continued renovation of TX and related migration efforts
Partner with the project group and IT to ensure that business requirements are conveyed accurately in order to guarantee intended deliverables
Ensure that operational needs are escalated to management in order to deliver solutions in a timely manner, be it tactical or strategic, or both
Review and analyze weekly performance and key metrics reports for derivatives operations group

Private Client Operations Associate Resume Examples & Samples

Responsible for reviewing and processing various transaction requests on client accounts in an accurate and timely manner
Work in conjunction with individuals on the team, other service teams in the department and stakeholders around the firm
Support the research and resolution of exceptions and inquiries related to Mutual Fund trades and corporate actions
Distributes information and reporting backup to Client Operations teams as required
May interact with clients and auditors in a limited capacity for audit related issues as agreed to with Client Operations
Maintain records in support of audits
Complete reconciliations across Mutual Fund Investments
Reconcile client accounts for the purpose of distributing annual tax documents
Track exceptions and discrepancies on client accounts and work with other team members to resolve
Participate in testing and review of annual code releases and quarterly maintenance of accounting engine (Global Plus)
Support overnight data stream from upstream systems to Global Plus and return of data back into downstream AB system
Bachelor’s degree, preferably in Accounting, Business or Finance
2+ years’ experience in Operations Investment Support working with a team and meeting time sensitive deadlines
The candidate must be responsible, organized, detail oriented and efficient
Good interpersonal skills and clear communication skills, both written and oral, are preferred
Strong problem solving and analytical skills and the ability to work in a fast-paced, deadline oriented environment
Strong ability to multi-task, prioritize and manage various projects or tasks at once is also required
Independently research and resolve issues
Demonstrate proficiency in generating Excel spreadsheets and documents in Microsoft Word and PowerPoint

100

Client Operations Associate Resume Examples & Samples

Act as a specialist for the US futures markets in support of the Institutional Securities Group (ISG)
Work with clients, Global Agency Desks and LD Ops to automate client allocations and enhance existing processing where needed. (STP analysis, Vista Matcher, Template)
For new clients, understand operational requirements (special recaps, booking methods) and socialize these with Global Operations teams
Monitor client activity in Vista intraday and proactively seek allocations
Liaise with clients to resolve unmatched allocations and any trade related discrepancies
Process changes in Vista and other systems related to error trades and client updates
Process manual allocations, reallocations and 3rd party executions
Participate on the daily Operations/Risk/Compliance Risk Call
Monitor breaks mails and out trades and resolve issues from previous days business
Manage emails effectively to ensure no gaps with other Operations teams

101

Highmark Capital Management Client Operations Associate Resume Examples & Samples

40% - Reconciliation, researching, and resolving holdings, transactions, and cash in HighMark accounting systems using Staars recon tool, Microsoft Excel, Bloomberg, and custodian reports. Must be able to calculate income and paydowns on assets using Bloomberg screens
10% - Mark to Market Evaluation and pricing of securities using IDC pricing and Bloomberg
10% - Researching and resolving failing executed trades with custodian and portfolio manager using Bloomberg
30% - Prepare monthly portfolio/income reports equivalent to Balance Sheet, Income Statement, Statement of Change in Cash Flow, and Statement of Change in Net Assets for clients and creation of client PowerPoint presentations for portfolio managers
10% - Assist Operations Manager with routine maintenance of HighMark systems: Bloomberg, SEI Trust, Staars

102

Client Operations Rep, Wscv Resume Examples & Samples

National and Local Paid Programming Sales – send out and clear avails, negotiate rates, and allocate and book all orders. Respond to substantial daily inquiries
Significant amount of National orders/processing, maintaining contracts and revisions
Work with National Sales Office representatives, account mgrs, and assistants on make goods and sales traffic support
Responsible for and communicating station’s prime program changes
Provide air times and researching of billing discrepancies
Responsible for clerical functions including answering phones, computer inputting and filing
Must serve and train as backup for other desks
A minimum of a BA degree, or equivalent
A minimum of 1-year experience using Microsoft computer software (PowerPoint, Excel, Word)
Work overtime and on weekends with short notice
Must be willing to work at the station in Miramar location
No relocation benefits available
Must be covered by Solutions, NBCU’s Alternative Dispute Resolution Program
Bilingual; English/Spanish
Knowledge of Wide Orbit and Donovan DDS preferred
Some experience in radio/television sales desirable
Able to meet deadlines and work well under pressure
Administrative and communications skills (written and verbal)
Organizational skills with attention to detail and a positive attitude

103

Senior Manager, Client Operations Services Resume Examples & Samples

Establishes and delegates work assignments and project schedules
Conducts reviews of work in progress
Reviews processes and terms to identify areas for improvement
Provides direction to colleagues within the latitude of established company policies
Works on issues of diverse scope requiring an evaluation of a variety of factors (i.e., business trends, team impact)
Manages team within department budget
Interacts with subordinates and/or peer group managers involving matters between departments or functional areas. Often leads a cooperative effort among members of a project team
Manages and coordinates the activities of a department with responsibility for results
Handles personnel actions including staffing, performance reviews, salary recommendations, disciplinary actions, and coordination of training and development. Reinforces desired behaviors
Oversees team, ensuring ongoing contractual terms are met and the operational delivery of services to clients for an account or group of accounts exceed client expectations
Ensures that implementations and ongoing services are delivered on time and meet client requirements by maintaining tight control over the project schedule, risks, and scope of work
Collaborates with internal partners to ensure service delivery and client satisfaction
Researches and resolves client and member inquiries providing root cause analysis
Identifies recurring or related issues and develops / implements resolution strategies
3+ years of people management experience preferred
Proficiency using Microsoft Office
Must be able to work effectively in an ever-changing environment and have the proven ability to motivate team members to meet goals, deadlines, and deliverables
Ability to project manage multiple high visibility projects concurrently / process enhancements / improvement generation and follow through
Ability to develop and articulate written business definitions and documents
Ability to understand information quickly, derive insight, synthesize information clearly and concisely, and devise solutions
Must be able to take initiative, set strategic priorities, take ownership of assigned projects and initiatives and independently drive for results
Ability to interface at all levels of the organization within and outside of the company
Previous personnel management experience is required

104

Client Operations Specialist Resume Examples & Samples

Organize, direct and motivate Client Operations Specialist (COS) team members to align with strategic objectives
Set quarterly goals/objectives for each COS team member
Monitor COS team member progress towards goals/objectives
Actively work with sales and operations on process improvement initiatives
Drives the development and training of new COS team members and provides ongoing performance coaching to existing COS team members
Troubleshoot advanced problems, provide guidance for complex quote/order scenarios
Act as escalation path for regional director
Load balance volume between COS team members
Develop and execute advanced reporting, possibilities include quote/order accuracy rate of COS team, SLA attainment, transactional volume, deal registration analysis
Create and maintain COS training/reference documentation
Maintain COS team data on company intranet
Conduct twice yearly formal performance review of each team member and informal quarterly performance reviews
Build process workflows to scale team as sales force grows
Manage month/quarter end activities as necessary
As new opportunities arise within the organization, additional responsibilities will be assumed
Ability to build relationships and trust with internal and external partners/clients
Ability to prioritize tasks to align with particular deadlines
Ability to lead and motivate direct reports, often remote
Superior organizational skills, independent judgment and functional arithmetic skills

105

Client Operations Specialist Resume Examples & Samples

Support assigned Account Managers by producing accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system)
Provide outstanding and enthusiastic client service and communication both by phone and email. Respond quickly and accurately to requests from inside resources as well as outside clients
Prepare and submit accurate orders to purchasing. Help ensure deals are registered through partnership with the Deal Registration Desk
Provide system reporting or analytics to the Account Manager, operations, and management upon request
Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely new business quotations for products and services
Develop and retain product and industry knowledge to be used to identify expertise. Commitment to developing knowledge and experience
Provide historical pricing analysis to Account Manager upon request
Act as liaison between Account Manager and operations/services organization

106

Client Operations Specialist Resume Examples & Samples

Submit all schedule changes to the staff, answering service, providers and the hospitals that we have contracts with as they require updated schedules with any changes
Process incoming certified mail to physicians
Other duties as assigned by leadership Daily
Enter admissions, updates and discharges for all patients into the database daily
Minimum of two years of experience in a health care setting
2-year College degree preferred
Must possess superior organizational and interpersonal skills
Proficiency with database management and software programs required

107

Client Operations Associate Resume Examples & Samples

Collaborating with some of the foremost experts in the Margin and Risk Management field and you will find your knowledge and thought process
All degree disciplines considered although the role would suit someone comfortable with numerical and analytical work
Exposure to margin & collateral / cash & derivatives products is helpful
Demonstration in their past work experience of robust analytical skills and high attention to detail

108

Client Operations Analyst Resume Examples & Samples

Preparing Excel files for data imports
Updating/management of Salesforce
Generating profiles for clients
Creating locations, internal participants, activity defined fields (ADF’s) for data imports
Requests from clients such as exporting quarterly ownership reports for multiple securities
Internal data clean-ups
Setting up trials for clients, extending and inactivating accounts
Help create user guides for clients
First level phone support of clients

109

Client Operations Change the Bank Specialist Resume Examples & Samples

Responsible for leading the analysis and requirements gathering for each initiative
Identify and resolve requirement conflicts
Create and maintain project documentation such as BRDs, Project plans and training documentation
Liaise with technical teams to ensure business objectives are achieved
Effectively use tools such as Excel, Powerpoint, Visio, and SnagIt to present information and facilitate decision making by project participants
Experience in gathering requirements, writing, and delivery of formal documents
Analytical skills: can evaluate information gathered from multiple sources, reconcile variances and convey findings to management and key stakeholders
Testing skills: can perform functional end to end testing based on given requirements, work directly with the IT

110

Client Operations Specialist Resume Examples & Samples

Single point of contact for central processing for Listed Derivatives and OTC clients
Propose developments to improve our clients' experience and make our processes more efficient
Identify and escalate issues in a timely manner to enable effective risk management
Possess robust analytical skills, an attention to detail and a keen awareness of risk

111

Client Operations Change the Bank Associate Resume Examples & Samples

Supporting Business Enablement: for new business opportunity, new product enablement
Responding to Regulatory Demand in Equity Derivatives space; providing SME and change expertise in the trade capture and downstream systems for regulatory agenda
Operational risk and control: work to reduce or eliminate operational risk in Equity Derivatives domain, and maximize operational control

112

Manager, Client Operations Resume Examples & Samples

Responsible for the management of the West Palm Beach Client Operations Team
Provide input into the performance management process and staffing decisions
Organizes the work, sets priorities, monitors all activity, and ensures timely and accurate completion of the work, providing back up support and coverage when needed
Maintains oversight of current production operations, onboarding, maintenance and offboarding
Own the platform, process and data for Client Operations in West Palm Beach
Responsible for prioritizing enhancements to the platform and docket / capital to fund efforts
Establish growth plan for team in West Palm Beach, leveraging strengths of the team and their process
Manages escalation issues from internal and external clients
Utilize knowledge of organization to provide guidance on more complex issues and align with Enterprise Client Ops initiatives
Utilize knowledge of industry to establish standard practices and metrics to measure success
Work with Client Ops Management to increase automation & eliminate swivel chair processing
Work across business units to resolve inefficiencies and promptly resolve client inquiries
Responsible for incorporating West Palm Client Operations into the Global Client Ops Team
Participate in establishing the global tactical and strategic plan with Client Ops Management team
Oversees development of appropriate action plans for client activities and ensures execution and follow up
Acts as a liaison between servicing and operations to ensure seamless execution of client activity
Identifies service efficiency enhancements, process improvements, and facilitates service delivery using creative and proactive measures
Communicates with clients as needed to inform them of account set-up or status, requesting documents or other information when necessary
4-8 years’ experience of Client Operations experience, with 2-3 years of institutional trust and investment experience
Business Analysis & or Project Management experience preferred, displaying process improvement over functional areas
Knowledge of institutional trust operations and accounting systems usually acquired through related experience is necessary to administer complex master trust and custody accounts
General business knowledge and knowledge of accounting usually acquired through coursework are required to oversee client transactions
Analytical, problem solving, and organizational skills are required to identify and resolve account issues

113

Prime Services, Client Operations Resume Examples & Samples

Provide a single point of contact to all external Prime Brokerage clients and to the business itself respective to all Asset Servicing needs
Responsible for query management, break resolution, entitlement inquiries and chasing for elections
Measure, analyse client work drivers and scorecard activities targeting efficiency
Offer training assistance to clients around CS tools and online capabilities
Document small change & process improvements
Participate in and prepare for client visits, roundtables, various working groups
Subject matter expert in Asset Servicing market knowledge & processing with special focus on Corporate Actions
Responsible for voice of customer facilitation and own the maintenance of the relationships
Excellent written and oral communication across all audiences is essential
Risk orientated, able to work against sensitive deadlines in a controlled environment
Able to contribute business requirements and execute test plans as needed
Knowledge of Equity/Fixed Income settlement & Derivative transactions a plus
Must have 2-4 years experience in Asset Servicing
Proactive Approach: Shows drive, passion, works persistently through obstacles to create positive impact and value for the bank. Approaches situations with an entrepreneurial perspective
Principled Behavior: High integrity, maintains confidentiality at all times. Fully complies with the code of conduct; acts responsibly protecting the reputation of the bank and mitigating controlling risks
Partnership: Takes visible responsibility for establishing, preserving and growing deep solid relationships with clients/colleagues. Communicates effectively across all levels of the client's organization
People leadership: Shows genuine interest in advancing people, gives credit, empowers and provides actionable feedback. Takes a strategic perspective to decisions and resource allocation
Professional skills: Results-orientation with a superior ability to execute as well as creatively solve problems; combined analytical and persuasion skills with a comfort and flexibility to work with all levels of the organization. Has the expertise to create solid outcomes

114

Associate Client Operations Director Resume Examples & Samples

Responsible for Sponsor Lab wide delivery with rapid escalation action, driving excellence in delivery across all studies within the portfolio
Establish a close working relationship with the Central Lab global project team, Business Development, Operational teams and appropriate CDS counterpart to ensure consistent, quality, global delivery of all studies
Participate in client meetings including bid defense, capabilities and audits as needed and demonstrate expertise and ability to influence decision making
Lead Internal Governance meeting to build momentum and action for the client
Lead External Governance meetings with excellent preparation and lead successful meeting
Represent Central Lab at key strategic meetings including but not limited to Sales meetings, Quintiles clinical CSMG strategy meetings, Account strategy program meetings
Establish Functional Therapeutic Expert Group Goals (FTEG Goals) agreed with sponsor and provide quarterly updates on success of delivery for each goal
Utilize expertise to regularly review with Central Lab global project team and Business Development to include; lessons learned, best practices, standards, client specific requirements, budget management, KPI’s, Master Service Agreement, customer surveys, and discuss progress, actions, next steps and responsibilities
Lead Sponsor Internal Community resource team through active forums providing account level updates
Establish an lead upskilling programs via Sponsor Centre of Excellence Training Academy
Ensure best practice harmonisation & implementation across client account
Track and manage performance metrics and/or service level agreements and manage process improvement to ensure excellent service delivery
Develop and oversee clear communication plans with project teams and client(s)
Participate in technical reviews and proposal development as needed to ensure standards are captured
Facilitate both the preparation and delivery on client calls and meetings, dependent on need and communication plans
Drive specific client requests across the internal Central Lab organization and where appropriate to implement best practices and process improvements across all clients
Assist in the development and mentoring of new employees
Lead client process improvement and global initiatives as part of FTEG agreement
Regularly review OCL global training plans and eSOP reading list for relevance and modify as needed
Manage the OCL SOP’s through the eSOP database
Act as backup to Director of Client Relations and assist in the support of the wider OCL and the development of the Customer Governance teams
Knowledge of “assigned” customer(s) expectations, requirements and needs
Solve complex problems by assuring cooperation from multiple departments
Bachelor's degree in science related field and minimum 10 years of clinical or research industry experience, including 5 years project management experience; or equivalent combination of education, training and experience

115

Senior Client Operations Manager Resume Examples & Samples

Work closely with the Sales, Professional Services, OD and/or Support organizations to facilitate resolution to escalated client situations and drive completion of root cause analyses as necessary
Become our main client contacts’ trusted partner
Prepare and deliver client account performance reports and executive level ad hoc reporting, as required and maintain executive scorecards on a quarterly basis
Serve as a SumTotal change manager to help ease and facilitate clients through large projects
Identify, create, and deploy proactive customer experience campaigns that drive retention and customer success
Actively identify additional revenue opportunities for SOW, cross product sales or training that will increase SumTotal value to the customer and increase customer satisfaction
Manage ad hoc client management and organizational programs and projects, as necessary
6+ years of experience implementing complex software solutions in a direct client role
Prior experience working in a technical, project management, or consulting environment
Demonstrated client relationship and interpersonal skills
Experience facilitating root cause analysis, driving solutions to complex problems, and developing standards for future use
Comfortable with fast paced environment and all aspects of change management
Able to be successful with ambiguity and solving the client issues, working across functional lines to advocate and solve issues for the client

116

Cbna-o&t-treasury & Trade Solutions Client Operations Head Resume Examples & Samples

Interface with Senior Business Partners in Regional TTS - Day to day management of TTS Operations in country. Additional responsibilities will include Managing the Business Process Reengineering and Business Process Analysis Functions for APAC TTS CDO Group
Handle the country efforts on Migrations to CSCs, Financial Tracking and Monitoring and Business Analytics and MIS for Regional Operations
Minimum of 10-15 years operations experience, with at least 5 years in TTS Operations experience, managing a team of Multi-Functional staff
Spanning from in CSC and Country data to day operations to managing Process Re-engineering and MIS/Finance
A recognized degree qualification in Banking, Business, Finance, Economics, Accounting or Management
Diploma holder with extensive trade experience acceptable
Fluent in English, written and verbal. Strong interpersonal skills and communication skills, both oral and written
Highly detailed planning, organization and process management experience and solid execution capability. A CPA Degree in Accounting and Finance is preferred. Multi-tasking is a must requirement
Strong performance record, indicating a self starter who solves issues as they arise
Strong interpersonal skills (as relates to staff management, workflow coordination and work with other Citi businesses)
Strong focus on control
Quick learner; comfortable with and able to manage in complex systems environment and associated development process - Flexible/sense of urgency

117

Client Operations Manager Resume Examples & Samples

Partner with Account Managers
Manages ongoing contract relationships and service
Ability to analyze data and make recommendations
Minimum 2 years experience in an analytical role
Minimum 3 years experience in a client-facing role
Ability to meet travel requirements (up to 50%.)
Preferred Education & Training
Bachelor’s Degree in Business or related field

118

Client Operations Manager Resume Examples & Samples

Communicator: proactively communicate with your owners via email, phone and in person to ensure that they are in the loop with all aspects of the management of their home. Ability to “sell” an owner on necessary improvements and help them understand how that impacts their revenue
Computer Savvy: Our custom developed management software has set Vacasa apart as an industry leader. We use our system to manage all aspects of our business. While we will never ask you to do any coding, we will want you to be very comfortable using a computer. If you commonly find yourself saying, "I bet I can get on youtube and figure out how to do that.", you'll be just fine
Highly Organized: This position requires balancing competing priorities on a day to day and minute by minute basis. At Vacasa we are dedicated to providing the best tools possible to manage the workload, but there is a critical human piece that you will provide. Only you can know how your owners like to be communicated with, which homes need extra attention and you are the one that can put eyes on a home when guests are having issues. We rely on you to balance those priorities and kick into action with your organization skills to manage the workload
A bit of a maintenance mind - as an extension of your owners, you will need to be able to troubleshoot issues that come up in your homes and either repair them (if minor) or make recommendations to your owners

119

Client Operations Manager Resume Examples & Samples

Previous experience working within an onboarding/client service group
>5 years of demonstrable related work experience within an Investment Management organisation preferably within an operations or service environment
Graduate with related degree (preferably in a Finance, Economics or an Engineering related subject)
An understanding of investment concepts and the ability to communicate a working knowledge of investment process and products within the onboarding process
Customer Service orientation, with a proven ability to work with clients/customers in difficult situations
Analytical nature; problem solving/troubleshooting skills. Metrics and procedure focused individual with keen eye for detail
Solid relationship building skills
Demonstrate ability to guide organization and influence change

120

TTS Client Operations CSO Resume Examples & Samples

Telephonic customer service in the financial services industry where emphasis was placed on product knowledge and resolution of varied problems
Commercial banking experience (1.5-2 years)
Computer experience (MS Windows, Excel, Access, Word)
Understanding of the legal/audit requirements inherent to the job
Corporate banking products
High level of English (reading, writing, speaking)
Problem solving, time management & analytical skills
Keen appetite for acquiring further knowledge of the customer services environment and the products on offer
Advance level English and Hebrew language knowledge
University degree in related field (business, econ, finance)

121

Client Operations Associate Resume Examples & Samples

Conscientious, for example, in seeing issues to a thorough conclusion and to the satisfaction of all parties
Customer focused
Excellent communication skills and the ability to interact with colleagues at all levels
Prioritisation and time management skills
Problem solving through initiative and tenacity

122

Client Operations Associate Resume Examples & Samples

Work with clients, Global Agency Desks and LD Ops to manage expiry process front to back
Monitor contracts up to and through expiry
Monitor position breaks against the exchanges/clearing houses to accurately process expiry
Liaise with stakeholders to resolve any discrepancies
Process trading platform setups
Monitor breaks mails and resolve issues from previous days business
Experience in futures markets preferred but not essential
Ability to build relationships with counterparts at other clearing firms and with ISG clients
Eye for detail
Meet multiple, conflicting priorities
Microsoft Excel ? advanced preferred but not essential
Knowledge of MS firm proprietary systems, LIBRA, Vista, MARS, Various Trading Systems

123

North Hub Client Operations Head Resume Examples & Samples

Deep understanding of business of TTS Client Operations in a Latin America environment
Lead, develop and implement a regional Governance Communication Model with the countries under its supervision and Lead the Interactions with the Regional Senior Management
Lead his structure engaging the Local Senior Management to exchange the best practices across the Latam Region to improve processes, aiming on a robust control environment and productivity savings
Reengineering and centralization of processes to improve Cash and Trade Operations footprint in those countries as per Regional and Global Transformation processes designed to improve the TTS Client Operation Business as per changing environments, strategies and policies
Lead, manage and control financials, taxonomy, HCs and productivity initiatives
Lead, manage and control technology projects, support on any requirement from the Regional TTS organization, aiming to achieve the Technology End Stage
Increased client experience (both internal and external)
Strong partnerships developed with Regional and in-country O&T, Product, Relationship Management and Ops Controls
Lead and implement strong “Client Retention” activities as per current organizational announcements and client uncertainty in advance and proactively
Create the best work environment, objectives, performance and career path of the over 160 full time employees
Reach best in class Voice if the Client results
Manage the Corporate branches and Office at Work structure aligned with the divestiture strategy
Ensure to have the right operating controls and obtain satisfactory results from internal and external audits
Define the best client segmentation service and operating models to ensure Customer satisfaction at all levels
Manage the interaction with the technology department and internal vendors to ensure the business has the right infrastructure to support clients
Manage the internal and external marketing communication, client events and trainings
Work closely with TTS business and Relationship management teams to improve the overall client experience
Serve as escalation point for internal and external clients
Create the best work environment, objectives, performance and career path of the over 110 full time employees
Day to Day governance over all vendors supporting the TTS Client Ops team in operations and service

124

Senior Client Operations Specialist Resume Examples & Samples

Serve as the liaison to collaborate and coordinate between all of the different departments that support our clients to meet ongoing business and project requirements. This includes Vendors, Clinical, Professional Networks, Provider Services, Call Centers, Finance, Legal, Auditors, Reporting team, Compliance and external parties
Manage the implementation of new products or lines of business as well as ensure expansion opportunities (i.e., new plans / groups) are incorporated into existing book of business
Facilitate the resolution of any issues, enhancements or process changes that arise during the course of day to day operations
Host and document (via agendas and minutes) all cross-departmental and organizational meetings as required to support the ongoing business and project requirements
Manage project plans, user acceptance testing, document requirements and supporting documentation
Proactively meet with health plan personnel and determine current and future business and regulatory needs
Review the contract to ensure we maintain contract compliance
Perform annual desk audits to ensure all of our clients supporting documentation is up to date (provider manuals, QRGs, plan summaries, org charts, etc.)
Coordinate all reporting needs for each assigned client
Work through any encounter file issues impacting clients; coordinating meeting with NEMIS, Provider Services and Scion to work issues through to resolution
Identify process improvement and cost savings opportunities when appropriate
Partner with the Clinical Department to ensure there is support (and provide benefit detail as needed) in support of Member Fair Hearings and provider complaint requests
Facilitate Ad Hoc requests (i.e., claim projects / research, eligibility research, utilization, network issues, reports, output verification, etc.) for completion in a timely manner
Support clinical initiative (i.e., HEDIS, ER Diversion, ECC, Dental Home) project work as needed
5+ years healthcare insurance experience
5+ business analysis experience with demonstrated ability to gather undefined or unclear requirements utilizing strong probing skills (this is not a financial analysis role, financial analyst need not apply)
Professional communication and presentation skills
Ability to organize and prioritize multiple items as necessary
Must possess a strong sense of ownership to meet multiple deadlines and execute on deliverables
Flexibility to take on ad hoc projects and ensure completeness
Familiarity with FACETS systems and processes
A solid understanding of ADA codes and general dental terminology
Experience with dental insurance

125

Senior Associate, Client Operations Resume Examples & Samples

Assist the Operations manager with processing monthly billing as well as budget reporting
Assist the Operations Director with miscellaneous operations tasks and projects
Oversee all travel & expense budgets for quality control
Pull and compile data on a monthly as well as on needed basis
Provides system support and access control for MediaTools and MBOX
Minimum of 1 year experience in operations and/or finance, preferably in a media agency or advertising agency
Understands and can meet deadlines
Able to multi-task and take on a variety of projects
Strong math and analytical skills
Advanced MS Office skills (MS Word, Excel, PowerPoint)
Demonstrated critical thinking and problem solving abilities

126

Client Operations Specialist Resume Examples & Samples

Product/Process Knowledge: Cash Management product knowledge and process knowledge, Proficiency in the standard tools and applications required to support the product
Fully understand and implement Citi’s values: Responsibility to our clients, to each other and to our franchise
Experience Required: Bachelor’s degree or equivalent experience preferred
Technical Experience: Proficient knowledge of service applications, Proficient in all Microsoft applications

127

Client Operations Manager Resume Examples & Samples

Manage client operations and assist the Client Management team by creating a triage for operational issues affecting client performance
Help manage the testing and implementation processes for new product and feature launches
Build both data-driven and operational focused collateral to pitch successful programs and products to our clients
Support KPI definition and reporting to internal/external users
Work closely with Logistics, Distribution and Customs Compliance teams to help optimize operational offerings to our merchant partners
Assist with the development of new products to ensure that they are developed in line with the needs of our clients
Drive efforts to improve cross-function customer satisfaction scores
Develop strong understanding of company processes, procedures, and areas to improve
5+ years’ work experience in retail, ecommerce, operations and logistics, technology and project management. Retail and ecommerce experience is essential
Familiarity/Comfort of working in a matrixed environment
Possess a high level of initiative with ability to handle demanding situations & deadlines

128

Client Operations Specialist Resume Examples & Samples

Bachelors degree highly preferred
Excellent interpersonal skills which includes strong communication/networking skills to interact with both internal/external parties
Strong negotiation, reasoning and problem solving skills
Listed Derivatives Product Knowledge
5 years Operations experience, preferably in customer service

129

Prime Client Operations Resume Examples & Samples

You will become the point of contact to our external Prime Brokerage clients and to the business teams respective to all Asset Servicing needs
You will handle query management, break resolution, entitlement inquiries and chasing for elections
You will be the voice of customer facilitation and be responsible for the maintenance of the relationships
You will help measure and evaluate client work drivers and scorecard activities targeting efficiency
You will offer training assistance to clients around CS tools and online capabilities
You will assist with recommending and documenting operational improvements
You will participate in and prepare for client visits, roundtables, and various strategic working groups

130

Head of Client Operations Usrb Operations Resume Examples & Samples

Define and execute on the Contact Center strategy for digital transformation, including promoting self-servicing through better capabilities and customer awareness, elimination of “regrettable volume”, and shifting the team culture into a digital first mindset
Define and execute on best-in-class servicing strategy – informed by the Global Consumer Bank’s digital transformation objectives and the US Retail Bank’s customer segmentation strategy
Develop and achieve budget targets – in balance with digital and customer experience goals
Champion innovation and ‘failing fast’ for rapid learning & improvement, including challenging traditional operating models and assumptions
Ensure compliance with all relevant laws, regulations, and policies. Foster a proactive control culture with a focus on self-identifying control issues and ensuring timely resolution of identified issues
Recruit and nurture forward compatible talent across all levels and functions – promoting curiosity, collaboration, adaptability, courage, and determination
This position may be located in Florence, KY or San Antonio, TX. Other US locations may be considered if willing to travel – primarily domestic with some international
~50% travel required if located outside of major domestic footprint. ~35% travel required if located inside of major domestic footprint
Minimum 10 + years of operations leadership experience in a complex, multi-site environment
Financial Services experience desired, but not required
Pragmatic visionary who can fluently translate business objectives into executable strategy
High execution quotient in a highly matrixed, geographically disbursed, highly-regulated, and consensus-driven environment
Strong comfort with ambiguity, rapid change and appropriately assessing risk/reward trade-offs to drive positive change
Experience in driving digital transformation and innovation in operations
Adept at financial and general data analysis for gaining insight and driving business action/decisions
Cross-functional background highly desired, providing ability to think ‘front to back’ and work effectively with various front-office and support partners
Compelling communicator (written and oral) across a wide variety of audiences and organizational levels
Passion for attracting and nurturing diverse talent that can help drive business transformation
Experience in leading large, diverse teams across multiple geographies, strongly preferred

131

Client Operations Change The Bank NY Team Lead Resume Examples & Samples

Manage project team members directly or in-directly reporting to him/her
Initiate discussion with senior stakeholders in Ops and IT if a project risk or obstacle is identified which can jeopardize the timely implementation of the projects
Take part in the team related administration (progress updates, budget monitoring, hiring, etc.)
Oversee work of consultants and manage relationship with the vendor
Act as project manager, own the assigned projects, initiate and coordinate the necessary changes until timely resolution
Provide regular project status updates to the stakeholders and the senior change management, identify and escalate project risks
Collect, assess and document business requirements, complete the necessary analysis of product data, recommend implementation priorities and advise clients on solution alternatives, benefits and costs
Coordinate sign off on requirements
Create project plan, record delivery milestones in agreement with the IT partners, establish project governance and structure for larger scale change initiatives
Collaborate with technology in designing the best solution and monitor implementation
Prepare test plan and user acceptance test cases, coordinates user testing with all the impacted stakeholders
Hold demo sessions and train the users on the newly developed systems and tools before handing it over to the Run-The-Bank Operations team
Notify end users of scheduled changes as well as production issues
Understand a Software Development Life Cycle (SDLC) and the AGILE approach and how it is applied in the daily change management
Bachelors degree required
Excellent communication skills, both verbal and written to communicate with global users
Strong customer/client relationship skills
Solid experience in Project Management
Proven success in managing project teams
Quickly digest new information and learn new businesses and processes
Appropriately prioritize tasks according to criticality
Perform cost/benefit analysis and communicate value proposition
Effectively manage individuals in other divisions
Question accepted wisdom and challenge the experts
Think strategically and provide insight into how to improve existing business and technology processes
Deal with ambiguity and decipher business unit lingo
Analyze requirements and determine testing mechanisms
Strong Product knowledge on one or more of the covered products (e.g. Listed Derivatives, OTC Cleared Derivatives, Bilateral Credit Derivatives, Prime Brokerage and Cash Equity products)
Understanding of current market trends and major regulatory changes (MiFID II, 871 (m), etc.)
Awareness of the exchange and CCP landscape, specifically in the Americas

132

Client Operations Specialist Resume Examples & Samples

Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system)
Provide system reporting or analytics to the Client Manager, operations, and management upon request
Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience preferred
Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word, and Excel. Internet navigation required
Ability to work in a sales partnership setting, where the workflow is determined by incoming requests required
Superior organizational skills, independent judgment, and functional arithmetic skills

133

Global Client Operations Specialist Resume Examples & Samples

Manage brand/client engagement for day-to-day publication of NBCU content to secondary distribution platforms/clients
Lead the operational rigor across the entire digital supply chain from inbound content delivery to NBCU facilities to outbound deliveries to multiplatform partners
Creating work orders & maintaining scheduling grids
Managing metrics, tracking and reconciliation of deliveries to all distribution platforms
Generation and maintenance of standard operating procedures and trainings to ensure success of our 24/7 support team
Minimum 2 year experience in the technology or media industry, with a proven track record in successful project management with cross-functional teams demonstrating superb planning and organizational skills
Experience interacting with clients, such as programming, post houses and producers
Bachelor’s degree in Broadcast Technologies, Mass Communications, Engineering or equivalent experience required
Detail-oriented, clear thinking and adept at multi-tasking
Must be willing and able to work on any shift including, overnights, swing, or weekend as needed

134

Client Operations Readiness Lead Resume Examples & Samples

Bachelor’s Degree or equivalent experience
Strong Project Management / Organizational Skills
Ability to Manage and Deliver Multiple Concurrent Projects
Flexibility to adjust and deliver against changing priorities
Excellent Written, Verbal and Interpersonal Skills
Ethical Standards and Integrity
Industry and Product Knowledge
Analytical Thinker / Continuous Process Improvement
Both Strategic and Tactical Thinker
Demonstrated Leadership, Motivation, and Influence Skills
Regulatory and Compliance Awareness and Concern
Strong PC Skills and ability to learn and analyze impact of new systems

135

Prime Derivatives Client Operations Resume Examples & Samples

Acting as the single point of contact for clients for all queries related to the client’s clearing activity
Collaborating effectively across products, teams and business areas to deliver the business lines services preposition and to ensure the query is acted upon by the appropriate team
Maintaining a high level of customer service at all times via phone and email and ensuring that the client is continually updated on the status of all enquiries with written follow up in all cases
Gaining an in-depth understanding of clients trading flow and find opportunities to deliver and implement STP solutions to clients
Improving the clients use of Credit Suisse systems or infrastructure where appropriate, providing training on tool usage, selling STP capabilities, etc
Identifying process improvement opportunities for the clients (team wide application) and implementing them to allow more efficient use of resources and to improve clients experience
Ensuring that processes and services offered to clients are in line with Credit Suisse and industry control regulations
Preparing comprehensively for client visits: prepare agenda, service review, metrics and update on action items. Producing of call reports following the visit
Assisting clients with any regulatory queries, being aware of processing deadlines and regulatory responsibilities
Identifying and understanding risk items and raising them appropriately
Maintaining and setting up of client accounts, ensuring all parameters and the relevant static are correctly setup
Supervising the margin call flow of clients ensuring risk is handled and escalated appropriately
Resolving trade break and investigating of any position breaks notified by the Client or Internal Credit Suisse teams
Verifying that all necessary corrections have been made according to agreed resolution, ensuring that original query is fully resolved
Understanding the mechanics of deliveries, exercise/assignment processes and resolve any issues/disputes as appropriate
Managing clients’ exposure through expiry periods to cover risk inherent to the Derivatives business
Overseeing the management of setting up and amending clients clearing and execution commissions including Third Party Brokerage rates if this service has been offered to a client

136

Client Operations Analyst Resume Examples & Samples

Will be responsible for the process of E2E Fees and Contributions
Responsible for the 6-country process of Emerging Markets LatAm
Responsible for requesting quotes and costs to the areas involved for each initiative
Work on the interpretation of applications from the look of the commercial area
Be responsible for the follow-up of each costing, closing of the process, assembly and submission of the proposal

137

Client Operations Specialist Resume Examples & Samples

Receive and assign Emergency Work Orders - 10 hpw
Conduct Site Assessments - 10 hpw
Coordinate Security Officer scheduling - 5 hpw
Establish and maintain lines of communication with client, account managers and security officers - 5 hpw
Monitor incident reports, site and E-Hub inspections - 5 hpw
Coordinate road supervisor schedule/site inspections with client area manager – 5 hpw
Constant use of both hands and arms in reaching/handling/grasping/fingering while using phone, notepad, writing reports, and other administrative tasks
Constant use of eyes (correctable vision to normal level required) to observe, read, interact with public and co-workers, view security monitors; includes hand/eye coordination
At least 21 years of age
Must be able to obtain a valid Guard License as required in the state for which you are applying
As a condition of employment, employee must successfully complete a background investigation and a post-offer/pre-employment drug/alcohol test and may be required to pass Driver’s Record check
As a condition of continued employment, employee must maintain current active status of all required License at all times, and must carry the license at all times while on duty
Must display exceptional customer service and communication skills
Remain flexible to ever changing environments; adapt well to different situations
Intermediate computer skills to utilize innovative, wireless technology at client specific sites
Ability to maintain satisfactory attendance and punctuality standard
Ability to provide quality customer service
Ability to handle both common and crisis situations at the client site, calmly and efficiently
Must be able to handle pressure of working with high volume general public (constantly to occasionally depending on assignment)

138

Manager for Client Operations Resume Examples & Samples

Will manage 4 - 5 direct reports
High School Diploma / GED (or higher)
4+ years of healthcare insurance experience
4+ years of business analysis experience with demonstrated ability to gather undefined or unclear requirements utilizing strong probing skills
2+ of work experience with PC based software programs and automated database management systems with the ability to learn new complex systems
2+ years of creating complex project plans involving multi-functional areas
1+ years of experience in implementation management
2+ years of experience working with Microsoft Excel (pivot tables, macros, formulas)
1+ years of experience Relational databases using Microsoft Access to analyze and compare data
3+ years of management or leadership experience
Bachelor’s Degree (or higher)
Experience working with Microsoft PowerPoint (creating slide decks)
Familiarity with Facets systems and processes
Solid understanding of ADA codes and general dental terminology
Supervisory or Management experience
ISET, Business Objects (Crystal Reports)

139

Western Europe TTS Client Operations Biso Resume Examples & Samples

Assists in the definition and implementation of IS standards at the business level to ensure that procedures and practices comply with Citi standards
Exercise oversight to the IS program within the business, including programs, policies, and related reporting
Enforces compliance; demonstrates extensive understanding of IS standards and best practices across multiple disciplines
Provide general IS consulting services including interpretation and/or clarification
Collaborates to create Risk Exceptions (REs), and Corrective Action Plans (CAPs) in the appropriate tools
Helps security incident response teams resolve and close the investigation of incidents with proactive suggestions
Performs IS awareness and training activities, including IS education of new employees. Ensures IS awareness materials are distributed per CISS requirements. Monitors / tracks IS training per CISS requirements
Monitors vulnerability assessments and ethical hacks, ensuring that issues are addressed as required by local regulation and Citi policy
Extensive years of experience in IS and IS programs including, but not limited to, Audit Reviews, Risk Assessment, Awareness and Training, Identity Access and Management, Data Protection, Incident Management, Vulnerability Assessment
Technology background or interaction
Knowledge of key government regulations and local laws
Other Risk Management activities should be as Sector or business IS SME or some risk management role
Consultative / advisory skills
Some problem solving skills
Some influence / conflict resolution skills
Some project management and program management skills
Able to interpret and apply policies, standards and procedures
Strong risk analysis and problem solving skills
Understanding of the IS risks that are inherent to a business
Working knowledge of the technology aspects of security
Program management skills
Strong customer service and problem solving skills

140

Team Manager, Client Operations Data Resume Examples & Samples

You are passionate about client services and client satisfaction & have a knack for effective problem solving
Detail oriented and the ability to prioritize issues for appropriate escalation
Ability to create a positive and dynamic team atmosphere; while motivating others
Ability to influence at all levels of management both internally and externally

141

Senior Client Operations Specialist Resume Examples & Samples

Serve as the liaison to collaborate and coordinate between all of the different departments that support our clients to meet ongoing business and project requirements; this includes Vendors, Clinical, Professional Networks, Provider Services, Call Centers, Finance, Legal, Auditors, Reporting team, Compliance and external parties
Manage the implementation of new products or lines of business as well as ensure expansion opportunities (i.e., new plans/groups) are incorporated into existing book of business
Facilitate Ad Hoc requests (i.e., claim projects/ research, eligibility research, utilization, network issues, reports, output verification, etc.) for completion in a timely manner
Intermediate level of proficiency with Microsoft Office Suite (Excel, Word, PowerPoint)

142

Manager, Private Client Operations Resume Examples & Samples

Drive Relationship Manager (RMs) efficiency by handling all operations support functions on a wide range of customer issues, directly supporting RMs and assisting their customers with account questions, issues and escalations
Partners with management and intervenes where appropriate to mitigate risk. Focuses on identifying opportunities to create efficiencies on issues affecting the team’s operations
Acts as secondary reviewer for oversight to ensure the team is operating within E*TRADE’s Policies & Procedures and adhering to all other financial services regulatory requirements
Reviews branch reporting of credits, disbursements, 401K rollovers, and Inbound Calls to ensure Policy & Procedure requirements are met
Makes recommendations for the further development and revision of E*TRADE FINANCIAL’s policies and procedures based on the needs of our changing business environment, knowledge of regulatory requirements and a strong understanding of current policy and procedure
Work with Private Client Management and RMs in order to achieve satisfactory audit ratings
Coordinates all workflow and staff activities in support of team’s operational needs
Assist with all TOA rejects and other issues – (ACAT, non-ACAT, mutual fund, etc..)
Research and Resolve promotions / marketing issues
New account / application CIP Restrictions and NIGO
Interacts with internal cross-functional partners to resolve client issues and escalations (Research and Resolution, Operations and Retirement and Tax)
Partner with Operations to drive Efficiencies

143

Client Operations Associate Resume Examples & Samples

Previous experience in a client service role
Good all round knowledge of investment bank processes and operating structure
Experience in resolving and escalating risk issues

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