Client Relations Manager Resume Samples

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S Weimann

Seth

Weimann

8974 Alexanne Groves

Phoenix

+1 (555) 694 7508

8974 Alexanne Groves

Phoenix

Phone

p +1 (555) 694 7508

Experience Experience

Phoenix, AZ

Client Relations Manager

Phoenix, AZ

Wiza Inc

Phoenix, AZ

Client Relations Manager

Responsible for management functions such as hiring, performance reviews, compensation recommendations, coaching, performance management
Proactively pursues professional development activities (e.g., reviewing professional publications, establishing personal networks)
To drive business development and relationship management primarily for financial institutions
Identifies areas where continuous improvement can be applied, oversees the implementation of the change and measures the level of improvement
Works closely with client publishers and shared assistant to help produce effective sales materials and prepare for seasonal sales meetings
Works with team, leadership, and marketing manager on marketing initiatives such as inclusion in eblasts and social media outreach
Identifies areas where continuous improvement can be applied, implements the change and measures the level of improvement

Dallas, TX

Client Relations Manager, Redi

Dallas, TX

Gulgowski, Wiegand and Graham

Dallas, TX

Client Relations Manager, Redi

Proactively manage customer issues and act as a partner to clients with their full trade workflow
Accept additional projects or areas of responsibility to improve performance
Deliver key projects to improve customer service. Proactively contribute ideas to the Management Team
Assist Relationship Management and Sales teams with client training
Assist Onboarding team to ensure smooth client integrations and go-lives
Work with the team to reduce the volume and time of outstanding service requests
Provide front-line support for the global, cross-asset REDI EMS

present

Phoenix, AZ

Client Relations Manager Senior

Phoenix, AZ

Wuckert, Kilback and Hauck

present

Phoenix, AZ

Client Relations Manager Senior

present

As primary liaison, is reponsible for escalation, effective oversight of client projects and implementations, execution of account plan activities, building of relationships with client contacts and management and coordination of the client loyalty process
Responsible for client satisfaction, maintaining client communication, overall management of the relationship and client retention activities
Answers customer inquiries, primarily over the telephone, e-mail or facsimile
Develops strong working relationships with assigned clients and FIS resources
Serves as primary point of contact for external clients and various departments/divisions to resolve outstanding issues, comply with customer requests and respond to client inquiries
Provides support in research and resolution of problems and inquiries
May prepare monthly and quarterly departmental reports

Education Education

Bachelor’s Degree in Business

Northern Illinois University

Bachelor’s Degree in Business

Skills Skills

Microsoft Office skills
Advanced: Excel, Word, & Access
Intermediate: PowerPoint, Visio &Project
Excellent communication skills; both oral and written
Establish and maintain excellent working relationships with persons contacted in the course of performing assigned duties
Ability to manage multiple tasks and strict deadlines
Excellent attention to detail
Strong organizational skills
Ability to manage to established time frames and schedules
Ability to work independently

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Client Relations Manager Resume Examples & Samples

Manage/complete ongoing and ad-hoc complex client requests
Research/resolve complex issues
Review legal agreements and Sub-Advised disclosures
Lead/participate in various projects
Bachelors degree or equivalent experience is required
5 years experience in Investment Management Industry required
5 years experience in custodial, fund administration and operations a plus
3 years Trust Administration preferred but not required
Minimum 5 years sales support, or client services required
Previous Financial Services experience
Exceptional quality level of Client/Customer Service
Possess exceptional understanding of the following Investment Vehicles - Insurance, Institutional, and Retail
Advanced: Excel, Word, & Access
Intermediate: PowerPoint, Visio &Project
Excellent communication skills; both oral and written
Establish and maintain excellent working relationships with persons contacted in the course of performing assigned duties
Ability to manage multiple tasks and strict deadlines
Ability to manage to established time frames and schedules
Ability to maintain and teach a positive, “can do” attitude
Ability to manage internal & external client expectations in a professional and proficient manner

Client Relations Manager, Optimus Foundation Resume Examples & Samples

Prepare and review sales presentations (including data collection, PPT development)
Respond to Client Advisor requests for information
Manage donor reporting schedule and donor engagement activities
Provide regular updates on activities
Support the development and implementation of annual leveraged-giving fundraising campaign and ad hoc campaigns on demand
Organize events and roadshows across nation
Maintain donor database by inputting prospect profile and updates and analyzing and reporting
Report sales results by preparing and forwarding donation tracking reports
Other marketing and client development tasks as needed

Client Relations Manager, Artist Services Resume Examples & Samples

Maintain a highly visible and positive presence for Ticketmaster in Nashville
Pitch, implement and execute large-scale projects on behalf of touring artists
Lead deal making and execution in conjunction with our ops team through complex projects
Help identify growth opportunities
Shepherd and be responsible for overall client satisfaction and project profitability
Self-starter, with a bias toward action and strong networking skills
Demonstrated ability to manage cross-departmental projects, for teams working towards the same goal
Passion for music, Internet savvy
Ability to inspire and lead teams comprised of cross-functional skill sets
Proficient in PowerPoint, Word and Excel

Senior Client Relations Manager Resume Examples & Samples

Fostering dialogue with consultants about solutions-based investing. Not merely getting strategies rated, but being able to have deeper conversations about partnering to problem-solve for plan sponsors. Serves as primary contact for consultants
Full coverage of consulting firms primarily headquartered in the West, including a well-defined strategic plan for each key strategy at each key firm, and measurement of success relative to that plan
Delivering timely and appropriate communications to the consultant community
Ensuring that a “best practices” approach is implemented and executed
Fostering positive and productive interaction with investment teams for a mutually beneficial outcome
Fostering positive and productive interaction with the institutional sales teams to discover and exploit new business opportunities
Bachelors degree in Business
Have solid distribution experience, including a role with significant exposure to the U.S. consultant community.

Client Relations Manager Resume Examples & Samples

Liaison: Manager will serve as liaison between senior management and the service managers to effectively align department strategy with the strategic plans of the business units served, utilizing department meetings, staff work plans, and other strategies as needed
Special Projects: Manager will work with senior management, other operations areas, IS and the business units on tactical and strategic projects to meet the needs of the business units
Leadership: The manager will provide leadership to department staff both on a strategic and day-to-day level. This should be accomplished by providing the department staff with information, listening to them consistently, leading by example, and by empowering and supporting them in their daily work
Representing the company: The manager will serve as “ambassador” and represent RBC Wealth Management and Operations to our external and internal clients, ensuring that the firm, operations and the department are held in high regard
Manage Risk: The manager will, in all aspects of the role, make decisions and provide direction with appropriate consideration given to risk to the company (financial, reputational, and regulatory)

Senior Client Relations Manager Resume Examples & Samples

Develop and manage ongoing institutional banking and investment service client relationships
Lead cross-sell strategies for existing client portfolios; marshalling sales and product management experts as needed. Strategies are ultimately expected to lead to consistent year over year growth in client revenue
Manage client set-up and conversion activities (legal, operational, technical)
Assists in the preparation of UMB senior executives for meetings with information regarding client & the relationship when needed
Assist the sales team to produce product collateral material for new prospects
Assist sales force in closing opportunities by providing subject-matter expertise and creative solutions to client need
Must be able to exhibit a poised, professional & polished demeanor in meetings (that will likely include senior executives)
Demonstrates proficiency in Microsoft Office (Word, Excel (or comparable packages), Access, PowerPoint
Demonstrates strategic thinking, ability to synthesize information and effectively communicate the relevant details to the respective audience, both verbally and in written form (high articulacy)

Client Relations Manager Resume Examples & Samples

This is a senior position which requires the individual to work independently, making sound decisions based on client knowledge and industry experience. Review with the Senior Manager as required
The Client Relations Manager must have a thorough knowledge and understanding of Franklin Templeton’s products and the Sales team’s clients. Knowledge of the primary investment vehicles - Insurance, Retail, and Institutional is required
It is preferred that the individual possess a thorough knowledge of all operational components both internal and external, and have the ability to oversee the on-boarding and redemption-in-kind process
It is also preferred that the individual have a thorough working knowledge, insight and understanding of the Compliance, Legal and tax components of the various investment vehicles in order to successfully support and meet our clients’ complex requirements
The individual must have the presence to be client facing and host/participate in client meetings
Manage/complete ongoing and ad-hoc complex client requests; including monthly/quarterly deliverables
Review accounts and deliverables ensuring that the profile and on-going support of the client is updated as required
Manage the on-boarding of new Sub-advised and Institutional accounts; this includes reviewing agreements and compliance requirements. Manage the redemptions-in-kind/portfolio closures for Sub-advised, Retail and Institutional accounts
Manage/participate in client meetings at various Franklin Templeton offices or via telephone or video conference
Bachelors’ degree or equivalent experience is required
5 years of experience in Investment Management Industry required
3 years Trust Administration preferred
Series 7 required (can be acquired within 3 months on the job)
Financial Services experience preferably with Franklin Templeton Investments
10/15% travel may be required to other Franklin Templeton offices, client sites, or conferences

Associate Client Relations Manager Resume Examples & Samples

Maintains consistent contact to ensure the client is informed of all aspects of their business
Establish and facilitate weekly/monthly/quarterly calls to review current volume, anticipated volume increases, service levels, process changes, new or on-going service issues and service successes
Request items for discussion and deliver documented agenda a day prior to scheduled call
Maintain documentation that outlines the client’s organization, interaction history and customized process changes; modifications, enhancements and/or deletions
May travel to client locations as requested and accompany Sales and Operations when needed
Meet with client associates for a firsthand look at their daily operation and document any variances in process. Review those differences with Operations and Sales; updating the written Workflow accordingly
Identify potential needs or process improvements that might enhance the client experience and improve overall performance
Report Review
Identifies and schedules reports that track all aspects of client business
Create an Action Plan to document recurring or unresolved service issues for each individual client. Review internally with Operations updating weekly. Follow-up on late and/or incomplete items
Document any written or verbal concerns shared by a borrower/customer on a Complaint Log and provide in a report as requested by the client (the frequency may vary)
Demonstrated ability to effectively manage priorities as well as effective time management
Strong knowledge of MS Office applications and title/escrow related software to create/update documents and spreadsheets containing formulas and formatting
Knowledge of required tools to query and manipulate data in varying file formats
Ability to speak effectively before groups of Clients or employees of organization
Strong Client service skills
Tenacity for solving detailed issues
Self-disciplined
Good judgment
In-depth understanding of company requirements
Typically requires a minimum of 3 years related industry experience

Client Relations Manager Resume Examples & Samples

Works to maintain and grow the client relationship while ensuring ongoing customer service. Identifies new business opportunities and coordinates with appropriate sales personnel for opportunities of new FIS products or services
Participates in client loyalty process by participating in follow-up discussions and developing action plans to address any negative comments
May monitors call queues, call volume, and other metrics. Analyzes results and analyzes trends. Ensures the volume of work produced meets product/service standards and exceeds quality standards
May work at an FIS or a client location
Other related duties assigned as needed
Proven knowledge to represent the enterprise‘s entire range of products to the client and of the industry
Excellent negotiation and presentation skills that ensure contract renewals, a track record of product and revenue growth, and high levels of customer satisfaction
Displays strong leadership qualities, decision making abilities, and strong business judgment
Ability to work both independently and in a team environment

Client Relations Manager Resume Examples & Samples

Work closely with the Regional Sales Directors to implement new clients
Facilitate periodic program reviews with clients (monthly, quarterly and / or annually)
Provide expertise and superior customer service support to customers
Anticipate client needs and educational requirements in order to set appropriate expectations
Identify and resolves operational problems in a timely manner using defined processes, expertise and judgment
Assist in the investigation of claim and/or customer service issues as identified and communicate resolution to customers
Work closely with the Regional Sales Directors to secure and solidify client relationships
Proactively reach out to the clients throughout the year to continually strengthen the relationship and identify opportunities
Present services and program review for clients in a large and small group setting
Own all aspects of the renewals working with Underwriting, Claims, Legal, Marketing, IT, and the Regional Sales Directors
Maintain accurate account information in customer data base
Provides training to internal team members to understand the client’s specific needs
Provide expertise and customer service support to members, customers, and/or providers
Investigate claim and / or customer service issues as identified and communicate resolution to customers
Build strong relationships with existing clients
Seek new business opportunities with existing clients through a consultative approach
Renewal persistency
Uses pertinent data and facts to identify and solve a range of problems within area of expertise
Ensure Client Satisfaction
Drive Resolution of Issues for Clients
Develop / Manage Relationships with Applicable Stakeholders
Drive Business Growth
Provide Consulting / Advice on Client Services / Solutions
Undergraduate Degree or Equivalent Work Experience
2+ Years of Direct Account Management Experience
3+ Years of Managing Broker Relationships
3+ Year of Insurance Experience
Excellent Interpersonal, Communication and Relationship Building Skills
Excellent Organizational Skills
Accident & Health Producer License
Must be able to work well independently as well as within a team
Insurance industry experience
Experience working in the Travel Assistance Industry
SalesForce.com Experience

Client Relations Manager Resume Examples & Samples

Learns and maintains an understanding of WK CS financial services solutions, customers, and the industry as a whole by participating in formal/informal training sessions and self-directed learning; maintaining a knowledge of all processes, systems and applications utilized within the department (e.g., prescribed sales processes, CRM database); developing and maintaining an extensive knowledge WK CS product offerings (e.g., features, benefits, pricing, intended use, value proposition); learning how products and solutions fit into client processes and contribute to their business performance; assessing product/service strengths and weaknesses relative to the competition; developing and maintaining knowledge of regulatory compliance for financial institutions, current regulatory requirements and pending regulations/legislation, and their potential impact on the institution; keeping abreast of industry standards, methodologies, technologies and best practices; and collaborating with peers and management to continuously improve
Develops and maintains a sales process for contacting customers to achieve monthly sales objectives by proactively and reactively placing calls and sending e-mails to current customers for retention and sales purposes; receiving and responding to inbound call inquiries on products and services; managing e-mail and voicemail to ensure prompt response to internal and external customers; seeking contact with decision makers and key client personnel; documenting client data in the CRM database (e.g., contact information, customer needs); and maintaining timely and accurate records of all calling activities in the CRM database
Provides support for customer questions or concerns by responding to customer issues and inquiries (e.g., billing, technical, renewal and retention of existing subscriptions and services) in a professional manner; delegating issues in a timely manner; escalating issues in accordance with established guidelines; acting as an interface between the customer and internal teams throughout issue resolution; and maintaining/ reviewing timely and accurate records of all customer support activities in the CRM database. They should know the 360 view of the customer
Identifies and reacts to sales opportunities by developing an understanding of customer business needs and challenges; leveraging knowledge of software and integrated solutions to identify and develop cross-sell/up-sell opportunities; sending correspondence and product information to prospects on behalf of internal requests; helping to advance larger, more complex sales opportunities to the sales staff ; partnering with sales to increase penetration and total sales for all opportunities; and maintaining timely and accurate records of all sales activities in the CRM database
Participates in organizational activities to meet or exceed company objectives by applying knowledge from background area of expertise to special projects that will help drive profitability and growth; participating in thought provoking, strategic discussions with departmental leadership and sales staff; sharing analytical, quantitative, and conceptual insights to enhance the organization; identifying opportunities to collaborate across divisions/territories and/or leverage partnerships; collaborating with peers to develop and advance company-wide initiatives and strategies; participating in team and department meetings; attending National Sales Meetings; and serving as a role model within the organization
Represents Wolters Kluwer within the industry by developing and maintaining comprehensive knowledge of Wolters Kluwer products, industry trends and general business and financial acumen through various sources and initiatives; communicating in a professional, compelling, and articulate manner of speech, writing and formal presentation; behaving in ways that demonstrate corporate core values and culture; developing professional and positive relationships with customers and colleagues; and maintaining a reputation of competence, integrity and professionalism
OTHER DUTIES
Proactively pursues professional development activities (e.g., reviewing professional publications, establishing personal networks)
Manages time and company resources appropriately
Performs other duties as requested by the Manager
2-4 years of successful inside sales or retention experience, including
Learning extensive industry and product knowledge
Performing outbound telephone sales
Capturing and recording key prospect data
Conveying value proposition to prospective clients
Troubleshooting and resolving basic customer issues
Listening and influencing business decisions
Meeting or exceeding key performance measurements
Collaborating across internal teams (e.g., Sales, Marketing, Support)
Demonstrating excellent written and verbal communication
Utilizing the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Utilizing Customer Relationship Management software (e.g., SAP CRM)
Working in the Financial Services Industry (e.g., Banking, Credit Union, Mortgage)
Working for a company providing software based solutions

Client Relations Manager Resume Examples & Samples

Serves as primary point of contact for external clients and various departments/divisions to resolve outstanding issues, comply with customer requests, and respond to client inquiries
Responsible for tracking and coordinating the resolution of customer concerns raised during installation, operation, maintenance or product application or compatibility matters
Responsible for client satisfaction, maintaining client communication, the overall management of the client relationship, and client retention activities
Reviews invoices, conducts periodic billing reviews, ensures credits, write-offs and payments are properly applied, works with assigned clients, managing director/relationship manager or billing team to resolve billing
Provides oversight on commitment requests including setting up commitment in system, participating in project kickoffs to ensure understanding of project expectations and scope, ensures proper resources are assigned, monitors target dates and ensures billing is accurate and on time

Client Relations Manager Medical Billing Resume Examples & Samples

Conduct regular status meetings with clients
Prepare status reports and document issues, action items, client initiatives, and status of projects
Conduct month-end financial and operations review with clients
Act as a liaison between clients and Quadax production and technical staff
Manage issues to achieve mutual resolution
Monitor and report client satisfaction with service performance and escalate issues as appropriate
Respond to ad hoc client requests such as reports on demand
Prepare analysis and periodic reporting on service components for clients
Manage client-related projects
Document requests for new reports, configuration updates, and software enhancements
Provide support for prospective client sales
Direct new client implementation and training
Four-year degree in Business, Healthcare Administration, Information Technology, or other related field. Advanced degree a plus
Experience in client relationship management
Proficient in Microsoft Excel, Word, PowerPoint, and Visio
Process analysis experience, ideally using Visio
Ability to establish priorities, proceed with objectives, and work independently
Working knowledge of healthcare billing and reimbursement, government payer, and managed care industry a plus
Experience with medical accounts receivable management and medical billing software a plus

Client Relations Manager Resume Examples & Samples

Knowledge of the mission, organization structure, function and operational policies and procedures of the DFHV, the Mayor’s established and accepted city-wide service standards, and practices require; as well as the concepts, principles and methods, rules, regulations and requirements for the provision of compliance and program review services and other Federal compliance legislation as it related to DFHV
Thorough knowledge of the principles, methods, policies, procedures and programs for DFHV to effectively carry out a variety of technical support tasks
Thorough knowledge and ability in applying analytical and evaluative methods and techniques to issues or studies concerning the efficiency and effectiveness of DFHV programs performed by administrative and/or professional DFHV personnel. Thorough knowledge and ability in applying analytical and evaluative methods and techniques in the analysis of administrative support functions
Expert knowledge of administrative and management principles, concepts, practices and techniques sufficient to enable the incumbent to recommend and devise proposed administrative policies; to maintain or improve the office procedures; to advise and install procedures and office practices affecting the agency
Expert management skills and experience in planning, organizing, directing and controlling a comprehensive customer base program review system
Expert oral and written communication skills as required to effectively communicate, coordinate, mediate customer concerns and issues; and to formulate and present reports, analyze data, explain and interpret factual information, and recommend solutions to existing problems
Expert knowledge of analytical and evaluative methods to conduct data analysis using both manual and automated databases
Knowledge of Salesforce CRM or Client Relationship Management database systems is a requirement
Expert in effectively communicating both verbally and in writing to all levels of staff and management, as well as vendors and clients
Expert knowledge and ability in analyzing data using statistical methods
High level of proficiency in Excel and Word with an aptitude for learning other computer programs. including databases

National Client Relations Manager Resume Examples & Samples

Bachelor's degree with 5+ years client service and/or claims management experience –OR– High School degree/GED with 10+ years client service and/or claims management experience
3+ years supervisory experience
P&C License
Significant experience leading and managing teams (preferably in a matrix environment) with an operational service delivery or shared services environment

Client Relations Manager Resume Examples & Samples

Works on complex projects of large scope
Work reviewed for purpose of meeting objectives
Own client relationship and will act as the escalation point for all programs services, projects and operational performance issues. Develops lasting relationships that foster client ties
Interacts with clients and project sponsors, stakeholders and various project members to ensure that specified business needs are met; assists in the post-implementation analysis to ensure that requirements are fulfilled
Analyzes program processes and makes recommendations for improving efficiency, resulting in expense reduction both internally and for external clients
Resolves and/or escalates issues in a timely fashion
Builds a knowledge base of each client's business, organization and objectives
Bachelor's degree preferred or equivalent experience
A minimum of 3 years of progressive client management experience is required, preferably within the pharmaceutical and healthcare industry
Superior communication skills to clearly communicate issues and resolutions in both a written and spoken format
Demonstrated project management ability
Experience with Microsoft Office products including Word, PowerPoint, and Excel
Successful Candidate must have proven client relationship, time management, and communication skills
Ability to travel 25% of time

Client Relations Manager Resume Examples & Samples

Always exhibit a professional, friendly and courteous demeanor in all dealings with guests, Management and other Sales and Marketing Team Members
Use knowledge of contract information, Club program rules ®ulations and the Hilton loyalty programs to recommend membership options to individuals in accordance with their ownership goals
Track contract status reports on a weekly basis to manage individual and team monthly quota
Manage pending contracts, contracts in suspense, aging reports and deeding open issues
Provide support and advice to owners regarding the product and services associated with ownership and club membership.Supervise owner journey experience initiatives, such as Elevated Rewards memberships for anti-rescission purposes
Submit First Day Incentive exceptions to management as customer service recovery efforts
Support functions: collaborate with Sales Team in owner follow-up fulfillment and communications. Supporting Team Manager in creating collateral, including materials for product knowledge training purposes with Sales
Exhibit commitment and dedication to our Spirit of Service culture which is an expected behavior to be displayed towards our guests and Team Members at all times
3 or more years of customer service and/or guest experience
2 or more years working with a Sales team
Ability to communicate clearly and distinctly with clients. Must have excellent communication skills, both written and verbal
Strong project management and problem solving skills, ability to multi-task in a fast paced environment
Must be computer savvy with experience using Microsoft Office
Ability to obtain notary license for Washington DC
Able to work a flexible schedule to include weekends and most major holidays
Bachelor’s degree in Hospitality Management/Business Administration
Prior experience with real estate, title and deeding, legal contract work
Timeshare/Vacation Ownership experience a plus
Local candidates preferred

Academic Client Relations Manager Resume Examples & Samples

Serves as liaison between assigned client publishers and the Ingram organization across departments including sales, marketing, finance, and all operational service areas
Develops and maintains profitable and successful relationships with Ingram Academic Services client publishers
Develops client-specific agenda and objectives; prepares appropriate reports; discusses client’s current/year-to-date business; communicates changes in policy/procedure, explains benefits and requirements; discusses any issues and concerns; and commits to a follow-up plan
Works closely with client publishers and shared assistant to help produce effective sales materials and prepare for seasonal sales meetings
Helps develop print projections for frontlist titles and track progress of orders against projections
Works with Director and Academic Marketing Manager on marketing initiatives such as academic conferences, direct response vehicles, website promotions, and catalogs
Provides guidance on print and eContent merchandising opportunities
Operates as the expert for all things pertaining to assigned clients
Coordinates and/or provides basic training on all systems to clients as needed

Client Relations Manager Resume Examples & Samples

Identify strategic client partnership opportunities for credit and non-credit programs by analyzing potential benefits of partnerships
Develop presentations showcasing the benefits offered, arranging terms in conjunction with the University stakeholders, and signing long-term profitable relationships for the Campus
Identify and build a strong pipeline of new client and projects through direct or indirect client contact and prospecting
Develop, sign, and manage strategic client partnerships with businesses and other organizations
Work with Directors to get resources in the company including building programs for external clients with academics, relating needs and expectations to technology, and working with marketing to create collateral
Work with Admissions and Academics departments at the local and national level to set expectations and ensure that all client leads are processed properly and efficiently
Implement a customized, individualized approach to serving KU graduates with their job search and professionalism skill attainment
Create and maintain a strong relationship with the Academic Deans/Program Chairs for each program of study that is supported
Utilize Career Services related tools to support graduates and make them more proficient in their job searches and professional abilities
Create, maintain and develop employer relationships offering value-added services that assist the employers with market needs
Contribute to the creation/implementation of employer surveys, graduate surveys, response rates and reporting results
Assist in creation of collateral materials in the Career Services department for students, employers and other departments within Kaplan University
Bachelor’s Degree (BS/BA)
2+ years' of experience in institutional sales, business development, sales management, staffing agency/recruiting, coaching, marketing or similar
Demonstrate ability to resolve complex problems
Possess strong leadership and strategic skills
Possess strong analytical skills
Demonstrate management presence
Demonstrate ability to merge marketing and sales ideas with the realities of the academic products and regulatory environment
Demonstrate strong communication skills, both oral and written
Corporate Training and/or Higher Ed experience strongly preferred

Client Relations Manager Resume Examples & Samples

Demonstrate excellent verbal and written communication and interpersonal skills
Manage multiple tasks and assignments and demonstrate strong organizational skills
Demonstrate proficiency in Micro Soft Word, Excel and Database programs
Maintain a professional appearance and attitude
Must be able to work flexible hours and days, including holidays and weekends, meeting the attendance standards required by the company
Ability to obtain Notary License
Ability to obtain timeshare or real estate license

Client Relations Manager Resume Examples & Samples

At least 2 years of Sales experience
Must be able to communicate clearly and distinctly with new owners. Must have excellent communication skills, both verbal and written
Must be computer savvy and have experience using Microsoft Office
Must possess the ability to obtain your notary license
Bachelor’s degree in Hospitality Management/Business Administration or related experience preferred

Client Relations Manager Resume Examples & Samples

Develop and maintain an in-depth knowledge of Topgolf’s Corporate Sponsorships business model, as well as the company’s overall operational strategy and vision
Responsible for managing and executing sponsorship contracts while maintaining relationships with each client as assigned
Act as liaison between designated corporate partners, internal departments of Topgolf, as well as each Topgolf facility in order to fulfill contractual assets
Draft Activation Plans and maintain thorough communication with Home Office and venues regarding partner deliverables and activation
Assist with managing corporate sponsorship inventory, such as signage, in-venue branding, promotions, digital/media, and hospitality
Create and update proposals and contracts for the department
Prepare recaps that detail and summarize sponsorship execution, including photograph and data compilation and analysis
Assist with managing budgets and track expenses for assigned sponsorship agreements
Other duties and projects as assigned by the Director of Global Sponsorships
Degree in Sports Administration, Marketing, Communications or a related field of study
Experience in sponsorships with proven successful track record
Experience with Salesforce/KORE or another CRM tool
Outstanding written and verbal communication skills with ability to communicate effectively at all levels, both internally and externally
Goal-oriented and problem solver with ability to recommend and develop action plans
Ability to manage multiple projects simultaneously with great attention to detail across multiple clients and projects
Demonstrate flexibility and quickly adapt to changes while maintaining productivity and effectiveness under pressure
Ability to work well within a team environment, offering assistance and support to colleagues whenever necessary
Excellent knowledge of Microsoft Office including Excel, PowerPoint and Word

Client Relations Manager, Redi Resume Examples & Samples

Provide front-line support for the global, cross-asset REDI EMS
Drive analysis and resolution of client issues and inquiries
Identify opportunities for increased product and platform usage
Assist Onboarding team to ensure smooth client integrations and go-lives
Assist Relationship Management and Sales teams with client training
Contribute to the sale, application and evolution of our products and services
Maintain up to date product/service knowledge and drive internal education efforts
Bachelor’s Degree required; FINRA, SFC, MAS or JSDA registration a plus
Prior experience supporting or selling listed equities, options and/or futures trading solutions
Experience servicing hedge fund, asset manager and broker dealer traders; middle & back office a plus
Strong understanding of electronic trading implementation and use, and competing solutions
Deep domain knowledge of equities, options and futures strategies and their application
Familiarity with listed market microstructure (APAC & globally) and trading-related regulations
Ability to deliver accurate and timely results under pressure and as directed
Excellent communication skills and ability to work with teams, partners and clients in all regions

Client Relations Manager Senior Resume Examples & Samples

As primary liaison, is reponsible for escalation, effective oversight of client projects and implementations, execution of account plan activities, building of relationships with client contacts and management and coordination of the client loyalty process
Responsible for client satisfaction, maintaining client communication, overall management of the relationship and client retention activities
Keeps abreast of new products/services and changes to existing products/services
Identifies additional opportunities to provide more products, services or other resources to customer and refers to managing director/relationship manager
Manages the service component of the client relationship
Flexibility, versatility, dependability
Some flexibility of hours is required

Client Relations Manager Resume Examples & Samples

Bachelor’s degree in health, marketing or business related field is required (Master’s degree preferred)
3 years of client management or relations is required (5 preferred)
Experience in the healthcare, pharmaceutical or health plan industry is strongly preferred
Experience with MS Office is strongly preferred
2 years of supervisory experience is preferred
Must possess exceptional interpersonal communication skills (verbal and written)
Must live within a commutable distance of Sharon Hill, PA
Minimal travel is required for training, client visits, etc. (<25%)

Client Relations Manager Resume Examples & Samples

Ensure each escalation is handled as a moment of truth
Refers complex complaints to ensure a complete investigation takes into account varying perspectives and understand risks (legal, compliance, reputational)
Implementation and ongoing oversight of Operational best practices/process such as Client Advocacy guiding principles and gift card inventory
Engages the appropriate level of management depending on size, scope of the problem and resolution
Track all escalations to enable trending
Provide regular reporting on all escalation activity and learnings
Conduct root cause analysis on each case to identify continuous improvement ideas
Manage budget specific to service recovery costs
Responsible for management functions such as hiring, performance reviews, compensation recommendations, coaching, performance management
Active member of the Client Advocacy Working Group, representing Investment Fund Operations

Client Relations Manager Resume Examples & Samples

1 year related work experience
Strong working knowledge of potential clients and the insurance brokerage business
Professional designation such as CIC, CEBS, CPCU, or ARM

Client Relations Manager Resume Examples & Samples

Broad knowledge of Merchant Acquiring and related services; in-depth knowledge of products and services for which team(s) provide support
Has profit and loss responsibilities
Leads teams in the delivery of outsourced solutions to the strategic client. Selects, develops and evaluates personnel to ensure efficient operation of the function
Identifies areas where continuous improvement can be applied, implements the change and measures the level of improvement

Client Relations Manager Resume Examples & Samples

Learn and maintain an understanding of WK CS financial services solutions, customers, and the industry as a whole by participating in formal/informal training sessions and self-directed learning
Maintain a knowledge of all processes, systems and applications utilized within the department (e.g., prescribed sales processes, CRM database)
Learn and understand how products and solutions fit into client processes and contribute to their business performance
Provide support for customer questions or concerns by responding to customer issues and inquiries (e.g., billing, technical, renewal and retention of existing subscriptions and services) in a professional manner; delegating issues in a timely manner; escalating issues in accordance with established guidelines
Act as an interface between the customer and internal teams throughout issue resolution; and maintaining/ reviewing timely and accurate records of all customer support activities in the CRM database
Identify and react to sales opportunities by developing an understanding of customer business needs and challenges; leveraging knowledge of software and integrated solutions to identify and develop cross-sell/up-sell opportunities
Participate in organizational activities to meet or exceed company objectives by applying knowledge from background area of expertise to special projects that will help drive profitability and growth
A minimum of 2 years of experience in an Inside Sales or Retention Specialist role experience
Bachelor’s Degree in Business, Marketing, Finance or related discipline
Experience working in the Financial Services Industry (e.g., Banking, Credit Union, Mortgage)
Ability to listen and influence business decisions
History of meeting or exceeding key performance measurements
Able to collaborate across internal teams (e.g., Sales, Marketing, Support)

Mri-client Relations Manager Resume Examples & Samples

Serve as an expert on all aspects of GfK MRI products, including data interpretation, analysis, and software to clients and colleagues
Provide day-to-day client support, including answering questions related to survey methodology, interpretation, and analysis
Articulate findings and solutions from the data in a concise and easy-to-understand manner, both to clients and colleagues
Introduce and instruct clients on how to use GfK MRI data software applications, including MEMRI, and be able to troubleshoot solutions
Find insights and stories in data, and apply to client and sales presentations
Turn data into visually compelling stories for sales presentations and client reports
Work effectively, both independently and as part of a team
Have a thorough understanding of all of GfK MRI’s products and data applications, including: Survey of the American Consumer, MAM, Starch, Issue Specific, Teenmark, American Kids Study, Market by Market, Consumer Insights surveys, MEMRI, and the Smartsystem

Client Relations Manager Resume Examples & Samples

Manage all relationship aspects of pre-close activities, triggered by the acceptance of the “Letter of Intent”, through financial close and servicing conversions
Partner with key functional areas (such as Legal, Finance, IT, HR, etc.) to support a successful close and ongoing relationship
Manage post-close client management activities, including client reporting, scheduled and adhoc performance meetings, reporting, minutes, action items and escalated issues, and surveillance requests and responses
Formalize and manage communication protocols and performance tracking processes
Leverage client relationships to seek growth opportunities for future “value added” partnerships
Establish effective internal and client service review and evaluation processes to ensure ongoing mutually productive relationships continue and client needs are met as conditions change
Provide due diligence support as needed
Build a strong network of industry and government contacts to keep current on trends and comparative data
Hold monthly Client calls to explain portfolio developments, summary performance statistics, and respond to all questions
Work closely with clients by presenting reporting and analytics
5 – 7 years of client management background in Mortgage Banking or other Financial Services industries experience required
BA/BS degree preferred, or combination of experience and education in Mortgage Loan Servicing
Strong industry knowledge and ability to articulate well the Company “value added” position compared to other servicers
Marketing and client relationship skills to balance client needs and operational cost of service objectives
Sound communication and analytical skills to drive communication and performance metrics throughout the reporting structure
Exceptional organizational skills with strong attention to detail, follow-through and ability to use analysis to drive decisions
Critical thinking and problem solving skills
Proactive, collaborative work style and can-do attitude
Flexible and able to adapt to changing priorities and deadlines imposed by rapid business growth, including the ability to multi-task and juggle many competing priorities and deadlines

Business Development Client Relations Manager Resume Examples & Samples

The candidate will be responsible for enhancing and developing the key client relationship we have at the global, regional and local level by working on the following programs
Have the unique ability to communicate effectively and purposefully with clients, as well as attorney members within the various client teams and practice groups. Candidate must be a good-listener, as well as have strong analytical skills to convert feedback into positive change. The individual should also possess a strong business sense and understand what the client's requirements are from a commercial perspective in order to effectively run the business development department
The candidate should also possess strong leadership skills to manage various team members on all different projects. As a senior member of the team, this individual is expected to make decisions and manage and guide subordinates on an as-needed basis. They will step in as needed in the absence of the Chief/Director on occasion
Ability to acquire standard knowledge about certain PG’s/IFG’s, to be a continuous self-learner
Strong writing skills with a keen eye for proofreading
Proficient computer skills, including all MS Office software (especially PowerPoint) – other skills will be considered a plus
A native English speaker, Japanese language capabilities are preferred but not necessary
Be a self-starter and go-getter, proactive in their work efforts
A positive and cheerful attitude toward co-workers
Detail-oriented and good project management skills
Should be able to juggle multiple tasks on a daily basis

Client Relations Manager Resume Examples & Samples

To drive business development and relationship management primarily for financial institutions
Must be a self-starter and a good communicator who can co-work with relevant people and teams, such as investment, operations, legal and compliance teams
The successful candidate will have a deep understanding of clients and prospective clients and their needs. He/she should be able to recommend appropriate investment products and/or solutions
Around 10 years of experience in investment management and/or sales experience in the financial services industry
Strong knowledge of finance and capital markets (MBA/CMA/CFA is preferable)
Strong communication and interpersonal skills and ability to build relationships both internally and externally
Client-first mindset
High ethical standard/integrity
Open-mindedness
Partnership/teamwork spirit
Ability and desire to mentor junior staff members
English communication skills

Client Relations Manager Resume Examples & Samples

Building of relationships with client contacts and management and coordination of the client loyalty process
Answers customer inquiries, primarily over the telephone, e-mail and/or case management system
Coordinates with clients, relationship managers and other appropriate areas to ensure clients are properly serviced, paperwork is properly executed and all operational arrangements are in place to service assigned accounts

Client Relations Manager Resume Examples & Samples

Meet with existing and establish new clients within given territory; attend industry events including conventions and client conferences
Service existing and new clients by promoting company products, programs in order to meet the client’s needs
Monitor competition and marketplace changes by gathering industry intelligence on pricing, new products, etc
Maintain professional and technical knowledge by attending educational workshops; review professional publications; establish personal networks; participate in professional societies

Client Relations Manager, Redi Resume Examples & Samples

Proactively manage customer issues and act as a partner to clients with their full trade workflow
Deliver key projects to improve customer service. Proactively contribute ideas to the Management Team
Work with the team to reduce the volume and time of outstanding service requests
Seek to provide a memorable and positive customer experience
Exchange information and share knowledge with other team members to maximize knowledge and effectiveness of the Customer Support team as a whole
Accept additional projects or areas of responsibility to improve performance
Sound appreciation and knowledge of Thomson Reuters data and products, their use and applicability to the markets they are intended to serve
An ability to anticipate the impact of changes to systems and data services etc. on customers
Well developed problem-solving and decision-making skills
Excellent communication skills (verbal & written) and ability to work with teams, partners and clients in all regions
Practical understanding of performance measurement statistics and using them to drive high performance
Some knowledge of project management techniques
Exposure to HK buy-side market would be an advantage

Client Relations Manager / Home Health Resume Examples & Samples

Champions Almost Family’s mission/vision; projects a positive and professional image for Almost Family in the community; acts a strong role model for other Almost Family employees
Acts as a liaison between the agency/market and the referral source(s) regarding patient care issues and concerns. Reports any concerns to the Director
Maintains and secures all protected health information as required by HIPAA
Performs an ongoing market analysis to ensure a high level of customer satisfaction; contributes to the goal of providing exceptional customer service by demonstrating a willingness to ensure that the customer’s needs/expectations are always addressed to the fullest extent; identifies trends as to why Almost Family’s services are not meeting consumers’ needs or the needs of the professional referral community and reports information to the Director
Assists the Director in establishing targets and goals for development of all service lines in the market
Maintains records of the number of contacts, relevant discussions, results of visits conducted, and any needed follow-up. Reports any concerns to Director
Presents Almost Family’s programs and available services to civic and community professional groups, health care providers, discharge planners, case managers, trust officers, etc. as requested; provides appropriate guidance to staff regarding program processes
Monitors intake logs and communicates with branch location to ensure that all referrals have been responded to in a timely manner and services have been initiated where appropriate; participates with other agency/market managers in identifying needed follow-up or further education
Responsible for visiting clients and provides patient condition updates, or change of condition to appropriate agency staff
Meets with our VN partner on a regular basis (at least one time per month) to maintain communication flow and receive input and advice regarding Caretenders’ programs. Reports opportunities and/or concerns to the Director
Reports complaints/concerns to appropriate supervisory personnel in a timely manner. Participates in problem resolution as requested
Follows organizational policies and procedures regarding infection control
Anticipates staffing needs and is responsible for identifying and hiring appropriate employees for open positions
Communicates with Schedulers to identify hiring needs to reduce overtime and increase business
Interviews and completes Almost Family Hiring Process obtaining appropriate records for the HR file and updating as the state requires
Completes appropriate orientation
All other duties as Assigned by the Director
Home health or health care experience preferred
In-depth knowledge or the ability to gain an in-depth knowledge of home care regulations required
Ability to communicate effectively with patients, co-workers, and other health care professionals
Excellent organizational and communication skills

Client Relations Manager / Loan Processor Resume Examples & Samples

Serve as subject matter expert (SME) regarding Caliber's policies, procedures, and technology
Manages external business partners' status and internal business partners' multi-state pipeline
Serves as primary liaison between external/internal business partners and operations staff
Conducts daily review and follow-up with borrowers and vendors regarding outstanding items; gathers necessary documentation
Communicates to manager if unable to achieve a timeline or to resolve an error
Escalates any fraud files to Risk Management Leadership Team
Assists internal business partners with non-responsive clients and conflict resolution
Communicates to key stakeholders, including internal business partners and clients, on status/needs
Performs data entry to update all internal computer systems and loan files with notes regarding all actions that affect the loan process in accordance with company requirements
Reviews title reports, payoffs, appraisals, income documents, hazard insurance, and all supporting conditions for required standard compliance
Executes Review Approval Process
Coordinates scheduling of loan closings with internal business partner and closing agent
Attends regular pipelines meetings and system training updates
This position is considered a non-loan originator position, meaning participants may not engage in activities of a loan originator, including: communicating directly with borrowers about credit qualification or loan terms, which includes pricing concessions or other transaction-specific terms or conditions
High School Diploma or Equivalent Required; 4-year college degree preferred
Minimum three (3) years processing experience in high volume mortgage setting
Experience with DU, DO, and LP systems
Knowledge of FHA and FNMA policies and guidelines
Knowledge of mortgage loan processing, compliance, investor products, and underwriting guidelines
Working knowledge of various fraud tools

Client Relations Manager Resume Examples & Samples

To assist Head of Investment Trust Distribution in the promotion and marketing of the investment trust range
Identify new and cultivate existing buyers of investment companies, principally focusing on the regional offices of private client wealth managers, stockbrokers and be responsible for these relationships
Responsible for developing and maintaining own regional shareholder relations plan, ensuring investors receive an appropriate amount of face to face and digital contact
Be the primary point of contact for regional shareholders on the investment trust desk, ensuring an accurate record of contacts and their specific holdings and needs is maintained
Organise regional fund manager update meetings or conference calls in line with Client Relations Strategy
Work with Head of Investment Trust Distribution to develop a programme of Investment Strategy ‘teach-ins’ with large discretionary wealth managers, targeting the more recently qualified Investment Managers
When required, arrange and attend fund manager update presentations/meetings, at the major shareholders, principally in London, and engage with investors at appropriate opportunities
Deliver a high degree of service to all shareholders by way of prompt written and verbal responses to questions, due diligence questionnaires and RFP’s
Must be willing to travel to the regions of the UK, including Scotland, Northern Ireland as well as the major UK regional financial centres to visit the wealth management community
Proven experience of cultivating prospects and clients is required
Of responding to client requests and their requirements
Experience of working within Financial Services and/or specifically the investment company industry
Ideally the successful candidate will have a detailed understanding of the investment company range within the Specialist Funds department. Moving forwards there is an expectation to acquire a good knowledge of the relevant Investment Company peers
The role requires a good knowledge of the Company and the range of investment capabilities and products available for distribution in the UK
Educated to degree level (or equivalent), possibly with further investment or finance qualification