Client Relations Resume Samples

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J Kling

Joanie

Kling

811 Tremblay Tunnel

San Francisco

+1 (555) 974 1290

811 Tremblay Tunnel

San Francisco

Phone

p +1 (555) 974 1290

Experience Experience

New York, NY

Client Relations Coordinator

New York, NY

Langworth-Kassulke

New York, NY

Client Relations Coordinator

Maintain a highly visible and positive presence for Ticketmaster and its ticketing clients by attending shows, networking at industry events, etc
Process all outgoing mail and sort and distribute incoming mail
Assist in onboarding new customers as they transition to DST’s industry leading solutions
Assist in identifying opportunities for efficiency gains and helping develop solutions
Assist with budgeting, billing, and contract administration
Assist with the local advertising and branding efforts
Maintain strong vendor relationships with various marketing partners including ad agencies, technology partners and public relations firms

Phoenix, AZ

Client Relations Executive

Phoenix, AZ

Rath-Gleichner

Phoenix, AZ

Client Relations Executive

Serve as an acting backup to other leaders, providing leadership, guidance and direction to team members in the absence of the leader
Develop relationships with loyal customers to attract and close additional business (telemarketing for upcoming events)
Manage enquiries for events; provide requested information and follow-up in a timely manner
Participates in client loyalty process by participating in follow-up discussions and developing action plans to address any negative comments
Execute and analyse customer surveys and compile data together with the marketing team
Support the marketing team with project-related administrative work
Serve as a resource for other team members, based on a strong working knowledge of team's responsibilities and goals

present

Dallas, TX

Director, Client Relations

Dallas, TX

Quigley-Hills

present

Dallas, TX

Director, Client Relations

present

Manage team of European Engagement Managers in order to successfully maintain and grow existing accounts
Along with the delivery team, responsible for successful client transitions
Should manage drug safety/regulatory/clinical data management projects across all clients
Seek opportunities to increase project scope and revenue across all accounts
Track and report project metrics to the client and Synowledge senior management
Manage team of Engagement managers and oversee day-to-day operational aspects with off-shore Delivery teams
Manage regular and ad-hoc project and account review meetings, both internally and with Clients

Education Education

Bachelor’s Degree in Business

University of Washington

Bachelor’s Degree in Business

Skills Skills

Four+ years client and customer relations experience in a professional services environment
Strong interpersonal and networking skills regarding both external customer relations and internal collaboration
Experience with providing support and/or managing participation in meetings/events/ conferences
Effective management skills, including those around planning, organization, and problem identification and resolution
Exceptional oral and written communications skills
At this time, Dewberry will not sponsor a new applicant for work authorization
Dewberry is an Equal Opportunity/ Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity or sexual orientation

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15 Client Relations resume templates

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Client Relations Coordinator Resume Examples & Samples

Research and identify new management companies, agencies, and record labels
Prepare detailed company insight reports
Gather performance metrics of current tours and create easily reviewable documents
Maintain the client relations pipeline database
Assist other team members daily by coordinating meetings and travel
Gather logistical information from clients
Work with cross-functional groups, including, but not limited to, marketing, finance, event operations, legal, product teams, data teams, etc., to initiate and execute projects within the constraints of tight, and often fluid, time deadlines
Assist in generating and delivering internal and external reports to appropriate parties
Handle administrative departmental functions such as monthly reporting, and information gathering, as needed
Collect tour data for client summary reports and internal tracking to ensure consistent positive outcomes for Ticketmaster and its clients
Maintain a highly visible and positive presence for Ticketmaster and its ticketing clients by attending shows, networking at industry events, etc
Provide analysis of strategic positioning and helping to identify growth opportunities and threatsWho are we?
Must be proficient in Excel, Powerpoint, Word and Outlook
Must be able to think through, evaluate and solve problems logically and efficiently
Must have exceptional organizational skills and meticulous attention to detail
Must conduct all matters and communications in a professional and courteous manner as a representative of the company
Must be motivated with a positive, “Everything is possible” attitude
Must be a proactive problem solver, instilled with a sense of urgency for projects large and small
Good interpersonal skills, and ability to work effectively with a range of people and personalities
Internet Savvy with strong research skills
Exhibiting characteristics of integrity, honesty, discretion, loyalty and kindness to peers
An understanding of marketing (especially digital marketing) for music artists is a huge plus
Bachelor’s degree and 2+ years of music industry experience
Passion for music
Previous experience or internship at a music label, management company or talent agency preferred

VP, Client Relations Resume Examples & Samples

Serve as the lead point of contact in responding to investor inquiries and requests for clients in a sub-set of APAC countries: Specifically with regards to the management of inquiries, he/she will
Receive investor requests (either received from Marketing Reps or directly from investors)
Evaluate requests against established disclosure rules
Lead evaluated investor requests through resolution
Understand Oaktree’s products and operational structure to be able to draft responses to investor inquiries where appropriate (i.e., information is available through self-service mechanisms)
Where information is not readily available, coordinate with the appropriate internal resources (i.e., CS colleagues, PAR, Accounting, etc.) to respond to investor requests
Develop working relationships with operating functions at investor organizations; gain an understanding of how an investor operates in order to better service them; and
Assist in the preparation of client reviews and other client meetings through preparing agendas, meeting briefing packets, notices, and logistics
Oversee and provide guidance to team members in the regular “blocking and tackling” activities of their day-to-day duties, especially when direct (LA-based) supervisors are unavailable to assist
Establish and enforce performance guidelines and ensure the team’s adherence to the expectations of the Client Relations department globally
Coach, mentor, and develop staff – particularly his/her direct reports, including overseeing new employee onboarding and the application of best practices, and providing career development planning and opportunities
Interface with other departments (e.g., Legal, Compliance, APAC Marketing) to periodically gather feedback on the team, deliver and follow-up on feedback as needed
Serve as a local extension of the global Client Relations management team to help triage operational issues, client inquiries or any other such matters that can benefit from “on the ground” attention and problem-solving; and
Provide weekly oversight of the Client Relations APAC project and request volume to ensure deadlines and service expectations are met
The successful candidate will have outstanding initiative and be a self-starter
The candidate must have excellent management, interpersonal, written and verbal communication skills
He/she must be capable of explaining technical concepts clearly and simply to Marketing representatives and client personnel
High attention to detail and superior organizational skills; and
He/She will be team-oriented and collaborative and must possess strong integrity and professionalism
Minimum 10 years relevant experience working in the financial industry
Minimum 3 years experience managing both operations and personnel
Fluent written and verbal Korean language skills strongly preferred
Highly resourceful; ability to exercise superior judgment regarding investor requests: to interpret them, ask appropriate questions, do homework, and only expend internal resources of the firm for the most relevant, needed situations
Highly analytical with a talent for problem-solving and engineering effective processes
Ability to interact directly with clients. Strong communication skills (written and verbal); and
SFC Paper 1, or ability to acquire the license

Northern Europe Client Relations Ambassador Resume Examples & Samples

Develop internal relationships within Gucci to drive customer loyalty by partnering with sales associates/stores and core departments (merchandising and relational marketing)
Assist clients and sales associates with special client requests, including repairs, special orders, custom made-to-order pieces, product transfers or other
Be proactive in generating and supervising one-to-one appointments. Organize well-thought out and prepared client visits to stores within and outside the client’s home region
Client development by proactively recruiting and establishing partnerships for customer acquisition through local networking
Ensure accurate records of all top clients. Apply commercial acumen to support sales assistant/store managers in ongoing completion of qualitative information according to corporate mandated templates
Provide feedback on efficacy and usage of clienteling tools. Advise on adjustments to maximize results

Southern Europe Client Relations Ambassador Resume Examples & Samples

Support the store and events teams in developing creative and engaging concepts as well as in the execution of all client events, including in-store and brand experiences. Provide assistance in identifying invitees and ensure client follow-up, either personally or by providing an appropriate plan for sales associates
Share insights about local competitors’ activities with the Gucci team (across all departments)
Share best practices across stores and coach sales associates to improve client management
Continually find methods to optimize data and insights provided by regional Relational Marketing team to further engage and engender customer loyalty
Reinforce the CRM culture throughout stores and all colleague interactions, including the usage of clienteling tools as well as ideation of top client action plans, through KPI discussion and database maintenance

Client Relations Analyst Resume Examples & Samples

2-4 years client service, sales support or related experience in the Financial Services Industry institutional clientele, products, servicing needs, and information standards
2 years participating in moderate to large scale projects
Experience with client communications and reporting systems/packets
Franklin Templeton business insight
Knowledge of institutional business
Strong multi-tasking/project management skills
Strong client service skills
Strong attention to details and quality
Ability to prioritize workflow and coordinate work with others
Ability to maintain a professional image
Ability to interact and lead team members in a multi-site and cross-functional environment
Ability to communicate effectively with internal business partners with diverse areas of expertise (Portfolio Management, Portfolio Administration, Performance, Risk, FTT, Information Management, Client Services, Sales, Legal, Compliance, Settlements, etc.)
Excellent organizational and follow through skills
Ability to handle client contacts and work with minimal supervision

Tax Senior National Tax Fiduciary & Trust Tax Services Client Relations Contract Specialist Resume Examples & Samples

A bachelor's degree in business administration, accounting, or a related field and a minimum of 2-4 years of experience in a role supporting client relationships and contract management
Strong verbal and written communications and good client interaction skills
Proficiency in basic computer software applications, including Microsoft Word, Excel and company specific systems
General knowledge of tax preparation software applications is a plus

Managing Director, Client Relations Resume Examples & Samples

Bachelor’s degree in business, finance, or accounting
12-15 years of hedge fund experience
At least 10 years of experience in client relationship management
Monitor and communicate financial metrics to clients as appropriate, developing solutions and recommendations as necessary
Partner with account managers and client service officers to develop synergies and leverage experience and expertise to improve overall customer results
Coordinate cross divisional and cross site efforts as needed
Identify cross-sell opportunities through senior-level relationships and target appropriate individuals in client organizations to introduce product and sales specialists as needed
Negotiate client pricing and bundling to mitigate losses or low margins for business units
Identify opportunities for product development and evaluate new product proposals
Review and discuss relevant information with our clients’ senior team members on an ongoing basis using appropriate reporting mechanisms
Coordinate scheduled workshops and participate in relationship management team meetings

Senior Client Relations Analyst Resume Examples & Samples

Build and maintain professional working relationship with GCSS hubs globally and provide support to sales offices in Asia, US, EMEA and Australia
Collaborate with other business units to provide support on new account on-boarding, monthly/quarterly reporting and related servicing needs
Work closely with regional sales, sales support and relationship management to maintain and further develop relationships with institutional clients
Build relationships among business units to support a coherent, unified client support model
Administer post-sale report production on automated platforms, as well as create presentation materials manually for non-standard requests
Ensure timely delivery of high quality services to internal and external clients
Consult with other internal FTI partners to investigate client demands and determine best solutions to meet client expectations
Analyze and resolve account servicing/reporting issues
Maintain excellent business knowledge on customer needs, internal policies & procedures, as well as systems capabilities and constraints
Assist in creating best practices and maintaining regulatory compliance
Maintain production metrics, identify trends and recommend viable automation solutions
Assist in other ad hoc/assignments where assigned
Bachelor degree holder in a business-related subject
Minimum 4-5 years working experience in retail/institutional financial services. Familiar dealing with institutional clientele, products, serving needs and information standards
Proven relevant and high quality analytical experience
Previous exposure to global business environment dealing with clients/staff from diverse cultures/locations/business units and time zones highly preferred
Excellent written and verbal communication skills in Chinese and English. Fluency in Mandarin and other Asian languages desired
Track record of good communications skills with internal/external customers and using reporting systems/packets
Proven ability to analyze complex reporting issues and problem resolutions
Highly motivated, sales-oriented and able to work under minimal supervision with good common sense and judgment
Excellent organization and follow through skills
Able to multi task and manage projects within tight deadlines
Excellent working knowledge of MS Office tools: Excel, Word, PowerPoint, Adobe Acrobat and Exstream Dialogue book production via web-based user interface

Client Relations Analyst Resume Examples & Samples

Build and maintain professional working relationships to provide support for global distribution channels located in the assigned region
Serve as point of contact for sales, client services, clients, internal business partners (legal administration, compliance, portfolio administration, portfolio managers, etc.) and external constituents (custodians, transition managers, attorneys, etc.)
Provide middle/back office support relating to pre-sale, new client on-boarding, ongoing client servicing, and existing client transition activities
Provide Subject Matter Expertise (SME) knowledge and extensive problem resolution support for complex client/account resolution
Make recommendations and implement workflow efficiencies. Monitor, gather, analyze and report data and make recommendations on improving and maintaining client relationships as well as quality
Serve as a resource for department and enterprise wide initiatives/ projects of moderate and large scope and complexity through all phases of initiation, development and implementation, including any required process documentation and/or staff training
2-3 years client service, sales support or related experience in the Financial Services Industry institutional clientele, products, servicing needs, and information standards
Excellent knowledge of Microsoft Office applications (particularly Excel and PowerPoint) and Adobe
Strong multi-tasking/project management skills; client service skills and strong attention to details and quality
Ability to formulate and implement solutions with minimal guidance and structure
Excellent documentation skills to capture solutions / workflows as repeatable and defined processes
Involves analyzing problems, resolving problems, and impact of decisions

Client Relations Senior Associate Resume Examples & Samples

Manage the planning, internal/external communications and execution of client webcasts and conference calls, including quarterly macroeconomic updates and fund investor portfolio reviews
Manage the electronic delivery of Form ADV, privacy policies and other legal and compliance mailings to Guggenheim Investments’ institutional clients; manage the electronic consent process
In partnership with Corporate Marketing, manage the distribution of Guggenheim’s thought leadership publications to clients and prospects; establish tracking systems between CRM (Salesforce) and electronic delivery system (Silverpop); formalize client communications protocols
Plan strategy for and execution of ~40 annual conferences and ~20 client events for the Institutional Distribution team; evaluate and analyze potential participation in new conferences and events
Act as primary liaison for industry memberships
Lead the planning and implementation of Institutional Distribution’s participation in the Milken Institute Global Conference
Project management for Client Relations, including coordination of weekly calls; create and update policies and procedures for the team; manage client notifications inbox; coordinate ad hoc client-related activities including holiday gifts, cards, etc
Extremely well-organized with a meticulous attention to detail; strong organizational skills
Outstanding interpersonal skills with the ability to communicate in a professional, clear and amiable manner both verbally and in written communications
Motivated self-starter
Resourceful and proactive when seeking out information and fulfilling time-sensitive requests
Strong proficiency in Microsoft Office, particularly Excel and PowerPoint

Client Relations / Operations Assistant Resume Examples & Samples

2+ years of previous experience in the Financial Services industry
Strong understanding of basic IRA and Brokerage terminology
Previous experience with Client Relationship Management software
Microsoft Office/Suite proficient (Excel, etc.)

Administrator, Client Relations & Operations Resume Examples & Samples

At the direction of management, acts as key Technical Operations contact for Home Entertainment on a global basis. Participates in and/or leads operational calls with clients, addressing expansion plans, answers inquiries from internal/external clients, helps to resolve operational issues & rejections across parties
Manage day to day relationships with HE internal/external clients. Serve as key liaison understanding the business day to day, top priorities & requirements, i.e. tent pole/promotional releases & launches/initiatives
Support Director/Manager to drive client satisfaction by striving to build & strengthen relationships, measuring satisfaction via various methods ( e.g. surveys) in order to be indispensable to our clients
Provide HE teams with operational input on various inquiries re: release planning, Digital client capabilities & processes
Work cross-functionally with Tech Ops teams, vendors & internal/external clients to effectively track and/or execute deliverables for various projects related to HE launch/expansion initiatives & title releases

Administrative Assistant, Client Relations Resume Examples & Samples

Maintain complex calendars, schedule and coordinate client and internal meetings and conference calls and handle meeting materials and logistics
Provide Investors Committee support to Client Services for New York based representatives
Provide administrative support to Client Services Administrator on an as-needed basis
Input data to Client Relations Tracker for Client Services Administrator
Support Diligence Services Writers with Request for Proposal packaging and distribution
Receive and greet guests/clients accordingly
Assist in the delivery of on-boarding (scheduling and materials preparation) for new employees in the group
Assist in the design, preparation and posting of documents or other materials to the Oaktree intranet; serve as document naming convention expert for New York-based teams
Attend CSA and DS team meetings in order to provide optimum assistance and remain as informed as possible
Maintain the New York Client Relations file drive
Review, track and maintain documents related to the work and processes of the New York-based Client Relations teams; for example, preparation of team meeting agendas, materials and actions items
Coordinate with Los Angeles CR Admin team for team meetings, team member travel between offices, etc
Provide administrative support to Client Relations managers visiting the New York office as necessary (including Managing Director of CR)
Receive, screen, prioritize and route calls and mail to the appropriate personnel
Arrange and prepare travel arrangements/itineraries, as necessary
Perform other duties independently as needed, including receptionist duties, faxing, copying, mailing and ordering supplies; and
Under general direction of management, assist with coordination of department offsite meetings, special events etc
Outstanding initiative and a strong work ethic; candidate should be highly proactive and self-driven
Superior attention-to-detail and exceptional organizational skills
Ability to learn quickly, require minimal guidance and possess a desire to proactively offer and implement ideas for improvement
Responsible with a strong sense of dedication
Candidate must demonstrate strong interpersonal skills and the ability to quickly build credibility and gain confidence of individuals at all levels
Team oriented player on a global level within reasonable working hours
Ability to work well under pressure and with time constraints; and
Minimum 3 years relevant experience, preferably in financial services
Proven track record in maintaining discretion with confidential information
Capable of working under general direction with little supervision
Independent judgment to plan, prioritize and organize diversified workloads for self and others; and
Strong working knowledge of Microsoft Office applications including Excel, Word, PowerPoint, Access, Adobe and Outlook. Experience with Workshare, Sharepoint, Publisher or other creative software strongly preferred

Head Client Relations Resume Examples & Samples

Sales Management & Strategies
Business Operations
Undergraduate degree in business or related field
10+ years of experience in the insurance industry, with a sales focus
In-depth knowledge of insurance and financial concepts, including financial planning and financial understanding of insurance products
Networking (Expert)
Sales Management (Expert)
Communication skills (In-depth)
Organizational skills (In-depth)
Multi-tasking skills (expert)
Analytical skills (expert)
Business Development skills (expert)

Senior Manager, Client Relations Resume Examples & Samples

Responsible for the overall success of operation of the project and the ongoing working relationship with the client throughout the contract term
Serves as the Client’s main point of escalation executive contact with the company
Is the main and central contact for all project related communications other than routine service and support activities carried out by Support

Manager, International Client Relations Resume Examples & Samples

Lead on best practices, training efforts, and coordination of the efforts of a team of international ROW partners
Manage high profile relationships with distributed music and video clients, across a variety of genres in territories outside of North America and Western Europe (or as required)
Manage product logistics, ensuring content is delivered in a timely manner and to required specifications, using Orchard technology systems
Strategize and manage priority release campaign logistics from inception through to analysis, working with other internal departments as necessary
Drive product adoption of The Orchards tools and services across the client base
Liaise with local offices in international territories various departments (from finance and marketing to legal and management) to ensure all clients’ business needs are met
Answer a high volume of incoming emails and phone calls from clients, within 48 business hours of receipt
Multilingual, Spanish speaking candidates are strongly preferred
Position is client facing and relationship focused, requiring excellent communication skills and professional diplomacy. At least three years of client / customer service experienced required
Multilingual candidates are strongly preferred
Supreme attention to detail, multi-tasking, and follow-through skills required
Experience with digital music platforms and digital marketing strategy is required
Previous experience managing and guiding a team preferred
Music or media industry experience preferred
A self-driven problem solver and leader
Technologically savvy
Patient and empathetic with all clients
An effective communicator on phone, email, and in person
Resourceful and takes initiative - an expert troubleshooter
Passionate about music and media
Speaks multiple foreign languages

Client Relations Center Manager Resume Examples & Samples

Detail oriented with a friendly disposition and comfortable speaking to customers
2 years of project management experience and an understanding of basic sales techniques
2 years of managing a team required
1-2 years post-secondary education preferred
Proven job stability, with 1 year with past employer
Excellent computer skills in windows-based programs, Internet navigation and Microsoft tools

Senior Client Relations Advisor Resume Examples & Samples

Confirming all complaint cases are fully investigated and dealt with in line with Financial Ombudsman Service guidelines and the Client Relations Handbook
Clearly explaining the reasons for case decisions to internal/external clients
Keeping clear records of investigations and providing succinct executive summaries
A commitment to providing a high level of customer service at all times
The ability to influence and negotiate with colleagues in other areas of the business
The confidence to work as part of a team in a target-driven environment

Wealth Planning & Client Relations Resume Examples & Samples

A self-starter that is creative and proactive
Intelligent and have a good understanding of numbers and the financial industry
Positive and have an energetic attitude
Able to work in a fast-paced, dynamic environment
An excellent communicator
Able to deliver the highest level of service
Able to prioritize daily tasks and receive direction
Superior time management skills
Social media and website management

Client Relations Executive Resume Examples & Samples

Provide a high level of in- and out-bound customer service for customers and potential customers
Develop relationships with loyal customers to attract and close additional business (telemarketing for upcoming events)
Manage enquiries for events; provide requested information and follow-up in a timely manner
Handle conference registrations; liaise closely with the finance team
Produce the weekly report as well as regular analysis/reports upon request. The Client Relations Executive is responsible for providing the delegate marketing breakdown post event and assisting with analysis
Support the conference team at events (e.g. at the registration desk)
Execute and analyse customer surveys and compile data together with the marketing team
Support the marketing team with project-related administrative work
Prepare copy and send out pre- and post-conference communication to delegates
Maintain, process and update customer data on the iAudience and Salesforce database. This includes regular liaison with vendor account managers to ensure data is being handled correctly
Liaise with Finance re conference payments and other issues
Provide cover when the second CR executive is out of the office
University level education preferred
At least 1 year’s experience preferred in a customer service, membership or an events environment
Understanding of principals of good customer service delivery
Proficiency in Word, Excel, PowerPoint and customer database
Proficiency in written and spoken English

Client Relations Center Resume Examples & Samples

Manage customers through the sales cycle by calling, emailing and working directly with the sales staff
Supports the sales department by setting up appointments
Answer customer questions
At least 2 years of call center experience
At least 2 years of customer service experience, automotive experience preferred
Self-Starter with proven ability to seek out new ways to build opportunities for the dealership and customer satisfaction
Basic MS Office knowledge; computer software, internet proficiency and general mathematic skills

Director, Client Relations Industry Marketing Resume Examples & Samples

Develop and execute custom programs for sales team that build relationships with clients, drive brand awareness, create new leads and help close business
Develop and manage annual agency + client engagement plan. Must have experience with multitier plan development and tracking
Assess opportunities and activate sponsorship deliverables for industry/client events such as Cannes, Advertising Week, ANA, IAB, CES, and various others
VIP client activation at Tier 1 events – both advertising industry (as above) and CCM+E/iHeartRadio events (such as iHR Music Festival, Awards, Jingle Ball, etc.)
Agenda and content development for client events and keynote speaking engagements
Internal and external communications and materials inclusive of briefing documents, marketing recaps, client newsletters, invitations and branded promotional materials
Team project management of Tier 1 programs
Work with marketing team on industry awards submissions
Work with web dev team to update corporate website to include case studies, etc
Maintain knowledge of industry trends and best practices to enhance meeting and thought leadership quality
Manage aspects of event/meeting planning including: invitations, onsite execution, budget reconciliations, client gifts, project plans/check lists, post-event surveys, etc
Liaise with national events team on larger programs
At least 8 Years of relevant work experience in B2B Marketing, Communications and Event Activations within the Advertising field
Strong communication skills (written and verbal) as well as general interpersonal skills
Excellent project management, organization, multi-tasking and time management skills
Must be detail oriented and proactive
Ability to work well independently and collaboratively with a team
Proficient in Microsoft Office such as Word, Access, PowerPoint and Excel (intermediate level minimum); proficient in Excel formulas and database management
Must have experience with online web registration tools
Ability to stay calm, composed and professional under pressure and in a very fast paced environment
Flexibility on hours/travel
Work from NY office

Client Relations Coordinator Resume Examples & Samples

Research and identify new management companies, agencies, and record labels. Prepare detailed company insight reports
Collect and analyze tour data for client summary reports to ensure consistent positive outcomes for Ticketmaster’s clients
Manage client on-boarding for Ticketmaster’s artist reporting tools. Facilitate setting up accounts, providing tutorials, training documentation and fielding questions. Develop product adoption strategy with marketing team
Client pitch support – customize client presentations using PowerPoint. Research and provide key points for development of program one-sheets
Maintain client relations database in Salesforce. Run various reports as needed
Manage OnTour’s emerging artist programs by coordinating selection process with greater team. Execute set-up and maintenance of programs while serving as primary point of contact with artist representatives
Social media content – work with Client Relations and Marketing team to identify and create engaging social media posts for B2B channel based on weekly tour launches and artist content
Work with cross-functional groups, including, but not limited to, marketing, finance, event operations, legal, product teams, data teams, etc., to initiate and execute ah-hoc projects within the constraints of tight, and often fluid, time deadlines
Assist in generating and delivering internal and external reports to appropriate parties, including monthly reports to showcase department wins
Handle administrative departmental functions and information gathering, as needed
Various other similar tasks as they arise
Self-starter, with a bias toward action and execution
Must be proficient in Excel, Powerpoint, Word and Outlook. Salesforce experience a plus
Data analysis experience a plus
An understanding of marketing (especially digital and social media marketing) for music artists is a huge plus
Bachelor’s degree and 1 – 2+ years of music industry experience

Ontour Client Relations Intern Resume Examples & Samples

Develop quality assurance and attention to detail skills through review of public facing written and visual content and collateral
Collaborate with various Ticketmaster internal teams to help meet client goals, including: Tour Marketing, Event Operations, eCommerce, Finance
Assist the Client Relations team in outward industry communications, event planning, organizational tasks, and
Visualize and conceptualize marketing materials such as one-sheets, infographics, and video
Use Microsoft PowerPoint skills by assisting in design of product one-sheets and presentations
Use of Microsoft Excel skills by regularly updating/maintaining master metric documents and client database
Practice effective communication skills and problem solving, with both internal and external teams
Learn how to analyze and evaluate specific campaign performance through various reporting tools
Gain knowledge about the interworking of the music industry, and help identify potential business opportunities through research, reading daily trades, and participating in department meetings
Learn about Ticketmaster's OnTour division and how we partner with touring artists to meet their goals
Develop planning, organizational and time management skills through participation in OnTour team meetings, activities and special projects
Mustbe able to receive academic credit from his/her college or university prior to starting assignment
Local applicants only – position is located in Los Angeles, CA
High proficiency in MS Office, and Google
Graphic design and analytics skills a plus
Punctual and self-starter
Excellent written and verbal presentation and communication skills
Conducts him/herself in a professional manner at all times
Passion for music and live events

Manager, Client Relations Resume Examples & Samples

Strong knowledge of Xytech, Excel, Word and Oracle
Excellent verbal and verbal communication
Project management, budget and forecasting skills required

Manager, Client Relations & Policy Support Resume Examples & Samples

Leads communications with internal business teams, program clients, and other stakeholders on key areas under development
Is the liaison with multiple departments on contracts and escalated business and program issues
Collaborates with project teams and departments in development, implementation and application of program and business policies
Assists in the preparation of documents, presentations and business plans
Manages a variety of discrete and on-going projects that may involve coordination of multiple tasks and people, requiring a good deal of self-direction
Responds to inquiries about Evaluation Systems assessment services by phone, mail, or electronic means
Creates high quality written material
Maintains customer and business confidentiality
Bachelor’s Degree required, Masters preferred
Ability to set priorities, meet critical deadlines, and produce high-quality and accurate work under time constraints
Ability to plan and execute multiple projects simultaneously and adjust to shifting priorities
Ability to exercise good judgment in handling of confidential and/or proprietary information
Excellent written and verbal communication skills; experience with business contracts a plus
Prior experience with Business to Business communication
Excellent organizational skills and attention to accuracy and detail
Excellent interpersonal, collaborative and communication skills; demonstrated ability to establish positive working relationships at all levels of the organization. Ability to work effectively with cross-functional teams across multiple sites
Experience working in a professional environment

VP Client Relations Resume Examples & Samples

Manages local Account Executives with goal of meeting/exceeding station revenue, prospecting and new business targets
Oversees advertising sales activities in assigned market; is accountable for achieving/ exceeding targeted advertising sales revenues for the market and for controlling sales expenses
Drives results through others, manages team performance and holds team accountable against business metrics
Translates market and station business strategies into specific actions to generate sales and revenue
Directs sales activities and processes that generate new business and deepen existing relationships
Sets sales goals and guides subsequent goal-setting processes
Prepares budgets and revenue forecasts
Obtains, allocates and adjusts operations resources to achieve sales and service goals
Oversees management of available advertising inventory to drive most profitable sales
Meets with key accounts
Recruits, hires and ensures ongoing training and development of Account Executives
Goes on sales calls and conducts in-field coaching to develop Account Executives
May review and adjust sales territories, product mix targets and assigned call lists
May direct other functions such as marketing, advertising, production, traffic and sales operations
FRONT END SALE. Create go-to-market materials both physical and web based, help the teams develop category expertise (directly and through managing research efforts), help prospect new business, create more compelling proposals, and manage event sale efforts
BACK END SALE. Coordinate research and attribution, manage post sale delivery analytics, ensure client servicing is the best in the industry
SALES OPERATIONS TEAM MANAGER. Manage all aspects of both the national and local sales operations teams and coordinate their activities to ensure all orders, activations, and promotions are efficiently handled
AUTOMOTIVE EXPERT. Help guide our efforts specifically with Tier 2 auto where we have been historically challenged and she has a deep expertise
NEW PRODUCT DEVELOPMENT. Work with all teams to innovate, expand and improve our product offerings in the market
Strong understanding of broadcasting, marketing, promotion, and collection standards
Proven ability to grow new business and find new revenue opportunities
Excellent leadership and coaching ability; can successfully coach others in sales practices
Deep understanding of local markets, customers, and competitors in order to target needs and drive sales
Can create productive, long-term customer relationships
Adept as entrepreneurial self-starter
Excellent ability to organize, prioritize, and multi task
Can push self and others to achieve and excel in a fast-paced dynamic environment
Excellent business and people decision-making skills
Can model positive energy and handle stress in the face of challenges, deadlines and financial pressures
Excellent communication and influencing skills across multiple groups
3+ years’ experience as a Sales Manager in media industry with proven track record of success

Client Relations & Sales Manager Resume Examples & Samples

Determine which events are a good fit for specific clients, and reach out with personal invitations when appropriate
Monitor event RSVPs prior to each event - following up with clients when necessary
Work personally with clients during events/cultivate a rapport with each client
Drive sales through knowledge of current trends and each client’s individual tastes
Write up each client order to include every detail, customization and special request
Log, monitor and follow up with all clients on any and all issues relating to past, current and prospective orders
Always communicate and update clients on orders or requests proactively
Assist the Events Manager with set-up and break down of each event
Set-up and breakdown consists of: checking in/out samples, steaming garments, merchandising collections, proper packing of delicate samples, garment tagging and general cleaning
Set-up and breakdown will at times occur outside of normal business hours
Create and analyze attendance reports after each event
Create content for Suite1521.com’s “Style File” including: news on our designers, our co-founders, current trends, events and other happenings at SUITE 1521
Daily Instagramming to build SUITE 1521’s brand awareness
Monitor “customer care” email account and reply to each inquiry in a timely manner
First point of contact for all prospective designers
Very outgoing, personable and professional
Possess excellent communication skills and a strong ability to prioritize and multi-task under pressure
Highly organized, detail oriented, resourceful and flexible
Able to work in a fast-past demanding environment while maintaining composure
Working knowledge of Outlook/Excel/Word required. Photoshop and WordPress preferred

Client Relations Executive Resume Examples & Samples

Handle customer enquiries (e-mail and phone) for events; provide requested information and follow-up in a timely manner
Participate in revenue sales in order to achieve milestone
Proficiency in written English and good spoken both English and Cantonese (or Mandarin)

Client Relations Advisor Resume Examples & Samples

Calculating levels of redress or compensation and evaluating levels of goodwill payments as appropriate
Undertaking proactive diary management to ensure that complaint cases are progressed to resolution
Strong planning and organisational skills
A thorough understanding of the complaints lifecycle
Interview: If you’re successful at assessment we'll invite you to attend a face-to-face interview. We want you to be free to choose an interview time that suits you, so we'll provide some options and ask you to select your preferred timeslot via an online booking system

Manager, Client Relations Resume Examples & Samples

Manage relationships with distributed catalog label clients
Lead on the strategic growth and development of catalog clients, through leveraging our in house services, including marketing, advertising, retail sales, compilations, publishing administration, etc
Keep a keen eye on owned and operated repertoire, identifying opportunities for special projects and campaigns, and driving new catalog initiatives across departments with a focus on increasing revenue within the vertical
Manage digital (and physical where applicable) product logistics, ensuring content is delivered in a timely manner and to required specifications, using Orchard technology systems
Educate and drive best practices around digital strategy, digital retail, and drive product adoption of Orchard tools among your assigned catalog roster
Strategize and manage priority catalog and release campaign logistics from inception through to analysis, working with other internal departments and external campaign team members as necessary
Liaise with various departments, from finance and marketing to legal and management to ensure all clients’ business needs are met
Work with the Senior Director, Client Relations to set targets and deliverables for success around client growth, and campaign performance where applicable, ensuring each target is met successfully
Manage client data and outreach projects per the specifications and deadlines
4 + years experience within a label or distribution system managing catalog label relationships
Position is customer service and relationship focused, requiring excellent internal and external communication skills and professional diplomacy
Experience & knowledge of using content management systems and digital metadata across a variety of genres
High level knowledge of digital and physical retail outlets, product development timelines, and marketing opportunities
Experience with digital music platforms and streaming best practices
Excellent knowledge of the digital space, including music retail, analytics and social media, with an ability to adapt to a constantly changing landscape
Strong passion for and a deep knowledge of music

Manager of Client Relations & Product Management Resume Examples & Samples

Lead a 5-7 person team that includes software developers, project managers, business analysts, QA analysts and application support
Collaborate with clients and product owners to analyze, prioritize, and review requirements and specifications for new applications, enhancements to existing applications, and production support
Ensure successful delivery of and oversee all phases of development, from planning and design to deployment and ongoing maintenance
Develop project plans and timelines and work with HUIT management to schedule effort and report regularly on project status
Build a team culture that champions innovation, collaboration, openness and a focus on proactively meeting customer needs
Work collaboratively with the ATS/FAS management team to identify and prioritize system improvements, maintain alignment between business priorities, technology plans and technology standards and to manage conflicting requirements across different organizations
Manage staff development with clearly defined performance measurement goals and consistent feedback using the HUIT performance management process
Bachelor degree or equivalent experience required
8+ years of IT experience in software development, project management and client relations
8+ years of experience managing the delivery of technology solutions in a client centric organization
Proven ability to complete work in a timely manner and excellent organizational, written, interpersonal, and communications skills. communication skills
Demonstrated leadership, team management and client relationship skills
Experience working in a Higher Education environment
Experience leading in an agile development environment
Leadership style that supports teamwork, collaboration, communication and consensus building
Proven leadership skills and ability to develop and motivate self and others
Proven ability to work collaboratively and across boundaries to continually improve processes, products and services with a strong focus on quality and customer service
Demonstrated success in management of personnel and hiring, mentoring, counseling, performance reviews, professional development, workflow assignments, accountability and disciplinary actions for employees
Proven ability to effectively communicate and collaborate with people at all organizational levels
Ability to plan, organize and review the work of technical personnel

Client Relations, Account Management & Sales Resume Examples & Samples

Research prospective clients through several strategies including internet research, trade show lists, referrals, various professional directories and personal investigation
Create accurate spreadsheets of prospective client data including names, titles, phone numbers, addresses and various other information
Generate daily mailings to prospective clients using updated and accurate spreadsheets
Creatively problem solve to improve current new business development strategy
Negotiate rates and deadlines with prospective and current clients
Educate prospective and existing clients regarding the translation process, including TransPerfect’s rates, justification for turnaround time and competitors’ information
Liaise with production to ensure that all jobs are handled appropriately and with keen attention to detail, resulting in a perfect product
Consistently follow up with clients to ensure their satisfaction with delivery, quality and customer service
Research and understand all industries that TransPerfect markets to including industry leaders, current events and any other pertinent data
Perform other special projects or duties when required
Minimum Bachelor’s degree or equivalent

Research & Client Relations Consultant Resume Examples & Samples

Minimum of 2 years previous customer service experience in a financial setting required
Strong default background to resolve escalated issues
Demonstrates integrity and keeps promises (do what you say you will do)
Treats everyone with respect and dignity; builds trust within and outside the organization
Confronts issues at the source of the conflict
Demonstrates an unyielding commitment to compliance and does what is ‘right for PHH&#8217
Proactively and professionally communicates relevant information to others
Proficient with Microsoft Office products including Excel, Word, etc

Research & Client Relations Supervisor Resume Examples & Samples

Minimum of three (3) years of experience in the financial services industry is required. A minimum of three (3) years of experience in a customer service call center environment with at least one of those years serving in a leadership capacity will be accepted in lieu of three years of experience in financial services
Experience in a leadership capacity preferred
Experience in Customer Service preferred
Analytical, with an ability to identify and resolve problems
Well organized, paying close attention to detail
Ability to manage multiple priorities in a timely manner
Ability to meet the needs of internal and external customers by delivering high quality service
Rapidly adapts to changing information, conditions and/or unexpected obstacles
Operates effectively in a team environment as well as independently
Proficient with Microsoft Office products (e.g. Word, Excel, Outlook, Powerpoint, etc.)
Proficiency with Mortgage Servicing Platforms (e.g. Black Knight, LPS, etc.) preferred

Director, Client Relations Resume Examples & Samples

Client Engagement/Growth: Responsible for risk, revenue, profitability, growth and customer satisfaction of all EU Accounts
Project Governance: Monitor the entire lifecycle of a EU projects, from initial scoping and contracting through close of the engagement with the customer
Team Management: Manage the expectations of a wide range of resources, Including Account Managers, Delivery Managers, Marketing teams, etc
Experience in Service Delivery and/or Client Engagement of small, medium and large sized projects required
Strong project management skills, with a keen desire for execution
Strong analytical and strategic thinking abilities
Experience in Pharmacovigilance, Regulatory Affairs and Related IT services and applications a plus
Knowledge of 21 CFR Part 11 guidelines, GvP, Computer system validation guidelines a plus
Requires a proactive approach and excellent written/oral communication and interpersonal skills
Strong interpersonal skills required to interact with clients, management, and peers effectively
Effective cross-department communication
Ability to document and communicate problem/resolution and information/action plans
Person should be familiar with Microsoft office applications such as MS word, Excel, PowerPoint and MS Access
The ability to contribute to a team environment with a high degree of professionalism and skill. Demonstrated flexibility within a dynamic, fast-paced, cross-functional team
Demonstrated ability to complete multiple tasks concurrently and deliver results in a challenging environment

Director, Client Relations Resume Examples & Samples

As needed support internal and external sales teams with proposals and sales strategy for assigned accounts
Develop/Identify strategy to move client awards from transactional to strategic partnerships
Develop relationships with key decision makers within the client’s organization and establish an appropriate communication strategy allowing for CRF Health’s scientific experts to provide recommendations/guidance and industry insight
Advocate customer needs/issues cross-departmentally both within CRF Health and the client’s organization
Take an active role in the management of customer account escalations
Ensure timely communication of opportunities and or escalations to appropriate levels within CRF Health
International and domestic travel as required
Drive results under pressure
Presentation preparation

Director, Client Relations UK Resume Examples & Samples

Working with client team members establish standards to be utilized by CRF Health with a focus on increasing quality and improving timelines
Work with client team to establish critical goals and/or other key performance indicators and aid in the customer achieving their goals
Schedule, plan and lead regular governance meetings both at the operational management and steering committee level
Act as a mentor to new CRF Health staff by demonstrating CRF Health values
Analytics and decision making
Cultural awareness

Specialist, Client Relations Resume Examples & Samples

Building relationships with individual client contacts
Processing appraisal orders
Following up with orders which do not meet the updating milestone guidelines
Real time updates to our clients and cloud based operating system
Assuring appraisal report delivery is within client Service Level Agreement
Notifying vendor management of appraiser sourcing, certification or document renewal needs
Collecting fees for clients who require upfront payment
Following client specific processing guidelines
Solution oriented assistance with appraisal complexities and communication with appraisers
Escalating issues, vendor removal requests and fee increase requests to upper management
Daily interaction with the client and in a limited amount, the appraiser
Must be proficient in Microsoft applications to include Outlook, Excel and Word, in addition to strong typing fluency
Must have strong organizational skills - the ability to get started and work independently when necessary, and come up with ideas to carry them out
Must have an advanced level of interpersonal, verbal and written communication skills
Account Management preferred
1+ year experience working in B2B sales support role preferred
2-3 years of customer relations experience a plus
Mortgage industry experience preferred
A H.S. diploma / GED is required

Client Relations Consultant Resume Examples & Samples

Interact with multiple product groups and develop and coordinate projects among those groups on behalf of their clients, ensuring that product deliverables are met
Proactively consult with the client to develop options for client business solutions, recommending product offerings and providing cost benefit analysis
Develop strategic business planning with the client and DST and generate additional revenue
Participate in internal and external client presentations
Mentor and are sought out by other functional areas for their product and client knowledge
Seeks out complex projects and may work on multiple projects simultaneously
Business education and/or 4-6 years industry related experience in customer service or customer support roles
Ability to work in a fast paced, team environment
Possess efficient time management and strong organizational skills
Proven ability to quickly learn and adapt to new systems, processes, plans, and programs
Proficiency in use of business productive tools such as word processing, spreadsheets, data management, project management, and presentations

Client Relations Coordinator Resume Examples & Samples

Work closely with senior managers within DST’s Distribution Solutions organization to identify upsell opportunities and establish strategic servicing goals that best support their client’s specific data integration model
Provide informal product training to clients and peers as needed
At least 3 years of relevant work experience with demonstrated client relations skills in the transfer agency/financial services industry
2-3 years' experience in an industry-related staff management, project management and/or customer relationship management position preferred
Post-secondary education preferred
Ability to work in a dynamic, fast-paced environment and handle multiple projects/requests
Possess and cultivate strong critical thinking and solutions-based outcomes

Client Relations Consultant Resume Examples & Samples

Account Management
At least 6 years of relevant work experience in an industry-related position
Must have knowledge of HEDIS, predictive modeling (preferably ACGs), healthcare data and business analysis
At least 1 year of experience in an industry-related project management and/or customer relationship management role preferred

Client Relations Account Manager Resume Examples & Samples

Provides support in research and resolution of problems and inquiries
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
May prepares monthly and quarterly departmental reports
Maintains comprehensive knowledge of applicable products, services, and company policies and procedures
Interpersonal skills and technical product knowledge and expertise are critical to responding to daily Client-centric activities

Client Relations Account Representative Resume Examples & Samples

Interfaces with clients to determine present and future needs and discusses progress toward solutions
Requires good working knowledge of FIS systems as well as the industries in which FIS competes for business
Ability to handle projects commensurate with job expectations

Client Relations Analyst Resume Examples & Samples

Respond to client questions and concerns, and provide solutions whenever possible in a professional, helpful, knowledgeable, and timely manner
Ensure overall Client satisfaction and repurchase intent by providing quality client service and issue resolution
Accurately capture and document client information to support voice of the client and technical descriptions and coding that will provide for product and client service improvements
1-3 years of experience in a customer retail environment or complaint resolution environment
Previous retail or OEM automotive experience, wholesale and retail is a plus
Desire to advance within AHM with possible future relocation likely

Temporary, Client Relations Resume Examples & Samples

Support the brochure update process by assisting the Client Services and offshore teams document requirements in a consistent manner, monitoring the status of brochure update activities against service level agreements and troubleshooting/escalating any issues that occur during the update process
Support the reconciliation of client data between our CRM (Salesforce) and online client web portal
Support testing of key technology initiatives, including enhancements to the client portal and the integration of our CRM and client portal
Conduct ad-hoc analysis and produce regular management reports
Support the creation of new web pages on Oaktree Central resulting from new strategies/products
Support the addition/updates of strategy-related data on our public website
Minimum 2 years relevant experience, preferably in financial services
Strong command of Microsoft Office applications including Excel, Word, PowerPoint, and Outlook
Experience reconciling large amounts of data preferred
Prior experience with a CRM data management system, preferably Salesforce
Proven ability to manage tasks with competing priorities and deadlines
Strong communication skills (written and verbal); and
Independent judgment to plan, prioritize and organize diversified workloads for self and others

Director, Client Relations Resume Examples & Samples

Create and implement strategic plans to enhance current client relationships
Effective management of day-to-day client relationships and expectations
Provide proactive leadership to clients
Direct and develop a range of materials including articles, brochures, press releases, video content, speeches, presentations and collateral materials to support the PR, sales and marketing teams
Efficiently and effectively plan and manage large-scale events
Work with the studio show publicists to develop and guide media relations strategy
Ability to think and operate independently
Manage public relations events, such as HFPA conferences, press junkets and other ceremonies/events
Ensure that all PR information and content is shared across relevant parties including clients, CBS Studios International executives, show publicists and other parts of the company
Strong writer and communicator
Analytical skills and a strategic orientation to assess situations and create strategies that drive positive outcomes
An enthusiastic and optimistic approach
Excellent interpersonal skills to adapt to a variety of various protocols and cultures
7- 10 years PR experience

Client Relations Team Leader Resume Examples & Samples

Creating an environment that recognises initiative and encourages ownership
Driving quality and performance to consistently deliver for our customers
Coaching your team and feeding back with honest, constructive feedback (rpt) to support individual and overall development
Clearly communicating business objectives to your team – ensuring that everyone knows not only their role, but the bigger picture
Building a culture that encourages continuous improvement, utilising new information and technologies to give our customers the best experience possible
An in-depth understanding of payment protection insurance complaint handling, evidenced by appropriate training and accreditation
Outstanding leaderships skills, and the ability to coach and develop a high-performing team
The ability to apply governance, controls and risk management
A proven record of quality checking
Experience of managing time and driving performance across a team

Client Relations Advisor Resume Examples & Samples

Confirming all complaint cases are fully investigated
Calculating levels of redress or compensation, and evaluating goodwill payments
Undertaking diary management to ensure complaint cases are progressed to resolution
Clearly explaining the reasons for case decisions to internal and external clients

Director, Client Relations Resume Examples & Samples

Managing multiple client relationships throughout the tax year, coordinating all communications and client-specific projects
Identifying client process improvement opportunities on a transactional or reporting basis by getting to know their operating protocols and managing deep dive discussions
Oversee the prioritization, tracking and testing of all client projects
Coordinate end to end process flows
Manage the collection and reporting of relationship metrics
Coordinate scheduling, execution and post-mortems of tax season activities
Coordinate escalation of Sovos issue through the Sovos relationship manager
Own the resolution of complex inquiries not supported by Operations
Conduct client training on applicable systems and processes
Assist the team in developing the client communication plan
Assist the team in establishing best practices for the overall service structure

Non Office Client Relations Supervisor Resume Examples & Samples

Supervise team of Client Relations Specialists, including establishment of performance goals and career development plans
Establish NFO country profiles and customized protocols for requisition orders and product importation, in collaboration with Fulfillment and Deliver/Return teams
Implement and refine policies, procedures, work instructions and guidance documents related to the Customer Service function in GSC
Maintain staffing capacity to process a wide range of health commodity requisition orders (ROs), ensuring technical expertise is available to efficiently process ROs for all Task Orders
Coordinate processing of ROs for all Task Orders, including order entry (as needed), preliminary RO validation, determination of fulfillment channel, prioritization and acceleration urgent and emergency ROs, execution of signed final ROs and handoff of ROs to Sourcing & Contracts and Fulfillment
Continuously identify emergency, or critical ROs that require management intervention, collaborating with USAID, Country Programs and suppliers as required
Ensure visibility of RO status for all Task Orders to internal and external stakeholders, including USAID, GHSC-PSM Country Programs and GSC teams
Collaborate with Sourcing & Contracts and Fulfillment teams to achieve target cycle time metrics goals for RO validation, sourcing, and purchase order or distribution order placement
Implement customer service strategy, in collaboration with USAID, GHSC-PSM functional leaders and GSC teams
Collaborate with GHSC-PSM Quality Assurance/Quality Control team regarding quality control requirements for ROs
Implement customer performance scorecards for GHSC-PSM’s clients, measuring order lead time and responsiveness. Provide feedback to USAID, Managing Directors and Country Managers on customer performance metrics
Support continuous improvement of GSC business processes
Provide short term technical assistance and/or capacity building to field offices, as necessary
Perform other duties as required
Minimum 6 years of procurement, supply chain, and/or technically relevant work experience is holding a MS/MA/MB
Minimum 8 years of procurement, supply chain, and/or technically relevant work experience if holding a BS/BA
Demonstrated ability to communicate clearly and concisely both orally and in writing, and lead presentations, training courses, and effective meetings

Client Relations Consultant Resume Examples & Samples

Establishes excellent working relationships with all contacts externally and internally that support the client account
Acts as a point of partner concern for all services delivered to the client. Ensures that Customer Communications delivers on all objectives and commitments to special clients
Researches and responds in a timely manner to highly complex or large-size clients with regards to their needs and interests
Participates in dispute resolution for all contract-related issues
Monitors the effectiveness of systems, policies and procedures and makes appropriate recommendations to ensure daily operations are efficient
Responsible for all planning surrounding daily, month-end and annual production runs. This includes ensuring material is available, providing production with volumes and instructions, attending production planning meetings, communicating progress to clients and providing any reporting back to client
Plans and presents at quarterly reviews with the client. Provides detailed analysis of client data
Works with clients and other internal departments to develop new concepts and ideas that could be marketed to clients. Keeps client abreast of new products that will assist the client
Partners with client and internal resources to implement client changes
May prepare the annual budget, documenting revenue and volumes per client
Provides variance explanations monthly versus budget/forecast
Identifies and participates in meetings to implement process improvements

Senior Business Analyst / Client Relations Resume Examples & Samples

Analyze, review, forecast, and trend complex data
Present analysis and interpretation for operational and business review and planning
Support short and long term operational / strategic business activities through analysis
Develop recommended business solutions through research and analysis of data and business process and implement when appropriate
Bachelor’s degree in Business, Finance, Health Administration, a related field or equivalent work experience
3+ years of experience in business / finance analysis
Experience gathering requirements from the client / business and documenting
Experience with process improvement, workflow, benchmarking and / or evaluation of business processes
Intermediate level of proficiency with PC based software programs and automated database management systems (Excel, Access, PowerPoint)
Ability to problem solve including multiple priorities and research conflicting and / or inaccurate data
Working knowledge of relational databases, database structures

Client Relations Account Manager Senior Resume Examples & Samples

Other related duties are assigned as needed
Communicates ideas both verbally and in written form in a clear, concise, and professional manner
Prior banking or finance related experiences a plus; personal banking experience preferred
Is resourceful and proactive in gathering information and sharing ideas

Client Relations Executive Resume Examples & Samples

Must be intentionally relentless in supporting a culture based on the values of advocacy, responsiveness, accountability and fun!
Strategically focused and responsible for client satisfaction, maintaining client communication, the overall management of the client relationship, and retention activities
Identifies areas where continuous improvement can be applied, oversees the implementation of the change and measures the level of improvement
Monitors monthly service level/availability management reports to identify possible trends in service level agreement (SLA) “misses” and contacts appropriate product area if “misses” fall within guidelines of a contractual penalty
Ensures representatives are properly trained when new products are released or products are upgraded
Proven knowledge to represent the products offered by FIS Global Retail Payments to clients with a broad understanding of the Financial Technology industry with particular emphasis on credit card processing
Demonstrates the ability to lead by example and motivate professional level staff
Excellent decision-making, problem-solving, team building, negotiation, conflict management, and time management skills

Cbps-retail Client Relations Unit-unit Manager Resume Examples & Samples

Ability to make sound management decision
Effective time and stress management
Self-motivated and can work with minimal supervision
Flexible leadership style
Strategic management thinking
Effective crisis management skills and adept in resolving conflicts
Has a performance rating of 3 and above in the last performance appraisal
Has not been under PIP in the last 6 months; no any compliance, discipline or performance issues

Client Relations Representative Resume Examples & Samples

Communicate effectively (via telephone and e-mail) with clients on a daily basis by handling client inquiries including but not limited to: complaints, billing questions, payment questions and tax issues/refunds
Act as a liaison between clients and suppliers, demonstrating clear communication to ensure all client issues are resolved in a timely fashion
Maintain client appreciation programs, which includes organizing the holiday gift mailing
Update client records as necessary
Work effectively with multiple internal departments to ensure complete client satisfaction and issue resolution
Revamp the references and testimonial process
Must have at least 1 year customer service experience
Must be organized, have great attention to detail, the ability to learn quickly and exemplary communication skills
Above average problem solving and time management skills are a plus
Proficient in Microsoft Office: Word, Excel, and Outlook

Senior VP, Client Relations Mgmt Resume Examples & Samples

Minimum 7-11 years of commercial real estate experience, including 4-6 years of leasing and/or asset management experience with retail assets
Good understanding of all facts of retail asset from deal structuring, leasing, property operations, redevelopment, construction and capital improvements
Excellent writing and communication skills with a strong understanding of retail leasing and creative deal structures
A broad knowledge of retail including exposure to as many types of retail categories as possible
Excellent organizational skills, initiative, and strong follow-through skills. Attention to detail
Possess the highest personal and professional standards, high energy, a strong team work orientation, persuasive abilities and vision
Enthusiastic, proactive, poised and mature
Extensive, proven positive experience effectively supervising, training, mentoring and evaluating several project managers at various levels within the organization or team
Ability to successfully negotiate leases with Retail tenants
Experience working with landlords, developers and institutional owners
Extensive experience presenting in pitches, RFP’s, etc. with proven winning track record

Associate, Client Relations Administrator Resume Examples & Samples

Coordinate new client conversions and existing client testing
Engage clients and assist them through the suite of electronic products the department supports
Monitor the effectiveness of systems, policies and procedures and make appropriate recommendations to ensure daily operations are efficient
Brokerage industry knowledge
Deep understanding of MS Office suite of products

Senior Client Relations Administrator Resume Examples & Samples

Research and respond in a timely manner to highly complex or large-size clients regarding their needs and interests
Provide timely and accurate updates to clients regarding all inquiries and issues including active updates to projects
Coordinate client meetings and business reviews on and off site to build stronger business relationships
Use experience to support the developmental needs of fellow associates
Update and monitor internal reports to ensure the timely and efficient progress of each project
Validated proficiency in maintaining clients, high client happiness results and overall client advocacy
Minimum of 3 years experience in a client service and/or sales related role

Client Relations Internship Resume Examples & Samples

Assist with compiling weekly and bi-weekly reports
Attending weekly departmental meetings
Responsible for compiling sales and conducing minor sales analysis
Assist with release updates
Coordinate promotional mailings when necessary
Proficient in Word, PowerPoint, and Excel

Global Director, VIP Private Client Relations Resume Examples & Samples

Ensure the right tools, technology, processes and practices are in place for a seamless customer experience for VIP shoppers, with carefully curated offline and online touch points at all stages of the customer journey
Work with marketing to create a robust and profitable VIP customer loyalty program
Oversee mapping and targeting of potential VIP clients for team
Work with marketing to deliver events and programmes to acquire and retail private clients

Client Relations Consultant Resume Examples & Samples

Called upon to promptly communicate and resolve complex servicing matters across multiple vendors and internal business units while adhering to DST’s corporate policies and contractual obligations
Self-start by proactively seeking awareness of events impacting the financial services industry, our company, clients and competitors in the data management and analytics sector
Quickly adapt to new systems, processes, plans, and programs and identify relevant business solutions
Minimum of 5 years of relevant work experience with demonstrated client relations skills in the transfer agency/financial services industry
2-3 years experience in an industry-related staff management, project management and/or customer relationship management position preferred
Excellent presentation skills (written and verbal)

Client Relations & Special Projects Coordinator Resume Examples & Samples

Establish, implement and oversee guidelines, procedures, and operational processes designed to address both users’ needs and cost efficiency. This involves researching best practices and creating an effective infrastructure that will best serve IPRH clients
Research and monitor market trends in both the University context and externally, particularly targeting Humanities users. Generate revenue by marketing and soliciting clients to use IPRH facilities and services
Oversee, administer, and monitor the conference/event logistics and space utilization in Levis Facility (and other spaces as needed), and provide support as needed to ensure excellent customer service is provided to all clients on behalf of all IPRH staff. This includes developing and managing processes for reservations and space utilization and coordinating overall space schedules
Resolve operational and client service issues and conflicts
Develop and recommend new programs and incentives designed to enhance client relationship and service experience
Develop and continually revise/update, as needed, contract language, including fee schedule, consistent with University’s best practices. Execute client contracts for services and special events
Plan, coordinate, and oversee the development, implementation, and execution of special projects, sub-programs, and other initiatives designed to achieve the overall mission, goals and objectives of IPRH, including public outreach. Many of these projects are complex, long-term, and being conducted simultaneously requiring a need to set and adjust work priorities to meet multiple deadlines
Interface with Registrar’s Office and other campus units to develop customized management software specific for IPRH needs
Coordinate with finance staff to develop guidelines and operating procedures designed to effectively track revenue and expenditures associated with space utilization and sponsored events
Develop and present usage analysis and budget-related reports
Collaborate with IPRH Communications staff to develop effective marketing materials and/or web interface and social media dimensions
Serve as IPRH Ambassador to and attend meetings with clients, stakeholders, and other units
Serve as liaison with contracted technology services and audio-visual (A-V) vendors, Facilities and Services staff, and other service providers
Perform other duties as assigned by Director and Associate Director in alignment with achieving the department’s mission and objectives

Bilingual Client Relations Consultant Resume Examples & Samples

Resolve complex client service issues in an effort to strengthen relationships between the Client, the Advisor and the company
Deal with threats of litigation or going to the media by diffusing the situation
Handle complaints regarding individual insurance, savings and retirement products which have been escalated to corporate and senior officers or the Office of the Ombudsman
Act as a resource for team leads in the Individual Service Operation
Work directly with the Quality Business Investigations Team dealing with complex, sensitive and confidential issues
Restore the client's confidence in the company and the Advisor and determine what corrections are appropriate
Act as an area of last resort for rush complaints and emergency situations

Senior Client Relations Representative Resume Examples & Samples

You will support print service deliver efforts for Issuer clients, including regular interaction with clients to maintain satisfaction and support
You will participate in the evaluation and selection of print vendors based on capabilities, pricing, quality and delivery timeframes
Act as a liaison for internal and external vendors, while ensuring a timely and efficient delivery of printed materials
You will be responsible for estimating jobs and working with the Finance team to ensure billing accuracy. Resolve finance and billing issues and approval of vendor invoicing
Stay informed of changes within the offset and digitalY print market. Recommend optimal and alternative print methods
Support day-to-day inquiries and research requests by internal and external customers
You will assist in the development of workflow processes, procedures and instructions for all areas of ICS Print
Liaise between Client, Print Operations, Sales and Client Services to ensure the timeliness and accuracy of the printed material
You will foster productive relationships with Account Management/Sales and vendors
Assist in the creation of product tutorials and presentation development
Track and report on client visibility issues to ensure client satisfaction
Participate and support other Issuer Print projects as required
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Client Relations Director Resume Examples & Samples

Maintains contact with client at an executive level, focusing on the strategic nature of the relationship. Represents the enterprise to the client and the client to the enterprise
Prepares monthly and quarterly departmental report updates
Manages personnel who assist in the management of the client relationship. Selects, develops and evaluates personnel to ensure the efficient operation of the function
Selects, develops, and evaluates personnel to ensure the efficient operation of the function
Viewed as an expert resource by peers and coworkers, maintains a good working relationship with both internal and client management, and has a thorough internal working knowledge of the enterprise
Possesses strong personnel management skills
Demonstrated customer-focused leadership ability

Global Client Relations Analyst Resume Examples & Samples

2-4 years institutional financial services or comparable high-quality analytical experience required
Familiarity with institutional clientele, products, servicing needs, and information standards
Experience in report creation using PowerPoint, Excel and Adobe Acrobat
Computer Literate (working knowledge in all MS applications with strong proficiency Excel & PowerPoint, Exstream Dialogue book production via web-based user interface)
Fluency in other foreign languages is a plus (French, Italian, & German…etc)
Ability to interact with team members in a multi-site and cross-functional environment
Highly motivated, sales oriented with excellent interpersonal communication skills
Excellent written & verbal communication
Ability to work with minimal supervision; good common sense and judgment

VP, Client Relations Resume Examples & Samples

Bachelor’s Degree or better preferred
Minimum of 7 - 10 years’ relevant sales and/or account management experience in health care vendor or consulting space; excellent track record for generating new business and engaging at C-suite level within hospital and health system providers
Strong facilitation, presentation and negotiation skills as demonstrated by the ability to synthesize research, identify and fulfill value propositions, and achieve actionable results
Ability to meet aggressive revenue and profitability targets
Effective marketing and communication skills
Cross-functional communication and client relationship skills
Dedication to teamwork
An uncompromising commitment to quality and a passion for health care

Client Relations Administrator Resume Examples & Samples

Ensure timely response to all internal and external client requests and inquiries
Assist Client Management to co-ordinate timely and accurate mailings
Notify transfer agents/issuers of material shortages, non-receipt of material, or proxy mailings that did not meet the minimum requirement. Notify issuers in writing regarding missing or questionable material -- timely follow-up is critical
Assist with electronic delivery flagging and URL follow-up
Respond to job exception reports, material exception reports, interim material call list report, and proxy material call list report
Assist with preparation of Affidavits of Mailing, letters of confirmation and preparation for registration at meetings
Ensure Canadian and U.S. processing teams are advised of any updates; maintain phone log; answer/respond to phone inquiries; and ensure special services are invoiced immediately
Overtime is required during the proxy season and whenever required, based on processing volumes

Director, Client Relations Resume Examples & Samples

Minimum educational requirement: Bachelor’s degree
5 years or more of direct account or client relationship management with proven ability to upsell
Experience managing a portfolio of clients (ideally at least a few million dollars) and has a proven track record of retaining and growing business
Ability to work well in a collaborative environment
Ability to communicate the values and mission of the organization and full range of Bright Horizons services offered

VP Client Relations Resume Examples & Samples

Exceptional analytical skills to review complex data and make relevant recommendations required
Excellent formal presentation skills – verbal and written – required
Ability to structuring and close complex transactions
Strong analytical skills and organizational skills required
Strong management practices, such as team building, motivation and coaching required
Proficient in Microsoft Word, Excel, Power Point, Outlook

Client Relations Mgr Resume Examples & Samples

Lead cross-sell strategies for existing client portfolios; marshaling sales and product management experts as needed
Strategies are ultimately expected to lead to consistent year over year growth in client revenue
Support client on an on-going basis with product development assistance, problem escalation and special projects (e.g. system testing, development)
Collaborate with Commercial Product Development and Sales to integrate commercial and institutional products where advantageous to existing clients of UMB
Demonstrates ability to solve problems and deal with a variety of variables in situations where only limited standardization exists
Demonstrates high level of analytical ability to drive results and proactively manage multiple priorities
Demonstrates ability to influence key decision-makers at C level and above within an organization

Associate / Assistant VP, Client Relations Resume Examples & Samples

3-8 years experience, preferably within the financial services or consulting industrie
Solid foundation in investment finance concepts and ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of all alternative investment products offered by Oaktree
Ability to interact directly with clients. Strong communication skills (written and verbal)
Proven ability to prioritize and execute multiple workstreams while maintaining the highest quality standards; exceptional organizational skills
SFC Paper 1, or ability to acquire licenses in a compressed timeframe
Have excellent oral and written business communication skills in English and Korean. Must be capable of explaining technical concepts clearly and simply
Possess outstanding attention to detail, superior organizational skills and the ability to effectively create and manage complex, deadline-driven projects with diversified workstreams
Possess strong integrity, professionalism and dedication to excellence
Have a strong interest in investments, highly analytical and willing to learn about a large number of diversified investment strategies

Account Representative, Client Relations Resume Examples & Samples

Ensure the timely integration of new content ingestion
Implementation of targeted promotions, aimed at generating additional content ingestion and/or drive volume
Maintain up to date and accurate knowledge on the full range of Ingram services, to be able to advise publishers appropriately
Maintenance of systems including CMS, CSS etc. to ensure publisher requirements are recorded and actioned accurately
Liaison with internal teams, both in the UK and US, as necessary, to meet the needs of publisher
Deal with all publisher queries efficiently and accurately
Generation of production proofs, based on publisher specifications
Assisting customers with EDI Implementation as appropriate
Coordinating client reporting as required
Supporting the drive for sales growth via effective execution of existing orders and advising clients appropriately about Ingram’s range of products and services
Attending publisher meetings with Account Managers as appropriate and client training on systems where appropriate
Proactive sign-posting of new publishers to and/or migration of existing LSUK accounts to Ingram Spark as appropriate or directed by management
Customer-centric approach
Additional languages skills would be an advantage
Good administrative skills, able to prioritise workload and work on own initiative
Good levels of literacy and numeracy
Problem-solving and solutions-focused
Positive and constructive approach to working with others
Flexibility is critical – must be able to adapt to frequent change
Experience of B2B client support
Proven experience of working in a fast-paced, changing environment
O Level/GSCE level education required
Minimum of three years’ work experience in a related industry/field
Ability to work flexible hours
Standard office environment and mainly sedentary work
Ability to travel if required

Client Relations Representative Resume Examples & Samples

Develop strong, consultative relationships with key music industry insiders and influencers that result in revenue and profit producing projects
Structure creative, innovative deals that maximize return
Make ongoing recommendations on how to improve external and internal processes to improve efficiencies of future projects
Work with the internal teams at TM to ensure expectations are appropriately set and project execution is delivered
Establish Ticketmaster’s reputation within the live entertainment community as a critical tour marketing activator, direct artist-to-fan platform, and ticket sales partner
3+ years of music industry experience
Strong analytic and strategic capabilities
Previous experience or internship at a music label, publishing company, or talent agency preferred
Ability to negotiate internal and external politics to achieve desired results

Client Relations Representative Resume Examples & Samples

Serves as primary point of contact for internal and external clients and various departments/divisions to resolve outstanding issues,
Requires working knowledge of FIS products/services as well as general banking operations and procedures
Requires excellent presentation, writing, organizational, analytical, and problem solving skills

Client Relations Supervisor Resume Examples & Samples

Responsible for oversight of entire Customer Relations Teams and L&R Team. Responsible for ensuring that all Customer Relations and L&R Clients concerns are addressed and rectified. Responsible for dissatisfied customer phone calls and resolutions
Responsible daily/weekly reports to Customers. Also responsible for Leading the Customer Relations Team in the absence of the Customer Relations Supervisor
Responsible as the main contact for marquee accounts identified by DT Management. The goal of which is to ensure that these accounts are satisfied with RegUSA services and to follow up and rectify any issues that may result in the loss of customers
Account liaison between customer and all internal RegUSA/DT departments as necessary
Review monthly metrics for assigned customers to proactively identify any potential customer utilization issues and resolve
Work collaboratively with DT Field Team Members to facilitate installation and account Customer relations
Excellent communications skills (verbal and written)
Low error ratio, proficient in all areas of a Registration Administrator
Basic computer skills, proficient in Microsoft Office products
Ability to prioritize (and reprioritize) when necessary

Project & Client Relations Coordinator Resume Examples & Samples

Support three products including RxRules, taking on projects and tasks as needed
Proactive and reactive communication with clients via email, phone, and in person
Complete all new client account documentation with the utmost accuracy
Respond to client needs whenever needed (this will require some flexibility in work schedule)
Plan meetings and presentation, juggle internal and client schedules
Occasional day trips to the Milliman Chicago office
Travel to client sites nationwide (typically 2 trips per month, lasting 2-3 days at a time)
High School Diploma (HSD) or GED
2+ years of professional experience
Strong skills in MS Excel (pivot tables, programming of complex formulas, import & export data, filters & sorting, etc)
Proficiency in MS Word and PowerPoint
Proven client service skills
Detail-oriented in all communications
Able to work well independently: takes action to get things done
Client service mentality
Thrives in an entrepreneurial environment, looks for opportunities to grow
Flexibility to work occasional evening and weekend hours, when needed by a client
Bachelor’s degree (any program, major, or concentration)
Understanding of insurance (health or life), underwriting, actuarial science and/or software
Proficiency with Visio (creating and/or editing flows)

Cbps-retail Client Relations Unit-customer Service Officer Resume Examples & Samples

Strong communication skills (verbal and written) at all levels of the organization
Resilient - able to handle difficult customers if required and remains positive and focused
Preferably with experience in credit cards and bank customer service operations
Speaks/interacts in a pleasant tone, pitch and pace
High level of English proficiency, both verbal and written (can write in a clear and concise manner)
High level of listening and comprehension skills and utilizes appropriate questioning techniques

Senior Client Relations Spec Resume Examples & Samples

Establish work priorities, plan projects, and ensure timelines are met
In person customer meetings at their location(s)
Ensure contractual obligations are achieved satisfactory and timely

Client Relations Coordinator Resume Examples & Samples

Client pitch support – customize client presentations using PowerPoint. Research and provide key points for development of program one-sheets. Manage ongoing maintenance of client-facing materials as offers evolve
Monitor weekly sales of tours, gather performance metrics and create easily reviewable documents
Provide secondary tour support by facilitating setup of offers including creation of illustrative mocks for clients and assistance with contract development and execution
Manage creation and delivery of tour recap reports. Collect and analyze tour data from multiple reporting sources, preparing data in a presentable format and work with design to create the final client-facing report. Manage internal approval process
Own client on-boarding for Ticketmaster’s client-facing tools. Facilitate setting up accounts, providing client tutorials, training documentation and fielding questions. Trouble-shoot issues and spearhead initiatives for the OnTour team. Develop product adoption strategy with marketing team
Maintain client relations database in Salesforce. Responsible for contract entry and ongoing updates to current records. Work with Salesforce product team on standardization of data. Run various reports weekly
Social media content – work with Client Relations and Marketing team to identify and create engaging social media posts for B2B channel based on weekly tour launches and artist content. Focus on organic growth and client engagement
Data analysis experience and familiarity with Omniture or Google Analytics is a plus

Director, Client Relations Resume Examples & Samples

Manage client relationships within top cable, satellite and telco distributors in the US and Canada. Ensure the sharing of information, assets and content to support affiliates’ priorities
Keep abreast of key client initiatives and the execution thereof in the marketplace, including pricing and packaging developments, cross-platform and digital developments, market investments and new business initiatives
Identification of client opportunities, creation of strategies and tactics to seize opportunities
Ideate, develop and execute marketing initiatives based on an understanding of the client’s business objectives and strategically aligning opportunities that maximizes value for our partners and AMCN (AMC, BBC America, IFC, SundanceTV, WE TV, BBC World News and IFC Entertainment) brands
Be familiar with AMCN network goals and priorities to best secure promotional placement within affiliate marketing tactics reaching across all platforms while achieving key network objectives
Maintain thorough knowledge of AMCN content distribution across the VOD and TVE platforms
Develop growth strategies that leverages AMCN assets to help partners generate new subscribers, reduce churn and meet their business objectives
Attend client meetings and actively participate in the collaboration and sell-in of marketing strategies
Fostering and developing relationships with industry trade associations, industry leaders, and peers
Supporting VP in the account management and negotiation preparation
8 – 10 years of work experience
Technical experience: Powerpoint and MS Excel, strong presentation skills
Degree and Certifications: BA
Managerial experience: Strong communication skills and mentoring abilities; enterprise thinking

Senior Manager Client Relations Resume Examples & Samples

Solidify the new owners’ sale by training and monitoring Sales Executives customer contract fulfillment, ensuring and manage proper owner referral lead generation at point of sale and at other customer contacts
Maintain a high standard of customer service. Assists with the introduction of new members to the Hilton Club benefits and processes until Club Owners Services takes over. Help facilitate new owners’ guest experience during the first days of ownership
Develop, train, supervise and direct the team of Client Relations Managers in New York
Oversee the management of pending contracts, contracts in suspense and aging reports
Oversee the administration of Elevated Rewards membership, anti-recession program and FDI exception process
Use knowledge of contract information, Club rules/regulations and the Hilton loyalty programs to recommend membership options to individuals in accordance with their ownership goals
Provide managerial support for the administration of the Owners referral program
Always exhibit a professional, friendly and courteous demeanor in all dealings with guests, Management and other Sales and Marketing Team Members at the Sales Galleries
Conduct training to Sales, Marketing and other departments to ensure their commitment and understanding of the ownership process, procedures and product knowledge
5 years or more of hospitality experience
5 years or more experience in quality assurance within the vacation ownership industry
Notary License
Ability to work a flexible schedule to include weekends and holidays
2 or more years of supervisory experience

Principal Client Relations Resume Examples & Samples

Initiate and drive fund raising activities with potential client prospects in Europe for new AMC funds
Strengthen relationships with existing and prospective investors
Research, identify and assess prospective investors
Develop marketing strategies to reach the new investors
Work with the Fund teams to develop materials about new and outstanding funds for existing and new investors
Refine the structured communication plan for existing investors
Provide key market insights and know how to support AMC’s decision-making on new funds and marketing plans
Promote and market the AMC brand to various groups of audiences in the European region
Contribute to management of the investor database (investor profiles and interactions)
Work closely with the AMC’s Fund Heads and Chief Operating Officer in implementing effective fund investor liaison and reporting
Work closely with other fund-raising units within IFC to ensure a coordinated approach
Work effectively across business lines, including AMC legal and finance teams as well as with IFC, to address investor questions
Established relationships with a broad spectrum of institutional investors in Europe and a successful track record of capital raising for private equity and/or emerging market focused strategies in the region
Strong ability to explain AMC’s products combining strong communications skills, client relationship management and sales with an acute awareness of the AMC brand and IFC’s mission
Master’s degree in Business, Finance, Communication, International Relations/Public Affairs, Marketing or other related disciplines, with significant relevant experience in fund raising and client relations
Exceptional interpersonal and marketing skills
Strong financial analytical and business management skills and exceptional attention to detail
The ability to work effectively across organizational boundaries and to build networks across the industry
Strong self-starter skills, pro-active, results-oriented with ability to function as a senior individual contributor
Excellent oral and written communication skills in English, including a demonstrated ability to communicate complex business messages into clear communication messages and material
Fluency in a European language other than English is an advantage
High levels of energy, initiative and flexibility in quickly adjusting to changing work program requirements. Ability to juggle numerous competing demands and priorities, respond quickly to internal and external client requests, and set priorities for self and others
High degree of integrity and professionalism
Respect for others regardless of status
Persuasive and genuine
A willingness for extensive travel is required.The position will be based in London, with frequent travel within the European region and to Washington DC.To apply for this position, please send your CV and cover letter to AMCRecruit@ifc.orgIFC Asset Management Company, LLC is an equal opportunity employer

Bilingual Client Relations Representative Resume Examples & Samples

Educating our clients on all Invesco products and services and industry trends
Responsible for handling all incoming calls and providing excellent client service
Work closely with other departments and representatives to build, reinforce and maintain existing business and relationships
Working knowledge of MS Word, Outlook and web-based technologies

Marketing & Client Relations Intern Resume Examples & Samples

Sales Meetings, Business Retreats, Client Presentations, Press Events, Conferences, Trade & Consumer Conventions, Cocktail Receptions, Luncheons, Dinners, International Press Junkets, Screenings
Must be currently enrolled in a college or university majoring in Hospitality Management
No previous work experience required
Internship experience in the entertainment event field preferred
Ability to multi task, highly organized and thorough follow-up skills required
Strong organizational and follow up skills including attention to detail
Able to work independently and under time constraints
Proficient in Microsoft Word, Excel, PowerPoint, Adobe Acrobat, and Photoshop
Must have the ability to communicate effectively with persons of all levels
Must have excellent problem-solving skills with the ability to find and utilize all resources available
Must be passionate about Television
Excellent judgment and level of accountability

Client Relations Coordinator Resume Examples & Samples

Work with the marketing team to secure artist participation and content for Ticketmaster’s Blog and social channels. Interface with marketing team to help communicate benefits to artists in pitch, liaison between Client Relations and marketing to provide feedback on opportunities. Brainstorm ways to expand content across TM properties to benefit OnTour artists/clients
Assist in planning for annual client events and conference sponsorship activation. Research and interface with venues and vendors, manage budget and invoice processing. Compile client lists for invitations or mailings
Act as the lead for the OnTour team’s participation in Music On The Roof – a concert series for Live Nation Entertainment employees held at the Hollywood office. Help book artist clients and manage communication of logistics for the event. Be onsite contact for artist, work with internal team to coordinate backline, load-in and assist at soundcheck. Lead creation of all marketing materials for the series
Help support OnTour’s emerging artist program, New Music Favorites, by assisting in project management of artists, day-to-day collection of artist deliverables and deadline management
Data analysis experience and familiarity with Omniture or Google Analytics a plus

Client Relations, Redi Resume Examples & Samples

Proactively responding to systematic and market events and effectively communicating events internally and externally
Answering inbound phone calls from clients
Responding to inbound emails from clients
Manage client expectations and requests
Must proactively identify and escalate issues within the proper framework
Leverage all client coverage tools to monitor and improve the user experience for our clients
Forecast corporate actions and market events, and broadcast items to the appropriate teams
Work with Development, QA, and Mission Control (network ops.) to identify and resolve issues
Work with Sales and Professional Services department to manage client onboarding and implementation
Fluent in the equity and derivatives markets
Experience using an Execution Management System (EMS)
Fluent with all Microsoft Office products (Word, Excel, PowerPoint, Outlook, etc.)
Direct experience trading electronic markets is a plus
Extensive experience in supporting trading applications
Exposure to Thomson Reuters products

Client Relations Account Rep Resume Examples & Samples

Manages and communicates expectations internally and externally
Educates clients on various FIS processes and procedures assisting with awareness, navigation and self-help
Ability to understand and apply concepts
Team skills, including the ability to establish and maintain effective working relationships both internally as well as externally

Client Relations Coordinator Resume Examples & Samples

Use a mastery of Subaccounting/Omnibus business practices to educate others
Mentor less experienced associates
Establish work priorities, plan projects, and ensure timelines are met individually as well as other associates
Communicate items of escalated importance quickly and effectively to management and coordinate resolution
3 years business-related work experience in a customer service or industry-related position
Must be proficient in MS Office, especially Excel
Must work well under pressure with multiple priorities and deadlines
Must possess excellent communication skills, both written and oral
Will have a customer service focused attitude
Ability to quickly learn DST’s products, services and business practices

Service Client Relations Resume Examples & Samples

Worksdirectly with clients, and service advisors to focus the required attention onthe completion of manufacturer required customer satisfaction indexes
Involvedwith clients in both daily operations and “heat cases” where the opportunity tofix the car and the client both exist
Associatesatisfaction also entails posting associate friendly information, planningassociate events and working with management team to bring feedback fromassociates
Income isdriven by salary and a monthly bonus for required scores
High school diploma or the equivalent
Two years of experience in a retail sales environment
General knowledge of vehicle mechanical operations.-preferred
Sales or customer service experience required
All applicants must be authorized to work in the USA
All applicants must be able to demonstrate ability to pass pre-employment testing to include background checks, MVR, drug test, credit report, and valid driver license
Must be able to work Saturdays
Weekdays 7am to 7pm
Data entry and computer skills a plus

Client Relations Consultant Resume Examples & Samples

Coordinate, oversee, and integrate projects for the client to ensure negotiated deliverables have been met
Provide clients with requested information/materials, status reports, and updates in a timely manner
Appropriately utilize and manage people resources on the project, including internal associates, client resources, etc
Complete and settle negotiated agreements and/or service level agreements
Ensure project deliverables have been completed to the satisfaction of all project stakeholders
Identify, analyze, and respond to risks associated with the project
Manage the project plan ensuring all project team members understand their role, deadlines, expected accountabilities, and deliverables
Take a consultative approach to analyze and evaluate the business need for the requested project
Develop relationships with outside vendors, as an advocate for the client, to integrate vendor products with DST products
Participate in negotiation of service level agreements and contracts while typically adhering to established standards
Responsible for the presentation of marketing exhibits at product shows and conferences
Develop Request for Proposals for prospective clients

Associate Director of Client Relations for Home Infusion Resume Examples & Samples

Developing, managing, and reporting a performance management scorecard / portfolio; that coincides with new programs; developing presentations; and managing special projects that directly impact the strategic, operational and financial performance of Briova Home Infusion
The position will be based in Minneapolis and will require collaborative work across all of OptumRx and its key business partners (Clinical, Product, Communications, Compliance, Finance, Benefit Operations, LOB), Optum and UnitedHealth Group
Minimum 3 - 5 years of managed health care experience with accountability for business results within a Pharmacy and or Payer
Minimum of 3 years’ experience working in healthcare specifically home infusion, specialty pharmacy, or PBM experience
Ability to gain acceptance from others of a plan or idea and achieve a mutually beneficial outcome; Must have negotiations and or relationship management background
BA / BS degree with a Master’s degree in business, health care management, finance or related field, or equivalent experience

Client Relations Resume Examples & Samples

Answering Inbound calls from our clients
Making outbound calls regarding client files
Receiving and responding to emails from our clients as well as internal customers
Working through requests from our Compliance, Legal, Collections, and Sales teams to resolve consumer and client
Must be able to type of 40 wpm
Able to conduct professional communication with clients, via e-mail and phone when necessary
Complete written client requests, account updates/data entry updates, efficiently and accurately
Ability to multi-task within several programs while maintaining accuracy

Client Relations Supervisor Resume Examples & Samples

Supervises team of Client Relations Specialists, including establishment of performance goals and career development plans
Implements and refines policies, procedures, work instructions and guidance documents related to the Customer Service function in GSC
Maintains staffing capacity to process a wide range of health commodity requisition orders (ROs), ensuring technical expertise is available to efficiently process ROs for all Task Orders
Coordinates processing of ROs for all Task Orders, including order entry (as needed), preliminary RO validation, determination of fulfillment channel, prioritization and acceleration urgent and emergency ROs, execution of signed final ROs and handoff of ROs to Sourcing & Contracts and Procurement
Continuously identifies emergency or critical ROs that require management intervention, collaborating with USAID, Country Programs and suppliers as required
Ensures visibility of RO status for all Task Orders to internal and external stakeholders, including USAID, GHSC-PSM Country Programs and GSC teams
Collaborates with Sourcing & Contracts team and Procurement team to achieve target cycle time metrics goals for RO validation, sourcing, and purchase order or distribution order placement
Implements customer service strategy, in collaboration with USAID, GHSC-PSM functional leaders and GSC teams
Collaborates with GHSC-PSM Quality Assurance/Quality Control team regarding quality control requirements for ROs
Implements customer performance scorecards for GHSC-PSM’s clients, measuring order lead time and responsiveness. Provides feedback to USAID, Managing Directors and Country Managers on customer performance metrics
Supports continuous improvement of GSC business processes
Bachelor’s degree plus minimum 7 years of procurement, supply chain, and/or technically relevant work experience
Solid understanding of USAID and other Federal Acquisition Rules and Regulations
Experience living or working in developing countries preferred
Willingness to work overseas for up to 4-8 weeks per year and to consider long-term overseas assignments
Strong knowledge of MS Office applications
Foreign language fluency desired

VP of Client Relations Resume Examples & Samples

Develop, implement and manage tools, process and governance to support the management and growth of key accounts
Ensure that strategic account plans are being executed
In conjunction with the Operations Stream, Sales and other relevant stakeholders, lead the governance process which should include the integration and review of key account standardized metrics
Actively manage the Client Relations Directors to continually and proactively identify issues and work to find effective solutions
Create a team environment of personal accountability towards higher standards of customer satisfaction and stretch the team to achieve these
Working with the team guide them towards the establishment a trusted/strategic advisor relationship with each assigned client and drive continued value of our products and services
Develop, prepare, and nurture customers for advocacy
Work with clients to establish critical goals, or other key performance indicators and aid the customer in achieving their goals
Work to identify and/or develop upsell opportunities
Advocate customer needs/issues cross-departmentally
Take an active part in the management of customer account escalations

Client Relations Broker Resume Examples & Samples

Engages in a series of transactional duties such as brokering deals and executing price points for market share, as well as developing and negotiating new business revenue and client generation while focusing on retaining and growing existing customer base
Determine what types of advertising strategies would help clients reach target audiences efficiently while still keeping within their advertising budget
Establishes relationships with a number of different media agencies
Identifies potential problems with client accounts’ placement and recommends solutions to agencies on a continuing basis
Contacts station associates and obtains rate quotes to convey to the agencies
Negotiates deal terms to satisfy both parties to the deal
Communicates all components of sales to key stakeholders
Pursues vertical and horizontal penetration of assigned advertisers and ad agencies to maximize exposure for Sales division’s clients and their online assets and events
Highlights the benefit of marketplace via positioning and pre-selling of opportunities
Researches business, financials, products/services, and markets of clients and their competition
Proficient in Microsoft Office suite and social networking platforms
Strong client service relationship-building skills
Demonstrated ability to generate new business and to understand the sales cycle: prospecting, buying behaviors, negotiations for a win-win outcome, overcoming objections and closing
Ability to plan and organize, set priorities and multi task in a fast-paced environment
Strong oral and written communication skills; excellent grammar
Independent, entrepreneurial, self-motivated, competitive, assertive, goal-oriented
Strong problem-solving, analytical and persuasion skills
Understanding of market dynamics including demographics
Stress tolerance especially with tight deadlines and financial pressures
Flexibility and creativity
3+ years’ experience in media sales, marketing or advertising with proven success
Membership in American Advertising Federation, American Marketing Association, local chamber of commerce or similar networking groups preferred

Client Relations Account Representative Resume Examples & Samples

As primary liaison, is responsible 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
Answers customer inquiries, primarily over the telephone, e-mail or facsimile
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
May prepare monthly and quarterly departmental reports
Maintains comprehensive knowledge of applicable products, services and company policies and procedures

100

Client Relations Resume Examples & Samples

Responsible for all in-bound re-active calls to[JMF1]
Ability to work on multiple internal systems
Property Management experience
Professional communication with clients, via e-mail and phone
Skilled typing, 40wpm, minimum
Coordinating client requests, internal updates/data entry updates, efficiently and accurately
Ability to multi-task within several programs and during phone conversations
2 years of customer service experience
Demonstrate ability to react appropriately to calm and diffuse client complaints

101

Client Relations Director Resume Examples & Samples

A minimum of 1-2 years experience in hospital based sales or other related healthcare sales (current contacts in Home Health strongly preferred)
Ability to present services in a professional manner
Knowledge of Private Duty Nursing/Therapy service procedures and reimbursement policies preferred
Requires excellent communication, planning and organizational skills
A four year college degree, preferably in business or healthcare related field or equivalent work experience
A valid driver’s license and driving record that meets company standards

102

Client Relations Account Manager Resume Examples & Samples

Communicates ideas both verbally and in written form in a clear, concise and professional manner
Proven track record in client relationship management and Merchant Acquiring
Financial institution experience or Merchant Acquiring background with strong financial industry and data processing knowledge
Excellent negotiation and presentation skills that ensure contract renewals, a track record of product and revenue growth and high levels of customer satisfaction
Excellent decision-making, problem-solving, team building, negotiation, conflict management and time management skills
Strategically focused and responsible for client satisfaction, maintaining client communication, the overall management of the client relationship, and the delivery of the outsourced solution
Works to maintain and grow client relationships while ensuring ongoing customer service

103

Client Relations Supervisor Resume Examples & Samples

Identify staff training needs and ensure that required training takes place
Openly share information and experiences to aid in the success of others. Participate in peer-assisted learning opportunities
Provide and/or prepare input to meaningful and constructive performance reviews. Clearly define, set, and communicate expectations. Continually offer assistance for improvement
Identify and analyze internal/client trends to recommend and/or implement solutions to gain efficiency and reduce expenses and/or risk
Anticipate and/or research potential client requirements and/or problems
Develop and maintain internal documentation and written procedures
Identify products and services to fulfill client needs and/or potential new business opportunities by promoting the use of new and existing products and services
Manage priorities for single and multiple clients
Provide daily client support. Client support may include, but is not limited to, accepting and responding to client inquires; actively participating in troubleshooting; collecting information required for diagnosis and problem resolution; satisfying adhoc client requests, etc
Remain current on industry trends, changes in regulations, and competitive product offerings
Appropriately utilize and manage people resources on the project, including internal associates, client resources, third-party vendors, etc
5 years relevant work experience with demonstrated leadership skills in an industry-related position
Post-secondary education optimal
6 to 8 years relevant work experience with at least 3 years’ experience in an industry-related staff management optimal
Project management, and/or customer relationship management optimal

104

Director Client Relations & Project Management Resume Examples & Samples

Ensure the accurate provision of information concerning standard testing programs, sample preparation, and routine status updates for Biologics Testing Solutions by the Project Managers. Manage customer component of complaint resolution activities with the assistance of technical directors, quality assurance and client relations personnel
Liaise with internal scientists and Operations Project Manager to evaluate programs and projects for key accounts. Ensure communication between project managers, internal scientists, and Operations Project Manager is effective
Provide summaries of key account activities to senior management
Facilitate conference calls and associated actions and deliverables
Direct project kick off and planning meetings
Contribute to the services guide development and revisions
Direct activities of assigned group(s) to ensure optimum performance of the group/function
Responsible for personnel management activities such as: scheduling, personnel actions (hiring, promotions, transfers, etc.), training and development, providing regular direction and feedback on performance, disciplinary actions and preparing and delivering annual performance and salary reviews
Develop short- and long-range operating objectives, organizational structure, staffing requirements and succession plans
Integrate activities with those of other major organizational units (e.g. segments, departments, functions)
Develop and recommend department budget and authorize expenditures
Develop and oversee the implementation of departmental training programs, including orientation
Support the policy of equal employment opportunity through affirmative action in personnel actions
Ensure adherence to pertinent regulatory requirements and to departmental policies, practices and procedures [SOPs, safety procedures and biosafety protocols]
Education: Bachelor’s degree in science or equivalent combination of education and experience
Experience: A minimum of 10 years of combined client relations and operational experience
Note: An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above
Other: Demonstrated organizational and communication skills. Ability to organize and prioritize workload with minimal supervision. Proficiency with Word and Excel

105

Client Relations Consultant Resume Examples & Samples

Work closely with senior managers within DST’s Digital Investor organization to maintain and setup clients in using DST Web tools
Called upon to promptly communicate and resolve complex servicing matters across multiple vendors and internal business units while adhering to DST’s corporate policies, audit standards and contractual obligations
Quickly adapt to new systems, products, processes, plans, and programs and identify relevant business solutions
2-3 years’ experience in an industry-related staff management, project management and/or customer relationship management position preferred
Ability to work in a dynamic, fast-paced environment and handle multiple projects/change requests
Experience with FanWeb, BFWeb, and FANWeb Elite a plus

106

Client Relations Reporting Specialist Resume Examples & Samples

Create and deliver standard and unique reporting solutions to support both business and client needs
Create and deliver management dashboards and canned reports to support routine management oversight of business processes to ensure critical insight into exceptions and deliverables
Create and deliver routine and ad hoc reporting needed to understand various aspects of processes of performance, staffing needs, etc
Identify, lead, and oversee projects and analysis related to reporting needs to establish superior operational reporting within CMS. Administration, support, maintenance and/or build of Access Databases (or similar) to support operational and client needs
Strong Analytical and problem solving skills. Ability and willingness to learn Valuations and similar Mortgage related systems use from a user’s perspective
Strong ability to communicate with business users and management at all levels for development and delivery of reporting requirements
Ability to handle multiple tasks and deadlines with attention to detail
Proficient knowledge of personal computers using Microsoft Access, Word, Excel, Outlook, Power Point, and Visio with advanced skills required in Excel and Access. Ability to learn and operate all in-house computer systems and a variety of vendor software applications. Ability to effectively communicate with co-workers, peers, and all levels of management through written and verbal communication. Strong time management skills are essential

107

Director, Client Relations Resume Examples & Samples

Bachelor’s Degree required
Must have related business experience that includes managing a budget
Strong analytical skills, organizational skills, decision making skills, and basic management skills
Experience interacting with leaders at the Executive level

108

Director of Client Relations Resume Examples & Samples

Direct Marketing / Database Marketing / Data-Driven Marketing
Data Analytics Optimization / Segmentation
Campaign Strategy Development / Implementation
Email; Social Media and Direct Mail Marketing
Build and maintain customer relationship and work closely with AIG – client executive team to develop a positive working partnership
Ability to work with all business functions and build an environment of teamwork that communicates effectively and drives performance within all levels of the organization. This includes IT, Operations, Finance, Training, and outside vendors
Continuous competitive analysis to identify industry trends and opportunities for existing client expansion
Responsible for building and executing budget
Review and have understanding of financial/insurance loss reporting
Prepare customer presentations and assist with any large client negotiations
Develop and deliver reporting required by client on monthly and quarterly basis

109

Client Relations Executive Resume Examples & Samples

Implement initiatives and processes to ensure that all work is completed according to scheduled deadlines with attention to quality standards, priorities and overall goals
Lead and inspire the organization in human resource management activities including maintenance of proper staffing levels, staffing resources optimization, attainment of individual and team goals, overall alignment with performance management requirements, goals and rewards systems, employee relations, mentoring, and talent/career development
Establish clearly defined individual performance goals and objectives; communicates these to team members through 1-on-1 meetings and performance planning and review sessions; provide periodic performance feedback and conducts annual performance reviews on all team members
Develop leaders for succession
Evaluate direct reports on performance and complete annual performance appraisals
Work in collaboration with direct reports to establish Individual Development Plans
Budgetary Responsibility
Make critical decisions on department hiring and terminations
Monitor various productivity and performance standards to ensure that established levels are achieved, especially during critical activity periods
Participate in task forces, strategic initiatives, stretch assignments and collaboration opportunities with other business units
Prepare and present reports on team performance
At least 8 years of experience
At least 5 years of exempt-level people leadership experience
Experience working within or partnering with an HCM organization
PHR/SPHR and/or SHRM-CP/SCP
Prior experience managing a team of Sales or HR professionals strongly desired
Ability to demonstrate learning agility and critical thinking skills and apply basic concepts in new situations

110

Client Relations Analyst Resume Examples & Samples

Act as the point of contact for escalated issues, providing end-to-end customer service, including incident identification and understanding, and following-up with remediating action plans
Prepares source data for computer entry by compiling and sorting information; establishing entry priorities
Processes customer and account source documents by reviewing data for deficiencies; resolving discrepancies by using standard procedures or returning incomplete documents to the sales team for resolution
Answer and resolve inbound technical calls efficiently and professionally
Use remote control tool to assist end users when needed
Collaborate with internal and external business partners to resolve and close out escalated issues (may include identifying innovative solutions), communicating the final resolution actions back to Leadership and internal customers
Maintains accuracy while meeting thresholds for production

111

Client Relations Coordinator Resume Examples & Samples

Must be proficient in Microsoft Office (Word, Excel, and PowerPoint)
Must be a superior multi tasker
Must possess excellent communication skills, both written and verbal

112

Client Relations Account Manager Senior Resume Examples & Samples

Manages, plans, organizes, leads and controls balanced sales growth, continued account penetration, and customer satisfaction on a long-term multi-year focus
Acts as primary liaison between client and FIS and understands client’s needs, including financial expectations and restrictions
Develops and executes account plans to ensure continued revenue growth from account base
Demonstrates product knowledge including various solutions, markets, and competitive intelligence
Analyzes and evaluates pricing and costing scenarios to offer most viable value proposition
Prepares and presents proposals to clients – utilizing FIS resources and tools
Negotiates, structures, and closes “deals” that meet customer expectations and FIS’s ability to deliver; utilizes appropriate company resources per the resources plan to provide product marketing support or specialized product sales expertise
Monitors service levels and discusses with management and recommends opportunities for improving service levels, revenue and profit
Assists in the development of sales plans and strategies
Works to achieve sales objectives
Listens to concerns of customers with regard to current products/services
Identifies root problems and utilizes existing FIS processes to enhance satisfaction
Provides accurate and timely sales forecasts
Within client organizations, builds network of both operational and executive level users and maintains knowledge of all products and services utilized
Works to maintain and grow the client relationship while ensuring ongoing customer service. Leads the sales effort for incremental revenue opportunities and contract renewals. Identifies new business opportunities and coordinates with appropriate sales personnel for opportunities of new FIS products or services
Coordinates with the delivery organizations to ensure the delivery of continuous and effective services, and ensures project completion within budget and in accordance with contract requirements
Identifies areas where continuous improvement can be applied, oversees the imp

113

Assistant Manager Client Relations Resume Examples & Samples

Manages pending contracts, contracts in suspense and aging reports
Generates owner lead referrals at point of sale and at other customer contact
Administers of Elevated Rewards membership, anti-recession program and FDI exception process
Provides technical assistance, support and advice to owners regarding the product and services associated with ownership
Uses knowledge of contract information, Club rules/regulations and the Hilton loyalty programs to recommend membership options to individuals in accordance with their ownership goals
Follows up with any Club Owner service queries, with an emphasis on maintaining all accurate paperwork on closings and deals and accurately updating all open files
Provides managerial support for the administration of the Owners referral program
Always exhibits a professional, friendly and courteous demeanor in all dealings with guests, Management and other Sales and Marketing Team Members at the Sales Galleries
Supports Sales in owner contract fulfillment and communication
Assists in product training to Sales and other departments to ensure their commitment and understanding of the ownership process and procedures
Carries out all reasonable requests by management of which the associate is capable of performing
At least 3 years of hospitality/guest service experience
At least 3 years of Quality Assurance experience in the vacation ownership industry
Possess project management and problem solving skills

114

Customer Support / Client Relations Resume Examples & Samples

Must be a team player have excellent verbal and written communication skills and adaptable to change
Prior experience with client relations and client management is required
Intermediate to advanced Excel experience is required
Experience with Microsoft Access is a huge plus

115

Director, Television Client Relations Resume Examples & Samples

Work across all stakeholders/teams (sales, marketing, contracts, legal, finance, content servicing , anti-piracy, etc.) to define and implement the operational processes to support a mature Television broadcast business as well as new and expanding partnerships and services (e.g. SVOD, 4K/Next Gen, Next Day Air etc.). Develop and execute strategies for content distribution globally (post theatrical) for new and emerging business models and partnerships
Manage client relationships and communications and develop and implement best practices for client satisfaction strategies and performance tracking. Includes identification of key performance metrics and creation, implementation and monitoring of standard KPIs for consistent and regular monitoring
Collaborate cross-functionally with other Warner Bros. and Technical Operations groups to drive change and facilitate Change Management initiatives; provide leadership and continuous improvement and development opportunities not only for the Television Client Relations team, but the department and division as a whole
Serve as a business lead and subject matter expert for the various mission critical technology initiatives (e.g. TOPS, DETE, COSMOS) - helping to drive adoption and buy-in from internal and external clients and providing input to overall program strategy
Provide training, mentoring and career development to team members to expand skill sets in order to adapt to a rapidly changing environment and facilitate retention of high potential talent

116

Client Relations Legal Specialist Resume Examples & Samples

Bachelor's degree or equivalent and 2+ years of related work experience (financial services industry experience preferred)
Legal or Compliance experience is a plus
Broad understanding of insurance operations, products, systems and legal interpretation/processes preferred
Requires strong organizational, problem solving and time management skills with the flexibility to adjust to changing priorities
Requires excellent verbal and written communication skills plus the ability to develop effective relationships and motivate producer and customer behavior

117

Director of Client Relations Resume Examples & Samples

FIRST CONTACT - The Director of Client Relations will serve as the first contact with potential customers. This involves communicating with prospects and their families via text, e-mail, social media, and phone to establish a line of communication, develop a working relationship, and portray a positive image of STUDENTathleteWorld Tours / STUDENTathleteWorld. This involves using an on-line database manager called Pipedrive to manage these contacts and the process and format of connecting with them. The purpose of the connection is to find out which business is the right fit for the athlete and prep them for the next steps
DATABASE MAINTENANCE – The Tours business has a detailed application process and the Director of Client Relations with be in charge of helping athletes navigate their on-line application portals. This involves constant communication with potential clients to get videos and letters of recommendation uploaded to their profile and to schedule formal interview times with the Director of International Tours, Richie Schueler
SOCIAL MEDIA - The Director of Client Relations will be the face of the businesses on Social Media and use these accounts to communicate with current customers and also to find and interact with new potential customers. They will develop an on-line ‘personality’ of the businesses that matches our mission statements
OTHER DUTIES - The Director of Client Relations will also be asked to perform many duties as assigned. The include, among others, working with high school athletes in the recruiting process, traveling on foreign tours as assigned, cold calling prospects, etc
Bachelors degree required, Masters degree preferred
Experience with the college athletic recruiting process is required, college coaching experience is preferred
Experience and a proven track record in B2C sales
Experience and expertise in marketing
Experience and expertise in social media; including Facebook, Twitter, Instagram, and others
Knowledge, expertise, and a comfort level with many different forms of technology, and the ability to use technology to work efficiently
Outgoing and personable with the ability to communicate well to both STUDENTathletes and parents
Ability to work remotely, mainly without supervision, and communicate with our team via e-mail, phone, and video chat effectively
Extremely strong work ethic
Passion for International travel

118

Associate Client Relations Administrator Resume Examples & Samples

Research and respond in a timely manner to accounts with straight forward processing rules, meeting client needs and expectations
Provide timely and accurate updates to clients regarding mailing status, issues that may arise in the course of the project, and other inquires
Engage clients and assist them in understanding the suite of mutual fund products offered
Work with management and Sales Relationship team to raise attention to potential opportunities
Appropriately communicate and raise external client concern in a fashion avoiding unnecessary personal and client anxiety
Update and monitor internal reports to ensure timely and efficient progress of each project
Partner with other Mutual Fund team members, as well as other departments, to continually add efficiency to the day to day processes as well as to increase client happiness
Draw on daily tasks and interactions to further develop understanding of mutual funds and the securities industry
Monitor project completion from initiation through delivery
Strong computer skills, particularly with Microsoft Outlook, Excel, Word and PowerPoint

119

Lead Client Relations Representative Resume Examples & Samples

Handle multiple clients and serve as a liaison between the client and various inter-company departments
Participate or assist in requirements gathering and documentation for smaller scope projects and for components of larger scope projects
Conduct client training sessions, complete accounts receivable collections, monitor SLA compliance, and monitor contract terms and conditions
Remain current on industry/market trends, changes in regulations and government requirements, and on company strategic initiatives, products/services, and system/application enhancements
Lead assigned projects to completion using company tools
Work under general supervision and apply procedural direction for procedures, processes, and techniques to meet the more complex requirements of the position
Client Relations experience
Familiarity with Microsoft Word, Excel & PowerPoint
Ability to maintain a positive attitude and be adaptive to change
Strong work ethic and initiative
Project Management skills
Ability to solve problems
Strong organizational skills and able to multi-task
Attentiveness

120

Associate Director, Client Relations Resume Examples & Samples

Oversight and management of issues and the team members compliance with resolution standards
Client and team member training
Effectiveness of team in building and maintaining client relationships
Resolves escalated issues and promotes risk mitigation throughout the resolution as well as through change
Relevant Experience or Degree in: related field of study from an accredited university is preferred. Relevant experience in lieu of a degree will be considered
Typically a minimum of 8 years
Related professional experience including a minimum of 3-4 years experience in a supervisory position
None Identified

121

Senior Client Relations Representative Resume Examples & Samples

Plan daily, month-end and annual production runs; this includes
3+ years of experience in a client service and/or sales related role
2+ years of experience in the brokerage environment a plus
Ability to work and be flexible in a dynamic, high-pressure environment
Proficiency in PC skills: Word, Excel, PowerPoint, etc
Very detail-oriented, ability to multi-task, and excellent time management and follow-up skills
Ability to establish good personal and working relationships with clients at the senior level
Ability to handle a moderately complex client base

122

Senior Client Relations Representative Resume Examples & Samples

Maintain proficient in multiple company platforms and have in-depth knowledge on particular platforms/applications in order to serve as a resource to others in the resolution of complex problems
Complete accounts receivable collections, monitor SLA compliance, monitor contract terms and conditions, perform user acceptance testing, and craft and lead operational Reviews
Work closely with various internal teams, and anticipate, research, and respond to customer inquiries, typically of a larger scope and increased complexity; raise complex problems/issues to higher levels when necessary
Train customers on products and applications
Provide mentorship and training to lower level representatives
High school diploma or equivalent; BA/BS degree preferred
2+ years of business related work experience in customer service or industry related position

123

Lead Client Relations Representative Resume Examples & Samples

Research and respond in a timely manner to moderately or highly complex Tier 2 and Tier 3 clients with regards to their needs and interests
Monitor the effectiveness of systems, policies and procedures, and make appropriate recommendations to ensure daily operations are efficient
Detail-oriented, able to multi-task, and excellent time management and follow-up skills
Ability to work collaboratively and professionally with internal colleagues

124

Client Consultant, Client Relations Resume Examples & Samples

Exercise risk product subject matter expertise
Develop and maintain awareness of industry standards
Identify, develop, and execute on opportunities for client consultation and optimization in the risk product space (fraud, portfolio management, or new account onboarding)
Relevant Experience or Degree in: No specific field; Combination of relevant training and/ or experience in lieu of degree
Typically Minimum 8 Years Relevant Exp
Previous management and appropriate TSYS experience. TS2 Knowledge; Experience in testing; Business Analysis skills; Experience in large scale project, such as a conversion of product launch
Certification in Testing Discipline
Industry Knowledge - Including US and Canadian and/or UK and European regulations for credit card issuing and associated business principle knowledge
Verbal and Written Communication Skills - Including internal and external audiences

125

Manager, Client Relations Resume Examples & Samples

Establish excellent working relationships with all internal and external contacts that support the Tier 1 accounts
Act as a point of escalation for all services delivered to the client; ensure that ICS delivers on all objectives and dedications to special clients
Research and respond in a timely manner to highly complex or large-size clients with regards to their needs and interests
Participate in dispute resolution for all contract-related issues
3 years of experience in a client service and/or sales related role if no bachelor's degree
Strong proficiency maintaining high client happiness, high results, and overall client advocacy
Experience with MS Office suite of products
Able to multi-task, and excellent time management and follow-up skills
Ability to maintain a positive relationships with clients
Ability to work harmoniously and professionally with internal colleagues

126

Intermediate Client Relations Administrator Resume Examples & Samples

Handing transactional processing inquiries via telephone and in writing (predominantly email)
Work closely with the plan administrators and plan members of group retirement plans by ensuring we are meeting our client’s expectations
Resolving issues quickly, being proactive with what a client may want or need
Good understanding of products offered in GRS
Good understanding of legislation surrounding different GRS product types
High level of phone confidence and professionalism in interaction with internal and external customers
Working with financial data
Bilingual (French & English) would be an asset
Proficient computer skills and ability to learn new programs and systems
Strong keyboarding skills
Strong math skills used to provide values as well as calculate interest on certain transactions
Ability to communicate clearly verbally and in writing at a level appropriate to the listener
Learns quickly an d can be cross trained to perform in multiple functions or roles
Works well with others in a team environment and work towards the achievement of team goals
Adapts to change and assist others in adapting
Strong organizational skills with the ability to manage priorities independently in a rapidly changing environment
Attention to detail with the ability to identify inconsistencies and errors
Ability to problem solve and make decisions
Ability to identify workable solutions to common problems
Independent – seeks guidance where appropriate
High degree of professionalism and ability to maintain confidentiality

127

Manager, Client Relations Resume Examples & Samples

Act as a primary liaison between client and MARCH
Develop and maintain positive relationships with key contacts at clients. Key contacts will be in a variety of functional areas and hold various positions within the client organizations
Attend and facilitate Joint Operating Committee/Delegated Oversight meetings with clients. Manage any MARCH deliverables
Investigate, analyze, and develop creative solutions to complex client specific concerns
Facilitate, coordinate, and hold accountability for completion of reporting requests and action items from the client
Communicate to MARCH management changes in client relationship or client deliverables
Review contractual agreement between client and MARCH to ensure all service levels are continually met
Interact with and educate MARCH internal departments regarding client and regulatory required changes in service levels, reporting requirements, benefits, network requirements, etc
Prepare recommendations to rectify problems, increase client satisfaction, and improve communication
Create, update, and maintain department Policy and Procedures and workflows
Assist in creation of workflows for processes that involve MARCH and the client. Processes should take advantage of technology and increase accuracy and efficiency
Maintain a comprehensive understanding of services performed for client, their LOB(s) and benefit structure
Educate client on all of MARCH’s value added services
Work with Provider Relations regarding network expansions and new markets
Bachelor's degree or higher

128

Product Analyst, Client Relations Resume Examples & Samples

Developing internal subject matter expertise regarding our strategies’ approach, philosophy, and markets, individual investments/credits, portfolio positioning, etc
Supporting Product Specialist(s) in the creation of certain product/strategy content (e.g., pitch books and presentations, competitor analyses, commentary, thought leadership pieces) to help explain strategy positioning, market activity and material portfolio events as needed throughout the sales and service lifecycle in an effort to retain and grow client assets
Craft content and/or make revisions to content as guided, identifying and independently sourcing data to support the desired message and target audience
Stay abreast of and utilize Oaktree’s suite of materials across strategies to capitalize on efficiencies and propose changes
Become familiar with compliance and related industry advertising rules to assist in the creation of compliant content (may include creating supporting documentation in partnership with other Oaktree departments)
Assist Product Specialist(s) with offshoring of collateral for maintenance purposes
At the direction of the Product Specialist(s), assisting with certain operational responsibilities conducted on behalf of our investment teams
1 to 3 years of experience preferably within the financial services or consulting industries
Foundation in investment finance concepts and ability to acquire working knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree
Highly resourceful; ability to quarterback assigned projects to resolution, seeking guidance and escalating issues as appropriate
Experience creating and managing the preparation of presentations and/or client reporting materials, managing multiple projects simultaneously and working collaboratively on a team; and
Intermediate PowerPoint skills and proficiency in Microsoft Excel and Word
Be highly motivated to succeed and to foster the success of his/her teammates
Demonstrate the poise, confidence and professionalism to establish relationships, garner support and engage team members to ensure successful completion of projects
Be a self-starter who originates ideas, and identifies and captures opportunities
Have excellent interpersonal and communication skills (verbal and written) – must show aptitude for explaining technical concepts clearly and simply to clients
Possess outstanding attention to detail and superior organizational skills
Have strong integrity, professionalism and dedication to excellence
Excel in a demanding, fast-paced environment while maintaining the highest quality standards
Be a natural problem solver who can independently identify and recommend improvements to enhance productivity and efficiency

129

Lead Client Relations Representative Resume Examples & Samples

Researches and responds in a timely manner to moderately or highly complex Tier 2 and Tier 3 clients with regards to their needs and interests
Acts as a Client Advocate and interfaces between all Departments
Coordinates new client conversions and existing client testing
Leverages and shares experience with other associates on the team

130

Senior Director, Client Relations Resume Examples & Samples

Maintain and develop excellent relationships with senior client contacts; this includes directing client visits, meetings, conferences and other industry functions
Partner with business owners to further establish strategic initiatives that result in client happiness and increased revenue base
Develop strategies in order to maintain service levels for existing clients as well as support new business development
Monitor risk and exposure as they relate to the Client Relations business unit and clients
Monitor issues to recognize patterns that can be avoided in the future by alteration to the procedure
Participate in the establishment of clearly defined department goals and objectives; communicate these goals and objectives to direct reports through department meetings, as well as one-on-one sessions with associates
Build talent by grooming associates for future management roles
Craft and execute ongoing individual and team staffing and assignment plans to ensure client and associate needs are met
Experience in a client facing/support, leadership role
Ability to work in a dynamic, high pressure environment
Proficiency in various desktop skills -- MS Word, MS Excel, MS PowerPoint, etc
Deeply detail oriented, able to multi-task and possess excellent time management skills
Validated proficiency in maintaining client relationships, achieving high client happiness and working as a client advocate
Extraordinary presentation, communication (written and verbal), and negotiation skills
Previous experience successfully leading a team of associates
Validated proficiency in developing and carrying out strategic initiatives
Ability to maintain a positive relationship with internal business unit leaders to further establish Client Relations strategic initiatives

131

Client Relations Resume Examples & Samples

Coordinates and supports client relations and business development activities, with an emphasis on Maryland’s private-sector site/civil and land development clients
Works directly for the Senior Vice President of Maryland Operations, with additional responsibility to, and coordination with, the Regional Business Development Director, the Business Unit Managers of the Maryland offices, and the Project/Client Managers within those offices
Manages industry events and sponsorship calendar for Maryland offices (to be circulated monthly); tracking Dewberry’s involvement, making recommendations, processing registrations and check requests, and coordinating advertisements and any other materials; the Client Relations Coordinator will personally attend relevant events
Coordinates Dewberry involvement in regional conferences, such as the annual ICSC Mid-Atlantic Conference
Identifies and researches long leads and business opportunities with existing and new clients
Performs research on leads and market trends at the request of team listed above, and other client managers in Maryland’s site/civil-land development practice
Enters leads into the Deltek Vision CRM database and produces a regular report for Sr. VP of Maryland Operations and others
Maintains client contacts, activities, and sales in Vision
Develops understanding of client’s needs and communicates these to client/project managers internally for the purposes of client retention and satisfaction
Provides oversight regarding collecting Accounts Receivable (AR) from clients who have fallen outside normal payment cycle
Coordinates bi-monthly (six times per year) Client Relations-Business Development meeting with team listed above, and other client managers in Maryland’s site/civil-land development practice
Provides input into annual regional site/civil-land development sales planning, and industry event/sponsorship efforts
Sets client meetings and visits to Dewberry offices
Develops and produces customized materials (such as short PPT presentations or customized qualifications packages) for these meetings
Creates, tracks, stores and updates PPT presentations and other materials available for managers in the site/civil practice and the Maryland offices
B.A. or B.S. in Business, Liberal Arts or equivalent experience required
Four+ years client and customer relations experience in a professional services environment
Must have extensive MS Word, MS PowerPoint, MS Excel, CRM database (Deltek Vision), and JD Edwards EnterpriseOne experience. Adobe InDesign and other graphics experience is also desired
Exceptional oral and written communications skills
Effective management skills, including those around planning, organization, and problem identification and resolution
Experience with providing support and/or managing participation in meetings/events/ conferences
Strong interpersonal and networking skills regarding both external customer relations and internal collaboration
At this time, Dewberry will not sponsor a new applicant for work authorization
Dewberry is an Equal Opportunity/ Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity or sexual orientation
Prior to a final offer of employment, the selected candidate will be required to submit to a background screening which may include, but is not limited to, employment verification, educational and other credential verification, driving record check, criminal background check, and an investigative consumer report. These screenings will be conducted by Dewberry’s background vendor of choice and will be conducted in compliance with all applicable federal, state, and local law

132

Client Relations Coordinator Resume Examples & Samples

Solidifies the new owners sale by total contract review
Ensures proper signatures and notarization
Ensures new owner understanding of the terms and conditions of the purchase
Partners with the Sales management and Contracts team to provide excellent customer service
Maintains a high standard of customer service throughout the resort
Follow-up on all missing or incomplete documentation to close the contract
Assist in collecting funds on credit card declines
Attempt to save the sale if purchaser elects to cancel their contract
Collect owner referrals from the new purchaser
Assist in any matter that pertain to solidifying the sale
Assist with departmental daily duties
Full Availability
1 year timeshare sales or Quality Assurance experience
High School Diploma or equivalent
Bilingual preferred

133

Client Relations Account Representative Resume Examples & Samples

This Client Services Representative will be dedicated to a specialized team assisting to fulfill specified requests, serving clients and internal teams across multiple platforms, also assisting to resolving operational issues. This requires the representative to make decisions, work on problem resolution, work with their management to determine required resources and communicate direction to all support staff
Serves as a primary point of contact for receiving, validating and processing internal and external clients requests, works with various departments/divisions to resolve outstanding issues, comply with customer requests, and respond to client inquiries
Interfaces with internal staff and clients to determine present and future needs and discusses progress toward solutions
Coordinates with internal staff, clients, relationship managers, or other appropriate areas to ensure clients are properly serviced, paperwork is properly executed, and all operational arrangements are in place to service assigned accounts
May lead to participation in client loyalty process by informing assigned clients of process, encouraging clients to respond to survey information in a timely manner, participating in follow-up discussions and developing action plans to address any negative comments
Requires proficient computers skills and ability to quickly learn new applications

134

Client Relations Support Representative Resume Examples & Samples

Develops strong working relationships with assigned clients and FIS resources
Responsible for client satisfaction, maintaining client communication, the overall management of the client relationship and client retention activities
Recreates client issues in test environment
Reviews invoices, conducts periodic billing reviews, ensures credits, write-offs and payments are properly applied, works with assigned clients, manages director/relationship manager or billing team to resolve billing
Broad knowledge of FIS products and related services; in-depth knowledge of products and services for which team(s) provide support
Excellent customer service skills that build high levels of customer satisfaction for internal and external clients

135

Projects & Support Manager, Client Relations Resume Examples & Samples

Project manage and delivery of client meetings such as Annual General Meetings and General Meetings
Set up communication channels with shareholders, collecting and reconciling votes and conducting shareholder registration tasks at venues
Client support tasks involve performing (often at short notice) allotting shares, updating client details in our systems, processing name changes and generating bespoke reports
Engage internal stakeholders to oversee delivery of client requirements and assist to resolve issues as they arise
Ensure internal communication tools are updated and accurate
Proactively identify and embrace opportunities to up-sell and cross-sell our products and services
Investigate, escalate and report on errors and problems that arise and take remedial action to prevent recurrence
Making a strong positive contribution to our business by delivering outstanding outcomes for our clients
Exercising a considerable level of commercial acumen and service delivery skill across a facets of the role
Delivering strong results across a spectrum of KPIs
Identify business improvement opportunities
Maintaining regulatory, legislative and market knowledge participation in regular compliance activities (product, process, contract, and audit related) to reduce risk
Significant relevant experience in service delivery and team leadership and management
A strong client focus and the ability to deliver outcomes that exceed client expectations
A track record in achieving goals and key metrics
Experience in sales focused teams
Intermediate to advanced level of computer literacy (predominantly Microsoft Office and experience with proprietary systems)
Strong negotiation skills and well developed commercial acumen
Disciplined use of information management systems
Efficient resource utilisation
Excellent oral and written communications
A friendly and easy going style where teamwork is in abundance
Understanding of the Investor Services or Financial Services market and competition will be highly advantageous

136

Mgr-client Relations Resume Examples & Samples

Minimum 8 years of experience as an HR Generalist/ER/IR Specialist and 5 years of managerial experience
Significant experience working in a fast-paced industrial environment
Labor and industrial relations experience
Proven ability to drive the implementation of an HR excellence plan, balancing critical business unit-specific HR issues with Enterprise HR initiatives and annual goals
Excellent analytical and problem solving skills (identification, solution and execution)
Ability to apply innovative approaches to solve clients’ issues; must possess excellent consulting skills, client focus, client relationship management skills
Experience and demonstrated ability in managing a successful and engaged team
Ability to be extremely flexible, changing work priorities and be able to work on multi-projects/issues simultaneously for multiple client base
Knowledge of human resources legislation to ensure legislative compliance
Understanding of assigned client base business environment and culture to deliver service and support strategies
Excellent communication skills and ability to dialogue with senior leaders to develop effective solutions to business problems
Should have working proficiency in the use of PC software/computer applications that support HR work products
Must effectively use HR information systems to extract data and provide analysis
MBA or Master’s Degree in Human Resources
Bachelor’s degree in HR or Business Administration, or Social Science
Experience with INPO corporate evaluations or similar external HR evaluation processes
Experience in the power generation or nuclear industry
S/PHR Certification
Use of SAP/HR Module

137

Technical Liaison Leader for Client Relations Resume Examples & Samples

Supervising Eurofins Lancaster Laboratories PSS on site team
Managing analytical tasks heading towards a BLA
Budget management; initiating process for PO issuance & tracking them
Following up on project activities with the view to meeting timelines
Managing/tracking sample shipments to/from CMOs/CROs
Coordinate and interact daily with client contacts
Experiencing supervising scientists
Experience managing analytical tasks
Experience managing/tracking sample shipments to/from CMOs/CROs
Knowledge of analytical methods including: HPLC-Based Methods; Gel-Based Methods; CE-Based Methods; Cell-Based Assays; Compendial Assays
Proficiency in Excel and/or Microsoft Project
Bachelor’s degree in Chemistry, Biochemistry or other related degree concentration
Minimum 5 years analytical experience

138

Client Relations Account Executive Resume Examples & Samples

Maintains and manages all aspects of the Client relationship
Understands Clients business and is able to speak about all aspects of servicing and understands the industry and best practices
Main point of contact for client questions, inquiries, and concerns
Maintains work in footprints to ensure timely follow up and trending of issues
Provides a monthly business review for Client on trends, SLA’s, etc
Required to travel to Client’s office on monthly or quarterly basis
Researches, resolves, and reports client problems and inquiries and ensures timely responses back to the client
Ensures daily updates provided to client or client representative through final problem resolution or completion of client deliverable
Prepares data and reports for trending and tracking client concerns/inquiries, and response time to clients
Interacts and communicates with clients and internal staff to ensure concerns, inquiries, and issues are addresses timely and appropriately
Follows-up and ensures Operational managers and supervisors review and revise process, procedures, and controls to prevent future occurrences of problems
Coordinates and conducts proactive client conference calls and meetings – for all functional areas with proposed agenda to ensure prepared for meeting and follow up/final resolution
Responsible for all training and implementation for new client staff members within Client’s shop
Take ownership regarding all aspects of Client satisfaction – ensuring comparisons are done month-to month, escalated issues are brought to attention of manager, suggested solutions are provided, meeting follow up is documented, etc
Performs general clerical functions as needed, such as filing, scanning, faxing, email follow up, maintaining client files, etc
Programs and produces various ad hoc reports in the LPS Passport system
Utilizes all resources internally and externally (agency guides, HUD, etc.) to keep abreast with industry news and changes affecting Client
Maintains thorough knowledge of, and follows all, Investor, Government, Client and Loan Care policies, procedures, and requirements for assigned duties
Maintains a thorough knowledge of the LPS and general workstations to effectively answer the majority of Client inquiries without assistance
Maintain a knowledge of all servicing functions, keep abreast of changes in the industry and present a professional and respectful conduct with Clients and internal staff at all times
Interacts with departments and responsible for understanding each Client’s business rules and type of business and goals
Assist with special projects and assignments
Identifies opportunities to increase revenue and reduce expenses
GENERAL DUTIES AND RESPONSIBILITIES
Assumes responsibility for completion of assigned duties. Exercises authority required to accomplish assigned duties and responsibilities and accepts full accountability for results achieved
Plans and schedules work so that it can be performed efficiently and effectively, reduces costs where possible by improving methods and processes and eliminating non-essential and manual processes and activities
Strives to consistently produce quality results
Learns new skills and expands job knowledge to better perform assigned duties
Maintains high standards of attendance and punctuality
Keeps manager informed of work activities, developments and problems
Complies timely and accurately with instructions provided by manager. If unable to meet a deadline, the deadline must be renegotiated prior to the initial deadline date
Develops a rapport and maintains a cooperative/team work environment with co-workers and management
Develops a rapport and maintains a liaison with all Loan Care clients to keep informed of client’s issues, concerns and priorities
Represent the company as appropriate and authorized
Conducts all contacts in a serious and professional manner
Assist employees in all departments as needed and/or called upon by manager
Minimum of 2-4 years of Mortgage Servicing or Subservicing experience
Prior Management or Executive experience
Very strong relationship or vendor/client management skills
Default knowledge and Industry experience required
Knowledge of agency, HUD, VA and GNMA guides required
Implementation and/or Project management skills desired
Must be able to communicate and work with all levels of management and senior executives
Extensive leadership skills and strong intuitive skills
Excellent, diplomatic and assertive communication skills; oral and written (grammatical)
Ability to deal with clients and team members with integrity, professionalism and assertiveness
Strong negotiation and mediation skills, ability to structure a negotiation that serves the best interests of LoanCare
LPS MSP System knowledge preferred
Detail oriented ability to successfully manage multiple priorities and meet deadlines
Excellent, analytical, problem solving, research, interpretive, and decision making skills
Able to work in fast paced environment
Strong knowledge with MS Word, MS Excel spreadsheets, PowerPoint presentations
Ability to meet client, department and Investor standards with regard to job knowledge, quality, efficiency, initiative, teamwork, customer service, productivity and overall performance
Ability to take initiative and work under minimal supervision, and work under time pressure and deadlines and juggle multiple priorities
Ability to handle varying levels of stress
Must be able and willing to travel

139

Client Relations Audit Coordinator Resume Examples & Samples

Receive, review and track all audits received from Clients and/or 3rd parties (which may include state or other regulatory agencies) for Clients
Log all Client audit requests daily thru Footprints system with date required and track to ensure we are on target
Work with manager to develop daily reporting to ensure meeting timelines
Work with manager to develop an escalation process to ensure timelines will be met
Identify during intake process any questions prior to referring to Audit or Information Services team and communicate with Client by email
Coordinate calls with Client and appropriate team members if audit questions arise
Communicate with Clients on receipt of the review and keep Client and Client Relations Account Executives up to date
Create folders within SFT and communicate name/location to the audit team and Client
Cursory review of audit responses from Audit Analyst in QC – communicate any concerns to manager (prior to communicating with client and/or 3rd party requestor)
Notify Client when items have been delivered and follow up on outstanding items
Responsible for intake of all appeals received on Client reviews and facilitation with the audit team and monitor timeliness of response
Schedule calls with Clients and Client Account Executive on any audit questions
Create a Client audit matrix that identifies timeframes, response timeframes, etc. and communicate with the audit team
Work with Audit Analyst in QC area on audit trends and opportunities
Notify Client Relations senior leadership of challenges, (that might lead to) missed timeframes, etc
Provide monthly status report to manager and SVP of department on items handled, this will include open items as well as completed items
Monthly status report should identify root cause of all findings by department
High School diploma plus relevant 5 or more years business experience
5+ years of mortgage servicing or banking experience preferably in servicing or quality control/compliance
Experience with implementation or Time/Project management helpful
Project management experience helpful
Knowledge of agency, and insurer guidelines related to mortgage servicing
Strong analytical and risk assessment skills
Excellent presentation, customer service and decision making skills
Expert working knowledge of the Microsoft Office Suite, including Word, Excel, PowerPoint as well as experience with mortgage systems, such as Black Knight Financial Service’s MSP system and loan document imaging systems
Excellent attention to detail and strong organizational skills
Concise and professional verbal and (grammatical) written communication skills
Ability to facilitate creative solutions and resolution to challenges
Proven ability to adjust quickly to shifting priorities, multiple demands, ambiguity and rapid change
Ability to collaborate with members of various departments and across all levels of management
Proficient in administrative functions and ability to maintain an efficient follow up

140

Client Relations Department Manager Resume Examples & Samples

Manage assigned Clients under care and staff assigned to specific accounts
Monitor Client Relations day to day operations
Provide guidance, feedback and coaching to staff to improve process and communications
Point of contact internally for escalated issues with Clients and or Client Relations staff
Participate in conference calls with staff on Client related issues as needed
Communicate repetitive issues/gaps to senior management – keep direct manager abreast of Client concerns
Coordinate Client technology updates for team
Oversee day to day deliverables
Ensure staff is up to date on industry updates, changes, best practices that will ensure Client satisfaction
Coordinate and participate in training for new staff
Assignment or allocation of new Clients to team
Participate in management meetings and discussions
Perform all time card verification, performance reviews and conducts interviews for new staff
Able to react to change proactively and to manage/handle other essential tasks as assigned
Servicing and/or Subservicing experience required
Mortgage industry knowledge required
Knowledge of agency and insurer requirements
Previous management or executive leadership experience required
Proficient in understanding of latest technology
Ability to multitask and effectively manage multiple priorities; strong attention to detail
Ability to facilitate creative solutions
Excellent verbal and written (grammatical) communication skills
Excellent problem solving and analytical skills
Knowledge of Word, Excel, Power Point
Excellent customer service skills and decision making abilities
Ability to represent the company in a positive, confident and professional manner
High school diploma or GED, Bachelor’s Degree or minimum of 2 years loan servicing experience and minimum of 2 years management experience

141

Client Relations Development Resume Examples & Samples

Act as an enthusiastic ambassador for Venn to drive excitement for the business and engagement with this key product initiative
Establish and maintain KPI's for the Venn on-boarding funnel, working with Investor Relations to find ways of driving conversion efficiency, ease of use and increased throughput in the client on-boarding process
Lead client demos and presentations with some of the world’s leading institutional CIO's and analysts, soliciting feedback and monitoring insights to drive the evolution of Venn features and product road-map
Create customized client demos and define our marketing efforts to showcase the functionality of Venn and unique value propositions for a range of Two Sigma clients
Play a role in product development and testing of new features and prototypes
Perform on-site demos and on-boarding sessions with clients to assist in their use and uptake of Venn
Interface with Two Sigma's Institutional Advisory Services team to coordinate high touch consulting engagements with Venn users
Engage with Two Sigma Advisers to communicate latest thought leadership and investment research to Venn clients and prospective users
Drive ongoing user engagement and identify ways to improve user experience for existing Venn users
Demonstrates clear organizational skills and attention to detail
Creative problem solver, capable of delivering non-obvious solutions to investor challenges
Product-minded individual who is comfortable interacting with developers, designers and product leads to drive product feedback and testing
Strong communications skills, with experience developing sales and marketing presentations and presenting in front of large audiences
Adaptable, with proven ability to adjust to daily changes in routine or demands with ease and manage demos and presentations with agility and confidence
Takes ownership of responsibilities and KPI's to ensure follow through and achievement of team-wide goals
Patient and approachable, comfortable working closely with both highly sophisticated and less sophisticated technical counterparts
Able to travel as needed to perform demos on-site
Experience in financial services and interest in institutional asset management process and research
Motivated yet humble, a high performer with a team-first mentality
Excited to work in a start-up environment and take on a range of responsibilities with independence and accountability

142

Client Relations Representative NZ Resume Examples & Samples

Respond to all customer enquiries, from nurses and procurement staff in District Health Boards to Clinicians, on a variety of issues
Manage & coordinate consignment inventory and liaise with both internal (sales and management) and external (hospitals and medical staff) stakeholders as appropriate to ensure timely delivery of products. This includes receiving bookings for our orthopedic kits, processing orders through invoicing and following up on outstanding purchase orders
Provide support and information to field sales staff and develop strong partnerships with the team to serve our customers
Ensure orders are processed and entered accurately into the system
Work with Warehouse and Loan Kit teams to investigate customer queries and take ownership to provide solutions
Strong passion for delivering excellent customer service and helping others
Previous experience working in highly complex customer orientated environments /tertiary qualifications in business or health/scientific disciplines
Exceptionally strong problem solving skills
A collaborative and flexible approach working as part of a team
Accuracy and a meticulous attention to detail
Excellent verbal and written communication including a pleasant and confident telephone manner
Able to work in a fast paced environment with urgency

143

Analyst, Client Relations Resume Examples & Samples

Bachelor’s degree (specialization in finance, marketing or related field)
2-3 years relevant experience in investor relations at an alternative investment firm, an alternative investment placement firm, or a consultant is preferred
Strong ability to be flexible and adapt rapidly to changing work requirements
Strong team player and willingness to work outside scope of work and business hours when needed
Excellent presentation, oral and written communication skills in English are required, including a demonstrated ability to communicate complex business messages into clear communication messages and material
Strong financial analytical and business management skill
Proactive, resourceful and self-motivated
Strong client service orientation with excellent relationship building abilities
Strong ability to work and communicate effectively across organizational boundaries and cultures, as well as time zones
Strong organizational skills and project management experience
Understanding of private equity fundraising, structures, operations and investment processes
Experience in various software such as Excel, PowerPoint, and other research tools
Ability to quickly develop competency in manipulating various reporting platforms and systems to obtain usable LP data
Familiarity with IFC, its mission and operations a plus

144

Manager, Client Relations MBS Resume Examples & Samples

Manages relationships with MBS clients, including dealing with their agents, representatives and investors on a variety of matters, e.g. attendance at closing, service quality questions and other matters in connection with client service with a view to maintaining existing business
Major emphasis on client servicing and relationship management to maintain and grow current book of business
Participates in client meetings as required
Business development through regular contact with legal and business communities and works closely with General Manager, Manager MBS, Professional MBS, Business Development Officers and Corporate Trust Officers to maximize opportunities, support the existing client relationship and other supporting activities
Prepare presentations and present to clients and prospects as required
Respond to client inquiries and questions on various contractual, legislative, administrative and policy issues, either by phone or in writing, including researching issues, analyzing client needs and/or consulting with internal corporate staff (eg. MBS area, Manager – MBS, General Manager, Legal etc.)
Participates in the roll out to clients of new product offerings – assists Business Improvement Group with information gathering
Reports (verbally or in writing) information on client accounts to senior management, specifically regarding potential new and lost business as well as client contact activity
Reviews and responds to client questions and concerns regarding changes or exceptions to policies and procedures or changes to contractual agreements or services offered
Striving for and achieving client retention, the continual nurturing and growth of the client
Exercise considerable judgment and discretion in completing assignments
Participate in responding to RFPs and subsequently assist on bringing client on board
Participate on conference calls to establish new business and review current client deliverables
Work to maintain the positive profile of the organization in the marketplace
Participates in external Industry forum/conference as needed
Participates in industry and internal process analysis, policy and procedure development and implementation
As required, participate in Senior Management Strategy Sessions
If required, manages various types of special projects related to MBS
Maintain necessary standards of knowledge and expertise in applicable areas of securitization and mortgage backed securities area as well as internal policies and procedures
3-5 years’ experience in financial, corporate/commercial or securities industry (preferably with exposure to MBS or Asset Backed Securities ‘ABS’ products) at an intermediate or professional level
Work related experience within the, Securities, Financial Services and Product Support Industry
Exposure to securitization or structured finance products or other experience and exposure to off-balance sheet financing or work with Special Purpose Vehicles (SPV’s)
Well-developed written and verbal skills to prepare material where interpretation, analysis, assessment &/or creativity requiring the ability to articulate and present complex and abstract ideas or opinions is necessary to effectively communicate to diverse groups
Excellent interpersonal, problem solving and decision making skills
Proven client service experience
Ability to manage multiple projects with strict and often conflicting deadlines

145

Client Relations Account Executive Resume Examples & Samples

Contact for client questions and inquiries and ensures responses are within required SLA
Receives inquiries thru Footprint tracking and maintains communication within system
Through inquiries received, identify and communicate to manager any suggestions/opportunities to improve the Client experience
Utilizes footprints codes for tracking and trending of Client and customer issues to be reviewed by manager
Follows-up and works with manager on identification of process gaps who will engage operational managers to revise process, procedures, and controls to prevent future occurrences of problems
Participates in client conference calls and visits/meetings and assists with proposed agenda items
Assists with working on action plan items as designated by manager or senior team members
Assist with education and training for new and existing Clients to lessen repetitive Client questions
Ensure all inquiries are documented and escalated issues presented to manager with suggested ideas and solutions
Maintains a thorough knowledge of the LPS, DLV, Myloancare, SFT and general workstations and system to effectively answer the majority of Client inquiries without assistance
Identifies opportunities to increase revenue, reduce expenses and increase efficiency within the team
Assist other team members as needed due to volume spikes
Minimum of 2 years mortgage servicing experience
Ability to communicate and work with all levels of management and executives
Strong knowledge with MS word, excel spreadsheets

146

Client Relations Liaison Resume Examples & Samples

Establishes and maintains on-going relationships with referral agencies (within designated territory) to assist with program recommendations for clients and the services they will receive at our residential facilities
Visits referral agencies (within designated territory) to communicate program services and retrieve customer information as it relates to their needs
Schedules presentations and meetings with referral sources and communicates progress to their supervisor
Develops basic understanding of regional funding issues that effect and influence referral agencies
Establishes and maintains relationships with Youth Services Programs in effort to communicate customer and client issues
Maintains contact with programs in relationship to client issues such as incidents, progress, and court dates as well as assist with communicating these issues to appropriate outside referral agencies as needed
Submits weekly, monthly, and other required reports on time
Conducts analysis of referral activity and develops a plan that outlines tasks to accomplish to impact admissions
Prescreens prospective clients, gathers and review background/referral materials and information, and coordinates intake arrangements for clients
Contacts parents/guardians to discuss programs being considered for client placements
Collects and distributes all required documentation for prospective and admitted clients such as court records, medical or surgical consents, and immunization records
Assists appropriate staff members to ensure timely development and implementation of continuing care plans
Networks within the community to develop continuing care resources for discharged clients
Attends court hearings for client reviews, commitments and discharges
Attends staff meetings and conferences
Supports the Youth Services’ philosophy and mission and promotes the Seven Key Principles of care

147

Lead Client Relations Representative Resume Examples & Samples

You will research and respond in a timely manner to moderately or highly complex Tier 2 and Tier 3 clients with regards to their needs and interests
Demonstrates and shares experience with other associates on the team
Confirmed proficiency in maintaining clients, high client satisfaction results and overall client advocacy
Knowledge of the Broadridge Vision statement and the Quality Policy; reviews regularly to understand the dedication to excellent client service and continual improvement while confirming to these policies and principles at all times
Minimum of 3 years experience in a client service and/or sales related role if no bachelor's degree
Experience with MS Office suite of products required
Very detail oriented, ability to multi-task, and excellent time management and follow-up skills
Able to maintain a positive relationship with day-to-day client contact
Able to work harmoniously and professionally with internal colleagues

148

Client Relations Administrator Resume Examples & Samples

You will become a member of asmall team that provides high level support for 800 clients
You will perform as a self-starter with excellent social skills
You will research and respond, in a timely manner, to simple and moderately complex clients (both small and mid-sized) with regards to their needs and interests
You will monitor the effectiveness of systems, policies and procedures and make appropriate recommendations to ensure daily operations are efficient
2+ years of experience in a client/customer service position
Ability to bring creative skills and ideas to the team from prior experiences
Ability to work in a highly collaborative team environment, sharing phone and inbox responsibilities
Strong desire to take on leadership responsibilities over time
Strong analytical skills: ability to gather data, resolve the root cause and solve for the future
Strong written and oral communication skills and the ability to fully articulate ideas
Ability to handle multiple clients and multiple products
Proficiency in Microsoft Office; Microsoft Access experience strongly preferred
Industry experience a plus

149

Client Relations Administrator Resume Examples & Samples

Investigate inquiries to understand the fundamental cause of the problem and work with colleagues to facilitate process corrections to prevent recurrence
Actively participate in acclimating to the role, learning from peers and ensuring accurate understanding of the role and tasks
Have a logical approach to gathering data and analyzing it to solve client inquiries
Excellent social skills and ability to work with various colleagues and clients
High-caliber analytical skills will be used to gather data, figure out the root cause and solve for the future
Strong communication skills preferred and the ability to fully articulate ideas
Strong attention to detail with great time management skills and the ability to multi-task
Strong PC knowledge required including Microsoft Office, Word, Access, and Excel
Industry knowledge of Proxy and Reorg is a plus

150

Client Relations Coordinator Resume Examples & Samples

Answer all incoming calls and forward them to the appropriate party
Meet and greet customers. Have new customers complete a customer information card
Project a professional and service-oriented image to all customers
Assist Sales Coordinator/Office Manager with all files, paperwork, Getaways! and clerical support
Input information into customer databases
Attend and assist with the preparation of boat shows and other off-site promotional events
Process all outgoing mail and sort and distribute incoming mail
Actively participate in boat shows and other off-site promotions such as Getaways!. Assist with the scheduling of guests for Getaways! trips
Assist with the local advertising and branding efforts
Maintain strong vendor relationships with various marketing partners including ad agencies, technology partners and public relations firms
Keep current on best practices and emerging technologies and trends within the industry
Drive social media communications for store. Plan, develop and schedule content, create response-generating contests and campaigns, interact and engage with customers and respond to questions
Arrange for transportation, accommodations, activity equipment and services personnel
Provides customer with event related brochures and publications containing event information such as local customs, points of interest, and special events occurring in various locations
Confer with customers in person or by telephone to answer questions and explain event or promotion including event schedules, points of interest, restaurants, hotels, dock space, or other accommodations
Assist with creation of event flyers and other local promotional materials
Provide administrative support as needed

151

Client Relations Representative Resume Examples & Samples

Bachelor’s Degree or equivalent experience is required
Minimum of 2 years of sales/relationship marketing experience
Ability and willingness to demonstrate and maintain competency as required for job title and the unit/area(s) of assignment
Ability to work occasional weekends and evenings as projects necessitate

152

Client Relations Coordinator Resume Examples & Samples

Be an expert on the PRIV platform (iOS, Android, and web)
Handle all inbound and outbound user communication through phone, email and live chat
Prioritize and troubleshoot user issues with a sense of urgency
Proactively assist users with recommendations and general account support
Maintain a strong user satisfaction score
Contribute to special client relations projects
Participate in cross-departmental initiatives
Be a champion of the PRIV brand
Experience with Intercom.io
Experience with Zendesk
Experience with Slack
Experience in a call center

153

PAG Business Management & Client Relations Resume Examples & Samples

Communicate complex financial topics in a simplified way, to senior Technology leadership
Articulate technology business management process and requirements
Mature the business managers from administration to enablement
Negotiate with senior stakeholders on process and priorities
Implement and manage the governance and change process
Ensure execution of WM Technology priorities
The position requires proven technology financial and business management process expertise, change management expertise, and an ability to navigate within some ambiguity, to achieve the desired results
A minimum 15 years of experience in a technology governance, business management, finance, or similar capacity
Understanding of technology finance concepts and structures, including portfolio reporting, P&L, Total Cost of Ownership (TCO) and asset-based reporting, and resource demand/planning
Ability to interface well with senior technology and business clients
Strong communication and inter-personal skills, strong leadership, coordination and facilitation skills
Ability to interpret ambiguous requirements to create a meaningful set of deliverables
Experience in the financial services industry, and specifically wealth management, is helpful
Technology project and business management experience
A proven ability to prioritize competing demands
Ability to compile complex and varied data into information that can be utilized to manage and measure performance
A high proficiency in Excel, PowerPoint, and other desktop tools is required

154

Client Relations Compliance Manager Resume Examples & Samples

Continually updates Default procedures with most current Agency, State and Federal requirements including compliance testing mythologies ensuring LoanCare’s Default Operations continually improves and proves compliance scores
Routinely samples critical default management controls and publishes finding to senior leadership as QA finding
Maintains, manages and owns all aspects of Client, Investor, Customer issues through resolution for default related items
Understands LoanCare’s businessobjectives; providing strategicsupport, industry best practice and innovative solutions to ensure LoanCare’s Clients, Investors and Customers are served quickly and accurately
Manage deliverables on Compliance and internal business projects providing timely and accurate updates as required to stakeholders including Clients
Primary contact for Legal, Compliance and Account Executives inquires
Maintains work in footprints to ensure timelyfollow up and trending of issues
Travel as required to support LoanCare’s Clients and Businesses may be required
Required to organize all meetings, meeting follow ups internally and externally
Required to document any Compliance, Legal or Client requirements for servicing defaulted loans
Researches, resolves, and reports Client, Compliance, Legal issues ensurestimely responses
Ensures daily updatesprovided to Client, Compliance, Legal throughfinal problem resolution or completion of client deliverable
Provides data and reports issue resolutions as required
Interacts and communicates with Client, Compliance and Legal and external resources to ensure concerns, inquiries, and issuesare addresses timely and appropriately
Ensure identified process failures have documented controls to prevent repeat occurrences
Facilitates or participates in Default meetings with Compliance, Legal, Clients and Investors
Makes recommendations to change process, procedures and management controls based on results of problem research and the final solution to client raised issues and concerns
Utilizes all resourcesinternally and externally (agency guides, HUD, etc.) to keep abreastwith industry news and changes affecting Client
Maintains thorough knowledge of, and followsall, Investor, Government, Client and Loan Care policies, procedures, and requirements for assigned duties
Maintains a thorough knowledge of the BKFS-MSP and LoanSphere workstations to assist with general inquires
Identifies opportunities to increase revenue and reduce expenses and or risk
Able to react to changeproactively and to manage/handle otheressential tasks as assigned
5+ years Servicing and/or Subservicing experience required with concentration in Default Servicing or Client oversight
Mortgage industry, agency and insurer experience required
Previous experience with Implementation or Time/Project Management
Proficient in understanding of latesttechnology
Excellent time management and relationship skills
Ability to multitask, take initiative and effectively managemultiple priorities; strongattention to detail
Knowledge of MS Word, MS Excel, and PowerPoint
Proficient in administrative functions and abilityto maintain an efficient followup
General knowledge of mortgage servicing or subservicing required
High school diplomaor GED, Bachelor’s Degree or minimumof 5 years loan servicing experience
Minimum of 2 years client, vendor or audit oversight is required

155

Client Relations Administrator Resume Examples & Samples

Accurately handle all client service requests from initial point of contact utilizing our administrative systems within the defined service standards seizing value added opportunities
Identify gaps or errors in the knowledge databases and provide feedback/corrections to documentation, procedures etc
Analyze complex issues to find appropriate resolution mitigating risk to the company
Utilizing sound judgment and risk assessment when recommending exceptions outside guidelines
Identify opportunities to improve operational process/practices and influence decisions
Leading by example and modeling the way for junior staff to support, develop and maintain strong collaborative teams and customer relationships while providing excellent service
Provide knowledge transfer through subject matter expertise and backup support to the team while continuing leadership skills development
Keep current with company policies/procedures and provide subject matter expertise to internal or external partners. Expectation of measures around accuracy and service excellence are met

156

Client Relations Support Representative Resume Examples & Samples

Provides in-depth product support to FIS clients by resolving incoming inquiries via phone and FIS portal
Ability to understand application functionalities to support client system change requests
Responds to customer product inquiries via telephone or in written internet-based email or chat sessions
Troubleshoots problems with malfunctioning software applications and recommends corrective action
Documents customer information and recurring technical issues to support product quality programs and product
Prior banking or finance related experiences a plus; personal banking experience preferred
Documents client information and recurring technical issues to support product quality programs and product development
Knowledge of FIS products and services
Strong analytical skills
Organizational and time management skills required
Self-starter with proven ability to work independently
Extremely comfortable working with computers and a variety of applications
Excellent oral and written communications skills

157

Client Relations Administrator Resume Examples & Samples

Acts as a Client Advocate and interfaces between all relative departments on the Client's behalf
Provides consultative options/approach for client requests leveraging knowledge of market regulations and requirements for Mutual Funds and Retirement Solutions
Effectively maintains client relationships and achieves high client satisfaction results, while ensuring SLAs and contractual obligations are met
Partners with other team members, as well as other departments, to continually add efficiency to the day to day processes as well as to increase client satisfaction
Facilitate and participate in business process training and fundamentals of Marketing Communications
Quickly assess issues and critical concerns, determine their impact, and identify steps to resolution
Craft and maintain procedural documentation related to Broadridge client processes
Adheres to company procedures and policies to represent the company's best interest in their individual actions
Proven history of strong organizational, verbal and written communication skills
Ability to multitask, prioritize, and follow through on tasks to meet deadlines
Capability to thrive in a dynamic, diverse working environment
Highly adaptable and team oriented
Demonstrate professional presentation skills to collaborate with internal and external groups
Must work in an ethical, professional manner with a client centric focus
Self‐motivated and results driven with strong analytical skills

158

S Client Relations Representative Resume Examples & Samples

Initiates calls to clients to review their HRS products and to discuss 401(k) information, focusing on compliance testing, plan participation, and plan setup
Analyzes clients to identify those not in compliance; explains situation to the client and recommends the best course of action; persuades the client to move forward to rectify the situation
Assists clients with determination of appropriate retirement plan options and amendments
Places outbound calls to clients potentially leaving the HRS product line; ensures retention through discount billing, additional technical reporting, and providing other services as necessary
Troubleshoots to resolve specific HRIS, payroll, or related system issues to ensure issue completion and accuracy of problem resolution
Utilizes multiple computer software packages, including HRIS, Sungard, FlexSoft, and ORS, to answer specific client requests
Logs and documents client conversations/issues to capture trends and troubleshoot specific HRIS, payroll, or related system, product, or procedural issues
Prioritizes issues received from callers and management to ensure quality service and issue resolution
Conducts enrollment meetings for client's employees to increase 401(k) participation. Provides a full explanation of retirement plan benefits, answers questions, and influences participant enrollment
Works with the Compliance Department to research and resolve client issues concerning Paychex products, including 401(k) and S125
Identifies process improvement opportunities, including enhancements to internal processing and client communications; makes recommendations and presents them to management through written proposals or formal presentations
Develops, reviews, and updates product documentation in order to create consistent resources throughout the HRS organization
Develops and delivers presentations on various campaigns or HRS topics to peers, supporting departments, and Supervisors or Managers for campaign training or awareness

159

Bil Client Relations Rep Resume Examples & Samples

Responsible for representing Invesco in a professional manner across all media types (i.e., by phone, through written and e-mail communication and web material)
Demonstrating strong multi-tasking skills while still being accessible to our client base by performing the day-to-day operations
Bilingualism (French/English), required

160

Associate, Institutional Client Relations Resume Examples & Samples

Coordinate the business development and client servicing effort for institutional clients in Asia ex Japan
Proactively build understanding of the clients organizational structure and investment priorities
Continuously evaluating client needs, designing an organizational approach to relationship management and providing value added services
Manage reporting for the client accounts and assist in compiling presentation materials for internal and external client meetings
Establish and maintain regular communication with institutional sales
Coordinate client requests promptly and accurately
Actively measure and monitor success of client accounts business plan execution
Assist with ad hoc projects as assigned and be responsible for the quality and satisfaction of the project
Consistently seek ways to better service clients and improve internal coordination
Organize and prioritize time and resource to meet goals and expectations
Work closely with the Head to initiate, lead, and participate in regular CR projects
Maintain a harmonious and upbeat team spirit
A minimum of 3 years prior working experience in the financial services industry, preferably in marketing/asset management sector with client relationship management experience
An understanding of investment funds and its operations
Effective communication (written and verbal)
Analytical and organizational skills to determine the needs of the client and implement feasible solutions
High accuracy and attention to details

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