Client Relationship Associate Resume Samples
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Client Relationship Associate Resume Samples
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Keebler
3412 Weber Parks
Detroit
MI
+1 (555) 702 4803
3412 Weber Parks
Detroit
MI
Phone
p
+1 (555) 702 4803
Experience
Experience
Los Angeles, CA
Client Relationship Associate
Los Angeles, CA
Mitchell-Collier
Los Angeles, CA
Client Relationship Associate
- Talent Management:Provide guidance and assistance to other team members and/or Branch staff
- Prepares new account paperwork and opens accounts maintains, updates, and manages information
- Correspond with clients and assist them with their account paperwork
- 3 Training on technology supporting Adviser Blueprint (AB) and Russell Wealth Management (RWM)
- Coordination of all regional team APRs, AIRs, Strategic Action Plans and other client reports including the development, data extracts, editing, printing, binding and shipping
- Coordination of PoD This includes ordering, reviewing and tracking delivery of enrollment kits plus the following up with clients to schedule their orders and coordinating cataloged forms with PoD and PSD
- Creation and running of reports in PSD and the Business Intelligence Tool for reporting such as participation rates, participants by fund, and other key plan statistics as requested by the AE and/or Communication Consultant
Detroit, MI
Direct Client Relationship Associate
Detroit, MI
Bernier and Sons
Detroit, MI
Direct Client Relationship Associate
- Proactive outbound calling campaigns
- Act as centralized knowledge base for operations, field service and sales
- Own the client relationship for Transamerica Retirement Service small plan clients
- Service specialists groups (operational areas)
- Act as liaison between plan sponsor, broker, third party administrators Transamerica Retirement
- Interpretation of discrimination testing rules and results. Consultation on solutions to failed testing
- Provides information and support to assist clients and co-workers either in person and/or via the phone
present
Boston, MA
Dedicated Client Relationship Associate
Boston, MA
Crona-Schinner
present
Boston, MA
Dedicated Client Relationship Associate
present
- Manage work flow queues to ensure customer based service standards are met
- Manage an assigned book of business
- Interpret and explain plan provisions and recommend alternative plan design provisions to accomplish clients' goals
- Consultation with clients on a variety of plan options including company mergers, plan terminations
- Support field service team in managing the day to day relationship of the large plan client relationships
- Resolve licensing and commission issues. Explain commission options to agents
- Consult with clients and brokers on plan design issues, plan enhancements or upgrades including conversions of older investment contracts to the latest products and services
Education
Education
Bachelor’s Degree in Complexity
Bachelor’s Degree in Complexity
Iowa State University
Bachelor’s Degree in Complexity
Skills
Skills
- PC proficiency, proven ability to multi-task, excellent attention to detail, strong problem solving skills, excellent verbal and written communication, and genuine desire to want to assist clients
- Assist in planning and coordinating business development events, marketing events, marketing activities / initiatives and client appreciation events to ensure a high profile for TD Wealth and TD Bank
- Ability to function as a member of a team dedicated to quality client service, the ability to stay focused under pressure and prioritizes workload in order to manage time
- Experience and strong knowledge of research databases, tools and applications, including (but not limited to) Nielsen, Scarborough, MRI, Kantar, BIA/Kelsey, eMarketer, and comScore
- Strong strategic capability set with ability to rigorously define, prioritize, and execute across a complex range of categories, customers, products, and functional groups
- PC proficiency, proven ability to multi-task, excellent attention to detail, strong problem solving skills and excellent verbal and written communication
- Highly numerical with excellent attention to detail and accuracy
- Detail oriented and highly organized
- Knowledge of cable television, digital products, and advanced advertising products
- Strong ability to work across an organisation, building effective working relationships with colleagues
7 Client Relationship Associate resume templates
Read our complete resume writing guides
1
Asset Management Private Bank Latin Client Relationship Associate Resume Examples & Samples
- Familiarize yourself with the Integrated Team's book of local clients by leveraging all existing client documentation and systems
- Along with middle office team open, maintain, update and close local accounts in compliance with internal bank standards, regulation and suitability requirements
- Commercial skills: strong commercial awareness, interpersonal, negotiation and closing skills are essential
- Communication skills: ability to deal with clients/operations phone skills, general communication to follow up with clients/operations
- Organizational skills: ability to manage and complete multiple tasks, responsibilities with multiple organizational units
- Investment skills: Interest in and knowledge of capital markets
- General accounting skills: Appreciation for working with numerical data
- Relationship management skills: Must have strong interpersonal skills
- Strong comprehension of financial markets
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
- Full proficiency in English
2
Dedicated Client Relationship Associate Resume Examples & Samples
- Manage an assigned book of business
- Consult with clients and brokers on plan design issues, plan enhancements or upgrades including conversions of older investment contracts to the latest products and services
- Interpret and explain plan provisions and recommend alternative plan design provisions to accomplish clients' goals
- Must have 3- 4 years Retirement Plan experience preferred (QKA or QPA)
- Must have 2 years client servicing experience
3
Direct Client Relationship Associate Resume Examples & Samples
- Support field service team in managing the day to day relationship of the large plan client relationships
- Act as liaison between plan sponsor, broker, third party administrators Transamerica Retirement
- Service specialists groups (operational areas)
- Manage work flow queues to ensure customer based service standards are met
- Held accountable for daily, weekly and monthly performance standards
- Proactive outbound calling campaigns
- Train client, brokers and third party administrators on administrative tools available through our plan sponsor web site (enrollment kit solutions and plan administration tracking)
- Own the client relationship for Transamerica Retirement Service small plan clients
- Interpretation of discrimination testing rules and results. Consultation on solutions to failed testing
- Consultation with clients on a variety of plan options including company mergers, plan terminations
- Additional responsibilities may include: coordination with Third Party Administrators on our product and procedures; track unallocated deposits on the Pending Deposit Register; interpretation of Transamerica Retirement Service participant and activity statements for clients and other client reports; consultation on procedures and options for participant distributions
- Series 6 license preferred, but not required
- Must have excellent business writing skills
4
Client Relationship Associate Resume Examples & Samples
- Act as centralized knowledge base for operations, field service and sales
- Resolve licensing and commission issues. Explain commission options to agents
- BA/BS or comparable experience preferred
5
Registered Client Relationship Associate Resume Examples & Samples
- Bachelor’s degree or industry experience comparable to Bachelor’s degree
- 5-9 years of prior industry and/or administrative work experience or an equivalent combination of education and experience from which comparable knowledge and abilities can be acquired
- Must be Series 7/63 or 7/66 or 7/63/65 licensed
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, LiquidOffice etc.)
- Excellent verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information
- Emotional Intelligence - Able to communicate with respect using appropriate language and voice volume in all situations
- Good interpersonal skills -- ability to effectively and proactively work with both external and internal clients and relate with others in order to accomplish work responsibilities and objectives. Willing and able to research and provide an answer or feedback within 24 hours of initial
- Strong organizational skills -- consistent ability to prioritize work flow of self and Financial Advisors in order to achieve specific goals in a timely manner
- Proven reliability in attendance and performance. Strong work ethic, 90% of your day is spent actively working on FA/Client requests
- Detail oriented with an emphasis on accuracy. Critical thinking and proactive problem solving skills
- Good analytical skills with ability to perform semi-advanced math
- Understands compliance regulations including the client complaint process and correspondence policies. Maintains client confidentiality in all situations
- Staying current and understanding firm policy and procedures in an ever changing regulatory environment, being able to articulate the reason for certain requirements to clients as needed
6
Client Relationship Associate Resume Examples & Samples
- Coordination of all regional team APRs, AIRs, Strategic Action Plans and other client reports including the development, data extracts, editing, printing, binding and shipping
- Development of client ready installation materials including: SmartMoves, fund mapping documents, plan highlights and other materials as applicable
- Creation and running of reports in PSD and the Business Intelligence Tool for reporting such as participation rates, participants by fund, and other key plan statistics as requested by the AE and/or Communication Consultant
- Coordination of educational efforts with PAS enroller requests, meeting schedules, sending client info to enrollers, and coordinating client meeting materials
- Assist the Client Relationship Specialist (CRS) and Client Relationship Consultants on Fund Changes including tracking of steps and progress through the steps
- Coordination of Marketing and Legal approval of all custom documents
- Assist RVP in tasks related to team meetings, training and client/advisor events
- Assist RVP by coordinating new hire candidate interview activities such as schedules, travel, meeting facility arrangements, expense reimbursements, and other tasks as appropriate
- Handle and route client/advisor inquiries in the absence of RVP/AEs/CRS as appropriate
7
Client Relationship Associate Resume Examples & Samples
- Handling of client cash management requests – wires & ach transfers, checks requests and general maintenance
- Assist and participate in an efficient and effective service process that tracks service requests, measures response time, and monitors follow-ups through the contract management system
- Primarily responsible for preparing all client paperwork and ongoing client account service requests
- Prepares new account paperwork and opens accounts maintains, updates, and manages information
- Processes internal paperwork and client correspondence, handling daily client requests and taking appropriate action
- Performs any other duties as assigned
- Bachelor’s degree required or comparable work experience of three to five years in administrative activities; preferably in the financial services industry
- Must be Series 7 licensed & 66 or 63 & 65 licensed. Or complete within 1 year of hire
- Strong analytical skills with a focus on detail. Ability to tolerate multiple assignments, works within deadlines and produce accurate results
- Proficiency and experience with Microsoft Office (Word, Excel, Outlook)
- Superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team
- Strong written and verbal communications skills are a must and ability to effectively relate to others
- Ability to function as a member of a team dedicated to quality client service, the ability to stay focused under pressure and prioritizes workload in order to manage time
- Proven professional performance in a high-pressure, high-production, numbers oriented environments. Willingness to work extra hours when required
8
Client Relationship Associate Resume Examples & Samples
- Business Management:Develop action plans to improve team efficiency, practice management, client experience, etc
- Relationship Management:Deliver a legendary (gold standard) client experience
- Planning:Develop IWPs and complete financial plans, while leveraging wealth considerations and retirement planning strategies
- Sales Support:Identify sales opportunities with current and target clients
- Compliance and Risk Management:Ensure all policies, procedures and required documents are adhered to and comprehensively completed
- Client Service:Sound operational execution based on knowledge of full service brokerage
- Talent Management:Provide guidance and assistance to other team members and/or Branch staff
- Minimum of 5 years' experience in related role
- Ability to proactively identify the needs of the client
- Incorporate the Client Experience into daily routine
- Build a strong rapport with clients, prospects and COI’s with ease
- Act as a go-to person in the branch, in which others can go to for help/training/mentoring
- Demonstrate high organizational skills
- Proactively maintain open communication with IA/team
- Active involvement in CSA/Branch meetings & sharing ideas
- Possess excellent communication skills, both written and oral
- Analytical, affinity for data, numbers and segmentation
- Ability to work in a fast-paced and dynamic environment
- Expert use of industry/firm software (Croesus, ISM, Thomson ONE, IWPS, Order Management)
- Advanced use of Excel, Word and PowerPoint for the preparation of documents for prospects, clients and marketing materials with minimal guidance from IA
9
Client Relationship Associate Resume Examples & Samples
- Fielding ad hoc requests from advisers and coordinating with other associates inside and outside the UK PCS team to respond to these requests
- Proven office experience in a sales environment ideally Asset Management/Finance
- Advanced skills in MS Office applications, in particular Word and Excel
- Knowledge of Russell’s portfolio management and manager research processes preferred
- High level of professionalism – confidentiality, discretion, decision making, judgment in resolving problems and recommending a course of action
- Highly numerical with excellent attention to detail and accuracy
- University undergraduate degree or equivalent qualification / equivalent experience
10
Client Relationship Associate Resume Examples & Samples
- Business Management: Develop action plans to improve team efficiency, practice management, client experience, etc
- Relationship Management: Deliver a legendary (gold standard) client experience
- Planning: Develop IWPs and complete financial plans, while leveraging wealth considerations and retirement planning strategies
- Sales Support: Identify sales opportunities with current and target clients
- Compliance and Risk Management: Ensure all policies, procedures and required documents are adhered to and comprehensively completed
- Client Service: Sound operational execution based on knowledge of full service brokerage
11
Client Relationship Associate Resume Examples & Samples
- Responding to customer inquiries with detailed information regarding existing accounts, mutual fund products, fund objectives, and legal requirements
- Performing account transactions, updating account history, and analyzing/researching account activity and history
- Previous customer service experience, experience in a call center or financial services a plus, and a high school diploma or equivalent
- PC proficiency, proven ability to multi-task, excellent attention to detail, strong problem solving skills and excellent verbal and written communication
- Knowledge within the financial industry is helpful but not required
12
Client Relationship Associate Resume Examples & Samples
- Minimum three years of strong brand, product, integrated marketing, and/or advertising sales marketing experience
- Knowledge of cable television, digital products, and advanced advertising products
- Experience developing and executing successful 360 degree marketing programs
- Strong strategic capability set with ability to rigorously define, prioritize, and execute across a complex range of categories, customers, products, and functional groups
- Outstanding verbal, written, and interpersonal communications with overarching skill to translate data, information, and research into powerful points of view—ability to craft and tell a compelling story. May be required to attend or assist with high exposure Sales calls as a Client Solutions subject expert
- Previous experience in supporting a team of advertising / marketing professionals. Agency, Media, and/or Ad Sales is highly preferred
- Experience and strong knowledge of research databases, tools and applications, including (but not limited to) Nielsen, Scarborough, MRI, Kantar, BIA/Kelsey, eMarketer, and comScore
- Familiarity with and experience in digital marketing; understanding of online campaign development, metrics and optimization strategies
- A minimum of a Bachelor’s degree in Marketing, Business or a related field is preferred
13
Client Relationship Associate Resume Examples & Samples
- Responsible for client retention by working with Gartner for Technical Professionals (GTP) clients to meet usage thresholds
- Assist clients in maximizing the number of users registered for research
- Maintain at a minimum quarterly contact with key contacts
- Collaborate effectively with internal business units including Sales and Research Engagement Services (RES)
- Fulfil all research requests: receive request, interpret and deliver responses to client based on client expectations
- Handle and protect confidential and sensitive data with integrity
- Prepare documents and emails using Word, Outlook, and proprietary software
- Critical thinking while speaking with clients and being able to inform internal analysts of questions and problems faced by clients
- Degree qualification or equivalent experience preferred
- Experience in a B2B environment, ideally working with targets/KPIs
- High personal motivation, self-management, and detail-orientation; ability to take responsibility in meeting deadlines and making progress without direct supervision
- Articulate and tactful communications skills; readiness to meet and work directly with clients
- Ability to prioritize and handle multiple requests concurrently
- Capacity and will to learn new software, research methods, and work routines quickly, flexibility in responding to new research opportunities as they arise
- Knowledge and interest in major technology areas
- Strong existing computer skills with Microsoft Office software, and general Internet and electronic communications
- Interest in professional development toward future growth and advancement
14
Client Relationship Associate Resume Examples & Samples
- Degree preferred
- 3-5 years business experience, 2-3 years account management experience
- Knowledge of major technology areas
- Motivation to engage in and manage a wide range clients
15
Client Relationship Associate Resume Examples & Samples
- Degree qualification or equivalent experience
- Written and spoken fluency in Swedish and English
- Experience in a B2B environment, ideally working with targets/KPIs; degree preferred
16
Client Relationship Associate Resume Examples & Samples
- Proactively work with clients to understand their current IT related business initiatives and align them to the appropriate Gartner research and expertise
- Minimum 1-3 years of experience within a professional business setting AND/OR recent graduates with 1-2 business related internships
- Experience within a performance based environment preferred
- Excellent verbal and written communication skills (Organize and communicate information clearly)
- Strong computer efficiency (Microsoft Office Suite)
- Interest or experience in IT related industry
- Ability to plan and prioritize daily tasks and responsibilities
- Ability to work independently to meet individual performance goals
- Proven ability to build relationships
17
Client Relationship Associate Resume Examples & Samples
- Work cross functionally within the matrix organization to complete assigned transactions, tasks and special projects
- Provides information and support to assist clients and co-workers either in person and/or via the phone
- Other duties as assigned by Client Services leadership team
- Bachelor’s degree or a minimum of two (2) years equivalent work experience in SAAS, corporate wellness healthcare management, and/or human resources/benefits administration role is preferred
- Willing to actively engage in and contribute to the corporate culture and uphold the company values
- Experience supporting and serving clients and/or client-facing teams in a service oriented industry
- Professional demeanor and excellent communication skills (written and verbal)
- Expert computer skills (MS Word, Excel, and PowerPoint)
- Action oriented: Works smart and independently, is high-energy, highly responsive, seeks out & tackles challenges and is results-focused
- Multi-Tasking: Willing and able to handle multiple transactions, projects and tasks. Knows if, when and how to leverage available tools, support and resources to complete tasks on time and within scope, comfortable with frequent changes and change management. Proactive, persistent, agile, and flexible with a can-do attitude
- Communication: Demonstrable verbal & written communication skills, able to create formal and informal client/broker documents
- Customer Service Focus: solutions oriented, responsive, gives proper attention to detail, acts with a sense of urgency and seeks to develop a personal connections with others. Excellent follow up and follow through skills
- Time Management: exceptional organizational and time/deadline management, effectively manages expectations regarding deliverables, plans the work and works the plan, delivers results that are on time and within scope
- Self-Development: Committed to continuous improvement, open to learning, motivated to seek out information and knowledge, improving business acumen and industry knowledge, wants to grow career
- Tools and Skills:Proven ability to create and/or edit professional client-facing documents, presentations and/or reports using Microsoft Word, Excel and PowerPoint. Experience with tools such as CRM and SharePoint is preferred
18
Client Relationship Associate CRA Resume Examples & Samples
- Build relationships with existing clients to ensure that they are engaged and getting the most value from our services
- Engage with C-Level executives and conduct client meetings over the phone
- Partner with Sales Executives to manage client relationships
19
Client Relationship Associate Resume Examples & Samples
- Establish frequent outreach and meetings with Issuers, Underwriters, Trust Administrators and other agents to facilitate new issuance and corporate action processing
- Identify, develop and manage relationships of key influencers in the marketplace. Sell the value proposition to key influencers to proactively source documents and information
- Source fixed income new issue and corporate action terms and conditions data. This includes monitoring the syndicate/underwriting desks that bring new issues to market and ensuring that outreach is established and maintained on an ongoing basis
- Increase the number of directly sourced terms and conditions data by improving program management and relationships, including meeting metrics to monitor effectiveness of the program
- Analyze assigned target market sizes and estimate current and future market penetration rates
- Work closely with production teams to ensure data is sourced and to identify relationship gaps
- Record and regularly maintain contacts and outreach activities in central database
- Leverage relationships of agents and understand workflows and how our data could meet their needs for functionality, delivery, linking, data coverage, data quality, etc
- Bachelor’s degree with 5+ years of experience in the financial services industry
- Knowledgeable in Fixed Income (Corporate and/or Municipal) primary and secondary markets; Experience working on underwriting desk preferred
- Proven ability in relationship management (e.g. Sales, Account Manager)
- Established relationships with market participants including Underwriters, Issuers and Trust Administrators
- Excellent communication, presentation and negotiation skills are essential to engage with a variety of individuals, both internally and externally
- Strong multi-tasking skills and time management are essential. Ability to self-direct is required
20
Client Relationship Associate Resume Examples & Samples
- Support the Portfolio Managers of our firm
- Assist with setting up new investment accounts
- Correspond and process paperwork with various custodians such as Charles Schwab, SunTrust, Wells Fargo, etc
- Correspond with clients and assist them with their account paperwork
- Gain a thorough understanding of client accounts, including investment goals, restrictions, and overall objectives
- Process wire transfers and cash distributions from client investment accounts
- On-going account maintenance and data entry for client investment accounts
- Prepare reports and tax information for client accounts, as requested by Manager or client
21
Client Relationship Associate, GB Resume Examples & Samples
- Minimum 2 years of Disability and Life Group Benefit experience
- Strong knowledge of Group Insurance terms, provisions and administration
- 2-year college degree or equivalent work experience
- Proficient in MS Office, including Outlook, Word, Excel, & Powerpoint
- Excellent verbal and written communication skills. Will include presentations to Customers
- Highly organized, detail oriented and able to manage multiple priorities at once
- Ability to build rapport, and develop/maintain strong relationships with internal/external partners
- Must have GBDS Designation
- NO AGENCIES PLEASE **
22
Junior Client Relationship Associate Resume Examples & Samples
- Leverage Adjustments - Approving all advances in lending to clients, and ensuring that any advances to do not create breaches of contractual limits
- Equity Adjustments - Approving all releases of equity out of client portfolios, and ensuring clients are within the guidelines of their contractual limits
- Portfolio Modeling - Working with clients to maximize their ability to borrow, and to lower haircuts
- Portfolio Trading - Booking of all subscriptions and redemptions to initiate a workflow with the other groups to buy and sell hedge funds
- Risk Monitoring - Daily monitoring of client portfolios and structures, to ensure all clients are within the guidelines of their contractual limits
- Structural Booking – Booking all client structures within our proprietary software
- Website – Continual enhancements of our website. Working closely with business analysts and technologists
- New Client Introduction – Introducing new clients to our platform. Entails operational calls and memorandums
- Client Reporting – Monthly reporting of outstanding loans, cash and position valuations
- Detail oriented with multi-tasking ability
- Series 7 & 63
- Bloomberg
- VBA
- BBA/BS/BA
- Series 7&63
23
Client Relationship Associate Resume Examples & Samples
- Preparation of prospect and client facing presentations and correspondence
- Initiation of new account opening, maintenance, account closing and gifting, cash processing, including documentation and client notification
- Client and intermediary contact including specialized reporting
- Compliance with all business processes and regulatory requirements
- 2+ years of administrative or operations experience
- Knowledge of wealth management and/or trust business, ideally in the high-net-worth space (private bank, RIA, trust company, etc.) preferred
- Team player with strong interpersonal communication and sales skills that can thrive in a challenging and collaborative work environment
- Demonstrates high level of time management, organizational skills, and attention to detail with integrity and ownership of work
- Displays intellectual curiosity, analytical skills, critical thinking and sound judgment in problem resolution of moderate complexity
24
Private Client Relationship Associate Resume Examples & Samples
- Working knowledge of Trust and Fiduciary Structures - the interpretation and practical application of document provision, trust and estate law, taxes, investments, and the legal framework of trust administration
- Able to fully understand and follow the terms of governing documents
- Strives for innovation and process improvement
25
Client Relationship Associate Resume Examples & Samples
- Performing account transactions, updating account information, and analyzing/researching account activity and history
- Previous customer service experience. (Experience in a call center or financial services is an added plus.)
- PC proficiency, proven ability to multi-task, excellent attention to detail, strong problem solving skills, excellent verbal and written communication, and genuine desire to want to assist clients
- College degree preferred but not required
