Client Relationship Management Resume Samples

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A Fritsch

Alva

Fritsch

576 Huels Cliffs

Boston

+1 (555) 625 4927

576 Huels Cliffs

Boston

Phone

p +1 (555) 625 4927

Experience Experience

Detroit, MI

Gida Client Relationship Management Analyst

Detroit, MI

Kilback, Brakus and Konopelski

Detroit, MI

Gida Client Relationship Management Analyst

Working in partnership with on-site Service Delivery Managers/Operation Teams
Provides periodic IS risk management reports highlighting key issues and correction action plans; monitors implementation of approved plans
Provide the clients with visibility into the GIDA services they receive and awareness of any systematic issues GIDA is encountering
Work closely with the GIDA GPO and Site Teams to coordinate and support overall execution of GIDA priorities and initiatives
Manage and communicate change to the business
Supporting the CRM Lead by developing business decks, analysing metrics, analysing and prioritizing ROI for project
Create and maintain an internal interaction model that will ensure cascading of communication with operational roles and seamless delivery

Los Angeles, CA

Client Relationship Management Associate

Los Angeles, CA

Purdy, Leffler and Schroeder

Los Angeles, CA

Client Relationship Management Associate

Assist investment staff and senior management with a variety of client marketing related initiatives
Assist users, troubleshoot issues and escalate where necessary
Proactively identify opportunities to improve functionality, and champion new initiatives with stakeholders
Conduct analysis on client relationship metrics including labor detail, performance, fee history, and staffing
Assist with the creation, production, and submission of Request for Proposal responses issued by current clients (approx. 10% of time)
Partner with CRM director to strategize and determine optimal solutions to address clients at risk
Document and upload all activities into CRM tracking system to ensure accurate analytics

present

Chicago, IL

Head of Client Relationship Management

Chicago, IL

Upton Inc

present

Chicago, IL

Head of Client Relationship Management

present

As a senior leader, play an active role in recruiting, grooming and developing talent for Visa India
Act as business leader to design, execute, and oversee effective client relationship management and servicing strategies to drive client satisfaction, retention and growth opportunities to institutional investors in the Americas
As a key member of the Visa India Leadership team, contribute to the overall business strategy formulation, development and execution plans, and contribute as a member of the Leadership team to the overall leadership of the business
Act as voice of the client to the organization sharing key insights to influence development of products and other resources
Work with Head Institutional Americas and other key partners to identify initiatives and projects to drive business success
Support Visa's role in managing relationships with regulators, Government, Media, other payment bodies, Fintech companies and other external stakeholders. Be a strong and articulate external voice of Visa
Manage, motivate and develop a team of direct reports including four Client Relationship Managers and Head Client Service which oversees client service team consisting of ten client account managers/service specialists

Education Education

Bachelor’s Degree in Business Management

Brigham Young University

Bachelor’s Degree in Business Management

Skills Skills

Proficient with Excel (inc Pivot tables), PowerPoint, Internet Business Objects and Access DB
Highlight areas / issues of client concern and focus for management and recommend strategic options to increase profitability
Professional
Analyse relationships with key clients (resource provision vs. revenue generation) and formulate/ monitor action plans to improve positioning and maximize share of wallet Client and product gap analysis to identify revenue generation opportunities
Equities product/ business knowledge
Good communication skills and presence
To deal with CSAs in their entirety. Pitching to clients, working with traders, legal and operations. To agree appropriate allocation for global CSA payments Produce / update Marketing Material
Good team player
Attention to detail
Resourceful

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Client Relationship Management Data Specialist Resume Examples & Samples

Provision of first line user support (functionality and query reporting) to all Client Relationship Management (CRM) users ( > 500) across WMI
Provision of application training using the most applicable forum and ensuring consistent use across WMI
Creation & maintenance of all training user guides and other support aids, ensuring that these are accurate and consistent with current use
Facilitator of the CRM Working Group (WG), responsibilities in accordance with the Governance document including
Creation & Circulation of Meeting Agendas
Creation and Publishing of Meeting Notes (Action Items, Decisions)
SharePoint site administration
Change Request management and tracking log administration (prior to submitting to Technology)
Receives and reviews all Change Request proposals, working with the initiator to ensure optimum accuracy and clarity, prior to WG perusal and review
Integrate into the Global Client Experience program across WMI
Undertakes application housekeeping of List of Values (LOVs), Multi Value Groups (MVGs) and the WMI Product Suite
Management of the Access Control List including license and unit cost percentage allocations
Management of all User Communications following Regular Releases and other changes
Provides SME input & support to other relevant business projects as required
Enhance and develop key Management Information and Client data to support the WMI region
In-depth knowledge of CRM (currently Siebel) functionality, and how it is utilised across all WMI units
Advanced organizational and administrative skills
Advanced attention to detail (grammar, spelling, presentation, content)
Very good training skills and ability to undertake training using WebEx
Ability to challenge change requests to ensure alignment to strategic use of tool

Regional Head of Client Relationship Management & Client Data Services Resume Examples & Samples

Oversight and management of Operations Client Relationship Management and Client Data resources
Ensure that employees are in compliance with industry regulatory and bank compliance standards
Ensure that budget for Operations Client Relationship Management and Client Data Services is managed to plan, taking into account cost challenges directed by the Americas Head of Operations (forecast)
Ensuring that objectives are clear and measurable, and drive performance measures and management for the individuals on the team
Actively manage project portfolio conflicts – schedule embargos, resource completion and delivery risk
Align to global standards, tools and processes where practical i.e. clarity, RBPM methodologies etc
Promote and leverage best practices for project management, business analysis and governance activities
Responsible for the delivery of initiatives i.e. projects delivered on time, on budget and the ability to achieve stated benefits
Oversight of operational reviews with priority clients, which take place twice per year including the operational heads on the buy side
Building and maintaining strong partnerships with key stake-holders in both sales and Operations ensuring continued visibility especially on the trading desk with the heads of sales
Promote and instill client service culture across operations and raising awareness of the strategic/priority clients via events such as client week, lunch learns and town halls as well as guest speaker series
Ensure client escalated issues and action items arising from broker reviews are being logged and tracked in WIM-QMS as well as performing root-cause analysis with a view to increasing STP as well as the overall client experience. Success will be measured via RAG ratings as part of the operational review call report as well as Z-Yen external survey results
Ensuring that CDS continues to work towards the global TOM, which is a consistent and standard approach for managing Global Markets client data across all markets in which it does business.(Inclusive of Brazil, Mexico and Canada)
Oversight of all support activities supporting markets operations, regulatory reporting, data quality, system integrations, user acceptance testing, service management, data quality management and governance
Ability to drive global consistency in all client data maintenance processes across all asset classes and markets
Continually driving and leveraging opportunities to streamlining the end to end CDS processes, automated and better risk managed with a view of reducing processing cost, increased level of client service and mitigating operational risk
Staffing decisions with regards to performance of members of the team
Effective allocation of resources across the teams based on skills and capabilities required and capacity available with a view to being able to successfully support internal and external clients
Client escalated issues are vetted and funneled to the suitable management channels as appropriate across product-lines FTB in a timely manner, This could vary depending on internal and external drivers and at times requiring on the spot decision making
When to engage regional and global product heads in terms of keeping them closely informed of client feedback, which are especially strategic in nature and need to be considered when building out TOM and budgeting process
Experience managing operational process flows and/or operational risk
Proven track record of project delivery
Strong project management and business analysis skills
Working knowledge of Operations functions
Ability to build and bridge strategic options/recommendations to solve business challenges
Process mapping, analysis and re-engineering
Ability to navigate unstructured or ambiguous situations
Minimum of 10 years’ experience working in Financial Services industry
Minimum of a BA/BS degree
FINRA Series 99 (or the equivalent e.g., Series 7)

Client Relationship Management Associate Resume Examples & Samples

Understand the Citi Research & Equity Advisory business and its drivers
Liaise with users and counterparts in other businesses to understand and prioritize enhancements
Work with end users and other stakeholders to build out requirements
Work with developers to translate requirements into technical specifications
Ensure enhancements meet requirements, coordinate UAT and manage its delivery to the business
Liaise with training team to coordinate training and communications to users on a timely basis
Proactively identify opportunities to improve functionality, and champion new initiatives with stakeholders
Assist users, troubleshoot issues and escalate where necessary
Bachelor Degree in business or related field
2-4 years’ work experience as a business analyst
Self-driven and enthusiastic problem solver
Strong analytical and business analysis skills required, including a thorough understanding of how to interpret business needs and translate them into operational requirements
CRM or Corporate Access related skillsets highly beneficial
Experience with databases and Siebel technology is advantageous
Evidence of an ability to work under pressure, within tight time-lines and with strict attention to detail
Ability to quickly assimilate information and understand the context of specific deliverables
Demonstrated ability to manage projects from requirements gathering to delivery to production
Excellent verbal, comprehension and written communication skills
Capable of working in a dynamic, rapidly changing environment
Demonstrated confidence working in a multi-cultural and global environment

Affordable Care Act Client Relationship Management Senior Manager Chicago Resume Examples & Samples

Identify and sell solutions to clients related to managing the data burdens, coordinate appropriate data sources/systems, comply with rules and regulations and manage the associated risk
Proven ability to develop and manage a significant book of business
Driven, motivated self-starter with the desire to team with high performers across multiple business lines
Significant large-scale project management experience, including project planning/scoping, budget management, reporting, and resource management as well as the ability to engage clients and colleagues at all levels
Commitment to creating, developing and managing high-performing teams

IMD, Gsam, Tpd-client Relationship Management Resume Examples & Samples

Contribute to a broad platform that serves as the client’s main point of contact for a diverse set of functional areas, including portfolio management, trading, operations, legal, and compliance
Provide a superior level of service across all aspects of the client experience, including supporting the Client Relationship Manager in his/her efforts with portfolio reviews, client inquiries, ad hoc issue resolution, coordination of liquidity needs, negotiation of customized and standardized report delivery, and management of client meetings
Help coordinate life-cycle events of separate accounts, including implementation of new business, account restructures and terminations. Ability to manage tasks across a multi-disciplined team generally consisting of Strategic Client Services, Client Implementation, Portfolio Management, Trading, Operations, Performance Measurement and Risk, Legal, Compliance, and Accounting/Billing
Work on special projects that build out the service model and infrastructure to create scale and efficiencies within the client relationship manager function
Ability to work in a fast paced environment, detail oriented, and deadline sensitive
Strong project management skills including ability to organize and track multiple threads of activity, ability to deliver on tight timelines, hands-on approach to resolving issues, detail oriented, excellent communication skills
Interpersonal skills: ability to build the trust and confidence of clients, ability to strengthen client relationships through ongoing dialog and interactions, ability to work well with others internally to accomplish client objectives
Basic knowledge of investment products across all major asset classes preferred (equities, fixed income, money markets and alternatives)
Communication skills: Strong presentation skills, ability to summarize client meetings and/or other client interactions to various levels within the organization

Tax Manager National Tax Indirect Tax Affordable Care Act Client Relationship Management Resume Examples & Samples

Deliver and support a variety of engagements involving various aspects of the ACA rules and regulations including: workforce analytics, marketplace management, statutory compliance and reporting, and government sponsored coverage
A minimum of five years of experience in consulting, business development, and/or client relationship management
ACA experience, CEBS certification, knowledge of HR/benefits a plus
CPA, JD, MBA, MHRM/D or advanced degree preferred
Proven ability to manage a recurring book of business
A strong client focus and awareness of the business
Strong numbers acumen, including outstanding analytical and quantitative abilities

National Tax Indirect Tax Affordable Care Act Client Relationship Management Resume Examples & Samples

Excellent client service, interpersonal, communication, organizational, and project management skills (written and verbal)
Functional knowledge of MS applications (Outlook, Excel, Word and PowerPoint)
Ability to travel regularly (<25%)

Manager, Client Relationship Management Resume Examples & Samples

Manage a team of 7-10 Client Relationship Managers
Manage workflow/capacity, relationship assignments, performance management, and associate development
Responsible for customer satisfaction, client retention, and expanding existing relationships
Leverage data analytics to identify opportunities for organizational improvement (people/process/technology)
Work with key business partners to bring the PRT service delivery story to life for our clients by developing "proof points" that tell the PRT story
Interacts with C-Suite, key decision makers and influencers at clients to identify trends, provide solutions, and improve relationship dynamics
Routinely visit existing client base to reinforce purchase decision, represent service delivery capabilities, and continuously deliver value
Identify cross-sell opportunities and/or gain more "share of wallet" from existing client base
5 or more years of relevant client management or relationship management leadership experience in the financial services industry - Retirement experience is strongly preferred, and defined benefit experience is a plus
Must have experience managing client relationships directly (with corporate/institutional clients on a B2B basis)
Must possesses a team oriented mindset
Comfortable utilizing workforce optimization tools/approaches including capacity management, key performance indicators, metrics, reporting and scorecards
Possesses ability to function simultaneously at both strategic and tactical levels
Must possess a strong business acumen and executive presence
Must possess proven leadership skills with the ability to influence key decision makers and collaborate across business lines
Strong verbal and written communication skills are required as well the ability to present to a broad range of audiences
Must possess a strategic mindset; being focused and persistent, while simultaneously able to work in a fast-paced environment with changing priorities
Life and Annuities licenses required within 120 days of employment
Ability to travel 25%-40%
Primary job location is Scranton, PA

VP, Head of Client Relationship Management Resume Examples & Samples

Lead the development and delivery of Visa's value proposition to its clients through a client partnership model that offers a combination of the right team, best insights and efficient decision making
Provide the leadership and focus to drive growth, profitability, performance and overall account results for our clients
Set and manage the vision and strategy for these important clients in collaboration with internal Visa Inc. stakeholders and the executive teams at the respective clients
Customize delivery of Visa's global capabilities to align with individual client opportunities and priorities
Establish and manage world class account teams and organize them as a cohesive entity to pursue a range of business opportunities over the short and long term
Lead the analysis, insight and ongoing monitoring of market trends, activities and competitor actions to enable the account teams to develop and implement pre-emptive strategies and plans for the clients
Support Visa's role in managing relationships with regulatory agencies and institutions or other partners
Understand our client's strategies, priorities, needs and business processes. Present strategic ideas and share Visa's views on industry developments and dynamics and advise them how Visa products can impact their results
Lead a team of professionals to source and secure new business opportunities leading to profitable business growth for Visa and its client financial institutions
15 or more years of experience with related sales and management experience, with a sound knowledge of the card payments industry, its products, services and technologies
Experience in or in-depth knowledge of financial services is strongly preferred, especially a deep understanding of cards and payments with focus on marketing. Proven ability to negotiate business agreements and to enhance existing and develop new business partnerships
Global or multi-national business experience strongly preferred
A proven track record of planning, managing and closing complex and competitive sales efforts; results driven execution
A demonstrated ability to implement strategic initiatives, policies and operational decisions for clients of all size and act as a trusted advisor by developing significant long-term, trust based relationships with demanding, senior-level executives at large, complex organizations
Outstanding academic credentials. An MBA or graduate degree from a top tier institution is preferred

Gida Client Relationship Management Lead-crm Lead Resume Examples & Samples

Work closely with the GIDA Senior Management Team to coordinate and support overall execution of GIDA priorities and initiatives
Provides periodic IS risk management reports highlighting key issues and correction action plans; monitors implementation of approved plans
Exercises control over resources, policy formulation and planning. Involved in short- to medium-term planning of actions and resources for own area

Gida Client Relationship Management Lead-crm Lead Resume Examples & Samples

Bachelor's degree or higher with a concentration in Information Technology, Computer Science or Cyber Security or related field
Experience managing client relations
Excellent communication skills required with the ability to communicate often at a senior level
Ability to develop strong relationships with well developed diplomacy skills
Prior experience of dealing with leaders in the company

Corporate Investment Bank-client Relationship Management & Corporate Access Resume Examples & Samples

Gather, synthesize, analyze and present metrics data and findings
Extensive working knowledge of Microsoft Office products including Word, Excel, PowerPoint and Outlook
Ability to thrive on the challenge of competitive pressures and remain focused on client needs
Ability to communicate concepts and ideas, both verbally and via documentation
Self-directed, highly motivated, and able to work independently
Excellent analytical/problem-solving skills
Demonstrates creativity in solving problems. Always looks for new ways of doing things
Strong time management skills; efficient at multi-tasking and able to work under pressure to deliver multiple business demands on-time, to a high standard
Ideally with some data management or Corporate Access experience, or some experience of working with in the banking industry (although not essential)

Gida Client Relationship Management Analyst Resume Examples & Samples

Support the relationship with all GIDA Clients and Partners
Work closely with the GIDA GPO and Site Teams to coordinate and support overall execution of GIDA priorities and initiatives
Communicate business needs and impact to GIDA management
Support CRM Lead in meeting any ad hoc requirements related to Client Relations
Bachelor's degree in an related discipline
2-5 years of relevant experience in a similar environment
Good understanding of the Information Security requirements

Gida Client Relationship Management Lead Resume Examples & Samples

Manage the relationship with GIDA Clients and Partners
Manage a small team CRM analysts including management of people, budgets and planning
Provide clients with visibility into the GIDA services they receive and awareness of any systematic issues GIDA is encountering
Create a positive Client experience, understanding the client perspective and supporting their needs
Manage and communicate change to the business
Accountable for the end results of an area
Support the GPO - CRM & IS Business Advisory in meeting any ad hoc requirements related to Client Relations
6 - 10 years of relevant experience in a similar environment
Strong people management skills focusing on development and growth of team
Excellent Excel and PowerPoint skills - advanced skills needed

Development Lead Java Client Relationship Management Resume Examples & Samples

Application development activities, including analysing stories, writing code, implementing automated tests, contributing to release and iteration planning and developing the working practices of the team
To be a technical leader within the CRM group. Contribute to a strong team culture, underpinned by a passion for effectively developing quality software
Influencing the wider technical community within UBS through promoting best practices and pro-actively investigating and proposing new technologies for use within the department
To identify and address risks and issues impacting application delivery. Pro-actively take steps to mitigate or address
To deliver a quality product. Ensure technical excellence throughout all stages of product development

Head of Client Relationship Management Resume Examples & Samples

Act as business leader to design, execute, and oversee effective client relationship management and servicing strategies to drive client satisfaction, retention and growth opportunities to institutional investors in the Americas
Act as voice of the client to the organization sharing key insights to influence development of products and other resources
Partner closely with business leaders across UBS to develop the vision to maximize opportunities to deliver the full suite of UBS services to our clients
Participate in RFPs and sales finals for existing clients
Work with Head Institutional Americas and other key partners to identify initiatives and projects to drive business success
Responsible for ongoing and ad hoc strategic projects
15+ years of sales/service and executive experience at a top financial institution, preferably within a large, integrated investment management firm
Proven track record of building and operating successful relationship management teams in the financial industry
Demonstrated successful business development/client service in an institutional setting
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
The ability to build strong relationships with diverse sets of clients
Ability to navigate, collaborate, and mobilize resources within large, global, complex financial services organization
Deep familiarity with institutional investor landscape, investment process, buying behavior, decision makers, competitors, and regulatory environment
Ability to represent UBS Asset Management in a professional manner
Exceptional verbal and written communication skills, strong sales presentation skills
High energy, motivated individual with a commitment to excellence
BA/BS degree required; MBA or CFA/CAIA certification preferred
NASD series 3, 7 and 63 securities licenses required, or willing to obtain within 120 days of employment. Series 24 preferred

Client Relationship Management, Analyst Resume Examples & Samples

Bachelor’s degree and strong academic background required
Ability to build the trust and confidence of senior Client Relationship Manager through ongoing dialog and interactions, ability to work well with others internally to accomplish client objectives
Strong presentation skills, ability to summarize client meetings and/or other client interactions to various levels within the organization
Series 7 and 63 licensed or obtained within 3 months of joining
Financial services industry and sales experience

Head of Business Development & Client Relationship Management Resume Examples & Samples

Responsible for leading and coaching a team of Business Development leaders/ managers in the development and implementation of client relationship management plans to
Align to client’s goals and objectives through the use of Client Playbook methodologies
Build long term client plans with the intention of deepening the partnership with greater Visa share with those clients. Key metrics include: client profitability, client share against competitors, PV and revenue growth
Improve Client satisfaction in Visa as a partner
Build relationships with key stakeholders with all our clients organizations and have the ability to stakeholder map and manage them
Support the implementation of the 2016-2020 business plans

Regional Head of Operations Client Relationship Management Resume Examples & Samples

Develop and implement strategy for the OCRM Americas program, and contribute to the planning and strategy discussions for global OCRM
Communicate client risk and operational themes to senior management in front office and Markets Operations on which informed decisions about operational strategy may be made
Perform face to face operational reviews with priority clients, which take place twice per year
Ensure call reports are distributed in the global agreed format post all client visits in a comprehensive and timely fashion, which go out to a very broad and senior audience
Prepare and provide key stake-holders (FTB) with formal updates twice per year following client reviews for their assigned client base. (This takes place with senior Relationship Managers, desk heads etc)
Building and maintaining a strong partnership with key stake-holders in sales and operations ensuring continued visibility especially with the cross-product sales desks heads
Adhering to OCRM global best practices
Client escalated issues and action items arising from broker reviews are logged and tracked in DES as well as performing root-cause analysis and utilizing this information to increase STP and the overall client experience. Aid in instilling client service culture across operations and raising awareness of the strategic/priority clients
Work closely with client service teams to promote and enhance the target operating model underpinning the relationship support model for priority clients
Client escalated issues are funneled to the suitable channels as appropriate in a timely manner taking into consideration level of risk from both a monetary as well as reputational perspective. Due to internal and external drivers there could be instances when an immediate decision will need to me made
Engaging regional and global product heads in terms of keeping them closely informed of client feedback, which are especially strategic in nature and need to be considered when building out the TOM as well as the budgeting process
Performs according to prescribed procedures
Minimum of 5-10 years experience in Operations with cross-product experience
Minimum of a BA/BS degree in business management
Highly motivated results driven professional with experience in the Financial Service Industry

Gida Client Relationship Management Analyst Resume Examples & Samples

Support the relationship management by creating and maintaining CRAs
Provide the clients with visibility into the GIDA services they receive and awareness of any systematic issues GIDA is encountering
Support the GPO – CRM & Business Advisory in meeting any ad hoc requirements related to Client Relations
Complete all tasks in connection with the organization’s activity but not detailed in the current Job Description, charged by the direct manager, supervisor, or the functional head
Create and maintain an internal interaction model that will ensure cascading of communication with operational roles and seamless delivery
Create a feedback loop between the business leaders and the CSS product team, and facilitate appropriate escalations and problem solving
Participate in monthly cadence meetings with other CRM analysts and CRM Leads within the product for knowledge sharing and standardization purposes
Develop and articulate the product value propositions
Work with the business to anticipate and prioritize demand
Regular interaction with the business on the full scope of the relationships including new and existing work\Identifying improvement opportunities and additional functions to bring into Shared Services
Working in partnership with on-site Service Delivery Managers/Operation Teams
Monitor delivery of services and ensure alignment with client agreements and requirements
Supporting the CRM Lead by developing business decks, analysing metrics, analysing and prioritizing ROI for project
Facilitate partner meetings, documenting minutes and reporting progress
Excellent communication skills required with the ability to communicate at a senior level
Ability to develop strong relationship with well-developed diplomacy skills
Excellent Excel and PowerPoint skills – advanced skills needed
Bachelor’ degree or higher with a concentration in Information Technology, Computer Science or Cyber Security or related field is an advantage, but not required
3+ years of relevant experience in a similar environment
Ability to travel 5-10%

Cib-sales & Marketing Equities Client Relationship Management Team-VP Resume Examples & Samples

Client prioritisation and identify target/ prospect clients
Attend, analyse and distribute both internal and external broker vote information; identify and follow up on actions - providing updates to management as required
Analyse relationships with key clients (resource provision vs. revenue generation) and formulate/ monitor action plans to improve positioning and maximize share of wallet Client and product gap analysis to identify revenue generation opportunities
Evaluate external survey results (McLagan, Greenwich, II etc) and analyse competitive positioning to identify upside opportunities
Highlight areas / issues of client concern and focus for management and recommend strategic options to increase profitability
Pull together information for and/ or prepare business review presentations and performance evaluations for senior management
Ensure databases are maintained and up to date (e.g. for Coverage, Votes, Tiering etc)
To deal with CSAs in their entirety. Pitching to clients, working with traders, legal and operations. To agree appropriate allocation for global CSA payments Produce / update Marketing Material
Learn and understand client impacts of MIFID with a view to being an expert in this space
Collaborate with technology infrastructure team to develop/ enhance CRM tools Partner with MIS teams to ensure client/ sales reporting is accurate and meets business requirements
Sales and negotiations skills
Independent thinker
Good communication skills and presence
Professional
Equities product/ business knowledge
Proficient with Excel (inc Pivot tables), PowerPoint, Internet Business Objects and Access DB a plus

Client Relationship Management Resume Examples & Samples

Establishing and maintaining a framework for the management, governance and oversight of all vendor and custody relationships within the Global Business Operations arena ensuring that all key vendor relationships are appropriately managed and in accordance with policies and standards
Lead Vendor and Custodian Service Review meetings ensuring the best outcomes for the company and our clients. Ensuring follow up on action plans
Production and analysis of key metrics for the Global Business Operations Leadership team in addition to other interested parties
Overseeing the setting and production of service plans and annual performance goals
Management, review and negotiation of legal and commercial fee agreements
Management of the annual Custody asset ring fencing certification to appropriate Boards
Preparation and research for Custody related Board Papers, presenting at board meetings as required
Co-ordination of external RFP's for the purpose of either selecting a new Custodian/Supplier or to benchmark an existing provider against the market, including evaluation of providers, capability benchmarking and robust due diligence
Management, review and negotiation of legal and commercial/fee agreements and service level agreements
Supporting the on-boarding of new vendor relationships (custodians, TPAs, vendors)
Liaising with the Central Procurement team and the Investigations team to complete vendor vetting/pre-qualification/due diligence
Development of business cases / commercial strategy and tactics
Ensuring up-to-date contracts and supplier records are maintained, and commercially sensitive information managed in line with the company's information security standards
Managing key vendors' governance arrangements
Maintaining awareness of industry developments and best practises. Keeping abreast of potential new supply arrangements, latest products/services from a commercial perspective to prompt and promote innovation

Client Relationship Management Data Specialist Resume Examples & Samples

First point of contact for our large data furnishers on data reporting and accuracy; includes education on best practices in data reporting
Quality check custom reports for Strategic and Preferred clients
Consulting on Data Integrity Services products (Metric Report and DataArc) for our smaller clients and verticals
Navigate a complex business environment and work with key stakeholders in Marketing, Sales, and Data management to support data reporting quality

Director, Client Relationship Management Resume Examples & Samples

Delivery of client plan objectives with specific client product, service revenue and volume targets
Development and execution of annual business plans
Establish and maintain positive and constructive relationships with key client contacts
Co-ordinate and present regular business and industry updates
Lead the Implementation of client annual business plans which will be achieved through drawing upon internal and external stakeholders and by providing the client with Visa 360
Be the "voice of the client" by interpreting the clients business plans and strategic intent into the Visa organization

Client Relationship Management IT Lead Resume Examples & Samples

Bachelor's degree in a related field and/or comparable work experience
Minimum of 3 Years CRM IT Experience
Preferred but not required – Retail Experience and working knowledge of Micros Relate, Experience on MBS, Ebay, Zeta CRM
Knowledge of Oracle BI Dashboard
Strong SQL Skills
Qualitative Experience – Generating business insights
Strong communication skills with the ability to translate technical concepts to business terms and communicate effectively with the business

UK Client Relationship Management Specialist Resume Examples & Samples

Strong orientation toward Innovation & Creativity
Strong interpersonal skills including relationship building & maintaining
Strong attention to detail and follow up; strong analytical skills together with developed business acumen
Demonstrated ability to work in teams and collaborate / partner with others from across the business
Strong IT skills incl. advanced excel & PowerPoint
Strong ability to acquire and process knowledge aligned to the HR portfolio

Head of Client Relationship Management Resume Examples & Samples

Lead the development and delivery of Visa's value propositions to its clients through a client partnership model that offers a combination of the right team, best insights and most appropriate product suite
Provide the leadership and focus to drive growth, profitability, performance and overall results for our client’s business and therefore Visa’s business
Set and manage the vision and strategy for these important client relationships, in collaboration with cross-functional Visa stakeholders and the executive teams at the respective clients
Partner with clients to drive their business; develop strategic relationships with the senior most management and all decision makers at these client institutions; ensure that Visa's client teams are fully integrated at the business level
Customize delivery of Visa's global capabilities and products to align with individual client opportunities and priorities
Establish and manage world class account teams and organize them as a cohesive entity to pursue a range of business opportunities over the short and long term, and manage existing relationships
Lead the analysis, insight and ongoing monitoring of market trends, regulations and competitive analysis to enable Visa’s account teams to develop and implement proactive strategies and plans to protect and grow Visa’s business
Support Visa's role in managing relationships with regulators, Government, Media, other payment bodies, Fintech companies and other external stakeholders. Be a strong and articulate external voice of Visa
Understand our client's strategies, priorities, needs and business processes. Present strategic ideas and share Visa's views on industry developments and dynamics ,and advise clients on how Visa products can help their results
Understand and influence product positioning and pricing of Visa and competitors' products in client's product portfolios
Work in partnership with the Product and Merchant Acceptance teams to help conceptualise new products, solutions and innovations that may be required keeping in mind client and market requirements
As a key member of the Visa India Leadership team, contribute to the overall business strategy formulation, development and execution plans, and contribute as a member of the Leadership team to the overall leadership of the business
As a senior leader, play an active role in recruiting, grooming and developing talent for Visa India
15 -20 years of experience with related sales and management experience, with a sound knowledge of Cards and the payments industry, its products, services and technologies
Experience in or in-depth knowledge of financial services is strongly preferred, especially a deep understanding of cards and payments with focus on marketing. Proven ability to negotiate business agreements and to enhance existing and develop new business partnerships at CXO level
Proven ability to build creditability, influence and negotiate at the highest levels within international/local organizations
A track record of and commitment to managing, motivating and holding a high performance team accountable
Outstanding academic credentials. An MBA or similar degree from a top tier institution is preferred
Demonstrated proficiency in managing & summarizing the financial indicators necessary to measures business performance including P&L responsibility and accurately forecasting major sources of cost, revenue and risk
Needs to be a very strong team player with a collaborative management style

CIB Client Relationship Management Resume Examples & Samples

Managing the day to day data around clients – broker review inputs, maintaining data recording our progress
Prepare for and attend client review meetings along with sales people, write up meeting notes and develop relationships with clients as a client relationship manager. In time you will be expected to be able to contribute actively to these meetings
Analyse client data from a variety of inputs, CHIME, REVENUES,in order to understand our coverage strengths and weaknesses and spot gaps, thus supporting sales in a timely manner to adjust coverage and formulate a strategy to support positive momentum in broker rankings
Supporting sales and trading management in producing presentation materials explaining the equity distribution business
Supporting sales management on ad hoc requests relating to client coverage and our tracking thereof, this could include maintaining coverage information, priority lists, and driving communication thereof across the sales team
Being able to support sales and clients on CSA related issues, this will involve global connectivity with CRM, legal, and equity business managers
Entrepreneurial drive with strong analytical and quantitative skills
Experience working within an investment bank
Demonstrable proficiency with market and product lingo
Basic knowledge of equity markets and developments in the equity environment, particularly as it pertains to clients. i.e Mifid
Ability to communicate concepts and ideas, both verbally and via documentation, and be able to defend their validity and target messages to different audiences
Ability to interact comfortably with business clients and management

Client Relationship Management Support Resume Examples & Samples

Assistance in structuring and implementation of transactions with the Coverage team, notably calculation of profitability, preparation of applications, implementation and liaising with back-office and other relevant Business Lines
Management of KYC documents, liaison with relevant back-office teams and assistance for collection of such documents from clients
Client and market research, and assistance in preparation of client strategy/deal pipeline. Participation to the production of presentations for client meetings, and to writing memos on client relationships
Administrative assistance to SGSAR team (client files, organization of the meetings, logistics,…)

Sales of Fi-client Relationship Management Resume Examples & Samples

To assist the Manager in managing the trade related FI relationship
Proactively cross-sell trade products and services according to branch product marketing plans and customer needs, supported by concise call reports
To review product offering and ensure that all product related documentation are in place including but not limited to forms and templates to be used internally and externally, and are properly drafted and reviewed by Risk, Operations, Organisation, Compliance and Legal
To ensure that all product solutions are aligned with regulatory requirements
To perform market competitive analysis and identify gap between SG and the major competitors on trade finance and undertake new product development initiatives/plans
To work with product team and branch sales to design standard sales kits, printed brochures and other relevant sales tools for sales team
To assist manager in managing the internal and external cooperation projects for business synergy
To work with Marketing to design standard sales kits, printed brochures and other relevant sales tools for sales team
To assist Trade Sales and CRMs to structure customized solutions for clients/industries including product related credit requirements
Other tasks delegated by Head/Senior Manager of Trade Finance China on ad hoc basis
At least 2 years experience in trade finance related job
Well versed with trade finance products
Good learning ability, quick at picking up new things
Team playing
English/Mandarin – Fluent
Well versed in MS Office applications （Word, Excel, PowerPoint is a must）

Client Relationship Management Group Leader Resume Examples & Samples

Robust leadership portfolio
Strong ability to identify employee needs and ability to provide proper decision making for utilizing internal business capabilities to solve the team needs
Strong team player, well organized and ability to handle multiple assignments and responsibilities simultaneously
Demonstrated aptitude for communication, professional teaming, organizational, and technology skills
Bachelor’s degree and/or 4 + years related experience
Outstanding phone skills a must

Client Relationship Management Support Resume Examples & Samples

Perform Economic and Financial analysis on Key clients and prospects,
Structuring and implementation of loans with coverage, notably calculation of profitability, review of loan documentation with clients, legal advisers and business lines, implementation of loans liaising with back-office,
Management of data on revenues and assets on the portfolio of clients (review, control, forecast and reporting), and management of the internal client database referential for this portfolio,
Prepare presentation and marketing materials for use in client meetings and transaction execution, covering topics such as financing alternatives, capital markets activity, capital structure advice, treasury services, and dérivatives
Acquisition of a broad spectrum of banking products
Insight on banking commercial approach of large financial institutions
German and European banking environment

Client Relationship Management Associate Resume Examples & Samples

Partner with CRM director to strategize and determine optimal solutions to address clients at risk
Draft client communications, including presentation content, letters and service proposals
Participate in “check-in” calls with selected clients to qualify needs and overall satisfaction. Follow up with investment teams on any issues raised during these calls
Assist with the creation, production, and submission of Request for Proposal responses issued by current clients (approx. 10% of time)
Prepare and design custom exhibits for presentations and proposals as needed
Conduct analysis on client relationship metrics including labor detail, performance, fee history, and staffing
Coordinate occasional client visits to Cambridge Associates’ Boston office
Support follow-up efforts to ensure client movement through the intended/agreed upon solution
Document and upload all activities into CRM tracking system to ensure accurate analytics
Assist investment staff and senior management with a variety of client marketing related initiatives
Participate in strategic/long-term efforts with direction and oversight of supervisor
3-5 years minimum experience working at an investment firm or in an investment-related capacity
Prior experience serving institutional clients and directly interacting with client contacts
Prior knowledge/interest in learning about financial services and the investment consulting business
Basic understanding of capital markets and key investment terms
Understanding of the firm’s research reports, capital markets exhibits, and other firm publications
Complete the Series 3 Commodities/Futures exam within 3 months of hire – tutorials and study materials to be provided
Demonstrated ability to translate key messages into compellingPowerPoint presentations
Knowledge of Microsoft suite, with emphasis on Microsoft PowerPoint and Excel
Very strong written and oral communication skills
Ability to work on multiple projects simultaneously and to prioritize responsibilities
Ability to work in a team-oriented environment
Prior industry experience preferred

Client Relationship Management Support M Resume Examples & Samples

Management of data on revenues and assets on the portfolio of clients (review, control, forecast and reporting), and management of the internal client database referential for this portfolio
Structuration and implementation of loans with coverage, notably calculation of profitability, review of loan documentation with clients, legal advisers and business lines, implementation of loans liaising with back-office
Commercial support of bankers, including liaison with product lines, participation to the production of pitch presentations for client meetings, writing internal memos on client relationships and strategy

Regional Head Operations Client Relationship Management Resume Examples & Samples

OCRM coordinate client specific projects / initiatives, act as a gatekeeper to monitor internal client performance / drive improvements
Regular relationship visits to assess operational issues the client may be facing, discuss Market Initiatives, and drive vendor/STP connectivity to identify mutual efficiency opportunities
Collaborate with Product Areas and Clients in identifying change requirements for Business re-engineering – Complexity Reduction
Support the Global Markets outreach team as a client escalation contact to ensure regulatory compliance of Regulatory Protocols and coordination of Regulatory Remediation Projects (DF, EMIR, and FATCA)
Manage team of 3 VPs/AVP, provide direction, oversight, and guidance to team
Motive team and demonstrate personal support for career development of the team
Understands, translates, communicates and applies Deutsche Bank’s client strategies and objectives within the team, ensuring that direct reports are aligned to overall Global and Regional strategy and objectives
Escalation point for issues and face off to Senior Business Partners and other Key Stakeholders
Actively build relationships with clients and gain clear understanding of their needs, where Deutsche Bank differs from market standards
Escalate where appropriate and have the capability to prioritize across DB support functions
Build relationships with Senior Relationship Managers, Sales Business Management and Sales, work closely on client initiatives and/or to resolve client issues raised to front office
10 years operational experience or strong client service background
Conflict management skills essential
Multi asset class knowledge