Client Relationship Manager Resume Samples
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Client Relationship Manager Resume Samples
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KM
K Metz
Kyla
Metz
6787 Tre Harbors
San Francisco
CA
+1 (555) 323 2851
6787 Tre Harbors
San Francisco
CA
Phone
p
+1 (555) 323 2851
Experience
Experience
New York, NY
Client Relationship Manager
New York, NY
Barrows LLC
New York, NY
Client Relationship Manager
- Provide strategic technology advice as necessary and be responsible for the development and support of various client systems
- Conforms with and abides by all regulations, policies, work procedures, instruction, and all safety rules
- Working within a collaborative team to deliver as promised
- Keeping clients informed of industry and regulatory changes and developments
- Develop trusted relationships at all levels of your clients' organizations -- from Executive decision-makers to front-line Practitioners
- Provide proactive client/broker service and outreach to provide guidance, support and program consultatio
- Working knowledge of Microsoft Office, Excel, Powerpoint
Boston, MA
Merrill Lynch Client Relationship Manager
Boston, MA
Jaskolski Group
Boston, MA
Merrill Lynch Client Relationship Manager
- Completion of Merrill Lynch Associate Client Relationship Manager program and/or currently hold Merrill Lynch Market Client Relationship Manager role
- Responsible for managing, training and developing the branch's Client Associates and Service Support Staff
- Client Relationship Management
- Fostering Teamwork
- Risk Management
- In partnership with Office Management Team, responsible for reassigning accounts
- Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators
present
Philadelphia, PA
Senior Client Relationship Manager
Philadelphia, PA
Welch and Sons
present
Philadelphia, PA
Senior Client Relationship Manager
present
- Provide high level financial, contract and/or administrative analysis and review of the work of junior staff. Provide guidance and training to junior staff
- Develop and maintain personal and working relationships with key client stakeholders
- Assisting sales team in developing robust customised learning solutions for clients
- Demonstrated excellence (e.g., top 10% performer) in the current role
- Delegate to and review project work of more junior colleagues which includes review of financial, contract, and administrative analysis
- Provide direction to analysts and other team members in the preparation and delivery of clear and concise client presentations
- Act as dedicated relationship manager to client
Education
Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
University of San Francisco
Bachelor’s Degree in Business Administration
Skills
Skills
- Ability to interpret and comprehend contract language is
- SQL knowledge is
- Work cross functionally within the matrix organization to define, coordinate and manage client requests and resolve client issues/concerns. Will work internally with technology, legal, sales, implementation, operations, clinical, marketing and communication teams to design and deliver client programs. Will work externally with clients who are in human resources and/or technology roles
- Proficiency in MSOffice (Word, Excel, Power Point, Access and Project), report preparation and data analysis
- Have the ability to work independently and as part of a team
- Excellent communication and interpersonal skills
- Strong analytical, problem solving, and decision-making skills
- Provide support and guidance internally and externally to assist clients and co-workers with program design, program engagement initiatives and screening events
- Excellent verbal & written communication skills & the ability to think laterally
- Self-motivated with the ability to work effectively as part of a team or on individually-assigned tasks in a fast-paced, dynamic environment where superior time-management and prioritisation skills are essential
15 Client Relationship Manager resume templates
Read our complete resume writing guides
1
Corporate Workplace Client Relationship Manager Resume Examples & Samples
- Ensures that the services procured through CREW meet the needs of the clients within the framework of the bank's corporate real estate standards, cost models and governance/compliance controls
- Drives a multi-year real estate planning process for assigned areas and develop real estate strategies / recommendations at the portfolio and asset level
- Engages lines of business and functional areas to understand and document business needs and real estate dependencies
- Works with Senior Financial Officer to understand financial and capital impacts of real estate activities for assigned area
- Sets and drives workplace strategies across asset classes and business functions
- Acts as a liaison/ambassador to the line of business for strategic and operational real estate issues
- Oversees the geographic real estate strategy for assigned areas
- Takes a lead to ensure real estate needs are accounted for provides recommendations to the LOB / Function’s senior management on how to most effectively implement the real estate activities
- Develops and recommends real estate solutions by balancing business drives and financial impacts
- Documents short and long term real estate demands for assigned clients
- Act as a go-to escalation point for the line of business on operations / tactical requests
- Develops and delivers real estate reporting for assigned areas
2
Client Relationship Manager Resume Examples & Samples
- Minimum of 5 years experience working as a Client Manager and/or Business Analyst
- Minimum of 3 years of industry experience within TV Broadcasting and/or Cable TV industry
- Demonstrated software/application development/SDLC experience is required. Agile a plus
- Strong knowledge of broadcasting operations and engineering or News business functions within Broadcast TV, Cable TV, or other entertainment/media industries is required since this is the primary client
- Must be able to communicate effectively and tactfully with all levels of personnel -- in person, in writing and on the telephone
- Must be able to organize and schedule work effectively and work well under pressure
- Strong ability to handle multiple tasks with changing priorities, and communicate to all stake holders accordingly
- Must be highly service-oriented, with an intense sense of urgency and accountability
- Must be able to work flexible hours (outside normal business hours), when necessary
- Must be able to function as a hands-on Business Analyst and Project Manager when needed
- Reputation of on-time, high quality delivery of technology systems
- Must be well-versed in the entire MS Office product suite, v2007 or higher
3
Citi Private Client Relationship Manager Resume Examples & Samples
- Serve as the primary point of contact for HNW clients and manage all aspects of the client relationship with Citigroup
- 7 years in financial services with a strong knowledge of investments, banking and credit products
- 5 years client facing experience, specifically; interacting with high-net worth clients and influencing their decision making
- Demonstrated ability to successfully deepen and retain customer relationships
4
Client Relationship Manager Resume Examples & Samples
- Associate Director / Director level
- Undergraduate or graduate in Business Administration (Economics or Finance), CFA or CAIA preferably
- At least 6~10 years of experience in fund management or financial industry, especially covering 3rd party distribution sales
- Good business connections and relationships in the fund management or financial industry
- A self-starter and experienced in managing projects with multi-functional teams
- Excellent people, social, presentation and communication skills, both verbal and written, including a demonstrated ability to present investment management advice and product
5
Post Trade Client Relationship Manager Resume Examples & Samples
- Responsible for advisory, managing and supporting clients using the e-platform (UBS KeyLink) to improve their post-trade processes. He/she will need to identify the specific concerns of clients, provide proactive support to client relationships and develop appropriate solutions
- Take on the entire implementation of new clients to the e-platform by ensuring smooth on boarding i.e proper contracts management and accuracy checks before client go-live
- Provide presentation and training (on and off-site) to end users on the e-products functionalities across different modules - Cash, Securities, FX, Precious Metals etc
- Interact professionally on a daily basis with Internal and external clients, Operations, Sales, Client Relationship teams and IT via Helpline, internal chats and emails
- Initiate contact with partners and clients alike to perform service reviews and suggest areas for improvement
- Taking ownership and respond to client’s e-product queries, and arrange for correction or escalation to other UBS Operations support teams and business groups if further investigation is required
- Generate feedback and further requirements for enhancements from users and communicate these to the development and business teams
- Promote team’s service quality and assist team members with the maintaining of agreed service level standards
- Assist in the production of effective training documentation and materials
- University degree with minimum 5 years of working experience in Client Servicing / Operations team in Cash Payments, Treasury Products or Asset Servicing team
- At least 2 years of client facing experience is required, and preferably in a senior role within the team
- Good front to back settlement knowledge in at least 2 of the following Banking products - Cash, Securities, and Treasury Product is a must
- Able to contribute to the team with existing business knowledge in either Asset Servicing or Cash Management area
- Excellent communication skill and able to express effectively in both business terms and technology terms (eg SWIFT)
- A motivated fast learner with an eye for details to ensure correctness in implementation and day to day servicing
- Strong client service mind-set and analytical skills to be able to analyse client queries, instruction flows and communicate complex problems
- Strong coordination skills, dynamic and flexible, able to multi-task and work well under stress
- Able to operate independently while remaining an integral part of a focused team
- Understanding of SWIFT is a must
6
Cees-trust & Client Relationship, Manager Resume Examples & Samples
- Assist with the management of the department’s day to day operations, including quality control and workflow management
- Assisting with solutions for technical participant requests
- Maximising income from participant relationships
- Liaising with other cees team’s, the Private Banking team / other in-house specialists, and other RBC teams as required to ensure the efficient and coordinated delivery of participant services to members through both trust and company administration
- Liaising with third party intermediaries e.g. lawyers / actuaries
- Preparation of reports / team performance statistics
- Assist with managingteam’s compliance with ISO 9001 requirements
- Adhoc project management
- Contributing to the successful development and growth of this service to participants of corporate plans
- Hold relevant professional qualification
- Excellent understanding of trustee and company risks and responsibilities
- Excellent client handling skills
- Excellent ability to respond / investigate participant queries
- Ability to manage, interpret and report on large volume transactional data
7
Private Client Relationship Manager Resume Examples & Samples
- Jobholder reports to Branch Manager
- Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources
- Compliance with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the RBWM strategy in Canada
- Portfolio income based on local requirements
- Minimum of eight years proven and progressive financial services, and at least 3 years as Relationship Manager
- Equivalent relationship management experience in managing high net worth client portfolios preferred
- Willingness to be mobile in local community
- Mandardin and Cantonese an asset
8
Merrill Lynch Client Relationship Manager Resume Examples & Samples
- Representing the office and Merrill Lynch with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
- Review and approve all new client relationships
- Responsible for managing, training and developing the branch's Client Associates and Service Support Staff
9
Merrill Lynch Client Relationship Manager Resume Examples & Samples
- Reviewing daily trading activity for trends and inconsistencies
- Ensuring that client investment strategies are suitable for their current needs and risk tolerance
- Facilitating compliance training and tracking Firm element and mandated training
- Ensuring that FAs are properly licensed to conduct business
- Leveraging centralized utilities for process improvement
10
Client Relationship Manager Resume Examples & Samples
- Displaying good interpersonal skills, both verbal and written
- Experience dealing with high net worth clients
- Previous experience in an investment area an advantage
- CSC preferred
- Capacity to speak/understand French as well as English fluently
11
Client Relationship Manager Resume Examples & Samples
- Need to be able to work independently with limited supervision
- CFA I/II candidate or looking to take the CFA program in the near future; or, CFP or working towards the CFP designation
- Self-starter with minimal direct supervision
- Ability to work in a fast-paced environment managing work flow across different lines of businesses/departments
- Ability to speak / understand a second language is an asset
12
VP Senior Client Relationship Manager Resume Examples & Samples
- Creating and maintaining a high level of personal contact with your clients
- Effectively managing P&L's for their book of business
- Coordinate and deliver quarterly Service and Investment Reviews with the team
- Identify and leverage the multiple and broad resources Merrill Lynch has to most effectively serve each of your client's unique needs
- Bachelor’s degree. NASD Series 7 and 66 must be obtained within 90 days
- Thorough understanding of Corporate Benefit Plans, as well as the competitive landscape that shape them
- ACRM needs to be a visible leader internally and understand how to maneuver through the organization. While a CRM does not have any direct reports, they need to move others to action by planning, motivating, organizing and directing the work being done
- ACRM needs to be conceptual, be able to recognize problems from few or subtleclues, and be innately comfortable with complex and ambiguous situations
13
Corporate Workplace Client Relationship Manager Resume Examples & Samples
- Actively promotes and implements the CREW service delivery model to clients on a bank-wide basis, promoting value creating opportunities
- 8 or more years of broad real estate experience preferably with a large corporation
- Strong business and financial acumen
- Experience working in a matrix management structure with outsource partners
- Ability to collect and synthesize large quantities of quantitative and qualitative data
- Ability to recognize trends and develop recommendations based on data analysis
14
Client Relationship Manager, Luxembourg Resume Examples & Samples
- Interdivisional support of Sales & Marketing functions by giving advice on offering and preparing input and pricing for service offers (existing clients)
- Act as day-to-day contact and escalation point for client and related external parties in Asset Servicing after on- & until de-boarding. Ensure daily execution and running of client account with competitive response times and with focus on customer satisfaction. Manage UBS overall communication with client
- Maintenance of client files including annual risk reviews; contractual updates; preparation, running and interaction with BoDs, legal, corporate secretary, compliance
- Actively monitor further need of existing clients for new selling/servicing opportunities. Actively work on the client book to identify additional elements we can sell to clients to improve revenue contribution; assess feasibility, timeline and costs
- High standard of service quality and enhancement of UBS Asset Servicing offering
- Continuous client feedback loop and service review meetings regarding operational requirements and functioning of the relationship
- Acquire and ensure necessary high level Luxembourg jurisdictional know-how with regards to legal, tax and operational aspects in relation to the conception and transformation of traditional and alternative fund vehicles
- Establishing and maintaining long-standing client relationships with international corporate and institutional investment fund initiators (Banks, Asset Managers, Insurance companies, Family Offices, Wealth Management B/O etc.) covering custody and fund administration/management services. Maintain and develop working contacts with existing Fund/promoters (together: clients) by promoting the service capabilities and values of Asset Servicing
15
Client Relationship Manager Yrs Exp Resume Examples & Samples
- Degree Qualified in Finance / Business or Equivalent
- 7+ years experience in the funds industry
- Experience of attending and presenting at board / client meetings
- Comprehensive working knowledge of one of the following (fund accounting, transfer agency, custody, trustee and financial reporting)
- Awareness of current industry trends / changes
- Develop and maintain strong working relationships with colleagues in the various different departments, both locally in Dublin and throughout the Group
16
Client Relationship Manager Resume Examples & Samples
- Primary contact between the agent, and client ensuring that all of their needs are met and following up to ensure the account is handled from inception to delivery of first bill
- Assist Producers and Regional Sales staff with developing new and existing clients
- Organize Producer Home Office visits
- Facilitate Implementation call with Broker, Client, Implementations Specialist and Billing representatives to document and gather Case specific information
- Maintain accurate client files, utilizing AWD workflows and EIS
- Review agent and enroller licensing data, work with Contract and Licensing on exception processes
- Process and communicate Broker of Record changes as received/notified
- Communicate, on both a written and verbal basis with a cross-section of stakeholders including brokers, management, enrollers, employers and clients, and other internal departments
- Exhibits regular, reliable, punctual and predictable attendance
17
Client Relationship Manager Real Estate Lending Year Contract Resume Examples & Samples
- Completed undergraduate education
- Fully bilingual (French/English)
- Must have knowledge of the commercial real estate lending marketplace in Canada and competitive positioning within the market
- Strong quantitative skills focused on financial analysis, accounting, and financial theory
- Understands the Scotiabank's objectives, strategies, structure, as well as its lending and deposit products and services
- Must be able to effectively articulate own views both within Scotiabank and externally in the marketplace
- Strong PC skills, including a working knowledge of MS Office
- A high level of attention to detail and rigor
- The ability to manage multiple projects simultaneously while maintaining a high quality of work
- The ability to excel under pressure amid demanding deadlines
- High professional standards
- A strong sense of personal integrity and teamwork
- A high level of energy and a keen desire to learn new concepts
- Independent thinker and proven ability to make decisions
- Real Estate industry experience is considered an asset
18
Client Relationship Manager Indirect Business Financing Resume Examples & Samples
- Responsible for developing new and expanded relationships within the appropriate independent farm supply dealer networks by
- Establishing an effective sales calling program targeting prospects and existing Ag dealer relationships in an effort to grow market share
- Developing and implementing short and medium term strategies to identify prospects
- Negotiating aggressive sales goals based on local market and economic conditions
- Managing the day-to-day relationship with the dealer network
- Responsible for ensuring all aspects of relationships receive ongoing attention as required to maintain and improve the quality of the relationship by
- Ensuring credit applications conform to the criteria set for approval of loans
- Maintain a thorough understanding of the specific loan programs for Yield More Financing accounts
- Enhancing overall dealer satisfaction and loyalty
- Collaborating to develop creative, industry leading, sales and marketing programs
- Provide customer service excellence to meet Bank standards
19
Senior Client Relationship Manager Commercial Banking Resume Examples & Samples
- Identifying prospects/referrals from both internal/external networks
- Identifying and referring sales opportunities to other business line partners in the Bank
- Intermediate credit skills and an understanding of financial analysis, risk analysis techniques and credit adjudication
- Thorough knowledge of commercial lending and deposit products and services, and customer profitability model in order to provide integrated financial solutions
- Proven client prospecting and relationship maintenance/growth skills
- Strong negotiation skills
20
Client Relationship Manager Commercial Bank Resume Examples & Samples
- Developing sales plans for prospects and existing customers
- The incumbent requires a thorough knowledge of the commercial banking marketplace and a general knowledge of key industries and competitive positioning
- The incumbent must possess intermediate credit skills
- Good communication and interpersonal skills are essential to this position. The incumbent must be able to effectively articulate their views both within the Bank and externally
21
Post Trade Client Relationship Manager Resume Examples & Samples
- Take on the entire implementation of new clients to the e-platform by ensuring smooth on boarding i.e proper contracts management and accuracy & suitability checks before client go-live
- Taking ownership to investigate and respond to client’s e-product queries, arrange for correction or escalation to other UBS Operations support teams and business groups if further investigation is required
- University degree with minimum 4 years of working experience in Client Servicing / Operations team in Cash Payments, Treasury Products or Asset Servicing teams. At least 1 year of client facing experience is required
- Strong client service mind-set is needed, and analytical skills to be able to investigate client queries, instruction flows and communicate complex problems
22
Ameriprise Advisor Center Client Relationship Manager Resume Examples & Samples
- Develop and deepen relationships with current clients via the telephone. This includes developing rapport and driving a needs based discussion to engage clients in an effort to understand their short and long-term financial needs. Leverages financial planning tools to provide investment advice to clients and prospects based on financial needs. Recommends suitable products from streamlined list of product solutions leveraging the Product Specialist as needed. Acquires, retains and develops assets of existing clients
- Acquire clients from personal network and client referrals through delivery of high quality client experiences
- Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and requirements up to date
- High school or equivalent
- 1 to 3 years of relevant experience required
- Robust consulting, influencing and client engagement skills. High level of confidence, perseverance, and a strong desire to achieve
- Outstanding verbal, written, and listening communication skills. Superior customer service skills
- Licenses required: Series 7 and Series 63, Series 65 or Series 66, Life, Accident, and Health licenses
- Some College Education/Experience required. Finance, Economics, Math degree preferred
- Previous sales experience or exposure preferred
23
Client Relationship Manager Resume Examples & Samples
- A diploma/degree in a related field
- A minimum of three years experience in portfolio management
- A solid understanding of Portfolio Management, Wealth Management and Banking
- Successful completion of the Canadian Securities Course (CSC) and Codes and Practices Handbook (CSC)
- A professional designation (IQPF, CFA) considered an asset
- A high degree of current market activity
- Highly developped interpersonal skills
- Excellent communication skills in both English & French along with superior problem solving skills
- LI-VM1
24
Private Client Relationship Manager Resume Examples & Samples
- Conducts proactive consultative needs analysis with new prospective customers, including the development of client centric product solutions
- Understands the communication needs of the small-to-medium and large business customers and designs solutions to meet those complex business needs
- Responsible for achieving a monthly revenue quota in data, phone and video sales
- Designs, develops and presents sales proposals and presentations on product benefits
- Self-generates leads by contacting prospective clients by telephone, cold call premise visits, networking and industry events
- Qualifies new leads and requests site surveys to determine serviceability of prospects, including submission of ROI analysis to sales management
- Maintains all sales databases necessary to report sales activity and customer information
- Works with the Account Management team to ensure timely handoff of sold accounts for ongoing management and retention
- Works in conjunction with other business services support groups, including sales engineering, sales support and marketing personnel
- Attends all sales meetings and training sessions as required by management
- Five or more years of sales experience exceeding revenue quotas, preferably selling data, voice and/or video solutions in the telecommunications industry
- Proven business-to-business sales experience with "C level" decision makers preferred
- Working knowledge of computer networking, LAN and WAN technologies, high-capacity and fiber connected networks required
- Strong networking and negotiation skills required
- Excellent verbal, written and interpersonal communication skills required
- Requires ability to multitask, as well as work efficiently and effectively within required deadlines
- The ability to learn quickly and apply that knowledge, along with the ability to work in a team environment is required
- Must have a valid driver's license and clean driving record
25
Client Relationship Manager Resume Examples & Samples
- Primary point of contact for clients/brokers within and across different industry verticals
- Work cross functionally within the matrix organization to define, coordinate and manage client requests and resolve client issues/concerns. Will work internally with technology, legal, sales, implementation, operations, clinical, marketing and communication teams to design and deliver client programs. Will work externally with clients who are in human resources and/or technology roles
- Provide proactive client/broker service and outreach to provide guidance, support and program consultatio
- Proactively monitor and measure assigned client program data throughout the year; provide clients with timely and meaningful insight and/or recommendations
- Provide support and guidance internally and externally to assist clients and co-workers with program design, program engagement initiatives and screening events
- 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 client accounts, 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
- Communication: Demonstrable verbal & written communication skills, able to create formal and informal client/broker presentations, effectively summarize meeting outcomes and design detailed action plan
- Conflict Management: Read situations quickly and adapts accordingly, sees conflicts as opportunities not obstacles, maintains professional demeanor, able to make conflict constructive instead of damaging, cool under pressure
- Decision Making: Uses a mixture of data, analysis, wisdom, experience and judgment to address/resolve concerns. Is solutions-oriented and agile when processing information and managing change
- Self-Development: Committed to continuous improvement, open to learning, motivated to seek out information and knowledge, improving business acumen and industry knowledge
- Integrity & Trust: Truthful & reliable, leads by example, delivers on promises, effectively manages expectations
- Customer Focus: Quickly identifies common ground, knows when to persist and when to compromise, effectively negotiates to deliver a win-win outcome, seeks to develop personal connections with others, motivated to achieve trusted advisor status
- Time Management: exceptional organizational and time/deadline management, effectively manages expectations regarding deliverables, plans the work and works the plan
- Bachelor’s degree or a minimum of five (5) years equivalent work experience in SAAS, healthcare management, and/or human resources/benefits administration
- Willing to actively engage in and contribute to the corporate culture and uphold the company value
- Willing and able to travel, as necessary to meet with clients
26
Client Relationship Manager Resume Examples & Samples
- Build a working knowledge of the practice groups' services as well as a good understanding of each group's strategy, priorities, and clients – characteristics, hot issues, and client value proposition(s)
- Working directly with firm leadership, manage the Firm’s client facing initiatives including statesman’s visits and client feedback initiatives
- Conduct client feedback (alongside or on behalf of partners). Identify opportunities to conduct post-pitch debriefs, post-matter reviews, statesman visits, and annual meetings with clients. Work with partners to prepare for such calls or visits. Conduct such debriefs directly with clients and prospects and report back the feedback to partners, PGLs and others as appropriate
- Summarize, analyze and effectively communicate client feedback and suggest follow-up initiatives to relevant attorneys
- Drive Business Development activity by proactively communicating hot topics, client success stories, business drivers and associated solutions
- Directly support several Firm client teams, helping to identify and implement strategies and tactics to improve client satisfaction, expand into new areas of service and grow client revenues
- Achieve results by influencing others and driving revenue
- Establish metrics and processes to monitor business development efforts, specifically with pursuit opportunities to win work and provide coaching, counseling, and motivation to maximize practice performance
- Lead, motivate and inspire client focused philosophy
- Conduct one-on-one coaching with partners (and with associates as appropriate) on specific business development efforts. Become a trusted BD advisor to these partners
- Assist on significant proposals, RFP responses and pitches for new work. Help draft compelling executive summaries demonstrating our value proposition. Work with partner teams to prepare for in-person meetings and pitches to clients
- Conduct “presence training” coaching and labs with partners to enhance the articulation of key messages for specific client conversations
- Conduct BD workshops and training sessions for partners and associates
- Work closely with the Firm’s Practice Development department personnel on business development efforts of specific practice groups
- Work closely with the Firm’s Library department on client research templates and specific client research in support of client teams, pitches and other specific client opportunities
- Supervise direct reports, coordinating and prioritizing their activities as well as their professional development
- Master of Business Administration degree (MBA) preferred
- Senior professional experience with a minimum of 8 years of experience in business development within a large professional services firm
- Must be able to set goals and take responsibility for achieving them, to establish credibility with partners, to bring to bear the right mix of confidence, tact and persistence in working with the firm's lawyers
- Relentless accomplishment orientation: driven to, and energized by, getting things done
- Track record at securing buy-in, support, and ownership of senior management: effecting change without direct authority
- Getting work done through others: gets the most and best out of the people; sets and communicates goals; measures accomplishments, holds people accountable; gives practical, impartial feedback
27
Client Relationship Manager Resume Examples & Samples
- Knowledge of banking products, systems, policies/procedures and regulations
- Proven skills in building collaboration across various departments or teams
- Strong understanding of customer and market segmentation
28
Client Relationship Manager Resume Examples & Samples
- Initiative to understand client’s business and fit with the companys products and services
- Solutions-oriented approach to account management
- Ability to cultivate multiple relationships within customer organization
- Effective time management, project management and problem solving skills
- Strong interpersonal skills including oral and written communications and
- Unfailing attention to detail and superior organizational skills
- Excellent facilitation and product presentation skills; familiarity with WebEx is a plus
- Passionate about business, industry; eager to master product and service knowledge
- Proficiency with Microsoft Office, especially Word, PowerPoint, Outlook, and Excel
- Periodic travel required (approximately 20%)
- BS/BA required; Master’s degree desirable
- Minimum 5+ years’ work experience
- Project management, sales or account management experience; solution selling a plus
29
Client Relationship Manager Resume Examples & Samples
- RG146 qualifications are highly regarded
- Excellent Client Service Skills with effective written and oral communication skills
- At least 2 years administration experience in the Financial Services industry with a genuine passion for wealth management or financial advice
- A good level of proficiency with COIN, X-Plan or similar technology
- Intermediate Microsoft office skills
30
Im Client Relationship Manager France Resume Examples & Samples
- Maximize retention of assets through regular communication with clients re fund updates, market developments, fund performance and client investments
- Update clients on existing and forthcoming new products and their merits
- Work with and co-ordinate internal resources to ensure production of materials for service and retention purposes are in line with demand and consistent across markets
- Follow up with clients after meetings and conference calls
- Identify opportunities for deepening existing client relationships in the local market (e.g. further investment and cross-sell opportunities with other LOBs)
- Prepare bespoke presentations for meetings, conference call, pitches etc
- Update senior management on opportunities and assets at risk where required
- Identify and communicate client requirements and ensure process shortfalls are acted upon quickly and effectively
- Maintain client segmentation and product alignment plans and database locally
- Identify areas for process - and client service improvements on an ongoing basis
- Provide accurate and appropriate management information to Senior Management
- Comply with all corporate policies relevant to the functions managed including Health and Safety Policy
- Be aware of current regulatory and legal obligations of the function managed
- Report any suspected breaches to the Compliance or Legal departments, as appropriate, immediately on discovery
- Monitor, document and report business risks and internal controls of the function managed, alerting Senior Management immediately of any significant changes
- Thorough knowledge of BNY Mellons Financial products
- Excellent knowledge of asset management industry
- Ongoing knowledge of industry issues, developments andopportunities
31
Citigold Private Client Relationship Manager Resume Examples & Samples
- Deepen wallet share by anticipating client needs and suggesting the most appropriate banking, lending and investment solutions
- Serve as the client's primary trusted advisor for financial matters
- Compliance Oversight and Controls
- 7+ years in financial services with a strong knowledge of investments, banking and credit products
- Securities Licensed: Series 7, 63/65 or 66, Life and Health required - with 60 days to obtain Life and Health, 65 or 66
- 5+ years client facing experience, specifically; interacting with high-net worth clients and influencing their decision making
- Demonstrated knowledge of sophisticated financial services and products appropriate for high net worth clients
- Ability to establish relationships and partner effectively with other departments or businesses within Citi including sales, service, operations and compliance
- Attain personal satisfaction by contributing to the achievement of client's personal financial goals
32
Client Relationship Manager Resume Examples & Samples
- Advanced knowledge of banking products, systems, policies/procedures and regulations
- Strong ability to build relationships with clients
- Strong ability to present and convey information that influences and calls individuals to action
33
Operations Client Relationship Manager Specialist Institutional Securities Group Product Operations Resume Examples & Samples
- Develop and enhance client relationships at multiple levels by providing exceptional levels of client service
- Navigate the Morgan Stanley organization across divisions to deliver timely and accurate issue resolution to complex, business critical issues
- Participate in joint client meetings with SRM, Fixed Income and Equity Sales, PB and OTC Clearing CRM to discuss overall operations performance, business opportunities and means to improving operational efficiency
- Conduct client surveys across products, publish and communicate consolidated semi-annual client feedback report
- Produce OCRM metrics and weekly/monthly soundbite distributions
- Support Operations Account Captain program across products and keep supporting documentation/metrics updated
- Work with Metrics and IT teams to deliver integrated reporting and enhanced web portal capabilities (eg: Client Link, Matrix, Client Scorecard)
- Keep abreast of current and upcoming product and functional specific industry initiative related topics. Be able to provide high quality value added insight to key clients
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Commercial Banking Client Relationship Manager Resume Examples & Samples
- Independently review client trends/issues, proactively recommend solutions tailored to clients needs and provide high quality, high touch service to Commercial clients
- Support client service professionals when needed in handling the day to day client activities/requests for relationships
- Serve as a resource by providing assistance in the resolution of commercial customer's complex inquiries and issues
- Capable of monitoring, reviewing and approving/declining client refunds/adjustments within established empowerment levels
- Research, follow up and resolve client inquiries/problems through interaction with clients, bankers, product partners, branch operations and other staff in a timely and professional manner
- Negotiating legal documents related to Blocked Account Agreements
- Ability to identify cash management product needs
- An evidenced and accomplished history of independent decision making and problem solving
- Extensive knowledge of deposit and treasury products, payment services, regulatory requirements (ie. KYC, documentation) and procedures related to them
- Ability to perform in-depth account analysis reviews, perform annual reviews with clients and be able to identify opportunities for both the bank and the client
- Ability to assist with client prospecting and identify opportunities
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Client Relationship Manager Resume Examples & Samples
- Governance and Strategy
- Lead the Baltimore Site Governance Group on behalf of the Baltimore site and maintain appropriate governance structure that includes compliance with regulations and global standards. The GM will provide all groups support for issue escalation and resolution
- Lead cross-divisional / sitewide strategic planning and optimization with the local business units and site COO and GWS team
- Partner with local business units and all infrastructure teams to manage the evolving needs of the site and ensure adequate infrastructure coverage
- In partnership with the site COO, responsible for all aspects of the site budget and related cost control, management activities and opportunities
- Liaise with senior visitors and stakeholders to address inquiries and feedback regarding the Baltimore site
- Lead local site communications, including town halls and quarterly officer meetings
- Manage local media requests, liaising with Corporate Communications and CS/GWS management as appropriate
- Reinforce Firm’s values and culture through orientation of new employees and sponsorship of social and charitable activities
- Office / Facility / Infrastructure
- Review local and industry trends, wage inflation, and attrition data provided by the site COO and Human Resources
- Oversight and approval of prioritization of existing facility allocations/moves/restacks
- Review and approve the case for additional real estate and options as identified by Corporate Real Estate and the site COO
- Serve as escalation point and representative to senior management in the region on all infrastructure issues (IT, CS, HR)
- Serve as escalation point of all risks (BCP, operational, regulatory); responsible to discuss at the appropriate forums and sign-off on relevant mitigation plans
- Oversight/approval of major office initiatives
- Ensure cross divisional risk management including SMT representation on BCP-related events and sign-off on BCM-related decisions for the site
- Community / Employee Engagement
- Representative for the office in industry forums, conferences, external partnerships and local government relationships
- Participate on select local boards directly related to Firm and local interests
- Ensure site has appropriate committee and affinity group representation in conjunction with Human Resources
- Culture carrying through various employee social and CSR activities
- Leverage expertise to advise Business Units in development of a workforce strategy with the goals of driving down cost, creating centers of excellence, and tapping into diverse labor pools
- Work with Business Units to build and plan their multi-year pipeline of deployments, and maintain a single firm-wide view of all information
- Assist BUs with structure and templates for review of population and develop functional evaluations to determine feasibility for deployment/outsourcing
- Prepare staffing model assessment, as required by following standardized methodologies
- Develop staffing alternatives and opportunities for internal clients based on short and long term deployment strategies and location and market research
- Advise clients on staffing model evaluations, cost analysis, short- vs. long-term deployment strategies. Assist clients in evaluating staffing alternatives for the optimal strategy
- Work with clients to build business case justification for deployments (including financials)
- Advise on best practices and provide ongoing training & development expertise to BUs & GWS Transition Managers
- Provide clients with easy to use deployment status reports for their mgmt reporting
- Assist clients in establishing the governance process (meeting structure, controls and reporting) around their programs
- Work with our Global team to coordinate the timing and execution of all Workforce Strategy moves across all divisions
- Assist in the preparation and analysis of various reports for Senior Management and other groups involved in deployment. Reports include pipeline management, project progress tracking, cost/benefit analysis, space planning, etc
- Present to Senior Management: Regional heads; Site General Managers; Department heads; etc. as required
- Act as liaison between the BU and other internal groups (Legal, Compliance, Sourcing, Human Resources, etc.)
- Adhere to regulatory requirements and MS outsourcing policies as it pertains to potential deployments (internal and external)
- Strong facilitator with the ability to influence people
- High level of business and risk management skills and commercial awareness
- Discreet and professional and an articulate and effective communicator
- Remains calm under pressure
- Strong team player, both locally and with remote stakeholders
- Morgan Stanley / local (internal and external) market knowledge
- Strong consulting, project management and analytical skills
- Very organized and have a high level of attention to detail
- Must be able to manage multiple projects with competing deadlines
- Must have the ability to work independently and make decisions, escalating when appropriate
- Part of a strong integrated team; teamwork is a critical success factor
- Advanced Excel and PowerPoint skills are a plus
- Very good working knowledge of Microsoft Office suite of products
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Client Relationship Manager Resume Examples & Samples
- Act as the central point of contact between identified BB&T LoBs and the Support Services Division. Develop and maintain trust and a strong working relationship with each assigned LoB
- Maintain general understanding of assigned LoBs' organizational structures and business models. Assist LoBs with strategic planning around Corporate Real Estate (CRE) and tactical implementation of division's services
- Conduct strategic planning sessions with LoB Managers and other Senior Leadership Team members to include preparation of short and long term plans for LoB growth and provide updates on projects in progress
- Educate and communicate division and corporate requirements to LoBs by providing a consistent CRE message and facilitate compliance
- Represent the LoBs in all strategic divisional meetings to include portfolio planning, mergers & acquisitions, and transaction requirements
- Develop and manage partnership agreements between Support Services Division and identified LoBs and monitor division performance through standard performance metrics
- Monitor projects in tandem with corporate facility managers from conception to completion for respective LoBs to include; coordination with master broker to survey and acquire new land sites and/or office space, perform and coordinate site analysis and due diligence studies, provide accurate documentation and costs for project modeling, monitor all phases of construction, and ensure proper financial cost allocation upon completion of project
- Implement departmental objectives, strategies, policies, and procedures consistent with divisional and corporate goals for respective LoBs
- Develop, administer, and operate assigned area within expense budget guidelines
- Represent the corporation in business and professional organizations and associations to gain additional perspective and to promote the corporation's public image
- Bachelor's degree or equivalent education and related training
- Two years of CRE experience
- Two years of experience in negotiations within a professional environment
- Proficient knowledge of desktop applications (i.e. Word, Excel, Access, MS Project)
- Available for moderate overnight travel
- Strong knowledge of the Support Services Division and the BB&T Corporation as a whole
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Senior Client Relationship Manager Resume Examples & Samples
- He/she is focused on mid-market segment in Ottawa & Eastern Ontario areaand is responsible for identifying prospects in target markets,developing prospect acquisition strategies,maintaining prospect relationships,maintaining a sustainable prospect sales pipeline
- He/she is conducting prospect sales calls and qualifying opportunities based on customer information and a high level of due diligence
- He/she manages a moderately to higher complex customer portfolio with business development activities that target clients with credit authorizations from $3MM-$15MM and/or client annual sales from $15MM-$75MM (minimum target account loading of 30 borrowing relationships)
- The incumbent is also on the coverage team with the Senior Credit Solutions Manager (SCSM) for client with credit authorizations from $5MM-$15MM
- He/she also partners closely on deal structuring, negotiation and pricing for new and existing customers in this segment
- At least 2 to 5 years of commercial banking experience
- Strong knowledge of the commercial banking marketplace in Canada and a detailed knowledge of the assigned market area’s key prospects, major companies and competitive positioning within the assigned market area
- Strong understanding of the Commercial Bank’s objectives, strategies and structure, as well as its lending and deposit products and services
- Very strong interpersonal skills and communication skills (oral and written).Capability to work in French is an asset
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Client Relationship Manager Funds Distribution Resume Examples & Samples
- You have a longstanding (min. 5-7 years) sales experience and a broad network in the asset management and banking sector in Western Switzerland
- You have gained extensive experience and a sound track record within the asset management industry: direct experience in a sales management role is required!
- You are highly professional, pro-active and focused, with strong leadership, communication & influencing skills
- You couple analytical and conceptual skills with strong presentation and public speaking skills
- You are fluent in French, German and English both written and spoken
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Client Relationship Manager Resume Examples & Samples
- Promotes the development and profitable growth of the commercial banking portfolio in the assigned market area
- Pursues a business development program within the assigned market area according to agreed upon growth objectives
- Ensures all aspects of assigned relationships receive ongoing attention, as required to maintain, improve, grow and retain the relationship
- Safeguards the Bank's assets and liabilities by maintaining the quality of assigned portfolio
- Manage an assigned credit portfolio at an acceptable level of risk
- Knowledge of commercial lending, deposit and electronic service products as well as of general commercial banking marketplace
- Strong communication skills (oral and written)
- Good relationship development and management skills
- Credit analysis skills and experience
- Sales/closing skills and experience
- High energy with positive/winning mindset and success focus
- Able to function independently and be accountable for results
- Continuous learning attitude
- Bilingualism English/French is preferred
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Cees-client Relationship Manager Resume Examples & Samples
- Fiduciary management responsibility for the portfolio
- Maintaining a programme of regular client service visits
- Proactively assisting clients to plan for forthcoming key events (annual contributions / exercises / vesting etc)
- Project managing the implementation of new client plans / projects
- Ensuring consistent high quality service delivery from other units within the division (via regular liaison with relevant management teams)
- Managing regular investment performance review process to ensure all clients in the portfolio are holding appropriate investments
- Maximising income from the portfolio
- Reviewing fee agreements and renegotiating as appropriate in light of current services delivered
- Liaising with intermediaries to identify opportunities for new work
- Actively identifying opportunities to offer additional wealth management services
- Preparing proposal documents for tender
- Deal with customer complaints and take responsibility for them
- Management coaching and development of staff
- Ad-hoc project management
- Technical understanding of Corporate Trust Structures, including IPP’s EFRBs, Savings Schemes and QROPS/QNUPS
- Understanding of UK Pension Regulations / A Day legislation
- Understanding of Guernsey Pension Environment
- Understanding of Guernsey Trust Law
- Awareness of UK tax issues effecting corporate trust arrangements
- Hold relevant processional qualification (e.g. ICSA / ACCA)
- Ability to understand and interpret trust deeds and other associated legal documentation
- Ability to understand and interpret complex company / trust structures
- An understanding of company structures, Guernsey Company Law
- Completer / finisher ability to see tasks through to the end
- Ability to priorities effectively
- Ability to work unmanaged but to know when to consult
- Ability to manage client expectations
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Client Relationship Manager Resume Examples & Samples
- Act as primary plan sponsor contact for all day-to-day plan administration issues and requests. Follow through on all issues to satisfactory and timely resolution by coordinating with service providers, Retirement Plan Consultant and client
- Schedule and prepare materials for educational meetings and campaigns; may include conducting plan review meetings and presenting to participants
- Build relationships with clients and maintain open lines of proactive communication
- Provide subject matter expertise and assistance for training new team members
- Coach and mentor new hires or less experienced employees
- Create and present materials for plan review meetings in conjunction with Retirement Plan Consultants. (Complete outline available in “DFI Scope of Service Document” attached)
- College degree or equivalent financial services industry experience
- 3-5 years industry experience required
- Ability to quickly form and maintain positive, productive relationships with clients
- Strong business judgment
- Ability to work and make decisions independently
- Types accurately for extended periods
- Writes, speaks, and presents clearly and succinctly across a variety of communication settings and adjusts communication style to audience
- Superior attention to detail and follow through
- Ability to work well independently and with minimal supervision
- Excellent organizational and time management skills; ability to successfully multi task and manage priorities effectively
- Computer skills in Microsoft Office Suite, (Word, Excel and PowerPoint)Adobe and SalesForce
- Judgment and problem solving skills based on precedent
- Stay current on company systems and procedures
- Critical thinking required for process improvement
- Problem solving is required for time sensitive client issues arise which require a prompt decision
- Initiative required
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Cees-client Relationship Manager Resume Examples & Samples
- Act as first point of contact for certain corporate clients
- Act as escalation point for team members
- Act as mentor to new team members ensuring training plans are implemented for new recruits
- Preparation and monitoring of timetables for key client events e.g. annual contributions / vesting of awards
- Attending client meetings
- Maintaining a programme of regular client / intermediary visits
- Preparing and delivering client / member communications and presentations in relation to key events
- Assisting with fee preparation and monitoring the portfolio’s debtor position
- Actively build and maintain relationships with internal partners to provide a seamless service
- Hold or be studying towards relevant professional qualification (e.g. ICSA / ACCA)
- Thorough understanding of company and trust structures
- Excellent client handling skills - experience of dealing with corporate clients advantageous
- Ability and willingness to act on own initiative
- Ability to take a commercial approach to decision making
- Ability to collate and present information in a clear and concise manner
- Manage upwards and downwards ensuring all requirements, team members’ and manager’s needs are met
- Ability to prioritise effectively
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Commercial Senior Client Relationship Manager Resume Examples & Samples
- He/she is focused on mid-market segment in Western New Brunswick area and is responsible for identifying prospects in target markets, developing prospect acquisition strategies, maintaining prospect relationships, maintaining a sustainable prospect sales pipeline
- The SCRM is responsible for analysis and completion of credit applications up to 5MM for diverse industry segments, with key emphasis placed on profitability to the Bank
- Intermediate credit skills and understanding of financial analysis, risk analysis techniques and credit adjudication
- Very strong interpersonal skills and communication skills (oral and written)
- Capacity to effectively articulate views both within the Bank and externally in the marketplace
- Proven successful business development and acquisition of new clients through cold calling and building relationships/ networking
- Strong PC skills are necessary, including a working knowledge of MS Word, Excel, PowerPoint and commercial systems and platforms
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Client Relationship Manager Resume Examples & Samples
- Facilitate and coordinate for core products (ACH, Positive Pay)
- Identify opportunities to promote and receive mandate to implement products
- Responsible for assisting the client executive in achieving incremental revenue targets for non credit products
- Proactively work to determine service improvements and solicit client input and feedback on service satisfaction
- Conduct annual relationship reviews with clients within the portfolio
- Conduct monthly client reviews with Client Service Professional, ACSM and Treasury Sales Officer
- Analyze and recommend appropriate service options for specialized customer needs
- Identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk
- Bachelors degree or minimum 5 year equivalent work experience
- Strong analytical skills and the ability to identify credit opportunities
- Knowledge of JPMorgan Commercial Bank and other key operating areas within the firm
- Ability to make high dollar, high impact decisions independently without need for further escalation, and ability to accept responsibility for those decisions
- Thorough knowledge of financial exposure and operational risk related to transactions associated with bank products and services, (ie. products requiring credit approval, blocked account agreements)
- Ability to negotiate legal document exceptions both internal and external
- Ability to understand complex customer structures, (ie. opportunity funds, REITS)
- Comfortable with independent client calling
- Ability to retain and grow the real estate deposit portfolio
45
Exchange Traded Derivatives Client Relationship Manager Resume Examples & Samples
- Managing all queries relating to the client's account on a day to day basis ensuring all queries are followed through to completion and escalating where appropriate in order to highlight risks associated with these queries
- Performing service reviews for the clients, collating metrics, performing root cause analysis for the client
- Where required, be involved in process improvements and projects related to client issues. Participate in project meetings, specification meetings and testing where appropriate
- Provide a single point of contact for all client issues from start to finish, this will include onboarding new clients, managing their smooth transition into the firm, overseeing transfers etc
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Client Relationship Manager Resume Examples & Samples
- Develop a detailed understanding of the client database to ensure a highly responsive service to clients
- Manage client service and administrative functions, by prioritising the daily workload
- Deal with client queries by telephone and face to face when necessary
- Completion of all administrative paperwork
- Typing of miscellaneous client letters
- Scanning & compilation of SoAs & Review reports for delivery to clients
- Preparation of required paperwork to implement advice provided to clients in SoAs & then implementation of recommendations once agreed with client
- Daily management of adviser diary with scheduling client meetings while ensuring preparation work is ready for meetings & then follow up of work required after meetings
- Production of reports from online product platforms
- Completion of other task as required
- Basic understanding and knowledge of the financial services industry highly desirable
- Previous experience in a similar role in the financial services sector
- Good client relationship management skills
- Ability to use online platforms, client database and financial planning software
- Competent to deal with client enquiries and issues over the telephone and face to face
- Ability to work effectively with Advisers to ensure the seamless provision of superior client service at all times
- Understanding of the role of financial service product providers and how they relate to the financial planning industry. – eg. Fund Managers, stockbrokers
- High level of accuracy and attention to detail in administration duties
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Client Relationship Manager Commercial Banking Resume Examples & Samples
- Excellent communication skills, both written and oral, in order to develop and maintain relationships with Commercial business customers
- Prior experience in providing customer needs-based advice and solutions
- A solid knowledge and understanding of financial statements and accounting principles and policies. Previous credit experience is an asset
- Natural curiosity and passion for satisfying customer needs
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Senior Client Relationship Manager National Accounts Resume Examples & Samples
- Provide high touch, “white glove” concierge experience for our National Account brokers, enrollment partners and clients. Must be able to multi-task, make quick decisions in a fast-paced environment
- Oversight of all aspects of the client relationship for assigned clients, including the responsibility of retaining the client by developing multiple key contact relationships between the producer, client and internal TEB team members
- Primary contact between the broker, enrollment firm, technology partner and client ensuring that enrollment implementation and all administrative and service needs are met as well as establishing routine touch points both in person and by phone to ensure the account is handled effectively and efficiently from inception to delivery of first bill and beyond
- Assist National Account VPs in the development of new and existing clients to increase TEB sales, including presenting at new sales, re-selling and retention opportunities, as needed
- Must be able to project profitability of enrollment opportunity at hand with accuracy in order to make decisions on support tools and services to align with the given opportunity
- Primary point of contact for assisting National Account VPs and producers with group information (i.e. renewal information, re-enrollment reports, missing information reports, rates and case set up forms)
- Organize and host producer/client site visits
- Conduct enrollment and product training for enrollments onsite and via webinar as necessary
- Review all Case documents for completeness and accuracy, identify missing or incomplete data working with the broker to resolve any training issues, outstanding or missing items
- Facilitate effective weekly Implementation calls with Broker, Enrollment Partner, Technology Vendor, Client as well as inclusion of appropriate internal staff (Implementations Specialist, Billing Representatives) to document and gather Case specific information
- Provide updates and reports on performance as well as facilitating customer visits and broker stewardship meetings on a routine basis
- Excellent, confident and accurate communication skills are necessary, on both a written and verbal basis with a cross-section of stakeholders including brokers, management, enrollers, employers and clients, internal departments
- College degree in marketing or related fields or equivalent work experience required
- 7 years minimum experience in insurance enrollment or insurance sales and marketing required
- 5 years experience providing customer service to large consulting firms or National enrollment firms and large insurance clients
- Multi-functional/Multi-departmental Worksite marketing and products knowledge required
- Proven ability to handle large producing RVP/Producers and special deals with little assistance
- Approximately 40% travel required
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Client Relationship Manager Resume Examples & Samples
- 20% Administrative
- Copy and track all client and practice materials including business correspondence
- Copy and follow-up with home office on related issues
- Coordinate marketing events for the practice
- Schedule client appointments and prepare agendas and forms for appointments
- Conduct client appointment reminder calls and check-in calls on follow up items
- Perform other allowable duties as assigned by the financial advisor(s)
- 30% Business Management
- Work with home office to ensure accurate account setup and resolve issues
- Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
- Maintain files and records in accordance with the records retention policy
- As necessary, prepare preliminary financial planning recommendations as well as initial product solutions for advisor review and use in client meetings
- Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
- 50% Client Relationship
- Maintain client management system
- Call clients or prospects to set up meetings or appointments
- Document client contact/calls
- Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
- Attend and participate in client meetings
- Conduct transactions on behalf of clients
- Track client special events and make appropriate contact per established client contact model
- Coordinate client appreciation events and seminars
- Answer unsolicited calls from prospects to schedule appointments or refer to advisor
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Corporate Client Relationship Manager, UKI Resume Examples & Samples
- To personally be responsible for the achievement of the retention and upsell business target set at the start of each new year
- To work in collaboration with the Business Development Manager for this vertical and together to be responsible for the of the sector. To include identifying how the combination of new business, upsell and renewals will achieve the total revenue targets for the sector
- Identify which key accounts offer the greatest opportunity for upsell and together with the BDM plan the appropriate action
- To work closely with the PC team to plan and prioritise activity to support the goal of retention and upsell
- To keep up to date with market & competitor developments in this sector and have the ability to speak with confidence on the FTs value proposition for this sector
- Actively network at external events to identify new business opportunities for BDM as well as upsell opportunities
- Ensure dates of all renewals are well planned and work commences three months in advance. Such activity requires excellent organisational skills
- Proven account management experience and of meeting or exceeding retention and upsell revenue targets
- Experience in successful contract negotiations in the online information industry
- Experience carrying out face to face client meetings often negotiating with senior management within the company
- Well developed influencing skills to gain commitment from clients and internal colleagues
- To develop a thorough understanding of the value of the ft from existing clients in this sector. Utilise this knowledge to help develop upsell business
- High level of initiative and motivation
- Excellent organisation skills and ability to work under pressure to meet deadlines
51
Senior Client Relationship Manager Resume Examples & Samples
- Prospecting, Building and Maintaining client relationships with existing and new clients across the Prairies
- Completing due diligence, evaluating risk, and preparing credit presentations and submissions that are concisely written and structured in accordance with the Bank's standards
- Following through with the closing/funding process to ensure on time delivery with clients
- Managing a portfolio of accounts by acquiring a sound knowledge of the Bank's policies and procedures, the real estate industry, and ensuring all compliance policies are followed
- Delivering a consistent customer service experience
- Supporting the business development activities of the Bank
- Remaining well informed on business conditions and the real estate industry in general
- Being decisive by fully understanding the credit transaction, including the risk involved, and making clear and independent recommendations on all credit applications or loan actions
- Strong communications skills, including effective writing skills and interpersonal skills
- Understanding of the real estate industry, both construction and term assets, and the associated risks from a lender's perspective
- Working knowledge of commercial and/or real estate lending products and services
- Thorough understanding of financial statements and the ability to analyze loan requests
- Sound analytical skills to be able to effectively negotiate, structure and underwrite loans
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Client Relationship Manager Resume Examples & Samples
- The ability to develop and manage beneficial relationships with Commercial business customers through a set of retention and growth activities
- Awareness of techniques and tools to identify customer business needs and provide appropriate solutions
- The ability to conduct effective analysis, structuring and presentation of credit proposals
- A solid knowledge and understanding of financial statements and accounting principles and policies. Previous credit experience is an strong asset
- 2-3 years of previous sales experience, preferably within Commercial Banking or in the Finance industry
- Demonstrated strong sales/ closing skills
- Proven ability to network and maintain an active COI network for business origination
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Client Relationship Manager Resume Examples & Samples
- An understanding of treasury and languages would be beneficial
- Relevant experience of broad technical and/or financial services experience such as experience from money funds or corporate client CRM function
- Strong project management and coordination skills
- Excellent organizational and communication (written and presentation) skills are essential
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Client Relationship Manager Resume Examples & Samples
- Assist in preparation for all client meetings, including senior briefing memos, development of agendas, client research, and communication with partners in all practices, development of presentation materials to review relationship and position key trends and new capabilities
- Collaborate with MDs and team on execution of any new business or fee rebid, including understanding pricing, negotiation dynamics and documentation
- Execute projects for MDs, such as client or market research analysis, updates on GFO capabilities or trends, review of client profitability or assistance with tracking of team pipeline and other metrics
- Responds to inquiries from clients and coordinates client activity
- Works with internal partners throughout the bank to facilitate implementation of solutions to client needs
- Documents services provided, specialized procedures, and on-going written communication with clients in managing daily activity
- Develops complete understanding of client's business, objectives, goals, and market challenges to ensure they are compatible with the bank's market strategy
- Counsels client on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating the impact on client's activities and banking services
- Cross-sells bank products/services and participate in development of solutions to client needs, coordinate presentations, bring in experts when appropriate, and ensure smooth delivery of new services
- Manages and enhances client profitability. Monitors and evaluates credit worthiness
- Travels to client locations on a selected basis where revenue, new business opportunities, and/or servicing require a call
- 2-5 years of experience in financial servicing/accounting fields, with client servicing background
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Client Relationship Manager Resume Examples & Samples
- Assist with office operations including answering phones, greeting clients and screening calls
- Process account trades at direction of Financial Advisor
- Process required paperwork for investment transactions; interact with broker-dealer
- Input data into certain online financial planning tools or other order entry software
- Client relations/Educate clients on services
- Scheduling of meetings and appointments
56
Senior Client Relationship Manager Commercial Bank Resume Examples & Samples
- Prospecting, building and maintaining client relationships with existing and new clients; supporting the business development activities of the Bank
- Developing and implementing a structured marketing strategy to maximize business development opportunities for sustainable growth
- Meeting with key industry and business leaders, as well as other centres of influence
- Ensuring all aspects of the assigned relationships receive ongoing attention, as required to maintain, improve, grow and retain the relationship
- Analyzing and completing credit applications up to $5MM for diverse industry segments, with key emphasis placed on profitability to the Bank
- Being decisive by fully understanding the credit transaction, including the risk involved and making clear and independent recommendations on credit applications or loan actions
- Partnering with Senior Credit Solutions Manager, who has responsibility for credit deal structuring, negotiation and pricing for credit authorizations from $5MM-$15MM. Also work closely with the SCSM on deal structuring, negotiation and pricing for new and existing customers in this segment
- 2 to 5 years of commercial banking experience
- Strong interpersonal and communication skills (written & verbal). Must be able to effectively articulate views both within the Bank and externally in the marketplace
57
Operations Client Relationship Manager Resume Examples & Samples
- 5+ yrs experience in financial industry in client servicing or relationship management roles
- Technical understanding of transaction lifecycle in one or more asset classes
- Proven ability to work across global departments to build credibility and strong relationships
- Experience in external client communication and interaction
- Ability to manage virtual teams to delivery on global initiatives
- Proficiency in English
- Able to converse in Mandarin Chinese is a must
58
ICG O&t-operational Client Relationship Manager Resume Examples & Samples
- Act as an escalation point for specific clients on all post execution issues
- Identify areas clients require assistance or guidance; this could be new products, processes, platforms or market initiatives
- Coordinate and chair conference calls and client visits and identify ways to improve satisfaction levels of clients with quality service and delivery
- Take the lead in coordinating internally client cross product restructures or initiatives
- Track all escalated queries through to resolution and perform root causal analysis
- Produce client metrics on a monthly basis, review trading trends, identify any potential operational issues and work with the relevant teams in order to reduce risk of reoccurrence
- Collate MIS and present to senior management
- Work with business seniors to identify business opportunities
- Work with the team globally to ensure a consistent standardised service is provided to clients cross products and location
- Gain an understanding of the roles and responsibilities of the other middle office and operations departments
- Monitor individual performance to enhance career progression
- Ensure up-to-date with Citi and market initiatives and be able to provide guidance to clients
- Assist with implementing systems and process flows within the team in order to improve efficiency and client service
- Good understanding of products covered and current market initiatives
- Familiarity with product workflows (Confirmations, Settlements, etc.)
- Proven client service track record
- Previous experience working in Sales Support, Middle Office or Operations
- Commodities experience is an advantage
- Excellent awareness of client service and expectations
- Ability to learn system processes quickly and suggest improvements to obtain operational efficiency
- Good Excel and report writing skills
- Very strong verbal and written communication skills in both English and Mandarin
- Strong self-motivator with excellent attention to detail
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Strategic Client Relationship Manager Resume Examples & Samples
- Execute the Merchant Sales & Solutions strategy for Australia to increase Visa MSV, market share, data processing revenues and create acquirer, merchant and consumer preference for Visa
- Establish and maintain positive, beneficial and constructive relationships with key merchant client contacts and influence client preference for VISA through provision of valuable business solutions through Visa capabilities
- Facilitate and direct internal Visa operations in response to specific merchant or merchant acquirer requests and ensure delivery of essential business support in line with growing Visa’s share of wallet with the respective clients
- Ensure a sound and healthy working relationship with allocated key merchants and key acquirers in Australia
- Co-ordinate and present business development and product implementation opportunities to clients
- Achieve specific merchant volume targets. Participate in market analysis and local business development and/or product development strategy; develop and submit account and/or product plan
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Client Relationship Manager Resume Examples & Samples
- Developing and implementing a marketing strategy to maximize business development opportunities for sustainable growth
- Pursues a business development program by
- Builds and maintains a market profile by
- Building and maintaining an awareness of local market and general economic conditions
- Thorough knowledge of relationship building and team work skills
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Senior Client Relationship Manager Commercial Banking Resume Examples & Samples
- Developing strategic sales plans for prospects and existing customers
- Analyzing prospect lists and prioritizing business development opportunities based industry/market data and customer analytics
- Partner with SCSM, who has responsibility for credit deal structuring, negotiation and pricing for credit authorizations from $5MM-$15MM
- Referring customers and prospects to the appropriate Commercial Bank segment and partners as appropriate
- Pursues an aggressive business development program within the assigned market area according to agreed-upon growth objectives by
- Leading the direct selling of credit and non-credit commercial products to prospects and customers
- Maintaining effective follow-up with prospects/referrals on any unsuccessful opportunities
- Builds and maintains a high market profile in the assigned market area with both internal and external contacts by
- Planning and completing relationship activities that generate sales opportunities and / or provide value to clients
- Liaising with Bank product specialists to stay abreast of new enhancements, products and services, and to fulfil identified client needs
- Ensures all aspects of assigned relationships receive ongoing attention, as required to maintain, improve, grow and retain the relationship by
- Promoting and encouraging a strong relationship with the SCSM and Client Solutions Analysts (CSAs)
- Using strong knowledge of the Bank’s diverse products and services to ensure the banking needs of each relationship are well understood and documented
- Actively seeking customer feedback on Bank products and services and the delivery of customer service
- Liaising with the Shared Services Business Support Centre (BSC) for fulfilment (including documentation, liaison with 3rd parties, security registration), compliance monitoring, reporting actions and all service activities as required
- Leading the direct selling of credit and non-credit products and partnering with all internal product specialist groups as required ensuring customer needs are met
- Safeguards the Bank’s assets and liabilities by
- Ensuring any support from the BSC on fulfillment, client portfolio monitoring and servicing is completed
- Directing and assisting Client Solutions Analysts in the evaluation of all information received and reporting deficiencies or any negative findings to senior management including RA, and final risk rating assessment
- Maintaining adherence to the Bank’s Anti-Money Laundering program, Know Your Customer requirements and Guidelines for Business Conduct, by reporting any unusual occurrences or fraudulent activities as per established procedures
- Manage an assigned credit portfolio up to $15MM in authorizations at an acceptable level of risk, with accountability for underwriting authorizations from $3MM-$5MM by
- Completing credit reviews in a timely and sufficiently detailed fashion
- Authorizing, renewing or declining customer requests within standard Bank policies and authorized limits, forwarding others as per established processes
- Preparing and/or ensuring all documentation is properly prepared
- Ensuring accounts adhere to the conditions of authorization
- Partnering with the SCSM to obtain guidance on structuring more difficult or complicated credit applications within these authorization limits
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Client Relationship Manager Commercial Banking Resume Examples & Samples
- Identifying prospects/referrals from other internal/external networks
- Direct selling of credit and non-credit commercial products to prospects and customers
- Manage an assigned credit portfolio for authorizations up to $3MM at an acceptable level of risk
- Good communication skills (oral and written)
- Experienced credit skills
- Ability to conduct due diligence on the strength of customer financials for deals of lower size and complexity
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Client Relationship Manager Resume Examples & Samples
- Process activity in assigned accounts based on client directives in a timely and accurate manner
- Work in a team environment providing support for other relationship managers
- Perform Annual Account Reviews on assigned accounts
- Maintain client communications on regulatory, legal, accounting, and account related matters
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Client Relationship Manager for WM & RC Resume Examples & Samples
- You have a longstanding (min. 5-7 years) sales/ fund distribution experience and a deep know-how of the asset management and wealth management industry
- You have a sound knowledge of the asset management product offering and processes as well as a profound understanding of the investment & advisory process
- You are able to work under pressure, handling complex situations and relationships, delivering against tight deadlines, whilst maintaining a high attention to detail
- You call yourself an innovator and self-starter
- You are fluent in German and English both written and spoken. Other languages of advantage
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Capital Markets Client Relationship Manager Resume Examples & Samples
- Bachelor's degree or in lieu of degree 4 years work experience with most being in a customer service area
- Demonstrates a high level of proficiency in the use of computers and software applications (such as Microsoft Office)
- Demonstrated ability to read, analyze, interpret, and comment on legal documents
- Corporate Capital Markets industry preferred
- Demonstrated ability to calculate figures and amounts such as discounts, interest commissions and percentages
- Demonstrated familiarity with corporate structures, relevant laws and regulations
- Demonstrated strategic thinking/problem solving skills
- Working knowledge of specialized internal software applications, including Account Control, BondMaster/CertMaster, or other SunGuard applications preferred
- Demonstrated excellent written and oral communication skills
- Demonstrated managerial or supervisory experience
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Client Relationship Manager Resume Examples & Samples
- Bachelor’s degree in Marketing or related field; or equivalent combination of education and experience required
- 1 year minimum insurance experience in enrollment or sales and marketing role required
- Demonstrated outstanding customer service skills required
- Strong working knowledge of Microsoft Office including Word, Excel, PowerPoint and ability to learn additional software applications as needed required
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Junior Client Relationship Manager National Accounts Resume Examples & Samples
- Provide back up and support to National Account Client Relationship Managers, and assist them in providing “white glove” concierge experience for our National Account brokers, enrollment partners and clients. Must be able to multi-task, make quick decisions in a fast-paced environment
- Oversight of National Account Implementation team including training and consulting on complex case builds, system issues and other electronic needs and task delegation as needed
- Secondary contact between the NA CRM, broker, enrollment firm, technology partner and client ensuring that enrollment implementation and all administrative and service needs are met as well as establishing routine touch points both in person and by phone to ensure the account is handled effectively and efficiently from inception to delivery of first bill and beyond
- Facilitate the contract and licensing process for new agents and review agent and enroller licensing data, working with contract and licensing on exception processes
- Conduct enrollment and product training for enrollments onsite and via webinar and attend benefit fairs as necessary
- Review all Case documents for completeness and accuracy, identify missing or incomplete data working with the NA CRM and/or broker to resolve any training issues, outstanding or missing items
- Facilitate effective weekly Implementation calls with Broker, Enrollment Partner, Technology Vendor, Client as well as inclusion of appropriate internal staff (Implementations Specialist, Billing Representatives) to document and gather Case specific information as needed when backing up NA CRM
- Work in partnership with the other business segments in troubleshooting and resolving account issues, claims questions, audits and rate or premium discrepancies as well as recognizing and heading off issues in the implementation phase to avoid post-enrollment issues where possible
- Maintain accurate client profiles, electronic shared files with all pertinent enrollment/client/broker information, utilizing AWD workflows and EIS
- Utilize CRM (Client Relationship Manager) software, Snapshot Reports and other reporting mechanisms to keep track of weekly calls, sales, implementation check points and production
- Process and communicate Broker of record changes as received/notified
- College degree in marketing or related field or equivalent work experience required
- 3 years minimum experience in insurance enrollment or insurance sales and marketing required
- Worksite marketing and products knowledge preferred
- Multi-functional/Multi-departmental Worksite marketing and products knowledge preferred
- Approximately 30% travel required
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Client Relationship Manager Resume Examples & Samples
- Drive and build strong relationships with a variety of existing high profile and priority clients
- Act as subject matter expert on services and renewal requirements across Tax Ops markets and client base
- Responsible for managing the account opening process, liaise with Tax Ops teams and Citi custodian network to align documentation process with market changes
- Schedule and carry out analysis of clients and markets to determine docs due to expire
- Formulate and deliver clear and secure notification of expiring docs to Citi custody clients
- Liaise directly with Clients to assist and resolve renewal and tax service issues
- Provide dedicated support to assigned clients
- Liaise with local Tax Authorities to request client documentation under power of attorney
- Support and lead on ad-hoc analysis projects and client reviews
- Deliver management and client specific reporting on outstanding renewal requests, identifying risks and actions to resolve
- Participate in meetings when called upon by departmental or section managers
- Relevant 3rd level qualification
- Extensive years of experience in managing client relationships
- Extensive years of experience in a financial services environment
- Direct client communication experience
- Experience of rules driven analysis or projects
- Experience of identifying key data from analysis and presenting to clients or management
- Strong influencing and negotiation skills
- Ability to work in organised fashion on own initiative on analytical, interpretive, and problem solving tasks
- Experience or knowledge of auditing or tax authorities is preferential
- Knowledge of Double Taxation Treaties and entitlements
- Operational custody account and client experience
- Operational or office environment experience
- A detailed and independent thinking style
- Ability to deliver results under direct client pressure while prioritising appropriately
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Client Relationship Manager Commercial Banking Resume Examples & Samples
- Manages a customer portfolio of lower to moderate complexity, with business development activities that target clients with credit authorizations up to $3MM and/or client annual sales from $5MM- $15MM (minimum target account loading of 35 borrowing relationships)
- Responsible for identifying prospects in target markets, developing prospect acquisition strategies, maintaining prospect relationships, maintaining a sustainable proposed sales pipeline, conducting prospect sales calls and qualifying opportunities based on customer information and a high level of due diligence
- Analyzes and completes credit applications up to $3MM for diverse industry segments by using standardized products and processes
- Conducts sales planning and fulfills the execution of services for existing customer base
- Manages an assigned credit portfolio at an acceptable level of risk
- 2 to 3 years of previous sales commercial banking experience or in the finance industry
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Research COE Client Relationship Manager Resume Examples & Samples
- Research Analytics
- Responsible for addressing end-to-end Research Inquiries and follow up completion (on-going) Research Analytics Triaging, Tracking and Reporting (on-going) Accountable for research of quarterly briefings (Quarterly)
- Responsible for Research of Proactive analytics for PM, SRA and RLS (quarterly)
- Internal Stakeholder Management
- Conduct key stakeholder check points (quarterly)
- Maintain Customer Relationship Tracker (on-going)
- Support Maintenance of Key Stakeholder Heat Map (on-going)
- Research Contracts Management
- Support in Tracking research licenses and usage (monthly)
- Address research access requests and register new users (ongoing)
- Resource Awareness
- Plan & Participate in tech expos (APAC Region)
- Tools
- Support maintenance of tools and resources
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Client Relationship Manager Resume Examples & Samples
- The Client Relationship Manager will primarily assist the financial advisor in servicing top clients through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, processing applications and following up on pending business, working with clients to resolve issues and performing other practice management tasks as needed
- College degree or higher
- 2-3 years’ experience in the financial services industry
- Series 7, Series 63 and NYS Life and Health Insurance License required
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Client Relationship Manager Resume Examples & Samples
- Design and manage the implementation of ongoing process and technical enhancements based on analysis of GSO performance and feedback metrics, industry trends & best practices, and CRS strategic initiatives
- Liaison between GSO, CRS, and Citi business users
- Develop strategic plans for future system and GSO process enhancements in support of CRS strategic initiatives
- Approve RFC/ SAR content
- Partner with reporting team to support Data Quality initiatives
- Develop and maintain business workflows, integrations, and downstream system feeds
- Bachelors' Degree or 6-10 years of work equivalent experience
- Must have high attention to detail and presentation skills
- Must have 2-3 years of experience in a finance / accounting related function
- Must have working knowledge of basic GAAP accounting
- Experience in real estate industry is preferred (not required)
- Demonstrated leadership skills – proven ability to lead teams through changes in systems, processes and procedures, while successfully achieving key goals and objectives
- Process and program management skills
- Strong communications skills to support global initiatives
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Commercial Client Relationship Manager Resume Examples & Samples
- Manages a customer portfolio of lower to moderate complexity, with business development activities that target clients with credit authorizations up to $3MM and/or client annual sales from $5MM- $15MM
- Pursues a business development program within the assigned market area
- Strong interpersonal and communication skills in order to develop and maintain relationships with Commercial business customers
- Expert sales/closing skills
- Must have a strong knowledge of the commercial banking marketplace in Canada and detailed knowledge of the assigned market
- The ability to operate in a fast-paced, constantly changing environment
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Client Relationship Manager Mid Market Resume Examples & Samples
- Established portfolio management skills, including proven ability to execute sales activities and manage sales pipeline
- Knowledge of the Canadian Commercial Banking marketplace
- Fluency in English is required and French capability is preferred
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Junior Client Relationship Manager Resume Examples & Samples
- Participate to won client onboarding working closely with Business Development, Sales, Product Sales Specialists and the delivery organization in business and operations
- Integrated CRM for Custody, Depository Bank, Fund Administration, Management Company, Risk reporting
- Provide value to clients through solution adaptation, anticipation and addressing of needs and issues, and harmonious relationship management. Close collaboration with other UBS divisions, cross-border coordination with internal and external contacts and service providers
- Deal with client requests and complaints and involve local or functional specialists to resolve; document meaningful client interaction in call reports
- Preparation of Account Opening and Fund Approval Committees presentation/documentation and request for approval, planning and co-ordination of AOC/FAC meeting, closure of pre- and post-conditions. Strict adherence to approval procedures for new and existing mandates and monitoring or responsibilities for sign-off. Documentary reviews. Integration of existing and new AML/KYC/client review procedures and processes
- Provide value to UBS through effective service delivery, collaborative working environment with internal & external service providers and adequate financial conditions (revenues & costs)
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Client Relationship Manager, Americas Resume Examples & Samples
- Work closely with Director, Client Relations to review assigned accounts and renewal plans. Research and identify high potential and high risk accounts. Develop client service account plans for those with the highest growth potential and greatest cancellation risk
- Meet and/or exceed revenue renewal targets. Identify possible delays in renewals and extend licenses where appropriate Upsell existing renewals by researching usage and through effective contract renewal negotiation Build and maintain strong customer relationships and expand existing accounts Work closely with the Product Consultant team’s to run and analyze usage reports for clients. Identify accounts that would benefit from sessions with training team to increase usage . Ensure timely documentation of all sales activity via our CRM system Assist in special projects as needed
- Awareness of wider industry segment business issues and ability to converse credibly with clients on a range of national and international business topics Excellent communication skills Ability to use influencing strategies to gain commitment High level of initiative and self-motivation, pro-active Some travel is required
- International business outlook / and in depth industry sector knowledge Business acumen Strong negotiation skills Task & time management proficiency, attention to detail Strong working knowledge of MS office programs Prior experience of using CRM systems
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Client Relationship Manager Resume Examples & Samples
- Responsibility for retaining clients by providing outstanding customer service whilst driving MLC's strategic agenda
- Develop and maintain strategic account plans for clients with a focus on profitable organic growth and claims management
- Manage, investigate and resolve escalated client queries
- In the case of difficult claims, liaise with clients as required
- Work with MLC's claims rehab teams to develop and oversee early intervention / return to work programs
- Participate in re-rate processes internally, communicate and discuss outcomes with clients
- Be responsible for client engagement around product initiatives and/or upgrades
- Assist with new business tenders as required. In particular, presentations to prospective clients about Client Relationship Management services would be expected
- Participate in the new business transitions process by being the key contact point to ensure a positive introduction to MLC Group Insurance
- Support other members of the Business Development and Client Relationship teams as required
- A strong working knowledge of the Group Insurance industry including its structure, key laws, regulations and current issues that have an impact
- An understanding of the Superannuation industry
- Take the lead to ensure resources are used efficiently and effectively with client commitments delivered on time
- Disciplined planning, organisation and execution
- High quality communication/presentation skills and the ability to engage all stakeholders to gain agreement for proposed actions
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Client Relationship Manager Resume Examples & Samples
- Manage and resolve a diverse range of inbound and outbound phone calls with advisers and callers in a prompt and efficient manner
- Efficiently & effectively facilitate the organisation of meetings between advisers & lead enquiries
- Capture data in XPlan for lead calls
- Work effectively with the business to achieve best outcome for callers & advisers
- Develop and maintain an in-depth knowledge of ipac products and services as well as the legislative, technical, industry and organisational environment in which they operate
- Develop and maintain an in-depth knowledge of ipac business initiatives so to be able to assist callers to make appropriate contact with advisers where appropriate
- Take ownership of complex issues from the initial query through to its resolution while managing caller expectation of the appropriate timeframe
- Assist with broader team administration activities & support other business units if required
- Liaise with fund managers, brokers and share registries as necessary
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Senior Client Relationship Manager Resume Examples & Samples
- You have a longstanding (min. 5-7 years) sales experience and a broad network in the banking / financial intermediary sector in Western Switzerland
- You hold a university degree or equivalent from a leading school in a relevant discipline such as Economics or Business Administration
- You have gained extensive experience and a sound track record within the asset management industry: direct experience in a sales management role is required
- You have a sound knowledge of the asset management product offering and processes as well as a deep understanding of the investment and advisory processes
- You are fluent in French and English both written and spoken, German is a plus
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Analyst Client Relationship Manager Resume Examples & Samples
- Experience in Asset Management, Private Equity, Hedge Funds, Investment Banking, or related positions is ideal
- The candidate must be outgoing, confident, proactive, organized, have the ability to succeed in a fast‐paced, unstructured environment, and have the ability to multi‐task several projects at once
- Strong verbal and written communication skills. The ability to take complex capital markets and product information and distill down to key points is critical. A superior level of professionalism is mandatory
- Analytical skills, client service, marketing and business development background
- Proficiency with Word, Excel, PowerPoint and CRM experience
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Senior Client Relationship Manager Resume Examples & Samples
- You have a longstanding (min. 5-7 years) sales experience and a broad network in the banking / financial intermediary sector in German Speaking Switzerland
- You have a sound knowledge of the asset management product offering and processes as well as a profound understanding of the investment and advisory processes
- You are fluent in German and English both written and spoken, French is a plus
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Client Relationship Manager Trainee Commercial Agricultural Banking Resume Examples & Samples
- The ability to develop and manage beneficial relationships with Commercial Agricultural business customers through a set of retention and growth activities
- Excellent communication skills, both written and oral, in order to develop and maintain relationships with Commercial Agricultural business customers
- Proven ability to negotiate fees and structure
- Strong understanding of the Agricultural market
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Senior Client Relationship Manager Resume Examples & Samples
- Prospecting, Building and Maintaining client relationships with existing and new clients across BC
- Strong interpersonal and communication skills. The Senior Client Relationship Manager must be able to effectively articulate views both within the Bank and externally in the marketplace
- Strong negotiating and problem-solving skills in handling complex situations: marketing, selling, credit structuring, pricing, problem accounts
- Strong skills in writing, financial analysis, and risk assessment
- Comprehensive knowledge and understanding of Commercial real estate lending
- Strong interpersonal skills, able to develop and maintain beneficial relationships with clients
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Client Relationship Manager Resume Examples & Samples
- Consult with client organization personnel to determine specific educational needs
- Translated client needs into the design of program curricula
- Coordinate resources required (facilities, faculty, etc.) for program development and presentation
- Maintain client relationships to promote ongoing customer satisfaction
- Monitor program delivery and coordinate any required changes or additions to program content
- Collaborate with sales personnel regarding client relations and content delivery
- Education:Bachelor's degree in Business Management, Marketing or related field
- Skills:This job requires skills in developing and maintaining positive customer relationships, specialized educational program content design and delivery, project management and communications
85
Commercial Client Relationship Manager Real Estate Banking Resume Examples & Samples
- Contribute to the development and profitability of the Real Estate Banking portfolio by
- Properly evaluating risk by thoroughly considering the strengths of and major issues relating to the project, the experience and worth of the proponent, and cash flow and asset cover
- Preparing credit applications, annual reviews, client communication, and managing a portfolio of Real Estate Banking products are the primary tasks for this role
- Secondary tasks include assisting with marketing Real Estate Banking products to new and existing clients and assisting with the formulation of strategy to respond to the changing Real Estate Banking industry
- Provide effective account management and safeguard the Bank’s assets and liabilities by
- Acquiring and maintaining a sound knowledge of the Bank’s policies and procedures
- Remaining well informed on business conditions and the real estate industry
- Being decisive by fully understanding the credit transaction, including the risk involved, and making clear and independent recommendations on all Real Estate Banking underwriting and actions
- Interfacing with existing and new clients to understand their banking needs
- Interfacing with Senior Manager, IMS/MBS for Commercial Mortgages funded by third party Investors
- Monitoring all loans to ensure that all conditions are met, and timely action has been taken with sundry maintenance items such as maturity dates and annual reviews
- Identifying and referring sales opportunities to other departments in the Bank, including Global Transaction Banking, Private Banking, Roynat, Commercial and Retail Banking, and Scotia Capital/Capital Markets
- Participating in Real Estate industry events
- Ability to effectively articulate views both within the Bank and externally in the marketplace
- Strong relationship management skills, able to develop and maintain beneficial relationships with clients
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Client Relationship Manager, Nordics Resume Examples & Samples
- To personally be responsible for the achievement of the retention and upsell business target set at the start of each New Year
- To work in collaboration with the Business Development Manager for this vertical and together to be responsible for the development and implementation of the sales plan for the Nordic region
- Identify which key accounts offer the greatest opportunity for growth and work together with the BDM plan the appropriate action to achieve this
- To work closely with the marketing team to help prioritise and drive activities that will support achievement of greater engagement and revenue growth
- To work closely with the Product Consultant team to plan and prioritise activity to support the goal of retention and upsell
- To keep up to date with market & competitor developments in this region and have the ability to speak with confidence on the FTs value proposition for this region
- To prioritise face to face meetings with clients, gain knowledge of the business operations and information needs of the client and actively network to build strong relationships at a senior level and with stakeholders in other departments within the client company. This will lead to a better understanding of requirements and establish new opportunities to support retention and upsell
- Document all sales activity in the CRM system: Salesforce, making sure all opportunities are up to date
- Ensure renewals are well planned and customers are contacted 90 days in advance to ensure a smooth process. Such activity requires excellent organisational skills
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Client Relationship Manager Resume Examples & Samples
- RSM Sales Support
- Build and Strengthen IP Key Client Relationships
- Fund, Market and Industry Knowledge
- Ensure all activities are in line with Treating Customer Fairly outcomes
- Previous experience in a financial sector sales environment
- Ability to demonstrate sound initiatives and take on ideas to be sold to market
- Experience of producing quality reports, letters and general communications
- Sound IT skills, including Word and Excel. Must be open to learning new technologies
- Comprehensive knowledge of financial markets and investment products
- Ability to understand the stock market and investment products
- Ability to understand the products being promoted
- Educated to degree level or equivalent with relevant industry qualifications e.g. IMC, IAC1, IAC3, FPC 3/2
- Full driving licence required
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Client Relationship Manager Resume Examples & Samples
- Proactively acquire new clients by developing a disciplined sales approach, understanding clients’ needs and asking for business and referrals
- Proven ability to establish and maintain a referral network to generate closed referrals
- Undergraduate degree in business or economics or equivalent work experience
89
Client Relationship Manager Resume Examples & Samples
- 3+ years of Investment Management experience
- Series 7 license
- Microsoft Office/Suite proficient (Word, Excel, Outlook etc.)
- CIMA or CFA designation
90
Annuities Client Relationship Manager Resume Examples & Samples
- Strong understanding of investment products
- Strong command of Excel, PowerPoint and Word skills
- Up to 25% Travel required
91
Senior Client Relationship Manager Commercial Banking Resume Examples & Samples
- Advanced portfolio management skills, including proven ability to execute sales activities and manage sales pipeline
- Developed ability to establish and maintain a referral network to generate closed referrals
- Well-developed relationship building and teamwork skills
- 2 – 5 years of commercial banking experience
92
CIB Ops-mmo Client Relationship Manager Resume Examples & Samples
- Fundamental understanding of all CIB markets products. Working/Intermediate level knowledge and experience in derivatives products and processes
- Client focused mentality
- Strong knowledge and experience in end-to-end post trade functions including (trade processing, collateral, valuations, confirmations, settlements, etc.)
- Project/Program management experience. Ability to manage projects and resources
- Excellent written and verbal communication skills. Ability to develop presentation/discussion material that effectively articulates strategy, issues, ideas, etc
- Ability to influence without direct authority. Ability to develop strong relationships with both internal business partners and clients
- Willingness to get into the details – manages at least 1, but likely multiple, client relationship; ability to represent the client point of view to the organization
- Results oriented leadership, supported by facts and data
- Ability to navigate a complex, global organization
- Strong organizational and problem solving skills – ability to prioritize and multi-task
- Self motivator and strong focus on delivery of results
- Change/efficiency orientated
- Intermediate/Advance skill set across Microsoft products (Word, Excel and PowerPoint)
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Client Relationship Manager Resume Examples & Samples
- Establish and maintain relationship plans for all Clients
- Build relationships with key decision-makers
- Maintain an understanding of key Client issues
- Ensure long-term profitability of Client relationships
- Bring less profitable Client relationships to acceptable standards
- Identify, document and manage all risk issues
- Assume primary responsibility for risk management aspect of all Client relationships
- Proven experience of working with clients and/or investment managers
- Experience of working with pension funds highly desirable
- In depth knowledge of custody operations and products
- Ability to persuade and influence at all levels
- Strong commercial awareness
- Strong presentational skills
94
Sales & Client Relationship Manager Resume Examples & Samples
- 10+ years experience of a commercial sales and relationship management team
- Demonstrated a high-level of success in cross-selling products and a track record of meeting or exceeding aggressive product penetration goals
- Demonstrated a high-level of success in establishing and maintaining excellent relationships with clients
- Demonstrated understanding of the business including financial performance benchmarks, key challenges and opportunities and the competitive landscape
- Strong knowledge and understanding of the Commercial and Wholesale Bank business model, products, and customers
- Outstanding professional reputation both inside and outside of the firm
- Proven progressive leadership, management, execution, coaching, and influencing skills
- Strategic thinker who supports the goals and direction of the Commercial Card and the firm
- Proven credit and portfolio management skills
- Strong Knowledge of the US market with emphasis on wholesale payments and all areas of the competitive landscape
- Must have demonstrated experience in cross-selling products and an ability and track record to meet or exceed aggressive product penetration goals
- Strong management skills - must have previous management experience within a Commercial or Card Services environment
- Min. of 10yrs.of strong client relationship / sales focus
- Outstanding leadership and engagement skills with C-level Mgrs
- The ability to inspire others and drive results
- Ability to create positive impact across a matrix management environment
- Strategic thinker and contributor, whilst delivering on the details
- Ability to focus self and others in the face of conflicting priorities
- Business development skills
- Financial P&L Management
- This position requires 40-50 percent travel
- BA/BS degree is required, MBA preferred
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Client Relationship Manager Resume Examples & Samples
- Demonstrated experience in financial services (5 years)
- People leadership
- Experience in client management, ideally group insurance or corporate superannuation (3 years)
- Group Insurance experience
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Client Relationship Manager Resume Examples & Samples
- Complex relationship management with line/staff executive and stakeholder partners in support of delivering the Real Estate strategy for your market(s) including
- Acting as the first and single point of contact for Regional or Community executive escalations. You are the point person who will ensure the appropriate ERE associates are involved in the problem and provide guidance on overall resolution
- Identification and delivery of portfolio insights & innovative / creative R/E solutions that meet TD's nationally articulated network strategy
- Serve as conduit to rest of ERE for local leadership--e.g., Facilities Management, Renos, Relos, NBOs, Consolidations, etc
- Deliver ERE operational strategies that drive local One TD connectivity
- Be the R/E expert on the local market (inc. growth areas, new transportation nodes and retail developments)
- Build relationships with local LLs & Developers
- Develop R/E solutions that meet business needs & that reflect TD investment prioritization
- Development of a deep understanding of LOB strategic plans at the community, trade area, micro market or city and the translation of that knowledge into the proactive development and delivery of innovative R/E solutions
- Lead ERE's efforts at the local level to deliver an agile, efficient, cost effective customer and employee centric, resilient and sustainable real estate portfolio (inc. leadership in Wellness and Environmental)
- Enthusiastic self-starter who owns deliverables end-to-end, meets deadlines and is able to adjust to changing work priorities
- Previous management experience in real estate or market strategy in a retail or financial institution is strongly preferred
- Knowledge of Mapping and Demand Analytical Tools would be an asset
- Financial Business Case Modeling
- Ability to travel 20%-60%
- Skilled user of Microsoft Office suite (Excel, Word, Powerpoint)
- Confident and persuasive in presenting business recommendations to senior executives
- Strong organizational skills and a demonstrated ability to manage multiple responsibilities and initiatives in a fast paced environment
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Client Relationship Manager Resume Examples & Samples
- Primary contact between the agent and client, ensuring all of the client's needs are met and following-up to ensure the account is handled properly from inception to delivery of first bill
- Consult with Brokers on how to conduct business with TEB (including, but not limited to, account set-up, electronic enrollment options, group submission, contracting and initial billing.)
- Primary point of contact for assisting Regional Sales staff and Producers with group information (i.e. renewal information, re-enrollment reports, missing information reports, rates and case set up forms.)
- Conduct enrollment and product training for enrollments on-site as necessary
- Review all Case documents for completeness and accuracy. Identify missing or incomplete data while working with the broker to resolve any training issues, outstanding or missing items
- Facilitate Implementation Call with Broker, Client, Implementations Specialist and Billing Representatives to document and gather Case-specific information
- Provide updates and reports on performance, as well as following up with customers and business partners as needed
- Work in partnership with the other business segments in troubleshooting and resolving account issues, audits and rate / premium discrepancies
- Process and communicate Broker of Record changes as received / notified
- Bachelor’s degree in Marketing or related field; or equivalent combination of education and experience
- Minimum one year of insurance experience in an enrollment or sales and marketing role
- Demonstrated outstanding customer service abilities with strong problem resolution and relationship building skills
- Proven time management skills with ability to skillfully juggle multiple priorities
- Strong working knowledge of Microsoft Office including Word, Excel, and PowerPoint
- Ability to learn additional software applications as needed
- Prior Insurance Account Management Experience is ideal
- Worksite Marketing and Products knowledge desired
- Prior sales experience helpful
- Life and Health License a plus
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Senior Client Relationship Manager Health Benefits Resume Examples & Samples
- Supports all aspects of client service delivery
- Manages client expenses with budget parameters and communicates client financial updates
- Manages to specified client retention targets
- Partners as needed with all appropriate parties in support of client on boarding, servicing and communication
- Provides consistent and continual updates on the client relationship status to our banking partners who include the corporate banker, treasury sales officer and other members of the executive client relationship team
- Conducts regular meetings with our retirement group CRMs and Directors for all integrated clients
- Provides consultative program design support to clients
- Excellent project management, analytical and presentation skills are crucial as well as attention to detail and a focus on accuracy
- Manages client requirements gathering and facilitates the on-boarding and enhancement process
- Presents analytics and trend analysis of client’s program performance
- Must be able to work independently while making sound judgment calls
- Responsible for process improvement initiation, analysis, and execution to drive efficiency in the client servicing and on-boarding model
- Requires ability to navigate between long-term strategic and short-term tactical goals
- Leverage Six Sigma methodologies to implement enhancements that drive efficiency and mitigate risks
- Direct and manage large projects from initiation through implementation or service as an effective contributor on team projects
- Routinely partners with sales and participants in top-tier prospective client finalist meetings
- Bachelor’s degree required, plus 5 - 7 years of account management experience. Master’s level degree is a plus
- Work related experience with consumer directed healthcare and account administration
- Strong ability to identify customer needs and be able to provide proper internal business resources to solve the need
- Experience with business and process analysis, translating ideas into business requirements and managing project flows
- Strong team player, well organized and be able to handle multiple assignments and responsibilities simultaneously
- Previous experience in the HR industry (preferably experience managing healthcare products and solutions, ideally, Health Savings Accounts, Health Reimbursement Arrangements, and/or Flexible Spending Accounts)
- Significant Client Services and presentation experience
- Ability to function in a highly matrix environment
- Trend analysis and presentation
- Issue identification, escalation, tracking, and communication
- Direct and manage large projects from initiation through implementation or serve as an effective contributor on team projects
- Manage expenses within budget parameters and communicates client financial updates
- Experience with Consumer Directed Account-Based Health Care programs including HSA/HRA/FSA. Exposure to working with Health & Welfare professionals within a large institutional employer group. Strong experience in working with national consultants with a specialty in Health & Welfare programs and account-based health programs
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Client Relationship Manager Resume Examples & Samples
- Act as the primary contact for an assigned portfolio of clients for the Branch and Company
- Liaise with clients to better understand their needs and requirements, and to identify potential process improvements and / or additional services
- Board meetings - attend client board meetings and coordinate with the various departments / teams regarding their respective attendance, resolution of matters arising from previous board meetings and anticipating possible discussions items at the board meetings
- Inform clients of existing and upcoming products and services as well as assisting clients launch new funds and / or services
- Keep management (including Heads of Regional Coverage and Business Development Director) abreast of all issues arising concerning each client
- Liaise with colleagues internally to ensure all outstanding operational issues are identified and addressed, and where necessary advise the client
- Participate in 'ad hoc' projects
- 7+ years' experience in the funds industry
- Good knowledge of current regulatory developments affecting the funds' industry
- A business graduate or similar / relevant qualification
- French would be an advantage
- Strong competency in both written and spoken English for the professional working environment
- Develop and maintain strong working relationships with colleagues in the various different departments, both locally in Dublin and throughout the wider group
- Develop and maintain excellent working relationships with a portfolio of clients
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Client Relationship Manager Resume Examples & Samples
- Dedicate the majority of time to managing existing as well as identifying and developing new relationships with key clients (clients identified as: plan sponsors, investment managers, insurance companies, sovereign funds, etc.)
- Conduct business reviews to include analysis of trading activity, program participation, benchmarking and overall opportunities for improvement
- Provide ongoing sales and education to existing and prospective clients, investment managers and other counterparties on Russell’s philosophy and approach to execution services and commission management
- Qualify prospective clients via telephone, email and in person meetings. Develop relationships along the spectrum from prospect to client status
- Work closely with other RIS associates as well as the global GTM teams to effectively identify cross selling opportunities and engage colleagues in the sales process as necessary. Work with team members to continue to educate on the overall client management process
- Provide guidance to more junior team members ensure that client, broker and investment manager concerns are effectively managed
- Experience in the investment or investment related industry
- Knowledge of trading/brokerage services and capital markets
- Knowledge of the institutional asset owner and asset manager communities
- Proven abilities to proactively develop business, including cold calls
- Ability to establish and manage industry partnerships
- Ability to identify strategic opportunities and negotiate partnerships
- Ability to influence, sell concepts and negotiate
- Bachelor’s degree required, finance or marketing preferred
- FINRA Series 7 and 63 required, or the ability to obtain within 3 months of employment
- 2-5 years of relevant industry experience
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Client Relationship Manager Resume Examples & Samples
- Help manage all existing client relationships through daily outbound, proactive contact (phone calls and emails)
- Build deep relationships with our clients and partners
- Insure all social and educational events are well planned and well attended
- Capture and record detailed information about clients, partners and prospects that the Financial Advisor and other team members will find helpful with sales and building good will
- Identify and record all outside assets and opportunities held by clients and as much as possible from prospects
- Assume ownership for office preparation and staging to insure consistency in the client meeting experience
- Field client inquiries and resolve service issues
- Process and track account transfers
- Respond to client questions regarding their account(s) with factual information
- Assist clients with our technology, including online/mobile form processing and account access
- Properly record all interactions within customer relationship management software
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Client Relationship Manager Resume Examples & Samples
- Enthusiastic self-starter, who owns deliverables end-to-end, meets deadlines and is able to adjust to ambiguity and work priorities
- Previous management experience in Corporate Real Estate
- Contribution to development of business cases
- Ability to travel to the U.S as required (2-4 times per year)
- Proficient in Excel, Word, PowerPoint
- Confident and persuasive in presenting business recommendations
- Ability to manage multiple responsibilities and initiatives in a fast-paced environment
- Bachelor Degree in real estate, architecture, design or real estate project management, or a Business Degree
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Client Relationship Manager Resume Examples & Samples
- Establishes productive, professional relationships with key personnel, including C-level executives and the client benefits team
- Gather in-depth knowledge of client company strategies, goals and objectives
- Develop robust engagement plan that will create excitement and high registration & utilization rates for Life Time products & services
- Execute on contract specifications and manage the day-to-day deliverables
- Analyze data and reporting available to make strategic recommendations to enhance program engagement and maximize program outcomes
- Create annual wellness champion strategic plan and conduct applicable training necessary to execute the strategy
- Main point of contact for client execution to ensure accuracy and timeliness of program delivery
- Bachelor’s Degree (B.S.) in a related field (healthcare/ population health/ health sciences)
- 5-10 years of account management experience
- 5 years of managing large national employer clients desired
- Experience working clients on their wellness strategy and with wellness champion networks is a plus
- Excellent teamwork and communication skills
- Solution oriented with good problem solving skills
- Skilled in managing client expectations
- Professional approach with clients
- Relentless attention to detail
- Proactive and take initiative
- Ability to work toward strict deadlines
- Ability to travel up to 10 percent
- Position resides in Chanhassen, MN
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Client Relationship Manager Resume Examples & Samples
- 7-10 years of experience in the Pension industry
- Experience with Defined Benefit administration
- Good knowledge of group annuity products and sales channels
- Good knowledge of the regulatory and tax requirements
- Advanced Microsoft Excel and Word skills
- Knowledge of Pension admin systems (e.g. BenPlus)
- Undergraduate university degree
- Life insurance and Pension industry related education (e.g.: LOMA, CEBS) is an asset
- Fluency in English and French (oral & written) is a definite asset
- In-depth analytical and problem solving skills
105
Client Relationship Manager Resume Examples & Samples
- Change Management/Project Management implementation for new clearing products, new Central Counterparty Clearing House (CCPs) and new client requirements
- Ownership and delivery as well as strong understanding on client service/client relationship management projects – clearing flows, new products, new CCP’s
- Providing thought leadership on market and regulatory change through supporting and presenting at market initiatives client meetings
- Including client feedback and requirement gathering for internal or industry consideration
- Implementation of Client Relationship Management strategies
- Build strong client relationships and partner with them for clearing and PB
- Escalation point of contact for all client issues (trade booking, collateral, reporting, and reconciliations)
- Ensure all client issues are resolved by interacting with internal departments and providing them 100% resolution. Ensure all client issues have been closed out with the client advising of actions taken and ensuring client is satisfied
- Build relationships with key stakeholders – Information Technology (IT), Trade Services, Middle Office
- RFI (Request For Information) completion for new business/mandates
- Arrange client visits for operational review meetings
- Attendance to pre-go live client pitches for operational walkthroughs
- Compile client specific management information for client meetings and management requirements
- Analyse client data and complete root cause analysis on key issues/trends identified ensuring that preventative measures are taken to avoid recurrence of issues
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Newton Senior Client Relationship Manager Resume Examples & Samples
- Build and maintain successful relationships with clients in order to complement and support the investment management relationship
- Be the primary point of contact at Newton for clients and their advisors and manage the timely and satisfactory resolution of issues. Similarly, be the point of contact within Newton for all representative client enquiries
- Participate in client conferences and presentations and, where appropriate, external seminars and industry events
- Participate in pitches and client meetings as appropriate
- Provide input into the product development process
- Oversee all aspects of standard communication with the client and their advisors covering investment issues, administration and fee payment to ensure a high level of client servicing is achieved
- Develop a proactive “investment solution” relationship with the client i.e. be aware of changes to their company/pension scheme/risk profiles or overriding regulations which will trigger changes to their investment management requirements and put forward appropriate Newton solutions
- Ensure fund managers receive all the relevant information about “their” clients and are assisted in the preparation for and supported in client meetings
- Support colleagues within the client service function to ensure all client queries are handled in their absence in a timely fashion
- Familiarisation of industry changes, conveying these to clients and appropriate internal departments
- Participate in projects designed to further client service excellence
- Contribute to, and lead where appropriate, business projects or initiatives
- Act responsively to new business opportunities from new or existing clients
- Protect the interests of Newton when dealing with clients and their advisors
- IMC (or equivalent industry recognised qualifications)
- Prior experience within a relationship management role
- Ability to manage relatively complex and multi-faceted relationships
- Detailed knowledge of markets, the asset management industry and current and anticipated industry developments
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Client Relationship Manager Trainee Commercial Banking Agriculture Resume Examples & Samples
- The ability to develop and manage
- Proven ability to network and maintain
- High level of financial analysis
- Natural curiosity and passion for
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Client Relationship Manager Foreign Exchange Prime Brokerage Resume Examples & Samples
- Change Management/Project Management implementation for new client requirements
- Ownership and delivery as well as strong understanding on client service/client relationship management projects
- Build strong client relationships and partner with them
- Escalation point of contact for all client issues (trade booking, collateral, reporting, reconciliations)
- Build relationships with key stakeholders – Information Technology (IT), Transaction Management Group (TMG), Middle Office, System Resource Managers (SRMs) and the business (Product Development and Client Experience teams primarily)
- Pro-active communication, both with internal stakeholders and clients
- Arrange Client visits for Operational review meetings
- Compile client specific Management Information (MI) for client meetings and management requirements
- Analyse client MI and complete root cause analysis on key issues/trends identified ensuring that preventative measures are taken to avoid recurrence of issues
- Preparation of client billing and following up with the client on unpaid amounts
- Background in financial services industry and knowledge of the FX business
- Demonstrate ability for continued improvement for the benefit of Bank and Client
- Client and control focused
- Good understanding and appreciation of Operational Risk i.e. Root Causes, identification of risk, effective escalation, capture and close out
- Strong communication and client service skills
- Proven experience of delivery on client service projects
- Ability to interact with senior management in a confident and accurate manner
- High level of team-orientation, proactive and results-driven
- Be self motivated, proactive, innovative and possess an ability to prioritise your day
- Good time management, maintain tight controls around resolution of queries, ensuring clients always receive good feedback
- Identify areas for process improvement by performing root cause analysis
- Proven experience in an investment banking or broker/dealer environment
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Client Relationship Manager Resume Examples & Samples
- Manage work/time to optimize client interactions. Includes: preparing for calls to clients, setting and holding regular (quarterly) meetings with current clients, gathering and documenting information to ensure compliance requirements are met, facilitation of appropriate business processes and the monitoring of interactions and next steps
- 1-3 years financial services experience
- Current FINRA Series 7
- State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
- Must have or obtain Life, Accident and Health Insurance license within 30 days of hire date
- Comprehensive understanding of the financial services market, economy and industry trends
- Robust consulting, influencing and client engagement skills
- High level of confidence, perseverance, and a strong desire to achieve
- In depth knowledge of financial products and financial planning
- Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand
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Client Relationship Manager Foreign Exchange Prime Brokerage Resume Examples & Samples
- Trade capture, trade matching, exception resolution, trade lifecycle event management and reconciliation – covering FX Cash, Options and Exotic Option products
- Client service/client relationship management projects
- Ability to build strong client relationships and partner with them
- Point of contact for all client issues (trade booking, collateral, reporting, reconciliations)
- Build relationships with key stakeholders – Information technology (IT), Transaction Management Group (TMG), Middle Office, System Resource Managers (SRMs) and the FXPB business
- Understanding of Investment Banking Operations and trade lifecycle
- Client service mindset
- Strong interpersonal skills in order to assist client in resolving any issues they may and/or partner in projects with them
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Client Relationship Manager Resume Examples & Samples
- CRM's provide customer relationship management and consulting services to our producers/brokers by responding to or directing producers/brokers inquiries, including applicable research; demonstrate proactive consultative resolutions to producers/brokers business; and assist in identifying producers/brokers objectives and communicates TEB product and/or enrollment solutions
- Assist Producers and Regional Sales staff with developing new and existing clients. They assist with the marketing strategy, employee collateral and process for enrolling to ensure successful participation in the group
- Consult with brokers on how to do business with TEB (including but not limited to: Account set up, electronic enrollment options, group submission, contracting and initial billing). The CRM partners with producers/brokers to develop plan design, marketing communication campaigns and education approaches for employer group and their employees around enrollment strategies
- Provide training on TEB products and enrollment options. The CRM is the person who is facilitating and developing the training for the agent or employer group and determines what other administrative/processing areas should be included
- Facilitate the contract and licensing process for new agents. The CRM is providing the direction on overall process. If there is an issue, will assist in trouble-shooting
- Organize Producer Home Office visits. They put together information based on the client’s needs and business model
- Review all Case documents for completeness and accuracy. Identify missing or incomplete data working with the broker to resolve any training issues, outstanding or missing items. The CRM interfaces with producers/brokers to direct daily processes while maintaining our company objectives and profitability
- Work in partnership with the other business segments in troubleshooting and resolving account issues, audits and rate or premium discrepancies. The CRM is accountable for providing a high level of responsiveness, positive and proactive relationships with both internal and external customers to include handling escalated and complex situations
- College degree in marketing or related field or equivalent work experience
- 5 years minimum experience in insurance enrollment or insurance sales and marketing
- 3 years experience providing customer service to large insurance clients
- Some travel required (approx. 30%)
- Worksite marketing and products knowledge
- Life and health insurance license highly preferred
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Client Relationship Manager Resume Examples & Samples
- Creating and maintaining a high level of client satisfaction as measured by both internal and 3rd party benchmarks
- Consultatively cross-selling additional products and services to support Client needs
- Coordinate and deliver quarterly Service and Product Reviews with the team
- 10-15 years of industry experience
- Bachelor’s degree required. NASD Series 7 and 66 must be obtained within 120 days
- Thorough understanding of the equity compensation industry, as well as the competitive landscape that shape them
- Ability to travel up to 20% of the time
- Ability to manage complex projects and work with a cross-functional team
- Strong leadership traits as the CRM is a visible leader internally. While a CRM does not have any direct report responsibility, they need to move others to action by planning, motivating, organizing and directing the work being done
- Ability to be conceptual, be able to recognize problems from few or subtle clues, and be innately comfortable with complex and ambiguous situations
- Additional benefit product knowledge and/or experience is a strong plus (Defined Contribution, Non Qualified Deferred Compensation, Defined Benefit or Health Benefits)
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VP-client Relationship Manager Resume Examples & Samples
- Serve as the point of contact for all systems related to their respective area and will provide direct process and technical expertise to the end user community
- Work closely with the GSO End User Support team to ensure both process and technical requests follow appropriate life cycle, service level agreement, and check out processes
- Provide CRS Portfolio related process and system expertise to CRS and business end users
- Provides cross-training for GSO CRMs
- Participate in testing process, including the development of testing scripts that represent both business and technical requirements
- Partner with training team to develop training content and programs for GSO team and end users
- Partner with prod support to resolve technical issues
- Knowledge/Experience
- Detailed oriented with strong organizational skills and ability to follow items through entire life cycle to ensure completeness
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Client Relationship Manager Resume Examples & Samples
- Established
- Proven
- Intermediate
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Senior Client Relationship Manager Real Estate Banking Resume Examples & Samples
- Provide effective account management and safeguard the Bank’s assets and liabilities
- Support the business development activities of the Bank
- Support the Real Estate Banking Team’s activities
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Client Relationship Manager Resume Examples & Samples
- Minimum of 2 years insurance experience in enrollment or sales and marketing role
- Minimum of 2 years Client Relationship Management/Account Management in the insurance industry
- Life and Health License
- Worksite Marketing and Products knowledge
- Strong working knowledge of Microsoft Office including Word, Excel, PowerPoint and ability to learn additional software applications as needed.
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Client Relationship Manager Resume Examples & Samples
- Day to day client contact working alongside Invesco Client Directors, Client Managers, Sales Managers, responsible for servicing all UK, Benelux and Nordic Institutional clients and prospects. Maintenance and updating of the CRM system
- Deal with client requests, for an identified group of clients, in a timely and accurate manner, liaising with appropriate areas of the business as necessary. Develop and maintain good relationships with all appropriate INVESCO teams
- Oversee the production of regular reporting, client meeting materials and client static data to ensure accuracy and relevance to the clients
- Undertake ad hoc tasks, outside of those listed, in keeping with working in a small team. Represent the Institutional Client Team for internal projects
- Ensure that all issues are logged and escalated and that preventative measures are introduced as require
- Attend / host client meetings and events as required
- Acquire and maintain an understanding of the relevant INVESCO investment products, keeping abreast with changes to teams, processes, vehicles, etc. Maintain an up-to-date knowledge of current economic environment
- Oversee and co-ordinate the completion of RFPs and investment consultant requests for information, ensuring timely and accurate delivery
- Ensure all activities are in line with TCF outcomes
- Have named responsibility for a defined group of Institutional relationships
- Demonstrable experience of investment, clients and the UK institutional business
- Has experience of all matters pertaining to a client base
- Excellent understanding of company products, company processes, regulatory requirements and business risk
- Needs excellent knowledge of client requirements in the UK Institutional marketplace
- Knowledge of investment theory and practice
- Up to date knowledge of current economic environment
- Degree education, ideally with relevant financial services industry professional qualifications
- Strong customer focus and excellent relationship management skills
- Strong influencing skills and excellent communication skills
- Strong commercial focus and good judgement
- Self motivated, disciplined, organised and flexible
- Resilience and decisive
- Ability to work in pressurised and complex organisation
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Client Relationship Manager Resume Examples & Samples
- Partner with the implementation team to onboard all new strategic clients
- Optimize every client interaction to assess additional client needs and uncover additional sales opportunities
- Prepare client correspondence per established communication plan and communicate regularly with clients, both proactively and on demand
- Resolve service delivery or quality problem issues raised by strategic accounts and work with internal teams to respond to these issues, including participating in problem resolution process with support teams and ensuring appropriate resources remain focused on the resolution; escalating issues through management teams as needed
- Know and apply the stated client contractual terms and commitments to ensure all contractual obligations are met, including service level agreements
- Work with sales to ensure regular and structured client contact via scheduled meetings and reporting
- Coordinate, plan and prepare for annual account reviews
- On call responsibilities after hours on a rotating basis
- Bachelor's degree in the information technology industry or equivalent related industry experience
- 5-7 years of industry experience; 5-7 years client facing experience preferred
- Advanced consultative skills with the ability to collaborate and to explore options, to demonstrate and to effectively use active listening skills to understand client needs. Six Sigma certification preferred
- Advanced ability to use data quality concepts and tools to effectively resolve client issues, while valuing client needs as high priority
- Advanced oral and written communication skills; must be able to communicate technical concepts to both technical and non-technical audiences
- Advanced ability to deliver client presentations and performance analysis via the telephone and in person to high level clients
- Advanced analytical and problem solving skills as well as the ability to understand and think analytically about complex business problems
- Strong time management skills and strict adherence to timelines, with the ability to operate within a structured approach and to deliver results. Possesses the ability to prioritize and handle multiple requests concurrently. Self-Motivated
- Advanced ability to work in a team environment, by soliciting input and feedback. Deals effectively with conflict
- Advanced ability to effectively set direction, align constituencies, and motivate others
- Must be able to travel up to 25% of the time
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Merrill Lynch Client Relationship Manager Resume Examples & Samples
- Responsible for overall delivery and management of the client service experience for the Market and Complex. * Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience. * Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Lynch clients. * Responsible for transition and coordination of clients to Merrill Lynch, including review supervision and approval of new accounts. * Responsible for the coordination of recruits transitioning from the competition. * Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators. * Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets. * Responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Complex, managing head count report, etc. * Serve as point of contact for implementation of the WMW in the Complex, serve as the ongoing WMW conduit for all enhancements including communications and training. * Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing work flows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole. * Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators. * Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and Legal when appropriate. * Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. * In partnership with OMT, responsible for reassigning accounts. * Ability to monitor, assess, execute and address client needs in an effort to ensure overall service satisfaction, retention and acquisition. * Liaison to various service and operational partners to drive client satisfaction opportunities
- Strong communication and influencing skills
- Client Centric and servant leadership mindset
- Expert in your area of responsibility
- Demonstrates a bias towards service yet exhibits strong risk management skill set
- Deep understanding of industry service practices, online/mobile environment
- Demonstrates sound and consistent business judgment based on thorough review of information available
- Accountable for responsiveness, transparency, awareness, and effective management of risk
- Excellent analytical skills and financial acumen with ability to identify trends, understand root cause and effects that impact client satisfaction
- Institutional knowledge of products, services, and platform that drive client solutions
- Deep understanding of business strategy and the connection to service delivery ( OPM, GBWM, Value Based Advisor…) Process design skill to align service delivery to business goals
- Strong relationship management skills both with our clients FAs and CAs
- Ability to clearly articulate complex offerings to clients, FA and CA
- Partners with others to develop client solutions to complex issues, while applying appropriate judgment
- Maintains an executive presence, communicates crisply and clearly, and inspires others through effective leadership
- Leads with courage and conviction, through candid communication and respect for the individual
- Strong time management, organizational skills and an ability to prioritize
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Merrill Lynch Client Relationship Manager Resume Examples & Samples
- Representing the office and Merrill Lynch with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal
- Counsel
- Responsible for overall delivery and management of the client service experience for the Division and Market
- Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience
- Responsible for the coordination of recruits transitioning from the competition
- Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators
- Responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Market, managing head count report, etc
- Serve as point of contact for implementation of the WMW in the Market, serve as the ongoing WMW conduit for all enhancements including communications and training
- Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis
- In partnership with Office Management Team, responsible for reassigning accounts
- Ability to monitor, assess, execute and address client needs in an effort to ensure overall service satisfaction, retention and acquisition
- Liaison to various service and operational partners to drive client satisfaction opportunities
- Minimum 5+ years professional experience required
- Series 7, 9, 10, 63 and 65 or 66 required
- Prior trend analysis experience
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Client Relationship Manager Resume Examples & Samples
- Post Secondary (College diploma/University degree) & / or 4 to 5 years work related experience
- Experience in direct sales, implementations or servicing of major clients
- In-depth knowledge and understanding of our Products/Services – One Card, Travel, Pcard, Virtual Card, Fleet
- A self started, team player, be well organized, have strong problem solving and analytical skills with excellent communication skills both written and verbal
- Must be able to work independently and manage resources from other banking groups
- Either obtained or is the process of accreditation in project management or business analyst disciplines
- Excellent knowledge of NCCS skills, Excel, PowerPoint, Word, TSYS, Spend Dynamics
- Strong presentation skills, particularly to a large audience, creating and facilitating the presentation
- Ability to lead and run a client meeting, deal effectively with Senior Management (internal/external)
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Client Relationship Manager Resume Examples & Samples
- Experience in delivering Annual Reports would be an advantage but not essential
- An interest and experience in digital or brand communications and an understanding of wider communication and marketing issues, and the role of brand and design within them
- Have some prior project management experience (including costing projects, scheduling, cost control, team and client communication)
- Be process oriented with an eye for detail
- Be prepared to take responsibility for delivery either as part of a team or individually
- Have a quality service ethic whilst understanding the commercial realities of agency operation
- Be able to build relationships with clients and suppliers
- Be literate, numerate and personable – good at oral and written expression
- Have an enquiring mind, capable of questioning the brief, developing a point of view and able to advise a client authoritatively
- Have a desire to succeed and thirst for growth
- Be driven to want to achieve more, both individually and collectively as part of the wider agency and have evidence of how they have achieved this in their current role
- Show a genuine professional passion for the work that they have done and how they would contribute by being a reporting expert, and the Agency’s greater ambitions
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Client Relationship Manager Resume Examples & Samples
- NASD Series 7 and Series 66 (or ability to obtain within 120 days)
- Thorough understanding of the DC industry, as well as the competitive landscape that shape them
- Ability to be conceptual, able to recognize problems from few or subtle clues, and be innately comfortable with complex and ambiguous situations
- Additional benefit product knowledge and/or experience is a strong plus (Equity, Non Qualified Deferred Compensation, Defined Benefit or Health Benefits
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Client Relationship Manager Resume Examples & Samples
- Follow established procedures and practices to ensure high rates of renewal and customer satisfaction rates
- Increase user base of existing customers
- Actively visit customers
- Provide regular customer updates to sales team and business managers
- Ensure application usage and data usage are managed for all products
- Ensure client communications are timely, appropriate, and professional
- Support the client in their day to day activities
- Make internal teams aware of any customer issues and help prioritize work based on customer point of view
125
Client Relationship Manager Resume Examples & Samples
- The COO Officer role is a position reporting directly to the Chief Operating Officer of ITEC Asia Pacific. It will require the holder to build and maintain excellent working relationships with other senior managers and project managers within ITEC and other SG areas, with GTS, Finance and Human Resources both in Asia, Paris and peers in other regions. This is a demanding and challenging role with a triple scope of activity
- As part of his/her Client Relationship Management (CRM) activities, the COO Officer will support the COO, the CIO and the ITEC/Unit Heads by providing decision supports and performance reporting at the ITEC/Unit level with the objective to provide a comprehensive insight to ITEC/Unit management on their IT performance compared to the ITEC strategy, IT budget and performance target
- As part of his/her Project Management Office (PMO) activities, the COO Officer will support the Project Managers within their scope to ensure they deliver their projects with a high level of quality and efficiency by adopting our Project standards and methodologies
- As part of his/her Staff Management Services (SMS) activities, the COO Officer will be responsible of the animation of the resources planning and sourcing mix monitoring with the ITEC/Unit heads, and will support the ITEC/Unit Heads to actually implement the global ITEC Sourcing mix strategy
- This is a rare opportunity for someone to perform a large range of activities, with ITEC top management exposure, to gain a transversal view of SGCIB organization, processes and activities in a multicultural environment
- The candidate has a Financial and/or Management control background. She/he may or may not have a technology background, but at least will have excellent analytical skills. She/he will be self starters and will be entirely comfortable working with figures
- Proficiency in Office tools such as Excel, PowerPoint and SharePoint administration are mandatory. Usage of Visual Basic for MS Excel is a plus
- Knowledge of standard Project Management methodologies such as PMLC and SDLC methodology is a plus
- 5+ years, preferably in Investment Banking, in some of the following roles: Financial Control, Project/Program Management, PMO, IT Production specialist, or Business Analyst
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Client Relationship Manager Resume Examples & Samples
- Client facing
- Travel - 50 %
- Knowledge of the fundamentals of AR Metrics
- Experience presenting to and working with physicians and hospital administration
- Self- aware; ability to handle challenging situations effectively with professionalism
- Ability to travel locally between the McKesson office in Somerset,NJ and the client location in Elmhurst, NY
- Advanced knowledge of Excel
- Solid knowledge of Microsoft Office as well as data processing and analysis skills
- Ability to develop and maintain client relationships. Good communication and presentation skills, both written and oral
- Manage projects
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Client Relationship Manager Resume Examples & Samples
- Accountable for maintaining the relationship matrix, managing interactions between TDX Group and client
- Ownership of client Account Plans
- Identify opportunities to enhance and develop existing client service proposition
- Ensure client take-on is successful and that the client engagement is managed professionally
- Contribute to the delivery of client revenue streams to plan
- Ensuring clarity, consistency, improvement and scalability in our client management model
- Providing business SME input
- Supporting the business development team and sales efforts
- Solid experience in a client management role
- Strong stakeholder and client management skills
- Numerate, with analytical ability
- Strong negotiation skills with internal/external parties
- Experience of working in a service delivery environment
- Experience in achieving a high level of customer satisfaction and increased revenues
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Client Relationship Manager Resume Examples & Samples
- MBA/Bachelor Degree or equivalent experience (10 years+ of project management experience/training and 10 years+ of management experience/training)
- Project management accredited courses
- 10 years project management experience across business, investment or financial services background strongly preferred (preferably with direct technology project management)
- Proven capability to successfully deliver large scale, multi-disciplinary projects
- Preferably part of career with a technology background with demonstrated expertise in successfully bringing business and IT together.
- Experience in developing target operating models and strategic development plans
- Strong negotiation skills – maintains relationships with senior stakeholders and has the ability to influence senior stakeholders from across the business units
- Demonstrates the ability to adapt to and lead change and coach others in the acceptance and support of change/transition.
- Management of vendor relationships from the selection process through solution delivery and into effective partnerships.
- Ability to interpret complexity and present it in a simple understandable format to key stakeholders and identify viable solutions that create successful outcomes
- Proven track record in the effective planning and delivery of results to clients (internal or external).
- Excellent facilitation and communication skills (both verbal & written) with ability to build effective relationships with business and technical teams across multiple locations across all levels.
- Creative thinker with excellent inter-personal skills.
- Active and inclusive team player that brings energy to the team
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Senior Client Relationship Manager Resume Examples & Samples
- Degree holder or equivalent work experience with a minimum of 5 years’ experience in Insurance, preferably in Employee Benefits
- Commitment to first class service; Good listener - someone who can listen to a client requirement and articulate solution concisely
- Ability to remain calm under pressure; Ability to multi-task among many urgent tasks
- Experience dealing with corporate clients
- Ability to partner and lead teams to deliver project objectives; ability to work independently and on a team
- Required to obtain and maintain appropriate licenses as required by state regulations and Mercer policies (e.g. M5, M9 Certificate in Health insurance)
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Client Relationship Manager Resume Examples & Samples
- Proactively approaching HP Inc. and HP Enterprise contacts to develop new business
- Proactively maintaining contact with existing HP Inc. and HP Enterprise clients
- Identification of potential projects and securing the opportunity to bid on these projects
- Project design and proposal writing in conjunction with the Senior Vice President, other HP Account team members, and Research Solutions Team (RST)/ENGINE staff, as necessary
- Successfully responding to briefs from clients by demonstrably adding value to proposals
- Working with clients to design, plan and implement research programs
- Design and review of project materials such as
- Previous experience working within or consulting to HP, HP Inc. or HP Enterprise is essential, meaning you should have an extensive network of contacts as a result
- Understanding of market research and how it can benefit business operations is desirable
- Excellent knowledge of the HP business and an extensive network of HP Inc. and/or HP Enterprise contacts
- Solution-selling skills
- Well-developed market research knowledge and skills
- Formal presentation skills
- Problem analysis and problem solving
- Ability to interact & cooperate at all levels
- Ability to build trust, value others, communicate effectively, drive execution, foster innovation, focus on delivery to clients, collaborate with others, solve problems creatively, and demonstrate high integrity
- To be proactive in all things, to be a self-motivated learner, have an entrepreneurial mindset of suggesting solutions, and to always strive to be better
- Maintain professional internal and external relationships in line with the company’s and the team’s core values
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Client Relationship Manager Resume Examples & Samples
- Quickly develop a deep understanding of your client’s business goals and build a strong partnership with them to ensure their success
- Maintaining up to date knowledge on client’s equipment, technology, products, services, and SLA's
- Understand who the internal stakeholders are and what piece of the end-to-end service they are responsible for
- Drive continuous services delivery improvements from all teams
- Deliver quarterly business reviews (QBR) and regularly analyze program performance relative to your client’s business objectives
- Provide consultative advice regarding West's suite of business solutions where necessary
- Minimum of three years business-to-business account management experience required
- Minimum one year project management experience preferred
- Minimum one year of Business-to-business experience in a technical customer service capacity preferred
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Client Relationship Manager Resume Examples & Samples
- Act as the single point of contact for each assigned business unit to provide guidance on problems and issues, and to develop strategies and solutions for their longer term needs
- Understand deeply the business strategic plans, including location, renovations, headcount, labour pools etc
- Liaise with other real estate disciplines such as Strategy Planning & Innovation, Transactions Management, Architecture & Design, Facilities Management, Project Management etc. to deliver strategies, innovative designs, and projects to build ever better places that enhances the client and employee experiences
- Provide active support in reducing occupancy costs by reporting key metrics for leaders to make calculated decisions on real estate expenditures, options to densify and monitoring vacancies
- Provide strategic reviews of upcoming lease expiries so as to align with the overall enterprise strategy and business unit objectives
- Partner with internal and external leasing professionals and strategy and innovation teams, in developing and presenting major enterprise wide initiatives
- Work with internal ERE partners to provide feedback for continuous service improvements
- Adhere to established policies and procedures to protect bank assets
- Excellent relationship management and influencing skills
- Excellent communicator – written and verbal
- Excellent analytical skills and strong business acumen – proven ability to absorb information on a variety of complex issues (financial and non-financial) and summarize key issues or concerns
- Ability to work and adjust in changing and ambiguous environments
- Ability to manage multiple responsibilities and initiatives
- High degree of personal integrity in order to recognize and manage access to sensitive information, strategy and issues being addressed
- Enthusiastic self-starter, who owns deliverables end-to-end
- Good understanding and judgment on issues to resolve independently or to escalate
- Contribution to business case development
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Client Relationship Manager Resume Examples & Samples
- Retain business in a highly competitive market environment
- Deep understanding of client organisation, business process and systems architecture to enable us to offer the best advice on how to use our solutions to maximum effect
- Manage client “on-boarding” process
- Regularly train new clients on applications
- Champion the needs of clients in discussions with other teams internally
- Maintain quality control over products and services delivered to the client
- Ensure clients are fully aware of the range of Astec Analytics solutions and identify opportunities for any up-sells within the client base
- Assist with the regular updates to marketing collateral and training materials
- Develop and monitor appropriate metrics and reporting to ensure clients receive the optimal service levels
- Maintain established standards for efficiency, reliability and integrity
- Support the regional sales representatives by providing product specialist support for new opportunities
- Promote the future vision and roadmap with clients and ensure that we are in a good position to maximize this valuable source of market intelligence. Ensure clients are fully aware of the range of SunGard solutions
- Escalation management of client issues by working with Support and Product Management, following through with account managers on client requests, ensuring time commitments are kept and client expectations are met
- Generate awareness and interest in our products and services through enthusiasm and communication skills with our existing / prospective client base
- The role will require excellent communication and analysis skills to work with the clients and establish regular communication with all clients
- Regularly meeting with clients over the phone, via net-meetings and in person to ensure satisfaction with products and services
- Proactively anticipating and resolving client issues
- Following through on all client requests, ensuring time commitments are kept and client expectations are met
- Strong team player with ability to work well with both local and remote teams and clients across multiple regions and time zones
- High degree of professionalism and integrity, including respect for confidentiality procedures
- Good written and verbal communication skills with an ability to influence others
- Confident with presenting in both formal and informal environments
- Ability to navigate within customer organizations to identify key decision makers, key users and key influencers
- Ability to differentiate and work at strategic and tactical levels simultaneously
- Ability to multi-task and manage conflicting priorities
- A keen attention to detail
- Basic understanding of financial markets and willingness to learn
- Strong working knowledge of Microsoft Excel and familiarity with the entire Microsoft Office suite of products
- Proven experience of working in a client-facing role preferred
- University degree (business related subject preferred, but not essential)
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Client Relationship Manager Resume Examples & Samples
- 5+ years in strategic client service and/or client-facing business operations roles
- Demonstrated experience in account management with direct responsibility for large, strategic relationships
- Key qualitative attributes: solid blend of critical and creative thinking; outstanding communications; inspires and teams with others; goes the extra mile in getting things done right; at ease working across team boundaries
- Self-starter, fast moving, flexible
- Understanding of Experian systems and processes across Business Units and proven success collaborating across Business Units strongly preferred
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Client Relationship Manager Resume Examples & Samples
- Successfully manages the role of a frontline functional and technical resource for best practices and informal customer questions
- Manages customer relationships and serves as the point of escalation and the voice of our customers
- Identifies attrition risks and collaborate with internal and external stakeholders to mitigate cancellation of contracts
- Occasionally provide functional training to customers
- Engage with the service/support team as a customer advocate to ensure speedy resolution of customer issues
- Engage with the professional services team as a customer advocate to ensure successful deployments
- Lead and manage weekly/monthly/quarterly meetings with customers and other stakeholders
- Work in a matrix environment with team members and managers both local and international
- From time to time work on any other tasks as assigned by the management
- Experience in the financial markets both equity and derivatives with broad experience in the full front to back electronic trading industry will be advantageous
- Previous working experience in the vendor space or use of Equities or Derivatives trading platforms would be a plus
- Strong verbal and written organizational, presentation, and communication skills
- Customer service oriented and believe in teamwork, collaboration, adaptability & initiative
- Demonstrated success in thinking strategically, executing tactically while providing consistent and high levels of customer satisfaction and retention in a fast-paced environment
- Mature, capacity to operate in a high stress, a go-getter who does not fear rejection
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Client Relationship Manager Resume Examples & Samples
- Managing and developing relationships with assigned Line of Business clients who leverage Image products and services
- Cultivating new relationships and championing utilization of Image products and services
- Collaborating with the Image technology and project management organizations to on-board new internal clients and provide additional services to existing customers
- Partnering with Image Operations to resolve issues and deliver remarkable service experiences that help drive business value and improve the customer experience for our Line of Business clients
- Generating new product enhancement ideas based on assigned client business needs, presents concepts to product team for analysis and potential development
- Provide the essential link between the client and Image Services as well as take end-to-end ownership of client related matters where appropriate
- Control of risk, ensure awareness of procedures and company policies, departmental controls are delivered accordingly, support the management team in the mitigation of risk
- Constant review and improvement of service performance, identification of opportunities to enhance client experience
- Regular client presentations in operational areas to raise awareness of allocated clients and market
- Participation in projects where appropriate
- Participation in client meetings / events
- Customer/Client servicing/Client relationship management experience
- Operations or technical experience is a plus
- Experience with or knowledge of Image archives or processing is a plus
- Experience working in complex matrix management environment
- Strong client service attitude
- Enthusiastic and motivated individual
- Team player, but also able to work independently
- Confident, professional approach to deal with team, product, operations, and colleagues
- Excellent communication skills, eager to deliver outstanding service
- Adaptable to a fast changing environment
- Ability to act under pressure, resolve conflicts and adjust to a changing environment is a must
- Ability to manage multiple initiatives across multiple clients at the one time
- Ability to interact with senior management and internal JPMC contacts
- Negotiation skills to address project/client concerns and conflicting priorities
- Strong verbal, written, and interpersonal communication skills
- Facilitation and client presentation skills
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Client Relationship Manager Resume Examples & Samples
- Establishes credibility with business key contacts
- Interacts with his/her contact points that might be both senior level procurement or finance directors, or their direct reports, as well as travel managers or executive assistants
- Analyze data and develop approach to enable the client to achieve their desired business results
- Ensure long/term relationship building
- Mobilize internal GBT resources to deliver optimized travel program that truly contributes to the client business goals and also secures GBT revenue
- Develops and executes an GBT strategy for the client that adds value to the client’s business while ensuring GBT’s revenue and profit objectives are met
- Presents the recommended solutions and provide advice to communicate value for the customer
- Knowing all aspects of client’s business
- Serves as problem solver for the client
- Handle customer negotiation strategies and close deals on terms that are to the mutual satisfaction and benefit to both the client and GBT
- Provides solution that help clients manage and optimize their travel program
- Conducts SWOT analysis within accounts using knowledge of clients and competitors
- Formulate strategic accounts plans with key client contacts in procurement and travel that enable the client’s vision to be realized
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Client Relationship Manager Resume Examples & Samples
- Implementing Change Management / Project Management for new clearing products, new Central Counterparty Clearing House (CCPs) and new client requirements
- Providing ownership and delivery as well as strong understanding on client service / client relationship management projects – clearing flows, new products, new CCP’s
- Implementing Client Relationship Management strategies
- Building strong client relationships and partnering with them for clearing and PB
- Acting as an escalation point of contact for all client issues (trade booking, collateral, reporting and reconciliations)
- Ensuring all client issues are resolved by interacting with internal departments and providing them 100% resolution. Ensuring all client issues have been closed out with the client advising of actions taken and ensuring client is satisfied
- Building relationships with key stakeholders – Information Technology (IT), Trade Services, Middle Office
- Pro-actively communicating, both with internal stakeholders and clients
- Completing Requests For Information (RFI) for new business / mandates
- Arranging client visits for operational review meetings
- Attending pre-go live client pitches for operational walkthroughs
- Compiling client specific management information for client meetings and management requirements
- Analysing client data and completing root cause analysis on key issues / trends identified, ensuring that preventative measures are taken to avoid recurrence of issues
- Background in the Financial Services industry and knowledge of Interest Rate and Credit Default Swaps
- Understanding Deutsche Banks systems, processes and infrastructure (beneficial)
- Demonstrable ability for continued improvement for the benefit of Bank and Client
- Client and control focussed
- Demonstrable business and / or product analysis skills, ability to apply techniques such as data flow modelling, operational process definition, business and systems architecture
- Good understanding and appreciation of Operational Risk i.e. root causes, identification of risk, effective escalation, capture and close out
- Ability to build and manage client relationships and recognise when an issue requires escalation
- Ability to interact with Senior Management in a confident and accurate manner
- Ability to speak comfortably to clients about our business
- Good time management, able to maintain tight controls around the resolution of queries, ensuring clients always receive good feedback
- Identifying areas for process improvement by performing root cause analysis
- Proven experience in an Investment Banking or broker / dealer environment
- Ability to perform well in a dynamic, fast paced and entrepreneurial environment
- Strong communication (written and verbal) and client service skills
- Ability to focus and prioritise in a high-pressure environment
- Self motivated, pro-active, innovative with the ability to prioritise
- High level of team-orientation, pro-active and results-driven
- Analytical and attentive to detail
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Client Relationship Manager Resume Examples & Samples
- Evidence of a Bachelor’s degree required; Bachelor’s degree in Marketing, Business, International Business or related field strongly preferred
- 5 years sales experience to include inbound and outbound call-center business development;experience in a higher education sales environment
- 3 years supervisory experience
- Experience with CRM systems (e.g., Salesforce) required
- Experience in designing Salesforce CRM reports and queries
- Experience with Microsoft Office with advanced MS Word, Excel, and PowerPoint skills
- Evidence of a second language proficiency strongly preferred
- Demonstrated knowledge of B2B sales techniques and strategies
- Demonstrated knowledge of sales practices and techniques, services marketing, principles and techniques for inbound and outbound sales call planning and for specialized and/or technical continuing adult educational programs and online products
- Demonstrated knowledge of product selection, purchasing practices and decision progression for continuing adult educational programs and online products
- Demonstrated knowledge of the principles of exemplary customer service demonstrated through actively listening, acknowledging, and responding to customer inquiry
- Experience in planning, developing and executing strategic sales through cold calls, leveraging existing relationships, and scouting new opportunities that ensures attainment of revenue goals and profitability
- Experience in planning special promotions, coordinated with marketing, and program delivery
- Experience in cross-functional team dynamics and leading without direct authority
- Experience in making judgements of customers buying intentions and appropriately cross-selling and up-selling solutions that develop participants learning objectives
- Experience in synthesizing client and market trends to assist with building new or improving existing programs
- Experience in thinking critically, strategically, and creatively about the enrollment management process
- Experience in speaking publicly, addressing and influencing a diverse group of internal and external clients and partners
- Experience in generating leads and repeat customers for Executive Education online and personalized (Open) Leadership Development portfolio programs through maintaining contact with past participants, alumni, directories, databases, and other sources
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Client Relationship Manager Resume Examples & Samples
- Intermediate understanding and knowledge of the financial services industry highly desirable
- Previous experience in similar, client focused role within the financial services sector
- Desire to obtain RG146
- Demonstration of initiative to manage and improve administration systems and processes
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Senior Client Relationship Manager Resume Examples & Samples
- Pursues an aggressive business development program within the assigned market area according to agreed-upon growth objectives
- Builds and maintains a high market profile in the assigned market area with both internal and external contacts
- Safeguards the Bank’s assets and liabilities
- Manage an assigned credit portfolio up to $15MM in authorizations at an acceptable level of risk, with accountability for underwriting authorizations from $3MM-$5MM
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Client Relationship Manager Resume Examples & Samples
- Ability to engage with executives and build strong relationships to effectively influence real estate decisions
- Critical thinking and analytical skills to articulate the impact of business strategy on real estate solutions
- Possess solid written and verbal communication skills
- Ability to lead across multiple functions (CREWS, HR, IT, Finance)
- Drives results that have a clear and positive impact on business performance by drawing actionable conclusions from quantitative and qualitative information
- MBA in Finance or Real Estate or at minimum a Bachelor’s degree in Finance, Real Estate, Planning or Design
- 10 + years related work experience in a real estate operations, strategy or client relationship management
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Client Relationship Manager Resume Examples & Samples
- Building a strong partnership with assigned clients and continuously strive to improve the level of overall service that West is providing
- Serving as a client advocate ensuring quality and delivery of service and that all issues client or internal, are followed through to resolution in a timely manner
- Maintaining current and up-to-date knowledge and documentation of clients equipment, technology, programs, SLA's, contractual agreements and business objectives
- Lead internal and external discussions to ensure all established timelines are met and that other teams and departments are performing their activities on behalf of the client in an efficient and timely manner
- Regularly analyzing program performance in conjunction with Client's business goals to provide consultative advice regarding West's suite of business solutions
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Client Relationship Manager Resume Examples & Samples
- Team player mentality who is able to cross-fertilize with internal business lines and divisions and who knows how build consensus along credit approval chain
- Comfortable in an intense, global banking environment
- Has a strong sense (and desire) for innovating
- Wide knowledge of product set across both investment and commercial banking
- Strong credit skills and a proven history of managing a corporate client portfolio in the United States, preferably in the alternative investment space
- A deep understanding of and relationships with institutional clients
- The commercial aptitude to support origination and cross selling efforts,
- The capacity to establish or develop client relationships over time. The ability to assess client needs, problems and requirements and produce creative solutions, especially in a capital efficient manner
- The product and technical expertise necessary to gain the trust and confidence of clients, product specialists and other divisions and product executives
- A willingness to cross-fertilize with the different business lines and divisions of the Bank to identify cross sell opportunities worldwide and pitch products and solutions to clients
- The capacity to leverage the global resources of the Bank
- The ability to develop and implement any changes in terms of strategy, current and prospective client lists and client service methodology required to improve performance and revenues
- The ability to make a first level credit assessment of counterparty risks involved and pertinence of requests by the different business lines and divisions of the Bank
- 7 plus years of experience in the Bank and Broker/Dealer community
- Bachelor’s degree or higher education level of experience
- Post graduate education or experience (i.e. CFA)
- Series 7 / 79 and 63
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Client Relationship Manager Resume Examples & Samples
- Previous experience within Business Development/Account Management
- Excellent inter-personal skills and ability to engage and enthuse people across organisations
- Strong and assertive senior management and coordination, organisation and project management capabilities
- Ideally experienced in selling eLearning solutions across multiple markets
- Always looks for a challenge and does the right thing by clients and colleagues
- Tenacious, highly committed and dedicated to building an exciting new part of the AXELOS business
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Client Relationship Manager Resume Examples & Samples
- Cultivate and expand relationships with a portfolio of high profile, Fortune 500 clients across multiple verticals
- Work with clients on strategic planning initiatives, marketing program development, results analysis and campaign execution
- Dedicated resource to discuss , new initiatives/projects and best practice advice to nurture relationship
- Manage a team that is setting up, testing, and deploying clients' cross-channel marketing campaigns using our proprietary application
- Interacting with clients on a daily basis and answers questions regarding production status, project questions or application inquiries
- Assessing client's needs and determining Cross-channel Marketing’s appropriate level of account management support
- Training clients on the functionality of our web-based application and to be the knowledge reference for the clients
- Support clients in developing and reporting on results of their cross-channel marketing campaigns
- Assisting with CCM strategy
- . Helping our clients build and improve their cross channel marketing relationships. Accountability for resolving client issues, proposing solutions and escalating to the appropriate person to the point of resolution
- Ability to design and execute small to large projects with no supervision
- Training of new Account Managers and Senior Account Managers
- Strong development in presentations and QBRs (quarterly business reviews)
- Partner with management on client billing
- Strong project management capabilities to successfully oversee the production process
- 2-5 years of related experience in client services, account management, cross-channel marketing
- Hands on management experience supervising a team of up to 5 Account Managers both virtually and globally
- Proven track record of success meeting revenue goals and managing multiple clients
- Working knowledge with HTML and other internet technologies
- Understanding of data structures and ability to apply best practices to client data integration and existing client databases
- Intermediate proficiency with Microsoft Excel, Word and PowerPoint for managing data and performing quantitative
- Understanding of databases and related technology query tools like Microsoft Access
- Strong oral and written communication skills with keen attention to detail
- Excellent organizational and prioritization skills with Ability to think strategically, creatively, and analytically
- Exceptional work ethic, ability to perform under pressure, meet deadlines and demonstrates enthusiasm towards colleagues and clients
- Ability to build effective working relationships with others inside and outside the organization
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Client Relationship Manager Resume Examples & Samples
- Experience in the Media and Telecom space
- Wide knowledge of product set both across investment banking and commercial banking
- Either strong credit skills or successful management of a corporate client portfolio in the United States, preferably in the high non investment grade or investment grade space
- Commercial skills and/or aptitudes
- Series 7 / 79 and 63 preferred
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Client Relationship Manager Resume Examples & Samples
- Follow established procedures and practices to ensure high rates of renewal and customer satisfaction rates
- Increase user base of existing customers
- Actively visit customers
- Provide regular customer updates to sales team and business managers
- Ensure application usage and data usage are managed for all products
- Ensure client communications are timely, appropriate, and professional
- Support the client in their day to day activities
- Make internal teams aware of any customer issues and help prioritize work based on customer point of view
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Client Relationship Manager Resume Examples & Samples
- Develop and maintain client-centric business plans
- Prepare budget for expected client expenditures, as well as P&L analysis for all clients
- Effectively maintain a high-level of client satisfaction and support
- Organize quarterly due diligence calls between home office analysts and Portfolio Managers/Specialists
- Represent ALPS at various industry events
- Develop and maintain relationships across various departments within the firm
- FINRA Series 7 and 63 licenses
- 5+years of related financial services experience
- Ability to travel up to 50% of the time
- Knowledge of mutual funds and variable insurance products
- Strong time management and organizational skills
- Ability to work independently as well as being part of a team
- Public speaking and strong presentation skills required
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Client Relationship Manager Resume Examples & Samples
- To keep fully updated with regard to IP funds, market views and industry related topics
- To be able to message accurately and appropriately the philosophy, strategy, process and views of the IP fund managers
- Previous experience in a financial sector sales environment is an advantage
- Knowledge of financial markets and investment products
- Educated to degree level or equivalent is preferable
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Client Relationship Manager Resume Examples & Samples
- Gather and document partner system requirements
- Coordinate joint launch and rollout programs with partners and stakeholders Manage launch and rollout
- Coordinate and manage continuous process / improvements
- Define market requirements by interacting with partners, prospects and industry players
- Understand market demands and opportunities
- Plan features that enhance our products
- Develop business cases for new features and functionality
- Strongly prefer four years of experience in any of the following areas
- Project management methodologies
- Business analyst
- Strong analytical skills to generate alternative solutions Vendor management
- Demonstrate ability to build and cultivate external client relationships
- Ability to listen to the market
- Must be able to work autonomously and manage all projects with minimal assistance, to adapt quickly to shifting priorities, and to handle multiple projects and tasks simultaneously
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Client Relationship Manager Resume Examples & Samples
- Experience within an Account Management role
- Demonstrated growth in an existing client
- High degree of financial competence with the ability to construct innovative bid solutions
- Competent presentation skills
- Articulate both in written and verbal formats
- Customer & client focus
- Problem solver with analytical and organisational skills
- Sales orientated
- Functional excellence
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Client Relationship Manager Resume Examples & Samples
- Commercial and multifamily construction
- Acquisitions
- Structured revolving facilities
- Term mortgage lending
- Subscription facilities
- Negotiation of blocked account controlled agreements and nonstandard documentation
- Revenue management; proactive management of balances, fraud prevention and product referrals
- Maintain client profiles identifying account structures and products utilized
- Proactively notify clients of operational issues that could impact their treasury operations, including but not limited to any migration or remediation projects or system outages
- Actively participate in deal team meetings as new products and services are added to your client relationships in coordination with the assigned TMO or Sales Associate
- Actively manage client expectations and communicate clearly with all levels within the client as needed
- Proactively review account analysis statements on a monthly basis to identify pricing inconsistencies, billing errors, opportunities to convert paper based solutions to electronic, and protect the client’s from fraud. Partner with assigned TMO and Sales Associate prior to taking action
- Research, follow up and resolve client inquiries/problems through interaction with clients, bankers, product partners, branch operations and other staff in a timely and professional manner with a high degree of urgency
- Understand product enhancements/changes that are introduced through quarter enterprise releases, and the impact to client base and educate clients as needed in coordination with the TMO and Sales Associate
- Demonstrate thorough understanding of each client’s authorization structure, documentation and adhere to client and bank requirements
- Bachelor’s degree strongly preferred and minimum 15 years equivalent work experience. Or CTP certification and 10 years of equivalent work experience
- A minimum of 7 years or equivalent customer service, operations, sales or management experience preferably in the financial service industry
- Strong analytical and verbal and written communication skills
- Strong organizational and time management skills with ability to manage competing priorities
- Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations
- Documented history of independent decision making and problem solving skills
- Extensive knowledge of deposit and treasury products, payment systems, and associated regulatory environments including KYC and account documentation
- Thorough knowledge of financial exposure and operational risk related to transactions associated with bank products and services
- Ability to understand complex customer structures and analyze details
- Strong presentation skills and professional presence
- Proficient in all Microsoft Office products
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Client Relationship Manager Resume Examples & Samples
- Minimum of 3 years experience in Project Management or Account Management experience
- Minimum of 3 years experience Mortgage industry experience Loan Origination Systems Experience
- Minimum of 2 years experience using own judgment to determine optimal solution to recommend Previous experience with SaaS software model
- Minimum 2 years experience or familiarity with Issue Ticketing portals
- Location Negotiable to anywhere in the USA*
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Client Relationship Manager Resume Examples & Samples
- Bachelor's degree or equivalent experience plus a minimum of five years of experience in recruiting with a strong sales acumen, preferably in an IT consulting environment
- Prior account management sales experience is a plus. Proven negotiation skills are a must
- Requires excellent interpersonal, verbal and written communication skills and the ability to deal effectively with candidates/clients at all levels
- Requires ability to effectively multi-task and function in a fast-paced, team-oriented environment
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Client Relationship Manager Resume Examples & Samples
- Serve as a point of escalation for vendors on operational concerns. Provide influence and motivate individuals outside of the business unit
- Act as a liaison to internal support teams, such as operations, accounting, and customer service, to ensure efficient, effective resolution
- Develop and present quarterly business reviews (QBR's) to vendors
- Promote sales opportunities, track product/revenue trends, and competitive threats
- Collaborate with marketing resources and the sales leadership team to define overall sales strategy, and to develop solutions responsive to the merchant’s business
- Understand complex customer requirements on both a business and a technical level
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Client Relationship Manager Resume Examples & Samples
- Associates Degree in Business and related fields preferred
- 1 year of customer service on the phone and in the field
- Previous Client Service experience working in a business to business industry
- Ability to effectively work in a team environment
- Self-motivated and able to take direction from management to reach work goals
- Excel formulas and data analysis, pivot tables a plus
- Proficiency in Microsoft Words, Microsoft Outlook
- Excellent Communication skills, both verbal and written
- Ability to lift 25lbs with or without accommodations
- Able to Interact with all areas of our business external and external
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Client Relationship Manager Resume Examples & Samples
- Written and spoken fluency in French and English is essential
- Bachelor's degree required, major in Business or Technology preferred
- Prefer two or more years professional experience
- Technology knowledge or experience a plus
- Proven Performance
- Strong interpersonal, facilitation, listening and relationship building skills
- Ability to prioritize and manage multiple requests
- Ability to problem solve and bring forth timely resolutions
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Client Relationship Manager Resume Examples & Samples
- Develop intimate knowledge of the client's business and industry to drive usage and value-added transactions (i.e. on-boarding, use of inquiry, events attendance, etc.)
- Understand and capture how the client measures value and ensure this is over delivered throughout the life of the contract
- Drive continuous client usage of the services purchased by ensuring the connection of key IT decisions and initiatives to Gartner expertise -such as but not limited to
- Stimulate document usage of all clients
- Get the client to read minimum required documents within period leading up to the client’s renewal
- Ensure document usage of all clients who have not used
- Identify opportunities to connect the client to Gartner analyst community through inquiry
- Ensure the client renews their service prior to the cancellation date of the contract
- Identify where there is service misalignment or need for additional access and work with the field Account Executives to ensure client has the correct access
- Continually stay abreast of new product offerings and technology
- Must be fluent in Dutch and English for this role
- Bachelor's degree AND/OR 1-3 years’ work experience in a service oriented role; preferably one involving heavy phone interaction with clients
- Proven ability to build strong client relationships based on value-add service
- Evidence of over-achieving goals (top 20% performer)
- Positive attitude towards KPIs and targets
- Well defined time management and organizational skills
- Demonstrated intellectual curiosity/inquisitive nature
- Technology knowledge preferred
- Demonstrated ability to work well under pressure
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Senior Client Relationship Manager Resume Examples & Samples
- Provide clients a personalized, proactive, concierge-level service to help the team leverage the most relevant Gartner resources proactively
- Facilitates a coordinated service approach for both the client team as well as the internal team
- Partners with the Senior IT Expert to ensure our C–level client base and their teams receives value against the services they’ve purchased
- Fluency in HEBREW is essential
- IT industry experience required, preferred experience as a business/technology advisor and/or client manager
- Highly collaborative, strong interpersonal, listening and relationship building skills; demonstrated customer focus mentality
- Demonstrated excellence (e.g., top 10% performer) in a service role
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Client Relationship Manager Resume Examples & Samples
- Drive continuous client usage of the services purchased by ensuring the connection of key IT decisions and initiatives to Gartner expertise - such as but not limited to
- Identify opportunities to connect the client to the Gartner analyst community through Inquiry,
- Fluency in Hebrew is essential
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Client Relationship Manager Resume Examples & Samples
- Through the assignment of named accounts representing a minimum of $XM in CV (CV TBD), the Client Partner is expected to develop intimate knowledge of the client's business and industry to drive usage and value-added transactions (i.e. onboarding, use of inquiry, events attendance, etc.)
- Identify opportunities to connect the client to the Gartner analyst community through Inquiry, Events and CED as appropriate to ensure that the client is exposed to, and experiences, the full Gartner Value Proposition
- Provide evidence of value received as confirmed by the Client, captured in Client Connect, to be utilized in quarterly Impact Assessments and ultimately the renewal
- Through a solid working relationship, understand current as well as future client projects along with key milestones and measures of success
- Identify where there is service misalignment or need for additional access and work with the field AE to ensure client has the correct access
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Client Relationship Manager Resume Examples & Samples
- A Bachelors Degree from a four-Year College or university; or equivalent combination of education and experience
- 7+ years of account management/direct client services experience (within mid or large market) preferred
- Current or previous experience with benefits administration and open enrollment
- Good written/verbal communication skills and the ability to communicate with both technical and non-technical personnel; ability to listen, clarify and respond well to questions
- Ability to operate and make timely decisions in an ambiguous, fast-paced atmosphere
- Must be able to quickly sort through complex subject material
- Strong analytical skill-set and ability to effectively use data for strategy
- High level of productivity, reliability, responsibility, attendance, dependability, organization and accuracy/thoroughness
- Ability to take initiative to meet challenges with resourcefulness and new innovative approaches while maintaining a high level of quality
- Must possess a passion for teamwork, client service and reaching business results through problem solving
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Client Relationship Manager Resume Examples & Samples
- Business development for existing Clients
- Provide 1:1 Training to encourage long term active users
- Produce and deliver quality presentations to Sr. Executives at the client site to showcase customer growth, market trends, and product maturity
- Conduct 20 Face-to-Face trainings, webinars, and meetings with Clients per week
- Respond to customer escalations quickly, inspiring confidence in service and customer loyalty
- Understand the value of CoStar’s products and pricing as well as competitive offerings and articulate CoStar’s benefits in a manner meaningful to the customer
- Promote and drive attendance to market advisory meetings
- Teach customers unique insights about how to best compete in the marketplace leveraging CoStar products, demonstrating the value proposition
- Deliver high customer service and maintain high client retention through quarterly client visits, trainings, and proper on boarding of new customers
- Manage a renewal pipeline and monthly renewal forecast as well as activity tracking within CoStar’s proprietary CRM application
- Take an active role in capturing client rental/sales listings
- Update lease and sales comps details and pipeline projects
- Promote user entry to update listings in LoopNet and CoStar
- LI-PB1
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Client Relationship Manager Resume Examples & Samples
- 5+ years of successful sales experience from leading software, information services, commercial real estate or other technology-based company. Business-to-business environments preferred
- Track record of building and maintaining strong client relationships and closing new business
- Bachelor’s degree strongly preferred
- Commercial Real Estate experience helpful, but not required
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Senior Client Relationship Manager Resume Examples & Samples
- Proactively approaching all departments within target banks via telephone, email and other methods
- Generation and execution of face-to-face meetings with target banks
- Constructing account plans for target banks
- Cross-selling across all Euromoney Learning Solutions products and services
- Preparing and delivering quality proposals to prospective clients
- Facilitating client discussions around tailored training requirements and representing the organisation’s strategic value add to clients
- Obtaining and detailing requirements and assessment of client needs
- Managing the full sales process from lead to contract, with active reporting of the pipeline and forecasts to MD
- Developing a deep, practical understanding of Euromoney’s full suite of L&D products and services
- Assisting sales team in developing robust customised learning solutions for clients
- Working on blended learning proposals and successful delivery of blended courses
- Attaining and maintaining a high level of banking knowledge
- Proven track record using a consultative, solutions-focussed approach to sales
- Ability to analyse each client and map a set of solutions to meet their individual expectations and needs
- Experience of corporate B2B consultative sales experience (ideally 5+ years) in 'selling' bespoke learning services to professional institutions
- Ability to identify prospects; to get the attention of the training buyer and make the buyer want to engage in the first call (needs to do this consistently and constantly)
- Aspiring to build relationships and network at C-level contacts within clients
- Good presence and respectable level of ‘gravitas’
- Effective questioning, listening and preparation for meetings
- Experience of managing medium size client accounts to achieve target
- Proposal writing, (be able to synthesize the clients needs into a document) and good presentation skills
- Experience of responding to RFPs and RFIs
- Passion for product and the client, understands what ‘Development’ and learning means to our clients (through their own experience)
- Commercial and operational knowledge and experience of learning solutions and sales
- Awareness of cutting edge L&D innovations and research
- Excellent time management/organisational skills including ability to multi task and adhere to short deadlines
- Ability to work pro-actively, multi task and work to tight deadlines in a fast paced, changing environment
- Ability to demonstrate and grasp the factors driving our clients' businesses, so that appropriate advice and guidance can be given with regards to achieving their learning and development goals
- Excellent interpersonal skills and the ability to build strong professional relationships at all levels, with both internal and external parties
- Ability to work autonomously with limited supervision, yet integrate appropriately with the team and other areas within Euromoney Learning Solutions
- Must be able to demonstrate existing networks with senior executives, particularly, Chief Risk Officers, Heads of LoBs, and learning & development professionals from target banks
- Ability to convey key messages appropriately in written communication, be that proposals, sales campaigns or client and colleague emails
- Ability to present convincingly, listening to their audience’s needs and adapting their content accordingly
- Enthusiastic to quickly get up to speed, learn the ropes and “get stuck in” as each situation demands
- Self-motivated and proactive to achieve targets
- Credibility & integrity
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Client Relationship Manager Resume Examples & Samples
- Min 4 years related sales experience, preferred
- Ability to travel
- Proven product knowledge in business area
- Valid driver's license
- Assists in the development, refinement, validation or ensures completion of all projects; manages various work plans to ensure project commitments are met - on time
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Client Relationship Manager, Canberra Resume Examples & Samples
- A passion for customer service
- An interest of the financial services industry
- Previous experience in similar, client focused role
- An excellent communication style
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Client Relationship Manager Resume Examples & Samples
- Undergraduate degree, MBA or other Graduate degree desirable
- 7-10 years of direct client-management experience in a consultative product or services environment
- Experience in project management, program management or change management is essential
- Relationship management skills; able to manage clients up and down throughout internal and client organizations
- Demonstrated aptitude for analytics
- Proven record of leadership in a work setting and/or through extracurricular activities
- Ability to work collaboratively in a team environment
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Client Relationship Manager Resume Examples & Samples
- A track record as a proven performer with 7–10 years of account management experience in a consultative product or services environment
- An undergraduate degree with an excellent academic record; graduate degree a plus
- Experience in project management, program management or change management
- Experience with PaaS and/or digital products a plus
- Prior consulting experience is highly desirable
- Fierce desire to be a critical team member in a rapidly growing, dynamic business
- Ability to be stand-alone in senior client settings
- Clear oral and written communication skills to present complex value propositions to client senior executives
- Entrepreneurial spirit and a keen interest in proactively building a new client offering
- Relationship management skills; able to effectively work with people at all levels of an organization
- Outstanding project and program management skills
- High level of entrepreneurship and creativity
- Consistently deliver exceptional results and great ideas
- Curious, willing to push yourself and have a desire to learn
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Client Relationship Manager Resume Examples & Samples
- Strong interpersonal communication, presentation, organization and planning skills
- Must possess initiative with strong analytical, problem solving skills and ability to make complex decisions in potentially ambiguous situations
- Prioritization and time management skills. Ability to execute tasks in a high-pressure environment is crucial
- Mix of consulting and operational experience
- Minimum 5 to 7 years progressive program management experience, including 1 to 3 years in consulting and/or technical management
- PMP Certification desirable but not required
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Client Relationship Manager Resume Examples & Samples
- Drive Channel Partner business development and growth through sales strategy and enablement (such as site demonstrations,finalist meeting support, sales force training, etc.)
- Negotiate the renewal of Channel Partner contracts, statements of work and additional services
- Develop a sales development plan for each client to achieve revenue growth targets
- Provide expertise in renewals. Collaborate with account management and underwriting for renewals on assigned book of business
- Identify various ways to partner with the client by drawing from entire spectrum of product line Gain understanding of client's multifaceted needs and recommend appropriate benefits from bswift's full product array of enrollment technology and service capabilities · Provide effective software demonstrations and presentations to customers
- Consistently evaluate client needs and drive initiatives to support growth and efficiencies and to provide clients with bswift best practices and tools for ongoing success
- Maintain regular meeting schedules with clients and drive quarterly/stewardship meetings to track, discuss and ensure client short- and long-term sales initiatives are being addressed
- Promote new product and service offerings;amend contracts/pricing when applicable
- Show nimbleness and flexibility in responding to shifting priorities and timelines
- Proactively identify ways to improve client satisfaction and sales growth
- Minimum of a Bachelor's degree (B. A. or B.S.) from a four-year college or university; or equivalent combination ofeducation and experience
- Must possess 5+ years of health care SaaSand/or Employee Benefits Broker work experience
- Must possess 10+ years of client-facing, account management/clientservices experience with large market clients
- Must possess a minimum of 2+ years experiencein a quota carrying sales role
- Must have current or previous experience withbenefits and open enrollment processes
- Experience working with Insurance brokers,Insurance Carriers, and/or Health Plans
- Experience in benefits administration systemtechnology, payroll, HRIS or related software
- Excellent written/verbal communication skills,including the ability to communicate with both technical and non-technicalpersonnel; ability to listen, clarify and respond clearly and effectively toquestions
- Ability to flexibly operate and make timelydecisions in a sometimes ambiguous and always fast-paced atmosphere
- High level of productivity, responsibility, attendance,dependability, organization and accuracy/thoroughness
- Ability to take initiative, meeting challengeswith resourcefulness and new/innovative approaches while maintaining a highlevel of quality
- Must possess a passion for teamwork, clientservice and fun
- Experience in dealing with clients at both astrategic and operational level
- Ability to think outside the box
- Current or previous healthcare exchange/marketplace experience
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Client Relationship Manager Resume Examples & Samples
- 3-5 years in a securities/financial services capacity
- Minimum of 3 years’ experience with customer service
- Minimum of 2+ years’ experience in a management/supervisory capacity preferred
- Proactively uncovering additional business development opportunities
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Client Relationship Manager Resume Examples & Samples
- Responsible for leading Visa's engagement with a portfolio of key clients
- Build a client strategy aligned to Visa Hong Kong's market plan and the client's strategic priorities
- Work collaboratively alongside the Global Clients team to manage regional and global nuances of the client
- Develop, implement and manage Visa's strategies with the clients to profitably grow the business in Consumer, Commercial and Digital
- Deepen client engagement at the senior leadership level to drive new business opportunities and actively demonstrate Visa as the best partner for business growth
- Broaden Visa's relationship with client stakeholders in functions beyond the Cards business
- Ensure alignment of goals with the extended Regional and Global Clients Management support functions to ensure consistency in Visa's client management model
- Increase penetration of Visa products and solutions with the clients
- Achieve P&L and portfolio targets
- Manage the account planning process and deliver accurate sales and revenue forecasts
- Drive new business and revenue growth opportunities
- Understand the payment landscape of Hong Kong and keep abreast to industry trends
- Support the Country Manager and Head of CRM to implement Country strategies and achieve business goals
- Work closely with internal stakeholders, including Products, Marketing, Government Relations, Risk, Operations, Finance, etc, to orchestrate the collective effort to optimize the effectiveness of Visa solutions to the clients
- Recognized degree preferably in Business Management, Economics, Finance or payment
- Payments / Digital / Corporate Sales experience preferred
- Previous experience working with a multinational bank is desired
- Fluent in Cantonese and English / Mandarin is an advantage
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Client Relationship Manager Resume Examples & Samples
- Building “partnership” style relationships focusing on integration at all levels. Interacting collaboratively to solve problems, build strong partnerships, and uncover new opportunities
- Having financial responsibility for the client relationship, including monitoring client profitability and identifying new revenue opportunities with existing clients, negotiating fees, and preparing and distributing invoices
- Delivering excellent customer service to key strategic clients. Manage client expectations. Work with internal and 3rd party partners in the resolution of issues to ensure the highest levels of client satisfaction
- Strong demonstrable knowledge of global employee incentive plans, as well as domestic UK and US plans
- The ability to conduct ongoing needs analysis to determine appropriate services to meet key strategic client requirements. Demonstrable understanding of stock broking processes and impact to client requests
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Client Relationship Manager Resume Examples & Samples
- Total responsibility as primary liaison between Net Driven and dealers
- Communicate effectively and timely with clients about Net Driven’s products and features and the process that will be followed to deliver them
- Perform client training of the primary solution
- Assess, plan and execute product upsells
- Plan, schedule and execute client performance discussions within established time frames
- Conduct every client discussion with focus on how the value of the ND solution
- Maintain or exceed established account renewal levels for client portfolio
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Client Relationship Manager Resume Examples & Samples
- Bachelor's degree + 1-3 years work experience in a service oriented role; preferably one involving heavy phone interaction with clients
- Proven ability to build strong client relationships based on value-add service (top 10% performer in current non CPG role)
- Excellent oral and written communication skills; in particular ability to develop and conduct effective presentations via the telephone with high level clients
- Demonstrated ability to effectively use active listening skills to understand client needs
- Well defined time management and organizational skills; operates with a structured approach and methodology to deliver results
- Demonstrated intellectual curiosity/inquisitive nature with proven "research" skills shown to be effective in obtaining information; Technology knowledge preferred
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Client Relationship Manager Resume Examples & Samples
- Nurtures account retention and portfolios by proactively engaging with clients to gain insight, communicate new and improved product functionality, identify opportunities, and foster add-ons and upselling
- Clearly and compellingly articulates the ProQuest value proposition through update sessions, phone calls, webinars, and other client communication venues
- Maintains client base and corresponding retention volume by undertaking analysis, research, negotiation, and other activities that increase and solidify customer loyalty to ProQuest products
- Based on client interactions and monitoring key metrics and revenue reporting, provides early identification of and mitigates potential client issues
- Identifies, manages, and resolves issues via collaboration with internal teams such as Product Management, Customer Experience and Service, and Implementation
- Executes annual account review reports/sessions including contract status, product visioning, account penetration, and issue review
- Collaborates with Account Managers and Product Specialists to support overall sales strategy and account support
- Associates’ degree or higher, plus at least 5 years’ related experience in inside sales or customer service, or equivalent combination of education and experience
- Understanding of consultative selling and strategic account management
- Strong interpersonal skills, with ability to professionally interact with a diverse blend of personalities to reach resolution and maintain strong relationships
- Strong multi-tasking, organizational and prioritization skills, with ability to maintain professional demeanor under pressure
- Upbeat and positive demeanor
- Fluency in languages other than English
- Strong working knowledge of SalesForce.com
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Client Relationship Manager Resume Examples & Samples
- Ability to work independently and collaboratively, making decisions based on data and good judgment and drawing on resources to support decision making when appropriate
- Ability to analyze, compare, evaluate, reconcile and draw meaningful conclusions and action plans from data
- Advanced degree in Library Science
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Client Relationship Manager Resume Examples & Samples
- Minimum 3 years business-to-business account management experience required, with demonstrated high level business-to-business communication skills
- Prefer candidates experienced with million dollar accounts/clients
- Minimum 1 year project management experience preferred
- Minimum 1 year of business-to-business experience in a technical customer service capacity preferred
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Client Relationship Manager Resume Examples & Samples
- Point of contact for Plan Sponsor
- Oversight of day to day processing (enrollments, contributions, distributions, etc.)
- Coordination of plan design changes
- Plan reconciliation and reporting
- Coordinating fund changes
- Audit support
- Problem resolution
- Oversees Voya day to day operations
- Manages all plan administrative functions
- Identify opportunities to improve plan administrative processes and services
- Manages participant research and escalations
- Strong Ad hoc reporting and project management skills
- Prior experience with Corporate DC plans
- Experience with Voya systems: Omni, Task Manager
- MS Office
- Team Mentality: Partnering effectively to drive our culture and execute on our common goals
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Client Relationship Manager Resume Examples & Samples
- 4 year college degree or equivalency strongly preferred
- Ability to think broadly when problem solving and making decisions
- Segment/specialty knowledge preferred
- Strong interpersonal and partnership skills
- Demonstrated success in critical thinking; able to analyze data and make effective recommendations
- Excellent communication, presentation, negotiation, persuasion, and conflict management skills
- Ability to anticipate needs of clients and educate
- Ability to learn underwriting and risk concepts
- Ability to learn Voya product portfolio to educate, and on a consultative basis cross sell products/services to brokers/clients
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Client Relationship Manager Resume Examples & Samples
- Experience in a capital markets post-trade functions, preferably with exposure to multiple asset classes and functions, with understanding of securities and derivative lifecycle events
- Operations-relevant Professional qualifications desirable (i.e.: SII Investment Operations Certificate)
- Experience of meeting and interfacing with external clients (preparing and attending meetings or calls)
- Act as ultimate escalation point for post-trade incidents and escalations pertaining to the Tier-1 client(s) covered
- Perform formal service level review interactions with Tier-1 clients, communicate feedback to SG and client audience and ensure action items delivered
- Organise and deliver added-value events and services to Tier-1 client base
- Espouse and promote values of outstanding client relationship management to those around you
- Take responsibility for SG’s Tier-1 client escalation matters (transactional, claim, general operational issues etc.)
- Organisation and delivery of formal client interactions (operational review meetings and calls) attended from time to time by senior leadership
- Organisation and delivery of value-chain specific working groups to inform internal audience of client feedback, action points and incidents as well as infrastructure and strategic plans
- Provision of updates to senior firm leadership on outcomes of client-related long-term action plans
- Definition and implementation of action plans following client escalations and interactions to stimulate development and improvement of processes and functions
- Monitoring, record keeping and communication of client feedback on SG operational services, client’s system implementations, operational expectations, FO related projects and opportunities
- Organisation of added-value events and services to ensure SG group expertise is leveraged to the benefit of clients, (i.e.: conferences, newsletters)
- Attendance at industry and market events and communication of outcomes to internal audience
- Coordination of internal action plans relating to post-trade surveys
- Provide ad-hoc assistance with the delivery of change the bank initiatives
- Preparation of client interactions – CRM expected to ensure performance indicators and information on client activity and incidents which are requested from SGCIB teams are delivered in a timely manner, which can be achieved by tracking responses in Excel
- Follow up of client incidents & action points – CRM expected, where necessary, to request and follow-up post-mortems and action plans following client escalations and/or client interactions, achieved by tracking status in Excel
- Added-value events – CRM expected to organise added-value events although content and delivery of discussion topics and presentation remains with subject-matter expert, achieved by tracking progress of event in Excel
- OPER Sponsor – CRM expected to prepare OPER Sponsor discussion points for client interactions using a formalised procedure and presentation
- Operational surveys – CRM expected to coordinate and follow-up the provision and follow-up of action plans with internal OPER teams
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Client Relationship Manager Resume Examples & Samples
- Developing and maintain an extensive knowledge WK CS product offerings (e.g., features, benefits, pricing, intended use, value proposition)
- Develops and maintain a sales process for contacting customers to achieve monthly sales objectives by proactively and reactively placing calls and sending e-mails to current customers for retention and sales purposes; receiving and responding to inbound call inquiries on products and services, manage e-mail and voicemail to ensure prompt response to internal and external customers
- Maintaining timely and accurate records of all sales activities in the CRM database
- Bachelor’s Degree in Business, Sales, Marketing, Finance, or related discipline; OR 4 years of Sales/Retention experience
- A minimum of 2 years of experience working in a role that requires conducting outbound telephone sales, capturing and recording key prospect data, conveying value proposition to prospective clients & troubleshooting and resolving basic customer issues
- Experience working for a company providing software based solutions
- Strong experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Experience using Customer Relationship Management software (e.g., SAP CRM)
- Demonstrated excellent written and verbal communication
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Client Relationship Manager Resume Examples & Samples
- Relationship Management: Establish and manage strategic partnerships to ensure overall customer satisfaction and deliver on contractual requirements
- Escalation Management: Provide a single point of accountability (SPOA) in line with client expectations and TELUS service capabilities on a 7x24 basis
- Incident Management: Support of post-incident review & investigations
- Contract Management: Interpret, negotiate, and manage the delivery of operational obligations within the agreed to time frames
- Financial Management: Help drive revenue growth and EBITDA improvements to the accounts
- Review of account income statement; profitability, loss while correlating revenue spikes to project activities, facilitating reviews on cost overruns with internal stakeholders
- Stakeholder Management: Collaborate with stakeholder teams, assist in building, review and present standardized performance reporting to support daily, weekly, monthly, annual governance meetings; capture learnings and innovation to support continuous service improvement
- Organizational Support: Leverage and empower the stakeholder community in fulfilling operational duties and contractual obligations
- LI-CB1
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Client Relationship Manager Resume Examples & Samples
- Responsible for evolving our ways of working with all relevant stakeholders (employees, people managers, Business HR and CoEs) in the LATAM countries
- Gathers feedback as to the country service experience and providing input to continuous improvement and process design initiatives
- Locally drives the regional pull through of the global HR Ops portfolio and delivers regional HR Ops projects
- Minimum of 5 years of relevant work experience in HR, including a demonstrated record of customer focused service
- Proven knowledge and understanding of the HR business model
- Excellent communication and influencing skills
- Strong listening & comprehension skills
- Strong orientation toward innovation and creativity
- Strong interpersonal skills including relationship building and maintaining
- Strong attention to detail, analytical skills, together with developed business acumen
- Familiarity with project management approaches, tool and phases of the project lifecycle
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Client Relationship Manager Resume Examples & Samples
- Good asset management industry knowledge allied with effective operations process knowledge
- Excellent practical awareness of relevant regulatory requirements
- A strong communicator able to listen and understand client issues and also to deal with people at all levels
- Proven ability to deal effectively with issues (and complaints) in a proactive way that achieves the right outcome for both the client and Aviva investors
- Motivated to deliver great customer service, balancing empathy for the client with the legitimate needs of Aviva Investors
- Comfortable with taking ownership of issues and able to effectively influence colleagues / third parties to ensure the right outcome
- A great collaborator able to easily work with colleagues right across Aviva Investors
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Client Relationship Manager Resume Examples & Samples
- Personally manage the overall service relationship with the home office of Voya’s key distribution partners (Broker-Dealers/NMOs). It is this position’s responsibility to understand how the distributors do business. Additional responsibilities include on-site visits, operations coordination of product releases, problem resolution, operational training, implementation of technology requests and gathering actionable feedback on how Voya is performing
- Understand the strategic direction and operational needs of the distributor back offices and bring those back to Voya. Ensure initiatives are prioritized appropriately and resources are identified
- Develop internal relationships with management and key personnel in various areas of the company, including Producer Services, New Business, POS, Contact Center, Legal, Compliance, Sales, Product Development, and IT. Work closely with these areas to understand their department’s processes
- Manage day to day calls that are received from their firms that deal with contract, product or processes. Analyze and work to resolve these situations and propose changes that may eliminate re-occurrences in the future
- Take a leadership role in a variety of projects to represent the needs of our distribution partners
- Detailed product and operations knowledge
- Exceptional social/interpersonal skills
- Highest level of integrity
- Regulatory/compliance understanding
- Ability to solve problems creatively and quickly
- Ability to develop strong relationships with internal stakeholders
- Strong organizational skills – ability to handle multiple priorities
- Minimum 5 years of industry experience
- Series 6 preferred
- Working knowledge of Microsoft Office, Excel, Powerpoint
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Client Relationship Manager Resume Examples & Samples
- Assisting lead advisors on monitoring portfolio investments
- Supporting client service efforts of the lead financial advisor
- Ensuring accounts are properly invested
- Managing Investment Policy Statement (IPS) database
- Performing research pertaining to client or advisor requests
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Operations Client Relationship Manager Resume Examples & Samples
- Actively building relationships with clients and gaining a clear understanding of their needs, where Deutsche Bank differs from market standards
- Identifying recurring problems caused by Deutsche Bank’s internal process and provide resolution
- Interacting with sales to understand the client trading profile and keeping updated on new activity
- Ensuring the client has a current list of Deutsche Bank operations contacts and that Deutsche Bank in turn, has an updated client contact list
- Monitoring internal metrics and performance against both internal targets and market wide standards
- Facilitating across Deutsche Bank operations and client operations to resolve client issues
- Escalating where appropriate and capability to prioritise across Deutsche Bank support functions
- Building relationships with Senior Relationship Managers, Sales Business Management and Sales, working closely on client initiatives and/or to resolve client issues raised to front office
- Educating and advising clients
- Identifying problems and their root cause and work with relevant team or influence clients to improve performance
- Analysing situations and identifying which may need ‘upward escalation’
- Consulting others for help when unclear about way forward
- Prioritising problems/issues for resolution
- Measuring success in terms of customer satisfaction
- Ability to deal with client grievances by maintaining a relationship and gaining their trust and respect
- Encouraging an environment of identifying internal and external customer needs
- Negotiating win:win outcomes with clients
- Significant operational experience or a strong client service background
- Excellent client service skills with previous client experience
- Strong Communications skills
- Clear, confident presentation skills
- Intermediate knowledge of Microsoft Excel
- Intermediate knowledge of Microsoft PowerPoint
- Excellent communication skills; written and verbal both inside and outside the organisation
- Ability to work in team and independently and willingness to work under pressure and self-motivated
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Client Relationship Manager Resume Examples & Samples
- 3 positions available-
- 2 x Sydney based
- 1 x split locations Sydney/ Sutherland- Sydney office (3 days per week) & Sutherland office (2 days per week)
- Strong client focus
- High ATD/Organisational skills
- Highly competent in administration
- RG146 or desire to obtain
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Client Relationship Manager Resume Examples & Samples
- Bachelor's degree preferred
- Prefer three or more years professional experience
- Interest in technology is essential
- Ability to problem solve and bring forth timely resolution
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Client Relationship Manager Resume Examples & Samples
- Contribute to the development and profitable growth of the real estate portfolio
- Deliver a consistent customer service experience
- Comprehensive knowledge and understanding of real estate lending is an asset
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Client Relationship Manager Resume Examples & Samples
- Experience in the Canadian pension industry
- Investment background/knowledge
- Ability to negotiate and influence
- CEBS - RPA designation or willing to complete within 18 months of being in the role
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Client Relationship Manager Resume Examples & Samples
- Develops client relationships and manages assigned accounts to result in continued revenue generation and high levels of client satisfaction; drives more extensive integration into relevant client business applications
- Identifies incremental opportunities with other business units within the client environment and passes information to sales executive
- Oversees ongoing management and retention (includes reporting and analysis on utilization, risk evaluation, and other relevant information)
- Lead both internal and external monthly and quarterly business reviews with Majors clients, including presentation and analysis of more complex client data acquired through more in-depth data collection from client and utilization reports
- Builds a strong relationship with sales executive to jointly represent LogMeIn as part of a Client Care team that supports and manages each Majors client; drives proactive and consistent communication with sales team and client
- Gathers product feedback and client needs and recommends improvements to the Product Management and Majors Client Care team to ensure client needs are heard throughout the LogMeIn organization
- Implements best practices based on market trend information provided by management
- Projects management of more complex implementations and other projects related to account growth and retention
- Consistently executes on Majors Client Care Account Process; utilizes and offers ideas to expand existing process and documentation
- Looks for innovative and creative approaches to customize content for Majors clients
- Develops Tactical Account Plans based on Account Overviews for each client to drive daily activities and projects
- Influences at all organizational levels and develops credibility with Sr. Management (internal and client); facilitates executive relationships between the LogMeIn SaaS Division and the client through introductions and coordination of conference calls and on-site visits
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Senior Client Relationship Manager Resume Examples & Samples
- Act as primary point of contact for the customer on operational and performance issues
- Monitor project performance to customer requirements and expectations
- Translate operations needs into draft requirements for IT development
- Manage inventory levels to ensure timely order fulfillment
- Must be an organized, detail oriented, and self-motivated individual
- Strong analytical, problem solving, and decision-making skills
- Have the ability to work independently and as part of a team
- SQL knowledge is a plus
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Client Relationship Manager Resume Examples & Samples
- Build and maintain understanding of the sales strategy and the Legg Mason affiliates, their products, investment process, style and initiatives in order to proactively provide excellent CRM support to Directors of Business Development
- Understand and anticipate the needs of the Directors of Business Development, and provide timely and appropriate support to assist them in developing key relationships with retail, home office and quasi institutional clients in order to deliver against departmental and
- Organizational objectives
- Strengthen and deepen current client relationships. Actively calling a broad range of clients to understand their needs, develop their understanding of the range of offerings to enable further sales opportunities
- Support strategic marketing initiatives on a corporate and divisional level (across international regions), provide sales support for the Directors of Business Development
- Support strategic Global Clients initiative by collaborating with LMID constituents around the world
- Work as a partner with the other team members in order to develop and implement a business plan and sales strategy
- Develop and enhance industry, markets, and product knowledge in order to effectively communicate and build credibility with clients
- Deliver effective presentations for internal and external audiences to promote Legg Mason Funds products, services and competitive advantages (i.e. conference calls, presentations, etc)
- Develop and maintain a database of key relationships' behavior
- Bachelor's degree in finance, economics or business management
- Series 7 license (or ability to obtain the series 7 within 90 days of hire)
- Some experience in (or knowledge of) financial services
- Ability to build relationships
- Ability to explain in technical detail, Legg Mason products in the context of financial markets
- Excellent communication skills, both written and oral, and strong organizational skills
- Ability to work well independently
- Enthusiastic team player and self starter with ability to prioritize and work in a fast-paced sales environment
- Strong customer relationship management and servicing skills as well as internal corporate relationship management capabilities
- Technologically proficient and knowledgeable
- Conversational Spanish required, and Portuguese fluency desired
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Citigold Private Client Relationship Manager Resume Examples & Samples
- Serve as the primary, single point of contact for HNW clients and manage all aspects of the client’s banking relationship with Citi
- Identify, build and deepen relationships to gain incremental wallet share of the high net worth segment through a superior customer experience
- Anticipate the complex financial needs of the client and offer potential solutions through a wide range of products, services and tools
- With the support of product specialists, profile and understand a client's banking, credit and investment needs and goals in order to provide holistic financial recommendations
- Master referral opportunities to grow your portfolio. Proactively source, acquire and expand high value customer relationships by maximizing sale and service opportunities
- Refer opportunities to segment partners where appropriate (including, but not limited to CitiMortgage Home Lending Officers, CPWM Financial Advisors, Small Business Bankers, etc.)
- Work with all roles on branch team to ensure all clients have a positive in-branch experience
- Compliance Oversight and Controls. Every CPC client goes through account opening and periodic KYC/EDD remediation. CPC RM needs to appropriately assess risk/reward relationships when making business decisions, demonstrating particular consideration for the firm's reputation and safeguarding the bank by applying sound ethical judgment regarding business practices. The impact of these risks on any part of the Citi organization should be adequately assessed, monitored, controlled and reported
- 7+ years in financial services with a strong knowledge of banking, credit and investments products
- Securities Licensed: Series 7 & Series 63
- Life and Health required – with 60 days from hire date to obtain
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Client Relationship Manager Resume Examples & Samples
- Leading and managing Brookfield’s Private Funds marketing activities in Australia, specifically
- An appropriate undergraduate degree in accounting/finance/law. Post graduate qualifications in finance (eg. CFA, MBA, CA/CFA) would be highly regarded
- Minimum 10 years’ experience in investment banking, corporate finance, asset management consulting or fund placement
- Minimum 10 years’ experience in either the real estate, infrastructure and/or private equity industries
- Strong analytical capabilities and investment reporting experience
- Fund structuring, development, administration experience with unlisted closed and/or open ended funds
- Involvement in fund marketing, product specialist or investor relations activities
- Extensive knowledge of, and relationships with Australian super funds and consultant groups including navigation of key decision makers and investment committee processes
- The ability to develop strong internal and external networks
- Excellent interpersonal, analytical and creative problem-solving ability
- Self-motivation and proactivity
- Extensive experience working in an international organization/team
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Client Relationship Manager Resume Examples & Samples
- Completion of Merrill Lynch Associate Client Relationship Manager program and/ or currently hold ML Complex Client Relationship Manager role
- Licenses: Series 7, 8 or 9 & 10, 63 & 65 or 66 required. Series 3, 31 where indicated
- Responsible for overall delivery and management of the client service experience for the Market and Complex
- Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Lynch clients
- Responsible for transition and coordination of clients to Merrill Lynch, including review supervision and approval of new accounts
- Responsible for the coordination of recruits transitioning from the competition. * Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators
- Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets
- Responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Complex, managing head count report, etc
- Serve as point of contact for implementation of the WMW in the Complex, serve as the ongoing WMW conduit for all enhancements including communications and training
- Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing work flows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole
- Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators
- Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and Legal when appropriate
- In partnership with OMT, responsible for reassigning accounts
- Ability to monitor, assess, execute and address client needs in an effort to ensure overall service satisfaction, retention and acquisition. * Liaison to various service and operational partners to drive client satisfaction opportunities
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Client Relationship Manager Resume Examples & Samples
- Works with guidance on more complex projects
- Capable of applying knowledge to handle all but the most complex problems independently
- Anticipates change and directs or redirects efforts
- Individual typically has at least 5-7 yrs of related experience
- Commits to managing all business and personal interactions with honesty, integrity, and the highest ethical standards
- Builds strategic partnership with the client
- Seeks out and defines the needs and wants of internal and external customers
- Develops and manages strategic plan around client goals and objectives and leads overall strategic focus of the client team
- Responds positively to changing circumstances and seeks alternative way of achieving goals if necessary
- Demonstrates forward thinking; looks ahead, anticipates problems, and considers future impact of current actions
- Consistently produces results on time; hits goals-all while adhering to the highest standards of honesty, fairness, and integrity
- Raises resources for team inside and outside of MMRS in support of client
- Negotiates effectively with the client to maximize relationship profitability and ensure compliance with MMRS best practice, goals and objectives
- Understands business economics/pricing and impact on client
- Makes decisions based on sound financial principles and knows when to engage others in decision making (e.g. manager, peers, customers)
- Seeks out and considers all relevant information (e.g. technical/functional, financial, organizational, customers, competitors) when analyzing problems
- Customizes interactions to fit client business, culture and need
- Demonstrates an understanding of MMRS product and service capabilities
- Ability to multi-task and prioritize workload BASIC QUALIFICATIONS
- 5+ years of retirement services experience
- For this position, candidates must be authorized to work in the United States without requiring visa sponsorship
- FINRA Series 7 and 63 licenses or obtain within a designated period of time from start date
- Professional designations, such as ASPA or CEBS preferred
- Working knowledge of ERISA, current compliance and regulatory item
- Knowledge of plan documents and investment contracts
- Strong plan design skills
- Current knowledge of the retirement plan industry, competitors, products and services
- Advanced written and oral communications skills
- Effective Influence, presentation and negotiation skills
- Superior analytical and complex decision-making skills
- Microsoft Word, Excel and PowerPoint literate
- Territory: NY, CT, MA, RI, NH, VT ME
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Client Relationship Manager Resume Examples & Samples
- Help new accounts get setup for success from their first order
- Educate and train new accounts on how to work well with Invitae and help develop workflows, practices, etc. in conjunction with the customer to make Invitae work for them
- Work proactively to identify potential issues or areas of dissatisfaction within an account and address it head on before it becomes a problem
- Partner with colleagues in sales and client services to ensure clients have their needs met in a seamless fashion that’s efficient while maximizing their satisfaction
- Bachelor’s degree required, MBA or other relevant advanced degree a positive
- Experience in healthcare a plus, but not required
- Experience with cardiology, neurology, and/or pediatric genetics a plus
- 5+ years of work experience on the front lines in relevant customer-facing functions, including: customer/client success, account management, customer support and/or sales (including field, inside and national accounts)
- A track record across your work history of solving complex, cross-functional customer facing problems
- Excellent relationship development and management skills
- Great listener who can help clients feel heard while also getting to the root cause of the issues a customer is facing
- Dynamic problem solving mindset oriented towards finding creative solutions to customer issues
- A truly great teammate who works well with others cross functionally to find common ground and constructively solve issues as they arise
- Ability to think big picture while also focusing on the details of a situation that are causing problems for a client
- Knowledge of Salesforce and other relevant tools highly desirable
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Client Relationship Manager Resume Examples & Samples
- Partner with internal resources for non-credit related products
- Updating client or contact information accurately and in a timely fashion
- Promoting and encouraging a strong relationship with the Client Solutions Analysts (CSAs)
- Using strong knowledge of the Bank’s streamlined products and services including simplified credit application, standardized and simplified products, standardized pricing and underwriting
- Partnering with internal product specialists on the selling of non-credit products and ensuring customer needs are met
- Ensuring early identification of problem loans and ensuring the accuracy of risk ratings through identification of changes in account quality via review of industry/economic trends
- Making recommendations relative to structure, monitoring and risk rating to Global Risk Management as issues are identified. This may include exiting a relationship
- Guiding and assisting Client Solutions Analysts in the evaluation of all information received and reporting deficiencies or any negative findings to senior management including RA, and final risk rating assessment
- Maintaining adherence to the Bank’s Anti-Money Laundering program. Know Your Customer requirements and Guidelines for Business Conduct, by reporting any unusual occurrences or fraudulent activities per established procedures
- Strong knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model, in order to provide integrated financial solutions
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Client Relationship Manager Resume Examples & Samples
- Develop a strong working relationship with clients to support implementation and adoption of tools, including developing training and marketing materials for client use
- Assist in the day to day project management of client implementations, including updating project plans, documenting user requirements and managing action items
- Play an integral role in the Business Process Review sessions during implementation, helping to organize themes and thoughts and develop future state documentation
- Actively manage client communications regarding Aladdin product changes and improvements
- Ensure a smooth transition from Implementation to Production support
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Client Relationship Manager Resume Examples & Samples
- Working closely with large companies on their most pressing supply chain initiatives
- Providing world class service to deliver SCM World/Gartner resources to meet client needs
- Building strong relationships with supply chain executives within our member companies
- Creating customer deliverables and collateral
- Scheduling and program management with customers
- Bachelor’s Degree (2:1 or above preferred) and 1-3 years’ work experience in a service oriented role
- Supply Chain knowledge is an advantage
- Be a driven and motivated self-starter with a results focus mindset
- Have evidence of being a top performer
- Be intellectually curious with an interest in learning about their customers
- Be adaptable and innovative and able to keep pace in an agile environment of change
- Have excellent oral and written communication skills with the ability to build rapport at all levels of an organization
- Be able to work independently as well as collaboratively as part of a team
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Client Relationship Manager Resume Examples & Samples
- Responsible for fostering a high client satisfaction rating for Pitney Bowes client base. Ensure clients derive value from Pitney Bowes Presort Service through successful execution of training, mentoring and project delivery
- Manages and builds client relationships with medium to large customers to encourage new and repeat business opportunities. Develops and facilitates the proposal process for assigned clients including budget and pricing development, proposal writing, contract negotiations and client presentations
- Prioritizes and focuses efforts within the client base providing ongoing training and education, mentoring and consultative project work to maximize client satisfaction, identify growth potential and execute timely agreements and renewals. Builds and maintains one-on-one client relationships via phone, email, and onsite engagements. Acts as key subject matter expert on product usage to foster internal relationship with the Pitney Bowes sales team and other internal groups to help drive company goals. Understand, document, and educate other Client Service Managers on client use cases that clearly demonstrate and measure the value proposition of Pitney Bowes services. Mentor team to understand service capabilities, contributing to training and best practices, as well as hold monthly client workshops
- Develops a deep understanding of assigned clients' products and long-term business strategies and identifies additional revenue and business opportunities. Act as technical team lead to provide guidance and direction for clients utilizing Pitney Bowes website portals. Makes recommendations and presents proposals to decision makers to increase revenue and profitability. Participates in the recovery of outstanding receivables
- Negotiates contract renewals per PB Presort Services established rate card guidelines and obtains signed contracts for existing contracts up for renewal. Negotiates contract agreements with existing clients that do not have a signed agreement with Presort Services to obtain formal agreements
- Prioritizes, plans and communicates regulatory changes for assigned clients and works with them to execute. Develops an effective contract strategy that is measured by the preservation and protection of assigned clients. Determines required contract changes as a result of regulatory changes and negotiates updated contract terms with assigned clients. Represents Presort Services at industry events and tradeshows. Contributes to the development of best practices and the publication of educational materials and other collateral. Obtains and maintains Mail Design Professional (MDP) Certification. Additional tasks as defined by management
- Maintain all administrative controls over assigned accounts. Settle mailings and disptach reports within service level time period. Maintain an updated accounts profile in Salesforce and enter cases when required. Actively participate in building effective working relationships with all departments at the facility. Effecitvely manage accounts by providing exceptional customer service. Respond to and effectively resolve all customer inquiries. Work with QC, Operations, USPS and client to resolve hold mail issues. Promote "Our Winning Formula" concepts on a daily basis
- Provide sales support by effectively on-boarding new clients and obtaining all required USPS and PB paperwork. Report any adverse situation that would affect the ability to retain client(s). Promote a team culture and act as one for growth of PB by meeting the excpectations of our clients
- Protect company assests by ensuring all jobs are properly funded and no accounts are on the deficit report. Ensure the AR is kept current
- Respond to incoming calls, emails and other message from clients. Give accurate direction and support to team leaders to facilitate successful completion of organization’s targets and performance goals
- Carefully identify problems that might arise from operations with the use of ethical procedures and professional judgment. Make use of proven business techniques in the identification of lapses and loopholes in the organization’s Client Service department and recommend better strategies that will yield better results. Demonstrate good conflict resolution skills, ability to multitask, ability to work in a team, a good sense of judgment, and excellent managerial skills
- A minimum of 2 Years successful B2B sales and/or account management/development experience
- Excellent presentation and communication skills; ability to organize and present technical material in an easily understood manner both verbally and written
- Highly proficient with common software applications including MS Office Suite, web browser functionality, CRM applications, etc
- Expert proficiency in the application of presort solutions specifically in the delivery to a highly educated and mature client base
- High energy, positive attitude, with the ability to think creatively and handle multiple priorities
- Analytical thinker able to learn new tools and software quickly
- Self-starter with the ability to work independently in a dynamic, fast-paced environment
- Skilled in effective listening
- Strong negotiation skills. Ability to develop and grow long-term client relationships
- Ability to be available 24/7 to address client issues as needed
- Ability to work in a team, have good sense of judgment and good conflict resolution skills
- Excellent managerial skills
- Ability to travel if necessary
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Client Relationship Manager Resume Examples & Samples
- Build relationships with different members of the client team who make or influence purchasing decisions, including senior executives, purchasing managers, technical managers and finance directors
- Work with clients to help them improve business performance and profitability
- Work with clients to help overcome issues of price and create strong barriers to competition
- Design and implement sales plans to achieve the company’s sales goals
- Develop and execute a plan that will identify and pursue sales leads and prospective clients
- Present account plans to the senior management team to gain approval and commitment
- Collaborate with other departments in creating a cost-effective marketing strategy to acquire major sales opportunities
- Act as primary contact with regional/national customers and prospects, along with the company’s Vice President/General Manager for the region
- Maintain an extensive knowledge of current market conditions
- Build and maintain customer relationships for the region
- Take on special assignments as requested
- Forecast sales on a monthly basis, and collaborate with operations team to forecast associated resources
- Monitor and analyze competitive activities to assess any threat to important clients
- Ability to use their account knowledge to set revenue targets and identify the resources needed to meet them
- Bachelor’s degree preferred in Business, Management, or Sales/Marketing
- 3+ year technical knowledge of the wireless telecommunications industries
- Extensive experience in sales and customer service
- Market research experience
- Excellent communication skills, both written and orally
- Excellent planning and analytical skills
- Demonstrated track record of successful selling
- Excellent negotiating skills Track record of successfully closing and following up
- Must be self-motivated
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Client Relationship Manager Resume Examples & Samples
- Authorization to work in the U.S
- Good conflict resolution skills
- Have good sense of judgment
- 2 Years successful B2B sales and/or account management/development experience
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Client Relationship Manager Resume Examples & Samples
- Consistently reflect our core values of higher standards, greater accountability, and more fun to bswift associates, clients, and partners
- Develop and maintain strong relationships at a strategic and operational level with assigned large market clients
- Leading a team of account managers and analysts to coordinate with other bswift resources (product management, development, call center) to meet client deliverables; including, but not limited to
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Private Client Relationship Manager Resume Examples & Samples
- Delivering a consistent and tailored wealth management service to our valued clients
- Maintain the highest standards of excellence in client service by providing professional care and expert financial advice that results in clients considering HSBC as their primary bank
- Build and maintain relationships with clients based on credibility, reliability and personal interest
- Acquiring new clients with proactive strategic wealth planning to maintain and grow the business
- Lead Jade by Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources. Manage a portfolio of approximately 150 primary clients
- Work with the broader branch network, support and direct teams to ensure achievement of the business performance by delivering differentiated wealth products and services to the client
- Utilize in-depth knowledge of relevant products and services and how they might be tailored to provide the best solutions for clients
- Deliver optimal outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
- Compliance with all relevant global standards including Regulatory organizations
- Minimum of eight years proven and progressive financial services experience, and at least 3 years as Relationship Manager for high net worth clients
- Provide the highest standards of delivery to colleagues and clients. Strong client focus and ability to develop long term partnerships
- Evidence of strong client recommendation and sales results in wealth and banking/lending products
- Willingness to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Second language is an asset (Mandarin/Cantonese)
- Ability to build strong networks and relationships with the local community as well as to give back to the local community
- Mutual Fund Licensing a must and Certified Financial Planner strongly preferred
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Client Relationship Manager Resume Examples & Samples
- Demonstrates financial management and revenue achievement of assigned territory through use of appropriate tools to track accounts receivable, calculate service level credits and billing
- Conducts service value reviews
- Educates clients on various FIS processes and procedures assisting with awareness, navigation and self-help tools (note: this role is not responsible for opening requests or being the direct point of contact for support or project related items
- Conducts regularly scheduled status calls with client to discuss important key service topics, to review projects in client’s queue and to discuss available service offerings
- Acts as an escalation point between client and request desk
- In the event of a contractual penalty, calculates and processes service level credits, informs billing team and notifies client on timing of credit receipt
- May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and/or services FIS is offering
- Participates 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
- Bachelor’s degree in business or related field or the equivalent combination of education, training, or work experience
- 4+ years of customer service or client management experience
- Banking or related financial industry experience is a plus
- Ability to work with Microsoft Word, Access, Excel, PowerPoint
- Ability to build strong relationships within all levels of a client
- Requires human relations, negotiation, and documentation skills
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Client Relationship Manager Resume Examples & Samples
- Demonstrated experience in a senior management role
- Strong stakeholder management and experience dealing with a variety of stakeholders
- Demonstrated ability to work under pressure and meet strict deadlines
- Demonstrated performance against contract KPIs
- Experience in contract implementation
- Experience on ADF systems desirable
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Client Relationship Manager Resume Examples & Samples
- Exceptionally strong organizational skills
- The ability to be proactive, confident, assertive, and resourceful
- Previous experience in supporting a federal government program office
- Strong experience using all MS Office products
- Demonstrated outstanding level of professionalism in providing support, including ability to exercise good judgment, discretion, tact, and diplomacy
- Ability to multi-task in a demanding, fast-paced client environment
- Sound business ethics, including the protection of proprietary and confidential information
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Client Relationship Manager Resume Examples & Samples
- 4+ years of experience in client service relationship management for defined contribution plans
- Industry certifications and FINRA series 6 or 7 and 63 licensing preferred, will be required
- State insurance license must be obtained within 60-days of hire
- Strong understanding of 401(k) plans as well as a solid investment background
- Strong interpersonal, presentation, and negotiation skills
- Travel – 35 – 50% of time; Locations – Nation-wide
- This position is work from home in a location that can cover the designated territory
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Junior Client Relationship Manager Resume Examples & Samples
- Meet and exceed core targets
- Promote and cross sell Western Union Business Solutions' foreign exchange products and solutions
- Manage and cultivate client loyalty through proactive phone calls and responding to customer inquiries to ensure client retention
- Monitor account performance and activity
- Continuously solicit customer feedback and communicate internally
- Demonstrate an understanding of Western Union Business Solutions' on-line payment solution and related technology in order to effectively support clients
- Close sales opportunities for Western Union Business Solutions' foreign exchange products and international payment services
- Build and maintain strategic business relationships with existing and potential clients
- Research and analyze clients' business objectives, identify their foreign exchange and international payment requirements, and provide a benefits-based solution and action plan demonstrating how Western Union Business Solutions can meet client needs
- Perform all other reasonable duties as requested by management or management delegate
- Post-secondary education in Business, Finance, Business or Marketing and/or an equivalent combination of knowledge, skills, abilities, education, and experience
- Experience working with foreign exchange or within the financial / banking industry - an asset
- B 2 B sales experience – an asset
- Exemplary customer service skills with a focus on building customer loyalty
- Demonstrated ability to manage client relationships
- Ability to develop and consistently apply follow-up techniques
- Team oriented, with a demonstrated ability to build and maintain strategic working relationships
- Decision making, organizational and time management skills - with attention to detail
- A tenacious approach; and possess a positive attitude toward and ability to effectively adapt to change
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Client Relationship Manager Resume Examples & Samples
- Acts as an advocate for both the client and ProQuest to ensure expedient and appropriate resolutions
- Identifies and pursues new business opportunities with existing clients in conjunction with Product Specialist and/or Account Manager’s efforts
- Enters leads and client activity into SalesForce.com
- Provides weekly reporting to Account Managers, Product Specialists and Sales Managers and escalates any issues that would impact renewal or new business
- Actively learns about ProQuest offerings and products
- Outstanding verbal communication skills; fluency in English
- Creative problem solver and decision maker, with enthusiasm and focus to reach positive outcomes
- Capacity to learn and effectively utilize SalesForce.com and other programs relevant to the role
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Client Relationship Manager Resume Examples & Samples
- Tracking and responding quickly to negative trends identified, including the re-assessment of IG code ratings as appropriate
- Identifying and referring sales opportunities to other departments in the Bank, including Global Transaction Banking, Private Banking, Commercial and Retail Banking, and Global Banking and Markets
- Establishing and maintaining effective external contacts
- Demonstrating a team oriented approach through a positive attitude and a strong work ethic
- Earning respect from, and demonstrating respect for others
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Client Relationship Manager Resume Examples & Samples
- Manage profitability of Account via development of comprehensive, effective and innovative sourcing and selection strategies in order to efficiently attain top level candidates
- Lead weekly meetings with hiring managers and account teams to discuss and assess candidate and requisition status and health. Internet research and job posting responsibility and pipeline status movement
- Perform and/or manage passive recruiting through RMS resources as necessary to attract top level candidates
- Interpret and analyze data and present back to client and account manager so that enhancements can be made to the hiring process such as revisions of behavioral based interview guides, job descriptions, compensation packages, and success indicators
- Demonstrated professional growth within HR, Staffing and/or Talent Acquisition Skills and Abilities
- Proven ability to design, develop and implement strategic solutions
- Demonstrated ability to manage priorities within tight deadlines and high client expectations
- Communication Skills - written and verbal, coupled with interpersonal skills
- Manages expectations across all levels of the organization and communicates appropriately both internally and externally
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Client Relationship Manager Resume Examples & Samples
- Responsible for managing relationships with the company’s buyside clients in EMEA
- Responsible for onboarding new buy-side clients
- Responsible for developing account strategies, driving business growth and ensuring customer satisfaction
- Establish deep relationships in all areas of a client organization - trading, operations and technology
- Work with Sales to identify additional opportunities for increasing volume and revenue from existing customer base
- Ensure the firm maximizes trading volume from existing customers
- Achieve defined targets of volume and adoption of new products
- Develop customised solutions for client trading, workflow and STP requirements
- Identify new product or functionality enhancements to address client needs
- Additional Language speaking and written skills are desirable but not essential
- Proven experience in a relationship management or client services environment
- Experience working with an e-trading platform, FX or other financial markets software product via either a vendor or bank
- Relationship Management, Sales or Operations with a background in Foreign Exchange
- The candidate must be a highly professional, self-motivated and organized individual with a proven track record of exceeding targets
- Key areas of competence are: Relationship Management, Client Services, E-trading, Business Process Management, Workflow, and Project Management
- Excellent communication, presentation, and organisational capabilities as well as analytical and problem-solving skills are essential
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Client Relationship Manager Resume Examples & Samples
- Process activity in assigned accounts, based on client directives, in a timely and accurate manner
- Work in a team environment providing support for senior relationship managers
- Monitor reports for compliance and respond in designated timeframe
- Bachelor’s degree and a minimum of 2 years’ experience in administration of Corporate Retirement or related accounts, or in lieu of a degree, a combined minimum of 6 years’ higher education and/or work experience including a minimum of 2 years’ experience in administration of Corporate Retirement or related accounts
- Experience in administration of retirement and employee benefit accounts
- Demonstrate a strong level of proficiency in the use of software packages such as Microsoft Office
- Knowledge of SEI or other trust reporting system would be ideal
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Client Relationship Manager Resume Examples & Samples
- Prioritizes and focuses efforts within the client base providing ongoing training and education, mentoring and consultative project work to maximize client satisfaction, identify growth potential and execute timely agreements and renewals
- Builds and maintains one-on-one client relationships via phone, email, and onsite engagements
- Acts as key subject matter expert on product usage to foster internal relationship with the Pitney Bowes sales team and other internal groups to help drive company goals
- Understand, document, and educate other Client Service Managers on client use cases that clearly demonstrate and measure the value proposition of Pitney Bowes services
- Mentor team to understand service capabilities, contributing to training and best practices, as well as hold monthly client workshops
- Develops a deep understanding of assigned clients' products and long-term business strategies and identifies additional revenue and business opportunities. Act as technical team lead to provide guidance and direction for clients utilizing Pitney Bowes website portals
- Makes recommendations and presents proposals to decision makers to increase revenue and profitability
- Participates in the recovery of outstanding receivables
- Prioritizes, plans and communicates regulatory changes for assigned clients and works with them to execute
- Develops an effective contract strategy that is measured by the preservation and protection of assigned clients. Determines required contract changes as a result of regulatory changes and negotiates updated contract terms with assigned clients
- Represents Presort Services at industry events and tradeshows
- Contributes to the development of best practices and the publication of educational materials and other collateral
- Obtains and maintains Mail Design Professional (MDP) Certification. Additional tasks as defined by management
- Maintain all administrative controls over assigned accounts
- Settle mailings and dispatch reports within service level time period. Maintain an updated accounts profile in Salesforce and enter cases when required
- Actively participate in building effective working relationships with all departments at the facility
- Effectively manage accounts by providing exceptional customer service. Respond to and effectively resolve all customer inquiries. Work with QC, Operations, USPS and client to resolve hold mail issues
- Promote "Our Winning Formula" concepts on a daily basis
- Provide sales support by effectively on-boarding new clients and obtaining all required USPS and PB paperwork
- Report any adverse situation that would affect the ability to retain client(s). Promote a team culture and act as one for growth of PB by meeting the expectations of our clients
- Respond to incoming calls, emails and other message from clients
- Give accurate direction and support to team leaders to facilitate successful completion of organization’s targets and performance goals
- Carefully identify problems that might arise from operations with the use of ethical procedures and professional judgment
- Make use of proven business techniques in the identification of lapses and loopholes in the organization’s Client Service department and recommend better strategies that will yield better results
- Demonstrate good conflict resolution skills, ability to multitask, ability to work in ateam, a good sense of judgment, and excellent managerial skills
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Client Relationship Manager Resume Examples & Samples
- Leads and coordinates implementation of multiple, complex project initiatives, working closely with cross‐functional teams and resources to achieve key achievements within identified and established project timeframes
- Monitors and communicates with clients, business partners, project sponsors, and partners, the project objectives, achievements, milestones, challenges and issues, and reports on project status
- Manages projects using proven project management tools and methods, identifying and applying standard methodologies, needed process improvements, insight on issues through root cause analyses, and establishing efficiencies in project management
- Collaborates effectively to identify creative alternatives to project challenges, leads subject matter experts to resolve project challenges, removing obstacles and impediments to ensure business and operational objectives are met
- Minimizes Broadridge exposure and risk on projects
- Understands Broadridge programming and technologies, as well as system capabilities, in order to provide guidance and consult with clients
- Able to communicate across all levels of an organization, including legal, compliance, programming, operational, and production areas, having an understanding of all tasks and challenges related to project and proxy management
- Participates and leads proposal efforts including project scoping and assessing effort required
- Leads and coordinates all tasks, assuring timely completion of a campaign including typesetting, operations, programming, billing, special handling, and tabulation
- May perform other duties/responsibilities as needed or assigned, including but not limited to smaller and medium sized campaigns, IT and operational related projects, and underlying participant projects
- 5+ Years of external client-facing Project Management experience
- Financial services experience, especially with Mutual Funds, strongly desired
- LI-CM1
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Senior Client Relationship Manager Resume Examples & Samples
- Develop excellent working relationships with customers, the account management team, and operational functions, in order to influence the achievement and maintenance of service performance
- Work in a cross-functional capacity to ensure that activities related to various entities fit with customer requirements and company guidelines, policies, and procedures
- Manage special requests from the customer for increased and enhanced levels of service or monitoring of shipment progress
- Work with customer logistics teams/departments to develop and implement solutions for new business requirements in accordance with company guidelines
- Attend periodic meetings with the client on a periodical basis, to discuss program status and relevant service issues and concerns
- Assist with training requirements
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Client Relationship Manager Resume Examples & Samples
- Work with ACSB/CSLS leadership to develop and implement business partnership strategy
- Identify/expand network contacts and build relationships to translate Scheller, CSLS, and other relevant GT initiatives into industry value propositions
- Assist with development of supporting outreach and communication materials
- Liaise with career services to raise student awareness of company-sponsored internships, coops, and job opportunities
- Represent ACSB and CSLS at local events that are aligned with industry engagement objectives
- Support ACSB and CSLS leadership in achieving long term corporate affiliation objectives (Advisory Boards, funding opportunities, etc.)
- Help navigate administrative needs to codify formal industry agreements and partnerships (NDAs, etc.)
- Work Experience:At least four to five years job related experience
- Preferred Education:N/A
- Preferred Work Experience:Experience with, or knowledge of, higher educational settings involving industry engagement
- Preferred Certifications:N/A
- Preferred Skills
- Excellent interpersonal skills including demonstrated ability to engage with a broad range of business disciplines (including and beyond sustainability)
- Organization / priority setting – self-starter who can take initiative, follow-up, and organize activities across SLS and ACSB thematic areas
- Communication – demonstrated ability to communicate effectively with a variety of internal and external stakeholders on sustainability content
- Facilitation – comfortable serving as a facilitator, organizing workshop agendas, conducting pre-work, and supporting execution
- Strategic thinker – ability to “connect the dots” between ACSB/SLS objectives and feedback received over time from business sector engagement
- Regional networks – knowledge of, and relationships with, business contacts in the US Southeast and Atlanta-based companies
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Senior Client Relationship Manager Resume Examples & Samples
- Strong understanding of Project Management Methodology including the ability to create and monitor project plans and to drive and develop tasks associated with plan
- Ability to work independently or as part of a team within a client site
- Ability to identify business development and "add-on" sales opportunities
- Team player mentality and excellent work ethic
- Strong aptitude/skills in communication, presentation, and information technology
- Demonstrated successful client interaction skills
- Competency with the operational aspects of providing complex hosting and IP services
- In-depth knowledge of CenturyLink offerings, products and services
- Understanding of Information Technology Infrastructure Library (ITIL) framework
- Minimum 8 to 12 years progressive program management experience, including 5-7 years in consulting and/or technical management
- Demonstrated ability to manage large, complex programs with multiple projects
- Demonstrated ability to communicate at all levels within an organization
- PMP Certification preferred
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Client Relationship Manager Resume Examples & Samples
- Primary focus of this position is to interface with the client’s internal compliance and audit functions and follow up with the FIS internal resources to provide the necessary information
- Responsibility for client satisfaction, maintaining client communication and overall management of client relationship
- Leads sales effort for incremental revenue opportunities and contract renewals
- Compliance / audit experience will be especially helpful for this position
- Proven track record in client relationship management and/or the sales of technology products and services
- Displays strong oral, written and interpersonal communication skills to effectively manage and/or implement all phases of projects and tasks within the enterprise and with its clients
- 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
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Client Relationship Manager Resume Examples & Samples
- Minimum 2 years of Disability and Life Group Benefits experience Emphasis on account management is preferred
- 4 year college degree or equivalency
- Group Life & Health license required based on assigned book of business
- Must complete ongoing Continuing Education requirements in a timely manner to maintain license(s)
- Ability to facilitate meetings and/or present to groups of varying sizes
- Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint
- Ability to convey The Hartford’s value proposition and differentiators in the marketplace
- Demonstrates good leadership skills
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Client Relationship Manager Resume Examples & Samples
- Hold a Bachelors degree OR have a minimum 3 years experience in account/project management and are used to working with clients of all management levels
- Excellent planning, organisational, and communication skills and write effectively using various styles to address different needs and audiences
- Enthusiastic team player with the ability to develop and maintain strong rapport with clients, you are also an effective decision maker who analyses information, prioritizes tasks, and provides sound recommendations
- Independent, self-motivated, results-oriented, and dynamic and have the ability to work under tight deadlines and with geographically dispersed teams
- Proficient in the Microsoft Office Suite of products and have Web searching experience using specific and non-specific search criteria
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Client Relationship Manager Resume Examples & Samples
- This role will provide a path for growth and development – you will either have your FINRA Series 7 & 66, or be willing to obtain this within 6-9 months
- Must have strong technical computer aptitude and knowledge of business tools (e.g., MS Outlook, Word, Excel, PowerPoint), data-base Salesforce, and other related software packages (desired)
- Must quickly understand the client service model (processes, next steps, follow-up) and be able to streamline and create efficiencies
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Client Relationship Manager Resume Examples & Samples
- High attention to detail / organisational skills
- Highly competent in administration (2-3 years’ experience)
- RG 146 or desire to obtain
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Client Relationship Manager Resume Examples & Samples
- Frequently interacts with clients at mid to upper levels of client organizations with ability to deliver technical information and solutions to non-technical contacts. (Approx. 25%)
- Actively participates and often leads projects and process improvement initiatives. (Approx. 25%)
- Creates, monitors and presents service performance and client insights to internal stakeholders (Approx. 25%)
- Leadership and development of Client Relationship Analyst (Approx. 25%)
- 5+ years of experience in customer service
- Familiarity with a ticketing systems
- Excellent communication skills, including grammatically correct speech and written correspondence
- Addresses customer needs, even in difficult circumstances
- Works as a team player with customers and internally with peers, adjacent teams, and management
- Proficient at learning new technologies/applications quickly
- Creative problem-solving and strong analytical skills.
- Full comprehension and competency with multiple Workforce Solutions applications and services
- Familiarity with call center technology
- Experience in a technical field (i.e., technical customer service/support experience in a SaaS environment)
- Project Management certification
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Client Relationship Manager Resume Examples & Samples
- Develop trusted relationships at all levels of your clients' organizations -- from Executive decision-makers to front-line Practitioners
- Advocate for clients from within ADP, collaborating with internal partners to ensure delivery of service excellence
- Become a student of the clients and industries that comprise your portfolio, proactively addressing both opportunities and risks
- Proactively monitor and develop client engagement through formal business reviews, Executive-level strategy sessions, and other meetings and events as applicable
- Deliver insights to your clients using ADP's strategic and analytical resources
- Seek opportunities to reinforce the ADP value proposition
- Travel to client sites on a regular basis. Travel would not typically require an overnight stay
- 3+ years' experience in Client Relationship Management or demonstrated success across relevant competencies
- Track record of building and developing trusted relationships
- Ability to persuade and influence without direct authority
- Proven success at both high-level strategy development and follow-through on tactical details
- Exceptional personal accountability and integrity
- Thrives in fast-paced, entrepreneurial environment
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Operations Client Relationship Manager Resume Examples & Samples
- The Operations Client Relationship Management team utilize their cross product market information, in-depth knowledge of Deutsche Bank’s infrastructure / contact model and comprehensive knowledge of the client’s business to proactively manage the client’s needs and partner with them to create operational efficiencies
- OCRM act as senior escalation point cross product from an issue management perspective to drive resolution
- Collaborate with Product Areas and Clients in identifying Change requirements for Business re-engineering
- MIS Reporting and Analysis
- Monitor internal metrics and performance against both internal targets and market wide standards
- Facilitate across DB operations and client operations to resolve client issues
- Escalate where appropriate and have the capability to prioritise across DB support functions
- Problem solving and decision making
- Identify problems and their root cause and work with relevant team or influence clients to improve performance
- Analyse situations and identify which may need ‘upward escalation’
- Consult others for help when unclear about way forward
- Prioritise problems/issues for resolution
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Client Relationship Manager Resume Examples & Samples
- Leads appropriate resources to address the client's risk/capital management needs
- Secures existing business and drives the sale of additional services and coverage levels
- Has retention goals
- Bachelor's degree and 5 or more years client coordination and/or claims management experience
- FINRA Licensed - Series 6 or 7
- Able and willing to travel approximately 25% of the time
- FINRA License - Series 65
- Professional designation may be preferred
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Client Relationship Manager Resume Examples & Samples
- The Client Relationship Manager serves as client advocate and ADP contact for the client's decision makers and senior executives
- Acts as the face to the client, representing ADP and the service team
- Builds and strengthens client relationships both at the operational and executive levels by understanding the client's business goals and determining how ADP services/products align
- Engages with client and Implementation organization during the Implementation phase to gather and learn the client's Critical Business Issues
- The primary focus for the Client Relationship Manager is on total client satisfaction
- Ensures that the client has a unified service model
- Maintains comprehensive and timely records on service activities
- Adheres to standard ADP tools and processes for recording and responding to service activities
- Proactively monitors client satisfaction with regular on-site visits, executive level meetings, regular conference calls, year-end and open enrollment prep reviews, business process reviews, etc
- Communicates regularly with client to evaluate service satisfaction and to interface on day-to-day service delivery questions
- Receives all critical incident reports from client
- Proactively manage, mitigate, and escalate risks and provides status reporting to client as appropriate
- Coordinates and aligns knowledgeable, engaged, client-focused account support teams committed to providing stellar service and overall client satisfaction in a matrixed-management structure
- Key liaison with all ADP entities to proactively communicate and monitor implementation, service and product issues for the client
- Builds "one client team" with team and partners. Provides continual internal communications to enhance the organization's effectiveness in dealing with critical client issues
- Develops strong internal relationships across all lines of ADP service to drive action and accountability from internal partners for items such as open item/project updates, meeting deliverables/due dates as well as facilitate effective meetings and seamless communication
- Ensures delivery of optimal service, client satisfaction, retention, and profitability
- With leadership, the Client Relationship Manager addresses account team resource needs and capability gaps
- Provides feedback to the client service managers on consultant performance
- Supports large clients with complex multi-line product solutions and organizational structures
- Leads proactive partnering/consulting with the client based on client key business issues and analysis of client data
- Conducts needs and trend analysis by interpreting account operations data, evaluating business processes, and analyzing key performance indicators to gauge impact on client satisfaction and determine necessary components to establish results focused account plans
- Provides program management governance for projects, open item deliverables, change management initiatives, and action plan work efforts to achieve expected outcomes and attain strategic objectives
- Initiates change management through key business partners in partnership with client leadership
- Build HCM knowledge through ongoing internal and external learning opportunities
- Minimum of 3 years of direct related experience in client relationship management/ownership
- Bachelor's degree or its equivalent in education and experience
- Strong client relationship and interpersonal skills
- Proven ability to lead conversations with executive-level client contacts
- Proven ability to manage service recovery as needed
- An understanding of ADP's infrastructure, products and services
- Background in Human Resource Management
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Client Relationship Manager Resume Examples & Samples
- Minimum of 7 years of professional experience (required)
- B2B client relationship management or business consulting experience (preferred)
- Prior experience working in a small and growing company, with a preference for this environment (preferred)
- Our Interview Process
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Client Relationship Manager Resume Examples & Samples
- Ability to form strong partnerships with client contacts at multiple levels
- High comfort in collaborating with experienced and talented sales, facilitators and associate partners and executive coaches to generate new and additional business with prospects and clients
- Most critically, the ability to ensure our clients achieve their strategic objectives
- Experience with designing, implementing, and continually improving leadership development projects for large organizations, particularly for experienced managers and senior levels in organizations
- Knowledge of culture change, leadership development, high performing team effectiveness, coaching, employee engagement, performance management and career development
- Deep and broad knowledge of the leadership development and employee engagement space
- Management of projects and collaboration with facilitators, consultants, executive coaches, account managers and clients to identify needs and co-propose solutions
- Skills and knowledge associated with the design of instructor-led and blended (combination of in-class and virtual) solutions absolutely critical
- Strong emphasis on questioning and listening skills, and, exemplary writing skills and communication
- Development of measurement strategies to assess effectiveness of learning interventions
- Working closely with clients, account managers, client support, marketing, and other consultants to design and craft high impact proposals and memorable learning solutions
- Collaborating with internal and external resources to ensure quality deliverables that measure and evaluate behavioral and business impact
- Partnering with others to uncover new opportunities in existing accounts
- Being detail oriented
- Comfortable working with technology, for example, WebEx, SharePoint, website content editor
- Having the ability to manage multiple complex projects simultaneously
- Design and development skills and expertise are essential and core to this position’s success. Also required is commitment to and early mastery of all BlessingWhite content so that solutions can include, when applicable, the experiences we have brought to the marketplace
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Client Relationship Manager Resume Examples & Samples
- Regarded as a Subject Matter Expert within business unit and shares knowledge
- Make recommendations on internal department procedures
- Recognize business opportunities for our clients and for CBIZ
- Assume significant client responsibility as client’s trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
- Manage staff on engagement deliverables
- Complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
- Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
- Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
- Understand client’s Qualified Plan needs as applicable
- Supervise, train and mentor staff; listen and communicate effectively
- Work to develop responsible, trained staff by conducting performance feedback and evaluations
- Drive a team environment; demonstrate support of management decisions and builds a positive culture
- Additional responsibilities as assigned
- 8 years of experience in related field
- 5 years supervisory experience
- Must have related professional designations
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
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Client Relationship Manager Resume Examples & Samples
- The Client Account Manager serves as client advocate and ADP contact for the client's decision makers and senior executives. Acts seamlessly as SPOC to the client, representing ADP and the service team. Builds and strengthens client relationships by understanding both the client's and ADP's business goal, by conduct regular Service Reviews on operational service delivery, and ADP updates on products and services. Engages with client and Implementation organization during the Implementation phase to gather and learn the client's Critical Business Issues
- The Client Account Manager will monitor and manage the client relationship and ensure satisfaction at global and, when relevant, at regional level. Creates, maintain and manage the action log to improve the client experience, ensuring that the client has a unified service model. Maintains comprehensive and timely records on service activities. Adheres to standard ADP tools and processes for recording and responding to service activities
- Proactively monitors client satisfaction with ad-hoc on-site visits, executive level meetings, and regular conference calls. Collaborates with Client Service teams during year-end and open enrollment prep reviews, business process reviews, etc. Communicates regularly with client to evaluate service satisfaction and to interface on day-to-day service delivery questions. Act as primary point for client escalation through resolution/tracking
- Coordinates and aligns knowledgeable, engaged, client-focused account support teams committed to providing stellar service and overall client satisfaction in a matrixed-management structure. Key liaison with all ADP entities to proactively communicate and monitor implementation, service and product issues for the client. Builds "one client team" with team and partners. Provides continual internal communications to enhance the organization's effectiveness in dealing with critical client issues. Develops strong internal relationships across all lines of ADP service to drive action and accountability from internal partners for items such as open item/project updates, meeting deliverables/due dates as well as facilitate effective meetings and seamless communication
- Upselling, cross-selling, by identifying new sales opportunities within existing accounts in coordination with the sales team
- Provides program management governance for projects, open item deliverables, change management initiatives, and action plan work efforts to achieve expected outcomes and attain strategic objectives. Initiates change management through key business partners in partnership with client leadership
- Bachelor's Degree in Business, Human Resources, Marketing, Finance
- PHR, CPP, HCS
- Industry Knowledge
- Project Management /Facilitation skills
- Creativity/Innovation
- Leadership Skills
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Client Relationship Manager Resume Examples & Samples
- The Client Relationship Manager (CRM) is directly responsible for helping bswift meet and exceed client expectations by supporting consumers on our best-in-class HR software and services. The Client Relationship Manager (CRM) will manage the strategic relationships for direct, large-market clients. This individual will
- O Creating Benefits Class Matrix, Requirements, Rates, Permissions, Field Options, Site Text and Implementation Questions Log with client (including client sign-off)
- 7+ years of benefits administration account management/direct client services experience (within mid or large market) preferred
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Client Relationship Manager Resume Examples & Samples
- Partner with assigned lines of business in Asia-Pacific to understand their business drivers, strategic plans, and real estate needs
- Facilitate and develop real estate portfolio planning initiatives to meet business objectives
- Assess and execute real estate transaction opportunities in coordination NCR’s global service partner
- Pro-actively partner with clients to optimize real estate expenses and execute projects in a cost-effective and innovative manner
- Analyze complex real estate data, develop financial analyses, and present business cases
- Monitor project delivery by assessing real-time performance data
- Communicate CRE value in order to sustain meaningful participation in line of business strategy
- Achieve continuous improvement in the quality and effectiveness of the services delivered
- Excellent commercial real estate knowledge and interpersonal skills are a must; Strong influence management and relationship building skills; Client focused with strong business acumen; Self-starter with the ability to work under pressure independently and as part of a team
- Education, Licensure, Experience Bachelor’s degree with at least 8 years related experience in a real estate planning/portfolio management role in a large corporate environment; Experience in a client relationship management, consulting, or customer-facing role highly desirable
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Client Relationship Manager Resume Examples & Samples
- Collaboration with client relationship managers and other members of the team to deliver high quality service
- Partnering with new business producers and other members of the team to provide high quality service to our clients by effective, efficient and proactive account management on a daily basis
- Providing superior technical and employee benefit consulting services in the international space
- Negotiating with Insurance providers to improve services and terms to the benefit of our clients
- 2+ years Employee Benefits industry experience, in an Account Executive capacity; the relevant background should include company paid individual and SME schemes
- Experience in both medical and risk desirable
- Comprehensive and up-to-date technical knowledge and practical experience in the areas of Employee Benefits, FCA requirements and provider electronic offerings etc
- Demonstrable evidence in your work history of excellent client service provision as well as an understanding of Employee Benefits
- Self-motivated with the ability to work effectively as part of a team or on individually-assigned tasks in a fast-paced, dynamic environment where superior time-management and prioritisation skills are essential
- Excellent verbal & written communication skills & the ability to think laterally
- Computer literacy (Word, Excel, Powerpoint, etc)
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Client Relationship Manager Resume Examples & Samples
- A good work ethic and desire to interact and genuinely want to help people is required
- Strong time management, excellent interpersonal and organization skills
- Excellent influencing, client engagement and communication skills
- Strong affinity to work with numbers, record keeping skills and operating in a fast-paced environment juggling multiple projects at once
- Ability to travel within the local region 3-5 days a month
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Senior Client Relationship Manager Resume Examples & Samples
- Fluency in English and Flemish
- Demonstrated excellence (e.g., top 10% performer) in the current role
- Comfortable with being accountable for specific service level delivery (e.g., quarterly interaction with clients)
- Ability to prioritize and handle multiple requests concurrently; Ability to problem solve and bring timely resolution to issues
- Knowledge and understanding of major technology areas
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Client Relationship Manager Resume Examples & Samples
- Understanding client’s objectives and set vendor evaluation criteria
- Prepare specifications, provide analysis of vendor proposals, make recommendations
- Negotiate service / product terms, conditions, and cost
- Agree and sign a service level agreement between insurer , third party and client
- Design and develop simple, user-friendly materials that are designed to support employees understanding of the program including conducting of communication sessions
- Establishes vendor relationships with appropriate contacts and to service clients in a professional and timely manner
- Generates expansion sales through existing clients and supports our sales professional’s efforts with prospects including upselling/ cross-selling of new and additional products and services
- Keeping clients informed of industry and regulatory changes and developments
- Benefits benchmarking and in gathering of health benefits data for comparison on other companies based on industry or geographies
- Assists in Open enrolment exercise and in developing employees’ communication for clients’ open enrolment process
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Client Relationship Manager Resume Examples & Samples
- After-market client service and support for assigned distribution channels and clients within the channels
- Relationship management and cultivation to differentiate the client experience for internal and external constituents
- Assist the Relationship Managers with the cross-sales process which includes but is not limited to the RFP lifecycle, facilitation of presentation materials, and proactively sourcing opportunities
- Maintain on-going dialogue and high level of engagement with Account Managers, as well as our clients to build long term relationships and understand their needs
- Partner with multiple internal departments to champion and coordinate client and regulatory reporting and deliverables. This will require someone with the ability to understand all aspects of our client’s account from an operational, legal, compliance and any subadvisory, mutual fund and variable annuity product related issues
- Lead initiatives and activities on behalf of the Distribution teams
- Prepare monthly, quarterly, and annual materials for client reporting, due diligence, and ad-hoc client requests in a extensively detailed and thorough manner
- Lead preparation, execution and debrief activities for client conference calls and on-site visits for investment or compliance due diligence reviews hosted by Account Managers
- Coordinate and direct activities of Account Managers ensuring they are briefed on all client issues prior to any meetings
- Partner with the rest of the Client Service team to proactively think of ways that we as a team can enhance the overall client experience, increase efficiencies and provide best in class client service
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Client Relationship Manager Resume Examples & Samples
- Issue regular reports on program performance
- Coordinate work of various functional groups such as Operations, IT, Quality, and Billing
- Identify areas of non-conformance and develop remedial plans
- Resolve customer issues in a timely manner via a customer-defined escalation process and coordination of internal resources
- Conduct regular meetings with Operations/Business managers to ensure customer needs and timelines are achieved
- Flexibility to travel is required
- Proficiency in MSOffice (Word, Excel, Power Point, Access and Project), report preparation and data analysis
- Ability to interpret and comprehend contract language is a plus
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Client Relationship Manager Resume Examples & Samples
- Track record of maintaining customer accounts through exceptional service
- Strong interpersonal communications skills and flexibility to appropriately influence others from an internal and external perspective
- Strong ability to identify customer needs and ability to provide proper decision making for utilizing internal business capabilities to solve the client’s needs
- Self-motivated, and adept at developing internal and external (both partner and distributor) relationships
- Strong customer service focus, work ethic, and attention to detail are critical to success in this position
- Previous experience with HSA, FSA, and HRA administration
- Demonstrated aptitude for superior interpersonal, communication, professional teaming, organizational, and technology skills
- Exceptional ability to build trust and rapport with clients and fully meet their needs within a specified SLA
- Strong ability to maintain a high level of accuracy and proficiency in all aspects of account maintenance
- Highly motivated with the ability to work as a team player and also as an individual contributor
- Able to acquire the expertise, knowledge and information to effectively solve customer’s issues
- Previous experience working in medical banking institution is an asset
- Outstanding phone skills
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Client Relationship Manager Resume Examples & Samples
- Develop pricing strategies for new sales to Clients and re-bids
- Conduct regular profitability reviews
- Conduct fee negotiation
- Exploit cross selling opportunities
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Client Relationship Manager Resume Examples & Samples
- Understand and anticipate the needs of the Directors of Business Development, and provide timely and appropriate support to assist them in developing key relationships with retail, home office and quasi institutional clients in order to deliver against departmental and organizational objectives
- 3-5 years of Financial services or related experience
- Ability to build relationships over the phone
- Fluent (verbal/written) Spanish, Portuguese, and English required
