Client Relationship Resume Samples

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M Heaney

Magnolia

Heaney

456 Cronin Via

Philadelphia

+1 (555) 178 9110

456 Cronin Via

Philadelphia

Phone

p +1 (555) 178 9110

Experience Experience

Houston, TX

Client Relationship Representative

Houston, TX

Kemmer and Sons

Houston, TX

Client Relationship Representative

Adding new clients to the Firm's database and creating and chaperoning the process for new client trading accounts
Responsible for handling all incoming calls and providing excellent client service
Responsible for tracking, reporting and developing solutions to achieve optimal results
Engaging with extended teams in responding to RFPs (Request for Proposals), product transition plans, and resource planning
Ad hoc projects relating to data cleansing and risk management
Client service – responding to internal and external clients questions and resolving any issues
Auditing and reporting on the database entries

San Francisco, CA

Client Relationship Administrator

San Francisco, CA

Smith-Swaniawski

San Francisco, CA

Client Relationship Administrator

Reviewing and challenging processes to create efficiencies and improve turnaround keeping Zurich and the end customer in mind
Provides timely and accurate updates to clients regarding inquiries, issue resolution and statuses of work in progress
Assigns/tracks team tasks and workflows to ensure completeness
Manages client information
Assists with time and expense reports
Assists advisory team in preparation for client and prospect meetings
Manages Service Level Agreements and contractual obligations

present

Dallas, TX

Director, Sales & Client Relationship

Dallas, TX

Miller, Conroy and Fay

present

Dallas, TX

Director, Sales & Client Relationship

present

Develop tactical strategies for the market area to support the overall Automotive Finance strategy and business plan and the achievement of the business objectives by
Reviewing input from a variety of sources including the field, business partners, customers, centres of influence, competitive intelligence
Conceptualizing and formulating objectives and tactical strategies by market area
Anticipating and forward planning for potential risks and opportunities
Implementation and communication of tactical strategies and initiatives to achieve business objectives
Lead the implementation of the tactical strategies and initiatives for the Dealer Finance Centre market area by
Obtaining agreement from the direct reports and DFC management partners to ensure successful implementation/ achievement of business objectives

Education Education

Bachelor’s Degree in Business Administration

Portland State University

Bachelor’s Degree in Business Administration

Skills Skills

Ability to be a proactive self-starter, who understands the details within a much larger context and demonstrates good judgment
Excellent attention to detail and proofreading skills
Displays strong leadership qualities, decision making abilities and strong business judgment
Displays strong leadership qualities, decision making abilities, and strong business judgment
Demonstrates the ability to lead by example and motivate professional level staff
Proven knowledge to represent the enterprise's entire range of products to the client and of the industry
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
Excellent negotiation and presentation skills that ensure contract renewals, a track record of product and revenue growth, and high levels of customer satisfaction
Broad understanding of the financial and strategic aspects of the business, and participates in and/or establishes initiatives that contribute to the overall success of the enterprise; may also participate in initiatives that contribute to the overall success of the client's business
Possesses strong personnel management skills

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Client Relationship Review Supervision Principal Resume Examples & Samples

Perform regulatory mandated supervision of new accounts submitted by Advisory Financial Advisors
Working closely with field management and FAs by establishing and maintaining positive working relationships to ensure business is conducted within guidelines set by the Firm and industry regulations
Communicating effectively (both written and oral) with field management and FAs using clear, concise, and understandable language
Producing regular commentary on items of concern, ongoing issues, and recurring patterns at a client, FA, or complex level
Proactively anticipating and identifying concerns/issues as part of one’s daily responsibilities
Demonstrating sound and consistent supervisory judgment based on thorough and systematic review of information available
Maintaining positive outlook, receptivity to constructive feedback, and flexibility to accommodate changing processes, policies, and regulations
Must have Series 7 in order to be considered for the role
Series 8 or 9/10, 63 and 65 or 66 – if not already licensed, must be obtained within an acceptable timeframe (will be specified at time of offer)
Detail oriented and excellent organizational skills
Branch office and New Accounts experience or exposure would be helpful
Working knowledge of regulatory policies and specifically ML policies/procedures would be helpful

Client Relationship & Account Management Team Leader Resume Examples & Samples

Minimum 2-5 years in a Team Leader or equal level management role
Proven management of production service teams, leadership strategically focused, delegation, supervision and associated human resource skills
Excellent written/oral communication skills
Excellent presentation skills including written, graphic and verbal
Good time and task management - as an individual and for the team
Ability to engage with people in a professional environment
Experience using Microsoft desktop tools such as Excel, PowerPoint, Word, Visio, Project, Access
Fluency in Mandarin or Japanese language(s) beneficial

Client Relationship Representative Resume Examples & Samples

Identifying and collecting necessary due diligence documentation for clients to trade derivatives and other financial products (e.g. tax forms, constitutionals, contact details, etc.)
Adding new clients to the Firm's database and creating and chaperoning the process for new client trading accounts
Facilitation of account closures
Updating and maintaining the database with the status of negotiation process
Management of Hong Kong registration process
Auditing and reporting on the database entries
Client service – responding to internal and external clients questions and resolving any issues
Liaising with other internal teams to resolve client issues and facilitate a good client experience
Ad hoc projects relating to data cleansing and risk management
IT development – assisting with testing and user requirements; and
Organized, detail-oriented, pro-active and self-sufficient
At least Bachelor degree in Law or Economics
Able to multi-task, yet paying strong attention to detail
Solution-orientated mindset
Solid quantitative & analytical skills and strong interest in business, economics and law. Acquired either by experience or academic training
Fluent or at least advanced English
Interest in technology; systems development and process improvement
Client Service experience is an advantage

Client Relationship Supervisor Resume Examples & Samples

Performs daily, monthly and annual compliance reviews indicated on the Branch Office Manager’s Letter of Delegation, and may act as a backup to Branch Manager in accordance with letter of delegation
May review a high volume of incoming and outgoing branch e-mails to ensure that they are complying with policies and compliance regulations
Responsible for interviewing and onboarding new associates
Coordinates/arranges training for all branch support associates (CRAs, Receptionists, etc.) to ensure their work is linked to branch business needs
Responsible for, in partnership with the Branch Manager and Financial Advisors, ongoing branch support associate development through Baird’s annual performance management process. Facilitates setting associate goals and reviewing with associates at mid and year end to establish proper career development. In addition, ensuring alignment of goals with branch and FA business plans
Ensures branch support associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately
Manages and evaluates the work of the branch administrative staff and periodically reviews work, ensuring quantity and quality are acceptable and that deadlines are met. Checks adherence to procedures/instructions
Plans monthly staff meetings, completes performance reviews, timecard approval, schedules, etc
Coordinates branch/department meetings and luncheons including annual branch outings and special recognition of associates
May perform the duties of a Registered Client Relationship Associate, providing direct support to the Branch Manager and/or Financial Advisors of the branch
May be responsible for P&L oversight as well as assisting with office space and equipment planning
May provide coverage for other branch support associates as needed
Performs any other duties and special projects as necessary
Five to seven years with a minimum of three years as a Registered CRA. Supervisory experience preferred
Must be series 7, 63/65 or 66 and 9/10 licensed. Superior understanding of branch office functions and services/securities industry background
Strong organizational skills -- ability to prioritize and delegate branch’s daily workflow to effectively organize tasks/people in order to achieve specific goals
Proficiency and experience with Microsoft Office (Word, Excel, PowerPoint) and all PWM productivity tools and technology
Strong social, written and verbal communications skills are a must and ability to effectively relate to others
Superior analytical skills with a focus on details

Client Relationship Representative Resume Examples & Samples

Provide sales support to the Corporate Banking Sales Team and their customers, allowing Relationship Managers (RM’s) to focus their time on sales and portfolio management activities
Perform sales support activities include, but not limited to: coordinating the loan fulfillment process for the RM’s, providing local customer service and support, and other administrative and reporting functions as needed
Acts as a coordinator for the RM and clients, utilizing other areas of the bank (i.e. Treasury Management, Credit etc…) as appropriate to ensure that servicing and support expectations are met
Assist the RM and Credit officers with the loan documentation process. (This process may include service as the market liaison between RM's, Credit, Lending Services, Legal, and third party vendors such as title companies.)
Position requires understanding of credit approvals, legal documentation, and the ability to coordinate the documentation for loan closings
Minimum six to eight years related experience in corporate banking sales support preferred
Must have experience in a customer contact environment with responsibility for the resolution of customer concerns
Proficient in bank systems utilized for customer support (i.e. deposit systems, loan systems etc.) required
Thorough knowledge of the bank policies, products and services required

Investment Consultant Client Relationship Team Merrill Edge Sales Start Date Resume Examples & Samples

Articulate the competitive advantage of product offerings and deliver Merrill Edge value proposition through consultative conversations
Identify referral opportunities for various internal partners
Responsible for having a broad knowledge of products and services throughout the enterprise and educating clients on Merrill Edge's capabilities
Align with client's conversation style to drive better engagement and optimal experience
Series 7 required. Series 66 or 63/65 strongly preferred. If Series 66 or 63/65 is not currently held, Series 66 must be obtained within 90 days
Detail oriented with excellent follow-up skills

Client Relationship Representative Resume Examples & Samples

Complete Sales Support Operations
Ensure maximum sales face time to sellers, ensure credit approvals, pricing, AR approvals come on time, Issuing VAL to Vendors, talking to them and ensuring that the invoices are release on time and reaches IGF, sending the data to KL COE (Kuala Lumpur Center of Excellence)
Ensuring that the supplement is released on time, to share supplement with the field, following for customer signature, ensure that the KL COE books it on time
At least 5 years experience in Microsofl Excel

Client Relationship & Onboarding Specialist Resume Examples & Samples

Provide accurate, organized and efficient marketing, administrative and client service & relationship support
Develop and maintain rapport with high net worth individuals, and provide an optimal level of service with every client interaction
Prepare the team for client meetings, which could include doing wealth plans, proposals, presentations and preparing other client documents, such as account applications; you may also participate in these client meetings
Manage client base for long term profitability, understand the needs of clients and deliver products and services which fit their needs
Maintain current knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements and the TD Codes of Conduct & Ethics,
Process client applications and transfers in a timely manner; maintain complete client files and ensure documentation is in good order
Ensure satisfactory resolution of client enquiries and take ownership of coordinating responses with other branches/departments as necessary
Participate fully as a member of the team and contribute to a positive work environment, while also being able to work productively on an individual basis; ensure regular communication with the team
Develop and maintain processes and procedures to ensure efficient and effective operations
Participate in planning and development of business and marketing strategies

Client Relationship Sales Consultant Resume Examples & Samples

Develop business partner relationships and maintain a high level of integrity and comply with the Guidelines for Business conduct as stated by Merrill Edge Enterprise Role Overview
Two years sales experience
Problem solving skills and the ability to clearly articulate responses and solutions
Strong investment product and industry knowledge

Bilingual Client Relationship Representative Resume Examples & Samples

Ensure all information requested by the investors / sales representative is forwarded on a timely basis
Responsible for tracking, reporting and developing solutions to achieve optimal results
6 months to 2 years financial services experience, an asset

Client Relationship & Service Manager Resume Examples & Samples

Coordinate and work with operational functions to provide account service to existing clients including regular reporting and billing and new client on-boarding
Handle client queries on strategy and account related queries/issues i.e. After-sales-service support
Maintain a complete and up-to-date client profile and document client relationship on an ongoing basis. Conduct due diligence exercise on new and existing clients
Coordinate client events such as client training, conference and visit
Prepare and update pitch books and presentation material
Work with RFP team to complete RFP/RFIs
Assist in cross-selling UBS strategies / products to existing clients
Provide support and back up to institutional sales
Good understanding of investment products and process
At least 5 years experiences in Asset management, first-hand, practical experience in serving institutional clients preferred
Team Player with strong interpersonal as well as verbal and written communication skills
Self-motivated, flexible and positive
Preferred degree in Business/ Economics/ Finance
Excellent command of English and Mandarin, Cantonese is a plus

Client Relationship & Wealth Specialist Resume Examples & Samples

Ability to have engaging conversations with existing and potential clients
Extraordinary organizational skills & the ability to manage multiple tasks at once
Superb communication skills (written, verbal)
Strong in MS Office
Ability to prioritize projects and receive direction from multiple individuals
Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)
Ability to network

Director & Group Lead Client Relationship Group Resume Examples & Samples

Develops and leads the implementation of tactical plans to support the overall strategy for the commercial area and the achievement of the business objectives
Ensures the customer portfolio assigned to the Team receives ongoing attention to maintain, improve and retain relationships
In partnership with the Director & Group Lead, Credit Solutions, contributes to the maintenance of an acceptable quality Commercial credit portfolio and client base, within established parameters for underwriting in the Mid-Market Segment
Maintains a high market profile within the assigned market area with both internal and external contacts
Leads and manages direct reports as well as establishes and monitors goals for them
Expert knowledge of people, sales management and coaching techniques
Expert relationship building skills and strong sales/closing capabilities
Expert knowledge of Commercial Banking products and services, including systems, routines and operating procedures
Expert knowledge of interviewing, solicitation and business development techniques
Thorough knowledge of all commercial management platforms
Thorough knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model
Thorough knowledge of competitor offerings and alternative sources of financing
Credit skills and a working knowledge of financial analysis, risk analysis techniques and credit adjudication
Strong personal computer skills and familiarity with word processing, spreadsheet software and planning tools are necessary as the incumbent uses a PC for a variety of communication, sales management and general information activities including preparing documents, monitoring results and responding to enquiries.points for bullets between these two commands for each heading

Senior Client Relationship Mgr-correspondent Lending Resume Examples & Samples

Recruit, hire and train Client Relationship Management team. Provide regular performance reviews
Design and build the process flows and tools to support work within the Relationship Management team. Examples of tools include templates for business plans, reports to track performance goals and the electronic call report to memorialize Client calls and visits
Standing, non-voting member of Initial Client Review Committee
Standing, voting member of Periodic Client Review Committee
With BMC Executive Committee, create short term and long term business and market share strategic plans. Set short term and long term volume and profit goals. Push down individual goals for each Region and Relationship Manager
Owns strategy for Client acquisition which controls the selection, priortization and recruitment of prospective Clients (Prospects), including regional banks, credit unions, independent mortgage companies and other institutions that sell into the forward residential mortgage market
Owns strategy for market share growth; Responsible for the marketing / collateral items which presents capabilities to the market. Works with each Relationship Manager to build strategic Client level business plans to meet volume and profitability goals. Business plans must align interests of Conduit and Client
Manage and track the performance of each Relationship Manager and the team against volume and profitability goals. Provide support and/or counseling to Relationship Managers as needed
Seek out and work with other business groups within Bank of the West to identify opportunities to cross sell products and services and/or share Clients
As producing Relationship Manager, priortize recruitment of Prospects; conduct on-site visits to screen Prospects and asses strategic fit; Present viable Prospects with Client application. Support Prospect and Client Admin. throughout the application and approval process
Build out Client level business plans to meet volume and profitability goals. Business plans must align interests of the Conduit and Client
Performs classic Relationship Management functions to nurture and grow long term and mutually beneficial relationships with Clients
Routinely provide competitive intelligence on market trends, products and pricing to Business Intel group within Conduit
Provide regular feedback loop to assess Client satisfaction with every Client touch point, including, but not limited to, products, pricing, team members, communications, technology and services
At least one time per quarter, present and discuss Client preformance reports with Clients. Highlight relationship and service milestones. Present strategic opportunities with Client and/or any required performance improvement plans
Maintain Client Call Reports
Assist with resolution of aged risk issues including outstanding rep and warrant demands and other account receivables
Attend trade shows to build brand awareness and relationships
20 Years of functional/professional experience
10 Years of supervisory or managerial experience
Excellent problem solving and decision making abilities
Excellent negotiation and objection management skills
Advanced knowledge in all areas of mortgage banking and correspondent lending
Advanced knowledge of residential mortgage pricing, products and guidelines
Advanced knowledge and experience in budget management
Exceptional interpersonal skills with a high ability to influence others; high level of energy and drive
Advanced management skills and experience

Cees-client Relationship Administrator Resume Examples & Samples

Assist with the preparation and monitoring of timetables for key client events e.g. annual contributions / vesting of awards and adhoc vestings
Assisting with the maintenance of a programme of regular client / intermediary visits
High level of accuracy and attention to detail
Professional telephone manner and business writing skills
Flexibility to have several tasks open and be multi-task orientated

Client Relationship Administrator Resume Examples & Samples

Serves as a point of contact for clients, including: screening phone calls, ensuring client messages are communicated to the appropriate Advisors and client service professionals, and following up with clients, when appropriate
Formats and types a variety of correspondence
Screens, prioritizes, and distributes mail
Schedules appointments using Outlook, reserve resources for meetings (AV equipment, conference rooms, etc.)
Reviews calendars and anticipates logistical opportunities or future needs
Assists with time and expense reports
Coordinates arrangements for conferences, travel, and special events
Manages client information
High School Diploma/GED required; Bachelor's degree preferred
Minimum of 3 years of relevant experience; preferably in a financial or legal industry
Ability to work effectively with multiple supervisors and manage multiple priorities and projects in a fast-paced, changing environment
Advanced skills with Microsoft Office
Flexibility with overtime to meet deadlines
Team player, collaborative, able to work with and through others

Client Relationship Mgr Resume Examples & Samples

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)
Provide training on TEB products and enrollment options
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 onsite as necessary
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 or premium discrepancies
Utilize CRM (Client Relationship Manager) software and other reporting mechanisms to keep track of weekly calls, sales and production
Initiate employer set up on EIS (Employer Information System) to generate ER number; handing over completed Case documentation to Implementation Specialists for specific product and electronic builds
Maintain established department service standards as well as maintains confidentiality of information as appropriate
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. Other duties as assigned based on divisional needs
Excellent attention to detail, project management and organizational skills required
2+ years’ insurance experience in enrollment or sales and marketing role preferred
Arkansas Life and Health License highly preferred
Worksite Marketing and Products knowledge preferred

Private Client Relationship Administrator Resume Examples & Samples

Responsible for all aspects of administration and client service for high net worth families and family offices
Effective communication with both internal and external contacts including prospects and clients
Understanding of trusts, foundations and LLC structures
Organize and manage meetings from start to finish
Establish effective working relationships with colleagues and external contacts
Account maintenance (opening new accounts, managing transactions, address changes, etc.)
Proactive resolution of client inquiries – direct client contact
Handling/supervision of cash processing for assigned accounts
Collaborate with outside advisors concerning client’s personal, trust and other entities tax information
Prepare letters and other client communications
Complete customized analyses and spreadsheets for specific projects
Process customized client reporting
Strong understanding of competitor and industry products and services
Successfully cultivate strong relationships with functional groups across the firm

Client Relationship Representative Resume Examples & Samples

Willingness and ability to provide quality service to the Firm's clients, promote and enhance Morgan Stanley franchise
Skills Desired
Advanced Microsoft Office abilities (‘Power User’)
Client Service experience
At least Bachelors (in Law or Economics)
Working Hours
Staggered working hours (09:00 – 18:00 CET, 13:00 – 22:00 CET) on weekly rotation to cover UK and US

Client Relationship Investment Consultant Resume Examples & Samples

Series 7 required
Series 66 or 63/65 strongly preferred. If Series 66 is not currently held, must be obtained within 90 days
Strong analytical, technical skills and organizational skills
Detailed oriented with excellent follow-up skills

Director Client Relationship Resume Examples & Samples

Outstanding sales/closing skills
Exceptional portfolio management skills, including proven ability to execute sales activities and manage sales pipeline
Excellent ability to establish and maintain a referral network to generate closed referrals
Outstanding negotiation skills
Excellent relationship building and teamwork skills
5+ years of commercial banking experience
MBA, professional designation (e.g. CA, CMA, CFA) or a post-graduate degree with a focus in business, economics, mathematics or other quantitative field is an asset

Private Client Relationship Administrator Resume Examples & Samples

Responsible for all aspects of administration and client service for high net worth families including foundation administration
Account maintenance (opening new accounts, address changes, etc.)
Collaborate with outside advisors concerning client’s personal tax information
Prepare letters/spreadsheets
Illustrates tact, discretion, and good judgment in handling sensitive and confidential information
Self-motivated with strong work ethic

Cees, Trust & Client Relationship Supervisor Resume Examples & Samples

Liaising with intermediaries to ensure transactions are concluded with appropriate paperwork in place
Updating fee proposals for existing clients / Participants
Assisting with client / member communications

Trust & Client Relationship Resume Examples & Samples

Act as first point of contact for corporate clients
Act as escalation for team members
Act as mentor to team members ensuring training plans are implemented
Undertake people management responsibilities for all direct reports
Preparation and monitoring of timetables for key client events e.g. annual contributions
Receiving correspondence and ensuring action is taken in accordance with timetable
Attending client meetings where appropriate
Project manage implementations
Assisting with client / member communications and presentations in relation to key events
Monitoring the portfolio’s debtor and WIP position
Continually improve and update procedures to ensure work processes are aligned with the ISO 9001 accreditation environment
Actively Build and maintain relationships with internal partners to provide a seamless service
Take part in ad-hoc inter-divisional projects

Head of Client Relationship & Account Management Resume Examples & Samples

Experience in Financial Service Industry in a customer facing role
Managing large budget revenues
Contract negotiation and consultancy skills
Able to build effective and trusting relationships at a senior level
Able to identify and develop business opportunities to increase revenue
Experience in managing multi-million pound accounts
Held management responsibility for territorial Client Management & Sales Management teams
Result oriented and customer focused
Works collaboratively to achieve results
Mature, non-confrontational style
Able to work to tight deadlines
Manage customer expectations through applying banking experience
Able to present with confidence using industry knowledge and experience
Understand technical requirements of Fiserv Products
Positive communication & inter-personal skills
Motivated by providing excellent client satisfaction
MBA or similar business qualification is desirable but not essential
At least 7 years sales/client management experience in comparable industries, with 4 years in a management position
Fluent spoken and written English and a second language desirable

Client Relationship Administrator Resume Examples & Samples

Prepares and reviews client reports
Submits and tracks necessary paperwork
Regularly updates CRM
Maintains client files and compliance records
Facilitates general client service requests
Assigns/tracks team tasks and workflows to ensure completeness
Assists advisory team in preparation for client and prospect meetings

Client Relationship Mgr SE Region Resume Examples & Samples

Facilitate the contract and licensing process for new agents
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
Worksite Marketing and Products knowledge
Demonstrated outstanding customer service skills
Excellent attention to detail, project management and organizational skills
Strong working knowledge of Microsoft Office including Word, Excel, PowerPoint and ability to learn additional software applications as needed

Retirement Client Relationship Manager Resume Examples & Samples

Acts as escalation point for resolution of non-routine issues related to service including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution
Consults with clients and brokers on qualified plan design issues. Interprets and explains plan provisions to accomplish clients’ goals. Forwards requests for plan amendments through appropriate channels for processing
Consults with client and advisor on plan enhancements or upgrades including conversion of older investment contracts to newer products. Submits conversion approval requests. Prepares analysis of a client’s current service agreement and investment contract to the provisions under the proposed conversion. Submits a client’s conversion application for processing
Contributes to and participates in departmental and organization-wide projects designed to enhance service, improve internal training, make recommendations for improvements with the intent of increasing client satisfaction and retention

Hris Client Relationship Lead-talent Management Resume Examples & Samples

Triage of tools and information – Research where tools or information questions arise from Talent & Development and determines and communicates resolution . Works directly with the Information Technology group when technical resource research is needed
Information requests – Ensures information needs are met either through defined reports or through detailed analytics
5+ years’ experience in HR Application support across the key areas of talent acquisition, learning, development, performance and succession planning
Strong preference for candidates who have come from an internal HR shared services role or an HR professional services environment with experience across two or more HR functions including HR data management (HRIS), payroll, benefits, compensation, organizational management and recruiting
Ability to independently solve problems and make recommendations to remediate issues
Continuous improvement mindset and a passion for measuring results through data and metrics
Demonstrated team player, leadership and client relationship skills
Experience working across multiple countries
Experience working with payroll teams and solutions, especially ADP

Treasures Private Client Relationship Manager Resume Examples & Samples

Identify client’s needs and grow the business within the specific, assigned geographical area through proactive client acquisition and retention
Introduce client to a wide range of products based on their suitability
Source new and target market clients for the bank
Ensure complete KYC, call reports and documentation for all clients
Work with Team Lead to implement market focus strategy
Comply with bank and regulatory requirements both in Singapore and in the specific geographical area

Premier Private Client Relationship Manager Resume Examples & Samples

Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUMS$1 million & above)
Develop and strengthen their relationships with the Bank in accordance with relevant business goals
Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers
You should have 5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment and has proven track record in sales performance
Recognised university degree and accreditation in CMFAS M1, M5, M6, M6A, M8, M8A, M9, M9A & HI
It is essential that you have the initiative, integrity and ability to work independently and as a team
You have the drive to succeed and is focused and disciplined to achieve the sales quota and revenue

Client Relationship Support Officer Resume Examples & Samples

Master degree in Finance Business Administration or other equivalent area
Previous experience in the banking industry, at least through internships in relevant areas
Interest in Investment Banking and Financial Markets environment with academic knowledge in corporate finance analysis and strategic management
Specific knowledge of the European financial environment (banking regulation, economic trend, markets evolution impact etc) is appreciated
Fluency in German and English (oral and in writing) is essential, French is of advantage
High client and results orientation
Excellent analysis and interpretation skills of data required
Strong follow-up skills with rigor and attention to details
Proactive and enthusiastic in a challenging environment
Eager to learn, have a healthy dose of curiosity and a great attitude
Able to work in a fast paced environment in both a team and autonomously
Ability to manage multiple long and short-term projects across different cultures and countries
Extreme discretion with confidential and sensitive information

Alliance UC Client Relationship Manager Resume Examples & Samples

Conduct partner/client meetings, primarily via conference call, to include implementations, workshops, annual reports, contact plan, problem resolution and cancellations
Receive and respond to client telephone and written requests; act as a liaison between Alliance partner/client and staff in serving the client needs
Assess client needs in order to develop service programs and communications paths between partner/client and internal staff
Review and resolve compliance issues with client and internal staff
Determine opportunities for generating revenue through additional business, profitability improvement or other product lines
Assist Alliance partners with non-client sales calls, when necessary. Sell and/or assist in sales of other products to client base
Additional related projects, as assigned
4+ years of previous Account management experience in a service industry
Bachelors degree is required, preferably in business or related field
Exemplary communication skills (verbal, written and presentation)
Prioritize multiple projects and function to meet deadlines
Performing job independently
Clear, pleasant speaking voice
Well formulated, grammatically correct written correspondence
Ability to listen, comprehend, read, learn and retain state regulations and procedures and to retain departmental procedures
Must have the ability to prioritize multiple work projects and function independently from supervision to meet deadlines
PC literate, knowledge of various software applications, such as Word, Excel, PowerPoint and Sales Logix

Medical Billing Client Relationship Manager Resume Examples & Samples

Business Experience – previous data analysis experience preferred
Proficient use of Word, Excel, PowerPoint and Outlook
Working knowledge of company functions and impact of those functions on clients and the company
Good research and communication skills
Established skills using analytical tools such as Excel
Good understanding of layout and structure of billing platforms and client systems is preferred
Experience with data merge technologies (MS Access, FTP, etc.) is preferred

Senior Client Relationship Representative Resume Examples & Samples

Team collaboration and leadership
Passion for closing win-win business deals using financial creativity, ROI analysis, and value proposition justification
Engage client decision makers to drive alignment and consensus on IBM solutions via social, phone or in person interactions
Identify potential new buyers and solution opportunities within the client organizations using IBM tools and other social business resources
Develop and execute long-term consultative sales strategies to maintain and grow current clients and generate new business opportunities
Negotiate and close deals by understanding, creating, and delivering client value propositions
Provide leadership in client relationship management to ensure solutions meet or exceed customer expectations
Share insights that build and promote the IBM brand using social media; and
Required Education: Bachelor’s degree in Business, Communications, Information Technology, International Relations, or similar disciplines
Preferred Education: Master’s degree in Business, International Relations, or similar disciplines

Client Relationship Representative Resume Examples & Samples

Experience leveraging business acumen for long-lasting client relationships and results
Motivation to accomplish sales and business objectives
Professional verbal and written communication skills
Empathy and skills to achieve high levels of customer satisfaction; and
Aptitude to learn and use innovative selling technologies (e.g., analytics, social media) to network, engage clients, identify new business opportunities, and translate business requirements into technology solutions
Leverage industry expertise, technology solution knowledge, and consultative sales techniques to influence client decisions, create value, and meet business immediate and long-term requirements
Collaborate with IBM sales, technical, executive, product development, financial, and other support resources to deliver outstanding client engagements
Negotiate and close deals by understanding, creating, and delivering client value propositions; Share insights that build and promote the IBM brand using social media; and
Continuously maintain and grow skills and knowledge in consultative sales, industry applications, and technical solutions, leveraging expertise to demonstrate IBM’s thought leadership during client engagements
Required Education: Bachelor’s degree in Business, Communications, International Relations, or similar disciplines
Readiness to 25% travel annually
Prior work experience in client sales or service preferred

Client Relationship Manager Senior Resume Examples & Samples

Strategically focused and responsible for client satisfaction, maintaining client communication
Establishes project strategy by finalizing project requirements; understanding client's strategic business drivers; discovering and validating business and technical requirements; advising client regarding emerging technology solutions; obtaining input from subject-matter experts; developing proposals; overseeing the development of project life-cycle deliverables
Leads personnel who assist in the management of the client relationship and other regional staff. Selects, develops and evaluates personnel to ensure the efficient operation of the function
Manages P&L for the local office
Travel to existing client base quarterly (or more frequently as needed) to maintain strong relationships, present client documentation and position new services/projects
Broad understanding of the financial and strategic aspects of the business, and participates in and/or establishes initiatives that contribute to the overall success of the enterprise; may also participate in initiatives that contribute to the overall success of the client's business
Experience as a COO or CIO in a regional/community bank is desired

Ideas Client Relationship Manager Resume Examples & Samples

Develop and maintain ongoing client relationship with the Primary Client Sponsor and the Primary Client User at the hotel level and or Corporate Level
Understand the Clients strategic and tactical objectives and anticipate how this will impact the IDeaS system and the Client's ability to get the maximum value from it
Responsible for the successful renewal of Client Subscriptions through the systematic communication of IDeaS system benefits
Initiate planned communication processes with Client Sponsors and IDeaS
Ensure that all materials presented to the client meet set format standards and convey professionalism and clarity
Act as an escalation point for the Client or Support to ensure smooth maintenance of the business relationship
Through the development of a strong relationship with the Client, identify Client Training needs and potential additional modules sales which would benefit both the client and IDeaS
Responsible for producing quotations and follow up on invoices for training and new modules
Responsible for interacting with the (Major) Account Manager and members of the Support team to ensure alignment between all communication to hotel and Corporate (if appropriate)
Familiarity with Training and Deployment including Support tool-sets
Assume the responsibilities of Account Manager for clients that do not qualify for an individually appointed Account Manager
Maintain an in-depth knowledge of the IDeaS System Modules and their business application including business issues that they solve
Monitor and facilitate where necessary Client product enhancement requests
Mentor new employees as required
Maintain accurate and up to date information on the status of the account and contacts assigned in SalesForce.com
Monitor SLA targets for accounts assigned, ensuring that targets are met where possible
Performs other duties, as assigned
Ability to deliver to training as needed
Ability to renegotiate subscription agreements
Bi-lingual language skills a plus
Flexible working hours might be required to accommodate clients in various time zones
Ability to concentrate and be productive within a vibrant office environment
Flexibility for some travel for the purpose of meeting with clients or internal company meetings at other locations

Global Client Relationship Manager Home-based Resume Examples & Samples

Manage assigned international client relationships to ensure that working with HP White is a smooth and delightful process
Facilitate communication between foreign clients and HP White technical staff to ensure test objectives and test plans are clearly understood between both parties
Expand client base through effective prospecting and presentation of services in key markets; to include the Middle East, Central & South America, North Africa, and Asia Pacific regions
Identify and cultivate relationships with key government technical and procurement personnel to identify upcoming protective products tender opportunities and associated testing requirements
Identify and cultivate relationships with protective products manufacturers in key markets to grow sales and establish HP White as the preferred partner to support independent test data requirements for global certification and tender proposals
Work with HP White management and marketing personnel to create messaging, service packages, and communication tools that ensure key government personnel and protective product manufacturer decision makers within key markets understand and value services provided by HP White
Research and propose plans for attendance at key trade events in foreign markets; to include budget, return on investment objectives, targeted opportunities, and successful show-support requirements
Arrange monthly client visits with key accounts and to establish new relationships. Where appropriate, coordinate with HP White senior management and technical staff to accelerate decision making and make a strong technical impression to close large opportunities faster
Ensure full compliance with all US and international regulations related to the import and export of test samples and data, while making compliance easy to understand and fulfill for foreign clients
Identify subcontractors and cultivate relationships with other Intertek labs to provide solutions for the full spectrum of needs associated with assurance, testing, inspection and certification
Cultivate and work with local brokers to identify and approach key decision makers within industry and government agencies
Leverage US government international economic development and foreign trade support agencies to accelerate the sales process and maximize effectiveness of time spent in-country
Conduct scoping activities with clients to accurately document their specific test objectives and ensure HP White technical and test personnel are certain of test instructions prior to shipment of samples
Effectively coordinate & present online webinars with key technical staff from HP White & Intertek to maintain and enhance the HP White thought leadership position while providing clients with useful information that leads them to select HP White as a valued service provider
Work with HP White executive management to develop well-reasoned and aggressive sales goals for key markets

Sales & Client Relationship Professional Resume Examples & Samples

Provide financial advice and make product recommendations based upon individual needs, requirements and suitability
Execute sales of financial products
Identify opportunities and route leads to the AXA Advisors field force, when appropriate
Prior customer relationship management experience with superior customer relationship building skills
Knowledge of Annuities and Life Products and/or Investment Products
Previous sales experience preferably in the financial services industry with some focus on insurance

Event / Client Relationship Manager Resume Examples & Samples

Develop, Coordinate and manage annual strategy to include the successful delivery of events, classes, marketing, social media and other activities
To establish, maintain and enhance relationships with clients and service providers
Develop a comprehensive understanding of the clients' requirements
Build and develop partnership relationships
Full budget management responsibility
To lead the on-site concierge team to deliver first-in-class services to clients and visitors
Support the estate management team with the delivery of all operational, marketing and other activities to maintain and enhance clients tenure in the park
Maintain and track KPIs as agreed with management team and produce benchmark report on a quarterly basis
Maintain communications with key stakeholders to include tenants & estate manager
Minimum of three years' experience in Event Management / Client Relationship Management / Marketing or Project management
A confident self-starter capable of working on own initiative with excellent organisational skills
Ability to innovate and continue to improve
Be focused on providing a consistently high standard of service as well as attention to detail
Portray excellent written and verbal communication skills in a professional context
Be passionate and enthusiastic about real estate and customer service
Show flexibility and resourcefulness and have the ability to problem solve and manage multiple priorities in a fast-paced environment
Respond to tenant needs, ensuring that tenant-related issues are resolved promptly
Contract and supervise suitable third party suppliers to operate events, classes and other services or activities
Intermediate to advance skills with Microsoft Office Suite and understanding of social media

Head Retirement Client Relationship Manager Resume Examples & Samples

Secure client satisfaction for existing clients by developing client strategies and working with internal DST teams to deliver quality service to our clients
Develop strategic plans for clients by working with clients to develop plans to grow the business
Work with relationship managers to develop annual client planning including revenue expansion and cost reductions to improve profitability
Work with various internal functional departments to execute strategy for the clients
Look for opportunities for continuously improve to meet and exceed goals such as client satisfaction, retention and services guarantees

Implementation Client Relationship Manager Resume Examples & Samples

Work closely with partners, sales, technology, and product managers to coordinate roadmap and implementation schedule
Manage product delivery from kickoff through implementation & closure with partners and stakeholders
Coordinate joint launch and rollout programs with partners and stakeholders
Manage launch and rollout
Understand market demands and opportunities. Plan features that enhance our products
Strongly prefer 4 years of experience in any of the following areas
SDLC
Writing business requirements
Data specifications
XML
Business rules engine
Software testing
Must have creative skills, planning and analytical skills to be successful in this position
Strongly prefer experience in automotive finance
Strong analytical skills to generate alternative solutions
Vendor management
Demonstrate ability to build and cultivate external client relationships - ability to listen to the market
Ability to establish and meet realistic schedules and deliverables, and set priorities
Bachelor's degree in Computer Science, Marketing, Business or related fields strongly preferred

Client Relationship Resume Examples & Samples

Serves as the primary management contact and client liaison during delivery of an outsourced solution, whether it is an IT solution or a business process outsourced solution and regardless of the client's geographic location. Maintains contact with client at an executive level, focusing on the strategic nature of the relationship. Represents the enterprise to the client and the client to the enterprise
Oversees the delivery of continuous and effective services, and ensures project completion within budget and in accordance with contract requirements
Manages technical aspects of projects and is responsible for oversight of vendors and subcontractors
Leads teams in the delivery of outsourced solutions to the strategic client. Selects, develops and evaluates personnel to ensure the efficient operation of the function
Proven knowledge to represent the enterprise's entire range of products to the client and of the industry
Proven track record in client relationship management, service delivery and/or the sales of technology products and services
Financial institution experience or comparable proven sales-marketing-consulting-support background with strong financial industry and data processing knowledge
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

Client Relationship Unit-summer Intern Resume Examples & Samples

Download KnackUp through your App store on your Apple or Android device
Sign up for a Knack account. Please use the same email address for your Knack account registration that you use to apply to this internship. After you log in, make sure to enter code 41260
Go to “Games” in KnackUp and play “Meta Maze”. Have fun! The game should take about 10 minutes
Candidate must have a strong academic background and pursuing a relevant degree in one of the above areas, with a GPA of 3.3 or higher
Business major with a general understanding of financial services
Must be detail oriented, extremely accurate, and able to follow up on long-term, ongoing projects and meet all deadlines
Must prioritize, conduct analysis and reporting
Excellent verbal and written communication skills are required
Proficient/Advanced in MS Office suite (Word, Excel & PowerPoint)
Strong inter-personal relationship skills and problem solving skills are required

Bank Real Estate Client Relationship Manager Resume Examples & Samples

Provide pro-active client management to anticipate real estate issues and develop flexible real estate solutions supporting the businesses’ short, medium and long-term requirements
Effectively delegate and monitor the resolution of space and operational issues
Align and interact with the business unit's executive team to understand business strategy, requiring expert knowledge of assigned business lines or functional areas and demonstrated management and leadership skills; Responsible for building customer relationships and accurately setting and meeting client expectations
Responsible for formation and communication of performance metrics and reports to business units. Assist business lines to justify the business case for space requirements and occupancy costs
Ensure that real estate solutions developed support business line forecasts, strategic plans and drivers, as well as supporting enterprise strategies and advocate of CRE policies and initiatives
Lead business line through the decision making and implementation process related to real estate
Bachelor’s degree in business, related field or equivalent work experience
Eight to ten year experience in financial services, project management, corporate real estate, real estate service provider or related field
Strong project management, leadership and organizational skills
Project management experience, including acting in a liaison role
Knowledge of Corporate Real Estate and internal approval processes
Banking/ financial services background

Client Relationship Resume Examples & Samples

Provide executive level support to CRE for assigned high potential client teams and target teams: coordinating team meeting logistics; conducting and maintaining competitive intelligence on clients, industries and competitors; developing and maintaining all client team tools, including relationship summaries, quarterly client team snapshots and financial relationship analysis, and year in review accomplishments
An undergraduate degree is required
A minimum of three years experience working in a law firm or corporate environment handling client accounts or teams
Experience within financial services handling investor relations
Must be flexible in order to respond quickly and positively to shifting demands and opportunities; ability to work under tight deadlines and handle multiple, detailed tasks
Must be proficient in how to leverage all of the firm’s departmental resources, tools, and personnel needed to support the work of the department

Client Relationship Administrator Resume Examples & Samples

Good understanding of the business requirements, understanding of Futures & LME markets desirable
Good understanding of credit, legal and compliance issues
Good understanding of front, middle & back office functions within banking
Proven ability to argue a risk based approach to compliance and effectively communicate this approach to internal stakeholders (e.g. Front Office)
Proven execution/outcome skills in similar situations
Effective verbal and written communication skills, judgment and administrative skills
Superior interpersonal and relationship building skills to build strong relationships with stakeholders across all levels, including with external parties
Proven ability to prioritise between detailed day to day activity, including problem-solving, and longer term activities and projects
Proven ability to sustain high level of performance under pressure with short deadlines with high accuracy

Client Relationship Resume Examples & Samples

Assist on pitches and proposals, helping to draft related materials, client emails, executive summaries, scheduling pitch team prep and debrief meetings, and tracking follow up
Provide training to and help manage the work of CR Assistants
Assist with other client development or business development initiatives and projects as the need arises
Serve as a department representative on firm task forces or committees as needed
A minimum of five years experience working in a law firm or corporate environment
Must understand the sales process in a law firm and proactively offer suggestions and advice to CREs and/or partners and associates as needed

Assistant Manager, Client Relationship Center Resume Examples & Samples

Drives productivity of a team through direct feedback and coaching on proven skills and methodologies. Addresses areas of skills/competence, client experience and technical knowledge (product and process) with each team member
Communicates new product information, techniques, industry information on a continual basis. Ensures associates understand how this information can positively impact performance
Ensures orientation and training of new associates is completed in a timely manner
Ensures staffing levels are appropriate at all times during the day/evening through the establishment of a staffing plan for the team to include individual schedules. Emphasizes and ensures associates are available at their designated start time and adhere closely to scheduled meetings, lunches, etc. Makes “real time” adjustments to schedules when necessary
Ensures associates have the resources necessary for efficient and effective completion of their roles communicating and reinforcing corporate and departmental missions, purposes and goals
Works with CRC management and HR in recommending associates performance ratings, salary increases, promotions, transfers or disciplinary decisions
Participates in projects and initiatives, as assigned, to facilitate the team’s (and the CRC’s) overall success. These may include, but are not limited to, projects to identify, measure, track, improve and communicate the CRC’s impact on the organization (e.g., stakeholder initiatives)
Monitors the interaction (inbound call, dialer, chat, fax, etc.) of systems, understands and acts on staffing status and needs based upon inbound/outbound call volumes. Monitors and reviews daily and long-term call statistics of all team members and utilizes for associate development
Monitors and coaches assigned number of interactions (calls, chats, email, etc.) for each associate each month following established “coaching folder” format. Ensures coaching notes are complete and accurate for each session. Tracks and records progress toward improving or enhancing performance as a result of coaching
Maintains proper levels of documentation in personnel files and associate PTO calendars to allow for disciplinary and promotional actions. Quickly identifies and addresses associates not meeting expected results
Provides statistical and status reports to manager (or appropriate area) in a timely fashion. Uses judgment when additional information or reports may be required
Clearly communicates to associates the appraisal process and their expected results throughout the review period
Maintains frequent and open communications with all CRC Team Members. Holds regular one-on-ones and team meetings with direct reports to provide information that will aid in improved communication and performance
Maintains a balance of project work and other off phone activities across Team Members as appropriate. Assigns projects taking into consideration individual performance, associate competencies and tenure in department. Describes assignments clearly and makes sure the appropriate resources are available. Communicates time frame, monitors progress and provides assistance when necessary
Possesses and displays a superior professional and technical competence and a strong client focus. Can demonstrate a history of providing proactive and innovative advice to clients and customers
Possesses and displays the necessary competencies to supervise the day-to-day operations of a team. Demonstrates a strong attention to detail with excellent organizational skills. Can cite examples of organization and time management methods used to manage or prioritize workload demands for self and others
Strong project management skills - must cite examples of developing, organizing, initiating and maintaining a project and successfully accomplishing set goals
Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. Proven analytical skills necessary to understand, monitor and manage statistical data in support of goal/mission success
Demonstrated experience working effectively within a team. Must provide examples of motivating co-workers in difficult situations
Proven experience adapting and demonstrating flexibility associated with changes to policies/procedures
Cite experience identifying and resolving problems where independent decision making and self-initiative were demonstrated. This includes providing examples of strong negotiating skills to resolve problems
Can provide examples of handling effectively difficult situations while maintaining high volumes of work
Possesses and displays excellent verbal and written communication skills with proven ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, dictation and style. Ability to prepare correspondence, reports and forms using a prescribed format
Proven proficiency in word processing,spreadsheet and database applications

Client Relationship Representative Resume Examples & Samples

Become fully proficient in all aspects of our CFP product attributes and how they can support student learning outcomes and the learning experience
Create and maintain relationships with individual students and corporate clients
Professionally and accurately communicate product options and attributes and make recommendations for valued-added products or services to meet educational objectives
Ensure the CFP product offering aligns with client's educations goals
Ensure client and students are informed about the CFP certification process and costs
Support the student and client throughout training process
Execute outbound call campaigns as directed by management
Maintain up to date records of sales activities in our Client Relationship Management database (Salesforce.com)
Answer inbound telephone calls and place orders for CFP product lines
Promptly respond to client inquiries, requests or complaints
Research and resolve any issues to ensure client retention and satisfaction
Perform other duties as assigned.
2-4 years' experience in sales, customer service; experience selling over the phone is preferred
Strong communication skills, self-organizational skills, sales mindset, and ability to build relationships quickly
High energy, self-motivated, ability to maintain a high level of activity, persistence
Technical aptitude and proficiency with MS Office Suite

Service Client Relationship Resume Examples & Samples

To develop and drive change within the business via Service Development Improvement Plans
To be proactively involved in developing, maintaining and improving professional customer relationships for a small number of strategically important customers / defined customer base, with regular face to face contact at a high level. This includes the resolution of customer issues
May be involved in high-level contact with medium to major sized businesses
To have good knowledge of the customers business, systems and IT and understand the competition environment
To build and maintain collaborative relationships with key customers and suppliers
Builds excellent service relationships, to improve customer satisfaction in defined customer base
To build and maintain a good working relationship with the Account Team, including working together on a pre-bid basis
May functionally manage a virtual team of experts / specialists
May be involved in specific credit control and credit management negotiations
May lead / manage an operational billing team
May involve team leadership / people management responsibilities
Reasonable knowledge of products, customers IT systems and applications, which could be domestically and globally
Must be able to manage many customers during any given day and multi-task as well
Good relationship, problem solving and communication skills
May also require a billing and/or financial and Credit Management background, including people management skills

AVP, IT Client Relationship Manager Resume Examples & Samples

Aligns business needs with appropriate service levels and manages expectations with their business partners around all IT services
Creates a culture across teams including internal staff and external partners that drives successful delivery of IT services
Ensures appropriate participation from necessary functional teams within the business and IT
Identifies, qualifies and quantifies business opportunities and seeks investment for those deemed high priority
Establishes and manages project portfolio investment parameters
Established credibility with a track record of delivery for the business
Ability to effectively represent and communicate expectations of all IT services and ensure that IT’s mission and vision is realized through execution of this role
Effective partnerships within business functions and with supporting business functions (internal and external to CNA)
Active preparation and participation in key direction setting forums
Bachelor’s degree with Master’s preferred in a related discipline, or equivalent
Typically a minimum of ten years of related work experience, with five years management experience
LI-JM1

AVP, Client Relationship Manager Resume Examples & Samples

Achieves the results of all IT investment in support of their business. This includes transformational/program investments, small projects (BNRs), as well as maintenance and support
Supports the Client Executive as primary point of contact for the business and supports demand planning and strategy, issue resolution and project oversight. Along with the Client Executive, accountable for overall project delivery and client satisfaction
Gains alignment for the creation and management of business parameters (scope, schedule, budget, benefits) and their corresponding flexibility levers
Partners with the business in the creation of business strategies for the business areas they support, facilitate ongoing planning for IT investments and align business strategies with IT investment and priorities
Knowledge of the business and associated strategies, priorities, initiatives
The ability to candidly engage at senior leadership levels within the organization and appropriately influence decisions
Maintain clarity around levers required to drive efficiency and effectiveness in advance of investment decisions that are made
Ability to matrix manage, engage in meaningful feedback discussions, and effectively collaborate across areas
Knowledge of Microsoft Office Suite and other business-related software
Applicable certifications preferred

Sales & Client Relationship Professional Resume Examples & Samples

Highly productive and performance-driven
Demonstrated ability to obtain FINRA Series 7 and 66 licenses, Life and Health (funding for licensing provided by the company; includes study program and materials)
Exceptional quality and service focus
Flexible, adaptable and reliable; able to

Snr Client Relationship Manager Resume Examples & Samples

Serves as the single point of contact within Gartner
Ensure client satisfaction, account retention, individual retention, operational efficiency and quality across service lines
Danish language on a business level is required
Bachelors degree required, major in Business or IT Discipline preferred
Organization planning, and time management skills
Demonstrated excellence in proactive service (e.g., reaching hard to get clients)
Demonstrated ability to interact with C-suite members and senior leadership teams

Client Relationship Representative Resume Examples & Samples

Driving revenue, profit, and customer satisfaction in the organization’s Large Enterprise accounts in the work location area
Managing and maintaining account relationships through senior level engagements
Developing strategies for profit and pricing proposals, as well as communicate and understand Total Cost of Ownership, industry trends, and critical success factors for an effective rollout
Engaging with extended teams in responding to RFPs (Request for Proposals), product transition plans, and resource planning
To retain, develop, manage large customers and accounts
Penetrate competitive accounts
Deliver excellent customer service to ensure satisfaction and build long-term relationship
Understand customer needs and challenges to propose appropriate solutions

Client Relationship Representative Resume Examples & Samples

Maximize retention and revenue goals for MSG Teams' franchises via year-round service and relationship-focused efforts focusing primarily on existing partial subscription account clients
Develop and maintain account contact database records of year-round service related customer “touches” - pro-active calls, correspondence and seat visits in addition to other retention-related programs
Foster positive, cooperative internal relationships with departmental co-workers as well as key inter-departmental contacts
Excellence in managing elite-level client relationships
Service training + Sales experience a plus
Superior communication & strong organization skills
Willingness to work long hours, weekends and possibly holidays
1-2 years of experience in service and/or sales environment, preferably in hospitality, sports and/or entertainment fields. Strong Knowledge of leading brand and experientially-driven customer service principles
Familiarity and skill in handling elite-level client service issues and managing affairs with potential new corporate and personal clients from the general public. Ability to think and function with service-oriented mid-set despite challenging client expectations/urgency

Client Relationship Senior Executive Resume Examples & Samples

Responding to/investigating client queries
Updating fee proposals for existing clients
Maintaining and updating team procedures and checklists in order to comply with the RBC Corporate Employee and Executive Services (CEES) manual
Liaison with 3rd party administrators ensuring they comply with administration agreements and Service Level Agreements

Client Relationship & Registrations Administrator Resume Examples & Samples

Provide accurate and efficient registration of all attendees to events, including on-site as required for events held worldwide
Set up scheduled events on the system
Process registrations and deal with related queries (refunds, credit notes, amendments) and related filing
Produce and send out delegate joining instructions, produce badges for each event as required
Liaise with sponsors/exhibitors regarding their registrations on a regular basis, monitor and ensure sponsor/exhibitor registration allocation, discount and bulk delegate plans
Produce invoices (and credit notes) and reconcile with accounts
Liaise on regular basis with the accounts department regarding payments and outstanding debts
Carry out effective credit control for EuroFinance Conferences, to ensure payment prior to the event and minimize bad debts
Continuously upgrade delegate information and maintain an up-to-date level of data in order to support the implementation of a an effective database
Cross-selling current and future EuroFinance events
Produce reports daily and as required, including badges, attendee lists, delegate certificates, marketing, tracking and revenue etc, liaising with systems developer as required
Develop and recommend new reports and carry out regular database updating and cleaning
Be an active member of the accounts and event management teams
Ensure related stationery supplies (certificate paper, badges, badge holders) are maintained
Create and maintain speaker information on the website
Experience gained in the events industry or customer services role
Fluency in English (both spoken and written), any other European language an advantage
Fluency in Russian (both spoken and written) and advantage
PC literacy - Word, Excel (Advanced), Powerpoint, database management
Excellent communication skills with the ability to be able to converse with a multicultural client base
Cross-cultural sensitivity
Attention to detail, analytical, organised and be a good team player
A passion for excellent customer service
Result driven, showing initiative and creativity
Ability to juggle and meet deadlines, cope well under pressure

Private Client Relationship Administrator Resume Examples & Samples

Provide input on trust policies and procedures
Utilize knowledge of trust administration
General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, filing and processing expense reports
Fiduciary experience, including working knowledge of Trust and Fiduciary Structures - the interpretation and practical application of document provision, trust and estate law, taxes, investments, and the legal framework of trust administration
Responsible for all aspects of administration and client service for high net worth families

Client Relationship Manager Assistant Resume Examples & Samples

The Lyxor CRM Intern will be a full time position that would entail being a dedicated resource for the UK based team which covers the sales and client relationship management of clients and prospects in the UK, Nordic and Netherlands markets. The Intern will be required to assist in communicating with existing and potential clients and managing clients’ inquiries. The ideal candidate is a proactive, strategic thinker who is resourceful, organised, and driven to provide a high level of service to all current and prospective clients. This position will report directly to the Head of Clients Relationships for UK, Nordic region and Netherlands and will have exposure to the client service team, Client Relationship Managers and Sales as it relates to on-boarding and servicing of potential, new and existing clients
Work closely with the Head of Clients Relationships locally
Maintain and expand relationships with existing and new clients
Support Sales team with the business development
Develop a solid understanding of the firm’s funds, products, and services
Help respond to clients’ requests on a timely basis via email and/or phone in consultation with the manager
Manage weekly and monthly mailings of reports to clients
Organize clients events, prepare agendas, coordinate with service providers
Work experience in Finance (Asset management or Investment Bank) is a plus

Client Relationship Administrator Resume Examples & Samples

Managing customer enquiries via an assigned portfolio of brokers to agree on administrative solutions for contracts ensuring that solutions are efficient, customer friendly and delivers them in a timely and professional manner
Renewal and retention of the assigned portfolio through excellent service delivery and relationship with key contacts at the broker
Portfolio administration (to include new business onboarding/invoicing, renewal invite/acceptance, payments processing etc) and account management of new and existing Zurich’s international corporate risk contracts and delivery within agreed service levels and error free
Providing quality and accurate management information as required for complaints handling by ensuring that all complaints are logged and reported to support the improvement of service provided for corporate customers
Ensuring that regulatory and compliance standards of administration processes are adhered to
Reviewing and challenging processes to create efficiencies and improve turnaround keeping Zurich and the end customer in mind
Experience in customer service/relationship management within the Financial Services industry
Portfolio Management experience advantagous, ie in a Performance or Portfolio Consultant capacity
Previous experience in the Insurance industry for corporate customers would be beneficial
Proven ability to build and maintain good working relationships with brokers/customers and internal stakeholders
Ability to deliver customer centric service through own efforts or working with others
Proactive approach to service by demonstrating the right attitude and behaviours when interacting with customers and brokers
Ability to think through problems and offer “options and solutions”
Numerate and ability to interpret data
Maths and English GCSE – Grade C or above essential
Good personal organisation and planning skills and ability to assign workload to self
Intermediate knowledge of Microsoft office packages –MS Word, MS Excel and MS Powerpoint
Previous experience working within a diverse cultural organisation would be beneficial

Client Relationship & Quality Assurance Manager Resume Examples & Samples

Research and analysis of property information
Analyze data regarding comparable sales, listings and rentals
Construct financial models including discounted cash flow
Prepare appraisals and other consulting reports that can assist the client with decision making
Interact on a regular basis with clients
Meet with existing and prospective clients
May supervise and train a Junior Appraiser

Client Relationship Resume Examples & Samples

Responsible for client satisfaction, maintaining client communication, overall management of the client relationship and delivery of outsourced solution
Oversees and leads teams in delivery of continuous and effective outsourced solutions and ensures project completion within budget and in accordance with contract requirements
Leads the sales effort for incremental revenue opportunities and contract renewals
Identifies new business opportunities and coordinates with appropriate sales personnel for opportunities of new FIS products or services
Broad understanding of the financial and strategic aspects of the business and participates in and/or establishes initiatives that contribute to the overall success of the enterprise; may also participate in initiatives that contribute to the overall success of the client’s business

Aladdin Risk for Wealth Management Client Relationship Manager Resume Examples & Samples

Develop strong relationships with all groups within BlackRock Solutions and BlackRock to ensure an excellent client experience and convey client requirements to product teams as necessary
Technical: two to five years of broad technical and/or financial services experience
Superior communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients

Client Relationship Account Manager Resume Examples & Samples

Four or more years of management experience
Thorough knowledge of all organization products and operations
Strong organizational and managerial skills

Technical Client Relationship Manager Resume Examples & Samples

Bachelor’s Degree in Computer Science or equivalent
10+ years of experience in Information Technology with specific client relationship management responsibility in a fast paced environment
5+ years managerial experience
High sense of urgency, accountability, and emotional intelligence
Depth and breadth of experience across application development and support, security, technical infrastructure and business continuity
Demonstrated success in highly secure environments
Strong communication skills and an ability to interact with and influence at all levels of technical and non-technical personnel
Outstanding organizational, communication, interpersonal, relationship building skills conducive to collaboration; able to lead in a cross-functional, matrix management environment with no direct reports
Excellent planning/organizational skills. Ability to work under tight deadlines while being flexible and responding to changing business and technical conditions
Strong problem solving capabilities. Experience dealing with a demanding client base, and the ability to readily adapt and offer balanced solutions, even under stress
Ability to train, develop and retain talent

Client Relationship Intern Resume Examples & Samples

Ideal candidate is a 3rd or 4th year student (majoring in Marketing, Media or Communications)
Knowledge of cable television, digital products, and advanced advertising products a plus
Outstanding verbal, written, and interpersonal communications with proven ability to work collaboratively with Leadership to shape and influence client-specific campaigns
Must be able to work independently on a project basis and meet frequent deadlines
Excellent team and project-management skills
Demonstrate “innovative” thinking and new ideas
Extensive experience with Word, Excel, Power Point and similar software; HTML, Photoshop, Illustrator familiarity helpful

Client Relationship Manger Resume Examples & Samples

Serves as the primary management contact and client liaison during delivery of an outsourced solution, whether it is an IT solution or a business process outsourced solution and regardless of the client’s geographic location. Maintains contact with client at an executive level, focusing on the strategic nature of the relationship. Represents the enterprise to the client and the client to the enterprise
Works to maintain and grow the client relationship while ensuring ongoing customer service
Broad understanding of the financial and strategic aspects of the business, and participates in and/or establishes initiatives that contribute to the overall success of the enterprise; may also participate in initiatives that contribute to the overall success of the client’s business

Operational Client Relationship Manager Resume Examples & Samples

Serve as senior point of escalation for Morgan Stanley?s top revenue generating clients for operational issues across products and ops functions
Develop and enhance client relationships, at multiple levels, by providing exceptional levels of client service
Expertly navigate the Morgan Stanley organization, across divisions, to deliver timely and accurate issue resolution to complex, business critical issues which may include communication with senior stakeholders within Ops and the BU
Assist clients as they go live with OTC Derivatives Clearing by ensuring their operational and reporting needs are met. Partner with OTC Clearing Sales, Onboarding and processing teams to ensure ongoing support of clients for this new product
Participate in join 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
Coordinate, establish agenda and lead Roundtable discussions and provide product specific training to clients
Support and manage Strategic Client Officer program across products and keep supporting documentation/metrics updated
Track client feedback and action plans to address follow ups and concerns raised from client visits or surveys
Work with Metrics and IT teams to deliver integrated reporting and enhanced web portal capabilities (eg: Matrix, Client Scorecard)
Play an active role in talent development focused on incoming and existing staff across operations
Regularly provide backup coverage and group oversight for team members during busy periods and/or during client travel
Familiarize oneself with location strategy related topics and ability to apply focus on key product and functional areas going through transition

Client Relationship Administrator for our Tax Department Based Resume Examples & Samples

Preferably hold a Bachelor degree in business administration, law, finance or any related topics
Possess a strong interpersonal skills, team spirit, service-minded and attention to detail
Are curious and willing to work hands-on with teams in a Tax environment
Have the capacity to interact and connect with various stakeholders
Are organized and rigorous which makes you able to handle and prioritize numerous and diverse tasks
Are confident and skilled in using Microsoft Office applications (Outlook, Word, PowerPoint, Excel)
Have the capacity to manage priorities and deadlines as well-being autonomous with a sense of initiative
Are fluent in French and you have a good level of English

Collateral Services Client Relationship Manager Resume Examples & Samples

Manage the high tier custody relationships which typically include Central Counterparty Clearing Houses and their member firms who need custody services, institutional clients involved in bilateral swaps and/or derivative trading who need tri-party collateral segregation and parties who need an independent third party custodian to help them mitigate counterparty risk associated with their trading / clearing activity
Build and maintain a pipeline of opportunities to meet revenue and new business goals
Meet with existing and prospective clients to uncover their needs and explain how the company's collateral services can meet those needs
Maintain required subject matter expertise, including knowledge of industry trends and regulatory developments
Coordinate the document negotiation and account opening activities for all new business
Coordinate the daily trade activity, collection of asset cash flows, calculation of portfolio testing and daily end of day reporting
Responsible for the execution of all U.S. Bank mandated roles including collateral administration, and various reporting functions
Build strong internal relationships with partner groups to ensure the completion of accurate and on time deliverables
Create and maintain the monthly and annual risk and compliance audit material for all accounts under administration
Bachelor's degree in finance or equivalent work experience
Five to eight years of experience in relationship management, collateral administration, fixed income investments or alternative investments
Prior experience within the Institutional space and a strong familiarity with derivatives market operations, bi-lateral trading, and custodial arrangements
Ability to perform multiple tasks and meet established deadlines in a dynamic working environment with minimal supervision
Proficient computer skills, especially Microsoft Excel

Senior Service Client Relationship Resume Examples & Samples

Develops, maintains and improves the customer relationship for one or a small number of strategically important customers, with regular reviews at a peer level, (as required by the customer)
Delivers contractual SLA performance, resolves customer contractual issues and continually improves customer satisfaction
Capitalises on all opportunities to improve the overall customer experience and to own the overall service relationship on behalf of BT at mid to senior level within the customer business base
Possess an in-depth working knowledge of the customer’s business and understand the competition environment
Responsible for managing the BT service costs for own managed contracts, which have dedicated resources
Creates and drives change within the business via service improvement and cost reduction plans
Provides stakeholder management within BT, customer and/or third party supplier’s organisations
Creates value, acts as a trusted advisor, manages expectations and can negotiate mutually beneficial outcomes and resolve conflict
Owns and resolves escalations within BT, customer and/or third party
Influences business decisions and outcomes at peer to senior management level
Manages virtual teams of experts/specialists
Supports sales activities such as bids, by assisting in setting SLA’s for new contracts and by providing service information as required
May have line responsibility for a number of managers, sometimes across country boundaries

Senior Service Client Relationship Resume Examples & Samples

Be a visible leader. This involves being accessible to their own and wider team and being a role model of leadership
Lead by example - Be an exemplar for the wider team on personal knowledge of the successes and challenges in portfolio and E2E delivery & service processes and can communicate in simple language for any audience
Actively participate in the running of the relevant Client Service Sector, taking responsibility for implementing key decisions
Actively participate in the Senior Management Teams of which they are a member. This will involve taking strategic messages from Senior Leaders and driving through their own teams where appropriate
Lead by example in terms of people management, engagement and meritocracy, showing commitment to taking a consistent approach to people issues, creating the environment for our people to excel
Take part in any collective challenges and execute tough decisions throughout the year such as cost reduction initiatives
Demonstrate personal resilience and operate with gravitas
Demonstrate strong relationship and stakeholder management skills, at all levels to operate effectively across boundaries to solve customer issues
Have basic contractual compliance e.g. mandatory training, T&S claims, annual leave, leading by example and ensuring that compliance is rolled out throughout the year
Ensure that the standard approach to practices (including work packaging) are adhered to any bid or contract (right portfolio/resources)
Review all forecast demand and align priorities with MU
Provide the most cost effective and innovative bid solutions and cost to serve for their portfolio of customers
Good knowledge of products, customer’s IT systems and applications and may need good knowledge of customer industry, either domestically and/or globally
Excellent relationships with senior customers
May also require a billing and/or financial background and the ability to represent the unit with local trades unions
Understands the business domain, customer positioning and prevailing technologies

IT Client Relationship Partner Resume Examples & Samples

Lead account strategy and planning and identify opportunities of growth in the account
Develop and strengthen relationships with decision makers and influencers
Regularly monitor sales trends, market dynamics and incorporate into existing account strategy and plan
Conduct regular delivery reviews to prevent cost and schedule overruns, and to enable the delivery teams in ensuring high client satisfaction
Orchestrate internal resources in sales and delivery to give the client an enhanced experience
Become a trusted advisor to the client and participate in the client’s strategic planning
Showcase Saggezza’s solutions as a strategic fit for the client
Capture and create integrated opportunities with end-to-end solution delivery requirements
Exemplify Saggezza’s leadership by presenting thought leadership
5+ years in IT service delivery, business development, account management or consulting
2+ years IT/Software Account Management experience
Exceptional communication (verbal and written) skills are essential as well as the ability to interact professionally with a diverse group of executives, managers, and subject matter experts
Ability to work comfortably with minimal supervision
Bachelor’s degree in an IT or Business Related Discipline

Recruitment Client Relationship Manager Resume Examples & Samples

A track record of working closely with multiple clients to continually improve a complex and structured recruitment service level offering
Strong and proven recruitment experience working on a Managed Service and or Neutral Vend contract
Experience of building relationships and influencing key senior stakeholders
Experience working to tight deadlines in a fast moving environment
Organised, methodical and autonomous with strong attention to detail

Client Relationship Manager PL Resume Examples & Samples

Effectively communicates relevant project information to superiors. Delivers engaging, informative, well-organized presentations
May contribute to the development of policies and procedures
Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives

Client Relationship Manager, Taft-hartley Resume Examples & Samples

5-7 years of Taft-Hartley related experience with excellent communication skills
FINRA 7 & 63 licenses required. Candidates hired into this position who do not hold their FINRA Series 7 & 63 registrations are required to obtain the registration at MassMutual’s cost. A total of 120 days is allotted from your start date to pass the Series 7 exam. If you are unable to meet these timelines, MassMutual will allow you 30 days to post or find another position within the company
Ability to travel 50-60% of the time including occasional weekends
Ability to work independently from home (this position will be located in the western region of the United States)
In-depth knowledge of retirement market products and services as they relate to Taft-Hartley client needs
Products to include: Annuity (Money Purchase, Profit Sharing), 401(k) Plans, Defined Benefit Plans, as well as mutual fund and investment knowledge
Strong presentation skills required with ability to present to Trustees, Fund Professionals and members

Hris Client Relationship Lead-talent & Learning Nsee Resume Examples & Samples

Lead the functional components of projects that relate to tools and initiatives used to achieve desired project requirements. Facilitates definition of requirements and signoff for system testing as well as define and lead teams around functional test script execution. Document, train and communicate as it applies to annual (cyclical) and special projects. Partners with Talent & Development COE, other HR areas and IT to achieve successful completion of project
Process improvements: Understand and recommends synergy opportunities based on Talent & Development client areas. Prioritize enhancements with management and follow our defined change control process
Triage of tools and information – Research where tools or information questions arise from Talent & Development and determines and communicates resolution. Works directly with the Information Technology group when technical resource research is needed. Involves making configuration changes as well as tactical hands on to meet the solution
Ensures information needs are met either through defined reports or through detailed analytics
Assist with defining, driving and implementing the Talent Management roadmap
Proven ability to manage HR projects independently and to leverage contributions of other team members to accomplish projects
Strong preference for candidates who have come from an internal HR shared services role or an HR professional services environment with experience across two or more HR functions including HR data management (HRIS), performance management, learning & development, and recruiting
Superior attention to detail and ability to multitask in a highly dynamic environment while managing multiple team member workloads to meet deadlines
Ability to influence and negotiate
Highly proficient with Microsoft Word, Excel, PowerPoint, and Visio
Bilingual

RPO Recruiting Client Relationship Manager Resume Examples & Samples

Requisition Management/Pipeline Management which includes candidate screening, as well as database management (consistently reviewing and assessing pipeline for each requisition and dispositioning candidates accordingly)
Consistently consult and collaborate with hiring managers regarding expectations, challenges and strategies
Develop process improvements, implement solutions and share best practices with account team members and client partners
Consult regarding phone interviewing strategies and analysis of completed interviews, including behavioral interviews, of potential candidates to select top level candidates for clients
Accurately forecast and request transitional hours in a timely manner; leverage resources to maximize productivity and pipeline management
Review candidate profile, experience and telephone interview responses and decide final disposition of candidate (i.e.. eligible for hire, not eligible for hire, second round interview eligible, or transfer to another requisition because of skill set match)
Furthermore, sell identified and selected candidates to client hiring managers, as well as advise top level candidates on a client's opportunity including culture fit, knowledge gaps and value proposition
If applicable, negotiate and present compensation packages to candidate for acceptance
Metric analysis, interview guide development, SLA adherence and report generation
Development and delivery of presentations to client human resource partners and hiring managers
Provides back up to Account Manager in areas of reporting, coaching, mentoring and sharing of best practices
3-5 years Experience with a Thorough understanding of recruitment practices
Ability to interact effectively with all levels of the organization both internally and externally
Technical - Business Knowledge
Client Focus/Service Orientation
People Management- embraces the concept of managing up and down
ATS System - ability to report and leverage the ATS and manipulate data to share a story internally and externally

Senior Director of Client Relationship Managers Resume Examples & Samples

Partner with Senior Management, Strategy, Sales, Service and Product to develop short and long term strategies and assumes responsibility for the implementation of these strategies
Increase Client Satisfaction and drive growth of the assigned client base
Protect the client base -- eliminate / minimize Client attrition
Team Management - Manages a team of Relationship Managers to provide stellar service to their assigned base of clients in line with established policies, practices and procedures. Establishes clearly defined individual goals and objectives that align to department goals and communicates these to associates through team meetings and performance planning and manages performance to them. Evaluates the team's client base to ensure efficient distribution of client responsibility within the team. Provides guidance around service model process, tool utilization, and world class service initiatives
Client Management -- Implement a formal and consistent Account Management methodology and metrics for all Relationship Managers and all Clients: Utilization of Miller Heiman, R3 Sales Excellence or similar models
Client Relationships - Coaches team members on building client relationships at multiple levels of the organization. Personally builds and maintains relationships with clients' key decision makers. Participates in account review and partnership meetings. Communicates and coordinates with Relationship Managers and Sales, as appropriate, to fully service the client and maximize client relationships
Client Retention - Works with team to recognize client "warning signs" and develop and implement retention strategies for any clients at risk. Understands contract status of assigned clients and works with necessary contacts, including Relationship Manager if assigned, to negotiate contract extensions and addendums as appropriate
Talent Management - Recruits and selects new talent. Ensures timely and effective training is provided, to enhance the skill base of the team. Recognizes and rewards superior performance and top performers. Provides periodic performance feedback versus objectives and conducts annual performance reviews on all associates. Ensures effective and relevant individual development plans are in place. Provides input to department talent management process and strategies
Departmental & Region Support - Provides input into key strategies in line with regions/division objectives. Develops and executes plans to implement key strategies. Leads or participates in division project teams. Functions as a representative to provide product feedback, manage key performance metrics, and evaluate tool enhancement opportunities
Financial Management - Works with team and Sales to identify opportunities to generate revenue and beat competition. Manage assigned budget including expense management and budget projections
Bachelor's degree or the equivalent in education and experience
At least 8 years' of directly related experience
At least 5 years of direct successful people leadership experience
Travel up to 50%
Miller Heiman, R3 Sales Excellence or similar model experience
Strong client relationship building skills and managing large national accounts supporting Fortune 1000/500 organizations
HCM industry experience
MBA or advanced degree
Excellent collaboration, organizational, time management, customer service and problem-solving skills and the ability to work accurately and meet deadlines with frequent interruptions
Proficiency and in-depth knowledge of all pertinent ADP HR, Payroll and Benefits policies and procedures

RPO Recruiting Client Relationship Manager Resume Examples & Samples

Thorough understanding of staffing practices
Demonstrated professional growth within HR, Staffing and/or Talent Acquisition
Analytical Skills: Proven ability to design, develop and implement strategic solutions
Collaboration Skills: Ability to interact effectively with all levels of the organization both internally and externally
Technical & Business Knowledge
Project Management: Demonstrated ability to manage priorities within tight deadlines and high client expectations
People Management-- embraces the concept of managing up and down

Client Relationship Manager Employee can be Located Anywhere Within the Continental Resume Examples & Samples

Directly responsible for the fulfillment of all SOW and SLA commitments with the customer or customer base of $ $15-25M annually
Ultimately responsible for client satisfaction, retention, growth, and profitability of account base
Responsible for establishing a strategic vision and direction of the client relationship in order to maintain a competitive market position
Responsible for contract negotiation through and including full execution
Conduct monthly/quarterly/semi-annual performance reviews as needed – both externally and internally (Governance model)
Provide reporting metrics and tracking data as required to fulfill SLA’s; identify and define KPI’s and common goals with clients
Experience with managing projects with multi-disciplined team members
A minimum of five (5) years client service experience in technology and/or service sector
Significant experience interacting with large clients, including executives, in a consultative fashion
Strong focus on the client and the operational aspects of the business
Ability to travel up to 40% of the time

Intern, Client Relationship, Wealth Resume Examples & Samples

Support Wealth Business Development and Client Relationship team (“Team”) on various business development/sales and client relationship management activities
Provide assistance to analytics work on existing client and prospect database to identify target corporations and potential opportunities
Opportunity to participate in client meetings with members from the Team
Assist in organizing external and internal marketing events
Support other initiatives and activities the Team
You will be able to get hands on experience dealing with clients from a business development and client relationship management perspective. You will also interact with and learn from many people across teams to understand Mercer’s solutions and value proposition and how we can help our clients
We want you to work hard, have fun and demonstrate your skills in an open and collaborative learning environment

Ideas Client Relationship Manager Resume Examples & Samples

Understands the client’s strategic and tactical objectives and anticipates how this will impact the IDeaS system and the client's ability to get the maximum value from it
Initiates planned communication processes with client sponsors and IDeaS
Acts as an escalation point for the Client or Support to ensure smooth maintenance of the business relationship
Identifies client training needs and potential module sales through the development of strong relationships with our clients
Gains familiarity with training and deployment including support tool-sets
Assumes the responsibilities of Account Manager for clients that do not qualify for an individually appointed Account Manager
Maintains an in-depth knowledge of the IDeaS System Modules and their business application including business issues that they solve
Mentors new employees as required
Maintains accurate and up to date information on the status of the account and contacts assigned in SalesForce.com
Revenue management or group sales experience
Experience with Hotel Systems (RMS, PMS, CRS, GDS)
Experience with Revenue Management systems

Wholesale Client Relationship Manager Resume Examples & Samples

Bachelor's degree from a top-tier university. A higher degree in Finance or business administration and professional designations such as CFA will be a plus
At least 5 years' experience in a global bank or asset management firm. Direct wholesale distribution experience will be preferred
Native speaker of Mandarin and fluent in English
AMAC license examination passed

Client Relationship Representative Resume Examples & Samples

Identify and qualify prospective BP and recruit with new business growth
Develop brand-based solutions which are tailored to client's business needs and integrate the IBM capabilities in a way that is valued by the client and superior to the competition
Apply industry-specific knowledge and experience to bring new business and technology insights to assigned clients
Responsible to manager IBM distributors. Particularly on monthly sell in and out planning control the channel inventory by hosting review with distributors
Maintain healthy channel operations with no major A/R and manage the internal business compliance issues to pass the IBM internal audit
Meet or exceed annual quota attainment while maintaining high levels of customer satisfaction
Bachelor's degree or higher; with major in IT, Computer Science, Communications or Business Management related disciplines preferred
At least 10 working experience in IT industry; channel management experience is required
Knowledge in IT related knowledge
Passion in Contact management
Analytical thinker comfortable with managing complex sales activities

Head of Service Client Relationship Resume Examples & Samples

To lead, develop and give direction to the Management team, driving motivational activities in the wider context
Typically, to be responsible for leading a number of teams, around 20-40 Managers in Service and around 25 in Billing
In most cases, to own the Customer Relationship at Senior Manager/ level (or higher) within Service / Billing customer organisations
To be responsible for carrying out Service Reviews at Face to Face meetings
To be responsible for building and enhancing a mutually beneficial customer relationship, which could also involve revenue collection
To maintain an excellent high-level "peer" or above relationship with Account Directors, CIO and Account Teams, and to understand the market business domain and customer positioning
To build and maintain strong collaborative relationships with internal suppliers
May also be responsible for smaller teams which cover several geographies
Good product and knowledge of customer’s IT systems and applications is required
May also require a Financial / Billing background and the ability to represent the unit with local and/or national trades unions
Business background to enable understanding of customer priorities
Strong people and project management skills are essential
Leadership skills to motivate others and vision to set strategic direction

Client Relationship Support Resume Examples & Samples

Business-to-Business sales experience – an asset
Prior use of and familiarity with on-line technology solutions - an asset
Strong communication skills - verbal and written
A high degree of self-motivation, with an ability to work effectively in a fast-paced team environment

FX Client Relationship Manager, Paris Resume Examples & Samples

Review reported economic and financial data and act as the primary branch / client source of foreign exchange market knowledge, information, and expertise
Demonstrate knowledge of the foreign exchange market to provide relevant market information to clients
Establish, secure, and manage relationships with existing and potential clients
Meet/exceed client revenue targets
Handle incoming phone calls and provide clients with exchange rates
Promote and cross sell Western Union Business Solutions foreign exchange products and solutions
Complete sales process with a proactive behaviour with clients signed up (first trades)
Process deals in the appropriate Western Union Business Solutions Trading Platform; ensure settlement of all booked transactions is accurately entered
Manage and cultivate client loyalty through proactive phone calls and responding to customer inquiries, and ensuring customer loyalty and retention programs are followed
Options knowledge and experience
Identify hedging methods and sources that clients can use to implement foreign exchange strategies
Monitor account performance and activity for own portfolio and forecast client revenue
Solicit customer feedback and communicate internally
Assist in soliciting new business including conducting outbound sales calls – as required
Demonstrate sound understanding of Western Union Business Solutions on-line payment solutions and related technology in order to effectively support clients
Join Business Development Managers in visiting clients where appropriate (must be done case by case)
Migration of clients from phone, fax and other platforms to online where appropriate
Build and maintain strong internal relationships with the Business Development team
Provide administrative and operational support to the branch operations as required
Comprehend and adhere to compliance obligations, company risk management, Anti-Money Laundering and all company policies
Demonstrate commitment to continuing education and knowledge of Western Union Business Solutions products and services, as well as the foreign exchange industry in general

Client Relationship Resume Examples & Samples

Provide leadership and support to on-site and remote Client Relationship Management (Lease Administration team members)
Coordinate the rollout and manage the locally based Client Relationship Management (CRM) resource model in major markets (complementary to the Transaction Services Group)
Launch program to migrate lease administration currently self-performed by brokers to a centralized model
Conduct peer reviews and provide recommendations to enhance service delivery
Seek opportunities to mitigate risk and adhere to compliance standards; ensure zero business upsets
Coordinate Global Knowledge Exchange conference calls, client roundtables, client communication strategy
Contribute to revenue growth, account expansions, renewals and new business pursuits
Bachelor's degree from four-year college or university; or Associate degree and a minimum of five years related experience and/or training
MBA or Master's degree prefered
Knowledge of Lease Administration, Occupier Portfolio Management and Accounts Payable/Accounts Receivable
Dynamic Executive Leadership presentation and written skills
Strong organizational, analytical and quantitative skills
Able to provide formal supervision, leads by example, models behaviors that are consistent with the companies values and coaches and mentors team to further develop competencies

Global Markets Operations Client Relationship Manager Resume Examples & Samples

Onboarding management of a suite of Real Money accounts to support Global Banking & Markets strategy / growth for 2017 and to provide relief to the team
Cross referencing of client accounts and associated Tax Forms
Understanding the Tax Docs requirements per client/ jurisdiction leveraging decision trees
Sourcing Tax Forms from various internal & external data sources and clients
Ensuring validation of sourced tax forms by operations colleagues, and appropriate action if validation fails
End to end tracking and accountability of progress through the stages per client for Tax Forms MIS and Reporting
Proficient Excel Skills
Some experience in financial markets / client interactions
Ability to liaise with all levels of the firm and people with different experiences, skills and backgrounds
Self-motivated and able to work independently
Ability to manage time to deadlines and knowing when to escalate early

International Client Relationship Manager Resume Examples & Samples

To personally be responsible for the achievement of the retention and upsell business target set at the start of each year
To be responsible for the development and implementation of the sales plan for the bank of business. To include identifying how the combination of upsell and renewals will achieve the total revenue targets
Identify which key accounts offer the greatest opportunity for upsell and plan the appropriate action
Work with the appropriate support departments to ensure that customer issues are handled consistently and effectively
To work closely with the marketing team to help prioritise and drive activities that will support achievement of greater engagement
To work closely with the CSM team to plan and prioritise activity to support the goal of retention and upsell and minimise risk of cancellation due to lack of engagement
To keep up to date with market & competitor developments in this sector and have the ability to speak with confidence on the FT’s value proposition for both US and UK clients across the PS, FS and Corporate sectors
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 company. This will lead to a better understanding of requirements and establish new opportunities to support retention and upsell
Document all sales activity in salesforce, and keep opportunities updated with regards to likely close date
Feedback customer insight to assist with product development
Ensure dates of all renewals are well planned and work commences at least three months in advance, identifying those renewals that can be sent through the Fast Track process. Such activity requires excellent organisational skills
Ensure all activities abide with data protection compliance rules
Proven account management experience within Financial Services, Professional Services and /or Corporate within the US market and of meeting or exceeding retention and upsell revenue targets
A minimum of 2 years account management experience within a sales environment
Experience of successful contract negotiations in the online information industry
Experience of 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
Appreciation of internet and intranet applications and emerging web technologies and industry trends
Excellent presentation and communication skills and the ability to speak with confidence about the value proposition
To develop a thorough understanding of the value of the FT from existing clients in these sectors. Utilise this knowledge to help develop upsell business
Ability to work collaboratively as part of a team to succeed

Assistant VP-operations Client Relationship Manager Resume Examples & Samples

Act as 'SPOC' for any post-trade issues that arise with OCRM covered clients, and on some occasions, for some strategic clients not formally covered by team
Routinely engage with internal teams that work with these clients in varying capacities and consistently gather and dissect feedback so as to draw up action plans for bettering client's post trade experiences with BNP
At direction/approval of client, make client visit minimum 1 time per year, if necessary more (2x annually, or quarterly if needed/client instructed). If client visit not required by client, host minimum 2 Operations Revenue Conference Calls annually. Distribute Call Memo's to all applicable internal persons for any and all client engagements involving visits, reviews, etc
Cover your clients 'after hours' as needed/required in escalation/high urgency situations
Provide support as an 'escalation' contact for client by being both accessible and always oriented towards problem solving. Able to collaborate quickly and effectively with internal teams and keeping the client in constant communication/update
Secondarily to the escalation function, act as an advocate and liaison for any new client initiatives/projects that they raise to OCRM and request BNP buy-in for. This is obviously contingent upon agreement from BNP Senior Management, but this would involve Confirmation related initiatives (expanding usage of Markit to confirm more in scope products, Project Managing internal effort to confirm Repo via more industry standard methods as opposed to current BNP system, Regulatory Project SPOC for clients, FIX and SWIFT messaging expansion, etc. etc.). Client wants OCRM's to be both escalation and PM for them and their initiatives. Often times these requests from clients lead to greater efficiencies for BNP
Client Profiles and Procedures - Ensuring these are up to date, accurate and timely. Ensuring weekly updates of SharePoint
KPIs - Further automation needed in support of expansion of KPI metric capabilities
Excellent organizational and data management skills
Excellent Microsoft Excel and Powerpoint skills
Enjoys the opportunity in working under tight deadlines and high pressure situations
Sound knowledge of all relevant Capital Markets products
Sound knowledge of the Lifecycle of a Trade and all the steps
Proven experience interacting with senior business functions and individuals
History of achievement in previous roles
Very Strong communication skills across all mediums (verbal, phone & written)
Proactive Nature/Self-Starter
General understanding of relevant legal agreements (ISDA/CSA, Repo, ETSA, Options Agreements, Give-Ups, MSFTA etc.)
Operations background
General understanding of the credit review/analysis process at an FI and how and what types of credit lines drive the capital markets trading process
Minimum three years in any of the following areas: Operations, Client Service, Client Onboarding or Middle Office (trade processing, confirmations, etc)
Investment Banking/Sell-Side experience dealing directly with clients
Has been in a client facing role
Undergraduate degree in Accounting/Finance/Economics or related field

Mgr Client Relationship Mgmt Resume Examples & Samples

Effective on-boarding of all new clients (providing assistance to team with development of bespoke processes and documentation)
Provide a senior point of escalation (in and out of hours) for service issues
Lead MCO investigations and ensure RCA reports are provided
Customer Health report provided by all team members on a weekly basis, up to date and accurate
Review Customer Health report and provide escalation assistance proactively to team as required
Service reviews held monthly for all clients (unless agreed exception) and service review report uploaded to SharePoint
Scorecards received monthly from strategic, enterprise & major clients
Exec reviews held quarterly for all enterprise clients
Training provided on service management processes to sales and service teams
Successful completion of Net Promoter relationship survey
100% accuracy send rate and 70% response rate, with a minimum of 1 representative from each participant category
Increase of NPS score year on year
Operate the Closed Loop Process, OLAs met regarding Problem Records
Significant progressive experience, including experience in Service management, technical management and operational experience
Minimum of 2 years previous management experience with direct reports
Ability to identify, recruit and develop a high performing staff
Excellent planning, decision making and problem-solving skills
Ability to be flexible and adapt quickly to change
Proven track record of multiple complex client migrations and renewals and on-going service management
Be available to support the client and direct reports (global) with weekly attendance to the client site
Demonstrated level of success in the development of support teams and individual contributors
In-depth knowledge of CenturyLink’s products and services
Experience of managing relationships at senior level internally and within the customer organisation
Industry knowledge of SLAs, contract terms, service reviews, managed hosting, colocation, datacenter operations, Data Networks and Cloud Computing
ITIL, Prince2, technical certification tracks

Client Relationship Representative Resume Examples & Samples

Handle customer inquiries with a high standard of service in a friendly manner
Be resourceful in gathering information necessary to resolve customer matters
Escalate calls as appropriate ensuring a soft transition if an inquiry is beyond scope of knowledge
Enter appropriate information regarding account issues/activity into the customer tracking system
Fosters a positive team atmosphere in all functions of Customer Support
Maintain a “customer first” attitude at all times
Provide feedback to the company regarding service failures or customer concerns
Demonstrated experience in customer service or a related field
Experience in manufacturing and/or working with other technical products is a plus
Experience working with an order management system is preferred
Ability to communicate effectively, both orally and in writing
Effective handling of multiple projects simultaneously
Ability to work effectively both as a team player and as an individual contributor
Strong Customer Service Focus

Smsf Client Relationship Manager Resume Examples & Samples

RG146 (minimum) or DFP or willingness to commence
At least 12 months experience within SMSF, and experience supporting a financial adviser
Previous experience in administration support
High attention to detail and an ability to work well under pressure

Cleared Derivatives Client Relationship Manager Resume Examples & Samples

Partnering with Prime Brokerage and other product lines to have an in-depth understanding of our clients and therefore understand the commercial opportunities across product lines
Identify and realise commercial opportunities
Negotiate new commission rates and interest schedules
Lead client intelligence gathering so as the CRM we can articulate client size, future plans and organizational structure
Provide ongoing technical consulting and market colour and advice on client trends and the competitive landscape
Build relationships with key decision makers within the client
Attend client pitches and contribute to RFP documents
Become a key contributor to the future of Listed Derivatives and OTC Clearing client tools
An escalation point for non-standard issues
Supporting and educating our clients on new developments in the industry and new offerings to the Morgan Stanley suite of products
Ensuring Operational efficiency
Holding regular review meetings with our clients
Develop and review wider metrics across our full client base to identify and understand client trends
Analytical mindset, good academic record and problem solving skills
Broad understanding and experience of listed and OTC markets – how products trade, settle and are accounted and how the market will be changing in the future
Excellent communication skills, confidence and ability to articulate complex situations
Understand the firm’s structure and identify opportunities to utilize firm resources to meet the client’s needs
Ability to handle pressure, prioritise and multi-tasking during the course of the business day
Experience in client pitches
Previous examples of contribution to system enhancements

100

Client Relationship Representative Finance & Accounting Resume Examples & Samples

Engage in new and existing client development activities. Activities include but are not limited to: sourcing, cold calling, qualifying initial clients, identifying potential end users/decision makers, establishing contact relationships, completing company/department profiles and organizational charts, marketing candidates, identifying national/third party/vendor on premise opportunities, scheduling and conducting new and follow-up client visits
Ensure local market alignment with Finance & Accounting initiatives related to client targeting
Develop value-driven presentations for use during the client visit
Conduct market research and qualify/classify target accounts within local geography. Keep current of market dynamics and trends within specific market and region and forecast client demands
Select and employ appropriate account development strategies/programs
Establish client expectations and effectively communicate to appropriate parties. Advise client on staffing solutions
Facilitate development of professional service agreements (including negotiation of terms when necessary) between Kforce and clients
Coordinate with other field associates once a job order need has been identified and obtained
Leverage Recruitmax to track and maintain current and prospective clients
Determine and implement appropriate marketing techniques for market, industry, and region
Promote Kforce services through participation in professional associations, trade shows, and other public relations opportunities
Bachelor’s Degree or equivalent years of staffing/industry experience, or the equivalent combination of education and experience, required

101

Director, Sales & Client Relationship Resume Examples & Samples

Develop tactical strategies for the market area to support the overall Automotive Finance strategy and business plan and the achievement of the business objectives by
Reviewing input from a variety of sources including the field, business partners, customers, centres of influence, competitive intelligence
Conceptualizing and formulating objectives and tactical strategies by market area
Anticipating and forward planning for potential risks and opportunities
Implementation and communication of tactical strategies and initiatives to achieve business objectives
Providing input and recommendations to the DFC Head to assist with achievement of the Dealer Finance Centre revenue, profitability, ROEE and business volume goals
Lead the implementation of the tactical strategies and initiatives for the Dealer Finance Centre market area by
Defining clearly, roles, responsibilities and business deliverable expectations for direct reports
Obtaining agreement from the direct reports and DFC management partners to ensure successful implementation/ achievement of business objectives
Deploying/engaging resources to support the achievement of strategic objectives
Motivating and focusing the efforts of Direct Reports towards achieving business goals
Negotiating with and gaining support between team members and partners from other Scotiabank Groups (i.e., Enterprise Solutions, Commercial Banking, Wealth Management/Private Banking, Roynat, Scotia Leasing, Regional SVPs, DVPs, Shared Services, etc.) to achieve objectives/overcome obstacles, guiding team members to alternatives to achieve business objectives as required
Acting decisively and positively in order to move things forward in a timely manner
Escalating issues/obstacles/trends to DFC Head as appropriate with recommendations/solutions
Coordinating sales and marketing efforts to maintain above industry survey results (JD Power, internal customer surveys, etc.)
Develop and manage a portfolio of select high value, complex commercial client relationships at an acceptable level of risk by
Cross-selling, upselling credit and non-credit commercial products; maintaining effective follow-up
Developing credit proposals, conducting timely and sufficiently detailed credit reviews
Ensuring all aspects of assigned relationships receive ongoing attention to maintain, improve, grow, and retain the relationship
Maintain the overall quality of the Indirect Retail and Commercial Automotive portfolios and client base, within the established parameters for underwriting by
Reviewing and, in consultation with the DFC Credit staffs, recommending term sheet issuance/declines
Providing guidance and counselling to the authors of all new credits; monitoring/reviewing the quality of all new credits and approving prior to sending credits to the internal credit group
Monitoring/reviewing input on the quality of the Indirect Retail and Commercial portfolios (through dealer segmentation reporting), the client base and the administration of same
Monitoring/reviewing input on the quality of commercial credit presentations
Monitoring/reviewing input on the integrity of commercial credit risk ratings
Monitoring/reviewing input on the adherence to regulatory and internal Bank requirements
Identifying, then initiating and directing the corrective response to negative trends in the Dealer, Manufacturer Indirect retail business originations and the Commercial automotive portfolios
Resolving, on occasion, credit issues with Canadian Commercial Credit and Automotive Finance
Maintain a high market profile within the assigned market area with both internal and external contacts by
Identifying key business contacts, prospects, Manufacturer partners and centres of influence within the market area
Building and maintaining relationships with key players/prospects/contacts
Accompanying Relationship Managers and Area Sales Managers on sales development calls
Identifying and facilitating the involvement of appropriate level team members and other stakeholders to further business interests
Representing the Dealer Finance Centre at various community, social, industry and association functions including participation in speaking engagements to further Dealer Finance Centre business development
Establish and monitor stretch goals for Direct Reports by
Negotiating the plans for all business performance metrics (volume, profitability, customer satisfaction and efficiency objectives)
Monitoring/analyzing results on a regularly scheduled basis
Managing to budget
Identifying, then initiating and directing tactical responses to negative trends
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct
Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team
Related undergraduate degree preferably in business or marketing
Minimum 8 years of experience with commercial automotive relationship management and indirect retail business experience preferably in a sales capacity
Thorough knowledge of Canada's financial services marketplace and expert knowledge of the Automotive Finance market, major customers and competitive positioning
Expert sales management leadership skills
Expert knowledge of indirect retail and commercial automotive programs, products, policies and services
Expert knowledge of financial analysis, risk analysis techniques, credit adjudication
Strong tactical strategic planning and implementation/management skills
Must be able to effectively articulate his/her view to all levels both within the Bank and externally in the marketplace at a senior customer/manufacturer level, both written and verbally including industry/customer public speaking forums

102

Client Relationship Data Specialist Resume Examples & Samples

Maintaining FSG team data in internal databases / files and Baird’s CRM system (Salesforce) to capture relevant data coming from both FSG senior bankers and CRS team members, as well as self-directed desktop research and monitoring of trade association updates
Performing data transfer and clean-up tasks to assist with: 1) the migration of data from excel / word databases and reports into Salesforce and 2) the regular / mass data clean-up of private equity buyer information in internal databases / files and Salesforce
Preparing weekly reports used by the FSG team and Global Investment Banking team
Regularly communicating with others in the Global Investment Banking team to request / confirm information for databases, reports or Salesforce
Providing private equity buyer behavior data and statistics to senior FSG bankers and Global Investment Banking execution deal teams, upon request
Assisting with the research of private equity firms or the private equity industry
Assisting with the preparation of internal and external reports and presentation materials in relation to Baird, the Global Investment Banking team, FSG and / or private equity relationships using propriety information from Salesforce
Performing other duties as assigned

103

Client Relationship Mgr-br Resume Examples & Samples

UAE National with Family Book
Demonstrated ability to handle multiple assignments competently, accurately and efficiently
Well organized

104

Lead Client Relationship Manager Resume Examples & Samples

Provide Program Management expertise in managing Service Level Agreements and other aspects of CenturyLink and the Client contractual agreement
Communicate effectively with peers, superiors and subordinates, as well as C-Level Executives on Client and CenturyLink sides
Coordinate all Client communications including weekly and monthly reporting, crisis management and escalations
Maintain proactive customer communication to foster a high touch Relationship. Develop and maintain project plans and action item lists and conduct regular customer status meetings to keep projects and actions on track with dates and owners
Schedule and lead effective team meetings which will include field and/ or corporate resources
Successfully interact with other organizations within CenturyLink to deliver seamless implementations & service to Clients
Serve as an escalation point 24/7 for production impacting incidents
Incident report creation and distribution
Coordinate change management activities by liaising with Clients, Global Change Management, and the CenturyLink Service Center (activities include patching, CenturyLink standard maintenance, and customer specific changes)
Facilitate resolution of issues pertaining to billing, AR, credit requests and billing disputes
Facilitate order process for customer moves, adds, changes, and deletes
Provide regular CRM audits to ensure an accurate depiction of services, contracts, and procedures
Prepare, schedule and facilitate regular Client service reviews according to established best practices. These reviews highlight existing Client services, any opportunities for new business, the status of account plans, and service levels
Support the CenturyLink Client Loyalty program through customer education, and by encouraging Client contact to participate in the program by providing their feedback. Respond to survey alerts by adhering to the closed loop process
Ability to work independently or as part of a team within a Client site
Strong leadership qualities and strategic skills
Ability to work with both entry level personnel and Senior level executives
Up to 30% travel required
Demonstrated successful Client interaction skills
10 plus years work experience in a similar environment

105

Director Client Relationship Lead / CRM Resume Examples & Samples

Strategy: Develop and drive a clear proposition and vision, lead the evolution of services and identifying opportunities across EMEA
Client service: Act as a senior advisor and drive deep relationships with the EMEA client and internal global leadership team
Business development: Lead in the diversification from pure PR to integrated, well measured, communications
Team Leadership: Nurture a relatively new EMEA account team into a first-class seamless division which have the right people in the right roles and ensure we always meet and exceed expectations
Finance & operations: Lead in negotiations, scoping and financial management with local EMEA teams. Oversee commercial management across the account including management of revenue, staff costs, profitability and over-servicing
As a senior member of the London office, your remit will also involve making wider contributions to the agency overall. This will include leading and supporting cross-office initiatives in respect of marketing, business development, strategy and culture
Extensive experience working on EMEA/Global clients in an established network agency
Senior expertise and understanding of the breadth of services across the integrated PR & communications mix
Excellent influencer with natural authority; able to build strong trusted relationships
Passion for building best in class teams

106

Officer, Client Relationship Resume Examples & Samples

Assist Team Head, Client Relationship (General Insurance) in designing and producing monthly and quarterly management dashboard/reports to Complaints Committee and MACC
Ensure management reports have in-depth analysis on complaints, dis-satisfaction and compliments’ for: current and historical volumes; trend analysis; performance vs. KPI targets; root cause analysis; preventative actions and completion tracking of management actions with insightful views and recommendations
Perform requirements definition and logical design for enhancements and integration of the complaints system into future technologies, including new digital front end systems (e.g. Customer and Distributor web portal using SFDC), new call center systems and workflow/imaging systems
Utilize the complaints management system’s drill down features and ad-hoc reporting to identify patterns and isolate areas/root causes that have linkages to repeated complaints or dis-satisfaction in order to improve customer experience
Review centralized complaints database and perform trend and root cause analysis
Ensure hands on investigations to verify underlying conditions and causes to ensure remedial actions are the true root cause of customer experience complaints and dis-satisfaction
Work with distribution and operations management and staff to monitor the agreed actions to be implemented
Monitor effectiveness of improvement actions’ ability to lower complaints / dis-satisfaction cases related to root causes that have been addressed
Follow through rectification and improvement actions to ensure actions are completed within the agreed time. Perform improvement action reporting and escalation (as required)
Provide other support to Team Head of Complaint Management e.g. training material development, internal and external reporting and presentations, quality assurance and audit reviews, etc

107

Client Relationship Resume Examples & Samples

Primary focus of this position is to interface with the client’s internal service management functions and manage the FIS internal service management. ITIL certification and service management experience are required
Manages operational aspects of projects and is responsible for oversight of vendors and subcontractors
May lead personnel who assist in the management of the client relationship. Selects, develops and evaluates personnel to ensure the efficient operation of the function
ITIL certification is required
Service management experience is required
Displays strong leadership qualities, decision making abilities and strong business judgment

108

Lead Client Relationship Manager Resume Examples & Samples

Provide Program Management expertise in managing Service Level Agreements and other aspects of
Must possess initiative with strong analytical, problem solving skills and ability to make complex decisions
Prioritization and time management skills. Ability to execute tasks in a high-pressure environment is
US-citizen with the ability to favorably pass the HSPD-12 adjudication process
Experience with NIST 800-53 rev.(4) categorizations
Minimum 5 to 7 years progressive program management experience, including 1 to 3 years in consulting

109

Director of Client Relationship Managers Resume Examples & Samples

Develop and communicate strategic goals
Serve as a resource for other team members, based on a strong working knowledge of team's responsibilities and goals
Function as a consultant and business partner to other organizations within ADP
Serve as an acting backup to other leaders, providing leadership, guidance and direction to team members in the absence of the leader
Bachelor's degree and/or its equivalent in education and experience
CPP or FPC certification
Proficiency and in-depth knowledge of all pertinent ADP HR, Payroll and Benefits policies and procedure
Experience in managing a team of Client Account Executives (Relationship Managers) (individuals whom are responsible for managing/retaining a large business-to-business client portfolio)
Ability to communicate effectively to all levels of internal and external contacts verbally and in writing
Ability to manage a team and develop leaders
Ability to assess team members' performance and provide motivational support
Strong client relationship building skills
Ability to recognize basic procedural issues as they arise, and escalate to the appropriate level
Proficient using Microsoft Office
Prior leadership training

110

Head of Service Client Relationship Resume Examples & Samples

Experience of leading and delivering complex projects, medium-term and long-term timeframes, major resources and project deliverables
Ability to have the robust/difficult conversations with customer, third party suppliers and stakeholders
Excellent product and knowledge of customer’s IT systems and applications is required
Business acumen & background, clear understanding of customer priorities
Leadership skills to motivate others and vision to set strategic direction, ability to lead across multiple disciplines
A proven track record of delivery
Experience of managing client expectations around agreed contract deliverables
Experienced practitioner of a formal Project Management methodology such as PMP, Prince2, APMP, ITIL qualification, Risk Management Qualification or 6 Sigma
Background / Experience contract & service transformation
Background / Experience strategy, cost & resource control
Excellent customer engagement, negotiation and CxO relationship development
Excellent interpersonal skills, presentation, gravitas and personal confidence
Confident directing teams, goal setting

111

Retirement Services Client Relationship Account Manager Resume Examples & Samples

Identifies and coordinates specific ongoing customized client service needs including plan design exceptions, documentation exceptions as requested by both client and Financial Advisor to ensure
Develops and maintains knowledge of IRS and ERISA regulations pertaining to the 401(k)/S125 products to provide optimal service and technical guidance regarding plan maintenance and to ensure plan compliance with all regulations. Utilizes this information to review plans in book of business on an annual basis, at minimum, with client and their Advisors
Conducts client visits for current clients both for clients experiencing difficulties, or upon client request to maintain/strengthen client relationships
Conducts web seminar meetings with clients and their employees to encourage maximum employee 401(k) plan participation for assigned clients
Communicates with outside parties, including CPAs, attorneys, auditors, and third party vendors, to assist with client plan management and to resolve audits and compliance matters in a timely manner
Maintains a partnership with Sales to assist in the creation of a needs analysis, presale document review, and setting of client expectations as at all points of a clients' lifecycle with Paychex
Acts as the primary contact (Conversion Coordinator) for the client and all interested parties during conversion/setup process. Develops, documents, delivers, and discusses plan and schedule with each client to ensure accurate conversion/setup
Establishes and manages communications regarding Financial Advisors books of business, to include metrics, book of business performance, participation, etc. Also acts as a point of contact for advisors and is responsible for maintaining a positive relationship with these essential business partners

112

Client Relationship Team Lead Resume Examples & Samples

Performs supervisory responsibilities for team members
Performs any function of the team when needed
Performs training for the team members
Responsible for the writing, revising, and/or reviewing of the client relationship team policies and procedures
Escalates issues to the Director of Mortgage Servicing for discussion and resolution
Performs a review of any and all work of the Client Relationship Specialists
Provides periodic reporting to the Director of Mortgage Servicing to include, but not limited to current work load, challenges and opportunities
Supports the role of the Client Relationship Specialist by participating in introductory calls with clients and will be heavily involved in post-closing transactions such as the partial release of collateral, ownership change, review of easements or any other request requiring review and approval
Provide overall support to team members, fellow employees and management
Mortgage servicing or asset management experience with HUD insured mortgage loans for housing and/or healthcare properties
Effective leadership and team building skills
Proficient in MS Office Suite (Word, Excel & Outlook)
Outstanding customer service skills
Supervisory experience with an emphasis on providing support to both the team and the Director of Mortgage Servicing
Advanced skills in a primarily electronic environment (Electronic mail, task tracking, project management and document storage)
Strong reporting and analysis skills
Professional and polished written and verbal communication skills
Patient, supportive and empathic qualities
Must be able to manage a project and complete timely with the appropriate amount of communication and follow up

113

Client Relationship Representative Resume Examples & Samples

Learn product attributes and how they can support student learning
Ensure product offering aligns with client's educations goals
Create and maintain long-term relationships with individual clients and small corporate clients
Ensure client is informed about certification process and costs associated with this process
Perform outbound call campaigns as directed by management
Maintain CRM database
Analyze identified problems to isolate best practices and solutions
Associate's Degree in business related field
Two or more years of sales/client service experience, preferably in the financial field
Demonstrated ability to persuade clients into making a purchase and be persistent
Communication skills, both verbally and electronically, to transmit information accurately and understandably, and to actively seek feedback to ensure student understands product attributes and education process
High energy and self-motivated and ability to work in a complex environment
Ability to relate and respond professionally to client needs to their satisfaction
Management of special projects opportunities as directed

114

Operational Client Relationship Manager Resume Examples & Samples

Serve as senior point of escalation for Morgan Stanley's top revenue generating clients for operational issues across products and ops functions
Develop and enhance clien
7+ years of experience in financial industry within Operations processing roles
Proven experience with external institutional client communication and interaction
Involvement in Industry initiatives via working groups, advisory groups or panel discussions
Established relationships with the vendor and industry utility community
Familiar with location strategy

115

Client Relationship Administrator Resume Examples & Samples

You will act as a Client Advocate and interface between all relative departments on the Client's behalf
You are able to provide consultative options/approach for client requests demonstrating knowledge of market regulations and requirements for Mutual Funds and Retirement Solutions
Manages Service Level Agreements and contractual obligations
You can effectively maintains client relationships and achieves high client satisfaction results
Provides timely and accurate updates to clients regarding inquiries, issue resolution and statuses of work in progress
Externally collaborates with clients and be able to
Meet and travel for client visits
Prepare Business Review documents
Facilitate and/or participate in client webinars and presentations
Coordinates client conversions and testing
Quickly assess issues, figure out their impact, and identify steps to resolution
Address and raise critical concerns
Additional tasks as required
You possess strong organizational, verbal and written communication skills
Capability to thrive in a dynamic working environment
Proficient in Microsoft Suite
You are able to work in an ethical, professional manner with a client centric focus
Self-motivated and results driven with strong problem solving skills
Values being part of a diverse team

116

Human Resource Client Relationship Manager Resume Examples & Samples

Effective management of clients
Possesses a complete understanding of our clients' financial position and objectives, business objectives, strategic objectives and requirements to proactively demonstrate and deliver increased value through life cycle of the client
Demonstrates flexibility in the face of change by quickly adjusting behavior
Ability to build relationships with clients

117

Human Resource Client Relationship Manager Resume Examples & Samples

Coordinates client projects, resolution of critical service issues, and follow-up to quality survey feedback. Determines the components of projects and prepares comprehensive project plan and scope of all required activities across product and service platforms. Communicates status and next steps to the client and appropriate internal ADP partners
Performs strategic account review with the client to reinforce the ADP value proposition by maintaining comprehensive and timely records on service activities. Adheres to standard ADP tools and processes (i.e.., tracking calls in CRM System, case management, etc.). Produces detailed trip reports and distributes to all appropriate parties
Bachelor degree in Business, Accounting, Marketing, HR or equivalent in education & experience
CPP, PHR, SHPR or CEBS certifications preferred
Extensive experience building relationships and understanding a client's needs is essential
Expert knowledge of ADP's infrastructure and ADP's traditional and new product/services in business processing and outsourcing required

118

Human Resources Client Relationship Manager Resume Examples & Samples

Effective management of MAO clients
Develops and enhances strategic business partnerships by fully engaging and building trust with our clients' key decision makers to drive client retention/improve loss prevention
Minimum of 5 years experience in a professional services, implementation, client services, sales, human resources or payroll/finance environment with a proven proficiency in managing client relationships
Ability to plan strategically

119

Home Lending Corporate Client Relationship Manager Resume Examples & Samples

Understand Chase Strategy and communicate value proposition to team and clients
Represent Chase effectively with Senior Executives & Business Leaders within Fortune 1000 companies
Partner closely with Business Development, Sales, Operations & Underwriting internally to support client’s needs
Lead Client Account Managers to focus them on sales & relationship building activities that increase leads & penetration within existing clients
Manage Client Service Management function focused on direct billing support, receivables and client follow-up
Mentor team to operate at senior levels with client partners
Focus team on increasing lead flow from existing clients including events at client sites; supporting client unique needs & becoming the trusted industry expert on
Working knowledge of all operational policies and practices to effectively represent process
Represent client perspective to all internal departments
8-12 years Home Lending experience is preferred
8 years Mobility Industry experience is preferred

120

Client Relationship Manager for Germany & Austria Resume Examples & Samples

Assist in the development and expansion of the Lyxor Asset Management franchise in Germany and Austria
Manage relationships with all clients whose business was generated by local sales by ensuring close follow-up of key accounts in conjunction with sales representatives
Constitute the interface between all stakeholders involved in the Client Relations (Sales, Fund Management, Compliance, Legal, Engineering, KYC, Operations)
Contribute to retain Clients' assets
Support sales to raise new assets
Take in charge KYC process (with SG and relative Transfer Agent) and fully onboard new clients in collaboration with sales
Coordinate with Marketing, Legal and Compliance departments to approve material for distribution to clients and prospects
Participate, as sponsor or coordinator, to projects which enhance services to clients in the region
Be involved and actively contribute to marketing budget management and monitoring, organize events and marketing campaign for the region
Handle claims raised by clients of the region, in cooperation with Head of CRM
Act in line with compliance and regulatory rules
Ensure clients' satisfaction as a whole
Master’s degree with specialization in Finance
Ideally 2-3 years of experience
Comprehensive knowledge of Asset management products and services
A good understanding of portfolio management theory
Project management and organization skills
Strong ability to multi-task large projects while maintaining consistency with regular client demands
Strong analytical and data synthesizing capabilities and be proficient in analyzing information, developing the message and understand how to position Lyxor Investment solutions
Fluency in German and English is essential, French is a plus
Excellent communication skills (oral and written) and the ability to interact well with Senior Leaders, Clients, and other related Service Providers
Ability to communicate difficult concepts in a simplistic format
Operational efficiency and ability to think and act fast, in respect with Compliance and regulatory rules
Capacity to step back to analyze issues and situation and propose solutions
Strong commitment to provide quality customer management
Team oriented and high collaboration skills
Very good interpersonal influencing and negotiation skills in working with groups both internally and externally
Continuous desire to learn and be curious

121

Community Markets Division Client Relationship Manager Resume Examples & Samples

Partners with the Division Executive and division leadership team to develop and execute a client-centric service strategy and related initiatives that deliver growth and client satisfaction within an appropriate risk profile to the Community Markets division nationally
Accountable for business metrics including client survey results, expansion of client services, client acquisition/retention and other metrics as defined by the Community markets strategy
Responsible to ensure a strong practice management model is in place and that Financial Advisors and Client Associates can articulate and have a documented service model that reflects a consistent onboarding process, and ongoing client reviews of service needs/ capabilities
Roll out new policies and procedures in support of the Community Markets strategy
Manages regulatory, operational and client service risk, ensuring all CRMs, Client Associates and Operations Associates are protecting the interests of the firm while enhancing the client experience
Ensures successful branch exams, corporate audits and regulatory visits across the division, and proactively identifies challenges and possible solutions that can be leveraged across the segments
Leverages capabilities of the broader enterprise to deliver support for the market teams, and to bring solutions to partners across the firm
Builds an ongoing talent acquisition and development process for CRMs and CAs ensuring a strong candidate pipeline and training/development resources for employees at every stage of their career
Serve as a champion for the CRM and CA role across the Community markets division; lead ongoing career development and talent acquisition process for CRMs, ensuring a strong candidate pipeline and training/development resources for employees at every stage of their career; actively guide continued evolution of the CRM role
Provides succinct, strategic, candid, timely and proactive communication to division leadership to compel performance and change
Engaged with the business and visible across division via in-person visits and communication routines
Works closely with Market Executives to understand their unique market needs and provide guidance around functional roles and specialization that FAs may need to grow their business
Develop partnerships with Technology/Operations, Product & Service groups and Banking organizations in the development and execution of client-centered initiatives
Continuously learning and developing intellectual capacity, staying current with industry trends, regulatory changes and best practices

122

Client Relationship Team Leader Resume Examples & Samples

Accurately and efficiently review written business across all inbound sources including paper, EFT, web based portals. Upon review issues/errors should be identified and resolved in order to finalize contract processing for invoicing. Reconciliation of account balances post invoicing to identify aged receivables, and potential production hang ups
Respond to open action items (Salesforce cases) from clients involving financial transactions for compliance integrity
Pro-actively address Regulatory Affairs directives involving cancelations and refunds to consumers and / or lenders, by applying institutional knowledge to investigate said complaints
Provide technical support to our clients and marketing staff on all TWG software and web interface, such as password resets, website and browser compatibility and functionality
Review and correct Electronic File Submissions (EFT) of premium, identify and resolve rejected and / or error policies
Utilize product knowledge skills to support marketing staff and clients regarding eligibility guidelines, in order to mitigate risk and exposure. Ensures primary quality control functions are adhered to, monitors work quality and metrics, and assist in department scheduling. Evaluations of Pods will be based on management evaluation of SLA’s
Investigates escalated customer / marketing client complaints that can’t be resolved at the CRA level. This would include customer complaints and hang-ups involving gaps in the supply fulfilment and delivery pipeline. Respond and resolve customer complaints in a timely fashion documenting breakdowns in order to modify standard operating procedures (SOP)
Work with other internal departments and external vendors to ensure sufficient stock of required supplies / product to ensure no downtime impacting sales from our clients and organic growth for our company
Provides and recommends development or revisions for departmental policies and procedures
Leverage interdepartmental relationships in gathering of requirements for delivery of new product proposals, rate requests and or enhancements of new product offerings which ensures company competitiveness in the speed to market delivery of new products
Post-Secondary degree or certification, in Business, Insurance, Finance or other related field
2 years of general business background preferably in the Insurance, Automotive, Warranty or Banking / Finance Industry
Bachelor’s degree in Accounting, Business, Insurance or Finance preferred
2-3 years of experience preferably in the Insurance, Automotive or Warranty Industry
Experience and knowledgeable within the Salesforce.com platform preferred
Team lead or supervisory experience a plus
Proficient in Microsoft Office Suite, with emphasis in excel
Working knowledge of Salesforce applications
Experienced in a high work volume environment with the ability to multi-task, and handling multiple competing priorities
Must have the flexibility for scheduling work hours until 7:00 PM Central (Rotational basis)
Highly motivated and very detailed self –starter
Proficient interpersonal skills to effectively work with CRA’s and management

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