Client Relationship Specialist Resume Samples

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D Lind

Demarcus

Lind

6664 Tremblay Isle

Houston

+1 (555) 580 0225

6664 Tremblay Isle

Houston

Phone

p +1 (555) 580 0225

Experience Experience

Chicago, IL

Client Relationship Specialist

Chicago, IL

Bruen-Olson

Chicago, IL

Client Relationship Specialist

Provide overall support to fellow employees and management as time permits
Assist client in all aspects of account management including account reconciliation and reporting requests
Manage the customer service workflow processes and protocol
Perform regular business reviews; communicate the value proposition of the program; and identify program improvements at the client level
Provides assistance with marketing duties, compilation of prep-published content, formatting, and distribution
Assists with maintaining and monitoring regulatory compliance and works directly with firm CCO
Performs a quality control audit by reviewing the new loan input in servicing software

Los Angeles, CA

Investment Banking Client Relationship Specialist

Los Angeles, CA

Spinka Group

Los Angeles, CA

Investment Banking Client Relationship Specialist

Perform other duties as assigned
Interact closely with industry and product teams to 1) identify potential transaction opportunities for private equity firms and the portfolio companies they own, 2) track and monitor the Investment Banking department’s various interactions with portfolio company targets and 3) proactively solicit feedback from FSG and industry bankers regarding new and previously identified transaction opportunities and identify the next steps to be taken to secure a transaction engagement. Also facilitate relationships with these internal teams to gain insights about their practices and continue to build best-in-class practices within investment banking
Support FSG new business generation by helping the groups’ senior banker(s) introduce opportunities and encouraging ongoing dialogue between investment banking industry and product teams and potential private equity clients
Interact closely with industry and product teams to 1) identify potential transaction opportunities for private equity firms and the portfolio companies they own, 2) track and monitor the Investment Banking department’s various interactions with portfolio company targets and 3) proactively solicit feedback from FSG and industry bankers regarding new and previously identified transaction opportunities and identify the next steps to be taken to secure a transaction engagement. Also facilitate relationships with these internal teams to gain insights on their practices and continue to build best-in-class practices within investment banking
Monitor daily investment banking industry publications for developments involving private equity clients and the portfolio companies they own
Performs other duties as assigned
Work closely with transaction execution teams throughout the pitch and engaged deal process to provide information and insights on private equity firms that have been recommended for sell-side engagements, tracking deal milestones involving private equity clients and providing private equity relationship buyer behavior analysis

present

Houston, TX

Client Relationship Specialist Senior

Houston, TX

Goyette LLC

present

Houston, TX

Client Relationship Specialist Senior

present

Supports IC business plan and may identify opportunities for expanding relationships
Responds to ad hoc portfolio, regulatory, market, and investment strategy specific queries both verbally and in writing
May coordinate other fiduciary responsibilities related to trusts and IRAs (i.e. discretionary distributions, valuations)
Communicates with clients and advisors on various account and/or transactional processes and oversees client communication materials
Coordinates with internal and external teams to on-board new account relationships (information collection, documentation and approval compilation, open and fund accounts)
Leads and oversees multiple aspects of the client relationship including cash management, distributions, contributions, asset allocation, investment actions, client/account maintenance, and client inquiries. Coordinates with internal and external teams as necessary
Builds rapport with clients and intermediaries to maintain a positive working relationship in order to leverage IC team. Acts as the client advocate in order to retain, preserve, and deepen existing relationships

Education Education

Bachelor’s Degree in Self

Central Michigan University

Bachelor’s Degree in Self

Skills Skills

Strong operational knowledge of investment products (mutual funds, variable annuities), risk products, and bank products. (REQ.)
Technical learning: Can learn new skills and knowledge quickly and is good at learning a new industry, company, product, or technology
Ability to manage relationships remotely using email, phone communication, webinars, and other available technical resources
Solid knowledge of financial planning industry and First Command business practices. (REQ.)
Healthcare IT background or Healthcare Financial Management experience is highly desirable
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Great ability to seek, recognize and act upon opportunities to expand business relationships with clients
Demonstrable communication, relationship, sales and team skills
Broad knowledge and understanding of BMO InvestorLine Inc. products and services
Excellent customer service skills

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Client Relationship Specialist Resume Examples & Samples

Provides professional quality service and sales to clients
Answers client inquiries regarding BMO InvestorLine products, services, account positions and balances
Seeks, recognizes and acts upon sales/referral opportunities to expand business relationships with clients
Accepts purchase/sale orders and provides stock quotes in a courteous, professional and knowledgeable manner
Resolves issues and reports any discrepancies to Supervisor, Client Relationship Team or Manager, Client Relationship Team
Provides input to the development and achievement of team objectives
Works toward meeting productivity goals
Acts independently within specific industry guidelines
Full flexibility with work schedules
Fluent Bilingual in Cantonese and or Mandarin an asset
Fluent in English and French required
University or College diploma/degree or equivalent experience
Valid Canadian Securities Course (CSC) (i.e. successful completion within the last 3 years or extension through the IIROC program)
Conduct and Practices Handbook, Derivatives Fundamentals Course and Options Licensing Course are highly desired
Exceptional telephone and communication skills

Client Relationship Specialist Resume Examples & Samples

Owning and pro-actively managing a portfolio of key client relationships
Ensuring all SS&C GlobeOp service levels meet client expectations
Building trusted relationships with the Clients' key contacts (CFO, COO, etc.)
Capturing client feedback to drive strategic change initiatives and trend analysis
Organizing and chairing formal service level review meetings with clients
Articulating the benefits of SS&C GlobeOp services and business model to clients
Incorporating client initiatives, needs, and structures into formal account plans
Fostering strong internal working partnerships within all SS&C GlobeOp service areas
Identifying cross-selling opportunities and selling to existing client base
Developing and translating MIS into process / service enhancement recommendations
Working closely with sales team and contributing to marketing efforts
Maintaining knowledge of industry trends and their potential impact on SS&C GlobeOp
Occasional travel in the US required
Minimum of 3 years experience in financial services (preferably investment banking, asset management, hedge fund or capital markets)
Demonstrable communication, relationship, sales and team skills
High level of comfort preparing and leading client presentations
Significant degree of self-motivation and direction
Tact, professionalism, and savvy in resolving escalated client issues
Ability to generate ideas, leverage MIS, and suggest process improvements
Experience working closely with senior-level management
Related experience managing client relationships within Hedge Fund Administration, Sales, Trading, Risk Management, Operations, OTC Derivatives, or Fund Accounting areas a plus
Experience in investment banking, asset management, hedge funds, capital markets a plus

Investment Banking Client Relationship Specialist Resume Examples & Samples

Work closely with transaction execution teams throughout the pitch and engaged deal process to provide information and insights on private equity firms that have been recommended for sell-side engagements, tracking deal milestones involving private equity clients and providing private equity relationship buyer behavior analysis
Prepare internal and external reports and presentation materials in relation to Baird, the Global Investment Banking group, FSG and/or private equity relationships
Support FSG new business generation by helping the groups’ senior banker(s) introduce opportunities and encouraging ongoing dialogue between investment banking industry and product teams and potential private equity clients
Receive, initiate and/or follow-up on client communications. Be comfortable in supporting the development of relationships with investment professionals at private equity firms, including managing relationships with firms not covered by a senior FSG banker
Ability to tolerate peak workloads, to deal with constant interruptions and to maintain flexibility and composure in a high volume, high intensity, hectic environment. Must be able to handle heavy workload for a number of Global Investment Banking projects simultaneously and prioritize assignments accordingly. Availability to work outside of normal business hours, including some weekends, is required
Interact closely with industry and product teams to 1) identify potential transaction opportunities for private equity firms and the portfolio companies they own, 2) track and monitor the Investment Banking department’s various interactions with portfolio company targets and 3) proactively solicit feedback from FSG and industry bankers regarding new and previously identified transaction opportunities and identify the next steps to be taken to secure a transaction engagement. Also facilitate relationships with these internal teams to gain insights on their practices and continue to build best-in-class practices within investment banking
Monitor daily investment banking industry publications for developments involving private equity clients and the portfolio companies they own
Bachelor’s degree that includes at least one Accounting class is required. 2-5 years of previous experience in a financial services or professional services organization is preferred
The ideal candidate will possess a strong work ethic, a demonstrated record for excellence and have the ability to function equally well in both a team setting and on a self-directed basis
Must be able to work with internal and external clients, including directly reporting to and communicating with senior banker(s) in other Baird offices on a daily basis via email and telephone
Must be detail-oriented and recognize errors in numbers, spelling, grammar and punctuation; must demonstrate good follow-through skills
Thorough working knowledge of Microsoft Office, with an emphasis on Microsoft Excel and Microsoft PowerPoint is required. Must also be very skilled in the use of various internet information data providers and have demonstrated an ability to undertake research projects
Strong critical thinking, analytical and communication skills required

Client Relationship Specialist Resume Examples & Samples

Successful completion of Canadian Securities Course, Conduct and Practices Handbook, Derivatives Fundamentals Course and Canadian Options Course
University or Community College diploma/degree or equivalent experience
Strong math skills – ability to calculate margin requirements

Client Relationship Specialist Resume Examples & Samples

Promptly responds and provides periodic updates to all customer inquiries
Regularly researches online resources for agency handbook content and periodic updates
Facilitates and diligently documents post-closing transaction initiation, progress and completion, including and not limited to change in ownership, management changes, partial releases of collateral, etc
Maintain loan servicing files with detailed documentation in an organized manner
Performs a quality control audit by reviewing the new loan input in servicing software
Performs all borrower introductory calls related to the closing of a new loan
Promptly distributes loan statements, escrow activity reports or other loan related information to borrowers upon request
Completes and returns all auditor confirmation requests
Prepares payment collection schedules and/or processes payment changes in a timely fashion for various escrow accounts including, but not limited to Mortgage Reserve Fund, Mortgage Insurance Premium and Replacement Reserves
Processes and documents any change in borrower contact information
Assists borrowers with any inquiry, request or troubleshooting issues related to LoanStat, the borrower online access tool
Reviews HUD issued Mortgage Insurance Premium schedule for accuracy and trouble shoots any discrepancy with the HUD office
Provide overall support to fellow employees and management as time permits
Participate in pool to provide back-up support in the absence of Front Desk receptionist
Highest degree of integrity
Strives for 100% accuracy and compliance with handbook regulations
Ability to adapt in a growing/changing environment
Dependable
Willing to learn and perform any/all assigned duties

Client Relationship Specialist Resume Examples & Samples

An undergraduate degree, or completed coursework, in any major
Actively pursuing a degree
Experience or training related to serving clients, building relationships, or communicating effectively
A current securities license or the interest in obtaining them at Vanguard

Client Relationship Specialist, Investorline Resume Examples & Samples

95%: Service and Productivity
Projecting a positive and professional image showing each customer that they are highly valued, demonstrating to customer honesty and conducting all communications in accordance with established Customer Conversation Strategy
Managing work within a number of specific productivity targets
Take “ownership” of customer satisfaction by handling any problems/issues effectively, with empathy and escalating as appropriate
Ensure trading instructions and all ticket creations are executed with accuracy
5%: Personal Development
Successfully meet all core courses and IIROC CE requirements
Takes appropriate steps to update skills and abilities to maintain capabilities within the current role position. Understands the need for ongoing training and learning. Responds constructively to feedback and suggestions
Takes the initiative for identifying and acting upon personal skill areas to be developed. May seek opportunities to apply new learning outside current job scope
Great ability to seek, recognize and act upon opportunities to expand business relationships with clients
Must be resourceful, patient and resilient
Operates in multiple working relationships/partnerships/environments
Fully bilingual, French and English

Client Relationship Specialist Resume Examples & Samples

Drive Key Relationships in Customer Base
Set Customer strategy with Sales and Drive execution
Develop and maintain positive client relations and coordinates with various functions internally within the company to ensure client requests are handled appropriately (i.e. within time and budget) while balancing client needs with company profitability
Ensures that all appropriate resources are available and utilized effectively and efficiently to maximize overall business management services and corporate profitability
2+ years serving Healthcare customers in an Account Management, Customer Service, Operations or Sales roles
Ability to manage relationships remotely using email, phone communication, webinars, and other available technical resources
Self-starter with an entrepreneurial spirit and the ability to work remote and independent
Ability to build consultative strategic relationships at C-suite level
Familiarity with Revenue Cycle Solutions for hospital clients
Healthcare IT background or Healthcare Financial Management experience is highly desirable
Knowledge of RelayHealth Financial products is a plus

Client Relationship Specialist Resume Examples & Samples

1 – 5 years’ experience in either: call center, customer service or help/service desk environment
Very good computer skills and ability to learn various internally created programs
Enjoys working with customers and has a patient demeanor
Ability to understand technical terms, processes, and applications
Ability to quickly learn about new products and features

Client Relationship Specialist Resume Examples & Samples

As team’s primary Client Contact Specialist (CCS), schedules appointments for Advisors by proactively contacting “unassigned” clients and manages Advisors calendar. In the advisors absence, manage voice and emails to ensure clients are responded to in a timely manner
As CCS, expertly executes administrative assistance in support of NB client service workflow to include client contact, appointment scheduling, workflow management and production records
As team’s primary Client Research Specialist (CRS), prepares correspondence/transmittal guidance for Advisor to use with client requests and plan presentations. This provides information to Advisor related to what checks to collect, signatures needed, signature guarantees needed and what level of medallion guarantee to obtain, order for submitting forms so transfers/processes occur in correct order, guidance for obtaining forms for dollars outside First Command, any pending issues that need to be addressed with client before documents can be processed, etc
Requires extensive knowledge of investment and insurance products, processes and procedures (including Financial Plans and Asset Management Solutions (AMS), paperwork processes, and problem resolution. Must have understanding of corporate, federal, state, and business partner rules and regulations regarding conduct, recordkeeping, and Advisor production
Receive action items via multiple avenues requiring prioritization and delegation as necessary. Review daily reports and take appropriate action. Manage expectations of both NB Advisors and clients amidst competing priorities
Research issues within established turnaround timeline. To include client requests and OPAI research (multiple options, data errors, time frames, etc.)
Review recommendations and premium calculations to ensure correct riders and amounts are quoted for policies or annuities
Tracks and follows up on suspense actions. Suspense actions include all cover memos, mode of payment forms, service actions, and documents related to Advisor payment, research/problem resolution items
Requires superior communication skills for understanding without prejudice and the ability to decide what actions are required. Able to express ideas, give clear directions and conciliate when communicating difficult information
Through team communication, be able to recognize problems, formulate solutions, make judgments, and take appropriate action. Use these interactions to make recommendations for process improvements
Ability to negotiate solutions requiring cooperation with others to achieve satisfactory results for all involved (which may include any combination of client/company/Advisor or others)Work independently under pressure with minimum supervision setting own work goals and delegating tasks when necessary
In a back-up capacity, determine appropriate forms (subject to all state jurisdictions) to support recommendations of entire plan (AMS, Insurance, Investments, Annuities, Bank products), mode of payment forms, transfer documents, etc. and provides guidance for document requests that will be handled primarily by the team’s Administrative Assistant (AA.)
As required, tracks cover memos and conservation reports to ensure correct award of New Money Revenue Credit (NMRC) and Conservation Credit (CC) which requires constant interaction with the Transfer Agency and Production Records departments
One (1) year Administrative Assistant experience. (REQ.)
Call Center or Customer Service experience. (PREF.)
Strong interpersonal, communication and time management skills. (REQ.)
Outstanding multi-tasking and decision making skills. (REQ.)
Strong analytical, technical, and problem solving skills. (REQ.)
Strong operational knowledge of investment products (mutual funds, variable annuities), risk products, and bank products. (REQ.)
Solid knowledge of financial planning industry and First Command business practices. (REQ.)
Ability to handle a wide variety of situations, deadlines and challenges in a dynamic, high-tempo office environment. (REQ.)
Ability to interpret published procedures and policies of the organization. (REQ.)
Ability to discreetly handle sensitive and confidential information. (REQ.)
Ability to act as a back-up AA as necessary. (PREF.)
Strong technical understanding of all products offered by First Command Financial Planning Advisors. (PREF.)
Proficient in all related technology platforms (including: Phoenix, CRM, DST TA2000, DST Vision, SunGard Planning/Wealthstation, and MS Office suite). (PREF.)
Experience with process improvement initiatives. Comfortable with business process design and re-engineering. (PREF.)

Client Relationship Specialist Senior Resume Examples & Samples

Leads and oversees multiple aspects of the client relationship including cash management, distributions, contributions, asset allocation, investment actions, client/account maintenance, and client inquiries. Coordinates with internal and external teams as necessary
With minimal supervision, manages regulatory requirements mandated for trust companies and registered investment advisors, including trust committee review
Builds rapport with clients and intermediaries to maintain a positive working relationship in order to leverage IC team. Acts as the client advocate in order to retain, preserve, and deepen existing relationships
Supports IC business plan and may identify opportunities for expanding relationships
Strategizes with IC to establish a process/service model for addressing client needs
Communicates with clients and advisors on various account and/or transactional processes and oversees client communication materials
Coordinates with internal and external teams to on-board new account relationships (information collection, documentation and approval compilation, open and fund accounts)
May coordinate other fiduciary responsibilities related to trusts and IRAs (i.e. discretionary distributions, valuations)
Attends client/intermediary meetings as appropriate
Responds to ad hoc portfolio, regulatory, market, and investment strategy specific queries both verbally and in writing
Participates in projects related to the business’ and team’s overall business priorities
Experience in the financial or investment management industry and proven client servicing abilities
A good working knowledge and understanding of capital markets
In-depth knowledge of financial industry, investment recommendations and strategies, fiduciary practices, and the investment advisory and wealth planning business
Demonstrates working knowledge of CG mandates, investment vehicle structures, fees, different CG business models, internal policies, reporting and regulatory requirements
Excellent communication skills including strong written, verbal and listening skills
Strong initiative, teamwork and organizational skills are essential with the ability to prioritize multiple requests from a variety of sources
Analytical skills and strong technical skills along with attention to detail
The ability to forge relationships with others inside and outside Capital Group that are based on mutual respect, loyalty and trust
Industry recognized professional designation a plus (FINRA Series 65 strongly encouraged)

Client Relationship Specialist Resume Examples & Samples

Undergraduate degree required; MBA or other graduate degree desirable
Outstanding record of academic achievement
5-7 years of direct client-management experience in a consultative product or services environment
Prior management consulting experience is highly desirable
Experience within a SaaS and/or digital product company a plus
Proven record of leadership in a work setting
Ability to communicate complex ideas effectively, both verbally and in writing, in English and the local office language(s)

Client Relationship Specialist, ERS Resume Examples & Samples

Establish and deepen relationships with clients by understanding their business objectives and providing exemplary support as their primary contact within ERS
Conduct on-going client meetings to review client status, address client issues, provide use case examples for leveraging ERS services and communicate new feature releases
Communicate frequently with clients on updates, information, concerns and suggestions
Serve as the customer’s voice within ERS
Proactively anticipate customer needs and identify any potential issues. Create recommendations and Identify opportunities for potential upsell opportunities and create value story specific to opportunity
Organize and conduct on-boarding and training
Responsible for project management, driving internal contacts to ensure timely deliverables to the client
Create and deliver recurring client value reporting; highlight customers strategic successes and provide ongoing recommendations for further optimization
As part of the responsibilities for this role, you will understand and readily support Envestnet’s established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Experience acting as a Client Relationship Specialist or Account Executive in a financial services environment
Demonstrated ability to employ new ideas, concepts, and methods
Proficient writing and communication skills
Client based training and education
Ability to be successful in a collaborative, team environment

Senior Client Relationship Specialist Resume Examples & Samples

Minimum of 2 years in a client service capacity
Understanding of the financial services industry and/or securities industry is required
Solid understanding of regulatory and compliance policies associated with brokerage business
Demonstrated experience handling client concerns and issues with tact and diplomacy
Demonstrated passion for building strong, personal relationships with our clients and the ability to uncover client needs
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Effective time management skills, with the ability to prioritize issues and invest time where appropriate

Client Relationship Specialist Resume Examples & Samples

Act as the customer advocate within North American Transaction Services (NATS) and serve as the first point of contact for clients
Review clients’ accounts daily and proactively identify potential issues, resolve issues prior to client impact and identify potential improvements/enhancements for managing the account
Act as a liaison between the client and our Volvo Group business partners for all pricing questions or issues
Perform regular business reviews; communicate the value proposition of the program; and identify program improvements at the client level
Develop and sustain comprehensive knowledge of assigned clients’ business and their account with NATS
Actively participate as a member of a cross-functional, regional team and serve as back up as needed
Develop close relationships with the business’ internal functional areas to gain a detailed understanding of the processes and procedures. These areas will include Risk Management, Credit, Sales and Marketing and IT
Quickly and accurately respond to all incoming customer service calls, following through with the appropriate cross-functional areas when necessary to deliver exceptional customer service to North American Transaction Services customers
Assist client in all aspects of account management including account reconciliation and reporting requests
Manage the customer service workflow processes and protocol
Prepare, handle and/or appropriately direct all customer correspondence according to applicable Company procedures
Assist the client in defining custom reporting requirements, as needed, and work with internal IT department in creating report specification document, performing QA once report is created, and delivery of report to client
Review current processes and procedures regularly and identify process improvements that will be beneficial to the client or program and work with internal departments to implement improvements
Participate in periodic on-site visits with client as needed and provide training of customers on program as required
Complete special projects as required
BA/BS in Business Administration, Finance, Accounting or similar
3+ years customer service and/or sales experience in a financial service industry
Experience managing customer complaints and issues including problem solving, research and analysis and focus on win-win solutions
Experience working in a professional environment where sound business judgment, attention to detail, a fast pace and a flexible and adaptable approach are valued
Proven organizational skills, with the ability to prioritize and work effectively on multiple tasks in a fast paced, demanding environment
Superior written, verbal and interpersonal communication skills
Proven grammar, business writing, creativity, and presentation preparation and delivery experience
Intermediate level in Microsoft Office products (Word, PowerPoint, Excel, etc.)
Excellence in reading, writing and speaking English; additional languages a plus
Action oriented: Full of energy for challenges and not fearful of acting. Seizes opportunities and has a proactive approach. Ability to coordinate and organize multiple transactions and deadlines
Customer focus: Establishes and maintains effective relationships with customers and colleagues and gains their trust and respect. Has a focus on quality and continual improvement
Integrity and trust: Seen as a direct, truthful individual who presents facts in an appropriate and helpful manner, keeps confidences and admits mistakes. Exercises good judgment and decision making abilities
Learning on the fly: Learns quickly when facing new problems and is a versatile learner open to change and quickly grasps the essence of ideas. Self-directed with the ability to adjust in a dynamic environment
Peer relationships: Can solve problems with peers and is seen as a team player who easily gains trust and support of peers and encourages collaboration. Excellent interpersonal skills and the ability to work cross-functionally and within a team. Works well with employees at all levels of the Company’s and has the ability to function and build relationships in a highly matrixed environment
Perseverance: Pursues everything with energy, drive, and a need to finish
Self-development: Personally committed to and actively works to continuously improve herself/himself
Standing alone: Can be counted on and is willing to be the only champion for an idea or work alone on a tough assignment. Self motivated and can work independently
Technical learning: Can learn new skills and knowledge quickly and is good at learning a new industry, company, product, or technology

Client Relationship Specialist Resume Examples & Samples

Proactive customer outreach to learn more about client needs
Ensuring CRM data is up to date and actionable
Identify and fulfill training needs of clients
Onboarding of new clients
Provide advice and guidance to ensure positive customer experience and successful use of products
Handle non and light technical escalations from Client Service team for all client issues
Accept handoff of new clients manage relationship lifecycle
Maintain deep functional and light technical knowledge of i>clicker and REEF platforms
Function as a frontline resource for best practices
Escalate client issues as appropriate both internally to department head and externally to other management team members
Act as a partner to Technical Account Management and Sales in the ongoing health of client relationships
Create client-appropriate communications with targeted, curated content including, but not limited to maintenance communications, newsletters, proactive messaging around features, etc.,
Manage i>clicker client community including seeding content, maintaining administration, responding to inquiries, etc,
Maintain client contact reports and Client Health Indicator Reports
Deliver and exceed on all performance targets
Bachelor's degree (B. A.) from four-year college or university or equivalent experience
Minimum three years of experience working in a customer support, training/education, and/or sales support role or other relevant experience
Ability to effectively express ideas and thoughts verbally and in written form
Exhibits good listening skills and comprehension
Effectively keeps others adequately informed by presenting information to management, public groups, and client support team using the appropriate communication methods

Client Relationship Specialist Resume Examples & Samples

Drive Enterprise usage/engagement across multiple accounts/geographies
Provide regular reporting on client service utilization, as well as analysis of usage trends and service opportunities
Help define, implement and manage client communication plans to support product usage and growth in accordance with overall account strategy
Participate in “on-boarding activities” for new clients
Work closely with Customer Service to research and resolve client inquiries and exception requests as required and coordinate client communication/notification plans
Monitor/analyze client utilization of products and services to detect and prevent potential cancellations
Identify and implement tactics that would increase Enterprise usage
Proactively contact clients to check in, answer questions and schedule training if needed
Host departmental webinar training sessions
Maintain client relationships to ensure positive brand experience
Regularly meet with Sales Manager and Account Executives to discuss overall and/or specific client needs and keeping clients engaged in our products and services
Meet retention goals as set forth by the Sales Manager
Minimum of two years direct experience working with clients in a business setting
Proficiency in Microsoft Office – all programs
Ability to analyze data, draw conclusions, and make recommendations based on findings
Exceptional organizational and project management skills and responsiveness
High degree of comfort in a fast-paced, collaborative, entrepreneurial environment
Understands the complex relationships among various stakeholders in the sales process
Excellent and effective written and verbal communication skills along with strong presentation and sales skills
Understands and gains access to customer’s short and long range planning objectives

Client Relationship Specialist Resume Examples & Samples

Licensing preferred: Series 6 and Life & Health
Strong customer service skills, highly motivated, focused, and goal oriented
Excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor

Client Relationship Specialist Resume Examples & Samples

Coordinate with Inside Sales Representatives, Account Executives, and Premium Hospitality teams to present new subscription and premium seating opportunities to existing partial plan holders
Achieve new business goals by mining the partial subscriber ticket base and executing outbound calls to various Team and MSG segments
Demonstrated ability to handle high touch client relations issue
Ability to multi-task across activities and functions
Highlight motivated self-starter
Strong interpersonal, salesmanship, creativity, and problem-solving skills
Ability to operate specific ticketing and database management systems
Demonstrated success in communicating and executing company policies and standards under frequently challenging circumstances with key clients where millions of dollars in revenue are in-play
Demonstrated experience in support/enabling defined marketing, promotions, special events, etc. with the goal of cultivating new business opportunities and new revenue streams while driving retention of customers

Client Relationship Specialist Resume Examples & Samples

Handles and maintains new account paperwork and related follow-up
Scanning, filing and maintain all client account paperwork
Maintaining CRM (Redtail) database of clients and prospects
Prepares documents such as client agreements and investment plans
Provides assistance with marketing duties, compilation of prep-published content, formatting, and distribution
Assists with maintaining and monitoring regulatory compliance and works directly with firm CCO
Assisting with organizing client events
Packages, letters, and other correspondence
Provides timely and accurate answers to operational questions from wealth advisors and clients
Available for last minute advisor requests
Reviews daily transactional reports
Monitors client investment plan activity in Advisors Center (to be coordinated with Team and Portfolio Advisor)
Prepares quarterly client reporting packages and assists with preparing client presentations
Has the ability to conduct light research regarding a variety of topics such as IRA distributions, social security, college planning, and other similar topics
2+ years of administrative/office and client relationship experience
Capable of effective self-management
Series 65 greatly preferred or willingness to sit for the exam
Previous experience in financial services or brokerage firm (and related) a plus

Client Relationship Specialist Resume Examples & Samples

Understanding of indexed life products
Individual must be customer focused, self-motivated and enjoy working in a team environment
Strong communication and organizational skills are necessary
Strong customer focus with mindset of challenging the status quo and looking for opportunities for improvement
Demonstrated ability to meet deadlines and goals
The successful candidate will need to maintain a business-driven mindset by placing the customer first and demonstrating a sense of urgency at all times
Illustration knowledge is desired
3-5 years related experience

Client Relationship Specialist Resume Examples & Samples

Minimum 3 years experience in managed care operations and/ or working directly with physicians and/or office managers
Minimum 2 years working in Healthcare Related field that provides familiarity with provider and health plan contract terms and conditions is preferred
Minimum 1 year working knowledge of managed care utilization management practices and trained on using managed care information systems is helpful
Knowledge of EPIC Tapestry is preferred
Knowledge of the medical billing practices are helpful
Must be well versed in Microsoft office including Excel, Power Point and Word

Client Relationship Specialist AMG Resume Examples & Samples

Relationship Development and Management ~ Establishes and maintains excellent client relationships and service levels, and coordinates action to ensure rapid and appropriate resolution of service issues
Operations and Technical Processes knowledge: Maintains knowledge of test offerings and the business and technical processes within ACL. Stays abreast on policies and procedures related to laboratory
Partners with ACL/Advocate Executive Leadership across the enterprise~ This includes ACL and Advocate Medical Directors, ACL's President and COO, Vice Presidents, and Administrative Directors supporting Finance, Quality, Clinical Laboratory Operations, and IS

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