Client Representative Resume Samples

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V Brekke

Vern

Brekke

98100 Gibson Landing

Dallas

+1 (555) 684 3734

98100 Gibson Landing

Dallas

Phone

p +1 (555) 684 3734

Experience Experience

Philadelphia, PA

Client Representative

Philadelphia, PA

Spinka, Stamm and Bayer

Philadelphia, PA

Client Representative

Works directly with the Client Executive, ACE, Client Manager, Placement Specialist or Broker to provide our clients with the best possible service
Provides assistance with coverage questions and program adjustments; solves problems regarding client account issues
Provide leadership in client relationship management to ensure solutions meet or exceed customer expectations
Provides technical expertise and guidance to less tenured FLT Implementation Specialists and may assist in their training
Participate in an environment of continuous improvement and change that covers workflow, processes and procedures on an ongoing basis
Utilize Case Management workflow tool
Provide guidance and leadership to other team members, including technical training and feedback, and client management coaching

Dallas, TX

Brs Client Representative

Dallas, TX

Boyle Group

Dallas, TX

Brs Client Representative

Establish rapport and provide professional, continuous, open communication with internal partners: RMs, RSSs, TMOs, ATMOs, ICs, and Operations
Maintain ownership of research requests and provide timely follow-up with the client
Research Account Analysis billing issues and make necessary adjustment entries
Provide superior Treasury Management related (i.e. Lockbox, ARP, ACH/EDI, eAccess, and Remote Deposit, etc.) service to customers who have subscribed to TM products as well as complete routine account research, maintenance, and process transactions as requested by client (i.e. wire transfers, stop payments, check copies, book transfers, loan payments, etc.) Adhere to all policies and procedures regarding the same
Manage (take ownership of) necessary procedures in conjunction with fraudulent activity on client’s accounts
Answer incoming phone calls, e-mails, and fax requests from clients, accurately determine the actions necessary to fulfill client requests, and take timely action to resolve the issue/request
Knowledge of industry standard products offered for Commercial Banking including Treasury Management

present

Houston, TX

Senior Client Representative

Houston, TX

Ruecker Inc

present

Houston, TX

Senior Client Representative

present

Assist with development of team through ad hoc training of junior staff, sharing of information in team sessions
Proactively identify and bring forward suggestions for process, efficiency and service improvements as they relate to your work area
Participate in an environment of continuous improvement and change that covers workflow, processes and procedures
Respond to escalation issues received from clients ensuring all identified issues are escalated same day to management within the team
Maintain/exceed departmental standards as prescribed by management
Work closely with your direct leader and peer group to achieve personal and departmental objectives
Provides critical support for all day-to-day Clients related operational issues & queries

Education Education

Bachelor’s Degree in Detail

University of Pittsburgh

Bachelor’s Degree in Detail

Skills Skills

Good sense of responsibility, ownership and ability of work under pressure
Good team work ability
Knowledge of OSFI regulations as applicable to insurance and financial institutions
English: Basic knowledge
Ability to work in team
Problem Solving: Recognizes job-related problems in account planning and solution implementation and works to produce solutions with the assistance of a team leader or manager
Ability to travel 10% during training and 50-75% following the training period
Ability to work overtime
Ability to manage multiple projects simultaneously
Strong organizational and analytical skills

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15 Client Representative resume templates

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Client Representative Resume Examples & Samples

Strong communication skills (written and verbal), exceptional customer service skills and the ability to discover and meet the client's needs. Also the ability to accurately listen, understand and then respond appropriately when interacting with the clients and co-workers is a must
Excellent organizational skills, be detail oriented and have the capability of responding calmly and constructively when dealing with irate clients or when working in a stressful situation
Information-seeking skills, the ability to find out more and improve your understanding of a client's situation or issue, a comprehensive background within the financial industry and the flexibility of working during regular business hours will be measured
Excellent communication skills – written and verbal
Strong client service orientation as demonstrated by proven track record
Good accounting knowledge and understanding of custody statement components
Knowledge of PC applications
Strong interpersonal skills and ability to work in a team environment
Proven organizational skills
Self-motivated individual
Thorough knowledge of the RBC Investor Services systems
Canadian Securities Course and/or IFIC
Knowledge of OSFI regulations as applicable to insurance and financial institutions
Knowledge of pooled funds and mutual funds industry would be an asset

Client Representative Resume Examples & Samples

Provides critical support for all day-to-day Client related operational issues & queries
Answering all Client enquires as experts in their field
Participation in virtual client teams, representing Client Operations
Direct liaison with other operational teams to resolve daily operational issues
Provide support to all operations layer as defined in SLA
Audit coordination and follow up
Post Secondary education or work experience equivalence
Payroll background
Strong self management skills
Knowledge of Pensions would be an asset

Personal Trust Client Representative Resume Examples & Samples

Assists trust administrators with transactions requested by the client
Interacts with all trust operational departments to fulfill administrative requests in support of client needs
Develops a thorough understanding of trust processes, compliance, and protocols
Works with relationship managers in the completion of formal account reviews
Teaches/trains other divisional personnel usually related to task specific activities (e.g. operating cash movement accounting systems, removing a sundry asset from record, etc.)
3 - 5 years of client servicing and trust administration work experience. College level course work and exemplary performance in prior trust-related positions is preferred

Client Representative Resume Examples & Samples

Provide a high level of service by responding promptly and accurately to daily client queries and requests regarding the administration of their accounts in accordance with the SLS. Respond to specific client requests received via email, Query Tracking System, telephone or post
Compile all responses to queries and chase further information as appropriate dealing directly with the client using a consultative partnership approach answering all Clients enquires as experts in their field
Maintain professional and productive working relationship with all business partners; working alongside them to ensure a successful resolution of client's issues
Participate in and contribute to Client Team meeting conducted by CMs and RDs
Anticipate issues and proactively work to address concerns before they escalate
Advise to line manager of all significant issues, suggest resolution where possible and escalate to the CM as appropriate
Escalate recurring issues to Oversight Team - in charge of monitoring of "Purple" functions - and to "Purple" layer Management Team
Responsible for providing support to client for a specified list of clients (of any type) as part of a designated client team
Advising Fund Managers / Clients of Cash Balances and Stock Positions
Position is key to ensuring efficient workflow within the group

Client Representative Resume Examples & Samples

Maintain professional and productive working relationship with all business partners; working alongside them to ensure a successful resolution of client’s issues
Escalate recurring issues to Oversight Team - in charge of monitoring of “Purple” functions – and to “Purple” layer Management Team
Adherence to agreed deadlines, accuracy of processing and interpretation of client requests and instructions are all crucial in preventing financial loss and in maintaining RBC credibility

Client Representative Smb Resume Examples & Samples

Answer questions of our current and future Business customers about current promotions, offers, billing, technical support, adding services, etc
Meet sales targets and quality by promoting and selling various solutions which include but are not limited to the following: IP access , Internet services , e-commerce, web hosting , computer security website solutions backup solutions for business telephone systems, Bell TV , mobile internet, video-conferencing and Voice
As the first point of contact for our customers, carry out the first call resolution strategy
Building customer trust and increase their level of satisfaction with the services and the company
Analyze the customers current use of the service in order to submit offers and additional services that will result in better solution
Keep informed of the products, those of Bell and competitors , including keeping informed of changing technology trends for the products and services that he is mandated to promote and sell
Meet the business needs of existing customers and new customers by constantly using tools and information to provide the most efficient solutions possible for our clients systems
Minimum 1 year experience in sales
Ability to build strong relationships with customers by telephone
Excellent skills in oral and written communications to articulate the Customer Solution
Good organizational sense
Ability in doing active listening
Ability to communicate with people from all hierarchy level
Ability to listen and think about solutions at the same time, to present solutions to the customer while entering data (Multitask)
French (5-5-5) / 5 = Fluent in the language with no significant limitation
English (5-5-5) / 5 = Fluent in the language with no significant limitation
Good knowledge of IT environments ( Bcris , IOM, Caprice, view ) , including e-mail, and Internet browsing activities and file management in Windows
Demonstrated Success within a sales environment, 3 or more years of experience in sales
Good business sense
College or post-secondary degree
Solid understanding of the environment of small businesses
Experience working in a call center
Knowledge of markets or business telecommunications products
Excellent understanding of Internet technologies

Client Representative Resume Examples & Samples

Communication/Negotiation:Draws upon concepts and knowledge of information technology to collaborate with team members and other IBM functions. Uses and attends to negotiation sessions as an entry team member, involving other IBM functions and clients in order to attain position objectives. Negotiation skills are an essential requirement
Problem Solving: Recognizes job-related problems in account planning and solution implementation and works to produce solutions with the assistance of a team leader or manager
Working Conditions: Normal/flexible office conditions may be exposed to irregular work hours
Contribution/Leadership: With assistance, identifies and qualifies IBM opportunities based on an understanding of the client's business and strategy. Manages a few simple projects. Autonomy Work is reviewed with team members or team leader or management. Gathers customer requirements and helps to translate them into potential solutions
1-3 sales or presales experience in IT industry
At least 1 year experience in Sales expertise

Client Representative Resume Examples & Samples

Builds relationships with senior client executives, earning a reputation as one of the client's trusted business advisers
Demonstrates a high level of business acumen and applies a thorough understanding of the client's business, organization, strategy and financial position
Understands and navigates IBM to identify, acquire and coordinate a team of critical resources needed to address client needs
Integrates IBM in front of the customer providing one face, one IBM strategy for the client. Understands IBM business and our Cloud, Analytics, Mobile, Security, and Social (CAMSS) strategies and how these translate into solutions which address client needs
Maintains a thorough understanding of the client's industry, including industry trends, industry business processes, industry financial measurements and performance indicators, and key client competitors in their industry
Leads the development of the overall account plan and has primary responsibility for identifying and prioritizing opportunities and developing client-valued solutions involving multiple brands and elements
At least 2 years of experience in Professional Sales, Consulting, Business Development, or equivalent industry experience requiring executive relationship management
Knowledge and previous experience in the U.S. Federal Government Agency Marketplace, specifically U.S. Department of Justice (DOJ), FBI, and/or Federal Law Enforcement
Previous employment with the FBI or other Federal Law Enforcement organization, or equivalent position where in-depth knowledge of FBI and Federal Law Enforcement mission and business processes was required as part of successful job performance
Knowledge and experience with Federal Law Enforcement Information Technology applications and systems used by Federal Law Enforcement and DOJ personnel
Possesses business and professional relationships with key DOJ and Federal Law Enforcement Executives and professionals
At least 2 years experience in professional sales and business development
Security clearance of Top Secret (TS/SSBI) - Active
Readiness to travel 25% travel annually

Client Representative Resume Examples & Samples

Provide a high level of service by responding promptly and accurately to daily client queries and requests regarding the administration of their accounts
Respond to specific client requests received via email, Query Tracking System, telephone or post
Advise line manager of all significant issues, suggest resolution where possible and escalate to the CM as appropriate

Services Client Representative Resume Examples & Samples

At least 8 years experience in sales, retail, services
At least 3 years experience in infrastructure services sales
At least 8 years experience in client relationship skills

Client Representative Resume Examples & Samples

Leverage industry, product and sales expertise to sell clients individually tailored solutions that create value and meet business requirements
Prospect via IBM tools and other resources for new buyers and and new clients in new markets
Identify and engage key stakeholders within IBM who can help advance opportunities
Engage decision makers within client organizations to drive alignment and consensus on solutions
Develop and execute long-term consultative sales strategies to generate new business opportunities; share insights that build and promote the IBM brand across the web and social media
Negotiate and close deals by understanding, creating, and delivering client value propositions
Ability to learn and use innovative selling technologies (e.g., analytics, social media) to network, engage clients, and identify new business opportunities and ability to expand client base
Self-starter with a passion for consultative sales and a desire to achieve performance goals
Ability to prioritize demands from multiple clients while developing creative sales solutions that solve complex business problems
Demonstrated business and financial acumen, business case development, negotiation and technical skills
Demonstrated ability to build trusting working relationships with clients and colleagues

Services Client Representative Resume Examples & Samples

3) Provide insights on demand and uncover client's specific requirements for effective promotion of specific ITS solutions
4) Assist and coach other ITS sellers on industry context and account coverage for effective closure of ITS contracts in the assigned territory/industry
5) Take the role of IS virtual leader in assigned territory, personal leadership potential in the key for success
At least 10 years experience in Solution Sales

Client Representative Resume Examples & Samples

4 Understand Client’s requirement, keen insight of Client’s business, Pack IBM’s solution/proposal to address Client’s needs
5 Keep long time good relationship with Client
1Bachelor's Degree
2 Excellent communication and Presentation skills
3More than 5 years sales experience in IT industry
4 Be familiar with IBM and competitor’s solution
5 Competency of driving to win
6 Positive thinking, ownership, passion to business
At least 5 years experience in Local Market Experience

Client Representative Smb Resume Examples & Samples

Meet sales targets and quality by promoting and selling various solutions which include but are not limited to the following: IP access, Internet services , e-commerce, web hosting , computer security website solutions backup solutions for business telephone systems, Bell TV , mobile internet, video-conferencing and Voice
Keep informed of the products, those of Bell and competitors, including keeping informed of changing technology trends for the products and services that he is mandated to promote and sell
Minimum of 1 year experience in a Call center
Excellent skills in oral and written communications to articulate the Customer Solutions
Good knowledge of IT environments (Bcris , IOM, Caprice, view ) , including e-mail, and Internet browsing activities and file management in Windows

Senior Client Representative Resume Examples & Samples

Candidate must be willing to re-locate and commute to Mississauga at a future date *
Provides critical support for all day-to-day Clients related operational issues & queries
Answering all Clients enquires as experts in their field
Understanding of client processing
Direct liaison with “Purple” teams to resolve daily operational issues
Provide support to “Purple” layer as defined in SLA
Global understanding of customer expectations and satisfactions levels
Knowledge of systems and processes used by RBC Investor Services

Client Representative Resume Examples & Samples

Fluent communications skill in English or work experience abroad is preferred
Bachelor or Master's degree
Endurance to Pressure, Passion for Biz., willing to travel 1-2 days each week, Eager to learn industry solutions
At least 3-5 years experience as large account sales, familiar with related industry
Rich experience in I/T sales
Knowledge in IBM product & solutions
Excellent Communication and Presentation skills
Competency of driving to win
Self-motivate, positive thinking, Ownership, Passion to business
At least 3 years experience in experience as large account sales, familiar with related industry

Advisory Client Representative Resume Examples & Samples

Overall account management
Client relationship build up
Deal closing capability
At least 5 years experience in local market experience

Service Client Representative Resume Examples & Samples

3) Provide insights on demand and uncover client's specific requirements for effective promotion of specific IS solutions
4) Take the role of IS virtual leader in assigned territory, personal leadership potential is the key for success
At least 10 years experience in Sales

Client Representative for BOC Resume Examples & Samples

Identify, qualify, develop and help close account transformational long term signings and Smarter Planet solution deals (potentially leading to string-of-pearls or mega deal)
Gain commitments from clients and key stakeholders to close new strategic deals
Understands and navigates IBM to identify and acquire critical resources needed to develop the best solution for the client
Understand and apply IBM strategies and offerings for various brands and industry sectors
Promote specific brand capabilities to develop a winning solution that addresses the client's unique business needs
Awareness of IBM's methods and models used in the solution and can articulate their value to the client's business, including their organization, financials, competitiveness in the market, and business issues
Work with the client decision makers and IBM teams (especially GBS, GTS and GPS) to develop the industry value proposition and help close the deal
Solid Business Acumen/Ability to position solution ROI
Ability to move existing deals in the sales pipeline to the close position
Offers existing VP or higher industry relationships
Commitment to stay current with industry/sector trends
Ability to articulate strategic concepts and conduct presentations at an executive level
Ability to interface within a multi-brand sales organization

Senior Client Representative Resume Examples & Samples

At least 5 years IT client relationship experience
Serving banking client experience & IBM product knowledge is a definite advantage
Understands the client’s organization and culture. Develops and executes a relationship plan to address both IT and Line-of-Business organizations, leveraging other subject matter experts, executives, and thought-leaders as needed to provide value to the client. Builds relationships with senior client executives, earning a reputation as one of the client’s trusted business advisors
Demonstrates a high level of business acumen and applies a thorough understanding of the client’s business, organization, strategy and financial position
Skilled in consultative selling, with a deep understanding of the client’s needs and IBM capabilities
Understands and navigates IBM to identify, acquire and coordinate a team of critical resources needed to address client needs. Integrates IBM in front of the customer providing one face, one IBM strategy for the client
Maintains a thorough understanding of banking industry, including industry trends, industry business processes, industry financial measurements and performance indicators, and key client competitors in their industry
At least 5 years experience in relevant working experience

Client Representative Resume Examples & Samples

Communication/Negotiation: Draws upon concepts and knowledge of information technology to collaborate with team members and other IBM functions. Uses and attends to negotiation sessions as an entry team member, involving other IBM functions and clients in order to attain position objectives. Negotiation skills are an essential requirement
Has understanding of IBM products & Telco clients
Has the Telco especially CMCC customer insight for selling
Good team work ability
Good communication skill both to customer and to Business Partners
Good command of both written and oral Chinese & English
IT relating education background
At least 8 years experience in local market experience

Client Representative Project Coordination Resume Examples & Samples

Provide a point of contact for the implementation/coordination activities for major projects
Coordinates the Bell’s delivery of services on customer premises in collaboration with other parties
Influences the customer to schedule the delivery activities and facilitate the implementation / commissioning
Documents the dates and activities agreed with the client and gets the resources that will be part of the commissioning
Called to attend meetings / conference calls with the client
Supports the needs of the project management team in performing administrative tasks related to projects
Analysis and solve potential problems that could adversely affect the project and then take action to solve problems
Develops solutions to eliminate the obstacles to meet project milestones
Prioritize workload while working with tight deadlines, can participate in multiple projects and situations
Bilingual, French and English
Fluency of French written
Intermediate knowledge of Ms Excel spreadsheet, ability to create simple formulas, links between pages, performs vertical searches (Vlookup) and pivot tables; mathematical expertise required
Great ability to concentrate and perform work carefully
Ability to communicate effectively, both orally and in writing with internal customers and / or external using various means ways including face to face
Ability to negotiate and communicate effectively with internal/external partners of different levels to meet customer expectations
Ability to work in a collaboration way with multidisciplinary teams

Client Representative Resume Examples & Samples

Provides critical support for all day-to-day client-related operational issues & queries
Answering all clients queries as business experts
Direct liaison with internal business partners/teams to resolve daily operational issues
Provide support to internal business partners as defined in SLA
Client management skills
Facilitation Skills
Organizational & time management skills
Understanding of investment industry and client requirements
Solid understanding of Risk Management & Compliance requirements relating to KYC & AML
Pertinent industry & regulatory/compliance requirements
Knowledge of systems and processes used by RBC
University degree (preferred)
Appropriate languages competencies
Industry related courses
Proven track record in leading initiatives, managing cross-functional relationships
Preferably 3-5 years relevant working experience

Business Partner Client Representative Resume Examples & Samples

Knowledge of Business Partner strategies and understand BP financial structure
Analyse Partner needs and implement consultative selling
Lead account strategy and planning
Apply appropriate financial strategies to Partner
Manage Partner expectations/satisfaction
Lead an integrated IBM team
Influence through expertise, solutions, LOB strategies and IBM capabilities
Apply knowledge of industry, cross-IBM & Alliance solutions and Brand/LOB strategies
Apply knowledge of IBM business processes and organization
Perform negotiations
Communicate for impact
At least 3 years experience in Business prtner Management, Channel Management

Client Representative Resume Examples & Samples

5+ years experience selling complex Cloud, Analytics, Mobile, Social, Security (CAMSS) solutions to the Federal Government
10+ years of sales with demonstrated sales success working with federal department and agencies
Non-Degree Program
At least 3 years experience in performing consultative selling
At least 4 years experience in leading account strategy and planning
At least 1 year experience in applying knowledge of citizen centric government
At least 1 year experience in using innovation to create value for clients
At least 5 years experience in applying knowledge of security and public safety
At least 4 years experience in developing client relationships
Security clearance of CA- Government of Canada Security Clearance -Secret
French: Basic knowledge

Client Representative Resume Examples & Samples

At least 5 years experience in Client Relationship
At least 2 years experience in Banking Sector Experience
At least 3 years experience in Sales
At least 2 years experience in IT Services Experience
At least 5 years experience in Infrastructure Services & Technology Sales Experience
At least 1 year experience in Software & Solutions Sales

Client Representative Resume Examples & Samples

Have deep industry knowhow
Good at senior client relationship maintain
Able for account strategy development
Capable of new plays of CAMSS
At least 10 years experience in local market experience

Client Representative Resume Examples & Samples

Provide procedural and technical support to Full Coverage clients ensuring the accuracy and timeliness of responses while managing any related risks and ensuring all inquiries are processed in line with Service Level Standards
Respond to escalation issues received from clients ensuring all identified issues are escalated same day to management within the team
Ensure work is maintained in an orderly fashion to permit backup to readily follow up during absences
Participate in team meetings, presenting information on Entitlement related topics where required
Assist other ESS CRs upon completion of assigned duties
Ensure all P&Ps and daily task requirements are thoroughly reviewed and be fully familiar with all Entitlement related processes so that information is accurately conveyed to clients

Senior Client Representative Resume Examples & Samples

Provide feedback on client inquiries identifying trends, and logging issues to assist in monitoring client satisfaction levels and developing solutions to enhance the client experience
Participate in regular calls with client to execute Health Checks and develop an understanding of client needs
Ensure 95% of strategic clients maintain “Green” or “Amber” satisfaction status as measured through Call Reports, Due Diligence visits, and internal feedback
Assist with development of team through ad hoc training of junior staff, sharing of information in team sessions

Advisory Client Representative Resume Examples & Samples

Responsible for overall client satisfaction by managing key relationships and ensuring the client derives value from the IBM solutions
Develop and execute a relationship plan to address both IT and Line-of-Business organizations, leveraging other subject matter experts, executives, and thought-leaders as needed to provide value to the client
Building relationships with senior client executives, earning a reputation as one of the client's trusted business advisers
Understand and navigate IBM to identify, acquire and coordinate a team of critical resources needed to address client needs
Integrate IBM in front of the customer providing one face, one IBM strategy for the client
Demonstrate understanding of the client's organization and culture
Demonstrate a high level of business acumen and applies a thorough understanding of the client's business, organization, strategy and financial position
Proven skills in consultative selling, with a deep understanding of the client's needs and IBM capabilities
Understand IBM business and brand strategies and how these translate into solutions which address client needs
At least 3 years experience in Developing Client relationships
At least 3 years experience in Leading account strategy and planning
At least 3 years experience in Implementing consultative selling

Client Representative Resume Examples & Samples

Experience in handling customers and business partners
Knowledge in customer industry
Knowledge about IBM services and products
Excellent communication and Presentation skills

Senior Client Representative Resume Examples & Samples

At least 3 years above IT/Services solutions selling/working experience particularly in Banking and Finance industry
Key accounts development and management experience, He/She should have seasonal skills on issues handling and shooting, strong leadership experience especially in a challenging environment
Possess consultative selling skills especially on but not limited in following domains: Cloud, Big Data and Analytics, Mobility, Social and Security
Good command in communications especially with good characteristic as team player
Good command in English especially in Reading and Writing
Experience in Mobile Internet/Internet Banking solution development and selling experience is a plus
MBA degree holder is a plus

Client Representative Resume Examples & Samples

At least Bachelor's Degree in IT or Business Management
Hands-on experience in Telecom account management for 5 years
Excellent in Presentation and Interpersonal Skills
Good at English communication
Fluent in ThaiIBM is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status

Client Representative Resume Examples & Samples

Responsible for the total client relationship with one or more important IBM clients or competitive prospects; industries including but not limited to Banking, Insurance, Industrial Manufacturing, Public and Distributors, Mid-market enterprises, alliance partners, business partners and end-users of IBM technology
Perform tasks that include developing relationships within the client's account and identifying viable client business problems which may turn into IBM opportunities
Represent IBM to sale IBM IT solutions to the assigned customer to achieve the quota, to keep long term relationship and gain market share, and to beat competitors in the assigned territory. Maintain the certain level of customer satisfaction

Client Representative, Accounts Payables Resume Examples & Samples

Investigate and analyze failed transactions in order to resolve the issue within a reasonable timeframe
Provide support and / or guidance of accounts payable systems (LSCP,SAP) and company policies and procedures
Produce reports on requests submitted by external auditors, employees or customers
Carry out various requests or any other tasks related to position
Knowledge of SAP system
Basic knowledge of Excel
Bilingualism: Fluent in both French and English with no significant limitation
Analytical spirit and attention to detail
Autonomy, initiative, creativity and capacity to work within restricted timeline
Aptitude to effectively communicate information by telephone or writing
Communication and significant interpersonal relations

Brs Client Representative Resume Examples & Samples

2) Thorough knowledge of commercial banking products including TM
3) Excellent client satisfaction attitude
4) Ability to prioritize tasks to meet multiple conflicting objectives
5) Ability to recognize and recommend process improvement opportunities
6) High School graduate with some college preferred
7) At least 5 years of relevant experience with 3 years direct commercial client servicing

Summit Client Representative Resume Examples & Samples

Leverage industry, product and consultative sales expertise to sell clients individually tailored solutions that create value and meet business requirements
Engage decision makers within client organizations to drive alignment and consensus on sales solutions
Provide leadership in client relationship management to ensure solutions meet or exceed customer expectations
Continuously maintain and expand consultative sales, industry, and technical knowledge; use expertise to serve as a thought leader during client engagements
Ability to learn and use innovative selling technologies (e.g., analytics, social media) to network, engage clients, and identify new business opportunities
Motivated self-starter with a passion for consultative sales and a desire to achieve performance goals
Business and financial acumen, business case ROI development, negotiation, and technical skills

Employability Client Representative Resume Examples & Samples

Bachelor’s degree required, minimum overall GPA of 3.0
Strong sales aptitude; ability to uncover and fulfill customer needs
Strong technology background
Strong communication skills (verbal and written), relationship management and interpersonal skills
Presentation skills, listening, negotiation, and influencing skills
Technology proficiency: understanding of the internet and web-based applications and programs
Ability to adapt to rapid change
Excellent organizational skills and time management skills with demonstrated ability to meet/exceed deadlines
Proficient at Microsoft applications: Word, Excel, PowerPoint
Ability and willingness to travel no more than 10%
20% Proactively prospect for new business from targeted marketing/sales campaigns, webinars, conferences, and other sources. They will handle inbound leads using phone and email
60% Respond to inquiries and incoming client needs within defined time frames, while utilizing appropriate communication skills and demonstrating detailed knowledge of the product lines, processes, services, industry, and market
10% Display consultative skills necessary to successfully represent products and services
5% Demonstrate effective utilization of all appropriate systems for information capture and reporting
5% Assist with special projects as assigned by their manager

Client Representative Commerical Segment Resume Examples & Samples

At least 4 years experience in Large enterprise sales and Solution selling / or Telco / or Public sector
At least 4 years experience in Meeting business and sales objectives
At least 8 years experience in Large enterprise sales and Solution selling / or Telco / or Public sector
At least 8 years experience in Meeting business and sales objectives

Client Representative Project Coordination Resume Examples & Samples

Acts as a single point of contact for wholesale and retail markets responsible for end to end service delivery for orders assigned
Partners with various stakeholders to negotiate project deliverables in an effort to meet customer’s delivery requirements
Participates and attends meetings and/or conference calls with internal customers to review scope requirements and ongoing project status
Prepares, manages and communicates project status and next steps
Escalates as required to various levels of management to clear roadblocks
Investigates, analyzes and resolves failed provisioning orders when required
Manages & communicates complex build milestones and associated timelines when construction is required
Initiates priority request for accelerated due dates ensuring communication to stakeholders on a regular basis until service is delivered
Can be called upon to create / analyze adhoc reports for internal and external customers

Infrastructure Services Client Representative Resume Examples & Samples

Requires knowledge across multiple services areas, platforms, processes and architectures, for example, Security, Resiliency, Mobility, Cloud, Networking, Data Centre, Managed Services
Has responsibility for establishing new and maintaining existing relationships with IT and business executives from the client's multiple business units and or divisions
Serves as the Infrastructure Services leader for their assigned Enterprise Business Unit.Working collaboratively with the client team and other brands during the opportunity identification and validation sales stages, this role ensures not only the maximum inclusion of Infrastructure Services content, but also ensures that a full IBM value proposition is proposed
After validation of an opportunity, responsibility is normally transitioned to an appropriate Solution Specialist for opportunity ownership, though the SCR will continue to keep in touch with the opportunity throughout all sales stages
Good Negotiating and Customer relationship skills combined with a disciplined approach to Sales methodology and to Territory planning
Knowledge of Infrastructure Services portfolio and processes are a distinct advantage.Roles exist across a number of Enterprise Business Units

Client Representative Banking Resume Examples & Samples

Work with brands and solution sales to help define marketing strategy, identify opportunities how to drive business expansion in assigned accounts
Develop and execute against a name account plan, meet and exceed your targets
Managed numerous accounts concurrently and strategically
Articulate compelling value propositions around IBM solutions
Develop and drive adoption in Cognitive and Cloud computing
Work with partners to extend reach and drive adoption
Strong work ethic and organization skills
Fluent in English and Vietnamese
Several years of enterprise sales
Business acumen to comprehend customer strategy and industry business drivers
Proven track record to achieving or exceeding sales targets
Target orientated individual with demonstrable sales experience dealing with enterprise customers
Excellent communication/interpersonal skills and the ability to professionally interact with customers
Ability to characterize value of products & solutions/some technical knowledge
Demonstrated initiative and creativity
Educated to degree level or similar
Maintains professional and technical knowledge by attending mandatory training; reviewing professional publications, establishing personal networks; participating in professional societies
At least Bachelor's degree in IT or Business Management
Direct experience with banking sales for IT products & services or solution
Good at English Communication
Proven track record for sales achievement
Sales-oriented
Good Presentation and Interpersonal skills

Brs Client Representative Resume Examples & Samples

Answer incoming phone calls, e-mails, and fax requests from clients, accurately determine the actions necessary to fulfill client requests, and take timely action to resolve the issue/request
Open accounts for commercial clients and ensure compliance with new account banking regulations as well as internal bank policies
Provide superior Treasury Management related (i.e. Lockbox, ARP, ACH/EDI, eAccess, and Remote Deposit, etc.) service to customers who have subscribed to TM products as well as complete routine account research, maintenance, and process transactions as requested by client (i.e. wire transfers, stop payments, check copies, book transfers, loan payments, etc.) Adhere to all policies and procedures regarding the same
Coordinate TM product fulfillment and implementation through interaction with the BRS Implementation Group
Research Account Analysis billing issues and make necessary adjustment entries
Manage (take ownership of) necessary procedures in conjunction with fraudulent activity on client’s accounts
Maintain ownership of research requests and provide timely follow-up with the client
Establish rapport and provide professional, continuous, open communication with internal partners: RMs, RSSs, TMOs, ATMOs, ICs, and Operations
Identify cross-selling opportunities and communicate sales leads
Special projects as assigned by management
Demonstrate excellent written and verbal communication and listening skills with a commitment to continuously improve the same
Demonstrate pleasant phone voice and diction
Exceptional empathy skills
Provide evidence of excellent customer service record/scores and client satisfaction attitude
Ability to prioritize tasks to meet multiple conflicting objectives
Ability to recognize and recommend process improvement opportunities
A minimum of 2 years relevant experience
Knowledge of industry standard products offered for Commercial Banking Required
College Degree or equivalent experience
Fluent in conversational Spanish helpful

Client Representative Small & Medium Business Markets Resume Examples & Samples

To retain and reinforce customer relationship with Bell by addressing their issues, minimize revenue loss and grow the business by promoting and selling various products and service solutions that include but are not limited to: Business phone, Business Internet, Business TV, Bell Total Connect, IP access, Internet services, E-commerce, Web hosting solutions, Desk top security, business back-up solutions, Toll free etc
Achieve defined objectives to retain customers
To perform data analysis of the customer’s business and its needs in Telecom, the services used with Bell and how we can enhance its global Telecom solution and increase its satisfaction towards Bell
Previous work experience in a customer facing position and/or sales representative with superior negotiation skills ( minimum 12 months)
English, fluent in the language with no significant limitation
Ability to effectively analyze customer accounts in web base systems and make quick innovative decisions in order to solve customer’s issues and satisfy their needs
Demonstrated Success within a sales environment, 2 or more years of experience in sales
Professionalism and ability to delight customers and build long term relationship
Good business sense and solid understanding of the environment of small business

Brs Client Representative Resume Examples & Samples

A minimum of 3-5 years of banking experience, retail or direct client servicing experience
Knowledge of industry standard products offered for Commercial Banking including Treasury Management
Fluent in conversational, reading and writing Spanish

Client Representative Resume Examples & Samples

Applicant will be working in a team environment, supporting the Sales organization
The primary responsibility will be to respond to customer's requests for pricing (quotes) on a variety of products that the Wholesale division supports
Response time and accuracy is vital to the success of the organization
The applicant will be required to interface with the customer, the Salesperson and the Product Team
The successful candidate must be comfortable to work in a high pace, fast changing environment, easily adapting to daily change of priorities
MS Excel - Basic level skill
Ability to set priorities and meet deadlines
Attention to detail and accuracy is a must
Proficient problem solving skills
Ability to communicate with customers and internal teams via email or phone
Ability to perform in a high volume environment
Ability to make decision based on given set of criteria
Knowledge of Data and IP products for the job such as Ethernet, Digital Private Line, IP VPN and WAVE
Knowledge of Web pricer
Understanding the preparation of quotes and pricing concepts

Shanghai Account Service Unit Client Representative Resume Examples & Samples

Minimum Bachelor Degree educational level and 2 years’ work experience, good command of both written and verbal English
Knowledge of professional business communication, including style and format of letters, emails and internal memos
Ability to establish priorities, work independently under pressure, take initiatives, multi-task and work in a fast-paced environment

Service Client Representative Resume Examples & Samples

Forecasting - utilizing IBM sales tools to accurately depict opportunity sales stage and decision dates
Participate in weekly status calls to review forecasts for signings and revenue
Lead/Team in Account planning and strategy with Client Representatives/Executives to drive services pipeline
Participate and contribute to services offering development and enhancements based on field knowledge and client requirements
Achieve assigned quarterly/annually quota for signing and revenue
Required education : Bachelor's degree
IBM GTS Industry & Enterprise Team is looking for Professionals with 3 - 5 years Experience of IT Services Selling to Enterprise Accounts
They would be responsible for driving GTS Infrastructure Services Business Growth by Consultative Selling and applying knowledge of client business

Services Client Representative Resume Examples & Samples

Cloud – SoftLayer, Storage, zOS Cloud, PaaS solutions including SAP as a Service, cloudMatrix/Hybrid IT
Systems – IT as a Service, managed services for servers, mainframe, storage, leveraging analytics and robotics
Security – Security as a Service, threat management, ID management, malware defense management
Network – Network as a Service, telecom expense management, optimization studies, Software Defined Networking, OEM hardware and software procurement, Voice and Data
Resiliency – Disaster Recovery as a Service, DR strategy and consulting, high availability environments, cloud managed backup
Data Center – Strategy, design, implementation, optimization, services to support data centers
Mobility – Workstation as a Service, Mobile Expense Management, Mac@Work, Service Desk, End User Services
At least 5 years of Business Development experience
At least 5 years of Deal Progression experience
At least 5 years’ experience in IT Service Sales
Experience with Utilities - Electric and Telco companies
At least 5 years’s experience in Cloud, IT Service, and/or Network Service

Services Client Representative Resume Examples & Samples

Systems – IT as a Service, managed services for servers, mainframe, storage, leveraging analytics and dynamic automation
At least 2 years working in or with Public Sector clients (State & Local, Education, Healthcare, Life Sciences)
At least 2 years’ experience in demonstrating leadership, collaboration, and teaming
At least 1 year experience in advising clients on Cloud Computing
At least 2 years’ experience in applying client / Industry Insight
At least 2 year experience in advising clients on Cloud Computing
At least 4 years’ experience in performing Consultative selling
At least 4 years’ experience in leading proposal development
At least 4 years’ experience in applying a competitive selling attitude
At least 4 years’ experience in applying business / financial insight

Business Client Representative Resume Examples & Samples

To sell and reinforce customer relationship with Bell by addressing their issues, maximum revenue and grow the business by promoting and selling various products and service solutions that include but are not limited to: Business phone, Business Internet, Business TV, Bell Total Connect, IP access, Internet services, E-commerce, Web hosting solutions, Desk top security, business back-up solutions, Toll free etc
Achieve defined objectives to sell and up sell
Previous work experience in a customer service position and/or sales representative with superior negotiation skills (minimum 12 months)
French, fluent in the language with no significant limitation
Excellent knowledge of MS Windows environment and ability to enter data correctly and efficiently
Ability to effectively analyze customer accounts in web base systems and make quick innovative decisions in order to probe and propose solutions to satisfy customers needs
A positive disposition in the face of adversity and high energy
Knowledge of markets or business telecommunication products

Client Representative Resume Examples & Samples

Understand IBM´s sales messaging and communicate effectively to Customers and Partners at C-Suite level
Represent IBM in a professional way and continually demonstrate a sound technical understanding of our solutions and the needs of our customers to display our key differentiator over the competition
Uncover new business opportunities and qualify appointments
Work closely with the Pre-Sales team when creating a bid to ensure technical accuracy of the proposed deal
Prepare proposals and present them at customer meetings
Responsible for meeting or exceeding annual target
Ensure sales documentation is completed on time and in line with the appropriate company standards
Continual learning and education to develop sales skills and better understand Customer industries and business
Represent the company to our Customers in the most professional way and continually ensure the delivery of operational excellence within every engagement
Masterübernahme
Preferred degree: Master of Science, Sales Management

Senior Client Representative Resume Examples & Samples

Manages phone queue of incoming calls and initiates outgoing calls for existing group policyholders, brokers and/or field offices. Efficiently uses multiple on-line resources to answer group policyholder questions relating to reporting inquiries, enrollment and billing questions, and tracking down missing implementation information all while striving for first call resolution
Efficiently and accurately documents policyholder requests including written correspondence to the back office as well as follow-up correspondence to the policyholder
Remains abreast of policy provisions as well as state and federal legislation
Investigates and responds to questions and issues
Strong customer service skills to include, excellent relationship management & listening skills
Excellent verbal & written communication skills
Sound judgment, problem-solving and decision-making skills
Planning & organizational skills with demonstrated success in establishing priorities, managing multiple assignments concurrently and meeting deadlines
Ability to work effectively in a fast-paced dynamic environment & make timely decisions
Creative, adaptable and flexible
Effective team skills
Group insurance experience is strongly preferred
Strong background in contract language
Seasoned knowledge of group insurance concepts and all group product lines
Operation and its interrelationships, including insurance accounting practices, systems, technology and related federal and state regulations

Associate Onsite Client Representative Resume Examples & Samples

Assists ProCare Client Representatives/Sales Representatives in the marketing, promotion and sales of Stryker ProCare services
Acts as a liaison between our Sales Representatives/Regional Managers and our OnSite Operations team
Helps to create Fee Per Case (FPC) proposals
Coordinating FPC with Finance, Internal Sales, Legal (redlines, contract, proposal, summary)
Assists with quoting Onsite opportunities (case volume breakdown, coordinating assessment, executive summary, pricing breakdown
Fields emails/calls/questions around Protect opportunities, OEM vs 3rd Party, Rental model, CPO
Fields emails/calls/questions around Onsite opportunities
Education with new reps (Phone: level 1), Sales 300/400 (San Jose: level 2), and Regional meetings (Travel: level 3)
Customer Presentations for Onsite, FPC, and Protect
Develops and creates packets, information, presentation, and supporting docs (Executive Summary, Cost Justification, ROI snapshot, etc) for Customer Presentations
RFP: support our Tech Services team with Repair RFPs and own/manage all Onsite RFPs
Educates and informs about Protect Opportunities, OEM vs 3rd party, Rental model, CPO (certified Pre-Owned) program
May assist in the preparation and operation of trade shows, conventions, and/or clinical meetings
Keeps Sales Manager informed of territory progress on a regular basis
Must understand and adhere to all OR and pertinent OSHA guidelines when conducting a product evaluations

Client Representative Resume Examples & Samples

At least 3 years' experience in solution or technology sales, including one or more of the following areas: Cognitive, Cloud, Analytics, Commerce, Security, Social or Internet of Things
At least 3 years' experience in developing solution requirements in the Distribution market
Demonstrated expertise in leading cross-brand selling
Experience Selling into the Retail Industry is preferred

Client Representative Resume Examples & Samples

7+ years of experience in managing telecom clients
Ensure quality and profitable services are performed to the agreed SLA
To specify systems, processes and methodologies, to ensure effective monitoring, control and support of service delivery

Client Representative Resume Examples & Samples

Knowledge of Russia Telco Market sector,
Intelligent, well motivated and self sufficient person having the ability to work in hard timely stressed competitive environment
Ability to work in team
At least 5 years experience in Perform Consultative Selling
At least 7 years experience in Develop Client Relationships

Private Banking Client Representative Resume Examples & Samples

Two to four years of experience in financial services industry
Excellent customer service and problem resolution skills
Thorough knowledge of departmental and bank products and services
Proficient computer skills, especially Microsoft Office applications
Strong ability to understand departmental procedures and systems to operate with occasional supervision

Client Representative, Customer Solutions Resume Examples & Samples

Coordination and resolution of all customer requests, to the customers’ satisfaction
Research and analyze information, to resolve inquiries and problems
Maintain communication with customers and partners to inform them of the status of their request through to completion
Ease in understanding and quickly assessing customer inquiries and customer account status
Able to identify and close retention and sales opportunities, as required
Positive attitude in the face of difficult situations (difficult or unhappy customers)
Able to coordinate multiple priorities simultaneously, with demanding timelines
Adaptable; thrives in an evolving environment and is comfortable with change
MS Excel Intermediate level (pivot tables, reconciliation, etc.)
MS Word Basic level
Proficiency of the following tools: SOPRO, CIMS, ACCESS, NT Selection, WOT, BQT, ATOM, WFM, SAP, SOGD, Helios, I-Demande, NEXXUS, e-Centrex
Working knowledge of the following tools: FSOS, KANA and NOVA

Client Representative Resume Examples & Samples

Interpret customer requirements in order to seize opportunities to promote the benefits of doing business with Bell and close sales, in order to retain and generate revenue
Respond to customer calls and inquiries, including those related to billing, products and services, received through the Solutions call queue or by email
Issue orders and update customer profiles in different tools as required
Be the single point of contact for the customer, eliminating call transfers and hand offs to other departments
Comfortable communicating with customers both in writing and orally
Know the customer service process from start to finish, and understand the impact of your actions on the quality of the customer experience
Able to make quick decisions and propose innovative solutions to customer inquiries and concerns
Able to quickly understand and assimilate training, information and lessons learned and apply them directly
Able to refer process or product-related issues to appropriate partners, while remaining accountable for the delivery of the solution and all customer communication
Able to apply the techniques of active listening, empathy and win-win negotiation
Able to build and maintain professional relationships at all times, with internal and external partners and customers
Committed to delivering best in class Customer Experience; belief in the value of Bell Business Markets products and solutions
Strong knowledge of medium and large businesses products and various business solutions (including voice, Internet, IP, data, broadband and value-added) and their related processes
MS Outlook Basic Level
Proficiency of the following tools: SAP, BCRIS/CAPRICE, EOM/GCE, IPOTS and NM1
Proficiency of the following tools: SOPRO, CIMS, ACCESS, NT Sélection, WOT, BQT, ATOM, WFM, SAP, SOGD, Helios, I-Demande, NEXXUS, e-Centrex
Experience dealing with customer escalations

Client Representative Resume Examples & Samples

10+ years of telco accounts sales experience
Good at solutions selling, be able to handle large opportunities according to customer’s business needs. Not only follow customer’s requirement
Have passion on IT service selling, strong sales sense and selling skills
Strong communication skill between IBM internal, partner and customer

Service Client Representative Resume Examples & Samples

Proven core sales and relationship management skills,
Knowledge of the IT services marketplace
Experience selling into Retail Industry sector

Client Representative Wash DC Area Resume Examples & Samples

Must Have Experience selling into the Federal Space
3 plus years in a Sales role
Excellent Oral and Written Communication Skills
Experience with the Department of State and/or USAID is highly preferred

Client Representative for Public & Industrial Sectors Resume Examples & Samples

Knowledge of Azerbaijan Public and Industrial Market sector,
Knowledge of IT solutions for Public and Industrial sector,
Good communication and negotiation skills,

Client Representative Southern CA Market Resume Examples & Samples

High performance, ; strong sales track record; experience and results in strategic initiatives (with an understanding of cloud, mobility, security, cognitive..); experience selling into the Retail Industry is highly desired
Excellent Oral and Written Communication Skills are required
Background in Software Sales in Highly Desired
Retail Industry Exp
7 plus year in Software Sales or Retail Industry exp

Digital Client Representative Resume Examples & Samples

Knowledge of Vietnam market
Knowledge of IT solutions for Commercial segment,
Experience in Sales over 5 years,
Intelligent, well-motivated and self-sufficient person having the ability to work in hard timely stressed competitive environment

Client Representative Resume Examples & Samples

Provide compliance support for clients on a variety of Health & Welfare compliance areas such as: PPACA, COBRA, FMLA, HIPAA etc
Review all new and renewal policies, summary plan descriptions (SPDs) and plan amendments for accuracy (using required procedures) prior to delivery
Adherence to internal mandatory compliance standards
Ability & willingness to travel to clients 10% of the time
O High School graduate plus 3-5 years related experience required

Inside Client Representative Resume Examples & Samples

Meets and exceeds goals of increasing Westlaw customer revenue and usage in the assigned territory through telephone and web trainings and other related activities
Contacts via phone required number of customers to provide customers with training on Westlaw and Thomson Reuters solutions to ensure customer’s satisfaction
Maintains a superior level of knowledge and understanding/expertise on Westlaw, other business of law products and practice areas relevant to law firm customers
Maintains high level of knowledge and understanding of the business, systems, promotions and Thomson Reuter’s objectives and all other applications as appropriate
Promotes new products
Closely partners with appropriate field team and others on a formal and informal basis to achieve customer training and usage/revenue goals as well as overall customer satisfaction
Accurately log and report daily activities via various business systems and departmental processes
Perform other related duties/special projects as directed by management in a timely and accurate manner
J.D. required; license preferred
1-2 years legal experience preferred
Experience in law firm setting or with law firm customers preferred
Strong communication and presentation skills (both verbal and written), especially via telephone required
Interested in working independently and in determining how best to get through to users
Desire to work closely with other departments
Customer retention and revenue focus required
Experience/background in online legal research tools
High degree of professionalism and flexibility
Strong customer-centric focus
Computer proficiency, including Microsoft Office suite and internet required
Ability to multi-task using phone and computer eight hours per day

Client Representative Resume Examples & Samples

Minimum of 3 years knowledge of insurance industry is essential
Prior general office experience required
Strong attention to detail, with excellent organizational and time management skills
Excellent interpersonal skills and high sense of urgency
Excellent computer, written and verbal communication skills
Ability to effectively build and maintain positive working relationships with peers
Familiarity and knowledge of computer systems and operations is required
P&C producers license or willingness/ability to attain

Client Representative Resume Examples & Samples

Handles routine inquiries and transactions concerning clients
With supervision, assists real estate service advisors, client advisors, client executives and sales professionals in developing underwriting specifications, preparing proposals, insurance summaries, reports and correspondence
Prepares and maintains client insurance summaries under supervision of the real estate service advisors, client advisors or client executives
Coordinates and reviews billing and invoice materials, prepares invoices and certifications
Manages and supports the issuance of certificates of insurance
Manages and supports the issuance of auto ID cards
Prepares spreadsheets and other documents to support analysis of accounts
May obtain rates from rating bureaus. May assist in preparing proposals for client presentation and participate in group presentations
Understands and complies with published Marsh Professional Standards and guidelines
Has a college degree or equivalent work experience
Demonstrates proficiency in the use of company-sanctioned email, word processing, and spreadsheet software, as well as in-house, proprietary financial and sales-reporting systems, and navigation within the Internet
Possesses fundamental knowledge of office databases and company-sanctioned presentation software
Has an understanding of basic property/casualty insurance principals and basic understanding on claim handling/procedures
Must have excellent oral and communication skills

Client Representative Resume Examples & Samples

Diploma/Degree in insurance or equivalent and have working experience as a Property and Casualty or Infrastructure/Construction Broker
Attained minimum Certificate in General Insurance (CGI) or equivalent
Strong service orientation and good interpersonal skills
A team-player who is willing to share and learn with the team members
Possess positive attitude and initiative
Resourceful and able to work independently

Client Representative Resume Examples & Samples

Gathers information on exposures and operations to support preparation of submission and coverage specifications as needed
Develops an understanding of clients’ business priorities and risk management needs
Utilizes knowledge of industry, markets & clients in assisting in preparing underwriting specifications
Provides quality day-to-day service on client deliverables
Provide assistance with coverage questions and program adjustments; solves problems regarding client account issues
Supports Client Manager and MRC in the Claims Process
Key liaison/role for process and activities supported by Centralized Services, e.g. CIU, Certificates of Insurance, Auto ID cards and, Surplus Lines filings, including the utilization of MCD and other related tools, systems and templates
Communicates with International network on administration of global programs as needed
Two Years Related Experience
Strong Oral and written communication skills and the ability to work with all levels of staff
Agency Management System experience preferred

Senior Client Representative Resume Examples & Samples

Follow up and resolve all rejected trade requests in accordance with policy and procedures by prescribed timelines in collaboration with business partners as needed
Actively promote new/existing products, services and Marketing and Sales initiatives
Work closely with your direct leader and peer group to achieve personal and departmental objectives
Maintain/exceed departmental standards as prescribed by management
Ability to work both independently and as an effective team player within a team to provide excellent service to our clients and advisors
Previous client service or financial industry experience preferred
University degree or College diploma (preferably industry-related courses), is preferred
Completion or working toward completion of either the Canadian Securities Course (CSC) or Investment Funds Institute Course (IFIC) would be an asset

Client Representative Raleigh / Area Resume Examples & Samples

At least 3 years’ experience in Enterprise Sales
The ability to plan and facilitate and/or conduct complex negotiations for assigned accounts
Experience Selling into the Electronics Industry is preferred

Client Representative Resume Examples & Samples

Requires a high school diploma or equivalent
BA degree or equivalent experience preferred
2 or more years of customer-related work experience; prefer business-to-business experience
Demonstrated ability to effectively communicate with all levels of internal and external personnel and adapt to audience
Professional and collaborative interpersonal skills
Must be able to effectively problem solve with little guidance
Must have strong computer skills, including MS Office Suite and Internet
Anticipate the needs of clients
Ability to represent the company professionally both in person and through communication
Ability to learn Ecova’s full suite of services within six months
Demonstrated polished presentation skills
Ability to manage multiple priorities and activities for clients
Must be able to quickly learn reporting platforms and files including GL, CET, and custom accrual files
Team player, detail oriented, dependable and adaptable
Must be flexible with schedule and available to work extended hours to support team and client goals as needed
Able to review and understand client contracts to ensure services are being met
Must demonstrate effective leadership to teammates
Must be able to adapt to change easily

Client Representative, Surety Resume Examples & Samples

Manage the clients’ daily bonding needs, including, receipt and review of contracts and bond requests, facilitate required information exchange between clients and underwriters to secure timely approvals, and issuance and delivery of requested bonds
Maintaining ongoing communication with clients and their underwriters to insure a high level of customer service
Manage challenging issues and program-related matters for clients and leverage Client Advisory resources when necessary
Manage all administrative service delivery functions including bond issuance, modifications, renewals and cancellations, invoicing, collections, file and database management, and other related activities
Assist Client Advisor with brokerage duties including client information requests, surety meeting preparation, and program re-marketing efforts
Perform balance sheet and income statement analysis
Ability to perform job duties at a high degree of accuracy with attention to detail
Candidate will currently have or procure at the earliest opportunity Property and Casualty license
Strong organizational/multi-tasking skills, as well as excellent oral and written communication skills
Proficient in Microsoft Office applications (e.g., Word, Excel) and Business Objects
Experience in the insurance and/or Surety industry or equivalent experience is strongly preferred
Ability to handle multiple priorities in a fast-paced team environment
Familiarity with or ability to learn proprietary applications/databases (e.g., Msurety) is required
College degree is preferred but not required

Client Representative Resume Examples & Samples

Responds to Policyholder, Broker and Group Office inquiries regarding a wide variety of topics; including policy implementation, enrollment, billing, booklet and form requests, Dental Vendor, reporting, claims, underwriting, and web utilization. Inquiries may require detailed investigation or may require coordination with a wide range of areas throughout the company, however, the Client Representative is responsible for total ownership of the issue
Provides excellent service recovery, to include turning complaint/error situations into positive outcomes, delivering service from a total need level, and using every contact as an opportunity to provide a positive customer experience
Make outbound calls to Policyholders and Brokers whenever issues arise that may impact smooth servicing of a case. As needed, make outbound calls to Group Office on elevated issues or if notification is requested by group office
This position requires extensive or prolonged typing/keyboarding
Excellent human relations skills
Demonstrated organizational and analytical skills
Minimum of 1 year of customer service experience
Knowledge of group insurance products
Develops and maintains effective working relationships with Policyholders, Brokers and Group Office personnel

Services Client Representative Resume Examples & Samples

At least 2 years experience working in or with Communications Sector clients (Media, Publishing, Energy, Utilities, and/or Telcos)
At least 2 years of Business Development experience
At least 2 years of Deal Progression experience
At least 2 years’ experience in IT Service Sales
At least 2 years experience in leading proposal development
At least 2 years’ experience in Cloud, IT Service, and/or Network Service
At least 2 years' experience in applying business/financial insight

Client Representative Resume Examples & Samples

Responsible for the total client relationship with one or more important IBM clients or competitive prospects on various industries, for example: Banking, Insurance, Industrial Manufacturing
Bachelor's degree or higher; with major in IT, CS or Business Management related disciplines preferred
0-2 year relevant experiences preferred
A good sense of sales and basic understanding of IBM products/solutions
Understand and apply knowledge of information technology and associated solutions related to the client's business to attain his/her position and team objective
Up-to-date with the latest technique trends and technologies

Client Representative Resume Examples & Samples

Prospect via IBM tools and other resources for new buyers and new opportunities within the client organizations
Collaborate with other consultative sales and non-sales IBM colleagues to deliver outstanding client engagements
Develop and execute long-term consultative sales strategies to maintain current clients and generate new business opportunities; share insights that build and promote the IBM brand across the web and social media
At least 3 years’ experience working in Federal market relevant to IT industry
Able to obtain and maintain a security clearance
At least 5 years’ experience working in Federal market relevant to IT industry
Experience working in multiple industries
Consultative Sales and leadership experience
Experience in use of social digital media/tools to interact with clients

Client Representative Resume Examples & Samples

Establish and maintain strong client relationships
Effectively resolve escalated client issues with minimal guidance from supervisor with both the company and client in mind
Utilize Case Management workflow tool
Responsible for technical support including web training, reporting, and questions from internal and external stakeholders
Organize and lead conference calls both internally and externally
Participate and answer questions during the client on-boarding process
Build and maintain Quarterly Business Reviews for clients
Maintain internal information/databases in order to effectively serve our clients including TAC files and Sharepoint sites
Participate and lead client tours
Maintain current day-to-day service deliverables, while assessing client needs for up sell opportunities
May support clients through the process on issues such as; bankruptcy, rate changes, shut-offs, budget, late fees, service failures, funding reconciliations, third-party access request, variance reports, EPR reports, and special process requests, while maintaining a balance of client and company needs
Facilitate and follow through to completion, any modifications requests to GL, data feed, and CET files
Backup team members to uphold team goals as needed
Requires a high school diploma or its equivalent
BA degree preferred or its equivalent
In-depth knowledge of Ecova’s full suite of services
2 or more years of customer related work experience
Demonstrate excellent oral, written, and interpersonal communication skills
Ability to effectively communicate and adapt to audience
Must be able to problem solve with little guidance
Must have strong computer skills, including familiarity with Word, Excel, Powerpoint, Outlook and Internet
High level of knowledge of reporting platforms and files including GL, CET, and custom accrual files
Must be a team player, detail oriented, dependable and adaptable
Must be flexible with schedule and available for overtime work as needed
Ability to review and understand client contracts to ensure services are being met
Must demonstrate leadership principles

Shaker VJT Test Req-client Representative Resume Examples & Samples

Open files and activate invoicing for new customers
Perform credit checks, adjustments and invoicing (amounts, authorization, charging, periods)
Verify and approve Customer Service reimbursement requests
Make special deposits (government and other cheques)
Perform periodic checks to ensure that all customers have been invoiced
Generate invoicing files for printing
Sort invoices rejected by the printer
Verify and update deposits
Sort the mail on a daily basis
Provide service for internal customers
Perform all other tasks related to this function
Minimum 6 months in a similar position
Experience analyzing and reconciling customer accounts
Expert knowledge of Office Suite, Explorer and SBN
Administrative accounting tasks, an asset
Autonomous and resourceful
Able to work as part of a team
Productive
Diplomatic
Bilingual, written and spoken, mandatory

Client Representative Resume Examples & Samples

Dedication for client
Good communication skill, fluent English
Eager to learn
Willingness to help other, good team work

Client Representative Resume Examples & Samples

Quick learning ability of IT solutions
Can accept frequent business travel
Related Sales experience

Client Representative, Collection Resume Examples & Samples

College Diploma an asset
Bilingual (French / English) an asset
Experience of two (2) years in a similar position and/or in customer service
Knowledge of Word, Excel and Outlook
Effective communication with customers
Ability in negotiation
Good judgment, capacity to take initiative
Work schedule: 37.5 hours/week, Monday to Friday

Event Client Representative Resume Examples & Samples

Unload and load housekeeping carts with supplies
Clean the Hotel guest rooms and bathrooms
Change linen and terry in guest rooms
Maintain the cleanliness of the hotel public areas
Show them you CAN, show them you CARE; following all essential principles in the Little Red Book
Have passion for service; like taking care of others; and provide that friendly above and beyond service to Your customers
Here are some of the legal items we talked about in the introduction. Review, comply with, and promote the company's Affirmative Action Plans for minorities, women, veterans and persons with disabilities

On-site Client Representative Resume Examples & Samples

Bachelors degree highly preferred
Exceptional relationship-building skills
Previous account management experience highly preferred
Bilingual (Spanish) Strongly Preferred

Senior., Client Representative Resume Examples & Samples

Responsible for proactive customer management, education, development, profitable growth and retention for group, voluntary and integrated cases
Drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their block
Responsible for the oversight of onboarding and overall management of client relationship that supports sales growth and retention
Represents EB and presents educational material at customer enrollment events, supporting optimal participation
Focused on development of strategic client management and leadership skills
4 year college degree or equivalency strongly preferred
5 or more years employee benefits /insurance industry experience required
Required insurance licensing
Strong consultative skills; able to think broadly when problem solving and making decisions
Superior relationship building/management, interpersonal and partnership skills; able to influence a range of constituents
Presale expertise that can assist in the influence and sale of Voya’s value proposition
Proven strategic re-enrollment expertise
Strong leadership skills. Ability and desire to coach and mentor others
Full understanding of underwriting and risk concepts
Full understanding of, and ability to correlate between the entire Voya product portfolio to educate, and on a consultative basis cross sell products/services to brokers/clients

Senior Global Markets Client Representative Resume Examples & Samples

To travel within the UK with expectation that a considerable amount of time will be spent weekly with the client in the South of England and Scotland
To take responsibility for developing the C-suite relationships, building, developing and coordinating the strategy for bringing business and IT value to this important Client
To work with the client to bring solutions to business problems
To lead in the new areas of Cognitive, Cloud and Security
To lead the IBM team in front of the client

Client Representative Resume Examples & Samples

Nivel de estudio: Universitario Sistemas o similares,
Experiencia en :Ventas,CAMSS, ventas de soluciones, mayor a 3 años
Fuerte Skill en comunicación efectiva

Client Representative Resume Examples & Samples

Planning and executing IT solutions sales to large sophisticated financial industry client
Building and maintaining relationships with mid-level to senior level client management in order to sell complex IT solutions
Identifying business opportunities with current and prospective clients
Execute normal sales “hygiene” activities without complaint or prompting
Meeting quarterly sales targets for: SaaS solutions, Revenue, and Profit
Develop and execute a relationship plan to address both Infrastructure and Line-of-Business organizations, leveraging IBM subject matter experts, executives, and thought-leaders as needed to provide value to the client
Integrates IBM in front of the client providing one face, one IBM strategy for the client
Maintain a thorough understanding of the Financial Services Industry, including industry trends, industry business processes, industry financial measurements and performance indicators, and key competitors in their industry
Lead/Manage the development of territory account plan and primary responsibility for identifying and prioritizing opportunities and developing client-valued solutions involving multiple brands and elements
4 years experience in Relationship Management
Successful 5 to 10 year track record in information technology sales – concentration in infrastructure / finance industry a plus
Demonstrated ability and experience selling Cloud (IAAS, PAAS, SAAS), Artificial Intelligent (Cognitive) and Distributed/Midrange SW and HW

Enterprise Client Representative Resume Examples & Samples

Bachelor's Degree
Knowledge of Vietnam North Telco Market sector,
Knowledge of IT solutions for Telco sector,
Experience in Sales over 7 years,

Client Representative Resume Examples & Samples

Handles routine inquires and transactions concerning clients
With supervision, assists client advisor, client executives and sales professionals in developing underwriting specifications, preparing proposals, insurance summaries, reports and correspondence
Prepares and maintains summary client insurance summaries under supervision of the client advisor or executive
Reviews policies and initiates draft recommendations for coverage
May obtain rates from rating bureaus
May assist in preparing proposals for client presentation and participate in group presentations
Demonstrates proficiency in the use of company-sanctioned e-mail, word processing, and spreadsheet software, as well as in-house, proprietary financial and sales-reporting systems, and navigation within the Internet

Client Representative Resume Examples & Samples

Responsible for the oversight of onboarding and overall management of assigned customer relationships, supporting retention of business
Identify & execute cross selling initiatives to expand their customer portfolio
Manage a smaller block of business comprised of less complex groups
Represent EB and present educational material at customer enrollment events, supporting optimal participation
Develop skills that support proactive customer management, education, development, profitable growth and retention for EB product portfolio
Focus on development of solid skills that drive, design, and execute integrated enrollment, service and growth strategies for EB customers
Experience in the employee benefits /insurance industry experience preferred
Ability to think broadly when problem solving and making decisions
Segment/specialty knowledge preferred
Strong interpersonal and partnership skills
Excellent communication, presentation, negotiation, persuasion, and conflict management skills
Ability to anticipate needs of clients and educate

Client Representative Resume Examples & Samples

Dependent upon the role being performed at the time in relation to the client assignment, please refer to the Responsibilities Section of either the Client Executive or Client Representative Marsh Canada Job Summary
Post-secondary education or equivalent work experience within an insurance and risk consulting environment, preferably including one or more insurance related designations or degrees
Hold appropriate license(s)
Strong business acumen including a well-rounded knowledge of general business function, finance and issues
Excellent communication (verbal and written) and interpersonal skills, with the ability to interact at all levels of the organization including the ‘C’ Suite
Demonstrated initiative to be proactive
Results oriented with a strong client service orientation and proactive in solving client needs with a sense of urgency in all client matters
Effective team player
Computer literate with proficiency in email, spreadsheet, wording processing and presentation software
Ethically beyond reproach

Client Representative Msps Resume Examples & Samples

Perfil 100% comercial
Perfil y experiencia comprobable en Ventas
Conocimiento preferentemente en venta de Soluciones de Software
Experiencia comprobable en venta de Software Solutions
Skill de líderazgo
Experiencia trabajando con altos ejecutivos

Client Representative Resume Examples & Samples

Prepares underwriting specifications
Assist in producing client proposals, analysis and presentations as required
May develop account income forecasts, monitors budgetary functions and billing activities
Manages the billing and receivable activity on assigned accounts
Interacts regularly with clients and underwriters
Reviews policies and initiates draft recommendation for coverage
Request changes from underwriters
May coordinate, train and supervise the activities of Insurance Assistants or Client Representative I’s
May manage the certificate and auto ID process
Has a solid understanding of basic property/casualty insurance principals
Must have excellent oral and written communications
Exercises independent judgement in servicing a number of accounts
Has a minimum of 4 years experience and is appropriately licensed

Client Representative Resume Examples & Samples

Minimum of 3 years sales experience working in direct sales capacity or business partner selling
Must have oral and written fluency in Latvian and English
Excellent communication & interpersonal skills
Excellent selling and presentation skills
Proven negotiation and multi-level selling skills
Proactive and entrepreneurial work style with strong sales execution
Self-managed and motivated, but must be a team player with excellent interpersonal skills
Experiences with developing appropriate winning sales strategies
Experience in solutions selling methodology with focus on CAMS (Cloud, Analythics, Mobile, Security)

Client Representative Resume Examples & Samples

Passion for analyzing products, clients and market dynamics
Excellent verbal, presentation and written communication skills required -Strong relationship building skills
Ability to manage multiple projects simultaneously
Ability to travel 10% during training and 50-75% following the training period
Must reside in Kansas City or surrounding community
2 to 8 years of sales experience
Prior project management, healthcare, or IT experience
Proficient with Microsoft Office, Windows and Power Point
Working knowledge of the healthcare industry (i.e. work in clinical environment, volunteer work)

100

Senior Client Representative Resume Examples & Samples

Works directly with the Client Executive, ACE, Client Manager, Placement Specialist or Broker to provide our clients with the best possible service
Gathers information on exposures and operations to support preparation of submission and coverage specifications as needed Develops an understanding of the clients’ business priorities and risk management needs
Supports team in producing client proposals and presentations
Provides assistance with coverage questions and program adjustments; solves problems regarding client account issues

101

Senior Client Representative, Surety Resume Examples & Samples

Works directly with the Client Executive, ACE, Producer & Client Manager to provide our clients with the best possible service
Gathers information on exposures and operations to support preparation of submission and coverage specifications as needed (some differences between GRM and National)
Develops an understanding of the clients’ business priorities and risk management needs
Utilizes knowledge of industry, markets, and clients in assisting in preparing underwriting specifications
Responsible for understanding invoicing process and procedures, utilizing invoice control form, and working with the Centralized Invoicing Unit to ensure the invoice process is completed within the Marsh regulatory, and compliance standards, meeting the client’s service requirements in this task
Responsible for coaching, mentoring, and sharing knowledge with the other reps
Solves problems regarding client account issues & ensures that appropriate messages are being sent from the representatives to the clients
Participates in client meetings and internal strategy meetings
Provides necessary information to operations to create account information in databases (MINA, CMS, PCR, etc) and updates information as needed
Completes first check of policy and advises CM of differences/issues (NB only)
Viewed as the back up or support for the Client Manager or ACE for Ongoing Client Service issues
Tracks and close for monies due until received from clients

102

Client Representative Accounts Payables Resume Examples & Samples

Receive, analyze and validate the information gathered from the various requests and complaints
Take the necessary corrective measures and ensure the integrity of customer files
Provide supported / or guidance of accounts payable systems (LSCP,SAP) and company’s policies and procedures
Autonomous
Strong team spirit
Strong analytical capabilities
Intermediate knowledge in Excel (Pivot tables, VLookup)
Basic knowledge in Access
Basic knowledge in Word
Knowledge of SAP
Basic knowledge in accounting / Validation test

103

Quality Client Representative Resume Examples & Samples

Responsible for the initiation, negotiation, administration, and implementation of quality agreements to provide for proper contract fulfillment in accordance with company policies, legal requirements, quality requirements and customer specifications
Contract Initiation - Initiate and draft quality agreements for new contracts as requested. Draft agreement based upon regulation-specific cGMPs and requirements for the drug product
Contract Negotiation - Maintain communication to ensure timely execution by the parties. Work with clients and internal functional areas to reach agreement on quality and technical aspects of a contract. Draft contract language to meet internal requirements as well as regulatory requirements from multiple regulatory agencies. Advise management and functional areas of contractual rights and obligations, as necessary
Contract Administration - Maintain contractual information including negotiation status and agreed upon terms and conditions in appropriate database. Oversee administration of contractual information including generation of reports for tracking and communicating contract requirements. Update quality agreement template and procedure(s) as needed to ensure regulatory requirements are met. Regularly review quality agreements for accuracy as required by SOPs
Contract Implementation - Examine contract documents to ensure accuracy and completeness. Assist various technical and quality personnel in understanding quality agreement obligations. Answer contractual related questions, as applicable
Support day-to-day operation of CAPA related recurring meetings and CAPA Quality System
Support CAPA System requests for external/client/internal audit activities
Track, trend, compile and report CAPA quality metrics as necessary
Utilizes problem-solving tools to drive root cause analysis and appropriate corrective / preventative action
Understands Quality Systems, Regulatory, and Procedural requirements that govern the client/company relationship and product
Bachelor’s degree required, preferably in a science related field
Minimum 5 years pharmaceutical industry experience and 2 years of experience with business and contractual terminology required. Experience in quality is a plus
Excellent communication skills, both written and verbal, with the ability to interact with many functions and levels across the organization and to negotiate effectively with customers
Excellent organizational skills (attention to detail) and collaboration skills (must present oneself well) with the ability to meet tight deadlines and manage multiple projects concurrently
Familiar with quality operating procedures, quality and regulatory requirements pertinent to pharmaceutical, biological and biochemical quality
Computer proficiency in Microsoft Word, Excel, and Outlook and the ability to use enterprise software (examples include: JDE, BPLM, Pilgrim, Trackwise, etc.)

104

Client Representative Resume Examples & Samples

Analyzes balances and reconciles client tax deposit and filing information with employee balance information and resolves any out of balance conditions by working with the client, Financial Services Center Associates, and assigned Implementation Center Associates
Coordinates and reviews client documentation for client deposits and filings for all affected quarters
Proactively communicates any balance issues, develops resolution plan and notifies client of any advice of debit as applicable
Provides internal business partners and clients with status of Mid-Quarter and Mid-Year conversions
Utilizes Smart Standard FLT Process client communications and Quarterly Tax Verification letter to notify clients of current full level tax status
Provides client with Quarterly Wage and Tax Register to ensure client information is recorded properly for W2 purposes
Utilizes current processes, tools and systems to enter and submit current and prior quarter tax liability and tax deposit information
Utilizes proper tools and systems to record client status, update project milestones, and maintain client documentation in accordance with FLT Smart Standards updates
Ensures timely follow up with clients and internal business partners
Provides technical expertise and guidance to less tenured FLT Implementation Specialists and may assist in their training
Makes recommendations regarding changes to training curriculum and/or new procedures to management or Implementation Team Leader (ITL) as appropriate
Attends and participates in training on ADP Payroll and Tax products; keeps up to date on all new product rollouts and existing offerings that affect Full Level Tax. Continues to update knowledge through available resources to ensure familiarity on legislative changes in tax laws
May work on special projects or other duties as assigned
Minimum of 1 year experience in a service oriented processing capacity
Associates Degree and/or equivalent experience required
Proven proficiencies in payroll, tax deposit and tax reporting preferred
Excellent communication skills with internal and external clients
Ability to manage multiple projects, set priorities and effectively utilize resources
Ability to work well under strict time constraints, prioritizes client issues, adapts quickly to changing needs, and is flexible when priorities shift
Aptitude for detail, possesses effective troubleshooting and analytical skills
Math/Accounting Principles proficiency preferred
Knowledge of PC, Windows, Internet, word processing, and spreadsheets required
Knowledge of ADP Payroll Systems preferred

105

Client Representative Resume Examples & Samples

Responsible for the total client relationship with one or more important IBM clients or competitive prospects, especially apply in the industry of Electronics, Manufacturing, and Semiconductor
Represent IBM to sale IBM solutions (not limit to IT products, solutions, but including business consultancy), to the assigned customer to achieve the quota, to keep long term relationship and customer trust. In the meanwhile to gain market share, and to beat competitors in the assigned territory. Maintain the certain level of customer satisfaction
A good sense of sales and basic understanding of industrial insights and IT solutions like cloud, analytics, cognitive, etc
Positive attitude, passion in work, strong communication skill and good team work experience
5-8 years relevant sales experience in Electronics/Manufacturing/Semiconductor related industry is preferred, not limited to IT solutions

106

Client Representative Resume Examples & Samples

Post secondary education or equivalent work experience, with, ideally, a minimum of 4 years progressive Client Representative experience in commercial lines
Holds appropriate broker’s license(s) for the Province of domicile
Possess a solid understanding of basic property/casualty insurance principals and risk management concepts
Good computer skills with proficiency in email, word processing and spreadsheet software, as well as working knowledge of presentation software
Ability to work independently and within a team-based environment

107

Service Client Representative Resume Examples & Samples

Good Negotiating and Customer relationship skills combined with a disciplined approach to IBM's sales methodology and to territory planning. Knowledge of IBM Infrastructure Services portfolio and processes are a distinct advantage
Fluent in English + Dutch + French to cover the Belgian sales territory
Serves as the clients single focal point for Global Technology Services (GTS) and has ultimate responsibility for GTS in the account. Serves as the GTS brand focal point on the cross brand IBM sales team in his assigned territory
Creates and executes the sales GTS strategy fin the assigned territory, driving GTS pipeline generation, progression, and closure and be responsible for client satisfaction and growth
Develops and maintains strong client relationships with C-Level and key influencers, in the IT and line of assigned industry, business organizations, based on a history of performance and credibility, earning a reputation as one of the client as trusted business adviser
Demonstrates a high level of business acumen and applies a thorough understanding of the clients business, organization, strategy, financial position, and business issues
Maintains a thorough understanding of the clients industry, including industry trends, industry performance indicators and key client competitors in their industry
Understands and applies IBM strategies and offerings for all GTS Service Lines and IBM industry solutions to address the clients business needs
Understands and navigates IBM to identify, acquire and coordinate a team of critical resources needed to address client needs; leads the cross-functional team to develop the best solution for the client
Identifies solution opportunities by aligning IBM as industry and GTS strategies with the clients most important business needs
Responsible for overall client satisfaction for services
Experience selling

108

Brs Client Representative Resume Examples & Samples

A minimum of 2 years servicing external Business, Commercial or Wealth Management clients
Knowledge of Commercial Banking Required
Fluent in Spanish helpful

109

Supervisory Client Representative Resume Examples & Samples

Ability to adapt behavior or work methods in response to new information, changing conditions, or unexpected obstacles
Knowledge of the cargo industry's workflow and operations
Knowledge of statutes, regulations, operational policies, and procedures related to import and export processes
Ability to project requirements for money, staff, materials, facilities, and services needed to support a program/project
Ability to express ideas in writing in a clear, convincing, and organized manner
Your resume: A resume describing your job-related qualifications is required and will be used for the purpose of reviewing your qualifications and determining what training, if any, would be required when placed. Your resume must be in English and must include your job titles and a detailed description of your duties and the dates you performed them (MM/DD/YY), as well as your hours per week for each position listed. Your resume should also contain your full name, address, phone number, email address, and salary. NOTE: Resumes stored on USAJOBS will not automatically carry over to this announcement
Your responses to the job questionnaire View Occupational Questionnaire
Are you claiming special priority selection rights under the Agency Career Transition Assistance Program (CTAP)? You must submit a separation notice; your most recent SF-50B (noting your current position, grade level and duty location); a current (or last) performance rating of record of at least fully successful or equivalent; an agency certification that you cannot be placed after injury compensation has been terminated; an OPM notification that your disability annuity has been terminated

110

Client Representative, Lmlf Resume Examples & Samples

Demonstrates strong customer relationship skills by cultivating, maintaining, and engaging customers on Thomson Reuters and Westlaw products in order to promote usage and revenue growth objectives; makes customers and their interests a primary focus of one’s actions
Uses appropriate interpersonal styles and communication methods necessary for Large & Midsize Law firms in order to gain acceptance of a product, service, or idea from prospects and clients
Partners with field sales/product specialists to meet territory goals
Desires and acquires knowledge within a specialized practice area in order to effectively understand the overall needs of the customerExhibits a positive service aptitude, and can identify opportunities within accounts; understands competitor products and builds effective relationships and product solutions to build preference for Thomson Reuters products
Relishes ongoing, self-initiated learning; assimilates new information quickly, welcomes feedback and applies knowledge to practical use on the job
Provides product training and demonstrations for existing and/or potential customers through customer visits, online training and/or trade shows
Works with Client Managers, Sales Executives and Regional Management in achieving regional and divisional goals
Builds strong relationships within accounts to help identify opportunities for up-selling and new products sales
Assist in developing, marketing, and conducting training classes at customer locations
Assist in other marketing efforts, including trade shows, topical seminars, and new product releases
Partners with Education Training Managers, Marketing, Sales Executives and Legal Technology Specialists in order to create successful communication, education and training on Westlaw products
J.D. degree required
Strong communication, presentation and Westlaw legal research skills
Customer service orientation and experience
Sales experience and aptitude a plus
Proficient in MS Office/internet
Legal practice experience preferred
Ability to travel occasionally to sales training, meetings and to customer locations

111

Commecial Client Representative Resume Examples & Samples

8-10 years min experience in a customer facing role in sales
Proven trackrecord of succesfully selling business solutions to the C-Suite Line of Business
Demonstrated success using digital and social selling skills to find, engage and move business forward with clients
Achieved sales targets through proven ability to identify and manage the right channels to reach out to prospects and clients
Understanding of business solutions (erp, crm) analytics solutions, - understanding of cloud solutions and IT solutions as well is a benefit
Strong conceptual and analytical skills
High level of Emotional Intelligence
Experience in managing sales teams
Experience in managing business partners/ecosystem
Proficient in personalizing digital interactions and leveraging social platforms
Working knowledge of IBM's go to market strategy, industry focus and strategic solutions (analytics technologies)

112

Client Representative, Unit A Resume Examples & Samples

Post-secondary education or equivalent work experience
Detail oriented with good computer skills with proficiency in email, word processing and spreadsheet software, as well as working knowledge of presentation software
Strong organizational skills in prioritizing work, multi-tasking and consistently meeting deadlines

113

Client Representative, Lmlf Resume Examples & Samples

Uses appropriate interpersonal styles and communication methods necessary for Large & Midsize Law firms in order to gain acceptance of a product, service, or idea from prospects and clients. Partners with field sales/product specialists to meet territory goals
Desires and acquires knowledge within a specialized practice area in order to effectively understand the overall needs of the customer
Exhibits a positive service aptitude, and can identify opportunities within accounts; understands competitor products and builds effective relationships and product solutions to build preference for Thomson Reuters products
Responsibilities

114

Senior Surety, Client Representative Resume Examples & Samples

Executes all bid, performance, payment, and miscellaneous bonds
Invoices all bonds and prepare client letter according to Professional Standards enclosing binder/cover notes
Keeps all information pertaining to financial year end statements, interim statements, bank lines of credit, insurance certificates, and personal financial statements for owners up-to-date
Manage the billing and accounts receivable activity on assigned accounts
Manages renewal of all miscellaneous surety bonds and contract surety bonds
Handles all general correspondence and maintains a working relationship with clients and underwriters
Participate in client meetings, underwriter meetings, and group presentations
Maintains proper records in both paper and electronic forms
Works with other Surety Account Managers to develop company-wide surety procedures and establish practical surety policies
Post-secondary education or equivalent work experience, with, ideally, a minimum of 5-7 years progressive Client Representative experience in Surety
Possess a solid understanding of surety principals and risk management concepts
Excellent verbal and written communication skills (bilingual in Quebec)
Results oriented with a strong client service focus

115

Client Representative Temp to Hire Resume Examples & Samples

Work directly with reseller purchasing representatives to accept, confirm, place, release, and track a high volume of reseller orders, and authorize reseller returns
Coordinate reseller returns cross-functionally with the warehouse, Finance and Technical Support
Maximize the selling time for Account Managers by taking point on lead qualification pricing
Use knowledge of Planar products, business model, values, and chosen customer intimacy marketing discipline to build effective relationships
Analyze customer inquiries to determine and qualify new design win opportunities
Coordinate customer purchase orders with Planar's Legal, Finance, Manufacturing, Supply Chain, and Customer Service departments
Proactively work on shipping schedules based on customer needs
Resolve production scheduling, shipping, or invoicing problems through communication with the functional representatives
Handle customer quality or service issues after the sale, working with the respective manufacturing operations teams
Support Marketing efforts by offering customer insight and knowledge in the development of outbound marketing communications
Foresee potential order process problems and proactively resolve them before they significantly impact the customer
Manage multiple e-mail inboxes concurrently
Excellent interpersonal, organizational, time management, and decision-making skills essential
Demonstrated written and oral communication skills via e-mail and telephone
Ability to meet and exceed customer expectations
Demonstrated proficiency with Microsoft Office required
Demonstrated proficiency with order entry processes required
Bachelor’s degree or equivalent relevant experience
At least one year of work experience in a high tech business environment
Prior experience with an ERP and/or Client Relationship Manager system required
Prior Sales Operations, Inside Sales, Customer Support, or Channel Sales experience preferred
Flat panel display or video wall technologies experience is a plus
Experience in Microsoft AX and SalesForce.com highly desirable

116

Client Representative Resume Examples & Samples

Minimum of 3 years’ of experience working in commercial lines insurance for a carrier or broker is essential
Extensive knowledge of commercial insurance industry
Excellent communication skills to effectively service customers
Must be a self-starter and have the ability to multi-task
Property/casualty license or ability to attain is required

117

Client Representative Resume Examples & Samples

Support Sales Directors to accomplish agreed upon sales goals and assure account continuity & customer satisfaction
Drive opportunities to closure for low complexity products and services, under the oversight or independently of client account executive
Assist Sales Directors and Sales Executives in driving opportunities to closure for higher complexity products and services
Route opportunities to Sales Executives, sales agents, resellers, or web, as appropriate
Assist accounts in ordering and managing service contracts via extranet portals
Assist Sales Directors and Sales Executives in the processing of all product orders to ensure a successful post-sale implementation
Ensure all documentation received is compliant with established policies and processes prior to submitting orders
Ensure all related discount thresholds are adhered to and assist with securing additional discounts with Sales leadership as needed
Work with Demand Generation Team to identify, screen and qualify prospects and customers
Assigned either to a geographic territory or national account based on potential opportunity, account complexity and location
Participate on project team to learn new systems in order to be a resource for the Sales Directors and Sales Executives
As a key member within new sales systems, you will be the portal for Sales Directors and Sales Executives to gather information from the new system during the pre-launch stages
Bachelor degree preferred
A desire to pursue a career in sales
Conceptual understanding of a business-to-business sales transaction
Ability to work independently to complete workload responsibilities
Must be PC proficient with working knowledge of various spreadsheet and presentation programs

118

Client Representative Resume Examples & Samples

Serve as the day-to-day client contact and managing all stages of the planning, execution, and analysis of each campaign
Coordinating and implementing daily account activity on behalf of the client
Comfortable working with and pitching conservative-leaning organizations and causes
Have an understanding about relevant social media channels for our clients; assist with creation of compelling social media content and populate within social media channels
Develop content strategy and development, multimedia and social media production for clients to include email communications, content management, and web analytics

119

Client Representative Resume Examples & Samples

Home base in Guangzhou
Rich experience in dealing with telco clients in South China, especially skillful to communicate with LOBs leader and VPs
Technical expert, be familiar with IT tech trend, can engage client and cook big initiatives
Good sense of responsibility, ownership and ability of work under pressure

120

Client Representative Resume Examples & Samples

Typically assigned to accounts having less complex needs with no renewal goals associated with assigned accounts
Generally requires assistance when resolving more complex problems
Responds to client questions and maintains a log of conversations
Prepares renewals and client information presentations and assists in preparing RFP responses
High School Diploma/GED and 1 or more years of related experience

121

Client Representative Resume Examples & Samples

At least 5 years of experience selling hardware, software, infrastructure service and business consulting service
Knowledge in financial service sector or insurance industry will be a must
Need to be able to manage overall client relationship, lead cross-brand engagements across different IBM functions, and achieve assigned business goals
Speaking and writing in both Chinese and English

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