Client Service Account Manager Resume Samples
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Client Service Account Manager Resume Samples
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AO
A Ondricka
Ava
Ondricka
43758 Wunsch Walk
Houston
TX
+1 (555) 838 7245
43758 Wunsch Walk
Houston
TX
Phone
p
+1 (555) 838 7245
Experience
Experience
Detroit, MI
Cib-client Service Account Manager
Detroit, MI
Blanda, Nolan and Bradtke
Detroit, MI
Cib-client Service Account Manager
- Become the Clients’ trusted adviser
- Promote use of self service tools to reduce number of Client enquiries
- Analyse payment and associated activities in order to identify efficiencies and cross sell opportunities
- Participate in and support TS initiatives
- Identify and escalate potential risk associated with Client activities
- Record all Client interactions (e.g. calls, meetings, issues, proactive communications)
- Provide proactive client support
Los Angeles, CA
Cib-treasury Services Client Service Account Manager
Los Angeles, CA
Fahey-Wilderman
Los Angeles, CA
Cib-treasury Services Client Service Account Manager
- Assist in developing and executing strategic Client plans
- Support CS transformation initiatives and work closely with regional/global CS partners
- Actively manage a number of identified top tier clients including Corporate, Financial Institutions and Non Banking Financial Inst
- Develop, maintain and broaden partnerships with Clients
- Co-ordinate a uniform approach with the client, ensuring a consistency of interaction with key client contacts at all levels and establish a rapport that allows for joint strategic and tactical planning
- Actively manage a number of identified top tier clients including Financial Institutions and Non Banking Financial Inst
- Develop internal partnerships (e.g. Sales, Operations, Product, WSS)
present
Boston, MA
Client Service Account Manager for Financial Institutions
Boston, MA
Carroll-Yundt
present
Boston, MA
Client Service Account Manager for Financial Institutions
present
- Manage and provide best in class client service to a portfolio of top tier Treasury Services clients based in the GCC Region
- Assist in developing strategic client plans and support the execution thereof
- Take ownership in pending cases follow-up and provide proactive updates to clients
- Understand and manages client risk at JPMorgan
- Develops internal partnerships
- Identify opportunities for product development and enhancement
- Make suggestions to both clients and internal for improving business processes
Education
Education
Associate’s Degree in Quality
Associate’s Degree in Quality
Illinois State University
Associate’s Degree in Quality
Skills
Skills
- Strong organisational skills; ability to manage multiple priorities whilst meeting deadlines
- Ability to work effectively under pressure whilst maintaining a professional manner
- Excellent presentation skills, with the ability to engage a senior-level audience
- Excellent verbal and written communication skills
- Compliance mindset with a solid understanding of risks associated with the provision of services to clients in our line of business
- Dual-ability to work effectively as both a team player and alone
- Ability to develop and mobilise internal networks and resources
- Ability to effectively use and manage multiple systems
- Strong organizational, project management and planning skill sets
- Strong executive presence, strategic thinking and influencing skills (both within JPMorgan and influencing the client)
6 Client Service Account Manager resume templates
Read our complete resume writing guides
1
Cib-client Service Account Manager Resume Examples & Samples
- At least six years previous financial institution experience
- Three years or moreTreasury Services and Cash Management experience
- Treasury Services product knowledge
- At least three years customer service experience
- Microsoft Office XP Professional Suite
- Customer service technical application experience preferred, i.e., Pega, Collateral Analysis System, Customer Account Analysis On-line
- Negotiation skills
- Problem solving ability
- Ability to handle multi-task functions on an ongoing basis
- Ability to handle sensitive clients using discretion and sound judgment
- Consistent follow through with operational areas
- Korean language and writing skills preferred
2
CIB Treasury Services Client Service Account Manager Resume Examples & Samples
- Promote use of self service tools to reduce number of Client enquiries
- Promote sharing of experience and best practice across the Service team
- Develop internal partnerships (e.g. Sales, Operations, Product, WSS)
- Identify and escalate potential risk associated with Client activities
- Strong organisational skills; ability to manage multiple priorities whilst meeting deadlines
- Ability to develop and mobilise internal networks and resources
- Client service and portfolio management experience
- Knowledge and understanding of Treasury Services products, processes and risk policies (nice to have)
- People and project management skills (nice to have)
3
Cib-client Service Account Manager Resume Examples & Samples
- Assist in developing and executing strategic Client plans
- Participate in and support TS initiatives
- Knowledge and understanding of Treasury Services products, processes and risk policies preferable
4
Cib-client Service Account Manager Resume Examples & Samples
- Bachelor's degree holder with 5 years experience in customer service or Sales/Re lationship Management/Product Management role, or demonstrated success in dealing with complex clients and preferably with exposure to financial institutions and multinational corporates
- Understanding of various aspects in clearing such as SWIFT, RTGS,T/Tand GIRO
- Excellent telephone manner and emailetiquette
- Good command of English,Cantonese and Mandarin
- Strong inter-personal and relationship management skills
5
Cib-client Service Account Manager Resume Examples & Samples
- BA (or equivalent), preferably in accounting, MBA or CPA desired
- 10 years of financial services experience with client servicing and/or client relationship management
- Strong executive presence, strategic thinking and influencing skills (both within JPMorgan and influencing the client)
- Strong organizational, project management and planning skill sets
- People and virtual team management preferred
6
Cib-ts Client Service Account Manager Resume Examples & Samples
- Understanding of cash management products such as Time Deposit, FX and Sweeping
- Able to provide quality services in a high inquiry volume environment
- Accuracy and ability to follow through
- LOB knowledge
- Thorough knowledge of business software applications
7
Client Service Account Manager Resume Examples & Samples
- Be the escalation point of critical Service Delivery issues and ensure all operational issues are logged into our Inquiry system (CSX) as SDI cases; ensures issues are monitored and progressed with a Service Plan with explicit ownership and responsibilities noted cross-product
- Ensure client participation of industry client surveys where relevant and appropriate in partnership with the RM
- Lead regular Service Reviews, including pre-reviews with all relevant parties
- Identify and address service gaps and recommends solutions
- Negotiates SLD to ensure all requirements are met
- Incumbent has at least 10 years experience in client service, sales, operations, or portfolio management support
- Communication and influence skills
- Knowledge of JPM products linked to client buying behavior
- Ability to negotiate and manage relationship "across, up and down" with WSS and the client organization
- Strong metrics management and internal process control skills
- Change management experience
8
Cib-client Service Account Manager Professional Resume Examples & Samples
- Accountability for delivering service related to data analytics; working closely with the client on assigned deliverables. Building relationships with clients to understand client requirements and expectations
- Drive resolution and management of client queries, data & reporting collation, delivery issues and tracking of progress; leveraging internal teams as appropriate
- Regular contact with multiple areas at clients' office as well as internally in J.P. Morgan in country and region
- University degree, Masters or MBA preferred
- 2-5 experience in Custody Business and/or portfolio servicing environment
- Strong focus in client service management, communication and delivery
- Proven experience in building and contributing to high performing teams through the development of self and others, emphasizing continuous learning and growth
- Proactively responds and adapts to change - supports and influences strategies to enable business transformation and enhancement
- As this role will have regular client facing involvement and engagement with senior staff in all areas of Investor Services, the person in this role must be confident, articulate and able to represent J.P. Morgan in front of clients
- Flunet in Korean and English
9
Client Service Account Manager for Financial Institutions Resume Examples & Samples
- Manage and provide best in class client service to a portfolio of top tier Treasury Services clients based in the GCC Region
- Assist in developing strategic client plans and support the execution thereof
- The incumbent promotes client satisfaction by interacting with the clients on current service and operating issues and opportunities
- The incumbent defends existing revenue whilst identifying new efficiencies and cross sell opportunities through frequent client meetings and discussions covering new products and market developments
- Promotes use of self service tools to reduce number of client enquiries
- Understand the customer's business environment to better predict their needs and provide appropriate solutions
- Use of data mining techniques to understand: Client's payment activities, pattern's of client's enquiries, opportunities for increasing client's straight-through rates
- Maintains and broadens partnerships with customers
- Promotes sharing of experience and best practice across the team and understands competition's capabilities and gaps
- Be the first point of contact for TS clients' daily servicing needs relating to cash management
- Determine and analyze issues raised and ensure suitability of solutions proposed
- Provide answers to queries immediately where possible, and/or initiate investigation when a case has been assigned
- Take ownership in pending cases follow-up and provide proactive updates to clients
- Identify and escalate issues in a timely manner
- Log customers' inquiries and ensure that cases are closed timely
- Proactive client communication with client visits
- Ensure risk/compliance guidelines are followed at all times
- Make suggestions to both clients and internal for improving business processes
- Handle complex investigations / escalations
- May prepare monthly reports
- May serve as a back up to team members based in other branches/rep offices
- Analyze payment and associated activities in order to identify efficiencies and cross sell opportunities
- Promote sharing of experience and best practice across the Service team
- Participate in and support TS initiatives
- Identify opportunities for product development and enhancement
- Identify and escalate potential risk associated with Client activities
- Record all Client interactions (e.g. calls, meetings, issues, proactive communications)
- Understands the relationships between products and how they relate to the client's business strategy
- Understand and manages client risk at JPMorgan
- Develops internal partnerships
- Swift formatting knowledge (advantage)
- Ability to work effectively under pressure whilst maintaining a professional manner
- Dual-ability to work effectively as both a team player and alone
- Strong organizational skills; ability to manage multiple priorities whilst meeting deadlines
10
Cib-client Service Account Manager Resume Examples & Samples
- Provide proactive client support
- Engage in Sales process and build trust with Client which will be leveraged during RFP process and due diligence reviews
- Develop and drive action plans for non-referenceable and vulnerable rated Clients across all products
- Facilitate client presentations and training for new products/markets which best meet the client's needs
- Assist client with use of all Client Access systems
- Provide consultative approach in relation to streamlining and improving JPM operational processes for the client (strategy/structure/STeP)
- Identify new business/revenue opportunities
11
Cib Client Service Account Manager Associate Ny Resume Examples & Samples
- Support regular Service Reviews, including pre-reviews with all relevant parties
- Serve as liaison between client and product managers
- Participate in regular client service reviews (on-site visits)
- Identify and address service gaps
- Incumbent has at least 5 years experience in client service, sales, operations, or portfolio management support
- Securities Market/Product knowledge including a clear understanding of Global Custody ,Accounting, Financial Reporting, Tax, Fund Admin, clearance & Securities Lending
- Communication and influencing skills
- Knowledge of JPM products
- Ability to negotiate and manage relationship "across, up and down" with Investor Services and the client organization
- Service planning experience
12
Cib Investor Services Client Service Account Manager Associate Bournemouth Resume Examples & Samples
- Specific focus will be on Global Custody and Collateral Management, but also other products such as Fund Accounting, OTC Derivatives and Transfer agency
- For Custody, this will involve oversight of all parts of the product – including enquiry handling, settlements and asset servicing plus fund launches
- For Collateral Management this will involve oversight Onboarding, Margin Management, Interest Processing, Reconciliations, Dispute Resolution plus interface with Fund Accounting
- Change management will be integral to the role, with the successful candidate needing to ensure close alignment to the relevant change processes for each product to champion client needs
- The role acts as a guarantor of service provision to the client, feeding into the service governance process and acting as a point of escalation. These two clients take services from multiple locations, including Bournemouth, Edinburgh, Luxembourg and Dublin, plus feeding into the overall global relationships for these clients
- Good PowerPoint and Excel knowledge
- Good influencing skills
- Interest in the Mutual Funds Industry
13
Cib-client Service Account Manager Resume Examples & Samples
- Act as escalation point for key securities operation issues or complex client inquiries
- Ensure standard of service is satisfactory and JPM is referenceable across all products and services
- Responsible for independently scheduling training and making recommendations for new products which best meets clients needs
- Responsible for independently scheduling virtual team meetings to review, address and make recommendations to address client concerns/opportunities
- Initiate and take ownership of key value added client projects
- Consult with clients regarding upcoming industry challenges and changes
- Oversee all transitions with client and internal departments
- Identify new business and revenue opportunities and risks associated with clients and make recommendations accordingly
- Responsible for risk mitigation
- Metrics Focused – Ability to analyze data to enhance the client experience through inquiry reduction and operational efficiencies
- Develop and drive action plans for vulnerable rated Clients across all products
- Minimum of Undergraduate Degree or 2 years experience in client service, sales, securities operations, or portfolio management support
- Custody and/or securities operations experience preferred
- Market/Product specific responsibilities include: Understanding regulatory requirements for clients ERISA clients, Understanding Defined Benefit and Defined Contribution Plans
- Strong client management skills
- Strong risk management, strategic thinking, and planning skills
- Fully developed expertise in securities industry
14
Cib-client Service Account Manager, VP Resume Examples & Samples
- Lead a team of Client Account Managers aligned to this segment
- Managing day to day client relationships and their satisfaction
- Partnering with internal groups including Operations, Sales, Relationship Management and Product to ensure the function provides a best in class service experience and maintains an "end to end" approach and view of our service quality to clients
- Define and manage the governance process for the segment in the region including financials, service, performance metrics, regulatory requirements, risk & controls
- Defining and driving the Client Service strategic agenda, identifying and executing strategic Client Service business goals*
- Maintain a comprehensive understanding of market, vendor and regulatory implications to effectively advise clients of the implications to their operating environment (e.g. Dodd-Frank)
- Manage a governance process of service disciplines, with agreed service standards, managing against core and bespoke needs, delivery against committed services, proactive management to identify trends, issues and opportunities to improve service levels
- Senior escalation point for Client and Operations Service Delivery for BAU issues
- Seeks opportunities and responds to initiatives to improve service levels and improved efficiency for the business and the client
- Key stakeholder and/or execution lead for key projects in the region
- Driving efficiencies and productivity across the function
- BA (or equivalent), MBA or CPA desired
- Leadership: Demonstrated track record in managing a team and driving a high performance culture
- Ability to adapt and demonstrate flexibility in a dynamic environment
- Capability to quickly grasp new products and developing new business requirements
- Ability to deal with conflict
- Proficiency in change and process management
- Strong programme management skills
- Compliance mindset with a solid understanding of risks associated with the provision of services to clients in our line of business
15
Consultant, Client Service Account Manager Resume Examples & Samples
- Experience in a related field or equivalent work experience
- 3+ years experience in a related discipline field
- Broad based understanding of ICT (i.e. methodologies, Processes, tools)
- Understanding of revenue and cost management
- Bilingual would be an asset
16
Senior Client Service Account Manager Resume Examples & Samples
- 5+ years experience in a related discipline field
- In Depth knowledge of ICT (i.e. methodologies, Processes, tools)
- Exposure/experience in project management, Telecom / IT Operations would be an asset
- A SECRET Security Clearance is required (or the ability to obtain)
17
Cib-treasury Services Client Service Account Manager Resume Examples & Samples
- Actively manage a number of identified top tier clients including Financial Institutions and Non Banking Financial Inst
- Conduct regular review meetings and address complex inquiries and concerns from clients
- Demonstrates leadership, builds a shared vision with business partners, acts as the agent of change and leads others into action
- Manage KPIs , metrics and country CS business objectives
- Act as the country CS escalation point for external clients and internal business partners
- Support CS transformation initiatives and work closely with regional/global CS partners
- Conduct annual review of the country CS process and procedures
- Understand regulatory impact on our clients and the CS process & procedures, ensure proper escalation of risk issues
- Understanding of global cash management products
- Bachelor's degree holder with >5 years experience in customer service or Sales/Relationship Management role, preferably with exposure to financial institutions and multinational corporates
- Understanding of various aspects in clearing such as SWIFT, CHIPS, FED other Currency Clearing
- Ability to work independently and meet set metrics
18
Cib Ts Client Service Account Manager Associate South Korea Resume Examples & Samples
- Bachelor's degree holder at least 4 years experience in customer service or front office role, preferably with strong exposure to Financial institutions and to a lesser extent multinational corporates for this role
- Understanding of various aspects in clearing such as SWIFT, RTGS, T/T and GIRO
- Excellent telephone manner and email etiquette
- Business processes and procedures
19
CIB Treasury Services FI Client Service Account Manager Analyst Resume Examples & Samples
- Manage and provide best in class client service to a portfolio of top tier, German language, international Financial Institutions and German Large Corporate clients
- Analyse payment and associated activities in order to identify efficiency and business opportunities
- Assist in developing and executing strategic Client plans and participate in and support TS initiatives
- Develop strong internal partnerships (e.g. Sales, Operations, Product)
- Promote use of TS Solution Center and self-service tools among the clients in order to reduce transactional inquiries
- Handle complex investigations / escalations, identifying and escalating issues in a timely manner and following up until successful resolution
- Manage overdrafts
- Tactful communication and empathy with Clients
- Dual-ability to work effectively as both a team player and alone
- Cultural sensitivity and awareness
- Desirable - SWIFT messaging/formatting knowledge required. Knowledge about clearing systems (FED, CHIPS, TARGET, CHAPS, CLS, etc.) desirable
20
Cib-client Service Account Manager Resume Examples & Samples
- Seek opportunities and respond to initiatives to improve service levels and improved efficiency for the business and the client
- Provide input to design of new client solutions
- Coordinates and expedites the execution of legal agreements across Legal, Credit, Sales and the client. (Markets)
- Fluent in Spanish language a must, both written and verbal. Portuguese a plus
21
CIB TS Client Service Account Manager Associate Resume Examples & Samples
- Bachelor Degree in finance, economics or related careers
- 2 to 5 years of experience in similar activities
- Knowledge on TS products and services
22
Cib-treasury Services Client Service Account Manager Resume Examples & Samples
- Actively manage a number of identified top tier clients including Corporate, Financial Institutions and Non Banking Financial Inst
- Act as the CS escalation point for external clients and internal business partners
- Support CS transformation initiatives and work closely with other CS partners
- Understanding of various aspects in clearing such as , RTGS,NEFT,NACH, SWIFT, CHIPS, FED other Currency Clearing
23
Cib-treasury Services Client Service Account Manager Resume Examples & Samples
- Become the Clients’ trusted adviser
- Promote use of self-service tools to reduce number of Client enquiries
- Record all Client interactions (e.g. calls, meetings, issues, proactive communications)
- Ability to work effectively under pressure whilst maintaining a professional manner
- Knowledge and understanding of Treasury Services products, processes and risk policies nice to have
24
Cib-client Service Account Manager Resume Examples & Samples
- Coordinate a uniform approach with the client, ensuring a consistency of interaction with key client contacts at all
- Support more junior CSAM colleagues providing holistic advice and insight, share best practice and coach to stretch
- Coordinate, control and influence activities within Product to realise desired outcome for client
- Develop a thorough understanding of the clients business, industry and strategy and lead the service agenda to
- Partner with TS Sales and Global Corporate Bank to achieve the anticipated revenue growth plan
- Regularly engage with Sales and the Global Corporate Bank as the voice of Service
- Be aware of other regional Service and Implementations activity and partner as appropriate
- Formulate and deliver communications to both internal and external parties, observing approval protocol where
- Demonstrate Leadership and Ownership skills and be comfortable interacting at all levels internally and externally
- Sound awareness of risk issues and knowledge of domestic/international Cash Management Business
- Knowledgeable of global risk and compliance policies as well as regional regulations that impact the global
- In-depth knowledge of Treasury Services global suite of products
- Strong influencing and negotiating skills
- Excellent communication skills (both written and verbal)
- Ability to work under pressure, prioritize appropriately, meet tight deadlines and juggle multiple demands
25
Client Service Account Manager, VP Resume Examples & Samples
- Full accountability for the service delivery relationship with their assigned clients. Building relationships with clients to understand client requirements and expectations
- Maintain comprehensive understanding of market, vendor and regulatory implications to effectively advise clients of implication to their operating environment
- Drive resolution and management of client queries, service requests and delivery issues; leveraging internal teams as appropriate
- Manage governance process of service disciplines
- Balances client relationships with risk management to ensure the best outcome for the client and firm
- Champions an exceptional experience for clients and partners across products and solutions
- Regular contact with senior-level executives at clients’ office as well as internally in J.P. Morgan
- Conduct regular service review
- Seek opportunities and respond to initiatives to improve service levels and efficiency for the business and client
- 10+ experience in Custody Business and/or portfolio servicing environment
- Demonstrated technical, professional, and organizational expertise and a desire to continuously grow and maintain this knowledge
- Focuses on accountability, action and outcomes to ensure solutions meet client needs while aligning business deliverables to the firm's mission and goals
- Communication skills both in Japanese and English
26
Client Service Account Manager Resume Examples & Samples
- Bachelor's degree with 5+ years' client service management experience
- Producer's License
- Ability for light travel
- Strong Microsoft Office skills
- Experience using insurance software/systems
- Experience managing mid-market / large accounts
27
CIB Client Service Account Manager Associate Boston Resume Examples & Samples
- BA (or equivalent), preferably in finance or accounting
- 5+ years of financial services experience with client servicing and/or client relationship management
- 3-5 years’ experience in Security Services business line, specifically in Global Custody (Trade Settlement/Asset Servicing)
- Compliance mind-set with a solid understanding of risks associated with the provision of services to clients in our line of business
- Excellent presentation skills, with the ability to engage a senior-level audience
- Is able to summarize, simplify and communicate detailed and complex information to a broad range of team members or clients across the seniority spectrum, whether verbally or written
28
Gtb-client Service Account Manager Resume Examples & Samples
- Work as part of a Client Services product team to manage a portfolio of agency & trustee mandates including (but not limited to) the following products
- 1) Syndicated Loans, Project Finance,
- 2) Escrow, Account Bank and Custody
- 3) Structured Finance, Securitization and Real Estate Investment Trust
- 4) Eurobonds and MTN Programmes
- Assist the Team Leader to formulate and implement procedures and policies which meet with the bank’s standard on control, risk management, operational efficiency and service quality
- Participate in documentation review and deal execution in accordance with agreed procedures and policies together with internal or external legal counsel. Provide comments on structure, mechanics and operational aspects. The candidate is expected to participate in deal review of all transaction structures with training and development to be provided as required or identified, and be able to provide appropriate solutions to clients by liaising with both internal and external parties including GBS, DBOI, GAD and the ICSDs)
- Ensure accurate transaction booking on all internal systems from initial transaction setup and ongoing administration. Perform the ‘4 eye’ validation on the transactions principally managed by other team members as required including outgoing reports, notices, payment instructions etc in relation to the assigned transactions. Ensure the adherence of internal control procedures in the ongoing administration of such transactions
- To participate in the review and execution of complex deals with training and development to be provided as required or identified including placing of investments, review and preparation of reports, interest and collateral calculation, monitoring of financial covenants, and maintenance of deal administration file
- Liaison with issuers/borrowers and noteholders/lenders to deal with waivers, consent solicitation and restructurings with documentation amendments as required
- Work with internal business partners both locally and globally on projects and new products development including with overseas offices such as India, Singapore and Malaysia
- Take responsibility the preparation and validation of management / MIS reports and handling of control / compliance matters in accordance with Bank's and regulatory requirements
- To provide back-up coverage/support for other colleagues portfolio of transactions as appropriate
- To represent the business at both internal and external conferences, presentations and roundtables
- Prior Corporate Trust/Issuer Services experience
- Have client facing experience
29
Client Service Account Manager Resume Examples & Samples
- Manage client contracts and budgets
- Bachelor’s degree or higher in relevant field
- 2+ years’ experience in managing client relationships or project management
- Strong background in contract negotiations, budget management and customer service
- Excellent group facilitation, teamwork and organizational skills
- Excellent computer skills: Outlook, Microsoft Word, Excel and PowerPoint
30
Treasury Services Client Service Account Manager Resume Examples & Samples
- Understanding of Global Cash Management products
- Understanding of various aspects in clearing such as RTGS, NEFT, NACH, SWIFT, CHIPS, FED other Currency Clearing
- Good inter-personal and relationship management skills
31
Cib-client Service Account Manager Resume Examples & Samples
- At least 7 years of experience in Client Service, Sales, Operations, or Portfolio Management support, with 3+ years in a client facing role
- Must be a self starter, results-driven individual, with a passion for service excellence
- Strong leader with ability to act beyond established guidelines
- In-depth knowledge of Treasury Services products and industry knowledge
- Strong analytical and problem solving skills with attention to detail
- Excellent communication, presentation, negotiation, and consultative skills
- Strong partnership skills with focus on high achievement for the entire organization
32
Junior Client Service Account Manager Maintenance Planning Resume Examples & Samples
- Technical school or Associates degree (2 year) preferred, although
- A combination of education (High School or GED required) and
- Experience will also be considered
- Strong accuracy and attention to detail for quality of data needed
- Ability to read and understand service contract scope & proposal
33
Junior Client Service Account Manager Resume Examples & Samples
- Technical school or Associates degree (2 year) preferred, although
- A combination of education (High School or GED required) and
- Experience will also be considered
- Knowledgeable in business processes, standard practices, tools, and financial systems within branch Service operations
- Strong accuracy and attention to detail for quality of data needed
- Excellent verbal and written communication skills, computer skills, financial skills and effective project management skills
- Ability to read and understand service contract scope & proposal
34
CIB Treasury Services Client Service Account Manager Nextgen Associate Bournemouth Resume Examples & Samples
- Strong relevant industry and/or functional and/or management experience
- Strong academic background
- Advanced understanding of core, intermediate and Global Treasury Services product sets and delivery flow
- Thorough understanding of financial exposure and operational risk related to transactions associated with bank products and services
- Use of technical knowledge to produce value-added solutions for clients and partners
- Uses client product utilization as a solution to meet business objectives
- Creative thinker and problem solver; analytical skills
- Ability to present oral and written communication in an organized, clear and confident manner
- Negotiation and consultative skills
- Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments
- Acts with a sense of urgency and empathy
- Ability to effectively partner with internal colleagues and external clients
- Demonstrates ownership and accountability, works well independently and collaboratively
- Applies sound judgment during the decision making process
- Evaluates risk factors and challenges status quo when appropriate
- Project and Time management skills
- Ability to be flexible with working hours when business needs arise
35
Client Service Account Manager Resume Examples & Samples
- 5 years of experience in client management, account management in healthcare or experience working with health plans
- Strong client service and issue resolution experience
- 3 years of experience working in MS Office products
- Able to travel 25% of the time
- Bachelor’s
- PBM experience
- Located in Pacific or Mountain time zones
36
CIB Treasury Services Client Service Account Manager Resume Examples & Samples
- · 5 years client service experience
- · Cash management knowledge/experience preferred
- · Strong verbal and written communication skills
- · Strong presentation and problem solving skills
- · Ability to contribute to daily metrics results
- · Strong ability to work independently and consistently meet deadlines
- · Ability to handle multi-task functions on an ongoing basis
- · Bachelor’s Degree preferred
37
CIB Investor Services Client Service Account Manager ASO Resume Examples & Samples
- Be the escalation point for critical service delivery issues and ensure all operational issues are resolved in a timely manner
- Work closely with the Sales/RM team on new business development and leads. Identify new business/revenue opportunities
- Lead regular service reviews, including pre-reviews with all relevant parties. Participate in regular service reviews (via TP and on-site)
- Develop and drive action plans for non-referenceable clients across all products
- Identify and address service gaps and recommend solutions
- Assist client with use of all JPMorgan systems
- Provide consultative approach in relation to streamlining and improving JPM operational processes for the client (strategy/structure/STP)
- Able to understand a diverse and complex technology and operations infrastructure
- Ability to devise creative solutions in response to client requests and strategic product goals
- Ability to map proposed product solutions against a diverse and complex technology and operations platform
- Strong analytical skills, able to translate complex issues and other input into actions
- Program management experience (3+ years) with experience with both Waterfall and Agile project management methodologies
- Strong execution skills - the role requires strategic thinking to define and design our service platform – combined with accountability and strong execution skills to drive and implement development
- Strong team player with an ability to pull together multiple partners in a productive virtual team environment
- Strong independent contributor who is comfortable working in a self-directed mode on multiple assignments
- Ability to self prepare quality materials and present confidently in multiple settings
- TFS Experience - the successful candidate will have TFS servicing expertise from a background in operations, client service, product development, fund accounting or custody. Candidates should only apply if they meet these criteria
- In-depth practical understanding of Fund Accounting and Alterative Investments in onshore and offshore locations
- Strong written and presentation skills, ability to represent JPMorgan at industry forums
- Willing to constructively challenge where required and work collaboratively with partners
- Strong Microsoft Office skills including Visio and Project
38
CIB Treasury Services Client Service Account Manager Associate Resume Examples & Samples
- Liaise with Relationship, Product and Operations Managers regarding service issues
- Identify opportunities for product development and enhancement, and process improvements
- Manage one-off projects as they pertain to specific client issues and products
- Run Service Quality Reports and use the data to understand and analyze client's payment activities, patterns of client enquiries, opportunities for increasing client's straight-through rates
- Manage risk through close attention to client overdrafts, unpaid bills etc and, escalate risk related issues to appropriate parties as required
- Participate in and support TS initiatives as needed
- Fluent written and spoken in English plus at least one Asian language
- A full working knowledge of Transaction Services systems and tools would be an advantage
- Good verbal and written communication skills, with proven ability to negotiate
- Attention to detail and accuracy is an essential requirement as there are a number of varied processes that are undertaken across the group, adaptability and flexibility are also key skills for this role
- Demonstrates the ability to manage multiple tasks and prioritize effectively
- Ability to work to deadlines and good time management skills are required as the team have a number of production tasks set at specific times of the day and the deadlines must be adhered to and controls exercised as documented in procedures
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Project Finance Client Service Account Manager Resume Examples & Samples
- Manage a wide range of transactions for international and domestic clients, varying in complexity. Roles include account bank, collateral agent, administrative agent, trustee, and intercreditor agent
- Identify, receive, transfer, invest and disburse trust and agency funds pursuant to the terms of the legal contracts (investment using internal and external investment firms, money movement via Fed Wires, Swift and ACH; approval of payments)
- Monitor transactions to verify borrower compliance with governing documents including provisions related to budget, base case, insurance, security arrangements, Events of Default and reporting requirements
- Review and approve disbursement requests, monitor draw procedures, manage flow of funds mechanics and internal loan administration
- Responsible for processing amendments, waivers and consents requests
- Manage all interactions between borrowers, lenders, independent engineers, legal counsels and internal units
- Work with Transaction Management Group to ensure that all new transaction documents are finalized to clearly reflect Project Finance Agency Services team’s roles and duties
- Manage portfolio in compliance with operational policies, procedures and metrics
- Participate in workout or restructuring situations
- Prepare periodic administrative audits of entire portfolio
- 5+ years’ experience in Project Finance and/or Corporate Trust
- Experienced in trust accounts’ daily activity management
- Knowledge of syndicated loan structures, collateral & security trustee services and administrative agent functions
- Understanding of legal deal documentation
- Strong interpersonal and verbal/written communication skills
- Ability to multi-task and excellent attention to detail
- Bachelor’s Degree in Business or related
- Proficiency with software such as Outlook, Microsoft Excel and PowerPoint
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CIB Investor Services Client Service Account Manager Associate Resume Examples & Samples
- Be accountable for client satisfaction as measured through client retention and satisfaction scores
- Respond to RFP questions and participate in due diligence review meetings
- Ensure client participation in industry surveys
- Facilitate client presentations and training for new products/markets which best meet the client’s needs
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Junior Client Service Account Manager Maintenance Planning Resume Examples & Samples
- Develops detailed maintenance plans to meet contractual obligations
- Serves as internal point of contact for maintenance plan
- Reviews booking packages and plans customers’ service schedules, for new and renewed contracts, including time based preventive maintenance, proactive and predictive services
- Utilizes standard service / maintenance planning tools and documented processes to develop a maintenance plan. Revises service schedules based on feedback from Client Service Managers and customers
- Reviews field work orders / inspection reports to identify deficiencies. Develops corrective action proposals using quick quote tool, or turn over to Sales or Branch Operations
- Responsible for approximately 500 agreements
- Knowledge and experience in SAP, Microsoft Office (Excel & Outlook) or other maintenance & planning tools
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CIB TS Client Service Account Manager Analyst Resume Examples & Samples
- The successful candidate will need to have at least a Diploma, have proven skills in team work and client service experience
- Fluent written and spoken in English and Local Language
- Proven client service skills
- Demonstrates cultural sensitivity and awareness
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Cib-client Service Account Manager Resume Examples & Samples
- Knowledgeable of global risk and compliance policies as well as regional regulations that impact the global relationship
- Excellent interpersonal skills coupled with an ability to use sound judgment to prioritize and act with sense of urgency when required
- Ability to work under pressure, prioritizes appropriately, meet tight deadlines and juggle multiple demands simultaneously
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CIB Treasury Services Client Service Account Manager Resume Examples & Samples
- Provide the client with support/information regarding interest claims and billing enquiries
- Act as escalation point for large money movements and escalated transactional enquiries
- Understand clients’ business to help identify solutions, client efficiencies and cross sell opportunities
- Advise clients on and assist with incremental account set up and operational procedures and liaise with Implementations to ensure these account set ups are correct
- Record client interactions in Service Portal (e.g. calls, issues, proactive communications etc)
- Good excel and PC skills are required
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CIB Treasury Services Lead Client Service Account Manager Associate Resume Examples & Samples
- A “Lead” TS EMEA Client Service Account Manager must have
- Ability to assess “big picture” in complex situations, identifying what is critical
- Sound awareness of risk issues and knowledge of International Cash Management Business
- Good presentation skills (Pitch Pro)
- Drive for innovation
- Excellent interpersonal skills coupled with an ability to use sound judgement to prioritise and act with sense of urgency when required
- The ability to lead complex issues and engage and influence at all levels
- In depth knowledge of Treasury Services global suite of products
- Strong, proven client management skills
- Creative problem-solving skills
- Ability to adapt to changing priorities
- Keen willingness to travel, sometimes at short notice
- Ability to work under pressure, prioritise appropriately, meet tight deadlines and juggle multiple demands simultaneously
