Client Service Administrator Resume Samples

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V Hagenes

Verda

Hagenes

80043 Bailey Street

Boston

+1 (555) 235 3301

80043 Bailey Street

Boston

Phone

p +1 (555) 235 3301

Experience Experience

Chicago, IL

Client Service Administrator

Chicago, IL

Gusikowski-Langworth

Chicago, IL

Client Service Administrator

Resolves incoming communications (i.e., phone, fax, letter, e-mail) through communication, research and follow up. Performs real time terminal programming and troubleshooting. Responsible for completion of investigative projects. 2. Administration task (i.e., attending pre-arranged meetings, organizing work, analyzing accounts to pro-actively identify issues, provide solutions for merchant processing 3. Participate in their personal development and learning (i.e., online classes, coaching sessions, facilitator led training
Provides assistance with terminal return and buyback escalations, manages equipment deployment for temporary events/escalated merchant situations and handles the Alliance Policy Management for replacements, swap encryptions and reprogramming fees. Provides assistance with leasing escalations, manages Alliance leasing policy, acts as liaison between WFMS and FDGL, manages lease changes and handles report management for non-returned equipment/unresolved leases
Client take on for intermediary clients. The Fund Client Service Administrator should work with Sales/legal to ensure the necessary sub distribution agreements / rebates letter are in place. She/He should also work closely with the relevant Transfer Agent in the setting up of new clients and monitoring the initial transitions
Using the Workflow and Scrip systems, letter templates and paragraphs,
Follow-up and obtain open tickler items in conjunction with Account Manager
Provide the highest quality customer service
Follow-up and obtain open tickler items in cojunction with Account Manager

Phoenix, AZ

Senior Client Service Administrator

Phoenix, AZ

Corwin, Zboncak and DuBuque

Phoenix, AZ

Senior Client Service Administrator

Responsible for more than 500 agreements
Serves as internal point of contact for maintenance plan
Verifies and corrects data entered into Contract Characteristics
Leads and mentors other Client Service Administrators
Develops more complex maintenance plans that include multiple services within the same discipline or services across > 1 discipline
Composing client correspondence/reports/emails and providing prompt consistent responses to client inquires
Analyze and document each case previously received Attend and solve the frequent inquiries from our customers. Properly channel requests and / sunsets to support areas. Coordinate follow-up meetings with clients. Communicate and review daily with the Supervisor of the area the status of their cases. send comunication of the customers To continuously monitor the open applications to ensure satisfactory closure. To inform customers of the status or progress of their cases

present

Dallas, TX

Senior Client Service Administrator Maintenance Planning & Deficiency Follow

Dallas, TX

Kuphal, West and Kohler

present

Dallas, TX

Senior Client Service Administrator Maintenance Planning & Deficiency Follow

present

Develops detailed maintenance plans to meet contractual obligations
Reviews field work orders and develops corrective action proposals. Works with multiple internal service team members including Service Sales (to understand scope and commitments of agreements,) potentially Solutions Sales (to understand installed equipment), iBase Administrator (to ensure iBase is set up for maintenance planning), Client Service Manager (to finalize service schedule and reconcile for service recap reporting), Service Coordinators (to ensure schedules are executed), Renewal Coordinator (to ensure contract scope is updated / correct), Specialists onsite and in AM Digital Service Center (to ensure delivery of agreed upon scope / commitments, part deliveries …) and customers on service agreements < $10k for Automation and < $5k for Fire & Security
Serves as main customer contact for Automation agreements < $10k and Fire/Security < $5k, responsible for calling the customer and verifying services and schedule. When necessary, escalate customer issues to assigned Client Service Manager and / or Operations Manager / Supervisor
Reviews booking packages and plans customers’ service schedules, for new and renewed contracts, including time based preventive maintenance, proactive and predictive services
Works independently with minimal supervision
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

Education Education

Bachelor’s Degree in Business

Hofstra University

Bachelor’s Degree in Business

Skills Skills

Excellent verbal and written communication skills, computer skills, financial skills and effective project management skills. Strong problem solving ability
Strong attention to detail and ability to work effectively as part of a team
Working knowledge of Fidelity systems (FPRS, BWS, PSW and Xtrac); Operations Knowledge
Good Knowledge of Microsoft software in particular Windows, Excel and Word
Responsible for client monitoring & quality of data (including, participant contributions, match, profit sharing, enrollment, vesting, and eligibility data)
Knowledgeable in business processes, standard practices, tools, and financial systems within branch Service operations
Excellent communication skills with the ability to articulate to both senior colleagues and peers
Strong problem solving ability
Excellent attention to detail
Demonstrated proficiency in basic computer applications such as Microsoft Office software products

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Client Service Administrator Resume Examples & Samples

Support the account teams for key audit accounts
Support the client teams and enhance the service levels provided, while minimising the proportion of non-technical time spent by the senior team on engagement management
Experience of working in a similar support function
Experience of coordinating or managing a project or account
Strong organisational skills

Liquidity Funds Client Service Administrator Resume Examples & Samples

Client take on and on boarding process. The individual will work with the legal team to ensure the necessary rebate letters and sub-distribution agreements are in place
Work closely with the Financial Control Group to ensure an accurate and timely remuneration process ( Management Fee Rebate, Trailer Fees, Platform Fees )
The individual will work closely with the relevant transfer agent in the setting up of new client accounts
The candidate must have a proactive approach to client take on continually looking for improvements to the process whilst being risk aware
Administer claims relating to late payments of trades
Build strong relationships with the client base within the Liquidity product, and learn to anticipate client trades and service requirements
The individual will be responsible for coordinating all aspects of client reporting including pricing information, fact cards, and investment reports

Client Service Administrator Resume Examples & Samples

The legal structure of a European (SICAV, SIF, OEICs) registered fund
Previous experience of the Anti Money Laundering requirements associate with this type of product including requirements of clients in Non-GAFI countries and Private Placement Rules
Trade Assistance: daily assistance to clients on trading issues (phone, email, correspondence); assistance on larges trade processing, trade corrections etc
Administer claims relating to late payments and trades
She/He should have a thorough understanding of the remuneration process and should work closely with the Financial Controller?s area to ensure that commission payments are made on a timely basis
The Fund Client Service Administrator will be responsible for all aspects of client reporting, including pricing information, investment reports, static data reports etc
The candidate should be educated to degree level
She/he should have at least two or three years? customer service experience with a Transfer Agent or Mutual Fund Company, preferably with a good knowledge of the UK investment funds industry
She/he will be expected to have good organisational & time management skills, exceptional communication and presentation skills
Working language is English; however, the command of another European language (i.e. German, Spanish, Dutch, Italian, and French) whilst not vital is preferred
An advanced knowledge of MS Office software (Excel, PowerPoint, Outlook)

Client Service Administrator, Downtown Resume Examples & Samples

Experience supporting Senior Management
Strong Computer skills (Microsoft Office; Word, Excel and PowerPoint)
Ability to multi-task and work in a fast pace environment, providing service for multiple team members

Client Service Administrator Resume Examples & Samples

Open and ensure accuracy of client accounts
Properly record transactions and inquiries and see that customer files are maintained to comply with regulatory policies
Complete account maintenance as necessary, updating client information in a timely manner
Respond to client requests for information and assistance, keep portfolio management systems updated
Compile research and prepare various reports as requested by internal partners
Conduct periodic account reviews to ensure accuracy
Develop and maintain positive working relationships with the various departments and individuals supported by Sterling Capital Management
Bachelor's degree in Business or related field, or equivalent education and related training
Elementary understanding of investments
Ability to learn investment specific software applications and tools
Very good interpersonal and relationship management skills
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Two years of business experience, preferably in the investment industry

Client Service Administrator Resume Examples & Samples

Create and Distribute monthly & quarterly Client, Sales & Marketing reports
Coordinate the information flow between Legal, Product Development, Compliance, Marketing, Fund Accounting, Client Relations and Sales
Understand and proof read all elements of reports. Ensure all reports are distributed accurately within prescribed deadlines
Maintain accurate Commentary and Database (Investment Objectives, Risks, Fund charges. Disclaimers within Desknet/Global Text Matrix systems) in accordance with Company procedures
Act as interface with business areas and verify/ action instructions/ amendments via email in a timely and accurate fashion
Support and develop good working relationships with Global teams as appropriate, ensuring clear and accurate communication and minimal errors
Ensure that the Team Manager/ Team Leader are kept aware of all significant matters and that complaints, breaches and incidents are recorded within required deadlines
Previous experience of the financial services industry would be beneficial, however, candidates with a keen interest and looking for exposure to a Global Asset Manager would be considered
Understanding of the asset management industry
Understanding of regulatory requirements and deadlines
Equally anyone with an interest to learn these requirements would be considered
Able to prioritise tasks and manage time effectively to complete tasks within required deadlines
Keen eye for accuracy and detail
Team player and Client Focussed
Willing to challenge the status quo
A thirst for knowledge and learning
Hard work and adaptability

Client Service Administrator Resume Examples & Samples

Scheduling of tax briefings and preparation of documents for the briefing
Responding to client queries relating to tax matters
Liaising with colleagues in foreign offices
Assisting with the administration aspects of client accounts
Working with teams to support billing
Drafting and generating reports for clients
Ability to prioritise tasks and work both autonomously and as part of a team

Client Service Administrator Resume Examples & Samples

Project Finance and/or Corporate Trust
General trust and agency responsibilities
Knowledge of syndicated loan structures (term loan, bridge, L/C, etc.), collateral & security trustee services and administrative agent functions

Client Service Administrator Resume Examples & Samples

Daily administration of 100+ ABS/MBS trusts (including RMBS and CMBS)
Manage cash accounts including investment, liquidation and distribution of funds
Perform ongoing maintenance of deal/account information across several bank applications

Client Service Administrator Resume Examples & Samples

Primary contact for client, who are fund of hedge fund managers
Manage cash account and wire funds
Prepare a monthly reconciliation report

Client Service Administrator Resume Examples & Samples

Create and distribute monthly & quarterly Client, Sales & Marketing reports. Coordinate the information flow between Legal, Product Development, Compliance, Marketing, Fund Accounting, Client Relations and Sales
Maintain accurate Commentary and Database in accordance with Company procedures
Work with other members of Global Distribution Services and other parts of the Group on projects to improve procedures and systems to raise overall the standards
Good educational background. Mathematics, Economics, & IT studies are particularly relevant
Willing to study for relevant industry examinations
Previous experience of the financial services industry would be beneficial, however, candidates with a keen interest and looking for exposure to a Global Asset Manager will be considered

Client Service Administrator Resume Examples & Samples

Proficient use of work and excel
Ability to work independently and in a team
Corporate trust experience a plus, but not required

Client Service Administrator Resume Examples & Samples

Strong interpersonal and verbal/written communication skills
Ability to work independently and collaboratively within the organization
Proficiency with Outlook, Excel and PowerPoint
Project Finance and/or Corporate Trust knowledge
Knowledge of general trust and agency responsibilities
Knowledge of syndicated loan structures, collateral and security trustee services, and administrative agent functions

Client Service Administrator Resume Examples & Samples

1-2 years of financial industry and/or mutual fund experience would be helpful
Prior client-facing or client support work
Bachelor’s degree in a related field or you could have a good amount of relevant work experience
Experience with Schwab or other investment software (It could be your secret weapon!)

Client Service Administrator Resume Examples & Samples

Process member administration daily
Communicate daily with advisors, clients, Account Executives and internal staff
Respond proactively to client inquiries or concerns to ensure a high degree of client satisfaction
Review documents to ensure data is accurate and within specified contract terms
Obtain and verify missing or incomplete data directly with the client
Set-up and support our on line administration clients (internet-based customers)
Handle our SunAdvantage Customer Service Toll-Free line

Client Service Administrator Resume Examples & Samples

Must achieve the service level expectations for new equipment deployments and customer owned PIN pad swaps by daily management the Wells Fargo Deployment FDPOS queues
FED has full ownership of issue to investigate, identify and resolve shipment verification failures (rejected orders)
Accountable for achieving a timely and accurate resolution for the following reports and resubmit the order to meet SLA requirements: o TASQ Carry Over o TASQ Cancelled Order o TASQ Write-off o Undeliverable/Refuse Shipment o Electronic Call Tag Rejects
Manage all Large Deal Implementation (LDI) and Relationship Manger keying projects including setting expectation for completion, keying equipment orders and providing weekly updates
Manage group mailbox and respond inquiries within 24 hours
Identify systemic, customer impacting trends and escalate through Product Management for resolution
Build and maintained partnerships with Relationship Managers, Business Sales Consultants and WPU operational areas to drive operational excellence and achieve the service expectations of our customers
Report training opportunities to management and Sales Accountability for incorrectly boarded equipment and undeliverable/refused shipment orders

Client Service Administrator Resume Examples & Samples

Respond to client inquiries received in our call centre or in writing
Respond quickly to client inquiries or concerns
Responsible for handling changes to client files
Handle all inquiries with high attention to detail and accuracy within preset timelines

Client Service Administrator Resume Examples & Samples

Organize mailings
Process returned mail
Complete system updates daily
Respond quickly to inquiries or concerns
Process withdrawals for customers
LI-CL1

Client Service Administrator Resume Examples & Samples

Circulating daily client cash flow activity
Setting up new clients
Preparing client files
Coordinating client account maintenance and statement set-up
Composing client correspondence/reports/emails and providing prompt consistent responses to client inquires
Updating various client databases including CRM/Salesforce.com to prepare client reports
Provide administrative support to Client Group officers and analysts
Participate in projects both individually and as part of a team
Prepare and update Power Point presentations
Troubleshoot technical problems for the department
Develop a solid knowledge of Macquarie investment strategies and product solutions
Bachelor's degree preferred or comparable business experience
0-3 years of experience of full time or internship experience in financial services/banking with exposure to senior management
Hold the appropriate FINRA licensing (or be willing to obtain these)
Knowledge of Microsoft Word, Power Point, Outlook and Excel
Project Management skills with the ability to handle multiple tasks simultaneously while adhering to timelines
Must be self-directed, detail oriented with the ability to take initiative and work independently
Maintain a professional and courteous demeanor on the phone and in person

Client Service Administrator Ibase Administration Resume Examples & Samples

Validates / enters data into the iBase of installed equipment and Service Portal. Works with Project Coordinators and Client Service Managers on accurately setting up the iBase. Works with Client Service Administrators and Managers for proper iBase set up for maintenance planning
Serves as main point of contact for the zone’s iBase (Installed Base database across all branches.)
Ensures the quality of data in the iBase. Utilizes standard iBase tools and documented processes. Verifies, corrects, populates if necessary equipment data by functional / physical location in the iBase. Monitors and reports on quality of iBase data, and takes necessary corrective actions. Updates iBase as necessary (e.g. after firmware updates, migrations, extensions)
Participates in national Client Service Administrator – iBase Administrator community meetings / activities
Enters customer data into the Service Portal to provide access to individual users
Knowledgeable in business processes, standard practices, tools, and financial systems within branch Service operations. Strong accuracy and quality of data needed. Excellent verbal and written communication skills, computer skills, financial skills and effective project management skills. Strong problem solving ability
Technical school or Associate’s Degree preferred
Knowledge and experience in SAP or other maintenance & planning tools
Overall understanding of building management systems and products in automation, fire detection and security applications
LI - KMB

Client Service Administrator Maintenance Planning & Deficiency Follow up Resume Examples & Samples

Verifies and corrects data entered into Contract Characteristics
Serves as main customer contact for Automation agreements < $10k and Fire/Security < $5k, responsible for calling the customer and verifying services and schedule. When necessary, escalate customer issues to assigned Client Service Manager and / or Operations Manager / Supervisor
Knowledgeable in business processes, standard practices, tools, and financial systems within branch Service operations
Strong accuracy and quality of data needed
Strong problem solving ability
Knowledge and experience in SAP or other maintenance & planning tools
Overall understanding of building management systems and products in automation, fire detection and security applications
LI - KMB

Client Service Administrator 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
Excellent verbal and written communication skills, computer skills, financial skills and effective project management skills
Ability to read and understand service contract scope & proposal

Senior Client Service Administrator Maintenance Planning & Deficiency Follow Resume Examples & Samples

Reviews field work orders and develops corrective action proposals. Works with multiple internal service team members including Service Sales (to understand scope and commitments of agreements,) potentially Solutions Sales (to understand installed equipment), iBase Administrator (to ensure iBase is set up for maintenance planning), Client Service Manager (to finalize service schedule and reconcile for service recap reporting), Service Coordinators (to ensure schedules are executed), Renewal Coordinator (to ensure contract scope is updated / correct), Specialists onsite and in AM Digital Service Center (to ensure delivery of agreed upon scope / commitments, part deliveries …) and customers on service agreements < $10k for Automation and < $5k for Fire & Security
Leads and mentors other Client Service Administrators
Works independently with minimal supervision
Develops more complex maintenance plans that include multiple services within the same discipline or services across > 1 discipline
Responsible for more than 500 agreements
2+ years experience in field coordination, administration or operations
Excellent verbal and written communication skills, computer skills, financial skills and effective project management skills
Technical school or Associate’s Degree preferred

Senior Client Service Administrator Resume Examples & Samples

Develops detailed maintenance plans to meet contractual obligations
Reviews field work orders and develops corrective action proposals. Works with multiple internal service team members including Service Sales (to understand scope and commitments of agreements,) potentially Solutions Sales (to understand installed equipment), iBase Administrator (to ensure iBase is set up for maintenance planning), Client Service Manager (to finalize service schedule and reconcile for service recap reporting), Service Coordinators (to ensure schedules are executed), Renewal Coordinator (to ensure contract scope is updated / correct), Specialists onsite and in AM Digital Service Center (to ensure delivery of agreed upon scope / commitments, part deliveries …) and customers on service agreements < $10k for Automation and < $5k for Fire & Security
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
Verifies and corrects data entered into Contract Characteristics
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
Serves as main customer contact for Automation agreements < $10k and Fire/Security < $5k, responsible for calling the customer and verifying services and schedule. When necessary, escalate customer issues to assigned Client Service Manager and / or Operations Manager / Supervisor
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
Leads and mentors other Client Service Administrators
Works independently with minimal supervision
Develops more complex maintenance plans that include multiple services within the same discipline or services across > 1 discipline
Responsible for more than 500 agreements
2+ years experience in field coordination, administration or operations
Knowledgeable in business processes, standard practices, tools, and financial systems within branch Service operations
Strong accuracy and quality of data needed

Client Service Administrator Resume Examples & Samples

Gather information from Insurers and clients for new and renewal quotations
Manage requests from your allocated client base for information or changes to their policies
Work with the in-house medical underwriting team to advise on policies for senior or executive staff members
Analyse market information to understand the best policy options for the client and present this information to the client
Maintain transactional and client records for the clients portfolio including premium and coverage information
Undertake reviews and renewal reviews of the client portfolio in conjunction with the client, Insurers and internal teams
Manage the start of the claim process by logging the claim and notifying Insurers
Manage communication with the Insurer and the client to ensure the deliverable is achieved within the desired timeframe
Strong academic qualifications to A-level grades A-C (or similar)
Previous experience of working in the employee benefits / protection industry is beneficial
Experience of working in a telephone based customer service position is beneficial
Knowledge of Microsoft Office programmes including Word, Excel and Powerpoint

Client Service Administrator Resume Examples & Samples

Managing the daily processing of a large volume of administrative forms
Ensure that requests are processed accurately within the required turnaround time
Take part in various team projects as required

Client Service Administrator Resume Examples & Samples

Receive and process data and files between RM clients and DCA’s (includes data files, queries and post)
Strong decision making and communication skills
Good teamwork
Ability to prioritize varying workloads
Good Knowledge of Microsoft software in particular Windows, Excel and Word
Good numerical and literacy skills
The ability to suggest and deliver process improvements

Audit Corporate, Client Service Administrator Resume Examples & Samples

After receiving a focused and detailed introduction, you will work independently within an international, dynamic, professional and open audit team
You will be responsible for the performance appraisal process of team members
You will prepare specialized reports and response to ad-hoc requests from the senior Partners or the audit managers
You will be responsible for organising travel arrangements, managing various documents and provide administrative support for the audit team
You will be responsible for attending relevant team meetings with clients, monitoring action lists, preparing PowerPoint presentations, detailed analyses or other client facing documents
You will tracking department functions with maintaining tracking hours (weekly monitoring of budgeted hours and effective hours spent by functions and teams)
You will file and open mail, respond according to the team leaders request or redirect it to the relevant function or audit team member
You will prepare and monitor billings and cash collections and chasing the client for unpaid invoices
You will manage and maintain various databases in relation to the audit cycle of the Deloitte client
You have a completed commercial apprenticeship in an economical sector (KV-Abschluss)
At least three years’ experience as an Assistant preferably within a banking or industry sector
You have strong organisation skills and enjoy working methodically with great attention to detail and you are able to multi-task
You are reliable, willing to take on responsibility in a fast-paced environment and happy to work independently
You have excellent social skills and enjoy working with different people from various fields
You work well as a team player and demonstrate willingness to share knowledge, to advance knowledge and skills of others
You have excellent knowledge of the computer programmes; Word, Excel, PowerPoint, Outlook
You communicate fluent in German and English (written and verbal). French would be an advantage

Client Service Administrator Resume Examples & Samples

1 - 2 years experience in field coordination, data administration or operations
Strong accuracy and attention to detail for quality of data is needed
Excellent verbal and written communication skills, computer skills, financial skills and effective project management skills. Strong problem solving ability

Asset Management GWM Private Banking Client Service Administrator Based Resume Examples & Samples

Maintain client confidentiality at all times
Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
Working within a team to execute daily transactions including loan withdrawals, deposits, payment execution and liquidity fund trades
Assist the team in production of monitoring reports for daily transactions
Data entry and process initiation for changes of client demographics
Liaise and follow-up with internal teams for documentation issues
Signature Verification of Instructions received from clients
Take ownership of work, problems, clari1’ issues / objections, and ensure data integrity, accuracy and completeness
Participate in special projects and UAT testing for IT enhancements as assigned by Team Manager
Fluent in English and French is absolutely necessary. Any other language would be an asset
Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service
Clients as efficiently as possible
Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds, and credit products and services
As each applies to their specific region’s business segment
Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the
Potential financial liabilities associated if they are not executed properly
Minimum of Bachelor’s degree or equivalent
Previous experience in a similar role within the financial services and/or Banking industry

Client Service Administrator Resume Examples & Samples

Receiving and processing data and files between Plato clients and DCA’s (includes data files, queries and post)
Check data is received within agreed Service Level Agreements (SLAs)
Ensure data received meets required format as specified by TDX Group and managing any exceptions
Ensure data is processed in TDX Group systems and sent to appropriate 3rd parties within agreed SLAs and in agreed format
Ensuring operational handshake processes take place
Manage exception queues
Responsibility for working exceptions and escalating when required
Ensure organisation of email accounts and shared folders are consistently organised and that all information is easily accessible by other Plato team members
Ensure all incidents and broken SLAs are raised to Plato Incident Manager in a timely manner
You will be expected to build and manage relationships with client operational teams and DCA operational teams e.g. chasing payments, missing files and query management

Client Service Administrator Resume Examples & Samples

Ensure all data processing meets policy requirements
Provide first point resolution in all responses
Using the Workflow and Scrip systems, letter templates and paragraphs,
Timely and accurate completion of work items
Interact positively with other team members and wider CPM teams and proactively contribute to achieving your team’s goals
Proactively identify and deliver improvement ideas that will contribute to the continuous improvement of the business
Ability to work both independently and within a team
Ability to follow procedures and recommend changes when improvements are identified
Strong PC skills with a high level of familiarity with MS Word and MS Excel
Possess and display a positive, enthusiastic attitude & strong work ethic
Be self-motivated and proactive
Possess the ability to work well under pressure, maintaining professionalism and focus on quality
Experience using Workflow Client
Ability to navigate through COSMOS Company
Knowledge of securities industry and registry products

Client Service Administrator Resume Examples & Samples

3 to 5 years of experience in a professional services environment
Strong organizational and process management skills
Proactive self-starter, with a very strong ownership mindset
Excellent communication skills, with an eye for detail
Able to adapt quickly and work in dynamic environment
Solid understanding of Excel basics is required
Structured, creative, collaborative and action-oriented mind-set

Client Service Administrator Resume Examples & Samples

Ability to prioritise varying workloads
Good knowledge of Microsoft Excel
Ability to manage a number of priorities under pressure

Operations Executive Client Service Administrator Resume Examples & Samples

Liaises with local team to ensure all the agents are on board; documents correctly submitted, internal set up done, deadlines met and service levels adhered to
Partner on-boarding for additional locations
New software roll-outs
New Product roll-outs and enhancements
Cost-saving initiatives / Business improvement
Work as a first local point of contact to resolve agent and customer queries/issues in a timely manner, liaising with internal functional teams as appropriate, in relation to transactions, products, transaction forms supplies, delivery and template finalization, IT issues, initial set up and on-going queries, settlement of financial transactions, and Report Analysis
Delivers on the phone and face-to-face system training to new agents until live date. Identifies system training needs of existing agents and deliver any re-training initiatives
Attends meetings with operations team as required to exchange knowledge on projects and products
Produce/analyse reports and metrics
Good standard of education combined with experience in a customer-facing support role within a front-line customer service/help-desk/sales support/operations environment
Computer literacy: excellent working knowledge of the MS suite of packages and operating systems
Fluency in English. Additional languages such as Latvian, Lithuanian, Estonian or Russian would be very advantageous
First class interpersonal skills, able to build and maintain credible relationships with agents and customers, in person and over the telephone
Commercial awareness, ability to identify and report key operational issues on a timely basis
Excellent problem solving skills - able to think through likely cause of problems before referring them to others
Ability to understand and explain IT and telecoms related issues to Agents in a user-friendly manner
Ability to demonstrate a flexible approach
LI-BG1

Client Service Administrator Resume Examples & Samples

Working knowledge of 401(k) and defined contribution plans, products and applications
Working knowledge of Fidelity systems (FPRS, BWS, PSW and Xtrac); Operations Knowledge
Strong customer service skills, client communication/interface and satisfaction abilities
Ability to work in a team environment and be an effective team player
Must be able to analyze and propose solutions to a problem as well as completing all tasks required in its resolution
Ability to manage multiple priorities, to set priorities, meets goals and deadlines, and manages one's workload
Risk-management skills- client and plan level

Client Service Administrator Resume Examples & Samples

Provide the highest quality customer service
Follow-up and obtain open tickler items in cojunction with Account Manager
Review tickler items and file
Follow-up on outstanding invoices in excess of 90 days
Complete annual account reviews
Escalate risk and service issues, per TSS policies and procedures
Participate on special projects

Client Service Administrator Resume Examples & Samples

Manage key client and supplier SLA’s on a number of client file loading and financial work streams
Deal with operational queries from both internal and external stakeholders, including, the wider RM team, clients and suppliers
Manage your own workloads ensuring that all SLA’s are consistently met and issues escalated
Work with Team Leader to drive liquidation in RM operations
Providing operations knowledge to teams from the wider RM department to ensure queries are answered in a timely manner
The ability to suggest and deliver process improvement

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