Client Service Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the client service job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

G Kunde

Gillian

Kunde

1651 Robel Lodge

New York

+1 (555) 141 3784

1651 Robel Lodge

New York

Phone

p +1 (555) 141 3784

Experience Experience

New York, NY

Client Service Technician

New York, NY

Kessler, Franecki and Schuppe

New York, NY

Client Service Technician

Work as a member of local team to provide efficient service delivery to all accounts within the assigned area
Willing to work a flexible schedule that includes Saturday
Identify potential sales leads and participate in sales opportunities (e.g., contract renewals, assist with promoting and implementing of revenue programs)
Perform on-time and accurate planned maintenance (PM), Field Modification Instruction, and safety/environmental inspections
Perform on-time and accurate planned maintenance (PM), Field Modification Instruction, and
Acquire and maintain knowledge of relevant product offerings and support policies in order to provide technically accurate solutions to customers
Provide evening and weekend on call support

Houston, TX

Client Service Professional

Houston, TX

McLaughlin-Hahn

Houston, TX

Client Service Professional

Support and work with the Service Director and Relationship Manager in client development and initiatives
You may make suggestions to clients regarding workflow/process improvements to proposed jobs to maximize the benefits to both the client and the company
You will be expected to lead efforts to provide process documentation, workflows and job aids for internal and external purposes
Respond to client inquiries and provide resolution within the established service standards and maintain client satisfaction
An evidenced and accomplished history of independent problem solving work
Develop and support game plans for projects and sub-projects
Not just a job, but a career, with an opportunity to do the best work of your life

present

Chicago, IL

Client Service Team Leader

Chicago, IL

Luettgen, Reinger and Conroy

present

Chicago, IL

Client Service Team Leader

present

May serve as an acting backup to the Team Manager, providing leadership, guidance and direction to team members in the absence of the manager
Work in Test Driven Development environment, leveraging QA automation test suite to provide unit tests and integration tests for all new functionality
Taking ownership of regular performance management activities: 1:1s and performance approvals
Conducting performance evaluations and career development discussions
Providing coaching and development under a robust supervisory structure that ensures all business is carried out in a compliant manner
Providing ongoing development, coaching and direction to your team members in order to meet objectives and SLA's
Provide direct feedback to associates on areas of opportunities to enhance services provided to the client

Education Education

Bachelor’s Degree in Electrical Engineering

Florida Atlantic University

Bachelor’s Degree in Electrical Engineering

Skills Skills

Detailed knowledge of GTRF back and front office area
Strong attention to detail
Great interpersonal skills
Solid quantitative and analytical skills
Highly organized
Strong communication (verbal and written), numeracy and analytical skills
Excellent communication skills (written and verbal)
Able to multitask efficiently and effectively
Advanced knowledge of government and regulatory laws and regulations
Thorough knowledge of U.S. Bancorp operations, policies and procedures

Create a Resume in Minutes

15 Client Service resume templates

Read our complete resume writing guides

Client Service & Sales Associate Resume Examples & Samples

Relevantexperience (3-7 years) in an investment management, consulting firm or sellsidefirm
Self - starter with strong interpersonal skills & highlevel of natural curiosity
Individual must have strong attention to detail &a demonstrated ability to follow-through on complex multi-step task
Proven record ofacademic achievement, concentration in Finance, Business Administration, orMarketing preferred
CFA (successfulcompletion or progress towards such preferred)
Keen understanding ofsales and marketing process
Strong quantitative and qualitative reasoningability (i.e., capacity to understand inner workings of investment strategiesand present them in appropriate detail to an audience)
Ability to listen and quicklysynthesize information,
Ability to thinkindependently and formulate sound conclusions
Proven ability tomulti-task
Excellentwriting/editing skills
Strong verbalcommunications skills and comfort engaging all levels of firm management &investors
Excel & Powerpointskills a must

Cib-client Service Anaylst Resume Examples & Samples

Bachelor's degree holder above 2 years experience in customer service or front office role, preferably with exposure to financial institutions and multinational corporates
Understanding of various aspects in clearing such as SWIFT, RTGS, T/T and GIRO
Understanding of cash management products such as Time Deposit, FX and Sweeping
Excellent telephone manner and email etiquette
Able to provide quality services in a high inquiry volume environment
Good command of English, Cantonese and Mandarin
Accuracy and ability to follow through
Team player
Ability to work independently and meet set metrics
Good communication and influencing skills

Client Service Professional Resume Examples & Samples

Typically a minimum of three years or the equivalent, customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or financial service industry
An in-depth knowledge of Chase Commercial Bank and other operating areas within the bank
An evidenced and accomplished history of independent problem solving work
Strong interpersonal skills with proven supervisory and leadership abilities
Extensive knowledge of deposit, treasury and credit products, payment services, regulations, and procedures related to them
Thorough knowledge of financial exposure and operational risk related to transactions associated with bank products and services
An ability to understand complex customer structures, associated profitability reports and their impact to the segment P&L
Command strong ability to use various bank systems
Excellent oral and written communications skills
Ability to work under pressure in a team environment

TS Client Service Resume Examples & Samples

Executive Personal Assistant to Annette Acors, ED, TS EMEA Client Service Manager
Co-Ordination of meeting arrangements (Local and Overseas) including booking of rooms, managing invites and setting up Video Conferences
Travel Administration (for Team) including the booking of overseas travel and the processing of Corporate Card travel and entertainment spend, reimbursements and invoice management
Co-ordinate overseas and local itineraries for visitors to Bournemouth and staff visiting other regions/countries
Assist with distribution and collection of incoming & outgoing post
Diary Management for relevant Managers
Spreadsheet work (Supporting various ongoing Client Service Initiatives)
Assist with the coordination of Client Visits to Treasury Services
Setting Up Conference Lines
Filing
Preparation and updating of PowerPoint presentations
Updating of Call Trees
Team Absence & Coverage Management (using Absence Tracker)
Stationery ordering
Assist with the communication of team wide initiatives/updates
Assist with the Raising of EURC requests on behalf of the Management Team
Minute Taking in meetings and dissemination of minutes including the management/coordination of resulting action points
Additional general administrative assistance (Time permitting)
Administration of SharePoint sites and reporting systems
Updating Org Charts
Various project work
Personal Assistant Experience
Advanced technical/software skills (Microsoft Outlook, Word, PowerPoint and Excel)
High level of flexibility with regards to hours and commitment to role
Positive upbeat attitude
Ability to Multi Task and manage a busy Agenda
Self-starter with the ability to prioritise
Excellent leadership skills
Ability to manage/communicate with senior/strong willed individuals
Excellent Written and Verbal Communication Skills
Excellent attention to detail
Diplomatic with sound interpersonal skills
Strong team player
Excellent Organisational Skills
Understanding and demonstrating good problem-solving skills

Asset Management Latin Private Bank Client Service Resume Examples & Samples

Work closely with regional Client Service and Onboarding management teams on a range of initiatives related to practice strategy and execution
Conduct analyses to drive further insights and opportunities about business; develop metrics and reporting, particularly for onshore business, as needed
Coordinate responses to frequent ad hoc data requests made to the Regional Service Manager
Work closely with team managers to track headcount trends, and assure high quality recruiting and onboarding processes. Create materials for talent reviews and ongoing talent management activities
Coordinate with key partners across regions (US, EMEA, Asia) to develop globally consistent reporting, practices and solutions
Create materials to foster strong intra-region communications (share best practices, procedures, reporting)
Complete ad hoc projects as needed
3+ years experience in the Financial Services and/or Banking industry
High level of personal initiative, and ability to perform effectively in a fast-paced environment with rapidly changing business priorities and tight deadlines
Excellent analytical abilities; extreme attention to detail; highly organized
Ability to work independently; and know when to ask for guidance
Proactive, strategic thinker demonstrating discretion, good judgment and strong problem-solving skills
Enthusiasm for private banking business and eagerness to work on any task that is required
Fluency in English and Spanish and/or competency with Portuguese a plus

Client Service Professional Resume Examples & Samples

Typically a minimum of threeyears or the equivalent, customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or financial service industry
An advanced knowledge of Chase Middle Market and other key operating areas within the Bank
A demonstrated ability to work independently in a problem solving capacity, couple with a willingness to multi-task

Cib-ts-client Service Team Leader Resume Examples & Samples

Responsible for the performance of the Branch service and delivery functions to the excellent standard and in line with the regional Client Service & Delivery business strategies
Ensure proactive services and account management are carried out properly, which includes
Customer analysis and tracking
Proactive client visits/calls
Client education and training
Coordinate regular operations status checks
Understand client's business structure, operating environment
Assist with the collection of overdue bills
Prepare Managed Account Profiles (MAPs) and conduct service reviews with clients
Improve service quality by collecting and providing feedback to and from clients
Periodic review and revise the Description of Service (Service Level Agreement)
Initiate and coordinate the client contingency plan testing
Ensure all new account opening documents are in good order and proper follow up of the incomplete documentation
Quoting and negotiate FX , loan and Time Deposit Rates with clients and traders from approved schedule
Monitor service issues and responsible for ultimate resolution
Drive for internal and external operations efficiency
Manage applicable operational risk
Manage to review, revise and implement changes to policies and procedures from time to time
Manage budget for both staff and operating expenses
Responsible for long-term development planning for all teams
Ensure adequate trainings are provided to all teams
Ensure appropriate backup and assistance for all branch functions
Lead execution of key projects and manage multiple resources
Ensure daily, weekly or monthly reports/metrics are provided as required by management
Possesses 10 or more years of client portfolio management/service planning experience in banking industry
Bachelor's degree or above
Excellent communications skills: verbal and written (English, Cantonese & Mandarin)
Possesses superior management abilities with an understanding of Servicing techniques and workforce management
Maintains composure, energy and professionalism despite job demands and volume of interactions
Communicates tactfully and empathetically with clients; demonstrates cultural sensitivity and awareness
Strong organizational skills; ability to juggle multiple priorities
Strong knowledge and understanding of Treasury Services existing products; understands relationship between products and how they relate to the client's business strategy
Superior analytical skills with proven experience and skills in diagnosing problems

Account Executive, Client Service Resume Examples & Samples

Report directly to the General Manager, Virginia Sports Properties
Assist with the fulfillment of all corporate sponsorship partner agreements
Develop and nurture relationships between corporate partners and Virginia Sports Properties
Maintain client database and inventory spreadsheets
Assist with the creation, planning and implementation of Virginia Sports Properties special events and hospitality (i.e. football hospitality, sponsor trips, golf outings etc.)
Establish a strong working relationship with the University of Virginia Athletic Department staff, specifically marketing and promotions
Assist with local print sales and help generate sponsorship revenue for Virginia Sports Properties
Be available on Game Day Saturdays, evening athletic events and coach’s radio shows
Assist GM with office administrative tasks (i.e. mailings, overnights, organize meetings & office calendar)
Responsible for creation, planning, and implementation of sponsor promotions, including coordination of in-game promotions with UVA Athletics
Assist in collecting advertisements from partners and distribution of such to radio flagship station, television production personnel and print partner
Assist in bidding, securing and maintaining relationships with vendors (i.e. tent, catering, and signage companies)
Represent CBS Collegiate Sports Properties, Virginia Sports Properties and the University of Virginia in a professional manner
Assist with day-to-day tasks necessary to insure the overall success of Virginia Sports Properties
BA or BS degree required
Sales/Marketing support experience in sport sponsorship or entertainment fields preferred
The ideal candidate will be organized / pay attention to detail, motivated, and possess an outstanding work ethic
Outstanding communication skills are essential for interactions with Virginia Sports Properties staff, clients and the University
Must be proficient with Word, Excel and Power point

Senior Client Service Professional Resume Examples & Samples

Typically a minimum of threeyears or the equivalent, customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or financial service industry
An advanced knowledge of Chase Middle Market and other key operating areas within the Bank
A demonstrated ability to work independently in a problem solving capacity, couple with a willingness to multi-task

Client Service Team Leader Resume Examples & Samples

Head client service teams for the Citi Private Bank – Latin America (NY Office)
Ensure consistent high quality delivery of products and services to clients, including investment services, banking, credit, trust and fiduciary and capital markets
Responsible for the management of client services teams that provide transaction processing support to ultra high net worth clients
Support Banker revenue goals by providing best practice service & delivery
Continually improve and reengineer end to end processes ensuring best practices in service quality and customer satisfaction
Ensure all audits and self-testing results are acceptable and teams managed are compliant and kept up to date on process/procedural changes
Implement new technologies and ensure they are utilized to their fullest potential, increasing productivity and quality service to clients
Initiate and lead project teams to reengineer processes and deliver new front office efficiencies and enhancements
Ensure that teams managed adhere to policy and legal requirements; work performed must comply with policies, regulations, and procedures; staff must determine that all client requests comply with legal and policy requirements and escalate suspicious account activity to management
Accountable for all personnel requirements, including performance appraisals, professional development plans, salary actions and employee relations
Excellent leadership and people management skills - ability to influence, persuade others and build consensus
Change management - ability to drive change and effectively manage
Influence skills - generates support, builds consensus and persuades others
Strong problem solving skills - ability to identify and anticipate problems and find alternative solutions
Quality minded - constantly strives to improve processes and the quality of the work performed
Communication skills to convey ideas effectively, both orally and written
Knowledge of a diverse set of products including investment, credit, banking, and trust/fiduciary
Extensive knowledge of bank and regulatory requirements needed to effectively manage teams that process transactions
Knowledge of operational processes in providing investment solutions to clients

TS Sales & Client Service Business Manager Based Resume Examples & Samples

In depth knowledge of Excel, PowerPoint, Access
Knows the components of the sales process
Has thorough knowledge of LOB products and business
Strong tactical skills
Very strong organizational skills

EQT Client Service Fund Accounting Resume Examples & Samples

Reconcile and review trades, positions and cash in line with client service level agreement. Review and substantiate all aged breaks for management escalation reporting
Analyse and review movements in the NAV, whilst understanding affects of P&L, sidepockets and hedging on shares class NAVs and partner balances
Recommend opportunities to enhance client focused service delivery where appropriate

Representative, Client Service Resume Examples & Samples

Strong verbal and written communication skills are required to facilitate daily resolution of queries
Critical thinking, analytical, problem solving, and organizational skills are required to identify and resolve issues
Anticipate and identify Investment Manager's needs for service requests
Integrate intimate knowledge of IMLG and custody operations to service Investment Managers
Serve as a resource to partners and team in understanding and awareness of IM relationships
Identify service efficiency enhancements, process improvements, and facilitates service delivery using creative and proactive measures

Private Bank Client Service Analytics VP Resume Examples & Samples

Discover and develop client activity and behavior insight to support various PB initiatives such as revamping the client activity based servicing capacity model, deepening the client relationship on banking products and services, improving client experience, and discover client unmet needs
Develop segmentation schema and recommend proactive and differentiated client serving/treatment strategy, to retain the best clients and deepen relationships. Partner with others on solutions to improve the client service platform
Develop analytics capabilities to track, report, and assess strategy and program effectiveness, i.e., developing new measurements and predictive tools and enhancing existing tools
Collaborate with PB marketing and markets to define desired client experience, develop client experience tracking capabilities, provide insights especially those delivered via the service platform, deep dive on key issues and root causes
Partner with team members and other teams to enhance PB analytics infrastructure and be hands on with the end-to-end processes; from idea generation, discover data needs/sources, perform analyses, to making recommendations
Partner with the service leadership team to improve; management information/client insight communication processes, including market/client relevant content, concise and timely reports, highlights and recommendations aligned to business priorities
Offer thought leadership and share analytics expertise with team members onshore and offshore
10+ years analytics experiences in client service, marketing, or risk functions
Proven expertise in client behavior analysis and segmentation strategies
Strong problem solving skills and exceptional attention to detail
Proven record of innovation and demonstrated intellectual curiosity
Strong communication skills, especially in interpretation of analytical findings
Advanced proficiency with SQL, SAS or other data-mining tools
Proven team player with strong influencing skills
Advanced proficiency with predictive or propensity modeling techniques
Advanced proficiency with MS Excel, Access and PowerPoint
Experience in business intelligence/reporting tools (i.e., Business Objects, Brio)
Experience in developing business requirement and working with IT to build analytics datamart
Bachelor’s degree in related field required, Master’s degree preferred

Client Service & Sales Rotational Summer Internship Resume Examples & Samples

Can work between July 7 to August 28, total 8 weeks
Graduating by July 2016
Fluency in both Japanese and English is a must
Passion for the financial markets

Client Service Center Service Professional Resume Examples & Samples

Excellent communication skills, both oral and written
Computer proficiency including, but not limited to
Windows
Microsoft Office
End-user Internet technologies including mobile platforms
Time and Stress Management skills
Conflict management skills
Technical Support skills a plus
Client-Focus and problem-solving skills
Multi-tasking in a fast-paced environment
Attention to detail and quality of work product
Follow-through and accountability
Ability to work within a team
Initiative/Self-starter
Proactive
A desire for a career in Financial Services is a must

Client Service Clerk Resume Examples & Samples

Prematch Client trades Resolving Matching Details on Client trades Chasing Client when Insufficient Communicating with Client Static Updates for Clients Liaise between Clients / Settlements / MO Update Client Contact Details
Proven Client Service skills Market knowledge as a preference
Computer literate with a quick mind able to learn in-house systems speedily
Must be skilled in most Microsoft applications EXCEL,WORD and Outlook

Client Service Portfolio Administrator Resume Examples & Samples

Responsible for client reporting accuracy including quality checking reporting package once Accounting Portfolio Administrators have finalized accounting data. Work across departments to resolve errors
Work across departments to coordinate and resolve client issues, problems or questions
Create customized supplement reports to meet client needs for performance, analytics or accounting data not provided in our standard reporting package
Fulfill consultant requests for performance, analytics and accounting data coordinating with Consultant Relations Group. The delivery and format of these requests is typically driven by the consultant
Process audit requests for institutional clients
Provide ad hoc reports to IPM/Associate PMs to be used both internally and externally for clients
Responsible for new account setup process including RBC GAM system setup and coordination with internal teams on items needed to commence trading. Responsible for quality and accuracy of new account setup and inventory of required documentation
Notifying clients of class action settlements that involve securities currently or historically held by clients
Gather and validate information internally to ensure completion of sub-advisory reporting requirements
Three years experience working with fixed income and equity securities or related job experience
Previous experience in the asset management or securities industry
Working knowledge and understanding of asset management operations, systems, security types, and analytical data
Strong time management and organizational skills with the ability to handle multiple projects on an ongoing basis in a fast paced ever changing work environment
Excellent interpersonal, oral, and written skills
Effective problem identification, analytical and resolution skills
Strong ability to interact with all levels of staff. Must be able to maintain relationships that will relate to the overall success of the established firm goals
Proficient computer skills in Windows-based software products such as Word and Outlook. Strong proficiency in Excel
Ability to work independently and with a strong attention to detail
Bachelor’s degree in Finance, Business or related field
Bloomberg, Eagle Investment Systems experience
Operational understanding of GAM product offerings and their individual security building blocks

UK Retail Client Management Client Service VP Resume Examples & Samples

You will co-ordinate the onboarding of client’s investing direct into BlackRock mutual funds,. You will follow correct process and procedures, including setting up client accounts, ensuring access to the correct funds, applying the correct fees and coordinating the delivery of any other service needs which have been agreed with the client. In doing this, you will be expected to understand your clients’ needs and liaise with internal teams and third party service providers where necessary, ensuring that the agreed arrangement and service requirements of the client are articulated in an appropriate legal agreement
You will also work with our business operations teams to onboard segregated accounts, as well as clients investing in life products by way of reinsurance and be the primary point of contact for a number of clientswho have appointed BlackRock to manage their funds on a sub-advised basis or manage their segregated portfolios or reinsurance arrangements
You will be responsible for organising and hosting client Due Diligence meetings and Service Review meetings.This will include working with the client to understand their requirements and coordinating with internal teams to ensure business areas are appropriately represented at such meetings and that the agenda delivers on client expectation
You will continually develop and maintain, through proactive engagement, the clients trust and confidence and overall satisfaction in our service delivery, handling all ongoing client queries and anticipating their requirements. You will be expected to know your client accounts and service needs, so that you can proactively ensure your clients receive the best possible support BlackRock can offer. In this regard, you will be a role model for proactive client engagement
You will be expected to contribute thought leadership to project scoping and management of clients and proactively participate in the development and implementation of continuous improvement of our control environment, policies and procedures, looking for ways to innovate and drive our business forward, delivering a superior client experience. From time to time, you may be asked to lead on projects representing the client and the team, ensuring that change implications are understood and that the client experience is assured
You will act as a role model within the team and when required, assist in the management and oversight of junior team members, helping them prioritise their own workloads appropriately. In this respect you may be asked to act as a delegate for your line manager and other senior members of the Retail Business in projects and other forums, as necessary
You will be expected to “own” client queries and drive them through to resolution, ensuring a variety of client queries are handled with due care and attention and responded to appropriately, within agreed time frames and always with consideration of the client’s needs and expectations. You will be expected to work with the relevant transfer agents and internal teams to resolve client queries and deliver the right client experience
You will be expected to have a good understanding of the financial markets and regulatory changes, and consider how this may impact any client arrangements
You will partner with the sales team and other business stakeholders to develop solutions for our clients, exploring our service capabilities and continually looking for ways to innovate and provide clients with improved and better service outcomes
Produce daily/monthly statistics for the team, prepare policies, procedures and presentations as required
Be open and flexible with cross-training opportunities across the team, learning other disciplines such as handling clients through the account opening process, handling Requests for Information and Client Due Diligence and Client Reporting as required, managing the complaint sign off process and contributing to and participating in the wider team goals
Experience dealing with segregated / sub advised accounts, mutual Fund legal agreements, reinsurance contracts, service level agreements and retrocession arrangements within a retail or institutional environment will be an advantage
A highly motivated individual who demonstrates a genuine interest in financial services and client service and is well regarded as a lead subject matter expert in working with clients in a service environment. The candidate will be an individual with proven financial services experience
An individual who demonstrates an organised, disciplined and methodical approach to work and able to manage time well whilst working in a sometimes pressured environment, with the ability to manage and prioritise work of self and others effectively to consistently meet business goals
Exhibits a client-focused attitude and be dedicated to offering the highest level of client service
An individual, who processes an enthusiastic ‘can do’ attitude, is resourceful, proactive and can lead self and others with drive and determination and a willingness to learn and innovate
An individual who is personable, confident and able to positively influence others, developing strong relationships with both clients and internal partners
Demonstrates an aptitude for problem solving and shows willingness to go the extra mile for clients
IMC, IAQ or CIMA qualification preferred

Representative, Client Service Resume Examples & Samples

Technical knowledge of mutual funds, hedge funds, and the securities industry are required
Excellent verbal and written communication skills are required to communicate with internal partners and external clients and shareholders
Flexibility and ability to work in a team setting are critical
Knowledge of securities processing regulations and basic accounting concepts are required to manage daily activity in client accounts
Organizational skills are required to manage multiple tasks in a fast-paced, time-sensitive environment
Excellent problem solving and analytical skills are needed to review and process incoming requests, research inquiries, and identify solutions and trends

Client Service Reference Data & Exit Team Specialist Resume Examples & Samples

Manage transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations
Use a high level of customer service skills
Research, follow-up and resolve inquiries and issues through effective interaction with JPMC teams and other staff in a timely and professional manner
College degree or equivalent financial services/banking industry experience preferred
Client service experience preferred
Work with clients to secure transaction instructions and complete activities
Ability to make independent decisions about complex issues and solutions
Ability to multi-task and manage priorities effectively
Ability to adapt to a rapidly changing business and technology environment
Exceptional problem-solving skills
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases

Senior Representative, Client Service Resume Examples & Samples

Able to adapt to a face pace environment
Strong quantitative reasoning skills
Proficient in Quickbooks and Quicken
1-2 years of call center experience and at least 2 years of client servicing. Banking experience and possessing bilingual abilities is very helpful

Senior Client Service Professional Resume Examples & Samples

Treasury product knowledge
Commercial Banking industry knowledge
Understanding of RFP (request for proposal)/contractual process preferred
Government Not-for-Profit and/or Healthcare experience preferred
Proficient in MS Office skills

Business Banking Client Service Team Lead Resume Examples & Samples

Effective verbal and written communication with external and internal customers
Document customer account activities thoroughly and concisely
Engage in interactive dialogue through active listening
Prioritize work time effectively to ensure efficiency
Critical thinker and ability to make independent judgment
Attention to accuracy and attention to detail
Experience with multiple browsers, multiple tabs and window navigation and instant messenger tools
Fluency in Windows Operating Systems and Microsoft Office tools
Conflict resolution experience
Minimum of two to three years of expert customer interaction or customer support experience, either by phone or face to face
Experience managing work flow and capacity planning is preferred
Must be willing to work in an environment that requires phone-based customer interaction
Proficiency with expert computer functions including mouse and keyboard usage, launching applications, conducting searches on the Internet, and maneuvering in a Windows-based environment
Proficiency in collaborating with other line of business partners
Bi-lingual Spanish plus

Prime Finance Middle Office Client Service Resume Examples & Samples

Review client cash balances / portfolios for operational issues
Completion of all daily processes and controls including ad-hoc tasks that may be assigned
Excellent communication skills – both written and verbal
GCE “A” Level standard or equivalent
Good numeric skills
Industry exams e.g. IAQ module exams or equiv

Representative, Client Service Resume Examples & Samples

Anticipates and identifies Client’s needs for service requests
Integrates knowledge of organization to service Client Investment Managers
Serves as a resource to partners and team in understanding and awareness of Client relationships
Identifies service efficiency enhancements, process improvements, and facilitate service delivery using creative and proactive measures
1-3 years of client servicing in financial services preferably working with securities or custody operations

Representative, Client Service Resume Examples & Samples

Documenting procedures and/or issues
Reviewing daily reports, performing trend analysis, and making recommendations to managers
Telephone communication with other financial institutions, institutional clients, and internal partners
Written communication with other financial institutions, clients, and internal partners
Quality Checking of intermediary trades, maintenances, and new accounts
3-5 years experience working with mutual funds and NSCC processing preferred but would also consider candidates with knowledge of commingled funds, nested fund structures and trust/brokerage process. Finance degree and/or professional qualifications or accreditation preferred

Client Service Center Department Manager Wealth Management Operations Resume Examples & Samples

Understanding of the planning and budgetary processes for the department
Coaching and developing Client Facing Section Managers to improve performance and deliver the highest possible service standards to our clients
Leading and supporting functional and site-wide initiatives, which include building relationships
Call center metrics and operating formulas, coupled with a proven record of establishing and adhering to rigorous call center metrics and standards
Sound HR practices and policies, as well as good judgment in personnel decisions
Strong understanding of effective curriculum development, training, communications and quality enhancement methods
Knowledge of Securities and/or Banking industry preferred
Excellent communication, presentation and interpersonal skills (oral and written) with the ability to network and establish relationships across the company, including senior management
Ability to establish and maintain positive, professional working relationships with Section Managers and senior management
Proven success in professional development of direct reports
Morgan Stanley Wealth Management product knowledge or background
Ability to multi-task, prioritize and excel in a fast-paced deadline driven environment
Demonstrates the desire to contribute to building new functions within a dynamic, developing organization
Conflict management & resolution skills
Experienced MS Office user including high level of comfort with MS Excel and Pivot Tables
Able to create well-structured presentations within firm PowerPoint design standards
A proven inherent mindset that includes all of the following management disciplines

FX Prime Brokerage Client Service Desk Head Resume Examples & Samples

Receives high marks in client service excellence category from PB clients as evidenced thru our annual NAM PB Client Survey; ensures any shortfall, or issues impacting clients are remedied to the satisfaction of the respondent or the furthest extent possible
The Desk Head ensures he or she, and all direct reports, take full ownership of any client service-related issues impacting customers
Establish and nurture relationships with platinum NAM-based clients, visiting each within 6 months of beginning as Desk Head
Demonstrates an ability to communicate (written and verbally) in a concise, clear and well-organized manner with PB clients, risk officers, compliance officer, legal and FX PB management
Demonstrate ability to keep morale high among the RMs and Middle Office teams, ensuring a spirit of strong camaraderie, teamwork and understanding is always present
Creates and maintains a strong network of colleagues in Credit, Legal, Transitions, CPM and Technology, and can demonstrate an ability to persuade these colleagues when their input or participation is required for us to serve our clients
Proactively provides client feedback on a regular basis (quarterly minimum) to superiors and colleagues, uncovering any client dissatisfaction before customers feel the need for escalation to senior managers
Generates positive internal feedback as evidenced by results from Citi’s Multi-Perspective Feedback (MPF) surveys; earns the respect of direct reports and superiors
FX Prime Brokerage industry & regulatory knowledge- the Desk Head stays abreast of industry & regulatory changes and can effectively communicate with clients, legal, compliance and superiors on such matters
Prior managerial experience- the candidate must have experience managing others and demonstrate that she or he has earned the respect of prior teams managed
Risk monitoring & legal agreements – She or he understands and can monitor market risk, credit risk and counterparty risk. Furthermore, the candidate can demonstrate full knowledge of all client-facing trading agreements (PBA, ISDA, DNs, C2C/4-ways)
Good work habits- the Desk Head must plan, organize, and schedule in an efficient and productive manner, finishing work on time and in priority order, making her or himself do what needs to be done
Mentor, coach and motivator- the Desk Head must effectively coach people in their current role to identify their strengths, to develop them further, and to improve performance where needed. In addition, the desk leader must prove she or he can energize teammates to excel in their role and outperform competitors
Culture- the Desk Head can produce a culture of excellence amongst RMs. She or he can create an environment of respect and fairness, and one where mediocrity is not accepted
Team player- a Desk Head must reach out to peers, form partnerships, and cooperate with superiors to establish an overall collaborative working relationship
Commitment- the next Desk Head must be committed to a long-term career at Citi and to the long-term success of her/his team and our Business
Openness to criticism and new ideas- an effective Desk Head must solicit feedback often and react calmly to pressure, criticism or negative feedback
4-Year College Degree

Client Service Helpdesk Associate Resume Examples & Samples

Utilize logic and systematic processes to analyze and solve CitiDirect/White Label related problems
Identifies the multiple components of technical problems and develops criteria for optimum solutions
Presents information in ways that make complex, technical concepts clear and understandable to end-users
Utilizes a wide range of appropriate writing techniques and methods to communicate with internal and external customers
Listens to gain an understanding of complex issues and processes
Utilizes logical, practical and efficient approaches to ensure all customer issues are addresses
Strives to anticipate, identify and understand customer training and technological needs
Works together to make team missions and objectives a priority
Keeps team member informed of CitiDirect process changes and updates Meets agreed upon deadline on team assignments and projects
Listens, observes and strives to gain understanding of others
Welcomes and seeks assignments that will assist in the understanding of platform and technological process changes
Takes initiative in acquiring and mastering CitiDirect, platform skills and knowledge

Asset Management Latin Private Bank Client Service Group Resume Examples & Samples

Provide comprehensive professional support to Latin America Private Banking Service team, including, conference call and meeting arrangements, travel booking, expense reporting, etc
Maintain branch office records in accordance with Private Bank procedures and industry regulations
Identify and escalate gaps in existing processes or record keeping practices; devise and implement improvements
Support administration of business control activities for the Latin America Geneva Service team
Coordinate timely and thorough responses to Service projects; follow up regularly with team members; generate summary reports for management
Facilitate the internal delivery of documents from the Service team to the relevant departments, (Client Onboarding, Legal, etc)
Coordinate mailings to clients via DHL; track delivery; resolve issues
Track firm-element training activities; follow up with employees as needed to assure timely completion of assigned trainings
Partner with Training Officers to schedule training sessions for technology rollouts, process changes etc. Track and report attendance
Manage employee onboarding/off boarding activities including new joiner registration, onboarding of contractor resources, setting up system access, and terminating system access for leavers
Strong time management, organization and planning skills
Enthusiastic, professional demeanor
Results-oriented and able to set and meet aggressive intra-day deadlines
Ability to adapt to rapidly evolving business priorities
Solid knowledge of Microsoft Office and banking applications
College degree or equivalent certification preferred
Bi-lingual Spanish/English preferred

Client Service Representatvie Business Services Resume Examples & Samples

The successful candidate will be responsible for business deposits, withdrawals and bill payments. They will process night deposits, order, ship and prepare Canadian cash for customer pick-up, order and ship foreign exchange currency and process customer service representative chute bags
This person will also be responsible for answering incoming calls and resolving business account inquiries, balancing cash daily and following established procedures if out of balance and uncovering customer’s personal or business needs and referring them to the appropriate staff members (refer credit requests, investments, new accounts etc.)
A responsive first point of contact role focused on providing professional and attentive service to clients by accurately completing immediate core business banking needs (simple & complex)
Responsible for efficient management of unit controls
Have a working knowledge of service platform and compass systems
A comprehensive background within the financial industry
Proven ability to respond calmly and constructively when dealing with irate clients or when working in a stressful situation
Industry experience in financial services, retail, hospitality etc
Exceptional customer service skills and the ability to discover and meet the client’s needs
A minimum of one year of client service preferably 2-3 years in one position
Experience handling cash as well as experience

Private Banking Senior Client Service Assoc Resume Examples & Samples

Works under the guidance of the Private Banker, WMA, and other specialists to ensure the Private Banking client experience is delivered
In conjunction with the Private Banker and/or WMA, ensures service standards and metrics are met based on client banking needs
Takes ownership for resolving client banking issues and notifies Private Banker of status /resolution; can handle more complex issues
Assists Private Bankers in the administration of their client relationships
May often act as a primary point of contact for the administrative needs of our Private Banking clients
Identifies opportunities and cross-sells basic banking products and services to their assigned clients
Participates in the Life360 Process as requested
Delivers high level of service while maintaining bank integrity, and abiding by both corporate and industry regulations
Follows documented banking procedures
Effectively works with internal business partners (e.g., call center, funding desk, consumer underwriting, etc.)
Associate degree or BS/BA is preferred
Brings a minimum of 3 years of successful banking/client service experience in retail, commercial, business, private banking, and/or client services industry
Exhibits a sense of urgency in a results-driven environment
Strong interpersonal, organizational, written, and oral communication skills
Adapts quickly in dealing with an ever-changing banking environment
Uses effective problem solving skills to resolve client issues
Computer / Technical: Ability to use all Microsoft Office software including: Word, Excel and PowerPoint
Knowledge of the Fifth Third banking systems is preferred

Client Service Center Department Manager Resume Examples & Samples

Minimum of five years managing in a top-tier call center environment
Experience managing a minimum of 50 employees in a Financial Services call center environment and a multi-million dollar budget
Proven record of delivering quality customer support as measured by benchmarks
Experience creating positive work environment and maintaining strong employee morale
Experience with sophisticated training and quality assurance programs
Experience in development of personnel, particularly developing new supervisors and managers into seasoned and well-trained call center managers
Experience in staffing, hiring and retaining in a large-scale call center environment
Call center technology and methodology, including ACD, VoIP, Network Routing, CTI and IVR, as well as forecasting and scheduling
Strong understanding of competitive landscape and trends in call center management
Call center metrics and operating formulas, coupled with a proven record of establishing and adhering to rigorous call center metrics and standards
Sound HR practices and policies, as well as good judgment in personnel decisions
Proven track record of professionally developing direct reports, and of implementing a robust people management framework within an organization
Knowledge of securities industry preferred
A proven inherent mindset that includes all of the following management disciplines

Regional Head of Client Service Resume Examples & Samples

HSBC Global Payments and Cash Management formally established as a global functional business in 1997, serves as a core service to CIB and CMB customers
Client demand is increasingly focused on a complete bought solution, in which a post-sales client service, is being seen an integral and important component of the solution. Hence, a consistent delivery of a top quality and market leading customer service proposition, across the region and globally, is essential for the success in retaining client loyalty and forestalling client defection. In order to advance the service proposition, a regional change driver role must also be taken up to ensure all Client Service teams in the region all aligned for the same standard of service delivery
While in the process of delivering to meet customers’ expectations, the person is required to ensure that the team operates within the parameters established by external regulators in the region, and is also subject to internal Group parameters. Therefore, a broad knowledge of the business environment and the banking and regulatory framework in Asia, as well as a strong working knowledge of HSBC's operations, systems, products and services in the region is required

Operations Asset Servicing Client Service Group Analyst Resume Examples & Samples

Timely and accurate response to queries raised by direct hedge fund clients and other business units
Management of relationships with clients through daily communication
Risk management & reporting – the monitoring of various daily reports for distribution to clients and senior management within Asset Servicing
Excellent communication & time management skills and appreciation of client relationship management
Good organizational skills, ownership of issues, eye for detail and thoroughness
Ability to continually prioritize workload throughout the day
Teamwork orientation and sensitivity to working with a wide user group in different regions of the world
Ability to deliver while working under pressure, to tight deadlines and dealing with challenging relationships
Prior Asset Servicing experience (Corporate Action, Income or Proxy) highly desirable
Change Management – the ability to identify where process improvements can be made to improve efficiency and control
Proficient in MS Excel, Word & Powerpoint
Spanish/Portuguese language and/or experience of Latin American corporate actions particularly advantageous

PFS Client Service Fund Accounting, Galway Resume Examples & Samples

Monitor corporate actions and process dividends at each valuation point in line with operating procedures
Prepare payment instruction for fees and expenses and act as signatory for the approval of payments when required in accordance with approved authorisation levels
Liaise and work with the Investor Services team to ensure accurate recording of shareholder capital activity within Geneva ensuring full client sign off and NAV reporting of investor activity
Ensure timely and accurate delivery of NAV to client in accordance with client SLA
Prepare comprehensive and accurate audit files for Fund yearend reporting and deal with audit queries in a timely manner
Complete all functions in adherence to SAS 70 requirements

Client Service Agent Resume Examples & Samples

Receive phone calls and walk-in clients
Answer questions, process and resolve customer service requests and problems
Order and process new business, renewals and changes, including updating the computer system
Assist in completing applications and marketing
Maintain proper documentation on coverages and exceptions
Maintain customer files on both paper and computer, according to procedure
Keep manuals up-to-date
Obtain expiration dates for policies not written by us to follow up and quote
Monitor all expirations and be sure all renewals are processed
Refer other insurance lines to appropriate departments
Review entire account needs when first written
Review accounts at renewal
Prepare proposals and client presentations as required
Due to changing business conditions, management may request that additional duties or functions be assigned to this position
Responsible for some in-house training and mentoring of other Client Service Agents
Grade assignment based primarily upon the individual's high level of experience and production capacity to service a large book of business
High school graduate or equivalent education and related training and holding an insurance designation
Keyboarding/typing skills
Superb interpersonal skills, both verbal and written
Knowledge of BB&T Insurance's automation system or ability to learn quickly

Baird Advisors Client Service Resume Examples & Samples

Client Service
Assist in preparing proposal materials, generating presentations and written communication to financial intermediaries, consultants and institutional clients
Plan and coordinate meetings or presentations for Baird Advisors personnel and our clients or prospects
Assist with timely completion of quarterly and annual information requests from consultants, clients and financial intermediaries. Requests include completion of firm and product updates, and the coordination of responses to Request for Proposals (RFPs)
Assist with creating value added pieces and the ability to answer technical questions from financial intermediaries, consultants and clients
Assist with entering information into the CRM and the generation of reports from the CRM
Utilize software (Morningstar, PSN, Celera Sales Reporting, Salesforce, Meridian IQ) proficiently to produce deadline sensitive and accurate correspondence, proposals, presentations and reports
Edit and proof materials for proper grammar, spelling, punctuation and statistical accuracy
Internal Wholesaling
Document calling efforts, organize prospecting lists, and participate in weekly sales reviews
Assist in the identification and qualifying of prospects
Research and assist in the creation of rich marketing content, including whitepapers and industry specific information
Organize selling agreements and have the capacity to assist with technical questions from financial intermediaries
Organize and complete lengthy RFPs for each new opportunity
Work closely with investment personnel to learn the products in detail
Ability to develop deep relationships with intermediaries, consultants and institutional clients
Manage and utilize software proficiently to produce deadline sensitive and accurate correspondence, proposals, presentations and reports
Strong interpersonal communication skills, both oral and written with the ability to take complex issues and distill them to key points. A high level of professionalism is mandatory
Strong organizational skills and the ability to work in a team environment. Detail-oriented individual with ability to handle multiple tasks simultaneously
Bachelor’s degree and 3+ years’ experience in a sales, client services or marketing role. Experience with a financial services firm, investments-related firm or an asset management firm is strongly preferred
Knowledge of fixed income markets preferred
Strong PC skills and proficiency with Microsoft Word and Excel and a desired emphasis on advanced PowerPoint or publishing software capabilities
Series 7 and 66 licensed or willingness to completed required licensing within 90 days

Cib-client Service Account Specialist Resume Examples & Samples

Managing client relationships and ensuring their satisfaction
Manage the governance process for the assigned book of business including service, performance metrics, regulatory requirements, risk & controls
Executing strategic Client Service business goals*
Manage a governance process of service disciplines, with agreed service standards, managing against core needs, delivery against committed services, proactive management to identify trends, issues and opportunities to improve service levels
Conduct/participate in regular service reviews
Escalate issues to senior management
Helps navigate the firm on behalf of the Client
Gathers intelligence on the client and disseminates internally
Oversight and coordination of Client Change Management agenda
Provide input to the design of new client solutions
Maintains strong client relationships which can be referenced and lead to an increased share of wallet
Provide input for key projects in the region
Responsible for managing operational risk through effective monitoring and resolution of risk metrics
Proactively managing global tax documentation for the assigned book of business
Managing all internal reporting requirements on a timely basis
Manage client discussions and in person meetings
Participating in assigned new business presentations
Client Services as a whole is also undergoing an end to end model review – this role will allow the successful candidate to be involved in driving forward improved processes that will result in a significant improvement for our clients
Outstanding client management skills (preferably 10+ years) and direct experience in dealing with this client segment
BA (or equivalent)
Deep product and operating knowledge across Markets, Fund Admin, Financial Reporting, general operations and technology
Demonstrated ability to work collaboratively and develop strong partnerships
Willingness to challenge the status quo and drive better outcomes for our clients
Strong program management skills

Customer Professional Client Service Resume Examples & Samples

Well developed telephone etiquette and excellent verbal communication skills
The ability to learn quickly and retain information while demonstrating solid decision making abilities
Navigate multiple computer screens and software applications while interacting with customers
Ability to adapt to new technologies
Candidate must display proven experience in these areas
Effective time management and problem solving skills
Work independently and exercise judgment, logic, integrity and initiative
Work exposure to situations such as those that occur in a high volume call center which includes the ability to maintain composure in a high production and changing environment
Product-specific Insurance industry experience preferred

Client Service Agent Resume Examples & Samples

Address and resolve client questions and issues
Receive phone calls and walk in clients
Maintain customer files according to procedures
Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style
Invoice premiums and assists with follow up on accounts receivables issues according to BB&T procedures
Support service and production team in reaching overall agency revenue and retention goals
Keep manuals and carrier information up to date and retains knowledge of carrier and industry updates
Maintain renewal process and meets deadlines
Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards
Learn and masters tools used for new client development and retention
Assist with all aspects of marketing as needed
Take report and monitor claims (if applicable)
High school graduate or equivalent education or industry related training
Proficient in PC office products such as Word, Excel and Microsoft Outlook Is proficient in utilizing resources and software to generate reports and/or other requested information
Act with responsiveness, urgency and professionalism in all matters
Accept accountability for the quality of their work
Is proficient in BB&T Policies & Procedure

Analyst, Client Service Resume Examples & Samples

The Analyst will review, validate and confirm the documents are in good order and imaged in accordance to the state’s procedures
Ensure the account coding and service set ups are complete and accurate based on client and internal documentation provided. Research any issues on the account opening process and follow up with corrective action
Monitor the turnaround time on all assigned activity. Communicate with various partners groups to ensure tasks and assignments are processed within the standards – established in the business units’ Service Level Agreement (SLA)
Establish a strong working relationship with client servicing and other internal partner groups to ensure a positive experience for our clients
Ensure that all required client documentation received is processed and imaged according to internal and audit guidelines for domestic and global accounts
The individual will emerge as an expert and represent CAS on cross functional processes or project deliverables, but primarily focused on the account review process. Resolution of complex events where expertise is required to interpret documents, guidelines and/or processes
May have direct interaction with committees and/or Senior Management as a key subject matter expert
Provide coaching and continuous training for existing and new members. As needed, provide productivity and quality tracking stats to management

Director Client Service Model Eu Resume Examples & Samples

Deliver a globally consistent Self Service Model across EU/APAC
Develop a clear Model that creates value for clients and the enterprise
Establish the change management project using a collaborative approach with other RBC I&TS functions to get to the target model for mid-market and coverage
Establishment of work streams & organising them to establish the current v future service models
Implementation of required technology with IT
Development of migration plans for existing customers
Ownership of pilot tests, results and roll-out to the business and customers

Client Service Agent Resume Examples & Samples

Demonstrate knowledge to order and process new business, renewals and changes, understanding the coverage's associated with the account and the impact of the insurance program
Build and maintain relationships across geographic (including international), function and business unit
Preparation of client and prospect documentation with clarity and brevity
Is proficient in BB&T Policies & Procedures
AAIA, CISR, or ACSR designation

Client Service Senior Representative Resume Examples & Samples

Answer service calls professionally
Complete call logs
Provide detailed and timely follow-up with the field as necessary
Respond to e-mail inquiries
Make call outs to research escalated items as required
Review and analyze processed data by our TCS support team
Identify potential trends
Implement resolution plans to improve the efficiency of processing
Respond to service portals
Knowledge of customer service principles and practices
Good data entry/keyboard skills
Bachelors Degree and/or related experience

Gwm Private Bank Client Service Account Opening Specialist Resume Examples & Samples

Strong understanding and experienced with Microsoft Suite applications
Ability to get up to speed quickly with new or unfamiliar subject matter
Strong knowledge of quality control techniques/procedures
Provide backup and coverage for other team members

Cib Investor Services Custody & Fund Services Client Service Resume Examples & Samples

Lead a team of regional CSMs aligned to this client
Managing the day to day client relationship 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 the client
Define and manage the governance process for the client and across the regions, including service, performance metrics, regulatory requirements, risk & controls
Executing against the Client Service strategic agenda
Maintain a comprehensive understanding of market, vendor and regulatory implications to effectively advise clients of the implications to their operating environment
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
Conduct/participate in regular service reviews
Senior escalation point for Client and Middle Office teams for BAU issues
Helps navigate the firm on behalf of the Client
Gathers intelligence on the client and disseminates internally
Seeks opportunities and responds to initiatives to improve service levels and improved efficiency for the business and the client
Oversight and coordination of Client Change Management agenda
Provide input to design of new client solutions
Maintains strong client relationships which can be referenced and lead to an increased share of wallet
Key stakeholder and/or execution lead for key projects in the region
Responsible for managing operational risk through effective monitoring and resolution of risk metrics
Driving efficiencies and productivity across the function
Outstanding client management skills (preferably 10+ years) and direct experience in dealing with this client segment
BA (or equivalent), MBA or CPA desired
Leadership: Demonstrated track record in managing a team and driving a high performance culture
Strong executive presence, strategic thinking and influencing skills (both within JPMorgan and influencing the client)
Deep product and operating knowledge across Markets, Fund Admin, Financial Reporting, general operations and technology
Ability to deal with conflict
Willingness to challenge the status quo and drive better outcomes for our clients
Proficiency in change and process management
Strong programme management skills
Strong organizational, project management and planning skill sets
Compliance mindset 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

Summer Intern Fund of Hedge Funds Client Service Resume Examples & Samples

Assist in monthly and quarterly reporting effort to investors (monthly performance estimates, monthly fact cards and investor letter, quarterly commentary, monthly and quarterly custom/special reports, Schedule K-1s and periodic memorandums)
Assist in researching reporting questions posed by investors
Assist in the creation, updating and enhancement of presentations to Boards of Directors, investors and prospects
Provide thoughts on how to increase the automation of our current reporting process
Perform additional responsibilities as assigned

Client Service Center Department Manager Wealth Management Operations Resume Examples & Samples

Financials: Actual vs. Plan, Run Rate, Risks/Opportunities, Normalizing Results
Efficiency: Unit Costing, Capacity Planning
Quality: Service Level Standards, Continuous Reporting, Regulatory Controls
Project Management: Governance, Accountability, Financial Discipline
Oversight: Audit/Compliance, Legal and Regulatory Preparedness
Manpower Management: Performance and Compensation Management, Staffing

Institutional Sales / Client Service Support Resume Examples & Samples

Understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed income
Experience providing support to clients and/or sales reps
Strong verbal and written communication skills to accommodate sales & client inquiries
FINRA Series 7 or ability & desire to obtain licenses
Some experience with new account documentation and/or counter-party agreements

Customer Professional Client Service Resume Examples & Samples

Serves as first customer point of contact regarding routine service issues, assist in troubleshooting issues, and enter service requests into appropriate systems for resolution by appropriate service partners. Ensure that all pertinent information is gathered and accurately entered to ensure prompt resolution. Receives guidance from Coaches on a frequent basis to process these requests
For those individuals meeting and exceeding expectations, a Client Service Career Progression Matrix is available to assist individuals in developing towards an Associate Care Professional, Technical Supervisor or Team Leader
Shift Hours range between
10am-8pm Monday through Friday
7am-7pm Every other Saturday
Auto, Home and Umbrella insurance industry knowledge and/or experience preferred

Fx Client Service Team Resume Examples & Samples

The ideal candidate will possess Foreign Exchange experience and will support our aim of providing superior client service at all times
Knowledge of cash settlements processes is required, with knowledge of foreign exchange preferred
Experience in supporting corporate clients, hedge funds and money managers preferential
Superior Client Service skill set
Client Relationship Management Skills
Ability to work under pressure in a time sensitive and deadline driven environment
Working knowledge of Microsoft Word, Excel and Access
Knowledge of FX Cash, Options (vanilla and exotic) and NDF products
Experience with any of the following systems would be beneficial - FXAll, Misys, GTSS, SWIFT and CLS
Confirmations or previous client service experience
Experience in client service of Hedge Funds/Proprietary trading Firms

Equity Client Service Team Resume Examples & Samples

Excellent communication skills and the ability to interact with colleagues at all levels
Prioritisation and time management skills
Problem solving through initiative and tenacity

Foreign Exchange Client Service Group Associate Institutional Securities Group Product Operations Resume Examples & Samples

Exception management validation of risk vs client affirmation
Strong client interaction
Strong Risk Awareness and the ability to learn quickly and to understand and navigate new systems and processes to ensure guardianship is maintained. Should be able to leverage this attribute across other members of the team
Mature and professional individual with excellent oral, written and interpersonal communication skills who?s able to communicate at all levels

Technical Coordinator, Client Service Resume Examples & Samples

Responsible for maintaining and sustaining IM relationships, delivery of daily service, managing operational risk, interfacing with internal partner areas to address issues, assisting with the implementation of process improvements
Extensive knowledge of trust, asset management, custody or other relevant financial services industry operations is required to manage the overall daily service delivery
Skills in negotiation, delegation, leadership, client service, risk management, organizational and problem solving are required
Possesses advanced analytical and problem-solving skills
Uses significant judgment and makes independent decisions
Effective communication skills; strong writing ability and may engage in IM presentations
Pursues self –development; may be a subject matter expert
Working knowledge of Fundmaster, IMS, Lotus Notes, Passport Reporting and Sherlock, and TLM UK and US preferred
Focus on resolution of complex transactions where expertise is required to interpret policies, guidelines, and/or processes
Research and analyze complex IM/client inquiries. Facilitate solutions, ensuring operational excellence
Ensure staff is trained and updated on new or existing products and services
Work closely with partner areas to ensure smooth service delivery and actively participate in projects that improve IM satisfaction or efficiency
Provide input into performance management and career development processes and staffing and disciplinary actions

Listed Derivatives Client Service Group Institutional Securities Group Product Operations Resume Examples & Samples

Dynamic self-starter with the ability to work independently as well as be a solid team player
Strong operational background with emphasis on risk management and process improvement
Managing client relationships on a day-to-day basis providing service to internal as well as external clients

Client Service Bookkeeper Resume Examples & Samples

Process accounts payable and receivables
High School Diploma or GED required along with 3 years of accounting experience. Bachelor’s degree preferred
Proficient use of applicable technology

Prime Finance Middle Office Client Service Resume Examples & Samples

Computer literate - Ability to quickly grasp several in house systems including Microsoft office applications
Communication – Strong communication and diplomacy skills to communicate effectively across the organization
Problem solving - Resolve complex problems where the analysis of situations or data requires an in-depth evaluation of basic procedures and industry standards
Diverse - demonstrate an appreciation of a diverse workforce by using differences to add value to decisions or actions for organisational success

Foreign Exchange Client Service Group Associate Resume Examples & Samples

Trade Capture and Trade Affirmation
Reconciliation, documentation and settlement of proprietary and liquidity transactions
Exception management validation of risk vs client affirmation
Strong client interaction
Interaction with Trading and Sales
Strong Risk Awareness and the ability to learn quickly and to understand and navigate new systems and processes to ensure guardianship is maintained. Should be able to leverage this attribute across other members of the team
A solid understanding of the process and risks associated with the affirmation, confirmation and settlement
Good knowledge of ISDA Definitions and the FX market/product suite as well as great accuracy and attention to detail are essential
Good IT skills with proficiency in Microsoft Word/Excel and the ability to understand and negotiate new systems quickly
Ability to consider the impact of own and others actions on other teams/departments involved in the front-to-back confirmations process. Ability to push back on inappropriate requests
Ability to multitask and prioritize workload in a high intensity environment
Mature and professional individual with excellent oral, written and interpersonal communication skills who?s able to communicate at all levels
Teamwork is of great importance where sharing information is key to achieving the team objectives
Should be able to train and supervise junior members of the team or outsourced consultants and work with their Manager to ensure they are effectively managed. Ability to assist in managing the daily workload within the team

Senior Client Service Professional Corporate Client Banking Resume Examples & Samples

Typically a minimum of three years or the equivalent, customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or financial service industry
An advanced knowledge of Chase Middle Market and other key operating areas within the Bank
A demonstrated ability to work independently in a problem solving capacity, couple with a willingness to multi-task

Financing Operations Repo Client Service Group Resume Examples & Samples

Work towards understanding all market specifics covered by team (European, US and Asia) - and be able to provide market coverage
Day-to-day & long-term development of staff e.g. performing 1-1's, appraisals
Manage and develop the CSG risk framework
Assist with recruitment decisions (as and when)
Point of contact for any performance issues, manage service levels and client satisfaction
Strategise and execute work processes to mitigate market exposure
Ensure adherence to external regulatory requirements
Daily and weekly reporting to senior management on un-affirmed and fail volumes
Verification and approval of SAFE missions
Financial Operational knowledge or people management experience
Desire to manage team and get involved in the detail of their roles
Proven experience of developing and maintaining an external network
Flexibility with regards to hours worked
Ability to add to and work well as part of a team
Experience of client service provision in a fast-paced environment
Ability to establish and build effective working relationships with local and global colleagues
Aptitude for learning new systems and processes quickly

CIB Treasury Services Regional FI Client Service Lead VP Resume Examples & Samples

Manage & Lead a team of “In country” Client Service Account Managers (CSAM’s) responsible for providing market leading client service in support of the Treasury Services product suite for our FI clients based in the META + Emerging Europe region. Be outward facing, know the competition and drive feedback to the business
Remote + Local management of up to 15 Client Service Account Managers to include full management responsibilities (Objective + Development Setting, Monthly 1-1’s, Interim and Annual Appraisal delivery, Calibration, Recruitment, Performance Management + Financial / Expense control)...Retain and Develop staff ensuring morale is high whilst maintaining a robust pipeline of staff who could move into Client Service roles
Partner internally to build out and develop hub locations (Bournemouth + Manila)
Constantly review activities, drive for proactive value-added and migrate operational tasks to hub locations
Structure and lead monthly business reviews
Assist the CSAM’s in proactively identifying opportunities to work with the client to improve quality and efficiency positioning the benefits of these initiatives to maximise engagement
Co-ordinate internally to eliminate or minimise client impacts partnering with Sales, Product, Operations and Technology to maintain focus and drive positive outcomes
Deepen the regions product knowledge to build further understanding of the technology and operational activity that underpins product delivery and proactively identify potential impacts to clients when this service is interrupted
Manage Change Readiness potential impacts and communications including evaluating the effect of JPM enhancements to products, services and technology as they relate to our clients business. Positively position the benefit of these changes on their business and work closely with the client and the relevant internal parties to ensure client readiness where required
Support all CSAMs providing holistic advice and insight, share best practice and coach to stretch service performance standards
Lead the team/region from a Risk & controls perspective to include ensuring that all mandatory training is completed in full ahead of deadlines, document all policies and procedures in full. Track all client compliments and complaints and fully participate in the regular risk forums. Escalate appropriately and effectively. Oversee the regions overdrafts to ensure timely follow up on all aged items
Take ownership for problems and escalate to ensure timely resolution whilst leading internally through to resolution. Manage expectations both externally and internally
Co-ordinate, control and influence activities within Product to realise desired outcome for clients
Partner with TS Sales and the Global Corporate Bank to achieve revenue growth plan for the cluster
Formulate and deliver communications to both internal and external parties, observing approval protocol where required, e.g. Relationship, Marketing and Compliance
Deliver & present a succinct and complete regional Monthly Business Review to the senior management team on a monthly basis
Own the regional CSAM Targets, Metrics & Objectives ensuring we are globally focused with regards to performance
Strong Proven People Management skills
Remote Management experience
Flexible approach with regards to hours – working across timelines, cultures and working weeks
Ability to assess “big picture” in complex situations , identifying what is critical
Demonstrate Leadership and Ownership skills and be comfortable interacting at all levels internally and externally
Sound awareness of risk issues and knowledge of international cash management business
Good presentation skills (Pitch pro)
Knowledge of Global Risk and Compliance policies as well as regional regulations that impact the global relationship
Drive for innovation
Excellent interpersonal skills coupled with an ability to use sound judgement to prioritise and act with a 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
Ability to adapt to changing priorities
Keen willingness to travel, sometimes at short notice
Excellent communication (both written and verbal)
Ability to work under pressure, prioritise appropriately, meet tight deadlines and juggle multiple demands simultaneously

FX / Prime Brokerage Client Service Team Resume Examples & Samples

Manage daily trade flow of instruments including FX spot, FX forward, NDF, Vanilla & Exotic Options and Precious Metals
Monitor credit and risk exposures of FXPB clients - Assist in the client on-boarding process
Work with other Operations teams to ensure all post-trade processes are in order
Respond to and resolve client inquiries in a timely manner
Establish and maintain relationships with high-profile clients

FX / Prime Brokerage Client Service Team Resume Examples & Samples

Monitor credit and risk exposures of FXPB clients
Assist in the client on-boarding process
Experience in client service of Hedge Funds/Proprietary trading Firms (preferred)
Previous foreign exchange prime brokerage experience and knowledge of Traiana/Harmony (preferred)
Understanding of the front-to-back transaction life cycle (from trade execution to settlement and post-settlement)
A good understanding of operational risk
Ability to adapt to a constantly changing environment and manage relationships across many groups within the firm
Ability to interact confidently with senior management and clients
A passion for delivering excellent client service

Client Service Center Night Shift Section Manager Resume Examples & Samples

Oversees the activities of Morgan Stanley Service Professionals (SPs) and supports the successful achievement of the organizations goals
Primary focus is ensuring SPs are accountable for meeting the organizations performance expectations, with a focus on service quality and efficiency
Provides on-going performance management of Service Professionals, including formal performance evaluations and career development
Creates effective development plans and delivers feedback using methods tailored to each Service Professional to maintain performance standards and foster an environment of continued improvement and skills development across a diverse workforce
Monitors calls and reviews other work product (or receives feedback from Quality Professional) to ensure that firm policy is upheld and industry and compliance regulations are met
Must be able to handle escalated internal and external client inquiries
Supports management in new product training and orientation and participates in the recruiting and hiring of new Service Professionals
The Client Reporting Section Manager will also work closely with Performance Reporting Operations to ensure the team is trained and aware of current policy and procedure and prepared to support ongoing changes to the platform
The successful candidate will possess strong leadership and relationship management skills
Highly motivated professional with problem solving ability, and personal accountability
Excellent and efficient communication (written and oral), and listening skills
Ability to learn quickly and apply knowledge to various situations
Solid understanding of investment performance measurement statistics and processes
The ability to train, supervise, and motivate staff members

Representative, Client Service Resume Examples & Samples

New and existing consulting support – obtain and validate required legal documentation to open/close centrally managed (Muni, SMA, TAE, etc.) accounts. Initiates and coordinates all operational duties associated with a new or terminated trust account
Ensure that all required client documentation received is processed and imaged according to internal and audit guidelines for domestic and global accounts
Ensure the account coding and service set ups are complete and accurate based on client and internal documentation provided. Research any issues on the account opening process and follow up with corrective action
Monitor the turnaround time on all assigned activity. Communicate with various partners groups to ensure tasks and assignments are processed within the standards – established in the business units’ Service Level Agreement (SLA)

Analyst, Client Service Resume Examples & Samples

Solid organizational, time management and multitask functions in order to manage workflow and conflicting priorities
Effective customer servicing skills
Strong analytical skills -ability to resolve complex situations
Security understanding and security processing background
Closely review instructions provided in ERM cases to ensure the investment events are processed accurately, efficiently and routed to necessary resolver group for execution
Act on Rebalance/Restructure investment allocation request and process trade activity
Execute asset shopping directives from internal partner groups and external Investment Managers
Initiate investment manager notifications as required and partner with Investment Manager to raise cash or invest additional contributions
Coordinate manager termination requests
Coordinate tax harvesting requests
Provide alternative asset support
Process miscellaneous trading requests as directed
Bachelor’s degree in business related field or the equivalent years of related experience in financial services

ID Management & Client Service Resume Examples & Samples

Evaluate and mitigate risk related to contingent worker access to JPMC physical and electronic environments by ensuring appropriate controls are in place and access approvals to JPMC premises and systems are compliant with applicable JPMC Global Policies, coordinating with GS&I to secure screening confirmation, determining which referrals require additional follow up and collaborating with Anti Corruption counterparts to obtain the information and complete the review; publish standard confirmations to sponsor/vendors regarding SIDs that have been created and rules on provisioning
Work with Vendors and JPMC Sponsors to ensure data around individual identities is properly established and remains accurate by evaluating individual contingent worker reinstatement requests to determine whether contingent worker engagements through particular vendors are appropriate based on function and region and partial information submissions are not made in an attempt to circumvent controls, etc
Ensure that appropriate audit trail for business and regulatory requirements are created and maintained, with determinations being made based on assessment of risk associated with nature/scope of contingent worker engagements; determine when alternate processes to usual onboarding procedure should be employed or exceptions to the access guidelines should be made and devise such processes as appropriate
Provide guidance to Supplier Contacts on appropriate handling of Access Requests with an eye toward minimizing risk in relation to the secure chain of custody of Contingent Worker PI and determine the appropriateness of the individuals with visibility to the PI based upon their role’s need, where deemed inappropriate, terminate visibility and remediate
Regularly support and foster open consistent communication between Supplier contact and Assignment Sponsor around the engagement of Contingent Workers
Help surface Access Roles that have yet to be identified, propose definition and provide recommendations for necessary controls, act as key participant to drive the development of procedures
Maturity of this role is intended to evolve into Supplier Relationship Manager type responsibilities such as the evaluation and assessment of contracts for appropriateness of the service in question, proper funding and extensions, evaluate global relationship for performance improvement with regard to recruiting and onboarding adherence
Strong written and verbal communication skills & Knowledge
PC literate (Microsoft Word, Excel, PowerPoint, Notes, People Soft) and other applicable toolsets
Effective at maintaining and building effective relationships with clients of all levels
Strong customer service skills and able to handle & resolve Contingent Workforce data related issues
Able to maintain a high degree of confidentiality
Work collaboratively with global team members and productively in virtual team environment
Ability to work independently and be self directed
Strong technical skills. Ability to learn new systems and multi-task between multiple systems
Pays close attention to detail to produce accurate and high-quality reports/materials

Client Service Fund Manager Resume Examples & Samples

4+ years of Private Equity experience
Understanding of Fund structures and Fund Accounting
Experience working in Alternative Fund Accounting
Prior experience working at a Private Equity Fund or Private Equity Administrator
Working knowledge of Investran or Geneva

Fund Linked Products Financing Client Service Resume Examples & Samples

Reconciling client portfolio collateral information vs the FLP internal data management system
Weekly updating and monitoring of existing client portfolios in the haircut models to assess risk/lending ability
Provide post-trade support to clients in relation to advances, repayments, transfers, monthly valuation statements etc
Review and approve daily trading in accordance with the account control agreement governing collateral
Begin to build and maintain relationships with both the client and their various service providers
Assist in drafting deal sheets and proposals for terms of new trades
Assist in necessary KYC and compliance set up of clients
Coordinate between Data Management and Due Diligence to ensure portfolios are up to date and reviewed
Discuss trade and risk analysis with Credit department

Client Service Credit Coordinator Resume Examples & Samples

Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer
Demonstrate an excellent working knowledge of post approval credit policy and workflows plus displays problem solving and sound judgment
Completion of training courses in credit policy and BLC workflows through a bank sponsored training program or other related course work

Cib-etf Client Service Manager VP-boston Resume Examples & Samples

Primary contact and advisor for clients on all service-related matters
Support Relationship/Sales Managers in improving / retaining client relationships, and driving additional sales opportunities
Maintain strategic understanding of Client’s operating model
Skills Needed
10+ years of financial services experience with client servicing and/or client relationship management, preferably in the ETF space
Strong executive presence, strategic thinking and influencing skills (both within JPMorgan and influencing the client)
Compliance mindset 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

Global Command Center Client Service Agent Resume Examples & Samples

Field inbound telephone calls for the Global Command Center and gather information regarding client needs and requests
Provide updates on open or resolved incidents as needed utilizing ServiceNow incident ticketing system
Follow written scripts for opening new incident records for client reported issues that do not have an existing ticket
Update existing incidents based on information provided by internal clients, technical support teams or third party vendors and advise GCC platform technicians of update
Utilize Call Management Software to determine which technicians are available and perform call transfer for incidents requiring technical action
Bi-lingual in English and Spanish
Additional language skill in Portuguese preferred, but not required
Strong telephone communication skills
Experience with or ability to learn Windows based software such MS Office and Microsoft Lync communicator and Avaya CMS
Experience with or ability to learn web based software such as Service Now and Sharepoint
Ability to document customer needs and requests clearly and concisely

Representative, Client Service Resume Examples & Samples

Document client call including the initial inquiry and research or resolution of the issue. Route issues to the appropriate department when follow up is needed. Take ownership of any pending issue until completion, including making outbound calls to client to provide status updates
Recommend products and services to add value to the client relationship
Keep abreast of new and existing bank products and services
Meet personal statistical targets for quality and efficiency enabling the team to meet service level commitments
Identify potential problem situations, trends, and improvement opportunities. Recommend enhancements for client, products, or services based on inquiries and feedback received
Apply feedback from monthly 1-1 meetings to continuously improve performance
Participate in annual compliance course training and monthly staff meetings

Cib-client Service Mgr-account Management Resume Examples & Samples

Eliminate exceptional and manual processes
Record client interactions in CSX (e.g. calls, issues, proactive communications etc)
Participate in risk reviews to ensure the procedures outline all activities that are associated to a request are properly documented
A full working knowledge of NYDDA, MCAS, FTS, PRPC & TLM would be an advantage
An understanding of Treasury Services products, processes and risk policies would be advantageous
Demonstrates the ability to manage multiple tasks and prioritize with minimal supervision
Keen on identifying risks and proactively suggest controls
Act with a high sense of urgency and integrity
Work effectively with a team and self sufficient
Ability to develop and mobilize internal networks and resources
Good excel and PC skills are required and knowledge of Access would be advantageous
At least a Meets rating for YE 2014 and MY 2015
No active corrective action (Written Warning up)
At least 1 year in the current role

Digital Client Service Manager Resume Examples & Samples

2+ years of related work experience, including Advertising Agency Account Management, Media Planning, Internet Marketing, or related experience
Experience in management of Creative Development for Online Media campaigns
Background in Internet and Online Media
Comfort with DoubleClick / DART / Ad serving as well as rich media vendors Pointroll, etc
Proven Client Management / Partnership experience
Project Management and Analytical experience
Microsoft Office/Suite proficient (Excel, PowerPoint, etc.)
Familiarity with Online Ad buying models and measurement

Cash Managent Commercia Card Client Service Resume Examples & Samples

Respond to commercial card client inquiries regarding commercial card programs via inbound channels (phone, email, and fax) following departmental policies and procedures
Complete maintenance requests received via inbound channels from clients as well as requests from internal business partners (e.g. Commercial Card Account Managers, Commercial Card Implementation Specialists, etc.) following departmental policies and procedures; escalate requests if outside authority level
Training preferred
Highly client-focused and can view internal processes from client-centric viewpoint

CIB Depositary Receipts Client Service Manager Resume Examples & Samples

Working in conjunction with lead RM’s and regional management to provide solutions to the ADR issuer clients
Advising clients on the activity in their depositary receipt program
Participate in account planning sessions and be responsible for some level of execution
Providing assistance and clarification to the client base with regards to the dividend payment process, annual general meetings, proxy voting and other such corporate actions
“Translation” of local market corporate events in order to advise our clients as to their impact on the depositary receipt program
Liaison with the relevant stock exchanges and communication of exchange listing requirements
Manage the documentation process and execution of transactions to facilitate Employee Share Awards
Assistance in the proactive flow of information between the client and their investors
Provision of monthly client program & financial reporting
Experience of equities in the Pan-Asian market and the US, resulting in an understanding of settlement, corporate actions & global custody
Hands-on approach with a critical eye for detail
Strong due diligence and integrity
Self motivated, proactive with a strong desire to learn and succeed
Demonstrated ability to work within tight time-frames with minimum errors
Strong prioritisation and organisational skills
A proactive, professional and innovative attitude
Strong PC based skills (Excel, Word, PowerPoint etc)
A team approach to working
Ad-hoc intercontinental travel would be required

Client Service Europe Hub Manager Resume Examples & Samples

3 years+ experience in luxury or in a customer facing environment, in direct handling of customer requests
Management experience: setting goals, individual interviews, team management
Mastering animation techniques: briefings, training, calls monitoring
Ability to plan, organize, anticipate, monitor, adapt and react
Good spirit, ability to challenge oneself, team spirit, willing to be a model. Available and able to teach
Fluent in English. Knowledge of Italian, French or German is a plus

Associate Director, Client Service Manager Resume Examples & Samples

Direct a team of Client Service Managers (MCS) with the ultimate goal to retain and grow our Coverage and Mid-Market clients with an emphasis on addressing service related elements being raised by our clients, or through seeing negative trends in our operational performance standards
Manage assigned client relationships as per the Manager, Client Service mandate
Assist the Director, Client Service with the creation and maintenance of a detailed plan to support the overall country / region client experience as well as monitor individual client plans where improvement/actions are required
Ensure that team members execute on the differentiated service model strategy for Coverage and Mid-Market clients
Deliver a consistent global client service experience, working collaboratively with the local client teams and peers in other geographies
Oversee the VOC collection process and ensure that regular SLRs take place for Coverage clients and that CRM is updated for all clients
Create/use the Voice of Client (client satisfaction) information at a portfolio level to monitor and ensure their team has actions against these and is being proactive in their approach; further aggregating this information to identify trends within our operating/service model, product gaps, etc and advancing these within the organization
Act on escalations from team members regarding complex & cross functional queries, issues and deliverables
For Coverage clients, be introduced to and maintain relationship with main client contacts
Coach MCSs and ensure that they develop a solid knowledge and understanding of; I&TS’s products and services, key operational processes, the standard operating models, assigned client segments trends and regulatory changes
Mentor team members on elevating their client and internal dialogue, improve proactivity, and ongoing understanding of industry/segment trends and regulatory changes/implications
For Mid-Market, responsible for the successful identification and migration of clients into the standard operating model. For new clients, ensure controls exist to maintain client’s conformation to our standard operating model(s)
Act as an escalation point for Mid-Market clients as there is less general engagement from S&D on this client segment
Escalation point for all assigned relationships within the team
Client retention (shared with S&D) – responsible for a portfolio of clients across a segment
Overall client satisfaction of their portfolio/segment - as measured by our operational deliverables and ability to handle client’s new requirements/day to day servicing needs
Ensure escalated client issues are managed by their team effectively and closed in a timely manner
Collect and ensure execution against retention concerns within their portfolio/segment - for items outside of service and requirement issues
Ensure up-sell/cross-sell opportunities are identified and appropriately engage S&D to advance/close
Migrate a portfolio of clients to the standard operating model(s); future requests conform to what is available via the standard model (Mid Market)
Act as a senior escalation point beyond the MCS for RBC I&TS for smaller Mid-Market clients
Maintain Premier Provider Status
University or post-graduate degree (preferred)
Proven people management and leadership experience (to include performance management etc)
Extensive experience in Asset management, Client Relationship and Service Management or equivalent front office position in the financial industry
Proven track record in building and maintaining excellent long term client relationships
Proven track record in understanding client relationships, with an ability to overcome client objections and creating compelling rationale for managing client requests/concerns
Comprehensive knowledge of major market participants
Proven ability to solve problems and deal with ambiguity, often outside the standard business practices
Proven track record to get things done and influence both internal and client organizations
Multilingual –European - English, French, German and/or one additional European language preferred (not essential)
Strong industry/segment and market knowledge
Deep knowledge of the organization
Negotiation
Presentation
Communication verbal & written
Ability to drive action

Senior Representative, Client Service Resume Examples & Samples

Able to adapt to a fast pace environment
Proficient in Quickbooks and Quicken (optional)
Bilingual, fluent in Spanish verbal and written skills (not mandatory)
2 to 3 years of client servicing, banking and/or call center experience

Representative, Client Service Resume Examples & Samples

The applicant must demonstrate an understanding and knowledge of Wealth Management’s Trust and Custody services, Legal Agreement/Entity types, and Account Opening/Setup, usually acquired through formal training or prior experience
Effective communication (verbal and written), attention to detail (accuracy), ability to multi-task and prioritize work, time management and organization skills
Analytical skills are also required to review and resolve exceptions
General knowledge of Northern global markets, tax proxy and other operational processes is preferred
Proficient in Trust Servicing, NAI database, GAMPAO, CDM, Northern Imaging, Passport, Microsoft Excel, Word & PowerPoint are strongly preferred

Listed Derivatives Client Service Group Resume Examples & Samples

Strong client service skills with past Listed Option experience
Knowledge of Listed Options a plus
Strong communication / phone skills
The ability to work under pressure and multi-task
Strong team work
Able to demonstrate clear examples in previous work experience of where processes have been enhanced

Listed Derivatives Client Service Group Resume Examples & Samples

The ideal candidate will have 5+ years of experience to financial industry experience
Knowledge of Listed Derivatives products is beneficial
Knowledge of Margin and Collateral is beneficial
Demonstrate strong commitment to risk control management and maintain a clear focus on enhancing control to continuously improving and reducing operational risk
Maintain good escalation and ability to challenge status quo
Mobilize cross-function teams to resolve issues
Understand regulatory and commercial environment and make changes to processes/procedures accordingly to ensure compliance

Client Service Agent Resume Examples & Samples

Grade assignment based primarily upon the individual's mid level of experience and production capacity to service a medium size book of business
High school graduate or equivalent education and related training and receiving industry training by working toward an insurance designation
Excellent interpersonal skills, both verbal and written
Due to changing business conditions, management may request that additional duties

Analyst, Client Service Resume Examples & Samples

Closely review instructions provided in eRM cases to ensure the investment events are processed accurately, efficiently and routed to the necessary resolver group for execution
Initiate investment manager notifications as required and partner with investment managers and product groups (NTSI, MAG, trading team, etc.) to raise cash or invest additional contributions
Perform peer reviews to confirm instructions prior to submission of the notification
Monitor the turnaround time on all assigned activity. Communicate with various partner groups to ensure tasks and assignments are processed within the established Service Level Standards (SLAs)
As needed, provide productivity and quality tracking stats to management

Client Service & Transaction Management Specialist Resume Examples & Samples

Review and action inquiries from Clients and Front Office
Resolve any unmatched trades with clients
Interact with Operations and Clients to resolve trade issues
Ensure accuracy of trade capture and trade lifecycle events for Derivatives transactions
Provide daily/weekly/monthly reporting as necessary
Maintain the HSBC Group FIM standards and ensure satisfactory or above audit ratings are achieved
Effectively manage operational risks
Provide ongoing interaction with global Derivatives Client Service groups on and off-shore
Project maintenance
Participate in process improvement initiatives and system development
Responsible for the timely escalation of critical risk issues to Management
Responsible for the reasonable determination of applicable course of action for resolving discrepancies
Minimum of 1 year experience in a client-facing role
Understanding of operational risk and controls
MS Office proficiency is a plus
Knows how to create Management Information (MI) reporting

Senior Client Service Agent, Commercial Lines Resume Examples & Samples

Receive phone calls and walk-in clients
Answer questions, process and resolve customer service requests and problems
Order and process new business, renewals and changes, including updating the computer system
Assist in completing applications and marketing
Maintain proper documentation on coverages and exceptions
Maintain customer files on both paper and computer, according to procedure
Keep manuals up-to-date
Obtain expiration dates for policies not written by us to follow up and quote
Monitor all expirations and be sure all renewals are processed
Refer other insurance lines to appropriate departments
Review entire account needs when first written
Review accounts at renewal
Prepare proposals and client presentations as required
Due to changing business conditions, management may request that additional duties or functions be assigned to this position
Responsible for some in-house training and mentoring of other Client Service Agents
Grade assignment based primarily upon the individual's high level of experience and production capacity to service a large book of business
High school graduate or equivalent education and related training and holding an insurance designation
Must have state issued agent's license
Keyboarding/typing skills
Superb interpersonal skills, both verbal and written
Knowledge of BB&T Insurance's automation system or ability to learn quickly

Head of Client Service Support Resume Examples & Samples

HSBC Global Payments and Cash Management formally established as a global functional business in 1997, serves as a core service to CIB and CMB customers
Client demand is increasingly focused on a complete bought solution, in which a post-sales client service, is being seen an integral and important component of the solution. Hence, a consistent delivery of a top quality and market leading customer service proposition, across the region and globally, is essential for the success in retaining client loyalty and forestalling client defection. In order to advance the service proposition, a regional change driver role must also be taken up to ensure all Client Service teams in the region all aligned for the same standard of service delivery
Aligning with Group strategy, creating synergy with other country teams, and closely interacting with various internal (RMs, OSS, Operations, Legal, Tax, etc) and external (customers), global, regional and local stakeholders are important activities to be successful in the role
While in the process of delivering to meet customers’ expectations, the person is required to ensure that the team operates within the parameters established by external regulators in the region, and is also subject to internal Group parameters. Therefore, a broad knowledge of the business environment and the banking and regulatory framework in Asia, as well as a strong working knowledge of HSBC's operations, systems, products and services in the region is required

IT Systems Analyst Client Service Resume Examples & Samples

Create and maintain epics and user stories as required by project teams
Design integrations between disparate systems
Telerik Development suite is a plus
Business process management is a plus
Report writing is a plus
1-5 years of Systems Analysis is a plus

Client Service Center Service Professional Resume Examples & Samples

Candidates must have a 4-year degree (preferably in finance) OR financial services (banking) experience. (Note: candidates with only customer service experience, even if in the financial services industry, may not be considered for interview)
Candidates must have flexibility in work hours (call center hours are 7 days/week, 7a-11p)
Candidates must not have any scheduled time off during the training period (period of 8-9 weeks from start date)
Bilingual candidates a plus! (Bilingual candidates must be fluent in BOTH English and Spanish)

Account Manager Prime Client Service Resume Examples & Samples

Day to day coverage of hedge funds through prime services function
Working in tandem with capital introduction professionals and sales staff
Covering institutional clients by representing the full suite of UBS Prime Services product offerings (e.g. Equity Swaps)
Developing and managing relationships with hedge fund staff (including PMs, traders and operational staff)
Supporting efforts and initiatives aimed at deepening UBS prime services coverage
Strong knowledge of broker/dealer, asset management and hedge fund landscape and products
Experience managing institutional relationships
Stellar communication skills
Commercial in approach to clients and investors
An MBA or similar graduate degree is an advantage, as is a CFA or CAIA designation, but not a requirement
Series 7, 63 is an advantage
LI-OS1

Client Service Resume Examples & Samples

Finance background is required, either as a major or minor focus of the degree
Understanding of (or experience in) investment fund performance reporting
Experience with RFPs, RFI’s or questionnaires, or experience in proposal or grant writing, or similar skill set is strongly encouraged
At least four years of experience in a related field
At least a small degree of understanding of the private markets (private equity and private real assets investments)
Outstanding written and oral communication skills
High proficiency in Salesforce and Microsoft Office, particularly Excel and PowerPoint
Ability to work independently and efficiently in a fast-paced environment, with special attention to accuracy and detail
Must be willing to take direction and project assignments from multiple individuals and juggle multiple tasks, while ensuring deadlines are met and manager is kept apprised of all assignments
Good communication skills both written and verbal. Ability to interact in a professional and businesslike manner with colleagues and clients in person, as well as phone and email
Ideal candidate will be self-motivated, have excellent problem solving skills, and the ability to work efficiently. Strong desire to work in a client service role
Comfort working with and managing client relationships in multiple time zones
Solid quantitative and analytical skills
Must possess advanced Excel and PowerPoint skills

Private Bank-client Service Resume Examples & Samples

Assist the bankers in arranging credit facilities for their clients
Assist the bankers in preparing statements for client meetings and marketing trips
University graduate with 5- 10 years of relevant working experience in a Client Servicing role with Private Banking
Good oral and written communication skills, capable of dealing with clients independently and able to understand client inquiries and problems
Good interpersonal skills to service and maintain client and banker relationships; Possess judgment and discretion in working with highly confidential information
Knowledge of all relevant systems and software packages including e-mail, Outlook, Excel, and other information sources
Good working knowledge of all private banking products and the relevant operational aspects of private banking cash products such as money transfers, loans, time deposits, funds, understanding of the documentation and securities settlement requirements

Portfolio Client Service Team Leader Resume Examples & Samples

Hire and manage a global Portfolio Client Service team
Define and standardize globally an efficient and price-appropriate client implementation process
Focus on our largest and most complex client relationships
Identify strategic opportunities for the product and partner with product managers
Project management and pre-sales proof-of-concept and post sales validation activity
Product advocate to increase usage post implementation and capitalize on new opportunities within our existing clients
Collaborate with Sales to ensure a seamless client experience process

Health & Welfare Client Service Manager Resume Examples & Samples

Oversees and manages the operations of a business unit(s) with overall responsibility for the account (i.e. service delivery, sales, operations, IT, HR, facilities)
Manages the client relationship ensuring customer satisfaction
Has profit and loss responsibility and overall control of planning, staffing, budgeting, managing expense priorities, and recommending and implementing changes to methods for the business unit
Provides budget analysis, labor planning, problem resolution and coordination of activities between client and company personnel
Typically utilizes management skills more than technical skills
These management positions require strong technical, communication and management skills and extensive experience in managing the operations of a business. Additional Job Responsibilities
Must be a Health and Welfare Domain Expert responsible for client-specific subject matter
The candidate will serve as the Client Health Plan subject matter expert, and must be proficient in all client plan rules and administrative practices for service delivery
Coordinate detailed Root Cause analysis and responses to client escalations with leveraged services and platform support partners. Root cause Analysis should include identification of impacted parties, identification of impact, why the event happened, how the immediate issue is resolved, and steps to prevent future occurrences
Validate that all aspects of service delivery are in line with all legal and regulatory requirements. This includes both ongoing operations and change work
Coordinate requests for ad-hoc reporting
Coordinate and prepare reports for client status meetings, including all weekly, monthly, and quarterly business reviews
Review and track all client escalations and defects to identify trends
Identify and monitor trends around volume driven activities in order to make strategic recommendations to client and internal partners for continuous improvement
Design, coordinate, and implement plans for the remediation of negative trends
Maintains close collaboration with internal partners from Shared and Technology areas regarding ongoing delivery and change work
Updates internal partners on client specific changes impacting service delivery
Create, Update, and Maintain inventory of functional client documentation
Monitor SLA and operational dashboards to ensure Service Levels are met and exceeded at all times
Health and Welfare subject matter expert in Plans and Compliance, Call Center work flow experience, Client Service experience, vendor management experience - 8 years’ experience minimum
MS Office (Excel, PowerPoint, Word, Access)
Case Management and Data research experience a plus
Strong interpersonal skills. Clear, concise communicator
Ability to analyze and research an issue and define solution
Responsive, reliable and available to all client and team inquiries Education High School diploma, required Bachelor's degree or above, preferred

Icg-fx Prime Brokerage Client Service Manager Resume Examples & Samples

Respond to client queries and act as a single point of contact for customers
Monitor client and counterparty trade activity against available credit and product limits
Be customer focused and responsive to ensure the highest level of client satisfaction, building and maintaining relationships, looking for new growth opportunities
Be a part of ongoing customer reviews
Be an expert in PB transaction process flow
Partake in client solutions, be that from new sales or existing business
Support the billing process by ensuring Citi is paid in good time
Understand fully how Citi’s margin platforms work as to competently handle client queries
Understand client and business reporting
Be part of any new sales pitches, as required
Compile account management plans
Become a trusted advisor to clients with regards to regulatory changes
Work effectively with other functional areas within and outside of FX
Execute FX transactions with traders on behalf of Prime Brokerage customers
Cover unexpected events by demonstrating flexibility to core working hours
Prior FX and/or FX Prime Brokerage work experience
Knowledge of the Traiana / Harmony / Netlink applications
Understanding of high frequency trading, broker/dealers and hedge fund operations, credit and margin
Client Service
Educated to degree level preferred
Mature and ability to work independently and under pressure
Ability to identify opportunities for growth
Understand market risk and how client behaviour can increase franchise risk
Fluency in Japanese language is a key requirement as the role is responsible to support a fast growing Japan client segment

Prime Finance Middle Office Client Service Resume Examples & Samples

Communication – Ability to articulate clearly and communicate effectively at all levels
Problem solving - Resolve problems where the analysis of situations or data requires an in-depth evaluation of basic procedures and industry standards
Planning and Organising – Ability to work independently and multitask under pressure
Teamwork - the ability to demonstrate interest, skill, and success in getting groups to work together
Leadership – Ability in developing others via coaching and mentoring for effective performance management

100

Client Service Manager, VP Resume Examples & Samples

Own the overall operational client service experience in partnership with the Client Business throughout the client lifecycle
Champion awareness and knowledge sharing of business operations service and functions
Previous exposure to the sales process preferred though not essential

101

Cib-ts Client Service Implementation Team Associate Bournemouth Resume Examples & Samples

To act as the single point of contact for the client during implementation and to coordinate internally with all teams involved in the setups
To pro-actively coordinate all activities across JPMorgan disciplines and geographies as required, providing guidance to the client with respect to the outstanding tasks and their role within the implementation process
To update projects ensuring accurate tracking through management reports on a weekly/monthly basis
To closely monitor cycle times for all product setups seeking to shorten each process
To provide support to team colleagues as required
To drive process improvements working closely with the team and functional partners to continually improve the client on-boarding process
To hold regular client meetings/calls, ensuring all parties are aware of project progress at all times
To provide ad-hoc support and feedback to the Product Management team based on awareness of trends spotted in the market as well as on a 'deal-specific' basis
Where required, to act as part of the sales pitch, demonstrating project expertise as part of the proposal
Candidate must be able to demonstrate a high level of Organisation and prioritisation skills
Must have a proactive and flexible approach
Successful candidate must be an excellent team player
Presentation, negotiation and communication skills
Experience in Microsoft Project, Excel, Word, Power Point, Visio etc
Experience in project management
Knowledge of TS Products and Service
Language skills desirable (particularly German, French, Spanish, Italian)

102

Client Service Center Section Manager Resume Examples & Samples

Excellent communication skills: Written and Oral
Ability to manage standards around attendance, performance metrics, and service quality
Proactive in contributing to the success of the team through process improvements and information sharing
Displays the ability to manage time between people and projects effectively
Innovative, and interested in hands on planning of projects & initiatives
Embraces the Firms Core Values

103

Client Service Center Section Manager Resume Examples & Samples

Formal performance evaluations and career development to include ensuring Service Professionals are accountable for meeting the organizations performance expectations, with a focus on service quality and efficiency
Coaches and provides feedback to representatives regarding service and telephone time management
Monitors calls and reviews other work product (or receives feedback from Quality Reviews) to ensure that firm policy is upheld and industry and compliance regulations are met
Resolve escalated internal and external client inquiries
Supports management in new product training and orientation and
Values the relationship between Wealth Advisors and their Ultra High
Owns issue resolution from end to end, ensuring accurate and complete

104

CIB Client Service Manager, VP Tampa Resume Examples & Samples

BA, preferably in finance or accounting, MBA or CPA a plus
3+ years of financial services experience with client servicing and/or client relationship management
Global Custody and/or an Asset Management background is preferred (i.e. prior experience supporting managing a fund service operation or within an investment manager’s operation)
Strong organizational, project management and planning skill sets
An understanding of risk management associated with provision of services to a large fund manager
People and virtual team management
Ability to converse, interact and present to client and internal contacts

105

Senior Representative, Client Service Resume Examples & Samples

A WRITING SAMPLE MAY BE REQUESTED**
) Provides accurate transactional information to clients to avoid creating any loss situations for the Unit
) Logs detailed descriptions on all client/partner inquiries received via phone, email or fax including a description of client issue/problem and the research or action taken for resolution
) Must demonstrate excellent written communication skills, send out appropriate email responses, complete emails according to schedule provided within 24 hours from the time that email was received and ensure email report is accurately completed daily
) Maintain an average quality level of 97% or higher on all Quality Audits
) Maintain system access and knowledge level as it pertains to each workgroup that representative has been cross-trained on

106

Senior Client Service Experience Manager Resume Examples & Samples

Simplifies the client experience and eliminates delays by taking ownership of cross-regional and cross-functional issues, navigating the global organization, and mobilizing the appropriate resources to ensure a timely and satisfactory resolution
Strengthens the client relationship and ensures the delivery of market-differentiating service by acting as the client’s advocate, anticipating client needs, and developing client confidence in Citi’s products and processes
Takes global ownership of client servicing issues and facilitates resolution through engaging Citi business partners. Leads the client experience by identifying issues and opportunities that further differentiate Citi as an industry-leading service provider
Provides support and guidance to service partners to ensure a seamless client experience across regions
Delivers client metrics and participates in communication sessions with all constituents (i.e. Regional single points of contact & Service Delivery partners)
Acts as client advisor in the client’s interest while driving cross-regional & cross-functional process improvement opportunities
Manages the internal Client at Risk process & supports escalation resolution as necessary to facilitate timely resolution
Develops end-to-end capability, infrastructure & process improvement plan to support improved quality service
Partners with Sector, Vertical & other TTS business partners to ensure alignment of service experience with business strategies
Serves as a mentor for junior Client Experience Advocates, may serve as “deputy” to CSE Group Manager
7+ years of direct experience managing client relationships
Extensive TTS product knowledge, including a detailed understanding of product functions, operational structure, and support processes
Demonstrated ability to provide outstanding client service at a senior level
Ability to develop client solutions
Ability to identify and implement effective process improvements
Intermediate to Advanced level MS Office Skills
Exceptionally strong interpersonal & relationship-building skills
Risk & Controls experience

107

Client Service Agent, Surety Division Resume Examples & Samples

Process new and renewal business changes, including updating and maintaining information using computer automation
Set up policy notebooks for delivery to client; assembles proposals and other presentations for client and prospect meetings
Contact clients for collection of premiums as necessary and as according to BB&T procedures
Grade assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business
Must have state issued agent's license
Demonstrate strong organizational and project skills
Strong communication and interpersonal skills (written and verbal)
Prioritize work to achieve timely completion of the most critical and sensitive activities
Responds quickly to client requests and works to provide appropriate information
Familiar with BB&T resources and other departments within the organization
Desire to pursue an insurance designation

108

Associate, Client Service Resume Examples & Samples

Diploma of Financial Planning (DFP1 – 4) and progress towards/completion of the Advanced Diploma of Financial Planning (preferred)
PS 146 compliant (this position will hold a Letter of Authority)
Relationship management experience (desirable)
Exceptional organisational skills with ability to prioritise workload and meet deadlines
Problem solving abilities
Commitment to financial planning and the advice process
Team player with a genuine interest in supporting a team environment

109

Client Service Professional Resume Examples & Samples

Requires three years work experience in banking or financial service industry performing related client service, relationship management, portfolio management, sales support, loan servicing/loan processing, customer service, or operations duties
Requires knowledge of either Dealer Commercial Services, Middle Market, Large Corporate, Business Banking, Branch Banking, Treasury or Cash Management areas within the Bank
A demonstrated ability to work independently in a problem solving capacity, coupled with a willingness to multi-task
Have excellent oral and written communication skills
PC skills to include Microsoft products
High school graduate or equivalent required, prefer Bachelor's Degree

110

In View Business Analyst & Client Service Resume Examples & Samples

Interact with senior CPB business and technology managers
Publish and circulate project documents (e.g., business requirements, process flows, screen designs, use cases, ‘how to’ guides) to all stakeholders
Actively participate in the stewardship of the Business Analysis discipline within CPB technology by quickly learning existing business practices, upholding established standards and identifying innovative ways to improve processes and tools

111

Team Leader, Client Service Resume Examples & Samples

Acts as the first point of escalation for risk and control related matters for the department
Carries out complex activities with significant financial, client, and/or internal business impact; delivers a work product that requires little revision
May have direct interaction with committees and/or Senior Management

112

Senior Consultant, Client Service Resume Examples & Samples

Skills with FX trade analysis/support,
Ability to multitask and work in a fast paced
Carries out complex activities with significant
A Bachelor’s degree is preferred and/or some relevant Investment Operations work experience
Excellent understanding of financial markets and Foreign Exchange
5-7 years of experience in FX Operations and/or Investment operations

113

Consultant, Client Service Resume Examples & Samples

Skills with FX Trade analysis/support, settlements,
Strong working knowledge of the firm, the
A Bachelor’s degree and/or some relevant Investment Operations work experience
3-5 years of experience in FX Operations and/or Investment operations
Strong knowledge of MS Excel

114

Client Service / Onboarding Associate Resume Examples & Samples

Strong functional knowledge of sell-side client services
Prior experience in front office support, middle office, client onboarding and/or back office operations supporting fixed income, foreign exchange or derivatives products
Keen understanding of the changing regulatory environment as it pertains to derivatives reporting and familiarity with regulatory and acts such as Dodd-Frank, Patriot Act, BSA Act, 1940 Act and KYC industry best practices
Strong multitasking ability with excellent verbal and written skills
Ability to handle high volume of requests within real money/hedge fund expected turn-around times
Proven organizational and prioritization skills
Developed technology skills across the Microsoft Office suite and more specifically Excel
Knowledge of common tools used in financial services such as OMGEO/Alert and Markit
Ability to adhere to internal processes
Knowledge of Software and systems used in the financial services industry such as: Markit Document Exchange, MarkitServ, Swapswire, Traiana/Harmony, MarketAxess, GlobalLink (GTSS/FXONLINE), FXAll, GoldTier
Previous experience contributing to projects and initiatives to improve process and efficiency

115

Client Service Team Leader Resume Examples & Samples

Minimum of 7+ years insurance industry experience providing exceptional service/account management to Middle Market or Large complex commercial lines accounts
Knowledge of all lines of business, program design and ability to provide consultative advice to clients and colleagues
Property and Casualty broker’s license required within 60 days of employment
Strong leadership and team supervisory competencies preferred
Superior working knowledge of technology platforms including Microsoft Office Suite and other systems
Top-quality interpersonal, communication (verbal and written), analytical, presentation and organizational skills
Self-motivated with the ability to work effectively as part of a team and on individually-assigned tasks in a detailed environment where superior time-management and prioritization skills are essential

116

Registered Client Service Assoc Resume Examples & Samples

Minimum of 4 years of experience in a Financial Services client support role
Series 7 or the ability to pass exam within 6 months of start date
NJ Life License, or the ability to pass exam with 45 days of start date
Experience with Junxure CRM a plus
Experience with Portfolio Accounting systems – Portfolio Center, Advent, or Tamarac
Professional attitude, demeanor, and appearance
Resourceful, flexible and a strong desire to be of service to clients
Creative thinker with strong analytical skills

117

Consultant, Client Service Resume Examples & Samples

Extensive working
Direct fixed income
Lifecycle and Fail Trade
Complete understanding
Demonstrate a risk
Bachelor’s degree is preferred
Minimum of 5 years of related experience with an asset manager or financial services firm

118

Senior Consultant, Client Service Resume Examples & Samples

Demonstrated
Business process skills
Derivatives (Interest Rate Swaps, Credit Default Swaps,
Knowledge of the
Excellent interpersonal
Risk management focus
Ability to combine
Minimum of 8 years of related experience with an asset manager or financial services firm

119

Am-latin Private Bank Senior Client Service Manager Resume Examples & Samples

Manage overall operation of Client Service function to assure delivery of superior service to clients. Work closely with market Service Managers to provide coaching and direction to Client Service Associates (CSAs) as needed to drive execution of proactive client management
Apply rigorous methodology to achieving positive business results. Oversee the strategy and approach to managing daily work volumes, focusing on accuracy, timeliness, thorough follow up and compliance with internal controls
Supervise Service branch activities in accordance with FINRA rules and corporate and regulatory control standards, working closely with local Miami Compliance, Risk and COO partners
Work closely with market leadership to promote strong partnership and assure Service activities are strategically aligned with overall business priorities
Provide leadership and support to significant change efforts: articulate strategy, maintain positive messaging and drive strong adoption
Ensure disciplined approach to performance management including active feedback delivery, regular performance reviews, and ongoing career-development coaching. Apply high performance measures; address deficiencies promptly
Champion talent development, including recruitment, training and advancement
Represent Service practice to partners across the organization including Risk, Compliance, Operations, Technology and business management
Actively identify opportunities to increase efficiency, tighten controls, and address technology gaps. Conceive and execute projects to resolve issues
Minimum of 10 years experience in the Financial Services and/or Banking industry, including experience managing teams
Ability to adapt and lead effectively in a fast-paced environment with rapidly evolving business priorities
Demonstrated competence in performing Branch Office Manager oversight activities
Proven people management capabilities
Effective communicator (both orally and in writing) who can positively engage and influence clients as well as internal stakeholders
Series 24, 7 & 63 licenses required, 9/10 preferred
Fluency in English and Spanish required. Competency in Portuguese a plus

120

CIB Client Service Manager Associate 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
5-10 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
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
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

121

Trade Finance Client Service Manager Resume Examples & Samples

Take personal ownership for the delivery of a high level of client service. Respond in a professional, knowledgeable and timely fashion to all incoming service-related inquiries. Be alert for new sales opportunities and refer the opportunities to the GB-FI or GTB-TF Sales Relationship Manager
Assume ownership for resolution of client service issues that are identified. Deal directly with the client and any internal stakeholders to resolve the service issue. Identify and recommend changes to procedures that will prevent further occurrences. Keep the GB-FI or GTB-TF Sales Relationship Manager apprised of material events at all times
In conjunction with the GB-FI or GTB-TF Sales Relationship Managers, provide expert advice and consultative services to internal and external clients to support their use of all Trade Finance products. Provide support to the Risk Consultant TFO as client interface to resolve issues when designated risk factors are triggered
Establish and maintain a regular client calling program for designated top clients to confirm on-going satisfaction with the services provided and the achievement of targeted levels of client satisfaction. Provide a brief report to the applicable Relationship Manager. Ensure that challenges and opportunities for improvement identified are followed through to resolution. As part of the client calling program, regularly review customer information on file in the Letter of Credit system TISA to ensure it is up to date
If applicable, assume responsibility for calling the companies who are listed as beneficiaries in the SWIFT MT 700 messages
Track all problems, issues and complaints received ensuring that they are addressed within established service standards and resolutions are recorded within the tracking system. Escalate client service issues that require the attention of senior management
In coordination with the GB-FI or GTB-TF Sales Relationship Manager, provide Trade Finance product presentations in order to raise awareness of the products and create opportunities for increased referrals and new business
Where applicable, provide third party service providers with the information they require to complete outsourced transaction processing. Be fully conversant with the Service Level standards established with the third party service provider
Review production statistics on a regular basis to spot trends of increasing and declining trade finance product usage within our client base
As required, train clients on the use of Trade Finance electronic interface products
Act as a "back up" to other Client Service Managers as required

122

Client Service Manager VP / Director Resume Examples & Samples

Provide and/or co-ordinate appropriate representation for Business Operations at Client meetings and due diligence visits etc. Own these sessions when purely of an operational nature
Ability to analyse, synthesise and present data in an concise and easy to understand style
Local language and English fluency essential

123

Dept Head of Client Service Solution Centre VP Resume Examples & Samples

Identify and escalate potential incident/issue to CS immediately
Support CS to manage and improve service quality and efficiency
Support CS to achieve objectives of higher value added service
Provide education and training to clients for products in order to improve service and efficiency
Investigate queries & ensure all are resolved within agreed timeframe with high quality service
Support staff with identifying issues/risks, their root causes and resolve simple cases by themselves, and complex cases with suggested resolution to avoid the same in future
Ensure risk & compliance policies are appropriately followed
Being able to manage multiple tasks
Being able to face and manage sensitive Japanese clients

124

Representative, Client Service Resume Examples & Samples

Process fund orders from clients
Provide exceptional client service
Problem solving and presentation skills
Research and respond to sensitive issues
Meet accuracy and quality goals above team members

125

Collections Client Service Mgr Resume Examples & Samples

Direct and manage employees, including: conducting performance appraisals, motivating, developing, coaching, hiring, and disciplining
Monitor accounts to ensure quality and compliance with policy
Review and approve accounts for extensions
Recommend and refer accounts for foreclosure or charge off
Work with various managers in Collection and Recovery
Handle escalated customer calls
Review and analyze credit reports
Utilize skip tracing tools in order to locate customer contact information
Ensure delivery of an excellent customer service experience by all Loan Assistance Specialists
Work in a fast paced environment with minimal guidance
Demonstrate sound understanding of loan products
Conduct research using the internet and company computer systems
Conduct Quality Assurance reviews
Assist/provide feedback on system and process enhancements
2+ years of banking center, call center, or collections experience
Ability to analyze problems and provide the appropriate solution
Prior management experience in a financial call center environment

126

Client Service / Sales Assistant Resume Examples & Samples

Coordinating interviews between recruiters, sales, and investment banking clientele
Submitting resumes to clients and their respective portals
Debriefing candidates after interviews
Responding to client emails on behalf of sales team
Metric reporting
Client research
Event / conference planning

127

Asset Servicing Client Service Resume Examples & Samples

Functional Expertise - Keeps current with emerging business, economic and market trends
Drive and Motivation - Successfully handles multiple tasks, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks
Client and Business Focus - Effectively handles difficult requests, builds trusting, long-term relationships with clients, helps the client to identify/define needs and manages client/business expectations
Teamwork - Gives evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions
Communication Skills - Communicates what is relevant and important in a clear and concise manner and shares information/new ideas with others
Judgment and Problem solving - Thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions and identifies clear objectives. Sees the big picture and effectively analyses complex issues
Creativity/Innovation - Looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value
Influencing Outcomes - Presents sound, persuasive rationale for ideas or opinions. Takes a position on issues and influences others' opinions and presents persuasive recommendations

128

Team Leader, Client Service Resume Examples & Samples

Maintain understanding of IMLG processes and investment manager perspective as well as internal drivers. Provide leadership and guidance to partners involved in investment manager servicing
Liaise with investment managers & internal departments. Partner with Relationship Managers and Internal departments
Ensure that clear resolution of Investment manager escalations are provided and provide strategic planning in servicing investment managers
Carries out control activities with significant financial, client, and/or internal business impact
Will have direct interaction with investment managers and/or management
Technically sound in area of expertise and has broader knowledge of other areas
Manage a group of Client Representatives (Reps) including conducting performance management and career development processes, and staffing and disciplinary actions

129

Team Lead / Client Service Manager Resume Examples & Samples

Lead, manage & inspire your team with the overall goal of
Provides appropriate escalation of service & delivery and
Recognised
Highly
Technically
Foundational
Solid
Proven
Strong

130

Senior Analyst, Client Service Resume Examples & Samples

Focuses on resolution of complex transactions, where expertise is required to interpret policies, guidelines and/or processes including supporting the FX trade matching, settlement
Carries out responsibilities needed to process FX Cash management & Overdraft Monitoring Activities
Responsible for various applications setup activities for account onboarding and static data maintenance as it relates to FX
Responsible for generating procedure updates, process flows, and management reports and metrics
Manage daily operational activities without direct supervision of day-to-day work
Ability to facilitate discussions and reach decisions
Demonstrate attention to detail
Strong demonstrated organizational skills
Technically sound in area of expertise with broader knowledge of other business areas
Ability to multitask and work in a fast paced demanding environment
A Bachelor’s degree is preferred and/or some relevant Investment Operations work experience
Basic understanding of financial markets and Foreign Exchange

131

Client Service Manager Ireland X Resume Examples & Samples

Day to day delivery of all TA Services to the client. Manages functional
Act
Client
Transfer
Effective
Good

132

Senior Consultant, Client Service Resume Examples & Samples

Lead inquiries within IOO Client Service related to client reporting, portfolio valuations, pricing and performance
Provide oversight and sign-off of all monthly client reporting deliverables
Oversee daily review override checks for performance and valuation to ensure accurate reporting
Monthly participation and oversight of portfolio valuation process across various internal teams
Act as a key supporting member of client change teams and participate in testing system upgrades and enhancements
Oversee all client inquiries and requests related to security data in a timely manner
Maintain, monitor and fine-tune various business metrics and KPI’s to adapt to business needs
Review account level metrics as defined by best practice operating standards and research, escalate, remediate exceptions as appropriate
Work with subject matter expert team to document and implement best practices related to accounting, valuations and client reporting
Demonstrated understanding of end-to-end investment operations life-cycle and portfolio accounting required
Business process skills and strong knowledge of the data life cycle in an asset management firm, or similar
Knowledge of financial reporting and performance systems
In-depth knowledge of security reference data flows and security life cycle event such as pricing, corporate actions, and proxy voting for fixed income securities
Working knowledge of regulatory reporting requirements
Prior fixed income product (emerging market debt, high yield, money-market, securitized, etc.) experience required
Derivatives (Interest Rate Swaps, Credit Default Swaps, Spots, Forwards, Collateral Management) experience a plus
Excellent interpersonal skills and the ability to forge strong relationships with internal and external clients

133

Consultant, Client Service Resume Examples & Samples

Holistic ownership and understanding of client accounts from a NT IOO perspective by coordinating client issues across all operations teams and business partners, and act as a single point of contact for NT IOO Operations
Fixed Income, Liquidity, MMKT, ETD & OTC Derivatives Trade Support\: Ensuring trade management requirements are completed as instructed / handed over from global partners or as per the needs of local clients
Post-Trade Support Management\: ensuring all trades are collected, uploaded and investigated with counterparties / clients and reported to client / global partners daily
Trading desk support to include ad-hoc queries as well as ongoing business initiatives
Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact
Review account level metrics (reconciliations, failing trades, standard/non-standard reporting deliverables) as defined by operating standards and research, escalate, remediate exceptions as appropriate
Claims Management\: Researching and reporting of trade history resulting in claim to management; Overseeing compensation claims resolution with client and brokers
Other duties as assigned by management to meet the needs of the current business environment
Extensive working product knowledge of Money Markets, FX, Repos, Term Deposits, Fixed Income and OTC/ETD Derivatives. Emerging Market Debt experience is a plus
Direct fixed income portfolio accounting and valuations experience is required
Lifecycle and Fail Trade Management experience
Complete understanding of the need for controls; ensuring additional controls are incorporated as needed
Demonstrated strong teamwork with internal and external groups
Excellent communication (both verbal and written) skills
Strong verbal and written communication skills with the ability to influence a wide range of stakeholders
Demonstrate a risk management focus
Ability to combine tactical and strategic thinking

134

Consultant, Client Service Resume Examples & Samples

Coordinates and Consults on daily valued relationships for assigned Defined Contribution clients
� Oversees daily participant activity and communicates with recordkeeper and client service team to resolve any issues in a timely manner
Reviews and executes liquidity trades for company stock funds and multi-manager portfolios
Manages the portfolio rebalancing process for clients� fund-of-funds, multi-manager, and custom Target-Date retirement accounts.�
Researches and resolves inquiries from recordkeeper and partners, oversees transaction processing (including stock liquidity processing), handles inquiry resolution, obtains appropriate documentation and ensures accurate and timely follow-up with recordkeepers and partners
Acts as project manager for partner areas on client structural changes, including maintaining action plans related to client changes.�
Acts in a leadership role and as a technical resource or expert for Client Servicing and Recordkeeping Relationship Analysts

135

Assistant Manager Gtrf Client Service Resume Examples & Samples

HSBC Trade Services is one of the core businesses of the HSBC Group, falling under Global Transaction Banking. GTB’s 5-year strategy sets out a clear vision, a mission and a financial goal
To achieve revenue of US$16 billion by 2013
GTRF Canada is undergoing re-organization and re-engineering in order to gain efficiency, reduce transaction costs, improve service quality and in turn increase market share. This transformation involves the setting up of the Client Service function; a new, specialized team of dedicated service staff. By providing excellent customer service, the Client Service team will improve response times, enhance the customer experience and ensure that GTRF Canada meets its clients’ needs in the most efficient, professional and high-quality manner

136

Transaction Banking Client Service Resume Examples & Samples

Providing Transaction Banking Client Services
Minimum 3 year Transaction Banking Client Service experience in Commercial Bank based in Japan is must
Transaction Banking Client Service experience in Global Bank based in Japan

137

Client Service Hub Manager Resume Examples & Samples

Coaching and training Advisors to improve their skills and knowledge
Raising actions that are not in his direct scope: training needs, IT evolutions, process update, content update, etc
Monitoring quality standard and their application by the team thanks to specific quality procedures
Sharing any best practices within the team, or in-between the teams
Continuously ensure structured and efficient communication
Promotes and builds adherence to the Client Services strategy, both with top down and bottom up initiatives
Being fully aware of new products, new collections and brand initiatives
Communicating and collaborating with any service or division within Bottega Veneta to implement new services or provide useful information
Providing reports or alerts following BV procedures and requirements
Runs HR processes: holidays, schedules, absences and lateness
Involved in recruitment process and validation
Management of HR disciplinary situations: behavioral issue, structural underperformance, incidents, etc
Organizing training sessions for the team and adapting the schedule based on the business and service needs
Sense of service, quality and results
Dynamic and stress resistant
Strong ability to communicate, listen and to relation in general
Good spirit, ability to challenge oneself, team spirit, willing to be a model
Available and able to teach
Mastering animation techniques: briefings, training, calls monitoring, etc
Mastering the product and the values of Bottega Veneta
Basic computer tools and specific software knowledge
Resistance to pressure and ability to overcome interpersonal difficulties
Ability to take strong decision when required, in real time when needed
Minimum of 5 years client service experience; preferably within a retail or Ecommerce environment
Superior oral and written communications skills with ability to adapt to communication skills of clients
Proven ability to thrive in a goal-driven environment including achieving and exceeding financial targets
Consistent service and client-oriented attitude with a genuine interest and knowledge of Bottega Veneta product as well as client’s needs
Ability to conduct oneself appropriately in a corporate setting with polished and professional communication/attire
Exhibit a strong work ethic, leadership skills, high energy level, and detail/team oriented
Possess exemplary verbal and written communication skills
Ability to problem solve in a self-sufficient, resourceful manner resulting in creative solutions
Basic computer skills including Excel, Outlook and Internet required

138

Cib-investor Services Client Service Solutions Resume Examples & Samples

Senior client-facing role with overall accountability for ensuring all the services provided to the client are achieved end-to-end
Primary contact and trusted advisor to Client’s senior decision maker
Maintains strategic understanding of Client’s operating model
Maintains comprehensive understanding of market, vendor and regulatory implications to the Client’s operating environment
Sets the commercial priorities for the Product, aggregating individual client feedback on new client solutions
Senior escalation point for Client and Internal J.P. Morgan teams
Helps navigate J.P. Morgan on behalf of the Client
Proactive management to identify trends, issues and opportunities
Conduct regular account reviews that capture service levels, client and market trends, client platform requirements and feedback, wallet share, portfolio mix and Product contribution to cost
Gathers intelligence on the client and disseminates internally
Oversee performance against agreed client expectations
Seeks opportunities and responds to initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client
Supports Sales in improving and retaining the Client relationship, and driving additional sales opportunities
Facilitate client presentations and training for new products/markets which best meet the client's needs
Experience in dealing with highly complex, demanding client organizations
Awareness and understanding of Regulatory regime and impact on the client, the business and the industry
Excellent client service skills
Strong executive presence, strategic thinking and influencing skills (both within JPMorgan and with the client)
Excellent presentation skills, with the ability to engage a senior-level audience
Proven experience in delivering on commitment to clients
Experience in the Fund Management industry
Awareness of Collateral Management, Securities Clearance and the Tri-Party repo market
Solid understanding of the regulatory environment affecting the Banking community including Dodd-Frank, Basel III, EMIR and Fed GSIB
Superior partnership skills and ability to drive institutional change
Prior experience interacting with multiple functional areas across Product, Operations, Technology, Legal, Risk and Sales
Able to demonstrate influencing skills and strategic thinking
Clear communicator. Able to easily adapt communication style in different situations
Strong analytical skills
Knowledge of JPM products linked to client buying behavior
Ability to negotiate and manage relationship "across, up and down" with ACCE and the client organization
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
Strong metrics management and internal process control skills
Service planning experience
Change management experience
Compliance mindset with a solid understanding of risks associated with the provision of services to clients in our line of business
Strong ownership, positive attitude and self-motivation, strong accountability
Superior written and verbal communication skill

139

Commercial Banking Client Service Resume Examples & Samples

Lead data & reporting strategy development and execution for Commercial Banking Client Services; managing a global team of 5-10 analysts
Define, monitor, and report key operational metrics; oversee the development of a Service Data Mart while implementing and managing balanced scorecards and dashboards at the employee, team, and department levels
Prepare a Monthly Business Review (MBR) presentation, incorporating key productivity, efficiency, service, control, and financial metrics
Recruiting and development of top talent
Conduct time studies for each key process and manage ongoing time study refresh in response to material process changes
Develop a headcount capacity and forecasting model to ensure appropriate staffing levels in anticipation of expected volume patterns
Interface with finance teams and data partners to translate capacity model, taxonomy, and volumes into activity-based cost allocations at the client level
10+ years of total experience within MIS, Analytics, Finance, and/or Management Consulting roles, including 2-4 years of people management experience
The successful candidate will have a unique mix of technical data analysis and business management skills. Importantly, will have demonstrated ability to set a strategic management reporting vision from scratch while consulting with senior managers on thoughts to improve overall business performance, not just deliver reports
Demonstrated team building and talent development experience
Experience partnering with offshore Business Intelligence resources a plus
Proven experience delivering timely, high quality, senior manager-level reporting, and analysis of diverse, complex data sources. Attention to detail a must, with focus on executive quality presentation
Experience developing & managing complex business analysis models, preferably in support of volume capacity and forecasting initiatives
Demonstrated knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms: SQL Server Reporting Services (SSRS), Tableau , Analysis Services (SSAS), Qlikview, Business Objects, SAS, Crystal, R, SQL/Oracle/Teradata, etc
BS/BA required; quantitative focus / advanced study a plus

140

Client Service Unit-team Leader Resume Examples & Samples

Liaising directly with Clients and Client Executives to assist and resolve issues
Liaising with local Tax Authorities and Agents globally
Monitoring / allocation of all incoming tax enquiries
Candidates should ensure that they operate “best practices”
Assist in client tax account set up reviews and ad-hoc projects
Keep management aware of all risks and critical issues
Assist in maintaining departmental procedures
Review new or amended product offerings arising from market changes and implement procedures within the team
Participate in management and client meetings
Taken on day to day responsibilities for managing and providing guidance to the team members
End to end performance process
Provide departmental MIS to Senior Management
Extensive experience in an Income and/or Settlements environment required
It is essential that the candidate has a proven ability to meet new challenges and assimilate information
Proven Knowledge of withholding tax regime
Proven Knowledge of Tax processes
Basic understanding of new account opening / implementations an advantage
Strong People Management skills essential
Strong Client Services skills
Excellent interpersonal, written and verbal communication skills and the ability to communicate and influence at an appropriate level
Good organisational skills, ability to work under pressure and prioritise within tight deadlines
Possess the ability to develop strong working relationships with various levels of management and external departments
Ability to build strong relationships directly with clients and client executives
Candidates should be at an Intermediate level in the use Microsoft office and in house Citi applications
Ability to work effectively in situations requiring analytical, interpretive, and problem solving techniques
A detailed and independent thinking style
Strong influencing and negotiation skills; ability to build and maintain effective networks and relationships
Strong team working skills

141

Client Service & Marketing Analyst Resume Examples & Samples

1+ year of Client Service and/or Marketing experience
Previous experience working in the Asset Management industry
Working experience with Morningstar Direct, Statpro, Factset, and Bloomberg

142

Gtb-client Service Integration Manager Resume Examples & Samples

The Integration Manager will be responsible for the onboading and integration of new Fund Services clients based in the U.S., Cayman and similar regions
Key tasks will include coordination of client adoptions, account openings, review and negotiation of funds offering documentation and legal agreements, internal system set ups, and project planning
The Integration Manager will be expected to coordinate internal functions to onboard new clients including Client Services, Fund Accounting, Client Reporting, Sales, Transaction Management Group (TMG), Product, and Securities Trade & Pricing teams (STP) to ensure all new launches and conversions are successfully project managed
As part of the integration process, the candidate will be expected to provide regular status updates of onboardings and conversions to new clients. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress
The Integration Manager will participate in global monthly new business meetings and provide updates to senior management and client services teams on integration projects they have been assigned. The candidate will also assist in the production of the global new business report and other KPIs / management reports as required
The Integration Manager will work with the Integration team to develop best practices and operating models for integration to enhance the client onboarding experience globally
The Integration Manager will support sales in pricing of new fund administration mandates, request for proposals (RFPs), sales presentations, technical product support and delivering product demonstrations to prospective clients
The Integration Manager will act as a technical specialist on questions regarding new business and will be expected to work with Client Service teams, Sales, Product and other divisions in this regard
Assistance with ad hoc projects for AFS globally (as required)
5-7 years of experience in Financial Services
Prior experience within the funds industry and different fund structures, domiciles and regulatory requirements
Previous experience in an implementation, legal or transaction management type role is an advantage
Strong attention to detail and excellent communication skills. The candidate must be able to work on their own initiative, be deadline-oriented and possess excellent project management skills
Good interpersonal skills to develop working relationships with colleagues, clients, other divisions of the bank and professional intermediaries
A high degree of commercial awareness and client service focus

143

Gtb-client Service Business Control Manager Resume Examples & Samples

The Business Control Manager will be responsible for the setup, coordination and management of the client over site and management reporting tool and process globally (including client satisfaction, feedback, profitability, etc.)
Business liaison for facing off and coordination with DCO, BCO and Internal Audit globally for our businesses/offices
The Business Control Manager will ensure consistency and proactive process around internal audits globally for our businesses, in addition to coordination for SOC 1 audits for each product and various other control requests within DB groups and Senior Management
The Business Control Manager will be expected to provide regular status updates to the business on regulatory changes, enhancements and impacts within each region AFS contracts including monthly meeting updates and trainings
As part of the business control role, the candidate will be expected to provide regular status updates regarding client KYC and reviews within the business, over site for high risk client listing, clients at risk, client complaints,
Assistance with ad hoc projects relating to business and client control for AFS globally (as required)
5-7 years of experience in Financial Services
Prior experience within the funds industry and different fund structures, domiciles and regulatory requirements
Previous experience with KYC, Investor AML, business control functions and regulatory compliance
Strong attention to detail and excellent communication skills. The candidate must be able to work on their own initiative, be deadline-oriented and possess excellent project management skills
Good interpersonal skills to develop working relationships with colleagues, clients, other divisions of the bank and professional intermediaries
A high degree of commercial awareness and client service focus

144

Cib-client Service Manager Tss-VP-singapore Resume Examples & Samples

CSMs are the first point of escalation for clients and internal teams. They serve as a trusted partner and advisor to business decisions. CSMs take ownership of the issue and will assess, coordinate and manage issues with the assistance of various internal teams ensuring service delivery standards are consistent with service level agreements
CSMs foster a close relationship with their clients, understand clients operating model versus J.P. Morgan’s servicing offering, take accountability for resolution of issues by pro-active management across all Markets products. Internally CSMs foster relationships with Operations and other groups (such as Sales, Operations, Technology) involved in service delivery to the client. CSMs work with functional areas both locally and globally, to ensure the provision of a timely and efficient level of service, with a high degree of autonomy in the management of their client base
Management responsibility – shaping strategy for the team/region and forming part of the broader global Markets Service management team
Personally foster and develop senior level relationships with key clients. In some cases, act as the senior point of contact across Markets & Investor Services
Maintain comprehensive understanding of market, vendor and regulatory implications to effectively advise clients of implication to their operating environment
Champions an exceptional experience for clients and partners across products and solutions
Regular contact with clients at all levels of the heirarchy as well as internally within J.P. Morgan
Monitoring and resolution of risk indicators to ensure that both J.P. Morgan and the client are aware of any issues that may have an adverse financial or reputational impact
Proactively responds and adapts to change - supports and influences strategies to enable business transformation and enhancement
A minimum of 8 years client relationship/service or Operations experience within the Banking industry, preferably with knowledge/experience of Market products
Cross product knowledge (FX, Equities, Fixed Income, Derivatives) is an advantage
Project management skills would be a key advantage
Prior management experience preferred

145

Client Service Manager, Transfer Agency Resume Examples & Samples

Working with the clients, Relationship Managers and operational teams to ensure the consistent and high quality delivery of client service
Ensuring relevant key performance indicators are in place to measure performance and are reported to the client within agreed timetables
Developing an understanding of each client’s strategic goals and identify ways in which we can help them achieve their objectives to our mutual benefit
Maintaining and developing close working relationships with other areas, such as dealing, registration , distributions and other internal areas such as the Relationship Managers participating in service reviews where required
A good understanding of UK Transfer Agency processes and products
Experience of managing client relationships, delivering excellent client service and, tackling a broad spectrum of client related queries

146

Client Service & Marketing Analyst Resume Examples & Samples

1-3 years of related work experience
Some Asset Management industry experience
Working experience with Morningstar Direct, Statpro, Factset, Bloomberg

147

Team Leader Client Service Resume Examples & Samples

Manage direct report workload and provide guidance in prioritizing work to meet or exceed all accuracy, transaction processing, and call quality metrics and standards
Provide feedback to direct reports through effective performance management practices; ensure employees are developing skills to promote both team and individual success
2+ years direct or indirect leadership experience (i.e such as coaching)
Strong working knowledge of Client Service processes and policies
Strong organizational, motivational and communication skills, including the ability to explain complex issues in a clear understandable manner
The ability to effectively multi task is a huge plus!
Direct Leadership Experience

148

Client Service Representive Resume Examples & Samples

The successful candidate will be responsible for business deposits, withdrawals and bill payments. They will process night deposits, order, ship and prepare Canadian cash for customer pick-up, order and ship foreign exchange currency and process customer service representative chute bags
This person will also be responsible for answering incoming calls and resolving business account inquiries, balancing cash daily and following established procedures if out of balance and uncovering customer’s personal or business needs and referring them to the appropriate staff members (refer credit requests, investments, new accounts etc.)
A responsive first point of contact role focused on providing professional and attentive service to clients by accurately completing immediate core business banking needs (simple & complex)
Responsible for efficient management of unit controls
Strong organizational skills, attention to detail
Have a working knowledge of service platform and compass systems
A comprehensive background within the financial industry
Proven ability to respond calmly and constructively when dealing with irate clients or when working in a stressful situation
Industry experience in financial services, retail, hospitality etc
Exceptional customer service skills and the ability to discover and meet the client’s needs
A minimum of one year of client service preferably 2-3 years in one position
Experience handling cash as well as experience working in a sales environment
Strong computer skills will also help in working routines

149

OTC Derivatives Clearing Operations Client Service Group Associate Resume Examples & Samples

The individual will be working within a dynamic team, responsible for client support, participation in developing and testing new functionality / product offerings, and related controls across OTC cleared derivative transactions. The role requires coordination and communication with various internal and external stakeholders inclusive of direct client interaction
Bachelors Degree - analytical or financial related subject favored
Experience with derivative products
Understanding of the Listed Derivatives and/or OTC Cleared Derivatives model and exchange related requirements
Ability to balance project deliverables with daily processes

150

Client Service Senior Supervisor Resume Examples & Samples

Demonstrate strong business knowledge with an understanding of the sales process, service and sales relationship, sales procedures and compliance requirements
Advanced working knowledge of a product or service
Working knowledge of Call Centre processes, systems and technologies
Previous Team Leader experience within a Call Centre setup
Tertiary qualifications desirable
Leads and influences people by example
Quick and resolute decision-making
Demonstrates initiative and positive attitude
Adaptable and proactive
Strong interpersonal skills with the ability to build effective relationships
Innovator with the ability to work with limited supervision
Behaves in an ethical and professional manner at all times
Results and customer-focused
Demonstrates initiatives and positive attitude
Demonstrate efficient organization and planning skills

151

Prime Brokerage Middle Office Client Service Resume Examples & Samples

Management of client cash activity, authorisations, reporting and query resolution
Review client cash balances / portfolios for operational and risk issues
Liaise with Citi execution desk on booking issues
Documentation and publication of MIS where required
Understanding of life-cycle of trade processing for significant product type (Equity / Fixed Income / Derivatives). Includes trade capture, settlements and reconciliations for the Equity and Fixed Income Prime Brokerage area

152

Client Service Business Analyst Resume Examples & Samples

Create and lead analysis to answer specific business questions and generate actionable insights
Build and evolve staffing models translating recommendations to hiring plans
Support the development of targets and key performance metrics of the organization
Run sensitivity models on various business scenarios
Analyze CX hiring and retention data drawing insights to shape future organizational plans
Create monthly business updates to educate CX Leaders on performance across key performance metrics
Build and analyze surveys to gain key insights; share learnings to help the organization
Partner with finance to support team budgeting and forecasting needs
Partner cross-functionally, support a rapidly growing team, and drive results through data

153

Client Service Manager France / Benelux Resume Examples & Samples

Ensures best quality conversation over the phone, follow up on call debriefs, elevates client experience in line with the expectations of our Maison
Monitors and ensures continuous quality improvement with clients (Written and new media)
Minimum 2 years experience in Client Relations or Hospitality
Strong coaching skills, with excellent sales performance and customer service standards
Team player and able to build good professional working relationships with peers and management in a multilingual and multicultural environment
Managerial, organizational, and analytical skills, with strong engagement and entrepreneurial spirit
Enthusiastic leader, results and detail oriented, good communicator and influencer with creative mindset
Pragmatic and strategic, able to manage priorities and competing requirements, projects, reporting
Digital experience in retail and/or marketing (luxury experience a plus)
Strong computer literacy & systems knowledge, experience with web analytics tools highly desirable
Degree in business, marketing, or equivalent experience
Proficiency in French and English at a minimum
Flexible and ready to work on Saturdays, (Sundays) and Public Holidays
French, Native or bilingual proficiency

154

Cib-senior Client Service Manager Resume Examples & Samples

CSMs are responsible for monitoring, reporting and advocating continuous improvement of service delivery and relationship between J.P. Morgan and the client. CSMs use various tools to monitor and measure client satisfaction and product performance, such as issue logs, calling programs, internal governance programs and client service reviews
Full accountability for the service delivery relationship across covered clients in the region
Management responsibility – shaping strategy for the team and forming part of the broader global Markets Service management team
Building relationships with clients to understand client requirements and expectations
Manage governance process of service disciplines
Regular contact with clients at all levels of the hierarchy as well as internally within J.P. Morgan
Ability to develop strong relationships with both clients and internal business partners
Change/efficiency orientated
Project management skills are a key advantage

155

Client Service Accountant Resume Examples & Samples

2+ years of previous Accounting experience
Previous experience with Bank Reconciliation, Financial Statement Preparation, General Ledger, and Accounts Payable
Solid Client Services background
Working knowledge of Quickbooks

156

Client Service Admin Resume Examples & Samples

Prepare and submit transfer, subscription and redemption forms to administrators for investment trading
Closely monitor trade settlements, including following up with administrators for trade confirmations
Set up asset profiles in the trade order management system for new assets
Update portfolio file to account for any cash activity and transactions
Respond to administrator, fund manager or client inquiries
Attend client visits, as necessary
Review all statements received for accuracy
Prepare a quarterly statement of holdings
Respond on corporate actions

157

Senior Client Service Team Leader Resume Examples & Samples

Responsibility for daily control and execution of high value client processes with strong risk and product awareness
Liaise with clients to improve our service offering whilst maintaining optimal control and efficiency
Proactively explore solutions to close control gaps and ensure adherence to existing control & supervisory framework; regular review and understanding of procedures, checklists and reporting to ensure they are accurate and current
Continuous improvement to the process, control and efficiency through self-managed and team driven projects
Strong partnership with senior stakeholders across Sales, CRM, Credit and Risk desks
Navigate the Morgan Stanley organization across divisions to deliver timely and accurate issue resolution to complex and business critical issues
Partner with internal Operations teams to identify key issues, trends and efficiency opportunities that can be addressed
Institute and maintain a program and culture of continuous learning to develop the depth of product expertise necessary for success
Stay current with upcoming product and industry related topics and engage with the clearing industry through forums such MIFID /EMIR
Manage peoples career development, make resourcing decisions and evaluate performance against goals and develop successors
Demonstrate robust analytical skills, high attention to detail as well as strong risk management capabilities
Strong interpersonal and relationship management skills, ability to communicate clearly and concisely and moderating style as appropriate
Candidate should be able to organise themselves efficiently with proactive prioritisation and ability to meet tight deadlines
Dynamic self-starter with the ability to work either on their own initiative as well demonstrating strong leadership capabilities
Previous exposure to Listed Derivatives and OTC Client clearing is advantageous

158

Client Service Represenative Resume Examples & Samples

Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
A minimum of six months experience with cross-selling, up-selling and/or referring products
Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
Ability to sell customers on meeting with a sales associate to learn about products/services
Ability to respond and assist customers with inquiries and/or problem resolution
Ability to work effectively as a team member
Strong communication skills (including verbal and non-verbal) and active listening skills
Careful attention to detail and time management
Proficiency in basic computer skills
Pass pre-employment assessment
Minimum of six months cash handling experience

159

Client Service Team Leader Resume Examples & Samples

Operational experience or aptitude for process management
Communication skills (both oral and written) in at least English and one other language to suit the markets covered
Citi Certified –already acquired or willing to be certified within 3 months of joining
External certifications IMC or IAD level 4

160

Senior Analyst, Client Service Resume Examples & Samples

Supporting the Client Service Manager in all Altus related queries from clients, third party administrators
Resolving queries related to the Altus/TPA process
Liaising with the Client Service Management and the Service Support team as part of the virtual team
Assisting in the oversight of all of the data being used to feed the Altus process
Resolving data issues to allow the daily process to run smoothly
Suggesting and implementing service efficiency enhancements, process improvements and service delivery, using creative and proactive measures
Identifying and working to resolve service delivery root causes
Participating in Service Reviews as required
Some experience of working with financial service processes
Excellence in execution

161

Client Service Agent Resume Examples & Samples

Effectively manage large amounts of incoming calls
Identify and assess clients' needs to achieve satisfaction
Build sustainable relationships of trust through open and interactive communication
Communicate and coordinate with internal departments
Provide accurate, valid and complete information by using the right methods/tools
Follow communication procedures, guidelines and policies

162

Client Service Program Manager, SMB Resume Examples & Samples

Gather client and partner feedback and identify trends to enhance our products, support processes, optimize workflows and improve operational efficiency in order to increase customer satisfaction and product adoption
Perform data analysis and execute data-informed initiatives that will improve our customer experience and drive business growth
Work cross-functionally with sales, marketing and product teams within Facebook

163

Client Service Improvement Demand Analyst Resume Examples & Samples

Liaise with third-level support groups when an additional support, advice or escalation is required
Support all ITIL processes
LI-LC1*

164

Client Service Improvement Senior Demand Analyst Resume Examples & Samples

Deep dive data analysis to identify work drivers and opportunities for automation or product improvement
Support the management of Major IT infrastructure Incidents
Coordinate on-site team, allocate tasks, projects, initiatives, check progress, report results to peers and higher management
Close cooperation with Corporate Real Estate Services and Site Management on initiatives and maintenance works impacting CoE offices in Poland
Support all ITIL processes, in particular the Incident and Problem processes

165

Manager, Defined Benefit Client Service Resume Examples & Samples

3+ years of financial service experience with preferred background in Defined Benefit, Defined Contribution and Non-Qualified benefit products
FINRA Series 6 and 63 and 26 required within 120 days
Minimum of 2 years of management or supervisory experience preferred
Demonstrates ability to lead others (in a reporting or non-reporting structure)

166

FC Client Service Representive Resume Examples & Samples

Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
A minimum of six months experience with cross-selling, up-selling and/or referring products
Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
Ability to sell customers on meeting with a sales associate to learn about products/services
Ability to respond and assist customers with inquiries and/or problem resolution
Ability to work effectively as a team member
Strong communication skills (including verbal and non-verbal) and active listening skills
Careful attention to detail and time management
Proficiency in basic computer skills
Pass pre-employment assessment
Minimum of six months cash handling experience

167

Specialist, Loan Client Service Resume Examples & Samples

Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely
Assist other team members with daily workload to ensure timely completion and achievement of work team assignments
High School, some college
Ability to establish and maintain effective working relationships among team members and product and support partners

168

Gtrf Client Service Manager Resume Examples & Samples

To become the undisputed leader in transaction banking
High commitment to service and cross-selling excellence
Proven leadership experience at supervisory level
University Degree/College Diploma in business/finance preferred

169

Client Service Manager, Asset Management Resume Examples & Samples

10 years of client servicing & management experience
Knowledge of Asset Management products and services, usually obtained through related work experience, is required in order to service clients
Leadership and organizational skills are required to determine the unit goals, resources needed, and to assess and develop the skills of the staff

170

Client Service Resume Examples & Samples

Management of the NAV preparation and review process for our Hedge fund clients
Investor Services to US & DB investor KYC standards
Client relationship and acting as a point of contact for Fund Administration clients
Fund accounting and knowledge of investor reporting systems such as Geneva, Mantra, Sungard DX, Bloomberg & BroadRidge Core Products
Integrating large fund administration mandates
Ensuring adherence to documented procedures and policies
Developing ideas to enhance core applications/fund administration platform
Working on ad hoc internal and AFS global projects (as required)
Assisting in the development of new & existing global client relationships, optimizing service offerings, productivity and profitability
US GAAP & IFRS reporting for Hedge funds
Experience of being part of a fund accounting team at a top tier bank
A detailed understanding of Hedge, Fund of Funds and fund structures
A firm understanding of Fund legal documents
A high understanding of Microsoft applications
A high degree of commercial awareness
An ability and desire to work to tight deadlines to meet the needs of clients
Good interpersonal skills to develop working relationships with colleagues, clients, other divisions of the bank and professional intermediaries
Excellent organizational and communication skills and the ability to work on own initiative consistently producing accurate and timely work, and
Have excellent verbal and written skills, and a desire for public speaking
A professional accounting qualification, CPA a plus (desirable)
Qualified to at least degree level
At least 5 years related experience

171

CIB Client Service Team Leader VP-brooklyn Resume Examples & Samples

Leading regular market meetings to update staff on operations development, product enhancements, system improvements or problems
Monitoring client reports and investigate changes in revenue, product usage, outstanding loan issues
Assuring compliance with all Chase Middle Market auditing Policies and Procedures
Providing input into financial budget for Client Service Team and support plan achievement
Serving as a member of the Middle Market Client Service Leadership Team, supporting national strategic implement plans
Participating in national project teams representing Middle Market Client Service
Providing a collaborative, communicative and productive environment for all Client Service Professionals
Working with Line of Businesses partners and Market Staff to enhance the resolution of client issues through appropriate channels
Overseeing the performance and tasks of the Assistant Client Service Managers and other staff responsible for conducting performance appraisals and guiding staff training and development
Collaborating with market management and HR to ensure personnel policies are adhered to, participating in personnel decisions involving employees, including: performance appraisals, promotions, salary actions recommendations and terminations
Performing other special duties or assignments as requested or required
Typically a minimum of ten years or the equivalent customer service, operations, sales or management experience preferably in the Commercial Banking or in Treasury Services
Strong interpersonal skills with proven supervisory abilities
Extensive knowledge of deposit, treasury and credit products, payment services, regulations, and related procedures
Thorough knowledge of financial exposure and operational risk associated with bank products and services
Effective problem solving, oral and written communication skills
Ability to exercise sound judgment and make effective decisions
Ability to prioritize, handle multiple tasks and work under pressure in a team environment
A self-starter who does not require close supervision

172

Income Client Service Senior Manager Resume Examples & Samples

Work in conjunction with the processing teams to ensure the delivery of a high quality income service to Clients
Succession planning across all roles within the team
Proven record of nurturing and developing client relationships
Exposure to managing tactical and strategic initiatives
Knowledge of managing both Income and Corporate Actions event types preferable
Excellent communication skills required to negotiate at a senior level and to articulate complex recommendations
IOC Qualifications are preferred Competencies
Self-motivated and have an active approach to problem resolution
Able to successfully react to workload changes
Must possess the ability to work well under pressure, be able to manage tight deadlines and situations where conflicting priorities arise on a daily basis
To be innovative
Client focus

173

Client Service / Marketing Associate Resume Examples & Samples

Work with the head of client service in providing client service to existing private markets investors globally (emphasis is placed on client service our European client base). This includes, but is not limited to
Must have a minimum of 4 years’ experience in related field
Bachelor’s degree. Finance background is required, either as a major or minor focus of the degree
Must be willing to take direction and project assignments from multiple individuals and juggle multiple tasks, while ensuring deadlines are met and manager is kept apprised of all assignments
Good communication skills both written and verbal. Ability to interact in a professional and businesslike manner with colleagues and clients in person, as well as phone and email
Ideal candidate will be self-motivated, have excellent problem solving skills, and the ability to work efficiently. Strong desire to work in a client service role

174

Client Service Manager VP Resume Examples & Samples

Focus on sustaining the highest level of client service
Facilitate diagnosis of complex client service issues, identify trends that point to service deficiencies
Provide and/or co-ordinate appropriate representation for Business Operations at Client meetings and due diligence visits etc

175

Client Service Senior Associate Resume Examples & Samples

Provide client service to existing private markets investors globally. This includes, but is not limited to
Must have a minimum of 4 years’ experience in related field
Bachelor’s degree is required. Finance or accounting background is preferred, either as a major or minor focus of the degree
Some understanding of the private markets (private equity and private real assets investments)
High proficiency in Microsoft Office, particularly Excel and PowerPoint
Ability to work independently and efficiently in a fast-paced environment, with special attention to accuracy and detail
Must be able to lead multiple projects and disseminate tasks and assignments as needed, while ensuring deadlines are met
Ability to interact in a professional and businesslike manner with colleagues and clients in person, as well as phone and email
Ideal candidate will be self-motivated, have excellent problem solving skills and the ability to work efficiently. Strong desire to work in a client service role
Solid quantitative and analytical skills
Must possess advanced Excel and PowerPoint skills; ability and willingness to learn new systems and improve overall productivity and efficiency of the team

176

CIB IS Client Service Manager VP Brooklyn Resume Examples & Samples

8 to 10 years of experience at a Asset Management firm, Hedge Fund, or other financial market organizations servicing clients
Energetic self starter, s/he will need to take initiative and operate with a degree of autonomy
A sensitivity to compliance, control and operational risk is imperative
S/he will interface daily with clients and must have the ability to build relationships. Confident presentation skills, persuasive speaking and oral skills are a prerequisite for the success of this profile
An understanding of the major financial products: swaps, fixed income, equities, futures, options, currencies

177

Client Service Engagement Manager Resume Examples & Samples

Defines our Customer engagement programme from onboarding to renewal and initiates continual enhancments
Works with our local Sales team to improve our customer retention
Manages and prioritises our Client Service team’s activites which includes delivering specific KPI’s for training and service calls
Responsible for local recruitment in Singapore and our day to day operations, including overseeing all of our distribution during the working day
Managing all client activity reactive and pro-active in order to increase engagement of ICIS platforms
Bilingual in English and one other Asian language preferably Japanese Chinese or Korean as you are required to work with clients from the APAC region
A team player and able to work shift on some occasions
Experience in related industry managing customer service teams

178

Licensed Client Service Manager Resume Examples & Samples

50% Business Management / Financial Planning
Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients
Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables
Perform other allowable duties as assigned by the financial advisor and associate financial advisor
Conduct transactions on behalf of clients
Follow up with clients on advisor recommendations
Maintain client contact during the financial planning process
Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary
Manage and resolve client service problems

179

Client Service Senior Associate Resume Examples & Samples

Proactively notify clients of operational issues that could impact their treasury operations
Actively participate in deal team meetings as new products and services are added to your client relationships
Maintain client profiles identifying account structures and products utilized
Actively manage client expectations and communicate clearly with all levels within the client as needed
Independently review client trends/issues, proactively discuss with the Treasury Management Officer solutions tailored to clients’ needs and provide high quality, high touch service
Proactively review account analysis in coordination with the Sales Associate to look for pricing inconsistencies and billing errors
Proactively review account analysis to look for ways to convert manual paper processes to paperless options and fraud prevention opportunities
Proactively work to determine service improvements and solicit client input and feedback on service satisfaction
Conduct annual relationship reviews with clients within the portfolio
Identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk
Research, follow up and resolve client inquiries/problems through interaction with clients, bankers, product partners, branch operations and other staff in a timely and professional manner
Understand product enhancements the impact to client base and educate clients base as needed
Demonstrate thorough understanding of each clients authorization structure and adhere to client and bank requirements
For those with management responsibilities you will also be responsible for allocating CSP workloads, supporting audit self-assessment activities, certification of staff
Bachelor’s degree strongly preferred and minimum 10 years equivalent work experience. Or CTP certification and 10 years of equivalent work experience
A minimum of five years or equivalent customer service, operations, sales or management experience preferably in the financial service industry
Strong interpersonal skills with proven supervisory abilities (for managers)
Strong analytical and verbal and written communication skills
Strong organizational and time management skills with ability to manage competing priorities
Documented history of independent decision making and problem solving skills
Extensive knowledge of deposit and treasury products, payment systems, and associated regulatory environments including KYC and account documentation
Thorough knowledge of financial exposure and operational risk related to transactions associated with bank products and services
Ability to understand complex customer structures
Strong presentation skills and professional presence

180

VP, Client Service Senior Manager Resume Examples & Samples

Build a strong culture of accountability and client excellence
Act as a first point of escalation for client and process issues
Actively look for ways to improve processes and applications and participate in cross functional teams as necessary
Establish effective relationship with partners in Implementation, KYC and Operations to ensure a high level of client service and appropriate coordination
Partner closely with the firm's sales and banking teams
Communicate strategic direction and build team engagement in vision
Proven ability to build and lead effective, diverse teams
Proven leadership skills and strong interpersonal skills
Strong presentation skills and professional image
Strong problem solving skills with the ability to understand complex customer structures
A self-starter who does not require close supervision
Extensive knowledge of deposit and treasury products, payment systems, and associated regulatory environments including KYC and account documentation
Thorough knowledge of financial exposure and operational risk related to transactions associated with bank products and services
Proficient in all Microsoft Office products
Bachelor’s degree and minimum 15 years equivalent work experience, or CTP certification and 15 years of equivalent work experience
Preferred minimum of 5 years management experience

181

Cash Management Client Service VP Resume Examples & Samples

Providing Cash Management Client Services
Minimum 3 year Cash Management Client Service experience in Commercial Bank based in Japan is must
Native level fluency in written and spoken Japanese and Business level English
Cash Management Client Service experience in Global Bank based in Japan

182

Cib-client Service Professional Senior Resume Examples & Samples

Accuracy in processing in line with Standard Operating Procedures with no errors
Identify & escalate all error/exceptions on identification
Respond to routine queries/complaints
Be audit focused in all BAU activities
Comply with the firm's policies & SOPs
Navigate systems quickly and accurately
Identify opportunities for process efficiency & implement in a controlled manner
Exhibit effective communication with key stakeholders
Thorough knowledge of SOPs/related check points
Perform all work in accordance to department procedures and within productivity processing and quality standards
Exercise good judgment and degree of confidentiality
Communicate with supervisor on problematic transactions or exceptions
Commerce graduates with good academic record
Good PC skills including Microsoft office products (Excel, Word, Power point, Access)
Good oral and written communications skills
Must be able to work under pressure & deadline driven environment
Able to grasp/learn concepts and procedures quickly
Ability to work independently
Problem solving skills
Good time management skills
Must be very detailed oriented and analytical
Analytical with ability to quickly assess situations and resolve complex issues

183

Client Service Support Specialist Resume Examples & Samples

Provide first level support of all inbound calls and e-mails
Accurate logging, ticketing and tracking on all calls and e-mails
Provide accurate, timely and professional resolution on all supported issues
Provide timely and professional follow-up on all calls and e-mails
Accurate escalation of tickets per department procedures
Efficient and accurate resolution on all assigned tickets
Timely and accurate completion of all assigned duties
Assist with other assigned tasks within the department
Fundamental knowledge of all Microsoft applications and various hardware technologies
Strong technical, analytical, communication and customer service skills
Ability to define and direct coordinated processes to provide high quality systems, communication infrastructure, and technology support to the enterprise
Strong understanding of all MS Server OS technologies used by Crowe and troubleshooting processes
Degree in CIS/MIS or related field experience is preferred
3-5 years previous related experience required
Customer service training/experience with relevant certifications is highly desirable
Ability to utilize coordinated processes to provide high quality systems, infrastructure, and technology support to the enterprise
General understanding of technologies and troubleshooting processes
Ability to work on Saturdays on a rotational basis; roughly four per year

184

Client Service Senior Associate Resume Examples & Samples

Maintain client profiles identifying account structures and products in use
Proactively review account analysis to look for ways to convert manual paper processes to paperless options
Conduct annual relationship reviews across your portfolio of clients
Monitor, review, and approve/decline client refunds/adjustments within established guidelines
Research, follow up, and resolve client inquiries/problems through interaction with clients, bankers, product partners, branch operations and other staff in a timely and professional manner
Facilitate the negotiation of core account and product documents as well as Blocked Account Agreements
Understand product enhancements and their impact on client base to better educate those clients that are impacted
Demonstrate a thorough understanding of each clients authorization structure and adhere to client and bank requirements when opening new accounts and implementing new products
Bachelor’s degree and minimum 10 years equivalent work experience or CTP certification and 10 years of equivalent work experience
Strong analytical, verbal, and written communication skills
Documented history of independent decision making and problem solving abilities
Strong presentation skills and professional image

185

Client Service Technician Resume Examples & Samples

Work with experienced field engineers on basic troubleshooting and service repair needs on designated equipment. Perform ‘First Look’ on at least one imaging or LCS modality. 2. Under supervision, evaluate basic, customer biomedical equipment issues and implement appropriate repairs, and as assigned, perform PM and safety/environmental inspections. 3. Learn to complete on-time and accurate Preventative Maintenance and Field Modification Instructions. Assist more experienced Field Engineers with equipment installation. 4. Maintain daily communications with customers as directed, to ensure resolution and proper follow-up, leading to strong customer relations and ongoing customer satisfaction. 5. Follow appropriate GE policies, procedures, hospital protocol, and completes necessary documentation. 6. Work as a member of local team to provide efficient service delivery to all accounts within the assigned area. 7. Effectively communicate and partner with teammates and colleagues. 8. Keep up to date on administrative responsibilities (e.g., maintaining customer service logs and internal service records in a timely manner, ordering repair parts, managing cycle times). 9. Utilize the GEHC escalation process, as needed, and work closely with region and national support to define and support implementation of corrective action plans to resolve customer issues in a timely manner. 10. Partner with the customer and recommend value-added services that will help the customer run their business more efficiently. 11. Keep up to date with competitor information and market trends
Associate’s or Bachelor’s degree in Electrical Engineering, Biomedical Engineering, Mechanical Engineering,
Experience interfacing with both internal team members and external customers as part of a solution based service process. 2. Experience diagnosing and repairing mechanical, electromechanical, and/or electronic equipment. 3. Experience troubleshooting and responding to customer concerns 4. Exhibit the mentality that customers determine our success. 5. Operate with efficiency and sense of urgency 6. Willingness to learn and adapt to changing environments. 7. Empower and inspire others. 8. Ability to deliver results in an uncertain environment, ability to multitask and prioritize

186

Client Service Technician Resume Examples & Samples

Troubleshoot, install, maintain, and service repair needs on designated equipment
Evaluate complex, customer biomedical equipment issues and implement appropriate repairs
Perform on-time and accurate planned maintenance (PM), Field Modification Instruction, and
Experience interfacing with both internal team members and external customers as part of a
Experience with Web applications and technological programs (e.g., IPad, Iphone Microsoft
Strong networking and interpersonal skills
Strong time management and organization skills and ability to juggle multiple responsibilities
Training and experience in multiple modalities
Exhibit the mentality that customers determine our success
Willingness to learn and adapt to changing environments
Ability to deliver results in an uncertain environment
Located near Customer site(s) and willing to travel to nearby sites

187

Client Service Technician Resume Examples & Samples

Evaluate progressively complex, customer biomedical equipment issues and implement appropriate repairs
Perform on-time and accurate planned maintenance (PM), Field Modification Instruction, and safety/environmental inspections
Own customer issues from dispatch or identification of issue to resolution
Maintain daily communication with customers to ensure resolution and proper follow-up, leading to customer satisfaction
Focus on customer needs and satisfaction, continuously building on and enhancing relationships with customers to become a perceived partner in their business who is able to recommend value-added services that will help the customer run their business more efficiently
Maintain daily communications with customers without direction
Follow as well as guide others as needed regarding appropriate GE policies, procedures, hospital protocol, and complete necessary documentation
Engage with other team members (including Remote Technical Engineers and Zone Service Engineers) to ensure they are aware of the status of all issues at all times for their designated customers
Understand and communicate business goals and objectives to the broader GE team servicing assigned customer
Keep up to date on administrative responsibilities (e.g., maintaining customer service logs and internal service records in a timely manner, ordering repair parts, managing cycle times)
Utilize the GEHC escalation process, as needed, and work closely with region and national support to define and support implementation of corrective action plans to resolve customer issues in a timely manner
Identify potential sales leads and participate in sales opportunities (e.g., contract renewals, assist with promoting and implementing of revenue programs)
Keep up to date with competitor information and market trends
Identify business opportunities for the organization
May include basic/refresher application training of clinical staff on designated equipment
Associate’s or Bachelor’s degree in Electrical Engineering, Biomedical Engineering, Mechanical Engineering, or related field and 2+ years of experience servicing electrical equipment; OR equivalent military education and 2+ years of experience servicing electrical equipment; OR High School Diploma/GED and 4+ years of experience servicing electrical equipment
Strong communication skills with the ability to communicate technical issues to the customer in an easy to understand manner
Experience with Web applications and technological programs (e.g., IPad, Iphone Microsoft Office Suite)
Capable of performing special physical requirements (e.g., able to lift, carry, push, pull up to 35 lbs unassisted; and frequently bend, stoop, twist, climb, crouch/squat, kneel/crawl, sit, stand for long periods of time; and reach at, above, below shoulder level; and flex/extend neck; and has good hand, finger dexterity and specific vision abilities including color, close vision, distance vision, peripheral vision, depth perception)
Must have and maintain a valid driver’s license
Strong clinical expertise and knowledge across all GEHC systems and equipment
Located near New Hampshire. Near Customer site(s) and willing to travel to nearby sites as needed

188

Client Service Technician Resume Examples & Samples

Guides other Biomeds and Field Engineers in all processes and helps them to identify and resolve complex issues
Level I trained on 2+ imaging modalities, Level II trained on at least 1 imaging modality
Maintain pro-active daily communication with customers to ensure resolution and proper follow-up, leading to customer satisfaction
Associate’s or Bachelor’s degree in Electrical Engineering, Biomedical Engineering, Mechanical Engineering, or related field and 4+ years of experience servicing electrical equipment; OR equivalent military education and 4+ years of experience servicing electrical equipment; OR High School Diploma/GED and 6+ years of experience servicing electrical equipment
Located near Customer site(s) and willing to travel outside of area as needed
Ability to work second shift (12-9pm)

189

CIB Client Service Manager VP-seoul 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
Focuses on accountability, action and outcomes to ensure solutions meet client needs while aligning business deliverables to the firm's mission and goals
Leadership or people management experience; held responsibilities in staff development and/or acting as senior escalation point within the team

190

CIB Ops-fx Etrading Client Service Resume Examples & Samples

Providing excellent customer service to all incoming client queries
Working with Front Office to enable clients to deal electronically
Help maintain our onboarding queues to meet SLAs determined by the business
Generate weekly MIS to provide to front office in regards to number of queries, new onboards, and trainings
Rapidly identify and remediate any client issues/queries raised by Front Office, Middle Office, Back Office and/or the client
Strong attention to detail
Self-starter, able to work proactively to achieve results
Strong communication skills both with internal and external parties
Strong team player
Highly-organized and efficient
Able to work in a high pressure environment
Proactive, confident and inquisitive, with ability to learn quickly
Process oriented, conscientious and methodical
Knowledge on how to effectively service clients
Knowledge of the FX business a plus

191

Private Bank Client Service & Fiduciary Control Practice Support Resume Examples & Samples

Business Resiliency Coordinator for businesses; prepare business impact analyses, business resiliency plans and other regulatory documents; conduct/coordinate periodic resiliency testing
Provide oversight to the business’ logical systems access team (AM Access Team)
Create and maintain access templates for all Client Service and Fiduciary roles
Centralized completion all systems access recertifications on behalf of practice managers
Perform quality control and monitoring of Regulation O accounts for compliance; provide same-day resolution of any issues
Identify process improvement opportunities including documenting and evaluating current reporting techniques and responsibilities
Process all infrastructure-related requests specific to the ECCS Call Center telephone platform for all Client Service hubs
Maintain multiple infrastructure tracking documents on a frequent basis
Monitor, maintain, and update the both the Avaya CMS and NICE applications – includes creation/deletion of user IDs, retrieval of voice recordings, and issue identification and resolution
Interpret policies and procedures for business staff, recommend solutions to employees on issues of procedural compliance; address issues of non-compliance with appropriate managers
Prepare and deliver scorecard presentations at management oversight meetings when required
Communicate changes to policies and procedures to staff
Assist with the review, testing and completion of the annual risk assessments with the business
Understand concepts of technological solutions for purposes of complying with applicable policy and federal regulations
Demonstrate a working knowledge of Regulation O, FINRA regulations, and basic knowledge of Dodd Frank
Adapt quickly to a constantly changing environment
Identify weaknesses, gaps, and opportunities for process, organizational, and technology improvements
Recommend improvements across all aspects of operating models - process efficiencies and technology enhancements
Develop communication materials including presentations, status updates, and other reports
Work collaboratively with team members and senior management in the development and implementation of control and infrastructure projects and/or initiatives
Assist from time to time with audit support activities
3-5 years of business analyst experience
2 years experience in a client service, fiduciary, or mid-office/operations group preferred
College degree or equivalent experience
Advanced proficiency with MS Office suite, including Access and Excel

192

Client Service Inquiry Team Leader Resume Examples & Samples

Responsible for the management, organization and co-ordination of the day to day work of the Client Service Associates within the Luxembourg Client Services Center to deliver the highest standard of service to clients, as well as to ensure service excellence, timeliness and accuracy in relation to assigned redemption and dividend payment tasks. Ensure the Center is adequately resourced by planning coverage effectively
Ensure that internal and external client inquiries are dealt with in accordance with the performance and service standards as laid down by ABIS. Personally deal with more complex inquiries including complaints, Know-Your-Customer, re-identification and inheritance cases, and various payment related matters
Maintain effective relationships with service colleagues, key stakeholders, AB authorized Financial Intermediaries, hard-to-reach-groups, AB’s partner banks, the wider AB community and other organizations to ensure the effective delivery of client services and payment execution
Challenge current methods of service delivery and work processes and identify, recommend and implement improvements. Keep up-to-date with industry best practices and trends to improve customer satisfaction and reduce costs
Maintain and develop a thorough and up-to-date working knowledge of AB Lux’ services including procedures, guidance and legislation. Implement any changes to procedures, business processes, technology, and those resulting from a need to keep up with changing legislation. Continually assess the effectiveness of the team and its processes, and make any necessary adjustments
Monitor and co-ordinate management information relating to the work of the teams. Critically analyze information, monitor performance and make recommendations for continuous improvement to meet targets. Prepare and present reports and management information relating to performance and any other aspect of the team’s work
Ensure that the employees achieve the required targets and standards according to plan. Monitor and report progress and performance, provide feedback and take appropriate corrective action. Ensure that personal targets and deadlines are met
Motivate, coach, train, and formally appraise team members to set performance standards, recognize achievements and deal with performance issues

193

Associate, Client Service Resume Examples & Samples

Generate a large volume of standard and custom weekly, monthly and quarterly reports to institutional clients, consultants and service providers
Provide performance data and prepare analytical material used during client reviews and presentations
Provide quality control for client reports and requests and support day-to-day activities
Responsible for completing due diligence and client questionnaires
Database maintenance and compilation of business statistics
Maintenance of client responses in the RFP database (Qvidian)
Production of presentation materials
Provide assistance to senior members of the team where necessary
Bachelor's degree with a 3.0 GPA or higher
Able to work equally well in a team environment and independently
Strong computer skills (Excel and Word) with the ability to learn programs as needed

194

Client Service Administrative Assistant Resume Examples & Samples

Bachelor's degree in business or finance preferred, or equivalent industry experience
Minimum 2-3 years financial services industry experience, preferably in a broker/dealer or registered investment advisor environment
Proficient with Microsoft Windows and Office
Dependable/punctual
Ability to work in a team environment is essential
Ability to work independently on assigned tasks, as well as to accept direction on given assignments

195

Client Service Data Analyst Resume Examples & Samples

Responsible for the analysis and research of a set of mutual funds, primarily focused on fund performance and portfolio characteristics, such as attribution, holdings and sector weights
Support client service and business development efforts for institutional clients and consultants
Complete selected Requests for Proposals (RFP), Requests for Information (RFI), due diligence requests, and adhoc requests for mutual fund products
Crafts thorough and professional responses to client inquiries in collaboration with subject matter experts within the firm
Continuously maintains and updates internal response database
Produces and distributes institutional client reporting packages, including attribution, assets, holdings, performance and fund characteristics
Works closely with subadvised partners to regularly update investment strategy presentations
Develops strong working relationships with internal parties such as sales, marketing, product specialists, legal and compliance resources
Develops solutions to improve quality and efficiency of overall proposals and database production processes
Support strategic initiatives of the business with involvement in various projects requiring competitor analysis and research using a range of internal and external resources
Become an expert user with financial software such as Morningstar Direct, FactSet and PMAPS
Other projects as assigned
At least 3+ years experience in Financial Services
Knowledge of investments and investment concepts
Bachelors Degree in Finance, Accounting or Economics
Ability to work through complex problems with attention to detail
Possess leadership qualities and ability to work with a team
Strong working knowledge of MS Office and other financial databases
Experience coordinating projects across different levels and teams within an organization
Strong project management and organizational skills
Convey information clearly and effectively through both verbal and written communication
Ability to work in a fast paced, high energy environment while successfully multi-tasking and meeting team deadlines

196

Client Service & Support Specialist Ratings Delivery Service Resume Examples & Samples

Provide expertise to respond to and resolve all Client inquiries related to the RDS product suite
Understand and explain database issues on a conceptual, intuitive, and practical level
Provide in-depth education and assistance on product features, functionality, implementation
Support clients on the use of our product suite in a courteous, professional, accurate and timely manner via web, email, telephone, and in person
Identify, capture and channel client feedback on product features and functionality for Product Management and/or sales where appropriate
Track all client information using the CRM system
Provide constructive feedback to the sales team regarding client needs and opportunities
Escalate product issues effectively and in a timely manner
Provide regular training to the Client Service team on RDS product Suite
Develop excellent working relationships with colleagues within Client Service and in the broader organization
Undergraduate or graduate degree with an emphasis in Finance, Accounting, Engineering, Mathematics, Statistics, or Computer Science
2 years work experience in a Client Support Role
Strong customer orientation demonstrating initiative and an eagerness to excel and be a part of
A dynamic, fast growing team
Strong knowledge of Windows based software (Excel, Access, Word, etc.)
Database knowledge (MS SQL Server/Oracle)
Demonstrated creativity, flexibility, enthusiasm and willingness to learn
Expected Level of Performance: the Support Specialist level, the goal is to build the skills and content of the position and become increasingly independent in the daily responsibilities
Develop the skills and knowledge to support each product within his/her area of responsibility
Learns team processes and appropriate application of judgment in escalating client issues to the next level
Develops understanding of the needs of Moody’s Analytics clients and receives guidance on how to meet them

197

Client Service & Support Engineer Resume Examples & Samples

Ensure our products, financial models, and technology is used effectively and appropriately to add value to our clients' businesses
Provide thorough quantitative and conceptual solutions to our wide range of clients
Provide in-depth education and assistance on product features, functionality, implementation, and installation
Develop excellent working relationships with colleagues within Client Service and in the broader organization
Provide constructive feedback to the sales and training groups regarding client needs and opportunities
Identify, capture, and channel client feedback on product features and functionality to our Product Managers
On-site product use training
Manage and escalate requests appropriately while maintaining ownership of client interaction and delivery of solution
Track all client information using the Client Relationship Management system
Bachelor's degree (or equivalent) concentration in computer science, finance, or accounting a plus
Good working knowledge of fixed income securities or finance
Advanced knowledge of Excel and/or SQL are advantageous
Advanced knowledge in using financial technology and database administration
Strong analytical problem solving skills are required
Strong customer service skills, an eagerness to excel and be a part of a dynamic, fast growing team
Demonstrated creativity, flexibility, enthusiasm and willingness to learn
This position requires the individual to be available to provide periodic evening and weekend on call support in line with business needs

198

Technical Client Service Resume Examples & Samples

Work with a team of technical analysts and provide support via phone, email and ticket tracking system
Monitor alerts , status of servers, jobs execution in Unix/Linux and Windows environment
Primarily coordinates with various IT teams and Consultants in monitoring, identifying and resolving client issues/requests
Converting and loading client portfolios in the application
Proactively implementing custom/workaround solutions to meet client expectations
Conducting product API demos and presenting analytical coding directly to prospects
Training prospects during the trial phase on the technical side and educating prospects on how they can utilize MSCI Risk and Performance tools to meet their business requirements
Provide technical assistance and training to technical analysts at client side
Liaison/Training with backup teams in other geographical locations to provide continuity of service in the event of local issues
Must have a Bachelor's Degree in Computer Science, Engineering, and other related courses, with more than 7 years of experience in an Operations support role
Experience in Incident and Escalation Management
Excellent communication skills with experience in both internal & external client communications
Strong analytical and problem solving decision making skills
Knowledge and experience in supporting clients on hosted web solutions is required
Knowledge and experience in Java, .NET, SQL, RDBMS technologies
Knowledge in scripting and batching languages, to include at least one of the following (Perl, VBA, WSH/vbScript )
Familiar with analyzing log files and experience with Splunk (a strong plus)
Additional qualifications in CFA (US) and/or FRM would be a plus, for candidates looking for rapid career development

199

Client Service Sales Account Manager Resume Examples & Samples

Background in complex, consultative selling in Service Provider accounts
Relationships with major Service Provider decision makers or demonstrated ability to create them
Intimate knowledge of Service Provider customer network and operational makeup
Background in relevant Service Provider solutions including Data & IP Networking, DataCenter and OSS/PSS systems
Grasp of strategy as set by AS service and Hardware sales teams regarding market share and new builds
Strong grasp of specific Service Provider business processes and timelines
Demonstrated ability to build trust, attention to detail and patience with processes required
Candidate must currently reside in the Denver, CO or Dallas, TX metropolitan areas
5-10+ years technology solution sales or business services consulting
BS or BA or equivalent work experience required

200

SAP Client Service Manager Resume Examples & Samples

Requires strong experience with Microsoft Exchange including 2010 & 2013
Must have in-depth knowledge of Microsoft Exchange, Active Directory Design, Configuration & Integration and good understanding of SharePoint 2010
Must understand how SAN storage, DAG is configured for a messaging solution
Knowledge of programming principles and command of VBscript, PERL and/or Windows shell scripting is desired
Strong capabilities to test Microsoft hot fixes and service packs
Broad knowledge of MS Windows, Networking & Firewalls is a must; experience in UNIX and Enterprise Applications will be a plus

201

Healthcare Client Service Lead Resume Examples & Samples

Responsible for profitability of assigned local accounts (revenue and utilization goals)
Maintains awareness of industry best practices and business levers for a particular client list and understands how Slalom Practice Areas interact
Assigns tasks when resources are between projects
Facilitates client satisfaction surveys (where applicable)
Responsible for staffing and utilization of team
Support recruiting and onboarding of new employees

202

Financial Client Service Partner Resume Examples & Samples

Billable utilization range of 50-80% across a small cluster of accounts
Direct Revenue responsibility of $2-5MM
Identifies opportunities for growth/maturation of Slalom Offerings, and sets the direction for that growth
Drives business development with the proper information (creation of SOW), tools and subject matter expertise to sell engagements within the offering
Develops and delivers best practices, delivery templates, POV papers
Obtains and maintains certification where appropriate (CSM, PMP, ITIL, Prosci etc)
Maintains awareness of industry best practices and business levers for a particular client list and understands how Slalom Practice Areas interact
Assigns tasks when resources are between projects
Manage team of 2-6 Consultants
Support Recruiting & onboarding of new employees
7-12 years prior consulting experience from Big 4/Big 5 firms
Expert project delivery including all aspects of program/project management

203

Client Service Technician Resume Examples & Samples

Work with experienced field engineers on basic troubleshooting and service repair needs on designated equipment. Perform ‘First Look’ on at least one imaging or LCS modality
Under supervision, evaluate basic, customer biomedical equipment issues and implement appropriate repairs, and as assigned, perform PM and safety/environmental inspections
Learn to complete on-time and accurate Preventative Maintenance and Field Modification Instructions. Assist more experienced Field Engineers with equipment installation
Follow appropriate GE policies, procedures, hospital protocol, and completes necessary documentation
Partner with the customer and recommend value-added services that will help the customer run their business more efficiently
Associate’s or Bachelor’s degree in Electrical Engineering, Biomedical Engineering, Mechanical Engineering, or related field; OR equivalent military education; OR participant in the formal GEHC Biomed/FE Services Internship or Military Externship program; OR High School Diploma/GED and 2+ years of experience servicing electrical, electronics, IT or mechanical equipment
Experience with Web applications as well as Microsoft suite of products
Special Physical Requirements: Candidate must be able to lift, carry, push, and pull up to 35 lbs. unassisted and frequently bend, stoop, twist, climb, crouch/squat, kneel/crawl, sit and stand for long periods of time. Candidate must also be able to reach at, above and below shoulder level, flex/extend neck and have good hand and finger dexterity. Specific vision abilities required by this job may include color, close vision, distance vision, peripheral vision and depth perception
Must have and maintain a valid Driver’s License
Ability to deliver results in an uncertain environment, ability to multitask and prioritize

204

Trade Finance Client Service Resume Examples & Samples

Maintaining a portfolio of premium trade finance clients and acting as the main point of contact for client needs
Receiving enquiries and taking responsibility for responding immediately, or arranging am appropriate hand over to the operational unit, ensuring follow ups where necessary, as well as keeping the client informed at all stages of the transaction
Meeting with clients to conduct service reviews providing feedback to/from stakeholders
Working closely with Trade Finance Sales and Operations, to provide an enhanced customer experience and to ensure that Service Level Agreements (SLA’s) are met
Participating in regular review meetings
Identifying potential leads and cross selling opportunities, in order to maximise revenue return from clients
Providing structuring and advisory for Letters Credit, Guarantees/Standby Letters of Credit reaching out to Credit and Legal as appropriate
Assisting with monthly reporting and corporate governance
Maintaining and monitoring the electronic database of client enquiries and business leads
Reviewing and implementing Trade Finance documentation support
Relevant Trade Finance experience, with knowledge of the key International Chamber of Commerce (ICC) rules
A track record of successfully servicing a demanding client base against SLA's
Excellent organisation/prioritisation skills
The ability to work well under pressure in a small team and meet deadlines whilst maintaining a high level of accuracy
Able to demonstrate initiative and provide ideas/solutions, on how to tackle problems/issues arising
Good Information Technology skills with Microsoft office applications
Educated to A level standard (or equivalent) together with GCSE’s (or equivalent) in Math and English
Certified Documentary Credit Specialist (CDCS)/Certificate of International Trade Finance (CITF) (beneficial)

205

Client Service Desk Specialist Resume Examples & Samples

Log all calls/issues in the Client Services Desk tracking system along with resolutions
Maintain Client Services Desk metrics and provide reports to management
Proven ability to function with minimal direction in completing the responsibilities of position
Strong organizational skills with the ability to prioritize and multi-task various and conflicting responsibilities
Ability to lift 50 lbs
Bachelor’s degree in computer science/engineering discipline or business discipline with applied information technology training or Associate’s degree with 3 years of business experience
Oracle experience
Previous experiences on an Information Systems Help Desk

206

Client Service & Marketing Manager Resume Examples & Samples

Minimum of 5+ years of asset management marketing, client management of sales experience
Excellent listening and analytical skills with clients, internal and external
Evidence of working closely with other teams to influence colleagues at all levels of the business
Strong written and oral communication skills – clear and organized thinking, an engaging personal style
Strong interpersonal skills - high energy, creative, enthusiastic, results oriented, motivated
Professional team player
Detail oriented, eager to learn and to remain current with evolving investment techniques and changing markets
Impeccable character and reputation
Commitment to excellence
Good relationship building skills - creativity, patience and persistence in identifying and pursuing new relationships as well as maintaining and deepening existing relationships over the long term
Solid understanding of the institutional business and client base and good knowledge of the asset management business
Appreciation of Investment Management industry sales processes / business methodologies
Knowledge of Industry trends and understanding of the US regulatory environment
Competitor knowledge, including strengths and weaknesses and product range a plus

207

Client Service Bid Analyst Resume Examples & Samples

Attain/exceed customer satisfaction metrics, customer engagement objectives
Ensure continuous clutching / collaboration with the relevant organizations in order to deliver a unified customer experience
Deliver customer-accepted accurate requirements that drive quality on-time and on-budget projects
Must have a successful customer engagement record
PMI Certification or approved equivalent preferred
Ability to understand the business and technical solutions

208

Client Service Team Leader Resume Examples & Samples

An aptitude for process and people management
Proven experience working in a servicing role within the Financial Services sector (Wealth management experience preferred)
Demonstrates extensive knowledge of all IPB banking systems, platforms and capabilities
A Solid knowledge of banks products and regulatory requirements is a must
Fluency in spoken and written English, other languages is an advantage
Ability to cope with ambiguity and change – high adaptability
Ability to challenge status quo and continuously optimise processes and tasks in own area of responsibility
Pro-active, initiative and driven
Preferably university graduate
Citi certified – already acquired or willing to be certified within 3 months of joining
External investment certifications recognised by the JFSC (e.g. IAD1 as a minimum)

209

SAP Client Service Project Manager Resume Examples & Samples

Responsible for analyzing operational performance and championing people, process and technology enhancements to drive improved performance
Dedicated to focusing on process improvement, call trend analysis, customer segmentation, knowledge base management and working with the client's development team on new product launches/support processes, optimizing the client's order-to-cash (“OTC”) processes, applying LEAN methodologies to improve Client and Supplier processes
Execute defined processes, maintaining high levels of customer experience, and complying with regulatory and audit requirements
Knowledgeable in process excellence, OTC processes generally, how to take processes and make them effective (in reducing the number of touches and throughput drag), and how to create scalable solutions (instead of point solutions)
Motivate personnel to focus on business results and process customer objectives
Partner with client and supplier process teams to ensure that customer requirements and expectations are identified and that the operation is meeting or exceeding these expectations
Bachelors degree from an accredited university or college with major course work in business, engineering, information technology, statistics or a related field
Considerable experience (2 – 4 years) in Teleservices Operations environment
Experience (5+ years in project management/client management and familiarity with contact center technology solutions/applications and SAP environment
Excellent interpersonal, written and oral communications and organizational skills
Project management skills with ability to manage numerous programs requiring extreme attention to detail
Flexibility and versatility in problem analysis and resolution
Ability to travel domestically
Ability to handle conflict and achieve buy-in

210

Client Service Senior Manager Resume Examples & Samples

Provide functional management of teleservices program ensuring Client retention, satisfaction and growth of existing Accounts
Builds and maintains positive relationships with clients and all internal departments to deliver service as outlined in the program objectives
Develops and maintains relationships as a point of Client contact for internal and external information
Serve as one of the points of contact for client and act as client advocate
Offer Alorica solutions to enhance Client performance, expand the services provided by Alorica and grow account revenue
Work with Operations to document business requirements, KPIs/metrics and program set-up features to meet client's specifications
Conduct daily/regular internal meetings to review Teleservices performance
Manage contract negotiations and contract administration for Client relationships
Identify and communicate processes to continually enhance the quality of services to clients as well as improvements to productivity and business/client financial goals
Prepare and review client invoices for accuracy and assure billing accuracy/integrity
Manage start up of new program campaigns or expansion of client work

211

Operations Client Service Support Resume Examples & Samples

Provide additional explanation and apply additional information in order to re-evaluate the validity of the overpayment or account posting
As assigned, interpret client's provider contracts and plan provisions to recalculate claims to accurately re-establish the amount of the overpayment providing additional information to recovery employees for resolution of the corrected claim or account
Contact clients by phone or email if unable to use system access to obtain needed information
Receive claim or account escalations and obtain information from clients to provide designated employees with adequate information to resolve or escalate account
Review payments received and apply appropriate amount to account, ensuring client has approved amount that is posted
Provide high level reporting and analysis regarding client data to be used by management
Maintain good relationships with client contacts as well as areas of support
Address client's inquiries through various forms of communication (e.g., phone, email, etc.) according to established policies and procedures, escalating inquiries as needed to a supervisor
Minimum one year experience in health insurance, claims processing, insurance billing, or medical billing required

212

Hosted Client Service Manager Resume Examples & Samples

Support assigned Hosted Solutions Regional Sales Managers in attracting and retaining prospects and clients
Two years account management experience desired
Two years of post-sale implementation experience or exposure to said processes preferred
Established history in restaurant operations, franchise sales and/or in a POS vendor environment preferred
Ability to multi-task; high energy; strong sense of ownership; strong sense of urgency; ability to improvise
Balanced ability to dive into details and think strategically
Ability to respond in a crisis
General computer skills required; Microsoft Word/Excel proficiency
Ability to get up to speed quickly with proprietary applications and emerging technology
Strong interpersonal skills at all levels to include internal and external communications
Excellent ability to work cross-functionally through different areas of the organization
Technology and implementation experience a plus

213

Technical Client Service & Support Agent Resume Examples & Samples

This position does not require management of staff
Contribute directly to the Permanent Operational Control device: by applying the procedures, carrying out monitoring and alerting superiors to any malfunction/issues
Perform registration, maintenance and support tasks for the Electronic Banking Suite of products offered by BNP Paribas
4 years’ work experience in the field of banking operations/client service or in the field of Client Management
Experience in legal documentation and/or project management would be considered a strong asset
Attentive listener and detail oriented
Highly effective communicator, written and oral, with good interpersonal skills

214

Client Service Analytics Temp Resume Examples & Samples

Open to graduates preferably with majors in math, statistics, economics, finance, or IT; new graduates will be also considered
No relevant experience is required but strong interest in investment finance is desired
Possesses strong analytic, quantitative, and problem solving skills
Must be technology savvy and
Past experience in client facing servicing capacity (via email and phone) is a plus
Past experience in serving external financial institutional clients is a plus
Track record of excelling in an environment of ambiguity by quickly adapting behavior and work methods to adjust to multiple demands and shifting priorities

215

Technical Lead Client Service Process & Implementation Resume Examples & Samples

Interacts daily with clients and other IS support personnel to deliver technical support and solutions
Responsible for researching recommended new technology as it may impact the user community and provide guidance to prevent adverse impact to other IS staff and/or users groups as needed
Accountable for meeting established Service Support service level agreements and maintaining the appropriate level of communication with the client and Service Support staff
Develops deeper knowledge in one or more subject matter areas and provides technical support and advice to other IS staff
Availability during non-business hours may be required
Must be a strong problem solver with the ability to work in a highly collaborative environment
Strong work ethic with the ability to multi task high impact issues
Skilled in general IS technologies such as, Networking, Systems & Storage, Exchange, AD
Familiar with general office productivity tools such as, MS Office suite, Adobe, etc…
Experienced and knowledge of Project management concepts and techniques
Chronic Problem Identification and Resolution: chronic issues will be assigned to this technical to resolve high impact or recurring issues in the environment
Process Improvement Analysis: work with Service Support Manager to identify process improvement opportunities
Support Services Initiative Planning and Implementation: work with Service Support Manager to identify technology improvement
Operational Readiness and Implementation Services: turning up new services or new support responsibilities. This team will engage with ongoing project teams at the appropriate time to develop and document new support process and procedure that will be required to support new system or service being brought online
Firm Wide End User Liaison: work with OS -Office Managers, Business Relationship Managers to develop process to understand end user satisfaction and support needs. Develop quarterly communication feedback loop channel. Develop methodology and communication Mechanism to leverage and encourage usage of new technology throughout
Fundamental knowledge of software and hardware technologies
Strong technical, analytical, communication and customer service skills
Ability to define and direct coordinated processes to provide high quality systems, communication infrastructure, and technology support to the enterprise
Strong understanding of all MS Server OS technologies used by Crowe and troubleshooting processes
High School diploma required; Two-year degree in CIS/MIS or related field experience and/or equivalent training and certifications is preferred
3-5 years previous related experience required
Customer service training/experience with relevant certifications is highly desirable
Ability to utilize coordinated processes to provide high quality systems, communication infrastructure, and technology support to the enterprise
General understanding of technologies and troubleshooting processes
Ability to work various shifts as needed including evenings and weekends

216

Client Service Lead Analyst Resume Examples & Samples

Identify Citi resources outside Prime Finance required by client and facilitate engagement with other areas of the firm
Trade booking: Monitor clients trading activity and book trades to the client’s account where necessary
Cash payments: Process and approve cash payments initiated on behalf of our clients, ensuring all firm requirements are satisfied prior to making the payment
Work closely with other areas within Operations to resolve trade break related issues
A minimum of 5 years of professional experience in a client facing role is not required but preferred
Good understanding of financial products and global trade settlement processes
Excellent awareness of client service and expectations
Strong communication skills with an ability to interact effectively at all levels

217

CIB Client Service Manager Associate Resume Examples & Samples

Work location: Jeonju
Minimum 4-8 years of experience in financial services industry (Custody Business and/or portfolio servicing environment would be a plus but not a must)
Leadership or people management experience; held responsibilities in staff development and/or acting as senior escalation point within the team
Must be fluent in Korean and English

218

Director, Client Service Resume Examples & Samples

Identify revenue opportunities (especially linked to new brand strategy and communications) and recommend actionable strategies for growth
Develop strong client relationships with two key existing clients and provide expert advice to support their decision making
Inspire the team, whilst managing and developing their client relationship management skills and expertise
Be fully accountable for new client proposals; pitching these alongside the Director of the Brand Strategy and Communications team (i.e. the team lead)

219

Senior Account Mgr Client Service Resume Examples & Samples

Servicing of products that contributes to the continued growth, profitability, enhancing customer retention and new business opportunities
Responsible for and ownership of all customer service results
Investigates, researches, and resolves issues presented by the client and or AMT members and analyze trends, develop customer specific solutions in collaboration with cross-functional teams
Triage and apply critical thinking skills to trouble shoot client issues providing timely resolution and determining root cause
Ensures seamless, complete, and accurate Health Fair and Open Enrollment activity including staffing, order materials, assisting in creating customer specific presentations
Fills in for the SCE when needed in an emergency and when it’s appropriate
Actively maintains professional and technical knowledge by reading internal communications, attending educational workshops / training and reviewing industry related publications
3+ years of sales or account mgt experience in the insurance industry required

220

Senior Account Mgt Client Service Resume Examples & Samples

Serves as the operational manager for administrative services for the most complex National Accounts customers
Oversees completion of internal tasks such as BAR submissions, implement new products, and initiatives, such as Telehealth, creating CSP, etc
Strong partnership with SCE to ensure success of AMT process and customer satisfaction, attend client meetings for renewal planning, finalist meetings
Deliver superior service thereby enhancing UHC’s reputation in the industry
Manages and meets internal metrics and client goals, measure and report on the quality of service that the business delivers to its clients
3+ years of sales and/or account mgt experienced focused in the insurance industry required
Extensive knowledge of internal process and resources (claims, eligibility, accounting, contract, underwriting)
Proven relationship skills
Proven strong organizational and project management skills
Ability to travel up to 20-25% of the time

221

Client Service Data Manager Resume Examples & Samples

Coordinating marketing information with all business units including private equity, public securities, and debt for U.S., European, and Asian products
Respond to and update information including consultant requests, industry publications, client updates, marketing materials, and Requests for Proposal (RFP) for prospective clients
Work closely with global sales team, providing data and analytical support
Researching and analyzing competitors and preferred benchmarks
Tracking assets under management for the firm, including acquisitions and dispositions
Updating and maintaining numerous performance track records for the firm
Tracking all firm-wide information such as clients gained and lost, capital raised and invested
Provide CEO with information presented at annual investor and employee meetings
Manage the monthly and quarterly database update process for all Heitman products
Interfacing with Heitman compliance personnel in order to complete annual filings and assist on SEC audits and internal audits
Preparing weekly, monthly and quarterly reports for parent company
Special projects related to all areas of the firm
3-5 years of experience in Financial Analysis, Accounting or related field
Bachelor’s in Accounting required
Real estate industry experience highly preferred
Strong writing skills
Understanding of performance measurement methodologies and accounting principles for both private and public real estate investments
Proficiency in Microsoft Excel, Word, and Power Point

222

Client Service Global Trade Analyst Resume Examples & Samples

Bachelor's Degree in a related field (i.e. Finance, Accounting, Business, Economics) and/or equivalent work experience with a graduation date of December 2016 - June 2017 preferred, as start dates will be January, June, or September 2017
Basic securities industry knowledge is preferred
Organizational skills with a high attention to detail to manage conflicting priorities and multi-task functions in a fast-paced team environment
Strong analytical and problem solving skills are required to research and resolve inquiries/issues
Strong communication skills are required to facilitate the flow of information back and forth between clients, underlying investors, internal partners, and interested 3rd parties
Successful candidates are self-motivated individuals, who work with a sense of urgency and are able to handle multiple responsibilities in a fast paced, client focused, deadline oriented environment
Ability to adapt to and take ownership of change
Self-directed, energetic, intellectually curious
Willingness to simultaneously work on projects serving multiple constituents

223

Client Service / Administrative Associate Resume Examples & Samples

Support Client Services – duties to include: update project guides, organize client file structure, manage and maintain client documentation, client communications
Support the Partner - duties to include: organizing travel, managing office calendars, creating, printing and binding presentation materials
Support the Firm – duties to include: Assisting on projects and following-up on results when requested, facilitating inter office communication and requests for materials and information
Office Reception – duties to include, serving as first point of contact for guests and visitors, coordinating conference room reservations, meeting invitations and preparations, updating visitor log for guest security clearance, and administering parking validations as necessary
Office Operations and Administration -duties to include: filing, faxing, answering phones, meeting coordination, ordering supplies, operations support, and mailings, managing timesheets and time off requests, completing and submitting expense reports
Strong verbal and written communication skills with professional presentation. This position requires the incumbent to clearly communicate with colleagues in the LA office, as well as HPM Partners nationwide
Excel at managing priorities and multitasking while remaining focused and detail oriented
Open to direction and managing multiple working styles with a commitment to get the job done
Exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision
Excellent computer skills and knowledge of office software packages (Word, Excel and Power Point) is required
Experience with client service and/or regular client contact with a proactive customer service approach
Spanish and/or Mandarin language skills a plus
2-3 years office or assistant experience a plus

224

Client Service Accountant Resume Examples & Samples

Establish and maintain effective internal and external customer relationships
Learn and maintain time and billing software ensuring accurate tracking of revenue and job costs, as well as accurate client billing
Learn month-end tasks including balancing WIP accounts, completion of account reconciliations, and revenue recognition criteria
Learn to create and maintain spreadsheets for client monthly/yearly activity and on-line budgeting tool (Biz Pages)
Learn and maintain accounts receivable and billing procedures
Contact client’s accounts payable contact and team leads regarding past due invoices. Prepare weekly aging and corresponding analyses for senior management
Ad hoc client reporting and audit requests. Participate in cross-training with peers on client billing processes
Inter-company invoicing, ensuring costs are captured appropriately and reconciled
Special projects as directed by manager
Qualified applicants will have a strong customer service orientation, be open to ongoing change and can thrive in a fast paced team environment
Proficient with Microsoft Office (Microsoft Excel, Word, Outlook)
Strong desire and willingness to learn and grow

225

Team Lead, Client Service Resume Examples & Samples

Dynamic woking enviroment
Excellence opportunity to be part of a grawing business
Contribute to super regional goal

226

Head of Commercial Banking Client Service Resume Examples & Samples

The role is a key part of the country COO Function and is responsible for driving implementation of the country strategy in line with that of Global CMB by coordinating activities across local teams and engaging other key stakeholders
Sophisticated understanding of the financial and commercial drivers key to strategic decision making
Knowledge of the Bank’s structures, products and services
Strong appreciation of all areas of risk management and processes
Awareness of the changing economic, social and regulatory environment
Proven track record in a client focused environment
Experience in running an Operations environment
Proven experience in identifying and managing the risks, issues and dependencies related to complex projects
Experience acting as an agent of change in cultural, operational, and process design environments
Ideally, experience in the Commercial or Corporate Banking environment
Ability to think broadly and strategically rather than focus on short term, local challenges
Ability to translate Group strategy into a strategic vision for the region and to plot a route map for the business to deliver through greater connectivity across customer groups and geographies
Aptitude for authentically engaging a diverse group of stakeholders to deliver at pace
The ability to manage upwards, as well as downwards, with an aptitude for influencing decisions
Experience in both running and truly leading a team, as opposed to simple line management
Strengthen the understanding of risk management by incorporating risk considerations in all activities
Politically savvy and able to form collaborative working arrangements with peers
Comfortable in initiating and willing to challenge the status quo
Garners support for transformational business goals
Comfortable with ambiguity and able to navigate through and deliver in changing strategic and commercial contexts
Ambitious for self and team and passionate about people development to stretch their outlook, build capability and elevate their performance ambitions
Highly developed planning and organizational skills
Honed analytical skills, with a strong emphasis on problem solving and strategic thinking
Adaptable, flexible, with a self-initiated approach to change and developing market demands and opportunities

227

Asset Management, Gwm-client Service Resume Examples & Samples

Provide high quality service to Private Banking clients
Identify cross-sell opportunities, and escalate to bankers and product partners in order to close or provide advice to the client
Participate in special projects as assigned by Team Manager
Coordinate and follow through on client requests for products and services
Minimum of Bachelor's degree or equivalent financial qualifications

228

Client Service Resume Examples & Samples

Bachelor's degree, or equivalent work experience
Five to eight years of experience in regulatory compliance activities
Advanced knowledge of government and regulatory laws and regulations
Thorough knowledge of U.S. Bancorp operations, policies and procedures
Excellent verbal and written communication skills
Ability to research and manage multiple projects and deadlines simultaneously
Strong presentation skills

229

Client Service Team Leader Resume Examples & Samples

3-5 years’ health & benefits experience preferred
3-5 years experience in data analysis and development of technical specifications, HRIS systems, or Benefits Administration preferred
Excellent customer service, specifically client interactions
Excellent verbal and written communication skills; ability to present complex issues/data with a high level of clarity and impact
Strong organizational ability; including ability to prioritize tasks and handle multiple tasks simultaneously in a changing work environment
Proficient with Microsoft Excel
Experience with Microsoft Word, PowerPoint, and Outlook

230

Client Service Program Manager Resume Examples & Samples

Bachelor’s degree from an accredited university or college with major course work in business, marketing, communications, retail management, a related field; In lieu of Bachelor’s degree, a combination of work experience and education may be considered
Master’s Degree a Plus
Previous experience (1 year +) in Project/Program Management type function
Previous experience (1 year +) in Client Management
Familiarity or experience in Contact Center Technology, Operations or Applications a Plus
Expert Microsoft Office Skills (Word, Excel, and Powerpoint)
Microsoft Project and/or Visio Experience a plus
Excellent interpersonal, written and oral communications and organizational skills
Ability to effectively communicate with various levels of management (both internally and client facing)
Flexibility and versatility in problem analysis and resolution
Ability to work outside of normal business hours, as necessary, to meet client expectations

231

FC Client Service Representatve Resume Examples & Samples

Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
A minimum of six months experience with cross-selling, up-selling and/or referring products
Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
Ability to sell customers on meeting with a sales associate to learn about products/services
Ability to respond and assist customers with inquiries and/or problem resolution
Ability to work effectively as a team member
Strong communication skills (including verbal and non-verbal) and active listening skills
Careful attention to detail and time management
Proficiency in basic computer skills
Pass pre-employment assessment
Minimum of six months cash handling experience

232

Senior Analyst, Client Service Resume Examples & Samples

Advocate for a controlled work environment through the comprehension and execution of standard desktop procedures
Can work effectively both as a team member as well as an independent self-motivated individual
Knowledge share and coach / cross-train on other functions leveraging the FTD list
Research and resolve complex problems within established guidelines
Able to mentor and coach junior level employees
With limited management assistance, able to identify opportunities for improvement within existing technology applications while acting as a liaison with Partner areas to drive resolution
Able to multi-task
Analytical and problem solving skills- able to present complex analysis or recommendations in a clear and concise manner
Able to facilitate collaborative discussions while driving consensus and action
A college or university degree and/or 2-4+ years of relevant work experience
May be in final stages of studying for relevant professional qualification or accreditation

233

Client Service Owner Resume Examples & Samples

As a member of the Service Reliability team, you will be responsible for ensuring our internal and external Loyalty customers are supported post production. You will manage issues reported by clients (Issuers), vendors or internal TSYS teams that are affecting production and will be responsible for researching and resolving issues, identifying opportunities for process improvements, documenting root cause and communicating resolution to all impacted stakeholders
Ensure timely and accurate resolution of production issues. This requires you to conduct research, identify and coordinate work activity between stakeholders in a matrixed organization and manage the lifecycle of the issue until resolved
Manage the resolution communication including internal documentation on changes made, updating call center / helpdesk tickets, communicating with clients and preparing customer facing assessments of high severity issues
Experience working with one or more programming languages (SQL, C++, Java, Linux) is a plus. Familiarity with Oracle, SQL Server, or other major relational databases, as well as understanding stored procedures preferred
Extensive knowledge of web-based applications, web browser functionality, and web practices
Ability to work in and lead teams in a fast-paced technology business
Analytical thinker with outstanding problem solving skills
SQL knowledge
Excellent technical skills and business acumen related to file handling/processing, databases, loyalty programs, credit card processing
Strong communication skills, both written and verbal, as well as strong relationship collaboration and organizational skills
Knowledge of software, testing methodology
Team player with the ability to lead teams In a matrixed organization
Experience working with external clients
Experience using Hyperion or other reporting solutions
Knowledge of loyalty rewards liability management and reconciliation
Experience with redemption fulfillment and fraud management
Credit card issuing or processing experience
Basic knowledge of EBCIDC / ASCII formats
Familiarity with Oracle databases
Previous experience working in a production support role

234

Analyst, Marketing & Client Service Resume Examples & Samples

Work with the Portfolio Managers and Distribution to develop marketing presentations and handle ongoing queries from existing and potential investors
Respond to client requests in a professional, timely and effective manner
Manage and lead Request for Proposal (RFP) process on behalf of the Commodities Team
Write market commentary and press releases
Create standard and custom client reporting in Microsoft PowerPoint, Word, Excel and Publisher
Assist in market strategy, business development, and investor relations
Liaise with AM Marketing, Legal & Compliance, Risk Department and Middle Office Oversight team on various projects
Support all other marketing efforts of the Portfolio Managers and senior product specialist to deliver the capabilities of the Commodities Team
1+ years in a Marketing, Sales or Investment Research role
Proficiency in Microsoft Office PowerPoint, Excel, Publisher and Bloomberg
Ability to multi-task and thrive in a fast-paced, deadline-driven environment
Outstanding organizational skills and ability to prioritize between high level projects
Commodity industry experience or market knowledge preferred
Proactive Approach: Shows drive, passion, works persistently through obstacles to create positive impact and value for the bank. Approaches situations with an entrepreneurial perspective
Principled Behavior: High integrity, maintains confidentiality at all times. Fully complies with the code of conduct; acts responsibly protecting the reputation of the bank and mitigating controlling risks
Partnership: Takes visible responsibility for establishing, preserving and growing deep strong relationships with clients/colleagues. Communicates effectively across all levels of the client's organization
People leadership: Shows genuine interest in advancing people, gives credit, empowers and provides actionable feedback. Takes a strategic perspective to decisions and resource allocation
Professional skills: Results-orientation with a superior ability to execute as well as creatively solve problems; combined analytical and persuasion skills with a comfort and flexibility to work with all levels of the organization. Has the expertise to create strong outcomes

235

Analyst, Client Service Resume Examples & Samples

Understand and follow control procedures
Provide timely response to queries
Work effectively as a team member as well as an independent, self-motivated individual
Research and resolve problems within established guidelines
Advise management where current processes do not align to documented procedures
Escalate client requests that contradict established procedures or best practices
Assist in improving process flows and operational and control procedures
Is available and responsive to address client needs
Understand current Service Level Agreements (SLAs) that are directly related to job function(s)
Works with a sense of urgency
A college or university degree and/or 0-2+ years of relevant work experience

236

CIB Treasury Services Client Service & Implementations Associate Resume Examples & Samples

Minimum of 5+ years of relevant industry and/or functional and/or management experience
College degree or additional years’ experience required
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
Willingness to travel up to 25%
Ability to be flexible with working hours when business needs arise – standard working hours in this role are 10:00am – 6:00pm

237

Senior Associate, Client Service Resume Examples & Samples

Bachelor’s degree required with major in Business or Finance preferred
3+ years of financial and/or investment related experience
Progression toward CFA or MBA is desired
Solid knowledge of investments and the investment industry
Strong knowledge of client relationship management techniques
Strong relationship building and project management skills
Superior organization skills and time management skills
Solid leadership skills and coaching capabilities
Proven ability to influence and persuade others at various levels
Ability to be successful in an autonomous environment
High level of proficiency of Microsoft Suite of Products (Outlook, Word, Excel and PowerPoint)
Adaptable and flexible to meet changing business needs

238

IT Client Service Technician Resume Examples & Samples

Provide daily IT technical support to end users inside our company
Maintain, manage and troubleshoot user end IT equipment
Manage user accounts in varies of IT Systems
Provide support to other IT Groups when required
Communication skills to global IT teams and our customers
Professional IT knowledge and skills in user end equipment, both of hardware and software
Previous IT working experience in foreign venture

239

RMS Executive Client Service Resume Examples & Samples

University degree in Marketing or other related field a must, preferred Post Graduate or MBA
1-2 year working experience in Market Research
Strong Analytical mind

240

Retail Measurment Services Executive Client Service Resume Examples & Samples

Strong Analytical mind
Excellent verbal and written communication skills in English and local language desirable
Expertise in servicing customers and in-depth knowledge on RMS methods and products, analysis and techniques
Business acumen and good knowledge of the market dynamics

241

Client Service Onboarding Team Resume Examples & Samples

Serve as the primary point of contact for internal clients with respect to client service on-boarding initiatives; including answering account documentation inquiries, acting as the service stakeholder for policy/procedure related discussions, and establishing client accounts on the Transfer Agent systems
Verify that all documentation received from the client comply with regulatory and compliance standards as well as firm-wide AML guidelines
Coordinate the distribution of dealer agreements by working with Legal, Marketing and Sales
Communicate and work closely with sales to provide high quality service to our Institutional & Intermediary Partners
Partner with Management and other Service Representatives to build long term successful & scalable on-boarding service models
Provide ongoing feedback to the team regarding on- boarding initiatives, training, and coaching in an effort to increase the effectiveness and consistency of service and relationship management
Cultivate a service environment targeted towards enhancing the client experience
Analyzing and problem solving, both independently and with the team
Monitor and escalate on-boarding service issues to ensure a high quality response to clients
Work on special value projects as necessary (i.e. asset development/retention, automation related projects)
Ability to deliver superior client service to internal and external clients
Understanding from the service/on-boarding perspective of a mutual fund transfer agent
Ability to work well in a fast-paced environment
Strong organizational, communication, leadership, interpersonal and time management skills
Expert PC skills including MS Word, MS Excel, MS Access and MS Power Point
Preferred 2+ years financial services experience
FINRA Series 6, 7 or 63 preferred

242

Am-gwm-client Service & Fiduciary Control Metrics & Remediation Associate Resume Examples & Samples

Assisting with required periodic testing of the Client Service RCSA
Monitoring control issues and relevant action plans
Developing control solutions to mitigate risks identified
Prepare and present Risk Metrics to senior leadership of both Client Service and Trust
Participating in control projects
Articulating and presenting complex issues, themes and solutions to senior management
Principled, enthusiastic, self motivated, effective under pressure, and willing to be accountable for work performed
Detail oriented and proven ability to balance multiple priorities
Excellent desktop application skills in Microsoft Word, Excel and PowerPoint
Experience in risk management and/or control related role with subject matter knowledge of the private banking or wealth management business preferred

243

Client Service Resume Examples & Samples

3+ years of relevant work experience
Bachelor's Degree in a related field
Detailed knowledge of GTRF back and front office area
Solid analytical skills
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized
Able to multitask efficiently and effectively

244

Client Service Administrative Assistant Resume Examples & Samples

Perform full administrative duties, including typing memorandums, correspondence, documents and reports, usually from rough draft, as well as editing for grammar, punctuation, and spelling as needed
Process weekly A/P invoices and daily A/R deposits
Create new clients in the CLA systems including STAR, GFR and other programs
Prepare routine correspondence as requested and organize workload to comply with deadlines
Schedule appointments/meetings including proactively checking need for meeting materials (i.e., agenda, presentation, food arrangements)
Interact with clients in an efficient, courteous, and professional manner
Work as a team member in meeting the needs of the industry/service group

245

Client Service Data Administrator Ibase Administration 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
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

246

Client Service Manager, Transfer Agency Resume Examples & Samples

Accurate processing of investor’s dealing instructions, payments and reconciliation
Production of daily/monthly/ad-hoc reporting as per SLA/SLD
Handling asset manager and investor’s queries
Process of Fund Events ( AGM/EGM)
Perform cash / securities reconciliations. Ensure all payments are processed accurately and in accordance with the applicable deadlines
Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval
Ensure the overall client’s satisfaction
Graduate in accounting, economics of finance is an advantage
Fluent in English (written and spoken) / any other language is an advantage ( especially French or German)
Good IT skills ( Microsoft Office – MFGI knowledge being an advantage)
Team player , dynamic and flexible / ability to Multitask
Attention to details and focus on quality - Strong analytical skills

247

Client Service Adminstrator, Director Resume Examples & Samples

The legal structure of a European (SICAV, SIF, OEICs) registered fund
An understanding of the roles of the various services providers associated with this product
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
An understanding of European Funds Legislation
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
Trade Assistance: daily assistance to clients on trading issues (phone, email, correspondence); assistance on larges trade processing, trade corrections etc
Follow up on non-receipt of subscription money and other unreconciled amounts
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
Participation if and when required to projects and initiatives across Funds Operations Client Services

248

FC Client Service Req-downtown LA Market Resume Examples & Samples

Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
A minimum of six months experience with cross-selling, up-selling and/or referring products
Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
Ability to sell customers on meeting with a sales associate to learn about products/services
Ability to respond and assist customers with inquiries and/or problem resolution
Ability to work effectively as a team member
Strong communication skills (including verbal and non-verbal) and active listening skills
Careful attention to detail and time management
Proficiency in basic computer skills
Pass pre-employment assessment
Minimum of six months cash handling experience

249

Director, Operations Client Service Resume Examples & Samples

Build strong, trusted, ongoing relationships with the appropriate levels at clients as their main point of contact for data inquiries, operational activity, methodology, and category enhancements
Advance data releationships with key contacts at critical accounts, that may have global presence
Address, troubleshoot, resolve, and communicate data quality issues
Clearly articulate NPD processes and decision making as it relates to data inquiries
Prepare written and verbal communications which clearly convey issues, findings, resoutions and impacts to internal and external audiences
Maintain an understanding of Industry key categories in order to support client interaction
Gather, vet, and refine category enhancement suggestions from clients
Attend client meetings as neccessary
Internal
Act as key point of contact for a Practice on all matters related to Operations Client Service and data inquiry communication
Cooridnate across regions on projects to deliver on clients needs
Develop trusted relationships with Practice leads and Commercial teams
Monitor and identify patterns in client inquiries that could influence changes in coding or DQ
Maintain detailed and effective communication with Commercial team related to client interaction, both reactive and proactive
Master NPD internal processes to support investigation and articulation of inquiries
Manage the internal pipeline of enhancement requests from clients, reccommending and prioritizing based on industry and client knowledge, and input from Commercial and Product teams
Key contributor to data upgrade planning
Gather and interpret project requirements and level of efforts without impacting the Production teams
8-10 Years experience
Comfort communicating with external clients
Industry experience highly desired- Fashion Accessories and Footwear

250

Client Service Team Manager With English Resume Examples & Samples

Interpret day-to-day business objectives and prepare/execute operational practices/work programs
Ensure proper execution of processes by team
Review all incoming work for clarity, provide clear work directions, e.g., receive requests for assistance from the field, determine level of assistance required and respond appropriately
Demonstrate expert knowledge of processes and related systems to effectively perform responsibilities
May make decisions about the day-to-day operation of the group, including management of work assignments and information between shifts as well as approach regarding workload, equipment, staffing, and scheduling. Includes adjusting work hours as necessary
At least 5 years of general management experience
Strong Excel skills
Advanced written and verbal communication skills; manages internal and external/client communications with individuals at all levels

Download Client Service Resume Sample as Image file

Related Job Titles

Client Service Associate Resume Sample

Client Service Administrator Resume Sample

Client Service Specialist Resume Sample

Client Service Manager Resume Sample

Client Service Analyst Resume Sample

Client Service Coordinator Resume Sample

Manager, Client Service Resume Sample

Client Service Consultant Resume Sample

Client Service Operations Resume Sample

Client Service Management Resume Sample

Account Manager Client Service Resume Sample

Client Service Delivery Resume Sample

Browse More

Client Service Resume Samples

The Guide To Resume Tailoring

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Resume Builder

15 Client Service resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Client Service & Sales Associate Resume Examples & Samples

Cib-client Service Anaylst Resume Examples & Samples

Client Service Professional Resume Examples & Samples

TS Client Service Resume Examples & Samples

Asset Management Latin Private Bank Client Service Resume Examples & Samples

Client Service Professional Resume Examples & Samples

Cib-ts-client Service Team Leader Resume Examples & Samples

Account Executive, Client Service Resume Examples & Samples

Senior Client Service Professional Resume Examples & Samples

Client Service Team Leader Resume Examples & Samples

TS Sales & Client Service Business Manager Based Resume Examples & Samples

EQT Client Service Fund Accounting Resume Examples & Samples

Representative, Client Service Resume Examples & Samples

Private Bank Client Service Analytics VP Resume Examples & Samples

Client Service & Sales Rotational Summer Internship Resume Examples & Samples

Client Service Center Service Professional Resume Examples & Samples

Client Service Clerk Resume Examples & Samples

Client Service Portfolio Administrator Resume Examples & Samples

UK Retail Client Management Client Service VP Resume Examples & Samples

Representative, Client Service Resume Examples & Samples

Client Service Reference Data & Exit Team Specialist Resume Examples & Samples

Senior Representative, Client Service Resume Examples & Samples

Senior Client Service Professional Resume Examples & Samples

Business Banking Client Service Team Lead Resume Examples & Samples

Prime Finance Middle Office Client Service Resume Examples & Samples

Representative, Client Service Resume Examples & Samples

Representative, Client Service Resume Examples & Samples

Client Service Center Department Manager Wealth Management Operations Resume Examples & Samples

FX Prime Brokerage Client Service Desk Head Resume Examples & Samples

Client Service Helpdesk Associate Resume Examples & Samples

Asset Management Latin Private Bank Client Service Group Resume Examples & Samples

Client Service Representatvie Business Services Resume Examples & Samples

Private Banking Senior Client Service Assoc Resume Examples & Samples

Client Service Center Department Manager Resume Examples & Samples

Regional Head of Client Service Resume Examples & Samples

Operations Asset Servicing Client Service Group Analyst Resume Examples & Samples

PFS Client Service Fund Accounting, Galway Resume Examples & Samples

Client Service Agent Resume Examples & Samples

Baird Advisors Client Service Resume Examples & Samples

Cib-client Service Account Specialist Resume Examples & Samples

Customer Professional Client Service Resume Examples & Samples

Client Service Agent Resume Examples & Samples

Analyst, Client Service Resume Examples & Samples

Director Client Service Model Eu Resume Examples & Samples

Client Service Agent Resume Examples & Samples

Client Service Senior Representative Resume Examples & Samples

Gwm Private Bank Client Service Account Opening Specialist Resume Examples & Samples

Cib Investor Services Custody & Fund Services Client Service Resume Examples & Samples

Summer Intern Fund of Hedge Funds Client Service Resume Examples & Samples

Client Service Center Department Manager Wealth Management Operations Resume Examples & Samples

Institutional Sales / Client Service Support Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume