Client Services Administrator Resume Samples

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N Waelchi

Nayeli

Waelchi

671 Stark Junctions

Dallas

+1 (555) 863 7585

671 Stark Junctions

Dallas

Phone

p +1 (555) 863 7585

Experience Experience

Phoenix, AZ

Client Services Administrator

Phoenix, AZ

Funk-Hudson

Phoenix, AZ

Client Services Administrator

Responsible for relationship-based client support across a number of market segments for Treasury Services while serving as the main contact for servicing issues for all Treasury Services related matters in relation to all Treasury Services products including but not limited to USD Funds Transfer, Multicurrency, ACH, Global Mass Payments, FX Referral, Electronic Banking and Trade Services
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
The Fund Client Service Administrator will be responsible for all aspects of client reporting, including pricing information, investment reports, static data reports etc
Will manage different types of investigations and inquiries including resolutions on the specific payment, trade or any other BNY Mellon product/service issues through the interactions with related internal parties throughout the BNY Mellon footprint including but not limited to US, UK, Asia or external parties
Manage different types of investigations and inquiries including resolutions on the specific payment, trade or any other BNY Mellon product/service issues through the interactions with related internal parties throughout the BNY Mellon footprint including but not limited to US, UK, Asia or external parties
2 Prepare, check and issue certificates. Provide support to other offices to produce and translate certificates. Meet performance targets for certificate turnaround
7 Support general office admin duties, as agreed with line manager ad hoc, during staff absence and high activity periods (this may include receiving clients, answering phones and assisting with office events)

Boston, MA

Cib-gtb-client Services Administrator

Boston, MA

Mante, Grant and Rogahn

Boston, MA

Cib-gtb-client Services Administrator

Assisting in the development of new and existing global client relationships, optimizing
Providing periodic MIS reports and feedback to management team including timely
Review and calculation of management fees, performance fees, interest and accruals
On producing accurate work
Management of the NAV preparation and review process for our fund administration
Performing due diligence checks on new investors in line with Anti-Money Laundering
Ensuring adherence to control framework in line with local regulations and DB Policy

present

San Francisco, CA

Senior Client Services Administrator

San Francisco, CA

Batz Group

present

San Francisco, CA

Senior Client Services Administrator

present

Provide Tier-3 escalation support for client systems
Provide service excellence to Plan Sponsors, Plan Members and Financial Advisors of retirement plans
Mentor co-workers to grow the technical capacity of the IT department
Create and maintain documentation necessary to support the client systems
Architect, implement, administer and support client software systems
Develop and maintain support structures for client systems to include: defining of support roles, creation of support processes, creation of support documentation, and development of training for support administrators
Deploy, configure and administer Windows servers which support client software systems

Education Education

Bachelor’s Degree in Accuracy

Northwestern University

Bachelor’s Degree in Accuracy

Skills Skills

Highly organised with great attention to detail who seeks ways to improve processes
Open and honest with an ability to make logical, commercial and justifiable decisions under pressure
Good working knowledge of Word, Excel and Lotus Notes
Be numerate, hardworking and enthusiastic with an ability to take ownership and responsibility for customers and own actions
Long-Term Disability Options
Excellent verbal and written communication skills
Salary Continuation – Short-Term Disability
Experience with VMWare
Architect, implement, administer and support client software systems
Administer the client system lifecycle to include patching, software delivery, upgrades and security

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Client Services Administrator Resume Examples & Samples

Opening & distributing post
Scanning documents and attaching to database
Answering client queries by telephone and e-mail
Preparation of correspondence
Maintaining client records
Processing client transactions
Proving general administration support, including assistance with upcoming projects

Trust Client Services Administrator Resume Examples & Samples

Interact with clients/beneficiaries to provide a positive client service experience and to assist in solidifying the relationship with Ropes & Gray’s Private Client Group
Review documents associated with each trust, prepare written summary of terms of each trust and ensure proper administration of all assigned trusts
In conjunction with Private Client Group lawyers, obtain and verify all information necessary to establish or terminate trust accounts
Process client requests, act as an additional reviewer for trustee requests and direction including discretionary requests and monitor and review account transactions to ensure compliance with the trust agreement and accuracy of completed transactions. Administer loans, limited partnership holdings, capital calls and distributions. Track outside accounts and miscellaneous holdings and coordinates cash receipts from these accounts
Coordinate cash management of accounts. This includes prevention of overdrafts and requesting cash be raised where necessary, checking cash availability for requests, preparing income projections, preparing schedules of expenses and computing annual payout amounts
Using the functionality of the trust accounting system and its related modules, respond to requests from lawyers, clients and the Manager of Trust Client Services for assistance in providing client and/or account related information
Perform other duties related to successful delivery of service to the lawyers and their clients as assigned by the Private Client Group Department Head, the Director of Trust and Tax Services, the Manager of Trust Client Services and clients and beneficiaries of accounts
Exceptional written and verbal communication and presentation skills. Represent the firm to clients, beneficiaries, outside advisors in a professional, effective and timely manner
Good problem solving skills and attention to detail. Problems are technically or administratively varied and require the collection, interpretation and analysis of data from diverse sources. Must be able to formulate and present a plan of action consistent with department guidelines to resolve issues within scope of the job. Must follow up and follow through to the completion of the task
Well developed interpersonal skills to develop positive rapport with clients to provide outstanding customer service thereby reinforcing clients’ decision to continue their relationship with Ropes & Gray
High level of organizational abilities to organize and prioritize demands on time
Dedication to a high quality product and service
Patience, flexibility and common sense
Work under pressure and within inflexible deadlines
Work with diverse groups to attain common goals
Work with multiple people on several projects simultaneously and establish priorities to complete assignments within given timeframes
Be a proactive, self-starter who can work independently and productively while understanding the details within a much larger context
Be flexible in order to respond quickly and positively to shifting demands and opportunities
Expertise with PC software applications, especially computerized trust accounting systems or the demonstrated ability to develop this expertise
A Bachelors' Degree in a business-related discipline and a minimum of five years experience in a trust department
Has knowledge of trust, estate and tax law
Understanding of investment management markets is helpful

Client Services Administrator Resume Examples & Samples

An understanding of the roles of the various services providers associated with this product
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
Follow up on non-receipt of subscription money and other unreconciled amounts
Participation if and when required to projects and initiatives across Funds Operations Client Services

Client Services Administrator Resume Examples & Samples

Demonstrate a strong level of knowledge of transaction processing and call handling
Ensure all admin activity is correctly and accurately recorded on Administration system
Accurately identify, record and empathically deal with client dissatisfaction
Ensure that all work is accurate and compliant
Flag any issues or weaknesses in procedures to your Team Leader/Team Supervisor or Team Supervisor
A minimum of 2 years' experience in customer service within Financial Services preferably in a Life Assurance company
Excellent people and organisational skills
Customer focused and can do attitude

Client Services Administrator Resume Examples & Samples

A minimum of two - four years experience in a client services administration role
Previous experience working in a consultancy would be desirable
Previous Project Management experience
Previous experience managing complex diaries across multiple time zones would be beneficial
Advanced knowledge in Excel and Outlook 2013. Basic knowledge in PowerPoint

Client Services Administrator Resume Examples & Samples

Build and maintain excellent and confidential client relationship, with high profile clients
Manage client expectations
Update the company database
Provide administrative support to the office

Client Services Administrator Resume Examples & Samples

Building and maintaining excellent and completely confidential relationships with high profile clients
Keeping the company database updated
Providing administrative support to the office

Cib-gtb-client Services Administrator Resume Examples & Samples

Management of the NAV preparation and review process for our fund administration
Clients which consists of hedge funds, fund of funds and private equity funds
Set up and maintenance of fund / investor data on transfer agency system
Processing investor transactions (subscriptions, redemptions, transfers, roll ups, etc.) in
Line with fund governing documents, statutory regulations and bank-wide policies
Processing capital calls, distributions and other investor reporting for private equity and
Real estate fund clients including the tracking of capital call proceeds
Dealing with investor queries and liaising with fund managers for investor dealings
Ensuring adherence to control framework in line with local regulations and DB Policy
Processing fund payments to investors, fund manager and third parties
Managing fund closings including interest calculation and rebalancing of investor capital
Ensuring waterfall calculations / carried interest are in accordance with fund documents
Managing client deliverables including NAV preparation and investor reporting as
Principal point of contact for fund administration clients
Review and calculation of management fees, performance fees, interest and accruals
Liaising with clients, brokers and custodians to address client queries and concerns
Adoption, integration and set up of new funds in accordance with prescribed procedures
Adhering with internal policies and procedures and ensuring compliance with auditing
Standard SAS70 II (SOC-1)
Managing client audit deliverables including preparation of financial statements,
Responding to audit queries, completing audit confirmations and other audit requests
Performing due diligence checks on new investors in line with Anti-Money Laundering
And Counter Terrorist Financing company policies
Ensuring compliance with local, jurisdictional and bank-wide AML and KYC standards
Working on ad hoc internal projects as required
Providing coverage for team members’ deliverables as required
Review and understanding fund governing documents for clients to ensure adherence
Performing FATCA related checks and procedures
Maintenance of fund records and investor files in a complete and organized manner
Providing periodic MIS reports and feedback to management team including timely
Escalation of any operational, legal or compliance issues
Assisting in the development of new and existing global client relationships, optimizing
Service offerings, productivity and profitability

Client Services Administrator Resume Examples & Samples

Provide a high standard of general administration support for the team drawing on your great organisational skills and excellent attention to detail
Report on qualitative and quantitative information, collate client data, prepare ongoing status reports for tax compliance and respond to foreign office requests
Draft client invoices for review and sign off
Work with teams with regards to billing and status of receivables
Assist with collating and preparing visa documentation to submit to immigration authorities
Prepare spreadsheets and reports for clients
Draft day to day email communications for managers
Review and forward emails between engagement teams and clients, establish and maintain integrity of client information and ensure company contacts are up to date and registered on mailing databases
Maintain authorisation lists for tax returns including electronic packaging of tax returns to send to clients, follow up on outstanding documentation
Strong communication, organisational and administrative skills
An enthusiastic, proactive and motivated team player
Intermediate MS Word and Excel skills
Proficiency with using internet and databases
Ability to identify areas of process improvement and communicate to Management

Client Services Administrator Resume Examples & Samples

Liaise with clients, international EY colleagues, the Australian Tax office and internal teams
Work with teams with regards to billing, status of receivables and management of engagements codes through the process of time entry through to collections
Manage diaries and coordinate meetings and client briefings
Assist with collating and preparing briefing documentation in readiness for client meetings
Draft day to day email communications for managers and senior consultants
Attend and manage the client mailbox and review, forward and file correspondence between engagement teams and clients, establish and maintain integrity of client information and ensure company contacts are up to date and registered on mailing databases

Client Services Administrator Resume Examples & Samples

Respond to daily inquiries from Clients, Investors and other deal parties
Review and approve monthly distribution payments and statements
Review compliance to ensure conformity to the transaction documents

Client Services Administrator Resume Examples & Samples

Perform Order Management duties in the CMR database
Assist the Regional Service Sales Manager with client accounts
Assist the Region’s Service Coordinator with trip processing
Administrate the Comprehensive Service Agreements (CSA), acting as an

Client Services Administrator Resume Examples & Samples

Accurately input information gathered from clients and suppliers into our databases and systems
Analyse data provided in order to respond to client queries
Review data to ensure that all matches up with information recorded
Highlight any discrepancies within information/data to clients and suppliers for this to be rectified efficiently and effectively
Liaise with clients and suppliers (via email and telephone) to manage operational queries
Help achieve key objectives as well as Service Level Agreements (SLAs)
Undertake operational tasks to support the wider team

IT Client Services Administrator Resume Examples & Samples

Bachelor’s degree, preferably in Computer Information Systems, Computer Science or related field
Experience working with datacenter operation and management suites, preferably including deploying, monitoring, and managing Microsoft operating systems, applications, and services
5 years of relevant work experience managing servers and desktops in a 200+ user environment
Computer Deployment/Management
Experience deploying and managing Windows Server 2012r2 and Windows 10
Experience deploying and managing applications using Microsoft System Center or MDT
Experience managing systems with PowerShell cmdlets and scripts
Experience deploying and managing Microsoft SQL Server
Experience managing highly available Remote Desktop Services
Experience deploying and supporting Apple hardware and macOS
Infrastructure Management
Experience managing multi-site infrastructure, both remote and on-premises, running Microsoft Hyper-V or VMWare ESXi/vSphere
Experience with SAN and JBOD storage solutions: experience with HP 3Par is preferred
Experience tuning infrastructure to identify performance bottlenecks and errors at different levels of the hardware, software and network configuration
Experience deploying and managing disaster recovery and backup solutions
Certification in ITIL Foundations and experience implementing and adhering to ITIL best practices
Experience working in an environment that emphasizes key performance indicators, metrics and change management
Ability to concurrently manage multiple projects, tasks and service requests
Ability to clearly document and diagram configurations and processes
Ability to measure and report on KPIs and service levels for client and infrastructure services

Client Services Administrator Resume Examples & Samples

Excellent communication skills with the ability to articulate to both senior colleagues and peers
Strong attention to detail and ability to work effectively as part of a team
The ability to suggest, define and deliver process improvement

Client Services Administrator Resume Examples & Samples

Responsible for relationship-based client support across a number of market segments for Treasury Services while serving as the main contact for servicing issues for all Treasury Services related matters in relation to all Treasury Services products including but not limited to USD Funds Transfer, Multicurrency, ACH, Global Mass Payments, FX Referral, Electronic Banking and Trade Services
Manage different types of investigations and inquiries including resolutions on the specific payment, trade or any other BNY Mellon product/service issues through the interactions with related internal parties throughout the BNY Mellon footprint including but not limited to US, UK, Asia or external parties
Provide functional support to the internal clients including data collection and preparing reports, product usage and AML/KYC compliance information on clients and share those in respective Pre-Amloc or AMLOC in case needed
Proactively participate in developing of regional marketing and retaining clients thru tracked referral process
Support the compliance initiatives (compliance calls, AMK/KYC, FTSI requests, etc.)
Travel to the markets on Client Service Review Calls with and/or without Relationship Manager or Sales Representative, product/compliance management teams
Provide back-up to respective CS team members as scheduled by Team Leader during vacation periods and/or other times

Client Services Administrator Resume Examples & Samples

Accurately input information gathered and process documents received
Effectively handle calls and queries from creditors and consumers in a timely fashion
Chase outstanding payments due

Client Services Administrator Resume Examples & Samples

Provide superior service to create advocacy and extremely satisfied clients
Follow CBR’s SOPs, policies and practices
Participate in continuing education and training
Manage and maintain client data in database
Review Enrollment Agreements, NPP Applications, GE Care Credit forms and other client-related documents for accuracy and completion
Scans various forms and client-related written communications into DocImage
Complete all assigned daily activities
Retrieve and route incoming faxes, replacing toner as needed
Distribute Client Referral cards to NSCE/NSCE
Print and assemble Certificate of Deposits for distribution
Assist with projects as necessary
Language Skills: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry
Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations
Computer Skills: To perform this job successfully, an individual should have knowledge of Siebel Systems, Inc. Contact Management systems; Microsoft Internet Explorer Internet software and Microsoft Excel Spreadsheet software; Familiarity with MS Office

Client Services Administrator Resume Examples & Samples

Set and achieve targets to maintain productivity, efficiency and quality within defined service standards
Liaising with scheme administrators
Investigating and resolving queries to internal and external customers
Producing timely and accurate management information
Ability to prioritise to ensure key financial tasks are completed within agreed timeframes
Working with Corporate Relationship Management Team to ensure excellent service is provided to key schemes
Identify and take forward continuous improvement opportunities
Good financial service industry experience in a similar role is preferred within a customer service environment
Experience of identifying and interpreting Corporate AML requirements is preferred but not essential
Good working knowledge of Word, Excel and Lotus Notes
Experience of the relevant company products, systems, services and key customers
Be numerate, hardworking and enthusiastic with an ability to take ownership and responsibility for customers and own actions
Highly organised with great attention to detail who seeks ways to improve processes
Open and honest with an ability to make logical, commercial and justifiable decisions under pressure

Client Services Administrator Resume Examples & Samples

Execute prompt responses to client inquiries, prepare, review and present quotations to the client
Follow up with quotations and negotiations
Communicate effectively with new clients and identify when to consult/involve lab managers’ technical expertise
Identify and engage all required personnel and resources, to assist with development and presentation of an overall Exova solution
Quotations will be prepared, reviewed and presented to the customer
Ensure all data is entered into CRM in a timely manner
Work closely with laboratory Team Leader and General Manager to achieve business goals and targets
Cross-training in other tasks and responsibilities within client services

Senior Client Services Administrator Resume Examples & Samples

Handle day-to-day administration of a block of business with various products in a timely manner within service level standards
Analyze and process transactions related to control accounts (suspense) daily to ensure they are current and accurate
Verify daily output and ensure corrections are completed on member accounts ( P & L)
Ensure all issues and complaints are escalated to the Client Service Specialist/Team Lead/Manager and are logged/acted on within 24 hours
Identify trends and patterns on inquiries/transactions to help optimize client efficiencies
Share client feedback or other issues with Client Service Specialist to improve processes and the relationship with the client
Track accurately all assigned work in the current management operating systems (ie: Changepoint, Ultera, visual boards)
Participate actively in team huddles/meetings and keep others informed and up-to-date
Strong initiative to ownership of work

Client Services Administrator Resume Examples & Samples

Prioritise, plan and complete contract data validation and other administrative support tasks in line with global and local business requirements. Includes liaising with other team members, departments and offices to proactively resolve service issues within agreed deadlines/target in support of our Business Operation System (BOS)
Validate contracts that are migrated from our current database (Spider) to our new operating system (BOS). Check and clean data in Spider and/or Customer Data Hub (CDH) as required
Responsible for the accuracy and completeness of client data in LRQA business systems
Identify and suggest improvements to the BOS Project Team in support processes and procedures
Carry out any other task, as business needs arise at the request of the line manager
Conduct all activities in line with internal procedures, contractual requirements, cost structures and budget constraints

Senior Client Services Administrator Resume Examples & Samples

Administer the client system lifecycle to include patching, software delivery, upgrades and security
Create and maintain documentation necessary to support the client systems
Provide Tier-3 escalation support for client systems
Extensive Windows administration experience to include both server and desktop, 6 + years
Extensive experience architecting, implementing and supporting enterprise solutions, 4 + years
Extensive experience troubleshooting issues in the enterprise, 4 + years
Microsoft SQL Server database experience

Client Services Administrator Resume Examples & Samples

Ensuring all key daily deliverables are met in an accurate and timely manner paying excellent attention to detail and a zero tolerance for error
Cash management; ensuring cash reconciliation items are investigated and resolved promptly
Ensure Unit Reconciliations are completed in an accurate and timely manner
Actively participate in client dealing and general maintenance on the client accounts
Client account opening – ensure all documentation is received in good order and compliant with all the necessary AML regulations
Clear understanding over the criticality of client settlement
Completion of regular quality client reporting
Regulatory and control reporting
Speedy resolution of client queries and requests. Be able to escalate any high level client servicing issue and/or request
Assisting in adhoc projects (eg new fund launches, system enhancements, system upgrades, etc.) as required
Have a strong understanding of the key controls within the team
Participate in changes to department procedures and ensure same are up to date at all times
Look to improve processes by reducing manual workarounds and increasing automation
Mitigate any risks associated with the tasks of the team
Be aware of developments in the regulatory and legal space
Previous experience in a client servicing role ideally with exposure to an international and/or institutional environment
A thoughtful approach to work with good planning, prioritisation, time management and organisational experience; anticipating needs and communicating continuously, taking care of details, keeping stakeholders well informed of status/progress
Resilient, energetic and enthusiastic; used to responding constructively to new ideas and inputs
Flexible approach, used to reacting quickly to changing circumstances and managing a number of different priorities appropriately, adapting to varying volumes of work during peak periods of activity
Proven ability to prioritise and organise own time
Self-starter – demonstrates good use of initiative, constantly looking to improve processes
Communicator – effective written and verbal skills, with excellent attention to detail
Decision maker – problem solving and solution orientated
Dynamic “can do” attitude with a strong desire to make things happen
Requirement to work a minimum of one late shift per week
Communicate with impact: Effectiveness & Clarity
Delivers results: Takes ownership for delivery and accuracy
Planning and Organisation: Prioritisation & time management

Client Services Administrator, VP Resume Examples & Samples

Manage other high priority and confidential special projects as required by management
Provide support and back up for complex projects within the business line
Prioritize and execute on ad hoc requests and responsibilities as needed
Typically requires a Bachelor’s Degree or equivalent
5+ years of increasingly more complex responsibility in performing business analysis, reporting writing and communications
Strong analytical, verbal/written communication and presentation skills
Proficient in developing varied communications to the business line
Ability to make decisions independently
Ability to prepare complex analytical reports
Highly developed ability to partner with others in the business line and subject matter experts
High level of proficiency in all Microsoft Office products
Ability to influence others and achieve business outcomes on time and within budget
Must be able to successfully manage multiple tasks with concurrent deadlines

Client Services Administrator Resume Examples & Samples

1 Prioritise, plan and complete certification support tasks in line with global and local business requirements. Includes responding to or re-directing client/internal correspondence and liaising with other team members, departments and offices to proactively resolve service issues within agreed deadlines/targets
2 Prepare, check and issue certificates. Provide support to other offices to produce and translate certificates. Meet performance targets for certificate turnaround
3 Review and process office actions and client information updates through the workflow system, accurately and within agreed deadlines
4 Responsible for the accuracy and completeness of client data in LRQA business systems
5 Carry out any other task, as business needs arise at the request of the line manager
6 Conduct all activities in line with internal procedures, contractual requirements, cost structures and budget constraints
7 Support general office admin duties, as agreed with line manager ad hoc, during staff absence and high activity periods (this may include receiving clients, answering phones and assisting with office events)
8 Assess the risks and work in a safe manner at all times, robustly implementing health and safety rules, instructions and systems and refuse to undertake work that compromises your safety or health
9 Report in a timely manner all incidents including near miss and safety observations (NMSO), accidents and injuries and raise any health and safety concerns with your line manager
2 High degree of accuracy
3 Able to work on multiple tasks and to tight deadlines
4 Polite and approachable manner
5 Able to work as part of a team to contribute to achieving departmental/business objectives
6 Good verbal and written communication skills in English (and local language, as applicable), with a good understanding of business language
7 Computer literate in MS Office

Trust Client Services Administrator Resume Examples & Samples

Manage relationships with multiple accounts by interacting with account owners, trustees, investment advisors, executors, accountants, beneficiaries, etc. Coordinate a seamless customer services experience between all interested parties. Enhance the relationship by proactively engaging the client and related parties when appropriate
Oversee the onboarding of new relationships by reviewing and completing necessary documentation to open accounts and move assets. Work with the investment advisor to reconcile assets and establish personalized features while providing consistent client engagement throughout the process
Review and maintain an understanding of all documents associated with each relationship. Prepare a written summary for each trust and ensure proper administration of all assigned trusts and estates. Review potential requirements for individual clients and special situations on a regular basis
Manage account activity by monitoring management fees, cash movement asset management, gifting and various other client requests that impact an account we administer
Act as an additional reviewer for trustee requests, including discretionary requests and monitor and review account transactions to ensure compliance with the trust agreement and accuracy of completed transactions
Manage the cash flow within accounts, ensuring that cash levels are sufficient to meet needs. This includes prevention of overdrafts and requesting cash be raised when necessary, checking cash availability for requests, preparing income projections, preparing schedules of expenses and computing annual payout amounts
Develop an understanding of the unique and/or alternative assets held in a client’s account. Review and complete documentation necessary to remain compliant with externally held investments. At the request of Private Client Group attorneys or investment advisors, assess new alternative investment documentation requirements (e.g. subscription documents, FINRA requests, distribution forms, etc.) and assist in completing special requests. Update internal records on regular basis with asset pricing information. Administer loans payments, limited partnership holding requests, capital calls and distributions. Track outside accounts and miscellaneous holdings and coordinate cash receipts from these accounts
When the situation arises, in conjunction with Private Client Group lawyers, tax accountants and investment advisors, obtain and verify all information necessary to terminate trust or estate accounts in line with the estate plan
In conjunction with the tax accountant and client, monitor and maintain contributions and distributions for clients with retirement accounts. Ensure proper tax requirements are met and that the client is aware of any required action
Using the functionality of the trust accounting system and its related modules, respond to requests from lawyers, clients, investment advisor and the Manager of Trust Client Services for assistance in providing client and/or account related information
Participate in the department's periodic review and audits of accounts. Regularly use tools available to assess red flags and high risk situations
Well developed interpersonal skills to create positive rapport with clients and to deliver outstanding customer service thereby reinforcing clients’ decision to continue their relationship with Ropes & Gray
Sufficient understanding of investments, the market and tools used in wealth management to comfortably engage in conversation with internal resources regarding client portfolios. Ability to identify the appropriate internal and external investment related resources to direct clients
High level of organizational abilities
Effectively manage time, prioritize demands on time
Proactive approach and ability to independently carry out all duties of the position
Ability to anticipate potential problems
Work with multiple people on several projects simultaneously and establish priorities to complete assignments within given time frames
Take issue resolution from inception to completion
Review task assignments for each client with team members to ensure a timely response to all client inquiries and concerns
A Bachelors' Degree in a business-related discipline and a minimum of five years experience in a wealth management department
Knowledge of trust, estate and tax law
Understanding of investment management markets
A CTFA or paralegal certificate is a plus

Client Services Administrator Resume Examples & Samples

Prepares and issues service instructions to various operating units based on clients’ requests
Ensures timely receipt, from the appropriate sources, of information, raw material and other inputs needed to successfully execute clients’ services
Maintains functional knowledge of Computershare’s processes, systems and products
Ensures effective delivery of clients’ MIS reports
Resolves client issues and conducts research by working directly with other functional units
Intercedes and resolves client or shareholder inquires quickly and accurately
Works either independently or with the Relationship Manager to ensure proper follow-through on clients’ requests
Ensures timely funding of services (i.e. dividends and advance postage)
Performs reconcilement activities
Serves as a mentor, coach, and team mate for other Client Service Administrators within the team
Assists clients with special projects, expediting transactions, troubleshooting, problem solving, and servicing of all clients’ shareholder accounts
In concert with the Relationship Managers, strives toward meeting annual revenue targets
Attends client annual meetings, closings, and account planning sessions with Relationship Managers as required

Client Services Administrator Resume Examples & Samples

Architect, implement, administer and support Microsoft Deployment Toolkit for the purposes of managing Windows desktop images
Architect, implement, administer and support client software systems
Deploy, configure and administer Windows servers which support client software systems
Develop and maintain support structures for client systems to include: defining of support roles, creation of support processes, creation of support documentation, and development of training for support administrators
Mentor co-workers to grow the technical capacity of the IT department
Adhere to all company and IS Department processes and procedures
Microsoft Active Directory administration experience to include building and troubleshooting of GPOs
Extensive experience supporting Windows Server 2008/2012 and Windows 7/10
VB Script and PowerShell experience
Microsoft SharePoint
Microsoft Windows 10 experience in the enterprise

Client Services Administrator Resume Examples & Samples

Manage the Sequestration portfolio on behalf of BKX Clients ensuring case reviews completed and system updated
Ownership for the Bureau amendment process and relationship ensuring bureau amendments worked to a 14 TAT and full root cause analysis completed and plan in place to drive down amendment volumes
Ownership for information requests ensuring worked within a 5 day TAT and all associated actions completed to ensure claims agreed
Help achieve key objectives as well as Service Level Agreements
Deal with client/seller queries and requests appropriately and within agreed timescales
Help reduce operational risk by identifying areas of concern and suggesting improvements

Senior Client Services Administrator Resume Examples & Samples

Be the main contact for Plan Sponsors and Financial Advisors related to daily administration of retirement plans, and to analyse and handle all requests received by these parties
Ensure e-mails on member questions from the Customer Care Centre are responded as per the service standards
Managing high volumes of complex administration transactions, and ensuring they are handled within service standards, processed accurately and serviced under limited direction
Receives and responds to complex and/or escalated requests or plan member inquiries/requests by using judgment within defined practices and procedures
Responsible for maintaining daily and monthly control reviews and managing the team shared inbox. Ensure control accounts are monitored and cleared on a daily basis as per the service standards
Ensuring that all written requests and/or written complaints are analyzed and handled and resolved. Ensure corrections are performed on member accounts when applicable
Participate in the annual audit activities
Supporting Client Service Specialist with team initiatives and priorities, and projects
Provide guidance and assist in the development of junior employees through peer mentoring and responses to escalated inquiries
Taking part in various team projects to improve our service and/or efficiency. Provides input for the improvement of processes and procedures. May participate in cross-functional projects
Inputting data into our Global Administrative system
To be informed of all legislative and Internal Quality Process System (QPS) procedure changes

Client Services Administrator Resume Examples & Samples

Experienced in trust accounts’ daily activity management
Familiar syndicated loan structures, collateral & security trustee services and administrative agent functions
Proficiency with software such as Outlook, Microsoft Excel and PowerPoint

Client Services Administrator Resume Examples & Samples

Adhere to Departmental and Bank policies, particularly as they relate to all funds movement
Identify, receive, transfer, invest and disburse trust and agency funds pursuant to the terms of the legal contracts
Set up new Escrow and Insurance Trust Transactions in accordance with GSS guidelines
Participate in daily Auction process

Client Services Administrator Resume Examples & Samples

Develop, maintain and update a standard desktop image
Builds desktop application packages, and deploys desktop applications and images as needed
Work closely with Infrastructure and IS Security teams on periodic testing of the Enterprise systems used for automating the software distribution and security updates to Client Devices
Serve as a resource for other system support and help desk staff regarding Client Device standards and security systems used to protect Client Devices patch management workstation setup
Assist in preparing, maintaining, and upholding procedures for logging, reporting, and statistically monitoring client device operations
Communicates effectively in order to provide optimal support of all departments' Information systems needs in a manner that promotes a professional climate throughout the Medical Center
Troubleshoot problems with Client/Server technologies and applications to provide resolution and root cause of issues
Maintains knowledge of current technology
Maintains current and orderly reference library (run books) including working with Client Server technical teams to maintain up-to-date documentation and comprehensive inventory of all supported systems
Works with technical support vendors to resolve systems issues and problems. Works closely with the Technical Teams and IS Manager to document levels of maintenance to include vendor contact, support contracts and or spare parts and or redundant system information and maintains the information monthly/quarterly and annually
Helps define and maintain standards, procedures and policies relating to Client Device technologies
Technical lead representing Client Services for Implementing Enterprise systems used to manage and automate application updates and security updates for Client Devices and Client Device Operating Systems
Helps the Information Services Manager prepare annual budgets
Participates on the Change Control committees as technical resource
Demonstrates standard of performance (ownership, teamwork communication, compassion) that support patient satisfaction and principles of service excellence
Licensure/Certifications: Microsoft Certified Desktop Support Technician (MCDST) preferred
Experience: At least 3 years of experience with supporting MS Windows operating systems in a network environment, experience utilizing enterprise software distribution products (e.g. Tivoli Big Fix, kbox, etc.) and powershell and/or Visual Basic scripting

Client Services Administrator Resume Examples & Samples

Ensure smooth running of Client Technical & Customer Services: Respond to incoming telephone calls, managing incoming/outgoing post, filing & photocopying/scanning/Translations as required
Travel arrangements for the Client Services Team and preparation of travel itineraries, visas etc
Managing course bookings from our global dealer network
Loading courses onto the academy
Day to day management of the training academy (Technical)
Assist with the development of training courses where required
Arrangement and preparation of meetings, catering requirements taking minutes as required
Coordinate all suppliers with regards to orders (PCR’s), contracts, payment (GRN) etc
Ensure all accounting issues of Client Services are up to date
Coordinate weekly movement schedules of Client Service Team
Diary management and coordination for Client Services Director & Senior Managers
Updating and maintaining Dealer Directory & eLearning Registration Database
Preparing invoices to Dealers for technical training course attendance
Managing internal & external communication - email distribution lists for Dealers etc
Supporting Dealer & training events – hosting etc
Preparing routine Dealer visit reports
Following relevant training, process basic in Warranty eScribe Estimates
Following relevant training, process Warranty Claims within agreed financial limits
Good level of PC literacy required: MS Office (Excel, Word, PowerPoint & Outlook)
Excellent interpersonal skills and good telephone manner
Proactive and professional attitude