Client Services Associate Resume Samples

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A Beatty

Arnulfo

Beatty

218 Olson Falls

New York

+1 (555) 175 7822

218 Olson Falls

New York

Phone

p +1 (555) 175 7822

Experience Experience

Detroit, MI

Client Services Associate

Detroit, MI

Dare and Sons

Detroit, MI

Client Services Associate

Assists in planning and implementing department goals and makes recommendations to management to improve efficiency and effectiveness
Work closely with Portfolio Management Team to assist with client questions
Work with Product Management Team to provide statistical information for various types of fund decisions
Provide back up support for department manager and represent the team in internal meetings comprised of all levels of senior management
Work with Product Development, Fund Administration and the Funds Client Service group to assist in the set up new MSIM proprietary vehicles
Provide assistance with building models using the S&P Global Market Intelligence Excel Plug-in
Manage complex projects and work requests with consistent accuracy and completeness

New York, NY

Registered Client Services Associate

New York, NY

Bosco and Sons

New York, NY

Registered Client Services Associate

Performs day to day tasks for individual salespeople, in addition to general office management
Maintains databases and creates reports using portfolio software programs
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes
Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients
Maintains detailed working spreadsheets of upcoming marketing trips
Assists Financial Advisors with marketing efforts including seminars, etc
Assists Financial Advisors with marketing efforts including seminars, mail outs, etc

present

Philadelphia, PA

Preferred Banking Client Services Associate

Philadelphia, PA

Lehner Inc

present

Philadelphia, PA

Preferred Banking Client Services Associate

present

Work with other departments to assist on the processing of specialized transactions. (Example: loan fees and special business banking capital calls.)
Participate in the development of department policies and/or procedures and assist with client specific projects as assigned
Perform duties & responsibilities specific to department functions & activities
Provides extraordinary service
Assist in audit of departments previous days new accounts and maintenance changes to ensure compliance with internal operating procedures
Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events
Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor

Education Education

Bachelor’s Degree in Accuracy

University of Oregon

Bachelor’s Degree in Accuracy

Skills Skills

Strong computer skills, with in-depth knowledge of Microsoft Excel and Word, as well as the ability to quickly learn and utilize multiple other applications
Knowledge of financial markets and the financial planning industry (highly desirable)
Strong attention to detail, commitment to accuracy
Demonstrate the ability to achieve quality objectives as outlined for particular role/function
Quality conscience with an emphasis on details (Business performance/Optimizing work processes)
Proficient in Microsoft Word, Excel (VLOOKUP, Pivot Tables, Charts), Outlook, and PowerPoint; Adobe and Visio
Ability to handle multiple assignments concurrently and ability to shift priorities in a fast paced ever changing environment
Basic knowledge of P&C industry and products (Business performance/business acumen & optimizing work processes)
Ability to handle multiple work assignments and demonstrate good time management
Ability to work with supervision and demonstrate good decision making skills

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Client Services Associate Resume Examples & Samples

2-5 years clerical-related industry experience; investment industry experience preferred
Series 7/63 is required
General understanding of the investment brokerage industry, securities regulations, and investment products. Understanding of operations system (i.e. forms and their purpose)

Financial Client Services Associate Resume Examples & Samples

2-5 years clerical-related industry experience; investment industry experience preferred
Series 7/63 is required
Knowledge and strong focus on processes for providing exemplary customer service; includes customer assessment, meeting quality standards for service, and evaluation of customer satisfaction
Interpersonal skills and communication skills (both written and verbal)
Knowledge of administrative and clerical procedures and systems such as word processing, spread sheet applications, managing files and records, and other office procedures and terminology. Ability to organize/prioritize

Cib-client Services Associate, Based Resume Examples & Samples

Fluency in Portuguese and Spanish a significant plus
Poise and experience to work with the most senior managers at client and within hedge and private equity fund services
Ability to work closely with their cross product peers to ensure consistency of service delivery and client satisfaction levels
Understanding of product interdependencies and the end to end process, including potential risks
Proactive, with a focus on finding the optimum client solution, whilst working within JPMorgan parameters and controls
Significant product knowledge of either Fund Accounting, Prime Brokerage, Custody or Transfer Agency and awareness of interdependencies of these products
Hedge and/or Private Equity Fund Services operations experience a plus
Client focus and ability to communicate at all levels within JPM and client organization
Risk Awareness and internal management of Incident Reporting and initiation of client claims processing

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

Strong client service skills with past futures experience
Knowledge of futures markets
MS Office/MS Outlook
Industry certifications(Not required, but a added plus)

Client Services Associate Resume Examples & Samples

Assist in all aspects of servicing existing client base and supporting new business opportunities by serving as the primary point of contact and overseeing all aspects of communication, including responding to ad hoc requests, coordinating transactions, and arranging periodic portfolio management calls and meetings
Monitor client accounts and portfolios, while maintaining an ongoing dialog to understand their investment objectives in order to provide portfolio managers and other internal parties with appropriate insight
Collaborate with portfolio managers and analysts to become well versed in all investment offerings in order to provide detailed and effective information to clients
Evaluate existing relationships to provide feedback and support business unit leaders in developing products and executing strategies to prospect and service new and existing opportunities
Track, coordinate, and complete client subscription and redemption requests
Respond to ad hoc requests and contribute to new projects/ initiatives as appropriate
Series 7 and 63/65 preferred or to be obtained within 6 months
2-3 years of relevant industry experience, preferably within wealth management and/or a client relationship management role
Knowledge of various investment vehicles, including Hedge Funds, Fund of Hedge Funds, and other alternatives
Proficient in Microsoft Word, Excel (VLOOKUP, Pivot Tables, Charts), Outlook, and PowerPoint; Adobe and Visio a plus
Ability to handle multiple assignments concurrently and ability to shift priorities in a fast paced ever changing environment
Must be detail oriented, reliable, and able to work independently on projects

Client Services Associate Resume Examples & Samples

High School Diploma or equivalent; prefer 2 years of college or business school certificate
2 years investment industry experience required; prefer 5 years investment industry experience
Series 7 and 63 or 66 required
Knowledge of administrative and clerical procedures and systems such as word processing, spread sheet applications, managing files and records, and other office procedures and terminology
General understanding of the investment brokerage industry and securities regulations
Basic understanding of operations system (i.e. forms and their purpose)

Client Services Associate Resume Examples & Samples

Practical problem solving
Strong communication skills (both written and verbal)
Excellent grammar and possess phone/office etiquette

Private Client Services Associate Resume Examples & Samples

Canadian Securities Course preferred
Knowledge of personal trust and estate planning preferred
Investments/Mutual Funds Industry experience, preferably in client services Strong verbal and written communication
Strong organizational, multitasking, and attention to detail
Strong commitment to service and project completion
Familiar with Microsoft Office, spreadsheet and presentation software

Client Services Associate Resume Examples & Samples

Distributing new account documents and required notifications to clients and reviewing new account forms for accuracy and completeness, including input of client banking details
Assigning account numbers and providing FAs with completed new account forms after management approval
Arranging and assisting with CHESS and sponsorship, off-market, broker to broker and issuer to CHESS transfer of client documents
Coordinating Initial Public Offering allocations and applicable client documentation
Liaising with back office and share registries regarding client and FA enquiries
Coordinating client seminars, conferences and presentations
Maintaining account files and undertaking regular follow-up on missing documents
Processing and monitoring stock settlements, including follow up with clients re outstanding funds
Knowledge of financial markets and the financial planning industry
Advanced in Microsoft Word, Excel and PowerPoint

Cib Ts Client Services Associate Based Resume Examples & Samples

Oral and written communication in English
Ability to act beyond established guidelines
Self Motivated
Client relationship
Sales presentation skills
Multi-tasking skills
Issue resolution
MS Office Skills
Expertise in business processes and procedures
Strong experience on the local market and products available for large companies

Small Business Client Services Associate Resume Examples & Samples

Work closely with our partners to support our advertising customers and deliver consultative support and education on our Facebook products
Perform data analysis and execute data-informed initiatives that will improve our customer experience and drive business growth
Identify trends to enhance the partner support processes, optimize workflows and improve operational efficiency
Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders, including the ability to synthesize feedback and adjust plans accordingly
Gather client and partner feedback to enhance ad products and the customer experience

Client Services Associate Resume Examples & Samples

2 years+ Financial services industry experience, client services/financial advisory experience preferred
Excellent verbal communication and presentation skills required
Series 7 and 66 registration preferred (firm will sponsor individual to complete both exams within three months of starting)

Client Services Associate Resume Examples & Samples

High School Diploma and 5 years equivalent work experience
Requires continual concentration and attention to detail with common interruptions to workflow
Excellent organizational skills, including planning, prioritizing and overseeing numerous concurrent projects
Working knowledge of computers and programs
Ability to work within a CRM database system and maintain proper client records
Critical thinking skills; Proactive attitude; Dependable; Quality Focused; Thorough and Problem Solver

Client Services Associate Resume Examples & Samples

To provide daily internal and external support for a suite of clients in all matters relating to the portfolio, with a particular focus upon fixed income products
To form part of the internal framework for client support, partnering in particular with Sales, Client Relationship Management and Investment teams
To facilitate the timely and accurate resolution of client queries and instructions
Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers
Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities
Working in close cooperation with outsourced operational functions at State Street to ensure timely and accurate completion of account set up and modification on all appropriate systems
Work with Product Development, Fund Administration and the Funds Client Service group to assist in the set up new MSIM proprietary vehicles
Strong relationship with legal and compliance to understand the requirements of, and provide feedback on, investment management agreements and all other associated client documentation
Completion of all checklists and forms used for the various client events
Using strong business sense and judgment to identify potential risk areas associated with new and existing business; making appropriate recommendations and highlighting those risks via the appropriate escalation channels
Working background in all aspects of Investment Management Operations, preferably with an understanding of transition activities
Direct experience operating within client services or a similar client facing role
Technical knowledge of fixed income and derivative instruments, portfolio characteristics and a basic understanding of investment processes
Has proven ability to interact with multiple internal and external functions including clients, legal, compliance, fund managers, sales, client service and other functional operations teams
Comfortable dealing with senior individuals and management across these functions
Strong business sense and excellent judgment
Proven experience of working investment management or a similar/related role
Excellent attention to detail and be a self-starter who is able to maintain a high standard of accuracy while managing multiple deadlines, a creative individual that can work both independently and as part of a team to exceed expectations. Strong communication and time management skills are essential

Cib Ts Client Services Associate Based Resume Examples & Samples

4 Escalates issues when necessary
4 May act as a senior point of escalation for external and internal parties
4 Analyzes client disputes and offers solutions that fit both client and company needs
4 Monitors daily performance against established metrics
4 May create and maintain client service calling plan, schedule and coordinate service reviews
4 Knows the client's business and internal workflows; identifies ways to streamline workflows to mitigate risk
4 Oral & Written communication in English
4 Ability to act beyond established guidelines
4 Experienced on Financial Institutions and Corporate relationship, products and services
4 Problem solving
4 Analytical skills
4 Organizational skills
4 Client relationship
4 Sales presentation skills
4 Multi-tasking skills
4 Issue resolution
4 Attention to detail
4 MS Office Skills

Aladdin Client Services Associate Resume Examples & Samples

Excellent written and verbal communication skills in English and Japanese. Able to engage in clear and concise communication, both verbally and in writing
Ability to work under high pressure
Good understanding of financial industry, functions, and product knowledge
Technology background (Unix, SQL, C++) a plus
Good problem solving and analytical skills. Experience in managing small projects would be an advantage but not a must
Is willing to work on rotating schedule that will include weekends, holidays and morning shift

Client Services Associate Registered Resume Examples & Samples

High School Diploma or equivalent; prefer 2 years of college or business school certificate
Knowledge of administrative and clerical procedures and systems such as word processing, spread sheet applications, managing files and records, and other office procedures and terminology
General understanding of the investment brokerage industry and securities regulations
Basic knowledge of investment products
Basic understanding of operations system (i.e. forms and their purpose)
Ability to organize/prioritize
Practical problem solving
Strong focus on providing exemplary client service
Strong communication skills (both written and verbal)
Excellent grammar and possess phone/office etiquette

Client Services Associate Resume Examples & Samples

Assume responsibility for quality and timeliness of all tasks delegated by Client Managers. The list will include but will not be limited to Task List (Attachment A)
Participate in internal communications on standard processes and reporting
Participate in meetings and on conference calls regarding current projects, updates and projections; lead as directed by Sr. Client Manager
Troubleshoot application and data issues and direct to the appropriate XLS contacts
Complete standard tasks with limited instruction and supervision
Understand and mitigate risk
Escalate high risk, complex or problematic issues to Manager
Work collaboratively and productively with members of XLS to troubleshoot and resolve issues
Possess Bachelors Degree
Strong aptitude for Technology
Possess understanding of eDiscovery processes and industry; litigation support experience or exposure
Possess strong technical grasp of technology tools and platform intricacies
Demonstrate excellent oral and written communication skills
Proven self-direction
Pro-active by nature
Capable of multi matter management and multi tasking
Able to think logically and provide creative solutions to complex problems
Translate technical language and terms to non-technical client base
Flexible in work hours and availability
Media Processing
Track New Media / Data
Confirm / modify processing specifications as necessary
Creating/ providing MD mappings
Requesting replacements for corrupt / pw protected documents
Migration Requests
Technical Issues
Account lockouts
Site issues (trouble viewing documents, site slowness, etc.)
Ownership and creation of corresponding Jira’s
User Accounts
New user requests, approval and sending credentials
General platform questions – How to …?
Platform Training
Review statistics
Privilege Log generation
Report view creation
Custom reporting (i.e. custodian month by month reports)
Setting up ‘chron’ reports
Track open items (i.e. matter communications, status of open items, eta for resolution)
Review Management
Creating Queues
Manipulating binder orders
Splitting review populations
Creating review populations
Conduct rolling permissions audits
Arrange meetings where applicable via conference calls/Webex
Searches
Issuing full Text / Metadata Searches
Locating specific populations / individual documents
Validating search terms Syntax formatting
Using Script Interface for Date Culls
Using Search Analytics for multiple term searching
Create search term hit reports
QC of peer / client searches
Remediation
Document moves
Custodian name remediation’s
Delivery remediation’s
One off remediation’s (i.e. tiff reloads that fail to tiff properly)
Metadata Management
Creation of MD fields/constraints
Ordering adjustments
Auditing / Housekeeping
Permission audits
Channel audits (visibility and the ability to search modules)
Search term audits over data deliveries
Systematically organizing and renaming multiple channel

O&t-icg-securities Services Corporate Action Client Services Associate Resume Examples & Samples

Perform proactive servicing for a designated portfolio of priority local and cross-border client relationships across product base (custody, corporate action related enquiries, etc.)
Handle client corporate action related enquiries and special requests by interacting extensively clients and operations departments (including our overseas processing agents)
Provide pre- and after- sales support for electronic banking services including conducting demos, implementation, user training and on-going problem solving
Work closely with Relationship Managers to develop, implement and execute comprehensive account plans and call programs
Perform periodic service reviews jointly with Relationship Managers and Customer Service Head
Provide feedback on client needs and liaise with operations and product development to implement changes in support of client requirements
Bachelor's degree holder with minimum 3-4 years of experience on client servicing with solid background in securities corporate action/asset servicing
Experience in broker dealer or custody corporate action and asset servicing is a must
Strong client orientation and team spirit
Ability to work independently and overtime
Fluent command in English and Chinese are mandatory

Client Services Associate / AVP Resume Examples & Samples

Covering client issues and inquiries regarding a variety of business lines’ activities
Working locally and regionally in resolving issues regarding settlement, payment, and/or confirmation
Create and provide valuation reports on all product lines traded by SOL
Involvement in diverse projects covering a wide range of products
Updating procedures relating to sensitive event activities
Notify clients on product events
Knowledge in structured products, equity, or fixed income derivatives
Understanding of internal product flow
Experience in working with overseas counterparties
Fluent in Japanese
Proactive self starter with strong initiative taking
Ability to use Microsoft Word office tools
Knowledge of front to back trade processes with market-specific trading and settlement requirements

Registered Client Services Associate Resume Examples & Samples

Process required paperwork for investment transactions; interact with broker-dealer
Client relations/Educate clients on services
Any and all other duties as assigned

Portfolio / Client Services Associate Resume Examples & Samples

Required to perform oversight of all internal and external deliverables and track the agent's performance against the established Service Level Agreement for their strategies, addressing operational deficiencies where required
Monitoring of Aladdin Dashboard, assist in resolution of trade fails, breaks and claims
Answer all Client, Portfolio Manager queries
Resolve break issues related to daily Aladdin reconciliations
Represent MSIM operations in senior capacity related to deliverables for internal audit, SAS70, SOX, cross-MSIM/divisional working committees
Ideal candidate will have at least 5 years of experience in Investment Management Operations, and have experience with Fixed Income products
Bachelors Degree or equivalent (Finance, Economics or Accounting preferred) and demonstrated, proven experience in Financial Services Operations or similar role
Familiarity with BRS Aladdin would be advantageous

Client Services Associate Resume Examples & Samples

Play a visible, primary point of contact role and ensure direct accountability for matter success
Lead project/matter communication meetings, and status updates; ability to offer suggestions, solutions and recommendations
Identify areas for matter and account improvements and initiating and implementing related projects
Identify ways to leverage existing data, initiate and implement data mining projects across matters and teams
Collaborate with Team Manager to audit matter/application/process design and implementing updates and new technology and releasing same to clients
Create and update internal and client-facing matter/account documentation and general internal guidance and knowledge base information
Engage in consultative and advisory role with client partners on technology based solutions
Able to make sound judgment calls on internal and external projects, keeping management in the loop but not requiring instruction
Master technical knowledge of our application and other industry-standard technologies
Minimum 1-2 years in a professional office environment, e-discovery and/or legal industry exposure is a plus
Possess Bachelor’s Degree, JD preferred but not required
Represent XLS in high level client meetings without additional management present
Able to grow relationships with clients and with other industry contacts

Client Services Associate Resume Examples & Samples

Taking ownership for customer enquiries, ensuring all matters are resolved in a timely manner
The calculation of provision of termination quotes
Working closely with other areas of the business including sales, credit and legal to ensure our service level targets are met
Supporting our settlements department in the review of finance documentation (including ancillary documents for accuracy, legality and compliance)
The reconciliation and preparation of payment to third party service providers
The preparation of finance documents
Communicating with introducers to ensure all a high level of service is provided and our quality standards are adhered to
Excellent verbal and written communication skills and an excellent phone manner
Tertiary qualifications desirable and a genuine interest in building a career in financial services
A recent commerce/finance graduate
Strong attention to detail , numerical skills and intermediate Excel skills
Be a team player with the ability to work unsupervised and independently
Be self motivated and performance focused

Client Services Associate Resume Examples & Samples

Assist in the retention and servicing needs of clients on a daily basis
Field plan sponsor and participant phone inquiries and provide follow up when necessary
Attend and participate in selected client meetings and sales meetings with V.P. and Director of Retirement as needed
Draft client meeting minutes for meetings attended
Conduct one-on-one participant education sessions and group presentations
Manage and provide schedule of retirement team projects, including regularly scheduled client meetings, plan record keeper request for proposals and new business request for proposals
Manage the day to day relationships of current clients as directed by the V.P. of Retirement
Take the lead on new client implementations and current client plan record keeper conversions
Work with plan record keepers in an effort to service current clients and problem solve client issues
Assist the team in performing investment due diligence on mutual funds and writing commentary for client reports
Assist in the creation of client investment reports
Manage quarterly billing process
Data entry into Salesforce
Assist V.P. of Retirement in lead generation and new prospect opportunities
Learn other lines of business offered here and effectively communicate and cross-sell opportunities with new and current clients
Consulting experience and retirement plan experience a plus
Overall investment and industry knowledge
Experience giving group presentations

Client Services Associate Resume Examples & Samples

Series 7 and 66 required; (63 and 65 acceptable in lieu of 66)
Understanding of the investment brokerage industry and securities regulations
Knowledge of investment products
Understanding of operations system (i.e. forms and their purpose)

Registered Client Services Associate Resume Examples & Samples

Receives unsolicited orders from clients
May enter unsolicited trades at the direction of the Financial Advisor
Opens new accounts
Creates and maintains records and files
Receives cross-training and assists with other operational functions as required
Use mathematics sufficient to process account and transaction information
Work independently
Provide a high level of customer service
High School Diploma or equivalent and a minimum of five (5) or more years licensed securities industry service experience

Client Services Associate Resume Examples & Samples

Operational Responsibilities including trade booking and reconciliations
Client Servicing including taking client orders and following up on general client enquiries
Administration responsibilities which will help in the support to the sales
The role will require a university graduate with fluency in both English and Mandarin
Our client would prefer someone with relevant experience in Private Wealth Management and someone with HKSI Paper 1 licence

Client Services Associate Resume Examples & Samples

Assist advisers and clients with administrative support
Establish and maintain relationships with clients and other areas of the bank
Respond to client/adviser requests in a timely and efficient manner
Ensure a high standard of communication both oral and written
Support advisers with new applications, procedures, systems and initiatives
Updating and amending client records
Proven experience in an Adviser Assistant role
The capacity and ability to take on a high level of responsibility to ensure tasks/objectives are satisfactorily completed
The ability to work individually or as part of a team
A high level of motivation and drive to commit to work related activities and goals
A high level of tenacity and the ability to solve problems effectively
RG 146 (completed)
Experience with XPlan would be advantageous

Registered Client Services Associate Resume Examples & Samples

2 years investment industry experience required; prefer 5 years investment industry experience
Series 7 and 63 or 66 required
Private equity experience preferred
KNOWLEDGE REQUIRED

Investor Client Services Associate Resume Examples & Samples

Provide day to day support to current and prospective clients
Assist in the development of presentations, pitch books and regular client reporting in support of all client service, relationship management and business development efforts
Assist with a variety of special projects and process improvement initiatives
Bachelors degree required; Masters degree a plus
Minimum of 3 years experience in client services, investor relations or related function within or supporting the investment management industry; experience in real estate strongly preferred
Strong understanding of investment strategies and themes
Strong market and industry knowledge, and the ability to integrate critical information from diverse areas
The capacity to comprehend the investment organizations products, processes, and service needs and to respond to them
Strong critical thinking and work ethic with a demonstrated ability to manage multiple projects within deadlines
Highly responsive, team player with a collaborative style

Client Services Associate Resume Examples & Samples

Processes and follows up on client documentation for proper maintenance of accounts
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
High School Diploma or equivalent and one (1) to five (5) years securities industry or related work experience preferred

Client Services Associate Resume Examples & Samples

High attention to detail with the ability to multi-task and prioritize
Clear communication and customer service skills
1+ year of digital advertising experience
Agency or publisher experience highly preferred, but not required

Client Services Associate Resume Examples & Samples

Liaise with back office and share registries regarding client and FA enquiries
Ability to maintain files
Well-developed IT literacy, database and analytical skills
Personal Attributes/Interpersonal skills

Client Services Associate Resume Examples & Samples

Work closely with advisers and the Paraplanning team to assist with the preparation of all advice documentation
Complete Records of Advice and basic transactional Statements of Advice for advisers
Collate, interpret and accurately record client information
Participate in process development initiatives to increase efficiencies
Problem solve and prioritise competing adviser requests in a fast paced environment
Ensure a high standard of communication
Proven experience in a similar role within Wealth Management
An understanding of the advice process
Display a high level of resilience and strong ability to prioritise tasks
The ability to work individually and work with and contribute to a broader team
A high level of tenacity and the ability to solve problems effectively and efficiently
RG 146 and DFP or equivalent

Client Services Associate Analyst Resume Examples & Samples

Experience using and updating MPS
Ability to work in a fast paced environment with a changing production schedule
Familiarity with Lean principles and willingness to pursue process improvement projects
Minimum of two (2) year college degree in Business/Engineering or equivalent work experience

Private Client Services Associate, Tax Resume Examples & Samples

One or more years prior experience in accounting, finance, or legal required
Experience working in public accounting or the private client area preferred
Strong analytical, research and critical thinking skills

CIB Investor Services Derivatives Clearing Client Services Associate Resume Examples & Samples

Manage relationships with Futures and OTC clearing clients while working to grow J.P. Morgan’s wallet share with each customer
Oversee business profitability via ownership of client pricing and cost management (e.g., commission schedules, capital consumption, guaranty fund requirements and operational costs)
Provide clients and internal partners with granular, value-added product and workflow expertise
Support clients as they navigate evolving regulatory landscapes
Develop and leverage subject matter expertise in clearing house rules, risk management practices (i.e., portfolio margining) and operational flows
Understand, synthesize and assess new requirements from potential and existing clients
Review any bespoke client requests and assess their merit in the context of the potential profitability, resource consumption and the broader business agenda
Product knowledge in listed and/or OTC derivatives
Ability to learn, absorb and synthesize new information and concepts
NFA Series 3 registration required pre-or-post hire

Client Services Associate Resume Examples & Samples

Excellent written and verbal English communication skills
Exceptional problem solving and analytical skills
Customer service and/or project management experience
Strong organizational skills, attention to detail, and the ability to multi-task
Working knowledge of MS Office
Ability to prioritize and schedule tasks and work in a team environment
Must be willing to learn new things, be open to challenges and thrive on success

Client Services Associate Resume Examples & Samples

Respond to client requests for new project initiatives. The Client Services Associate collaborates with various members of the production team to assess the scope of work and produce cost estimates for web and software localization as well as traditional translation projects. The Client Services Associate assesses the competitive landscape, develops project proposal and negotiates budget and schedule with the client
Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion. The Client Services Associate is responsible for ensuring that any pitfalls are addressed and resolved by the project team
Support the new business efforts by attending sales meetings, participating in sales calls, preparing RFPs and cost estimates and entertaining clients
Take a proactive role in learning about clients’ industry, business needs and company culture, educating the project team, identifying new business opportunities and providing a high level of service
Monitor and communicate project progress, ensure strict adherence to deadlines and budgets and ultimately produce high quality deliverables
Serve as the central point of contact for and liaison between external clients and internal production staff
Set and fulfill client expectations
Minimum Bachelor’s Degree from a 3-year college or university
Superior written and spoken communication skills in English and native level Arabic
Ability to calculate discounts, interest, commissions, proportional percentages
Ability to apply these concepts to develop practical solutions
Proficiency in Microsoft Office (Word, Excel, Outlook); MS Project desirable but not required
Candidates for Senior positions must have a familiarity with web technologies, desktop publishing software, database and network environments, translation memory tools, etc
Willingness to travel to offsite client or sales meetings
The ideal candidate will demonstrate an ability to: multitask in a fast-paced environment, work well with people from a variety of different backgrounds and cultures, build relationships with clients and co-workers, work independently and as part of a team, take active measures to solve problems and commit to a high level of service

Client Services Associate Resume Examples & Samples

Minimum Bachelor’s degree or equivalent
Substantial customer service and/or project management experience
Business degree and or customer service experience is preferred

Personal Investing Client Services Associate Resume Examples & Samples

Prepare daily & monthly call performance reports
Collect phone deals, application forms and client’s original instruction for passing to relevant teams for processing
Prepare fulfilment packs and sent to clients
Handle team administration tasks, order stationery, lunches / tea time for lunch in, overtime work, submit overtime forms for team
Offer general administration duties including issue contract notes and statements, photocopying, filings and distributing memo, files & letters
Handle ad-hoc projects and tasks as assigned by line managers
Update procedures where applicable
Answer inbound calls for acting as corporate reserve and handle general enquiry during peak hour
Conduct outbound service calls upon request
Bring clients’ voices into the organisation
Handle client correspondence
Perform User Acceptance Test / Healthcheck for system / applications upgrades
Assist in ad-hoc projects / new initiatives
Other duties assigned by the line managers
Ability to work on multiple tasks/priorities with a strong client service focus
Ensure personal client service key performance indicators are met
Resolve daily issues independently
Excellent command of English, Cantonese and Mandarin
Client focused & service oriented
Be a strong, positive team player
Strong problem solving skills in handling both internal / external client enquiries
Can conduct himself/herself in a professional fit and proper manner
Advocate Fidelity’s values internally and externally

Preferred Banking Client Services Associate Resume Examples & Samples

Order checks, deposit slips and other deposit supplies from our Check vendors
Be able to navigate research and answer questions using our check image and check 21 programs. Have an understanding on how to read our customer’s documentation using the Onbase program
Perform duties & responsibilities specific to department functions & activities

Preferred Banking Senior Client Services Associate Resume Examples & Samples

Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments. Process purchase and sale of foreign currency banknotes and foreign drafts
Responsible for approving wires per authority limits. Process incoming and outgoing wire transfers, research and resolve issues with rejected wires due to NSF, invalid account numbers, missing/incomplete information. Escalate when necessary. Follow up on wire tracers and cancellations
Assists clients by phone, e-mail and in person with transaction requests and account inquiries. Initiate courier service for pick-up and deliveries of customers deposits/cash withdrawals and documents delivery as applicable
Process clients requests for check orders and other deposit supplies from our check vendors and follow up to ensure receipt
Responsible for processing the daily interactive reject report; contact Preferred Banker, Relationship Manager, Business Manager or client for pay or return decisions and to ensure that the overdraft is covered in a timely manner
Process automatic banking system applications and internal/external ACH transfer requests; ensure these are placed on system accurately
Issue cashier’s checks as requested and in accordance with bank policy and procedures. Process stop payments and stop payments releases as requested
Process account closings as requested, ensuring that loan auto-debits, ATM cards, ODLOCs, etc. are also closed following the bank’s Account Closing Checklist
Order ATM cards and process Instant Issue ATM cards as needed. Process client’s requests to increase ATM/POS limits and submit travel declaration forms. Assist clients with ATM questions and with the ATM department to help expedite any issues, questions or concerns
May be required to hold a state notary commission and notarize bank documents for FRB clients
Work with other FRB internal departments to assist with the processing of specialized transactions. The Senior CSA works as liaison with other departments to meet the client’s needs and to help expedite the completion and resolution of any client’s requests, issues or concerns that requires the involvement of another department in the resolution process
Perform duties & responsibilities specific to department functions & activities required or assigned by supervisor/manager
Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
Effective communication skills, both written and verbal
Ability to multi-task and prioritize workload
Risk Management Skills
Proficient in MSO, Excel, Word, Outlook & other banking programs
Minimum 2 years of banking experience and knowledge of bank operations

Preferred Banking Client Services Associate Resume Examples & Samples

Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate
Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team). Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up
Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor
Participate in the development of department policies and/or procedures and assist with client specific projects as assigned
Excellent organizational, communication (both verbal and written), and client relationship management skills (whether interaction is in person, over the telephone or via email)
Exceptional problem solving proficiency
Series 7 and 63 licenses preferred, Series 65 or 66 licenses may be required
Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions
Must be able to travel in a limited capacity

Client Services Associate Resume Examples & Samples

Facilitation of all administrative client queries
Prioritise competing adviser requests in a fast paced environment
Good knowledge of Microsoft Office Suite
Finance, Business or Economics degree preferable but not essential
Experience within a similar role preferred

Client Services Associate Resume Examples & Samples

Minimum of 3 years’ experience in similar role supporting customers
Logistics experience considered a plus
Professional written and verbal communication skills are required to clearly convey ideas, information, and concepts
Experience with an ERP/CRM database and superior attention to detail to accurately input data and navigate a database are required
Inside sales experience considered a plus
Experience working with international customers
Understanding or ability and desire to learn Sensitech’s client base and industries
Ability and desire to succeed in a cross-functional working environment required
Desire to grow with company

Client Services Associate, / III / Senior Resume Examples & Samples

Understanding of the application of benefit contracts, pricing, policies, and legislative regulations
Excellent knowledge of government regulations, coordination of benefits, and healthcare terminology
Excellent knowledge of claims and products
Excellent knowledge of the various operations of the organization, products, and services
Strong attention to detail to accurately enter data and research and resolve questions
Strong verbal communication skills including active listening; uses basic written communication skills to record client activity in database
Previous experience using PC, database system, and related software (word processing, spreadsheets, etc.)
Good typing and keyboard skills
Bilingual (English/Spanish) a plus

Account & Client Services Associate Resume Examples & Samples

Field requests directly from members via phone or e-mail; listen intently and identify needs
Help educate members and prospects in the moment regarding our web-site, services available, how we are organized for our customers, etc
Execute against and resolve certain administrative requests/issues (web-site access, meeting or teleconference inquiries, customer data collection and maintenance etc…)
Execute against and resolve broader product and service inquiries (how to find specific research on our web-site, explain specific products or services available for a given topical area, articulate CEBs value, etc…)
Escalate members and their requests directly to functions or individuals that can best address their needs either in the moment or in follow-up
Communicate and collaborate with relevant internal functions to resolve member issues and improve service execution
Assist with Service and Marketing campaigns through inbound support and lead management activities; including basic lead qualification and prospect outreach via e-mail or phone
Assist Member Support Center Management in documenting, tracking, and analyzing request trends, issues with inbound process, request fulfillment metrics, and inbound volume patterns in order to improve service execution
Superior customer/member service ethic
Superior interpersonal skills; excellent written & oral communication skills; exceptional facility in scripted and extemporaneous speaking
Effective time management skills and ability to meet deadlines; demonstrated poise and grace under pressure; demonstrated initiative and resourcefulness; ability to build relationships and work well across functions
Strong work ethic; strong attention to detail; ability to work well with others
Strong typing and computer/phone navigation skills required
One to two years of Customer Service experience preferred
College degree in a related discipline

Client Services Associate Resume Examples & Samples

Retrieving incoming calls and directing them to the proper extension
Properly documenting client interaction within the LIMS
Maintaining follow-up work lists as assigned by the Supervisor or Manager
Assisting with email requests that are sent to the helpdesk as delegated by the Supervisor or Manager
Assisting with distributing and attaching incoming faxes to the proper location
Maintaining an organized and clutter free work environment
Understanding the set of structured questions and responses as they relate to the products Ambry provides
In a timely fashion, pleasantly and courteously provide support in every means of interaction with the client
Excellent telephone and communication skills
Capable of excelling within a team environment
Capable of accomplishing workload and additional projects with no supervision
Ability to communicate effectively, attention to detail, ability to prioritize work, computer skills, working knowledge of standard office equipment printers fax machines, phone systems, office software and internet)
Flexibility regarding job assignments
Previous experience in medical billing or clinical laboratory administration is preferred
Ability to read and interpret documents and Ambry requisitions, operating and maintenance instructions, and procedure manuals
Ability to speak effectively one-on-one, in group settings, with clients, and with employees of the organization
Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals

Client Services Associate Resume Examples & Samples

May solicit orders from clients at the direction of the Financial Advisor
May enter unsolicited trades at the direction of the Financial Advisor
Opens new accounts
Maintains client information and creates reports using portfolio software programs
Assists Financial Advisors with marketing efforts including seminars, mail outs, etc
May provide investment advice on less active accounts for the Financial Advisor or for their own accounts
High School Diploma or equivalent and a minimum of five (5) or more years licensed securities industry service experience

Ci-operations & Client Services Associate Resume Examples & Samples

Serves as the primary contact for all operational issues that require attention and/or resolution; interfaces with internal/external counterparties such as client onboarding, order monitoring, addressing client enquiries and preparation of client reports
Coordinates and communicates operations updates across groups, vendors, clients and Asia Sales Teams on key operations initiatives
Assist Team Manager to manage and oversee critical operational functions or key processes perform by internal group or external vendors for clients and products in Asia
Develops and maintains detailed documentation of operational procedures, workflows, and administrative matters which also include the preparation of Operations Guides and coordination of the Semi-Annual, and Annual reports for local registered funds/ETF
Provide support to the local funds’ Oversight Service Review meeting with stakeholders, which includes arrange the logistics, sending agendas and taking minutes
Participates in regular operations meetings with internal groups and external service providers and takes ownership of key issues/initiatives through resolution
Handle special client reporting and address queries with responses to requester
Acts as key operations resource in the development of operational support, systematic solutions or manual processes for both internal and external business requirements
Actions on risk mitigation for all Operations related risk items by focusing or identifying key risks; or any risk management initiatives as identified by management or Risk Council
Supports and performs Business Contingency Plan test for Operations related tasks
Performs other duties and participates in special projects as assigned
Undergraduate degree in Finance or Business related concentrations or an equivalent combination of training and experience
Minimum of 3 years work experience in Investment Operations or Client Services for Asset Management Company or Fund Administrator
Minimum of three years work experience in Investment Operations or Client Services for Asset Management Company or Fund Administrator
Strong written and oral communication skills in English. Fluent in Cantonese and Mandarin. Excellent interpersonal skills
Strong knowledge in investment products, fund administration and fund distribution platform
Strong demonstrated analysis and problem solving skills
Excellent coordination and time management skills

Client Services Associate Level Resume Examples & Samples

Provide exceptional service to inbound calls from Financial Professionals and Self Directed Investors
Serve as Product Expert for clients
Take and process client trade orders quickly and accurately
Research and resolve basic and administrative problems
Assist in the development and implementation of policies and procedures
Support ProFunds and ProShares sales and marketing campaigns
Interface with outside service providers (e.g., transfer agent) as required
Maintain knowledge of legal requirements and government regulations affecting Mutual Fund and Exchange Traded Fund industry
Ensures policies, procedures, and reporting are in compliance
Contribute to completion of department initiatives
Perform other duties and responsibilities as assigned
NASD Series 7 and 63
2 years experience with inbound customer service calls and/or outbound sales
Mutual fund, exchange traded fund, or securities background with an emphasis on client services/customer service
Excellent analytical and problem solving skills with a high degree of customer focus
Innovative thinking with the ability to adapt quickly to change
Effective written and oral communication skills and excellent interpersonal skills required
Knowledge and expertise in Microsoft office products and internet
Ability to work in a fast paced team environment without close supervision to the highest levels of quality and communicate problems and/or concerns in a timely fashion

Client Services Associate Resume Examples & Samples

Bachelor’s degree or equivalent work experience combined with a technical school certification
Minimum of 1 years of call center experience
Demonstrated ability in handling multiple priorities in a fast-paced environment
Must be able to work well in a team environment and contribute to team achievements
Ability to plan, organize and prioritize workload in an efficient manner
Advanced English Language skills, both verbal and written
Demonstrated ability to effectively communicate with all levels of personnel within the organization
Problem-solving and analytical skills

Client Services Associate Resume Examples & Samples

Provide excellent customer support to ensure maximum satisfaction and a positive experience for our clients
Maintain stock option, restricted stock, and employee share purchase plan data on Solium's proprietary platform Shareworks
Process transactions related to restricted stock or employee share purchase plans
Answer client questions and issues as they arise and escalate appropriately
Regularly interact with account teams and other Solium contacts for assigned accounts
Participate in ongoing educational training to expand knowledge base
Deliver optimum service to our customers, including corporate client account administration and phone coverage as required
Track open issues and handle problem situations, escalating as appropriate
Resolution of errors reported by system monitoring tools
Production of financial and administration reports
Manage customer expectations to ensure maximum satisfaction with Solium's products and services
Support miscellaneous tasks and projects as assigned

Client Services Associate Resume Examples & Samples

Provide support and information to customers over the phone and through written communication
Actively promote and upsell Fidelity’s products and services
Take ownership of customer queries – addressing the root causes of issues and resolving them to the complete satisfaction of each client
Identify improvements in our processes and procedures
Work efficiently and effectively to meet team targets
Stay up-to-date with products and processes through regular training and continuous learning

Client Services Associate Resume Examples & Samples

Project accounting, financial analysis and contracts management ? work with accounting and finance teams to maintain complete and accurate project financials, budgets and forecasts. Conduct project, client and team financial reviews and analysis for Delivery and Sales leadership
Delivery Management ? Support the delivery management team in establishing and executing processes to track project budgets, quality overviews and governance of our key client engagements
New Project Setup ? track resource allocation and assist in on-boarding new team members. Maintain on-boarding documents and training plans to help all new hires become productive on customer assignments and soon as possible
Business Development - Provide business and proposal development support by preparing proposal responses, aligning recruiting efforts and assembling the resource team for proposals and engagements
Client support activities-work with Sales and Delivery executives to set up client conferences, tradeshows and customer outings to drive Celerity brand and foster business relationships
Minimum of a Bachelor's Degree
1 ? 3 years of office experience, either internships or full time
Interest in pursuing a career in business consulting
Ability to multi-task and be successful in highly dynamic roles where priorities shift on a frequent basis
Excellent interpersonal, organizational, written and verbal communication skills
Highly proactive with ability to change direction quickly and take on new tasks
Proficiency with Microsoft Office Suite, include excel and powerpoint
Strong results oriented approach
Self-motivated and possess a great sense of urgency

Registered Client Services Associate Resume Examples & Samples

Markets and coordinates corporate access and analyst meetings
Outlines proposed meeting schedules, solicits interest from investors, and sets the schedule based on management targets and commission levels
Acts as liaison to the roadshow desk
Maintains detailed working spreadsheets of upcoming marketing trips
Updates and monitors client research report subscriptions
Coordinates and facilitates conference calls between clients and analysts
Operates standard office equipment and uses required software applications
Ability to learn both general and nuanced information for each client account under the sales assistant’s purview
Planning and organizing non-deal roadshows, analyst marketing and conferences
Marketing sponsored events to appropriate clients
Outlining logistics of meetings and travel that collectively satisfy the needs of sales, management, analysts and clients
Responding professionally to inquiries and researching and resolving problems in a timely manner
Using standard office equipment and required software applications for electronic communication, spreadsheets and databases
Attend to detail while maintaining a big picture orientation
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Communicate effectively, both orally and in writing
Provide a high level of customer service, including demonstrating sensitivity to customer needs and responding proactively
Establish and maintain effective working relationships with others
Maintain currency in sales/ trading polices and procedures
Minimum of three (3) to five (5) years’ experience in a sales and marketing environment or financial services industry

Client Services Associate Resume Examples & Samples

·On boarding new customers
·Routine calling program with existing customers
·Providing customer support via our CRM system
·Acquisition of new customers via email and telephone
·Engagement program renewals
·Identifying new opportunities and implementing strategies to gain new customers
·Creating sales and client support material in order to assist with our programmes
Administration tasks including reporting from our various in-house systems to support Client Service work and Sales support

Client Services Associate Resume Examples & Samples

Serves as first point of contact and interacts continuously with clients, customers, and guests thereby serving as the first impression for our company to these individuals
Front Desk administration including phone coverage (Reception)
Maintains best in class customer service delivery at all times
Directs visitors and manages incoming telephone calls for the office
Manages the visitor log and company lobby areas to comply with Workplace Health, Safety, and Environment policies and laws
Serves as secondary contact for employees and vendors regarding all local Facilities issues
Serves as secondary liaison for all maintenance and repair issues between building, Property Management, and outside vendors
Orders and assists with some stocking of supplies for the office and the break room, to include: food, drinks, utensils, etc
Provides book-keeping and accounting support for the local operation
Provides guidance to vendors in delivery of services
Completes minor projects assigned by the office manager
Works on assignments that are semi-routine in nature but recognizes the need for occasional deviation from accepted practice
Customer Service: Requires high performance in delivering best in class customer service
Communication: Requires strong oral and written skills, professional business appearance at all times
Organization: Requires attention to detail, ability to effectively multi task and prioritize responsibilities, extensive experience in most responsibilities as listed in the Job Description, and has advanced skills for developing systems and processes for smooth office operations
Attitude: Self-motivated with the ability to work with little direct supervision. Team player with positive attitude to challenges
Education/Experience: A minimum of 2 years of related experience is a plus, however we encourage recent College graduates to apply
Computer Skills: Ability to use office applications, and prior experience with Oracle is a plus

Client Services Associate Resume Examples & Samples

Gathers information, researches and/or resolves inquiries
Uses the organization's resources to enhance customer / client satisfaction
Evaluates improvements to various systems

Client Services Associate Resume Examples & Samples

Portuguese required / Spanish strongly preferred
3-5 years’ experience in a fast paced and agile customer service environment
Understanding of events industry
Strong interpersonal and relationship building skills; strong team player
Superior written and verbal communication skills; including presentation and facilitation skill sets
Well defined time management and organizational skills; ability to prioritize workload and operate with a structured and passionate approach/methodology to deliver results

Client Services Associate Resume Examples & Samples

Build relationships with existing clients to ensure that they are engaged and getting the most value from our services
Proactively work with clients to understand their current IT related business initiatives and align them to the appropriate Gartner research and expertise
Engage with C- Level executives and conduct client meetings over the phone
Partner with Sales Executives to manage client relationships
1+ years of experience within a professional business setting AND/OR recent graduates with 1-2 business related internships
Experience within a performance based environment preferred
Passion for customer service
Excellent verbal and written communication skills (Organize and communicate information clearly)
Strong computer efficiency (Microsoft Office Suite)
Interest or experience in IT related industry
Ability to plan and prioritize daily tasks and responsibilities
Ability to work independently to meet individual performance goals
Proven ability to build relationships

Client Services Associate Resume Examples & Samples

1-3 years of direct drug development research or other scientific-related experience preferred
Ability to work to deadlines
Ability to communicate appropriately and effectively with clients
Positive attitude and sense of urgency

Senior Client Services Associate Resume Examples & Samples

2-4 years of direct CRO/pharma or other business-related experience preferred
Demonstrated computer skills – requires excellent MS Office experience (specifically Excel, Word, Outlook)
Demonstrated ability to plan, multi-task and prioritize
Demonstrated teamwork, communication (written and verbal), and organizational skills
Experience in a scientific or logistics environment is a plus
Knowledge of other software applications (i.e. SFDC) preferred
Ability to communicate appropriately and effectively with clients and internal partners

Preferred Banking Client Services Associate Floater Resume Examples & Samples

Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, Purchasing and selling of foreign currency and foreign drafts, or any other banking needs and able to balance within 30 minutes
Be able to navigate research and answer questions using our check image and check 21 programs. Have an understanding on how to read our customer’s documentation using the OnBase program
Work with internal departments to confirm and update client information, help expedite any research requests and/or refer them to the appropriate department to meet requests in a timely manner
Accuracy
Positive Attitude

Institutional Client Services Associate Resume Examples & Samples

Develop and maintain excellent relationships with both existing and prospective investors to streamline information delivery; preparing document requests, due diligence questionnaires and presentations
Ensure best-in-class accurate and timely support when booking, reconciling and summarizing capital activity (i.e., subscriptions, redemptions, transfers) liaising across internal teams and external administrators
Collaborate closely with various teams throughout the organization including accounting, engineering, risk, legal and compliance to assist with the development of client materials and analytics
Assist with a variety of bespoke projects and process improvement initiatives

Glcm Client Services Associate Resume Examples & Samples

Communicate with stakeholders at a regional/global level; ensure effective internal and external communication and sharing of such projects. Serve as liaison between Client Service and other project stakeholders
Support the Regional Head of CM to ensure the performance objectives of the business are achieved. Work beyond the scope of the Service function, to support sales, product, operations and the rest of Client Management to deliver the strategic objectives of the business
Act as a service sponsor to support all top tier clients
Minimum of 4 years working in the banking industry
Bachelors degree in business, related field or equivalent work experience
In-depth knowledge of industry standards related to all Cash Management products and services
Experience with or knowledge of local regulatory requirements related to Anti-Money Laundering
Proven ability to deliver creative and flexible customer solutions
Ability to understand a customers business and the fundamentals of running a business
Ability to interact with business customers at all levels
Excellent interpersonal skills and ability to interact and build relationships with internal and external stakeholders
Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations
Experience in driving team and individual performance to achieve customer and financial targets

Client Services Associate Resume Examples & Samples

Excellent interpersonal relationship building skills
Extremely organized and highly motivated
Familiar with Microsoft Suite and Project Plan
Commitment to teamwork and results
Understanding of the overall translation processes is preferred

Client Services Associate Resume Examples & Samples

Providing excellent customer service to clients both internally and externally
Administrative support of Financial Advisors including calendar management and office management
Servicing of Client Accounts including opening and closing accounts
Processing IRA withdraws, processing appropriate paperwork
Ensure compliance paperwork with all transaction
Answering client questions regarding statements and Accounts
Act as a liaison between Financial Advisors and clients

Client Services Associate Resume Examples & Samples

Manages customer purchase order process in accordance with forecast and contract adherence
Manages the client relationship with the customer representative(s) through meetings, site visits, teleconferences, and other forums to ensure that issues are addressed and timeline activities are met
Manages all customer supplied Active Pharmaceutical Ingredient (API) and material requirements as needed, including changes and deliveries to support the agreed site operations plan
Mitigates any outstanding issues affecting production or release of product with client
Monitors product supply chain for specification changes and deviations that impact product supply and coordinates timely resolution
Communicates and resolves issues with client, business management, and demand and supply chain staff
Executes/facilitates routine customer requests such as inventory report requests, batch status requests, sample requests, and documentation/paperwork requests
Attends/supports the demand and supply meetings and Customer Sales and Operations Planning (S&OP) meetings, ensuring client requirements/commitments are accurately represented

Institutional Client Services Associate Resume Examples & Samples

Dedicated support to key institutional client accounts assigned
Management of client related projects (dedicated service initiatives, custom configurations, etc.)
Problem management with focus on wide scale service issues. (Trade and margin analysis, account configuration and funding, cash and derivative products, global exchanges and technical services)
Investigation of customer inquiries regarding trade-related issues (e.g., executions, position liquidations, order trigger conditions, trade cancellation requests, etc.)
Analysis of existing systems and procedures in order to recommend and assist in the implementation of enhancements
Resolution of client inquiries, concerns and complaints via telephone, e-mail, and on-line chat
Education: Degree in Finance, Economics, Business Administration or other related field
Experience: Minimum 4 years financial industry experience with trading or brokerage services background preferred
Languages: English and German – French, Spanish and Italian a plus
Product Knowledge: General market knowledge in futures, options, and the equities markets
IT Skills: MS Office, with Bloomberg knowledge as a plus
Strong interpersonal and written communication skills

Client Services Associate Funds Group Resume Examples & Samples

Provide superior and comprehensive service to all individuals who interact with the Fund Services Department
Act as the primary contact and support for team of direct shareholders
Prepare and send welcome letters to shareholders
Generate Account Record Forms
Coordinate the processing of transaction and maintenance items
Answer questions and research issues
Review and approve new account applications
Update and maintain procedures
Other projects and responsibilities as assigned
Bachelor’s degree required, with a strong record of academic achievement
FINRA Series 6, 63, and 26 licensed or obtain within 90 days
Proficient in Microsoft Excel and Word
Strong analytical and communication skills, including telephone communication
Comfortable with multiple demands of a fast-paced client service environment
Work independently with strong prioritization skills

Registered Financial Client Services Associate Resume Examples & Samples

Engaging clients in meaningful dialogue to identify unstated needs or financial goals and educating clients on how Scottrade products and services may meet those needs
Researching, educating and supporting trading for clients in a timely manner and accurately entering client trades
Partnering with Branch and Service Center specialty teams to support clients
If unlicensed, adhering to Scottrade’s Series 7 and 63 license study time and schedule
Performing other duties as assigned
There may be opportunities to earn overtime pay when we experience seasonal or market driven increases in call volumes

Client Services Associate Resume Examples & Samples

Manages all service providers (i.e. printers, creative partner, fulfillment partner) to insure client satisfaction with card service and delivery
Builds and develops work back schedules for all card program initiatives
Acts as liaison between CSL and the client on material production
Manages review and approval processes (i.e. eDocket, ZincMaps) as well as all Pharmaceutical Advertising Advisory Board (PAAB) approvals
Works with CSL leadership team and outside agencies to develop promotions and promotional materials to increase card uptake and return on investment
Develops client marketing material to support card programs (HCP faxes, call scripts, detail aids, brochures)
Coordinates the preparation and delivery of RxHelp card and other materials to customers
Works with our adjudication partner company to insure adequate inventory is available for all fulfilment
Develops, manages and maintains strong relationships with major customers and partners
Creates, enhances and consistently maintains high corporate profile with key customers and strategic business partners
Works closely with the rest of the CSL team to gather feedback from customers on requirements and business needs
Works with the CSL Team to resolve complex business issues or concerns
Provides pre and post-sales support service, ensuring optimum customer satisfaction and maximizing business benefits
Interfaces with suppliers to attain and negotiate quotes for creative and printing services
Provides assistance and support with the preparation of proposals (writes copy and reviews and edits copy written by other members of the CSL team)
Liaises with the Account leads to maintain maximum levels of account support
Is a CSL expert and liaison with PAAB (the board that reviews all marketing materials and programs created by the pharmaceutical industry)
Acts as a point of contact for technical queries, HCP and patient inquiries (through questions@rxhelp.ca)
Completes and submits Adverse Event reports
Other related activities as assigned
Bachelor degree, Business, Science or Arts
3-5 years total combined experience in marketing, client services and/or account management
Ability to prioritize and multi-task
Ability to apply critical thinking skills in order to solution problems
Bilingualism an asset
Highly organized with strong attention to detail
Extensive knowledge of the Pharmaceutical Industry, specialty programs and ideally a good understanding of the PAAB Code
Strong writing and editing capabilities
Ability to work on many projects at once with various individuals
Strong Knowledge of Microsoft Word, Excel, PowerPoint and other Office Programs
Knowledge of graphic illustrator or Photoshop an asset

Senior Client Services Associate Resume Examples & Samples

2-4 years work experience in a scientific, research, or pharmaceutical related field
Knowledge of other software applications (i.e. SFDC and CRM) preferred
Demonstrated teamwork, positive attitude and organizational skills

Client Services Associate Resume Examples & Samples

Must have a great phone demeanor and professionalism
Ability to communicate clearly, listen thoroughly and respond quickly on the phone
Must be familiar with the Internet and be technology-savvy
Possesses a strong attention to detail
2 years of college is a plus
Basic Excel skills required, with advanced Excel skills a plus
Organized and punctual
Able to think quickly on their feet and respond to prospect rebuttals
Great computer skills
Strong written communication skills for email follow-ups
Ability to function under pressure
Works well within a highly competitive environment
Ability to achieve and maintain individual goals
Exercises great team work and enthusiasm
Executes excellent communication and listening skills
Ability to take on special projects and reporting on a regular basis
Ability to work within the appropriate level of independence

Client Services Associate Resume Examples & Samples

Establish new accounts and services for non-retirement, retirement accounts, and 529 plans
Process new and subsequent investments using AWD and TA2000 systems
Review transfer paperwork sent in from the field to initiate a transfer from another financial institution to Waddell & Reed
Communicate with Waddell & Reed Advisors by fax/letter

Client Services Associate Resume Examples & Samples

Ensures that all client inquiries are responded to within defined service levels and in line with Vanguard standards. Ensures the timely and accurate processing of all transaction requests. Accountable for ensuring that clients receive a level of service appropriate to their needs
Communicates effectively with clients and third parties keeping them informed of change/issues etc
Able to represent Vanguard in face to face meetings including providing support materials
Liaises with contracted third party on service delivery
Assesses client needs, expectations and behaviours as a basis for recommending service enhancements. Influences strategic initiatives to ensure that Vanguard provides client service that exceeds expectations. Supports continuous improvement initiatives for internal and external processes and services
Ensures that policies and procedures are continually followed and that key business unit indicators are met
Proactively manages internal client relationships (i.e. Sales, Legal, Compliance, Operations, Service providers, Fund Financial Services and Systems Integration) to ensure support for clients’ needs
Maintains an appropriate level of Vanguard and industry knowledge including keeping current on Vanguard and policies and objectives. Strong awareness of industry competition, including types and levels of service offered. Reviews client satisfaction measurement results and competitive measures
Manages client data for internal recordkeeping purposes. Produces management information and internal updates on client activity. Escalates appropriately and is risk aware
Participates in special projects and cross-functional teams/initiatives as needed and performs other duties as assigned
Undergraduate degree or equivalent combination experience and training and experience; graduate degree preferred
Minimum two years related business experience
Strong foundation of mutual fund industry and basic investment knowledge
Ability to interact at all levels of the organisation
Language skills: English and German / French
Effective interpersonal skills
Knowledge of Powerpoint, Access and Excel would be valuable

Client Services Associate Resume Examples & Samples

Respond to client requests for new project initiatives through our centralized technology
Collaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requests
Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion
Ensure that any pitfalls are addressed and resolved with the client before being submitted to the production team
Where applicable, initiate some project specifics to set the production team / individual project up for success
Take a proactive role in learning about clients’ industry, business needs and company culture, educating the project team, and providing a high level of service
Serve as the central point of contact for and liaison between external client contact and internal production staff
Comply with internal regulations, processes and procedures in line with ISO standards
Potentially trouble-shoot problem projects
Understand and abide by individual project instructions and effectively communicate to the production team
Investigate client complaints where applicable
Discuss issues with clients and production staff and creatively problem solve to alleviate issues
Superior organization skills, time management, and attention to detail

Client Services Associate Resume Examples & Samples

Helping clients to navigate and extract data from the S&P Global Market Intelligence product range
Provide assistance with building models using the S&P Global Market Intelligence Excel Plug-in
Liaising with the content, commercial and technical teams to address any client queries and ensure our data is maintained to the highest standards
Proactively reaching out to clients for training (this will apply towards the later stages of development once fully fluent and certified on the product range)
Logging all client interactions using our CRM tool (Salesforce) for internal analysis
Providing our clients with face to face/WebEx training
Getting involved in special project initiatives where determined necessary by management
To be challenged on a daily basis with a steep learning curve
To work with a broad range of clients including investment banks, private equity firms, insurance companies, corporates and investment managers
To develop and use your communication, presentation and commercial skills
To be part of a large, fun and international team (15 nationalities)
Fantastic opportunities for growth within S&P Global Market Intelligence
Excellent benefits

Client Services Associate Resume Examples & Samples

Bachelor's degree in Business Administration is preferred
2-3 years Advanced customer service skills
Excellent English written and oral communications skills
Advanced organizational skills
Strong PC/mainframe/internet skills
Mainframe or Access experience a plus
Intermediate knowledge of MS Excel
Ability to handle multiple tasks and priorities

Client Services Associate Resume Examples & Samples

You will engage internal customers to gather job requirements and translate customer requirements into detailed manufacturing/kitting instructions and shipping/postal instructions for disposition of the customers’ products
You are responsible for providing all necessary support to sales/customer, including but not limited to the following: receive calls, faxes, mail, and email; provide proof of delivery and order status upon request
You will ensure job instructions are verified and change notices processed (including pricing and quotes) in the various manufacturing systems
You will be expected to provide quality review on your own
You are expected to verify composition or perform copy prep, as needed for order processing purposes
You will coordinate all corrections and/or changes that occur during work-in process through written and/or verbal instructions
You will be expected to act as a communication link between external customer/sales and all internal departments
You will engage in the Corrective Action process which includes investigative root cause and actionable improvements
You will assist to create and/or update process documentation, workflows and job aids specific to your customer base and position and make them available for use by other team members
You will have data entry responsibilities; including, but not limited to: setting up new items, jobs, google docs and managing current inventories
You must have the ability to follow company policy and understand any rules or regulations governing the work being completed
You must have the ability to understand the impact your work has on your department, customer or company
In order to complete duties successfully, you must have good working knowledge of technology to include computers and software programs such as MS Office or other programs that may be specific to the job
You must be able to manage daily contact with internal and external customers while completing daily work assignments,
You must possess very good oral and written communication skills sufficient to explain departmental policy, methods and/or procedures when completing assignments
You must have very good organizational skills that are sufficient to accomplish work by established deadlines

Client Services Associate Resume Examples & Samples

Understand client relationship dynamics, sell and cross-sell the Firm’s products and learn how to represent the Firm with clients on important business issues
Build relationships with key decision makers at the client
Introduce Prime Brokerage technology and services to clients as appropriate
Monitor client trading trends and understand their rationale
Review balance trends and percentage of business within Societe Generale’s Prime Brokerage business
Assess Prime Brokerage revenue with service offering to ensure proper balance
Gain a holistic understanding of both the hedge fund industry and the multiple touch points across the Firm
Good work habits - 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
Team player - must reach out to peers, form partnerships, and cooperate with superiors to establish an overall collaborative working relationship
Commitment - must be committed to a long-term career at SG and to the long-term success of her/his team and our Business

Client Services Associate Resume Examples & Samples

Handles all work in the Occupational Health Filing Room at St. Luke's North
Can assist with EPIC and Systoc registrations
Answers telephone and retrieves messages from voice mailbox
Maintains an accurate patient file
Communicates with doctor’s offices regarding patient information
Sends specimens to the lab when necessary
Picks up mail from Mailroom and delivers office mail to the Mailroom when necessary
Prepares charts for next appointment including obtaining records and verifying that referrals are present, pulls delivered charts and forwards pertinent records to appropriate areas
Participates in the collection of patient co-pays and account balances
Maintains a working knowledge of policies and procedures pertaining to outpatient registration and scheduling
Verifies, in an accurate and timely manner, the necessary financial information that will ensure the maximization and timely receipt of insurance payment (i.e. verification of insurance information, obtaining precertification/referral forms when necessary.)
Will be trained in drug screen collection and processing

Client Services Associate Resume Examples & Samples

Basic knowledge of P&C industry and products (Business performance/business acumen & optimizing work processes)
Demonstrate the ability to deliver “Best in Class” service (Client relationships/customer focus)
Basic organizational and analytical skills (Individual performance/Organizational agility)
Competent written and verbal communication skills (Client relationships/informing & presentation skills)
Quality conscience with an emphasis on details (Business performance/Optimizing work processes)
Basic problem solving skills (Individual performance/problem solving)
Demonstrate the ability to conduct relationship building and competent interpersonal skills (Team performance/peer relationships)
Demonstrate a working knowledge of MSWord and MSExcel software and a strong aptitude for PC and internet usage. (Business performance/Optimizing work processes)
Ability to work in a fast-paced and ever-changing environment (individual performance/Dealing with ambiguity)

Client Services Associate Resume Examples & Samples

Accurately schedules patient appointments for: Perinatal Center, Genetic Counselor and other support services
Accurately completes the registration process of patients in the appropriate computer systems for: Perinatal Center, Genetic Counselor, and other support services
Assures communication of patient arrival to appropriate disciplines and directs patients to the appropriate area
Contacts patients 24 – 48 hours prior to appointment to verify appointment time if automated system not available
Performs above duties at satellite sites as well as primary site

Client Services Associate Resume Examples & Samples

Must have at least 1 year of Customer Service or Sales experience with demonstrated professional phone demeanor
Ability to communicate clearly both orally and in writing
Capable of listening thoroughly and responding quickly via phone or email
Must be Internet and technology-savvy, basic Excel skills required
Possesses a strong attention to detail, skilled at time management, and highly organized
Works well within a highly competitive environment and able to function under pressure
2+ years of college is a plus
Previous experience using Salesforce or other CRM tool a plus
Knowledge of MINDBODY software or the MINDBODY App as a client or consumer is a plus

Senior Client Services Associate Resume Examples & Samples

High school diploma required (Bachelor’s degree in business, English, healthcare, finance or legal preferred)
Must have world-class written and verbal skills
Must be highly organized, high attention to detail
Team player mentality is strongly preferred

Client Services Associate Resume Examples & Samples

A minimum of 2 years’ prior Customer Service experience in a service oriented environment
Demonstrable ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level
Ability to understand clients’ needs and to increase customer engagement
Ability to anticipate customers’ needs and match them with appropriate products and services
Excellent listening, problem resolution, negotiation and presentation skills
Strong persistence levels and strong follow-up skills
Prior CRM experience a must

Client Services Associate Resume Examples & Samples

Provide range of internal client service support to new and existing clients, as a compliment to the external support provided by our Sales Team and Relationship Managers, ensuring clients' needs are understood and acted upon in a timely manner
Assist with on-boarding services of new Macquarie Institutional Portfolios, Collective Investment Trust and Hedge Fund accounts by liaising with key internal and external parties to ensure seamless transition from previous respective manager to Macquarie Investments (e.g., sales, consultant relations, Relationship Managers, legal/compliance, investment accounting, operations, portfolio management teams, custodian banks, clients, consultants and transition managers and other contractual business partners)
Facilitate client trade activity across various investment vehicles
Coordinate and monitor ongoing administrative client servicing activities for all Macquarie Institutional Portfolios, Collective Investment Trust and Hedge Fund account clients
Responsible for monthly, quarterly, semi-annual, and annual reports for Macquarie Institutional Portfolios, Collective Investment Trust and Hedge Fund account clients and their consultants. Primary reports include ERISA 408(b)2 reporting requirements, performance reporting, compliance reports, audit requests, portfolio overviews as well as any ad-hoc reporting
Respond to ad-hoc requests from multiple internal and external constituencies; research and respond to issues and problems raised by clients and consultants
Support efforts for client receivables related to mergers and acquisitions and maintain on-going contact with new teams once integrated to Macquarie Investments
Work with Product Management Team to provide statistical information for various types of fund decisions
Participate on project teams related to Fund proxies and coordinate client follow up
Provide back up support for department manager and represent the team in internal meetings comprised of all levels of senior management
Assist in the interviewing and subsequent training of new members of the team
Back up support for all daily client related standing requests and ad-hoc emails directed to the team
Bachelor's degree required, preferably in business/finance or a related field
2 – 4 years financial services industry experience preferred
Obtain Series 6 and 63 as required. As a licensed representative adhere to all regulations and abide by Macquarie Investment's Code of Ethics
Ability to learn and adapt to changes in technology
Must be self-directed, able to take initiative and work independently
Experience with Customer Relationship Management (CRM) programs
Strong computer skills, with in-depth knowledge of Microsoft Excel and Word, as well as the ability to quickly learn and utilize multiple other applications
Possible travel required

Client Services Associate Resume Examples & Samples

Providing excellent customer service to clients
Performing clerical functions such as preparing correspondence, receiving visitors
Arranging conference calls, travel arrangements, and scheduling meetings
Responding to basic client questions and needs
Performing Account transactions including closing, open, and withdraws
Maintain client files in compliance with FINRA
Assist with creation of reports and portfolio presentations for clients
202-626-0280

Client Services Associate Analyst Resume Examples & Samples

Must be computer literate, with intermediate to advanced level experience using Microsoft Office products; Advanced knowledge of Excel and demonstrated capability with utilizing pivot tables and databases
Ability to quickly learn new systems, adapt and refocus in a fast-paced, agile operational environment
Interview and select candidates for Customer Care Specialist positions
Ability to analyze and evaluate recruiting and interviewing processes to maximize results
Ability to analyze and evaluate turnover data to aid in the improvement of staff retention
Ability to relate well to people of varying backgrounds
Ability to work under pressure in order to meet deadlines; work efficiently with high quality
Ability to manage multiple tasks and priorities / possess strong organizational skills
Ability to analyze data and identify trends, solve problems, and opportunities for improvement
Ability to identify when situations require assistance or escalation
Strong analytical skills; Able to quickly evaluate data and provide recommendations relative to staffing and projected call volume; Ability to work efficiently with a high level of quality
Experience in using a call management system tool; Avaya CMS preferred
Ability to create reports efficiently and effectively when given the desired data output or results
Able to quickly identify patterns, trends or a volume of calls which shows unusual activity
Ability to troubleshoot and research anomalies in data captured by telephony systems
Solid communication skills – written, verbal, and interpersonal
Maintain positive, consistent and effective communication with all members of the call center team
Ability to maintain professional standards, demeanor and ethics at all times
Minimum of two (2) years of experience in a data analyst and/or staff recruiting capacity, or combination thereof

Client Services Associate Resume Examples & Samples

Bachelor’s degree (human service field preferred
Passion for providing services to Intellectually/Developmentally Disabled clients a plus
Prior health care, home care or recruiting experience preferred
Ambition to grow and advance beyond current position
Strong interpersonal, PC and communication skills (phone marketing and data entry ability)

Client Services Associate Resume Examples & Samples

Four year college degree (prior health care, home care and recruiting experience a plus)
A demonstrated record of strong interpersonal skills and goal achievement
Strong PC and communication skills (including solid phone marketing & data entry ability)

Client Services Associate Resume Examples & Samples

Prior knowledge of/experience with Medicare Home Health a plus
Prior medical office or home care experience preferred
Prior supervisory experience a plus
Strong computer skills (electronic medical record) skills required

Client Services Associate Resume Examples & Samples

Receiving and processing requests for home care services
Scheduling caregivers
Coaching and supervising field staff
Addressing customer service issues
Billing for services
Reviewing time sheets and processing weekly payroll
Prior experience in case management or social services/social work a big plus
Proven customer service experience
Excellent time management and strong attention to detail
Exceptionally strong work ethic
Team player with an “all hands on deck” attitude
Organized/able to multitask
Alignment with The BAYADA Way

Client Services Associate Resume Examples & Samples

Receive and process new requests for home care services
Schedule caregivers
Address customer service issues
Build relationships with clients, families, medical personnel, referral sources & community resources
Learn to recruit best-in-class field staff (RNs, LPNs)
Attend occasional off-site events
Provide overall support to office team
Bachelor's Degree strongly preferred
Prior experience with case management and/or scheduling/staffing
All hands on deck attitude
Demonstrated ability to multi-task, resolve issues, and quickly switch gears
Alignment with BAYADA's core values of Compassion, Excellence and Reliability

Client Services Associate Resume Examples & Samples

Developing authentic relationships with clients, by providing outrageous levels of service and
Proactively organizing all aspects of the Client Portfolio Manager's client relationships - F.O.R.M, setting appointments, following up on documentation, participating in marketing and business development
Assisting clients and Portfolio Managers with their trading and administrative requirements including spreadsheet development and the development and documentation of client financial plans and investment policy statements
Working collaboratively with client accountants during tax time - providing tax slips, statements and tax packages, and troubleshooting client and accountant questions
The ability, passion, and skills to proactively administer and service 100+ high net work clients
A proven track record of successfully building relationships with clients
Strong communication skills and the ability to work productively within a team and ownership culture
Proactive self-starter
Very strong knowledge of the investment industry, and the client service component of that; documentation, compliance and trading
Current registration in an IR or RR capacity with IIROC is strongly preferred

100

Client Services Associate Resume Examples & Samples

Client-specific program oversight and MTM program status report generation
Oversee the day-to-day interactions with current clients, while aiding in implementation of new clients
Assist in preparation of reports for client meetings
Manage client calls to ensure reporting feedback is complete and clients are aware of their network performance
Help establish benchmark aggregation and client-by-client data tracking
Maintain ongoing coordination with various other internal departments as related to assigned clients
Minimum of 2 years functioning within MTM program systems
Technical proficiency related to PC and basic office software
Ability to communicate across all levels of an organization, demonstrating professionalism and good judgment at all times
Must be able to manage competing demands and multiple priorities, while maintaining a strong attention to detail
Must be able to travel overnight up to 15%
Applies working knowledge in the application of concepts, principles, and technical capabilities to perform varied tasks
Works on projects of moderate scope and complexity
Identifies possbile solutions to a variety of technical problems and takes actions to resolve
Applies judgment within defined parameters
Receives general guidance may receive more detailed instruction on new projects
Work reviewed for sound reasoning and accuracy

101

Client Services Associate Resume Examples & Samples

Respond to client requests for new project initiatives. The Account Manager collaborates with various members of the production team to assess the scope of work and produce cost estimates for web and software localization as well as traditional translation projects. The Account Manager assesses the competitive landscape, develops project proposal and negotiates budget and schedule with the client
Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion. The Account Manager is responsible for ensuring that any pitfalls are addressed and resolved by the project team
Superior written and spoken communication skills in English. Knowledge of Spanish would be beneficial
Ability to calculate discounts, interest, commissions, proportional percentages. Ability to apply these concepts to develop practical solutions

102

Private Client Services Associate Resume Examples & Samples

Work with Trading on the authorization of investment orders and market deals
Work with the Portfolio Managers to effectively support the mandates and client portfolios
Oversee client accounts to ensure they are properly constructed, reflect Portfolio Manager convictions and remain in compliance with client investment guidelines, internal investment policies and market regulations
Coordinate corporate action workflow, interact with Portfolio Managers and work with the asset team, legal team and other departments to complete activity
Administer client accounts, including recurring distributions, asset allocation implementation and tax loss harvesting requests
1+ year of experience in the financial services industry preferred
Undergraduate degree required, participation in the CFA program preferred
Strong Microsoft Excel skills (v-lookup, pivot tables, etc.) and VBA preferred
Ability to translate business concepts using new technical applications with the ability to improve or automate processes
Good team player with strong interpersonal and communication skills
Ability to balance multiple priorities in a fast-paced environment with an eye for detail

103

Client Services Associate Resume Examples & Samples

Provide assistance to clients based upon their needs and challenges and own any issues from start to finish ensuring total client satisfaction in order to encourage client loyalty
Screen, prioritize, and distribute Invoicing and Quarterly Reports
New account set up and maintenance: Paperwork preparation and processing
Workflow management & ongoing maintenance of client files
Work closely with Portfolio Management Team to assist with client questions
Handle mass communication to clients
Ongoing project support for manager & team members
Series 65 license required or must be obtained within 6 months. Training provided for qualified candidates
Excellent verbal and written skills including professional telephone etiquette in order to effectively communicate with both internal and external customers
Experience in administration of client and prospect data in Salesforce CRM a plus
Organized, methodical with a strong attention to detail. This is a fast paced and high intensity position that requires tenacity, resourcefulness and the ability to multi-task/prioritize
Desire and demonstrated ability to work and achieve results in a team environment
Strong working knowledge of Outlook, Microsoft Excel and Microsoft PowerPoint
High integrity, trustworthiness and ethical standards

104

Client Services Associate, Food Solutions Resume Examples & Samples

1-3 years of Food Science, Customer Service or other business-related experience preferred
Excellent customer service skills, attention to detail and ability to be persistent while maintaining tact
Demonstrated computer skills – requires excellent MS Office experience (specifically Excel, Word, Outlook)
Demonstrated ability to plan, multi-task and prioritize
Demonstrated teamwork, communication (written and verbal), and organizational skills
Experience in a scientific or logistics environment is a plus
Proven ability to work independently
Knowledge of other software applications (i.e. SFDC - salesforce.com) preferred
Ability to work to deadlines
Ability to communicate appropriately and effectively with clients
Positive attitude and sense of urgency

105

Client Services Associate Resume Examples & Samples

Professionally answer a high volume of phone calls and respond to e-mails from clients and Private Client Groups regarding Balances, Transactions, Debit Card usage/limits, Internet Banking and other general banking queries
Assist with various departmental duties, including but not limited to, processing Rate-Pointer requests, sending Company distributed FYI’s, E-statements, card alerts, after-hours card pinning and linking accounts for internal transfers
Review client account documentation and ensure information is correct and documentation satisfies security measures, compliance and bank regulations
Process e-reports as needed
Provide back-up to Internet Banking; answer queries and troubleshoot issues such as enrollment, maintenance, and Bill Pay
Minimum 2 years working knowledge of financial services products and platforms required
Experience in a call center preferred; experience with Internet Banking, business accounts, and client documentation a plus
Customer service oriented with strong interpersonal skills; able to respond promptly to client needs, follow through and resolve issues in a pleasant and helpful manner
Detail oriented, organized and dedicated professional
Proactive and motivated with good problem solving skills
Proficiency in Microsoft Office is required
High School diploma or equivalent is required

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