Client Services Consultant Resume Samples
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Client Services Consultant Resume Samples
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RB
R Barrows
Raymond
Barrows
341 White Tunnel
Phoenix
AZ
+1 (555) 449 2493
341 White Tunnel
Phoenix
AZ
Phone
p
+1 (555) 449 2493
Experience
Experience
New York, NY
Client Services Consultant
New York, NY
Mohr-Pollich
New York, NY
Client Services Consultant
- Provide demand management and prioritization of work in alignment with the business and Service Provider response to demand
- Works closely with internal IT organizations and service providers on release management for Enhancements (effort > 80 hrs.)
- Assisting and leading project work and business initiatives including process improvement and client analysis
- Conduct regular service reviews; manage and audit Service Provider performance and productivity relative to Service Level Agreements
- Works collaboratively with others, especially NRECA team members to share best practices and develop process improvements
- Creates quality improvement initiatives and service improvement programs
- Work with NRECA lead on process improvements and educational materials
Houston, TX
Client Services Consultant, Payroll
Houston, TX
Leuschke Group
Houston, TX
Client Services Consultant, Payroll
- Provide telephone support to clients using our payroll application and complementary modules and offer suggestions to improve their use of our solution
- Work in close collaboration with the other sectors
- Modify the companies files and make the necessary follow ups
- Plan and organize your work to comply with service levels and client expectations
- Identify and document the problems encountered to improve your training
- Knowledge of other products such as electronic keypunch and group insurance, etc. (Asset)
- Inform clients on the current payroll legislative rules and regulations
present
New York, NY
Senior Client Services Consultant
New York, NY
Champlin-Mertz
present
New York, NY
Senior Client Services Consultant
present
- Lead Supplier management activities including Supplier Forums, Scorecards, recruiting phone calls with hiring managers etc
- Facilitate regular meetings/discussions with client hiring managers regarding PRO’s program and delivery procedures
- Participates in initial strategy meetings, establishes specific processes and reports, reviews contract documents, completes broker agreements, creates process manuals and inputs and ensures accurate installation of data in MetLife systems
- Self-motivated to learn more about the business and is proactive in personal development
- Utilize PRO’s proprietary software, WAND, to facilitate all processes including contractor requests, financial approvals, timecarding, renewals, offboarding, invoicing, reporting etc
- Assist in the drafting and presentation of Quality Business Reviews along with Internal Account Reviews
- Collaborates and acts as a liaison with client's Third Party Administrator to assist with problem resolution and troubleshooting
Education
Education
Bachelor’s Degree in Related Field
Bachelor’s Degree in Related Field
Webster University
Bachelor’s Degree in Related Field
Skills
Skills
- Strong Technical knowledge of the Life, AD&D and BTA Plans Strong procedural knowledge of the NRECA and MetLife Death claims process
- Good investment market & superannuation knowledge
- Strong interpersonal skills which include the ability to handle face to face situations with the customer with tact, compassion and diplomacy
- Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness
- Strong mathematical background, including basic statistical analysis (Mean, Standard Deviation)
- Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems
- Excellent attention to detail
- Strong presentation, organizational and analytical skills as well as excellent people skills
- Strong project management skills with ability to balance client expectations with MetLife capabilities
- Strong attention to detail
15 Client Services Consultant resume templates
Read our complete resume writing guides
1
Client Services Consultant, Payline Resume Examples & Samples
- Provide solid payroll processing knowledge to our Australia/New Zealand Clients
- Provide timely and accurate delivery of Client payrolls – weekly, fortnightly and monthly
- Responsible for master file changes and maintenance requests from our Clients
- Assist in the collation of data for service level reports and analysis of pay related errors
- Work collaboratively in a busy team environment – sharing knowledge and sharing the workload!
2
Client Services Consultant Resume Examples & Samples
- Experience in a similar role and an understanding of a call centre environment
- Professional communication skills, able to clearly explain complex concepts over the phone
- Ability to work as part of a team as well as independently
- Able to adapt to change with ease and be resilient to cope with challenging tasks
- RG146 compliant or willingness to undertake training
3
Client Services Consultant Resume Examples & Samples
- To be a first point of contact for clients, providing first point resolution on client queries
- Providing regular client communications, including client, product and investment reporting
- Capturing and maintaining client data within the various systems, such as SSC Pages, used by the Distributions and Client Services teams
- Prepare & distribute accurate and timely monthly, quarterly and ad-hoc client, product and investment reports within agreed service standards
- Facilitate and co-ordinate across multiple internal data providers, stakeholders, including portfolio managers, the provision of high quality information for completion of the various reports within agreed service standards
- Provide quality control review of all client, product and investment reports prior to distribution
- Prepare and distribute accurate and timely internal reporting from various databases / workflows for analysis and planning
- Actively contribute and lead projects related to process improvement and client analysis
4
Senior Client Services Consultant Resume Examples & Samples
- 3+ years of experience in Business Development, Sales, Marketing, Staffing, Client Relationship management, and/or extensive Customer Service
- Microsoft Office/Suite (Excel, Word, MS Outlook, PowerPoint)
- Customer service oriented
5
Client Services Consultant Resume Examples & Samples
- 3+ years of experience in sales, marketing, staffing industry operations, HR/recruiting, and customer service
- Ability to communicate effectively in writing, verbally, and interpersonally
- Able to interact and communicate with all levels of staff and clients
- Strong customer service and administrative organizational skills
6
Casual Client Services Consultant Resume Examples & Samples
- Solid numerical problem solving skills
- Administrative experience
- Call centre experience is desirable but not essential
- Finance, Customer Service or Sales background are preferred but not mandatory
7
Client Services Consultant Resume Examples & Samples
- Providing support to local and international internal and external clients
- Proven international financial service experience essential
- 5+ years proven experience in financial services
- Sound investment market & superannuation knowledge
- Good understanding of IT application in a business environment
- Previous experience in preparation and distribution of client, product and investment reporting
- PS146 Preferable
8
Client Services Consultant Resume Examples & Samples
- Computer savvy and solid data entry skills
- Microsoft Office/Suite proficient (Excel, Outlook, Word, etc.)
- Solid critical thinking and problem solving skills
- 3+ years of experience in Staffing, Sales, Marketing, HR / Recruiting, Customer Services or Staff Industry Operations
- Working knowledge of Labor and Employment Laws
- Experience with Quality Customer Service requirements
9
Client Services Consultant Resume Examples & Samples
- 3+ years of experience in HR/recruiting, and customer service
- Background in account management and proven ability to build strong working relationships
- Exceptional written, verbal and interpersonal communication skills
- Excellent customer service and very strong administrative and organizational skills
- Good knowledge of: MS Office Suite – Excel, Word, PowerPoint, Outlook
- Financial Services industry background
10
National Accounts Client Services Consultant Resume Examples & Samples
- Leads administration / setup call with new National Accounts assigned to ensure ongoing administration support aligns with customer needs
- Reviews employer payment records to ensure accurate deductions are occurring against coverage elected, and researches and resolves differences by working across internal and external teams
- Determines and understands customer objectives and requirements, advises on support options, and obtains feedback on products, services, and any additional opportunities for improvement
- Acknowledges and communicates issues or areas of opportunity in a timely manner
- Maintains timelines and reporting for all assigned accounts
- High School diploma/GED required, Bachelor’s degree preferred
- Insurance, accounting and account management or billing services background is a plus
- Advanced knowledge of Microsoft Excel, intermediate knowledge of Word and Access is required, as well as strong computer skills
- Excellent oral and written communication skills. Must be able to read and interpret complex information, talk with customers and listen attentively
- Requires intermediate skills of a team player, ability to stand out in a team oriented environment, provide feedback and also receive coaching and feedback
11
Client Services Consultant Resume Examples & Samples
- Engages problem solving skills to ensure the match between customer’s core needs and UMR, identifies negative service trends and escalates/communicates as appropriate
- Assist assigned SAEs in the updating of internal databases, report requests, maintaining file records, reviewing and tracking customer documents, accepting and responding to calls when Strategic Account Executives are unavailable, and other issues as necessary
- Assists in training and mentoring new Client Services Consultants as needed
- Participates in or represents account management in special projects
- Face to face relationship building with groups and brokers, as recommended by SAE and Director
- Actively engage in renewal support with SAE in presentations
- Support SAE in Broker Book of Business analysis and service summary
- Direct handling and support of assigned customers with non-medical benefit plans, ie flex or dental only, as well as small (<300 lives) medical customer/s as deemed appropriate by Director
- Interacts with customer, broker, and internal UMR contacts with minimal assistance
- Develops and maintains product knowledge, procedures, and administration
- Demonstrates ability to be proactive, self-motivated, detail-oriented, creative and work with minimum supervision
- Demonstrates effective time management skills and the ability to manage multiple priorities
- Demonstrates effective interpersonal and communication skills
- Demonstrates ability to analyze and think through issues thoroughly, identify alternative responses, and bring about an effective solution
- Demonstrates a high degree of customer focus and attention to service
- Projects a positive, team oriented attitude towards customers, vendors, brokers, consultants and associates, both internally and externally
12
Client Services Consultant Resume Examples & Samples
- Ensure effective systems operations by working with the service partners, Abbott business and Abbott IT organization, to monitor incident resolution, completion of service requests, delivery of minor enhancements (under 80 hours of effort), and ensure problem management and Root Cause Analysis are completed
- Conduct regular service reviews; manage and audit Service Provider performance and productivity relative to Service Level Agreements
- Establish metric/performance reporting related to, and aligned with, B2C applications; track Service Provider performance and ensure viability of service levels
- Provide demand management and prioritization of work in alignment with the business and Service Provider response to demand
- Monitor supplier compliance with Abbott policies, procedures, and quality requirements
- Works closely with internal IT organizations and service providers on release management for Enhancements (effort > 80 hrs.)
- As operational problems occur, reviews Service Provider recovery and permanent fix plans include Root Cause Analysis and follow-up actions
- Ensure an in-house process is maintained for handling of high severity and stagnant issues/events with service providers
- Develop and distribute written communications as needed to service providers, internal IT organizations and business stakeholders
- Review and monitor Service Provider problems, change management processes, and escalation procedures, and takes corrective action
- Manage operational change management: reviews change requests, facilitates change meetings, applies change approvals, administers change freezes, performs change management reporting
- Measure, monitor and manage client satisfaction and provide remediation
- In conjunction with Service Provider, designs and administers customer surveys and other feedback processes
- Ensure Service Provider has Business Continuity/ Disaster recovery plans
- Participate in testing of plans as necessary and monitor results of business continuity testing
- Consult on the definition and execution of the Service Provider’s Disaster Recovery Plan to ensure business continuity
- Bachelor’s degree in the field of computer science, systems engineering, or equivalent
- 5 or more years of IT project delivery and application support experience in the delivery of support / managed services environment, with a focus on Commercial applications related to the B2C business model
- Knowledgeable and experienced in online Web Services technology, architecture, and infrastructure, and understands the relationship and interactions between the various technical components (e.g. Amazon Web Services; Magento Back-office; Firewall configuration and application; Payment Card Industry standards and architecture)
- Understands the B2C business model and familiar with support activities needed to support related applications
- Experience managing IT Service Providers / contractors and running IT operations
- IT problem determination (experience in Root Cause Analysis) and problem resolution skills, IT Project management experience
- Proven negotiation and influencing skills, strong collaboration and partnering skills
- Process skills; an understanding of process costs, ability to work with Service Provider to ensure effective operations and agreed upon service levels
13
Ambit Risk & Performance Client Services Consultant Resume Examples & Samples
- Learn how financial theory and risk management methodologies are applied in practice
- Analyse and solve client issues via phone and email. By doing so, you will get to know our software, our customers, their needs, and the variety of issues that can arise during product development, implementation and post-implementation
- Interact between client, development, sales and product management depending on client issue
- A Bachelor’s or Master's degree in Banking and Finance, or an equivalent diploma
- Fluent in both Spanish and English
- Strong analytic, interpersonal and organizational skills (team player)
- Dynamic and energetic personality with entrepreneurial spirit
- Ability to absorb new concepts quickly, think independently and solve problems efficiently
14
Client Services Consultant Resume Examples & Samples
- Work with the Client and SunGard application consultants to plan software releases from inception to deployment
- Deployment of software and batch processes to live servers
- Housekeeping and management of the Client’s ASP environments
- Research and replication of software and hardware issues
- Determine workarounds and issue resolution
- This will require a detailed analysis of the business user requirements and workflow processes
- Collection and analysis of stats and data relating to performance
- Build and maintain a good relationship with the Clients’ teams
- Learn and improve business knowledge in Financial Credit and Market Risk management
- Learn and improve technical knowledge, including Windows, .NET, SQL and Delphi
- Develop transferrable technical skills, e.g. Windows Server Management, SQL Server
- Build a strong knowledge of correct procedures and protocols in relation to managing and supporting live server environments
- Work in a genuinely global role within a global company; the candidate will be working with staff in the US, UK and Asia Pacific offices
- Build diplomacy and team-working skills working with a large variety of SunGard and Client teams from a variety of backgrounds
- Candidates should have a bachelors degree, or else reasonably equivalent experience or education
- Good interpersonal communication
- Strong customer service ethos
- Demonstrable problem solving ability
- Self motivated with a strong sense of ownership and a desire to see issues through to resolution
- Ability to prioritise tasks to maintain client satisfaction
15
Client Services Consultant Resume Examples & Samples
- Investment market & superannuation knowledge
- Previous experience in preparation and distribution of client, product and investment reporting highly regarded
- PS146 highly regarded
16
Client Services Consultant Resume Examples & Samples
- Work with the Client and FIS application consultants to plan software releases from inception to deployment
- Fluent in spoken and written English
- Experience of supporting live systems or other experience of working with and troubleshooting software in a business setting
- Financial markets knowledge (especially Credit and/or market risk)
- Experience of network support and troubleshooting
- Experience of multi-server distributed systems
- Microsoft Windows (Advanced level)
- Microsoft Office, especially Excel and Word
- Strong mathematical background, including basic statistical analysis (Mean, Standard Deviation)
- Microsoft IIS
- Sybase/Oracle
- XML
- Web, VBA or Script Programming
- Active Directory
- Degree or equivalent professional experience
17
Client Services Consultant, Payline Resume Examples & Samples
- Minimum 12 months Australian payroll experience
- Strong problem solving and organisational skills
- Excellent communication skills and a professional phone manner
18
Client Services Consultant Resume Examples & Samples
- Collaborates and acts as a liaison with client's Third Party Administrator to assist with problem resolution and trouble shooting
- Project leader for the implementation of new clients and addition of MetLife product lines to existing clients. Serves as a key resource and may serve as a subject matter expert to Customer Unit and National Accounts
- High School Diploma required; Bachelor’s degree
- 5+ years of business related experience
- Extensive experience managing complex client accounts and relationships
19
Client Services Consultant Resume Examples & Samples
- Provide expertise and knowledge of the MetLink system in order to work directly with NRECA staff to develop and improve the Life, AD&D and BTA death and dismemberment claim process
- Electronically process life claims in Metlink according to MetLife standards
- Work with NRECA lead on process improvements and educational materials
- Facilitate obtaining all the data necessary from employers for the death claims process. Will make outbound calls as directed to gather current salary and last day worked for ER statement completion
- Work with claimants who have assigned benefits to a funeral home to facilitate the claim or have questions as to how to start the process of assignment
- Proactively contact co-op benefit administrators as requested to obtain employer information needed to submit the claim when a death claim is reported to NRECA
- Periodically request updated contact information from NRECA
- Advises co-op benefit administrators and/or claimants on additional support opportunities available through the program, including funeral planning, estate resolution and grief counseling. Facilitates getting interested parties in touch with additional resources
- Work with claimants to explain the additional AD&D benefits when applicable
- As requested work with co-ops to connect with vendor (HRI/Humana) to co-ordinate Grief Counseling for work place accidents
- Notify NRECA lead of all escalations and complaints and ensure that responses are provided within 24 hours
- Partner with Cooperative Benefit Administrators, BSR’s and other co-op staff as well as leadership within NRECA and MetLife to provide exceptional customer service
- Work with NRECA lead to provide assistance and guidance to the Life Claims team, when needed, on difficult or escalated claim issues, such as foreign deaths, estates, trusts, denials, etc
- As requested works with NRECA lead, Corporate Counsel and MetLife Group Life claims team on legal issues for NRECA death benefits
- Participate in meetings and presentations with NRECA and MetLife claims team on Call Tracking or Death process
- Maintain quality standards for customer service, accuracy and turnaround times
- Keep up to date with MetLife procedures by attending training through MetLife as well as utilizing the Institutional Life Claims Library
- Continually monitor and provide feedback and suggestions for process improvements at both MetLife and NRECA
- Serve as a resource to NRECA staff regarding questions on portability, conversion and statement of health applications
- Responsible for keeping MetLife claim forms current and up to date
- Acts as initial resource and point of contact for questions on Travel Assistance
- Generate individual annuity proposals through MetLink and provide to NRECA staff for distribution
- Strong Technical knowledge of the Life, AD&D and BTA Plans Strong procedural knowledge of the NRECA and MetLife Death claims process
- Strong interpersonal skills which include the ability to handle face to face situations with the customer with tact, compassion and diplomacy
- Minimum of 3 months employment experience with MetLife (to be obtained once hired)
- Organize work in order to effectively prioritize multiple tasks and requests with multiple deadlines
- Ability to develop the trust and confidence of the customer
- Ability to handle multiple demands and shift priorities when necessary
- Demonstrates NRECA and MetLife values and core competencies
- Uses knowledge of the MetLife and NRECA Death claims processes to facilitate accurate benefit decisions by MetLife claims team (to be obtained once hired)
- Ability to respond to questions or issues raised by the Examiners regarding MetLife claims process
- Works collaboratively with others, especially NRECA team members to share best practices and develop process improvements
- Shares knowledge and information openly
- Takes personal accountability and pride in meeting multiple requirements timely and accurately
- Ability to work overtime when needed
- Ability to work independent with minimal supervision and meet deadlines
- Use Microsoft Word and Excel for reports and tracking
20
Client Services Consultant Resume Examples & Samples
- 3-4 years customer facing experience in insurance or financial services
- 3-4 years account management experience
- 5+ years of industry experience
- Prior experience with the RM and/or MIB platforms
- Prior experience or working knowledge of PEOs
- Proficient with Microsoft Office Software
21
Client Services Consultant Resume Examples & Samples
- Maintain and build relationships with both internal and external clients to provide good customer service to all clients
- Identify needs of individual clients to maximize the support provided and to maximize revenue stream for Countrywide
- Identify the specific needs of individual clients and advise them on the key areas which help them
- Maintain good relationships with specific branch staff to ensure they work closely to gain more business for them
- Responsible for generating new business from old leads
22
Weekend Client Services Consultant Resume Examples & Samples
- Generous incentives
- Career progression
- Be self-motivated and enthusiastic
- Have excellent communication skills
- A hunger to learn and succeed
- Thrive as part of a competitive team
23
Client Services Consultant Resume Examples & Samples
- Partners with Financial Team in completion of client reports; analyzing results and identifying trends
- Assists in facilitating the execution of contracts to ensure compliance
- Participates in cross-functional project teams. Maintains awareness and knowledge of MetLife’s and competitors’ products and trends
- 3-5 years of related business experience
24
Client Services Consultant Resume Examples & Samples
- Work with claimants, HR Partners, and managers, as needed, to answer inquiries, follow-up to obtain and submit missing information to expedite claims processing; maintain regular office hours for onsite "walk-in" assistance for claimants
- Collaborates and acts as a liaison with client's Third Party Administrator to assist with problem resolution and trouble-shooting
- Manage exceptions reported on SSAE16 and missed Performance Guarantees to closure
- Project leader for implementation and plan changes
- Assist MetLife’s Account Team for IBM in leading initial strategy meetings, establishing specific processes and reports, creating process manuals and inputs, and ensuring accurate installation of data in MetLife systems
- Responsible for assisting with the development and completion of customer financial reports, including identifying reporting needs and analyzing data, utilization, cost drivers and trend
25
Client Services Consultant Resume Examples & Samples
- Local and International support to internal and external clients both retail and institutional
- Product and investment reporting and distribution
- Assisting in client queries
- Assisting and leading project work and business initiatives including process improvement and client analysis
- Solid financial services background
26
Senior Client Services Consultant Resume Examples & Samples
- May direct/mentor less experienced team members
- Collaborates and acts as a liaison with client's Third Party Administrator to assist with problem resolution and troubleshooting
- Participates in client account audits and strategic planning process
- 5-7+ years of experience
- Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness
- Ability to balance client expectations with MetLife capabilities
27
Client Services Consultant Resume Examples & Samples
- Participates in cross-functional project teams
- Maintains awareness and knowledge of MetLife’s and competitors’ products and trends
- 3-5+ years of experience
28
Client Services Consultant Resume Examples & Samples
- Assists Sr. Consultants in identifying potential future customer consulting opportunities
- Maintains up-to-date knowledge and understanding of company products
- Maintains up-to-date skills in use of Systems products
- Understands and maintains knowledge of regulatory requirements governing our products
- Maintains ability to prepare materials and conduct presentations in a professional and knowledgeable manner to customer groups
- Establishes contact with customer to evaluate and define activity/project requirements
- Completes deliverables for activity/project
- Prepares regular status reports for management
- Must have strong verbal and written communication skills
- Strong presentation, organizational and analytical skills as well as excellent people skills
- Must have good working knowledge of Microsoft Office products
- Extensive travel required
- Must possess valid driver's license and valid passport
29
Senior Client Services Consultant Resume Examples & Samples
- Bachelor's degree or 4 years equivalent experience
- Must have a minimum of 3 years of experience in client development
- 2 years of prior experience presenting information and group facilitation
- Intermediate knowledge of Word, Excel, and Outlook
- Basic knowledge of Powerpoint
30
Client Services Consultant Resume Examples & Samples
- Answer support calls/emails and work with clients to fully understand, troubleshoot and resolve issues
- Assist your team with the implementation of the Oracle Textura Payment Management solution for both new and existing clients
- Work with team members to identify, define, prioritize, and implement new system functionality
- Lead web-based and on-site training for both new and current Oracle clients
- Demonstrate initiative to taking on increasingly challenging projects
- Bachelor’s degree in communications, business, finance / accounting or related area of study
- 2-3 years direct experience supporting clients via phone / email / in person
- Comfortable presenting to large groups
- Professional written and verbal communication skills
31
Allstate Benefits National Account Client Services Consultant Resume Examples & Samples
- Leads administration call with new accounts assigned to ensure ongoing administration support aligns with customer needs
- Reviews employer payment records to ensure accurate deductions are occurring against coverage elected; researches and resolves differences by working across internal and external teams
- Determines and understands customer administration objectives and requirements, advises on support options, and obtains feedback on any additional opportunities for administration improvement
- Maintains monthly reporting to identify any challenges or account lapse indicators
- Partners with account management team to identify, communicate and escalate, if necessary, issues or areas of opportunity in a timely manner
- Serves as liaison with various colleagues and subject matter experts to ensure administration information is understood and available
- Previous experience in an office environment with at least 2+ years of customer service experience
- Advanced knowledge of Microsoft Excel, intermediate knowledge of Word is required, as well as strong computer skills
- Candidate must also have excellent research and analytical skills
- Background in voluntary benefits a plus
32
Client Services Consultant Resume Examples & Samples
- Experience managing complex client accounts and relationships
- Strong project management skills with ability to balance client expectations with MetLife capabilities
- Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and system is highly preferred
33
Client Services Consultant, Payroll Resume Examples & Samples
- Ensure follow-up and resolution of clients’ cases according to service level agreements
- Participate in knowledge sharing within your team
- Identify and document the problems encountered to improve your training
- College diploma in business administration, accounting or any related area or any combination of studies and related work experience or the equivalent
- Proven problem-solving skills
- Ability to manage priorities effectively
- Strong team spirit and communication skills
- Good knowledge of Microsoft Office tools (Word, Excel, PowerPoint) and of Internet navigation
- Excellent written and spoken skills in both French and English (Essential)
34
Client Services Consultant Resume Examples & Samples
- Serve as the publishing agent for all Mobile Applications, including Enterprise, Internal, and Public Mobile Applications
- Maintain and updates the mobile application inventory
- Monitor the AirWatch platform and keep mobile provisioning and certificates up to date
- 8 or more years of working with web sites and mobile applications
- Experience working with IT Service Providers / Security Administrators and System Administrators
- IT problem determination (experience in Root Cause Analysis) and problem resolution skills
- Proven influencing skills, strong collaboration and partnering skills
- Highly organized and work independently
- Strong working knowledge of web site monitoring and analytical tools
35
Client Services Consultant Resume Examples & Samples
- Communicate daily with high-ranking members of the banking industry
- Create modeling solutions for our clients using advanced financial risk management and technical knowledge
- Support existing implementations of Ambit’s risk and performance solutions and assist with business and technical questions regarding the use of our platform
- Collaborate with the product management, development and quality assurance teams to anticipate future industry needs
- Troubleshoot software errors and malfunctions to determine underlying causes and provide suitable solutions to clients
- Perform periodic quantitative software testing in preparation of upcoming releases
36
Client Services Consultant Resume Examples & Samples
- Must learn multiple core systems as well as add on products
- Utilize professional expertise to guide SG customers through the various processes that are related to system installs, upgrades and conversions
- Ability to manage change to project timelines
- Ability to adapt and relate to various operational cultures in order to ensure a successful consulting engagement
- Must have working knowledge of all customer educational materials and will be responsible for learning and understanding future customer educational materials
- Prepares all professional services and customer education documentations including, but not limited to Operational review documentation, agendas, implementation guides, sign in sheets, evaluations and all other related administrative items
- Creates, maintains and updates new and existing professional services and customer education material, including course content, visual aids, videos, user manuals, and presentations
- When engaged with customers, focused on operational pain points and works to identify system solutions
- When engaged with customers, actively looks for customer education and strategic consulting opportunities and solicits consulting engagements to SG customers
- Schedules, promotes and conducts customer education for clients and internal SG employees on Bally products
- Remains informed of new Bally products and services
- Ability to provide service through all phases of the project from kick off meetings, through go-live support and through 30-60-90 day follow ups
- Understands and maintains knowledge of regulatory requirements governing the company’s products
- Prepares proposals and cost estimates for potential projects in the future
- Minimum of three years customer education, teaching or related field experience or
- Minimum of two years casino operations and/or gaming experience preferred or
- Minimum of two years technical experience (preferably software related) or
- Minimum of two years of hospitality experience or degree in related field
- MS Office (Word, Excel & PowerPoint)
- Must be able to use Microsoft Outlook and have an intermediate level of proficiency with Microsoft Office (Word, Excel, Visio & PowerPoint)
- Must have excellent communication skills (written and verbal)
- Strong customer service, technical, and analytical skills
- Familiarity with best adult learning practices
- Must have the ability to perform under stress and adapt to changes
- Public speaking and presentation skills are a must
- The ability to multi-task and prioritize is required
- Must possess a valid driver’s license and eligible for a passport
- Ability to secure gaming licenses within various jurisdictions around the world
37
Senior Client Services Consultant Resume Examples & Samples
- Provide consulting services to casino management enabling them to maximize their use of the company’s software systems
- Regularly monitors customer needs to establish consulting opportunities
- Maintains regular contact with company’s various departments to establish consulting opportunities
- Completes deliverables for activities and projects
- Prepares material and conducts presentations for management pertaining to specific features of the company’s software
- Provide training to casino employees on functions of all Bally Technologies’ software systems
- Provides appropriate information exchange with all organizational units of the Company
- Performs other duties as needed upon request by immediate supervisor
- MS Office, Unix, AIX, and Windows operating systems
- Two years’ experience in similar or related field
- Ability to read, analyze, and interpret common technical journals and documents
- Ability to respond to common inquires or complaints from customers
- Strong verbal and written communication skills necessary
- Ability to secure gaming license
- Knowledge of business management concepts, techniques, and functions
- Ability to conduct cost-benefit analysis techniques
38
Client Services Consultant Resume Examples & Samples
- Maintain an updated SOP “Standard Operating Procedures” for day-to-day procedures so that operation functions efficiently
- Implement new processes and enhance current process to strengthen efficiency
- Conduct orientation for all new workers either face-to-face or via phone while providing the new hire orientation packet. Collect all signed necessary paperwork
- Maintain accurate and complete WAND records for all workers
- Resolve and follow through, in a timely manner, all issues related to the worker, either at the request of the worker or that of his/her manager
- Facilitate Employee Relations issues and include Human Resources or Program Manager as needed
- Provide consistent and timely updates of problems and their resolution to the Program Manager or Operations Manager
- Identify process inefficiencies and recommend implementation to the Program Manager
- Provide consistent and timely updates of problems and their resolution to the Program Manager
- Consistently exhibit professional customer service
- Proactively meet with hiring managers to qualify requisitions
- Convey requisition and client environment information to approved suppliers to empower them for success
- Acknowledge receipt of Manager Questionnaire or Scope of Work and obtain additional information from the manager, if needed
- Provide education on the issue to hiring manager, Independent Contractor, Procurement Buyers as needed
- Based on the Questionnaire/Scope of Work determine whether IC Screening is required and follow procedures as defined in the SOP
- Manage the screening to ensure turnaround times are met and resolution is achieved in a timely manner
- Ensure WAND documentation and complete record keeping are maintained at all times
- Facilitate escalations to the appropriate client contact (Legal, Purchasing, Risk, HR, Security)
- Facilitate escalations to the appropriate PRO resources (CCS)
- Ensure consistent and thorough communications to all involved parties with the intent of accomplishing a satisfactory experience for all parties involved
- Escalate difficult situations to the Score Desk and facilitate conversations with the hiring manager, client contact, or contractor
- Generate regular reports to both internal and external customers
- Ensure PM and Score Desk are fully aware of any potentially explosive situations
- Ensure that all deliverables outlined in the ‘Scope of Work’ are met
- Maintain all order information in WAND
- Ensure work is performed in a manner respectful and compatible with client’s environment
- Develop positive and professional relationships with client users of PRO program
- Consistent follow through so that issues are resolved in a timely manner
- Initiate proactive meetings with end users to gauge satisfaction and to identify opportunities for improvement. Communicate this to your Program Manager and propose resolutions
- General Responsibilities
- Check phone messages at least every two hours or arrange phone backup
- Secure all confidential records in locked cabinets if away from your cube more than 5 minutes
- Minimum Qualifications
- Bachelors preferred
- Three years of experience in staffing, sales, marketing, HR/recruiting, customer service or staffing industry operations is preferred
- Effective communication skills – both written and verbal
- Effective interpersonal skills - Able to interact and communicate with all levels of staff and clients
- Strong customer service, administrative, and organizational skills
- Strong MS Office Suite – particularly Excel, Word, MS Outlook
- Ability to lift up to 20 pounds, bend, stoop, sit at desk for extended periods of time, and to move about from building to building
- Good data entry (alpha & numeric) with accuracy
- Ability to function independently while being detail oriented
- Strong critical thinking skills with the ability think outside the box
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Client Services Consultant Resume Examples & Samples
- Ability to communicate effectively in writing, verbally, and interpersonally. Able to interact and communicate with all levels of staff and clients
- Must have good customer service and administrative organizational skills
- Working knowledge of: MS Office Suite – Excel, Word, PowerPoint, Outlook
- Detail oriented, critical thinker, problem solver
- We offer a comprehensive benefits package. Salary is commensurate with experience. An Equal Opportunity Employer/M/F/D/V
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Senior Client Services Consultant Resume Examples & Samples
- Sr. Onsite CSC will handle first line escalations and problem resolution, utilizing independent judgment and critical thinking skills
- Consistently exhibit professional customer service and problem resolution skills
- Follow, maintain and update the SOP “Standard Operating Procedures” for day-to-day procedures. Ensure that team is following operational procedures per the SOP
- Sr. Onsite CSC will assist PM in staff development, new staff orientation and training as well as providing input into and delivering performance reviews (where needed)
- Manage all assigned daily desk operations and as appropriate recommend new processes and enhance current process to strengthen efficiency
- Identify and resolve employee relations issues ensuring that timeliness and adherence to appropriate laws and regulations
- Utilize PRO’s proprietary software, WAND, to facilitate all processes including contractor requests, financial approvals, timecarding, renewals, offboarding, invoicing, reporting etc
- Lead Supplier management activities including Supplier Forums, Scorecards, recruiting phone calls with hiring managers etc
- Facilitate regular meetings/discussions with client hiring managers regarding PRO’s program and delivery procedures
- Engage in and lead Business Development activities. When appropriate introduce new PRO service lines to client managers. Work with PM to identify opportunities to grow PRO’s business
- Assist in the drafting and presentation of Quality Business Reviews along with Internal Account Reviews
- In conjunction with the Program Manager, ensure that all deliverables outlined in the SOW are met consistently
- Generate all required weekly reports to both client and PRO on a timely basis
- Follow all required client and PRO mandated procedures and policies
- Effectively conduct both verbal and written business communications
- 4 years of college, Bachelor’s degree or equivalent experience
- Three to five years of experience in business development, sales, marketing, staffing client relationship management, industry operations, HR/recruiting, and extensive customer service is preferred
- Ability to communicate effectively in writing, verbal, and interpersonal. Able to interact and communicate with all levels of staff and clients, including Executive levels at Fortune 500/1000 companies
- Working knowledge of: MS Office Suite – Excel, Word, MS Outlook, PowerPoint
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Client Services Consultant Resume Examples & Samples
- Support the philosophy of a “Team” concept. This should be accomplished by actively promoting a team environment in all areas of responsibility and by maintaining open lines of communication between each team member regarding issues that impact the overall performance of the team
- Demonstrate ability to remain calm and in control in high stress situations and handle difficult situations/personalities
- Ability to be flexible and agile with change process to enhance the client experience
- Actively coordinates, joins, and/or participates in discussions. May serve on committees to improve procedures and resolve problems within teams and across the department
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Client Services Consultant Resume Examples & Samples
- Must be able to manage a number of priorities at one time while working within required deadlines
- Strong customer focus with excellent interpersonal skills
- Advanced understanding of plan testing, plan document design, government forms and ERISA requirements needed
- Ability to consult on plan design issues
- Ability to analyze compliance tests and make recommendations
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Major Client Services Consultant, Payroll Resume Examples & Samples
- Provide telephone support to clients using our payroll application and complementary modules and offer suggestions to improve their use of our solution
- Inform clients on the current payroll legislative rules and regulations
- Comply with the quality standards for communication with clients
- Be able to anticipate client’s needs
- Modify the companies files, perform tests, obtain appropriate approvals and make the necessary follow ups
- Work in close collaboration with the other sectors
- The position might be subject to a variable schedule. **
- Ability to manage priorities effectively;- College diploma in business administration, accounting or any related area or any combination of studies and related work experience or the equivalent
- Minimum of 4 years’ experience in the payroll industry
- Ahuntsic College Comprendre les principes de la paie and Maîtriser les législations de la paie trainings or Canadian Payroll Association (CPA) PCP Certification (Asset)
- Ability to work well under pressure and meet deadlines
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Client Services Consultant Resume Examples & Samples
- Conduct orientation for all new workers either face-to-face or via phone providing new hire orientation packet and having he/she sign all necessary paperwork
- Escalate to the PM any serious issues that may jeopardize PRO’s position with the client or staffing supplier, or issues that require the involvement of senior PRO resources
- Acknowledge receipt of Manager Questionnaire or Scope of Work, obtain additional information from the manager, if needed
- Ensure OPM and Score Desk are fully aware of any potentially explosive situations
- 2 years of college, AA or equivalent experience
- Working knowledge of: desktop computers and MS Office Suite – Excel, Word, MS Outlook, Internet access, fax, copier, phones and other office equipment needed for the position function
- Able to lift up to 20 pounds, bend, stoop, sit at desk for extended periods of time, and to move about from building to building
- Detail oriented, critical think, problem solver
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Client Services Consultant Resume Examples & Samples
- International financial service experience highly regarded
- Good investment market & superannuation knowledge
- Previous experience in a call centre environment within financial services
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Senior Client Services Consultant Resume Examples & Samples
- Manage and grow the client relationship through high-quality customer service; manage and resolve complex issues in a constantly changing technical environment
- Manage plan design changes while maintaining a big picture view; create and manage a client service plan for all assigned clients
- Act as an advocate for our the clients, partners and brokers to develop solutions, resolve issues and identify business process improvements
- Participate in the sales process as needed, including attending finalist meetings and/or attending benefit fairs; other duties as assigned
- 5 years or more client relationship management experience
- Experience within a regulated environment such as insurance, banking, or a similar industry
- Professional experience managing an external client base
- Excellent judgement skills with superior ability to make critical decisions
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Senior Client Services Consultant Resume Examples & Samples
- Maintain desk procedures and day-to-day processes
- Ensure that team is following day-to-day procedures so that operation functions efficiently
- Maintain “Standard Operating Procedures” manual so that information is consistently updated for use at any time should back up support be required
- Conduct or supervise orientation for al new workers either face-to-face or via phone providing new hire orientation packet and having he/she sign all necessary paperwork
- Escalate to the Program Manager any serious issues that may jeopardize PRO’s position with the client or staffing supplier, or issues that require the involvement of senior PRO resources
- Consistently exhibit professional customer service and problem solving capabilities
- Perform co-employment training to end users including Harassment Prevention training
- Apply sound judgment and good decision making skills when handling Employee Relations issues and partner with Human Resources to bring to a successful resolution
- Staffing Desk
- Facilitate the fulfillment of temporary requisitions through PRO’s systems (WAND)
- Efficiently manage the relationship/interaction of the approves staffing desk suppliers and managers
- Coach and counsel suppliers as needed in a manner that yields collaboration, improved supplier performance and satisfactory PRO delivery
- Coordinate and deliver Supplier Forum
- Identify process efficiencies and recommend implementation to the Program Manager
- Resolve and follow through, in a timely manner, all issues related to the worker, manager and staffing agency
- Assume ownership for program-related projects and deliver within defined timelines
- Provide leadership to the team and act as first point of escalation
- Consistently exhibit friendly, professional customer service
- 1099 Compliance
- Act as the liaison between the client requestor and the Compliance Specialist, focus on relationship management and solutions delivery
- Provide education on the issue, as needed
- Ensure Program Manager and ScoreDesk are fully aware of any potentially explosive situations
- Consistently exhibit professional customer service and a solutions oriented approach
- Client
- Ensure that team is meeting all deliverables outlined in the ‘Scope of Work’ and act as point of escalation to the team members as needed
- Proactively meet with hiring managers to be viewed as their business partner
- Lead by example and instill a work standard in a manner respectful and compatible with client’s environment
- Establish yourself as the second in command and a team lead
- Consistent follow through and leadership through a solutions-driven approach, so that issues are resolved successfully in a timely manner
- Demonstrate good judgment and decision making abilities
- Answer incoming phones calls by 2nd ring
- Check and respond to all phone/email/fax service inquiries within 4 hours of receiving
- Perform all require WAND data entry before leaving work daily
- Follow all required client and PRO mandated procedures and policies during the exercise of their responsibilities
- Display integrity in the use of equipment, resources and materials
- Three years of experience in sales, marketing, staffing industry operations, HR/recruiting, and customer service is preferred
- Ability to communicate effectively in writing, verbal, and interpersonal. Able to interact and communicate with all levels of staff and clients
- Able to conduct business communications effectively both verbal and in writing
- Working knowledge of labor and employment laws
- Ability to process changes into database programs with few entry errors
- Experience with quality customer service requirements
- Filemaker software
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Client Services Consultant, Payroll Resume Examples & Samples
- Modify the companies files and make the necessary follow ups
- Minimum of 2 years’ experience in the payroll industry or in customer service in a call centre environment
- Ahuntsic College Comprendre les principes de la paie training or Canadian Payroll Association (CPA) PCP Certification (Asset)
