Client Services Executive Resume Samples
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Client Services Executive Resume Samples
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BU
B Upton
Bert
Upton
9080 Walton Ramp
Phoenix
AZ
+1 (555) 343 6760
9080 Walton Ramp
Phoenix
AZ
Phone
p
+1 (555) 343 6760
Experience
Experience
Chicago, IL
Team Assistant / Client Services Executive
Chicago, IL
Crooks, Fay and Olson
Chicago, IL
Team Assistant / Client Services Executive
- To provide day to day service to the clients of a number of Portfolio Directors
- Support the team in the preparation of both standard and bespoke reporting material
- Help prepare client presentations
- Light secretarial duties including formatting of some client correspondence and occasional mail merges
- Booking rooms, taxis and making other travel arrangements for senior executives
- Support of Cash Administration Service
- Maintaining records of client contact and communications
Houston, TX
Client Services Executive
Houston, TX
Haag and Sons
Houston, TX
Client Services Executive
- Work with teams to develop detailed proposals and statements of work
- Collaborating with account managers and project delivery teams spread globally to manage and develop existing client accounts
- Provide ad-hoc performance in conjunction with performance team
- Manage campaign implementation, tracking and performance management from initiation to closure
- Attend and present at external customer meetings and internal meetings with other company functions necessary to perform duties and aid business development
- Performs deep analysis and interpretation of data to provide insights to clients
- 7 Review & analyse data to provide management information/statistics to support the overall delivery of processes
present
Detroit, MI
Client Services Executive, Operations
Detroit, MI
Wisozk-Howe
present
Detroit, MI
Client Services Executive, Operations
present
- Internal service providers such as IT
- Development (SGSS/CMS/DEV)
- Service Desk team for incident management
- Pass commercial leads provided by the client to the RM team
- Asset Managers and Asset Owners (AMO); Financial Institutions and Brokers (FIB); Corporate Entities (COR)
- 2nd Escalation point for service issues that cannot be resolved within operations management
- Ensure a smooth transition of the Client from the commercial and on boarding team to day to day BAU services
Education
Education
Bachelor’s Degree in Accuracy
Bachelor’s Degree in Accuracy
University of California, Los Angeles
Bachelor’s Degree in Accuracy
Skills
Skills
- Technical acumen. Familiarity with how web sites work, the basics of programming, or the ability to quickly learn technical things is vital
- 6 Good communication skills, with proficiency in written and spoken English
- Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers
- Professional, organised, motivated, strong interpersonal and verbal/written communication skills
- Good eye for detail
- Well-organized, detail-oriented, and able to handle a fast-paced work environment
- Professional, organised, motivated, proactive, strong interpersonal and written/verbal communication skills
- Strong interest in data quality
- Excellent attention to detail
- Excellent working knowledge of CRM system, or similar
15 Client Services Executive resume templates
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1
Client Services Executive, Global Funds Resume Examples & Samples
- Work closely with JPMAM Fund Sales and Operations teams to ensure the smooth dealing of JPMAM’s funds and to maintain a high client servicing standard for JPMAM’s intermediaries
- Coordinate intermediary on-boarding, account set up and dealing/operational process flow
- Independently handle dealing, operational and general product related queries via the Singapore Fund Sales hotline and general email inbox
- Draft and send out regular and ad hoc intermediary and investor communications
- Maintain the overall Client Services framework including all relevant processes and procedures
- Represent the Singapore Fund Sales team and liaise with overseas offices for ad hoc client services related projects
- University graduate with a minimum 3 years of client servicing-related experience in a financial-institution. Prior client servicing experience in an investment management firm in Singapore preferred
- Independent, self motivated with strong attention to detail
- Client-focused team player with excellent communication skills
- Spoken and written fluency in English
2
Client Services Executive Resume Examples & Samples
- Build and maintain relationships with executives at assigned customers via meetings, telephone calls and emails
- Proactively engage with the customer executives to sustain and build deep relationships to become a trusted advisor
- Create relationship maps for the customer and internal
- Identify near term customer business issues, challenges, pain points, care abouts by which Cisco can improve, enhance or remedy the situation
- Gather market and customer information
- Gain a clear understanding of customers' business portfolio and requirements
- Communicate issues and solutions to executives in a way which is thought provoking, insightful and considered a burning platform
- Prepare a comprehensive transformational business case (includes a customer problem/challenge) describing how Cisco’s solutions align with the customer’s strategy
- As needed, calculate the customers positive return on investment demonstrating the value of the Cisco’s proposed solution
- Present a transformational business case and articulate how Cisco’s solutions align to the customer’s strategy
- Advise on forthcoming service offers
- Discuss customer needs as the basis for the sales dialogue
- Collaborate cross functionally (product sales, inside sales, channels, delivery, partners) to build credibility and earn trust
- Structure complex financial deals at an executive level (VP and above)
- Negotiate the terms of an agreement and closing sales
- Negotiate variations in price, delivery and specifications with customers
- Articulate future buying trends and service requirements back to necessary business units
- Follow standardized and optimized sales processes, e.g., renewals process
- CXO Relevancy: Adding value by proactively identifying business opportunities for the customer/partner, conveying a firm understanding of the customer’s/partners business and political drivers, displaying executive presence by building rapport and credibility; effectively influencing other people to accept a solution; clearly connecting solutions to business needs
- Consulting and Partnering: Helping external clients and partners to understand their business needs, offering advice and solutions, and operating from a position of expertise balanced with a collaborative approach
- Strategic Business Planning: Demonstrating significant knowledge of Cisco and the industry; developing strategies that leverage core strengths of one’s own group and Cisco
- Business & Financial Acumen: Understanding basic business mathematics, financial strategies, and performance indicators, and applying that knowledge to client’s economic and buying environment
- Negotiation: Effectively exploring interests and options to reach outcomes that gain the agreement and acceptance of all parties by using legitimate data, objective criteria to support
3
Client Services Executive Resume Examples & Samples
- Manage all aspects of the account with respect to Service deal transactions
- Drive the execution of customer facing activities to conclusion in a quality, timely, and correct manner
- Manage service pricing and margins according to agreed upon terms
- Focus on selling current and new portfolio of service offers including Technical Support and Advanced Services
- Work with teams to develop detailed proposals and statements of work
- Facilitate sales transactions by
- Understanding and navigating customers’ and partners’ procurement process
- Building relationships with customers, partners and across Cisco
- Drive Multiyear Services Contract Renewals and Point of Sale service attach
- Plan and prioritize sales activities and customer/prospect contact towards achieving agreed upon business terms
- Create and manage a sales plan using all relevant data (renewals, new product funnel, potential upgrades and end-of-support situations) and then map this data to market development strategy based on company priorities
- Maintain and develop existing and new customer contacts through appropriate proposals and ethical sales methods. Develop and sustain relevant internal liaison to optimize quality of service, business growth, and customer satisfaction
- Monitor and report on market and competitor activities and provide relevant reports and information
- Record, analyze, report and administer according to systems and requirements
- Communicate, liaise, and negotiate internally and externally using appropriate methods to facilitate the development of profitable business and sustainable relationships
- Attend and present at external customer meetings and internal meetings with other company functions necessary to perform duties and aid business development
- Attend training to develop relevant knowledge, techniques and skills
- Developing the Pipeline: Applying knowledge of sales trends, market drivers, and key customer issues and opportunities to do strategic account planning; establishing, prioritizing, executing, and monitoring a course of action to accomplish broad territory objectives and sales strategies; using knowledge to identify and cultivate future sales opportunities to build a strong pipeline
- Building Influential Relationships: Working collaboratively with customers, channel partners, and account team members to meet business goals and objectives; using appropriate communication methods to influence others and establish relationships
- Customer Focus: Supporting customers during the sales process; seeking and taking appropriate actions on customer requirements while balancing business needs; resolving difficult issues in a timely and professional manner; taking responsibility for customer satisfaction and loyalty
- Negotiation: Effectively exploring interests and options to reach outcomes that gain the agreement and acceptance of all parties by using legitimate data and objective criteria to support ones proposal
- Critical Thinking: Identifying and understanding issues, problems, and opportunities; comparing data from different sources to address sales challenges and new opportunities; taking courses of action based on sound analysis and judgment that appropriately consider customer and partner business capabilities and issues, available facts, constraints, competitive circumstances and probable consequences
- High Impact Communication: Clearly and succinctly conveying information and ideas to individuals and groups in a variety of situations; communicating in a focused and compelling way that drives others' thoughts and actions
- 10+ years of solution selling
- BS/BA or equivalent, MBA preferred
- 5+ years of Consultative selling
- Strong working knowledge of a Plan, Build, Manage services model
- 10+ years in the technology sector, networking and computing platform domain preferred
4
Client Services Executive, Services Sales Resume Examples & Samples
- Develop and implement a forward-thinking vision for his/her (Cisco and/or customer) team (i.e. the Territory/Segment/Account Plan); and align vision and goals with Cisco's business objectives and customers' Service & Support Plans
- Build senior executive strategic relationships with customer and initiate interactions to gain the customer knowledge (key stake holders contacts, business strategy, priorities, organization, policy, processes and capability) and keep developing new relationships across the industry that Cisco business extends
- Become a trusted advisor to customer on policy, process and technology areas and hence help them achieve objectives with Cisco solution
- Develop the business strategy & initiatives for territory assigned and its execution
- Identify, qualify, develop and closing of opportunities and achieve the revenue goal with solutions developed through partnering with cross-functional Cisco organizations
- Create and update the sales force automation tool / SFDC entries to reflect the pipeline status
- Run Forecast for the Territory level and deliver the forecast within accuracy guideline (in period of week/month/quarter/year)
- Lead and manage the whole quote to order process drawing on multiple resources to most effectively focus time and effort
- 10+ years in Sales related position with which extensive (5+ years) management/leadership/key account management experience
- Experience in consultative/solution selling, service maintenance, professional services. With solid knowledge of IT operations experience are a plus
- Should have senior management experience within or directly with a technical organization and should be accustomed to working effectively with customers' senior executive levels
5
Client Services Executive Resume Examples & Samples
- To deal with client enquiries and complaints via telephone in an appropriate and customer focused manner, taking into consideration the needs of the client, in accordance with service standards and regulatory requirements
- To deal with client enquiries and complaints via letter, email, fax in an appropriate and customer focused manner, taking into consideration the needs of the client in accordance with service standards and regulatory requirements
- Ensure client enquiries and complaints are logged appropriately and accurately, and highlight potential regulatory breaches, and any issues that may impact the business or multiple clients to Team Manager
- Manage and prioritise own workload whilst keeping the client informed and managing their expectations, and ensure completion within relevant service standards and deadlines
- Put actions in place to achieve own objectives and development plan
- Be involved in and contribute to team meetings, focus plans, and objectives delivering continual improvement
- Assist in supporting and mentoring new staff members
- Prepare for, attend and participate in, training events and workshops, and exchange information and knowledge with the team
- Keep Team Manager informed of problems with completing workload to deadlines
- Ensure all activities are in line with TCF outcomes and our regulatory obligations
- Previous experience of working in a customer facing role ideally within a call centre and/or correspondence team
- Previous experience of working in a team
- Must be proficient in the use of PC software, including Word, Excel and databases
- Be able to demonstrate a passion for delivering first class customer service
- Good call handling skills
- Good eye for detail
- Be able to positively react to difficult situations
- Flexible team player with an assertive and positive manner
- Ability to work accurately especially under pressure
- Be able to demonstrate a desire to learn
- Educated to GCSE level, or equivalent, including English/Maths
6
Technical Client Services Executive Resume Examples & Samples
- Troubleshooting technical queries from customers
- Advising customers on the best use / technical implementation of our Propertylink solution
- Assisting customers by producing technical tool-kits to help them get the most out of our service
- Driving the resolution of issues, queries and enhancement requests by working with key stakeholders and our technical supplier
- Documenting and sharing knowledge
- Testing new functionality on our Propertylink solution
- BSc or equivalent in relevant subject area and/or software development experience
- Relevant commercial experience working in client support, technical support, helpdesk, or development background
- Great communication and stakeholder management skills at all levels of an organisation
- Relevant knowledge of Web Service technologies – notably XML and APIs
- Experience of business analysis, trouble-shooting or analytical thinking
- Proficiency in Microsoft Office Products (Word, Excel, PowerPoint)
- Some experience of working within a delivery methodology environment, eg. Agile
- Some experience working with third party developers and/or software-as-a-service (SaaS) solutions
7
Client Services Executive Black & White Resume Examples & Samples
- Key point of contact for Black & White clients, leading regular meetings
- Create project deliverables for multiple clients and streams of work
- Manage the flow of information between clients and the delivery team
- Maintain outstanding client relationships through effective communications, reporting and problem solving
- Assist in the production of regular project reports to internal stakeholders and Clients
- Ensure all outgoing work is flawless prior to client delivery
- Think beyond the project list – constantly questioning how to add value
8
Client Services Executive Resume Examples & Samples
- Manage high volumes of calls
- Complaint handling
- Providing support and training to the team
- Work with the FCA regulations
- Responsible for developing new processes and challenging existing ones
- Developing, implementing and sharing best practices
9
Client Services Executive Resume Examples & Samples
- Knowledge of Microsoft Office products (Excel, Word, Outlook)
- Strong interest in data quality
- Proven ability to deliver results in a dynamic environment with changing and multiple priorities
- Familiarity with CRM/CMS systems and data maintenance
- Strong spoken and written communication skills
- Experience working directly with customers
- Ability to build and maintain positive rapport with colleagues and stakeholders at all levels
- Ability to work effectively through others and interface persuasively with other individuals throughout the organisation
- Pragmatic, self-directed and self-disciplined
- The versatility to work on several projects at once and prioritise their own time
10
Global Client Services Executive Resume Examples & Samples
- Direct responsibility to Global Digital lead
- Assist with the delivery of regular updates to client service teams to communicate new projects, ideas and applications
- Organisational support for internal meetings, calls, travel and training
- Assist with the preparation of proposals and pricings for internal GfK teams servicing clients
- Experience of having worked within a relevant environment, at an appropriate level within the online marketing or research industry
- Monitoring project progress and communications
- Liaising with technical teams to ensure proposals are feasible and acceptable
- Clearly define project requirements and managing the communication and interpretation by the technical teams
- Maintaining templates for proposals across the broad product portfolio
- Problem solving skills – the ability to formulate solutions to challenges
- Good communication and influencing skills
- The ability to develop good cross functional and cross divisional working relationships
- Experience of supporting sales teams
- Understanding of market research principles
11
Client Services Executive AMK Resume Examples & Samples
- Providing key support to the planning, management and oversight of events, as well as, other special projects
- Drive results obtained through effective planning, influence building, and use of resources
- Maintain accounts by preparing standard and ad hoc reports on account status: analyze account performance and contractual status, event readiness and business performance as scheduled or on demand
- Troubleshoot and resolve customer operational issues
- Monitor and maintain budget expense details against assigned accounts ensuring financial compliance, reporting, invoicing and reconciliation on projects and with business forecasts
- Oversee client communication to ensure operational alignment. Directs communication on upcoming events towards customers’ executive associates and ASM’s field associates to ensure operational integrity to plan
- Document account plans and forecasts: assess activities to plan; monitor and update budget and revenue forecasts and manage event requirements
- Manage deployment readiness and resource alignment: ensure
- Strong organizational skills with the ability to handle multiple competing requirements simultaneously and thrive in a fast-paced work environment
- Ability to visualize and plan objectives and goals strategically and develop strategic plans to grow the business
- Well-organized, detail-oriented, and able to handle a fast-paced work environment
- Ability to visualize and plan objectives and goals strategically
- Ability to understand and follow specific instructions and procedures
- Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers
12
Team Assistant / Client Services Executive Resume Examples & Samples
- To provide day to day service to the clients of a number of Portfolio Directors
- Support the team in the preparation of both standard and bespoke reporting material
- Light secretarial duties including formatting of some client correspondence and occasional mail merges
- Booking executive travel via the in-house travel team
- Booking rooms, taxis and making other travel arrangements for senior executives
- Organise cash payments for clients
- Support the Portfolio Directors with ad-hoc operational tasks
- IT skills, detailed working knowledge of Microsoft Word, Excel & PowerPoint
- Numerate, bright, quick learner
- Strong team ethic and collaboration skills
13
Client Services Executive Resume Examples & Samples
- 1-2 years relevant experience (preferably at a digital agency or within a sales organization)
- Online media and/or mobile experience preferred
- Keen attention to detail in execution and forms of communication
- Ability to multi-task and prioritise projects accordingly
- Passionate about ensuring world-class customer service to clients
- Effectively communicate between internal departments and work well with different personalities
- Ability to think high-level about product strategy and vision
- Flexibility within an ever-changing/evolving, fast-paced, yet thrilling world of digital and emerging media
- Eagerness to learn about the company, industry, and clients
- Proficient with MS Office products, especially PowerPoint, Word and Excel
- Desire and ability to contribute ideas to brainstorms
- Creative know-how, Photoshop skills a plus
14
Client Services Executive Resume Examples & Samples
- Manage all aspects of the customer account with respect to Service deal transactions
- Coordinate with cross functional teams (Commercial Finance, AS delivery, Operations, etc)
- Sell solutions based on current and new portfolio of service offers including TS and AS
- Understanding and effectively navigating customers’ and partners’ procurement process
- Building relationships with customers and partners in positions that directly or indirectly influence the procurement process
- Properly qualifying opportunities to ensure optimization of Cisco resource
- Drive Multiyear Services Contract Renewals and high attach rate in your assigned customers
- Follow standardized and optimized sales processes
- Utilize extended services team resources and tools, as appropriate based on defined engagement models, throughout the sell cycle, including SSA’s, Proposal and SOW teams, Cisco Consulting, Field and Practice Delivery
- Plan and prioritize sales activities and customer/prospect contact towards achieving business objectives
- Effectively manage personal time and productivity
- Collaborate with cross-functional teams to create and manage account plans using all relevant data (renewals, new product funnel, potential upgrades and end-of-support situations)
- Maintain and develop existing and new customers relationships through appropriate propositions and ethical sales methods, and relevant internal liaison, to optimize quality of service, business growth, and customer satisfaction
- Respond to and follow up sales inquiries using appropriate methods
- Developing the Pipeline: Applying knowledge of sales trends, market drivers, and key customer issues and opportunities to do strategic account planning; establishing, prioritizing, executing,
15
Client Services Executive, Operations Resume Examples & Samples
- Asset Managers and Asset Owners (AMO); Financial Institutions and Brokers (FIB); Corporate Entities (COR)
- Facilitate and coordinate the service relationship with other entities in the group
- Participate in and lead client service reviews
- Maintain an overview of client satisfaction and client service issues
- Liaise with other internal departments to ensure effective communication to and from the client
- Document and communicate meetings, communication, issues, etc with other stakeholders within SGSS
- Comment KPIs, monitor quality levels and lead client satisfaction surveys on operational services. Communicate client expectation of quality to relevant areas within the organisation. Where relevant track and follow action plans
- 2nd Escalation point for service issues that cannot be resolved within operations management
- Agree service priorities with the client
- Maintain, prioritise and follow up on client change requests
- Maintain SLA with the client in collaboration with the operational experts
- Participate and contribute to various governance, service and operational meetings held with the client when necessary
- Ensure accurate and professional reporting to the clients (KPI, MI, Dash Boards etc.)
- Ensure a smooth transition of the Client from the commercial and on boarding team to day to day BAU services
- Pass commercial leads provided by the client to the RM team
- Min 7-years experience in Financial Services is required
- Previous experience in managing client relationships within a client facing role
- Previous experience in either an operational/middle office role
- Good understanding of the securities industry and post trade settlement
- Knowledge of Asset Management, Wealth Management and Funds is desirable
- High level knowledge of flows and organisation
- Previous experience of contributing to both SLA’s and KPI’s
- A client-focussed approach with excellent communication skills
- A passion for providing outstanding client service, gained through a client service background
- The ability to manage your own workload, prioritising and planning where needed
- Ability to understand client requirements
- Ability to prioritize according the client needs
- Solutions orientated with a constructive approach to both internal and external clients
- A proactive can do attitude, motivated and results orientated
16
Client Services Executive Resume Examples & Samples
- Supports client servicing process, executing according to agreed objectives to deliver proficient presentations and on-site services
- Supports the driving of sales and is responsible for revenue and profit targets
- Performs deep analysis and interpretation of data to provide insights to clients
- Finalises and delivers thought provoking presentations that reflect strategic client needs
- Manages expectations of own client and contributes to the achievement of client satisfaction targets
- Performs deep analysis and interpretation of data to provide insightful responses to client queries
17
Client Services Executive Resume Examples & Samples
- Proven track record of growing a successful consulting business in the banking and financial services industry in Canada
- Demonstrated strong leadership skills, particularly with highly diverse teams
- Deep knowledge of Information Systems/Business Consulting Methodologies
- Senior executive presence – possesses an interest and passion toward engaging senior level executives in grasping and enabling fundamentals of business change through consulting solutions
- Experience and track record in successful delivery of technical/ management consulting services, preferably gained at a top tier consulting firm
- Executive-level experience in the areas of resource management (financial, cost and asset), preferably with a mix of consulting and operations experience
- Ability to work collaboratively in a virtual and highly-matrixed environment
- Ability to work with globally diverse teams across different time zones
18
Client Services Executive Resume Examples & Samples
- Support the team (including Portfolio Directors, Portfolio Managers, Associate Portfolio Managers, Assistant Portfolio Managers and Secretaries) in the development and maintenance of spreadsheets, preparation of reporting material and maintain key product and team statistics
- Mastermind the account set-up process
- Interaction with administrative / operational units within Cazenove Capital or its custodians and assist with the management of the service to ensure seamless client relationship management
- Assist with performance enquiries including individual stock, client accounts and benchmark data
- Ensure the proper operation of clients’ portfolios and accounts in line with FSA regulations and the Cazenove Capital business rules and regulations
- Daily review and action of client breach alert system - reviewing pre and post trade alerts on in-house system. Investigation and resolution of overnight alerts against clients’ restriction on in-house system and liaison with the Cazenove Capital compliance team
- Check bargains, monitor outstanding deals and report / monitor errors
- Verify and authorise cash transfers ensuring compliance with Cazenove Capital regulations re fax/email indemnity and mandated information. Liaise with the fund managers to ensure sufficient cash on account to meet client requirements
- Ensure the proper maintenance of records and production of reporting material
- Help Fund Managers prepare for client meetings and assist with the provision of specific client data requirements and complex performance data
- Exhibit awareness of the market and of investment products
- The role will require a certain degree of co-ordination across both country offices and teams
- The successful candidate may also be required to work for more than one team within CCM
- Must have or gain shortly after joining the relevant regulatory approved qualification(s)
- Industry knowledge, preferably private client
- Experience in settlement and operational support functions
- Good familiarity with the in-house systems necessary to fulfil the above functions
19
Client Services Executive Resume Examples & Samples
- Act as a key BARB point of contact responding to queries from subscribers, broadcasters and the BARB executives
- Manage the programme and spot log system and provide related training / coaching to broadcasters. Engaging with the broadcasters to improve the speed and accuracy with which data is provided
- Communicate key changes and issues, notices and updates to the industry and maintaining industry contact details
- Implement system updates and data specifications to include new reported channels, make changes to currently reported channels or any ad-hoc requests
- Maintain and improve the subscriber portal including set-up of new users
- Work with Broadcasters on queries relating to the Programme Attribution Service (PAS) and setting up new users
- Participation in weekend rota (approx. one weekend in four) for managing industry communications when data delivery issues occur. Also participating in early morning rota (8:15 am)
- University degree-qualified (at least 2.1)
- 2+ years of professional working experience in related field
- Strong written and verbal communicator
- Ability with technical systems or databases preferred
- Interested in media (specifically television) and looking to progress a career in audience measurement
- PC skills – Microsoft office required. Comfort learning and using new software packages desired
20
Client Services Executive Resume Examples & Samples
- Interact with administrative / operational units within Cazenove Capital (based in Zurich and London) or its custodians and assist with the management of the service to ensure seamless client relationship management
- Create cash transfer requests ensuring compliance with Cazenove Capital regulations re fax/email indemnity and mandated information. Liaise with the fund managers to ensure sufficient cash on account to meet client requirements
- Minimum 3 ‘A’ Levels, 4 ‘H’ levels or equivalent, at grade A - C or above
- Ideally, must have or will gain shortly after joining the Investment Advice Diploma or equivalent FSA approved qualification
- Experience of client handling in financial sector, preferably private client; and
- Good familiarity with the in-house systems advantageous to fulfil the above functions so experience preferred but not necessary
- Excellent grammar and spelling; and
- Confident in dealing with people at all levels
21
Client Services Executive Resume Examples & Samples
- Developing and owning the IT strategy and P&L for Cognizant’s key banking clients in the UK
- Owning operational and business development responsibility for a number of domain accounts
- Acting as a thought leader and business strategist while partnering with clients to influence solutions that deliver key business benefits to clients, enabling them to optimise efficiencies or transform their revenue opportunities
- Collaborating with account managers and project delivery teams spread globally to manage and develop existing client accounts
- Providing leadership, strategic guidance and motivation to project teams
- Partnering with CXO level stakeholders across UK’s banking and financial services industry and enhancing these relationships
- Proven experience in IT business development or related consulting activities in the BFS sector within the UK
- Experience of selling IT solutions across multiple service lines through an onsite-offshore model
- Expertise in client management with cross disciplinary experience in business strategy, project management, product management and account management
- Extensive understanding of IT strategy, the related issues facing CIOs in today’s world and factors influencing their decision-making process
- Understanding of key trends disrupting the banking and financial services industry and providing value-added solutions / suggestions to the client
- Proven experience in executive level stakeholder management in the IT industry, with a successful track record of managing client relationships and ‘farming’ client accounts
- Successful track record of achieving significant growth in revenues within a major client account
- Experience of strategic account planning with practical knowledge of developing complex account plans and implementing them
- The personal presence to act as an effective influencer and negotiator at the most senior levels of client management
- Creative and entrepreneurial in approach but focused on effective delivery and P&L management
- Mentoring project managers/leads & team members from Cognizant, working onsite, to ensure that they are delivering a professional, high quality, high value and responsive service experience to the client while also providing leadership to ambitious sales and delivery teams
- Ambition, dynamism and enthusiasm to contribute to the profitable growth of a very successful and dynamic international organisation
- Prior experience or knowledge of best practices in project management, quality assurance, solution architecture and business processes within the financial services sector would be an advantage
- Demonstrating prowess in revenue forecasting and profitability management
22
Client Services Executive Resume Examples & Samples
- Developing the IT strategy and P&L for Cognizant’s key public sector clients in the UK financial services sector
- Proven experience in IT business development or related consulting activities in the public services sector within the UK
- Proven experience in IT business development or related consulting activities in the banking and financial services sector within the UK
23
Client Services Executive Resume Examples & Samples
- Minimum 10 years’ experience in information technology infrastructure outsourcing, off-shoring, managed services or professional/consulting services with enterprise customers. For the technology vertical, we require a strong background in cloud technology and experience selling through to technology companies that currently are infrastructure savvy and adept at running and managing their own IT infrastructures
- Ability to effectively communicate to technical and non-technical audiences at all levels in an organization, including developing and conducting effective presentations, developing procedural documentation, demonstrating products & solutions and writing customer proposals
- Willingness to travel as needed (potentially 75% or more)
- Strong technical acumen with cloud technology and offerings
- Depth of experience in delivery/transition management
- Exposure to various ITO pricing models
- Strong leadership skills and ability to operate in a virtual team structure
- Deep knowledge of Data Center, Cloud, and other infrastructure-related technologies
- High level of motivation and commitment
- Ability to operate and deliver independently without significant oversight
- Specific Technology vertical industry expertise is required
- Experience managing entire RFI/RFP response process, including solution defense and orals
24
IM Client Services Executive Resume Examples & Samples
- Work alongside the Sales Team supporting the sales process and ensuring that they are kept appraised of all relevant issues relating to the client
- Maintain and improve tight risk control processes
- Assist in the negotiation and implementation of new legal agreements
- Alert management immediately of any significant changes to business risks and internal controls effectiveness
- Fluency in English and another European Language (such as Italian, Spanish, or French)
- Additional languages advantageous
- Executing the sales process
- Apply IM EMEA standards of ‘Treating Customers Fairly’ in all client dealings
25
Client Services Executive Inex Resume Examples & Samples
- 1-2 year’s event promotion experience in consumer products, retailer, brand, or agency
- Experience managing projects and/or events, client communications, deliverables, and project budgets
- Ability to coordinate mutually agreed expectations of what is promised to the customer into measureable business results
- Ability to use personal effectiveness to link relationships, processes, and business methodologies with revenue-producing activities
- Good interpersonal skills
- Strong written communication and verbal communication skills
- Ability to exercise sound judgment
- Integrated Marketing Services' proprietary software as well as PTS, proprietary Client software, and possibly INSTEP
26
Client Services Executive Resume Examples & Samples
- Maintaining Accounts: Prepare standard and ad hoc reports on account status; troubleshoot and resolve customer operational issues; monitor and maintain budget expense details against assigned accounts
- Protecting Accounts: Oversee client communication to ensure operational alignment; document account plans and forecasts; manage deployment readiness and resource alignment
- Special Projects: Planning program event operations based off costs, to develop and manage event marketing projects
- Bachelor’s Degree or equivalent job-related experience
- 1-2 year’s of event promotion experience in consumer products, retailer, brand, or agency
- Experience managing projects and/or events, client communications and deliverables, and project budgets
- Creative self-starter with organization, and problem-solving skills
- Must be able to collaborate effectively to deliver on mutual client and retailer objectives
- Must have developed influencing skills – ability to manage internal and external boundaries, set expectations, and build alignment at varying management levels/client interface
- Strong communication skills, both verbal and written
- Must have developed insight skills
- Ability to identify and develop robust data on internal and external operations (especially regarding customer expectations and alternatives) and transform that data into decisions that balance risk with reward
- Must have developed execution skills - ability to coordinate mutually agreed expectations of what is promised to the customer into measureable business results
- Must have established credibility skills – ability to use personal effectiveness to link relationships, processes, and business methodologies with revenue-producing activities
- 1-3 years of experience in event promotion—consumer products, retailer, brand, or agency
- Experience managing projects and/or events, client communications and deliverables, project budgets and expenses
- Team building Skills
- Excellent customer service orientation
- Ability to develop strategic plans to grow the business
- Ability to gather data, to compile information, and prepare reports
- Strong prioritization skills
- Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines
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Client Services Executive Resume Examples & Samples
- 1 Independent management of end-to-end order-to-invoice processing, including submission of required documentations, in accordance with business requirements and agreed timelines
- 2 Responsible for monitoring of assessors time and expenses ; timely recording of sub-contractors time and expenses, including submitting monthly accruals for sub-contractors expenses
- 3 Responsible for coding subcontractor, bought in services (BIS) and all on-the-job expenses, eg. travel invoices as per (SSC) requirements
- 4 Daily review of work-in-progress (WIP) report to ensure pending jobs progress to billing in accordance to group key performance indicators (KPIs), with WIP ratio to be maintained at =/<0.3
- 5 Main point of liaison / support point for invoice-related matters with various business stakeholders, such as SSC and external clients to manage queries, resolve discrepancies/disputes and/or process failures at various touchpoints
- 6 Identify and suggest improvements to administration processes and procedures, including assisting with implementation support within the team
- 7 Review & analyse data to provide management information/statistics to support the overall delivery of processes
- 8 To coach other team members, as appropriate, to achieve effective knowledge transfer and application
- 2 Proficient in MS Excel with working knowledge in Access, MS Word and Outlook
- 3 Degree, diploma or relevant/practical experience appropriate to the requirements of the job experience
- 4 Ability to multi-task with high degree of accuracy in handling huge volume of work
- 5 High level of organisation and time management skills with ability to prioritise
- 6 Good communication skills, with proficiency in written and spoken English
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Client Services Executive Resume Examples & Samples
- Knowledge of Microsoft Office products (Excel, Word, Outlook), particularly data manipulation in Excel (e.g. VLOOKUP)
- Familiarity with CRM/CMS systems and data maintenance (e.g. Salesforce.com)
- Ability to work effectively through others and interface persuasively with other individuals throughout the organization
- Technical acumen. Familiarity with how web sites work, the basics of programming, or the ability to quickly learn technical things is vital
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Client Services Executive Resume Examples & Samples
- Work closely with sales team, country manager and superior to obtain information to devise, prepare and propose solutions/media plan that meet the client’s goals
- Manage campaign implementation, tracking and performance management from initiation to closure
- Handle day-to-day requests and briefings
- Brief external vendors including creative, digital and media planning agencies
- Manage client relationships and attend client meetings
- Monitor and optimize campaign for delivery and performance
- Aid in trouble shooting in all aspects of a client’s campaign to ensure customer satisfaction
- Clearly communicate expectation to team members and related stakeholders regarding campaign status on a regular basis
- Determine how results will be measured and complete a post-campaigns evaluation & report to determine how well results were achieved
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Client Services Executive Resume Examples & Samples
- Create and identify services opportunities in assigned accounts
- Build a pipeline of services opportunities that meet or exceed thresholds
- Use a consultative approach to solving clients’ business issues, with the goal of delivering business outcomes through WWT’s services
- Attain or exceed sales targets for services profitability and revenue
- Develop WWT’s services business in assigned accounts with some support from other team members
- Serve as the single point of contact for sales of services in assigned accounts
- Establish and develop strong business relationships with assigned clients and WWT’s services partners
- Conduct requirements gathering and scoping sessions with clients and WWT stakeholders. Utilize Project Scoping Workshops when appropriate. Develop thorough and accurate proposals and statements of work with some support from other team members
- Negotiate with WWT suppliers including OEMs and service delivery partners and subcontractors on scope, pricing, delivery methodology, and approach
- Create work break down structures, preliminary resourcing plans, cost estimates, and pricing for services engagements
- Develop and present proposals and SOWs
- Work with any internal departments as needed to create services engagements that are set up for success, including PS Delivery, PS PMO, PS Partner Management, Strategic Sourcing, Management Consulting, Cyber Security, Legal & Compliance, Engineering, Supply Chain, Sales Operations, Business Development, SRC, Finance, etc
- Work with the WWT Service Request Center (SRC) to ensure that SOW language and services pricing, hours, and travel budgets meet WWT standards
- Develop and present proposals and statements of work that are accurate, detailed, and contractually protect WWT from “scope creep”, cost overruns, and other risks
- Upon award of an engagement, work with SRC, PS, Finance, and other teams as applicable to ensure that the engagement is set up accurately. Work with service delivery teams to ensure that the engagement is transitioned smoothly from the sales phase and into the service delivery phase. Specifically, actively participate in internal project/program kickoffs with team members to explain scope, budget, and preliminary resourcing approach if applicable
- Actively participate in customer-facing project/program kickoffs managed by PMs to explain and clarify the agreed upon objective, scope, and deliverables for the engagement
- Understand the structure and operation of WWT’s service delivery organizations and incorporate lessons learned into future engagements
- Conduct difficult, customer-facing discussions to address and resolve significant scope changes. However, the Client Services Executive is not responsible for managing the project change request process; this is primarily the responsibility the PS PMO or other service delivery organizations
- Identify staffing opportunities and engage WWT Strategic Sourcing team members to pursue such opportunities
- Actively participate in project/program closeout process to confirm client satisfaction with the completed engagement, to gather lessons learned and areas for improvement for future engagements, and to identify additional opportunities
- Travel is anticipated at 25% depending on assigned accounts
- Bachelor’s or Master’s degree or equivalent experience
- 10 years of related experience defining, selling, and delivering large scale technology services engagements
- Ability to negotiate mutually agreeable outcomes in complex services engagements with clients, partners, and WWT stakeholders
- Competency in analytical problem solving, customer/partner relationships, technology solution knowledge, project management, and business and sales strategy
- Skills in developing new relationships with customers and the ability to understand client business issues and needs
- Track record of meeting and exceeding sales targets
- Experience and track record of closing opportunities
- Proven track record of hunting, creating new opportunities, and establishing new client relationships
- Maintain a professional appearance, presentation, and communication skills appropriate for C-level clients
- Be an aggressive self-starter with ability to build executive relationships, create opportunities, and close business
- Possess the skills necessary for account planning with an extended team, calling on clients at all levels of an organization, and managing partner relationships
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Client Services Executive Resume Examples & Samples
- Minimum 5 years of experience in account management, professional services, consulting or customer service for large enterprises
- Creative problem-solver with great attention to detail
- Proactive and results-oriented, with strong prioritization skills
- Demonstrated experience with network and security technologies
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Client Services Executive Resume Examples & Samples
- Success in delivering transformational change in a diverse operating environment
- Service delivery and leadership
- Understanding of P&L management
- A proven track record in developing and implementing successful customer solutions
- Experience of leading through change and transformation
- Experience of managing multiple stakeholders with strong relationship building, networking and negotiating skills
- Managing a team of Project Managers
- Highly experienced in actively managing large scale client relationships from a strategic level to deliver positive outcomes
- Motivated to achieve outcomes and excited by opportunity to lead change and transformation
- Has previously developed insight, propositions or offers which have delivered client revenue
- Has delivered thought leadership to clients and external forums such as Industry Analysts or conferences
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Client Services Executive Resume Examples & Samples
- Manage all aspects of the pursuit, which is opportunity specific and requiring unique XaaS and/or Managed Product capabilities
- Pursuit Leaders meet with customer executives and partners with account teams to define pursuit success metrics, solutions, and models
- Manage opportunity and/or account specific financial performance as part of overall pursuit process to ensure project/program viability and profitability
- Present business cases, commercial models, and architectural solutions to Segment Leaders in partnership with local account teams
- Develop commercial models and architectural solutions as they exist within current Cisco infrastructure
- Drive Cisco growth by communicating need for net new models and solutions that do not exist
- Manage the service transition process into AS PDI, CMS Operations , and AS Service Delivery Executives
- Lead the definition and creation of deliver terms and conditions, SLA's, and solution performance
- Navigating Cisco Legal, Operations, Finance and Executive business priorities
- Escalating internally for Executive, Business Unit, Segment Leader, Account Team alignment to customer business objectives
- Identify and collaborate to resolve business risks and gaps of Cisco business models with cross functional organization
- Plan and prioritize opportunity and account engagement leveraging LCD Engagement Criteria
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Client Services Executive Resume Examples & Samples
- Help Portfolio Managers prepare for client meetings and assist with the provision of specific client data requirements and complex performance data
- Experience with offshore private clients
- Familiarity with the in-house systems necessary to fulfil the above functions
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Client Services Executive Resume Examples & Samples
- Drive incremental services growth through Cisco’s Managed Services
- Independently manage personal time & productivity to achieve sales goals
- Develop strong working relationships with cross organizational peers
- Plan and prioritize sales activities and customer/prospecting activities to maximize personal customer interaction
- Create and manage a sales plan using all relevant data (renewals, new product funnel, potential upgrades and end-of-support situations) mapping data to an agreed market development strategy aligned with corporate priorities
- Maintain and develop existing and new customers through appropriate propositions and ethical sales methods, optimizing quality of service, business growth, and customer satisfaction
- Focus on solution selling to grow Cisco overall wallet share
- Manage all aspects of the account with respect to deal transactions
- Drive the execution of customer facing activities to conclusion in a qualitative & timely manner
- Manage service pricing and margins according to agreed objectives
- Lead collaborative efforts to finalize detailed proposals and statements of work
- Solution Selling: Self-starter who can quickly adapt to create solutions that solve complex customer issues.Demonstrated understanding of solution selling in large complex & technical customer environments
- Negotiation: Effectively exploring interests and options to reach outcomes that gain the agreement and acceptance of all parties by using legitimate data, objective criteria to support ones proposal
- Communicate & Position: Work collaboratively, leading efforts to create Public Sector specific sales collateral, proposal language, & use cases to effectively position the Public Sector/Federal Managed Services story
- Partner: Establish strong working relationships with the Public Sector partner community to increase sales scalability & overall revenue growth
- 10+ years of selling and/or delivering services and solutions in a technology environment
- BS/BA or equivalent experience with graduate degree preferred
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Customer Service Centre Client Services Executive Resume Examples & Samples
- Ensure the needs of attractions are championed at all times while ensuring highest levels of service and sales performance are delivered feeding back and suggesting recommendations as needed
- Deliver training and product information updates/refreshers to the front line customer experience on behalf of attractions relaying regular changes and updates
- Investigate and act upon areas of below expectation service delivery reporting back outcomes and findings
- You will be required to work 5 days out of 7 between Sunday and Saturday including weekends as needed to meet business needs and call demand. As the Client Services Team is responsible for attractions operating 24 hours a day at times some work out of hours may be required
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Client Services Executive Resume Examples & Samples
- Take ownership of the order validation process in Salesforce.com for a portfolio of customers. Working within established KPI’s, ensure accuracy for all quotes to deliver accurate billing and revenue recognition
- Establish relationships with relevant Sales personnel offering support and guidance with order entry to ensure data integrity of CRM and billing systems
- Provide fulfilment of online products to customers and accurate updating and maintenance of the access and entitlement data
- Manage any customer query, liaising between Sales, Legal and Finance to ensure swift query resolution
- Work alongside fellow Client Services team members to ensure workflows are maintained and best business practice followed in line with established audit requirements
- Establish strong working relationships with all Client Services teams to ensure consistency of first class support for all Accuity customers
- Able to prioritise multiple tasks whist managing own workload
- Excellent working knowledge of CRM system, or similar
- Good working knowledge of Microsoft Office applications
- Well organised and able to multi task
- Able to work to deadlines whilst demonstrating flexibility
- Good communications skills
- Good team player with a positive and proactive attitude
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Client Services Executive Resume Examples & Samples
- Client management, service and communication, with responsibility for key client database, specifically across TV Promos, Radio and Regional TV, Education, Post Production and Sound Studios and small to mid-size advertising/digital media agencies
- Initiate proactive and targeted music pitching to deliver business results
- Entertain clients to foster strong long-term relationships
- Provide creative and quality music supervision with customized playlists via the website or drive upon request
- Create product presentation to clients and provide creative music supervision around our entire Universal Production Music catalogue
- Update and maintain client management systems
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Client Services Executive Resume Examples & Samples
- Establish and communicate strategic direction for the account
- Lead account team in establishing, maintaining and executing the Strategic Account Plan
- Build and grow client relationships at senior levels, writing and negotiating client proposals and contracts, and managing the overall delivery of client engagements
- Maintain revenues within existing customers/departments
- Identify new opportunities within existing customers/departments and propose relevant Perficient services
- Partner with Business Development team in selling existing and new services to new customers/departments
- Lead a portfolio of projects spanning multiple customer groups/departments
- Ensure customer satisfaction
- Develop and manage the account team
- Ensure profit margins (including time/expenses)
- Manage revenue backlog and contribute to pipeline forecasting
- Bachelor’s Degree and 15-20 years of industry or professional services consulting experience
- Experienced as a Client Partner, Account Manager, or Delivery/Solution Lead
- Experience in one or more of the following
- Industry experience: Automotive, Healthcare, Consumer Markets, High Tech, Insurance, Manufacturing,
- Previous experiences in: Technology, Business Analysis & Consulting, Program and Project Leadership, Sales
- Solution selling experience: Omni-channel commerce, content management, user experience, integration, etc
- Self starter with solid relationship building skills, presentation and communication skills, and a proven track record winning/closing new business at the VP, SVP, and C-levels
- Experience leading multi-disciplinary teams (Technology, PM, QA, creative, business SME’s, strategy)
- Track record of achieving and exceeding client revenue and profitability goals
- Thought leadership or speaking experience showing demonstrable experience in a subject area
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IM , Client Services Executive Resume Examples & Samples
- Deliver & communicate operational excellence to the wholesale clients of BNY Mellon
- Respond to incoming operational queries and ad-hoc requests in a timely and professional manner
- Work closely with internal departments and the Transfer Agent to ensure the highest level of client service is achieved and maintained
- Understand the core product strategies and the investment process of each of the investment boutiques
- Maintain regular client contact by telephone as well as personal visits. where required with the aim to improve client service and satisfaction and continue to build the Mellon brand and image
- Fully understand and adhere to the company’s procedures covering anti financial crime matters, including but not limited to, AML, KYC and sanctions requirements
- Experience in the investment management industry
- Graduate Level education
- IMC
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Client Services Executive Resume Examples & Samples
- Support of Cash Administration Service
- Maintaining records of client contact and communications
- Act as liaison between clients, Portfolio Directors and operations
- Input of deal orders
- Support the team in the development and maintenance of spreadsheets, preparation of reporting and meeting materials and maintain key product and team statistics
- Professional, organised, motivated, proactive, strong interpersonal and written/verbal communication skills
