Client Services Resume Samples

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

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R Block

Reba

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40427 Kory Run

Phoenix

+1 (555) 931 5903

40427 Kory Run

Phoenix

Phone

p +1 (555) 931 5903

Experience Experience

Los Angeles, CA

Client Services

Los Angeles, CA

Pfannerstill Group

Los Angeles, CA

Client Services

Taking ownership of regular performance management activities: 1:1s and performance approvals
Provide assistance and support to all Wealth Managers in their day to day roles and activities
Manage client issues and assist in developing long term solutions
Create and manage ongoing relationships with clients through their early use of the Bronto Marketing Platform and during other key integrations/projects
Providing ongoing development, coaching and direction to your team members in order to meet objectives and SLA's
Develop strong, positive relationships with clients by providing strategic support of their initiatives
Maximize retention by working with the client and ADP management to resolve any issues that arise and are in our control

Boston, MA

Client Services Supervisor

Boston, MA

Carter Inc

Boston, MA

Client Services Supervisor

Client account opening - ensure all documentation is received in good order and that we are compliant with all the necessary AML regulations
Review and sign off all client dealing and general maintenance on the client accounts
Cash management; bank reconciliation and cash management
Quality service provision and speedy resolution of client issues and requests
Regular quality client reporting
Other duties as assigned
Regulatory and control reporting

present

New York, NY

Client Services Team Lead

New York, NY

Kling-Fay

present

New York, NY

Client Services Team Lead

present

Interfaces directly with the clients, including taking them on property tours, resolving routine issues and responding to pricing and/or non-routine inquiries
Maximizes the efficiency and delivery of services to clients by planning, scheduling, and overseeing the marketing and sales support functions for a team
Leads and mentors team in a manner conducive to promoting a morale building environment through teamwork, collaboration, and setting the example
Oversees the recording, tracking and monitoring of office transactions to include listings and sales/leases
Focus on problem solving, mathematical analysis and project management. Knowledge of accounting and business law helpful
Monitoring may include expenses, client reimbursements, vouchers, commissions and pipelines
Knowledge of accounting and business law helpful

Education Education

Bachelor’s Degree in Computer Science

Arizona State University

Bachelor’s Degree in Computer Science

Skills Skills

Good knowledge of ISDA definitions
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to provide excellent customer service to external/internal clients
The knowledge and ability to use computers and technology efficiently and effectively
Strong working knowledge of government regulations
Strong Knowledge of Microsoft Office (Excel, Word)
Strong attention to detail
Ability to present professional image via phone; superb phone etiquette skills
Strong attention to detail and accuracy
Good attention to detail and accuracy

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15 Client Services resume templates

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FX Etrading Client Services Resume Examples & Samples

Onboarding clients and users onto various e-Trading platforms
Validation and Reconciliation of trades executed via e-Trading platforms
Attend to ad-hoc queries requests from sales and clients
Attend to system access and connectivity issues
Provide Training / Demo of JPM in-house e-Trading platforms (JPMM , MDP, MDC, etc)
Participate in regional and global projects with focus on process improvements
Experience in sales middle office or client service roles are preferred
Minimum 3 years working experience with FX/FXO background (preferably in eCom space)
Proactive and willing to drive new initiatives and changes
Good analytical skills, due diligent and attention to details
Excellent interpersonal skills, good attitude, and strong communication / presentation skills
Able to multi-task and work in a very fast-paced and stressful environment
Able to work independently
Languages : the candidate will ideally be fluent in additional European languages

Application Developer, Amit Client Services Resume Examples & Samples

University degree in Computing or related disciplines
Proficient in J2EE design patterns, Spring Framework, XML, Eclipse, JUnit, JavaScript, PL/SQL, shell script
Practical experience on Oracle and SmartGWT are definite advantages
Delivery focused with good problem solving and analytical skills
Mature personality with assertiveness and aspiration to excel
Well disciplined in following company and department policies
Knowledge with fund valuation and accounting systems will be an advantage

Client Services Team Leader Resume Examples & Samples

2 years experience at a Senior Representative Level, plus 1 year experience in the operations assistant position
Excellent communication skills , problem solving
Bilingualism required

O&t-business Analyst, Client Services Resume Examples & Samples

In-depth understanding of the ECS+ / Cards products and processes
Functional knowledge and understanding of all the channels and banking systems
Leading teams and global transformation projects
Focus on work quality and attention to details
Manage and prioritize efficiently multi-task across projects
Expert in providing a fault tolerant global business solution which is scalable and can be leveraged

Analyst, Client Services Resume Examples & Samples

Work directly with Taft Hartley Relationship Managers on client deliverables and special projects
Possess a working knowledge of accounting principles and be able to extract and analyze data from financial statements
Communicate with representatives of investment partnerships to ensure the timely receipt of cash flow and financial information
Prepare quarterly and annual reports for Taft Hartley clients
Review financial statements prepared by fund administrators for inclusion with reports
Respond to client and fund investor questions and special requests (analyze reports/informational requests), interact with Relationship Managers to ensure that the required level of client service is being provided
Monitor and track cash flow activity for limited partnerships, communicate with custodian banks regarding capital calls and distributions for clients to ensure successful delivery and receipt, reconcile cash flows with custodian banks
0-2 plus years of work experience in an accounting/financial industry setting preferred
Some daytime travel possible (up to 10%)

Administrator, Audit & Client Services Resume Examples & Samples

Assists the VP, Audits & Client Services in researching audit claims, which may include but is not limited administering contracts, rates, financial analysis, adjustments, and research
Assists in planning, scheduling and administration of external audits, insuring proper protocols and procedures necessary for successful completion of audits are followed
Liaison to external auditors, which may include but is not limited to instruction in the use of various audit-related systems and reports (e.g., provides information as and when required)
Researches and reviews royalty information, including, but not limited to, contractual agreements, provisions, rates, etc. in connection with audit response and resolution
Participates in certain executive level meetings with other Warner/Chappell personnel, and as needed, with outside parties (e.g., ASCAP, BMI, HFA, Foreign Affiliates, etc.) in the remediation of income collection and/or conflicts related to audits. Communicates directly with affected parties to ascertain validity and accuracy of audit claims
Coordinates with other internal departments to review issues of auditing clients, through research and conferring with other departmental or Company staff and may coordinate the adjudication and/or settlements thereof
Participates in system testing and data cleansing
Performs financial analysis for management
Interacts with representatives from the IT, Legal, Royalty, Creative and Copyright departments of the Company as well as with attorneys, auditors, agents, clients, third party music users, HFA, CMRRA, BMI and ASCAP
Handles and safeguards confidential and proprietary information
Must be able to effectively communicate internally and/or externally in a manner consistent with the company’s Code of Conduct and core values
Must be able to read and understand materials and documents and have the ability to recognize and extract critical data and information
Must be able to come to work on time without restrictions as to time commitment
Must be able to stoop, bend, stand, walk and sit for up to at least 10 hours a day
Must be able to lift up to 20 pounds on a semi-regular basis and perform other diverse physical tasks as needed
Must be able to work at and utilize all functions of a computer if necessary up to at least 10 hours a day to perform the required tasks and create and develop the necessary reports to summarize the results of research and projects and to communicate with others in the Company and with those necessary outside of the Company
High school level education or its equivalent, preferably to have included courses in basic bookkeeping procedures, arithmetical analysis, computations, documentation, and computer input operation
Two (2) to Three (3) years of experience in an office engaged in duties which include accounts payable, accounts receivable, vouchering, billing statements, typing at 40 WPM, data entry, and knowledge of currently used Company software (e.g., Windows, MS Word, Excel, Metafile, B.I.) and AS/400 would be desirable
A satisfactory equivalent of education, training and / or experience sufficient to qualify for the requirements of the position

Cib-client Services Account Manager Resume Examples & Samples

Account Manager for a global franchise client
Has a one-on-one relationship with the client and navigates JPMC on the client's behalf and acts as a client advocate within J.P. Morgan
Central contact for the client on all change requests
Provides cross-product MIS and statistical reporting to drive service satisfaction
In partnership with RM, develops and drives action plans for non-referenceable clients across all products (where applicable)
Serves as the point of contact for service issues escalation
Undertakes regular service reviews; introduces process improvements and cross-product solutions
Responsible for risk controls/compliance and managing resolution
Influences change within the client's environment to improve efficiencies
Proven Knowledge of CIB products
Experience in dealing with highly complex, demanding client organizations
Proven experience in delivering on commitment to clients
Broad CIB knowledge and experience
An understanding of Regulatory regime and impact on Funds industry
Able to demonstrate influencing skills
Able to demonstrate strategic thinking
Able to demonstrate executive management and communication experience/skills
Able to demonstrate Industry/Business Knowledge
Able to demonstrate and give examples of creative problem solving experience

Associate / VP E-client Services FX Resume Examples & Samples

Interact directly with traders and sales on day-to-day system / client issues, communicate at all levels in a clear, concise and professional manner
Manage onboarding of clients to all electronic trading systems
Take ownership of all client issues, working in partnership with IT to expedite issue resolution
Maintain, update and take ownership for all electronic distribution channels. This includes daily maintenance, UATs, interaction with respective trading and sales desks and global team
Assist with FIX API and other custom solutions, including global coordination with IT teams, project planning, UATs, support of clients once live
Be proactive and identify business opportunities and efficiencies as a matter of course
Assist with MIS reporting and statistical analysis in support of business management
Where appropriate, manage client relationships to grow volumes and revenues. This includes flow analysis in partnership with e-Risk team, and also face-to-face meetings and presentations
Adhere strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices; reports control weaknesses, compliance breaches and operational loss events
Excellent communication skills, both written and spoken,
Proactive, self-starter, who can do the day-to-day job and also work on longer-term strategic improvements
Team player, lateral thinker
High level of organizational skills and attention to detail
Superior time management and ability to prioritize in fast moving environment
Broad knowledge of products and of applicable systems/applications or precise FX experience within an institution, this may be e-commerce, operational or sales role (not IT) or demonstrated business project management skills with FX knowledge
Experience working in FX and on a trading floor preferred

Client Services Management Americas Lead Director Resume Examples & Samples

Lead a team of service orientated professionals who work in partnership with ICB, Retail, and the global Business Operations team to improve the client service offering and ensure operational quality of delivery
Drive strategy to enhance client service across Business Operations
Serve as point of escalation for complex or cross-functional client service issues facilitating diagnosis and resolution of issues
Sponsor and implement training to embed a service culture within Business Operations
Provide appropriate representation for Business Operations at Client meetings and due diligence visits
Support the Strategic Client Program by developing and maintaining client profiles that report and monitor the operational service for the client and the measurement of success in BlackRock delivering for that client
Establish and develop strong relationships with colleagues and external contacts, including clients
Proven experience in asset management business with an in-depth understanding of Business Operations and client servicing at all points of the client and trade life cycles
Ability to effectively lead a team across multiple locations
Ability to analyze, synthesize and present data in an concise and easy to understand style
Expert communicator, strong interpersonal skills

Supervisor, Client Services Resume Examples & Samples

Pre Screening of potential Client Service Rep candidates
Working hand in hand with Client Services Director to review and assess policies and procedures to determine the most efficient order maintenance workflow
Collaborating with ASSET team to expand and execute the CSR development program; including on-boarding training as well as on-the-job training intiatives
Working hand in hand with Billing and Collections teams to ensure timely invoice clearance and avoid recurring payment issues
Assist in prioritizing CSR desk and work flow
Collaborating with Sales and Delivery teams to properly manage inventory and liability issues
Serve as a liaison with internal support departments on issues/processes affecting the team
Cultivating and maintaining relationships with agency personnel in various departments such as buying, accounting and traffic
1-3 year's Media industry experience required, preferably in Digital
Strong knowledge of internal systems (Ad Front, Dart, TRAM, etc)
Working knowledge of Agency processes and systems
Possess strong leadership qualities
Desire to coach, mentor, and motivate team
Operational competencies
Solid decision making abilities
Strong communication/interpersonal skills
Ability to multi-task in a fast paced environment
Ability to resolve issues
Possess quantitative reasoning

Gwim Senior Operations Rep-trust Operations & Client Services Resume Examples & Samples

Researching and resolving reconciliation break items
Research ACH issues
Printing and verification of check disbursements
Processing Fed Fund wires
Verifying work
Processing the daily presentment
Cross functional team coverage
Handling account inquiries and research
Preparing and processing manual JE requests

Customer Contact Agent Corporate Client Services Resume Examples & Samples

85% Customer Sales & Service Inbound Support
Respond to incoming calls to the Customer Contract Centre from Diners corporate customers, or their designated administrators, in a prompt, professional and efficient manner in accordance to service level agreement
Assist corporate customers and/or their designated administrator, with card set up, reporting hierarchy set up, putting in place proper program documentations and fulfill card request
Process corporate customer requests, including generating service requests in order to complete financial and non-financial transactions, accurately, within specified timeframes and in accordance with Bank policies and procedures
Proactively address and resolve any customer issue or concern during an incoming call, including investigating in BMO systems to understand the underlying root cause and escalate as required to resolve the issue or concern (and escalate complex or unresolved escalated customer situations to the Assistant Manager or Manager as required)
Maintain current knowledge of the credit card industry, practises and trends and integrate into customer conversations in a professional manner and drive business results based on giving customers the right solutions
Adhere to all BMO policies and procedures during customer calls in order to minimize risk to the business and provide the customer with appropriate information as per established regulations. Perform any required documentation after the call is completed to ensure an accurate processing of any customer request
Use applicable technology and tools to facilitate an effective conversation with the customers
Input and process credit limit increases once approved by Commercial Account Manager
10% Relationship Management
Own the single-point-of-contact portfolio and support customers with primarily <$3MM in annual volume of transaction
Make recommendations to customers on streamlining / building their corporate program by partnering with Implementation Management Team, e-Business Solutions Consultants and other internal partners as required, to increase customer portfolio growth
Identify and recommend process improvement opportunities to increase efficiency and effectiveness of team and still maintain an exceptional level of service to the customers
Integrate marketing promotions and programs into the customer conversation where appropriate to demonstrate added value to the customer, completing any necessary administration, as appropriate (for small businesses only)
Raise/escalate issues in a timely manner to Corporate Management Team to ensure prompt attention to customer dissatisfaction issues
5% Operational Effectiveness
Protect BMO assets by adhering to all applicable personal credit card regulations, operating procedures, regulatory requirements, process requirements and established risk guidelines, including all documentation, and any other requirements to maintain operational integrity within the Customer Contact Centre
Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions, in accordance with the Bank’s operating procedures
Follow security and safeguarding procedures in accordance with the Bank’s operating procedures for the prevention of loss due to fraud, money laundering or defalcation; identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering
Maintain the confidentiality of both customer and Bank information to protect the customer and the Bank and to ensure compliance with the Bank’s operating procedures
Passionate about customer service excellence and willing to go the extra mile to ensure customer satisfaction
Strong demonstration of BMO’s Our Way Model
Completed at least high school education and/or possess equivalent customer service experience
Knowledge of BMO credit card products - Basic to Working
Knowledge of all Customer Contact Centre operational procedures – Working
Knowledge of Customer Contact Centre technology, processes and metrics [Total System v2 (TS2), Hierarchy Engine (HE), New Credit Card System (NCCS), Process Access Library (PAL), Lotus Notes (E-corr and E-file), Card Delivery L (CDL)] – Basic to Working
Previous experience working in a similar and/or related service environment – Working
Organizational awareness – Working
Communication (verbal, written, phone etiquette) – Working
Exceptional and consistent customer focus – Working
Conflict resolution – Working
Understanding of risk management & compliance – Basic
Time management – Working
Multi-tasking (ie) maintaining effective phone conversation while executing other related activities – Working

Director, Wealth Management Client Services Resume Examples & Samples

Oversees the hiring, training and deployment of the S&SE Client Relations Center (CRC) resources based on the expected volume and complex and mode of customer inquiries and physical location of the customer interface
Manage Client Relationship Consultant Sr. Managers located in Charlotte and Denver with each team consisting of approximately 15 or more employees
Ensures that the Service Support Team and Client Relationship Management Consultants CRCs goals and objectives, and those of our individual and institutional customers, are met on a consistent basis. Ensures proper compliance and supervisory oversight of the Individual Advisory Services Client Relations Center
Responsible for initiation and oversight of key initiatives for IAS
Participates in the coordination of the sales, asset retention and customer service efforts of over 40 employees who interact with our Individual Advisory Service clients
Proven management and leadership skills, decision-making, exceptional verbal and written communication, outstanding interpersonal and strategic leadership proficiency. Prior service and sales management experience preferred
Comprehensive and current understanding of legislative and regulatory environments, financial planning/advice execution, brokerage, and estate planning tax issues. Also required is a broad knowledge of all TIAA-CREF products and services
Manage multiple role types and business processes including Client Relations Center staff
Must currently hold NASD Series 7, 24 and 63/65 or 66 and state insurance licensing in the state of residence, or must be able to obtain within the first three months of hire or transfer. Work toward additional industry certification or designation (ChFC, CFP, CLU, CMFC) is required
Bachelor's degree and a minimum of 5 -10 years directly related experience preferred

Senior Technician Client Services & Support Resume Examples & Samples

Ensures that all requests from users are logged and escalation procedures are followed
Maintains problem status/resolution information in ticketing database
Participates in maintaining, testing and updating PC and Macintosh deployment images
Must be available for shifts between 8:00 a.m. – 6:00 p.m. M-F at any CBS Mid-town location
Basic understanding of Wired and Wireless Networking concepts, general trouble-shooting steps, and network tools (Ping, Pathping, Trace route, etc.)
Knowledge and familiarity with MS Active Directory environment including ability to manage AD objects (User and Workstation) – ie. reset user passwords, add/remove workstation, modify AD description)
Strong support and understanding of Outlook/Exchange mail client

Bloomberg Financial Client Services & Sales Sao Paulo Resume Examples & Samples

Bachelors Degree required. Enrolled on Post-Graduation or MBA programs is a plus
Fluency in English and Portuguese or Spanish is required; any additional foreign language is a plus
Prior experience with use of the Bloomberg Terminal is a plus
Strong MS Office (Excel mainly) skills
School transcript can be requested
Travel required once in Sales
Ability to start on FEBRUARY, 2015
PLEASE ATTACH AN ENGLISH & PORTUGUESE OR SPANISH COPY OF YOUR RESUME

Manager of Client Services Resume Examples & Samples

Provides exceptional client service and always keeps the client as the main focus. Implements quality assurance measures to improve overall client satisfaction
Manages a group of Client Service Representatives (CSRs) and Client Support Associates’ (CSAs) which includes recruiting, hiring, training, conducting performance reviews and providing leadership and coaching. Oversees the CSRs and CSAs day-to-day activities with a focus on ensuring the achievement of key performance indicators including quality, productivity and service metrics
Coaches and develops CSRs & CSAs with a focus on delivering best practices in customer service, sales and client retention
Works with clients to resolve issues and provides amiable solutions whenever possible
Develops client relations policies, procedures, processes, workflows and other related aspects of the on-going client relationship with the involvement of several internal departments to support the growing business
Serves as liaison between the Client Service Department and the transfer agency to maximize client satisfaction and retention

GM Custody Client Services Supervisor Resume Examples & Samples

Fails Management
Pre-matching for clients if required
WIM/GSA exception management
Control
System testing for both current and developing programs and processes
Ensure end of day checklist is complete
Work with the HSS Global Custody teams, Clients, and Brokers to resolve trade related issues
Work with other departments to address and resolve issues/concerns
MI Generation
Internal trending for Cancel and Rebills, Ad hoc requests as received
Contribute to staff reviews, training, career development, and compensation decisions
Design/Implement supervisory framework designed to minimize risks/losses
Ensure departmental DIMS are current and fit for purpose
Independent decision making qualities, while being mindful of associated risks and engaging Manager/Senior Manager when necessary
Effectively manage multiple staffs /responsibilities and escalate where appropriate
Computer literacy, knowledge of Excel and Word, detailed oriented, good problem solver, should have good communication skills
Must have strong overall knowledge of Domestic markets, with expertise on Equity lifecycle
Must be proficient in Broadridge BPS and IMPACT
Minimum of 7-10 years experience in Securities client support, 2+ years management
Series 99 (or an equivalent license, e.g. Series 7) preferred

Manager, TLM & Hrms Client Services Resume Examples & Samples

Lead a national team of TLM and HRMS associates
Active floor leadership and one-on-one coaching 60 - 70% of the time
Provide leadership skills that support the organizational goals, values and mission by effective and frequent communication
Develops and implements policies and procedures that support client service and call monitoring operations
Designs and executes new methodologies and processes to increase quality, operational efficiencies and profit margins
Manage client SLAs to ensure metrics are achieved and fees at risk are minimized

Senior Client Services Asset Management Resume Examples & Samples

Provide a high level of support to the wholesale sales team
Handle client queries on product related queries/issues i.e. After-sales-service support
Build and maintain a good understanding of the investment manager’s products and their investment process
Prepare and update sales kits, presentation material and client reports
Coordinate client events such as fund launches, regular trainings and conferences
Work closely with sales and marketing to improve content of SG+HK website and marketing materials
Work with sales to complete RFP/RFIs for UBS Global AM funds
Coordinate new and amendment for DAS
Conduct due diligence exercise on new and existing clients
Coordinate and work with back-office to ensure smooth operation of orders placement and finance related issues
Strong Microsoft Office skills i.e. Microsoft Excel and Microsoft Powerpoint Superior attention to detail Display Initiative
Meticulous with high analytical skills
Team Player with strong interpersonal as well as verbal and written communication skills
5 years experiences in Asset management or related industries
Preferred degree/ diploma: Business/ Economics/ Finance

Client Services Resume Examples & Samples

5+ years of experience in a Client Service role
Bachelor's Degree in related field
Knowledge of EMTA, ISDA, NOVATIONS, NPV, and Master Confirm Agreements
Good knowledge of ISDA definitions
Solid Valuations background
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized

Assistant Manager Gtrf Client Services Resume Examples & Samples

GTRF Canada is undergoing re-organisation and re-engineering in order to gain efficiency, reduce transaction costs, improve service quality and in turn increase market share. This transformation involves the setting up of the Client Service function; a new, specialized team of dedicated service staff. By providing excellent customer service, the Client Service team will improve response times, enhance the customer experience and ensure that GTRF Canada meets its clients’ needs in the most efficient, professional and high-quality manner
At least 2-5 years of experience with Group and HSBC Canada GTRF/CMB products and services
Proven success and achievement in the past working experience where one has to handle multiple tasks independently

Corporate Client Services Agent Resume Examples & Samples

Desire to proactively identify sales opportunities, including cross-selling opportunities to other groups within BMO
Genuinely enjoy helping customers by having strong communication and listening skills to provide financial solutions that meet or exceed the customer's financial needs
Ability to navigate multiple computer systems to complete financial transactions, investigate customer inquiries while assisting customers
While fulfilling customer requests and documenting identified opportunities, review customer profile while engaging customer in needs-based conversations to identify potential credit card sales and referral opportunities
Interpret customer requirements and communicate solutions, while ensuring an excellent customer experience by communication with the internal team, and/or ensure and appropriately transfer to the responsible department when required
Build, enhance and protect customer relationships through listening, problem solving and recommending products, solutions and services based on customers' needs
Follow up on customer inquiries, and service requests; filing and strong attention to detail and accuracy of all documentation
Participate and make suggestions on process improvements that will improve the team and customer experience
Participate in performance conversations and follow-up on assigned coaching opportunities
Adhere to Bank Policies and Procedures for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation, identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering
Protect the Bank's assets and comply with all regulatory, legal and ethical requirements
Completion of high school education or 1-2 years equivalent work experience in providing service to customers
Have a flexible schedule designed to meet the customers' needs. The Customer Contact Centre is a 7-day/ 24-hour operation and schedules can include weekend or evening shifts and statutory holidays
Sunday to Saturday from 7am to midnight

Cib-head of Client Services & Implementation Management Resume Examples & Samples

Assumes primary responsibility for ongoing client satisfaction
Oversees implementations activities regarding local and international clients
Proactively partners with clients to ensure products and services performance exceed client expectations
Consults with clients to review impacts from planned systems or product changes
Serves as escalation resource for complex client concerns
Interfaces with complex clients & internal service partners to advocate client needs and solutions
Uses thorough product knowledge to resolve unique or challenging issues on an individual needs basis
Escalates issues when necessary. May act as a senior point of escalation for external and internal parties
Monitors daily performance against established metrics
Create and maintain client service calling plan, schedule and coordinate service reviews
Knows the client's business and internal workflows; identifies ways to streamline workflows to mitigate risk
Bachelor's degree. Preferred or equivalent (typically 6+ years of client service relationship management)
Ability to use strong analytical skills in order to make decisions which influence/impact business
Exercise independent judgment and creative problem-solving techniques
Knowledge of Cash Management International products with the ability to link to client expectations
People management and leadership
Strong experience on the local market and products available for large companies
Apply specific experiences and knowledge to the completion of assignments
Develop negotiation skills to manage relationships "across, up and down" internally and within the client organization
Extensive metric management and internal process control skills in order to help manage client relationships
Strategic behaviors to achieve operational efficiency
Verbal & Written communication in English

Supervisor, Client Services Resume Examples & Samples

Collaborate with the department manager to establish and manage team deliverables, ensuring that service level objectives are consistently met or exceeded
In the absence of the manager, resolve escalated issues that would normally be handled by the manager
Oversee training and development of new employees. Develop Client Relationship Associate’s skills, abilities and expertise to improve performance and support career progression
Direct daily activity of the team to complete assigned functions
Facilitate resolution of any problem that arises with an internal or external customer
Identify root cause of problems and solve promptly and effectively. Search for and initiate problem avoidance measures
Evaluates overall performance of team as well as individuals. Coaches and counsels team members both individually and together towards improved performance
Participates in interviewing and selection of new employees
Skilled at managing the culture and climate of the department through effective communication, standards – setting and leading by example
Identify areas of improvement within your team, collaborate with peers and management to implement change
Define complex problems, generate and implement creative yet sustainable solutions
Perform other duties and special projects as assigned
5-7 years client experience in retirement services
2 years management experience in retirement services is preferred
Comprehensive retirement knowledge required (Defined Benefit, Defined Contribution, 403b plans, etc.)
Demonstrated leadership experience and proven ability to make sound decisions
Demonstrated ability to grasp technical and complex concepts and explain these clearly to subordinates
Ability to interact effectively with senior management
Industry specific certification (ASPPA, CEBS, etc.) preferred
Experience with recordkeeping systems a plus

Unit Manager Senior Principal Client Services Resume Examples & Samples

Knowledge of principles and processes of business management
Ability to work independently and accurately
Problem Analysis/Decision Making

Principal Client Services Resume Examples & Samples

Bachelor’s degree required, Insurance degree a plus
GBA, PHR , CLU or equivalent certification required, CEBS preferred
Twelve or more years of insurance industry experience related to servicing accounts
Eight or more years of analytical work related to employee benefit programs preferred
Underwriting experience strongly preferred
Advanced knowledge of: (1) insurance products including all lines of employee benefits and Stop Loss insurance contracts, (2) bid preparation and analysis, and (3) problem claim resolution to specifically include the following
HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans; Life, Disability plans
Consumer-driven healthcare, wellness, disease management, and current trends
Regulatory environment of employee benefits plans
Strong expertise of PPACA required
Life (term, permanent, etc.), LTD, STD, and state-required disability plans
Ability to influence and negotiate
Ability to effectively partner with internal resources, including peer, senior and junior relationships to deliver maximum value to Willis clients
Computer skills which include proficiency with Microsoft Word, Excel and Power Point, as well as navigation within the Internet
Continually improves knowledge and skill proficiency
Takes responsibility

Principal Client Services M&a Resume Examples & Samples

Possesses in-depth knowledge of insurance products
Possesses and applies expert knowledge of Willis solutions
Expert knowledge of Willis Compliance (WEM)
Works independently, with minimal guidance
May supervise [Senior] Specialists and may have direct management over Assistant Specialists (Core Client Service Team)
Property and Casualty license required
Account management experience preferred
Knowledge of principles and methods involved in promoting and selling services
Verbal and written communication skills
Customer Service Skills
Presentation Skills
Organizational Skills

Client Services Engineer Resume Examples & Samples

Software installation and configuration
Strong knowledge of Unix/Linux administration
Knowledge of Network infrastructure systems
Experience developing basic, custom scripts using Python and Java
Experience working to a project delivery plan with status reporting
Flexibility to meet travel as required for some onsite deployments
The ability to adapt, contribute and succeed in a rapidly changing, early stage company environment

Principal Client Services Resume Examples & Samples

Experienced in middle-market to large account risk management
A comprehensive & broad network of active contacts
First-class interpersonal skills, including relationship building & maintenance
Self-motivated with the ability to work effectively as part of a team in a fast-paced, dynamic environment where superior time-management and prioritization skills are essential
Valid Broker license essential
Previous managerial or leadership experience in a client-facing mandate would be highly advantageous

Director, Client Services & Digital Strategy Resume Examples & Samples

A Bachelor’s Degree with a minimum of 5+ years Sales management experience, previous digital experience preferred
A strong understanding of digital media platforms
Highly-developed written and verbal presentational skills
High level of computer literacy with fluency in Microsoft Office
Creative, smart, passionate self-starter with a competitive and entrepreneurial spirit and team player approach

Client Services Technician Resume Examples & Samples

Provide phone coverage, walk-in, and desk side support
Provide technical support to end users including but not limited to password resets, account issues, and hardware/software troubleshooting and resolution
Deploy new and upgraded client equipment including but not limited to PCs, Macs, printers, mobile phones, tablets, and desk phones
Perform regular maintenance on PCs and printers to prevent problems from occurring, ensure integrity, maintain up-time and peak performance
Thoroughly log and document all issues and problems including resolution details
Work with other IT staff to deploy new or modified applications, hardware, network linkages, and peripherals
Maintain inventory of IT assets
Follow helpers to resolve commonly occurring issues
Route and escalate issues to other IT staff as necessary
Provide administrative support to the department
Provide night and weekend onsite and on call support as required
Associates degree in computer science or related field or equivalent experience
0-2 years supporting Windows and Mac desktop products
Microsoft, Apple, A+, or other technical certifications or training a plus
Experience working in an administrative support or customer service capacity preferred
Dedication to providing a supreme level of customer service to employees at all levels in the organization
Proven problem solving and analytical skills
Excellent organization and follow through skills
Ability to build and maintain good rapport with internal and external customers and handle situations with confidence, tact and resourcefulness
Flexible, adaptable with the ability to work under pressure to meet deadlines in a fast paced office environment
Strong sensory skills, such as good eyesight, good hearing, and dexterity
Ability to lift up to 60 pounds occasionally; 20 pounds frequently (PC/server setup and installation)

Senior Manager, Payroll Client Services Resume Examples & Samples

Identifying and implementing best practices consistently across client teams to improve reliability and scale
Building sustainable, differentiated capabilities through proven solutions, deep payroll knowledge and focused innovation
Ensure strong execution and accuracy with the delivery of annual filings and Issuance of T4's and other financial reconciliations
Ensuring the client payroll team's delivery of Aon Hewitt's Service Level Agreement (SLA) is Best in class; Providing input on client delivery model and payroll best practices
Providing expert analysis and recommendations to resolve Payroll issues and to design solutions
Identifying and implementing process improvement initiatives and the utilization of payroll resources
Managing the day to day and overall performance and the efficiency of the client payroll team
Collaborating with clients to develop and share payroll strategies for the next generation deployment; and
Overseeing the operational effectiveness through the implementation and management of appropriate controls that meet all legislative, control, compliance and audit requirements
Ability to manage customer expectations, deliver service and projects within scope and mitigate issues to ensure successful outcome
Strong business acumen, both verbally and written
Flexibility to support the ongoing client service delivery commitments and business needs outside of normal business hours
Ability to present and collaborate with clients, mid-level managers and C-suite level executives
In-depth knowledge of Canada and USA Payroll standards and procedures
Advanced knowledge of Federal and Provincial legislation
Advanced knowledge of managing payroll systems
Excellent accounting skills

Operations Specialist Otc Derivative Client Clearing Client Services Resume Examples & Samples

Ensure clients' billing is accurate
Understand and apply all controls to resolve all client breaks
Develop and maintain relationships with clients, and internal stakeholders
Ensure that Trialling offering is created for clients and reporting delivered
Escalate effectively to management in a timely manner

Senior Director Client Services & Strategy Linear TV Resume Examples & Samples

Lead, grow, and retain US-based Client Services organization, focused on agency, trading desk, and brand advertiser clients
Responsible for management, growth, and relationship-building across client roster with deep knowledge of buying practices, agency structures, and media strategy
Strong relationship-based strategic & Analytical skills with ability to identify client needs
Ownership of solutions-led RFP responses and new business pitches for major clients - grounded in insights and superior strategic sensibility
Ability to act as an expert on behalf of Adap.tv with senior executives at top tier ad agencies and big brands is required
Achieve quarterly revenue and profitability targets by client and in aggregate
Identify and help drive incremental revenue / growth opportunities stemming from existing business
Successfully articulate the Linear TV platform value proposition, as well as the broader technology footprint available with AOL Platforms
Partner with the Linear TV and broader AOL sales organizations to successfully co-manage large client relationships and platform engagements
Design operational plans, best practices, and organizational structure that can be scaled for global adoption – this regional organization must behave nationally
Define, standardize, and deliver service levels according to account priority and its value to the business
Assess client trends, feedback, and market movement; consolidate into recommendations for the Team TV Sales and Product leadership
Handle client escalations with grace and maturity, involving executive leadership as necessary and appropriate
Establish close working relationships with leadership in other departments, advocating our clients
Foster camaraderie across the organization, prioritizing a sense of team culture
Reports to SVP, Programmatic TV
10+ years experience in media strategy or planning role, with traditional and digital marketing experience required. Media agency experience strongly preferred. VP, ready to take next step in their career
Big picture thinker who also sweats the details
Must be problem-resolution oriented
Deep knowledge of TV advertising ecosystem, advertising technology, programmatic trends, digital video, as well as buying practices, agency structures, and media strategy
Comfortable leading technology discussions to produce technical product roadmaps, first-party data integrations, and audience-based buying strategies
Proven, reference-accompanying success in managing organizations of 10+ people with multiple management layers
Extensive experience managing executive client relationships and delivering exemplary client service while achieving revenue and profitability goals
Confident in leading client contract negotiations and proving the value of technology back to the client for successful contract renewals
Demonstrated operational skills yielding processes, systems, and organizations that work efficiently, reliably, and repeatedly
Do business with a sense of urgency and accountability; confident making quick decisions with the best information available
References will be expected from a direct report, a (former) manager, and a client

Cib-ts Client Services Resume Examples & Samples

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

Market Lead, Consulting Client Services Resume Examples & Samples

Provide leadership of Consulting Services portfolio in the assigned market, including accountability for financial targets and client satisfaction
Provide direct oversight and quality assurance for Project Managers delivering catalog-based technical and training services, representing $2-5M annually
Establish and maintain communication with client project leaders; serve as the first point of escalation for consulting engagements, internally and externally
Provide proactive assistance with engagement planning and quality assurance as hands-on member of delivery teams
Achieve target client satisfaction score on assigned projects
Identify and develop opportunities for follow-on services, including providing direct sales support where appropriate
Provide input to regular revenue forecasts for assigned market
Contribute to Blackboard Consulting’s project management methodology and other knowledge capital
Suggest new or revised service offerings based on observations in this position
Bachelor’s degree plus at least 8 years professional working experience
A minimum of 3 years direct people management experience including performance management, career planning and professional development planning
Demonstrated Success as a technology consulting or IT manager or senior manager supervising multiple simultaneous projects
Mastery of the project management lifecycle and its application to enterprise software implementation
Proven experience in leading diverse, virtual teams
Demonstrable success with management of software implementation projects in a billable/professional services context

Cib Operations Collateral Operations Middle Office Client Services Team Leader Bournemouth Associate Resume Examples & Samples

Oversight and Team leadership/Management of a Futures & Options Middle Office team
Ability to understand and implement complex client change requests within the Derivatives & F&O business
Accountability for accuracy of team output , ongoing efficiencies and process improvements
Lead and oversee operational changes, providing direction/support, accountability for successful implementation
Strong Partnership with the global team that are based in Delaware, Chicago, Mumbai & Singapore
Generating collateral statements and sending calls to clients for both standard and non-standard agreements. Timely follow up of all calls made by JPMorgan
Answering of incoming collateral calls sent by clients comparing them to JP Morgan's exposure
Agreeing on the amount and type of collateral to be moved
Agreement of coupons due on securities held as collateral
Timely resolution of incoming queries regarding a client’s portfolio. Escalation of issues
A deep knowledge of OTC Derivatives, Futures & Options and/or Fixed Income products
Knowledge of Collateral Management for OTC Derivatives, Futures & Options and Fixed Income products are an advantage
Microsoft Office – ability to analyze data effectively using excel with an ability to write and manipulate macros; PowerPoint, Word
ISDA and CSA awareness

Institutional Client Services & Transfer Agent Oversight Resume Examples & Samples

Responsible for day to day Operations management, escalation and resolution of issues, as well as longer term projects
Accountable for coordinating the resolution of all operations issues with both internal and external parties, particularly with the investment/trading teams, other MSIM support functions (e.g. sales and distribution, legal and compliance, product development, risk management), external institutional clients, and the outsourcing agent
Required to perform oversight of all internal and external deliverables and track the agent?s performance against the established Service Level Agreement for their strategies, addressing operational deficiencies where required
Serve as the point of escalation for all operational risk exposures, and lead discussions regarding new or enhanced operational requirements and deliverables. This will include the take-on, termination, and transition of new client or fund mandates
Assist with the production of client meeting materials, client questionnaires, and RFI/RFP responses, as required
Represent MSIM operations in senior capacity related to deliverables for internal audit, SAS70, SOX, cross-MSIM/divisional working committees
Examples of longer term projects might include a migration to a new system, to a new vendor, new Fund set up, new product launches, as well as internal projects such as risk control self-assessments or activity based costing analysis
Strong organizational skills and an orientation toward strict attention to detail
Demonstrated success working in a high volume, high intensity environment and an ability to get closure on issues promptly
Proven record of collaborating with colleagues across geographic and functional boundaries
Professional and decisive with outstanding business judgment
Strong managerial skills, including
Proven abilities in providing oversight and direction to employees
Proven abilities in developing staff through goal setting, clear and direct feedback, and performance development planning
Foster a culture of teamwork
Proficient computer skills, particularly with Microsoft Office
Satisfied investment and trading team
Controlled processes demonstrated by metrics and risk incidents
On time, to quality, delivery of projects and initiatives
A team who are growing as individuals
Remains current on regulatory and industry initiative
Ideal candidate will have at least 7 years experience in Investment Management Operations, or related experience
Bachelors Degree or equivalent (Finance, Management or Accounting preferred, but not required) and demonstrated, proven experience in Financial Services Operations or similar role
Knowledge of DST Transfer Agency System
Familiar with DTCC and their core Mutual Fund Services products: Fund/SERV, Networking, Comm/SERV, Mutual Fund Profile
Familiar with all intermediary types: Broker/dealers, Banks, Trust and Record Keepers
Knowledge of Mutual Fund intermediary fee contracts and payments (12b-1, Sub-TA, Shareholder servicing, Revenue share)
Knowledge of intermediary front and back office operations and how the two are linked
Ability to develop and maintain client relationships, both internally and externally
Ideal candidate will have at least 7 years? experience in Investment Management Operations, or related experience
Bachelor?s Degree or equivalent (Finance, Management or Accounting preferred, but not required) and demonstrated, proven experience in Financial Services Operations or similar role

Client Services Engineer Resume Examples & Samples

Provide Tier III/other support per request from various constituencies. Investigate and troubleshoot issues. Repair and recover from hardware or software failures. Coordinate and communicate with impacted constituencies. 24x7 availability for critical system issues and a scheduled oncall rotation
Administers endpoints, endpoint management systems, virtual infrastructures and servers (including Active Directory in a large environment, DNS, file/print servers, storage, domain controllers, production applications, VMware, Citrix). Participates in disaster recovery and business resumption exercises. Performs security administration, operational support, and backup/recovery for patch management, anti-malware, threat detection systems, user administration and other systems as needed
Perform capacity planning, ongoing performance tuning, hardware upgrades, and resource optimization as required. Configure servers and appliances as required
Maintain technical infrastructure that supports business line systems, to ensure functionality is maintained and/or improved
Research, recommend and implement innovative, transformational, and where possible, automated approaches for processes and system administration tasks. Identify approaches that leverage our resources and provide economies of scale
Install new / rebuild existing servers/workstations and configure hardware, peripherals, services, settings, directories, storage, etc. in accordance with standards and project/operational requirements
Develop and maintain installation and configuration procedures which may include: system diagrams, system overviews, knowledgebase entries, service level agreements, maintenance windows, and support contact information
Act as project manager and/or provide expert consultation on complex projects, being considered a top-level subject matter expert on technologies who relies on experience and expert judgment to accomplish project goals
Lead and/or participates in the evaluation, recommendation and engineering of new technologies for various project and operational needs
Coordinate, collaborate and communicate frequently with IT 3rd party service providers
Scripting (e.g. PowerShell, WinBatch)
Microsoft products such as SCCM, SQL, Exchange, SCOM, Windows 7/2003/2008/2012 Operating Systems
Citrix Presentation Services
Endpoint management and protection systems (such as Secunia CSI, McAfee EPO, Anti-virus, AppSense DesktopNow, SysTrack, endpoint encryption technologies, etc.)
Virtualization technologies (e.g. ESX VMware, Microsoft Hyper-V, App-V)

Bloomberg Financial Client Services & Sales Sao Paulo Resume Examples & Samples

Knowledge in Financial Markets
Strong interest in technology and software solutions
Customer Service skills and desire to pursue a career in Sales
Ability to start in JULY, 2015
PLEASE ATTACH ENGLISH & PORTUGUESE/SPANISH COPY OF YOUR RESUME

Gwim Operations Team Mgr-gwim Client Services Resume Examples & Samples

Provide leadership and career development to WFM staff
Responsible for monitoring the accuracy and timeliness of all workforce requests
Ensure proper coverage for workforce management hotline during business hours
Actively participate in new business implementations
Facilitate staff and resource meetings to communicate changes in business strategy, new business, changes in process and any events that may affect call volume and staffing
Professional Demeanor: Demonstrate patience, composure, and a client service attitude
Problem Solving and Decision-Making Skills: Think analytically, use good research skills, apply past experiences to problem resolution, develop multiple resolutions, know how and where to go to solve problems
The Merrill Lynch/Bank of America Principles
Planning, organizational, and scheduling skills
The importance of being detailed oriented
Microsoft Excel and Word

Prime Finance Middle Office Client Services Resume Examples & Samples

Regular communication with Clients and trading Desk, with focus on Client Service, covering all general Stock Borrow/Loan issues
Review cash / portfolio / collateral reconciliations and resolve discrepancies as appropriate, including pricing
Run daily exposure reports for a given set of Stock Lending Clients
Cover exposures with cash or non cash collateral movements and substitute collateral as requested
Calling in borrow returns to clients
Monitor settlements closely so able to project collateral requirements
Ensure client SSI’s are up to date
Daily contract compare with clients via Pirum / Equilend, preventing exposure and billing issues
Complex billing reconciliations for clients where differences have been identified
Management of client related settlement activity
Agree RQV amounts for 3party clients
Monitor collateral and substitutions prior to any corporate action record dates to ensure no financial loss to Citi
Understanding of life-cycle of trade processing for significant product types (Equity / Fixed Income)
Includes trade capture, P and L, settlements and reconciliations for the stock borrow loan product area
Understanding of the portfolio valuations and related collateral movements to manage exposure
Displays a well-developed ability to schedule work and understand relative priorities
Candidates who do not meet these criteria may be considered if equivalent aptitude can be demonstrated through professional experience
Ability to detail issues, in writing, in a clear, accurate and concise manner

Client Services Liaison Consultant Resume Examples & Samples

Progressive marketing and/or advertising experience
Business-to-business and business-to-consumer marketing experience
Prior Marketing Experience for a Fortune 500 company

Team Leader, Client Services Resume Examples & Samples

Day-to-day liaison with technology partners to address internal & external customer operational functionality including customer requests and system weaknesses
Client Front End System Support for GTF clients across North America - Agreement completion & initial set up; User training, inquiries and password resets; System troubleshooting; Tailored customer reporting for special clients
Data Stewardship & Documentation - Manage client, counterparty and correspondent bank profiles on GTFO database while ensuring that GTF & Correspondent Bank clients are properly identified and linked to the appropriate GTF Front Office Manager; Static data input and verification; Amendment control; Database maintenance; Verify & maintain Client Front End agreements & documentation
Provides daily service support for Global Trade Finance users in Canada & USA as well as other internal non-GTFO users including

Client Services Resume Examples & Samples

Minimum 4 years experience building mission-critical enterprise applications, with a proven delivery track record
Bachelor of Science in Computer Science or equivalent degree
Demonstrates exceptional analytical and problem-solving skills
Strong communication, organizational, and collaboration skills
Ability to follow complex design and development standards
Experience working in multi-time zone development team
Experience with Agile development
Experience building high volume systems with real-time performance and read and write capabilities
Deep understanding of Java, data structures, concurrency and multi-threading, run time VM, garbage collection, web-based request handling, servlets and filters in J2EE, and distributed architecture
Expert OO analysis and design skills
Experience developing with Oracle, Sybase or any other major RDBMS
Experience with real-time, event-driven systems and service-oriented architectures
Experience with enterprise messaging systems, including message queues and pub/sub

Administrative Assistant\client Services Assoc Resume Examples & Samples

Assist with office operations including answering phones, greeting clients and screening calls
Process account trades at direction of Financial Advisor
Process required paperwork for investment transactions; interact with broker-dealer
Collect appropriate documentation to set up new accounts
Input data into certain online financial planning tools or other order entry software
Client relations/Educate clients on services
Scheduling of meetings and appointments
Provide compliance and marketing support

Client Services Commercial Lines Resume Examples & Samples

Identifying products and services to support client needs
Creating, with the team, client strategy reports, proposals and other presentations
Identifying and executing account rounding and coverage enhancement opportunities
Providing risk management analysis by conducting claim and exposure analysis
Working closely with the team during the entire renewal process
Assisting with program plan design and best program option recommendations
Enforcing and monitoring compliance requirements
Assisting the production team with new business as assigned
Assisting in preparing proposal components including; analysis of: pricing, coverage terms and conditions, services, quote comparisons, financing, commentary and recommendation
Facilitating the delivery of binding documents to the client
Establishing and monitoring client service plans
Working with the team to promote best practices
Performing day to day service needs such as contract reviews, policy reviews, audit processing, etc
Experience in working with clients
Licenses required within 60 days of employment
Minimum of 5 years’ relevant experience working with middle market Commercial P & C accounts
Experience working on property and casualty programs that generate $15,000 to $100,000 in premium
Excellent communication and presentation skills including confidence and proficiency in public speaking
Demonstrates strong initiative and known for being proactive and able to think ‘out of the box&#8217
Ability to develop and maintain positive business relationships and serve effectively as a team player
Proficiency in Microsoft Office computer skills, particularly Excel and Word

Asset Management France Head of Client Services Resume Examples & Samples

Nearly 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
As trusted advisor to the sales managers and Country Head of France in all aspects; strategy, control, people and financial performance
Key point of contact for front office and support functions to help achieve business objectives
Help communicate the business strategy, performance and priorities. Partner with salesforce to support all facets of the Sales and Business development process
Proactively and on request provide strategic analysis and reporting to facilitate business progression
Help manage business risk by ensuring an effective control environment across the French franchise business
Ensure the business is in compliance with LOB and corporate-wide objectives and policies
Build effective relationships and work closely with Business Managers of all EMEA and US off-shore sales offices
The role includes management of a small team of Sales support / Client services staff located in Paris in respect of day to day activity
Oversight for monthly performance reporting, incl. revenue and market data analysis
Preparation of periodic and ad hoc business performance presentations/reviews
Maintenance of the deal pipeline, incl. forecasting exercises and reporting
Management of client coverage lists and client reference data across all systems
Provide assistance to front office with the client on-boarding process (i.e. Sponsorship, AML/KYC)
Key Point of contact for ensuring business adherence to deal controls
Work with sales managers and Country Head of France to organize client and business events
Events tracking and budget oversight. T&E expense review and exception approval
Headcount analysis and reporting
Partner with technology to support sales managers and Country Head of France in best practice usage of CRM and KYC/AML tools
Contribution to the EMEA/Global BM agenda (priorities, projects, events)
Represent Asset Management and the wider Asset Management business in all location governance forums ensuring all relevant groups are connected to location agenda items
Legal agreement BAU coordination
Monitoring and participation to projects
Vendors coordination (BPSS; Camgestion)
Degree level, professional qualifications an advantage
Strong organizational and time management skills; flexibility, ability to prioritize requests and multi-task
Enthusiastic, self motivated and effective under pressure
Strong analytical and numeric skills, excellent attention to detail
Strong communication, influencing and relationship building skills
Ability to work well individually and partner effectively
Pro-active and problem solving mindset with ability to identify, clearly present and implement solutions
Disciplined approach to managing processes and controls with a view to improvement
Understanding of Asset Management products
Experience in team management including all aspects of day to day planning and oversight and staff performance reviews

Cib Operations Middle Office Client Services Team Leader Bournemouth Associate Resume Examples & Samples

Oversight and Team leadership/Management of a Derivatives Margin team
Ability to understand and implement complex client change requests within the Derivatives business
Drive the Operations business transformation agenda
Strong awareness of Industry change impacting the Derivatives Environment. I.e. EMIR, Dodd Frank, Margin rules
Proactive management of operational risk, recognition of gaps and development of solutions
Capacity management across own team both within location and across locations as required, to include crisis management, acting as an escalation point for production issues across locations
Liaising with all internal stakeholders to ensure controlled and timely deliveries are met on a daily basis
Understand and ensure compliance with all control and regulatory requirements
Identify process improvements and efficiency opportunities in daily workflow
To proactively identify any recurring issues and fix accordingly
Building and sustaining, strong working relationships with internal lines of business and the external client base
SOX/SSAE-16 Awareness. Oversee all Audit liaison and prioritize accordingly
Ensuring that all escalations are investigated and resolved in a timely manner
Strong Partnership with the global team that are based in Delaware, & Singapore
High level of customer interaction
Follow up on any counterparty fails
Reconciliation and dispute resolution with regards to large disputes or credit sensitive customers
Month end tasks including the agreement of interest on any cash collateral held/delivered
A deep knowledge of OTC Derivatives and/or Fixed Income products
Knowledge of Collateral Management for OTC Derivatives and Fixed Income products an advantage
Microsoft Office – ability to analyze data effectively using excel with an ability to write and manipulate macros; Powerpoint, Word

Cash Management Commercial Card Client Services Resume Examples & Samples

Identify resolution path for client if unable to resolve client inquiry/issue (e.g. request assistance from another support area, document issue for review by product management, etc.) following departmental policies and procedures; set client expectations for resolution timeframe; ensure follow-up to meet client expectations; keep client up-to-date on status as necessary
Vocational/Technical Training preferred
Associate’s Degree preferred Required Experience

Operations Specialist Help Desk Client Services Resume Examples & Samples

Ability to work well in a team environment
Candidates should possess excellent verbal and communication skills
Software including Microsoft Office, Internet Explorer, Thomson One & Beta, Equest, and Stifel's internal programs for Stifel's branch offices and clientsfamiliar with a PC
Experience with current Stifel applications and/or Thomson One/Beta a plus

Asset Management Client Services Support Analyst Analyst Resume Examples & Samples

Managing small project initiatives across the department, whether these be regulatory, stem from business strategy, or form part of a larger programme. These initiatives will usually be client impacting
Co-ordination of departmental wide activities
Ensuring that there are tools in place across the department to monitor key controls and provide management MI
Delivering effective analysis to facilitate decision making, including identifying options and where appropriate making recommendations
Ensuring there is adequate project documentation and sign off, detailing key decisions and rationale
Identifying project issues and risks and documenting/escalating effectively
Participating in working group meetings
Documenting processes and procedures
Aid in the production of necessary presentations, reporting and material to support the team
Communicating with internal parties
Preparing client communication where necessary
Partner with the wider Funds COO team and support areas to deliver a positive experience for our clients

Ftc Technology Client Services Mocc Agent Resume Examples & Samples

Ability to work independently, analyze problems, and make decisions with minimal management intervention
Proactively involve key technology infrastructure teams when necessary
Ability to anticipate potential obstacles and develop contingency plans to overcome them
Awareness of new and existing technologies, architectures, and best practice
Ability to manage multiple issues simultaneously in high pressure environment where change is commonplace
Ability to diligently follow standards and best practices
Shift work flexibility

Technology Client Services Osd Agent Resume Examples & Samples

Planning and organization - given the dynamic nature of the environment the candidate will need to be able to track the status of and complete multiple tasks simultaneously while working in parallel with the other Technology teams
Effective communication skills - The position will require the candidate to be in direct contact with end users from many areas on a daily basis and the corresponding support teams. Must be responsive and be able to efficiently document all working tasks and outstanding issues
Teamwork - The position is the one most visible to the end users for their technical support; the candidate must be willing to help other teammates and to work together as a team to accomplish the daily responsibilities

Technology Client Services Developer Resume Examples & Samples

You will be designing, developing and maintaining applications for the voice communication platforms such as IP-PBX, Voice Mail, Voice Recording and Audio Conferencing systems
Interface with the global team members to define product roadmaps, gather requirements and perform engineering/design reviews
Strong analytical and quantitative skills
Be able to create and articulate design/implementation options and tradeoffs to peers, tech leads, and management
Ability to quickly ramp-up on new/emerging technologies as required

Mortgage IT Client Services Technician Resume Examples & Samples

Escalates MITO Service Desk tickets to appropriate second and third level support groups in a timely manner
Tracks and monitors MITO Service Desk tickets to ensure a timely resolution
Basic troubleshooting of operating systems, computer hardware, applications (software and peripherals, etc.)
Supports IT equipment moves and schedules repairs, conference calls and Live Meeting requests

Client Services Program Manager, Smb Resume Examples & Samples

Identify the needs of our customers and gather customer feedback to deliver exceptional service. Match this against quantitative data and industry research to build programs that drive impact across the North America market
Develop a high-performing program through a combination of metric measurement and optimization. This will include working in partnership with our service delivery manager to ensure quality and focusing on training and processes that will increase customer satisfaction and service program adoption
Provide strategic insights from the program to inform and influence the key product stakeholder
Track operational metrics and identify process improvements to delivering successfully on strategic projects

Client Aligned Operations Specialist Securities Client Services Resume Examples & Samples

The candidate will be of high calibre with either a Securities, Trade Support or Middle Office background and relevant prior experience
Excellent Client service skills are essential as key face-off to Top-Tier Clients, Prime Brokerage Account Management and Cross Product Client Relationship Managers within a commercial and highly regulated environment. Commit to a culture of continuous improvement centred on client service
Face to face attendance at client operational review meetings will be required along with coordination of feedback to relevant line and management teams. A proven ability to build, maintain and enhance relationships at all levels including interacting effectively with key support areas is also crucial
Implement top down Client Strategy for Securities; including approach to Industry Surveys (ZYEN, ISF, Global Custodian) and functional client agenda linked to objectives within the priorities for Flow Operations
Produce and analyse client MI to monitor internal performance and client satisfaction for onward distribution. Highlight process inefficiencies and ensure adherence to client SLA’s and requirements. Understand current state of client MI requirements across products and steer improvements and approach

Technology Technology Infrastructure Client Services Crs Team Lead Resume Examples & Samples

To handle Customer’s query or problem over phone
Proactive and logical thinking in resolving problems
Windows Desktop and Server Operating system
Windows Active Directory
Possess at least a basic concept knowledge of Citrix/VM Ware/Virtualization, expertise would be added advantage
Good understanding of English and good communication skills is must
Should have customer handling skills
Flexibility to work on 24*7 shifts
Preferably exposure to multiculture environment

Client Services Principal Resume Examples & Samples

MS Excel
MS Access
SQL
BA7 (preferred)

Asia Pacific Institutional Client Services & Business Platform Resume Examples & Samples

University graduate in Business, Finance and/or related discipline or demonstrate a basic understanding of financial markets and investment products
Solid Client Service experience from Financial Institutions, with fund management background is highly preferred
Excellent interpersonal skills with client service mind set and able to maintain good clients and internal relationships
Ability to work independently and meet strict deadlines
Great attention to details, able to demonstrate maturity and confidence to work under pressure
Excellent communication skills in both spoken and written English, Cantonese and Mandarin
Proficiency in MS Office; knowledge of Chinese word processing would be an advantage
Other qualifications: HK Securities Institute Paper 1 or readiness to take the exam

Associate Prime Brokerage Client Services Night Shift Resume Examples & Samples

Responding to emails received from internal Morgan Stanley Client Service Representatives (CSR), clients fund administrators on exceptions in portfolio, transaction processing, reporting inquires, analysis of corporate action deals, P&L variances etc
Making adjustments to client portfolios on the Morgan Stanley Portfolio Accounting (MSPA) system to account for discrepancies between client portfolio and custody statements (MS and hearsay brokers) per mail requests
Analyzing client portfolios and responding to inquiries of various financial products like equities, bonds, options, futures, Repo, CDS, swaps, OTC derivatives
Review of cash flows and P/L for swaps, CDS, Repo and other OTC products. Identify the discrepancies and take action to fix the issue
Researching of various corporate action deals affecting client portfolios and ensuring that they are accounted as per the terms of the events and also paid correctly on Custody per the client elections
Validate dividend and interest accruals in clients portfolio to ensure that the same is accrued and paid correctly
Communicating with CSR over telephone to understand client issues and helping them explain to clients the resolution options with preferred selections
The team also provides other services to the Hedge Fund clients in the areas of due diligence, ad-hoc projects in analysis of data, loading data and testing portfolio for new clients, etc
Graduation in Finance (B. Com/ M. Com) with good academic record
Good analytical skills to work on capital market products
Ability to anticipate and provide solutions to accounting, reporting inquiries and operational problems
Fluency in English and excellent articulation skills to present own views while dealing with various Morgan Stanley groups in India and overseas
Ability to work well in teams and manage relationships with global colleagues
Aptitude to work on multiple proprietary systems/ applications
Ability to work efficiently on MS Excel spreadsheets
Enthusiasm to volunteer for planning, organizing and participating in events held by the department and firm

Technology Technology Infrastructure Client Services E Mail Engineer Resume Examples & Samples

WindowsXP, Windows 2003, Windows7 and Office 2010
Active Directory MS Exchange server concepts
MS ESM, PF DAV admin, Exmerge
General knowledge of Citrix
Training / developer background experience helpful
Information Technology Support/L2-L3 experience
Minimum 3 years relevant experience
Tactful and diplomatic in dealing with users/clients/customers; good listener
Ability and expertise to effectively do root cause analysis, and work in conjunction with engineering to provide solutions, as well as work with external vendors while tackling issues
A broad understanding of MS Exchange concepts (2003, 2007 and 2010) and Office Communicator/Lync support is an added advantage
Extensive knowledge in Microsoft Outlook 2003 and 2007, and a thorough understanding of integration with Exchange 2003 / 2007 servers
3+ years of support experience in managing exchange objects in Active Directory, hands on experiencing in creation and troubleshooting issues related to Mailbox, Distribution Lists, Public Folders, mail delivery and performance issues
Comprehensive knowledge of tools to troubleshoot MS exchange related issues
Self motivated / Positive attitude
Ownership and accountability
Ability to think “outside of the box” and be solution driven

Client Services Principal Practice Leadership Defined Benefits Resume Examples & Samples

Strong SQL and Excel skills required
MS Word and Project skills required
Six Sigma or PMP certifications preferred
Ability to demonstrate strong analytical skills

CIC Client Services Intelligence Coordinator Resume Examples & Samples

Support development and documentation of the client Interaction model with CIC clients
Bachelor degree or equivalent work experience
2+ years working in a similar job function
Experience working in the financial services industry and/or government/military/intelligence communities
Ability to effectively communicate with technical and non-technical audiences and to all levels of senior management
Strong written and verbal communication and presentation skills
Ability to create effective cross-functional and cross-business teams
Vendor management experience preferred but not required
Strong project management and critical thinking skills
Above-average Microsoft Excel and Access skills

Asset Management Asia Pacific Institutional Client Services & Business Platform Business Platform Manager VP Resume Examples & Samples

5 to 7 years of financial service experience with exposure to one or more of the various Asset Management businesses and/or product areas
Proficiency in project management, financial analysis, or other quantitative analysis
Ability to work independently and manage multiple projects across business areas to achieve results
Strong critical thinking skills – i.e. ability to analyze, synthesize and interpret data, etc
Able to build relationships and work across a wide range of stakeholders and management levels, including executive management
Excellent communication skills – i.e. ability to deliver messages clearly and succinctly and tailor approach depending on target audience (internal and external clients)
Proactive with high level of attention to detail; able to quickly shift priorities based on business needs
Able to use discretion and demonstrate sound judgment when working with highly confidential information
Team-oriented and collaborative in approach to work
Expertise in Excel and PowerPoint – e.g. extensive data manipulation/management and the creation and editing of presentations

Account Manager, Enterprise Client Services Resume Examples & Samples

Account-Level Service Management (Proactive)
Individuals in this position should have a minimum of 10 years’ experience in the fields of IT/telecommunications, with no less than 5 years of management experience. The experience, to be relevant, should demonstrate an exposure to enterprise environments, including
Customer Relationship Management skills
Related experiences that would provide a beneficial background include aspects of resource, financial and service management. Examples of such experience are
Experience in Enterprise Customer Relationship Management through

Client Services Administrative Assistant Resume Examples & Samples

Manage clerical, administrative, and business details, including calls, meetings and travel; complete and process expense reports
Manage a complex calendar effectively to maximize the team’s time in accordance with department priorities
Coordinate and prepare materials for meetings, calls, conferences and travel
Compose correspondence and memos in a professional manner
Answer a multi-line telephone and give appropriate information to callers or route calls to appropriate party while demonstrating professional telephone etiquette
Monitor Investor Relations and Fund email inboxes daily; forward correspondence to designated teams
Update and maintain Customer Relationship Management (CRM) databases and SalesForce; create customized reports as necessary
Update and maintain catalog of marketing materials; coordinate with corporate marketing as necessary
Maintain and organize confidential documentation and files
Lead efforts to continually improve administrative processes and procedures within the team; collaborate with administrative group to ensure full administrative coverage
Minimum of 2 years of professional experience working in an administrative capacity, preferably within financial services
Proficient in Microsoft Word, PowerPoint, Excel and Outlook
Ability to thrive in a high-pressure environment and work independently on projects while multi-tasking and prioritize time sensitive work
Highly organized, detail oriented and reliable
Excellent oral and written communication skills; comfortable interacting with executives, professionals and clients
Creative thinker with the ability to suggest improvements
Proactive approach with demonstrated, sound judgment
Experience in Workday and Visio is a plus

Technology Technology Infrastructure Client Services Osd Agent Resume Examples & Samples

2+ years working experience supporting the financial industry
Thorough knowledge of desktop hardware, telecom and Blackberry
Teamwork - The position is the one most visible to the end users for their technical support. The candidate must be willing to help other teammates and to work together as a team to accomplish the daily responsibilities
Flexible schedule - As necessary, must be available to work extended days and possibly weekends

Technology Technology Infrastructure Client Services Exchange & Perimeter Engineer Resume Examples & Samples

The Ideal candidate will have 5+ years of systems integration or engineering E-mail platforms in medium to large enterprises
Technical: This person will be responsible for designing and engineering global Exchange, Perimeter, SMTP backbone and next E-mail messaging system for the firm; this requires strong technical knowledge of E-mail protocols (Exchange and SMTP), security, Active Directory and Networking
Project Management: in an enterprise infrastructure oriented environment and ability to drive complex projects
Expert knowledge of Exchange 2007 and 2010, with knowledge of Exchange 2013
Strong knowledge of SMTP, related protocol/services, working knowledge of Unix/Linux. Working knowledge of critical aspects of an enterprise messaging environment (e.g. TLS, Active Directory, DNS, etc)
Working networking knowledge, e.g. DHCP, TCP/IP, WINS, subnetting, firewalls
Working knowledge of E-mail security – Anti-Malware, SPAM and Phishing defenses
Working knowledge of E-mail authentication - SPF, SenderID, DKIM, DMARC
Experience with one or all of the following products: Proofpoint, SendMail, Postfix
Strong Knowledge of Windows Operating Systems (2008/2012) and storage platforms
Preferred but not mandatory: Experience with Exchange 2013 and/or Cloud E-mail solutions (i.e. Office 365, GoogleApps, etc.)
B.S., B.E in Computer Science, Information Systems or similar is preferred
Communication: The person will need good verbal and written communication skills. He/she needs to show past experience in utilizing various influencing skills
Strong interpersonal skills: Ability to present to management, internal client audiences or professional peers, and ability to work independently on problem solving and investigation

Client Services, Summer Intern Analyst Resume Examples & Samples

Under the guidance of the Internship Coordinator, work directly with the Client Operations team leads on client deliverables and special projects
Gain knowledge of client portfolios and the investments within these portfolios
Assist with other duties and special projects (including RFP preparation and track record) as needed
0-1 plus years of work experience in an accounting/financial industry setting preferred
Working towards a college degree (B.A., B.S. or B.B.A.)
Must be detail oriented and organized and possess good analytical skills

Technology Technology Infrastructure Client Services Crs Team Lead Resume Examples & Samples

Candidate should have sound technical knowledge, troubleshooting skills and support experience on following
Widows Desktop and Server Operating system
Should have at least basic concept knowledge of Citrix/VM Ware/Virtualization, expertise would be added advantage
Flexibility to work on 24/7 shifts

Technology Technology Infrastructure Client Services Ces Team Lead Resume Examples & Samples

At least one year experience on the above
Ability to react quickly to client needs
Ability to work well with a global team
Proficiency in Cisco/Avaya/Nortel programming
Experience in a Provisioning team is preferred

Technology Technology Infrastructure Client Services Developer Resume Examples & Samples

Manage the software development life cycles for the applications
As part of the profile you will primarily be working on the following systems, but not limited to
Experience in data modeling and developing database interfacing applications
Experience in developing middleware applications
Familiarity with communication and messaging protocols such as SIP, H.322 and XMPP

Technology Technology Infrastructure Client Services Voice Engineer Resume Examples & Samples

Testing and evaluating voice communication products to ensure that they meet the firm’s feature and infrastructure requirements. The products will cover Carrier products, Session Boarder Controllers, IP-PBX, Voice Mail, Call Center, IVR, Voice Recording and Audio Conferencing systems
Innovate new features and functionalities and certify products
Design deployment architectures, upgrade procedures and monitoring procedures for the voice platforms
Interface with the global team, vendors and consumers to gather requirements and define product roadmaps and strategies
Interface with the broader voice team to perform engineering and design reviews
Manage the product lifecycles of the voice platforms
Provide escalation support for troubleshooting critical issues on the voice platforms
Thorough understanding of the voice communication concepts and protocols
Ability to clearly document deployment designs, configuration best practices and the related management and support procedure

Client Services Supervisor Resume Examples & Samples

Client account opening - ensure all documentation is received in good order and that we are compliant with all the necessary AML regulations
Review and sign off all client dealing and general maintenance on the client accounts
Cash management; bank reconciliation and cash management
Quality service provision and speedy resolution of client issues and requests
Regular quality client reporting
Unit Reconciliations
Regulatory and control reporting
Systems testing and Implementation
Contribute to the team goals and ensure targets are met
Working with other departments internally to ensure the smooth running of all day to day tasks
Be aware of the regulatory and legal implications for a fund of this type
Previous experience in a client servicing role ideally with exposure to an international and/or institutional environment
Knowledge of the financial and mutual fund industry
Experience managing fund related projects
Experience of working with and resolving issues
Proven ability to communicate and work with all levels of personnel
Ability to think through issues and see things to resolution
Good people management experience
Computer literate (especially Excel, also Word and PowerPoint)

VP, Head of Client Services Resume Examples & Samples

Bachelor's degree from an accredited college/university required; Masters degree a plus
15 + years experience in an account services position in an advertising agency or corporate marketing position leading integrated online and offline advertising projects
5+ years experience directly managing and developing a staff of Account Executives or equivalent
Well versed with traditional and modern advertising methods with creative instinct
Experience servicing Fortune 500 brands
Demonstrated leadership ability in overseeing departments, driving change and innovation, establishing operational procedures and processes, and assessing talent
Possess clear, concise, and engaging written, verbal and presentation skills
Financial services experience preferred

Principal Client Services Resume Examples & Samples

Possess a College Degree with a minimum of 20 years’ relevant experience
Experience with managing large middle market and large complex business
Excellent communication and presentation skills
Pro-active
Possess initiative and ability to think ‘out of the box&#8217
Proficient and confident in public speaking
Ability to develop and maintain positive business relationships
Demonstrate strong knowledge of Insurance industry
Solid computer skills, particularly Excel and Word

Technology Technology Infrastructure Client Services E Business Agent Resume Examples & Samples

Technical platform support, access and entitlement administration, and client training for various client web platforms, desktop, and mobile applications such as: Private Wealth Management client web, Electronic Trading proprietary and consortium applications, Goldman 360 Portal research and analytics
Interact with external clients via incoming and outgoing telephone and email (and sometimes face-to-face)
Coordinate seamless client coverage between Asia, EMEA, and US teams
Identify automation opportunities and facilitate inclusion in the application development work queue
Broad financial industry knowledge and experience required

Client Services Director, Digital Marketing Resume Examples & Samples

60% Leadership position in ideating and creating, sales collateral, proactive sales decks for our largest clients, RFP responses and other key materials for our leading sales team
20% Collaboration with key internal stakeholders to present Meredith’s best face across all of our brands to our advertiser partners
Proven track-record in ideating and creating large scale digital advertising programs
Maximum proficiency with PowerPoint, Excel; familiarity with PhotoShop a plus

Associate Director, Client Services Resume Examples & Samples

Candidate should be team-focused with a desire to collaborate effectively
Understanding/experience in luxury retail organization and understanding of Chanel culture and retail organization
High degree of professionalism in communication, attitude and teamwork with customers, peers, and management team
Excellent presentation and facilitation skills
Ability to handle multiple tasks and meet tight deadlines concurrently is needed
Accuracy and attention to detail needed
Managerial courage and high degree of ethics
Ability to work evening and weekend hours and adjust to changing schedules a must
Proficiency in computer skills, including using spread sheets (e.g. Microsoft Excel), text processing (e.g., Microsoft Word), and email (e.g. Lotus Notes)

Client Services Principal Resume Examples & Samples

Resolve system issues
Work with client to determine scope of new projects being requested
DB Pension knowledge
DC savings knowledge
SQL, MS Excel, MS Access and DB7, required

Health & Welfare Client Services Senior Analyst Resume Examples & Samples

Serve as key support role for Service Delivery Manager regarding communication with clients for issues, escalations, global inquiries, trend analysis, ad-hoc reporting, special projects, and change requests
Research and Analysis skills - Ability to provide detailed Root Cause analysis and responses to client escalations Root cause analysis should include identification of impacted parties, identification of impact, why the event happened, how the immediate issue is resolved, and steps to prevent future occurrences
Preparation of reports for client status meetings, including all weekly, monthly, and quarterly business reviews
Maintains close collaboration with internal partners regarding ongoing delivery and change work
Create, update, and maintain inventory of functional client documentation
Ability to scope and manage special project work
Eligibility Calculation analysis and requirements
Prioritize work where appropriate and manage to deadlines
Health & Welfare subject matter expert, minimum six (6) years’ experience, with experience in the following areas

Aladdin Client Services Manager, Associate Resume Examples & Samples

This role combines day-to-day oversight of a client team with the development of the regular incoming analyst class. Additionally, the role will have a significant focus identifying and driving strategic activities that will improve the client experience
Manage a team of Analysts who serve as the primary support contacts for all Aladdin tools, analytics and workflows for a specific Aladdin client base
Oversee day-to-day resolution of client inquiries, ensuring accurate and timely Reponses and acting as a point of escalation for clients, and the related Relationship Management (RM) and Client Analytic (CAG) Along with RM and CAG, take ownership and responsibility for your clients’ satisfaction within the Aladdin Business
Champion client experience by tracking and working with the team to address any recurring issues through training, one-on-one coaching and broader fixed
Train analysts with regards to client interaction and our protocols
Ensure the team is operating with scale and efficiency, continuously identify areas of process and workflow improvement
Participate as a member of the Client Services management team, working to ensure that we promote best practices and a consistent analyst experience
Serve as a point of escalation across the Aladdin Business within your areas of expertise
Manage the transition of Analytic content into the Client Services role
Strong knowledge in financial analytics and trading/operations and its applications in the investment and risk management process
Experienced in client management – ideally within in a Financial services or technology driven business
Desire to be part of a client servicing business
Previous experience developing client relationships including overseeing day-to-day resolution of client inquiries and on boarding issues
Excellent organisational skills and ability to multi-task in a fast-paced environment
Excellent written and oral communication
Interest in talent development, growing and mentoring junior talent
Previous experience in Business Strategy and or Strategy Consulting
Holds an MBA or equivalent - ideally in Finance & Strategy or similar
An undergraduate degree in Business Finance, Management or Human Resources would be most relevant
Advanced technical skills, including a working knowledge of Bloomberg, Data stream or Fact Set would be desirable

Principal Client Services Columbus Resume Examples & Samples

Possesses and applies in-depth knowledge of [Total Reward] strategies
Possesses and applies expert knowledge of claims resolution
Nature of work requires limited supervision; receives guidance only on unusual complex problems or issues
Possesses the ability to influence and negotiate
Relationships, both internal and external, are most often strategic
Relationship driven
Client-Facing role
BA/BS degree required
Competency in Microsoft Word, Excel and PowerPoint
Insurance License required
Industry designations preferred
Strong client service/relationship skills
Management and leadership skills
Advanced presentation skills
Excellent verbal and written communication skills

ETD Client Services Group Resume Examples & Samples

Daily management in the form of client margin calls, resolution of trade breaks, FX trade facilitation, interest calculation, collateral, deliveries and administration duties around the ETD product etc
Provide strong support to the trade management as well as execution and clearing sales teams with their marketing efforts to existing and potential new clients. Identifies potential revenue opportunities for both the bank and ETD through client penetration of existing clients, establishing and leveraging on a front to back and cross product network to the benefit of ETD and its clients
Develop senior external client relationships through performance reviews, regular meetings, client visits including education and training
Challenge the status quo and identify process improvements within the team and represent CSG in cross-functional ETD discussions & promote the client service ethic across ETD APAC operations
Looks for cost saving opportunities and improved ways of servicing client needs: Measure client profitability and cost to service, highlighting exceptional client processes and the associated costs
Participate in ad-hoc client or regulatory related projects involving User Acceptance Testing, stakeholder management, etc
Demonstrate a strong knowledge of ETD, the product and the industry and be confident and able to educate clients on market practice and exchange regulations
Must have a very professional approach and possess a good understanding of front to back processes
Have strong presentation skills, demonstrating a comfort in dealing with colleagues and clients
Ability to influence ETD projects from a client perspective and participate in project based User Acceptance Testing (UAT)
Committed team player with good interpersonal communication skills

Client Services Resume Examples & Samples

Responsibility for the Project Management of the groups new business implementations & conversions
Effective client relationship management through a comprehensive understanding of the client's business needs and expectations
Positively contributes to the client relationship through an open and constructive approach
Work with them to ensure the operating model is clearly defined and is suited to meeting the client's needs
Ensure delivery of high quality and timely output by maintaining and monitoring project plans, issues logs, meeting minutes etc, identifying issues and ensuring they are resolved

Senior Client Services Trust Analyst Resume Examples & Samples

Execute delivery of cash and investment transactions, corporate action events, covenant monitoring, annual account reviews fee billing and others
Review tasks performed by Client Services Trust Analysts and evaluate accuracy and appropriateness taking into consideration governing document, policies and procedures and approve, reject or amend as necessary
Each employee must be aware of the Operational Risk scenario associated with the role and acts in a manner that takes account of operational risk considerations
Each employee must ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
Minimum of 5 years of experience in Corporate Trust

Gtrf Client Services Manager Resume Examples & Samples

Global Trade & Receivables Finance (GTRF) is a core business for HSBC. The traditional finance of trade cycles and the information contained therein relies heavily on the professional expertise of GTRF Services and on technology. The ability of Services teams to process transactions efficiently and accurately has long been seen as a differentiator in the market
GTRF Client Services is a client facing unit within GTRF Services who
Take full ownership of clients’ transactional needs and coordinate between clients, Transaction Services, Business Development, GSD (where applicable), CMB, GBM & other internal/ external units for transaction fulfilment and management of service performance, initiatives and issues
Advise clients on trade transactional practices & products
Interact with clients (and clients’ customers, applicable to RF) to collect payments & apply risk controls
Encourage client adoption of self-serve solutions to enable proactive service
Understand clients’ transactional routines, build relationships & identifies potential increases in
Revenue flows for Business Development to explore
Monitor client experience, client feedback & service quality
The function is governed by the Global Head of GTRF Client Services (reporting to Global Head of GTRF Services) who sets global standards and oversees consistent service quality
A challenge for the jobholder is to balance the need for local flexibility to cater for market practices with the overarching need for global consistency. Solutions must recognize local/Group legal and compliance issues as well as banking practices, regulatory considerations and the HSBC’s own evolving products/ services/ solutions capabilities
The jobholder manages a team of CS Analysts and Associates, and will participate with GTRF, CMB and GB&M teams throughout the Group to achieve the objectives of the role. The jobholder has the flexibility and scope to draw on wide experience and to initiate and execute activities that contribute measurable benefits for GTRF
Ability to use strong judgemental skills to identify and resolve problems whilst maintaining service
Performance budgets, time scales and quality of output

Client Services Director Resume Examples & Samples

In partnership with other sales team members, strategically drive new consulting services business to targeted accounts within your sales territory
Meet and exceed sales goals as assigned
As a trusted advisor, build in-depth knowledge of clients’ business priorities, challenges and initiatives that can be translated into VMware opportunities
Manage direct relationships with customer representatives for all key accounts
Manage the proposal and work order process for assigned accounts & territory
Lead services opportunity plans and campaigns in 3-5 key accounts per quarter
Provide weekly sales forecasts and management reports by staying abreast of status/details for each campaign and opportunity

Client Services Team Lead Resume Examples & Samples

Work with VP, Client Services andSupport to manage off hour support and projects (i.e. moves, projects,emergencies, etc.)
Provide technical guidance for thedesktop team
Manage hardware inventory forlocation and provide monthly reports
Monitor and maintain problemstatus/resolution information in ServiceNow
Undergraduate degree in computer science or related field and/or equivalent work experience
Minimum two (2) years IT manager and supervisor experience working in large corporate environment
MS Office Suite – Office 2003 and Forward (Word, Excel, PowerPoint, Outlook) for both MAC and PC
Active Directory Management
Basic Networking (TCIP, LAN/WAN, Network Topology as it relates to desktop support)
Mobile Devices Operating systems to include Apple iOS, Microsoft Windows Phone and Android
Excellent communication and leadership skills

Client Services Procurement Professional With English Turkish Resume Examples & Samples

Negotiate terms and conditions with suppliers
Coordinate and project manage the efforts of other procurement professionals in order to define and implement the best solution
At least 1 year experience in Communication and Contract Negotiations
Turkish: Fluent

Team Leader, Banking Client Services Resume Examples & Samples

Responsible for performance management process and staffing decisions. Provides technical expertise to other bankers in all of the day to day operations of a banking office. Coordinates and participates in training presentations regarding area's products and services with clients and partners in-house and/or on-site, and conducts on-job training with staff
Services clients on full-range of products/services. Provides back-up as needed on all jobs/functions within area of responsibility and for manager
Monitors Units compliance with internal auditing requirements. Monitors sales and servicing activities, if applicable, according to overall Division objectives. Monitors and verifies account set up, maintenance and service for accuracy and completeness. Reports on all errors, incidents, and sensitive issues to management on a regular basis
Keeps abreast of laws and regulations that affect compliance issues and personal banking products and services
Assumes selective administrative assignments; participates and directs project oriented tasks, as directed by unit manager. Act as Security Liaison
3 years of operations or related experience with minimum of 5 years client servicing or related experience
3 – 5 years management experience

Assistant Client Services Manager Resume Examples & Samples

Support the Client Service Managers in their role as the liaison between the LOB and GBDS on all aspects affecting the service(s) provided to the LOB client. This includes, but is not limited to, Planning, Output, Quality, and Delivery
Develop and maintain a complete understanding of the client’s products and operations so as to fully appreciate service level requirements and additional value added opportunities
Participate in regularly scheduled staff meetings
Analyzes client disputes and offers solutions that fit both client and company needs
Organizational skills

NA TTS Cash Corporate & Public Sector Client Services Head-svp Resume Examples & Samples

Bachelors degree or equivalent experience (MBA preferred)
8 years of management experience and 5 years’ experience in service or operational process management
Working knowledge and experience across a broad base of corporate cash management product offerings
Strong leadership capabilities
Excellent interpersonal and superior verbal & written communication skills
Ability to effectively support a wide-range of internal clients (product, sales, client delivery, technology, compliance, legal) and external Corporate and Public Sector clients
Strong background in people management to effectively set and manage performance objectives, goals, target productivity and service quality expectations as well as lead annual compensation review process with recommendations to Group Function Head
Experience with identification of control deficiencies with strong illustration of implementing appropriate procedures to mitigate any customer service risk, revenue leakages or operational losses in addition to ensuring department meets all audit and control requirements
Project management of multiple high priority visible projects: Appropriately leverage and allocate necessary resources to ensure all projects within the department are on target, on budget and being managed effectively
Proven track-record in the identification of process improvements, as well as service or operational technology enhancements while managing vendor relationships, both from a strategic management and decision making perspective
Travel will be required

Cib-investor Services Americas Client Services Team-associate Resume Examples & Samples

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

Cib-investor Services Americas Client Services Team-VP Resume Examples & Samples

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

Client Services Principal Resume Examples & Samples

Bachelor's degree required, Master’s degree preferred
7-10 years of Defined Benefit Experience required in the Implementation or OperationsAdministrative area
Excellent written and oral communication skills are required
Regulatory and compliance background relevant to defined benefit plans required

Team Leader, Banking Client Services Resume Examples & Samples

Provides input for the performance management process and staffing decisions. Provides technical expertise to other bankers in all of the day to day operations of a banking office. Coordinates and participates in training presentations regarding area's products and services with clients and partners in-house and/or on-site, and conducts on-job training with staff
Serves as the liaison between the client and the production areas to communicate/clarify account and service activities
Cross sells bank wide products and services to clients by expanding the personal banking
Maintains unit's compliance with federal regulatory and CRA issues
Reviews loan documentation to ensure compliance with federal regulations and bank
Assumes selective administrative assignments; participates and directs project oriented tasks, as directed by unit manager

100

Head of Client Services Resume Examples & Samples

Define and execute Canada’s GTRF CS strategy and operating model, aligned with the global GTRF CS target operating model
Drive adoption of global initiatives and practices for GTRF CS across Canada that enable globally consistent yet locally competitive, segmented service experience for clients (and the clients’ customers, applicable to RF), Premium and Standard, and develop and manage internal capabilities required to effectively deliver these propositions
Work with Heads of GTRF Services Managers across sites to deliver globally connected service experience that is aligned with the GTRF Services target operating model
Lead the country development and execution of a high quality client-centric service culture that delivers superior post-sales support to mainly CMB and GBM clients across the range of GTRF products in Canada
Manage the CS function within the operating budgets for the country and track performance of CS teams across Canada against Performance Scorecards and Dashboards
Ensure strategic alignment with Global and Country imperatives
Participate in projects relating to new products/ propositions/ solutions/ procedures with inputs from client angle, and providing leadership where applicable
Solid knowledge of Core Trade, Guarantees, Supply Chain and/or Receivables Finance
Ability to lead and motivate other managers and staff, employing appropriate management styles to
Achieve objectives
Ability to use strong judgmental skills to identify and resolve problems whilst maintaining service
Performance budgets, time scales and quality of output
University degree supporting Financial Services, Business Operation, Process service or equivalent
Experience in a related field
Knowledge of HSBC’s organization structure, business products/ solutions particularly GTRF
And eChannels, operations and systems/processes is desirable
Excellent interpersonal skills, including verbal and written communication skills (in English and local
Language) as well as negotiating and influencing
Minimum 5-10 years experience in leadership, strategic implementation and/or operational management of client service and/or sales functions
Demonstrated ability to multitask and work independently, as well as work collaboratively with other local/ regional/ global team
Ability to manage in a crisis; making good and timely decisions in tough situations

101

Senior Manager Asset Management Client Services Resume Examples & Samples

Role will also be responsible to develop Investment Associates to seek opportunities for cross sell with clients and effectively partner with sales and distribution team to enhance and grow revenue
Consistently displays a balanced, cross-functional perspective, liaising with the rest of the business to improve efficiency, effectiveness and productivity
Participate in developing the department(s) budget and manages the expenses
Provide leadership and development of Investment Associates to enhance investment knowledge and skills to research, analyse, and resolve complex client inquiries
May handle inquiries from sophisticated client situations offering support and resolution with the objective to develop the Investment Associate level
Operates independently with the ability to collaborate with internal and external clients to grow business through team; has expertise of investment products; services; and capabilities to manage and lead team in working with complex clients and products

102

Client Services Support Agent Resume Examples & Samples

Preparation and distribution of structural and ad-hoc reports within set deadlines
Gather, review and store the information required for these reports
Analyse/interpret structural and ad-hoc reporting to identify inefficiencies, inaccuracies, and reporting gaps
Gaps or issues identified within the Business Unit controls
Errors or potential errors/near-misses
Other risk issues (including non-responses to queries, manual process intervention)
Ability to work well within a team environment required
Experience of working with all Microsoft Office Products and good knowledge of databases
Graduate with good mathematical/statistical skills
Minimum educational standard Five GCSE’s to include Mathematics and English
Work Quality/Attention to Detail
Job Proficiency and able to develop/learn new tasks
Able to communicate effectively internally/externally
Initiative / sense of urgency
PC and numeric skills

103

Citi Commercial Bank Head of Client Services & Support Resume Examples & Samples

Transform service and liability operations organization into a single, integrated well administered delivery team, to include service, client research, and fraud identification/resolution. Manage the overall vision of how we drive client experience, the strategic roadmap to deliver that vision as well as lead the organizational change, expense and capacity management
Re-engineer operational processes that will drive a commercial centric client experience while improving overall efficiencies across either Consumer or Institutional client platforms
Collaborate with Senior Leaders across Consumer, Commercial, and Institutional Banking to ensure consistent alignment of the service and operations organization across the bank and countries to best serve our clients
Sponsor and champion client experience enhancements and investment opportunities for innovation, identified through targeted initiatives generated by client, employee, industry and non-industry insights including the implementation of new technology based service tools
Ensure team is working within the highest ethical standards by staying up to date on all local and internal compliance, control, and operational regulations. Manage and own the audit and regulatory requirements for the team
Instill a culture focused on client experience, client retention, and client protection. A purely service driven relationship that will create a competitively differentiating and externally recognized service experience
Attract, retain and develop a high-performing team ensuring career and leadership development
Serve as a client advocate to ensure that client's interest are kept top of mind throughout execution of initiatives, process improvements while maintaining Citi's values and interests

104

Bloomberg Financial Client Services & Sales Resume Examples & Samples

Bachelors Degree required. Enrolled on Post-Graduation or MBA programs preferred
Fluency in English, Portuguese and Spanish is required; any additional foreign language is a plus
Ability to start in March 2016

105

Executive Director, Digital Client Services Resume Examples & Samples

50% Manage Client Services team in day to day response to RFPs; development of media plans and presentations in line with strategic marketing goals
25% Take a leadership role to resolve issues & coordinate efforts between other cross-functional teams as necessary (implementation of new products and custom elements). Position interfaces with Sales, Marketing, Engineering, Creative, HTML and Site Operations departments and is the “mission control” of the department
20% Work with senior digital team to strategize on workflow efficiency, product development & future digital trends. Communicate & implement changes as necessary
5% Provide Client Services team with training & opportunities for career growth
8-10 years of marketing, sales and/or digital account management experience. Project management experience a plus

106

Client Services Principal Resume Examples & Samples

Position requires deep knowledge of HW eligibility system configuration and process/methodology to make changes to system for ongoing maintenance
Ability to represent project status and details to client and internal Xerox teams is required
HW eligibility system configuration
Testing domain expertise
HW domain experience and expertise
Experience working with clients and delivery at senior level
8 years of experience required

107

Manager, Marketing Client Services Resume Examples & Samples

Build and manage a B2B client services organization
Maintain a deep and broad understanding of the market (e.g., customers, prospects and key trends)
Manage a team of digital account managers and digital optimizers who help monitor and report on digital campaigns
Work with the national and key accounts sales team and manager to help ensure that the revenue goals for digital key accounts are surpassed each quarter
Ensure overall accurate delivery of mobile and desktop ad impressions across our collection of web sites and third-party platforms
Oversee digital reporting, standardizing when needed for timely distribution and easy to read layout
Coordinate audit process and monitor implementation of campaigns from key account teams who use utilize our DMS solutions through Gannett Local
Monitor campaign performance by overseeing the optimization process and procedures, implementing standards and best practices when needed
Train team on the latest updates on existing and new ad-delivery and traffic monitoring systems including Dart, AdMarvel, Apt, Omniture and others
Stay abreast of changes and trends in the digital marketing industry, identifies best practices, and determines how to apply them to address client business needs

108

Client Services Manager Ctbh Resume Examples & Samples

Work as part of a cohesive account team inclusive of Carrier Account Managers, pre and post sale technical teams and billing liaisons
Establish solid customer relationships; acting as customer communicator, advocate and understand all facets of customer’s business
Manage complex customer concerns and escalations
Able to effectively solve problems independently and creatively
Act as facilitator between account team members and maintains ownership of all customer issues
Participate in strategic business planning sessions with account team members and/or customers
Attend customer meetings with account team members
Deliver monthly, quarterly, semi-annual and/or annual health checks in coordination with Carrier Account Manager
Prepare and present quarterly, semi-annual and/or annual business reviews
Ability to establish multiple, internal working relationships within various levels of the organization and can act as steering committee to solve problems
Responsible for understanding of and is accountable for customers revenue base, inclusive of churn
Responsible for overall growth of Carrier revenue base
Partners with Carrier Account Manager to understand business opportunities
Responsible for maintenance and preparation of customer inventories
Assist with quoting, orders, order management, installations, disconnects and overall management of sales processRequired Qualifications
Possesses excellent communication skills – verbal and writing
Possesses effective leadership skills and qualities
Versed in coordinating and running meetings with various, cross-functional groups
Proven track record of building strong, working relationships with Carrier customers
Comfortable escalating within various levels of the organization
Self directed with the ability to handle simultaneous tasks while working efficiently, effectively and is an independent thinker
Organized, influencer who is action oriented
Experience in the telecommunications industry preferred
Flexible if and when last minute customer meetings are necessaryEducation and Experience
Bachelor's degree (B.A. or B.S.) from four-year college or university; or equivalent training, education and experience.Supervisory/Managerial Responsibilities
No Supervisory responsibilities with this position.Travel Requirements
Travel 15-25%We are proud to offer a robust benefits package including medical, dental, vision, pension, a matched 401(k) plan, tuition reimbursement, and discounted services for employees who reside in a Time Warner Cable service area. Qualified candidates should apply online at www.timewarnercable.com

109

Client Services Academy Team Manager Resume Examples & Samples

Working closely with peers to ensure sufficient resources are allocated to deliver a comprehensive Client Services induction programme and team integration activities for all Client Services inductees
Engage, motivate, support and develop a team of new starters during their Induction / probation period, ensuring work is completed to service levels and standards according to documented procedures and regulations
Conduct regular performance reviews and support the development of team members through effective development plans, ensuring high performance is recognised and under performance is addressed
Continually develop an open culture within the department providing clear objectives, facilitating regular constructive and developmental feedback and openly communicate knowledge and information to peers, teams and the rest of the department
Work alongside and manage a team of Client Services Coaches to identify development needs of teams and individuals within Client Services to achieve success in all aspects of their role
Personally contribute to the strategic planning process for the department
Lead, support and work with peers to deliver significant business improvement initiatives within Client Services and across the business as required
Previous experience of managing in a contact centre environment within the Financial Services industry is desirable
Previous experience of coaching and working in a supportive environment
Excellent level of product, process and system knowledge is preferable
Sound knowledge of HR best practice, including a basic knowledge of employment law
Training and coaching methodology
Proficient in the use of Microsoft applications
Knowledge of UK Financial Services regulatory framework
An intuitive balance of “Results” and “People” focus
Ability to communicate concisely and clearly, formally and informally, verbally and in written form
Excellent interpersonal skills using tact and diplomacy to build and maintain professional and productive relationships with different audiences
Remains positive, productive and open minded during periods of uncertainty, change and ambiguity
Works effectively as part of a team but also willing to act independently in appropriate situations
Proven ability to work under pressure to a consistently high level of accuracy and deliver high quality results
Exceptional planning and organisational skills enabling all deadlines to be met
Desire and ability to work with and interpret data, make recommendations and take action
Decision maker with strong influencing skills to get buy-in of key stakeholders
Ability to adapt and re-prioritise own workload quickly to support wider team priorities and business/ regulatory changes
Relevant qualifications in Learning and Development and / or coaching desirable
Preferably hold the IOC or must be prepared to obtain this within thirty months
Preferably educated to Degree standard or equivalent combination of education and work experience

110

Analyst, Client Services Resume Examples & Samples

Manage ad-hoc and routine client administrative requests, including tax requests, transfers, mailing preference updates, recurring report distribution, add-on contribution requests, redemption requests, name change requests, cash flow history requests, etc
Liaise with the relevant person/team to provide timely responses to client inquiries, as necessary
Assist with the setup of on-site client meetings, including preparing the meeting notices and relevant material
Process complex client account and contact information changes in Salesforce and other internal systems
Prepare and process regular and ad-hoc client communications, including preparing, conducing QA and sending email communications related to reporting and partner activity
Create and maintain distribution lists to facilitate client and prospective client communications
Assist with the oversight of the redemption and contribution tracker system
Review, track and maintain sensitive documents; follow up to obtain information and approvals related to tax solicitations as necessary
Assist with operational enhancements within the team; and
Support the Client Services and Marketing Representatives with client requests and meetings when required
Superior organizational skills with strong attention-to-detail
Self-starter with a proven ability to take initiative
Strong work ethic and the ability to quickly build credibility and gain confidence of others; and
Team-oriented with strong integrity and professionalism
Minimum 2 years relevant experience, preferably in financial services
Strong working knowledge of Microsoft Office and CRM system such as Salesforce
Highly resourceful; ability to exercise superior judgment regarding investor requests
Ability to interact with internal and external clients; and

111

Client Services Development Manager, Dach Resume Examples & Samples

German and English Speaking (Mandatory) other languages would be beneficial
Proven track record of Service and solution selling, with a demonstrable performance of robust and accurate forecasting versus quota
Typically requires BSc/BA or equivalent
Experience in selling professional services, consulting services, custom solutions
Trained and experienced in strategic executive conversations
Demonstrated ability to succeed in a highly matrix environment
Experience with solutions sales in a high tech environment
In-depth knowledge and experience in sales of video and audio technology
Experienced with influencing and key contributor. Strategic Account Planning, Consultative Sales
Experience in leading cross-functional projects required
Demonstrated ability to understand and interact with senior level customer management (Director, VP, CXO)
Ability to craft comprehensive service solutions and to articulate business benefits of those solutions
Expert verbal and written communication, including executive-level formal and informal presentation skills, is required
Local language & English/other languages helpful
Winning attitude

112

VP, Client Services Resume Examples & Samples

Assess and ensure appropriate levels of staffing and support for clients across a global, 24/7 Client Services team
Engage key clients frequently in order to develop relationships, assess needs, and solicit feedback
Develop and implement ongoing strategic improvements to the efficiency and quality of service for customers
Lead professional development initiatives for Client Services team
Develop and improve best practices in support of customers including employee and client onboarding, reporting, service metrics, and capability assessments
Work with internal Operations teams to appropriately prioritize strategic client initiatives
Provide “voice of the client” and strategic feedback for direction of the XLS business
Minimum of ten (10) years of experience in a professional services or legal support/services leadership position · Strong organizational and project management skills, ability to quickly understand and effectively prioritize client needs* · Deep understanding of eDiscovery and the litigation support industry · High energy, client-focused approach* · Polished and professional interpersonal communication and customer service skills**

113

Client Services Reconciliations Controls Analyst Resume Examples & Samples

Draws on excellent knowledge of the financial services industry, transaction processing and company policy
Prepare and process general ledger entries to resolve variances on financial reporting across intercompany and product accounts
Strong understanding of financial services industry practices, products and services. Demonstrates an excellent understanding of TIAA-CREF organizational structure, procedures, policies and business functions
Involved in a variety of functions or processes within an operations unit in analyzing, interpreting and applying transaction processing rules of greater complexity
Promotes the adoption of a controls and compliance culture through training and consulting activities
Excellent skills developing and using spreadsheets, databases, OMNI, PowerImage, Recordkeeping and financial reporting software
Involved in a variety of aspects of advanced complexity in planning and performing tests to ensure the accuracy of the posting of transactions, processing controls, operations processes, and performing monitoring, research, remediation and reporting
Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors
Serves as SME in operations functions, communicating complex transaction, process, information and business rule concepts to management, peers, staff and others
Provides expert guidance to the management and staff of the assigned functions within the business unit or process in the design and functioning of controls and/or the interpretation of business rules and application of transaction processing standards
Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Interprets data and reviews with business partners and functional leaders
Develops and monitors remediation plans. Focus is communicating data
3+ years of experience in Accounting/Finance/Controls/Mutual Fund operations or Financial Services
Strong working knowledge of Excel and PeopleSoft
Must be very detail oriented, organized, accurate and proficient at dealing with complex sets of data
Bachelor’s Degree in business or accounting
Working knowledge of the TIAA-CREF business unit structure and products a plus
Working knowledge of OMNI and related systems preferred

114

Account Manager, Digital Client Services Resume Examples & Samples

Responsible for staying up to date on all campaign and Sales related updates such as: Media Kit, Marketing and Sales Packages, and Product or Site Enhancements
Minimum 1 year of account management experienceWell organized and Detail-oriented
Functional understanding of HTML, Flash, databases, and other web technologies desirable
Applicant should be proficient in working in all advertising related ad serving and ad management tools, including but not limited to: DoubleClick, FreeWheel, Adjuster, and Adometry
Experience managing the development of custom advertising products preferredSelf-motivated, able to look at data and provide insight related to revenue recognition

115

Account Manager Digital Client Services Resume Examples & Samples

Responsible for the coordination of media running on the ESPN digital, video and mobile platformsProject manages media and advertising revenue with various groups within the organization: Sales, Sales Marketing, Inventory, Planning, Ad Production, DTDI, Ad Services, Revenue Operations, and Site Production
Responsible for processing advertising contracts and coordinating deal points with Asset Management and the Ad Services teams
Ensures that best practices are followed and that all campaign related issues are resolved efficiently

116

Tax Operations Client Services Section Manager Resume Examples & Samples

Managing a team of people for day-to-day operations together with end to end performance planning,
Exposure to a number of departments within Citi: Income; Corporate Actions; Corporate Tax and Tax Product
Wide-ranging skill development in terms of custody operations processes
Opportunity to gain an extensive knowledge of tax processing procedures in a number of markets globally
Good organisational skills, ability to work under pressure and prioritise within tight deadlines
Ability to work effectively in situations requiring analytical, interpretive, and problem solving techniques
Strong influencing and negotiation skills; ability to build and maintain effective networks and relationships
Knowledge of Tax processes

117

Private Bank-client Services Administrative Assistant Resume Examples & Samples

Monitoring phone calls within the team and making sure there is coverage at all times
Managing daily mail and DHLs
Managing staff on-boarding & off-boarding logistics
Providing general support including photocopying, booking meeting rooms, stationery re-ordering, typing, filing, mail, etc
You will be expected to work as part of a larger administrative group in the Montbrillant Business Centre. This includes covering for other assistants when absent
Administrative assistant experience supporting a senior level manager, and experience with a top-tier asset manager or bank required
Ability to adapt procedures, processes and techniques to the completion of assignments
Demonstrate sound judgment and discretion in handling confidentiality and sensitive topics
College degree is preferred
Fluent English is a must, French, German or Spanish good to have

118

Client Services Director Resume Examples & Samples

Setting appropriate goals, expectations and behavior that are shared and understood by all team members
Motivating, coaching and enabling all team members to do their best at all times
Manage to the highest standards of professionalism and customer service
Manage resource on an ongoing basis with the wider account teams and in conjunction with the Scientific Services Director
Review each direct report’s performance in accordance with HR timetable and agreeing upon objectives for each according to the company’s Performance Review Program
Hold a Learning and Development meeting to determine training initiatives and career development plans for each team member
Assist in the development and participate in the delivery of appropriate training courses for Medical Communications staff

119

Account Manager, Digital Client Services Resume Examples & Samples

Works closely with both Sales and Clients to support all aspects of the digital advertising campaigns
Is proficient in working in all advertising related ad serving and ad management tools, including but not limited to: DoubleClick, FreeWheel, Adjuster, and Adometry
Minimum 1 year of account management experience

120

Client Services Supervisor Resume Examples & Samples

Communicate and interact with customers and vendors to resolve problems, while maintaining high levels of customer satisfaction. Intercede when appropriate to assist with issues
Responsible for ensuring staff receives timely updates on process, policies, and business initiatives. This includes, but is not limited to, creating communicating and maintaining staff meetings, agendas, meeting minutes and operational reference tools
Ability to work with a variety of levels within the organization
Strong Customer service skills
Global understanding and view of business (understands keys to how WRC makes money and obtains and retains customers)
Previous work experience in a financial institution and/or the leasing industry
Previous supervisory/management experience

121

Trust Client Services Supervisor Resume Examples & Samples

Provide supervisory direction and developmental guidance for the individuals that comprise the Client Services department. This includes meeting with each associate on a regular basis to maintain an understanding of the functions on their desk, setting and measuring expectations, providing guidance and training as unique or escalated situations arise and ensuring all work is performed within required guidelines
Provide input and assistance with all process and system enhancements that impact Client Services. Attend all enhancement meetings and formulate suggestions for implementation and training. Work with the PCIS Support Project Coordinator and Resource Coordinators to manage procedural updates and training
Provide necessary day-to-day assistance to all Personal Trust, Retirement Plan Services, Corporate Trust and Investment departments. Proactively communicate with the business line regarding errors or delays in processing
Ensure adequate staffing of the Client Services department and have provisions in place to provide necessary cross training for backups at all times. Guarantee that separation of duties is in place where necessary and that work is processed in a timely and consistent manner by each individual and their backup(s)
Oversee account opening, maintenance and closing processes. Ensure that adequate policies, procedures and training are provided in order to ensure accuracy and regulatory compliance
Provide supervisory oversight of ILIT Administration as it relates to the review of insurance policies, Crummy letters, premium payments and vendor management of the ILIT system. Ensure that adequate policies, procedures and training are provided
Provide supervisory oversight of Free Receipts & Deliveries. Ensure that adequate policies, procedures and training are provided as it relates to security setup & transfer, cost basis requirements and tax implications
Collaborate with internal Audit and Compliance to provide all necessary material to meet audit requirements. Review processes and procedures within the Client Services department on a regular basis to ensure that they are up-to-date and in alignment with regulatory and business line requirements
Oversee the processing and distribution of business line reporting as well as other centralized business line tasks such as bill pay, retention letter distribution, asset restrictions, address changes, cost basis adjustments and BSA oversight
Oversee the fee processing team. Ensure that adequate policies, procedures and training are provided as it relates to fee setup, processing & removal, fee exceptions, balancing of fees, and revenue reporting
Manage system templates and feeds; perform periodic reviews to ensure data integrity. Review and approve processing and exception reports
2-4 Years Financial Industry (Trust) and Supervisory Experience Required
4-7 Years Financial Industry (Trust) and Supervisory Experience Preferred

122

Ocps Cpl-client Services Principal Resume Examples & Samples

May perform one or more of the following: Analyzes, plans and implements process improvement (such as Six Sigma initiative) needs
Produces new process improvement techniques and services
Develops metrics that provide data for process management and indicators for future improvement opportunities
Measures performance against process requirements, aligning improvement projects to close performance shortfalls
All other duties as assigned
Manages multiple demands and competing priorities with minimal direct supervision
Executes and owns complex research initiatives and the analysis and resolution of technical issues and requirements changes
Ability to work with internal and external parties to obtain information needed to set priorities, plan projects, and define scope
Minimum of 5 years of related experience in Health & Welfare administration
Previous BA7 experience preferred
Project Management experience preferred
Working knowledge of SQL, relational databases and benefit administration systems preferred
MS Office Suite
MS Project preferred
SQL experience preferred
Client Management skills
Functional HW expertise

123

Director of Facilities Client Services Resume Examples & Samples

Execute sales, retention, and base growth support processes to ensure accountability and consistency across the enterprise
Develop and maintain account-specific action plans to introduce additional value-added facility services to existing clients
Identify growth opportunities and collaborate with sales, client retention operations leadership to develop and close opportunities
Partner with existing operations teams to identify and introduce value-added service opportunities and with ARAMARK's Engineering Solutions group to access specialized technical resources
Partner and collaborate with the new business development team to develop and propose new business opportunities
Share in the responsibility with operating teams to meet revenue targets
Ensure that sales proposals are concise, aligned with client needs, and deliver added value
Support proposal development, drafting and editing efforts
Develop collateral materials and reference lists in support of proposal efforts
Gather and analyze data that will drive account-specific marketing strategy
Stay abreast of broader trends in education and facilities industries and leverage that information for competitive and new business gains
Serve as a liaison to field teams in the communication of best practices regarding base business growth opportunities
Ensure that facilities and technical credibility is demonstrated and represented with key client interactions to establish and maintain positive client perspectives in major new sales, base growth opportunities, and account retention efforts
Actively partner with operations, sales, retention, and base business growth teams for major facilities retention or growth opportunities
For smaller retention or growth opportunities, appropriately support regional OpX team to ensure alignment of all facilities solutions and programs with our client’s strategic goals
Develop and execute standard costing models for core service models to be deployed throughout the regional operating and OpX teams
In collaboration with the sales team conduct and complete prospective client line of service feasibility studies and reports
Perform onsite facility line of service surveys in collaboration with the sales and operations teams
Conduct, analyze and review costing models for key new and existing business proposals and financial proformas
Conduct and provide benchmark analysis studies relative to appropriate key metrics to identify financial and operational opportunities
Develop and submit customized line of service organizational and operational models
The most successful Sales Support Leader for this opportunity will have prior experience in

124

Manager, Marketing Client Services Resume Examples & Samples

Manage a team of digital account managers with a focus on building customer relationships, retaining clients and upselling when possible
Work with the sales teams and directors to help ensure that the revenue goals are surpassed each quarter
Ensure overall accurate ordering all print, digital, DMS and ancillary products
Oversee performance reporting, standardizing when needed for timely distribution and easy to read layout
Lead AM team through problem solving and help troubleshoot issues along with any new initiatives or product updates
Act as go-to for other departments for all AM-related questions

125

Business Banking Client Services Resume Examples & Samples

Be a primary point of contact for Business Banking customers on all queries and complex service requests - from account opening to general administration such as setting up of standing orders, account transfers, transaction queries etc
Vigorously manage all service and product fulfilment requests received from the portfolio of Business customers
Maintain effective and proactive liaison with customers regarding service or fulfilment requests received and proactively advocate the service as a direct point of contact for clients for all routine service requests
Capable of taking ownership for key-'high value' clients including complex cases within specialised team
Take ownership of urgent service related matters and support Senior/Business Relationship Managers in the prompt and effective resolution of same

126

Senior Administrator Client Services Resume Examples & Samples

Preparation of minutes and resolutions and general legal documents such as powers of attorney submissions and registry filings
Preparation of proxies for attendance at investee company shareholder meetings
Assisting with the preparation and timely submission of regulatory documentation
Set up of new clients and maintenance of investor details on core systems
Collating and reviewing AML documentation for sign off by compliance
Assisting with the filing of documents at the JFSC
Assisting with the opening of bank accounts, broker accounts and other arrangements for custody of fund assets
Understanding of how funds operate (however, training will be given)
Ability to review and interpret various legal documentation relating to fund structures (with training)
Ability to work on rotational tasks with minimal supervision

127

Senior Technician, Client Services & Support Resume Examples & Samples

Provide onsite support for the Santa Monica office and remote locations
Responsible for the resolution of incident services calls and requests
Install, configure, and support all hardware and software in the environment
Ability to develop a strong understanding of customers business needs and apply solutions
Periodically assist with special projects, involving active directory and integration with other systems
Documents issues and opportunities for improvement
Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action
Experience working in an on-site support role, hardware deployment/configuration and access admin role at an enterprise level
Strong communication and customer-service skills, including phone, email and onsite support
Strong problem solving. reporting and analytical skills
Experience working with business re-engineering processes and the technology industry
Extensive experience with LANDesk or similar application packaging and deployment tools
Extensive experience with desktop deployment methodology and image management/releases
Experience working with Service Now or similar Ticketing system
A fundamental understanding of the ITIL business process

128

Client Services Director Resume Examples & Samples

Proven track-record in program development through collaboration with several teams to drive projects from inception to successful delivery
Proven capacity to juggle multiple priorities, meet deadlines and thrive in a fast-paced environment
Excellent writing, verbal and leadership skills
Maximum proficiency with PowerPoint, Excel; familiarity with PhotoShop a plus
Ability to understand and quickly apply new technologies (ie. Social, Mobile, Video, Apps)

129

Client Services Senior Administrator Resume Examples & Samples

Accurate and timely reporting of KPI's to the entire Alternative Investment Services Client base
Production of Reports for Fund Board of Directors meeting
Coordinating EMEA reports and materials relating to Client Satisfaction, Client Visits and Service Level Descriptions
Assisting the client services team in organising client visits and producing client presentations
Providing support to the client services team
Managing the client and fund static data housed in Dashboard
Working closely with the North American and APAC client services teams to ensure a consist global model is maintained with regards to Dashboard
Working with Dashboard Team to create automated solutions for the creation of MIS reporting
Maintaining a good working relationship with Relationship Managers and Client Service Officers in EMEA
Management Information System (MIS) Reporting - production of MIS reporting and liaising with all operational areas to ensure reporting deadlines are consistently achieved
Dashboard Support and Administration - maintaining the static fund data on dashboard, in addition to setting up new funds for existing clients and working closely with the US team to ensure all new dashboard developments are communicated and actioned in EMEA
Supporting the Client Services Manager in preparing reporting and meeting materials for board and client meeting
Bachelor’s Degree required or relevant business experience
Ability to cope with multiple priorities and coordinate the efforts of others in order to bring a process to closure
Ability to work effectively in a team and to tight deadlines, as well as being self-motivated, confident to work on their own initiative and be proactive
Excellent interpersonal skills, ability to communicate effectively, both verbally and in written form as the candidate will be interacting with many internal teams - Fund Accounting, Custody, TA, Financial Reporting, Relationship Management, in order to ensure all tasks are delivered in an accurate and timely manner
The applicant must have a competent level of skill with Microsoft Office
A working knowledge of Microsoft Visio and Microsoft Project would be an advantage

130

Senior Executive Support, Client Services Resume Examples & Samples

Consultations with executives, technical analysts and solutions development
Ability to prioritize and manage deliverables in high profile, time sensitive / high pressure situations while maintaining professionalism
Monitors end to end delivery of services, and proactively communicates issues to executive customers, and providing alternate solutions as required
Coordinate and communicate support problems across multiple vendors and suppliers for key executive impacting issues
Ensures escalation of service issues are handled appropriately
Maintains a detailed understanding of the Client Services portfolio of services and establishes strong relationships with all areas of IT service delivery
Implements and manages continuous improvement activities to better enable solutions for executive customers
Assist DTSS Client Services architects and engineers in strategy and planning exercises as it pertains to the executive and broad client community
Create system and support documentation as required in knowledge base
Provide support services for special events surrounding C-Level executives
Must have functional knowledge of Video Conferencing and A/V technologies as it exists in an enterprise environment
Provide home IT support and solutions for defined executive customers
Provide afterhours support for IT projects, special events, Priority1 incidents and executive client requests as needed
Must maintain the ability to work autonomously while maintaining the ability to provide visibility to critical “items”
Must maintain ability to analyze complex business/technical data and develop innovative solutions while staying abreast on new developments within the technology space
7+ years of progressive experience in an IT related field
3 to 5 years of progressive experience in Client Services support
3 to 5 years of experience providing executive level support for senior leaders

131

Team Lead, Client Services Support Resume Examples & Samples

Responsible for team of 7 resources
Determines workload, delegate assignments, works with Sr. Manager, Client Services to promote career development, and evaluate performance, skill growth, competency growth, and assists with performance goals
Work with Sr. Manager, Client Services and Support to manage off hour support and projects (i.e. moves, projects, emergencies, etc.)
Lead the call volume for the Client Services and Support team to ensure that the incidents and requests are being resolved on a timely basis
Provide technical guidance for the desktop team
Perform break-fix/end-user support to users in multiple locations and provide second level support to the divisional community for software, hardware, and various infrastructure related issues
Manage all installs and configurations of printers and desktop deployment
Manage hardware inventory for location and provide monthly reports
Monitor and maintain problem status/resolution information in ServiceNow
Manage employee Timesheets and time management/projects
Minimum one (1) years experience leading other IT resources in large corporate environment
Experience supporting Windows 8/7, Apple OSX desktop platforms in an Active Directory environment
MS Office Suite – Support and configuration for both Windows and Apple OSX suites
LANDesk – Workstation management, query building, packaging
Service Now or equivalent service management software
Excellent communication and leadership skills as well as solid technical support skills

132

SMB Client Services Program Manager Resume Examples & Samples

Assess the needs of our customers and gather customer feedback to deliver exceptional service. Match this against quantitative data and industry research to build programs that drive impact across the APAC market
Develop a high-performing program through a combination of metric measurement and optimization. This will include working in partnership with our service delivery team to ensure quality and focusing on training and processes that will increase customer satisfaction and service program adoption
Design and iterate workflows and operational plans for large-scale ideas. Ensure team readiness to deliver complex advertising solutions
Provide strategic insights from the program to inform and influence the key product stakeholders
Tracking operational metrics and identify process improvements to delivering succesffully on strategic projects
Partner with other SMB and cross-functional teams on initiatives to improve sales and advertiser support

133

Administrator, Audits & Client Services Resume Examples & Samples

Assists the VP, Audits & Client Services in researching audit claims, which may include but is not limited administering contracts, rates, financial analysis, adjustments, and research
Assists in planning, scheduling and administration of external audits, insuring proper protocols and procedures necessary for successful completion of audits are followed
Liaison to external auditors, which may include but is not limited to instruction in the use of various audit-related systems and reports (e.g., provides information as and when required)
Researches and reviews royalty information, including, but not limited to, contractual agreements, provisions, rates, etc. in connection with audit response and resolution
Participates in certain executive level meetings with other Warner/Chappell personnel, and as needed, with outside parties (e.g., ASCAP, BMI, HFA, Foreign Affiliates, etc.) in the remediation of income collection and/or conflicts related to audits. Communicates directly with affected parties to ascertain validity and accuracy of audit claims
Coordinates with other internal departments to review issues of auditing clients, through research and conferring with other departmental or Company staff and may coordinate the adjudication and/or settlements thereof
Participates in system testing and data cleansing
Performs financial analysis for management
Interacts with representatives from the IT, Legal, Royalty, Creative and Copyright departments of the Company as well as with attorneys, auditors, agents, clients, third party music users, HFA, CMRRA, BMI and ASCAP
Must be able to stoop, bend, stand, walk and sit for up to at least 10 hours a day
Must be able to lift up to 20 pounds on a semi-regular basis and perform other diverse physical tasks as needed
High school level education or its equivalent, preferably to have included courses in basic bookkeeping procedures, arithmetical analysis, computations, documentation, and computer input operation
Two (2) to Three (3) years of experience in an office engaged in duties which include accounts payable, accounts receivable, vouchering, billing statements, typing at 40 WPM, data entry, and knowledge of currently used Company software (e.g., Windows, MS Word, Excel, Metafile, B.I.) and AS/400 would be desirable

134

Ocps Cpl-client Services Principal Resume Examples & Samples

Analyzes, plans and implements process improvement (such as Six Sigma initiative) needs
Manages the ongoing technical delivery for the Client. This includes managing multiple projects, issues, and ongoing processes simultaneously
This is a client and vendor facing position that is critical to the client relationship
Indirectly manages the work for a team of 5-15 onshore and offshore analysts
Executes and owns complex research initiatives and the analysis and resolution of technical issues and requirements change
Functional HW expertise, required
MS Office
PS Project preferred

135

Consultant, Client Services Resume Examples & Samples

Responsible for client servicing required to supporting investment portfolio and account restructuring. This includes preparation of project plans, restructuring documentation including market and portfolio analysis and tax implications
Responsible for client servicing required to support new business-product initiatives. You will receive OCR (Operational Change Requests) from clients, and need to manage the review, signoff, planning and execution of the OCRs
Liaison with NT operational groups, clients, custodians, registry vendors and other third party providers including client appointed transition managers, in completing item 1 and 2 above
Responsible for responding to traders and Portfolio managers on all aspects of client restructuring and transition activity
Responsible for trade enrichment and communication to ensure accurate transition of assets
Work with reconciliations to ensure that restructuring and transition activity has been successfully and accurately transitioned
Responsible for recommending best practice standards to meet client service level agreements
Provide ongoing training and support to partner areas, clients and colleagues
Serve as a lead resource in the creation, revision, and interpretation of investment operations policies and procedures
Assist the project implementation teams with the on boarding of new client business including process documentation, user documentation, staff training and user acceptance testing
Provide back up support to the Client Service Managers, Reconciliations and Client Billing and Investment Operations

136

German Corporate Banking Client Services Resume Examples & Samples

Receive investigation/enquiry cases from customers, solve directly (quick-kills) or pass on to the investigations unit, keep customer informed of status and follow up on enquiries
Acknowledge, investigate and resolve all enquiries received from customers in a timely and professional manner
Inform customer of incoming funds and account balances where applicable
Co-ordinate and control special cash transactions where applicable
Develop and maintain excellent customer contacts, supported by customer visits and calls if appropriate
Ensure that all resolutions and/or recommendations are effectively communicated to the customer
Communicate with Branches and third party banks in order to resolve investigations that are common to both parties
Proactively inform customer about problems(system failures, market issues)
Timely follow up on customer complaints
Regular proactive review of customers' payments and investigations ratios
Provide information on queries relating to interest and billing on customer accounts
Effectively liaise with other Customer Service teams and departments

137

Principal, Client Services Resume Examples & Samples

Technical knowledge of product area or industry
Ability to speak with Client’s and/or Contractors regarding enrollment, payroll reporting, coverage or audit issues
Understands rating calculations pertinent to WC, GL for guaranteed cost and loss sensitive programs
Customer Service skills
Ability to work under stress or time constraints

138

FC Client Services Rep Resume Examples & Samples

Create a connection and develop rapport with customers to provide outstanding, personalized service
Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them
Ensure customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs
Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them
Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers
Accurately and efficiently process transactions such as customer deposits and cashing checks
Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate
Inform and educate customers on how to conduct simple transactions through self-service technologies
Follow established policies, procedures and guidelines to protect both our customers and Bank of America
May be required to work Saturdays and/or extended hours
Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
A minimum of six months experience with cross-selling, up-selling and/or referring products
Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
Ability to sell customers on meeting with a sales associate to learn about products/services
Ability to respond and assist customers with inquiries and/or problem resolution
Ability to work effectively as a team member
Strong communication skills (including verbal and non-verbal) and active listening skills
Careful attention to detail and time management
Proficiency in basic computer skills
Pass pre-employment assessment
Minimum of six months cash handling experience

139

Client Services Delivery Manager Resume Examples & Samples

Daily interaction
Demonstrates an
Strong team work
Strong Excel, PowerPoint

140

Commercial Client Services Implementation Speciaiist Resume Examples & Samples

Acts as liaison with vendor banks in the establishment of new products and services. Expertise of vendor Cash Management products and systems will enhance the specialist’s ability to easily manage relationships with vendor banks and ensures immediate action and resolution of problems that may arise during the implementation process
Maintains current knowledge of products and systems related to deposit and cash management products and services
Submits pipeline status reports
3 – 5 years in banking or financial services, preferably in Cash Management
Cash Management product and services expertise
Experience with the installation/implementation of cash management products and depository accounts
Experience on CRT terminal
Use personal computer

141

Manager, Connections Client Services Resume Examples & Samples

Supports the evaluation and selection of third-party advertising, marketing collateral, and related service providers
Collaborates with internal departments to ensure marketing campaigns are coordinated with operational and sales initiatives
Assist with event planning, including working with vendors, event coordinators, and design teams for on-site collateral
Creates content regularly to grow the company’s footprint (e.g., press releases, corporate announcements)
Advanced skills in Microsoft Office, Photoshop and social media platforms
In-depth knowledge of various paid marketing channels and technologies, e.g., paid search (Google AdWords), retargeting, social network advertising (Facebook, Twitter, , Pinterest, and more), and content distribution and placement networks like Outbrain and Taboola
Up-to-date knowledge of digital marketing trends and potential new channels and strategies
Expertise in handling marketing budgets and forecasting/reporting results
High work standards and degree of attention to detail
Excellent problem-solving and decision-making skills
Demonstrated effective writing and editing skills; excellent grasp of grammar
Excellent communication with the ability to negotiate and convince and sell
1-3 years’ experience in a similar role, e.g., pitching, crafting, and placing content externally, event management and sponsorships

142

Manager, Global Client Services Resume Examples & Samples

Manage the internal TV Digital release schedule and pricing for specific territories, as well as the communication of these releases and price tiers via partner-facing Sales Communication reports and business-to-business integrations
Collaborate with internal and external points of contact to coordinate the delivery of video, audio, subtitle, artwork and metadata assets in adherence to SPHE and customer specifications
Cultivate communication with Territory Digital Account Managers in order to facilitate the execution of strategic and day-to-day initiatives such as partner pricing promotions, timely delivery of territory-specific assets and home-office support for territory priorities
Interface with Digital Retailer contacts to expedite the resolution of territory avails or content-specific issues and questions
Digest customer specifications and requests, communicating updates and/or requests for research to internal points of contact as needed
Coordinate with Retailer, internal servicing and Account Management contacts to ensure proper execution of non-standard title releases, promotions, pre-orders, etc
Prioritize day-to-day responsibilities along with ongoing ad hoc projects and product optimization goals
Facilitate new customer onboarding and/or launches liaising with partner contacts and internal servicing and Account teams to understand and document requirements and timelines
Cooperate with IT and servicing teams to develop ongoing as well as ad hoc solutions to ensure accurate and efficient delivery of assets and information to customers
Manage department communication in regards to artwork and metadata needs with Sony Pictures Television Marketing
Lead system developments to improve the Television supply chain; facilitate implementation of standards
Troubleshoot issues when encountered
Continually enhance expertise on digital platforms - from supply chain, process, technology, practices, consumer experience and strategy
3-5 years studio, media supply chain and/or Digital distribution experience
Highly organized with a keen attention to detail
Able to handle multiple tasks and adapt to changes in priority and/or direction easily
Working knowledge of digital supply chain (XML, video encoding, workflow management systems)
Working knowledge of Digital Standards (EMA, Common Manifest, EIDR)
Willingness to be on call after-hours and on weekends as needed
Fluency in Latin American or Japanese regional languages a plus
Background in localization a plus
Background in IT or proven track record in systems development a plus

143

Custody Client Services Team Leader Resume Examples & Samples

Lead, manage & inspire your team with the overall goal of delivering proactive, unparalleled client service to Northern Trust's clients
Defines the team's purpose; influences the prioritisation of work and the allocation of resources to deliver on client commitments
Sets clear goals and expectations and ensure regular updates to ensure self and team members achieving them
Transition consultant for custody related assets- take on role for new business setup to ensuring a seamless transition to Northern Trust Custody
Develops and maintains effective relationships with critical business partners & other internal groups, e.g. IOO, Fund Accounting, Transfer Agency, Custody Servicing, Derivatives, Pricing, etc
Develops clear boundaries between Client Service Delivery and Relationship Management with locational Business Owners & Heads of Relationship Management for each business unit the team’s service
Develops clear boundaries between Client Service Delivery and Operations Processing activities with locational Operations & Technology Owners
Develops and maintains effective relationships with relevant third parties, e.g. trustees, external advisors, consultants, etc
Tracks service & delivery results against project plans and SLD, monitors service & delivery through client reviews, internal / external surveys, specific client feedback, consultant feedback etc
Maintains service & delivery issues log, drives accountability and closure of issues in a timely manner
Provides appropriate escalation of service & delivery and other relevant issues / opportunities to RMs / CSMs / internal stakeholders
Compiles service & delivery plans in line with best practice standards
Ensures procedures are fit for purpose
Promotes by example and actions the highest standards of integrity, accountability & client service across GFS EMEA and the global GFS business
Foundational knowledge and understanding for all GFS products & services
Solid technical knowledge of the securities industry, its products and instruments
Proven ability to lead, manage and motivate a team
Strong communication and inter-personal skills and strong process orientation
Strong negotiation and presentation skills
Strong leadership skills, both as a manager and also as an advocate for the company and the business at large
Previous exposure to, and success in, dealing with senior client management
Well-developed management and leadership skills

144

Epas Operations Client Services Speicialist Resume Examples & Samples

Monitor and process pending items as well as correcting discrepancies
Provide support and advice for front and middle office staff
Interface with internal and external clients to provide operational and administrative support as needed
Identification of issues and resolution
Ability to handle large volumes of manual processing
Reporting and Matrix Management
BA in Business or 1-3 Years - Call Center, Accounting
Series 7 or 99 preferable not required
General Ledger Reconciliation
Problem Resolution
Service Skills
Able to work well under pressure
Ability to communicate and interact with all levels of management
Knowledge of Stock Option / Stock Purchase Plan Processing a plus

145

Senior Technician, Client Services & Support Resume Examples & Samples

Assists in the maintenance of production desktop images
Participates in rollouts of new software/hardware to ensure consistency in IT technical standards
Receives general guidance and direction from Team Lead and/or Manager, Client Services and Support
Minimum three (3) years IT experience supporting end users systems in a large corporate environment
Excellent knowledge of Windows XP, Windows 7 and Mac OSX and basic understanding of all related technology such as network topologies, server administration, etc. Working knowledge of Windows Server 2003/2008. Working knowledge of Microsoft Office products (Word, Excel, Outlook, Power Point, Access, etc.)
Strong MAC OSX 10.7, 10.9 Skills
Experience with desktop remote control software (SMS, Casper, Bomgar, VNC, etc.). Understand computer imaging concepts (i.e. Ghost, RIS, PE, and MDT) and have experience creating images with at least one of these disciplines
Experience with Anti-Virus, Encryption Applications

146

Senior Consultant, Client Services Resume Examples & Samples

Manages large and/or complex projects such as strategic change management, new business/product initiatives, process re-engineering, merger and acquisitions integration and provides multi-disciplinary consulting service such as marketing and technology to business groups
Cultivates and maintains working relationship with Relationship Managers, Client Service Delivery Managers, Product Managers and other Service Managers to ensure client service needs are met
Responsible for identifying and addressing service issues as and when they arise
Assists client(s) and partners with complex problem resolution
Maintains risk management and compliance programs and activities for their assigned group

147

Client Services Director Resume Examples & Samples

Respond to RFPs by developing media plans in line with strategic marketing goals
Execute and implement advertising campaigns to ensure accurate impression, performance and revenue delivery
Take a leadership role to coordinate efforts between other cross-functional teams as necessary (implementation of new products and custom elements). Position interfaces with Sales, Marketing, Engineering, Creative, HTML and Site Operations departments
Work with Ad Operations to ensure clients’ ads are trafficked, monitored, and optimized
Maximize campaign performance and company revenue by preparing reports, analyzing data (performance and delivery), preparing recommendations and initiating tactical optimizations (creative execution and strategy, placement evaluation, day-parting, frequency capping, etc.) to further increase success rate and renew/grow current business. Work closely with Advertising Operations and Advertising Sales on budget forecasting and revenue/pipeline monitoring
Update contract management system with campaign change orders (campaign delays, optimizations, etc.) and alert team of changes that will affect revenue
Reduce account attrition by ensuring program goals are met and exceeded
Directs, motivates and supports the NY client services, account management team

148

Client Services Resume Examples & Samples

Reporting of valuation to clients covering structured notes or MTN's on daily/weekly/monthly basis
Creation and send to clients event notifications on structured notes
Perform follow-up of settlements on structured notes
Handle any inquiries to internal/external clients including on both Fixed Income and Equity products
Internal support to business management including Operations and Front office staff
Involvement in projects of Middle Office needs
A good understanding of either Fixed Income or Equity derivative products
Good attention to detail and accuracy
Strong communication skills to work with overseas clients and internal stakeholders
Experience working within collateral management
Good knowledge of MS office tools
Experience working within financial institutions

149

Client Services / Business Analyst Resume Examples & Samples

Conducting analysis and troubleshooting of production support issues
Creating or updating application and process documentation
Working closely and collaboratively with the client team and members of the SLR Delivery (service and technical) teams consisting of managers, analysts, developers, QA, and operations personnel, to facilitate analysis and troubleshooting, and closure/resolution of issues
Working directly with client team, and as such, able to conduct verbal and written communication professionally and accurately in a timely manner
Providing training/walkthrough of client-specific deployment of our solution suite (system and manual processes) at the client’s designated location and/or remotely via WebEx
Functioning in a quality assurance role for the documentation and execution of operational requirements
All other duties as assigned, for example, participate in testing activities
Experience as Analyst in large and complex business process operations involving a combination of system and automated processes o Involvement with business applications related to electronic medical health records or government healthcare is preferred
Experience in writing business and functional requirements, specifications, procedures, and manuals
Experience with Electronic Health Record (EHR) Incentive Program is preferred /Xerox is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, sex, marital status, sexual orientation, physical or mental disability, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. People with disabilities who need a reasonable accommodation to apply or compete for employment with Xerox may request such accommodation(s) by sending an e-mail to accommodations@xerox.com. Be sure to include your name, the job you are interested in, and the accommodation you are seeking

150

Corporate Actions Client Services Resume Examples & Samples

Providing client with constant query feedback until completed
Investigate enquiries as far as possible without recourse to Corporate Action processing area personnel
Deliver service excellence
Coordinate and facilitate training on Citigroup proprietary systems
First point of contact for electronic banking queries
Active participation in ad hoc tasks and projects as necessary
Manage operational issues and build solid partnerships with processing teams globally
Be responsible for your own development and work with management to agree goals
Escalate in a timely, appropriate manner to enhance solutions and decisions
Distribution of enquiries daily
Knowledge Corporate Action processes for multiple markets essential
Prior client facing experience in a similar role would be considered an advantage
Strong organisational skills, ability to work under pressure and prioritise within tight deadlines
Ability to learn quickly
A proactive approach to work, prepared to exercise initiative
Good analytical abilities and computer literacy

151

Analyst / Senior.analyst, Client Services Resume Examples & Samples

Work directly with Relationship Managers on client deliverables and special projects
Maintain a working knowledge of assigned client portfolios and the investments within these portfolios
Work with other departments internally, including FIT, legal, research and reporting, to aggregate information needed to help prepare client deliverables
Assist in client portfolio development, including maintaining CATS, responding to allocation decisions and preparing strategic plans
Coordinate assigned projects and special project work with allocated resources
Prepare and review quarterly and annual reports for clients
1-2 year minimum years of work experience in an accounting/financial industry setting preferred
College degree (B.A., B.S. or B.B.A.)
Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Must be able to handle multiple assignments/initiatives
Ability to operate in a high pressure environment
Other Requirements /Functions
Assist with other duties and special projects as needed

152

Bloomberg Financial Client Services & Sales Internship Resume Examples & Samples

Currently Enrolled in Bachelors Degree or MBA program
Coursework in Finance, Economics and/or Business is a plus, all majors welcome
Fluency in English and Portuguese is required; any additional foreign language is a plus
Strong critical thinking, problem-solving and multi-tasking skills
PLEASE ATTACH ENGLISH & PORTUGUESE/SPANISH COPY OF RESUME

153

Summer Intern Analyst, Client Services Resume Examples & Samples

Coordinate investment data collection and validation projects with limited oversight
Partner with team leads and senior relationship managers to produce periodic client reports
Possess a working entry level knowledge of accounting principles and be able to extract and analyze data from financial statements
Execute assigned projects and special project working with team leads
Strong communication skills (written and verbal)

154

Coordinator, Post Production Client Services Resume Examples & Samples

BA/BS in Communications or related field, and/or relevant internship experience
Minimum 1 year television post production scheduling experience, or similar, in a fast-paced high-volume facility
Working knowledge of post-production scheduling software, preferably Xytech MediaPulse
Maintain a professional and personable demeanor, especially under stressful circumstances, in all types of interactions (verbal, email, etc.)
Ability to work well under pressure and adapt to tight deadlines
Ability to quickly identify issues hampering daily operations and proactively seek out solutions
Must have flexible hours to work AM/PM shifts and overtime as needed

155

Lead Analyst, Client Services Resume Examples & Samples

Minimum five (5) years/IT Desktop and PC Support experience working in large corporate environment
Must be able to lift up to 35 pounds with assistance
Availability for off hour / day support as needed
Experience with current technologies such as
Undergraduate degree in a computer science or related field and/or equivalent work experience, required
Good leadership and coaching skills
Strong interpersonal skills with demonstrated ability to communicate effectively at all levels of the organization, with colleagues as well as customers

156

Coordinator, Activation & Client Services Resume Examples & Samples

Maintains inventory of office supplies, sorts and distributes mail, makes travel arrangements, prepares itineraries, schedules meetings, etc
Actively manages managers’ daily schedules and calendars
Processes expense reports
Prepares reports as needed, e.g., for sales, research and data analysis projects
Sets up and breaks down meeting spaces, arranges for WebEx as needed
Coordinates activities between departments and/or outside entities
May require handling confidential matters
PLANNING SUPPORT: Liaise across peer divisions & internal team departments to help support the VIP client hospitality process start to finish. Including but not limited to: support of the event services system of record, tracking of ticketing/trips needs assigned to pillar events, leading collection of guest information with team captains, supporting distribution of information of experiential allocation across the division (Meet & Greets, Backstage Tours, etc.)
ON-SITE EXECUTION: Support preparation and execution of on-site ticketing and VIP experiential elements for all VIP clients. This includes but it not limited to: list management, seating and ticketing changes, communicating time sensitive artist meet & greet schedules to clients, credential management and act as point person for both sales leadership and client questions that take place on-site
COLLABORATE ON PROCESS: Continually look for ways to systemize communication across the groups and to clients
RESPONSIBLE FOR WEEKLY TRACKING: Develop and maintain weekly tracker that is shared with internal stakeholders to keep projects within agreed upon timelines and budgets. Includes: allocation management, budget comparison management, etc
CREATE TOOLS: Collaborate with manager to create tools for communicating FAQ/Event Details to both internal and external parties. This can include: emails, outlook reminders, text alerts, check in packets, one-sheets, event system alerts etc
2+ years’ of event experience within event/entertainment business (advertising industry experience a plus)
3+ years’ experience with excel
Experience working with senior level executives
Proven to be a self-starter
Excellent project management, organization, multi-tasking and time management skills
Experience working/booking travel
Works well both independently and collaboratively with a team
Effective and thoughtful written and verbal communication skills
Proven track record of implementing efficient processes in the work place

157

Client Services Operations Manager, SMB Resume Examples & Samples

Identify trends and process re-engineering opportunities to enhance our products, support processes, optimize workflows and improve operational efficiency in order to increase customer satisfaction and product adoption
Perform data analysis and execute data-informed initiatives that will improve our customer experience and drive business growth
Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders, including the ability to synthesize feedback and adjust plans accordingly
Work cross-functionally with sales, marketing and product teams within Facebook

158

Principal Client Services Resume Examples & Samples

Supporting senior captive consultants in deliverable execution
Representing the Willis Towers Watson captive consulting offering on a selected geography
Presenting captive consulting services to prospects and clients
Conducting captive consulting analysis, report writing, and executing deliverables
Providing insight into captive utilization, value proposition, and operations
Assisting clients and prospects with understanding domicile, structural, and operational options vis-a-vis their captive strategies
Preparation of presentation materials and final deliverables for client stakeholders
Delivering thought leadership through internal and external media
Educating Willis Towers Watson associates on captives
Vetting captive opportunities, maintaining a pipeline, contributing to the growth of the Willis Towers Watson Global Captive Practice
Partnership with internal captive consulting, broker, and client advocate partners in advancing captive initiatives
License not required
Advanced Computer Skills
Presentation and professional speaking skills
In depth knowledge and experience of captive insurance and insurance industry (minimum 8-10 years’ experience) in the following areas: (1) captive utilization & risk financing (2) captive fronting arrangements, underwriting and program administration, and (3) problem resolution
Ability to monitor quality control
Client relationship skills
Leadership and People Management skills
Compliance
Can solve complex issues and will raise highly complex issues to higher level

159

FC Client Services Rep-tri Valley Market Resume Examples & Samples

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

160

Client Services Tech Ops Manager Resume Examples & Samples

Managing day-to-day technical relationships with top-tier ad agencies, brands, and media partners
Prepping, launching, and maintaining technical aspects of all campaigns
Troubleshooting tag-related issues, reporting/delivery discrepancies, and implementation concerns
Pulling and reviewing performance data to ensure proper delivery and improve client performance
Communicating technical product needs and opportunities to account and product development teams
Performing daily QA and integrating quality control into standard operating procedure
Continuous process improvements
Supervising growth, development, and productivity of ad operations team
BS/BA or equivalent in business, technology or other related field
2-3 years experience in a tech ops or ad ops role at an online media company or digital agency
1-2 years sales engineering experience, preferably within the advertising technology space
Deep knowledge of DART, Atlas and related ad serving technology
Comfort and proficiency working with large data sets
Positive, professional demeanor and experience working in a client-oriented setting (internal or external)
Proficiency with HTML, Javascript, Http Header Analysis, MS Excel and Powerpoint
Familiarity with SQL or UNIX
Basic understanding of what happens when a webpage loads
Experience coding for fun is a bonus!

161

Digital Client Services Production Supervisor Resume Examples & Samples

Interacts with client to explain digital production process, determine ongoing project needs, communicates schedule and deadlines and obtains approvals from clients
Manages production team, delegates’ tasks, shepherds workflow through the facility and resolves problems in a calm manner
Receives purchase orders for production of master film product, discusses the purchase order with client(s) to ensure understanding of clients’ needs. Advises client on purchase order and advises client of any changes if cost estimate changes throughout the production of master
Utilizes Xytech database for the creation of work orders, resource bookings and project management (job tracking)
Contacts past and future clients and request the opportunity to work together on upcoming projects and refers opportunities to the sales department
Communicates changes in projected workflow or deadlines to the client production team and MPI operations, readjusting the resources needed to complete the project
Works with sales department to determine cost of work to be performed for the purpose of providing formal bids, overages and actual
Performs other duties & special projects as required

162

Manager, Digital Client Services, Features Resume Examples & Samples

Manage the internal Features Digital release schedule and pricing for the EMEA territories, as well as the communication of these releases and price tiers via partner-facing Sales Communication reports and business-to-business integrations
Respond in a timely and accurate manner to reporting and research requests from upper management
Facilitate new customer onboarding and/or launches liaising with partner contacts and internal servicing and Business teams to understand and document requirements and timelines
Cooperate with IT and Servicing teams to develop ongoing as well as ad hoc solutions to ensure accurate and efficient delivery of assets and information to customers
Typically 2-3 years studio, media supply chain and/or Digital distribution experience
Flexible and adaptable with an appetite for implementing positive change
Strong relationship builder with excellent customer service skills
Self-starter who can be effective with minimal supervision
Fluency in EMEA regional languages a plus

163

FC Client Services Rep-hours Resume Examples & Samples

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

164

Client Services & Collateral Operations Manager Resume Examples & Samples

Supervise teammates for timely completion of daily work within specified time parameters and ensure that all daily processes are completed
Engage in initiatives and projects associated with functional areas and provide subject matter expertise as needed
Interact with clients, teammates from LOB and other support teammates to process requests and resolve issues
Ensure procedures and controls are being followed and maintained. Assist in the development of the control environment
Line manager reporting to department or unit manager. May have approximately 6 or more direct reports
Provides first level of decision making for teammates. Exists as primary escalation point for all issues and decisions related to operational unit. Functions independently within a team to complete daily tasks. Utilizes manager for decision making beyond their level of responsibility
Products and services are relatively complex and this level of position is focused on understanding the entire processing cycle related to products and services offered through STRH. Problem solving occurs on a daily basis
Leadership role. Function requires individual to act in a management capacity. This may include daily processing oversight with HR responsibilities. Some negotiation and persuading performed. Direct contact with Clients and Management of SunTrust Robinson Humphrey. Must be able to speak with authority
Would not be a lead on a project or program but would be assigned tasks and deadlines on any number of initiatives. This role will be involved in technology initiatives that impact the unit. Manager will act as subject matter expert on products and processes. Clear understanding of client data and reporting is essential
Position is heavily involved in maintaining a solid foundation of Operational Risk Management. Department has responsibility for processing large number of transactions with significant dollars on a daily basis. Errors and mistakes would have impact on the unit and to the organization
High School Diploma plus 14+ years of experience or BS/BA College Degree and 8+ years of experience. Experience must be superficially in Financial Services industry
In-depth knowledge of financial industry and regulatory environment. Must be able to demonstrate knowledge of products, processes and technology associated with Capital Markets. Must be able to demonstrate prior management or leadership experience. Must be able to direct teammates on a daily basis
Minimum of 14 years of industry experience without college degree or degree plus minimum of 8 years of industry experience

165

Health & Welfare Client Services Senior Analyst Resume Examples & Samples

Research and Analysis skills - Ability to provide detailed Root Cause analysis and responses to client escalations. Root cause analysis should include identification of impacted parties, identification of impact, why the event happened, how the immediate issue is resolved, and steps to prevent future occurrences
Project leadership and coordination of projects across support teams
Health & Welfare subject matter expert, minimum five (5) years’ experience, with experience in the following areas: o Plans and Compliance o Call Center work flow o Client Service o Vendor management o Project management
Intermediate/advanced MS office – Excel, PowerPoint, Word, Access and Internet, required
Strong SQL skills, required
Strong data and analysis skillset
Self-starter and proactive, ability to execute requests with minimal management guidance and oversight
Communication, negotiation skills and time management are vital to the success of this position

166

GTB Core Delivery Client Services Resume Examples & Samples

Structures and processes client transactions, including, splits, rights issues, exchanges and tender offers, ensuring timely and accurate notification, and coordinating the efforts of and set-up by DTC, stock exchanges, international clearing systems, and other relevant constituencies
Works closely with the Head of Corporate Actions, clients, the business’ transaction structuring team, and internal/external counsel to ensure issuer transactions are facilitated in accordance with appropriate US securities laws
Processes and manages proxies, working with relationship management, issuers, vendors, and agents to plan and execute the distribution of materials to and receipt of votes from ADR/GDR holders
Manages and processes dividend payments and associated foreign exchange transactions, ensuring such events are accurately communicated to stock exchanges and ADR/GDR holders and payments are made on a timely basis while taking appropriate action to eliminate risk of financial loss
Ensures tax reclaim opportunities are made available when possible, working closely with external vendors and custodians to deliver this service
Establishes new depositary receipt programs and transfers to and from other depositary banks
Works effectively with internal staff, outside vendors, agents, counsel, exchanges, competitor depositary banks, and other market participants to deliver services and entitlements to DR holders and clients
Drafts and reviews financial documentation
Assists the business’ proof and control function, reviewing monthly reconciliations to ensure accurate and timely reporting
Prepares client invoicing, vendor payments, and reports revenue and expense
Participates in, and/or manage special projects as required
Acts as technical advisor to sales and relationship management staff globally
At least 5 years corporate action experience in foreign equities ideally with a depositary bank, global custodian, a clearing system, or in asset servicing,
High level of responsibility, diligence and attention to detail
Strong communication and, writing skills
Proactive and analytical thinker with ability to multitask
Strong Microsoft Excel and Word abilities and understanding of other Microsoft office products
Reconciliation skills and ability to organize and manage work flow
Strong client service skills and aversion to risk
Client-centric
Able to work well with others and perform in a demanding environment
Dedicated
A team player with integrity, innovative and disciplined mindset, and a professional attitude

167

Client Services Resume Examples & Samples

Customer Service- food delivery and fulfilling client requests
Maintaining craft service supplies on the stages and in the pantry
Daily stage service including: food set up, break down, restocking supplies, changing table linens, cleaning as needed
Dishwashing in the Pantry
Daily food preparation to assist Client Services Coordinator and Pastry chef
Inventory control: maintaining stock levels, restocking supplies
2 years restaurant or food service related industry experience
Basic math and computer skills
Food handlers certification
Familiar with culinary terms, etiquette and culture
Maintains proper food handling, sanitations and hygiene
Customer service focus
Works well as a team player as well as unsupervised
Sense of Urgency
Detailed oriented with ability to multi-task and problem solve
Strong verbal communication and interpersonal skills
Basic understanding of various dietary needs
Passion for food

168

Senior Consultant, Client Services, GFS Resume Examples & Samples

Developing an understanding of each client’s strategic goals and identifying ways in which Northern Trust can financially optimise both new and existing relationships
Driving initiatives for client driven product development requirements; working closely with the various product teams
Being directly responsible for client satisfaction levels at a strategic level and ensuring relevant key performance indicators are in place to support client goals
Working in partnership with the Northern Trusts internal Client Services Delivery to ensure operational activity are in line with the client Service Level Agreements (SLA)
Monitoring performance against agreed service level agreements
Cross-selling of additional products and jurisdictions to existing clients
Pricing new and additional business opportunities for existing clients
Conducting fee and contract negotiations
Identify, document and manage client related risk issues
Adhering to internal risk management procedures
Actively participating and on occasions leading project’s covering client fund launches, mergers and closures
A proven track record in the industry, with a preference for at least 8 years’ experience working in all aspects of the funds / securities business
Experience of and accountability for increasing revenue through effective client relationships
Established commercial relationships with Executive level Client Stakeholders
Presented & participated in client pitches and review meetings
Developed client orientated solutions
Managed multiple internal & external stakeholders through client related projects
Influence and persuasion
Client service delivery

169

Supervisor, Client Services Operations Resume Examples & Samples

Minimum of 5 years of operations supervisory experience, preferably in the Commercial Insurance industry
Strong experience in, or aptitude for, building strategic operations, setting goals and measures, creating business and operational plans to achieve exceptional performance, and exceed established metrics
Must have or obtain insurance licenses as required by law within 60 days of employment

170

Technician, Client Services & Support Resume Examples & Samples

Performs break-fix end-user desktop support to users in multiple locations and provides telephone and desktop support to the divisional community for software, hardware, and various infrastructure related issues according to IS&T Services support policies
Ensures that all requests from user are logged and escalation procedures are followed
Participates in rollouts of new software/hardware to ensure consistency in IS&T technical standards
Performs after hours and weekend support, systems installation and maintenance as required
Must be available for shifts between 8:00 a.m. - 6:00 p.m. M-F at any CBS Mid-town location
Participates in recovering assets and updating Asset Management through Data Analytics in LANDesk
Minimum Three (3) years / Desktop Support or PC Support experience working in a large corporate environment
Working knowledge of Windows XP, Mac OS X, and Virtualized Desktop environments
Knowledge and familiarity with MS Active Directory environment including ability to manage AD objects (User and Workstation) - ie. reset user passwords, add/remove workstation, modify AD description)
Strong support in Microsoft Office products (Word, Excel, Power Point, Access, etc)
Understanding of Google Apps (Gmail, Calendar, etc.)
Experience with desktop remote control software (Bomgar, SCCM, LanDesk, Remote Desktop)
Understand computer imaging concepts (i.e. Ghost, RIS, PE, MDT, Deploy Studio) and have experience creating images with at least one of these disciplines
Strong Analytical problem solving skills
Work well autonomously and in a team environment

171

Stock Lending Client Services Resume Examples & Samples

Client
Advanced understanding of life-cycle of trade processing for Equity and Fixed Income products including trade capture, Pand L, settlement and reconciliations for the Stock Borrow / Loan product area
Customer service experience including providing feedback and handling difficult situations
Experience of building positive working relationships and mentoring team members to understand the root cause of an issue
Experience of working in a deadline driven environment
Minimum of 1 year supervisory experience to new or low level personnel, including day to day supervision of a small team
Work experience in the Financial Services Industry is a benefit
Computer literate - Ability to quickly grasp several in house systems including Microsoft office application
Communication – Ability to articulate clearly and communicate effectively at all levels
Problem solving - Resolve problems where the analysis of situations or data requires an in-depth evaluation of basic procedures and industry standards
Planning and Organising – Ability to work independently and multitask under pressure
Teamwork - the ability to demonstrate interest, skill, and success in getting groups to work together
Attention to detail – Diligently attends to details and pursues quality in accomplishing tasks
Leadership – Ability in developing others via coaching and mentoring for effective performance management
Proactive - Identifying situations that could result in new business and developing recommendations tailored to the client
Valuing Diversity: Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success

172

CIB F&bm-treasury Services Client Services & Implementation Business Manager VP Resume Examples & Samples

Primary Business Manager for APAC Head of TS Client Service and Implementation (CS&I)
Provide proactive and tactical support to APAC CS&I Management Team
Assist the Business in driving CS&I strategy and priorities
Partner closely with regional APAC TS Business Management (BM) team to ensure that Sales, Product and CS&I priorities are aligned
Partner closely with global CS&I BM colleagues to ensure global consistency across CS&I
Project manage strategic initiatives and drive timely completion
Develop in-depth understanding of the business, systems and end to end flows
Identify opportunities for business and process improvements
Work with Technology to deliver CS&I investment priorities
Ensure accurate and valuable client analytics to help drive the business
Lead the CS&I planning, expense and allocation procedures
Minimum 7 years experience in the Banking industry
Previous knowledge of TS or Banking products/business is a plus
Previous experience in a Client Relationship role or an Operations management level role is a plus

173

Senior Client Services Reconciliations & Controls Analyst Resume Examples & Samples

Ability to reconcile system source data to financial data and to the general ledger
Research, analyze, and resolve identified discrepancies timely while working with various business areas to resolve
Provide guidance to the business areas on discrepancies identified by the reconciliation process
Participate as a SME and/or may be the lead in a projects related to the implementation of new systems or participant transactions, reporting systems, enhancements and/or procedures
Make decisions and solve problems that are general in nature
Works independently receiving little instruction on day-to-day tasks
Identifies workflow problems pertaining to team functions; recommends and implements solutions
Oversee various projects to ensure deliverables are met and project objectives are complete
Effectively communicates results of analysis based on the audience needs and expectations
5+ years of accounting, computer science, finance and/or related field
Bachelor’s degree Accounting, Finance, Computer Science or related field or some combination of education and additional work experience in a financial environment
Advance knowledge of Microsoft Excel and Access
Strong leadership skills and the ability to lead others
Strong organizational skills and the ability to prioritize
Actuarial knowledge of annuities and retirement products
Understanding of financial reporting, accounting structure and financial record keeping services
Ability to compile data from multiple sources to support theories for problem solving statements
Understanding of general ledger account reconciliation process
Knowledge of OMNI, CPS, IA,FDW,ADAS, Mobius and PeopleSoft

174

Enrichment Unit Client Services Section Manager Resume Examples & Samples

Day to day management of Enrichment Staff
Act as point of escalation for corporate action issues
Ensure adherence to the agreed Service Level Agreements
Develop business relationship by arranging regular conference calls and Client workshops
Work in conjunction with the processing teams to ensure the delivery of a high quality corporate actions service to Clients
Ownership and Improvement of Daily/Weekly/Monthly metrics and team performance indicators
Provide analysis of processing errors to formulate corrective action plans

175

Accountant, Client Services Resume Examples & Samples

Maintain accurate books and records for clients personal and business activities. Position must accurately and timely process bills using accounting software provided. Position interacts daily with client and 3rd parties to collect vital data
Primary manager of client cash account and must ensure sufficient funds are available for forecasted and extraordinary items such as capital calls and construction progress payments
Ensure confidentiality of client’s records and files when dealing with client staff and 3rd party advisors. Discreetly hold and manage online access codes for banks, brokerage accounts and credit card activity
Coach and mentor staff and be a knowledgeable resource for basic accounting, software needs and proper communication techniques
Accurate and timely processing of personal bills for high-net-worth clientele. Reviewing recurring items and processing both routine weekly check runs and special expenditures
Bachelor’s degree in accounting, finance or a related field preferred
4+ years Accounting experience. Preferably with individual accounting, small companies or consolidated financial
Ability to multi-task and work in a fast-paced environment with tight deadlines
Excellent organizational, time management and customer service skills; detail-oriented; team player
Proficiency in word and excel

176

Client Onboarding Client Services Team Resume Examples & Samples

Overseeing the legal documentation pipeline for Clients and Desks for the onboarding of new funds and entities to trade OTC Derivatives products
Initiating and facilitating the front to back account opening process, through relevant systems and teams
Prioritising items in the legal pipeline, amongst limited resources in Credit and Legal, ensuring fund launch dates are clearly understood and met, revenue potential is highlighted and ICG gold clients items are progressed swiftly
Resolving impasses on complex legal/credit clauses in the International Swaps and Derivatives Association (ISDA), Credit Support Annex (CSA) and Global Markets Risk Architecture (GMRA) agreements, pushing negotiations along and influencing decisions
Helping to manage the business approval and escalation process for non-standard legal/credit clause requirements on the contracts
Conducting issue resolution and conflict management, acting as point of contact and escalation to ensure timely resolution for the Client
Liaising principally with Sales Desk, Front Office Business Managers, Legal, Credit, Collateral Management and Valuations, Global Business Services/Operations colleagues to facilitate on-boarding and to advise them of and discuss, potential risk issues and escalate queries in a timely fashion
Proactively managing Client and onshore Stakeholder relationships by organising meetings with clients/internal areas, to evaluate needs/concerns/issues with respect to on-boarding
Searching for constitutional documentation on line
Maintaining knowledge of regulated entities and investment managers
Providing guidance on required Know Your Client (KYC) documentation

177

Corporate Action Enquiries Unit Client Services Supervisor Resume Examples & Samples

Ensure client enquiries are responded to within the unit's service level agreement time frames
Act as escalation point for Client issues
Monitor enquiry resolution to ensure that issues are resolved with as minimal impact as possible on the processing area personnel
Assist Product management with the creation and maintenance of client Service Level documents
Produce and maintain inter-departmental Service Level Agreements
Ensure that all enquiries, which are capable of resolution by the processing areas, are escalated and discussed in accordance with the unit's management if not processed within interdepartmental SLAs
Manage corporate actions relationship with clients to attain desirable scoring on client service reviews/Global custodian surveys
Perform a monthly query analysis of all client enquiries received to identify potential client education needs
Liaise with Processing Unit to highlight common issues and assist with procedural changes or systems enhancements
Oversee the Production of client specific MIS packs for distribution to clients at each month end
Set up and chair regular service calls with clients
Act as direct point of escalation with internal and external senior client representatives
Maintain a close working relationship with Product Management, Client Account Managers and Client Service Reps
Represent Citi Client Enrichment at client meetings and Due diligence visits
Represent Client Enrichment at monthly UK DCC Operations calls
Attend monthly Citi Global Best practice calls
Maintain and collate the Enrichment teams MIS and report to Management weekly
Maintenance and completion of team DCFCs/ Controls
Write semi-annual appraisals and conduct performance reviews for staff
Coach and assist staff with Personal Development Plans through regular 1-2-1 meetings
Maintenance of staff versatility matrices and assist staff with versatility training across teams
Provide assistance with Internal and external audits where required
Confident
Good organisational skills, ability to work under pressure, demonstrate initiative and prioritise workload
Possess the ability to develop good working relationships with various levels of management and external departments
Strong influencing and negotiation skills; ability to build and maintain effective networks and relationships
High level numeracy
Computer literate

178

Corp Action Enquiries Unit Client Services Supervisor Resume Examples & Samples

Ensure client enquiries are responded to within the unit's service level agreement time frames
Act as escalation point for Client issues
Monitor enquiry resolution to ensure that issues are resolved with as minimal impact as possible on the processing area personnel
Educate clients in respect of understanding Citi’s proprietary systems or market practices to reduce repeat enquiries
Assist Product management with the creation and maintenance of client Service Level documents
Produce and maintain inter-departmental Service Level Agreements
Ensure that all enquiries, which are capable of resolution by the processing areas, are escalated and discussed in accordance with the unit's management if not processed within interdepartmental SLAs
Manage corporate actions relationship with clients to attain desirable scoring on client service reviews/Global custodian surveys
Perform a monthly query analysis of all client enquiries received to identify potential client education needs
Liaise with Processing Unit to highlight common issues and assist with procedural changes or systems enhancements
Oversee the Production of client specific MIS packs for distribution to clients at each month end
Set up and chair regular service calls with clients
Act as direct point of escalation with internal and external senior client representatives
Maintain a close working relationship with Product Management, Client Account Managers and Client Service Reps
Represent Citi Client Enrichment at client meetings and Due diligence visits
Represent Client Enrichment at monthly UK DCC Operations calls
Attend monthly Citi Global Best practice calls
Maintain and collate the Enrichment teams MIS and report to Management weekly
Maintenance and completion of team DCFCs/ Controls
Write semi-annual appraisals and conduct performance reviews for staff
Coach and assist staff with Personal Development Plans through regular 1-2-1 meetings
Maintenance of staff versatility matrices and assist staff with versatility training across teams
Provide assistance with Internal and external audits where required
Confident
Good organisational skills, ability to work under pressure, demonstrate initiative and prioritise workload
Possess the ability to develop good working relationships with various levels of management and external departments
Strong influencing and negotiation skills; ability to build and maintain effective networks and relationships
High level numeracy

179

Client Services Assistant Manager Resume Examples & Samples

Basic knowledge of pooled fund operations and fund accounting
Good knowledge of portfolio administration and broad accounting principles
General understanding of the investment management and pensions industries

180

Coordinator, Client Services Resume Examples & Samples

Prepare proposals for Rangers Corporate Partnership team
Prepare contracts and internals for Rangers Corporate Partnership team
Assist with contract fulfillment
Maintain Sales Recap and Inventory Avails
Serve as a host for Corporate Partners at Rangers games in assisting with on-field and promotional events
Assist with training and managing interns
Provide sales support and customer service as directed by corporate sales management
Perform some data entry, filing, making copies, etc

181

FC Client Services Rep, Hours Resume Examples & Samples

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

182

Business Analyst Client Services Group Resume Examples & Samples

Coordinate the intake of new requests and ensure accurate and timely assignment of incoming requests; follow-up with requestors as additional action is needed
Assist in the management of the shared mailbox for responding to general inquiries and questions
Utilize in-house tools and systems to evaluate options and make decisions that will result in the greatest overall utilization of our resources
Provide problem solving expertise and exceptional customer service when confronting inconsistencies/ exceptions to our processes
Identify opportunities for improvement and drive positive change in our processes
Develop working relationships with upstream and downstream partners to facilitate rapid decision making and problem solving. Understand how the unit’s processing functions impact other business units, and how its processing systems interface with other data sets
Prioritize improvement idea intake against business needs to recommend and track process improvements for the business
Develop presentations that support ICS meets its targets, goals and expectations are established, tracked, and communicated to partners
Work with project teams to provide necessary project support, problem analysis and documentation
Compile and analyze large data sets and be able to draw inferences and conclusions relevant to business needs
Assist in the development of management systems & dashboards for monitoring and sustaining project results
Monitor action plans resulting from process improvement activities
B.A./ B.S. degree or equivalent work experience
Knowledge of Project management principles, project coordination
Proficient in the use of MS Office products – Excel, Word, PowerPoint, Access
Reporting and data analytics experience
Previous experience with presentations
Proven project management expertise
Work independently, self-motivated and able to multi-task in a fast-paced ever-changing environment
Strong communications and writing skills
Process improvement experience utilizing Lean principles and tools
Knowledge of SharePoint design and development

183

Client Services Rep-hours Resume Examples & Samples

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

184

Team Lead Client Services Resume Examples & Samples

Excellent customer service experience and skills
High level of analytical skills with the ability to think laterally and have the self drive to work independently
Well-developed interpersonal and presentation skills with the ability to communicate effectively with all levels of staff and management
Excellent communication, organisation, problem solving skills and ability to make quick decisions
Advanced understanding of telephony technology in place to support officers

185

Client Services / Client On-boarding Resume Examples & Samples

Handle client enquiries and trouble shoot for equity and fixed income products, both vanilla and exotics, swiftly
Follow up with any issues from local or overseas team in regards to settlements/ payment/confirmation
Provide notice in good time for product events such coupon payments, redemption and maturity
Create internal reports and get involved in regulatory reporting where necessary to support the operations management and front office
Provide clients with valuation reports on both complex and vanilla products traded with Japanese Clients
Continuously strive to improve the current process and control frame work to mitigate operational risk where possible
Perform middle office tasks and become involved in new initiatives/projects when needed
Experience in Client Services or similar functions within Financial Institution preferred
Product Knowledge in either Fixed Income or Equity derivatives
Familiarity with financial regulation a plus
Strong attention to detail
Good interpersonal skills
Proactive and self motivated

186

Client Services Buyer With English German Resume Examples & Samples

Liaise with sourcing to provide procurement go/ no go on a deal
Lead project/bid planning activities relating to existing or new third party supplier contracts
Enlist support from Sourcing Council leads for engagement of new suppliers and negotiation of IBM Master Agreements
Provide recommendations to client based on Procurement strategy, utilization of Core Suppliers. Global Alliances. GR. etc
Develop and maintain a Procurement Plan which puts in place the appropriate contractual arrangements in place with all in-scope suppliers to address engagement. Transformation of all third party suppliers: transfer and Maintain/Terminate/Renegotiate the inherited contracts (if required). Obtain Client approval and commence activity
Assess ongoing Procurement service levels and associated resource requirements. Highlight any issues to management for resolution
Bid experience

187

Client Services Resume Examples & Samples

Providing ongoing development, coaching and direction to your team members in order to meet objectives and SLA's
Taking ownership of regular performance management activities: 1:1s and performance approvals
Cascading key messages throughout your team to ensure an open and knowledgeable workforce
Participating in analysing staff levels to meet targets and supporting in staff recruitment
Managing client escalations to ensure customer experience is premium
Actively manage call queues to ensure same day service
Completing call and quality monitoring of the team
Ensuring all processes and procedures are undertaken in accordance with Macquarie's ASX and ASIC policies
Ensuring all regulatory requirements are observed
Experience working within the Banking & Financial Services industry
Tertiary Qualifications
Experience within a call centre environment
RG 146 / PS 146 Compliant

188

Team Ld, Client Services Resume Examples & Samples

High school/secondary school or the equivalent combination of education and experience is required; bachelor s degree preferred
Typically requires 7+ years of total work experience, preferably in brokerage
Applicable FINRA licenses preferred (e.g., Series 7, 63, etc.)

189

CIB Investor Services Client Services Account Manager VP Frankfurt Resume Examples & Samples

Accountable for managing the current activities and strategic direction of a single client relationship, or group of client relationships. The role includes
Managing the day to day client relationship and their satisfaction
Partnering with internal groups including Operations, Sales, Relationship Management and Product to ensure the function provides a best in class service experience and maintains an "end to end" approach and view of our service quality to the client
Define and manage the governance process for the client and across the regions, including service, performance metrics, regulatory requirements, risk & controls
Executing against the Client Service strategic agenda
Maintain a comprehensive understanding of market, vendor and regulatory implications to effectively advise clients of the implications to their operating environment
Manage a governance process of service disciplines, with agreed service standards, managing against core and
Outstanding client management skills (preferably 1O+ years) and direct experience in dealing with this client segment BA (or equivalent), MBA or CPA desired or apprenticeship in Banking
Strong executive presence, strategic thinking and influencing skills (both within JPMorgan and influencing the client) Deep product and operating knowledge across Custody, Fund Admin, Financial Reporting, general operations and technology
Capability to quickly grasp new products and developing new business requirements Demonstrated ability to work collaboratively and develop strong partnerships
Willingness to challenge the status quo and drive better outcomes for our clients Proficiency in change and process management
Strong programme management skills Strong organizational and planning skill sets
Excellent German and English language skills

190

Gtb-asia Depositary Receipts Client Services Resume Examples & Samples

Act as a single point of contact for our client base - liaison with other Deutsche Bank business areas
Advising clients on the activity in their depositary receipt program
Coordination and hosting of regular program status meetings at the offices of the client
Completing required regulatory controls and reporting functions
Providing assistance and clarification to our client base with regards to the dividend payment process, annual general meetings, proxy voting and other such corporate actions
“Translation” of local market corporate events in order to advise our clients as to their impact on the depositary receipt program
Liaison with the relevant stock exchanges and communication of exchange listing requirements
Development of an Investor Relations strategy in conjunction with the client to target the depositary receipt holders
Development of an Investor Relations strategy for our clients in conjunction with the Deutsche Bank Equity business where appropriate (roadshow capabilities, Deutsche Bank sponsored conferences, quarterly results conference calls etc.)
Advising clients on the appointment and hosting of “beauty parade” of potential Investor Relations consultancy firms where appropriate
Promotion of the client depositary receipt program through announcements, advertisements and newswire releases
Assistance in the proactive flow of information between the client and their investors
Provision of guidance and training to our client base on the client website
Provision of training for company representatives at periodic group training sessions or through specific “one-on-one” sessions
Building a network of relationships within Deutsche Bank in order to obtain a detailed understanding of the overall Deutsche Bank relationship with each of our corporate clients (across Equity Research, Global Banking Division, Global Corporate Finance etc.)
Preparation of regular “white papers” and bulletins on topics of interest for distribution to our client base
Discovery and management of varied external service vendors (data content, investor relations consultancies etc) that will be of use and interest to our corporate client base
Provision of monthly client program reporting

191

Gpc-client Services Support Resume Examples & Samples

Liaison between Ops and Technology on CCF/CSD/SECORE/CDS system enhancements
Input, review, and test enhancements and entitlements to above systems
Perform specialized CSO functions that can be handled more efficiently by the Support team
Perform controls and track risk metrics for the department to mitigate losses
Review daily MIS reports and follow up and problem resolution
Monitor reports to ensure adherence to audit, RCSA, and control policies
Subject matter expert for functions migrated to India. Provide training, document procedures and provide ongoing escalation support
Quality control on functions performed by the India Team as well as metrics associated with client activity
Subject matter expert in assigned function
Reconciliation of balances functions
Produce reports for internal and/or external distribution
Participate in short and long-term projects
Participate in testing of new features/functions
Well-developed working knowledge of the business and the upstream/downstream influences
Understanding of the needs of the client
Ability to maintain database information
Deep understanding of the product/process/project that they support
Fully understand and implement Citigroup’s values
Responsibility to our clients, to each other and to our franchise
Ability to prioritize and multitask assigned work effectively to complete all activities within SLA timelines with 100% accuracy
Should have superior knowledge and experience of Excel, Access and other MS Software tools
Should be able to plan and execute daily BAU activities effectively to achieve team goals
Review daily MIS reports for aged items and follow-up to ensure timely resolution
Liaison between Global Settlements, Reconciliations and Operations for Client Delivery problem identification and resolution
Prioritize and coordinate daily workflow to ensure operating efficiencies are achieved, productivity levels are met and metrics reflect quality delivery
Provide support to assist CSOs in providing high level of service to the client
Provide superior service and timely resolution for issues
Work independently and efficiently to achieve a high level of productivity
Interface with Relationship/Account and Product Management for problem resolution
Oversee daily workflow, ensure daily efficiency, service and control
Subject matter expert in assigned areas
Train others and provide feedback to ensure 100% cross training for team
Business Knowledge
Client Management/Support
Communication
Compliance
Database Administration
Documentation
Leadership
Management
Organizational Review
Professional Knowledge
Project Administration
Project Delivery
Reporting and Analysis
Resource Management
Risk Management
Systems Support
Teamwork
Technical Responsibilities/Capabilities
Training
Education: Bachelor's degree or equivalent experience
3-7 years experience in relevant field
Expert level proficiency in Windows and MS Office Suite
Proven success as a team player

192

Client Services Senior Program Manager, SMB Resume Examples & Samples

Coach and develop internal and external stakeholder to raise the bar
Become an expert in small business products and solutions, both free and paid
Support and lead strategic initiatives to grow our business through reactive and proactive service initiatives
Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders, including the ability to synthesize feedback and adjust plans accordingly
Minimum 6 years of diverse experience in scalable operations ideally with experience in managing internal and external (3rd party vendor partners) stakeholders to drive results
Excellent communicator tailored to target audience and strong interpersonal skills who knows how to build successful relationships based on collaboration
Ability to hold oneself accountable for work output

193

Senior Coordinator, Client Services Resume Examples & Samples

Own digital info for SPHE / Domestic 3rd Party
Experience with studio digital content and/or digital-distribution platform a plus
Experience with workflow management and process optimization
Extremely detailed oriented and organized. Can handle large volumes of complex information
A desire to grow and learn in a fast-paced, innovative team
Comfort with managing large amounts of data in Microsoft Excel
Comfort with ambiguity with an understanding of when to push for needed detail
Able to handle multiple tasks and adapt to changes in priority and/or direction easily
Self-starter, who proactively identifies gaps and structures actions to address
Strong communication skills, particularly around clarification of complex information (AKA asking lots of questions)
Strong problem solving skills as well as an appetite for troubleshooting
Knowledge of digital distribution is a plus
Interest in enjoying movies and TV shows on digital platforms is a strong plus
Sony Pictures - CA - Culver City Area & Studios

194

FC Client Services Rep I-hours Resume Examples & Samples

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

195

Client Services Program Manager Resume Examples & Samples

Manages people for programs or projects involving department or cross-functional teams focused on the delivery of projects and/or programs into a finished state
Plans and directs schedules as well as project budgets
Ensures the ongoing process/system capability associated with projects and manages any changes required to meet or exceed the expectations established in project deliverables
Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives
Implements strategic policies when selecting methods, techniques, and evaluation criteria for obtaining results
Establishes and assures adherence to budget, schedules, work plans, and performance requirements
Regularly interacts with senior management or executive levels on matters concerning several functional areas, divisions, and/or customers
Design and analyze reports per program specifications in order to track trends and make strategic recommendations to Director of Client Services
Responsible for the management and coordination or tasks assigned to sales, operations, systems, training, etc. within appropriate timelines/deadlines (I.e. List builds, IT requests, client deliverables, staffing) per the program SOW
Responsible for client invoicing and budgeting
Responsible for design and execution of all program components including campaign design, client output, etc
Act as primary client contact and professionally handle all client requests
Think critically with emphasis on strategy, not just tactics to manage and meet client and program expectations
Adhere to company policy and guidelines
Demonstrated leadership abilities to effectively manage a cross-functional client driven team
Excellent verbal and written communication and listening skills
Strong computer and keyboard ability with advanced knowledge in Microsoft Office Suite including Word, Excel and Outlook
Excellent interpersonal and rapport building skills with ability to quickly engage and build strong relationships
Ability to present in a polished and highly-articulate manner
Demonstrated organizational and time management skills with ability to manage programs effectively
Ability to perform in high-pressure and fast-paced environment and handle multiple tasks simultaneously

196

Client Services Supervisor Resume Examples & Samples

Lead Account Manager Team to work with sales & marketing management and staff to ensure service department is meeting the needs of the clients and sales & marketing teams. Ensure sound relationships with outside vendors and between AFG service teams, sales team, marketers and all other related departments
Promote both personal and professional development with each Account Manager through our leadership development programs that builds an individual’s strengths in order to create additional and future leaders from with the organization. Will need to travel between our Madison and Waukesha locations
Oversight and/or Management of service and processing needs of the department in a manner that is profitable and in line with industry cost expectations and the budget

197

Consultant Client Services Resume Examples & Samples

Client Service
Act as the first point of contact for transactional and administrative banking issues to external Clients i.e. is the accessibility of the consultant to the client either telephonically, via fax or email as staff are predominantly office bound
Utilize full range of CIBW systems available to ensure Client satisfaction at first contact wherever possible
Work closely with the other members of the Servicing Unit to deliver outstanding performance
Self Development
Continuously look for opportunities to further develop skills and knowledge base

198

Commercial Client Services Implementation Specialist Resume Examples & Samples

Develops and maintains project plans for new Cash Management and Depository Relationships to ensure that target implementation dates are met
Manages communication with sales, service and relationship management throughout the implementation process
Manages communication with clients throughout the implementation process
Acts as liaison with operations areas in the opening of new Cash Management and Depository products and services. Expertise of Cash Management products and systems will enhance the specialist’s ability to easily manage relationships with operations areas and ensures immediate action and resolution of problems that may arise during the implementation process
Adhere to Bank’s security and audit procedures as well as industry rules and regulations
Coordinates system testing and training as required
Knowledge of general banking services and bank operations

199

CIB Operations Prime Client Services Resume Examples & Samples

Representing the Prime Client Services team in the wider Equities MO management team
Liaising with the Front Office and Middle Office teams on day to day controls and issues
Practicing changes and driving efficiency
Ensuring global and regional targets are met
6 – 8 years’ experience in an investment banking environment, with middle office/ product control/ project experience
Experience in driving global initiatives and affecting change in a large organization
Strong proficiency with Microsoft Office software. Knowledge of Microsoft Project, Visio would be a plus
Excellent communication skills; fluency in English required – both written and verbal. Mandarin is a plus
Strong interpersonal skills and positive, flexible attitude
Strong root-cause analysis skills
Willingness to recognise and own problems, and initiate actions to solve them

200

Health & Welfare Client Services Senior Manager Resume Examples & Samples

Serves as a leader of large health and welfare administration delivery group
Ensures health and welfare administration delivery group follows best practice and is compliant
Responsible for business retention and operations readiness of all clients
Subject matter expert in health and welfare administration
Oversees health and welfare managers to ensure client satisfaction is maintained and service level agreements are met in a timely manner. ,
Implement an action plan and lead team to green, if service delivery issues arise
Ensures administration standards and best practices are followed in accordance with scope of services and practice standards
Ensures new clients are operational within established guidelines, processes and time frames
Oversees highly complex and difficult client engagements with success
Contributes to the financial success of the organization
Mentors and effectively train staff
Takes ownership of group and is an effective leader
Recognizes and rewards effective performance; identifies and takes corrective action with performance problems
Works with offshore management and teams to ensure effective and compliant delivery
Minimum of 10 years of total related experience in health & welfare administration
In-depth knowledge of discipline/practice area
Project management skills and leadership experience of large teams
Strong management and supervisory experience
MS Office - required

201

Ct Team Leader Client Services Resume Examples & Samples

Actively support the growth of the business by ensuring excellent client service and building effective relationships with clients
Ensure a smooth deal onboarding experience for clients and that client expectations are well understood and managed. Support the Sales and Relationship Management teams as necessary during the sales process
Educate the Luxembourg management team on the Corporate Trust clients and service offering gaining support for the growth of the CT business in Luxembourg
Good knowledge of Corporate Trust products and services
Clear, articulate and concise verbal and written communication skills
Strong leadership and people management skills
Ability to multi-task and prioritise workload, strong time-management skills
Good networker with the ability to work with all levels of the organisation
Ability to understand and resolve or escalate issues quickly

202

Client Services Engineer Resume Examples & Samples

3-5 years experience with engineering desktop/client solutions
3-5 years engineering solutions for desktop/laptop image deployment with Microsoft SCCM 2007/2012
3-5 years experience with client patch deployment and compliance
1-2 years experience with Microsoft Active Directory, specifically with Group Policy administration of client side behavior
3-5 years experience with scripting utilizing VBScript and Powershell
3-5 years experience troubleshooting multiple hardware vendors (Dell/Lenovo preferred)
3-5 years experience packaging application MSI’s/MST’s/MSP’s using Installshield/Orca
3-5 years experience in depth troubleshooting of Windows operating systems (Windows XP, Windows Vista, and Windows 7) including troubleshooting of registry/permissions and creating shims for compatibility
LI-UP

203

Digital Client Services Sales Manager Resume Examples & Samples

Minimum 2-years-management experience in sales, client relations or related field
Experience with digital technologies, including social media, online advertising, digital marketing, web, email marketing
Requires a highly professional communication skillset, including excellent grammar, copywriting, spelling accuracy, and excellent phone & conversation skills
Must be able to maintain composure in stressful situations, and be proficient in finding solutions and diffusing angry or upset customers and sales teams
Understanding of digital analytics and reporting tools is a plus

204

Transaction Services Intermediate Analyst Client Services Resume Examples & Samples

Documentation reviews of standard Citi documents, local, legal and due diligence requirements, reporting deficiencies or providing account opening approval within tight SLA timeframes
Provide information and provide solutions to customers as the first / dedicated point of contact
Documentation lodgement upon completion of account opening/product set-up / maintenance
A minimum of 3/4 years banking experience
Experience of working in a process driven, documentation or legal environment
Proven ability to establish and maintain business partnerships and client relationships
Prior client on-boarding experience preferable
3rd level degree in Business or other relevant discipline
Impeccable integrity and judgement

205

Client Services Assistant Manager Resume Examples & Samples

The ability to work autonomously and as part of a team with particular emphasis on successfully building collaborative relationships internally and externally
Proven ability to work efficiently and accurately demonstrating attention to detail and follow through. Ability to prioritise tasks and meet deadlines
Strong numeracy skills, analytical and problem solving skills
Computer knowledge and skills, familiarity with applications, capable user of the MS Office suite

206

Client Services Technologist Resume Examples & Samples

Support tools and technical solutions managing all IT Assets (hardware/software)
Support software inventory, delivery, updates, patch management to all desktop clients
Develop custom packages as part of software delivery
Provide knowledge transfer and training to technical resources
Provide troubleshooting expertise for various desktop, laptop, virtual desktop and mobile issues
Develop and maintain close relationships with technology partners, vendors and suppliers
Perform consultation; implementation, documentation and knowledge transfer sessions, specifically focusing on IT Asset Management and Software Delivery
Bachelor’s degree in computer science or engineering related field or equivalent work experience
3-5 years’ experience in overall IT
3-5 years developing, supporting IT Asset Management and Software Delivery solutions for Windows and Apple Mac platforms, specifically focusing on Microsoft SCCM or similar and technologically current client management solutions
2-3 years of experience with Windows and Apple hardware/software support overall
Technical certifications (i.e., A+ Certification, Microsoft MCSE or Equivalent)
Scripting and debugging skillset
Advanced Knowledge of Shell Scripting, Hardware, Virtualization, Patching, Performance Monitoring, Security, SQL query writing/troubleshooting, DNS, and Systems Optimization desired
Ability to grasp new technology concepts quickly and assist others in understanding them as well
Excellent presentation, communication and documentation skills
Good ability to handle multiple tasks and prioritize work in order to maintain required productivity levels with low to moderate supervision
Must be detailed in documenting information and practice good follow through techniques
Excellent problem solving abilities, coupled with a desire to take on responsibility
Due to the 24x7 operations of the business, must be able to work a flexible work schedule, may include nights, weekends, holidays, etc
Ability and motivation to learn new technologies quickly and with minimal support and guidance
Ability to work productively in and with global teams

207

VP Client Services & Business Operations Resume Examples & Samples

Develop annual business plans to continually improve warehouse performance, demand planning accuracy and supply chain reliability
Develop early warning indictors to highlight potential future deviations from plan
Shorten lead times and improve delivery performance
Oversee all aspects of the warehouse operations function
Manage maintenance for warehouse systems and buildings, including offices
10+ years’ managerial experience in a progressively responsible warehouse management, strategic procurement or demand planning role
Bachelor’s degree in Business Administration or related discipline
Strong understanding of forecasting and capacity planning is critical
Ability to be a strategic and tactical leader who is comfortable establishing, communicating and “hands-on” implementing vision and deliverables
Ability to develop and lead a team of professionals, distributing decision making while continually monitoring over effectiveness of individuals and the organization
Strong business and commercial acumen combined with outstanding negotiation/influencing expertise, strong analytical ability to identify and exploit key opportunities and highly developed communication skills
Expert level 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
Expert level execution skills - ability to coordinate mutually agreed expectations of what is promised to the customer into measureable business results
Ability to manage and develop a team of 10 or more employees, including direct and indirect reports

208

Client Services Senior Analyst Resume Examples & Samples

Analyze data and provide recommendations to business leadership (VP, SVP) on future planning of account activities
Generate reports for IN marketing leadership and client detailing program performance, trends and competitive information
Continually analyze industry and category trends and market activities. Provide to IN management and client on a regular basis
Develop process and best practices for field reporting
Assist with account growth initiatives and building recommendations for client presentations
2-4 years of experience in Data Analysis, Trending, Event Planning in the CPG, CE or Digital Marketing Categories
Excellent written communication and verbal communication skills
Strong Analytical and research skills
Solid experience as a Strategic Partner to Management and Leadership
Ability to gather data, to compile information, and prepare reports
Ability to ensure a high level of service and quality is maintained
Strong computer skills including proficiency with Microsoft Office Suite, with Advanced Excel, & PowerPoint proficiency

209

Associate Prime Brokerage Client Services Resume Examples & Samples

Ensuring accuracy and consistency in accounting and client reporting provided by Morgan Stanley
Chartered Accountant or M.B.A. from reputed Institutes
Excellent analytical skills to work on capital market products
Ability to anticipate and provide solutions to complex business and operational problems
Fluency in English and excellent articulation skills to present own views while dealing with
Previous experience in capital markets
Certification in NCFM modules or similar
Enthusiasm to volunteer for planning, organizing and participating in events held by the

210

VP, Client Services & Operations Resume Examples & Samples

Ten (10) years of sales experience working in school districts and/or with school administrations OR Equivalent combination of education and experience
Clear career progression that includes leading and growing a team
Proven track record of quantifiable accomplishments
Strong leadership – people, project, and thought
Persuasive verbal and written communication
Consultative selling
Strategic and analytical problem-solving
Ability to travel 50% of the time
Ability to pass required background
Educational Industry experience

211

Onelink Client Services Resume Examples & Samples

BS/BA required or equivalent work experience
Positions are based in our Tokyo office
2+ years relevant experience in Account or Project Management role
Proven experience managing Web or localization projects from inception to launch
Japanese native speaker with fluency in English a must along with excellent verbal and written communications skills
Must possess a sense of urgency and the ability to work under pressure
Detail oriented and commitment to the product
Foreign language and localization experience a definite plus

212

Client Services Project Manager Resume Examples & Samples

Bachelor’s Degree or JD degree preferred
Superior written and spoken communication skills in English
Ability to calculate discounts, interest, commissions, proportional percentages. Ability to apply these concepts to develop practical solutions
Working knowledge of electronic and paper discovery operations, including document imaging, printing, metadata coding, and electronic data processing
Proficiency in Microsoft Office (Word, Excel, Outlook); MS Access a plus
Ability to multitask in a fast-paced environment
Work well with people from a variety of different backgrounds and cultures
Build relationships with clients and co-workers
Must work independently and as part of a team
Ability to problem solve and commit to a high level of service

213

Client Services Account Manager Resume Examples & Samples

Minimum Bachelor's Degree from a 4-year college or university
2-5 years experience in client-facing account management / client service representative role in eLearning, website, software or gaming development or localization
Superior written and spoken communication skills in English

214

IT Client Services Technician Resume Examples & Samples

Provide high efficient and dependable onsite/remote desktop support for all client end users
Proven record of Diagnosing, troubleshooting and resolving end users issues for company owned desktops, laptops, mobile devices and printers
Provide consistent high level customer service
Actively manage ticket queue, driven by SLA and customer satisfaction
Self-Motivated, ability to work by yourself to produce results
Assist client end users in the use of commonly used approved company standard software and operating systems
Positive and professional attitude
Capable to grasp new concepts quickly
Actively participate in team meetings and offer suggestions in improvements in ITCS department
Assemble and configure computers in a depot environment
Work with external Vendors to ensure outstanding work orders are resolved or outstanding issues are being addressed
Participate in various IT wide teams for either implementing new technologies/services or in response to IT emergencies
Multitask in high pressure situations
5 – 7 years’ of proven Desktop and Remote Support experience
3 - 5 years’ experience Windows 7 & 10, Office 2010, 2013 and 2016
3 – 5 years’ experience MAC OSX Yosemite and El Capitan, Office 2011 and 2016
Diagnose, troubleshoot and repair peripheral and mobile devices
Firm understanding of TCP/IP communication, Exchange and AD environment
Extremely strong troubleshooting skills for hardware and software in a corporate environment

215

Client Services Leader Resume Examples & Samples

Develops and nurtures key client relationships Primary company contact on the project or programs
Has full managerial responsibility for all aspects of the project including negotiating extras, cost control, staffing, quality control and cash management
Estimates fees, determines scope of work, and prepares proposals and contracts on large or multiple projects
Actively analyzes and manages client’s budget, schedule and program; HNTB budget and schedule; project communications and documentation
Satisfies client requirements by conducting routine client audits Coordinates work efforts and reviews work performed
Responsible for managing and delivering quality mega projects on-time, within budget and to the satisfaction of the client
Identifies and markets additional business opportunities with key clients
Bachelor’s degree in Civil Engineering or related discipline
15 years related experience on civil infrastructure projects
LI-CD

216

Team Leader, Client Services Resume Examples & Samples

Manage and control the team’s workload to ensure that quality and internal/external timescales are achieved
Project Management of the full range of services for key Fisher clients on an ongoing basis. The Team Leader PM will also be responsible for overall management of the full range of services provided to major clients. This will include leadership of cross functional teams at Fisher
Line management of Project Managers and Coordinators. Provision of knowledge and advice to direct reports on technical aspects of new project set up and ongoing management
The role requires an in depth understanding of clinical trials supplies and the services that Fisher Clinical Services is able to provide and an ability to manage the delivery of all of these services to a client
Under the direction of the Manager to participate in the regular review and updating of the sections SOP’s ensuring direct reports are trained or made aware of any changes and communicating with others who may be impacted by the change
The role requires competent use of Fisher systems and SOPs and will be required to perform to Fisher Quality standards and timelines
Contribute in the recruitment, Training and Development of team and responsible for their performance appraisal and management
Work with Manager on department business planning, budgeting, recruitment and organisation
Assessment of training needs for team and responsibility for ensuring that the team receives the appropriate level of training
Ensuring the team delivers Assessment of clinical protocol and other client supplied study specifications and contracts in conjunction with Proposals Group, FACTS Technical Group, Distribution, Operations and procurement to help design Supply Chain solutions to meet the needs of the trial. Provision of data and technical input to the Proposals group to help in the creation of proposals
Working with the client to finalise specifications. This may include Project meetings at the client site or at Fisher. Representation at bid defence meetings or other kick-off meetings as required by the client
Coordination and communication of all relevant activities, both internal and external, to ensure that all services and products are ready for the start of the study or as required by the client
Wherever appropriate, to be accountable for managing the integration of all services to ensure optimum supply chain service in accordance with study/project timelines
Use of appropriate project planning tools e.g. Microsoft Project to communicate milestones and critical path activities and responsibilities
Work with Scheduling to optimise the production of clinical supplies – balancing the client requirements with best use of available production capacity
Full commercial responsibilities for all aspects of the project, including invoicing and contract management. Maximise revenue recognition. Monitor change in scope of contracts and raise project change notifications where appropriate
GCSE or Equivalent in relevant subjects
Qualifications within the Project Management and/or Clinical Trial area
Relevant experience of clinical trials which must include handling complex protocols, key clients and business objectives
Able to prioritise teams workload and to ensure others meet timescales
Able to analyse problems and define solutions
Ability to influence others to achieve objectives, good written and verbal communication skills
Able to work under pressure and to support others within the team
Flexible and adaptable with strong customer management skills

217

Client Services Resume Examples & Samples

Processing all client bank transfers in / out of IW&I
Processing of cheque lodgements and issues
Issuing of Lodgements report on a daily basis
Issuing of Client Money Receipts and Third Party payments receipts
Strict adherence to Compliance and Investec's Group policies and team specific procedures
Working closely with all members of the client services team
Liaising with clients, front office staff and other support functions
Being a team player but also capable of working on their own initiative
Assisting with all administration functions within the team
Provide assistance and support to all Wealth Managers in their day to day roles and activities
Minimum of 1/2 year experience in a financial services environment
Third level Degree
A working knowledge of AML requirements would be desirable
QFA would be of benefit
Professional and proactive approach to work
Excellent interpersonal skills and customer service orientation
Person should have a strong sense of responsibility
A strong ability to prioritise tasks and adhere to tight deadlines

218

Signature Client Services Client Account Representative Resume Examples & Samples

Resolve or negotiate “win-win” solutions to client issues directly or by consulting with appropriate resources
Document and track significant client discussions or complaints; maintain current client contract records and follow-up as appropriate
Recognize and devote special attention to endangered/ pampered cases
Ensure all members of customer base are informed of significant issues
Build and maintain solid relationships with customer base
Monitor, control and minimize outstanding suspense account items
Contribute to the work systems improvement of the department by identifying barriers and providing input to solutions
Identify trends and patterns of client

219

Client Services & Support Engineer Resume Examples & Samples

Strong quantitative and analytical problem solving skills are required
Candidates must have strong communication and organizational skills
Capable of working and learning both independently as well as part of a team
Strong problem solving skills, good organizational skills, strong customer support ethic, and strong
Some business travel is required
BA degree and 2+ years of experience in Structured Finance and fixed income markets
Excellent Excel skills, knowledge of VBA/ SQL or other scripting languages a plus

220

Integrated Client Services Team Leader Resume Examples & Samples

Develops and maintains knowledge of regulations and adjusts processes in response to modifications of the regulatory requirements. Ensures compliance with applicable regulations concerning the business. Manages crew to support FINRA and SEC guidelines and meet departmental Written Supervisory Procedures. Obtains required licensing and maintains licensing status through continuing education requirements. Attends and completes all required training
Monitors crew to ensure they are protecting client’s confidential information and reporting all privacy incidents and/or fraud through the appropriate channels. Implements effective controls for departmental processes and procedures to mitigate risk to clients and the business
Develops, initiates, and completes project work. Owns department specific processes and initiatives; is responsible for evaluating, planning, and executing to drive departmental results. Resolves complex shareholder or employee work flow issues at unit and departmental levels. May represent department on company pilot programs. Participates in special projects and performs other duties as assigned
Builds and maintains relationships with peers and other departments to support crew, client, and business needs. Establishes and maintains close working relationships with appropriate internal business partner groups by maintaining open communication channels to ensure a smooth transition of information regarding business activities and resource planning
Monitors and ensures adequate levels of staff availability to respond to shareholder inquiries. Develops processes, procedures, and workflows to improve operational effectiveness, client experience and crew member performance. Effectively manages workflows of both processing and phones, maintains knowledge base of both functional areas, and coaches crew to improve performance in both processing and phones
Contributes to talent efforts, such as diversity initiatives and recruiting. Coaches and develops future talent for ICS and Vanguard as a whole. Creates a culture of highly engaged and motivated Crew. Teaches Investment Professionals about our company structure, philosophy, culture, and career progression opportunities. Ensures that his/her team achieves or exceeds ICS' client, crew and operational goals
Stays current with and shares knowledge of market, economic and business topics and events and serves as an expert resource to Investment Professionals. Coaches Investment Professionals in educating clients on market and investment related questions and events. Identifies and elevates opportunities to better serve the investment needs of prospects/clients
Previous supervisory experience preferred
Strong Leadership Skills
Strong investment and financial industry knowledge

221

Client Services Development Manager, UK&I Resume Examples & Samples

Proven experience in an international business environment in a role for “Managed Services-” or “IT/UC&C-Sales”, B2B-experience essential
Confidence and experience of selling Managed Services or IT-solutions to b & c level
Proven track record in managing a services product portfolio in a B2B environment
Previous experience with a major account sales model, ideally in connection with market development

222

Client Services Sales Leader Resume Examples & Samples

Working with the UX Design Manager and Web Development Manager to scope the most competitive web design projects
Extracting client needs from phone consultations and documenting them properly to create project proposals and quotes
Discover business requirements and documenting clearly to ensure requirements are understood to downstream actors
Ensuring agency web projects are aligned to our business strategy and meet high standards for optimal experiences
Determine the proper tier of web production required to fulfill client requirements and help aid sales to onboard new clients through discussion and proposal creation
Working with sales teams, clients and agency design staff to develop effective user web experiences from concept to completion
Providing optimal solutions to clients, balancing client needs, business constraints and technological realities
Working with the design team to implement new styles, design methods and applications related to the design process

223

Representative Client Services Resume Examples & Samples

COLLABORATE: Business partner with the field sales organization to foster close alignment. Work across internal and external boundaries to ensure success for Cisco and our Customers
LEARN: Constantly self-learning & speed up quickly on the full range of products/services and constantly challenge yourself during your work
EXECUTE: Achieve stretch goals and maintain a support model that focus on incremental growth at an effective cost. Build a sustainable support strategy and demonstrate passion for Cisco’s vision and success
ACCELERATE: Develop a bold strategy for the business that is based on input from multiple sources and promotes short term, as well as long-term success

224

VP-health Care Technology Client Services Resume Examples & Samples

In-depth expertise in Services Operations in support of variable customer configurations of systems
Prior leadership experience in bringing outside resources and internal management together to effect success in a complex industry aimed at assuring consumer satisfaction
Highly developed oral and written communication skills including the ability to interact with senior management and various external contacts are essential
Highly seasoned customer service and operations executive with a reputation for developing and managing “world class” customer service and operations, including leading enterprise software implementations within an enterprise environment
Must have proven experience leading transformation and being a Change Agent within an enterprise environment
Healthcare industry experience strongly preferred
Health Plan experience desired (Cigna, Aetna, BCBC etc)
Prior experience managing a book of revenue 50M or more

225

Associate Director, Client Services Resume Examples & Samples

A minimum of 5 years of Pharmacy Benefit Management (Account Management) experience
A minimum of 5 years Project Management experience (implementation)
Ability to multitask to resolution/completion
Experience managing direct reports
Lead and develop others within a team environment
Ability to problem solve/formulate solutions from experience or research
Presentation skills required
Intermediate knowledge of Excel and Access preferred
Online reporting database experience required
Reporting analysis and providing consultative service to clients preferred

226

Analyst, Client Services Resume Examples & Samples

Work within a team dynamic to produce client deliverables leveraging various resources within the firm
Assist the Relationship Management Group with special projects, client requests, and recurring client deliverables
Must be proficient in Microsoft Office applications preferably Excel

227

Specialist V Loan Client Services Resume Examples & Samples

Managing, facilitating and repsonding to all Executive Client Relation complaints for Loan Services including Governtment complaints from the CFPB, OCC, AG, ect
CDIA data furnisher certified for FCRA
Accurately articulate in written form issues and solutions as it relates to complaints with loan and collections processes
Partner effectively with compliance, legal and Executive Cllient Relations personnel
Perform accurate and timely processing of credit bureau disputes received from credit reporting agencies and disputes received internally for accounts housed on ALS, CLS, Hogan, TSYS, ASF, and CACS/CAS systems
Research and resolve of Credit Bureau Rejects and Errors
Accurate and timely processing of Cease and Desist requests
Accurate and timely processing of Chex System Disputes
Analyzes and review of military orders for accounts housed in ALS, CLS, Hogan, TSYS; Processing and maintenance of accounts housed on ALS for Service Members’ Civil Relief Act (SCRA)
Research and respond to Qualified Written Requests as they pertain to the Real Estate Settlement Procedure Act (RESPA)
Processing of Fraud resolution transactions and rebooks of new loans
Accurate and timely processing of Consumer and Commercial Damage Claim Processing
Researche requests to appropriate conclusion and effectively communicate the results
Diminish risk to corporation by ensuring regulatory and risk compliance
Take inbound Line of Business, Branch and Call Center phone calls with regards to function performed
Promote virtual team cohesiveness and cross site partnering
Contribute continuous improvement ideas
Comply with all Loan Services procedures as outlined in operating instructions, procedures and policies
Meet minimum individual and departmental goals and service level agreements
Responsible for onbaording and coaching new team members
Provides feedback and input to manager for team member performance review
Review workflow in all queues in Key View, AT Task and email boxes to ensure workflow items are handled within service level statndards
Demonstrated integrity and value commitment
Demonstrated sound judgment and decision making capabilities
Displayed sense of ownership in relation to attitude and actions, assignments and event outcomes
Strong time management and prioritization skills
Excellent interpersonal and motivation skills
Proven ability to handle change
Strong knowledge and understanding of Consumer Compliance Regulations
Undergraduate degree or equivalent
Advanced knowledge of Word, Excel, PowerPoint, Lotus Notes and Sharepoint
Solid knowledge of Accounting principles
Good knowledge of banking policies, procedures and governmental regulations
Ability to perform complex research activities to a successful conclusion
Proven ability to handle all customer service inquires and diffuse difficult customer situations independently
Ability to adapt to new ideas in a changing environment
Provides world class customer service to internal and external customers through total adherence to the Key Values
Proven ability to stay focused in a continuous process flow and keep pace in high volume production environment

228

Client Services Sales Account Executive Resume Examples & Samples

0-3 years sales experience preferred, phone sales a plus
Effective time management skills, with strong organization and prioritization abilities
Strong knowledge of PC software programs, specifically Microsoft Word, Excel and Lotus Notes

229

Client Services Resume Examples & Samples

High School Diploma required
2 years customer service experience required; Prior Real Estate strongly preferred
Technologically proficient in all areas including but not limited to: familiarity with various operating systems on PCs and Macs and ability to navigate computer software and hardware
Ability to learn new software programs on an as needed basis, skillful in using the following programs including, but not limited to: Microsoft office programs such as Outlook, Word, Excel, PowerPoint, and Publisher, and Adobe programs such as Adobe Acrobat
Creative problem solving skills
Ability to communicate with different audiences to convey message successfully and to change gear quickly to support different customers
Ability to multi-task, prioritize and be flexible with changing business needs in a team environment as well as manage deadlines and time constraints
Customer focused, delivery oriented, good team member, values honesty and integrity
Travel to other nearby offices is required multiple times per week. Must have reliable transportation
Scheduled hours are based on business need

230

Client Services Resume Examples & Samples

Follow up on Deals in Red
Scan Live checks in InDoc and send Live checks to Deerfield Service Center
Scan earnest Money releases in InDoc
Scan closing checks into Check 21
Order signs
Schedule Tours
Send Thank you emails
Travel to other nearby offices may be required on an occasional basis

231

Client Services Account Manager Resume Examples & Samples

Work closely with client to report metrics, concerns, contract requirements
Work closely with Report Analyst to develop and report trends, metrics of contract
Present metrics face to face with Client Represent client internally and coordinate with other functions
3+ years’ experience in account management
3+ years’ experience presenting to groups
2+ years of experience managing projects
Experience managing clients in the health care industry
Prior experience analyzing reports MS Office Proficiency
Ability to travel 25% of the time throughout the State of Ohio
1+ years Medicare / Medicaid experience
Nursing Home experience

232

Coordinator, Client Services Resume Examples & Samples

Responsible for trafficking and verifying audio, metadata, and artwork in accordance with production deadlines, content guidelines, and DSP style guide conventions
Manage audio product logistics; ensuring high volumes of content is delivered in a timely manner and to required specifications, using Orchard technology systems & industry standard metadata guidelines to a high level
Content and metadata management including processing deletions and take downs, adjusting territorial restrictions, perform store compliance checks, and taking appropriate action to correct errors and process and monitor metadata tickets at DSP’s
Answering a high volume of incoming emails and phone calls from clients, within 48 business hours of receipt
Managing client data and outreach projects per the specifications and deadlines
Liaising with all departments (particularly Accounting, YouTube/UGC, Operations, Deliveries, etc.) to meet client needs
Troubleshoot all various clients’ issues and needs as part of a support team working as a single point of contact for a large volume of distributed clients
Position is customer service focused, requiring excellent internal and external communication skills and professional diplomacy
Supreme attention to detail, multi-tasking, and follow-through skills required
Experience with digital music platforms
Music or media industry experience preferred
Patient and empathetic with all clients
An effective communicator throughout various mediums
Resourceful and takes initiative- an expert troubleshooter
Passionate about music and media
Bi-lingual English / Spanish is a plus

233

Client Services Director Resume Examples & Samples

6+ years of direct hands on experience (or related results) leading client delivery, multiple markets/products, software implementation, varying levels of complexity
Project management, consulting experience required
Payer experience; healthplan experience within Provider Network mgmt or related functions (IT, Healthplan Care management or Ops)
Demonstrated leadership, management and motivational skills required
Excellent interpersonal skills required
Strong understanding of software applications required
Excellent understanding of the Software Development Life Cycle (SDLC) required
Strong understanding of system integration
Ability to travel to client site (30% - 35% travel) required - Eastern seaboard
Thorough knowledge of project management
Working knowledge of funding proposals. Collaborative, customer-focused and able to create visible value
P&L experience preferred
Experience leading teams
Experience implementing software solutions
Experience in Provider Network Operations
Establishes credibility quickly with external and internal customers

234

Team Member, Client Services Resume Examples & Samples

Work efficiently and accurately to process customer transactions
Ability to answer client enquiries as quickly and efficiently as possible
Take ownership of customer complaints and suggest ideas for improvement
Responsible for maintaining quality and compliance with ANZ & regulatory requirements
Excellent customer communication skills with prior customer service experience
Solid understanding of bank systems, products, policies, procedures and services
Ability to manage systems, logistics and processes to improve operational support
Coaching and development background

235

Loan Client Services Resume Examples & Samples

Balance general ledger entries via Automated Posting Application (APA) to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner
Post DDA and General Ledger entries via APA to Hogan system, send out cashier checks and process outgoing wires as needed based on service requests
Process requests received via Service Request Tracking System (SRTS), databases and KeyView system including Fee Waiver requests and changes to indicative account information. This would also include transactions such as reapplication of payments, research of missing or misapplied payments, and producing payment history statements
Perform maintenance transactions on CLS including, but not limited to, setting up borrowing base ticklers, Advance Paydown ticklers and other monetary and indicative system changes
High school diploma
Familiarity with commercial loan servicing, specifically in the AFS loan servicing system
Proficiency in the following systems: Hogan, CLS, Lotus Notes, Microsoft Outlook, KeyView Deluxe is preferred
1+ years related job experience with knowledge of bank loan and deposit products is preferred
Excellent written and verbal communication skills
Demonstrated problem/solving and decision making

236

Client Services Assistant, Private Bank Resume Examples & Samples

Focus on compliance and attention to detail
Strong communication skills and Client Services background
ANZ Private Products, systems and processes experience
Exposure to financial planning or advice

237

Client Services Operations Specialist Resume Examples & Samples

5+ years of relevant Life Sciences industry knowledge in lieu of college degree
Good organizational and communication skills
Ability to multitask and handle multiple deadlines
Proven leadership skills
Troubleshooting and problem solving
Ability to successfully complete assigned services training

238

Client Services Resume Examples & Samples

High School Diploma required. Associates or Bachelor’s degree preferred
2 years customer service experience required; 1-2 years supervisor experience preferred; Prior Real Estate strongly preferred. Ability to provide feedback to employee through coaching and training to further their success and a willingness to motivate staff; a leader by example willing to take on additional duties as needed
Travel to other nearby offices is required occasionally and requires reliable transportation

239

Team Leader, Client Services Resume Examples & Samples

Acts as a single point of contact ensuring end to end delivery of multiple projects
Schedules and leads project kick-off meetings and facilitates ongoing status calls with internal and external customers
Responsible for executing a project plan including project deliverables and associated timelines
Responsible for project resourcing and maintaining strong working relationships with all the operational departments supporting service delivery
Identify and manage risks impacting the project budget, scope and/or timelines and implement mitigation plans
Accountable for driving the resolution of roadblocks by engaging operational primes required to solve problems in a timely manner. This includes escalating to various levels of management
Manages all internal and external communications including providing regular status updates to customers, generating reports or scorecards and implementing change management if required
Creates, maintains and communicates spreadsheets required to track all pertinent order information
Responsible for preparing and communicating executive project status updates
Acts as a subject matter expert supporting the sales and marketing teams with new product introductions (NPIs)
Manages the implementation of non standard solutions (CSAPS)
Proficient in Project Management methodology
3-5 years previous experience as a Project Manager
Experience dealing with external customers, managing communications and facilitating meetings/conference calls
Strong communications skills and ability to influence and engage cross functional teams
Ability to act as the sponsor and customer advocate throughout the project lifecycle
Ability to work on multiple projects concurrently within a rapid changing environment
Strong problem solving skills and keen business acumen
Strong computer proficiency with Microsoft Office tools (Word, Excel & Powerpoint,)
In depth knowledge of Bell Data/BB/IPVPN products and provisioning processes
Proficient with provisioning systems: EOM, IPACT, COPS, Network Request & PVC OARS
Ability to efficiently work in virtual teams, handling multiple projects with geographically dispersed team members
Fast paced, changing working environment

240

Technical Assistant Client Services Resume Examples & Samples

Maintain appropriate documentation and follow-up appropriately
Prioritize inbound calls and/or perform outbound calls as needed
Integrate new knowledge and practices resulting from training
Respond to written requests for information (via mail and email)
Conduct customer satisfaction surveys via outbound calls and respondent surveys

241

Client Services Assoicate Resume Examples & Samples

Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes
Solicits and receives orders for the Financial Advisor
May enter unsolicited trades at the direction of the Financial Advisor
May service less active accounts
Researches client and security information through the back office system
Processes and follows up on client documentation for proper maintenance of accounts
Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients
Creates and maintains records and files
Ensures required client paperwork is current with firm and industry requirements, rules and regulations
Maintains databases and creates reports using portfolio software programs
Assists Financial Advisors with marketing efforts including seminars, etc
Receives and processes securities
Trains other Service Associates
Receives cross-training and assists with other operational functions as required
Performs other duties and responsibilities as assigned
Company's working structure, policies, mission, and strategies
General office practices, procedures, and methods
Investment concepts, practices and procedures used in the securities industry
Financial markets and products
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Analyzing to be able to research account information
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
Use mathematics sufficient to process account and transaction information
Work independently
Provide a high level of customer service
High School Diploma or equivalent and one (1) to five (5) years securities industry or related work experience preferred

242

Client Services Delivery Analyst Resume Examples & Samples

Comprehends and effectively summarizes technical and non-technical information
Makes sense of complex or lengthy information and summarizes into easily consumable and coherent pieces
Summarizes and explains routine information to immediate team members

243

Client Services Technician Resume Examples & Samples

Assist clients with complex issues providing advice on best practices for the use of MicroEdge products
Configuration and setup of MicroEdge products for client implementations using MySQL and Java
Ability to bring to bear your exceptional technical and analytical skills to solve complex and potentially ambiguous problems, as well as the ability to patiently articulate these options to non-technical audiences (your clients)
Produce tools, reference materials or training for others within the organization
Monitor quality and adherence to standards
Attend meetings and deliver periodic project status updates (both internally and with clients)
Develop and review requirements, design specifications, QA test plans and provide client test recommendations
Analyze client IT architecture, system design and training needs and participate in or lead technical discussions with IT and business contacts
Live on the leading edge of company products and services; must have an ‘early adopter’ mentality
Make recommendations, give direction to others and perform work fairly independently or with minimal supervision
Serve as internal expert - assisting other product specialists and groups for training, implementation and troubleshooting
Occasional overnight domestic travel may be required
Excellent communicator of both verbal and written content, able to negotiate and influence others to action
Expert level client services skills, comfort working with high level corporate clients and the ability to respond quickly to their needs
Expert working knowledge of SQL and a good working knowledge Java
HTML coding and testing experience in a multi-browser environment
Excellent operating systems skill set in Windows environments; Microsoft Office super-user
Proven organizational and multitasking skills, with the ability to effectively prioritize and balance workload
Exceptional analytical, conceptual, and technical skills with an attention to detail
Ability to handle confidential client and company information
Experience working in a corporate environment, preferred
Experience providing high level service for corporate clients preferred
Knowledge of the company’s products and application areas preferred

244

Global Treasury Business Management Unit Client Services Resume Examples & Samples

Work closely with the Front line sales, traders and GT-BMU team lead to understand the product, analyze the requirements and provide a proposal to facilitate the launch of Common Reporting Standard (“CRS”)
Perform a detailed analysis of the business requirements in order to prepare User requirements that can be the basis for the IT solutioning process
As a business stream lead, coordinate the cross-functional team members and activities for one or several business work streams to ensure that the end-to-end processes and controls are considered
Participate in project work which includes being accountable for user acceptance tests as per requirement deliverables including UAT test and conversion plans, test scripts
Responsible in performing adhoc UAT requests that will facilitate CRS rollouts in a timely manner. This will also include preparing and conducting training for new booking methodologies or process/system changes
Maintain a working knowledge of business processes and solution design. Perform gap analysis where known business requirements are not met
Degree in Business management or financial discipline preferred
Familiarity with Treasury products including Fixed Income and FX Cash / Money Market as well as derivative products. Good understanding of the trade lifecycle from front to back office
Experienced with Murex trading platforms which cover modules related to market data, deal booking and life cycle management
Has experience in a function of Business Analyst or Middle / Back Office Team in a Financial or similar environment
Good communication skills and able to handle prioritize and manage business expectations

245

Associate Prime Services Operations Client Services Resume Examples & Samples

Accountable for end to end transaction management lifecycle for their respective client coverage
This includes trade capture, settlement exceptions and cash management
Respond to and resolve client inquiries on a timely manner
Perform root cause analysis for their respective clients to increase straight through process and reduce client inquiries
Partner with account management teams to help change client behavior where required to improve processes
Partner with technology team to help identify internal and external facing technology improvement opportunities
Monitoring & Adhere to daily work flow queues
Provide operations subject matter expertise to clients where required
Time management skills required to meet the internal and external deadlines/cutoffs
Strong business knowledge is preferred / previous experience working in a Prime Brokerage is a plus
Knowledge of FX, Cash Wires, OTC, Listed Derivatives, Corporate Actions and Stock Lending is a plus
Knowledge of Global Markets and Settlement practices/procedures
Excellent verbal and written communication skills and able to communicate with all levels of the business and technical parts of the organization
Operate effectively in a fast paced environment with tight deadlines
Strong MS Office Skills (especially Excel)
Fluent English – written and spoken – is mandatory

246

Technical Client Services Team Leader Resume Examples & Samples

Operate the Service Desk and interact with client. Participate in Incident Management meeting and follow up action
Partner with Relationship Manager on production issues and changes
Capable to speak with business users

247

ERC Process Lead-client Services Resume Examples & Samples

Daily workflow management to administer the call, ticket and rotations volume and report any abnormalities to Leadership for an action
Daily attendance tracking on Hawkeye and monitor leaves for shrinkage and proactive communication to partner teams
Conduct Biweekly one on one with respective team members and document the feedback given and escalate team member concerns to Leadership to address them
Prepare India Internal MBR with Hits and Misses for the previous month by the first week of every month
Monitor the SLA and Ageing Ticket reports for respective team and help team members address these tickets
Partner with workflow specialists to help staffing during optional and Mandatory Holidays
Drive the continuous improvement through Deep Dives, Lean and Kaizen & Partner on Deep Dives with Seattle to find root causes for misses
Identify team trends on an ongoing basis and address as needed. At a minimum this should include a monthly recap sent to management summarizing the previous month’s hits and misses, suggested action plan for misses/other trends, and timeline for completion. Partner with leadership to assign owners to action plans and analyze their effectiveness throughout implementation and upon completion
Partner with SMEs and Quality to create training materials and refreshers. Partner with training team and India Training POC to track and report the status of new hire and refresher training
Address smaller team opportunities via written communication to the team
Administer Monthly and quarterly rewards and recognition programs
Attend team meetings that fall within regularly scheduled shift and cascade important updates to the team
PeopleSoft 9.1 version
ADP – US Payroll tool
Time and Attendance System
Trouble Ticketing – Service Request Workflow Web Application
Foreign languages proficiency would be an added advantage
Prior experience in an in-bound / out-bound call center
Handling HR help desk is desirable
Experience in HR/HR shared services
Experience in PeoplePortal – HRMS and Siebel/Talisma (CRM)
Knowledge of Six Sigma methodology and tools
PeopleSoft

248

Stock Lending Client Services Resume Examples & Samples

Advanced understanding of life-cycle of trade processing for Equity and Fixed Income products including trade capture, P&L, settlement and reconciliations for the Stock Borrow / Loan product area
Extensive supervisory experience to new or low level personnel, including day to day supervision of a small team
Computer literate - Ability to quickly grasp several in house systems including Microsoft office applications

249

Stock Lending Client Services Resume Examples & Samples

Advanced knowledge of life-cycle of trade processing for Equity and Fixed Income products including trade capture, PandL, settlement and reconciliations for the Stock Borrow / Loan product area
Advanced understanding of the portfolio valuations and related collateral movements to manage exposure
Customer service experience including providing feedback and complaint handling
Experience of applying technical knowledge of concepts and procedures to resolve complex issues
Extensive years supervisory experience, including day to day supervision of a small team, staff resourcing and performance management
Work experience within the Financial Services Industry is a benefit
Communication – Strong communication and diplomacy skills to communicate effectively across the organization
Problem solving - Resolve complex problems where the analysis of situations or data requires an in-depth evaluation of basic procedures and industry standards
Planning and organising – Ability to work independently and multitask under pressure
Leadership – Ability in developing and empowering others to accomplish their goals and resolve issues
Diverse - demonstrate an appreciation of a diverse workforce by using differences to add value to decisions or actions for organisational success

250

Client Services Assistant Manager Resume Examples & Samples

Experience in banking and financial services
Proven ability to work efficiently and accurately demonstrating attention to detail and follow through
Ability to prioritise tasks and meet deadlines

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