Services Relationship Manager Resume Samples

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I Stark

Imelda

Stark

150 Paula Street

Philadelphia

+1 (555) 890 4286

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Philadelphia

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Experience Experience

Detroit, MI

Retirement Services Relationship Manager

Detroit, MI

Daugherty Inc

Detroit, MI

Retirement Services Relationship Manager

Promotes the attitudes, conditions and environments that yield improved quality and quantity to maximize performance
Participate in the Relationship Management Call/Visit Procedure
Provide proactive services to clients/alliance partners
Provide Proactive Services to Clients/Business Partners
Review of ESOP valuation reports
Keep abreast of industry trends and understand regulatory items
Process activity in assigned accounts based on client directives in a timely and accurate manner

Detroit, MI

Services Relationship Manager, UK & Ireland

Detroit, MI

Volkman LLC

Detroit, MI

Services Relationship Manager, UK & Ireland

Work with Citrix Sales, Citrix Presales, CSA and SI partners and others to qualify, manage and close Consulting opportunities
Scripting/Application Development
Write Statements of Work on behalf of Citrix Consulting
Identify and pursue potential Citrix Consulting opportunities at a client within and outside of the scope of work
Support the delivery of Citrix Consulting projects and act as a business escalation point to the project manager
Knowledge of system architecture and/or programming languages
Consult with Consulting Sales Director on key issues and on-going communications

present

Los Angeles, CA

Collective Fund Client Services Relationship Manager

Los Angeles, CA

Lind-Macejkovic

present

Los Angeles, CA

Collective Fund Client Services Relationship Manager

present

Work with Unit and Section Manager on Alliance Level/Client services
Provide Performance Partnership Objectives to staff
Participate in the CRS Relationship Management Call/Visit Procedure
Analyze current fees for services being provided and implement fee increases
Provide Proactive Services to Clients/Alliance Partners
Partner with Client Development to look for cross-selling and growth opportunities
Perform Annual Account Reviews on assigned accounts

Education Education

Bachelor’s Degree in Business

East Carolina University

Bachelor’s Degree in Business

Skills Skills

Knowledge of or ability to use Bank software
Excellent communication skills to include excellent writing, speaking, and presentation skills
Able to work with all levels of employees, management, as well as business owners and executives
Should have interpersonal skills sufficient to build strong working relationships and partnerships across the organization
Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access and PowerPoint) or similar software
Should be an active listener and team player who projects a positive, professional image and promotes team effort
Able to handle important accounts and express complex ideas in concise and simple terms
Able to meet deadlines and handle multiple priorities
Able to solve problems creatively and decisively

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8 Services Relationship Manager resume templates

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Cib Investor Services Relationship Manager Resume Examples & Samples

Proven track record in managing institutional client relationships and related profitability, particularly in the UK Pension Fund market
Track record in cross selling and growing a client or business
Experience in creating/maintaining close working relationships with clients at senior levels
Good working knowledge of Investor Services product suite relating to UK Pension and Charity clients – Fund accounting, custody, securities lending, FX, cash management and collateral management. An understanding of Markets products that are used by Pension Schemes will be an advantage
Solid Financial Services Industry Knowledge including finance, risk management, client services, sales and operations
Experience in maintaining close working relationships with sales teams, client services, operations, Legal, Credit and Risk and Product Management to deliver both sales and customer satisfaction
Solid understanding of changing regulatory environment
UK Pensions industry network and profile
FCA registration
You will be able to discuss, in detail, your knowledge of securities services and related Bank products including how to price them against key competitor's offering
You will be able to discuss your experiences actively generating innovative solutions to meet clients needs
You can demonstrate how you have used your communication skills and commercial acumen to influence the COO / Operations Director of the client

Cib-investor Services Relationship Manager Resume Examples & Samples

Represent the business of Investor Services and be responsible for maintaining, enhancing, owning and building client relationships
Manage client profitability and focus on development and maintenance of a strong pipeline for assigned clients
Manage all contractual, product and service-related aspects as well as credit, risk and compliance matters of the overall relationship with Investor Services clients
Actively seek for opportunities to strengthen and expand the relationship and drive cross-selling efforts for the wide array of additional J.P. Morgan products and services
Ensure that the client is fully referencable for all products, as well as services, and achieve client retention
Cooperate with Product Managers as well as Operations, Client Services and Technology to ensure consistency with relationship management strategy and to optimize product and service delivery to the client
Administration of clients in respective client management tools

Am Financial Intermediary Services Relationship Manager Resume Examples & Samples

Serve as the Service and Operations relationship and project manager for assigned Intermediaries
Responsible for building and maintaining relationships with intermediaries – i.e. providing regular service calls and visits; act as the voice of the Intermediary client within the Firm
Learn all aspects of assigned firms including, operations, sales and contractual obligations, etc
Assist in decision -making related to coverage of assigned firms to ensure expectations are being exceeded
Understand and manage DTCC and Transfer Agent enhancements and impact on Intermediary clients
Present the JPMorgan Funds value proposition and provide our partners with JPMAM updates
Collaborate with Intermediaries to implement Industry initiatives and system changes
Partner with Sales Teams to build relationships with external firms
Assist with analysis of existing or proposed contracts
Train other employees within JPM Funds on particulars of assigned firms
BA or BS in business or operations management-related field
5 - 7 years experience in the Mutual Fund Industry required; must be FINRA licensed - i.e. Series 7 or Series 6 and 63; Series 24 is a plus
Able to travel 40-50% of the time
Knowledge of Mutual Funds, NSCC / DTCC products, Transfer Agency, Broker Dealers, Trust Companies and Record-Keepers is required
Motivated self-starter who can effectively contribute to a team environment
Strong customer service background with customer-facing experience
Excellent communication and presentation skills – i.e. able to deliver messages clearly and succinctly and tailor approach depending on target audience (internal and external stakeholders)
Able to exercise sound judgment and demonstrate strong decision-making and influencing skills
Able to build and maintain relationships at multiple levels
Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities
Strong time management and organization skills; able to maintain a high quality of work in a deadline driven environment
Familiarity with Transfer Agency applications, Sub-Accounting platforms and NSCC product offerings

Association Services Relationship Manager Resume Examples & Samples

Develop and execute a targeted prospect marketing plan focused on winning new client relationships. Responsible for meeting assigned loan deposit and fee-based revenue goals
Retain and expand existing client relationships. Deliver integrated solutions to clients across functional areas, ensuring that relationships are fully developed. Provide superior client service by providing timely and accurate responses and problem resolution
Execute on Integrated Relationship Management and Consultative Relationship Management, specifically with Financial Center Leaders and Business Services Officers to develop custom client solutions
Assume responsibility for the profitability and growth of assigned loan and deposit portfolio
Represent BB&T in the community by actively participating in various civic, community and association organizations to identify and develop new clients and enhance BB&T's image
Bachelor's degree in business, marketing or a related field, or equivalent education and related training
Three years of banking, community or Community Association Property Management experience
Two years of product sales and marketing, relationship and account management
Excellent computer skills including Microsoft Word, Excel and PowerPoint
Excellent interpersonal skills ; ability to handle large client relationships
Product knowledge (e.g. deposit products, investment services, treasury services commercial banking)
Superior business development, client relations and decision-making skills
Excellent time management and organization skills; self motivated and directed

Retirement Services Relationship Manager Resume Examples & Samples

Process activity in assigned accounts based on client directives in a timely and accurate manner. This includes entering benefit payment data, wire requests and cash transfer requests
Look for automation and streamlining opportunities
Strong decision making and problem resolution skills
Prior experience with Retirement Plan Services and trust administration a plus
Experience with bank systems

Collective Fund Client Services Relationship Manager Resume Examples & Samples

Monitor all reports for compliance and respond in designated timeframe
Serve as a primary contact for client relationships
Provide Proactive Services to Clients/Alliance Partners
Keep abreast of industry trends and understand regulatory items
Work with Unit and Section Manager on Alliance Level/Client services
Adhere to division, client and alliance Service Standards
Partner with Client Development to look for cross-selling and growth opportunities
Participate in the CRS Relationship Management Call/Visit Procedure
Understand the competition
Fully ulitilize staff by leveraging strengths
Ensure staff is trained on job related systems, procedures and client specific services
Participate in Division Communication Meetings
Participate in Division Strategic Plan and Business Goal Teams

Treasury Services Relationship Manager Resume Examples & Samples

Relationship management from an existing regional client portfolio
Account planning and client service coordination
Acting as a client advocate/sponsor concentrated on maintaining, enhancing, owning and building the client relationship
Managing client profitability and client relationship risk
Minimum Experience : 9-10 years in financial services
Excellent communication skills, including good written and spoken command of English plus an Asian language preferred

Lending Services Relationship Manager Resume Examples & Samples

Proven experience in an account management or comparable role – recoveries experience is highly beneficial
Proven experience in credit (ideally Agri valuation)
Excellent knowledge of Bank securities, accounting, commercial law and practices as they relate to high risk files
Able to manager complex account structures and security
Proven problem solving and proactive decision making ability
Sound communication & negotiation skills

Signator Services Relationship Manager Resume Examples & Samples

Providing exceptional customer service to internal and external clients
Reviewing of new submissions to ensure paperwork is in good order and in compliance with firm and regulatory requirements
Tracking all new business from submission to policy issue, as well as post issue requirements
Actively communicating with our agents and agencies regarding the status of submissions
Working with our agents to resolve any issues that arise from the submission of new business
Supporting our agents by running illustrations and ordering any medical requirements, such as Attending Physician Statements and Exams
Monitoring processing queues daily to ensure that established service levels are maintained
Analyzing data, with a goal of providing findings to management, including recommendations for process improvement
Trouble shooting and problem resolution of complex issues
Associate or Bachelor’s degree in a business related field
Strong knowledge of the life insurance industry, including Life and LTC policies
Financial Services / Customer Service experience
Demonstrated passion for providing client-centric solutions
Knowledge and experience dealing with John Hancock Life and LTC products strongly preferred
Knowledge of investment products such as Variable Life Policies
Ability to work independently in a fast paced environment with only a high level of direction

Advisor Services Relationship Manager Resume Examples & Samples

Serve as the primary point of contact for Advisors, handling all day to day communications and resolution of inquiries
Administer completion or oversee completion of Advisor onboarding including training and consultation to Advisors throughout the onboarding process
Provide information and promote the features and benefits of new and existing SAS products
Identify and align the needs of RIAs working with Scottrade to effectively grow their business by educating and consulting on third party solutions
Identify and align the needs of RIAs to third party strategic resource partners in the areas of compliance, technology, and practice management solutions
Maintain and update RIAs CRM information; including activities, notes, phone calls, and product/service interests. Use CRM to identify RIAs that need a specific product and/or service
Effectively receive, retain, and implement directions that impact processes and procedures
Build a case for deviations, accommodations, and negotiations and grant exceptions when appropriate
Become subject matter experts on special projects according to business needs
Perform other duties/projects as assigned
Ability to provide superior customer service to RIAs, and their clients, via phone and email communications
Excellent verbal and written communication skills; presentation skills
Strong knowledge of sales processes
Basic math skills; ability to calculate commissions
Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude
4+ years licensed experience required
3+ years customer service experience required

Advisory Services Relationship Manager Resume Examples & Samples

Provide project leadership and management for activities such as product enhancements, plan changes, and customizations
Understand the client/provider's requirements for satisfaction regarding service delivery and serve as a customer advocate for client/provider's needs
Ensure that required technology systems are operational to support the delivery and work to improve (testing)
Work closely with Advisory Operations Manager and Client Managers to review accuracy of plan specific data
Work closely with Advisory Operations Manager to review plan sponsor reporting and develop client facing presentations
Prepare and assist Client Leader with presenting client/provider business plans and service reviews and ensure execution of objectives and goals of the plan
Consult with client on upcoming enhancements and ensure representation at benefits fairs, employee meetings or other related events
Work closely with Client Leader/ Client Delivery Leader to represent Advisory Services in Stewardship Meetings
Work closely with Advisory Services Communications Manager and Client Managers to devise an appropriate communication strategy for the client and assist in the execution of the strategy
Work closely with Advisory Services Call Center Manager to meet SLAs and compliance requirements
Expand and develop key relationships to generate new and additional sales of services
Develop and maintain key retention plan and profitability
Review and approval of client invoicing for advisory services
Strong experience in the Financial Services/401k benefits arena required (7 years)
Sales experience selling directly to plan sponsor (5 years)
Project Management experience required (5 years)
Experience managing complex client relationships (5 years)
Proficient in client consulting skills, driving to best practices (3 years)
Proficient in managing/coaching others (3 years)
Series 65 or 66 licensing required (or ability to obtain within 6 months)
Understanding of Managed Accounts, its Delivery Model and the market that it's delivered into including: competitors, market pricing, delivery needs, client expectations, etc
Compliance, regulatory and legislative knowledge in investment advice
Knowledge of overall financial management
Knowledge of Aon Hewitt's benefits business, including products and services, delivery and operations

Services Relationship Manager Resume Examples & Samples

Bachelor of Science or equivalent experience required
Experience as a Manager/Architect in Citrix Consulting or equivalent large SI manage-
Extensive experience in acting as the lead of Citrix Consulting projects, ranging from of
Ability to change the thinking of, or gain acceptance of, others in sensitive situations
Demonstrated ability to tailor methodology to meet clients’ needs while preserving a

Services Relationship Manager, UK & Ireland Resume Examples & Samples

Use a “medium-to-long range” planning horizon on sales strategy, ensuring that day-to-day tasks are being carried out effectively, while anticipating and planning for long-term growth
Understand the client’s overall business to ensure successful implementation of Citrix products and technologies
Act as an authority on Citrix Consulting project methodology and best practices, demonstrating the ability to tailor the methodology to meet the client’s needs while preserving a structured process
Consult with Consulting Sales Director on key issues and on-going communications
Demonstrate high “Speed of Delivery” – being able to rapidly develop documentation, standards, and other deliverables for which they are responsible
Identify and pursue potential Citrix Consulting opportunities at a client within and outside of the scope of work
Work with Citrix Sales, Citrix Presales, CSA and SI partners and others to qualify, manage and close Consulting opportunities
Collaborate with Citrix Sales to use Citrix Consulting resources and service offerings in the most appropriate fashion to support large/strategic product sales opportunities
Support the delivery of Citrix Consulting projects and act as a business escalation point to the project manager
Knowledge of system architecture and/or programming languages
Security Clearance is a plus
Ability to effectively multi-task between different initiatives (projects, clients, office initiatives, etc.)
Possess a strong command of technology and the business process environment related to a project
Build credibility and strengthen the relationship with the client
Advanced knowledge of Consulting principles. Know-how of Citrix products and technologies is a big plus
Possess excellent planning, relationship building, problem solving, and communication skills
Strong presentation, listening, verbal and written communication skills
Demonstrated ability to tailor methodology to meet clients’ needs while preserving a structured process
Experience and success in leadership roles
Excellent understanding of desktop and server operating systems software, including Microsoft Windows
Outstanding professional demeanor/presence, acting in polished, refined and controlled manner during highly stressful situations
Solid conceptual understanding of the following technologies
Windows Active Directory
Browsing and name resolution
User authentication
Routing
Firewall configuration
Sub-netting issues
TCP/IP
Scripting/Application Development
University degree or equivalent experience required
Experience as a Manager/Architect in Citrix Consulting or equivalent large System I management experience
Extensive experience in acting as the lead of Consulting projects, ranging from of medium to large scale and complexity

Treasury Services Relationship Manager Resume Examples & Samples

Revenue and relationship activities pertaining to assigned TS accounts and clients – inclusive of fee, NIR and balance related revenues and growth targets
Risk management of assigned accounts and relationships
Assigned projects involving revenue generating activities for TS APAC
Bachelor or Master's Degree or Professional Qualification
At least 4 - 5 years in financial services
Excellent communication skills (written and spoken), plus a Southeast Asian language preferred, as role is required to cover the APAC business markets

IBS Self-directed Plan Services Relationship Manager Resume Examples & Samples

Serve as the liaison between the partner, record keeper, advisor and/or third-party administrator and TD Ameritrade internal departments
Point of contact for all inquiries and provide problem resolution to inquiries as they arise
Ensure a smooth and friendly relationship between our internal/external clients and TD Ameritrade while cultivating a foundation for expanding the business to business relationship
Answer questions via phone and email on application and plan opening, money transfers, other distributions, account information downloads, etc
Leads processing of conversions and assists in the set-up of new plans and trustees
Provide necessary tax and other documents for clients as requested or needed
Administer VEO access and updates for TPA/RK/Plan provider clients
Use of Salesforce to track specific items
Manage excel, RADAR, Salesforce, VEO reports regarding activity for clients

Commercial Dealer Services Relationship Manager Resume Examples & Samples

ITIL Service Management Foundation certification
At least 3 years experience within the Financial Services Industry
At least 5 years experience with management approaches, tools, and techniques for gaining the cooperation and support of others
At least 3 years experience with tools and techniques for maintaining an environment where all understand, and are committed to, providing excellent service to internal and external customers
At least 2 years experience with design, development and utilization of formal IT vendor contracts with internal or external customers
Application delivery process
IT service management (ITSM)

Services Relationship Manager Resume Examples & Samples

Responsible for Consulting Services and Education bookings plan (quota) achievement
Partner and work with ANZ Named Account Sales to define strategy and tactics to achieve Professional Services plan. Create go to market plan for ANZ and identify focus clients/industries with the highest potential for Services revenue
Create appropriate account and opportunity plans to support go to market strategy. Establish regular review cadence with ANZ Sales Leadership
Develop, plan and drive execution of relevant Services Offerings, including Managed Services and Services supporting Citrix’s Cloud strategy
Manage and cultivate the Services Partner eco-system
Qualify, manage and close ANZ Services opportunities; including
Develop Services proposals and quotes
Maintain opportunities and relevant documentation within Citrix’s CRM tool (Salesforce)
Articulate a clear and compelling value proposition for Citrix Services
Leverage Citrix resources and service offerings in the most appropriate fashion to support large/strategic product sales opportunities
Apply Citrix products and technologies to achieve customers’ business goals
Work with Citrix Consulting, Citrix Education and Citrix Technical Support resources to help structure the right offerings and craft the appropriate Citrix Services commercial proposal, while ensuring deal profitability
Ability to effectively multi-task between different initiatives (sales opportunities, client escalations, team initiatives, etc.)Excellent understanding of data center, cloud and end-user computing technologies
Demonstrated success with positioning and selling services
Bachelor of Computer or equivalent experience required
At least 4 years of experience in Services Sales
At least 5 years of experience leading or selling large, complex projects for IT vendors
Relevant technical and sales certifications such as MCSE, UNIX, CCEA, CCSP, CCIA, Cisco, and Solaris are a plus

Institutional Services Relationship Manager Resume Examples & Samples

Achieves sales and referral goals set by the Team Leader
Develops and executes a client relationship strategy plan to achieve win/win solutions for Bank and client
Independently calls on prospects to identify needs, consulting prospects on services
Builds relationships with existing clients and referral sources and cultivates new referral sources both internally and externally
Maintains and expands relationships and breadth of services used by clients
Develops new business opportunities and maintains existing relationships by cross selling and ensuring application of all services appropriate to client needs
Manages accounts per policy and governing documents
Responds to all client financial needs which may include more complex situations
Identifies potential challenges and implements solutions
With assistance of Administrative Officers and other staff, responsible for the day-to-day account administration activities, including account set-ups, deposits and withdrawals of assets, and investment needs through available support staff
Works to facilitate the timely review of accounts
Ensures that accounts are handled in accordance with the governing document, fiduciary laws and division policies and procedures resulting in no E&Os
Maintains and develops relationship management and technical skills and knowledge through training and other developmental activities
Performs presentations in front of client groups and in one-on-one client meetings
Maintains membership in community groups/professional associations
Assists with department and division committees, projects and audit remediation
Maintains behavior consistent with the BOH Code of Business Conduct & Ethics and is a team player
Performs all other job related miscellaneous responsibilities and duties as assigned
Minimum 5 - 7 years of work experience in progressively responsible positions in in banking, trust and investments with responsibilities generating a working knowledge of the interwoven and changing regulatory requirements (Tax, DOL, SEC, etc.) surrounding ERISA and other institutional trusts, investment options, and taxation and cash flow concerns or equivalent work experience
Also requires 1 – 2 years relationship management, banking, trust or investment sales experience, or equivalent work experience
Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access and PowerPoint) or similar software
Knowledge of or ability to use Bank software
Excellent communication skills to include excellent writing, speaking, and presentation skills
Must have demonstrated Possesses excellent networking and business development skills
Should have interpersonal skills sufficient to build strong working relationships and partnerships across the organization
Able to work with all levels of employees, management, as well as business owners and executives
Should be an active listener and team player who projects a positive, professional image and promotes team effort
Able to handle important accounts and express complex ideas in concise and simple terms
Must be analytical, detail oriented, organized, and independent
Able to meet deadlines and handle multiple priorities
Must be able to analyze large amounts of data quickly, draw conclusions from sometimes incomplete information and make good decisions
Able to solve problems creatively and decisively
Must be able to work flexible hours including weekends and evenings a necessary
Able to provide own transportation or to operate a vehicle with a valid driver’s license, and able to commute and arrive at intended destination as required
Must be able to travel to various locations and by air as necessary

ATM Services Relationship Manager Resume Examples & Samples

Bachelor’s degree in Business Administration, Finance, or Marketing required
Must have thorough knowledge of marketing functions and automation
Must have a minimum of five years of experience working in the Banking or Financial Services industry
Must have a minimum of five years of sales and marketing experience, preferably in the ATM or Financial services industry
Must have knowledge of ATM equipment and functionality
Must be proficient in using Microsoft Office software products
Must have excellent oral and written communication skills, as well as excellent listening and presentation skills
Must have a valid driver’s license and the ability to travel to the clients’ place of business
Incumbent will be required to stand for intermittent periods of time
Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus

HR Services Relationship Manager Resume Examples & Samples

Creating and leading a high performing team. Being able to drive talent and performance through setting clear objectives, managing performance and creating opportunities for the team
Owning the relationship with Country HR Leads and engaging them in the Design/Architecture of the services. Working with the transition team to develop the appropriate plan for their Delivery Centre; overseeing that recruitment and delivery centre set up is on track
Acting as the conduit to local countries during the Test and Deploy/Service Rehearsal phases of the Workday Services Programme
Once the Centres are operational, demand planning with country HR to shape the services for current and future years and co-ordinating a portfolio of projects with respective countries
Owning and managing the engagement/governance forums, championing the “Voice of the Customer” within their Delivery Centre. Preparing appropriate packs and KPI reports

Merchant Services Relationship Manager Resume Examples & Samples

Serves as primary point of contact for internal and external clients and various departments/divisions to resolve implementation and service issues, comply with customer requests, and respond to client inquiries; new client implementations-related escalations for Merchant Sales, Operations and banking partners
Manage end-to-end new client implementation process, including new merchant application boarding and quality control, terminal file builds, equipment orders, welcome/activation calls, etc
Assist with maintaining a comprehensive end-to-end new client implementation model
Assist with documenting procedures for application quality assurance, account boarding, equipment ordering, client activations/training and vendor oversight
Assist with vendor management and oversight of business vendors supporting new client implementations
Assist with maintaining a comprehensive process to effectively manage system enhancement requests and defects for Merchant Services LOB
Provides support in research and resolution of service escalations and inquiries
Serves as the primary point of contact for operational issues for clients in assigned portfolio of high-value relationships with annual merchant services revenue of up to $10,000
Ensures client satisfaction by delivering best-in-class service through effective communication, swift resolution of customer inquiries and requests, sound decision making and problem solving
Collaborates with clients and internal stakeholders to set priorities that enable the client to achieve their goals and objectives
Develops and maintains relationships with key internal and external stakeholders and client contacts within assigned portfolio
Interface with clients to determine present and future needs and assist with developing solutions
Keeps abreast of new products/services and changes to existing products/services. Maintains comprehensive knowledge of applicable products, services, and company policies and procedures
Identifies additional opportunities to provide new/additional products, services or other resources to client
Participates in business reviews to learn about clients' strategic direction, as well as gain a good understanding of the products and/or services FIS is offering
Bachelor's Degree in business or related field or equivalent combination of education and experience is required
2+ years of experience in payment card processing and/or financial industry is required
Proven success in customer service/managing customer relationships
Self-starter, motived to achieve results with minimal amount of supervision
Ability to consistently meet deadlines in a fast-paced environment
Requires strong analytical and problem solving skills
Proficient using Microsoft Office applications (Word and Excel proficiency is required)
Ability to travel if required (~10%)
Ability to work under stress and meet deadlines
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement

Shared Services Relationship Manager Resume Examples & Samples

Manages and leads staff. Provides guidance, training and motivation as necessary to develop staff. Hires, evaluates and counsels personnel. Follows corporate disciplinary procedures per established Vanguard standards as required. Sets performance standards, reviews performance, provides feedback, and recommends wage increases in accordance with all applicable Human Resources policies and procedures. Serves as a mentor to crew by providing guidance on processes and specific feedback on their work
Enable businesses to be more successful by creating an unrelenting client focus within the Shared Services team. Builds strategic, collaborative working relationships which deepen over time through consultative guidance. Partners with senior leadership across the division to identify and evaluate key priorities through strategic planning and consultation. Manages a metrics, forecasting and operations teams; makes recommendations to senior leadership on process improvements, assists in developing and implementing business model strategies based off of data analysis and forecasts, and supports the day-to-day and longer term operational needs
Continuously fosters an open dialogue with other Shared Services leaders. Educates and raises awareness among Shared Services leaders on strategic business initiatives, identifying opportunities for future improvements and partners when necessary to provide integrated solutions that enable business strategy
Ensures the team contributes significant accomplishments that enable clients to be successful on their key priorities. Consistently executes and delivers strong results on reoccurring internal processes or other client requests
Measures and improves process capability, performance of controls, and targets improvements
Establish and ensure effective operating rhythm to manage ongoing improvement work through project teams. Manage the scope and, alignment of resources and logistics, and meeting schedule
Grasps complex issues, anticipates both the short and long term implications of potential alternatives and come to sound, logical recommendations. Offers solutions and suggestions that shape business strategy
Demonstrates knowledge and understanding of Vanguard’s business and the overall business environment. Models unquestionable ethics and integrity. Excels at communicating information in a clear, concise, compelling manner
Undergraduate degree required. Graduate degree preferred
Project management skills and knowledge of VUE/Six Sigma principles
Five years of general business and/or management experience, with three to five years of leadership; eight years of industry experience; 3-5 years of in-depth contact center operations experience
Knowledge of Vanguard funds, the mutual fund business, financial markets, industry best practices, information resources, Vanguard departments, , etc
Excellent leadership, conceptual thinking, analytical, and negotiation skills
Proficiency with MS Office and familiarity with contact center data and workforce operations applications
Ability to excel in a fast paced and frequently changing business environment
Demonstrated ability to motivate others and foster teamwork
Previous experience in managing metrics teams/expertise in statistical analysis preferred

HR Services Relationship Manager Resume Examples & Samples

Demand planning with country HR to shape the services for current and future years
Co-ordinating a portfolio of projects with respective countries and Client Solutions Delivery Leads
Prior experience in HR shared services/service centre in a multi- national organisation
Customer/stakeholder relationship management skills
Strong communication and presentation skills to deliver an effective interaction with senior HR colleagues
Proven track record in marketing and enhancing the customer relationship
Experience of working in a multi-cultural environment

Treasury Services Relationship Manager Resume Examples & Samples

Manage a team assigned geographic markets covering the key client market segment
Requires both detailed and strategic knowledge of the financial services industry and its participants
Have extensive (10 years+) sales experience and knowledge of the business and service needs of the target market(s)
Understanding of the regulatory framework for the financial services industry
Sales, new business acquisition, cross selling
Identification of client and market segment needs and potential solutions
Coordination with other BNYM business for selling the company and supporting their own requirements
Strategic business direction of assigned clients/market segments
Excellent presentation, interpersonal and commercial skills required for this position
In depth knowledge of TS business and interlinking with other areas of the company is essential
Significant interaction in presenting ideas and findings with both internal staff and external stakeholders such as market participants
Language skills, familiarity with local cultural issues and market specifics is essential
Strong analytical skills required to identify customer or segment needs and match with appropriate solutions
Deep technical Working Capital knowledge required to service key clients effectively
Ability to solve client needs as part of a cross business BNYM client team is essential
Ability to think innovatively, and to apply technical knowledge in new market and/or product contexts

HR Services Relationship Manager Resume Examples & Samples

Owning the relationship with Country HR Leads and engaging them in the Design/Architecture of the services
Working with the transition team to develop the appropriate plan for their respective Delivery Centre; overseeing the recruitment and delivery centre set up is on track
Owning and managing the engagement/governance forums, championing the “Voice of the Customer” within their Delivery Centre
Preparing appropriate packs and KPI reports
Bachelor’s Degree in HR, business, education, or related field
10 to 12 years experience in HR transformation/business transformation, building new delivery models would be preferable
Experienced in establishing, building and developing trusted and productive relationships with key stakeholders

Senior Services Relationship Manager Resume Examples & Samples

Identify new revenue generating opportunities and programs by leveraging internal resources including Marketing, Technical Relationship Managers, Consulting, Account Managers and Enterprise Relationship Managers
Use a “medium-to-long range” planning horizon sales strategy, ensuring that day-to-day tasks are being carried out effectively, while anticipating and planning for long-term growth
Collaborate with Citrix Sales to use Citrix Consulting resources and services offerings in the most appropriate fashion to support large/strategic product sales opportunities
Manage and build Consulting and Education sales pipeline and accurately forecast quarterly revenues using salesforce.com
Write Statements of Work on behalf of Citrix Consulting
Develop and deliver Consulting and Education presentations at Executive Briefings, and client sites
Schedule and conduct quarterly account reviews with Enterprise Relationship Managers to identify Consulting and Education opportunities
Strong expertise in sales techniques and processes including the ability to understand customer needs, overcoming objections, return on investment analysis, closing the sale through appropriate procurement vehicle
Possesses high level of specialized sales and solution-selling approach. Orchestrate internal and external resources to provide high quality services proposals. Drives team unity
Advanced knowledge of Consulting and Education principles, Citrix products and technologies and demonstrates the ability to appropriately apply Citrix products, consulting methodology and technologies to assist the customer in achieving its business goals
Knowledge of system architecture and/or programming languages. Knowledge of complementary hardware, software and networking solutions
Strong ability to motivate, train and conduct seminars to drive mind share within partner community to increase Citrix revenues within assigned territory
Excellent oral and written communications skills, as well as excellent presentation skills
Ability to gather requirements and communicate solutions effectively with individuals in C-level positions and diverse business and technical roles
Strong leadership, decision-making and problem solving skills
Creative approach to solving business needs and reaching team objectives in a fast pace environment
8 years prior in consulting services sales experience in a high-tech environment in a direct/indirect procurement environment with a demonstrated record of accomplishments of success in driving customer adoption of technology
Extensive account management experience, preferably with experience managing accounts in the Enterprise segment
Ability to travel extensively within assigned territory and other locations including corporate headquarters
You must be fluent in English and French for this position