Solutions Associate Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the solutions associate 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.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

M Torphy

Myles

Torphy

74494 Koepp Mountains

Boston

+1 (555) 141 2195

74494 Koepp Mountains

Boston

Phone

p +1 (555) 141 2195

Experience Experience

Dallas, TX

Client Solutions Associate

Dallas, TX

Doyle LLC

Dallas, TX

Client Solutions Associate

Present a “can-do” attitude on every interaction with clients and co-workers thereby promoting and supporting a positive work environment
Working knowledge of systems
Create a strategic outreach plan with marketing director to target prospective members through market segmentation
Develop targeted campaigns for recruitment to annual prospect events and strategic marketing events
Good knowledge of internal process flows; including knowledge of Title/Escrow terminology and Title products
Research, analyze, calculate, and post participant- and plan-level detail in the
Make every effort to resolve issues and conflicts which may arise before call escalation

Boston, MA

Business Partner Solutions, Associate

Boston, MA

Mertz-Emard

Boston, MA

Business Partner Solutions, Associate

Manage the day-to-day operations of the team, handle escalations and partner with functional teams cross-divisionally
Ensure seamless service delivery through advance planning, work allocation and resource deployment; Liaise with the global BPS team to expedite problem resolution for more complex issues
Focus on managing relationships of clients across multiple regions
Create/strengthen constructive relationships with key divisional and process stakeholders through engagement, execution, process improvement or new service offerings
Provide standard and ad hoc productivity metrics to divisional and regional management
Proactively identify ways to improve processes through project management to achieve overall efficiency and effectiveness
Highly motivated self-starter who can work as part of a team

present

Dallas, TX

Small Business Working Capital Solutions Associate

Dallas, TX

Harber-Legros

present

Dallas, TX

Small Business Working Capital Solutions Associate

present

Developing and contributing to concise communication materials for senior management
Performing competitor/industry research leveraging both public and non-public sources
Managing pilot budget and monitoring results of pilot based on performance, customer and field feedback and operational insights
Develop expertise in a variety of functions and business areas
Ensuring work aligns to the overall project objectives and JPMC strategic priorities
Helping to manage partner engagement
Preparing updates for senior management

Education Education

Bachelor’s Degree in Marketing

New York University

Bachelor’s Degree in Marketing

Skills Skills

Able to build solid, effective working relationships with others
Able to use relevant computer system applications (which may include spreadsheets, word processors, databases, etc) at an intermediate level
Able to provide courteous, timely service when addressing customer questions and concerns
Able to sit for long extended periods
Able to maintain a positive attitude in the face of criticism, rejection, or failure
Professional, office environment
Able to remain immobile for long extended periods
Able to answer phone and greet public in a friendly and courteous manner
Able to constructively work under stress and pressure when faced with high workloads and deadlines
Builds solid, effective working relationships with others

Create a Resume in Minutes

15 Solutions Associate resume templates

Read our complete resume writing guides

Alternative Solutions Associate Resume Examples & Samples

New mandate and/or investments onboarding – Coordinate across client teams, operations and risk teams and external operations service providers to launch new mandates and investments
Transaction & Cash Management – Review and authorize transactional and cash flow activity utilizing the firm’s investment management systems
Performance & Risk Monitoring – Review valuations, risk analytics and cash flows utilizing the firm’s investment management systems
Internal Initiatives - Enhance business processes related to the team’s investment processes and operating model; Gather business requirements for technology development
Presentations and Meetings – Aid management team in organizing and preparing presentations for internal and external meetings
2 – 5 years of experience of comparable industry experience (e.g. investment management, investment banking, management consulting)
2 – 5 years of experience in business strategy, business management, project management, operations or analytics
Demonstrates project management skills with attention to detail
Experience with alternative investments preferred

Cib-global Credit Risk-credit Portfolio Solutions Associate Resume Examples & Samples

Strong knowledge of derivatives transactions, as well as finance
Strong communication and partnership skills
Excel knowledge

Cib-prime Brokerage Client Solutions Associate Resume Examples & Samples

Key responsibilities include working directly with clients to ensure that they are leveraging JPM Prime Brokerage technology most efficiently
Sell appropriate JPM technologies (Equity, Swap, Fixed Income, Custody add Repo) during client pitch stage
Work directly with hedge fund managers and supporting staff to meet specialized portfolio servicing and reporting needs by leveraging existing tools
Identify profitable, efficient, and effective product enhancement concepts to the Product Development Team that reflect revenue opportunities
Ensure product investment and roadmap is communicated and understood clearly, and aligned to commercial business objectives
Manage large scale implementations – JPM Technology and Hedge Fund 3rd party vendors
Be responsible for product roadmap, on-going product positioning ensuring that product is appropriately aligned across regions –EMEA, NA, APAC
Ability to represent team in key senior forums including Client/Stakeholder Satisfaction Meetings, deployment and demand governance forums
Create targets for enhancing and improving the client experience
Be able to understand the existing offering and be able to effectively communicate that to clients including the ability to discuss and manage development plans with clients
Solicit feedback and ensure appropriate product owners are aware of deficiencies/areas of improvement
Become knowledgeable of vendor products clients may be utilizing and understand how to better integrate key providers products with JPM products
Design and development of proposals – including conducting market research in order to establish a fund’s viability in the market, competitor landscape and pricing
Effective product market management to ensure that market and competitive environment is understood and products remain client focused
Understanding of hedge fund strategies and fund accounting principles
Previous experience of working for a hedge fund or a prime broker is useful. Client facing experience at an asset manager or in the financial markets is a must
Knowledge of the hedge fund investor landscape and/or contacts in this area is required
The ability to interact accordingly with people at all levels in a hedge fund, third party and 3rd party technology vendor organization
Produce summary presentations and overview materials for program stakeholders
Work with external vendors such as Fund Administrators, Hedge Fund data suppliers
Manage enterprise software integration of front and middle office solutions
Coordinate with third party vendors and counterparties for connectivity and access to proprietary platforms
Vendor Management plus vendor relationship
Good Visio, PowerPoint and Excel knowledge
Client facing skills; solid understanding of hedge funds and the trading strategies they employ
A good operational understanding of both cash and securities transaction lifecycles
Exceptional drive, excellent interpersonal skills and ability to communicate effectively, both verbally and in writing, with the ability to immediately contribute in a team environment
Candidate must demonstrate a track record of dealing successfully and directly with clients in their previous roles

Platform Solutions Associate Resume Examples & Samples

Drive continued success of customer engagement and monitor realized achievement
Responsible for project management and client engagement processes
Support business development activities including pre-sales meeting with clients and all sales teams
Work with clients to effective and accurately set delivery expectations using project plans, project tools, timelines, sign-offs, etc
Provide account consultations for existing publisher and demand relationships to support of cross-sell, upsell, and performance optimization opportunities
College degree with strong academic credentials required
Experience in a finance function, management consulting firm or technology-focused investment bank
Communication and interpersonal skills – ability to be personable, compelling, convincing, and persistent
Modeling and presentation skills
Early stage company experience
Problem-solving and analytical skills – sound business judgment
Ability to work well with teams
Positive can-do attitude; Enthusiastic about problem solving and building technical skills
Strong consultative sales skills, personable, charismatic, solutions oriented, creative thinker

Cib Credit Risk Credit Portfolio Solutions Associate Resume Examples & Samples

Helps determine the credit, funding and capital implications/pricing for credit intensive, or complex, bilateral derivative transactions. This ensures proper handoff to the Credit Portfolio Group (CPG) or to the various self-insured trading desks for ongoing management of these risks
Looks proactively at how to structure those transactions to enable a sensible risk/reward evaluation of them by Credit and Client Executives
Evaluates the risks and sizing of independent amounts for trades facing JPMorgan’s hedge fund client base
Aids in assessing the risk presented by relationships with Central Counterparties by evaluating the adequacy of their risk management methodologies

Alternative Solutions Associate Resume Examples & Samples

Support the portfolio and financial modelling, investment research, and transaction level structuring
Enhance our private investment and capital market data collection to benefit investment research and modelling
Prepare investment committee memoranda, outlining industry / market background, investment thesis, key risks & mitigants, structure, and tax & legal considerations
Coordinate and develop client presentations, as well as market and portfolio commentary for investment committee and client reviews
Design and model customized multi-alternative portfolios that seek to achieve client-specific investment objectives
Develop and maintain capital markets assumptions across traditional and alternative asset classes
Support ongoing administration of client accounts, including reporting, ad-hoc analyses, and relationship management
2-4 years of experience of comparable industry experience (e.g. investment management, risk management, investment banking, management consulting)
Advanced proficiency in Excel, with strong modelling experience (including on other platforms)
Very good organization skills and ability to manage multiple priorities and deadlines
Ability to transition between working independently and working closely with others in the group
Ability to operate effectively under pressure in a changing environment
A high degree of professionalism and self-motivation

Solutions Associate Client Analytics Group Resume Examples & Samples

Understand client business processes, motivations and product interests. Ensure clients are getting the most value from the Aladdin platform on a continued basis
Understand how BRS deliver risk and associated analytics via Aladdin to clients across the Multi-Asset spectrum
Assist clients with model validation and output across risk, analytics and performance attribution metrics produced by Aladdin
Provide support for key client projects that relate to use of Aladdin
Managing project delivery, rolling out enhancements, and issues lists
Analyse client issues and develop approaches to remediate them by leveraging deep knowledge of Aladdin technical infrastructure
Actively manage client communications, including Release Notes, Newsletters, and other notices
Ensure client Service Levels are met and exceeded through working with the wider Aladdin business teams, Automation Implementation & Reporting (AIR) as well as Outsourced business partners, and BRS product teams to identify and meet client priorities and deadlines
Must have significant working experience with Aladdin Analytics package and Green Package
Previous experience with Portfolio risk tools and Risk analytics
Must have experience from Asset/Investment Management industry as well as software consulting/software sales
Knowledge of databases, SQL, C++,
Team Management experience
Master’s degree in finance/accountancy/economics or equivalent
Good understanding of financial products incl equities, fixed income, and derivatives
Excellent organizational and communication (written and presentation) skills

Business Partner Solutions, Associate Resume Examples & Samples

Manage the day-to-day operations of the team, handle escalations and partner with functional teams cross-divisionally
Ensure seamless service delivery through advance planning, work allocation and resource deployment; Liaise with the global BPS team to expedite problem resolution for more complex issues
To build capability/capacity through cross training and upskilling to deliver performance of the team
Focus on managing relationships of clients across multiple regions
Create/strengthen constructive relationships with key divisional and process stakeholders through engagement, execution, process improvement or new service offerings
Provide standard and ad hoc productivity metrics to divisional and regional management
Have a deep understanding of the global team’s core responsibilities as well as the local team’s core areas of focus
Proactively identify ways to improve processes through project management to achieve overall efficiency and effectiveness
Minimum of 7 years of work experience in an operational role
Ability to work in a dynamic fast paced environment and experience working with other regions
Highly motivated self-starter who can work as part of a team
Demonstrated experience leading a team and managing people at various levels of experience
Strong client relationship management skills and the ability to manage several relationships at once
Strong analytical and communications skills and highly organized and methodical
Strong attention to detail and focus on process improvement
Strong project management skills required
Work flexible hours when needed

Business Partner Solutions, Associate Resume Examples & Samples

Manage the day-to-day operations of the team, handle escalations and partner with functional teams cross-divisions
Ensure seamless service delivery through advance planning, work allocation and resource deployment; Liaise with the global / regional Business Partner(s) to expedite problem resolution for more complex issues
Engage with regional / global stakeholders to identify and transfer operational processes
Identify opportunities for efficiencies though process re-engineering, standardization and technological intervention
Develop/use analytical/business tools to evaluate and document projects/processes
Implement checks and balance system to ensure accuracy of service delivery
Manage processes that support current reporting requests, with a mandate to help automate, re-engineer and improve reporting and data quality
Design and produce both ad-hoc and recurring reports managed in Business Objects and Microsoft Excel

Small Business Working Capital Solutions Associate Resume Examples & Samples

Development of core product features, customer experience, marketing and go-to-market approach for new small dollar credit solution
Execution / oversight of pilot
Managing pilot budget and monitoring results of pilot based on performance, customer and field feedback and operational insights
Rapid prototyping of changes for broader market launch
Determining integration points with existing business products / processes for similar offerings
Leading problem-solving across functions (with a focus on executing the business vision)
Helping to manage partner engagement
Preparing updates for senior management
Gain experience in product development, pilot/test launches, and partnership strategy / partner management
Develop expertise in a variety of functions and business areas
Hone problem solving, communications and leadership skills in an environment of active mentorship and coaching
Advance to other roles in the company
Executing against strategy and product development (end-to-end)
Performing competitor/industry research leveraging both public and non-public sources
Working collaboratively with team members across LOBs and functional areas
Developing and contributing to concise communication materials for senior management
Ensuring work aligns to the overall project objectives and JPMC strategic priorities
3+ years of experience from either a premier management consulting firm, in-house strategy, OR from a investment banking (M&A, Coverage, Capital Markets, Equity Research) division
An outstanding ability to analyze problems, apply quantitative analytical approaches (including comfort in working with large data sets), communicate effectively and confidently (both oral and written), and work well in cross-functional teams
A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
Diverse problem solving experience, such as experience with a top management consulting firm or in other generalist problem solving environments within financial services
Openness to an environment of active developmental feedback from peers and managers
Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)
Bachelor’s degree required with strong academic credentials

Asset Management, Client Solutions Associate Resume Examples & Samples

Assisting manager in quality control of processed items and evaluating associates on a monthly basis through call monitoring
Provide support to the Client Solutions staff by processing items through our various work types
Work cooperatively with related JPMorgan areas of business to maximize effectiveness of the teams
Must be customer focused and have proven customer service skills in a fast paced environment
Organizational skills, prioritization skills, and attention to detail required
Analytical, problem solving, and initiative required in researching information and finding solutions
Strong interpersonal, team-building, and communication skills
Strong MS skills particularly in Excel, PowerPoint, and Word
At least two years of Mutual Fund experience
Experience with retirement accounts, 529 college savings plans, and investment products required
Strong knowledge of Transfer Agency applications used by Client Solutions
NASD Series 6 and Series 63 licenses preferred

Commerce Solutions Associate Resume Examples & Samples

Prepare and coordinate business cases to evaluate key assumptions and financials
Analyze large amounts of data to present results and recommendations clearly and concisely to senior management
Provide ad hoc financial analysis for strategic projects
Manage multiple concurrent projects to ensure timelines are achieved
Partner effectively with various teams within the Commerce organization
Routine financial reporting (daily, weekly, monthly) and ad hoc financial analysis
Bachelor’s degree in Finance, Accounting, Economics (or related discipline)
3+ years in Finance/Accounting, management consulting or other financial/analytic roles
Strong quantitative, critical thinking and analytic skills, excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, has the ability to comprehend and clearly communicate complex concepts in a fast- paced, dynamic environment
Strong interpersonal, verbal and written communication skills
Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based, has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously
Knowledge of Microsoft Word, Excel, PowerPoint/PitchPro, Essbase and SQL (preferred)

Baam Individual Investor Solutions Associate Resume Examples & Samples

2-5 years of work experience
B.S or higher degree in Economics, Finance, Accounting or related discipline
Strong communication skills, a demonstrated ability to write effectively and a desire to work in a team environment, often under pressure
A strong knowledge of markets, securities and investment strategies is essential
Candidates must be U.S. citizens or individuals with authorization to work in the U.S

Solutions Associate Resume Examples & Samples

Responsible for administration of Inbound Emails
Builds solid, effective working relationships with others
Constructively works under stress and pressure when faced with high workloads and deadlines
Answers phone and greet public in a friendly and courteous manner
Displays a preference for interacting with people, being friendly, outgoing, articulate and socially at ease
Adjusts readily to change and adapt as needed
Able to sit for long extended periods
Uses relevant computer system applications (which may include spreadsheets, word processors, databases, etc) at an intermediate level
Maintains a positive attitude in the face of criticism, rejection, or failure
Provides courteous, timely service when addressing customer questions and concerns

Prime Solutions Associate Resume Examples & Samples

Excellent problem solving skills and experience with security instruments, derivatives, equities, bonds & swaps
Strong analytic and quantitative skills
Ideal candidate would be self-motivated and have the ability to work in an uncertain environment
Ability to converse and interact with clients is a must
Working with many tasks at once

Alternative Solutions Associate Resume Examples & Samples

2-5 years of experience of comparable industry experience (e.g. investment management, investment banking, management consulting)
Intellectual curiosity and strong analytical, quantitative, and critical reasoning skills
MBA or CFA preferred

Client Solutions Associate Resume Examples & Samples

Respond to inbound phone calls in a timely and professional manner, while practicing call ownership and accountability on every interaction
Achieve and maintain minimum productivity and quality performance standards, as evaluated on a daily/weekly/monthly basis
Responsible for consistently following current procedures and maintaining an acceptable knowledge level of the work flow structure
Update Management on any trends, issues or problems that may impact the business or clients and offer suggestions for resolution
Assist with the collection of feedback or quantitative call data, as directed by management
Use each call as an opportunity to present a positive company image and strengthen our business relationship with the client
Effectively communicate any requirements to clients and exercise good judgment in the enforcement or exception to policies
Present a “can-do” attitude on every interaction with clients and co-workers thereby promoting and supporting a positive work environment
Make every effort to resolve issues and conflicts which may arise before call escalation
Be flexible to deviate from the standard when the situation warrants, to keep the welfare of the client and our business at the forefront of the decision-making process
Good knowledge of internal process flows; including knowledge of Title/Escrow terminology and Title products
Excellent customer service skills; including a pleasant and professional speaking voice and calm demeanor in all client interactions both oral and written
Excellent listening and problem-solving skills
Excellent organization, documentation and follow-through skills
Be flexible and adaptable to change (including work hours)
Working knowledge of systems
Minimum one year of Title Insurance industry employment or related experience

Senior Business Solutions Associate Resume Examples & Samples

Lead MAF Digital initiatives end-to-end from Discovery to Implementation to Assessment and Analyze, supporting GoToMarket and multi-channel initiatives for Medical Affairs Canada
Support continuous improvement initiatives in Medical Affairs business processes via technology
Analyze business requirements and processes and translates into project objectives
Participate in technical design, contributing insights and ideas that help translate business needs of functional partners in Medical Affairs into solution specifications
Demonstrate understanding of business opportunities and challenges and identifies potential solutions that can add business value to the functional area within Medical Affairs
Follow established procedures to test new software or enhancements to existing software to ensure solutions are delivered with quality, on-time, and in accordance with business requirements, executing both SIT and UAT as required
Optimize existing technology by identifying new ways to provide value to Medical Affairs
Manage to milestones by identifying critical project issues such as resource needs and contingencies
Collaborate with Business leaders in Medical Affairs along with cross-functional partners to lead the implementation of technology solutions (such as HCP Portals, CRM) that align Medical Affairs with Janssen Experience
Work with data suppliers and vendors to develop analytics solutions specific to MA data
Analyze and research these solutions to glean deep customer insights translating into transformative process and systems improvements
Lead the assessment of digital solutions and vendors to identify scalable digital solutions that can be leveraged across therapeutic areas and by multiple business units, e.g. Webcasting and Virtual Medical Meetings technologies
Bachelor's degree, diploma or equivalent past work experience
Minimum 5 years of experience managing technology projects
3-5 years of experience within the pharmaceutical industry
Knowledge of Regulations and Policies guiding Canadian Pharmaceutical industry such as Health Canada, Innovative Medicines Canada (Rx&D), HCBI, Healthcare Compliance, GxP
Strong Social Communications and Digital Expertise
Strong analytical and project mgmt skills required, including a thorough understanding of translating customer business needs into technology requirements
Strong partnering, collaboration and negotiating skills
Strong problem - solving and reasoning skills (critical thinking)
Advanced organizational, prioritization and multi-tasking skills
Strong facilitation and presentation skills
Excellent interpersonal, communication and influencing skills

Demo Solutions Associate Resume Examples & Samples

Deliver a full range of support to internal SAP customers on a daily basis
Provide and enhance reports to management
Take responsibility for assigned projects - Communicate aspects of project status to superiors
Professional use of various technology tools and software to accomplish goals
Facility specialist can oversee a functional area or functional team coordinator. Specialist will not have direct managerial reports
Role requires decisions with a moderate level of financial impact or a moderate complexity of work area
Provide solutions, problem solving and suggestions for improvements related to basic matters within his / her area of responsibility
Understanding of processes and interfaces across organizational boundaries that relate to area of responsibility
Area 1 Contribute on assigned sub-projects
Area 2 Provide reports/information to Mgmt
Area 3 Customer support
Candidate will have 3+ years of functional experience relevant to facilities or real estate management
Strong command of both written and spoken English, plus local language
Bachelor degree preferred and/or adequate experience

Portfolio Analysis & Solutions Associate Resume Examples & Samples

Ability to work with the team and with sales teams to construct portfolios tailored to regional client requirements
Ability to understand and implement macroeconomic and asset-class themes within portfolio investing to drive investment in to portfolio solutions for client segments across EMEA
Ability to gather data and assimilate investment strategy and model portfolio solutions data within the context of working with clients to build investment portfolios
Ability to conduct market structure, market behavior and portfolio implementation research
Involvement in key research projects, leverage experience and expertise in portfolio construction to contribute to relevant research projects and participate in the creation of research publications where applicable
Build relationships with other teams supporting the investment data and portfolio build and maintenance process. Closely partner with multiple teams across the organization in the execution of joint research work
Partner with sales to drive flows into BlackRock products through portfolio analyses and solutions; serve as product/investment specialist for client discussions
Maintain and continuously enhance a deep technical investment, product and competitive knowledge base
Experience in portfolio management and investment research area of a financial firm. Preferable: experience in an Investment Consulting or Sell side firm
Excellent analytical skills, as evidenced by formal training in econometrics or statistics, and extensive experience in utilizing those skills in an applied research environment. BA/BS in a quantitative/analytical, finance or economics discipline, CFA desirable
Programming skills in VBA and/or Matlab a must
Strong understanding of financial markets, including drivers of return, risk control and portfolio construction techniques
Strong understanding of the use of computer technology in financial and economic research
Strong understanding of data available in the investment management industry and experience in managing and accessing such data to support research efforts
Effective communication skills, both written and verbal. The successful candidate must have the confidence and credibility to persuasively interact with colleagues, management, and clients
Ability to work efficiently and multi-task effectively in a fast-paced and team-oriented environment. This will include research project work solution generation and implementation

Client Solutions Associate Director Resume Examples & Samples

5-8+ years of experience in digital advertising account management, yield optimization, marketing strategy/consulting, or brand management
Experience leading cross-functional teams, both directly and indirectly
Ability to apply innovative thinking to solve complex client marketing challenges
Strong ability to create, build and leverage relationships and effectively interface with client leadership
Strong analytical skills - comfortable using Excel for data analysis with understanding of advanced analytic approaches
Excellent listening, presentation, and written and verbal communication skills
Effective time management skills; ability to prioritize, delegate and meet deadlines
Ability to contribute as a leader in a fast-paced, entrepreneurial, team-based environment

Demo Solutions Associate Resume Examples & Samples

Excellent communication skills of listening to customer requirements, asking clarifying questions, and sharing ideas in a professional manner
Experience with Web 2.0 technologies such as HTML5, Javascript, CSS, JSON, XML, OAuth, JQuery, Swift, Java
Experience with design and creation of desktop, browser, and/or mobile application user interfaces
Good understanding and working experience on virtual/cloud based technologies
Understanding of relational database management systems
Ability to work with third-party products for the purposes of integration with SAP technologies is a plus

Lending Solutions Associate Resume Examples & Samples

Contribute to the achievement of the National Adjudication Centre of Expertise and Branch objectives, policies and procedures, and practices. Centre is located in Mississauga
Strong drive and ambition to develop into a Lending Solutions Manager
Results oriented with a passion for making a difference to our clients
Demonstrated analytical skills and business acumen to conceptualize complex lending solutions
Attention to detail with adeptness to set priorities and meet deadlines while maintaining a high work standard
Ability to perform effectively as an independent contributor and in a team environment, including establishing relationships with other internal partners
Strong verbal and written communication skills, coupled with computer skills
Strong organizational skills, ability to perform multiple priorities while maintaining high quality work
Fluency in French is an asset

Solutions Associate Resume Examples & Samples

Able to display a preference for interacting with people, being friendly, outgoing, articulate and socially at ease
Able to remain immobile for long extended periods
Able to use relevant computer system applications (which may include spreadsheets, word processors, databases, etc) at an intermediate level
Able to maintain a positive attitude in the face of criticism, rejection, or failure
Able to provide courteous, timely service when addressing customer questions and concerns

Gmda IT Solutions, Associate Resume Examples & Samples

Manage project deliverables by coordinating with Tokyo Head Office, and various groups including Traders, Marketers, Onboarding, Technology, Compliance & Legal
Assist with gathering business requirements, testing support and representing Global Market’s position on projects
Ability to manage several projects or initiatives simultaneously
Track, monitor and regularly report projects & initiatives for Sales and Trading
Gather multiple project information and create reporting material for NY and Tokyo management
Apply strong business knowledge to solve problems independently, without relying on daily supervision
Collaborate with various internal groups to determine and resolve issues
Improve upon existing production support processes for Traders and Marketers
A business related BS or BA degree
A minimum of 3+ years of related experience, with prior bank experience
Knowledge of project management, milestones and deliverables
Knowledge on Rates or FX trade processing, regulatory reporting, and client onboarding
Strong knowledge of MS Office – Excel & Powerpoint
Ability to create management reports, manage project issues and monitor testing
Strong interpersonal skills, ability to work independently, as well as in a team setting
Excellent organizational, analytical and communication skills
Ability to build strong relationships with various groups in NY and Tokyo
Dodd Frank, Canadian, EMIR, and Margin regulatory knowledge
Experience with industry wide platforms such as MarkitWire, DTCC, Triana, DealHub
VBA programming skills

Client Solutions Associate Resume Examples & Samples

Strong interpersonal skills and ability to build relationships with senior influencers and decision-makers
Maintains a deep understanding of a client’s requirements and the drivers influencing investment decisions
Proven track record in retaining and growing existing client revenue
A generalist with working knowledge across the entire Aviva Investors product set
Maintains strong investment, market and industry knowledge

Wealth Protection Solutions Associate Resume Examples & Samples

BA required
3-4 years financial services experience
Ability to work on multiple projects with concurrent and competing deadlines
Strong project management skills - ability to develop detailed action plans, set reasonable deadlines, follow-up with key stakeholders, and manage deliverables and expectations
Exceptional PowerPoint and Excel skills
Tax or consulting experience a plus

Digital Solutions Associate Resume Examples & Samples

Acts as primary point-of-contact for a select group of clients
Leads day-to-day management of client campaigns
Partners with Digital Solutions Manager(s) across select, strategic accounts to drive adoption and value of the Nielsen data
Partners with sales team to move new customers from trial to repeat business
Partners with ad ops team to deliver superior customer experience
Teaches our clients to interpret the results of our brand lift studies and leverage them in their business
Proactively shares new ways to build the client’s businesses and to grow accounts
Bachelor’s degree, 3+ year’s previous client services / account management experience with a focus in the digital media industry
Understanding of the overall media and measurement/analytics landscape in advertising and marketing trends
Very strong project management skills
Experienced with running/overseeing online advertising campaign and media operations
Day-to-day client management experience
Experience giving presentations to clients
Word, Excel, PowerPoint skills
Knowledge in the usage and operations of ad serving technologies a plus
Possess a desire to learn and grow within Nielsen!

Member Solutions Associate Resume Examples & Samples

Contact and save members who have submitted a termination requests
Conduct and complete New Member Orientation calls
Review and resolve escalated member issues
Assist Members with Path to Order concerns and policy & procedure questions
Handle requests from other teams for member profitability analysis and other information
Record all notes of calls, e-mails and other communications into HEAT
Perform other duties to support company initiatives and goals as assigned
High school diploma and preferred college courses taken, minimum of 3 years of customer service and/or sales experience
Strong customer service & negotiation skills and ability to overcome objections
Excellent multi-tasking skills
Strong communication skills (verbal, written and interpersonal)
Excellent problem solving skills and ability to make good business decisions
Ability to work well both independently and as part of a team
Proficient computer skills in MS Office and ability to understand other systems quickly

Document Solutions Associate Resume Examples & Samples

Assignment processing – based on trigger events such as delinquency, foreclosure actions, bankruptcy, subordinations and paid-in-full loans in assignment sensitive states, the Lien Release and Assignment I associate will need to review complete chain of title to prepare the necessary assignment by working with third-party vendors, default counsel and investors to ensure legal standing has been verified to take the necessary action required in a timely and accurate manner in accordance with regulatory and compliance guidelines. This will entail completing Quality Control Reviews and working with the servicing system of record, the internal document repository, Black Knight LoanSphere and other related 3-rd party websites
Assignment Procurement – when necessary, interface with third party lenders to ensure all necessary assignments are procured to ensure standing has been verified and title is complete. Lien Release Processing – on loans that have paid-in-full, the Lien Release and Assignment Associate I must ensure that standing has been verified and that the lien release is prepared and filed in the proper beneficiary name and in compliance with state timelines. This task often includes interacting with title companies and the Legal department to ensure the lien is discharged properly and in accordance with servicing guidelines by the various investors
Special projects and other duties as assigned
Critical thinking skills
Research Skills
Intermediate Microsoft Office skills, with advanced Excel skills preferred
Ability to multi-task and stay organized
Must have excellent written and verbal communication skills
Excellent time management skills and the ability to prioritize to meet deadlines
Strong interpersonal skills and ability to work well in a team environment

Treasury Solutions Associate Resume Examples & Samples

The Treasury Sales Associate (TSA) is responsible for supporting the Sales processes for two Treasury Sales Officers (TSO). He or she partners with the TSO and assists in managing and growing portfolios of certain GCBK and GCB clients globally. He/She assists in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs. TSAs are responsible for utilizing support partners and resources to coordinate industry, prospect and client research for use in pre-call planning for TSOs and partners
Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, TBOR, pricing and CRC preparations, GPS-MIS, Navigator, (other sales tracking systems which may be developed)
1+ years of treasury management/corporate banking liason
Proven ability developing new business in the Large Corporate or Financial Institutions market segment
US cash management and/or International product knowledge
Ability to function effectively in a close team and fast paced environment
Demonstrates business acumen
Demonstrates functional expertise
Excellent Microsoft Office knowledge (Powerpoint, Excel)
Knowledge of the Asset Management and Broker/Dealer industries
Knowledge of GTS products and services

Solutions Associate Resume Examples & Samples

Advanced use of Excel (macros, advanced formulas, analysis tools)
Quick learner, specially systems-related
Process automation orientation
Advanced analytical thinking
Able to persevere on routine tasks
High English Level mandatory (written and spoken)
Customer Service oriented, high sense of urgency and time management
Process adherence and process documentation
Global mindset; able to communicate assertively with stakeholders around the globe
KPI analytical
Excellent communication skills and the ability to communicate confidently
Excellent individual organization skills; good prioritization methods; strong stress management
Collaborator, team player, highly productive, eager to learn and excellent work ethics
Prior experience in the Management of Dangerous Goods is a plus

Client Solutions Associate Resume Examples & Samples

Research, analyze, calculate, and post participant- and plan-level detail in the OmniPlus record keeping system for account corrections submitted by various units throughout the Corporation using all applicable checklists provided. The associate will need to have a broad-based knowledge of all retirement plan account record keeping transaction types since account corrections include, but are not limited to, indicative data changes, fund transfers, contributions, plan transfers, conversions, distributions, and loan-related corrections. Using analytical and decision making skills, the associate will apply appropriate rules for acceptance of requests and communicate problems to clients. Generate and review appropriate correspondence including daily transaction confirmations. Review daily control reports and reconcile as necessary
Prepare basic account corrections using OmniPlus, processing order, transactions, and applicable transaction codes required to maintain account accuracy in the daily record keeping system, which may require coordination with other units
Gain an understanding of how systems are correlated and will reflect the account transactions in client-facing applications and statements, such as internet applications accessed by investors and plan sponsors, as well as quarterly statements
Maintain an accurate audit trail of account analysis, decisions, and actions using the unit's peripheral application for tracking account adjustments and include appropriate back-up when required
Quality assure account transactions using all appropriate edits, both before and after transactions are posted to the system, to ensure accuracy of data entered
Quality assure account transactions prepared by other associates, at both the research and correction phases, to ensure accuracy of logic and plan for resolution
Provide clients with all essential communication required to ensure that account corrections are being addressed efficiently and accurately
Assist with other tasks including, but not limited to, special record keeping functions, fund balance and account reconciliation, participant and employer statement review, and monitoring of all applicable workflow queues
Other duties as assigned

Introducer Solutions Associate Resume Examples & Samples

Providing advice and guidance to introducers regarding all product and policies through inbound call and email enquiries
Facilitating resolution of extended matters including flat cancels, contract change, commission adjustments, asset substitutions, PPSR disputes and VIN investigations
Driving and owning continuous improvement initiatives to enhance the introducer experience
Undertaking proactive measures to retain and drive new business with introducers and internal sales teams
Working with stakeholders to establish and refine processes to mitigate operational risk and enhance efficiencies
Effectively managing risk by identifying and remediating process gaps
Servicing front end system platforms such as the Introducer Assistant and MacLease

Client Solutions Associate Resume Examples & Samples

Must possess at least two of the following
Ability to communicate by e-mail and phone with senior executives
Proven experience managing multiple, competing priorities while working towards an established goal
Ability to overcome challenges or obstacles in the moment
Proven persuasive experience

Download Solutions Associate Resume Sample as Image file