Associate Client Manager Job Description

Associate Client Manager Job Description

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Associate client manager provides end to end sales cycle management support including sales cycle management support including sales forms completion, and asset transfer coordination with alternate carriers.

Associate Client Manager Duties & Responsibilities

To write an effective associate client manager job description, begin by listing detailed duties, responsibilities and expectations. We have included associate client manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Preparation of industry and other relevant company research used primarily by coverage bankers, peer group analysis
Assist with client conversions such as a trustee change, valuation frequency change
This role combines day-to-day oversight of a client team with the development of the regular incoming analyst class
Coordination and execution of setup activities for SV Investment Only Clients, Intermediaries, Record keepers
Coordination and processing of client transactions, deposits, withdrawals
Assist the Director, Client Service with the creation and maintenance of a detailed plan to support the overall country / region client experience monitor individual client plans where improvement/actions are required
Create/use the Voice of Client (client satisfaction) information at a portfolio level to monitor and ensure their team has actions against these and is being proactive in their approach
Coach MCSs and ensure that they develop a solid knowledge and understanding of
For Mid-Market, responsible for the successful identification and migration of clients into the standard operating model
Represent client position in internal governance process

Associate Client Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Associate Client Manager

List any licenses or certifications required by the position: PMP, QIB, SWIFT, FP&A, CTP, CPM, APICS, CIMA, CAM, PGP

Education for Associate Client Manager

Typically a job would require a certain level of education.

Employers hiring for the associate client manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Management, Education, Finance, MBA, Accounting, Economics, Business/Administration, Engineering, Marketing

Skills for Associate Client Manager

Desired skills for associate client manager include:

Finance and operations
Project management
Insurance renewal end to end process
Sales drivers to help our clients increase revenue
Sales management coupled with a good understanding business
Sourcing
Statistical approaches
Technology market
Application processing
Best practice and success stories

Desired experience for associate client manager includes:

Consults with Product Managers, legal, risk and compliance units to define project problems, task plans and processes
Drives creation of Processes and Procedures for Documentation Research, Legal Document Review
The candidate needs to be flexible in terms of work hours and shifts because of the nature of the job
Communicate in open forums and meetings
Identify and serve new and existing clients across different channels
Strong focus and experience in client service management, communication and delivery

Associate Client Manager Examples

1

Associate Client Manager Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of associate client manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate client manager
  • Accountability for delivering service related to data analytics
  • Program Governance tracking
  • Organization Communications
  • Develop and maintain sources of legal competitive information providing prompt, complete reporting on promotions, pricing, sales trends, competitive company structure and policies
  • Management of Services pricing and margins according to agreed targets
  • Work with the Senior Client Services Manager and Client Service Managers to ensure effective teamwork across project team members both internally (ensure sufficient resources dedicated to project) and with external ancillary services (Accessioning, QC, QA, IT)
  • Develops and maintains strong relationships with internal and external partners, including key distribution partners and producer groups
  • Provides analysis, negotiations and decision making for the successful resolution of customer and/or producer disputes, including complaints involving complex systems, products and/or regulatory restrictions
  • Demonstrates and maintains a working knowledge and understanding of products, regulatory rules, operational systems and procedures
  • Coaches and provides timely feedback to team members as needed
Qualifications for associate client manager
  • Degree in translation or similar would be an advantage
  • Demonstrated ability to effectively manage priorities effective time management
  • Self-directed, highly motivated, and able to work independently work together as a team
  • Bachelor's Degree or High School Diploma/ GED with 3+ years of experience in a client facing support role
  • Must be able to travel up to 5% to client sites as requested
  • Leadership or people management experience
2

Associate Client Manager Job Description

Job Description Example
Our company is hiring for an associate client manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate client manager
  • Gather spend data and requirements for in-scope categories for sourcing and potential savings (facilitate via SPOC)
  • Facilitate standardisation of requirements, forming agreement on baseline costs and estimated savings before the start of any sourcing event
  • Build relationships with stakeholders, and coordinating sourcing team members to deliver contracted savings and services for their specific categories
  • Data management and metrics reporting related to Servicing activities (volume, timeliness, quality)
  • Acts as primary liaison between client and FIS for assigned accounts
  • Learns and demonstrates product and industry knowledge including various solutions, market strategies, and competitive intelligence
  • Implements account coverage methodologies to effectively manage renewals of current FIS clients
  • Prepares and submits Client Call notes after each client visit in EMS
  • Delivering revenue targets, taking accountability for business planning and implementation
  • Heavy usage of Salesforce.com to keep track of sales activities, leads and opportunities
Qualifications for associate client manager
  • Bachelors’ degree in quantitative discipline (business/finance/economics/mathematics) or equivalent
  • Ability to manage numerous negotiations/vendor relationships simultaneously
  • Advanced degrees or additional certifications such as Certified Purchasing Manager are a plus
  • 3+ years’ experience in Client Customer Support and Operations that directly aligns with the specific responsibilities for this positon, including 1+ years of managerial, supervisory and/or demonstrated leadership experience
  • Attends to clients’ research needs under direct supervision of the AMD Director / Business Unit Head (BUH)
  • Services at least one of the top 10 clients/Key Accounts and at least two regular small revenue clients on his/her own under direct supervision of BUH
3

Associate Client Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of associate client manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate client manager
  • Manage internal and external resources to optimize client impact within project budget, timeline and deliverables and agreed upon scope
  • Effectively manage complex project in ambiguous environment
  • Develop senior client relationships in order to influence services sales opportunities
  • Responsible for contributing to knowledge capital
  • Translate ambiguous communication into clear and precise language
  • Responsible for determining data collection requirements and creating concrete analysis from ambiguous requests, based on customer needs
  • Responsible for driving succinct analysis from multiple data loads
  • Responsible for supervising teams of 7+ employees
  • Mentor junior associates to developing sound analysis and evoking critical thinking ability
  • Develop strategic relationships developing an advisor relationship
Qualifications for associate client manager
  • Minimum of 4 to 6 years of retirement services background with investment operations experience with Defined Benefit/Defined Contribution product administration
  • Bachelor’s Degree in Computer Science (CS) or related field
  • Recommends appropriate research projects/programs based on client’s informational needs/problems
  • Prepares proposals and cost estimates for projects using innovative, customized research methodologies and business solutions, subject to BU Head’s approval
  • Establishes appropriate operating budgets and timetables for each phase of the project
  • Oversees proposals and cost estimates for projects delegated to junior team members (RA/RE)
4

Associate Client Manager Job Description

Job Description Example
Our company is hiring for an associate client manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate client manager
  • Develop an in-depth understanding of the university's business, structure, challenges and
  • Requirements within the context of the university sector
  • Asses opportunities & identify categories for wave planning
  • Develop senior client relationships to influence services sales opportunities
  • Responsible for determining data collection requirements and creating concrete analysis from
  • Ambiguous requests, based on customer needs
  • Provide University specific reports on contracted savings
  • Suggest ways to increase the adoption of client
  • Processing of clients’ instructions on Singapore local clearing and settlement to ensure trades are settled on settlement date
  • Handles internal / external clients’ enquiries
Qualifications for associate client manager
  • Ensures profit objectives of projects under his/her responsibility
  • Networks and develops close relationships with set of clients
  • Assists in championing one TNS packaged products
  • May assist the BUH in developing the group’s annual plans and programs
  • Previous sales experience in either the energy industry, service industry or selling to industrial and/or commercial clients
  • Computer literate in a Microsoft Office environment
5

Associate Client Manager Job Description

Job Description Example
Our growing company is hiring for an associate client manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate client manager
  • Monitor and resolve exceptions including reconciliation breaks promptly
  • Performs oversight on hub service providers
  • Stays abreast of changes in securities markets and ensures market / client updates are sent to clients within the stipulated timeframe
  • Identifies service efficiency enhancements and process improvement opportunities, contributing to / drives the implementation of such initiatives
  • Strong understanding of risks and ensures adequate controls are in place to protect the Bank’s interest
  • Facilitates the completion of procedures, SLA review, service reviews with service providers and due diligence with clients
  • Carries out any other assignments and provides back-up within the team which may include asset servicing, client onboarding and cash management activities
  • ..for all identified targets which outlines a series of proactive action items that will facilitate the closing of the clients into the relevant product or strategy
  • Communicate project information to stakeholders, design templates, create presentations, review and edit project deliverables and maintain the project information repository
  • Client services associate project managers help resolve project conflicts, identify resource requirements and align the project team on project scope
Qualifications for associate client manager
  • Provides feedback to clients on the progress of projects
  • Syndicated data experience / Spectra preferred
  • The ability to learn and have good understanding of FIS products and services
  • Requires negotiation and communication skills, both written and verbal
  • End to End Lease Admin domain knowledge across commercial retail portfolio including Lease set up, monthly billing, percentage rent billing, late fee billing - - Deep industry knowledge in CAM Audit, Rent Roll Variance, Occupancy Reconciliation Knowledge on commercial real estate ERPs like JDE, MRI, Yardi, CTI
  • Implementation of Data Migration projects

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