Client Implementation Job Description

Client Implementation Job Description

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Client implementation provides preparatory and post execution support to the Investor team, assist Senior Investors with investment advisory services and recommendations across multiple asset classes to Private Banking clients.

Client Implementation Duties & Responsibilities

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

Sample responsibilities for this position include:

Support discovery sessions to understand the client’s fund structure, current processes, scope of asset classes, and bespoke requirements
Facilitate and provide structure for regular client meetings during the implementation
Writing and managing detailed project plans
Member of a global Client Implementation Team
Report customer project accomplishments and deliverables to management monthly
Review and approve staff card program changes and trend opportunities for department development
Be the point person for “franchise” clients with lots of high level exposure and Sr
Determine, coordinate and support connectivity needs for the various trading desks across all asset classes
Utilize KYC documentation skills to verify the identity of new clients
Procuring internal approvals for new transactions, managing the new product approval process

Client Implementation Qualifications

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

Licensing or Certifications for Client Implementation

List any licenses or certifications required by the position: PMP, CTP, SWIFT, FP&A, PMI, ITIL, FRM, CFA, AGILE, UCLA

Education for Client Implementation

Typically a job would require a certain level of education.

Employers hiring for the client implementation job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Computer Science, Finance, Education, Technical, Management, MBA, Accounting, Engineering, Project Management

Skills for Client Implementation

Desired skills for client implementation include:

Commercial cash management and electronic banking products
HSBC Group capabilities
CMB’s international proposition / product capabilities
Services
Asset management business and investment products across major asset classes
Customer Identification Programs
Assigned CoreLogic products and services
HIPAA EDI protocols
Healthcare Business Systems desired
Excel

Desired experience for client implementation includes:

Minimum 5 years experience in an Implementation or Client Service role
Strong knowledge of e-order, e-start, biz tracker, salesforce.com preferred
Ability to handle stress, peak volume periods, tight deadlines
Due to the increased number of GTRF implementations across multiple countries there is an urgent need to standardize customer implementations through governance and quality driven processes
Processing, controlling, confirming and settling the firm’s and our client’s transactions to a high quality standard internally generated transactions necessary to conduct business
Responding promptly to client and counterparty inquiries, committing to deliverables undertaking ad hoc investigation and analysis, where this is appropriate

Client Implementation Examples

1

Client Implementation Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client implementation. 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 client implementation
  • Directs the overall activities to ensure that implementation projects remain on track and aligned with organizational objectives, including but not limited to schedules, budgets, key project objectives and project methodology as set forth by the Company
  • Ensure the creation and execution of a repeatable and effective process for implementing customers
  • Maintains an active awareness of all sales and renewal pipelines
  • Ensures the Front Office System (FOS) is maintained with all pertinent customer information
  • Allocates project assignments to best utilize resources, meet project objectives, and deliver quality customer service
  • Provides expertise and project and technical advice to implementation managers based on experience and specialized knowledge respective to a particular operational function
  • May lead the development and execution of project specifications, objectives, and plans for implementations and solutions for large and/or key accounts highly complex projects
  • Define the scope of efforts related to implementation required to meet objectives
  • Works directly with the Leadership of Independence’s Data Warehouse team to ensure that AHA’s Customer reporting needs are met
  • Ensure that the cost of implementing and supporting a customer is well understood by sales and underwriting to support effective pricing
Qualifications for client implementation
  • Root-cause analysis and lean processes
  • College or university degree or equivalent work experience
  • Managing accounts set-ups for all mandate events (account implementations, account changes, account terminations) in relevant operations systems
  • Managing account set-ups throughout the lifecycle of a Transitions mandate (from account implementation to account closure)
  • Liaison with internal (PCA, Trading Desks, Compliance, Regulatory Operations ) and external clients external counterparties (custodians, brokers )
  • A minimum of 4 years of Banking, Treasury Product, Technical and/or Project Mgmt experience
2

Client Implementation Job Description

Job Description Example
Our growing company is looking to fill the role of client implementation. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client implementation
  • Keeps the appropriate people informed of project progress and disseminates information on any problems or potential delays
  • Drives innovative development of client implementation processes and mitigates any issues in the implementation
  • Serves as escalation point and decision maker for implementation issues
  • Leads and participates in contingency planning activities
  • Presides over post project reviews with members of the project team to revisit the work flow, project successes and opportunities for improvement, moving forward
  • Proactively provide recommendations to improve existing processes and develop new ones that will increase work efficiencies and overall customer satisfaction
  • Quality assurance and testing of portal sites and new functionalities
  • Participate in design and implementation of new product enhancements
  • Triage and liaise with Sales to understand client’s needs and assist in gathering the information and workflow required to facilitate the appropriate approvals for trading
  • Contribute to the successful roll-out of COBRA across Global Markets, providing support and guidance to business users and communicate feedback to project teams for issue resolution and system enhancements
Qualifications for client implementation
  • Ability to establish and maintain effective working relationships with peers, business partners, clients, and senior mgmt
  • Selfstarter and independent worker, ability to work without direct supervision
  • Understanding of project mgmt
  • Able to take high level information and drill down to detail levels that can be shared and communicated to various audience levels
  • Very strong Microsoft Office skills required
  • Prior Client implementation experience required
3

Client Implementation Job Description

Job Description Example
Our company is growing rapidly and is looking for a client implementation. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client implementation
  • Work closely with the Director, Client Services Program Management to improve implementation processes and rectify any issues and/or risks
  • Serve as central point of contact in all on-boarding matters and coordinate the end to end on-boarding workflow utilizing an internal on-boarding application (COBRA)
  • Identify and realize efficiencies / identify and resolve deficiencies, in the existing client onboarding process, policies and systems
  • Assist in reporting of client on-boarding progress to business stakeholders, providing transparency and improved client service
  • Comply and stay updated with all compliance (KYC/AML) and regulatory requirements (EMIR/Dodd Frank), including client outreach for additional information
  • Determine, coordinate and support connectivity needs for various trading desks as needed
  • Provide direction or support to less experienced staff, participate in the development of their skill set
  • Such activities may include interfacing with agencies, government regulators, 3rd party processors
  • Develop a sustainable process for the QP Implementations and ongoing support that includes establishing a plan, communicating the plan to others, creating supporting materials and training of the new process
  • Work collaborative with QP Leadership to identify and improve processes
Qualifications for client implementation
  • Member of the Client Implementation Team (CIT) which will be accountable for the global client on-boarding process and client experience with a focus on the Global Markets (Futures, Commodities, Equities and Fixed Income) trading businesses
  • Experience in working with and integrating APIs (JSON) with external Clients required
  • Prior functional testing experience required
  • Confirming business solutions post sale
  • A track record of results in high pressure, client facing environments
  • PMP certification (or willingness to pursue certification)
4

Client Implementation Job Description

Job Description Example
Our company is hiring for a client implementation. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client implementation
  • Manage/oversee QP client implementations by creating an implementation plan that includes initial set-up, review of contract, data ingress, data transfer, and data quality control components
  • Develop and maintain documentation for tracking and reporting client implementations and ongoing support
  • Build client relationships and collaborate/work directly with internal departments and client contacts related to the implementation plan
  • Communicate with clients, stakeholders, and internal team related to all aspects of the implementation project status, including milestone dates, deliverable status, and any risks or issues that arise
  • Develop the process to transition the client and ongoing maintenance to other account team members as needed once the implementations are complete
  • Utilize the project management methodology, serve as the main point of contact for client interaction through the transition process, executing to successful completion
  • Develop relationships and partner with all areas of RIS to orchestrate a successful transition
  • Ensure that staff efforts are integrated and aligned with, TBA market objectives, product development and management, client experience activities and objectives
  • Develop and maintain relationships with internal partners including but not limited to, ISA, Legal, Risk, Compliance, Audit
  • Define new delivery standards and develop internal tools that improve delivery performance
Qualifications for client implementation
  • Dynamic presentation and excellent verbal/written communication skills
  • Excellent ability to listen for and articulate customer needs
  • Experience in assessing and recommending win-win business solutions that meet client and business needs
  • Ability to organize and prioritize accountabilities in a deadline-driven environment
  • Ability to influence and lead others to achieve project deliverables
  • Bilingual (French and English verbal) are an asset
5

Client Implementation Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of client implementation. 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 client implementation
  • Build and maintain a deep understanding of our product suite with the ability to explain them to others
  • Demonstrate proficiency in the Bronto Marketing Platform, Bronto Integrations and Bronto Professional Service offerings
  • Listen to the needs of new customers and apply this knowledge to solve business challenges and help drive customer success
  • Communicate customer needs internally and collaborate effectively with other parts of the organization to ensure customer success
  • Customize project plans and manage customer implementations by applying Bronto launch methodologies across all customer projects
  • Manage new customer communications and share status updates with internal and external stakeholders
  • Simultaneously manage many concurrent small to midsize projects
  • Champion client centricity and deliver a consistent and exceptional client experience
  • Manage end to end client implementations for NYSE Governance clients using project management methodologies and tools
  • Oversee Plan Implementation process/workflow within key departments, communicating timelines, internal and external due dates, and expectations
Qualifications for client implementation
  • Representing the Implementation experience Pre-Sale
  • Building effective teams and relationships
  • Certified as a mindfulness facilitator from a reputable academic institution such as the Semel Institute for Neuroscience and Human Behavior at UCLA, The Center for Mindfulness, (non-negotiable and must be able to provide evidence via certification and / or acknowledgment on such website)
  • 10 years related experience including extensive experience in the Health Care Insurance industry and health insurance regulations, business practices, and trends
  • A deep understanding of Healthcare data and how it is being used by business for analytical and operational purposes
  • The ability to develop and oversee a team of service delivery professionals, providing overall coordination and management to implementations and effective presentation and technical sales support as normally obtained through seven to ten years of project management or coordination experience in an operational environment and/or a customer facing project management role

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