Client Operations Job Description

Client Operations Job Description

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Client operations provides support using business applications used within the organization to perform quality data entry into a CRM system.

Client Operations Duties & Responsibilities

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

Sample responsibilities for this position include:

Support the assigned projects with timely completion of day to day administrative tasks for the various business lines to include Sales Teams, Nurse Teams, Medical Science Liaisons, Market Access, and Call Center projects as directed
Develop & implement comprehensive operating procedures that ensure the accuracy, timeless and completeness of all processes
Work with the Head of Client Operations to plan and implement key client projects
Establish and maintain appropriate systems for measuring necessary aspects of operational management and development
Analyse and report on the performance of new projects and procedures, reflecting on successes and identifying areas for continuous improvement
Assist with Operations projects elsewhere in the company as directed by the Head of Client Operations
As PM for Client Operations, you will work on key projects where you are the key representative of your region in the global team
Other duties as applicable to your assigned projects or departmental needs
Other duties as applicable to your assigned projects or departmental needs.These duties will be outlined in an annual goals and objective process and evaluated in an annual performance management process
Applicable projects as assigned

Client Operations Qualifications

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

Licensing or Certifications for Client Operations

List any licenses or certifications required by the position: ITIL, CFA, CPR, FRM, CPO, CISM, CISSP, PMP, CDCS, US

Education for Client Operations

Typically a job would require a certain level of education.

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

Skills for Client Operations

Desired skills for client operations include:

ERP system
IT products and services needed
Customer's purchasing process from an Inside Sales perspective
Data entry into a CRM
IT reseller industry
Word
Processes
Projects
Systems
Detailed data entry into a CRM

Desired experience for client operations includes:

Focus on solution outcomes and unequalled thought leadership
Speed decision making, respond quickly to customer solution requirements
Solidify HP as one company with a single portfolio capable of solving complex customer challenges
Position HP as a trusted advisor with dependable, predictable global delivery capabilities
Preferably from the consulting world
Understand areas of risk within the firm (within the middle office or other departments)

Client Operations Examples

1

Client Operations Job Description

Job Description Example
Our growing company is looking to fill the role of client operations. 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 operations
  • Enhances current methods and procedures and new assignments
  • Provide support, training and education to Financial Advisors, Client Specialists and other associates regarding cost basis, client statements and financial industry regulations
  • Assess market developments to ensure industry best practices are reflected within the operations
  • Ensure procedures are adequate to ensure compliance with applicable regulatory and audit requirements internal risk management policies
  • Mitigate financial/reputational risk by ensuring appropriate structure, resources, procedures and control are developed and maintained in compliance with regulatory requirements or company policies
  • Business approver for new business opportunities – ensure new business is assessed across a number of perspectives and ensuring the ultimate acceptance of new balances the risk elements against the economic/business benefits
  • Work with all internal teams to create, develop and maintain operational procedures and best practices
  • Assist the Client Services Management team to plan and execute box office services installations and service provision
  • Manage the roll out of technology products to new clients, coordinating installation, training and support
  • Ability to develop ideas based on client requirements
Qualifications for client operations
  • Proficiency with Microsoft Office applications (Excel, Access, Outlook, ) and experience with data analysis
  • May involve long periods (6 or more hours) of sitting, standing, or walking
  • May occasionally involve minimal lifting, carrying, pushing, pulling, bending at waist, twisting upper body, reaching above shoulder and kneeling
  • Familiarity with current and thorough operational knowledge of Federal Regulation E, Visa and MasterCard card dispute rules and regulations
  • Responsible for day-to-day operation duties for the teams
  • Work with advisors to assemble paperwork and process applications(for new and existing clients) such as IOC’s, Consent letters, WAS acknowledgments, OFAC, IRA, Brokerage, Beneficiary Designations
2

Client Operations Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client operations
  • Ensure activities meet with, and integrate with, organisational requirements for quality management, health and safety, legal stipulations, environmental policies and general duty of care
  • Maintain effective communication with clients and internal teams to assist smooth running of every project
  • Ensure that all communication, internal and external, is undertaken in a timely, consistent and professional manner
  • Portfolio operations central point of contact for OCIOs and the investment team
  • Extension of client staff for all portfolio operations tasks and inquiries
  • Problem resolution and supplemental analytics for client portfolios
  • The individual needs to understand the day-to-day the high level Target Operating Model structures
  • Generate mass mailings, and copy/file as needed
  • Assist in resolving payroll and Concur issues
  • Generate/review and distribute reports per contract requirements
Qualifications for client operations
  • Thorough understanding of the ticketing industry essential
  • Good understanding of Microsoft Office Suite essential, including Access and Project
  • BS/BA with two or more years of experience in the financial services industry
  • Proficiency with Microsoft Excel and familiarity with other Microsoft Office software
  • Transversal knowledge of the services and products of the corporate and investment banking sector
  • Proficiency in Excel (pivot tables, v-look up and basic calculations)
3

Client Operations Job Description

Job Description Example
Our company is hiring for a client operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client operations
  • Assist in resolving project-related call and sample accountability issues
  • Process personnel documentation and generate/distribute rosters
  • Participate in meetings and conference calls, as required by OM/NBD
  • Assist with meeting travel and training setup, as requested
  • Coordinate/communicate with internal departments, vendors and/or client/field personnel, as needed/requested
  • Assisting the manager, who is responsible to meet customer needs and achieve profitability
  • Monitor and manage key performance criteria
  • Foster respect and collaboration within the team and/or university partners
  • Implement and improve high quality faculty support and training programs
  • A strong research background and the ability to understand the implications of financial sanctions on individuals, blocked person’s, Specially Designated Nationals (SDN’s) and risks of dealing with them
Qualifications for client operations
  • Project management skills essential, preferably with Prince2 Practitioner or equivalent
  • Learning to remotely monitor, manage and support customer applications/service health
  • Understanding of both Module Pattern and Prototype
  • Author and maintain extendible JS Libraries
  • XSS, CORS, JSONP, and AJAX
  • Flash (AS3)
4

Client Operations Job Description

Job Description Example
Our company is looking for a client operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client operations
  • Sponsoring , executing and communicating on key projects that provide automation improvement, efficiency gains in production and quality
  • Provide leadership and coaching to the management team
  • Establish and maintain professional and productive relationships with various internal departments (including the Incident Management teams)
  • Take responsibility for the quality of client service & contracted deliverables to assigned client (s)
  • Agree goals, monitor and appraise the performance of team - providing regular formal and informal feedback ensuring the PPR system is updated within corporate deadlines
  • Establish and maintain good working relationships with clients, third parties and colleague, communicating effectively through formalised reporting and ad-hoc liaison
  • Ensure effective logging and resolution of inquiries and liaise with appropriate parties to resolve/escalate queries / problems within agreed timescales
  • Effectively liaise with other Operations Client Service team members, Commercial, Product, Research Sciences, and other support groups to ensure ultimate resolution and communication of inquiries
  • Manual updates to RxClaim, and updates to RxClaim via macros
  • Set department goals and provide guidance to the team to successfully achieve the goals
Qualifications for client operations
  • Primary Degree or a Professional or Accounting qualification or equivalent
  • Significant experience working in the provision of fund administration services
  • Understanding of sourcing information from various data sources,(Bloomberg, Factiva, Lexis Nexis ) and in several cases utilizing financial reports and audited statements for such purposes
  • Ability to recognize issues and troubleshoot appropriately
  • Excellent team player, - able to work collaboratively in a team and a matrix organization towards achieving collective goals
  • Lead client account issues resolution and communicate resolutions and explanations to internal commercial teams and any other functions required
5

Client Operations Job Description

Job Description Example
Our growing company is looking for a client operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client operations
  • Manage all operating rhythms, conduct detailed analysis, drive and execute both day-to-day priorities and longer range objectives and projects across a wide scope of initiatives that the Client Delivery SVP identifies
  • Drive, coordinate and orchestrate Client Delivery projects and strategic and tactical initiatives across the organization
  • Research, compile, analyze and summarize data for special projects and/or reports
  • Advanced IT skills, such as Windows XP, Microsoft Word and Microsoft Excel
  • Involvement in the pre-sales process to ensure the correct solutions and approach are selected based on an individual client’s environment & business requirement
  • Assist our strategic clients, through in-depth knowledge of their environment, to ensure a smooth implementation of our SDK, while acting as their escalation resource to drive problem resolution
  • Investigates and analyses verbal and written requests for product enhancements from clients, and partners, and proposes conceptual solutions
  • Devises testing strategies within a dynamic and multifaceted measurement context
  • Provide coaching, technical and business knowledge for other members of the team with regards to emerging features, capabilities and challenges
  • Provide ad hoc operational support to the Client Management team on a daily basis
Qualifications for client operations
  • Advanced Ticketmaster system knowledge essential
  • Investigate data/system issues and support on proprietary data analyses tools
  • Conduct training when needed for the commercial teams and clients
  • Facilitate issue resolution for all downstream products and deliverables
  • Process improvement and innovation in the ways of doing things
  • Fluent in English (spoken and written), any other main European language is a plus

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