Client Services Administrator Job Description
Client services administrator
provides day to day support for the Email Service (Lotus Notes/MS Exchange), and Messaging (Skype for Business).
Client Services Administrator Duties & Responsibilities
To write an effective client services administrator job description, begin by listing detailed duties, responsibilities and expectations. We have included client services administrator job description templates that you can modify and use.
Sample responsibilities for this position include:
Researches and reviews royalty information, including, but not limited to, contractual agreements, provisions, rates, in connection with audit response and resolution
Participates in certain executive level meetings with other Warner/Chappell personnel, and as needed, with outside parties (e.g., ASCAP, BMI, HFA, Foreign Affiliates, ) in the remediation of income collection and/or conflicts related to audits
Interacts with representatives from the IT, Legal, Royalty, Creative and Copyright departments of the Company with attorneys, auditors, agents, clients, third party music users, HFA, CMRRA, BMI and ASCAP
Processing check deposits and fed fund wires
Roll up of weekly & monthly stats
Covering other desks in the group
Preparing and processing manual screen-scraper requests
Oversight and maintanience of non-marketable assets
Semi-annual audit of Unique Asset HoldingQualifications
The incumbent is responsible for the efficient process and timely delivery of periodic and ad hoc
Client Services Administrator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Services Administrator
List any licenses or certifications required by the position: ESCA/ESCM, CTFA
Education for Client Services Administrator
Typically a job would require a certain level of education.
Employers hiring for the client services administrator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Graduate, Finance, Management, Computer Science, Law, Technical, Healthcare, Economics
Skills for Client Services Administrator
Desired skills for client services administrator include:
Business office practices and procedures
Microsoft Excel
Word
Excel and Lotus Notes
Relevant business area and related products
Ultera and Lotus Notes
DCPPs
DPSPs
GRS Global system
Employee Benefits and the industry
Desired experience for client services administrator includes:
Transaction commissions and trailer fees to clients
Responsible for the efficient , timely and accurate delivery of tax/EUSD reporting
Standardization of the processes between the different existing SARA environments
Ensure the escalation communication to Manager in case of operational issues and risks
Ensure procedures are adequate to ensure compliance with applicable regulatory & audit
Requirements as internal well risk management requirements policies
Client Services Administrator Examples
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Client Services Administrator Job Description
Job Description Example
Our company is growing rapidly and is hiring for a client services administrator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services administrator
- Maintained in compliance with regulatory requirements or company policies
- Client Service, Sales and Relationship management support
- The incumbent is responsible for delivering service that ensures the ongoing satisfaction of
- Delivery to all clients consistently must meet specific client requirements
- Ensure all queries are resolved timely
- Help achieve key objectives Service Level Agreements (SLAs)
- Support the compliance initiatives (compliance calls, AMK/KYC, FTSI requests)
- Prioritise, plan and complete contract data validation and other administrative support tasks in line with global and local business requirements
- Validate contracts that are migrated from our current database (Spider) to our new operating system (BOS)
- Assisting in adhoc projects (eg new fund launches, system enhancements, system upgrades, ) as required
Qualifications for client services administrator
- 2 - 3 years experience in Transfer Agency or financial services industry in an operations
- To provide service excellence to Plan Sponsors, Plan Members and Financial Advisors of retirement plans
- To keep accounts up-to-date and be informed of all legislative changes
- Ensure control accounts are monitored and cleared within the service standards
- Coordination of training planning, delivery, venue management, resources
- Administration of Training courses (enquiries, bookings, joining instructions, certificates )
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Client Services Administrator Job Description
Job Description Example
Our company is growing rapidly and is looking for a client services administrator. 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 services administrator
- Preparation of RADAR work order
- Ensure critical activities are followed up with clients or RM, as applicable prior to delivery and filing deadlines
- Design, implement and maintain Enterprise-Level Management Systems
- Coordinate all suppliers with regards to orders (PCR’s), contracts, payment (GRN)
- Supporting Dealer & training events – hosting
- Manage any UAT relating to the file processing and the financial reconciliation processes Manage your own workloads ensuring that all SLA’s are consistently met and issues escalated
- Be responsible for the reconciliation of supplier invoices
- Work with the London and Asia Preferred team to respond to Preferred client inquiries by managing designated phone line, email account, and web/app requests
- Act as ambassador for Preferred both internally and externally, greeting clients, responding to internal client inquiries, and supporting partner relationships
- Liaise with clients to fulfill programme benefits such as such as catalogue redemptions, café reservations, private tours at museums, and VIP access at art fairs
Qualifications for client services administrator
- Control and storage of course material
- Intermediate / Higher Vocational Education
- Five years of experience in client focussed organisation, preferably in service industry
- Excellent Knowledge of Czech and Polish language verbally as in writing
- Very good knowledge of English language, knowledge of Russian language would be beneficial
- Excellent MS Office knowledge and practical experience together with good understanding of corporate information systems and databases
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Client Services Administrator Job Description
Job Description Example
Our growing company is looking for a client services administrator. 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 services administrator
- Maintain the Preferred redemption tracking by logging use of programme benefits
- Create art fair and museum exhibition lists for client requests, internal distribution, and editorial content
- Track museum contract renewal, exhibition schedules, and admission data
- Support Preferred event process from inception to execution, including coordinating invite lists with Client Development, sending evites, tracking RSVPs, and updating attendance
- Administer the Preferred Lounge by coordinating programming schedule, tracking client access, and liaising with clients and staff onsite
- Process the billing and invoices for Sotheby’s Preferred, Americas
- Pull client data reports and create analysis presentations for Preferred initiatives
- Maintain FAQ and process documents to provide information and instructions for internal and external communication about the programme
- Work with the London and Asia Preferred team to manage mailing and marketing initiatives
- Assist Preferred Programme Manager and Coordinator in the Americas
Qualifications for client services administrator
- Preparation and negotiation of onsite-training quotations and contracts
- Accurate in the performance of work
- Social and flexible
- Commercial and client focussed
- Strong Team Player - Creates strong morale and spirit in his/her team
- Candidates selected will be required to complete the basic math and English test
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Client Services Administrator Job Description
Job Description Example
Our company is growing rapidly and is hiring for a client services administrator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services administrator
- Support of business applications, written on the ASP.NET platform, SharePoint applications, MS CRM applications, and Mobile applications
- Development of a custom functionality for the pool of supported applications, including fixing bugs
- Resolution of user problems, consultations with the end users
- Production maintenance for developed applications, including the installation of new versions and service packs, both planned and critical
- Learning new technologies, standards, software product versions, and development tools
- Working closely with the applications development, system administrators and helpdesk team
- Contribution to the testing phases of related projects
- Vacation Programmes
- Responsible for the monthly reporting from a data input perspective
- General administrative and operational duties in support of the department’s deliverables
Qualifications for client services administrator
- Experience developing process automation using ServiceNow Orchestration, System Center Orchestrator, or an equivalent tool in an enterprise environment
- Expert knowledge of Microsoft Client Operating Systems
- In-depth knowledge of the technical implementation of various ITSM modules
- Ability to define and document best practice standards and standard operating procedures
- Proficiency with Windows PowerShell
- Experience in developing and executing on short and long-range IT project plans
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Client Services Administrator Job Description
Job Description Example
Our company is looking to fill the role of client services administrator. 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 services administrator
- Processing MT 747 amendment of reimbursement claims and MT740 authorization of reimbursement claims
- Processing of acceptances
- Sending Swift correspondence on discrepancies
- Entering stop payments
- General administrative duties and other duties as assigned
- Overtime may be required through peak periods
- Manage Account Status research encompassing the reconciliation of TIX status to the IS, ensuring data accuracy and working to drive down volumes through effective management and IP reconciliations
- Work with Team Leader and Senior Ops to improve performance across DPS operations and identify opportunities to improve overall client satisfaction
- Client turnaround and targets are met
- An efficient, effective and professional telephone service is provided to all customers
Qualifications for client services administrator
- A thoughtful approach to work with good planning, prioritisation, time management and organisational experience
- Desktop computer hardware knowledge – install, support, diagnose and repair hardware issues
- Apple computers and OSX knowledge (this is just a plus)
- Minimum 1-3 years administrative experience, preferably in stock transfer/securities industry or equivalent combination of education and experience
- Previous work experience in an office environment would be an asset
- Experience in the Administration of Windows Servers and services