Associate Client Manager Resume Samples

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Experience Experience
Phoenix, AZ
Associate Client Manager
Phoenix, AZ
Brakus-Emard
Phoenix, AZ
Associate Client Manager
  • Develop custom analytical reports and provide technical assistance with rating and underwriting platforms
  • Provide support to account team and/or client by responding to ad-hoc data requests, answering questions, and providing basic technical support and analysis
  • Manage daily and monthly valuation workload
  • Provide technical and direct account service assistance to the servicing team
  • Assist with client conversions such as a trustee change, valuation frequency change, etc
  • Perform marketing and billing processes
  • Work onsite at client’s office (full-time)
Phoenix, AZ
Associate Client Portfolio Manager
Phoenix, AZ
Wisozk-Gleichner
Phoenix, AZ
Associate Client Portfolio Manager
  • Identify and serve new and existing clients across all channels. The firm has a particular interest in the institutional and annuity channels
  • Work with the Client Portfolio Manager and our partner firm's distribution team to identify client opportunities, pre-qualify prospects, conduct initial meetings, coordinate follow-ups and organize conferences and road shows
  • Work with our Client Service Manager to onboard new clients and manage the overall onboarding process on a client-by-client basis
  • Work to ensure existing clients are maintained and the process for that maintenance is consistent and precise
  • Work with distribution, legal and compliance, product development and operations to help onboard clients and ensure timely funding of investments
  • Understand competitor offerings and provide proactive feedback to senior PMs / marketers to provide competitive analysis
  • Identify and serve new and existing clients across different channels. The firm has a particular interest in growing and maintaining relationships in the broker dealer and private banking channel
present
Detroit, MI
Associate Enterprise Client Manager
Detroit, MI
Altenwerth LLC
present
Detroit, MI
Associate Enterprise Client Manager
present
  • Ensurs member is maximizing the use of Vizient analytics tools through education and maximization including Marketplace Procure and Vizient LYNX
  • Handles complaints regarding supplier performance or product performance, handling supplier calls related to member
  • Responds to CRM targets and documentation (retaining current business) based on members systems
  • Completes forms for new and ongoing maintenance
  • Responsible for new member registration, LOCs/LOPs, website navigation training and spend management
  • Informs Client Executive of any member changes, including culture, personnel, and policies
  • Integral part of NMI team and leads Affiliated Patron, Affiliate I, and Affiliate II on-boarding
Education Education
Bachelor’s Degree
Bachelor’s Degree
Ball State University
Bachelor’s Degree
Skills Skills
  • Highly Proficient in Microsoft Office software and Salesforce
  • Basic project management skills and ability to manage multiple priorities
  • Highly Proficient in Microsoft Office software
  • Strong sense of urgency and accountability to drive client outcomes
  • Highly proficient & polished communicator, including group presentations & proposal writing to senior level audiences
  • Highly Proficient in a variety of Software Solutions and Digital Technologies
  • Highly Proficient in Microsoft Office software / mainly Excel
  • Project management skills and ability to manage multiple priorities in complex situations
  • Exposure to Excel Pivot table creation/manipulation
  • Sales / Marketing background or Sales / Marketing proficiency
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15 Associate Client Manager resume templates

1

Associate Client Manager Resume Examples & Samples

  • Manage daily and monthly valuation workload
  • Manage monthly, quarterly and annual reporting workload, as required
  • Provide portfolio return and performance reports, as required
  • Manage regularly assigned and special reporting projects
  • Enter external cash flow and STIF factors into PAMS
  • Provide liquidity management by monitoring available cash versus the stated target
  • Post total returns to the appropriate module
  • Document and continually update client procedures and processes
  • Update client and portfolio information including STIF, account numbers, contacts, etc
  • Post Disaster Recovery information and client reporting data to the appropriate location
  • Record any change to data immediately
  • Reconcile each client account’s STIF balance daily and take appropriate action to resolve discrepancies immediately
  • Review non-matching Issuer statements monthly and take appropriate action to resolve discrepancies prior to the following month-end
  • Review non-matching holdings from Trust statements monthly and take appropriate action to resolve discrepancies prior to the following month-end
  • Help set up new client portfolios and holdings in PAMS
  • Assist with client conversions such as a trustee change, valuation frequency change, etc
  • Complete regularly assigned projects accurately and timely
  • Regularly participate in the completion of special projects
  • A minimum of 2-years experience with PC based network systems and proficiency with Microsoft Office programs
  • Accountancy knowledge and skills
  • Excellent client service (internal and external)
  • Multi-task oriented (ability to coordinate projects and time management)
  • Effective teamworking
2

Associate Client Portfolio Manager Resume Examples & Samples

  • Identify and serve new and existing clients across all channels. The firm has a particular interest in the institutional and annuity channels
  • Work with the Client Portfolio Manager and our partner firm's distribution team to identify client opportunities, pre-qualify prospects, conduct initial meetings, coordinate follow-ups and organize conferences and road shows
  • Work with our Client Service Manager to onboard new clients and manage the overall onboarding process on a client-by-client basis
  • Work to ensure existing clients are maintained and the process for that maintenance is consistent and precise
  • Work with distribution, legal and compliance, product development and operations to help onboard clients and ensure timely funding of investments
  • Understand competitor offerings and provide proactive feedback to senior PMs / marketers to provide competitive analysis
  • 2-5 years in sales or client services preferred
  • CFA Candidate Preferred
3

Associate Client Manager Resume Examples & Samples

  • Entering, managing, and manipulating data in various systems and tools such as EPIC, WillPlace, and Surplus Lines forms/templates
  • Ability to compile data and information from various sources such as insurance policies, proposals, and insurance binders
  • Understand and process billings according to requirements and instructions from the local office
  • Assess and action Surplus Lines filings requirements using appropriate data, forms, templates, and resources
  • Collaborate and communicate with other client services teams and Shared Service Centers (e.g. the National Accounting Center [NAC], Certificate Issuance Team [Cert Center], Surplus Lines, etc.) to smoothly and efficiently complete joint work/process steps/etc
  • Maintain performance to client service standards and/or metrics
  • Associates or higher degree desired
  • Prior Commercial Property & Casualty (P&C) insurance knowledge is strongly preferred but not required
  • Demonstrated ability to learn and/or perform complex processes with variable work inputs and outputs is required
  • Previous work experience in a similar job function or with similar processes is strongly preferred
  • Experience with financial terminology/concepts or demonstrated financial acumen is desired
  • Basic to Intermediate level Microsoft Office skills to include email, Word, PowerPoint and Excel
  • Word capabilities to included use of templates, creation/formatting of headers/footers, and various formatting tools
  • Excel skill capabilities to include: data entry, formatting and formulas
  • Exposure to Excel Pivot table creation/manipulation a plus
  • Superior interpersonal skills for working with colleagues, clients and underwriters
  • Strong verbal and written communication skills, to include both phone conversation and email writing
  • Attention to detail and process orientation
  • Time Management and Organizational Skills
  • Customer service focus
  • Problem solving abilities, including critical thinking, research, quantitative skills, creativity
  • Able and willing to work a flexible work schedule as agreed
4

Associate Client Manager Resume Examples & Samples

  • Provide technical and direct account service assistance to the servicing team
  • Maintain client service standards
  • Develop custom analytical reports and provide technical assistance with rating and underwriting platforms
  • Initiate renewal procedures for existing accounts
  • Maintain insurance records for accounts including writing account summaries, compiling, calculating and coding insurance data, managing information and ensuring profitability
  • Perform marketing and billing processes
  • Resolve customer inquiries and problems pertaining to insurance products and services
  • Bachelors’ degree preferred
  • Property and Casualty license required within 90 days of employment
  • Minimum 2 years insurance industry (preferred) or relevant experience and additional education, as well as technical and analytical skill set
  • Account management experience preferred
  • Technical knowledge of product area or industry
  • Knowledge of Insurance and/or Brokerage business
  • Knowledge of principles and processes of business management
  • Knowledge of principles and methods involved in promoting and selling services
  • Personal Computer skills with expert level Excel and MS skills
  • Interpersonal skills, including relationship-building skills with clients, co-workers and third parties
  • Verbal and written communication skills
  • Able to establish and maintain working relationships
  • Critical Thinking Skills
  • Organization Skills
5

Associate Client Portfolio Manager Resume Examples & Samples

  • Identify and serve new and existing clients across different channels. The firm has a particular interest in growing and maintaining relationships in the broker dealer and private banking channel
  • Work with the Client Portfolio Managers to identify client opportunities, pre-qualify prospects, help set up initial meetings, coordinate follow-ups, and organize conferences and road shows
  • Work with our Client Service Manager to onboard new clients and manage the overall onboarding process on a client by client basis
6

Associate Client Manager Resume Examples & Samples

  • Independently complete analyses using Nielsen’s proprietary tools and secondary data to develop insights that drive client outcomes
  • Drive engagement on client and internal Nielsen strategic projects and initiatives
  • Identify opportunities to collaborate across Nielsen teams and drive sales with clients
  • Able to maintain positive client relationships in complex situations & resolve client issues
  • Intermediate project management skills and ability to manage multiple priorities
  • Related industries include: Consumer Packaged Goods, Retail, Consulting, Information, Sales, Analytics
7

Associate Client Manager Resume Examples & Samples

  • Develop and lead client teams through designing, selling, executing and presenting analytic studies to meet clients’ research objectives
  • Penetrate and establish enduring client relationships with senior decision makers at clients by demonstrating on-going value by driving client outcomes
  • Ensure pro-active insights and action oriented solutions are delivered to clients
  • People management, training, development experience preferred
  • 3-6 years’ experience
8

Associate Client Manager Resume Examples & Samples

  • Work onsite at client’s office (full-time)
  • Serve as primary Spectra contact to client associates by answering questions, performing data requests, creating templates for client use, providing training, and managing client projects
  • Attend client meetings to understand client business objectives, priorities, and opportunities for engagement. Identify and communicate client needs to appropriate account team members
  • Independently complete analyses using Nielsen’s proprietary tools, primarily Spectra, and secondary data to develop insights that drive client outcomes
  • Develop expertise and ability to advise clients on marketing plans and industry trends, participating in client discussions and presentations as applicable
  • Support client needs in a timely and efficient manner demonstrating a sense of urgency, tenacity, and commitment to quality and excellent client service
  • Identify opportunities to collaborate across Nielsen Services and drive sales with client
  • Deliver support to account team by responding to ad-hoc data requests, answering questions, and providing basic technical support and analysis
  • Bachelor's Degree Required; MBA Preferred
  • Related industries include: Consumer Packaged Goods, Bev Al, Consulting, Information, Sales, Analytics
9

Associate Client Manager Resume Examples & Samples

  • Work closely with your manager to assist in the analysis and preparation of client deliverables and answer client questions
  • Develop mastery of propriety Nielsen tools and metrics, which you will use to help solve your clients most pressing business questions
  • Able to synthesize data & simplify findings
  • 0-3 years’ experience
10

Associate Client Manager / Client Manager Resume Examples & Samples

  • Serve as primary contact cross-functionally and across all levels of the client organization by answering questions, advising on actions to take, performing and presenting data analysis
  • Present actionable insights in client meetings of 15 – 30 people
  • Pull and analyze scanner and consumer panel data
  • Develop and deliver insights to the client, create/maintain reports and templates, manage requisite maintenance activity for custom databases and managing projects independently
  • Provide training to client users on functionality and use of client database information
  • Provide support to account team and/or client by responding to ad-hoc data requests, answering questions, providing basic technical support and deep dive data analysis
  • Support client needs in a timely and efficient manner demonstrating a sense of urgency, tenacity, attention to detail and commitment to quality and excellent client service
  • 3 to 5 years of experience in an analytical role
  • Consumer Packaged Goods industry experience preferred
  • Proficiency with Nielsen and/or IRI scanning and panel data strongly preferred
  • Intermediate technical proficiencies in Microsoft Office software
  • Strong math and/or analytic skills
  • Proven problem-solving skills using deductive reasoning, understanding hierarchical relationships and identifying gaps in logic
  • Experience with Nielsen software tools desired
  • Strong oral communication and presentation skills
  • Demonstrated ability to create analytic stories, insights and recommendations from large amounts of data and present them to groups across any level of a client organization
  • Previous qualitative or quantitative survey data analysis desired
  • Previous project management experience required
  • Experience with Nielsen Homescan strongly preferred
  • LI-LL1
11

Associate Client Development Manager Resume Examples & Samples

  • Mastery of “Resource Advisor” online system
  • Knowledge of the Energy Management Lifecycle (EML) and ability to present across all aspects of the EML
  • Awareness and knowledge for all services and understanding of the internal subject matter experts
  • Overall preparedness to move into a Client Development Manager role
  • Measurement of progress will take place at least on a quarterly basis
  • Previous sales experience in either the energy industry, service industry or selling to industrial and/or commercial clients; experience and knowledge from working within the energy industry is preferred
  • Demonstrate ability to perform essential sales activities
12

Associate Client Manager / Client Manager Resume Examples & Samples

  • Penetrate and establish enduring client relationships with decision makers at clients by demonstrating on-going value and driving client outcomes
  • Designing, selling, executing and presenting analytic studies to meet clients’ research objectives
  • Develop and lead a team responsible for delivering against client commitments
  • Perform well in consistently changing, learning environment
  • Skilled & polished communicator, including group presentations & proposal writing
  • Demonstrated mastery in data analysis & application to client business issues
  • Able to work collaboratively with internal & external teams
  • Work in Racine office 3-4 days per week
  • 4-8 years’ experience
  • Strong analytical aptitude
13

Associate Client Manager / Client Manager Resume Examples & Samples

  • Develop expertise and ability to advise industry leading clients on marketing plans and industry trends, participating in client discussions and presentations as applicable
  • Be accountable for sales goals and identify opportunities to collaborate across Nielsen teams and drive sales with clients
  • Able to develop and maintain consultative client relationships
  • Sales background or sales proficiency a plus
  • Strong proficiency in analyzing sales data and, specifically, panel data a huge plus
14

Associate Client Development Manager Resume Examples & Samples

  • “Cold Calls”
  • Persistence in follow up of leads and movement of prospects through the sales cycle
  • Interfacing and presenting to all management levels at Fortune 500 companies
  • Computer literate in a Microsoft Office environment (i.e. Word, Excel, Outlook)
15

Associate Enterprise Client Manager Resume Examples & Samples

  • Partners with Client Executives on development of member plan (penetration of contracts) and implementation of new solutions
  • Operationalizes the business strategy by developing actionable plans or programs for assigned member relationships to optimize value
  • May lead and direct group of members within a system in complete sales and service activities
  • May lead and direct NMI activities with new members outside assigned territory (ies)
  • Acts as NMI lead when IDN incorporates additional acute care facilities at any level
  • Works within Strategic Account/Large IDN’s customized solutions to ensure maximum value gained through day to day management
  • Assists with the facilitation and coordination of interface/communications between company and member
  • Works with the education team to develop proper on-boarding and continuing education to ensure breadth and depth of knowledge related to Supply Chain Services portfolio
  • Integral part of NMI team and leads Affiliated Patron, Affiliate I, and Affiliate II on-boarding
  • Ensurs member is maximizing the use of Vizient analytics tools through education and maximization including Marketplace Procure and Vizient LYNX
  • Informs Client Executive of any member changes, including culture, personnel, and policies
  • May lead and direct team in support of Vizient Network organization(s)
  • Responsible for new member registration, LOCs/LOPs, website navigation training and spend management
  • Follows up on identified opportunities and implementation plan including signing of LOPs/LOCs, identification of sign off of savings, and documenting in savings plan
  • Executes sign-up activities and handles all documentation after Sales gains agreement
  • Responds to CRM targets and documentation (retaining current business) based on members systems
  • Completes forms for new and ongoing maintenance
  • Handles complaints regarding supplier performance or product performance, handling supplier calls related to member
  • Handles supplier calls related to member issues
  • Manages and monitors service levels (response time, resolution, etc.) to members, suppliers and sales executive issues. Provides feedback on service related issues
  • Partners with others on rollout of new or renewed contracts to ensure timely implementation of changes with members
  • Keeps abreast of industry trends and regulatory requirements to ensure alignment with
  • Customer needs
  • Monitors customer satisfaction and provides suggestions for improvements in service or
  • Programs
16

Associate Client Manager Resume Examples & Samples

  • Work directly with the Senior Client Manager or Producer to provide the best service to our clients
  • Provides day-to-day service to clients to ensure that their needs are appropriately met
  • Develops understanding of the clients’ business, strategic priorities, risk strategies and risk management needs and develops innovative approaches to unique client needs
  • Responsible for the execution of the renewal strategy in accordance with client instructions
  • Implements and maintains a quality service plan and regular open items reports
  • Responsible for maintaining quality in all area of client deliverables
  • Works with Senior Client Manager or Producer to determine the impact of risk solutions
  • Collaborates with Senior Client Manager or Producer on presentations for existing & prospective clients
  • Contributes to retention through effective risk solutions and excellence in service
  • Responsible for managing the claims process – works closely with MRC/claims resources
  • Completes second review of policy; provides differences and issues back to brokerage
  • Collects exposure information and underlying coverage
  • Responsible for managing the invoicing process
  • Responsible for ongoing service and communication with client, including promoting client/insurer relationship as needed, executing contracted services and communicating to team members, and performing contract reviews retro adjustments and audits
  • Work closely with MRC to deliver agreed upon services
  • Collaborates with the Team Leader to determine the appropriate Brokerage Services team
  • Customize client product brochures & creates & documents compliance forms
  • Receive and confirm Marketing Plan from Brokerage services. Review/confirm with client
  • May act as Senior Client Representative on more complex accounts, those worth $150,000 or more on average
  • Has at least three years of professional work experience
  • Operates as an individual contributor
  • Possesses solid insurance brokerage, account management, servicing and sales skills
  • Possesses good knowledge of client risk issues and Marsh solutions
  • Possesses effective problem solving and communication skills
  • Holds a valid Broker’s license and other non-resident licenses where appropriate
17

Associate Client Manager Resume Examples & Samples

  • The North American Professional Services (NAPS) manages relationships with Consumer Packaged Goods (CPG) manufacturers and retailers. Examples of clients include Coca-Cola, Johnson & Johnson; Johnson, Kraft Heinz Company, Hershey’s, Procter & Gamble and Unilever, among others
  • The Associate Client Manager independently complete analyses using Nielsen’s proprietary tools and secondary data to develop insights that drive client outcomes. Develop expertise and ability to advise industry leading clients on marketing plans and industry trends, participating in client discussions and presentations as applicable. Build strong partnerships with clients and internal stakeholders, establishing yourself as a trusted advisor to your clients. Be accountable for sales goals and identify opportunities to collaborate across Nielsen teams and drive sales with clients
  • Demonstrate a commitment to quality and excellent client service
  • Provide support to account team and/or client by responding to ad-hoc data requests, answering questions, and providing basic technical support and analysis
  • Complete consultative projects for the client and adding value beyond being a data provider
  • Proactively work across key stakeholders at Nielsen to manage client needs
  • Deliver group training with clients regarding Nielsen software and data basics
  • Become independent in your interactions with clients and exercise good judgment
  • Strong math / analytical aptitude
  • Sales / Marketing background or Sales / Marketing proficiency a plus
  • Highly Proficient in Microsoft Office software / mainly Excel
18

Associate Client Development Manager Resume Examples & Samples

  • Contact prospects via telephone, email and direct mail in order to generate client interest, develop sales opportunities, qualify prospects, and develop new business opportunities with company executives
  • Meet established quota for outreach activities
  • Conduct thorough prospect qualifications including the identification of prospects, their roles, decision makers and uncovering the fit/need for Schneider Electric’s services
  • Using an in-depth understanding of Schneider Electric’s Energy Management Services, communicates the value proposition in a quick, compelling, and effective manner with key decision makers over the telephone
  • Conduct research to uncover appropriate executive level contacts
  • Provide first-hand feedback and recommendations on our marketing efforts based on direct experiences with potential clients
  • Maintain and update the prospect database in SalesForce.com in collaboration with the sales team
  • Maintain a healthy sales funnel for future growth of our organization
  • Executive level prospecting/sales experience
  • Excellent communication, presentation and time management skills
  • Experience with web research tools and navigation within large organizations to uncover executive level contacts and decision makers
  • Knowledge of the energy and sustainability industry preferred
  • Ability to talk, listen and type
  • Thrive in a team-oriented environment
  • A displayed passion to make a difference
19

Associate Client Manager Resume Examples & Samples

  • Grow, maintain and manage client relationships to identify areas of opportunity
  • Identify areas of efficiency and automation as it relates to workflow and media process
  • Partner closely with the on-site team and the Marketing Effectiveness practice area to develop innovative solutions for our client
  • Assist manager in driving product development and go-to-market strategy across all platforms (online, video, mobile, social) for a major retail client
  • Leverage a strong understanding of customer insights and media industry including inventory, pricing, marketplace, value of assets/audience, client objectives and product performance to drive client business strategy
  • BS/BA, MBA preferred
  • Strong project management skills and experience
  • 2+ years of experience working with media agency, advertiser or ad tech company in a strategic/quantitative/analytical role preferred
  • Well-versed in emerging industry concepts such as data-driven media, content marketing, social/mobile ad platforms and programmatic selling
  • Familiarity with 3rd party Online Market Research and Measurement services
  • Digital advertising execution experience including Search, Social and Display preferred
20

Associate Client Success Manager Resume Examples & Samples

  • 60% - EXECUTING/CONTROLLING: Acts as an expert in the functional nuances of the CultureNext platforms. Oversees program enrollment and budgets; ensures accurate invoicing to client; manages data sets; manages project/participant inquiries; identifies program opportunities and improvements; maintains standard process documentation for the project team and client; conducts regular client meetings; monitors the project status. Participates in the review of project performance to evaluate progress toward client objectives; ensures all SLAs are tracked, documented and shared with internal/ external teams as needed. Ability to adapt to changing business conditions take initiative and escalate when necessary. Assists and trains others to troubleshoot issues platform
  • 20% - COMMUNICATING: Responsive to client and team needs in a timely and responsible manner. Provides guidance to clients, fields requests, and ensures the services provided and suggested are within contract scope. Fields escalated participant inquiries, resolves issues, interacts with award customer service, and is main point of contact for day-to-day operational support
  • At least one to three years of general client service / operations management exposure and consultative work with some client interaction preferred
  • Bachelor’s degree and/or equivalent work experience
  • Familiarity with operations / client service best practices
  • Exposure to web based technology and ability to learn quickly and to troubleshoot independently
  • Ability to manage competing priorities and set client expectations on a daily basis
  • Able to travel to client meetings as required up to 20%
  • Knowledge of Office automation products and service level management software/business applications a plus
21

Associate Client Manager Resume Examples & Samples

  • Work collaboratively with other Nielsen teams to further develop existing tools and identify revenue opportunities outside of contracted services
  • Instill a growth culture within your team; hold accountability for your team’s sales goals
  • Highly proficient & polished communicator, including group presentations & proposal writing to senior level audiences
  • Relevant experience with statistics, research techniques & experimental design
22

Client Development Associate Manager Resume Examples & Samples

  • Consult with clients on their planned pricing strategies and portfolio options
  • Use proprietary simulation tools to predict the sales from changes in price and assortment before implementation
  • Analyze various sources of information to compose reports that provide valuable insight into our clients’ planned strategies
  • Drive project implementation, analysis and delivery to address the individual needs of our clients
  • Prepares and presents study results to clients
  • Analytical skills; consultative skills; customer service skills; multi-tasking skills; oral and written communication skills; organizational skills; project management skills, commercial skill
  • Minimum of 3 years of working experience in a managerial position in consumer research / analytical consulting environment
  • 3 or + years of experience in marketing research
  • Experience with another language
23

Associate Client Manager Resume Examples & Samples

  • Consultative selling with experience across data-driven solutions
  • Highly Proficient in Microsoft Office software and Salesforce
  • Strategic sales and business development competency
24

Associate Client Manager / Client Manager Resume Examples & Samples

  • Lead and develop a team responsible for delivering against client commitments
  • Identify opportunities to collaborate across Nielsen teams and uncovers sales opportunities with clients
  • 2-8 years’ experience