Client Operations Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the client operations job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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CR
C Ryan
Cydney
Ryan
475 Abbott Drives
Philadelphia
PA
475 Abbott Drives
Philadelphia
PA
Experience Experience
12/2013 – present
Detroit, MI
Client Operations Specialist
Detroit, MI
Client Operations Specialist
12/2013 – present
Detroit, MI
Client Operations Specialist
12/2013 – present
  • Drives the development and training of new COS team members and provides ongoing performance coaching to existing COS team members
  • Provide system reporting or analytics to the Client Manager, operations, and management upon request
  • Provide system reporting or analytics to the Account Manager, operations, and management upon request
  • Conduct twice yearly formal performance review of each team member and informal quarterly performance reviews
  • Actively work with sales and operations on process improvement initiatives
  • Work with IT to develop and rollout new technology
  • Generate and accurately report Renewal pipeline to Client Managers and Sales Management
05/2008 – 07/2013
Houston, TX
Client Operations Associate
Houston, TX
Client Operations Associate
05/2008 – 07/2013
Houston, TX
Client Operations Associate
05/2008 – 07/2013
  • Work with the Global Risk Managers to perform risk reviews to improve the control environment via multiple work streams and initiatives
  • Assist line manager in streamlining procedures by tracking manual processes, and finding opportunities for improvement without systemic solutions
  • Work with clients, Global Agency Desks and LD Ops to manage expiry process front to back
  • Focusing on providing superior client service with an emphasis on risk management
  • PIT and PNT transaction management
  • Pending trade and out trade management
  • Develop and maintain custom portfolio structure exhibits for investment team and client use
10/2005 – 02/2008
Chicago, IL
Client Operations Analyst
Chicago, IL
Client Operations Analyst
10/2005 – 02/2008
Chicago, IL
Client Operations Analyst
10/2005 – 02/2008
  • The Client Operations Analyst will provide support for the Relations Management teams by performing the tasks outlined below
  • Process investor documentation into the Client Relationship Management (CRM) system
  • Serve as the primary liaison with the fund administrator’s Investor Relations team
  • Assist with the preparation and updating of all investor materials including one page fund summaries, power point presentations and general investor reporting
  • Generate and update internal reports and data used to support the relationship management team
  • Draft letters to investors; assist with monthly mailings and distributions to investors
  • Complete RFPs for investors on behalf on the relationship management teams
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of Illinois at Chicago
Bachelor’s Degree in Business
Skills Skills
  • Technical Experience: Proficient knowledge of service applications, Proficient in all Microsoft applications
  • Basic understanding of the sales process with ability to provide the client accurate SLA's and delivery information
  • Attention to Detail
  • Communication: Possess strong verbal and written skills to interact with both internal and external clients at all levels
  • Ability to lead and motivate direct reports, often remote
  • Ability to prioritize tasks to align with particular deadlines
  • Ability to build relationships and trust with internal and external partners/clients
  • Teamwork / Interpersonal: Ability to interact with others, provide back-up coverage for team members and assist team members during high volume periods
  • Proficient in all Microsoft applications
  • Working knowledge of a customer's purchasing process from an Inside Sales perspective
Create a Resume
1

Client Operations Specialist Resume Examples & Samples

  • Ownership of end-to-end case management
  • Leverage product knowledge to research and resolve investigations within standards
  • Liaise between Service Representatives & Clients for timely problem identification and resolution and provide real time support
  • Participate in client conference calls
  • Partner with product/process specialist to develop and maintain process & product knowledge
  • Work collaboratively with teammates and internal teams to exceed client’s expectations
  • Work independently and efficiently to achieve high level of productivity
  • Execute against strategies to drive down inquiries & cycle time and increase quality
  • Proactively identify issues and engage clients to communicate opportunities to enhance their internal processes
  • Promote self-service opportunities
  • Create and maintain strong network with internal colleagues, stakeholders and external clients
  • Cash Management product knowledge and process knowledge
  • Proficiency in the standard tools and applications required to support the product
  • Fully understand and implement Citigroup’s values
  • Responsibility to our clients, to each other and to our franchise
  • Bachelor’s degree or equivalent experience preferred
  • Business Experience: 3+ years business related experience in a client facing role
  • Technical Experience: Proficient knowledge of service applications
  • Demonstrated interpersonal and listening skills for problem identification and resolution
  • Proficient in all Microsoft applications
2

Client Operations Specialist Resume Examples & Samples

  • Communication: Possess strong verbal and written skills to interact with both internal and external clients at all levels
  • Teamwork / Interpersonal: Ability to interact with others, provide back-up coverage for team members and assist team members during high volume periods
  • Product/Process Knowledge: Cash Management product knowledge and process knowledge; Proficiency in the standard tools and applications required to support the product
  • Fully understand and implement Citigroup’s values: Responsibility to our clients, to each other and to our franchise
  • Business Experience: 3 years business related experience in a client facing role
  • Soft Skills: Demonstrated interpersonal and listening skills for problem identification and resolution
3

Manager, Client Operations Resume Examples & Samples

  • Partner daily with Director, Client Operations, providing operational support to all business practices
  • Act as backup during absences’; oversee personnel to ensure appropriate fiduciary standards and documentation
  • Work with Director, Client Operations and operations staff to identify process improvements that support business strategy and firm policies
  • Collaborate with the Director, Client Operations and other department leads to ensure the firm’s operating strategies, initiatives and policies are implemented effectively and efficiently
  • Maintain effective working relationships with department and staff for family office, investment advisory, trust and investments and capital advisory, compliance, legal, technology, and human resources
  • Identify, assess, recommend and implement operational improvements to continually improve client service, ethos, and back office operations
  • Assist Director, Client Operations in leading and managing the implementation of major projects and initiatives to completion
  • Lead initiative to integrate and operationalize FOS processes; guiding and supporting implementation to process changes
  • Lead CTC myCFO Business Continuity Strategy, partnering with BCM and Technology; inclusive of planning and executing BCP and DR testing
  • Proven leadership and results driven management experience as well the ability to work with diverse cross-functional teams
  • 4 years of operations experience in an RIA, professional services or banking environment
  • Experience with back-office technologies and operational environment, including core business activities, internal systems, including workflows and data flows
  • Knowledge of SEC rules, and compliance programs and practices
  • Understanding of business and risk drivers (operational, regulatory, legal, technology) and the the abililty to resolve multiple interests and constraints
  • Ability to establish and maintain effective relationships with employees, business leads and enterprise support partners
  • Extensive knowledge of core business activities and internal systems, including workflows and data flows
  • Excellent analytical, written and oral communication skills and abilities to analyze recommend and implement policies, procedures, technologies and initiatives
  • Experience with business continuity programs a plus
  • Experience with business integrations a plus
4

Client Operations Resume Examples & Samples

  • Provide exceptional client service that maintains and continually enhances relationships to improve the overall client experience
  • Maintain a transaction processing accuracy and aim for zero defects
  • Apply an assertively meticulous investigation and collaboration approach to expedite accurate transaction completion
  • Evidence continuous process re-engineering through the successful completion of at least two initiatives that significantly improve client service, risk mitigation, capacity and/or reduce cost
  • Self-development via formal and informal training. Subsequent to training, information sharing, incorporation into the daily work and evidence of the benefits derived is expected. [This requirement is in addition to successfully passing all mandatory training before the prescribed deadline
  • Cash security product knowledge a plus
5

VP-client Operations Resume Examples & Samples

  • Manage the activities 8 non-exempt and 1 exempt staff member
  • Ensure compliance with internal audit programs
  • Interact with Customer Service and multi-Operational departments
  • Manage/Monitor all cash breaks and manage towards quick resolution
  • Recommend enhancements, identify benefits and implement training as needed
  • Ability to manage multiple tasks with a high attention to detail in a process driven deadline oriented environment
  • Must possess proven people leadership and project management skills and the ability to build strong relationships within the business
  • Must be able to adapt to change in a fast paced environment Strong Customer Service skills are a must Qualifications
  • BA/BS degree or equivalent work experience required
  • Minimum 5 years of Operations/Supervisory experienced required
  • Strong leadership skill with a proven record of providing results
  • Strong interpersonal, analytical and problem solving skills
  • Demonstrated ability to implement process improvements
  • Analytical with the ability to adapt to change in a fast paced environment
  • Control and Risk Oriented
  • Strong Customer Service skills
6

Client Operations Analyst Resume Examples & Samples

  • The Client Operations Analyst will provide support for the Relations Management teams by performing the tasks outlined below
  • Process investor documentation into the Client Relationship Management (CRM) system
  • Serve as the primary liaison with the fund administrator’s Investor Relations team
  • Assist with the preparation and updating of all investor materials including one page fund summaries, power point presentations and general investor reporting
  • Generate and update internal reports and data used to support the relationship management team
  • Draft letters to investors; assist with monthly mailings and distributions to investors
  • Complete RFPs for investors on behalf on the relationship management teams
  • Maintain the external website and all investor communication that occurs via the website
  • Oversee the entry of data into industry and consultant databases
  • Assist in investor Operational Due Diligence
  • Develop an in-depth knowledge of the Firm’s investment products, capabilities, and personnel, and over time be able to clearly articulate the Firm’s distinguishing characteristics, competitive and sustainable advantage, investment philosophy, investment process, risk oversight function, performance attribution, collegial and collaborative culture, and sector-specialist research platform
  • Build strong internal relationships with senior investment and business professionals, particularly those involved in client and prospective client calls and meetings
  • Highly-motivated and passionate about the alternative investment industry
  • Two to three years’ experience in the financial services industry preferred
  • Excellent written and oral communication skills required, including the ability to take complex ideas and communicate them in simple frameworks
  • Must be a detail oriented self-starter, extremely well-organized, and able to work on a deadline in a fast-paced team-oriented environment. Being a team player is a critical quality for this role
  • BS/BA degree required - ideally with an emphasis in accounting, business management or finance
  • Must be proficient with MS Office Suite, including Excel, Word, and PowerPoint
7

Client Operations Resume Examples & Samples

  • Ensure timely identification, escalation and remediation of key risk items; along with effective regulatory and frim policy compliance
  • Maintain a transaction processing accuracy and efficiency rating of 90% or higher for all clients
  • Self development via formal and informal training. Subsequent to training, information sharing, incorporation into the daily work and evidence of the benefits derived is expected. [This requirement is in addition to successfully passing all mandatory training before the prescribed deadline
  • Participate in, coordinate and/or lead two philanthropic events
  • 2 to 5 years Investment Banking Operations or Client Service within Financial Services, Prime Brokerage experience preferred
  • Equity and Fixed income settlement expertise
8

NA Client Operations Transaction Services Analyst Resume Examples & Samples

  • Customer Service for both internal and external clients
  • Payment investigation and analysis on a granular level
  • Provide feedback to the payment processing team
  • Data extraction and volume tracking
  • Multiple reconciliations
  • Create payment adjustments
  • Self motivated with strong time management skills
  • Banking and payment knowledge including SWIFT, FED, and CHIPS
  • Ability to work in high-volume, high pressure processing environment
  • Strong computer skills, including Word and Excel
  • Excellent attention to detail and problem solving skills
  • Proven success as a team player and excellent interpersonal skills are a must
  • Flexibility in work hours, able to work overtime
9

Csil TTS Client Operations Resume Examples & Samples

  • Interactions with our business partners, product and senior management
  • Responsibility for the maintenance of compliance environment
  • Ensure effective, robust and proactive handling of the compliance segment of the India Operations – Trade
  • Interact with operation staff, management, implementations, technology and other critical teams (i.e., Compliance, Legal & CSIS) - often with stakeholders
  • Training/cross-training within operations
  • Provide support to all operational processes as needed with India Trade Ops
  • Participate in UAT, implementation and training
  • Properly monitor compliance related activities to ensure adherence to Audit and Control policies
  • Perform within departmental procedures and compliance standards in order to minimize losses to the firm
  • Provide support to all operational processes as needed
  • Understand the procedures and compliance policies of the Regional Processing Center
  • Participate in activities related to risk, control and compliance
  • May lead or assist with projects and develop or assist with special reports
  • May be responsible for maintaining department calendars and project workbooks
  • Handle transactional escalations from junior staff and provide guidance and support
  • 3 to 5 years of experience in banking industry with at least 3 years in Trade Services Operations
  • 2+ years Compliance experience involving reviewing, researching and disambiguating cases as required
  • Advanced skills in MS Office required
  • CDCS is preferred
10

Prime Services Client Operations Resume Examples & Samples

  • The Prime Brokerage Client Operations team are a Client Services Group in Operations, which sit between external Prime Brokerage clients, Client Service Rep’s who are based in the Front Office and the Securities processing teams
  • This function provides Prime Brokerage clients with a Single Point of Contact for any Operational post-execution booking or settlement related queries on security transactions
  • Where required we leverage our relationships with Internal Operations departments on processing and market settlement issues
  • The team performs a range of functions, from resolving queries a client may have around booking or settlement related issues, to performing detailed root cause analysis on exceptions to reduce re-work for both Credit Suisse and our Prime Brokerage Clients
  • Client Trade Activity: Resolving any exceptions on Prime Brokerage Client trade files
  • Pre-Settlement: Monitoring of a large value trade report to ensure all unmatched trades in the settlement market are narrated appropriately
  • Settlement monitoring: Daily monitoring of trades to ensure timely settlement that all failing trades are clearly narrated with a reason code
  • Post Settlement: Partner with the Front Office to review Client and Broker efficiency rates with a view to improve straight through processing and reduce re-work caused by fails
11

TTS Client Operations Western Europe & Ireland Head Resume Examples & Samples

  • Participate fully as a part of the Client Operations Leadership team, constantly striving to find new ways to collaborate, innovate, transform and improve the business to ensure viability
  • Identify synergies
  • Participate in defining strategic solutions for the Client Operations function that reflect the objectives of TTS and are appropriately tailored and fit for purpose within the EMEA region
  • Actively engage in the shaping of EMEA Client Operations strategic direction, through input into right placement and structure decisions
  • Promote and build dedicated client focus within the group
  • Be the client advocate
  • Lead critical client service reviews, improving and maintaining high client satisfaction
  • Proactively identity and manage client and operational risk through leading client specific operational risk reviews
  • Ensure accurate management of FTE capacity requirements
  • Ensure directs have clear goals and objectives, supporting both personal and business development
  • Manage relationships with internal stakeholders like product, Coverage teams etc. to ensure there is a complete understanding of client needs, that there is continuous and open and constructive dialogue aiming to resolve or ease tensions and identify problems early
  • Oversee significant client initiatives
  • Ensure that service is being delivered as agreed, to the required level of performance and quality. Managing risk is critical aspect of managing service delivery. Work with the client to develop appropriate business continuity plans
  • Develop a framework of a mutual commitment to meeting evolving business requirements and adapting to changing circumstances. Treat change as an opportunity to improve the service
  • Understand and maintain a consolidated view of OandT delivery commitments towards clients and with product/technology and coverage partners and communicate these
  • Provide leadership and ownership in seeking solutions when crisis situations arise
  • Act as interface between Client Operations and Regulatory bodies such as FFED, PRA, FSA and CBI
  • Ensure a pristine controls environment
  • Ensure excellent controls and governance practices for all outsourced and offshored functions
  • Identify, develop and retain key talent on behalf of the overall business. Manage the performance of the direct reports, addressing poor performance sensitively and promptly and recognizing exceptional performance using the full range of supports within Citi. Support the Section Managers in relation to performance management of the full team
  • Manage headcount according to budget commitments
  • Ensure WE Client Operations delivers on budgetary commitments
  • Execute a communication plan to engage with the WE staff base that provides transparency of execution and encourages participation and collaboration
  • Keep abreast of all Regulatory and Industry changes, noting how these may impact our clients
  • Minimum of 10-15 years of strong management experience
  • Significant experience in Financial Services
  • Proven ability to execute
  • Proven ability to build successful teams
  • Proven ability to understand new technical and Product solutions in short time frame
  • Detailed understanding of the TTS business
  • Strong technical knowledge of TTS Products and regional regulatory requirements
  • Experience in performing complex problem solving and business trade off decision analysis
  • Demonstrable ability to interact with senior management and clients
  • Proven ability to meet new challenges, assimilate new information and to influence people through maturity of approach
  • Proven budget management abilities
  • Proven ability to manage and lead large teams
  • Proven ability to lead cost saving initiatives
  • Proven ability to handle complex issues, system outages, changes and recoveries
  • Leadership and management of complex and regional functions
  • An advanced Customer Service mind-set with skill to instil a client centric culture across Client Operations
  • Excellent communication skills required to negotiate at a senior level and to articulate complex recommendations
  • Goals-focused and results-driven
  • Commercially-minded
  • Structured in approach
  • Creative and resourceful problem solving
  • Ability to manage cross functional stakeholders
  • 3rd level degree in Business or other relevant discipline
  • Line management experience preferable
12

Director, Client Operations Resume Examples & Samples

  • Strong business modeling capabilities
  • Preferably from the consulting world (i.e. Accenture) with business process outsourcing knowledge and track record
  • Ability to produce compelling CEO business plans, models, presentations -- good "whiteboard" skills
  • Operations “Czar” around priorities, monitoring priorities, and driving the communication of status/results
  • Ensures productivity, quality, and processes in the operations areas maintained
  • Establishes the overall direction for the multiple major functional areas
  • Ensures that there is employee conformance to the established practices and proper training of staff
  • Ducation typically acquired via Bachelor’s degree, MBA preferred
13

Caf-junior Client Operations Resume Examples & Samples

  • Point of contact for customers in the US region. On occasion providing support to the EMEA and APAC DF teams
  • Data handling and data entry in to relevant company systems
  • Execution of daily operational business (triggering funding /cash reconciliation / managing the flow of documentation)
  • Provide a high level of customer service and maintain superior standards
  • Identifying , prioritizing, investigating and resolving client issues
  • Placing proactive, outbound phone calls or emails to request information or discuss various plans, operational or compliance issues
  • Driving the Banks internal processes through to completion within set timeframes (Credit Insurance tracking, Customer Compliance reporting)
  • Reporting any exceptions and unresolved issues to management in a timely manner
  • Proactively encouraging and monitoring customers to ensure timely receipt of payments
  • Experience of working within a client-facing / customer service role with the willingness to serve clients and be empathetic to their needs
  • Understanding of Receivables Finance / Factoring / Invoice Discounting would be beneficial
  • Understanding and prior experience of daily record keeping processes
  • Highly numerate with strong attention to detail and a keen emphasis on accuracy
  • Superior interpersonal skills with the ability to develop relationships with stakeholders across all levels
  • Exceptional organizational skills with the ability to multi-task and follow tasks through to completion
  • Proven ability to sustain a high level of performance under pressure and remain focused when completing repetitive or routine tasks
  • Proficiency in Microsoft Outlook, Word and Excel
14

Lead Global Prime Services Client Operations Resume Examples & Samples

  • LEADERSHIP
  • TRANSACTION SUPPORT
  • OPERATIONAL CLIENT SERVICE & EXPERIENCE
  • OPERATIONAL CONTROL
  • CHANGE MANAGEMENT
  • In-depth knowledge and understanding of Global Prime Brokerage (specifically margin financing, repo and synthetic financing), international and domestic Securities Lending businesses. In particular front to back processes, operational services (including exposure to third parties such as client administrators) and relevant financing platform/technology architecture acquired while operating within a Capital Markets client-facing business environment
  • Demonstrated knowledge of processing and clearing multiple asset classes (Equities; Equity Derivatives, Fixed Income; FX; Futures & Options) across various geographic locations, international markets, legal jurisdictions, clearing agents and local depositories
  • Strong operating knowledge of current and upcoming change in rules and regulations applicable to Prime Brokerage and Securities Lending businesses in accordance with the relevant governing regulator bodies, specifically IIROC; OSFI; FINRA, SEC, US FED, Texas Dept. of Banking & UK PRA
  • Extensive experience driving process re-engineering, organizational change and efficiencies in a growing business – strong focus on planning, execution and delivery against defined objectives
  • Proven ability to build strong, cohesive partnerships with the business, operations, technology and other key stakeholders and work effectively in a matrix organization
  • Established track record in recruiting, building, coaching and motivating a skilled, high performing team of operations professionals operating across multiple regions and multi-time zones
  • Analytic problem solver with excellent written and verbal communication skills with the ability to establish and communicate the strategic vision
  • Strong organizational skills with the ability to effectively prioritize multiple initiatives, projects and work streams simultaneously
15

Treasury & Trade Solutions Project Emerald Guarantees Operations Client Operations Manager Phase Resume Examples & Samples

  • Client Management
  • Bachelor’s degree - 7-8 years of experience in Trade Operations / Services
  • Post graduate (preferably Finance) – 4+ years of experience (Trade Operations/ Services)
16

Project Emerald Trade Operations Tts Client Operations VP Phase Resume Examples & Samples

  • Strategic Leadership
  • Bachelor’s degree or post graduate (preferably Finance)
  • Bachelor’s degree - 10+ years of experience in Trade Operations / Services
  • Post graduate (preferably Finance) – 5+ years of experience (Trade Operations/ Services)
  • Previous experience in handling guarantees is a must
  • Well versed with URDG 758
  • Clear oral and written communication
17

Treasury & Trade Solutions Client Operations Commerical Cards Resume Examples & Samples

  • Manage CTA process within Operations - transition, definition, set-up and BAU
  • Defining and documenting process changes resulting from new enhancements
  • Lead internal reviews of Operations Change Initiatives raised by the regional/cluster process owners (IPGs) and represent Operations in prioritization discussions
  • Governance of vendor processes related to the changes implemented
  • Supporting Operational Risk and Controls Reviews - Sanctions Review, MCA reviews, etc
  • Work on general Operations tasks and activities where appropriate
  • Manage CTA Process within Operation; ensure MCA’s and KPIs for the processes are met
  • Manage the work slate for the CTA team based in TCS and ensure client deliveries and reporting are met within the SLAs
  • Escalate all issues related to CTA process to the operations manager, product partners and associations, as appropriate
  • Identify gaps in current operational capability, implement any interim work around as appropriate and work with technology partners to develop strategic and scalable solutions
  • For all process changes implemented, ensuring performance is at appropriate levels against KPI targets
  • Define, set-up and manage Benefits tracking of the Changes implemented
  • Provide direct oversight of process work carried out by Vendors that contribute to the end-to-end processes including (but not limited to) engaging in discussions relating to resourcing, procedural effectiveness and controls
  • Standardize and reengineer processes as appropriate across the region and in new markets
  • Engage with business partners on the performance of owned processes including the alignment of process improvement projects to ensure appropriate prioritisation of work to match business goals
  • Carrying out a leading role in executing work to achieve Controls objectives, ensuring a range of activities to be successfully implemented (e.g. MCA, ARR, Sanctions Review, etc.)
  • Solid process management experience in a reputable financial institution
  • Strong Operations background including overseeing process steps carried out by third-party vendors
  • Cards SME knowledge is preferable
  • Payment Associations knowledge is preferable
  • SME knowledge on ECS+ and CitiManager is preferable
  • Ability to work against tight timelines and multitask
  • Self-motivated and demonstrable high level of drive, energy and initiative
  • Familiarity with and/or direct project management
  • Technology knowledge is preferable
  • Preference for Business Management degree-qualified individual
  • MS Office – Excel, Word and Access database
  • MS Project is preferable
18

Director, Client Operations Resume Examples & Samples

  • The ability to be identify, implement and maintain a high level operational excellence in a complex partner environment
  • Ideally, provide experience and best practices from the consulting world with business process outsourcing knowledge and track record
  • Ability to produce compelling CEO business plans, models, presentations -- good "whiteboard" and business modeling skills
  • Education typically acquired via Bachelor’s degree, MBA preferred
  • Requires 8 – 10 years of relevant business experience and/or 8 + years of management and area-specific experience
19

Listed Derivatives & FX Client Operations Resume Examples & Samples

  • Understand, document and implement operational flows as agreed during onboarding process. Instruct and oversee static data set up's to ensure data integrity
  • Own client enquiries from initiation to resolution, working with internal parties to exceed expectations
  • Understand client accounts risks inherent to Listed business and FX and escalate appropriately
  • Communicate effectively, responding to verbal and non-verbal inquiries
  • Initiating, documenting and maintaining procedures on processes and client specific ah hoc requirements
  • Establish and leverage relationships with the various internal groups to facilitate exceptional client service experience
  • Work with the Projects Team on Trade Capture and Client Service initiatives to ensure requirements are documented and delivered against in a timely manner
  • Provide CSRs and Client Operations management with detailed information about client operational activity, process enhancements, and feedback
  • Attend client meetings (with CSRs) where required to provide operational perspective
20

Account Opening & Know Your Client Operations Manager Resume Examples & Samples

  • Ensure adherence to Account Opening , RCCPM , CIPP & KYC policies
  • Implement new policies
  • MCA & KPI reviews
  • Review concurrent audit
  • Issue Operations bulletins
  • Operations Change management
  • Review System & program entitlements
  • Ensure robust information security in the units
  • Review and approve capacity plans
  • Review and approve COB plans
  • Expense management for the unit
  • Review and corrective action implementation for problem incidences
  • Corrective action plan execution for identified issues
  • MBA from a reputed institute
  • Post qualification experience of 5+ years
  • Retail banking experience
21

Client Operations Specialist Resume Examples & Samples

  • A minimum of 2 years experience in banking or finance is required
  • Fluency in verbal and written English is essential, ideally with fluency in one other language (French, German, Dutch, Italian or Spanish)
  • Proficient knowledge of Microsoft Applications (Word, Excel, Access, Outlook, PowerPoint) is required
  • Candidates should also have a proven track record of managing client relationships, excellent written and oral communication, problem solving, time management and stakeholder management and influencing skills
  • Candidates should at a minimum have a 3rd level qualification preferably in business / finance
  • Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience however, those with only Leaving Certificate or equivalent qualification will be required to complete a mandatory Citi Certificate in Financial Services course
22

North Hub Client Operations Head Resume Examples & Samples

  • People Management Skills
  • Bilingual (Spanish and English)
  • Deep Knowledge of TTS products
  • 15+ years industry experience
  • 15+ years of management experience
23

TTS Client Operations Controls Manager Resume Examples & Samples

  • Work with different operations units within and outside Poland to effectively manage risks
  • Advise TTS Client Operations head on Risk & Controls related issues
  • Build adequate controls monitoring, review & test program to evaluate effectiveness of underlying controls
  • Create and manage an effective controls environment and understand key risks within the Business and operational processes relating to TTS Client Operations
  • Ensure relevant people are aware and well trained on risks and controls, based on corporate standards as they are released/modified
  • Coordination with internal and external auditors
  • Be the single point of contact for internal and external clients/auditors/regulators for Risk & Control matters
  • Monitor progress on all TTS Ops related audits and regulatory reviews in country, share findings & themes issued with all stakeholders to enhance in-country processes & control reviews, to avoid recurrence of similar issues
  • Manage due diligence visits by oversight teams
  • Monitore, reporting and escalation of the status of the corrective action plans (CAPs), Managing the process of self-identified issues
  • Be fully up to date and familiar with relevant Citi Policies and standards, including client operations processes
  • Validate procedures to ensure policy requirements are met and controls are appropriately defined
  • Build and manage effective working relationship with different oversight teams
  • Effective information and escalation (if required) to senior managers & peers inside and outside Poland
  • Cooperation with Compliance with any regulatory aspect, Business Security and Continuity of Business in any action required by these teams and related to TTS area
  • Responsible for the communication, interpretation and provision of guidance on the implementation of risk and controls related policies and guidelines, MCA standards taking into account the regulatory and business environment
  • Manage self-assessment program
  • Proactive review of all exceptions (BSER, Nostro etc) ensuring minimum flows into >30 days bucket
  • Ensure adherence to Ops Loss Policy in terms of booking, root cause analysis and reporting of loss events, ensure adherence to reporting requirements for potential loss events
  • Perform any other ad-hoc process reviews or tasks as warranted by business requirement
24

Client Operations Change Lead NY Resume Examples & Samples

  • Delivering and driving the Client Ops strategic change and project related activity for Americas
  • Owning the strategy for how change delivers to the business architecture determined by Client Ops management
  • Overseeing the adherence of all change deliveries to the agreed transformation roadmap in terms of technology, data and process (in conjunction with Business Architecture & Re-engineering team)
  • Owning the relationship with CDO organization on behalf of Client Ops Change
  • Ensuring right level of engagement and participation of CDS partners in Global Banking Middle Office and Market Operations to manage cross dependencies across Americas Client Ops Change portfolio
  • Ensure all change activity is adequately managed, tracked and reported and that all internal and external stakeholders are regularly updated and appropriate and timely escalation takes place when issues arise
  • Maintain a strong understanding of our obligations under Policy as well as the Client Ops operating principles and risk appetite and use this knowledge to make informed contributions to discussions and decision making
  • Understanding and translating Group Strategy into immediate business/function and aligning direction for self and teams
  • Work closely with their line manager, the Global Head Client Ops Change, Americas Head of Client Ops and wider global management team
  • Develop Client Ops Change agenda, data strategy
  • Ensure CDS Change agenda, aligns to the CDS TOM and Client Hub governance
  • Maintain a strong understanding of industry, regulatory and customer needs and apply this knowledge to all change activity to ensure right strategic solutions are developed and delivered
  • Implement the HSBC GBM Business Transformation Framework to deliver change in a consistent manner
  • Driving change initiatives to completion in the interests of the function, and work closely with the management team to ensure correct prioritization and resource allocation is given to all tasks
  • Work closely with wider Client Ops Change team to ensure portfolio deliverables are aligned with overall strategic objectives of the function
  • Leading from the front by courageously setting and executing stretching goals for the immediate business/function area
  • Increase awareness/familiarity and buy in of the Client Ops data and infrastructure strategy and delivery plans amongst internal stakeholders
  • Influence and negotiate to ensure appropriate levels of focus and resource is available to facilitate successful delivery of change priorities for Americas
  • Lead and work closely virtual teams (based in non-UK locations), creating a strong culture of transparency and collaboration
  • Actively lead failures modes analysis in every key change project to ensure that change projects are delivered per agreed timelines and are fit for purpose
  • Authentically engaging a diverse range of stakeholders to deliver at pace
  • Develop and manage strong business relationships with regional asset class heads, change leads and senior stakeholders in technology and data functions
  • Liaison with internal clients to facilitate effective process change and ensure expectations are effectively managed
  • Design appropriate governance and engage stakeholders through it
  • Making considered decisions that protect and enhance HSBC values, reputation and business
  • Provide stakeholders and business partners with advice and guidance in terms of management of client and settlement data in the context of business, process and technology change
  • Strong support, guidance and direction from Global Head of Change and Americas Head of Client Operations
  • Strong working relationships with Americas Head of CDS, Global Head of CDS, Head of Business Architecture & Re-engineering
  • Strong support from regional teams and Change management team
  • Global role with direct interaction across all asset classes trading Market products and regional deliverables
  • This change-the-bank (CTB) role requires a strong self-starter with good time-management skills who enjoys the challenge of delivering process change within tight deadlines
  • Structured and organized individual with strong programme & portfolio management skills and ability to manage multiple and often conflicting priorities
  • Ability to design strategy and effectively communicate it
  • Ability to thrive within a constantly evolving Department and play a driving role to deliver an aggressive change program; including expansion of Client Ops’ services and systems
  • Strong ability to build data strategy and make it business / change delivery relevant
  • Strong relationship building and stakeholder management abilities, across business, CDO, technology partners and senior management
  • Strong understanding of project management and change delivery methodologies
  • Proven track record in successful change delivery implementations
  • Good level of understanding of client data and associated best practices, tools, industry trends
  • Experienced in working with virtual / global teams including offshore sites, functional management
  • Risk and control focused
  • Ability to identify issues and find solutions
  • Self-motivated and able to prioritize
  • Organized and structured approach
  • Ability to challenge and question in a constructive way
  • Experience working in a data management environment
  • Strong MS Office skills, especially using PowerPoint and Excel
  • Knowledge of the client on-boarding and due diligence processes
  • Broad knowledge of operations would be advantageous
  • Strong leadership and team working skills
  • Strong inter-personal skills; the ability to handle conflict and manage expectations
25

Prime Brokerage Client Operations Resume Examples & Samples

  • Act as primary contacts to Client Service Representatives and various Credit Suisse department on all operational related queries (asset servicing, trade settlement, asset transfer, collateral, stock loan, swaps, etc.)
  • Attend client meetings (with Client Service Representatives) where required to provide operational perspective
  • Understand broader Client operation responsibilities and effectively manage and build those ‘account coverage’ relationships for which you have responsibility (15 - 25 clients)
  • Build strong and effective relationships with all key stakeholders, including clients, account managers, traders and operations
  • Document procedure changes and ensure it is communicated to wider client operation team
  • Produce client metrics to key stakeholders
26

Liquidity Client Operations Resume Examples & Samples

  • Supporting the Global Liquidity Operations Team providing services across EMEA, NA and Asia Pacific in a 24/7 environment
  • Operational readiness for Treasury Vision and TVLM
  • Provide PVT support for all liquidity and investment platforms
  • 3 – Investment Options - servicing all investment services, i.e. Money Market placements, Time deposits, investment sweeps etc via Global Investment Platform - (GIP)
  • Info services: TreasuryVision (TV) - a unique web-based service that increases visibility and control so that treasury organizations can view their overall positions and forecasts and more effectively manage global liquidity and risk across the enterprise. TVLM - liquidity-management tool in the CitiDirect BE portal designed for the 3,000+ clients utilizing Citi’s liquidity products. It provides state-of-the-art graphics, user-friendly tools and simple data displays
  • Facilitate in accurate and timely resolution of all system outages engaging with all relevant partners such as PS, Tech, Product and Client Service teams to mitigate client impact
  • 3rd level degree in Business or other relevant discipline desirable
27

Senior Manager, Client Operations Resume Examples & Samples

  • Responsible for the analysis, development and implementation of the dual location model in Malaysia
  • To collate and present the analysis supporting the proposed model for each department and present it to local and global management
  • Escalation point for department heads for all activities associated with the dual site project
  • Understand the business environment and translate business demands into a suitable operating model
  • To ensure project approach is aligned with department strategic and people strategy objectives
  • Plan and manage project resources in relations to due deliverables. Effectively manage and balance priorities
  • Identify and manage non core operational challenges/tasks and propose viable solutions
  • University degree and/or relevant professional training
  • 3-5 years of experience managing large enterprise project across multiple disciplines and of a business significance
  • Intermediate to advanced level courses in project management
  • Experience of developing business operating models
  • Strong and solid knowledge of the financial services industry
  • Excellent interpersonal and networking skills with a proven track records of dealing with multiple stakeholders
  • Strong innovation and change management orientation
  • Understands and develops risk management frameworks
  • Experience in delivering office relocations
  • Strong and solid knowledge of the Investor Services Industry
28

Manager, Client Operations Resume Examples & Samples

  • 45% Operations Management
  • Manages regional office activities including but not limited to managing workflow, setting priorities, and recommending appropriate staffing levels in order to ensure that customer service levels metrics are consistently met
  • Responsible for sustaining a consistent, effective and controlled office environment that is conducive to achieving high levels of quality and productivity
  • Plays key interactive role with client and supervisors in the problem solving process and provides support in the day-to-day operations
  • On-going review of process in search of best practices in order to streamline the process and reduce operating expenses
  • Identifies areas of needed improvement and devises and implements plans to create efficiencies and streamline processes
  • 15% Client Relationship Management
  • Develops and/or manages client relationship to ensure the quality and timeliness of all contract deliverables
  • Maintains effective communications and timely responses to all client demands, requests, and needs
  • 15% HR Management
  • Hires, trains, develops, and counsels staff
  • Manages performance of staff
  • Sets a positive and empowering work team climate in the office
  • Creates and administers HR policies consistent with corporate policies
  • Ensures effective internal communications and provides effective leadership for the Regional Office, while developing and mentoring supervisors
  • 10% Internal Relationship Management
  • Maintains effective communications and synergistic interaction with HQ and other company departments to facilitate regional operations as a decentralized entity, including providing any requested statistical and operational reports, and managing the request and assignment process for remote resources
  • 10% Financial Management
  • Prepares and monitors the operating expense budgets of multiple cost centers and ensures that budgetary goals are achieved
  • Conducts/assists with cost/benefit analyses for new initiatives, capital expenditures, re-engineering, contract changes and/or other projects
  • Participates in process, input and/or deliverables design or redesign, and helps to assess the financial impact of such changes
  • 5% Other duties as assigned
  • 5-10-years minimum management/supervisory experience of management level staff
  • Demonstrated experience with budget management, cost control, vendor mgmt, processing of receivables and payables,
  • Proven ability to lead and motivate a team
  • Ability to interface directly with clients as needed
  • Ability to translate client satisfaction and financial goals into office level activities
  • Proven training and coaching skills
  • Time management and priority setting skills
  • Ability to manage resources affectively to meet key performance indicators
  • Proficient with Microsoft™ Office (Word, Excel, Power Point, & Project)
  • Ability to make timely decisions
29

Prime Brokerage Client Operations Resume Examples & Samples

  • Build strong effective relations with global departments, driving change or perspective where appropriate
  • Interface with various departments to review information, disseminate, and follow up accordingly
  • Initiating, documenting and maintaining procedures
  • Understand broader Middle Office Representative responsibilities and effectively manage and build those ‘account coverage’ relationships for which you have responsibility (15 - 25 clients)
  • Understand areas of risk within the firm (within the middle office or other departments). Identify, document and implement change with tangible benefits realized
  • Communicate with other client operations reps to share information for the benefit of the wider team
  • Maintain the ability to closely monitor your capacity and pursue improvements which would have a positive impact to your work load as well as the clients
  • Provide Client Service Representatives and Client Operations management with detailed information about client operational activity, process enhancements, and feedback
  • Maintain client information (key contacts, fund information/strategy) for Client Operations group and secondary client cover
30

Client Operations Associate Resume Examples & Samples

  • Client inquiries related to GSO Funds or SMAs
  • Manage Fund Administrator Relationships
  • Create and Distribute Capital Call and Distribution Notices to Limited Partners
  • Work closely with members of the deal team, accounting, legal, tax, and marketing to coordinate the writing and delivery of notices to investors on a timely basis
  • Review and approve documents in client folders after Administrators post documents
  • Investor Onboarding
  • Subscription Document Review
  • AML and FATCA compliance checks
  • Ensure all client data is updated in all internal systems for monthly subscriptions or after Fund close
  • Preparation of quarterly /annual due diligence questionnaire reports
  • Preparation of RFPs to support new business development
  • Investor Account Maintenance
  • Review custodial changes and client transfers
  • Coordinate change of address or other contact information with GSO Marketing Assistant and Fund Administrator
  • Investor Liquidity Management
  • Quarterly tracking of redemption / lock up schedules (actual vs. eligible)
  • Provide Liquidity schedules to LPs as it pertains to their eligibility
  • AUM Tracking and Reporting
  • New capital inflows, redemptions
  • Maintaining data for BX website information and other marketing AUM data
  • Organize / maintain Fund and investment data
  • Credit market exhibits and updates: all charts for presentations, investor questions, other data (Ongoing communication with sell-side to gather data and use of Bloomberg)
  • Maintain Investor Reporting Websites (Consultants)
  • Maintain and organize all due diligence materials (breaking down AUM in various ways for, investor databases, etc.)
  • GSO AUM charts, basic organizational materials
  • Create Powerpoint presentations
  • 2 to 5 years of relevant experience
  • Must have excellent communication, organizational and interpersonal skills
  • Must be extremely detail oriented and have the ability to multi-task and prioritize
  • Strong excel and database skills
31

Client Operations Team Manager Resume Examples & Samples

  • The individual must have strong CASS knowledge gained working within a recent operational environment
  • Strong proven operational experience with good technical understanding of the processes involved
  • Management proficiency is required
  • Strong communication skills, organization, and multi-tasking skills as must be able to work to deadlines
32

VP, Client Operations Resume Examples & Samples

  • Client satisfaction and operational excellence
  • Key Performance Indicator achievement within operation
  • Accountable for achievement of financial plan for their Operation. Develops and manages SBU budgets to meet revenue and cost projections
  • Develops and implements strategic business plans / programs to achieve profit and retention objectives. Ensures that plans/programs are administered consistently and there is effective achievement within each SBU
  • Regularly interacts with internal and external executive level or C-Level
  • Strategic account and relationship management with Sales and other Partners
  • Manage opportunity pipeline and approval within Operation
  • Deploys and enforces national programs
  • Attract retain and develop a diverse group of people by creating an environment of individual growth and which inspires Xerox people to reach their full potential
33

Senior Analyst, Client Operations Resume Examples & Samples

  • Traditional account activity includes as sell-through, rev share, liquidation, executive and special orders
  • * The position is subject to cross training and account management for VMI customers
  • Responsible for execution of sales order processing activities for their assigned accounts including manual sales order entry, EDI monitoring, exception monitoring, issue resolution and general customer service
  • Track delivery of product to store based on order quantity generated and delivery date
  • Demonstrate an in-depth understanding of assigned account’s sales characteristics and process flows and document as part of account profile
  • Troubleshoot, document, and escalate system and data integrity issues to ensure timely resolution
  • Improve operational efficiencies by managing returns and monitoring KPI’s for assigned account(s)
  • Validate data integrity and ensure consistency in data flow from multi-systems
  • Prepare summaries for sales management, operations, and account presentations as necessary
  • Effectively work with cross functional teams to ensure proper execution of projects and initiatives
  • Attend Retailer meetings as necessary
  • Ad Hoc reporting and analysis
  • Key Retailer accounts operations and business requirements
  • Best practices in sales order processing and customer service
  • Best practices in supply chain process (focus on distribution and in-transit logistics)
  • Operations systems and processes (Prism, JDE, Business Objects)
  • Business software (Excel, Word, PowerPoint, Access, Visio)
  • Inventory Management (preferred)
  • Forecasting (preferred)
  • Written and verbal communication, is able to communicate effectively with other departments to identify needs and evaluate alternative business solutions with management
  • Issue resolution, ensures issues are indentified, tracked, reported on and resolved in a timely manner, vocalize process optimization
  • Business math
  • Utilization of various systems as business intelligence resources
  • Effectively manage high profile Retail accounts
  • Make informed decisions that have a significant impact on revenue and costs
  • Understand retail environment and consumer insights to recommend effective retail execution
  • Effectively manage relationships with internal and external groups as both a supplier and customer
  • Adapt to fluid business models
  • Create effective presentations; effective skills communicating both written and oral
  • Work in fast paced, process-driven, dynamic environment with challenging timelines and multiple projects
  • Maintain confidential information
34

Client Operations Resume Examples & Samples

  • Ensure client queries are addressed timely
  • Assist client with trade or allocation breaks post T
  • Investigate & support timely cash flows
  • Drive efficiency & automation initiatives
  • Understand & document root cause through demonstration of pain points leveraging metrics and analysis
  • Participation in BoW and strategic programs
  • Employ use of “follow the sun” with global peers where appropriate
  • Focus on self-development through formal and informal training. Share information to promote team building and cross pollination
35

VP-public Sector Client Operations Resume Examples & Samples

  • Responsible for managing a team of staff across multiple sites, providing leadership and subject matter expertise
  • Work with Citi’s internal vendor management team to establish strategic relationships with temporary staffing agencies supporting the Public Sector business; provide market intelligence regarding hiring trends as well as research competitive markets and peer organizations
  • Partner with hiring managers, business managers and HR partners across multiple sites to drive recruiting strategies for the Operations direct and contingent workforce. Ensure alignment of recruiting activities with business goals and objectives
  • Manage vendor relationships with staffing agencies and Bartech, in support of the business staffing needs
  • Responsible for overseeing the administration of government required background checks
  • Review and interpret the Client Security Guidelines. Hold accountability that we are in compliance with the requirements regarding background checks
  • Responsible for understanding the details on contracts for all vendors that would affect successful hiring of contingent workforce and/or background checks
  • Liaise with Human Resources to ensure adherence to Citi policies and procedures in relation to background checks, storage of data, etc
  • Audit and Compliance responsibilities; Primary point of contact for internal and external Treasury file audits
  • Strategic Planning; develop and implement strategic initiatives to recruit and retain temporary talent
  • Utilize Lean methodology to identify efficiency opportunities within the Treasury Folder process; Develop strategies to implement re-engineering ideas
  • Ensure full staff engagement via effective and continuous communication, transparency, guidance and collaboration
  • Ability to interact with senior levels of the organization
  • Executive level communication and presentation skills
  • Develop and facilitate staffing metrics and MIS to business leaders and HR leaders
  • Demonstrated strengths in recruitment and selection processes with knowledge of relevant legislation
  • MS Office applications - Outlook, Word, Excel and PowerPoint
  • Strong analytical skills in addition to strategic and lateral thought processes
  • Strong influencing capability
  • Knowledge in recruitment applications such as Taleo, job posting portals, etc. is an advantage
  • 5-8 years in recruiting and/or recruiting management experience
  • Lean / Six Sigma / Process Re-engineering experience required
36

Citibank Berhad Kl-tts-client Operations Head Malaysia Resume Examples & Samples

  • Reporting to Asia Payments and Receivables Operations Head, and Country O&T Head for Citi Bhd, this position will directly manage the Citi Bhd TTS Ops to meet Client Operations and TTS Product objective, both tactical and strategic
  • This position will manage more than 70 FTE supporting Cash, Trade CitiService, CEM, Account Services, Commercial Cards related activities for the franchise
  • Decisions in the people - in business related processes with direct impact on Client Experience and Revenue we make from these Clients will be sole responsibility of the role
  • Senior most decision point on critical Compliance and Control aspects for very large transaction volumes for the franchise
  • Play a pivotal role in key country and regional initiatives like migrations, new products/markets, supporting new growth, etc to ensure we meet all the Must Win Battles
  • Ability to partner with country product, front office at senior levels to ensure seamless end-to-end processing and customer satisfaction
  • Be a catalyst to generate Process Improvement and Efficiency ideas in TTS Client Ops in Citi Bhd
  • Responsible for resource management and allocation of work within the team
  • Provides direction to staff including distributing work, providing guidance and resolving problems within the unit supervised
  • Actively engage with Technology to discuss and prioritize technology support
  • Responsible for identifying/resolving complex problems with significant department/client impact
  • Manage and contribute towards departmental requirement to adhere to regulatory and compliance requirements
  • Ensure the integrity, reliability and recoverability of operations including robust continuity of business plans and operational audits
  • Ensure a pristine control environment as measured by self-assessment results, Internal Audits, and external audit results, COB, and ops losses
  • Keeps abreast of the organization’s operational processes and best practices in business strategy, and recommend business solutions to internal clients
37

Client Operations Specialist Resume Examples & Samples

  • Acting as primary point of escalation for programming changes, content issues, content revisions and special requests
  • Communicating with clients and internal teams on package delivery transfers/issues for all distribution platforms
  • Quality control and proofing of associated metadata fields for XML distribution packages
  • Scheduling off-air records for ingest, transcode and distribution
  • Understanding of various workflows in order to escalate issues to the proper clients
  • Minimum 2 years experience in a role exhibiting excellent written and oral communications, effective interpersonal skills, and project management
38

Manager, Global Client Operations Resume Examples & Samples

  • 5 years+ experience working with video distribution in a TV Broadcast environment
  • 5 years+ experience in enabling customer workflows and operations
  • 5 years+ experience working with metadata creation and manipulation
39

Client Operations Resume Examples & Samples

  • Be the first point of contact for the Service Providers on a daily basis ensuring complete oversight of their service offering
  • Responsible for reporting of capital activity to middle office, front office and sales on a daily basis
  • Be responsible for the integrity of the data captured in our investor systems
  • Administration of the private client operational functions
  • Monitor all communication with the Fund Administrators and the Private Wealth Custodian and monitor issues and escalate when appropriate
  • Ensure that correspondence and verbal communication is handled in a professional manner and in line with team guidelines
  • Act as a point of contact for Operational Issues for other areas of the business and various projects
  • Manage the incident process with Service Providers for any operational incidents, escalating internally where necessary
  • Stay informed of Industry changes and impact on relevant products
  • Excellent knowledge of fund management administration and all related documentation
  • Proficiency in Microsoft Office essential, with advanced ability in Excel
  • Able to work under pressure, prioritise output and meet tight deadlines
  • Excellent communication and co-ordination skills
  • Strong team player, but also self-directed and able to take initiative
  • Experience in fund administration, preferably with an investment manager, fund administrator or custodian
40

Technical Client Operations Technical Analyst Resume Examples & Samples

  • Able to work under pressure and reach targets to the best of your abilities
  • Where problems cannot be personally resolved use judgment to forward issue’s as appropriate and manage their timely resolution
  • Any ad hoc duties that are specific to the role
  • Troubleshooting of technical issues across supported accounts
  • Experienced pre-sales and 2nd line support in a service driven industry
  • Knowledge of Windows clients and Windows printing services
  • Experience of troubleshooting application related issues in a complex network environment with good TCP/IP knowledge
  • Experience of working in a test bed environment reported problem replication, investigation of vulnerabilities, hardware and software maintenance
  • Use of VMWare (Virtualised test environments)
  • Provide evidence of strong technical documentation skills
  • Ability to follow technical configuration and build instructions
  • Good time management - proof of being able to manage their workloads and work remotely
  • Experience of Installation and configuration of server technologies such as MS Windows Server 2003, 2008, 2012 etc
  • Understanding of print server installation and management
  • Experience of MS Print driver installation and configuration
  • Solution experience including Equitrac, eCopy Sharescan and iXWare
  • Some experience of the below is also desirable: o Experience of working within a managed print service environment o Thin Client and direct IP Printing o Understanding of ITIL / Configuration Management
41

Manager, Global Client Operations Resume Examples & Samples

  • Minimum 6 years experience in the technology or media industry, with a proven track record in successful project management with cross-functional teams demonstrating superb planning and organizational skills
  • Minimum 6 years experience interacting with clients, such as programming, post houses and producers
  • Minimum 6 years experience of successful project execution with cross-functional teams demonstrating successful planning and organizational skills
  • Minimum 6 years experience in a role demonstrating strong technical, quantitative, or analytical skills
  • Minimum 6 years experience in a role exhibiting excellent written and oral communications, effective interpersonal skills,and project management
  • Minimum 4 years managing a team of direct reports
  • 5 years+ experience working with video distribution in a Film or TV Broadcast environment
  • Experience working International clients
  • Ability to handle multiple tasks and be project oriented
  • Passion for new media distribution and keeping up to date with emerging platforms and the latest technology trends
42

Global Head of Client Operations Resume Examples & Samples

  • Provide positive leadership to 1200+ staff in core locations globally, and provide oversight for all aspects of hiring, staffing, training, and performance management
  • Provides strong governance and adherence to all control aspects within the environment including Inventory management, elevated access and data management globally and across business lines
  • Budget management and expense control encompassing investment planning, Product & Price Guide synchronization and ongoing productivity
  • Drive cultural shift in support model from a reactive model to a proactive, predictive model while maintaining a focus on the customer experience
  • Partnership with global peers within GTI, Key line of business representatives and external partners
  • Strong operational focus with customer service a priority along with incident trend monitoring for problem analysis/identification to drive mitigation efforts and to minimize exposure of long term issues
  • Will help develop and deliver a strategic support model in line with our technology partners. Also providing toolset enhancement requirements and process innovation to maximize efficiency
  • Articulates the business value and impact of technical and non-technical information with ease and confidence to seek executive partnership if required
  • Drives the execution of core strategic technology or Real Estate programs. Partners with Service Owners to help deliver new product globally
  • Actively engages Line of Business and individual users to build strong relationships with key customers
  • Drives a strong change management process discipline and ensures team understands impact to our global clients
  • In partnership with our internal Sourcing teams, negotiate contracts with vendors for staffing, software or consulting services
  • Bachelors Degree in Computer Science or related field preferred or related work experience
  • Minimum of 20 years experience in IT
  • 10+ years experience of managing high performance operational teams
  • Minimum of 10+ years experience in a Senior Leadership Role in a Financial Services environment inclusive of real time trading environment
  • ITIL, HDI or Six Sigma Certification preferred
  • Proven understanding of current developments in technology and standards along with experience in automation techniques
  • Experience with Windows ecosystem and Virtualization technologies, Apple MAC experience at the enterprise level a plus
  • Ability to define and execute strategic direction for advanced operational support model
  • Excellent negotiation and interpersonal skills
  • Ability to analyze performance data and recommend service improvement and or service re-engineering opportunities
  • Ability to deliver presentations and executive level summaries to C level audience
  • Ability to manage multiple priorities and projects
  • High degree of initiative and adaptable to change
  • Advanced time management, organizational and prioritization skills to meet business objectives
43

Manager, Client Operations Resume Examples & Samples

  • Enhances current methods and procedures and as well as new assignments
  • Works on significant and unique issues or problems that requires an in-depth knowledge of large-scale operations going through significant transformation to the digital age
  • The ideal candidate will have experience in business process outsourcing models in the field of education technology and/or digital media
  • The Manger, Client Operations is responsible for managing the organization's product strategy through understanding the needs of the customer and the needs of the business
  • The Manager brings process improvement expertise to the organization and is commissioned with setting short, and medium term strategy for the company's products
  • Exercise good judgment in selecting methods, techniques and evaluation criteria for obtaining results
  • This candidate will be the operational leader in a highly dynamic and changing environment
  • They will be client-facing at all levels of the organization, yet be a ruthless, detail oriented back office operator for planning, budgeting, staffing, project management and helping to drive strategic initiatives
  • Critical to this position is the drive to measureable outcomes that make a difference in the client community the strategic partner serves
  • Manage the activities of two or more sections or departments through subordinate managers who exercise full supervision in terms of costs, methods and staffing
  • Will be responsible for overseeing the project management functions and related workflows and systems
  • Operations “Czar” around priorities, monitoring priorities, and driving the disciplined communication of status and results
  • Provide strong, “Uber” Project Management leadership and capabilities
  • Operate effectively and efficiently in a partnership model with competing stakeholders and priorities, while providing focus and leadership
  • Works with leadership team to set the strategic vision and oversees the activities of multiple functional areas
  • Creates the strategic vision for the methods to measure department performance and ensures that the development/improvement programs are in place
  • Oversees technology planning and development efforts
  • Monitor and assess market and competitive trends, educational trends and research, and customer needs (market research strategy
  • Lead development of an innovative product strategy that meets the needs of nationwide teacher-consumer and district-customer markets
  • Oversee the leadership of cross-functional teams for developing and executing the annual strategic plan
  • Lead the process for conceptualizing and evaluating new program ideas through the business plan process
  • Typically requires a minimum of 8 years of related experience and/or 5 years of management and area-specific experience in addition to post-secondary coursework
  • Knowledge of educational industry
  • Ability to translate customer needs and financial goals
  • Strong project management, publishing and technology background preferred
44

Prime Services Client Operations Resume Examples & Samples

  • A role that proactively manages all Prime Brokerage client issues and queries as they relate to Asset Servicing events (Corporate Actions, Income & Proxy voting) requiring heavy interaction with external clients & expectation to maintain and develop relationship
  • Responsible for voice of customer facilitation that requires interaction with external clients, key business partners, stakeholders and ownership in developing / maintaining client relationships across the organization
  • Able to manage & complete change initiatives
  • Regular delivery of client labour studies with keen focus on targeting efficiency initiatives, client behavior and process improvements
  • Active participation in various working groups with across peer groups with purpose to contribute and manage capacity reduction and strategic change
  • Preparation for client visits, scorecard reviews , training & demonstrations. Potential to participate across wider products / functional remit
  • Support enhancements, requirement gathering & test plans to online tools and process flows
45

TTS Client Operations Head Resume Examples & Samples

  • Deep understanding of business of TTS Client Operations in Honduras
  • Proactively develop and implement business strategies/solutions which address all material risks according with the regional and global strategy for the TTS Client Operations Organization
  • Lead, manage and control any requirement from the Regional TTS organization, aiming to achieve TTS CO Process End State
  • Robust control environment and improved MIS reporting
  • Strong partnerships developed with in-Honduras O&T, Product, Relationship Management and Ops Controls
  • Bachelor Degree in Engineering, Operations Management or Management
  • MBA/CA will be preferred
  • Experienced senior Cash and Trade Operations manager who has worked in similar multinational back office operations for at least 5 years
  • 3+ years direct management experience
  • P&L experience and accountability
  • Extensive practical knowledge of Cash Products (i.e. Funds Transfer (Incoming/Outgoing), Cash Services, FX and FI, Corporate, and Consumer Banking) and Trade Products (i.e. documentary LC, Collections and Standby LC families) and related Operations and Middle Office business processes
  • Proven track record in Operations process assessment and knowledge (including significant experience in identifying risks, control issues, implementing corrective actions and best practices)
  • Compliance and regulatory experience (knowledge of client and transaction reporting)
  • Bilingual – English, Spanish are required, Portuguese a plus
  • Highly detailed planning, organization and project management experience and solid execution capability. Multi-tasking a must requirement
  • Strong interpersonal skills (as relates to various backgrounds as the programs will fundamentally aim at changing the day-to-day operational footprints)
  • Strong proven problem solving skills
  • Must be able to adapt to change in a fast paced environment
  • Strong interpersonal skills and communication skills, both oral and written
  • Good analytical ability; familiar with reengineering tools (e.g. Project Management, Risk Management, Reengineering methodologies, lean processing)
  • Strong PC skills including ability to produce presentations for Senior management and cross functional partners for effective communication
  • Ability to manage effectively in a matrix environment
  • The role requires thoughtful and progressive leadership with an ability to communicate effectively and constructively at all levels
  • Outstanding relationship skills - ability to partner and work collaboratively with all groups, developing productive and trusted relationships, and advisory with business leaders and with TTS Global team colleagues both regionally and globally
  • Strategic thinking and planning - significant time will be dedicated to forging strategic alliances, cultivating relationships and contributing value to business reviews
  • Analysis and decision making - able to identify and understand the primary issues, problems and opportunities and develop appropriate solutions
  • Able to influence at all levels without formal reporting lines
46

TTS Client Operations Resume Examples & Samples

  • Education: Bachelor's degree (Commerce/Science stream preferred)
  • Experience: 6 + years
  • Certifications
  • CDCS certification is required
  • Need to have 3.5 years’ experience as Doc Checker
  • URR
  • UCP and ISBP
  • Good knowledge in Excel and PowerPoint
47

Client Operations Manager Resume Examples & Samples

  • Ensure that operational teams and matrix teams maintain a clear understanding of the client's needs, and provide day-to-day client advice and support
  • Serve as the client's advocate by elevating the visibility of the client's requirements and issues to the BU
  • Problem prevention and resolution
  • Timely and accurate implementation of client projects performed with quality
  • Provide experienced, in depth Fiserv knowledge when client concerns are escalated
  • Assist in making/keeping key accounts referenced for Fiserv customers
  • Customer Service and Conflict Management skills
  • Solid administrative skills, such as planning, organizing, and time management
  • Strong PC skills, particularly with MS Office applications
  • Knowledge of Fiserv systems, solutions & integration
48

Client Operations Analyst Resume Examples & Samples

  • At least two years of experience in a professional environment, ideally in a financial institution
  • Excellent communication skills and professional manner
  • Positive approach, pro-active and „can do” attitude
  • Sound problem solving skills, resourcefulness
  • Solid analytical abilities
  • Fast-learner able to handle work where incomplete information is to hand
  • Good MS Excel skills
  • Experience and/or knowledge about fund & securities industry would be a strong 'nice to have'
49

Milan Client Operations Resume Examples & Samples

  • Processing of domestic and foreign currency cheques
  • Capture and reporting of fraudulent cheques
  • Processing of tax payments and reimbursement
  • Processing of collections/bulk payments
  • Breaks reconcilement, accountancy process and reporting
  • Build and maintain relationships with our partners including Citi Service Centers, Worldlink, Fincon, Risk and Control
  • Liaise with other Operations teams/AMs/RMs/Product to resolve issues, share knowledge and drive process improvements
  • Ensure incoming queries are dealt with in a timely and effective manner
  • Identify and highlight areas of internal and external errors
  • Actively seek out process improvements
  • Good understanding of cheques, collections, tax payments
  • Good knowledge of accountancy rules
  • Client query investigation and resolution
  • English fluent (verbal/written communication)
  • Good knowledge of Office suite
  • Attention to detail and accuracy essential
  • Good organizational skills with a proven ability to manage a work load
  • Ability to work independently within a team environment
  • Ability to approach process and procedures from a control aspect
  • Ability to use initiative for process improvements and streamlining
  • Actively contribute to a positive working environment
  • Good understanding of Citi’s policies
  • Ability to multi-task and prioritise workload
  • A high level of integrity, a commitment to service excellence and ability to take ownership of tasks
50

Client Operations Manager Resume Examples & Samples

  • Reviews and signs off on escalated Benefits Analysts (BA) deliverables (e.g., data quality checks, client responses) to ensure ongoing adherence to standard operating procedures that ensures high quality and provides coaching and development of BAs to create a culture of continuous improvement
  • Reports system defects to Lead Systems Analyst (LSA) via defect submission process and collaborates with LSA to mitigate participant damage/risk
  • Knowledge of Total Benefit Administration (TBA) strongly preferred, experience with comparable benefit delivery platform will be considered
  • Domain – Strong Health and Welfare knowledge/experience
51

Client Operations Associate Resume Examples & Samples

  • Maintain client paper files and electronic data files in a timely manner
  • Responsible for day-to-day operation duties for the teams (e.g. pending follow up, scanning files, returning client phone calls and email, processing paperwork, etc.)
  • 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, etc
  • Data administration
  • Quarterly report auditing and fee deductions
  • Use of cashiering tools to facilitate wires, EFT’s, journals, check deposits & disbursements
  • Incoming and outgoing transfer of assets
  • High school diploma required, Bachelor’s Degree a plus
  • Two or more years of related work experience in financial services and/or client service
  • Highly organized with strong critical and analytical skills; responsive to changing needs, prioritization of projects, detail and deadline oriented
  • Strong PC proficiency on various products including MS Office Suite, Advanced Excel skills preferred, and MS Outlook; knowledge of SalesForce and iRebal a plus
  • Ability to adapt to new technology and software programs; identify system workflows and technology solutions
  • General knowledge of financial services industry is preferred
  • Positive attitude toward client relations to provide exceptional client service
  • Strong verbal and written communication skills are essential to effective client and team relationships
  • The ability to manage multiple tasks and maintain the necessary attention to detail
  • Desire to take initiative and add value in order to create a better client experience
52

Client Operations Associate Resume Examples & Samples

  • Investigate and answer operationally driven client and investment team inquiries
  • Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions
  • Develop and maintain custom portfolio structure exhibits for investment team and client use
  • Engage with client contact(s), investment teams, and other internal C|A business areas to ensure effective communication regarding the implementation of investment decisions
  • Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)
  • BS/BA with two or more years of experience in the financial services industry. Experience in portfolio related operations preferred
  • The successful candidate will demonstrate accountability, excellent attention to detail, intellectual curiosity, and excellent oral and written communication skills
  • Superior and demonstrated problem solving, analytical, and organizational skills
  • Ability to work with a singular focus or on several projects simultaneously, both independently and collaboratively. Demonstrated skill in project management and prioritization
  • Strong interest in and general knowledge of investments, key industry terms and broad financial concepts
  • Proficiency with Microsoft Excel and familiarity with other Microsoft Office software. Experience with Bloomberg and FactSet a plus
  • All candidates must be eligible to work in the US without sponsorship or restriction
53

Client Operations Senior Resume Examples & Samples

  • Partner with Sales and Client Relations to successfully onboard clients to Janus. Provide a high level of customer service to internal and external clients involved in this process
  • Oversee onboarding process for a variety of account types – separate, sub-advised, commingled, CIT, ETF, SMA (separately managed accounts), etc
  • Main point of contact for client/custodians/administrator throughout onboarding process. Manage deliverables to all parties involved
  • Coordinate with ~15 internal departments to drive onboarding process through to completion. Manage process via internal system and facilitate approval process, signature of agreement, etc
  • Handle more complex inquiries and account events
  • Acts as a liaison between clients, consultants, custodians and internal departments to ensure client cashflow needs are being accommodated
  • Manage cash flow notifications to various internal departments. Coordinate with client/investment team on timing, etc
  • Prepare and perform quality control review of cash flow notifications
  • Facilitate notification to Portfolio Management and other internal department of transfer of assets into/out of existing accounts
  • Perform entry and quality control review of information into internal systems
  • Identify areas to improve processes in onboarding or notification of monies into/out of existing accounts
  • Coordinates and/or assists with special departmental projects
  • Understand various account structures and legal documentation required to establish new accounts
  • Strong knowledge of the security trading process and impact of various account events on that process
  • Strong interpersonal and customer service skills
  • Intermediate knowledge of financial services with an emphasis on operations and client service
  • Ability to work effectively in a very fast paced environment while prioritizing and effectively coordinating multiple tasks with little supervision
  • Strong organizational skills with the ability to effectively dissect the components of an issue
  • Four years mutual fund/financial services industry experience required
  • One year financial systems experience preferred
  • One year experience in a client support role or equivalent preferred
54

Client Operations Expert Resume Examples & Samples

  • Managing and developing client relationships through regular health-check meetings
  • Obtaining market intelligence by participating in industry forums
  • Partnering with the Sales desks to determine service strategies for key clients
  • Troubleshooting operational issues for the bank’s strategic clients
  • Producing and distributing reporting on product lifecycle events & valuations
  • Acting as a point of reference/expertise for internal client facing teams
  • Developing the client experience within SG’s operations department
  • Lead the regional change management of the Client Operations team, ensuring alignment with the global strategy
  • Assume the responsibilities of the Functional Task Manager (FTM) for Client Services & Client Reporting
  • Design and manage value chain improvements to enhance the client experience
  • Analyse and implement tactical solutions to improve automation levels and reduce production workload
  • Manage the non-production elements of key processes working with VCOs to determine target solutions
  • Provide cross coverage on production functions when necessary
  • Transversal knowledge of the services and products of the corporate and investment banking sector; experience with OTC derivatives is an advantage
  • 5+ years relevant experience in Client Services
  • Strong knowledge in Client Relationship Management
  • Skilled in Change Management
  • Ability to define, plan and execute projects from design to full implementation phase
  • Analytical skills and the ability to work autonomously
  • Previous team management experience an advantage
  • Good interpersonal and communication skills, sense of service, and flexibility are essential requirements
55

Client Operations Analyst Resume Examples & Samples

  • Conducts and manages outcomes of various studies that include analyzing, reviewing, forecasting, trending, and presenting information for the client operations team
  • Supports short and long term operational / strategic business activities - by developing, enhancing and maintaining operational information and models
  • Develops and implements effective / strategic business solutions through research and analysis of data and business processes
  • Support short and long term operational / strategic business activities through analysis, review, forecasting, and trending complex data
  • Work cross functionally to gather requirements and assist in driving business process and development
  • Bachelor's degree or equivalent in related field
  • 5 years of business and / or operations analysis experience
  • Intermediate level of proficiency with Microsoft programs (Excel, PowerPoint, Visio or its equivalent)
  • Ability to communicate analysis including trends and opportunities to clients and the business in writing and verbal
  • Ability to act as subject matter expert and funnel for all inquiries
  • Extensive spreadsheet analysis and strong mathematical abilities
  • 5 years of healthcare experience
  • Excellent operational and organizational skills
56

Director of Client Operations Resume Examples & Samples

  • Leading and directing client service and operations activities
  • Developing client relationships
  • Providing consultative advice to clients
  • Ensuring quality of programs
  • Development of assigned staff ensuring these functions meet the individual, unique needs of assigned client, client representative, or Division while remaining consistent with West's corporate policies, procedures and philosophies
  • Minimum four years of increasingly responsible management experience required in a business-to-business environment in sales, management, operations, MIS, client services, or related field with experience providing service to top level clients
  • Minimum of three years supervisor experience required
57

Client Operations Manager Resume Examples & Samples

  • Oversees the onboarding of US clients to Janus across a variety of private funds (commingled pools, hedge funds, SMA (separately managed accounts), CITs, etc.) as well as separate accounts, across a variety of strategies (equity, fixed income, derivatives, etc.)
  • Facilitate operational aspects of ETF product launches across a number of internal teams (Trade Operations, IT, Accounting, etc.) and external vendors
  • Serve as main point of contact with custodians and transition managers through onboarding/offboarding of new or existing clients
  • Work with product team on new private fund development and launch/closures
  • Oversee internal system (CAP – Client Acceptance Process) utilized to track and monitor the onboarding process. Work with internal teams on enhancements to the system where necessary
  • Works closely with internal teams to understand business needs for successful facilitation of client onboarding
  • Oversee multiple vendors utilized for private fund services (accounting, transfer agent, reporting, etc.). Facilitate the setup of new private fund structures and coordinate with internal teams
  • Conduct due diligence on existing vendors and participate in the identification and selection of potential new vendors
  • Promote a client centric work environment that assures client expectations and deliverables are met or exceeded
  • Writes performance reviews and creates development plans for team
  • Ensure solid processes and procedures are in place and maintained on an ongoing basis
  • Oversee special projects as assigned
  • Strong understanding of various private fund structures and investment strategies (equity, fixed income, derivatives)
  • Strong vendor relationship skills
  • Advanced Microsoft office skills (excel required, visio preferred)
  • Strong technical skills and ability to quickly understand new software
  • Strong organizational skills with the ability to manage multiple tasks simultaneously
  • Ability to plan and prioritize short term and long term initiatives
  • Adaptability and flexibility in a fast paced, changing environment
  • Ability to meet deadlines and high volumes of work with short deadlines such as quarter-end
  • Seven years of experience in mutual fund/financial services operations role or equivalent
  • Five years people management experience required
58

Manager for Client Operations Resume Examples & Samples

  • Ensure network products, fee schedules and other operational requirements are set up in timely and accurate manner
  • Proactively meeting with health plan personnel and determine current and future business and regulatory needs
  • Coordinate all regulatory reporting and non-regulatory reporting needs for each assigned market
  • Maintain contract compliance
  • Acts as a resource for others with less experience
  • Chair and document cross-departmental/organizational meetings as required
  • Will manage 4-5 direct reports
59

Client Operations Analyst Resume Examples & Samples

  • The team contains a strong change management and product development mandate. In the constantly moving world of financial markets, we are engaged in a rolling program of change designed to challenge the status quo and keep us and our customers at the cutting edge of the industry globally. You will be part of this program
  • Degree in analytical / mathematically related subjects ideal. All degree disciplines considered although the role would suit someone comfortable with numerical and analytical work
  • Strong interpersonal skills / confidence to engage with Sales & Trading, IT and our stakeholders, peers and colleagues
  • Candidate should be a self-starter with the ability to work on their own initiative as well as being a solid team player
  • Being proactive and getting things done without being chased is a must
  • Computer literate - some exposure to databases and interaction with IT would be an asset
60

Senior Institutional Client Operations Specialist Resume Examples & Samples

  • Answer inbound calls and place transactions for institutional clients
  • Collaborate with internal departments to ensure timely and accurate servicing of client needs
  • Assist clients in rectifying issues with missing documentation
  • 2 year degree in business, economics, or finance
  • At least 1 year of customer service experience in the financial services industry
  • Proficiency with Microsoft Word and Microsoft Excel
  • Ability to obtain NASD Series 6, or NASD Series 7 & Series 63 licenses within 90 days of hire
  • Understanding of banking and brokerage firm operations
  • NASD Series 6, or NASD Series 7 & 63 licenses
61

Assistant Manager, Client Operations Resume Examples & Samples

  • Assisting the manager, who is responsible to meet customer needs and achieve profitability. objectives of the division/enterprise with support from office and storeroom operations ensuring dealer requirements are achieved or exceeded
  • Managing storeroom operations to maximize layout, processes and culture related to order filling, packing, shipping, quality control, inventory counts, etc
  • Serving as a liaison to facility operations management
  • Recommending changes, assisting in continuous improvement initiatives for warehousing processes and implementing new systems/processes
  • Communicating and maintaining a culture of open relationships with associates
  • Assisting supervisors in answering associate concerns/complaints
  • Determining and implementing staffing levels for assignment completion
  • Participating in recruiting and screening routines for new employees
  • Assuring employees are thoroughly trained in processes and business practices/policies
  • Supporting purchases of indirect material suppliers and capital items required for daily operations
  • Assuming responsibility for operations in absence of manager
  • Responsible for operational updates, written and oral reports and operations summaries
  • Coaching and development of reports
  • Manage Vendor/Contractor third parties
  • 3-5 years of proven management experience
  • 4 year Bachelor’s degree and/or 5 years of Logistics experience
  • At least 1 year of Parts Distribution network experience
  • Experience interfacing with Caterpillar Dealers
  • 2-3 years of strong EOS indices
  • SAP / EWM experience
  • 6 Sigma – CPS experience
  • Experience in Vendor/Contractor third party management
  • Self-motivated, ability to work independently and make sound decisions
  • Flexible to change; able to manage diverse situations
  • Must possess excellent oral, written communication skills
  • Strong background in managing projects
62

Client Operations Associate Resume Examples & Samples

  • Resolve trade and collateral breaks
  • Develop and maintain relationships with internal clients and stakeholders
  • The ability to work under pressure and multitask
63

Client Operations Manager Resume Examples & Samples

  • Service Management – Client Operations Managers are responsible for planning and executing the delivery of services that Dimension Data is contractually bound to deliver in terms of the contracts held by clients. They work with the relevant stakeholders to create, define and catalogue service offerings and present these to the sales force and clients. They contribute to the provision of quotations and accurate pricing for services required by the client and participate in the negotiation of service level agreements and the details of the contract. These individuals ensure the management of incidents and problems and respond to escalated queries. The Client Operations Manager manages calls logged on the Centre of Excellence to ensure effective and timeous resolution. They ensure that all Dimension Data employees provide efficient and harmonious service delivery to the client
  • People Management - They are responsible for operational management of the service delivery team, creating and executing on plans and reporting on the team activities in the required forums. They ensure that employees reporting into them are engaged and understand their career opportunities, by taking responsibility for the development and training of their team members. The Client Operations Manager ensures that his or her team is rewarded and remunerated according to their performance. These individuals assist with resource planning and deployment according to the requirements of the service contract
  • Client Engagement - The Client Operations Manager is the primary client interface for all operational activities on the client’s site. They conduct regular feedback sessions with the client to report on contract performance and contract activities. In so doing, they ensure understanding of the client needs and ensure client satisfaction. They serve as a management interface between Dimension Data and the client
  • Vendor Management – Client Operations Managers take responsibility for the management of vendor support contracts and the maintenance of working relationships to ensure service delivery to Dimension Data clients. They ensure that the tools and technologies deployed by vendors are appropriately supported. They conduct regular vendor meetings using measurable criteria to report and manage vendor performance. They compile and maintain accurate documentation on vendor processes and procedures and incorporate these into the Dimension Data processes to ensure seamless and efficient service delivery to the client. These individuals maintain an understanding of the vendor support call logging process and manage calls that are logged through this mechanism to closure. They understand vendor and distributor partner requirements and ensure that Dimension Data complies with the following
  • Strong, demonstrable experience in IT Managed Services market, with a preference for IT infrastructure
  • Three-year university degree (or higher)
  • Management experience in a Professional or Managed services business
64

Client Operations Associate Resume Examples & Samples

  • Ensuring the successful and timely processing of Prime Brokerage client trades
  • Opportunity to partner with the Prime Brokerage sales and service teams to roll out new business and service implementations as well as technology enhancements
  • Participating in the client on-boarding process
65

TTS Client Operations Resume Examples & Samples

  • Trade Transaction Service - Executive
  • Support / participate in new projects/migrations and ensure smooth cut over with minimized risks – internal and external
  • The candidate will be responsible for handling guarantees/ counter guarantees and all related correspondents and follow ups
  • Delivers as per Service Level Agreement at all times. Ensure service quality is maintained
  • 0-1 years
  • Previous experience in handling Trade Finance Products .i.e. LCs, Collections, Payments, Doc Scrutiny etc. (Preferred)
66

Prime Services Client Operations Resume Examples & Samples

  • BS or BA required. Concentration in Finance, Economics or Psychology preferred
  • 1 to 5 years Investment Banking Operations
  • Listed Derivatives and OTC expertise
  • Familiarity with SQL, Java and/or Microsoft Access, Visio & IGraphx preferred
67

Prime Derivatives Client Operations Resume Examples & Samples

  • Act as the Single Point of contact for clients for any and all queries related to the client’s clearing activity
  • Where queries cannot be acted upon by the employee, liaise internally utilizing your Credit Suisse network of contacts to ensure the query is acted upon by the appropriate team(s) in a timely manner
  • Collaborate effectively across products, teams and business areas to deliver the business lines services preposition
  • Maintain a high level of customer service at all times, prompt answering of telephone and using the appropriate greeting. Ensure timely response to written queries ensuring that the client is continually updated on the status of all enquiries with written follow up in all cases
  • Gain an in-depth understanding of clients trading flow and identify opportunities to deliver and implement STP solutions to clients
  • Maximize the clients use of Credit Suisse systems / infrastructure where appropriate, training clients on tool usage, selling STP capabilities etc
  • Identify process improvement opportunities for the clients you are servicing (team wide application) and implement to allow for more efficient use of resources and for increased focus on value-added services delivered to the client base
  • Ensure that processes and services offered to clients are in line with Credit Suisse and industry control regulations
  • Identify bespoke services delivered to lower segment clients, understand the efficiency of these and either escalate these for withdrawal or provide suggestions on how these bespoke services can be automated
  • Prepare comprehensively for client visits, prepare agenda, service review, metrics and update on action items. Prompt production of call report following the visit
  • Awareness of processing deadlines and regulatory responsibilities and be able to assist clients with any regulatory queries
  • Identify and understand risk items and escalate these appropriately. All risk items must be verbally brought to the attention of the Client Service Supervisor and / or Manager whilst also being followed up in writing
  • Oversee the management and setting up of client accounts ensuring all parameters and the relevant static are correctly setup
  • Oversee the margin call flow of clients ensuring risk is managed and escalated appropriately
  • Undertake trade break resolution, investigation of position breaks notified by the Client or Internal Credit Suisse teams
  • Verify that all necessary corrections have been made in line with agreed resolution and original query is fully resolved
  • Understanding the mechanics of deliveries, exercise / assignment processes and resolve any issues / disputes as appropriate
  • Manage clients’ exposure through expiry periods to cover risk inherent to the Derivatives business
  • Ensuring that commission rates are fully set up and any commission related breaks are resolved in an appropriate manner
  • Oversee the management of setting up and amending clients clearing and execution commissions, including Third Party Brokerage rates if this service has been offered to a client
  • Ensure any commission related breaks are resolved in an appropriate manner
68

TTS Client Operations Resume Examples & Samples

  • Investment Services – Be part of a team covering overview of client Online investment activity in particular Money Market Funds placement
  • Liquidity Specific Activities
  • Maintenance activity across all platforms ensuring timely and accurate completion
  • First level day to day management of client queries escalating as appropriate
  • Liaising with Production support & Development support team to resolve exceptions found during daily monitoring
  • Daily reconciliation of concentration and investment activity
  • Ensure close communication with all our internal partners, Liquidity Product, Client coverage, Electronic Banking, Client Delivery, Implementations, CAMU, Technology and Support areas as required
  • Ad hoc projects as directed by Section Manager/Team Leader
  • MIS
  • Produce weekly, monthly and quarterly MIS and reports, specialised ad hoc management reporting and communications, special projects etc. as required
  • Treasury, Investments or Cash Management desirable
  • Minimum of 6 months Operational experience
  • Proven ability to produce accurate and timely data input
  • Excellent organisation and administrative skills
  • Excellent interpersonal skills, ability to work in collaboration with other teams across TTS
  • Strong focus on controls and risk management
  • Willing to learn and develop
69

TTS Client Operations Resume Examples & Samples

  • Job Background/Context
  • The LMS range of products assist clients to manage their income as efficiently as possible by providing general treasury management services like concentration, pooling and investment. Over 75% of our high intensity clients utilise concentration type products
  • From Target Balancing (intra & end of day), Pooling, and interest arrangements to Investments, all aspects of the market and our infrastructure and approach to business management should be aligned & have pristine controls. With the development & streamlining of platform enhancements each assigned to the respective streams below, this strategy is the back bone of our LMS capability globally
  • Customer facing experience desirableSkills
  • Competencies:Service orientation, professionalism, proactive and strong client/business focus, accountability
  • Ability to work effectively in situations requiring analytical, interpretive, and problem solving techniques
  • A detailed and independent thinking style
  • Strong team working skills
70

TTS Client Operations Head Resume Examples & Samples

  • To ensure maximum profitability o accounts serviced by the division in accordance with internal and external regulatory policies, credit guidelines and control standards
  • To ensure a competitive market edge in terms of pricing, product delivery and special services schemes by way of new initiative and relationship handling
  • Select/ train / develop and manage people so as to ensure an adequate skills base, appropriate motivation, high morale and consistent discipline and meaningful career planning
  • Ensure Cash and Trade clients needs and particular operating processes are identified; these will serve as basis for product innovation and service enhancement
  • Ensure the proper dissemination and implementation of personnel policies and encourage positive employee relations climate in Cash and Trade
  • Continually explore the possible streamlining of processes and further cut down Cash and Trade costs with assistance of Technology
  • Manage the operation workplace and people on back office processing including accounting and technology to provide best support to the dynamic business
  • Ensure good control of daily operational process to be in compliance with internal policies and external regulations
  • Liaise with regional office with respect to Cash Management Operation related issues
  • Coordinating with internal and external counterparts to implement/deliver new business/product initiatives in an efficient manner
  • Advanced Degree (MBA), (MS) or (PHD)
  • Over 10 years experiencs in banking operations
  • Strong problem solving and interpersonal skills
71

Client Operations Associate Resume Examples & Samples

  • Contributing to the team's goal of monitoring Firm exposure to our customers across the Institutional Equities, Prime Brokerage and Private Wealth Management businesses
  • Responsible for ensuring all positions and valuations are accurate, that correct requirements are being charged in accordance with the clients' strategies, and that all margin calls are issued and met in full
  • Expected and empowered to think about what your clients are trading, and to actively challenge things which do not make sense. If it's not working for you, then it's probably not working for our customers either
  • The businesses we support rely on our team to manage and highlight operational risk in the margin process. We are the last line of defense in a market or client crisis. You will form part of this defense
  • Support your team managers with carrying out supervisory functions and driving forward specific projects. The team contains a strong change management and product development mandate. In the constantly moving world of financial markets, we are engaged in a rolling program of change designed to challenge the status quo and keep us and our customers at the cutting edge of the industry globally. You will be part of this program
  • Collaborating with some of the foremost experts in the Margin and Risk Management field and you will find your knowledge and thought process challenged and expanded on a daily basis
72

Senior Client Operations Analyst Resume Examples & Samples

  • Manage the implementation of new products or lines of business
  • Ensure network products, fee schedules and other operational requirements are set up in a timely and accurate manner
  • Ensure new plans / groups are incorporated into existing book of business
  • Proactively meet with health plan personnel to determine current and future business and regulatory needs
  • Collaborate with Provider Relations, Credentialing, Systems, Recruitment and other sister segment counterparts to meet ongoing business and project requirements
  • Coordinate all regulatory reporting and non - regulatory reporting needs for each assigned market
  • Identify process improvement and cost saving opportunities when appropriate
  • Chair and document cross-departmental / organizational meetings
  • 4+ years of experience in healthcare insurance
  • 4+ years of experience in business analysis; with demonstrated ability to gather undefined or unclear requirements utilizing strong probing skills
  • 2+ years of experience in project leadership or management; with demonstrated abilities in process improvement, workflows, benchmarking, and evaluation of business processes
  • Experience with dental insurance with solid understanding of ADA codes and general dental terminology
  • Excellent communication, time management, problem solving, organizational, and analytical skills
  • Ability to assess and interpret customer needs and requirements
  • Ability to identify solutions to non - standard requests and problems
  • Ability to solve moderately complex problems and / or conduct moderately complex analyses
  • Ability to work with minimal guidance; seek guidance on only the most complex tasks
73

Client Operations Change the Bank Project Associate Resume Examples & Samples

  • Ability to take ownership of multiple projects through multiple phases with ultimate responsibility for successful delivery of the project requirements on-time and under budget
  • Ability to conduct thorough business analysis to capture and synthesize detailed and accurate business requirements to drive solution designs
  • Ability to create and lead forums and working groups, including senior participants, to drive projects, provide status updates, escalate issues, and resolve conflicts
  • Ability to develop strong partnerships with IT colleagues to design, develop, and implement technology solutions to business requirements
  • Ability to manage stakeholder relationships throughout the firm at all levels, including Sales and Trading, Legal and Compliance, Risk Management, Technology, Finance, and Operations
  • Exceptional communication, organization, and time-management skills
  • Proficiency with Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, Project, Visio, and OneNote, to create high-quality project management artifacts
  • A background in institutional trading businesses and processing is advantageous
74

Client Operations Specialist Resume Examples & Samples

  • Maintain client satisfaction by supporting CMM on assigned tasks/projects for clients. Account support activities include, but are not limited to
  • Data Analysis; Identify, analyze, and interpret trends or patterns in data sets
  • Client Management Support: You will own the relationship with clients in relation to the operational support of their webstores. Managing internal and external communication to ensure the desired client service levels are achieved. Using the DRCC Remote Control tools for product additions and site maintenance, marketing programs, accounting questions, inventory management and customer service issues. Assisting in reporting needs for presentations or accounting/billing question investigations, monitoring inventory levels, and supporting customer service needs
  • Marketing Program Support: Implementing client marketing activities directed by CMMs such as cross-sells, up-sells, bundles, email programs, CID creation, etc
  • Store Design Support: Assist the CMMs in the management of product and store changes that support the overall client revenue goals and consumer experience
  • New Program Support: Assist in the implementation activities on new marketing tools, or functionality that will be launched to the Digital River client base as directed by the Director of Account Management
  • Additional Services – Sales: Able to identify sites/clients that have additional opportunities for growth and work with the CMMs to ensure proper resources are assigned for selling, implementing and billing additional opportunities
  • Bachelor's degree in business or related field
  • 1-2 years marketing or business experience required
  • Project management experience a plus
75

Client Operations Manager Resume Examples & Samples

  • Delegate work in a way which builds commitment and opportunity for others
  • Plan and carry out responsibilities with minimal direction
  • Handle Stressful situations and deadline pressures well
  • Accepts responsibility for achieving goals and expectations
  • Work as part of a team
  • Understand Client, investor and shareholder perspectives
  • Excellent organizational and multi tasking skills
  • Demonstrated ability to establish and maintain effective relationships and partnerships with key stakeholders
  • Demonstrated experience in leading and managing projects that are strategic in nature and global in scope
  • Excellent organizational skills with demonstrated ability to execute projects on time and on budget
  • Strong interpersonal, communication, facilitation and presentation skills
  • Technical competence (understand software, hardware, networks, etc
  • Motivated, goal orientated, persistent and a skilled negotiator)
  • Able to build rapport and maintain client relations
  • Confidence in delivering presentations comfortably and successfully to large audiences, including up to board level
  • Confident working with Excel and PowerPoint, including pivot tables and Windows Vista
  • “Out of the box” forward thinker
  • Understand client objectives and requirements
  • Identify opportunities to grow existing accounts
  • Manage a variety of accounts whilst delivering an excellent service
  • Able to deliver to strict deadlines; capable of working successfully under pressure. Negotiation skills
  • Able to construct and write business proposals
  • Generate new business
  • Exceptional communication skills at all levels
  • Recognise and proactively overcome challenges
76

Liquidity Management Services Client Operations Specialist Resume Examples & Samples

  • Investment Services – Be part of a team covering overview of client Online investment activity in particular Money Market Funds placemen
  • 2 – Pooling Services - servicing multi-currency notional pooling via Global Notional Pooling - (GBNP). GBNP also manages interest calculations and reallocation services
  • 3 – Investment Options - servicing all investment services, i.e. Money Market placements, Time deposits, investment sweeps etc. via Global Investment Platform - (GIP)
  • Understanding of basic concentration and investment type products highly desirable
  • Extensive months Operational experience
  • Other quality and administrative support experience would be desirable
77

Client Operations Associate Resume Examples & Samples

  • Resolution of trade and position breaks facing the North American Futures exchanges and the client books and records
  • Topday matching, allocation, and clearing of client and house account activity
  • T+ allocation and clearing of client and house account activity
  • PIT and PNT transaction management
  • Trade flow engineering via Vista, Vista Matcher, and Halo to realize opportunities to automate allocations
  • Pending trade and out trade management
  • Communication with exchanges, clearing houses, counterparty brokers, internal and external clients, Legal and Compliance, non-market risk, and technology
  • Client onboarding
  • Facilitation of client position transfers
78

Senior Client Operations Analyst Resume Examples & Samples

  • Ensure new plans/groups are incorporated into existing book of business
  • Identifying process improvement and cost savings opportunities when appropriate
  • Associates Degree required, Bachelor’s degree highly preferred
  • 3+ years of business analysis experience with demonstrated ability to gather undefined or unclear requirements utilizing strong probing skills (This is not a financial analysis role)
  • 2+ years of experience with process improvement, workflow, and / or evaluation of business processes
  • Intermediate level of proficiency with Excel and PowerPoint
  • Experience with dental insurance is highly
  • Prior experience working with business implementations
  • Prior experience working as an Account Manager
  • Proficiency in Access
  • Excellent communication, time/project management, problem solving, organizational, and analytical skills
  • Assess and interpret customer needs and requirements
  • Solves moderately complex problems and/or conducts moderately complex analyses
79

Client Operations Manager Based Resume Examples & Samples

  • Establish a close working relationship with the QLAB global project team, Business Development, Operational teams and appropriate CDS counterpart to ensure consistent, quality, global delivery of all studies
  • Participate on client specific operational committees, with accountability for developing a true partnership and ensure senior management is frequently informed on current status and progress with the client relationship
  • Participate in client meetings including bid defense, capabilities and audits as needed
  • Regularly review with QLAB global project team and Business Development to include; lessons learned, best practices, standards, client specific requirements, budget management, KPI’s, Master Service Agreement, customer surveys, and discuss progress, actions, next steps and responsibilities
  • Ensure client standards are defined, communicated, trained, and proactively manage and communicate changes to client standards and/or client requirements
  • Drive specific client requests across the internal QLAB organization and where appropriate to implement best practices and process improvements across all clients
  • Knowledge of operations and all project services job functions globally
  • Knowledge of "assigned" customer(s) expectations, requirements and needs
  • Excellent organizational, analytical and problem solving skills
  • Adaptability and flexibility in a fast-paced working environment
  • Ability to deliver high quality project management globally with a sense of urgency and ability to drive activities to closure
  • Ability to communicate clearly and regularly internally across departments and regions and externally with global clients
80

Director Client Operations Resume Examples & Samples

  • Day-to-day management and development of Client Service staff
  • 5-7 years of senior client service (client-facing) or account management experience
  • Experienced manager, preferably in a small to medium size entrepreneurial office
  • Familiarity with supporting Sales teams
  • P&L responsibility for a minimum of 50M booked business, annually
  • Problem solver; ability to understand and determine root cause and propose effective and creative solutions across a complex set of customers, processes and systems
  • Excellent Communication skills and client-service skillset
  • Track-record of successfully designing and implementing processes and improving existing processes within similar organizations
  • Strong technical acumen/computer skills (Microsoft Office)
81

Client Operations Manager Resume Examples & Samples

  • Exceed client expectations by using product, technical and client expertise to effectively solve client issues in a timely manner
  • Coordinate investigations and responses by the Global Support and Services. Fully own escalated issues from inception to resolution to ensure resolution times meet client expectations
  • Develop in-depth knowledge of client business and operational workflows by working closely with client operations and production teams. Contribute knowledge of client business practices to overall Eagle knowledge management (KB articles, test cases, etc)
  • Engage in early stages of client lifecycle to share ownership of key implementation decisions; influence decisions with an eye towards post-implementation operations and long-term client success. Maintain ownership of decision logs after implementation
  • Effectively advocate on behalf of client needs to GSS leadership
  • Understand and contribute to the immediate and 3-month horizon needs and objectives of clients. Own current client temperature and work closely with client Relationship Manager on mid-range client goals
  • Maintain daily communication with client A and B levels
  • Proactively identify opportunities to increase client satisfaction and overall value of Eagle suite (training, new projects, sales opportunities, etc)
  • BA in Finance, Accounting or IT. Advanced degree preferred
  • 5-7 years of experience in the investment, private wealth and/or financial services industry
  • Self-motivator with a strong work ethic, initiative, critical and strategic problem-solving skills
  • Detail-oriented with strong organization skills
  • Must be able to quickly gather and analyze data
  • Excellent multi-tasking skills with the ability to thrive in a dynamic working environment
  • Collaborative interpersonal skills; ability to work within teams
  • Proven ability to build strong relationships, both with colleagues and with internal and external clients
  • Expertise in the investment management industry
  • Experience using Eagle products is preferred
82

Client Operations Associate Resume Examples & Samples

  • Support run the bank for collateral and meeting margin call requirements through re-hypothetication of collateral between locations i.e. custodians, clearing houses, clearing brokers
  • Daily surveillance of CCP margin movements and ensure adherence to applicable margin rules
  • Resolution of Exchange Point Balance breaks
  • Communicate with exchanges, brokers, internal and external clients, Legal and Compliance, and Technology
  • Good interpersonal skills to build cross-divisional relationships; gain support and respect from key stakeholders (Business Unit, Operations, FCG, Legal and Compliance)
83

Client Operations Analyst Resume Examples & Samples

  • Utilize your strong communication skills to assist clientele with setting up of new accounts; including, coordinating initial and ongoing funding and income distributions from investments
  • Utilize your interpersonal skills to be the strategic liaison between portfolio managers and clients, relaying strategic information in regards to portfolio performance, market and political risk
  • Utilize your project management experience to assist in the manage of the client process flow
84

Client Operations Specialist Resume Examples & Samples

  • Client account administration
  • Client Relationship Management which includes developing valuable relationship with clients, understanding their requirements and delivering solutions
  • Active involvement in client initiatives
  • Project work
  • Implementing process improvement and controls to existing functions
85

Client Operations Associate Resume Examples & Samples

  • Monitoring of risk exposures
  • Providing detailed analytics and reporting in relation to existing and prospective clients
  • Delivery of technology change (both strategic and tactical)
  • Improvement of controls across the Risk/Margin platform
  • Ensuring that all client positions and valuations are accurate, that correct requirements are being charged in accordance with the clients' strategies, and that all margin calls are both issued and covered same-day
  • Thinking about what your clients are trading, and actively challenging things which do not make sense. If it's not working for you, then it's probably not working for our clients
  • Working extensively with the PB Risk Management, IT & Client Service teams to build & maintain a controlled & commercial business that leverages the strengths of all our people
  • Managing operational risk. We are relied upon to manage and highlight operational risk in the margin process. We are the last line of defense in a market or client crisis. You will perform a central role in this defense by challenging the status quo and maximizing the value that the team can add to our franchise
  • Driving forward the significant change agenda in collaboration with peers in the London, Hong Kong and Singapore Margin/MORS teams
86

IoT Client Operations Manager Resume Examples & Samples

  • Seven+ years of experience in insurance; Experience in operational and logistical environments
  • Working knowledge of Insurance company, agency operations and Risk Management
  • Strong PM skills; Proficient knowledge of Excel, PowerPoint, Word, Outlook; Working knowledge of HSB's processing systems
  • Self-motivated & directed; able to prioritize multiple tasks while keeping sight of "big picture"; able to analyze business processes to identify problems or solutions; strong oral/written communication skills
  • Strong interpersonal/team building skills, meeting facilitation and management, leadership, problem solving/analytical skills. Ability to influence multiple levels of internal/external clients
  • Travel as needed
87

Amer Prime Brokerage Client Operations Analyst Resume Examples & Samples

  • Provide exceptional client service that maintains and continually enhances relationships to improve the overall customer experience
  • BS or BA required. Concentration in Finance, Economics, or MIS preferred
  • Investment Banking/Financial Operations/Client Service experience preferred
  • Familiarity with Microsoft Access, Visio & IGraphx preferred
88

Client Operations Specialist Resume Examples & Samples

  • Efficiency
  • Excellent written and verbal skills
  • Ability to balance daily workload and larger projects
  • 2+ years of work in finance or customer facing role. Financial service experience is a plus but we will train the right candidate interested in learning investing and key financial concepts
89

Client Operations Specialist Resume Examples & Samples

  • Empowered to think about what your clients are trading, and to actively challenge things which do not make sense
  • The businesses we support rely on our team to manage and highlight operational risk in the daily margin process. We are the last line of defense in a market or client crisis
  • The team contains a strong change management and product development mandate
  • Producing and executing test scripts for all RTB and CTB changes that impact the margin system; prioritizing RTB project's queue for NA; and driving cost efficiency agenda through Lean initiatives
90

Client Operations Specialist Resume Examples & Samples

  • Support assigned Client Managers by proactively monitoring existing renewal business with timely generation of quotes, validation of service contracts, auditing and management of all aspects of the renewable pipeline using Salesforce.com (CRM system)
  • Provide outstanding and enthusiastic customer service and communication both by phone and email. Respond quickly and accurately to requests from inside resources as well as outside clients
  • Prepare and submit accurate orders to purchasing. Help ensure deals are registered through partnership with Deal Registration Desk
  • Responsible for effectively communicating and positioning Partner and authorized support programs within the partner community and installed base. Develop and maintain an in-depth knowledge of Partner programs and services
  • Provide detail reporting and asset tracking for clients on an as-needed basis
  • Interact extensively with clients for upselling level of service contracts, positioning multi-year contracts, technology refreshes as well as co-terming contracts from various technologies for an annual renewal date
  • Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely renewal quotations for products and services
  • Generate and accurately report Renewal pipeline to Client Managers and Sales Management
  • Act as liaison between Client Manager and operations/services organization
  • Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred
  • 2 or more years of experience in Business-to-Business Sales/Client Services role required
  • 2 years of experience in technical or information technologies industry preferred
91

Client Operations Manager Resume Examples & Samples

  • Drive overall renewal rate excellence through on time renewals
  • Display and exercise a deep commitment to meeting and exceeding goals
  • Exercise a commitment to maintaining and improving Services Renewal Model through consistent program evaluation and management of the renewal and retention strategy
  • Drive excellent performance in each individual, based on a set of Performance Standards per renewal concentration
  • To continuously develop and expand the team’s understanding through on-going developmental training
  • Associates Degree (A.A.) or equivalent from two-year College or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred
  • Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word and Excel. Internet navigation required
  • Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred
  • Ability to work in a sales partnership setting, where workflow is determined by incoming requests required
92

Client Operations Specialist Resume Examples & Samples

  • Includes a minimum of two years of data entry in an inside sales role
  • Intermediate Microsoft Office skills to include Excel for creating and using spreadsheets
  • Advanced knowledge of Microsoft Outlook for email to include working with a shared email box with ability to multi-task in a high paced environment with multiple messages arriving at once
  • Basic understanding of the anatomy of a desktop/laptop with ability to understand customer needs
  • Working knowledge of data entry into a CRM or ERP system
  • Working knowledge of a customer's purchasing process from an Inside Sales perspective
  • Understanding of the sales cycle for a business purchase
  • Basic understanding of the sales process with ability to provide the client accurate SLA's and delivery information
93

Client Operations Manager Resume Examples & Samples

  • Partnering with the Account Manager and the operations teams, , manage large client engagements, focusing on the intersection between ongoing operations, account/support issues and significant services requests
  • Work closely with the Sales, Professional Services, Cloud Operations and Support organizations to facilitate resolution to escalated client situations and drive completion of root cause analyses as necessary
  • Become our customers’ trusted partner
  • Prepare and deliver client account reporting and executive level ad hoc reporting, as required and maintain executive scorecards. Serve as a SumTotal’s change manager to help ease and facilitate clients through large projects
  • Develop and implement process improvements and standard operating procedures to maximize efficiencies and consistently exceed client service levels
  • Identify, create and deploy proactive customer experience campaigns that drive retention and customer success
  • Identify opportunities to increase product adoption solutions or training that will increase SumTotal’s value to the customer and improve customer satisfaction in the course of developing partner relationship with customers as appropriate
  • Effectively resolve escalated client issues and complete root cause analyses, when appropriate, in order to prevent future occurrences
94

Client Operations Manager Resume Examples & Samples

  • Provide effective solutions for Client through extensive knowledgeable on relevant modes of transportation (Air, Ocean, Small Parcel, International, Expedited, LTL, Truckload, Partial, Flatbed, Intermodal etc.)
  • Collaborate with support departments (Finance, IT, Accounting, Carrier Sales, etc.) to drive process efficiency and deliver results to the Client
  • Ensure Operations Excellence by training, developing and managing an account team on a daily basis
  • Create, improve and drive compliance to standard operation procedures for internal and external processes
  • Monitor and manage Carrier performance and lead continuous improvement initiatives with Carrier base
  • Develop and implement financial packages for Clients and Carriers, facilitate quick payment and mediate pricing discrepancies between both Clients and Carriers
  • Confidence to make tough decisions when necessary
95

Director Client Operations Resume Examples & Samples

  • Strong leadership skills to create and drive consensus across teams to enhance performance
  • At least 3 years in leadership and management positions
  • Strong demonstrated project management experience
  • Ability to build strong internal and external relationships in order to influence and drive improvement
  • Client and customer focused
  • Exceptional communication (written and verbal) and presentation skills
  • Must be tech-savvy and computer literate
  • Ability to manage, lead, develop, and hold department staff highly accountable
  • Experience preferred in: Live Event Production, Call Center, Fulfillment Ticketing Industry and Network / IT
96

Client Operations Analyst Resume Examples & Samples

  • Develop detailed product implementation plans for the Inland Flood Coverage Endorsement (IFCE) and future RD white labeled products. Lead all product implementation calls and meetings with our clients
  • Function as the day to day liaison with our partner companies, resolving any potential issues expediently
  • Working in tandem with the Flood Product Manager, manage the interaction with the various RD departments necessary for the timely implementation of our white label products. These departments include actuarial, IT, marketing, claims and contracts
  • Utlize InDepth™modeling output to create custom proposals for IFCE clients
  • Assist Product Development and Marketing with the creation of presentation and marketing collateral and participate in product presentations and proposal meetings, as necessary
  • Assist the Strategic Product Manager with the build out of scalable work flows for claims handling, data transfer, accumulation monitoring, accounting, and reporting. Monitor the operational health of assigned customers
  • Engagement with Hartford Steam Boiler COM’s to ensure RD adherence to COM Best Practices
  • Active participation in Design Thinking Workshops, Innovation Boot Camps, and Innovation Labs as necessary
  • BS/BA preferred, advanced degree a plus. CPCU, ARe designations preferred
  • Five years experience in personal or commercial lines insurance. Ten years experience preferred. Experience with state filings preferred
  • Advanced Microsoft Word and Excel skills
  • Proficiency in all personal and commercial lines of business, especially property
  • Prior experience in innovation and new or non-traditional product development a plus
  • Experience in leading cross-functional projects plus strong interpersonal and social skills; excellent oral and written communication skills
  • In-depth knowledge of the US insurance and reinsurance markets. Demonstrated ability to execute on strategic plans
  • Commitment to superior customer service
  • Willingness to occasionally travel for client presentations and client maintenance (up to 20% per year)
97

Client Operations Manager Resume Examples & Samples

  • 4+ years’ work experience in retail, ecommerce, operations and logistics, technology or project management
  • Familiarity/Comfort of reporting to Manager in the US whilst working out of the UK office
  • Experience working in an environment with some foundation in policies in procedures but continues to evolve due to business growth and product expansion
  • General understanding of retail shipping and logistics strategies, as well as import, export and customs processes
  • Possesses a high level of initiative with ability to handle demanding situations & deadlines
  • Strong written and verbal communication skills along strong analytical, assessment and problem-solving skills is a pre-requisite for the role
  • Ability to work independently and as part of a team and organize one’s time is key
98

Client Operations Associate Resume Examples & Samples

  • Ability to build effective relationships with Trading, Sales groups along with other support functions (Financial Controllers, Technology, projects group)
  • Undertake current state assessment in order to identify control gaps. Work with global counterparts to understand the scope of the issues and identify near term bet practice adjustments
  • Perform business analysis needed to create proposals for scalability (VnG analysis), team fungibility, depth and efficiency
  • Partner with global counterparts to ensure that initiatives are aligned to regional business needs and ensure that regional business needs are well represented in the global arena
  • Work closely with the projects team for continued renovation of TX and related migration efforts
  • Partner with the project group and IT to ensure that business requirements are conveyed accurately in order to guarantee intended deliverables
  • Ensure that operational needs are escalated to management in order to deliver solutions in a timely manner, be it tactical or strategic, or both
  • Review and analyze weekly performance and key metrics reports for derivatives operations group
99

Private Client Operations Associate Resume Examples & Samples

  • Responsible for reviewing and processing various transaction requests on client accounts in an accurate and timely manner
  • Work in conjunction with individuals on the team, other service teams in the department and stakeholders around the firm
  • Support the research and resolution of exceptions and inquiries related to Mutual Fund trades and corporate actions
  • Distributes information and reporting backup to Client Operations teams as required
  • May interact with clients and auditors in a limited capacity for audit related issues as agreed to with Client Operations
  • Maintain records in support of audits
  • Complete reconciliations across Mutual Fund Investments
  • Reconcile client accounts for the purpose of distributing annual tax documents
  • Track exceptions and discrepancies on client accounts and work with other team members to resolve
  • Participate in testing and review of annual code releases and quarterly maintenance of accounting engine (Global Plus)
  • Support overnight data stream from upstream systems to Global Plus and return of data back into downstream AB system
  • Bachelor’s degree, preferably in Accounting, Business or Finance
  • 2+ years’ experience in Operations Investment Support working with a team and meeting time sensitive deadlines
  • The candidate must be responsible, organized, detail oriented and efficient
  • Good interpersonal skills and clear communication skills, both written and oral, are preferred
  • Strong problem solving and analytical skills and the ability to work in a fast-paced, deadline oriented environment
  • Strong ability to multi-task, prioritize and manage various projects or tasks at once is also required
  • Independently research and resolve issues
  • Demonstrate proficiency in generating Excel spreadsheets and documents in Microsoft Word and PowerPoint
100

Client Operations Associate Resume Examples & Samples

  • Act as a specialist for the US futures markets in support of the Institutional Securities Group (ISG)
  • Work with clients, Global Agency Desks and LD Ops to automate client allocations and enhance existing processing where needed. (STP analysis, Vista Matcher, Template)
  • For new clients, understand operational requirements (special recaps, booking methods) and socialize these with Global Operations teams
  • Monitor client activity in Vista intraday and proactively seek allocations
  • Liaise with clients to resolve unmatched allocations and any trade related discrepancies
  • Process changes in Vista and other systems related to error trades and client updates
  • Process manual allocations, reallocations and 3rd party executions
  • Participate on the daily Operations/Risk/Compliance Risk Call
  • Monitor breaks mails and out trades and resolve issues from previous days business
  • Manage emails effectively to ensure no gaps with other Operations teams
101

Highmark Capital Management Client Operations Associate Resume Examples & Samples

  • 40% - Reconciliation, researching, and resolving holdings, transactions, and cash in HighMark accounting systems using Staars recon tool, Microsoft Excel, Bloomberg, and custodian reports. Must be able to calculate income and paydowns on assets using Bloomberg screens
  • 10% - Mark to Market Evaluation and pricing of securities using IDC pricing and Bloomberg
  • 10% - Researching and resolving failing executed trades with custodian and portfolio manager using Bloomberg
  • 30% - Prepare monthly portfolio/income reports equivalent to Balance Sheet, Income Statement, Statement of Change in Cash Flow, and Statement of Change in Net Assets for clients and creation of client PowerPoint presentations for portfolio managers
  • 10% - Assist Operations Manager with routine maintenance of HighMark systems: Bloomberg, SEI Trust, Staars
102

Client Operations Rep, Wscv Resume Examples & Samples

  • National and Local Paid Programming Sales – send out and clear avails, negotiate rates, and allocate and book all orders. Respond to substantial daily inquiries
  • Significant amount of National orders/processing, maintaining contracts and revisions
  • Work with National Sales Office representatives, account mgrs, and assistants on make goods and sales traffic support
  • Responsible for and communicating station’s prime program changes
  • Provide air times and researching of billing discrepancies
  • Responsible for clerical functions including answering phones, computer inputting and filing
  • Must serve and train as backup for other desks
  • A minimum of a BA degree, or equivalent
  • A minimum of 1-year experience using Microsoft computer software (PowerPoint, Excel, Word)
  • Work overtime and on weekends with short notice
  • Must be willing to work at the station in Miramar location
  • No relocation benefits available
  • Must be covered by Solutions, NBCU’s Alternative Dispute Resolution Program
  • Bilingual; English/Spanish
  • Knowledge of Wide Orbit and Donovan DDS preferred
  • Some experience in radio/television sales desirable
  • Able to meet deadlines and work well under pressure
  • Administrative and communications skills (written and verbal)
  • Organizational skills with attention to detail and a positive attitude
103

Senior Manager, Client Operations Services Resume Examples & Samples

  • Establishes and delegates work assignments and project schedules
  • Conducts reviews of work in progress
  • Reviews processes and terms to identify areas for improvement
  • Provides direction to colleagues within the latitude of established company policies
  • Works on issues of diverse scope requiring an evaluation of a variety of factors (i.e., business trends, team impact)
  • Manages team within department budget
  • Interacts with subordinates and/or peer group managers involving matters between departments or functional areas. Often leads a cooperative effort among members of a project team
  • Manages and coordinates the activities of a department with responsibility for results
  • Handles personnel actions including staffing, performance reviews, salary recommendations, disciplinary actions, and coordination of training and development. Reinforces desired behaviors
  • Oversees team, ensuring ongoing contractual terms are met and the operational delivery of services to clients for an account or group of accounts exceed client expectations
  • Ensures that implementations and ongoing services are delivered on time and meet client requirements by maintaining tight control over the project schedule, risks, and scope of work
  • Collaborates with internal partners to ensure service delivery and client satisfaction
  • Researches and resolves client and member inquiries providing root cause analysis
  • Identifies recurring or related issues and develops / implements resolution strategies
  • 3+ years of people management experience preferred
  • Proficiency using Microsoft Office
  • Must be able to work effectively in an ever-changing environment and have the proven ability to motivate team members to meet goals, deadlines, and deliverables
  • Ability to project manage multiple high visibility projects concurrently / process enhancements / improvement generation and follow through
  • Ability to develop and articulate written business definitions and documents
  • Ability to understand information quickly, derive insight, synthesize information clearly and concisely, and devise solutions
  • Must be able to take initiative, set strategic priorities, take ownership of assigned projects and initiatives and independently drive for results
  • Ability to interface at all levels of the organization within and outside of the company
  • Previous personnel management experience is required
104

Client Operations Specialist Resume Examples & Samples

  • Organize, direct and motivate Client Operations Specialist (COS) team members to align with strategic objectives
  • Set quarterly goals/objectives for each COS team member
  • Monitor COS team member progress towards goals/objectives
  • Actively work with sales and operations on process improvement initiatives
  • Drives the development and training of new COS team members and provides ongoing performance coaching to existing COS team members
  • Troubleshoot advanced problems, provide guidance for complex quote/order scenarios
  • Act as escalation path for regional director
  • Load balance volume between COS team members
  • Develop and execute advanced reporting, possibilities include quote/order accuracy rate of COS team, SLA attainment, transactional volume, deal registration analysis
  • Create and maintain COS training/reference documentation
  • Maintain COS team data on company intranet
  • Conduct twice yearly formal performance review of each team member and informal quarterly performance reviews
  • Build process workflows to scale team as sales force grows
  • Manage month/quarter end activities as necessary
  • As new opportunities arise within the organization, additional responsibilities will be assumed
  • Ability to build relationships and trust with internal and external partners/clients
  • Ability to prioritize tasks to align with particular deadlines
  • Ability to lead and motivate direct reports, often remote
  • Superior organizational skills, independent judgment and functional arithmetic skills
105

Client Operations Specialist Resume Examples & Samples

  • Support assigned Account Managers by producing accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system)
  • Provide outstanding and enthusiastic client service and communication both by phone and email. Respond quickly and accurately to requests from inside resources as well as outside clients
  • Prepare and submit accurate orders to purchasing. Help ensure deals are registered through partnership with the Deal Registration Desk
  • Provide system reporting or analytics to the Account Manager, operations, and management upon request
  • Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely new business quotations for products and services
  • Develop and retain product and industry knowledge to be used to identify expertise. Commitment to developing knowledge and experience
  • Provide historical pricing analysis to Account Manager upon request
  • Act as liaison between Account Manager and operations/services organization
106

Client Operations Specialist Resume Examples & Samples

  • Submit all schedule changes to the staff, answering service, providers and the hospitals that we have contracts with as they require updated schedules with any changes
  • Process incoming certified mail to physicians
  • Other duties as assigned by leadership Daily
  • Enter admissions, updates and discharges for all patients into the database daily
  • Minimum of two years of experience in a health care setting
  • 2-year College degree preferred
  • Must possess superior organizational and interpersonal skills
  • Proficiency with database management and software programs required
107

Client Operations Associate Resume Examples & Samples

  • Collaborating with some of the foremost experts in the Margin and Risk Management field and you will find your knowledge and thought process
  • All degree disciplines considered although the role would suit someone comfortable with numerical and analytical work
  • Exposure to margin & collateral / cash & derivatives products is helpful
  • Demonstration in their past work experience of robust analytical skills and high attention to detail
108

Client Operations Analyst Resume Examples & Samples

  • Preparing Excel files for data imports
  • Updating/management of Salesforce
  • Generating profiles for clients
  • Creating locations, internal participants, activity defined fields (ADF’s) for data imports
  • Requests from clients such as exporting quarterly ownership reports for multiple securities
  • Internal data clean-ups
  • Setting up trials for clients, extending and inactivating accounts
  • Help create user guides for clients
  • First level phone support of clients
109

Client Operations Change the Bank Specialist Resume Examples & Samples

  • Responsible for leading the analysis and requirements gathering for each initiative
  • Identify and resolve requirement conflicts
  • Create and maintain project documentation such as BRDs, Project plans and training documentation
  • Liaise with technical teams to ensure business objectives are achieved
  • Effectively use tools such as Excel, Powerpoint, Visio, and SnagIt to present information and facilitate decision making by project participants
  • Experience in gathering requirements, writing, and delivery of formal documents
  • Analytical skills: can evaluate information gathered from multiple sources, reconcile variances and convey findings to management and key stakeholders
  • Testing skills: can perform functional end to end testing based on given requirements, work directly with the IT
110

Client Operations Specialist Resume Examples & Samples

  • Single point of contact for central processing for Listed Derivatives and OTC clients
  • Propose developments to improve our clients' experience and make our processes more efficient
  • Identify and escalate issues in a timely manner to enable effective risk management
  • Possess robust analytical skills, an attention to detail and a keen awareness of risk
111

Client Operations Change the Bank Associate Resume Examples & Samples

  • Supporting Business Enablement: for new business opportunity, new product enablement
  • Responding to Regulatory Demand in Equity Derivatives space; providing SME and change expertise in the trade capture and downstream systems for regulatory agenda
  • Operational risk and control: work to reduce or eliminate operational risk in Equity Derivatives domain, and maximize operational control
112

Manager, Client Operations Resume Examples & Samples

  • Responsible for the management of the West Palm Beach Client Operations Team
  • Provide input into the performance management process and staffing decisions
  • Organizes the work, sets priorities, monitors all activity, and ensures timely and accurate completion of the work, providing back up support and coverage when needed
  • Maintains oversight of current production operations, onboarding, maintenance and offboarding
  • Own the platform, process and data for Client Operations in West Palm Beach
  • Responsible for prioritizing enhancements to the platform and docket / capital to fund efforts
  • Establish growth plan for team in West Palm Beach, leveraging strengths of the team and their process
  • Manages escalation issues from internal and external clients
  • Utilize knowledge of organization to provide guidance on more complex issues and align with Enterprise Client Ops initiatives
  • Utilize knowledge of industry to establish standard practices and metrics to measure success
  • Work with Client Ops Management to increase automation & eliminate swivel chair processing
  • Work across business units to resolve inefficiencies and promptly resolve client inquiries
  • Responsible for incorporating West Palm Client Operations into the Global Client Ops Team
  • Participate in establishing the global tactical and strategic plan with Client Ops Management team
  • Oversees development of appropriate action plans for client activities and ensures execution and follow up
  • Acts as a liaison between servicing and operations to ensure seamless execution of client activity
  • Identifies service efficiency enhancements, process improvements, and facilitates service delivery using creative and proactive measures
  • Communicates with clients as needed to inform them of account set-up or status, requesting documents or other information when necessary
  • 4-8 years’ experience of Client Operations experience, with 2-3 years of institutional trust and investment experience
  • Business Analysis & or Project Management experience preferred, displaying process improvement over functional areas
  • Knowledge of institutional trust operations and accounting systems usually acquired through related experience is necessary to administer complex master trust and custody accounts
  • General business knowledge and knowledge of accounting usually acquired through coursework are required to oversee client transactions
  • Analytical, problem solving, and organizational skills are required to identify and resolve account issues
113

Prime Services, Client Operations Resume Examples & Samples

  • Provide a single point of contact to all external Prime Brokerage clients and to the business itself respective to all Asset Servicing needs
  • Responsible for query management, break resolution, entitlement inquiries and chasing for elections
  • Measure, analyse client work drivers and scorecard activities targeting efficiency
  • Offer training assistance to clients around CS tools and online capabilities
  • Document small change & process improvements
  • Participate in and prepare for client visits, roundtables, various working groups
  • Subject matter expert in Asset Servicing market knowledge & processing with special focus on Corporate Actions
  • Responsible for voice of customer facilitation and own the maintenance of the relationships
  • Excellent written and oral communication across all audiences is essential
  • Risk orientated, able to work against sensitive deadlines in a controlled environment
  • Able to contribute business requirements and execute test plans as needed
  • Knowledge of Equity/Fixed Income settlement & Derivative transactions a plus
  • Must have 2-4 years experience in Asset Servicing
  • Proactive Approach: Shows drive, passion, works persistently through obstacles to create positive impact and value for the bank. Approaches situations with an entrepreneurial perspective
  • Principled Behavior: High integrity, maintains confidentiality at all times. Fully complies with the code of conduct; acts responsibly protecting the reputation of the bank and mitigating controlling risks
  • Partnership: Takes visible responsibility for establishing, preserving and growing deep solid relationships with clients/colleagues. Communicates effectively across all levels of the client's organization
  • People leadership: Shows genuine interest in advancing people, gives credit, empowers and provides actionable feedback. Takes a strategic perspective to decisions and resource allocation
  • Professional skills: Results-orientation with a superior ability to execute as well as creatively solve problems; combined analytical and persuasion skills with a comfort and flexibility to work with all levels of the organization. Has the expertise to create solid outcomes
114

Associate Client Operations Director Resume Examples & Samples

  • Responsible for Sponsor Lab wide delivery with rapid escalation action, driving excellence in delivery across all studies within the portfolio
  • Establish a close working relationship with the Central Lab global project team, Business Development, Operational teams and appropriate CDS counterpart to ensure consistent, quality, global delivery of all studies
  • Participate in client meetings including bid defense, capabilities and audits as needed and demonstrate expertise and ability to influence decision making
  • Lead Internal Governance meeting to build momentum and action for the client
  • Lead External Governance meetings with excellent preparation and lead successful meeting
  • Represent Central Lab at key strategic meetings including but not limited to Sales meetings, Quintiles clinical CSMG strategy meetings, Account strategy program meetings
  • Establish Functional Therapeutic Expert Group Goals (FTEG Goals) agreed with sponsor and provide quarterly updates on success of delivery for each goal
  • Utilize expertise to regularly review with Central Lab global project team and Business Development to include; lessons learned, best practices, standards, client specific requirements, budget management, KPI’s, Master Service Agreement, customer surveys, and discuss progress, actions, next steps and responsibilities
  • Lead Sponsor Internal Community resource team through active forums providing account level updates
  • Establish an lead upskilling programs via Sponsor Centre of Excellence Training Academy
  • Ensure best practice harmonisation & implementation across client account
  • Track and manage performance metrics and/or service level agreements and manage process improvement to ensure excellent service delivery
  • Develop and oversee clear communication plans with project teams and client(s)
  • Participate in technical reviews and proposal development as needed to ensure standards are captured
  • Facilitate both the preparation and delivery on client calls and meetings, dependent on need and communication plans
  • Drive specific client requests across the internal Central Lab organization and where appropriate to implement best practices and process improvements across all clients
  • Assist in the development and mentoring of new employees
  • Lead client process improvement and global initiatives as part of FTEG agreement
  • Regularly review OCL global training plans and eSOP reading list for relevance and modify as needed
  • Manage the OCL SOP’s through the eSOP database
  • Act as backup to Director of Client Relations and assist in the support of the wider OCL and the development of the Customer Governance teams
  • Knowledge of “assigned” customer(s) expectations, requirements and needs
  • Solve complex problems by assuring cooperation from multiple departments
  • Bachelor's degree in science related field and minimum 10 years of clinical or research industry experience, including 5 years project management experience; or equivalent combination of education, training and experience
115

Senior Client Operations Manager Resume Examples & Samples

  • Work closely with the Sales, Professional Services, OD and/or Support organizations to facilitate resolution to escalated client situations and drive completion of root cause analyses as necessary
  • Become our main client contacts’ trusted partner
  • Prepare and deliver client account performance reports and executive level ad hoc reporting, as required and maintain executive scorecards on a quarterly basis
  • Serve as a SumTotal change manager to help ease and facilitate clients through large projects
  • Identify, create, and deploy proactive customer experience campaigns that drive retention and customer success
  • Actively identify additional revenue opportunities for SOW, cross product sales or training that will increase SumTotal value to the customer and increase customer satisfaction
  • Manage ad hoc client management and organizational programs and projects, as necessary
  • 6+ years of experience implementing complex software solutions in a direct client role
  • Prior experience working in a technical, project management, or consulting environment
  • Demonstrated client relationship and interpersonal skills
  • Experience facilitating root cause analysis, driving solutions to complex problems, and developing standards for future use
  • Comfortable with fast paced environment and all aspects of change management
  • Able to be successful with ambiguity and solving the client issues, working across functional lines to advocate and solve issues for the client
116

Cbna-o&t-treasury & Trade Solutions Client Operations Head Resume Examples & Samples

  • Interface with Senior Business Partners in Regional TTS - Day to day management of TTS Operations in country. Additional responsibilities will include Managing the Business Process Reengineering and Business Process Analysis Functions for APAC TTS CDO Group
  • Handle the country efforts on Migrations to CSCs, Financial Tracking and Monitoring and Business Analytics and MIS for Regional Operations
  • Minimum of 10-15 years operations experience, with at least 5 years in TTS Operations experience, managing a team of Multi-Functional staff
  • Spanning from in CSC and Country data to day operations to managing Process Re-engineering and MIS/Finance
  • A recognized degree qualification in Banking, Business, Finance, Economics, Accounting or Management
  • Diploma holder with extensive trade experience acceptable
  • Fluent in English, written and verbal. Strong interpersonal skills and communication skills, both oral and written
  • Highly detailed planning, organization and process management experience and solid execution capability. A CPA Degree in Accounting and Finance is preferred. Multi-tasking is a must requirement
  • Strong performance record, indicating a self starter who solves issues as they arise
  • Strong interpersonal skills (as relates to staff management, workflow coordination and work with other Citi businesses)
  • Strong focus on control
  • Quick learner; comfortable with and able to manage in complex systems environment and associated development process - Flexible/sense of urgency
117

Client Operations Manager Resume Examples & Samples

  • Partner with Account Managers
  • Manages ongoing contract relationships and service
  • Ability to analyze data and make recommendations
  • Minimum 2 years experience in an analytical role
  • Minimum 3 years experience in a client-facing role
  • Ability to meet travel requirements (up to 50%.)
  • Preferred Education & Training
  • Bachelor’s Degree in Business or related field
118

Client Operations Manager Resume Examples & Samples

  • Communicator: proactively communicate with your owners via email, phone and in person to ensure that they are in the loop with all aspects of the management of their home. Ability to “sell” an owner on necessary improvements and help them understand how that impacts their revenue
  • Computer Savvy: Our custom developed management software has set Vacasa apart as an industry leader. We use our system to manage all aspects of our business. While we will never ask you to do any coding, we will want you to be very comfortable using a computer. If you commonly find yourself saying, "I bet I can get on youtube and figure out how to do that.", you'll be just fine
  • Highly Organized: This position requires balancing competing priorities on a day to day and minute by minute basis. At Vacasa we are dedicated to providing the best tools possible to manage the workload, but there is a critical human piece that you will provide. Only you can know how your owners like to be communicated with, which homes need extra attention and you are the one that can put eyes on a home when guests are having issues. We rely on you to balance those priorities and kick into action with your organization skills to manage the workload
  • A bit of a maintenance mind - as an extension of your owners, you will need to be able to troubleshoot issues that come up in your homes and either repair them (if minor) or make recommendations to your owners
119

Client Operations Manager Resume Examples & Samples

  • Previous experience working within an onboarding/client service group
  • >5 years of demonstrable related work experience within an Investment Management organisation preferably within an operations or service environment
  • Graduate with related degree (preferably in a Finance, Economics or an Engineering related subject)
  • An understanding of investment concepts and the ability to communicate a working knowledge of investment process and products within the onboarding process
  • Customer Service orientation, with a proven ability to work with clients/customers in difficult situations
  • Analytical nature; problem solving/troubleshooting skills. Metrics and procedure focused individual with keen eye for detail
  • Solid relationship building skills
  • Demonstrate ability to guide organization and influence change
120

TTS Client Operations CSO Resume Examples & Samples

  • Telephonic customer service in the financial services industry where emphasis was placed on product knowledge and resolution of varied problems
  • Commercial banking experience (1.5-2 years)
  • Computer experience (MS Windows, Excel, Access, Word)
  • Understanding of the legal/audit requirements inherent to the job
  • Corporate banking products
  • High level of English (reading, writing, speaking)
  • Problem solving, time management & analytical skills
  • Keen appetite for acquiring further knowledge of the customer services environment and the products on offer
  • Advance level English and Hebrew language knowledge
  • University degree in related field (business, econ, finance)
121

Client Operations Associate Resume Examples & Samples

  • Conscientious, for example, in seeing issues to a thorough conclusion and to the satisfaction of all parties
  • Customer focused
  • Excellent communication skills and the ability to interact with colleagues at all levels
  • Prioritisation and time management skills
  • Problem solving through initiative and tenacity
122

Client Operations Associate Resume Examples & Samples

  • Work with clients, Global Agency Desks and LD Ops to manage expiry process front to back
  • Monitor contracts up to and through expiry
  • Monitor position breaks against the exchanges/clearing houses to accurately process expiry
  • Liaise with stakeholders to resolve any discrepancies
  • Process trading platform setups
  • Monitor breaks mails and resolve issues from previous days business
  • Experience in futures markets preferred but not essential
  • Ability to build relationships with counterparts at other clearing firms and with ISG clients
  • Eye for detail
  • Meet multiple, conflicting priorities
  • Microsoft Excel ? advanced preferred but not essential
  • Knowledge of MS firm proprietary systems, LIBRA, Vista, MARS, Various Trading Systems
123

North Hub Client Operations Head Resume Examples & Samples

  • Deep understanding of business of TTS Client Operations in a Latin America environment
  • Lead, develop and implement a regional Governance Communication Model with the countries under its supervision and Lead the Interactions with the Regional Senior Management
  • Lead his structure engaging the Local Senior Management to exchange the best practices across the Latam Region to improve processes, aiming on a robust control environment and productivity savings
  • Reengineering and centralization of processes to improve Cash and Trade Operations footprint in those countries as per Regional and Global Transformation processes designed to improve the TTS Client Operation Business as per changing environments, strategies and policies
  • Lead, manage and control financials, taxonomy, HCs and productivity initiatives
  • Lead, manage and control technology projects, support on any requirement from the Regional TTS organization, aiming to achieve the Technology End Stage
  • Increased client experience (both internal and external)
  • Strong partnerships developed with Regional and in-country O&T, Product, Relationship Management and Ops Controls
  • Lead and implement strong “Client Retention” activities as per current organizational announcements and client uncertainty in advance and proactively
  • Create the best work environment, objectives, performance and career path of the over 160 full time employees
  • Reach best in class Voice if the Client results
  • Manage the Corporate branches and Office at Work structure aligned with the divestiture strategy
  • Ensure to have the right operating controls and obtain satisfactory results from internal and external audits
  • Define the best client segmentation service and operating models to ensure Customer satisfaction at all levels
  • Manage the interaction with the technology department and internal vendors to ensure the business has the right infrastructure to support clients
  • Manage the internal and external marketing communication, client events and trainings
  • Work closely with TTS business and Relationship management teams to improve the overall client experience
  • Serve as escalation point for internal and external clients
  • Create the best work environment, objectives, performance and career path of the over 110 full time employees
  • Day to Day governance over all vendors supporting the TTS Client Ops team in operations and service
124

Senior Client Operations Specialist Resume Examples & Samples

  • Serve as the liaison to collaborate and coordinate between all of the different departments that support our clients to meet ongoing business and project requirements. This includes Vendors, Clinical, Professional Networks, Provider Services, Call Centers, Finance, Legal, Auditors, Reporting team, Compliance and external parties
  • Manage the implementation of new products or lines of business as well as ensure expansion opportunities (i.e., new plans / groups) are incorporated into existing book of business
  • Facilitate the resolution of any issues, enhancements or process changes that arise during the course of day to day operations
  • Host and document (via agendas and minutes) all cross-departmental and organizational meetings as required to support the ongoing business and project requirements
  • Manage project plans, user acceptance testing, document requirements and supporting documentation
  • Proactively meet with health plan personnel and determine current and future business and regulatory needs
  • Review the contract to ensure we maintain contract compliance
  • Perform annual desk audits to ensure all of our clients supporting documentation is up to date (provider manuals, QRGs, plan summaries, org charts, etc.)
  • Coordinate all reporting needs for each assigned client
  • Work through any encounter file issues impacting clients; coordinating meeting with NEMIS, Provider Services and Scion to work issues through to resolution
  • Identify process improvement and cost savings opportunities when appropriate
  • Partner with the Clinical Department to ensure there is support (and provide benefit detail as needed) in support of Member Fair Hearings and provider complaint requests
  • Facilitate Ad Hoc requests (i.e., claim projects / research, eligibility research, utilization, network issues, reports, output verification, etc.) for completion in a timely manner
  • Support clinical initiative (i.e., HEDIS, ER Diversion, ECC, Dental Home) project work as needed
  • 5+ years healthcare insurance experience
  • 5+ business analysis experience with demonstrated ability to gather undefined or unclear requirements utilizing strong probing skills (this is not a financial analysis role, financial analyst need not apply)
  • Professional communication and presentation skills
  • Ability to organize and prioritize multiple items as necessary
  • Must possess a strong sense of ownership to meet multiple deadlines and execute on deliverables
  • Flexibility to take on ad hoc projects and ensure completeness
  • Familiarity with FACETS systems and processes
  • A solid understanding of ADA codes and general dental terminology
  • Experience with dental insurance
125

Senior Associate, Client Operations Resume Examples & Samples

  • Assist the Operations manager with processing monthly billing as well as budget reporting
  • Assist the Operations Director with miscellaneous operations tasks and projects
  • Oversee all travel & expense budgets for quality control
  • Pull and compile data on a monthly as well as on needed basis
  • Provides system support and access control for MediaTools and MBOX
  • Minimum of 1 year experience in operations and/or finance, preferably in a media agency or advertising agency
  • Understands and can meet deadlines
  • Able to multi-task and take on a variety of projects
  • Strong math and analytical skills
  • Advanced MS Office skills (MS Word, Excel, PowerPoint)
  • Demonstrated critical thinking and problem solving abilities
126

Client Operations Specialist Resume Examples & Samples

  • Product/Process Knowledge: Cash Management product knowledge and process knowledge, Proficiency in the standard tools and applications required to support the product
  • Fully understand and implement Citi’s values: Responsibility to our clients, to each other and to our franchise
  • Experience Required: Bachelor’s degree or equivalent experience preferred
  • Technical Experience: Proficient knowledge of service applications, Proficient in all Microsoft applications
127

Client Operations Manager Resume Examples & Samples

  • Manage client operations and assist the Client Management team by creating a triage for operational issues affecting client performance
  • Help manage the testing and implementation processes for new product and feature launches
  • Build both data-driven and operational focused collateral to pitch successful programs and products to our clients
  • Support KPI definition and reporting to internal/external users
  • Work closely with Logistics, Distribution and Customs Compliance teams to help optimize operational offerings to our merchant partners
  • Assist with the development of new products to ensure that they are developed in line with the needs of our clients
  • Drive efforts to improve cross-function customer satisfaction scores
  • Develop strong understanding of company processes, procedures, and areas to improve
  • 5+ years’ work experience in retail, ecommerce, operations and logistics, technology and project management. Retail and ecommerce experience is essential
  • Familiarity/Comfort of working in a matrixed environment
  • Possess a high level of initiative with ability to handle demanding situations & deadlines
128

Client Operations Specialist Resume Examples & Samples

  • Bachelors degree highly preferred
  • Excellent interpersonal skills which includes strong communication/networking skills to interact with both internal/external parties
  • Strong negotiation, reasoning and problem solving skills
  • Listed Derivatives Product Knowledge
  • 5 years Operations experience, preferably in customer service
129

Prime Client Operations Resume Examples & Samples

  • You will become the point of contact to our external Prime Brokerage clients and to the business teams respective to all Asset Servicing needs
  • You will handle query management, break resolution, entitlement inquiries and chasing for elections
  • You will be the voice of customer facilitation and be responsible for the maintenance of the relationships
  • You will help measure and evaluate client work drivers and scorecard activities targeting efficiency
  • You will offer training assistance to clients around CS tools and online capabilities
  • You will assist with recommending and documenting operational improvements
  • You will participate in and prepare for client visits, roundtables, and various strategic working groups
130

Head of Client Operations Usrb Operations Resume Examples & Samples

  • Define and execute on the Contact Center strategy for digital transformation, including promoting self-servicing through better capabilities and customer awareness, elimination of “regrettable volume”, and shifting the team culture into a digital first mindset
  • Define and execute on best-in-class servicing strategy – informed by the Global Consumer Bank’s digital transformation objectives and the US Retail Bank’s customer segmentation strategy
  • Develop and achieve budget targets – in balance with digital and customer experience goals
  • Champion innovation and ‘failing fast’ for rapid learning & improvement, including challenging traditional operating models and assumptions
  • Ensure compliance with all relevant laws, regulations, and policies. Foster a proactive control culture with a focus on self-identifying control issues and ensuring timely resolution of identified issues
  • Recruit and nurture forward compatible talent across all levels and functions – promoting curiosity, collaboration, adaptability, courage, and determination
  • This position may be located in Florence, KY or San Antonio, TX. Other US locations may be considered if willing to travel – primarily domestic with some international
  • ~50% travel required if located outside of major domestic footprint. ~35% travel required if located inside of major domestic footprint
  • Minimum 10 + years of operations leadership experience in a complex, multi-site environment
  • Financial Services experience desired, but not required
  • Pragmatic visionary who can fluently translate business objectives into executable strategy
  • High execution quotient in a highly matrixed, geographically disbursed, highly-regulated, and consensus-driven environment
  • Strong comfort with ambiguity, rapid change and appropriately assessing risk/reward trade-offs to drive positive change
  • Experience in driving digital transformation and innovation in operations
  • Adept at financial and general data analysis for gaining insight and driving business action/decisions
  • Cross-functional background highly desired, providing ability to think ‘front to back’ and work effectively with various front-office and support partners
  • Compelling communicator (written and oral) across a wide variety of audiences and organizational levels
  • Passion for attracting and nurturing diverse talent that can help drive business transformation
  • Experience in leading large, diverse teams across multiple geographies, strongly preferred
131

Client Operations Change The Bank NY Team Lead Resume Examples & Samples

  • Manage project team members directly or in-directly reporting to him/her
  • Initiate discussion with senior stakeholders in Ops and IT if a project risk or obstacle is identified which can jeopardize the timely implementation of the projects
  • Take part in the team related administration (progress updates, budget monitoring, hiring, etc.)
  • Oversee work of consultants and manage relationship with the vendor
  • Act as project manager, own the assigned projects, initiate and coordinate the necessary changes until timely resolution
  • Provide regular project status updates to the stakeholders and the senior change management, identify and escalate project risks
  • Collect, assess and document business requirements, complete the necessary analysis of product data, recommend implementation priorities and advise clients on solution alternatives, benefits and costs
  • Coordinate sign off on requirements
  • Create project plan, record delivery milestones in agreement with the IT partners, establish project governance and structure for larger scale change initiatives
  • Collaborate with technology in designing the best solution and monitor implementation
  • Prepare test plan and user acceptance test cases, coordinates user testing with all the impacted stakeholders
  • Hold demo sessions and train the users on the newly developed systems and tools before handing it over to the Run-The-Bank Operations team
  • Notify end users of scheduled changes as well as production issues
  • Understand a Software Development Life Cycle (SDLC) and the AGILE approach and how it is applied in the daily change management
  • Bachelors degree required
  • Excellent communication skills, both verbal and written to communicate with global users
  • Strong customer/client relationship skills
  • Solid experience in Project Management
  • Proven success in managing project teams
  • Quickly digest new information and learn new businesses and processes
  • Appropriately prioritize tasks according to criticality
  • Perform cost/benefit analysis and communicate value proposition
  • Effectively manage individuals in other divisions
  • Question accepted wisdom and challenge the experts
  • Think strategically and provide insight into how to improve existing business and technology processes
  • Deal with ambiguity and decipher business unit lingo
  • Analyze requirements and determine testing mechanisms
  • Strong Product knowledge on one or more of the covered products (e.g. Listed Derivatives, OTC Cleared Derivatives, Bilateral Credit Derivatives, Prime Brokerage and Cash Equity products)
  • Understanding of current market trends and major regulatory changes (MiFID II, 871 (m), etc.)
  • Awareness of the exchange and CCP landscape, specifically in the Americas
132

Client Operations Specialist Resume Examples & Samples

  • Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system)
  • Provide system reporting or analytics to the Client Manager, operations, and management upon request
  • Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience preferred
  • Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word, and Excel. Internet navigation required
  • Ability to work in a sales partnership setting, where the workflow is determined by incoming requests required
  • Superior organizational skills, independent judgment, and functional arithmetic skills
133

Global Client Operations Specialist Resume Examples & Samples

  • Manage brand/client engagement for day-to-day publication of NBCU content to secondary distribution platforms/clients
  • Lead the operational rigor across the entire digital supply chain from inbound content delivery to NBCU facilities to outbound deliveries to multiplatform partners
  • Creating work orders & maintaining scheduling grids
  • Managing metrics, tracking and reconciliation of deliveries to all distribution platforms
  • Generation and maintenance of standard operating procedures and trainings to ensure success of our 24/7 support team
  • Minimum 2 year experience in the technology or media industry, with a proven track record in successful project management with cross-functional teams demonstrating superb planning and organizational skills
  • Experience interacting with clients, such as programming, post houses and producers
  • Bachelor’s degree in Broadcast Technologies, Mass Communications, Engineering or equivalent experience required
  • Detail-oriented, clear thinking and adept at multi-tasking
  • Must be willing and able to work on any shift including, overnights, swing, or weekend as needed
134

Client Operations Readiness Lead Resume Examples & Samples

  • Bachelor’s Degree or equivalent experience
  • Strong Project Management / Organizational Skills
  • Ability to Manage and Deliver Multiple Concurrent Projects
  • Flexibility to adjust and deliver against changing priorities
  • Excellent Written, Verbal and Interpersonal Skills
  • Ethical Standards and Integrity
  • Industry and Product Knowledge
  • Analytical Thinker / Continuous Process Improvement
  • Both Strategic and Tactical Thinker
  • Demonstrated Leadership, Motivation, and Influence Skills
  • Regulatory and Compliance Awareness and Concern
  • Strong PC Skills and ability to learn and analyze impact of new systems
135

Prime Derivatives Client Operations Resume Examples & Samples

  • Acting as the single point of contact for clients for all queries related to the client’s clearing activity
  • Collaborating effectively across products, teams and business areas to deliver the business lines services preposition and to ensure the query is acted upon by the appropriate team
  • Maintaining a high level of customer service at all times via phone and email and ensuring that the client is continually updated on the status of all enquiries with written follow up in all cases
  • Gaining an in-depth understanding of clients trading flow and find opportunities to deliver and implement STP solutions to clients
  • Improving the clients use of Credit Suisse systems or infrastructure where appropriate, providing training on tool usage, selling STP capabilities, etc
  • Identifying process improvement opportunities for the clients (team wide application) and implementing them to allow more efficient use of resources and to improve clients experience
  • Ensuring that processes and services offered to clients are in line with Credit Suisse and industry control regulations
  • Preparing comprehensively for client visits: prepare agenda, service review, metrics and update on action items. Producing of call reports following the visit
  • Assisting clients with any regulatory queries, being aware of processing deadlines and regulatory responsibilities
  • Identifying and understanding risk items and raising them appropriately
  • Maintaining and setting up of client accounts, ensuring all parameters and the relevant static are correctly setup
  • Supervising the margin call flow of clients ensuring risk is handled and escalated appropriately
  • Resolving trade break and investigating of any position breaks notified by the Client or Internal Credit Suisse teams
  • Verifying that all necessary corrections have been made according to agreed resolution, ensuring that original query is fully resolved
  • Understanding the mechanics of deliveries, exercise/assignment processes and resolve any issues/disputes as appropriate
  • Managing clients’ exposure through expiry periods to cover risk inherent to the Derivatives business
  • Overseeing the management of setting up and amending clients clearing and execution commissions including Third Party Brokerage rates if this service has been offered to a client
136

Client Operations Analyst Resume Examples & Samples

  • Will be responsible for the process of E2E Fees and Contributions
  • Responsible for the 6-country process of Emerging Markets LatAm
  • Responsible for requesting quotes and costs to the areas involved for each initiative
  • Work on the interpretation of applications from the look of the commercial area
  • Be responsible for the follow-up of each costing, closing of the process, assembly and submission of the proposal
137

Client Operations Specialist Resume Examples & Samples

  • Receive and assign Emergency Work Orders - 10 hpw
  • Conduct Site Assessments - 10 hpw
  • Coordinate Security Officer scheduling - 5 hpw
  • Establish and maintain lines of communication with client, account managers and security officers - 5 hpw
  • Monitor incident reports, site and E-Hub inspections - 5 hpw
  • Coordinate road supervisor schedule/site inspections with client area manager – 5 hpw
  • Constant use of both hands and arms in reaching/handling/grasping/fingering while using phone, notepad, writing reports, and other administrative tasks
  • Constant use of eyes (correctable vision to normal level required) to observe, read, interact with public and co-workers, view security monitors; includes hand/eye coordination
  • At least 21 years of age
  • Must be able to obtain a valid Guard License as required in the state for which you are applying
  • As a condition of employment, employee must successfully complete a background investigation and a post-offer/pre-employment drug/alcohol test and may be required to pass Driver’s Record check
  • As a condition of continued employment, employee must maintain current active status of all required License at all times, and must carry the license at all times while on duty
  • Must display exceptional customer service and communication skills
  • Remain flexible to ever changing environments; adapt well to different situations
  • Intermediate computer skills to utilize innovative, wireless technology at client specific sites
  • Ability to maintain satisfactory attendance and punctuality standard
  • Ability to provide quality customer service
  • Ability to handle both common and crisis situations at the client site, calmly and efficiently
  • Must be able to handle pressure of working with high volume general public (constantly to occasionally depending on assignment)
138

Manager for Client Operations Resume Examples & Samples

  • Will manage 4 - 5 direct reports
  • High School Diploma / GED (or higher)
  • 4+ years of healthcare insurance experience
  • 4+ years of business analysis experience with demonstrated ability to gather undefined or unclear requirements utilizing strong probing skills
  • 2+ of work experience with PC based software programs and automated database management systems with the ability to learn new complex systems
  • 2+ years of creating complex project plans involving multi-functional areas
  • 1+ years of experience in implementation management
  • 2+ years of experience working with Microsoft Excel (pivot tables, macros, formulas)
  • 1+ years of experience Relational databases using Microsoft Access to analyze and compare data
  • 3+ years of management or leadership experience
  • Bachelor’s Degree (or higher)
  • Experience working with Microsoft PowerPoint (creating slide decks)
  • Familiarity with Facets systems and processes
  • Solid understanding of ADA codes and general dental terminology
  • Supervisory or Management experience
  • ISET, Business Objects (Crystal Reports)
139

Western Europe TTS Client Operations Biso Resume Examples & Samples

  • Assists in the definition and implementation of IS standards at the business level to ensure that procedures and practices comply with Citi standards
  • Exercise oversight to the IS program within the business, including programs, policies, and related reporting
  • Enforces compliance; demonstrates extensive understanding of IS standards and best practices across multiple disciplines
  • Provide general IS consulting services including interpretation and/or clarification
  • Collaborates to create Risk Exceptions (REs), and Corrective Action Plans (CAPs) in the appropriate tools
  • Helps security incident response teams resolve and close the investigation of incidents with proactive suggestions
  • Performs IS awareness and training activities, including IS education of new employees. Ensures IS awareness materials are distributed per CISS requirements. Monitors / tracks IS training per CISS requirements
  • Monitors vulnerability assessments and ethical hacks, ensuring that issues are addressed as required by local regulation and Citi policy
  • Extensive years of experience in IS and IS programs including, but not limited to, Audit Reviews, Risk Assessment, Awareness and Training, Identity Access and Management, Data Protection, Incident Management, Vulnerability Assessment
  • Technology background or interaction
  • Knowledge of key government regulations and local laws
  • Other Risk Management activities should be as Sector or business IS SME or some risk management role
  • Consultative / advisory skills
  • Some problem solving skills
  • Some influence / conflict resolution skills
  • Some project management and program management skills
  • Able to interpret and apply policies, standards and procedures
  • Strong risk analysis and problem solving skills
  • Understanding of the IS risks that are inherent to a business
  • Working knowledge of the technology aspects of security
  • Program management skills
  • Strong customer service and problem solving skills
140

Team Manager, Client Operations Data Resume Examples & Samples

  • You are passionate about client services and client satisfaction & have a knack for effective problem solving
  • Detail oriented and the ability to prioritize issues for appropriate escalation
  • Ability to create a positive and dynamic team atmosphere; while motivating others
  • Ability to influence at all levels of management both internally and externally
141

Senior Client Operations Specialist Resume Examples & Samples

  • Serve as the liaison to collaborate and coordinate between all of the different departments that support our clients to meet ongoing business and project requirements; this includes Vendors, Clinical, Professional Networks, Provider Services, Call Centers, Finance, Legal, Auditors, Reporting team, Compliance and external parties
  • Manage the implementation of new products or lines of business as well as ensure expansion opportunities (i.e., new plans/groups) are incorporated into existing book of business
  • Facilitate Ad Hoc requests (i.e., claim projects/ research, eligibility research, utilization, network issues, reports, output verification, etc.) for completion in a timely manner
  • Intermediate level of proficiency with Microsoft Office Suite (Excel, Word, PowerPoint)
142

Manager, Private Client Operations Resume Examples & Samples

  • Drive Relationship Manager (RMs) efficiency by handling all operations support functions on a wide range of customer issues, directly supporting RMs and assisting their customers with account questions, issues and escalations
  • Partners with management and intervenes where appropriate to mitigate risk. Focuses on identifying opportunities to create efficiencies on issues affecting the team’s operations
  • Acts as secondary reviewer for oversight to ensure the team is operating within E*TRADE’s Policies & Procedures and adhering to all other financial services regulatory requirements
  • Reviews branch reporting of credits, disbursements, 401K rollovers, and Inbound Calls to ensure Policy & Procedure requirements are met
  • Makes recommendations for the further development and revision of E*TRADE FINANCIAL’s policies and procedures based on the needs of our changing business environment, knowledge of regulatory requirements and a strong understanding of current policy and procedure
  • Work with Private Client Management and RMs in order to achieve satisfactory audit ratings
  • Coordinates all workflow and staff activities in support of team’s operational needs
  • Assist with all TOA rejects and other issues – (ACAT, non-ACAT, mutual fund, etc..)
  • Research and Resolve promotions / marketing issues
  • New account / application CIP Restrictions and NIGO
  • Interacts with internal cross-functional partners to resolve client issues and escalations (Research and Resolution, Operations and Retirement and Tax)
  • Partner with Operations to drive Efficiencies
143

Client Operations Associate Resume Examples & Samples

  • Previous experience in a client service role
  • Good all round knowledge of investment bank processes and operating structure
  • Experience in resolving and escalating risk issues