Client Service Administrator Resume Samples

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VH
V Hagenes
Verda
Hagenes
80043 Bailey Street
Boston
MA
+1 (555) 235 3301
80043 Bailey Street
Boston
MA
Phone
p +1 (555) 235 3301
Experience Experience
Chicago, IL
Client Service Administrator
Chicago, IL
Gusikowski-Langworth
Chicago, IL
Client Service Administrator
  • Resolves incoming communications (i.e., phone, fax, letter, e-mail) through communication, research and follow up. Performs real time terminal programming and troubleshooting. Responsible for completion of investigative projects. 2. Administration task (i.e., attending pre-arranged meetings, organizing work, analyzing accounts to pro-actively identify issues, provide solutions for merchant processing 3. Participate in their personal development and learning (i.e., online classes, coaching sessions, facilitator led training
  • Provides assistance with terminal return and buyback escalations, manages equipment deployment for temporary events/escalated merchant situations and handles the Alliance Policy Management for replacements, swap encryptions and reprogramming fees. Provides assistance with leasing escalations, manages Alliance leasing policy, acts as liaison between WFMS and FDGL, manages lease changes and handles report management for non-returned equipment/unresolved leases
  • Client take on for intermediary clients. The Fund Client Service Administrator should work with Sales/legal to ensure the necessary sub distribution agreements / rebates letter are in place. She/He should also work closely with the relevant Transfer Agent in the setting up of new clients and monitoring the initial transitions
  • Using the Workflow and Scrip systems, letter templates and paragraphs,
  • Follow-up and obtain open tickler items in conjunction with Account Manager
  • Provide the highest quality customer service
  • Follow-up and obtain open tickler items in cojunction with Account Manager
Phoenix, AZ
Senior Client Service Administrator
Phoenix, AZ
Corwin, Zboncak and DuBuque
Phoenix, AZ
Senior Client Service Administrator
  • Responsible for more than 500 agreements
  • Serves as internal point of contact for maintenance plan
  • Verifies and corrects data entered into Contract Characteristics
  • Leads and mentors other Client Service Administrators
  • Develops more complex maintenance plans that include multiple services within the same discipline or services across > 1 discipline
  • Composing client correspondence/reports/emails and providing prompt consistent responses to client inquires
  • Analyze and document each case previously received Attend and solve the frequent inquiries from our customers. Properly channel requests and / sunsets to support areas. Coordinate follow-up meetings with clients. Communicate and review daily with the Supervisor of the area the status of their cases. send comunication of the customers To continuously monitor the open applications to ensure satisfactory closure. To inform customers of the status or progress of their cases
present
Dallas, TX
Senior Client Service Administrator Maintenance Planning & Deficiency Follow
Dallas, TX
Kuphal, West and Kohler
present
Dallas, TX
Senior Client Service Administrator Maintenance Planning & Deficiency Follow
present
  • Develops detailed maintenance plans to meet contractual obligations
  • Reviews field work orders and develops corrective action proposals. Works with multiple internal service team members including Service Sales (to understand scope and commitments of agreements,) potentially Solutions Sales (to understand installed equipment), iBase Administrator (to ensure iBase is set up for maintenance planning), Client Service Manager (to finalize service schedule and reconcile for service recap reporting), Service Coordinators (to ensure schedules are executed), Renewal Coordinator (to ensure contract scope is updated / correct), Specialists onsite and in AM Digital Service Center (to ensure delivery of agreed upon scope / commitments, part deliveries …) and customers on service agreements < $10k for Automation and < $5k for Fire & Security
  • Serves as main customer contact for Automation agreements < $10k and Fire/Security < $5k, responsible for calling the customer and verifying services and schedule. When necessary, escalate customer issues to assigned Client Service Manager and / or Operations Manager / Supervisor
  • Reviews booking packages and plans customers’ service schedules, for new and renewed contracts, including time based preventive maintenance, proactive and predictive services
  • Works independently with minimal supervision
  • Utilizes standard service / maintenance planning tools and documented processes to develop a maintenance plan. Revises service schedules based on feedback from Client Service Managers and customers
  • Reviews field work orders / inspection reports to identify deficiencies. Develops corrective action proposals using quick quote tool, or turn over to Sales or Branch Operations
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Hofstra University
Bachelor’s Degree in Business
Skills Skills
  • Excellent verbal and written communication skills, computer skills, financial skills and effective project management skills. Strong problem solving ability
  • Strong attention to detail and ability to work effectively as part of a team
  • Working knowledge of Fidelity systems (FPRS, BWS, PSW and Xtrac); Operations Knowledge
  • Good Knowledge of Microsoft software in particular Windows, Excel and Word
  • Responsible for client monitoring & quality of data (including, participant contributions, match, profit sharing, enrollment, vesting, and eligibility data)
  • Knowledgeable in business processes, standard practices, tools, and financial systems within branch Service operations
  • Excellent communication skills with the ability to articulate to both senior colleagues and peers
  • Strong problem solving ability
  • Excellent attention to detail
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
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11 Client Service Administrator resume templates

1

Client Service Administrator Resume Examples & Samples

  • Support the account teams for key audit accounts
  • Support the client teams and enhance the service levels provided, while minimising the proportion of non-technical time spent by the senior team on engagement management
  • Experience of working in a similar support function
  • Experience of coordinating or managing a project or account
  • Strong organisational skills
2

Liquidity Funds Client Service Administrator Resume Examples & Samples

  • Client take on and on boarding process. The individual will work with the legal team to ensure the necessary rebate letters and sub-distribution agreements are in place
  • Work closely with the Financial Control Group to ensure an accurate and timely remuneration process ( Management Fee Rebate, Trailer Fees, Platform Fees )
  • The individual will work closely with the relevant transfer agent in the setting up of new client accounts
  • The candidate must have a proactive approach to client take on continually looking for improvements to the process whilst being risk aware
  • Administer claims relating to late payments of trades
  • Build strong relationships with the client base within the Liquidity product, and learn to anticipate client trades and service requirements
  • The individual will be responsible for coordinating all aspects of client reporting including pricing information, fact cards, and investment reports
3

Client Service Administrator Resume Examples & Samples

  • The legal structure of a European (SICAV, SIF, OEICs) registered fund
  • Previous experience of the Anti Money Laundering requirements associate with this type of product including requirements of clients in Non-GAFI countries and Private Placement Rules
  • Trade Assistance: daily assistance to clients on trading issues (phone, email, correspondence); assistance on larges trade processing, trade corrections etc
  • Administer claims relating to late payments and trades
  • She/He should have a thorough understanding of the remuneration process and should work closely with the Financial Controller?s area to ensure that commission payments are made on a timely basis
  • The Fund Client Service Administrator will be responsible for all aspects of client reporting, including pricing information, investment reports, static data reports etc
  • The candidate should be educated to degree level
  • She/he should have at least two or three years? customer service experience with a Transfer Agent or Mutual Fund Company, preferably with a good knowledge of the UK investment funds industry
  • She/he will be expected to have good organisational & time management skills, exceptional communication and presentation skills
  • Working language is English; however, the command of another European language (i.e. German, Spanish, Dutch, Italian, and French) whilst not vital is preferred
  • An advanced knowledge of MS Office software (Excel, PowerPoint, Outlook)
4

Client Service Administrator, Downtown Resume Examples & Samples

  • Experience supporting Senior Management
  • Strong Computer skills (Microsoft Office; Word, Excel and PowerPoint)
  • Ability to multi-task and work in a fast pace environment, providing service for multiple team members
5

Client Service Administrator Resume Examples & Samples

  • Open and ensure accuracy of client accounts
  • Properly record transactions and inquiries and see that customer files are maintained to comply with regulatory policies
  • Complete account maintenance as necessary, updating client information in a timely manner
  • Respond to client requests for information and assistance, keep portfolio management systems updated
  • Compile research and prepare various reports as requested by internal partners
  • Conduct periodic account reviews to ensure accuracy
  • Develop and maintain positive working relationships with the various departments and individuals supported by Sterling Capital Management
  • Bachelor's degree in Business or related field, or equivalent education and related training
  • Elementary understanding of investments
  • Ability to learn investment specific software applications and tools
  • Very good interpersonal and relationship management skills
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
  • Two years of business experience, preferably in the investment industry
6

Client Service Administrator Resume Examples & Samples

  • Create and Distribute monthly & quarterly Client, Sales & Marketing reports
  • Coordinate the information flow between Legal, Product Development, Compliance, Marketing, Fund Accounting, Client Relations and Sales
  • Understand and proof read all elements of reports. Ensure all reports are distributed accurately within prescribed deadlines
  • Maintain accurate Commentary and Database (Investment Objectives, Risks, Fund charges. Disclaimers within Desknet/Global Text Matrix systems) in accordance with Company procedures
  • Act as interface with business areas and verify/ action instructions/ amendments via email in a timely and accurate fashion
  • Support and develop good working relationships with Global teams as appropriate, ensuring clear and accurate communication and minimal errors
  • Ensure that the Team Manager/ Team Leader are kept aware of all significant matters and that complaints, breaches and incidents are recorded within required deadlines
  • Previous experience of the financial services industry would be beneficial, however, candidates with a keen interest and looking for exposure to a Global Asset Manager would be considered
  • Understanding of the asset management industry
  • Understanding of regulatory requirements and deadlines
  • Equally anyone with an interest to learn these requirements would be considered
  • Able to prioritise tasks and manage time effectively to complete tasks within required deadlines
  • Keen eye for accuracy and detail
  • Team player and Client Focussed
  • Willing to challenge the status quo
  • A thirst for knowledge and learning
  • Hard work and adaptability
7

Client Service Administrator Resume Examples & Samples

  • Scheduling of tax briefings and preparation of documents for the briefing
  • Responding to client queries relating to tax matters
  • Liaising with colleagues in foreign offices
  • Assisting with the administration aspects of client accounts
  • Working with teams to support billing
  • Drafting and generating reports for clients
  • Ability to prioritise tasks and work both autonomously and as part of a team
8

Client Service Administrator Resume Examples & Samples

  • Project Finance and/or Corporate Trust
  • General trust and agency responsibilities
  • Knowledge of syndicated loan structures (term loan, bridge, L/C, etc.), collateral & security trustee services and administrative agent functions
9

Client Service Administrator Resume Examples & Samples

  • Daily administration of 100+ ABS/MBS trusts (including RMBS and CMBS)
  • Manage cash accounts including investment, liquidation and distribution of funds
  • Perform ongoing maintenance of deal/account information across several bank applications
10

Client Service Administrator Resume Examples & Samples

  • Primary contact for client, who are fund of hedge fund managers
  • Manage cash account and wire funds
  • Prepare a monthly reconciliation report
11

Client Service Administrator Resume Examples & Samples

  • Create and distribute monthly & quarterly Client, Sales & Marketing reports. Coordinate the information flow between Legal, Product Development, Compliance, Marketing, Fund Accounting, Client Relations and Sales
  • Maintain accurate Commentary and Database in accordance with Company procedures
  • Work with other members of Global Distribution Services and other parts of the Group on projects to improve procedures and systems to raise overall the standards
  • Good educational background. Mathematics, Economics, & IT studies are particularly relevant
  • Willing to study for relevant industry examinations
  • Previous experience of the financial services industry would be beneficial, however, candidates with a keen interest and looking for exposure to a Global Asset Manager will be considered
12

Client Service Administrator Resume Examples & Samples

  • Proficient use of work and excel
  • Ability to work independently and in a team
  • Corporate trust experience a plus, but not required
13

Client Service Administrator Resume Examples & Samples

  • Strong interpersonal and verbal/written communication skills
  • Ability to work independently and collaboratively within the organization
  • Proficiency with Outlook, Excel and PowerPoint
  • Project Finance and/or Corporate Trust knowledge
  • Knowledge of general trust and agency responsibilities
  • Knowledge of syndicated loan structures, collateral and security trustee services, and administrative agent functions
14

Client Service Administrator Resume Examples & Samples

  • 1-2 years of financial industry and/or mutual fund experience would be helpful
  • Prior client-facing or client support work
  • Bachelor’s degree in a related field or you could have a good amount of relevant work experience
  • Experience with Schwab or other investment software (It could be your secret weapon!)
15

Client Service Administrator Resume Examples & Samples

  • Process member administration daily
  • Communicate daily with advisors, clients, Account Executives and internal staff
  • Respond proactively to client inquiries or concerns to ensure a high degree of client satisfaction
  • Review documents to ensure data is accurate and within specified contract terms
  • Obtain and verify missing or incomplete data directly with the client
  • Set-up and support our on line administration clients (internet-based customers)
  • Handle our SunAdvantage Customer Service Toll-Free line
16

Client Service Administrator Resume Examples & Samples

  • Must achieve the service level expectations for new equipment deployments and customer owned PIN pad swaps by daily management the Wells Fargo Deployment FDPOS queues
  • FED has full ownership of issue to investigate, identify and resolve shipment verification failures (rejected orders)
  • Accountable for achieving a timely and accurate resolution for the following reports and resubmit the order to meet SLA requirements: o TASQ Carry Over o TASQ Cancelled Order o TASQ Write-off o Undeliverable/Refuse Shipment o Electronic Call Tag Rejects
  • Manage all Large Deal Implementation (LDI) and Relationship Manger keying projects including setting expectation for completion, keying equipment orders and providing weekly updates
  • Manage group mailbox and respond inquiries within 24 hours
  • Identify systemic, customer impacting trends and escalate through Product Management for resolution
  • Build and maintained partnerships with Relationship Managers, Business Sales Consultants and WPU operational areas to drive operational excellence and achieve the service expectations of our customers
  • Report training opportunities to management and Sales Accountability for incorrectly boarded equipment and undeliverable/refused shipment orders
17

Client Service Administrator Resume Examples & Samples

  • Respond to client inquiries received in our call centre or in writing
  • Respond quickly to client inquiries or concerns
  • Responsible for handling changes to client files
  • Handle all inquiries with high attention to detail and accuracy within preset timelines
18

Client Service Administrator Resume Examples & Samples

  • Organize mailings
  • Process returned mail
  • Complete system updates daily
  • Respond quickly to inquiries or concerns
  • Process withdrawals for customers
  • LI-CL1
19

Client Service Administrator Resume Examples & Samples

  • Circulating daily client cash flow activity
  • Setting up new clients
  • Preparing client files
  • Coordinating client account maintenance and statement set-up
  • Composing client correspondence/reports/emails and providing prompt consistent responses to client inquires
  • Updating various client databases including CRM/Salesforce.com to prepare client reports
  • Provide administrative support to Client Group officers and analysts
  • Participate in projects both individually and as part of a team
  • Prepare and update Power Point presentations
  • Troubleshoot technical problems for the department
  • Develop a solid knowledge of Macquarie investment strategies and product solutions
  • Bachelor's degree preferred or comparable business experience
  • 0-3 years of experience of full time or internship experience in financial services/banking with exposure to senior management
  • Hold the appropriate FINRA licensing (or be willing to obtain these)
  • Knowledge of Microsoft Word, Power Point, Outlook and Excel
  • Project Management skills with the ability to handle multiple tasks simultaneously while adhering to timelines
  • Must be self-directed, detail oriented with the ability to take initiative and work independently
  • Maintain a professional and courteous demeanor on the phone and in person
20

Client Service Administrator Ibase Administration Resume Examples & Samples

  • Validates / enters data into the iBase of installed equipment and Service Portal. Works with Project Coordinators and Client Service Managers on accurately setting up the iBase. Works with Client Service Administrators and Managers for proper iBase set up for maintenance planning
  • Serves as main point of contact for the zone’s iBase (Installed Base database across all branches.)
  • Ensures the quality of data in the iBase. Utilizes standard iBase tools and documented processes. Verifies, corrects, populates if necessary equipment data by functional / physical location in the iBase. Monitors and reports on quality of iBase data, and takes necessary corrective actions. Updates iBase as necessary (e.g. after firmware updates, migrations, extensions)
  • Participates in national Client Service Administrator – iBase Administrator community meetings / activities
  • Enters customer data into the Service Portal to provide access to individual users
  • Knowledgeable in business processes, standard practices, tools, and financial systems within branch Service operations. Strong accuracy and quality of data needed. Excellent verbal and written communication skills, computer skills, financial skills and effective project management skills. Strong problem solving ability
  • Technical school or Associate’s Degree preferred
  • Knowledge and experience in SAP or other maintenance & planning tools
  • Overall understanding of building management systems and products in automation, fire detection and security applications
  • LI - KMB
21

Client Service Administrator Maintenance Planning & Deficiency Follow up Resume Examples & Samples

  • Verifies and corrects data entered into Contract Characteristics
  • Serves as main customer contact for Automation agreements < $10k and Fire/Security < $5k, responsible for calling the customer and verifying services and schedule. When necessary, escalate customer issues to assigned Client Service Manager and / or Operations Manager / Supervisor
  • Knowledgeable in business processes, standard practices, tools, and financial systems within branch Service operations
  • Strong accuracy and quality of data needed
  • Strong problem solving ability
  • Knowledge and experience in SAP or other maintenance & planning tools
  • Overall understanding of building management systems and products in automation, fire detection and security applications
  • LI - KMB
22

Client Service Administrator Resume Examples & Samples

  • Technical school or Associates degree (2 year) preferred, although
  • A combination of education (High School or GED required) and
  • Experience will also be considered
  • Strong accuracy and attention to detail for quality of data needed
  • Excellent verbal and written communication skills, computer skills, financial skills and effective project management skills
  • Ability to read and understand service contract scope & proposal
23

Senior Client Service Administrator Maintenance Planning & Deficiency Follow Resume Examples & Samples

  • Reviews field work orders and develops corrective action proposals. Works with multiple internal service team members including Service Sales (to understand scope and commitments of agreements,) potentially Solutions Sales (to understand installed equipment), iBase Administrator (to ensure iBase is set up for maintenance planning), Client Service Manager (to finalize service schedule and reconcile for service recap reporting), Service Coordinators (to ensure schedules are executed), Renewal Coordinator (to ensure contract scope is updated / correct), Specialists onsite and in AM Digital Service Center (to ensure delivery of agreed upon scope / commitments, part deliveries …) and customers on service agreements < $10k for Automation and < $5k for Fire & Security
  • Leads and mentors other Client Service Administrators
  • Works independently with minimal supervision
  • Develops more complex maintenance plans that include multiple services within the same discipline or services across > 1 discipline
  • Responsible for more than 500 agreements
  • 2+ years experience in field coordination, administration or operations
  • Excellent verbal and written communication skills, computer skills, financial skills and effective project management skills
  • Technical school or Associate’s Degree preferred
24

Senior Client Service Administrator Resume Examples & Samples

  • Develops detailed maintenance plans to meet contractual obligations
  • Reviews field work orders and develops corrective action proposals. Works with multiple internal service team members including Service Sales (to understand scope and commitments of agreements,) potentially Solutions Sales (to understand installed equipment), iBase Administrator (to ensure iBase is set up for maintenance planning), Client Service Manager (to finalize service schedule and reconcile for service recap reporting), Service Coordinators (to ensure schedules are executed), Renewal Coordinator (to ensure contract scope is updated / correct), Specialists onsite and in AM Digital Service Center (to ensure delivery of agreed upon scope / commitments, part deliveries …) and customers on service agreements < $10k for Automation and < $5k for Fire & Security
  • Serves as internal point of contact for maintenance plan
  • Reviews booking packages and plans customers’ service schedules, for new and renewed contracts, including time based preventive maintenance, proactive and predictive services
  • Verifies and corrects data entered into Contract Characteristics
  • Utilizes standard service / maintenance planning tools and documented processes to develop a maintenance plan. Revises service schedules based on feedback from Client Service Managers and customers
  • Serves as main customer contact for Automation agreements < $10k and Fire/Security < $5k, responsible for calling the customer and verifying services and schedule. When necessary, escalate customer issues to assigned Client Service Manager and / or Operations Manager / Supervisor
  • Reviews field work orders / inspection reports to identify deficiencies. Develops corrective action proposals using quick quote tool, or turn over to Sales or Branch Operations
  • Leads and mentors other Client Service Administrators
  • Works independently with minimal supervision
  • Develops more complex maintenance plans that include multiple services within the same discipline or services across > 1 discipline
  • Responsible for more than 500 agreements
  • 2+ years experience in field coordination, administration or operations
  • Knowledgeable in business processes, standard practices, tools, and financial systems within branch Service operations
  • Strong accuracy and quality of data needed
25

Client Service Administrator Resume Examples & Samples

  • Gather information from Insurers and clients for new and renewal quotations
  • Manage requests from your allocated client base for information or changes to their policies
  • Work with the in-house medical underwriting team to advise on policies for senior or executive staff members
  • Analyse market information to understand the best policy options for the client and present this information to the client
  • Maintain transactional and client records for the clients portfolio including premium and coverage information
  • Undertake reviews and renewal reviews of the client portfolio in conjunction with the client, Insurers and internal teams
  • Manage the start of the claim process by logging the claim and notifying Insurers
  • Manage communication with the Insurer and the client to ensure the deliverable is achieved within the desired timeframe
  • Strong academic qualifications to A-level grades A-C (or similar)
  • Previous experience of working in the employee benefits / protection industry is beneficial
  • Experience of working in a telephone based customer service position is beneficial
  • Knowledge of Microsoft Office programmes including Word, Excel and Powerpoint
26

Client Service Administrator Resume Examples & Samples

  • Managing the daily processing of a large volume of administrative forms
  • Ensure that requests are processed accurately within the required turnaround time
  • Take part in various team projects as required
27

Client Service Administrator Resume Examples & Samples

  • Receive and process data and files between RM clients and DCA’s (includes data files, queries and post)
  • Strong decision making and communication skills
  • Good teamwork
  • Ability to prioritize varying workloads
  • Good Knowledge of Microsoft software in particular Windows, Excel and Word
  • Good numerical and literacy skills
  • The ability to suggest and deliver process improvements
28

Audit Corporate, Client Service Administrator Resume Examples & Samples

  • After receiving a focused and detailed introduction, you will work independently within an international, dynamic, professional and open audit team
  • You will be responsible for the performance appraisal process of team members
  • You will prepare specialized reports and response to ad-hoc requests from the senior Partners or the audit managers
  • You will be responsible for organising travel arrangements, managing various documents and provide administrative support for the audit team
  • You will be responsible for attending relevant team meetings with clients, monitoring action lists, preparing PowerPoint presentations, detailed analyses or other client facing documents
  • You will tracking department functions with maintaining tracking hours (weekly monitoring of budgeted hours and effective hours spent by functions and teams)
  • You will file and open mail, respond according to the team leaders request or redirect it to the relevant function or audit team member
  • You will prepare and monitor billings and cash collections and chasing the client for unpaid invoices
  • You will manage and maintain various databases in relation to the audit cycle of the Deloitte client
  • You have a completed commercial apprenticeship in an economical sector (KV-Abschluss)
  • At least three years’ experience as an Assistant preferably within a banking or industry sector
  • You have strong organisation skills and enjoy working methodically with great attention to detail and you are able to multi-task
  • You are reliable, willing to take on responsibility in a fast-paced environment and happy to work independently
  • You have excellent social skills and enjoy working with different people from various fields
  • You work well as a team player and demonstrate willingness to share knowledge, to advance knowledge and skills of others
  • You have excellent knowledge of the computer programmes; Word, Excel, PowerPoint, Outlook
  • You communicate fluent in German and English (written and verbal). French would be an advantage
29

Client Service Administrator Resume Examples & Samples

  • 1 - 2 years experience in field coordination, data administration or operations
  • Strong accuracy and attention to detail for quality of data is needed
  • Excellent verbal and written communication skills, computer skills, financial skills and effective project management skills. Strong problem solving ability
30

Asset Management GWM Private Banking Client Service Administrator Based Resume Examples & Samples

  • Maintain client confidentiality at all times
  • Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
  • Working within a team to execute daily transactions including loan withdrawals, deposits, payment execution and liquidity fund trades
  • Assist the team in production of monitoring reports for daily transactions
  • Data entry and process initiation for changes of client demographics
  • Liaise and follow-up with internal teams for documentation issues
  • Signature Verification of Instructions received from clients
  • Take ownership of work, problems, clari1’ issues / objections, and ensure data integrity, accuracy and completeness
  • Participate in special projects and UAT testing for IT enhancements as assigned by Team Manager
  • Fluent in English and French is absolutely necessary. Any other language would be an asset
  • Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service
  • Clients as efficiently as possible
  • Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds, and credit products and services
  • As each applies to their specific region’s business segment
  • Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the
  • Potential financial liabilities associated if they are not executed properly
  • Minimum of Bachelor’s degree or equivalent
  • Previous experience in a similar role within the financial services and/or Banking industry
31

Client Service Administrator Resume Examples & Samples

  • Receiving and processing data and files between Plato clients and DCA’s (includes data files, queries and post)
  • Check data is received within agreed Service Level Agreements (SLAs)
  • Ensure data received meets required format as specified by TDX Group and managing any exceptions
  • Ensure data is processed in TDX Group systems and sent to appropriate 3rd parties within agreed SLAs and in agreed format
  • Ensuring operational handshake processes take place
  • Manage exception queues
  • Responsibility for working exceptions and escalating when required
  • Ensure organisation of email accounts and shared folders are consistently organised and that all information is easily accessible by other Plato team members
  • Ensure all incidents and broken SLAs are raised to Plato Incident Manager in a timely manner
  • You will be expected to build and manage relationships with client operational teams and DCA operational teams e.g. chasing payments, missing files and query management
32

Client Service Administrator Resume Examples & Samples

  • Ensure all data processing meets policy requirements
  • Provide first point resolution in all responses
  • Using the Workflow and Scrip systems, letter templates and paragraphs,
  • Timely and accurate completion of work items
  • Interact positively with other team members and wider CPM teams and proactively contribute to achieving your team’s goals
  • Proactively identify and deliver improvement ideas that will contribute to the continuous improvement of the business
  • Ability to work both independently and within a team
  • Ability to follow procedures and recommend changes when improvements are identified
  • Strong PC skills with a high level of familiarity with MS Word and MS Excel
  • Possess and display a positive, enthusiastic attitude & strong work ethic
  • Be self-motivated and proactive
  • Possess the ability to work well under pressure, maintaining professionalism and focus on quality
  • Experience using Workflow Client
  • Ability to navigate through COSMOS Company
  • Knowledge of securities industry and registry products
33

Client Service Administrator Resume Examples & Samples

  • 3 to 5 years of experience in a professional services environment
  • Strong organizational and process management skills
  • Proactive self-starter, with a very strong ownership mindset
  • Excellent communication skills, with an eye for detail
  • Able to adapt quickly and work in dynamic environment
  • Solid understanding of Excel basics is required
  • Structured, creative, collaborative and action-oriented mind-set
34

Client Service Administrator Resume Examples & Samples

  • Ability to prioritise varying workloads
  • Good knowledge of Microsoft Excel
  • Ability to manage a number of priorities under pressure
35

Operations Executive Client Service Administrator Resume Examples & Samples

  • Liaises with local team to ensure all the agents are on board; documents correctly submitted, internal set up done, deadlines met and service levels adhered to
  • Partner on-boarding for additional locations
  • New software roll-outs
  • New Product roll-outs and enhancements
  • Cost-saving initiatives / Business improvement
  • Work as a first local point of contact to resolve agent and customer queries/issues in a timely manner, liaising with internal functional teams as appropriate, in relation to transactions, products, transaction forms supplies, delivery and template finalization, IT issues, initial set up and on-going queries, settlement of financial transactions, and Report Analysis
  • Delivers on the phone and face-to-face system training to new agents until live date. Identifies system training needs of existing agents and deliver any re-training initiatives
  • Attends meetings with operations team as required to exchange knowledge on projects and products
  • Produce/analyse reports and metrics
  • Good standard of education combined with experience in a customer-facing support role within a front-line customer service/help-desk/sales support/operations environment
  • Computer literacy: excellent working knowledge of the MS suite of packages and operating systems
  • Fluency in English. Additional languages such as Latvian, Lithuanian, Estonian or Russian would be very advantageous
  • First class interpersonal skills, able to build and maintain credible relationships with agents and customers, in person and over the telephone
  • Commercial awareness, ability to identify and report key operational issues on a timely basis
  • Excellent problem solving skills - able to think through likely cause of problems before referring them to others
  • Ability to understand and explain IT and telecoms related issues to Agents in a user-friendly manner
  • Ability to demonstrate a flexible approach
  • LI-BG1
36

Client Service Administrator Resume Examples & Samples

  • Working knowledge of 401(k) and defined contribution plans, products and applications
  • Working knowledge of Fidelity systems (FPRS, BWS, PSW and Xtrac); Operations Knowledge
  • Strong customer service skills, client communication/interface and satisfaction abilities
  • Ability to work in a team environment and be an effective team player
  • Must be able to analyze and propose solutions to a problem as well as completing all tasks required in its resolution
  • Ability to manage multiple priorities, to set priorities, meets goals and deadlines, and manages one's workload
  • Risk-management skills- client and plan level
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Client Service Administrator Resume Examples & Samples

  • Provide the highest quality customer service
  • Follow-up and obtain open tickler items in cojunction with Account Manager
  • Review tickler items and file
  • Follow-up on outstanding invoices in excess of 90 days
  • Complete annual account reviews
  • Escalate risk and service issues, per TSS policies and procedures
  • Participate on special projects
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Client Service Administrator Resume Examples & Samples

  • Manage key client and supplier SLA’s on a number of client file loading and financial work streams
  • Deal with operational queries from both internal and external stakeholders, including, the wider RM team, clients and suppliers
  • Manage your own workloads ensuring that all SLA’s are consistently met and issues escalated
  • Work with Team Leader to drive liquidation in RM operations
  • Providing operations knowledge to teams from the wider RM department to ensure queries are answered in a timely manner
  • The ability to suggest and deliver process improvement