Client Services Administrator Resume Samples

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NW
N Waelchi
Nayeli
Waelchi
671 Stark Junctions
Dallas
TX
+1 (555) 863 7585
671 Stark Junctions
Dallas
TX
Phone
p +1 (555) 863 7585
Experience Experience
Phoenix, AZ
Client Services Administrator
Phoenix, AZ
Funk-Hudson
Phoenix, AZ
Client Services Administrator
  • Responsible for relationship-based client support across a number of market segments for Treasury Services while serving as the main contact for servicing issues for all Treasury Services related matters in relation to all Treasury Services products including but not limited to USD Funds Transfer, Multicurrency, ACH, Global Mass Payments, FX Referral, Electronic Banking and Trade Services
  • 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
  • The Fund Client Service Administrator will be responsible for all aspects of client reporting, including pricing information, investment reports, static data reports etc
  • Will manage different types of investigations and inquiries including resolutions on the specific payment, trade or any other BNY Mellon product/service issues through the interactions with related internal parties throughout the BNY Mellon footprint including but not limited to US, UK, Asia or external parties
  • Manage different types of investigations and inquiries including resolutions on the specific payment, trade or any other BNY Mellon product/service issues through the interactions with related internal parties throughout the BNY Mellon footprint including but not limited to US, UK, Asia or external parties
  • 2 Prepare, check and issue certificates. Provide support to other offices to produce and translate certificates. Meet performance targets for certificate turnaround
  • 7 Support general office admin duties, as agreed with line manager ad hoc, during staff absence and high activity periods (this may include receiving clients, answering phones and assisting with office events)
Boston, MA
Cib-gtb-client Services Administrator
Boston, MA
Mante, Grant and Rogahn
Boston, MA
Cib-gtb-client Services Administrator
  • Assisting in the development of new and existing global client relationships, optimizing
  • Providing periodic MIS reports and feedback to management team including timely
  • Review and calculation of management fees, performance fees, interest and accruals
  • On producing accurate work
  • Management of the NAV preparation and review process for our fund administration
  • Performing due diligence checks on new investors in line with Anti-Money Laundering
  • Ensuring adherence to control framework in line with local regulations and DB Policy
present
San Francisco, CA
Senior Client Services Administrator
San Francisco, CA
Batz Group
present
San Francisco, CA
Senior Client Services Administrator
present
  • Provide Tier-3 escalation support for client systems
  • Provide service excellence to Plan Sponsors, Plan Members and Financial Advisors of retirement plans
  • Mentor co-workers to grow the technical capacity of the IT department
  • Create and maintain documentation necessary to support the client systems
  • Architect, implement, administer and support client software systems
  • Develop and maintain support structures for client systems to include: defining of support roles, creation of support processes, creation of support documentation, and development of training for support administrators
  • Deploy, configure and administer Windows servers which support client software systems
Education Education
Bachelor’s Degree in Accuracy
Bachelor’s Degree in Accuracy
Northwestern University
Bachelor’s Degree in Accuracy
Skills Skills
  • Highly organised with great attention to detail who seeks ways to improve processes
  • Open and honest with an ability to make logical, commercial and justifiable decisions under pressure
  • Good working knowledge of Word, Excel and Lotus Notes
  • Be numerate, hardworking and enthusiastic with an ability to take ownership and responsibility for customers and own actions
  • Long-Term Disability Options
  • Excellent verbal and written communication skills
  • Salary Continuation – Short-Term Disability
  • Experience with VMWare
  • Architect, implement, administer and support client software systems
  • Administer the client system lifecycle to include patching, software delivery, upgrades and security
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7 Client Services Administrator resume templates

1

Client Services Administrator Resume Examples & Samples

  • Opening & distributing post
  • Scanning documents and attaching to database
  • Answering client queries by telephone and e-mail
  • Preparation of correspondence
  • Maintaining client records
  • Processing client transactions
  • Proving general administration support, including assistance with upcoming projects
2

Trust Client Services Administrator Resume Examples & Samples

  • Interact with clients/beneficiaries to provide a positive client service experience and to assist in solidifying the relationship with Ropes & Gray’s Private Client Group
  • Review documents associated with each trust, prepare written summary of terms of each trust and ensure proper administration of all assigned trusts
  • In conjunction with Private Client Group lawyers, obtain and verify all information necessary to establish or terminate trust accounts
  • Process client requests, act as an additional reviewer for trustee requests and direction including discretionary requests and monitor and review account transactions to ensure compliance with the trust agreement and accuracy of completed transactions. Administer loans, limited partnership holdings, capital calls and distributions. Track outside accounts and miscellaneous holdings and coordinates cash receipts from these accounts
  • Coordinate cash management of accounts. This includes prevention of overdrafts and requesting cash be raised where necessary, checking cash availability for requests, preparing income projections, preparing schedules of expenses and computing annual payout amounts
  • Using the functionality of the trust accounting system and its related modules, respond to requests from lawyers, clients and the Manager of Trust Client Services for assistance in providing client and/or account related information
  • Perform other duties related to successful delivery of service to the lawyers and their clients as assigned by the Private Client Group Department Head, the Director of Trust and Tax Services, the Manager of Trust Client Services and clients and beneficiaries of accounts
  • Exceptional written and verbal communication and presentation skills. Represent the firm to clients, beneficiaries, outside advisors in a professional, effective and timely manner
  • Good problem solving skills and attention to detail. Problems are technically or administratively varied and require the collection, interpretation and analysis of data from diverse sources. Must be able to formulate and present a plan of action consistent with department guidelines to resolve issues within scope of the job. Must follow up and follow through to the completion of the task
  • Well developed interpersonal skills to develop positive rapport with clients to provide outstanding customer service thereby reinforcing clients’ decision to continue their relationship with Ropes & Gray
  • High level of organizational abilities to organize and prioritize demands on time
  • Dedication to a high quality product and service
  • Patience, flexibility and common sense
  • Work under pressure and within inflexible deadlines
  • Work with diverse groups to attain common goals
  • Work with multiple people on several projects simultaneously and establish priorities to complete assignments within given timeframes
  • Be a proactive, self-starter who can work independently and productively while understanding the details within a much larger context
  • Be flexible in order to respond quickly and positively to shifting demands and opportunities
  • Expertise with PC software applications, especially computerized trust accounting systems or the demonstrated ability to develop this expertise
  • A Bachelors' Degree in a business-related discipline and a minimum of five years experience in a trust department
  • Has knowledge of trust, estate and tax law
  • Understanding of investment management markets is helpful
3

Client Services Administrator Resume Examples & Samples

  • An understanding of the roles of the various services providers associated with this product
  • An understanding of European Funds Legislation
  • 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
  • Follow up on non-receipt of subscription money and other unreconciled amounts
  • Participation if and when required to projects and initiatives across Funds Operations Client Services
4

Client Services Administrator Resume Examples & Samples

  • Demonstrate a strong level of knowledge of transaction processing and call handling
  • Ensure all admin activity is correctly and accurately recorded on Administration system
  • Accurately identify, record and empathically deal with client dissatisfaction
  • Ensure that all work is accurate and compliant
  • Flag any issues or weaknesses in procedures to your Team Leader/Team Supervisor or Team Supervisor
  • A minimum of 2 years' experience in customer service within Financial Services preferably in a Life Assurance company
  • Excellent people and organisational skills
  • Customer focused and can do attitude
5

Client Services Administrator Resume Examples & Samples

  • A minimum of two - four years experience in a client services administration role
  • Previous experience working in a consultancy would be desirable
  • Previous Project Management experience
  • Previous experience managing complex diaries across multiple time zones would be beneficial
  • Advanced knowledge in Excel and Outlook 2013. Basic knowledge in PowerPoint
6

Client Services Administrator Resume Examples & Samples

  • Build and maintain excellent and confidential client relationship, with high profile clients
  • Manage client expectations
  • Update the company database
  • Provide administrative support to the office
7

Client Services Administrator Resume Examples & Samples

  • Building and maintaining excellent and completely confidential relationships with high profile clients
  • Keeping the company database updated
  • Providing administrative support to the office
8

Cib-gtb-client Services Administrator Resume Examples & Samples

  • Management of the NAV preparation and review process for our fund administration
  • Clients which consists of hedge funds, fund of funds and private equity funds
  • Set up and maintenance of fund / investor data on transfer agency system
  • Processing investor transactions (subscriptions, redemptions, transfers, roll ups, etc.) in
  • Line with fund governing documents, statutory regulations and bank-wide policies
  • Processing capital calls, distributions and other investor reporting for private equity and
  • Real estate fund clients including the tracking of capital call proceeds
  • Dealing with investor queries and liaising with fund managers for investor dealings
  • Ensuring adherence to control framework in line with local regulations and DB Policy
  • Processing fund payments to investors, fund manager and third parties
  • Managing fund closings including interest calculation and rebalancing of investor capital
  • Ensuring waterfall calculations / carried interest are in accordance with fund documents
  • Managing client deliverables including NAV preparation and investor reporting as
  • Principal point of contact for fund administration clients
  • Review and calculation of management fees, performance fees, interest and accruals
  • Liaising with clients, brokers and custodians to address client queries and concerns
  • Adoption, integration and set up of new funds in accordance with prescribed procedures
  • Adhering with internal policies and procedures and ensuring compliance with auditing
  • Standard SAS70 II (SOC-1)
  • Managing client audit deliverables including preparation of financial statements,
  • Responding to audit queries, completing audit confirmations and other audit requests
  • Performing due diligence checks on new investors in line with Anti-Money Laundering
  • And Counter Terrorist Financing company policies
  • Ensuring compliance with local, jurisdictional and bank-wide AML and KYC standards
  • Working on ad hoc internal projects as required
  • Providing coverage for team members’ deliverables as required
  • Review and understanding fund governing documents for clients to ensure adherence
  • Performing FATCA related checks and procedures
  • Maintenance of fund records and investor files in a complete and organized manner
  • Providing periodic MIS reports and feedback to management team including timely
  • Escalation of any operational, legal or compliance issues
  • Assisting in the development of new and existing global client relationships, optimizing
  • Service offerings, productivity and profitability
9

Client Services Administrator Resume Examples & Samples

  • Provide a high standard of general administration support for the team drawing on your great organisational skills and excellent attention to detail
  • Report on qualitative and quantitative information, collate client data, prepare ongoing status reports for tax compliance and respond to foreign office requests
  • Draft client invoices for review and sign off
  • Work with teams with regards to billing and status of receivables
  • Assist with collating and preparing visa documentation to submit to immigration authorities
  • Prepare spreadsheets and reports for clients
  • Draft day to day email communications for managers
  • Review and forward emails between engagement teams and clients, establish and maintain integrity of client information and ensure company contacts are up to date and registered on mailing databases
  • Maintain authorisation lists for tax returns including electronic packaging of tax returns to send to clients, follow up on outstanding documentation
  • Strong communication, organisational and administrative skills
  • An enthusiastic, proactive and motivated team player
  • Intermediate MS Word and Excel skills
  • Proficiency with using internet and databases
  • Ability to identify areas of process improvement and communicate to Management
10

Client Services Administrator Resume Examples & Samples

  • Liaise with clients, international EY colleagues, the Australian Tax office and internal teams
  • Work with teams with regards to billing, status of receivables and management of engagements codes through the process of time entry through to collections
  • Manage diaries and coordinate meetings and client briefings
  • Assist with collating and preparing briefing documentation in readiness for client meetings
  • Draft day to day email communications for managers and senior consultants
  • Attend and manage the client mailbox and review, forward and file correspondence between engagement teams and clients, establish and maintain integrity of client information and ensure company contacts are up to date and registered on mailing databases
11

Client Services Administrator Resume Examples & Samples

  • Respond to daily inquiries from Clients, Investors and other deal parties
  • Review and approve monthly distribution payments and statements
  • Review compliance to ensure conformity to the transaction documents
12

Client Services Administrator Resume Examples & Samples

  • Perform Order Management duties in the CMR database
  • Assist the Regional Service Sales Manager with client accounts
  • Assist the Region’s Service Coordinator with trip processing
  • Administrate the Comprehensive Service Agreements (CSA), acting as an
13

Client Services Administrator Resume Examples & Samples

  • Accurately input information gathered from clients and suppliers into our databases and systems
  • Analyse data provided in order to respond to client queries
  • Review data to ensure that all matches up with information recorded
  • Highlight any discrepancies within information/data to clients and suppliers for this to be rectified efficiently and effectively
  • Liaise with clients and suppliers (via email and telephone) to manage operational queries
  • Help achieve key objectives as well as Service Level Agreements (SLAs)
  • Undertake operational tasks to support the wider team
14

IT Client Services Administrator Resume Examples & Samples

  • Bachelor’s degree, preferably in Computer Information Systems, Computer Science or related field
  • Experience working with datacenter operation and management suites, preferably including deploying, monitoring, and managing Microsoft operating systems, applications, and services
  • 5 years of relevant work experience managing servers and desktops in a 200+ user environment
  • Computer Deployment/Management
  • Experience deploying and managing Windows Server 2012r2 and Windows 10
  • Experience deploying and managing applications using Microsoft System Center or MDT
  • Experience managing systems with PowerShell cmdlets and scripts
  • Experience deploying and managing Microsoft SQL Server
  • Experience managing highly available Remote Desktop Services
  • Experience deploying and supporting Apple hardware and macOS
  • Infrastructure Management
  • Experience managing multi-site infrastructure, both remote and on-premises, running Microsoft Hyper-V or VMWare ESXi/vSphere
  • Experience with SAN and JBOD storage solutions: experience with HP 3Par is preferred
  • Experience tuning infrastructure to identify performance bottlenecks and errors at different levels of the hardware, software and network configuration
  • Experience deploying and managing disaster recovery and backup solutions
  • Certification in ITIL Foundations and experience implementing and adhering to ITIL best practices
  • Experience working in an environment that emphasizes key performance indicators, metrics and change management
  • Ability to concurrently manage multiple projects, tasks and service requests
  • Ability to clearly document and diagram configurations and processes
  • Ability to measure and report on KPIs and service levels for client and infrastructure services
15

Client Services Administrator Resume Examples & Samples

  • Excellent communication skills with the ability to articulate to both senior colleagues and peers
  • Strong attention to detail and ability to work effectively as part of a team
  • The ability to suggest, define and deliver process improvement
16

Client Services Administrator Resume Examples & Samples

  • Responsible for relationship-based client support across a number of market segments for Treasury Services while serving as the main contact for servicing issues for all Treasury Services related matters in relation to all Treasury Services products including but not limited to USD Funds Transfer, Multicurrency, ACH, Global Mass Payments, FX Referral, Electronic Banking and Trade Services
  • Manage different types of investigations and inquiries including resolutions on the specific payment, trade or any other BNY Mellon product/service issues through the interactions with related internal parties throughout the BNY Mellon footprint including but not limited to US, UK, Asia or external parties
  • Provide functional support to the internal clients including data collection and preparing reports, product usage and AML/KYC compliance information on clients and share those in respective Pre-Amloc or AMLOC in case needed
  • Proactively participate in developing of regional marketing and retaining clients thru tracked referral process
  • Support the compliance initiatives (compliance calls, AMK/KYC, FTSI requests, etc.)
  • Travel to the markets on Client Service Review Calls with and/or without Relationship Manager or Sales Representative, product/compliance management teams
  • Provide back-up to respective CS team members as scheduled by Team Leader during vacation periods and/or other times
17

Client Services Administrator Resume Examples & Samples

  • Accurately input information gathered and process documents received
  • Effectively handle calls and queries from creditors and consumers in a timely fashion
  • Chase outstanding payments due
18

Client Services Administrator Resume Examples & Samples

  • Provide superior service to create advocacy and extremely satisfied clients
  • Follow CBR’s SOPs, policies and practices
  • Participate in continuing education and training
  • Manage and maintain client data in database
  • Review Enrollment Agreements, NPP Applications, GE Care Credit forms and other client-related documents for accuracy and completion
  • Scans various forms and client-related written communications into DocImage
  • Complete all assigned daily activities
  • Retrieve and route incoming faxes, replacing toner as needed
  • Distribute Client Referral cards to NSCE/NSCE
  • Print and assemble Certificate of Deposits for distribution
  • Assist with projects as necessary
  • Language Skills: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization
  • Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry
  • Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations
  • Computer Skills: To perform this job successfully, an individual should have knowledge of Siebel Systems, Inc. Contact Management systems; Microsoft Internet Explorer Internet software and Microsoft Excel Spreadsheet software; Familiarity with MS Office
19

Client Services Administrator Resume Examples & Samples

  • Set and achieve targets to maintain productivity, efficiency and quality within defined service standards
  • Liaising with scheme administrators
  • Investigating and resolving queries to internal and external customers
  • Producing timely and accurate management information
  • Ability to prioritise to ensure key financial tasks are completed within agreed timeframes
  • Working with Corporate Relationship Management Team to ensure excellent service is provided to key schemes
  • Identify and take forward continuous improvement opportunities
  • Good financial service industry experience in a similar role is preferred within a customer service environment
  • Experience of identifying and interpreting Corporate AML requirements is preferred but not essential
  • Good working knowledge of Word, Excel and Lotus Notes
  • Experience of the relevant company products, systems, services and key customers
  • Be numerate, hardworking and enthusiastic with an ability to take ownership and responsibility for customers and own actions
  • Highly organised with great attention to detail who seeks ways to improve processes
  • Open and honest with an ability to make logical, commercial and justifiable decisions under pressure
20

Client Services Administrator Resume Examples & Samples

  • Execute prompt responses to client inquiries, prepare, review and present quotations to the client
  • Follow up with quotations and negotiations
  • Communicate effectively with new clients and identify when to consult/involve lab managers’ technical expertise
  • Identify and engage all required personnel and resources, to assist with development and presentation of an overall Exova solution
  • Quotations will be prepared, reviewed and presented to the customer
  • Ensure all data is entered into CRM in a timely manner
  • Work closely with laboratory Team Leader and General Manager to achieve business goals and targets
  • Cross-training in other tasks and responsibilities within client services
21

Senior Client Services Administrator Resume Examples & Samples

  • Handle day-to-day administration of a block of business with various products in a timely manner within service level standards
  • Analyze and process transactions related to control accounts (suspense) daily to ensure they are current and accurate
  • Verify daily output and ensure corrections are completed on member accounts ( P & L)
  • Ensure all issues and complaints are escalated to the Client Service Specialist/Team Lead/Manager and are logged/acted on within 24 hours
  • Identify trends and patterns on inquiries/transactions to help optimize client efficiencies
  • Share client feedback or other issues with Client Service Specialist to improve processes and the relationship with the client
  • Track accurately all assigned work in the current management operating systems (ie: Changepoint, Ultera, visual boards)
  • Participate actively in team huddles/meetings and keep others informed and up-to-date
  • Strong initiative to ownership of work
22

Client Services Administrator Resume Examples & Samples

  • Prioritise, plan and complete contract data validation and other administrative support tasks in line with global and local business requirements. Includes liaising with other team members, departments and offices to proactively resolve service issues within agreed deadlines/target in support of our Business Operation System (BOS)
  • Validate contracts that are migrated from our current database (Spider) to our new operating system (BOS). Check and clean data in Spider and/or Customer Data Hub (CDH) as required
  • Responsible for the accuracy and completeness of client data in LRQA business systems
  • Identify and suggest improvements to the BOS Project Team in support processes and procedures
  • Carry out any other task, as business needs arise at the request of the line manager
  • Conduct all activities in line with internal procedures, contractual requirements, cost structures and budget constraints
23

Senior Client Services Administrator Resume Examples & Samples

  • Administer the client system lifecycle to include patching, software delivery, upgrades and security
  • Create and maintain documentation necessary to support the client systems
  • Provide Tier-3 escalation support for client systems
  • Extensive Windows administration experience to include both server and desktop, 6 + years
  • Extensive experience architecting, implementing and supporting enterprise solutions, 4 + years
  • Extensive experience troubleshooting issues in the enterprise, 4 + years
  • Microsoft SQL Server database experience
24

Client Services Administrator Resume Examples & Samples

  • Ensuring all key daily deliverables are met in an accurate and timely manner paying excellent attention to detail and a zero tolerance for error
  • Cash management; ensuring cash reconciliation items are investigated and resolved promptly
  • Ensure Unit Reconciliations are completed in an accurate and timely manner
  • Actively participate in client dealing and general maintenance on the client accounts
  • Client account opening – ensure all documentation is received in good order and compliant with all the necessary AML regulations
  • Clear understanding over the criticality of client settlement
  • Completion of regular quality client reporting
  • Regulatory and control reporting
  • Speedy resolution of client queries and requests. Be able to escalate any high level client servicing issue and/or request
  • Assisting in adhoc projects (eg new fund launches, system enhancements, system upgrades, etc.) as required
  • Have a strong understanding of the key controls within the team
  • Participate in changes to department procedures and ensure same are up to date at all times
  • Look to improve processes by reducing manual workarounds and increasing automation
  • Mitigate any risks associated with the tasks of the team
  • Be aware of developments in the regulatory and legal space
  • Previous experience in a client servicing role ideally with exposure to an international and/or institutional environment
  • A thoughtful approach to work with good planning, prioritisation, time management and organisational experience; anticipating needs and communicating continuously, taking care of details, keeping stakeholders well informed of status/progress
  • Resilient, energetic and enthusiastic; used to responding constructively to new ideas and inputs
  • Flexible approach, used to reacting quickly to changing circumstances and managing a number of different priorities appropriately, adapting to varying volumes of work during peak periods of activity
  • Proven ability to prioritise and organise own time
  • Self-starter – demonstrates good use of initiative, constantly looking to improve processes
  • Communicator – effective written and verbal skills, with excellent attention to detail
  • Decision maker – problem solving and solution orientated
  • Dynamic “can do” attitude with a strong desire to make things happen
  • Requirement to work a minimum of one late shift per week
  • Communicate with impact: Effectiveness & Clarity
  • Delivers results: Takes ownership for delivery and accuracy
  • Planning and Organisation: Prioritisation & time management
25

Client Services Administrator, VP Resume Examples & Samples

  • Manage other high priority and confidential special projects as required by management
  • Provide support and back up for complex projects within the business line
  • Prioritize and execute on ad hoc requests and responsibilities as needed
  • Typically requires a Bachelor’s Degree or equivalent
  • 5+ years of increasingly more complex responsibility in performing business analysis, reporting writing and communications
  • Strong analytical, verbal/written communication and presentation skills
  • Proficient in developing varied communications to the business line
  • Ability to make decisions independently
  • Ability to prepare complex analytical reports
  • Highly developed ability to partner with others in the business line and subject matter experts
  • High level of proficiency in all Microsoft Office products
  • Ability to influence others and achieve business outcomes on time and within budget
  • Must be able to successfully manage multiple tasks with concurrent deadlines
26

Client Services Administrator Resume Examples & Samples

  • 1 Prioritise, plan and complete certification support tasks in line with global and local business requirements. Includes responding to or re-directing client/internal correspondence and liaising with other team members, departments and offices to proactively resolve service issues within agreed deadlines/targets
  • 2 Prepare, check and issue certificates. Provide support to other offices to produce and translate certificates. Meet performance targets for certificate turnaround
  • 3 Review and process office actions and client information updates through the workflow system, accurately and within agreed deadlines
  • 4 Responsible for the accuracy and completeness of client data in LRQA business systems
  • 5 Carry out any other task, as business needs arise at the request of the line manager
  • 6 Conduct all activities in line with internal procedures, contractual requirements, cost structures and budget constraints
  • 7 Support general office admin duties, as agreed with line manager ad hoc, during staff absence and high activity periods (this may include receiving clients, answering phones and assisting with office events)
  • 8 Assess the risks and work in a safe manner at all times, robustly implementing health and safety rules, instructions and systems and refuse to undertake work that compromises your safety or health
  • 9 Report in a timely manner all incidents including near miss and safety observations (NMSO), accidents and injuries and raise any health and safety concerns with your line manager
  • 2 High degree of accuracy
  • 3 Able to work on multiple tasks and to tight deadlines
  • 4 Polite and approachable manner
  • 5 Able to work as part of a team to contribute to achieving departmental/business objectives
  • 6 Good verbal and written communication skills in English (and local language, as applicable), with a good understanding of business language
  • 7 Computer literate in MS Office
27

Trust Client Services Administrator Resume Examples & Samples

  • Manage relationships with multiple accounts by interacting with account owners, trustees, investment advisors, executors, accountants, beneficiaries, etc. Coordinate a seamless customer services experience between all interested parties. Enhance the relationship by proactively engaging the client and related parties when appropriate
  • Oversee the onboarding of new relationships by reviewing and completing necessary documentation to open accounts and move assets. Work with the investment advisor to reconcile assets and establish personalized features while providing consistent client engagement throughout the process
  • Review and maintain an understanding of all documents associated with each relationship. Prepare a written summary for each trust and ensure proper administration of all assigned trusts and estates. Review potential requirements for individual clients and special situations on a regular basis
  • Manage account activity by monitoring management fees, cash movement asset management, gifting and various other client requests that impact an account we administer
  • Act as an additional reviewer for trustee requests, including discretionary requests and monitor and review account transactions to ensure compliance with the trust agreement and accuracy of completed transactions
  • Manage the cash flow within accounts, ensuring that cash levels are sufficient to meet needs. This includes prevention of overdrafts and requesting cash be raised when necessary, checking cash availability for requests, preparing income projections, preparing schedules of expenses and computing annual payout amounts
  • Develop an understanding of the unique and/or alternative assets held in a client’s account. Review and complete documentation necessary to remain compliant with externally held investments. At the request of Private Client Group attorneys or investment advisors, assess new alternative investment documentation requirements (e.g. subscription documents, FINRA requests, distribution forms, etc.) and assist in completing special requests. Update internal records on regular basis with asset pricing information. Administer loans payments, limited partnership holding requests, capital calls and distributions. Track outside accounts and miscellaneous holdings and coordinate cash receipts from these accounts
  • When the situation arises, in conjunction with Private Client Group lawyers, tax accountants and investment advisors, obtain and verify all information necessary to terminate trust or estate accounts in line with the estate plan
  • In conjunction with the tax accountant and client, monitor and maintain contributions and distributions for clients with retirement accounts. Ensure proper tax requirements are met and that the client is aware of any required action
  • Using the functionality of the trust accounting system and its related modules, respond to requests from lawyers, clients, investment advisor and the Manager of Trust Client Services for assistance in providing client and/or account related information
  • Participate in the department's periodic review and audits of accounts. Regularly use tools available to assess red flags and high risk situations
  • Well developed interpersonal skills to create positive rapport with clients and to deliver outstanding customer service thereby reinforcing clients’ decision to continue their relationship with Ropes & Gray
  • Sufficient understanding of investments, the market and tools used in wealth management to comfortably engage in conversation with internal resources regarding client portfolios. Ability to identify the appropriate internal and external investment related resources to direct clients
  • High level of organizational abilities
  • Effectively manage time, prioritize demands on time
  • Proactive approach and ability to independently carry out all duties of the position
  • Ability to anticipate potential problems
  • Work with multiple people on several projects simultaneously and establish priorities to complete assignments within given time frames
  • Take issue resolution from inception to completion
  • Review task assignments for each client with team members to ensure a timely response to all client inquiries and concerns
  • A Bachelors' Degree in a business-related discipline and a minimum of five years experience in a wealth management department
  • Knowledge of trust, estate and tax law
  • Understanding of investment management markets
  • A CTFA or paralegal certificate is a plus
28

Client Services Administrator Resume Examples & Samples

  • Prepares and issues service instructions to various operating units based on clients’ requests
  • Ensures timely receipt, from the appropriate sources, of information, raw material and other inputs needed to successfully execute clients’ services
  • Maintains functional knowledge of Computershare’s processes, systems and products
  • Ensures effective delivery of clients’ MIS reports
  • Resolves client issues and conducts research by working directly with other functional units
  • Intercedes and resolves client or shareholder inquires quickly and accurately
  • Works either independently or with the Relationship Manager to ensure proper follow-through on clients’ requests
  • Ensures timely funding of services (i.e. dividends and advance postage)
  • Performs reconcilement activities
  • Serves as a mentor, coach, and team mate for other Client Service Administrators within the team
  • Assists clients with special projects, expediting transactions, troubleshooting, problem solving, and servicing of all clients’ shareholder accounts
  • In concert with the Relationship Managers, strives toward meeting annual revenue targets
  • Attends client annual meetings, closings, and account planning sessions with Relationship Managers as required
29

Client Services Administrator Resume Examples & Samples

  • Architect, implement, administer and support Microsoft Deployment Toolkit for the purposes of managing Windows desktop images
  • Architect, implement, administer and support client software systems
  • Deploy, configure and administer Windows servers which support client software systems
  • Develop and maintain support structures for client systems to include: defining of support roles, creation of support processes, creation of support documentation, and development of training for support administrators
  • Mentor co-workers to grow the technical capacity of the IT department
  • Adhere to all company and IS Department processes and procedures
  • Microsoft Active Directory administration experience to include building and troubleshooting of GPOs
  • Extensive experience supporting Windows Server 2008/2012 and Windows 7/10
  • VB Script and PowerShell experience
  • Microsoft SharePoint
  • Microsoft Windows 10 experience in the enterprise
30

Client Services Administrator Resume Examples & Samples

  • Manage the Sequestration portfolio on behalf of BKX Clients ensuring case reviews completed and system updated
  • Ownership for the Bureau amendment process and relationship ensuring bureau amendments worked to a 14 TAT and full root cause analysis completed and plan in place to drive down amendment volumes
  • Ownership for information requests ensuring worked within a 5 day TAT and all associated actions completed to ensure claims agreed
  • Help achieve key objectives as well as Service Level Agreements
  • Deal with client/seller queries and requests appropriately and within agreed timescales
  • Help reduce operational risk by identifying areas of concern and suggesting improvements
31

Senior Client Services Administrator Resume Examples & Samples

  • Be the main contact for Plan Sponsors and Financial Advisors related to daily administration of retirement plans, and to analyse and handle all requests received by these parties
  • Ensure e-mails on member questions from the Customer Care Centre are responded as per the service standards
  • Managing high volumes of complex administration transactions, and ensuring they are handled within service standards, processed accurately and serviced under limited direction
  • Receives and responds to complex and/or escalated requests or plan member inquiries/requests by using judgment within defined practices and procedures
  • Responsible for maintaining daily and monthly control reviews and managing the team shared inbox. Ensure control accounts are monitored and cleared on a daily basis as per the service standards
  • Ensuring that all written requests and/or written complaints are analyzed and handled and resolved. Ensure corrections are performed on member accounts when applicable
  • Participate in the annual audit activities
  • Supporting Client Service Specialist with team initiatives and priorities, and projects
  • Provide guidance and assist in the development of junior employees through peer mentoring and responses to escalated inquiries
  • Taking part in various team projects to improve our service and/or efficiency. Provides input for the improvement of processes and procedures. May participate in cross-functional projects
  • Inputting data into our Global Administrative system
  • To be informed of all legislative and Internal Quality Process System (QPS) procedure changes
32

Client Services Administrator Resume Examples & Samples

  • Experienced in trust accounts’ daily activity management
  • Familiar syndicated loan structures, collateral & security trustee services and administrative agent functions
  • Proficiency with software such as Outlook, Microsoft Excel and PowerPoint
33

Client Services Administrator Resume Examples & Samples

  • Adhere to Departmental and Bank policies, particularly as they relate to all funds movement
  • Identify, receive, transfer, invest and disburse trust and agency funds pursuant to the terms of the legal contracts
  • Set up new Escrow and Insurance Trust Transactions in accordance with GSS guidelines
  • Participate in daily Auction process
34

Client Services Administrator Resume Examples & Samples

  • Develop, maintain and update a standard desktop image
  • Builds desktop application packages, and deploys desktop applications and images as needed
  • Work closely with Infrastructure and IS Security teams on periodic testing of the Enterprise systems used for automating the software distribution and security updates to Client Devices
  • Serve as a resource for other system support and help desk staff regarding Client Device standards and security systems used to protect Client Devices patch management workstation setup
  • Assist in preparing, maintaining, and upholding procedures for logging, reporting, and statistically monitoring client device operations
  • Communicates effectively in order to provide optimal support of all departments' Information systems needs in a manner that promotes a professional climate throughout the Medical Center
  • Troubleshoot problems with Client/Server technologies and applications to provide resolution and root cause of issues
  • Maintains knowledge of current technology
  • Maintains current and orderly reference library (run books) including working with Client Server technical teams to maintain up-to-date documentation and comprehensive inventory of all supported systems
  • Works with technical support vendors to resolve systems issues and problems. Works closely with the Technical Teams and IS Manager to document levels of maintenance to include vendor contact, support contracts and or spare parts and or redundant system information and maintains the information monthly/quarterly and annually
  • Helps define and maintain standards, procedures and policies relating to Client Device technologies
  • Technical lead representing Client Services for Implementing Enterprise systems used to manage and automate application updates and security updates for Client Devices and Client Device Operating Systems
  • Helps the Information Services Manager prepare annual budgets
  • Participates on the Change Control committees as technical resource
  • Demonstrates standard of performance (ownership, teamwork communication, compassion) that support patient satisfaction and principles of service excellence
  • Licensure/Certifications: Microsoft Certified Desktop Support Technician (MCDST) preferred
  • Experience: At least 3 years of experience with supporting MS Windows operating systems in a network environment, experience utilizing enterprise software distribution products (e.g. Tivoli Big Fix, kbox, etc.) and powershell and/or Visual Basic scripting
35

Client Services Administrator Resume Examples & Samples

  • Ensure smooth running of Client Technical & Customer Services: Respond to incoming telephone calls, managing incoming/outgoing post, filing & photocopying/scanning/Translations as required
  • Travel arrangements for the Client Services Team and preparation of travel itineraries, visas etc
  • Managing course bookings from our global dealer network
  • Loading courses onto the academy
  • Day to day management of the training academy (Technical)
  • Assist with the development of training courses where required
  • Arrangement and preparation of meetings, catering requirements taking minutes as required
  • Coordinate all suppliers with regards to orders (PCR’s), contracts, payment (GRN) etc
  • Ensure all accounting issues of Client Services are up to date
  • Coordinate weekly movement schedules of Client Service Team
  • Diary management and coordination for Client Services Director & Senior Managers
  • Updating and maintaining Dealer Directory & eLearning Registration Database
  • Preparing invoices to Dealers for technical training course attendance
  • Managing internal & external communication - email distribution lists for Dealers etc
  • Supporting Dealer & training events – hosting etc
  • Preparing routine Dealer visit reports
  • Following relevant training, process basic in Warranty eScribe Estimates
  • Following relevant training, process Warranty Claims within agreed financial limits
  • Good level of PC literacy required: MS Office (Excel, Word, PowerPoint & Outlook)
  • Excellent interpersonal skills and good telephone manner
  • Proactive and professional attitude