Client Services Associate Resume Samples

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AB
A Beatty
Arnulfo
Beatty
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New York
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+1 (555) 175 7822
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New York
NY
Phone
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Experience Experience
Detroit, MI
Client Services Associate
Detroit, MI
Dare and Sons
Detroit, MI
Client Services Associate
  • Assists in planning and implementing department goals and makes recommendations to management to improve efficiency and effectiveness
  • Work closely with Portfolio Management Team to assist with client questions
  • Work with Product Management Team to provide statistical information for various types of fund decisions
  • Provide back up support for department manager and represent the team in internal meetings comprised of all levels of senior management
  • Work with Product Development, Fund Administration and the Funds Client Service group to assist in the set up new MSIM proprietary vehicles
  • Provide assistance with building models using the S&P Global Market Intelligence Excel Plug-in
  • Manage complex projects and work requests with consistent accuracy and completeness
New York, NY
Registered Client Services Associate
New York, NY
Bosco and Sons
New York, NY
Registered Client Services Associate
  • Performs day to day tasks for individual salespeople, in addition to general office management
  • Maintains databases and creates reports using portfolio software programs
  • Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes
  • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients
  • Maintains detailed working spreadsheets of upcoming marketing trips
  • Assists Financial Advisors with marketing efforts including seminars, etc
  • Assists Financial Advisors with marketing efforts including seminars, mail outs, etc
present
Philadelphia, PA
Preferred Banking Client Services Associate
Philadelphia, PA
Lehner Inc
present
Philadelphia, PA
Preferred Banking Client Services Associate
present
  • Work with other departments to assist on the processing of specialized transactions. (Example: loan fees and special business banking capital calls.)
  • Participate in the development of department policies and/or procedures and assist with client specific projects as assigned
  • Perform duties & responsibilities specific to department functions & activities
  • Provides extraordinary service
  • Assist in audit of departments previous days new accounts and maintenance changes to ensure compliance with internal operating procedures
  • Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events
  • Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor
Education Education
Bachelor’s Degree in Accuracy
Bachelor’s Degree in Accuracy
University of Oregon
Bachelor’s Degree in Accuracy
Skills Skills
  • Strong computer skills, with in-depth knowledge of Microsoft Excel and Word, as well as the ability to quickly learn and utilize multiple other applications
  • Knowledge of financial markets and the financial planning industry (highly desirable)
  • Strong attention to detail, commitment to accuracy
  • Demonstrate the ability to achieve quality objectives as outlined for particular role/function
  • Quality conscience with an emphasis on details (Business performance/Optimizing work processes)
  • Proficient in Microsoft Word, Excel (VLOOKUP, Pivot Tables, Charts), Outlook, and PowerPoint; Adobe and Visio
  • Ability to handle multiple assignments concurrently and ability to shift priorities in a fast paced ever changing environment
  • Basic knowledge of P&C industry and products (Business performance/business acumen & optimizing work processes)
  • Ability to handle multiple work assignments and demonstrate good time management
  • Ability to work with supervision and demonstrate good decision making skills
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15 Client Services Associate resume templates

1

Client Services Associate Resume Examples & Samples

  • 2-5 years clerical-related industry experience; investment industry experience preferred
  • Series 7/63 is required
  • General understanding of the investment brokerage industry, securities regulations, and investment products. Understanding of operations system (i.e. forms and their purpose)
2

Financial Client Services Associate Resume Examples & Samples

  • 2-5 years clerical-related industry experience; investment industry experience preferred
  • Series 7/63 is required
  • Knowledge and strong focus on processes for providing exemplary customer service; includes customer assessment, meeting quality standards for service, and evaluation of customer satisfaction
  • Interpersonal skills and communication skills (both written and verbal)
  • Knowledge of administrative and clerical procedures and systems such as word processing, spread sheet applications, managing files and records, and other office procedures and terminology. Ability to organize/prioritize
3

Cib-client Services Associate, Based Resume Examples & Samples

  • Fluency in Portuguese and Spanish a significant plus
  • Poise and experience to work with the most senior managers at client and within hedge and private equity fund services
  • Ability to work closely with their cross product peers to ensure consistency of service delivery and client satisfaction levels
  • Understanding of product interdependencies and the end to end process, including potential risks
  • Proactive, with a focus on finding the optimum client solution, whilst working within JPMorgan parameters and controls
  • Significant product knowledge of either Fund Accounting, Prime Brokerage, Custody or Transfer Agency and awareness of interdependencies of these products
  • Hedge and/or Private Equity Fund Services operations experience a plus
  • Client focus and ability to communicate at all levels within JPM and client organization
  • Risk Awareness and internal management of Incident Reporting and initiation of client claims processing
4

Listed Derivatives Client Services Associate Institutional Securities Group Product Operations Resume Examples & Samples

  • Strong client service skills with past futures experience
  • Knowledge of futures markets
  • MS Office/MS Outlook
  • Industry certifications(Not required, but a added plus)
5

Client Services Associate Resume Examples & Samples

  • Assist in all aspects of servicing existing client base and supporting new business opportunities by serving as the primary point of contact and overseeing all aspects of communication, including responding to ad hoc requests, coordinating transactions, and arranging periodic portfolio management calls and meetings
  • Monitor client accounts and portfolios, while maintaining an ongoing dialog to understand their investment objectives in order to provide portfolio managers and other internal parties with appropriate insight
  • Collaborate with portfolio managers and analysts to become well versed in all investment offerings in order to provide detailed and effective information to clients
  • Evaluate existing relationships to provide feedback and support business unit leaders in developing products and executing strategies to prospect and service new and existing opportunities
  • Track, coordinate, and complete client subscription and redemption requests
  • Respond to ad hoc requests and contribute to new projects/ initiatives as appropriate
  • Series 7 and 63/65 preferred or to be obtained within 6 months
  • 2-3 years of relevant industry experience, preferably within wealth management and/or a client relationship management role
  • Knowledge of various investment vehicles, including Hedge Funds, Fund of Hedge Funds, and other alternatives
  • Proficient in Microsoft Word, Excel (VLOOKUP, Pivot Tables, Charts), Outlook, and PowerPoint; Adobe and Visio a plus
  • Ability to handle multiple assignments concurrently and ability to shift priorities in a fast paced ever changing environment
  • Must be detail oriented, reliable, and able to work independently on projects
6

Client Services Associate Resume Examples & Samples

  • High School Diploma or equivalent; prefer 2 years of college or business school certificate
  • 2 years investment industry experience required; prefer 5 years investment industry experience
  • Series 7 and 63 or 66 required
  • Knowledge of administrative and clerical procedures and systems such as word processing, spread sheet applications, managing files and records, and other office procedures and terminology
  • General understanding of the investment brokerage industry and securities regulations
  • Basic understanding of operations system (i.e. forms and their purpose)
7

Client Services Associate Resume Examples & Samples

  • Practical problem solving
  • Strong communication skills (both written and verbal)
  • Excellent grammar and possess phone/office etiquette
8

Private Client Services Associate Resume Examples & Samples

  • Canadian Securities Course preferred
  • Knowledge of personal trust and estate planning preferred
  • Investments/Mutual Funds Industry experience, preferably in client services Strong verbal and written communication
  • Strong organizational, multitasking, and attention to detail
  • Strong commitment to service and project completion
  • Familiar with Microsoft Office, spreadsheet and presentation software
9

Client Services Associate Resume Examples & Samples

  • Distributing new account documents and required notifications to clients and reviewing new account forms for accuracy and completeness, including input of client banking details
  • Assigning account numbers and providing FAs with completed new account forms after management approval
  • Arranging and assisting with CHESS and sponsorship, off-market, broker to broker and issuer to CHESS transfer of client documents
  • Coordinating Initial Public Offering allocations and applicable client documentation
  • Liaising with back office and share registries regarding client and FA enquiries
  • Coordinating client seminars, conferences and presentations
  • Maintaining account files and undertaking regular follow-up on missing documents
  • Processing and monitoring stock settlements, including follow up with clients re outstanding funds
  • Knowledge of financial markets and the financial planning industry
  • Advanced in Microsoft Word, Excel and PowerPoint
10

Cib Ts Client Services Associate Based Resume Examples & Samples

  • Oral and written communication in English
  • Ability to act beyond established guidelines
  • Self Motivated
  • Client relationship
  • Sales presentation skills
  • Multi-tasking skills
  • Issue resolution
  • MS Office Skills
  • Expertise in business processes and procedures
  • Strong experience on the local market and products available for large companies
11

Small Business Client Services Associate Resume Examples & Samples

  • Work closely with our partners to support our advertising customers and deliver consultative support and education on our Facebook products
  • Perform data analysis and execute data-informed initiatives that will improve our customer experience and drive business growth
  • Identify trends to enhance the partner support processes, optimize workflows and improve operational efficiency
  • Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders, including the ability to synthesize feedback and adjust plans accordingly
  • Gather client and partner feedback to enhance ad products and the customer experience
12

Client Services Associate Resume Examples & Samples

  • 2 years+ Financial services industry experience, client services/financial advisory experience preferred
  • Excellent verbal communication and presentation skills required
  • Series 7 and 66 registration preferred (firm will sponsor individual to complete both exams within three months of starting)
13

Client Services Associate Resume Examples & Samples

  • High School Diploma and 5 years equivalent work experience
  • Requires continual concentration and attention to detail with common interruptions to workflow
  • Excellent organizational skills, including planning, prioritizing and overseeing numerous concurrent projects
  • Working knowledge of computers and programs
  • Ability to work within a CRM database system and maintain proper client records
  • Critical thinking skills; Proactive attitude; Dependable; Quality Focused; Thorough and Problem Solver
14

Client Services Associate Resume Examples & Samples

  • To provide daily internal and external support for a suite of clients in all matters relating to the portfolio, with a particular focus upon fixed income products
  • To form part of the internal framework for client support, partnering in particular with Sales, Client Relationship Management and Investment teams
  • To facilitate the timely and accurate resolution of client queries and instructions
  • Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers
  • Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities
  • Working in close cooperation with outsourced operational functions at State Street to ensure timely and accurate completion of account set up and modification on all appropriate systems
  • Work with Product Development, Fund Administration and the Funds Client Service group to assist in the set up new MSIM proprietary vehicles
  • Strong relationship with legal and compliance to understand the requirements of, and provide feedback on, investment management agreements and all other associated client documentation
  • Completion of all checklists and forms used for the various client events
  • Using strong business sense and judgment to identify potential risk areas associated with new and existing business; making appropriate recommendations and highlighting those risks via the appropriate escalation channels
  • Working background in all aspects of Investment Management Operations, preferably with an understanding of transition activities
  • Direct experience operating within client services or a similar client facing role
  • Technical knowledge of fixed income and derivative instruments, portfolio characteristics and a basic understanding of investment processes
  • Has proven ability to interact with multiple internal and external functions including clients, legal, compliance, fund managers, sales, client service and other functional operations teams
  • Comfortable dealing with senior individuals and management across these functions
  • Strong business sense and excellent judgment
  • Proven experience of working investment management or a similar/related role
  • Excellent attention to detail and be a self-starter who is able to maintain a high standard of accuracy while managing multiple deadlines, a creative individual that can work both independently and as part of a team to exceed expectations. Strong communication and time management skills are essential
15

Cib Ts Client Services Associate Based Resume Examples & Samples

  • 4 Escalates issues when necessary
  • 4 May act as a senior point of escalation for external and internal parties
  • 4 Analyzes client disputes and offers solutions that fit both client and company needs
  • 4 Monitors daily performance against established metrics
  • 4 May create and maintain client service calling plan, schedule and coordinate service reviews
  • 4 Knows the client's business and internal workflows; identifies ways to streamline workflows to mitigate risk
  • 4 Oral & Written communication in English
  • 4 Ability to act beyond established guidelines
  • 4 Experienced on Financial Institutions and Corporate relationship, products and services
  • 4 Problem solving
  • 4 Analytical skills
  • 4 Organizational skills
  • 4 Client relationship
  • 4 Sales presentation skills
  • 4 Multi-tasking skills
  • 4 Issue resolution
  • 4 Attention to detail
  • 4 MS Office Skills
16

Aladdin Client Services Associate Resume Examples & Samples

  • Excellent written and verbal communication skills in English and Japanese. Able to engage in clear and concise communication, both verbally and in writing
  • Ability to work under high pressure
  • Good understanding of financial industry, functions, and product knowledge
  • Technology background (Unix, SQL, C++) a plus
  • Good problem solving and analytical skills. Experience in managing small projects would be an advantage but not a must
  • Is willing to work on rotating schedule that will include weekends, holidays and morning shift
17

Client Services Associate Registered Resume Examples & Samples

  • High School Diploma or equivalent; prefer 2 years of college or business school certificate
  • Knowledge of administrative and clerical procedures and systems such as word processing, spread sheet applications, managing files and records, and other office procedures and terminology
  • General understanding of the investment brokerage industry and securities regulations
  • Basic knowledge of investment products
  • Basic understanding of operations system (i.e. forms and their purpose)
  • Ability to organize/prioritize
  • Practical problem solving
  • Strong focus on providing exemplary client service
  • Strong communication skills (both written and verbal)
  • Excellent grammar and possess phone/office etiquette
18

Client Services Associate Resume Examples & Samples

  • Assume responsibility for quality and timeliness of all tasks delegated by Client Managers. The list will include but will not be limited to Task List (Attachment A)
  • Participate in internal communications on standard processes and reporting
  • Participate in meetings and on conference calls regarding current projects, updates and projections; lead as directed by Sr. Client Manager
  • Troubleshoot application and data issues and direct to the appropriate XLS contacts
  • Complete standard tasks with limited instruction and supervision
  • Understand and mitigate risk
  • Escalate high risk, complex or problematic issues to Manager
  • Work collaboratively and productively with members of XLS to troubleshoot and resolve issues
  • Possess Bachelors Degree
  • Strong aptitude for Technology
  • Possess understanding of eDiscovery processes and industry; litigation support experience or exposure
  • Possess strong technical grasp of technology tools and platform intricacies
  • Demonstrate excellent oral and written communication skills
  • Proven self-direction
  • Pro-active by nature
  • Capable of multi matter management and multi tasking
  • Able to think logically and provide creative solutions to complex problems
  • Translate technical language and terms to non-technical client base
  • Flexible in work hours and availability
  • Media Processing
  • Track New Media / Data
  • Confirm / modify processing specifications as necessary
  • Creating/ providing MD mappings
  • Requesting replacements for corrupt / pw protected documents
  • Migration Requests
  • Technical Issues
  • Account lockouts
  • Site issues (trouble viewing documents, site slowness, etc.)
  • Ownership and creation of corresponding Jira’s
  • User Accounts
  • New user requests, approval and sending credentials
  • General platform questions – How to …?
  • Platform Training
  • Review statistics
  • Privilege Log generation
  • Report view creation
  • Custom reporting (i.e. custodian month by month reports)
  • Setting up ‘chron’ reports
  • Track open items (i.e. matter communications, status of open items, eta for resolution)
  • Review Management
  • Creating Queues
  • Manipulating binder orders
  • Splitting review populations
  • Creating review populations
  • Conduct rolling permissions audits
  • Arrange meetings where applicable via conference calls/Webex
  • Searches
  • Issuing full Text / Metadata Searches
  • Locating specific populations / individual documents
  • Validating search terms Syntax formatting
  • Using Script Interface for Date Culls
  • Using Search Analytics for multiple term searching
  • Create search term hit reports
  • QC of peer / client searches
  • Remediation
  • Document moves
  • Custodian name remediation’s
  • Delivery remediation’s
  • One off remediation’s (i.e. tiff reloads that fail to tiff properly)
  • Metadata Management
  • Creation of MD fields/constraints
  • Ordering adjustments
  • Auditing / Housekeeping
  • Permission audits
  • Channel audits (visibility and the ability to search modules)
  • Search term audits over data deliveries
  • Systematically organizing and renaming multiple channel
19

O&t-icg-securities Services Corporate Action Client Services Associate Resume Examples & Samples

  • Perform proactive servicing for a designated portfolio of priority local and cross-border client relationships across product base (custody, corporate action related enquiries, etc.)
  • Handle client corporate action related enquiries and special requests by interacting extensively clients and operations departments (including our overseas processing agents)
  • Provide pre- and after- sales support for electronic banking services including conducting demos, implementation, user training and on-going problem solving
  • Work closely with Relationship Managers to develop, implement and execute comprehensive account plans and call programs
  • Perform periodic service reviews jointly with Relationship Managers and Customer Service Head
  • Provide feedback on client needs and liaise with operations and product development to implement changes in support of client requirements
  • Bachelor's degree holder with minimum 3-4 years of experience on client servicing with solid background in securities corporate action/asset servicing
  • Experience in broker dealer or custody corporate action and asset servicing is a must
  • Strong client orientation and team spirit
  • Ability to work independently and overtime
  • Fluent command in English and Chinese are mandatory
20

Client Services Associate / AVP Resume Examples & Samples

  • Covering client issues and inquiries regarding a variety of business lines’ activities
  • Working locally and regionally in resolving issues regarding settlement, payment, and/or confirmation
  • Create and provide valuation reports on all product lines traded by SOL
  • Involvement in diverse projects covering a wide range of products
  • Updating procedures relating to sensitive event activities
  • Notify clients on product events
  • Knowledge in structured products, equity, or fixed income derivatives
  • Understanding of internal product flow
  • Experience in working with overseas counterparties
  • Fluent in Japanese
  • Proactive self starter with strong initiative taking
  • Ability to use Microsoft Word office tools
  • Knowledge of front to back trade processes with market-specific trading and settlement requirements
21

Registered Client Services Associate Resume Examples & Samples

  • Process required paperwork for investment transactions; interact with broker-dealer
  • Client relations/Educate clients on services
  • Any and all other duties as assigned
22

Portfolio / Client Services Associate Resume Examples & Samples

  • Required to perform oversight of all internal and external deliverables and track the agent's performance against the established Service Level Agreement for their strategies, addressing operational deficiencies where required
  • Monitoring of Aladdin Dashboard, assist in resolution of trade fails, breaks and claims
  • Answer all Client, Portfolio Manager queries
  • Resolve break issues related to daily Aladdin reconciliations
  • Represent MSIM operations in senior capacity related to deliverables for internal audit, SAS70, SOX, cross-MSIM/divisional working committees
  • Ideal candidate will have at least 5 years of experience in Investment Management Operations, and have experience with Fixed Income products
  • Bachelors Degree or equivalent (Finance, Economics or Accounting preferred) and demonstrated, proven experience in Financial Services Operations or similar role
  • Familiarity with BRS Aladdin would be advantageous
23

Client Services Associate Resume Examples & Samples

  • Play a visible, primary point of contact role and ensure direct accountability for matter success
  • Lead project/matter communication meetings, and status updates; ability to offer suggestions, solutions and recommendations
  • Identify areas for matter and account improvements and initiating and implementing related projects
  • Identify ways to leverage existing data, initiate and implement data mining projects across matters and teams
  • Collaborate with Team Manager to audit matter/application/process design and implementing updates and new technology and releasing same to clients
  • Create and update internal and client-facing matter/account documentation and general internal guidance and knowledge base information
  • Engage in consultative and advisory role with client partners on technology based solutions
  • Able to make sound judgment calls on internal and external projects, keeping management in the loop but not requiring instruction
  • Master technical knowledge of our application and other industry-standard technologies
  • Minimum 1-2 years in a professional office environment, e-discovery and/or legal industry exposure is a plus
  • Possess Bachelor’s Degree, JD preferred but not required
  • Represent XLS in high level client meetings without additional management present
  • Able to grow relationships with clients and with other industry contacts
24

Client Services Associate Resume Examples & Samples

  • Taking ownership for customer enquiries, ensuring all matters are resolved in a timely manner
  • The calculation of provision of termination quotes
  • Working closely with other areas of the business including sales, credit and legal to ensure our service level targets are met
  • Supporting our settlements department in the review of finance documentation (including ancillary documents for accuracy, legality and compliance)
  • The reconciliation and preparation of payment to third party service providers
  • The preparation of finance documents
  • Communicating with introducers to ensure all a high level of service is provided and our quality standards are adhered to
  • Excellent verbal and written communication skills and an excellent phone manner
  • Tertiary qualifications desirable and a genuine interest in building a career in financial services
  • A recent commerce/finance graduate
  • Strong attention to detail , numerical skills and intermediate Excel skills
  • Be a team player with the ability to work unsupervised and independently
  • Be self motivated and performance focused
25

Client Services Associate Resume Examples & Samples

  • Assist in the retention and servicing needs of clients on a daily basis
  • Field plan sponsor and participant phone inquiries and provide follow up when necessary
  • Attend and participate in selected client meetings and sales meetings with V.P. and Director of Retirement as needed
  • Draft client meeting minutes for meetings attended
  • Conduct one-on-one participant education sessions and group presentations
  • Manage and provide schedule of retirement team projects, including regularly scheduled client meetings, plan record keeper request for proposals and new business request for proposals
  • Manage the day to day relationships of current clients as directed by the V.P. of Retirement
  • Take the lead on new client implementations and current client plan record keeper conversions
  • Work with plan record keepers in an effort to service current clients and problem solve client issues
  • Assist the team in performing investment due diligence on mutual funds and writing commentary for client reports
  • Assist in the creation of client investment reports
  • Manage quarterly billing process
  • Data entry into Salesforce
  • Assist V.P. of Retirement in lead generation and new prospect opportunities
  • Learn other lines of business offered here and effectively communicate and cross-sell opportunities with new and current clients
  • Consulting experience and retirement plan experience a plus
  • Overall investment and industry knowledge
  • Experience giving group presentations
26

Client Services Associate Resume Examples & Samples

  • Series 7 and 66 required; (63 and 65 acceptable in lieu of 66)
  • Understanding of the investment brokerage industry and securities regulations
  • Knowledge of investment products
  • Understanding of operations system (i.e. forms and their purpose)
27

Registered Client Services Associate Resume Examples & Samples

  • Receives unsolicited orders from clients
  • May enter unsolicited trades at the direction of the Financial Advisor
  • Opens new accounts
  • Creates and maintains records and files
  • Receives cross-training and assists with other operational functions as required
  • Use mathematics sufficient to process account and transaction information
  • Work independently
  • Provide a high level of customer service
  • High School Diploma or equivalent and a minimum of five (5) or more years licensed securities industry service experience
28

Client Services Associate Resume Examples & Samples

  • Operational Responsibilities including trade booking and reconciliations
  • Client Servicing including taking client orders and following up on general client enquiries
  • Administration responsibilities which will help in the support to the sales
  • The role will require a university graduate with fluency in both English and Mandarin
  • Our client would prefer someone with relevant experience in Private Wealth Management and someone with HKSI Paper 1 licence
29

Client Services Associate Resume Examples & Samples

  • Assist advisers and clients with administrative support
  • Establish and maintain relationships with clients and other areas of the bank
  • Respond to client/adviser requests in a timely and efficient manner
  • Ensure a high standard of communication both oral and written
  • Support advisers with new applications, procedures, systems and initiatives
  • Updating and amending client records
  • Proven experience in an Adviser Assistant role
  • The capacity and ability to take on a high level of responsibility to ensure tasks/objectives are satisfactorily completed
  • The ability to work individually or as part of a team
  • A high level of motivation and drive to commit to work related activities and goals
  • A high level of tenacity and the ability to solve problems effectively
  • RG 146 (completed)
  • Experience with XPlan would be advantageous
30

Registered Client Services Associate Resume Examples & Samples

  • 2 years investment industry experience required; prefer 5 years investment industry experience
  • Series 7 and 63 or 66 required
  • Private equity experience preferred
  • KNOWLEDGE REQUIRED
31

Investor Client Services Associate Resume Examples & Samples

  • Provide day to day support to current and prospective clients
  • Assist in the development of presentations, pitch books and regular client reporting in support of all client service, relationship management and business development efforts
  • Assist with a variety of special projects and process improvement initiatives
  • Bachelors degree required; Masters degree a plus
  • Minimum of 3 years experience in client services, investor relations or related function within or supporting the investment management industry; experience in real estate strongly preferred
  • Strong understanding of investment strategies and themes
  • Strong market and industry knowledge, and the ability to integrate critical information from diverse areas
  • The capacity to comprehend the investment organizations products, processes, and service needs and to respond to them
  • Strong critical thinking and work ethic with a demonstrated ability to manage multiple projects within deadlines
  • Highly responsive, team player with a collaborative style
32

Client Services Associate Resume Examples & Samples

  • Processes and follows up on client documentation for proper maintenance of accounts
  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • High School Diploma or equivalent and one (1) to five (5) years securities industry or related work experience preferred
33

Client Services Associate Resume Examples & Samples

  • High attention to detail with the ability to multi-task and prioritize
  • Clear communication and customer service skills
  • 1+ year of digital advertising experience
  • Agency or publisher experience highly preferred, but not required
34

Client Services Associate Resume Examples & Samples

  • Liaise with back office and share registries regarding client and FA enquiries
  • Ability to maintain files
  • Well-developed IT literacy, database and analytical skills
  • Personal Attributes/Interpersonal skills
35

Client Services Associate Resume Examples & Samples

  • Work closely with advisers and the Paraplanning team to assist with the preparation of all advice documentation
  • Complete Records of Advice and basic transactional Statements of Advice for advisers
  • Collate, interpret and accurately record client information
  • Participate in process development initiatives to increase efficiencies
  • Problem solve and prioritise competing adviser requests in a fast paced environment
  • Ensure a high standard of communication
  • Proven experience in a similar role within Wealth Management
  • An understanding of the advice process
  • Display a high level of resilience and strong ability to prioritise tasks
  • The ability to work individually and work with and contribute to a broader team
  • A high level of tenacity and the ability to solve problems effectively and efficiently
  • RG 146 and DFP or equivalent
36

Client Services Associate Analyst Resume Examples & Samples

  • Experience using and updating MPS
  • Ability to work in a fast paced environment with a changing production schedule
  • Familiarity with Lean principles and willingness to pursue process improvement projects
  • Minimum of two (2) year college degree in Business/Engineering or equivalent work experience
37

Private Client Services Associate, Tax Resume Examples & Samples

  • One or more years prior experience in accounting, finance, or legal required
  • Experience working in public accounting or the private client area preferred
  • Strong analytical, research and critical thinking skills
38

CIB Investor Services Derivatives Clearing Client Services Associate Resume Examples & Samples

  • Manage relationships with Futures and OTC clearing clients while working to grow J.P. Morgan’s wallet share with each customer
  • Oversee business profitability via ownership of client pricing and cost management (e.g., commission schedules, capital consumption, guaranty fund requirements and operational costs)
  • Provide clients and internal partners with granular, value-added product and workflow expertise
  • Support clients as they navigate evolving regulatory landscapes
  • Develop and leverage subject matter expertise in clearing house rules, risk management practices (i.e., portfolio margining) and operational flows
  • Understand, synthesize and assess new requirements from potential and existing clients
  • Review any bespoke client requests and assess their merit in the context of the potential profitability, resource consumption and the broader business agenda
  • Product knowledge in listed and/or OTC derivatives
  • Ability to learn, absorb and synthesize new information and concepts
  • NFA Series 3 registration required pre-or-post hire
39

Client Services Associate Resume Examples & Samples

  • Excellent written and verbal English communication skills
  • Exceptional problem solving and analytical skills
  • Customer service and/or project management experience
  • Strong organizational skills, attention to detail, and the ability to multi-task
  • Working knowledge of MS Office
  • Ability to prioritize and schedule tasks and work in a team environment
  • Must be willing to learn new things, be open to challenges and thrive on success
40

Client Services Associate Resume Examples & Samples

  • Respond to client requests for new project initiatives. The Client Services Associate collaborates with various members of the production team to assess the scope of work and produce cost estimates for web and software localization as well as traditional translation projects. The Client Services Associate assesses the competitive landscape, develops project proposal and negotiates budget and schedule with the client
  • Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion. The Client Services Associate is responsible for ensuring that any pitfalls are addressed and resolved by the project team
  • Support the new business efforts by attending sales meetings, participating in sales calls, preparing RFPs and cost estimates and entertaining clients
  • Take a proactive role in learning about clients’ industry, business needs and company culture, educating the project team, identifying new business opportunities and providing a high level of service
  • Monitor and communicate project progress, ensure strict adherence to deadlines and budgets and ultimately produce high quality deliverables
  • Serve as the central point of contact for and liaison between external clients and internal production staff
  • Set and fulfill client expectations
  • Minimum Bachelor’s Degree from a 3-year college or university
  • Superior written and spoken communication skills in English and native level Arabic
  • Ability to calculate discounts, interest, commissions, proportional percentages
  • Ability to apply these concepts to develop practical solutions
  • Proficiency in Microsoft Office (Word, Excel, Outlook); MS Project desirable but not required
  • Candidates for Senior positions must have a familiarity with web technologies, desktop publishing software, database and network environments, translation memory tools, etc
  • Willingness to travel to offsite client or sales meetings
  • The ideal candidate will demonstrate an ability to: multitask in a fast-paced environment, work well with people from a variety of different backgrounds and cultures, build relationships with clients and co-workers, work independently and as part of a team, take active measures to solve problems and commit to a high level of service
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Client Services Associate Resume Examples & Samples

  • Minimum Bachelor’s degree or equivalent
  • Substantial customer service and/or project management experience
  • Business degree and or customer service experience is preferred
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Personal Investing Client Services Associate Resume Examples & Samples

  • Prepare daily & monthly call performance reports
  • Collect phone deals, application forms and client’s original instruction for passing to relevant teams for processing
  • Prepare fulfilment packs and sent to clients
  • Handle team administration tasks, order stationery, lunches / tea time for lunch in, overtime work, submit overtime forms for team
  • Offer general administration duties including issue contract notes and statements, photocopying, filings and distributing memo, files & letters
  • Handle ad-hoc projects and tasks as assigned by line managers
  • Update procedures where applicable
  • Answer inbound calls for acting as corporate reserve and handle general enquiry during peak hour
  • Conduct outbound service calls upon request
  • Bring clients’ voices into the organisation
  • Handle client correspondence
  • Perform User Acceptance Test / Healthcheck for system / applications upgrades
  • Assist in ad-hoc projects / new initiatives
  • Other duties assigned by the line managers
  • Ability to work on multiple tasks/priorities with a strong client service focus
  • Ensure personal client service key performance indicators are met
  • Resolve daily issues independently
  • Excellent command of English, Cantonese and Mandarin
  • Client focused & service oriented
  • Be a strong, positive team player
  • Strong problem solving skills in handling both internal / external client enquiries
  • Can conduct himself/herself in a professional fit and proper manner
  • Advocate Fidelity’s values internally and externally
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Preferred Banking Client Services Associate Resume Examples & Samples

  • Order checks, deposit slips and other deposit supplies from our Check vendors
  • Be able to navigate research and answer questions using our check image and check 21 programs. Have an understanding on how to read our customer’s documentation using the Onbase program
  • Perform duties & responsibilities specific to department functions & activities
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Preferred Banking Senior Client Services Associate Resume Examples & Samples

  • Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments. Process purchase and sale of foreign currency banknotes and foreign drafts
  • Responsible for approving wires per authority limits. Process incoming and outgoing wire transfers, research and resolve issues with rejected wires due to NSF, invalid account numbers, missing/incomplete information. Escalate when necessary. Follow up on wire tracers and cancellations
  • Assists clients by phone, e-mail and in person with transaction requests and account inquiries. Initiate courier service for pick-up and deliveries of customers deposits/cash withdrawals and documents delivery as applicable
  • Process clients requests for check orders and other deposit supplies from our check vendors and follow up to ensure receipt
  • Responsible for processing the daily interactive reject report; contact Preferred Banker, Relationship Manager, Business Manager or client for pay or return decisions and to ensure that the overdraft is covered in a timely manner
  • Process automatic banking system applications and internal/external ACH transfer requests; ensure these are placed on system accurately
  • Issue cashier’s checks as requested and in accordance with bank policy and procedures. Process stop payments and stop payments releases as requested
  • Process account closings as requested, ensuring that loan auto-debits, ATM cards, ODLOCs, etc. are also closed following the bank’s Account Closing Checklist
  • Order ATM cards and process Instant Issue ATM cards as needed. Process client’s requests to increase ATM/POS limits and submit travel declaration forms. Assist clients with ATM questions and with the ATM department to help expedite any issues, questions or concerns
  • May be required to hold a state notary commission and notarize bank documents for FRB clients
  • Work with other FRB internal departments to assist with the processing of specialized transactions. The Senior CSA works as liaison with other departments to meet the client’s needs and to help expedite the completion and resolution of any client’s requests, issues or concerns that requires the involvement of another department in the resolution process
  • Perform duties & responsibilities specific to department functions & activities required or assigned by supervisor/manager
  • Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
  • Effective communication skills, both written and verbal
  • Ability to multi-task and prioritize workload
  • Risk Management Skills
  • Proficient in MSO, Excel, Word, Outlook & other banking programs
  • Minimum 2 years of banking experience and knowledge of bank operations
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Preferred Banking Client Services Associate Resume Examples & Samples

  • Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate
  • Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team). Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up
  • Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor
  • Participate in the development of department policies and/or procedures and assist with client specific projects as assigned
  • Excellent organizational, communication (both verbal and written), and client relationship management skills (whether interaction is in person, over the telephone or via email)
  • Exceptional problem solving proficiency
  • Series 7 and 63 licenses preferred, Series 65 or 66 licenses may be required
  • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions
  • Must be able to travel in a limited capacity
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Client Services Associate Resume Examples & Samples

  • Facilitation of all administrative client queries
  • Prioritise competing adviser requests in a fast paced environment
  • Good knowledge of Microsoft Office Suite
  • Finance, Business or Economics degree preferable but not essential
  • Experience within a similar role preferred
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Client Services Associate Resume Examples & Samples

  • Minimum of 3 years’ experience in similar role supporting customers
  • Logistics experience considered a plus
  • Professional written and verbal communication skills are required to clearly convey ideas, information, and concepts
  • Experience with an ERP/CRM database and superior attention to detail to accurately input data and navigate a database are required
  • Inside sales experience considered a plus
  • Experience working with international customers
  • Understanding or ability and desire to learn Sensitech’s client base and industries
  • Ability and desire to succeed in a cross-functional working environment required
  • Desire to grow with company
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Client Services Associate, / III / Senior Resume Examples & Samples

  • Understanding of the application of benefit contracts, pricing, policies, and legislative regulations
  • Excellent knowledge of government regulations, coordination of benefits, and healthcare terminology
  • Excellent knowledge of claims and products
  • Excellent knowledge of the various operations of the organization, products, and services
  • Strong attention to detail to accurately enter data and research and resolve questions
  • Strong verbal communication skills including active listening; uses basic written communication skills to record client activity in database
  • Previous experience using PC, database system, and related software (word processing, spreadsheets, etc.)
  • Good typing and keyboard skills
  • Bilingual (English/Spanish) a plus
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Account & Client Services Associate Resume Examples & Samples

  • Field requests directly from members via phone or e-mail; listen intently and identify needs
  • Help educate members and prospects in the moment regarding our web-site, services available, how we are organized for our customers, etc
  • Execute against and resolve certain administrative requests/issues (web-site access, meeting or teleconference inquiries, customer data collection and maintenance etc…)
  • Execute against and resolve broader product and service inquiries (how to find specific research on our web-site, explain specific products or services available for a given topical area, articulate CEBs value, etc…)
  • Escalate members and their requests directly to functions or individuals that can best address their needs either in the moment or in follow-up
  • Communicate and collaborate with relevant internal functions to resolve member issues and improve service execution
  • Assist with Service and Marketing campaigns through inbound support and lead management activities; including basic lead qualification and prospect outreach via e-mail or phone
  • Assist Member Support Center Management in documenting, tracking, and analyzing request trends, issues with inbound process, request fulfillment metrics, and inbound volume patterns in order to improve service execution
  • Superior customer/member service ethic
  • Superior interpersonal skills; excellent written & oral communication skills; exceptional facility in scripted and extemporaneous speaking
  • Effective time management skills and ability to meet deadlines; demonstrated poise and grace under pressure; demonstrated initiative and resourcefulness; ability to build relationships and work well across functions
  • Strong work ethic; strong attention to detail; ability to work well with others
  • Strong typing and computer/phone navigation skills required
  • One to two years of Customer Service experience preferred
  • College degree in a related discipline
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Client Services Associate Resume Examples & Samples

  • Retrieving incoming calls and directing them to the proper extension
  • Properly documenting client interaction within the LIMS
  • Maintaining follow-up work lists as assigned by the Supervisor or Manager
  • Assisting with email requests that are sent to the helpdesk as delegated by the Supervisor or Manager
  • Assisting with distributing and attaching incoming faxes to the proper location
  • Maintaining an organized and clutter free work environment
  • Understanding the set of structured questions and responses as they relate to the products Ambry provides
  • In a timely fashion, pleasantly and courteously provide support in every means of interaction with the client
  • Excellent telephone and communication skills
  • Capable of excelling within a team environment
  • Capable of accomplishing workload and additional projects with no supervision
  • Ability to communicate effectively, attention to detail, ability to prioritize work, computer skills, working knowledge of standard office equipment printers fax machines, phone systems, office software and internet)
  • Flexibility regarding job assignments
  • Previous experience in medical billing or clinical laboratory administration is preferred
  • Ability to read and interpret documents and Ambry requisitions, operating and maintenance instructions, and procedure manuals
  • Ability to speak effectively one-on-one, in group settings, with clients, and with employees of the organization
  • Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals
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Client Services Associate Resume Examples & Samples

  • May solicit orders from clients at the direction of the Financial Advisor
  • May enter unsolicited trades at the direction of the Financial Advisor
  • Opens new accounts
  • Maintains client information and creates reports using portfolio software programs
  • Assists Financial Advisors with marketing efforts including seminars, mail outs, etc
  • May provide investment advice on less active accounts for the Financial Advisor or for their own accounts
  • High School Diploma or equivalent and a minimum of five (5) or more years licensed securities industry service experience
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Ci-operations & Client Services Associate Resume Examples & Samples

  • Serves as the primary contact for all operational issues that require attention and/or resolution; interfaces with internal/external counterparties such as client onboarding, order monitoring, addressing client enquiries and preparation of client reports
  • Coordinates and communicates operations updates across groups, vendors, clients and Asia Sales Teams on key operations initiatives
  • Assist Team Manager to manage and oversee critical operational functions or key processes perform by internal group or external vendors for clients and products in Asia
  • Develops and maintains detailed documentation of operational procedures, workflows, and administrative matters which also include the preparation of Operations Guides and coordination of the Semi-Annual, and Annual reports for local registered funds/ETF
  • Provide support to the local funds’ Oversight Service Review meeting with stakeholders, which includes arrange the logistics, sending agendas and taking minutes
  • Participates in regular operations meetings with internal groups and external service providers and takes ownership of key issues/initiatives through resolution
  • Handle special client reporting and address queries with responses to requester
  • Acts as key operations resource in the development of operational support, systematic solutions or manual processes for both internal and external business requirements
  • Actions on risk mitigation for all Operations related risk items by focusing or identifying key risks; or any risk management initiatives as identified by management or Risk Council
  • Supports and performs Business Contingency Plan test for Operations related tasks
  • Performs other duties and participates in special projects as assigned
  • Undergraduate degree in Finance or Business related concentrations or an equivalent combination of training and experience
  • Minimum of 3 years work experience in Investment Operations or Client Services for Asset Management Company or Fund Administrator
  • Minimum of three years work experience in Investment Operations or Client Services for Asset Management Company or Fund Administrator
  • Strong written and oral communication skills in English. Fluent in Cantonese and Mandarin. Excellent interpersonal skills
  • Strong knowledge in investment products, fund administration and fund distribution platform
  • Strong demonstrated analysis and problem solving skills
  • Excellent coordination and time management skills
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Client Services Associate Level Resume Examples & Samples

  • Provide exceptional service to inbound calls from Financial Professionals and Self Directed Investors
  • Serve as Product Expert for clients
  • Take and process client trade orders quickly and accurately
  • Research and resolve basic and administrative problems
  • Assist in the development and implementation of policies and procedures
  • Support ProFunds and ProShares sales and marketing campaigns
  • Interface with outside service providers (e.g., transfer agent) as required
  • Maintain knowledge of legal requirements and government regulations affecting Mutual Fund and Exchange Traded Fund industry
  • Ensures policies, procedures, and reporting are in compliance
  • Contribute to completion of department initiatives
  • Perform other duties and responsibilities as assigned
  • NASD Series 7 and 63
  • 2 years experience with inbound customer service calls and/or outbound sales
  • Mutual fund, exchange traded fund, or securities background with an emphasis on client services/customer service
  • Excellent analytical and problem solving skills with a high degree of customer focus
  • Innovative thinking with the ability to adapt quickly to change
  • Effective written and oral communication skills and excellent interpersonal skills required
  • Knowledge and expertise in Microsoft office products and internet
  • Ability to work in a fast paced team environment without close supervision to the highest levels of quality and communicate problems and/or concerns in a timely fashion
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Client Services Associate Resume Examples & Samples

  • Bachelor’s degree or equivalent work experience combined with a technical school certification
  • Minimum of 1 years of call center experience
  • Demonstrated ability in handling multiple priorities in a fast-paced environment
  • Must be able to work well in a team environment and contribute to team achievements
  • Ability to plan, organize and prioritize workload in an efficient manner
  • Advanced English Language skills, both verbal and written
  • Demonstrated ability to effectively communicate with all levels of personnel within the organization
  • Problem-solving and analytical skills
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Client Services Associate Resume Examples & Samples

  • Provide excellent customer support to ensure maximum satisfaction and a positive experience for our clients
  • Maintain stock option, restricted stock, and employee share purchase plan data on Solium's proprietary platform Shareworks
  • Process transactions related to restricted stock or employee share purchase plans
  • Answer client questions and issues as they arise and escalate appropriately
  • Regularly interact with account teams and other Solium contacts for assigned accounts
  • Participate in ongoing educational training to expand knowledge base
  • Deliver optimum service to our customers, including corporate client account administration and phone coverage as required
  • Track open issues and handle problem situations, escalating as appropriate
  • Resolution of errors reported by system monitoring tools
  • Production of financial and administration reports
  • Manage customer expectations to ensure maximum satisfaction with Solium's products and services
  • Support miscellaneous tasks and projects as assigned
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Client Services Associate Resume Examples & Samples

  • Provide support and information to customers over the phone and through written communication
  • Actively promote and upsell Fidelity’s products and services
  • Take ownership of customer queries – addressing the root causes of issues and resolving them to the complete satisfaction of each client
  • Identify improvements in our processes and procedures
  • Work efficiently and effectively to meet team targets
  • Stay up-to-date with products and processes through regular training and continuous learning
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Client Services Associate Resume Examples & Samples

  • Project accounting, financial analysis and contracts management ? work with accounting and finance teams to maintain complete and accurate project financials, budgets and forecasts. Conduct project, client and team financial reviews and analysis for Delivery and Sales leadership
  • Delivery Management ? Support the delivery management team in establishing and executing processes to track project budgets, quality overviews and governance of our key client engagements
  • New Project Setup ? track resource allocation and assist in on-boarding new team members. Maintain on-boarding documents and training plans to help all new hires become productive on customer assignments and soon as possible
  • Business Development - Provide business and proposal development support by preparing proposal responses, aligning recruiting efforts and assembling the resource team for proposals and engagements
  • Client support activities-work with Sales and Delivery executives to set up client conferences, tradeshows and customer outings to drive Celerity brand and foster business relationships
  • Minimum of a Bachelor's Degree
  • 1 ? 3 years of office experience, either internships or full time
  • Interest in pursuing a career in business consulting
  • Ability to multi-task and be successful in highly dynamic roles where priorities shift on a frequent basis
  • Excellent interpersonal, organizational, written and verbal communication skills
  • Highly proactive with ability to change direction quickly and take on new tasks
  • Proficiency with Microsoft Office Suite, include excel and powerpoint
  • Strong results oriented approach
  • Self-motivated and possess a great sense of urgency
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Registered Client Services Associate Resume Examples & Samples

  • Markets and coordinates corporate access and analyst meetings
  • Outlines proposed meeting schedules, solicits interest from investors, and sets the schedule based on management targets and commission levels
  • Acts as liaison to the roadshow desk
  • Maintains detailed working spreadsheets of upcoming marketing trips
  • Updates and monitors client research report subscriptions
  • Coordinates and facilitates conference calls between clients and analysts
  • Operates standard office equipment and uses required software applications
  • Ability to learn both general and nuanced information for each client account under the sales assistant’s purview
  • Planning and organizing non-deal roadshows, analyst marketing and conferences
  • Marketing sponsored events to appropriate clients
  • Outlining logistics of meetings and travel that collectively satisfy the needs of sales, management, analysts and clients
  • Responding professionally to inquiries and researching and resolving problems in a timely manner
  • Using standard office equipment and required software applications for electronic communication, spreadsheets and databases
  • Attend to detail while maintaining a big picture orientation
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
  • Communicate effectively, both orally and in writing
  • Provide a high level of customer service, including demonstrating sensitivity to customer needs and responding proactively
  • Establish and maintain effective working relationships with others
  • Maintain currency in sales/ trading polices and procedures
  • Minimum of three (3) to five (5) years’ experience in a sales and marketing environment or financial services industry
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Client Services Associate Resume Examples & Samples

  • ·On boarding new customers
  • ·Routine calling program with existing customers
  • ·Providing customer support via our CRM system
  • ·Acquisition of new customers via email and telephone
  • ·Engagement program renewals
  • ·Identifying new opportunities and implementing strategies to gain new customers
  • ·Creating sales and client support material in order to assist with our programmes
  • Administration tasks including reporting from our various in-house systems to support Client Service work and Sales support
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Client Services Associate Resume Examples & Samples

  • Serves as first point of contact and interacts continuously with clients, customers, and guests thereby serving as the first impression for our company to these individuals
  • Front Desk administration including phone coverage (Reception)
  • Maintains best in class customer service delivery at all times
  • Directs visitors and manages incoming telephone calls for the office
  • Manages the visitor log and company lobby areas to comply with Workplace Health, Safety, and Environment policies and laws
  • Serves as secondary contact for employees and vendors regarding all local Facilities issues
  • Serves as secondary liaison for all maintenance and repair issues between building, Property Management, and outside vendors
  • Orders and assists with some stocking of supplies for the office and the break room, to include: food, drinks, utensils, etc
  • Provides book-keeping and accounting support for the local operation
  • Provides guidance to vendors in delivery of services
  • Completes minor projects assigned by the office manager
  • Works on assignments that are semi-routine in nature but recognizes the need for occasional deviation from accepted practice
  • Customer Service: Requires high performance in delivering best in class customer service
  • Communication: Requires strong oral and written skills, professional business appearance at all times
  • Organization: Requires attention to detail, ability to effectively multi task and prioritize responsibilities, extensive experience in most responsibilities as listed in the Job Description, and has advanced skills for developing systems and processes for smooth office operations
  • Attitude: Self-motivated with the ability to work with little direct supervision. Team player with positive attitude to challenges
  • Education/Experience: A minimum of 2 years of related experience is a plus, however we encourage recent College graduates to apply
  • Computer Skills: Ability to use office applications, and prior experience with Oracle is a plus
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Client Services Associate Resume Examples & Samples

  • Gathers information, researches and/or resolves inquiries
  • Uses the organization's resources to enhance customer / client satisfaction
  • Evaluates improvements to various systems
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Client Services Associate Resume Examples & Samples

  • Portuguese required / Spanish strongly preferred
  • 3-5 years’ experience in a fast paced and agile customer service environment
  • Understanding of events industry
  • Strong interpersonal and relationship building skills; strong team player
  • Superior written and verbal communication skills; including presentation and facilitation skill sets
  • Well defined time management and organizational skills; ability to prioritize workload and operate with a structured and passionate approach/methodology to deliver results
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Client Services Associate Resume Examples & Samples

  • Build relationships with existing clients to ensure that they are engaged and getting the most value from our services
  • Proactively work with clients to understand their current IT related business initiatives and align them to the appropriate Gartner research and expertise
  • Engage with C- Level executives and conduct client meetings over the phone
  • Partner with Sales Executives to manage client relationships
  • 1+ years of experience within a professional business setting AND/OR recent graduates with 1-2 business related internships
  • Experience within a performance based environment preferred
  • Passion for customer service
  • Excellent verbal and written communication skills (Organize and communicate information clearly)
  • Strong computer efficiency (Microsoft Office Suite)
  • Interest or experience in IT related industry
  • Ability to plan and prioritize daily tasks and responsibilities
  • Ability to work independently to meet individual performance goals
  • Proven ability to build relationships
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Client Services Associate Resume Examples & Samples

  • 1-3 years of direct drug development research or other scientific-related experience preferred
  • Ability to work to deadlines
  • Ability to communicate appropriately and effectively with clients
  • Positive attitude and sense of urgency
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Senior Client Services Associate Resume Examples & Samples

  • 2-4 years of direct CRO/pharma or other business-related experience preferred
  • Demonstrated computer skills – requires excellent MS Office experience (specifically Excel, Word, Outlook)
  • Demonstrated ability to plan, multi-task and prioritize
  • Demonstrated teamwork, communication (written and verbal), and organizational skills
  • Experience in a scientific or logistics environment is a plus
  • Knowledge of other software applications (i.e. SFDC) preferred
  • Ability to communicate appropriately and effectively with clients and internal partners
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Preferred Banking Client Services Associate Floater Resume Examples & Samples

  • Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, Purchasing and selling of foreign currency and foreign drafts, or any other banking needs and able to balance within 30 minutes
  • Be able to navigate research and answer questions using our check image and check 21 programs. Have an understanding on how to read our customer’s documentation using the OnBase program
  • Work with internal departments to confirm and update client information, help expedite any research requests and/or refer them to the appropriate department to meet requests in a timely manner
  • Accuracy
  • Positive Attitude
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Institutional Client Services Associate Resume Examples & Samples

  • Develop and maintain excellent relationships with both existing and prospective investors to streamline information delivery; preparing document requests, due diligence questionnaires and presentations
  • Ensure best-in-class accurate and timely support when booking, reconciling and summarizing capital activity (i.e., subscriptions, redemptions, transfers) liaising across internal teams and external administrators
  • Collaborate closely with various teams throughout the organization including accounting, engineering, risk, legal and compliance to assist with the development of client materials and analytics
  • Assist with a variety of bespoke projects and process improvement initiatives
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Glcm Client Services Associate Resume Examples & Samples

  • Communicate with stakeholders at a regional/global level; ensure effective internal and external communication and sharing of such projects. Serve as liaison between Client Service and other project stakeholders
  • Support the Regional Head of CM to ensure the performance objectives of the business are achieved. Work beyond the scope of the Service function, to support sales, product, operations and the rest of Client Management to deliver the strategic objectives of the business
  • Act as a service sponsor to support all top tier clients
  • Minimum of 4 years working in the banking industry
  • Bachelors degree in business, related field or equivalent work experience
  • In-depth knowledge of industry standards related to all Cash Management products and services
  • Experience with or knowledge of local regulatory requirements related to Anti-Money Laundering
  • Proven ability to deliver creative and flexible customer solutions
  • Ability to understand a customers business and the fundamentals of running a business
  • Ability to interact with business customers at all levels
  • Excellent interpersonal skills and ability to interact and build relationships with internal and external stakeholders
  • Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations
  • Experience in driving team and individual performance to achieve customer and financial targets
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Client Services Associate Resume Examples & Samples

  • Excellent interpersonal relationship building skills
  • Extremely organized and highly motivated
  • Familiar with Microsoft Suite and Project Plan
  • Commitment to teamwork and results
  • Understanding of the overall translation processes is preferred
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Client Services Associate Resume Examples & Samples

  • Providing excellent customer service to clients both internally and externally
  • Administrative support of Financial Advisors including calendar management and office management
  • Servicing of Client Accounts including opening and closing accounts
  • Processing IRA withdraws, processing appropriate paperwork
  • Ensure compliance paperwork with all transaction
  • Answering client questions regarding statements and Accounts
  • Act as a liaison between Financial Advisors and clients
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Client Services Associate Resume Examples & Samples

  • Manages customer purchase order process in accordance with forecast and contract adherence
  • Manages the client relationship with the customer representative(s) through meetings, site visits, teleconferences, and other forums to ensure that issues are addressed and timeline activities are met
  • Manages all customer supplied Active Pharmaceutical Ingredient (API) and material requirements as needed, including changes and deliveries to support the agreed site operations plan
  • Mitigates any outstanding issues affecting production or release of product with client
  • Monitors product supply chain for specification changes and deviations that impact product supply and coordinates timely resolution
  • Communicates and resolves issues with client, business management, and demand and supply chain staff
  • Executes/facilitates routine customer requests such as inventory report requests, batch status requests, sample requests, and documentation/paperwork requests
  • Attends/supports the demand and supply meetings and Customer Sales and Operations Planning (S&OP) meetings, ensuring client requirements/commitments are accurately represented
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Institutional Client Services Associate Resume Examples & Samples

  • Dedicated support to key institutional client accounts assigned
  • Management of client related projects (dedicated service initiatives, custom configurations, etc.)
  • Problem management with focus on wide scale service issues. (Trade and margin analysis, account configuration and funding, cash and derivative products, global exchanges and technical services)
  • Investigation of customer inquiries regarding trade-related issues (e.g., executions, position liquidations, order trigger conditions, trade cancellation requests, etc.)
  • Analysis of existing systems and procedures in order to recommend and assist in the implementation of enhancements
  • Resolution of client inquiries, concerns and complaints via telephone, e-mail, and on-line chat
  • Education: Degree in Finance, Economics, Business Administration or other related field
  • Experience: Minimum 4 years financial industry experience with trading or brokerage services background preferred
  • Languages: English and German – French, Spanish and Italian a plus
  • Product Knowledge: General market knowledge in futures, options, and the equities markets
  • IT Skills: MS Office, with Bloomberg knowledge as a plus
  • Strong interpersonal and written communication skills
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Client Services Associate Funds Group Resume Examples & Samples

  • Provide superior and comprehensive service to all individuals who interact with the Fund Services Department
  • Act as the primary contact and support for team of direct shareholders
  • Prepare and send welcome letters to shareholders
  • Generate Account Record Forms
  • Coordinate the processing of transaction and maintenance items
  • Answer questions and research issues
  • Review and approve new account applications
  • Update and maintain procedures
  • Other projects and responsibilities as assigned
  • Bachelor’s degree required, with a strong record of academic achievement
  • FINRA Series 6, 63, and 26 licensed or obtain within 90 days
  • Proficient in Microsoft Excel and Word
  • Strong analytical and communication skills, including telephone communication
  • Comfortable with multiple demands of a fast-paced client service environment
  • Work independently with strong prioritization skills
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Registered Financial Client Services Associate Resume Examples & Samples

  • Engaging clients in meaningful dialogue to identify unstated needs or financial goals and educating clients on how Scottrade products and services may meet those needs
  • Researching, educating and supporting trading for clients in a timely manner and accurately entering client trades
  • Partnering with Branch and Service Center specialty teams to support clients
  • If unlicensed, adhering to Scottrade’s Series 7 and 63 license study time and schedule
  • Performing other duties as assigned
  • There may be opportunities to earn overtime pay when we experience seasonal or market driven increases in call volumes
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Client Services Associate Resume Examples & Samples

  • Manages all service providers (i.e. printers, creative partner, fulfillment partner) to insure client satisfaction with card service and delivery
  • Builds and develops work back schedules for all card program initiatives
  • Acts as liaison between CSL and the client on material production
  • Manages review and approval processes (i.e. eDocket, ZincMaps) as well as all Pharmaceutical Advertising Advisory Board (PAAB) approvals
  • Works with CSL leadership team and outside agencies to develop promotions and promotional materials to increase card uptake and return on investment
  • Develops client marketing material to support card programs (HCP faxes, call scripts, detail aids, brochures)
  • Coordinates the preparation and delivery of RxHelp card and other materials to customers
  • Works with our adjudication partner company to insure adequate inventory is available for all fulfilment
  • Develops, manages and maintains strong relationships with major customers and partners
  • Creates, enhances and consistently maintains high corporate profile with key customers and strategic business partners
  • Works closely with the rest of the CSL team to gather feedback from customers on requirements and business needs
  • Works with the CSL Team to resolve complex business issues or concerns
  • Provides pre and post-sales support service, ensuring optimum customer satisfaction and maximizing business benefits
  • Interfaces with suppliers to attain and negotiate quotes for creative and printing services
  • Provides assistance and support with the preparation of proposals (writes copy and reviews and edits copy written by other members of the CSL team)
  • Liaises with the Account leads to maintain maximum levels of account support
  • Is a CSL expert and liaison with PAAB (the board that reviews all marketing materials and programs created by the pharmaceutical industry)
  • Acts as a point of contact for technical queries, HCP and patient inquiries (through questions@rxhelp.ca)
  • Completes and submits Adverse Event reports
  • Other related activities as assigned
  • Bachelor degree, Business, Science or Arts
  • 3-5 years total combined experience in marketing, client services and/or account management
  • Ability to prioritize and multi-task
  • Ability to apply critical thinking skills in order to solution problems
  • Bilingualism an asset
  • Highly organized with strong attention to detail
  • Extensive knowledge of the Pharmaceutical Industry, specialty programs and ideally a good understanding of the PAAB Code
  • Strong writing and editing capabilities
  • Ability to work on many projects at once with various individuals
  • Strong Knowledge of Microsoft Word, Excel, PowerPoint and other Office Programs
  • Knowledge of graphic illustrator or Photoshop an asset
76

Senior Client Services Associate Resume Examples & Samples

  • 2-4 years work experience in a scientific, research, or pharmaceutical related field
  • Knowledge of other software applications (i.e. SFDC and CRM) preferred
  • Demonstrated teamwork, positive attitude and organizational skills
77

Client Services Associate Resume Examples & Samples

  • Must have a great phone demeanor and professionalism
  • Ability to communicate clearly, listen thoroughly and respond quickly on the phone
  • Must be familiar with the Internet and be technology-savvy
  • Possesses a strong attention to detail
  • 2 years of college is a plus
  • Basic Excel skills required, with advanced Excel skills a plus
  • Organized and punctual
  • Able to think quickly on their feet and respond to prospect rebuttals
  • Great computer skills
  • Strong written communication skills for email follow-ups
  • Ability to function under pressure
  • Works well within a highly competitive environment
  • Ability to achieve and maintain individual goals
  • Exercises great team work and enthusiasm
  • Executes excellent communication and listening skills
  • Ability to take on special projects and reporting on a regular basis
  • Ability to work within the appropriate level of independence
78

Client Services Associate Resume Examples & Samples

  • Establish new accounts and services for non-retirement, retirement accounts, and 529 plans
  • Process new and subsequent investments using AWD and TA2000 systems
  • Review transfer paperwork sent in from the field to initiate a transfer from another financial institution to Waddell & Reed
  • Communicate with Waddell & Reed Advisors by fax/letter
79

Client Services Associate Resume Examples & Samples

  • Ensures that all client inquiries are responded to within defined service levels and in line with Vanguard standards. Ensures the timely and accurate processing of all transaction requests. Accountable for ensuring that clients receive a level of service appropriate to their needs
  • Communicates effectively with clients and third parties keeping them informed of change/issues etc
  • Able to represent Vanguard in face to face meetings including providing support materials
  • Liaises with contracted third party on service delivery
  • Assesses client needs, expectations and behaviours as a basis for recommending service enhancements. Influences strategic initiatives to ensure that Vanguard provides client service that exceeds expectations. Supports continuous improvement initiatives for internal and external processes and services
  • Ensures that policies and procedures are continually followed and that key business unit indicators are met
  • Proactively manages internal client relationships (i.e. Sales, Legal, Compliance, Operations, Service providers, Fund Financial Services and Systems Integration) to ensure support for clients’ needs
  • Maintains an appropriate level of Vanguard and industry knowledge including keeping current on Vanguard and policies and objectives. Strong awareness of industry competition, including types and levels of service offered. Reviews client satisfaction measurement results and competitive measures
  • Manages client data for internal recordkeeping purposes. Produces management information and internal updates on client activity. Escalates appropriately and is risk aware
  • Participates in special projects and cross-functional teams/initiatives as needed and performs other duties as assigned
  • Undergraduate degree or equivalent combination experience and training and experience; graduate degree preferred
  • Minimum two years related business experience
  • Strong foundation of mutual fund industry and basic investment knowledge
  • Ability to interact at all levels of the organisation
  • Language skills: English and German / French
  • Effective interpersonal skills
  • Knowledge of Powerpoint, Access and Excel would be valuable
80

Client Services Associate Resume Examples & Samples

  • Respond to client requests for new project initiatives through our centralized technology
  • Collaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requests
  • Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion
  • Ensure that any pitfalls are addressed and resolved with the client before being submitted to the production team
  • Where applicable, initiate some project specifics to set the production team / individual project up for success
  • Take a proactive role in learning about clients’ industry, business needs and company culture, educating the project team, and providing a high level of service
  • Serve as the central point of contact for and liaison between external client contact and internal production staff
  • Comply with internal regulations, processes and procedures in line with ISO standards
  • Potentially trouble-shoot problem projects
  • Understand and abide by individual project instructions and effectively communicate to the production team
  • Investigate client complaints where applicable
  • Discuss issues with clients and production staff and creatively problem solve to alleviate issues
  • Superior organization skills, time management, and attention to detail
81

Client Services Associate Resume Examples & Samples

  • Helping clients to navigate and extract data from the S&P Global Market Intelligence product range
  • Provide assistance with building models using the S&P Global Market Intelligence Excel Plug-in
  • Liaising with the content, commercial and technical teams to address any client queries and ensure our data is maintained to the highest standards
  • Proactively reaching out to clients for training (this will apply towards the later stages of development once fully fluent and certified on the product range)
  • Logging all client interactions using our CRM tool (Salesforce) for internal analysis
  • Providing our clients with face to face/WebEx training
  • Getting involved in special project initiatives where determined necessary by management
  • To be challenged on a daily basis with a steep learning curve
  • To work with a broad range of clients including investment banks, private equity firms, insurance companies, corporates and investment managers
  • To develop and use your communication, presentation and commercial skills
  • To be part of a large, fun and international team (15 nationalities)
  • Fantastic opportunities for growth within S&P Global Market Intelligence
  • Excellent benefits
82

Client Services Associate Resume Examples & Samples

  • Bachelor's degree in Business Administration is preferred
  • 2-3 years Advanced customer service skills
  • Excellent English written and oral communications skills
  • Advanced organizational skills
  • Strong PC/mainframe/internet skills
  • Mainframe or Access experience a plus
  • Intermediate knowledge of MS Excel
  • Ability to handle multiple tasks and priorities
83

Client Services Associate Resume Examples & Samples

  • You will engage internal customers to gather job requirements and translate customer requirements into detailed manufacturing/kitting instructions and shipping/postal instructions for disposition of the customers’ products
  • You are responsible for providing all necessary support to sales/customer, including but not limited to the following: receive calls, faxes, mail, and email; provide proof of delivery and order status upon request
  • You will ensure job instructions are verified and change notices processed (including pricing and quotes) in the various manufacturing systems
  • You will be expected to provide quality review on your own
  • You are expected to verify composition or perform copy prep, as needed for order processing purposes
  • You will coordinate all corrections and/or changes that occur during work-in process through written and/or verbal instructions
  • You will be expected to act as a communication link between external customer/sales and all internal departments
  • You will engage in the Corrective Action process which includes investigative root cause and actionable improvements
  • You will assist to create and/or update process documentation, workflows and job aids specific to your customer base and position and make them available for use by other team members
  • You will have data entry responsibilities; including, but not limited to: setting up new items, jobs, google docs and managing current inventories
  • You must have the ability to follow company policy and understand any rules or regulations governing the work being completed
  • You must have the ability to understand the impact your work has on your department, customer or company
  • In order to complete duties successfully, you must have good working knowledge of technology to include computers and software programs such as MS Office or other programs that may be specific to the job
  • You must be able to manage daily contact with internal and external customers while completing daily work assignments,
  • You must possess very good oral and written communication skills sufficient to explain departmental policy, methods and/or procedures when completing assignments
  • You must have very good organizational skills that are sufficient to accomplish work by established deadlines
84

Client Services Associate Resume Examples & Samples

  • Understand client relationship dynamics, sell and cross-sell the Firm’s products and learn how to represent the Firm with clients on important business issues
  • Build relationships with key decision makers at the client
  • Introduce Prime Brokerage technology and services to clients as appropriate
  • Monitor client trading trends and understand their rationale
  • Review balance trends and percentage of business within Societe Generale’s Prime Brokerage business
  • Assess Prime Brokerage revenue with service offering to ensure proper balance
  • Gain a holistic understanding of both the hedge fund industry and the multiple touch points across the Firm
  • Good work habits - must plan, organize, and schedule in an efficient and productive manner, finishing work on time and in priority order, making her or himself do what needs to be done
  • Team player - must reach out to peers, form partnerships, and cooperate with superiors to establish an overall collaborative working relationship
  • Commitment - must be committed to a long-term career at SG and to the long-term success of her/his team and our Business
85

Client Services Associate Resume Examples & Samples

  • Handles all work in the Occupational Health Filing Room at St. Luke's North
  • Can assist with EPIC and Systoc registrations
  • Answers telephone and retrieves messages from voice mailbox
  • Maintains an accurate patient file
  • Communicates with doctor’s offices regarding patient information
  • Sends specimens to the lab when necessary
  • Picks up mail from Mailroom and delivers office mail to the Mailroom when necessary
  • Prepares charts for next appointment including obtaining records and verifying that referrals are present, pulls delivered charts and forwards pertinent records to appropriate areas
  • Participates in the collection of patient co-pays and account balances
  • Maintains a working knowledge of policies and procedures pertaining to outpatient registration and scheduling
  • Verifies, in an accurate and timely manner, the necessary financial information that will ensure the maximization and timely receipt of insurance payment (i.e. verification of insurance information, obtaining precertification/referral forms when necessary.)
  • Will be trained in drug screen collection and processing
86

Client Services Associate Resume Examples & Samples

  • Basic knowledge of P&C industry and products (Business performance/business acumen & optimizing work processes)
  • Demonstrate the ability to deliver “Best in Class” service (Client relationships/customer focus)
  • Basic organizational and analytical skills (Individual performance/Organizational agility)
  • Competent written and verbal communication skills (Client relationships/informing & presentation skills)
  • Quality conscience with an emphasis on details (Business performance/Optimizing work processes)
  • Basic problem solving skills (Individual performance/problem solving)
  • Demonstrate the ability to conduct relationship building and competent interpersonal skills (Team performance/peer relationships)
  • Demonstrate a working knowledge of MSWord and MSExcel software and a strong aptitude for PC and internet usage. (Business performance/Optimizing work processes)
  • Ability to work in a fast-paced and ever-changing environment (individual performance/Dealing with ambiguity)
87

Client Services Associate Resume Examples & Samples

  • Accurately schedules patient appointments for: Perinatal Center, Genetic Counselor and other support services
  • Accurately completes the registration process of patients in the appropriate computer systems for: Perinatal Center, Genetic Counselor, and other support services
  • Assures communication of patient arrival to appropriate disciplines and directs patients to the appropriate area
  • Contacts patients 24 – 48 hours prior to appointment to verify appointment time if automated system not available
  • Performs above duties at satellite sites as well as primary site
88

Client Services Associate Resume Examples & Samples

  • Must have at least 1 year of Customer Service or Sales experience with demonstrated professional phone demeanor
  • Ability to communicate clearly both orally and in writing
  • Capable of listening thoroughly and responding quickly via phone or email
  • Must be Internet and technology-savvy, basic Excel skills required
  • Possesses a strong attention to detail, skilled at time management, and highly organized
  • Works well within a highly competitive environment and able to function under pressure
  • 2+ years of college is a plus
  • Previous experience using Salesforce or other CRM tool a plus
  • Knowledge of MINDBODY software or the MINDBODY App as a client or consumer is a plus
89

Senior Client Services Associate Resume Examples & Samples

  • High school diploma required (Bachelor’s degree in business, English, healthcare, finance or legal preferred)
  • Must have world-class written and verbal skills
  • Must be highly organized, high attention to detail
  • Team player mentality is strongly preferred
90

Client Services Associate Resume Examples & Samples

  • A minimum of 2 years’ prior Customer Service experience in a service oriented environment
  • Demonstrable ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level
  • Ability to understand clients’ needs and to increase customer engagement
  • Ability to anticipate customers’ needs and match them with appropriate products and services
  • Excellent listening, problem resolution, negotiation and presentation skills
  • Strong persistence levels and strong follow-up skills
  • Prior CRM experience a must
91

Client Services Associate Resume Examples & Samples

  • Provide range of internal client service support to new and existing clients, as a compliment to the external support provided by our Sales Team and Relationship Managers, ensuring clients' needs are understood and acted upon in a timely manner
  • Assist with on-boarding services of new Macquarie Institutional Portfolios, Collective Investment Trust and Hedge Fund accounts by liaising with key internal and external parties to ensure seamless transition from previous respective manager to Macquarie Investments (e.g., sales, consultant relations, Relationship Managers, legal/compliance, investment accounting, operations, portfolio management teams, custodian banks, clients, consultants and transition managers and other contractual business partners)
  • Facilitate client trade activity across various investment vehicles
  • Coordinate and monitor ongoing administrative client servicing activities for all Macquarie Institutional Portfolios, Collective Investment Trust and Hedge Fund account clients
  • Responsible for monthly, quarterly, semi-annual, and annual reports for Macquarie Institutional Portfolios, Collective Investment Trust and Hedge Fund account clients and their consultants. Primary reports include ERISA 408(b)2 reporting requirements, performance reporting, compliance reports, audit requests, portfolio overviews as well as any ad-hoc reporting
  • Respond to ad-hoc requests from multiple internal and external constituencies; research and respond to issues and problems raised by clients and consultants
  • Support efforts for client receivables related to mergers and acquisitions and maintain on-going contact with new teams once integrated to Macquarie Investments
  • Work with Product Management Team to provide statistical information for various types of fund decisions
  • Participate on project teams related to Fund proxies and coordinate client follow up
  • Provide back up support for department manager and represent the team in internal meetings comprised of all levels of senior management
  • Assist in the interviewing and subsequent training of new members of the team
  • Back up support for all daily client related standing requests and ad-hoc emails directed to the team
  • Bachelor's degree required, preferably in business/finance or a related field
  • 2 – 4 years financial services industry experience preferred
  • Obtain Series 6 and 63 as required. As a licensed representative adhere to all regulations and abide by Macquarie Investment's Code of Ethics
  • Ability to learn and adapt to changes in technology
  • Must be self-directed, able to take initiative and work independently
  • Experience with Customer Relationship Management (CRM) programs
  • Strong computer skills, with in-depth knowledge of Microsoft Excel and Word, as well as the ability to quickly learn and utilize multiple other applications
  • Possible travel required
92

Client Services Associate Resume Examples & Samples

  • Providing excellent customer service to clients
  • Performing clerical functions such as preparing correspondence, receiving visitors
  • Arranging conference calls, travel arrangements, and scheduling meetings
  • Responding to basic client questions and needs
  • Performing Account transactions including closing, open, and withdraws
  • Maintain client files in compliance with FINRA
  • Assist with creation of reports and portfolio presentations for clients
  • 202-626-0280
93

Client Services Associate Analyst Resume Examples & Samples

  • Must be computer literate, with intermediate to advanced level experience using Microsoft Office products; Advanced knowledge of Excel and demonstrated capability with utilizing pivot tables and databases
  • Ability to quickly learn new systems, adapt and refocus in a fast-paced, agile operational environment
  • Interview and select candidates for Customer Care Specialist positions
  • Ability to analyze and evaluate recruiting and interviewing processes to maximize results
  • Ability to analyze and evaluate turnover data to aid in the improvement of staff retention
  • Ability to relate well to people of varying backgrounds
  • Ability to work under pressure in order to meet deadlines; work efficiently with high quality
  • Ability to manage multiple tasks and priorities / possess strong organizational skills
  • Ability to analyze data and identify trends, solve problems, and opportunities for improvement
  • Ability to identify when situations require assistance or escalation
  • Strong analytical skills; Able to quickly evaluate data and provide recommendations relative to staffing and projected call volume; Ability to work efficiently with a high level of quality
  • Experience in using a call management system tool; Avaya CMS preferred
  • Ability to create reports efficiently and effectively when given the desired data output or results
  • Able to quickly identify patterns, trends or a volume of calls which shows unusual activity
  • Ability to troubleshoot and research anomalies in data captured by telephony systems
  • Solid communication skills – written, verbal, and interpersonal
  • Maintain positive, consistent and effective communication with all members of the call center team
  • Ability to maintain professional standards, demeanor and ethics at all times
  • Minimum of two (2) years of experience in a data analyst and/or staff recruiting capacity, or combination thereof
94

Client Services Associate Resume Examples & Samples

  • Bachelor’s degree (human service field preferred
  • Passion for providing services to Intellectually/Developmentally Disabled clients a plus
  • Prior health care, home care or recruiting experience preferred
  • Ambition to grow and advance beyond current position
  • Strong interpersonal, PC and communication skills (phone marketing and data entry ability)
95

Client Services Associate Resume Examples & Samples

  • Four year college degree (prior health care, home care and recruiting experience a plus)
  • A demonstrated record of strong interpersonal skills and goal achievement
  • Strong PC and communication skills (including solid phone marketing & data entry ability)
96

Client Services Associate Resume Examples & Samples

  • Prior knowledge of/experience with Medicare Home Health a plus
  • Prior medical office or home care experience preferred
  • Prior supervisory experience a plus
  • Strong computer skills (electronic medical record) skills required
97

Client Services Associate Resume Examples & Samples

  • Receiving and processing requests for home care services
  • Scheduling caregivers
  • Coaching and supervising field staff
  • Addressing customer service issues
  • Billing for services
  • Reviewing time sheets and processing weekly payroll
  • Prior experience in case management or social services/social work a big plus
  • Proven customer service experience
  • Excellent time management and strong attention to detail
  • Exceptionally strong work ethic
  • Team player with an “all hands on deck” attitude
  • Organized/able to multitask
  • Alignment with The BAYADA Way
98

Client Services Associate Resume Examples & Samples

  • Receive and process new requests for home care services
  • Schedule caregivers
  • Address customer service issues
  • Build relationships with clients, families, medical personnel, referral sources & community resources
  • Learn to recruit best-in-class field staff (RNs, LPNs)
  • Attend occasional off-site events
  • Provide overall support to office team
  • Bachelor's Degree strongly preferred
  • Prior experience with case management and/or scheduling/staffing
  • All hands on deck attitude
  • Demonstrated ability to multi-task, resolve issues, and quickly switch gears
  • Alignment with BAYADA's core values of Compassion, Excellence and Reliability
99

Client Services Associate Resume Examples & Samples

  • Developing authentic relationships with clients, by providing outrageous levels of service and
  • Proactively organizing all aspects of the Client Portfolio Manager's client relationships - F.O.R.M, setting appointments, following up on documentation, participating in marketing and business development
  • Assisting clients and Portfolio Managers with their trading and administrative requirements including spreadsheet development and the development and documentation of client financial plans and investment policy statements
  • Working collaboratively with client accountants during tax time - providing tax slips, statements and tax packages, and troubleshooting client and accountant questions
  • The ability, passion, and skills to proactively administer and service 100+ high net work clients
  • A proven track record of successfully building relationships with clients
  • Strong communication skills and the ability to work productively within a team and ownership culture
  • Proactive self-starter
  • Very strong knowledge of the investment industry, and the client service component of that; documentation, compliance and trading
  • Current registration in an IR or RR capacity with IIROC is strongly preferred
100

Client Services Associate Resume Examples & Samples

  • Client-specific program oversight and MTM program status report generation
  • Oversee the day-to-day interactions with current clients, while aiding in implementation of new clients
  • Assist in preparation of reports for client meetings
  • Manage client calls to ensure reporting feedback is complete and clients are aware of their network performance
  • Help establish benchmark aggregation and client-by-client data tracking
  • Maintain ongoing coordination with various other internal departments as related to assigned clients
  • Minimum of 2 years functioning within MTM program systems
  • Technical proficiency related to PC and basic office software
  • Ability to communicate across all levels of an organization, demonstrating professionalism and good judgment at all times
  • Must be able to manage competing demands and multiple priorities, while maintaining a strong attention to detail
  • Must be able to travel overnight up to 15%
  • Applies working knowledge in the application of concepts, principles, and technical capabilities to perform varied tasks
  • Works on projects of moderate scope and complexity
  • Identifies possbile solutions to a variety of technical problems and takes actions to resolve
  • Applies judgment within defined parameters
  • Receives general guidance may receive more detailed instruction on new projects
  • Work reviewed for sound reasoning and accuracy
101

Client Services Associate Resume Examples & Samples

  • Respond to client requests for new project initiatives. The Account Manager collaborates with various members of the production team to assess the scope of work and produce cost estimates for web and software localization as well as traditional translation projects. The Account Manager assesses the competitive landscape, develops project proposal and negotiates budget and schedule with the client
  • Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion. The Account Manager is responsible for ensuring that any pitfalls are addressed and resolved by the project team
  • Superior written and spoken communication skills in English. Knowledge of Spanish would be beneficial
  • Ability to calculate discounts, interest, commissions, proportional percentages. Ability to apply these concepts to develop practical solutions
102

Private Client Services Associate Resume Examples & Samples

  • Work with Trading on the authorization of investment orders and market deals
  • Work with the Portfolio Managers to effectively support the mandates and client portfolios
  • Oversee client accounts to ensure they are properly constructed, reflect Portfolio Manager convictions and remain in compliance with client investment guidelines, internal investment policies and market regulations
  • Coordinate corporate action workflow, interact with Portfolio Managers and work with the asset team, legal team and other departments to complete activity
  • Administer client accounts, including recurring distributions, asset allocation implementation and tax loss harvesting requests
  • 1+ year of experience in the financial services industry preferred
  • Undergraduate degree required, participation in the CFA program preferred
  • Strong Microsoft Excel skills (v-lookup, pivot tables, etc.) and VBA preferred
  • Ability to translate business concepts using new technical applications with the ability to improve or automate processes
  • Good team player with strong interpersonal and communication skills
  • Ability to balance multiple priorities in a fast-paced environment with an eye for detail
103

Client Services Associate Resume Examples & Samples

  • Provide assistance to clients based upon their needs and challenges and own any issues from start to finish ensuring total client satisfaction in order to encourage client loyalty
  • Screen, prioritize, and distribute Invoicing and Quarterly Reports
  • New account set up and maintenance: Paperwork preparation and processing
  • Workflow management & ongoing maintenance of client files
  • Work closely with Portfolio Management Team to assist with client questions
  • Handle mass communication to clients
  • Ongoing project support for manager & team members
  • Series 65 license required or must be obtained within 6 months. Training provided for qualified candidates
  • Excellent verbal and written skills including professional telephone etiquette in order to effectively communicate with both internal and external customers
  • Experience in administration of client and prospect data in Salesforce CRM a plus
  • Organized, methodical with a strong attention to detail. This is a fast paced and high intensity position that requires tenacity, resourcefulness and the ability to multi-task/prioritize
  • Desire and demonstrated ability to work and achieve results in a team environment
  • Strong working knowledge of Outlook, Microsoft Excel and Microsoft PowerPoint
  • High integrity, trustworthiness and ethical standards
104

Client Services Associate, Food Solutions Resume Examples & Samples

  • 1-3 years of Food Science, Customer Service or other business-related experience preferred
  • Excellent customer service skills, attention to detail and ability to be persistent while maintaining tact
  • Demonstrated computer skills – requires excellent MS Office experience (specifically Excel, Word, Outlook)
  • Demonstrated ability to plan, multi-task and prioritize
  • Demonstrated teamwork, communication (written and verbal), and organizational skills
  • Experience in a scientific or logistics environment is a plus
  • Proven ability to work independently
  • Knowledge of other software applications (i.e. SFDC - salesforce.com) preferred
  • Ability to work to deadlines
  • Ability to communicate appropriately and effectively with clients
  • Positive attitude and sense of urgency
105

Client Services Associate Resume Examples & Samples

  • Professionally answer a high volume of phone calls and respond to e-mails from clients and Private Client Groups regarding Balances, Transactions, Debit Card usage/limits, Internet Banking and other general banking queries
  • Assist with various departmental duties, including but not limited to, processing Rate-Pointer requests, sending Company distributed FYI’s, E-statements, card alerts, after-hours card pinning and linking accounts for internal transfers
  • Review client account documentation and ensure information is correct and documentation satisfies security measures, compliance and bank regulations
  • Process e-reports as needed
  • Provide back-up to Internet Banking; answer queries and troubleshoot issues such as enrollment, maintenance, and Bill Pay
  • Minimum 2 years working knowledge of financial services products and platforms required
  • Experience in a call center preferred; experience with Internet Banking, business accounts, and client documentation a plus
  • Customer service oriented with strong interpersonal skills; able to respond promptly to client needs, follow through and resolve issues in a pleasant and helpful manner
  • Detail oriented, organized and dedicated professional
  • Proactive and motivated with good problem solving skills
  • Proficiency in Microsoft Office is required
  • High School diploma or equivalent is required