Executive Services Resume Samples
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Executive Services Resume Samples
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DB
D Beatty
Dayton
Beatty
509 Emelia Alley
New York
NY
+1 (555) 630 3858
509 Emelia Alley
New York
NY
Phone
p
+1 (555) 630 3858
Experience
Experience
Los Angeles, CA
Executive, Trust Services
Los Angeles, CA
Wyman-Schroeder
Los Angeles, CA
Executive, Trust Services
- Outstanding KYC
- Liaise with clients, bankers, advisors, protectors and so on for periodic trust reviews and daily on-going administration matters
- Liaise with the SSC team on trust reviews for Labuan administered trust, ensure that trust reviews for both Singapore and Labuan administered trusts are completed in a timely fashion and outstanding matters be followed up and addressed with adequate diary records
- Liaise with the TMF Relationship Managers (RMs) and where mutually agreed with the RMs, to lawyers, private bankers and internal office liaisons in different jurisdictions relating to trust administration issues
- To build better relations with client directly instead of being dependent on external relationship managers, e.g. discussion of PAR (Performance Analysis Review) report with as a start
- Record work sent to Labuan for action and diaries to ensure that it is completed within the specified deadlines and is to a satisfactory standard. Report on any deviancies to management at weekly meeting, with supporting documentation
- To achieve time cost charging target and ensure WIP is recorded properly
Chicago, IL
Executive Director Professional Services
Chicago, IL
Nicolas and Sons
Chicago, IL
Executive Director Professional Services
- 40% [Primary Function] Delivery of Shared Onboarding Services
- Oversees the execution of shared onboarding services – go-live support services, and shared project staff supporting the strategic PS goals of short time-to-value and positioning clients for strong performance/great results
- Effectively lead a large team across diverse functions, geographies, and cohorts
- Work with PS leaders and Client Org R&D to innovate the way we use these shared teams to drive quality improvement and scale
- Execute and realize the Professional Services vision and strategy in partnership with the PS Leadership Team
- 30% People and Culture
- Recruit, develop, inspire, and retain a large team delivering specialized services during the client onboarding process
present
Houston, TX
Executive Director for Auxiliary Services
Houston, TX
Beatty-Goodwin
present
Houston, TX
Executive Director for Auxiliary Services
present
- Works closely with Facilities Management on all auxiliary projects and assist with project scheduling, budgeting and long-range planning
- Analyzes departmental services and work load factors and implements operational adjustments to maximize efficiency
- Develop and maintain a working business model for each auxiliary unit that meets with the overall strategic plan of the University
- Develops and implements management, policy, and fiscal controls
- Analyzes and evaluates departmental operating budgets and financial reports and implements necessary operational adjustments
- Responsible for any future contract management for auxiliary services
- Ensures that the Kentucky Model Procurement Code is adhered to with all purchases
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Harvard University
Bachelor’s Degree in Business
Skills
Skills
- Demonstrated ability to lead a large and diversified campus service organization
- Demonstrated working knowledge of complex auxiliary budgets
- Demonstrated ability to work effectively with students, faculty/staff, parents and the general public
- Demonstrated managerial skills and evidence of the ability to participate effectively in major policy making of the University regarding auxiliary services
- Advanced ability to develop original ideas and to solve problems
- Advanced interpersonal, leadership and analytical skills
- Proven track record of working independently and creating new and innovative programs and change
- Intermediate computer application skills, including importing/exporting data to/from different applications and MS Office Suite
- Experience with auxiliary third-party contract management
- Experience with self-operated auxiliary units
15 Executive Services resume templates
Read our complete resume writing guides
1
Executive Operational Transaction Services Resume Examples & Samples
- Knowledge of mergers and/or acquisitions transactions
- Experience in re-engineering, turnarounds or business integrations
- Excellent problem solving, project management, facilitation and interpersonal abilities
- Work on client engagement teams executing Operational Transaction Services which support key decision makers in developing and executing strategies for transactions
- Be responsible for assessing the client's state of readiness with respect to people, resources, planning, data collection and strategy, while identifying high-risk areas, unidentified issues and areas for overall improvement
- Assist with the execution of the integration plan while working to constantly identify areas for improvement including resolving integration issues
- Be responsible for creating work products that document the engagement procedures performed against objectives
- Effectively participate on teams with diverse skills and backgrounds, while staying abreast of current business and industry trends relevant to the client's business. Use current technology and tools to enhance the effectiveness of services
- Build strong internal relationships with members of the Operational Transaction Services and other EY services
2
Executive Fso Operational Transaction Services Resume Examples & Samples
- Draft sections of client reports and deliverables, providing insight on operational and IT issues and their impact on transaction rationale
- Perform client and industry research and prepare materials to support client pitches and proposals
- Support the internal project management through the engagement lifecycle including scoping, budgeting and risk management processes
- Financial Services expertise: has a good level of experience in Financial Services, with a focus on operations, technology, strategy and change
- Change management: understands key principles of project and programme management and has some experience of managing change
- Commercial acumen: able to quickly understand the key value drivers in a business and how these impact the scope and approach of an assignment
3
Executive Director, Production Services Resume Examples & Samples
- High School education required
- College degree in Film, Communications or Television Studies desired, or relevant work experience commensurate with education
- Ideal candidates should have at least 4 years experience in a managerial position at a major film studio, and should have a solid knowledge base of and experience managing Production Departments (e.g. grip, set-lighting, wardrobe, etc.)
- Previous Crew experience working in film or TV extremely helpful
4
Executive Operational Transaction Services Resume Examples & Samples
- Operations Management experience is essential - gained with companies in one of the following: industrial/ consumer/high tech products, utilities, logistics, healthcare, telecoms and/or energy
- Functional experience will include manufacturing, service provision, supply chain, R&D, corporate affairs, sales and 'back office'
- Candidates must have Professional services 'advisory' experience - either from within a management consultancy, corporate finance advisory firm or as an 'internal consultant' within a corporate
- Some team leadership skills
- Strong academic record, including a MBA or equivalent
5
End User Services Director Executive Director Resume Examples & Samples
- Minimum Bachelors Degree in a Business or Technology related field. Masters Degree / MBA preferred
- At least 10 years in a client facing / senior stakeholder management (internal or external clients) role
- Ability to demonstrate strong escalation management experience and the successes
- Ability to plan, innovate and work on a strategic level for processes and best practices
- Has a flare for consulting and managing productive relationships with top management
- Outstanding verbal, written and presentation skills
- Banking experience preferred but those from vendor / consulting environment can also be considered
6
Executive Trust Manager Charitable Foundation Services Resume Examples & Samples
- 1) Provide personalized service to clients/beneficiaries at established levels, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to the needs and concerns identified by effective interaction with them, their advisors and where applicable, the Co-Trustees
- 2) Limit corporate risk exposure by ensuring that account administration is carried out in compliance with defined policies and procedures and audit standards, including escalation of issues to the Discretionary Powers Committee as appropriate. Participate as a member/chair of the Branch Discretionary Powers Committee. Perform duties as Officer/Director of private companies in accordance with established governance and compliance standards
- 3) Demonstrate in-depth understanding of clients’/beneficiaries’ exposure to risk in the context of the account administration and ensure full documentation of Scotiatrust activities relative to the account
- 4) Maintain current knowledge of legislative, administrative and economic issues that impact the management of the accounts and demonstrate an ability to communicate on a broad range of legal and financial issues with clients and their advisors, with particular expertise in estates, trusts, wills, investments, charities and not for profit
- 5) Act as a key branch resource in providing training on technical matters
- 6) As a Relationship Manager you are a key member of the Centre’s Team of Experts. You will work closely with the client’s Primary Relationship Manager (PRM) to proactively identify and implement strategies to address client needs. You will actively contribute as a member of the PRM team by updating the PRM/Client Contact database and participating in the client’s annual Financial Plan review process
- 7) You may be identified as the client’s Primary Relationship Manager (PRM) that is assigned to the SPCG Centre professional with the expertise most relevant to the client’s financial priorities. As PRM you will utilize the Financial Planning process to develop an in-depth understanding of your clients’ needs and will serve as a conduit for referrals to the SPCG Team of Experts. You are responsible for developing multiple service client relationships based on formalized client strategies. You will engage and inform the designated Team of Experts as to changes in client information and priorities. As PRM you will maintain SPCG service standards regarding proactive contact, act as central client point of contact for special events, recording and maintaining the Client Contact database and hold and maintain the client’s Financial Plan
- 8) Identify new business opportunities, internal and external, for the Scotiabank Group of Companies that may arise in the course of managing client relationships and where applicable assist in the sales and established referral process
- 9) Contribute to branch profitability by the accurate forecasting and by overseeing the timely collection of fees, including making recommendations regarding situations that may warrant a non-standard fee arrangement
- 10) Accountable for the selection, motivation and development of group or branch staff, including establishing objectives, the Trust Development Program and managing the annual Performance Appraisal cycle, including Performance Appraisal Review (PAR) and Employee Development Plan (EDP)
- Knowledge of the Investment industry
- Knowledge of the Charitable (NFP) sector and taxation
- Knowledge of Trust Accounting principles
- Knowledge of Trust Accounting systems
- Experience as a Director and/or Officer
- Experience in successfully leading a team
7
Transaction Services Executive Resume Examples & Samples
- Support transaction services projects and the teams in the performance of hands on fieldwork
- Manage smaller on site project teams, assuming responsibility for briefing, supervising and developing junior staff
- Manage smaller projects or aspects of larger projects, with particular responsibilities for
8
Beneficiary Services Accountable Executive Resume Examples & Samples
- Developing exceptional service delivery capabilities that will enable our beneficiaries to engage with Prudential in a simplified, consistent and brand building experience across lines of business; and
- Connecting our service delivery capabilities with broader strategic initiatives [such as Prudentials Customer Experience (CX) Survivor Center] that are centered around our beneficiaries and their experience with Prudential
- Transform Prudentials Beneficiary Servicing operations by leading the implementation of multi-year business process, technology and operating model strategic solutions
- Lead the Beneficiary Services organizations delivery of financial and business outcomes, with focus on budgeting, forecasting (capital and resource), planning, and performance reporting
- Proactively consult with U.S. Business Chief Operating Officers and their leaders to identify functional needs
- Develop successful relationships with leaders of other Client Service, Operations, and business unit functions that translate into delivering a unified customer experience
- Oversee regulatory responses for all teams
- Oversee multiple vendor relationships that currently support these functions
- Ensure business strategy drives effective talent deployment while facilitating a focused talent management strategy that drives leveraged knowledge and a strong talent mindset across the organization
- Identify and direct short and long-term operational and strategic goals
- Develop industry leading expertise for the function - Demonstrate thought leadership through identification and implementation of leading practices; leverage technology and create operational efficiencies resulting in enhanced service levels
- Translate strategies into tactics and effectively mobilize resources to achieve intended results
- Establish metrics to define success, gauge progress, and drive business decisions
- Forecast and manage potential risks to the organizations support of business objectives
- Develop and enhance services in response to business unit and regulatory requirements (e.g. risk management, compliance, law, etc.)
- Drive continual process improvements across functions, including resource mix review, for higher efficiency and best practices
- 10-15 years of functional and leadership experience in an operations organization, with significant experience in a leadership position
- Functional knowledge of Beneficiary Services, i.e. Death/Life Claims
- Exceptional relationship management and communications skills including the ability to effectively collaborate with senior business leaders
- Outstanding leadership style including management of vision and purpose, interpersonal skills, executive presence and talent mindset
- Demonstrated ability to lead and drive transformative change that leverages scale and technology enhancement, while also maintaining the ability to sustain current performance within an multi-year phased implementation schedule
- Advanced aptitude to work across businesses, influence peers and senior leaders to gain buy-in and build consensus and partnerships to deliver on objectives
- Extensive experience communicating in challenging circumstances (written, verbal and presentation)
- Embodies an enterprise focus and has the ability to understand and support the market strategy for the U.S. Businesses
- Ability to react quickly to changing business needs and adapt to dynamic business environments
- Ability to identify and capitalize on opportunities generated through centralization
- FINRA Series 99 required within 6 months of hire
9
Executive, Restructuring Services, Belfast Resume Examples & Samples
- Prepare analysis and reports supporting the restructuring assignment as required to be delivered to clients and other parties
- Develop and maintain productive working relationships with management and workforce of the target business as well as its stakeholders
- Coach staff and contribute to performance feedback for staff
- Develop and maintain a self-development program to continually develop your professional skills
10
Executive Services Administrator Resume Examples & Samples
- Minimum 5 years’ experience in a coordination of ground transportation or travel related business
- Friendly demeanor with outstanding customer service skills required
- Knowledge of computerized scheduling systems and Microsoft Office
- Good understanding of aircraft weather issues and weather conditions
- Developed and successfully executed office procedures and standards
- Proficiency in negotiating with airlines, hotels, tour operators, limousine and rental car companies
- Strong network of industry contacts for special favors and immediate solutions when travel problems arise
- Ability to identify, analyze, and develop new products and procedures relating to travel
- Experience working with high level executives with the ability to know the importance of their demands and the level of service required to keep them satisfied
- Ability to resolve difficult problem situations effectively
11
CIB Treasury Services Executive Assistant Resume Examples & Samples
- Excellent in both written and spoken English and Mandarin
- Good interpersonal & communication skills
- Proficiency in MS Word, MS Excel and MS Outlook
- Ability to manage multiple tasks and achieve deadlines under pressure
12
Professional Services Executive Resume Examples & Samples
- This position reports to the Professional Services Sales Mgr / Director
- Will manage 7 to 10 single tier accounts (80-150 hospital/Lab entities) consisting of multiple locations (up to 15) for a single large account or large complex accounts
- Responsible for annual revenues target and per annum incremental sales target
- Responsible for the AlinIQ professional services product line
13
Professional Services Executive Resume Examples & Samples
- Research target accounts to understand performance KPIs and customer strategies
- Coordinates appropriate Abbott resources to execute the strategic account plan including assigning roles; expectations; responsibilities and timelines; engages members of the team through ongoing communication; tactical planning and execution
- Acts as internal advocate for the customer; cultivates Abbott internal relationships and leverages to drive business objectives
14
Professional Services Executive Italy Resume Examples & Samples
- Help implement and oversee the quality of deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance; acts as a trusted advisor to the customer
- Be knowledgeable about industry trends, changing market regulations and healthcare policy within defined customer segment. Understand the impact on customers and their key care-abouts
- Identify and map the key stakeholders and decision-makers. Research target accounts to understand performance KPIs and customer strategies
- Build and preserve customer relationships to drive driving new sales and protect base business. Negotiate contracts resulting in long-term commitments Integrate insights from ongoing business analysis and assessment into a multi-year plan and lead through persuasion and personal influence an internal ‘selling’ team to develop an actionable account strategy with short-term tactics to achieve desired results
15
Aliniq Professional Services Executive Resume Examples & Samples
- Minimum of 4 years experience selling services within a consultancy firm preferred
- Professional services/consulting engagement sales within the Healthcare Environment is preferred
- Some Diagnostics experience preferred
- Experience with building business on current accounts and creating new profitable accounts
16
Retailer Services Executive Resume Examples & Samples
- University degree in Business, Marketing or other related field, preferred Post Graduate or MBA
- Commercial / business / consultancy experience in a sales, marketing and client facing position
- Strong analytical, negotiation and presentation skills
- Excellent verbal and written communication skills in English and Bulgarian language
- Business acumen and good knowledge of the market dynamics
- Readiness for rigorous on-the-job training
- Work experience in the FMCG industry, ideally at the retailer side in a buying or category management position would be considered an asset
- LI - BG
17
Executive Assistant, Administrative Services Resume Examples & Samples
- Provides administrative and clerical support including correspondence,typing, filing, research, and various projects supporting executives
- Strong organizational skills and attention to detail is required
- Excellent calendar management skills, travel arrangements, meeting arrangements
- Practices good judgment, discretion, and confidentiality of sensitiveinformation regarding department activities
- Creates intricate spreadsheets, Word documents, and/or PowerPointpresentations
- Familiarity with Visio, MS Link, Skype for Business and/or smiliar collaboration tools a plus
- Screens and directs incoming phone calls
- Handles maintenance of all office equipment
- Regular, consistent and punctual attendance
- Must be able to worknights and weekends, variable schedule(s) and overtime as necessary
- Positive, pleasant, customer focused attitude with a willingness to learn and help others
18
Executive Assistant, Amazon Home Services Resume Examples & Samples
- Effectively and proactively support multiple Directors
- Calendar management (scheduling meetings, resolving conflicts, prioritizing Director’s time)
- Meeting support (preparing documents, setting up conference and VC calls, sending out agendas)
- Occasional domestic and international travel coordination
- Ability to organize, prioritize and take action in a timely manner with limited oversight or input
- Expense reports and reconciliations
- Coordinate catering/meal orders
- Large event coordination (including off-sites and morale events)
- 3+ years of experience providing executive assistance in a fast-paced environment
- Strong organizational skills, team orientated philosophy, and problem solving skills
- Excellent Outlook, SharePoint, and Microsoft Word management skills
- Sense of humor and ability to work while having fun in an extremely ambiguous environment
- Ability to maintain flexibility, composure and switch between tasks efficiently in a rapidly changing environment
- Bachelor’s or Master’s degree
- Project/Program management experience
- Desire to with others and take on ambiguous tasks
19
Executive Services Manager Resume Examples & Samples
- Position required to continually seek to build and enhance enduring relationships with key customer executives while working to achieve a thorough understanding of their current and future business requirements; Required to promote customer confidence in the product and its Solutions
- Optimize the revenue stream from accounts and take active measures to identify additional customer services opportunities and engage sales resources (such as Services Sales Consultants, Network Sales Consultants, or Solution Sales Specialists) to work on proposals for this additional business
- Responsible for lifecycle account management
- Educate internal stakeholders on Customer requirements, future strategies and directions
- Provide thought leadership to both NCR and Customer to develop service strategies and directions with a strong focus on predictive service methodologies
- Supports other project teams outside of geographic area; Manage virtual teams to achieve desired outcomes; Leads business development and engagement teams locally
- Manages projects requiring innovative business solutions and new technologies
- Develops enterprise-wide transition strategies
- Contributes to new technology and methodologies for BU professional Services
- Constructs and leads engagement team to Design solutions for advanced ITIS Managed Services opportunities, provide technical and service definitions to accurately cost their solutions, and Transition operations from the customer to NCR operations
- Responsible for the management of multiple mid/small MS accounts within one sub area or one national account or less complex engagements via One or two Services within the MS portfolio and Coordination of less than 5 resources
- Independently executes the Project Plan using GlobalPM Methodology; Develops recommended resolutions to issues that are escalated to Management or Program Manager
- Excellent organizational, influential and negotiation skills
- Excellent relationship management, industry expertise and the ability to assume the role of business consultant
20
Administrative Services Executive Assistant Auckland Resume Examples & Samples
- Travel management
- Event management
- Expense and payment processing
- Client data base management
- Information research, faxing/scanning and other general administration tasks
- Collating and arranging printing services
- Intermediate to advanced knowledge of and experience with software applications including Microsoft Office Suite (Word, Excel, PowerPoint, Access)
- Previous experience in Administrative Support or as an Executive Assistant in a professional services firm
- Strong communication skills including a high standard of written and spoken English skills
- Initiative and willingness to learn
- Ability to work with peers in a virtual team environment
- Demonstrated flexibility regarding hours worked, tasks undertaken and people supported
- Proven Team player, supportive of colleagues
- Ability to maintain strict discretion and confidentiality
21
Executive Director, Managed Services Resume Examples & Samples
- You will be the accountable CSG Managed Service and Maintenance client(s) CALA regional leader, working in partnership with the CSG Sales and Account team, your own management team and other CSG competency-based functions
- Service management revenue and margin goals and cost of service accountability
- Organic business growth and delivery of incremental annuity revenues is expected, and this is a commercially oriented role with strong emphasis on business planning and future strategy in partnership with other CSG go-to-market functions
- Focus on staff mentoring and building a successful team which will in turn deliver the top level customer service required to look after your clients. Provide input on team performance and reward
- As a natural leader, you will also be very focussed on processes and operational efficiencies, especially where they can be used to improve the service offering, reduction in cost or expansion of business and revenue generation
- Achieve both client SLA attainment and drive broader SLA standards for solutions and services offered for your customer(s) in line with CSG policies and ITIL best practices
- Authorises any changes for customers from a business perspective and continual service improvement
- Co-develops and maintains regional business plan and budget. Subsequent budget management and control thus having a good understanding of managing operating and capital costs
- Delivers input on policies, programs, staffing organizational design, strategy, and budget planning for Global Service Management senior management
- Planning and designing the either client specific or broader service oriented programs and proactively monitoring overall progress at regular intervals to senior and executive level stakeholders, resolving issues and initiating corrective action as appropriate in accordance with the governance arrangements
- Develops and maintains cross-functional partnerships with other CSG departments to ensure customer issues are resolved and CSG retains a vendor of credibility reputation
- Demonstration of CSG Values
- Deliver identified major technology services program(s) within budget and time requirements
- Accountability for client stakeholders, project schedules, quality requirements, resource allocation, risk, requirements and change management
- Oversee client engagement(s) and relationships while providing overall leadership to your team
- Jointly develop within CSG an agreed roadmap with customer(s) to cater for business growth
- Dynamic, dynamic, dynamic
- You will need to be very client focussed, results driven, show a proven background of client relationship building and someone with highly developed leadership skills with ability to lead groups (75+)
- You will be able to show strong general management, software development and operational skills in your background, and be someone entrepreneurial in thought process, highly capable and self-motivated, with a desire to achieve
- Although you will come from an operations or development background, with significant telecommunications OSS/BSS operations experience ideally in a tier 1 provider, you will also have a creative edge to your resume demonstrated through past success
- Great arbitration and organizational skills are also necessary for satisfactory performance
- Experienced in working with Systems Integrators and multiple vendors essential
- Sophisticated communication and stakeholder management skills to influence and gain cooperation with customers and team members where interests may be divergent
- Understanding of Financial principals and reporting
- Minimum 15 years of progressive combined operations, support or program management experience in managing either large implementation/software transformation or operations outsourcing programs, within a professional services or a consulting environment
- Minimum 7 years people management experience in a global environment or role
- Program Management and ITIL accreditation will be an advantage
- Bachelor’s degree (B.A.) or equivalent experience
22
Executive Assistant, Professional Services Resume Examples & Samples
- Fast learner
- Detail-oriented and thorough in execution
- Clear, succinct, and professional oral and written communication
- Ability to prioritize tasks effectively and develop and implement creative solutions and systems
- Flexibility and adaptability to constantly changing environment and needs
- Possess a high energy level, integrity, and a strong work ethic
- Self-starter and pro-active approach to all tasks
- Some travel for company events as requested
- Calm demeanor when problem-solving new challenges
- Bachelor’s/Associate’s Degree
- A minimum of 5 years related work experience
- Previous administrative experience in a professional and fast-paced environment and publishing, education, film, other creative, technology or service oriented field
- Microsoft Office Suite (including: Word, Excel, PowerPoint) and deep engagement with Email and Outlook
- Working knowledge and interest in budgets and general project management
23
Executive Assistant, Citi Realty Services Resume Examples & Samples
- Provides administrative support to a senior-level executive
- Assist in ad-hoc reports special projects as needed
- Prior experience preferred 5-10 years
- Ability to work 8:30am-5:30pm and be flexible for overtime as needed
24
Services Client Executive Resume Examples & Samples
- Ensure that each services/training proposal is contracted such that the chances of successful delivery; on time, on budget and delivering the agreed functionality are maximized
- Ensure that each services proposal is drafted to maximize the chances of the client providing high marks for project satisfaction
- Drive service references
- Ensure that each services contract enables revenue to be recognized in a timely and consistent fashion with minimal risk of detrimental revenue adjustment
- Provide regular plan versus actual revenue assessments
25
Executive Director Professional Services Resume Examples & Samples
- 40% [Primary Function] Delivery of Shared Onboarding Services
- Oversees the execution of shared onboarding services – go-live support services, and shared project staff supporting the strategic PS goals of short time-to-value and positioning clients for strong performance/great results
- Effectively lead a large team across diverse functions, geographies, and cohorts
- Establish deep credibility through an expert understanding of the business s/he leads and supports
- Work with PS leaders and Client Org R&D to innovate the way we use these shared teams to drive quality improvement and scale
- Execute and realize the Professional Services vision and strategy in partnership with the PS Leadership Team
- 30% People and Culture
- Recruit, develop, inspire, and retain a large team delivering specialized services during the client onboarding process
- Motivate teams by connecting their work to athena’s vision and mission
- Create meaningful career path options within athenahealth to ensure high employee retention rates and strengthen these efforts with effective professional development support for staff
- Develop and maintain a strong team culture that promotes flexibility, open-mindedness, and athena’s core values of teaching, learning, teamwork, and tenacity to achieve true customer (internal and external) success
- Effectively lead the team through periods of change
- 30% Customer Success
- Ensure uniformity and consistently high quality in the delivery of onboarding services
- Liaise with athenaCare and the Product Organization to drive innovation and simplification that drives scale and enhances customer success
- Establish her/himself as a respected and influential leader within the Client Organization and throughout athenahealth
- Stay current with industry trends and best practices to establish and maintain a high performing organization
- Key skills
26
Executive Meetings Services Manager Resume Examples & Samples
- Coordinates all aspects of convention, including but not limited to food and beverage, meetings, transportation, rooms, planning, pre-payments, credit applications, limousines, amenities, site inspections, etc
- Coordinates the catering and meeting room set up with the client and communicates the information to all departments internally through Banquet Event Orders
- Attends all planning, pre-convention and post-convention meetings for assigned groups
- Assigns and coordinates meeting space based on clients program and meeting space needs
- Maintains good working rapport the hotel department heads
- Maintains good working relationships with local DMCs, ground handlers, meeting planners, decorators and industry personnel
- Assists with any billing discrepancies with the intent of resolving to the satisfaction of all parties
- At least 2 years’ experience in Convention Services/Catering, Events, and/or Hotel Operations
- Previous experience in guest relations
- Excellent organizational skills to function effectively under time constraints, with particular attention to detail
- Excellent interpersonal skills, both in person and on the telephone, when dealing with management, employees and guests
- Excellent customer skills
27
Cient Services Executive Resume Examples & Samples
- Provide outstanding service by responding to inquiries and proactively managing business needs
- Articulate the benefits of CBRE research promoting tools, thought leaders and other resources to grow client relationships
- Manage retention efforts/upsells/cross-sells and associated license agreement negotiations and order processing
- Field product related questions with both senior decision-makers and general users
- Conduct web-based presentations on a weekly basis
- Develop broader awareness and relationships with other LOBs and their clients, wherever possible
- Participate at industry conferences and connect with clients regularly
28
Namr Executive Placement Services Assistant Resume Examples & Samples
- Work collaboratively and effectively with NAMR EPS team members to effectively support client requests
- Support NAMR Coordinator and Associate with reports and tracking as needed: primarily will be focused on tracking searches, clients and executive search firms' requests, as well as candidates we are supporting
- Maintain database information, ensuring high data quality standards, including data transfer to newly launched CRM tool
- Assist with document production as needed
- Must be able to work 24-32 hours/week throughout the duration of the temporary position (May – August)
29
CIB Investor Services Erisa & Trust Oversight Fiduciary Executive Resume Examples & Samples
- Ensure that the bank’s trustee obligations are fully understood, documented, and met
- Manage / provide oversight on assigned Fiduciary Managers
- Design Fiduciary Key Risk Indicators, Risk Classifications and MIS
- Partner with Audit, Legal and Compliance to ensure full compliance with all applicable rules and regulations relating to ERISA
- Identify potential fiduciary issues and work closely with the business to see these issues resolved, and
- Partner with Sales Management, Client Service, Product Development, and Operations to continually refine and improve the products and services offered to JPMorgan’s pension and retirement clients, and strengthen the Custody and Fund Services operating model
- Exceptional critical and analytical and management skills
- Exceptional verbal and written communication skills, with proven track record in senior management and client reporting
- Strong organizational, planning , documentation and project management skills
- 10 or more years experience in an oversight, supervisory or client facing capacity
- Audit, risk management, compliance and/or regulatory experience preferred
- Knowledge of ERISA, DOL and OCC CFR Reg 9 required
30
Employment Services Executive Resume Examples & Samples
- Proven ability to develop relationships and secure vacancies
- Proven ability to hit monthly KPI outcomes
- Previous experience of recruitment and telesales within a targeted environment
- Previous account management experience
- Previous experience appointment setting
- A professional telephone manner
- Experience developing long term relationships and localised accounts, SLAs and PSLs
- Experience in providing IAG
- Job matching and sifting capabilities
- Ability to manage your own time and caseload
- Experience of working in the Welfare to Work Sector specifically in Sales (Desirable)
31
Business Value Services Executive Resume Examples & Samples
- Work closely with prospective Nonprofit and Education customers and sales teams to identify, prioritize and quantify key business drivers (metrics) and understand how our solutions will help solve their problems
- Facilitate internal and external discovery around customer business processes, mapping "as is" and "to be" business processes across a wide range of companies
- Build ROI / TCO models to quantify the impact of deploying salesforce.com
- Develop value based presentations highlighting the value of Salesforce proposals
- Create and deliver executive level presentations to CxOs
- Provide thought leadership & coaching to sales to accelerate sales cycles
- Provide expertise on business value throughout the entire sales cycle (account planning, discovery, solution engineering, business case, investment justification)
- 5+ years of professional experience, ideally in value consulting, management consulting or analytical role in a complex selling or financial services environment. (Similar roles: Value Engineering, Value Advisor, Value Selling, Value Strategy)
- Experience in NGO or Education industry is preferable
- Excellent quantitative analysis and financial modeling skills
- Must be a self-starter, creative, high energy, and comfortable running an initiative in a start-up paced software company
- Ability to work with cross-functional teams from Sales, Marketing, Industries, Salesforce University, Partners and other key stakeholders
- Strong facilitation and presentation skills. Executive presence and confident objection handling are a must
- Ability to create impactful business cases with compelling storytelling and visual design elements. Experience in Design-Thinking a plus
- Experience in training sales teams and scaling large projects
- Proven ability to manage multiple projects with tight deadlines effectively
- Approx. 40% Travel to customers
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Executive Services Resume Examples & Samples
- Processing invoices for payment and setting up purchase orders, including managing purchase order credit cards, wire transfers and check issuance
- Reconcile invoice payments and follow up on purchase orders
- Identify and track down payment discrepancies and see dispute resolution thru to successful completion
- Become familiar with and adept at using internal P2P, GCMS and ARS payment systems
- Develop strong knowledge of and familiarity with multiple cost center and cost codes
- Preparing and reviewing event close-out and audit files (compile required event documentation)
- Liaison with department staff, business partners, payments processing teams, event vendors, and internal suppliers
- Prepare and process payments and departmental documentation
- Become familiar with corporate and departmental policies and procedures: CEMP, CSS, Accounts Payable, etc
- Become familiar with internal data and event management software
- Generate and distribute regular (monthly and weekly) tracking and financial management reports
- Understand and act on compliance requirements
- Prepare and execute payment allocations, journal entries and payment reclassifications
- Data entry and database maintenance (Excel and third party platforms)
- Participate in ad hoc and special projects on an 'as needed' basis
- 2+ years accounting, bookkeeping, bill paying
- Excellent MS Excel skills required including formulas and macros
- Familiarity with invoice payment and financial tracking systems required
- Impeccable attention to detail and accuracy
- Good communications skills and aptitude for dispute resolution
- Experience with corporate billing and financial systems
- Strong client focus and ability to step outside regular job functions and comfort zone to assist the global team
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Shared Services Executive Resume Examples & Samples
- 12 or more years of progressive related experience developing strategies, managing major initiatives and delivering results within a complex matrix environment required
- 6 or more years of people leadership experience in building, managing and/or developing high-performing teams required
- 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree
- Experience collaborating with key resources and stakeholders, influencing decisions and managing work to achieve strategic goals required
- Executive-level business acumen in the areas of business operations, industry practices and emerging trends required
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Bank Shared Services Executive Resume Examples & Samples
- 12 or more years of relevant IT experience
- 6 or more years of experience managing technical or project teams
- 3+ years of experience managing agile development at scale
- Experience managing matrixed and contract resources
- Experience managing the operational aspects of an IT organization
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Senior Executive Assistant, End User Services Resume Examples & Samples
- Support senior managers and executives with daily administrative tasks
- Plan meetings and take detailed minutes
- Answer phone calls, provide information to callers or connect callers to appropriate people
- Schedule appointments and update calendar
- Make travel arrangements and reservations for senior managers
- Compose and type regular correspondence, like invitations and informative material
- Create spreadsheets and presentations
- Provide statistical and budget reports
- Greet and provide general support to visitors
- Develop, implement and improve office policies and procedures
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Executive, Trust Services Resume Examples & Samples
- Ensure prompt delivery of services to clients
- Review trust deeds during periodic review and as and when required for on-going administration process and other ancillary documents, drafting letter of wishes, perform due diligence on settlor, beneficiaries and related parties to the trust, incorporation of underlying companies under the trust and open bank and investment accounts for the trust structure
- Liaise with clients, bankers, advisors, protectors and so on for periodic trust reviews and daily on-going administration matters
- Liaise with the TMF Relationship Managers (RMs) and where mutually agreed with the RMs, to lawyers, private bankers and internal office liaisons in different jurisdictions relating to trust administration issues
- To build better relations with client directly instead of being dependent on external relationship managers, e.g. discussion of PAR (Performance Analysis Review) report with as a start
- Client retention, look for opportunities and contact client at least once a year, client visitations
- Work with the Labuan BPO team and ensure that smooth and seamless process of delivery of services to clients. Maintain an excellent working relationship with colleagues in Labuan and resolve and issues arising in a timely manner, any issues that require assistance should be referred to line manager promptly
- Outstanding KYC
- To achieve the set target for KYC review on an on-going basis
- Review and monitor the compliance KYC report required by Compliance officer on a monthly basis and liaise with Compliance Officer as required. Crosscheck on reports supplied by BPO team and follow up with BPO team on any discrepancies
- Carry out administration work such as corporate secretarial work of the Trusts' underlying companies. This includes ensuring that all resolutions and minutes are properly prepared and executed and that all records are kept up-to-date
- Liaise with the SSC team on trust reviews for Labuan administered trust, ensure that trust reviews for both Singapore and Labuan administered trusts are completed in a timely fashion and outstanding matters be followed up and addressed with adequate diary records
- To attend to administrative matters in relation to the trusts' portfolios and respond within two working days to clients
- Proactively monitor and reviewing templates to ensure they continue to meet the needs of clients and the administration needs of the team
- Monitor information maintained on in house databases including DMS and Viewpoint to ensure accuracy and completeness and liaise with Labuan over any requisite changes
- Record work sent to Labuan for action and diaries to ensure that it is completed within the specified deadlines and is to a satisfactory standard. Report on any deviancies to management at weekly meeting, with supporting documentation
- Fees
- To monitor debtor collection in conjunction with Finance department
- Ensure client bank account has sufficient funds for payment of fees
- Ensure that client work undertaken (when chargeable) is communicated and agreed in advance with the client.To achieve time cost charging target and ensure WIP is recorded properly
- Time Cost charging
- To achieve time cost charging target and ensure WIP is recorded properly
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Exchange Services Executive Resume Examples & Samples
- Run and action all the Market Data control processes
- Create the strategic plan for Market Data Control, working with the other teams to understand what action we can take and getting requirements worked on in supporting teams
- Engaging with the B2B team regularly to inform them of new sale leads from the MDC work and then following up for action from the insight
- Understand how impersonating exchanges consume our data and what actions we can take to make this far harder
- Pursue with furious obsession how our competitors are consuming our data outside of our licenses
- Review all existing licenses consumption and profile how they operate
- Create a commercial proposal for Betfair web apps
- Create a promotional plan for web apps, both for our current existing partners and to bring on board new partners
- Support the Exchange Leadership team, working on key work streams and contributing to the roll out of the exchange strategy
- Work across various Premium projects that will not work directly to the role, to broaden experience and drive the exchange strategy
- Identify and implement changes that provide for greater working relationships through closer collaboration with the trading teams
- Ensure effective communication and coordination of operational matters with other internal teams (e.g., technical delivery, infrastructure, product, operations, and business development) so that issues/requests are escalated and resolved effectively
- Good quality degree
- Strong analytical background; high numerical aptitude is required along with the ability to produce basic SQL
- Understanding of the interaction between operational and commercial KPIs in an online business
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Executive Assistant, AWS Managed Services Resume Examples & Samples
- Schedule cost effective air/hotel/ground transportation for global travel. Create detailed, to-the-minute travel itineraries (including smooth transitions between time zones). Coordinate with in-house travel agents and manage international travel process (including passport, visa, vaccination, and cell phone requirements). Complete and file expense reports; utilizing both domestic and international currencies
- Drive team activities (including staff meeting agendas and notes, org-wide meetings, social outings, supply ordering, and other key logistics)
- All other duties as assigned including special projects
- For more information on AWS, please visit http://aws.amazon.com **
- 5+ years executive administrative experience in a fast-paced environment
- Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, and Visio
- Ability to complete a high volume of tasks with minimal direction
- Great customer focus
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Executive Assistant to the Director of Administrative Services Resume Examples & Samples
- Experience performing administrative support functions in an executive-level office environment
- Experience managing electronic calendars and schedules
- Experience using independent judgment, problem-solving skills and originality
- Knowledge of the Student Health & Counseling Services unit and its role in the Student Affairs Division, campus goals and objectives, policies and procedures and the campus organization
- Experience in working in a fast-paced environment with constant interruptions
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Merchant Services Acct Executive Resume Examples & Samples
- Sales of merchant services solutions including the handling of referrals from partner business lines and performing business development calls for non-bank customers
- Develop and present pricing quotes and proposals
- Install, train and provide technical assistance to business customers
- Manage relationships with aligned portfolio of merchant services clients to increase product penetration and retaining relationships
- Build relationships with internal and external referral sources
- Work with appropriate businesses and departments in completing RFP’s to win large business accounts
- Cross-sell other bank products and services to include: credit and debit cards, ACH services, deposit accounts and lending products
- Bachelor’s degree in business or a related field or equivalent experience
- Outside Business to Business sales experience is expected
- Merchant Services sales experience or banking experience is a plus
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Executive Director of Advancement Services Resume Examples & Samples
- Bachelor’s degree and a minimum of ten years of progressively responsible experience in development and/or advancement services, with experience in a higher education setting preferred
- Experience working with relational databases is a necessity, preferably Banner Advancement. Query language skills required
- Experience working with financial databases, preferably Banner Finance
- Advanced proficiency using the Microsoft Office suite of programs (especially Excel, Outlook and Word), in a networked Windows-based environment
- Supervisory and team building experience required
- Scrupulous accuracy and attention to detail, as well as the ability to exercise sound independent judgment, following established protocols and procedures
- General fundraising skills, including proficiency at supporting and participating in prospect management, data management and best practices, and working knowledge of tax codes and the ability to interpret IRS rulings as they apply to charitable contributions and fundraising
- Well-developed interpersonal skills including excellent oral and face-to-face communication skills, as well as the ability to consistently produce concise, professionally written communications; ability to interact effectively with all levels of the organization, including executive level staff
- Self-starter with demonstrated ability to work independently and in a team-based environment, utilizing strong project management and problem solving skills; independently manage multiple, diverse and competing priorities while meeting deadlines
- Ability to learn, interpret and apply a variety of complex policies and procedures
- Statistical literacy, strong analytical, organizational, interpersonal and demonstrated writing skills are essential
- Willingness to work evenings and weekends in the conduct of job responsibilities
- Ability to handle highly confidential information with respect and discretion
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Cib-treasury Services Executive Assistant Resume Examples & Samples
- Providing extensive administrative support to the Senior Management of Treasury Services
- Calendar management for multiple team members and associated tasks, subsequently work effectively with other administrative assistants to coordinate/plan meetings and conference calls, which may involve numerous time zones
- Assisting and / or leading the organization events
- Providing general support including photocopying, booking meeting rooms, filling, etc
- Assist with overflow, ad hoc projects, assistant back-up coverage and day-to-day tasks when required
- Minimum 10 years secretarial and administrative experience in Corporate & Investment Banking environment with substantial experience in supporting senior executives and teams
- Proficiency in both written and spoken English and Mandarin
- Strong organizational skills, meticulous, self-sufficient and multi-task
- Self-motivated, resourceful and detail oriented with strong commitment to accuracy
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Investor Services Client Executive AVP / VP Resume Examples & Samples
- Know Your Client – Structure, Strategies and Service needs
- Accountable for client profitability; ensure adherence with Service Level Agreements
- Perform regular client reviews to determine overall client satisfaction and coordinate the response to client concerns
- Understanding the client wallet, driving organic growth and the identification and execution of cross sell opportunities
- Work in partnership with Product, Sales and support groups and the client in order to ensure Citi is a top 3 provider
- Strong cross product knowledge is a plus
- Self-motivated with strong organizational skills
- Superior analytical and problem solving skills, ability to proactively own the problem by recommending and/or implementing solutions
- Willingness and motivation to maintain a steep learning curve, keeping in tune with the business, client demands and global market developments
- Ability to develop deeper, broader and more responsive relationships
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Executive Assistant to Chief of Infrastructure Services Resume Examples & Samples
- Coordinating the agenda and completing action items arising from Leadership Team meetings and workshops
- Prioritisation of matters arising for the attention of the Chief of Infrastructure Services
- Regular monitoring of key projects/initiatives that Chief of Infrastructure Services needs oversight of with escalation where appropriate
- Central coordinator for the domain SharePoint site, managing all updates to support the current team and environment
- Ensuring overall occupational health and safety and compliance is met for the team and driving issues to conclusion with the help of the EAs in the team
- General day to day office management support for Chief of Infrastructure Services including but not limited to
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Executive Director of Treasury Management Services Resume Examples & Samples
- Develop and articulate a clear vision and strategic plan for Treasury Management targeting revenue growth above the median industry benchmarks. Work with local commercial teams and all Treasury Management Division teams to build and update an effective tactical map
- Working with the Finance group and commercial team(s), provide leadership in developing and implementing an effective pricing strategy for Treasury Management solutions
- Provide direction, oversight and leadership for the Treasury Management sales force and ensure effective, competitive sales tools, targets, and metrics are utilized
- Provide direction, oversight and leadership for all facets of product management for the Treasury Management division including solution development, implementation, and assigned operational areas
- Provide direction and leadership for Treasury Management client support, on-boarding, and other customer fulfillment operations/processing functions
- Develop and oversee a robust process for gathering market intelligence on products and incorporate into product development plans and efforts to differentiate the bank's Treasury Management solutions, market identity, and value proposition
- Lead the development and strategic alignment of the Treasury Management division budget
- Develop and maintain close relationships by meeting with and visiting various markets in order to clearly understand their markets, priorities and competitive position
- Work to ensure high communication and collaboration levels among all Treasury Management division teams and the local commercial teams
- Promote sales by frequently meeting with key commercial customers and discussing new products, market and industry developments
- Initiate cross-sell strategies based on data mining capabilities and interface with product management to ensure alignment
- Build and oversee effective Treasury Management risk management and compliance practices at the client, product, and process levels
- Serve as the First Tennessee representative with industry associations
- Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to: complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity
- Uphold the First Tennessee Code of Ethics and ensure that confidential information is safeguarded
- Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service
- Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the company’s overall operation
- Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements
- 15+ years in treasury management experience required
- 10 years previous management experience required
- Certified Treasury Professional (CTP) designation or Certified Cash Manager (CCM) designation required
- Expert level knowledge in Treasury Management products and full bank product suite required
- Demonstrated ability to build a comprehensive treasury and depository fee strategy required
- Demonstrated ability to attract, develop and lead strong teams required
- Demonstrated experience in building and executing a successful sales process required
- Strategic sales cycle knowledge including sales planning, sales approach and providing solutions selling to large complex customers required
- Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual will operate honestly, fairly and efficiently
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Executive Director, Prepaid Services Resume Examples & Samples
- Develops company's overall prepaid strategy and leads key initiatives
- Leads business development and partnership discussions, including distribution, technology/product, and monetization deals
- Oversees business modeling and long-range financial planning
- Proactively monitor competitive developments, product capabilities, packaging, and pricing to determine appropriate competitive response
- Exceptional communication, presentation and interpersonal skills; capable of interacting with Senior Leadership on complex topics
- Coordinates with key stakeholders including Retail, Operations, Care, Product, Marketing, and Sales
- Collaborate with regional teams across the United States on implementation of prepaid initiatives, including product constructs, new launches, operational implementations, and tracking of performance against designated objectives
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Executive Director for Auxiliary Services Resume Examples & Samples
- Overall administration of campus bookstore, dining and catering services, campus card operations, and housing business and operations. Housing operational responsibilities will include assignments using the StarRez system, billing, budgeting, work orders, inventory, renovation/new construction, and various other operations. The Residence Life functions report to the Vice President of Student Affairs and includes but not limited to student conduct, desk operations, student mail, student leadership development, programming, the Residential College system, summer conferences, and recruiting, hiring, supervising and evaluating residence hall staff
- Promote a strong working relationship with student affairs personnel to support their endeavors in providing informal and formal educational and functional programming opportunities to facilitate students’ growth and development including the residential college system
- Develop and maintain a working business model for each auxiliary unit that meets with the overall strategic plan of the University
- Proposes and updates policies, objectives and operating procedures for auxiliary services areas in coordination with other relevant areas on campus
- Responsible for the overall management of an effective employment, orientation, training, and development program for auxiliary services employees. Directs the implementation of University policy within auxiliary services and oversees the liaison effort between auxiliary services and the remainder of the University when new auxiliary services programs and policies are instituted
- Reviews and recommends to the Vice President/Finance & Administrative Services all capital expenditures requests
- Directs the budget preparations for auxiliary services and recommends room and board rates and all other rates and charges assessed by service areas
- Establishes standards of operations that will enable auxiliary services to meet its financial obligations
- Develops and implements management, policy, and fiscal controls
- Works closely with Facilities Management on all auxiliary projects and assist with project scheduling, budgeting and long-range planning
- Coordinates the timely response of inquiries and complaints from public, staff, and students. This is extremely critical in the Residence Halls when it comes to facilities related issues
- Analyzes and evaluates departmental operating budgets and financial reports and implements necessary operational adjustments
- Analyzes departmental services and work load factors and implements operational adjustments to maximize efficiency
- Maintains strong relationships with other finance and administrative services areas to support auxiliary goals and objectives
- Directs the preparation of special reports and studies as requested
- Responsible for any future contract management for auxiliary services
- Ensures that the Kentucky Model Procurement Code is adhered to with all purchases
- Maintains a high degree of visibility in all areas under his/her operational control to facilitate feedback and analyze effectiveness of existing policies and procedures
- Development of new auxiliary opportunities to support student needs/desires and improve the financial performance of auxiliary units
- Serves as a member of the leadership team for the Finance and Administrative Services area
- A minimum of 7 years of experience working on a college campus with progressive administrative experience leading multiple auxiliary service departments
- Demonstrated ability to lead a large and diversified campus service organization
- Demonstrated working knowledge of complex auxiliary budgets
- Demonstrated ability to work effectively with students, faculty/staff, parents and the general public
- Demonstrated managerial skills and evidence of the ability to participate effectively in major policy making of the University regarding auxiliary services
- Advanced ability to develop original ideas and to solve problems
- Advanced interpersonal, leadership and analytical skills
- Proven track record of working independently and creating new and innovative programs and change
- Intermediate computer application skills, including importing/exporting data to/from different applications and MS Office Suite
- Master’s degree and/or a Certified Auxiliary Services Professional
- Experience with auxiliary third-party contract management
- Experience with self-operated auxiliary units
- Experience with residential college systems
- Letter of application
