Manager, Client Resume Samples
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Manager, Client Resume Samples
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WH
W Howe
Winona
Howe
677 Myrtis Locks
Philadelphia
PA
+1 (555) 194 5074
677 Myrtis Locks
Philadelphia
PA
Phone
p
+1 (555) 194 5074
Experience
Experience
Los Angeles, CA
Manager Client Setup
Los Angeles, CA
Blanda-Raynor
Los Angeles, CA
Manager Client Setup
- Passion and energy for driving and supporting change
- Review/monitor performance and reporting data to determine any future challenges and opportunities
- Working knowledge of MS Office products and related databases and applications
- Ensure the professional development of all staff through job assignments and training
- Responsible for staff recruitment, selection, training, development and management
- Manages department budget
- Liaises with divisions across the organization to ensure support and effective execution of group setup
Chicago, IL
Manager, Client Systems
Chicago, IL
Boyle-Franecki
Chicago, IL
Manager, Client Systems
- Participate in and support the efforts to improve bottom line financial impact of all department activities
- Complete special assignments typically associated with the investigation of new departmental processes, procedures, standards and development of new products
- Manage business and vendor relationships
- Work across internal organizations and with external vendors to implement technology solutions and process changes
- Manage projects and stakeholder relationships
- Manage application product teams mainly focused on web-based technologies
- Thorough knowledge of business application development methodology and lifecycle including familiarity with client and web-based technologies
present
Chicago, IL
Manager, Client Engagement
Chicago, IL
Walker, Bernier and Greenfelder
present
Chicago, IL
Manager, Client Engagement
present
- Develop new marketing initiatives and make improvements to the existing programs to increase response rates and maximize results from marketing campaigns
- Manage strategic and day-to-day work of ~10-15 Client Engagement Managers
- Analyze competitor activity to assist in the development of strategic plans
- 5+ years working in account management / client service at a research or consulting firm
- Work with our partner, PC Bank, to develop marketing campaigns that help achieve overall business objectives
- Manage the creative development of the marketing and operational materials with external ad agencies as well as internal resources
- Proven success in working with teams and executive leadership in a complex, large-Company environment
Education
Education
Bachelor’s Degree in Marketing
Bachelor’s Degree in Marketing
The George Washington University
Bachelor’s Degree in Marketing
Skills
Skills
- Knowledge of Relational Database concepts, Oracle and SQL Server Concepts and Infrastructure, Internet/Intranet concepts – previous website and backend development experience
- Principles of DBs for Oracle, Access and SQL Server, including: table design, rights/roles/permissions, triggers and stored procedures, loads and extracts
- Principles of client/server systems, including: file loads, screen design, report design, creation of integrated production systems
- Principles of operating systems, ex. UNIX, Linux
- Design of Internet based systems and how they interact with an Oracle DB and/or SQL Server DB, including: Cold Fusion, HTML, Java Script, Java, SVN, .Net
- Principles of postal systems, including: address standardization, address correction, CASS certification, ACS returned mail system, merge/purge operations, bulk mail processing options and associated software
- Principles of query tools, client/server and Internet based systems
- Principles of standard software development and how to apply them effectively to new projects and major enhancements
- Ability to use the following software packages: Microsoft Office specifically including: Word, Excel, PowerPoint, Visio and Project
- Previous automotive industry and/or business experience – specifically in the marketing area is
15 Manager, Client resume templates
Read our complete resume writing guides
1
Manager, Client Actions Resume Examples & Samples
- This role is responsible to: i) Execute on assigned tasks (including analysis, functional and client facing professional interaction and communication) under the direction of the Head, Client Action Group ; ii) Identify opportunities to leverage client experience ideas and best practices and iii) Communicate regular updates on assigned workflow
- The incumbent is fully accountable to the Head, Client Action Group for successful achievement of agreed upon goals and objectives, driving a high level of performance, operational effectiveness, and sustainable value creation for RBC shareholders
- Contribute to the day to day activities of a global Client Action Group for RBC WM business units addressing international cross border business by managing the workflow of actions to be taken within the defined geographic region. Includes, but not limited to, Controls infrastructure development; implementation of Client Action processes across various systems, departments and infrastructure
- Implement and refine the overall approach and process for the group, including with the requisite interaction with other RBC WM functional and business teams, in conjunction with Head, Client Action Group
- Maintain a strong and collaborative relationship with RBC Law Group ensuring an expert understanding of all appropriate enviornmental and regulatory considerations as they relate to Wealth Management Client Action Group
- Ensure partners and related processes are kept up to date with local jurisdiction changes as they apply to RBC WM businesses and clients for the defined geographic region
- Experience in managing a team of individuals
- Ability to work in a ‘start up’ and growth team, including managing through ambiguous or undefined situations
2
Manager, Client Excellence Teams Resume Examples & Samples
- Minimum of 2 years management experience
- 6 Years of Mortgage Industry Experience
- Excellent Customer Service and Communication Skills
- The ability to negotiate and resolve issues with Senior Management and Business Owners
- Advanced understanding of Mortgage banking Guidelines and Practices
- Requires advanced knowledge of the mortgage banking process
- Needs a thorough understanding of the process from application until the asset's sale on the secondary market
- Should have experience as Correspondent Operations Management prior to starting the role
- Excellent conflict resolution and negotiation skills. Advanced skills in management of Customer Service, planning/organization, analytics, presentation, and listening skills
3
Manager, Client Propositions Resume Examples & Samples
- Ability to run core services and communications effectively and manage the integration of these components into client facing materials
- Clear and consistent communication of AMGs strategy and positioning across client types
- The role holder will have to work closely with Sales, Investment and Product to develop appropriate messaging on our products and capabilities
- Have a thorough understanding of and direct experience in the investment/asset management industry
- Highly refined and proven planning, project management, communications, leadership, presentation, relationship building and analytical skills
- Ability to be a strong and effective project manager. Ability to collaborate and work effectively as part of a team, handle multiple projects simultaneously and prioritize workload
4
Manager, Client Actions Resume Examples & Samples
- Possess and maintain an strong level of knowledge of relevant Client Actions operations applicable to Wealth Management environments
- Apply requisite knowledge to the day to day events of a Client Action Group for the defined geographic region
- 5+ years of experience in Wealth Management Operations, preferably Compliance/Legal oriented
- Experience managing a team of individuals in a project management-like capacity
- Ability to work in a “start up” and growth team, including managing through ambiguous or undefined situations
- Specific product, risk / regulatory, and transaction processing knowledge an asset
- Strong interpersonal skills delivered through influencing including the ability to drive to consensus in resolving contentious issues or issuing contentious recommendations
- Strong organizational skills including planning and time management
- Ability to work well in a high stress environment
- Based on market capitalization, RBC is the 12th largest bank in the world and the sixth largest in North America. (Bloomberg as of August 2014)
5
Manager, Client Partnerships Resume Examples & Samples
- Manage, and grow our business and relationships with leading clients
- Have passion for the content and distribution business; be eager to work closely with leading brands across multiple categories
- Work with CP leads for market analysis on leading categories and companies
- Develop comprehensive knowledge of the NBCUniversal portfolio and be able to seamlessly link our linear and digital opportunities to leading clients in the marketplace
- Prepare materials, proposals and presentations that grow and enhance our partnerships with leading clients
- Prepare and develop client tracking documents, including dashboards and custom recaps
- Support and lead on program activation
- Coordinate and communicate effectively with Sales, Network Partnership teams and clients to facilitate process from proposal development to delivery of final results
- Share successes/best practices/opportunities across the portfolio
- Manage all promotional tracking and analysis documents
- 3+ years integrated sales marketing/client solutions experience in a linear or digital company; agency background preferred
- Knowledge of sales, media and brand marketing process
- Ability to solve problems and work proactively
- Strong knowledge of the digital marketplace preferred
6
Manager Client Propositions Resume Examples & Samples
- Work independently and within a diverse team including with stakeholders from different departments, entities, and countries
- Well-developed copywriting, copy-editing, proofreading and general creative skills
- Knowledge of the business, investment products and services supported as well as the external environment affecting them
- Ability to collaborate and work effectively as part of a team, handle multiple projects simultaneously and prioritize existing workload
- High degree of ownership and constructive sense of urgency
- Strong sense of company and business objectives
- Ability to speak and understand a second language is an asset
7
Manager, Client Experience Resume Examples & Samples
- Bachelor’s degree in Learning and Development, Communications or related field
- Minimum of 5-7 years related work experience, including previous store experience
- Creative, forward thinker
- Proven project management experience; PMP Certification a plus
- Intermediate technical skill proficiency using Microsoft Office suite including Word, Excel and PowerPoint
8
Manager Client Onboarding Resume Examples & Samples
- Oversee the management of the domestic USWM Client On-boarding and Due Diligence Group to maximize performance of the team
- Act as the second line of defense to the business, but as a part of the overall first line of defense
- Management of collection, validation and input of client static data
- Assessing, validating and approving (within authority) client risk ratings, escalating all others to the applicable groups/committees
- Work collaboratively and proactively with Compliance which is responsible for setting AML policy and standards to ensure that operational account opening controls are in line with these and processes are in place to ensure that high risk clients and/or proposed departures from policy are escalated to AML Compliance for approval
- Ensure the Group meets both internal business requirements and external regulatory requirements
- Enhance the client experience by reducing the time taken to on-board clients by ensuring processes are efficient and effective that are within the control of the Group
- Manage priorities and issues for the Group, mediating and resolving these to improve relations with internal stakeholders – business lines, Credit Officers, Compliance etc
- Keep abreast of KYC industry and regulatory developments to ensure that the Group and processes are up to date and in line with best practices
- Implement effective control measures to ensure compliance with both internal and external regulatory requirements
- Maximize workflow efficiencies within the Client On boarding and Due Diligence Department
- Develop and implement new/ existing policy and procedures in accordance with industry standards
- Ensure Internal/ External audits maintain a satisfactory rating
- Ensure internal/ external regulations regarding tax requirements are met including FATCA requirements
- Ensure client mandate files are scanned indexed correctly
- Manage the recordkeeping of customer mandate files
- Provide focus and clarity in establishing individual goals, driving performance management, supporting career development and rewarding strong performance
- Leverage the value in unit, department, and enterprise wide teams to develop better solutions and achieve a cross enterprise mindset
- Keep abreast of industry regulations, trends, and technologies
- BSA and AML-Knowledge of AML regulations, client due diligence regulatory requirements. compliance regulations
- Bachelor’s degree in Business Management, Finance or law-related discipline
- At least 5-8 years of progressive leadership experience in domestic AML experience
- Strong project management, customer service and organizational skills and attention to detail
- CAMS/FIBA certification strongly preferred
- Previous experience in building/leading a team and or function from concept to optimal operations
- Regulatory environment - Knowledge of local regulations that impact work environment. Understands existence of regulations and procedures inherent to banking business
- Organizational responsibilities - Understanding of systemic workflow inherent to inter-department streamlined activities, such as: cut off time to deliver a job; reporting lines, authority matrixes
- Banking products and services - Basic knowledge of banking services and products
- Communication skills - Excellent written and verbal communication skills. Good interpersonal skills
- Adaptability - Ability to deliver while working under pressure and tight deadlines
- Computer Skills - Knowledge of MS Office: Word, Excel and Outlook, internet search engines
- Effective problem identification, analytical and resolution skills
- Ability to handle multiple priorities in a fast paced and deadline driven environment with the ability to provide direction to other team members
9
Manager, Client Propositions Resume Examples & Samples
- Minimum of five years proven and progressive marketing experience or equivalent in the investment industry
- Bachelor degree in marketing, business, related field or equivalent experience. Completion of programs such as Chartered Investment Manager (CIM) and Canadian Securities Course (CSC) would be an asset
- Strong planning, project management, communications, leadership, presentation, relationship building, negotiations and analytic al skills
- Strong technical investment marketing knowledge including principles and practices of effective investment communications, production, copywriting and design processes
- Have a thorough understanding of and direct experience in the investment management and / or asset management industry supporting asset growth and retention
10
Manager Client Effectiveness Expert Advice Centre Resume Examples & Samples
- Previous leadership/people management experience
- Ability and passion to coach and develop individuals relative to performance and productivity and superior client experience
- Commitment to flexible work schedule based on PBO hours of business
- Expert knowledge and experience in PBO business process, policy and procedures and compliance requirements
- Strong and demonstrated communication skills both verbal and written and problem management capabilities
- Well developed and demonstrated relationship management experience
- Excellent aptitude for organizing and prioritizing (autonomous)
- Knowledge of Change Management disciplines and activities and ability to apply (e.g. ADKAR)
11
VP, Manager Client Experience Insights Resume Examples & Samples
- Design global voice of the customer program including which customers, channels, touch points and modes we’ll use to survey our customers
- Partner with key stakeholders to define priority journeys that will be measured within the global platform
- Develop global implementation plan based on market/channel readiness and business priorities
- Present to key stakeholders to gain buy-in on global design and implementation plan
- Partner closely with the vendor to ensure smooth implementation
- Build out requirements for customer care module which includes Closed Loop System and other alerts
- Partner with regions and vendor to develop text analytics approach
- Work with Citi learning team to develop end user training and rollout plan
- Document change management activities and migration plan details in conjunction with markets/lines of business
- Work with IT partners on defining technical requirements
- Work with procurement in documenting transition from existing vendors and cost save over time
- Create and present global executive level project updates for senior management
- Travel up to 10-15%, domestically and globally
- 5-7+ years of work experience
- Experience leading large and/or global projects in a matrixed environment
- Knowledge of NPS and/or market research methodologies preferred
- Strong MS Office skills, especially PowerPoint for executive level presentations
- Strong balance of analytical skills and communication skills (written and oral)
- Prefer knowledge of process management, and disciplined and structured thinking
- Demonstrated ability to understand and weigh trade-offs and present options to senior management
- The ideal candidate will have some experience working globally across Citi’s international Lines of Business
12
Manager, Client Engagement Resume Examples & Samples
- Develop new marketing initiatives and make improvements to the existing programs to increase response rates and maximize results from marketing campaigns
- Identify new opportunities in areas such as marketing, sales, advertising, marketing information & research
- Analyze competitor activity to assist in the development of strategic plans
- Manage and execute the ad-hoc marketing programs to generate awareness of PC Financial products to improve customer communications and to promote the benefits of the bank account features
13
Manager, Client Engagement Resume Examples & Samples
- Four year degree and/or equivalent work experience
- 2+ years of experience managing IT projects
- Capable of providing technical guidance to employees, colleagues and/or customers
- Results-oriented, prioritizes work activities, plans and stays organized in order to meet commitment and productivity standards
- Well-versed in industry technology trends
14
Assistant Manager, Client Treasury Services Resume Examples & Samples
- Meets financial and other targets agreed with management as advised
- Upholds and promotes the Corporate Values, to include Collective Ambition and Operating Philosophy
- Assists management with business development which may include some travel
- Develops business in line with appropriate and changing risk tolerances
- Undertakes trade execution as required to include but not limited to, deposit placement, foreign exchange and structured products
- Creates exceptional client experience by providing comprehensive expertise and service to clients relative to the banking/cash management/investment industry
- Write and deliver presentations to clients (internal and external) and other business units as required
- Keep up to date with changing regulatory requirements specific to role i.e FATCA/CRS etc
- Provide cover to colleagues during periods of absence
- Investigation and resolution of queries raised by clients and internal business partners
- Develops pro-active client communications and relationships
- Undertake appropriate client due diligence and follows all appropriate client take on procedures meeting internal and external regulatory requirements
- Maintains policies and procedures in accordance with both internal expectations and that of the appropriate regulator
- Act as an authorised signatory within defined limits as specified
- Undertakes high risk reviews of clients as required
- Assists with development of RBC CI balance sheet where appropriate
- Work with back office to ensure new products are fully defined an understood and appropriate policies and procedures in place to support products
- Maintains a high level of general market awareness
- Assists with the development and education of other RBC enployees
- Assists with system developments as required
- Proven communications and inter-personal skills necessary in dealing with clients both internal and external
- RBC product knowledge
- P C Literacy – Word/Excel/RIBS/E-Mail/Siebel/GPB online/CHS
- Excellent organization skills required to process demanding workload
- AML/CDD policies and account opening procedures
- Core banking procedures
- Appropriate investment dealing qualification relative to JFSC regulations
- Maintains appropriate CPD profile as required
15
Manager, Client Technologies Resume Examples & Samples
- Typical candidate will possess 5+ years of relevant experience and BA/BS degree or equivalent. Advanced degree highly desirable
- Exceptional knowledge of all Microsoft Office Suites on PC and Mac, including 2007 - 2016
- Exceptional knowledge of Microsoft’s Operating Systems (Win7 – Win10)
- Exceptional knowledge of Macintosh Operation Systems (10.7-10.11)
- Ability to troubleshoot remote technologies (RDP, VPN, Citrix, etc.)
- Ability to troubleshoot mobile devices (Blackberry, Android, iPhone, iPad, etc)
- Ability to troubleshoot PC and MAC hardware
- Excellent leadership, problem solving, communication, multi-tasking, and organizational skills
- Working knowledge of procurement systems and budgetary management
- Working knowledge of video conferencing and collaboration solutions
- Working Knowledge of ticketing systems, such as ServiceNow
16
Manager, Client Effectiveness Coaches Resume Examples & Samples
- Coaches team members and sales leaders to integrate a broad set of toots and resources to ensure an optimal mix of advice & efficiency
- Acts as a subject matter expert on key sales levers to ensure behaviors are embedded and sustained over time - Coaching, skill building, advice tools and observational coaching
- Promotes effective Coaching strategies and holds Coaches accountable to achieve LOB Average Handle Time (AHT) and Other Not Ready (ONR) goals
17
Manager, Client Servies Resume Examples & Samples
- Lead team discussions and brain storming/knowledge share sessions to share challenges and solutions across the client base
- Facilitate continuous process review and improvements and pro-actively manage the client change process. Fully evaluate implications of new requirements to existing processes to ensure smooth transitions
- Participate in Industry events and have strong linkages within the derivatives industry to monitor and assess growing trends to understand competitive environment and recommend changes to existing processes or additions to current service offerings
- Participate in global management team, representing the region to regularly propose solutions and/or suggestions to improve level of client service
- Consistently operate to reduce operational risk and identify and escalate any potential risk situation
- Develop periodic goals, organize work, set short-term priorities, monitor all activities, and ensure timely and accurate resolution of client queries
- Maintain strong working relationship with internal support groups across the practice and provide SME input into strategic plans
- Degree in Finance, Accounting, Economics or applied sciences
- Proven track record in a client service and/or financial service operations in a fast-paced, client-focused, deadline-oriented environment
- Hands on experience with Derivatives is essential
- Experience working with self- managed and/or highly complex clients such as highly complex asset managers or pension funds
- Familiarity with complex products such as OTC and listed IRS and commodity derivatives, listed equities, various credit products, total return swaps, foreign exchange and interest rate products both bi-lateral and cleared
18
Manager, Client Online Resume Examples & Samples
- Minimum of 3 years financial services or related business experience, preferably in brokerage, cash management, and/or payment products or equivalent experience
- Must possess a solid understanding of online technologies and best practices, ideally with 3 or more years experience managing web applications and familiarity with user interface/user experience principles
- Proven ability to translate business strategy into interactive client experiences
- Strong business analysis and project management skills, with close attention to detail
- Well developed oral, written, listening, and presentation skills
- Solves difficult problems by fully understanding the issue, seeking out available resources, asking probing questions, teasing out complexities, identifying effective or creative solutions, and challenging the status quo when needed
- Effectively builds and leverages relationships in matrix organization
- Manages multiple priorities and thrives in rapidly changing environment
- Works independently with limited direction, but also works effectively in a team setting
19
Manager, Client Relationships Resume Examples & Samples
- Actively promote Corporate Super across all current distribution channels including internal Bank channels
- Increase FUM & PIF inflows from the existing Corporate Super client base by maximising consolidation & contribution inflows and increased insurance premiums from all clients
- Ensure all existing & new clients are total advocates of the Corporate Super offer by providing clients with exceptional levels of relationship management skills, professionalism & exemplary service
- 2/3 years experience as a Corporate Super BDM or Relationship Manager
- Excellent technical understanding of corporate Superannuation
- Excellent understanding of adviser needs, the financial planning industry and the MLC/NAB group positioning and a broad understanding of how competitors are positioned in the corporate super marketplace
20
Manager, Client Relationships Resume Examples & Samples
- Developing and executing detailed account plans for a portfolio of clients that focuses on profitable organic growth, claims management and process efficiencies
- Responsibility for retaining clients by providing outstanding, proactive, customer service and driving a strategic agenda both internally and externally
- Working with the business, as required, to resolve escalated customer requests on operational matters
- Assist with new business tenders as required. In particular, presentations to prospective clients about this role should be expected
- Lead the re-rate process internally and communicate and discuss outcomes with clients
- Participate in the new business transitions process by being the key contact point to ensure a positive client introduction to MLC Group Insurance
- In the case of difficult claims liaising with clients as required
- Take the lead on client engagement by working with claims and rehabilitation teams to improve the experience and relationship with our customers
- Be responsible for the client engagement surrounding product initiatives and/or upgrades
- Provide strategic input into the service reporting for plans
- Excellent task management skills and ability to lead virtual teams to ensure that resources are used efficiently and effectively and that outputs are delivered on time and targeted benefits delivered
- Disciplined planning, organisation and execution
- High quality communication and presentation skills and ability to engage all stakeholders and gain agreement for proposed actions
- Advanced PC skills – MS word / MS Excel / MS PowerPoint
21
Manager, Client Expenses Resume Examples & Samples
- Strong management and influencing skills with a proven management track record
- Meticulous attention to detail with an ability to work in a high volume environment
- Self-starter with an ability to self-motivate
- Enthusiastic and positive personality
- Ability to assess issues, identify solutions and problem solve on a timely basis
- Ability to adapt and react positively in a changing and dynamic work environment
- Ability to work in a team environment effectively to ensure critical deadlines are met
- Ability to partner effectively with peers, team leads, business and overseas partners
- Flexible approach towards changing work methods, deadlines and variable workloads
- Qualified Accountant with at least 3 years PQE in a finance related role with staff responsibilities
- Experienced background in management and oversight of an accounts payable function for a multi-national organisation is preferable
- Experienced background in a compliance focussed environment
- Advanced level of IT skills notably MS office (Word, Excel, PowerPoint, Visio)
22
Senior Manager, Client Change UK Resume Examples & Samples
- Identifying and challenging the commerciality of all client change activities
- Developing a detailed understanding of the targeted business
- Analysing the current and future state of business in line with client objectives in order to support identification of project demand
- Supporting the creation of the business case for targeted initiatives
- Requirements Management
- Defining and executing the requirement management strategy to elicit and analyze requirements resulting in an agreed Statements of Work (SOW) with accurate estimates of effort
23
Manager Client Experience Resume Examples & Samples
- Supporting the Banking Centre Leader with completing day to day risk management and operational activities
- Working with the Banking Centre leadership team, ensure that plans are in place daily to actively manage the client experience throughout their time at the banking centre
- Ensure that employees quickly resolve complaints, and escalate where necessary
24
Manager, Client Resume Examples & Samples
- Completes quality assurance checks/audits on financial processing transactions for his/her assigned area(s) of responsibility
- Designs and implements assigned teams training plans based on assessment of team needs
- Develops metrics and provides more complex analysis regarding financial processing and service performance to more senior management
- Ensures team is appropriately trained to process and respond to customer questions, concerns and/or requests
- Escalates issues as needed
- Forecasts financial processing volumes and short and long-term staffing requirements for assigned area(s) of responsibility
- Manages the processing and administration of more complex data and financial transactions in an accurate, timely and efficient manner for his/her assigned area(s) of responsibility
- May develop budgets for assigned area(s) of responsibility
- Provides subject matter expertise and guidance to his/her assigned area of responsibilitys team members on more complex data and financial processing
- Reviews and resolves more complex escalated issues and concerns for assigned area(s) of responsibility
- 5+ Years of experience in Client Customer Support and Operations that directly aligns with the specific responsibilities for this position, including 2+ years of managerial, supervisory, and/or demonstrated leadership experience(Required)
- 4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors) in (Minimum Required)
25
District Manager Client Resume Examples & Samples
- Sell ADP’s products and complimentary services to new clients
- Sell additional services to existing clients
- Sales cycles are of a 1 – 4 month period and customer negotiation is likely to be with 1 to 3 people, depending on the organisation and structure of the prospect
- Average contract value £2/£3K
- To make contact by telephone / email with the key decision makers within the defined segment allocated to the District Manager·
- Arrange prospect appointments and undertake visits where requested·
- Experience in presenting to groups of up to 5 people
- Self motivated, able to demonstrate initiative and drive·
- Excellent organisational skills·
- Excellent IT skills including Word, Excel and Powerpoint·
- Ability to influence and impact·
- Organisational commitment·
- Ability to work in a process driven environment
- Minimum of two to three years experience in sales(Preferably experience within a consultative sales background)
- Preferably educated to degree level in a relevant discipline (or equivalent)
26
Manager, Client Implementations Resume Examples & Samples
- Responsible for the management and oversight of the implementation activities assigned to the team
- Assigns implementation projects to team members
- Responsible for staff effectiveness and quality
- Monitors project statuses to insure projects are on schedule
- Assists staff, as needed, to resolve issues/roadblocks both internally and externally
- Responsible for ensuring staff adherence to established processes and procedures
- Collaborates with other Team Managers to ensure consistency in processes and procedures
- Collaborates with other Team Managers to institute process improvements and new processes
- Responsible for maintaining schedule for all projects assigned to team
- Responsible for submitting monthly billing data to Finance
- Prepares weekly and monthly reporting as required
- Project management or Banking experience required
27
Manager, Client Avails Resume Examples & Samples
- 5 years studio, media supply chain and/or Digital distribution experience
- Skilled communicator – interpersonal, verbal and written
- Ability to manage large amounts of data either in Sony systems, or manipulated through Excel
- Demonstrable comfort communicating with management, Business and customer contacts
- Proficient with MS Office applications (Word, Excel, Outlook)
- Fluency in any regional languages a plus
28
Assistant Manager, Client Experience Resume Examples & Samples
- Degree holder in Quality Management, Finance, Statistics or related disciplines
- At least 3 years working experience in service quality management or market research, preferably in banks or financial institutions
- Knowledge of and ability to perform quantitative analysis and data management techniques including database and spreadsheet applications
- Ability to apply advanced analysis methodologies, interpret and present findings in a clear, concise manner, including the creation and use of tables, charts and graphics to summarize results
- Good command of written and spoken English and Chinese (Cantonese and Putonghua)
- Good attitude, strong interpersonal and communication skills
- Able to work under pressure and meet deadlines
- Strong in Excel, Access and proficiency in the use of MS Office
29
Manager, Client Engagement Resume Examples & Samples
- Drive account growth at existing and new clients through successful engagement in-person and online
- Manage strategic and day-to-day work of ~10-15 Client Engagement Managers
- Sharp business acumen and a perspective on strategy, which are applied in solutions-creation for clients and scaling of the Enterprise business
- 5+ years working in account management / client service at a research or consulting firm
- Strong leadership and management capabilities with experience leading teams and / or at least five direct reports
- Exemplary client-relationship management skills and a cache of experiences to share and from which to teach
- Facility with change management principles
30
Manager, Client Success Management Resume Examples & Samples
- Responsible for reducing client churn for assigned team accounts
- Provide coaching and training to help your team of Client Success Managers successfully identify sales opportunities for their partnered Client Executive Sales Manager
- Maintain and help improve innovative, scalable processes
- Monitor the quality and performance of client relationships, client opportunities, evaluate trends and make recommendations for client specific improvements and process improvements
- Responsible for team achieving customer and revenue targets
- Maintain effective cross-functional relationships (i.e. Client Services, R&D, Marketing, and Sales) to ensure solid client service delivery and client-centric innovation
- Provide training and coaching to Client Success Managers and proactively intervene to insure a great customer experience
- Maintain and evolve metrics and tools to monitor performance of Client Success Managers
- Be aware of, and comply with, all corporate policies
- 3+ years of successful experience client related client success /account management experience with high level of interaction with internal/external clients and partners
- 3+ years of proven leadership/management experience
- Ability to pass a background check
- Broad understanding of business, financial systems and organizational decision-making
- Demonstrated ability to assess and analyze issues/data and develop or implement appropriate plan to resolve
- Proven ability to engage and interact with internal teams to drive the process of resolving client issues
- Excellent planning and project management capabilities
- Ability to create and give presentations to small and large groups of people
- Knowledge of Salesforce
31
Manager, Client Transition Services Resume Examples & Samples
- Manage a team of transitions managers/consultants within an assigned region or market segment to ensure timely and quality service to clients
- Set team goals and provide clear direction and guidance to ensure timely and quality results
- Oversee day-to-day plan, data and conversion consultant responsibilities; identify and communicate issues that may impact the success of the transition
- Cultivate and maintain relationships with the sales team, client management and external partners; ensure team aligns with internal and external resources to meet project deliverables
- Serve as an escalation point for case-related issues across teams and market segment; develop and implement processes for mitigation of future issues and management of customer expectations
- Interview, hire and train staff. Conduct team meetings and provide ongoing performance feedback
- Search for ways to improve effectiveness, efficiency and “value added” for internal and external customers
- Assist in the evaluation of new business opportunities. Partner with Sales on new prospects and present the transition process and administrative capabilities during finals and due diligence meetings
- Keep abreast of technical developments in the employee benefits field; communicate implications to clients and internal stakeholders as needed
- Review and authorize daily financial transactions
- Five years of defined contribution/pension plan experience
- Three years of supervisory/management experience
- Knowledge of plan administration and installation processes
- Knowledge of compliance and contract administration
- Advanced written and verbal communication skills to interact with all levels within and outside of the organization
- High level of diplomacy and relationship-building skills
- Knowledge of Transamerica investment products
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Manager, Client Success Resume Examples & Samples
- Hire, train, mentor, lead and develop Client Success Managers
- Where necessary, work on specific client relationships while mentoring and reviewing the quality of the Client Success Managers under your direct supervision
- Act as line of escalation of client issues
- Demonstrated ability to analyze situations, define key objectives, and develop strategies and action plans
- Advanced Microsoft Office (particularly Excel) skills
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Benefitstore Manager Client Consultants Resume Examples & Samples
- Min 5-7 years in sales or insurance experience
- Proven demonstrated ability to produce and has managed people in some capacity
- Managing undertaking quota
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Senior Manager, Client Partnerships Resume Examples & Samples
- Drive revenue and the commercial growth of Campaign US - Build relationships, strategic partnerships, and grow revenue for www.campaignlive.com
- Relationship-building, negotiating, and effectively pitching and closing opportunities with new and existing clients/agencies to drive revenue against targets. Generate qualified leads, establish close rate benchmarks, and continuously deliver sales results to raise the bar
- Assist in budget planning and appropriately forecast and manage the sales pipeline, to ensure reliable reporting. Achieve quarterly revenue and gross profit objectives
- Collaborate with leadership and cross-functional team members to brainstorm, plan, and develop new creative content ideas and strategies to create innovative, cutting-edge programs and content solutions for our client partners
- Account management and fulfillment duties to manage all client deliverables (updating the SalesForce, Sales Tracker and account lists, client management)
- Create strong, commercial programs and opportunities and Identify opportunities by studying current competitive landscape/best practices/emerging technologies and trends
- Superior skills in all facets of the sales cycle including prospecting, presenting, negotiating, and closing sales
- Strong communication skills – Extremely detail orientated, with exceptional writing and presentation skills
- Critical thinker with a consultative approach
- At least 4 -7 years of relevant media sales experience
- Creative thinking and problem solving abilities
- Ability to translate clients business requirements into opportunities
- Hardworking & Flexible
- Current with the latest digital, advertising, technology, and marketing trends and passionate about the industry
- Ability to multi-task in a high-volume, fast paced environment – Self starter & comfortable working independently
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Senior Manager, Client Transition Services Resume Examples & Samples
- Oversee supervisors and managers of transition teams within an assigned regional or market segment to ensure timely and quality service to clients
- Solicit feedback from company stakeholders to improve services and efficiency. Identify trends related to conversion strategies that may require additional oversight and changes to audit processes
- Cultivate relationships with the sales team, client management and external partners; ensure client and internal/external partner relationships are developed and maintained throughout the implementation period
- Serve as an escalation point for case-related issues across teams and market segments; develop and implement processes for mitigation of future issues and management of customer expectations
- Oversee management staff and provide direction for the interview, hiring and training of staff members; set team goals in alignment with strategic objectives
- Review new business opportunities with the pricing team to determine the feasibility of writing and administering the business; partner with Sales on new prospects and present the transition process and administration capabilities during finals and due diligence meetings
- Keep abreast of technical developments in the employee benefits field; communicate implications to clients and internal stakeholders
- Identify needed system enhancements and make recommendations
- Review and authorize daily financial transactions and analyze financial impact
- Provide information to establish team budgets
- Assess staffing through capacity planning analysis
- Bachelor’s degree in business-related field or equivalent experience
- Seven years of defined contribution/pension plan experience
- Five years of management experience
- Thorough knowledge of plan administration and installation processes
- Thorough knowledge of compliance and contract administration
- Organizational skills and the ability to prioritize multiple responsibilities to meet changing business needs
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Manager Client Systems Resume Examples & Samples
- Strategic planning partner for broker, participating in high-level strategic planning discussions involving the planning process, best practice developments and system improvements with Client’s Senior Management Team
- Manage communication with broker field sales on all Client planning system direction, priorities, communication and reporting updates
- Represent broker at Client monthly strategic planning meetings at Client’s corporate offices
- Lead Quarterly Broker Sales updates with Client’s broker sales and Advantage’s Client Team personnel on progress, score-carding and reporting
- 5+ years of experience in applicable field
- Experience working and interfacing with executive level positions
- Expertise in Client financial management systems
- Reporting software – report writing and analysis
- Well-organized, detail-oriented, and able to handle a fast-paced work environment
- Strong prioritization skills
- Trade funding software experience such as SAP, Siebel, Adesso, or other similar software
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Manager, Client Insights Resume Examples & Samples
- Build a deep understanding of our Technology clients and their needs to deliver exceptional client service and assist them in achieving their customer insights, digital marketing and advertising objectives
- Analyze and interpret best-in-class behavioral and survey data to deliver strategic consulting services to clients
- Provide timely/informative responses to client inquiries, maintaining sensitivity to clients business objectives/goals
- Leverage prior experience and industry expertise to advise and inform other members of the team, cross functional teams and the broader client insights organization
- Continually identify opportunities to sell in additional services and develop new products to meet client requirements
- Become an expert in comScore custom market research capabilities and syndicated products
- Bachelor’s degree in Business, Marketing, or quantitative field
- 4-7 years of work experience in the online space preferred, with experience serving the Technology industry a strong plus
- Work experience that is analytical in nature, such as experience with custom research or syndicated data
- Excellent project management skills and a proven ability to independently manage and develop ongoing client relationships
- Proven track record of managing and delivering cross functional projects and ability to prioritize multiple demands
- Demonstrated experience working effectively with peers in a team-oriented operating structure
- Experience determining customer requirements and coordinating with sales and data analysts is a plus
- Adaptable person who can deal with rapidly changing requirements of a fast-paced tech company environment
- LI-JZ1
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Manager, Client & Modeling Solutions Resume Examples & Samples
- Manages and leads complex analytical projects using advanced analytical and statistical methods in order to recommend, review and implement decisions that will have a positive impact on the P&L of each retail banking portfolio
- Performs expert consulting support to all clients in the areas of Risk Management – focusing on fraud detection and prevention mechanisms and also the identification and reduction of credit loss
- Acts as primary day-to-day client contact responsible for weekly reporting and client communication
- Supervises, trains, and mentors staff of analysts – developing advanced Fraud and Risk experience across the team
- Directs, plans and implements the approach and objectives for the team
- Creates structure and detailed work plans that can be executed from abstract and vague objectives
- Manages project timelines for analysts and ensures all client materials meet expectations (from content to quality) and are delivered on time
- Identification and follow-through of sales opportunities
- Bachelor’s degree – advanced degree a plus
- Four (or more) years’ experience in the credit card industry
- Proven track record of managing consulting projects of teams of 2+ people
- Quantitative background, 3+ years exp. preferably from a strategy consulting firm
- Excellent problem solving, quantitative and analytical skills
- In depth technical knowledge and ability to learn new technologies
- Project management, scheduling and planning
- Team player, excellent communication skills
- Must be able to interact with senior management and collect requirements
- Must be able to lead a team, use judgment and operate under ambiguity
- Motivated, self-starter and a strong work ethic
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Senior Manager, Client Experience Resume Examples & Samples
- Conduct ongoing analysis and monitoring of client performance and engagement. Specifically: a. Conducts an ongoing review of client progress toward goals, levels of engagement with account team, utilization of Press Ganey resources, Press Ganey dashboard metrics, and known risk factors b. Prepares weekly/monthly/quarterly summaries of opportunities/risks for Press Ganey senior leadership c. Helps to track senior leadership relationships with c-suite members of the top 200 clients d. Helps to coordinate the deployment of PG thought leaders to strategic clients e. Facilitates Pathway to Partnership Org Review feedback and planning sessions for top 200 clients. f. Tracks/trends client and account team progress toward all outlined Client Relationship Management strategies
- Support Client continuity, retention and engagement a. Collaborates with client account teams to review findings and prompts to create relationship management strategies to address opportunities, issues, or risk issues b. Connects account teams working on similar client projects or issues to promote standardization of approach and sharing of best practices. c. Serves as a resource and liaison, and coordinates Press Ganey Client Executive Sponsors and account teams to ensure proactive communication and a coordinated client management strategy d. Partners with account teams to best leverage Press Ganey thought leaders and subject matter experts
- Supports quality and process improvement. a. Monitors known quality and operational issues and proactively reviews assigned clients against these issues to identify all impacted; partners with account teams to implement proactive communication and strategies to address known issues. b. Rounds on selected client key contacts for additional context and feedback on relationship management strategies in place; tracks and share results. c. Helps to identify and keep track of “big picture” issues that surface from client monitoring that can inform on improving the client experience, operations, innovations, and new product development, and will interact with pass that information along to regular contacts with strategy, operations, account management, and advisory
- 8 years to 10 years experience required
- Excellent verbal and written skills, including presentations to large management groups
- Executive presence and experience working with senior leaders, managers and employees
- Directly demonstrated leadership experience managing work and resources in consulting, project management, and/or performance improvement areas: Patient Experience, Employee Engagement, Clinical Quality, PI/Lean, Change Management, or OD, for example
- Demonstrated ability to navigate effectively in a fast-paced business environment with competing priorities. Recommend or make major policies for the department. Can make decisions outside of written guidelines
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Manager Client Setup Resume Examples & Samples
- Leads setup activities to ensure accurate and timely client setup. May include ID cards. May include large group implementation
- Mitigates any issues related to group setup
- Drives innovative development of new group setup processes for IBC
- Provides oversight and accountability process improvements, and resource coaching to improve outcomes
- Position interfaces with all levels across the organization to obtain support
- Develops and maintains strong working relationships with Operations, Sales, Marketing, Underwriting, and vendors to facilitate and drive successful client setup
- Relies on extensive experience and judgment to plan and accomplish goals. A wide degree of creativity and latitude is expected
- Responsible for staff recruitment, selection, training, development and management
- Liaises with divisions across the organization to ensure support and effective execution of group setup
- Ensure processes are completed in order to meet internal client measures and government regulations and requirements
- Works directly with the Director to establish the strategic direction for the team
- Serve as escalation point and decision maker for group setup issues
- Manages department budget
- Facilitates regularly scheduled meetings with the Management team to discuss group setup issues and other opportunities or concerns
- Creates and maintains a team atmosphere and work environment to promote work productivity
- Interfaces, influences and negotiates with all levels, internal and external for group setup and improvement issues
- Ensure the professional development of all staff through job assignments and training
- Review/monitor performance and reporting data to determine any future challenges and opportunities
- Minimum 6 years progressive related experience
- Minimum one year experience managing a fast-paced, deadline driven team
- Skilled in utilizing operational and inventory management concepts and tools
- Extensive experience in the Health Care Insurance industry and health insurance regulations, business practices and trends
- Ability to lead multiple and varied initiatives and activities simultaneously
- Strong analysis, attention to detail and problem solving skills
- Excellent communication and interpersonal skills, to include influencing others and negotiation
- Experience in innovative problem solving
- Strong relationship building and leadership skills
- Passion and energy for driving and supporting change
- Working knowledge of MS Office products and related databases and applications
- Strong skills managing people and teams
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Manager Client Servicing Resume Examples & Samples
- Proven success in selling products, services and solutions increasing client revenue and profitability
- Demonstrated ability to proactively build and maintain a comprehensive network, both internally and externally, in order to successfully navigate through client organizations
- Possess a strong understanding of the Global Business Travel marketplace
- Working knowledge of Business Travel Service Delivery technology/tools and processes
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Manager, Client Transition Resume Examples & Samples
- 7+ years of Defined Contribution/Benefit & Non-Qualified Plan, Retirement Industry, and/or Financial Services experience required
- Previous management experience strongly preferred
- Proven ability to negotiate, influence and persuade internal and external stakeholders
- Strong Verbal and Written communication
- Demonstrated strong mentorship abilities
- Proven decision making skills that show value to both the business and client
- Strong Microsoft Office Skills, proficiency in Excel, Word and Power Point
- Demonstrate strong leadership competencies
- Proven ability to recognize trends and identify corrective actions
- FINRA Series 6 and 26 registration required
- Travel up to 15% may be required
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Manager, Client Partnerships Resume Examples & Samples
- Minimum of 5 years of sales, client solutions or agency experience
- Strong knowledge of Power Point and building proposals
- Proficiency in excel
- Passion for the content and distribution business
- Knowledge of the digital marketplace preferred
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Manager, Client Configuration Resume Examples & Samples
- Implement complex new configuration into the HITS application
- Support complex system configuration changes and new configuration requirements, including configuration analysis, design, build and test
- Liaise between client and other essential departments in order to ensure overall quality and client satisfaction
- Define requirements through interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task and workflow analysis
- Participate in solution design
- Ensure client support tickets are resolved
- Manage compliance to all agreed upon SLA’s
- Proactively communicate and collaborate with impacted stakeholders, both external and internal, to analyze information needs and functional requirements and deliver the following artifacts as needed: Business Requirements Documents, Functional Product Requirements Documents, Use Cases,
- GUI Screen and Interface designs)
- Bachelor’s degree computer science, engineering, or related field
- 5+ years of experience SQL
- 5 to 10 years of experience in technical/implementation/configuration
- Knowledge of UX/UI or dashboard design
- Working Knowledge of GUI
- Experience in strategic planning and execution
- Experience with implementation and management of key Client programs and projects
- Professional written and verbal communications skills
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Manager, Client Success Services Resume Examples & Samples
- Lead and manage a team of CSMs, including hiring, developing, and retaining team members
- Provide guidance and support for the CSMs in the areas of client relationship management and product knowledge
- Serve as a point of escalation for CSMs when standard processes have been exhausted
- Manage the quality of Client Success Services offerings including adoption, coaching, workshops, and other programs
- Enhance the use of the Client Success Center as a place for clients to connect, share best practices, and develop communities of practice
- Track, analyze, and report on informal metrics associated with the CSM role and activities associated with Client Success Programs
- Perform other Client Success Service related duties
- ...and being the rockstar you are, be willing to take on additional responsibilities as needed
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Manager, Client Systems Resume Examples & Samples
- Ensures open lines of communication with Account Managers, Assistant Account Managers and managers in all other departments who interface with projects supported by an IT system
- Supports account team by providing business level expertise, technical expertise, and other insights for existing and proposed systems, including preparation of quotes and supporting documentation
- Participates in client presentations in support of proposal delivery and associated question and answer sessions, including stand-up presentations
- Constantly looking for new ways to do business and to improve existing business processes, including but not limited to; new third party tools, opportunity for integration of Internet based solutions, and improved processes for receipt and distribution of information
- Fully support all ISO and CMMI activities to ensure successful completion and ongoing support for the certification process
- Participate in and support the efforts to improve bottom line financial impact of all department activities
- Track status of all major jobs at a high level, i.e. ability to deliver promised products on schedule and within budget
- Monitor status of significant problems in production systems and participate in the resolution of these problems
- Develop and revise staffing plans, permanent and contractor, and monitor the group's ability to deliver as promised using the available staff
- Administrative activities include: review of performance reviews for entire group, monitoring of reported hours and the proportion of billable verses no billable hours
- Maintain an open door policy on all personnel issues and aggressively investigate and address all reported issues of inappropriate activity
- Remain technically conversant on topics associated with Internet applications, Oracle DB functionality, enhancements associated with new releases of software, capabilities of newly installed software, understand process for system backup and restores, understand process for movement of jobs to production for both Internet and client/server applications, and implementation of production scheduler
- Enhance communication of department and company information throughout the organization
- Complete special assignments typically associated with the investigation of new departmental processes, procedures, standards and development of new products
- This position is required to maintain a high level of confidentiality in all duties
- Any additional duties as assigned by management
- Knowledge of Relational Database concepts, Oracle and SQL Server Concepts and Infrastructure, Internet/Intranet concepts – previous website and backend development experience a plus
- Principles of DBs for Oracle, Access and SQL Server, including: table design, rights/roles/permissions, triggers and stored procedures, loads and extracts
- Principles of client/server systems, including: file loads, screen design, report design, creation of integrated production systems
- Principles of operating systems, ex. UNIX, Linux
- Design of Internet based systems and how they interact with an Oracle DB and/or SQL Server DB, including: Cold Fusion, HTML, Java Script, Java, SVN, .Net
- Principles of postal systems, including: address standardization, address correction, CASS certification, ACS returned mail system, merge/purge operations, bulk mail processing options and associated software
- Principles of query tools, client/server and Internet based systems
- Principles of standard software development and how to apply them effectively to new projects and major enhancements
- Ability to use the following software packages: Microsoft Office specifically including: Word, Excel, PowerPoint, Visio and Project
- Previous automotive industry and/or business experience – specifically in the marketing area is a plus
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Manager, Client Experience Resume Examples & Samples
- Understand client needs to develop systems, processes and improvement of communications across key audiences
- Simplify and standardize external client communications to help create an optimal experience that drives loyalty, satisfaction and retention
- Collaborate and influence back-end support for the creation, hosting and delivery of communications experiences that are scalable and repeatable
- Partner with customer life cycle marketing, branding and other internal teams to improve the client experience through the optimization of client communications across all stages of the end-to-end journey
- Develop and implement processes and tactics to enable the sharing of successes and adoption of best practices, empowering employees across the organization with information and training to contribute to improvements in the client experience
- Establish and track effectiveness of internal and external communications
- Support client experience team to implement and manage processes that provide closed-loop feedback on client issues to various teams
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Senior Manager, Client Success West Resume Examples & Samples
- Responsible for creating an account plan and client growth strategy in collaboration with Sales Executive
- Accept responsibility/accountability for responding to all assigned client issues and tasks
- Takes full responsibility for the account in client satisfaction, communication, and when needed, escalation
- Manage all renewals and accurate listing of contract expiration dates
- Protection of existing revenue and monthly analysis of revenue variances
- Provide information to help develop account plan and growth strategy
- Knowledge of the healthcare industry – revenue cycle management knowledge required, specifically HIM
- Written and verbal communication skills, ability to synthesize complex issues and communicate into simple messages
- Computer knowledge including MS Office (Outlook, Word, Excel, Power Point)
- Knowledge of nThrive products or products and services of competitors preferred
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Senior Manager Client Systems Resume Examples & Samples
- Preferably educated to degree level
- Media planning experience in a local market a must
- Highly organised with excellent attention to detail
- People management experience required
- Numerate with experience of working with detailed media plans
- Highly proficient in excel (including macros, vlookup, and pivot tables) and comfortable using other IT software
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Manager Client Partnerships Resume Examples & Samples
- In conjunction with the regional leadership team, assist in the execution of strategic goals and contractual obligations for Beacon’s Western Region, ensuring regulatory and delegation agreement compliance
- Collect and refine appropriate data for analysis, provides summations, observations and insights to address utilization trends, and present findings to management, the client and other stakeholders
- Collaborate with needed contributors in order to support the development of comprehensive reports, deliverables and presentations
- Participate in and attend relevant client and external meetings, as necessary, to deliver exceptional customer service
- Liaise with service center staff and Beacon’s corporate team to advance business needs within the region
- Manage cross-department initiatives within Beacon
- Matrix management
- Verbal Communication
- Handle multiple tasks
- Proven ability to cultivate strong interpersonal relationships among diverse groups
- Self-motivated, able to effectively prioritize in a fast paced environment
- Strong organizational skills, and the ability to track multiple projects/tasks and follow through as needed
- Ability to be proactive and anticipate future needs
- Ability to effectively distill pertinent information in writing and through oral communications
- Can-do attitude and ability to work collaboratively with internal staff and external parties
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Senior Manager, Client Success Resume Examples & Samples
- Assures satisfaction among customer groups with the quality and amount of support provided by monitoring and responding appropriately to outcomes and feedback
- Review invoices as appropriate and monitor AR balance to ensure >90 balances are low
- Internally document at risk mitigation plans
- Review of product usage to identify potential opportunities for better product adoption
- Bachelor's degree with 4+ years work experience in customer management, preferable in a healthcare environment
- Experience interfacing with both internal team members and external clients, as part of a solutions based team
52
Manager, Client Experience & Insights Resume Examples & Samples
- Develop and execute market research projects to support the global Sun Life organization. This includes comprehensive use of both quantitative and qualitative methodologies
- Work with multiple business line and corporate partners to bring actionable insights to the development and execution of customer service strategy
- Maintain knowledge of trends in Client experience across any industry and/or region to inform and provide context for Sun Life-specific insights gathered
- The successful candidate will hold a Bachelor’s degree in Business, Marketing, Market Research, Consumer Behavior or equivalent
- 5+ years, with preference given to those with both client and vendor experience
53
Senior Manager, Client Relationships Resume Examples & Samples
- Identify best of breed relationship management tools and techniques to maximize client advocacy
- Recruit best of breed relationship managers where values and experience are non-negotiable
- Expedite ‘product agnostic’ and ‘national’ team mentality and execution
- Ensuring that client portfolios are correctly aligned to strengths and capacity of the team
- Keeping the team accountable to their roles of creating and developing trusted client relationships and managing, maintaining and enhancing these by continually dealing professionally with the clients/advisers and consistently delivering on the client’s needs
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Manager, Client Relationships Resume Examples & Samples
- Create and develop trusted client relationships and manage, maintain and enhance these by continually dealing professionally with the clients/advisers and consistently delivering on clients’ needs
- To grow the existing Corporate Super book meeting engagement metrics
- Providing Bank/Wealth solutions to clients where it makes sense
- Continually look for ways to streamline and simplify our business through knowledge of our client and their plan design
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Manager, Client Lead Resume Examples & Samples
- Focusing on management of projects and people; business development, and subject matter knowledge in a specialized area
- Developing partnership relationships with senior level client personnel
- Developing professional network through association memberships, speaking and writing engagements and community activities
- Experience driving business requirements, identifying gaps and omissions, and designing solutions
- Ability to implement a defined project management approach, complete deliverables on time and on budget and perform QA for team members
- Communicate project deliverables to client (including facilitating these sessions), as well as project issues and findings
- Resolve all operational problems through direct interaction with the appropriate implementation team/s, or through escalation of critical issues
- Demonstrated track record of managing large and complex consulting engagements; including a role in managing and interfacing with senior level client executives
- Creative thinking and ability to seek innovative solutions to complex technical/business problems
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Manager, Client Advising Resume Examples & Samples
- Develop strategies to optimize the deployment of limited resources (Client Marketing Analysts), coordinate with client managers and the Leader of Member Engagement on how to provide right-fit resources for client interactions. Provide strategic direction to supporting marketing and campaign teams in order to develop and refine client marketing communications strategies. Partner with business leaders to develop and execute communication strategies that align with business objectives to drive awareness of the Organization's capabilities, enhance the reputation of the Organization and its tools and ultimately contribute efforts to drive sales
- Attend key client meetings (e.g., finalist meetings) where senior leadership is required or where analysts are unable to attend because of resource limitations. Lead marketing communications strategy for the highest level visibility clients with executive involvement. Utilize market intelligence and client/consultant feedback to enhance competitive analyses and develop new tactics and strategies to win in the marketplace
- Address any complex issues escalated by Interplan Sales Analysts which require senior leadership to intervene in order to ensure a smooth implementation process for clients
- Monitor the performance of Client Marketing and Interplan Sales Analysts, drive accountability in direct reports and provide guidance on strategies to maintain or improve performance. Make appropriate recommendations to further support sales goals and strategies
- Make decisions on the hiring and termination of direct reports
- Coach and mentor CAT members. Develop team expertise in relevant areas to deliver on client/business strategies. Work with staff to engage cross-functional partners to deliver on business objectives on time and on budget
- Drive the Organization's Core Behaviors in all activities and interactions
- Bachelor's Degree in Business Administration/Management
- 5 - 7 years of experience working in Cross-Funsctional Project Teams
- 7 - 10 years of experience working in the Health Care Industry
- 5 - 7 years of Leadership experience
- 7 - 10 years of Marketing Communications experience
- 7 - 10 years of Marketing Production experience
- 5 - 7 years of Project Management experience
- 3 - 5 years of Sales experience
- Communication Planning
- Cross-functional Team Leadership
- Marketing Communications
- MS PowerPoint
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Manager, Client Systems Resume Examples & Samples
- Manage application product teams mainly focused on web-based technologies
- Manage projects and stakeholder relationships
- Work across internal organizations and with external vendors to implement technology solutions and process changes
- Communicate appropriate information to stakeholders in the business and technology groups
- Ensure that appropriate project management practices are followed
- Manage business and vendor relationships
- 10+ years experience in a technology organization; experience in mutual fund industry preferred
- Thorough knowledge of business application development methodology and lifecycle including familiarity with client and web-based technologies
- Experienced manager with proven ability to coach, guide, encourage and develop staff
- Strong consultative skills
- Strong business analysis and data skills in customized requirements gathering
- Demonstrated leadership in delivering business applications projects
- Experience with software package selection, implementation and vendor management
- Excellent analytical, organizational and problem solving skills
- High level of skills in data modeling and process engineering
- Ability to work independently to identify technological alternatives, reach sound conclusions, and make appropriate decisions and recommendations
- Demonstrated communication skills and experience interacting with senior managers on both business and technical issues
- Strong interpersonal and relationship building skills with a delivery-based orientation
- Excellent communications, oral and written
- Experience with web technologies and data analytic solutions
- Advanced degree, CFA, and/or PMP a plus
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Senior Manager, Client Engagement Resume Examples & Samples
- Support Account Services organization in research, development and data points for ideas and opportunities
- Look at industry and market trends, understanding clients business to help inform team of opportunities
- Help produce and present documents that contribute to ideation deliverables that are client-facing
- Manage delivery of deliverables and prototypes
- Day-to-day support on RFIs/RFPs
- 5-8 years of solid direct marketing/CRM experience with an integrated marketing perspective, in an agency environment
- Experience in an Advertising Agency a must
- Thorough knowledge of the market and trends
- Experience with RFIs/RFPs
- Outstanding and persuasive client-facing and relationship management skills
- Expert knowledge of all agency functional areas; including production, media, research and database management skills
- Superior verbal and written communication skills; Superior presentation skills
- Extensive partnering skills with demonstrated legacy of building and growing accounts
- Work with B2B and B2C Clients
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VP-manager, Client Processing Resume Examples & Samples
- Bachelor’s degree or the equivalent combination of education and experience is required
- Experience in brokerage processing is preferred
- Contract review/due diligence experienced strongly preferred – Financial Services Industry a plus
- Tri-Party Repo and Government Clearance experience optional
- Ability to manage a small team (3-4 people) of contract administrators handling major Broker Dealer contract inquiries and client onboarding requests is strongly preferred
- KYC/AML/TAX Onboarding experience is strongly preferred
- Strong client communication and conflict resolution techniques
- Excellent judgment and decision making skills to fulfill daily responsibilities
- Multitasking ability needed to be able to simultaneously handle day to day client requests + large scale projects
- Advanced Microsoft Excel experience helpful
- Minimum 7 years industry experience preferred
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Manager Client Connectivity Specialist Resume Examples & Samples
- Work proactively in resolving day-to-day BAU projects with various business desks directly
- Partner closely with the trading desk to bring in new revenue (new client on-boarding) and implement enhancements for existing clients
- Be responsible for end to end delivery – requirements, co-ordination with various internal teams, testing and implementation to deliver solutions to EE desk
- Participate in platform renovation – client migration and handle communications for platform updates
- Work within a global team of motivated and talented FIX specialist to deliver quality solutions in a demanding business environment
- Provide second level of production support to ensure high availability of the trading systems
- Deliver to agreed constraints of time, effort and scope
- Have 2+ years of solid experience in a banking environment, preferably equity trading business
- Possess a tertiary education in technology and/or related disciplines
- Work well under pressure, demonstrate strong written and verbal communication skills
- FIX Protocol
- Unix/Linux platform
- Database and SQL query
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Manager, Client Engagement Resume Examples & Samples
- Provides project planning and execution support for Express Interest events and initiatives, including: meeting with partners to determine event requirements, researching options for venue selection, developing event briefs, managing relationships with external vendors, suppliers and agencies, developing event communications and collateral, managing guest lists and providing on-site support
- Manages the development of branded gift/giveaway options for events ensuring that items are ordered on time to meet required deadlines and brand quality standards
- Delivers high quality customer service related to all Global Wealth Management and Global Business Banking client engagement events by developing strong working relationships with key internal partners, escalating customer enquiries/concerns, supporting event hosts, trouble-shooting issues and accommodating special requests
- Manages event budgets including reconciliation actuals to estimates, processing invoices and coordinating event charge-backs
- Engages on special marketing projects as requested by Director to support Scotia Wealth Management’s brand development work
- Ability to work independently, managing and executing events
- Strong client-service focus
- Flexibility to work evenings and weekends as required
- Ability to travel to off-site venues as required. Position requires incumbent to organize schedule to work primarily on local events (in Toronto)
- Familiarity with basic accounting principles, attention to detail and diligence with event oversight and post-event follow-up, is required
- Strong problem resolution skills
