Manager, Client Service Resume Samples
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Manager, Client Service Resume Samples
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TY
T Yost
Tressie
Yost
13192 Schmitt Meadow
Houston
TX
+1 (555) 698 2104
13192 Schmitt Meadow
Houston
TX
Phone
p
+1 (555) 698 2104
Experience
Experience
Los Angeles, CA
Manager, Client Service
Los Angeles, CA
Fritsch-Wehner
Los Angeles, CA
Manager, Client Service
- Responsible for the overall service quality delivered to fund clients including monitoring and managing escalations for systemic issues – client retention
- Management of servicing staff and day-to-day servicing, processing and controls
- Documents meeting results, providing practice feedback to Operations and Management
- Serve as an acting backup to the Director, providing leadership, guidance and direction to team members in the absence of the director
- Conducts performance management and career development processes, provides input for staffing and disciplinary actions and provides hands-on training to staff
- Responsible for ensuring accurate billing of services and timely payment by clients
- May have oversight of Workforce Management to include scheduling, and succession planning
Los Angeles, CA
Manager, Client Service Management
Los Angeles, CA
Witting Group
Los Angeles, CA
Manager, Client Service Management
- Responsible for ensuring end to end new and existing services provided to our client are functioning as expected, meeting contracted service levels and quality standards
- Manage a team of approx. 10 Client Service Co-Ordinators/Managers
- Manage complex workloads to ensure all SLA’s are met
- Responsible for managing and developing positive relationships with clients
- Ownership for ensuring the team work across the organization to document, monitor, measure and improve the services contracted to clients
- Responsible for ensuring operational teams and processes are fully engaged in support to the client
- Ownership of Client service improvement plans
present
Detroit, MI
Senior Manager, Client Service & Solutions
Detroit, MI
Beahan-Schmitt
present
Detroit, MI
Senior Manager, Client Service & Solutions
present
- Manages client evaluations and business cases, performing triage on engagement activity to determine work effort and priority
- Proactively manage key stakeholders for CS & S to promote collaboration and teamwork
- Work closely with other functions within Client Service and Solutions as well as Client Operations as a whole and Sales & Distribution
- Perform ongoing assessment of product/service offerings to clients and identify standards vs non-standards
- Takes on specific assignments and initiatives to support the strategic goals of the Client Service & Solutions functional development
- Manages the organisational communication & reporting for the geography
- Liaise with managers in Client Operations to ensure client interaction is seamless and leverage key subject matter experts to deliver on the promise
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Webster University
Bachelor’s Degree in Business
Skills
Skills
- Highly flexible and adaptable to change
- Ability to work in an independent, self-driven manner, and to motivate others to do the same
- Manage the internal Features Digital release schedule and pricing for the APAC territories, as well as the communication of these releases and price tiers via partner-facing Sales Communication reports and business-to-business integrations
- Collaborate with internal and external points of contact to coordinate the delivery of video, audio, subtitle, artwork and metadata assets in adherence to SPHE and customer specifications
- Cultivate communication with Territory Digital Account Managers in order to facilitate the execution of partner pricing promotions, timely delivery of territory-specific assets and home-office support for territory priorities
- Interface with customer contacts to expedite the resolution of territory avails or content-specific issues and questions
- Develop in-depth understanding and experience-based knowledge bank in regards to territory- and/or region-specific practices and processes
- Respond in a timely and accurate manner to reporting and research requests from upper management
- Coordinate with customer, internal servicing and Business contacts to ensure proper execution of non-standard title releases, promotions, pre-orders, etc
- Prioritize day-to-day responsibilities along with ongoing ad hoc projects and product optimization goals
15 Manager, Client Service resume templates
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1
Business Manager Client Service & Onboarding Latin Private Bank Resume Examples & Samples
- Provide disciplined project management to Client Service and Onboarding-specific projects, and provide representation on projects of broader impact
- Collaborate with regional leadership team to drive successful implementation of various initiatives and priorities
- Partner with local management across LatAm region to identify process, procedure and technology gaps and opportunities
- Effectively navigate JPMC organization to research and develop strategic and/or tactical solutions to identified issues
- Own Risk Control Self Assessment (RCSA) process for Service and Onboarding practices in Latin America
- Conduct analyses to drive further insights and opportunities about business; develop metrics and reporting, particularly for onshore business, as needed
- Facilitate key talent management activities across Service and Onboarding practices
- Actively partner with regional counterparts (US, EMEA, Asia) to develop best practices, share ideas and resolve issues related to Client Service and Onboarding functions
- Minimum of 7 years experience in the Financial Services and/or Banking industry
- High level of personal initiative, and ability to perform effectively in a fast-paced environment with rapidly changing business priorities
- Strong understanding of banking controls, current regulatory trends, AML/KYC topics
- Effective communicator (both orally and in writing); ability to influence effectively at all levels and bring a variety of issues to resolution
- Strong ability to conceive and produce concise, impactful presentations
- Proactive, strategic thinker demonstrating good judgment and strong problem-solving skills
- Excellent analytical abilities; extreme attention to detail; highly organized
- High proficiency in Excel & PowerPoint
- Fluency in English and Spanish and/or competency with Portuguese a plus
2
Manager, Client Service Resume Examples & Samples
- As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Carries out activities that are large in scope, cross-functional and technically difficult
- Develops periodic goals, organizes the work, sets short-term priorities, monitors all activities, and ensures timely and accurate completion of the work
- A College or University degree is preferred and/or relevant proven work experience is required. Financial Industry Operations and Investment Operations experience, including some management and client service experience is required
- Prior management experience within the Financial Services industry, preferably front office and/or institutional operations
- Prior client and/or vendor management relationship experience
3
Manager, Client Service Resume Examples & Samples
- Extensive working product knowledge of Money Markets, FX, Repos, Term Deposits, Fixed Income, OTC and Exchange Traded Derivatives
- Direct Fixed Income Middle Office experience with an investment manager, broker dealer or hedge fund
- Emerging market debt operations experience is a plus
- Working portfolio accounting, valuations and client reporting experience is required
- Working knowledge of Bloomberg & Omgeo CTM/Oasys/ALERT
- Experience supporting Dodd-Frank Act, EMIR and OTC central-clearing initiative action plans/projects
4
Manager, Client Service Resume Examples & Samples
- Responsible for the overall service quality delivered to fund clients including monitoring and managing escalations for systemic issues – client retention
- Address client requests for new services/capabilities or perspective on regulatory impact – key to understand client’s business and ensure that client requests/problems are well detailed in order to find a solution to these items, usually outside normal operating mandates; be it by engaging other teams or by resolving themselves; ultimately taking accountability for the timely execution against the client’s need
- Responsible for the presentation/action points regarding KPIs and operational logs to clients (Coverage clients) and their Boards (for Offshore clients
- Engage in dialogue around the client’s business, their objectives and critical success factors to understand their future needs and implications around how they view service standards and areas of greater or lesser importance
- Key contributor to the development and maintenance of the Client Profile, CRM, SRR and global dashboards to monitor client’s overall health status
- Create/monitor the VOC for overall service satisfaction and proactively engage the client and internal stakeholders to advance and resolve potential issues – ultimately accountable
- Utilize business acumen to understand the various factors that contribute to client retention risks including non-service factors – for example, changes in the political landscape, new leadership/board members, changes in the level of client engagement
- 5-10 years experience in Asset management, Client Relationship and Service management or equivalent front office position in the financial industry
- Proven ability to solve problems and deal with ambiguity, often outside the standard business practices
- English – Canada with a preference for French
5
Manager, Client Service Resume Examples & Samples
- Manage the internal Features Digital release schedule and pricing for the APAC territories, as well as the communication of these releases and price tiers via partner-facing Sales Communication reports and business-to-business integrations
- Cultivate communication with Territory Digital Account Managers in order to facilitate the execution of partner pricing promotions, timely delivery of territory-specific assets and home-office support for territory priorities
- Interface with customer contacts to expedite the resolution of territory avails or content-specific issues and questions
- Develop in-depth understanding and experience-based knowledge bank in regards to territory- and/or region-specific practices and processes
- Coordinate with customer, internal servicing and Business contacts to ensure proper execution of non-standard title releases, promotions, pre-orders, etc
- Communicate with Sony Pictures Television counterparts to ensure SPHE adherence to VOD timing and availability
- 2-3 years studio, media supply chain and/or Digital distribution experience
- Fluency in APAC regional languages a plus
6
Manager, Client Service Resume Examples & Samples
- Lead the timely resolution of cross-operational unit issues, inquiries or complex concerns – usually across multiple units, often with ties to Treasury, IT or other units outside Investor Services
- Many of the items being dealt with have a high degree of ambiguity often requiring detailed sessions to understand the nature of the ask; often require managing internal/client expectations as well as managing client’s actions
- Lead virtual teams as often elements of an issue, inquiry or client request require multiple disciplines and occasionally across multiple geographies
- Responsible for ensuring accurate billing of services and timely payment by clients
7
Manager Client Service, Specialized Services Resume Examples & Samples
- Ensure the Private Client Service Associates (PCSAs) are demonstrating a customer-centric commitment by putting their customers first and ensuring legendary service is provided at every customer interaction to maximize retention and growth
- Promote the use of job aids and training material to assist in control accountabilities (e.g. Managers’ Handbook, Current Fraud Schemes and Prevention Guide, Special Bulletins, etc.)
- Promote and encourage participation in community related activities
8
Associate Manager, Client Service Resume Examples & Samples
- Management of complex service issues and resolution
- Audit response support and coordination
- Client liaison for internal partners
- Data management and metrics reporting related to Servicing activities (volume, timeliness, quality, etc)
- Support to Product teams and internal groups for new product development and changes to existing product support processes
- Bachelors degree or equivalent experience required
- Minimum of 4 to 6 years of financial services background with investment operations experience with Defined Benefit/Defined Contribution product administration
- Project management and process management experience
- Proven prioritization and organizational skills
- Strong relationship management skills with ability to partner and build professional relationships in a cross-functional environment
- Strong conceptual thinking skills
- FINRA Series 6 and 63, and State Life Insurance Certification required within 120 days
9
Manager, Client Service Resume Examples & Samples
- Develop and sustain relationships with key contacts within assigned client organizations, understanding how the firm operates, makes decisions and various political aspects; ensuring strong connectivity and expanding the scope of connectivity
- Identify up-sell/cross-sell opportunities and appropriately engage S&D to advance/close
- Maintain Premier Provider Status
- Extensive experience in Asset management, Fund Administration, Client Relationship and Service management or equivalent front office position in the financial industry
- Strong industry/segment and market knowledge
- Deep knowledge of I&TS organization – as well as products & services
- Communication verbal & written
- Ability to get things done
10
Manager, Client Service Resume Examples & Samples
- Responsible for the overall service quality delivered to institutional (B2B) clients including monitoring and managing escalations for systemic issues –client retention
- Items being dealt with may have a degree of ambiguity often requiring sessions to understand the nature of the ask; often required to manage internal/client expectations as well as manage client’s actions
- Lead virtual teams as often elements of an issue, inquiry or client request require contributions from multiple functions
- Responsible to gather and maintain appropriate, accurate and timely client documentation including legal agreements, KYC/AML, authorized signatories, etc
- Key contributor to the development and maintenance of the Client Profile, CRM and global dashboards to monitor client’s overall health status
- 5-10 years experience in Pension administration and client relationship management or equivalent front office position in the financial industry
- Proven track record in understanding client relationships, with an ability to overcome client objections and create compelling rationale for managing client requests/concerns
- Comprehensive knowledge of Pensions regulations and major market participants
- Proven ability to solve problems and deal with ambiguity
- Proven track record. Able to influence both internal and client organizations
- Confident, motivated, self-starter who excels working in collaboration with other teams
11
Senior Manager, Client Service & Solutions Resume Examples & Samples
- Direct a team of Client Business Managers as well as the Client Solutions team, with the ultimate goal to retain and grow our Coverage and Mid-Market clients and support client requests
- Manage assigned client relationships as per the Client Business Manager mandate; manage new and existing client needs within the existing Client Solutions framework, leveraging the larger centres
- Assist the Director, Client Service with the creation and maintenance of detailed plans to improve the country/region client experience
- Ensure that team members execute on the differentiated service model strategy for Coverage and Mid-Market clients
- Deliver a consistent global client service experience, working collaboratively with the client teams and peers in other geographies
- Oversee the VOC collection process and ensure that regular SLRs take place for Coverage clients
- For Coverage clients, be introduced to and maintain relationship with main client contacts
- Coach CBMs and ensure that they develop a solid knowledge and understanding of the services and processes related to their assigned clients
- Mentor team members on dialogue elevation and ongoing understanding of industry trends
- Escalation point for all assigned relationships within the team
- Manages client evaluations and business cases, performing triage on engagement activity to determine work effort and priority
- Manages the organisational communication & reporting for the geography
- Supports the achievement of the annual business plan for revenue growth through timely assessments and transition of qualified new business
- Supports the Coverage team to define the client’s business case
- Oversees and performs consultative process flow reviews
- Defines and implements the target operating model for Client Service & Solutions locally
- Takes on specific assignments and initiatives to support the strategic goals of the Client Service & Solutions functional development
- Attends local/regional management meetings
- Participate in FWG and lead/drive global initiatives to meet CS & S business objectives locally & globally
- Proactively manage key stakeholders for CS & S to promote collaboration and teamwork
- Client satisfaction and retention
- Review impact of client requests and processes on: efficiency, financials and risk levels
- Extensive experience in Asset management, Client Relationship/Service management or any equivalent front office position in the financial industry
- Proven track record in building and maintaining excellent long term client relationships and delivery/execution of change
- Comprehensive knowledge of the core products and services required within the asset management, insurance, pension and FI client base as well as RBC I&TS’s infrastructure
- Multilingual (English and French (Canada), German and/or one additional European language)
- Strong industry and market knowledge
- Deep knowledge of the organization, infrastructure, products and services
- Negotiation
- Presentation
12
Senior Manager Client Service Resume Examples & Samples
- Act as a key national/regional contact for business partners/suppliers acting as the representative for the Dealer within the prescribed limits and accountabilities defined by Managing Director
- Create, expand and maintain strong working relationships with national/regional clients acting as the representative for the Dealer business within the prescribed limits and accountabilities defined by the Managing Director
- Recommend technology enhancements to the National Office group (Senior Manager, Operations) as it relates to supporting servicing of the Automotive Finance clients
- Actively support the Bank’s participation in Automotive Captive Finance Programs to capitalize on relationship building and improving the service offering
- Negotiation (In-depth)
- Problem Solving (Working)
- Risk Management (In-depth)
- Personal Conditional Sales Contract (CSC) lending qualified limits including Business for Self (BFS)
- Small Business Analytics
- In-depth knowledge of personal lending products and services (primarily Conditional Sales Contracts
- In-depth knowledge of the Bank’s lending philosophies, Policies & Procedures
- Bilingual (East)
13
Senior Manager Client Service & Support Resume Examples & Samples
- Leading the delivery of customer service and promotion of deposit products in ADS to the Advisor/Agent community
- Participating in the development of new products and systems, including related policies, procedures and standards
- Leading and developing the ADS Service and Support teams
- Managing the effectiveness, quality and efficiency of ADS Operations
- Reviewing and implementing procedures and controls to maximize productivity and ensure compliance with Bank and regulatory policies/ procedures
- Lead the delivery of superior customer service and promotion of deposit products to the Advisor/Agent community by
- Developing and maintaining a clear understanding of business strategy and working collaboratively with stakeholders to ensure successful achievement of business goals
- Ensuring that all unit staff deliver a high level of “front-line” service and support in all interactions, ensuring response quality and timeframes are established and maintained and to the client’s satisfaction
- Developing and maintaining tracking mechanisms to ensure the provision of excellent customer service and support to advisors/agents through Partner Call Centres (e.g. Dynamic)
- Identifying underlying systemic issues that may impact customer service quality, risk control, growth or profitability
- Ensuring all inquiries/correspondence/complaints are effectively and accurately investigated, responded to and resolved within established timeframes and to the client’s satisfaction (including accurate and timely data entry of all manual requests and ensuring rate changes are accurately processed)
- Responding directly to escalations or high profile, sensitive or complex issues; ensuring they are resolved without negative impact to the organization or clients
- Providing advice and counsel to other areas of BNS/outside service providers on operational issues, processing procedures and documentation requirements
- Providing clarification of policy and procedures; interpreting situations, providing direction and recommending the authorization of activities where practices are unclear or require interpretation
- Ensuring that the Bank’s Complaint Resolution process and Chain of Communication are followed at all times
- Participating in the development and implementation of new products and systems, including related policies, procedures and standards and participate in BNS–wide initiatives by
- Managing the operational impact assessment of proposed new products, programs, marketing, process changes on policies, procedures, operational and systems feasibility, documentation, forms, operational and reputational risk, compliance (legislative, regulatory, policy, contractual)
- Ensuring operational and compliance procedures are incorporated as new products/programs are introduced
- Participating in the development and implementation of process solutions to address impacts of new initiatives including definition/preparation of business/systems requirements
- Contributing, as part of the Senior Management team, to ADS’s long term and strategic planning including new product launches, new business strategies
- Overseeing/coordinating systems/operational changes including ensuring required reports, UAT, etc. are completed
- Lead and develop the ADS Service and Support team by
- Motivating individual and team performance, setting clear performance objectives, creating an engaged team environment focused on customer service and results; providing opportunities for staff to share responsibility for achieving business objectives/goals
- Ensuring staff are fully trained, including cross-training for back-up during peak volumes/absences; providing coaching, guidance and instructions on day-to-day activities; mentoring and developing technical and behavioral skills of subordinate staff
- Monitoring, assessing and rewarding performance/managing non-performance
- Ensuring effective staff work schedules to meet processing deadlines; maximizing available resources, adjusting staff work schedules to accommodate business requirements and meet established service levels
- Resolving issues and negotiating compromises
- Manage the effectiveness, quality and efficiency of ADS Operations by
- Developing and maintaining trending and tracking systems, ensuring the timely and accurate provision of daily, weekly and monthly operational activity reporting, in particular those related to workload management and service levels
- Ensuring the accurate monitoring and resolution of AML/related party activity
- Ensuring operating practices and procedures comply with regulatory and internal DBC/BNS Bank requirements including Bank policies, rules and regulations, confidentiality of information, Audit/segregation of duties, The Privacy Code, Anti-Money Laundering/Anti-Terrorist Regulations
- Ensuring adherence to the terms and conditions of Agent Agreements and Operating Agreements with Partner Affiliates
- Minimum 5 years financial services industry experience with an operational background
- Excellent knowledge of ADS, BNS and regulatory (OSFI, Bank Act, Privacy Act) policies, processes, procedures, including operational, fraud detection, AML, KYC, client privacy, documentation and disclosure requirements and issues as they relate to deposit products
- Excellent knowledge of ADS products and their operational requirements
- Excellent knowledge of ADS operating/application systems, including capabilities, limitations, interfaces
- Thorough understanding of the Bank’s and ADS’s strategic business direction and mandate
- Thorough understanding of key stakeholders and delivery channels
- Good knowledge of systems processes and development methodology
- Strong PC skills (Word, Excel, PowerPoint, Outlook Calendar)
- Excellent interpersonal, communication and customer service and support skills; ability to communicate effectively and develop and maintain relationships with a wide range of internal and external stakeholders; obtain stakeholder buy-in and gain cooperation on new initiatives
- Excellent leadership and people management skills; strong mentoring and coaching skills to help develop staff and foster a positive and effective team environment; experience leading a team
- Innovative and forward thinking; ability to seek out innovative and creative solutions and champion continuous improvement
- Sound planning and organizational abilities to deal with multiple demands and time constraints and ensure the unit meets operating timelines. Ability to multi-task to work on numerous initiatives concurrently
- Customer and Results Focus: understand customer needs to maximize customer satisfaction, increase share of market and achieve objectives; strive for constant improvements and achievement of business goals
14
Manager, Client Service Resume Examples & Samples
- Deliver on commitments through active monitoring of the VOP through KPIs and pro-active client team activities
- Accountable for client documentation, including periodic reviews and updates, related to SLS, operating memorandums, KYC/AML, COAS and authorized signatures
- Own and manage complex and cross functional queries, issues and deliverables
- Ensure all services provided to assigned clients are identified, understood and invoiced in line with applicable fee schedules
- Actively develop and sustain relationships with key contacts within assigned client organizations and assist in expanding scope of connectivity
- Where required, provide support to Client Operations in dealing with direct client queries. Provide oversight for operations team in Malaysia as requested
- Uphold RBC values in all client interactions
15
Manager, Client Service & Support Resume Examples & Samples
- Leads workplace initiatives and ensures all established benchmarks meet / exceed senior management expectations Mitigates Operational / Transactional risk through proactive measures and ensures appropriate procedures are in place to avoid future incidents
- Preside over the delivery of service and support to a the BBE client base by implementing and consistently meeting measurable Key Performance Indicators, ensuring problem resolutions are timely in a deadline driven client environment
- Govern the tracking, measuring and reporting service gaps/client impact errors, ensuring a high level of accuracy is maintained for all host enrolment systems/data base records/workbench applications and lead the team in identifying inconsistencies and communicating standards throughout
- Direct leadership and management of day to day complex activities to a diverse work team emphasizing coaching, continuous self development and teamwork with particular focus on staying current with the ever changing world of products, services and technology
- Lead cross-training initiatives for all positions to ensure availability of primary/secondary back up, developing a culture of continuous self development including use of all programs and resources including RBC Campus/self study and participating in rewards & recognition program, committees, cross-functional teams etc
- Lead on behalf of Client Service and Support staff, initiatives with other Enterprise and Ops teams and service partners including I&TS BBE, Product Management, and IT to capture synergies and establish effective relationships to enhance customer care strategies and maintain appropriate service level agreements
- Identify and minimize Operational/Transactional risk through proactive measures
- Champion identification of process improvement initiatives, implementing solutions while maximizing productivity and resources. Ensures all processes are documented and well communicated
- Mitigates operational /transactional risk through proactive measures and is fully prepared for BCP and DRP events
- Ensures processes/controls are in place for any new or changed Policy & Procedures affecting your unit and that all staff (including part time staff) are kept up to date on the new/updated policies/procedure
- Acts as advocate for Coverage/Mid-Market banks for resolution of escalated service related issues and provides advice relative to bank products and services
- * Posting end date: January 10th, 2016***
16
Manager Client Service Resume Examples & Samples
- Provide accurate, timely and efficient responses to client inquiries. Ensure professional standards and maintain quality of client servicing
- Liaise with and maintain effective communication networks with internal and external peers and colleagues in particular Investment Management, Portfolio Specialists, Product Management, Global Client Service Support, New Business Services, Portfolio Administration, Compliance, Legal and Risk/Performance Management to ensure the integrity, accuracy and appropriateness of information provided to clients
- Retail & Institutional
17
Manager Client Service Resume Examples & Samples
- Lead, coach and oversee activities of the Sales Assistants and other branch support staff
- Coordinates the implementation of new policies & procedures intended to improve the quality of service
- Lead and apply the performance management process, supporting employees in their personal and performance development by utilizing training and resources as appropriate
- Remain abreast of client feedback on service quality and together with the primary Manager Client Service coach the team to prevent issues and improve the client experience and related initiatives
- Provide leadership for all national and branch projects and initiatives; take the lead on change management to ensure implementation is smooth and adoption is early
- Coach and develop branch support staff – ensure performance objectives are set, feedback is provided, quality annual/mid-year assessments are completed and ongoing training and accreditation programs are in place
- Support the team by continuously developing knowledge in own area
- Contribute to a positive working environment within the branch and with internal partners
- Actively participate and contribute in national Manager Client Service Conference Calls, National and Regional Calls, providing input and feedback as required
- Contribute to the success of the branch through personal and team commitment
18
Manager Client Service Resume Examples & Samples
- PCCG Finance
- Credit Department
- Operational Risk and Compliance
- Corporate Audit Department
- PCCG Human Resources
- Integrated Distribution & Operations
- In-Field Support
- Credit operations
- Financing Products
- LOSC
- Support Services
19
Risk Manager, Client Service Delivery Resume Examples & Samples
- Work closely with line of business management in order to understand their business and what concerns they may have
- To identify each businesses’ risk issues, and to be proactive in promoting possible solutions to manage any residual risks
- Identify material operational and other business risks, assess the effectiveness of control design, changes and ensure that any control gaps identified are managed until closed within a timely basis
- Develop and implement standards and policies appropriate for the business that conform to the principles and policies established by Risk Management
- Participate in, or lead, cross-functional initiatives designed to assess and mitigate risk
- Elevate report and investigate errors, losses and near misses, identifying the root causes and overseeing the implementation of corrective actions
- Work with the line of business to ensure that all Risk Events are comprehensively captured within the Risk Management Platform, linked to the relevant G/L postings, and closed in a timely manner
- Analyze data and errors to identify emerging risks, related to new products or significant business process changes and propose effective solutions
- Review key risk indicators for coverage and effectiveness, identifying root causes for red and/or amber conditions
- Ensure that processes, risks, and controls are continually reassessed for appropriateness and completeness
- Attend business, risk and governance committees relating to APAC CSD Groups and as required by the Senior Risk Manager covering the wider business functions and legal entities
- Production of routine Line of Business/CSD Risk Reporting for Senior Management and Governance Committees compiling management information, and adding quantitative/qualitative risk analysis
- Provide reporting to, and respond to requests from Senior Risk Management, as it relates to the oversight of APAC CSD activities and the implementation of the risk management framework within the operations groups throughout Asia
- Promote a strong risk awareness culture within the line of businesses
- BSc/BA degree and some experience of operations, audit and/or risk management in an established financial services or investment management organization
- Knowledge of one or more of the following investment areas (Funds Transfer/Cash Operations, Letter of Credit Processing, Internal Control, Operations)
- Knowledge and experience of current regulatory topics and change programs is desirable
- Excellent communication and diplomacy skills and an ability to persuade and and influence
- Excellent problem-solving and analytical abilities
- Outstanding interpersonal and communications skills
- Good working relationships
- Sound knowledge of business areas within portfolio
20
Manager, Client Service Management Team Resume Examples & Samples
- 3+ years of financial service experience with substantive background in Defined Benefit, Defined Contribution and Non-Qualified benefit products
- FINRA Series 6 and 63 and 26 required within 120 days
- Minimum of 2 years of management or supervisory experience preferred
- Self-starter who demonstrates courage to challenge the status quo when appropriate; i.e. a change agent
- Strong negotiator and strategic thinker
- Demonstrates ability to lead others (in a reporting or non-reporting structure)
- Successfully manages projects from inception to completion
21
Manager, Client Service Assessment Resume Examples & Samples
- Manage all aspects of the client satisfaction survey planning, implementation, and analysis process, liaising frequently with KPMG partners and staff
- Develop implementation plans, conduct analysis, and using specified metrics, monitor client satisfaction survey activity
- Work with client service teams to develop follow-up action plans for service improvements and help to ensure ongoing dialogue around service issues
- Participate in the development of appropriate reports and work on other special projects as requested
- Minimum five years of progressive marketing experience; preferably within a professional services firm or similar dynamic environment that relies and operates on accuracy and the attention to detail
- Superior organizational skills; ability to define, evaluate, and manage numerous complex projects with overlapping deliverables and deadlines
- Excellent communicator, orally and on paper, and be able to interact effectively with and influence lead partners
- Market research and surveying experience
- Team player and work towards helping the entire team to succeed
- Proficient in Microsoft Office Suite applications including Word, Excel, PowerPoint, and Outlook
22
Senior Manager, Client Service Management Resume Examples & Samples
- Key leader in development of CSM organizational strategy
- Drive the transformation of the Client Service Manager role by increased focus high value activities
- Lead cross-functional teams that help drive improvements for the efficiency and strategy of the CS Org and our Customer
- Provide leadership, guidance and mentoring for CSM team and peers
- Serve as escalation point internally and externally, answer team questions & resolve team issues
- Coordinate and manage regular meetings for team, including (but not limited to) individual 1:1s and full team meetings
- Manage and distribute workload across team
- Develop and communicate individual CSM performance goals
- Coach and performance manage individual CSM’s against performance goals
- Develop and maintain process and policy expertise at basic level
- Lead Account Transitions across CSM organization
- Mentor other CSM managers
- Lead Manager forum Americas/Globally
- Lead development of Channel CSM support strategy and model
- Strong leadership skills - Required
- Able to collaborate and build strong personal relationships across many teams
- Strong negotiation and team-building skills with the ability to create consensus among cross functional teams and leaders
- Calm and effective under pressure. Able to remain professional in high stress situations
- Excellent written and verbal communication skills at all levels of Equinix and customer organizations
- Effective presentation capability and style for all levels of the organization
- Agent for change, creative thinker, decisive. Ability to work and make decisions independently
- Technical aptitude and understanding of the technical service industry preferred
- Requires strong decision making, analytical, and problem solving skills
- Able to train and/or mentor individual reports/individual reports and peers
- Bachelor’s degree required preferably in a technical subject, or equivalent experience
- 10+ years in a CSM or CSM management equivalent role or prior relevant experience
- 5+ years prior management experience required
- Experience working within a global environment supporting multiple regions and time zones
- Experience working with channel programs
23
Manager, Client Service Resume Examples & Samples
- Develop and manage a key account team in TNS Malaysia which covers both local and regional research programs
- Develop and grow client relationships with this key account and others into partnerships and business opportunities
- Play a key role in delivering value added insights via research projects
- Provide quality services to clients independently including all aspects of research process including client briefings, writing proposals and reports, project design and implementation, and analysing of research
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Manager, Client Service Management Resume Examples & Samples
- In this position you'll be responsible for ensuring the client’s satisfaction with the Service component of their relationship with both internal and external constituents.. You will be assigned a line of business for operational service support and overall client oversight. Through in-person meetings and direct phone contact, you'll identify the client's (internal and external) expectations; remain attuned to changing demands and assume a leadership role in advancing the clients' knowledge and satisfaction with the Fiserv Customer Solutions group. You must understand the financial services industry; the technology that drives electronic commerce and the impact of problems. A Manager of Client Service Management knows how to deliver solutions and is considered a business partner with the clients
- 5 years experience in an area of bank operations, i.e. e-commerce, lending, savings, or special software applications
- 3 years experience using Fiserv systems is a plus
- 5 years experience with customer service/contact experience, preferably in a financial institution environment
- Extensive experience in establishing and conducting face to face relationship-based meetings with managers and executives within your assigned portfolio
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Associate Manager, Client Service Resume Examples & Samples
- Have ownership of high quality client deliverables
- Be accountable for supporting the region in achieving and exceeding revenue targets through excellence in partnership with Innovation Business Partner (IBP) to meet client expectations and quality deliverables
- Support Client Development (CD) teams in meeting revenue goals by ensuring outstanding analytics and partnering with CD in strengthening client relationships
- Coach analysts on projects
- Drive capacity planning activities, to ensure work is being done efficiently and in a timely manner
- Provide input into overall analytic strategy for the region in partnership
- Detail orientation and strong organization skills
- Ability to think strategically about training and development needs
- Strong working knowledge of Innovation Practice products and services, and ability to execute a variety of complex projects
- Works with the VPs to help execute analytic strategy
- Strong interpersonal skills and ability to deal with a variety of performance situations
- Drive success of projects independently
- Bachelor's Degree Required
- 3-5 years experience
- Strong mathematical and analytical aptitude
- Strong marketing/research background
- Highly Proficient in Microsoft Office software
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Project Manager, Client Service Resume Examples & Samples
- Formulates the project plan, in accordance with the goals and timing, as defined by contract; specifies the staffing of the project, resources required, anticipated costs, risk assessment and quality standards to be used
- Manages the overall customer satisfaction by balancing scope, pricing, and scheduling decisions with what was purchased and forecasted
- Controls the project budget and project progress, evaluates all project initiatives as to feasibility, takes corrective actions when necessary and generates adequate reporting
- Leads the project, within the project budget in terms of quality, customer satisfaction, time, information and organization, monitoring progress and managing external resources
- Ensures appropriate communication between implementation team members to ensure success, efficiency and risk mitigation
- Directs project team members and gives them operational guidance
- Creates and executes explicit action plans that satisfies both customer and business goals
- Works collaboratively with implementation teams
- Reports on employees’ performance to the hierarchical superior of the employees for the purpose of appraisal and may make proposals for training
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Manager Client Service Resume Examples & Samples
- Provide resources and direction to effectively service customers, Client training, reporting, presentations, and communication
- Monitor and effectively managing to established KPI’s
- Implement solutions for identified service trends
- Work with the Operations Team on critical initiatives including, but not limited to, external projects, incident response, process improvement, employee training, and developing/maintaining standard operating procedures. Ensure departmental compliance with system auditing, client profile updates, and other administrative duties. Responsible for hiring, managing, and developing employee(s). Creates and maintains a motivational work environment
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Manager, Client Service Resume Examples & Samples
- Create and negotiate the Service Level Agreement (SLA), measure delivery of services against SLA, take corrective actions where needed to address service deficiencies
- Generate, interpret and action Management Information Statistics (MIS) metrics; monitor key metrics for trends and act accordingly
- Create, document, maintain and improve process flows, operating procedures and controls
- Participant on business and technology enhancement initiatives
- Ensure appropriate operational controls in order to manage and mitigate risk to Northern Trust
- Work to increase knowledge of the IOO product & service delivery model
- Research, analyze and resolve complex client inquiries
- Assist in performing cost benefit and impact analysis related to the request for new client services
- Responsible for creating and executing a Client Service Team Operating & Action Plan that seeks to improve service quality, operating efficiency and team effectiveness
- Ensure internal and client issues are communicated and escalated in a timely manner
- Facilitate the Shared Services Engagement model, responsible for coordinating shared service delivery across NT servicing teams
- Ability to coach and develop team members
- A college or university degree and/or 5-10+ years of relevant work experience
- Previous Financial Industry Operations, Asset Management and/or Investment Operations experience
- Previous management or supervisory experience
- Previous client management and client service experience in a service oriented environment
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Team Manager, Client Service & Support Resume Examples & Samples
- Demonstrates strategic thinking, analytical skills, problem solving, attention to detail, and business acumen
- Thorough knowledge of banking/financial services industry with a minimum of three years prior experience
- High degree of decision making and demonstrate the ability to work effectively on a fast paced and dynamic team with ability to quickly organize and manage multiple priorities
- Ability to identify client issues that pose a risk to the firm, lead Financial Service Professionals to handle them appropriately and recommend solutions to address future issues effectively
- Maintain a superior level of customer service with internal business partners and external clients
- Active FINRA Series 7, 63, 9, 10 licenses (Unlicensed candidates would be hired under a Condition of Employment (COE) to obtain licenses within a specified time period)
- Bachelor’s degree in finance, economics, business administration, or related area
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Associate Manager, Client Service Resume Examples & Samples
- Assists in managing the total research needs of a regular client or a set of minor clients by supervising all projects undertaken and develops close business relationships together with the Senior Manager/Director
- Undertakes innovative or new research concept applications under the guidance of the AMD Director
- College graduate in any of the following – Communication Research, Marketing, Statistics, Math, Economics, Psychology, Sociology, Mass Communication,
- Management or any related discipline
- Working knowledge of the use of various statistical and analytical techniques is an advantage
- Proficiency in SPSS or other statistical tools is an advantage
- Proficient in MS PowerPoint, Excel and Word
- Demonstrates intellectual and professional integrity
- Demonstrates leadership and generates teamwork across functions
- Good networking skills and service orientation
- Innovative, adaptable and flexible
- Able to manage multiple projects at the same time
- Articulate at conveying ideas, both oral and written
- Good in numbers, attentive to details
- At least three (3) years work experience, either in qualitative or quantitative research
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Manager, Client Service Management Resume Examples & Samples
- Responsible for ensuring end to end new and existing services provided to our client are functioning as expected, meeting contracted service levels and quality standards
- Manage a team of approx. 10 Client Service Co-Ordinators/Managers
- Lead the team through a programme of change to rebrand, redesign and rethink client support; putting client experience and service at the heart of everything we do
- Manage complex workloads to ensure all SLA’s are met
- Understand the current talent mix within team and identify ways to address individual or team needs through effective recruitment, engagement, and training/development plans
- Responsible for managing and developing positive relationships with clients
- Ownership for ensuring the team work across the organization to document, monitor, measure and improve the services contracted to clients
- Accountable for directing and coordinating resource to deliver a high quality service and to meet or exceed client expectations at all times
- Ownership of Client service improvement plans
- Ensure Client take-on is successful and Client engagement is managed professionally
- Proven success at managing varied teams, developing people and leading cultural transformation
- Proven ability to champion customers / clients: delivered Voice of the Customer / Client Engagement successes
- Proven ability to identify and implement service improvements
- Proven ability of managing delivery of multiple items effectively
- Experience managing b2b relationships
- High standard of communication skills with the ability to communicate and influence at multiple levels within an organization
- Experience working within the financial services industry would be advantageous but not essential
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Manager, Client Service Management Resume Examples & Samples
- Conduct performance appraisals as required by Fiserv’s Performance Appraisal Process
- Provide team with direction and ensure a formalized communications process via staff meetings and one on one discussions
- Ensure the management of the end to end resolution of escalated client service issues that pertain to the products and services supported and delivered by Customer Solutions
- Ensure an effective partnership with our CS Operations, CS Back Office, CS Support, Product, Sales, Account Management, and Technology colleagues in an effort to ensure Customer Solutions is enabled to support its prescribed businesses in an efficient and effective manner
- Ensure the delivery of a proactive/consultative service experience to our FIs, Billers, Agents, and subscribers, etc. (based on LOB assignments) that meet and frequently exceed their expectations
- Partner with CS Operations Readiness and Implementation to ensure the seamless transition of new clients from Implementation to BAU support
- Partner with CS Operations Readiness, Project Management and Quality to ensure the Operational Readiness of all clients subscribing to services supported by Customer Solutions, per the assigned LOB
- Manage the accountability for the overall service experience of the clients under team’s management
- Manage the team to ensure Client Satisfaction goals are attained and maintained throughout the year
- Ensure the team provides a proactive and consultative approach to the client’s overall service experience with Customer Solutions and Fiserv via on-site visits and regularly scheduled phone conferences
- Partner with Implementation to ensure a smooth transition of new/incoming business as necessary
- Develop relationships with various business partners through on-site visits and phone calls to resolve and avoid problems
- Ensure the management of the end to end communications process as it pertains to resolving client problems addressing their needs and meeting the expectations
- Identify additional revenue opportunities
- Become a Subject Matter Expert as it pertains to the product suite of the assigned LOB/Client portfolio
- Demonstrate a command of the financials as it pertains to the assigned client/LOB portfolio
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Manager, Client Service Resume Examples & Samples
- · Have ownership of high quality client deliverables
- · Be accountable for supporting the region in achieving and exceeding revenue targets through excellence in partnership with Innovation Business Partner (IBP) to meet client expectations and quality deliverables
- · Support Client Development (CD) teams in meeting revenue goals by ensuring outstanding analytics and partnering with CD in strengthening client relationships
- · Coach analysts on projects
- · Drive capacity planning activities, to ensure work is being done efficiently and in a timely manner
- · Provide input into overall analytic strategy for the region in partnership
- Detail orientation and strong organization skills
- Ability to think strategically about training and development needs
- Strong working knowledge of Innovation Practice products and services, and ability to execute a variety of complex projects
- Works with the VPs to help execute analytic strategy
- Strong interpersonal skills and ability to deal with a variety of performance situations
- Drive success of projects independently
- Strong Marketing/Research background
- Relevant experience with research techniques & experimental design
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Manager, Client Service Resume Examples & Samples
- Maintain relationships with clients, ensuring that their needs are being met and that they are receiving appropriate levels of service, in collaboration with senior staff
- Responsible for direct sales activities in conjunction with senior staff in terms of preparation of proposal and credential presentations
- Day to day involvement with client projects, including designing topic and interview guides, conducting focus groups/in-depth interviews, interpretation, development of recommendations and presentation of findings
- Assist in developing new business among existing clients and actively begin to identify new businesses
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Manager, Client Service Resume Examples & Samples
- Manages a team of client service employees who are responsible for the client’s payroll to ensure call volume and queue activity are at optimal levels and meeting client needs. Recruits, selects, hires and evaluates performance of employees to drive excellence in service delivery. Counsels employees when service slips or falls below expected standards. Develops staff for personal and corporate advancement through career development, training programs and other available resources
- Maintains or improves the call center’s real-time responsiveness to ensure quality service is provided to clients by using effective inspection and monitoring tools and techniques. Responds quickly when opportunities are seen to improve service levels
- Partners with Implementation Managers to ensure clients are transitioned in a positive and efficient manner
- Develops and implements strategies and action items to increase employee engagement and satisfaction
- Achieves cost center goals through expense control and the promotion and execution of client retention and net client gain strategies
- Reviews, recommends and implements changes to the workflow of the group to ensure quality service and sound client relations are met
- Partners with business units to continually evaluate process inefficiencies, identify opportunities for improvement, and implement strategies to enhance the client experience. Maintains strong working relationships with critical business partners Partners with business units to continually evaluate process inefficiencies, identify opportunities for improvement, and implement strategies to enhance the client experience. Maintains strong working relationships with critical business partners in IT, Sales, Field Operations, HRS Operations and Corporate in order to remove obstacles conflicting with client service and financial goals
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Manager, Client Service Management Resume Examples & Samples
- Provide leadership, guidance and mentoring for CSM team
- Serve as team escalation point, answer team questions & resolve team issues
- Coordinate and manage regular 1:1s
- Manage and distribute customer workload across team
- Monitor individual performance of direct reports against goals
- Compile information for participate in focal reviews
- Manage teams’ Key Performance Indicators (KPIs)
- Participate on cross-functional teams that help shape and monitor company and department policies and procedures
- Assist in the development and rollout of new products, services and policies
- Communicate company/department policies & procedures to team
- Develop and maintain process expertise
- Monitor staffing levels to insure team can provide necessary support
- Develop and build relationships at a managerial level with Sales, IBX Management, Operations and other cross-functional teams
- Address customer escalations
- Participate or lead special projects as assigned
- Degree level qualification, preferably in a technical subject, or equivalent experience
- Minimum of 7 years in a CSM equivalent role or prior relevant Equinix experience
- Prior management experience is required
- Strong leadership skills are essential
- Experience in a technical industry; preferably IT, telecommunications or data centers
- Collaborative personality and able to build strong personal relationships across many teams
- Highly organized, with attention to detail and a dedication to resolving issues
- Able to plan, execute and manage high volumes of work
- Excellent written and verbal English communication skills are essential
- Able to interact with all levels of internal and external clients
- Flexible attitude in accepting unique and non-standard solutions
- Must be able to travel both domestically and internationally
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Team Manager, Client Service Resume Examples & Samples
- Enhanced understanding and implementation of Business Units strategic goals. Oversee the use of standard process workflows by team
- Manage escalated issues and provide direction
- Evaluate associates on performance and complete annual performance appraisals
- May have oversight of Workforce Management to include scheduling, and succession planning
- At least 5 years of experience
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Manager, Client Service Resume Examples & Samples
- Enhanced understanding and implementation of Business Units strategic goals. Oversee the use of standard process workflows by team
- Train and mentor team members and identify development needs across the team, working Director to coordinate additional training as needed
- Analyze team statistics and prepare reports for the Director
- Hire/Fire authority in conjunction with Human Resources
- At least 5 years of experience in managing client relationships
- Bachelor's Degree or its equivalant in education and experience
- Human Capital Management (HCM) industry experience
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Manager, Client Service Operation Resume Examples & Samples
- Simplifies and improves client experience
- Provide detailed service result reports based on customer needs
- Meet with customers on a regular basis to present service results and explain action plans
- Communicates service results and enforces customer agreements with corresponding internal and external providers
- Establish the necessary action plans and develop solutions when service targets are not met
- Analyze trends of service results
- Accountable to produce and present executive monthly reports to the customer including SLA, incidents, problems and changes
- Locate root causes as a Problem Manager and implements corrective measures through the Change Management process
- Implementation and upkeep of the weekly dashboard for main problem cases
- Is responsible for the production of the monthly report, providing the client with SLA results and problem and change highlights
- Reviews the dashboard and SLA results on a monthly basis in order to reach a consensus
- In depth knowledge of MISN (data) and VMS (IP Voice) services, Contact Centers as well as Legacy voice services
- Ability to produce reports a major asset
- Solid organization skills, including the ability to plan, coordinate and manage multiple tasks and/or projects
- Professional and at ease with customers
- Is comfortable in an environment where teamwork is essential
- Efficient stress management
- Analytical and decision-making skills
- Knowledge of the Service Assurance and Provisioning process (Asset)
- In depth knowledge of ITIL processes
- In depth knowledge of the Microsoft Office suite
- Available 24/7/365 for escalations
- College or University degree in telecommunications, engineering or the equivalent
- 5 years of experience in the telecom sector as an incident/problem/change manager or equivalent experience
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Manager, Client Service Resume Examples & Samples
- Manages a team of client service employees who are responsible for the client's payroll to ensure call volume and queue activity are at optimal levels and meeting client needs. Recruits, selects, hires and evaluates performance of employees to drive excellence in service delivery. Counsels employees when service slips or falls below expected standards. Develops staff for personal and corporate advancement through career development, training programs and other available resources
- Maintains or improves the call center's real-time responsiveness to ensure quality service is provided to clients by using effective inspection and monitoring tools and techniques. Responds quickly when opportunities are seen to improve service levels
- Partners with business units to continually evaluate process inefficiencies, identify opportunities for improvement, and implement strategies to enhance the client experience. Maintains strong working relationships with critical business partners with business units to continually evaluate process inefficiencies, identify opportunities for improvement, and implement strategies to enhance the client experience. Maintains strong working relationships with critical business partners in IT, Sales, Field Operations, HRS Operations and Corporate in order to remove obstacles conflicting with client service and financial goals
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Manager, Client Service Resume Examples & Samples
- Maintain an accurate and up-to-date knowledge on research techniques and applications
- Provide value-added analyses and respond to special requests
- Manage data quality issues by overseeing data inquiry process
- Recommend improvements in work processes within area of responsibility
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Manager, Client Service Management Resume Examples & Samples
- Service Team Management – Will manage a team of 5-8 representatives responsible for ensuring the services provided on a day to day basis meet/exceed our obligations. The manager will oversee actions that result in service excellence
- Process Improvement – This position will suggest internal improvements and work with peers in other business units to improve cross functional services supported by multiple business units
- Account Retention – The manager is responsible for understanding, forecasting and reporting on the associated revenue drivers for their accounts and take action to ensure retention of assigned accounts. Growth will be a by-product of the relationships that are nurtured by the Manager
- Business Liaison – This position will provide market product expertise to clients and the rest of the organization as applicable
- Generally a four year degree in business or economics is preferred
- 5-8 years of direct or closely related work experience with a minimum of 3 years as a manager of direct reports or closely related experience or equivalent combination of education and experience is required
- Must have excellent communication, negotiating, writing and public speaking skills
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Manager, Client Service Resume Examples & Samples
- Operations generalist - fully conversant with Global Custody Product
- Strong Client servicing skills, experience managing relationships beyond the day to day level
- Approachable, strong ability to relate to people. Good team player and “coach” to staff members
- Experience managing demanding or complex client relationships and/or issues
- Ability to work with and navigate through ambiguity, and to work within a global organisation or with individuals across multiple locations
- Good written and oral communication skills. Includes presentation experience
- Strong risk awareness
- Solid time management/prioritization skills. Ability to work under pressure and meet deadlines
- Dedicated, responsible, trustworthy
- Takes initiative and enthusiastic to learn
- Ability to lead and manage projects or change initiatives as required
- Chinese language skills nice to have but not required
- Minimum tertiary level education (university graduate in any discipline
- Minimum 7 years securities operations experience, preferably within custody servicing
- At least 5 years of strong people/team management experience
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Manager, Client Service Managers Resume Examples & Samples
- Three or more years of financial service experience with substantive background in DB, DC and Non-Qualified benefit products
- FINRA Series 6 and 63 and Insurance licenses within 120 days of hire
- Strong negotiator and strategic thinker
- Demonstrates ability to lead others (in a reporting or non-reporting structure
- Comfortable presenting in front of others or willingness to learn these skills
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Project Manager / Client Service Manager Resume Examples & Samples
- B.S. degree in related engineering field (Civil, Environmental etc.) required; M.S. degree in related engineering field with a focus on wastewater and water services preferred
- Professional Engineer registration in the State of California, or the ability to obtain one within 6 months
- A minimum of 7 years’ experience in consulting and engineering services in the environmental sector with progressive responsibilities including business development and project delivery especially for water and wastewater municipal clients
- Demonstrated ability to communicate effectively with clients, lead strong project teams meeting project requirements, and provide strong business growth results in management roles
- Proven understanding of environmental and regulatory drivers for clients and projects
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Manager, Client Service Resume Examples & Samples
- Establishes and maintains positive working relationships with the client/practice and their management
- Monitors client results weekly/monthly and communicates performance to the client/practice as well as review monthly/quarterly/annual AR performance, KPIs
- Works closely with the practice/client to address variances, barriers or concerns
- In partnership with operations, assesses the status of client accounts, identifies problem areas and through regular contact with the client communicates the areas in which Operations is expanding to help meet their goals
- Maintains healthcare industry, compliance, and HIPPA requirements and coding and billing standard knowledge when presenting to the practice
- Performs other job-related duties within the job scope as requested by RCM CBO Management
- Any patient private health information (PHI) must not be divulged on any account except to payers that need the information in order to process the claim for payment
- Presents a positive, professional appearance and conveys a professional demeanor in the performance of assigned duties
- Healthcare, Coding and Billing experience and knowledge strongly preferred
- Excellent presentation and facilitation skills
- Strong communication skills and ability to work within a matrix organization
- Demonstrated PC skills, i.e. proficient with MS Office products including Word, Excel, PowerPoint and Outlook
- Ability to adapt to change, interruptions and distractions
- Ability to multi-task; excellent organizational, planning and prioritization skills required
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Senior Manager, Client Service, Europe Resume Examples & Samples
- Provides information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person in a timely manner
- Manages group or interpersonal conflict
- Manages time effectively and conducts activities in an organized manner
- 7+ years experience in an agency or client services position is required or equivalent experience
- 5+ years experience in leading project teams and implementing digital strategies or equivalent experience
- Master’s degree preferred but no required
- Brightedge Certification
