Relationship Analyst Resume Samples
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Relationship Analyst Resume Samples
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EM
E Mraz
Erica
Mraz
49625 Mitchell Overpass
San Francisco
CA
+1 (555) 731 3289
49625 Mitchell Overpass
San Francisco
CA
Phone
p
+1 (555) 731 3289
Experience
Experience
San Francisco, CA
Relationship Analyst
San Francisco, CA
O'Keefe and Sons
San Francisco, CA
Relationship Analyst
- Assist with excellence in execution by working closely with Coverage, Client Delivery and Documentation to remove blockages and provide prompt query resolution
- Supporting GWM Business Development Managers in the organisation of client roadshows
- Develop and update analyses to support marketing activity, and coordinate with bankers on delivery of project work
- Source and create pitch and marketing material, liaising with product partners and the Bankers
- Handling account opening, transition management, account restructuring and account closing processes
- Interact with Citi’s network around the globe to ensure activities are coordinated across the franchise
- Collaborate within the team to manage the portfolio and individual client risk
Detroit, MI
Client Relationship Analyst
Detroit, MI
Boyer Inc
Detroit, MI
Client Relationship Analyst
- Work in partnership with on-site Service Delivery Managers / Operation Teams
- Provides periodic IS risk management reports highlighting key issues and correction action plans; monitors implementation of approved plans
- Provide coordination support for RFP processes, working with WTW segments and CRDs
- Support the CRM Lead by developing business decks, analyzing metrics, analyzing and prioritizing ROI for project
- Maintain regular interaction with the actors of the supported business line on the full scope of the relationships including new and existing work
- Provide the clients with visibility into the GIDA services they receive and awareness of any systematic issues GIDA is encountering
- Create and maintain an internal interaction model that will ensure cascading of communication with operational roles and seamless delivery
present
Boston, MA
Customer Relationship Analyst
Boston, MA
Koss-Klein
present
Boston, MA
Customer Relationship Analyst
present
- Manages franchisee relationships, while working in conjunction with Account Executives to manage corporate relationships
- Develop and manage positive relationships with Celadon’s customer base
- Seek customer feedback and develop action plans for improvement
- Collaborate with company departments including Driver Management, Accounting, Planning, Pricing, and Sales
- Manages client expectations about policies and procedures
- Provides non-customer-facing sales support through the sales process and
- Support development of relationship with international marketing, innovation and finance in relation to ways of working to deliver smooth process and world class customer service
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Southern Illinois University Carbondale
Bachelor’s Degree in Business
Skills
Skills
- Strong organization skills with an excellent attention to detail
- Ability to focus on high quality work while under pressure
- Interpersonal skills/Networking - able to create and sustain good personal contacts within the team and amongst Citi’s product partners
- Have excellent mathematical and computer skills
- Ability for doing research and analyze information
- Ability to work under pressure and tight schedule
- Ability to build relationship with clients and willing to go an extra mile
- Verbal and Written Communication - Ability to communicate effectively across the organization
- Ability to work under-pressure and tight schedule
- Ability to work effectively with teams
15 Relationship Analyst resume templates
Read our complete resume writing guides
1
Relationship Analyst Resume Examples & Samples
- Have excellent knowledge about finance, markets, and their products
- Have excellent interpersonal skills
- Have excellent mathematical and computer skills
- Ability to work under-pressure and tight schedule
- Ability to doing research, gather information, and analyze information
2
Relationship Analyst Resume Examples & Samples
- Have excellent knowledge about finance, markets, and the products
- Ability for doing research and analyze information
- Ability to work under pressure and tight schedule
3
Relationship Analyst Resume Examples & Samples
- Candidate minimum posses a bachelor's degree (min GPA 3.0)
- Able to communicate in English (writing, speaking, and listening)
- Possess the ability to make an analytical thinking
- Preferably those who have experience
4
Relationship Analyst / Associate Resume Examples & Samples
- Build a trusted relationship with clients, providing support on routine credit requests, navigation of the Citi product and coverage network, problem escalation and resolution, driving customer satisfaction
- Develop a sound knowledge of ICG credit policies and ability to exercise prudent judgment in managing risks inherent in the business
- Knowledge of / experience base in transactional banking is an advantage
- Analytical – Assimilating new information quickly and relating it to the needs of the client base
- Proactive – Identifying situations that could result in new business and developing recommendations tailored to the client
- Verbal and Written Communication – Strong communication skills
- Interpersonal skills / Networking – able to create and sustain good personal contacts within the team and amongst Citi’s product partners
- Self-starter – prepared to take the initiative to follow issues through, whilst exercising judgment as to when to seek assistance
- Team Player – being able to work in partnership with other individuals on day-to-day and long term projects
5
Relationship Analyst Resume Examples & Samples
- Responsible for ensuring assigned client portfolio is kept current with respect to due diligence and anti-money laundering compliance (KYC/AML) requirements and credit support documentation
- Co-ordination of credit requests from around the world (network) and approvals as appropriate (Product, Banker, Credit, etc.)
- Navigation of the Citi product and coverage network, problem escalation and resolution, driving customer satisfaction
- Global network liaison; co-ordinate routine credit requests from the network and support the network by acting as an integral interface with client head office, assisting revenue generation and protection
- Support Bankers on marketing efforts to grow and protect revenue on a specified portfolio of clients
- We are looking for a highly motivated person with a can-do, proactive attitude to support Bankers and thereby assist in driving revenue realisation
- Understanding of KYC and AML issues a definite advantage
- A knowledge of/experience base in aspects of transactional banking and a knowledge of Citi’s product range would be preferable
- Basic Credit knowledge; knowledge and practical applications of ICG Credit Policy a plus
- Knowledge of Citi’s technical support systems (CRI, OneKYC, Citivision, CRM, Optima, etc.) an advantage
- Analytical – Able to assimilate new information quickly and relate it to the needs of the client base with attention to detail. Quick learner
- Organisational - Work independently and under pressure with a can-do and proactive attitude
- Verbal and Written Communication - Ability to communicate effectively across the organization
6
Icg-fi-relationship Analyst Resume Examples & Samples
- Support a team of relationship managers in managing Financial Institutions clients
- Coordinate with customer service and operations to provide cross-functional support to customers
- Work with relationships managers, product partners and other support functions to establish tailored solutions in meeting client needs
- Participate in customer due diligence and account documentation process
- Participate in new departmental initiatives to improve workflows and processes
7
Customer Relationship Analyst Resume Examples & Samples
- Support analysis and S&OP process. Prepare S&OP analysis from in-house system and other source systems as well as S&OP decks for the team. Participate in and/or Lead S&OP meetings as required and circulate minutes and actions
- Represent team on Supply Chain projects that impact across production purposes
- Lead international customer relationship multi market projects with communications to all market companies and liaise with the team appropriately
- Represent international customer relationship team on new innovation launches and product re-stages to ensure smooth process and rollout to all markets
- Support development of relationship with international marketing, innovation and finance in relation to ways of working to deliver smooth process and world class customer service
- Develop analytical data and compliance KPI's in relation to forecast accuracy (by Market/Brand/SKU), in market inventories, slow movers, OTIF/volume fill, lead times, modifications and inventory coverage
- Complete stage gate papers for all markets with support of the customer relationship team to meet customer needs
- Develop international customer relationship reporting process to international marketing, production senior management group and finance for budget and forecast purposes
- Support and build relationships as required with export affiliates
- Support grey market activity analysis for European markets
- Third level qualification in Supply Chain, Business or equivalent
- 2 to 3 years' experience in an analyst role preferably in FMCG sector
- Ability to manage multiple tasks, ensuring an attention to detail
- Strong analytical and numeric ability
- Proven planning and organisation skills
- Strong IT and modelling skills, knowledge of SAP is be a key advantage
8
GSG Relationship Analyst, UK Resume Examples & Samples
- Responsible for ensuring assigned client portfolio is kept current with respect to due diligence and anti-money laundering compliance (CADD) requirements
- Knowledge of/experience base in transactional banking is an advantage
- Basic credit knowledge
- Self starter - prepared to take the initiative to follow issues through, whilst exercising judgment as to when to seek assistance
9
Relationship Analyst Resume Examples & Samples
- Work with Business Support Unit to assess documentation requirements for client legal entities
- Contact client personnel to obtain KYC information and documentation
- Review and evaluate recent news related to clients
- Liaise with internal Compliance personnel on the application of KYC policy
- Interact with parent and subsidiary bankers and product sales and service on AML-related risk issues
- Coordinate with account operations on account maintenance issues
- Prepare client-specific KYC-related analyses as required
- 1-4 years of professional work experience, financial services preferred
- Experience with MS Office tools: PowerPoint, Excel and SharePoint
- Experience and knowledge of AML and KYC a plus
- Ability to speak and write Mandarin/Simplified Chinese is a plus, although not required
- Ability to speak and write Filipino is a plus, although not required
- Strong organization skills with an excellent attention to detail
- Ability to focus on high quality work while under pressure
- Strong teamwork skills in a small local setting, as well as across different geographic locations
10
RSU Business Relationship Analyst Resume Examples & Samples
- University Degree preferably in Business Management, Industrial Engineer, or related fields
- 2 year experience in related positions to Customer service and information analysis
- Microsoft Office (Excel, Word, PowerPoint)
- Basic understanding of the bank’s products Strong interpersonal skills
- Result Driven
- Positive attitude with a high level of energy to drive and results orientation
- Analytical
- Proper management of delivery times and fulfillment of commitments
11
Customer Relationship Analyst Resume Examples & Samples
- Responsible for maintaining the rollout schedule
- Prepares reports to support Sales and customers review
- Generates and customizes reports in response to specific requests from Sales
- Bachelor’s Degree is preferred
- Advanced skills in Excel, (i.e., v-look ups, filtering, etc)
- Prior Sales Support experience, including recent experience working directly
12
Cb-fi Relationship Analyst Resume Examples & Samples
- Responsible for supporting the senior bankers who are responsible for overall parent account relationship management and to be guided by the bankers in providing a wide range of treasury and corporate finance solutions, including day-to-day cash management, trade finance & services, foreign exchange, loans, debt capital markets, and other episodic mandates
- Drive deal execution, in coordination with senior coverage officers. This includes the preparation of credit approval notes, work on transaction and relationship returns for capital management clearances, risk approvals, and also ensuring that all KYC records are fully up updated and in place
- Responsible for evaluating public filings & research reports, and working on business plans, financial forecasts and briefing notes, and produce strategic and financial analyses
- Responsible for staying abreast of market and industry trends, “best practices” and competitive landscape
- 2+ years of experience in business / product / product sales
- Basic understanding of the Corporate Banking business and its related products, initiation to pertinent regulations affecting the business
- Awareness of Citi’s credit policies & KYC policies is desirable
- Strong networking skills and ability to work closely with internal partners across units
- Strong Focus on timelines to ensure all assigned work streams are completed in a most efficient and timely manner
- Analytical mindset and excellent oral and written communication skills
- Ability to plan & prioritize work effectively when working with multiple senior bankers
- Proactive approach & should be a self starter
13
Relationship Analyst Resume Examples & Samples
- The analysts will support the team in
- Develop and update analyses to support marketing activity, and coordinate with bankers on delivery of project work
- Source and create pitch and marketing material, liaising with product partners and the Bankers
- Maintain regular and frequent dialogue with product partners to assist with relationship maintenance
- Assist in managing the Corporate Banking relationship infrastructure, including approvals and documentation
- Produce and update client plans in conjunction with product partners and bankers
- Monitor calling plans to ensure business development is pursued across the client base and that deals are replicated
- Collaborate within the team to manage the portfolio and individual client risk
- Interact with Citi’s network around the globe to ensure activities are coordinated across the franchise
- We are seeking candidates from a wide variety of degree backgrounds and value diversity
- We are looking for highly motivated individuals with strong academic credentials
- Candidates will need to demonstrate strong interpersonal skills as well as analytical abilities and a genuine interest in the financial markets
- Organizational - Managing demands from several sources, working to deadlines and managing offsite analyst timetables
- Verbal and Written Communication - Attention to detail and clarity
- Proactivity - Identifying situations that could result in new business and developing recommendations tailored to the client
14
Capital Markets Client Relationship Analyst Resume Examples & Samples
- Manage a portfolio of complex multi‐bank loans consisting of both Real Estate and Corporate loans
- Frequent interaction with clients, investor banks, and internal customers ; Provides daily administration of syndicated loan facilities with clients and investors
- Coordinate disbursements and payments for clients and investor banks
- Facilitation of loan closings and coordination of pre and post closing activity
- Maintain customer and bank group level detail on agency system, ACBS
- Track covenant details for compliance and ensure proper documentation is presented to member banks
- Perform daily reconciliation of monetary entries with daily management of internal accounting activities
- Support continued growth and additional Capital Markets initiatives
- Other duties as assigned, including testing of new processes and systems
15
Retail Relationship Analyst Resume Examples & Samples
- Minimum of a Master’s degree in a quantitative discipline, PhD. is preferred
- Highly proficient in Base SAS & Enterprise Miner
- Preferred experience in credit risk modeling/analytics, credit risk portfolio management, or credit risk strategy development
- Preferred experience working for a top 20 U.S. Retail Bank
- Excellent communication, interpersonal and organization skills
16
Information Security Relationship Analyst Resume Examples & Samples
- Analysis and understanding of business process flows and the technology supporting those flows
- Identification and understanding of key risks to the Investor Services business
- Tracking and reporting on remediation activities
- Building strong relationships with stakeholders within the CIB Business Information Security Office and Investor Services
- Become a subject matter expert into the products and services supplied by Investor Services
- Advise on information security risks and be able to clearly articulate with authority the required actions of the responsible parties
- Proficient with Microsoft PowerPoint and Excel
- Practical working knowledge of SharePoint
- Ability to facilitate meetings and achieve desired results
- Good reasoning and logic, problem solving skills
- Ability to understand and discuss technical concepts with business and technology teams
- Exposure to financial services environment preferably in Investment Banking or from Consultancy
- Experience working with diverse cross geography teams
- Self motivated individual, comfortable working without close supervision and consistently meet work deadlines
- Team player with proven ability to build strong relationships across business and technology
- Exposure to JP Morgan internal systems and process ideal
17
B Client Relationship Analyst Resume Examples & Samples
- Maintains and strengthens client relationships by providing required services that meet the client’s needs. Serves as the subject matter expert to drive 340B program optimization opportunities
- Owns the end to end resolution for any inquiries and issues while exhibiting professionalism and providing the highest level of service at all times
- Leverages cross-functional support teams to solicit and interpret various data streams, and communicate business results and trends that relate to the client and their overall 340B program performance
- Solicits client feedback and determines process improvement solutions and recommends system enhancements
- Advises client of any reporting changes and guides them through the changes. Analyzes client needs to develop more effective reporting
- Provides necessary support needed to the client for 340B audits by providing an explanation of the data flow through the various systems
- Participates in the client’s audit process and provides support on-site or remotely
- Maintains records of client interactions, records details, complaints, comments, and action taken. Contacts clients to respond to inquiries or to notify them of investigation results and planned adjustments
- Develops and fosters working relationships with various internal stakeholders (IT, Stores, Legal, Sales, etc.) to facilitate productive exchanges of information
- Develops a thorough understanding of the 340B program. Strives to consistently improve the overall efficiency and marketability of the 340B program
- Maintains knowledge of the healthcare and pharmacy services industry, continually, and uses that knowledge to identify ways and make recommendations, to improve the 340b program
- Bachelor’s Degree and at least 2 years of client/customer service experience OR High School Diploma and 5 years client or account relationship experience
- Experience in diagnosing, isolating, and resolving moderate to complex business issues and recommending and implementing solutions to resolve problems
- Experience developing ways of accomplishing goals and meeting deadlines with minimal supervision, depending on oneself to complete objectives and determining when escalation of issues is necessary
- Experience communicating both verbally (on phone, one-on-one and to groups) and in writing (emails, letters, reports, presentations) to various audiences (work group, team, company management, and external clients)
- Experience providing customer service to internal and external customers, including meeting quality standards for services, and evaluation of customer satisfaction
- Experience developing and delivering presentations to internal and external audiences
- Basic level skill in Microsoft Excel (for example: opening a workbook, inserting a row, selecting font style and size, formatting cells as currency, using copy, paste and save functions, aligning text, selecting cells, renaming a worksheet, inserting a column, selecting a chart style, inserting a worksheet, setting margins, selecting page orientation, using spell check and/or printing worksheets)
- Basic skill level in Microsoft PowerPoint (for example: inserting, rearranging, hiding and deleting slides, navigating between slides, increasing list level, adding, centering and editing text, changing views, inserting a table or a note, moving objects, printing outline view and/or running a slide show)
- Basic level skill in Microsoft Word (for example: opening a document, cutting, pasting and aligning text, selecting font type and size, changing margins and column width, sorting, inserting bullets, pictures and dates, using find and replace, undo, spell check, track changes, review pane and/or print functions)
- Willing to travel up to/at least 20% of the time for business purposes (within state and out of state)
- Experience working in a client or account management environment
- Experience in the healthcare industry, including 340B, pharmacy, hospital, clinic, PBM
18
Relationship Analyst Resume Examples & Samples
- 5+ years of relevant experience in analytical roles within the investment industry
- Direct buy-side experience supporting institutional and/or wholesale client relationships preferred
- Strong academic credentials including a Bachelor's degree with preference given to candidates who have undertaken post-graduate work or are progressing towards a CFA
- Demonstrate excellent communication skills, both oral and written
19
Retail Relationship Analyst Resume Examples & Samples
- Build credit risk strategies for originations, account management and collections
- Develop risk based pricing models and strategies to meet ROE targets
- Integrate new data sources and solutions into credit risk strategies
- Develop new quantitatively driven challenger strategies and pilot programs across the customer lifecycle
- Develop and present analysis results and recommendations to senior leaders
20
Information Security Relationship Analyst Resume Examples & Samples
- Identification and understanding of key risks to the Markets business
- Building strong relationships with stakeholders within the CIB Business Information Security Office and Markets
- Become a subject matter expert into the products and services supplied by Markets
21
Relationship Analyst, Frankfurt Resume Examples & Samples
- Assist the team in their efforts to maintain an ongoing dialogue with institutional prospects in Germany and Austria, and to the move the pipeline forward
- Work with the Relationship and Business Development Managers in Frankfurt to understand the marketplace and target prospects
- Help to build and maintain strong and effective prospect relationships
- Analyse and maintain the latest industry/market information, and provide extensive analysis on target and current prospects
- Meet, as required, with prospects and consultants, and manage any follow up
- Co-ordinate Requests for Proposals (RFPs) to ensure that each RFP receives the proper and most appropriate response
- Prepare materials for prospect meetings and finals presentations, and proposals for prospective clients and consultants
- Partner closely with the broader Consultant and Relationship teams in London, and respond to all ad hoc queries, requests for reports and data for all consultants, prospects and clients
- Liaise with consultants, prospects, clients and internal parties to ensure compliance with applicable regulations
- Ensure all prospect data is accurately captured and reflected via internal systems
- Have 3-5 years of relevant professional experience, ideally gained in a similar Business Development Analyst and/or Relationship Analyst role within the investment management industry
- Demonstrate a high level of capital markets/investment/product knowledge, ideally across multiple asset classes
- Have the ability to represent the investment views of the firm, as appropriate, in both informal and formal settings
- Demonstrate excellent verbal and written English language skills. Fluency in German is required. Additional language skills would be advantageous
- Have strong academic credentials, ideally including progress towards a post-graduate and/or professional qualification (e.g. MBA/CFA or equivalent)
- Be comfortable with Wellington’s consultative approach to marketing/business development
22
Customer Relationship Analyst Resume Examples & Samples
- Develop and manage positive relationships with Celadon’s customer base
- Analyze customer supply chains to promote cost effectiveness and isolate inefficiencies
- Grow individual customer portfolios by promoting business-to-business sales and educating customers on Celadon’s vast service offerings
- Seek customer feedback and develop action plans for improvement
- Proactively communicate with customers and manage their expectations
- Troubleshoot problems and resolve issues to maintain/improve customer satisfaction
- Collaborate with company departments including Driver Management, Accounting, Planning, Pricing, and Sales
- Manage daily activities of their customers
- Train and manage Junior Freight Analysts
- Solicit additional freight and track freight volumes
- Monitor scorecards and take action to implement improvements
- Address billing issues
- Seek feedback from customers
- Build customer loads within the system and appoint loads based on proper utilization
- Consult with planners to determine capacity and minimize service failures
- Participate in ongoing training to improve and refine skills
- 2+ year of customer service, logistics, pricing, or supply chain management experience preferred
- The ability to multi-task and maintain organization
- Computer skills and a working knowledge of North American and Latin American geography
- Outstanding verbal/written communication and listening skills
- Strong sense of resiliency and the ability to take risks
- Creative-thinking, problem-solving, and decision-making skills
23
Relationship Analyst, UK Team Resume Examples & Samples
- Collaborating with the Investment Product & Strategies and the Client & Prospect Communications teams to ensure that consultants are provided with accurate and timely data for new and existing products. This includes responding promptly to all consultant requests for information and data
- Working with colleagues across multiple functions to generate presentation materials, briefing books and collateral materials required for meetings with consultants and prospects
- Leveraging the firm’s systems infrastructure to generate reports and analyses necessary to support the business development and consultant relations efforts
- Helping to ensure the effective coordination and communication of ongoing consultant relations initiatives
- As needed, coordinating product review conference calls with the research staff at consulting firms to ensure our product capabilities are positioned for inclusion in investment manager searches
- Coordinating webinars and special events for consultants and prospects
- Maintaining internal systems with up-to-date information on consultant contacts, areas of priority, activities and opportunities
- Have a strong academic background, including an undergraduate degree. A post graduate or professional qualification (e.g. CFA), or progress towards one, would be viewed favourably
- Have 3-5 years of relevant professional experience working in a client service or business development support role within the Investment Management industry
- Have a demonstrable interest in, and working knowledge of, financial markets
- Be able to work effectively in a team environment with rapidly changing priorities, and be able to juggle a number of tasks simultaneously
- Be self-directed and able to work independently with internal clients and consultants under tight time constraints
- Demonstrate the maturity and confidence to work with senior colleagues
- Be highly computer literate (Word, Excel, Adobe)
24
Marketing Relationship Analyst Resume Examples & Samples
- Manage Integrator Service Bureau software relationships for clients including analytical reporting, campaign management, custom project requests
- Process Integrator’s serialized campaign software for clients and present results
- Minimum of 3 years’ experience as a Data Analyst required
- Financial Industry experience required
- 3 or more years of experience in building Client relationship
- Knowledge of Excel and Powerpoint
- Good presentation skills required
- Experience with MCIF preferred
- Client focus-ability to anticipate and meet internal/external client needs in a timely manner
- Excellent oral, written, and personal communication skills
- Ability to work unsupervised and as a member of a team for larger issues
- Highly organized and effective time management skills
25
Treasury Management Relationship Analyst Resume Examples & Samples
- Implementing new products and services
- Preparing Proforma profit models for TMSOs and cost analysis reports
- Assisting in preparation of new proposals and Treasury Management Reviews
- Occasional visits to client sites for product orientation on our core information reporting platform called iTreasury
- Identifying cross sell opportunities through data base mining
- Profile clients and prospects for new Treasury Management sales opportunities and also provide some training on new products or services
- Assist in preparation of TM proposals, annual client reviews, and RFP responses
- Coordinate execution of all necessary implementation agreements, contracts, and documents
- Submit paperwork and communicate back to the client on status of implementation
- Provide client expectation of implementation processing time, mailings, email notifications and contracts; pre, interim and post-implementation
26
Broker Relationship Analyst Resume Examples & Samples
- Support the Broker Relationship team in management of broker counterparty relationships
- Be responsible for compiling, analysing and communicating MIS data on broker counterparties for Aviva Investors
- Support the production of multi asset trade cost analysis to be used to monitor the effectiveness of our best execution arrangements
- Ensure FM teams are able to effectively and compliantly manage payment for research services consumed
- Be accountable for overseeing the receipt and payment of monies between Aviva Investors and third parties research service providers
- Oversee the use of and relationship with any third party administration provider of Commission Sharing services
- Support the development of Qliksense reporting functionality to provide MI for our Global Trading Team, Trader Oversight Group and senior management
- Support our client facing teams through the provision of trading MI for client RFPs and ad hoc client data requests
- Support the daily monitoring of global multi-asset best execution
- The role sits in the Global Trading function and is available to all Aviva Investors business units
- The responsibilities cover all asset classes including equities, fixed income, listed property units, FX, commodities and listed/OTC derivatives. They exclude direct property investments
- The primary responsibility will be to service Aviva Investors fund managers. Secondary responsibility is to provide appropriate service to AI broker counterparties
- IMC or equivalent preferable
- Strong MS Excel and data manipulation skills essential
- Strong planning and analysis skills preferable
- Effective communication skills (written and verbal) and presentation skills
- Broad knowledge and understanding of investment industry
- Knowledge of best Compliance / Regulatory practice
- Knowledge of major asset classes, in particular Fixed Income, Equities, FX, Derivatives
- Successful track record of building effective working relationships at a senior level to actively influence and achieve results
27
Client Relationship Analyst Resume Examples & Samples
- Provide operational support to executives and marketing staff in the form of weekly and monthly reporting, record/input sales summery information across multiple platforms including SFDC sales cloud
- Assist in the development of presentation materials for prospective clients and product changes
- Fulfill requests from marketing staff and selling clients involving marketing materials, supplies and forms including rate card creation and deliver accurately and timely. Monitor the order fulfilment processes ensuring accurate and timely delivery of product and materials
- Configure client product set up utilizing internal systems including but limited to AS400, WLS, Mas200, PeopleSoft, Salesforce, Menu Admin and Digital Response System (DRS) which is used to rate, bill and adjudicate claims across all product offerings
- Assist with obtaining dealer and writing agreements, including W9 tax information, client fee payee information and clearly defined product offering selections. Adherence to corporate audit controls and best business practices
- Guide internal application of funds received from lenders / dealerships with TWG accounting department to activate individual agreements which will generate commissions to the selling dealerships. Issue weekly commission payments to selling dealerships on agreements which were funded by lenders
- Oversee unique cancelation process on excel worksheet, providing to claims department for Commission Retention Refund and cancel service contract and Commission Retention agreement on system. Issue refund to appropriate party and notate check information on each agreement in system. Bill client for commission chargeback and follow up for collection of same
- Provide basic technical support to our clients and marketing staff on all TWG Software and web interfaces, such as password resets, website and browser compatibility and functionality. Leverage interdepartmental relationships to resolve client issues by applying product knowledge, workflows, and connectivity with multiple departments
- Proactively address Regulatory Affairs directives involving cancellations and refunds to consumers and / or lenders, by applying institutional knowledge to investigate said companies and provide appropriate documentation
- Utilize product knowledge to support marketing staff and clients regarding eligibility guidelines, in order to identify risk and minimize exposure
- Bachelor’s degree in Business, Insurance, Finance or other related field and 1- 2 years of related experience; or equivalent combination of experience and education
- Technology savvy with an ability to identify and resolve technical issues
- Working knowledge of Salesforce applications preferred
- Ability to work in a production-oriented environment, multi-task, and handle multiple competing priorities
- Good Organization and time management skills
- Team oriented professional
- Experience with the Salesforce platform preferred
- Experience in the Insurance, Automotive, Warranty, Banking, or Finance Industry preferred
28
Relationship Analyst Resume Examples & Samples
- Preparing standard and/or customised client presentation materials, briefing books and collateral materials, as well as meeting notes required for external meetings
- Ensuring the timely delivery of accurate monthly, quarterly and annual reporting, as well as responding to ad-hoc requests
- Participating in in-house client meetings, and on conference calls, as appropriate
- Conducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, compliance issues, legal contracts and fees
- Acting as a point of contact for various groups within client organisations
- Handling account opening, transition management, account restructuring and account closing processes
- Coordinating key client communications
- Capturing and maintaining client data in relevant internal systems
- Qualifying and coordinating Requests for Information/Due Diligence Questionnaires (RFIs) and Requests for Proposals (RFPs), and working with internal teams to ensure that each one receives the proper response
- Developing an understanding of the depth and breadth of Wellington Management’s investment approaches
- Have 3-5 years of relevant client service experience, preferably gained within the Investment Management industry. Experience of working with Global Wealth Management / Private Bank clients is strongly preferred
- Demonstrate a solid understanding of capital markets and/or investment products
- Have a strong academic background, including an undergraduate degree. Progress towards a relevant professional qualification (e.g CFA or equivalent) would be viewed favourably
- Demonstrate excellent verbal and written English language skills. Fluency in Italian is required. Additional language skills (e.g. French) would be advantageous
29
Relationship Analyst, Switzerland / France Resume Examples & Samples
- Assist the team in their efforts to maintain an effective ongoing dialogue with institutional clients and prospects in Switzerland, France and Italy
- Analyse and maintain the latest industry/market information, and provide analysis on target and current prospects
- Meet, as required, with clients, prospects and consultants, and manage any follow up
- Incorporate product knowledge, cultural awareness and business judgment to ensure optimal use of the firm's resources
- Ensure all client and prospect data is accurately captured and reflected via internal systems
- Have 3-5 years of relevant professional experience, ideally gained in a similar Client Service / Relationship Analyst role within the Investment Management industry
- Demonstrate a high level of capital markets / investment / product knowledge, ideally across multiple asset classes
- Demonstrate excellent verbal and written English language skills. Fluency in French is required. Additional language skills (e.g. German or Italian) would be advantageous
- Be comfortable with Wellington’s consultative approach to relationship management and business development
- Be self-motivated, creative and enthusiastic
- Be a natural collaborator who can work well in a small team
30
CCB Relationship Analyst Resume Examples & Samples
- Experience in corporate banking or sales role is preferred
- Basic credit sense & experience in analyzing financial statements
- Good command of spoken and written English
- Good communication/interpersonal/analytical skills
- Self-motivated and result oriented
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Relationship Analyst Resume Examples & Samples
- A deep understanding of each consultant relationship, including setting and executing the strategy for each relationship
- A broad and deep understanding of investment knowledge, including global capital markets, investment styles and instruments, allowing RAs to respond to a wide variety of inquiries and requests
- Critical thinking capabilities to both retrieve data and understand the implications of that data from a relationship and firm perspective
- The ability to think strategically and define a plan for retaining and growing consultant relationships
- Strong problem solving ability including creative thinking combined with a collaborative approach in seeking the broader audience
- The ability to work independently and proactively; ability to multi-task in a fast paced and team oriented environment; ability to prioritize high volume of demands; demonstrate grace under pressure
- Strength of presentation skills and capability to effectively communicate both verbally and in writing with consultants
- The ability to oversee a project from start to finish, in a highly organized and responsive fashion
- Develop a strong understanding of the depth and breadth of Wellington Management’s product offerings
- With the CRMs, set strategy for retaining and growing our business with consultants
- Support CRM efforts in maintaining/new consultant ratings, updates on common strategies, and new business opportunities
- Collaborate with Investment Product & Strategies and the Client Service Group to ensure consultants are provided with accurate and timely data for new and existing products. This includes responding promptly to all consultant inquiries for information, coordinating with other functional areas as needed
- Prepare briefing materials, coordinate and host prep meetings, submit and coordinate requests for materials, and review presentation materials for consultant meetings
- Prepare for, participate in and/or host consultant conference calls and meetings, focusing on content, key takeaways, and outcomes; handle meeting follow up
- Work with Relationship Managers, Business Development Managers, and Investment Product & Strategies teams, to ensure the effective coordination and communication of ongoing consultant relations initiatives
- As needed, coordinate product review conference calls with the research staff at consulting firms to ensure our product capabilities are positioned for inclusion in investment manager searches
- Coordinate webinars and special events for consultants
- Maintain internal systems with up-to-date information on consultant contacts, areas of priority, activities and opportunities
- Attend industry conferences (as agreed with CRM)
- Strong academic credentials, coupled with progress towards (or willingness to pursue) a relevant professional qualification, e.g., CFA or MBA
- 5 years of relevant experience within the Financial Services industry
- Demonstrated in-depth knowledge of capital markets and/or investment products
- Excellent presentation and communication skills, both oral and written
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Client Relationship Analyst Resume Examples & Samples
- Support the relationship management by creating CRAs
- Collaborate on a weekly base with GIDA Metrics team to enhance existing and to create new reports
- Support the management and communication of changes to the businesses
- Prepare documentations and analytics that presents the business needs and impact to GIDA Operation management
- Support the Global Process Owner (GPO) – CRM & Business Advisory (BA) in meeting any ad hoc requirements related to Client Relations
- Participate in weekly cadence meetings with other CRM analysts and CRM Leads within the product for knowledge sharing and standardization purposes
- Maintain regular interaction with the actors of the supported business line on the full scope of the relationships including new and existing work
- Identify improvement opportunities and additional functions to bring into Shared Services
- Work in partnership with on-site Service Delivery Managers / Operation Teams
- Support the CRM Lead by developing business decks, analyzing metrics, analyzing and prioritizing ROI for project
- Facilitate and host monthly Client Relationship Forum (CRF) calls with the supported business lines, document minutes and report progress
- Associate's Degree or higher with a concentration in Information Technology Computer Science or Cyber Security or Information Security; or equivalent experience
- Information Security certification is an advantage
- 2+ years of business experience, GIDA and/or Citi experience is an advantage
- Strong Excel, Word, PowerPoint, SQL Skills, MS Access desired
- Strong follow up skills required, to meet established deadlines
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Corporate & Investment Banking Relationship Analyst Resume Examples & Samples
- Work with Global and Regional In Business teams to develop strategic solutions for KYC related matters
- Responsible for analysis of data and preparation of escalations to Senior Management to ensure timely execution of KYC record completions
- Liaise with internal Compliance and O&T personnel on the application of KYC policy
- Interact with bankers and product sales and service on AML-related risk issues
- Responsible for evaluating internal KYC reports, databases, and operations to produce strategic and operational analyses inclusive of quality controls
- Assist in development of enhancements for KYC Ownership tool and maintain organizational structure database
- Assist with regulatory and audit inquiries as appropriate
- 2+ years of professional work experience in the financial service industry, specifically within Banking and/or TTS
- Strong writing, analytical, communication and presentation skills
- Experience working in a global, dynamic environment
- Ability to work independently and under deadline
- Highly proficient with MS Office tools: PowerPoint, Excel, SharePoint, Visio
- Ability to multi-task on numerous simultaneous workstreams
- Must be pro-active and keen attention to detail
- Must be able to function in an unstructured environment and solve issues by taking ownership and following though until the task is complete
- Experience with SQL Server a plus
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Private Client Relationship Analyst Resume Examples & Samples
- Effective communication and working relationships with both internal contacts and clients
- General administrative duties including writing and editing correspondence, answering phones, contact data maintenance, electronic filing and processing expense reports
- Account maintenance (opening new accounts, address changes, closing accounts, etc.)
- Understand basic fiduciary issues relevant to client relationships
- Handling cash processing for team administrators
- Collaborate with outside advisors concerning clients’ personal tax information
- The ideal candidate will have a bachelor’s degree with a minimum two (2) years of relevant experience
- Eager to contribute and learn, ask questions and provide solutions
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DLQ Oversight & Senior Client Relationship Analyst Resume Examples & Samples
- Responsible for gathering, improving, and leveraging data to evaluate third party default servicer performance against defined metrics, including regulatory, investor/insurer, and contractual requirements
- Responsible for managing projects, developing presentations for, and general overall responsiveness to, subservicing clients for area of expertise
- Responsible for understanding and, as required, effecting change to, third party servicers’ underlying process(es) to ensure compliance with/adherence to applicable contractual obligations, investor guidelines, regulatory and legal requirements, and Default Servicing Vendor standards
- Ensure compliance with applicable federal, state and local laws and regulations. Complete all required compliance training. Maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Take responsibility to keep up to date with changing regulations and policies
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Relationship Analyst, European Insurance Team Resume Examples & Samples
- Assist the team in their efforts to maintain an effective ongoing dialogue with Insurance clients and prospects in the UK, continental Europe and Bermuda
- Work with the Business Development and Relationship Managers to understand the marketplace, current clients and target prospects
- Help to build and maintain strong and effective client and prospect relationships
- Prepare materials for client and prospect meetings and finals presentations, and proposals for prospective clients and consultants
- Respond to ad hoc queries, requests for reports and data
- Liaise with prospects, clients and internal parties to ensure compliance with applicable regulations
- Have 3-5 years of relevant professional experience, ideally gained in a similar Client Service/Relationship Analyst role within the Investment Management industry
- Demonstrate excellent verbal and written communication skills. Additional language skills would be advantageous
- Have strong academic credentials, ideally including progress towards a post-graduate and/or professional qualification (e.g. CFA or equivalent)
- Be a natural collaborator, who can work well in a small team
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Records Management Relationship Analyst Resume Examples & Samples
- Experience in analyzing processes aimed at mitigating risk and identifying areas for improvement
- Work well under pressure and within tight deadlines
- Ability to synthesize large amounts of information
- Strong quantitative and analytical skills, in addition to strong written and verbal communication skills
- Highly adaptable, able to manage multiple deliverables independently
- Proficiency in MS Office products, including Excel, PowerPoint, SharePoint and Visio
- An understanding of Records/Information Management, Records Retention and its associated risks helpful
- A BS/BA degree majoring in Business, Economics, Operations, and/or MIS, preferred
- Records/Information Management experience helpful
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Technical Client Relationship Analyst Resume Examples & Samples
- Supports external and internal clients by investigating escalated and most complex access, configuration, compliance, functionality issues; troubleshoots using different production and support applications, file archives, logs, and technical team contacts to resolve reported problems. (Approx. 30%)
- Frequently interacts with external clients at mid to upper levels of client organizations with ability to deliver technical information and solutions to non-technical contacts. (Approx. 25%)
- Actively participates and often leads assigned projects and process improvement initiatives. (Approx. 15%)
- Creates, monitors and presents service performance and client insights internally (Approx. 15%)
- Mentors/trains less seasoned analysts; documents processes, policies, technical notes for the team. (Approx. 10%)
- Handles post-promotion testing, on-call support for urgent requests (including after hours support). (Approx. 5%)
- Bachelor’s degree, preferably in a technical field and 5 years in a related role (i.e., technical customer service/support experience in a SaaS environment)
- Intermediate knowledge of Windows-based applications, file structures, editors, and file transfer methods
- Working experience with data files, logs, configuration, database, SQL, and associated troubleshooting
- Familiarity with a ticketing system
- Handles multiple, conflicting priorities successfully and professionally in a high paced environment
- Interprets and applies complex information while troubleshooting.
- Desire and ability to keep service/application knowledge current.
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Relationship Analyst Resume Examples & Samples
- Internal work experience within Citibank preferable
- 2-5 years banking experience with solid knowledge of local environment, transactional banking, legal documentation and general banking
- Enthusiastic & flexible with ability to use own initiative and work independently
- Ability to multi-task, prioritise work and escalate critical issues
- Self-starter, Self-confidence, self-motivated
- Ability to work effectively with teams
- Ability to build relationship with clients and willing to go an extra mile
- Strong co-ordination skills to pull teams together toward issues aimed at client satisfaction / delivery
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Client Relationship Analyst Resume Examples & Samples
- Education, Certifications and Experience: Preferred
- Experience with the Salesforce platform
- Experience in the Insurance, Automotive, Warranty, Banking, or Finance Industry
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Credit Business Relationship Analyst Resume Examples & Samples
- Support Factory Direct branch start up location
- Ensures that all Factory Direct adhere to JCI/BE credit policies and procedures
- A minimum of five years commercial credit and collection experience
- Excellent communication skills – written & verbal are required
- Travel as necessary to customer sites
- Proficiency in a Windows operating environment, including e-mail and Microsoft Office
- Professional communication – able to train others
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Metro Business Banking Relationship Analyst Resume Examples & Samples
- Effectively synthesize, analyze and interpret business data to guide decisions
- Involved in various strategy projects
- Effectively works with Partners and Sales teammates
- Functions as an LOB representative on company initiatives and projects
- Regulatory understanding and conformance activities
- Execution and Operating projects and ongoing functions
- Business performance information reporting and evaluation
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Client Relationship Analyst Resume Examples & Samples
- Maintain database of key client information
- Create client-ready financial reports and dashboards for geography leaders and CRDs
- Support client account planning process through industry and client research, preparation of key client information (including financials) and documentation support
- Coordinate client satisfaction processes
- Identify potential opportunities and points of entry for clients within a market by monitoring information portals for relevant client news (e.g., earnings reports, press releases) and providing proactive updates to client teams
- Provide coordination support for RFP processes, working with WTW segments and CRDs
- Ensure accurate, complete and up-to-date client records in all critical systems
- Attend internal client meetings and support follow ups as required
- Collaborate with other CRD Analysts to share best practices and experiences via inter-office community
- Act as a role model throughout WTW by embodying our values of client focus, teamwork, integrity, respect and excellence
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Customer Relationship Analyst Resume Examples & Samples
- Strong customer facing skills
- Analytical and/or technical experience, preferably within NCR Services
- Demonstrated proficiencies with Microsoft Office Suite software
- Knowledge of ALOHA
- Ability to work in a fast-paced environment and multi-task; Good time management and organizational skills
- Ability to identify, take ownership and resolve issues with a sense of urgency
- Ability to work as part of a team or independently
- Willing to work non-standard business hours as required by customers
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Firm Relationship Analyst Resume Examples & Samples
- Act as a liaison between Network Attorneys and the Company's departments through communicating daily with assigned firms
- Produce and distribute system generated reports to assigned firms to assist in managing compliance concerns, ensuring adherence to Company and Client policies and procedures, and identifying issues to rectify areas out of compliance
- Provide guidance and instruction to Attorneys/firms to assist with the resolution of exceptions and rejections, while ensuring firms open and close accounts accurately and in a timely manner
- Ensure Network Agencies and/or Attorneys are in compliance with Company and Client processes and procedures, including but not limited to work standards, requisite website maintenance, and other processes outlined in Standard Operating Procedures (SOP) documents
- Ensure funds are transferred from network firms and data exchanges are processed
- Ensure firms are uploading data to appropriate systems daily
- Provide ongoing training to Attorneys/firms to ensure compliance with network, system, and/or Client requirements
- Knowledge, understanding, and compliance with all applicable Federal, State, and Local laws and regulations relating to job duties
- Knowledge, understanding, and compliance with all policies and procedures
- Follow up in a timely manner to ensure customer satisfaction
- Provide feedback to management concerning possible problems or areas of improvement
- Make recommendations to implement improved processes
- Bachelor's Degree or equivalent in relevant work experience preferred
- 1 year previous work/collections/legal/related experience required. 2 years previous work/collections/legal/related experience preferred
- Ability to work within strict time frames
- Ability to define problems, collect data, establish facts, and draw valid conclusions, to prioritize and work in a multi-tasked environment
- Proficient personal computer skills, including Microsoft Office
- Excellent interpersonal, written, and oral communication skills
- Ability to work in a team fostered environment
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Global Wealth Management Relationship Analyst Resume Examples & Samples
- Preparing for, attending, and following-up on client meetings and inquiries
- Supporting GRG in client servicing, development and cross-selling activity
- Assisting with new account set-ups/transitions, including being involved in negotiations on guidelines and other legal agreements
- Analyzing performance data, investment characteristics, and risk profiles of client portfolios
- Ensuring compliance with client guidelines and applicable regulations
- Preparation of standard and/or customized client reports, along with marketing information/presentation materials
- Supporting GWM Business Development Managers in the organisation of client roadshows
- Assist with ad-hoc projects
- A minimum of five years of relevant experience within the asset management sector, ideally with exposure to wealth management distributors and prospects
- Direct experience supporting client relationships within the investment management sector
- Degree qualified with a strong academic background
- Focus on details
- Ability to work under pressure in a fast paced environment
- Good sense of humor with a ‘can do’ attitude
- CFA charter or progress towards a CFA is a plus
- Fluency in English, with Mandarin language skills an added advantage
