Associate, Client Services Resume Sample
Magali Greenholt
6253 Roger Crest,
Los Angeles,
CA
+1 (555) 939 9586
Work Experience
Associate, Client Services
02/2016
-
PRESENT
Philadelphia, PA
- Support processes and procedures to improve department’s efficiency, including input into new software and technology and other strategic initiatives
- Willingness to work in 24 7 support process including night shifts
- Review and reconcile fund financial statements, investment activity, and investment performance materials with a meticulous focus on data accuracy and quality
- Apply industry best practices to the processes and generation of investment performance metrics
- Implement controls and audit production processes and outputs
- Maintain knowledge of regulatory requirements
- Determine methods for ad hoc investment performance metric or benchmarking calculation in response to client and prospect requests
- Maintain and keep current written procedures
- Work with sales personnel to meet with potential clients, demonstrating and explaining products and services, resolving objections to purchasing services, and obtaining underwriting materials, enrollment materials, signed service agreements, and related information and documents in accordance with processes
Associate Client Services Manager
02/2013
-
12/2015
Los Angeles, CA
- Provide superior customer service and quality home care
- Focus on managing coordination of client services and emergent scheduling issues
- Build lasting relationships with clients, referral sources, payors and community organizations
- Recruit field staff to provide services for clients
- Develop strong, communicative relationships with the team
- Maintain effective fiscal management of your caseload by monitoring metrics (gross margin, OT, unfilled hours, etc.)
- Be a conduit to funnel general feedback of AOL ONE suite releases, feature requests, beta opportunities and UX issues directly to AOL’s Product Commercialization teams
- Explain relevant products and procedures clearly and simply whilst promoting Fidelity’s brand values
- Making outbound calls to customers and/or IFA’s to promote additional products and services and/or seek feedback
Senior.analyst / Associate, Client Services
07/2008
-
09/2012
New York, NY
- Recognising ‘key signals’ from customers or enquirers so as to proactively promote our products and services
- Develop a strong understanding of Fidelity’s products, procedures, systems and customer needs through receiving relevant training
- Work within a team dynamic to produce client deliverables leveraging various resources within the firm
- Possess a working knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements
- Responsibilities include the high volume coordination of ongoing reconciliation of client assets and performance returns including error correction, documentation and daily, monthly and quarterly error account reconciliation
- Provide senior level review of investment performance materials with a meticulous focus on data accuracy and quality
- Help build out team processes and work flows
- Assist with department initiatives and firm research projects
Education
Palm Beach Atlantic University
2002 - 2007
Bachelor's Degree in Finance
Professional Skills
- Good organization skills and time management skills
- Strong sense of accountability and ownership over "client experience", compliance objectives and end-to-end client on-boarding and risk review processes
- Experience establishing and sustaining successful collaborative customer relationships, based on mutual trust
- Experience in a Client Relationship Management and governance/compliance role supporting Capital Markets products and clients
- Strong results-orientation that includes adherence to deadline while maintaining high quality results/output
- Knowledge and strong understanding of TriNet’s practices, policies, processes, systems capabilities and limitations
- Prioritize each relevant business opportunity and issue based upon impact/value and/or risk to customer’s business operations
How to write Associate, Client Services Resume
Associate, Client Services role is responsible for travel, software, finance, credit, training, integration, purchasing, compensation, trading, payroll.
To write great resume for associate, client services job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Associate, Client Services Resume
The section contact information is important in your associate, client services resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Associate, Client Services Resume
The section work experience is an essential part of your associate, client services resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous associate, client services responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular associate, client services position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Associate, Client Services resume experience can include:
- Demonstrate a strong sense of customer service with the ability to identify customer needs and expectations and respond in a timely and effective manner
- Build strong Working Group relationships and explore opportunities for growth
- Communicate customer needs while prioritizing organizational goals and initiatives
- Self-motivated with strong propensity for action, results and continuous improvement
- Demonstrate ability to lead, work independently and take initiative to meet established timelines
- Recording accurate and timely tracking of client issues within our Client Relationship Management system
Education on an Associate, Client Services Resume
Make sure to make education a priority on your associate, client services resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your associate, client services experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Associate, Client Services Resume
When listing skills on your associate, client services resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical associate, client services skills:
- Onboard customers and drive the initial implementation and integration of Wdesk while effectively managing Working Group expectations
- Onboard customers and drive the initial implementation and integration of Wdesk while effectively managing customer expectations
- Related experience in payroll, employee benefits, HR operations and/or training; or equivalent combination of education and experience
- Improve social skills while interacting with C-level industry leaders
- Possesses deep understanding of TriNet's processes and aligns solutions to deliver an excellent client experience
- Demonstrate outstanding customer contact at all levels within the Working Group
List of Typical Experience For an Associate, Client Services Resume
1
Experience For Associate Client Services Manager Resume
- Work within a challenging, fast paced environment where priorities often shift and time pressures demand a rapid response to requests from the trading floor for trading authorization
- Focused attention to detail when conducting AML Due Diligence
- The ability to work successfully in a high-energy, fast-paced, rapidly changing environment
- Available as assigned to accept calls in a professional and courteous manner
- Determines the nature of the call and takes all possible action, including research, completing forms, or any follow up, to expeditiously ensure the provision of accurate information, service and assistance upon first contact
- Design and execute onboarding project plans for Capital Markets transactions - Account is transferred to a Customer Success Manager after transaction is completed (Associate Client Services Managers do not maintain a book of business)
- 24/7 dedication to Working Group (issuer counsel, underwriter counsel, bankers, auditors, consultants, and customer) throughout the completion of the transaction
- Deliver high-quality service and support under pressure with a keen attention to detail
- Assist Client Services Team on ancillary Wdesk projects as needed
2
Experience For Senior Associate, Client Services Resume
- Provide primary customer contact for Workiva products and services and execute a "wow" interaction
- Develop methods of project management that allow for continuous improvement in customer satisfaction
- Exceptional organizational skills with the ability to multi-task and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines
- Client operations training (CMP usage, UI walk-through of publisher UI to partners on campaigns)
- Respond to inquiries for data feed clients
- Provide professional, timely, quality support of our feed based products
3
Experience For Senior.analyst / Associate, Client Services Resume
- Documentation of newly found solutions and product updates
- Collaboration with internal teams across the organization to route client concerns, improvement requests and sales leads
- S&P Global Product Support
- Act as the internal “voice of the customers" and “matrix” manages an internal cross-functional team and client contacts to provide solutions, issue resolution and economic delivery of services
- Delivers or coordinates delivery, as appropriate, of TriNet compliance and administrative solutions. Acts as a 1st level point of escalation to less seasoned colleagues for complex client inquiries
- Delivers on-demand resolution for clients with questions about the TriNet platform, payroll entry, reporting benefits, managing new hires and terminations, PTO management, using cloud products, etc., based on fundamental understanding of all operational areas
4
Experience For Um-associate, Client Services Resume
- Assist clients with running payroll, off cycle checks, onboarding and off boarding their employees
- Facilitate HR, benefits and payroll administration, including assisting with open
- Wherever possible, processes transactions on behalf of the client to expedite service delivery
- Alerts customer leadership to key internal and/or external business issues (such as ever-changing regulatory compliance requirements) and trends that affect business results
- Escalate issues as necessary to ensure resolution on behalf of assigned clients
- Works with internal departments (payroll, tax, 401(k), legal, sales, technology) to resolve operational issues
- Meets or exceeds service metrics for assigned clients to ensure service delivery is maintained within approved service level agreements of quality and turnaround time
5
Experience For Associate Client Services Mana Resume
- Mentors and trains new hires
- Act as the "voice of the customer" and communicate effectively with internal cross-functional teams and client contacts to provide solutions, issue resolution and economic delivery of services
- Inform customers of payroll compliance and HR Operational changes or issues that affect their business, ensuring customer's understanding of impacts
- Manage a client portfolio with average service fee revenue of $2.4M annually, encompassing clients with 20-100 work site employees
- Answer questions about TriNet’s platform, troubleshoot issues, help navigate and train new client contacts
- Mobilize resource expertise and capacity to develop and deliver integrated payroll HR Operational solutions
- Phenomenal team-player capabilities
- Global Client Support
- Analyze client’s business model, audit client’s business processes and pay practices and develop an HR Operational account plan to position TriNet’s compliant HR Outsourced solutions in alignment with client’s ongoing strategic business objectives and goals, reviewed and updated periodically (annually for clients with 50+ WSEs)
List of Typical Skills For an Associate, Client Services Resume
1
Skills For Associate Client Services Manager Resume
- Financial and/or investment related experience
- Advanced Excel / SQL experience
- Uccessful experience in a high pace office environment
- Four years of directly related customer service and/or call center experience
- Understanding of Capital Markets infrastructure, systems/applications, and businesses/products
- Up to 50% travel for onsite training and filing support as needed
- Learn technical expertise like User Acceptance Testing (UAT), MS Excel, Financial modeling
2
Skills For Senior Associate, Client Services Resume
- Fantastic Benefits: With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available
- Deep understanding of the client’s business needs and technology strategy and the associated Dimension Data delivery model
- In a client facing customer service and/or account support role
- Proficient in multiple software applications including: MS Excel, MS Word, and Visio
- Creativity/Out of the box thinking
- Design and execute onboarding project plan for IPO process - Account is transferred to a CSM after IPO (S-1 CSMs do not maintain a book of business)
- 24/7 dedication to Customer Working Group (issuer counsel, underwriter counsel, bankers, auditors, consultants, and customer) throughout IPO process
- Assist Client Services Team during down periods
3
Skills For Senior.analyst / Associate, Client Services Resume
- Proficient in navigating multiple programs simultaneously
- Knowledge of investments including private equity, public equity, fixed income, ETF’s, mutual funds, commodities, etc
- Team player and client-centric
- Health & Wellness: Need a break? Hit the relaxation room, or take a bike ride
- Employee Stock Purchase Plan: Purchase company stock at a 15% discounted rate
4
Skills For Um-associate, Client Services Resume
- Casual Dress: Workiva has a casual work environment, most people wear jeans to the office
- Work-life Balance: Start with 40 hours of paid time off on your first day, accruing up to 120 in your first year and increases based on years of service. Many departments allow team members to work remotely on an as needed basis
- Learn more on our Muse Page
- Awareness and interest in Media & Communication sector
- Knowledge of client relationship management techniques
- Comprehensive knowledge of relevant operational and HR practices
- Adhere to organization’s Service Level Agreements
5
Skills For Associate Client Services Mana Resume
- Design and execute appropriate awareness campaigns advising customers of HR Operational changes or issues that affect their business, ensuring customer’s understanding of impacts
- Act as the internal “voice of the customer’s and “matrix” manages an internal cross-functional team and client contacts to provide solutions, issue resolution and economic delivery of services
- Help shape solutions to fit TriNet’s and clients’ business needs and ensure that they meet desired business results in a timely manner
- Analyze customer’s business model and business processes and pay practices, document current-state HR Operational business processes and with specifically identified areas of opportunity for improvement
- Inform customers of HR Operational changes or issues that affect their business, ensuring customer’s understanding of impacts
- Help shape solutions to fit Trinet’s and clients
- Experience utilizing effective project management and change management techniques and processes, with success in coaching, facilitating and negotiating ‘best solutions’. Other Knowledge, Skills and Abilities
- Understand, respond and resolve a wide range of customer issues
- Deliver high quality service and support under pressure with a keen attention to detail
6
Skills For Associate / Client Services, Home Care Resume
- Thorough knowledge of the IPO process and filings
- Provide primary customer contact for Workiva product and services and execute a "wow" interaction
- Champion customer responsiveness and issue resolution
- Serve as a customer advocate while effectively collaborating with internal, cross-functional teams including Product Management, Sales, Marketing, Engineering and Finance
- Build strong customer relationships and explore opportunities for growth
- Act as the internal "voice of the customers" and "matrix" manages an internal cross-functional team and client contacts to provide solutions, issue resolution and economic delivery of services
7
Skills For Admin Associate / Client Services Coord Resume
- In Account Management or previous client-facing experience required
- Thorough knowledge of Capital Markets processes and filings
- Develop comprehensive industry knowledge
- Be part of a company that is a results-focused meritocracy. We set high standards and value accountability. We seek to identify and reward exceptional performance with growth opportunities
- Intake and complete requested HR Operational requests from customer utilizing appropriate cross-functional resources per defined processes
- Work with colleagues and clients around the world
8
Skills For Associate Client Services Resume
- Monitor open clients issues on a daily basis for assigned customers until resolution
- Participate as a SME on special projects and internal process initiatives
- Customer service/account management preferably in payroll or HR operations
- Monitor and track cash flow activity for limited partnerships
- Communicate with custodian banks regarding capital calls and distributions for clients to ensure successful delivery and receipt, reconcile cash flows with custodian banks
- Work directly with Korean Relationship Managers on client deliverables and special projects
- Prepare quarterly and annual reports for clients
9
Skills For Associate Client Services Rep Resume
- Follow Client Services Procedures and Processes to ensure accurate, smooth and seamless on-boarding for Capital Markets clients and products and to advise the front-office in all matters related to AML/KYC regulatory requirements
- Responsible to ensure all on-boarding and risk review due diligence completed by Analysts in the assigned Region(s) are conducted correctly and on a timely basis
- Act as primary client contact to support administrative and operational questions and effectively coordinate support from other internal SME teams
- Strong technical aptitude, with competency in using Google Drive and Microsoft Word, Excel and PowerPoint
- Staying current on existing and newly developed product offerings
- Outstanding project management, follow-through and keen attention to detail
- Act as the single point of contact for the client by addressing their issues and concerns and providing resolutions to their on-boarding queries
- Act as subject matter expert in AML/KYC due diligence and documentation in the assigned Region(s) and provide regular training/coaching to the Analysts
10
Skills For Senior Analyst / Associate, Client Services Resume
- Conduct research and inquiry to obtain document requirements for the initiation of on-boarding Capital Markets clients to CIBC
- Explain to the client why documentation for on-boarding purposes is required. Ensure the client is followed up promptly while keeping the front-office informed at all times
- Maintaining clients’ IR websites from both design and content perspective
- Liaise with global project teams and regional stakeholders ensuring requirements and improvements are implemented, as needed
- Receive on the job training
- (75%) Client Servicing
- Ensure the correct reference data is complete and set-up for the client in systems and application(s)
- Serve as the single point of contact for front office sales and internal departments (e.g. Credit, Legal, etc.) for queries surrounding the on-boarding of clients and products
- In conjunction with senior management in the Client Service group, responsible for reporting and facilitating/participating in status meetings with internal stakeholders to identify and resolve any issues. Escalate issues surrounding the on-boarding process for the Region covered by providing full context, analysis and recommendations
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