Client Analyst Resume Sample

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Amber Legros
23999 Rico Street,  Boston,  MA
+1 (555) 786 6543

Work Experience


Senior Client Analyst, Field Service
11/2015 - PRESENT
New York, NY
  • Experience in an Accounts Payable/Procurement process in international environment
  • Financial system experience, preferably in SAP
  • Complete understanding of accounts payable and procurement process
  • Match invoices and POs and process through the system
  • Communicate with others, via telephone, e-mail or in person, in a professional and helpful manner while simultaneously building credibility and rappor
  • Develop Self and Others: Develop self and support others’ development to achieve full potential
  • Every new and existing client of Citi’s Institutional Clients Group is required to have a KYC Record before an account can be opened. The KYC Record outlines important information about the customer
  • There is a requirement to conduct research for company information from both internal and external sources, documenting specifics required to satisfy regulations. There are differing requirements depending on where the account is being opened. There is a constant need for KYC Record review as there are periodic renewals of the required due diligence carried out based on the risk of the client
  • The BSU owns the end to end KYC process from creation/renewal to approval of the KYC Record and supporting local country appendices
Client Analyst
02/2010 - 08/2015
Los Angeles, CA
  • Working effectively to ensure mutually satisfactory resolution of key issues and the respective responsibilities are understood and discharged,
  • Assist Relationship Managers with advisory and sales activities to build the franchise (e.g. client book development, investment proposals, sales initiatives)
  • Define and create tailored client and prospect presentations/pitch documents by liaising with the respective Relationship Manager and co-ordinate pitch teams to determine relevant and compliant content
  • Assist Relationship Managers with advisory and sales activities to develop the franchise (e.g. client book development, investment proposals, sales initiatives)
  • Define and create tailored client and prospect presentations/pitch documents by liaising with the respective Relationship Manager and co-ordinate pitch teams (e.g. A&S, Lending) to determine relevant and compliant content
  • Support existing client relationships
  • Assist the Relationship Managers to complete regular reviews and administration relating to clients and prospects for example; regular Portfolio reviews, CSAP, Knowledge and Experience, KYC
  • Prepare Geo Access Analysis and Disruption Analysis for self-funded going to market
Client Analyst Intern
01/2007 - 09/2009
Philadelphia, PA
  • Communicate effectively: Utilize effective communication skills in-person, over the phone and via email with internal and external clients. Develop an approach/system for communicating key project considerations (i.e. recruitment concerns, technical issues) with team members
  • Help grow client relationships:Build and strengthen client relationships by supporting accounts with excellent client service and listening to/anticipating their needs
  • Execute research: Support team members in any and all necessary aspects of research execution. Contributions include but are not limited to media plan review, working with Ad Operations, submitting report requests, designing surveys, and writing reports
  • Hone your presentation skills: Practice and refine presentation skills through internal initiatives with managers and team-members
  • Execute research: Support team members in any and all necessary aspects of research execution. Contributions include but are not limited to media plan review, working with Ad Operations and submitting report requests
  • Design surveys: With supervision and coaching, design survey drafts and create first versions of results decks; increase competency with using interface and our normative tools
  • Ensuring KYC due diligence reviews are undertaken to the required quality and detail on a timely basis,

Education


DeVry University - Phoenix
2003 - 2007
Bachelor's Degree in Business

Professional Skills


  • Strong organization skills with an excellent attention to detail while under pressure, with strong follow-up and good judgment
  • Strong interpersonal skills—able to build and maintain strong positive internal and external relationships
  • Excellent customer service skills and a strong aptitude for handling challenging situations in conversation and correspondence
  • Excellent quantitative and communication skills, as well as strong attention to detail
  • Strong analytical and critical thinking skills—able to build a basic story from the data
  • Excellent problem solving skills and the ability to ‘think out of the box&#8217
  • Excellent client service skills, maturity and judgment in dealing directly with clientele

How to write Client Analyst Resume

Client Analyst role is responsible for excel, presentation, financial, research, analysis, training, sql, powerpoint, organization, tableau.
To write great resume for client analyst job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Client Analyst Resume

The section contact information is important in your client analyst 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
  • Email
  • Telephone number

Work Experience in Your Client Analyst Resume

The section work experience is an essential part of your client analyst 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 client analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Client Analyst resume experience can include:

  • Strong client service ethic and mindset, prior experience of working within a client service function preferable
  • Good communication skills in order to engage with stakeholders
  • Work independently and to be accountable for work items and have strong time management skills
  • Strong collaborative, time management, project management, and organizational skills
  • Prior experience supporting Relationship Manager, Sales, or working in an operation middle office or client facing support function
  • Proven client-facing experience, helping to uncover and address client needs, deliver and explain analyses and problem solve

Education on a Client Analyst Resume

Make sure to make education a priority on your client analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client analyst 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 Client Analyst Resume

When listing skills on your client analyst 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 client analyst skills:

  • Good organization skills are essential, ability to juggle multiple competing priorities against time pressures
  • Prioritizing and organizing work to effectively handle own workload while responding to the needs of clients
  • Engaging and effective communication and desire to hone presentation skills
  • Engaging and effective communication skills
  • Excellent presentation skills, including creating and delivering presentations
  • Strong financial analysis and problem solving skills; familiarity with SEC publications, financial statements, AMBest rating reports/methodology and BCAR

List of Typical Experience For a Client Analyst Resume

1

Experience For Institutional Client Analyst Resume

  • Computer software & hardware troubleshooting knowledge & experience
  • Management consulting experience as a Business Analyst or in a similar role
  • Good knowledge of English (mandatory)
  • Previous experience with financial services (desirable)
  • Good knowledge of Microsoft Office tools, namely Excel and PowerPoint
  • Insurance and/or Reinsurance experience
  • Posting of invoices to ensure timely payment to vendors,
  • Perform billing tasks such as invoice generation, posting payment, and reconcile receivables
2

Experience For Know Your Client Analyst Resume

  • Basic troubleshooting of customer issues according to established policies, procedures and practices
  • Proficient on researching and following up on phone calls/inquires
  • What we are offering
  • Ensure personal compliance with policies and procedures relating to all client and prospect activity
  • Develop an understanding of the depth and breadth of Wellington Management’s product offerings
  • Prepare and provide extensive reconciliation with custodian banks and accounting agents to prevent/resolve NAV/Performance discrepancies
  • Maintain BlackRock’s relationship with third parties such as custodian banks, accounting agents, consultants and auditors
3

Experience For Senior Client Analyst, Field Service Resume

  • Analytical thinking, customer service orientation, autonomy, sense of responsibility
  • Complete existing client renewal review and present client’s renewal package (Business performance/Client relationships)
  • Assist the Client Manager in developing strategies, key initiatives and the sales pipeline for assigned clients/prospects; monitor attainment of goals
  • Conduct regression testing to discover software enhancements or needs
  • Assist call center through answering inbound calls from specific clients and their employees
  • Knowledge of managed care products including HMO, PPO, and Medicare Part D
  • Advanced proficiency in MS Excel, working knowledge of MS Office products, Internet Explorer
  • Respond to customer incoming inquiries in a manner consistent with department protocol
  • Provide training to customers on best utilization of available tools
4

Experience For FRC Client Analyst Resume

  • Willingness to travel (up to 50% depending on location and assigned teams), and occasionally internationally
  • Cross/up sell - initiates selling additional lines or increased coverages
  • Proficient handling of VIP accounts
  • An understanding of the brokerage business
  • Proficiency with Microsoft Office (Word/Excel/PowerPoint) and working knowledge of Broadridge
  • Identify invoice workflow enhancement and process essential for the department’s success,
  • Prepare correspondence (e.g., letters, memos) for internal and external Clients
5

Experience For Eur-client Analyst Resume

  • Fluent in English language, any additional European language would be an asset,
  • Great location, close to the city center,
  • Authority to delegate work to Client Analyst
  • Research and initiate corrections to transactions and/or account errors
  • Serve clients and respond to their requests independently, ensure timely escalation and resolution of issues under supervision of responsible Relationship Managers
  • Provide telephone coverage for Relationship Managers on dedicated desk
  • A knowledge of operational and control processes
  • FX, over the counter, listed derivatives and/or structured product knowledge
6

Experience For Senior Client Analyst Resume

  • An analytical mind, with the ability to identify problems and digest complex information into clear problem statements and solutions
  • A proactive attitude to take ownership of work and see it through to completion
  • Support the CA’s sales activities with minimal oversight
  • Identify invoice workflow enhancement and process essential for the department’s success
  • The ability to work under pressure and communicate well
7

Experience For Client Analyst Intern Resume

  • Accountability for own actions and seeks aide from management when appropriate
  • Work closely with all departments of BlackRock to ensure accuracy of the NAV calculation and Performance
  • Assist in re-engineering BlackRock’s operating environment that includes developing specifications for transaction processing, streamlining existing processes, and participating in various automation projects to enhance productivity and controls
  • Participate, with Supervisor’s lead, in periodic client meetings, via the phone, to discuss current activities, client satisfaction, and potential new offerings. Adherence to security policies and procedures
  • Ensure the collection of the documentation required for each KYC files with the sales teams and through research (client websites, regulators, etc.)
  • Supervise requests from other departments (Client Development, Compliance, Audit)
  • Fluent in French (mandatory)
  • Fluent in Spanish (mandatory)
  • Analyze and interpret client/prospect public and non-public information, including but not limited to business plans, financial statements, annual reports, 10-K/Q, MD&A commentary, earnings calls and rating analyst reports
8

Experience For Junior Client Analyst, Markit Share Analysis Resume

  • Provide support for designing traditional and select alternative product solutions based on MRG product know-how and experience
  • Prepare detailed client, broker and prospect analyses to support the development of strategies and initiatives for all assigned clients and prospects
  • Identify client/prospect value proposition in collaboration with Client Manager
  • Prepare SWOT and detailed competitor analyses. Explore competitor vulnerabilities to assist in the design, development, and execution of action steps to profitably grow existing clients’ books of business and capture new books of business from prospects
  • Initiate and drive needed developments and enhancements of analysis and presentation methods, tools and templates
9

Experience For FP&A Client Analyst Resume

  • Interact with other MRG units to ensure proposals are solution-oriented to the needs and motivations of clients/prospects
  • Regular and active engagement with MRG cross functional units (e.g. Underwriting, Actuarial, Contracts, Claims, Capital Partners, Cross Platform) to assist Client Managers in executing action steps to achieve goals
  • Assist in the development and preparation of consistent, professional presentations for existing clients/brokers (e.g., renewal/expansion proposals) and prospects (e.g., new-business proposals)
  • Professional work experience, preferably in the KYC/Compliance/AML fields
  • Experience and knowledge of AML and KYC for Corporate Clients especially HKMA requirements
  • Participate in client/prospect visits and interact with clients/prospects as appropriate at the direction of the Client Manager
  • Act as a point of contact for various groups within client and consultant organisations
  • Support sales team in delivering a tailored client experience/service to clients and related third parties, including fielding and responding to client inquiries
  • Research and Development.Responsible for supporting new product development by researching new products and creating specs for new features in the RowdMap web based platform. Builds the specs, or blueprint of analytical and visual content, required to support new client offerings
10

Experience For Assistant Client Analyst Resume

  • Research and Development.Responsible for supporting new product development by researching new products and creating specs for new features in a web based platform. Builds the specs, or blueprint of analytical and visual content, required to support new client offerings
  • Build client sites, including benefit plan rules, details, prices, text and documents
  • Test client sites to ensure proper functionality and quality
  • Import data into system as needed and assist with ad hoc client projects
  • Prepare employee and employer communication documents
  • Triage client tickets and questions via email and voicemail and provide next response time

List of Typical Skills For a Client Analyst Resume

1

Skills For Institutional Client Analyst Resume

  • Excellent skills in Microsoft Office tools, especially Excel and PowerPoint
  • Proven ability to manage multiple projects simultaneously, prioritizing tasks to stay on course
  • The ability to acquire an extensive knowledge base of business and technology skills within a tight learning curve
  • Develop skills with financial analysis tools: Daily use of Excel and Bloomberg Terminal, develop efficiency with and understanding of commands and formulas
  • Desire to hone presentation skills
2

Skills For Know Your Client Analyst Resume

  • Proficient computer skills in Microsoft office tools and ability to master other needed business tools e.g. SPSS, Survey Reporter
  • Prior experience in DMP and media
  • Prior experience in a customer service-oriented field, ideally within financial services
  • Advanced IT skills such as Microsoft Word and Microsoft Excel
  • In-depth focus on compliance, clear understanding of AML and demonstrated risk awareness
  • Hands-on experience working with large datasets (e.g., sales data, shopper panel data, transaction data, other types of purchase data)
3

Skills For Senior Client Analyst, Field Service Resume

  • Experience using basic quantitative analytical techniques such as regression and factor analysis
  • Good understanding of SAP modules,
  • Experience in Shared Service structure supporting Europe market,
  • A strong understanding of front to back processes and data flows in an investment bank
  • Experience in working in Financial Markets environment or similar role
4

Skills For FRC Client Analyst Resume

  • Previous experience of working in a high volume environment
  • A good working knowledge of the front to back process for trade capture, documentation and settlement
  • Experience in banking, finance or law
  • Previous experience dealing with legal documents and procedures (desirable)
  • Professional client facing experience within in analysis and data management
  • Gain experience in process transition and Operational Excellence
  • Previous Corporate Trust experience
5

Skills For Eur-client Analyst Resume

  • Frequently demonstrates the interest and ability to become cross trained on other functions
  • Demonstrated Ability to quickly learn/retain new technology & applications
  • Related market research experience
  • Market research experience
  • Experience in business analysis in enterprise software implementations on a global scale
  • Previous experience in the area of accounts payable,
  • Possibility to gain experience in process transition and Operational Excellence processes,
  • Relevant experience in Middle Office or related space’s
  • Act as point of contact for a number of the bank’s priority clients
6

Skills For Senior Client Analyst Resume

  • Benefits Administration experience is required
  • Extensive experience with databases, as well as data interpretation and data manipulation
  • Good knowledge of German (mandatory)
  • Previous experience with financial services and KYC (desirable)
  • Experience with MS Office tools: Word, PowerPoint, Excel and SharePoint
7

Skills For Client Analyst Intern Resume

  • Benefits Administration experience
  • Understanding of how digital advertising fits into the marketing cycle - able to discuss with clients/partners in the context of broader business questions
  • Understanding of online advertising technology and branding – able to discuss with clients/partners in the context of broader business questions
  • Maintaining focus on details while managing tasks simultaneously
  • Being part of a newly created team with great spirit and energy
  • Willing to do what it takes to get the job done
  • Performing trend analysis across tickets and clients
  • Working knowledge of Lexis-Nexis, World-Check, and Banker’s Almanac
  • Working knowledge of insurance and reinsurance principles and procedures
8

Skills For Junior Client Analyst, Markit Share Analysis Resume

  • Paying client invoices in a timely and controlled manner
  • Resolving customer issues/inquires based on documented procedures
  • Handling escalations of basic customer issues
  • Understanding of the regulatory landscape and how it impacts the services we deliver to clients and prospects
  • Perform Peer Mentoring & Peer Review; including coaching, quality assessments, and technical writing
  • Familiarity with accounting, finance, underwriting and actuarial concepts, including basic regulatory regimes and GAAP/STAT accounting principles
  • Take on advanced responsibilities such as: preparing asset allocations, performance reporting, and preparing materials for investment reviews
  • Knowledge of agency operations, trading desks, media planning and buying, DMP solutions and relevant industry best practices and KPI’s
9

Skills For FP&A Client Analyst Resume

  • Design and manage financial reporting deliverables for Willis Towers Watson clients with a strict adherence to stated deadlines, including but not limited to
  • Intermediate to high-level troubleshooting of customer issues according to established policies, procedures and practices
  • Provide technical instructions by identifying and analyzing issues
  • Responsible for order execution, processing, settlement and documenting of trades on Relationship Managers managed Advisory client accounts
  • Coordinate testing process in EPIC to ensure that newly completed service requests perform according to specifications of requester
  • Co-ordinate production and timely delivery of any materials for client meetings including presentation books and briefing memos
  • Client Facing - Contact clients (new/existing) to obtain KYC information and documentation
10

Skills For Assistant Client Analyst Resume

  • Support CE in developing and maintaining strategic direction for the client
  • Manage due dates and review of products before going to client – budgets, TRA, flow reports, request and track missing information from clients
  • Opportunity to develop an understanding of the depth and breadth of Wellington Management’s product offering and investment processes
  • Detailed understanding of the UK Regulatory environment and adherence to relevant Policies and Procedures
  • Help author and structure client deliverables including communications, spreadsheets and presentations
  • Work with Service Team and carriers via telephone, video conferencing and email as directed by manager

List of Typical Responsibilities For a Client Analyst Resume

1

Responsibilities For Institutional Client Analyst Resume

  • Participate in communications of issues with outside departments while demonstrating good judgment and strong representation for the offices
  • Strong academic credentials and 1-4 years of professional experience in investment management
  • A demonstrated interest and understanding of capital markets and investment strategies
  • Good understanding of the European Equity markets
  • Strong proactivity and ability to run with tasks from start to finish
  • Team player: willingness to pitch in whenever asked and operate in a team-oriented environment
2

Responsibilities For Know Your Client Analyst Resume

  • Previous KYC experience within a international financial institution
  • Demonstrated ability to learn new technology & applications
  • Be involved in the account onboarding, transition management, account restructuring and account closing processes
  • Communicate with the client : Address questions and requests, manage expectations and deadlines while providing status updates and escalating potential issues
  • Participate in various projects and cross functional working groups
3

Responsibilities For Senior Client Analyst, Field Service Resume

  • Assist CE in determining hedge volumes per location; manage MTM, begin RFP process (forms to procurement) with guidance from CE
  • Act as secondary point of contact for client contacts and support the maintaining of relationships with assigned customers
  • Support CE in maintaining client company information and client data in Trane Energy Supply Services proprietary systems
  • Work closely and support the Client Service Manager in the servicing of assigned client relationships
  • Willingness ability to travel across Europe (up to 25% depending on location and assigned teams), and occasionally to the United States
  • Communicate with the client: Works directly with advertising agencies and provides frequent communications with all stakeholders of the project
  • High proficiency in desktop computer applications including Microsoft Word, Outlook, PowerPoint. Advanced MS Excel acumen required
  • General understanding of financial markets and current trends
  • Variety: working with many different brands or retailers
4

Responsibilities For FRC Client Analyst Resume

  • Act as subject matter expert within the product of responsibility and answers team member questions regarding the product
  • Present mock-ups, review existing client settings/output and requirement documentation via WebEx (or other similar type of tool)
  • Provide training to customers on best utilization of available tools, best practices, products (internal/external)
  • Audit system data from various sources and produce reports about summary and details
  • Resolve any data discrepancies with external vendors
  • Assist the Director, Central Billing Office with systems maintenance, systems analysis, production/operations support, end-user computing support programming services, conversions, enhancements, security and other support as it relates to Billing
5

Responsibilities For Eur-client Analyst Resume

  • Communicate evaluation to Director, Central Billing Office and Information Services Department representatives
  • Coordinate, lead and/or assist in the training of EPIC system applications for personnel and other departmental personnel as necessary to ensure attainment and maintenance of adequate skill level
  • Establish mechanisms to evaluate user satisfaction with system functionality
  • Meet regularly with the Billing management staff, and the Information Service Division to prioritize outstanding projects, communicate user needs and project status
  • Monitor Billing departmental compliance with all guidelines established both procedurally and contractually for the use of the EPIC system and all other related systems
  • Responsible for communicating with Director, Central Billing Office, regarding proposed system enhancements and outside service area requests for system changes in order to evaluate the impact on service areas
6

Responsibilities For Senior Client Analyst Resume

  • Collect and control the integrity of the client information data to complete each KYC file
  • Supervise requests from other departments (Client Development, Compliance, Audit
  • Previous exposure to AML and related regulations, FATCA regulations, PEP identification, etc
  • Establish and maintain relationships with a broad range of institutional clients
  • Conduct analysis, initiate research, and respond to enquiries on a wide range of topics including portfolio and product specific information, investment guidelines, compliance issues, legal contracts, fee inquiries and overdrafts etc, sometimes under significant time pressure
  • Command a knowledge of the investment business, marketplace, and client investment trends
  • Prepare all standard and customized client reports and presentations as well as coordinate and/or execute operational inquiries and changes of the client relationship such as client on-boarding, client portfolio closures, and client transitions, guideline changes, benchmark changes, etc
  • Serve as first level system support for each assigned Channel Partner
  • Support Channel Partner ongoing processes (resolution of data discrepancies, file failures between bswift and external vendors: insurance carriers, Third Party Administrators, and payroll/HRIS systems, etc...)
7

Responsibilities For Client Analyst Intern Resume

  • Support Channel Partner to configure client websites on bswift's software (including: benefit plan rules, details, process, text and documents) with updates for client's annual OE and other changes throughout the year
  • Contribute to smooth and efficient internal operations by being a liaison to different departments
  • Prepare all standard and customized client reports and presentations for upcoming meetings
  • Willingness to pitch in during peak periods across the team and potentially for other teams in the Client Services Group
  • Responsible for ensuring timely, complete and accurate documentation review for client records Review and evaluate recent news related to clients
8

Responsibilities For Junior Client Analyst, Markit Share Analysis Resume

  • Support Call Center for specific clients and their employees
  • Assist Channel Partner with any data discrepancies with external vendors
  • Participate in in-house client meetings and conference calls as appropriate
  • Establish and maintain relationships with a broad range of our US institutional clients
  • Coordinate and/or execute operational inquiries and changes of the client relationship such as client on-boarding, client portfolio closures, and client transitions, guideline changes, benchmark changes, etc
  • Prepare, coordinate, and respond to custom commentary and ad hoc internal and external inquiries on a wide variety of topics including portfolio and product specific information, investment guidelines, and compliance issues
  • Peer review client deliverables completed by the team as needed to ensure accuracy, data reasonability, etc
  • Eventually contribute to project work and initiatives that advance the group and firm forward
  • Support Corporate & Investment bankers on the due diligence requirement in accordance to the Bank's AML/KYC standards and Regulatory Requirements
9

Responsibilities For FP&A Client Analyst Resume

  • Liaise with various internal parties (i.e. Bankers, Product sales, Compliance, Account Operations, Supporting Units) as required during KYC renewal or AML-related issues
  • Resolve any identified issues during approval stage
  • Support Client Executives (CE) in managing relationships with assigned clients
  • Escalate any concerns to senior management in a timely manner
  • Knowledge of Industry Standard KYC systems and tools
  • Attend weekly, bi-weekly calls, prepare required info for call with guidance from the CE
  • Work with internal resources to ensure timely completion of client-related activities and projects
10

Responsibilities For Assistant Client Analyst Resume

  • Manage plant level relationships
  • Serve as additional contact within system portals (Salesforce, etc.) to manage corporate summaries
  • Support preparation for customer meetings and participate as appropriate
  • Conduct ad hoc research and analysis as appropriate
  • Work closely with GRG in support of a number of assigned client relationships covered from the San Francisco office
  • 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, custodian and fund accounting queries, compliance issues, legal contracts and fees
  • Co-ordination, production and timely delivery (as relevant) of standard and/or customized client and consultant presentation materials and reporting, including management of internal constituents, to ensure deadlines are met
  • Support our Client Service Online team with set up and maintenance of client reports in which we track our clients’ performance (e.g. sales, market share, promotional pressure, price level, etc.)
  • Exceptional project management skills; ability to handle multiple projects simultaneously

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