Client Management Resume Sample
Brook Herzog
1677 Felton Causeway,
Chicago,
IL
+1 (555) 589 7312
Work Experience
VP, Client Management
01/2018
-
PRESENT
Phoenix, AZ
- Provide guidance in all phases of client service, client relationship building, and account maintenance to assist the business activities of HSBC’s investment management capabilities
- Understand the client needs in order to identify opportunities to expand and grow existing client relationships
- Act as a liaison between Product and Investment teams, and back and middle office functions in order to satisfy client needs while operating within internal parameters and according to global standards policies
- Manage the comprehensive period-end client reporting for designated product groups
- Manage the end-to-end client management process
- Enable a bottom line impact by excellence in the client management process
- Ensure a direct impact to customer perception of HSBC by providing a high quality on-boarding/client experience
Client Management
10/2010
-
08/2017
Phoenix, AZ
- Cross selling PCM products appropriate to customer needs and providing superior service support for all PCM solutions
- By analysing clients activities and providing advice and suggestions to clients to improve
- Generate referrals for other Global Businesses, e.g. Private Banking (PB), Global Banking and Markets (GBM), Retail Banking and Wealth Management (RBWM), as appropriate
- NAM infrastructure Managers
- Global IT Client and MDM teams
- Understanding and appreciation of the operation and culture of Chinese Banks, ideally with experience gained working within such an organization
- Sound Credit or Risk knowledge
- Navigate and liaise within a software development organization
- Strong knowledge of the capital and credit markets and financial products
Assistant, Client Management
07/2003
-
04/2010
Boston, MA
- Provide a positive and professional onboarding/client experience for all (new) customers
- Help to understand clients' needs in order to improve our offering to existing customers
- Generate cross country referrals facilitated via Global Links
- Generate referrals for other Global Businesses, e.g. Private Banking (PB), GBM, Retail Banking and Wealth Management (RBWM), as appropriate
- Accountable for delivering Client Service excellence globally effectively managing any risks and issues
- Identification of opportunities globally and effectively managing the regional CSM’s to deliver against client promises
- Identify and introduce service improvements to improve the overall client experience
- Resolves global client service issues and challenges as the final escalation point
- Identify opportunities to streamline processes, eliminate redundancy, increase revenue and strengthen relationships
Education
Oklahoma State University - Tulsa
1998 - 2003
Bachelor's Degree in Finance
Professional Skills
- Clear communication skills with high influencing skills through concise, clear reasoning and confidence with senior audience
- Strong communication and presentation skills in both English and Chinese with proven ability to understand, develop and present at senior levels
- Proven problem solving/decision making skills
- Demonstrated team leadership and interpersonal skills
- Strong analytical skills, financial and business acumen
- Strong people leadership skills which create engagement and commitment to drive superior results achievements
- Strong analytical, problem-solving, technical Experience in driving team and individual performance to achieve customer and financial targets
How to write Client Management Resume
Client Management role is responsible for analytical, leadership, interpersonal, negotiation, presentation, organization, software, drive, excel, english.
To write great resume for client management job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Management Resume
The section contact information is important in your client management 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 Client Management Resume
The section work experience is an essential part of your client management 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 management 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 management position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Management resume experience can include:
- Consultatively understanding our clients’ business, strategy, and short and long-term objectives and present how the Optum Analytics solution aligns with strategic imperatives
- Analytical skill: Ability to take a large volume of data and perform effective analysis
- Helping the client form a C - level sponsorship team to prioritize key initiatives and supporting solutions driven by Optum One
- Experience with direction and monitoring activities and programs for training, development, and career growth of direct reports
- Demonstrate understanding of the prevailing bank-wide policy on KYC and the knowledge of regulations specific to Singapore
- Investigation skill: Able to investigate and assess information thoroughly, finding linkages from different sources of information
Education on a Client Management Resume
Make sure to make education a priority on your client management resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client management 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 Management Resume
When listing skills on your client management 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 management skills:
- Strong collaboration skills; demonstrated ability to partner with cross-functional resources to achieve results
- Demonstrated analytical and creative problem solving skills and proven financial acumen
- Proven superior strategic thinking, creative problem solving and analytical skills
- Prior P&L responsibilities, with established record of using strong client satisfaction experience to drive new and deeper revenue streams
- Excellent written/oral communication, organizational, and interpersonal skills
- Strong skills for building and leading sell in presentations
List of Typical Experience For a Client Management Resume
1
Experience For VP, Client Management Resume
- Good organization skill and task orientated. Ability to organise, prioritise and multi-task, work independently and under pressure
- Experience in financial industry with a preference for prior client management experience in local and/or global markets
- Good interpersonal skills to work with clients as well as relationship managers
- Experience in evaluating and recommending appropriate, cost-effective solutions to business problems
- Increase American Express relevance by consistently & effectively communicating the value story
2
Experience For Head of Client Management Resume
- Client Experience Management, Account Management, Engagement Management, or Project Management experience
- Exemplary tactful negotiation and persuasion skills with ability to mentor and develop unit Associates in these areas
- To work effectively with internal stake-holders to deliver a best in class solution/service delivery to the clients
- Experience in cash management or trade finance product &/or strong knowledge of cash/payment operations is critical
- Being aware and demonstrate the knowledge of regulation surrounding KYC/Due Diligence for Singapore
- Proven success managing and developing institutional relationships, including the retention of clients and cross-selling
3
Experience For Senior Manager, Client Management Resume
- Good understanding of transaction workflows, booking concept and booking system
- Proven track record of successfully building relationships, consulting and selling value added service solutions directly to senior leadership
- Skilled in developing and finalizing business case scenarios
- Significant experience developing and successfully implementing strategies on a large scale required
- Progressively responsible experience in Account Management in Publishing, Education related fields, Sales & Marketing, Business Development
- Experience in Account Management in Publishing, Education related fields, Sales & Marketing, Business
- Experience in Account Management in Publishing, Education-related fields, Sales & Marketing, Business Development
- Good understanding of risk concepts and methodologies
4
Experience For Director of Client Management Resume
- Strong background in Colonial products and underwriting processes
- Have strong working knowledge of and ability to articulate in an executive manner Prudential’s overall business strategy
- Demonstrates proficiency in Microsoft office, Word, Excel, and PowerPoint
- Demonstrates general knowledge of applicable systems technology
- Experience in a management role within the Employee Benefits consulting business required
- Excellent relationships with insurance/carrier markets in assigned areas including Memphis and Nashville, or ability to develop same immediately
- Strong working knowledge of federal and state legislation and legal issues related to the insurance industry
- Working experience in Sales/Client management role
- Experience in Transaction banking role in banks
5
Experience For Senior Client Management Manager Resume
- Proactively build, manage and nurture client relationship with the Bank through excellent service
- Understanding the businesses of BNPP and their interface with the bank globally
- Willing to take on a leadership as well as an individual contributor role
- Desire for working in a rapidly changing environment requiring coordination with multiple stakeholders
- Implement protocol for assessing client needs and creating solutions
- To improve business alignment and accountability to the Business, Banking Middle Office and Client
- Ensure the team implement joint marketing programmes that drive growth to the merchant and value added offers to American Express Card Members
- Possess KYC, AML, CFT knowledge with high sensitivity to legal, compliance and operational risks
- Ensure correct realization of the contract in terms of client’s requirements and claims, performances, security, environmental and legal constraints, quality of the deliverables
6
Experience For VP, Client Management, Lending Solutions Resume
- Commitment to the role and capacity to meticulously implement the ITO 3C Mission Statement
- Written and oral fluency in English and local language is necessary
- Autonomy and capacity to take initiative
- Capacity to remain objective and independent in order to fulfil the control role required
- Hire, lead, mentor and coach teams of relationship managers who own the client relationship, supporting clients across numerous industry verticals in assigned portfolios
- Responsible for ensuring the team has depth in their respective industry verticals, understanding of the products and services most impactful for clients in the vertical and the client engagement skills necessary to increase retention and revenue
- Work closely with Front Office to facilitate the collection of KYC and other relevant documents in accordance with the prevailing account opening procedures and local regulations
- To ensure evidence of each customer’s identity and other relevant documents are received in order before account opening
7
Experience For Client Management Director Resume
- Review and approve KYC for new client on-boarding for standard sensitive accounts (i.e. non high risk clients)
- Perform qualitative and quantitative check on New Account Documentation for all clients
- Ensure all client files are stored and maintained accordingly (electronically and in paper format)
- Prepare regular reports for Management review (account documentation irregularities, monthly statistics
- To ensure smooth files production and CAC process and without any delay within his / her team. Also communicate and help when necessary with other Teams within CM
- Work independent on KYC due diligence end-to-end and provide advice to relevant businesses in light of information surrounding any particular customer for both on boarding or recertification
8
Experience For Client Management Lead Resume
- Communicate independently and professionally with internal customers at all levels particularly senior, regional teams within Client Management ITO, as well as with teams in other BNPP locations
- Possessing knowledge in various types of trading entities - limited, private and public companies, holding companies, hedge funds, asset managers, special purpose vehicle’s, trust’s and specialized sectors such as MNC, Shipping, Gaming etc
- Identify, assess/analyses report and provide solutions to production, policy and system issues to management and relevant support teams for enhancements
- Understanding the prevailing bank-wide policy on KYC
- Coaching and mentoring to build organisational capability, talent and bench strength
9
Experience For Glcm Client Management Manager Resume
- Demonstrates vision, leadership, and general business knowledge in development of a team environment to accomplish the tasks and activities required to meet both internal and external client requirements
- Have strong working knowledge of each US business unit’s current business, distribution, products and markets (includes Retirement, PGIM, Group Insurance, Annuities and Individual Life Insurance) and have an understanding of each business unit’s current and emerging business priorities and capabilities
- Engagement of team, frontline and organisation
- Management of key stakeholders
- Plan and drive professional development and support structures to aide Client Executives (CEs) in consultative technical sales and client service. Develop Client Executive (CE) team’s ability to discuss business strategy and industry issues with the client and drive Professional Services sales
- Acquire and retain top talent for key positions. Identify and address gaps between CEs’ current capabilities and what is needed for alignment with Fiserv’s strategic direction
- Strong investment management knowledge with the ability to communicate and present confidently complex information with clients particularly in investment review meetings
10
Experience For Sector Head, FIG Client Management Resume
- Excellent account management skills and client-centric focus with the ability to define problems and create appropriate solutions
- Previous experience working as a Fund Analyst or a similar technical role
- Deep understanding of institutional money managers, investment consultants, and the institutional industry
- Understand the client’s strategy and business needs. Constantly assesses the value our solutions are delivering and leads team members to develop approaches that increase the value we provide and increase the impact Optum has on the client’s business
- Oversee cross functional client teams on the delivery of all services; works with the team to leverage internal resources to address performance issues (escalate as needed) to drive resolution
- Support Client on Boarding Team to perform the checking of KYC and other relevant documents in accordance with the prevailing account opening procedures and local regulations. To ensure evidence of each customer’s identity and other relevant documents are received in order before account opening
- Work within a team – with an adaptable flexible approach, coordinate with team members and Front Office to resolve complex cases and address issues in a timely manner
- Hard working and willing to work overtime
- Be open to change and support the vision of working in a fully transversal operation
List of Typical Skills For a Client Management Resume
1
Skills For VP, Client Management Resume
- Proven experience working with clients in a client-facing capacity; sales or account management experience a strong advantage
- Excellent written and verbal communication skills and proven ability to influence and negotiate
- Understanding the UnumProvident RFP processes with the ability to manage an effective collaboration process and develop strong partnerships
- Healthcare experience, with a strong working knowledge of client services areas of responsibility, the provider and payer markets
- Proven success at changing the client satisfaction experience within large, complex client delivery systems and solution platforms
- Solid management experience leading high level professionals, engaged with client satisfaction accountability along with revenue generation and maximization
2
Skills For Head of Client Management Resume
- Good understanding of the financial services industry and customer service experience
- Excellent PC skill, especially in Excel
- Creative problem solving and strategic thinking skills; ability to think broadly to match or create appropriate and new solutions to client needs
- Skilled in effective negotiation techniques
- Superior communication and organizational skills required
- Possess industry experience with a custodian or fund manager in a client-servicing role Academic/Professional Qualifications (or equivalent qualifiers)
3
Skills For Senior Manager, Client Management Resume
- Prioritize and multi-tasks, self-drive team player & work independently
- Broad experience in a Trustee & Depositary role - preferable
- Ensure effective resolution of all customer and Alliance partner escalated issues
- Strong customer/client, industry and Amex product knowledge
- Strong financial acumen with profitability mindset
- Build relationships for success and ensure strong alignment with Issuers
4
Skills For Director of Client Management Resume
- Manage an effective pipeline of accounts and opportunities
- Experience in the insurance industry, preferably in voluntary benefits or health
- Demonstrated leadership and staff development
- Experience in the insurance industry
- Experience working with Provider (hospital / IDN) solutions (i.e. CAC, Revenue Cycle Management systems, HIE, EHR)
- Thought leader with prior success driving large scale, positive client satisfaction shift within client base
- Working experience in similar field or function required with emphasis on B2B expansion within managed base
5
Skills For Senior Client Management Manager Resume
- B2B / B2C marketing experience is relevant
- Account / client management or consulting or leadership experience required
- Safeguard the merchant’s relationship across all aspects of American Express, ensuring merchants’ positive experience across all Blue Box partners
- Information Technology experience with increasing levels of responsibility
- Direct experience & ability to lead and support client management team through tenuous situations
6
Skills For VP, Client Management, Lending Solutions Resume
- Strong developer of talent
- Demonstrated success in Account Management, Financial Principles & Service
- Experience in trade and customer service is essential
- Experience with Group and HSBC Canada GTRF/CMB products and services
- Experience in handling a complex and corporate based customer’s portfolio
- At least eight years of relevant experience in the footwear/apparel industry, with a focus on entertainment/lifestyle industry expertise
7
Skills For Client Management Director Resume
- Highly customer-focused and results-driven, with demonstrated success in pipeline management
- Strong business knowledge and financial acumen
- Good knowledge of Belgium and Luxembourg Merchant landscape and markets dynamics
- Experience in Higher Education-related fields
- Experience in a client/constituent organization
- Experience in Education-related fields
- Having a detailed understanding of the client base in order to identify and respond to present and future needs
- Maintaining a balanced approach to risk management
8
Skills For Client Management Lead Resume
- Being familiar with local regulations
- Influencing and negotiating customer decisions
- Building winning relationships with corporate contacts
- Understanding of data management or front office space a significant advantage
- Leadership role in maintaining client relationships, delivering strategy council, and troubleshooting client and internal issues
9
Skills For Glcm Client Management Manager Resume
- Maintain development plans, providing leadership, support, guidance and coaching to the Client Management team
- Manage client institutions through all phases of the relationship: early education, contracting, implementation, and ongoing commercialization
- Keen understanding of financial and operational performance of multiple sizable accounts to ensuring quality work, deadline, and budget adherence
- Manage high profile Australian based client portfolio ensuring it consistently meets/exceeds Pitney Bowes revenue and profit objectives
- Become an expert on the client’s industry and business to ensure we are bringing to our clients the best solutions and programs to increase revenue
- Expertise in brand tracking studies and grounded in technology and e-commerce industry knowledge
- Serves as point-of-escalation for Subject-Matter-Expertise (SME) on all matters concerning STAAR
- Lead the team through all phases of the client management process, from global client planning to global sales execution
10
Skills For Sector Head, FIG Client Management Resume
- As appropriate, interface with fraud/operations/technologies/legal etc. to ensure appropriate customer servicing strategies
- Oversees development of innovative approaches for answering client’s needs
- Identify and maximise cross selling opportunities for BNY Mellon's products and services
- Oversight over the operational FCE’s and SBU’s working on the IA
- Work with relevant teams on competitive portfolio’s trend and information on re-pricing or win new relationships/deals for these clients
- Relevant professional business qualification
- Establish clear and realistic agreements with client and Alliance partners in regard to contract scope, schedules, deliverables
- Ensure consistent ‘one voice of ETS’ communication to client and Alliance partners
List of Typical Responsibilities For a Client Management Resume
1
Responsibilities For VP, Client Management Resume
- Strong people management skills and the ability to lead the team in driving results
- Sales /Account Manager experience with at least 5 years or relevant experience
- Coordinate with other Cigna functions and segments to ensure clients are supported effectively
- Wallet Size and develop account plan and strategy covering Cash Management products for key and priority existing clients
- Skilled in preparing impactful Powerpoint decks and using Excel
- Experience in Account Management in Publishing, Education related fields, Sales & Marketing, Business Development
- Experience in external client management, management consulting, enterprise business development or corporate strategy
- Demonstrate leadership in executing strategic account plans
- The quality of an excellent team player and are superior in driving results across both functional and cross-functional units
2
Responsibilities For Head of Client Management Resume
- Proven track record of recruiting, building and scaling a high performance client management team
- Proven ability to manage, coach and lead a team of client-focused analysts
- Banking Middle Office, Client Services include
- Collaborate across FutureAdvisor marketing, operations, product management and other groups to bring FutureAdvisor’s integrated capabilities to market
- Work closely across Amex teams to ensure seamless integration with key partners in Membership Rewards, Marketing, Finance, Pricing, Risk, Operations and Legal
3
Responsibilities For Senior Manager, Client Management Resume
- Explore business opportunities with existing clients , expand penetration and market share by exploring cross-sell and revenue growth opportunities
- Develop, manage and broadening relationships with key internal / external stakeholder including Payment operation, Bank Alliance partner and Regulatory bodies
- Drive and lead global card acceptance contract re-negotiations, ensuring premium value in line with meeting the economics objectives
- Advise the Regional Client Management Team in creating a consistent and market leading proposition
- Firm working knowledge of group benefits in multiple product lines (i.e., medical, dental, life, AD&D, disability)
- Compile, analyze, and interpret complex financial information and data to facilitate decision making
- Manage the production of relevant client reporting
- Manage and co-ordinate client scheme documentation / change events, including
- Grow revenue and transaction volumes through increase share of wallet and cross-selling GTS products
4
Responsibilities For Director of Client Management Resume
- Manage high level MIS-reporting that includes : Customer’s activity, revenue generated and product penetration
- An understanding of the investment markets and their impact on the Trust & Depositary business Global Competencies
- A desire to succeed in a fast-moving, matrix environment
- In-depth knowledge of Colonial functional areas ensuring complete and accurate information is reflected in the proposal responses
- Energetic, enthusiastic and self-starting team player with an ability to have fun
5
Responsibilities For Senior Client Management Manager Resume
- Identify assigned portfolio potential and manage according to sales plan
- Development of deep understanding the customer and market
- Jobholder is required to appreciate the different risks associated with operating across borders and within different regulatory regimes
- Drive charge volume growth, revenue and profitability using in-depth knowledge of merchant’s business/industry and Global Merchant Services
- Manage units’ performance to maximize growth and persistency. Allocate resources within assigned service teams to meet client needs
- Current Tennessee Life/Health insurance license or the ability to obtain immediately required
- Full proficiency in the use of Microsoft Word, Excel, and PowerPoint
- High aptitude for accuracy in mathematical calculations along with strong attention to detail in order to proofread spreadsheets and review documents for errors
6
Responsibilities For VP, Client Management, Lending Solutions Resume
- Strong verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy
- Prepare of supporting papers for regular Tier 1 service review meetings and board meetings
- Manage and co-ordinate client scheme documentation / change events liaising with Technical subject matter experts
- Travel by automobile and aircraft and be away from home more than one day and night
- GTS product knowledge with service and commercial orientation
- Provide Tier 1 Client Service Delivery - co-ordinate and maintain at a senior level
- Client business relationships - co-ordinate and maintain at a senior level
7
Responsibilities For Client Management Director Resume
- Arrange and conduct regular service review meetings/board meetings and in conjunction with the Regulatory & Technical team, arrange regulatory update sessions as required
- To assist and support the Head of UK Trust & Depositary on client take projects as required
- Work closely with Front Office to facilitate the collection for KYC and other relevant documents in accordance with the prevailing account opening procedures and local regulations. to ensure evidence of each customer's identity and other relevant documents are received in order before account opening
- Perform quantitative check on New Account Documentation for all clients
- Prepare regular reports for Management review (account documentation irregularities, monthly statistics)
- Development and management of the project schedule
- Oversight of the ELPAC IA and LST solution
- Lead and facilitate internal solutions discussions
- Development and management of the ELPAC IA scope of work
8
Responsibilities For Client Management Lead Resume
- Lead senior financial institution client relationships with ultimate responsibility for the commercial results and satisfaction of those clients
- Establish and grow senior relationships to drive strategy at the client institutions to increase advisor/consumer adoption of FutureAdvisor offering and grow AUM
- Deepen the cash and trade wallet of the allocated portfolio of clients
- Responsible for ensuring cross-sell of other GTS products, increase flow business, driving online transactions and highlighting other opportunities which the client might indicate and which are relevant for other BUs within the bank like T&M/CBG etc
- Indicative revenue target would be approx SGD 2M
- To conduct customer journeys and also ensure positive feedback from the clients in various customer surveys
9
Responsibilities For Glcm Client Management Manager Resume
- Have handled clients across segments like MNC/Local Large Corporates/Mid markets
- Manage a portfolio of approximately 100 cross industry merchant relationships in the Washington, DC/Metro Area
- Envision and own strategic account plans to drive transformational change. Grow Amex share, charge volume, revenue, and client satisfaction via a broad suite of AXP assets and partner teams
- Optimize and prioritize investments, including $1M of marketing funds, by determining the best use of American Express budget to maximize ROI for both the merchant and the Blue Box
- Proficiency in Microsoft Office Suite, particularly Excel and Power Point
- Potentially lead or assist to manage a team to ensure timeliness of review for portfolio or cases assigned
- To act as a single point of contact for the Bank’s top-tier IBG clients on cash and trade matters, actively engaging customers on all aspects of their requirements and provide high level of support to them, and strengthen the overall relationship with these clients at various levels
10
Responsibilities For Sector Head, FIG Client Management Resume
- Maintain close relationship with clients through visits and/or customer calls
- Retain and grow organic revenue through great servicing, customer’s engagements, close monitoring of client’s activities, increase transaction volume via enhanced service experience
- Identify new opportunities and execute cross sells/referrals DBS products and services working closely with other areas of the group to develop joint business initiatives
- Key service contact point for major client relationships (identified through a standard selection process agreed jointly by the Relationship Manager, Sales & Client Management)
- Work in partnership with BusinessCare, Cash PSU, Trade PSU and Support Functions to ensure the service standards of non-complex GTS enquiries are met and proper escalation of service issues are in place
- Act as an escalation point to provide necessary remedial actions arising from material service issues impacting these clients while identifying and introducing service improvements to improve the overall client experience
- Partner with GTS Product Management to provide customer feedback on product related service issues to feed into product development roadmaps
- Work closely with Client Implementation Manager and Sales Manager on boarding new client or product/service for existing client to ensure no breakage in client on-boarding process and post live support
- Cross-sell Working Capital Solutions - cash management and trade Finance products & services to existing clients and grow transaction volumes channelled via DBS
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