Client Management Analyst Resume Sample
Hector Maggio
78553 Bogisich Streets,
Detroit,
MI
+1 (555) 189 8266
Work Experience
Senior Client Management Analyst
07/2015
-
PRESENT
San Francisco, CA
- Work with senior bankers and product partners to drive business development through
- Support of senior bankers in their client development work
- Quantitative and qualitative analyses of Bank, Broker Dealer and Investment Management industry/clients to identify industry forces at work, client challenges and opportunities
- Collaborate with banker and product partners in the development of client pitch material and or transacting
- Regularly meeting with clients to understand Citi’s competitive position and opportunities
- Knowledge of database marketing principles and practices including campaign management, contact management, client profiling, and segmentation
- In-depth experience using relational databases and extracting information using query tools employing Structured Query Language (SQL)
Client Management Analyst
04/2013
-
05/2015
Philadelphia, PA
- Knowledge of data quality principles and practices
- Proficiency with data profiling and data analysis techniques
- Listen to and interpret the requirements of peers and translate them into an appropriate course of action
- Coordinate projects involving peers across multiple departments
- Three to five years of applied work experience
- Possess good understanding of assigned clients’/prospects’/partners’ overall business strategy and needs in the retirement (income and risk management), investment, annuity and insurance areas
- Have broad understanding of each Prudential’s businesses, distribution, products and markets (includes Retirement, PGIM, Group Insurance, Annuities and ILI) and an understanding of each business unit’s current and emerging business priorities and capabilities
Client Selection & Management Analyst
07/2008
-
03/2013
Boston, MA
- Act as a central point of contact between the Client Manager and the onboarding functions, ensuring an efficient and effective communication is in place between the onboarding functional teams (KYCS, Credit Analysis Unit, etc.)
- Work closely with Client Managers to understand the urgency, priority and sensitivity of onboarding requests
- Perform research via internal and external sources, gather and analyze documentation in accordance with KYC requirements
- Act as our clients’ main point of contact
- Works as a liaison between the client and the internal Operations, Financial Reporting, Tax, and Systems Development departments
- Maintain client deliverables, production calendars, and hold regular meetings with clients
- Identify, research, and resolve issues with service providers and clients
- Successfully navigates a highly visible and matrixed environment to act as an escalation point/second level support for client issues and inquiries
- Continually drives best practices, with both people and process, partnering across the organization for sustained improvements, including cost saving and business efficiency initiatives
Education
Western International University
2003 - 2008
Bachelor's Degree in Finance
Professional Skills
- Excellent client service skills. Preference for experience in a client facing role
- Excel, Word, PowerPoint skills preferable
- Experience in the financial services industry; compliance experience is ideal
- Experience in KYC and AML, including knowledge and understanding of US AML/BSA laws and regulations and AML trends and issues
- Five or more years’ experience in banking (or related) industry
- Previous Client Management and/or Relations experience
- Strong ability to handle conflict resolution
How to write Client Management Analyst Resume
Client Management Analyst role is responsible for positive, conflict, insurance, research, database, credit, finance, retail, regulatory, onboarding.
To write great resume for client management analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Management Analyst Resume
The section contact information is important in your client management 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
- Telephone number
Work Experience in Your Client Management Analyst Resume
The section work experience is an essential part of your client management 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 management 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 management analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Management Analyst resume experience can include:
- Help, support and work alongside the Vice Presidents and Managing Directors in understanding the current relationships and executing client priorities
- Manages and prioritizes workload/ticket backlog for technical teams
- Collecting, understanding, summarizing and analyzing current Prudential services provided to specific clients and partners
- Assisting Banking Middle Office Client Managers and CMDD in setting up cases onto the Workflow platform or similar Case Management system
- Engaging with Client Managers to discuss specific cases and provide advice / guidance on the approach around resolution on overdue / problematic cases
- Acts as a key stakeholder in evolving our client serving model
Education on a Client Management Analyst Resume
Make sure to make education a priority on your client management 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 management 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 Management Analyst Resume
When listing skills on your client management 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 management analyst skills:
- Coordination of all Onboarding and Client Maintenance requests on behalf of Banking Middle Office Client Management for new to Bank and existing clients
- Accurately complete EDD documentation and to ensure onboarding and risk is within the Bank’s Risk Tolerance
- Work closely with Banking Middle Office Client Managers to capture requirements for new requests
- Bilingual (English and Dutch / Portuguese)
- Quick learner of data websites and applications
- Knowledgeable in KYC guidelines
List of Typical Experience For a Client Management Analyst Resume
1
Experience For Senior Client Management Analyst Resume
- Manage all operational aspects of onboarding– includes enrichment of cases, sourcing of key information/documents from multiple locations, cross checking documents and the management of key artefacts
- Providing support to Client Managers and CMDD in coordinating renewals
- Carrying out the necessary regulatory reviews in-line with local regulations and as directed by Compliance/Policy implementation
- Manage the end-to-end account opening process for all clients – key request types includes: onboarding of new entities, Account Maintenance, sub/secondary accounts, static/entity data changes, Traded Market Documentation requests
- Generate ad-hoc and periodical reports
- To keep up to date with the latest internal procedural / policy changes
List of Typical Skills For a Client Management Analyst Resume
1
Skills For Senior Client Management Analyst Resume
- Assist in the communication and embedding of the standard KYC renewal processes based on knowledge of the location, client and product requirements
- Accountable for ensuring all required steps in the KYC renewal process have been undertaken and that all relevant controls have been adhered to
- Regular feedback to interested parties regarding requests is necessary to
- Maximize revenue generation opportunities
- Be the KYC Renewals SME; developing a detailed understanding of the clients, KYC Renewals functions, system, process and procedures in order to advise the Business, Clients and near shore Client Managers
- Be the KYC Renewals SME; developing a detailed understanding of the clients, KYC Renewals functions, system, process and procedures in order to advise the Business, Clients and near shore GBDD Analysts
2
Skills For Analyst, Client Management Resume
- Own and orchestrate to completion cross-border request, in multiple jurisdictions if needed for clients that they own and by working closely with other GBDD analysts across the globe
- Support business and KYC renewal delivery teams to build alignment to the standards and to introduce the required controls and measures
- Supporting Banking Middle Office Client Managers with a selection of pre-onboarding tasks – includes the generation of key data and system extracts to support the client selection and decisioning process
- Work closely with the Banking Middle Office Client Managers and understanding Coverage Sector priorities and ensuring onboarding cases are prioritized accordingly and queries resolved within agreed timeframes
- Be the operational point of contact for the Banking Middle Office Client Managers and provide support with outgoing communications to clients and interested stakeholders
3
Skills For Client Selection & Management Analyst Resume
- Strong business knowledge and a working knowledge of onboarding and the products that are utilized but with the ability to gather SME’s when required to fill the skill gaps; Strong knowledge of the regulatory requirements
- Solid and proven relevant work experience (supporting Relationship Managers, Sales or working in an operational middle office or client facing support function and focus on fund managers, hedge funds and complex products), within the banking / financial services industry.
- Pristine inter-personal skills and the ability to handle conflict and manage expectations. Demonstrate high energy; be PRO-ACTIVE, extremely positive and have a ‘driver and achiever’ mentality
- Effective interpersonal skills and the ability to handle conflict and manage expectations. Demonstrate high energy; be PRO-ACTIVE, extremely positive and have a ‘driver and achiever’ mentality
- Excellent inter-personal skills and the ability to handle conflict and manage expectations. Demonstrate high energy; be PRO-ACTIVE, extremely positive and have a ‘driver and achiever’ mentality
- Good understanding of Lexis-Nexis, World-Check, Banker’s Almanac, Bloomberg and other data sources used in the AML world.
- Five or more years’ experience in client/account management, customer service, or related discipline
4
Skills For Client Guideline Management Analyst Resume
- Familiarity with the Bank’s full range of retail products & services, including AMCA products & services
- Strong business knowledge and a working knowledge of onboarding and the products that are utilised but with the ability to gather SME’s when required to fill the skill gaps; Strong knowledge of the regulatory requirements
- Diligent, organized and responsive work style
- Reliable and enthusiastic ‘can-do’ personality
- Give visibility of the onboarding process within a location to key stakeholders, including information about alignment with HSBC’s policies and controls e.g. AML
- Work closely with functional Subject Matter Experts (SME)
5
Skills For Analyst, Prudential Client Management Resume
- Assess client credit risks related to our products
- Create annual Client Plans which provide the framework for our relationship goals
- Learn about RBC product offerings
- Analyze risks associated with credit extension to clients (revolvers, term loans, letters of credit, etc.)
- Strategizing with team on objectives of each account, including creating an execution strategy to meet each objective and have a meaningful role in execution of the plan
- Identifying areas where Prudential US businesses can add further value to a specific client / prospect / financial partner relationship and/or identify market trends
- Performs research and analyzes information ensuring data obtained during interviews is consistent with Corporate search application results information
6
Skills For Senior Analyst, Client Interact Management Resume
- Provides oversight for the research, definition, writing, and testing of specific client requests
- Utilizes technical knowledge enabling issue research and analysis
- Understands fully the Exit policy as laid out in the Compliance FIM and the requirements on the Secretariat
- To continually re-assess the operational risks inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures, management restructures, and the impact of new technology in conjunction with the donor Group companies
- Builds and manages monthly scorecard for client base, ensuring adherence to Service Level Agreements (SLAs) and Key Performance Indicators (KPI)
7
Skills For Analyst, Institutional Client Management Resume
- Partner and liaise with client relationship team and client implementation team to qualify new business, implement account events, and ensure the adequacy of account structures and surveillance
- Solid Renewals background
- Credit Services, Account Maintenance etc.) Banking Middle Office’s core objective is to provide customer groups with a single, global on-boarding / account maintenance service and to deliver high-quality client service, robust client diligence, process excellence and standardization across each on-boarding function from one integrated global team
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