Client Operations Resume Sample
Taurean King
3604 Abbott Prairie,
Chicago,
IL
+1 (555) 163 4627
Work Experience
Client Operations Manager
10/2016
-
PRESENT
New York, NY
- Support and backup Director, Client Operations
- Support operational processes for all practice groups
- Support and architect BCP/DR strategy
- Relevant industry /OTC Derivative experience
- Preferable client relationship experience
- Experience in using GMI and/or other industry wide applications is an advantage
- Effective Communication skills is key
Client Operations Analyst
08/2012
-
04/2016
Boston, MA
- Interpret and recommend modifications to company-wide policies and practices related to the Client Operations department
- Collaborate with senior management on strategic planning for Client Operations department
- Drive process solutions utilizing strong project management and communication skills
- Manage key performance indicators, provide program analysis and oversee all day to day operations to ensure world class customer service
- Establish and implement quality assurance systems and continually manage against benchmarks
- Create and manage budget forecasts and profitability reports
- Set department goals and provide guidance to the team to successfully achieve the goals. Coach and provide feedback to managers and Client Operations team
Caf-junior Client Operations
06/2006
-
03/2012
Dallas, TX
- Knowledge of operational risk and regulatory control
- IB Operations experience in one or a number of areas
- Self starting, enthusiastic, attention to detail
- Exposure to Corporate Action Related inquiries
- Act as the Single Point of contact for clients for any and all queries related to the client’s clearing activity
- Manage clients’ exposure through expiry periods to cover risk inherent to the Derivatives business
- Maximize the clients use of Credit Suisse systems/infrastructure where appropriate, training clients on tool usage, selling STP capabilities etc
- Establish, implement, and manage policies, protocols and structure for teams managing equipment deployment, on-site field operations, ticket/wristband fulfillment, ticket product support and travel for Gingerbread Shed
Education
LeTourneau University
2001 - 2005
Bachelor's Degree in Business
Professional Skills
- Strong analytical skills. Strong critical thinking skills for complex issues and understanding of interdepartmental impacts to solutions are required
- Strong organizational skills, proactive business style and excellent communication skills
- Strong organizational skills, planning, teamwork, motivation, communication skills
- Strong technical skills, verbal, and written communication skills
- Strong leadership skills and experience in team management
- Strong project management skills, project management experience is helpful
- Possess strong computer skills including experience with MS Word, Excel and Power Point
How to write Client Operations Resume
Client Operations role is responsible for leadership, interpersonal, organizational, business, organization, excel, analytical, presentation, customer, analysis.
To write great resume for client operations job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Operations Resume
The section contact information is important in your client operations 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 Operations Resume
The section work experience is an essential part of your client operations 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 operations 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 operations position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Operations resume experience can include:
- Strong interpersonal/team building skills, meeting facilitation management, leadership, problem solving/analytical skills
- Excellent judgement, effective problem-resolution skills and solid decision-making capabilities
- Superb communication, follow up, facilitation, customer service skills and interpersonal skills and with strong attention to detail
- Strong problem-solving, organizational and prioritization skills required
- Demonstrated experience in organizing, prioritizing, and coordinating complex team efforts and projects
- Process-oriented, strong troubleshooting and problem-solving skills
Education on a Client Operations Resume
Make sure to make education a priority on your client operations resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client operations 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 Operations Resume
When listing skills on your client operations 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 operations skills:
- Excellent verbal and written communication skills, including proven presentation skills
- Excellent communication skills, including presentation, written and listening
- Experience in role requiring influencing skills essential
- Strong client management / relationship management skills
- Possess strong verbal and written skills to interact with both internal and external clients at all levels
- Possess strong verbal and written skills to interact both internal and external clients at all levels
List of Typical Experience For a Client Operations Resume
1
Experience For Client Operations Manager Resume
- High responsiveness, persistence, 24x7 mentality with a strong work ethic and excellent client service skills
- Strong leadership skills, experience in team leadership is helpful
- Leadership skills and experience in managing a team
- Strong PC/MS Excel/VBA skills
- Demonstrated ability to effectively manage risk
- Ticketing and live event experience including 5+ years experience of senior/executive level operations management
2
Experience For Client Operations Specialist Resume
- Create and maintain strong business relationships with high profile, high revenue clients to ensure a strong, longstanding relationship
- Experience with Bloomberg account maintenance: adding accounts, brokers, setting up groups, and extracting data from Bloomberg helpful
- Accountability for establishing and regularly testing the effectiveness of the risk and control disciplines for all processes
- Team-focused, with a proven track record of coaching and development for the purpose of building bench strength
- Operates and balances currency and coin counting equipment while processing coin and currency orders for both internal and external customers
- Communicate the sign-up process to clients, and setting client expectations for their onboarding experience
3
Experience For Client Operations Analyst Resume
- Enterprise software and/or ticketing industry experience is required
- Experience with the FGT ticketing systems
- Develop an effective succession plan to support future growth plans and fill critical operating roles
- Experience with the ticketing industry highly desirable
- Build and maintain effective connections with clients and partners to ensure positive working relationships
- Proactively assesses, clarifies, and validates client and partner needs on an ongoing basis
- Proven track record of successfully working across departments
- Experience managing TPA Operations; preferably with dual shore delivery capabilities
4
Experience For Client Operations Associate Resume
- Work closely with other Avaya PM/Implementation organizations (Avaya Professional Services) to develop consolidated onboarding plans
- Experience interfacing with customers to provide support for project management, client service management or similar
- Experience with tracking project plans and/or project progress
- Hands on technical experience with one or more of the following
- Experience in managing delivery, service, or operations which includes leadership role in architecture, infrastructure, database or security
- Experience managing technical professionals
- Experience in implementing cloud solutions
5
Experience For VP, Client Operations Resume
- Demonstrated history of attention to detail and multi-tasking
- Experience managing work against strict deadlines
- Good grasp and understanding CFTC Customer Segregation and relevant rules 1.20 to 1.32 and 30.7 for Customer Foreign Secured Amount
- Demonstrated ability to develop creative ideas for solving issues and track record for execution
- Self-motivated & directed; able to prioritize multiple tasks while keeping sight of "big picture"
6
Experience For TTS Client Operations Head Resume
- AML, client onboarding, or client reference data experience desired
- Experience in managing delivery,
- Business related experience in a client facing
- Good understanding of Citi’s policies
- Experience in financial industry within onboarding and/or operational related roles
7
Experience For Director of Client Operations Resume
- Knowledge and experience with program management or project planning
- Previous experience in handling Trade Finance Products .i.e. LCs, Collections, Payments, Doc Scrutiny etc
- Demonstrated ability to adapt to the changing demands of business
- Experience Relational databases using Access to analyze & compare data
- Establish solid working relationship and process flows with key stakeholders and cross-functional teams
- Experience utilizing portfolio management systems as well as third party data providers such as Bloomberg and Reuters
- Experience supporting complex data management and related processes
- Business-focused analysis experience in a data analytic, information technology, finance, sales support or marketing role
- Assist with client/product training with Experience Center, Account Management and data/file teams
8
Experience For Client Operations Change The Bank NY Team Lead Resume
- Demonstrates understanding of clients business and healthcare relative to QM’s core competencies
- Self-motivation with experience of working remotely
- Experience working in cross-functional work groups
- Good attention to detail with the ability to respond promptly and work to tight deadlines
- Experience in account management or project support role, or operational client services function
- Escalate top priority, production-critical issues to the appropriate technical staff
- Identify, create and deploy proactive customer experience campaigns and drive retention and customer success
- Strong mastery of Microsoft Office tools
- Significant operations experience is ideal
9
Experience For Director, Client Operations Resume
- Skilled communicator who can build relationships across the firm and with clients
- Operations experience, preferably in customer service
- 5 – 6 years of supervisory experience is required
- Experience in Banking Operations, Systems, Process improvement, Project management; Track record of Operational Efficiency and leadership
- Strong customer facing ability. Comfortable and credible when interacting with senior individuals, both internal and external
- Experience serving a leadership/mentor role to peers and staff team members
- Investment Banking Operations or Client Service within Financial Services, Prime Brokerage experience perferred
10
Experience For Manager, Client Operations Resume
- Demonstrate an in-depth understanding of assigned account’s sales characteristics and process flows and document as part of account profile
- Highly effective multitasker who is able to work through time sensitive deadlines and meet client demands in a global setting
- Program/Project management experience delivering on large scale Indefinite Delivery, Indefinite Quantity (IDIQ) vehicles required
- Prioritize and plan team efforts to meet LEAN objectives
- Assisting Client Service with Non-Cash Collateral request i.e. sourcing and settling client collateral
- Understanding of networks and network security and an understanding of various networking technologies
- Working knowledge of insurance company and agency operations and business processing systems, workflow documentation, reporting, project coordination
List of Typical Skills For a Client Operations Resume
1
Skills For Client Operations Manager Resume
- Demonstrate effective facilitation and meeting skills and effectively resolve conflict
- Great command of language and excellent reading skills to effectively review and interpret documents
- Demonstrates strong negotiation and conflict resolution skills
- Demonstrated skills in senior position and banking operations
- Serve as a Trusted Advisor to both the Client and ENGIE Insight stakeholders, effectively balancing the needs and priorities of all parties
- Work collaboratively with internal and external stakeholders demonstrating strong interpersonal and communication skills
2
Skills For Client Operations Specialist Resume
- Excellent writing & presentation skills
- Shares knowledge, skills, experience and coaching for improvement
- Excellent interpersonal and client service skills, and the ability to interact with personnel across different functions and levels of the organization
- Solid organization and time management skills, team player, not afraid to "roll up sleeves" to uncover root causes and/or develop solutions
- Understands the day to day workings of the PCM, PAE and TS teams. Solid numeracy skills
3
Skills For Client Operations Analyst Resume
- Prioritize effectively and achieve results under pressure
- Proactive and decisive leader with excellent communication skills and a strategic mindset
- Highly organized with strong program management skills
- Demonstrated people leadership / management Skills
- Proven client relationship and solution skills
- Demonstrated execution skills, ensures closure
- Strong written and verbal communication skills including presenting to internal customers
- Experience and skills with Project Management tools and planning
4
Skills For Client Operations Associate Resume
- Excellent Microsoft office skills required, specifically Microsoft Excel (v-lookup, pivot tables), PowerPoint
- Strong written and verbal communication skills including presenting to internal and external customers
- Self-starter, highly motivated, team player with strong business acumen, superior organizational skills and the ability to follow through
- Strong leadership and human resource skills
- Presentation skills and business development experience
- Outstanding MS Excel skills, including pivots and vlookups
5
Skills For VP, Client Operations Resume
- Intermediate Excel, Data modeling, Analytical skills, Networking, Decision Making
- Effectively guide portfolio accounting activities, reporting for the firm, including but not limited to
- Proven track record of successfully working across departments and managing multiple priorities
- Prior experience with a consulting organization in a program management role, handling a variety of unplanned business activity successfully
- Experience analyzing client requirements and developing suitable, cost effective solutions
- Responsible for creating, maintaining, and education of users on processes and documents to effectively facilitate contract lifecycle
- Work proactively to reduce client delinquencies by using relationship building skills to improve client payment behavior
6
Skills For TTS Client Operations Head Resume
- Proficient in Microsoft Office, including Excel, Word, and Power Point, and other computer skills
- Experience in Banking Operations and supervisory experience (combination)
- Language skills: fluent in written & spoken English is required
- Communicate effectively at all
- Leadership skills to manage a team and influence stakeholders
- Leadership skills to manage a team and influence internal and external stakeholders
7
Skills For Director of Client Operations Resume
- Project Management experience and can demonstrate project management methodology
- A team player, able to effectively interact with all aspects of the business (internal as well as external clients)
- Language skills are advantageous
- Strategic Business thinker, highly developed problem analysis and solution skills
- Clear and concise writing and communication skills
- Work experience in retail, ecommerce, operations and logistics, technology and project management. Retail and ecommerce experience is essential
8
Skills For Client Operations Change The Bank NY Team Lead Resume
- Effectively communicate and relate to multiple levels of a client's organization
- Client management and leadership skills
- Currency/coin counting skills
- Ensuring flawless execution of operations, while supporting large base of agent locations, resolving payment exceptions and pursuing effective fraud prevention
- Monitoring the effectiveness of controls, initiating and supporting changes as required
- Understanding and delivery of an effective control environment
- Building strong relationship with key stakeholders and business partners across the world
- Skilled in applying knowledge into practical solutions including identifying gaps and suggesting solutions relating to internal processes and procedures
9
Skills For Director, Client Operations Resume
- Demonstrated leadership in developing teams and setting strategy
- Experience in designing and executing processes to ensure project timeliness and flawless execution
- The ability to work autonomously, yet being able to direct the team’s work and priorities, while working successfully with an overseas team
- Comfort and experience interfacing with various levels of staff and management, while working in a fast-paced environment
- Excellent critical thinking, problem solving and decision judgment
- Experience in Operations Investment Support working with a team and meeting time sensitive deadlines
- Self-starter with a proven track record leading complex projects and establishing best practices
- Experience working with key controls, internal/external auditors, populations, support and SOX testing
10
Skills For Manager, Client Operations Resume
- Experience in Asset Servicing Operations, preferably in handling Prime Services clients
- Desirable experience with database, tracking or tracking processes
- Knowledge and experience with procurement listing and tracking tools such as FedBizOps, Deltek or INPUT
- Enterprise software or ticketing industry experience
- People leadership-build a strong sense of common purpose aligning with mission and vision, across all work groups
- Work with product and engineering team to improve user experience and develop product enhancements
- Support a team of Corporate Service Officers to ensure incoming Client queries are dealt with in an efficient and effective manner
- Lead the way: innovative and resilient, strong learning agility and curiosity
- Experience working with MS Excel - pivot tables, macros, formulas
List of Typical Responsibilities For a Client Operations Resume
1
Responsibilities For Client Operations Manager Resume
- Strong organizational skills are also key to this role given the responsibility to make sure that procedures are followed and be able to monitor this
- Strong attention to detail and presentation skills
- Developing the client experience within SG’s operations department
- Experience developing and delivering presentations to internal and external audiences., including internal customers, external customers, and senior leadership
- Adept at developing and maintaining effective working relationships across all levels of the organization
- Demonstrated ability to independently problem solve leveraging recurring themes to seek process / capacity improvements
- Good working knowledge of Windows, Microsoft Word, Excel and Banking systems
2
Responsibilities For Client Operations Specialist Resume
- Significant experience managing and developing exempt and non-exempt employees
- Experience Relational databases using Access to analyze & compare data
- Strong working knowledge and proficiency in the appropriate computer programs such as MS Word/Excel
- Collaborate with the Senior Executive team to set vision and prioritize initiatives for the Client Services Operations team
- Experience in Logistics industry
3
Responsibilities For Client Operations Analyst Resume
- Proven ability to become trusted advisor of the Client
- Proven track record for continuous improvement
- Maintain good communication with health plan case managers, utilization nurses, MSOs and PCP offices
- Business Development experience in the Department of Defense and National Intelligence Community required
- Strong partnerships developed with in-Panamá O&T, Product, Relationship Management and Ops Controls
- Previous relevant experience with full ownership of end to end process required
- Prioritize work/projects and meet deadlines; use time efficiently
- Able to manage and prioritize workflow and meet deliverables independently
- Extensive years Operational experience
4
Responsibilities For Client Operations Associate Resume
- Work with global peers/participates in team meetings & various workshops to drive client experience
- Experience to settlement of Cash and Collateral
- Experience in client services within a financial services institution
- Liaising with Production support and Development support team to resolve exceptions found during daily monitoring
- Designing and delivering strategic change to the technology and processes necessary to support the business
- Providing an interface between the customer and Treasury in terms of supplying foreign currency exchange rates to the customer when required
- Noting customer feedback (positive/negative) and passing feedback on to the CitiService Head
- Monitoring and Reporting of Client Aged under-margin calls
- Generating and control of Video Dubbing sheets and deadlines
5
Responsibilities For VP, Client Operations Resume
- Running weekly ops meeting
- Monitoring of STaRS query queues
- Allowing for the efficient settlement of our client trades
- Defining the future vision for operational processes, organizational models, and technology platforms
- Performing detailed business analysis in order to understand and resolve current issues and develop future strategic change
- Working with RxClaim query
6
Responsibilities For TTS Client Operations Head Resume
- Providing daily support for all products to assigned customers /impacts
- Driving forward the significant change agenda in collaboration with peers in the London, Hong Kong and Bangalore Margin/MORS teams
- Working knowledge of cybersecurity, database development, systems administration, network administration
- Improving Front Office Operations, Processes and Best Practice
- Reconciling all non-cash collateral held at all locations
7
Responsibilities For Director of Client Operations Resume
- Interacting with clients / brokers and traders to allocate the trades to clients
- Troubleshooting operational issues for the bank’s strategic clients
- Working knowledge of Microsoft Office suite (particularly Excel)
- Putting Clients First
- Consulting/operational management/systems background
- Collating, control and delivery of all assets(i.e status sheets, SDS, Meiges etc)
- Collating, control and delivery of all assets (i.e status sheets, SDS, Meiges etc)
8
Responsibilities For Client Operations Change The Bank NY Team Lead Resume
- Monitoring media file size calculation and measurement
- Liaising with UK and International offices on content delivery
- Entering each patient's demographical information in the database
- Triaging simple issues and raising into the required operation teams for resolution
- Managing day to day portal issues over and above simple IST requests
- Working with counterparts within Advice business to build single middle office function
9
Responsibilities For Director, Client Operations Resume
- Tracking of movie and TV content from Lab to OEM and issue resolution
- Reviewing policies and procedures annually
- Promoting and upholding Morgan Stanley's core values in every aspect of the role
- Leading with Exceptional Ideas
- Following up with necessary groups (Sales, Credit, Documentation, AML, IED/FID Risk, and Operations)
- Following up with Clients to gather required documentation for compliance with KYC Standards
10
Responsibilities For Manager, Client Operations Resume
- Following up with internal groups to ensure all new legal entities meet KYC Standards
- Understanding of the industry and the challenges
- Understanding of networks and network security
- Working knowledge of URDG, UCP, ISBP, URR, Trade Services Products, and Trade Finance Products
- Working knowledge of cybersecurity, database
- Be adept at creating proposals and assisting the Director in closing the deals and growing the accounts
- Responsible for identifying ticket industry best practices and knowledge of cutting edge revenue generating ticketing technologies
- Oversight of ongoing suitability – chasing managers, handling exceptions, creating MI, etc
- Ensure all pricing data is accurate, full integrated in reporting systems and resolve pricing discrepancies with outside vendors including Bloomberg Reuters
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