Client Relations Associate Resume Sample
Fabiola Baumbach
373 Afton Streets,
Los Angeles,
CA
+1 (555) 653 9373
Work Experience
Client Relations Associate
09/2017
-
PRESENT
New York, NY
- Oversee multiple aspects of the financial intermediaries’ queries including but not limited to fund related questions, investment actions, financial intermediary/account maintenance, account due-diligence process
- Support and provide information to internal stakeholders responsible for financial intermediary relationships
- Coordinate and host fund review meetings
- Primary person responsible for general inquiries from financial intermediaries / investors via the financial intermediary telephone line
- Provide attendees with external meeting preparation and ensure timely follow ups to best position CG for positive client outcomes
- Effectively communicates CG’s culture, investment process and offerings
- Working with the sales team, leverage marketing resources for keeping financial intermediaries informed and interested
Senior Client Relations Associate
12/2013
-
06/2017
Dallas, TX
- Established sales experience in Los Angeles contemporary art scene
- Proficiency with Mac operating platform and programs
- Having an in-depth understanding of each artist's individual practice and biography
- B.A. in Art History, Fine Art or related field
- Extensive sales experience in a contemporary art gallery setting
- Excellent verbal and written communication skills, attention to detail, and a strong work ethic
- Work independently and efficiently within tight deadlines
- Proficiency with Mac computers, familiarity with Adobe Suite and social media
- Provide exemplary service in combination with sound judgment, empathy, patience and balanced decision making skills, to resolve customer concerns quickly. Anticipate challenges and obstacles and proactively offer personalized resolutions for each customer’s scenario
Institutional Client Relations Associate
11/2009
-
10/2013
Los Angeles, CA
- Compile reports for internal needs or at a client’s request
- Develop and maintain an understanding of the firm’s products and services
- Works with the senior client service associate and head of client service to maintain relationships with an assigned group of new and existing clients
- Promotes the investment products by coordinating and/or conducting client calls, onsite meetings and discussions covering investment strategy, account performance, new products and market developments
- Covers the less complex clients, has the ability to communicate with clients and advisors
- Provides input in the client service strategic plan including objectives and goals and assist in reporting results to management at least semi-annually
- Assist in the development of and execution of proactive, creative, and ongoing contact initiatives intended to identify and satisfy client needs
- Produce/complete quarterly questionnaires, quarterly reports and quarterly client communications
- Provide data to the RFP team to update and maintain databases, due diligence questionnaires, RFPs and RFIs
Education
University of Connecticut School of Business
2004 - 2009
Bachelor's Degree in Finance
Professional Skills
- Strong client focus with excellent verbal and written communication skills
- Strong logical thinking and have problem-solving skills
- Demonstrated experience building strong relationships
- Excellent interpersonal skills and ability to work well in a team setting
- Demonstrates intellectual curiosity, analytic al skills, critical thinking and sound judgment in problem resolution of moderate complexity
- Excellent communications skills: written, verbal and personal presentation
- Demonstrate skills with the ability to sell to decision makers and maintain relationships
How to write Client Relations Associate Resume
Client Relations Associate role is responsible for training, communications, excel, shipping, retail, finance, database, mac, security, trading.
To write great resume for client relations associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Relations Associate Resume
The section contact information is important in your client relations associate 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 Relations Associate Resume
The section work experience is an essential part of your client relations associate 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 relations associate 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 relations associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Relations Associate resume experience can include:
- Strong organizational and time management skills with proven ability to multitask in a high paced environment
- Demonstrates effective writ ten and oral communications skills with team members and managers
- Effective time and task management skills
- Excellent interpersonal & relationship skills; positive attitude; flexibility
- Excellent written and verbal communication skills (particularly with high net worth individuals)
- Excellent computer skills with proficiency in Word, Excel and Chrome
Education on a Client Relations Associate Resume
Make sure to make education a priority on your client relations associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client relations associate 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 Relations Associate Resume
When listing skills on your client relations associate 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 relations associate skills:
- Demonstrated analytical, problem-solving, and organizational skills
- Partnering with an Institutional Advisor to ensure strong client relationships built on trust as well as helping to build advocacy with prospects
- Provide excellent service for clients, by taking calls and acting as a liaison between them and portfolio managers
- Skilled in assessing investment related documents or client information to determine appropriate business and client resolution
- Proven strength in working as part of a team
- Curing deficiencies (during the final audit) by working with the appropriate parties when an item is addressed requiring remediation
List of Typical Experience For a Client Relations Associate Resume
1
Experience For Senior Client Relations Associate Resume
- Effectively communicate and diagnose client needs during proactive outreach calls
- Communicate effectively with and both obtain/provide information from/to custodians, CPAs, and estate attorneys
- Proven and impactful customer service experience in a health insurance or related field
- Demonstrates effective and professional service orient at ion and builds appropriate rapport with internal and external contacts
- Demonstrates ability to prioritize assigned work and complete work in a timely manner
- Highly organized, very strong attention to detail, and ability to prioritize
2
Experience For RE Client Relations Associate Resume
- Professional communication skills, verbal and written
- Detail oriented, analytical skills, ability to work on a team
- Advanced Excel skills
- Demonstrates initiative in identifying challenges/opportunities and recommending solutions
- Project manage data collection and creation of outgoing materials across multiple internal teams with competing priorities
- Experience working within a dynamic Customer Relationship Management system (CRM)
- Experience working with financial intermediaries would be an advantage
3
Experience For Gallery Sales & Client Relations Associate Resume
- Experience preferable in a client-facing role
- Customer service or Administrative experience within Financial Services is advantageous
- Able to prioritize tasks and maintain a professional approach under pressure
- Results oriented and motivated to deliver excellent client service
- Provide proactive analysis of client accounts to anticipate their needs and identify opportunities to improve the customer experience
4
Experience For Institutional Client Relations Associate Resume
- Possession of valid driver's license and access to reliable transportation
- Good team player who is able to multi-task and interact with all levels of staff in a fast- paced environment
- Demonstrated interest in wealth management for families
- Balance priorities on a daily basis to achieve business objectives
- Desired to have 3-5 years of experience with client relationships
- Good communication over Phone/Chat/Emails
- Partnering with marketing and distribution with AB and clients to position services and support strategic sales goals
- Working knowledge of the financial or banking industry
- Fostering productive relationships with both Clients and other Sales & Client Services Representatives
5
Experience For AO / Client Relations Associate Resume
- Interacting extensively with CIO’s, Senior Portfolio Managers (SPM’s), Senior Executives and our external and internal sales force
- Willing to work outside of norm al work hours as required
- Supporting team efforts to deliver great service, particularly around product launches
- Work with internal teams in getting clients connected and if necessary, conduct a troubleshooting in a timely manner
- Ensure the system is prepared for daily trading through and monitoring for potential problems throughout the day
- Partner with clients in identifying and planning communication strategies through ideation and deployment
6
Experience For Project Manager / Client Relations Associate Resume
- Conduct the account opening process and assist in quarterly client reporting
- Basic understanding of investing and investment services
- Complete special projects initiated by department goals on retention rates and department product penetration in existing accounts
- Carry out daily administrative tasks including ownership of account and user set up
- Coordinate submissions of RFPs by working with RFP Team and other groups internally to gather information for consultants and prospects
- Maintain client relationship management database and providing reports to advisors on a regular basis
- Support effort to build intellectual capital, especially for insurance sensitive investing
7
Experience For Client Relations Associate Resume
- Lead solution development efforts to best address customer needs, while coordinating the involvement of all necessary company personnel
- Comfortable working both independently and in a team structure
- Exposure in understanding client contracts
- Act as secondary support to Relationship Managers when they are in on-site meetings with clients
- Act as a key facilitator and service provider for a broad variety of client matters
- Provide proactive and comprehensive administrative and client management support to the Senior Advisors and team
- Manage the operational flow of onboarding new clients: contracts, applications (with our internal Service Team), ongoing information, asset transfer, document retention, and database/CRM management
- Drive the administrative flow for assigned client and prospect meetings: Assemble meeting materials, complete client management workflows, generate quarterly performance reports manage client billing and fee deduction
- Provide proactive and comprehensive administrative support
8
Experience For Senior Client Relations Associate Resume
- Arrange travel (airfare, hotels)
- Review, research, and respond to client inquiries
- Document findings and trends and report to management
- Participate in external and internal meetings to discuss client inquiries, trends and opportunities
- The Branch Client Service Associate is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch’s overall workflow processes and providing routine client support
- This role reports directly into either the Branch Client Service Management Manager or the Branch Client Service Supervisor
- The Branch Client Service Associate contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG’s value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement
- Adhering to efficiency/productivity and process standards such as data and documents requirements, timelines, tool usage, etc. Assists with the Branch’s overall workflow processes
- Manage a team of high energy staffing professionals
9
Experience For RE Client Relations Associate Resume
- Ensure the timely completion of all background checks and references for potential employers
- Work directly with the Sales Teams to onboard new clients, including coordinating the timely completion of relevant legal processes and documentation with the Legal team
- Collaborate with colleagues globally within Marketing, Sales and Corporate Communications on the marketing activities (both online and offline)
- Respond to clients’ specific needs and deliver initial user and new products/ functionality training
- Provide analytics to support planning and review to identify business opportunities
- Support buy side clients with general platform / product queries
10
Experience For Gallery Sales & Client Relations Associate Resume
- Ownership of buy side procedures and documentation
- Able to communicate with various teams in overseas
- High-quality client servicing through the following: opening/closing accounts, handling cash flows, client reporting/due diligence, preparation of marketing and investment presentations, troubleshooting of issues, and responding to client inquiries
- Assisting Advisors with business development and prospecting efforts by understanding client and consultant investment positioning, business focus and breakdown of assets; industry and competitive analysis
- Maintain client relationship management database and providing reports to Directors on a regular basis
- Facilitate the resolution of complex service issues of clients in a professional manner utilizing interpersonal skills including diplomacy, tact and a concern for the client's needs
List of Typical Skills For a Client Relations Associate Resume
1
Skills For Senior Client Relations Associate Resume
- Manage complex calendars and client sensitivities to schedule client & prospect meetings and travel, thinking through and managing conflicts and priorities
- 4-6 years of experience in a similar role
- Consistently demonstrates flexibility, sound judgment and the ability to analyze problems quickly and accurately
- Most importantly, a good sense of humor. We laugh a lot!
- Shipping and handling sensitive client information (documents) and escalating any missing items appropriately
- Working with our Closing Attorneys and Legal Counsel to ensure that the Bank is being afforded the proper legal protection
- Acting as the point person to bring together the financial implications and legal obstacles to ensure a smooth resolution of the issue
2
Skills For RE Client Relations Associate Resume
- Performing responsibilities through proficient use of the following Citi applications
- Overseeing the new account take-on process including coordination of legal, portfolio management and operational items with the relevant internal departments
- Interfacing with various business units within RRE and CMI in an effort to resolve client concerns
- Understanding our firm’s mission and values as well as product offerings in the Institutional and Retail market
- Interacting extensively with CIO’s, Senior Portfolio Managers (SPM’s), Senior Executives, and our external and internal sales force
- Adhering to response guidelines and completion of goals for their individual pipeline of service requests
- Updating client relations process bulletins to maintain current regulatory information
3
Skills For Gallery Sales & Client Relations Associate Resume
- Participating in service related process improvements
- Managing the team in the absence of the Client Relations Team Lead
- Facilitating contributions to and withdrawals from client portfolios
- Coordinating and overseeing client service and prospecting materials such as presentations for meetings, RFPs, ad hoc reports and general correspondence
- Assist Relationship Managers by scheduling meetings for them and handling client concerns while they are travelling
- Provide other support - printing, filing on server, contact management, calendar support, information gathering, etc
- German native proficiency in speaking, reading and writing is essential
4
Skills For Institutional Client Relations Associate Resume
- Monitors departmental email Help Desk inbox, delegating and assigning tasks and work accordingly, utilizing discretion and independent judgement
- Series 7 or 99 or willing to obtain license during first few months at the firm
- Pre-auditing all CPB loans and interact with closing agents and attorneys to facilitate a quick and legal resolution to matters if and when they arise
- Proactively filling in during peak periods to provide consistency in the workflow
- Track and support business development efforts; track incoming and outgoing referrals
- Establish, support and strive towards exceeding branch staffing goals
- Funding with no paperwork identified within 48 hours of receipt
5
Skills For AO / Client Relations Associate Resume
- Ensure client relations line is answered within 2 rings and that proper greeting and direction are used
- Ensure all voicemails are responded to same day and for managing voicemail to alert public of office closure when applicable
- New subscriptions logged in commission software and report sent to team by noon the day following receipt of subscriptions from administrator
- Daily subscriptions and dashboard reports to team which are aesthetically pleasing, accurate and easy to read and understand
- Desire to work on the customer-facing side of a tech company
6
Skills For Project Manager / Client Relations Associate Resume
- Maintain the portfolios and accounts by adhering to all regulatory requirements
- Receives, processes and verifies the accuracy of requests from customers utilizing the company’s internal tools and systems
- Provide attendees with external meeting preparation and ensure timely follow ups to best position CG for positive client out comes
- Serve as the Senior Advisor's project manager for prospects, onboarding and client administration
- Serve as the first point of contact for most ongoing client requests
- Communicate with investors regarding loan-level issues
7
Skills For Client Relations Associate Resume
- Proficiency in- Microsoft Office
- NIGO paperwork addressed with advisor within 24 hours of receipt
- Established back office contact for all advisor offices
- Call to every advisor whose investor has called in
- Aim to respond to service requests within an hour, but check in no later than close of business with an update or alert that service request is still being handled and provide updated timeframe expectation
- Complete multiple tasks in a timely and efficient manner, focusing on detailed execution and accuracy
- Understand proprietary websites/interfaces, corporate account settings, and billing processes
- Manage calls/emails from corporate clients requesting assistance with their accounts
- Manage ongoing larger projects
8
Skills For Senior Client Relations Associate Resume
- Proficient in Microsoft Word, PowerPoint, Outlook,
- Responsive to feedback and ability to be coached to improve job performance
- Represent Travel/Study department, as well as Stanford University to alumni, students, faculty, tour operators, local guides and dignitaries
- Serving as the primary contact to Private Bankers, Private Bankers Associates, Mortgage Specialists, internal and external clients, and third parties, in an effort to facilitate resolution of issues and transactions
- Contacting clients and/or their representatives (as necessary) to ensure compliance and to preserve the integrity of the loan
- Manage a high volume of calls/emails from clients requesting assistance with their accounts
9
Skills For RE Client Relations Associate Resume
- DLS, Citismart, FileNet, Cybersource, UPS, Equifax, Outlook and other related applications
- Acting as first point of contact for all client inquiries and collaborating with colleagues in other departments to successfully resolve them (including product/performance/market related queries; operational issues; legal amendments; billing queries etc)
- 6750 Office Tower, Ayala Avenue, Makati City, Philippines 1226
- Assist Account Managers with client questions and issues
- Identify, research, report, and track technical issues within the product
- Further build relationships between firm and clients
- Exceptional knowledge of mortgage servicing industry, systems, and operations, including default administration, loss mitigation, cash operations, escrow administration, and loan transfers
- Assist in completion of due diligence questionnaires, RFPs, and RFIs
- Assists in maintaining the SMA Meetings calendar and manage the process of preparing and requesting the documents necessary for client meetings (one pagers, presentations, etc)
10
Skills For Gallery Sales & Client Relations Associate Resume
- Receives inquiries and contacts the organization’s other departments to resolve a variety of account related issues
- Basic knowledge of computer - MS Windows & MS Office
- Oversee multiple aspects of the financial intermediaries’ queries including but not limited to fund related questions, investment act ions, financial intermediary/account maintenance, account due- diligence process
- Support and provide inform at ion to internal stakeholders responsible for financial intermediary relationships
- Primary person responsible for general inquiries from financial intermediaries/investors via the financial intermediary telephone line
- Proactively collaborate with Relationship Managers and take the lead in client outreach efforts, understand business drivers, and identify viable opportunities to grow product usage
- Help identify opportunities to expand SPGMI-customer relationship by analyzing usage reports and initiating discovery of client needs through diagnostic conversations
List of Typical Responsibilities For a Client Relations Associate Resume
1
Responsibilities For Senior Client Relations Associate Resume
- Maintain and proactively manage CRM database, documenting each customer interaction and action item in a proactive, compliant manner and in adherence to department standards
- Collaborate with Client Service Consultant(s) on assigned accounts to assist in the management and servicing of shared accounts
- Maintain proficiency and knowledge on all Employee Benefits Corporation's products, industry regulations and business processes at a level to educate others
- Responsible for evaluating, suggesting and implementing process and procedural changes to improve area operations, efficiency and service to both internal and external customers
- Serves as departmental point of contact to receive and disseminate communications around product and regulatory changes and updates to ensure client issues are responded to in a timely, efficient and knowledgeable manner
- Research complex client issues and follow-up with appropriate Client Service Consultant with resolution of the issue
2
Responsibilities For RE Client Relations Associate Resume
- Manage and resolve complex issues in a constantly changing environment including assisting and identifying root causes of client issues, providing recommendations and solutions to internal and external customers
- Proven success working both independently and as a team
- Intermediate proficiency with Microsoft Outlook, Excel and Word
- Intermediate proficiency with database navigation
- Advancement Opportunities based on performance and merit
3
Responsibilities For Gallery Sales & Client Relations Associate Resume
- Communicate technical concepts to clients
- Collect, analyze, and summarize data and to prepare clear and concise presentations and reports
- Self-starter and proactive (i.e., anticipates problems, raises suggestions)
- High professional standards, judgment, and discretion at all times
- Learn new systems and procedures quickly
- Perform successfully in a fast-paced, knowledge-intensive, and service-oriented environment
- Technologically proficient (MS Office suite)
4
Responsibilities For Institutional Client Relations Associate Resume
- Build relationships with clients and internal partners (portfolio managers)
- Amenable to work in U.S. Business Hours
- Technical knowledge, familiar with data analytics, proficient in CRMs (Salesforce), Excel, PowerPoint
- Service and support AB products
- Work in a fast paced, professional environment with heavy phone-based customer interaction
5
Responsibilities For AO / Client Relations Associate Resume
- Self-motivated and overall drive to succeed
- Professional and articulate presentation
- Work with portfolio custodians and business partners to manager client accounts
- Fast creative thinker
Related to Client Relations Associate Resume Samples
Associate Relations Manager Resume Sample
Work Experience
• Develop and continually design policies, programs and practices that align with organizational values and business objectives and help foster positive working relationships
• Collaborate with HR Business Partners, the U.S. Associate Relations Manager, global HR stakeholders and the Associate Relati...
Professional Skills
• Excellent relationship building, coaching,...
• Strong analytical skills to demonstrate th...
• Influencing skills and ability to deal wit...
Client Relations Resume Sample
Work Experience
• Experience managing a client focused team
• Professional experience in a supply chain role for a distribution division
• Deep experience with digital media processes
• Working with systems that support a digital supply chain and studio workflows
&...
Professional Skills
• Strong written and verbal communication sk...
• Excellent communication skills responding ...
• Proven time management and organizational ...
Donor Relations Director Resume Sample
Work Experience
• Coordinates and collaborates within and across organizational lines, particularly with the University's team of Development Directors, to review and improve donor stewardship policies and procedures
• Devises and manages the implementation of donor stewardship strategies across University Advan...
Professional Skills
• Outstanding written and communication skil...
• Experience utilizing interpersonal skills ...
• Proven organizational skills to manage mul...
Talent Relations Resume Sample
Work Experience
• Strict attention to detail and a strong follow-up required
• Effectively prioritize with strong time-management skills
• Oversee all non-editorial standard business communication to DCE’s talent pool announcing company news, updates to policies and procedures, or requesting i...
Professional Skills
• Prior casting office or talent relations i...
• Computer skills required ~ Excel, Microsof...
• Prior experience with social media managem...
Regulatory Office Resume Sample
Work Experience
• Drive & manage improvement programs for regulatory reporting control, including understanding the existing issues, identifying the root cause and implementing remediation
• Follow the escalation protocols for regulatory breach incidents by organizing debriefing meeting, Phoenix/FORCE uploads
&n...
Professional Skills
• Provide informed skill set to deliver chan...
• Post graduate education in business or a r...
• Effectively communicate and/or escalate is...
Regulatory Risk Resume Sample
Work Experience
• Detailed business analysis/requirements definition across our data and core capabilities streams of delivery
• Direct, daily interaction with business & operations reporting SME’s to manage the information flow and delivery of key project milestones
• Work with Controls a...
Professional Skills
• Strong project management skills, proven o...
• Strong analytical skills alongside the abi...
• Proven managerial skills including setting...