Client Relationship Resume Sample
Jamel Hamill
556 Hirthe Fort,
Chicago,
IL
+1 (555) 742 5585
Work Experience
Director, Sales & Client Relationship
01/2017
-
PRESENT
Chicago, IL
- Provide sales support to the Corporate Banking Sales Team and their customers, allowing Relationship Managers (RM’s) to focus their time on sales and portfolio management activities
- Perform sales support activities include, but not limited to: coordinating the loan fulfillment process for the RM’s, providing local customer service and support, and other administrative and reporting functions as needed
- Perform sales support activities including, but not limited to: coordinating the loan fulfillment process for the RM’s, providing local customer service and support, and other administrative and reporting functions as needed
- Partner closely with Business Development, Sales, Operations & Underwriting internally to support client’s needs
- Meet / exceed Performance Goals / Objectives / Key Metrics per scorecard to include: Customer Satisfaction, File Deliveries, Cycle Time, Aged Files, First Pass Purchase % and Stips per Loan
- Act as a customer advocate and single point of contact for assigned Lenders to generate high customer satisfaction through differentiated world class service. Promptly response to all assigned Lender emails / inbound calls within established SLAs
- Take full ownership of assigned Lenders’ pipeline and manage proactively to include lender disputes, escalations, removal of invalid conditions and clarifications on company policies along with communication on upcoming lock expirations. Follow through and resolve all identified issues within specified SLA’s
- Schedule and lead weekly pipeline review calls with all assigned Lenders to provide status updates, address Lender questions / issues and determine specific actions needed to purchase aged files as well as to improve overall purchase cycle times
Client Relationship Representative
08/2014
-
09/2016
Los Angeles, CA
- Creation and co-ordination of cross-asset operational communication to Citi’s clients on relevant market initiatives and regulation
- Lead relationship reviews with Citi’s platinum clients, discussing operational and regulatory performance across all products and assisting with Client vendor strategy
- Facilitate industry discussions/seminars with Citi’s platinum clients, with a focus on adding value to the Client relationship
- Escalation point for platinum clients on operational and regulatory reporting issues for cash and derivatives products
- Monitor Citi’s operational performance against both Client expectations and regulatory requirements with a focus on continuous improvement and remediation of
- Own relationship coordination across products for Client initiatives
- Understand Citi’s inventory of Client-facing Technology and articulate this to clients in order to deliver a measurable competitive advantage for Citi versus our peers
- Provide direct and indirect leadership to Citi operations staff in Client-facing roles
- Understand and communicate the differentiated operational challenges, opportunities and issues across Citi’s product offerings and business lines
Intern, Client Relationship, Wealth
01/2010
-
02/2014
Philadelphia, PA
- Improve client satisfaction through analysis of pipeline loans to identify high level trends and to educate the Lender so as to decrease the average number of suspense conditions per file thereby reducing purchase cycle time
- Be well versed and knowledgeable of all applicable purchase guidelines (company, agency, regulatory) as well as all applicable workflow process and policies / procedures. Complete all work within established workflow processes and policies / procedures
- Monitor file deliveries for assigned Lenders and proactively notify management of large increases/decreases in volume
- Properly document Loan Origination System (LOS) with notes resulting from communication with Lenders, loan issues, and escalations
- Provide loan status updates to organization’s sales force as needed and engage on complex or unique issues to effectively resolve as required
- Research, analysis and consulting to support Data Furnisher Monitoring
- Provide consulting on Data Integrity Services products (Metric Report and DataArc) for our Tier 3 and 4 data furnishers
- Navigate a complex business environment and work with key stakeholders in Marketing, Sales, and Data Development to support data reporting quality
Education
Kaplan University - Davenport Campus
2005 - 2010
Bachelor's Degree in Business
Professional Skills
- Demonstrate well-developed presentation skills including both verbal and written communication skills
- General business skills, financial management and planning skills, long-term vision, and executive presence
- Strong client focus and excellent communication skills
- Strong client management skills and proven ability to develop client strategies to generate revenue
- Excellent organisational and time management skills, including ability to prioritise and work under tight deadlines
- Advanced management skills and experience.
- Strong analytical skills using Excel are required (v-lookups, pivot tables, etc.)
How to write Client Relationship Resume
Client Relationship role is responsible for english, communications, leadership, microsoft, negotiation, presentation, analytical, shipping, security, purchasing.
To write great resume for client relationship job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Relationship Resume
The section contact information is important in your client relationship 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 Relationship Resume
The section work experience is an essential part of your client relationship 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 relationship 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 relationship position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Relationship resume experience can include:
- Strong organizational skills with the ability to multi-task and meet deadlines, while paying close attention to detail
- Excellent communication skills, and situational awareness
- Excellent written and verbal English skills for client interaction and presentations
- Excellent communication skills, with ability to tailor communications to a senior client operational audience
- Excellent communication skills, with ability to tailor communications to a senior internal and client operational audience
- Proficient PC skills including Excel and Microsoft packages and PowerPoint
Education on a Client Relationship Resume
Make sure to make education a priority on your client relationship resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client relationship 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 Relationship Resume
When listing skills on your client relationship 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 relationship skills:
- Collaborate with peers to effectively plan resource, skills and capabilities (including third parties)as appropriate for contracts within country/region
- Proficient interpersonal skills to effectively work with CRA’s and management
- Proven analytical skills needed to analyze issues and opportunities and recommend solutions
- Strong active listening and information capture skills
- Strong Microsoft Office, Excel, Word & Outlook skills
- Outstanding interpersonal, communication, and follow-up skills
List of Typical Experience For a Client Relationship Resume
1
Experience For Client Relationship Representative Resume
- Organizational, planning, analytical and problem-solving skills
- Experience in a technical field (i.e., technical customer service/help desk/support experience in a SaaS environment)
- Facilitating timely and effective decision making, with transparency to senior leaders and clients, driving projects to closure
- Working experience in a similar role (Client Relationship Management, Customer Service Management, Visa Outsourcing Services)
- Strong ability to stay focused and committed to a regular activity schedule including prospecting, cold-calling, reporting, and database maintenance
- Ales experience in consumer banking, preferably with specialization in the affluent/private banking segment
- Experience in HR Application support across the key areas of talent acquisition, learning, development, performance and succession planning
- Communicate in a clear, concise, and effective manner regarding problem resolution and overall customer service with the Client
2
Experience For Director, Sales & Client Relationship Resume
- Develop a solid understanding of the firm’s funds, products, and services
- Experience working on a large complex contract (value USD >100M / =>1,000 customer locations)
- Some commercial experience in pricing be advantageous (due to CSI requirements on this contract)
- Demonstrable experience driving CSI projects
- Excellent connections in the respective private banking market
- Good understanding of Microsoft Office suite (PPT, Word, Excel)
- Participates in or leads projects related to the business’ and teams’ overall business priorities
- Responsible to develop and leverage strong client relationship
3
Experience For Senior Service Client Relationship Resume
- Proactively work with client to crystallise their infrastructure objectives, priorities, business needs into new IBM business
- Responsible to develop and leverage strong client relationship on CxO level
- Proactively work with client to understand their objectives, priorities, business needs and convert into new IBM services and solutions
- Account management or client management experience
- Enior hotel management experience preferably in the Revenue Management Area
- Experience with Hotel Systems (PMS,CRS,GDS)
- Extensive European Hotel experience
4
Experience For Client Relationship Manager for Germany & Austria Resume
- Client management, front of house or reservations experience
- Hotel business experience preferably in the Revenue Management area
- Build strong customer relationship as a CSAT development tool
- Identifies and prioritizes required key actions and behaviors
- Good product and knowledge of customer’s IT systems and applications is required
- Excellent product and knowledge of customer’s IT systems and applications is required
- History of effective interaction with Mortgage Executives, HR Executives & Relocation Management executives
- Measuring, recording, analysing and improving customer satisfaction
- Assisting with the monitoring the portfolio’s debtor position
5
Experience For Lead Client Relationship Manager Resume
- Keeping aware of changing business needs
- Negotiating and agreeing OLAs and, in some cases, other SLAs and agreements that underpin the SLAs with the customers of the service
- Ensuring that targets agreed within underpinning contracts are aligned with SLA and SLR targets
- Identifying all key stakeholders and customers Developing relationships and communication with stakeholders, customers and key users
- Organizing joint account planning for the key client and ensure that the actions as determined are followed up
- Building and leading great delivery teams of Project Managers, Service Managers and Lead Technical Design Architects
- Rewarding incentives and participation in TD profit sharing
- Forging relationships with Geller client delivery teams supporting key clients
6
Experience For Head of Service Client Relationship Resume
- Driving revenue, profit, and customer satisfaction in the organization’s Large Enterprise accounts in the work location area
- Ensuring that improvement initiatives identified in service reviews are acted on and progress reports are provided to customers
- Keying of some transactions
- Understanding of derivatives and cash securities operations and administration across financial institutions
- Pursuing continuous Client Services governance innovations
- Motivating peers to do better and go beyond
7
Experience For Client Relationship & Registrations Administrator Resume
- Assist in brainstorming, troubleshooting, idea planning, and strategizing
- Supports timely on-boarding of new clients and renewal on-boarding of existing clients
- Supports sales activities such as bids, by assisting in setting SLA’s for new contracts and by providing service information as required
- An understanding of ADP's infrastructure and ADP's traditional and new product/services in business processing and outsourcing helpful
- Conduct relationship reviews with Citi’s platinum clients, discussing operational performance and assisting with Client issues
- Work as part of a diverse, global team providing market-leading Post-execution Client service
- Proactively anticipating and identifying concerns/issues as part of one’s daily responsibilities
- Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
- Responsible for the relationship managers in generating revenue from existing clients and develop sales plans to grow DST revenue
8
Experience For Mgr Client Relationship Mgmt Resume
- Drive the sales reporting & tracking and provide inputs to the country leader, the LoB leaders and other key stakeholders
- Provide reporting metrics and tracking data as required to fulfill SLA’s; identify and define KPI’s and common goals with clients
- Work closely with other teams internally and distribution channels externally in product onboarding, pitching and distribution
- Assist with coaching and advancing Client Relationship Management remote leaders to achieve high performance operational outcomes
- Act as an escalation point for both functional and contract related matters, supporting the Account and peering GCS and TSO teams
- Gain familiarity with training and deployment including support tool-sets
- Attain real world knowledge of working with clients and managing accounts
9
Experience For RPO Recruiting Client Relationship Manager Resume
- Deliver consistently superior customer care by meeting diverse Client expectations
- Interact with Servicing to ensure fulfillment of Service Level Agreements with each Client
- Lead Client meetings, including preparation of staff, agendas, presentations, etc
- Produce accurate updates and reports using various Microsoft products such as Word, Excel, Project, Powerpoint, and Windows
- Responsible for keeping up-to-date on current events
- Participation in Service Delivery Kick-off meeting with Team Leader, Team Members, Service & Sales Associates
- Possess an in-depth working knowledge of the customer’s business and understand the competition environment
- Become a trusted advisor to the client and participate in the client’s strategic planning
- Exemplify Saggezza’s leadership by presenting thought leadership
10
Experience For Assistant VP-operations Client Relationship Manager Resume
- Develop, monitor and react to key business metrics, analyzing data to understand trends and opportunities for continuous improvement
- Works in consultative manner with Client management focusing on both day to day activities and the strategic nature of the relationship
- Deep understanding of Service Level Agreements relevant to the IT/Telco
- Identify cross-selling opportunities and reintroduce the Sales Director into the relationship
- Deepen relationships with existing clients
- Partner with the Investment Strategists to gain a better understanding of how we can provide relevant investment solutions
- Anticipate and assess clients’ needs and objectives through strategic relationship planning and consultation
List of Typical Skills For a Client Relationship Resume
1
Skills For Client Relationship Representative Resume
- Strong interpersonal people skills and a track record in people management
- Able to deliver excellent customer experience while driving cost efficiency and maximizing profit
- Good understanding of service, design and project management with proven track record in at least one of these
- Great relationship building & customer service skills
- Strong stakeholder management, maintains an excellent relationship and engagement with internal stakeholders
- Demonstrate a strong focus on exceptional service to both clients and candidates
- Demonstrate a strong commitment to a team environment
- Face to face client skills required
- Multi-lingual communication skills are desirable
2
Skills For Director, Sales & Client Relationship Resume
- Processing and/or underwriting background is also desired, along with experience in a correspondent or wholesale environment
- Developing and maintaining strong partnerships with leaders in IT and Business Partners to drive project objectives
- Outstanding ability to organize and prioritize diverse tasks
- Strong knowledge of market conventions, operational risk, and rules surrounding derivatives trading execution, confirmation, margining and settlement
- Highly competent at using Personal Computer, Managing remote system connection, navigating multiple systems and software types. (Very good at Excel)
3
Skills For Senior Service Client Relationship Resume
- Function well in fast pace environment, multitasking, meeting deadlines, and handle changing priorities
- Able to drive high employee engagement of multidisciplinary teams through strong leadership, direction, challenging coaching and career development
- Good understanding of the Credit Reporting Resource Guide
- Good understanding of the full life cycle of data reporting
- Prioritise competing client requests in a pressurised client facing environment
4
Skills For Client Relationship Manager for Germany & Austria Resume
- Mortgage Banking or Servicing Experience
- Experience managing mergers and acquisitions that involve Chase clients. Navigating the Business, Legal, Compliance and Personal impacts
- Proven history of creating value and delivering results that matter
- Good understanding of networks technologies, especially local area networks is an advantage
- Good understanding of network management systems and architecture is an advantage
- Good understanding of the Dispute process
- Strong problem solving abilities, analytical abilities, and familiarity with investment strategies
5
Skills For Lead Client Relationship Manager Resume
- Service orientation and experience working as a part of a cohesive team
- General business, consulting, or varied real estate experience
- Extensive experience in a client-facing financial services role
- Strong knowledge of derivatives regulatory reporting requirements
- Experience recruiting in the bio/pharma industry
- Home Lending experience within a large mortgage firm
- Global MPLS, Cloud Computing, Server Experience
- Experience building team charters
6
Skills For Head of Service Client Relationship Resume
- Experience with RACI and defining success metrics
- Sound experience in a client-facing or relationship management role within a supplier to financial services, is prefererred
- Highly client-focused with demonstrated commitment to relationship building
- Strong mentoring opportunities
- Provide input, insight, and tailor, where possible, your internship by recommending other opportunities and experiences
- Identify client training needs and potential module sales through the development of strong relationships with our clients
7
Skills For Client Relationship & Registrations Administrator Resume
- Coordinate different teams to bring the best investment management experience to clients and investors
- Experience in corporate sales (complex solutions, ERP, Consulting Services, etc.)
- Experience in corporate sales (complex solutions, ERP, Consulting Services, etc)
- Strong understanding of Project Management Methodology including the ability to create and monitor
- As requested, presents consolidated views to client managers and their partners to develop action plans and make value-based recommendations
8
Skills For Mgr Client Relationship Mgmt Resume
- Good knowledge of ITIL services and functions definition and organisation
- Former experience in Project Management is an advantage
- Former experience in an Operational and/or Service delivery environment is an advantage
- Excellent ability to manage customer expectations, relationships and deliver outcomes
- Enthusiastic, passionate and with the ability to build strong relationships
- Measure deliverables effectiveness and related effort to keep track of related
- Demonstrate adherence to internal controls
9
Skills For RPO Recruiting Client Relationship Manager Resume
- Related work and industry experience
- Strong knowledge of the industry and trends
- Extensive experience in Middle Office or Operations preferable
- Strong analytical ability to conduct root-cause analysis and drive remediation of client issues from this
- Portfolio Management Experience
- Demonstrate ability to obtain Career-To-Date Gross Profit of $0 - $99K
- Experience with Trusts and Fiduciary accounts
10
Skills For Assistant VP-operations Client Relationship Manager Resume
- Experience in the retirement solutions industry along with extensive client services or client support background
- Delivers an excellent service, ensures all Leaders and Partners use the service monthly
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
- Strong analytical with customer centric mindset
- Excellent spoken and written English and Cantonese
List of Typical Responsibilities For a Client Relationship Resume
1
Responsibilities For Client Relationship Representative Resume
- Strong organizational skills -- ability to prioritize and delegate branch’s daily workflow to effectively organize tasks/people in order to achieve specific goals
- Well-developed business judgment & executive presence with impactful communication and presentation skills
- Superior time-management and communication skills
- Communicate effectively with peers, superiors and subordinates, as well as C-Level Executives on Client
- Fully engaged with an ownership/solutions mindset with exceptionally strong work ethic and positive attitude
- Consistent and proven sales track record in wealth management products
- Proven ability to successfully work with staff at all levels
- Proven knowledge to represent the enterprise’s entire range of products to the client and of the industry
- Work towards goals and objectives assigned by an experienced management team
2
Responsibilities For Director, Sales & Client Relationship Resume
- Current or previous experience with benefits / open enrollment process
- Experience with Russian top-5 banks
- Proven knowledge to represent the enterprise ‘s entire range of products to the client and of the industry
- Proven knowledge to represent the enterprise entire range of products to the client and of the industry
- Prioritize daily tasks and receive direction from multiple individuals
- Have solid knowledge of the BC landscape of companies in our target market (ie. $75 million and up annual revenue) across a wide range of industries
- Understanding of Bancassurance and Agency distribution processes
- Keeping coverage plans for both planned and unplanned leaves
3
Responsibilities For Senior Service Client Relationship Resume
- Internet research and job posting responsibility and pipeline status movement
- Work collaboratively across segments and lines of business to bring the best enterprise solutions together to solve problems and serve clients
- Actively represent Lord Abbett at industry functions and conferences by positioning Lord Abbett strategically to retain and gain/win additional business
- Open mindedness and willing to learn new things
- Software knowledge: Word, Excel, Outlook, PowerPoint, Project Management software, Webinar - Live Meeting software
- Drive positive changes forward, including through indirect influence across functions and groups at all levels
- Quickly gain and articulate a detailed understanding of trade lifecycle and operational processes relevant to clients
4
Responsibilities For Client Relationship Manager for Germany & Austria Resume
- Proactive, self-starter with passion for delivering excellence in client service
- Processing of all University payments
- Ability for some travel for the purpose of meeting with clients or internal company meetings at other locations
- Drive, monitor, and adjust project provisions based on sales opportunity, customer forecast, manufacturing capacity, available inventory, and raw material
- Mobility Industry including HR Professionals, Relocation Management Companies & Suppliers
5
Responsibilities For Lead Client Relationship Manager Resume
- BT Advise ( Recording Servers management)
- Historical reporting with customization
- Participate in all the day-to-day activities of a high functioning and dynamic team
- Exposure to our sales & implementation process, finding efficiencies in this process
- Exhibit creativity and the ability to develop and implement marketing and social media plans
- Complete, timely, and in-depth evaluations or reviews of financial and operating risks for all credits as assigned
6
Responsibilities For Head of Service Client Relationship Resume
- Knowledge of banking practices, regulations and operations within assigned business line(s)
- Call and Screen recording
- Cisco Intelligent Call Routing
- Ensures design and delivery teams are fully aligned on meeting final needs of the Client
- Downtown parking provided
7
Responsibilities For Client Relationship & Registrations Administrator Resume
- Real time reporting
- Responsible for all administrative client service issues. (i.e., commission rebates, rejected trades, problem resolution)
- Maintain and develop relationships with UHNW and HNW participants
- Consults with clients and brokers on qualified plan design issues. Interprets and explains plan provisions to accomplish clients’ goals. Forwards requests for plan amendments through appropriate channels for processing
- Continuously maintain and grow skills and knowledge in consultative sales, industry applications, and technical solutions, leveraging expertise to demonstrate IBM’s thought leadership during client engagements
- Demonstrably successful international sales in key markets, to include Middle East, Central & South America, North Africa, and/or Asia Pacific
8
Responsibilities For Mgr Client Relationship Mgmt Resume
- Travel without restriction up to 50% of time to key markets and other international destinations
- Flexibility to provide support at the hour necessary to accommodate foreign clients across time zones
- Understanding of International Traffic in Arms Regulations (ITAR), as well as, Export Control Classification and Export Administration Regulation (EAR) Compliance
- Expertise in the use of communication technologies for video conferencing, webinars, and sales presentations; such as, Skype, GoToMeeting and PowerPoint
- Prior experience with testing firearms, ammunition, and armor or related products in accordance with NIJ, SAAMI, ISO, BS EN, HOSDB/CAST and other internationally recognized standards
- Learn to use Netsuite at the expert level
- Understand needs and act efficiently to coordinate technical and service resources to solve problems
- Inspire confidence to drive action within a team environment
9
Responsibilities For RPO Recruiting Client Relationship Manager Resume
- Facilitates client service requests
- Oversee the business processes that support the services used by our clients; support includes directing development efforts on behalf of the client, analysis, client communication, and client implementation to ensure client satisfaction
- Provide support to relationship managers to develop quarterly reviews for senior management to monitor progress towards goals
- Excellent communication skills, including the ability to communicate effectively both verbally and in writing through presentations and individual discussions with all levels of the organization both internally and externally
- Provide pro-active client management to anticipate real estate issues and develop flexible real estate solutions supporting the businesses’ short, medium and long-term requirements
- Owns and deliver the Service Wrap
- Partners with the Senior IT Expert to ensure our C–level client base and their teams receives value against the services they’ve purchased
10
Responsibilities For Assistant VP-operations Client Relationship Manager Resume
- Conducts phone calls with all clients in the team at least once every quarter
- Identifies their most urgent initiatives and links those initiatives with the best resources in Gartner or community in a timely manner
- Partner with internal research department on all research requests and inquiries from assigned clients and Senior IT Expert
- Delivers on-site member support at annual Symposium events or other Gartner events as requested
- Scheduling and coordination of quarterly internal meetings aligned with Sales led client value meetings, including information dissemination to internal associates (Impact Assessment, Value Statements)
- Participates in most client value planning and quarterly review calls
- Help respond to clients’ requests on a timely basis via email and/or phone in consultation with the manager
- Provides stakeholder management within BT, customer and/or third party supplier’s organisations
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