Client Relationship Manager Resume Sample
Shawn Murphy
1354 Corkery Corner,
Philadelphia,
PA
+1 (555) 577 2806
Work Experience
Client Relationship Manager
12/2017
-
PRESENT
Los Angeles, CA
- Working directly with firm leadership, manage the Firm’s client facing initiatives including statesman’s visits and client feedback initiatives
- Work closely with the Firm’s Practice Development department personnel on business development efforts of specific practice groups
- Work closely with the Firm’s Library department on client research templates and specific client research in support of client teams, pitches and other specific client opportunities
- Serve as senior point of escalation for Morgan Stanley’s top revenue generating clients for operational issues across products and ops functions
- Thorough knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model in order to provide integrated financial solutions
- Quickly develop a deep understanding of your client’s business goals and build a strong partnership with them to ensure their success
- Maintaining up to date knowledge on client’s equipment, technology, products, services, and SLA's
- Deliver quarterly business reviews (QBR) and regularly analyze program performance relative to your client’s business objectives
Senior Client Relationship Manager
02/2011
-
07/2017
Philadelphia, PA
- Career Gap Analysis
- Implement, communicate, and execute processes to manage client needs for a solution that relies on operational teams across multiple Experian business units
- Based on a deep understanding of the client’s needs and regular client interaction, interface on the client’s behalf with
- Ensure mission critical requirements are met through thorough understanding of client’s requirements and objectives
- Proactively identify revenue opportunities and align OT solutions with client’s strategic direction
- Own customer from contract through steady state to include SPOC for delivery, change management, service level reporting, customer satisfaction and assisting with growing revenue within the customer
- Leads the resolution of risks, including taking a lead role in organizing inter-departmental meetings and driving cross-functional issues to closure
Private Client Relationship Manager
01/2008
-
01/2011
Dallas, TX
- Facilitates a positive and productive long-term relationship with client representing OT in all customer-facing communications. Professionally communicate to customer’s executives
- Identifies areas of improvement and supports all existing contracted services
- Negotiate client contracts and renewals and review client agreements on a regular basis
- Partner with Field Sales and Customer Support to champion overall OT delivery consistency, client satisfaction and relationship growth
- Write and review costs, SOW and CRs. Present and red line internally and externally
- Develop and build up a strong relationship with allocated clients, including senior/executive level
- Act as primary liaison for client with all service functions
- Monitor service provision to agreed standards on an ongoing basis; be accountable for overall service delivery and issue resolution
- Strong knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model, in order to provide integrated financial solutions
Education
LeTourneau University
2003 - 2007
Bachelor's Degree in Business
Professional Skills
- Excellent communication skills (both written and verbal) and interpersonal and presentation skills for interaction with clients
- Exceptional standard of communication skills written and telephone skills
- Exceptional standard of communication skills, written (English) and telephone skills
- Exceptional standard of communication skills written (english) and telephone skills
- Healthcare practice mgt and medical billing experience and demonstrated leadership skills
- Strong inter-personal skills to foster strong relations with clients and internal stakeholder results
- Strong interpersonal skills with the ability to work effectively with all levels of the organization
How to write Client Relationship Manager Resume
Client Relationship Manager role is responsible for interpersonal, presentation, organizational, business, analysis, relationship, development, clients, customer, english.
To write great resume for client relationship manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Relationship Manager Resume
The section contact information is important in your client relationship manager 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 Manager Resume
The section work experience is an essential part of your client relationship manager 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 manager 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 manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Relationship Manager resume experience can include:
- Excellent time management and prioritisation skills to be able to focus on the highest risk items first (client segment, size of position, age of break etc.)
- Excellent program/relationship management skills as well as strong history of people management & leadership abilities
- Excellent organization skills with the ability to manage multiple assignments, set priorities, and meet deadlines
- An excellent communicator with strong oral and written skills
- Strong negotiating and problem-solving skills in handling complex situations: marketing, credit structuring, pricing, problem accounts
- Excellent at networking, selling, influencing, communication and presentation skills
Education on a Client Relationship Manager Resume
Make sure to make education a priority on your client relationship manager 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 manager 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 Manager Resume
When listing skills on your client relationship manager 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 manager skills:
- Strong communication skills client relationship management skills
- Excellent presentation skills, business etiquette, client service skills and time management
- Srong written and verbal communication skills, strong interpersonal and influencing skills
- Excellent written and verbal communication skills with strong computer and systems knowledge, technologically savvy
- Outgoing with strong relationship building skills
- Planning / Organization: Strong organizational and project management skills
List of Typical Experience For a Client Relationship Manager Resume
1
Experience For Senior Client Relationship Manager Resume
- Strong client-facing skills, including being highly articulate (both written and spoken)
- Excellent relationship management skills for developing relationships with external and internal clients/stakeholders
- Demonstrate an understanding of Western Union Business Solutions' on-line payment solution and related technology in order to effectively support clients.
- Strong communication skills, both verbal and written, with the ability to tailor communication throughout all levels of an organization
- Excellent interpersonal conflict resolution skills; flexibility and ability to work in a dynamic environment
- Proven Relationship Management skills both with clients and internal teams
2
Experience For Junior Client Relationship Manager Resume
- On target earnings of up to £70,000 depending on skills, experience and qualifications
- Establish strong client relationships to effectively position the LM brand to increase profitability within the Nordics
- Lead the team in your Managers absence, showing strong decision making skills, considering the impact on clients, colleagues and the business
- Good organizational skills with the ability to handle multiple assignments concurrently
- Responding effectively to client initiated queries and requests, including: ad hoc queries, client service queries, complaints, fee queries, etc.,
- Acquiring and developing the skills necessary to provide high-quality tracking & reporting under the new model
- Exceptional customer service skills including unparalleled follow-through, professional and consultative communication, and natural relationship-building
3
Experience For Private Client Relationship Manager Resume
- A good knowledge of the asset management product offering and processes as well as a solid understanding of the investment and advisory processes
- Communicate with advisors and brokers effectively to enhance market reach and to improve client benefit plan offerings
- Mentors junior level team members to improve skills and expertise
- Keep abreast of portfolio changes across the range of funds and communicate these effectively to clients
- Fluent in English & Italian (written and verbal) language skills. Additional languages (French / German / Spanish) are an advantage
- Fluent in English & French (written and verbal) language skills. Additional languages (Italian / German / Spanish) are an advantage
- Proven sales experience, preferably within Professional Services, and of meeting or exceeding sales targets
- Skill and experience to establish relationships, grow existing relationships
4
Experience For Strategic Client Relationship Manager Resume
- Showing situational empathy on every call and taking responsibility for investigating and resolving client queries effectively
- Essential: Proven experience in New and existing Account management/ Business Development including working with B2B/ consultative sales of HR & IT solutions
- Essential: Good functional experience in the Compensation & Benefits/ Pay & Rewards industry, within a Human Resources capacity
- Outstanding presentation skill in a group setting
- Managing virtual teams with no direct line management responsibilities and ensuring the effective delivery of the client plan objectives
- Developing strong working relationships with assigned clients and FIS resources
- Collaborating with product owners to identify and implement measures to enhance the customer experience
- Managing existing accounts within the UK and European market that have either a significant current spend or have strong strategic potential
5
Experience For Operations Client Relationship Manager Resume
- Experience developing and maintaining working relationships with similar and/or complementary companies to include teaming and partnership discussions
- Proven track record at developing and growing existing client relationships with successful adoption of appropriate solutions
- Track record of building and maintaining strong client relationships and closing new/additional business. LI-TS1
- Solid knowledge of transactional financing structures and general corporate analysis including cash flow modelling
- Previous experience working in a community or regional bank and understanding the interworking of community/regional banks
6
Experience For Client Relationship Manager Funds Distribution Resume
- Proven track record of developing business relationships with clients, producing revenue growth, and partnering with internal stakeholders
- Ensure key clients and their SYNKROS users have a good understanding of the product and best practices for utilizing the features of SYNKROS
- Continually keep activity levels (cold calling, follow ups, meetings, attending network associations, etc) high to ensure pipeline is continually strong
- Experience dealing with corporate clients (capable in handling jumbo accounts – more complex and high level)
- Experience or product knowledge of working in a training organisation
- Experience with emerging countries and commodity traders, including Africa
- Previous experience in managing and handling key client accounts
- Face to face selling and relationship building experience
- Strong working knowledge of Microsoft Office including Word, Excel, PowerPoint and ability to learn additional software applications as needs require
7
Experience For Commercial Client Relationship Manager Real Estate Banking Resume
- One + years' experience using a ticketing system such as Remedy
- Experience working within or servicing the federal government
- Proven success in achieving and exceeding sales targets
- A proven ability to work with clients and develop relationships/business and is driven by the commercial accountability of growing and renewing client revenue
- Experience working on computer systems engineering and/or software development
- Experience managing and consulting with strategic client accounts and enterprise account management
- Experience creating and delivering presentations that generate action required
- Proven track record of maintaining and developing client/intermediary relationship
- Experience of working in a busy, fast-paced consulting firm (preferably at least 5 years)
8
Experience For Client Relationship Manager Trainee Commercial Banking Resume
- A longstanding sales experience and a broad network in the banking / financial intermediary sector in the UK
- Previous experience of working in a payment processing related customer service role an advantage
- Likely to have 5 - 10 years’ experience in account management including at least 2 years working with major/complex accounts
- Likely to have 5 - 10 years’ experience in business development / account management including at least 2 years working with major/complex accounts
- Experience of working in a business process outsourcing environment and adherence to SLA-governed service delivery
- Proven track record of delivering a high level of client service
- Develop strong working relationships with daily client contacts
- Strong attention to detail in a rapidly changing environment
9
Experience For Senior Client Relationship Manager Commercial Banking Resume
- Business-to-Business Sales experience
- Possess ability to prioritize multiple projects and function with little or no supervision to meet deadlines
- Proven aptitude for or knowledge of investing in equities, along with investment products such as Mutual funds, ETFs and Segregated funds
- Experience liaising with senior management teams and Director level
- Establish strong personal relationships with senior clients, and represent all of BlackRock in a compelling fashion
- Three to seven years of client service experience within the financial marketplace is required
10
Experience For Citi Private Client Relationship Manager Resume
- Experience with Adobe Acrobat, Adobe Captivate, and Webex (or other webinar software) would be an asset
- CWS/VMS experience
- Demonstrate deep product and market knowledge to clients and partners to give confidence on Beeline’s capacity to deliver on its promises
- Experience with DU, DO, and LP systems Knowledge of FHA and FNMA policies and guidelines
- Track record of building and maintaining strong client relationships and closing new/additional business. LI-SG2
- Experience in one or a combination of the following: Operations leadership, project management, implementation, or strategic planning
- Develop and execute on best practices to handover territories to new hires, ensuring that there is a smooth and effective transition of clients
List of Typical Skills For a Client Relationship Manager Resume
1
Skills For Senior Client Relationship Manager Resume
- Strong presence with solid influencing skills – required
- A solid knowledge and understanding of financial statements and accounting principles and policies. Previous credit experience is a strong asset
- Proven organizational and multi-tasking skills, as well as a thorough understanding of investment data and financial analysis
- Strong client service and relationship building skills
- Strong sales aptitude with great follow up and closing skills
- Demonstrated professionalism, dependability, collaboration and influencing skills
- Strong Customer Service Experience and/or Operations experience in the logistics / forwarding industryy
- Detailed oriented with strong problem solving skills
- Demonstrated analytical, problem-solving, and organizational skills
2
Skills For Junior Client Relationship Manager Resume
- Thorough understanding of the Retirement Services industry Excellent interpersonal and communication skills
- Proven Project Management skills in a technical environment, with sound commercial understanding
- Strong written and verbal communication skills including preparation and delivery of presentations
- Excellent process facilitation and consulting skills and service ethic
- Effective public speaking and impactful presentation skills
- A Competitve Salary depending on skills, experience and qualifications
3
Skills For Private Client Relationship Manager Resume
- Demonstrated outstanding customer service skills.s
- Knowledge of Microsoft Office Excellent communication and interpersonal skills, including superior written and spoken communication
- Excellent communication and interpersonal skills, including written and verbal communication
- Experience of effectively dealing with complex customer queries and complaints
- Highly intelligent and very resourceful with solid customer-facing skills
- Strong account management and problem solving skills
- Strong presentation, account management and networking skills
- Salary of between £40,000 and £70,000 depending on skills, qualifications and experience
- Defence Systems Approach to Training (DSAT) - qualifications, knowledge, skills and experience
4
Skills For Strategic Client Relationship Manager Resume
- Knowledge, skills and experience in DE&S contracting and procurement
- Motivates self and others. Effectively manages complex projects and competing priorities
- Excellent oral, written, organizational & interpersonal skills
- Proven executive-level client communication skills
- Continually advance job skills and develop proven knowledge of company’s policies and procedures to complete routine tasks
- Well defined prioritisation and organizational skills
- Ensure dates of all renewals are well planned and work commences at least three months in advance. Such activity requires excellent organisational skills
5
Skills For Operations Client Relationship Manager Resume
- Experienced knowledge of insurance and insurance markets in order to deal effectively with client needs
- Strong technical, presentation, and consultative skills
- Solid communication and articulation skills as well as the ability to multi- task
- Demonstrates client-focused, problem-solving skills that result in "win-win" solutions
- Effectively represent Client Management within the organisation providing education and upskilling to a range of colleagues
- Excellent communication (written and verbal) and organisational skills
6
Skills For Client Relationship Manager Funds Distribution Resume
- Planning and organizing your time effectively
- Assessing applicants consistently and effectively,
- Liaising with internal departments to ensure client needs are fulfilled effectively
- Working with Professional Services team management to ensure the delivery on projects occurs efficiently and effectively
- Outstanding written and verbal communication skills and proficiency in English
7
Skills For Commercial Client Relationship Manager Real Estate Banking Resume
- Effective and proven sales, negotiating and closing capabilities- in long service oriented sales cycle
- Demonstrated experience presenting to and working with all levels of Senior Management
- A consistent record of managing teams to exceed sales performance expectations and innate customer and people development skills
- Knowledge of financial markets, institutional markets, and product vehicles with a focus on developing product knowledge and competitive analysis skills
- Significant progressive experience, including experience in delivery, technical implementation and program and project management
- Strong investment and financial analytical capabilities and investment reporting experience
- Good team worker with self-starter and experienced in managing projects with multi-functional teams
- Proven years of experience in customer-facing roles
- Great communication skills, including face-to-face, over email and by phone
8
Skills For Client Relationship Manager Trainee Commercial Banking Resume
- Team working / relationship management skills
- Asks and uses questioning effectively
- Collaborate effectively with RE Portfolio Planning, CRE Governance teams, Service Partners, and assigned business and finance leaders to support Business Lines
- Exceptional self-starting skills and ability to manage issues through to closure
- Innovative with great listening skills and ability to read and interpret client requirements
- A proven track record of work experience in managing direct client relationships, preferably in the Financial Services industry
9
Skills For Senior Client Relationship Manager Commercial Banking Resume
- Proven historic client C-Level interaction experience
- Effectively manage client base and contact process through the Salesforce system
- Assessing applicants consistently and effectively
- Proven ability to build strong client relationships with senior stakeholders
- Effectively maintains relationships with key decision-makers (internally and externally)
- Multiple choice situations in which prior experience with similar problems has shown which choice is most appropriate, selecting from known alternatives
- Demonstrated ability to prioritize and handle multiple requests concurrently within tight timeframes
- Servicing existing accounts to ensure their campaigns are set up properly and executed effectively
- Proven experience of Client Relationship Management ideally within Asset Management or Financial Services industry
10
Skills For Citi Private Client Relationship Manager Resume
- Well developed personal computer skills (in particular Microsoft Office)
- Personal development including: insolvency and consumer debt knowledge, relationship management and communication skills. Project management
- Leadership and management skills to be the cultural flag-bearer with the ability to inspire people including
- Solid experience with CRM software and MS Office (Salesforce)
- Demonstrated ability to build and manage effective business relationships
- Ability effectively articulate Taylor Communication’s value proposition to clients
- Strong experience in delivering exceptional Customer service
- Advanced computer skills, especially with Microsoft Office applications
- Work effectively with internal partners (Sales, Marketing, Compliance and Legal teams) to provide an exceptional service to Nordic clients
List of Typical Responsibilities For a Client Relationship Manager Resume
1
Responsibilities For Senior Client Relationship Manager Resume
- Maintain a deep understanding of client processes and needs as well as industry trends, best practices, and solutions, in support of client’s strategic goals
- Strong decision-making skills with a focus on excellent customer service, delivery and staff management at all times
- Possess proven consultative selling skills (both direct to consumer and through intermediaries), and has a track record of delivering against sales targets
- Excellent organization and networking skills
- Excellent verbal, listening, negotiation and presentation skills
- Pre-sales or account management experience in a consultative product or services environment. Prior consulting experience is highly desirable
2
Responsibilities For Junior Client Relationship Manager Resume
- Demonstrated problem solving ability and superior communication skills
- Strong interpersonal skills and the ability to excel in a client facing engagement
- Excellent communication skills, including ability to give presentations to senior audiences
- Strong and proven recruitment experience working on a Managed Service contract
- Demonstrated ability to speak with C-Level executives and managers using active listening skills to understand client needs
- Strong Customer Service skills and ability to communicate with a broad range of people
- Manage staff to ensure appropriate priorities, deliverables and development of skills
- Excellent communication skills, acute attention to detail, innovative, responsive, nimble and highly organized
3
Responsibilities For Private Client Relationship Manager Resume
- Strong team player who works effectively in an open, non hierarchical environment
- Strong relationship management, communication, project management, and strategic analytical skills
- Strong sales, analytical, and relationship development skills
- Solid Relationship Management skills both with clients and internal teams
- Above average listening and consultative selling skills - looks first to understand and only then to be understood
- Proven experience in account management including ideally at least 2 years working with major/complex accounts
4
Responsibilities For Strategic Client Relationship Manager Resume
- Comply with all regulatory policies and control procedures regarding client transactions and suitability. Effectively communicate potential risks to the client
- Strong understanding of small business and/or entrepreneurial experience
- Distinct negotiation skills and compelling nature
- Demonstrated experience in client-facing role
- Demonstrates a proven track record of driving customer success (adoption, renewals, business reviews)
- Demonstrated experience supporting cloud solutions with an ability to quickly grasp complex solutions and concepts
- Demonstrates knowledge of and experience in behavioral healthcare industry
- Communicate effectively with peers, superiors and subordinates, as well as C-Level Executives on client and sides
5
Responsibilities For Operations Client Relationship Manager Resume
- Highly detail oriented with proven ability to build effective relationships with clients and internal partners
- The ability to communicate effectively with a senior client audience
- Impeccable presentation and communication skills in person, verbally and via telephone and in email communication
- 7–10 years of account management experience in a consultative product or services environment with a track record as a proven performer
- Operational experience or strong client service background
- Proven Commercial experience in Account management, Business Development, consultative sales
- Proven experience in Talent Management & Engagement and Culture areas
- Essential - Fluent communication skills in both English and Turkish (Native) language
6
Responsibilities For Client Relationship Manager Funds Distribution Resume
- Communicate effectively through all channels with individuals at a range of levels
- Work effectively with Advisers to ensure the seamless provision of superior client service
- Intermediate credit skills; Analysis and completion of credit applications up to $5MM in authorizations
- Strong relationship-builder and sales skill
- French language skills – an asset
- Six months or longer prior work experience in an office environment
- Prior experience or proficiency with payroll/HR software and systems providers
- Problem solver with analytical, technical and organisational skills
- Effectively communicate with clients and key stakeholders through e-mail, phone, and in person
7
Responsibilities For Commercial Client Relationship Manager Real Estate Banking Resume
- Strong client service mentality – understands what constitutes excellent client service
- Able to effectively articulate views both within the Bank and externally in the marketplace
- Have intermediate credit skills
- Demonstrate a good level of relevant industry, accounting and operational knowledge
- Communicate effectively with peers, superiors and subordinates, as well as C-Level Executives on client and CenturyLink sites
8
Responsibilities For Client Relationship Manager Trainee Commercial Banking Resume
- Proven successful client service and client relationship background, with experience of delivery high standards of client satisfaction
- Developing a solid understanding of the company and our product offerings
- Monitoring of operational effectiveness, interceding where necessary to achieve contractual obligations
- Establishing solid client relationships at a senior level
- Experience of delivering coaching & training sessions
9
Responsibilities For Senior Client Relationship Manager Commercial Banking Resume
- Contribute and implement new ideas that lead to a more cost effective delivery and program management, including advising on global change process
- Continuously improve the customer experience by taking ownership and holding teams accountable via customer link
- Have a strong team ethic and be willing to share ideas and information, offering support to colleagues where required
- Experience of working with and managing a CRM (for e.g Salesforce)
- Experience living or working abroad highly valued
- Proven structured approach to managing and resolving complex issues
10
Responsibilities For Citi Private Client Relationship Manager Resume
- Monitor and anticipate issues within existing accounts. When issues arise, provide responsive customer service and maintain effective customer relationships
- A total of 5-10 years business experience (finance/marketing) in corporate debt/project finance with deal origination track record
- A total of 5-10 years experience in the mining and metals sector and in depth knowledge of the Canadian market
- Previous experience in a client-facing or relationship management role
- Self starter displaying vision, professionalism, energy, and the ability to prioritise time, work under pressure and meet tight deadlines
- Experience managing large/complex Programmes of work
- Strong existing industry relationships
- Experience dealing with multinational corporate clients
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