Private Client Services Resume Sample
Cordell O'Reilly
2311 Weston Mountain,
Los Angeles,
CA
+1 (555) 748 1286
Work Experience
Senior VP Wealth Sales Manager Private Client Services
05/2018
-
PRESENT
Chicago, IL
- Overall responsibility for management of the tax return process being delivered to their client base using a team specialist based elsewhere
- Delivery of advice to clients, both prior to and at the point of the transaction
- Work across a broad portfolio of clients
- Prepare and review income tax returns and special purpose financial reports for family businesses and their related entities including trusts, companies and partnerships
- Lead your team to deliver the key performance indicators (KPIs) and plan
- Ensure sales activity management and the sales process are used to effectively meet customer needs
- Lead and coach a team of brokerage sales personnel within a designated Region in the sales process model, personal financial review, product knowledge and proper sales techniques of traditional and non-traditional products to current and potential clients to expand customer relationships, meet established sales objectives and contribute to maximized economic profit
- Monitor and act on sales activity management information and other internal information tools, using them to coach your team and achieve the business goals
- Identify and act on factors that would increase local competitiveness
Private Client Services
05/2013
-
01/2018
Los Angeles, CA
- Lead your team to deliver the key performance indicators (KPIs) and pla
- Liaise with the client’s legal counsel
- Correspond with audit managers, staff and/or clients in answering clients’ specific personal, trust or corporate tax queries or about matters that arise from compliance or planning work
- Manage all aspects of client accounts and foster client relationships
- Conduct internal training courses or seminars on technical subjects
- Recent public accounting experience required
- Establish and maintain good client relationships
Deloitte, Tax, Private Client Services
04/2010
-
01/2013
Boston, MA
- Taking responsibility for client relationships and liaising directly with clients and third parties
- Conducting immediate reviews for Business Partner meetings by analyzing and evaluating clients’ current insurance and providing feedback and suggestions on program improvement
- Experience in related position
- NJ State Property & Casualty Insurance license
- Establish and maintain relationships with clients and carriers
- Manage multiple responsibilities in a deadline driven environment
- Proven ability to work independently and collaboratively with a team
Education
Grand Valley State University
2005 - 2010
Bachelor's Degree in Accounting
Professional Skills
- Experience of delegation and interest and skills to develop more junior members of the team
- Proven ability to meet customer needs and provide exemplary service by informing customers of the claims process and ensuring a positive customer experience
- Proven ability to build strong and lasting business relationships
- Demonstrated Leadership/Supervisory experience required
- Strong experience with Individual Taxation (high net worth aka $25M +)
- First-class numerical and analytical skills
- Experience in Tax Consulting, ideally in a top-tier accounting firm, corporate business consulting or legal environment
How to write Private Client Services Resume
Private Client Services role is responsible for negotiation, general, training, compensation, research, insurance, travel, events, software, health.
To write great resume for private client services job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Private Client Services Resume
The section contact information is important in your private client services 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 Private Client Services Resume
The section work experience is an essential part of your private client services 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 private client services responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular private client services position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Private Client Services resume experience can include:
- Superior negotiation skills working with Marsh's carrier partners during renewal and claims
- Experience in a service related role working with ultra HNW clientele in the P&C insurance space
- Be strongly involved in community activities and business networking
- Build strong and lasting business relationships
- Demonstrates proficiency in the use of company sanctioned email, word processing and spreadsheet software as well as navigation with the Internet
- Experience with trusts, Division 7A and CGT
Education on a Private Client Services Resume
Make sure to make education a priority on your private client services resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your private client services 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 Private Client Services Resume
When listing skills on your private client services 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 private client services skills:
- Good understanding of relevant tax legislation, being qualified ACA/CTA or equivalent qualification or experience
- Good team player with the ability to build effective relationships at all levels
- Strong knowledge of businesses managed; products and services delivered, operations supporting them and pertinent regulations affecting their delivery
- Demonstrates an understanding of cultivating opportunities from within their client’s centers of influence
- Experience with a national or large regional accounting firm
- Marine insurance background required with client facing experience. Exposure and technical knowledge to place and service
List of Typical Experience For a Private Client Services Resume
1
Experience For Wealth Management & Private Client Services Business Systems Analyst Resume
- Accountable for client retention through delivery of exceptional client service
- Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming with all laws, regulations and requirements governing the insurance industry
- Network with clients, including other Marsh colleagues associated with the client, to solicit new client relationships
- Utilizes Marsh systems in an accurate and timely manner to enter and maintain all pertinent account information
- Manages client accounts receivables to ensure timely collection of premiums and payments to carriers
2
Experience For Senior VP Wealth Sales Manager Private Client Services Resume
- Honing your writing skills by authoring due diligence reports containing complex financial analyses and detailed market/product insights in response to a Request for Proposal (RFP) or in assistance to a senior colleague for a complex proposal
- Growing your network and knowledge through membership in professional and industry or regional organizations and attend conferences and events ß Yes… we encourage this!
- Conducting in-depth, targeted market research leveraging advanced market awareness, contacts and an in-depth understanding of the competitive environment
- Maintains and grows personal small-scale relationships and a small book of business and contribute to personal or team sales targets while overseeing the portfolio of minor accounts held by a small team of junior sales professionals
- Coaches sales professionals on the account management and expansion process and intervenes when necessary to offer guidance and prevent relationship losses for at-risk team accounts
- Conducts and analyzes research to maintain a comprehensive understanding of personal accounts and coinciding business needs as well as core team accounts to maintain a comfortable handle on the portfolio at large
- Attends or participates in presentations or sales meetings for priority or at-risk team accounts when necessary to develop team capabilities and maintain the team portfolio
- Identifies expansion opportunities for personal and team accounts leveraging an advanced understanding of internal service and product offerings, market trends and developments and the business standing of specific accounts
- Defines the strategy for custom solution development for the team portfolio for the designated mid-market or small geography, communicating product and solution sales targets, compensation and pricing expectations
3
Experience For Senior Consultant, Private Client Services Resume
- Serves as a coach for a team; works to contribute to a team portfolio and assists sales professionals with professional development and critical account initiatives
- Attends and participates in industry events and conferences and client functions to build up a strong professional network, maintain proximity to the relevant market and represent the Company and its product offerings and solutions
- Responsible for maintaining and expanding a large book of business containing complex clients
- Directs and implements the strategy for managed accounts, leveraging an in-depth understanding of market needs and expectations, trends and internal product/service offerings
- Keeps current on account issues, industry and market trends and develops a growth strategy for their clients.Works to ensure appropriate solutions are proposed to carriers to assist them with their business objectives
4
Experience For Deloitte, Tax, Private Client Services Resume
- Offers advice and makes informed recommendations leveraging data and a comprehensive review of carrier needs
- Works to ensure strategy is appropriate for the carriers and assists with driving implementations. Upholds business and compliance standards when representing the firm while offering customized solutions and completing proposal work
- Develops the project plan for the overall client work and monitors progress ensuring timeframes are effectively planned and high-quality products or solutions successfully delivered
- Responsible for maintaining and preserving relationships and ensuring overall service needs are met, addressing escalated issues and miscellaneous concerns to remain in positive standing and preserve credibility
- Maintains strong relationships with senior level professional counterparts in client organizations
5
Experience For Tax Supervisor Private Client Services Resume
- Participates frequently in industry events and conferences to build up a strong professional network, maintain proximity to the relevant market and represent the Company as a thought leader
- Strong presentation skills in front of affluent clients and their other advisors
- Developing sales strategies for increasing target market sales and managing the execution of these strategies
- Identifying potential referrals sources (some of the best clients come from referrals) and cross-selling opportunities
- Creating sales proposals and presentations and coordinating the delivery of presentations to prospects
6
Experience For Tax-manager Private Client Services Resume
- Developing quality business relationships
- Leading the coordination of organizational resources to drive a sale to completion
- Oversees the new client acquisition process including: risk consulting, discovery, Personal Risk Management review development, delivery and implementation
- In a supervisory role managing high performing sales teams
- Collaborative approach in working with clients and internal colleagues
7
Experience For Tax Manager Private Client Services Resume
- Liaise with clients/colleagues to resolve issues of complex or high value claims, keeping all relevant parties informed of high level concerns and developments
- Expert level knowledge of private client insurance contracts
- Creatively tackle complex and sophisticated P&C private client insurance solutions
- P&C insurance license required
- Serve as subject matter expert in resolving issues with insurers for outstanding settlements to retain key relationships and protect the interests of Family Office and key clients
- Develop training programs and provide direction to develop capabilities of team and improve the knowledge base of the department
- Formulate strategic goals to help the department improve its operations
8
Experience For Consultant Private Client Services Resume
- Oversees client entry in CRM to ensure accuracy and compliance with processes
- Supports client service strategy and partners with National Client Solutions
- Collaborates with East Zone Leader to develop and implement sales strategies. Develops and maintains local Carrier relationships
- Transitioning a qualified prospect or new client to a Client Executive (CE) and supporting the CE in implementation of new business deals along with a transition to account management
- Identifying and actively pursuing potential new business opportunities
- Claim Adjuster Licenses
- Masters of Taxation
List of Typical Skills For a Private Client Services Resume
1
Skills For Wealth Management & Private Client Services Business Systems Analyst Resume
- Experience with S and C corporation taxation
- Experience with private foundations, trust, estate, and gift tax returns
- Experience with S Corporations and Partnerships/LLCs
- Experience with S and Partnership taxation
- Experience with state and local and international taxation
2
Skills For Senior VP Wealth Sales Manager Private Client Services Resume
- Delivering dynamic sales calls and presentations to cultivate relationships with high net worth clients and manage a robust portfolio of potential accounts
- Reveling in the opportunity to specialize in small, nuanced or manifold potential accounts in exclusive regions or industries
- Discovering advanced aspects of the sales process in order to grow your knowledge of the industry and sales techniques
- Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person or phone
- Responsible for new business development of assigned book of business through referrals and expanding existing client programs
3
Skills For Senior Consultant, Private Client Services Resume
- Advise on income tax, superannuation and estate planning issues relevant to private groups
- Provide tax planning services
- Assists Business Development Executives and Sales & Risk Consultants with new and existing referral source and prospect development
- Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews where appropriate
- Understands, introduces and leverages the services of PCS Specialty Practices areas, as appropriate, including surplus lines placements as appropriate
- Understands, introduces and leverages the services of Private Client Services Specialty Practices areas including surplus lines placements
- Assist the team with new Client Advisor on-boarding
4
Skills For Deloitte, Tax, Private Client Services Resume
- Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents
- Communicates client’s risk solution and binding instructions to carriers
- Drive and spirit to succeed and exceed our clients’ expectations and a positive approach to personal development
- Flexible to travel as client and company needs require
- CPA, JD, or Enrolled Agent Designation
5
Skills For Tax Supervisor Private Client Services Resume
- CPA, JD, Enrolled Agent or an active alternative license or certification on the list of alternative licenses and Certifications in Tax
- Producer Licenses (Casualty - Commercial and Personal)
- Holds appropriate P&C license
- CPA or Licensed Attorney required
- Maintains confidentiality and professionalism
- Advise on corporate income tax matters relevant to small to medium listed entities
6
Skills For Tax-manager Private Client Services Resume
- Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709))
- Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF))
- Build relationships with existing clients and use your network to build new relationships and win new business
- Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)
- Provide timely, high quality client service that meets or exceeds client expectations, including meeting with clients to explain complex issues
- Recognize and inform senior management of opportunities to increase level and types of tax consulting services to clients
- Provide individual and business tax planning
7
Skills For Tax Manager Private Client Services Resume
- Handle client tax questions, and work with clients to collect necessary information for tax return completion and compliance
- Knowledge of multiple insurance resources
- Oversees the new client acquisition process including: risk consulting, discovery, Personal Risk Management (PRM) review development, delivery and implementation
- Supports client service strategy and partners with National Client Solutions when and as appropriate
- Partners with appropriate Client Advisor Manager to determine Client Advisor new business assignments
- Collaborates with Zone Leader and Sales Leader to develop and implement sales strategies. Develops and maintains local carrier relationships
- Develops, trains and coaches staff to ensure performance standards are met
- Collaborates with Zone Leader and Sales Leader to develop and implement sales strategies
- Liaises with clients and PCS colleagues to resolve issues of very complex or high value claims, keeping all relevant parties informed of high level concerns and developments such as carrier notifications (e.g. Reservation of Right letters) and No Coverage decisions
8
Skills For Consultant Private Client Services Resume
- Serves as subject matter expert in resolving issues with insurers for outstanding settlements to retain key relationships and protect the interests of Family Office and key clients
- Ensures team understands incoming documentation and new claims notifications for high profile clients and consults on any potential problems or contentious claims in order to ensure the proper protocol is followed
- Ensures team maintains regular contact with complex and/or large clients and PCS service team to build trust, deliver service and maintain effective working relationships
- Participate in prospect meetings and Centers of Influence presentations, to make PCS claims advocacy promise a tangible experience
- Develops formal and informal training program and provides direction to develop capabilities of the team and improve the knowledge base of the department
- Formulates strategic goals to help the department improve its operations,
- Contributor at Family Office and key client annual review meetings by providing insight into client’s loss history and risk management efforts, as well as general claims trends
- General knowledge of insurance theory and practices, and contracts and their application. Property estimating and automated claims systems. Proven knowledge of the investigation, negotiation and settlement activities used to resolve very complex and /or high value claims
9
Skills For Consultant, Private Client Services, Perth Resume
- Analytical and problem solving skills necessary to make decisions and resolve conflict in such areas as application of coverages to submitted claims, application of laws of jurisdiction to investigation facts, application of policy exclusions and exceptions
- Evaluate and successfully negotiate claims
- Command of written and verbal communication skills for contact and/or negotiation with policyholders, claimants, repairpersons, attorneys, agents and the general public
- Book contains several complex clients with high activity and frequent contact
- Exhibits some self-management of their book of business. Sheds transactional clients to create capacity for newly sourced clients
10
Skills For Tax-senior Director Private Client Services Resume
- Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person or over the phone
- Present clients with accurate market data from appropriate resources to advise and counsel on complex risks
- Gathers information from client related to risk management needs and evaluate and propose a variety of solutions to manage client’s risk
- Steps out of their own day to day responsibilities to assist the team with new Client Advisor on-boarding by working with them one on one on some of the standard day to day tasks
- Book contains complex clients with high activity and frequent contact
- Exhibits self-management of their book of business. Sheds transactional clients to create capacity for newly sourced clients
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