Supervisor, Client Resume Sample
Dawn Heller
345 Coy River,
Chicago,
IL
+1 (555) 298 7597
Work Experience
Client Account Manager Supervisor
02/2017
-
PRESENT
San Francisco, CA
- Conduct random spot-checks of work completed in ECM, Account Linking, CEB’s, Compass and Envestnet
- Aggregate incoming client concerns and make connections related to Scottrade’s business decisions and keep leadership informed of trends and identified gaps in service model
- Maintains and grows knowledge of clients’ business and industry
- Directs team relative to clients’ business goals and objectives to inform projects
- Ensure the team operates within BNYM’s code of conduct and policies at all times
- Experience in Supervisory experience
- Be a leader of leaders - responsible for hiring, managing and developing a team of 2-5 CX Leads with oversight for 30-60 CX associates
- Set clear objectives/goals and support the team in achieving those goals
Private Client Division Operations Supervisor
09/2010
-
10/2016
Detroit, MI
- Develop, motivate, and inspire your team to deliver outstanding service
- Share learning, ideas and best practices with others freely to help people learn and grow
- Drive change on the CX team - advocating for your team and the clients they serve
- Become an excellent developer of talent at all levels
- Connect team to larger company goals and objectives
- Support the resolution of escalated client issues through teaching and empowering your team to make client-right decisions
- Seek out information to make smart decisions for self, team, client and others
Client Experience Supervisor
08/2003
-
06/2010
Houston, TX
- Identifiy and drive continuous improvement in the service level provided to our clients
- Hire and Onboard new Leaders
- Work independently and be a truly collaborative partner to solve business challenges daily
- Run impactful team meetings
- Oversee cross functional special projects outside of normal day to day responsibilities with measured business impact on the organization
- Supervises employees performing basic accounting and operations activities
- Responsible for accurate reporting, proper controls over account receivables coordinated by the supervised team
- Acts as point of escalation for high profile escalations for internal and external business partners
- Ensures that time and quality requirements for the department tasks are maintained at the agreed level, measures the performance of the supervised team and implements relevant controls
Education
University of Maine at Augusta
1998 - 2002
Bachelor's Degree in Business Administration
Professional Skills
- Utilizes planning, prioritizing, and organizational skills to effectively manage the assets, tools, and processes necessary to achieve business objectives
- Excellent planning, time management, prioritization, and organizational skills are essential
- Solid analytical skills with foundation in statistical techniques or similar skills in strategic business management
- Strong communication skills that bridge business, advertising/marketing, and technology arenas
- Opportunity for further academic training (soft skills)
- Effectively adjust work load balance based on changing day-to-day priorities as dictated by client demands
- Assist IAs and SAs in completion of their day-to-day tasks and objectives, and ensure an excellent client service experience
How to write Supervisor, Client Resume
Supervisor, Client role is responsible for basic, finance, securities, training, database, analysis, design, research, digital, business.
To write great resume for supervisor, client job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Supervisor, Client Resume
The section contact information is important in your supervisor, client 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 Supervisor, Client Resume
The section work experience is an essential part of your supervisor, client 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 supervisor, client responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular supervisor, client position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Supervisor, Client resume experience can include:
- Effectively and proactively cooperates with other departments in different regions worldwide, establishes and maintains contacts with business partners
- Listen and work to effectively resolve client issues that are brought to the attention of the CVM or Account Manager
- Knowledge of and hands on experience with a variety of project management methodologies including Agile/SCRUM, PMBOK, Six Sigma and SDLC
- Demonstrated ability to garner the respect of team members while maintaining accountability
- The ability to multi-task and handle competing priorities under pressure and within restricted timeframes is required
- Understand business challenges and translate these into prioritized solutions
Education on a Supervisor, Client Resume
Make sure to make education a priority on your supervisor, client resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your supervisor, client 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 Supervisor, Client Resume
When listing skills on your supervisor, client 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 supervisor, client skills:
- Demonstrated business analysis and technical writing skills required to create accurate and executable project documentation
- Utilize the company’s client management system to effectively maintain institution and client accounts
- Maintain knowledge of the company’s products, services and policies and train team members to effectively support
- Experience with traditional media and digital marketing focusing on site, display, search, emerging media or overall digital ecosystem development
- Experience analyzing data/producing reports in a healthcare or finance environment
- Experience leading cross-functional project teams within the software development, marketing services, or digital media industries
List of Typical Experience For a Supervisor, Client Resume
1
Experience For Private Client Division Operations Supervisor Resume
- Share learnings, ideas and best practices with others freely to help people learn and grow
- Use data to make decisions that impact your team and our clients
- Identify and drive continuous improvement in the service level provided to our clients
- Work independently and be a collaborative partner to solve business challenges daily
- Collaboratively responsible for development of long-term account success and growth by participating in Client Engagement Plan development and execution.Gains and maintains expert knowledge of client’s business, industry and competition
- Monitor regulatory developments and industry trends to facilitate incorporation into the Firms’ AML program. Directly participate in and provide necessary support for special projects and initiatives as assigned
2
Experience For Client Operations Supervisor Resume
- Manages day-to-day operations of staff in the Contact Center
- Models leadership and dedication to the department and company through behavior and support of department initiatives and guidelines
- Manages assigned work group(s) to achieve the goals and objectives of the market segment and business unit, including budget, revenue, customer retention, and new sales targets
- Responsible for delivering exceptional service to clients within assigned region, including open channels of communication, prompt response to inquiries & requests, flexible process and technical solutions, as well as timely, accurate results that meet customer specifications
- Serves as key interdepartmental liaison to assure open communication & collaboration between client teams, client shared services teams, and enterprise support staff
- Manages work group(s) to achieve service commitments, including sustainable, measurable, accurate, reliable, and timely execution of service deliverables
- Provides day-to-day leadership, including developing and administering policies, business processes, quality standards, measurement criteria, and operating budgets
- Partners with other MedImpact business units to effectively resolve customer issues and inquiries, implement new business, design solutions that meet the mutual needs of MedImpact and our customers
- Experience working with 3rd party vendors to meet client needs
3
Experience For Client Experience Supervisor Resume
- Experience working with 3rdparty vendors to meet client needs
- Seeks out and actively participates in business initiatives that contribute to service excellence
- Knowledge of UNIX, SQL, FTP
- Flexibility and ability to work with any of the Client Operations support teams
- Identifies, defines and manages the overall project plan(s), execution, resource management, issue tracking, quality, change management, risk management and communications for assigned projects
- Ensures project management process and procedures are adhered to on all assigned projects
4
Experience For Ld Rep, Supervisor Client Processing Resume
- Raises issues with and/or collaborate with Associate Director/Director – Project Management to negotiate resolutions on project hurdles that threaten cost, schedule or project scope
- Gathers and provides feedback for process improvement, lessons learned, project enhancements, and strategic alignment with business objectives
- Create technical functional specifications from business requirements
- Ensure that delivered work matches expectations of clients
- Accurately tracks large volumes of data with a high level of detail and coordination. Manages timely status updates with multiple internal and external stakeholders. Prepares regular status reports and distributes internally and externally if necessary
5
Experience For Client Account Manager Supervisor Resume
- Experience with systems integrations or implementing new product developments
- Tracks key project milestones, anticipates challenges, and raises the appropriate flags to ensure timely execution of deliverables
- Exercises discretion when presented with sensitive and/or confidential information
- Clearly understand the standard deliverables of service and the unique deliverables for each client
- Establish processes to ensure accurate and timely delivery of such deliverables
- Ensure accurate and timely responses to client inquiries
6
Experience For Supervisor Client Set-up & Maintenance Resume
- Build a trusted relationship with client contacts and seek to understand if the operations team members are delivery accurate and timely service as outlined in client contract
- Provide administrative support to established or developing IA(s) with effective communication skills and a basic understanding of the investment/security industry
- Superior understanding of the operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) securities products
- Familiar with Trust products (i.e., RRSP, RESP, RRIF etc.)
- Contributes to team goals and uses formal and informal opportunities to be coached
- Supports the goals of the team, the branch and the firm
- Adaptable and willingly embraces change
7
Experience For PIA New Client Setup Supervisor Resume
- High energy and commitment to Client Satisfaction
- Excellent communication skills, both oral and written, are required to effectively communicate and collaborate with internal and external stakeholders at all levels, guide and lead others in operational support and provide direction to operational management professionals
- Depth of knowledge in the areas of Pension, Mutual, and Insurance Funds
- Expert use of Microsoft office products
- Anticipates and prevents problem situations
- Ensure client satisfaction through superior client service
- Detail oriented and committed to the completion of assigned tasks
8
Experience For ISG Client Operations Supervisor Resume
- Basic knowledge of MS Word, Excel required
- Opportunity to participate in innovation programmes (Lean, Six Sigma, Kaizen), we recognise and reward new ideas
- Process share certificates
- New Issue order entry
- Collaboratively responsible for development of long-term account success and growth by participating in Client Engagement Plan development and execution.Gains and maintains expert knowledge of client’s business, industry and competition. Drives execution and measurement of final plan, ensuring proactive thought leadership and MIP initiatives are carried out
List of Typical Skills For a Supervisor, Client Resume
1
Skills For Private Client Division Operations Supervisor Resume
- Experience leading people and programs
- Any equivalent combination of education, training and/or experience approved
- Review accounts for completeness with explanations of any large variances on month to month basis prior to manager review
- Previous experience in an invoice environment
- We have a smart, experienced leadership team that wants to do it right & is open to new ideas
- Take initiative, work independently and prioritize workload
2
Skills For Client Operations Supervisor Resume
- Provide excellent client service to internal staff and clients
- Strong knowledge of compliance rules (both proprietary and industry)
- Proven ability to deliver results under deadlines
- Previous managerial experience would be an asset
- Directly transferable experience in a Business Analysis and/or Project Management role
- Application development experience (e.g. html, Java, .NET, C, VBA, database design/maintenance) very helpful
3
Skills For Client Experience Supervisor Resume
- Demonstrated proficiency in Microsoft Visio and Project, as well as SharePoint required
- Demonstrated proficiency in Tableau and Advance Excel required
- General Media Methodology and 1-2 years media billing experience
- Experienced Microsoft Excel user comfortable with Pivot tables and formulas within the industry/operations function/finance
- Act as missing documentation coordinator. Responsible to follow up on weekly Outstanding Document and Outstanding AML reports
- We love solving problems, thinking creatively and trying new things
4
Skills For Ld Rep, Supervisor Client Processing Resume
- We are a successful, fast-growing company at the forefront of tech and fashion, redefining retail for the next generation
- Apply new or existing problem-solving methods to new situations
- Ensure all management company accounts and packs are finalised accurately on time, and all issues/queries are resolved maintaining positive KPIs at all times
- Supervises all work, providing oversight and guidance on current work
- Work closely with HIPAA Privacy Officer when encountering potential Privacy Breaches
- Responsible for issuing cheques
- Coordinate the opening of new client accounts
- Document record retention and archiving
5
Skills For Client Account Manager Supervisor Resume
- Manage process for signature guarantees, verifications and certifying documents
- Help coordinate moves within the branch including telephone/computer and document files
- We are committed to our clients and connected through our vision of “Transforming the way people find what they love”
- We believe in autonomy & taking initiative
- Shows commitment, initiative and self-reliance in managing own personal and career development
6
Skills For Supervisor Client Set-up & Maintenance Resume
- Capable of independent learning (i.e. self-study, self-directed)
- Responsive to job demands in a constantly changing environment
- Responsible for ensuring that all needed assets and resources are identified to successfully meet expectations
- Leads large-scale projects and cross-functional teams, including projects outside of assigned responsibilities
- Quickly address associate issues when clients raise problems or areas where the team is falling short, with regard to unmet deliverables
- Manages the preparation and update of Standard Operating Procedures
7
Skills For PIA New Client Setup Supervisor Resume
- Supports and coaches employees, coordinates the training for new employees when needed
- Manage change on the CX team - balancing advocacy for your team with the clients they serve
- Researches and proposes enhancements to existing products? operational processes to create efficiencies and maintain service levels
- Daily banking deposit
- Has familiarity with all facets of interactive campaign and macro strategy development
- Preparation of monthly journals for upload into exchequer
- Review/compile monthly management accounts and supplementary information
- Is able to lead strategic efforts across multi-channel engagements
- Participates in key client meetingsBuilds and maintains agency partnership relationships
8
Skills For ISG Client Operations Supervisor Resume
- Participates in key client meetings
- Knowledge of the custody business
- Advanced computer proficiency in the areas of spreadsheets, graphics, database, and word-processing software (MS Office products) in a Windows environment required
- Handle complex business environment supporting multiple clients
- Ensure all new associates and temporary workforce are trained within company policy and procedure guidelines before gaining access to systems
- Ensure associates attend annual HIPAA and Security Awareness training
- Understand client’s business goals and key deliverables outside day-to-day service requirements
- Support the CVM and Account Manager as necessary to ensure those key goals/deliverables are met, for example, supporting the Account Manager with Business Review preparation
- The noise level in the work environment is considered moderate (business office with co-workers, copiers, shredders, printers, etc.)
9
Skills For Client Accountant Supervisor Resume
- Documentation Point Person – provide support to IAs and SAs
- Order office supplies and maintain equipment
- Manage client cheque pick-ups and cheque requests
- Coordinate and approve EFT requests
- Produce labels, letters and mail client CAA copies for the branch
- Order office supplies and maintain stock room
- Distribute client monthly statements
10
Skills For Supervisor, Client Operations Resume
- Monitor branch/IA house accounts, defunct (delisted) accounts and address unknown accounts
- Manage courier requests and service calls for all printers, phones, fax machines, photo copy machines, coffee machines, Bloomberg and microfiche machine
- Understand all relevant technical aspects of the team’s output
- We are a technologically and data-driven business
- We are challenged, developed and have meaningful impact
- We take what we do seriously. We don’t take ourselves seriously
- We offer competitive compensation packages and comprehensive health benefits
- Strong knowledge of operational aspects of traditional (stocks/bonds/mutual funds) and non traditional (managed and fee based) products and Trust products (i.e. RRSP, RRIF, TFSA, etc)
- Knowledge of administrative process and procedures as contained in the Sales Administration Manual
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