Associate, Client Services Resume Samples

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J Koch

Jacey

Koch

893 Melissa Islands

San Francisco

+1 (555) 742 5841

893 Melissa Islands

San Francisco

Phone

p +1 (555) 742 5841

Experience Experience

New York, NY

Associate, Client Services

New York, NY

Watsica, Wuckert and Blanda

New York, NY

Associate, Client Services

Monitor client query queues, diagnosing and resolving any resulting exceptions or errors and work with internal groups to provide resolution
Develop and maintain the relationship between TriNet and the clients that you manage
Lead issue resolution and workflows with Development for all Production and UAT testing
Ultimately you will manage your own book of business and lead department and cross department projects
Responsible for cash management for our commingled product lines
Develop and maintain productive client relationships
Other projects and responsibilities may be added at the manager's discretion

New York, NY

Associate Client Services Manager

New York, NY

Schowalter, McCullough and Walker

New York, NY

Associate Client Services Manager

Work with Senior Client Services Manager and Client Services Managers to monitor project schedule and scope of work to ensure both remain on track
Client Services Managers will partner with Clinical Managers to provide supervision and support to field employees
Work with internal teams to resolve customer issues or concerns and provides explanations and interpretations within area of expertise
Manage your Client Services Manager caseload while proactively growing it
Establish and maintain sound relationships with the clients; provide thorough knowledge, insight, and communication into all facets of the market and CROSSMARK
Perform other duties as assigned by management
Follow GLP guidelines and laboratory SOPs and maintain a safe working environment

present

Detroit, MI

Senior Associate, Client Services

Detroit, MI

Vandervort LLC

present

Detroit, MI

Senior Associate, Client Services

present

Manage a client portfolio with average service fee revenue of $1.5M annually, encompassing clients with more than 75 WSEs
Develop mutually agreed timeline for implementation of solutions
Develop cost/benefit analysis for each recommended solution
Develop and maintain an HR Operational Plan for each assigned client
Mobilize resource expertise and capacity to develop and deliver integrated HR Operational solutions
Other projects and responsibilities may be added at the manager’s discretion
Present findings and recommendations to customer

Education Education

Bachelor’s Degree in Business

California State University, Los Angeles

Bachelor’s Degree in Business

Skills Skills

Knowledge and strong understanding of TriNet’s practices, policies, processes, systems capabilities and limitations
Knowledge and strong understanding of TriNet's practices, policies, processes, systems capabilities and limitations
Strong knowledge and understanding of both state and federal employment laws
Excellent time management and organizational skills, including the ability to prioritize work effectively
Ability to learn independently and adapt quickly
Proficient in Microsoft Office Suite, CRM Systems, Proficient in SalesForce.com
Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities
Ability to adapt to a fast paced, continually changing business and work environment while managing multiple priorities
Ability to adhere to organization’s Service Level Agreements
Ability to travel up to 50% (local travel with occasional overnights)

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Senior Analyst / Associate, Client Services Resume Examples & Samples

Responsible for analyzing fund financial statements and perform detailed review of investment activity
Must have an understanding of accounting principles and financial reporting, as well as auditing experience in private equity
Understand industry trends and accounting standards
Must be able to independently assess and resolve client questions and support requests to the general partners
Work directly with other client representatives throughout the firm to ensure superior level of client service
Work within a team structure to ensure accuracy and timely delivery of compliance deliverables
Liaise with various teams to meet reporting deadlines
Support aspects of departments core functions
Support processes and procedures to improve department’s efficiency, including input into new software and technology and other strategic initiatives
College degree (B.A., B.S. or B.B.A.). An advanced degree (MBA) or CPA is preferred, but not required
Minimum of 1 - 4 years working experience in an auditing function, preferably with a Big Four firm
Knowledge of the private equity industry and limited partnership agreements a must
Must be detail oriented, organized and possess good analytical skills with an interest and ability to work collaboratively in a small team
Basic understanding of Balance Sheets and Income Statements
Assist with other duties and special projects as needed
Must be able to operate in a high pressure environment
Some travel possible (up to 5%)

Project Support Associate, Client Services Resume Examples & Samples

Joint responsibility with the Project Manager for ensuring that all Fisher Clinical Services activities come together in a timely manner to meet the customer and study requirements
Use of appropriate project planning tools to communicate milestones and critical path activities and responsibilities
Works with the Master Production Scheduler to optimize production of clinical supplies balancing the customer requirements with best use of available capacity
Creates and/ or supports creation of operational documentation using internal systems. Create bill of materials in GPM and coordinate creation and review of billing packages
Collects all information on a study design including; correct label texts, coordination of primary, secondary packaging material and tools, coordination of label translation, producing all batch documentation for operations and check of documentation, coordination of shipments through the logistics department, and writing Distribution orders and GMP instructions in a timely manner
Requires excellent organizational, planning, verbal, written and numerical skills with the ability to analyze and define solutions and manage multiple tasks to meet strict deadlines
Requires strong and effective communicator with the ability to effectively present information and respond to questions from groups of managers and clients
Requires ability to learn and master all internal systems associated with projects (i.e. Salesforce, GPMS, Trackwise)
Prefer in depth understanding of clinical trials
Prefer Certification in Project Management by a recognized institution in project

Associate Client Services Resume Examples & Samples

Take incoming phone calls within agreed performance and quality standards
Making outbound calls to resolve customer queries in a timely manner
Demonstrate high levels of customer focus
Ensure calls are resolved to the satisfaction of the customer and Fidelity
Remain highly motivated and focused towards achieving set individual, department and company performance goals
Always interact in a friendly and professional manner – making sure all aspects of the request are fully addressed and provide relevant additional information as appropriate
Explain relevant products and procedures clearly and simply whilst promoting Fidelity’s brand values
Making outbound calls to customers and/or IFA’s to promote additional products and services and/or seek feedback
Recognising ‘key signals’ from customers or enquirers so as to proactively promote our products and services
Proactively develop an awareness of the regulatory environment in which Fidelity operates, our “Treating Customers Fairly” framework, and the impact this has on the delivery of customer service solutions, including situations which require the correct escalation of a complaint
Complaint handling
Develop a strong understanding of Fidelity’s products, procedures, systems and customer needs through receiving relevant training
Have proven customer service or sales experience
Ability to communicate clearly and articulately
Proven previous financial services experience/knowledge
Ability to listen and question effectively
Comfortable in working in a structured environment
Confident and enthusiastic manner on the phone
Analytical, excellent attention to detail and accuracy
Demonstrate flexibility
Previous experience of working with IT systems and/or web applications
Ability to work well under pressure and to take initiative to escalate issues as appropriate
A positive attitude at all times, approachable and professional

Associate Client Services Rep Resume Examples & Samples

Inbound and Outbound requests
Claims
Billing inquiries
Triage to Customer Service, Process Services and Supporting Functions
Perform duties of the Client Services Specialist as required

Associate Client Services Manager Resume Examples & Samples

Manage small to mid-tier accounts as needed in support of Client Services Team
Communicate effectively with client to ensure deliverables are being met and issues are being resolved
Manage contract deliverables to exceed client satisfaction
Develop report specifications and manage client SLA requirements
Interface with Operations to ensure client deliverables are met
Follow internal processes for service revisions and contract changes
Manage project plans and coordinate necessary meetings
Work with internal teams to resolve customer issues or concerns and provides explanations and interpretations within area of expertise
Lead the implementation of new programs for clients
Investigate and design ad hoc reporting and lead analysis
MS Project experience
Previous experience working in a healthcare environment

ERC Senior Associate, Client Services Resume Examples & Samples

Receive & log all queries received through phone & email in the Trouble Ticketing tool
Responding to inquiries regarding policies and programs including benefits, attendance, payroll deductions, etc
Adhere to defined processes and ensure delivery in accordance with set quality standards
Thorough knowledge of policies & processes for multiple Customers group
Ensure the Service level are achieved at all times for HRS processes
Innovative with a commitment to change and process improvement applying KAIZEN and LEAN methodologies
Integrity and discretion in dealing with sensitive information and ensure data privacy at all times
Take ownership for query resolution and individual metrics
PeopleSoft 8.9 ver
ADP – US Payroll tool
Time and Attendance System
Trouble Ticketing – Service Request Workflow Web Application
A bachelor's degree; master’s degree a plus
Minimum of 1-3 years of experience in international voice process
Willingness to work in call center / contact center / Help desk environment
Willingness to work in 24*7 support process including night shifts
Strong attention to detail and good interpersonal skills
Ability to multi-task and agility to change in fast-paced dynamic environment
Proficient with MS Excel, Word and Visio
Application of Phone and email etiquettes in customer interactions
Foreign languages proficiency would be an added advantage
Prior experience in an in-bound / out-bound call center
Handling HR help desk is desirable
Experience in HR/HR shared services
Experience in PeoplePortal – HRMS and Siebel/Talisma (CRM)
Knowledge of Six Sigma methodology and tools
PeopleSoft

Associate Client Services Manager Resume Examples & Samples

Responsible for all assigned clients
Participate in the formulation of sales objectives, plans, policies and procedures
Execute those that are approved
Establish and maintain sound relationships with the clients; provide thorough knowledge, insight, and communication into all facets of the market and CROSSMARK
Review, evaluate and report retail execution progress to plan and recommend programs for improvement
Organize field contacts with clients
Recap retail activity and communicate to client contact
General correspondence with client
Develop quarterly analytical business planning sessions with clients
Develop and maintain sources of legal competitive information providing prompt, complete reporting on promotions, pricing, sales trends, competitive company structure and policies. Recommends programs to counter competitive pressure
Project a professional image through grooming, dress, attitude, and actions
Cooperate with all Client Service Managers, team members, and office staff in the execution of programs and carrying out Company policy and procedure
Cooperate with clients by coordinating all requests pertinent to the retail sales team with management
Works with Senior CSM or director to develop appropriate business building objectives for CROSSMARK and its clients
Education/Experience: Bachelor’s degree (B.A.) or equivalent work experience
Highly experienced in retail operations and a knowledge of basic accounting principles
Computer skills: PC knowledge and skills in Microsoft Office products, including but not limited to, Word, Excel, PowerPoint, Access, Outlook, and Sales Trak NG
Other skills: Possess negotiation, project management, research, analysis, and presentation skills
Supervisory Responsibilities: No
Work environment: Office environment

Associate Client Services Manager Resume Examples & Samples

Take responsibility for tracking performance to contracted service definitions and service level agreements and to take corrective action where needed
Be accountable for ensuring that a culture of service management excellence is developed and maintained by the delivery team
Proactively identify risks to delivery and drive the implementation of the appropriate solution
Ensure service delivery by ensuring that the right employees, equipment and products are deployed and available and that the service delivered meets the quality requirements agreed with the client
Assist the Sales team to identify opportunities to up sell services and to track other opportunities that may emerge
Excellent client service orientation and impeccable relationship building skills
Demonstrate good leadership skills and have the ability to think strategically
Display an analytical orientation and continually identify mechanisms for improved service delivery
Deep understanding of the client’s business needs and technology strategy and the associated Dimension Data delivery model

Associate, Client Services Resume Examples & Samples

Ensure client receives timely and accurate updates on all their open issues
Lead issue resolution and workflows with Development for all Production and UAT testing
Support production implementations and upgrades to client's production regions
Facilitate Disaster Recovery/BCP requirements, testing and support
Conduct daily, weekly and monthly metrics reporting
Handle Service Level Agreements
Review and discuss enhancement requests
Post Mortem
2-5 years experience in Client Services

Associate, Client Services Resume Examples & Samples

Responsible for cash management for our commingled product lines
An advanced degree (MBA) or CPA, a plus
Minimum of 4 years of experience in a related financial services role
At least three years of experience in audit or fund portfolio operations, preferred
Advanced experience in Excel and industry analytic tools (e.g., Bloomberg)
Solid interpersonal and team building skills

Associate Client Services Manager Resume Examples & Samples

Interact with the Director of Project Management, Senior Client Services Manager/Project Manager, Client Services Managers and the Vice President of Pharmaceuticals with regular updates on client issues/concerns/delays
Serve as key client contact for assigned projects/clients
Communicate effectively with clients and proactively assess appropriate time to escalate issues to Intertek management
Attend all conference calls or ad hoc calls for assigned clients and prepare meeting minutes and agendas, as required
Work with Senior Client Services Manager and Client Services Managers to prepare and maintain Project Trackers and Gantt charts as required for assigned clients
Work with Senior Client Services Manager and Client Services Managers to monitor project schedule and scope of work to ensure both remain on track
Monitor timelines and deliverables, escalating any delays immediately to the Senior Client Services Manager, Client Services Managers, Director of Project Management and Vice President of Pharmaceuticals
Prepare any required metrics, volume reports or budget request for clients
Work with the Senior Client Services Manager and Client Service Managers to establish strong working relationships with client project teams to enhance client satisfaction and promote repeat business
Work with the Senior Client Services Manager and Client Service Managers to ensure effective teamwork across project team members both internally (ensure sufficient resources dedicated to project) and with external ancillary services (Accessioning, QC, QA, IT, etc.)
Work closely with QC/QA scheduler (with the assistance of Client Services Managers) to monitor progress of timelines and deliverables, revise as necessary and communicate any delays immediately to management and/or client
Attend onsite client meetings/audits as required
Follow GLP guidelines and laboratory SOPs and maintain a safe working environment
Ensure that all required documents (Compliance, Code of Ethics, IT Policy, and Anti-Bribery) available through iLearn are reviewed annually
Bachelor’s Degree (BA or BS) preferred
0-1 years of relevant experience in sales, finance, account management or client services in a GLP environment
Ability to resolve conflicts and escalate as necessary
Demonstrate teamwork, excellent communication skills (written and verbal) and organizational skills (ability to prioritize and work independently and make wise decisions)

Senior Associate, Client Services Resume Examples & Samples

Bachelor’s degree in Finance, Business, Accounting, Economics, or related field Advanced Excel experience
Experience with Outlook, Word, and Powerpoint
Knowledge of corporate accounting statements such as the income statement, balance sheet, and cash flow statement
Internet browser expertise including IE, Firefox, and Chrome
Integrity, honesty, a positive attitude, and a desire to help people are all essential

Associate Client Services Mana Resume Examples & Samples

Key stakeholders and interface responsibilities include
Minimum of undergraduate BS degree in science discipline, or equivalent relevant experience in the industry
3 years scientific experience and / or client management experience
Ability to demonstrate scientific expertise and extrapolate knowledge to learn other scientific subjects
Emerging client management skills
Emerging project management experience
Ability to work in a multi-functional and multi-cultural environment
Ability to flex work hours when appropriate to afford communication across various time zones
Excellent written and verbal communication skills - in English

Senior Associate, Client Services Resume Examples & Samples

Have a good understanding of investments and accounting statements
You must be willing and able to work closely with others in a team-based environment
You must also have excellent communication skills in order to effectively communicate client concerns and product related issues with all Capital IQ departments
Being technologically savvy is also a plus

Associate, Client Services Resume Examples & Samples

2-3 years in related experience in payroll, employee benefits, HR operations and/or training; or equivalent combination of education and experience
Account Management or previous client-facing experience required
Experience with public speaking/presenting in front of audiences
Excellent verbal and written communication skills. Bilingual-Spanish preferred
Ability to communicate with employees at all levels of the organization
Ability to work autonomously in complex high stakes environment
Strong knowledge and understanding of both state and federal employment laws
A demonstrated commitment to high professional ethical standards and a diverse workplace
Align with performance culture and metric driven environment
Ability to adapt to a fast paced, continually changing business and work environment while managing multiple priorities
Ability to adhere to organization’s Service Level Agreements
Ability to travel up to 50% (local travel with occasional overnights)
Proficient in Microsoft Office Suite, CRM Systems, Proficient in SalesForce.com
Regular, daily travel required within a 90-mile radius. Occasional overnight travel
Work in clean, pleasant, and comfortable office setting
The employee is constantly required to talk, hear, and operate a computer and mouse. The employee is frequently required to walk, bend, twist, push, pull, reach above shoulder and use hands to finger, handle, or feel. The employee may occasionally climb, stoop, kneel, crouch or crawl. The employee will frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and distance vision

Associate, Client Services Resume Examples & Samples

Work with sales personnel to obtain initial commitments to purchase SOI’s services including, without limitation, by meeting with potential clients, demonstrating and explaining SOI’s products and services, resolving objections to purchasing SOI’s services, and obtaining underwriting materials, enrollment materials, signed service agreements, and related information and documents in accordance with SOI’s processes
Primarily responsible for clients on an ongoing basis including, without limitation, by managing and monitoring relationships, resolving service issues, presenting new products and services to clients, providing information and making recommendations to SOI regarding retaining business, negotiating pricing and renewal terms, and obtaining formal commitments to remain SOI clients
Comply with all TriNet SOI policies
Other projects and responsibilities may be added at the manager’s discretion
One to two years related experience and/or training; or equivalent combination of education and experience
Experience public speaking
Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities
Proficient in Microsoft Office Suite
Regular, daily travel required within a 60-mile radius. Occasional overnight travel

Associate, Client Services Resume Examples & Samples

Act as the internal voice of the customer's and matrix manages an internal cross-functional team and client contacts to provide solutions, issue resolution and economic delivery of services
Manage a client portfolio with average service fee revenue of $2.4M annually, encompassing clients with 20-75 WSEs
Identify issues that customers want solved and clearly define and communicate to the cross-functional team what the desired business outcomes should be
Help shape solutions to fit TriNet's and clients' business needs and ensure that they meet desired business results in a timely manner
Analyze client's business model, audit client's business processes and pay practices and develop an HR Operational account plan to position TriNet's compliant HR Outsourced solutions in alignment with client's ongoing strategic business objectives and goals, reviewed and updated periodically (annually for clients with 50+ WSEs)
Responsible for the accurate description of and agreement on deliverables, schedules and metrics
Develop and maintain an HR Operational Plan for each assigned client
Prioritize each relevant business opportunity and issue based upon impact/value and/or risk to customer's business operations
Analyze customer's business model and business processes and pay practices, document current-state HR Operational business processes and with specifically identified areas of opportunity for improvement
Develop cost/benefit analysis for each recommended solution
Present findings and recommendations to customer
Periodically (at minimum quarterly) review HR Operational Plan with customer and update as needed
Train customer contacts on features and functionality of TriNet products such as HR Passport
Intake and complete requested HR Operational services from customer utilizing appropriate cross-functional resources per defined processes
Monitor on a daily basis key HR Operational metrics for assigned customers to ensure service delivery is maintained within approved service level agreements of quality and turnaround time
Escalate issues as necessary to ensure resolution on behalf of assigned customers
Inform customers of HR Operational changes or issues that affect their business, ensuring customer's understanding of impacts
Mentor 1-2 Account services colleagues
Participate as AS SME on special projects and internal process initiatives
Other projects and responsibilities may be added at the manager's discretion
Minimum 3 years (or 5 years in lieu of degree) of management/consulting and human resources operational experience
Experience establishing and sustaining successful collaborative business relationships, based on mutual trust
Experience with effective project management and change management techniques and processes
Experience utilizing effective project management and change management techniques and processes, with success in coaching, facilitating and negotiating "best solutions"
Comprehensive knowledge of HR functional needs, industry and business leadership
Skilled in synthesizing large amounts of information, prioritizing and defining strategic solutions
Top notch customer service skills
Excellent verbal and written communication skills, conveying information with confidence and clarity
Ability in coaching, facilitation, and negotiating "best solutions"
Ability to link business need to human capital programs and operational services
Knowledge and strong understanding of TriNet's practices, policies, processes, systems capabilities and limitations
Ability to gain the cooperation of others in pursuit of company goals
Minimum travel required

Senior Associate, Client Services Resume Examples & Samples

Act as the internal “voice of the customer” and “matrix” manages an internal cross-functional team and client contacts to provide solutions, issue resolution and economic delivery of services
Monitor results of product and solutions impact on customer needs and ensure positive customer overall satisfaction
Manage a client portfolio with average service fee revenue of $1.5M annually, encompassing clients with more than 75 WSEs
Represent customer needs to the cross-functional team, communicating clearly and fully
Help shape solutions to fit TriNet’s and clients’ business needs and ensure that they meet desired business results in a timely manner
Mobilize resource expertise and capacity to develop and deliver integrated HR Operational solutions
Responsible for customer retention, working closely with the cross-functional team and providing periodic business updates to customers regarding retention-related matters
Guide customer leadership, focusing on both short and long-term strategies with integrated TriNet solutions
Provide cost/benefit analyses for customer leadership to understand cost implications and develops strategies for retaining and expanding TriNet HR Operational services
Facilitate customer and internal relationships by using a consultative and coaching approach
Provide business analytics and alert customer leadership to key internal and/or external business issues (such as ever-changing regulatory compliance requirements) and trends that affect business results
Meet with customers on an as needed basis (in person and over phone) to understand their HR Operational business processes, business goals and objectives, issues and desired outcomes
Prioritize each relevant business opportunity and issue based upon impact/value and/or risk to customer’s business operations
Collaborate with appropriate cross-functional team members to estimate complexity of potential solution(s) as well as resource and work effort to develop and implement improvement opportunities
Develop mutually agreed timeline for implementation of solutions
Secure necessary resources and manage projects to design, develop and deliver appropriate solution(s) to address business opportunities and issues per HR Operational Plan for each assigned customer
Utilize professional expertise to escalate issues as necessary to ensure resolution on behalf of assigned customers
Design and execute appropriate awareness campaigns advising customers of HR Operational changes or issues that affect their business, ensuring customer’s understanding of impacts
Build and foster positive and effective business relationships with day-to-day operational contacts within assigned customers. Facilitate collaboration with and among TriNet service team and associated customer contacts within assigned customer accounts
Mentor 2-3 Account services colleagues
Lead special projects and internal process initiatives
Minimum 5 years (or 8 years in lieu of degree) of management/consulting and human resources operational experience
Experience with establishing successful collaborative business relationships, based on mutual trust
Strong business acumen
Ability in coaching, facilitation, and negotiating “best solutions”
Ability to independently resolve issues
Knowledge and strong understanding of TriNet’s practices, policies, processes, systems capabilities and limitations
Proficient in MS Office Suite

Associate, Client Services Resume Examples & Samples

Act as the internal “voice of the customer’s and “matrix” manages an internal cross-functional team and client contacts to provide solutions, issue resolution and economic delivery of services
Analyze client’s business model, audit client’s business processes and pay practices and develop an HR Operational account plan to position TriNet’s compliant HR Outsourced solutions in alignment with client’s ongoing strategic business objectives and goals, reviewed and updated periodically (annually for clients with 50+ WSEs)
Analyze customer’s business model and business processes and pay practices, document current-state HR Operational business processes and with specifically identified areas of opportunity for improvement
Inform customers of HR Operational changes or issues that affect their business, ensuring customer’s understanding of impacts
Experience utilizing effective project management and change management techniques and processes, with success in coaching, facilitating and negotiating “best solutions”

Senior.analyst / Associate, Client Services Resume Examples & Samples

Work directly with Relationship Managers on client deliverables and special projects
Maintain a working knowledge of assigned client portfolios and the investments within these portfolios
Possess a working knowledge of accounting principles and be able to extract and analyze data from financial statements
Work with other departments internally, including FIT, legal, research and reporting, to aggregate information needed to help prepare client deliverables
Communicate with representatives of investment partnerships to ensure the timely receipt of cash flow and financial information
Review financial statements prepared by fund administrators for inclusion with reports
Assist in client portfolio development, including maintaining CATS, responding to allocation decisions and preparing strategic plans
Coordinate assigned projects and special project work with allocated resources
Prepare and review quarterly and annual reports for clients
Respond to client and fund investor questions and special requests (analyze reports/informational requests), interact with Relationship Managers to ensure that the required level of client service is being provided
Assist with other duties and special projects (including RFP preparation and track record) as needed
2-4 years of work experience in an accounting/financial industry setting preferred
College degree (B.A., B.S. or B.B.A.)
Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Must be detail oriented and organized and possess good analytical skills
Must be able to handle multiple assignments/initiatives
Ability to operate in a high pressure environment

Associate Client Services Manager Resume Examples & Samples

Four year college degree
Prior health care, home care and recruiting experience preferred
Prior supervisory experience
Demonstrated record of successfully taking on increased responsibility (goal achievement)
Bilingual in Spanish and English a plus

Associate / Client Services, Home Care Resume Examples & Samples

Answer client inquires, take referrals, and schedule home care services
Source, interview and orient reliable and compassionate Home Health Aide staff
Develop strong and lasting relationships with referral sources and community resources
Assist in local marketing and recruiting events to build a strong presence in the community
Manage a caseload of clients including staffing, scheduling and operations and administration
Prior health care, home care, staffing, recruiting or account management experience preferred
Ambition to grow and advance beyond current position

Associate Client Services Manager Resume Examples & Samples

Full ownership of accounts to ensure campaigns are on pace and will deliver against client KPI’s. Manage expectations around campaign performance and path to success
Take a strategic approach with each account to offer data packed and data backed recommendations on how to structure plans, model pricing and scope out scalable inventory
Flexibility to make real-time optimizations and recommendations of in-flight campaigns to achieve and exceed client goals
As an expert on AOL ONE suite act as first response to triage general product and platform issues and escalate account or campaign specific blockers directly with Engineering support
Be a conduit to funnel general feedback of AOL ONE suite releases, feature requests, beta opportunities and UX issues directly to AOL’s Product Commercialization teams
Have a real seat at the table to partner with clients and internal teams to provide campaign insights and strategic areas of growth for business
Provide weekly forecasts on the overall direction of your business to leadership along with input aimed at driving larger business decisions
Autonomy to undertake independent, non-account specific projects that will positively impact your team, your clients and the overall business
Bachelor’s degree, preferably in Business, Economics, Finance or quantitative field
1-3 years experience in Digital Media or as an Analyst. Client Services or Account Management a plus
Proficiency within the online media buying and selling ecosystems, and a strong understanding of DSPs, SSPs, Exchanges, DMPs & Measurement Providers
Experience in management of programmatic digital ad delivery, optimization and or/yield management as well as working, in, and speaking to tech implementation
Excellent at problem solving and harness both creative and critical thinking skills
A proactive mindset and comfortable with technology
Ability to respond to frequent pressure to meet deadlines in a fast paced environment where accuracy and attention to detail are paramount
Advanced Excel knowledge is essential, Macros/SQL are a plus
Excellent time management and ability to effectively prioritizes tasks
Strong interpersonal skills, ability to work well both individually and in a team environment

Admin Associate / Client Services Coord Resume Examples & Samples

Maintain positive and collaborative attitude and be open to learn
Ability to maintain confidentiality in all aspects of Counseling operations
Excellent interpersonal, communication, and organizational skills required
Must maintain and update knowledge of communication skills, technology, multicultural and social justice informed office practices, ethical and professional skills
Administrative associate must have operational mastery of Microsoft suite, and be able to attain mastery of of EHR PyraMED, Banner, Hyperion, etc

Associate, Client Services Resume Examples & Samples

Develop and maintain productive client relationships
Monitor client query queues, diagnosing and resolving any resulting exceptions or errors and work with internal groups to provide resolution
Coordinate across internal teams across global operations footprint to achieve positive outcome for client experience
Respond to client requests by providing detailed evaluation and feedback
Participate in the testing of system enhancements
Identify and track system issues, partnering with technology teams to ensure delivery
University graduate preferred
Minimum 2 years financial services experience or an equivalent combination of education and experience from which comparable knowledge can be acquired
Previous experience working with software systems and technology is preferable
Advanced Excel skills is a plus

Um-associate, Client Services Resume Examples & Samples

Contribute to managing the workflow of media campaigns, start-to-finish
Liaise with multiple agency teams to coordinate timely completion of projects
Ensures media buys and plans meet client and agency standards. Maintain strict quality control throughout
Aide in preparing and analyzing various campaign summary reports
Participate in a wide variety of projects as assigned
Contribute to the progression of your career through agency and team training and mentorships
Self-starter and motivated
Ability to adapt to a changing environment and handle multiple priorities
Ability to work both collaboratively and independently
Proficient with Microsoft Office; in particular Excel, Word, and PowerPoint

Senior Associate, Client Services Resume Examples & Samples

Act as the internal ‘voice of the customer and ‘matrix manages an internal cross-functional team and client contacts to provide solutions, issue resolution and economic delivery of services
Help shape solutions to fit Trinet’s and clients
Business needs and ensure that they meet desired business results in a timely manner
Analyze client’s business model, audit client’s business processes and pay practices and develop an HR Operational account plan to position Trinet’s compliant HR Outsourced solutions in alignment with client’s ongoing strategic business objectives and goals, reviewed and updated periodically (annually for clients with 50+ WSEs)
Experience utilizing effective project management and change management techniques and processes, with success in coaching, facilitating and negotiating ‘best solutions’. Other Knowledge, Skills and Abilities
Ability in coaching, facilitation, and negotiating ‘best solutions&#8217
Ability to gain the cooperation of others in pursuit of company goals.Proficient in MS Office Suite

Associate, Client Services Resume Examples & Samples

Assist top executives and employees with HR administration, benefits, payroll and accounting issues
Handle client and employee on-boarding, conduct on-site presentations and ensure that all client interactions are seamless
Develop and maintain the relationship between TriNet and the clients that you manage
Facilitate HR, benefits and payroll administration, including assisting with open enrollment periods and initiatives, based on changes in compliance regulations
Work with internal departments (401(k), accounting, legal, payroll, sales, technology) to resolve complex HR issues
Support tenured Associates with their day-to-day client service
Participate in internal initiatives and/or projects aimed at improving the services we offer to our clients
As you gain proficiency, you will take on greater responsibilities within the firm, and will become responsible for standing in for tenured Associates and managing their clients while they are out of the office
Ultimately you will manage your own book of business and lead department and cross department projects
Bachelor's degree desired (in related HR or business field preferred)
At least three to four years of prior full time work experience
Excellent time management and organizational skills, including the ability to prioritize work effectively
Exceptional problem-solving skills and resourcefulness
Ability to learn independently and adapt quickly
Strong relationship-building and customer service skills
Superior oral and written communication
A positive attitude and the desire to work as part of a team
PC proficiency, including Microsoft Word & Excel
Driver’s license (may be required)
No prior HR experience is required but is preferred