Client Implementation Resume Samples
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Client Implementation Resume Samples
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JH
J Howell
Jackie
Howell
732 Mayert Crossing
San Francisco
CA
+1 (555) 588 3465
732 Mayert Crossing
San Francisco
CA
Phone
p
+1 (555) 588 3465
Experience
Experience
Boston, MA
Project Manager Client Implementation
Boston, MA
Mayer-Conroy
Boston, MA
Project Manager Client Implementation
- Relationship Development –Establish and develop partnerships to drive results
- Contribute to methodology by submitting enhancement ideas and execute on improvement ideas
- Stakeholder management and consultative approach
- Working on both client implementation and internal projects
- Exposure to program management
- Industry Knowledge –Working knowledge of alternative investment vehicles as well as prime brokerage, custody, fund administration operations
- Subject Matter Expertise –Working knowledge of securities products
Boston, MA
CIB Investor Services Client Implementation Manager Associate
Boston, MA
Cassin Group
Boston, MA
CIB Investor Services Client Implementation Manager Associate
- Proactively drive internal team and department wide initiatives as agreed upon with senior management
- Prepare management reports, contribute to and adhere to operational controls
- Meet established deadlines and communicate delays to stakeholders
- Work with Sales and RFP teams in pre-win phase to help ensure on-boarding is effectively represented
- Conduct internal/external discussions to develop the master project plan
- Engage requisite stakeholders during periodic calls to evaluate progress, discuss and provide project updates
- Keen eye on identifying and resolving risks
present
Chicago, IL
Senior Consultant, Client Implementation, HFS
Chicago, IL
Schaden Inc
present
Chicago, IL
Senior Consultant, Client Implementation, HFS
present
- Provide direction and judgement calls for internal teams while providing necessary client communication to resolve external issues
- Work well under pressure and be assertive in driving stakeholder engagement
- Manage expectations with clients and internal stakeholders, including delivering tough messages
- Identify and communicate bespoke client requests (for reporting and other IT builds) according to established guidelines
- Facilitate and provide structure for regular client meetings during the implementation (e.g. produce agendas and document takeaways and key decisions)
- Manage multiple projects simultaneously
- Inherent curiosity and drive to understand the business and improve the service model
Education
Education
Bachelor’s Degree in Client Satisfaction
Bachelor’s Degree in Client Satisfaction
Colorado State University
Bachelor’s Degree in Client Satisfaction
Skills
Skills
- Ability to deliver scalable solutions
- Client facing and team management skills which includes ability to develop relationships, get teams to collaborate, and work through matrix organization
- Able to comprehend and use new technologies (e.g. Salesforce, Docusign)
- Ability to institute processes, and execute process changes and influence teams to adopt change
- Able to communicate effectively with and present to stakeholders, including senior leaders
- 10+ years of related experience with operations or technology
- Experience in B2B solutions that include any mix of data, technology, and online
- Experience in Client implementation / Consulting and Project Management
- Self-driven, execution oriented, with passion for growth
15 Client Implementation resume templates
Read our complete resume writing guides
1
Senior Client Implementation Manager Resume Examples & Samples
- Minimum of eight years proven and progressive cash management product sales, set-up and/or service experience or equivalent; project management certification preferred
- Bachelors degree in business, management information systems, related field or equivalent experience
- Proven leadership, communications, analytical, lateral thinking, problem-solving, interpersonal, customer service, organizational and project management skills
- Strong working knowledge of commercial cash management and electronic banking products
2
Client Implementation, HFS Resume Examples & Samples
- Handle multiple concurrent assignments under challenging and changing conditions
- Plan-centric mentality - Excellent organization and time management skills
- Work well under pressure and be assertive in driving stakeholder engagement
- Understanding of hedge funds and/or alternative asset managers
- Manage expectations with clients and internal stakeholders, including delivering tough messages
- Strong analytical and problem solving skills – including in unfamiliar domains
- Adaptive self-starter with a can-do attitude - must be comfortable working with ambiguous and dynamic conditions
- Knowledge of fund administration business or fund operations
- Willingness to escalate issues and put forward solutions
- Inherent curiosity and drive to understand the business and improve the service model
- Pro-active approach to accuracy and attention to detail
- Excellent command of written and spoken English
- Proficient use of Microsoft Project, Visio, PowerPoint, Excel and Word
- Minimum of 2-4 years of experience in the financial industry, preferably with hedge fund focus
- Capital markets and/or fund administration knowledge
- Demonstrated success in managing multiple and complex projects to completion, consulting, or fund operations experience preferred
- Accounting or Finance degree preferred
- Client-facing written and verbal presentations
- Demonstrated experience with delivering projects with direct accountability
3
Senior Consultant, Client Implementation, HFS Resume Examples & Samples
- Handle multiple concurrent assignments under challenging and changing conditions
- Understanding of hedge funds and/or alternative asset managers
- Manage expectations with clients and internal stakeholders, including delivering tough messages
- Adaptive self-starter with a can-do attitude - must be comfortable working with ambiguous and dynamic conditions
- Knowledge of fund administration business or fund operations
- Willingness to escalate issues and put forward solutions
- Pro-active approach to accuracy and attention to detail
- Minimum of 2-4 years of experience in the financial industry, preferably with hedge fund focus
- Capital markets and/or fund administration knowledge
- Demonstrated success in managing multiple and complex projects to completion, consulting, or fund operations experience preferred
- Client-facing written and verbal presentations
- Demonstrated experience with delivering projects with direct accountability
4
CIB Ops-client Implementation Manager Resume Examples & Samples
- Proactively drive internal team and department wide initiatives as agreed upon
- Actively influence senior executives at key clients
- Ability to influence and work collaboratively with multiple internal disciplines (sales, operations, technology, product management)
- Keen eye for identifying and resolving risks
- Ability to systematically remove ambiguity from projects
- Work well in an evolving environment
- 3-5 Years in Financial Services particularly Securities Servicing Industry
- 2+ years in a client facing implementation role or commensurate experience
5
Associate, Client Implementation Team Resume Examples & Samples
- Member of a global Client Implementation Team; responsible for the onboarding of institutional clients to E-Trading platforms
- Manage client on-boarding projects across the regional functional teams to ensure a smooth and efficient experience for the client. Asset classes include Rates and Credit Fixed Income products which are traded electronically
- Provide general E-Commerce support as it relates to client activity and onboarding
- Review and comply with Firm Policies applicable to your business activities: Global client onboarding procedures, KYC/AML, etc
- Basic Understanding of Capital Markets – Equities, Fixed Income, Futures, Commodities
- Proficient in Microsoft Office tools
- Must have knowledge in business systems/protocols & operating systems
- Proactive, team player, self-motivated with strong organizational and time management skills (must be able to prioritize and re-prioritize tasks to meet the fast paced demands of the trading environment)
- Have a collaborative mind-set with strong interpersonal skills
- LI-AC
6
Consultant, Client Implementation, HFS Resume Examples & Samples
- Interface with internal and external IT to ensure external IT setup is completed timely and within the constraints of the internal control framework
- Perform and document completion of related internal controls for SSAE 16 compliance
- Ensure all necessary implementation tracking documents are initiated and maintained (client matrix, subway map, etc.)
- Follow-up with Shared Services to update the tracking documents. This includes ensuring that the subway map is properly updated/maintained by applicable members of the Virtual Team and all escalations are identified and communicated to management
7
Manager, New Client Implementation Resume Examples & Samples
- Support the CareCredit organization by leading cross-functional and virtual teams in the implementation of new client start-ups, relationship expansions, conversions and terminations
- Collaborate with prospective clients to define program requirements and launch commitments
- Interact with peer group of Program Managers both proactively and reactively
- Identify, champion and drive improvements to the NCI process through collaboration, influence and insight
- Actively partner with and provide consultation during deals negotiations ensuring that product delivered meets clients and business’ needs
- Maintain current Business Calendar with high level statistics and publish monthly to executive stakeholders
- Communicate project updates to various levels including Senior Leadership
- Share best practices
- Other projects and program management as required to support business needs
- Bachelor’s degree with a minimum of 5 years’ management experience or High School/GED diploma and a minimum of 7 years’ management experience
- Minimum of 2 years successful project management, process redesign/improvement, change management or project facilitation experience
- Minimum of 2 years of client management or equivalent work experience
- Financial services experience. Results oriented; proven track record of delivering results, ability to manage multiple projects concurrently
- Excellent planning, organization, teamwork and interpersonal skills
- Influencing skills; across multiple levels including executives as well as leading large cross-functional and virtual teams
- Excellent communication, presentation and facilitation skills, across all levels of the organization
- Customer interface experience preferably client facing within sales, marketing or customer service background
- Process improvement/redesign experience and skills preferably with knowledge of CareCredit platforms including FDR
- Black Belt or Green Belt certified (internal only) or Project management experience / change management experience. Demonstrated application f process improvement tools
- Strong PC proficiency (Microsoft Suite including: Word, Excel, PowerPoint, and Outlook) or comparable software application
- Strong analytical skills and creative problem solving ability
- Bankcard experience preferably from an Acquiring perspective and with knowledge of Association role and rules
8
Client Implementation Resume Examples & Samples
- Management of project teams comprised of various internal and client groups
- Ability to delegate to and effectively matrix manage project team members
- Developing functional, technical understanding of numerous back-end systems
- Problem-solving / Identifying issues through data comparison
- Developing pro-active correction plans to minimize downstream impact
- Learning and implementing a wide set of cash management products
- Extensive project tracking and diligent follow up
- Reporting progress to management
- Management escalation as necessary
- Significant client interaction
- Management of Pipeline queue to focus on revenue realization
- Submission of Client Surveys
- Utilization of Project Management Tools (Project Plans, Statement of Work)
9
CIB Investor Services Client Implementation Manager Associate Resume Examples & Samples
- Drive client requirements gathering process, and using requirements, propose and influence target solutions for the client
- Ensure client requirements are understood and partner with internal partners to design, document, and ensure appropriate sign off on solutions
- Own and drive project activities including, but not limited to
- Actively contribute to strategy for delivering excellent client implementation service
- Proactively drive internal team and department wide initiatives as agreed upon with senior management
- Work with Sales and RFP teams in pre-win phase to help ensure on-boarding is effectively represented
- Actively represent and champion the Implementation team in the Sales cycle; participate in pitches and lead Implementation dialogue with internal partners and clients across all product disciplines
- Actively represent Implementation team at a range of senior forums
- Project Management Experience –Minimum of 7 years track record of successful project execution
- Product or Operational knowledge of Hedge Funds and Private Equity Funds
- Asset Types and Fund strategy knowledge
- KYC & AML, Bank Account Opening process, Custody, Investor Relations knowledge
- Highly structured and methodically in execution
- Ability to communicate with, and influence a range of audiences internally and externally
- Keen eye on identifying and resolving risks
- Experience in functioning effectively in a change environment
- Technology Applications –Microsoft Excel, PowerPoint and Word
10
CIB Investor Services Client Implementation Manager VP Resume Examples & Samples
- Actively contribute to strategy for delivering excellent client implementation service
- Proactively drive internal team and business-wide initiatives
- Work with Sales and RFP teams in pre-win phase to ensure that the implementation process is effectively represented to prospective clients
- Actively represent and champion the Implementation team in the Sales cycle; participate in pitches and lead Implementation dialogue with internal partners and clients across all product disciplines
- Actively represent Implementation team at a range of senior forums
- Working product or operational knowledge of more than one core Securities Servicing Products - Custody, Fund Accounting & Administration, Securities Lending, Alternative Investments Services, Collateral Management, Derivatives Services, etc
- Ability to communicate with, and influence a range of audiences internally and externally
- Diligence in identifying issues and addressing risks
- Relationship skills - ability to work effectively and build a broad network among a wide range of functions in the organization; earn a reputation for integrity, intelligence and problem solving
- Experience in functioning effectively in a changing environment
11
Cib-asia Client Implementation Manager Resume Examples & Samples
- Management of Asia Client Implementations team ensuring successful delivery across the following
- Implementation Execution
- On time (mutually agreed client and C&FS business timetable)
- On specification (services to match those agreed with client, with change control as required)
- On process (onboarding within described processes and procedures)
- Client & Internal Communications: Coordination of key client engagement & communications, including engagement with key client stakeholders
- Project Management Discipline: Establish and maintain the project workplan, deliverables list and RAID log
- General Implementation Support: Working closely with the broader Client Implementation and Solutions group in supporting other implementation related matters on an ad hoc basis
- Collegiate/Team Player
- Engaging
- Solutions orientated
- Internal and external senior stakeholder management
- Presentation skills (both written and verbal)
12
Client Implementation Program Manager Resume Examples & Samples
- Ensuring strong coordination and effective transition from the Business Development Director, Credit Marketing Digital, for new Credit Marketing Digital opportunities with new clients and business expansion with existing clients to drive additional revenue
- The Client Implementation Program Manager will create solution-overview diagrams, solution roadmaps, level-of-effort estimates, Pricing Proposals, initial contract redlines and help to ensure compliance and membership approval
- Accountable for entire delivery lifecycle from requirements definition to post-production support, and ensuring solutions meet all business and compliance-related requirements
- Responsible for capturing client requirements and producing comprehensive business requirements documents
- Accountable for coordinating cross-discipline delivery teams that can include resources from EMS-Marketing Suite, EMS-Targeting, DA-Software, DA-Sciences, GCP, CIS and BIS
- Accountable for understanding how internal delivery systems and products work and the inter-dependencies between them in order to ensure smooth client on-boarding
- Accountable for ensuring highest degree of client satisfaction
- Responsible for coordinating with CIS post-production support
- Experience working in digital and omni-channel marketing, preferably across a mix of client, vendor and agency organizations
- Ability to capture abstract and complex business requirements and document in flow charts and comprehensive business requirements documents
- Working knowledge of the practical application of data, credit attributes, scoring and complex decisioning criteria for credit-related decision areas
- Relevant internship in client services/account management in an advertising agency, marketing company or client-side marketing department preferable
- Working knowledge of online and off-line development and production of
13
Client Implementation Business Analyst Lead-daas Resume Examples & Samples
- Ensuring strong coordination and effective transition from the Decisioning as a Service – New Business Consultant for new business at new clients (where applicable)
- Accountable for entire delivery lifecycle from requirements definition to post-production support, and ensure solutions meet all business and compliance-related requirements
- Responsible for capturing client requirements and producing comprehensive business requirements documents
- Accountable for coordinating cross-discipline delivery teams that can include resources from DA-Software, DA-Sciences, DA-Fraud, GCP, GTS, GPD, Automotive, CIS, BIS and ECS
- Responsible for expanding Decisioning as a Service presence at existing clients to drive additional revenue. Decisioning Consultants shall create solution-overview diagrams, solution roadmaps, level-of-effort estimates, Pricing Proposals, initial contract redlines and helping to ensure compliance and membership approval
- Accountable for ensuring highest degree of client satisfaction
- Responsible for coordinating with DaaS Support for post-production support
- Ability to capture abstract and complex decisioning requirements and document in professional grade flow charts and comprehensive business requirements documents
- Excellent knowledge of the decisioning process and the practical application of data, credit attributes, scoring and complex decisioning criteria for credit-related decision areas
- Effective communications skills to work directly with clients, sales, and the technical staff, including verbal as well as written (e.g. requirements writing)
- Excellent knowledge of existing Experian products and services across multiple businesses (CIS, DA, BIS, Auto and ECS) and ability to deliver via Decisioning as a Service
- Ability to program-manage large complex multi-dimensional projects
- Ability to delegate effectively across a matrix organization
- Technical ability to access systems and logs for research requests and data analysis (but would not perform developments tasks)
- Bachelor´s or Master Degree
- 6-8 years of related experience
14
Client Implementation Manager, Director Resume Examples & Samples
- Manage new account onboarding, Treasury product onboarding & implementation to provide excellent customer experience
- Manage the activities within the Client Onboarding and/or Treasury Management Implementation group to ensure quality delivery of new accounts and products to the Bank's customers including tracking and reporting, utilizing tracking and performance metrics to ensure quality and meeting or exceeding client expectations and established Service Levels
- Develop and implement strategies to improve and re-engineer processes to increase cost efficiencies and improve the client experience through the onboarding process for new accounts and Treasury Management products, delivery times to market, and improve SLA's
- Insure entire operation is compliant to all bank policies and regulations. Ensure that staff efforts are integrated and aligned with, TBOA market objectives, product development and management, client experience activities and objectives
- Ensure that staff is knowledgeable about current onboarding and treasury management strategies, treasury management product features and benefits, and technical developments. Actively ensure compliance with the Bank's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures
- Actively participate in any required corporate and business line Compliance
- Approximately ten years direct experience in managing operations and support staff, or equivalent combination of education and experience
- BA degree desired, MBA preferred
- Thorough knowledge of Treasury Management product lines, operations, and services; good knowledge of banking
- Strong ability to manage performance, accountability and quality control to deliver customer excellence
- Extremely effective at collaboration and leveraging resources. Must be a self-starter and have the ability to work independently
- Must have the perspective and analytical acumen to create innovative solutions to tough problems and the motivation and drive to meet continual new challenges
- Ability to work independently to make recommendations based on conclusions, and implement upon approval
- Proven ability to organize and coordinate multiple work assignments
- Project management and professional human relationship skills are essential. Requires outstanding communications skills: ability to make presentations to all levels of bank management, ability to represent the Bank in internal and external speaking engagements
- Excellent verbal and written skills required
15
Client Implementation Business Analyst Resume Examples & Samples
- Deliver solutions requiring decision and rules based processing using a variety of Experian Decision Analytics products
- Develops and implements product solution with accompanying documentation
- Ensure solution meets client requirements
- Primary role and responsibility for solution development, testing and support
- Communicates and collaborates with internal technical personnel and functional groups to deliver product systems
- Develops quality specifications and tests systems to ensure delivery of complete product solutions
- 0 to 1 year related experience as a software developer, programmer or systems analyst
- Bachelor degree in MIS, Computer Science or other related degree
- Ability to work in fast paced environments and possess the ability to prioritize multitask in support of the build and delivery of multiple software solution projects at any given time
- Strong English communication skills, both written and verbal, and possess the ability to interact with internal levels of an organization
- Basic understanding of software languages
- Conceptual knowledge of Systems Development Life Cycle (SDLC), Rational Unified Process (RUP), Data Modeling or Agile Methodologies
- Flexibility to travel if necessary
16
Client Implementation Manager, Director Resume Examples & Samples
- Develop and implement strategies to improve and re-engineer processes to increase cost efficiencies and improve the client experience through the onboarding process for new accounts and Treasury Management products, delivery times to market, and improve SLA's. Coach, counsel and develop managers and supervisory staff i.e. hiring and training staff; prepare and conduct performance appraisals; and preparation and implementation of new and updated policies and procedures
- Insure entire operation is compliant to all bank policies and regulations
- Ensure that staff efforts are integrated and aligned with, TBOA market objectives, product development and management, client experience activities and objectives
- Ensure that staff is knowledgeable about current onboarding and treasury management strategies, treasury management product features and benefits, and technical developments
- Extremely effective at collaboration and leveraging resources
- Must be a self-starter and have the ability to work independently
- Project management and professional human relationship skills are essential
- Requires outstanding communications skills: ability to make presentations to all levels of bank management, ability to represent the Bank in internal and external speaking engagements
17
Client Implementation Consultant Resume Examples & Samples
- Works with Experian clients to implement Experian products and services with a primary focus on implementing Precise ID within the clients’ environment
- Reviews and analyzes client business and operations including workflow, decision process, strategies, policies, and business objectives
- Conducts requirement sessions with sales and client contacts to interpret client’s business and technical needs
- Identifies products to meet client requirements
- Develops business and functional specifications to reflect client business requirements
- Conducts or contributes to client meetings, prepares and distributes documentation on product requirements to clients
- Collects relevant client information to setup client program
- Develops, creates, and implements processes and procedures for product utilization with accompanying documentation
- Develops quality specifications and test systems to ensure delivery of complete product solutions
- May train client users on product technical and standard processes
- Communicates with clients to facilitate implementation and provide prompt responses to questions and concerns
- Oversees change control activities to implement client projects into production. Identifies and resolves systems problems prior to production implementation
- Develops internal and external documentation for product implementation and production, including process flows and procedures
- Diagnoses functional problems, determines corrective action and implements corrections with problem management framework
- Facilitates cross-functional problem solving teams to ensure product implementation adheres to project plan. Interface and provide support to the project and program managers
- Interfaces with external parties on behalf of Experian or the client to help facilitate various change management activities, factors, and issues
- Such activities may include interfacing with agencies, government regulators, 3rd party processors, etc
- Documents, configures and tests database settings for delivery to client
- Supports client User Acceptance Testing planning and execution
- Partners with internal support team to resolve client issues and transition client to production
- Collaborates with development and technical resources to report and resolve technical issues, and develop custom client strategies
- This position will be based in Costa Mesa, Ca.***
- Minimum of 5 years of experience working in project management and/or custom application development with client contact; past experience of implementing or leading implementation projects for strategy changes, tools or data conversions, and integration of new solutions within internal environments is a plus
- Strong knowledge of Microsoft office products
- Strong client service skills
- Proven ability to manage multiple tasks, establishing priorities so that customer commitments are met and internal resources are used effectively
18
Client Implementation Business Analyst Resume Examples & Samples
- May require a Bachelor’s degree or equivalent experience
- Typically requires a minimum of 5 years related experience
- Strong knowledge of a specific Experian product and its applications
- Strong knowledge of Experian products and services
- Strong knowledge of competitors’ products and services
- Strong knowledge of PC/mainframe applications networks and computer programming
- Strong customer service skills
- Good negotiation skills
- Works under minimal supervision. Normally receives no instruction on routine work, general instructions on new assignments
19
Client Implementation Resume Examples & Samples
- Responsible for detecting potential issues, escalating, and implementing solutions when issues threaten to delay the timeline or impact budget or business objectives
- Client-management skills which includes ability to assess/evaluate client requirements, facilitate group discussions, manage client expectations, resolve issues, and ensure client satisfaction
- Ability to identify and execute process changes and influence internal teams to adopt change for sustained impact
- 10+ years of related experience with operations or technology
- Need to have experience simultaneously working and interfacing with internal sales teams, various other internal stakeholders, and customers
- Experience in Client implementation / Consulting and Project Management
- Ability to deliver scalable solutions
20
Ukhb Client Implementation Manager Resume Examples & Samples
- To install and implement all corporate medical and dental new business clients
- To act as a conduit between the Sale & Client Management teams and the UKHB Operation to ensure smooth, efficient and fast new business client installations
- To have a thorough understanding of each aspect of the operational delivery of the UKHB products and services
- To fully understand the pre & post sales and client management processes
- Maintain an internal network of subject matter experts (SME’s)
- To review and improve the installation process and documentation on an on-going basis to ensure operational efficiencies and best practice
- To facilitate PM aspects of new client implementation to ensure good controls are in place and risks mitigated
- To problem solve with business partners and ensure solutions are managed alongside the implementation process
- Educated to A Level standard (preferably Mathematics and/or English) or equivalent by way of experience
- Line management and/or the ability to influence and engage across peer group
- Able to work via third parties (brokers/channel partners)
- Knowledge of product lines
- Clear understanding of operational functions
- First class communication skills
- Numeracy
- Problem Resolution
21
Glcm Senior Client Implementation Manager Resume Examples & Samples
- Minimum of 12 years proven and progressive cash management product set-up and management experience or equivalent
- Minimum 2 years working in a team leader or management role, managing teams of customer service or sales advisors
- In-depth knowledge of commercial cash management and electronic banking products
- Proven ability to deliver creative and flexible customer solutions
22
Client Implementation Manager Commercial Cards Resume Examples & Samples
- Knowledge of Commercial Cards products and solutions required
- 5 years of Commercial Card implementation / relation management experience required, with a BS/BA degree
- Proven customer management record
- Strong portfolio management skills with the ability to manage deliverables from multiple partners and work on multiple projects simultaneously in a time-sensitive environment
- Ability to develop relationships with business partners to ensure objectives are met and client has best possible experience
- Ability to work well with product management, sales, customer, and other staff to resolve issues and problems
- Team player who can readily enable others around them
- Must be able to work under minimal supervision and work well under pressure
- Strong sense of ownership and accountability
- Competent communicator both written and verbal in English, Dutch is a pre & other European languages advantageous. Must be able to adapt and tailor message to particular audience (Sales, Product, Operations, and Client)
- Effective disseminator of information to key parts of the business
- Detailed knowledge of Commercial Cards Solutions/Implementations products is a must
- Strong knowledge of Commercial Cards solutions and platforms, such as, SmartData, inControl, CenterSuite, etc is advantageous
- Proficient with Office tools: PowerPoint, Word, Excel, Outlook, Access etc
- Candidate should be able to perform implementations independently within 3 months
23
Client Implementation Consultant Resume Examples & Samples
- Bachelor's degree in a related field and seven years' relevant experience OR Master's degree in a related field and five years' relevant experience OR University certificate/undergraduate diploma from the National Bank University Program and nine years' relevant experience
- Completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH);An in-depth knowledge of Portfolio Manager, Introducing Broker, and Wealth Management products and services
- Proficient with Outlook, Microsoft office (Excel, Word, PowerPoint)
- Client facing implementation experience
- Strong and proven project management skills
- Client analysis and problem-solving skills
- Be adaptable in a fast-paced, deadline-driven, multi-faceted environment
- Passion for customer service, desire to connect with people and commitment to building strong relationships
- Ability to effectively prioritize and escalate customer issues as required
- Detailed, organized and results oriented
- Ability to multi-task, prioritize and work with stringent deadlines
- Skilled problem solver and analytical thinker
- Excellent communication skills including strong presentation skills
- Effective time and task management skills, ability to multitask and manage multiple projects in a fast-paced environment
- Ability to confidently and professionally manage relationships at all levels including senior relationships internal and external
- Bilingualism, both spoken and written (English and French) an asset
24
Manager Glcm Client Implementation Resume Examples & Samples
- Minimum of 4-5 years proven and progressive cash management product set-up and management experience or equivalent
- Knowledge of CMB’s international proposition / product capabilities
- Broad knowledge of HSBC Group capabilities
25
Client Implementation Resume Examples & Samples
- Experience in B2B solutions that include any mix of data, technology, and online
- Client facing and team management skills which includes ability to develop relationships, get teams to collaborate, and work through matrix organization
- Able to communicate effectively with and present to stakeholders, including senior leaders
- Ability to institute processes, and execute process changes and influence teams to adopt change
- Able to comprehend and use new technologies (e.g. Salesforce, Docusign)
- Self-driven, execution oriented, with passion for growth
26
Client Implementation & Transition Services Senior Account Manager Resume Examples & Samples
- Serves as an additional resource to investigate and coordinate issue resolution on behalf of client servicing and CITS
- Provides oversight support for implementation, set up, and legal documentation and engages with clients, relationship staff and other pertinent operational areas as an escalation point to ensure issues are addressed and any known risks are mitigated
- Manages and executes the administrative implementation, set up, and legal documentation needs of institutional trust clients and relationship staff
- Operates independently; has in-depth knowledge of business unit / functions
- Considered a subject matter expert (SME) for client implementation, set up, and legal documentation. As subject matter expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Carries out activities that are large in scope, cross-functional and technically difficult
- Executes the BPM input process
- Executes legal documentation tracking for monthly exception reporting. Provides monthly document deficiencies to relationship staff and works to resolve them
- Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
- Assist with coaching and continuous training for existing and new members
27
Senior Client Implementation Manager Resume Examples & Samples
- Manage the deal assignment process to ensuring proper allocation of deals to team members based on complexity, team capabilities, and client revenues/value
- Leading the implementation of operational plans and priorities to drive delivery of the agreed client execution strategy, ensuring Regional requirements and variations in the business model are accurately accounted for in our Client on-boarding methodology
- Serve as liaison between Client Management Implementation and other project stakeholders
- Support the Country Head of Implementation to ensure the performance objectives of the business are achieved
- Work beyond the scope of the Implementation function, to support sales, product, operations and the rest of Client Management to deliver the strategic objectives of the business
- Delivery of client implementation programs as part of end-to-end client execution and transaction fulfilment lifecycle
- Programme Delivery/Process improvement
- Global Liquidity and Cash Management or GTRF
- Experience in managing e-commerce platforms
- Commercial and Corporate customers
- Experienced project/programme manager with relationship management skills and/or industry product specialist
- Knowledge of HSBC Group, subsidiaries & product ranges
- Treasury/ Foreign Exchange knowledge
28
Senior Consultant, Client Implementation, HFS Resume Examples & Samples
- Be the point person for “franchise” clients with lots of high level exposure and Sr. Management oversight
- Lead discovery sessions to understand the client’s fund structure, current processes, scope of asset classes, and bespoke requirements
- Setup foundation data within HFS systems including funds and accounts
- Ensure all groups have completed their implementation responsibilities prior to go-live
- Partner with Subject Matter Experts to troubleshoot problems and derive solutions
- Writing and managing detailed project plans; developing innovative process workflows (as needed)
- Understand the technology platform and its functionality
- Build and maintain strong internal relationships
- Interface with internal and external IT to ensure all setups are complete
29
CIB Investor Services Client Implementation Manager Associate Resume Examples & Samples
- Conduct internal/external discussions to develop the master project plan
- Engage requisite stakeholders during periodic calls to evaluate progress, discuss and provide project updates
- Knowledge of required onboarding documentation and tasks
- Meet established deadlines and communicate delays to stakeholders
- Prepare and participate in client pitch presentations
30
CIB Gtb-client Implementation Manager Resume Examples & Samples
- Implement cash management solutions including Electronic Banking/ ERP interfaces / host to host connectivity / Services, Payables, Receivables and Liquidity Management
- Supports existing customers on cash management platforms and back office administration relating to cash management solutions
- Graduate with 3-5 years’ in Cash Management or similar environment in a financial institution, preferably in the implementation role
- Experience in project management – at least 2 years
- A good understanding of cash management products and services
- Knowledge of accounting principles & ERP systems an advantage
- Strong interpersonal, communication, influencing and problem solving skills
- Strong English/local language capabilities
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Associate Corporate Client Implementation Resume Examples & Samples
- Coordinate onboardings and recertifications for corporate clients in the US
- Act as a liaison for the SBO’s and Marketing Associates between Due Diligence, CARD/Recertification, Compliance and CSR to enhance the level of execution for our corporate clients
- Prepare and submit MAOS form to provide all initial required documentation for client KYC to be performed by Due Diligence. Follow up with Due Diligence to make sure KYC is complete
- Submit request via workflow to create a new legal entity in RMPM/CRDS/Atlas2
- Create groups and attach legal entities to groups in RMPM
- Coordinate with ITO Middle Office to link RMPM ID to existing Atlas RADIX number
- Submit initial Economic Dependency to link a legal entity to a Business Group in RMPM
- Assist with the completion of internal documents (RM Assessment, CAC form, Call Memo, Scoring Grid, and CSR MAOS screening & PAT Tables)
- Coordinate as needed with non-US Due Diligence, Compliance and CSR teams to ensure global flags are in place to avoid delays and reputational risk
- Centralize knowledge of KYC and CSR policies and procedures
- Cultivate relationships with Due Diligence and Compliance teams domestically and abroad
- Escalate urgent issues through the right channels in Compliance, Due Diligence, Recertification and CSR teams as needed
- Research public information and documentation on our clients, and pass this information on to the appropriate teams
- LATAM Credit Lines booked in New York – Liaise with Due Diligence to onboard new client. Complete form to obtain the approval of Portfolio Management New York. Contact LATAM SBO to obtain all documents necessary for account opening
- Manage client relationship for all KYC, Compliance, CSR questions and document requests
- N/A
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Team Lead-client Implementation Resume Examples & Samples
- Evaluates business trends and makes recommendations for future needs. Identifies and implements continuous improvement opportunities with measurable results while practicing effective change management skills
- Identifies training opportunities and ensures appropriate training occurs
- Minimum of 1 year of people leadership experience
- Ideal candidate will possess demonstrated leadership skills and experience, with the ability to achieve results in a dynamic, performance oriented environment
- Payroll or other human capital management knowledge/experience is desirable but not required
- 3 years' experience in Implementation, Client Services, Operations or equivalent role
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Client Implementation, Business Analyst Resume Examples & Samples
- The Business Analyst will lead and participate in the significant Client On-boarding programmes of work. It is the responsibility of the team to formulate the proposition and solution when required taking into consideration the NT Operating model, products and services. The person would be expected to lead any negotiation on change of scope via the identification of gaps with the ultimate goal that the client experiences a smooth, efficient and successful implementation
- The Business Analyst will be responsible for coordinating the end to end process, for 2/3 clients at any one time from the sales process through to implementation
- Working alongside Sales, Client Management, Operations or other sponsors such as Product to ensure full understanding of the objectives of the client
- Lead the shaping of the business proposition including the solution and architect of all asset management aspects and the creation of the operating model
- Drive collaboration across business lines to provide appropriate solutions while effectively balancing the client requirements against our organisational needs
- Translating the initial idea/client meetings from the sales process into a business-led programme of work requires
- Preparing the scope of the outsourcing
- Assisting in the creation of commercial proposals as well as the creation of implementation budgets
- Ensuring appropriate communication, governance and reporting of progress to senior stakeholders and attending steering groups as required
- Undertaking on site due diligence and working directly with the client
- Perform a Business Architect/Change role exploring solutions across
- Lines of Business
- The ability to solution and architect all aspects of asset management regardless of strategy and architecture
- Support complex Sales initiatives
- Working within a team of Business Analysts covering both consultancy and support roles
- Being cognisant of the larger programme and partnering with Project Managers where required
- Ensure that all implementations remain within scope & budget
- Outstanding problem solving skills
- Proven client facing experience along with an up to date understanding of the market/industry landscape
- A proven track record within a Client Onboarding Project environment within Investment Management, with a strong understanding of front to back business functions
- Prior experience of requirement gathering & documentation, target operating model design & implementation, business process reengineering and gap analysis
- Knowledge across a range of products and services, including, fund accounting, transfer agency and middle office is required
- A breadth of knowledge across custody, trade execution, OMS integration, performance, risk, data management, data transformation, client / investor reporting, back office, derivatives, collateral management, prime brokerage and lending is desirable
- Knowledge of known areas of issue in terms of likely client service requirements is required
- Capability to interact independently and autonomously with the most senior internal and external stakeholders
- Ability to communicate ideas and solutions effectively regardless of the audience
- Ability to manage and push-back to clients appropriately and at senior levels
- Excellent presentation & communication skills
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Client Implementation Business Analyst Resume Examples & Samples
- Bachelor’s degree in Business Administration or Computer Science discipline or equivalent experience
- Minimum of 5 years related experience
- Strong process and data modeling skills
- Strong knowledge of business systems applications programming
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Manager, Client Implementation Resume Examples & Samples
- Work with Sales Executives and Client Service Managers to identify opportunities for improving the implementation process, sharing leading practices across regions and markets
- Work with partners across the Organization (incl. Commercial Markets, HPO(Health Plan Operations)) to address issues affecting the implementation of specific clients, escalating issues to Commercial Markets leadership when necessary. Ensure project is implemented with contractual obligations and regulatory requirements. Multiple client projects will be taking place each month throughout the entire year. Participate in internal projects as needed
- Identify any issues in the implementation of all clients by facilitating the ongoing SCIT (Special Client Implementation Team) process, and drive accountability in the appropriate responsible partner(s) (communicating with non-Sales Operations partners when necessary)
- Collaborate with internal partners (e.g., Integrated Benefits Solutions) to develop service levels in implementing clients (e.g., length of time to implement a client), and monitor performance against service level agreements
- Assist Implementation Consultants in the implementation of high-profile clients when necessary (e.g., attending key implementation meetings). Analyze success of each implementation for proactive optimization recommendations, both within Sales Ops and outside
- Monitor the performance of Client Implementation Team members, drive accountability in direct reports and provide guidance on strategies to maintain or improve performance
- Possess initiative for process improvement initiatives both internally and with clients. Coordinate and prioritize project tasks, manage timelines, maintain project plans and communicate status to sales executives and clients. May need to travel to on-site client meetings
- When requested by Sales, educate potential ASO clients on what to expect during the implementation process. With very limited direction and oversight provide day to day and strategic leadership to a team of implementation service specialists. Apply expert knowledge of the implementation and large project process, providing strategic direction, make decisions and solve complex problems to move the business forward while managing a cross-functional implementation team
- Make decisions on the hiring of direct reports, including exercising the authority to terminate employment when necessary
- Coach and mentor Client Implementation team members
- Drive the Organization's Core Behaviors in all team interactions and activities. Additional responsibilities include, but are not limited to: allocating resources based upon project demand, proactively leading the identification and design of implementation process improvements. Empowered to make tactical and strategic decisions and is accountable for all activities performed by the team
- Lead training and implementations for mid to large scare clients. Must have excellent communication and client management skills in order to maintain positive client relations in a faced paced dynamic environment
- 7 - 10 years of Communications experience
- 5 - 7 years of expereince working in Cross-Functional Project Teams
- 3 - 5 years of General Office expereince
- 7 - 10 years of experince working in the Health Care Industry
- 5 - 7 years of Leadership expereince
- 5 - 7 years of Process Improvement experience
- 5 - 7 years of experience in Sales Support
- Producer's License - Accident & Health
- MS SharePoint
- Problem-Solving
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F&O & OTC Clearing Client Implementation Analyst Resume Examples & Samples
- Account and reporting set-up
- Coordination with other internal teams for account set-up including technology, reference data services, collateral management, clearing etc
- External exchange set-up
- Client web access set-up
- Basic understanding of global financial markets (Derivatives, Futures & Options, Fixed Income) and regulations
- Ability to act without immediate supervision and ability to take ownership of tasks and processes
- Experience with project management preferred
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Healthcare Client Implementation Manager Resume Examples & Samples
- 2 -4 years previous client interaction experience
- Previous client on-boarding experience preferred
- Ability to lead and collaborate at the senior level with excellent client relationship skills
- Ability to persuade, negotiate or influence internal and external stakeholders
- Ability to manage multiple priorities and resources in a dynamic environment across various departments, sites, and organize complex information
- Proven ability to communicate, translate and execute effectively across multiple groups
- Detail oriented with excellent follow through skills
- Positive, energetic attitude, with the ability to handle sensitive and pressured situations
- Able to work comfortably in a hands-on, multi-task, deadline-driven environment
- Strong listening, verbal (especially telephone) and written communication skills are a must
- Must be comfortable working in a fast-paced dynamic environment
- Ability to effectively communicate with internal and external customers with a comfort level delivering presentations and meeting facilitation
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Senior Consultant, Client Implementation, HFS Resume Examples & Samples
- Program management oversight of key project work streams for strategic client onboardings across all operations and accounting teams which include producing status updates to senior management
- Identify and escalate issues surrounding competing projects and programs; this role is responsible for driving the resolution path for issues that surface within or across projects
- Interact with clients, vendors and shared service teams to obtain understanding of status, milestones reached, and next steps on outstanding projects
- Provide direction and judgement calls for internal teams while providing necessary client communication to resolve external issues
- Lead discovery sessions with Subject Matter Experts to understand the client’s fund structure, current processes, scope of asset classes, and bespoke requirements
- Setup foundation data within Omnium systems including legal entities and accounts
- Writing and managing detailed project plans; developing innovative process workflows with Subject Matter Experts (as needed)
- Understand the technology platform and its functionality, interface with internal and external IT partners
- Minimum of 8-10 years of experience in the financial industry
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Senior Client Implementation Resume Examples & Samples
- 4 year college degree or equivalency required
- 2 years’ experience in the employee benefits /insurance industry experience required
- Strong understanding of key implementation and servicing functions for Group Life, Disability and Compass Voluntary preferred (Data Exchange and Billing)
- Strong interpersonal and partnership skills
- Excellent communication skills
- Strong organizational, planning and time management skills
- Strong computer skills
- Ability to travel
- Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations
- Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution
- Team Mentality: Partnering effectively to drive our culture and execute on our common goals
- Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions
- Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
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Accountant Client Implementation Resume Examples & Samples
- Acting as a point of contact for clients on all accounting matters for SPVs administrated by Corporate Services Dublin
- Maintaining a strong working relationship with all audit firms and challenge them where required to ensuring audits are planned and completed within specified deadlines
- Reviewing financial statements to ensure that they comply with relevant accounting standards
- Ensuring SPV’s meet all Companies Registration Office and regulatory deadlines
- Attending SPV board meetings and brief directors on the financial statements, responding to any queries they have
- Daily interaction with the accounting team to deal with day to day requests / resolve queries from clients & auditors
- Ensuring the accounting team are fully aware of the accounting requirements and deadlines for each SPV
- Attending client meetings and calls providing accounting advice where necessary
- Reviewing weekly Management Information Systems (MIS) on status of financial statements and escalating any issues to Head of Accounting
- Ensuring that quarterly statistical reporting to the Central Bank of Ireland (Financial Vehicle Corporation /Section 110) is completed within specified deadlines
- Assisting Head of Accounting with ad hoc projects when required
- Educated to Bachelor’s degree or equivalent qualifications / work experience with a professional accounting qualification
- Knowledge of accounting standards and regulations (including in particular, Financial Reporting Standard 101, Financial Reporting Standard 102, International Financial Reporting Standard 9, International Financial Reporting Standard 10, International Accounting Standard 39)
- Excellent Word and Excel skills
- Experience in a corporate services business/aircraft leasing sector would be beneficial
- Proven ability to review financial statements and provide detailed comments
- Previous relevant working experience
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Pwcc-client Implementation Analyst Resume Examples & Samples
- Responsibility of all aspects of the day-to-day administration of a portfolio of complex client cases
- Manage and enhance relationships with clients and Relationship Managers in Singapore and abroad
- Assist in motivation and development of staff
- Liaison with clients, investment advisers, asset managers, bankers and other professional advisers regarding client affairs
- To supervise junior staff members with work where necessary, training and development of junior staff
- To delegate efficiently and appropriately to subordinates
- May hold the position of “A” authorized signatory
- Ensure individual and team adherence to Key Operating Procedures and the maintenance of administrative and regulatory standards
- To have and maintain a detailed knowledge and understanding of international business matters
- To have and maintain an excellent working knowledge of international tax matters
- Good English, oral and written communication skills. Extra languages are an advantage
- Sound knowledge of investment products, principles and practices
- Hold Foundation Level of Relevant Technical Qualification (STEP/ ICSA /CIB) and be studying next stages
- Preferred sound academic background and having gained or be studying towards a professional qualification (STEP / ICSA / CIB) and must have relevant experience within the industry
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Project Manager Client Implementation Resume Examples & Samples
- Customer-facing or internal projects
- Project plans, finances, schedules, status reports, and other project management collateral
- Presentations to project stakeholders
- Deliver projects on time, within budget, to scope, and with quality
- Maintain relationships with internal and external stakeholders, as a leader of a project, representing Client Implementation and the wider company
- Contribute to methodology by submitting enhancement ideas and execute on improvement ideas
- Prior experience in a client (or vendor) facing project management position
- Stakeholder management and consultative approach
- Technical knowledge/experience and ability to liaison with technical teams
- Project Management certifications/education
- Experience working in Financial Services and/or Utility company
- Program management exposure
- Exposure to wide range of products, projects and internal/external stakeholders
- Extensive career progression opportunities available within a global company
- Working on both client implementation and internal projects
- Wide range of projects with diverse set of challenges
- Exposure to program management
- Working with new product launches and exciting new solutions
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Analyst, Client Implementation Resume Examples & Samples
- Work in a fast-paced, energetic & stimulating environment
- Be part of a dynamic and supportive team
- Proficient in MS office
- Demonstrated ability to identify and resolve problems in a timely manner
- Domain knowledge in Employee Benefits and Group Insurance is highly desirable
- Experience in Darwin is a preference
- Multi-tasking and the ability to meet deliverables within tight timeline
