Client Service Analyst Resume Samples

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K Rohan

Kylee

Rohan

56761 Hammes Divide

New York

+1 (555) 187 1048

56761 Hammes Divide

New York

Phone

p +1 (555) 187 1048

Experience Experience

San Francisco, CA

Client Service Analyst

San Francisco, CA

Moen-Grady

San Francisco, CA

Client Service Analyst

Works as part of the team to identify improvement opportunities and continuously improve CMU team performance
Assist Manager with training and development of new staff and current staff
Create performance reporting to identify key performance risk
Provide Risk Manager analytics support, and work closely with coverage team to help drive revenues
Assist with the development of systems enhancements or modifications to improve Institutional Support Operation processes
Create or modify customer agreements and work with Legal and Account Manager to deliver finalized version to client
Provide Risk Manager analytics presales support, and work closely with Sales to help drive revenues

Phoenix, AZ

Cib-client Service Analyst

Phoenix, AZ

Stokes LLC

Phoenix, AZ

Cib-client Service Analyst

Provide daily performance feedback to the tier 1 agents as well as contribute input to agents’ annual and semi-annual performance reviews
Identify opportunities for product development and enhancement, and process improvements
Publish MIS/Performance score-cards to senior management on a weekly and/or monthly basis
Partner with Production Management teams to troubleshoot complex network problems impacting client’s file transmissions
Create and execute against Service Plan in conjunction with Client and Sales initiatives/objectives
Provide information on identified client issues or product deficiencies for escalation to product management partners
Provide the client with support/information regarding interest claims and billing enquiries

present

Los Angeles, CA

Senior Client Service Analyst

Los Angeles, CA

Anderson and Sons

present

Los Angeles, CA

Senior Client Service Analyst

present

Training and mentoring of new employees
Willing to pursue exams with the American Society of Pension Professionals and Actuaries (ASPPA)
Facilitating cash movements within client portfolios
Assist Client Service Managers, Relationship Managers, and Product Specialists by compiling presentation materials for internal and external client meetings
Generate and provide key metrics and other reporting to manager
Take an active role in pursuing continued education
Leverage technology systems and tools for report rendering, task management, execution, and delivery

Education Education

Bachelor’s Degree in Finance

Auburn University

Bachelor’s Degree in Finance

Skills Skills

Strong analytical skills and ability to interpret complex data and distil into useful and actionable information
Strong attention to detail and excellent organizational skills
Able to manage multiple priorities with careful attention to detail
Excellent communication skills, ability to articulate complicated concepts or methodologies verbally and in writing to senior management and clients
Skills / Knowledge - Developing professional expertise, applies company policies and procedures to resolve a variety of issues
Strong organizational skills with the ability to handle multiple projects under tight, short-term deadlines
Develop a solid understanding of applicable benefit rules and regulations
Ability to provide professional and interpersonal communication when interacting with others
Responsiveness, accountability and adaptability
Ability to quickly learn large amounts of information, utilize immediately, and retain long term

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15 Client Service Analyst resume templates

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Cib-client Service Analyst Resume Examples & Samples

Research and respond queriesreceived from Clients within time-frames defined in respective Global service directories. Follow through with respective internal teams on exceptions
Track all queries received via CSX
Analyze query trends and engage product service groups in grass-roots discussions to mitigate such issues at a basic level. Also drive process improvement initiatives with these groups to ensure flawless delivery to Clients
Participate in various department and team projects to exceed Client expectations
Publish MIS/Performance score-cards to senior management on a weekly and/or monthly basis
Graduates (BCOM/BMS) with Nil to3 years of experience
Knowledge on Capital Markets and Custody Operation will bean added advantage
Excellent Organization and Time management skills. Should exercise good judgment in prioritizing client deliverables
Has to be extremely client-focused and result-oriented in approach
Should be a quick learner and should possess excellent analytical skills
Effective communication, negotiation & conflict handling is mandatory
Should understand the big picture and think out of the box to resolve client problems

Client Service Analyst Resume Examples & Samples

Addresses Merchant and Client needs by following established protocols to resolve inquiries pertaining to interchange, funding, billing and the electronic payments industry as a whole
Assists Merchants and Clients with accounts set up on varied front-end and back-end combinations, and varied vertical markets
Provides internal support to Client Service Advisor I’s and merchants to address more complex situations pertaining to interchange analysis, statement analysis, etc. and merchant escalations
Interacts cross-functionally with other internal departments to expediently resolve merchant inquiries and requests
Manages a daily case pipeline comprised of merchant requests and issues originating from phone queue calls as well as case escalation from Client Service Advisor Is and other such internal departments, ensuring timely case resolution that upholds departmental service standards, both internally and externally
Answers inbound calls received via an Automatic Call Distribution (ACD) system, from merchants and other entities associated with CPS merchant accounts, in addition to fielding internal questions and call/case escalations from Client Service Advisor Is
Properly addresses internal staff and external caller questions/inquiries and/or issues pertaining to any of the following
Minimum High School Diploma
Minimum 3 years of customer service experience
Minimum 6 months of Merchant Services or related back-end support experience
Minimum 6 months of computer software systems experience including Microsoft Office and 3 months of experience in PeopleSoft
Knowledge of merchant services / payment processing industry
Ability to provide professional and interpersonal communication when interacting with others
Flexible and adaptive to constant change
Ability to quickly learn large amounts of information, utilize immediately, and retain long term

Client Service Analyst Resume Examples & Samples

Assists Level I Advisors between sites (Tempe and Salem) with inquiries pertaining to proper call handling - including
Minimum 6 months of computer software systems experience including Microsoft Office and 3 months of experience in
Knowledge of North American Platform (NAP) Merchant Services / payment processing industry
Must be efficient and able to multi-task

Global Wealth Management Client Service Analyst Resume Examples & Samples

Established aptitude to understand, utilize, and improve technology platforms
Strong interpersonal, organizational, and communication skills
Strong focus on efficiency solutions
Knowledge of relevant industry tools (Omgeo, MarketAccess, etc.) a plus
Knowledge of Equity and Options products a must

Cib-client Service Analyst Resume Examples & Samples

Preferably have previous experience in a cash management role, with understanding of various aspects in clearing such as SWIFT, RTGS and GIRO and cash management products such as Time Deposit, FX and Sweeping
Enjoy investigating client inquiries in an efficient and accurate manner
Able to provide quality services in a high inquiry volume environment
Excellent command of English
Accuracy and ability to follow through Ability to work independently and in a team

Client Service Analyst Resume Examples & Samples

Oversee and strengthen the working relationship between Citi and agreed client(s) including attending regular service reviews and ensuring client expectations are managed accordingly
Responsible for fund launch co-ordination for agreed client(s)
Monitor metrics to ensure client satisfaction, initiating corrective action where appropriate
Liaison with auditors and regulators as appropriate
Establish and strengthen working relationships with Brokers and Custodians conducting regular reviews and providing insightful feedback to the client
Participation in new business initiatives as appropriate including due diligence and providing subject matter expertise for implementations
Participation in industry seminars/events and provide feedback internally and to clients as appropriate
Ensure compliance to all relevant laws and regulations
Design and maintain KRIs (Key Risk Indicators) to ensure that Controls Framework satisfies current business needs
Managing key control requirements including but not limited to MCA (Management Controls Assessment), Audit, BRCC (Business Risk and Controls Committee)
Establish proper Governance over business functions including offshore
Manage and oversee corrective actions, operational issues, claims and losses
Maintain processes/risks and controls infrastructure in core Citi platforms on regular basis
Develop and collate key operational/performance metrics (KPI)
Prepare and consolidate Operational Performance Metrics for MBR (Monthly Business Review) and other forums (Monthly Management meetings, ad-hoc reviews and etc.)
Monitor metrics to ensure the health of the business and client satisfaction, initiating corrective action where appropriate
Establish, and develop business relationships and cooperation with cross-regional teams to get timely support required to achieve goals
Maintain an effective cooperation within Global IPS network to exchange best practices and experience
Maintain significant functional and cross-functional interaction with peers, often at more senior levels
Stay current with trends in the external environment and apply insights to the role
Experience in Fund/Asset Management Industry
Experience essential in at least one of the following areas
1) Full Trade Processing life cycle across Treasury, Listed Securities (including ETD’s) and OTC
2) Full life cycle of Portfolio Accounting, Pricing, Reconciliations (Stock and Cash) and Performance Measurement
3) Full life cycle of Corporate Actions (Voluntary and Mandatory), Proxy Voting, Class Actions and Other Forms of Income
4) Full life cycle of Fund Order Processing and Fund Administration
Excellent knowledge of MS Office products including MS Excel, PowerPoint, SharePoint
Solid experience in finance analysis, business case development and execution
English is a must (upper-intermediate)
Strong analytical skills and ability to interpret complex data and distil into useful and actionable information
Advanced presentation skills (written and verbal)

Client Service Analyst Resume Examples & Samples

Work experience in Fund/Asset Management Industry
Full Trade Processing life cycle across Treasury, Listed Securities (including ETD’s) and OTC
Full life cycle of Portfolio Accounting, Pricing, Reconciliations (Stock and Cash) and Performance Measurement
Full life cycle of Corporate Actions (Voluntary and Mandatory), Proxy Voting, Class Actions and Other Forms of Income
Full life cycle of Fund Order Processing and Fund Administration

Client Service Analyst Resume Examples & Samples

Overall 5+ years of client service experience, at least 3+ years of experience within a large financial institution
Outstanding written and verbal communication skills are a must as the person in this role will be interacting with all levels of management within the company
Ability to facilitate the resolution of issues identified for applications in production, including serving as an intermediary between the end user, business steering committees, the product management team, and various technology organizations, ensuring application defects are fully documented and tracked to completion with a timely and accurate technology solution
Ability to assess application deficiencies and user interface challenges in order to recommend temporary workarounds, ensuring tasks and deliverables by the businesses can be met until a suitable enhancement solution is implemented
Ability to recommend usability enhancements based on analytical and practical assessment of user inquiries to streamline processes and enhance the user experience
Ability to work with minimal guidance, be a self-starter, proactive and possess the ability to deliver both positive and negative responses in an effective manner
Ability to provide transparency to users while exercising sound judgment and discretion

Middle Office Client Service Analyst Resume Examples & Samples

5:30am PST start time required for this position**
4 year degree in finance, accounting, economics, or related field
1-3 years operational experience supporting derivatives (settlements knowledge and familiarity with legal agreements)
SOTC- Settlement Operations Training Course (ACI Global- The Financial Markets Association
CISI- Investment Administration Qualification
Six Sigma green belt or similar experience
Ability to work under pressure and deliver assignments on schedule
Ability to work on multiple deadline-orientated tasks in a high energy environment
Solid knowledge of business desktop applications (Word, PowerPoint, Access, Excel)
Able to represent Franklin Templeton Services within industry working groups

Client Service Analyst Resume Examples & Samples

Act as a liaison between clients and JPMC partners
Identify efficiencies to improve the client experience
Escalation Management
Create/update procedures
Facilitate meetings/conference calls
Present to leadership team
Perform coaching evaluations
Provide guidance and directive to team members
Coaching staff on identified strength and opportunities
Request and produce Ad-hoc reporting
Analyze performance metrics
Monitor/adjust staffing according to volumes
Ad-hoc projects
Support Client Service Managers as needed
Act as Team Manager in Manager's absence
Advanced knowledge of TS1, EDS(HP) and Commercial Credit Card programs are preferred
Advanced knowledge of the JP Morgan Commercial Card program is preferred
Excellent communication skills - both verbal and written are required
Excellent organizational and multi-tasking skills required
Able to analyze numbers and situations
Escalation management skills
Good problem solving skills a must
Must be able to develop positive and professional relationships that enhance the ability to achieve results
Thrives under stress related deadlines
Must have good reporting skills, and an understanding of reporting databases
Ability to work with Vendor Management, and cross-departmental personnel
Intermediate to advanced skills with Microsoft suite of products including PowerPoint, Outlook, Excel, and Word
Able to work with different levels within the organization
BA/BS is preferred
1-3 years within a Commercial Card environment preferred

Client Service Analyst Resume Examples & Samples

Deliver proactive and reactive analytical and client service support to senior team members (Senior Client Executives) of the Institutional Client Service team as well as directly to clients and/or Consultants
Create, update and coordinate quarterly investment reviews, presentations and client communication materials using proprietary Russell models, Excel and other pertinent software
Design and create customized analyses and responses to ad-hoc client inquiries
Monitor and assist with comprehensive investment policy review and development, investment implementation/rebalancing, performance reporting and evaluation, asset allocation/asset liability work and verbal and written communication to clients pertaining to fund information or other client requests, projects or needs
Serve as back-up for senior team members (Senior Client Executives) including direct client interaction via email, telephone and in person. Conduct and participate in meetings as appropriate
Collaborate with other analysts in the assessment of fund managers and structures, participate in the development of new products to meet client needs, work with senior members of the team (Senior Client Executives) to ensure clients are aware of new products and other Russell developments
Conduct client employee education meetings and seminars when applicable
Bachelor's degree in Finance, Economics, and Investment/Actuarial, Mathematics or related area required
FINRA, Series 7 and 63 required, or to be obtained within 90 days
3+ years investment related experience such as market/economic impacts, investment analysis, or other related financial area
2+ years of institutional client service experience
2+ years experience working with asset allocation theory and modeling and performance measurement
Progression toward CFA

Client Service Analyst Resume Examples & Samples

Compliance with the Federal Reserve’s regulations that pertain to credit extensions (Margin and Loan management) as well as FINRA’s (Regulation T and SRO) rules pertaining to trade commitments
Reviewing and resolving trade and non trade commitments which include compliance, collections, overdrafts and trade related violations according to the Firm‘s policy and procedures and external rules and regulations
Providing assistance with various administrative and reporting responsibilities for the section
Providing subject matter expertise and service to Client Associates/Financial Advisors and Client Relationship Managers regarding alternative resolution paths as to how a trade commitment or equity deficiency (margin maintenance call) can be resolved
Providing assistance in implementing the Section’s and Department’s Critical Few Objectives..Qualifications

Client Service Analyst Resume Examples & Samples

Prior experience in the financial industry
2-3 years customer service experience in a call center environment
Ability to maintain composure at all times and can adapt accordingly to all business conditions

Client Service Analyst Resume Examples & Samples

Provide superior customer service to the branch office network (primary Financial Advisors) via income phone calls and e-mail inquiries
Conduct research on tool / technical issues
Provide point-of-call resolution
Provide assistance with Wealth Manageme
Strong financial planning background, understanding of Wealth Management Operations, products, tools, and Merrill Lynch systems
Technical adeptness: able to solve technical problems and act as a systems expert
Prior experience in the financial industry, as well as customer service experience in a call center environment is required, preferably 2-3 years. College background is preferred but not required
Professional Demeanor: Demonstrating patience, composure, and a client service attitude. Maintain composure at all times and can adapt accordingly to all business conditions
Problem Solving: Analyze and determine resolutions for moderately complex problems and initiatives requiring exception handling and working with multiple operational and / or product specialists to resolve
Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy client’s requests
Decision Making Skills: Thinking analytically, using good research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems
Flexibility and Adeptness: Handling multiple projects and daily tasks, adjust to a changing environment, adept to new approaches that improve overall work efficiency and effectiveness
Initiative: Identify process improvements; demonstrate a “self-starter” behavior and a willingness to help others, and show potential to require minimal supervision
Communication Skills: Communicate effectively, both written and verbally. Tailor communications to audience, actively listen and follow-up with questions and updates to involved parties
Teamwork: Strong interpersonal skills and the ability to work in a team environment

Client Service Analyst Resume Examples & Samples

Act as a single point of contact to Front Office for all operational questions/issues
Work closely with Global Operations, Trading Desks and Portfolio Managers on portfolio and transaction related issues
Monitor Client queries and responses for accuracy, knowledge gaps, and identification of quality needs and issues
Work closely with internal and external departments to proactively meet and exceed client’s expectations

Client Service Analyst Resume Examples & Samples

Coordinate and complete client reports and client service requests in conjunction with Sales & Service, Investment Centers, and other departments where necessary
Field client questions, fulfill standing and ad hoc requests for clients (i.e. monthly/quarterly consultant update questionnaires, compliance requests, audit requests, changes to guidelines, changes to contacts, etc.)
Resolve service related problems or questions and provide documentation as required
Analyze information to anticipate problems and issues ahead of time
Assist Project Management team as needed to include, but not limited to: manage and/or implement projects; own projects through the entire project lifecycle; maintain project schedules and plans; monitor progress and identify and manage issues
2-5 years of financial services experience preferred
Proficient with MS Office (Word, Excel, Outlook, PowerPoint, and SharePoint)
High accuracy, detail-oriented, and ability to work well under time constraints
Interpersonal skills necessary to communicate effectively with a variety of individuals including both internal and external contacts
Ability to cooperate in a team environment
Organize and prioritize time and resources to meet goals and expectations
Ability to resolve important and critical items

Cib-client Service Analyst Resume Examples & Samples

Act as Single Point of Contact for transactional, account maintenance and investigation enquiries
Ensure the prompt resolution of customer enquiries relating to the Cash Management Product
Develop, maintain and broaden partnerships with Clients
Promote use of self service tools to reduce number of Client enquiries
Promote sharing of experience and best practice across the Service teams
Participate in and support TS initiatives Identify opportunities for product development and enhancement
Develop internal partnerships (e.g. Implementations, Sales, Operations, Product and Technology)
Identify and escalate potential risk associated with Client activities
Overdraft management
Record all Client interactions (e.g. calls, meetings, issues, proactive communications)
Eliminate exceptional processes and identify process improvements
Advanced Responsibilities
Understand Clients' business to predict their needs and provide appropriate solutions
Host calls periodically with Clients to track issues and review service experience
Create and execute against Service Plan in conjunction with Client and Sales initiatives/objectives

Custody Client Service Analyst Resume Examples & Samples

Ability to quickly problem solve
Must be able to communicate on a professional level
Knowledge of BPS, Impact and SWIFT a plus

Risk Management Senior Client Service Analyst Resume Examples & Samples

Facilitate the resolution of client issues, which oftentimes includes serving as an intermediary between the end user, business steering committees, the product management team, and various technology organizations
Provide individualized, targeted system walk-throughs for key clients on complex features
Develop various guidance documents to facilitate the most effective use of the applications such as Helpful Hints, Quick Reference Cards, User Guides and Administrative procedures
Develop end-user communications to include details on new release features and functions, known issues and workarounds, as well as application availability, training, and other necessary system notifications
Perform QA on, and approve key documents such as training materials and UAT Test Plans
Make recommendations to the Product Development Team on enhancements that will streamline processing and provide a better user experience
Recommend candidates to senior management for global entitlement access based on the CISS guidelines for “least privilege access”
5+ years professional client service experience, with a focus on the information security and/or compliance, risk & control areas
Knowledge of Excel, Powerpoint and other MS products
Exceptional writing skills
Ability to effectively deliver both positive and negative responses
Self starter, proactive
Exercises sound judgment and discretion

CIB Investor Services Client Service Analyst Resume Examples & Samples

Agency Clearing, Collateral Management and Execution
Investor Services Sales
Excellent analytical, quantitative and interpretative skills
Confidence and initiative to take on responsibility and manage your own projects

Advance Product Support Senior Client Service Analyst Resume Examples & Samples

Minimum 3+ years experience in internet protocol and behaviors, i.e. different browsers, OSs preferred
Minimum 2+ years experience in customer support preferable in a call center environment preferred
Obtained or working towards Undergraduate Computer Science Degree
Understanding of Computer programming languages (.Net, Java, Perl, JavaScript, HTML, etc.)
Strong problem-solving, analytical, and communication skills, as troubleshooting and assisting our merchants are vital parts of the job
The ability to communicate effectively over the phone, IM, and via e-mail
Strong writing skills are useful in preparing e-mail communications with external and internal contacts

Cib-client Service Analyst Resume Examples & Samples

Provide the client with support/information regarding interest claims and billing enquiries
Act as escalation point for large money movements and escalated transactional enquiries
Liaise with Relationship, Product and Operations Managers regarding service issues
Understand clients’ business to help identify solutions, client efficiencies and cross sell opportunities
Identify opportunities for product development and enhancement, and process improvements
Eliminate exceptional and manual processes
Manage one-off projects as they pertain to specific client issues and products
Run Service Quality Reports and use the data to understand and analyze client's payment activities, patterns of client enquiries, opportunities for increasing client's straight-through rates
Advise clients on and assist with incremental account set up and operational procedures and liaise with Implementations to ensure these account set ups are correct
Manage risk through close attention to client overdrafts, unpaid bills etc and, escalate risk related issues to appropriate parties as required
Record client interactions in CSX (e.g. calls, issues, proactive communications etc)
Participate in risk reviews to ensure the procedures outline all activities that are associated to a request are properly documented
Participate in and support TS initiatives
A full working knowledge of NYDDA, MCAS, FTS, PRPC & TLM would be an advantage
Attention to detail and accuracy is an essential requirement as there are a number of varied processes that are undertaken across the group, adaptability and flexibility are also key skills for this role
An understanding of Treasury Services products, processes and risk policies would be advantageous
Ability to work to deadlines and good time management skills are required as the team have a number of production tasks set at specific times of the day and the deadlines must be adhered to and controls exercised as documented in procedures
Demonstrates the ability to manage multiple tasks and prioritize with minimal supervision
Keen on identifying risks and proactively suggest controls
Act with a high sense of urgency and integrity
Demonstrates cultural sensitivity and awareness
Work effectively with a team and self sufficient
Ability to develop and mobilize internal networks and resources
Good excel and PC skills are required and knowledge of Access would be advantageous
At least a Meets rating for YE 2014 and MY 2015
No active corrective action (Written Warning up)
At least 1 year in the current role

Client Service Analyst Resume Examples & Samples

Client Service covering Middle Office: Trade Processing, Portfolio Accounting, Asset Servicing
Risks and Controls Framework development
Business Performance Monitoring
Internal Communication and Interfaces
Full life cycle experience of at least one of the following Middle Office areas
Combine both business and financial insights to optimize results
Strive for high standards, seeking innovative solutions, driving continuous improvement of processes or methods and demonstrating a high degree of intellectual curiosity
Have passion for creativity and innovation within a productivity driven environment
Have cultural sensitivity/flexibility in responding to different cultures
Be self-starter, self-motivating - able to deal with uncertainty and complexity
Demonstrate out of box thinking
Degree educated or
Higher education complimented by relevant Professional qualifications namely IMC or CFA
Demonstrate and share comprehensive knowledge of discipline or technology
Define, implement and encourage creative solutions to improve business performance and Risks and Controls Framework

Client Service Analyst Resume Examples & Samples

Prior experience in the financial industry (3-4 years), as well as customer service experience in a call center environment is required
Communication Skills: Must be able to communicate effectively, both written and verbally. Tailor communications to audience, actively listen and follow-up with questions and updates to involved parties
Initiative: Identify process improvements; demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision

Client Service Analyst Resume Examples & Samples

Prepare the monthly and quarterly reports. Coordinate the information flow between Clients, Compliance, Fund Managers, Marketing and the local Sales / Client Care Teams to effectively distribute accurate Client reports within prescribed deadlines
Maintain accurate Client records and database (agreement, POM, key correspondence, standing instructions, Viaduct) in accordance with Company procedures
Act as Company’s interface with Clients and verify/ action Client instructions/ orders via email in a timely and accurate fashion. This includes dealing with incoming Client enquiries and requests on an ad hoc basis
Support and develop good working relationships with the local Sales/ Client Care Teams, the Investment Teams and all external/ internal Clients as appropriate, ensuring clear and accurate communication and minimal errors
Maintain a log of all internal and external queries on Viaduct on a daily basis
Ensure that the Team Manager/ Team Leader are kept aware of all significant matters and that complaints, breaches and incidents are recorded within required deadlines
Work with other members of Global Distribution Services and other parts of the Group on projects to improve procedures and raise the standards of the Department
Ensure that the appropriate information is supplied to produce management fee invoices
Previous experience working in the financial services industry, with proven experience working in the institutional and retail client service area, particularly in the area of client reporting and administration for UK and Continental Europe
Knowledge of internal procedures and controls
Knowledge of investment accounting to understand client reports and performance calculations
Understanding of client requirements and deadlines
Understanding of internal Invesco structure
Willing to study for relevant industry examinations
Able to prioritise tasks and manage time effectively to complete tasks within required deadlines
Keen eye for accuracy and detail
Able to demonstrate flexibility and adaptability

Ishares Client Service Analyst Resume Examples & Samples

This sales position will be responsible for further developing the iShares Switzerland business within the wealth (banks, independent asset managers and family offices) and institutional (insurances, pension funds and corporates) segment in Switzerland together with the existing team of sales professionals
Predominately telephone based work to identify new opportunities and pursue existing ones with professional investors in the Swiss market. Client profiling, lead identification, follow-up activities, setting up meetings, and sales execution
High level of client contact, by managing all inbound queries from new and existing clients. Pro-actively manage and execute outbound client activities and ensure all calls are courteously and efficiently handled with the highest professional standards
Potential strategic client coverage responsibility for lower tiered clients
Representing iShares at internal/external investor events
Diligence at updating the internal sales management system to ensure all client information is stored and tracked
RFP completion and data management. This is an opportunity to work on BlackRock’s proposals for large strategic clients selling a wide range of products
Contribution to the delivery of annual target of net new assets, generated from existing and new clients
Strong collaboration and information sharing with sales professionals covering the German-, French- and Italian-speaking parts of Switzerland and other iShares and BlackRock sales teams globally
Graduate calibre preferably with a background in Business, Finance or Business Informatics
Proven client services and sales support experience as well as experience in completing RFPs is an advantage
Fluency in English and German is essential for the role, solid French and/or Italian skills is a strong advantage
Excellent skills in Microsoft Excel and Power Point, VBA is a strong advantage
Strong phone selling skills
Good organizational skills, ability to manage own priorities and meet hard deadlines
High energy, motivated and pro-active individual, with a commitment to excellence

Client Service Analyst, Equity Trade Support Resume Examples & Samples

Responsibilities include but not limited to OTC & Notes, rate resets, settlements, nostro break resolutions, and intercompany/intersystem reconciliations
Handle queries from Front office, Product Control and external counterparties
Perform UAT Testing and implementation of related system/product functionalities
Monitor and execute all life cycle Note activity, such as interest coupon payments, full and partial redemptions, “death” puts and maturities
Minimum of college graduate to 2 years’ experience

Cib-client Service Analyst Resume Examples & Samples

Providing support for inquiries will be received via phone, email, and internal case transfer for clients and internal partners
Monitoring of various queues for detection of file transmission issues and to ensure SLAs are met
Troubleshooting of file transmission problems for all rejected files
Troubleshooting of connectivity and security related errors or failures
Ensure that client satisfaction and confidence in JPMorgan Chase products and services are at or above departmental standards
Accurate and timely documentation of all inquiries received
Monitoring of the group mailbox and assignment of email inquiries that require investigation
Support the development and maintenance of policies, procedures, and training materials
Escalation of issues as necessary, ensuring that the defined escalation procedures are followed
Partner with Production Management teams to troubleshoot complex network problems impacting client’s file transmissions
Partner with the leadership team, other team members, and business partners to resolve client issues and to meet business goals
2+ years of Customer Service experience
2+ years of Technical Support experience
Able to work a shift that falls between the hours of 8am and 6pm ET
Able to work on holidays and outside of normal coverage times as needed
Be self-motivated and self-managing, demonstrating sound judgment and effective decision making
Effective analytical approach and complex problem solving skills
Able to perform a broad range of tasks and project assignments concurrently through effective prioritization of work
Strong spoken and written communication skills
Able to translate complex technical information into simple terms
Ability to communicate and consult with clients concerning highly sensitive information
Able to build and maintain good working relationships with business partners and technology
Knowledge of cash management and related services, as well as a thorough understanding of financial exposure and operational risk associated with bank products and services
Familiarity with text based file formats such as NACHA, BAI2, EDI, ISO, SWIFT, and SAP IDOC
Experience working with Mainframe environment and/or command line interface
Working knowledge of various FTP communication technologies
Working knowledge of FTP transport and payload security technologies
Working knowledge of various Operating systems such as Windows, Linux, and Unix

Client Service Analyst Resume Examples & Samples

1+ years of work or prior internship experience
Bachelor's Degree in Economics, Finance, and/or Marketing
Sold quantitative skills

Middle Office Client Support Client Service Analyst Resume Examples & Samples

Act as a single point of contact to Front Office for all operational questions/issues
Timely and accurate processing of transactions and security set ups and deliver timely, accurate and thorough bank and securities reconciliations
Work closely with Global Operations and diligently follow up on open items and queries to achieve timely closure
Monitor Client queries and responses for accuracy, knowledge gaps, and identification of quality needs and issues. Being alert to risks of misstatement of client positions or late settlement of client transactions
Playing as a team member and contributing all spare capacity to assist others
Work closely with internal and external departments to proactively meet and exceed client’s expectations
Commitment to continuous improvement of procedures and documentation

Client Service Analyst Resume Examples & Samples

Act as a liaison between our clients, internal customers, technology, and product management teams
Document, triage, communicate, escalate and follow-up on client issues and requests
Provide consultative support while promoting self service for future client issues
Share best practices to help clients optimize use of their card program services
Provide a high level of intuitive problem analysis
Support business partners in platform initiatives
Perform in-depth end-to-end reviews of client issues on a regular basis and provide analysis and recommendations to managers and senior leadership
Identify process improvements and own execution in some instances
Analyze performance metrics and request / produce ad-hoc reporting
Monitor and adjust staffing in accordance with incoming call and e-mail volumes
Support CAS Client Service Managers and Operations Manager as needed
Act as Team Manager in the Client Service Manager’s absence
Minimum 4 years of help desk or equivalent work experience required
Minimum 2 years of credit card / payment solution experience is preferred
Proficiency with card management platforms / user interfaces preferred
Demonstrate strong oral and written communication with peers and business partners
Experience improving business processes, workflow, and procedures
Solid analytical, organizational, and escalation management skills is required
Able to effectively build relationships with internal business partners and peers
Strong PC skills required including Microsoft Office products such as Excel and Word
Ability to work independently and also within a team
Thrives under stress and tight deadlines
College degree or equivalent work experience required

Client Service Analyst Resume Examples & Samples

Financial Industry experience is beneficial
Basic Accounting Knowledge
Travel to client sites is required
Must be able to travel about 6x/year or about 10%

Client Service Analyst Resume Examples & Samples

Assist in the retention and servicing needs of clients on a daily basis
Field plan sponsor and participant phone inquiries and provide follow up when necessary
Attend and participate in selected client meetings and sales meetings with V.P. and Director of Retirement as needed
Draft client meeting minutes for meetings attended
Conduct one-on-one participant education sessions and group presentations
Manage and provide schedule of retirement team projects, including regularly scheduled client meetings, plan record keeper request for proposals and new business request for proposals
Manage the day to day relationships of current clients as directed by the V.P. of Retirement
Take the lead on new client implementations and current client plan record keeper conversions
Work with plan record keepers in an effort to service current clients and problem solve client issues
Assist the team in performing investment due diligence on mutual funds and writing commentary for client reports
Assist in the creation of client investment reports
Manage quarterly billing process
Data entry into Salesforce
Assist V.P. of Retirement in lead generation and new prospect opportunities
Learn other lines of business offered at Sapers & Wallack and effectively communicate and cross-sell opportunities with new and current clients
Consulting experience and retirement plan experience a plus
Overall investment and industry knowledge

Client Service Analyst Resume Examples & Samples

Field incoming calls from the branch offices via the Merrill Lynch Service Network and provide assistance with questions regarding Control/Restricted Securities and the Officer & Director Service
Approve or decline Rule 144/145 ASAP transactions for branch office clients requesting to transact control/restricted securities
Interface directly with the outside issuer’s securities counsel to ensure the transaction request complies with the rules and regulations of the SEC, NYSE and regulatory bodies
Work closely with financial advisors (FA), client associates (CA), and branch office management as well as various areas within Bank of America/Merrill Lynch such as Legal, Lending, Specialized Securities Processing, and Executive Advisory Services [10(b)5-1]
Assist the branch office FA/CA with any questions regarding negotiability documentation
Provide additional support to various functions within E&ES i.e. monitoring of the trade utility for the Office & Director Equity Service, Legal Pending, process individual financing for Employee Stock Option and Direct Execution plans in accordance with firm policies and industry regulations
Participates in projects and process improvement initiatives as requested by leadership
1-2 years plus experience in the brokerage business
Understanding of Merrill Lynch systems and applications (Bridge, SPAN, Bloomberg)
Proficient computer skills and web navigation including Microsoft Office (Word, Excel, Outlook, PowerPoint), etc
Excellent communication and written skills and the ability to interface with senior management, senior legal counsel, financial advisors, trading areas and other ML areas to resolve issues
Ability to work effectively with financial advisors and legal counsels for the resolution of identified problems while ensuring strict compliance with complex regulatory requirements
Strong analytical and problem solving skills. Positive attitude, strong work ethic and team player

Client Service Analyst Resume Examples & Samples

Have advanced skills in PowerPoint, Excel, Word, and Outlook
Be extremely organized, flexible, excellent attention to detail and follow-through and delivery
Able to carry out research independently and convert same into succinct briefing notes
Demonstrate a proactive approach with the ability to fully understand the nature of the business and priorities within the team
Ability to work well under pressure, manage workload, conflicting priorities and deadlines effectively
Be resourceful and have the ability to work independently as well as within a team
Thrive in a dynamic business where accuracy, hard work and flexibility are imperative
Exercise appropriate judgment and discretion, especially when handling confidential information
Work well with multiple team members, many who travel frequently
Series 7 and 63 license helpful, but not a prerequisite

Cib-client Service Analyst Resume Examples & Samples

Fluent in spoken and written Hindi
Ability to present executive level summary data along with cost benefit analyses
Vocal and innovative advocate of client experience / employee experience
Strong computer skills including advanced knowledge of MSOffice
Above average analytical skills
Leadership skills that correlate to execution of actions and follow up
Basic Project Management skills
Issue/dispute resolution
Proven process Improvement skills and knowledge
Fluent Cantonese speaking skill is required
Technical expertise or experience with call recording technology

Cib-client Service Analyst Resume Examples & Samples

Demonstrated competency in supporting ACH, Clearing, and Disbursements. Lockbox, General and MCCY knowledge is a plus
At least 12 months in the Solution Center with a rating not lower than M in the last performance review
Ability to work in a fast paced environment and an adaptability to change
Strong organizational and decision making skills
Ability to multi task while working under minimal supervision
Exhibits ability to work effectively in a team environment
Must be PC literate with proficiency in W/MS Windows

Client Service Analyst Resume Examples & Samples

Analyst is responsible for resolving trade differences, respond to client inquiries, liaise with Asset Services team, and respond to ad hoc requests. The Analyst must be able to make decisions independently, confidently and ability to multi-task
Independent decision making qualities, while being mindful of associated risks and engaging Manager/Senior Manager when necessary
Minimum of college graduate to 2 years experience
Computer literacy, knowledge of Excel and Word, detail oriented, good problem solver, should have good communication skills and an overall knowledge of all International markets

Client Service Analyst Resume Examples & Samples

Provide assistance to global Franklin Templeton Services (FTS) departments on portfolio transactions, valuations and issues
Act as point of contact for all Operational questions and issues impacting the Traders and Portfolio Managers
Liaise with internal and external clients to resolve issues and discrepancies
Identify issues and track through to resolution, provide system support to Front Office
Compile Front Office statistics, Broker metrics as well as feedback from GTS to custodians
Track queries and issues for the Front Office and design more efficient methods of control
Take an active part in the testing of new systems/functions
Participate in the continuing development of the Middle Office Client Support operating model, and help validate proposed ideas/plans prior to implementation
Identify opportunities within FTS interactions to increase service offerings, improve efficiencies, evolve workflows, and minimize risks
Monitor daily failed and non-completed trades to ensure timely settlement
Monitor error trends with counterparties & custodians to ensure these are addressed
Participate in the risk assessment process by documenting failed/inadequate processes lending to an incident or potential incident
Maintain relationships with portfolio managers and traders and act as conduit for all their operational questions
Attend Front Office service review meetings and ensure that regularly-scheduled reports to clients are implemented and delivered
Maintain ongoing communication with broker and participate in broker review meetings
Participate in broker performance scoring and reviews with appropriate internal team members and management
Maintain ongoing communication with Custodian
Assist with the on-boarding activities for locally managed accounts
Support the conversion of any new clients or existing migrations and account level events
Gain insight to market initiatives, trends and new products and take a proactive approach on the impacts to the organization
Increase market knowledge by attending Network Management calls

Cib-client Service Analyst Resume Examples & Samples

Provide 2nd level technical support via daily chat and hotline
Participate in daily chat with Client Advocacy Team to communicate any issues that arise which require further escalation
Provide information on identified client issues or product deficiencies for escalation to product management partners
Provide SME support on programs delivered by TS Training and assess participant proficiency with mock calls and exercises
Recommend and facilitate implementation of modifications to training curriculum
Identify optimal training opportunities and assume responsibility for roll out of needed training initiatives
Act as a Coach to tier 1 agents. Provide structured On the Job Training for newly hired agents, or agents recently trained on new products
Provide direction on the proper handling and disposition of various call scenarios
Monitor SYMON boards and utilize judgment to assist in managing the various skills by allocating calls to appropriate agents and assigning agent resources accordingly
Assess daily deliverables and call patterns to prioritize tasks and direct staff appropriately
Provide daily performance feedback to the tier 1 agents as well as contribute input to agent's annual and semi-annual performance reviews
Acts as a back-up for TSG managers supervising teams of agents and participating in new product and process planning meetings
Draw upon extensive knowledge of TSG products and procedures to provide content review of Policy & Procedures and ensure accuracy of and agent adherence to internal procedures
Partner with TS Technology to participate in User Acceptance Testing for new product and program initiatives
Release and event support as applicable
Bachelor's degree strongly preferred
Minimum 2 years of Customer/Product Support experience required
Minimum 2 years of Technical Support experience preferred
Microsoft skills - Word, Excel, PowerPoint
Extensive knowledge of deposit, treasury and credit products, payment services, regulations, and related procedures
Effective problem solving
Ability to exercise sound judgment and make effective decisions
Ability to prioritize, handle multiple tasks, and work under pressure in a team environment
A self-starter who does not require close supervision with a positive attitude towards working with a diverse group
Multi-lingual skills preferred - Spanish and Portuguese

Documentation Management Operations Client Service Analyst Resume Examples & Samples

Manage documentation aspects of TS Client onboarding process which includes understanding the requirement from client letter and preparation of client documentation package and documentation review
Support the execution of Document Inventory Management system (DIMs) automated workflow which includes scanning and indexing of client onboarding documentation
Work closely with Implementation and Sales colleagues and other team members across regions to support client onboarding initiatives
Work closely with managers to provide feedback to improve DIMs workflow process
Provide administration support, tracking, and reporting as required
Performance of due diligence process and control-related activities
Prepare MIS / Scorecard as required by TL/PM. And monitor all relevant MIS data ensuring all issues have been resolved expediently
Adhere to all JPMorgan Chase and department policies
Provide support to team colleagues as required
Process request efficiently to maintain current portfolio and ensure aged items are escalated appropriately
Has to be extremely client-focused and result-oriented in approach
Degree or Diploma Holder
Preferably 1 -2 years experience with relevant documentation and system experience
Fluent written and spoken in Mandarin and English
An ability to communicate clearly with other internal teams such as Implementation, Sales/BM, Legal and WCOB
Strong teamwork and partnership
Demonstrable self-motivation, initiation and strong customer focus
Strong emphasis on a control-conscious team-working environment
Self starter, strong desire to learn the business and go the extra mile
Technologically proficient and have attention to detail and accuracy
Strong MS Word/Excel skills

Equity Client Service Analyst Resume Examples & Samples

Minimum of college graduate to 2 years experience
Ability to quickly problem solve
Computer literacy, knowledge of Excel and Word, detail oriented, good problem solver, should have good communication skills and an overall knowledge of all International markets
Must be able to communicate with traders on a professional level
Minimum of a BA/BS degree

Client Service Analyst Resume Examples & Samples

Minimum of one year fraud experience. Commercial Card Fraud experience is a plus
Knowledge of operational issues related to preventing fraud losses required
Has strong analytical skills and is process oriented
Ability to run queries out of MS Access
Advanced MS Office (Excel, Word, Power Point) skills
Must consistently use Microsoft suite of tools to perform analysis, create reports and interpret data
Requires strong computer skills including ability to analyze data from various sources, interpret various data structures, mainframe and common PC based software packages including MS Access, Excel, Word, and PowerPoint. Familiarity with Microsoft Project is an advantage, but is not required
Demonstrates analytical and problem solving abilities while possessing a mindset of accuracy and attention to detail
Ability to prepare financial and statistical data
A strong work ethic with a focus on the ability to drive change
Works collaboratively, shares information and effectively communicates with team members, departmental management and business partners
Able to manage and prioritize work and multi-task

Cib-client Service Analyst Resume Examples & Samples

Act as a Coach to Tier 1 agents. Provide structured On the Job Training for newly hired agents, or agents recently trained on new products
Provide daily performance feedback to the tier 1 agents as well as contribute input to agent’s annual and semi-annual performance reviews
Merger, release and event support as applicable
Floor walk/oversee team members and provide regular coaching and feedback
To be able to mentor the tier 1 agents
Position will require variable shifts
2-3 years of Customer/Product Support experience required
2-3 years of Technical Support experience preferred
Effective problem solving, oral and written communication skills
A self-starter who does not require close supervision
TSG-trained with extensive GSM-servicing preferred

Client Service Analyst Resume Examples & Samples

Provide client service to existing private markets investors globally. This includes, but is not limited to
Four-year degree; a major or minor in Finance or Accounting is preferred but not required
An interest in the private markets (private equity and private real assets)
High proficiency in Microsoft Office, particularly Excel and PowerPoint
Ability to work independently and efficiently in a fast-paced environment, with special attention to accuracy and detail
Must be willing to take direction and project assignments from multiple individuals and juggle multiple tasks, while ensuring deadlines are met and manager is kept apprised of all assignments
Good communication skills both written and verbal. Ability to interact in a professional and businesslike manner with colleagues and clients in person, as well as by phone and email
Ideal candidate will be self-motivated, have excellent problem solving skills, and the ability to work efficiently. Strong desire to work in a client service role
Must possess adequate Excel and PowerPoint skills

Client Service Analyst Resume Examples & Samples

Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem
Resolve issues by identifying underlying or hidden problems and patterns
Build knowledge of commercial treasury management products and services
Serve as a liaison between Relationship team, Operations, Treasury Management Sales and Implementations to provide the best service to the client, your department and the firm
Identify and control risk to prevent fraudulent account behavior and potential fraud exposure
Prioritize daily workload to maximize productivity utilizing time management and organizational skills
Follow all established policies, procedures and practices
Project a confident and professional presence to our clients, other bank departments and the community
Team building skills and interpersonal relationship skills
Desire to exceed client expectations
Expected to work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner
Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
Highly organized with ability to manage competing priorities
Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations
Preferred minimum of one to three years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry
Proficient PC skills including Word, Excel and PowerPoint

Client Service Analyst Resume Examples & Samples

Provides Tier-1 support of the Eze product suite, and coordinate with Eze tier-2 support teams as necessary
Provide operational support to Client Service Teams
Learn how our clients use the Eze product suite and work to understand their workflows from both a technology and industry perspective
Participate in training in the investment management industry and the technology behind it

Client Service Analyst Resume Examples & Samples

Support the day-to-day relationship efforts of the sales force
Engage and assist clients in their day-to-day marketing application of Equifax/IXI products; answer ad-hoc client questions
Provide product knowledge and analytical expertise for sales support (Pre-Sales/Post-Sales)
Review and interpret contractual requirements for clients
Manipulate data in Excel and PowerPoint to draw out observations and recommendations to help drive marketing initiatives
Perform analytical work including, but not limited to, national distribution profiles, trend reports, market assessments by client’s footprint, or heat maps
Possess the ability to manipulate and perform statistical analysis on transactional data using the Equifax/IXI data foundation and customer information
Engage internal groups such as Production, Product Management, Software, IT and Custom Analysts to ensure the fulfillment of customer deliverables
Create or modify customer agreements and work with Legal and Account Manager to deliver finalized version to client
Manage invoicing process at the discretion of Account Executives
Create and maintain internal summaries of contracts and fulfillment requirements
Develop an understanding of Equifax/IXI products and services, value proposition, and competitive landscape
One (1) to five (5) years of direct database experience with a demonstrated track record of success
One (1) or more years of direct marketing experience preferred with proficiency in creating data visuals (i.e., data summaries in charts and graphs)
Intermediate proficiency required for Excel and PowerPoint, SQL experience a plus
Aptitude and strong comfort level working with large sets of data
Excellent verbal and written communication skills, particularly the ability to prepare clear and concise client-ready documents
Ability to work well either independently or in a team environment, depending on task
Solid work ethic complimented by an ambitious nature, organization, and attention to details
Proven ability to multi-task and re-prioritize tasks based on established objectives
Strong interpersonal skills and willingness to demonstrate commitment to clients
High level of organizational, analytical, and methodical skills
Experience working in an environment with tight deadlines is desirable
Proficiency with Microsoft Office and preparing PowerPoint Presentations
Applies a new perspective on existing solutions to solve complex problems
Makes decisions within guidelines and policies that impact a range of customer, operational, process, or project activities
Works with others to achieve results and focus on best solution

Senior Client Service Analyst Resume Examples & Samples

Adhere to the calculation process to include timely processing of calculation and review of pension calculations and associated paperwork for correctness and completeness
Provide client relationship management inclusive of excellent written and verbal communications, responsive follow through and advocacy for client issues
Read and comprehend plan provisions from defined benefit plan documents, summaries of plan provisions and other related plan materials
Coordinate/distribute client reports and client feedback files
Review and maintain administrative procedures
Provide client related training to the benefit service center team
Coordinate with implementation team to achieve successful plan conversions. This includes assistance with system testing for new plan setups and plan modifications due to regulatory updates as well as setting up user acceptance test case calculations
Provide support for special projects and other tasks as needed
Identify, analyze, and assist in executing process improvements
Ensure final work products are of high quality and provided in a timely fashion
Training and mentoring of new employees
Effectively utilize pension analysts for completion of tasks and projects
Build teamwork
Take an active role in pursuing continued education
Bachelor’s degree preferred (a degree in Mathematics, Statistics or other analytical field will be considered a plus)
Three years experience in defined benefit plan administration
Understanding of standard regulatory aspects of defined benefit plan administration such as 415 benefits limits, 401(a)(17) limits, minimum required distributions, nonqualified plans and other defined benefit regulatory issues involving ERISA and IRS Revenue Rulings
Experience with multiple plans preferred
Ability to apply actuarial concepts
Qualified Pension Administrator (QPA) designation from the American Society of Pension Professionals & Actuaries (ASPPA), or demonstrated progress with the Society of Actuaries exams, preferred
Willing to pursue exams with the American Society of Pension Professionals and Actuaries (ASPPA)
Excellent analytical and mathematical capabilities, with great attention to detail
Demonstrate solid organizational skills, balancing and prioritizing multiple projects
Ability to solve problems efficiently while being innovative and creative
Experience with Microsoft Access is a must
Willingness to work overtime

Client Service Analyst Resume Examples & Samples

Provide premium service to assigned accounts
Provide 100% ownership (to resolution) of support issues from important accounts within assigned segment
Answer detailed client inquiries about MSCI products and methodology
Participate in developing client relationships through proactive follow up on issues raised
Lead regular calls with important accounts to cover outstanding issues and giving updates
Contribute to producing service reviews and service plans that support client renewal initiatives
Execute onboarding and training of Clients
Become a subject matter expert on analytics products and services
Championing process changes to improve Client Experience and Efficiency
Strong Bachelor Degree in Mathematics, Physics, Engineering, Economics or similar subject
Post graduate qualification in Finance (M.Sc./M.B.A./P.G.D.M.). Certifications like CFA/FRM will be an added advantage
Total work experience of about 3-5 years or more in the financial services industry out of which at least 2 years or more in a client facing/relationship management role will be preferred
Candidates with current positions in Market Risk groups, or client facing quantitative financial service providers will be preferably considered

Client Service Analyst Resume Examples & Samples

Achieve target renewal rate
Act as a trusted advisor for clients and their advocate within MSCI
3-5 years experience in a client service position in financial services
Excellent organizational, communication and presentation skills; strong attention to detail
Innovative, motivated, client-oriented and commercially-aware thinker
Ability to comprehend, simplify and communicate complex operational processes
Bachelors required, MBA or Masters Degree preferred
Proficiency in English is a Must
Knowledge of European languages is a plus
Ability to work across team

Client Service Analyst Resume Examples & Samples

Answer client enquiries about MSCI Risk Manager products and methodology
Provide Risk Manager analytics presales support, and work closely with Sales to help drive revenues
Enhance client relationships through proactive follow up on issues raised by clients
Strong quantitative skills in financial derivatives’ pricing model and market risk model
1-2 years relevant experience with graduate degree or fresh graduates are welcome to apply
A self-starter and highly motivated, ability to work individually and within a team
Strong organizational skills with the ability to handle multiple projects under tight, short-term deadlines
Ability to develop value-added contributions to both internal and external clients
Major in Financial Engineering, Financial Mathematics, Applied Mathematics, or Quantitative and Computational Finance preferred
Financial engineering in modern risk management (derivatives knowledge and modern risk management (middle office) area

Client Service Analyst Resume Examples & Samples

To play a key role in the client relationship by handling any daily operational issues requiring interaction between SEI operation groups and our clients
To provide a superior level of customer service and manage through to effective resolution all client first-level application support requests
Act as liaison between SEI’s Operations and the client on daily operational and business critical issues
Ensure timely response to customer queries on operational issues and provide effective resolution/facilitation of issues within the established service standards
Ensure that service requests and resolutions are recorded in issues tracking system
Ideally degree educated (or equivalent) with experience within financial services. Private banking, mutual funds and investment advisory is preferred as is industry knowledge of private banking, asset management and investment processing
Excellent project management, organizational and PC skills
Process-oriented with strong attention to detail
Ability to handle multiple tasks and projects with tight delivery schedules
Responsiveness, accountability and adaptability
Professionalism and leadership
Self-motivated and willing to learn
Supports a healthy team environment

Client Service Analyst Resume Examples & Samples

Collaborate with Investment Product & Strategies and the Client and Prospect Communications team to ensure consultants are provided with accurate and timely data for new and existing products. This includes responding promptly to all consultant requests for information and data
Work with Consultant Relations Managers, Investment Product & Strategies Managers and Publishing & Creative Services to generate presentation materials, briefing books and collateral materials required for meetings with consultants
Leverage the firm’s systems infrastructure to generate reports and analyses necessary to support our consultant relations effort
Work with Relationship Managers, Business Development Managers, and Investment Product & Strategies teams, to ensure the effective coordination and communication of ongoing consultant relations initiatives
As needed, coordinate product review conference calls with the research staff at consulting firms to ensure our product capabilities are positioned for inclusion in investment manager searches
Coordinate webinars and special events for consultants
Maintain internal systems with up-to-date information on consultant contacts, areas of priority, activities and opportunities

Operations Client Service Analyst Resume Examples & Samples

Provide customer focused resolution with ‘outside the box’ solutions
Consistently meet and exceed established quality and productivity goals
Enhance reporting to add greater transparency and accountability for customer requests
Effectively communicate any business environment issues or concerns to management
Provide Operations communication to Customer Service and Senior management when necessary
Maintain knowledge of E*TRADE policies and procedures
Must be a dynamic and self-starting individual, able to work as part of a team or independently
Strong organizational skills and prioritization techniques to adapt to changing priorities
Exceptional time management skills

Client Service Analyst Resume Examples & Samples

Acts as outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) and large or complex accounts
Manage calendars, coordinate travel and prepare expense reports
Prepares meeting materials and assists with the development of PowerPoint presentations
Schedule and set-up resources and technology needed for meetings and events, e.g., conference rooms, catering, WebEx, etc
Following all policies and procedures related to job responsibilities and participating in the training of departmental policies and procedures, documentation, and tools for Account Management, as appropriate
Establishing multiple corporate relationships, both within internal and external clients. Work with Assigned Account Executive and other team members on client renewals and new business
Researching claims and member inquiries as needed
Assisting in the development of client specific implementation plans and managing overall client implementations, including but not limited to approval by the client of Plan Materials
Assisting in client training and set up for remote system access and reporting
Participating in sales preparation meetings and finalist sales presentations as necessary; regularly attending and actively participating in company meetings as requested
Ensuring quick response and follow-up to client inquiries, including returning phone calls and emails within 2 hours and attempted resolution of all issues in less than 48 hours
Escalate client concerns where appropriate in a clear and effective manner
Strong attention to detail and excellent organizational skills
Must have the ability to multi-task in a fast paced and deadline driven environment
Must be able to maintain professionalism and a positive service attitude at all times
Superior interpersonal, performance management, problem solving and organizational skills
Superior verbal and written communication skills; ability to speak and write clearly and concisely

Treasury Management Client Service Analyst Resume Examples & Samples

Independently collaborates with partners to expand and retain business clients who have treasury management needs
Own maintenance of cash management services to fully meet the needs of existing clients including project completion and tracking (e.g. product/service updates and upgrades; new service level introduction/enhancements, compliance projects, etc.) as well as necessary review of any existing services utilized
Prepare, deliver, and review agreements
Adhere to all Risk policies and procedures including ECP Risk Testing initiatives
Mentor and coach Client Managers on team
Independently initiate and conduct necessary research that may need to be done in conjunction with on-going client needs
Generate cross-sell leads to sales teams and take lead position in regular Client Management sales initiatives
Maintain a more significant or in depth portfolio/work load than that of a Treasury Client Manager
Partner with the Implementation Specialist Team on more complex client implementations
For more complex client implementations, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO’s), verifying products are properly set-up in accordance with published service level agreements, providing technical support and training to clients concerning product usage and functionality and ensuring client satisfaction
Working with the Customer Account Maintenance (CAM) Group, open new DDA accounts field incoming client calls to effectively resolve questions, problems or concerns regarding account opening and/or maintenance requests within established service level agreements
Bachelor's Degree or similar work experience with 3 or more years of banking or cash management experience
Demonstrated success in a customer service environment
Possess strong independent analytical and data mining skills
Excellent verbal and written communication skills. Previous experience presenting to clients
Self-motivated and ability to participate effectively in a highly collaborative work team
Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships
Detail oriented and ability to follow through
Proficient knowledge of Microsoft Office Programs including Word, Excel and PowerPoint
Demonstrated understanding of working capital
Capable of mentoring others
Expertise in areas of risk adherence
Demonstrates ability to actively engage management and others with innovative ideas to enhance team’s overall performance
Certified Cash Manager (CCM)/Certified Treasury Professional (CTP) preferred

CIB Global Investor Services Cash & Liquidity Markets Client Service Analyst Resume Examples & Samples

Reviewing existing procedures while working to create additional efficiencies
Incorporating risk and business assessments to maintain and enhance process controls
Providing all levels of support for Third Party Broker Dealer Clients, Prime Services Clients, Custody Clients and CALM Direct Clients
Working closely with our CALM Partners (Product team, Solutions team and Execution team) on new initiatives impacting CALM’s client base
Onboarding of CALM Direct clients
Establishing and managing relationships with project sponsors, stakeholders and participants from Product, Technology, Operations, Client Service, and partner organizations
Providing concise, timely written and oral status updates to all levels of the organization on a routine basis
Influencing the growth of the CALM business by understanding the market, the clients, and the regulatory landscape
1 - 3 years experience in financial services with an emphasis on client service
Series 7/63 licensing required
Ability to work independently and take initiative yet values teamwork within a small group
Analytical and resourceful / strategic thinker
Comfortable with technology, including JPM internal systems and proficient in MS PowerPoint, Excel and Word

Client Service Analyst Resume Examples & Samples

Lead daily operational processes required to administer your client’s health and benefits program
Respond to client requests for reports, data, and participant information
Analyze issues, determine solutions, and ensure client satisfaction
Develop a solid understanding of applicable benefit rules and regulations

Operations Client Service Analyst Resume Examples & Samples

Build strong, trusted, on-going relationships with clients as their main point of contact for data inquiries, operational activity, methodology, and category enhancements
Address, troubleshoot, resolve, and communicate data quality issues/resolutions alone or in collaboration with other groups
Prepare written and verbal communications which clearly convey issues, findings, resolutions and impacts to external audiences
Proactively provide clients with an overview of data changes due to upgrades or launches prior to data release
Gather suggestions and represent need for enhancements from clients for internal discussion
Attend client meetings as necessary
Develop trusted relationships with Practice leads, Commercial teams, Operations, and Product
Effectively liaise with other Operations Client Service team members, Operations, Commercial, Product, Research Sciences, and other support groups to ensure ultimate resolution and communication of inquiries
Monitor and identify patterns in client inquiries that could influence changes in our processes
Master an understanding of NPD processes to support investigation and articulation of inquiries
At least 3 years of experience in retailer and consumer data
Strong capabilities to work daily in Russian, German and English (spoken and written)
Experience in communication with clients at all levels
Ability to partner with internal teams, monitor workflow, and assure follow-through
Strong organizational skills, with the ability to manage multiple projects simultaneously
Proficiency in Excel (pivot tables, v-look up and basic calculations). Advanced Excel skills strongly preferred
Able to travel domestic and internationally

Cib-client Service Analyst Resume Examples & Samples

Bachelor’ degree in Computer Science or 3 years or more application development experience
Working knowledge of Avaya CMS reports
Hands-on experience in C# 4.0, .Net and design techniques
Hands-on experience in ASP.NET, HTML 4, JavaScript, Perl, CSS, SQL Server 2008+ & Oracle Database
Experience in Telerik ASP.NET AJAX & Telerik Reporting is a plus
Knowledge of version and revision control practices and procedures
Performance tuning and troubleshooting experience
Call Center MIS Reporting experience a plus
Able to interact with all levels of management
Posses strong team building and interpersonal skills
Proven ability to manage workload and perform with a sense of urgency
Strong working knowledge of Microsoft Office products (Excel, Work, Powerpoint etc)
Demonstrated attention to detail to ensure quality of work
Experience and knowledge of Call Center Operations within a multi-site environment

Client Service Analyst Resume Examples & Samples

You will maintains an in-depth understanding of InvestorForce's reporting and data gathering products, their features, benefits, and application within the client environment
Present and train clients on new functionality
Facilitate routine and recurring communication with client management and the client's performance measurement team
Successfully navigate both client-facing and internal demands to facilitate the resolution of obstacles that could jeopardize client relationships
Manage client expectations effectively
Exhibit strong project management skills to help drive new client implementations
Works collaboratively with the technology team in the ongoing development and maintenance of the InvestorForce's platform
Other miscellaneous duties as assigned

Client Service Analyst Resume Examples & Samples

Must be IT literate and highly proficient in the use of the current version of MS Office Tools specifically of Excel where the candidate should be able to handle multiple spreadsheets and is familiar with advanced Excel tools used in data management
Must have excellent verbal and written communication skills in English
Undergraduate degree in Finance, economics, business administration or similar
Past experience in client facing servicing capacity (via email and phone) is desired (internship experience can be considered)

AS Client Service Analyst Resume Examples & Samples

To manage the Asset Servicing relationship of the firms top tier Hedge fund client base, internal FO businesses and Operational Partners
To differentiate Barclays from the competition and implement a commercial advantage for the firms Asset Servicing stakeholders
The successful candidate will have a solid track record of demonstrating superior client service skills, as well as strong verbal / written communication skills
The role holder will be accountable for maintaining all key EMEA Client Service team controls and processes, Query and relationship management of key clients/counterparties
The role holder will uphold Query management excellence at all times, be accountable for maintaining all Client Service KRI’s and KPI’s
The role holder will manage the relationships of a number of External / internal clients / stakeholders and be accountable for fostering a mutually beneficial relationship with Asset Servicing and other key operational partners
The role will require the successful candidate to represent Barclays on client / stakeholder visits, presentations and industry events
The role holder will be responsible for supporting all of the group’s stakeholders – including the firm’s Hedge fund client base, internal FO businesses - EFG inc. prime, Equity / Debt trading, legal & compliance etc., counterparties, Agents / Vendors and Operational Partners

Asset Management France Client Service Analyst Resume Examples & Samples

Helps client’s subscriptions and redemptions and insure the client’s onboarding
Configures the CRM tools (SalesForce)
Handles the Rebates Agreements : Follows negotiation of contracts, setup the systems, prepares reporting
Prepares the monthly Sales Report and other commercial KPI
Makes reporting for the Group, on monthly basis or on demand
Manages projects to improve the client reference’s quality of the orders Euroclear France
Manages Projects to improve the quality of the commercial activity

Operations Client Service Analyst Resume Examples & Samples

Build strong, trusted, on-going relationships with our French clients as their main point of contact for data inquiries, operational activity, methodology, and category enhancements
At least 2 years of experience in POS / Consumer data
French as native language
Strong capabilities to work daily in English (spoken and written)

Client Service Analyst Resume Examples & Samples

*This position will only allow Telecommuting for those that are current telecommuters
3+ years of Healthcare industry experience
3+ years of Client Service experience
Proficiency within Microsoft Office

Client Service Analyst Resume Examples & Samples

Be responsible for the ongoing client processes of small-market operations clients including: executing and peer reviewing refreshes and mass events; completing ad hoc items including blast emails, report generation/review and research on transactions; completing out of scope client projects; managing discrepancy reports, in conjunction with GOSS
Be responsible for the support of small-market operations new client implementation and successive benefits renewals, including: assisting with maintenance of open items and meeting notes; building BeneDetails; executing test plans for client configuration with guidance from Client Service Analysts and in conjunction with GOSS
Solid verbal and written communication skills; ability to present complex issues/data with a high level of clarity and impact
Excellent customer service
Experience with Microsoft Word, Excel, PowerPoint, and Outlook
Ability to influence others without formal authority

Client Service Analyst Resume Examples & Samples

Ensuring quick response and follow-up to client inquiries, including returning phone calls and emails and attempted resolution of all issues in less than 24 hours
Identify, track and report global issues to Operations Management and assist with root cause analysis and issue resolution process
Assist eligibility and enrollment analyst with eligibility issues as needed
Experience working in fast paced, high volume environment where SLA expectations must met
Uses careful listening, tact, and candor in all communication
Demonstrated problem solving skills; ability to dig into the details

Intermediate Client Service Analyst Resume Examples & Samples

Be responsible for planning and executing new client implementations and successive benefits renewals within the small-market operations, specifically: building and sustaining relationships to ensure excellent service, coordinate meetings with client and carriers; establishing and maintaining project plan, open items and meeting notes; effectively communicating system and procedural requirements to clients, carriers and vendors; facilitating discussion and recommendations for alternative solutions when necessary; gathering carrier requirements including requirements, file changes, account structure, test timelines, DMR submission and carrier mapping workbook review; gathering client requirements including completion of plan profile, life event matrix, rates, account structure; maintaining contact with clients and consultants to ensure project plan tasks are resolved, timelines are maintained and open items are resolved; configuring eElect and Auto-Bene; defining testing matrix and verifying client needs are met; executing test plans for client configuration and data, in conjunction with Client Service Analysts (Level 1) and GOSS; coordinating client training with trainers and provide supplemental client-specific training; gathering sign-offs from client and carriers; and peer reviewing BeneDetails
3-5 years health & benefits experience preferred
Strong organizational ability; including ability to prioritize tasks and handle multiple tasks simultaneously in a changing work environment
Ability to clearly and concisely define and translate client requirements to system configuration
Strong skills with Auto-Bene suite of applications and Microsoft Excel
Aptitude to understand data flow and movement
Ability to mentor

Client Service Analyst, Health & Benefits Resume Examples & Samples

Manage administrative and case management issues as well as data processing activities on a daily basis
BA/BS degree preferred
Two to Four years experience preferred or equivalent industry experience
CEBS coursework preferred
Advanced knowledge of Microsoft Access, Excel and Word
Experience with prior software implementation and training desired
Strong oral and written communiction, attention to detail and teamwork skills combined with the ability to work independently with minimal supervision

Senior Client Service Analyst Resume Examples & Samples

Be responsible for planning, organizing, directing, and executing complex, significant and/or high profile new client implementations and successive benefits renewals for the small-market operations
Identify and recommend opportunities to improve operational effectiveness and efficiency
Excellent verbal and written communication skills; ability to present complex issues/data with a high level of clarity and impact
Excellent skills with Auto-Bene suite of applications and Microsoft Excel
Aware of risk mitigation
Ability to work independently and on a team

Client Service Analyst Resume Examples & Samples

Bachelor's Degree (or higher) or High School Diploma/GED with 2+ year's of experience in client facing support role
Must be abstinent from tobacco and nicotine
2+ years in a client facing customer service and/or account support role
Proficient in multiple software applications including: Microsoft Excel and Microsoft Word
MS Project experience
Previous experience working in a healthcare environment

Risk & Control Client Service Analyst Resume Examples & Samples

Facilitate the resolution of client issues, which oftentimes includes serving as an intermediary between the end user, the product management team, and various technology organizations
Act as the subject matter expert to the Project team on utilization of current features in the tools and the processes/practices implemented in the businesses
Train the level 1 Helpdesk representatives and monitor ongoing correspondence to ensure they are providing timely, accurate and complete responses to user inquiries
Assist in the development of various guidance documents to facilitate the most effective use of the applications such as Helpful Hints, Quick Reference Cards, User Guides and Administrative procedures
Assist in the development of end-user communications to include details on new release features and functions, known issues and workarounds, as well as application availability, training, and other necessary system notifications
Format and distribute end user communications
Perform QA on key documents such as training materials and UAT Test Plans

Client Service Analyst Resume Examples & Samples

The Client Service Analyst will be responsible for all aspects of maintaining client information, from account openings, to transition management, to account restructurings and closings
The Client Service Analyst will be responsible for all aspects of the annual 15c/contract renewal process, coordinating our response across all functional areas of the firm – including investment management, compliance, legal, trading, and operations
Responsible for the day-to-day management of existing DCIO and sub-advisory client relationships, which includes regular client reporting, including oversight of the quarterly and annual reporting cycle as well as delivery of materials to clients on time
Work closely with the National Accounts team to develop client-specific presentations and to ensure timely production of books for both client and prospect meetings
The Client Service Analyst will serve as the day-to-day point of contact for their designated client account list, coordinating all facets of our business - investments, marketing, legal, sales, compliance, trading - with our National Accounts team
The Client Service Analyst will be versed in all Eaton Vance and Eaton Vance-affiliated investment products, and will be able to meet with key client contacts and research teams at each client to provide timely, accurate fund reviews
Where needed, the Client Service Analyst will participate in and raise Eaton Vance’s exposure at industry and client conferences/sales meetings
Expert in each insurance or mutual fund firms quantitative selection parameters and existing manager line-up; become proficient in “gap” analysis
Develop deep understanding of each sub-advisory client’s business and organizational structure; assist with development of “briefing” packages for each client/prospect meeting
Deliver both qualitative descriptions of the investment philosophy, process, and people as well as analytics demonstrating style consistency, performance attribution, risk management, portfolio positioning, etc
Will set-up and participate in portfolio manager due diligence meetings; will interact frequently with clients by phone and in person, serving as an additional resource to clients as an access point to EV products, people and resources
Expected to be knowledgeable about and conversant in the capital markets, client affinity issues and EV products, people and resources

Client Service Analyst Resume Examples & Samples

Represents client internally and coordinates with other functions to implement client systems, complete projects, and address ongoing service needs. (This function includes employees who are in dedicated on-site service roles.)
Jobs in this function may work closely with sales on renewals and upselling, but incumbents do not have specific sales goal accountability or primary responsibility to close sales
Account management jobs focused primarily on relationship and service management belong in this family; jobs with significant sales responsibilities or sales-related incentives (including 'OTH' plans) belong in a sales band
2+ years of Customer Service or Client Service Analyst experience
2+ years of previous experience in a role that requires issue resolution or analytical thinking
Intermediate level of experience with Microsoft programs including Word, Excel and Outlook
Previous experience with Rx Claims, RXTRACK and Navigator programs or similar programs is preferred
Previous Healthcare Industry experience preferred

Cib-client Service Analyst Resume Examples & Samples

Verify and evaluate client information and client KYC records
Ensure client records are complete and accurate
Escalation point for WCOB team with key stakeholders and their clients
Matrix reporting line to main WCOB Hub in Hong Kong; responsibilities to include providing team updates, MIS, and ensuring team is inline with Global Operating Model
Monitor team’s capacity, KPI’s, and KRI’s to ensure a smooth and seamless on-boarding process for our clients and front-office
Experienced in KYC and/or Client On-boarding
Strong technical skills (Microsoft Office - Excel, PowerPoint, Word)
Fluent reading and writing in Mandarin
Ability to directly address conflicts and escalate issues where appropriate and communicate effectively with all levels of management
Strong sense of accountability and ownership over end to end client on-boarding process
Developed problem solving techniques and solutions oriented
A team player who is comfortable working within a team and individually to deliver results
Self starter, ability to multitask and work effectively under pressure and stress
Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals and “think outside of the box” for achieving results
B.A. Degree or equivalent
Minimum 5-7 years' experience in financial services operations or compliance, Investment Banking, custody or client service

Client Service Analyst Resume Examples & Samples

2+ years of PBM experience in Account Management/Client Benefits/Service Contact
Customer Service experience
Issue resolution experience
Ability to travel up to 25% based on business needs
RXClaims experience
Microsoft Excel experience

Client Service Analyst Resume Examples & Samples

Participate in developing client relationships through proactive follow up on issues raised by clients
Provide client feedback to the Coverage, Product Management, Research and Data groups
Strong analytic, quantitative, and problem solving skills
Excellent communication skills, ability to articulate complicated concepts or methodologies verbally and in writing to senior management and clients
Undergraduate degree in finance, economics, statistics, mathematics, or other quantitative fields required
MFE, MBA, Masters Degree and/or CFA , or equivalent highly desired

Client Service Analyst Resume Examples & Samples

Create and enhance reports to track and monitor department metrics and quality. Identify data and create new data calculations and fields for team members and department leadership to better manage large scale projects/events
Performs data analysis, interpretation and make independant recommendations to Corporate Sales, Client Services and IT by troubleshooting and anwering inquiries that require an indepth knowledge of CMU procedures
Generate and analyze various analysis reports. Summarize findings and make recommendations to Client Services leadership for enhancements to managing end to end events
Facilitate technical development projects and process developments in response to the identification of process and technology gaps
Works as part of the team to identify improvement opportunities and continuously improve CMU team performance
Develops training materials for CMU Analysts & Specialist
4 years related experience or Bachelor’s degree and two years of finance, project management, contracts or auditing experience
Minimum of 4+ years of food service or contract customers
SAP and/or SUS (AS400)
Microsoft suite of applications (Word, Excel, Outlook, PowerPoint, Access)
Knowledge with Salesforce.com
Ability to excel in an office environment that is team oriented, high energy, fast paced, and friendly
Strong communication (both written and oral)
Knowledgable of Sysco systems
Identify process improvement opportunities
Solid understanding of business processes, MDA development and account contract management
Ability to implement change management practices

Client Service Analyst Resume Examples & Samples

Portrays a positive attitude
Flexible; adjusts to change
Work with various cultural environments/norms
Ability to follow direction
Accepts supervision/guidance
Complies with Company standards/policies/procedures
Displays professionalism in both conduct and dress
Basic PC skills
MicroSoft Word
MicroSoft Excel
Develops basic knowledge of TSYS organization
Ability to think analytically
Basic problem resolution skills
Basic industry knowledge
Develops assigned system or subsystem knowledge
Develops a knowledge of applicable mainframe or PC applications, to include
MAP
CBOS

Client Service Analyst Resume Examples & Samples

Client support to HedgePlatform Clients remotely, in their RiskManager needs
Portfolio Allocation setting for our clients on RiskManager
Follow up with the Production Team analysts about the Clients Portfolio Data Availability/completion dates
Quality Assurance of the Portfolio
Release data to client on a monthly basis
Portfolio Key metric review as part of the release to clients
Customized reporting to our clients
Modelling of
Position Based fund
Exposure Based Funds
Managed accounts
Programming Software
Bachelor's degree. A degree in economics/ business/finance/engineering is a plus
1-3 years of working experience (preferably financial experience in hedge funds, risk management, custody/ securities business)
Strong verbal and written communication skills. Fluent in English
General knowledge of details related to stocks, bonds, options and other traded instruments
Advanced knowledge of Microsoft Excel is a must

Client Service Analyst Resume Examples & Samples

3-5 years as a Commercial Construction Real Estate Closer or related real estate experience required. (Not mortgage, must have commercial real estate experience)
Thorough knowledge of real estate loan documentation, risk management and collateral monitoring
Advanced analytical, time management and organizational skills
Working knowledge of differences in state law (within region)
Ability to communicate effectively with customers, bankers and /or credit management
Some college education preferred

Client Service Analyst Resume Examples & Samples

Use our sophisticated database of tools to set up a client’s healthcare & group benefits database; define data fields, import data, design screens and create queries and reports
3-5 years experience preferred or equivalent industry experience
Strong self-starter, fast learner, quality conscious, committed to deadlines

Client Service Analyst Resume Examples & Samples

Act as the primary point of contact for resolution of customer issues, more complex issues, and inquiries for assigned accounts
Represent client internally and coordinate with other functional teams to complete projects and address ongoing service needs
Oversee all PBM operational functions pertaining to day-to-day management of the client
Assist eligibility and enrollment analyst with eligibility management as needed
Represent OptumRx on client calls and visits
Manage and load administrative overrides in accordance with clients benefit and policy
Identify, track and report global issues to Account Management and assist with root cause analysis and issue resolution process
Determine customer reporting needs and coordinate with Data Analytics and Reporting for standard reports
Participate and assist with coordination of client sponsored events
Understand and execute client contracts according to the terms and conditions
Stay abreast of industry trends and developments
Support client open enrollment process by helping prepare communication materials and attending open enrollment meetings
Follow all policies and procedures related to job responsibilities and participate in the development and maintenance of policies and procedures
Participate as mentor to new staff as requested
2+ years experience in a PBM client management role, or call center role
Previous experience with Rx plan designs
Previous pharmaceutical, managed care or healthcare Industry experience
Able to manage multiple priorities with careful attention to detail
Previous experience in a role that requires issue resolution or analytical thinking

Client Service Analyst Resume Examples & Samples

Responsible for the receipt and logging of all work requests, issues and problems received from the client or service providers via phone or email Action all client requests within defined service levels Provide second level technical support to clients and service providers and drive the resolution of these technical issues with key stakeholders Timely reporting, referral, follow-up and escalation of internal and external client issues to minimize disruption to service and overall impact to First Data clients
Provides consultative servicing in order to meet client and company objectives, and fosters positive relationships with the client and internal departments. Updates internal systems, communicates enhancements with expertise in product specific transactions, screens and reports, in addition to possessing knowledge of product/system functionality gained through experience Obtain and record all relevant details, data, examples and general information related to an issue for use in the problem resolution process. Liaise with internal and external stakeholders to investigate and resolve faults and issues Provide regular updates to clients on the progress of queries, requests or issues. Proactively contact client groups and continue to improve the relationship with those clients. Responsible for accuracy of communication, data and reports provided to clients Provide support for boarding activities, as required
Provides education and training as required Activities to ensure achievement of individual and business KPI’s Adherence to First Data policies and procedures Raise inconsistencies and problems with business processes and lead/participate in the problem resolution Assist in developing policies and procedures, as required Ad hoc tasks, as required

Client Service Analyst Resume Examples & Samples

Minimum 3 year Bachelors Degree
Minimum of 3 years client service experience with asset managers, hedge funds, corporate clients, CTA?s
Preferred experience within US Listed Options, Listed Derivatives and/or OTC client clearing
Strong interpersonal and relationship management skills, being able to communicate clearly and concisely in all manners including face-to-face, phone and email
The ability to work under pressure and multitask
Possess robust analytical skills, an attention to detail and a keen awareness of risk
Candidate should be a self-starter with the ability to work either on their own initiative as well as be a solid team player
Possess an ability to identify and deliver process improvements
Strong Microsoft Excel skills /PowerPoint

Client Service Analyst Resume Examples & Samples

Responsible for ongoing client processes of small-market operations clients, including
2 years’ health & benefits experience preferred
2 years experience in data analysis or development of technical specifications, management of HRIS systems, or Benefits Administration preferred

Client Service Analyst Resume Examples & Samples

Provide client feedback to the Marketing, Product Management, Research and Production groups
Act as point of contact for routine inquiries and data requests Keep up with current events and trends in the market place
A self starter and highly motivated, ability to work individually and within a team
Ability to speak and write in foreign languages a plus

Client Service Analyst Resume Examples & Samples

Consulting with customers to determine plan requirements as needed
Preparation and coordination of renewal activities including block calls, data collection and analysis, preparation of renewal letters, stop loss vendor reporting, and Medicare D reporting
Maintaining accurate information in the Customer Relationship Database (Atlas) for SAE/Field AM and Strategic Customer Business Plan
Collaborate with SAE to create and maintain a book of business analysis
Collaborate with Renewal Business Analysts on any Requests For Proposal and NBEA
Create and maintain a Customer Scorecard that aggregates customer information including trends, myuhc adoption and improvement opportunities, obtain information from Field Account Manager for service components
Facilitate issuance and signing of FI/ASO contracts ensuring quality of information, obtaining customer approval, acting as aliaison between the customer and legal, and supporting the process for non standard plan components
Serve as point person to the customer regarding communication of various UHG/UHC process or program changes
Support SAE in Project management 3rd party audits including claims and Medicare for the SAE as needed
Provide continuity in customer relationship through any types of book of business transitions

Healthcare Client Service Analyst, Oncology Resume Examples & Samples

A minimum of 5-7 years experience in market research or client management in the pharmaceutical industry
Possess the skills to contribute ad hoc analytics through various query functions within the database
Demonstrating leadership potential

Client Service Analyst Resume Examples & Samples

Responsible to drive Client Service initiatives within COEs and Industrials
Build and maintain effective interactions with Industrial stakeholders
Able to drive simplification Initiatives connecting Internal WCS and Clients
Be Client Service’s single point of contact for GE Industrials and manage communication at different levels within business organisation
Support Global standardization projects
Build and maintain relationship within AR teams and across functions
Emerging leader with 2-3 years operational experience
Lives the GE Beliefs
Quick learner, Customer focused, Effective listener
Excellent organisational, planning and Influencing skills
Able to articulate operational scenarios using metrics and data
Good teamwork skills; able to work effectively across functions and teams
Able to communicate at all levels of WCS and GE Industrial organizations
University degree in Finance / Economics or equivalent some directly related experience
Client Services, Receivables, credit management experience
Ability to work in project organization, manage tasks to deadlines, coordinate colleagues
Outstanding MS Excel capabilities
Demonstrated effective organization and Analytical skills, attention to detail
Strong verbal and written communication skills; Professional English Required
Customer service, Risk management experience and financial background
Experience in quality tools eg Six Sigma and lean methodology

Client Service Analyst Resume Examples & Samples

Putting yourself in the customers shoes and understanding how everyday products and services can help our customers now and in the future, and how they are the most appropriate for their needs
Accurately completing administration activities such as updating customer records and building customer contact information
Analysing a wide range of information to identify and address customer issues, implementing preventative actions that benefit the customer and Barclays
Keeping your knowledge of our products and services up to date, and knowing where to find information about them to ensure you deliver the most appropriate outcome for the customer
Using your time efficiently, keeping to personal work patterns and schedules to meet customer demand and ensure you achieve your own objectives on a daily, weekly and monthly basis
Experience of operating in a customer-facing or telephony role where service is paramount
Proven ability to meet performance standards
Experience of dealing with complex customer queries and complaints
Outcome: Following your interview, we'll be in touch within five working days of all interviews being completed to advise you of the outcome

Client Service Analyst Resume Examples & Samples

This role includes becoming an expert on the RxCCR data element components and processes
Entering and quality verifying system setup
Engaging in issue resolution activities
Acting as a SME in process development and improvement
Meeting departmental turnaround times and quality factors
Acting as a training SME to counterparts and new analysts
Previous experience in a PBM or Healthcare production-based role
2+ years experience in working in an operational environment
Experience in a role requiring excellent written and verbal communications skills
Previous RxCCR experience, entry or QA
Bachelor or Associates degree in Business, Communications, Health Administration, related field or equivalent work experience

Client Service Analyst Resume Examples & Samples

Update sales structure per clients ‘request and ensure that all new and required products are in system and ready to be processed
Under guidance, working on report generation process and provides guidance and support to clients daily or as a specialist on specific products/services
Ensures the contract fulfillment to specifications of basic and routine reports for defined customers. Reviews client data requirements with the appropriate internal resource to ensure that basic product deliverables meet the customer's specifications, including timeliness and quality
Follows IMS Health data verification protocols. Researches, analyzes and responds to client inquiries that are routine in nature. Provides support to team for client service meetings at customer sites. May produce ad-hoc studies on demand
Provide Training/support users on how to use program including Transition from current system to new system

Client Service Analyst Resume Examples & Samples

Suspend and de-activate (cancel) cards
View individual cardholder charge activity
View full balance and aging information
Reinstate cards
Update individual cardholder personal/account data
Utilize report functionality to review system administration changes
Basic program administrator training (as needed)
Assist with monthly client reconciliation
Facilitate conference calls
Request and produce ad-hoc reporting on behalf of the client
Act as liaison between clients and JPMC partners
Requires 3 years of experience in servicing an assigned Commercial Credit Card portfolio
Requires 1-3 years of Commercial Card environment/account management

Client Service Analyst Resume Examples & Samples

Prepare tailored marketing presentations for client meetings
Provide research and briefing notes on institutional prospects and existing investors in preparation for client meetings
Work with finance and fund operations teams to prepare responses to investor data requests
Maintain briefing notes on investor meetings held, track activities relating to investors and prompt relationship managers for follow up actions
Provide support in updating and running reports from the CRM System (eFront)
Assist in planning materials and logistics for investor meetings and events
Track road show target lists and meeting schedule progress
Draft, maintain and update fund-specific marketing and due diligence materials and exhibits, including, pitch books, teasers, due diligence questionnaires and investor-specific due diligence materials
Support the ISG and MIRA fund teams in shepherding prospective investors through the investment process from initial meeting to due diligence to the commitment closing process
Research and track competitor activity and market dynamics in real time, including fund terms, fundraisings and transactions
LI *GD

Health & Benefits Client Service Analyst Resume Examples & Samples

Lead daily operational processes required to administer your client’s benefit plan program
Respond to client requests for reports, data and participant information
Calculate benefits based on plan requirements
Coordinate with various departments to ensure client tasks are completed in a timely manner
Analyze issues, develop solutions, and ensure client satisfaction
Partner with members of the Participant Services and Implementation teams to address specific operational inquiries and challenges
Take on increased responsibilities, new projects, and expanded client interaction
Develop a solid understanding of applicable benefit rules and regulations

TLS Cash Client Service Analyst Resume Examples & Samples

Interfacing with multiple teams including Portfolio Management, COO, Marketing and Sales to develop and produce the materials for on-going deliverables, portfolio reviews, ad-hoc meetings, and new products
Coordinating calls/meetings with Investment Teams, Sales channels and clients to ensure continuity and quality across the global product set; developing and supporting the client experience for the cash management clients; contributing to building and maintaining team infrastructure and metrics; presenting current markets, investment strategy and the investment process to clients
BA/BS with a preference in Finance and evidence of broad skill set (option: CFA or MBA preferred – depending on level). Excellent interpersonal skills and ability to coordinate between various groups including Strategy, Investment Teams, Sector Specialists, Sales, COO, Legal, and other areas. Detail-oriented and be able to multi-task effectively. Analytical skills with an ability to understand and translate complex markets into client communications. Creative and critical thinker. Achievement- and team-oriented. Strong communications and writing skills. Fixed income, capital markets and/or economics knowledge preferred. Microsoft Office skills (Excel, PowerPoint, Word) required. Series 7 & 63 licenses or willingness to obtain license within 120 days of hiring

100

Client Service Analyst Resume Examples & Samples

Provides day to day administration and management Regional Market clients, including: Critical Thinking, Customer Centric, Responds to client requests, acts as liaison between client and internal areas, contributes to project status and strategic planning meetings coordinates client enrollment benefit fairs and participates in client driven audits and reviews and leads client driven projects and requests
Accountable for on-going customer service delivery, satisfaction and building a positive relationship with clients, partners and provides support to financial team by assisting with billing and reporting
Aids in Implementation of new clients and addition of MetLife product lines to existing clients
Partners with Proposal Unit to research and respond to RFP questionnaires

101

Bacc-e-commerce Client Service Analyst Resume Examples & Samples

Liaison with Support groups like eTrading Middle Office Middle/Front office in Asia/LDN/NY
Ensuring accuracy on performing reconciliations and reports
Researching on any queries/ requests (trade fails/feed issues) sent by the Business Partners/Client Support Teams and replying to the same with minimum response time
MIS generation & analysis/commentary
Create or enhance exception reporting and analyze to identify potential process improvements
Use large, complex data sets to analyze a key business problem and work with management teams to identify areas of improvement and report on results
Ensure Quality Control standards that have been set for all processes that are carried out in the team
Bachelors degree in Economy / Business Administration
Working experience on MS Access is a plus – includes trouble-shooting and maintenance of MIS data-bases
Able to work accurately and effectively under pressure
Good analytical skills and an eye for detail
Excellent Client focus and Customer care working practices
Controls Focused
Good team player with flexible attitude towards working hours due to the demands of the working place
Will need to develop market product knowledge

102

Client Service Analyst Resume Examples & Samples

Engages problem solving skills to ensure the match between customer’s core needs and UMR, identifies negative service trends and escalates/communicates as appropriate
Provides support to implementation and renewal processes as necessary
Assist assigned SAEs in the updating of internal databases, report requests, maintaining file records, reviewing and tracking customer documents, accepting and responding to calls when Strategic Account Executives are unavailable, and other issues as necessary
Serves as information resource to customers, sales support, marketing, account management leadership and management regarding account activity and ongoing operations
Responds effectively and professionally to customer and broker needs or requests by providing information, service, or by referring customers to appropriate staff
Assists in training and mentoring new Client Services Consultants as needed
Participates in or represents account management in special projects
Ability to develop and maintain positive working relationships both internally and externally
Team focus by providing support to other CSC’s as backup when required
Ability to deliver “speak-to” strategic bi-annual reports with recommendations to broker and customer developed in conjunction with an SAE mentor or Director
Face to face relationship building with groups and brokers, as recommended by SAE and Director
Actively engage in renewal support with SAE in presentations
Participates in Health Plan meetings, as requested by Director, providing Operational/Process/Procedure updates
Support SAE in Broker Book of Business analysis and service summary
Direct handling and support of assigned customers with non-medical benefit plans, ie flex or dental only, as well as small (<300 lives) medical customer/s as deemed appropriate by Director
Attendance at open enrollment or benefit fairs as required by Director to support current customers and SAE assigned customers as needed
Interacts with customer, broker, and internal UMR contacts with minimal assistance
Develops and maintains product knowledge, procedures, and administration
Demonstrates ability to be proactive, self-motivated, detail-oriented, creative and work with minimum supervision
Demonstrates effective time management skills and the ability to manage multiple priorities
Demonstrates effective interpersonal and communication skills
Demonstrates ability to analyze and think through issues thoroughly, identify alternative responses, and bring about an effective solution
Demonstrates a high degree of customer focus and attention to service
Projects a positive, team oriented attitude towards customers, vendors, brokers, consultants and associates, both internally and externally
Health Care, Benefits or Third Party Administrator experience
Proficiency within Microsoft Word (ability to create and edit documents)
Ability to travel up to 25% of the time (local travel within Utah - out of state travel for training)
Experience utilizing Microsoft Excel and PowerPoint
Sales Account Management experience

103

Cib-client Service Analyst Resume Examples & Samples

Input eWFM data for staffing and forecast purposes
Ensure proper staffing levels are maintained in departments
Represent Workforce Management to lines of business, and conduct WFM process training as needed
Train on the eSP exception process as needed
Ad hoc reporting and requirements planning as needed
Analyze contact volume trends and provide scheduling to best meet the business demands
Analyze potential performance using various scenarios on staffing, contact volume and shrinkage
Assess staffing requirements and implement schedule changes and schedule recommendations
Identify call center volume trends and averages on a daily, weekly and monthly basis
Coordinate schedules to include training, meetings, and miscellaneous events that could affect service levels
Create schedules based on staffing models that meets business needs and goals
Monitor representatives ACD work states
Suggest efficiency recommendations as and when required to improve staffing and scheduling

104

Client Service Analyst Resume Examples & Samples

Ensures accuracy of client databases and reports
Executes against agreed account plans to deliver solution orientated services that reflect both client needs and maximise one Nielsen opportunities
Manages expectations of day to day contacts with regard to service levels and project deliverables
Has a clear understanding of Nielsen in the market place and elaborates how Nielsen products and projects could benefit clients
Builds and maintains good working relationships with others in client service facing roles, off shore teams and other departments within Nielsen - helping to drive integration
Provide administrative and operational support to senior staff
Maintain accurate and up to date knowledge of Nielsen’s applications and the skills needed to draw insights from data
Performs analysis and interpretation of data to provide insightful responses to client queries
Structured, process driven approach
Strong customer service and interpersonal communication skills
Strong numeracy and analytical skills
Intermediate to Advanced Excel and PowerPoint skills e.g. Advanced formatting, pivot tables, V look ups
Ability to analyse and interpret data in a challenging and insightful manner

105

ESG Client Service Analyst Resume Examples & Samples

Drive revenue growth with outstanding client service
Serve as domain expert on MSCI's suite of ESG products and services
Monitor and ensure client satisfaction
Act as liaison between client and internal MSCI ESG Research teams for key client initiatives
Manage client inquiry and issue resolution process using SalesForce.com and other internal tools
Handle end-to-end processing for on-boarding and off-boarding ESG subscribed clients
Identify accounts at risk and create a plan to ensure revenue and client retention
Conduct calls with clients (health checks, training, relationship planning and review, analyst meetings)
Identify and communicate up-sell opportunities to sales team
Provide subject matter expertise in pre-sales/up-sell/on-boarding activities
Continually assess target market to understand positioning of MSCI's ESG Research products
Perform frequent testing of new product features
Bachelors required, MBA or Master’s Degree preferred
0-2 years of work experience in a client service position in financial services
Proficiency in English required, knowledge of European languages is a plus
Strong knowledge of financial institutions and the investment process
Should have prior Client Service experience
Strong interest in ESG and how ESG factors impact the investment process
Demonstrated project management skills - define scope, resources and time lines and manage to deliverables
A team player able to effectively manage the expectations of a diverse and demanding client base
Absolute personal and business integrity

106

Client Service Analyst Resume Examples & Samples

Working knowledge of commercial construction loan disbursements, project accounting, risk management, and loan documentation
Interpret legal documentation and terminology relating to New Market Tax Credit and Historic Tax Credit real estate transactions and servicing
Interact with insurance companies, monitor strict insurance requirements and update database with revised insurance information
Review title endorsements
Reconciliation of Bank Controlled Reserve Accounts
Organize and maintain various office electronic and hard copy files
Report preparation, monitoring and distribution
Set up files within systems; knowledge of Adobe Acrobat for paperless filing
Application of good customer service skills required in all aspects of responsibilities
Must have ability to multi-task and work in fast paced/time sensitive environment to support a team
Finance or Accounting degree or minimum 5 years in commercial real estate construction disbursement
Commercial Construction Real Estate Disbursement and Servicing experience required
Accounting experience required
Knowledge of low-income housing tax credits and tax-exempt bond servicing
Knowledge of legal documentation and terminology relating to real estate transactions
Familiarity with standards of business correspondence
Outstanding organizational, interpersonal and time management skills; detail oriented
Advanced computer skills, including Microsoft Office suite (Word, Excel, PowerPoint, Outlook, Access) and Adobe Acrobat
Demonstrated accuracy and thoroughness of work
Ability to monitor own work and work of others to verify quality
Ability to multi-task and take initiative, cheerfully and respectfully handling multiple assignments simultaneously and meeting deadlines in a fast-paced environment
Ability to organize work, set priorities, meet critical deadlines and follow up assignments with minimum direction
Experience in handling sensitive and confidential business matters and information with discretion

107

Client Service Analyst Resume Examples & Samples

BS/BA degree preferred and 1-2 years of experience
Well-developed customer service and relationship skills
General understanding of U.S. economy and employee benefits industry
Self-motivated to learn more about the business and is proactive in personal development

108

Client Service Analyst, Irbd, Tokyo Resume Examples & Samples

Supporting the work of field IRBD Japan team, contributing to client service of Blackstone’s Japanese institutional investors in our alternative products
Leading the client service effort in Japan and driving high satisfaction, quality and efficiency for clients. Responding directly to client inquiries and reporting requests through the collaboration with the finance, tax, legal & compliance team in NYC or other areas
Helping to drive change and process improvement based on data analysis and daily external and internal communication
Identifying opportunities for operational improvement and where efficiencies can be gained
Optimizing the client experience at Blackstone and help developing long term relationships and partnerships with clients
Proactively managing client issues and resolve problems in a timely and accurate manner. Ability to influence and partner with team members
Knowledge of fund accounting, taxation, and regulation such as Basel III is a plus
Knowledge of private equity, real estate and credit, particularly non-IG corporate credits, is a plus
Minimum of 3-year experience in buy-side client service
Native or advanced business level language skills in both Japanese and English (oral and written)

109

Client Service Analyst Resume Examples & Samples

Overall accountability for the day-to-day administration of multiple Group Account clients
Responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives
Acts as a liaison between the client and internal MetLife teams
Provides exceptional customer service to ongoing customer delivery and client satisfaction
Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations
Participates in client account audits and strategic planning process
Partners with Financial team in completion of client reports; analyzing results and identifying trends
Leads and coordinates implementation of new clients and the addition of MetLife product lines to existing clients
Participates in initial strategy meetings, establishes specific processes and reports, reviews contract documents
Completes broker agreements, creates process manuals and inputs and ensures accurate installation of data in MetLife systems
Assists in facilitating the execution of contracts to ensure compliance
Participates in cross-functional project teams
Maintains awareness and knowledge of MetLife’s and competitors’ products and trends
Able to navigate complex systems
Have experience in Client facing roles
College Degree or equivalent business experience

110

Client Service Analyst Resume Examples & Samples

Technical degree in a Computer related field preferred
Customer Support experience in a Technical Help Desk environment providing assistance via phone, internet, e-mail, or fact to face; preferred in a Medical Healthcare environment preferred
Impeccable customer service skills
Must be able to multi-task and prioritize well
Experience using ticketing system to track incidents
Demonstrated problem-solving ability
Broad range of network and desktop knowledge
Ability to give verbal instruction patiently to non-technical users
Proficiency in supporting the following products
Microsoft Operating Systems Windows 7/ XP/MAC Operating System
Microsoft Office 2010/2013 Suite (Outlook Email and Calendars)
Active Directory User Administration
Desktop and laptop hardware
Remote support technologies (VPN, Citrix, RDP, IE, Go-To-Assist)
Phone Support Administration (Move/Add/Delete)
Mobile Device Support (Blackberry/Droid/Iphone/iPad)
AV Support (Audio/Video) Conferencing, Vidyo, WAVE
Knowledge of Service-Now Incident Ticket Tracking Tool is a plus!
Ability to maintain a high level of client trust and confidence in the knowledge of and concern for clients’ needs
Technical and non-technical communications skills
Ability to establish user trust and confidence in the group’s knowledge of and concern for users’ business and clinical needs
Must obtain introduction certifications from the Customer Support Industry within a six month time frame
Must possess strong
Technical Customer Support
Reporting (Trend Analysis)
Follow-through skills
Phone skills and the ability to project professionalism, courtesy, tact, diplomacy, discretion and sound judgment
Must be able to
Multi -task and focus on numerous tasks/assignments
Work in a fast paced, team oriented environment
Must be
Highly motivated and multi-task oriented

111

Client Service Analyst Resume Examples & Samples

First point of contact for general queries directed to client services by phone, email or online case management
Ownership and management of client enquiry and issue resolution processes for specific case types using salesforce
Allocation of clients from the EMEA region
Supporting Client Coverage teams across EMEA to increase efficiency and enhance the client experience via best practice
The role will provide the opportunity to
At least three years of work experience in financial services Operations / Client Service function (preferred)
Bachelor’s degree in any discipline (required)
Master Degree in Business Administration/ Professional qualifications (preferred)
Working knowledge of MS Excel (required)
Excellent written and oral communication skills in English (required)
Must be attentive to detail with a willingness to learn and grow per the business goals
Confident and motivated to work in a global environment
Must have an appreciation for diverse cultural norms and styles
Prior knowledge of IPD products and experience of a client facing role (preferred)

112

Client Service Analyst Resume Examples & Samples

Manage a team of 10-12 employees
Interfaces with external customer
Interfaces with complex customer & internal service partners to advocate client needs and solutions
Uses thorough product knowledge to resolve unique or challenging issues on an individual needs basis
Act as a senior point of escalation for external and internal parties
Analyzes customer disputes and offers solutions that fit both client and company needs
Decision, approve, and process monetary credits to customer accounts
May maintain issues logs and may prepare monthly reporting
Monitors daily performance against established metrics
One to three years of proper experience in Branch Complaints or Customer Fulfillment. Specific knowledge of the policies, procedures and systems pertaining to servicing, operations or originations is preferred
In depth knowledge of Chase products and services in one or more of the following businesses: Consumer Branch, Mortgage (Servicing or Production), Business Banking, Credit Card, Fraud, Risk, AML/KYC, Chase.com, Chase mobile
Knowledge of and ability to make updates in OUI, KES, APECS, Tracker, CFW, TSYS, DTS, SBS, CIS, ACH, Input Accel, and Customer Assist
The ability to navigate across functional groups within CCB and across the firm
Proven customer-centric focus coupled with the ability to balance against controls agenda
Excellent time management skills – must be able to multi-task and independently maintain a pipeline of work
Excellent written and verbal communication skills, including proper phone etiquette
Strong presentation and relationship management skills
Exposure to and ability to learn basic database concepts and ad-hoc data query basics
Working knowledge of MS Office Applications (Word, Excel, PowerPoint, SharePoint, etc…)
Bachelor’s degree preferred, but will consider equivalent experience
Experience in collaborating in an on-site and geographically diverse environment
Excellent attention to detail and ability to analyze detailed business requirements, raise questions and seek resolution to outstanding clarifications required

113

Cib-client Service Analyst Resume Examples & Samples

Ability to act beyond established guidelines
Analytical skills
Client relationship
Sales presentation skills
LOB knowledge
Knowledge of business software applications

114

Cib-client Service Analyst Resume Examples & Samples

Provide second level technical support via daily chat and ACCESS hotline
Upload test files and provide explanation for failures
Provide support on programs delivered by TS Training and assess participant proficiency with mock calls and exercises
Respond to calls from internal and external clients within the call center
Act as a Coach/Mentor to tier 1 agents. Provide structured “On the Job Training” for newly hired agents, or agents recently trained on new products
Provide daily performance feedback to the tier 1 agents as well as contribute input to agents’ annual and semi-annual performance reviews
Acts as a back-up for Access Support managers supervising teams of agents and participating in new product and process planning meetings
Draw upon extensive knowledge of Access Support products and procedures to provide content review of Policy & Procedures and ensure accuracy of and agent adherence to internal procedures
Minimum 3 years’ of experience as a level 2 agent
Minimum 3 years’ of Customer/Product Support experience required
Minimum 3 years’ of Technical Support experience preferred
Strong knowledge on Checks and Check Print products
Strong knowledge on creating and correcting payment files
Microsoft skills – Word, Excel (pivot tables experience preferred), PowerPoint
Leadership experience strongly preferred with coaching/mentoring skills

115

Client Service Analyst Resume Examples & Samples

Business as usual: Ensure queries are logged and acknowledged/responded to within 24h, provide thorough investigation, especially in case of sensitive / risky items, and follow-up on pending queries with operations especially in case of aged items. On pending queries, intermediary updates should be provided to clients (internal and external) maximum every 48 hours
Risk Management and escalation: Ensure that any risk is spotted, reacted to in a timely manner, and escalated to the Corporate Actions Inquiry Section Manager if required, providing a summary of the issue and the investigation done and work closely together with the Corporate Actions Inquiry Section Manager on resolution. In addition, ensure aged items are escalated, if required
Communication and client management: Develop a good and sustainable relationship with internal and external parties (within all Corporate Actions processing sites and those external departments for which we regularly engage with and with our clients)
Team evolution: Coaching the newcomers and provide regular feedback to the Corporate Actions Inquiry Section Manager In addition, share any important information with the team (event specific, system related, client related) to develop the team and increase its efficiency
Process improvement/enhancement: Through the handling of the daily queries that deal with the full lifecycle of a corporate action event, be able to spot any potential processes that could be improved or further enhanced
Business Expertise: Basic understanding of how own area integrates within the sub-function
Problem Solving: Evaluates (sometimes complex) situations using multiple sources of information
Job proficiency: A Corporate Actions Inquiry Analyst must demonstrate the necessary skills and knowledge of the corporate action business. He/she must demonstrate an understanding of his/her duties and responsibilities. Given the importance of the interactions/interpersonal skills required for the job, he/she must work across lines of business and with different parties internal and external, as required
Personal organization: Given the need for accuracy, the Corporate Actions Inquiry Analyst must keep information organized and accessible. He/she must be able to prioritize work as required and manage his/her time effectively
Work quality/attention to detail: Given the need for accuracy and risk control, the Corporate Actions Inquiry Analyst must use a systematic approach to achieve high-quality results with attention to detail and accuracy in order to meet the client and organization's needs whilst being able to juggle with multiple demands and requests simultaneously
Initiative/sense of urgency: The ability to tackle problems and to take responsibility when dealing with difficult situations as well as the ability to prioritize based on business needs and client's specificity are key for a Corporate Actions Inquiry Analyst
Minimum education to GCSE level or equivalent – 5 passed (including Mathematics and English) – essential
A-Levels/Degree - preferable
Language skills: in addition to English, any skills in Italian, German and Spanish would represent a strong asset

116

Client Service Analyst Resume Examples & Samples

Develop a strong understanding of the day to day insurance operation processes, the data needed to support the processes, the client reporting needs and the deadlines for our clients
Assist with the development of systems enhancements or modifications to improve Institutional Support Operation processes
Prepare Statutory and GAAP reports to support client’s financial statements including Income, Cash Flow and Balance Sheet
Support all Investment Accounting activities related to our REIT Fund. Includes providing multiple reporting, journal entries and providing support for tables and footnotes in the financial statements
Coordinate and complete daily/monthly/quarterly client reports, support client service requests and direct client requests
Review and analyze all ad hoc, special and scheduled reports by the appropriate due date
Develop and maintain relationships with internal resources and custodian banks to resolve issues
Cross train and serve as back up on other Investment Operations functions
Maintain and nurture relationships with both internal and external clients
Work directly with Marketing, Accounting, Performance teams, Investment Centers, Sales & Service, etc. both locally and globally
Primary subject matter expert for assigned products and strategies
Encouraged to thoroughly examine current processes and identify ways to incorporate increased efficiencies and the promotion of automated solutions
Support special projects for Institutional Support Operations
0 -2 years directly related work experience in Investments/Accounting
Knowledge of Investment Accounting preferred
Previous experience in creating macros and messages
Proficient with MS Office (Outlook, Word and PowerPoint)
Exceptional Excel skills (expert level) and familiarity with Access databases
High accuracy and attention to detail
Strong organizational, prioritization skills; to meet high volume and speed expectations
Ability to work collaboratively in a matrixed and global environment

117

Client Service Analyst Resume Examples & Samples

Commercial and multifamily construction
Structured revolving facilities
Term mortgage lending
Subscription facilities

118

Client Service Analyst Resume Examples & Samples

Answer detailed client inquiries about MSCI products and methodology raised via the Client Service Line (Phone) or E-mail
Pass required levels of training to the satisfaction of your manager
Employees must be available to work Central European Hours
Excellent English written and oral communication skills; ability to articulate complex concepts and methodologies to clients and senior management is a must.Client facing skills – an ability to quickly gain the clients trust
Execution – well organized, ask questions, raise potential problems early
Ability to work in a fast paced environment with constant interruptions. Candidate must be able to keep track of multiple issues without leaving issues unresolved
A numerate Bachelor's degree in Finance, Engineering, Mathematics, Statistics, Economics, or related field
0-3 years of work experience
Relevant experience is a plus

119

Client Service Analyst Resume Examples & Samples

Support all aspects of the Private Equity client service function and assist in managing client relationships
Respond to investor, Morgan Stanley representative and consultant requests and questions
Create quarterly client letters for all Private Equity fund of funds vehicles and separate accounts. This includes compiling underlying data from multiple data sources using Word, Excel and AIP’s proprietary on-line Private Equity data portal
Assist in the planning and execution of AIP’s investor conference calls and other client events
Work with the Operations and the Information Technology teams to create and distribute custom quarterly reports
Contribute to the ongoing project to automate client reporting and make the process more efficient
Create and deliver customized materials in response to client requests
Assist in creating/sending investor email notifications and publishing investor documents to AIP’s web portal via Morgan Stanley’s proprietary email and document distribution tool
Facilitate communications and processes regarding clients between AIP and Morgan Stanley Global Sales and Distribution, Morgan Stanley Wealth Management and other divisions of Morgan Stanley, including the Operations, Information Technology and Tax groups
Perform additional responsibilities as assigned
BS degree or equivalent
Knowledge or experience in alternative investments, especially Private Equity investments, a plus
One to two years related industry experience, a plus
Detail oriented and organized; ability to manage and execute multiple projects simultaneously without direct oversight
Excellent quantitative, written, verbal and interpersonal skills, including the ability to interact effectively with business development contacts, prospects, consultants and clients
Self-motivated with high level of initiative and resourcefulness to efficiently and effectively problem solve
Flexible attitude with the willingness to create, expand and institute new business projects and ideas at the direction of the team
Exceptionally self-motivated, with a high level of initiative and the resourcefulness to efficiently and effectively problem solve
Strong knowledge of and ability to use Microsoft Word, Excel and PowerPoint
Current Licensing: Series 7 and 63 or ability to obtain such licensing within 6 months of hire

120

Client Service Analyst Resume Examples & Samples

The GC & Cash Client Services Analyst offers US Custody & Cash Client Services to underlying clients (the “strategic” clients) of our two major Global Custody (GC) hubs, HSS GC London (HBEU GC) and HSS GC Hong Kong (HBAP GC) (the “Affiliates”), by accessing cash and GC systems and by responding to queries concerning non-US markets as well
The Analyst should monitor USD cash accounts opened in HSBC BANK USA’s (HBUS) books and manage day-to-day email/phone communication of operational nature related to the strategic clients’ Global Custody activity
The Analyst is responsible for the following tasks
Support local RMs with strategic clients onboarding in HBUS daily cash monitoring of USD cash accounts that hold cash for all markets that the strategic clients have opted for, as per their agreement with GC
Respond to cash queries concerning strategic clients activity, either for the direct USD cash accounts opened with HBUS, as well as for non-USD cash accounts opened with HBEU/HBAP, when needed
Actively communicate any cash issues to dedicated local RMs / Credit teams, as per procedures
Actively follow up with clients on any funding requirements
Escalate unresolved cash issues, as per our procedures, as they could impact our Reg-W monitoring
Respond to GC queries (US and non-US markets) concerning strategic clients GC activity (status of settlements, failed trades, corporate events status, dividends, missing MT564s etc)
Reach out to GC’s Global Service Centers and/or sub-custodian network if needed, for the response of GC day-to-day queries concerning non-US markets
Queries should be responded by using the HSS Q-Track query management tool and as within agreed time frames, according to GC’s SLA
Support onboarding of clients
Monitor strategic clients’ USD cash accounts opened with HBUS, by using local payments and cash systems
Reach out to any clients that had an overdraft balance from previous day. Reach out to clients to fund their cash accounts if they have exhausted their intra-day credit limits. Reach out to clients that are within their intra-day credit limits but have insufficient funds in their accounts and will consequently have an end of day insufficient balance
Contact client RMs where client accounts have insufficient balances at end of day, to request credit approvals. Notify Reg-W Finance, Compliance and Credit in case account remains unfunded resulting in overnight overdraft
Handle all communication an queries regarding cash monitoring, by using our query tracking tool Q-Track
Use GC systems and reporting tools for the handling of queries concerning strategic clients’ GC activity in both US and non-US markets (e.g. GCS, GHSS, PRECIS, HUB)
Settlements status
Corporate Event issues
Debit / Credit entries queries
Follows team’s procedures/DIMs at all times, identifies any areas for update and any procedural/service improvements
Cooperates closely with regional Client Services teams in London, Hong Kong, as well as the CST teams in our Global Service Centers Able to cover during absences within Client Management teams
The jobholder plays an important part to the client service offered by HSS to top tier clients and reports to the Head of Client Management US. The Head of Client Management US reports to the Regional Head of HSS Americas
Direct Custody and Clearing (DCC) is a business area of HSBC Securities Services (HSS) which provides clearing and custody services to clients and forms part of Global Banking & Markets - HSBC Bank USA, N.A. (HBUS). DCC has agreed to offer GC/Cash Client Services to its Affiliates (HBEU & HBAP GC) ‘strategic’ underlying clients who hold USD cash accounts opened directly with HBUS
Specifically, the wider Client Management team plays a multiple role
Behaves as a ‘sub-custody’ (DCC) Client Services team, replacing former US sub-custodians
Behaves as a ‘Fund Services Account/Relationship Management’ team, supporting HSS Ireland’s Fund Services business
Behaves as a GC cash & securities Client Services team, offering cash management services to a specific group of GC HBEU / HBAP clients referred to as “FIG75/Strategic Clients”. These are indirect custody clients for DCC US but hold direct USD cash accounts opened by Global Liquidity & Cash Management (GLCM) in HBUS and also by responding to day-to-day GC queries of operational nature (both US and non-US markets), by accessing key GC systems
Revenues/budget/volumes not available at this stage
GC ‘strategic’ underlying clients of the FIG75 client base
GC’s first ‘strategic’ client to on-board in July 2017 with 130+ cash accounts to be opened and activity in multiple markets
Degree holder or 4+ years of cash & global custody experience in client facing and/or operational roles
Knowledge of securities markets (US and international)
Knowledge of Custody product offering
Knowledge of Q-Track, HSBCnet, ClientSphere, HUB, CIF, cash/payment systems, global custody systems and SWIFT will be considered a plus
Excellent standard of written communication

121

ETF Client Service Analyst Resume Examples & Samples

Daily Processing of ETF cash
Timely Response to ETF Client inquiries
Sponsor bank Relationship management
Reconciliation of our ETF collateral accounts
Breaks investigation and resolution

122

Client Service Analyst Resume Examples & Samples

Responsibility breakdown
Skill/competency requirements
Exceptional understanding of fraud occurring in the Fraud Plastics as well as Chase policies as they pertain to the mitigation of transactional risk in this field
Thorough and comprehensive knowledge of systems used in DCFP and Fraud Plastics as well as exceptional understanding of the process and procedures
Strong Fraud Operations focus with the ability to develop and train others in the field of Fraud Prevention
Understanding of resource and staffing management and strong decision making skills
Ability to employ sound judgment and handle stressful situations in a fast paced environment
Clear understanding and consistent demonstration of our Shared Values and Behaviors
Excellent Interpersonal, Leadership, Administrative and Communication skills
PC proficient and computer software knowledge preferred. Microsoft Office products (Word, Excel, PowerPoint, Access etc.)
Knowledge/experience/education requirements
3 years experience in Banking or Financial Services (preferably in Call Center environment)
Preferred - 2 years experience in Fraud Plastics (or 2 years Fraud, Disputes Recoveries)
Microsoft Office, including advanced Excel skills required

123

Client Service Analyst Resume Examples & Samples

Two years client relationship experience preferred with technical, insurance program and system knowledge
Demonstrated ability to identify, document, and understand inter-departmental processes
Manage multiple priorities, deliver timely and accurate work products with a strong customer service focus, and respond with a sense of urgency as required
Effective written and verbal communication skills to interact with internal and external customers
Ability to communicate ideas and information concisely and effectively. Proven strong interpersonal skills including active listening and follow-up skills
Detail oriented to ensure accuracy with the ability to identify, analyze and solve system problems and process issues
Proven experience functioning as part of a team working in a high visibility client environment. Must be able to work independently but also cross-functionally
Appropriate license must be obtained if necessary for position

124

Senior Client Service Analyst Resume Examples & Samples

Assist Client Service Managers, Relationship Managers, and Product Specialists by compiling presentation materials for internal and external client meetings
Field client questions, fulfill standing requests, and fulfill ad hoc requests for client (i.e. monthly/quarterly consultant update questionnaires, compliance requests, audit requests, changes to guidelines, changes to contacts, etc
Facilitating cash movements within client portfolios
Successfully create customized exhibits and charts for investment manager clients
Perform queries quarterly for performance reports for clients
Resolve service-related problems or questions and provide documentation as required
Assist Project Management team with projects
Analyze data to anticipate problems and issues ahead of time to effectively solve them and draw timely, accurate, relevant and insightful conclusions
Consistently seeks ways to better serve clients and improve efficiency
Organizes and prioritizes time and resources to meet goals and expectations
Ability to lead and handle critical matters
Assist PM team as needed to include, but not limited to: manage and/or implement projects, own projects through the entire project lifecycle, maintain project schedules and plans; monitor overall progress, and identify and manage project issues and risks
5+ years of financial services experience preferred
Proficient with MS Office (Word, Excel, and PowerPoint)
Experience with PORTIA, VIADUCT, or IGBY preferred
Must be capable of high level of communications, both written & verbal

125

Client Service Analyst Resume Examples & Samples

Experience in report creation using PowerPoint, Word, Excel and Adobe Acrobat
Fluency in English preferred
Institutional financial services or comparable high-quality analytical experience preferred
Familiarity with institutional clientele, products, servicing needs, and information standards preferred
Ability to interact with team members in a multi-site and cross-functional environment
Strong multi-tasking/project management skills
Highly motivated, sales oriented with excellent interpersonal communication skills
Proven ability to analyze complex reporting issues and problem resolutions
Ability to formulate and implement solutions with minimal guidance and structure
Excellent documentation skills to capture solutions / workflows as repeatable and defined processes

126

Cib-client Service Analyst Resume Examples & Samples

Bachelor's degree holder above 2 years experience in customer service or front office role, preferably with exposure to financial institutions and multinational corporates
Understanding of cash management products such as Time Deposit, FX and Sweeping
Excellent telephone manner and email etiquette
Ability to work independently and meet set metrics

127

Client Service Analyst Resume Examples & Samples

Actively participate in AMT meetings to add relative insight and expertise necessary to solving customer issues and/or plan for proactively meeting and exceeding customer expectations
Respond to inquiries from internal business partners
Understand applicable internal application and their downstream impacts so as to appropriately guide the AMT on related issues
Report relevant status to AMT on changes relative to project work affecting the customer's data in administrative systems
Build and maintain data in administrative systems
Build and maintain relevant customer data into internal administrative systems and follow processes with regard to release and maintenance of new, existing and cancelling plans and structure as well as general customer data
Build and maintain detailed RX benefits into applicable system(s) and follow processes with regard to submission and maintenance, meet with customers when necessary
Manage error reports as required by existing processes
Complete and submit medical ID card templates and forms to add, change or delete ID card definitions (including occasional assistance to the Client Manager for detailed review of ID card proofs)
Complete necessary supplemental forms and templates for new business, new business on existing customers, customer renewals and cancellations
Maintain various tracking and metrics systems in a clear and consistent timely manner to communicate status of ongoing work
Meet established metrics for the IS team
Maintain various tracking and metrics systems (ORBIT, UIT, other ad-hoc documents) in a clear and consistent timely manner to communicate status of ongoing work
2+ years of experience of PC, web-based and windows-based applications (e.g. Word, Excel, Access, e-mail application, internet and intranet including experience utilizing MS Excel (Pivot Tables, Vlook up's, formulas, etc.)
Experience with verbal or written communication using medical and RX terminology
College Degree and / or equivalent experience (2+years) in the health insurance industry
Experience meeting quality, service and efficiency metrics preferred, including familiarity with medical and RX plan designs
Detailed knowledge of the Customer Implementation processes and products

128

Client Service Analyst Resume Examples & Samples

Strong technical knowledge of Health Benefit Plans
Ability to interact effectively with Senior HR and Finance executives
Superior project management skills, capable of working on multiple projects
Well Organized and client focused; able to anticipate client needs
Refined negotiating and objection handling skills
Ability to manage multiple, concurrent projects and tasks with overlapping deliverable dates
Project management experience, including the use of project plans and issue logs
Familiarity with file specifications and interface file requirements

129

Senior Client Service Analyst Resume Examples & Samples

Sr. Client Service Analyst responsibilities include but are not limited to coordination of the production process, ensure team deadlines are met, establish and implement policies and procedures
Help to prioritize responsibilities for the team, and resolve complex issues and tasks
Field client questions, fulfill standing requests, and fulfill ad hoc requests for clients (i.e. monthly/quarterly consultant update questionnaires, compliance requests, audit requests, changes to guidelines, changes to contacts, etc.)
Create customized exhibits and charts for internal and external clients
Manage projects related to transition of work to our team, account and strategy onboarding, continuous improvement initiatives, report automation, and any other firm initiatives
Lead and manage complex business projects; assist Project Management team with platform projects
Analyze information to anticipate problems and issues ahead of time and effectively solve them
Consistently seek ways to better serve clients
Generate and provide key metrics and other reporting to manager
Acts as a point of escalation of issues and problems that impact successful implementations
Lead and manage the implementation of team initiatives and projects across all areas
Mentor Jr. and Mid-level analysts
Leverage technology systems and tools for report rendering, task management, execution, and delivery
5+ years related financial services work experience preferred (preferably in client reporting in the investment management industry)
Strong MS Office (Word, Excel, and PowerPoint) skills
Ability to react positively under pressure to meet tight deadlines
Strong organizational and prioritization skills; keen attention to detail
Ability to prioritize and manage multiple tasks simultaneously; self- starter with strong organizational, detail and problem solving skills; track record of disciplined time management skills
Proactive attitude towards doing more with less and flexibility towards the continuously changing environment and responsibilities; ability to work in fast-paced environment
Extremely flexible and able to meet changing requirements and priorities
Ability to collaborate and work well in a dynamic team environment with peers, managers, and cross functional groups
Team player with the ability to coordinate initiatives across different geographic locations and functions
Communicate effectively and respectfully
Excellent written and verbal communication skills combined with effective listening and good interpersonal skills
Set internal business partners expectations, and influence decisions and behaviors by combining facts, expertise in the processes and industry, with outstanding communication skills
Open minded and willing to listen for other people’s opinions
Leadership and mentoring
Ability to train and mentor the junior and mid-level analysts
Experience in relationship management and stakeholder management and able to influence and build relationships at all levels of staff
Ability to assume leadership role on ad-hoc basis for leading initiatives and covering for Team Leads
Promote innovation and continuous improvement Promote innovation and continuous improvement
Continually evaluate our policies and procedures as the business needs and risks change
Promote continuous improvement for greater efficiency and reduction of risk
Think ahead and make fact-based decisions
Quickly identify business problems and access our support system and knowledge base to provide best practice resolution
Ability to make fact based decisions and provide creative solutions in sensitive situations
Technical skills and business knowledge
Technically savvy and ability to learn new tools and technology
Experience in formal or informal project management methodologies
Broad understanding of the global financial services industry, coupled with a deep understanding of the asset management segment of the industry and institutional client reporting & servicing

130

Client Service Analyst Resume Examples & Samples

Strong technical knowledge of defined contribution plans
Ability to interact effectively with Senior HR and Finance executives, Superior project management skills
Capable of working on multiple projects
Well Organized and client focused
Commitment to provide handling skills,
Minimum 5 years industry experience

131

Hedgeplatform Client Service Analyst Resume Examples & Samples

RiskManager
Bachelor's degree completed. Degree in Finance, Economics, Accounting or related
Strong PC Skills a must. Ability to learn and utilize in-house software
Desirable knowledge of market data systems

132

Health & Benefits Client Service Analyst Resume Examples & Samples

Manage administrative data processing activities and case management requests on a daily basis
Analyze benefits data and produce system reports
Define, analyze, and test system configuration updates against requirements throughout ongoing administration, implementation, and open enrollment
Coordinate with project managers and clients to define project scope and initiate system changes
Create and execute test plans to validate system development
One to three years' experience preferred or equivalent industry experience

133

Client Service Analyst Resume Examples & Samples

Design, develop, maintain, and support reports, dashboards, scorecards, and metrics for internal business partners
Produce and publish scheduled reports, dashboards, and metrics based on defined schedules
Creation of project plans, and implement processes related to requests
Creation of processes and policies
Complete project priorities and task priorities within projects
Identify changes in project scope and other impacts on the project
Create UAT test case planning and scenario development
Provide SME support on requirements documents for assigned projects
Provide support to internal software development teams including the business team; this could include test case development, UAT participation and requirements documentation
Assist Manager with training and development of new staff and current staff
Collaborate and communicate with internal and external business partners
Analyzes and investigates areas for improvement related to PSR projects
Provides SME explanations and interpretations within area of expertise
Leads investigation of non - standard requests and problems
Define and update the project schedule to track / measure progress of the requirements - gathering process (e.g., status, milestones, tasks, deliverables)
Ability to support multiple projects and work requirements spanning the scope of the PSR accountabilities
Prioritizes and organizes work to meet deadlines, ability to self - manage these dates and requirements
Reporting and statistical experience
Experience and knowledge of project management principles
Experience with Microsoft intermediate proficiency Visio, Project, Excel, Outlook and Word
Experience in creation of training plans, or leading of training for teams
Documentation creation knowledge and experience
Test Scenario Development - User Acceptance Tester
Demonstrated organizational and project leadership skills
Experience in development of Standard Operating Procedures

134

Client Service Analyst on Contract for Months Resume Examples & Samples

Log all client activity using MSCI's Client Relationship Management Software with consistent quality and attention to detail
Excellent English written and oral communication skills; ability to articulate complex concepts and methodologies to clients and senior management is a must
Client facing skills – an ability to quickly gain the clients trust
Client Orientated – demonstrate ownership for the clients issue, be seen as the Client’s champion within MSCI
Problem solving skills; Technology proficient: Numerical analysis using Microsoft Excel
0-1 years of work experience
A numerate Bachelor’s degree in Finance, Engineering, Mathematics, Statistics, Economics, or related field
CFA, FRM is a plus

135

Client Service Analyst Resume Examples & Samples

Educated to degree level or equivalent in an analytical or numeracy related subject or equivalent experience
Effective problem solving abilities/ analytical skills
Previous experience of working in a client focused / customer service environment
Experience in the Credit card or Financial Services industry
Experience of working to Service Level Agreements
Ability to prioritise workloads and manage conflicting requests on time within a continually fast moving environment
A flexible approach is required to respond to variable workloads that may require additional hours to be worked, and the role will require participation in a rota providing 24-hour on-call out of hours support

136

Client Service Analyst Resume Examples & Samples

Implement processes to drive productivity and mitigate demand through proactive client outreach and analysis
Identify and execute improvements to drive client satisfaction and support the business strategy
Update senior management about team/client performance and initiatives
Resolve issues through effective decision-making, collaboration and leadership
Partner with internal partners to complete ad hoc client requests
Utilize internal JPMorgan Commercial Card software to perform routine maintenance and resolve client inquiries
Work directly with client Program Administrator organization, via telephone and e-mail to resolve issues in a timely manner
Requires at least 7 years of business experience, preferably in Service Operations or Financial Institutions
Commercial Card experience is required
Requires spreadsheet analysis skills
Prior client experience required
Strong ability to partner and collaborate with peers and business partners
Solid analytical skills and reliable decision-making skills
Exceptional attention to detail, follow-through and results orientated
Ability to successfully multi-task and prioritize across tactical and strategic initiatives
Excellent verbal and written communication as well as presentation skills

137

ETF Client Service Analyst Resume Examples & Samples

Daily processing of ETF cash
Timely response to ETF client inquiries
Sponsor bank relationship management
Reconciliation of ETF collateral accounts

138

Client Service Analyst Resume Examples & Samples

Analyzes and investigates areas for improvement related to BCT projects
Ability to support multiple projects and work requirements spanning the scope of the BCT accountabilities
Experience with intermediate proficiency in Microsoft Excel (sorting and filtering spreadsheets), Microsoft Outlook, and Microsoft Word (creating documents and tables)
Knowledge of Pharmacy Benefit Management (PBM)
Experience with intermediate proficiency in Microsoft Visio, Microsoft Project (creating presentations)

139

Client Service Analyst Resume Examples & Samples

Maintains client A/R files by data entering the payment and deduction information. Balancing the A/R reports the data entered and providing the client with accurate A/R information
Utilizes system equipment (tape drives, cartridge drives, etc.) to transfer client data files to the appropriate media
Serves as a backup to team members in providing all client services responsibilities
Ability to establish relationships quickly and easily
Proven analytical/problem solving skills
Intermediate level proficiency using MS Word, Excel, Access, PowerPoint
Professionally handle difficult client situations in a manner that maintains good business relations
Represent the Company in a professional manner to outside clients
Analyze transactions, detect and avoid errors and research information to arrive at valid conclusions
Comfortably work under consistent deadline pressure
Explain Company products and services to clients
Provide cross-training to coworkers for assigned accounts for back-up purposes
Maintain detailed, accurate files and records
Organize tasks and time to ensure timely completion of all projects
Ability to travel independently – approximately 25% of the time

140

Client Service Analyst, & Above Resume Examples & Samples

Includes consulting with clients to meet business needs
Skills / Knowledge - Developing professional expertise, applies company policies and procedures to resolve a variety of issues
Supervision - Normally receives general instructions on routine work, detailed instructions on new projects or assignments

141

Client Service Analyst Resume Examples & Samples

Conduct proactive consulting calls with clients on technical issues. A significant number of these calls are with “challenging” clients who have a history of servicing issues, and often the interaction is with higher level contacts within the organization than the day to day contact
Conducting Nondiscrimination testing for selected clients. Entails becoming familiar with in-house nondiscrimination testing systems, as well as in depth knowledge of applicable laws and regulations. Also involves Advanced testing on Relius Administration software
Resolving technical issues. Improves client experience and minimizes exposure through timely responses to requests for assistance and resolution of servicing problems
Training. Conducts training seminars for the firm and branch office staff on topics that affect all aspects of retirement plan servicing
Special Projects. Manages a variety of projects that enhance the quality of service provided to our clients
Support the Compliance Teams, Client Services, Outbound and Inbound processing teams by providing answers to technical questions, participating on client calls, reviewing NonDiscrimination Tests, Forms 5500 and 8955-SSA, and answering questions regarding Plan Documents
Participate in weekly meetings including Regulatory, special project, communications and staff meetings
5 – 10 years experience in the Compliance industry
401k and Trust Operation knowledge is required
Excellent Oral and Written Communication Skills
Excellent knowledge of Microsoft Excel
Be able to effectively manage multiple priority tasks
Working knowledge of Sungard’s Relius Administration software
ASPPA Designation or similar industry certification preferred

142

Client Service Analyst Telecommute Resume Examples & Samples

Maintain documentation of most current benefit designs, including exclusions, inclusions and co-pay structures; ensure information is accessible to Customer Service and Pharmacy Technicians
Document plan change requests from clients and obtain appropriate approval, update the Benefit Design Summary on the web, and confirm the plan change is completed and accurate
Review Benefit Design Summary documents at least annually with clients and obtain appropriate client signatures of approval
Maintain consistent and regular client communication
Prepare quarterly client status briefs, including identification of cost drivers, recommendations for cost savings opportunities, utilization reports, Rx Updates, and Catamaran Rx news
Conduct regular on-site or telephonic client meetings to proactively review client benefits and drug utilization
Establish multiple corporate relationships and participate in client sponsored events; cultivate relationships
Work with Strategic Account Executive, and other team members on client renewals and renegotiating contracts with clients to obtain extended agreements while meeting revenue goals
Understand and execute the client contract according to the terms and conditions, including but not limited to the monitoring and reporting of performance guarantees
Support client open enrollment process by preparing communication materials and attending open enrollment meetings
Follow all policies and procedures related to job responsibilities and participating in the development and maintenance of departmental policies and procedures, and tools for Client Services, as appropriate
Conduct claims research and member inquiries
Ensure open client requests and requirements are routed and being worked by appropriate business area
Track and report on open client requests providing regular feedback to management team regarding client requirement status and business development opportunities
Educate and assist clients in using help desk for day-to-day inquiries
Assist in client training for remote system access and reporting
Participate in sales preparation meetings and finalist sales presentations as necessary; regularly attending and actively participating in company meetings as requested
Ensure quick response and follow-up to client inquiries, including returning phone calls and emails within 2 hours and attempted resolution of all issues in less than 48 hours. Notify client after issue resolution within timeframe defined by client contract
Participate as preceptor / mentor to new staff as requested, assist in the development of training topics and materials for coworkers, and provide support to other departments as requested
Complete service requests to translate customer needs and requirements for Optum's product support and development teams
3+ years of experience in a client-facing or fast-paced environment
Basic knowledge of Microsoft Word and Microsoft Excel
10% travel nationally
Pharmaceutical knowledge
Medicare program experience
Medicaid and Commercial experience
PBM (Pharmacy Benefit Management) experience
RxCLAIM experience
Account Management experience
Demonstrated success in the healthcare, managed care, or pharmaceutical industries
Proven account management analytic ability, implementation, problem solving, communication, and interpersonal skills
Customer service orientation and relationship management skills
Effective planning and time management skills
Ability to work independently, under pressure and manage stressful situations

143

Client Service Analyst Resume Examples & Samples

Bachelor’s Degree in Accounting and/or Finance
Previous experience with KYC and Wire Transfers
General Accounting knowledge
2+ years of Fund Administration and/or General Mutual Funds experience

144

Client Service / Analyst Resume Examples & Samples

Create in-depth research analyses through hands-on exploration of complex syndicated database; decide on the correct analytic approach(es)
Perform data extracts to deliver appropriate data
Analyze, mine and interpret syndicated and custom data and determine the “why” of the results; prepare scheduled and custom client-ready reports using charts/graphs in Excel and PowerPoint
Build trust-based relationships with key contacts at the client; strive to independently build deeper and wider relationships within and across client organization by building a comprehensive understanding of client and marketplace and leveraging prior experience and client service acumen
Conduct client meetings to build and maintain relationships; attend client- and industry-specific meetings
Manage internal processes and work with product teams to meet client needs and maintain high quality research
Work as part of a team to deliver client reports on a regular cadence, helping to optimize and improve advertising campaigns
Initiate discussion / raise questions with manager when elements of the data are inconsistent with prior findings or expectations
Continue to learn about new Nielsen products and gain expertise in analytics and how the data can be used to improve business performance
Act as an internal champion for the client by working collaboratively with internal partners and the team to coordinate efforts for clients where appropriate: case resolution management, usage reporting, contract renewals and amendments, and other support tasks
Present opportunities to help clients grow our business through consultative selling, in collaboration with the Client Business Partner (CBP)
Provide day-to-day support of the client’s needs when needed
Nielsen Television Brand Effect experience a plus
Experience with other Nielsen Marketing Effectiveness tools a plus
2 to 4 years’ experience in Market or Media research, preferably with some time spent in a client service role
Excellent communication skills to translate complex concepts into concise yet informative messaging for clients
Strong Interpersonal skills, highly motivated, strong orientation toward client relationships
Ability to handle pressure, juggle multiple responsibilities simultaneously, and work well with a diverse customer base and various internal teams
Very strong quantitative, data tabulation, analytic thinking and data mining skills
Advanced skills in the Microsoft Office suite of products (Excel, PowerPoint)
Knowledge of BRIO/Hyperion a plus
Effective organizational skills and ability to multi-task

145

Client Service Analyst Resume Examples & Samples

Minimum 5 years technical, insurance program and systems experience required with a minimum of two years client relationship experience preferred
General project coordination/project management background to navigate the implementation process
Demonstrated ability to identify, document, and understand interdepartmental processes
Ability to communicate ideas and information concisely and effectively. Proven strong interpersonal skills including active listening and followup skills

146

Client Service Analyst Resume Examples & Samples

Primary contact for client, who are fund of hedge fund managers
Prepare and submit transfer, subscription and redemption forms to administrators for investment trading
Closely monitor trade settlements, including following up with administrators for trade confirmations
Set up asset profiles in the trade order management system for new assets
Manage cash account and wire funds
Update portfolio file to account for any cash activity and transactions
Respond to administrator, fund manager or client inquiries
Review all statements received for accuracy
Prepare periodical reconciliation reports
Prepare monthly statement of holdings
Respond on corporate actions

147

Client Service Analyst Resume Examples & Samples

Assures client satisfaction by maintaining overall relationship for clients
Previous experience in system support role handling escalations
Has got previous experience working on payment systems, understands issuing and acquiring flows
Identifies, analyzes, researches, and resolves inquiries on operational aspects of the business
Ensures complete and prompt resolution for moderate to complex operational inquiries from clients directly and other areas within First Data
Good organizational, planning and problem solving skills, and excellent communication and interpersonal skills
Detail-oriented, team player with good planning and problem solving skills whom is willing to go the extra mile
Self-motivated and able to work independently with minimal supervision towards the achievement of personal and team goals. Analytical skills, understanding industry metrics and trends
Effectively interact and communicate with varying internal departments. Knowledge of First Data’s products, platforms, systems, and operational areas a plus
Has worked on support roles and expected to be available 24X7 for on-call support to handle major incidents
Attainment of departmental and operational standards, including quality, efficiency and Key Performance Indicators (KPI’s)
Identify systemic and Client-impacting trends and escalating through proper channels of leadership
Maintain a thorough understanding of First Data’s products, platforms, systems, and operational areas and processes. Attend on-going training as required
Keen learner and acts as consultant ,expected to understand client system parameters and options
Analyzes and monitors the Client’s processing environment to identify and implement solutions that create operational efficiency and/or cost savings
Creates and maintains accurate and up to date Client profiles to include contract information, communication logs, and product matrix

148

Client Service Analyst Resume Examples & Samples

Firm knowledge of MetLife’s group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems
Engaged in the process for the implementation of new clients and addition of MetLife product line to existing clients
Serves as a key resource and may serve as a subject matter expert to peers
Works autonomously; effectively handle multiple tasks and prioritizes deadlines appropriately
Ability to balance client expectations with MetLife capabilities
College Diploma preferred

149

Client Service Analyst Resume Examples & Samples

Complete project priorities and task priorities within projects / implementations
Prioritizes and organizes work to meet deadlines, ability to self - manage dates and requirements
Work with Strategic Account Executives, and other team members to coordinate document creation and implementation call timing as well as other deliverables
Escalate client concerns where appropriate
May conduct research and respond to customer inquiries
Ensure client requests and requirements are communicated and documented for the appropriate business areas
High School Diploma / GED (or higher) or 10+ years of equivalent experience
1+ years of customer service experience analyzing and solving customer problems
Intermediate level of Microsoft Excel (pivot tables, v-lookups)
Proficiency with computer and Windows PC applications
Experience working with claims, subrogation, COB, etc
Experience presenting materials in a professional setting

150

Client Service Analyst Resume Examples & Samples

Prepare standard and/or customized monthly and quarterly reports
Manage prospectus, 15C, and MDFP review cycles
Research and respond to day-to-day client directed questions including ad-hoc inquiries
Assist with ongoing client reporting needs, presentations, and account maintenance
Understand and ensure compliance with client guidelines and applicable regulations, including relevant ’40 Act regulations
Assist in the preparation for and/or attend client calls and meetings, including handling necessary follow up
Assist in preparation of due diligence, product and board meetings
Prepare and analyze competitor data on specific funds using systems such as Lipper, Morningstar and SimFund
Handle business, compliance, legal and operational issues that arise
Work on ad-hoc client projects as needed
Identify and assist in internal initiatives to automate and create efficiencies
Strong academic credentials; intellectual curiosity
Investment related experience or demonstrated interest in global capital markets, investment styles, and instruments
Solid analytical/problem solving skills
Solid written and oral communications skills
Strong relationship building skills and sound business judgment
Strong computer/technology skills including Excel
Ability to work effectively within team environment and a willingness to “pitch in” when necessary
Ability to work in a fast paced environment where priorities change frequently and deadlines are often under significant time pressure
Experience with mutual fund industry and systems such as Lipper, Morningstar, and SimFund a plus, but not required

151

Client Service Analyst Resume Examples & Samples

This position requires a great deal of organization and ability to daily manage workflow that are in various stages of the process
Builds relationships with employer / group clients (not individual members) and serves as the primary point of contact for overall and day-to-day service delivery
This function includes employees who are in dedicated on-site service roles
2+ years of experience working within an account management or implementation team within the healthcare industry
1+ years of experience creating and editing documents in Microsoft Word and Microsoft Excel

152

Client Service Analyst Resume Examples & Samples

Ensuring DB Service Standards wrt to Customer Service, Compliance and Corporate Security are adhered too
Ensure total Compliance of all audit guidelines set by External (RBI, NSDL) and Internal OR Auditors
Error Free Processing of transactions with in specified SLA’s
Ensure laid down processes are being followed; DB internal security standards are followed
Ensure strict adherence to all internal and external guidelines (KYC, Anti Money Laundering & Audits)
All inputting related tasks /transactions processing i.e Cash Deposit/Withdrawal; DEMAT Transactions, Forex Transactions, Draft Issuance, RTGS/NEFT Processing, Stop Payments, Transfers, Cheque acceptances etc. are carried out with 100% accuracy without errors
Ensure Cash is kept under Dual custody ,Vault Registers are signed by Dual custodians and in case of any corrections / alterations in the Vault register ,the same is duly authenticated by the dual custodians
Ensure strict adherence to German Money Laundering Form for cash transactions > EUR 15,000 or equivalent and Mitra Committee recommendation for cash transactions >= INR 10 lacs
Effective service delivery by reducing customer turnaround time
Effectively migrate teller queues to the ATM’s and other alternate channels
Ensure NIL operational losses / compensation to customer due to any operational issue
Ensure strict adherence to branch daily reports generation
Follow Complaint management procedures
Ensure satisfactory compliance scores and implement audit recommendations
Any suspicious transaction/activity must immediately be reported to the supervising officer
Overall upkeep of the lobby as per clean desk policy standards
Source leads/referrals from walk-in / existing customers and minimize time lag between referral & closure of business
Ensure achievement as per Service Score Card on deepening the non qualified customers through customer contact management
Structured service call for all the new to bank customers and qualified / non qualified customer base

153

Client Service Analyst Resume Examples & Samples

The ownership of one-time bespoke analysis for clients and Coverage colleagues
The setting up of regular analysis, in advance of being passed to Service Delivery
Develop and leverage process management skills and analytical capabilities
Build an understanding of real estate performance measurement
Engage in direct contact with real estate investment professionals around the world
This position sits within a newly created and strategically important real estate Client Service team based in the Mumbai office
The successful candidate will work closely with Service Delivery, Client Consultants, Sales and their Client Service colleagues across EMEA
Achieve an appropriate understanding of MSCI Real Estate products, indexes, methodologies, techniques and client use-cases
Stay updated with announcements as well as new product launches and enhancements
Become proficient and accredited at resolving MSCI Real Estate client questions and issues for specific case types
Take ownership of specific client questions across MSCI Real Estate EMEA markets, products and services
Liaise with other MSCI departments to ensure all clients’ requests/inquiries are managed appropriately
Work with Client Service colleagues across EMEA to
Prepare Client Service Reviews
Prepare Portfolio Analysis Service and Index launch presentation materials
Maintain accurate records in Salesforce of client contact details and conversations; including cases, and emails
Produce client service metrics
Liaise with service delivery teams to optimize client experience
Work on projects associated with product testing and liaise with cross-functional teams across regions

154

Client Service Analyst Resume Examples & Samples

Bachelor’s Degree with at least 4 - 5 years banking experience, preferably within client services
Knowledge of international payment and trade services will be an advantage
Ability to learn new products and understand products/clients issues comprehensively
Strong client orientation and teamwork spirit
Proactive & keen work attitude
Excellent interpersonal & communication skills
Incumbent will be required to support clients for our Malaysia and Philippines business. Good command of Tagalog language is essential

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