Client Service Management Resume Samples

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CS
C Sipes
Cyril
Sipes
822 Stokes Flats
Dallas
TX
+1 (555) 825 0975
822 Stokes Flats
Dallas
TX
Phone
p +1 (555) 825 0975
Experience Experience
Phoenix, AZ
Client Service Management Analyst
Phoenix, AZ
Howell, Kuhlman and Bashirian
Phoenix, AZ
Client Service Management Analyst
  • Participate in cross training efforts on all stakeholder functions, to include knowledge transfer of all operational and compliance procedures
  • Understand end to end client support processes and continually champion the sharing of knowledge across teams and functions
  • Confidence in facing off with stakeholders at all levels
  • BSc/BA in business, finance, accounting, economics, or related field
  • Understand the risk environment within the department – promote risk awareness, assessment and control
  • Attention to detail - risk and regulatory aware and responsive
  • Proficiency in Microsoft office (especially Excel) and an aptitude for learning new applications
Detroit, MI
Client Service Management With English
Detroit, MI
Hagenes and Sons
Detroit, MI
Client Service Management With English
  • Ensure an integrated view of business across all regions to tend to a common result, ensure proper execution of processes across all centers, support and champion business processes
  • Ensure that of the client’s responsibilities occur in accordance with the statement of work and service level agreements with the client
  • Responsible to Manage / Govern all the stakeholders in this field: Regional Lead, Data / Process owners
  • Manage the overall convergence activities for all deployed entities
  • Define, update the Framework (Process, Roles, Governance, KPIs), take ownership of client campaigns
  • Conduct briefing through written status reports and/ or verbal communication with the management on monthly basis/ Produce the Dashboards
  • Standardize the Kits which will support the convergence activity and deployments
present
Dallas, TX
Client Service Management Associate
Dallas, TX
Gutkowski LLC
present
Dallas, TX
Client Service Management Associate
present
  • Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement
  • Establish / enhance strong working relationships with key stakeholders within BlackRock
  • Establish and measure client service benchmarks
  • Highly complex data management and ad hoc reporting using various software applications
  • Understand flow of client, market and fund information across BlackRock and external data providers
  • Proficiency in Microsoft office (especially Excel) and an aptitude for learning and working on new applications
  • Champion awareness and knowledge sharing of business operations service and functions
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Brigham Young University
Bachelor’s Degree in Business
Skills Skills
  • Approachable with strong written and verbal communication skills
  • Possesses strong knowledge of application and financial industry as it pertains to assigned client base
  • Ability to work independently or in a group
  • Strong time-management skills
  • Previous financial services industry experience is
  • Self-motivated
  • 5+ years of customer support experience
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12 Client Service Management resume templates

1

Client Service Management Resume Examples & Samples

  • The successful candidate should have
  • Experience in a related field or equivalent work experience
  • 3+ years experience in a related discipline field
  • Broad based understanding of ICT (i.e. methodologies, Processes, tools)
2

Client Service Management Booking & Servicing Months Resume Examples & Samples

  • Service provision to internal & external clients & stakeholders
  • Assist in setting up client access to the UBS E-Statement tool
  • Execute client payments and cash transfers (inbound and outbound)
  • Calculation and booking of ticket and transaction fees for AS clients
  • Handling of any daily business requests from clients, PM's or internal stakeholders with regards to fees or invoicing
  • Monitoring open items
  • Daily control of Asset Servicing related cash & securities positions via Reconciliation tool TLM
  • Chasing open items
  • Clarifying differences
  • Excellent knowledge of Microsoft Office applications , particularly Word, Excel and Power Point
  • Accuracy and attention to details
  • Capable to work independently as well as in a team
  • Fluent in English and additionally good skills in French and/or German
3

CIB Treasury Services Client Service Management Resume Examples & Samples

  • Act as a client advocate, navigating the bank on behalf of clients. Be able to negotiate and escalate internally where appropriate - with a dynamic approach
  • Community: Build a sense of community. Create a positive team environment where all are treated with respect and have a chance to succeed. Model a global, diverse mind-set and inclusive behaviour with particular attention to those CSAMs in remote locations regardless of direct or indirect reporting lines
  • Communication: Communicate often by cascading key messages and sharing context. Create forums to discuss initiatives, ideas and concerns. Remove silos. Promote partnership
  • Lead by example to own and Drive the total client experience through dynamic and timely escalation. Hold internal partners accountable and strive for excellence
  • Fully participate in business resiliency and contingency planning
  • Ensure the team continues to develop their professional, management, leadership, product and technical knowledge through continuous learning
  • Treasury Services and / or other Cash Management experience
  • The ability to coach, develop and appraise individuals and motivate a team
  • Ability to manage capacity and align resource across multiple locations
  • Ability to work under pressure whilst maintaining a professional manner
4

Bus Ops-gcs-client Service Management Resume Examples & Samples

  • Client Contracting,
  • Maintain up-to-date billing system
  • Revenue Recognition and Client Invoicing,
  • Maintaining the accuracy and timeliness of data feeds and flows for account receivables
  • Investigate and resolve queries
  • Follow established procedures
  • Produces, reviews and records billing results for client statements
  • MIS Reporting
  • Monitor Client Master Database
  • Expectation management
  • 2-3 years experience
  • Qualified MBA (Finance)
  • Expert Accounting knowledge and hands on experience of Accounts Receivable
  • Strong PC skills across Word, power point, Outlook. Proficiency in Excel like look up function, Pivot, Macro etc
  • Proficiency in Microsoft Office and an aptitude for learning new applications
5

Technology Client Service Management Director Resume Examples & Samples

  • Establish and manage a direct relationship between the respective technology organizations of CCSo and our clients
  • Partner with the Global Enterprise Delivery & Implementation (GEDI) team to transition premier clients from project execution to BAU operation
  • Ensure appropriate monitoring / alerting / etc has been provisioned / configured / tested for & to the client (as appropriate)
  • Develop a solid understanding of the client’s needs, organization structure & contact / escalation points within the business / technology organization
  • Act as an internal proxy for the client to ensure decisions are made in their best interests & that these are appropriately communicated to the client
  • Typically 15+ years of related project management and client management experience including 10+ years people management experience, preferably leading senior project delivery personnel
  • A demonstrated bias for action, creative problem-solving, and achieving fulfillment by "creating order out of chaos"
  • Proven leadership and managerial skills; demonstrated ability to inspire and develop high performing employees as well as lead and influence cross-functional teams
  • Strong leadership skills with proven ability to influence change and communicate with diverse stakeholders
  • Experience working on technology integration projects strongly desired
  • Experience leading cross-functional projects and initiatives strongly desired
6

Client Service Management, VP Resume Examples & Samples

  • Focus on the partnership between the Client Businesses and the global operations team to improve client service offering and quality of delivery
  • Establish and measure client service benchmarks
  • Engage the operational resources of the firm to meet clients’ needs
  • Conduct Operational Service Reviews directly with clients in partnership with Client Business
  • Ability to work proactively with others to resolve and escalate issues appropriately
7

Client Service Management VP Resume Examples & Samples

  • The individual must be able to work in a fast paced environment, manage multiple tasks, and work well under pressure
  • Support the CSM Business Management function, ensuring Key Performance Indicators and MI Reports are produced as part of the regular cycle of management reporting
  • Work with CSM management and functional teams to continually improve MI output in line with Stakeholder and departmental requirements
  • Use all available MI (and implement new where required) to identify and anticipate servicing trends and work with CSM management to implement improvements
  • Own various organizational activities that support the global team
8

Client Service Management Analyst Resume Examples & Samples

  • Deliver a superior client experience via query management for clients, consultants and third party administrators
  • Thrive in a culture of excellence, innovation, communication and accountability, where all members of the team are motivated to go above and beyond, think globally and outside the box
  • Understand end to end client support processes and continually champion the sharing of knowledge across teams and functions
  • Highly complex data management and ad hoc reporting using various software applications
  • Constantly evaluate systems, processes and procedures for inefficiencies, and make recommendations for improvement, ensuring that all reasonable measures are taken to mitigate operational risk
  • Keen interest in investment products and ideally demonstrable financial services experience, ideally in investment management
  • Ability to understand and analyze complex issues, draw conclusions and articulate/execute a strategy
  • Attention to detail - risk and regulatory aware and responsive
  • Fluency in European languages beyond English a distinct advantage
9

Client Service Management Resume Examples & Samples

  • 5+ years of customer support experience
  • Previous financial services industry experience is a plus
  • Ability to work independently or in a group
  • Approachable with strong written and verbal communication skills
10

Japan Client Service Management, VP Resume Examples & Samples

  • Act as a 'go to' source of offshore fund administration expertise on functional and process requirements
  • Build strong relationships with contributing business areas within BlackRock to effectively deliver on and improve the processes around projects including, as required, fund launch and product change
  • Ensure new products are compliant with all relevant BlackRock policies and with relevant regulatory requirements
  • Maintain strong relationships with BlackRock Fund Services teams across the globe ensuring effective communication to resolve issues and manage delivery to Japanese clients, including identifying, raising and managing delivery of changes required to the service to meet Japanese client needs
  • As required, when engaged with product change, use fund administration and operating model expertise to shape product features, identifying and providing solution to operational complexities and risks arising from product design, escalating issues to management as appropriate
  • Overseeing the Business As Usuals(BAUs) from legacy JSHSV
  • Own the overall operational client service experience in partnership with the client Business throughout the client lifecycle for Institutional clients
  • Focus on sustain the highest level of client service
  • In depth knowledge and understanding of fund administration/transfer agency/client service with 5+ years’ experience in the mutual fund industry and exposure to a range of pooled fund products
  • Strong people management skills with a track record of managing and motivating teams to deliver on change objectives
  • Set the highest standards of delivery for self, the team members and providers and demonstrate ability to create an environment which will ensure that those standards are consistently met
  • Demonstrate a risk focus and understanding of the risk inherent in the business and appropriate control framework required taking account of the relevant regulatory environment
  • Ability to develop strong collaborative working relationships with key BlackRock stakeholders and 3rd party Providers
  • Ability to identify problems and issues, work proactively with others to resolve them and escalate issues appropriately
  • Proven experience in the asset management industry with exposure to variety of operational and client service functions, including examples of providing leadership within one or more functions
  • Ability to work in a dynamic, fast-paced environment with high self-assurance, energy and drive
  • Ability to think Strategically
  • Ability to oversight the day to day as well as other BAUs
11

VP, Client Service Management Resume Examples & Samples

  • Build and manage a small team of 3-6 junior staff members
  • Deliver a superior client experience via front-line client service to clients and related third parties, including fielding and responding to client queries and the creation of accurate and meaningful ad hoc reports
  • Working with partners in other locations to establish globally consistent processes
  • Understand flow of client, market and fund information across BlackRock and external data providers
  • Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement
  • Understand the risk environment within the department – promote risk awareness, assessment and control
  • Participate in cross training efforts on all stakeholder functions, to include knowledge transfer of all operational and compliance procedures
  • BS/BA in business, finance, accounting, economics, or related field. MBA or CFA welcomed
  • Keen interest in investment products and a preference 5+ years of financial services and people management experience, especially investment management experience
  • Demonstrated leadership and success in building high performing teams
  • Comfortable working with stakeholders at all levels of the business
  • Self-motivated with strong sense of ownership, assertive follow-through and organizational skills; does not require close supervision
  • Excellent communication, presentation, interpersonal and influencing skills
  • Outstanding work ethic and willingness to contribute beyond the scope of one’s role to achieve team and firm objectives
  • Sharp control/risk mitigation mentality with ability to know when to escalate issues
  • Ability to operate effectively under tight deadlines and to prioritize work with strong emphasis on time management
  • Able to exercise sound judgment and to appropriately document conclusions
  • Proficiency in Microsoft Office and an aptitude for learning new applications
12

Global Head of Client Service Management Resume Examples & Samples

  • Responsible for leading a global, dynamic group of client service professionals who serve as client service champions for Global Client Services and BlackRock
  • Lead and drive CSM’s mission to deliver exceptional client experience in the most effective and appropriate way by owning operational service in partnership with the client business through the client lifecycle
  • Own, drive and implement the strategy for how we continue to build out CSM across the globe remaining cognizant of the potential need for regional variation
  • Partner with the Client Businesses to define and deliver optimal service models for new business/new clients ensuring that BlackRock understands our clients expectation of service delivery standards in order to deliver the desired best in class service model
  • Drive the strategy to build and/or enhance our client service offering including technology tools to enable self-servicing, including Gateway (online client portal) and the CIM (Client Inquiry Monitor)
  • Work closely with the global Business Operations team to deliver a consistent, scalable and controllable service model
  • Understand, and educate others on, current market standards for client service across the asset management industry and create an environment and mechanism for the global team to do the same
  • Establish self as a trusted advisor and senior point of contact and escalation for strategic clients and senior internal partners
  • When required for strategically important clients, act as senior lead at client service meetings, with the support of regional leads and CSM’s either independently or in partnership with the client business teams
  • Create a culture of risk awareness and lead the team to focus on delivering an appropriate operational control framework around client servicing including review and validation of monthly metrics
  • Drive the development, implementation and continual enhancement of client service benchmarks and measurement/reporting of service delivery levels
  • Be an operational thought leader for BlackRock, our clients and Client Businesses
  • Help define and be a role model for Service Excellence
13

Client Service Management, Associate Resume Examples & Samples

  • Demonstrate risk awareness and focus on delivering an appropriate operational control framework for the wider team around client servicing including review and validation of monthly metrics
  • Lead in a culture of excellence, innovation, communication, and accountability, where all members of the team are motivated to go above and beyond, think globally and outside the box; seek out diverse ideas and credit others for their contributions
  • Highly complex data management and ad hoc reporting using various software applications
  • Previous experience within a query handling, relationship management or client servicing environment a distinct advantage
  • Self-motivated with strong sense of ownership, assertive follow-through and organizational skills; does not require close supervision
  • Ability to perform well under pressure, adapt to change, and meet deadlines in a fast-paced environment
  • Proficiency in Microsoft office (especially Excel) and an aptitude for learning and working on new applications
14

Client Service Management Associate Resume Examples & Samples

  • Support the CSM Business Management function, ensuring Key Performance Indicators and MI Reports are produced as part of the regular cycle of management reporting
  • Work with CSM management and functional teams to continually improve MI output in line with Stakeholder and departmental requirements, including the analysis of trends in queries to constantly improve service and client deliverables
  • Understand the risk environment within the department – promote risk awareness, assessment and control
  • Participate in cross training efforts on all stakeholder functions, to include knowledge transfer of all operational and compliance procedures
15

Client Service Management Client Inquiries & Analytics Resume Examples & Samples

  • Deliver a superior client experience via query management for clients, consultants and third party administrators (day to day via email/phone/person)
  • Own the overall operational client service experience for UK and EMEA clients (Institutional and Retail) in partnership with the Client Business and throughout the client lifecycle
  • Understand our client’s needs: Put the client at the centre of all that we do; understand the ask and deliver what the client actually needs (outcome)
  • Demonstrate risk awareness and focus on delivering an appropriate operational control framework
  • Partner with the global Business Operations team to implement a consistent, scalable, and controllable service model
  • Analyse trends in queries to constantly improve service and client deliverables
  • Participate in cross training efforts on all stakeholder functions, to include knowledge transfer of all operational and compliance procedures
  • BSc/BA in business, finance, accounting, economics, or related field desired
  • Keen interest in investment products
  • Financial services experience preferred, ideally in investment management, but not essential
  • Proficiency in Microsoft office (especially Excel) and an aptitude for learning new applications
  • Ability to understand and analyse complex issues, draw conclusions and articulate/execute a strategy
  • Confidence in facing off with stakeholders at all levels
  • Flexible, results-driven approach to finding and implementing solutions
  • Previous experience in query handling and client servicing a distinct advantage
16

Team Lead Client Service Management, VP Resume Examples & Samples

  • University degree or equivalent (FH)
  • AZEK/CAIA/CFA is a plus
  • 5-7 years of experience in an established financial firm, ideally asset management (i.e. fund management company, custody business)
  • Experience with Swiss Single Investor Funds is a plus
  • German (mother tongue), fluent English, an additional language (French, Italian is a plus)
  • Proven expertise working Retail / Institutional Clients
  • Experience of leading and managing a team is a plus
  • Demonstrate teamwork and initiative
  • Very strong service orientation
  • Strong analytical, organizational and planning skills, proven ability to prioritize effectively
  • Advanced skills in Excel and PowerPoint
  • Good presentation and technical skills required
  • Has an entrepreneurial spirit and is willing to take on additional responsibility quickly
17

Client Service Management Associate Resume Examples & Samples

  • Deliver a superior client experience via overseeing query management for clients, consultants and third party administrator; To include day to day query management (via emails and phone), owning a sub set of clients (Relationship Management), stakeholder oversight, project work and analysis
  • Own the overall operational client service experience for UK and EMEA clients (Institutional and Retail) in partnership with the Client Business and throughout the client lifecycle; Act as lead at monthly functional meets, prepare and present metrics and discuss client themes
  • Work closely with the global Business Operations team to implement a consistent, scalable, and controllable service model
  • Identify and oversee team projects and drive strategic initiatives: For example, analyze trends in queries to reduce query volumes and constantly improve service and client deliverables
  • Constantly evaluate systems, processes, and procedures for inefficiencies, and make recommendations for improvement, ensuring that all reasonable measures are taken to mitigate operational risk
  • Lead cross training efforts on all stakeholder functions, to include knowledge transfer of all operational and compliance procedures
  • Ability to oversee, influence and manage strong collaborative working relationships with key Client Business and operations stakeholders
  • Experience and in-depth knowledge of operations, investment products and financial services experience, ideally in investment management
  • Comfortable working with stakeholders at all levels of the business and good at navigating the firm
  • Ability to display innovation, understand and analyze complex issues, draw conclusions, and articulate/execute a strategy
  • Attention to detail - risk and regulatory aware and responsive
  • Fluency in European languages beyond English a distinct advantage
18

Client Service Management With English Resume Examples & Samples

  • Ensure an integrated view of business across all regions to tend to a common result, ensure proper execution of processes across all centers, support and champion business processes
  • Ensure that of the client’s responsibilities occur in accordance with the statement of work and service level agreements with the client
  • Define, update the Framework (Process, Roles, Governance, KPIs), take ownership of client campaigns
  • Define the Dashboards which will help to monitor the convergence across all regions
  • Ensure task level efficiency and compliance with policies and procedures across all regions
  • Standardize the Kits which will support the convergence activity and deployments
  • Ensure that the framework is maintainable, can be shared with all avoiding specific implementation in any Region. Ensure overall consistency
  • Consolidate, collect all design guiding principles which will support the convergence
  • Support the deployment stream in order to define and initiate the convergence plan
  • Manage the overall convergence activities for all deployed entities
  • Sync with the Data Centre in India which will control on a daily basis the quality of the processes and Data
  • Responsible to Manage / Govern all the stakeholders in this field: Regional Lead, Data / Process owners
  • Ensure proper alignment with the Design Lead in case of changes required on a given process or Data definition, develop and implement a corresponding plan of actions in case of changed to bring the situation to resolution
  • Possess strong organizational and detail-oriented skills both personally and from a client relationship perspective
  • Be relentless on follow-through and communication of status to others
  • Be subject matter expert on contract scope and service level agreements
  • Conduct briefing through written status reports and/ or verbal communication with the management on monthly basis/ Produce the Dashboards
  • Leading the Regional convergence plan and committees
  • Service Now Certified Application Developer and/or Admin
  • Excellent knowledge of ITIL Service Delivery processes (ITIL v3 Certifications)
  • Excellent knowledge of IT Service Management & Operations knowledge (ITIL v3 Certifications)
  • Proven experience in managing IT/Business convergence program
  • Ability to translate/ decline an operational framework in a convergence topic
  • Proven experience in the elaboration of a convergence strategy in a board/ international context
  • Experience in Client relationship development, Operational Excellence, quality & process improvement, Service level agreement management
  • Highly proficient IT skills in Word, Excel, PowerPoint and MS project
  • Strong communication and interpersonal skills including an ability to convey technical information using non-technical language, strong facilitation skills
  • Team manager
  • Convergence handbook and dashboards
  • Convergence toolkit and workshop outputs (validation)
  • Follow up dashboards at convergence level: Produce at the minimum weekly 360° review status
  • Weekly reporting on all aspects of the convergence
  • Build and implementation of convergence guidelines
19

Client Service Management, VP / Director Resume Examples & Samples

  • Lead Client Service Management in Japan, including all functions and management of the people in the team
  • Ensure the Client Service Management team leverages global best practice, policies and procedures however is applied locally to take account of local nuances and business requirements
  • Work closely with the global Business Operations teams to implement a consistent, scalable and controllable service model
  • Demonstrate risk awareness and focus on delivering an appropriate operational control framework around client servicing including review and validation of monthly metrics
  • Establish / enhance strong working relationships with key stakeholders within BlackRock
  • Leadership experience managing operational and/or service oriented teams
  • Minimum 12 years experience in the asset management (or closely related) industry with exposure to a variety of operational and client service functions, including examples of providing leadership within one or more functions
  • Experience in dealing with clients and associated operational risk matters
  • Ability to develop strong collaborative working relationships with key Client Business and operations stakeholders
  • Candidate must be able to communicate fluently in Japanese
  • Prior experience working within Japanese office of a global asset manager would be preferred
20

Client Service Management Support Lead Resume Examples & Samples

  • 5-10 years of SAP experience
  • 5+ years of Service Management Delivery Leadership experience
  • SAP Order to Cash and Supply Chain experience a plus
  • Service Delivery Lead for global application portfolio (primarily SAP)
  • Manage team of 5-10 onsite resources
  • Manage local client relationships – business & IT leadership
  • Provide prioritization for NA incidents to global & local delivery teams
  • Manage local escalations with global & local delivery teams
  • Provide leadership oversight on local project work & enhancements
  • Required degree/education or equivalent
21

Client Service Management Associate Resume Examples & Samples

  • Proven experience in the asset management industry with exposure to a variety of operational and client service functions, including examples of providing leadership within one or more functions
  • In-depth technical understanding across service functions together with a strong understanding of the end-to-end client and trade life-cycles
  • Previous exposure to the sales process preferred though not essential
  • Experience in dealing with clients and associated operational risk matters
  • Ability to develop strong collaborative working relationships with key Client Business and operations stakeholders
  • Ability to work proactively with others to resolve and escalate issues appropriately
  • Ability to work in a dynamic, fast-paced environment with high self-assurance, energy and drive
  • Demonstrate risk awareness and focus on delivering an appropriate operational control framework around client servicing including review and validation of monthly metrics
  • Establish and measure client service benchmarks
  • Focus on sustaining the highest level of client service
  • Engage the operational resources of the firm to meet clients’ needs
  • Establish / enhance strong working relationships with key stakeholders within BlackRock
  • Facilitate diagnosis of complex client service issues, identify trends that point to service deficiencies
  • Conduct Operational Service Reviews directly with clients in partnership with Client Business
  • Provide and/or co-ordinate appropriate representation for Business Operations at Client meetings and due diligence visits etc. Own these sessions when purely of an operational nature
  • Champion awareness and knowledge sharing of business operations service and functions
  • Build and constantly develop your existing knowledge of the Business Operations’ functions and keep current on major activities being undertaken and challenges and successes that are being experienced
  • Be an operational thought leader for our clients
  • In-depth technical understanding across service functions together with a strong understanding of the
  • End-to-end client and trade life-cycles
  • Strong presentation skills and ability to adapt to audience at all corporate levels
  • Ability to analyze, synthesize and present data in an concise and easy to understand style
  • Expert communicator, strong interpersonal skills
  • Ability to think strategically
22

Director, Client Service Management Resume Examples & Samples

  • Centralized/dedicated point of accountability, owns and manages overall incident management and process for assigned client
  • Owns all service incident inventory and status reporting for assigned client
  • Leads internal and customer service management meetings to review inventories, incidents, and progress management
  • Interfaces with peer lead at assigned client and partners on daily/weekly basis to prioritize inventory
  • Coordinates with and keeps the client office lead team members up to date on incidents for their respective domains
  • Updates the Client Deliver Leader and Client Executive on a regular basis as to status for managing and maintaining appropriate inventories
  • Alerts Client Delivery Leader and Client Executive to key P1/P2 incidents and resolution progress
  • Accountable to and manages to SLAs/SLOs for assigned client
  • Works onsite in client environment and available and participates in weekend release activities monthly, quarterly
  • Leads process and follow-up on addressing any incident volume spikes, aging, post implementation volumes, etc. including leading required night/weekend/distributed teams to resolve/address
  • Drives internal escalations for P1/P2 resolution for assigned client
  • Coordinates with other internal teams to address barriers to incident resolution (eg. backlog/prioritization in development etc.)
  • Key point of contact for all service management, including critical incident management. Resource will also be involved in weekend release activities when required
  • Performs various service management tasks and other duties as assigned or requested
  • Analysis of business problems/needs
  • Company Presentations
  • Presentation Delivery
23

Client Service Management Associate Resume Examples & Samples

  • Manage the post-sales service relationship with key clients including retail and private banks, insurance companies, multinationals, financial advisors and distribution platforms in partnership with the Client Businesses
  • Focus on sustaining the highest level of client service, while demonstrating risk awareness and a strong focus on an appropriate service delivery control framework
  • Coordination of queries from existing clients and interaction with internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high quality
  • Own the overall client service experience in partnership with the Client Businesses throughout the client lifecycle and develop strong working relationships with key stakeholders within BlackRock to assist the firm in effectively meeting clients’ service needs
  • Represent the client intent where necessary for change events and implementation of new solutions (onboarding of new clients and their mandates), including facilitating the handling of client requests for bespoke services and ensuring that any solutions effectively balance the needs of the client with those of the firm
  • Facilitate diagnosis of complex client service issues, identify trends that point to service deficiencies and own resolution, working with the appropriate internal and external delivery teams to ensure timely and accurate response
  • Own and evolve the core service offering and drive continuous improvement both internally and with external service providers such as custodian banks, depositary banks, fund administrators and platforms
  • Partner with relationship managers to leverage service delivery functions effectively and appropriately to increase client service quality
  • Champion awareness and knowledge sharing of client service functions with the client businesses
  • Build and constantly develop knowledge of BlackRock’s service delivery framework, products and capabilities, remaining current on industry and market developments as well as major activities, challenges and successes within BlackRock