Client Service Rep Resume Samples
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Client Service Rep Resume Samples
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GA
G Ankunding
Glen
Ankunding
74472 Boehm Burg
Boston
MA
+1 (555) 412 6661
74472 Boehm Burg
Boston
MA
Phone
p
+1 (555) 412 6661
Experience
Experience
Phoenix, AZ
Client Service Rep-case Management, Opwdd
Phoenix, AZ
Zulauf Inc
Phoenix, AZ
Client Service Rep-case Management, Opwdd
- Work is constantly performed in an office environment
- Perform other duties as assigned by management
- Maintain responsibility for mediation, assistance with appeals, and complaint resolution
- Perform initial eligibility screen for services
- Enter intake activities into database and create case files
- Report any issues of concern and/or problems to the attention of and determine referrals to Ombudsman Manager
- Retrieve client messages from ACD system
Boston, MA
IB Ops-equity Derivatives Middle Office Client Service Rep
Boston, MA
Hoppe-Gerlach
Boston, MA
IB Ops-equity Derivatives Middle Office Client Service Rep
- Work closely with the DTCC /Markitwire Affirmations team and ensure clients are adhering to Fed Guidelines
- Partner with technology strategy team to help identify internal and external facing technology improvement opportunities
- First point of contact for Front Office Trading and Sales on Equity Derivative trade booking / issue resolution
- Support of clients trading Equities, Fixed Income, Swaps and Options in local and global markets
- Support of US domiciled clients trading in NA, Latin America, Asia, Asia-ex, and EMEA
- Regulatory Control Process, i.e: Dodd Frank
- First point of contact for Clients on all operational issues including: valuations, collateral, settlements, documentation, audit, technology, account set up and legal documentation,client reporting
present
Detroit, MI
CIB Ops-equity Swap Client Service Rep-associate
Detroit, MI
Ratke, Dare and Quigley
present
Detroit, MI
CIB Ops-equity Swap Client Service Rep-associate
present
- Work closely with the DTCC Affirmations team and ensure clients are adhering to Fed Guidelines
- Coordinate globally with London and Asia peers on process/system improvements, and client relationships
- First point of contact for Front Office Trading and Sales on Equity Swap trade booking / issue resolution
- Coordinate with Legal and Onbaording on MCA process and execution
- Expediting ad-hoc requests from the sales and trading desk
- Liaise with Trade Support, Traders and Marketers on economics which are breaking with the clients
- Investigate cash payment Nostros and participate in escalation calls
Education
Education
Associate’s Degree in Intellectual Curiosity
Associate’s Degree in Intellectual Curiosity
Syracuse University
Associate’s Degree in Intellectual Curiosity
Skills
Skills
- Proficiency in basic computer skills - Pass pre-employment assessment
- Proficiency in basic computer skills
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to work effectively as a team member
- Careful attention to detail and time management
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Pass pre-employment assessment
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
9 Client Service Rep resume templates
Read our complete resume writing guides
1
Middle Office Outsourcing Client Service Rep 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
- Work experience more than 1 year 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)
2
Middle Office Outsourcing Client Service Rep Resume Examples & Samples
- Extensive 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
3
Client Service Rep-construction & Es-minnetonka Resume Examples & Samples
- Bachelor’s degree in business or related field or equivalent work experience
- 2-4 years of equipment finance or related business experience or two years as a Client Services Representative Trainee
- Solid customer service skills
- Ability to make sound, responsible decisions in a timely manner
- Strong PC skills
- Demonstrated analytical problem solving and troubleshooting skills
- Previous experience and knowledge of leasing operations
- Interest in sales aspect of industry
- Proven ability to work in fast paced environment
4
Associate Client Service Rep Mellon Capital Management Boston Resume Examples & Samples
- BA or BS degree (preferably in business, economics or finance) or equivalent work experience required
- Two to four years experience in investment or trust field, preferably in a client facing role
- Excellent organizational skills and an aptitude for details while working under strict deadlines
- Accurate and timely completion of projects
- Excellent communication skills; Knowledge of Excel, Word, Power Point and database applications
- Excellent interpersonal skills with an emphasis on team work
5
Middle Office Outsourcing Client Service Rep 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
- Extensive years of Work experience in Fund/Asset Management Industry
- 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
6
IB Ops-equity Swap Client Service Rep-associate Resume Examples & Samples
- Economic Affirmation of trades confirmed on paper
- Work closely with the DTCC Affirmations team and ensure clients are adhering to Fed Guidelines
- Oversee Swap Trade booking ensuring trade details are accurate, and allocated properly
- Account Set up in internal system and assist with KYC / Tax documentation as needed
- Responsible for understanding "end to end" system processing and the "transaction cycle"
- Investigate cash payment Nostros and participate in escalation calls
- Liaise with Trade Support, Traders and Marketers on economics which are breaking with the clients
- Assistance on Projects pertinent to the Marketing desk, and participate in new project initiatives when required by business demands
- Must have Strong PC skills with particular emphasis on Microsoft Excel, formula construction, and excel reconciliation solutions
- Must be a self starter, with the motivation, demonstration of initiative, and ownership mentality to think outside the box is necessary. Ie, have the demeanor and care as this is their own business
- Strong decision making skills and confidence
- Strong "in phone call" communication skills
- Strong analytical and problem solving skills
- Strong organizational and prioritization skills
7
IB Ops-equity Derivatives Middle Office Client Service Rep Resume Examples & Samples
- First point of contact for Clients on all operational issues including: valuations, collateral, settlements, documentation, audit, technology, account set up and legal documentation,client reporting
- First point of contact for Front Office Trading and Sales on Equity Derivative trade booking / issue resolution
- Support of US domiciled clients trading in NA, Latin America, Asia, Asia-ex, and EMEA
- Economic Affirmation of trades confirmed on paper
- Work closely with the DTCC /Markitwire Affirmations team and ensure clients are adhering to Fed Guidelines
- Work closely with Sales, Buisness Management to ensure clients and the firm are compliant with Regulatory Rules inlcuding, but not limited to, CFTC, EMIR and FCA
- Confirm settlements with clients globally, and resolve any breaks
- Oversee Trade booking ensuring trade details are accurate, and allocated properly
- Account Set up in internal system and assist with KYC / Tax documentation as needed
- Responsible for understanding "end to end" system processing and the "transaction cycle"
- Investigate cash payment Nostros and participate in escalation calls
- Liaise with Trade Support, Traders and Marketers on economics which are breaking with the clients
- Expediting ad-hoc requests from the sales and trading desk
- Assistance on Projects pertinent to the Marketing desk, and participate in new project initiatives when required by business demands
- Coordinate globally with London and Asia peers on process/system improvements, and client relationships
- Coordinate with Legal and Onbaording on MCA process and execution
- Regulatory Control Process, i.e: Dodd Frank
- Perform extensive UAT testing as needed
- Associate
- Working understanding of Equities, Bonds, and Equity Derivative products, and relevant process flows is necessary
- Derivatives Regulatory knowledge is a plus, i.e: Dodd Frank, EMIR
- Must have Strong PC skills with particular emphasis on Microsoft Excel, formula construction, and excel reconciliation solutions
- Must be a self starter, with the motivation, demonstration of initiative, and ownership mentality to think outside the box is necessary. Ie, have the demeanor and care as this is their own business
- Strong decision making skills and confidence
- Strong "in phone call" communication skills
- Strong verbal and written communication skills are preferred as there is in person client training and meetings
- Strong analytical and problem solving skills
- Strong organizational and prioritization skills
- Exceptional attention to detail
- Team Player able to multi-task in a fast paced environment
8
Wealth Management Client Service Rep-st & nd Shifts Available Resume Examples & Samples
- Online Trade Activity / Quotes
- Balance
- Web Bill Pay / Quicken Deposit related inquiries
- Statement / Fees
- Check Related inquiries
- Funds Transfer Services
- Account Maintenance
- Visa / Rewards
- Providing account balances and activity, deposit rates, checking information, internal systems assistance, explaining and processing transactions
- Recommend some previous experience in the customer service field but not required
- Previous experience in the customer service field highly preferred
- High service aptitude; Strong communication skills (verbal and written)
- Innovative thinking
- Team-oriented, Client focused, and Positive attitude
- Bachelor’s Degree is preferred, but not required
- 1st and 2nd shift schedules are available for this role. Flexibility to meet schedule demands is required
9
Client Service Rep-arlington Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
10
Client Service Rep-hours Resume Examples & Samples
- Create a connection and develop rapport with customers to provide outstanding, personalized service
- Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them
- Ensure customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs
- Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them
- Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers
- Accurately and efficiently process transactions such as customer deposits and cashing checks
- Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate
- Inform and educate customers on how to conduct simple transactions through self-service technologies
- Follow established policies, procedures and guidelines to protect both our customers and Bank of America
- May be required to work Saturdays and/or extended hours
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
11
Client Service Rep-hours Route FC Resume Examples & Samples
- Create a connection and develop rapport with customers to provide outstanding, personalized service
- Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them
- Ensure customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs
- Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them
- Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers
- Accurately and efficiently process transactions such as customer deposits and cashing checks
- Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate
- Inform and educate customers on how to conduct simple transactions through self-service technologies
- Follow established policies, procedures and guidelines to protect both our customers and Bank of America
- May be required to work Saturdays and/or extended hours
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
12
Client Service Rep-so MD Resume Examples & Samples
- Create a connection and develop rapport with customers to provide outstanding, personalized service
- Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them
- Ensure customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs
- Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them
- Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers Accurately and efficiently process transactions such as customer deposits and cashing checks
- Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate Inform and educate customers on how to conduct simple transactions through self-service technologies
- Follow established policies, procedures and guidelines to protect both our customers and Bank of America
- May be required to work Saturdays and/or extended hours
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
13
Client Service Rep-silver Spring Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
14
Client Service Rep Resume Examples & Samples
- Create a connection and develop rapport with customers to provide outstanding, personalized service
- Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them
- Ensure customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs
- Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them
- Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers
- Accurately and efficiently process transactions such as customer deposits and cashing checks
- Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate
- Inform and educate customers on how to conduct simple transactions through self-service technologies
- Follow established policies, procedures and guidelines to protect both our customers and Bank of America
- May be required to work Saturdays and/or extended hours
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
15
Client Service Rep-wdc Market Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
16
Client Service Rep-northwest Market Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
17
X-client Service Rep-gaithersburg Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
18
Client Service Rep-valley Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
- Bilingual Mandarin Preferred
19
Client Service Rep-richmond Market Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
20
Associate Client Service Rep-mellon Capital Management Resume Examples & Samples
- Assist with or coordinate projects as assigned
- Responsible for the complete, accurate and timely compilation and review of legal and operations items, including documentation for new client findings, strategy changes and terminations
- Properly organize legal files and ensure all documentation and contracts are received in the appropriate timeframe
- Update and maintain the client databases with consistency and accuracy
- Fulfill client communication requirements, including submission of client reporting and billing instructions
- Assist Relationship Managers in handling various types of client requests
- Serve as back-up to other Client Service Representatives as necessary
21
Client Service Rep-norfolk Market Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
22
Client Service Rep, Hours Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
23
Client Service Rep-prince William Charlottesville Market Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
24
Client Service Rep-account Services Resume Examples & Samples
- Demonstrates ability to communicate clearly with coworkers, managers, business partners, and outside clients
- Demonstrates proficiency in written and verbal communication skills
- Demonstrates general knowledge in Microsoft Office Products including Excel, Word, and Outlook
- Demonstrates strong analytical skills and attention to detail
- Demonstrates ability to perform job functions with numerous interruptions
- Demonstrates excellent time management and problem solving skills
- Demonstrates basic understanding of accounting principles
25
Client Service Rep-prince William Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
26
Client Service Rep-va Beach Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
27
Client Service Rep-loudoun / Fairfax Market Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
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xFC Client Service Rep-hours Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
- Bilingual Armenian Preferred
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Client Service Rep-prince Williams Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
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Client Service Rep-call Center Resume Examples & Samples
- Respond to customer inquiries received by telephone, Interactive Voice Response (IVR), or web based portal regarding information on programs and services
- Refer unresolved customer grievances to designated departments for further investigation
- Associate degree is preferred
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Senior Client Service Rep-call Center Resume Examples & Samples
- 1 year related work experience required
- Excellent organizational, written and verbal communication skills
- Ability to maintain confidentiality and security of all information
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Lead Client Service Rep-call Center Resume Examples & Samples
- Communicate with supervisor regarding any potential needs or concerns
- Perform data entry accurately
- 2 years of related work experience required (lead experience in a call center environment)
- Ability to comply with current and updated policies and procedures
- Ability to interact courteously and effectively with a diverse population
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Client Service Rep-case Management, Opwdd Resume Examples & Samples
- Coordinate and process intake referrals (incoming calls, voicemail, and email)
- Respond to calls, provide responses to questions, and refer clients to the appropriate agency as needed
- Perform initial eligibility screen for services
- Determine urgency, sensitivity, and criticality of incoming matters and disseminate as appropriate
- Maintain familiarity with the various complaint/grievance/appeal processes for clients as outlined by policy and procedures
- Assist Customer Service Representatives to triage complaint calls appropriately and effectively
- Intervene with complex complaints
- Maintain updated knowledge of the program, community resources, Health Plan coverage, and options for clients and ensure compliance with all contract, state and federal requirements
- Retrieve client messages from ACD system
- Report any issues of concern and/or problems to the attention of and determine referrals to Ombudsman Manager
- Coordinate with a wide variety of service organizations
- Enter intake activities into database and create case files
- Provide information and referrals as appropriate, perform follow up, and mail satisfaction surveys monthly
- Maintain and update resource information such as program policies, procedures, and training materials
- Research, proofread and edit documents and case information
- Track and file all case-related documents including incoming and outgoing mail, faxes and letters
- Maintain responsibility for mediation, assistance with appeals, and complaint resolution
- Bachelor's Degree from an accredited college or university or high school diploma or GED with three year's related experience required
- Excellent organizational, interpersonal, written, and verbal communication skills
- Computer literacy including proficiency in Excel and Word, and experience working with databases
- Preferred qualifications include: experience dealing with the public; experience working with culturally and linguistically diverse and disadvantaged populations in a courteous and effective manner; knowledge of Medicaid Managed Care as well as experience in health care
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Client Service Rep-s-ashland & Adams Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
- Bilingual Spanish Preferred
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Client Service Rep-hours w, Benefits Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
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Client Service Rep-gaithersburg Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
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Client Service Rep, Hours / With Benefits Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
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Client Service Rep-la Southwest Market Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills –
- Pass pre-employment assessment
- Minimum of six months cash handling experience
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Client Service Rep-so MD / E Shore Market Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills - Pass pre-employment assessment
- Minimum of six months cash handling experience
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CIB Ops-equity Swap Client Service Rep-associate Resume Examples & Samples
- First point of contact for Clients on all operational issues including: valuations, collateral, settlements, documentation, audit, technology, account set up and legal documentation,client reporting
- First point of contact for Front Office Trading and Sales on Equity Swap trade booking / issue resolution
- Support of US domiciled clients trading Swaps in NA, Latin America, Asia, Asia-ex, and EMEA
- Work closely with Sales, Buisness Management to ensure clients and the firm are compliant with Regulatory Rules inlcuding, but not limited to, CFTC, EMIR and FCA
- Confirm swap reset settlements with clients globally, and resolve any breaks
- Expediting ad-hoc requests from the sales and trading desk
- Coordinate globally with London and Asia peers on process/system improvements, and client relationships
- Coordinate with Legal and Onbaording on MCA process and execution
- Perform extensive UAT testing as needed
- Associate
- Working understanding of Equities, Bonds, and Equity Swap products and relevant process flows is necessary
- Derivatives Regulatory knowledge is a plus, i.e: Dodd Frank, EMIR
- Strong verbal and written communication skills are preferred as there is in person client training and meetings
- Exceptional attention to detail
- Team Player able to multi-task in a fast paced environment
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Payroll Client Service rep Resume Examples & Samples
- Associates degree preferred
- Must be able to multi-task and answer calls while working on the computer
- Must be very detail oriented and enjoy working with numbers
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Client Service Rep-so MD / E Shore Market Resume Examples & Samples
- Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies
- Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
- Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans)
- Quote rates, terms and programs for loan customer requests
- Respond to customer inquiries and concerns, creating customized solutions
- Recognize and refer cross-sell opportunities
- Refer opportunities to appropriate specialist
- Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth
- Ensure the customer’s needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer’s banking, small business, mortgage and investment needs)
- During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures
- Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy
- Proactively manage risk in every business, product and service transaction leveraging available tools
- Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients
- Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
- Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach and so forth
- Actively use and leverage current technologies to better understand the technology solutions available to improve our customers’ financial lives
- Ability to learn and understand technology to assist customers with self-service needs
- Apply strong critical thinking and problem-solving skills to meet customers’ needs
- Available to work weekends and/or extended hours as required to run the business
- Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
- Displays passion, commitment and drive to deliver an experience that improves our customers’ financial lives
- Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.)
- Excellent oral and written communication skills with strong influencing skills
- Pass relationship banker pre-employment assessment
- Bilingual (fluent verbal and written) skills where applicable
- Ability to engage customers for long periods of time
- All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates’ proficiency, meaning their ability to perform the critical job tasks and demonstrate the key “how” behaviors
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor’s degree or business relevant associate degree (examples: business management, business administration, finance)
- Financial/Banking center experience
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Client Service Rep-so MD Eastern Shore Market Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
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Client Service Rep-downtown LA Market Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
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Client Service Rep-southern MD Eastern Shore Market Resume Examples & Samples
- Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
- Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
- A minimum of six months experience with cross-selling, up-selling and/or referring products
- Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
- Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
- Ability to sell customers on meeting with a sales associate to learn about products/services
- Ability to respond and assist customers with inquiries and/or problem resolution
- Ability to work effectively as a team member
- Strong communication skills (including verbal and non-verbal) and active listening skills
- Careful attention to detail and time management
- Proficiency in basic computer skills
- Pass pre-employment assessment
- Minimum of six months cash handling experience
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Clinical Client Service Rep Resume Examples & Samples
- Bachelor’s degree or equivalent education and experience
- 2+ years previous customer service experience
- Proven ability and desire to provide exceptional customer service
- Ability to present professional image via phone; superb phone etiquette skills
- Proficient computer skills including Microsoft Office Suite programs
- Clinical knowledge or experience in a lab, clinic or hospital setting
- Understanding of wellness and/or pain management testing
- Familiarity with laboratory systems
- Build strong relationships with other team members and departments; providing excellent internal customer service to optimize service to all external clients
- Answer customer inquiries, research issues and provide effective resolutions to client issues and concerns
- Document issues, action steps and outcome of customers inquiry
- Document and process change requests promptly and efficiently
- Complete supply/product order requests
- Make outbound calls to existing customers providing them with information about new products and services
- Assist clients with pricing and test code request
- Assist clients with account updates and test result inquiries
- Assist clients/patients with insurance and billing questions
- Define and generate specialized customer reports
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Senior Client Service Rep, Wealth Management Resume Examples & Samples
- Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to the processing of wires and fund transfers, bill payment, cash movement, gift processing, updating client databases, preparing required documentation, opening and closing accounts, meeting preparation, maintenance of accurate and complete account records, imaging of documents, and researching of client issues
- Maintains a strong understanding of required steps involved with each activity, proactively communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity and to improve upon the client servicing experience
- Addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management
- Reviews and maintains client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged
- Maintains a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing
- Strives to identify service efficiency and delivery enhancements, as well as process improvements, and periodically participating in business unit initiatives related to process, technology, and system enhancements when directed by management
- Keeps abreast of new or existing Northern Trust and Wealth Management products, services and compliance requirements with an eye on expanding client relationships and fostering new business
- Serves as a mentor to fellow client service representatives, offering guidance, encouragement and direction as needed
- 3-5 years in financial and/or client servicing experience preferred
- Strong knowledge of personal trust and advisory operations, products and services usually acquired through related work experience is required in order to skillfully assist relationship management teams in processing client servicing needs. Investment and banking knowledge extremely helpful
- Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow
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Client Service Rep-call Center Resume Examples & Samples
- Enter appropriate data into computer programs
- Interpret, select, or code items to be entered from a variety of document sources
- Verify data entries for accuracy and completeness
- Intermediate to advanced skill level in use of personal computers and related software applications such Microsoft Access, Microsoft Word, and Microsoft Excel
- Ability to use 10-key by touch with a high level of accuracy
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IB Ops-equity Derivatives Middle Office Client Service Rep Resume Examples & Samples
- Point of contact for Clients on all operational issues including: trade bookings, settlement exception, swap resets, valuations, collateral, settlements, documentation, audit, technology, account set up and legal documentation, client reporting resolving client inquiries timely
- Point of contact for Account Management, Operations, Prematching, Settlements, Cash Processing, Front Office Trading and Sales on trade booking / issue resolution
- Support of clients trading Equities, Fixed Income, Swaps and Options in local and global markets
- Work closely with Sales, Business Management to ensure clients and the firm are compliant with Regulatory Rules including, but not limited to, CFTC, EMIR and FCA
- Perform root cause analysis for their respective clients to increase STP and reduce client inquiries and partner with client service teams to help change client behavior where required to remove manual processes
- Communication of open issues to the external client and internal client service rep in a clear and concise manner, ensuring a full understanding of the issue
- Assistance on Projects pertinent to the desk, and participate in new project initiatives when required by business demands
- High level of client service focus and Responsible for understanding "end to end" system processing and the "transaction cycle"
- Monitoring & Adhere to daily work flow queues and ensure work is completed daily ensuring all day to day queries dealt with within required SLAs and escalate issues to the team leader
- Associate or Equivalent
- 3 year minimum experience in the industry is preferred
- Excellent communication and interpersonal skills with the ability to develop strong working relationships with marketers, external clients, traders and other support teams
- Must be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary
- Strong leadership skills with the ability to take ownership and responsibility
- Skillset to properly escalate issues to management, controls team and front office sales and trading teams
- Team Player, but also must be able to work independently
- Highly organized, able to multi-task in a fast paced environment
- Positive “Can Do” attitude
- Ability to work under pressure, prioritizing tasks according to risk and client profile
- Ability to drive and manage global initiatives and projects driven by the business, industry or operations
- Strong communication skills required for quarterly review meetings with clients
- Strong analytical and problem solving skills, including the ability to understand the external client’s perspective when applying solutions
- Creative problem solving with a focus on improving / maintaining client relationships
- Equity, Fixed income, Option, FX, Swap and Derivatives product knowledge is a plus
- Must have strong PC skills with particular emphasis on Microsoft excel, formula construction, and excel reconciliation solutions
