Client Services Analyst Resume Samples

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E Bradtke

Elnora

Bradtke

7575 Amely Drives

Houston

+1 (555) 831 1036

7575 Amely Drives

Houston

Phone

p +1 (555) 831 1036

Experience Experience

New York, NY

Client Services Analyst

New York, NY

Stiedemann-Littel

New York, NY

Client Services Analyst

Provides day to day administration and management Regional Market clients, including: Critical Thinking, Customer Centric, Responds to client requests, acts as liaison between client and internal areas, contributes to project status and strategic planning meetings coordinates client enrollment benefit fairs and participates in client driven audits and reviews and leads client driven projects and requests
Working hours are 10 a.m. - 6 p.m
Identifying efficiencies, conducting code reviews and providing recommendations to improve efficiencies
Working knowledge of advanced networking concepts and troubleshooting steps
Using business and application knowledge to perform problem research and resolution
Working hours are 7 a.m. - 3 p.m
Be responsible for ongoing management of small-market operations’ clients, including: managing client processes; managing the Change Order process; acting as a subject matter expert and system resource; being a key resource for day-to-day issues; and investigating technical and business issues reported by clients and recommend optimal solutions

Phoenix, AZ

Health & Welfare Client Services Analyst

Phoenix, AZ

Hills, Beer and Durgan

Phoenix, AZ

Health & Welfare Client Services Analyst

May perform one or more of the following
Perform certain processes and web updates
Process life events
Think outside the box and suggest solutions to difficult issues
Assist team mates with various tasks and projects
Work in fast paced environment
Monitor/manage client and internal escalations

present

Phoenix, AZ

Senior Client Services Analyst

Phoenix, AZ

Bahringer Inc

present

Phoenix, AZ

Senior Client Services Analyst

present

Perform data processing activities for ongoing client services and assist with resolution of participant issues
Provide client assistance on specific functionality for all new and existing NASDAQ protocols
Analysis and recommendations to improve effectiveness and efficiency of the IT organization and the services provided
Root cause analysis and problem management
Assist with and lead customer calls and/or in-person visits
Documentation for support methods, change management, and project implementation
Support user acceptance testing of new products and BCP protocols. Provides user training on system and new functionality and responds to user queries

Education Education

Bachelor’s Degree in Business

University of Georgia

Bachelor’s Degree in Business

Skills Skills

Proficient in Microsoft Word, Excel, Outlook, and PowerPoint; Adobe and Visio
Ability to handle multiple assignments concurrently and ability to shift priorities in a fast paced ever changing environment
Excellent oral and written communication skills
Client Services experience
Strong communication skills, confident corresponding with Front Office stakeholders and efficient solutions provider
Strong attention to detail & controls, and can grasp new ideas and concepts quickly
Ability to work under pressure, cope with change and yet execute in a precise and timely fashion
Competent in MS Office tools, particularly MS Excel
Provide clear/professional responses to client queries
Assist with customer calls and/or in-person visits

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15 Client Services Analyst resume templates

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Client Services Analyst Resume Examples & Samples

Design, develop, and maintain all business materials and collateral to ensure that marketing and branding efforts are correct, consistent, and adhere to firm guidelines
Facilitate the preparation and distribution of internal and external communications, reports, and other deliverables
Track and catalog distribution of materials to external parties, including prospective and existing clients
Coordinate and organize events, calls, presentations, educational seminars, web demos, meetings, and conferences
Input and update client and prospective information in CRM and other databases
Lead initiative in responding to RFP and RFI requests with a specific focus on the accuracy, effectiveness, and warehousing of content
Collaborate with GIA teams to update Due Diligence Questionnaire
Conduct research and analysis to prepare industry coverage and competitive landscape reports to provide team with informative updates on opportunities, trends, and recommendations
Respond to ad hoc requests and contribute to new projects/ initiatives as appropriate
2-3 years of relevant industry experience, preferably within wealth management and/or a client relationship management role
Proficient in Microsoft Word, Excel, Outlook, and PowerPoint; Adobe and Visio a plus
Ability to handle multiple assignments concurrently and ability to shift priorities in a fast paced ever changing environment
Must be detail oriented, reliable, and able to work independently on projects

Marketing & Client Services Analyst Resume Examples & Samples

Bachelor’s degree in finance, real estate, or accounting (minor in marketing desirable but not necessary)
Relevant internship or 1-2 years of experience in finance or real estate
Proficiency in Microsoft Office and SharePoint
Web design experience is a plus
Assist in producing marketing presentations for existing and prospective clients
Work with members of the firm to complete and manage distribution of day-to-day client deliverables, as well as manage ad hoc requests from clients
Support production of communications with clients regarding fund performance, market commentary, financial statements, and reports
Participate in the capital-raising process including, helping with requests for proposals and information, due diligence questionnaires, and prospect tracking
Research and report on market and peer data
Assist in the organization of annual investor conferences, quarterly meetings, and calls

Client Services Analyst Resume Examples & Samples

Need operational client services background from a bank or an asset manager
Licenses are a plus (series 7/63 etc.)
Marketing Material Fulfillment
Marketing Campaign Support
Mutual fund industry landscape
Product knowledge (mutual funds and managed accounts)
Mutual fund operations
Marketing process
Retirement products
Web services

Msg Electronic Trading Client Services Analyst Resume Examples & Samples

Prior experience in Global equity markets
At least 4 years experience in a similar role with knowledge of financial markets, order routing, FIX protocol and network trouble shooting, pre and post trade analytics, trading systems and market structure
Strong sales and marketing skills
Passion for the equity market
Good interpersonal and relationship building skills
Strong public speaking skills

Client Services Analyst Resume Examples & Samples

Perform a broad range of duties to gain exposure to ACS' business, customer and technical environment to learn general company operations in any area where needed
Assist and support the needs and requirements of the assigned department
Support the team on cyclical and annual processes, including Pension Adjustments, Pension Adjustment Reversals, Year End processes, and Statements
Process terminations, death, and retirement packages, in accordance with client requirements
Maintain up-to-date plan member records through state-of-the-art database systems; (manual calculations using formulas in excel and access)
Identify, research, and resolve data discrepancies
Develop and maintain checklists, procedures, and plan documentation
Verify accuracy of participant events and transactions, reviewing edit reports, producing standard reports, performing project work, and performing end user testing of new systems. Technical Skills
Excellent proficiency in MS Word and MS Excel
MS Access an asset. Non-Technical Skills and Experience
Business and Math background
Computer Sciences, Actuarial, or other related education or related work experience
Strong mathematical and verbal reasoning
Excellent multitasking, organizational, and time management skills
Outstanding interpersonal and communication skills

Baam-irbd-client Services Analyst Resume Examples & Samples

Work with senior members of the team on important BAAM client relationships in North America
Support Client Service Team with broader client initiatives
Create custom slides for meetings with clients; conduct analysis specific to a client’s investments
Assist GCOR in coverage of small BAAM investors where active coverage in necessary
Contribute to the greater IRBD team with ideas/information/feedback on any touch point with BAAM’s investors
New Client Onboarding
Work with GCOR and other groups to make sure client is set up for reporting, performance flashes, proper distribution lists, etc
Internal Client Analysis
2 to 4 years of relevant experience
Strong excel and database skills

Aladdin Client Services Analyst Resume Examples & Samples

2-5 years of experience in financial industry
Excellent written and verbal communication skills in English and Japanese. Able to engage in clear and concise communication, both verbally and in writing
Ability to work under high pressure
Good problem solving and analytical skills. Experience in managing small projects would be an advantage but not a must
Is willing to work on rotating schedule that will include weekends, holidays and morning shift

Client Services Analyst Resume Examples & Samples

Perform administration functions and annual and periodic processing which adhere to established procedures (i.e. data management, payroll deduction files, etc.)
Support Member Contact team to investigate and resolve plan member queries · Work with Client Service Manager to set up working procedures and ensure all administration documents are up-to-date and meet quality standards – including plan text, administrative forms · Reconcile external data reporting (i.e. payroll deductions file, monthly premium reporting, etc) · Monitor quality and aging of cases in the Call Management system – take out of senior role · Perform user acceptance testing (i.e. client specific systems) · Develop and maintain checklists, procedures and plan documentation · Produce standard reports · Prepare the cyclical deliverables processing calendar · Assist in resolving complex issues with third parties that affect members’ benefits coverage · Work with business partners to apply appropriate solutions to complex issues · Monitor and address quality issues as they arise
Post-secondary education and/or related work experience · Intermediate proficiency in MS Office applications and essential computer functions · Minimum 2 years’ experience in health and welfare benefit plan administration · Detail oriented with strong commitment to quality · Strong analytical skills · Proven relationship building skills · Proactive ability to handle and manage multiple tasks simultaneously · Client satisfaction focus and team-oriented work style · Ability to remain poised, patient, empathetic, tactful and composed while handling client staff and plan member queries · Strong oral and written communication skills - with particular emphasis on articulation and grammar · High ethical standards · Enjoy working in a fast-paced environment

Senior Client Services Analyst Resume Examples & Samples

Series 7 or 55 preferred
BS Degree or equivalent in Computer Science, Information Systems, a related discipline, or equivalent experience
Experience required 3-5 years
Ability to solve difficult problems with incomplete information
Must be able to adapt and learn new subject matte in short period of time
Must be very self-motivated and extremely customer focused
Ability to take full ownership of an issue and deal with it
Effective communications and presentation skills required
Strong knowledge of market structure a plus
Knowledge of FIX and other trading protocols a plus
Strong knowledge of Excel (macros a plus)

Lightning Client Services Analyst Resume Examples & Samples

Provide Customer support for the Lightning application via phone or e-mail to existing customer base
Serve as an account representative for new and existing customers
Assist with the administration and execution of a new user implementation
Assist in the design and specifications of system enhancements
Assist with QA testing of new releases of the application
Travel to customer site periodically to provide additional training or support
Update and enhance documentation on the application, training handouts, procedures, etc
BS degree in Finance or Computer Science, or equivalent experience
Strong analytical ability to perform full range of problem solving tasks - ability to define problems, collect data, establish facts and draw valid conclusions and effectively adapt to rapidly changing technology
Ability to work both individually and in a team environment
Help desk or industry related experience
Knowledge and/or experience in a Bank Capital Markets, Treasury or Fixed Income Trading environment, either in operations or as a trading floor assistant
Knowledge of various operating systems; UNIX, FTP, or Windows a plus
Knowledge or experience in application development a plus
Knowledge or experience in SQL a plus

Client Services Analyst Resume Examples & Samples

Support the Front Office as a single, one-stop shop for account life-cycle management queries, from account opening, maintenance to closure
Be able to independently process the account opening and maintenance of client data accurately and in a timely manner
Strong communication skills, confident corresponding with Front Office stakeholders and efficient solutions provider
Strong attention to detail & controls, and can grasp new ideas and concepts quickly
Ability to work under pressure, cope with change and yet execute in a precise and timely fashion
University graduate is preferred
Competent in MS Office tools, particularly MS Excel

Client Services Analyst Resume Examples & Samples

Mastery of most internal operational processes, particularly account set-ups and trade submission workflows
Effectively and efficiently solve client and operational issues, with assistance as necessary
Document firm enhancement requests
Suggest ideas to improve the customer experience and improve internal processes and generate a plan to implement the enhancement or idea

Senior Client Services Analyst Resume Examples & Samples

Mastery of internal operational processes, such as account set-ups, trade submission workflows and end-of-day processing
Ability to teach/help colleagues with questions and issues regarding internal operational processes
Document firm enhancement requests and help prioritize them
Suggest ideas to improve the customer experience and improve internal processes

Client Services Analyst Resume Examples & Samples

Complete client on-boarding due diligence and documentation review
Point of contact for bankers, sales support and clients
Implementation of process improvements to enhance client experience
At least three years operations experience, ideally within banking
Strong communication skills, confident corresponding with front office and clients
Knowledge of AML related requirements

Client Services Analyst Resume Examples & Samples

Coordinate deployment with client and internal teams: Develop strong working relationships with customer IT, data owners, and process SMEs; assess client workflows; gather requirements; support test and operation of deployed systems; conduct end-user training; manage project schedules
Manage client datasets: Assist in design and documentation of client-specific data feeds and reports; set up databases with datasets received from clients and other 3rd parties; extract and transform data from operational data stores using SQL and other ETL or scripting tools
Design, conduct, and present data analysis: Run data consistency checks; analyze / mine data; gather product feedback; evaluate trends and interpret results; develop presentations and reports to communicate findings
Support project and product documentation: Develop client-ready status and findings reports
Fluency with MS Office
Proficiency working with reporting and business intelligence tools (e.g. SQL, Excel)
Exposure to commonly-used statistical programming platform (e.g. R, SAS, SPSS, Stata)
Bonus: Experience with programming languages (Python, Java) and data serialization languages (YAML, JSON)
Bonus: Experience in survey, research, or experimental design

Client Services Analyst With English Resume Examples & Samples

Coordinates the estimation of Client Change Requests with internal stakeholders
Analyses and manages the business case and approval flow for Change requests
Manages and Controls financial reports
Analyzes, plans and implements process improvement (such as Six Sigma initiative) needs
Managing direct client relationship
Min 2 years of working experience
Excellent Written and Spoken English
Advanced Excel and Word Skills
Structured work style
BPO
Financial background would be an advantage

Client Services Analyst Resume Examples & Samples

Become an expert in small business products and solutions, both free and paid
Engage directly with small businesses to resolve common inquiries Leverage insights from small business interactions to drive process, policy and product changes and increase customer satisfaction
Analyze quantitative and qualitative data sources, identify trends, and drive improvements to the small business experience
Collaborate with other members of the Small Business team to develop strategies for increasing product adoption within your market(s)
Consult and support the Facebook sales team that works with larger clients to improve Page engagement

Client Services Analyst to AVP Resume Examples & Samples

Assist clients’ inquiries related to post-trade execution in trade lifecycle
Execute settlements and payments with fail management
Keep up with relevant post-settlement processes
Capture corporate action events for clients' assets
Undertake tax processes
Run internal and external projects
3 years experience in investment banking operations
Ability to work using English
Knowledge in non-yen debt products preferred
Strong communication skills with stakeholder

H&W Client Services Analyst Resume Examples & Samples

All other duties as assigned. Additional Job Responsibilities
Develop strong client relationships
Work with a multi-cultural team of administrators and systems analysts
Lead complex discussions and facilitate meetings on a wide variety of pension topics
Planning/project management. **Essential Skills/Knowledge
Minimum 4 years’ experience benefits knowledge

Client Services Analyst Resume Examples & Samples

Work with Client Service Manager to set up working procedures and ensure all administration documents are up-to-date and meet quality standards – including plan text, administrative forms
Reconcile external data reporting (i.e. payroll deductions file, monthly premium reporting, etc)
Monitor quality and aging of cases in the Call Management system – take out of senior role
Produce standard reports
Assist in resolving complex issues with third parties that affect members’ benefits coverage
Monitor and address quality issues as they arise
Intermediate proficiency in MS Office applications and essential computer functions
Minimum 2 years’ experience in health and welfare benefit plan administration
Detail oriented with strong commitment to quality
Proactive ability to handle and manage multiple tasks simultaneously
Strong oral and written communication skills - with particular emphasis on articulation and grammar
Enjoy working in a fast-paced environment /

Health & Welfare Client Services Analyst Resume Examples & Samples

Perform certain processes and web updates
Process life events
Data cleanup
Minimum of 5 years of Health and Welfare Administration experience
Client Facing
Strong SQL
KLG tools

Institutional Client Services Analyst Resume Examples & Samples

Strong organizational skills and an orientation toward strict attention to detail
Professional and decisive with outstanding business judgment
Proven abilities in providing oversight and direction to employees
Proven abilities in developing staff through goal setting, clear and direct feedback, and performance development planning
Foster a culture of teamwork
Experience in recruiting
On time, to quality, delivery of projects and initiatives
A team who are growing as individuals
Remains current on regulatory and industry initiative

Client Services Analyst Resume Examples & Samples

Escalate operational and customer-related issues while demonstrating strong communication skills
Assist with the on-boarding of new clients and platforms
Contribute to internal projects
Engage customers on new initiatives and build and maintain those relationships
Recommend and document enhancements/updates to current operational processes and procedures
Proficiency in Microsoft Office
1-2 years of experience in customer service or client services
1-2 years of experience in the Financial Industry (futures & options and/or OTC)
Requires on-call work outside of normal working hours and occasional travel

Client Services Analyst Resume Examples & Samples

Develop a deep understanding of Visible World's advanced advertising tools and how they relate to clients' workflows and strategies
Service the ad sales and marketing business requirements for a set of Media clients, who utilize or are trialing the use VWs Advertising technologies
Work with internal departments including operations, creative production, and business development team to implement client project plans and ensure all contractual business requirements are completed in a timely manner
Develop strong relationships with the media clients and their agency partners
Understand the media client workflows and business needs to be effective at identifying opportunities to enhance the tool workflows and end products
Assist the Senior Client services team to develop and execute product training and education
Assist the data analytics team and other operational team to execute the required business goals and reporting for all media client requests, in a timely and efficient manner
Assist in client billing and other client usage reports
Media planning or Ad sales knowledge
Advertising industry knowledge
Marketing and communication knowledge
Extremely comfortable with numbers, analytics and spreadsheets
Ability to multi-task across projects and clients
Extremely motivated
Strong desire to work at a growing technology company
Experience with media planning and buying a plus

Client Services Analyst Resume Examples & Samples

Monitor client inquiries that arrive via multiple channels (phone, email, designated mailboxes) and respond promptly, knowing when to engage and consult with legal, compliance, risk, sales & trading, and/or other lines of business relationship managers
Negotiate and walk through various legal documents, such as ISDA, CSA, other master agreements, ISDA Dodd-Frank protocol and swap trading relationship documentation
Understand client type, products they engage in, differences in rules & regulations, and come up with strategy to get participation from clients in various jurisdictions
Perform data reconciliation and oversee data QA which are necessary to address specific client inquiries
Work as a liaison between various technology and business groups to ensure successful implementation of business initiatives and technology releases as they relate to collecting, storing and using client regulatory documentation
Perform data analysis (e.g. creating pivot tables, analyzing data using V-lookups, etc.)
Assist with management of issues / risks on projects with timely issue escalations and suggestions for issues resolution

Investor Client Services Analyst Resume Examples & Samples

Assist in preparing responses to ad-hoc requests involving investment performance reporting, audit verifications and various other requests from clients, custodial banks, third-party administrators, and investment consultants
Distribute various communications to clients, consultants and prospects via customer relationship management system
Load key investor subscription documents into document management system; including tax & suitability documents. Participate in the client on-boarding process through Suitability, KYC, OFAC and FATCA checks
Assist with a variety of special projects and process improvement initiatives
Assist with the quarterly close process for open-end funds, updating quarterly contribution/distribution schedules, tracking withdrawal requests, establishing new clients on various recordkeeping systems, setting up correspondence delivery preferences, maintaining historic clients gained/lost activity
Assist with updating quarterly staffing information relating to head count, additions and departures which data will be utilized in completing RFP/RFI/DDQs and other client/consultant requests
Minimum of 2 years of work experience in a corporate environment required; professional services and/or business related experience is preferred
Technologically savvy
Excellent multi-tasking capabilities
Positive, "can-do" approach to work
Discretion required in handling highly sensitive and confidential information
Ability to compose routine letters and emails
Flexibility to work overtime if necessary

Client Services Analyst Resume Examples & Samples

· Management and tracking of customer implementation development projects
· Direct client support with minimal guidance from Leadership
Responsible for day to day interactions with multiple clients or third party accounts, ensuring that LexisNexis internal resources understand, and are focused on, the objectives of your project, removing roadblocks, researching client/vendor questions, managing conflicting priorities with customers, and coordinating implementation project plans
· Develop and maintain positive client/vendor relationships at the appropriate levels
· Assist in growing and expanding relationships as represented by significant revenue growth per year
· Position both client and LN for strategic growth
· Ultimately responsible for customer/third party vendor satisfaction
· Identify gaps and recommendations for LN performance improvement on behalf of the client
· Assist in strategy planning (customer or third party on-site meetings) and the continuous improvement of development and project processes
· Advise and consult with senior management and business unit leaders on the appropriate use of technology to drive business success
· Identify key service trends
· Work hand in hand with sales and/or third party management and technology to strategically assist and identify top customers’ needs
· This role requires someone to be solution oriented and to make the customers or third party client effort as seamless as possible
· May facilitate both customer and in-house training programs regarding the implementation of new products and new integrations
· Other duties as assigned
· Bachelor degree in business, computer science or related field
· Insurance industry underwriting or rating experience is a plus
Experience with Guidewire implementations a plus
Min 5-8 years of account management or project management or comparable position, may reside within an IT organization with focus in project management, development, implementation and maintenance of large-scale integrated web based systems
Must have experience working with groups conducting testing, programming, and/or account/project management
Demonstrated customer or account management skills
Ability to multitask and work effectively across business lines
· Experience creating customer presentations

Client Services Analyst Resume Examples & Samples

· Min 5-8 years of account management or project management or comparable position, may reside within an IT organization with focus in project management, development, implementation and maintenance of large-scale integrated web based systems
Experience with Guidewire implementations strongly preferred
· Must have experience working with groups conducting testing, programming, and/or account/project management
· Demonstrated customer or account management skills
· Ability to multitask and work effectively across business lines
Experience creating customer presentations

Client Services Analyst Resume Examples & Samples

On-going administration of a small/medium/large defined benefit pension plan
Create/update process documentation related to assigned tasks/projects
Update user documentation for new or updated functionality
Maintain a high level of professionalism and sense of urgency to ensure client (and/or participant) expectations are consistently met
Manage workload and priorities in a high pressure, high volume environment
Interpret and apply the provisions of the plans and the various applicable laws
Participate in the preparation of annual statements for active and inactive plan members
Calculate pension adjustments (PA), pension adjustment reversals (PAR), and past service pension adjustments (PSPA) where needed
As required, calculate benefits (termination of employment, retirement, death, etc.) and prepare event statements in a timely and accurate manner
Prepare payment authorization for retirements, terminations and deaths
Ensure all work is peer-reviewed
Back up and support other team members, as required
Participate in training, special projects and other duties as assigned by the manager
Minimum of 1 – 3 years of experience in Defined Benefit pension plan administration
Intermediate level proficiency in MS Word and Excel
Strong accounting and mathematical skills
Ability to handle and manage multiple tasks simultaneously
Ability to remain poised, patient, empathetic, tactful and composed while handling escalated issues
Solid oral and written communication skills - with particular emphasis on articulation and grammar

Client Services Analyst Resume Examples & Samples

Trade booking and settlement
Resolving settlement and funding issues
Handling margin calls and collateral issues
Travel/hotel bookings
Expense claims
Facilitate mailing of marketing materials

IT Client Services Analyst Resume Examples & Samples

Under direct supervision and responsible for providing basic support to IT users
Use basic analysis techniques to troubleshoot and resolve incidents as well as assisting in performing root cause analysis on problems
Conduct regular interaction with IT users using basic customer service skills and communication skills
Participate in IT projects and work collaboratively with project team members
Work with other support functions on projects and activities related to IT
Conform with ITIL processes and ensuring that all incidents are addressed efficiently and proper system logging is maintained
Resolution of end user’s incident and service requests in accordance with Europe Client Services SLA expectations
Perform basic incident and problem analysis as required to resolve incidents and requests
Perform hardware and software change requests as assigned
Perform implementation support as required
Attend end user meetings as requested to provide local support to users
Install and maintain Nalco local infrastructure as required
Deliver against assigned IT and business project initiatives
MS Office 2007/2010/O365/ SharePoint
MS Exchange, Lotus Notes (advance)
Windows 7/ Windows 10 (advance)
Local client configurations including, SAP GUI, Cisco IP phones
VPN, remote/wireless access connectivity configuration and maintenance
Ghost image process
Basic troubleshooting and problem analysis
Oral and written communications in English
Willing to follow instructions and procedures
High quality reporting to Manager

Client Services Analyst Resume Examples & Samples

High school diploma or GED required; Bachelor’s degree or equivalent work experience
Three to five years of directly related experience
Consulting experience is preferred
Mortgage background is preferred

Client Services Analyst Resume Examples & Samples

Experience with system design, trouble shooting and/or System Administration for PartnerConnect and TVM
Excellent written and verbal communication skills appropriate for client facing interactions
Working knowledge or Microsoft Office suite: Word, Excel, Outlook, PowerPoint
Availability for off standard work hours Issue resolution and Production Release Support
Familiarity of Project Management and Technical Development Life Cycle work environments
Ability to work within complex matrixed environments to assist and support the larger Corelogic Organization structure
Production Support experience
System Adminstration experience
Experience in Project management (ex: Project Coordinator, UAT, BSA)

Senior Client Services Analyst Resume Examples & Samples

Monitor and support NASDAQ Futures Market (NFX)
Research and respond to all order, quote and execution inquiries using internal applications
Analyze data and customer needs
Assist with all issues and maintenance related to exchange proprietary applications
Provide client assistance on specific functionality for all new and existing NASDAQ protocols
Responsible for making regular process improvements in all facets of the group’s daily duties
Support user acceptance testing of new products and BCP protocols
Troubleshoot all client connectivity issues including firewall changes, access list modifications, and session configurations
Appropriately limits use of technical jargon, slang or culturally insensitive language when creating written communications
Communicates findings and results of analyses in the appropriate format to ensure understanding
Develops standard reports, presentations and documents for use at the team level

Client Services Analyst Resume Examples & Samples

Bachelor’s degree in the IT field or equivalent experience
Minimum 2 years of experience in a technical processing environment
Strong PC skills in MS Office
Basic programming skills and desire to develop skills within mainframe and open systems environments

Client Services Analyst Resume Examples & Samples

Manage administrative and case management issues as well as data processing activities on a daily basis
Meet with project managers and clients to define project scope and objectives,
One to three years experience preferred or equivalent industry experience
Proficient with Microsoft Access and Word
Advanced knowledge of Excel strongly preferred
Experience with prior software implementation and training desired
Strong oral and written communiction, attention to detail and teamwork skills combined with the ability to work independently with minimal supervision

Client Services Analyst Resume Examples & Samples

Perform complex pension benefit calculations
One to three years' experience preferred or equivalent industry experience
Experience in specific domains of HR administration (Defined Benefits/ Pension Plans) is preferred
Able to use advanced tools within Excel (pivot tables, v-look ups)
Strong oral and written communication, attention to detail and teamwork skills combined with the ability to work independently with minimal supervision

Client Services Analyst Resume Examples & Samples

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

Client Services Analyst Resume Examples & Samples

Technical school certification
2 years of functional experience in a customer service environment
MS Office; Excel Intermediate Level
Typing 40 WPM,
Data Entry Skills (Alpha and Numeric)
Attention to Detail,
Confidentiality (Credit check),
Thoroughness,
Decision Making,
Independence,
Analyzing Information (Auto Experience a plus)

Client Services Analyst Resume Examples & Samples

BA/BS degree strongly preferred
Proficient with MS Word
Advanced abilities with Microsoft Access and Excel (pivot tables, macros)

Client Services Analyst Resume Examples & Samples

Develop comprehensive knowledge of the Manhattan Software suite
Provide first level solution support during active implementations
Test the product for client specific requirements and manage issues found during the testing process
Assist with production support cases, document common issues and add to our knowledge base
Liaise with internal departments including Consulting and Support teams worldwide
Perform system testing and quality assurance testing of new functionality and software releases
Assist with data conversion and integration
Create solution documentation and training materials
Adhere to all internal policies and procedures as required by the Trimble Information Security Management System (ISMS) as part of the ISO27001 standard
Coupling all our efforts to market objectives, staying centered on a clear definition of our customers and our needs
Aggressive entrepreneurship and disciplined risk taking, enabled by clear strategies
Brilliant innovation, driven by long term vision
Speed and decisiveness, built on precision in our way of thinking, planning and communication
Accountability for our results, leverage by engaged cross-company collaboration
An organizational environment consistent with the values of teamwork, transparency, integrity, respect and responsible corporate citizenship

Client Services Analyst California Telecommute Resume Examples & Samples

Ensuring quick response and follow-up to client inquiries, including returning phone calls and emails within 2 hours and attempted resolution of all issues in less than 24 hours. Follows-up with client within 24 hours after issue resolution
Participate in culture training with Customer Service representatives
Assist Communications Specialist with research to support response to written requests from Plan Members with 5 business days
Assisting in client training for remote system access and reporting
Assist Account Manager with monitoring tactical, day to day management of assigned State client
Participates and assists with coordination of client sponsored events. Cultivating in-group growth through these relationships
Understanding and executing the client contract according to the terms and conditions
Staying abreast of industry trends and developments
Supporting client open enrollment process by helping preparing communication materials and attending open enrollment meetings
Following all policies and procedures related to job responsibilities and participating in the development and maintenance of policies and procedures
Assisting in the client specific implementation
Providing regular feedback to management team regarding client requirement status and business development opportunities
Participating as preceptor/mentor to new staff as requested
Experience in the Healthcare, Managed Care, or Pharmaceutical Industries
2+ years of experience in a PBM Client Management or Call Center Supervisory role
2+ years of experience with Pharmacy Claims Analysis and Claims Systems
Ability to travel 15-25% regionally

Client Services Analyst Resume Examples & Samples

Bachelors Degree (a major generally used in a corporate environment)
Excellent communication skills (verbal, written and interpersonal)
Customer satisfaction oriented
The ability to work with the software development team
Strong knowledge of Windows 7 and Microsoft Office 2010/2013
Moderate travel will be required during implementation projects (up to 30%)
The ability to work in fast-paced, rapidly changing business environment
Strong ability to resolve problems in a timely manner
Must possess strong organizational and time management skills
Must be goal oriented and self-motivate
Must be currently eligible to work for any employer in the United States of America
Must consent to and successfully clear all required pre-employment screenings
Experience or knowledge in areas of property appraisal (CAMA), GIS, property tax assessment and/or tax collection is strongly desired
Experience with SQL Server, .NET
Software Quality Assurance experience

Client Services Analyst Resume Examples & Samples

Management and tracking of customer implementation development projects
Direct client support with minimal guidance from Leadership
Develop and maintain positive client/vendor relationships at the appropriate levels
Assist in growing and expanding relationships as represented by significant revenue growth per year
Position both client and LN for strategic growth
Ultimately responsible for customer/third party vendor satisfaction
Identify gaps and recommendations for LN performance improvement on behalf of the client
Assist in strategy planning (customer or third party on-site meetings) and the continuous improvement of development and project processes
Advise and consult with senior management and business unit leaders on the appropriate use of technology to drive business success
Identify key service trends
Work hand in hand with sales and/or third party management and technology to strategically assist and identify top customers’ needs
This role requires someone to be solution oriented and to make the customers or third party client effort as seamless as possible
May facilitate both customer and in-house training programs regarding the implementation of new products and new integrations
Bachelor degree in business, computer science or related field
Insurance industry underwriting or rating experience is a plus

Client Services Analyst Resume Examples & Samples

Providing production job application analysis, design, coding and execution for custom job assignments
Flawless execution of revenue generating projects for batch products and services in a fast paced and dynamic environment
Identifying efficiencies, conducting code reviews and providing recommendations to improve efficiencies
Using business and application knowledge to perform problem research and resolution
Collaborating with cross functional groups to develop schedules, procedures, and systems to enable the timely delivery of quality custom solutions
Experience with UNIX, SQL, C, and DB2

Senior Client Services Analyst Resume Examples & Samples

Writes and produces detailed functional specifications
Escalation point for unresolved production support issues and participates in analysis and resolution on behalf of the business
Administers project schedule, scope of work and budget, ensuring that operational teams and subcontractors understand client requirements
Communicates client requirements to operational teams and subcontractors
Promotes the organization’s capabilities to clients, identifying where possible sales opportunities which are forwarded to the account managers
Supports design, development, testing, deployment and transition into operation for less complicated functionality when required

Senior Client Services Analyst Resume Examples & Samples

Responsible for planning, organizing, directing, and executing complex, significant and/or high profile new client implementations and successive benefits renewals for the small-market operations. Utilizes project management and effective communication skills to
3-5 years’ health & benefits experience preferred
3-5 years experience in data analysis or development of technical specifications, management of HRIS systems, Human Resources Administration or Benefits Administration preferred
Ability to clearly and concisely define and translate client requirements to system configuration and/or process workflows
Excellent skills with multiple applications including Microsoft Excel
Solid decision making skills
High attention to detail Aware of risk mitigation

Client Services Analyst Resume Examples & Samples

Setup and maintain Connect sites, as well as user access to Connect sites
2 years health & benefits experience preferred
2 years experience in data analysis and development of technical specifications, HRIS systems, or Benefits Administration preferred
Demonstrated ability to work on a team
Ability to build and maintain relationships and facilitate collaboration and communication

Client Services Analyst Resume Examples & Samples

High level experience with querying data within SQL Server
Prior exposure to healthcare payer side data
Ability to learn the MedInsight® product thoroughly
Frequent communication with our India back-office support staff
Multi-tasking will be commonplace
Work with the development team when bugs are detected
Work with client managers on a range of issues (including but not limited to)
Other Microsoft products

Operations , Equity Client Services, Analyst Resume Examples & Samples

Experience of working in a client service role is preferable, along with a sound understanding of financial markets and products. A proven record of accomplishment of learning new products and understanding business concepts is required
CCP is expected to maintain effective risk controls over client's trading activities, hence to analyze internal risk reports, monitor trade matching status and liaise with respective parties to minimize risk exposure
The team operates in a high-risk environment, where the potential for error/ loss to the Firm and clients is high. Due to the nature of the products traded, and the value of the trades, attention to detail is of the utmost importance. Processing trades correctly, first time, is the aim of the group, but when an error does occur it is vital that we investigate, resolve and escalate immediately
This team also performs the functional control and supervision of the Mumbai CCP team
Prioritisation and time management skills - for own workload and that of others
Takes ownership of issues is methodical and ensures resolution

Client Services Analyst Resume Examples & Samples

Experience of the entire software life cycle
Experience in financial application support work in a customer facing capacity, preferably in compliance capacity
Experience detailing system requirements and/or business analysis experience
Client services experience
Awareness of the regulatory landscape and specific knowledge in timely regulatory issues related to Employee Personal Trading and Market Abuse focused on by key regulatory agencies such in MAS, SFC are key organizations to be familiar with is a nice to have
Understanding of compliance / market abuse operations and relevant systems in use by firms
Awareness on competitive solutions such as Actimize, SMARTS (Nasdaq OMX), Star Compliance, Thomson Reuters
Strong business analysis and interpersonal skills are required
Works effectively in a team environment as well as being self-motivated
Comfortable working in a start-up mode, being flexible and temporarily work outside of what is strictly your role
Ability to interact with all levels of a prospective customer’s organization and internal teams, especially technical and operational staff
Flexible regular after-hours (evening) conference meeting with regional teams

CIB Ops-client Services Analyst Resume Examples & Samples

Excellent interpersonal/communication skills are essential when dealing with senior managers
Partnership skills are essential as candidate will be working with diverse Middle Office/Front Office personnel across different regions
A flexible, proactive attitude towards work is required as individual must be responsive to business requests with ability to multi-task and prioritize workload
Strong aptitude in Excel, Access and other Microsoft Office software
Ability to work well under pressure is essential
Additional product knowledge is a plus

Client Services Analyst Resume Examples & Samples

Interact with end users (Portfolio Managers, Compliance Officers…) to provide and process information in response to requests about the AA360 solution (functional questions, issues, enhancements…)
Issue qualification: Gather customer’s information, determine the issue and enter the data into the ticketing system
Offer alternative solutions (workaround) where appropriate
Ability to validate and test relevant functional changes prior to production deployment
Issue follow up: Ensure the R&D team understands the issue and make regular updates to the customer (Calls, emails)
Stay current with product knowledge (when new releases are available)
Facilitate and co-ordinate training where required remotely with the client

Client Services Analyst With Spanish Resume Examples & Samples

An analytical mindset and an aptitude for problem solving
Is able to critique others or own work in order to ensure technical detail, formatting, and overall quality meet and/or exceed project requirements
Additional European language, ideally Spanish, French, Dutch, German, Italian or Portuguese
Database proficiency

Client Services Analyst Resume Examples & Samples

Identify efficiencies, conducting code reviews and provide recommendations to improve the processes-
Collaborate with cross functional groups to develop schedules, procedures, and systems to enable the timely delivery of quality custom solutions
Bachelor’s degree or equivalent work experience (Computer Science or equivalent)
New Grads or Seniors are accepted (Computer Science or similar)

Client Services Analyst Resume Examples & Samples

5-7 years professional experience
Experience with applicable business process sufficient to communicate and consult with team members,
Customers and management
Mortgage Default experience required
GSE background preferred

Portfolio / Client Services, Analyst Resume Examples & Samples

Required to perform oversight of all internal and external deliverables and track the agent's performance against the established Service Level Agreement for their strategies, addressing operational deficiencies where required
Assist with the production of client meeting materials, client questionnaires, and RFI/RFP responses, as required
Answer all Client, Portfolio Manager and Functional team queries
Review and monitor daily PM reports prepared by Mumbai reporting team before those are finalized and signed off to the Investment team
Examples of longer term projects might include a migration to a new system, to a new vendor, new Fund set up, as well as internal projects such as process improvements within portfolio services , risk control self-assessments or activity based costing analysis
Demonstrated success working in a high volume, high intensity environment and an ability to get closure on issues promptly
Proficient computer skills, particularly with Microsoft Office
Ideal candidate will have up to 2 years' experience in Investment Management Operations, and have exposure to Equity and Fixed Income products
Bachelor's Degree or equivalent (Finance, Economics or Accounting preferred) and demonstrated, proven experience in Financial Services Operations or similar role

Client Services Analyst, Health & Benefits Resume Examples & Samples

Monitor project schedules to ensure timelines and deliverables are met; notify project manager or client if timelines are in jeopardy
Test and analyze system configuration against requirement documents during implementation and administration
Meet with project managers and clients to define project scope and objectives,
One to three years experience preferred or equivalent industry experience
Ability to prioritize and manage multiple projects simultaneously
Advanced proficiency with Microsoft Excel, and proficient in Access and Word
Strong self-starter, fast learner, quality conscious, committed to deadlines
Knowledge of SQL is a plus

ICB, Client Services, Analyst Resume Examples & Samples

Servicing existing Middle East & Africa Institutional client base through the delivery of high quality client service with an excellent attention to detail
Taking responsibility for client queries, delegating as appropriate to internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high quality
Gaining a clear understanding of clients’ service requirements, storing details on client management systems
Build sufficient familiarity with BlackRock’s existing products and operational capabilities to aid query resolution and to assist with the design and delivery of external communications
A self-starter who can quickly analyse client needs and focus on delivery
Ability to develop relationships with clients, administrators and other third party stakeholders, and to communicate and interact effectively with personnel at all levels within BlackRock
Bachelors/Masters degree or equivalent

Client Services Analyst Resume Examples & Samples

Pension plan benefits experience required
One to three years’ experience preferred or equivalent industry experience
Experience in specific domains of HR administration (Defined Benefits/Pension Plans) is preferred

Client Services Analyst Resume Examples & Samples

Comprehension and ability to communicate provisions of MetLife Core Products (Life, Dental, Disability, Voluntary Benefits, Retirement & Savings)
Customer service and relationship management skills
Understanding of how to provide exceptional customer service and how to develop relationships
Must be able to handle multiple tasks, set schedules and priorities to meet both internal and external deadlines
Proficient problem solving skills
Understands internal systems and apply analytical skills to the systems
Proficient with Microsoft Office software
1-2 years of “Account Management” experience

Client Services Analyst Resume Examples & Samples

Demonstrate mastery of CME Clearing infrastructure and ability to solve problems across all asset classes/initiatives and most internal operational processes, particularly account set-ups and trade submission workflows
Support CME Group's effort to develop innovative enhancements that improve our team and our customers' experience, including documenting firm enhancement requests, suggesting ideas to improve the customer experience and improve internal processes and generate a plan to implement the enhancement or idea
Provide excellent customer service across all asset classes and initiatives
Develop strong relationships with customers by providing clear/professional responses to client queries, assisting with customer calls and/or in-person visits, developing strong relationships with customers, providing day to day support of customer questions

Custody Client Services Analyst Resume Examples & Samples

Respond to client queries, vast majority of which will concern Corporate Event issues (verification of Event information / missing-incorrect MT56x messages etc)
Respond to client queries concerning their custody/settlements activity and cash (unaffirmed / mismatched / failed trades / debit-credit entries investigations)
Any supporting reports required by direct clients in relation to the above issues are dispatched as per mutually agreed process
Coordinates, when needed, the opening and closing of securities accounts and cash accounts (as per HSS GC’s request) by acting as a link between the requestor and the US-based account opening teams. Performs monthly account reconciliations
Any client documentation required for the Account Admin process and the team’s operation, is safekept according to Group procedures and is available for audit inspection at any time
Team’s procedures/DIMs are up-to-date and procedural/service improvements are suggested
Any system changes that require Client Services team’s involvement are properly tested in cooperation with Operations staff
Any reports required, are delivered to the appropriate stakeholders in a timely manner
End of day check-lists are accurate complete
Critical issues / complaints are appropriately escalated to local management
Reports to the Custody Client Services Supervisor
DCC is an area within HSS which provides clearing and custody services for Affiliates and forms part of Global Banking & Markets - HSBC Bank USA, N.A. (HBUS)
The jobholder plays an important part to the client service offered by HSS DCC
The Client Services team plays a dual role
Behaves as a ‘sub-custody’ client services team, replacing former US sub-custodians and replies to queries sent to us by direct clients HBEU, HBAP and HTDE
Behaves as a ‘global custody’ client services team, complementing the existing GC Client Services teams as well as Manila and Kuala Lumpur and replies to queries sent to us by a specific group of GC clients referred to as “FIG75/Strategic Clients”. These are indirect custody clients for HBUS-CCS but their vast majority will hold direct USD cash accounts and will be direct Payments & Cash Management (PCM) clients in HBUS
The Client Services Analysts fully support Line Manager (Custody Client Services Supervisor) with any task assigned to them and also closely cooperate with all HSS DCC teams and GC Client Services to ensure that the level of service offered to GC and their strategic clients meets the required standards
Degree holder or 3+ years of custody experience preferably in both client facing and back office roles (exposure in Corporate Actions and/or Cash functions will be considered a plus)
Knowledge of securities markets (operational and regulatory)
Creative thinker with ability to quickly solve problems
Excellent time management and ability to multi-task with minimal supervision
Knowledge of Q-Track, HSBCnet, GMG and Broadridge systems (GCAS, CPRO, BPS) as well as DTCC portal will be considered a plus
Client focused attitude

Client Services Analyst Resume Examples & Samples

Providing first-tier support on our key Fixed Income products
Building client relationships
Liaising with product teams about upcoming enhancements, and soliciting feedback from clients
Keeping abreast of changes in market practices or regulation that could impact our group’s services to clients

Client Services Analyst Resume Examples & Samples

Provide timely, independent production and implementation support on Post Trade Derivative’s products
Answering client calls, responding to client e-mails, and logging new client issues
Communicate with the client base by means of e-mail, phones, Client Service Bulletins / Client Information Bulletins
Attend scheduled status meetings
Participate on team projects and presentations
University Senior (undergraduate degree awarded by December 2017 or May 2018)
Basic understanding of the exchange traded derivatives and cleared OTC industry is helpful, but not required
Desire to learn industry knowledge of international capital markets specifically post trade
Quick learner and self-motivator
Able to work independently and within a team
Professional manner in dealing with clients, even under pressure
Highly organized with the ability to manage a heavy workload in a dynamic environment
Show aptitude for acquiring new technical skills
Demonstrate a willingness to aggressively pursue knowledge
Exhibit self-motivating skills
Strong work ethic, dependability, dedication, self-motivation, and enthusiasm
Knowledge of Microsoft MS Office suite

Client Services Analyst Resume Examples & Samples

Conduct ongoing customer segmentation analysis including but not limited to surveys, focus groups, win/loss surveys, internal quantitative/qualitative data, and external customer/market research
Create trending reports on customer communication engagement and develop a forecasting model for customer upsells
Identify customer upsell opportunities across verticals and products
Report on customer upsell pipeline, monthly forecast, and communication influences using Salesforce and marketing automation tool such as Marketo or Pardot
Monitor customer response in communication outreach efforts, by program, product, geographic and demographic fields
Project management and coordination with departments and vendors to submit and execute customer communication programs, including CRM and systems managers, email automation manager and others
Assistance with logistics for any customer events, campaigns, initiatives
Work with business and technology stakeholders to define and articulate customer requirements, and architect complex solutions leveraging Salesforce.com and marketing automation system
Serve as vendor POC for contracts, orders and invoices
Process Design and Documentation: Document existing processes and implement improvements to enhance customer communication productivity. Recommend new methods to enhance productivity and performance
Manage customer communication budget and track ROI against spend
Serve as liaison to legal department for necessary reviews and/or approvals
General and specific customer statistics from Cloud, Premier, and Essentials platforms
Analysis of customer base coverage models, generating routes for improvement
Analysis of positive and negative financial aspects of Client Services (upsells, retention, churn, etc.)
Proficient with MS Office – especially Excel and PowerPoint
Proficient with Google Drive, Documents, Sheets, etc
Ability to drive urgency and own tasks across departments
2+ years of data analysis, 1-2+ years in a project or account management role

Client Services Analyst Resume Examples & Samples

Provide exceptional support to clients, partners, and internal employees in accordance to high quality standards and aggressive production targets
Properly manage phone, case and email queues in accordance to quality standards and production targets. Typical environment includes answering high volume call queue while responding to emails and resolving cases, often all at the same time
Utilize multiple tools provided via telephone with client to diagnose issues and provide solutions, must be an expert at troubleshooting and split second analysis
Timely resolution, tracking and response to all Client inquires that result in cases via SugarCRM
Communicate effectively with internal teams and external clients/partners to deliver product information, properly managing client’s expectations and prompt status updates
Working cross-functionally (this may include multiple departments, divisions, states and countries) to continuously improve our service
Become up to date on the athenaNet application’s functionality and strive to become an expert in the entire athenaNet application
Commitment to achieving mastery of the role, minimum expectation of tenure in the CSC is 18 months, with promotional opportunities available as you progress through our Skill Block Levels
Effectively respond to questions and present information to clients in a clear and concise manner
Accept full ownership of special work and/or project assignments
Become an engaged, and active participant in athenahealth's teaching and learning culture
Hardware and Software troubleshooting experience is a preferred background as strong technical acumen is necessary to be successful in this role
Proven Teaching ability. It’s not enough to give our clients the right answer, you have to ensure they understand the answer and teach them the context and/or business process for achieving a successful outcome on their own in the future
Application experience with many applications including, but not limited to MS Office, MS Communicator, MS Outlook/Exchange and Internet Explorer
Help Desk/Support Desk experience supporting business software applications desired but not required
Familiarity with Internet Web Browsers. (IE6, IE7, IE8, Firefox, Chrome etc.) desired
Ability to multitask in a demanding, fast paced environment. Extreme comfort level with having multiple windows open, systems up and running, quickly navigating between screens, all while providing excellent service to our customers, responding to emails and resolving client cases, often simultaneously

Client Services Analyst Resume Examples & Samples

Serve as the primary point of contact for all lifecycle interactions as relates to Key customers
Proactively manages end-to-end service delivery for eligible customers to ensure timely on-boarding (enrollment, welcome and account set-up), billing and collection activity including resolution of all issues originating during the customer lifecycle
Resolves customer issues (originated via the customers or through Elite Brokers) related to billing and payment in multiple systems, sometimes working in conjunction with relevant functional groups to ensure resolution at first contact
Assists in helping reduce operating expenditures by championing electronic billing and payments activity related to Key customers
Proactively contacts assigned Key customers on a periodic basis to ensure service delivery is aligned with their expectation and highlights insights to direct Manager
Focuses on delivering an outstanding customer experience as measured by Net Promoter Score or Moment Of Truth surveys and proactively takes actions to address outstanding gaps in service delivery as highlighted
Assists in related initiatives to improve customer experience across the business including but not limited to training Customer Relations Representatives on an ad-hoc basis

Client Services Analyst Expert Resume Examples & Samples

Daily business operational performance by proactively monitoring, analyzing, and reporting solutions and service results
Responsible for program status reporting, communicating on a regular basis with client and internal management teams, and mitigation of matters affecting delivery of service
Proven communication skills, as well as requiring the ability to leverage technical business skills and financial skills in both a face-to-face and virtual team environment
Managing performance relative to Service Level Agreement (SLA), while delivering against monthly and quarterly objectives
Supporting technical and platform operations teams in analysis and presentation of Root Cause Analysis (RCA) to our partners, while effectively managing change in the environment
Developing, analyze and troubleshoot reporting metrics to ensure data accuracy and timeliness of deliverables. Provide interpretation and analysis of data for business management at regular intervals to guide strategic and tactical business decisions
Evaluating, refining and reporting on daily operational issues/successes, execute daily process/audit reviews and resolve outstanding issues in a timely manner
Maintaining relationships with existing clients by researching and understanding their business needs, responding to client concerns and problems and acting as the liaison between the client and internal departments
Supporting data and reporting requests from internal and external auditors
Providing business consultation to determine scope of projects to support client needs
Working cross-functionally with Client Services, Product, Legal, Compliance, and Technology as needed to support business objectives
Key participant in client business reviews and planning sessions to further strengthen core services and client relationship
Developing executive summaries, business cases and presentations
Bachelor’s degree and/or 6+ years of professional experience in client facing or operations roles and reporting/scorecard management
Advanced knowledge of statistical, analytical and influential skills, attention to detail, and exceptional creativity for problem-solving, with the ability to balance in a resource constrained environment
Client facing experience, ideally in financial and/or business sectors
Demonstrates business acumen and attention to detail
Builds strong partner relationships at all levels
Basic knowledge of products, industry and competitor services
Uses influence to execute and drive ideas forward
Excellent PC skills in Word, Excel and PowerPoint, with some database knowledge

Senior Client Services Analyst Resume Examples & Samples

3-5 years in specific domains of HR administration ( Healthcare & Group Benefits) is preferred
Ability to prioritize and manage multiple projects simultaneously
Proficient with Microsoft Access, Excel, and Word
Ability to work with and manage deliverables with external vendors
Experience with prior software implementation and training

Client Services Analyst Resume Examples & Samples

Develops and builds partnerships with external customers and internal partners, including sales, Field Service and Underwriting. Supports the implementation process by walking customer through MyBenefits and MetLink or other service features, becomes familiar with plan design and structure, assists in providing smooth and effortless experience for customer
Handles issues of moderate complexity independently
Works well in a metrics-driven environment, with an emphasis on efficiency and individual production
Ensures customer issues are resolved in one call or contact where possible, or refers customer inquiries to appropriate party for swift issue resolution
Ensure appropriate follow through on all open customer issues and inquiries
Support ongoing and enhanced usage of key service features and reports to promote client education and satisfaction
Where necessary, go beyond area of immediate responsibility, or escalate issues, while maintaining accountability to ensure appropriate follow through and resolution to achieve best results for customer and MetLife
Think outside the box and provide creative solutions to difficult problems
Participates in special projects and training as assigned or required
Participates in efforts to change or evolve culture

Client Services Analyst Resume Examples & Samples

Creation and Maintenance of productData in the reference Database and related applications
Determine specific options contracts to be listed on Nasdaq options exchanges
Manage the recurring options expiration process to expire options contracts and replace with new options contracts
Analyze tradingData to draw conclusions about product popularity
Daily communication with members (traders),Data vendors, and other industry constituents about product adds and changes
Development of newData management procedures to reflect Nasdaq’s ever-expanding product line
Ability to manage and analyze large databases
High proficiency in Excel is required
Familiarity with Python, VBA and/or SQL preferred
Prior work experience or internships in the financial services industry a plus
Comprehends and effectively summarizes technical and non-technical information
Makes sense of complex or lengthy information and summarizes into easily consumable and coherent pieces
Summarizes and explains routine information to immediate team members

Client Services Analyst Resume Examples & Samples

Work with a global team of Client Services Analysts, Platform Specialists and Account Managers responsible for front-line client services on the Debtdomain platform
Build & Maintain strong customer relationships and provide outstanding client service, including onsite client coverage, training and support, where applicable
Collaborate with Loans Team Lead, other Client Services Managers and Product Build to solicit feedback from clients to ensure seamless support
Participate in client meetings to assist with training, product demos and transactional support

Client Services Analyst Resume Examples & Samples

Acts as a liaison for Client Services within the IT department and with other departments
Creates, documents, tests and modifies computer systems or programs, including prototypes, based on and related to user or system design specifications
Evaluates, analyzes and documents trends and if necessary implement corrective actions
Analyzes system parameters and define action steps
Defines and creates processes and procedures
Consults with users to determine hardware, software or system functional specifications
Monitors, logs and reports service level breaches
Ensures timely escalation of customer problems by documenting the impact to the customer and by assigning an appropriate severity and target resolution time
Conducts problem determination utilizing skill set and available tools. Records into work order tracking system problem symptoms and status information in a timely fashion in an effort to communicate with and properly use other IT resource
Ensures customer satisfaction by responding to calls to the help desk. Logs all customer questions and problems and tracks the same through to resolution
Strong dedication to quality customer service and a working knowledge of enterprise-wide service delivery procedures
Strong verbal and written interpersonal and communication skills. Superior telephone etiquette and an ability to deal effectively with customers, vendors, peers, and management
Strong problem-solving skills and inherent decision-making ability
Good initiative and assertiveness. Good project management skills and the ability to organize work efficiently in addition to the capacity to work well under stress and time pressures
Working knowledge of advanced networking concepts and troubleshooting steps
Ability to complete tasks with little if any supervision
Vendor Management Skills

Csap Client Services Analyst Resume Examples & Samples

Working within a global SAP support environment primarily with European and Asia Pacific regions
Provide Level1 and 2 SAP support with emphasis on Billing (SD), Purchasing (MM), and other SAP areas Financial Management Systems (FI/CO), Time and Expense, Accounts Payable and Accounts Receivable
Optimize issue resolution by following production support procedures – effective, efficient, documented issue resolution
Maintain appropriate log of issues/queries as put forward by markets within helpdesk software ensuring SLA’s are met
Work closely within the client support team and liaise with other functional team members and/or managers in order to maintain and apply common processes
Actively promote the new designed processes within the organization
Contribute to group goals as set out in the methodology and achieve high level results – by being proactive in the approach
Produce periodic reports
Primary contact for the Billing and Purchasing teams
T & E Portal queries
The logging and resolution of all issues raised to the SAP Support helpdesk
Escalation and prioritization of issues to BA’s and 3rd support staff
System testing new developments
Maintenance of support documentation
Instilling best practice across the regions based on Service Level Agreements
Good experience in a 2nd level support role for SD, MM
Basic understanding of T & E, AR, AP, PS and FI/CO
Solid experience in SAP preferably SAP ECC 6.0
Understanding of Revenue Recognition processes
Strong experience in a SAP Helpdesk environment
Good interpersonal skills & customer service skills
Ability to take full responsibility for a task/tickets
Willing to work flexibly and to travel when required during deployments & projects
Knowledge of SAP HR and Authorisations
Accountancy understanding (both Financial and Management reporting)
Experience of working within a customized SAP solution
Experience with Remedy Management or Other Helpdesk Management tool
Knowledge of Microsoft Office Products
Knowledge of SAP Functional Area

Client Services Analyst Resume Examples & Samples

Assist with user account administration
Monthly Review of access to Business Systems
Responsibility for providing account approval evidence to auditors
Asset Tracking
Assign equipment for new starters in Bedford
Create Purchasing Requests
Create Spin-offs for PC procurement globally
Vendor Setups
Work with Vendors to procure software/hardware
Work with different Business Units to identify procurement requests and assist in completing justification paperwork
Management of invoices including receipts for payment and vendor disputes
Process application access account requests
Follow documented approval process each access request
Lead account administration and troubleshooting for applications systems
Process new hire and termination account access activities
Creation and maintenance of policies and procedures and related documentation
Lead periodic and account access audits
Responsibility for maintaining and providing account access and approval evidence to auditors
Monitoring and reassigning trouble tickets to the appropriate service line representative
Some daily system monitoring, verifying availability of hardware, resources, systems, business applications, logs, verify completion of scheduled jobs and log incident reports
May be asked to provide general personal computer trouble-shooting and desktop support
Research and recommend innovation opportunities, and where possible automate approaches for system access management and other administration tasks
Identify approaches that leverage our resources and provide economies of scale
After hours support on a rotational basis to support our 24x7 operation
Bachelor’s degree desirable
2+ years experience in technical support/operations/administration
Strong organization and documentation skills
Multi-lingual, Spanish language skills a plus
Passion for technology and customer service!
Oracle experience is a plus!
Effective communications skills and ability to interact at all levels and across the globe
Ability to quickly learn company's internal software applications in order to support end users
Must possess a good work ethic, professional, personable, and dependable and great customer relations skills
Ability to effectively prioritize, research problems, document, execute and manage tasks within a dynamic and fast paced environment

Client Services Analyst Resume Examples & Samples

Performs quality control testing on programmed surveys in the phone and web modes and manages questionnaire revisions throughout testing cycle
Ensures survey data quality through reviewing simulated data and respondent survey data throughout the field period using statistical application such as SAS or SPSS
May support business development activities for proposal, pricing, and contracting support for web survey projects
At least 1 year experience in quantitative analysis using SAS, STATA, R, or SPSS (using syntax)
Well developed problem solving skills, data analysis, time management, personal organization, attention to detail, discretion, and composure skills
Ability to work effectively and collaboratively with minimal supervision
Ability to communicate effectively (oral and written) at all levels
Proficiency with data management in SAS, STATA, R, or SPSS
Microsoft Office software, including word processors, spreadsheets and graphics (Outlook, Word, Excel, and PowerPoint)

Client Services Analyst Resume Examples & Samples

Deliver MarketView projects to customers in the Life Sciences or Provider verticals
Lead kick-off calls with LexisNexis sales and client points of contact to understand client’s business objectives and finalize and document project scope
Develop, plan, and execute project via a combination of standard internal tools and engaging with the technical development team as appropriate
Follow and contribute to best practices recommended by Client Services leadership
Coordinate cross-functional resources to execute building of the deliverables and serve as a liaison between sales, customer, and technical team
Perform quality assurance on deliverables to ensure accuracy and consistency with project requirements
Carry out testing of product enhancements and new product development in support of MarketView technical teams
Provide ongoing post-delivery support and training for customers and identify upsell opportunities to professional services leadership and sales team through post-delivery customer engagement
Monitor and evaluate project scope and manage change-order process
Bachelor’s or Master’s degree in business, computer science, or related field (epidemiology, pharmaceutical marketing, statistics, or field related to healthcare a plus)
5-8 years of experience (with a Bachelor’s degree) or 3+ years of experience (with a Master’s degree), preferably in a data analysis and/or client management role
Professional or academic experience in healthcare-related field preferred
Technical skills around data exploration and analysis using tools such as SQL, Excel, Access, or equivalent
Ability to multi-task and juggle multiple internal or external projects in a fast-paced environment
Interpersonal and teamwork skills, including effective writing and verbal communication, attention to detail and organization Demonstrated customer service skills
Strong analytical, critical thinking, troubleshooting, and problem-solving skills
Ability to present complex concepts and project outcomes in a clear and effective manner to both business and technical stakeholders
Experience in customer service within healthcare or data a plus
Experience with relational data a plus
Experience with statistical software a plus (R, SAS, etc.)

Client Services Analyst Resume Examples & Samples

Implement organizational mission of high-level customer service
Responsible for new member orientation and training
Responsible for inter-exchange relationships and communication
Responsible for customer relationship management
Facilitate efficient operation and availability of exchange on a day-to-day basis
Facilitate both ISE and Member testing
Represent department regarding new application and development efforts

Client Services Analyst Resume Examples & Samples

Responsible for daily administrative functions and various client requested reports/projects for assigned cases
Reviewing enrollment forms for good order, approving guaranteed issue coverage and determining applicable effective date, completing maximum premium calculations, processing salary changes, service requests and associated coverage/premium changes for group participants,
Approving form 5500 for tax reporting purposes
Processing service requests for changes in coverage and premium, identifying delinquent accounts and providing notification to Client Executives, coordinating verbal and written communications with clients for administrative purposes
Prepares monthly premium bills, applies premium receipts and reconciles monthly billings to remittances according to SEC regulations
Calculates coverage and premium amounts and ensures accurate application of premium based on plan provisions
Reviews reports conducting error analysis and works to correct all errors resulting from failed processing rules, bad data requirements or file layouts
Resolution of errors may require working with client to modify/transfer data protocols
Works closely with other departments to ensure good relationships are maintained with clients, brokers, third party administrators and certificate holders
Serves as key contact to call center on complex issues
Anticipates problems and identifies opportunities through knowledge of client’s business
Assists Client Executives in managing existing relationships
Initiates and/or participates in conference calls with clients, brokers and third party administrators to resolve administrative issues
Prioritizes workload on an assigned block of business to ensure specified turnaround objectives are met or exceeded
May also monitor for potential TEFRA/TAMRA violations and subsequent follow up
Processing of service requests for group participants
High School Diploma with 5 years Insurance industry work experience
Previous experience in insurance or financial services
Customer service or billing/remittance experience

Client Services Analyst Resume Examples & Samples

Support Client Services in its efforts to service, consult and add additional lines of business to existing accounts. Serve as backup, as needed
Respond timely and pro-actively to client inquiries (phone or email) by contacting the appropriate operating area(s). Inquiries include but are not limited to system / program status, performance metrics, patient / HCP requests, reporting and project inquiries
Provide client-level information in support of RFP activity, as needed
Generate billing, reporting and Quarterly Business Review exhibits, as needed
Support Account Manager and Business Development in the creation of client documents:Master Service Agreements, Statements of Work, Business Rules and Client Work Instructions
Work with Compliance and Training in the development of SOPs, training materials and client-specific training, as appropriate
Maintain the accuracy of the account profile and formal client documents by updating data, as required
Assist in the procurement of any necessary information
Collaborate with IS and Operations to monitor and report KPI status and results
1 Facilitate and coordinate with other departments, the timely implementation of new clients, programs and projects
Analyze inter-departmental problems and make recommendations for resolution
Monitor any potential problems or critical issues which may hinder service to clients and report to manager
Prefers bachelor’s degree from an accredited college or university
Requires minimum of two (2) year’s Pharmaceutical or Healthcare industry experience in the Customer Service, Sales or Marketing areas
Prefers knowledge of Pharmaceutical or Healthcare industry
Prefers knowledge of Conduent health products, programs and systems
Requires basic PC and Microsoft Office knowledge
Requires ability to interface with multiple levels of management
Requires good organization and follow up skills

Client Services Analyst Resume Examples & Samples

Provides day to day administration and management of at least one National Account client, including
Responds to client request, acts as liaison between client and internal areas, contributes to project status and strategic planning meetings coordinates client enrollment/benefit fairs and participates in client driven audits and reviews and leads client driven projects and requests
Accountable for on-going customer service delivery, satisfaction and building a positive relationship with client, partners and provides support to financial team by assisting with billing and reporting
Assists in setting up product and client specific processes and reports within internal systems
Comprehends legal agreements between MetLife and the client and assists to ensure contracts are in compliance and executed. Working knowledge of internal systems and ability to apply analytical skills to understanding of systems and products
5 years business experience
BS/BA degree and 1-2 years of experience
Comprehension and ability to communicate provisions of MetLife Core Products (Life, Dental, Disability,
Voluntary Benefits, Retirement & Savings)

Client Services Analyst Resume Examples & Samples

Analyzing client data to validate accuracy and determine next-steps
Entering or altering program logic to start production process or equivalent actions dependant on computing environment used
Providing technical support including testing, debugging, troubleshooting and implementing necessary program changes, updates, or additions
Monitoring accuracy and completeness of all assigned projects
Communicate status with team members and end users within client expectations
Minimum 2 years experience in a technical processing environment
Excellent multitasking capabilities

Client Services Analyst Resume Examples & Samples

Works directly with plan sponsor clients, carriers and internal partners to obtain data and update data files regarding case management
Manages escalated participant issues resulting from systemic or process issues, sometimes with global impact to client or book of business. Recognizes and manages this risk to protect the firm from Errors and Omissions (E&O)
Works closely with the client on system or data issues, tracks issues and may assist in making recommendations for resolution
Collects data, identifies trends and issues in benefit programs, and notifies client facing internal partners
Completes all cyclical event data processing
Direct point of contact for carrier partners for client services
O Bachelors Degree in Business Administration or related field

Institutional Client Services Analyst Resume Examples & Samples

Develop and maintain excellent relationships with both existing and prospective investors to streamline information delivery; preparing document requests, due diligence questionnaires and presentations
Ensure best-in-class accurate and timely support when booking, reconciling and summarizing capital activity (i.e., subscriptions, redemptions, transfers) liaising across internal teams and external administrators
Collaborate closely with various teams throughout the organization including accounting, engineering, risk, legal and compliance to assist with the development of client materials and analytics
Assist with a variety of bespoke projects and process improvement initiatives

Client Services Analyst Resume Examples & Samples

Associate’s Degree in Computer Science or related field or comparable work experience
1-3 years’ experience with Windows and Mac administration, software/hardware support and troubleshooting required
Proficient with all Microsoft and Macintosh desktop operating systems (within current Microsoft/Mac support lifecycle)
Proficient with Microsoft Office and other standard desktop applications
Hands-on experience working on desktop and laptop hardware and peripherals
Experience using diagnostic utilities for troubleshooting Windows and Macintosh environments
Knowledge of SLAs and Service Desk deliverables
Experience working on project teams
Manage a share ticket queue consisting of incidents and requests from employees across all Vista Outdoor locations
Maintain all end user devices, peripherals and software by following predetermined company policies, processes, and/or procedures
Install, test, and maintain all end user computing equipment, telephony equipment, software, and peripherals
Read technical manuals, confer with users, and conduct computer diagnostics to investigate and resolve problems and provide technical assistance and support
Assist end users with software and hardware training/instruction as needed
Assist in the development of user documentation and training materials
Perform routine and preventative maintenance on printers, copiers and scanners
Escalate critical issues through appropriate channels
Provide remote support for end users at all Vista Outdoor locations
Provide computer/telephone orientation to new Site Support Services staff members

Baam Gcor Client Services Analyst Resume Examples & Samples

Maintaining and creating standard marketing materials
B.S. in Economics, Finance, Accounting, Mathematics or related discipline
Proven mastery of basic functions of task related software (Microsoft Word/PowerPoint, Adobe, Qvidian)
Demonstrated understanding of, ability to calculate and interpret various hedge fund quantitative metrics (Return Calculations, Leverage/Risk Calculations, Performance Metrics, Liquidity)
Demonstrated understanding of firm capabilities based on process/information limitations and compliance restrictions

Client Services Analyst Resume Examples & Samples

Collaborates and acts as a liaison with client's Third Party Administrator to assist with problem resolution and trouble shooting
Responsible for providing exceptional customer service through ongoing customer delivery and client satisfaction
Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations, leads client account audits and strategic planning process and partners with financial team in completion of client reports
Understands the detailed components and provisions in legal agreements between MetLife and the client and assists in facilitating the execution of contracts to ensure compliance
Work as part of cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness
Comprehends competitors’ products, industry trends and legal developments impacting business
Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems
College Diploma required

Senior Client Services Analyst Resume Examples & Samples

Handling of a wide variety of technical support tasks, including desktop, laptop and tablet deployment, configuration, software installation, troubleshooting and hardware diagnosis, repair and maintenance
Customer-focused approach, providing a customer care philosophy that emphasizes customer satisfaction
Deployment of standardized operating system images, configuration and installation of software, distribution and tracking of all new and redeployed IT assets
New employee onboarding and orientation
Research and resolution of desktop support issues. Tracking, monitoring and documentation of issues to ensure timely resolution, reporting and history keeping
Root cause analysis and problem management
Analysis and recommendations to improve effectiveness and efficiency of the IT organization and the services provided
Effective communication with other support team members and ability to express ideas effectively in order to make informed decisions and foster collaboration
Documentation for support methods, change management, and project implementation
Administration and maintenance of hardware and software inventory database
Administration of incident queue, include ticket assignment and escalation
Participation in after-hours on-call rotation to support our 24x7 international operation
Bachelor’s Degree highly desirable
5+ years helpdesk/desktop support in an enterprise environment
Strong analytical and problem solving acumen
Effective organizational, time management and multi-tasking skills
Effective communication and customer service skills, both face-to-face and over the phone, including comfortability communicating with employees whose first language is not English
Expertise with Windows 7, 8 and 10 desktop operating systems, including Microsoft Office in an enterprise Active Directory domain environment
Experience providing project assessment, recommendations and leadership
IT certifications desired such as MCSA, MCSE and A+
Experience with virtualization technologies such as Hyper-V and VMware
Experience with LAN/WAN TCP/IP networking
Experience with cloud based services such as Office 365
Experience with mobile devices such as smartphones and tablets
Experience with printers and VOIP phone systems
Experience identifying, handling and removing malicious software
Must be a self-starter and work autonomously and with peers to provide high-level customer satisfaction
Ability to provide solutions for issues that may not be documented and an ability to think outside the box and creatively solve problems

Client Services Analyst Resume Examples & Samples

Customer-facing role - managing customer inquiries and requests
Provide consultancy on the implementation of the Markit DeltaOne data feeds within customer environments
Extract, manipulate and clean data from internal database via SQL
Involvement in customer training and site visits
Proactive customer management to identify industry trends, issues and opportunities
Supports Sales in both identifying and retaining customer relationships
Engage in and provide support to broad cross-customer initiatives
Foster collaboration and continued product integration across the Equity division
Assist in developing advanced product-focused expertise in the team
Candidate to be degree educated. Finance, Economics or Computer Sciences are preferred
Experience in a programming language (SQL, Java, Python) a plus
CRM experience would be beneficial

Client Services Analyst Resume Examples & Samples

Responds to client request, acts as liaison between client and internal areas
Comprehension and ability to communicate provisions of MetLife Core Products (Life, Dental, Disability, Voluntary Benefits). Working knowledge of internal systems and ability to apply analytical skills to understanding of systems and products
May handle state mandated disability plans
Comprehension and ability to communicate provisions of MetLife Core Products (Life, Dental, Disability, Voluntary Benefits, Retirement & Savings). Customer service and relationship management skills

Health & Welfare Client Services Analyst Resume Examples & Samples

Manages and develops relationships with clients/prospects and insurers to ensure delivery of effective and efficient service
Keeps up-to-date with current legislative topics and its application to existing client benefits schemes
Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors
Builds productive internal/external working relationships
Normally receives general instructions on routine work, detailed instructions on new projects or assignments
Manages/performs the daily operations of the H&W administration for Client
Handles multiple demands and competing priorities with minimal direct supervision
Analyzes, plans and implements process improvement
Assist in the definition, development and maintenance of project and system requirements, technical specifications and test plans
Manage the production calendar to ensure deliverables are met and executed within the agreed upon production schedules
Work with other internal groups to prepare testing strategies to support testing events, data interfaces in/out of the system, employee communications, employee tools (such as the enrollment web), and client reporting
Work in fast paced environment
Assist team mates with various tasks and projects
Back up other members of the team when needed - including the CSM
H&W minimum 3 years
H&W experience, organized, technical aptitude, excellent communication skills, team player, client facing
MS Excel, MS Word, MS Project, SQL, Internet, Pass, etc}
Plans and Compliance
Call Center workflow
Client Service
Must have strong requirement writing experience
Strong Service Center background, helpful
Strong interpersonal, analytical, organizational/time management, negotiation, communication, and problem solving skills, required
Strong data and analysis skill set
Self starter, proactive and detailed oriented
Ability to execute request with minimal management guidance and oversight

Technology Client Services Analyst Resume Examples & Samples

Working knowledge of Consumer & Community Bank (CCB) IT and its supporting Lines of Businesses strongly preferred
Experience of the payments / credit card industry preferred
Proficient creating senior management presentations using MS PowerPoint
Excellent judgment and decision making
Proven ability to make complex decisions based on experience, analysis and judgment
Flexible, process-oriented, organized, with excellent analytical & troubleshooting skills
Proficient in Microsoft Office Suite, especially Excel, Word, and Project are required
Project Management and/or effort coordination skills required

Client Services Analyst Resume Examples & Samples

Relevant Experience or Degree in: Bachelor's degree or the equivalent of training and experience
Comfortable learning new technology
Skills / Knowledge - Learns to use professional concepts. Applies company policies and procedures to resolve routine issues
Problem Solving - Ability to solve problems using experience and good judgment
Effective Communication - Demonstrated effective written and oral communication skills
Technical Aptitude - Ability to understand and communicate technical changes in easy to understand business terms

Client Services Analyst Resume Examples & Samples

Must have a minimum of 18 months experience in financial institution, asset liability management, analysis, accounting, audit, and or treasury is required
Bachelor’s degree in Accounting, Finance, Business Administration
Provides telephone consultation and support services to CXO level customers. Consults customers in analyzing and interpreting data to increase accuracy of results, make informed decisions and determine optimal risk levels
Provides customer consultation on moderately complex banking concepts
May perform and/or manage moderately complex customer installations. Engages customer in consultative dialogue for the purpose of collecting and interpreting key customer financial data
Completes projects, including but not limited to, risk analysis, financial model validations and core deposit studies
Assists customer in interpretation of financial models
Maintains customer databases with pertinent information for the purpose of identifying specific contacts. Logs all client activity related to support, financial analysis and report generation, etc
Communicates customer feedback and requests for additional functionality to product development
Encourages and solicits customer referrals. Acts as a subject matter expert to Sales
Acts as a resource for other product lines
May assist less experienced peers
May provide additional product/service-specific support in the following areas
Assists in product development by testing new software releases. Documents all phases of system operations
Conducts customer or internal training sessions, delivers Board or ALCO presentations, writes white papers and/or speaks at industry trade events
Coordinates and provides monthly/quarterly updates to all service bureau and monthly administrative customers

Senior Client Services Analyst Resume Examples & Samples

Demonstrate mastery of CME Clearing infrastructure and ability to solve problems across all asset classes/initiatives and most internal operational processes, particularly account set-ups and trade submission workflows. Effectively and efficiently solve client and operational issues, with assistance as necessary
Innovate. Support CME Group's effort to develop innovative enhancements that improve our team and our customers' experience, including documenting firm enhancement requests, suggesting ideas to improve the customer experience and improve internal processes and generate a plan to implement the enhancement or idea
Provide excellent customer service across all asset classes and initiatives. Develop strong relationships with customers by providing clear/professional responses to client queries, assisting with customer calls and/or in-person visits, developing strong relationships with customers, providing day to day support of customer questions

Client Services Analyst Resume Examples & Samples

Answer client data and technical queries on the product, which also includes working with many different business groups to gather all information for the client
Troubleshoot supported applications and act as a data and technical coordinator for complex issues, whilst acting as business facilitator for clients
Work directly with sales to onboard new and existing clients with appropriate Data Delivery product choice
Capture client requirements & provide feedback to product groups. Drive functional change to the core product to meet customer needs
Liaise with internal development teams and product groups on bug fixes and enhancements
Enhance client relationships by providing training and demos on all of Data Delivery products
Coordinate client technical integration and data delivery strategy
Streamline support processes by creating/maintaining documentation
Candidate to be degree educated
Client relationship / customer support experience
Solid Excel skills
Database experience, particularly the ability to extract data using SQL would be beneficial
Salesforce experience would be beneficial

Associate, Client Services Analyst Resume Examples & Samples

Answer client data and technical queries on the product, including queries on data extraction and implementation whilst also providing support for internal analyst teams
Troubleshoot supported applications and act as a data and technical coordinator for complex issues, whilst acting as business facilitator for clients
Escalate issues to 3rd and 4th level support and development teams as appropriate
Capture client requirements & provide feedback to product groups. Drive functional change to the core product to meet customer needs
Liaise with internal development teams and product groups on bug fixes and enhancements
Enhance existing client relationships by providing training, general consultancy on implementation and data utilisation as well as other forms of client engagement
Track requests for new data, coordinate these with the data production team, permission confirmed licensed data on subscriber account feeds
Coordinate with external data providers on behalf of clients, to manage account licensing, reporting and permissioning request process
Identifying sales leads within an account and feedback to sales team
Coordinate client technical integration and data delivery strategy
Streamline support processes by creating/maintaining documentation
Candidate to be degree educated
2 to 3 years of work experience in a similar / related function
Client relationship / customer support experience
Solid Excel skills
Database experience, particularly the ability to extract data using SQL would be beneficial
Salesforce experience would be beneficial
Additional language skill such as Korean or Japanese would be beneficial

Client Services Analyst Resume Examples & Samples

Develop and maintain strong client relationships through case support and client meetings
Act as a relationship point for clients and internal business partners
Drive continual improvement of the client service processes and strive for a world class client experience
Monitor client inquiry queues, diagnosing and resolving any resulting exceptions or errors and working with internal groups to provide resolution
Respond to client requests by providing detailed analysis and feedback up until resolution
Identify and track system issues by working closely with our second level support team
Assist with ad hoc projects as required
BS or BA degree with 2-7 years of financial services experience
Knowledge of financial markets and OTC derivatives is a major plus
Previous experience working with software systems and technology is preferable

100

Senior Client Services Analyst Resume Examples & Samples

Manage project schedules to ensure timelines and deliverables are met; notify Team Lead/Manager of client if timelines are in jeopardy. This includes championing the offshoring of work to our external partners. This critical role would be responsible for collaborating with internal teams to define current process, validate offshore procedures and then act as the subject matter expert to provide continued knowledge exchange while auditing transitioned functions
Responsible for interpreting requirement documents and then facilitating ad hoc custom reporting requests from clients, carriers and internal partners on a daily basis. Use our technical tools to manipulate and present data to meet custom specifications; define data fields, import data, design screens and create queries
Meet with clients and other internal/external teams to define project scope and objectives, prepare work plans, documenting project’s requirements and review these with client(s)
Test and analyze system configuration against requirement documents during implementation and ongoing administration. Develop custom comparison tools to identify discrepancies in large data fields. Partner with team members to demonstrate how tools work, document job aids and provide ongoing support and enhancements of developed tools
3-5 years in specific domains of HR administration (Healthcare & Group Benefits) is preferred
Strong teamwork skills combined with the ability to work independently as needed
Advanced proficiency with Microsoft Access, Excel, and Word
Knowledge of SQL is a strongly preferred
Experience querying and manipulating large data sets required

101

Client Services Analyst Resume Examples & Samples

Be responsible for ongoing management of small-market operations’ clients, including: managing client processes; managing the Change Order process; acting as a subject matter expert and system resource; being a key resource for day-to-day issues; and investigating technical and business issues reported by clients and recommend optimal solutions
Be responsible for mentoring Client Service Analysts (Levels 1) in processes (new client implementations, successive benefits renewals and ongoing client management), best practices, and technical issues
Conduct testing and provides peer review for colleagues
3-5 years experience in data analysis and development of technical specifications, HRIS systems, or Benefits Administration preferred
Strong verbal and written communication skills; ability to present complex issues/data with a high level of clarity and impact
Solid project management skills
Excellent problem solving and analytical skills; proven ability to research, follow up and resolve complex issues or problems surfaced by the team
Experience with Microsoft Word, PowerPoint, and Outlook

102

Senior Client Services Analyst Resume Examples & Samples

Meet with project managers and clients to define software project scope and objectives
Prepare work plans, documenting project's scope, and review with clients
Use our sophisticated database tools to set up a client's healthcare & group benefits database; define data fields, import data, design screens and create queries and reports
Monitor project schedules to ensure timelines and deliverables are met; notify project manager and/or client if timelines are in jeopardy
Participate in preview meetings to demonstrate system setup to clients before the system is finalized
Perform data processing activities for ongoing client services and assist with resolution of participant issues
Three to five years experience in specific domains of HR administration (Benefits, Pension Plans, and Healthcare & Group Benefits) is preferred

103

Client Services Analyst Resume Examples & Samples

Associate’s Degree in Computer Science or related field (Bachelor’s Degree preferred) or comparable work experience
Minimum of three to five (3-5) years’ experience with Windows, software/hardware support and troubleshooting required (Macintosh experience desirable)
Excellent proficiency with all Microsoft desktop operating systems within current Microsoft support lifecycle (Macintosh experience desirable)
Excellent proficiency with Microsoft Office and other standard desktop applications
Knowledge of Information Technology Information Library (ITIL)
Extensive knowledge of client computer hardware and peripherals
Extensive experience using a range of diagnostic utilities used for troubleshooting Windows and Macintosh environments
Thorough understanding Service Desk deliverables, and experience meeting or exceeding SLAs
Able to manage/lead small to medium sized projects with limited supervision
Coach or train less experienced technicians
Experience identifying or developing process improvements
Thorough understanding of Cisco Video Telepresence and Codec maintenance and troubleshooting
Maintain supplies for Vista Outdoor IT-supported printers and copiers using company-approved vendors
Provide input on company application purchases
Experience maintaining and troubleshooting Audio/Video systems
Basic understanding of outside telephony and Cisco VOIP systems

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