Supervisor, Client Resume Samples

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D Senger

Dovie

Senger

920 Kihn Village

Dallas

+1 (555) 868 5807

920 Kihn Village

Dallas

Phone

p +1 (555) 868 5807

Experience Experience

Boston, MA

Client Accountant Supervisor

Boston, MA

Casper, MacGyver and Welch

Boston, MA

Client Accountant Supervisor

As a professional, you will be expected to drive your own development and that of those around you by maintaining high standards of performance as you carry out your role
Assist improvement in current practice and draw the attention of management to unresolved issues
Work on a range of other project/process development/internal & external training initiatives
Develop an expectation of accurate results and investigate all anomalies
Successful candidate will ensure an excellent service standard, maintain a flow of communication, build relationships and continuously manage
Understand all relevant technical aspects of the team’s output
Participate in meetings, as necessary

Chicago, IL

AML Client Intelligence Supervisor

Chicago, IL

Hauck-Lebsack

Chicago, IL

AML Client Intelligence Supervisor

Manage and oversee a team of AML Client Intelligence Analysts that perform the customer onboarding verification process, including documentation collection and validation as well as performing enhanced due diligence on prospective and existing high risk clients subject to Management approval
Performs supervisory activities, including identifying performance problems and seeking guidance for remedial action; reviewing performance; and participating in interviewing and selecting staff
Plans, assigns, monitors, reviews, evaluates and leads the work of others
Evaluate potential matches of prospective and existing clients against designated sanctions targets and prohibited persons lists
Conduct quality reviews of the disposition of cases and alerts facilitated by CIU Analysts
Devise and analyze metrics and prepare reports related to key measurements of AML customer onboarding activities
Prepare and lead AML client onboarding trainings of targeted divisions within the Firm

present

Phoenix, AZ

Private Client Division Operations Supervisor

Phoenix, AZ

Lakin-Wilderman

present

Phoenix, AZ

Private Client Division Operations Supervisor

present

Responsible for daily banking: issuing cheques, deposits
Ensure satisfactory resolution of enquiries and take ownership of coordinating responses with other branches/departments as necessary
Record retention and archiving
Act as missing documentation coordinator
Support Firm service goals
Open new accounts
Documentation Point Person

Education Education

Bachelor’s Degree in Confidentiality

The University of Kansas

Bachelor’s Degree in Confidentiality

Skills Skills

Is detail-oriented, a strong communicator and effective presenter
Is able to develop and disseminate strategic direction across internal cross-functional teams
Is able to lead strategic efforts across multichannel engagements
Comfortable working in and leading integrated agency relationships
Four to eight years of experience, which may include large-agency interactive or senior client-side marketing experience focusing on strategy, innovation and an entrepreneurial approach to building brands
Is able to handle multiple projects at once
Collaboratively responsible for development of long-term account success and growth by participating in Client Engagement Plan development and execution.Gains and maintains expert knowledge of client’s business, industry and competition
Is a team player with strong interpersonal and organizational skills
Is responsible for the core growth and development of the account team, including goal setting performance evaluations
Has financial responsibilities that include monthly billing, forecasting and updating clients on monthly billing and expenses

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15 Supervisor, Client resume templates

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Supervisor, Client Invoicing Resume Examples & Samples

Build teamwork within the department, with region and head office groups to achieve superior customer focused results
Identify and implement quality and productivity improvements to increase accuracy and efficiency of service and products delivered to clients
Using established routines and activities to ensure all invoices issued accurately within agreed Service Level agreement timeframes
Using established routines and activities ensure all manual data preparation is accurately completed within deadlines
Manage payment processing, ensuring all deposits are banked on same day of receipt and applied accurately against client receivable
Maintain strong internal control environment to ensure no transactions are processed without appropriate authorization
Responsible for ensuring adequate controls are in place to ensure no revenue leakage
Review workloads on a regular basis and make appropriate adjustments
Collaborate with the management team to develop, communicate and implement departmental procedurest

Supervisor, Client Engagement Resume Examples & Samples

Aggressive approach to client and team management as well as overall team and account growth
Is responsible for the core growth and development of the account team, including goal setting performance evaluations
Has financial responsibilities that include monthly billing, forecasting and updating clients on monthly billing and expenses
Experience with social media marketing
Familiarity with all facets of interactive campaign and macro strategy development
Experience with sports marketing

Supervisor, Client Engagement Resume Examples & Samples

Collaboratively responsible for development of long-term account success and growth by participating in Client Engagement Plan development and execution.Gains and maintains expert knowledge of client’s business, industry and competition. Drives execution and measurement of final plan, ensuring proactive thought leadership and MIP initiatives are carried out
Supervises all work, providing oversight and guidance on current work (70%, while also aggressively pursuing new opportunities (30%)
Builds and maintains client relationships, both with day-to-day clients and more senior level contacts
Participates in key client meetingsBuilds and maintains agency partnership relationships. Presentations of VML work
Client briefings
Strategy sessions
Agency day meetings
Cross-agency partner meetings
Builds and maintains agency partnership relationships
Supervises and develops direct reports
Financial management responsibilities include monthly projections and billing, monthly budget review with clients
Regularly meets with and informs Director, Client Engagement on status of business, including escalation points as needed

AML Client Intelligence Supervisor Resume Examples & Samples

Manage and oversee a team of AML Client Intelligence Analysts that perform the customer onboarding verification process, including documentation collection and validation as well as performing enhanced due diligence on prospective and existing high risk clients subject to Management approval
Evaluate potential matches of prospective and existing clients against designated sanctions targets and prohibited persons lists
Investigate potential negative media alerts to identify whether a true match to a prospective or existing client and escalate, as appropriate to Management
Conduct quality reviews of the disposition of cases and alerts facilitated by CIU Analysts
Manage escalation process from CIU to FIU and provide guidance as appropriate
Devise and analyze metrics and prepare reports related to key measurements of AML customer onboarding activities
Prepare and lead AML client onboarding trainings of targeted divisions within the Firm
Administer policies and procedures to ensure compliance with regulations related to money laundering included in the US PATRIOT Act
Monitor regulatory developments and industry trends to facilitate incorporation into the Firms’ AML program. Directly participate in and provide necessary support for special projects and initiatives as assigned
Develop documentation related to AML issues to enhance corporate policies
Inform senior management about issues that may involve rule violations or potential liability
Maintain currency in laws and regulations pertaining to anti-money laundering compliance
Customer Due Diligence, Enhanced Due Diligence and other KYC policies and procedures
Concepts, practices and procedures of securities industry and/or banking compliance reviews
Rules and regulations of the US PATRIOT Act
Fundamental investment concepts, practices and procedures used in the securities industry
Administering anti-money laundering policies and procedures
Identifying and applying appropriate compliance monitoring procedures and tests
Effectively supervise up to 8 CIU Analysts
Interpret and apply anti-money laundering regulations and identify and recommend compliance changes as appropriate
Independently research and resolve issues while working across teams to acquire information
Establish and maintain effective professional working relationships at all levels of the organization
Handle highly confidential information professionally and with appropriate discretion
Maintain currency in anti-money laundering rules and regulations and compliance examination techniques and best practices
Bachelor’s Degree from a four-year college or university in a related field and four (4) years’ experience in AML customer onboarding and investigatory experience

Private Client Division Operations Supervisor Resume Examples & Samples

Proactively and professionally provide administrative assistance to assist the IA(s) / SA(s) in meeting client service needs
Strong knowledge of PCD administrative process and procedures as contained in Sales Administration Manual (SAM) and OpsCentral
Full understanding of the complex operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products and services
Full understanding of Trust products (i.e., RRSP, RRIF, TFSAs, etc.) and of Compliance and audit rules (proprietary and industry)
Strong problem solving and resolution skills with a proven ability to implement and manage projects
Understand and use of Broadbridge (ADP), RIS, Excel, Salesforce and other technologies, as applicable
Ability to assess risk and make solid judgement and decision making skills in collaboration with Branch Management
Ability to create own measures of excellence and improve business performance and work processes (BPI)
Proven relationship management skills
Post secondary education or equivalent experience
Minimum 5+ years related work experience in a directly related function is preferred
CSC and CPH successful completion within 18 months of date of hire as preferred
Successful completion of IIROC Licensing Program preferred

Private Client Division Operations Supervisor Resume Examples & Samples

Responsible for daily banking: issuing cheques, deposits
Maintain a complete understanding of compliance regulations regarding banking
Maintain audit files and ensure documentation in good order
Documentation Point Person
Act as missing documentation coordinator
Open new accounts
Submit certificates to Head Office
Reception coverage
Record retention and archiving
Support Firm service goals
Ensure satisfactory resolution of enquiries and take ownership of coordinating responses with other branches/departments as necessary
Support the goals of the team, branch and Firm
Ongoing focus on continuous improvement
Capable of independent learning (i.e., self study, self directed)
Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation in accordance with Bank policy
Able to take initiative and work independently
Able to meet deadlines
Knowledge of Microsoft systems: Word, Excel and PowerPoint
Banking background preferred
Post-secondary education or equivalent experience

Client Conversions Supervisor Resume Examples & Samples

Responsible for the daily workflow of client transitions
Conduct pre-transaction testing and quality review of products/solutions
Analyse, reconcile and review all incoming and outgoing data
Contribute to the achievement of team objectives
Knowledge of Front office systems i.e. Bloomberg, Fidessa and Pro-Quote
Strong interpersonal skills and ability to communicate both internally and externally
Ability to cope with a heavy workload

Client Accountant Supervisor Resume Examples & Samples

As a professional, you will be expected to drive your own development and that of those around you by maintaining high standards of performance as you carry out your role
Successful candidate will ensure an excellent service standard, maintain a flow of communication, build relationships and continuously manage
Display initiative by suggesting improvements to processes and taking ownership of service provided to clients. Use your qualifications and experience to add value to the role
You will require an ability to work within a tight, deadline driven environment. This will involve maintaining an attention to detail and ability to make decisions without missing agreed deadlines
Ensure the team operates within BNYM’s code of conduct and policies at all times
Work on a range of other project/process development/internal & external training initiatives
Assist when required with the day to day planning and managing of staff and guiding colleagues where needed
Understand all relevant technical aspects of the team’s output
Develop an expectation of accurate results and investigate all anomalies
Identify issues and ensure they are resolved. Identify and assess risks and inefficiencies, recommend suitable solutions and implement the plan
Participate in meetings, as necessary
Act as a liaison point for clients
Maintain up to date and in-depth knowledge of IFRS, FRS 102/101
Assist improvement in current practice and draw the attention of management to unresolved issues
Meet all statutory, regulatory and management reporting timetables. Review this data to ensure its accuracy prior to review
A professional accounting finalist or someone with relevant experience will be considered
Strong clerical and keyboard skills with particular focus on accuracy and a high attention to detail
Proficiency in using Microsoft packages particularly Excel
Knowledge of accounting packages
Exposure to VAT particularly within Financial Services would be beneficial
Professional approach to work and personal appearance
The ability to assess issues and put forward solutions to resolve them with minimal client impact
Sound technical knowledge of accounts preparation and VAT compliance with direct exposure to key clients of BNYM
A fast paced environment which offers ability to develop and progress within the company

Supervisor, Client Resume Examples & Samples

Comfortable working in and leading integrated agency relationships
Is able to handle multiple projects at once
Is a team player with strong interpersonal and organizational skills
Bachelor’s degree or equivalent in related field
Experience with digital marketing focusing on site, display, search, emerging media or overall digital ecosystem development
Experience with production (preferred)

Client Account Response Supervisor Resume Examples & Samples

Ensure customer service levels, department procedures, key performance Indicators, and department productivity goals are attained. Manage and monitor incoming client requests (internal and external) and validate appropriate coverage is available to meet service level goals
Respond to employee and branch office inquiries; identify problems and work with associates to research and resolve
Provide Guidance Solutions team members with customer feedback on satisfaction with Scottrade products and service
Facilitate interactions with Envestnet on account issues, such as raising cash, account linking, etc
Collaborate with Back Office Operations Department to ensure timely handling of updates for managed and retail accounts
Provide follow up/feedback to internal Scottrade associates on issue resolution as needed
Maintain industry knowledge via review of any regulations and policies that impact the department and disseminate the information to department associates
Strong leadership, coaching and associate development skills. Ability to motivate and provide guidance to others
Ability to act as role model for associates; demonstrate professional demeanor at all times
Strong knowledge of customer service model
Ability to professionally represent Scottrade to clients
Exceptional research/problem solving ability
Must have the ability and willingness to effectively make and enforce sound decisions based on business experiences, research and problem solving skills in a fast paced environment
Ability to maintain a positive attitude and demonstrate maturity, empathy, and patience when dealing with clients. Must be able to communicate using calm and reassuring communication techniques
Ability to remain objective and consistent when reaching solutions. Must be able to convey confidence in the ability to reach a satisfactory resolution
Strong interpersonal skills with the ability to build effective working relationships throughout the organization
Exceptional written, verbal and listening skills required. Ability to write and deliver business information in a clear and concise manner
Ability to present information in an impactful and effective manner
Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude
5+ years in back office brokerage operations required

Client Operations Supervisor Resume Examples & Samples

Supervising activities of assigned client operation team to ensure quality performance, in-depth product knowledge, and adequate staffing in order to exceed the client's goals and objectives
Oversee the activities of assigned staff employees by ensuring the function is efficiently performed in a quality-oriented environment reflecting the West values
Ensure staff employees receive continuous development training after initial training has been completed in order to improve ability to service the client
Assist with identifying areas where additional training is needed based on performance of assigned staff employees
Minimum of one year in operations, sales, customer service, business administration, health care required, based on assigned area
Minimum of one year supervisor or team lead experience preferred

Client Operations Supervisor Resume Examples & Samples

Oversee the onboarding of US clients to Janus across a variety of private funds (commingled pools, hedge funds, SMA (separately managed accounts), CITs, etc.) as well as separate accounts, across a variety of strategies (equity, fixed income, derivatives, etc.)
Assist with the facilitation of the operational aspects of ETF product launches across a number of internal teams (Trade Operations, IT, Accounting, etc.) and external vendors
Serve as main point of contact with custodians and transition managers through onboarding/offboarding of new or existing clients
Work closely with internal teams to understand business needs for successful facilitation of client onboarding and oversee internal system (CAP – client acceptance process) utilized to track and monitor onboarding process. Work with internal teams to identify enhancements to the system where necessary
Responsible for ensuring accurate and timely notification of client directed cash flows into/out of a variety of products. Work with Trade Operations, investment personnel on timing of cash flows, trading activity, etc
Promote a client centric work environment that ensures client expectations and deliverables are met or exceeded
Writes performance reviews and creates development plans for team
Ensure solid processes and procedures are in place and maintained on an ongoing basis
Oversee special projects as assigned
Strong understanding of various private fund structures and investment strategies (equity, fixed income, derivatives)
Excellent interpersonal and customer service skills
Strong people management and leadership skills
Strong vendor relationship skills
In-depth knowledge of financial services industry
Advanced Microsoft office skills (excel required, visio preferred)
Strong technical skills and ability to quickly understand new software
Strong organizational skills with the ability to manage multiple tasks simultaneously
Ability to plan and prioritize short term and long term initiatives
Adaptability and flexibility in a fast paced, changing environment
Ability to meet deadlines and high volumes of work with short deadlines such as quarter-end
Three to five years of experience in mutual fund/financial services operations role or equivalent
Three years people management experience required

Supervisor, Client Analytics Resume Examples & Samples

Working knowledge of Epic Clarity
Experience working with an automated request system
2+ years supervisory experience
Familiarity/Experience in MS SQL Reporting Services, OLAP reporting, data cubes, and web based reporting/deployment a plus
Experience working with MicroStrategy

Supervisor, Client Resume Examples & Samples

3-5+ years of experience in supervisory/management in an insurance and/or service industry that directly aligns with the specific responsibilities for this position
A demonstrated track record of consistently meeting and/or exceeding performance expectations
Possesses a bias for action and avoids workplace distractions
Drives performance targets to completion

Client Engagement Supervisor Resume Examples & Samples

Ensuring Operational Excellence on the accounts managed
Maintains and grows knowledge of clients’ business and industry
Keeps team apprised of competitive activity
Directs team relative to clients’ business goals and objectives to inform projects
Focus is on client projects or brands, directing execution of projects (80%) and mining new opportunities (20%)
Is able to work effectively with a variety of internal disciplines and business groups, including Client Engagement, Creative and Product Development teams
Detail-oriented, a strong communicator and an effective presenter with skills necessary to develop effective presentations
Team player with strong intrapersonal and organizational skills
Is able to think and operate with strategic orientation in addition to task/project management
Has detailed knowledge of the digital industry, emerging trends and innovation
Is able to lead cross-functional teams and participate in and navigate cross-agency collaboration
Manages up and knows when to escalate internal and/or client concerns
Familiarity with ecommerce and online advertising is a plus
Is able to help mentor and support career development of team members
Bachelor’s degree or equivalent in a related field
Three to six years of agency and/or client-side experience managing large-scale marketing projects
Interactive marketing experience is necessary

Supervisor, Client Operations Resume Examples & Samples

BA/BS degree Preferred in Marketing, Business Administration, Finance, Accounting, Communications/Advertising
Analytical skills with a foundation in strategic business management
Experienced in implementing new product development or product enhancement projects
Experienced Microsoft Excel user comfortable with Pivot tables and formulas within the industry / operations function/finance
General Media Methodology would be helpful. 1-2 years media billing experience
Finance experience, especially in Media would be a plus
Provides feedback for process improvement and lessons learned as related to assigned tasks
Consistently demonstrates a desire to learn through proactivity and initiative
Demonstrated ability to navigate technology platforms in digital media

PIA New Client Setup Supervisor Resume Examples & Samples

Supervises employees in all aspects of H&B product processing; establishing, maintaining and enforcing that productivity, timeline and quality standards are met using key indicators and staff interaction
Communicates expectations to the team members and reviews processes on an ongoing basis to ensure team is meeting operational priorities
Develops and maintains relationships with H&B sales, payroll (Core, MMS, Advantage and PBS), HR Solutions, IT and Accounting partners to ensure optimal service to clients with minimal breakdowns between internal Paychex teams
Works directly with H&B sales leadership and accounting/commissions to ensure accuracy in setup/commission
Ongoing relationship/process flow and improvement efforts with H&B sales districts and H&B operational regions
Assists in the establishment of policies and implements all policies and procedures relating to the workflow of the assigned team to ensure timely and accurate service
Maintains compliance with state, federal and insurance carrier guidelines, as well as standards set forth within the Agency to ensure product and team (unit) integrity
Researches and proposes enhancements to existing products' operational processes to create efficiencies and maintain service levels
Recruits, selects, hires and evaluates performance of personnel to ensure all department needs are handled appropriately. Counsels and develops staff for personal and corporate advancement through career development, training programs and other resources as required for professional advancement
Reviews escalated issues and client concerns and makes decisions about process deviations to ensure proper resolution
Assists Agency management to achieve budgeted projections through labor expense and administrative expense controls

Client Experience Supervisor Resume Examples & Samples

Support the Food Studio with scheduling, organizing, prepping and clean up for events taking place in the Food Studio; including but not limited to managing vendors, grocery shopping, running the dishwasher and other Food Studio project needs
Assist account teams with projects; shipping, printing, trimming materials, scanning, copying, framing jobs, laminating, office signage, etc
Set up for client and/or office meetings that are taking place onsite; including but not limited to ordering food, food set up, room set up including ensuring the room has the proper equipment and also clean up after meeting
Act as an AV liaison for IT Director; set up all conference calls not handled by the account team including dial-in, Skype, Adobe Connect and other display connectivity
Assist with reception coverage when needed
Assist account and new business teams by running errands outside the office when needed
Support senior staff with travel arrangements, expense reports and other light administrative duties
5+ years of office and/or facilities management for a fast-paced environment
Experience in admin support, office management and project management is a plus
Roll-up-your-sleeves approach to work; thrive in complex environment
Intermediate knowledge of computer hardware programs
Ability to lift 20 pounds

Ld Rep, Supervisor Client Processing Resume Examples & Samples

Demonstrate a good working knowledge of Crest system and the Irish & UK markets
Previous experience in Global Settlements would be an advantage
Excellent knowledge of in-specie transfer process particularly in relation to mutual fund transfers
Confident and experienced in supervision of staff
Management of staff performance & preparation of appraisals and development plans
Experience in a controlled deadline driven department is desirable
Numerate with good analytical skills. Strong attention to detail
Excellent organisational, interpersonal and communication skills
Ability to deliver tasks accurately and manage workloads within tight deadlines. Therefore excellent time management skills are required
Service orientated and client focused. Initiative and drive to achieve challenging goals
Professional approach to work and personal appearance. Reliable and dependable with ability to lead by example
Assists in communicating needs and issues internally with operating areas and externally with clients
Participates in processing updates to client accounts and company records to ensure they are managed correctly and in a timely manner
Provides support to business and technology managers; handles complex client inquiries and requests
Identifies, investigates and resolves escalated and/or complex problems in client accounts or company records
Trains staff in technical tools and skills as well as specific internal or external client support activities to maximise their contribution to the team and ensure compliance with company policies and industry regulations
May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review and approval actions
Supports the achievement of team objectives

Client Experience Supervisor Resume Examples & Samples

5-7 years of customer experience
2-5 years of experience leading first level leaders
Strong planning, organizational and time management skills and can manage changing priorities, handle multiple projects, meet deadlines and adapt to a changing business environment
A high attention to detail & quality
Experience in and passion for a “roll-up your sleeves and make-things-happen” environment
Extensive experience with email, phone, and chat support channels
Experience with and knowledge of Zendesk
A demonstrated ability to coach, develop, motivate and inspire teams
Strong analytical and problem solving capabilities
The skills and ability to manage time effectively in an unstructured environment
The ability to work non-standard business hours, including weekends & holidays
The ability to work full time in our downtown Austin office

Supervisor, Client Technical Services Resume Examples & Samples

Strong proficiency with MS Office / Word, PowerPoint, Excel, Visio and Outlook to create complex documents, manage schedules, and analyze data
Business user of multiple software applications/processing systems
Strong proficiency in SQL query development, data analysis and Unix based operating systems
Good decision-making skills, including expert problem analysis and discernment under pressure
Demonstrated accountability for achieving service commitments and ability to deliver results under tight time and resource constraints

Supervisor Client Set-up & Maintenance Resume Examples & Samples

Supervise production within department, i.e. scheduling work, load balancing and prioritizing projects to ensure all deadlines are met
Oversees staff to ensure that all pre-established metrics are being met by the team, while using standards of performance measurements
Operate as the point of contact for escalated issues. Resolve issues and communicates cross functionally, as required
Mentor, coach and evaluate performance for both exempt and non-Exempt employees
Ensures all SOX Controls are being adhered to
Identify opportunities for continuous improvement
Experience: 3 years of relevant work experience (in addition to education requirement)
Strong analytical and modeling skills
Proficient in MS Office Suite and ability to create, develop and present Power Point presentations
Ability to excel in a fluid team, face-paced environment
Critical thinking ability
Exceptional interpersonal and communication skills, including oral and written

Client Account Manager Supervisor Resume Examples & Samples

Maintain professional mentor relationship with CAM Team where positive client interactions and adherence to operational processes are enforced and praised
Serve as the primary resource for CAM issue identification, improvement recommendation and resolution
Maintain knowledge of the company’s products, services and policies and train team members to effectively support
Bachelor’s degree preferred. Equivalent work experience required
Proficiency with Microsoft Office Software applications
5 years of customer services experience
Experience with process documentation, management, and process change implementation
A desire to effectively interact with customers, clients and other employees of the organization
Ability to coach team members and develop future leaders
Strong leadership/supervisory skills
Ability to utilize the company’s client management system to effectively maintain institution and client accounts
Accurate invoicing from current accounting system (Great Plains)
Basic math aptitude

ISG Client Operations Supervisor Resume Examples & Samples

Change management/Project management skills
Strong people management skills
Driver of staff progression and development
Conscientious, for example, in seeing issues to a thorough conclusion and to the satisfaction of all parties
Excellent communication skills and the ability to interact with colleagues at all levels
Strong analytical, numerical and inter personal skills
Prioritisation and time management skills
Problem solving through initiative and tenacity
Ability to multi-task and grasp new concepts quickly
Ability to work under pressure and achieve results, whilst maintaining a professional, friendly and client focused approach