Client Associate Resume Sample
Amanda Wilkinson
991 Afton Dale,
San Francisco,
CA
+1 (555) 769 5181
Work Experience
Client Associate
11/2017
-
PRESENT
Dallas, TX
- Ensure that all appropriate account documentation is obtained and maintained.
- Stay up to date on changing operational procedures.
- Adhere to all compliance policies and procedures and complete required internal continuing education activities.
- Maintain a high level of confidentiality in accordance with RBC’s Code of Conduct.
- Facilitate the transfer of funds and securities and the issuance of clients’ checks, wires and ACH’s when requested.
- Coordinate and ensure timely mailing of client information (e.g., BETALink reports, research, etc.).
- Send out direct mail campaigns at the direction of the FA(s)
- Conducts investment reviews with clients to determine or validate current investment objectives and prepare recommendations of appropriate investment products
- Develops investment policy statements, advise on asset allocation and manage clients’ investment portfolio
Associate Client Director
05/2012
-
09/2017
Detroit, MI
- Maintains current knowledge of J.P. Morgan Private Bank products and strategies
- Initiates and close sales of investment products within the clients’ risk profile
- Builds and maintain excellent working relationships with internal partners and teammates
- Adheres to internal and external policies and procedures regarding securities transactions and code of conduct
- Understanding of the financial technology space including knowledge of the EzeSoft like products and industry trends
- Act as a specialist by understanding trip projection methodology with deep understanding of statistical techniques utilized
- Can integrate multiple Nielsen solutions into a comprehensive client solution
Private Client Associate
11/2006
-
03/2012
Philadelphia, PA
- Deep understanding of client organizations and the CPG industry
- Can articulate the competitive advantages of Nielsen vs key competitors
- Lead or support client meetings and serves as a representative in client communications providing color commentary and context to findings and recommendations
- Integrates Nielsen capabilities to drive holistic client solutions
- Keeps clients informed of new capabilities and services
- Responsible for client and client service communication
- Takes ownership for overall client satisfaction with contracted Consumer Panel & Spectra Services
- Maintain industry relationships through organizations (ISSA, ISACA, etc.) or other networking venues
Education
Strayer University - Chesterfield Campus
2001 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Strong financial analysis skills including financial literacy, reading financial statements, understanding cash flow projections, statutory requirements and risk management
- Detail-oriented team player with good problem-solving and project management skills. Strong oral and writtencommunication skills
- Excellent time management, organization, multi-tasking, prioritization, and follow-up skills
- Excellent communicator: verbal, written, presentation, listening skills with internal and external stakeholders, both senior and junior
- Experience: 2 years customer service experience with experience and/or courses in Desktop Publishing, graphics or other related applications
- Excellent interpersonal skills, working well independently and in a team environment
- Demonstrate project management skills by using resources such as event timelines and Key Performance Indicators
How to write Client Associate Resume
Client Associate role is responsible for word, organizational, technical, microsoft, interpersonal, excel, business, supervision, investment, communications.
To write great resume for client associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Associate Resume
The section contact information is important in your client associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Client Associate Resume
The section work experience is an essential part of your client associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Associate resume experience can include:
- Excellent analytical skills, verbal and written communications skills
- Strong consulting, presentation, negotiation and selling skills
- Excellent skills in Microsoft Office Suite and other technologies / Computer proficient (Excel and Access)
- Knowledge of investment and banking products, policies & procedures is required, Strong client service & technical skills (MS Word & Excel)
- Effectively manage a book of relationships and act as relationship lead accountable for the client’s experience
- Strong communication and interpersonal skills with great attention to details
Education on a Client Associate Resume
Make sure to make education a priority on your client associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Client Associate Resume
When listing skills on your client associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical client associate skills:
- Excellent communication and presentation skills, both verbal and written, with the ability to effectively communicate solutions
- Excellent analytical skills, verbal and written communications skills are required
- Excellent/Proven business development skills
- Detail-oriented team player with solid problem-solving and project management skills
- Solid written and verbal communication skills able to convey information
- Strong organizational skills with the ability to work on multiple projects concurrently
List of Typical Experience For a Client Associate Resume
1
Experience For Associate Client Director Resume
- Demonstration of strong organisational, prioritisation and project management skills required
- Excellent customer and listening skills
- Effectively build and manage a book of relationships and act as relationship lead accountable for the clients experience
- Strong analytical skills with an ability to understand complex work-flows across multiple business types required
- Excellent communication skills, written and verbal in Dutch and English
- Dedicatedly demonstrate ideas, insight and relationship skills to generate new and incremental business for Bank of America Corporation
- Effectively build and lead a book of relationships and act as relationship lead accountable for the client’s experience
2
Experience For Associate, Client Management Resume
- Proficiency with Microsoft Word, Excel and PowerPoint Excellent Communication skills
- Outstanding communication skills to facilitate client relationships and internal team cohesion. Able to challenge, coach and support / drive change
- Exercise good judgment by recognizing urgency and prioritizing accordingly
- Provides high level customer service ensuring critical requirements, due dates and ad hoc requests are effectively and efficiently completed
- Prior job related experience in payroll or accounting/reconciliation
- Perform verification, validations and testing of the data provide by Technology prior to submission
- Related professional experience (banking/financial services industry or customer service) Or 2-4 years of overall experience
3
Experience For Private Client Associate Resume
- Related professional experience (banking/financial services industry or customer service) OR2-4 years of overall experience
- Experience in analytics overall with 5+ years of experience in digital marketing analytics (dependent on Seniority Level)
- TV is key for both clients, but digital is a very important channel as well so strong experience in both would be very useful
- Experience in the Consumer Packaged Goods (CPG) or market research industry
- Communications, ability to manage phone calls, skills
- Organizational skills, able to manage time efficiently and can multi-task
- Developing strong relationships with your clients to increase share of wallet, develop COI’s and achieving growth objectives
- Experience advising and providing consultation to others on complex matters requiring application of financial, technical and management principles
- Cash handling experience in banking or retail setting
4
Experience For Client / Administrative Associate Resume
- Expectation setting around business outcomes as proven through analytics and data
- Services experience or understanding is advantageous
- TMT Services experience or understanding is advantageous
- Extensive communications/media planning experience
- Knowledge and experience in banking and finance operations and regulations
- TMT experience or understanding is advantageous
5
Experience For Associate Director, Client Solutions Resume
- Demonstrates personal resilience and dedication to continuous learning and development
- Experience in securities/banking industry
- Demonstrated customer orientation with the ability to adapt and respond to differing communication styles
- Strong knowledge of lending products
- Responsible with a strong work ethic
- Experience of collation of data and statistical analysis
- Take ownership and demonstrate initiative
6
Experience For Client Associate, Asr-level A Resume
- Three or more years in Account Management or other related CDS Global industry experience
- Motivated, self-starter who has a proven track record of leading complex analysis and analytical strategy
- Demonstrated ability to work in a fast-paced data environment
- Experience with a breadth of analytics technologies
- Act as a Consumer Packaged Goods (CPG) industry consultant and thought leader to senior level associates within
7
Experience For Client Associate, Production Resume
- Strong knowledge of digital media
- Client service experience
- Financial Services and/or Brokerage industry experience
- Investment experience and general knowledge of investment products across asset classes
- Experienced user of Microsoft Office – Word, Outlook, a CRM system and Excel
- Full range of experience in CA positions as specified in the coverage requirements
- Demonstrated ability to apply analytic products to CPG industry business issues
8
Experience For New Client Associate Resume
- Demonstrated ability to write proposals and make presentations to medium to large sized groups
- Some administration experience, preferably in a financial environment
- Experience
- Prioritize, multi-task, take initiative, and work with limited supervision
9
Experience For Associate, Client Portfolio Management Resume
- Demonstrate executive presence on the phone and in person
- Experience in FX or interest rate derivative sales
- Relevant experience in lifestyle communications marketing in consumer or tech
- Experience/internships working with consumer/tech clients
- Build strong relationships with internal stakeholders and external clients, and collaborate with cross functional teams
- Team player with strong work ethic and growth mindset. Organised, disciplined approach to client coverage
- Detail oriented with proven
- Determining how serious the issue is and either white-listing or escalating as appropriate
- Ensuring post trade servicing requirements are forwarded to the appropriate product serving team for completion
10
Experience For Associate, Client Onboarding Resume
- Participating in Technology related change management impacting Client Assets
- Categorising the findings as relating to a politically exposed person (PEP), negative news or sanctions issue
- Working with the Client Director/Client Partner to ensure the planning process is delivered end to end
- Handling operational client requests/queries
- Participating in ad hoc projects as required
- Working with internal teams to continually improve and streamline our processes
- Participating in New Business efforts and presentations, where appropriate
List of Typical Skills For a Client Associate Resume
1
Skills For Associate Client Director Resume
- Knowledge of investment and banking products, policies & procedures is required, Strong client service & technical skills (MS Word & Excel),
- Knowledge of investment and banking products, policies & procedures is required. Strong client service & technical skills (MS Word & Excel)
- Strong ability and experience of multi-tasking and adapting well to change
- Able to manage multiple concurrent inquires making effective decisions as to prioritization and time allocation
- Proven experience within a client servicing environment
- Prior experience managing at least 3-5 people
2
Skills For Associate, Client Management Resume
- Have work experience ideally within the finance or banking sectors, or operational experience
- Multi-tasking and Project Management skills
- Proven sales success and demonstrated performance against targets
- Ensuring the client’s requirements are properly understood, prioritised, documented and have the necessary approvals
- Global and Local Team Resourcing: Supporting the up-skilling of local markets as appropriate and identifying any local market challenges
- Access to transportation requiring a valid driver’s license, proof of safe driving record, and active insurance
- Actively providing value-added client service, ensuring that every client experience meets or exceeds Scotia iTRADE’s service standards
- Expand existing accounts, develop new account strategies and maintain strong relationships with customers
- Financial industry experience in securities, banking, or mortgage
3
Skills For Private Client Associate Resume
- Strong attention to detail, with the ability to analyse reporting and identify trends
- General digital printing and Offset Press experience
- Demonstrated ability of lead generation and opening new accounts
- Previous experience of using Word, Excel and PowerPoint and ideally CRM packages
- Form good working relationships with all clients and internal stakeholders
- Previous experience in dealing with customers/clients
4
Skills For Client / Administrative Associate Resume
- Enterprise selling experience
- Work experience in corporate lending / corporate finance
- Experience in Marketing Research or a related field
- Relevant experience with Nielsen (or similar) analytic modeling techniques
- Experience in advertising sales support is required
- Develop and maintain strong relationships with an assigned portfolio of clients, by pro-actively engaging in regular communication by email or telephone
- Capable of prioritizing workloads in order to meet tight deadlines
- Provide excellent client service, resolve issues and respond to client inquiries/request regarding accounts
5
Skills For Associate Director, Client Solutions Resume
- Provide excellent cilent service, resolve issues and respond to client inquiries/ requests regarding accounts
- IT solution sales experience, ideally with a Public Sector background
- Self-motivated, high-energy and driven person, highly effective in team settings
- Ensure that the proper paperwork has been received and documents are valid
- Processing of deposits/cashing checks, payments, fulfilling cashier check requests, placing holds, and generating Currency Transaction Reports (CTR's)
- Verifying signatures, handling loan advances or payments, responding to NSF notices for wires, checks, Foreign Exchange purchases, and processing fee reversals
- Monitoring quality and delivery, intervening as necessary and supporting issue resolution
- Monitoring, coaching and developing PACE resources
6
Skills For Client Associate, Asr-level A Resume
- Being part of a working group of Associates and the Operations Management team to forecast demand and resourcing needs across PACE
- Producing, updating, and factchecking various reports and presentations
- Tracking and ensuring the timely and consistent delivery of client reporting packages
- Placing trades as instructed by advisor or clients according to the firm’s policies and procedures
- Establishing and maintaining relationships with key stakeholders to drive a culture of collaboration, participation and improvement
- Maintaining and updating client-related records, documentation and files
- Helping with the preparation of meetings, including attendance as required
- Understanding and implementation of Global Screening standards, guidelines, policies and procedures
7
Skills For Client Associate, Production Resume
- Bring to bear specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions
- Handling in/out going calls
- Supporting the Senior Client Leader to set up PACE engagements for success
- Ensuring documents and relevant information are incorporated into the PACE knowledge management system
- Working knowledge of Bloomberg, Factset and Morningstar would be an asset
- Scheduling of client reviews
- Willing and able to take on additional responsibilities
- Assist with preparing renewals of existing groups by coordinating and submitting quotes and working with Underwriting and other internal departments as needed
- Be risk aware and take all steps necessary to minimise errors including fully complying with existing procedures and staying aware of procedure changes
8
Skills For New Client Associate Resume
- Able to utilize processes, tools, and procedures for detecting, addressing and preventing fraudulent situations
- Assists the Financial Advisor with accepting trades and providing consultation and recommendations to existing clients and potential clients
- Organizes and directs marketing campaigns including direct, email and advertising campaigns and prepares client presentations
- Makes the customer feel important by focusing on what they are saying and using the customer’s language
- Responsible for all client-facing aspects of the event, including communicating with executive attendees and speakers
- Arrange for scheduling of meeting rooms and catering for branch meetings as required
- Highly proficient & polished communicator, including group presentations & proposal writing
- Review and Analyze on-boarding contracts, application and supporting information provided by a potential customer
- Project managing the PACE diagnostic and solutions generation activities and coordinate any on-demand or additional PACE consulting services
9
Skills For Associate, Client Portfolio Management Resume
- Participate in various training programs for new hires across our sales and distribution channels ( Retail, Financial Planning, Broker/Dealer )
- Verifiable history of exceeding sales goals and generating leads
- Knowledge in pricing and underwriting, financial arrangements, benefits programs and utilization management
- Create total client profile using mind mapping software
- Handles complaints without being defensive and tries to understand the real, underlying problem
- Recognizes when something is not working and takes action to make improvements
- Preparation of pre-review appointment materials, including updating of client and portfolio data
- Work with the servicing planner/specialist to review existing strategies and develop any required recommendations for change
10
Skills For Associate, Client Onboarding Resume
- Audit for accuracy of billing and backup reporting
- Prospect for new business in addition to prospecting existing clients for new product and service offerings,
- Provides consultation and information to requesting departmental contact for optimal document preparation, composition and printing
- Provides print job management, routing and tracking with high level of quality and detail
- Adept at understanding and interpreting basic client inquiries
- To know the Wood Gundy marketing and retail products material and deliver to the clients as instructed and in keeping with your business offer
List of Typical Responsibilities For a Client Associate Resume
1
Responsibilities For Associate Client Director Resume
- Responsibilities to include: team support, business development, bank and banking industry analysis, credit exposure management, corporate banking, relationship management, and other
- High level of professionalism with strong written and verbal communication skills
- Provide high quality face-to-face and telephone client service by greeting and meeting all clients’ immediate needs quickly, accurately and effectively
- French and German language skills
- Learn and effectively use Schneider Electric’s proprietary databases designed to assist in managing the client’s energy program
- Demonstrate flexibility to take on simple ad-hoc tasks, list management, etc. as business needs; flexibility to reprioritize tasks as required
- Understanding of the FMCG industry: As the clients are FMCG retailers, a good understanding and exposure to the FMCG and retail is required
- Proven track record in market research, project management, sales/business development and/or consulting
2
Responsibilities For Associate, Client Management Resume
- Self motivated individual and good team player
- Effective team player with positive attitude and ability to drive initiatives independently
- Experience with clients in all areas of fulfillment business provided by CDS Global
- Experience with client(s) fulfillment conversions and start-ups
- Financial services industry experience in a sales support capacity
- Reviewing alerts generated when counterparty names are screened against watchlists
- Updating the client AML system with findings
- Taking ownership for the customer outcome – task focused but able to hold onto the required outcomes through the management of the individual tasks
3
Responsibilities For Private Client Associate Resume
- Answering, screening and forwarding incoming phone calls while providing basic information when needed
- Servicing clients in a pleasant, professional manner and respond to routine inquires
- Ensuring appropriate resourcing to deliver the agreed scope and plan
- Provide finishing services using appropriate equipment, e.g. folding, envelope/binder insertion, stapling, stitching , shrink wrap, drilling, cutting
- Review and monitor pending ticklers in accordance with the procedure including account compliance items
- Cold calling and appointment setting 20-30% of the time
4
Responsibilities For Client / Administrative Associate Resume
- Ownership of the relationship with the client as it pertains to onboarding, renewal and off-boarding activity
- Sound knowledge of problem solving techniques, including business optimisation methodologies. Has some exposure or worked with the Procurement function
- BA in Accounting, Economics, or Finance
- Finalise and oversee implementation of any subsequent recommended changes in strategy/products following the review appointment
- Assist with the re-balancing of portfolios and asset mix or portfolio shifts
- Review and resolve tax and financial planning opportunities
5
Responsibilities For Associate Director, Client Solutions Resume
- To handle the servicing of all clients’ needs and queries and to perform verification of client instructions
- To ensure timely and accurate processing of all clients’ transactions with zero error
- Broad knowledge of financial service products and banking regulations
- Install new and existing client benefit programs/benefit changes
- Coordinate and conduct open enrollment meetings and presentations to existing and prospective members
- Organizes resources and responsibilities and/or projects to complete work and/or meet deadlines according to established departmental procedures
- Makes decisions on variety of tasks frequently requiring discretion, judgment, and initiative, directed by general procedures or standards
- Track client communication process. Call and meeting list to FA
6
Responsibilities For Client Associate, Asr-level A Resume
- Track new client onboarding process
- Create agenda for client / prospect meetings. Send in advance to see if the client / prospect has anything to add
- Use of mutli-function fax, scan, and copier machine--Training provided
- In addition to English, Mandarin speaking is required
- An understanding of the different asset classes in which Janus Henderson works
- Manage multiple tasks with competing deadlines
- A legal setting (corporate legal department or law firm) OR
7
Responsibilities For Client Associate, Production Resume
- A professional customer-facing support or account management role OR
- Travel required 6-8 times per year depending on assigned program
- Potential for cross training on other AML activities performed in the broader team
- Professionally manage the Macquarie IT client and account relationship with clients and suppliers to ensure ongoing renewal and growth of profitable business
- Communicates clearly and confidently with the customer, providing regular updates
- Goes the extra mile to deliver to the customer, putting in extra effort and resources when necessary
- To coordinate the appointments and meeting schedule of clients with the advisor
- Correspondence Handling and General Office Administration
- Receive, open and distribute incoming mail, couriers and faxes
8
Responsibilities For New Client Associate Resume
- Confirm buy/sell orders, liaising with other staff as required
- Perform cash transactional banking functions
- General understanding of business models and trends, particularly within the client sector
- Think and act strategically to promote cross-sell and support the team and increase the number of Markets products distributed into existing client base
- Respond to inquiries and requests regarding accounts
9
Responsibilities For Associate, Client Portfolio Management Resume
- Series 7 and 66 licensed required for Registered CSAs or willing to obtain with 9 months
- Use Salesforce to record and document outcome of credentialing requirements
- Interface across business units and with all levels of Management
- Series 7 licensed required
- Develop working relationships with other EY divisions, personnel and functions, including regional personnel and leadership, Americas Tax Quality, General Counsel’s Office, and Americas Independence
- Complete all local and national training programs associated with the PC Assoc program
10
Responsibilities For Associate, Client Onboarding Resume
- Invoice clients, collecting payment, variable rate calculation, prepare draws for LOC transactions and processes remittances/cash flows in connection with bond documents, confirming payment on Wire Control
- Prepare debt service schedules and Reserve Requirement test sheet
- Prepare disbursements in accordance with the Wire Policy
- Monitor accuracy of daily activities for assigned accounts through ERM/DAR
- Minimize on overdrafts and univested cash
- Responsible for monitoring investment actitivity to include, collection of income earned on assets, post income earned for investments held with an external provider, initiation of security trades, monitor maturities within the accounts and transfer of income, if necessary
- Responsible for ensuring the coordination of all closing activities, to include disbursment of funds at closing, setup statements, encroach accounts, on line portfolio, deposits to DE vault items
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