Client Service Account Manager Resume Sample
Ray Rolfson
56890 Verlie Vista,
Dallas,
TX
+1 (555) 357 9305
Work Experience
Client Service Account Manager
05/2015
-
PRESENT
Phoenix, AZ
- Understand Clients’ business to predict their needs and provide appropriate solutions
- Become the Clients’ trusted adviser
- Interface with Client Executive branch primarily face to face through established governance to review key activities and status related to delivery and service performance
- Single point of accountability for client Executive escalations, effectively manage internal escalation process and client communications in cooperation with functional teams
- Deliver performance reports and score cards to customer
- Develop Service improvement plans in response to Client satisfaction review/surveys
- Value creation for our business by clearing post-sale roadblocks in order for the sales teams to
- Secure new business
- Value creation for our business by clearing post-sale roadblocks in order for the sales teams to secure new business
Cib-client Service Account Manager
04/2010
-
04/2015
Phoenix, AZ
- Develop, maintain and broaden partnerships with the Clients, understanding clients’ business to predict their needs and provide appropriate solutions
- Become the Clients’ trusted advisor
- Act as the clients key service contact and escalation point supporting their TS business and own the service
- Regular contact with senior-level executives at clients’ office as well as internally in J.P. Morgan
- Act as the clients key service contact and escalation point supporting their TS business and own the service relationship and client experience
- Assist the Team Leader to formulate and implement procedures and policies which meet with the bank’s standard on control, risk management, operational efficiency and service quality
- Manages ongoing contract relationships and service delivery to clients for one or more health plan accounts for OptumRx
- Facilitate client presentations and training for new products/markets which best meet the client’s needs
Project Finance Client Service Account Manager
02/2005
-
01/2010
Phoenix, AZ
- Experience in Project Finance and/or Corporate Trust
- Experienced in trust accounts’ daily activity management
- Reviews booking packages and plans customers’ service schedules, for new and renewed contracts, including time based preventive maintenance, proactive and predictive services
- Understand clients’ business to help identify solutions, client efficiencies and cross sell opportunities
- Act as the clients key service contact and escalation point supporting their global TS business and own the service relationship and client experience
- Act as an the clients advocate and act with integrity and respect at all times
- Coordinate a uniform approach with the client, ensuring a consistency of interaction with key client contacts at all levels and establish a rapport that allows for joint strategic and tactical planning
- Responds to inbound phone and email inquiries from clients and partners regarding the use of Greater Giving products
- Provides in-depth technical support to clients’ on all Greater Giving products and services
Education
Wayland Baptist University
1999 - 2004
Bachelor's Degree in Business
Professional Skills
- Excellent interpersonal skills coupled with an ability to use sound judgement to prioritize and act with sense of
- Exceptional client service and interpersonal skills, attention to detail and organizational skills
- Being able to organise and prioritise your time in the face of conflicting priorities
- Negotiation skills – offering alternatives, not always saying yes
- Demonstrated experience providing technical solutions to clients
- Relevant custody experience or work experience in asset servicing or investment management companies
- Promoting the sharing of experience and best practice across the Service team
How to write Client Service Account Manager Resume
Client Service Account Manager role is responsible for events, software, finance, securities, training, database, security, reporting, health, negotiation.
To write great resume for client service account manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Service Account Manager Resume
The section contact information is important in your client service account manager 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 Service Account Manager Resume
The section work experience is an essential part of your client service account manager 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 service account manager 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 service account manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Service Account Manager resume experience can include:
- Numerical confidence with proven ability analysing and interpreting data
- Knowledge of TV market and experience using TV Data reporting systems would be an advantage
- Multi-tasking in the face of conflicting priorities
- Experience with managing challenging or difficult situations
- Develop and maintain strong working relationship with clients
- Build and maintain good working relationship with clients
Education on a Client Service Account Manager Resume
Make sure to make education a priority on your client service account manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client service account manager 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 Service Account Manager Resume
When listing skills on your client service account manager 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 service account manager skills:
- Excellent interpersonal skills coupled with an ability to use sound judgement to prioritize and act with sense of urgency when required
- Strong verbal and written communication skills with ability to communicate complex issues in a simple way
- Effectively self-prioritize workload
- Strong team player and active leadership skills
- Manages time effectively in a fast paced environment; demonstrating ability to balance
- Effectively manage internal escalation process and client communications
List of Typical Experience For a Client Service Account Manager Resume
1
Experience For Cib-client Service Account Manager Resume
- Performs special projects as needed, including creating training materials, assisting with prospects product demonstrations, developing client-specific data reports, and product testing
- 10+ experience in Global Custody Business and/or portfolio servicing environment
- Act as the clients’ key service contact and escalation point supporting their TS business and own the service relationship and client experience
- Good understanding of procedures and concepts in technical/subject area
- Represents Greater Giving in a professional and positive manner
- Provide day-to-day support to TAM Manager on key projects including software development and service enhancements
2
Experience For CIB Investor Services Client Service Account Manager ASO Resume
- Compile and distribute training documentation where relevant
- Oversee and conduct User Acceptance Testing for software upgrades
- Proactively identifying efficiency and improvement opportunities
- Knowledge of payments business, including payable and receivable products
- Previous client facing interaction would be preferable
- Problem-solving and solutions-orientated
- Acts as central point of contact to high-profile clients, as needed
- Maintains regular and predictable attendance at the worksite
3
Experience For Project Finance Client Service Account Manager Resume
- Works collaboratively in a team environment with a spirit of cooperation
- Active participation in key industry meetings (contribute to presentations; compile notes and actions)
- Understand client needs and apply relevant solutions
- Ensure agreed KPIs for client query response times are met
- Generate and deliver client reports within agreed timeframes
- Work with Nielsen offshore development teams to ensure software developments are relevant for local clients
- Manage bespoke client projects
- Work closely with data production team to ensure quality data is delivered on time
- Keep up-to-date with media trends
4
Experience For CIB Treasury Services Lead Client Service Account Manager Associate Resume
- Handle pressure in fast-paced environment
- Proficient in use of Microsoft Office tools (Excel, Word and Powerpoint)
- Analyse payment and associated activities in order to identify efficiencies
- Eliminate exceptional and manual processes and promote electronic/self-service tools
- Create Service Quality Reports and use the data to understand and analyze client's payment activities, patterns of client enquiries, opportunities for increasing client's straight-through rates
- Designated Account Manager for multiple Top 2 tiers clients. Act as escalation point for large money movements and escalated transactional enquiries
- Provides a wide range of clerical/administrative support
- Carries out day to day administration tasks as assigned for client deliverables
- Work within a team environment with shared responsibilities
5
Experience For CIB Treasury Services Client Service Account Manager Associate Resume
- Build internal partnerships that strengthen service delivery to clients
- In-depth knowledge of the workings of BNY Mellon, the client and the market
- Securities Market/Product knowledge including a clear understanding ofGlobal Custody ,Accounting, Financial Reporting, Tax, Fund Admin, clearance & Securities Lending
- Fast learner who understands the bigger picture and utilizes the knowledge in client’s presentations
- Associated with bank products and services
- Highly motivated individuals with the ability to work under pressure
- Fluent written and spoken in English, Cantonese and Mandarin
6
Experience For Senior Client Service Account Manager Resume
- Always helpful with a client focused mind set
- Confidence, able to make a decision and explain why
- Interface with designated Clients primarily on the phone, and face to face when required to review key activities and status related to delivery and service performance
- Establish bi-yearly touch point with remaining clients via telephone to ensure all delivery activities are on track
- Value creation for our business by clearing roadblocks for the Sales teams to secure new business
7
Experience For CIB Treasury Services Client Service Account Manager Resume
- Act as the clients advocate and act with integrity and respect at all times
- Coordinate and provide management oversight for all client investigations and issues to ensure a coordinated view
- Single point of accountability for client Management escalations
- Proficient in PC applications such as Word, Excel, Access, e-mail, and internet use
- Familiar with print production, utilization of data, and data bases, as well as mailings through the USPS
- The CSM is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations
8
Experience For CIB TS Client Service Account Manager Associate Resume
- The CSM directly contributes to key business outcomes such as client retention, client satisfaction, enhancing company value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement
- Partner with TS Sales and Global Corporate Bank to achieve the anticipated revenue growth plan. Strong communication and partnership
- Cultivates relationships with the buyer in the client organization as well as with day-to-day client representatives and buyer
- Coordinate, control and influence activities within Product to realize desired outcome for client
- Develop a thorough understanding of the clients business, industry and strategy and lead the service agenda to further enhance the client experience for these and clients with a similar profile
9
Experience For Cib-ts Client Service Account Manager Resume
- Coordinate and provide management oversight for all client investigations and issues to ensure a coordinated view across all service issues
- Formulate and deliver communications to both internal and external parties, observing approval protocol where required e.g. relationship, marketing, compliance etc
- P&C License Desired
List of Typical Skills For a Client Service Account Manager Resume
1
Skills For Cib-client Service Account Manager Resume
- Competing priorities and deliver on commitments
- Experience with managing challenging or difficult situations, often
- Manage the customer service experience, ensuring product performance and customer satisfaction
- Maintain effective interpersonal communications during high-stress situations
- Experience in Security Services business line, specifically in Global Custody (Trade Settlement/Asset Servicing)
2
Skills For CIB Investor Services Client Service Account Manager ASO Resume
- Experience in managing client relationships or project management
- Experience in Client Service, Sales, Operations, or Portfolio Management support, with 3+ years in a client facing role
- Competent multi-tasker with flexible approach and ability to prioritise
- Excel, PowerPoint to a strong level
- Microsoft Word, Excel, Access and database management experience
- Strong ability to work independently and consistently meet deadlines
- Three years or more Treasury Services and Cash Management experience
- Good mobile suite, etc.) when business needs arise
3
Skills For Project Finance Client Service Account Manager Resume
- Team player experience as well as individual contributor
- Demonstrated service orientation with a desire to exceed customer expectations
- Demonstrate risk management/awareness
- Excel, PowerPoint to a good level
- Work under pressure prioritizes appropriately, meet tight deadlines and juggles multiple demands simultaneously
- Payment operations experience would be highly valued
- Understand clients’ business to help identify solutions to improve client experience and process efficiencies
- Demonstrate a proactive, innovative and consultative approach in their interaction with all internal/external clients
4
Skills For CIB Treasury Services Lead Client Service Account Manager Associate Resume
- Develop and maintain strong partnerships with your clients
- Qualifications / Experience
- Building, maintaining and optimising relationships with internal partners and stakeholders
- Being balanced – able to see things from both sides, explaining rationale
- Participating in and supporting business activities and events
- Delivering top quality client service and recognising service excellence
- Building and maintaining relationships with your clients
- Understanding of controls in a payments environment
- Understanding of media industry in Ireland
5
Skills For CIB Treasury Services Client Service Account Manager Associate Resume
- Willing to take ownership to ensure the job gets done
- Promoting use of self-service tools to your clients
- Spotting trends in order to identify efficiencies or improvement opportunities
- Being your clients trusted advisor, someone they know they can rely on to get a job done
- Knowing when to escalate and who to escalate to
- Being a reliable and supportive team player
- Delivering top quality client service
6
Skills For Senior Client Service Account Manager Resume
- Being the face of JPMorgan to the client
- Taking ownership to ensure the job gets done
- Knowing when and who to escalate to
- Provide software support and training to clients on TV data reporting systems including Arianna, RatingPoint and Xpert+
- Motivated to do the right thing, not just the easy thing
- Applies sound judgment during the decision making process; evaluates risk factors
- Motivated to do the right thing, not always the easy thing
- In-depth understanding of how the team integrates with others in accomplishing the objectives of the area
- Attention to detail, using judgement if something doesn’t look right
7
Skills For CIB Treasury Services Client Service Account Manager Resume
- Adaptable and flexible to changing work environment (including shift and location)
- Make recommendations on process improvements and provide guidance in operating complex procedures
- Advanced understanding of core and intermediate Treasury Services product sets
- Thorough understanding of financial exposure and operational risk related to transactions
- Be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry
- Sound judgment in analyzing information
- Independence in problem solving
- SWIFT and USD Clearing knowledge would be an advantage
8
Skills For CIB TS Client Service Account Manager Associate Resume
- Proactive thinking, resourceful in approach
- Organisational and multi-tasking ability
- Knowledge and understanding of Treasury Services products, processes and risk policies
- Consults with and assists clients before and after events to ensure fundraising efforts are optimized
- Attends client fundraising events and provides after-hours technical support on an on-call basis
- Propose and implement procedures to deliver responses to clients
- Organize the work flow of the required activities
- Coordinate the necessary technology support
9
Skills For Cib-ts Client Service Account Manager Resume
- Use knowledge into products and operations identify and promote sales between the lines of business, including their needs for potential international opportunities sales
- Maintain more customers before the challenges and changes industry; determine how to implement new services and contingency plans
- Relationship management activities including SLA review to ensure that all requirements are met. Participate in customer presentations and be responsible for training of new products and markets
- Analyze and prepare reports and scorecards for management and participate in the implementation of the strategy department, developing approaches and / or processes to meet goal portfolio
- Comfortable working with complex software and large datasets
- Confident working autonomously on key projects
10
Skills For Consultant, Client Service Account Manager Resume
- Keen interest in research
- Quick to learn new software
- Ambitious and keen to progress in the role
- Regular attendance and compliance within the schedule assigned
- Client focused mind set
- Partners with Sales to develop an annual Client-specific service strategy reviews for clients
- Uses product knowledge to recommend and participate in product enhancements and service
- Contribute to daily metrics results
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