Client Services Manager/Equity Experts Resume
Summary : To obtain a challenging and fulfilling position in a career field that allows me build upon my current work experience and education. Positions in the areas of career and training services, budget and financial management and analysis, program and management analysis, health care program analysis and management, human resources, marketing and advertising, public affairs, office management, and administrative assistance, are ideal.
Skills : Budget Management Global Strategies Sales Support Customer Relations Service Support Customer Care Root Cause Analysis Customer Engagement Up-Selling Opportunities.
Description :
- Provides general administrative support, performs HCHB assigned workflow, maintains branch emergency call tree and telephone lists, coordinates emergency drills and performs office safety inspections in accordance with established policy.
- Maintains personnel records according to established corporate guidelines including employee infection control log.
- Tracks all renewable requirements for branch personnel.
- Responsible for coordination of orientation activities, maintains all agency files including storage and retrieval of records.
- Responsible for branch payroll and billing needs.
- Manages direct care staff Proactively anticipates recruiting needs.
- Seek, interview and on-board direct care staff Manages a caseload of clients.
Experience
7-10 Years
Level
Management
Education
Marketing
Client Services Manager/Executive Assistant Resume
Headline : Accomplished, results-driven client services manager skilled in business development, growing and managing client relationships, and performing meticulous market and informational research.
Skills : Bilingual Spanish, Talent Acquisition, Talent Acquisition, Employee Relations, Strategic Planning, Customer Service, Computer Skills, Computer Skills, Relationship Building, Employee Engagement, Employee Supervision.
Description :
- Led team of 49 Client Services (CS) associates and provided account management support for sales team that generated over 100M in annual revenue.
- Planned and implemented strategies and operations and improved systems and processes.
- Created satisfied and loyal clients and helped grow business from 7M to 38M in revenue forecast by partnering with Sales team that piloted unique sales model, creating processes to ensure team provided world-class service on every client call.
- Developed and piloted several initiatives for Sales, including digital programs, email acquisition, and new account set-up process, making it easier to sell and simplify experience for client.
- Generated substantial reduction in overhead costs and long-term savings for company, participating in national location consolidation, moving 3K accounts to Houston as well as distributing hundreds of accounts to teams across country.
- Ensured consistency in communication and sharing of start / stop / continuance of deliverables by building and facilitating presentations for various clients, sales, and customer service meetings.
- Increased rate for new hires achieving 6 months tenure to attain 95% retention in group and reduced tenured-associate attrition significantly by producing pipeline of potential candidates for local job openings and assisting with new hire orientation and ongoing training for associate personal and professional development.
Experience
5-7 Years
Level
Consultant
Education
Biology
Client Services Manager Resume
Summary : Experienced administrative coordinator with over four years of practical knowledge. I recently was a Client Services Manager for an executive suite. In my role I toured prospects, managed billing and receivables, and acted as an extension of my client's organizations. Previously I was an Executive Assistant for a not-for-profit psychiatric organization that offered continuing education and out patient therapy.
Skills : Microsoft Office, iOffice, Neopost, ADP Timesaver.
Description :
- Liaison between ROSS Marketing clients and senior management to ensure client satisfaction.
- Developed, documented, and managed project plans to completion Determine and implement departmental procedures as deemed appropriate.
- Monitored key performance indicators and ensured action plans were implemented to drive performance and address performance shortfalls.
- Promoted several times for outstanding performance and ability to assume increased responsibility.
- Developed list management strategies that increased sales and annual billable revenue by $2 million.
- Built accurate staffing projections that reduced employee turnover by as much as 30%.
- Implemented caller scripting that boosted sales by 25%.
Experience
7-10 Years
Level
Management
Education
Psychology
Client Service Manager Resume
Objective : Proficient Personal Computer Skills Operation Management Content Management. Legal Records Management Facility Management Experience .Reprographics Expertise including Fiery and Image Capturing Expertise Over 25 years in operations, management and customer relations
Skills : SPSS, MS Office, Stata, Pro-Engineer, MS Project, MATLAB, Adobe CS, AutoCAD, Visual Basic, iMovie, Final Cut X, Microsoft Movie Maker.
Description :
- Developed and delivered relevant and engaging communications to internal employees and members.
- Produced two publications designed to enhance employee morale, perception and understanding of the organizational mission.
- Strategized and proactively worked with client groups to gauge internal communication needs and recommend suitable solutions.
- Determined appropriate content and developed effective messages for targeted internal audiences.
- Received recognition award for highest level of collaboration in working with others.
- Successfully increased readership of company publications to 40% within nine months.
- Improved the quality and frequency of employee communications across the organizations.
- Established a company communications style guide to standardize internal communications and ensure documents were aligned and consistent with corporate messaging and priorities.
- Conduct new patient admissions and complete all operations related paperwork.
Experience
2-5 Years
Level
Junior
Education
Mass Communication
Onsite Client Service Manager Resume
Summary : Seeking a challenging position that allows me to utilize my strong communication and organizational skills, while at the same time providing me the opportunity to both learn and implement new skills that will help me be a valuable member of an organization. Strong leadership skills and ability to work effectively with others. Excellent customer service skills and the ability to accomplish all tasks efficiently and accurately.
Skills : Management, Administrative, Organizing, Supervisor, Excel, Power Point, Notary Public, Outlook, Scheduling.
Description :
- Recruited potential candidates for staffing, temporary and permanent positions.
- Supervised temporary employees through quality calls, site visits, performance evaluations and salary review.
- Managed and maintained client accounts in all five lines of FEG business.
- Ensured client satisfaction, discussed potential staffing issues and provided solutions.
- Acted as on site manager of FEG staff to ensure client satisfaction, promote productivity and quality assurance.
- Created and assisted in the development of pre-training manuals, orientation booklets and new business proposals.
- Conducted in-house seminars on staffing, temporary placement and interdepartmental communication.
- Conducted training sessions for client's employees on telephone etiquette.
Experience
7-10 Years
Level
Management
Education
Project Management
Client Service Manager III Resume
Summary : Human Resource Assistant with accuracy and skill in working with employees, vendors, management and clients. Accomplished with a high degree of professionalism and strong problem resolution capabilities. Five years successful experience in customer service with recognized strengths in account maintenance, problem-solving and planning/implementing proactive procedures and systems to avoid problems in the first place.
Skills : Account Management, Benefits Administration & Compliance, Excellent Communicator and Presenter.
Description :
- Ensure representatives answer 100 plus client calls on a daily basis with the utmost of urgency and phone etiquette.
- Monitored the daily activities and calls of 9 customer support representatives.
- Reduced amount of employee overtime by effectively delegating tasks.
- Trained new quality customer service representatives.
- Improved service quality by developing a strong knowledge of company's services.
- Developed rapport with the customer base by handling difficult/escalated issues immediately and with the outmost professionalism.
- Effectively communicated with team members to maintain clearly defined expectations.
- Demonstrated mastery of customer service call script within specified timeframes.
Experience
7-10 Years
Level
Management
Education
General
Executive Client Service Manager Resume
Summary : Must demonstrate excellent Client Service Management skills including communication, listening and telephone skills.
Skills : Debt Administration, Treasury & Banking, Field Sales Finance, Supply Chain And Customer Care.
Description :
- Assists Financial Advisor in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.
- Follows high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
- Provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions.
- Performs other practice management tasks relating to client service as needed.
- Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects.
- Extensive follow up with home office to ensure accurate account setup and resolve issues.
- Answer questions and provide readily available information to clients as it relates to servicing their accounts.
- Prepare preliminary financial planning recommendations and/or initial product solutions for advisor review and use in client meetings.
Experience
7-10 Years
Level
Management
Education
Business Management
Client Service Manager II Resume
Summary : Seasoned Administrative Assistant with over 15 years of experience in fast-paced offices. Excellent customer service and writing skills. A proven track record of achieving exceptional results in prioritization and organization and working as a team player.
Skills : Training, Legal Writing, Project Coordination, Risk Assessment, Supervisory Experience, Medicinal Chemistry, Organic Synthesis, Drug Discovery, Analytical Chemistry, Chromatography.
Description :
- Provided web technical support to site builds, registrations, etc.
- Through targeted mailings and cold calling, reached out to doctors to stimulate sales.
- Proactively contacted clients in resolving potential issues.
- Accurately recorded client history of service using various tracking methods.
- Worked cross-functionally as needed to offer client feedback, enhancement report bugs, and assisted in creation of SOP documentation.
- Instructed clients on use of products, functions, and features (including software and downloads).
- Set up training activities with Physicians, office staff, and Nurse Practitioners for new and existing registrations.
Experience
7-10 Years
Level
Management
Education
Public Health
Client Service Manager Lead Resume
Summary : Results-driven Client Service Manager expertly ensuring mutually beneficial client interactions through strategic management.
Skills : Treasury & Banking, Field Sales Finance, Supply Chain and Customer Care.
Description :
- Management of all billing and reimbursement for multiple emergency room physician groups.
- Completion and preparation of month end reporting and analysis.
- Profitability standards developed through auditing and proactive approaches.
- Oversight of all facets of client concerns, issues, innovations and problem solutions.
- Ensure relationship development and retention with the physician groups and hospitals.
- Maintained excellent customer service from everyone from our coders, billing and customer service representatives.
- Training the staff at the physician group locations on all procedural processes; including balancing daily close, patient demographics, charges and coding needs, insurance payment and patient payments processes.
- Consistently met deadlines while demonstrating strong analytical and problem-solving skills to achieve corporate objectives.
Experience
7-10 Years
Level
Management
Education
Business And History
Sr. Client Service Manager Resume
Summary : A dynamic, goal-focused, and achievements-oriented professional with a solid background in office administration, special project management, and computer system operations. Demonstrates leadership, time management, problem solving and decision making skills with the ability to set priorities and organize operations for optimal results.
Skills : State Of Tennessee Notary Public.
Description :
- Administration & Organization Provided administrative and business support to the CEO and President of growing Mortgage Lender and support other members of the executive management team.
- Contributed to growing the company from a staff of 80 to the present staff of 200+ employees.
- Maintained CEO's and Presidents calendar - plan and scheduled meetings, teleconferenced and travel.
- Negotiated favorable terms and pricing agreements with hotels, vendors, caterers and other providers for service at special events, saving at least $10K annually.
- Planned and coordinated PR initiatives, business development events, partner retreats, holiday parties and more.
- Project managed the build of new corporate office and coordinate move of 80 employees.
- Communication & Client Relations Acted as liaison and maintained open lines of communication among senior executives, board members, shareholders, middle management and administrative staff.
- Enhanced communication between sales and operations departments and executive team, fostering a sense of teamwork and collaboration.
Experience
7-10 Years
Level
Management
Education
Bachelor Of Science
Accounting Client Service Manager Resume
Summary : Client Service Manager is responsible for the day-to-day operations of a small group of clients. Responsible for providing efficient, timely and accurate responses to client inquiries, complaints and suggestions. Responsibilities include managing customer satisfaction surveys and feedback, developing the customer service strategy, and delivering client satisfaction metrics.
Skills : MIcrosoft Word, Microsoft Excel, Powerpoint, Salesforce, Microsoft Outlook, Internet Explorer, MRI Database.
Description :
- Manage all aspects of client account management, including both existing and new client development.
- Understand and effectively navigate clients' procurement process.
- Drive the execution of client facing activities to conclusion in a quality and timely manner.
- Manage service pricing and margins according to agreed organizational objectives.
- Review and add value to proposals prepared by junior staff.
- Market and sell solutions based on current and new service offerings.
- Coordinate delivery with cross functional teams.
- Communicate, liaise, and negotiate internally and externally to facilitate the development of business and sustainable relationships.
Experience
7-10 Years
Level
Management
Education
Marketing
Jr. Client Service Manager Resume
Objective : Customer Relations Managed the accounts and overall customer relations and satisfaction for 34 organizations, managing $2.7 billion in assets and revenue of $4.5 million. Worked with current customer to provide custodian services for new products and offerings, resulting in additional $150 million in assets under management and $30,000 additional revenue. Provided transition services for existing client who was moving from one investment manager to another, resulting in equities transition of $18 million and $2,500 revenue.
Skills : Microsoft Office, Outlook, Light Excel, AMS360, Applied.
Description :
- Responsible for the daily management, coordination, and maintenance of the company's custody, or Master Trust and Public Funds, or Specialized Trust Services Accounting Operations.
- Managed a team of financial service portfolio accountants through first-line managers for periodic timely and accurate information provided to assigned clients, including hiring, training, and development of staff.
- Actively involved as gatekeeper for quality and accuracy of all operational transactions for assigned accounts.
- Maintained client contact on matters relating to transaction processing activities, including education of clients related to operations area.
- Compiled and analyzed business information for senior management reporting, including input to management during budgeting process.
- Tasked with making new business and relationship presentations to existing clients, and as liaison to support areas.
- Participated in making marketing presentations to prospective clients about strategy or customization needs.
Experience
2-5 Years
Level
Junior
Education
Finance
Client Service Manager/Assistant Resume
Objective : An accomplished and versatile professional with a proven track record of leadership, performance and profitability in the rapidly changing and competitive healthcare environment. Recognized as an empowering, hands-on leader with over twenty years of success combining strategic and tactical expertise with strong qualifications in process and people leadership and enhancing customer satisfaction.
Skills : Calm, polite, and professional behavior.
Description :
- Developed and built key relationships with Major National Account purchasers including: 3M, SuperValu, Concordia, ELCA, Lifetouch etc.
- Collected, analyzed and interpreted claims processing data to identify potential benefit changes that increased pass rate for claims processing while maintaining cost containment objectives for the organization.
- Persuasively presented benefit recommendations to clients and their consultants which influenced and achieved efficiencies and profitability.
- Monitored and communicated overall department performance information and ensured adherence to performance standards.
- Created and presented performance feedback reporting to clients.
- Developed and managed 30+ customer service support staff members.
- Successfully negotiated up-side performance guarantees to reward exceptional service.
Experience
2-5 Years
Level
Junior
Education
Business Administration
Client Service Manager/Production Manager Resume
Summary : Integrity A proven strategic leader that translates business strategies into maximum profits commensurate with the best interest of shareholders, customers, and employees. Very knowledgeable of banking credit and proven track record of business development and exceeding goals. Dedicated to maintaining a reputation built on quality, service, and uncompromising ethics.
Skills : <div>Reliable and self-motivated, General business knowledge.</div>
Description :
- Managed and strengthened relationship with key Canadian client.
- Increased business through strong client relationship.
- Exceeded company quota by an average of 36% over 24 months.
- Successfully recruited on behalf of 6 Area Sales Managers and 35 Sales Managers for regional management, sales management and sales positions throughout Canada.
- Identified talent potential based on candidate's ideal attributes.
- Continuously improved prospect applicability based on feedback of former placements and client management.
- Worked closely with client's human resources department to ensure all pre and post hire practices were carried out within the hiring laws of Canada.
Experience
7-10 Years
Level
Management
Education
International Business
Client Service Manager Resume
Headline : To obtain a position with your company that will allow the opportunity to utilize my skills and experience for mutual growth and advancement.
Skills : Microsoft Office, MS Office, Microsoft Excel, Project Management, Customer Service, Inventory Control.
Description :
- Successfully managed large printing accounts from developing the plans thru the completion of project.
- Interfaced with sales, programming and production to insure customer needs were met.
- Monitored project to maintain a high quality product.
- Resolved customer complaints and preformed follow-up calls.
- Effectively prioritize work in a high-pressure, fast paced environment.
- Possess excellent customer service skills, strong analytical skills, problem solving skills and written/oral communication skills.
- Wrote reports on production updates for supervisor.
Experience
5-7 Years
Level
Executive
Education
Master of Science
Client Care Manager III Resume
Summary : Client Care Manager is responsible for managing the client experience. This includes delivering the best possible customer service experience, taking care of client issue resolution, and building a reputation of excellence.
Skills : Human Resources, Multi-Line Phone System, Time Management.
Description :
- Prepared comprehensive financial reports for the finance director and manage an overall clinical budget.
- Prepared weekly cash flow reports, as well as expense reports for financial statements.
- Accurate charges to all insurance carriers and self-pay.
- Supervised a staff of employees comprised of certified medical coders, receptionists, clerks and custodial workers.
- Provided team-building training and excellent customer service training within the company.
- Acted as liaison between executive office, medical providers and support staff.
- Implemented programs and systems for effective workflow and process.
- Increased retention rate and morale within department Increased collections and receivables.
Experience
10+ Years
Level
Senior
Education
Accounting
Client Care Manager/Analyst Resume
Headline : Customer focused business management professional with comprehensive background in all aspects of client services, business development, human resources, hiring, training.
Skills : Recruitment, Administrative, Human Resources.
Description :
- Provided support and assistance to the Broker Associate with all aspects of real estate transactions.
- Scheduled appointments including property viewings and meetings with prospective clients.
- Processed Marketing Agreements and Contracts and obtained home inspections and home warranties.
- Interfaced with attorneys and mortgage lenders to ensure designated timeframes are met.
- Generated memorandums, letters, and reports.
- Scheduled, trained, converted leads into new clients, sales and marketing.
- Coordinated client care, insurance authorization, and supervision of nursing staff.
Experience
5-7 Years
Level
Consultant
Education
Diploma
Client Care Manager Resume
Summary : Desire a position as an Accounting Manager or Finance Director that will utilize acquired experience; commitment to excellence; and exemplary managerial skills.
Skills : Project Management, Technical Skills.
Description :
- Performed financial consultations for clients. Created standard operating procedures.
- Adjusted program mechanics to account for changing conditions.
- Implemented strategies to increase program effectiveness.
- Coordinated work between multiple departments.
- Applied market research to design up-to-date programs.
- Prepared monthly reports for upper management including P&L and sales trends.
- Optimized service procedures to increase customer satisfaction.
Experience
7-10 Years
Level
Management
Education
Diploma
Associate Manager Of Client Services Resume
Headline : Cultivated and managed client relationships and accounts - Event planning and facilitation - Present Creative strategies in implementation of new .
Skills : CRM And SalesForce.com Design, Development And Implementation, Resource Allocation Of Staff.
Description :
- Trained incoming Managers of Client Services and Physician Advisors Quality Assurance of daily, weekly, and monthly reports Quality review of Physician .
- Provided support to a physician advisor team and clients by coordinating with the executive, implementation, account management and clinical support .
- Established performance goals and evaluate performance to recommend personnel actions.
- Hired all staff, brought in all clients, performed home assessments, met with all state health afliations to generate more business, made daily .
- Trained and maintained observance of caregivers every month.
- Used Leadership, knowledge of the business, marketing, multitasking.
- Responsible for being the Grounds Salesman and Manager of Client Services Coordinated meetings with new clients Updated company website and .
Experience
5-7 Years
Level
Executive
Education
BFA In Music
Assistant Manager Of Client Services I Resume
Summary : Seasoned, energetic professional with a proven history of motivating others to meet aggressive goals. Strong leadership skills and strengths in analyzing data to implement new processes and procedures while ensuring customer satisfaction. Ability to work well with all levels of people.
Skills : MSO, Payroll, AR, AP Systems, Journal Entries, Quickbooks.
Description :
- Greeted customers and their pets as they come in, answer questions they might have Answer phone in outgoing/polite manner Set up client folders, put .
- Assisted groomer/bathers with bathing and drying dogs.
- Conducted regular analysis of physician team performance and making recommendations for process improvement Promotes self-service, particularly by .
- Responsible for building our client base throughout the general public and managing our existing consumers.
- Instructed individuals on basic internet skills as well as specific website user abilities.
- Assisted in populating the website information using basic HTML coding.
- Created and maintained database and ensured the delivery of premium service to 500+ investment clients.
Experience
7-10 Years
Level
Management
Education
Bachelor Of Science
