Client Data Services Resume Sample

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Kaleigh Oberbrunner
579 Waelchi Highway,  New York, NY
+1 (555) 878 6126

Work Experience

Head of Group Wide Client & Data Services
12/2016 - PRESENT
Philadelphia, PA
  • Good understanding of the bank and it’s hierarchy in order to provide effective, efficient support
  • Set up, maintenance and reporting of clients, products and solutions in all relevant IWM British Isles systems
  • Validate data maintenance requests
  • Ensure the integrity of data across and between multiple systems
  • Review and verify KYC documentation for existing clients in accordance with published RBC policies
  • Maintain compliance with the prevailing control environment and appropriate data standards
  • Operate in accordance with established SLAs
  • Contribute to the ongoing efficiency and process development for the data management team
Coo-client Data Services
10/2014 - 11/2016
Detroit, MI
  • A good understanding of processes
  • Relevant people management experience, including recruitment, motivation and development
  • Strong analytical skills to develop, communicate and leverage Management Information Systems (MIS) to improve controls, manage resources and articulate business achievements
  • A good understanding and appreciation of Operational Risk – i.e. Root Causes, identification of risk, effective escalation, capture and close out
  • An ability to build and manage Client relationships both internally and externally with the creditability and confidence to liaise effectively at Senior levels
  • Experience of successfully managing significant market and / or Information Technology IT related projects
  • Experience of attending events and working with industry bodies, technology providers etc
Global Client Data Services Intern
01/2008 - 07/2014
Los Angeles, CA
  • Work with appropriate internal business partners (e.g. PAIR, Legal, Compliance) as required to prepare content that supports the assignment
  • Provide a full response for each question, which directly addresses the client’s needs and requirements
  • Ensure on-time delivery of each submission according to recipient’s exact requirements
  • Ensure that all internal processes (e.g. use of appropriate sources of information, tracking updates and SharePoint maintenance) are observed for each assignment
  • Monitoring team and individual performance: ensuring adherence to Key Performance Indicator’s (KPIs)
  • Strong integrity, networking and communication competencies along with a determined, self starting ability to deliver on projects and initiatives
  • Strong On-Boarding and Static DataMarket Knowledge / experience, with the ability to identify and address risk on a day to day basis


Pepperdine University - Encino Graduate Campus
2003 - 2008
Bachelor's Degree in Management

Professional Skills

  • Demonstrate the Bank’s values in achieving objectives
  • Design training material, engage effectively with SMEs and obtain sign off from key stakeholders
  • Driving requirements to streamline information and process flows between ACOs, Client Onboarding, Business Senior Managers and AFC
  • Understanding of IWM business, clients and solutions
  • Develop, maintain and promote KYC training programmes to COB in line with end user needs utilising globally consistent training materials
  • Align regional and global Training and Quality agenda objectives by incorporating feedback from regional QA, AFC, Audit findings into training agenda
  • Governance-Ensure that an effective, embedded and consistently applied governance meeting structure is in place for CDS APAC

How to write Client Data Services Resume

Client Data Services role is responsible for events, research, design, reporting, articulate, compliance, maintenance, documentation, metrics, mitigation.
To write great resume for client data services job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Client Data Services Resume

The section contact information is important in your client data services 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
  • Email
  • Telephone number

Work Experience in Your Client Data Services Resume

The section work experience is an essential part of your client data services 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 data services 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 data services position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Client Data Services resume experience can include:

  • Monitor the administration of KYC training programmes including the provision of appropriate management information
  • Define and deliver client relevant metrics allowing the GM client portfolio to be reviewed and assessed against GM proposed risk appetite in oversight forums
  • Senior Escalation Point / Conduit between the near shore Client Outreach team and Sales
  • Work with Accountable Client Owners (ACO’s) to objectively assess and validate KYC risk profile for existing clients as part of Regular Review processes with reliance on key KYC information,
  • Coordinate High Risk Client approvals by global Senior Business Managers in a consistent manner
  • Responsible for coordinating routing escalations to divisional and cross-divisional Client Risk Acceptance Forums (CRAFs) and notifications to GM Non-Financial Risk Council

Education on a Client Data Services Resume

Make sure to make education a priority on your client data services resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client data services 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 Data Services Resume

When listing skills on your client data services 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 data services skills:

  • Graduates with good academic backgroun
  • Self-assured with sound judgement and confident manner
  • Knowledge of FATCA regulations
  • Audit SII & Incident processes-Ensure compliance to the firm audit policy, firm Self-Identified Issue Guidance and incident escalation process through training, support guidance and challenge
  • Articulate data management requirements to other stakeholder groups and functions, e.g. Technology group
  • Contribute to the overall data management strategy for IWM

List of Typical Skills For a Client Data Services Resume


Skills For Coo-client Data Services Resume

  • Formulate and drive forward a sustainable and repeatable training agenda for Regional Hub and Branch audiences
  • Contribute to the global KYC training agenda for both the Business lines and COB
  • Engagement with a regional team of Trainers/Subject Matter Experts based out of regional hubs to facilitate delivery
  • Establish regular engagement with APAC COB branch leads and regional heads to enable understanding of regional nuances (including cultural aspects), knowledge levels and focus areas
  • Strong collaboration and engagement with local SME’s and KYC champions in addition to regional policy and SME teams to drive knowledge enablement and continuous learning culture

Skills For Client Data Analyst Client Data Services Resume

  • Work with SME’s to define and implement new processes and controls and ensure appropriate risk mitigation around any process migration / transition efforts
  • Define and deliver client relevant metrics allowing the CIB client portfolio to be reviewed and assessed against CIB proposed risk appetite in oversight forums
  • Responsible for coordinating routing escalations to divisional and cross-divisional Client Risk Acceptance Forums (CRAFs) and notifications to CIB Non-Financial Risk Council

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