Client Service Management Resume Sample

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Xander Collins
35937 Lindsay Station,  Detroit, MI
+1 (555) 632 4850

Work Experience

Client Service Management Associate
11/2015 - PRESENT
Los Angeles, CA
  • Develop a solid understanding of the client’s needs, organization structure & contact / escalation points within the business / technology organization
  • Interface with Client Management Branch primarily on the phone, and face to face when required to review key activities and status related to delivery and service performance
  • Establish quarterly touch points with remaining clients to ensure all delivery activities are on track
  • Single point of accountability for client Management escalations, effectively manage internal escalation process and client communications
  • Develop Service improvement plans in response to bi-yearly Client satisfaction review/surveys
  • Working with internal stakeholders to resolve issues
  • Accountable for client satisfaction related to all delivery and operational activities
Client Service Management With English
10/2012 - 09/2015
Boston, MA
  • Value creation for our business by clearing roadblocks for the sales teams in order to secure new business
  • Performance Management: Be able to fulfil annual performance management commitments with regular team meetings and 1-1s. Provide real-time feedback. Aggressively develop skills and capabilities. Have ready-now successors
  • Undertake a lead role in developing and driving the TS Corporate Client Service strategy, with a view to maximising/developing resource and infrastructure, to enhance the client experience
  • Resource Management: Allocate work efficiently. Align the right resources to priorities. Proactively manage retention, attrition, recruiting and selection
  • Monitor scorecard and team deliverables against agreed service plans. Encourage forward thinking approach and address low performance
  • Encourage CSAM performance feedback from client, Sales and peers and take appropriate action against feedback
  • Ensure client meetings have clear agendas and that client materials reflect the highest quality
  • Ensure the team complete all mandatory training
  • Maintain Policies and Procedures and address gaps proactively – holding the team accountable where appropriate
CIB Treasury Services Client Service Management
04/2008 - 06/2012
Dallas, TX
  • Engage the operational resources of the firm to meet clients’ needs
  • Build and constantly develop your existing knowledge of the Business Operations’ functions and keep current on major activities being undertaken and challenges and successes that are being experienced
  • Analyse, synthesise and present data in a concise and easy to understand style
  • In depth knowledge and understanding of fund administration/transfer agency/client service with 5+ years’ experience in the mutual fund industry and exposure to a range of pooled fund products
  • Lead and drive CSM’s mission to deliver exceptional client experience in the most effective and appropriate way by owning operational service in partnership with the client business through the client lifecycle
  • When required for strategically important clients, act as senior lead at client service meetings, with the support of regional leads and CSM’s either independently or in partnership with the client business teams
  • Proven leadership experience across large, multi-location teams


Strayer University - Virginia Beach Campus
2002 - 2007
Bachelor's Degree in Business

Professional Skills

  • Excellent and proven people management skills
  • Excellent communication and interpersonal skills, demonstrate teamwork and initiative
  • Unfailing commitment to excellence: Strong analytical, attention-to-detail, and problem solving skills
  • Proven ability to own, manage and assess the client experience through client feedback and metric collation
  • Proven experience in the asset management industry with exposure to a variety of operational and/or client service and relationship management functions
  • Connect with people, to hear the “why”: Effectively manage yourself during times of stress and act as a leader by setting an example for others
  • Develop strong collaborative working relationships with key client business and service delivery stakeholders

How to write Client Service Management Resume

Client Service Management role is responsible for events, reporting, compensation, recruiting, training, finance, microsoft, teamwork, sql, analysis.
To write great resume for client service management job, your resume must include:

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

Contact Information For Client Service Management Resume

The section contact information is important in your client service management 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 Service Management Resume

The section work experience is an essential part of your client service management 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 management 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 management position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Client Service Management resume experience can include:

  • Comprehensive technical understanding across service and operational functions together with a strong understanding of the end-to-end client and trade life-cycles
  • Demonstrate ability to communicate effectively with clients, represent the firm at client meetings and add value to the operational aspects of the business development process
  • Demonstrated success with managing direct and indirect reports both externally and locally, cultivating employee engagement and development
  • Experience in dealing with clients and associated service risk matters
  • Previous exposure to the sales process and experience with client meetings
  • Extensive experience with clients

Education on a Client Service Management Resume

Make sure to make education a priority on your client service management 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 management 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 Management Resume

When listing skills on your client service management 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 management skills:

  • Dual-ability to work effectively as both a team player and independently
  • Develop strong collaborative working relationships with senior key Client Business and Operations stakeholders
  • Keen interest in investment products and a preference of 1-3 years of financial services experience, especially investment management
  • Approx. 3-5 years’ relevant experience in a similar capacity with a large organization
  • Keen interest in investment products and some financial services experience, ideally in investment management
  • Positive intent, trustworthy: Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities

List of Typical Skills For a Client Service Management Resume


Skills For Client Service Management Associate Resume

  • Demonstrated ability to implement and direct corporate initiatives
  • Proficiency in MS Office and an aptitude for learning new applicationsSearch Jobs US
  • Responsible for representing the client operational intent where necessary for implementation and change events
  • Focus on the partnership between the Client Businesses and the global Business Operations teams to improve client service offering and quality of delivery
  • Demonstration of cultural sensitivity and awareness
  • Certified Equity Professional (CEP) and/or Canadian Securities Course (CSC) designation(s) a definite asset
  • Advanced knowledge and proficiency with common technology and technical concepts, including but not limited to the Microsoft office suite, including Intermediate level Excel

Skills For Client Service Management With English Resume

  • In addition, exposure to utilizing data analytics to drive service improvement would be viewed as beneficial
  • Assist in the analysis of trends in queries to constantly improve service and client deliverables
  • Understand our client’s needs: Put the client at the centre of all that we do; understand the ask and deliver what the client actually needs (outcome)
  • Provide day-to-day direction and guidance to the team and be an escalation point for queries, issues and challenges
  • Ensure that of the client’s responsibilities occur in accordance with the statement of work and service level agreements with the client

Skills For Director, Client Service Management Resume

  • Drive Operational Due Diligence meetings with clients presenting BlackRock’s Business Operations value proposition, organizing functional presenters and materials, collecting and sharing feedback, taking responsibility for meeting follow-ups and documenting and reporting meeting metrics
  • Own the overall client service experience in partnership with the Client Businesses throughout the client lifecycle and develop strong working relationships with key stakeholders within BlackRock to assist the firm in effectively meeting clients’ service needs
  • Build and constantly develop knowledge of BlackRock’s service delivery framework, products and capabilities, remaining current on industry and market developments as well as major activities, challenges and successes within BlackRock
  • Interact with various client stakeholders to solve problems, build strong partnerships, and ensure an unparalleled service experience
  • Technical understanding across service functions, together with a strong understanding of the end-to-end client life-cycles

Skills For Client Service Management Client Inquiries & Analytics Resume

  • Relevant experience in an established financial firm, ideally investment management
  • Willingness to “roll up sleeves” and get involved in the detail of service issues
  • Own the overall operational client service experience for UK and EMEA clients (Institutional, FIG and Retail) in partnership with the Client Business and throughout the client lifecycle
  • Understand our clients needs: Put the client at the centre of all that we do; understand the ask and deliver what the client actually needs (outcome)
  • Fluency in European languages beyond English a advantage but not critical
  • Proactively build “partnership” style internal and external relationships focusing on integration at all levels, maintaining relationships with senior client contacts
  • Support team members in fostering client loyalty and proactive client retention initiatives through client meetings, demonstrations, training sessions, user training sessions, and other client requests as required
  • Advocate or escalate issues and risks within Solium on behalf of clients or CSM team to ensure client satisfaction and team success
  • Collaborate and work closely with a high-performance Canadian Management Leadership Team to achieve organizational goals

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