Implementation Associate Resume Sample
Ines Parisian
443 Emmerich Highway,
Chicago,
IL
+1 (555) 692 7345
Work Experience
Implementation Associate
03/2017
-
PRESENT
Boston, MA
- Maintain a positive ‘can do’ attitude, displaying a flexible approach
- Rapidly learn InstaMed’s platform and solutions
- Liaising with client’s appointed counterparties (custodian, prime broker etc.) to enable connectivity, establish operational flows and respond to service requests and inquiries
- Coordinate controls and sign-offs both internally and externally
- Identify and communicate the impact of business and client requirements and ensure set up in internal systems and processes
- Develop expertise in the Firm’s Anti Money Laundering/Customer Identification due diligence policies
- Partner with other consultants to assess client implementation needs, craft innovative solutions that span different subject matter domains and implement these plans to exceed the client’s expectations
- Create client facing internal output and action point logs from meetings; build clear and compelling PowerPoint presentations that demonstrate InnerWorkings’ value
Data Implementation Associate
01/2010
-
11/2016
New York, NY
- Previous client interfacing experience
- Excellent communication and presentation skills; ability to effectively interact with varying audiences and levels
- Highly proficient with MS Office software, (Excel, Visio, and PowerPoint)
- Build clear, compelling PowerPoint presentations
- Work with core facilities across North America that are adopting our system to ensure that the system is deployed in a way which addresses their needs
- Schedule, prepare for, and conduct meetings with the employees of core facilities to facilitate needs definition, set up, training and go-live activities
- Executes and monitors requests on managed accounts under the guidance of Financial Advisors. Utilizes both WAVE (Web Access to Vanguard Excellence) and PlanIT Systems to execute transactions and verify accuracy
- Maintains a high level of quality in all transactions and operational processes. Is diligent in documenting the actions taken on clients’ managed accounts for audit and record retention purposes
Portfolio Implementation Associate
02/2007
-
11/2009
Dallas, TX
- Works closely with Financial Advisor to execute a variety of planning deliverables throughout the client life cycle, such as onboarding, quarterly rebalancing, and ad hoc transaction requests
- Partners with Financial Advisors, Resolution Services, and other business groups as necessary to resolve client issues efficiently and in a professional manner
- Manages the Personal Advisor IMH (Internet Message Handler) and AWD (Automated Work Distributor) queues to review incoming client correspondence and enrollment agreements. Processes paper enrollment agreements and provides enrollment notifications to BDG and Financial Advisors. Redirects client correspondence to Financial Advisors as necessary
- Assists in managing the quarterly fee collection process for clients enrolled in the Personal Advisor service
- Supports the Vanguard Unmatchable Excellence (VUE) process and provides insight into process improvement. Proactively communicates with the team leader and team members to provide feedback on the quality and efficiency of operational processes, and the client experience. Takes ownership in shaping future processes
- Adaptability and flexibility to work in a very dynamic team environment
- Strong interest in financial planning, investment advice, and wealth management
Education
University of Washington Tacoma
2001 - 2006
Bachelor's Degree in Business
Professional Skills
- Demonstrated problem solving, independent thinking, and analytical skills
- Exhibits good listening and comprehension skills
- Strong results orientation (prioritizing tasks from multiple sources in a fast paced environment)
- Communicates challenges to the appropriate internal service partners to ensure positive ongoing client experiences
- Strong understanding of the commercial card systems, and MIS tools
- Build and leverage strong working relationships and collaborate across regional teams
- Build clear and compelling PowerPoint presentations that demonstrate InnerWorkings’ value
How to write Implementation Associate Resume
Implementation Associate role is responsible for analytical, administrative, software, travel, database, training, customer, collaboration, organization, administration.
To write great resume for implementation associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Implementation Associate Resume
The section contact information is important in your implementation 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 Implementation Associate Resume
The section work experience is an essential part of your implementation 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 implementation 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 implementation associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Implementation Associate resume experience can include:
- Interact effectively with varying internal and external stakeholders
- Maintain a solid understanding of investment planning methodology and implementation strategies
- Have a good understanding of Fidelity systems and the downstream impact of activities taken during project
- Strong knowledge of Vanguard funds and services
- Detail oriented with excellent attention to detail
- Prioritize assignments and have a clear vision of each assignment’s context in order to keep your workload organized and relevant
Education on an Implementation Associate Resume
Make sure to make education a priority on your implementation associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your implementation 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 Implementation Associate Resume
When listing skills on your implementation 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 implementation associate skills:
- Strong administrative skills and is detail oriented -strong analytical skills
- Strong analytical skills Superior customer service skills
- Possess strong collaboration skills and work well in a matrixed organization structure
- Strong verbal, written, interpersonal communication and customer service skills
- Strong administrative skills and is detail oriented
- Proven ability to interact effectively with various levels of management
List of Typical Skills For an Implementation Associate Resume
1
Skills For Data Implementation Associate Resume
- Strong understanding of the GCP commercial card systems, and MIS tools
- Work experience in a related industry
- Liaising with internal teams including Sales, AML,
- Understanding of Latent Zero
- Working knowledge of various desktop applications such as WAVE, PlanIT2000, and AWD
- Interface with client and/or internal associates to solve problems and resolve outstanding issues relating to data administration
- Basic HTML (helpful but not required), understand differences between browsers on multiple operating systems, comfortable learning new software applications
2
Skills For Senior Business Implementation Associate Resume
- Develop a comprehensive understanding of client deliverables and ensure all stakeholders are working towards the same goals and success criteria
- Interest in financial planning, investment advice, and wealth management
- Work collaboratively with the Project Manager and Client to ensure we are on boarding high quality data
- Create client facing status reports and action point logs from meetings
- Build process maps to support the output from current and future state process mapping efforts
- Support data gathering and analysis
- Travel to and work on-site in various client locations during the transition period (~30% of time)
- Set up of the client in Cocas/MYSU liaising with WS to facilitate rapid & accurate set up
- Coordinate internal client communication, completion & processing of Corporate Card Applications
3
Skills For Portfolio Implementation Associate Resume
- Monitor first billing cycle to ensure smooth program launch
- Develop or assist in the creation and ongoing management of the rollout schedule
- Escalate issues with maintaining the rollout schedule, as needed
- Confirm all aspects of corporate or BTA program including liability, card requirements, statement distribution, payment process, fees, MIS, etc
- Set up of the client in cocas liaising with WS to facilitate rapid and accurate establishment of client in cocas
- Coordinate internal client communication and completion and processing of corporate card applications
- Knowledge of Vanguard funds and services
- Maximize the quality and relevance of other C&RPS units’ input into project design and planning, while effectively minimizing disruption to the client business through coordination of client, system integrator, client support, Relationship Manager (RM), marketing and account executive involvement throughout the implementation process
- A challenging, energetic, and fast-paced environment
4
Skills For Regional Implementation Associate Resume
- Competitive salary, with one review each year
- Coordinate and plan day to day project tasks to ensure timely delivery of overall project
- Understand Operational requirements for back end teams to ensure the data received supports our administration
- Help Senior Management with ad-hoc projects and initiatives as required to help drive the Global DC business forward
- Effectively manage the client by communicating in a timely fashion any issues that could impact the conversion schedule or result in a change of data requirements
- A proactive self-starter, able to manage time, prioritize, and independently identify and complete implied tasks
- Displays courtesy and sensitivity in resolving difficult or emotional customer situations
5
Skills For Implementation Associate Director Resume
- Quickly grasp customer requirements and propose creative solutions
- Self-motivated and directed individual
- Implements standard new products and services for clients. This includes analyzing requirements and gathering deliverables to complete the implementation, performing maintenance on existing client profiles and maintaining client-specific operating procedures
- Prioritize assignments and have a clear vision of each assignment’s context, to keep your workload organized and relevant
- Analyzes, assesses and documents client requirements while adhering to established processes and procedures. Verifies implementation work done by other staff
- Industry knowledge of Anti-Money Laundering Regulations & KYC preferable
6
Skills For Eprocurement Implementation Associate Resume
- Support the internal implementation team with the creation and maintenance of project plans, tracker documents, meeting notes and action logs
- Utilizes data provided from sales and/or sales support personnel to establish or update client-specific information for assigned product
- Manages multiple implementations simultaneously; reports progress relative to service level performance to internal service partners
- Proficient knowledge of Treasury Management products and services
- Multi-task, work independently and meet deadlines
- Implementation team: Works with sponsors, clients and all relevant stakeholders to understand requirements, develop solutions and safely implement portfolios
- Data team: Structures portfolio data in core systems in line with the account objectives, to ensure that client assets can be accurately managed and serviced
- Able to execute multiple project work streams simultaneously and transparently, ensuring that all internal and external stakeholders understand the projects’ goals and deliverables
- Achieve profound knowledge of our platform’s functionality to fulfill customers’ needs
7
Skills For Onboarding Implementation Associate Resume
- Understand the configuration needs for each specific case, to add value to the implementation
- Understand the configuration needs for each specific case to add value to the implementation
- Partner with functional representatives across the organization to ensure a smooth transition
- Proactively manage project deliverables to ensure on time solution delivery
- Highly proficient with MS Office software
- New Accounts, Compliance, Risk and Legal for the set up
- Update, track, and adjust the rollout schedule on a timely basis
8
Skills For Operations Asset Management Client Implementation Associate Resume
- Create installation scheduling requests and ensure that all customer installation/deployment activity is scheduled and completed to the customer’s satisfaction and per SOW
- Responsible for updating Quickbase (or similar) database with equipment and services data
- Identify out of scope activities per SOW and communicate to Project Manager
- Ensure that the requested site level activities are scheduled within standard process time frames
- Provide the required delivery dates and locations for subsequent rollout or destination deferred orders to the Deployment Services centers
- Coordinate with other vendors as needed for delivery of equipment or services
- Review and ensure first payment is processed correctly and all cards are current
9
Skills For Operations Asset Management Client Implementation Associate Slc Resume
- Ensure all MIS and work tools are set up correctly
- Handle new account set up by assisting the sales team to do relevant risk checks establish agreed remittance payment process and monitor process at end of first billing cycle to ensure that payments are allocated correctly and that all cards have been paid
- Provide customer service support to client program administrators on the implementation process and follow up with internal clients to get all application forms completed promptly and correctly
- Provide administrative support to the implementation leader for the implementation of new corporate card, BTA and CPS sales in India to achieve charge volume goals
- Maintains a high level of quality in all transactions and operational processes. Is diligent in documenting the actions taken on clients?? managed accounts for audit and record retention purposes
- Background verification checks
- Sanitas health coverage
- Fully equipped kitchen
Related to Implementation Associate Resume Samples
Implementation Resume Sample
Work Experience
• Develops, deploys and manages digital content & capabilities to optimise customer experience and sales outcomes
• Collaborate closely with the business and marketing functions within the team to ensure that online sales propositions are optimized including sales journeys, CTAs & content (in...
Professional Skills
• Demonstrated strong interpersonal skills, ...
• Proven project management skills, an abili...
• Excellent written and oral communication s...
Manager, Implementation Resume Sample
Work Experience
• Conducts weekly status conference calls with new clients to ensure conversion is flowing smoothly
• Sends audit files to client and develops timelines for initial quarterly statement run
• Specs out reporting development needs of advisors and works with Tech Support and Progr...
Professional Skills
• Demonstrated project management experience...
• Excellent verbal and written communication...
• Demonstrated project management experience...
Stockroom Associate Resume Sample
Work Experience
• Reports to the Dock Lead
• Extensive interaction with associates and management team
• Work M-F, 10 AM to 7 PM
• Only applies to locations with company-owned vehicles
• Lift / carry by hand freight weighing up to 75 pounds several...
Professional Skills
• Excellent interpersonal skills and the abi...
• Prior experience working with and manipula...
• Demonstrated experience in dynamic high mu...
Pool & Beach Resume Sample
Work Experience
• Confirm guest orders including any special needs or requests from the lounge server using the hotel’s point-of-sales system; check completed orders with the guest’s original order
• Service and take orders from guests seated at the bar area offering interesting, and vivid descriptions of the each i...
Professional Skills
• Competent in communication, creativity, in...
• Learning and Development – excellent train...
• Set up area prior to opening each day
Assistant Lab Resume Sample
Work Experience
• Gather information and documents to support the patient visit
• Be responsible for adhering to all policies, procedures and practice guidelines
• Promote teamwork with all members of the health care team
• Maintain complete, timely and accurate clinical...
Professional Skills
• Proven experience processing lab specimens...
• Demonstrated experience processing lab spe...
• Analytical skills necessary for any phlebo...
Associate, Facilities Resume Sample
Work Experience
• Records and reports all needed repairs; repairs as directed
• Adapt to company growth and new direction
• Availability to work O.T. hours particularly in support of employee churn moves
• Provide oversight for facilities maintenance programs
...
Professional Skills
• Good PC skills including Microsoft Excel, ...
• Experience in facility planning or facilit...
• Experience: 5 years of project and facilit...