Relationship Analyst Resume Sample
Lavinia Kemmer
18086 Sporer Lodge,
Detroit,
MI
+1 (555) 276 0737
Work Experience
DLQ Oversight & Senior Client Relationship Analyst
07/2015
-
PRESENT
Dallas, TX
- Fulfill requests from marketing staff and selling clients involving marketing materials, supplies and forms including rate card creation and deliver accurately and timely. Monitor the order fulfillment processes ensuring accurate and timely delivery of product and materials
- Assist with obtaining dealer and writing agreements, including W9 tax information, client fee payee information and clearly defined product offering selections.Adherence to corporate audit controls and best business practices
- Oversee unique cancelation process on excel worksheet, providing to claims department for Commission Retention Refund and cancel service contract and Commission Retention agreement on system.Issue refund to appropriate party and notate check information on each agreement in system.Bill client for commission chargeback and follow up for collection of same
- Ensures all order lines are invoice eligible in line with revenue recognition targets by providing updates to management on potential risk or issues
- Active support of the regional inventory management team including participation in inventory/ asset review meetings and management meetings, as necessary
- Monitors, tracks and resolves tickets assigned to support area queue
- Provides support for University customers in response to assigned tickets and established hardware and software maintenance schedules
Relationship Analyst
11/2010
-
01/2015
New York, NY
- Installs, configures, troubleshoots, and maintains desktop computers, printers, peripherals, and licensed software
- Develop a deep understanding of how Citi handles complex ICG client relationships and become a key part of the team
- Client and product onboarding. This includes GFCID creation, documentation request and reception for both the client and Citi products, CADD request, provide Citi’s electronic access and performs periodic maintenance within their client portfolio
- Maintenance of signature cards, GMTA, client’s power of attorney/ update profiles at the request of clients. Requests legal documentation that needs to be updated
- Seeks to maintain and improve client satisfaction during onboarding, product implementation and maintenance processes. This is to be measured by the ICG Service Survey and VOP indicators (Voice of the Process)
- Execution. Ensures that transactions are processed executed as agreed (time and details), coordinating with
- Prepare client-specific KYC-related analysis as required
- Interact with Citi’s network around the globe to ensure activities are coordinated across the franchise
- Leveraging the firm’s systems infrastructure to generate reports and analyses necessary to support the business development and consultant relations efforts
Client Relationship Analyst
05/2005
-
05/2010
Boston, MA
- Process Integrator’s serialized campaign software for clients and present results
- Developing an understanding of the depth and breadth of Wellington Management’s investment approaches
- Develop a strong understanding of the depth and breadth of Wellington Management’s product offerings
- Complete all tasks in connection with the organization’s activity but not detailed in the current Job Description, charged by the direct manager, supervisor, or the functional head
- Knowledge and understanding of private equity, hedge funds and other alternative investment structures
- Completing all subscription documents and FACTA requests
- Manage all correspondence including statements, notices and quarterly updates
- Ensure the investment updates are reflected properly in operating system by performing a secondary review for each request confirming accuracy
Education
Lindenwood University - Belleville Campus
2001 - 2005
Bachelor's Degree in Finance
Professional Skills
- Basic understanding of the bank’s products Strong interpersonal skills
- Basic to strong credit skills and client services
- Strong skills in Microsoft Office Suite: Excel, Powerpoint, and Word
- Focus on details and strong analytical skillsets
- Strong presentation skills; comfortable speaking in front of clients and potential clients
- Excellent written and verbal skills with careful attention to detail
- Sound business judgement coupled with strong analytical/problem solving skills
How to write Relationship Analyst Resume
Relationship Analyst role is responsible for organizational, microsoft, basic, software, credit, leadership, excel, retail, finance, training.
To write great resume for relationship analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Relationship Analyst Resume
The section contact information is important in your relationship analyst 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 Relationship Analyst Resume
The section work experience is an essential part of your relationship analyst 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 relationship analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular relationship analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Relationship Analyst resume experience can include:
- Interpersonal skills / Networking – able to create and sustain good personal contacts within the team and amongst Citi’s product partners
- Outstanding analytic and financial skills
- Outstanding organizational skills, detail-orientation and follow-through
- Banking experience with solid knowledge of local environment, transactional banking, legal documentation and general banking is highly preferable
- Dynamic problem solving, organizational and interpersonal skills
- Investment related financial markets experience or client reporting experience
Education on a Relationship Analyst Resume
Make sure to make education a priority on your relationship analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your relationship analyst 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 Relationship Analyst Resume
When listing skills on your relationship analyst 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 relationship analyst skills:
- Strong marketing skills and able to build good rapport with customers
- Be good at analysis with good PowerPoint and Excel skills
- Good at basic computer skills
- Strong organizational skills and attention to detail; ability to multi-task and manage a high volume of activity under tight deadlines
- Strong computer software skills, ability to learn and become proficient with TCFIF systems
- General computer skills and ability to quickly learn proprietary applications and emerging technology
List of Typical Experience For a Relationship Analyst Resume
1
Experience For Customer Relationship Analyst Resume
- Experience in technical writing, strategic planning, project management and process development
- Understudy RMs on leave / training to obtain preliminary experience in Relationship Management
- Demonstrate understanding of clients’ business and financial objectives and partner with and support other team members
- Perform general administration including writing and editing correspondence, answering phones, contact data maintenance, etc
- Develop account plans and pursue agreed goals focusing on total revenue, calling and episodic deals
- Provides non-customer-facing sales support through the sales process and contract lifecycle management including
- Responsible for requesting/inputting WCS CE work orders
- Actively support client account maintenance activities including opening new accounts, address changes, online enrollment, etc
- Prepare documents for client signature including investment agreements and subscription and redemption documentation. Electronic filing of executed documents
2
Experience For Client Relationship Analyst Resume
- Support diverse clients varying from Asset Managers, Insurances, Brokers, SA Corporates and back up to Banks
- Undertake specific administrative functions, including preparation of write-off memos
- Respond to client inquiries, coordinating with other functional areas as needed
- Regular client contact, where RA can be viewed as a further client centric resource, in the absence of the RM
- Develop a close working relationship with CitiService partners both locally and Dublin, including Treasury Operations and Account services team to enable RA to act as initial escalation point, to facilitate swift query resolution
- To manage the e-credit process and follow up on why the OT is required with feedback to RM so that the RM can then make a decision on whether to send for approval or not
3
Experience For B Client Relationship Analyst Resume
- Fulfill requests from marketing staff and selling clients involving marketing materials, supplies and forms including rate card creation and deliver accurately and timely.Monitor the order fulfilment processes ensuring accurate and timely delivery of product and materials
- Oversee unique cancelation process on excel worksheet, providing to claims department for Commission Retention Refund and cancel service contract and Commission Retention agreement on system
- Issue refund to appropriate party and notate check information on each agreement in system. Bill client for commission chargeback and follow up for collection of same
- Client Indentification / Discovery
- Multi-task and shift quickly between activities
- Ensures all contracted services are followed and delivered
4
Experience For Broker Relationship Analyst Resume
- Coordinates and oversees client escalations through resolution
- Updates, publishes, and shares client support material
- Enforces client established processes and best practices
- Manages compliancy with service level agreements
- Supports the Client Services Manager to ensure accurate billing and invoicing for recurring services, such as software support, software maintenance, and hardware support
5
Experience For Firm Relationship Analyst Resume
- Manages and maintains sales and/or cost forecast details, as they pertain to designated clients
- Ensures support and issue resolution, across all functional areas
- Serves as the liaison between the client and all internal service groups, such as Help Desks, Service Partners, and Business Center Teams
- Maintains client communication templates, both verbal and written
- Attends regularly scheduled client calls
- Develop and manage positive relationships with Celadon’s customer base
- Co-ordination of credit requests and approvals as appropriate (Product, PAM teams, GSG, CRMS, GIRM, FIRM)
- Build a trusted relationship with clients based in Almaty, acting as contact for routine credit requests, navigation of the Citi product and coverage network, problem escalation and resolution, driving customer satisfaction
- Serve as a liaison for the Sales Account Teams related to all customer orders
6
Experience For Global Wealth Management Relationship Analyst Resume
- Process quotes and orders
- Coordinates order changes or shifts in customer requirements such as cancellations, add-ons, product substitutions, delivery address changes, quantity changes, and desired receipt date
- Analyze and maintain the latest industry and market information, including understanding of fund positioning within competitive landscape, and provide timely analysis of that data
- With the RM/BD/PAs, set strategy for retaining and growing our business with clients and prospects
- Prepare for, participate in and/or host/lead client conference calls and meetings, focusing on content, key takeaways, and outcomes; handle meeting follow up
- Support RM/BD/PA efforts in new business opportunities/cross sells with existing clients
- Assist with extensive preparation for Board meetings and sometimes participate directly
- Interact with senior level individuals on a broad range of topics (product, legal, compliance, and operational), including ability to assist and trouble shoot as needed
- Assist with prospectus/SAI review process
7
Experience For Corporate & Investment Banking Relationship Analyst Resume
- Review sub-advisory reporting (MDFP, questionnaires, 15-c’s) for thoroughness and completion with an eye towards client knowledge and risk management to ensure accurate, timely reporting to the client
- Coordinate internal processes (e.g., RFP/RFI)
- Attend industry conferences (as agreed with RM/BD/PA)
- Build a trusted relationship with client network and operational teams, providing support on routine credit requests, navigation of the Citi product and coverage network, problem escalation and resolution, driving customer satisfaction
- Co-ordination of credit requests and approvals as appropriate (Product, PAM team, GSG, Bankers, CRMS, GIRM, FIRM), negotiating and co-ordinating credit and parent support documentation, loan documentation and bookings
- Develop a sound knowledge of ICG credit policies, monitoring usage of credit lines and ability to exercise prudent judgement in managing risks inherent in the business
- Co-ordination of credit requests and approvals as appropriate (Product, PAM team GSG, Bankers, CRMS, Risk)
8
Experience For Relationship Analyst, Frankfurt Resume
- Monitor usage on credit lines and recommend efficiencies as required (DOL, FX etc), responsive to credit availability queries, manage over-ride requests etc
- Prepare and send e-mails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team. Support Practice Management in all aspects of the sales cycle and oversee the potential client pipeline list
- Prepare for and participate in consultant conference calls and meetings, focusing on content, key takeaways, and outcomes; handle meeting follow up
- Ensure vendors are uploading data to appropriate systems daily. This includes status updates, processing payments, fees & Court costs
- Execute lead generation research strategies and campaigns by identifying high growth client/company opportunities
- An intense desire to learn something new and improve on a daily basis
- Understudy when the Team Leaders / RMs on leave / training
- Assist RM with marketing of customer events, call notes, client meetings & follow ups
- Ensure funds are transferred from network firms and data exchanges are processed. Resolve any exceptions according to required timelines
9
Experience For Relationship Analyst, UK Team Resume
- Work with Portfolio Managers to develop Investment Policy Statements for clients
- Prepare ad-hoc market environment and investment research. Establish and maintain the new business outreach process. Determine the most efficient research vessels, and work with the Portfolio Managers to implement them into the New Business strategy. Participate in internal research projects and special client assignments as needed
- Maintain the New Business process on a daily basis, using the host of research tools that they determine most useful to their position (Insideview, Wealth Monitor, Linkedin, Guidestar, D&B Credit analysis, Hoovers, CRB, FRB contacts, IB contacts)
- Execute trades in client accounts
- Attend meetings and review portfolio activity and performance reports with clients
- Research and reconcile performance returns posted in internal systems which are not in line with benchmarks
- Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction
- Perform internal business analytics to support financial advisors in the growth of their business. Analyze and interpret portfolio performance reviews and make recommendations to financial advisors
10
Experience For Technical Client Relationship Analyst Resume
- Responsible for various reporting including weekly (cash balance, performance, asset allocation), quarterly (Client Statements, Performance, IPS), annual, and ad-hoc requests
- Collaborate with Portfolio Managers and the Client Service team on ad-hoc projects
- Build relationships and assist with business development
- Develop the ability to spread business and personal financial statements, balance sheets, business and personal tax returns
- Respond to and research client inquiries
- Become an expert on the Clearwater system
- Manage client inquiries & requests for timely and accurate information
List of Typical Skills For a Relationship Analyst Resume
1
Skills For Customer Relationship Analyst Resume
- Excellent organizational skills, accuracy, and attention to detail
- Demonstrates tact, discretion and good judgement in handling sensitive and confidential information
- Interact/communicate effectively (written and verbally) with both internal and external clients
- Strong ability to multitask, organize and prioritize
- Great inter-personal and communication skills
2
Skills For Client Relationship Analyst Resume
- ` of banking experience
- Customer service or cold calling experience is ideal
- Typically requires 1 or more years of experience
- Good sense of humor with a ‘can do’ attitude
- Demonstrated in-depth knowledge of the intermediary sold mutual fund business channel
- Experience in banking industry
- Proven self-starter with the ability to think and work autonomously
- Proficiency in Microsoft office applications with an intermediate to expert skill level in Excel and PPT
3
Skills For B Client Relationship Analyst Resume
- Relevant experience in analytical roles within the investment industry
- Related experience in the areas of human resources, financial management, and/or risk management
- Prioritizes client needs and transitions from standard-daily to urgent-action-required tasks, and back again, with ease
- Understanding of financial services markets & products / a keen interest in developing the understanding and working with clients in this sector
- Working with Relationship Analysts and Client Analysts assisting on client inquiries and meeting follow-up
- Preparing presentation materials/marketing information for client/prospect meetings and attending these meetings where necessary
- Participating in various projects including the testing of new applications, processes and initiatives
4
Skills For Broker Relationship Analyst Resume
- Supporting the team in client servicing, development and cross-selling activity
- Assisting with new account set-ups/transitions, including being involved in negotiations on guidelines, customization needs and other legal agreements
- Streamlining workflow through leveraging technology and automation
- Assisting with preparation of client materials
- Assisting in the preparation of client events
- Keeping the client teams up-to-date on all non-Brown Advisory sponsored changes and significant events
5
Skills For Firm Relationship Analyst Resume
- Preparing responses to due diligence questionnaires
- Handling adhoc queries from clients/prospects
- Responsible for processing all capital calls for private equities and ensuring receipt of all distributions and correct posting to income and principal
- Assist with performance reporting and asset allocation reporting
- Manages client inquiries around billing and invoicing
- Grow individual customer portfolios by promoting business-to-business sales and educating customers on Celadon’s vast service offerings
- Initial visibility into underwriting facilities to verify a client’s ability to qualify for financing
- Manage pipeline of pending credit facilities by keeping borrowers up-to-date
- Assist with financial reporting, covenant monitoring and research/audit requests
6
Skills For Global Wealth Management Relationship Analyst Resume
- Assist in the planning and development of Marketing Events for the Tech community
- Assist in developing a marketing pipeline to mine new Tech opportunities
- Foundation understanding of GTS and standard Treasury products
- Perform risk assessment for Factory Direct branch to determine the amount of reasonable risk regarding a particular customer
- Document any new methodology or processes which allows branches to focus on selling
- Assist with training on Credit, Collection, and Cash Application Processes
- Be comfortable with Wellington’s consultative approach to marketing/business development
7
Skills For Corporate & Investment Banking Relationship Analyst Resume
- Some understanding of business
- Willingness to be a “team player” and support others during peak load periods
- Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
- Proficiency with M.S. Office suite including Excel, Word & PowerPoint
- Four week dedicated training course at corporate headquarters in Indianapolis
- Four week dedicated training course
8
Skills For Relationship Analyst, Frankfurt Resume
- Identify exceptions and problems affecting client accounts and communicate issues to proper internal teams
- Collaborate with outside advisors concerning clients’ personal tax information
- Understand and ensure compliance with client guidelines and applicable regulations, including relevant ’40 Act regulations
- The role offers opportunity to work in a team of seasoned banking professionals, regional bankers as well as with number of business product partners (TTS/ FX)
- Consults with the RBC and UPG Senior Leadership on “at risk/strategic new customers.”
- Work closely with the UPG Credit Relationship Manager to ensure the RBC has the necessary information to align with UPG’s business / sales strategies
- Work directly with customers to resolve disputed items and to apply open credits to past due invoices on accounts the RBC is unable to resolve
- Analyze branch accounts for calls against past due and intervene when necessary
9
Skills For Relationship Analyst, UK Team Resume
- Work with Tax Department to approve Exemption Certificates for jobs that billed with Sales Tax
- Work with customers to determine gaps in JCI processes and procedures to better support their business
- Enter and reconcile trades
- Prepare correspondence and maintain spreadsheets
- Assist in identification of client needs
- Prepare for client and office meetings
10
Skills For Technical Client Relationship Analyst Resume
- Assist with various office projects
- Process all client related service request for cash movement
- Portfolio Control: Manage a portfolio of assigned accounts to mitigate potential loss, non-earning and delinquency events within the portfolio. Resolve issues in a timely fashion while understanding risk implications. Look for ways to continue with process improvements
- Portfolio Growth: Establish tight relationships with accounts, from the onset of the relationship and forward. The key is to keep customers informed, engaged and happy. Enhance customer experience through continual execution of TCFIF’s service model, using strong communication skills with both dealer and manufacturer relationships
- Additional Tasks/Activities: Manage the delicate balance between customer service and collection efforts. This can include reconciliations, applying dealer payments and/or credit memos, reviewing audit requests/results/escalations, performance discussions with dealer, etc
- Boarding Specialist: Responsible for boarding new dealers by processing the dealer application, creating legal documentation and securing TCFIF’s UCC filings. Additionally, following up on receipt of the loan documents to help finalize the request
List of Typical Responsibilities For a Relationship Analyst Resume
1
Responsibilities For Customer Relationship Analyst Resume
- Previous experience developing CRM metrics
- Self-driven team player, dependable, and demonstrates the ability to manage multiple initiatives including daily, weekly and monthly tasks to support a rollout
- To upgrade client engagement by involving other product partners
- Minimal of five years working in the intelligence community
- Responsible for coordinating the schedule of 3rd parties installation vendors, such as Riggers
- Assist with testing and modification of the solution for stability and deployment readiness
- Basic understanding of the bank’s products
- Days Sales Outstanding
- Run assigned projects & coordinate necessary resources
2
Responsibilities For Client Relationship Analyst Resume
- Collaborate between different internal teams to develop client solutions
- Communicate with clients to research and resolve any requests and issues
- Strengthen the client relationship
- Willingness to travel if/when potential opportunities arise
- Work with the Relationship and Business Development Managers in Frankfurt to understand the marketplace and target prospects; analyse and maintain the latest industry/market information, and provide extensive analysis on target and current prospects
- Help to build and maintain strong and effective client, consultant and prospect relationships; assist the team in their efforts to maintain an ongoing dialogue with institutional prospects, and to move the pipeline forward
- Support in the planning and preparation of meetings, focusing on content and outcomes; prepare briefing materials and meeting notes for meetings and calls; prepare materials for prospect meetings, finals presentations, and proposals for prospective clients and consultants
- Coordinate key client and consultant communications
3
Responsibilities For B Client Relationship Analyst Resume
- Partner closely with the broader Consultant and Relationship teams in London
- Respond to ad hoc queries, and requests for reports and data for consultants, prospects and clients
- Ensure client and prospect data is accurately captured and reflected via internal systems
- Daily client contact to further the client relationship strategy
- Develop a close working relationship with Parent Account Managers, Regional Account Managers, Sectors, Product & Support teams (CitiService, ASU, Excon, TCS, CRMS, and Risk etc.) to facilitate best in class service and sales delivery
- Reasonable understanding of the core TTS Product set, as well as familiarity with “vanilla” treasury products and ability to assist Product partners with preparation of proposals
- Attend internal Coverage meetings and external client calls
- Continuously develop a deeper understanding of clients, their industries, the application of banking solutions in that context, and a deeper understanding of relationship banking
- Demonstrate commitment to supporting and leveraging Citi’s global network
4
Responsibilities For Broker Relationship Analyst Resume
- Experience with Windows 7 OS, Microsoft Access, and Remote Desktop
- A knowledge of/experience base in aspects of transactional banking and a knowledge of Citi’s product range would be preferable
- Ensure that any potential incremental business is duly referred to RMs
- Coordinate webinars and special events for consultants; attend industry conferences (as agreed with CRM)
- Act as a liaison between 3rd party collection vendors and the Company's departments through daily communications
- Responsible for handling and responding to daily client/firm/agency requests, inquiries, and problems via telephone, email & fax. Process all incoming client mail and route to appropriate vendor
5
Responsibilities For Firm Relationship Analyst Resume
- Work closely with other business units and product groups to assure a high level of interaction and cooperation among product, sales and relationship management teams
- To achieve planned revenue target
- To maintain satisfactory VOC scores
- To book new accounts
- To put Citi ethics and compliance standard at the forefront for all activities
- To incur expenses judiciously
6
Responsibilities For Global Wealth Management Relationship Analyst Resume
- Generates and customizes reports in response to specific requests from Sales team, internal customers or vendors
- Serves as the help line for issues related to the use of orders management systems or Orders process
- CDP works with vendors and sales force to accommodate the delivery
- Be able to quickly learn new NCR products and diagnostic techniques
- Maintains and strengthens client relationships by providing required services that meet the client’s needs. Serves as the subject matter expert to drive 340B program optimization opportunities
- Participates in the client’s audit process and provides support on-site or remotely
- Work closely with Client Service team and internal partners (Operations, Portfolio Management, Strategic Advisory, etc.) to provide comprehensive service to clients
- Handle cash management activities including domestic and international fund transfers, monitoring client cash balances, establishing recurring payments and resolving issues as needed
7
Responsibilities For Corporate & Investment Banking Relationship Analyst Resume
- Coordinate client reporting and billing
- Complete ad hoc client-related projects as needed
- Maintain the New Business process on a daily basis, using the host of research tools that they determine most useful to their position (Insideview, Wealth Monitor, Linkedin, Guidestar, D&B Credit analysis, Hoovers, CRB, FRB contacts, IB contacts
- A critical thinker with the ability to prioritize and be effective with time management
- Good written and spoken English; Mandarin is an advantage
8
Responsibilities For Relationship Analyst, Frankfurt Resume
- Food service/restaurant industry operational experience
- Point-of-Sale (POS) operational experience
- NCR Aloha product operational experience
- Demonstrate passion for and in-depth knowledge of capital markets and/or investment products
- Strong academic credentials and progress towards (or willingness to pursue) a relevant professional qualification, e.g., CFA or MBA
- Strong business judgment and intellectual curiosity
- Relevant experience in analytical roles within the investment industry
- Knowledge of Citi’s technical support systems (CRI, OneKYC, Citivision, CRM, Optima, etc.) an advantage
9
Responsibilities For Relationship Analyst, UK Team Resume
- Proper management of delivery times and fulfillment of commitments
- Efficient knowledge of technical support systems (CRI, Citivision, CRM, GRR, eCADD etc)
- Be comfortable with Wellington’s consultative approach to relationship management and business development
- High work ethic, competitive drive, and intellectual curiosity
- Balance a variety of stakeholder needs and expectations
- Work productively with others
- Extensive knowledge of MS Word, Excel, PowerPoint and Outlook
10
Responsibilities For Technical Client Relationship Analyst Resume
- Knowledge of CRM is useful
- Series 7 and 66 Licenses, Insurance licenses
- Desire to work hard and process in the investment management profession
- Demonstrate knowledge and understanding of investment principles, strategies, policies, and regulations applicable to the Investment Management industry
- Comfortable cold calling and prospecting new clients
- Team player willing to help and learn from others
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