Services Relationship Manager Resume Sample

13 votes

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Madisyn Medhurst
10385 Quigley Court,  Dallas, TX
+1 (555) 398 6592

Work Experience

Institutional Services Relationship Manager
02/2018 - PRESENT
Phoenix, AZ
  • Four years of banking, community or Community Association Property Management experience
  • Three years of product sales and marketing, relationship and account management
  • Verify activity reports daily
  • Maintain client communications on regulatory, legal, accounting and account related matters
  • Serve as a primary contact for business partners & client relationships (external & internal)
  • Serve as a secondary contact for client relationships
  • Champion special projects as needed
  • Understand the client’s overall business to ensure successful implementation of Citrix products and technologies
  • Apply Citrix products and technologies to achieve customers’ business goals
Services Relationship Manager, UK & Ireland
09/2015 - 12/2017
Dallas, TX
  • Act as an authority on Citrix Consulting project methodology and best practices, demonstrating the ability to tailor the methodology to meet the client’s needs while preserving a structured process
  • Demonstrated ability to tailor methodology to meet clients’ needs while preserving a structured process
  • Months Client Service experience required, preferably in the brokerage industry
  • Financial Services or client service experience required
  • Series 7 & 63 or 66 – Required within 6 months of hire
  • Discusses the Bank’s investment process, performance and market trends and develops appropriate investment objectives for assigned relationships based upon the clients’ needs, risk tolerance and document restrictions
  • Demonstrates knowledge and understanding of Vanguard’s business and the overall business environment. Models unquestionable ethics and integrity. Excels at communicating information in a clear, concise, compelling manner
  • Knowledge of Vanguard funds, the mutual fund business, financial markets, industry best practices, information resources, Vanguard departments, , etc.
Services Relationship Manager
08/2010 - 07/2015
San Francisco, CA
  • Owning the relationship with Country HR Leads
  • Owning and leading the HR Services Forums, championing the “Voice of the Customer” within their Delivery Centre and preparing appropriate packs and KPI reports
  • Ensuring the countries complete their Workday Services Programme deployment plan, monitor overall progress of the plan and track business readiness of the countries
  • Exhibits a deepening working knowledge of company products and services
  • Sells through a specific channel, having his/her own accounts, or works on a team and is responsible for small- to medium-sized accounts or have a small- or medium-sized quota/territory
  • LI-27612-US, LI-M4N 1K1
  • Act as the customer’s non-technical primary Point of Contact for Services and Support
  • Address any customer satisfaction issues across the customer’s organization and follow up
  • Manage all customer situations including high profile escalations


Argosy University - Denver Campus
2005 - 2010
Bachelor's Degree in Business Administration

Professional Skills

  • Excellent understanding of desktop and server operating systems software, including
  • Possess excellent planning, relationship building, problem solving, and communication
  • Demonstrated ability to tailor methodology to meet clients’ needs while preserving a
  • Experience and success in leadership roles at Citrix Consulting
  • Demonstrate high “Speed of Delivery” – being able to rapidly develop documentation,
  • Consult with Consulting Sales Director on key issues and ongoing communications
  • Escalation point of contact for issues impacting at a country level

How to write Services Relationship Manager Resume

Services Relationship Manager role is responsible for travel, design, reporting, telecommunications, training, finance, events, transportation, marketing, accounting.
To write great resume for services relationship manager job, your resume must include:

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

Contact Information For Services Relationship Manager Resume

The section contact information is important in your services relationship manager 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 Services Relationship Manager Resume

The section work experience is an essential part of your services relationship manager 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 services relationship manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular services relationship manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Services Relationship Manager resume experience can include:

  • Experience in Retirement Plan Services
  • Defining and measuring business goals, monitoring progress, taking action when necessary to rectify situations and meet deadlines
  • Owning and managing the governance forums; preparing appropriate governance packs and KPI reports
  • Championing the “Voice of the Customer” within the Delivery Centre
  • Attend regular meetings with assigned customers to assure their level of understanding of services purchased and being delivered
  • Be able to collaborating with and promoting collaboration

Education on a Services Relationship Manager Resume

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

When listing skills on your services relationship manager 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 services relationship manager skills:

  • Prior experience in/ or working with HR shared services/service centres in a multi- national organisation
  • Prior experience in/ working with HR shared services/service centres in a multi- national organisation
  • Prior experience in/ working with HR shared services/service centres in a multi-national organisation
  • Maintain performance under pressure to ensure effective decision making
  • Experience in Retirement Planning
  • Experience in Retirement Planning

List of Typical Skills For a Services Relationship Manager Resume


Skills For Institutional Services Relationship Manager Resume

  • Owning the relationship with Country HR Leads and engaging them in the Design/Architecture of the services. Working with the transition team to develop the appropriate plan for their respective Delivery Centre; overseeing that recruitment and delivery centre set up is on track
  • Engaging and communicating with Country HR Leads on any changes and improvements
  • Develop, plan and drive execution of relevant Services Offerings, including Managed Services and Services supporting Citrix’s Cloud strategy
  • Responsible for scoping Statements of work
  • Maintain opportunities and relevant documentation within Citrix’s CRM tool (Salesforce)
  • Extensive experience of several years within the Investment Management Industry and/or Client Management role; ideally experience with managing complex relationships
  • In-depth knowledge and understanding of Global Custody and in particular the German Special und Mutual Funds Market and related products

Skills For Services Relationship Manager, UK & Ireland Resume

  • Able to provide own transportation or to operate a vehicle with a valid driver’s license, and able to commute and arrive at intended destination as required
  • Focused on building understanding and knowledge of the country strategic and operational plans
  • Relationships building and sustaining
  • Up to date high level telecommunications and internetworking
  • Relevant technical and sales certifications such as MCSE, UNIX, CCEA, CCSP, CCIA, Cis

Skills For Merchant Services Relationship Manager Resume

  • Collaborative and supportive of both business and Client Solutions success
  • Operational excellence qualification (ITIL) welcome
  • Perform regular risk assessments

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