CLIENT MANAGEMENT SPECIALIST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Nov 20, 2024 - The Client Management Specialist role demands a robust understanding of corporate card operations and excellent multi-tasking capabilities across diverse, cross-functional teams. This position requires leading project initiatives to successful outcomes, leveraging outstanding communication and organizational skills. The candidate must possess strong analytical abilities, a high degree of adaptability, self-motivation, and proficiency in Excel and PC applications.

Essential Hard and Soft Skills for a Standout Client Management Specialist Resume
  • Corporate Card Operations
  • Project Management
  • Data Analysis
  • Excel Proficiency
  • PC Literacy
  • Financial Reporting
  • CRM Software Expertise
  • Risk Management
  • Business Intelligence Tools
  • Process Optimization.
  • Effective Communication
  • Leadership
  • Time Management
  • Adaptability
  • Team Collaboration
  • Problem-solving
  • Decision-making
  • Client Relationship Management
  • Attention to Detail
  • Self-motivation.

Summary of Client Management Specialist Knowledge and Qualifications on Resume

1. BA in Business Administration with 3 years of Experience

  • Strong knowledge of corporate card operations.
  • Ability to work effectively on cross-functional, cross-geographic teams – ability to multi-task
  • Demonstrated ability to lead projects and achieve results in a team environment.
  • Excellent communication skills
  • Ability to analyze, synthesize and evaluate complex issues of diverse scope
  • Ability to drive results, provide resolution within timeframes.
  • High level of adaptability and self motivation.
  • Very good administrative, organizational and time management skills.
  • Good oral and written business communication skills in English.
  • Strong Excel and PC skills.

2. BA in Marketing with 4 years of Experience

  • Ability to develop and manage work back, and project schedules
  • Capable of managing multiple clients with different needs
  • Ability to manage tight timelines
  • Ability to work in a fast-pace, dynamic industry
  • Proficiency in problem solving, resolving issues and developing solutions based on client requests
  • General knowledge of the products and services provided by DCM and partnering with operational peers as required to obtain subject matter expertise to meet Client needs
  • Full understanding of Client contract terms and conditions, SOW’s and SLA’s 
  • Comfortable communicating with and leading meetings with small groups of people
  • Ability to multi-task and meet deadlines without reminders
  • Enjoy working in a small, entrepreneurial environment that is both mission and results driven

3. BA in Finance with 2 years of Experience

  • Must have strong interpersonal and written communication skills
  • Very strong work ethic, attention to detail
  • High comfort level with technology, PC and internet software solutions
  • Working knowledge of Microsoft Office and customer service experience
  • Ability to collaborate and influence internally and externally
  • Ability to tailor solutions to clients need and self-motivated with strong time management skills
  • Experience interacting with customers in a B2B environment is essential
  • Fluency in English and Cantonese
  • Team player and able to work/collaborate with cross-functional / market
  • Knowledge of Salesforce.com and Abacus would be advantageous

4. BA in Communication with 5 years of Experience

  • Experience within a Customer Service department along with Client facing project implementation 
  • Have very organized and hard-working with the ability to multi-task and prioritize
  • Have team orientated with a successful track record based on executing cross-functional projects
  • Have excellent communication skills (written & verbal) and the ability to manage multiple Clients effectively while working with little supervision
  • Have the ability to think out-of-the-box and drive creative solutions
  • Have excellent Microsoft Office skills (Excel, Word)
  • Have D365 ERP Experience 
  • Have the ability to interact professionally and effectively at all organizational levels including senior leadership and direction with Customers
  • Have working knowledge of ERISA guidelines and regulations.
  • Have an understanding of the various levels of investments including the fund managers and associated expenses, furthermore, how fit into a plan’s fund lineup and impact the plan participants.

5. BA in Public Relations with 3 years of Experience

  • Strong customer service, analytical and managerial organizational skills
  • Proficiency in Outlook, Word, Excel, Power Point, and Resource Advisor
  • Understanding of processes and inventive ways of thinking about and interacting with others
  • Strong initiative and ability to work both independently and with teams in a fast paced, changing environment
  • Strong communication, composition, coordination, and training skills
  • Ability to work on client premises if required and be remotely managed.
  • Ability to strategic and analytical focused
  • Have experience working with financial advisors.
  • Self-motivated, proactive and takes ownership
  • Senior level proficiency in Client Management System (both on premise and Cloud based), especially for Configuration Manager

6. BA in Economics with 2 years of Experience

  • Ability to manage and participate in multiple projects, manage priorities, manage timelines and escalate issues 
  • Ability to work within tight deadlines
  • Promotes service delivery and customer-centric mindset and culture
  • Excellent communication skills in English, verbal and written
  • Experience in consulting and/or HR
  • Strong project management skills
  • Self starter and ability to work independently
  • Previous external client facing experience
  • Prior experience in a client management function and implementing an account management methodology
  • Strategic mindset, ability to manage change and drive continuous improvement.

7. BA in Advertising with 4 years of Experience

  • Fluency in English mandatory / fluency in any European languages would also be a strong advantage.
  • Experience working on projects and SQL/Alteryx experience 
  • Data management experience 
  • Ability to effectively prioritize and multi-task in fast paced, team-based environment.
  • Strong analytical and problem solving skills.
  • Ability to be detail and control-oriented.
  • Excellent time management and organizational skills.
  • Ability to build strong partnerships with key stakeholders, management and colleagues.
  • Enthusiastic, self-motivated, effective under pressure, and willing to take personal accountability.
  • Strong communication skills with the ability to present complex issues to key stakeholders.
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