Job Summary:

• Manage the client process.
• Engage with client to determine business needs.
• Assess scope of project and related milestones.
• Collaborate with internal stakeholders to determine staffing needs.
• Act as bridge between Operations and Sales teams.
• Interface with internal and external stakeholders.
• Oversee broad group of clients.
• Manage varied project groups.
• Ensure contracts are finalized with timeliness and accuracy.
• Interface with new clients to successfully onboard.
• Maintain stability of all projects.
• Monitor project success and maintain continual client communications.
• Build client relationships to ensure repeat business.

Skills on Resume:

• Client Relationship Management (Soft Skills)
• Project Oversight (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Contract Finalization (Hard Skills)
• Operational Coordination (Soft Skills)
• Client Onboarding (Hard Skills)
• Project Monitoring (Hard Skills)
• Strategic Execution (Soft Skills)

Job Summary:

• Develop and maintain client-centric business plans
• Establish monthly management meetings
• Review development projects with the client
• Effectively maintain a high-level of client satisfaction and support
• Represent DST/SS&C Financial Services at various industry events and client meetings
• Develop and maintain relationships across various departments within the firm
• Maintain and coordinate Appointment of Agent matters 
• Assist TAG personnel and clients on special projects 
• Provide support to Operations and Consulting teams as needed throughout the practice including mail, scanning, printing, and organizing documents

Skills on Resume:

• Business Plan Development (Hard Skills)
• Meeting Management (Soft Skills)
• Project Review (Hard Skills)
• Client Satisfaction (Soft Skills)
• Industry Representation (Soft Skills)
• Relationship Building (Soft Skills)
• Document Coordination (Hard Skills)
• Operational Support (Hard Skills)

Job Summary:

• Representation of Appinio to marketing decision makers of multinational companies 
• Acquiring new customers and advising and coaching them regarding Appinio's agile Saas solutions
• Scoping and qualifying client requirements for new and existing projects
• Delivery of quality outputs against all client and client service requirements
• Acting as a liaison between the client and the internal departments
• Maximizing the revenue opportunities of existing and new client base in line with the client´s research roadmap
• Building a strong network 
• Public Speaker opportunities at events and trade fair appearances 
• Further development of business, including the development of the Spanish market

Skills on Resume:

• Strategic Representation (Soft Skills)
• Customer Acquisition (Hard Skills)
• Requirement Qualification (Hard Skills)
• Quality Delivery (Hard Skills)
• Client Liaison (Soft Skills)
• Revenue Maximization (Hard Skills)
• Network Building (Soft Skills)
• Market Development (Hard Skills)

Job Summary:

• Partner to design and implement workflows for Smart Pill Bottle programs with different partners
• Lead client trainings and create materials for client trainings
• Grow responsibilities to fully own several pharmacy and/or pharma partnerships
• Work to retain, improve, and expand partnerships over time
• Lead key data deliverables for pharmacy and pharma accounts including forecast the growth/budget of new and existing programs
• Create meaningful, actionable reports on patient insights for pharma partners and own recurring reports to monitor program health and identify opportunity for improvement
• Partner on implementing learnings to iterate data and product or process needs for customers and the business
• Assist marketing and sales teams with ad-hoc projects to gain cross-functional experience with these teams

Skills on Resume:

• Workflow Implementation (Hard Skills)
• Client Training (Soft Skills)
• Partnership Ownership (Soft Skills)
• Partnership Management (Soft Skills)
• Data Forecasting (Hard Skills)
• Insightful Reporting (Hard Skills)
• Process Improvement (Hard Skills)
• Cross-functional Support (Soft Skills)

Job Summary:

• Leading key client accounts to understand clients’ complex needs and how to apply research to answer their most pressing questions
• Delivering quantitative and qualitative research analysis and insights in an engaging manner
• Developing tailored, credible recommendations for clients to action within their organization
• Producing industry-leading reports and thought leadership content that engages clients and prospects to bring data into their organizations
• Managing custom research engagements as the primary point of contact for clients 
• Ensuring every stage of the project aligns with the client’s strategic priorities and research objectives
• Maintain positive relationships with existing clients, as well as external and internal stakeholders.
• Carry out customer analysis and deliver solutions that ultimately meet the objectives
• Promote and support the corporate visions, values, and brand identity of the company

Skills on Resume:

• Client Account Leadership (Soft Skills)
• Research Analysis Delivery (Hard Skills)
• Recommendation Development (Hard Skills)
• Thought Leadership (Soft Skills)
• Project Management (Hard Skills)
• Strategic Alignment (Soft Skills)
• Relationship Management (Soft Skills)
• Solution Delivery (Hard Skills)

Job Summary:

• First point of contact for clients, internal and external communication with clients
• Providing general consulting to clients
• Planning communication with SPS Sales and provide initiatives to ensure customers fully understand SPS VN's capabilities
• Understanding business model proposal deeply and presenting the proposal as representative of the team
• Ensuring high customer satisfaction and conducting an annual customer satisfaction survey
• Being the channel for client requests and providing request management
• Networking and establishing good relationships with Sales teams
• Managing the customer contact list.
• Coordinating, planning, and setting up client visits
• Delegating to relevant departments / responsible people

Skills on Resume:

• Client Communication (Soft Skills)
• Consulting Services (Hard Skills)
• Sales Support (Soft Skills)
• Proposal Presentation (Hard Skills)
• Customer Satisfaction (Soft Skills)
• Request Management (Soft Skills)
• Relationship Building (Soft Skills)
• Client Visit Coordination (Hard Skills)

Job Summary:

• Ensuring customer excellence and bridge-building between different cultures.
• Receiving, coordinating, and clarifying client project inquiries. First point of contact for customer questions.
• Compiling and synchronizing project specifications from clients, production, and IT
• Analyzing and proposing best solutions to meet customer requirements
• Cross-department coordination throughout the approval process.
• In charge of planning, organizing, and implementing new Sales material, promotion toolkits (Company videos, factsheets, webinars, etc.)
• Promoting company services and capabilities in SPS Sales teams from different countries
• Representing the company at events

Skills on Resume:

• Customer Excellence (Soft Skills)
• Inquiry Management (Soft Skills)
• Project Coordination (Hard Skills)
• Solution Analysis (Hard Skills)
• Cross-department Coordination (Soft Skills)
• Sales Material Planning (Hard Skills)
• Service Promotion (Soft Skills)
• Event Representation (Soft Skills)

Job Summary:

• Resonate, understand and empathize across different personalities and communication styles.
• Maintain consistency and the ability to manage priorities and mulitple relationships and revenue-generating jobs and projects, with varying requirements and level of support/attention, in a dynamic environment.
• Manage time and communication to be effective across different time zones and regional cultures.
• Work consistently across multiple teams with at-times, conflicting priorities.
• Manage expectations across all stakeholders in a multi-layered, multi-dimensional industry.
• Remain calm, focused and solutions-oriented in responding to routine and escalated project inquiries and issues.
• Be the primary customer point of contact and project manager for order-related activities and project-related market needs.
• Create, build and maintain close business relationships with Regional Sales Managers and market partners.
• Ensure all orders are processed accurately, in that a received quote has and reconciles with all required submittals, to include purchase orders and drawings.
• Ensure all customer requests and job needs are processed accurately and promptly.

Skills on Resume:

• Interpersonal Agility (Soft Skills)
• Priority Management (Soft Skills)
• Global Coordination (Soft Skills)
• Team Collaboration (Soft Skills)
• Stakeholder Engagement (Soft Skills)
• Problem-solving (Soft Skills)
• Customer Management (Soft Skills)
• Order Fulfillment (Hard Skills)

Job Summary:

• Oversee and grow existing and potential client accounts with full ownership of account growth and management by meeting users, analyzing usage trends, and understanding work products
• Collaborate with internal teams on client engagement, usage, and overall account strategies
• Design and deploy effective strategies and solutions aligned to client needs and statements of work
• Collaborate with GSS team on all client related items including outreach trackers, engagement dashboards, and management presentations
• Work with business development and technology teams to ensure proper allocation of resources and efficient and effective onboarding
• Ensure effective delivery of solutions to client and advise on areas for growth and improvement
• Collaborate with senior sales team on new client targeting, outreach, and strategies
• Liaise between external customers and interoffice departments to anticipate and exceed customer expectations.
• Follow-up on open action items to include quotes, hold-for-release orders, information inquiries and etc.
• Report daily, weekly and/or monthly quotes and/or orders by region and/or agency.
• Initiate meetings as needed to discuss project details and timelines to ensure organizational preparedness and alignment to deliver to customer satisfaction.

Skills on Resume:

• Account Management (Soft Skills)
• Client Engagement (Soft Skills)
• Strategic Solutions (Hard Skills)
• Team Collaboration (Soft Skills)
• Resource Allocation (Hard Skills)
• Solution Delivery (Hard Skills)
• Sales Strategy (Soft Skills)
• Customer Liaison (Soft Skills)

Job Summary:

• Manage incoming inquiries and sales meetings, introducing August Media to new and potential clients and helping them identify the services that would best complement their businesses.
• Create custom proposals for new clients and manage minor accounting and invoicing details for recurring clients.
• Manage the onboarding process of new clients, creating initial project timelines and introducing and assigning key team members through the process.
• Identify optimization opportunities for improving performance
• Manage client retention and monitor referral rate.
• Attend networking events, representing the company, developing external industry relationships and speaking to service offerings.
• Touch base regularly with the executive team to update on sales
• Bringing feedback and ideas on current and future service offerings, as well as general business development initiatives.

Skills on Resume:

• Client Management (Soft Skills)
• Proposal Creation (Hard Skills)
• Onboarding Coordination (Soft Skills)
• Performance Improvement (Hard Skills)
• Client Retention (Soft Skills)
• Networking Events (Soft Skills)
• Sales Updates (Soft Skills)
• Business Development (Soft Skills)

Job Summary:

• Maintain and optimize existing customer relationships to ensure Ganong is a preferred supplier and partner
• Work with Senior Manager to generate new business leads, establish and foster new customer relationships with a high level of customer service
• Initiate and lead New Product Development projects aligned with the needs of customers and strategic priorities and capabilities
• Develop critical path for creating cost estimates, samples, and quotes to be presented to customers
• Champion new product initiatives to meet objectives by working with business analyst and internal team
• Manage all aspects of customer liaising with Ganong including recommendations and monitoring pricing, inventory, trials, quotes, demand forecasts, etc.
• Research customer brands and proactively propose new product ideas in line with Ganong core competencies
• Working with Account Support, maintain and ensure valid demand forecasts to provide visibility to manufacturing and to meet high customer service expectations
• Development of budget assumptions for sales and margin and provide visibility to Sr. Manager and Executive Team
• Attend regular customer meetings with clients with some travel required
• Provide ongoing communication to customers on status of projects, customer requests and supply chain

Skills on Resume:

• Customer Relationship Management (Soft Skills)
• Business Development (Soft Skills)
• New Product Development (Hard Skills)
• Cost Estimation (Hard Skills)
• Project Leadership (Soft Skills)
• Customer Liaison (Soft Skills)
• Product Innovation (Soft Skills)
• Demand Forecasting (Hard Skills)

Job Summary:

• Provide NHCO clients with an outstanding experience through the provision of a full range of family office, wealth management and investment services.
• Provide outstanding client service to a defined segment of the overall client base, including supporting all aspects of the client relationship.
• Support the NHCO team as needed to ensure smooth running of the office, and that all NHCO clients are delighted with the service they receive from firm.
• Complete specific projects relating to the wider operation of the firm’s business.
• Supporting NHCO relationship managers for a defined list of clients.
• Client communications, development of client meeting agendas, and preparation of documentation needed to support client meetings, and assisting in the development of new client relationships.
• Development of strong relationships with clients through communication on a variety of issues in person, by phone, by email and by letter. 
• Operation and management of client accounts from new account set up through the full range of account operations such as completion of account transfers, monitoring of transactions, and identification of actions needed to ensure smooth operation of accounts to meet client needs.
• Provide support to NHCO relationship managers in the use of the firm’s financial planning software. 
• Obtaining and uploading data needed to complete assignments for clients, confirming accuracy of the outputs

Skills on Resume:

• Client Experience Management (Soft Skills)
• Client Relationship Support (Soft Skills)
• Office Operations Support (Soft Skills)
• Project Management (Soft Skills)
• Client Account Management (Hard Skills)
• Client Communication (Soft Skills)
• Account Operations (Hard Skills)
• Financial Planning Support (Hard Skills)

Job Summary:

• Act as a liaison between the clients and the internal team of brand strategy and design specialists, to deliver strategy, design, and implementation in line with the project objectives
• Manage projects from start to finish, planning and supervising engagements, timelines, and deliverables
• Follow up on goals and tasks, and hold contributors (internal and external) accountable
• Push forward complex projects and mitigate various issues on the way
• Represent and maintain the integrity of Brandient’s standards and core values.
• Liaising with NHCO financial planning specialist to provide initial evaluation of the results.
• Oversight of the efficient operation of the office to include office equipment, the provision of a welcoming environment for clients, and the management of office supplies.
• Assist in the completion of ad hoc projects for example:
• Enhancement of use of technology.
• Support to the development of private investment platform.

Skills on Resume:

• Client Relationship Liaison (Soft Skills)
• Project Management (Soft Skills)
• Task Accountability (Soft Skills)
• Project Leadership (Soft Skills)
• Brand Integrity (Soft Skills)
• Financial Evaluation Support (Hard Skills)
• Office Operations Oversight (Soft Skills)
• Technology Enhancement (Hard Skills)

Job Summary:

• Handle day-to-day client communications and coordinate questions and/or requests between Consultants and Clients via phone and email
• Maintain client service team calendar and client appointments daily
• Organize setup of new clients and lead new client integration calls and associated documentation
• Collect and organize new client data to provide to assigned consultant(s)
• Coordinate and manage annual data collection/requests for rendition filing season
• Manage tax accrual process including review and distribution to clients
• Track and organize client data and documents required for administrative hearings
• Oversee, review, and track tax savings reports for each assigned client
• Quickly communicate client needs and/or expectations to Client Service Manager and other Executive team members 
• Track client tax bills and communicate urgent matters or special needs to Client Service Manager, consultants, clients, or other TAG personnel 

Skills on Resume:

• Client Communications (Soft Skills)
• Appointment Scheduling (Soft Skills)
• New Client Onboarding (Soft Skills)
• Data Management (Hard Skills)
• Tax Accrual Oversight (Hard Skills)
• Hearing Preparation (Soft Skills)
• Tax Savings Tracking (Hard Skills)
• Client Needs Coordination (Soft Skills)

Job Summary:

• Adjusts customer expectations regarding project timelines and milestone completions.
• Balance client and Company business needs to ensure customer satisfaction and business profitability.
• Ensure agreement terms meet client and Company standards and guidelines.
• Track appropriate KPI’s with a focus on customer satisfaction.
• Handles all aspects of the client experience with a focus on customer satisfaction, project management, and client retention. 
• Acts as a liaison between internal and external stakeholders, building relationships with clients and managing customer communications. 
• Works with new and existing clients to assess their business needs and plan the scope of each project and related milestones. 
• Collaborates with internal parties to determine staffing needs and monitors projects for success and/or delays. 
• Maintains continual communication with clients apprising them of project-related updates. 
• Maintains existing client relationships in order ensure repeat business and interfaces with new clients to successfully onboard them into Company platforms.

Skills on Resume:

• Timeline Management (Soft Skills)
• Client-Business Balancing (Soft Skills)
• Contract Compliance (Soft Skills)
• KPI Tracking (Hard Skills)
• Client Experience Management (Soft Skills)
• Stakeholder Liaison (Soft Skills)
• Needs Assessment (Soft Skills)
• Project Collaboration (Soft Skills)

Job Summary:

• Develop and maintain client-centric business plans
• Establish monthly management meetings
• Review development projects with the client
• Deliver monthly executive client summary, preparing budget for expected client expenditures, as well as P&L analysis
• Effectively maintain a high-level of client satisfaction and support
• Organize quarterly due diligence calls between home office analysts and Portfolio Managers/Specialists
• Represent DST/SS&C Financial Services at various industry events and client meetings
• Develop and maintain relationships across various departments within the firm
• Coordinate all client site inspections related to Appraisal District tours, Fee appraisals, and any other site inspections 
• Provide Operations support for clients utilizing the external client portal site managed by TAG
• Maintain and update all client contact information in TAG software systems for each assigned client

Skills on Resume:

• Business Planning (Hard Skills)
• Meeting Facilitation (Soft Skills)
• Project Review (Soft Skills)
• Financial Reporting (Hard Skills)
• Client Satisfaction (Soft Skills)
• Due Diligence Coordination (Soft Skills)
• Industry Representation (Soft Skills)
• Relationship Management (Soft Skills)

Job Summary:

• Oversee activities related to public relations, direct mail, tradeshows, publishing and special events and develop a qualified and applicable approach for proposal and presentation functions
• Evaluate campaigns for effectiveness and implement changes and improvements to broaden penetration of the applicable market sectors
• Observe impacting trends and make recommendations to enhance the firm’s image on the basis of those trends
• Understand and implement corporate standards in regards to marketing and proposals
• Establish, implement and maintain the business development budget and business development plan
• Manage internal and external communication in relation to branding, public relations and advertising
• Initiate customer feedback on proposals and presentations
• Analyze statistics to determine service potential and monitor clientele preferences

Skills on Resume:

• PR and Event Management (Soft Skills)
• Campaign Assessment (Hard Skills)
• Trend Observation (Hard Skills)
• Corporate Standards (Soft Skills)
• Budget Oversight (Hard Skills)
• Effective Communication (Soft Skills)
• Feedback Collection (Soft Skills)
• Statistical Analysis (Hard Skills)

Job Summary:

• Answering the phone, and directing calls for sophisticated clients ranging in age from 40's to 70's.
• Greet clients in person as they arrive and help to create a warm and welcoming experience
• Preparing client files for attorney meetings according to a checklist – accuracy is really important
• Responding to requests for information from clients and prospects
• Processing documents and materials for clients
• Updating client information in online database, on files and on CRM software
• Assisting lawyers and/or paralegals with deliveries/copying and related matters
• Giving training on the technological tools and services that we offer to members, and making sure that doctors use them, and that they are using them in the correct way.
• Keeping doctors informed about their results and helping them to improve them by using the tools and services available, including collaborating on content with the Content Team.
• Managing complaints and general queries from doctors.

Skills on Resume:

• Communication Skills (Soft Skills)
• Client Service Orientation (Soft Skills)
• Attention to Detail (Hard Skills)
• Information Management (Hard Skills)
• Administrative Support (Hard Skills)
• Technology Proficiency (Hard Skills)
• Problem-Solving Skills (Soft Skills)
• Team Collaboration (Soft Skills)

Job Summary:

• Managing client accounts from initial meeting through to ongoing portfolio reviews in conjunction with the Portfolio Managers and/ or Head of Client Relationships
• Provision of client servicing and administrative support, including preparation of portfolio reviews and SOA’s 
• Full responsibility for the implementation and service of the Clients Services program for the clients to which they are assigned
• Attending and presenting in client and prospect meetings
• Engaging with clients and prospects
• Building relationships with clients
• Proactively responding to any client queries, payment and other portfolio related requests
• Assisting in the maintenance and expanded implementation of Salesforce
• Coordination of Client onboarding activities, including organising rollovers from other funds 
• Assisting in the production of Client reporting – quarterly and annually, ad hoc reporting and any follow up activities

Skills on Resume:

• Client Account Management (Hard Skills)
• Client Servicing Proficiency (Hard Skills)
• Presentation Skills (Soft Skills)
• Client Engagement (Soft Skills)
• Relationship Building (Soft Skills)
• Proactive Communication (Soft Skills)
• Salesforce Proficiency (Hard Skills)
• Client Onboarding Coordination (Hard Skills)