Job Summary:

• Lead nurturing including inbound/outbound calls and written communications
• Establishing and preserving long-term relationships with attorneys and law firms
• Identifying opportunities and assisting the Relationship Manager with the progression of those opportunities
• Identifying key staff at law firms to cultivate profitable relationships
• Facilitate the accumulation and prompt return of requisite documents
• Assist with the needed tasks to move deals through the pipeline
• Work quickly to address and resolve issues 
• Consistently perform the required daily activities to conserve a robust pipeline of qualified opportunities
• Maintain engagement with prospects and accounts in pipeline to grow sales volume 
• Promote high quality service and the Company's positive image
• Organizing regular meetings and handle client communications

Skills on Resume:

• Lead Nurturing (Hard Skills)
• Relationship Building (Soft Skills)
• Opportunity Development (Hard Skills)
• Strategic Networking (Soft Skills)
• Document Coordination (Hard Skills)
• Pipeline Management (Hard Skills)
• Client Engagement (Soft Skills)
• Meeting Coordination (Soft Skills)

Job Summary:

• Assist with addressing and fulfilling client requests and questions.
• Manage schedule and prepare for client meetings as directed by Portfolio Managers.
• Coordinate the on-boarding process for new clients.
• Collect financial data from clients and build preliminary plans using financial planning software.
• Oversee client engagement to ensure timely, consistent contact with clients and prospective clients.
• Maintain and update data in client relationship management (CRM) tools.
• Assist with firm marketing by preparing and delivering marketing materials.
• Support and participate in Project on-boarding meeting workshops. 
• Assist Project Manager and Client Relationships manage meeting outputs and outcomes.
• Own the update, with the support of the business, of the SLA on behalf of the Relationship Management team for all clients - with version control and dates duly annotated.

Skills on Resume:

• Client Relationship (Soft Skills)
• Organizational Skills (Soft Skills)
• Client Onboarding (Hard Skills)
• Data Management (Hard Skills)
• Effective Communication (Soft Skills)
• Project Coordination (Hard Skills)
• SLA Management (Hard Skills)
• Marketing Support (Hard Skills)

Job Summary:

• Answering queries, offering advice and introducing services. 
• Meeting with clients virtually or during sales visits
• Support the servicing of FNZ TA Services Limited clients including the managing of their audit and due diligence requirements which are undertaken by them and their auditors
• Ensure that the clients understand all operation requirements in relation to Transfer Agency administration and in line with Regulatory requirements and their contractual obligations to FNZ TA Services Limited.
• Partake in client service review meetings and ensure all actions and minutes are documented and shared in a timely manner including the tracking of all times
• Develop long term relationships within TA FNZ and TA clients based upon knowledge, trust and added value
• Ensuring that FNZ TA Services Limited deepens it’s engagement to drive stability of the relationship and where possible incremental income with compromising TCF objectives and Investor outcomes.
• Effectively manage all escalated issues and queries against agreed service levels in conjunction with the Operation’s team.
• Provide quality assurance of all written communications.
• Take responsibility for Fund Changes items (launches & closures), including appropriate changes for ongoing commercial arrangements and updating of the appropriate documentation to its conclusion. 

Skills on Resume:

• Client Interaction (Soft Skills)
• Virtual Sales (Soft Skills)
• Audit Management (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Meeting Coordination (Soft Skills)
• Relationship Building (Soft Skills)
• Issue Resolution (Hard Skills)
• Quality Assurance (Hard Skills)

Job Summary:

• Represent the client in Change Committee meetings in line with issued Terms of Reference (ToR).
• Ensure clients comply with contractual terms of business.
• Ensure that the services FNZ TA Services Limited provide for the clients is under appropriate commercial terms which reflect the risks and costs of supporting the client(s).
• Maintain client’s data and ongoing issues through the appropriate CRM system
• Identify and demonstrate when necessary, the principles of TCF and Investor outcomes.
• Commercial ownership of relationship – generation/negotiation and delivery of contracts and re-contracting with clients entering into new contractual terms with improved commercial outcomes where possible.
• Supporting the delivery of KPI’s to clients with the Operational teams being able to converse with the client appropriately.
• Quality assure monthly KPI packs before sending/presentation to clients.
• Review breaches/near misses weekly, generating analysis for both closed and open items, to identify trends (who made the error) and possible automated solutions, in conjunction with operational activity.
• Track regulatory change development as and when it comes into the TA business.

Skills on Resume:

• Change Committee Representation (Soft Skills)
• Contract Compliance (Hard Skills)
• Commercial Negotiation (Hard Skills)
• Data Management (Hard Skills)
• TCF Principles (Hard Skills)
• KPI Delivery Support (Hard Skills)
• Quality Assurance (Hard Skills)
• Regulatory Tracking (Hard Skills)

Job Summary:

• Review action logs to determine any delays or identify any risks associated to TA BAU.
• Generate minutes from service meetings held – (accompanying the generation of client action logs
• Ensure change process is followed in line with procedures and client’s expectations. 
• Provide analysis demonstrating where in the cycle the change is and whether the deadline will be achieved.
• Participate in the generation of materials for service meetings, providing quality assurance and where appropriate attending service meetings.
• Assist in the completion of RFP/RFI documentation – where appropriate perform analysis to ensure consistency with commentary.
• Investigate and provide analysis across the industry TA customer base (ACD and Hosted ACD) – identifying targets for BD purposes.
• Provide analysis for client Road Maps ensuring the journeys are on schedule – demonstrating tacit agreement with client expectations within the journey, or whereby the journey is behind suitably outcomes to manage expectations.
• Create required databases for Relationship Management team to monitor the TA business – Centralised information for interrogation.
• Support in SLA analysis ensuring frequent reviews are conducted and outputs provided, with version control and dates duly annotated.

Skills on Resume:

• Risk Assessment (Hard Skills)
• Meeting Documentation (Soft Skills)
• Change Management (Hard Skills)
• Process Analysis (Hard Skills)
• Material Generation (Hard Skills)
• RFP/RFI Assistance (Hard Skills)
• Industry Analysis (Hard Skills)
• SLA Management (Hard Skills)

Job Summary:

• Providing high quality and efficient customer service and support by assisting with overall account processes & providing routine client support for various fund based programs, operations, and initiatives on behalf of brand clients
• Auditing and processing claims, assisting with access and use of various information portals and technology tools and answering questions or clarifying program guidelines, operations, and rules.
• Utilizing proprietary fund management programs for transaction processing, claims auditing, and responding to customer information requests.
• Providing high touch phone, email and chat support to program participants, customer sales teams and customer partners. 
• Establishing strong client relationships as an associate while accurately and consistently keeping records of customer interactions, questions, concerns and suggestions.
• Ensuring client satisfaction, enhance value to clients and achieve operating targets.
• Being part of a culture of performance and continuous improvement and collaborating with a team of specialists and associates to optimize delivery of support and service.
• Co-own Printer/Communication Companies relationship(s) from a Business Development perspective – build strong relationships with stakeholders from these organisations.

Skills on Resume:

• Customer Service (Soft Skills)
• Claims Processing (Hard Skills)
• Fund Management (Hard Skills)
• Multichannel Support (Soft Skills)
• Client Relationship (Soft Skills)
• Performance Optimization (Hard Skills)
• Continuous Improvement (Soft Skills)
• Stakeholder Engagement (Soft Skills)

Job Summary:

• Interact with clients via telephone and email to research and resolve account inquiries and provide appropriate follow through. 
• Required to be flexible and have good organizational and planning skills
• Interact with internal departments and areas, build support and resolve complex issues and problems
• Prepare account documentation for accuracy and completeness.
• Prepare and edit sales proposals and client letters.
• Position includes managing calendar updates, scheduling and confirming meetings and maintaining client and general files.
• Provide support via Microsoft office including word, excel, access database, mass mailings.
• Assisting with sales and lead generation activities (no cold calling required)
• Prepare sales presentations
• Appointment setting and managing inbound inquiries

Skills on Resume:

• Client Interaction (Soft Skills)
• Organizational Skills (Soft Skills)
• Issue Resolution (Soft Skills)
• Documentation Accuracy (Hard Skills)
• Proposal Preparation (Hard Skills)
• Calendar Management (Soft Skills)
• Microsoft Office Proficiency (Hard Skills)
• Sales Support (Soft Skills)

Job Summary:

• Take full responsibility for consulting revenue growth in defined clients
• Work with 2 to 3 Strategic Clients that have a Master Service Agreement to supply consulting services already in place
• Deeply understands the clients and holds relationships from CDO to Data Managers and senior business stakeholders in every commercial department
• Prepares a client development plan in partnership with the client and gains buy in
• Accurately forecast demand and ensure Kubrick is prepared to supply the required services
• Organise data strategy days and forums and co-chair (with the Head of Strategic Accounts)
• Ensure that services to the clients are deployed through working with Kubrick people team to deploy the right consultants and onboard them to client projects appropriately
• Ensure all proposals, agreements, SOW’s and PO’s are in place for seamless client operations
• Responsible for coordinating proposals and preparing engagement documents for clients
• Managing the sales pipeline and sales reporting through Salesforce
• Communicating with clients and project support

Skills on Resume:

• Revenue Growth Management (Hard Skills)
• Client Relationship Management (Soft Skills)
• Strategic Planning (Soft Skills)
• Demand Forecasting (Hard Skills)
• Event Coordination (Soft Skills)
• Project Deployment (Hard Skills)
• Document Coordination (Hard Skills)
• Sales Pipeline Management (Hard Skills)

Job Summary:

• Assist in bringing in new donor funds through inbound inquiries and direct outreach
• Onboard financial advisors and provide ongoing support to financial professionals in the use and administration of donor advised funds (DAF)
• Assist Development Manager with the closing of new donor advised funds by following AEF's established procedures
• Follow up with advisors, their associates and AEF staff on issues relating to new DAF applications, account transfers or booking gifts
• Assist Development Manager in preparing presentation materials and event planning
• Provide service to financial professionals regarding their existing donor advised fund
• Act as the point of contact between Development Managers and AEF Departments
• Manage contacts and opportunities in Salesforce

Skills on Resume:

• Donor Acquisition (Soft Skills)
• Financial Advisor Onboarding (Hard Skills)
• Fundraising Support (Soft Skills)
• Application Follow-up (Soft Skills)
• Material Preparation (Hard Skills)
• Customer Service (Soft Skills)
• Interdepartmental Coordination (Soft Skills)
• Salesforce Management (Hard Skills)

Job Summary:

• Assist in bringing in new donor funds through inbound inquiries and direct outreach 
• Onboard financial advisors and provide ongoing support to financial professionals in the use and administration of donor-advised funds (DAF) 
• Assist the Development Manager with the closing of new donor-advised funds by following AEF's established procedures 
• Follow up with advisors, their associates, and AEF staff on issues relating to new DAF applications, account transfers, or booking gifts 
• Assist the Development Manager in preparing presentation materials and event planning 
• Provide service to financial professionals regarding their existing donor-advised fund 
• Act as the point of contact between Development Managers and AEF Departments 
• Manage contacts and opportunities in Salesforce 

Skills on Resume:

• Donor Engagement (Soft Skills)
• Advisor Onboarding (Hard Skills)
• Fund Closure (Hard Skills)
• Stakeholder Follow-up (Soft Skills)
• Event Preparation (Hard Skills)
• Client Service (Soft Skills)
• Departmental Liaison (Soft Skills)
• CRM Management (Hard Skills)

Job Summary:

• Build strong relationships to improve results and add value by providing quality service 
• Understanding the client’s needs, ensuring delivery and growth of the account
• Provide insights and feedback to the recruiting team to ensure quality delivery and meet account objectives
• Maintain relationships with existing consultants to gain awareness of client projects
• Maximize opportunities and ensure renewals and remarketing of talent
• Act as the main point of contact for Managed Service Providers
• Utilize Vendor Management Software to deliver talent to customers
• Engage in existing client development activities
• Promote the services through client interaction and networking

Skills on Resume:

• Relationship Building (Soft Skills)
• Client Understanding (Soft Skills)
• Feedback Provision (Soft Skills)
• Consultant Liaison (Soft Skills)
• Opportunity Maximization (Soft Skills)
• Service Provider Contact (Soft Skills)
• Software Utilization (Hard Skills)
• Client Development (Soft Skills)

Job Summary:

• Manage all aspects of operations concerning client management including processing paperwork and executing client instructions
• Provide a high level of quality service to clients by promptly responding to their needs
• Serve as backup to other support staff members by volume or absence
• Utilize the firm’s computer systems and corresponding functionality as they relate to client service and the advisor’s practice
• Compose letters and/or memos following established policies and procedures
• Adhere to all compliance policies and procedures
• Meeting, communicating and liaising with clients on their business and projects
• Gathering requirements from clients on R&D finance
• Detailing clients’ requirements and finances to other departments
• Completing bespoke training scheme
• Keeping up to date with R&D finance/tax

Skills on Resume:

• Client Management (Soft Skills)
• Quality Service (Soft Skills)
• Staff Backup (Soft Skills)
• System Utilization (Hard Skills)
• Document Composition (Hard Skills)
• Compliance Adherence (Hard Skills)
• Client Liaison (Soft Skills)
• Finance Detailing (Hard Skills)

Job Summary:

• Proactively resolving clients’ issues and concerns professionally and pleasantly to enhance the client experience
• Supporting clients and advisors in providing account information, processing forms, and maintaining records promptly
• Maintain a professional rapport with clients and the 6 Meridian team via telephone support and correspondence
• Demonstrate competency and full understanding of using the firm’s software systems
• Taking and placing client orders in brokerage and advisory accounts
• Comply with all industry rules and regulations and firm policies
• Assists with the maintenance of client files and records related to all client relation activities.
• Assists with claims queries, loss ratio reports, census reports and any other report as requested by clients, brokers, and other sales channels.
• Review enrolment data to ensure consistency with the proposal.
• Performs any other related duties and handles special projects as may be requested by management.

Skills on Resume:

• Issue Resolution (Soft Skills)
• Client Support (Soft Skills)
• Professional Rapport (Soft Skills)
• Software Proficiency (Hard Skills)
• Order Management (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Record Maintenance (Hard Skills)
• Reporting Assistance (Hard Skills)