Job Summary: 

• Pay particular attention and focus on the membership system, ensuring that all membership enquiries are processed and dealt with effectively.
• Work as part of a team to ensure customer service levels exceed expectations.
• Form an integral part of the ‘Customer Journey’ and strive to continually review and improve where possible.
• Manage diaries and client appointments for all departments in the health club.
• Communicate with clients and employees both face-to-face, by telephone, and through written correspondence.
• Ensure the daily cashing up and balancing of tills is completed correctly.
• Ensure the reception area is neat at all times.
• Work closely with all departments and team members 
• Ensure consistency and professional delivery of services as a team.
• Complete monthly KPIs.

Skills on Resume: 

• Membership Management (Hard Skills)
• Customer Service (Soft Skills)
• Appointment Scheduling (Hard Skills)
• Communication Skills (Soft Skills)
• Cash Handling (Hard Skills)
• Reception Maintenance (Hard Skills)
• Teamwork Skills (Soft Skills)
• KPI Tracking (Hard Skills)

Job Summary: 

• Stamp the mail room register to confirm receipt of the various envelopes.
• Verify information on checks and corresponding deposit tickets to ensure all information is accurate.
• Record checks in the Check Deposit Control Log by date received.
• Input the teller accounting entries to the Profile Demand Deposit Account system.
• Scan checks into Fiserv SVO WebCapture and repair MICR line exceptions.
• Run appropriate reports for final proof.
• Participate in ad-hoc assignments.

Skills on Resume: 

• Mail Register Stamping (Hard Skills)
• Check Verification (Hard Skills)
• Record Keeping (Hard Skills)
• Data Entry (Hard Skills)
• Check Scanning (Hard Skills)
• Report Generation (Hard Skills)
• MICR Repair (Hard Skills)
• Ad-Hoc Participation (Soft Skills)

Job Summary: 

• Learn how a range of different asset classes (e.g., equities, bonds, derivatives, etc) operate within an investment environment
• Learn how to calculate and measure the success of a fund
• Understand the investment objectives and strategies of Asset Managers and Asset Owners
• Communicate with clients regularly, responding to issues, researching analytical problems, and discussing performance and risk analysis reporting capabilities.
• Produce accurate performance reports for clients and tailor the reporting based on client requirements
• Sustain a high level of knowledge in Northern Trust systems by taking part in product development working groups
• Monitor risk sensitivities across individual managers and portfolios
• Build financial models, contribute to analytical exercises in response to global events, prepare reports for clients, and assist in evaluating market moves that could cause losses to them
• Ensure the completeness and accuracy of risk data, investigating issues or incidents.

Skills on Resume: 

• Asset Knowledge (Hard Skills)
• Performance Measurement (Hard Skills)
• Strategy Understanding (Hard Skills)
• Client Communication (Soft Skills)
• Report Production (Hard Skills)
• System Maintenance (Hard Skills)
• Risk Monitoring (Hard Skills)
• Financial Modeling (Hard Skills)

Job Summary: 

• Building relationships with the day-to-day clients.
• Understanding the product and procedures to ensure a best-in-class service is delivered.
• Providing exemplary Client Service to a portfolio of clients, keeping to established Service Level Agreements.
• Monitoring calls and ticket requests to efficiently deal with client queries.
• Dealing with 'first line' requests and escalating issues that can't be resolved.
• Monitoring internal systems and reporting on areas of improvement.

Skills on Resume: 

• Relationship Building (Soft Skills)
• Product Knowledge (Hard Skills)
• Client Service (Soft Skills)
• Call Monitoring (Hard Skills)
• Ticket Management (Hard Skills)
• Issue Escalation (Soft Skills)
• System Monitoring (Hard Skills)
• Improvement Reporting (Hard Skills)

Job Summary: 

• Merchant pay-outs to bank reconciliation
• Process Merchant Payments on various regional banking platforms
• Merchant statement creation, review, and distribution
• Monitor and reconcile transactions and payment volumes across all systems daily
• Input and review outgoing Merchant payments
• Assist with daily treasury management
• Deal with merchant payment queries and investigations
• Review processing data and analysis
• Weekly and monthly reporting
• Participate in ongoing projects around the development of back office systems
• Review the processes and procedures
• Liaise with 3rd party providers (e.g., Banks)

Skills on Resume: 

• Bank Reconciliation (Hard Skills)
• Payment Processing (Hard Skills)
• Statement Management (Hard Skills)
• Transaction Monitoring (Hard Skills)
• Treasury Management (Hard Skills)
• Query Resolution (Soft Skills)
• Data Analysis (Hard Skills)
• Project Participation (Soft Skills)

Job Summary: 

• Work with a team of technical analysts and provide support via phone, email, and ticket tracking system
• Monitor alerts, status of servers, and job execution in Unix/Linux and Windows environments
• Primarily coordinate with various IT teams and Consultants in monitoring, identifying, and resolving client issues/requests
• Convert and load client portfolios in the application
• Proactively implement custom/workaround solutions to meet client expectations
• Conduct product API demos and present analytical coding directly to prospects
• Train prospects during the trial phase on the technical side, and educate prospects on how they can utilize MSCI Risk and Performance tools to meet their business requirements
• Provide technical assistance and training to technical analysts on the client side
• Liaise/Train with backup teams in other geographical locations to provide continuity of service in the event of local issues

Skills on Resume: 

• Technical Support (Hard Skills)
• System Monitoring (Hard Skills)
• IT Coordination (Soft Skills)
• Data Conversion (Hard Skills)
• Solution Implementation (Hard Skills)
• API Presentation (Hard Skills)
• Client Training (Soft Skills)
• Service Continuity (Soft Skills)

Job Summary: 

• Actively participate in the presentation of the company's services
• Assist in the development of the sales process and be responsible for the active attraction of new customers
• Control the observance of the concluded contracts and agreements
• Offer and negotiate conditions for cooperation with current and new clients
• Manage effective two-way communication with clients and subcontractors - preparation of reports, requests, and answering customer inquiries
• Measure and analyze the effect of the entrusted projects and identify actions for improvement
• Plan and control the budget and costs of the creative department
• Deliver results within deadlines and targets set up
• Prepare analysis and reporting for higher management
• Provide expense reports to accounting on the operational creative activities.

Skills on Resume: 

• Service Presentation (Soft Skills)
• Sales Development (Hard Skills)
• Contract Management (Hard Skills)
• Client Negotiation (Soft Skills)
• Client Communication (Soft Skills)
• Project Analysis (Hard Skills)
• Budget Planning (Hard Skills)
• Report Preparation (Hard Skills)

Job Summary: 

• Establish and cultivate relationships with clients and proactively identify service solutions.
• Maintain existing client relationships through the processing of client requests, answering client questions, and making sure key client information and documentation are up to date.
• Create connections to maintain strong relationships with clients and identify opportunities to provide additional services and solutions that support clients’ needs.
• Onboard new clients, including the collection of required documentation and client information.
• Attend client meetings to assist the Wealth Client Advisor.
• Oversee client intake process, set up and manage ongoing client service strategies according to the service model created for each client
• Coordinate and communicate the financial planning process for clients to ensure deadlines are met and services are delivered within the designated timeline. 
• Engage the company's social networks and maintain updates on the company website.
• Implement a marketing plan to educate and engage a targeted network of professionals.
• Answer the telephone, greet clients, and order and maintain the needs of the office to best serve clients.

Skills on Resume: 

• Relationship Building (Soft Skills)
• Request Processing (Hard Skills)
• Opportunity Identification (Soft Skills)
• Client Onboarding (Hard Skills)
• Meeting Support (Soft Skills)
• Service Management (Hard Skills)
• Planning Coordination (Hard Skills)
• Social Media (Hard Skills)

Job Summary: 

• Serve clients by setting up accounts and ensuring their funds transfer from the surrendering company, and follow up on fund transfers
• Respond to and resolve client requests, complete necessary financial paperwork to execute trades, change beneficiaries, establish trusts, etc.
• Transfer the broker-dealer accounts that are assigned to the Financial Consulting Center.
• Ensure accurate completion of prospect/new client paperwork/set up
• Maintain (CRM) database and client files (filing, copies, data input)
• Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
• Record incoming assets to the appropriate blotting tool
• Learn Company product suitability guidelines, financial operational processes, and financial sales processes
• Support client service functions for all teams

Skills on Resume: 

• Account Setup (Hard Skills)
• Request Resolution (Soft Skills)
• Account Transfer (Hard Skills)
• Paperwork Completion (Hard Skills)
• Database Maintenance (Hard Skills)
• Issue Research (Soft Skills)
• Asset Recording (Hard Skills)
• Product Knowledge (Hard Skills)

Job Summary: 

• Rebalance new and existing 401 (k) and IRA accounts 
• Provide live chat coverage online with Clients and Prospects.
• Answer the prospect's questions during the client onboarding process on time.
• Educate and reassure clients during times of market turbulence.
• Troubleshoot connectivity/technical issues.
• Give prospects and clients a positive and fun experience.
• Utilize chat and email to engage with clients and keep a pulse on their experiences.
• Track client feedback and relay insights, and deliverables to the company.
• Document details of issues, account changes, and transactions, and report to the Development Team
• Assist in the development of blooom proprietary onboarding and marketing tools.
• Communicate and coordinate with internal development departments
• Organize workflow to meet timeframes.

Skills on Resume: 

• Account Rebalancing (Hard Skills)
• Live Chat Support (Hard Skills)
• Onboarding Assistance (Soft Skills)
• Client Education (Soft Skills)
• Technical Troubleshooting (Hard Skills)
• Client Engagement (Soft Skills)
• Feedback Tracking (Hard Skills)
• Workflow Organization (Hard Skills)

Job Summary: 

• Act as the primary client liaison in communicating 
• Resolving client inquiries, including working with Account Managers, Developers, QA Analysts, etc.
• Answer phones and greet clients and patients
• Accurately enter client information, collect payments, and print receipts
• Maintain an individual cash box, which is to be balanced at the end of each shift
• Consistently provide exceptional customer service in a positive manner
• Provide timely and comprehensive support across a wide range of asset types and functionality.
• Collaborate and problem-solve with internal teams to initiate change and provide superior client service.
• Set and communicate clear and realistic client expectations.
• Drive constant product improvement via new ideas gained by working with and supporting clients (system enhancements, new features, etc).
• Become proficient with portfolio management and trading products.

Skills on Resume: 

• Client Liaison (Soft Skills)
• Inquiry Resolution (Soft Skills)
• Reception Duties (Hard Skills)
• Data Entry (Hard Skills)
• Cash Management (Hard Skills)
• Customer Service (Soft Skills)
• Asset Support (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Provide a Premium Client Experience.
• Anticipate the needs of clients and provide an exceptional client experience during all client interactions.
• Determine how to best assist the client with transactional ease.
• Garnish with the necessary information to complete the anticipated tasks.
• Accurately prepare initial meeting template folders from start to finish.
• Edit client meeting agendas per outlined meeting type.
• Manage and prepare reports
• Calculate the client's Required Minimum Distributions.
• Edit 401(k) allocation spreadsheets.
• Communicate with advisors and team members to ensure completion of individual tasks required.
• Manage workflow timeline.
• Manage client meeting folders.

Skills on Resume: 

• Client Experience (Soft Skills)
• Needs Anticipation (Soft Skills)
• Task Assistance (Soft Skills)
• Information Preparation (Hard Skills)
• Agenda Editing (Hard Skills)
• Report Management (Hard Skills)
• RMD Calculation (Hard Skills)
• Workflow Management (Hard Skills)

Job Summary: 

• Handle client inquiries via phone and email, and provide resolution promptly
• Provide in-depth education and assistance on product features, functionality, configuration and technical architecture
• Identify and escalate issues and requests appropriately while maintaining ownership of client interaction
• Ensure the product is being used effectively and appropriately to add value to clients’ financial institutions
• Identify, capture and channel client feedback on product features and functionality to Product Management
• Develop excellent working relationships with colleagues within Customer Service and in the broader organization
• Assist with proactively managing client relationships to maintain and improve client satisfaction and retention
• Support new product launches and new business initiatives, including training, marketing activities and feedback to the business, etc.
• Identify sales and up-sell opportunities for the business

Skills on Resume: 

• Inquiry Resolution (Soft Skills)
• Product Education (Hard Skills)
• Issue Escalation (Soft Skills)
• Product Utilization (Hard Skills)
• Feedback Collection (Soft Skills)
• Relationship Building (Soft Skills)
• Client Satisfaction (Soft Skills)
• Sales Support (Hard Skills)