CUSTOMER OPERATIONS ASSOCIATE SKILLS, JOB REQUIREMENTS, AND EXPERIENCE

Published: September 12, 2024 – The Customer Operations Associate has experience managing large-scale projects, supporting cross-functional teams, and providing logistical and conflict resolution support. This role requires proficiency in financial analysis, reporting, and utilizing MS Suite tools to drive data-informed solutions and process improvements. The analyst is also adept at implementing enterprise-wide initiatives, resolving issues promptly, and fostering communication and engagement across the organization.

Essential Hard and Soft Skills for a Standout Customer Operations Associate Resume
  • Project Management
  • Financial Analysis
  • Data Analysis
  • MS Excel Proficiency
  • Reporting
  • Process Improvement
  • Technical Troubleshooting
  • Budget Management
  • CRM Software
  • Logistical Coordination
  • Communication
  • Problem-Solving
  • Conflict Resolution
  • Time Management
  • Adaptability
  • Collaboration
  • Attention to Detail
  • Critical Thinking
  • Leadership
  • Customer Focus

Summary of Customer Operations Associate Knowledge and Qualifications on Resume

1. BA in Supply Chain Management with 4 years of Experience

  • Experience working in customer-facing environments with enterprise clients
  • Experience fielding questions and requests from clients, and providing timely and comprehensive responses to executive-level clients
  • Strong analytical and problem-solving skills.
  • Ability to effectively partner with the division's Compliance area to ensure plan designs meet underwriting guidelines, employer objectives and government regulations.
  • Ability to communicate complex compliance and plan design topics to clients and advisors.
  • Strong organizational skills and attention to detail. 
  • The ability to manage multiple priorities effectively.
  • Strong verbal and written communication skills.
  • Ability to make decisions with appropriate balance for department and client needs.
  • Excellent written English communication skills

2. BA in Logistics and Transportation with 2 years of Experience

  • Experience in Customer Service and/or Operations (ideally within the aviation industry).
  • Delight in solving problems for customers, going above and beyond to treat customers fairly and leave them feeling valued
  • Enjoy interacting with customers daily, both over the phone and by email
  • Love to get involved - be it in solving a specific issue for a customer at a point in time, or driving changes through to help us make service better
  • Bring a team-first attitude
  • Looking for a well-rounded role that will allow you to manage end-to-end operational processes
  • Be focused on efficiency and operational excellence and constantly look for opportunities to automate and improve
  • Have a “can do” attitude and a problem-solving mentality
  • Have rigorous attention to detail
  • Excellent analytical and numerical skills

3. BA in Project Management with 6 years of Experience

  • Proven experience within the asset management industry or a related industry, ideally with exposure to Transfer Agency operations
  • Prepared to take the initiative, understanding that a highly organized team can drive better performance, and can take the lead in managing operational improvements and change
  • High level of attention to detail and ability to resolve conflicting priorities
  • Demonstrates a proactive and risk-focused approach to work, understanding the importance of identifying and raising issues appropriately
  • Ability to work in a multifaceted, fast-paced environment with high self-assurance, energy and drive
  • A proven ability to develop strong collaborative working relationships with key partners
  • Possess strong interpersonal skills, both written and verbal
  • Knowledge of anti-money laundering policies and requirements
  • Experience with the HundSun financial technology platform
  • Proficient in Mandarin and English (Read and write)

4. BA in Economics with 7 years of Experience

  • Related experience preferably in Life Science, Pharmaceutical, or Medical Device
  • Process-oriented thinking with an organization-level detail perspective
  • Ability to review, comprehend, analyze, and interpret requests, concepts, documents, etc
  • Fundamental understanding of CRM systems (Salesforce.com)
  • Proven record of handling standardized processes
  • Technical aptitude to use Excel or other analytical tools
  • Demonstrated ability to structure and conduct analyses to generate insight and recommendations
  • Strong experience with Salesforce.com, Qualtrics
  • Experience working with BPO organizations
  • Experience with 3 rd party data like IMS Health, with a strong understanding of related data sources

5. BA in Finance with 5 years of Experience

  • Experience in large and diverse project management supporting multiple cross-functional teams, logistical support, and facilitation including consensus building and conflict resolution.
  • Working experience with financial/budget analysis and reporting.
  • Have effective communication and presentation skills.
  • The ability to partner with team members to leverage communications, change, and engagement opportunities and implement enterprise-wide events.
  • Ability to resolve and/or escalate issues in a timely fashion.
  • Ability to provide consultative technical/analytical and functional support.
  • Strong proficiency with systems/tools, proficiency in MS Suite - Excel, Word, Visio, PowerPoint.
  • Experience in data analysis to create practical and customer-friendly processes and solutions.
  • Demonstrated ability to drive, communicate and inspire change at any level of the organization.
  • A technical mindset, interest in data analysis, and process improvement
Relevant Information
Customer Operations Specialist Skills, Experience, and Job Requirements
Customer Operations Associate Skills, Experience, and Job Requirements