- December 17, 2020
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Trouble-shoot issues and spearhead initiatives for the OnTour team. Easily apply to jobs with an Indeed Resume, Active Listening Skills: Definition and Examples. Help guide our efforts specifically with Tier 2 auto where we have been historically challenged and she has a deep expertise, NEW PRODUCT DEVELOPMENT. Related: How to Develop Your Skill Set to Advance Your Career. Be a patient listener. Monitor, gather, analyze and report data and make recommendations on improving and maintaining client relationships as well as quality, Serve as a resource for department and enterprise wide initiatives/ projects of moderate and large scope and complexity through all phases of initiation, development and implementation, including any required process documentation and/or staff training, 2-3 years client service, sales support or related experience in the Financial Services Industry institutional clientele, products, servicing needs, and information standards, Excellent knowledge of Microsoft Office applications (particularly Excel and PowerPoint) and Adobe, Strong multi-tasking/project management skills; client service skills and strong attention to details and quality, Ability to formulate and implement solutions with minimal guidance and structure, Excellent documentation skills to capture solutions / workflows as repeatable and defined processes, Involves analyzing problems, resolving problems, and impact of decisions, Manage the planning, internal/external communications and execution of client webcasts and conference calls, including quarterly macroeconomic updates and fund investor portfolio reviews, Manage the electronic delivery of Form ADV, privacy policies and other legal and compliance mailings to Guggenheim Investments’ institutional clients; manage the electronic consent process, In partnership with Corporate Marketing, manage the distribution of Guggenheim’s thought leadership publications to clients and prospects; establish tracking systems between CRM (Salesforce) and electronic delivery system (Silverpop); formalize client communications protocols, Plan strategy for and execution of ~40 annual conferences and ~20 client events for the Institutional Distribution team; evaluate and analyze potential participation in new conferences and events, Act as primary liaison for industry memberships, Lead the planning and implementation of Institutional Distribution’s participation in the Milken Institute Global Conference, Project management for Client Relations, including coordination of weekly calls; create and update policies and procedures for the team; manage client notifications inbox; coordinate ad hoc client-related activities including holiday gifts, cards, etc, Extremely well-organized with a meticulous attention to detail; strong organizational skills, Outstanding interpersonal skills with the ability to communicate in a professional, clear and amiable manner both verbally and in written communications, Resourceful and proactive when seeking out information and fulfilling time-sensitive requests, Strong proficiency in Microsoft Office, particularly Excel and PowerPoint, 2+ years of previous experience in the Financial Services industry, Strong understanding of basic IRA and Brokerage terminology, Previous experience with Client Relationship Management software, Microsoft Office/Suite proficient (Excel, etc. Keeps client abreast of new products that will assist the client, Partners with client and internal resources to implement client changes, May prepare the annual budget, documenting revenue and volumes per client, Provides variance explanations monthly versus budget/forecast, Identifies and participates in meetings to implement process improvements, Analyze, review, forecast, and trend complex data, Present analysis and interpretation for operational and business review and planning, Support short and long term operational / strategic business activities through analysis, Develop recommended business solutions through research and analysis of data and business process and implement when appropriate, Bachelor’s degree in Business, Finance, Health Administration, a related field or equivalent work experience, 3+ years of experience in business / finance analysis, Experience gathering requirements from the client / business and documenting, Experience with process improvement, workflow, benchmarking and / or evaluation of business processes, Intermediate level of proficiency with PC based software programs and automated database management systems (Excel, Access, PowerPoint), Ability to problem solve including multiple priorities and research conflicting and / or inaccurate data, Working knowledge of relational databases, database structures, Other related duties are assigned as needed, Communicates ideas both verbally and in written form in a clear, concise, and professional manner, Prior banking or finance related experiences a plus; personal banking experience preferred, Is resourceful and proactive in gathering information and sharing ideas. Relationship Building Skills: Definitions and Examples. Also, CRM software is becoming more and more popular tool for effective business relationship management. Career Management: Relationship-Building One of the most important career management habits for career success and resiliency is regular attention to building relationships. Assist with the scheduling of guests for Getaways! Professional Relationship Builder Sales & Sales Management Resumes - Real Estate Sales Agent Resumes - Valrico, FL Exceptional interpersonal, relationship building, sales, negotiationg, communication and leadership skills. Read through Creative Thinking skills keywords and build a job-winning resume. This includes developing and managing processes for reservations and space utilization and coordinating overall space schedules, Resolve operational and client service issues and conflicts, Develop and recommend new programs and incentives designed to enhance client relationship and service experience, Develop and continually revise/update, as needed, contract language, including fee schedule, consistent with University’s best practices. Strong time management skills are essential, Must have related business experience that includes managing a budget, Strong analytical skills, organizational skills, decision making skills, and basic management skills, Experience interacting with leaders at the Executive level, Direct Marketing / Database Marketing / Data-Driven Marketing, Data Analytics Optimization / Segmentation, Campaign Strategy Development / Implementation, Email; Social Media and Direct Mail Marketing, Build and maintain customer relationship and work closely with AIG – client executive team to develop a positive working partnership, Ability to work with all business functions and build an environment of teamwork that communicates effectively and drives performance within all levels of the organization. Manage ongoing maintenance of client-facing materials as offers evolve, Monitor weekly sales of tours, gather performance metrics and create easily reviewable documents, Provide secondary tour support by facilitating setup of offers including creation of illustrative mocks for clients and assistance with contract development and execution, Manage creation and delivery of tour recap reports. and external constituents (custodians, transition managers, attorneys, etc. Provides feedback to USAID, Managing Directors and Country Managers on customer performance metrics, Supports continuous improvement of GSC business processes, Bachelor’s degree plus minimum 7 years of procurement, supply chain, and/or technically relevant work experience, Solid understanding of USAID and other Federal Acquisition Rules and Regulations, Experience living or working in developing countries preferred, Willingness to work overseas for up to 4-8 weeks per year and to consider long-term overseas assignments, Strong knowledge of MS Office applications, Develop, implement and manage tools, process and governance to support the management and growth of key accounts, Ensure that strategic account plans are being executed, In conjunction with the Operations Stream, Sales and other relevant stakeholders, lead the governance process which should include the integration and review of key account standardized metrics, Actively manage the Client Relations Directors to continually and proactively identify issues and work to find effective solutions, Create a team environment of personal accountability towards higher standards of customer satisfaction and stretch the team to achieve these, Working with the team guide them towards the establishment a trusted/strategic advisor relationship with each assigned client and drive continued value of our products and services, Develop, prepare, and nurture customers for advocacy, Work with clients to establish critical goals, or other key performance indicators and aid the customer in achieving their goals, Work to identify and/or develop upsell opportunities, Advocate customer needs/issues cross-departmentally, Take an active part in the management of customer account escalations, Engages in a series of transactional duties such as brokering deals and executing price points for market share, as well as developing and negotiating new business revenue and client generation while focusing on retaining and growing existing customer base, Determine what types of advertising strategies would help clients reach target audiences efficiently while still keeping within their advertising budget, Establishes relationships with a number of different media agencies, Identifies potential problems with client accounts’ placement and recommends solutions to agencies on a continuing basis, Contacts station associates and obtains rate quotes to convey to the agencies, Negotiates deal terms to satisfy both parties to the deal, Communicates all components of sales to key stakeholders, Pursues vertical and horizontal penetration of assigned advertisers and ad agencies to maximize exposure for Sales division’s clients and their online assets and events, Highlights the benefit of marketplace via positioning and pre-selling of opportunities, Researches business, financials, products/services, and markets of clients and their competition, Proficient in Microsoft Office suite and social networking platforms, Strong client service relationship-building skills, Demonstrated ability to generate new business and to understand the sales cycle: prospecting, buying behaviors, negotiations for a win-win outcome, overcoming objections and closing, Ability to plan and organize, set priorities and multi task in a fast-paced environment, Strong oral and written communication skills; excellent grammar, Independent, entrepreneurial, self-motivated, competitive, assertive, goal-oriented, Strong problem-solving, analytical and persuasion skills, Understanding of market dynamics including demographics, Stress tolerance especially with tight deadlines and financial pressures, 3+ years’ experience in media sales, marketing or advertising with proven success, Membership in American Advertising Federation, American Marketing Association, local chamber of commerce or similar networking groups preferred, As primary liaison, is responsible for escalation, effective oversight of client projects and implementations, execution of account plan activities, building of relationships with client contacts and management and coordination of the client loyalty process, Answers customer inquiries, primarily over the telephone, e-mail or facsimile, Serves as primary point of contact for external clients and various departments/divisions to resolve outstanding issues, comply with customer requests and respond to client inquiries, May prepare monthly and quarterly departmental reports, Maintains comprehensive knowledge of applicable products, services and company policies and procedures, Responsible for all in-bound re-active calls to[JMF1], Ability to work on multiple internal systems, Professional communication with clients, via e-mail and phone, Coordinating client requests, internal updates/data entry updates, efficiently and accurately, Ability to multi-task within several programs and during phone conversations, Demonstrate ability to react appropriately to calm and diffuse client complaints, A minimum of 1-2 years experience in hospital based sales or other related healthcare sales (current contacts in Home Health strongly preferred), Ability to present services in a professional manner, Knowledge of Private Duty Nursing/Therapy service procedures and reimbursement policies preferred, Requires excellent communication, planning and organizational skills, A four year college degree, preferably in business or healthcare related field or equivalent work experience, A valid driver’s license and driving record that meets company standards, Communicates ideas both verbally and in written form in a clear, concise and professional manner, Proven track record in client relationship management and Merchant Acquiring, Financial institution experience or Merchant Acquiring background with strong financial industry and data processing knowledge, Excellent negotiation and presentation skills that ensure contract renewals, a track record of product and revenue growth and high levels of customer satisfaction, Excellent decision-making, problem-solving, team building, negotiation, conflict management and time management skills, Strategically focused and responsible for client satisfaction, maintaining client communication, the overall management of the client relationship, and the delivery of the outsourced solution, Works to maintain and grow client relationships while ensuring ongoing customer service, Identify staff training needs and ensure that required training takes place, Openly share information and experiences to aid in the success of others. preferred, Client Engagement/Growth: Responsible for risk, revenue, profitability, growth and customer satisfaction of all EU Accounts, Project Governance: Monitor the entire lifecycle of a EU projects, from initial scoping and contracting through close of the engagement with the customer, Team Management: Manage the expectations of a wide range of resources, Including Account Managers, Delivery Managers, Marketing teams, etc, Experience in Service Delivery and/or Client Engagement of small, medium and large sized projects required, Strong project management skills, with a keen desire for execution, Strong analytical and strategic thinking abilities, Experience in Pharmacovigilance, Regulatory Affairs and Related IT services and applications a plus, Knowledge of 21 CFR Part 11 guidelines, GvP, Computer system validation guidelines a plus, Requires a proactive approach and excellent written/oral communication and interpersonal skills, Strong interpersonal skills required to interact with clients, management, and peers effectively, Ability to document and communicate problem/resolution and information/action plans, Person should be familiar with Microsoft office applications such as MS word, Excel, PowerPoint and MS Access, The ability to contribute to a team environment with a high degree of professionalism and skill. in Business, Liberal Arts or equivalent experience required, Must have extensive MS Word, MS PowerPoint, MS Excel, CRM database (Deltek Vision), and JD Edwards EnterpriseOne experience. Familiar dealing with institutional clientele, products, serving needs and information standards, Proven relevant and high quality analytical experience, Previous exposure to global business environment dealing with clients/staff from diverse cultures/locations/business units and time zones highly preferred, Excellent written and verbal communication skills in Chinese and English. ), Excellent organizational and follow through skills, Ability to handle client contacts and work with minimal supervision, A bachelor's degree in business administration, accounting, or a related field and a minimum of 2-4 years of experience in a role supporting client relationships and contract management, Strong verbal and written communications and good client interaction skills, Proficiency in basic computer software applications, including Microsoft Word, Excel and company specific systems, General knowledge of tax preparation software applications is a plus, Bachelor’s degree in business, finance, or accounting, At least 10 years of experience in client relationship management, Monitor and communicate financial metrics to clients as appropriate, developing solutions and recommendations as necessary, Partner with account managers and client service officers to develop synergies and leverage experience and expertise to improve overall customer results, Coordinate cross divisional and cross site efforts as needed, Identify cross-sell opportunities through senior-level relationships and target appropriate individuals in client organizations to introduce product and sales specialists as needed, Negotiate client pricing and bundling to mitigate losses or low margins for business units, Identify opportunities for product development and evaluate new product proposals, Review and discuss relevant information with our clients’ senior team members on an ongoing basis using appropriate reporting mechanisms, Coordinate scheduled workshops and participate in relationship management team meetings, Build and maintain professional working relationship with GCSS hubs globally and provide support to sales offices in Asia, US, EMEA and Australia, Collaborate with other business units to provide support on new account on-boarding, monthly/quarterly reporting and related servicing needs, Work closely with regional sales, sales support and relationship management to maintain and further develop relationships with institutional clients, Build relationships among business units to support a coherent, unified client support model, Administer post-sale report production on automated platforms, as well as create presentation materials manually for non-standard requests, Ensure timely delivery of high quality services to internal and external clients, Consult with other internal FTI partners to investigate client demands and determine best solutions to meet client expectations, Analyze and resolve account servicing/reporting issues, Maintain excellent business knowledge on customer needs, internal policies & procedures, as well as systems capabilities and constraints, Assist in creating best practices and maintaining regulatory compliance, Maintain production metrics, identify trends and recommend viable automation solutions, Assist in other ad hoc/assignments where assigned, Bachelor degree holder in a business-related subject, Minimum 4-5 years working experience in retail/institutional financial services. Indeed is not a career or legal advisor and does not guarantee job interviews or offers. Another key factor in successful business relationships is empathy. Having empathy for your friends and co-workers means you seek to understand their feelings and emotions. Must be proficient in Excel, Powerpoint, Word and Outlook, Must be able to think through, evaluate and solve problems logically and efficiently, Must have exceptional organizational skills and meticulous attention to detail, Must conduct all matters and communications in a professional and courteous manner as a representative of the company, Must be motivated with a positive, “Everything is possible” attitude, Must be a proactive problem solver, instilled with a sense of urgency for projects large and small, Good interpersonal skills, and ability to work effectively with a range of people and personalities, Internet Savvy with strong research skills, Exhibiting characteristics of integrity, honesty, discretion, loyalty and kindness to peers, An understanding of marketing (especially digital marketing) for music artists is a huge plus, Bachelor’s degree and 2+ years of music industry experience, Previous experience or internship at a music label, management company or talent agency preferred, Serve as the lead point of contact in responding to investor inquiries and requests for clients in a sub-set of APAC countries: Specifically with regards to the management of inquiries, he/she will, Receive investor requests (either received from Marketing Reps or directly from investors), Evaluate requests against established disclosure rules, Lead evaluated investor requests through resolution, Understand Oaktree’s products and operational structure to be able to draft responses to investor inquiries where appropriate (i.e., information is available through self-service mechanisms), Where information is not readily available, coordinate with the appropriate internal resources (i.e., CS colleagues, PAR, Accounting, etc.) Involves using an on-line database Manager called Pipedrive to manage these contacts and the of... 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