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Client Relationship Manager Resume Samples
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6-10 years of experience
Delivered strategic HR/Payroll consulting services for clients with revenues exceeding $2.1M.
- Consistently achieved year over year growth with 100% of goals realized for book of business.
- Provided advocacy and responsiveness to client needs, increasing business participation, and maintaining profitability goals.
- Cultivated excellent long-term relationships with clients, maintaining ongoing communication and facilitating solutions to address concerns.
- Designed enhanced summary narratives well received by VP’s, CFO’s, and CEO’s.
6-10 years of experience
Directed and managed 6 team members in the development of marketing goals and strategies which led to a 20% increase in client retention and satisfaction
- Developed organizational policies and procedures to support customer service excellence
- Reviewed customer’s complaints and initiated solutions in an effective and timely manner
- Implemented innovative methods to reduce the cost of marketing campaigns by 10%
0-5 years of experience
Responsible for managing over 600 clients accounting for over $9 million in revenue.
- Cold calling, business development, lead generation, and appointment scheduling.
- Established and maintained a client pipeline by providing unparallel customer service.
- Managed and assembled health fairs and other events to generate leads and build rapport with clients.
- Responsible for over 25 cold calls daily including 2 scheduled appointments.
0-5 years of experience
Provided financial services for individuals and small businesses by conducting extensive profiling and needs assessment analysis. Implementation of recommendations and appropriate solutions including: personal banking, home finance, investment allocation and retirement services, credit and lending.
- Actively managed a client base with assets over $50 million.
- Managed high net worth individuals through the implementation of wealth management tools and strategies.
- Achieved revenue growth through the sale of an extensive array of financial services including: mutual funds, fixed and variable annuities, and fixed income strategies.
- Originated residential mortgages and home equity lines of credit.
- Provided orientation and executed account opening process for small business entities.
- Group presentations and individual coaching to develop individual bankers and staff.
0-5 years of experience
Respond to all sales appointments in service region for commercial and residential renovation projects.
- Exceeded sales goals by 25% each quarter and gained recognition as top ten in sales for service region.
- Provide answers to customer inquiries concerning products and pricing.
- Verify credit documentation for compliance, ensuring all required documents outlined in Credit Approval are received.
0-5 years of experience
Prospected new clients for firm and created an annual $200K book of business from scratch
- Negotiated recruiting agreements and fees with client representatives
- Facilitated the filling of job orders and negotiated salary offers with candidates
- Managed a team of recruiters and performed training on how to optimize cold-call conversations, manage the expectations of candidates
6-10 years of experience
- Managed strategic client relationships for 12 Fortune 500 companies with global equity compensation plans in excess of 100K participants and $5B in total plan value.
- Oversaw a diverse client book of business that included the largest U.S. health care provider, world’s largest airline carrier, two top U.S. defense contractors, and industry leading manufacturing and technology companies.
- Applied leadership and influencing skills to foster key relationships with senior client contacts in order to promote customer loyalty and retain existing business.
- Expanded relationships by promoting additional products and services through consultative selling and negotiations.
- Provided proactive leadership to motivate service teams comprised of 50 associates to deliver exceptional service quality and improved client satisfaction, as measured by client survey metrics.
- Successfully negotiated a competitive sales win of 22K participants and $130M in plan assets.
- Designed and implemented a custom process improvement solution, resulting in a $230K cost savings.
0-5 years of experience
- Redesigned the prospect lead-flow process resulting in shorter response times and more than 150% increase YOY in new client assets under management from 2011 to 2012
- Developed and maintained relationship with primary client referral source resulting in $175 million in new assets under management during 2012
- Generated customized analysis of prospective clients’ investment portfolios and used it to created portfolio proposals and investment policy statements
- Maintained and deepened relationships with high net worth and ultra high net worth fixed income investors resulting in my assets under management increasing 58% from $52 million on 1/1/2012 to $82 million on 12/31/2012
- Wrote educational pieces communicating value added by and technical aspects of complex fixed income securities purchased in client accounts
- Created CIC’s value proposition by generating optimal risky portfolios across the efficiency frontier contrasting the differences between Crawford’s investment strategies’ risk profiles to the profiles of comparable investment strategies
- Designed client presentations communicating customized analyses and responses to ad hoc client and prospect inquiries
0-5 years of experience
- Analyzed client data to determine federal and state tax credit needs based on liability and business structure
- Researched and advised clients on federal, state, and local tax credits
- Consulted with clients and managed preparation of tax credit tailored to client needs
- Forecasted $4M in revenue for business unit and managed large volume of clients
- Developed and implemented efficient processes for data management, project tracking, and revenue forecasting
- Developed client relationships and consistently received highest ratings in client satisfaction surveys
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
