Post Job Free
Sign in

Senior Business Client Service

Location:
Apex, NC
Posted:
February 22, 2025

Contact this candidate

Resume:

PROFESSIONAL EXPERIENCE

SENIOR BUSINESS CONSULTANT, Client Reporting and

Service Management – Boston, MA - Remote

John Hancock Financial (Manulife Investment Management) NOVEMBER 2018 – PRESENT

Supports the client service operations and distributions in North America for institutional and affiliated clients

Defines and manages the scope, strategy, and requirements of business initiatives with emphasis on creating strategic solutions

Ensures timely delivery of work that includes knowledge of internal and external dependencies, progress tracking, and monitoring milestone accomplishments using metrics and statistical analysis

Uses Salesforce, Power BI, SharePoint, and FactSet Vermillion Reporting Solution (VRS) applications/tools to provide reports, projects support, and other inquiries as needed

Identifies, proposes, and implements process improvements

Leads and supports the execution of various projects and ad-hoc initiatives

BUSINESS PROCESS CONSULTANT, Strategy and

Transformation – Boston, MA

John Hancock Financial (Manulife Investment Management) MARCH 2014 – OCTOBER 2018

Collaborated with senior management and process leads to define and manage the scope, strategy, requirements, and implement quick wins initiative

Analyzed end to end processes and created process design

(current) and solution design (future) documents

Led efforts in identifying end user computing tools used across global wealth and asset management division and the first ever robotic process automation (RPA) with process owners to map current and design future state while managing associated risk

Managed successful execution and delivery of projects

Supported initiatives post deployment

OPERATIONS MANAGER, Investment Finance and Operations Manulife Financial (Manulife Business Processing Services) OCTOBER 2011 – FEBRUARY 2014

Provided management and leadership to teams of experienced analysts; Keeping them engaged, motivated, and focused on delivering value to the organization while holding them accountable to their roles and responsibilities

Identified issues, developed solutions, and opportunities for process improvements to streamline operations

Formulated strategies to meet and exceed service level agreements with offshore partners

Led cross functional project implementation with global stakeholders to ensure deliverables were organized and completed on time

SENIOR TEAM LEADER, US Wealth Management

FEBRUARY 2009 – SEPTEMBER 2011

TEAM LEADER, John Hancock Annuities

JUNE 2008 – JANUARY 2009

QUALITY ANALYST, John Hancock Annuities

OCTOBER 2006 – MAY 2008

DATA ANALYST, Data Center

PetPlans Incorporated

NOVEMBER 2002 – SEPTEMBER 2006

RYAN ANTHONY TAN

SENIOR BUSINESS

CONSULTANT

PROFILE

Process strategist with

experience in global

operations, providing business

strategy, and transformation

through centralization,

automation, and continuous

improvement.

Ability to quickly analyze end to

end processes, identify

business needs, and implement

solutions.

CONTACT

***.***@*****.***

617-***-****

Apex, NC 27502

EDUCATION

Business Administration in

Finance and Management

Accounting

Manila, Philippines



Contact this candidate