Client Account Specialist Resume Samples

As a Client Account Specialist, the individual will manage the needs of the existing and potential clients. The job description includes creating price quotes, following up with new customers, troubleshooting issues, and providing support to all other areas. Job responsibilities listed on the Client Account Specialist Resume are – processing account payable checks on a regular schedule, inputting credit and debit payments into the company’s accounting systems, creating and maintaining accounts payable files for new and existing customers, making changes to accounts including keeping contact information up to date, establishing contact with new customers and helping them in setting up new accounts.

The most sought-after skills include – knowledge of accounting rules, regulations, and best practices; proficiency in MS Excel, experience in international business, experience in solving issues; and experience in leading a project team. A bachelor’s degree in finance or accounting is preferred though not mandatory.

Client Account Specialist Resume example

Client Account Specialist Resume

Summary : To obtain a responsible and challenging Client Account Specialist position in the business field where my education and work experience would have valuable application.

Skills : Sales, CRM, Account Management, Sales & Marketing, Social Networking, Social Media, Digital Marketing.

Description :

    1. Prepared and maintained reports for VMS services Interface with Account Team to obtain current list of open job orders Post and manage open job orders on various company websites Data-mine for prospective candidates to meet hiring criteria on needs in market Provide data and information as requested to support the oversight and strategic Internet recruiting decisions for the Account Team Interface with government agencies such as Dept.
    2. Coordinated and participated in internal or external recruiting events as needed / requested.
    3. Contacted and prescreened Temporary Associate candidates.
    4. Introduced prospective candidates to the appropriate branch office or client recruiting teams.
    5. Recruited and pre-qualify prospective candidates for direct hire placement.
    6. Introduced direct hire candidates to branch personnel or clients as appropriate.
    7. Maintained and submitted weekly activity and outcome reports to Account Team management.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor's In Education


Client Account Specialist Resume

Summary : Analyzing client account receivable profiles, reached out to client contacts to ensure timely payments Liaison between firms attorney's and clients, and also Providing first point of contact for clients assuring customer service and satisfaction including: customer inquiries, providing recommendations on .

Skills : Quickbooks, Microsoft Office, Excel, Training & Development.

Description :

    1. A solutions-oriented account management professional with progressive experience in providing outstanding levels of service to corporate clients in the global fulfillment industry.
    2. Able to accurately handle point-of-sale (POS) analyses, as well as control inventory levels through effectively forecasting inventory needs.
    3. Leveraged strong relationship building skills to positively engage clients and offer win-win solutions that boost customer satisfaction and retention rates from 86% to 98%.
    4. Improved overall profits through developing and implementing process improvements Exceeded and maintained overall fulfillment accuracy SLA target of 99.5% to 99.97% for all clients.
    5. Assisted in improving 24x7 system availability for Client Order Management system from 86% to SLA target of 99.5%.
    6. Awarded the President's Award in 2008 for excellent service.
    7. Automated report implementation and improving overall Client satisfaction.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associate In General Business


Client Account Specialist Resume

Summary : Coordinating recruiting activities with other Account Team members Assist with coordinating and conducting recruiting sessions as needed Pre-qualify candidates for client Information Sessions Complete other duties as assigned by supervisor in a timely and accurate manner STAFFING MANAGER Sales Complete the required number of telemarketing calls in a timely manner.

Skills : ISO9001, SA8000, Social Media Marketing, Microsoft Office.

Description :

    1. Responsible for the full billing and collections cycle for designated client matters.
    2. Managed all billing and collections processes from engagement to collections with tact, diplomacy, and effective negotiation skills.
    3. Verified rates with the rate analyst, reviews and implements the outside counsel guidelines, monitoring fee caps, tier discounts and matter budgets set-up and monitor alerts.
    4. Ensured that billing attorneys receive accurate prebills and that they return their prebills in a timely manner.
    5. Submitted finalized bills/eBills in appropriate template format, adhering to attorney and client specifications.
    6. Confirmed final bills have been submitted to the client and are posted in Aderant.
    7. Collaborated with the eBilling Coordinators for set-up of new clients for eBilling requirements.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associate In Accounting

Client Account Specialist Resume

Headline : Motivated, experienced and well-rounded professional with extensive experience in all financial and administrative areas of higher education. Demonstrated hands-on management of finance, grants administration, human resources, and facilities management. Managing budgets totaling $25M with a reputation for going above and beyond to provide superior service with efficiency and effectiveness.

Skills : Finance, Human Respouces.

Description :

    1. Co-authored job-function guide used to train new employees.
    2. Supported clients in the use of payroll software.
    3. Advised clients on payroll and tax matters.
    4. Worked cooperatively with other departments to resolve client issues.
    5. Worked with them to implement a development strategy and take the next step to achieve their professional aspirations.
    6. Collaborated with Accounting Systems Administrator to update appropriate fields according to client billing guidelines.
    7. Submitted invoices electronically and troubleshoots issues and rejections.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master Of Public Administration

Client Account Specialist Resume

Summary : Client Account Specialist eager to launch a career as a Phlebotomist or Medical Assistant. A recent graduate of National Career Education (NCE) where together with skills acquired over many years working with the public in sales and services helped me to pursue my real goal of working in the medical field.

Skills : Microsoft Office, Troubleshooting, Problem Solving, Customer Service.

Description :

    1. Collected on past due accounts on an attorney and client level.
    2. Timely and consistently followed up and monitored accounts for payments and settlements.
    3. Wrote letters, memos and created spreadsheet for attorneys in regards to collections.
    4. Resolved problems, reconcile accounts, and appeal deductions when necessary.
    5. Created Excel reports on a weekly basis (Top 10 Report, Unapplied Report, Firmwide A/R Reports).
    6. Recorded all collection activities on ARCS.
    7. Reviewed financial statements.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's In Education

Client Account Specialist Resume

Summary : Dedicated and focused Administrative Assistant who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority.

Skills : Graphic Design, Adobe Creative Suite, Quickbooks, Service Design, Digital Strategy, Content Marketing, CRM, UX, Office Management, Spanish, Calender Management, Event Management, Accessories Design, Executive Support, Workflow Optimization, Accounts Payable, Accounts Receivable, Project Management.

Description :

    1. Provided excellent customer service and accurately assesses all customer signage needs.
    2. Managed in-office issues when owner not pre-sent.
    3. Assisted with social media marketing efforts and in-house/direct marketing programs.
    4. Responded efficiently to all walk-in customers and telephone inquiries to determine sign needs, provide recommendations, quotes and assist with the order process.
    5. Assured customer satisfaction.
    6. Followed up on outstanding quotes.
    7. Cross-trained in other areas of the store to maintain a fully functioning store at all times.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
High School Diploma

Client Account Specialist Resume

Objective : To obtain a Client Account Specialist position within an industry I can utilize acquired skills while obtaining skills beneficial to my professional development and the needs of the employer.

Skills : CNA Certification, Working Knowledge Of Medical Terminology, Office Administration.

Description :

    1. Provided customer service support to clients.
    2. Answered phones and set appointments.
    3. Organized and maintained filing systems for general office files.
    4. Maintained office supplies and inventory.
    5. Generated and organize sales leads.
    6. Provided status reports to project management as requested.
    7. Completed calls from current or potential customers for new business opportunities.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.A. In Business Administration

Client Account Specialist Resume

Objective : Seeking a Client Account Specialist position within an organization that can utilize my extensive knowledge of accounting, bookkeeping, customer service and office management.

Skills : Microsoft Office, Excel, Customer Relationship Management, Phone Etiquette, Communication, Listening, Process Improvement, Internet, Business Development, Banking, Problem Resolution.

Description :

    1. Screened new accounts to ensure they are in compliance with Patriot Act regulations.
    2. Trained Relationship Managers on resolving Patriot Act violations with clients.
    3. Updated company policies and procedures to ensure compliance with federal regulations in regards to operating as a financial institution.
    4. Placed restrictions and close accounts that fail Patriot Act account screening.
    5. Performed weekly audits for accounts that have failed Patriot Act screening.
    6. Created cases to help Relationship Managers and clients resolve Patriot Act flags.
    7. Updated client profile information.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelors Of Science

Client Account Specialist Resume

Objective : As a Client Account Specialist, responsible for Negotiating pricing for transactional sales and requested credit approval for new customers in accordance with standard procedures, and also Maintaining daily customer relationships to assigned accounts, acting as primary contact and re-directing to other departments as needed.

Skills : Microsoft Office, LMS.

Description :

    1. Responded efficiently to all walk-in customers, telephone and e-mail inquiries to determine sign needs and provide recommendations and quotes.
    2. Assured customer satisfaction.
    3. Processed all work orders accurately and obtain customer approval.
    4. Obtained at least 50% down payment and payment in full upon completion with every order Work closely with the Production Area to answer any questions they may have concerning current work orders Maintain a good working relationship with vendors to obtain quotes and follow up on outside orders in process.
    5. Conducted sales calls to generate new business.
    6. Maintained and updated lists of prospective customers and referrals.
    7. Implemented effective marketing strategies within the store.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Client Account Specialist Resume

Objective : Client Account Specialist with an industrial engineering background. Extensive experience in both manufacturing and engineering environments. Developed and tracked lean implementation plans. Solid leadership skills building and managing successful teams. Highly organized, team player with proven ability to resolve issues, enabling teams to focus on task completion, and to ensure quality objectives are met on time and within budget.

Skills : Microsoft Word, Excel, Outlook, Ten Key, Typing, Multi-Line Phones.

Description :

    1. Contracted Industrial Engineer for GM's lean engineering and lean manufacturing teams.
    2. Reduced vehicle development process by six months leading the lean engineering initiative to merge design and engineering activities, creating a design for the engineering program.
    3. Developed and tracked lean manufacturing implementation plans and planned maintenance execution timing and measurements.
    4. Researched and implemented Toyota Production System self-directed work team and error-proofing techniques, resulting in Buick City plant receiving J.D.
    5. Supervised 20 GM UAW employees on General Assembly - Trim production line.
    6. Assisted accounting in recognizing payments to be applied correctly Manage London accounts.
    7. Worked with outside collections for payment of invoices.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BA