Client Advisor Resume Samples

A Client Advisor takes responsibility for managing the client relationship and formulating and implementing advice to existing clients. Duties and responsibilities that can be seen on a typical Client Advisor Resume include – coordinating with clients to assess risk management requirements, monitoring all risk identification process, monitoring all communication with clients and carriers, monitoring payments, promoting the company, informing clients about various products and services that will suit them, and identifying all additional revenue opportunities from clients.

Some traits and skills that can be useful for this job description include – being able to work as a team member, patience, the ability to stay calm under pressure, open-minded nature and being friendly with clients. Job skills that are required include – very good knowledge of the company’s product and services, strong experience working in relationship management and strong consultative skills. Although job applicants don’t need a formal degree, some employers want to see at least a high school diploma and customer service training.

Client Advisor Resume

Objective : Secure full time employment as I complete as a part time student (online). Looking for an opportunity that challenges me whilst utilizing my excellent customer service and communication skills.

Skills : Fluent In Spanish, Delivery Driver, Microsoft World & Excel, Social Media Marketing, Social Media Management.

Description :

    1. Initiating and maintaining relationships with customers through outbound sales activities.
    2. Taking customers through a thorough needs analysis, making suitable product recommendations and organizing test drives.
    3. Accurately logging activities on the internal lead management system.
    4. Generating leads for BMW Financial services and the after sales Team.
    5. Delivering sold vehicles personally to ensure quality service and to generate referrals.
    6. Conducting business development and networking activities to generate sales.
    7. Helped dealership accomplish sales goals by meeting and exceeding my personal sales quotas and promoting the company brand and services.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
High School Or Equivalent


Payroll Client Advisor Resume

Headline : Essential duties of a Client Advisor are promoting the company, suggesting products or services, responding to client inquiries, referring customers.

Skills : Adobe Photoshop, Adobe Lightroom, Microsoft Office.

Description :

    1. Reporting to the vehicle Sales Manager on activities, reviews and analyses.
    2. Face to face sales meetings with potential customers.
    3. Representing the company at trade exhibitions, events and demonstrations.
    4. Negotiating the terms of a sales agreement and closing sales.
    5. Following-up in-bound telephone enquiries, walk in prospects and emails enquiries.
    6. Arranging appointments via Internet Leads.
    7. Cold calling up qualified sales prospects.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Human Resources


Sales Client Advisor Resume

Headline : Exceptional communication and public interaction skills Exemplary time management and organizational skills Proficient in recording and managing all necessary paperwork In depth knowledge of GPS systems Experienced in warehousing, packing and shipping.

Skills : Banking.

Description :

    1. Demonstrating vehicles to customers, including taking them for drives.
    2. Reporting to the vehicle Sales Manager on activities, reviews and analyses.
    3. Meeting customers face to face and holding sales discussions with them.
    4. Representing the company at trade exhibitions, events and demonstrations.
    5. Negotiating the terms of a sales agreement and closing sales.
    6. Following-up in-bound telephone enquiries, walk in prospects and emails enquiries.
    7. Arranging appointments via Internet Leads.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.A. In Music Education

Private Client Advisor Resume

Objective : A Customer Service Representative, with over five years of experience; is seeking to obtain a position within a company where opportunities for advancement are based on performance and contributions. Seeking to continue to grow professionally while contributing to the success of an organization.

Skills : Microsoft OS, Proficient Understanding Of Business Documents, Proficient Understanding Of Financial Ratios.

Description :

    1. Maintains Customer Satisfaction scores at or above company standards.
    2. Greets customer and determines make, type, and quality of vehicle desired.
    3. Explains features and demonstrates operation of vehicle in showroom or on road.
    4. Suggests optional equipment for customer to purchase.
    5. Computes and quotes sales price, including tax, trade-in allowance, and discount.
    6. Completes paperwork accompanying vehicle sales, including but not limited to, preparing sales slip or sales contract.
    7. Arranges for delivery and registration of vehicle.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Accounting

Client Advisor I Resume

Objective : Innovative professional with 8+ years of progressive experience within the management and sales industry and the skills to drive business growth, capitalize on new revenue potential, and manage all aspects of daily business operations.

Skills : Microsoft, Outlook, Excel, Customer Service, Payroll, Administrative Assistant.

Description :

    1. Initiating and maintain customer relationships through outbound sales.
    2. Conducting a thorough needs analysis, making suitable product recommendations and organizing test drives, Negotiating deals.
    3. Accurately logging activities on the internal lead management system.
    4. Personally delivering sold vehicles to ensure quality service and generate referrals.
    5. Conducting business development and networking activities to generate sales.
    6. Generated sales of new and pre-owned vehicles, maximizing dealership profitability.
    7. Worked with customers to identify their vehicle needs, finding the appropriate vehicle to meet their needs while ensuring each customer has a satisfactory dealership experience.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Business Administration

Client Advisor II Resume

Summary : A highly motivated and hardworking individual, who is seeking a professional career in your organization.

Skills : Sales, Sales Management, Client Development, Repair Assessment, Training & Development.

Description :

    1. Selling both new and used cars as well as finance and related product.
    2. Excellent Customer Service Satisfaction Rating - 100% Rating Following-up in-bound telephone enquiries, walk in prospects and emails enquiries.
    3. Arranging appointments via Internet Leads.
    4. Demonstrating vehicles to customers, including taking them for drives.
    5. Reporting to the vehicle Sales Manager on activities, reviews and analyses.
    6. Meeting customers face to face and holding sales discussions with them.
    7. Cold calling up qualified sales prospects.
    8. Average setting up two appointments daily Writing up sales contracts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Diploma

Client Advisor III Resume

Headline : Expert retail sales professional offering over 8 years experience in retail customer service and retail management. Focused on exceeding sales goals. Motivated customer service specialist with retail experience in a fast-paced, team-based environment.

Skills : Client Services, Cash Handling, POS, Languages, Client Relations, Client Management.

Description :

    1. Updated clients on upcoming sales events and promotions.
    2. Educated clients about BMW Product lines to incite excitement about the company's mission and values.
    3. Followed up with over 30 clients on a daily basis and each week to verify that they were satisfied with their purchases and built relationships with the customer to increase the likelihood of repeat business.
    4. Worked directly with new car & used car sales manager on hot leads to achieving an average of front-end gross.
    5. Quote prices, credit terms, and other bid specifications.
    6. Worked with the Business Development Center to stay in touch clients.
    7. Perform outbound calls to generate more prospects and increase traffic.
    8. Record detail information on clients accounts in order for Business development center to do proper follow-ups.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Senior Client Advisor Resume

Headline : Accomplished sales professional with over 10 years of experience in both business- to-consumer and business-to-business environments. Proven track record of establishing and managing customer relationships. Excellent interpersonal and communication skills.

Skills : Microsoft word , excel and power point.

Description :

    1. Sold average of 20-25 vehicles per month in a high-volume, fast paced environment.
    2. Generated average $60K per month in gross profits to the business.
    3. Consistently recognized for highest number of customer referrals.
    4. Achieved 80% renewal rate on leased vehicles.
    5. Selected as brand ambassador for BMW at auto trade shows and exhibits.
    6. Selected to attend "ride-and-drive" events at South Carolina factory to test drive vehicles and help management determine which vehicles to stock.
    7. Awarded Platinum Level Profile and Achievement award for consistently meeting and exceeding quotas.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Certification In HVAC

Junior Client Advisor Resume

Objective : To obtain a career in a well-established, stable environment that offers an opportunity to demonstrate my skills and capabilities.

Skills : Microsoft Word, Trend analysis, people development, driving sales performance, customer retention, gross profit, clienteling,.

Description :

    1. Maintain an above industry standard number of vehicle sales (12) per month.
    2. Develop sales process to track, prospect and follow up with new and existing clients.
    3. Responsible for highlighting features, gathering information, inspecting automobiles, comparing and contrasting competitive models and demonstrate vehicle operations.
    4. Build rapport and qualify buyers by understanding interests and requirements of buyer.
    5. Develop and maintain relationships with new as well as existing customers, respond to inquiries, suggest trade-ins, greet drop-ins, recommend sales campaigns and promotions.
    6. Negotiate price; ask for sales; complete sales or purchase contracts; close sales by overcoming objections; explain provisions and financing; deliver automobiles.
    7. Demonstrate automobiles by explaining capabilities, characteristics and features; explain services and warranties; take drives.
    8. Complete reports and provide sales management information.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MS In Public Administration

Client Advisor Assistant Resume

Objective : Overlooked workforce of up to 100 people. Performed management recruiting and development. Control of all business aspects in multi million dollar stores. Sales increases in all stores. Key sales and marketing skills. Self-motivated. Problem analysis and problem solving.

Skills : Microsoft office.

Description :

    1. Plan, coordinate and implement Commercial sales operations by developing business and clients while managing a territory.
    2. Attain budgeted revenue expectations while assuring profitability of the product line is achieved.
    3. Implement and execute marketing strategy and business plan for Sprinter Van Sales.
    4. Provided signature sales experience for both new and established clients by providing detailed personal follow-up, superior delivery presentation and an intentional effort to foster and build long term inter-personal relationships.
    5. Utilized years of experience as a General Sales Manager to assist my clients in receiving the very best in customer service, financing and vehicle maintenance support.
    6. Represented the Auto Group for community events and presentations throughout Central Florida.
    7. Utilized established connections to acquire and sale exotic vehicles for exclusive clientele on behalf of the Auto Group.
    8. Selected as one of twenty to attend the annual international sales and manager's retreat for corporate top performers.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Certified Sales Training

Client Advisor & Financing Resume

Objective : To obtain a position at your organization that will enable me to utilize my collegiate education and apply my experience to help bring success to the company.

Skills : Mandarin speaking, Advertising Campaign executive.

Description :

    1. Adhere to established Service Philosophies to achieve retention goals.
    2. Working with clients to maximize the realized value of subscribed products.
    3. Assisting inbound client requests from all support channels.
    4. Clearing framing problems, collecting necessary information to obtain a resolution.
    5. Actively seeking ways to improve the client experience.
    6. Guiding clients with best practices, training, documentation and recommendations for additional products & services to achieve successful outcomes.
    7. Proactively communicating successes/failures to all internal and external stakeholders.
    8. Executing plans or design plans for assigned projects and reports on the status of assigned projects.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.S. In Business Administration

Client Advisor Resume

Summary : Dedicated Client Representative motivated to maintain customer satisfaction and contribute to company success. Solid team player with upbeat, positive attitude. Core Strengths Strong organizational skills Scheduling Active listening skills Telephone skills Courteous demeanor Client relations Energetic work attitude Customer service expert Multi-Task Management.

Skills : Photoshop, Adobe Illustrator, Microsoft Office.

Description :

    1. Contacted new and existing customers to discuss how their needs could be met with specific vehicles.
    2. Negotiated prices, terms of sales and service.
    3. Implemented a consultative selling approach on all transactions.
    4. Responded to all customer inquiries in a timely manner.
    5. Developed highly empathetic client relationships.
    6. Expressed appreciation and invited customers to return to the store for encore visits.
    7. Generated leads for new sales through telephone and email contact with customers via Reynolds and Reynolds contact management program.
    8. Sold 45% of return or referral customers each month.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Elementary Education