A Client Assistant speaks with customers either personally or over the phone and addresses complaints, answers questions, and collects money on overdue accounts. Job duties for this role vary widely based on the type and needs of the company, however, several core duties are the same all over and are listed on the Client Assistant Resume as – answering and making phone calls, solving customer problems and complaints; providing technical support, solving issues for customers; maintaining customer records, setting up payment schedules with customers; keeping work areas clean, training new members; and reaching out customers to collect overdue and payments.
Employers look for resumes that highlight the following abilities – strong interpersonal and problem-solving skills, data entry skills, telephone etiquette, strong communication skills, and knowledge of using sales and accounting software. while a high school diploma or GED is mandatory, hiring employers are inclined to hire those with a past work history in a client service role.
Objective : As a Client Assistant, responsible for Liaising directly with RAs/RMs on account opening documentation, funds transfer requests, account balances, etc, Ensuring accuracy when filing client documents and handling client material.
Skills : PPE equipment, Sterile technique, Assessing vital signs, Transfers.
Description :
Worked as a Client Assistant at Plantation, Assisted Living Facility.
Assistanted my job duties were but not limited to the following.
Conducted client activities, distribute medications (received my certificate for Medication Certification), call emergency services if/when a client needed (such as elevated blood pressures, chest pains, seizures and other needs as medically necessary.
Completed medications counts after my shift, informed the oncoming client assistant as to the status of each client.
Helped the prepare meals and made sure all clients had their meal.
Performed laundry duties, sweeping/mopping floors (janitorial duties).
Walked the area to make sure all clients were in their rooms or outside in the common area.
Experience
2-5 Years
Level
Executive
Education
MS
Client Assistant Resume
Objective : To establish a long-term career in a company where I may utilize my Client Assistant professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.
Skills : Microsoft Office, Apple, CPR, Written Communication, Team Player, Management, Detail Oriented, PC.
Description :
Updated expired database adding and new, confirmed and valuable information in system with corrections.
Entered renewed Certifications and retrieved data from Computer software's, sorted and distributed mail, packages, and correspondences to various offices.
Arranged meetings in conference rooms, handle calls and occasionally prepared breakfast or brunch for businesses, when requested.
Entered balance amounts in log system set up in Word.
Maintained the operations of standard varieties of office machinery.
Typed and heavy Customer Service/Administrative duties.
Multitasked with various team members to successfully complete assignment.
Experience
2-5 Years
Level
Executive
Education
MS
Client Assistant Resume
Summary : To obtain a full-time Client Assistant position that will allow me to utilize the skills I have obtain over the years in customer/client services. Seeking a leading and growing company to secure a position; where I can maximize my training and learning experience in the medical field. Strong Personal Care/Client Service Skills. Detail-Oriented.
Skills : Excel, Quickbooks, TurboTax.
Description :
Assisted Client with Physical Therapy.
Took Client to appointments.
Helped Client become more independent in their home, provide safety gadgets in the home so they can get along more safely when home alone.
Used Being punctual, responsible, patient and thorough.
Responsible for greeting and directing customers.Managed appointments for customers.
Washed cars for selected customers.
Did inventory for new cars when they arrived.
Experience
10+ Years
Level
Senior
Education
GED
Client Assistant Resume
Objective : To obtain a Client Assistant position that allows me to utilize my interpersonal skills, experience and professionalism to contribute to a productive and dynamic work environment.
Skills : Clerical Sills, Maintenance Skills.
Description :
Assisted residents with activities of daily living, escorted them to and from meals.
Accompanied them to various leisure activities.
Provided medication reminders as well as helped them maintain their residences.
Made the residents feel wanted and encouraged them to be a wholesome part of the community.
Incorporated teamwork with my collegues and co-workers.
Used Communicating, listening, advising, encouraging, motivating.
Arrived, I would make sure they were to sign the visitor's log and if the family would take the client off premises that was logged in also.
Experience
2-5 Years
Level
Executive
Education
MA
Client Assistant Resume
Headline : To obtain a Client Assistant position with the potential of gaining knowledge and skills that can be used for career advancement within the workplace.
Skills : Adobe Acrobat, Customer Service.
Description :
Provided office support for tenants by acting as receptionist, mail clerk, and meeting planner.
Monitored financial reports of leased office machinery.
Operated the building switchboard.
Distributed and processed mail.
Maintained telephone system.
Performed office maintenance.
Organized video conferences for clients.
Experience
5-7 Years
Level
Executive
Education
BA
Client Assistant Resume
Summary : Responsible for Demonstrating interest in developing a familiarity with BBH Private Client investment products, capital allocation recommendations strategies as well as BBH Private Banking Credit markets and strategies.
Skills : MS Office, Planning Skills.
Description :
Setup office suites prior to focus group arrivals.
Handled preparation of meeting audio/video recordings via MP3, MP4 and DVD.
Reset suites breaking down furniture and equipment immediately upon conclusion of meetings.
Sanitized and cleanned office suites prior to lock up.
Responsible for the day to day incentive distribution providing services including: handling cash, gift cards and other monetary items.
Secured and closed facility at end of shift.
Stayed current and understand firm policy and procedures in an ever-changing regulatory environment, being able to articulate the reason for certain requirements to clients as needed.
Experience
7-10 Years
Level
Management
Education
Bachelor Of Science In Communication
Client Assistant Resume
Objective : Training to administer meds as a med tech, also skilled in the area of working in homeless shelters, also a trained housekeeper, and I work well with others. Feel as though I am a team player, working with children is a delight, I do have training as a teacher/ teacher's aide during pass employment at a after-school program for ages 5-9.
Skills : Computer Literate, Tool Savvy, Good Communication, Good hand-eye coordination.
Description :
Assisted clients with new account paperwork.
Processed check request, check and stock deposits.
Researched account discrepancies.
Calculated funds available with a transfer on death.
Calculated funds for client and employer when a stock option is exercised.
Generated sales and inventory reports in Excel with data from a variety of sources, maintaining a 100% accuracy rate.
Prepared and sold broad range of customized merchandise to individuals and commercial accounts, strong organizational skills which assisted in accurate sales pricing of purchase transactions.
Experience
2-5 Years
Level
Junior
Education
BA
Client Assistant Resume
Objective : Client Assistant with 5 years of experience in Completing travel and expense reports and plan and organize meeting arrangements and calendars, Proactively managing the administrative processes tied to the day-to-day management of the office to find ways of improving efficiencies within the office.
Skills : Inventory Management, Sales, Microsoft Word, Powerpoint, Party Planning, Event Planning, Cold Calling, Social Media, Marketing, Blogging, Child Care, Coaching, Office Organizing, Filing, Creative.
Description :
Prepared cash payments for focus groups participants Calculated the reconciliation report for accounting purposes, of projects day before including any leftovers and deposits.
Applied payments to accounting book.
Prepared schedule of project in advance every week.
Sent schedule via fax to accounting headquarters requesting the cash checks.
Placed food orders for clients.
Updated recruits database when focus groups were completed.
Responsible for processing investment clients' transfer packets from Broker-Dealers following Union Bank's acquisition, merger, and integration with Stellar One Bank.
Experience
2-5 Years
Level
Executive
Education
BS In Business Management
Client Assistant Resume
Headline : Dedicated master science student with solid background in quantitative finance and analytical finance, seeking finance related opportunities that will capitalize on my solid education and experience in financial analysis.
Skills : Eidetic Memory, Microsoft Office, Photoshop, Basic Conversational Spanish.
Description :
Greeted clients and answer any on-site questions or requests to ensure their productivity at our facility.
Confirmed appointments, check in respondents and administer re-screeners to verify they are the target subjects.
Maintained the cleanliness and professionalism of the facility during our clients stay.
Outfitted the suites with all audio and visual equipment requested by the client and monitor their operation.
Answered phones and perform necessary office/administrative reception duties.
Documented progress of opening new and direct accounts from start to finish insuring accounts are opened, linked, mailed, executed and returned by clients (following up as necessary).
Expedited approval by Union Investment Services representatives and send fully executed copies to Broker.
Experience
5-7 Years
Level
Junior
Education
High School Diploma
Client Assistant Resume
Headline : To obtain and secure employment with a highly respected employer which will allow me to share my vast customer service experience and will allow me personal growth.
Skills : Customer Service, Communication Skills.
Description :
Successfully interacted with customers and retail buyers to expedite orders.
Initiated and completed all transactions required to fully service client accounts i.e. paperwork, correspondence, money movement, client request fulfillment, and special projects as needed.
Ensured compliance with Bairds policies regarding correspondence, books and records requirements including trade policies, seminars, and marketing.
May entered security orders per Financial Advisors instructions.
Maintained primarily electronic files and retrieve the information quickly as needed.
Answered all incoming Financial Advisors' phone calls and handle as appropriate. Initiate action and advises Financial Advisor of action taken.
May scheduled client appointments and/or conference room for appointments.
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