A Client Associate will take charge of interacting with clients through various modes and try to resolve their complaints and issues. Some of the most common duties and tasks that are highlighted on the Client Associate Resume include – communicating with clients on phone or in person, resolving client complaints and inquiries, establishing a strong contact with recognized clients, assisting clients in opening and closing accounts, updating and maintaining accounts, developing relationship with present and prospective clients, providing support to clients, associating and coordinating with sales team, monitoring account activities, and maintaining accurate files of client.
Client Associate should have strong organization skills, they should have clerical experience and as well possess these abilities – the ability to resolve issues and complaints; excellent customer focusing skills, numerical aptitude to deal with data and account information, team working spirit, and computer skills. No formal education is not mandatory, but employers want at least a high school diploma with prior work experience.
Interacted with Medical Professionals such as Nurses and Doctor's office personnel.
Prepared and reviewed operational reports and schedules to ensure accuracy and efficiency.
Effectively managed a high-volume of inbound and outbound customer calls.
Addressed and resolved customer product complaints empathetically and professionally.
Gathered and verified all required customer information for tracking purposes.
Defused volatile customer situations calmly and courteously.
Accurately documented, researched and resolved customer service issues.
Experience
7-10 Years
Level
Management
Education
Associate Of Arts
Sr. Client Associate Resume
Summary : Over 17 years experience in a wide variety of well accomplished businesses & companies, maintain a high level of success with focus to detail and company objectives in mind.
Skills : Micrsoft Office.
Description :
Performed high-volume copying, faxing, printing, and scanning functions using various Xerox digital print production equipment.
Received, inputted, processed, coordinated, and closed incoming customer print requests.
Managed and prioritized print jobs submitted by the various customers via the phone, email, walk-in, and website.
Corrected image quality issues and performed routine maintenance on digital print production equipment.
Placed service calls and ordered supplies.
Performed various fulfillment tasks such as cutting, folding, spiral binding, shrink wrapping, and envelope insertion.
Worked as a floater to assist in the mail room, shipping and receiving, print production, and records management.
Managed a fleet of 200+ copiers on campus and across the providing customer service, supply ordering, and billing.
Experience
10+ Years
Level
Senior
Education
Associate In Technology
Client Associate III Resume
Summary : Client Associate Export Compliance Attention to Detail Phone Etiquette Willingness to Learn Team Player Computer Literacy(ORACLE) Order Fulfillment Customer Appreciation Attentiveness.
Skills : Power point, Word, Data Entry, Adobe, 10-Key, Invoicing, Accounts Payable, Customer Service, Customer Service Skills.
Description :
Provided service to clients professionally and respond to regular inquires.
Presented clients with called information like stock quotes, account balances and varied account-related details.
Ensure to keep concerned Financial Consultants informed of details and activities associated with registered clients' transactions and accounts.
Utilized computer systems of company to provide services to clients as well as assigned FAs.
Ensured all suitable and required account documents are acquired and updated.
Helped clients to transfer funds and securities along with issuing checks as requested.
Resolved customer complaints and inquiries proactively.
Ensured conformance with firm and branch policies and standards.
Experience
7-10 Years
Level
Management
Education
Bachelor Of Science
Client Associate II Resume
Summary : To obtain a position in the customer service and accounting field, where experience will contribute to the growth of the organization.
Skills : Microsoft Office, Client Representative.
Description :
Assisted Financial Advisors with all administrative and processing aspectsof all sales.
Client contact including responding to client requests and client outreaches.
Performed general clerical duties, such as handling telephones, clients mailings and creating mailing.
Created spreadsheets and other financial reports.
Increased client contact including addressing their inquiries.
Processed journal entries upon clients request to the dollar amount they request.
Processed for clients bank transfers from one account to another upon request from the financial advisor or client.
Reviewed clients WCMA applications making sure all information matches with all documents received from the clients.
Experience
7-10 Years
Level
Management
Education
Clinical Psychology
Client Associate I Resume
Objective : Continue professional career in a position that has opportunity for growth and provide a meaningful service to the community. Continue to provide excellent customer service to internal and external customers.
Skills : Microsoft Office, Outlook.
Description :
Serviced client banking needs including cashing checks, making loan payments, deposits, exchanging currency, issue consignment items, and closing accounts.
Examined all documentation for disbursement of funds for completeness, accuracy, and validity.
Obtained signatures, approvals, and system overrides from supervisors.
Handled large sums of currency and balance cash drawer daily.
Performed routine audits on teller drawers, cash dispensing units, and vaults.
Processed Currency Transaction Reports required by the IRS for large currency transactions.
Detected suspicious activity in account transactions and the surrounding environment.
Experience
2-5 Years
Level
Junior
Education
Accounting
Client Associate/Analyst Resume
Summary : Very productive, detail oriented individual. Success-driven leader with take-charge spirit, with a remarkable Client Relationship focus, Operations and Accounting experience and superb organization skills.
Skills : Proficient in MS Office, Concur, exceptional organizational skills, experience in web content editing and management.
Description :
Undered direction, and acted on own initiative, provide complex administrative support to one or more managers.
Independently researched and obtained information for complex reports and special assignments.
Exhibited a high level of customer service through personal achievement.
Composed, prepared, edited and proofreaded letters, reports and other correspondence.
Monitored a daily journal of trading activity over 200 retirement plans.
Handled all daily inquiries from internal and external counterparts.
Researched and responded to Audit questions.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Science
Client Associate/Representative Resume
Summary : To obtain an entry-level position in an organization with a stimulating and challenging work environment. To excel in this field with hard work, perseverance and dedication.
Skills : Microsoft Office, ADP.
Description :
Monitored client accounts to ensure accuracy.
Identified opportunities for investments, lending and business banking.
Collaborated with financial advisors and mortgage specialists to grow revenue of the branch.
Utilized problem solving/multi-task skills to assist customers with issues on their accounts.
Operated within bank policy and Federal regulations when assisting clients.
Contributed to a 6% annual increase in audit score by upholding excellent operations standards.
Assisted with branch projects to maintain and build excellent customer relationships with existing and new clients.
Experience
10+ Years
Level
Senior
Education
License
Client Associate/Coordinator Resume
Objective : To secure an administrative, Customer Service or similar position utilizing Clerical, Computer, Customer Service,Data Entry and Technology skills. Contributing a strong work ethic, good organizational and problem solving skills.
Partnered with the Financial Advisor to build the business.
Uncovered new opportunities and service existing client base and enhance production.
Traveled to branches when needed for appointments.
Provided telephone customer service to clients.
Accepted trades and provide consultation and recommendations to existing and potential clients.
Maintained account documents and submit to operations.
Organized marketing campaigns including direct and email marketing campaigns including seminars.
Performed analysis of financial products and prepare client presentations.
Experience
2-5 Years
Level
Junior
Education
Financial Planning
Client Associate/Manager Resume
Summary : Able to work independently balancing workload and prioritizing Detail orientated with proven organizational skills and high degree of professionalism Leadership experience that will help make contributions to the company.
Skills : Microsoft Office, Outlook, Excel, Microsoft Word, Powerpoint, Written Communication, Customer Service, Training & Development, Recruiting.
Description :
Excellent machine proficiency while scanning and digitizing documents.
Proficient and well versed with computerized systems and products (Microsoft Office, etc).
Worked effectively and efficiently in a demanding environment requiring keen attention to details with extreme time restraints.
Able to work independently and am highly motivated.
Detail-oriented with a strong ability to multi-task.
Responsible for storage, cataloging, and retrieval of documents.
Experience
10+ Years
Level
Senior
Education
Diploma
Lead Client Associate Resume
Summary : Seeking to transition from a successful job record in administrative support roles into a management position within banking/financial services.
Skills : Apple OSX, Salesforce, Microsoft Office, MS Office,.
Description :
Supported Financial Advisors and their business objectives.
Utilized Wealth Management Workstation and other systems in use at Merrill Lynch.
Communicated with clients, fellow employees and the general public effectively.
Provided client service support as needed.
Researched and initiated corrections to transactions and/or account errors.
Provided administrative and operational support to five Financial Advisors.
Processed new accounts and maintained existing accounts.
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