Client Associate Resume Samples

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.

Client Associate Resume example

Client Associate Resume

Summary : Over 3 years of frequent moves and staying home to raise children, settle down and find a stable position in the business field.

Skills : Administration, Teller, Customer Service.

Description :

    1. Interacted with Medical Professionals such as Nurses and Doctor's office personnel.
    2. Prepared and reviewed operational reports and schedules to ensure accuracy and efficiency.
    3. Effectively managed a high-volume of inbound and outbound customer calls.
    4. Addressed and resolved customer product complaints empathetically and professionally.
    5. Gathered and verified all required customer information for tracking purposes.
    6. Defused volatile customer situations calmly and courteously.
    7. Accurately documented, researched and resolved customer service issues.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
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 :

    1. Performed high-volume copying, faxing, printing, and scanning functions using various Xerox digital print production equipment.
    2. Received, inputted, processed, coordinated, and closed incoming customer print requests.
    3. Managed and prioritized print jobs submitted by the various customers via the phone, email, walk-in, and website.
    4. Corrected image quality issues and performed routine maintenance on digital print production equipment.
    5. Placed service calls and ordered supplies.
    6. Performed various fulfillment tasks such as cutting, folding, spiral binding, shrink wrapping, and envelope insertion.
    7. Worked as a floater to assist in the mail room, shipping and receiving, print production, and records management.
    8. Managed a fleet of 200+ copiers on campus and across the providing customer service, supply ordering, and billing.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
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 :

    1. Provide service to clients professionally and respond to regular inquires.
    2. Present clients with called information like stock quotes, account balances and varied account-related details.
    3. Ensure to keep concerned Financial Consultants informed of details and activities associated with registered clients' transactions and accounts.
    4. Utilize computer systems of company to provide services to clients as well as assigned FAs.
    5. Ensure all suitable and required account documents are acquired and updated.
    6. Help clients to transfer funds and securities along with issuing checks as requested.
    7. Resolve customer complaints and inquiries proactively.
    8. Ensure conformance with firm and branch policies and standards.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
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 :

    1. Assist Financial Advisors with all administrative and processing aspectsof all sales.
    2. Client contact including responding to client requests and client outreaches.
    3. Perform general clerical duties, such as handling telephones, clients mailings and creating mailing.
    4. Create spreadsheets and other financial reports.
    5. Increase client contact including addressing their inquiries.
    6. Process journal entries upon clients request to the dollar amount they request.
    7. Process for clients bank transfers from one account to another upon request from the financial advisor or client.
    8. Review clients WCMA applications making sure all information matches with all documents received from the clients.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
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 :

    1. Service client banking needs including cashing checks, making loan payments, deposits, exchanging currency, issue consignment items, and closing accounts.
    2. Examine all documentation for disbursement of funds for completeness, accuracy, and validity.
    3. Obtain signatures, approvals, and system overrides from supervisors.
    4. Handle large sums of currency and balance cash drawer daily.
    5. Perform routine audits on teller drawers, cash dispensing units, and vaults.
    6. Process Currency Transaction Reports required by the IRS for large currency transactions.
    7. Detect suspicious activity in account transactions and the surrounding environment.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
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 :

    1. Under direction, and acting on own initiative, provide complex administrative support to one or more managers.
    2. Independently research and obtain information for complex reports and special assignments.
    3. Exhibit a high level of customer service through personal achievement.
    4. On own initiative, answers telephone, mail and inquires.
    5. Composes, prepares, edits and proofreads letters, reports and other correspondence.
    6. Monitor a daily journal of trading activity over 200 retirement plans.
    7. Handled all daily inquiries from internal and external counterparts.
    8. Researched and responded to Audit questions.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
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 :

    1. Monitored client accounts to ensure accuracy.
    2. Identified opportunities for investments, lending and business banking.
    3. Collaborated with financial advisors and mortgage specialists to grow revenue of the branch.
    4. Utilized problem solving/multi-task skills to assist customers with issues on their accounts.
    5. Operated within bank policy and Federal regulations when assisting clients.
    6. Contributed to a 6% annual increase in audit score by upholding excellent operations standards.
    7. Assisted with branch projects to maintain and build excellent customer relationships with existing and new clients.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
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.

Skills : Administrative Assistant, Administrative Support, Customer Service.

Description :

    1. Partner with the Financial Advisor to build the business.
    2. Uncover new opportunities and service existing client base and enhance production.
    3. Travel to branches when needed for appointments.
    4. Provide telephone customer service to clients.
    5. Accept trades and provide consultation and recommendations to existing and potential clients.
    6. Maintain account documents and submit to operations.
    7. Organize marketing campaigns including direct and email marketing campaigns including seminars.
    8. Perform analysis of financial products and prepare client presentations.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
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 :

    1. Excellent machine proficiency while scanning and digitizing documents.
    2. Customer Relations: Strong oral and written communication skills.
    3. Proficient and well versed with computerized systems and products (Microsoft Office, etc).
    4. Worked effectively and efficiently in a demanding environment requiring keen attention to details with extreme time restraints.
    5. Able to work independently and am highly motivated.
    6. Detail-oriented with a strong ability to multi-task.
    7. Responsible for storage, cataloging, and retrieval of documents.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
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 :

    1. Supported Financial Advisors and their business objectives.
    2. Utilized Wealth Management Workstation and other systems in use at Merrill Lynch.
    3. Communicated with clients, fellow employees and the general public effectively.
    4. Provided client service support as needed.
    5. Researched and initiated corrections to transactions and/or account errors.
    6. Provided administrative and operational support to five Financial Advisors.
    7. Processed new accounts and maintained existing accounts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Business

Client Associate/Executive Resume

Summary : Highly motivated CFA Level II Candidate with significant working knowledge of management consulting, research, financial modeling, data analysis, government consulting, and risk management.

Skills : Nursing, Sales/Marketing.

Description :

    1. Arrange conferences, meetings, and travel reservations for office personnel.
    2. Compose, type, and distribute meeting notes, routine correspondence, and reports.
    3. Set up and maintain paper and electronic filing systems for records, correspondence, and other material.
    4. Keep records of collections and disbursements.
    5. Operate office equipment such as fax machines, copiers, and phone systems.
    6. Use computers for spreadsheets, word processing, database management and other applications.
    7. Organize records and tax documents for all departmental budgets.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Nursing Assistant

Client Associate Resume

Summary : Strong experience in banking and finance, in account building and management, in customer relationships and administrative management. Look forward to speaking with you so we can learn together how our business development can assist each other in mutual growth.

Skills : Microsoft Office, Travel Arrangement Preparations, Answering Phones And Managing Mass Mailings And Office Correspondence.

Description :

    1. Supported Wealth Management Division VP's with administrative duties.
    2. Managed executive team calendars and client meetings.
    3. Organized international travel arrangements and processed expense reports.
    4. Established a variety of cash management accounts for international clients.
    5. Managed relationships with affiliated institutions and companies.
    6. Maintained client files and acted to resolve operational issues with client accounts.
    7. Acted as liaison between VP's and high net worth, Spanish speaking clients.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Arts