Client Relations Representative Resume Samples

A Client Relations Representative will create and nurture a long-term relationship with the company’s customers. Resolving client issues and maintaining a positive relationship with the client is the main job description for this role. The major tasks that are listed on the Client Relations Representative Resume include – building relationships with key employees, creating plans for addressing client’s needs, advising clients on indulging in profitable businesses, acting as point of contact, helping sales team in overcrossing quota, studying competitors moves and trends, setting sales and revenue targets and carrying out all other tasks as assigned.

The following requirements are commonly needed for this post – proven track record of meeting targets, customer service knowledge and experience, experience in relevant KPI’s, proficiency in MS Office, excellent negotiation skills, and knowledge of CRM platform. A Bachelor’s degree in any of the business-related fields is commonly seen on most of the resumes.

Client Relations Representative Resume example

Client Relations Representative Resume

Summary : Over 20 plus years as an Administrative Assistant, answering phones, typing reports, ordering office supplies, creating data discs, formatting excel spreadsheet and word documents, updating employees schedules, expense reports, flight information; filing, mail distribution and other miscellaneous office duties,

Skills : Microsoft Office, animal intelligence, excell, excellent customer service representative, computer savvy.

Description :

    1. Strictly adhere to client and business guidelines for preservation work.
    2. Run and analyze inspection and preservation reports.
    3. Review client account and Safeguard updates to determine if additional preservation work is needed.
    4. Review contractor updates to determine if property damages, claims, and legal issues are being reported, documented and escalated properly.
    5. Professionally communicate with client and/or broker on accounts where business rules may not apply or are easily identifiable.
    6. Review violations and citations on a property, according to city/state codes and take appropriate actions to remedy the issue.
    7. Act as a go-to person for our client in regards to questions on proper procedures, time frames, invoicing, work completed, and specific issues that arise on a daily basis.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Cosmetology


Sr. Client Relations Representative Resume

Summary : Substantial experience in banking, specializing in loan processing and customer service. Detail oriented, team player, with strong organizational and communication skills.

Skills : Customer Service, Account Management, Call Center, Contract Management, Process Improvement.

Description :

    1. Managed inbound status calls for various departments within the company.
    2. Effectively interacted with sales field employees, internal colleagues and other divisions and customers.
    3. Scheduled closing appointments resulting in $6 Million of scheduled closings per month.
    4. Addressed over 100 calls per day for various departments while also resolving escalated issues, which may arise during a call on a daily basis.
    5. Introduced various products such as up-selling loan/line amounts, making counteroffer decisions, introducing assurance products.
    6. Verified information for wire and auto deduction features, and promotion of checking or savings accounts.
    7. Notified internal colleagues of urgent matters impacting the customers, updated system with detailed notes.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Paralegal Studies


Jr. Client Relations Representative Resume

Summary : Exceptionally dedicated and highly motivated professional leader with a superb record of student support and satisfaction. Expert in explaining complicated program curriculum requirements to a diverse student population. Collaborate with colleagues across departments to ensure a consistently outstanding educational experience for our deserving students.

Skills : Microsoft Office Word, Excel, Access, Powerpoint, Typing 60 wpm, Research.

Description :

    1. Handle incoming calls from client banks, fulfill their requests for information on card industry matters, and facilitate problem resolution.
    2. Promote products and services with the end goal of ensuring client satisfaction.
    3. Complete, submit credit card fraud claims at the request of the bank and/or on behalf of the account holder.
    4. Record, distribute and track leads for products and services.
    5. Proactively solicit client feedback to improve services.
    6. Manage and maintain current business relationships and seek/cultivate new sales opportunities/accounts.
    7. Provide individual clients with details and relevant information about the financial services and products offered.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor's

Client Relations Representative III Resume

Objective : Results-oriented customer service representative with a diverse background in management and customer service. Dedicated to provided excellent service,superior computer skills and phone etiquette who maintains a high level of professionalism.

Skills : Outlook, Microsoft applications,standard office equipment, SharePoint, Mangement, Administrative, sales,.

Description :

    1. Created inquires and invoices for all students regarding semester tuition.
    2. Assisted in counseling students with the completion of 1098t tax forms.
    3. Facilitated financial education orientations to inform students and parents of funding options, tuition rates, and payment plans.
    4. Resolved refund and payment issues to correct students' account to help avoid disruption of enrollment working with third party agencies.
    5. Created surveys and questionnaires to support the customer service improvement initiatives.
    6. Supported collection efforts by working with third party agencies to track status of students' accounts.
    7. Provided administrative support such as filing, faxing, sorting mail, answering phones and inventory.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Psychology

Client Relations Representative II Resume

Summary : To be an active employee who contributes to the Mission, Vision, and Values of the company, and to interact, on a professional level with other employees.

Skills : Microsoft Office, Fire Safety, Medical Terminology, Customer Relationship Management, Customer Services, Administrative Assistant, Administrative Support, Account Management.

Description :

    1. Maintaining and updating accounts with collected notes Works with other departments to improve processes and quality of client interaction.
    2. Facilitate customer satisfaction in keeping with business objectives and practices.
    3. Provide backup support for the processing of voicemails, and name changes.
    4. Follow through on request for materials or additional information, as appropriate.
    5. Troubleshoot system errors with members that are having login problems on the website & on their computer.
    6. Process mailing request of lapel pins to our domestic & international HR Professionals.
    7. Update HR certification designations, (PHR/SPHR/GPHR/CA/HRMP/HRBP) on the system (SHRM) database.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Client Relations Representative I Resume

Summary : Recognized strengths in organization, problem-solving and troubleshooting to avoid problems in the first place. Ability to provide support for complex and time sensitive projects as well as routine duties.

Skills : Customer service, Software support.

Description :

    1. Responded to client needs and maintained record of account information changes.
    2. Successfully established a system for record retention by creating a database to track monthly date.
    3. Responsible for data verification and creation of monthly reports for records and closed terminated records.
    4. Contributed to preparation and distribution of monthly revenue to investors.
    5. Posted monthly reports and correspondence to company website.
    6. Researched and compiled statistical information for special reports.
    7. Updated Standard Operating Procedures and database to reflect current practices.
    8. Developed an effective filing system to accelerate paperwork processing.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma In Business

Client Relations Representative II Resume

Summary : Legal Secretary who thrives in a professional business environment. Driven to maintain ethical standards while providing top-notch assistance to attorneys and clients.

Skills : Financial Accounting, Bookkeeping, Microsoft Excel, Microsoft Word, Tax Accounting, Auditing, Accounting Information Systems.

Description :

    1. Supported a team of attorneys in intellectual property law.
    2. Transcription of trial discoveries, and various legal notices.
    3. Organized, updated, and maintained legal files.
    4. Updated and maintained the client, and potential client contact list.
    5. Managed the development of new brand and marketing materials for intellectual property law firm.
    6. Created new marketing strategies; increased new growth opportunities for existing accounts.
    7. Attended trade shows and venture forums to develop new sponsorship opportunities.
    8. Updated and maintained all promotional social media accounts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BA In Psychology

Client Relations Representative/Executive Resume

Objective : Conscientious, detail-minded professional with over ten years experience as a teller for both retail and commercial banking services.

Skills : Direct Marketing, Marketing, Data Entry, Sales, Sales, Google Analytics, HTML, Wordpress, Recruiting, Recruiting, Training, Team Building.

Description :

    1. Process service requests immediately as they come in via phone, fax, and email.
    2. Use multiple computer programs to find client and partner information.
    3. Issue service requests to partner company.
    4. Document service requests on client account.
    5. Follow up within 72 hours to ensure service has been provided and client issues resolved.
    6. Follow up on client approvals, and maintenance of client websites.
    7. Perform collection calls, reach out for payment on past due payments, correct miss applied payments.
    8. Receive and process write off and credit memos.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Client Relations Representative/Coordinator Resume

Objective : Track record of contributions in loan production, processing, underwriting, pipeline management, training program development, and problem resolution. Proven ability to cultivate and capitalize on long-term relationships. Extremely strong work ethic and attention to detail.

Skills : Proficient in Microsoft Office, Word, Excel, PowerPoint.

Description :

    1. Initial contact for new and existing clients of the bank in transacting accounts.
    2. Accept and accurately process all financial service transactions.
    3. Develop and maintain a working knowledge of financial products and services.
    4. Maintain responsibility for cash drawer and balancing procedures.
    5. Act as a resource in identifying client servicing issues so that resolutions can occur.
    6. Perform teller duties and act as head teller back up.
    7. Ensure complex sales activities/opportunities.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Child Development

Client Relations Representative Resume

Objective : To obtain a position that will utilize both customer service and interpersonal skills. Ability to multi-task; self-starter with a can-do attitude. Can consistently produce, even in a high stress environment.

Skills : Client Associate, Client Specialist.

Description :

    1. Senior Representative in a fast paced, high-volume call center.
    2. Assisted in training new employees and associates.
    3. Resolved customer complaints and billing issues.
    4. Followed up with clients daily to ensure all inquiries were handled in a timely manner.
    5. Provided support to sales team, ensuring all sales and service objectives were met.
    6. Performed Quality Assurance duties for sales team.
    7. Monitored and evaluated quality of incoming and outgoing sales calls.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Public Communication