Client Relationship Specialist Resume Samples

A Client Relationship Specialist works for companies selling products and services. The job description entails dealing with clients and fostering a healthy relationship with them. While the duties vary from company to company, the following are certain core tasks mentioned on the Client Relationship Specialist Resume – keeping the customers happy, selling products and services to the customers; dealing with customer issues; acting as the gateway of information for the customers; explaining to customers how to use the products or services; acting as a meditator for the company and client; discussing the issues the customer is facing with, and referring the customer to another source and handling escalated issues.

The nature of the job demands the following skills – strong product/service knowledge; proven work experience, a track record of meeting and exceeding targets; background in customer service, industry knowledge, experience in tracking relevant KPI’s; proficiency in MS Office; and the ability to work well with a team. A degree in marketing or Business Administration is commonly preferred.

Client Relationship Specialist Resume example

Client Relationship Specialist Resume

Summary : A well organized, detailed oriented, creative, and dependable multi-tasker. Possess strong interpersonal written and verbal communication skills with experience in public speaking and excellent client service abilities. Seeking to secure a position as a public relations/marketing professional in order to utilize administrative, marketing, and interpersonal skills with accuracy and efficiency while maintaining a motivated, productive, and goal-oriented environment for the entire professional team while maintaining extensive client loyalty.

Skills : Customer Service, Management, Underwriting, Financial Services.

Description :

    1. Built and maintained strong business relationships with the clients being the direct point of contact for any client issues and/or concerns.
    2. Worked closely with sales and credit analyst with the primary objective to increase overall client guidance line usage and efficiency.
    3. Identified gaps and communicated customer feedback to internal departments to ensure service solutions are adequate and client's demands are achieved.
    4. Facilitated internal and external information sharing within the organization.
    5. Strengthened client relationships to ensure client satisfaction.
    6. Conferred with customers by telephone, in person, or via email to provide information about products or services and funding opportunities such as same day funding, preferred lender funding, and extended funding schedules.
    7. Scheduled and performed operations Training for new lenders and lenders' new staff members on Funding systems, processes, and policies.
    8. Performed background checks for new lender employees and provides user access to the WLS system.
    9. Assisted customers with WLS issues and helping facilitate their loan process ensuring that loans received for funding are processed and delivered to closing agents in a timely manner.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA in Marketing


Client Relationship Specialist Resume

Summary : Dedicated to exceeding client expectations, maintaining strong, successful working relationships with customers, as well as achieving positive outcomes that benefit the company. Create and support client retention strategies for the existing customer base and for new customers, utilizing excellent communication techniques.

Skills : Business Development/Analytics.

Description :

    1. Maintained knowledge of banking products and distribution to provide optimal service support.
    2. Coordinated with teams and assisted clients in providing optimal financial advice on various banking products.
    3. Monitored client requirements, identified prospective opportunities, and assisted in increasing revenue.
    4. Developed and maintained bank revenue goals.
    5. Managed all product inquiries for clients and provided direct and indirect solutions.
    6. Designed strategies to retain present businesses and for acquiring prospective clients.
    7. Coordinated with account executives and provided required feedback.
    8. Evaluated pipeline and ensured maximum rates for clients.
    9. Monitored appraisal inbox and reviewed appraisal.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA (Economics And Finance)


Client Relationship Specialist Resume

Summary : Seeking to contribute to a progressive corporation where years of successful business knowledge will be a strong asset.

Skills : Management, Business Development, Client Services, Account Management, Online Travel, Global Tourism, Hospitality, E-commerce, Nonprofit, Arabic Translation, Localization.

Description :

    1. Represented the Clarins brand by collaborating with Retail Business Managers and Staff Beauty Advisors to identify the opportunities to grow the business through events and promotions while providing great customer service with integrity.
    2. Provided advice that the client can trust and offer products that clients will use and love while maintaining a strong retailer relationship.
    3. Worked alongside Beauty Managers and staff to achieve selling goals.
    4. Increased business volume through non-event days.
    5. Met productivity expectations, 100% sales targets.
    6. Provided service beyond expectation.
    7. Motivated, mentored, and coached all future professionals in customer-focused services as well as create a rich learning experience on the clinic floor.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Vocational in Technical

Client Relationship Specialist Resume

Summary : Long term, career position in a team-oriented corporate environment. Open to new paths in the Finance Industry. A position with a stable company and the ability to excel is most desirable. Detail-oriented professional with solid experience managing mortgage loans. Demonstrated ability to maintain good relationships with clients, real estate agents, and seniors to ensure timely processing and submission of applications.

Skills : Customer Relations, Credit Analysis, Customer Service, Computer, Time Management, Multi-Tasking, Team Oriented.

Description :

    1. Monitored a pipeline of active loans by Retail, Wholesale, and Prior Approved Correspondent clients.
    2. Processed and prepared for closing retail mortgage loans (conventional and government, purchase, and refinance) under various loan programs in accordance with policies & procedures.
    3. Upon completion of File Intake, welcomed client to Stonegate via outbound calls, informing the client of any additional items needed to proceed with the loan.
    4. Explained what the next steps are for the loan file, i.e.when it would be submitted to Underwriting, and when a decision should be expected.
    5. Upon an underwriting decision rendered, communicated, and worked with the client to understand conditions on suspended or approved loans.
    6. Reviewed the submitted conditions received for accuracy, for the Underwriter.
    7. Cleared underwriting conditions and issued clear-to-close for CONV/USDA/ FHA/VA loans.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA in Finance & Management

Client Relationship Specialist Resume

Objective : Dedicated, reliable customer service professional offering: Over 20 years of customer/guest experience in many settings including a utility call center, hotels, restaurants Over 10 years in management/supervisory roles Commitment to excellent customer service with the ability to build relationships, resolve complex issues and increase customer loyalty.

Skills : Proficient With Microsoft Word, Excel, And Powerpoint. Excellent Relationship Building Demonstrated In Multiple Fields. Familiar With Project Management.

Description :

    1. Answered all calls and scheduling appointments for busy/growing veterinary practice.
    2. Greeted clients, check-in/check outpatients, the controlled flow of workday for techs and doctors.
    3. Responded/triaged emergencies with a calm demeanor to help alleviate owners' fears/worries.
    4. Maintained lobby, treatment rooms, and grooming facilities to ensure cleanliness.
    5. Responsible for cash handling and balancing books for the end of the day.
    6. Able to help the practice grow by 30% in less than a year's time.
    7. Able to turn a possible negative client experience around to ensure the client would return.
    8. Learned most aspects of veterinary practice in a very short amount of time.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BS in Journalism and Political Science

Client Relationship Specialist Resume

Objective : 10+ years of financial service management experience. Proficient at training, development, and talent retention in a call center environment. Trained in fraud detection techniques, experience analyzing and reviewing to determine acceptability.

Skills : Verbal and Written Communications.

Description :

    1. Oversaw special projects for software systems including data integration, Single Sign-On options, credit card integrations, and feature developments.
    2. Reviewed requirements for feature developments and work with developer and design teams to determine necessary LOE.
    3. Provided quotation estimates for clients interested in special services.
    4. Wrote a contract for special services including defined features and timelines as well as expected costs.
    5. Promoted from Client Relationship Specialist after working part-time to assist Professional Services manager for one year.
    6. Lead project manager for a software platform designed to collect employment data for higher education institutions.
    7. Managed client accounts totaling $591,000 in annual revenue and achieved a 97% client retention goal in just over six months.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BA in Liberal Studies

Client Relationship Specialist Resume

Headline : Dedicated professional with a bachelor's degree looking to obtain a challenging position that will allow the use and growth of problem-solving abilities, administrative skills, interpersonal abilities, management skills, and career advancement. Look forward to working with a company that promotes quality products and services, and provides with the opportunity to meet and exceed assigned goals, while growing professionally and personally within the organization.

Skills : Experienced Relationship Builder, Public Speaking, Problem Solver.

Description :

    1. Managed the financial planner's calendar for all appointments including clients, office, and personal.
    2. Prepared presentations for client meetings using excel, word, and PowerPoint format.
    3. Handled all travel needs; air, train, hotel, and car.
    4. Created and distribute weekly market review reports to all clients.
    5. Updated client profiles on the company database on a weekly basis.
    6. Supported all office personnel with various administrative requirements.
    7. Tracked and order supplies for the office.
    8. Streamlined the process of setting up and tracking client reviews during the year.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BBA

Client Relationship Specialist Resume

Headline : An astute professional with 16 years of financial industry experience. Strong background in financial sales and planning, along with front- and back-office support. Thrives in pressure-filled environments and strongly self-motivated. User and innovator of technology with a reputation for creative problem solving, impeccable client service, and new business acquisition.

Skills : Microsoft Office, Multiple CRM's.

Description :

    1. Assisted Advisors with service existing and potential clients.
    2. Created a strong working relationship with clients and their advisors.
    3. Sit in on meetings with clients and potential clients.
    4. Accompanied advisors out in the field at various marketing events to help acquire clients.
    5. Addressed any client concerns over the phone, through email, or in person.
    6. Assisted clients with moving money between their deferred comp accounts and their self-directed accounts.
    7. Completed various projects as assigned by the Chief Operations Officer.
    8. Provided advice and input during client meetings.
    9. Assisted in maintaining client and prospect information through Salesforce (CRM).
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Client Relationship Specialist Resume

Objective : Business Professional, where proven strengths in the areas of attention to detail, persuasive communications, and problem-solving will significantly contribute to an organization's profitability by effectively resolving customer concerns, along with the development and implementation of processes that will result in improved customer retention.

Skills : Spanish, Mandarin Chinese.

Description :

    1. Senior point-of-contact for VIP clients and internal operations, specializing in conflict and system issue resolution.
    2. Provided superior support to all customers, while directly managing accounts with revenue totaling approximately 1 million dollars.
    3. Facilitated coordination with internal departments and IT, support teams, to solve issues quickly and efficiently.
    4. Execution of special projects designed to improve client experience and increase client retention.
    5. Evaluated existing procedures and partner with internal teams and clients to create streamlined procedures to fit the needs of both the client and employees.
    6. Provided informal coaching to client relations team in order to improve efficiency and performance Improved consistency, organization, and overall client satisfaction through the creation of a cohesive client relations training guide.
    7. Responsible for new hire education in order to maintain high levels of professionalism and cohesiveness in all interactions with major accounts.
    8. Maintained previous roles and all associated responsibilities.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS in Marketing, Management

Client Relationship Specialist Resume

Objective : An adaptable and enthusiastic individual who takes great pride in her work. Communicates well at all levels and is able to form working relationships quickly with a wide range of people. Possesses excellent computer skills, excellent cross-cultural understanding, and is ready to succeed.

Skills : Microsoft: Excel, Access; Social Media for Businesses/Non-Profits; Press Releases; Light HTML CodeUS Bank Systems: Hogan, AFS, LQAS, CLW, RETECHS, Sharepoint.

Description :

    1. Conducted individual financial analysis to determine appropriate loan and credit options.
    2. Responded to all customer queries and issues after performing appropriate research.
    3. Maintained strict confidentiality for all client information.
    4. Maintained and updated office process reports on a regular basis.
    5. Updated high-value profiles and portfolios for important clients.
    6. Rapidly and efficiently prepared customer and ATM cash and change orders Maintained friendly and professional customer interactions Advised clients on the mortgage, educational, and personal loans.
    7. Processed exchange and foreign currency.
    8. Sold cashier's checks, traveler's checks, and money orders.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS in Nursing