A Client Resolution Specialist works with clients and solves account issues and escalates any unresolved issues to the management. A well-drafted Client Resolution Specialist Resume describes the following core duties and responsibilities – coordinating with external vendors and solving issues, providing a response to all collection hotline complaints; researching for all complaints and recommending required action for the same, assisting management to solve all issues, maintaining records of all received letters, providing an interface with legal counsel and assisting in collection tasks, and maintaining proper documentation of all solved resolutions.
While the actual duties vary based on the type of complaints received, the needed skills are universally common and include – the ability to understand and solve general issues, strong telephone solution providing skills, customer service orientation, conflict resolution skills, and good listening abilities. Most of the job applicants have a college degree and get on-the-job training.
Headline : Highly qualified Client Resolution Specialist with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Skills : Microsoft Excel, Critical Analysis, Risk Management, Managing Multiple Task As One Time, Project Management.
Description :
Served as escalation point for over 25 nearshore service representatives.
Trained and participated in live meetings/teleconference call with 35 offshore service associates including middle managers.
Assisted over 200 UBS Branches with IRS Cost Basis Legislation for Wealth Management America clients.
Led a team of 10 on a cleanup project covering over 3.5 million transactions as part of the tax reporting team for 1099 printing.
Developed training material and standard operating procedures for the Portfolio Management Information Systems Department while on the IRS Cost Basis Initiative for a team of 65 individuals Specialist in complex system processes and pilot testing for software development and enhancements.
Collaborated with software developers to help identify, isolate, and rectify system defects and malfunctions that led to risk and compliance issues for the firm.
Improved irregular workflow problems and assisted with immediate solutions.
Experience
5-7 Years
Level
Executive
Education
Business Administration
Client Resolution Specialist Resume
Headline : Skilled at quickly learning new processes, technologies and machinery. Reliable Customer Service Representative with extensive track record in demanding sales and account management environments. Customer Service Representative who maintains a high level of professionalism, patience and efficiency to minimize customer dissatisfaction and increase customer loyalty.
Skills : Financial Services, Microsoft Suit; AML, KYC, BSA.
Description :
Collected customer feedback and made process changes to exceed customer satisfaction goals.
Accountable for all credit collections Maintained accounts receivables: claims, charge backs, inquiries, etc.
Provided accurate and appropriate information in response to customer inquiries.
Demonstrated mastery of customer service call script within specified time frames.
Developed effective relationships with all call center departments through clear communication.
Maintained up-to-date records at all times.
Delivered prompt, accurate and excellent customer service.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Client Resolution Specialist Resume
Summary : Strong analytical problem solving skills; systematic highly detail oriented; outstanding interpersonal customer service skills, Over 9 years of customer service experience, Conversant with Microsoft Office, Proven ability to communicate effectively both orally and in writing.
Skills : Customer Service, Mortgage, Loss Prevention, Sales.
Description :
Provided operational and administrative support to Wealth Management Teams, Financial Advisors and Client Service Associates in relation to Tax Forms 1099, 1042S, 5498, K-1, W-9, W-8, W-8 BEN and W-8IMY.
Provided updates to Sales Teams on UBS Tax Reporting obligations, request duplicate and corrected 1099s on behave of clients.
Trained Financial Advisors and Client Service Associates on UBS proprietary systems on various Tax Reporting functions.
Trained colleagues on the intricacies Tax Reporting of Equity Options.
Provided inbound call support for external clients on the Equity Plan Advisory Service team.
Provided support and training for our property management software.
Provided support for integrations with AMSI and Yardi.
Experience
7-10 Years
Level
Management
Education
BS In Communications
Client Resolution Specialist Resume
Headline : Seeking a challenging Client Resolution Specialist position where skill and knowledge can be utilized to full capacity in hopes of growing and advancing with a great company and providing good care and quality service to customers.
Skills : Customer Service,Data Entry,Time Management, Collections, and Admin Duties.
Description :
Supported internal and/or external Wealth Management Americas Clients in the areas of Client Support, Branch Support, Product Support and/or Key Segments.
Handled inbound calls, challenging processes and procedures, and provide ideas and suggestions to improve the client's experience.
Independently interacted with Branches to provide timely and complete resolution to inquiries/request within established time frames for the Client.
Educated Branches on IRS and firm processes and procedures.
Navigated through various internal administrative systems.
Analysed trends, identify root causes and propose solutions.
Mastered various Service Group departments, including Retirement Services, Mutual Funds, Online Services, and Technical Support.
Experience
5-7 Years
Level
Executive
Education
Diploma
Client Resolution Specialist Resume
Summary : Client Resolution Specialist with 5+ years of experience in Identifying, assessing and resolving client issues in a professional manner, Understanding the clients business needs and deliver a quality resolution in a timely manner, Monitoring all customer complaints to ensure that they are handled effectively and successfully, Handling escalated customer complaints as needed.
Skills : Help Desk, Technical Support, Client Relations, Teaching/Training.
Description :
Analysed the customer's problems to negotiate payments and applicable solutions to delinquent accounts.
Educated the customer on consequences of events.
Diffused unhappy/difficult customer when working to address their concerns and collect on delinquent accounts.
Adhered to company policies and procedures.
Provided guidance to less experience collectors in a way that develops other and builds team work.
Analysed clients 'credit availability, debt loads, and articulate potential impact on loan consumers.
Liaison-ed for multiple vendor accounts and clients' profile management Recommend strategies for loan payment solutions for positive credit ratings and recovery plans.
Experience
10+ Years
Level
Senior
Education
GED
Client Resolution Specialist Resume
Objective : To obtain a Client Resolution Specialist position within a company in which I will be required to utilize my computer knowledge, strong customer service skills, organizational abilities, and business experience.
Skills : Microsoft, Quickbooks, Customer Service.
Description :
Created and enacted Credit Consumer Market policies while ensuring regulatory compliance.
Educated clients on the different features of their investment accounts and processes.
Resolved operational issues for internal clients, provides guidance on technical inquiries for UBS products, alerts management to key trends and suggests improvements to make business easier for our branch employees.
Supervised the patient service department as well as other miscellaneous tasks requested by upper management such as preparing reports, analysing.
Helped with correcting journal entries when errors were made in the accounting steps.
Processed stock evaluations trades for multiple accounts Verify and analyze transaction and tax implications for security portfolios.
Facilitated information flow between customer service, account management operations, quality assurance, training and payroll departments to guarantee call center objectives were met.
Experience
2-5 Years
Level
Executive
Education
Masters Of Business Administration
Client Resolution Specialist Resume
Headline : Currently looking for a challenging opportunity that requires the use of my insurance, finance, and customer relations skills while allowing me to develop and advance within an organization. Experience in finance, sales, and underwriting convey, a diverse background in each industry that supplies me with a broad understanding of their operational procedures, functions, and regulations.
Assisted in the training of incoming employees resulting in higher monthly sales average Insured positive and timely job completion by assisting.
Reconciled cost basis for high and ultra-high net worth clients' accounts.
Interacted with customers via email, phone or chat to resolve their issue(s).
Documented all customer interactions accurately.
Escalated unresolved issues to the appropriate party.
Ensured account information is up-to-date and accurate.
Experience
5-7 Years
Level
Executive
Education
GED
Client Resolution Specialist Resume
Summary : Experienced in customer service procedures, administrative duties, and accounts receivable practices. Adept in negotiation,and sales experience as well as possessing the ability to work well under pressure with little to no supervision . Great at multi-tasking,organizational and utilizing time management skills.
Provided customer service to prospective customers and prospects.
Resolved client issues and complaints by identifying them, conducting research, and providing solutions.
Provided excellent customer service to clients.
Maintained a positive attitude while working in a fast-paced environment.
Worked with a team of other Client Resolution Specialists to collaborate on complex client issues.
Actively identified and pursued opportunities for improvement.
Provided technical assistance and escalation to the appropriate department when needed.
Experience
7-10 Years
Level
Management
Education
Diploma
Client Resolution Specialist Resume
Summary : Client Resolution Specialist is responsible for Resolving customer inquiries with accuracy and efficiency, Managing the queue of incoming calls, Ensuring that all customers are treated with dignity and respect, Liaising with external partners to ensure customer satisfaction.
Skills : Customer Skills, Team Work.
Description :
Actively listened to customers and respond to their needs with empathy and understanding.
Escalated customer complaints to other departments as needed.
Acted as a liaison between the customer and other departments within the company.
Followed up with customers on all escalations.
Ensured that all escalations are handled in a timely manner.
Documented all interactions with customers and escalations in a professional manner.
Communicated any account changes or recommendations to appropriate departments or team members.
Experience
7-10 Years
Level
Management
Education
GED
Client Resolution Specialist Resume
Headline : As a Client Resolution Specialist, responsible for Providing excellent customer service to all clients at all times, Ensuring that all clients are satisfied with their experience with our company, Delivering accurate status reports to management on unresolved cases and provide resolutions when necessary, and also Ensuring that all processes are followed properly for each case handled.
Skills : Planning, Interpersonal Skills, Communication Skills.
Description :
Maintained an active knowledge of company policies, procedures, and resources.
Provided exceptional customer service with a focus on building long-term relationships with customers.
Responded to inbound inquiries from customers via phone, email, chat, or social media within 2 hours of receipt.
Maintained awareness of company policies and procedures to provide accurate information and handle sensitive situations appropriately.
Resolved customer issues by following up with vendors or other internal departments for additional information, escalating issues when necessary for resolution, or taking appropriate action (e.g., issuing a refund).
Provided timely and accurate responses to clients inquiries.
Escalated issues to the appropriate team member when necessary.
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