Client Service Advisor Resume Samples

The main duty of a Client Service Advisor is to manage the client and handle the communication process with them. The job description entails interacting with the professionals directly and fostering relationships. Common duties associated with this role are listed on the Client Service Advisor Resume as – providing quality service to customers; increasing the revenue of the company through increased sales; handling inquiries; answering incoming calls, offering custom products and services, updating client accounts; and processing customer correspondence.

The nature of the job demands the following skills and abilities – knowledge of handling customer queries; skill with relevant software; managing stress; being sales-oriented; strong written and verbal communication skills; and knowledge of meeting targets. Employers require the minimum qualification of a degree in fields such as communication or marketing or sales.

Client Service Advisor Resume example

Client Service Advisor Resume

Objective : Vast years of Customer service experience in different fields. Has worked within the call center realm within the financial industry. Developing and maintaining sales materials and current product knowledge.

Skills : Microsoft Office, Salesforce, HRIS, Customer Service, Account Management.

Description :

    1. Presented and sold company products and services to current and potential clients.
    2. Followed up on new leads and referrals resulting from field activity.
    3. Identified sales prospects and contact these and other accounts as assigned.
    4. Prepared presentations, proposals, and sales contracts.
    5. Established and maintained current client and potential client relationships.
    6. Prepared paperwork to activate and maintain contract services.
    7. Managed account services through quality checks and another follow-up.
    8. Identified and resolved client concerns.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA in Economics


Client Service Advisor Resume

Headline : Extensive knowledge of fixed income securities and equity products and recognized for delivering superior service to both clients and other team members. A Registered Representative holding both Series 7 & 63 licenses. Results-oriented and highly analytical, exceptionally resourceful with a laser-like focus on detail.

Skills : Microsoft Office, Internet, Administrative, Public Speaking.

Description :

    1. Served as the initial point of contact for inbound client requests and questions regarding 401k products.
    2. Trained extensively in 401k to keep up with current regulations for 401k plans.
    3. Resolved issues related to service systems and record-keeping maintenance.
    4. Communicated regulations and changes associated with the client's product.
    5. Guided customers to appropriate staff when necessary.
    6. Created and maintained accurate customer information within the database.
    7. Made occasional outbound contact calls to strengthen client relationships and resolve underlying concerns.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA in Interpersonal & Organizational Communications


Client Service Advisor Resume

Objective : Obtain a full-time position with Specialized as a Content Marketing Specialist utilizing communication, organizational, and problem-solving skills. Providing technical customer support for hospitals and doctor offices as it related to electronic remittance retrievals and payment postings for patient accounts.

Skills : Microsoft, Excel, Powerpoint, Payroll, Human Resources, Management, Recruiting, Scheduling, Budget Management.

Description :

    1. Responsible for providing excellent client support.
    2. Responsible for new user's website access; creating/resetting passwords.
    3. Responsible for authenticating, logging, and troubleshooting client issues.
    4. Responsible for assigning all new issues and requests to Web Support associates.
    5. Provided continuous training and assistance to Web Support associates.
    6. Responsible for ensuring the successful downloading, processing, and posting of the electronic remittance advice.
    7. Provided continuous training to the ERS coordinators.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Certification In Middle Grades Math

Client Service Advisor Resume

Summary : Accomplished and integrity driven professional offering over 20 years of experience and a strong track record in the areas of Operations, Project Management, Process Improvement, and Compliance. Ability to work in a team environment ensuring all interactions proves effectively efficient for optimum satisfaction.

Skills : Excel, Word, Account Management.

Description :

    1. Responsible for successfully managing client portfolios for Premier, National and Midmarket Verticals.
    2. Assured client satisfaction by maintaining an overall operational relationship.
    3. Acted as the primary liaison between the clients and internal departments to communicate, investigate, and resolve issues with varying levels of complexity.
    4. Researched and tactfully responded to client inquiries regarding transaction processing, settlement, chargebacks, compliance, and network issues.
    5. Proactively performed monthly account audits to maintain pricing integrity to ensure contractual fees are billed accurately.
    6. Facilitated client training process as it relates to platform applications/ requirements, product functionality, and association releases.
    7. Ensured complete and prompt resolution for moderate to complex operational matters from clients directly and other areas within First Data; track results via SalesForce/ CCWP.
    8. Consistently analyze and monitored the client's processing trends to identify and implement strategies for operational efficiency and cost savings; assist in platform and terminal conversions projects.
    9. Provided ongoing relationship development through proactive verbal and written contact with the client in order to increase revenue retention and client satisfaction.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA in Business Administration

Client Service Advisor Resume

Summary : Seeks to obtain a Client Service Advisor position focusing on utilizing coordinator, case management, and customer service skills while giving respect at all times, achieving self-sufficiency to clients.

Skills : Typing, Windows 95, 98, XP, Vista, and 7, Mac OS X, Word Perfect, Microsoft Word, Microsoft Excel, Microsoft Outlook, Bloomberg System, Reuters Plus, Finite, Microfiche, and Microfilm.

Description :

    1. Opened new accounts, inputting and closing car loans, home equity lines of credit, credit cards, performing daily deposit and cash checking transactions, maintain the vault, and give exceptional client service.
    2. Made sure they are in the correct product and getting the most for their money that we can offer.
    3. Answered all of their questions.
    4. Inputted and closed home equity lines of credit, credit cards, home improvement loans, and certificates of deposit, making sure that the client is utilizing the best product that we have.
    5. Increased sales by providing outstanding customer service to client base regarding maintenance due and repairs needed.
    6. Provided top-level administrative and personal assistance to the Financial Advisors and their clients. 
    7. Maintained professional client relationships.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA in Economics

Client Service Advisor Resume

Headline : Seeks to obtain a challenging Client Service Advisor position where one can apply and expand knowledge in the business and banking industry. Researching wires, ACH, Electronic Funds, and Drafts for the Office of Foreign Assets and Control (OFAC) unit.

Skills : Scheduling, Event Planning, POS Programming, File Builds, Data-Extraction, Data Entry, Public Speaking, Mentoring.

Description :

    1. Assisted corporate and commercial clients with different cash management products and services offered by the bank.
    2. Discovered new sales opportunities and created sales referrals.
    3. Responded efficiently to client emails and calls for inquiries about various commercial account activities.
    4. Processed account maintenance updates and new account setup requests for clients while obtaining proper legal documentation.
    5. Helped other bank employees with questions regarding treasury services.
    6. Researched wires, ACH, Electronic Funds, and Drafts for the Anti Money Laundering (AML) unit.
    7. Completed account confirmations for BMO Harris clients as an auditing service.
    8. Managed client relationships by promptly updating clients and servicing their needs.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA in Visual Marketing

Client Service Advisor Resume

Summary : Seeks to obtain a fast-paced, engaging, team-oriented position where one can keep growing upward in career and continue learning in the business, financial, and human resources industries.

Skills : Customer Service Typing: 45wpm Strong Organization Excellent Interpersonal, Office Etiquette And Phone Manners Software: Microsoft Office Software: Vinsolution, FSD, Cubs.

Description :

    1. Responsible for navigating, researching, and/or escalating a variety of client service and/or operational inquiries.
    2. Coordinated with a team of internal and/or vendor supported colleagues, accountable for quarterbacking and delivering a one-stop client experience by ensuring that all documents are prepped for the Relationship Advisor groups and are submitted in a timely manner to deposit operations.
    3. Demonstrated experience in relationship management.
    4. Identified client problems/issues, identifying product and services cross-sell opportunities, and influencing the adoption of our new online platform.
    5. Accountability for understanding and adhering to bank policies, procedures, and legal and compliance requirements are critical components.
    6. Extended hours may be required during peak workloads, special projects, or global product implementations.
    7. Business continuity/emergency contingency planning strategy may require availability when offsite.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
A.S Degree/Certificate Business in Business

Client Service Advisor Resume

Headline : Motivated, personable business professional with the ability to quickly solve complex situations while maintaining a positive attitude. Work well with individuals of diversified backgrounds.

Skills : Accounting Clerk Certificate, Basic Accounting Clerk Award, Marketable Achievement.

Description :

    1. Received inbound calls from employees and employers in regards to benefit enrollment.
    2. Answered questions related to dependent eligibility, plan eligibility, and company benefits.
    3. Assisted employees/employers with Life Benefits and Retirement Benefits.
    4. Handled employee and employer inquiries in regards to payroll deductions, PTO, and FMLA.
    5. Assisted COBRA participants with COBRA enrollment, participation timeline extensions, and payment and billing inquiries.
    6. Clerical support to the pension and 401k department.
    7. Trained and coached new team members on a computer system, daily work activities, company, and departmental standards.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Management
Education
Education
Computer Information Systems

Client Service Advisor Resume

Objective : Seeks to obtain a Client Service Advisor position where one can utilize professional and educational skills in order to enhance the overall mission of the organization while reaching personal and professional accomplishments.

Skills : Customer Service, Administrative, Administrative, Purchasing, Advising, Microsoft Office, Microsoft Outlook, Blackboard, Blackboard, CRM, Client Services, Call Center, Call Center, Client Relations, Facebook, Media Relations, Self-Motivated, Intellectual Property, Education, Education.

Description :

    1. Advised clients on laws in relation to international patents and renewals.
    2. Processed request for patent renewals.
    3. Opened accounts, closed accounts, and Reset account passwords.
    4. Processed budget reports, cost schedules, and client portfolios.
    5. Updated client account information.
    6. Processed payments.
    7. Presented total advertising solution strategies to generate more traffic to the business.
    8. Developed individualized presentations and marketing strategies based on the clients' needs and goals.
    9. Educated clients on the benefits of digital and print advertising and acquire new clients through cold calling, prospecting, and networking.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MA in Religious Education

Client Service Advisor Resume

Headline : Highly motivated, punctual, extremely driven to exceed company and personal goals. Work independently, prioritize work, meet daily deadlines in a fast-paced environment with exceptional attention to detail. Accomplished in new business development. Very supportive in encouraging teamwork with the ability to motivate other employees.

Skills : 65 Wpm, 10-key By Touch, 12,800 Numeric Ksph, 8,300 Alpha Numeric Ksph, Proficient Microsoft Office Suites, Cognos, Kronos.

Description :

    1. Evaluated the client's current advertising strategy, target market, and business goals.
    2. Presented alternative advertising design layouts and offer recommendations.
    3. Provided proposals and specific marketing strategies for approval from the customer's marketing department, advertising agencies, or other consultants.
    4. Entered client order information into date base, update accounts with accurate deadlines, completion of all stages of lead follow-up, quoting, order processing to ensure accurate records and efficient communication between sales staff and company departments, and created reports to management.
    5. Traveled throughout the state servicing existing clients while cold calling and developing new business.
    6. Assisted clients interested in refinancing mortgage loans.
    7. Worked on the phone and computer simultaneously.
    8. Qualified clients, and transferred the call and data accordingly.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MA