Client Service Analyst Resume Samples

Typically a Client Service Analyst job is to work for the financial sector and ascertain the best investment for the company/clients. Responsibilities for this position would include identifying, measuring, tracking, resolving and drafting reports on the requested issue or specifications. Some of the chief objectives of this role are also to develop and analyze the trends and facilitate smooth product improvement. This position requires a Client Services Analyst to monitor clients’ portfolio, increase earnings, reduce risk, create and develop market strategies and follow up with new leads.

Generally, to fill this post, hiring authorities would prefer a Client Services Analyst Resume that has a Bachelors degree in it, however individuals specialized in fields like finance, marketing, Business, and Administration can seek a career as Client Services Analyst.

Client Service Analyst II Resume

Summary : Self-motivated, detail oriented Client Service Analyst with 8 years experience in Human Resources Information System (HRIS) and Health & Benefits (H&B) lines of business.

Skills : Client Services, HRIS, Sequel, Peoplesoft, Excel

Description :

  • Reviews and researches participant service requests regarding health and welfare plans, enrollment and plan details. Provides expert solutions for all inquiries in a timely manner per client requirements to meet Sla's.
  • Analyzes ongoing carrier files and collaborates with vendor contacts to accurately record employee data. Closely partners with vendors to create best practices and requirement updates for passing participant data via regular, ongoing files.
  • Monthly peer review and delivery of carrier premium reports, including analysis of employee data, plan rates, administrator fees, and head counts to ensure systems are accurately calculating financial details. Reviews and provides approval of internal billing details for the client.
  • Researches payroll inquiries and ensure correct deductions are passing to the client's Hr team via a weekly file feed. Peer review of payroll data with SQL's and close evaluation of employee records.
  • Assists management in creating accurate client facing process flows in addition to writing standard operating procedures (sop's).
  • Participates in system and web testing preparation for open enrollment. Testing includes the participant facing web view and the transfer of data to benefits workstation.
  • Develops and conducts training sessions for the participant services team to ensure incoming service center calls are handled with efficiency and accuracy.
  • Represented the client services team in the implementation project to transition to a new cobra and direct bill vendor. 
Years of Experience
Experience
7-10 Years
Experience Level
Level
Executive
Education
Education
B.A

Client Service Analyst II Resume

Summary : Over 8 years experiences as a Pension Analyst/Client Service Analyst. I have experience with client conversions and analyzing data and testing files. I'm currently looking for data analyst roles, software implementation, data implementation, benefits supervisor.

Skills : Microsoft Office Suite; Lotus Notes; Various HRIS Applications

Description :

  • Discovered and reported any issues with forms and documentation and submitted it to the development team to fix and tested the changes after wards before moving them into production.
  • Test and analyze system configuration against requirement documents during implementation and administration.
  • Used database tools to set up a client's healthcare & group benefits database; define data fields, import data, design screens and create queries and reports.
  • Talk, email and speak with client's team on a weekly basis to discuss items on the agenda and upcoming projects and tasks that need to be completed.
  • Perform manual calculations such as 409a, qdros, serps, frozen cash balance.
  • Train offshore team to understand company processes and review the quality of work performed.
  • Run daily and monthly reports and provide analysis to client services manager.
  • Oversaw and managed entire defined benefit side of business for client.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
B.S


Client Service Senior Analyst Resume

Headline : Committed Information Technology professional with 6+ years of experience in Client Service and an expert problem solver with strong organizational skills. Gather and analyze client and business requirements ensuring the best service to both sides of the spectrum are delivered.

Skills : MS Excel, SQL, Javascript

Description :

  • Liaison between the IT vendor and all business departments for the corporate office. Provided business critical it services and implemented vendor support by managing the onboarding process for the new york office removing vendor obstacles.
  • Interfaced exclusively with senior VPS and c-suite executives including the CEO to provide technical guidance and support.
  • Interacted closely with end users, technical team and account managers to evaluate their specifications and requirements and specifications and to meet deadlines.
  • Ensured that the client services vendor operated effectively using ITIL processes (incident management, asset management).
  • Provided guidance to our on-site technicians regarding processes and solutions for technical issues and escalations.
  • Monitored and analyzed SLA daily reports to ensure our partners were providing the utmost service to our customers.
  • Worked with the business to proactively identify issues and provide solutions by looking for patterns of repetitive tasks and take corrective action.
  • Created and modified instructional documentation using knowledge management to streamline processes for faster resolutions.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Senior
Education
Education
B.S

Client Service Analyst II (Insurance) Resume

Summary : Detail oriented professional with overall experience of 10 years in IT Industry as operations Analyst and 7 years as Client Service Analyst and proven his ability to analyze and develop recommendations.

Skills : C++, JAVA, MS OFFICE, SQL,Lean Six Sigma Principles , Microsoft Access, Visual Basic, Microsoft PowerPoint, Visio, Word, and Excel.

Description :

  • Facilitate technical projects while meeting critical project milestones.Design and implement cost effective process improvement through creative and innovative thinking.
  • Develop system enhancements based on internal and external customer feedback.
  • Deliver detailed written communications regarding project status and closure.
  • Serve as the source of knowledge for internal and external clients regarding programs.
  • Created operational reporting to identify business needs over an extended period of time.
  • Resolved and monitored system related issues; generated test cases for user acceptance testing.
  • Provided analysis to identify business trends while making recommendations on best practices; utilized lean six sigma concepts to evaluate inefficiencies in process flows.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Executive
Education
Education
B.B.A


Client Service Analyst (HR) Resume

Summary : Client Service Analyst Professional who uses technical, analytical, and business skills to promote profitable opportunities and customer satisfaction. Implements, manages, and organizes short and long term projects. Strengthens and adapts documentation and organization to establish streamlined processes. Organized professional with strong adaptability for multi-tasking.

Skills : SQL / Query Analyzer ,HR/PR Web MS Word, MS Excel, MS PowerPoint, MS Outlook, MS Access, C++ ,Visual Basic .

Description :

  • Provided as a second level resource for the first level support team. Als a primary resource for self-service and benefit support directly with clients.
  • Provides system error resolution using SQL, reports, and other system tools.
  • Assists in identify root cause of problems manages and resolves complex issues in a constantly changing technical environment.
  • Acts as a primary point-of-contact during the entire implementation process of the Hr/payroll products.
  • Facilitates customer meetings using agenda's and timelines to keep parties on track.
  • Client services analyst: provide first level and primary account support to clients for Hr/payroll web, Hr/payroll latitude, and HPAS SQL.
  • Coordinates open incidents and follows up to ensure all customer issues are resolved promptly in an effort to provide world class service.
  • Uses customer focused telephone skills to build customer confidence in ceridian services and their own ability to use ceridian products and services.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.A

Benefits Client Service Analyst Resume

Summary : To obtain a position in Client Service Management utilizing abilities developed through my extensive 10+ experience which will offer a variety of challenges and responsibilities where my capabilities and skills can be fully utilized.

Skills : Microsoft Office, SAP

Description :

  • Utilizes Microsoft excel to generate, export, compare and manipulate data on large spreadsheets for reporting purposes.
  • Possesses the ability to manage multiple project items that are deadline oriented within a fast paced environment.
  • Served as a co-project lead for a pension plan implementation where data was converted between different databases.
  • Acquainted with building test plans and expected result scenarios for client implementations and ongoing administrative plan amendments and/or updates.
  • Writes and queries SQL to extract specific and pertinent data for review, and/or testing purposes.
  • Experience with reading and interpreting extensive plan documents and summary plan descriptions for pension and health and benefit plans.
  • Assist with ssae16 audits and pension plan valuations by executing data jobs, extracting, converting, and organizing data that is clean for our consulting group.
  • Facilitates and administrates health and benefit functions as it relates to Medicare, medical premiums, life events and annual enrollment.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
HR

CLIENT SERVICES ANALYST-Technology Resume

Summary : Seeking an opportunity with 9+ years of experience to integrate my skills in client services, banking operations, quality assurance, and implementation within an environment geared towards providing financial solutions and Research.

Skills : Banking Software, Premier Systems Navigator, Depcon Print Controller, Daptive PPM, Facets Premier Systems, Enterprise Content Manager

Description :

  • Ensured clients were in compliance with laws and regulations related to FDIC (limits and insurance), in preparation for frequent audits.
  • Helped clients set up parameters to specifications and demonstrated account setup processes that complied with accurate calculations, insured & uninsured deposit account limits, institutional billing statements, notices, interest, service charge calculations, reports, and other options.
  • Paperless items (ACH) and tracked international transactions via the office of foreign asset control (OFAC) reporting.
  • Retirement reporting for Ira (consolidated retirement account information).
  • Provided technical support for banking software applications and modules that resulted in errors due to demand deposits, savings, certificates of deposits, and safe deposit boxes.
  • Managed projects in facets and Daptive PPM and provided quality assurance for new product releases, new installations, and modifications and ensured software complied with annual government regulations in which test scenarios were created, and tested.
  • Reconciled various ledgers such as federal reserve accounts, analysis accounts, banks statement of condition (full integration of all GL accounts), general ledgers and cash letters.
  • Handled year-end IRS reporting for 1099i (interest), amendments, 1099r, 5498, forfeiture calculations, IRAs and HSAs distributions and contributions.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
B.A Operations

Client Services Analyst-Finance Resume

Summary : Accomplished professional with more than 10 years experience as a Client Service Analyst. Experience in project management, training, Microsoft Excel and Access reporting, and trend analysis to help support the needs of a business.

Skills : SQL, C++, HTML, MS Project, MS Access, MS Word, MS Excel, MS PowerPoint, MS Visio, MS Outlook, Lotus Notes, Windows 2000, XP, Vista, 7, MAC O/S, Adobe, Abbott Mainframe Query, Managing workflows.

Description :

  • Managed multiple projects for system enhancements, including final average earnings methodology, pension protection act (PPA), and actuarial increase factor changes, resulting in automated processes, reducing errors.
  • Delivered service level agreements to client standard of 75% completion rate, within the client defined time.
  • Led projects for multiple clients providing solutions for daily operations, consistently delivering results ahead of time and under budget.
  • Implemented web based log system to allow participant related issues to be tracked by client, resulting in quicker response time, 1 day, in resolving issues.
  • Monitored client operations dashboard measures to proactively manage client level impacts.
  • Served as business analyst, by creating and analyzing requirements for existing systems and ensuring they operate as specified.
  • Compiled evidence to complete employee benefit plan audit for external auditors, resulting in a streamlined cost efficient audit.
  • Optimized data access for actuaries, enabling efficient assessment of current and future valuations, by assisting in the firm-wide valuation process.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Executive
Education
Education
M.A

Client Service Analyst I Resume

Summary : Over 20 years of progressive, comprehensive experience as an innovative professional in a supportive role. Background includes all aspects of human resources with sole responsibility for absence management coordination. Proven record of success increasing efficiency, saving time and providing excellent service.

Skills : Microsoft Excel, Word, Access, Retirement Calculations, SQL

Description :

  • Prepared communications to employees and management regarding disability benefits.
  • Complied with equal employment opportunity, american disability act, and family medical leave.
  • Interacted with caseworkers and case managers from the worker's compensation and disability.
  • Teamed up with new employee orientation group to ensure successful assimilation of new hires.
  • Developed and maintained a thorough knowledge of the client's leave of absence policies as well as state-specific employment laws.
  • Coordinated all absence management issues for more than 200 employees until full resolution.
  • Coordinated with the payroll department to verify attendance, hours worked, and pay adjustments and posted information onto designated records.
  • Handled difficult and complex problems, and in resolving escalated complaints and disputes.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA

Sr. Client Service Analyst Resume

Summary : High Energy Results Oriented individual with well developed customer service and communications skills that excels in a fast paced environment and is able to prioritize responsibilities. Organized and detail-oriented with excellent administrative and computer skills including Word and Excel.

Skills : Account Management, Customer Service, Direct Marketing, Project Management, Process Improvement

Description :

  • Recruited to analyze payroll processing best practices for Fortune 1000 Clients, which consisted of; identifying workflow deficiencies; evaluating systems; and designing process improvements.
  • Assisted cross-functional Teams with designing, programming, testing, validating, and implementing process enhancing applications, based on business requirements.
  • Actively implemented process improvements, resulting in improved efficiency and accuracy for the automation sector.
  • Created test data, using proprietary software systems, to perform post-implementation troubleshooting and to update process specifications.
  • Successfully, supported HR census, inbound/outbound payroll processing, custom reporting, and other Client work-streams, by designing and implementing innovative technical requirements.
  • Train end-users on supported software and/or web-based applications.
  • Demonstrate basic SQL skills by generating simple database queries and run prepared SQL scripts to analyze information and draw conclusions.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Executive
Education
Education
BA