Client Service Associate Resume Samples

Working normally for a finance or wealth related industry, the Client Service Associate will render administrative duties and other basic functions as a mean to assist clients. Major job tasks identified on the Client Service Associate Resume include – working with clients and knowing their demands and needs, communicating through various modes like telephone, email and direct visits, processing all client information, handling client problems, creating new accounts and portfolios for clients, compiling and updating necessary documents, assisting with human resources, and performing all other administrative duties.

Employers want to see these skills on the resume of the job applicants – proficiency with MS Office, a good understanding of financial markets and trends, basic mathematical skills, customer service experience, an extensive background of financial planning and investment management, and excels in financial analytics. A Bachelor’s degree in business, finance or related field is commonplace among Client Service Associates.

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Client Service Associate Resume example

Client Service Associate Resume

Summary : Client Service Associate Professional with many years of experience in customer service relations and office work. Results driven with the ability to solve customer problems. Effective communications skills, which enable the development of customer relationships.

Skills : Customer Service, data entry, cashier, new accounts, wire operator, scanning, Microsoft Office, Property Management.

Description :

    1. Interfaced with travel agents through interactive agent reporting (IAR) software in processing weekly sales summary transactions.
    2. Provided exceptional service processing electronic reports used in settlements.
    3. Managed inbound and outbound calls from members in a professional and timely manner.
    4. Handled customer escalations of having difficulties in downloading the application processing system software with professionalism to ensure client satisfaction.
    5. Assembled and mailed application kits for new independent and corporate clients.
    6. Prepared and submitted monthly data base statistics, charts and graphs to the department manager that were used in decision making.
    7. Provided recommendations for enhancing manual and APS processes and work flows to shorten the lengthy work process for every file we receive.
    8. Prepared correspondence and emails for customer that needed technical assistance and additional support.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Information Technology


Client Service Associate I Resume

Objective : Enthusiastic and well-organized Administrative Assistant with a solid background in corporate office settings, MS Office, and client service. Highly organized and experienced administrative support professional that thrives in dynamic and fast-paced environments. Flexible team player with the will to take on added responsibility and exceptional ability to adapt to new software programs.

Skills : Microsoft Excel, Implementational Skills.

Description :

    1. Analyzed funds performances utilizing Morningstar screener.
    2. Devised pivot tables through historical data ranges of multiple equity position.
    3. Conducted baseline research on financial planning issues for each client as identified by Senior Financial Advisor.
    4. Assisted in the development of investment strategies to meet short and long term financial objectives.
    5. Participated in all aspects of creating, implementing, and reviewing clients' financial plans that incorporate strategies designed to help with their long-term goals.
    6. Devised and executed business development strategies to attract and acquire new clients.
    7. Performed detaile analysis on client's portfolio and provide fund change recommendations.
    8. Entered domestic and international wires, journal entries, and ACAT transfers Assist in preparation of RFPs and studies for prospective clients.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Business Administration


Client Service Associate II Resume

Objective : Compliance administrator, practice associate, and office manager in charge of key operations for an office of eight financial advisors. Data entry specialist. Responsible for maintaining advisor's books of business and acts as point person for company initiatives. Event coordinator for marketing seminars.

Skills : Microsoft Office, Clerical Skills.

Description :

    1. Currently worked in an integrated team within the Private Bank to service affluent clients.
    2. Worked with assigned book of business to retain and deepen relationships within the Chicago Downtown market.
    3. Performed necessary money movements and service requests on a day to day basis.
    4. Analyzed the book of business to target clients with under-utilized banking relationships within our market.
    5. Ensured all clients are receiving the proper care and are in the proper products that best fit their needs.
    6. Served as a liaison between the client and internal partners to ensure a world class experience.
    7. Obtained series 7 to be able to perform necessary transactions within investment accounts.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Client Service Associate Resume

Summary : As a Client Service Associate, responsible for Performing ongoing quality control checks for review by Sr. Associates and Officers to ensure data integrity,Working closely with our data collection team to research and resolve issues in a timely manner.

Skills : Customer Service, data entry, cashier, new accounts, wire operator, scanning, Microsoft Office, Property Management.

Description :

    1. Provided support to clients in meeting their financial needs by making requested money movements and answering client account questions.
    2. Opened new accounts and followed up on return of all required client forms.
    3. Scheduled client meetings and assist Financial Advisors in preparing forms and reports for client meetings.
    4. Took orders from customers regarding financial movements in their account and ensure the accuracy of orders.
    5. Created and updated calendars and arranged travel.
    6. Scheduled cable advertising for local and national clients on multiple cable networks.
    7. Prepared and process daily contracts, confirmations and daily advertising schedules.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Accounting

Sr. Client Service Associate Resume

Summary : Seeking a position with a stable company that will utilize knowledge and experience for mutual enrichment. Obtained approximately 30 companies, Non-standard, Standard, and E&S markets. Some top companies as, Encompass, Travelers, AIG, Progressive, Infinity, Bristol West, Universal Property & Casualty, Liberty American, American Traditions, Modern USA, Citizens Property Ins.

Skills : Microsoft Office, Tracking Skills.

Description :

    1. Placed and received sales/service calls to/from clients, prospects, vendors and various bank departments.
    2. Advised Financial Consultants of all time sensitive issues involving clients or compliance, as well as deadlines/cutoffs for monthly production.
    3. Conducted retail and corporate referral trainings.
    4. Maintained and updated client and compliance files.
    5. Tracked pending sales/paid commissions as requested.
    6. Served as a Quality Control liaison by reviewing all new account paperwork for accuracy before submission.
    7. Periodically reviewed Financial Consultant's books with over 100 million in assets to post trades, pull daily reports and transfer funds.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
BA In Economics

Jr. Client Service Associate Resume

Summary : A highly personable, energetic, motivated results-driven professional with a can-do attitude. Excellent communication, organizational, and follow-up skills. Works well with colleagues and peers and displays confidence interfacing with senior management.

Skills : Microsoft Office, Customer Service.

Description :

    1. Supported two financial brokers and planners at a financial services company.
    2. Acted as a liaison between the brokers and clients.
    3. Scheduled and coordinated meetings for onsite as well as offsite.
    4. Answered phones while simultaneously managing messages and screening incoming calls.
    5. Used various disbursement processing applications including Disbursement Processing System and the fed funds transfer system.
    6. Opened new account using a streamlined process for faster account opening and maintained client records.
    7. Made updates to client and account information per clients' requests.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Entry Level
Education
Education
Diploma

Client Service Associate/Assistant Resume

Objective : Excellent verbal, written, and interpersonal communication skills A self-motivated, goal-oriented team player 3+ years of accurate cash handling responsibility Possess a solid understanding of basic accounting principles Strong customer service experience Very organized with sound time management skills; an effective problem solver.

Skills : Microsoft Office, Bloomberg, Morningstar Direct, Satuit, Backstop, APX Advent Suite.

Description :

    1. Assisted top executives and employees with HR administration, benefits, payroll and accounting issues.
    2. Developed and maintained the relationship between TriNet and the clients.
    3. Facilitate HR, benefits and payroll administration, including assisting with open enrollment periods and initiatives, based on changes in compliance regulations.
    4. Worked with internal departments (401K, accounting, legal, payroll, sales, benefits, credit) to resolve complex HR issues.
    5. Supported the clients with their day-to-day service needs (leave plans, reconciliations, benefits, reports, invoices, payroll registers).
    6. Participated in internal initiatives and/or projects aimed at improving the services we offer to the clients.
    7. Processed payroll and related transaction such us: special payments, wages recordings, payroll changes, deductions and allowances set up, W2, W2C).
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
AA In Human Resources

Junior Client Service Associate Resume

Objective : Dedicated and focused fully bilingual individual who excels at prioritizing, completing multiple tasks simultaneously, and following through to achieve project goals. Professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments.

Skills : Finance, Financial Analysis, Cash Flow Forecasting, Planning, Budgeting, and Forecasting, Microsoft Office, Microsoft Excel, Management, Cash Management, Small Business Financial Management, Investments, Business Analysis, Payroll, Project Planning, Sales, Analysis.

Description :

    1. Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
    2. Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
    3. Designed electronic file systems and maintained electronic and paper files.
    4. Planned meetings and prepared conference rooms.
    5. Made copies, sent faxes and handled all incoming and outgoing correspondence.
    6. CreatedPowerPoint presentations used for business development.
    7. Organized files, developed spreadsheets, faxed reports and scanned documents.
    8. Created weekly and monthly reports and presentations.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Medical Assistant

Client Service Associate Resume

Summary : Self-motivated, results-oriented Client Service Associate with over 20 years of experience in developing strategic financial solutions to strengthen investment goals. Expertise in providing financial assessments, performing compliance audits, and executing special projects aligned to business development goals. Drives business and financial objectives through delivering proven leadership and strong financial analysis skills.

Skills : Microsoft Office, Microsoft Work, Excel, Powerpoint, Customer Service, Customer Relations, Financial Management, Insurance, Business Objects.

Description :

    1. Assisted Financial Advisor in reviewing client accounts.
    2. Answered phones, take messages, and respond to client requests, when appropriate.
    3. Communicated regularly with clients on items such as monthly statements; provide full customer service.
    4. Fulled knowledge of the Firm's operations systems.
    5. Interacted with operations staff to address issues and problems.
    6. Obtained investment information for financial advisor.
    7. Provided services to Invesco clients by responding to client requests and addressing inquiries to different areas as appropriate.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Finance

Client Service Associate Resume

Objective : An experienced Client Service Associate professional with excellent customer service skills, and with a record of increased responsibility. Proficient in prioritizing and completing tasks in a timely manner, yet flexible to multitask when necessary. Enjoys learning new programs and processes. A team player who is attentive to detail and ability to work in a fast-paced environment with minimum supervision. Excellent listening skills, oral and written communications.

Skills : Banking, Investments, Private Banking.

Description :

    1. Handled moderate to complex agented transactions in which KeyBank is the lead bank and direct participating banks on all facets of the disbursement process.
    2. Analyzed loan package or line of credit to ensure balance, communicate funding dates to participating banks.
    3. Reviewed draw packages to ensure completeness and accuracy of records.
    4. Analyzed budget and sources/uses of funds to identify exceptions or changes and conformity to standard monitoring requirements.
    5. Completed Segment Support team analysis: spearheading national audit, directing the Letter of Credit (LOC) standardization to ensure consistency and facilitated LOC Standby Aging Report capturing lost revenue and ensuring the least amount of past due reports.
    6. Assisted Relationship Manager and Closer in pre-closing process by reviewing loan documents and providing all post-closing services for assigned portfolio of complex loans.
    7. Initiated and analyzed standard and custom monitoring requirements including title/tax update, inspections, surveys, permits, inventory controls, holdbacks and lease-up requirements.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Medical Assistant