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.

Client Service Associate Resume

Summary : Administrative and Client Services Professional with many years' experience in customer service relations and office work. Results driven with the ability to solve customer problems. Effective communications skills, which enables 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 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.

Description :

    1. Analyzing funds performances utilizing Morningstar screener.
    2. Devising pivot tables through historical data ranges of multiple equity position.
    3. Conducts baseline research on financial planning issues for each client as identified by Senior Financial Advisor.
    4. Assist in the development of investment strategies to meet short and long term financial objectives.
    5. Participate in all aspects of creating, implementing, and reviewing clients' financial plans that incorporate strategies designed to help with their long-term goals.
    6. Devise and execute business development strategies to attract and acquire new clients.
    7. Perform detailed analysis on client's portfolio and provide fund change recommendations.
    8. Entering 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.

Description :

    1. Currently working in an integrated team within the Private Bank to service affluent clients.
    2. Work with assigned book of business to retain and deepen relationships within the Chicago Downtown market.
    3. Perform necessary money movements and service requests on a day to day basis.
    4. Analyze the book of business to target clients with under-utilized banking relationships within our market.
    5. Ensure all clients are receiving the proper care and are in the proper products that best fit their needs.
    6. Serve 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.
    8. Take lead on projects designed to test system upgrades within our client service environment to ensure proper rollout.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Client Service Associate III Resume

Summary : Enthusiastic and well-organized Administrative Assistant with 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 : Customer Service, data entry, cashier, new accounts, wire operator, scanning, Microsoft Office, Property Management.

Description :

    1. Administrative support to team of financial advisors delivering exceptional client service to wealth management clients.
    2. Provide support to clients in meeting their financial needs by making requested money movements and answering client account questions.
    3. Opened new accounts and followed up on return of all required client forms.
    4. Schedule client meetings and assist Financial Advisors in preparing forms and reports for client meetings.
    5. Take orders from customers regarding financial movements in their account and ensure the accuracy of orders.
    6. Event planning for client events securing venue, set up, caterer and preparing necessary forms for Compliance approval.
    7. Back up for branch operations personnel including deposit and coding of all daily check deposits.
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.

Description :

    1. Place and receive sales/service calls to/from clients, prospects, vendors and various bank departments.
    2. Advise Financial Consultants of all time sensitive issues involving clients or compliance, as well as deadlines/cutoffs for monthly production.
    3. Conduct retail and corporate referral trainings.
    4. Maintain and update client and compliance files.
    5. Track pending sales/paid commissions as requested.
    6. Serve as a Quality Control liaison by reviewing all new account paperwork for accuracy before submission.
    7. Periodically review 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.

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. Created and updated calendars and arranged travel.
    6. Used various disbursement processing applications including Disbursement Processing System and the fed funds transfer system.
    7. Opened new account using a streamlined process for faster account opening and maintained client records.
    8. 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. Assist top executives and employees with HR administration, benefits, payroll and accounting issues.
    2. Develop and maintain 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. Work with internal departments (401K, accounting, legal, payroll, sales, benefits, credit) to resolve complex HR issues.
    5. Support the clients with their day-to-day service needs (leave plans, reconciliations, benefits, reports, invoices, payroll registers).
    6. Participate in internal initiatives and/or projects aimed at improving the services we offer to the clients.
    7. Process 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/Manager Resume

Summary : Self-motivated, results oriented Wealth Manager 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. Assist Financial Advisor in reviewing client accounts.
    2. Answer phones, take messages, and respond to client requests, when appropriate.
    3. Take client's orders and provide market quotes within the guidelines of compliance and branch management.
    4. Communicate regularly with clients on items such as monthly statements; provide full customer service.
    5. Full knowledge of the Firm's operations systems.
    6. Interact with operations staff to address issues and problems.
    7. Obtains investment information for financial advisor.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Finance

Client Service Associate/Supervisor Resume

Objective : An experienced office 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 able to work in a fast paced environment with minimum supervision. Excellent listening skills, oral and written communications.

Skills : Banking, Investments, Private Banking.

Description :

    1. Handle moderate to complex agented transactions in which KeyBank is the lead bank and direct participating banks on all facets of the disbursement process.
    2. Analyze loan package or line of credit to ensure balance, communicate funding dates to participating banks.
    3. Review draw packages to ensure completeness and accuracy of records.
    4. Analyze budget and sources/uses of funds to identify exceptions or changes and conformity to standard monitoring requirements.
    5. Complete 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. Assist 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. Initiate and analyze 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

Registered Client Service Associate Resume

Summary : Dynamic Customer Service professional with experience in the communications and public utility industries. Skilled in prompt response, serving customers, and decision making. Known for being a hard worker, dependable, and committed. Recognized for providing excellent customer service with awards including two Extra Mile Awards and a Local Camy Team Award. Proficient in learning different computer systems and programs.

Skills : Excel.

Description :

    1. Schedule cable advertising for local and national clients on multiple cable networks.
    2. Prepare and process daily contracts, confirmations and daily advertising schedules.
    3. Organize and maintain client contract files and political paperwork.
    4. Entrusted with confidential and discrete information of clients and employees.
    5. Proficient with Microsoft Office, TIM, STRATA, and Novar software.
    6. Create invoice affidavits for proper billing of advertising customers including co-op scripts and promotional orders.
    7. Responsible for preparation of month end closing reports.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Master of Science

Client Service Associate Resume

Summary : Self-motivated, reliable, quick learner with multi-tasking abilities. Strong analytical, organizational and problem solving skills. Demonstrated ability to succeed in a diverse team environment. Excellent interpersonal, communication skills. US citizen with international work experience.

Skills : Microsoft Office, Adobe.

Description :

    1. Provided services to Invesco clients by responding to client requests and addressing inquiries to different areas as appropriate.
    2. Prepared accurate, high-quality PowerPoint presentations and financial reports for the Portfolio Manager's client meetings and new business presentations.
    3. Collected, reported and distributed accurate and complete account data to consultants, custodians and clients.
    4. Ensured portfolios compliance with internal and external guidelines.
    5. Participated as a member of the Business Relocation/Disaster Recovery Team.
    6. Wrote, edited and maintained a web-based client service procedure manual for INVESCO-NAM, setting clear expectations and resulting in less procedural error.
    7. Maintained client quarterly report mailing database for all clients using Access.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of General Studies