Client Service Consultant Resume Samples

Client Service Consultants are intermediaries between the company and the customers, these consultants interact with the company’s customers and identify their needs, develop business strategies for clients requirements and close the sale proceeds, provide client support services, build productive positive client relationship, generate new client base, act as a mediator and solve consumer issues, analyze client issue and refer corrective solutions, get feedback and improve service, work with managers and build healthy client relationship, create innovative approaches to enhance efficiency, assist in preparing budgets, presentations and proposals and assist the new staffs in performing their job tasks.

The most Successful Client Service Consultant Resume underlines skill sets like excellent client service orientation, patience, listening skills, Computer Competencies and team work. Client Service Consultants come from various backgrounds and usually hold a High School Diploma.

 

Client Service Consultant Resume example

Client Service Consultant Resume

Objective : Planning and creating events, making it a memorable day for people. Created concerts, basketball tournaments, community fundraisers.

Skills : Microsoft Office, Client Manager.

Description :

    1. Served as primary point of contact between firm and external client on a monthly basis.
    2. Served as liaison internally across multiple departments to assure contracted requirements were met.
    3. Coordinated all reporting and correspondence between firm and client, including portfolio activity, firm publications and research, and performance measurement.
    4. Responded to all requests and projects of assigned portfolio manager.
    5. Reconciled portfolio activity, holdings, market value, and prices on a monthly basis with multiple global custodians.
    6. Reviewed, researched and prepared client mortgage documents for submission to various outside business associates.
    7. Provided support in maintaining status of work in process and ensure timelines are met.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science


Sr. Client Service Consultant Resume

Summary : Highly driven and motivated individual looking for a place to call home. Experience in customer service, inside sales and an extensive insurance background. Fast learner, good at prioritizing and thinking out of the box.

Skills : Microsoft Office, Customer Service Skills, Typing.

Description :

    1. Incorporated responsible for managing the contracted Scope of Services to the client.
    2. Provided HR experience in the areas of training, compliance, employee relations, vendor management, all areas of employee engagements.
    3. Responsible for the activities within PRO Unlimited's payroll desk operations acting as the senior account consultant with client operations in 16 states and the District of Columbia.
    4. Created, updated and presented relative trainings on varied topics relating to industry news, standards and managed services program initiatives.
    5. Proactively developed strong relationships with our 600+ contracted workers, client managers and stakeholders to ensure client expectations are met or exceeded.
    6. Responsible for Business Validation services which includes the screening of Independent Contractors, tracking spend, notification of potential risk and granting approval for an I.C.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma


Jr. Client Service Consultant Resume

Objective : Obtain a position as a Health care management professional with a career path in leadership, strategic planning, and business operations.

Skills : Microsoft Word, Excel, Access, Lotus Notes, Power Point, Report.

Description :

    1. Provided support to implementation and renewal processes as necessary.
    2. Assisted assigned SAEs in the updating of internal databases, report requests, maintaining file records, reviewing and tracking customer documents, accepting and responding to calls when Strategic Account Executives are unavailable, and other issues as necessary.
    3. Served as information resource to customers, sales support, marketing, account management leadership and management regarding account activity and ongoing operations.
    4. Responded effectively and professionally to customer and broker needs or requests by providing information, service, or by referring customers to appropriate staff.
    5. Attendanced at open enrollment or benefit fairs as required by Director to support current customers and SAE assigned customers as needed.
    6. Prepared Board of Trustee Board Meeting Materials.
    7. Provided research for Bank Branch representatives, Brokers, and Financial Advisors Assisted internal employees with research inquiries through the use of multiple platforms including BETA, SVP, Smart-Station, Wisdom, and Excel.
    8. Advised on bank investment products including ROTH IRA, Traditional IRA, and Brokerage accounts.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelors In Health Care

Client Service Consultant III Resume

Objective : Highly enthusiastic customer service representative with many years of client interface experience. Operations Specialist with many years of customer and operational service experience.

Skills : Payroll, Payroll, Excel, Data Entry, Customer Service, Human Resources.

Description :

    1. Processed, confirmed changes, and reconciled payroll for assigned client database.
    2. Reviewed and critiqued all communications to client including payroll reports.
    3. Provided client consulting services including issue resolution, general inquiries and ongoing payroll matters.
    4. Processed garnishment and wage withholding calculations to keep client compliant with the laws and regulations.
    5. Provided wage information as requested by outside entities such as State Unemployment Divisions.
    6. Processed Accounts Payable checks for garnishments, tax payments, and other bills for the company.
    7. Took care of all the files, calls, and clients that came into the office.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Diploma

Client Service Consultant II Resume

Summary : Leadership responsibility with an organization where demonstrated skills in advertising, marketing, client services, leadership, and communications can be translated into improved growth and profitability.

Skills : Microsoft Office, Client Service.

Description :

    1. Responsible for servicing 240 of own client accounts.
    2. Directed contact and liaison between brokers and CIGNA.
    3. Resolved escalated issues and urgent access to care issues along with client service consultant regular jobs and abilities.
    4. Created benefits summaries explaining benefits.
    5. Attended open enrollment meetings educational webinars and PowerPoint presentation's and one on one customer explanations to our members.
    6. Awarded employee of the quarter within the first year of accepting this new position.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associate

Client Service Consultant I Resume

Headline : Experience in handling large quantities of money extensive experience with various health insurance companies Plan and coordinate events. Make travel arrangements prepare travel/expense reports.

Skills : Client Manager, Client Specialist.

Description :

    1. Processed, researched, and issued resolution with clients by phone, fax, email and US Mail.
    2. Monitored and tracked daily account activity to ensure quick response and resolutions of overdrafts and uninvested monies.
    3. Accessed the Secure Engineering & Implementation (SEI) and Trust Payment System (TPS) to retrieve and process data on a daily basis.
    4. Notified clients when funds are needed for pension payments, fees, invoices and various disbursements.
    5. Maintained confidentiality by ensuring that all information is provided to authorized personnel and ensure that we have up to date agreements and consents from the client.
    6. Run reports and retrieves information to differentiate, process, reconcile, and determine account trends.
    7. Setup online access for various products and as serve as support to clients for these products.
    8. Provided requeste information to complete audits and tax forms as requested.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Client Service Consultant I Resume

Summary : Highly enthusiastic client service representative with many years of client interface experience. Proven abilities in reconciling account discrepancies while minimizing potential loss and charges to the firm and brokers.

Skills : Microsoft Office, Client Manager.

Description :

    1. Addressed policy and procedural inquiries through written communication.
    2. Answered Transition Team inquiries through verbal and written communication.
    3. Proactived follow-up communication to clients.
    4. Responded to and recognizing written complaints.
    5. Ensured proper Compliance related disclosures are used on written material.
    6. Provide Portfolio Manager clients with an understanding of the utilization of the  investment methodologies.
    7. Handled marketing, selling, and servicing of health, dental and ancillary insurance plans for a variety of small and large clients.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associates Of Arts

Asst. Client Service Consultant Resume

Summary : Healthcare reimbursement and information professional with more than 20 years of diverse experience in the healthcare industry. Seeking leadership opportunity in health information administration, revenue cycle management, or healthcare performance improvement.

Skills : Access, Excel, Word, PowerPoint, Visio.

Description :

    1. Responsible for implementation and coordination of patient accounts to include new client office assessment, patient account evaluation, contract coordination, claims administration, staff training, preparing reports.
    2. Responsible for problem resolution and system upgrades.
    3. Responsible for training staff members in medical management software applications.
    4. Designed, planed and implemented training strategies.
    5. Wrote, updated and maintained training documentation.
    6. Evaluated new training tools and methodologies.
    7. Developed hands-on practice manuals for +Medic practice management software for client instruction.
    8. Trained medical office staff on +Medic Vision practice management software, starting with classroom instruction through actual conversion of system on-site.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Healthcare Administration

Client Service Consultant/Supervisor Resume

Summary : Highly qualified Client Service Consultant with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and would excel in the collaborative environment on which your company prides itself.

Skills : Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, CRM.

Description :

    1. Calculated feasibility for proposals; work with outside affiliates and partners.
    2. Consulted clients using Online/Offline data collection product expertise.
    3. Attended industry conferences to represent SSI to the industry.
    4. Helped assist the Southeast teams workload and process.
    5. Lead team meetings and deal with escalation for team members.
    6. Acted as a collaborative liaison with the Director of Sales on behalf of the team.
    7. Contacted client to explain our policy and procedures for all documents sent for processing requests of assets.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Science

Client Service Consultant Resume

Summary : Over 10 years' experience supporting high profile client portfolios. Possess expert organizational, leadership, communication skills, high volume processing, analytical ability, initiative, a solution-oriented mindset, a thorough knowledge of banking process, service operations, products and systems, and the ability to work effectively in a diverse team-site environment.

Skills : MS Office Suite, Customer Service.

Description :

    1. Reviewed Client Invoices and compare against Contract and Period Volumes.
    2. Managed daily products approval and guarantee 100% accuracy and on-time mailing, Maintain 100% during Peak QE and YE Periods.
    3. Maintained historical information (volumes, billing, postage, etc.) for each client.
    4. Used historical information to compile and present Clients' Operational Review on a quarterly basis.
    5. Recommended Additional products and services based on clients current and upcoming needs.
    6. Assisted sales director with pricing strategy for additional products and services.
    7. Oversaw staff of 5-7 Account Administrators.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's In Business