Client Service Professional Resume Samples

A Client Service Professional will provide Client support service in a timely and accurate manner. A Well-drafted Client Service Professional Resume highlights duties such as – building positive and productive relationship with clients, making calls to clients to strengthen client relationships, analysing and resolving services promptly, informing management about escalated issues, identifying and developing new business opportunities, assisting in risk assessment, providing assistance to less experienced staff, hiring and training staffs, attending educational trainings and workshops, and providing support in new product development activities.

Some of the skills that are crucial for this role include – proven client service experience, a track record of over-achieving quota, strong phone contact handling skills, familiarity with CRM systems, customer orientation and adaptability to different types of characters, and market knowledge. While a high school diploma along with prior work experience is mandatory, many of the hiring companies prefer a bachelor’s degree.

Client Service Professional Resume

Summary : Friendly, loyal and clearly dedicated individual who has an ambition to succeed in any given environment. Get along well with others and I work efficiently on my own. Seeking a position where I can develop and excel while giving my best to an employer.

Skills : Excel, PowerPoint And Word 2010, Windows Outlook 2010, Lotus Notes, Adobe Reader X 9, Shared Point And Instant Image. Typing 60 WPM.

Description :

    1. Maintained and proactively managed a portfolio of 250+ Business Banking customers for optimal service delivery of issues and inquiry handling.
    2. Assisted and supported Non-Profit Relationship Managers and Core Relationship Managers with post-approval loan process, including preparing packages for loan closings and renewals.
    3. Assisted with Credit Risk Management, i.e., collecting information needed for financial monitoring.
    4. Managed calendars on Microsoft Outlook, organized meetings and setp up conference calls for the Relationship Managers.
    5. Prepared all correspondence on Micosoft Word, as well as, Excel spreadsheets for the Relationship Managers and Area Managers.
    6. Resolved customer issues by coordinating optimal solutions between the customer and other areas of the Bank.
    7. Accompanied Relationship Managers on prospect calls and loan closings.
    8. Ensured customer satisfaction and retention through timely follow-up and resolution of issues.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration


Client Service Professional II Resume

Objective : Responsible and loyal employee. Extremely sociable and friendly. Comfortable in high pressure situations. Work well in team, and solo environments. Eager to learn new skills.

Skills : Office Administration, Microsoft Office, Billing, Bookkeeping, Customer Relations, Customer Service, Data Entry, Data Analysis, Typing, Case Management.

Description :

    1. Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
    2. Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
    3. Receive payment and record receipts for services.
    4. Hear and resolve complaints from customers or the public.
    5. Perform administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with pay records, invoices, balance sheets, or other documents.
    6. Keep a current record of staff members' whereabouts and availability.
    7. Provide information about establishment, such as location of departments or offices, employees within the organization, or services provided.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma


Client Service Professional III Resume

Objective : Several business department classes in high school and found that I really enjoy working in the office setting.

Skills : Photography, Video and Music Editing, Customer Service, Communications, Writing, Editing.

Description :

    1. Use computers for various applications, such as database management or word processing.
    2. Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
    3. Create, maintain, and enter information into databases.
    4. Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
    5. Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
    6. Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
    7. Complete forms in accordance with company procedures.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Client Service Professional I Resume

Objective : Exceptional communication skills, excellent analytical and decision making qualities, and a proven record of accomplishment with problem solving skills and excellent organizational skills. Self-motivated, creative professional: able to work independently or coordinate with others. Excellent team builder and leader with a sincere appreciation to diversity and a demonstrated talent in cultivating customer relations. Proficient in Microsoft Office software and standard office equipment.

Skills : Data Entry, Customer Service, Microsoft Office, Multi-Tasking.

Description :

    1. Matched clients to tax professional that would best fulfill clients needs.
    2. Managed clients wait time expectations and scheduled clients the way they want to be scheduled.
    3. Assured client focus, confidentiality, and privacy, before, during, and after service.
    4. Handled client exits by verifying current and future needs have been met.
    5. Owned resolution of client issues, using appropriate escalation processed as needed.
    6. Treated everyone as a client and ensure all interactions positively reflect on H&R Block.
    7. Delivered an outstanding client experience by creating a warm and welcoming impression that exceeds the unique needs and preferences of each client.
    8. Skills Used Customer service Inbound/outbound calls.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's In Business

Lead Client Service Professional Resume

Summary : Outgoing and client focused professional with years of experience coordinating office management and special projects with a high degree of efficiency. Served as point person with managers, marketing teams, clients, and vendors to ensure proper lines of communication. Maintains excellent communication skills, problem resolution abilities, and a high level of confidentiality. Excelled at leveraging interpersonal leadership skills to build, sustain, and foster peak-performing teams.

Skills : Customer Service, Microsoft Office, Retail, Inventory Management.

Description :

    1. Directs clients by maintaining employee and department directories; giving instructions.
    2. Maintains security by following the company's compliance policies.
    3. Maintains telecommunication system; answering all calls, taking messages, completing callbacks.
    4. Maintains safe and clean reception area; serves fresh coffee and snacks.
    5. Maintains continuity among work teams by documenting and communicating actions, irregularities, and continuing needs.
    6. Contributes to team effort by accomplishing related results as needed.
    7. Completes inter-company courses and classes to provide better service to the public.
    8. Researches clients prior year information for clients and tax professionals.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Arts

Associate Client Service Professional Resume

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

Skills : Processing payments, MS Word, Some Excel, Data entry, and Filing.

Description :

    1. Call potential customers from the client contact list and make follow-up calls to schedule appointments. Call clients to confirm their appointment.
    2. Answered all incoming calls in a professional and courteous manner and routed calls to appropriate parties.
    3. Screened calls, getting the name and nature of the call to insure callers were properly transferred.
    4. Document all calls made to potential customers and any specific service needs.
    5. Educate callers on services and answer questions in a professional manner.
    6. Keeping up with Client documents on hold, COD and documents for Tax Advisors.
    7. Light data entry, usage of office machine, keeping inventory on office supplies.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Certification In Education

Client Service Professional Resume

Objective : Dedicated work ethic and rewarded by steady promotions and training in all aspects of work. I have been recognized in the work place for commitment to customers and attention to detail.

Skills : Appointment management, Customer service.

Description :

    1. Addressed clients in a warm, friendly, and welcoming manner when they entered and called the office.
    2. Developed marketing strategies to promote our products and services.
    3. Accessed the needs of the clients by using the Client Matching tool to pair the with the best tax professional who fit their needs.
    4. Used the Appointment Manager program to check in clients, verify and reschedule appointments.
    5. Attended the office huddle to review and discuss office and personal goals.
    6. Ensured that clients had a positive experience.
    7. Understood and followed all office procedures.
    8. Checked office email hourly and printed out the necessary reports.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Client Service Professional/Manager Resume

Summary : Very reliable and friendly worker who quickly learns and masters new concepts and skills. Extensive cash handling experience. Passionate about helping customers and creating a satisfying experience. Service-focused professional and a friendly team player with a knack for building productive relationships.

Skills : Extensive knowledge in monitoring and Audit functions of mortgage, Medical and dental industry.

Description :

    1. Worked as a team member performing cashier duties, product assistance, and cleaning.
    2. Managed quality communication, customer support and product representation for each client.
    3. Promptly responded to general inquiries from members, staff, and clients via mail and e-mail.
    4. Guaranteed positive customer experiences and resolved all customer complaints.
    5. Performed store opening duties, including counting cash drawer and checking all equipment for proper functioning.
    6. Collected customer feedback and made process changes to exceed customer satisfaction goals.
    7. Maintained up-to-date records at all times.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Science

Client Service Professional/Representative Resume

Summary : Personable and responsible Cashier with 4 years in retail and customer service. Solid team player with upbeat, positive attitude.I am dedicated motivated to maintain customer satisfaction and contribute to company success. Will provide references upon request. Strong organizational skills Inventory control familiarity Active listening skills Opening/closing procedures Energetic work attitude Adaptive team player.

Skills : Microsoft Office Applications, Public Speaking, QuickBooks Pro 2014, Knowledge Of HIPPA & OSHA Regulations.

Description :

    1. Answered multi-line phone and served as initial contact with public.
    2. Provided support to management to promote positive, efficient and concise reputation for company.
    3. Responsible for group schedule of onsite workforce.
    4. Physically secured all clients' hardcopy information following HIPPA regulations and company guidelines.
    5. Assisted preparers in researching regulations of Internal Revenue Service to ensure all documents are filed concisely.
    6. Followed-up on clients' submittals to confirm transaction timetables and delivery.
    7. Provided graciousness in every opportunity to provide customer service.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Asst. Client Service Professional Resume

Headline : To obtain an Office/Clerical position where I will be able to utilize my customer service skills,bookkeeping skills,and general office skills. Self-motivated and able to work both independently and as a team member.

Skills : Proficient In Microsoft Word, Excel, PowerPoint, Photoshop And InDesign.

Description :

    1. High volume position focused on assisting business banking relationship managers with maintaining and building business client relationships.
    2. Acted as liaison between the customer and all areas of the bank.
    3. Involved in all areas of commercial loans from application to booking.
    4. Engaged legal representation for title work.
    5. Collected and sent to booking all required information for loans to close in a timely manner.
    6. Prepared all necessary documents needed for booking and funding of commercial loans.
    7. Ensured customer satisfaction and retention through timely follow-up and resolution of issues.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts

Client Service Professional/Coordinator Resume

Summary : Seeking an office support position to demonstrate proven and time-tested office skills and abilities. Able to Operate Standard Office Machines Flexible/Adaptable Industrious Can-Do Attitude Solo or Team Player.

Skills : 10-Key, Ms Word, Ms Excel, Customer Service, Cash Handling,.

Description :

    1. Responsible for being knowledgeable on products and services to correctly answer client concerns/questions.
    2. Requires to dress business-casual in a professional work environment.
    3. Responsible for achieving set sales goals as a team player.
    4. Requires basic knowledge of computer software and excellent customer service skills.
    5. Responsible for answering client phone calls and assisting them with all transactions.
    6. Excellent decision-making and customer service skills.
    7. Able to handle confidential information discreetly and demonstrate good judgment.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associates Of Arts

Client Service Professional Resume

Summary : Seeking a responsible and challenging position in a growth oriented progressive Institution where my experience and skills will significantly contribute to the overall success of the organization and provide opportunities for my career growth.

Skills : Microsoft Word, Microsoft Excel, Peachtree, strong verbal and written communication skills, strong data entry skills, strong GAAP knowledge.

Description :

    1. Scheduled appointments for clients with tax professionals that fit their personal situation best.
    2. Processed client payments for tax services using H&R Block software.
    3. Audited all client files for the office and organized and alphabetized all files for the tax season.
    4. Called clients to make sure that they were satisfied with their experience.
    5. Cleaned and maintained the office and my workspace area.
    6. Made sure that all tax professionals were organized and ready for their clients.
    7. Trained two Client Service Professionals during the tax season.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA