Client Service Specialist Resume Samples

Description :

1. Ensured customer satisfaction, set up service calls and special visits, addressed concerns and questions on company services.
2. Assisted in scheduling appointments, worked closely with Service Manager to assure customer satisfaction and timely service.
3. Set up accounts and contacts and ensured data quality control.
4. Educated customers on services offered, all types of lawn issues, plant types, and advised on adverse issues such as lawn diseases and insects.
5. Ensured customer satisfaction, set up service calls and special visits, addressed concerns and questions on company services.
6. Assisted in scheduling appointments, worked closely with Service Manager to assure customer satisfaction and timely service.
7. Set up accounts and contacts and ensured data quality control.
8. Educated customers on services offered, all types of lawn issues, plant types, and advised on adverse issues such as lawn diseases and insects.

Experience

2-5 Years

Level

Executive

Education

BA In Political Science, Business

Description :

1. Answer Phones File Charts Balance and Handled cash register Schedule appointments Record in medical records 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.

Experience

2-5 Years

Level

Junior

Education

Bachelors Of Arts In Psychology

Description :

1. Worked with customers on a daily basis, meeting their needs an answering their account related questions or inquiries.
2. Followed the guidelines of business conduct under the strict jurisdictions of the SEC & FINRA.
3. Opened new accounts and entered information into company database on a daily basis.
4. Performed high volume document scanning including implementing a quick follow-up system to reduce rejections and increase production.
5. Upgraded the office filing system for maximum efficiency.
6. Accepted and processed customer deposits on a daily basis.
7. Processed incoming and outgoing mail and other mailroom duties when needed.

Experience

10+ Years

Level

Senior

Education

Business Administration

Description :

1. Answer internal and external customer inquiries via phone and/or email.
2. Ensure all policies and procedures are followed.
3. Respond to all customers in a positive and professional manner.
4. Maintain and exceed the expected level of productivity and quality standards.
5. Accurately code all information relevant to each customer's inquiry.
6. Effective in a fast paced/high volume environment.
7. All other duties as assigned by a member of leadership.
8. Promotion within 6 months working with the home delivery team Skills Used Sales force trained.

Experience

5-7 Years

Level

Consultant

Education

MS

Description :

1. Universal Background Screening - Woodland Hills, CA July 2009 - March 2015 Comprehensive screening firm specializing in full-service employment background checks Client Service Specialist Provide exceptional oversight and client-related processing services for background screening company serving clients country-wide.
2. Utilize knowledge of federal and state regulations coupled with extensive experience with background checking procedures to deliver accurate records and outstanding customer service.
3. Extensively involved with behind scenes activity regarding pending candidate applications.
4. Provide verification of multiple confidential categories such as employment, education, professional licenses, motor vehicle, professional and personal references, and criminal background checks.
5. Perform Social Security traces and provide drug testing results.
6. Responsible for assisting clients with online submission processes; walk through Orbit website log-in and explain potential candidate information entry steps.
7. Teach clients how to view pending reports in real time, and how to retrieve and archive completed reports.
8. Implement web-ex demos and conference calls when necessary for training purposes, and document each customer request and eventual outcome into company-wide system.

Experience

5-7 Years

Level

Executive

Education

High School

Description :

1. Daily operational and administrative tasks closely mirror those of Edward Jones) Work directly with clients to obtain information, provide explanations and offer enhancements to improve account functionality.
2. Provide ongoing client education related to Schwab products and services.
3. Encourage seminar attendance to further assist in generation of advice related activities.
4. Relate client interest to branch representatives and perform follow-up activities as appropriate.
5. Provide sales administration support including preparation of business development correspondence and data entry of current or potential client information.
6. Share operational knowledge and skills as appropriate.
7. Ensure branch files remain audit compliant including regular review of varying requirement and completion of specific exercises in preparation of audit.

Experience

10+ Years

Level

Senior

Education

Sciences

Description :

1. Coordination between client and internal departments of high value truckloads containing pharmaceutical supplies, requiring refrigeration and vetted truck routes.
2. Client delivery appointment scheduling, to include appointment entry on client system Lean Logistics once appointments confirmed.
3. Upon delivery of shipment, proof of delivery information uploaded to Lean Logistics.
4. Handed 7 accounts with the expectation and successfully learning their mechanics within a 30 day period.
5. Disposition and follow up of shipments heavily communicated telephonically and electronically.
6. Driver trackability / Dispatch / Hours of Service TMW Order Entry / Dispatch Modu.

Experience

10+ Years

Level

Senior

Education

Degree

Description :

1. Take incoming customers calls and provide needed information.
2. Call customers to provide service information.
3. Verify client information, program benefits and applicable health benefits over the phone; and, enter information in the tracking system.
4. Perform client tasks and functions as directed by upper management.
5. Manage customer's conflicts and resolve issues.
6. Train new hires for customer service position.
7. Procure product assortments for highly diverse client base; and, provide recommendations to internal and external decision makers on additional health related profitable programs.
8. Manage customer complaints; and, direct them to appropriate departments.

Experience

7-10 Years

Level

Management

Education

BA In Human Services

Description :

1. Ensuring each client receives superior service experience while assisting with problem resolution and research.
2. Completing all client requests accurately and in a timely manner.
3. Gather financial information in order to ensure that they achieve their financial goals.
4. Assist 5 relationship managers and serve as client contact in RM's absence.
5. Maintain strong partnership relationships with all wealth and asset management partners who include underwriters, treasury management & loan operations.
6. Opening and closing deposit accounts accurately and in compliance with AML and CIP regulations.
7. Conduct enhanced due diligence on new and existing clients in accordance with firm policies and the USA Patriot Act.
8. Execute KYC review for new and existing accounts (consumer & small business) opened in conjunction with the reliance agreement.

Experience

5-7 Years

Level

Executive

Education

Business Administration

Description :

1. Acted as the principal liaison between my assigned clients and the customer service and support organizations that deliver CIGNA's products and services.
2. Integral team member for the sale and implementation of administrative services for managed health care to Kmart Corporation, which generated over $50 million in revenue annually and earned me the Circle of Excellence Award.
3. Major job responsibilities included the following: Developed a comprehensive client service plan and retail strategy for each client.
4. Articulated and implemented specific, action-oriented, proactive customer service strategies for each assigned client.
5. Monitored internal and external procedures, programs, as well as legislative developments that impact the client and provide appropriate communication of these to the client and their employees.
6. Supported the New Business Manager in presale and finalist presentations, including providing expertise and support in benefit design, claims, service and administrative capabilities.
7. Identified opportunities to market and sell additional products/services to enhance our position based upon information obtained through everyday contact with the client.
8. Assisted with special projects for clients, brokers and consultants.

Experience

2-5 Years

Level

Junior

Education

Degree

Description :

1. Worked closely with Office Leader to ensure our daily target was hit.
2. Checked in clients, answered phones, scheduled and confirmed all appointments, made follow up phone calls as well as thank you calls.
3. Worked with all Tax Professionals to ensure the clients had an excellent office experience.
4. Ensured office goals were met by having 90% of appointments confirmed.
5. Also followed up with previous clients to schedule appointments for the current tax season.
6. Scheduled appointments with loyal customers for the following tax season.
7. Skills Used Customer Service, Phone, computer, goal setting, time management.

Experience

2-5 Years

Level

Junior

Education

Diploma

Description :

1. Welcomes clients by greeting clients and patients, in person or on the telephone; answering or referring inquiries.
2. Optimizes clients' satisfaction, provider time, and treatment room utilization by scheduling appointments in person or by telephone.
3. Keeps patient appointments on schedule by notifying doctor of patient's arrival.
4. Comforts clients by anticipating clients' anxieties; answering questions; maintaining the reception area.
5. Ensures availability of treatment information by filing and retrieving patient records.
6. Maintains patient accounts by obtaining and updating personal information.
7. Obtains revenue by recording and collecting patient charges.
8. Helps patients in distress by responding to emergencies.

Experience

7-10 Years

Level

Management

Education

Oakland University

Description :

1. Operated a multiline telephone system to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
2. Greeted persons entering establishment, to determine the nature and purpose of their visit, then direct or escort them to specific destinations.
3. Transmitted information or documents to customers, using computer, mail, or facsimile machine.
4. Heard and resolved complaints from customers or the public.
5. Performed 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. Provided information about establishment, such as location of departments or offices, employees within the organization, or services provided Processed and prepared memos, correspondence, travel vouchers, or other documents for clients.
7. Received payment and recorded receipts for services.

Experience

7-10 Years

Level

Management

Education

Public Relations