A Client Services Assistant works as a part of the customer services team and provides high-quality administrative support and service to both external and internal customers. Roles and responsibilities seen on the Client Services Assistant Resume include the following – greeting and registering clients; scheduling appointments; managing client record; assisting callers, responding to customer calls and emails; answering questions about products and services; processing orders and ensuring it is fulfilled; handling customer complaints and concerns; performing general administrative tasks; and generating annual reports.
To work at this capacity, the following skills are needed – outstanding phone and email etiquette; the ability to manage multiple accounts simultaneously; exceptional communication skills; flexible schedule, and multitasking abilities. To the least, a high school diploma or an equivalent combination of experience with education is needed.
Objective : High-energy, detail-oriented marketing and communications professional with nine years of experience in association management services, program development, marketing, communications, membership management, committee/board coordination, graphic design, branding, advertising, event planning, public relations, editing, writing, website design, conceptual product development and launches, client and customer service, coordinating with vendors, human resources benefits management and administrative office support.
Skills : Office Management, Records Management, Spreadsheets, Reports Event Management, MS Office.
Description :
Assisted clients of a Certified Financial Planner and Client Services Manager of an independent brokerage firm.
Answered incoming client and vendor calls. Set appointments and managed the owner's calendar.
Created a client experience during each appointment.
Opened and assisted with the maintenance of individual or joint brokerage accounts, IRAs, 401(k)s, 403(b)s, UTMAs/UGMAs for clients.
Helped clients with statements, take distributions from IRAs, transfer accounts, research issues, and more.
Sent out regular correspondence as well as consolidated statements.
Completed all training through our broker/dealer as required by FINRA and the SEC, such as Anti-Money Laundering and Identity Theft Prevention.
Ordered supplies and product sales kits.
Experience
0-2 Years
Level
Entry Level
Education
High School Diploma
Client Services Assistant Resume
Summary : Highly organized and detail-oriented Client Service Assistant with more than 16 years of experience supplying thorough, organized administrative support to a team of Financial Advisors. Enjoys the challenge of a fast-paced environment and works well under pressure.
Prepared and processed paperwork, opened and monitored accounts, deposited, and withdraw funds, and researched and resolve any client issues that arise.
Approached administrative tasks with tenacity and attention to detail.
Continually maintained a positive attitude while interacting with demanding clients.
Served as the primary point of contact for both in-house and external phone and website queries.
Enhanced client's experience by servicing their needs and provides administrative support for a variety of Financial Advisors.
Consistently learned and implemented new strategies to better serve clients as well as improving time management and accuracy.
Worked with outside fund companies to guarantee exceptional customer service.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Arts
Client Services Assistant Resume
Headline : Client Services Assistant with 2 years of experience in implementing benefits administration and sales practices. Proven and experienced administrator in establishing, maintaining, and managing benefits for the employees of an organization.
Skills : Customer Service, Project Management, Data Entry.
Description :
Worked directly with the Customer Service Executive.
Managed and resolved client service requests.
Maintained a client management system. Manages multiple and ongoing projects with changing priorities.
Researched plan rules and benefits questions. Balanced employer contribution report data.
Analyzed documentation of procedures and identifying process improvements.
Updated monthly changes for plan participants related to benefits and enrollment information.
Performed leaves of absence, COBRA, related duties, including generating notices, correspondence post, and tracking.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Arts
Client Services Assistant Resume
Objective : As a Client Services Assistant over 5 years of experience responsible for arranging and submitting seminars, creating financial services, and completing related forms related to business development.
Skills : MS Office, Communication skills, Management.
Description :
Set up client studies on at least a quarterly basis; created and sent out client invitations.
Submitted seminar presentations to compliance, ordered catering for events; seminar set up, and breakdown.
Processed marketing mailings, and holiday mailings.
Completed and presented client applications and forms to compliance;
Sent client relationships and forms to various vendors for processing.
Created financial planning updates utilizing an online database, Microsoft word, shine, and PowerPoint.
Coordinated recurring condominium association meetings and record meeting times.
Experience
2-5 Years
Level
Junior
Education
Bachelor Of Marketing
Client Services Assistant Resume
Summary : Seeking to obtain a position to utilize my experience and knowledge in a professional environment to contribute to the organization's success. And use vast experience in customer service to improve and maintain a reputable company, as well as effective customer relations in any organization I work for.
Skills : Communication skills, Sales management, MS Office.
Description :
Responsible for processing medical and other administrative documents, to include updating, maintaining, researching, inventorying, and filing inmate medical records.
Performed electrocardiography (EKG), monitored inmate's mental health, additional medical activities, and report changes.
Ensured all supplies needed to care for the clients are ordered in a timely manner on a weekly basis.
Created high-level mobile campaigns using an Internet-specific data system.
Provided high-level administrative support to the Vice-Chairman, Vice President, Project Manager, and Office Manager.
Maintained daily contact with high-powered clients.
Experience
7-10 Years
Level
Management
Education
BS In Client Service
Client Services Assistant Resume
Objective : Over 2 years Client Services Assistant experience with a strong emphasis in communication skills, self-motivated completion of tasks, and detail oriented work ethic and experience includes commercial, residential, real estate, residential interim and retail loan functions, pulling credit reports, UCC's, maintaining files, data entry, and various clerical work.
Skills : Strong organizational, communication, and research.
Description :
Responsible for administration and completion of the daily operations which include the issuance of customer requested investment disbursement checks, the transference of funds and stock between investment portfolios, initiate electronic fund transference to outside institutions, and the initiation and termination of investment accounts.
Processed various transactions to investment accounts, with some of these transactions requiring interaction between remote office locations, and the daily oversight of these transactions until they are completed.
Reviewed commission reports and interacts with the financial advisors for the processing of any needed corrections.
Reviewed of scheduled monthly and quarterly disbursements, ensuring the correct action taken for each individual account, due to unique and customized disbursement instructions.
Processed customer stock certificates or stock options for the requested transfer, expenditure, or reinvestment.
Performed all client intakes and makes referrals to volunteer attorneys, financial planners, and other community resources.
Responsible for imputing and updating data about clients and following up with open cases.
Experience
2-5 Years
Level
Junior
Education
Bachelor's In Finance
Client Services Assistant Resume
Objective : As a Client Services Assistant responsively addresses customer needs, ensures quality and drives for successful results in a fast-paced changing environment, gains trust and confidence of customers and is committed to supporting team initiatives and building relationships, comprehends quickly and establishes customer rapport.
Skills : Microsoft Office, Interpersonal Communication, Organization, Leadership.
Description :
Processed all incoming and outgoing orders.
Scheduled all delivery trucks to ensure timely distributions and pickups.
Processed all incoming invoices for art purchases.
Participated in telemarketing sales initiatives.
Created, written, and distributed all marketing materials and assisted in the production of the company catalog.
Used Quick Books and ACT created monthly sales reports for management.
Contacted clients to follow up/confirm completed appointments, providing critical feedback to staff about operations and service delivery in order to ensure all clients received outstanding care, service, and attention.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor's In Marketing
Client Services Assistant Resume
Objective : To obtain an Client Services Assistant position with increasing responsibility in an organization that offers opportunity for advancement.
Skills : LegalKey, Docs Open, Delta view, MS Office.
Description :
Prepared and distributed client newsletters and marketing materials.
Assisted the Managing Partner with client accounting and tax matters.
Scheduled meetings, conference calls and coordinated travel arrangements for clients and firm personnel.
Assisted with Human Resources functions including candidate interviews, new hire orientation, and firm-wide CPE scheduling and credit tracking.
Conducted research on various regulations and legislation.
Acted as an IT help desk, purchased new computer equipment, set up new computers, coordinated with IT, consultants.
Provided direct support to various financial advisors. Handled all inquiries to department, organized client meetings, maintained client database, and files.
Administered transfer of accounts from other brokerage firms, financial institutions, and insurance companies.
Experience
0-2 Years
Level
Entry Level
Education
B.A. In Marketing
Client Services Assistant Resume
Objective : To obtain a Client Services Assistant position that allows me to use analytical and leadership skills to be an asset to an organization while furthering professional development.
Skills : Microsoft Office, Data Analysis, Leadership, Customer Service.
Description :
Provided support to a department focused on customer service: assisted supervisor with staffing schedule for the entire department, including providing shift coverage, as well as vacation scheduling and managing overtime and payroll timekeeping.
Interacted with clients while managing special client processes.
Acted as a liaison between Client Services and sales, the pathologists, and technical departments.
Managed the Protected Health Information and release of medical records to patients.
Attended daily operations meetings to take minutes and support the customer service function.
Completed open enrollment elections for clients in carrier portals.
Followed-up with health insurance carriers about application statuses for group, individual, and Medicare clients to provide accurate and timely coverage information.
Planned communication strategy for wellness events.
Experience
2-5 Years
Level
Junior
Education
Master's In Management
Client Services Assistant Resume
Headline : Client Services Assistant experienced at directing administrative, management, medical and personnel matters in a 24/7 care facility for individuals with significant intellectual disabilities. Strong problem-solver with excellent time management skills.
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