Client Services Associate Resume Samples

A Client Services Associate offers a variety of services including administrative and basic financial functions typically for the financial industry. The job description varies based on the industry, but the Client Services Associate Resume indicates the following common core activities – assisting clients, setting meeting with clients, contacting clients with information regarding their accounts, providing assistance to the company’s clients; handling client complaints, providing resolutions, handling documents, performing administrative duties, assisting with human resources such as budget issues and payroll services; and accessing accounts to provide clients the needed information.

Candidates seeking to work at this level should depict the following attributes – good understanding of financial metrics and trends; basic mathematical skills, prior work experience, familiarity with CRM systems and practices; customer service orientation, ability to multitask, and strong phone handling skills. A high school diploma is commonly required.

Client Services Associate Resume example

Client Services Associate Resume

Headline : Seeking a challenging position where can utilize education and experience to the best of ability to assist in the successful operation of the company or organization.

Skills : MS Word, Excel, Outlook And Powerpoint,.

Description :

    1. Performed general office duties such as typing, answering phones, routing calls, giving and receiving messages, checking office voicemail, data entry, data management, filing, and providing answers to customer inquiries.
    2. Created budgets for active duty members and their families and provided financial counseling.
    3. Assisted with emergency leave procedures for active duty members including making airline reservations.
    4. Attended events as a representative of the NMCRS.
    5. Conducted PowerPoint presentations to military members about the services and benefits of the society.
    6. Interviewed clients to determine their needs and directed them to the proper resources we had available.
    7. Directed client inquiries to the NMCRS Director and/or the Office Manager.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate Of Arts


Sr. Client Services Associate Resume

Objective : Account management, customer service, and results-oriented administrative professional with years' experience in various industries and staff settings. Demonstrated ability to achieve targeted goals, meet budget, and excel in challenging situations. Detail-oriented and goal-focused business professional that can successfully deliver exceptional customer to all clients.

Skills : Customer service, Handling money, and Event planning.

Description :

    1. Served as liaison between my clients and the company; managing Service Level Agreements (SLAs) by responding to inter-departmental and client queries.
    2. Manage the daily reconciliation of multiple files and special handling requests received from clients.
    3. Review the adequacy of documents and took necessary steps to cure any deficiencies.
    4. Prepare correspondence, presentation, accounting, and financial documents for analysis.
    5. Provide coaching, interactive training, and cross-training.
    6. Develop and implement documentation based on client specifications.
    7. Managed all aspects of the birthday parties.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelors Of Arts


Jr. Client Services Associate Resume

Summary : Responsible and reliable. Represent establishment with friendly, professional demeanor at all times. Motivated and skilled at providing exceptional service, accurately handling money and proficiently managing store inventory to maximize customer satisfaction and sales. Proficient at operating cash registers and point of sale systems to efficiently process customer payments.

Skills : Administrative Assistant, Administrative Support, Customer Service, Human Resources, Medical Terminology, Office Equipment, Typing, 10-Key, Receptionist, Travel Coordination, Data Entry, Word.

Description :

    1. Provided First Class reception and secretarial service to Regus clients and their visitors.
    2. Answered all incoming calls on a multi-line, multi-company (Heavy Call volume, 25-30 different companies) switchboard using TeleCall messaging center.
    3. Recorded and recharged all duties carried out for clients and customers.
    4. Maintained Corporate Account Manager, Sales Manager, and Centre Manager's schedules, coordinating meetings, catering and client events as needed.
    5. Maintained telephone directory in the Telecall system, and provided Informative presentations on the Telecall system.
    6. Maintain meeting room diary, which included scheduling, record keeping and billing.
    7. Act as a Liaison between Clients, Office Staff, and property management.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Catering

Client Services Associate III Resume

Summary : Highly motivated and results-oriented professional with exceptional leadership and communication skills seeking to join your company. Looking for a company where can utilize Human Resources degree and Customer Service knowledge and skills.

Skills : Microsoft Office, Payroll, Recruiting, Receptionist, Customer Service, Customer Relations, Social Media, Interpersonal Skills, Internet Research, Writing, Leadership Training.

Description :

    1. Present Answer and transfer calls on a multi-line phone system.
    2. Accept deliveries, maintain floor plan, maintain phone lists and handle additional projects.
    3. Handle sensitive and/or confidential documents and information.
    4. Communicate with manager and client on job or deadline issues and vendors.
    5. Set-up conference rooms, including audio/visual equipment, furniture configuration and food/beverages according to the daily schedule and clean-up.
    6. Maintain order and cleanliness in the kitchen and catering areas and kept inventory of catering supplies.
    7. First point of contact for clients and mail super center.
    8. Manage client relationships in order to ensure a high level of customer satisfaction.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration

Client Services Associate II Resume

Headline : An experienced self-starter with a versatile skill set in office administration, customer service, museum operations, city government, construction, financial advising and industrial manufacturing. Excellent written and oral communication skills.

Skills : Building and maintaining computers, Microsoft Office, Linux.

Description :

    1. Generate advertising that reflects current promotions and reflects current company capabilities.
    2. Prepare marketing strategies alongside other company executives and staff.
    3. Analyze market trends and recommend changes to marketing and business development strategies based on analysis and feedback.
    4. Provide pricing proposal documents to clients based on study design provided by client.
    5. Contact clients with standard inquiries (i.e. clarifying baseline RFP/quote information, proposal delivery logistics, etc).
    6. Review RFP/quote requests to ensure initial understanding of client requirements.
    7. Work with Operations, Finance, Account Executives and others to compile proposal text and/or price response.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.A. In Communication

Client Services Associate I Resume

Summary : Responsible and reliable. Represent establishment with friendly, professional demeanor at all times. Motivated and skilled at providing exceptional service, accurately handling money and proficiently managing store inventory to maximize customer satisfaction and sales.

Skills : PHP, JavaScript, Apache Cordova, GitHub Electron, Programming, SQL, Linux.

Description :

    1. Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
    2. Recipient of multiple positive reviews acknowledging dedication to excellent customer service.
    3. Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
    4. Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
    5. Developed reputation as an efficient service provider with high levels of accuracy.
    6. Effectively processed maintenance and services for non-retirement, retirement, and 529 plans.
    7. Reviewed service and maintenance requests submitted by field offices to Waddell & Reed.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Client Services Associate/Assistant Resume

Summary : To be a successful employee in a challenging and demanding workplace and achieve excellence through growth and diligence.

Skills : Microsoft Office, Customer Service, Budgeting, Accounting.

Description :

    1. Receiving inbound phone calls from consumers with credit report monitoring services through multiple companies.
    2. Asking questions and viewing consumers' membership to determine if the situation involves fraud or identity theft.
    3. Create a fraud case and add a fraud alert to the consumers credit reports.
    4. Coordinate cases and contact agents or other departments as necessary.
    5. Provide additional information for consumer about what other steps need to be taken.
    6. Follow necessary standards and procedures.
    7. Ticketing and Point of Sale solutions for entertainment entities.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Client Services Associate/Specialist Resume

Summary : Over ten years of experience in an Administrative, Clerical, Collections, and Customer Service. Adept at providing support services in-person, as well as via phone and email. Excellent problem solving and troubleshooting skills with the ability to quickly learn. Ability to produce documentation for both technical and non-technical audiences.

Skills : Apple Personal Training Certified, Communication, compliance, human resources, public relations, Windows and Mac OS, mentoring, organization and planning.

Description :

    1. Managed and organized operational matters such as fund wind downs, ERISA monitoring and new products.
    2. Communicated with investment and operations teams for cash monitoring.
    3. Arranged and participated in client meetings with portfolio and sales team and ensured follow-up actions.
    4. Coordinated and led on site due diligence meetings and quarterly investor calls.
    5. Processed monthly capital activity and cash flows including subscriptions, redemptions and transfers.
    6. Produced monthly business reports with budget, pipeline and meeting activity with CRM.
    7. Prepared and distributed performance, monthly letters, company updates, and client reports.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Science

Client Services Associate/Supervisor Resume

Summary : To join a company that will utilize experience and enthusiasm to provide the best experience for the company and for their client. Also appreciate and use work ethic and drive in an ever-increasing capacity, to both benefit the company and desire to move into more challenging positions of responsibility.

Skills : Customer Service, Financial Services, Marketing, Office Manager.

Description :

    1. Serve as a main contact for clients regarding inquiries and requests including wires, account openings, and credit requests.
    2. Interacting frequently with clients to manage existing client accounts.
    3. Service clients by answering questions about their accounts.
    4. Provide information such as account balances, login credentials, and other account-related information.
    5. Informed of all important information and activities related to their clients' accounts and transactions.
    6. Research and effectively resolve complex problems in client accounts at the request of the client or FA.
    7. Notify the FA and/or client of the outcome.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Certificate Of Completion

Client Services Associate/Analyst Resume

Objective : Seeking a full time/part time position that requires strong organizational skills. To work in an environment that has opportunity for advancements within a company. Set goals high for extremely working hard and acquiring the most knowledge as possible.

Skills : Microsoft Office, Salesforce, Calendar Management, POS.

Description :

    1. Timely and professional communication with various clients, as a primary local point of contact.
    2. Assists in the input and process of incoming orders, following all routing and special instruction guidelines.
    3. Monitors and tracks orders, providing shipping updates to clients as applicable.
    4. Prepares necessary paperwork (Delivery Orders, Bill of Lading, etc.).
    5. Assists with data entry and invoicing, including timely billing within set milestone guidelines.
    6. Timely placement of applicable documents into WMS document storage.
    7. Timely and accurate processing of returns, including WMS receiving and notification to client.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Science

Client Services Associate/Coordinator Resume

Objective : Dedicated and enthusiastic professional with over ten years of experience in customer service related professions across public and private sectors. Adept as assessing needs, along with designing and implementing solutions in collaboration with all stakeholders.

Skills : Microsoft Word, Salesforce, Excel, Customer Service.

Description :

    1. Coordinated and processed service order requests.
    2. Served as primary point of contact for high profile clients to ensure client satisfaction.
    3. Provided technical assistance to customers.
    4. Responsible for client training, accuracy of data and timeliness of invoice processing.
    5. Monitored and worked all assigned internal reports, open, unresolved, and billing ticket reports.
    6. Provided a combination of on-site and remote coverage for extended hours of operations.
    7. Served as liaison between clients, telecommunication vendors, developers and other essential staff.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA In Sociology

Client Services Associate Resume

Summary : Experienced business administration professional with exceptional skills in secretarial sciences, office and project management, business management and operations, human resources, community development, and marketing.

Skills : MS Office, Word, Excel, Outlook, AS400, Crystal Reports, Track-It And E-Assist Software.

Description :

    1. Answered Main Help Desk Phone Line as First point of contact for internal and external calls.
    2. Entered all call into E-assist Software Program.
    3. Assigned and entered work orders to CSR's daily using Track-it Software Program.
    4. Monitored all assigned work orders to insure that cases were closed within a timely manner.
    5. Called clients to give ETA follow-up with status of request.
    6. Maintained administrative documentation & logs as directed.
    7. Maintained inventory and ordered office supplies as needed.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS