Client Specialist Resume Samples

A Client Specialist will undertake a variety of tasks pertaining to the delivery of product/service to the company’s clients. The essential duties and tasks that are listed on the Client Specialist Resume include – researching and responding to client service issues, answering telephone calls, supporting client relationship manager as needed, drafting reports, providing necessary product and service, acting as liaison between customer support team and customers, analysing clients complaints, assisting clients directly and guiding them to respective personnel, meeting customers and getting feedback, guiding customers in purchasing and payment process, and handling all support requests.

The chief skills that are required for this position include – strong verbal and written communication skills, extensive knowledge of consumer product and service, outstanding customer service skills, proven ability in work prioritization and accomplishing tasks, and flexibility to work for long hours. Most of the resumes denote a degree pertaining to the area or work.

Client Specialist Resume example

Senior Client Specialist Resume

Summary : Skilled Senior Client Specialist with over 7 years of corporate experience in handling all Domestic and International back-office operations. Diligent and driven Client Service Specialist who has achieved success in a variety of roles with increasing levels of responsibility

Skills : Excellent Interpersonal, Written, And Oral Communication.

Description :

    1. Managed the process of courseware development from inception through the national roll out to internal and external customers.
    2. Developed e-learning solutions for internal and external customers.
    3. Delivered client education and training initiatives covering the entire breadth of software solutions and/or Industry practices.
    4. Demonstrated superior communication and presentation skills.
    5. Managed client relationships at all levels.
    6. Created a standardized certification process and course materials for certification boot camps for internal trainers targeting different industry segments.
    7. Managed a team responsible for defining job descriptions for and creating a new position.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Masters Of Science


Business Client Specialist Resume

Summary : An effective communicator and team-builder with strong analytical, management and organizational skills. Seeking to be the part of a well-reputed company, where working and learning go hand in hand, where the interpersonal & management skills can get enhanced and be used in the flourishing and development of the company.

Skills : Excellent Organizational Skills, Strong Customer Relations Skills, Computer Proficiency, Data Entry, Multi-Line Telephone Systems

Description :

    1. Support Commercial Client Specialist and Financial Center Managers/personnel as needed.
    2. Assist clientele with Business Banking needs.
    3. Assist with daily NSF and overdraft accounts. Collect on past-due loans Type and proof correspondence, forms, reports, loan documents, supporting loan documentation, etc.
    4. Perfect and maintain collateral and supporting documents on commercial loans.
    5. Assist Managers in processing loan renewals by obtaining necessary financial reports from clients Receive and screen visitors and telephone calls.
    6. Respond to general inquiries concerning the activities and operation of the department.
    7. Schedule and coordinate loan closings, meetings, conferences, special events, and appointments for two Business Banking Relationship Managers/Officers.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Diploma


Administrative Client Specialist Resume

Headline : Goal-oriented and dedicated to high levels of customer satisfaction and meeting aggressive business goals. Motivated leader with strong organizational and prioritization abilities. Excellent communication and time management skills. Passionate with a drive for excellence.

Skills : Microsoft Office, Salesforce, Customer Service, Training & Development, Sales, Financial Markets, Microsoft Excel.

Description :

    1. Set up primarily Medicare patients on catheter supplies.
    2. Convinced patients to not reuse catheters while promoting sterile use to prevent infections.
    3. Effectively managed roughly 250 accounts with attention to detail, quality, and punctuality.
    4. Reviewed patient insurance coverage and assisted clients to ensure ease of transaction.
    5. Communicated with outside representatives on what is needed in documentation in technical and precise wording.
    6. Uploaded faxed documents into the paperless files.
    7. Handled multiple patients while receiving phone calls from existing patients who may have questions, concerns, and changes to make to their accounts.
    8. Audited accounts to guarantee account integrity.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Major Account Client Specialist Resume

Headline : Major Account Client Specialist with more than 5+ years of experience in customer service, detailed office administration and sales-driven work with a high degree of innovation, work ethic and professionalism. Collaborative, self-driven, and open-minded, seeking employment where one can utilize strong interpersonal and analytical skills,

Skills : 10-Key Calculator, Filing; Microsoft Word, Excel, Outlook, PowerPoint.

Description :

    1. Worked as a specialist for an acquiring bank in assisting merchants with security features, PCI compliance and account management.
    2. Educated merchants about fees and actions required by the Payment Card Industry.
    3. Worked occasionally as a Subject Matter Expert by assisting new hires and senior agents by guiding and answering any questions pertaining to the subject at hand.
    4. Worked numerous amounts of switches and successfully distinguished the different departments upon each incoming call.
    5. Performed outbound calling when necessary.
    6. Educated merchants about breaches and ways to protect their business outside of promotional services available.
    7. Produced tickets for refunds, technical assistance, and fee disputes.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Vocational

Client Specialist & Team Lead Resume

Summary : Client Specialist & Team Lead, skilled at demonstrating unique value propositions to win new business and deliver revenue growth. Works well in a fast-paced environment. Experience in leading teams of employees to achieve corporate results, skilled at demonstrating unique value propositions to win new business and deliver revenue growth. Polished presenter and communicator, with highly developed interpersonal skills.

Skills : Bilingual Spanish/English, Computer, Management.

Description :

    1. Worked as a Liaison between Distribution Alternatives and The Northwest Company as an onsite at the Warehouse.
    2. Interacted directly with clients and build positive relationships.
    3. Routed incoming calls and support requests to the appropriate personnel.
    4. Reviewed and approved proposals or requests, providing supporting material.
    5. Set up, process, retire, and archive client records, including orders and tracking of all contact.
    6. Verified any inbound and outbound goods at the Distribution Center.
    7. Checked quality of merchandise arriving into the warehouse prior to it shipping to customers.
    8. Communicated with vendors regarding back order availability, future inventory and special orders.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
High School Diploma

Key Client Specialist Resume

Summary : A versatile, analytical, performance-driven Key Client Specialist with a solid background managing the financial and operational aspects of multiple real estate properties and projects. Positive and upbeat team player with exceptional knowledge and hardworking mentality.

Skills : Proficient in Microsoft Word, Excel, PowerPoint, Customer Service, Training & Development, Sales

Description :

    1. Promoted into a position to manage a broad range of personal banking services to affluent clients with an annual income of $150,000 and $500,000 in investable assets.
    2. Interpreted financial statements, credit reports, and appraisals.
    3. Processed loan documents for commercial, real estate, and residential property, as well as assist in loan closings.
    4. Assisted credit analysts to evaluate financial statements and tax returns to modify consumer and commercial lines of credits.
    5. Balanced and dispersed general ledger accounts.
    6. Monitored overdraft reports, kitting reports, missing document/loan exception reports.
    7. Set-up and process merchant banking products and services for customers.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Masters of Business Administration

Client Specialist I Resume

Summary : Highly trustworthy, ethical, and discreet; committed to superior customer service. Confident and poised in interactions with individuals at all levels. Detail-oriented and resourceful in completing projects; able to multi-task effectively. Motivated with an understanding of processes, Client relations, and multi-line telephone systems

Skills : Customer Service Word Processing, Excellent Interpersonal, Written, And Oral Communication.

Description :

    1. Maintained primary communication between Customer and DA Warehouse.
    2. Ordered entry, maintain and release orders, Request special projects from PCD and ensure the task is completed in a timely manner.
    3. Maintained Open Order Reports, Return Logs, Cross-Docks, and End of Month Reports. with current Vendor-specific shipping instructions, batch pull, and tally sheets.
    4. Provided the customer with any order specific shortages, Ext.
    5. Assisted customers with minor and major service needs.
    6. Assisted clients with all questions in product, availability, and pricing.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
Bachelor Of Science

Contract & Client Specialist Resume

Summary : Seeking to be associated with a progressive organization that provides a dynamic work sphere and opportunity to capitalize on the skills and abilities in the field of business development, communications, project management, and marketing. Looking forward to a career that provides an opportunity to continuously learn and develop the personality in a challenging work atmosphere

Skills : Commercial Insurance, Customer Service Skills, Healthcare.

Description :

    1. Provided customer service to large commercial insurance service accounts.
    2. Assisted in mentoring new employees. Assist colleagues to troubleshoot and resolve client issues 
    3. Provided day-to-day client servicing, including coverage inquiries, policy changes, accounting inquiries, policy schedules/summaries and review of contract insurance requirements.
    4. Interfaced with various business units to resolve service issues.
    5. Addressed and complete special client projects.
    6. Assisted colleagues with new business opportunities.
    7. Prepared Submissions and Proposals. Review all contracts/documentation for legal compliance purposes.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
Certificate

Client Specialist/Consultant Resume

Summary : Talented, sales-driven Client Specialist/Consultant, a recognized expert in the fields of direct sales, Inside Sales and partner channel sales management. Equipped with 15+ years of experience in the areas of sales, marketing, business operations, and development. Bilingual business professional with strong communication skills; both conversational and written.

Skills : Excellent Organizational Skills, Strong Customer Relations Skills, Computer Proficiency, Data Entry, Multi-Line Telephone Systems

Description :

    1. Responsible for revenue growth through sales of additional Thomson Reuters desktops and feeds.
    2. Protect existing client relationships and revenue through ongoing retention efforts, which include delivering product training, platform troubleshooting, and serving as an advocate for clients internally.
    3. Manage new revenue and 'At Risk' client pipelines.
    4. Communicate, demonstrate and sell system enhancements to increase use.
    5. Provide training to users on client sites and via online demos.
    6. Engage the internal resources to resolve problems and escalate client issues appropriately.
    7. Work with internal staff to develop solutions to client's problems.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
BBA

Client Specialist Resume

Objective : Client Specialist bringing extensive call center experience in inbound, outbound and blended environments. Strength in training and development, client relations and problem-solving. Outstanding communication and interpersonal skills. Excellent time management and organizational skills. Persuasive, emphatic with good problem-solving skills

Skills : Word Processing And Typing, 10-Key Calculator, Filing; Microsoft Word, Excel, Outlook, PowerPoint

Description :

    1. Investigated and resolved customer inquiries and complaints.
    2. Adhered to all confidentiality requirements at all times.
    3. Met all customer call guidelines including service levels, handle time and productivity.
    4. Promptly responded to inquiries and requests from prospective customers.
    5. Facilitated inter-departmental communication to effectively provide customer support.
    6. Trained staff on operating procedures and company services.
    7. Provided accurate, specific and timely performance feedback. Followed-through on all critical inter-departmental escalations to increase customer retention rates.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Science