A Client Support Associate works in the financial industry and offers services to financial advisors and their clients. While the actual job duties vary based on the type and scope of the industry, the following are certain core responsibilities mentioned on the Client Support Associate Resume – performing administrative duties and financial functions, meeting clients and advisers, contacting clients with information regarding their investments and accounts; assisting in the management of routine customer requests and queries; preparing and documenting client details, developing and reporting applications and delivery within timelines; and coordinating with financial advisers.
Employers typically look for applicants with the following skills and abilities – experience in client service methods and practices; sound knowledge of financial markets and principles; knowledge of economic accounting practices; familiarity with relevant software, and multitasking skills. Hiring companies look for resumes denoting at least a degree.
Headline : To obtain a challenging Client Support Associate position that would utilise my relationship building abilities, excellent interpersonal and problem solving skills assisting individuals with mental health challenging to learn to develop life skills to achieve autonomy.
Provided operational and strategic support to the company's client managers.
Ensured that the client managers have the necessary resources to achieve 100% client satisfaction.
Provided day-to-day operational support for client managers including daily metric tracking.
Performed patient letter quality assurance, track approvals, and monitor mailings.
Assisted in all standard reporting activities including monthly reports, quarterly reports, and SLA reports.
Ensured quality assurance of all reports.
Assisted in new client and program year implementation, including program set-up and letter build process.
Experience
5-7 Years
Level
Executive
Education
BA In Communications
Client Support Associate Resume
Headline : Well organised customer oriented professional with a proven career in full time positions, Working well independently, communicates well, and is flexible with change, Performing well under deadlines, Recognising for prioritisation skills, time management, and a positive work ethic, Motivating by increasing responsibilities and goal attainment.
Assisted Branch office with customer discrepancies regarding AT&T customer's telephone, e-mail and cable services.
Researched and resolved billing discrepancies and verify accuracy of charges or correct errors in accounts.
Contacted customers to secure timely payment of open invoices, identify patterns of short-payment or non-payment and maintain collection notes while promoting customer support.
Researched and responded to in-house inquiries.
Participated in collaborative efforts.
Directed customers to the appropriate department.
Handled customer issues by utilising troubleshooting skills.
Experience
5-7 Years
Level
Executive
Education
Associates In General Education
Client Support Associate Resume
Objective : Client Support Associate with 3 years of experience in Providing support to internal and external clients, Working closely with the technical team to resolve issues, providing timely solutions with minimal impact to the overall project schedule, Conducting marketing and sales research and analysis of client needs, and also Working with the product manager, engineering staff, and other teams to ensure that the product is developed in a timely manner; planning for launch dates when necessary.
Skills : Efficient In Microsoft Word, PowerPoint And Excel; Typing: 50 Wpm.
Description :
Assisted adult clients with developmental disabilities.
Helped clients in both assisted living facilities and in their own living quarters.
Provided daily notes on clients' progress, reporting issues calling for more intensive support.
Facilitated open, accurate and objective communication among client, client's other support network and employer.
Provided professional, caring, knowledgeable assistance to clients of mixed ages, abilities and ethnicities.
Easily established rapport with clients and their families, focusing on safety and best-practice care giving.
Gathered and analysed data, create financial plan with recommendations.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Client Support Associate Resume
Objective : To work towards achieving the greater success in my career through hard work, consistency and the ability to work with others to achieve organisational goals, aims and objectives, Helping customers with billing and customer service issues related to their products or services, Assisted with training related to product features and functionality .
Skills : Microsoft Office, Graphic Design, Event Planning, Written Correspondence, Written Communication, Telephone, Executive Support, Social Networking.
Description :
Assisted with chores around the hours.
Assisted and encouraged to be involved with activities in the community or clients choice.
Assisted adult clients with developmental disabilities.
Helped clients in both assisted living facilities and in their own living quarters.
Provided daily notes on clients(tm) progress, reporting issues calling for more intensive support.
Facilitated open, accurate and objective communication among client, client(tm)s other support network and employer.
Provided professional, caring, knowledgeable assistance to clients of mixed ages, abilities and ethnicities.
Experience
2-5 Years
Level
Executive
Education
BA In Culinary Arts
Client Support Associate Resume
Summary : Client Support Associate is responsible for Relaying information to customer support teams in a timely manner and keep them informed of the status of their issues, Providing technical assistance to customers on issues related to their products or services, Assisting with customer service training on product features and functionality, Answering customer questions about technical specifications, product features and functionality.
Skills : Microsoft Office, Microsoft Outlook, Cash Handling, Call Center, Customer Relationship Management, Customer Relations, Payroll, Insurance Verification.
Description :
Provided excellent customer service at all times while processing orders.
Provided and ensured efficient and accurate processing of all orders coming through the portal.
Ensured that no order remained in the portal longer than 3 minutes.
Assisted team members to ensure quality service on all orders and phone calls.
Maintained a professional working environment within the call center.
Met preparation with illustrations.
Followed up after client meeting.
Experience
10+ Years
Level
Senior
Education
High School Diploma
Client Support Associate Resume
Objective : Client Support Associate with 8 years of experience in Assisting with troubleshooting any issues that arise within the product(s) being purchased by customers, Following up with clients on a regular basis regarding any updates and fixes that have been made to the product(s) being purchased by customers (if applicable), Supporting sales, marketing, and engineering teams on an ongoing basis in order to improve customer satisfaction.
Skills : Microsoft Office, Billing, Supportive Skills.
Description :
Assisted team in meeting departmental service objectives by providing basic research/analysis of loan/hazard related details Review coverage's to be.
Created invoices and coordinate client billing process.
Expertised with Microsoft Office, specifically working with complex Excel spreadsheets.
Determined clients' financial services needs and prepare proposals to sell services that address these needs.
Prepared forms or agreements to complete sales for the Financial Advisor.
Sold services or equipment, such as trusts, investments, or check processing services.
Provided one-on-one support to clients, from initial contact to billing and invoice processing.
Experience
2-5 Years
Level
Executive
Education
Diploma
Client Support Associate Resume
Summary : Client Support Associate with 9 years experience in Providing technical support for the product(s) being purchased by customers, Providing training to customers on how to use the product(s) using customer centered training methods (if applicable), Assisting with determining if and when a new version or patch is required or desired.
Skills : CPR Certified, First Aid Certified.
Description :
Provided technical support to clients when necessary, but only as a last resort when there is an issue or problem with their product.
Worked closely with product managers and engineers on a daily basis to resolve problems in a timely manner. This will include troubleshooting issues and giving guidance on how to solve them better next time.
Provided outstanding customer service, answering phone calls, responding to emails, and providing technical support when needed.
Made every effort to resolve problems as quickly as possible and resolve them without undue delay.
Proactively sought solutions to customer issues.
Communicated with customers about your company's products and services.
Communicated effectively with internal and external stakeholders on behalf of our clients.
Experience
7-10 Years
Level
Management
Education
Masters Of Science
Client Support Associate Resume
Objective : Solution oriented, highly analytical, and resourceful technological professional seeking opportunity to strategically resolve technical issues while delivering unsurpassed end user service, Managing any other Customer Service related activities required by the organisation, Conducting all project related activities including but not limited to design reviews, user testing exercises, integration reviews, QA/QC, launch planning meetings etc.
Skills : Quick books, Microsoft Office, Marketing, Planning.
Description :
Identified potential solutions to problems that customers may have and recommend them to management.
Provided technical support for products, projects and services.
Ensured that customers are not experiencing outages or other issues that need to be resolved quickly.
Performed regular backups and restore of critical data.
Worked with engineering to resolve difficult problems and develop workarounds.
Maintained knowledge of the latest technology in IT related fields (e.g., cloud, mobile, social media).
Understood the product requirements and the business needs of customers.
Experience
2-5 Years
Level
Executive
Education
MS
Client Support Associate Resume
Objective : As a Client Support Associate, responsible for Managing all customer service functions including: product development, sales, service, technical support, marketing and operations, Managing the development lifecycle for a variety of products and services, Developing and execute a comprehensive customer service strategy to ensure that our customers receive exceptional customer service with the highest quality expected from our products and services.
Provided technical support to clients (customer facing applications).
Implemented and managed features, enhancements, or new functionality as requested by customers.
Developed guidelines, policies and procedures for technical support interactions with customers.
Worked independently or as part of a team.
Solved complex problems quickly.
Worked under pressure with minimal supervision required; ability to prioritise tasks based on deadline constraints.
Experience
2-5 Years
Level
Executive
Education
GED
Client Support Associate Resume
Objective : To obtain a Client Support Associate, responsible for answering customer questions or resolve issues online or via telephone, Tracking and responding to complaints from customers regarding products, services or billing issues, Maintaining a database of known problems with products, services or billing issues that customers may be experiencing.
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