Lead Service Advisor Resume Samples

A Lead Service Advisor is responsible for managing new and current client relationships. A well-drafted Lead Service Advisor Resume mentions the following duties and responsibilities – making sure that the client is getting great advice and recommendation; participating in client relationship development and management; leading and directing discovery, decision, and review meetings for current and prospective clients; solving complicated financial planning, estate, tax and retirement issues; collaborating with portfolio managers and ensuring the client is invested appropriately; organizing and directing client priorities and tasks amongst team members, and training new team members and advisors.

The most sought-after skills for the post include the following – experience in financial advisory services, demonstrable ability to develop and manage plans and manage client relationships; excellent interpersonal and communication skills, presentation and listening skills, the ability to understand and explain sophisticated financial concepts and issues; and strong problem-solving skills. To work in this capacity, a degree and CFP designation would be preferred.

Lead Service Advisor Resume example

Lead Service Advisor Resume

Objective : Lead Service Advisor is Determining specialized product needs and services by working directly with customers, Suggesting add-on sales to increase average transactions, Providing price estimates for designated installations prior to scheduling appointments, Keeping customers apprised of work progress.

Skills : Service Management, Retail Management, Retail, Accounts Payable, Accounts Receivable, Cash Management, Cashier.

Description :

    1. Worked a 70 hour work week, with alternating Saturdays.
    2. Worked with ADP and the Reynolds and Reynolds systems.
    3. Company switched over to ADP 5 months ago and eliminated Reynolds and Reynolds.
    4. Answered the majority of the service calls, set up the appointments, build in new service customers, and write up walk - ins.
    5. Worked with the technicians one on one with estimates and their hours requested, their repair stories, and any issues with the customer's vehicles.
    6. Worked with the parts department on the prices and availability of the parts and special ordering what I need for the customer, or coordinating the runners to pick up the parts.
    7. Managed the time of the repair and update the customer with the progress along the way.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
B.S. In Business Administration


Lead Service Advisor Resume

Headline : Self motivated Lead Service Advisor with 12 years experience in high profile dealership environments, focused on customer satisfaction, service triage and service and parts sales. Core Strengths Strong organizational skills Proficent in Procede service software Seasoned in conflict resolution Microsoft Office Suite Large cash/check deposits expert Spreadsheets Invoice processing Customer service expert Energetic work attitude.

Skills : Microsoft Office Suite, Customer Relationship Management, Customer Service.

Description :

    1. Wrote up service work orders.
    2. Performed 22 point inspection on every truck.
    3. Performed basic triage and dispatch technicians to work.
    4. Created estimates and submit to customers for approval.
    5. Processed and closed all work orders.
    6. Flagged all technicians time and submit to payroll.
    7. Processed all sublets and invoices.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma


Lead Service Advisor Resume

Objective : As a Lead Service Advisor is Providing customer service and loss mitigation services to Drive Time dealership customers. Coaching employees to service and collect payments on Current to Forty Three Days past due auto loan accounts. Developing other solutions to bring past due accounts current (extensions, split payment options, account corrections).

Skills : Certified Train Conductor, Service Advisor, Sales, Reynolds & Reynolds, As400, ADP, Microsoft Outlook, Microsoft Office, Word, Windows.

Description :

    1. Originally employed as GM Technician: Performed preventative maintenance, scheduled maintenance and safety inspections.
    2. Performed diagnostics and repairs of the following but not limited to: Engine performance issues Air/hydraulic brake system Electrical systems Automatic transmissions Suspension systems Steering systems Overall drivability Promoted to Lead Service Advisor: Ascertain automotive problems and services by listening to customer's description of symptoms; clarifying description of problems; conducting inspections; taking test drives; checking vehicle maintenance records.
    3. Examined service schedules.
    4. Verified warranty and service contract coverage by examining records and papers; explaining provisions and exclusions.
    5. Developed estimates by costing materials, supplies, and labor.
    6. Calculated customer's payment, including deductibles.
    7. Prepared repair orders (RO) by describing symptoms, problems, and causes discovered, as well as repairs and services required.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA In Business/Accounting

Lead Service Advisor Resume

Summary : Over 18 years of experience in the automotive industry, including expertise as an automotive technician, warranty clerk, service advisor, and mechanical claims adjuster. Committed to providing superior customer service. Professional Objective Obtain a position that provides a challenging environment, offering opportunities to utilize and expand my customer service skills and provides an opportunity to learn new skills.

Skills : Management, Sales, Service.

Description :

    1. Developed strong organizational and interpersonal skills, maintained an efficient service department with a high degree of customer service.
    2. Developed strong written and verbal communication skills.
    3. Acquired budgetary estimates from part/equipment vendors for customer purchases.
    4. Prepared wreck repair reports for insurance companies and customers.
    5. Created and supervised repair orders to ensure compliance with dealership policies, insurance regulations, and warranty requirements as well as federal and state laws.
    6. Developed strong time management skills coordinate with technicians, painters, powder coaters and ceramic coaters to ensure quality repair work in a timely manner.
    7. Obtained approval signatures.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MA

Lead Service Advisor Resume

Summary : Lead Service Advisor is Training other team members in effectively finding solutions to help customers bring past due accounts current. Training employees to assist customers in making current and past due auto loan payments. Skipping traced past due account holders. Increasing profitability 15% by decreasing Drive Time due loss while controlling roll rate percentage on past due loans every month.

Skills : Microsoft Office, Excel, Outlook, Word, Techpoint, Estimating. Forklift Certification, Inventory Control.

Description :

    1. Handled phone calls, email and faxes from customers.
    2. Opened repair orders, ordered parts needed, generated estimates, obtained purchase orders, placed follow up phone calls and email on status.
    3. Dealt with national accounts with repairs needed on units.
    4. Provided customer service to each client in a timely and courteous manner.
    5. Increased revenue for service and parts departments.
    6. Advised general manager of ideas to improve productivity in the company.
    7. Used Customer Service, multi tasking, all Microsoft programs - excel, outlook, word, power point.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BA In Accounting

Lead Service Advisor Resume

Objective : Seek to work in an environment that will challenge me further; while allowing me to contribute to the growth and success of the organization. A position that will provide me the ability to apply my sales and work experience to a growing industry focused on exceeding customer expectations.

Skills : Ordained Minister/Counselor, Microsoft Office, Management, Customer Service, Strategic Planning.

Description :

    1. Ensured call resolution in a timely manner, maintained highest level of quality support in every customer interaction.
    2. Interacted positively with team members, customers and other partners.
    3. Diagnosed and provided a path to resolve inquiries related to all aspects of the products and interacted with the product applications.
    4. Assisted customers in choosing the service that best meet their needs.
    5. Performed precautionary checks and balanced to predict maintenance services needed.
    6. Worked with technicians to make sure all services were performed correctly and parts were installed properly.
    7. Completed the required training program.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Lead Service Advisor Resume

Summary : Lead Service Advisor is Ensuring appropriate coordination with matrix partners (PMO, IT, BAT, etc.) that conduct user acceptance testing is happening in a timely manner. Assessing current testing needs and milestones, and determine velocity/capacity to effectively conduct the testing for projects and initiatives, Ensuring projects are completed within committed timeframe and budget, and integrated with other business and related projects.

Skills : Microsoft, Database Management, Excel.

Description :

    1. know ledged of Detroit/Mercedes/Cat/Cummins diesel engines and Sprinter Vans.
    2. Communicated during the process updating customers so they are well informed of any issues, prices for repairs, and estimation of completion.
    3. Scheduled of appts and collecting of payments at delivery of finished product.
    4. Offered top of the line one on one service to my customers and established a working relationship using my knowledge and sales ability to benefit the client as well as maximize profits for my employer while thriving in and maintaining a fast paced productive environment.
    5. Assisted the store manager in administrative functions vital to operations of the dealership.
    6. Entered RO into service database system.
    7. Maintained customer rapport by explaining estimates and expected return of vehicle; obtaining customer's approval of estimates.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Lead Service Advisor Resume

Summary : A versatile and skilled professional with leadership qualities and hands-on experience developing and improving customer relationships. An assertive manager with interpersonal, communication, negotiation, and people management skills.

Skills : Experience With Auto Soft, ADP, Reynolds And Reynolds.

Description :

    1. Established long-term positive relationships with customers.
    2. Followed all Safeguards and OSHA rules and regulations.
    3. Completed Customer care including: scheduling appointments, identifying service needs and required maintenance using historical service data, advise of needs as per mechanic suggestion, estimate cost for all required work and deliver using tact and understanding of customer needs, ensure customer understands all services provided.
    4. Ensured comprehensive re-delivery check of customer vehicle, ensuring cleanliness and that all items identified for service/repair have been carried out appropriately and on schedule.
    5. Addressed customer's questions/needs promptly and professionally.
    6. Responsible for training new service advisers.
    7. Reviewed results of customer satisfaction surveys with service manager, and suggested areas of improvement, carried out those suggestions.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science

Lead Service Advisor Resume

Summary : Ambitious, experienced and educated Fortune 500 manager and small business owner. Persuasive, motivational leader. Placing a heavy focus on customer service and satisfaction. Has strong analysis and decision making skills, with a high attention to detail. Innovative, creative thinker and problem solver.

Skills : Able to lift heavy objects, Microsoft word, Excel, 2 ton truck certified,.

Description :

    1. Consulted with customers in regards to vehicle repairs and maintenance services.
    2. Maintained a high CSI (Customer Service Index).
    3. Worked with technicians to maintain an effective team.
    4. Recommended and up sell needed services.
    5. Inspected vehicles before and after repairs are complete.
    6. Trained and developed new service advisors.
    7. Acted in the role of Service Manager when the Service Manager is unavailable.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS In Criminology

Lead Service Advisor Resume

Objective : Looking for an opportunity for entry level employment or internship that would give me the experience in the field of psychology to work in a substance abuse counseling environment, Leading advisors in developing more advanced processes in retaining clients, allowing for more productivity and less stress work environment.

Skills : ADP Drive Expert, CDK, SSPS, Karma, Digital Drive, Reynolds And Reynolds, Windows And Macintosh.

Description :

    1. Served as a Lead Service Advisor for customers receiving service to vehicles by implementing exceptional customer service and sales, as well as accruing generous profits for MIDAS.
    2. Collaborated with Customer Care Manager to create strategic plans to enhance customer satisfaction.
    3. Provided employees with tools to maintain and increase service levels to customers.
    4. Gathered, analyzed, and reported daily/weekly/monthly sales and service statistics.
    5. Increased employee knowledge by assisting with development and implementation of product- awareness.
    6. Received outstanding positive comments from team members on employee reviews, as well as exceptional feedback from senior management.
    7. Provided customers with highest level of courtesy, privacy & respect.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BA In Business Administration