Client Relationship Specialist Resume Sample
Ruthie McClure
8713 Garrison Estate,
Chicago,
IL
+1 (555) 892 1218
Work Experience
Client Relationship Specialist
03/2017
-
PRESENT
Chicago, IL
- Support FSG new business generation by helping the groups’ senior banker(s) introduce opportunities and encouraging ongoing dialogue between investment banking industry and product teams and potential private equity clients
- As team’s primary Client Contact Specialist (CCS), schedules appointments for Advisors by proactively contacting “unassigned” clients and manages Advisors calendar. In the advisors absence, manage voice and emails to ensure clients are responded to in a timely manner
- Goal Management success as measured within the Performance Management System
- Overall professional demeanor and embodiment of corporate core values as measured by the six (6) core competencies
- Quality of customer service as monitored by SMARSH, CIC, LYNC, and Quality Management
- Number of Contact Attempts to both assigned and unassigned clients
- Participates in projects related to the business’ and team’s overall business priorities
Client Relationship Specialist Senior
10/2012
-
02/2017
Houston, TX
- Serve as the customer’s voice within ERS
- Review clients’ accounts daily and proactively identify potential issues, resolve issues prior to client impact and identify potential improvements/enhancements for managing the account
- Develop and sustain comprehensive knowledge of assigned clients’ business and their account with NATS
- We’re a company who likes people, inside and outside of the organization. People are the heart of what we do
- Be a team player, be encouraging, motivate your peers
- Understands and gains access to customer’s short and long range planning objectives
- Owning, developing and pro-actively managing a portfolio of key client relationships
- Ensuring all SS&C service levels meet client expectations
- Articulating the benefits of SS&C services and business model to clients
Senior Client Relationship Specialist
08/2010
-
08/2012
Los Angeles, CA
- Incorporating client initiatives, needs, and structures into formal account plans, ensuring customer satisfaction
- Coordinating and fostering strong internal working partnerships within all SS&C service areas
- Maintaining knowledge of industry trends and their potential impact on SS&C
- Accountable for quality of service delivery
- Interact directly with the client and operations team to ensure timely and accurate trade confirmation, settlement and product maintenance process for all products in the client’s portfolio
- Collaborate with client and Cash and Collateral Management to clear any outstanding issues related to the management of their cash and collateral accounts
- Coordinate all projects related to the fund (i.e. rolling out new applications, establishing new prime broker relationships, establishing new custodians, setting up new products, opening new accounts, new funds, etc…)
Education
American InterContinental University - LA Campus
2005 - 2010
Bachelor's Degree in Business
Professional Skills
- Effective client service skills; strong interpersonal skills; and an ability to interact effectively with clients, peers, and management
- Strong organizational skills, process development and refinement skills
- Excellent verbal and written communication skills, including telephone communication and active listening with experience in building customer relationships
- Strong organizational skills, ability to prioritize, and focus on details
- Strong writing skills, proofreading, attention to detail required
- Demonstrates analytical skills in organization, planning, and research
- Proven situational leadership, coaching and development skills. (REQ.)
How to write Client Relationship Specialist Resume
Client Relationship Specialist role is responsible for training, health, relationship, security, credit, securities, reporting, research, digital, insurance.
To write great resume for client relationship specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Relationship Specialist Resume
The section contact information is important in your client relationship specialist resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Client Relationship Specialist Resume
The section work experience is an essential part of your client relationship specialist resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client relationship specialist responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client relationship specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Relationship Specialist resume experience can include:
- Engage clients and build relationships by executing strategically planned call campaigns, completing data requests, providing claim status reporting, or email marketing
- Strong communication skills Detail oriented with superior organizational skills
- Exceptional writing, interpersonal and client service skills
- Mandatory to obtain Series 7, 63 and 65, or 7 and 66 Knowledge and Skills
- Evidence of strong leadership qualities and mentorship capabilities
- Problem resolution, client service and client retention skills are essential
Education on a Client Relationship Specialist Resume
Make sure to make education a priority on your client relationship specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client relationship specialist experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Client Relationship Specialist Resume
When listing skills on your client relationship specialist resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical client relationship specialist skills:
- Effective time management skills,with the ability to prioritize issues and invest time where appropriate
- Prior experience managing client relationships within a mortgage lending and/or originations solutions setting is required
- Effectively train newly-hired CRS personnel and current CRS teammates as necessary. (REQ.)
- Salesmanship, creativity and problem-solving skills
- Initiative to work independently and multi-task while managing varying client/departmental priorities
- Creative and effective internal and external training solutions
List of Typical Experience For a Client Relationship Specialist Resume
1
Experience For Client Relationship Specialist Senior Resume
- Demonstrated ability to successfully handle administrative details and routine day-to-day issues independently, assuming responsibility without direct supervision
- Supports client issue escalation management program by utilizing excellent customer and internal relationship skills to address client issues and work with CRM Managers to create and drive action plans toward resolution
- Interact effectively with all levels of MSC and health ministry leadership, management and support staff
- Effectively manage and diffuse emotional, confrontational and escalated situations
- Willingness to obtain Series 7, 63 and 65, or 7 and 66 Knowledge and Skills
2
Experience For Client Relationship Specialist, ERS Resume
- Demonstrate flexibility and the ability to respond quickly and positively to shifting demands
- Client account service and support experience
- Strong communicator with ability to articulate ideas, both written and verbal
- Experience with Outlook, Excel, Word and PowerPoint
- Leverage firm resources for collaborating with peers and Financial Advisors, in addition to managing client interactions
3
Experience For Senior Client Relationship Specialist Resume
- Proactively participate in available training and education programs to maintain current status on policies, procedures and risk awareness
- Serve as a direct point of contact for new $3-5M plan sales and existing clients (TBD)
- Knowledge of Windows Suite including Excel, Word and PowerPoint is essential
- Provides specific service delivery area incident management support to local health ministry leadership teams
- Supports client project intake and management process through providing service delivery area subject matter expertise to requirements gathering and solutioning process
- Provides primary oversight of specific service delivery user/partner community websites including providing pertinent and timely content, discussion forum mediation, live hosted event participation, etc…
- Utilizing excellent written communication skills, creates content and coordinates specific service delivery area communication initiatives as defined by the MSC communications calendar
4
Experience For Investment Client Relationship Specialist Resume
- Attends, participates and supports client calls/meetings as outlined via client relationship management program by providing subject matter expertise and insight related to specific service deliver area
- Provides SME support to Client Relationship Managers in their efforts to analyze, address and respond to client feedback through various feedback collection efforts
- Using highly effective relationship building and customer service skills, positively represents the MSC in creating and maintaining client relationships that drive the overall satisfaction of deployed health ministries
- Support multiple Client Relationship Managers and multiple Health Ministries simultaneously, effectively managing tasks and priorities
- Fosters partnership and goodwill throughout all client interactions, including periodic onsite client health ministry (hospital) visits as necessary
5
Experience For Client Relationship Specialist AMG Resume
- Procure to Pay, Record to Report OR Hire to Retire Symphony solution service delivery expertise. Including systems, processes and procedures
- Proficiency in PeopleSoft and other ERP systems used to support specific service delivery area
- Mentor other Client Relationship Specialists and serve as a subject-matter / support resource
- Ensure high quality of customer service with each client interaction
- Maintain existing client relationships through the processing of client requests, resolving client inquiries (non-investment or product related), and making sure key client information and documentation is up to date
- Ensure all service requests are handled in a timely and accurate manner; if there are any issues, resolve / escalate on a case-by-case basis
- Work in a fast-paced inbound call environment
6
Experience For Investment Banking Client Relationship Specialist Resume
- Act as an escalation contact for resolution or non-routine sponsor issues
- Serve as a primary resource to retain non-executive client business
- Retirement plan services
- Peer relationships: Can solve problems with peers and is seen as a team player who easily gains trust and support of peers and encourages collaboration. Excellent interpersonal skills and the ability to work cross-functionally and within a team. Works well with employees at all levels of the Company’s and has the ability to function and build relationships in a highly matrixed environment
List of Typical Skills For a Client Relationship Specialist Resume
1
Skills For Client Relationship Specialist Senior Resume
- General mathematical skills and demonstrated ability to think logically
- Proficiency in digital marketing; proven track record of managing high-level Clients’ digital campaigns, metrics, and optimization strategies
- Good working knowledge of the company's products and services
- Active and valid Series 7 and 63 required
- Active and valid Series 9/10 is required
- A valid and active Series 7 license is required
2
Skills For Client Relationship Specialist, ERS Resume
- A valid and active Series 9/10 license is required
- A valid and active Series 66 (63/65) license is required
- Manage multiple client situations, needs and inquiries simultaneously, and prioritize accordingly
- Valid and active Series 7 & 63 licenses are required
- Experience in the Medical Laboratory industry
- Demonstrates ability to manage with all levels within the organization and diverse populations
- Work experience. Preferably in Media
- 1 – 5 years’ experience in either: call center, customer service or help/service desk environment
- Plan/client relationship experience
3
Skills For Senior Client Relationship Specialist Resume
- Three (3) years Administrative Assistant experience. (REQ.)
- Two (2) years First Command Administrative experience (PREF.)
- Licensing required: Series 6 and Life & Health required
- Ensure we are meeting agreed-upon timelines and problem-solving where there are exceptions
- Excellence in maintaining and managing elite-level client relationships
- Superior problem solving ability in a dynamic environment
- Professional presence and ability to liaise with all levels of management both internal and external, including executive leadership
4
Skills For Investment Client Relationship Specialist Resume
- Action-oriented with the drive to take initiative and accountability for decision-making
- Ensures client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund performance
- Works closely with sales, recordkeeping, and operations staff
- Has thorough understanding of assigned clients’ requirements
- Knowledge and understanding of industry regulations & standard
- Multi-tasking across activities and functions
5
Skills For Client Relationship Specialist AMG Resume
- Knowledge in mortgage lending investor and/or agency guidelines and federal regulations
- Synchronize with Client Services and Sales team on client engagement activities and providing them with updates
- Sets and manages clients expectations
- Ability and willingness to participate in team environment
- Maintains balance between productivity and quality performance within the departmental guidelines
- Prepares forms to be forwarded to other departments for problem resolution and monitors for timely and accurate completion
6
Skills For Investment Banking Client Relationship Specialist Resume
- Maintains professionalism with clients peers, supervisors, and other co-workers
- Manage multiple client situations, needs and inquiries simultaneously
- Hold Life and Health Insurance license
- Willingness to work cooperatively with others and treat fellow employees with respect
- Business acumen and ability to interface in person and remotely with customers
- Interest in a position centered in an office environment; minimal travel is required
- Handle numerous projects and deadlines simultaneously
- Act as a back-up SA as necessary. (PREF.)
- Maintain ongoing Communication with your Clients and promote growing their business with Springhouse, utilizing every opportunity to connect with your client-via phone, email, text or whatever means appropriate to maintain consistent communication and to exceed their expectations
7
Skills For Client Relationship Specialist, Investorline Resume
- Provide updates to your Clients and vendors on their Appraisal orders daily or as necessary as identified in client boarding, responding to all client-related inquiries on the same business day
- Work with clients to identify opportunities for process improvement and communicate the same to leadership
- Collaborate with other Business Units within the company in order to successfully facilitate all requests from your Clients
- Resolves problems and is assigned relatively smaller and less complex clients
- Overall responsibility for client relationships
8
Skills For Client Relationship Specialist Resume
- Currently active FINRA Series 63 license or Series 66
- Experience in strong service environment, preferably in hospitality, sports and/or entertainment fields. Strong Knowledge of leading brand and experientially-driven customer service principles
- Superior Communication & Organization skills
- Self-motivation & Interpersonal Skills
- Demonstrated Presentation/High Touch Client Relations Capability
- Licenses: Series 6 (Series 63 -- if state requirement) and state Life/Health
- Analyze large data sets and drill down to the key takeaways
- Series 6, Life and Health and Licenses
- Life & Health Insurance License (REQ.)
9
Skills For Client Relationship Specialist Senior Resume
- Understands clients requirements
- Series 6 and/or 7 (PREF.)
- Proficiency in Microsoft's Office suite of products (Word, Excel, Access, Outlook, PowerPoint) and the ability to quickly learn proprietary Altisource computer applications
- A passion for this industry and/or a strong desire to learn
- A current securities license
- Utilize, update and maintain, standardized email templates that can be customized for each client
- Coordinate with the Claims Analyst team on client data requests and properly communicate with all channels on results
- Properly document all necessary systems with all client communications
- Proficiency with desktop and MS Office applications (Outlook, Excel, Word, PowerPoint, OneNote), required
10
Skills For Client Relationship Specialist, ERS Resume
- As lead CRS, works closely with AMNB conducting training sessions to facilitate communication skills development, problem solving and resolution, and information sharing and best practices
- Helps to manage daily operations of CRS team members to ensure efficient performance in all areas
- Analyzes current state work flow processes while evaluating future state ensuring alignment with company objectives in order to promote consistency of client experience
- Evaluates and analyzes AST procedures to certify efficiency and effectiveness in the processes
- As CRS, expertly executes administrative assistance in support of NB client service workflow to include client contact, appointment scheduling, workflow management and production records
- Experience in the financial or investment management industry and proven client servicing abilities
- Prepares balance sheets, reports, and supporting schedules for basic accounts
- Reviews accounts, reports, and records to verify accuracy; adjusts as appropriate
- Correctly utilizes computer software for specific transactions
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