Client Service Specialist Resume Sample
Dessie Metz
73526 Chet Glens,
New York,
NY
+1 (555) 336 0397
Work Experience
Client Service Specialist
12/2016
-
PRESENT
Philadelphia, PA
- Provide support for client related activities such as: expense submission/tracking/approval, time management, file management, copying/printing/scanning, support for in-office client meetings etc. Deliver support for routine processes and tasks. Ensure high-level understanding of applications necessary to create deliverables and manage projects
- Support the Client Service Team in the achievement of department objectives
- Project coordination including managing multiple and conflicting deadlines and coordinating delivery directly with clients
- Strong MS Office Suite skills and Adobe Acrobat. This also includes experience in working with mainframe database applications and web-based programs (i.e. SalesLogix, Concur)
- Manage wholesaler and third party scheduling
- Help create a WOW experience for all clients and prospects
- Maintain client contact management system
- Handle and distribute all mail, incoming and outgoing
Senior Client Service Specialist
06/2011
-
09/2016
Boston, MA
- Assist team with collect data from clients for meeting preparation
- Work directly with clients to open and maintain accounts
- Ready agendas and forms for appointments
- Work with home office to ensure accurate account setup, coordinate timely processing of business, and resolve issues
- Assist the Paraplanner(s), Associate Financial Advisor(s) and Advisor(s) as needed
- Manage client meeting and appointment scheduling
- Facilitate both incoming and outgoing client communications via telephone, e-mail, regular mail, or social media as allowed
- Serve as a backup in conducting transactions on behalf of clients
- Developing strong working relationships with UBS colleagues to effectively support the client, which includes investment teams, legal, compliance, operations, marketing and finance
Technical Client Service Specialist
07/2004
-
05/2011
Philadelphia, PA
- Technical aptitude to master internal databases which includes populating, updating and maintaining relevant information as well as the ability to efficiently extract data for analysis in client reports
- The keen ability and strong desire to continually go above and beyond for the key client(s) given the significant level of service they require
- New York reception phone coverage, as needed
- Strong MS Office Suite skills and Adobe Acrobat. This also includes experience in working with mainframe database applications and web-based programs (i.e. MS Dynamics, Concur)
- Establish and maintain professional relationships with clients, vendors, human resources contacts, insurance carriers and internal department members in a manner that illustrates and supports our client-centric philosophy, including
- Attend client centric meetings on weekly basis; facilitate meetings on behalf of Account Managers or Vice Presidents, Client Management as needed
- Serve as key liaison for communicating and resolving client issues within client centric team
- Attend vendor meetings, providing feedback on vendor products and services, as well as expanding vendor knowledge
Education
Globe University / Minnesota School of Business
2000 - 2004
Bachelor's Degree in Accounting
Professional Skills
- Problem solving, decision making, strong time management skills and experience in priority management. Ability to co-ordinate multiple tasks
- Demonstrate excellent phone and relationship building skills in working with HME staff, and referral sources to ensure that optimum utilization is achieved
- Strong organizational, planning, and coordination skills, with strong attention to detail
- Excellent relationship building and collaboration skills with the ability to interact and forge strong relationships both internal and external
- Personal Computer skills with proficient level Excel and MS skills
- Supporting existing systems in Dealing and Post Trade (TRTN) with requiring strong analytical skills
- Strong project time management skills through effective scheduling and planning; ability to work under pressure to meet demanding deadlines
How to write Client Service Specialist Resume
Client Service Specialist role is responsible for customer, organizational, analytical, computer, microsoft, interpersonal, excel, organization, technical, presentation.
To write great resume for client service specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Service Specialist Resume
The section contact information is important in your client service 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 Service Specialist Resume
The section work experience is an essential part of your client service 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 service 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 service specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Service Specialist resume experience can include:
- Excellent interpersonal and organizational skills; Strong attention to detail
- Proven commitment to customer service with excellent communication and telephone skills
- Strong organizational skills with the ability to manage priorities and meet deadlines
- Supporting Post Trade Services (TRTN) requiring strong analytical skills
- Strong problem solving, root cause analysis and decision-making skills
- Operate effectively in a collegiate, demanding, high performance environment
Education on a Client Service Specialist Resume
Make sure to make education a priority on your client service 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 service 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 Service Specialist Resume
When listing skills on your client service 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 service specialist skills:
- Strong oral/written communication skills. Demonstrates strong listening skills
- Good SQL skills (can make complex queries - DBA skills not required)
- Excellent verbal ,written communication skills, and presentation skills
- Good customer service and negotiation skills, with ability to communicate effectively with clients and team members
- Solid organizational skills, with ability to prioritize under demanding and changing circumstances
- Computer skills/reporting skills: ability to understand, generate, organize, compile and manipulate data
List of Typical Experience For a Client Service Specialist Resume
1
Experience For Senior Client Service Specialist Resume
- Strong organization skills and the ability to manage multiple priorities while working under tight time constraint
- Excellent communication and computer skills, including MS Word, Excel, and Powerpoint
- Good judgment along with troubleshooting and problem resolution skills
- Experience working in a high call volume service center or equivalent combination of education and experience
- Communicates effectively and timely to regulatory agencies as required per service level agreements
- Effectively coordinates multiple projects, business events and day-to-day activities for assigned accounts within designated timelines to meet deadlines
2
Experience For Cib-client Service Specialist Resume
- Exceptional organizational skills; ability to work independently and as a team player
- Personal Computer skills; proficient with MS Office applications
- A strong service background with 3-5 years of securities industry experience required
- Prior client facing experience and responsibilities are essential
- Communicate effectively CareScout provider program requirements and answer questions regarding specific criteria to participate
3
Experience For Technical Client Service Specialist Resume
- Responsible for growing client revenue through a combination of exceptional relationship management and consultative skills
- Provide excellent customer service and prompt service delivery to create an extraordinary client experience
- Develops a proven track record of resolving issues and retaining customers
- Online advertising trafficking, sales coordinator/planner, or related experience
- Strong application and understanding of analysis techniques, benefit plan design and employee benefit laws
- Retains and grows HTB’s business, maintaining effective and productive relationship with clients and insurers
- Experience working with processed data for attorney review
- Adapt to a changing environment. Strong work ethic
4
Experience For Business Analysis / Client Service Specialist Resume
- Experience in client service or banking services overall, specifically cash management
- Lead consolidation of client program engagement and health risk data to support in development of client presentation/reports
- Maintains effective and productive relationships with colleagues
- Maintain excellent client service levels (internal & external clients)
- Demonstrate understanding of applicable PSS role requirements/guidelines (e.g., documentation and accuracy)
- Document quality/efficiency/effectiveness, using applicable metric and tools
- Demonstrates and appreciates the diverse culture and supports the creation of greater synergies and innovations within the organization
5
Experience For Licensed Client Service Specialist Order Service Resume
- Independently organize and prioritize high volumes of emails/calls related to the administration of time sensitive events
- EDiscovery experience in various capacities
- Incident management and remediation experience
- 3 – 5 years' experience within financial services industry
- Document quality / efficiency / effectiveness, using applicable metric and tools
- Track multiple deadlines, multi-task, and prioritize across several clients and internal demands
6
Experience For Licensed Client Service Specialist Resume
- Client service experience
- Strong focus on book of business satisfaction
- Assist Client Services team with providing their priority clients with the service levels offered
- Strong focus on customer service; Ability to manage timelines and meet tight client deadlines
- Teamwork – ensure effective communication through variety of mediums
- Client Services experience within the Hedge Fund industry
- Financial services experience, preferably in Institutional Retirement Administration
7
Experience For Employee Assistance Program Client Service Specialist Resume
- Carrying out the internal bookkeeping function for clients such as entering or paying bills and invoicing from their software
- Assisting tax/accounting and audit departments with obtaining/providing annual adjusted client trial balance
- Entering and maintaining all local orders including electronic
- Reviewing client billing and resolving aged receivables timely
- Processing incoming mail and following compliance policies
8
Experience For Wealth Management Months Fixed Term Contract Client Service Specialist Based Resume
- Implementing and evaluating a channel strategy and plan that supports the delivery of Communications’ strategic objectives
- Identifying appropriate long-term care service providers for our customers and negotiating rates on our customers’ behalf
- Creating and updating provider information within our Provider Database for continuous referral use
- Verifying and monitoring open activities daily
- Monitoring all reports for compliance and responding in designated timeframe
9
Experience For Business Banking Client Service Specialist Resume
- Maintaining client communications on regulatory, legal, accounting and account-related matters
- Assisting clients with accounting, payroll and basic software issues
- Calculating and/or processing payroll tax deposits and payments, as require
- Greeting clients upon arrival and extending hospitality to clients
- Answering calls and providing readily available information to clients, if requested and as allowable
- Processing new business forms and tracking from initial account set-up through completion
- Managing and resolving client service issues as they arise
- Resolving client inquiries and complaints and determining which issues require immediate elevation to a member of the branch management team,
10
Experience For Marketing & Client Service Specialist Resume
- Generating and distributing client notification letters
- Facilitating the process of restricting accounts
- Performing client authentication while taking client instructions to close or transfer accounts
- Willing to obtain Series 11 or 7 and 63/66 license within 120 days of hire date
- Coordinating work products with virtual teams in various international offices
- Working knowledge of DFP, Google Analytics, Comscore, and Scarborough
- Reporting requirements analysis
- Processing activity in assigned accounts based on client directives in a timely and accurate manner
List of Typical Skills For a Client Service Specialist Resume
1
Skills For Senior Client Service Specialist Resume
- Strong attention to detail of processing requirements and critical thinking skills
- Work independently while handling multiple tasks simultaneously. Able to prioritize, plan, organize and manage work effectively
- Strong PC skills including MS Office and internet advance search capabilities
- Excellent scripting skills, with a focus on Unix Shell and Perl
- Excellent communication skills in order to deal with diverse teams and a demanding customer base
- Strong PC skills including Microsoft Office products, e-mail and the Interne
- Proven analytical, critical thinking, and mathematical skills
- Excellent verbal, presentation and written communication skills, and ability to work well with all levels within the company and external customers and vendors
2
Skills For Cib-client Service Specialist Resume
- Excellent creative, analytical and technical skills with an entrepreneurial approach to complex projects
- Strong communication, materials production, and presentation skills (written and verbal)
- Strong interpersonal, written and verbal communication and organizational skills
- Demonstrate basic mathematical skills (addition, subtraction, multiplication, and division)
- Understanding of multiple products across business lines combined with exceptional networking and relationship building skills
- Developing relationships with assigned clients and a deep understanding of clients’ business practices to effectively provide world-class support
- Outstanding written and oral communication skills with fluency in English and relevant local language (Cantonese / Putonghua)
- Staffing industry experience, specifically with VMS experience
- Experience multi-tasking, decision making, prioritizing workflow, working independently, and meeting deadlines
3
Skills For Technical Client Service Specialist Resume
- Analytical skills including running, analyzing, and presenting report data
- Proven experience in writing, editing and executing RFPs
- Prior experience in the back office setting, settlements or accounting work supporting clients with custodians
- Previous banking or other financial institution experience, including 3 to 5 years client support experience
- Advanced business writing skills including but not limited to: the ability to write reports, business correspondence, business cases, and procedure manuals
- Previous banking or other financial institution experience, including 10 years client support experience
- Troubleshoot problems using a wide range of technical skills including Unix, SQL, XML and Java
4
Skills For Business Analysis / Client Service Specialist Resume
- Problem solving, interpersonal and analytical skills. and the ability to balance multiple tasks simultaneously is essential
- Strong experience in project management and working on long-term projects
- Excellent approach to problem solving; excellent
- Strong skill sets with Excel and WEBI reports, including v-lookups
- Proficient Spanish and English Language skills (verbal, written and reading) required
- Relevant experience in Banking or any Treasury Management related experience
- Proficient Portuguese and English language skills (verbal, written, and reading) required
5
Skills For Licensed Client Service Specialist Order Service Resume
- Experience in handling special projects or events or account management experience
- Experience working in a high call volume service center or equivalent combination of education and experience
- Troubleshoot problems across a wide range of technical skills including Unix, SQL, XML , FIX and Java
- Strong experience using Excel is essential for this role
- Prior group insurance experience
- Leadership experience with proven ability to motivate team members
- Communicating effectively with internal and external clients regarding complex record keeping issues, special timing requests, and routine employee data
- Self-starter and goal orientated focus with ability to manage their own time effectively
- Physical skills required to perform the job are generally easy muscular movements, with a moderate amount of PC work
6
Skills For Licensed Client Service Specialist Resume
- PC Skills Excel/Word
- Effectively communicate with internal teams (sales, production, finance) and external clients on performance and delivery of campaigns
- Effectively handles supervisor calls and quantifies P&L
- Prior experience in a client support role is a distinct advantage
- Effectively communicate with internal teams (sales, production, finance) and external clients on performance and delivery of commitments
- Effectively communicate with internal teams (sales, production, finance) and as well as external clients
- Prioritizing trade confirmation activity and reconciling problems using own initiative
- Building and maintaining a strong partnership with key stake-holders in sales and operations ensuring continued visibility
- Underwriting experience required in the following
7
Skills For Employee Assistance Program Client Service Specialist Resume
- Validating reporting needs and justification by alignment with specific regulatory acts
- Building strong relationships with the various stakeholders
- Coordinating with other departments to provide excellent client service
- Coordinating with other departments globally to provide excellent client service
- Proven expertise in designing, formatting, editing and creating marketing and investment materials
- MS Excel experience including data entry, sorting, creating/modifying spreadsheets, & pivot tables
- History of effective multi-tasking, expectation setting, working under tight time constraints, and escalation of issues, where appropriate
- Consistent in exercising good judgment and understanding and weighing the risk factors associated with requests
- Experience using Microsoft PowerPoint (creating requests for proposals, decks and slides, and visually presenting data)
8
Skills For Wealth Management Months Fixed Term Contract Client Service Specialist Based Resume
- Strong track record of driving tasks to completion, owning the outcome, and getting issues resolved in an organization structure with matrixed relationships
- Take ownership with each customer while empathizing and prioritizing customer needs
- Intermediate Microsoft Excel experience (creating Pivot Tables, VLOOKUPs, basic formulas and running reports)
- Solid understanding of information technology (e.g. virtualization, archiving and backups, servers, storage, applications, network, etc.)
- Good written and verbal communication, interpersonal, basic math, organizational, reading comprehension, and problem solving
- Strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, and problem solving
9
Skills For Business Banking Client Service Specialist Resume
- Experience with billing and recognizing codes
- Microsoft Excel experience (creating Pivot Tables, VLOOKUPs, basic formulas and running reports)
- Experience working in a coordinated environment and supporting department and company processes
- Intermediate excel experience including pivot tables, formulas and reporting functionality
- Intermediate Microsoft Excel experience (creating Pivot Tables, VLOOKUPs, basic formulas, and running reports)
- Ownership of project(s) directed at improving client experience and realising efficiency gains, such as
10
Skills For Marketing & Client Service Specialist Resume
- Some coding or scripting experience
- Responsible for assisting in creating guidelines and procedures for our customer experience
- Experience in handling and resolving escalation calls
- Measure the effectiveness of the learner’s application of the knowledge using appropriate testing and evaluations
- Familiarisation testing of new product and platform releases prior to releasing to clients
- Direct experience in advising small employers and their employees regarding benefits
List of Typical Responsibilities For a Client Service Specialist Resume
1
Responsibilities For Senior Client Service Specialist Resume
- Multi-task, with excellent time management and follow-up skills; this includes working under tight deadlines
- Proven analytical ability, organization skills and relationship management expertise required to implement and manage business to business selling efforts
- Develop and maintain strong relationships by demonstrating interpersonal and communication skills (both oral and written)
- Multi-task, and excellent time management and follow-up skills
- Strong verbal and written communication skills – English, Mandarin, and Cantonese
- Understands operational processes and methodologies; proven ability to work effectively without supervision
2
Responsibilities For Cib-client Service Specialist Resume
- Strong Intermediate to Advanced Excel skills required
- Advanced network knowledge including TCP/IP networking skills, firewalls and private networks
- Experience improving the business and customer experience
- Articulate, resourceful and comfortable with communicating effectively with individuals at all levels from every part of a large complex organization
- Negotiation and problem-solving skills with the ability to recognize implications of issues and solutions
- Ablility to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
- Effectively and efficiently manage each client interaction from first contact to resolution
- Prior customer service experience (not call center)
- Language skills dependent activities
3
Responsibilities For Technical Client Service Specialist Resume
- Courtesy with clients, great interpersonal skills, team player
- Previous client service/account management experience is necessary. Direct customer relationship experience in financial industry is desired
- Experience in a client service environment, ADP payroll and 401(k) experience
- Exceptional communication skills both orally and written in English
- Communicate effectively with people in different cultures and work as a mentor
- Providing feedback to Service Delivery analysts on validation queries
- A proven track record trouble shooting and resolving application issues on an electronic trading platform
- Provide on-going coaching, training and feedback to enhance the overall effectiveness of the associate client service team
4
Responsibilities For Business Analysis / Client Service Specialist Resume
- Strong understanding of CIT onboarding and implementation
- Unix (solaris) to Unix administrator level, Good working knowledge of SQL and querying, Web-based application architecture / Java applets
- Good understanding of capital markets and investment products and keen interest in understanding the latest developments in the financial markets
- Proven business advisor and sales professional with an established track record of meeting quotas and meeting customer needs
- Exhibits working knowledge of 401k, call center, relationship management or similar experience
- Good understanding of economics, interest rates, and the stock market
5
Responsibilities For Licensed Client Service Specialist Order Service Resume
- Computer experience essential, including advanced Microsoft PowerPoint, Word and Excel
- Experience working in a fast-paced, team-oriented, high-energy environment with the ability to build relationships with clientele in a non-sales capacity
- Experience working in a Quality environment
- Inside sales or experience delivering company value proposition to prospective partners or clients
- Work independently, analyze problems and take initiatives; while being a strong team player
6
Responsibilities For Licensed Client Service Specialist Resume
- Experience using Microsoft Access (ability to perform queries and report data)
- Proficient with Microsoft Office tools including Word, Excel, PowerPoint, Outlook and experience with vendor-managed tools
- Prioritize multiple projects and monitor outstanding items
- Experience working with CRM systems and technology / service benefit enrollment platforms
- Comfort in a startup micro-environment within an established large scale company - at ease with shifting priorities and self-guided direction
- Experience in Client / Customer support, especially working with high-level professionals
- Experience working with external customers
7
Responsibilities For Employee Assistance Program Client Service Specialist Resume
- Ability to react positively to shifting priorities for multiple projects simultaneously and to perform under pressure with tight deadlines
- Experience supporting executives
- Experience using Microsoft PowerPoint
- Experience in supporting senior management in a healthcare environment
- Experience utilizing Microsoft Excel, Word and Outlook
- Experience using Microsoft Access, SharePoint and Visio
- Two years or more experience in the employee benefit industry working with billings, claims, or other administration issues
- Experience processing medical claims
- Professional experience working with large, complex commercial P & C insurance clients
8
Responsibilities For Wealth Management Months Fixed Term Contract Client Service Specialist Based Resume
- Proficiency in use of MS Office applications and strong general PC knowledge
- Maintain strong carrier relationships
- Maintain a collaborative relationship with internal teams to support a positive client experience
- Serve as a liaison to internal and external customers in delivering excellent client service
- 20) Provide excellent customer service
- Excellent written and oral English required
9
Responsibilities For Business Banking Client Service Specialist Resume
- Or more customer service experience in a call center environment
- BA / BS or relevant work experience
- Experience in a client service or operations position, ideally in the financial services or real estate industries
- 1+ year experience, preferably in the insurance industry
- Prioritize work in a multi-task environment
- Experience in client relationship management
- Fresh graduates with some experience are also welcome
- Ownership mentality and strong drive to see challenges through to full resolution
- Proven results orientation and ability to meet strict client and regulatory deadlines
10
Responsibilities For Marketing & Client Service Specialist Resume
- Exercise solid judgment to make decisions that promote smooth workflow within a team environment
- ) insurance experience preferably in property and casualty field
- Pre-paid card experience required
- Experience operating in a fast-paced output driven environment
- Case categorisation, functional to division of labour and effective escalations
- Escalation protocols and quality (horizontal effectiveness)
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