Client Services Administrator Resume Sample
Tracey Wintheiser
146 Hershel Drive,
Detroit,
MI
+1 (555) 959 0619
Work Experience
Client Services Administrator
12/2017
-
PRESENT
New York, NY
- Interact with clients/beneficiaries to provide a positive client service experience and to assist in solidifying the relationship with Ropes & Gray’s Private Client Group
- Well developed interpersonal skills to develop positive rapport with clients to provide outstanding customer service thereby reinforcing clients’ decision to continue their relationship with Ropes & Gray
- Well developed interpersonal skills to create positive rapport with clients and to deliver outstanding customer service thereby reinforcing clients’ decision to continue their relationship with Ropes & Gray
- Participate actively in team meetings and keep others informed and up-to-date
- Responsible for presenting a professional image of Schwab in all communications
- Assist Client Service Managers with projects as assigned
- Excellent client service and problem resolution skills
- Client focus- Consider clients in all we do
- Excellent communication (verbal and written) skills with ability to organize and prioritize
Senior Client Services Administrator
02/2014
-
10/2017
Phoenix, AZ
- A curious/entrepreneurial spirit with the ability to develop a full understanding of our business
- Great attitude, team orientation, intelligence and professionalism
- Work well in a collaborative, team environment
- Comfortable with a fluid/changing environment
- Building relationships with internal staff members
- Accurately updating records on our compliance database
- Cross referencing information on external databases
- Possessing a basic understanding of Financial products
- Support the highest level of client service excellence for target accounts, maintaining key relationships in target markets
Client Services Administrator, VP
04/2009
-
01/2014
Boston, MA
- Create and foster trust with key client contacts including but not limited to human resources professionals, investment practitioners and university staff at key existing and target client organisations
- Respond to client requests and queries in a timely and highly professional manner, involving team members as appropriate
- Assist with the preparation of persuasive presentations about CFA Institute and the CFA programs (CFA, CIPM, Investment Foundations, Asset Manager Code, Future of Finance, etc.) for use in outreach programs by CFA Institute employees and CFA Society members
- Work collaboratively with internal global teams to uphold client service best-practice and anticipate future client needs
- Build trust with CFA Society leaders in EMEA country markets to assist them in effective delivery of CFA Institute services to clients-in-common
- Follow and maintain internal/external communication processes and support the utilization of CRM to achieve seamless “one RM” experience to clients
- Work collaboratively with other functional areas, deliver consistent messages to ensure maximum awareness
Education
Morrison University - Reno Campus
2005 - 2009
Bachelor's Degree in Management
Professional Skills
- Presentation skills – proven experience presenting to large groups an advantage
- Excellent communication skills including written, verbal, listening and presentation
- Strong questioning and listening skills
- A sharp and objective intellect with strong problem solving skills
- Strong written and verbal reasoning skills
- Excellent PC skills, especially Excel
- Excellent organisational and documentation skills
How to write Client Services Administrator Resume
Client Services Administrator role is responsible for interpersonal, languages, english, excel, clients, finance, credit, training, database, printing.
To write great resume for client services administrator job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Services Administrator Resume
The section contact information is important in your client services administrator 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 Services Administrator Resume
The section work experience is an essential part of your client services administrator 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 services administrator 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 services administrator position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Services Administrator resume experience can include:
- Good communication skills and enthusiasm
- Strong time management and organizational skills with an attention to detail and a focus
- Excellent communication skills (verbal and written) with an aptitude for client service
- Excellent Communications skills◦verbal and written
- Strong Computer skills – (e.g. ERP)
- Strong in Microsoft Office skills, especially Excel
Education on a Client Services Administrator Resume
Make sure to make education a priority on your client services administrator resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client services administrator 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 Services Administrator Resume
When listing skills on your client services administrator 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 services administrator skills:
- A strong team player and good interpersonal skills
- Ensure ongoing currency of selling skills via proactive and effective involvement in training and development
- Solid understanding of professional selling skills
- Good English skills, confident expressing themselves both verbally and in writing. Additional languages would be an advantage
- Good interpersonal skills to develop working relationships with colleagues, clients,
- Highly organised and strong administrative skills
List of Typical Experience For a Client Services Administrator Resume
1
Experience For Senior Client Services Administrator Resume
- Understanding of how to manage and review data to answer specific queries
- Leading regular CRM data maintenance activities to help the organization insure accurate, relevant information is available to all who need it
- Maintaining quality client data within our Client Due Diligence system
- Support with on-going training and coaching ensuring high levels of morale and motivation
- Provide training sessions for current and potential customers, both face-to-face and using web conferencing tools
- Manage high volumes of incoming calls ensuring the highest levels of customer service are maintained
- Actively support other team members by participating in job rotation, roster rotation, and sharing responsibility for the completion of tasks
- Ensure billing for meeting services captured and submitted in accordance with Financial Objectives
- Assist subscribers in configuring their Research Professional accounts and in maximising the uptake of Research Professional within their institution
2
Experience For Cib-gtb-client Services Administrator Resume
- Prepare and maintain documents that assist Accounting with creating invoices
- Ensure clients are invoiced appropriately by reviewing the estimate and comparing it to the final invoice
- Gather and share intelligence regarding potential industry sponsors and partners for educational and other initiatives conducted by CFA Institute
- Assist the Region’s Service Coordinator with trip processing
- Assist the Accounting/Finance Group with the collection of the region’s past due invoices
3
Experience For Client Services Administrator, VP Resume
- Ensure all client SLAs are met or exceeded with daily reporting of SLAs work flow
- Regular benchmarking sessions to ensure consistency
- Ownership of documentation including reviews or updates of key operational policies, processes and flows and procedures
- Support with client relationships, for example client calls or reporting packs
- Quote follow ups and updating of JT and ExovaLIMS
- Assist in delivering proposals and legal documents to Clients in a timely and compliant manner
- Support Client Services in drafting templates
- Responsible for collecting signatures for execution of documents
4
Experience For Trust Client Services Administrator Resume
- Ensure appropriate filing of executed legal documents
- Responsible for circulating summary of executed contracts to internal Clients
- Provide ongoing administrative support for Client Services and Legal functions as needed
- Back end administration of institutional accounts (such as bulk uploads of users for subscribing institutions)
- Assist with internal support and training for Research Ltd staff on the use of Research Professional
- Assist with creating support materials and documentation for Research Professional
- Respond to client needs professionally and accurately to ensure service level agreements are achieved
- Work with the full team to handle telephone calls, relay messages and greet guests
5
Experience For IT Client Services Administrator Resume
- Maintain up to date, accurate and accessible records
- Prepare and distribute correspondence such as emails and contracts
- Schedule internal and external meetings across numerous time zones / locations
- Ensure quick response to routine enquiries
- Provide Back-Up support for other Client Services Administrators
6
Experience For Client Services Administrator Resume
- Follow CBR’s SOPs, policies and practices
- Able to work on multiple tasks/screens and to tight deadlines
- Computer literate in MS Office and other Databases (e.g. Oracle Based Applications)
- Identify trends and the impact to program goals and strategic plans, and presents analysis and interpretation of results to PPF management
- Improve overall quality of customer experiences and interactions by monitoring initiatives effectiveness, as well as defining measurement criteria, tracking and analyzing results against customer experience goals
- Coordinate efforts of Financial Centers and Client Support Center, monitor progress and make recommendations on work flow and timeliness to achieve initiatives in a timely, cost effective and efficient manner
- Ensures timely receipt, from the appropriate sources, of information, raw material and other inputs needed to successfully execute clients’ services
7
Experience For Senior Client Services Administrator Resume
- Maintains functional knowledge of Computershare’s processes, systems and products
- Works either independently or with the Relationship Manager to ensure proper follow-through on clients’ requests
- Coordinate all suppliers with regards to orders (PCR’s), contracts, payment (GRN) etc
- Document Management Support (DA)
- Serves as primary point of contact with relationship managers for implementation of client parameter requests
8
Experience For Cib-gtb-client Services Administrator Resume
- Coordinates with relationship managers and other appropriate areas to ensure client parameter request are properly serviced with agreed SLAs and processes are properly executed
- Assist with annual re-certification process for Private Banking and ALM Treasury clients by performing searches and preparing client files
- Assist with the filing, scanning and archiving of client documentation, reports and transactional paperwork
- Preparation of mailing affidavits and preparing sample packs for production
- Assists in the preparation of client monthly service reporting
- Assist with the maintenance of internal registers to facilitate regulatory reporting
- Document preparation for printing
- QA proofing of design documents
- Assists in the preparation of monthly and quarterly user access reviews
9
Experience For Client Services Administrator, VP Resume
- Develops knowledge of applicable products, services and company policies and procedures
- Maintains appropriate documentation required for the tasks assigned
- Provide quality administration and analytical support to clients with regard to the transactional elements of their scheme/ portfolio in line with the Mercer code of professional conduct, The Greater Good
- Complete and present work for market review in line with clients requirements, and analysis of results
- Keep up to date with industry trends and manage clients’ expectations with regards to legislative changes
- Be accountable for the performance of your own clients and act as a role model to junior staff members
- Prepare forms to facilitate client data updates in various BNP Paribas financial systems
- Computer literacy across a variety of common applications, such as Microsoft Word and Excel
- Accuracy and high level of attention to detail
10
Experience For Trust Client Services Administrator Resume
- Produce reports
- Self- motivated and adaptable to varied tasks
- Handles administrative functions for the sales personnel and Customer Service Management staff
- Verify daily output and ensure corrections are completed on member accounts ( Profit & Loss)
- Able to work in team environment and independently
- Self motivated and professional demeanor
- Accurate completion of the Client Remittance Process
List of Typical Skills For a Client Services Administrator Resume
1
Skills For Senior Client Services Administrator Resume
- Highly motivated, personable and excellent relationship management skills
- Attention to detail with excellent organisation skills is essential
- Organize and prioritize effectively to ensure deadlines are met
- Excellent communication skills (bilingual, both verbal and written)
- Strong language and written skills
- A professional accounting qualification and at least 3 years of proven experience working
2
Skills For Cib-gtb-client Services Administrator Resume
- Manage the Financial Reconciliation process for clients ensuring all SLA’s met and any risks communicated effectively
- Superior organization skills and the ability to multi-task
- Able to take initiative and demonstrate good judgment
- Work with Sales team members, Product Managers, Complaints Officers, etc to effectively deal with customer / product issues
- Manage your own workload effectively
- Very high level of organizational and time-management skills
- Listen and communicate effectively (both verbal and written) with team members and clients
- Communicate effectively with new clients and identify when to consult/involve lab managers’ technical expertise
3
Skills For Client Services Administrator, VP Resume
- Highlight any discrepancies within statements provided from clients and suppliers for this to be rectified efficiently and effectively
- Previous administration experience, preferably within a data validation or client services environment
- 1 Previous administration experience, preferably within a data validation or client services environment
- Working with Corporate Relationship Management Team to ensure excellent service is provided to plans
- Ensure ongoing currency of product knowledge via proactive and effective involvement in training and development
4
Skills For Trust Client Services Administrator Resume
- Ensure ongoing currency of systems and procedure knowledge via proactive and effective involvement in training and development
- Ensure ongoing currency of product knowledge via proactive and effective involvement in training and development; and
- Strong team player and also self-motivated when working independently
- Manage the Seller engagement for all purchasers,ensuring all SLA’s adhered to and effective seller engagement maintained
- Technically capable using Microsoft Office Suite, Excel experience preferable
5
Skills For IT Client Services Administrator Resume
- Prioritise and complete tasks as required whilst working both autonomously and as part of a team
- Prepare reports, interpret data and provide timely reports on client experience programs, as well as sales processes for analysis and reporting
- Experience in a customer facing or administration related role
- Experience of using Microsoft Excel
- Ensure all matters requiring clarification are addressed as soon as possible, and no later than prior to legal deadline
- Ensure critical activities are followed up with clients or Relationship Managers, as applicable prior to delivery and filing deadlines
- Customer Service / relevant Commercial Insurance experience
- Experience and knowledge of collections/insolvency or the financial industry would be highly beneficial but is not an essential requirement
- Excellent team player with positive attitude and ability to work under pressure and adapt to change
6
Skills For Client Services Administrator Resume
- Proven ability to work in a fast paced environment and have ability to manage high volumes of work
- Excellent knowledge of Microsoft Office software: Excel and Word
- Experience in a similar role within Private Medical Insurance Industry
- Particularly strong attention to detail
- Experience in inbound and outbound call environment
- Sales / Customer Service Experience
- Administrative support experience in a professional environment
7
Skills For Senior Client Services Administrator Resume
- Salesforce CRM experience recommended, but not required
- Work experience within an admin or customer service role would be desirable but not essential
- Exhibit strong judgments and common sense
- Experience with Microsoft Development Tool Kit
- Experience with Dell Data Protection Disk Encryption
- Experience of Recoveries Management processes
8
Skills For Cib-gtb-client Services Administrator Resume
- Process, preferably experience with HWM Mantra and Sungard Investran/DX
- A good eye to detail and accuracy in all tasks undertaken
- Strong use of Microsoft Office Suite of Products (Excel, Word, Power Point)
- Review evidence provided to ensure that all matches up with information recorded
- Strong systems knowledge ideally GFAS, MCWS, Workflow
- Works with PPF and various other business partners to identify and address updates to sales process, client experience issues
- Shares in developing effective parameter management strategies and solutions for existing and new clients
- Ensures effective delivery of clients’ MIS reports
9
Skills For Client Services Administrator, VP Resume
- Manage time and prioritize tasks to meet deadlines
- Work independently and prioritise multiple time-sensitive tasks
- Investigating bug reports for users, including initial testing to verify reports and forwarding confirmed issues on to the technical team
- Tracking and following up with internal departments to ensure tasks are closed in a timely manner
- Managing and matching up vendor invoices to projects
10
Skills For Trust Client Services Administrator Resume
- Supporting the sales cycle using our CRM
- Liaising with services and storage to retrieve data for billing and client management
- Providing administrative support to our Client Services Department working closely with the consultants
- Answering the telephone and dealing with queries from employees and external calls
- Providing the best possible customer service at all times
- Liaising with all of the parties involved with domestic pension arrangements
- Obtaining appropriate documentation to ensure compliance
- Liaising with various internal departments and external agencies in order to progress business
List of Typical Responsibilities For a Client Services Administrator Resume
1
Responsibilities For Senior Client Services Administrator Resume
- Effectively manage all client communication
- Intermediate to advanced computer skills specifically MS Word, Excel and Outlook
- To prioritise workload and client requests
- Experience with LANDesk
- Distributing business opportunities to sales staff
- Collating monthly reports for the Head of Client Services
- Processing membership and policy changes on behalf of clients
- Putting together valuations and illustrations
2
Responsibilities For Cib-gtb-client Services Administrator Resume
- Working with Government Departments
- Processing new business
- Job responsibilities include managing, monitoring, upgrading, and maintaining enterprise systems for Client device security and patch management
- Provide full support to consultants during meeting by sharing knowledge
- Answer incoming calls professionally, expressing an interest and willingness to help
- High level of accuracy in processing changes
- Desire to be part of a rapidly expanding business
3
Responsibilities For Client Services Administrator, VP Resume
- Tolerant and understanding of people's needs
- Team player and willing to roll up sleeves to get the job done
- Mature outlook but also willing to have fun along the way
- Well-developed time management with the ability to cope under the pressure of deadlines and multi-tasking
- Ensure assignment on new portfolios is issued in a timely manner and conduct portfolio level chasing to maximise liquidation for clients
- Daily monitoring and distribution of Admin team inbox inquiries to team members
4
Responsibilities For Trust Client Services Administrator Resume
- Team quality assurance and feedback to Team Leader
- First point of contact for client/DCA escalations
- Service Level Agreement management and exception management and escalation
- Identify process improvements and follow through to completion
- Process orders and enquiries in an accurate, efficient and timely manner
- Record enquiries from internal/external Clients to Client Services and Legal team
- Maintain accurate record of released documents
5
Responsibilities For IT Client Services Administrator Resume
- Update Systems for regulatory notices
- Send searchcards, prepare treasury orders, prepare reports, ballots, proxy tabulation, and final reports all in accordance with client's requirements
- Ensure all scheduled critical activity dates and legal deadlines are met
- Ensure final reports are submitted to the client
- Post-Secondary business, finance or administration courses or studies preferable
- Multitask and work independently with minimal supervision in an open concept environment
6
Responsibilities For Client Services Administrator Resume
- Think strategically, identify problems and find solutions
- Provide phone and email support for Research Professional users
- Work with subscribers to create and implement roll-out and deployment plans for their institution
- Assist in the collection and analysis of customer feedback
- Provide assistance to the sales/commercial team in their work with Research Professional and it customers
- Manage billing for the Storage, Project and Account teams, which includes but is not limited to creating, maintaining and editing documents, spreadsheets, and files
7
Responsibilities For Senior Client Services Administrator Resume
- Manage the credit memo process and rebills
- Management of customer information in our CRM
- To work with Jelf providers and clients to: (i) maintain accurate data e.g. membership/products and services information/claims/financial data; (ii) obtain information for other team members which they can pass on to clients paying attention to cross referencing and checking details
- To produce and maintain accurate and complete documentation /correspondence in a compliant manner with timescales confirmed by Divisional service level agreements (SLAs) for both new business and on-going business requirements e.g. annual renewal/review
- Respond to clients and Account Handler/Executive queries in a timely manner and accurately by using and amending standard letter, writing clearly, concisely and professionally
8
Responsibilities For Cib-gtb-client Services Administrator Resume
- Unsurpassed multi-tasking abilities and highly organized
- To answer the phone in a professional manner that aims to build rapport with clients, providers and colleagues
- Further Particulars - Client Services Administrator
- Deliver top notch service at all times
- Desire to do whatever it takes to go the extra mile
- Build and maintain rapport with a range of clients (internal and external)
- Knowledge of Group Retirement Services products such as RRSPs, DCPPs, DPSPs, etc
- Knowledge of the Group Retirement Services Global system, Ultera and Lotus Notes
9
Responsibilities For Client Services Administrator, VP Resume
- Investment Foundations Certificate or a willingness to study towards the Certificate is required
- Excellent project management experience with the skills necessary to interpret what is needed for the success of a project and to create appropriate schedules for timely delivery
- Highly proficient in MS Office, mainly as Word, PowerPoint, Excel and Outlook
- Fluent in English essential, multilingual would be highly advantageous
- Meet deadlines/set service standards
- Client focused / Ability to relate to clients
- Interface well with all levels of employees and third-party parties in a highly professional and friendly manner
- Knowledge of Microsoft Office is advantageous
10
Responsibilities For Trust Client Services Administrator Resume
- With alternatives funds at a top tier fund administrator
- An ability to work under pressure to tight deadlines and willingness to cope with
- Increased workloads at month-end and quarter-end
- A high level of familiarity with fund administration systems and the transfer agency
- Investors and other divisions of the bank and professional intermediaries
- Basic knowledge of individual tax compliance is desirable
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