Client Services Officer Resume Sample
Ophelia Daugherty
958 Santa Walk,
Los Angeles,
CA
+1 (555) 454 3415
Work Experience
Senior Client Services Officer
04/2017
-
PRESENT
Phoenix, AZ
- Expert knowledge of the Bank’s Global Transaction Electronic Banking products and Business Accounts
- Thorough knowledge of the Bank’s sales and service technology platforms and templates as needed to sell/service electronic banking products
- Competent in MS Office (especially Microsoft Excel), capacity to learn new technologies/systems
- Successful completion of a university program with a focus on commerce and/or accounting OR successful completion of a college accounting program with a focus on accounting
- Fluent spoken English and Japanese
- Be effective in prioritising your workload and meeting deadlines
- Have proven word processing and database management skills
- Have ability to communicate and build relationships with internal and external clients
- To build an open and effective communication channel with both IFDS and our internal business partners to ensure that IFDS can meet both Invesco’s business needs and continue to deliver excellent client service
Client Services Officer
08/2010
-
01/2017
San Francisco, CA
- Provide support to the Assistant Manager, Client Services in maintaining the Bank’s Deposit Broker Portfolio
- Provide ongoing support and vacation coverage, when required, to other Client Services Officers’ responsibilities
- Process all entries efficiently and accurately relating to RRSP, RRIF and TFSA products including, but not limited to, term purchases, withdrawals, renewals, transfers in and out, Home Buyers’ Plan (T1036), Marriage Breakdown (T2220), Refund of Excess (T3012A) and stop payments
- Monitoring and calculating client’s stock positions where necessary
- Bring customers’ voices into the organisation
- Assist in handling the team’s administrative tasks (if required)
- Ideally 2 years’ experience in call centre, Banking or Fund Management
- Advocate Fidelity’s values internally and externally
Assistant Client Services Officer
11/2007
-
04/2010
Dallas, TX
- To provide project support to wider company initiatives / regulation changes when required ensuring Invesco’s strategies and beliefs are represented
- Key point of contact for Citi’s internal and external Clients operational queries
- Daily review of Clients’ statements and reporting and Margining of Clients’ Futures and OTC positions cleared with Citi
- Partner with Client Executives, Business and Operations Management on regular and ad hoc review of Clients’ Futures and OTC open positions, Cash balances and Margin requirements
- Maintain a high level of communication with, and provide support to, assigned branches and the Bank’s Deposit Broker portfolio
- Participate in programs and procedures to ensure the department’s administration is functioning effectively and complies with applicable policies & regulatory requirements in all areas of banking and operations
- Promoting knowledge of team’s work on key Price Earnings Ratio (PE) forums, such as the Investran Task Force
- Understand and be proficient on all BNPP Banking products’ functions and features
- Abide by department procedures and global/Regional/local SOP’s
Education
University of Phoenix - Metairie Campus
2002 - 2007
Bachelor's Degree in Business
Professional Skills
- Demonstrate accuracy, excellent follow up skills, accountability and ownership of each client request
- Advanced time, workload and priority management skills, providing timely and accurate processing of complex financial transactions to Service Centre clients
- Strong presentation, interpersonal and influencing skills
- Equipped with strong influencing and negotiation skills
- Excellent general IT skills and ability to learn all Christie’s systems
- Offering a range of administrative support skills including data entry, mail handling, and electronic record keeping
- Good communication skills - Analytical thinking - Good problem solvings - Having team work's spirit
How to write Client Services Officer Resume
Client Services Officer role is responsible for customer, german, italian, french, clients, reporting, finance, credit, securities, training.
To write great resume for client services officer job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Services Officer Resume
The section contact information is important in your client services officer 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 Officer Resume
The section work experience is an essential part of your client services officer 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 officer 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 officer position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Services Officer resume experience can include:
- Excellent communication skills in French and English, a good knowledge of German or Italian would be an asset
- Call escalations, account opening and customers' retention, high value sales which require speciality underwriting and/or accreditation skills
- Utilize service recovery skills in order to ensure concerns are resolved timely and that the root cause is addressed to avoid repeat occurrences
- Communicate effectively with clients and the organisation
- High level office management skills
- Experience in a similar role dealing with wholesale/ third party distribution clients and supporting client relationship managers
Education on a Client Services Officer Resume
Make sure to make education a priority on your client services officer 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 officer 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 Officer Resume
When listing skills on your client services officer 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 officer skills:
- Excellent customer communication skills with prior customer service experience of atleast 5-6 years
- Communicating effectively with clients and their stakeholders
- Well-developed time management skills with the ability to cope under the pressure of deadlines and multi-tasking,
- Excellent interpersonal skill to build rapport with clients and internal parties
- Respond to all requests promptly and effectively
- Experience working in a financial accounting or loan processing / credit adjudication environment
List of Typical Experience For a Client Services Officer Resume
1
Experience For Client Services Officer, Analyst Resume
- Conduct outbound calls to new clients after initial boarding to ensure quality service. Follow up with clients for document deficiencies
- Provide technical assistance to internal clients to resolve complex inquiries, servicing requests and operational matters
- Understand how to execute transactions and instructions across the broad array of Citi products
- Provide support to colleagues in team
- Serve as a valued resource to team members and colleagues by sharing knowledge, information, best practices and look to streamline process and promote initiatives
- Liaise with listed clients and professional parties and ensure client’s instruction and regulatory requirement are fulfilled
- Provide professional advice in response of enquires from client’s or market intermediaries
2
Experience For Senior Client Services Officer Resume
- Proactively manage complex customer service needs
- Manage non-credit and operational risk to minimize operational losses; collectable overdrafts, wires and other exceptions
- Assist with special projects and implementation of department initiative as appropriate. Train and coach new employees
- Work closely with customer, Relationship Manager and Treasury Management Services to coordinate implementation of new customers for deposit and fee based services. Discuss applicable delivery channel and service options with customer
- Respond to and resolve ad hoc investor and adviser queries received via phone and email
3
Experience For Retirement Client Services Officer Resume
- Manage day to day transactional activities for intermediary and direct investors and advisers
- Assistance as needed with other operational or client service team activities
- RG146 compliant or ability to obtain qualification within 6 months after commencement
- Tertiary qualifications which support your financial services knowledge would be an advantage
- Make the complicated simple and resolve routine operational/client service issues
- Self-motivation and enthusiasm to keep abreast of developments in the financial services industry, including regulatory and market changes as they relate to managed investment schemes and Fidelity funds
4
Experience For Corporate Client Services Officer Resume
- Work independently, seek information and use initiative to achieve results
- Be a pro-active member of a small team, bringing thoughts and new ideas to the table particularly in relation to continual process improvements, automation and efficiencies
- Willingness to grow and evolve to meet the business strategy
- Practical “hands-on” approach to work
- PC literacy – Word, PowerPoint and Excel in particular are essential
5
Experience For UK Client Services Officer Resume
- Integrity and sound business ethics
- Organised, reliable, capable and able to manage deadline oriented tasks and keep objectives on track
- Adaptable, flexible and positive attitude towards working hours, role responsibilities and a willingness to help others to deliver on the business strategy and team goals
- Provide direct support to our clients and sales teams in relation to operational topics (eg. information on Lombard Odier’s fund range, dealing terms, etc.)
- Organisation and coordination of client events and internal meetings
- Provide support for client reports and client presentations
- Maintenance of the CRM tool (Salesforce)
- Ensuring positive liaison with CSNSW staff, including, in particular, correctional centre staff, as well as key stakeholders in other agencies, and inmate callers
- Providing a range of administrative and support services, including records management, routine correspondence, and customer service to support the effective operation of the team/unit
6
Experience For Assistant Client Services Officer Resume
- Updating and maintaining records and databases, complying with administrative systems and processes, to ensure that all information is accurate, accessible and stored correctly
- Provide excellent service to the Affluent market - both internal business partners primarily via telephone and email
- Provide excellent client services to clients throughout the whole client journey, i.e. from pre-sale to post-sale
- Collaborating with other Deloitte service lines to bring the best solutions to our clients,
- Managing and organising internal meetings for the team,
- Providing administrative support to the wider team,
- Participating in project work around finance and automation and
- On-boarding of new clients and team members
7
Experience For Global Custody Client Services Officer Resume
- Maintain and refresh all signage, posters, catalogue displays, within the public spaces, including FOH, Registration and Payments
- Accountable for the servicing and operational customer experience across departments throughout the organization. Strong knowledge of banking systems and the organization to be able to implement customer service strategy independently
- Work closely with customer, Relationship Manager and Treasury Management Services to coordinate implementation of new customers for deposit and fee based services
- Provide technical assistance to internal clients to resolve complex inquiries, servicing requests and operational matters
- Identify and refer prospects and cross-sell opportunities to relationship manager for business development. Perform other responsibilities as assigned
- Work closely with customer, Relationship Manager and assigned commercial market segment to coordinate implementation of new customers for deposit and fee based services
8
Experience For Administrative\client Services Officer Resume
- Utilize a strong knowledge of products and services of assigned commercial market segment or wholesale operations, governing regulations and internal policies and procedures to professionally respond to customer inquiries
- Independently support all inquires on any transaction or cash management service
- Perform other responsibilities as assigned
- Learn and use all branch equipment
- Review each communication completely to ensure all requests are understood and addressed
- Further the reputation of Affluent Client Service with each interaction
- Assist callers on behalf of Relationship Managers and Regional Directors
- Handle general client (internal and external) enquiries across all communication channels (in-person, phone calls and emails) in a timely and accurate manner
9
Experience For Asia FCC Senior Client Services Officer Resume
- Provide onsite support at Hong Kong Sales, e.g. Paddle Registration
- Greet and assist clients at Front of House and escalate issues to relevant departments as appropriate
- Manage all bids received through all channels
- Create new client accounts on system according to the company’s compliance policy and ensure accurate client information is kept within the client systems
- Train and coordinate temporary staff during sales
- Assist in supporting special events as requested
- Work with internal and external clients in all channels professionally and responsibly
- We recognize people as our most valuable asset. We offer a competitive compensation plan, outstanding benefits package and the professional advantages of an environment that supports your development and recognizes your achievements
10
Experience For Client Services Officer, Geneva Resume
- Expert knowledge of Excel, VBA skills would be an advantage
- Experience using SWIFT
- Recently graduate with a first experience within a financial Company
- Experience in an administrative role desired but not essential
- Assist Client Services Manager in account management of existing clients'
- Work in a fast paced environment and deliver while working under pressure
- Provides high quality service to achieve maximum customer satisfaction by resolving customer queries at first contact
List of Typical Skills For a Client Services Officer Resume
1
Skills For Client Services Officer, Analyst Resume
- Tertiary qualification or equivalent training to demonstrate commitment to learning
- Effectiveness at liaising with a wide range of stakeholders and providing a high level of clerical and administrative support
- Banking and regulatory experience including branch operations
- Maintain excellent business relationships with stakeholders by responding to application inquiries
- Sound knowledge and experience in banking products and services, particularly global payment investigations
2
Skills For Senior Client Services Officer Resume
- Experience in servicing Corporate and Financial Institution clients
- Adapatability to work efficently and independently in a fast pasted enviornment with shifting priorities
- Provide absolute "one-stop shopping" customer service experience
- Good math, reading, and comprehension abilities
- Relevant business experience, exposure to accounting office applications and processes
- Experience in a customer service / client management role
- Experience in the use of business information systems and MS Office
- Experience in financial business or investment background
3
Skills For Retirement Client Services Officer Resume
- Extensive Client Service/Contact Centre/Operations experience
- Good general knowledge of systems and procedures as well as broad knowledge of how the Contact Centre work integrates with the company as a whole
- Good knowledge of the company and interdependencies between Client Services and other business functions
- Experience in similar roles with a knowledge in mutual fund products
- Knowledge and experience of Cash Management and Business Account documentation
- The ability to build strong relationships with key stakeholders in the business
- Support tenancy and community participation initiatives to contribute to harmonious neighbourhoods and stronger communities
4
Skills For Corporate Client Services Officer Resume
- A commercial minded self-starter with strong client orientation and work ethic
- Relevant experience in a unit registry/investor/adviser service environment ideally within a fund manager client service or unit registry team
- Preparing complex submissions, making financial decisions and setting client budgets
- Monitoring of daily unit registry processing and reporting from Link
- Managing the opening of new investor accounts
- Playing an important role in a small but dynamic administrative team
- Providing extra administrative support to the partners as required
5
Skills For UK Client Services Officer Resume
- Understanding of NSW government and NSW Trustee & Guardian’s key services and client base
- Dealing with ad-hoc and periodic enquiries from third party distribution clients and prospects
- Prepare applications for financing summaries including all forms and initial financial information and, obtaining credit reports and supplier contacts
- Flexible working hours when required, including evening and weekend sale coverage
- Preparation of other external reporting as needed including performance and research house reporting
- Handle incoming funds via all methods of payments according to the Anti-Money Laundering Policy
- Resolve incoming client queries example; loading of debit order, change of due date - at the first
- Support Relationship Managers and the District Director by completing assigned tasks relating to client files, new and existing deals, office operations and communications
6
Skills For Assistant Client Services Officer Resume
- Provide client service excellence when responding to client questions or requesting them to provide additional information as required
- Provide general information on Christie’s to the public, including information on forthcoming sales and auction house procedures
- Assist in gathering and recording Client Comments and survey responses
- Set up new compensation trusts, including stamping
- The ability to play a senior role, providing leadership and working collaboratively within a Service Centre team
- Preparation of investor specific reporting including fund fact sheets, asset allocation and distribution information
7
Skills For Global Custody Client Services Officer Resume
- Provide outstanding customer service to clients, banking offices, account management, sales representatives and merchants
- Participate in training programs that expand job knowledge and understanding and meet compliance requirements
- Responsible for achieving individual targets and sales goals whilst maintaining quality and compliance
- Responsibility in establishing and maintaining relationships with internal and external clients
- Achieve individual KPIs while supporting the team in reaching its targets
8
Skills For Administrative\client Services Officer Resume
- Manage the end to end client journey from scheduling services to invoicing the client
- Provide accurate reporting and other information to the Regional Office and Head Office as requested
- Collaborate with IT technical support to install upgrades/apply basic troubleshooting methods
- Liaise with back office staff on client visits to ensure comfortable meeting place is available upon their arrivals
- Maintain and refresh all signage, posters, catalogue displays, within the public spaces, including FOH, Registration and Payments area
- Support with the administration of on-boarding new clients
- Provide Business Advisory accounting job support
- Liaise with and assist the lodgement coordinator in Melbourne, acting as a back-up for that role
- Familiarity and confidence in using core office software applications or other technology to accurately enter data
9
Skills For Asia FCC Senior Client Services Officer Resume
- Knowledge of international Transactional Banking is required
- Successful completion of a university or college program with a focus on commerce and/or accounting
- Attend client visits and actively participate in business conversations to gain a detailed understanding of the client’s business requirements
- Advanced working knowledge of HOBS/BFE
- A keen interest in contributing to the team’s success, and
10
Skills For Client Services Officer, Geneva Resume
- A commitment to helping the team exceed our clients’ expectations
- All roles in NSW Trustee & Guardian require a willingness to have phone calls monitored for quality and training purposes
- Work in partnership with the Private Banker team including AB and CAO to address the financial needs and expectations of the client
- Attention to details, analytical and problem solving capabilities
- Proficiency in English and Chinese in writing and fluency in English, Mandarin and Cantonese
- Assist with special projects and implementation of department initiative as appropriate. Assist in training new employees
- Handle general correspondence and mass mailing
- Act as an interface with internal departments such as Investment teams, marketing, product management and Legal teams
List of Typical Responsibilities For a Client Services Officer Resume
1
Responsibilities For Client Services Officer, Analyst Resume
- Financial service experience optional
- Good in MS.Office
- Multitask while also maintaining efficiency and accuracy
- Update records and databases, complying with records management processes, to ensure information is accurate, stored correctly and accessible
- Proficiency in spoken and written English, Mandarin and Cantonese
- Providing direct support to our clients and sales teams in relation to operational topics (eg. information on Lombard Odier’s fund range, dealing terms, etc.)
- Knowledge of Institutional Client Reporting, Investment Funds and Third Party Distribution is desirable
- High level of initiative, commitment
- Actively participate as a team member who shares ideas and supports peers
2
Responsibilities For Senior Client Services Officer Resume
- Work well under pressure, work to deadlines and multi-task
- Team player with service mind
- 5 hour shift within those times
- Takes ownership and initiative to complete necessary research and actions for resolutions
- Maintain client records accordingly within the system to ensure accuracy of information
- Tertiary qualifications desired but not essential
- Team player while also ability to work autonomously when needed
- Provide administrative services including filing, mail receipt and sorting, maintenance of registers, photocopying, and creating and compiling documents to support the effective operation of the team/unit
3
Responsibilities For Retirement Client Services Officer Resume
- Processing financial transactions and handling of cash including the payment of accounts, receipts, invoicing, banking, journals, accruals purchase of stores and equipment and petty cash
- Provide high level customer service to a range of clients in person, over the phone and via written correspondence. Strong communication skills and adaptability in a dynamic workplace is essential to the role
- Provide administrative services including; updating records and databases, filing, mail receipt and sorting, maintenance of registers, photocopying, and creating and compiling documents to support the effective operation of the team/unit
- Processing financial transactions including the payment of accounts, receipts, invoicing, banking, journals, accruals purchase of stores and equipment and cash transactions
- Bi-lingual/Tri-lingual language (English/Mandarin/ Cantonese) capability
- Work directly with clients and their advocates to provide advice and assistance on housing options based on assessment of eligibility and client need and in keeping with relevant legislation, policies and procedures
- Work collaboratively with service providers and make referrals where additional support requirements are identified to better meet client needs
4
Responsibilities For Corporate Client Services Officer Resume
- Manage tenancies and support clients to maintain successful tenancies
- Manage client information to ensure confidentiality, accuracy and integrity
- Knowledge of these products and related requirements would be an asset
- Opportunity to build relationships with top Hong Kong listed companies, banks and regulators
- Corporate trust administration and related systems. (Required)
- Prepare and distribute workflow reports on a weekly basis
5
Responsibilities For UK Client Services Officer Resume
- Manage compliance workflow of SMSF
- Update client databases on various systems and the ATO portal
- Liaise with the ATO on client matters and lodge simple ATO forms
- Scan client documents and complete other client checklist administration
- Bind and collate finals packs and letters that go out to clients
- Complete ad hoc administrative tasks
6
Responsibilities For Assistant Client Services Officer Resume
- Location - Mid North Coast and Northern NSW District
- Initiative and self-motivation,
- 8 October 2018 at 11:59 pm
- Experience and understanding of working with people with disabilities, with the ability to ensure the delivery of high quality customer service with empathy to a diverse client base
- FACS Clerk/Grade – 2/4
7
Responsibilities For Global Custody Client Services Officer Resume
- Adapt to work in different jurisdictions
- Take responsibility for general office operations
- Taking responsibility for and ensuring the successful implementation and maintenance of accounts and services to new and existing client relationships either from direct client contact or as directed from CRM’s/GTB Sales by liaising with designated Branch/Centre staff/ EO/CCEB/Cash and Treasury Management Services and the CAU as required
- Contribute to the Centre’s growth, productivity and service by
- Maintain record of catalogue sales and coordinate with Accounts on payment received
8
Responsibilities For Administrative\client Services Officer Resume
- Provide onsite support at Hong Kong Sales and other special events as requested
- Support the annual company statement review process
- Ensure ATO lodgement compliance
- Handle general client (internal and external) enquiries across all communication channels as outlined in Client Service Standards and according to departmental guidelines including, but no limited to, view / auction information, condition report assistance, sale results, Christie’s.com, Christie’s LIVE, Online Only Sale, and any bidding and account-related matters
- Handle all types of customer service request including balance, stop account and ATM maintenance requests, general Online Banking inquiries/ troubleshooting and claims, photocopy requests, stop payments, transaction transfers, wire request, special instructions, etc. Responsible for following call and email quality guidelines in order to ensure a high level of client service
- Responsible for staying abreast of policies and practices by participating in training; huddles, and reading job related communications. Consistently meet individual and team performance standards for attendance, timeliness, quality, efficiency, and schedule adherence. Establish and maintain excellent working relationships with assigned office staff
- Handle general client (internal and external) inquiries across all communication channels as outlined in Client Service Standards and according to departmental guidelines including, but no limited to, view / auction information, condition report assistance, sale results, Christie’s.com, Christie’s LIVE, Online Auctions, and any bidding and account-related matters
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