Client Services Specialist Resume Sample
Sophia King
5908 Farrell Key,
Dallas,
TX
+1 (555) 226 2511
Work Experience
Client Services Specialist
04/2018
-
PRESENT
Detroit, MI
- Assists teams in developing and preparing client communications using Microsoft Word, Microsoft PowerPoint and Microsoft Excel
- Setup and coordinate meetings and conferences (e.g., schedule conference rooms, prepare materials, coordinate internal/external resources, order lunches, maintain conference rooms after meeting/visit, etc
- Assists in use and scheduling of web-meetings using web conference technologies
- Working in the insurance brokerage industry in a client service role ideal
- Process enrollments, contributions, investment allocations, disbursements,
- Serve as the primary contact for the assigned clients and provide backup assistance for other team members. Regularly review plan documents and service guarantees/standards and ensure all peripheral systems are updated with special plan details
- Respond to all questions and inquiries, verbal and written (via phone, email, fax), regarding ICMA-RC’s products and services; plan administration, pension legislation, 401 and/or 457 plan(s), Retiree Health, IRA, etc. and requests for procedural information for assigned plan sponsors
- Build and maintain a positive relationship with assigned clients and their respective DSRs (Director, Strategic Relationships)
Senior Client Services Specialist
02/2013
-
03/2018
San Francisco, CA
- Ensure that overall service delivery to clients meets and/or exceeds their expectations. Coordinate corporate service activities and deliverables including processing, reporting, communications and projects for assigned clients
- Research client issues; determine solutions and perform/coordinate corrective actions; consistently handle issues in an exemplary manner. Ensure status tracking of issues and projects and provide regular and timely status updates to clients
- Partner with service support units, where appropriate, to ensure timely, seamless resolution of issues
- Experience working in a client-facing role in a work setting that is “customer obsessed”. Preference for industry experience in biotech, life sciences, and/or health care
- High level of customer empathy
- Enjoys problem-solving in a dynamic and rapidly changing environment
- Experience using Google Apps, Mac OS X, and CRM applications such as Salesforce
- Balance general ledger entries via Automated Posting Application (APA) to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner
Associate Client Services Specialist
03/2010
-
12/2012
Philadelphia, PA
- Post DDA and General Ledger entries via APA to Hogan system, send out cashier checks and process outgoing wires as needed based on service requests
- Perform maintenance transactions on CLS including, but not limited to, setting up borrowing base ticklers, Advance Paydown ticklers and other monetary and indicative system changes
- Open Enrollment assistance with Health Fair coordination, tracking vendor attendance, and providing WTW representation at meetings
- Accountable for delivering Client Service excellence globally effectively managing any risks and issues
- Identification of opportunities globally and effectively managing the regional CSM’s to deliver against client promises
- Identify and introduce service improvements to improve the overall client experience
- Resolves global client service issues and challenges as the final escalation point
- Identify opportunities to streamline processes, eliminate redundancy, increase revenue and strengthen relationships
- Cross selling PCM products appropriate to customer needs and providing superior service support for all PCM solutions
Education
Ohio State University - Mansfield Campus
2006 - 2010
Bachelor's Degree in Business
Professional Skills
- Experience with MBS Expert, Market Analysis, Mortgage Allocation, SmartStream, Global Custody, Investment Banking, Business Process Reengineering, Brokerage Processing, Financial Reconciliation
- Strong analytical and problem-solving skills, along with excellent organizational, time management and multi-tasking skills
- Excellent verbal and written communications skills; excellent telephone communications skills
- Strong analytical and problem solving skills, along with excellent organizational, interpersonal, and communication skills
- Excellent communication skills – speaking with clients, writing skills, listening
- Strong SQL skills (can make complex queries - DBA skills not required)
- Demonstrated written, oral, and interpersonal skills with the ability to effectively communicate with all levels of in-house staff and clients
How to write Client Services Specialist Resume
Client Services Specialist role is responsible for computer, microsoft, interpersonal, organizational, customer, analytical, excel, business, advanced, basic.
To write great resume for client services specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Services Specialist Resume
The section contact information is important in your client services 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 Services Specialist Resume
The section work experience is an essential part of your client services 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 services 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 services specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Services Specialist resume experience can include:
- Strong Excel skills as well as strong analytical and problem-solving skills
- Excellent written and verbal skills with proven ability to effectively interact with clients (e.g. phone calls, face-to-face, reporting, escalations, etc…)
- Excellent business professional oral communication skills (pleasant phone manner) combined with basic business writing skills
- Advanced computer skills including the high level Excel skills required
- Proven organization skills and the ability to manage multiple priorities while working under tight time constraints
- Strong interpersonal skills and ability to build and maintain strong relationships with constituents and vendors
Education on a Client Services Specialist Resume
Make sure to make education a priority on your client services 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 services 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 Services Specialist Resume
When listing skills on your client services 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 services specialist skills:
- Excellent problem solving skills and ability to exercise good judgment in decision-making
- Strong interpersonal skills and ability to develop solid working relationships inside and outside of Altice
- Effectively utilizes time management skills
- Excellent customer service skills with a focus on a superior customer experience
- Strong analytical and accounting skills, tax or payroll accounting
- Demonstrate a commitment to building new skills and fostering a positive environment
List of Typical Experience For a Client Services Specialist Resume
1
Experience For Senior Client Services Specialist Resume
- Personal Computer skills with expert level Excel skills
- Possess good typing and math skills
- Effective communication skills with internal partners and carriers / service providers
- Good MS Office skills in Word, Power Point, Excel, etc
- Excellent verbal and written presentation skills with an ability to sell the value proposition of our business to key stakeholders
- Solid knowledge of prescription drug reimbursement, including insurance plan types, PBM and major medical benefits, prior authorizations and appeals processing
- Computer skills including MS Office, Outlook, etc
- Well organized and detail oriented. Creative problem-solving skills
2
Experience For Assistant Client Services Specialist Resume
- Work effectively with all levels of Partners and employees across multiple service lines firm wide
- Effectively present results to other team members and clients
- Basic to Intermediate level Microsoft Office skills
- Strong Microsoft Office Products experience
- Align client needs and goals with expanding business opportunities and solidifying client relationship
- Property & casualty insurance experience in a role that is client-facing or external stakeholder-facing is required
3
Experience For Associate Client Services Specialist Resume
- Property & casualty insurance experience in a role that is client-facing or external stakeholder-facing is required
- Working experience in call centre, Banking or Fund Management
- Maintain a first-class level of customer experience for IT related issues impacting leadership and meeting chairmen
- Assess client onboarding documentation for completeness, accuracy, validity, and readiness for onboarding
- Allocate time efficiently, focusing on ever-shifting priorities
- Develops strong working relationships with assigned clients using a variety of resources and techniques
- Strong client/customer service orientation with an interest in developing career
4
Experience For Client Services Specialist, Spanish Resume
- Builds trust-based relationships through effective communication and an understanding of client processes, technology and strategy
- Excellent multi-tasking and organizational abilities & high attention to detail
- Client management experience servicing upper middle market to large accounts
- Prioritize and manage deliverables in high profile, time sensitive / high pressure situations while maintaining professionalism and confidentiality
- Experience working with multi-disciplined teams
5
Experience For Asst Client Services Specialist Resume
- Strong customer focus (understanding of customer concerns and issues)
- Skilled in the operation of Windows applications (Word, Excel, Access, etc.)
- Experience with telecom industry
- Experience with LNP processes
- Routinely communicate and report on status of projects and priorities
- Preferably 3-5 years insurance industry experience
- Experience with upper middle to large corporate accounts
6
Experience For Corporate Client Services Specialist Resume
- Proven expertise in successful carrier negotiation
- Constantly seek opportunities to innovate and improve the MPB Client Experience
- Build effective relationships within and outside of Macquarie
- Serve as the Second Set of Eyes for WEM (quote proposals, confirmation/evidence of coverage)
- Send WEM confirmation/evidence of coverage communication to production team or client
7
Experience For Client Services Specialist, Audit Services Resume
- Possess strong knowledge of Trust tax compliance operations
- Aligns client needs and goals with expanding business opportunities and solidifying client relationship
- Identifies and prioritizes key client service issues and acts as primary point of contact for client escalations through to successful resolution
- Supports the implementation (development, coordination and enablement) of the client experience roadmap and strategy
- Highly Driven individual who is client solution oriented and understands what it means to build an exceptional client experience
- Highly organized, able to prioritize and multi-task in a fast-paced environment
- Facilitate a positive visitor experience: Greet visitors, determine nature of visit and direct or escort visitor to destination
- Work closely with sales team to ensure utmost client satisfaction with the entire Invitae experience
- Builds strong relationships with interactions with carriers and TPA’s
8
Experience For Treasury Management Commercial Client Services Specialist Resume
- Managing filing system for office and assist with drafting and sending correspondence as necessary
- Ensuring the comfort and seeing to the needs of the clients, visitors and people dropping by the institution
- Submitting RFPs and acting as liaison for all Placement related queries during the placement process
- Spending a majority of time speaking to members on the phone and making outbound calls
- Managing the onboarding process for various clients including but not limited to investment management, trust & estates and custody-only accounts
9
Experience For Mortgage Client Services Specialist Resume
- Understanding of alternative funding arrangements
- Anticipating and resolving client queries with integrity and a client first mentality
- Researching problems and providing customers with resolution within established time frames
- Processing and settlement of all transactions including Cash Payments, Investments, Custody trades and FX
- Reviewing transaction documentation from a mechanical/practical (non-legal) perspective in conjunction with the in-house legal team, pre and post-closing
- Creating and implementing of procedures for new transactions, set up processes and population of in house systems
- Supporting fellow Team Members, Team Leaders and Department Head on an ongoing basis
- Working knowledge of VoIP/UCaaS industry
- Marketing of pool program coverages and member ancillary coverages
10
Experience For Personal Investing Client Services Specialist Resume
- Understanding of insurance products, bid preparation, RFP response analysis, RFP results presentation and negotiation techniques
- Preparing Fully Insured and Self Insured RFPs for all lines of coverage in coordination with the Client Service Teams
- Managing of various internal databases and systems to ensure accurate up-to-date information at times
- Liaising with clients, counterparties and relevant internal departments to ensure transactions and queries are dealt with in an efficient and timely manner
- Ensuring transactions are managed in compliance with the transaction documents
- Facilitating member enrollment in health and wellness programs
- Meeting productivity and enrollment goals
List of Typical Skills For a Client Services Specialist Resume
1
Skills For Senior Client Services Specialist Resume
- Strong PC skills with experience in Microsoft Office applications
- Interact and communicate effectively with individuals at all levels of the organization. Expert level written and verbal communication skills
- Drawing insights from client interactions and communicating them effectively to appropriate internal teams in order to enhance the overall client experience
- Proven planning skills and ability to learn scheduling of auditors
- Demonstrate self-sufficiency by utilizing problem-solving and research skills, and online resources
- Demonstrated problem-solving and trouble-shooting abilities; organizational skills
2
Skills For Assistant Client Services Specialist Resume
- Strong problem solving skills in handling client enquiries
- Good research, organizational and problem solving skills
- Excellent interpersonal communication skills with the ability to communicate with clients/customers
- Strong organizational skills with ability to work with minimal supervision on routine and daily tasks
- Have excellent verbal skills in order to communicate complex information and concepts to students and parents
- Draw insights from client interactions and communicate them effectively to appropriate internal teams in order to enhance the overall client experience
- Work in a fast-paced environment and be able to prioritize and elevate any problems or out of the ordinary situations to management effectively
3
Skills For Associate Client Services Specialist Resume
- Good analytical skills (problem identification and resolution)
- Excellent PC skills: MS Office package
- Detail oriented and organized with good time management skills
- Strong interpersonal, client services and communication skills
- Good communication skills, and ability to work well with people
- Good PC troubleshooting skills to identify faulty applications and functionality
4
Skills For Client Services Specialist, Spanish Resume
- Good writing skills with proper grammar
- Understanding of and ability to effectively articulate carrier specific strengths and weaknesses
- Demonstrable proficiency using advanced Microsoft Excel skills including PivotTables and Data Visualization
- Strong attention to detail with a demonstrated ability to use sound judgment when fielding questions and speaking to Finastra clients
- Prior experience conducting outreach and working with clients from various social and economic backgrounds
- Health and welfare account management experience including some underwriting or analytical experience
- Prior work experience at a Government Contractor or working in the Government Contracting industry is ideal
5
Skills For Asst Client Services Specialist Resume
- Deductive problem solving skills to investigate and solve a broad range of problems
- Proficiency in basic math skills: addition, subtraction, multiplication, division, working with percentages and fractions
- Customer service and Call Center experience; banking experienced prefered
- Experience in the financial services industry with client onboarding experience
- Prior working experience with senior level professionals
6
Skills For Corporate Client Services Specialist Resume
- Superior organizational, problem-solving, and time management skills
- Valid State drivers license and 5-year record of safe and competent driving as demonstrated by state motor vehicle report if required to transport clients
- Excellent phone communication and listening skill
- Professional experience working with large, complex commercial P & C insurance clients; construction experience is beneficial
- Account management experience in a staffing environment and 1 year of recruitment experience
- Interact effectively with both non-technical software application users and technical software application users
7
Skills For Client Services Specialist, Audit Services Resume
- Frequent fine motor skills required
- Valid Real Estate License, valid Driver’s License, adequate Auto Insurance, and a dependable vehicle are essential
- Exceptional organizational, negotiation and documentation skills
- Analytical skills and the ability to recognize trends
- Analytical skills and the ability to recognize trends (Exercise considerable independent judgment and attention to detail)
- Analytical skills and the ability to recognize trends (Ability to exercise considerable independent judgment and attention to detail)
8
Skills For Treasury Management Commercial Client Services Specialist Resume
- Builds positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals
- Proficient in basic computer skills including Microsoft Word, Excel and Outlook365
- Obtaining and maintaining a valid Washington State Real Estate License within 3 months of hire is required
- Interesting work with friendly colleagues, who are willing to share their extensive experience
- Providing strong management oversight of the offshore teams and the Incident Management team including regular interlock sessions
9
Skills For Mortgage Client Services Specialist Resume
- Lifting 10-25 lbs. with good body mechanics
- Managing and prioritizing individual caseload and database
- Willing to obtain a valid, relevant State Property & Casualty license
- Experience coordinating and leading meetings; documenting action items and following through to completion
- Skilled at: listening over the phone, research, writing, clearly communicating via phone, email and IM, leadership
- Experience in a client facing role such as providing property tours, building walk throughs, etc
- Skilled in researching records for data or relevant client history, or obtaining information pertaining to available services for clients
- Strong operational expertise in proxy; i.e. cumulative voting, blocking, SDN scanning, vote move and beneficial owner disclosures
- To have experience working and liaising with development and proposition teams in order to drive problem resolution
10
Skills For Personal Investing Client Services Specialist Resume
- Extensive experience working with Windows and Mac based computing systems
- Strong working knowledge of video conferencing platforms and peripherals required
- Billing experience, preferably physician billing
- Experience gathering and analyzing customer usage data
- Skilled in relating to and working with clients of various cultures or disabilities
- Experience using internet/searching tools
List of Typical Responsibilities For a Client Services Specialist Resume
1
Responsibilities For Senior Client Services Specialist Resume
- Good computer skills including ability to use Microsoft Word and Excel
- Experience working with King County or other BHO contracted behavioral health providers. Knowledge of and experience with behavioral health managed care
- Basic computer skills including ability to use Microsoft Word and Excel
- Experience with recordkeeping systems – preferably SRI or SEI Trust accounting
- Preferably 2-3 years Commercial Property & Casualty insurance industry experience in a Service or Marketing role that is client-facing
- Experience working with populations that have co-occurring mental illness and substance use disorders
2
Responsibilities For Assistant Client Services Specialist Resume
- Experience working with King County or other BHO contracted behavioral health providers
- Three to Five years of insurance industry experience related to servicing accounts
- Client management experience servicing upper middle market to large accounts
- 2 – 5 years Bill review processing experience
- Schedule and conduct new seller orientations ensuring new clients have a great first impression and experience
- Previous experience with financial institutions and/or the leasing industry
- Experience working with healthcare clients
3
Responsibilities For Associate Client Services Specialist Resume
- Professional experience working with large, complex commercial P & C insurance clients
- Customer service experience in a healthcare or related setting
- Banking experience
- Experience in Financial Services, preferably in a client-facing support role
- Significant experience supporting the ET product from a client perspective
- Have a solid understanding of Unix and SQL
4
Responsibilities For Client Services Specialist, Spanish Resume
- Insurance industry experience related to servicing large commercial accounts
- Experience working in IT
- Own deliverables and action plan for resolution of any processes impacting the overall customer experience
- Five or more years of relevant experience in customer service, medical underwriting and/or operations
- Experience within the Financial industry working with high profile clients
- Experience working in a call center
5
Responsibilities For Asst Client Services Specialist Resume
- Experience in a clinical setting
- Experience with physician service industry, including interaction with physicians and office staff
- Proven ability to work efficiently and accurately in a fast-paced multi-tasking environment
- Usually possesses two to three years of banking experience
- Tax and Payroll Accounting experience
- Professional experience working with Microsoft Windows based PC’s and Servers
- Experience of writing Java applications
6
Responsibilities For Corporate Client Services Specialist Resume
- Experience in the financial markets
- Brokerage or Agency experience in marketing and servicing of large accounts
- Drive effective issue resolution on behalf of all involved parties and communicate on a timely basis
- Handling customer service calls from clients including problem solving with member eligibility issues and billing discrepancies
- Binding, copying preparing for client meetings (working with Senior Client Service Specialist of AE/Sales Person)
- Assessing client needs, advising on Experian products, explaining production process and reviewing results with client
7
Responsibilities For Client Services Specialist, Audit Services Resume
- Working knowledge of fundamental accounting principles and bookkeeping functions including general ledger entries and financial statements
- Managing, communicating and restoring service to the business during major incidents
- Investigating technical issues, monitoring and maintaining application health and handling queries from users
- Supervising a client services team including planning work, coaching and development
- Fielding calls from clients and their employees, counseling them on their benefits and assisting with difficult claims resolution
- Maximizing customer opportunity by referring opportunities to Sales that are identified during the service process
- Monitoring status of change requests, reviewing policy documents for accuracy and following up to delivery of change documents
8
Responsibilities For Treasury Management Commercial Client Services Specialist Resume
- Ensuring client expectations are met by communicating client objectives with departments and vendors involved in production, utilizing senior staff as needed
- Driving service performance by the support vendor, confirming adherence to SLA’s and verifying plans exist to address deviations
- Expediting time to resolution, by actively participating during incident management activities
- Working knowledge of the billing and claims industry, preferably physician billing
- Working knowledge of managed health care industry, including working knowledge of HMO/IPA regulations
- Ensuring team compliance with existing agreements, policies and reporting requirements
- Identifying clients with health care or social services program needs and providing eligibility screening and education about program benefits
9
Responsibilities For Mortgage Client Services Specialist Resume
- Ensuring applications are complete and an eligibility determination can be reached by tracking and following up on applications and with clients
- Working with various operational support staff in the reconciliation of client problems while attempting to limit future occurrences
- Marketing knowledge / interest in ultimately selling the product
- Analyzing exposure information, and enforcing compliance requirements
- Identifying and processing coverage enhancement and cross- sales opportunities
- Working with a diverse group of clients and Willis Towers Watson colleagues in a team environment focused on delivering customer satisfaction in all areas
- Developing close working relationships with assigned clients and vendors
- Documenting and communicating solutions to internal and external clients in a timely fashion
- Remaining current on all products and processing offered
10
Responsibilities For Personal Investing Client Services Specialist Resume
- Printing and sending cheques as ordered by our customers
- Liaising with customers and internal departments regarding post payment queries
- Understanding and aptitude for Consumer Behavior and Marketing Research
- Completing KYC & Account Opening electronic forms
- Interacting regularly with clients, including weekly production statuses and monthly service reviews
- Communicating IT production services and tracking against Service Level Agreements (SLA) with business operations
- Conducting service evaluation’s and implementing service improvements
- Managing problems proactively, ensuring follow-up actions are completed
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