Client Support Representative Resume Sample
Work Experience
- Follows up with clients by telephone
- Periodic visits to client sites
- Troubleshoots and solves immediate client needs
- Responds to and resolves client issues in a timely manner
- Corresponds with clients as needed
- Participates in QI activities – collects data, identifies issues, participates in resolutions
- Professionally manage a variety of questions and concerns from clients regarding technical inquiries
- Responsible for responding to client inquiries, troubleshooting and/or resolving product issues, and providing the information to resolve our clients’ concerns
- Research technical problems with the aim of finding the best possible solution
- Work with internal team members via cases, phone, email and IM to escalate system and client issues
- Analyze data to resolve complex technical issues
- Use critical thinking and problem solving skills to resolve a wide variety of issues
- Follow up with client requests in a timely manner
- Correctly document all work in a case system
- Maintain constructive relationships with customers and bring to the attention of the manager any issues/inquiries
- Works on other projects as assigned by their Manager/Supervisor
- Attend training sessions to improve and/or maintain skill sets
- Maintain professionalism while working with clients, co-workers, and leadership
- Support of other Broadridge departments, such as Project Specialist, Account Management and Level 2 & 3
- Interacting with the Client Service group as point" person on critical issues. This interaction also requires knowledge of brokerage industry terminology and an understanding of the underlying financial products and services, as well as technical expertise on a variety of Broadridge products and platforms
- The Client Support Help Desk position can have a significant impact on the client's organization and their ability to do their business in an efficient and timely manner. This is accomplished through proper tracking, escalation, and timely resolution of client issues
- Complete knowledge of Investigo application
- Technical knowledge of the various Investigo functions
Education
Professional Skills
- Proven strong customer service skills and communication skills (both written and verbal)
- Strong relationship and communication skills to ensure proper client interaction in handling dispute resolution and loss recovery
- Excellent oral, written and social skills
- Possess a high level of computer skills (to effectively utilize multiple EFT systems, Excel, Word and PowerPoint)
- Solid organizational and time management skills with strong attention to
- Experience in a commercial lending environment and/or experience with loan documents or loan processing
- Self-motivated, with the ability to manage multiple conflicting priorities, while continuously prioritizing deliverables
How to write Client Support Representative Resume
Client Support Representative role is responsible for computer, customer, microsoft, analytical, powerpoint, excel, finance, retail, credit, securities.
To write great resume for client support representative job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Support Representative Resume
The section contact information is important in your client support representative 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 Support Representative Resume
The section work experience is an essential part of your client support representative 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 support representative 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 support representative position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Support Representative resume experience can include:
- Has solid organizational and multi-tasking skills
- Service, Tech Support, or Sales experience in the B2B SaaS space, with demonstrated success in providing excellent service
- Excellent planning, organization, attention to detail and implementation skills
- Excellent interpersonal, presentation and communication skills (verbal & written)
- Effectively communicates appropriate dispute resolution processing for Visa or MasterCard debit/credit clients in efforts to deepen Fiserv product penetration
- Experience (3 years of Banking/Corporate Treasury experience)
Education on a Client Support Representative Resume
Make sure to make education a priority on your client support representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client support representative 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 Support Representative Resume
When listing skills on your client support representative 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 support representative skills:
- Demonstrated experience in effective and positive customer relations and communication skills
- Strong organizational skills and be able to prioritize tasks and follow-through on multiple and ever-changing deadlines
- Exhibit excellent communication and problem solving skills
- Has strong problem solving skills, and can display innovation, research, investigation, inquiry, analysis, and evaluation
- Time management and task prioritization skills
- Good technical diagnostic, analytic and problem solving skills
List of Typical Experience For a Client Support Representative Resume
Experience For Client Support Representative, Level Resume
- Excellent PC skills with detailed use of Word, Excel and PowerPoint
- Effectively Interface With Other Broadridge Service Support Areas Troubleshoot problems and provide assistance in the implementation of a solution
- Strong command of customer service, Client Service or equivalent experience
- Prior experience in a customer environment
- Strong experience with TRID (TILA-RESPA Integrated Disclosure)
- Providing effective, efficient, timely and complete information to customers during issue resolution
- Experience working in a box office, ticketing or a related live event space
- Experience supporting large key accounts required
- Solid understanding of financial markets and the asset management industry
Experience For Client Support Representative Level Resume
- Experience with client quotes, billing and reconciliation
- Enabled clients and ensure a successful system experience
- At least four years of experience within the financial services industry
- Demonstrated ability to deliver superior client-focused results
- The ability to develop and maintain effective relationships with clients who have a sophisticated investment knowledge
Experience For Senior Client Support Representative Resume
- Innovative: Advocates and embraces changes that improve the customer experience and make doing business with Passport consistently easier
- Total Number of Years Relevant Experience: 0-2
- Software knowledge and experience
- 2 – 3 years of previous banking experience in a client support role
- Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast paced work environment
- Experience with print statement production
- Previous experience in a call center and/or dynamic environment
- Very good knowledge of company products and services
- Answering questions and resolving client issues relating to the eServices and other related products
Experience For Technical Client Support Representative Resume
- Receiving and processing work orders from new and existing clients
- Assisting with general scheduling questions and directing escalations to client account manager
- Improving client references by writing and maintaining documentation
- Monitoring and updating the 840 log
- Formulating and analyzing monthly client activity reports
- Updating / maintaining the Cold Chain Management Checklist
- Updating the Replenishment Instructions for the Packaging Guide document (as needed)
- Partnering with Account Management team to ensure maximum client satisfaction and issue trending
- Assisting with Client Infusion Training as needed
Experience For Client Support Representative Associate Resume
- Receiving and responding to client issues in a timely manner via email, fax, cases and telephone
- Assisting in the management of sales prospect lists and the scheduling and maintenance of client appointments
- Answering incoming phone calls by FOS clients and provide timely and accurate responses to their inquiries
- Supporting ongoing quality improvement initiatives for the Client Support department
- Assisting in the training of new Client Support Representatives
- Providing testing support for new Product Releases
- Interacting with clients in a professional manner
Experience For Client Support Representative for Allstate Dealer Services Resume
- Maintaining positive relationships as well as with internal Broadridge personnel
- Running daily and weekly client activity reports
- Answering any urgent emails and follow ups from clients (ie: temperature excursions)
- Recycling TT monitors after 2 years of storage
- Actioning WorldSTAR notes from the Techsupp screen to Representatives
Experience For Website Client Support Representative Resume
- Updating flight sheets and the standard flight browser (WS Screen 20)
- Contacting participants at client’s request
- Representing Caremark at client benefit fairs as needed
- Maintaining a positive, empathetic and professional attitude toward clients at all times
- Responding promptly to customer inquiries
- Keeping detailed records of customer interactions, transactions, comments and complaints
Experience For Commercial Banking Client Support Representative Resume
- Growing: Takes initiative to learn more about our products and services within and outside of the parameters of your job
- Empowering: Consistently seeks opportunities to empower customers
- Providing second level support to clients by phone or written communication through the client portal
- Meeting schedules and deadlines
- Testing improved and changed software programs
- Extracting the TT results from Optiview that were entered into the jobs by other offices, analyzing, and emailing information to clients as required
- Receiving and responding to client issues in a timely manner via email, fax,cases and telephone
Experience For AP Client Support Representative Resume
- Managing complaints, suggestions and comments in queue
- Providing plan benefit override support at client request
- Developing and maintaining an understanding of Fiserv products and staying abreast of significant industry advancements
- Communicating as needed to advise of backorders, delayed orders, unavailable product, etc
- Maintaining knowledge of current and discontinued product lines
Experience For Data Analyst / Client Support Representative Resume
- Support Lenders by answering calls, preparing packages, data entry, tracking vendor invoices, and gathering information to resolve issues or complete projects
- Provide information to other departments that is needed to resolve client problems including diagnosing and defining issues
- Fluent in Bahasa Indonesia language in reading, writing & conversing (for business sales requirements)
- Assist the account management team with projects including onboarding, recruiting, and worker cultivation
- Linux, Schell scripting & Network understanding such as FTP, SSH, TCP/IP
- Deliver professional and timely client communications regarding project updates, ongoing support items and software enhancements and corrections
- Develop a full understanding of Fiserv products and services while staying well-informed of relevant industry trends and best practices
- Coordinate all activities surrounding the Canon Solutions Printers on campus including on-campus deliveries
List of Typical Skills For a Client Support Representative Resume
Skills For Client Support Representative, Level Resume
- Time Management, organizational, and problem solving skills
- Phenomenal team work and collaboration skills
- Is client-oriented with great interpersonal skills
- High level of customer service and interpersonal skills
- Communicates effectively with local staff
- Relationship and communication skills to ensure proper client interaction in handling dispute resolution and loss recovery
- Effectively and proactively service our clients and their business needs
- Effectively and appropriately respond to client questions and issues
- Effectively Collaborate With Other Broadridge Service Support Areas
Skills For Client Support Representative Level Resume
- Effectively resolve customer issues
- English language skills (Written and verbal) – Mandatory–
- Accomplishing organization mission by completing related tasks as needed – relying on experience and judgment to plan and accomplish these goals
- Providing training and leadership to less experienced client services associates
- Possessing a strong understanding of Blackboard Connect’s products and services
- Experience working in banking operations for ex: book-keeping, implementing a new process or software and associate training)
- Experience stage testing scenarios in test environments, recreating and documenting each step as reported by client
- Previous personal banking experience in retail or commercial banking is required
Skills For Senior Client Support Representative Resume
- Work experience with a lending back ground (mortgage or general loan servicing)
- Experience and comfort with online marketing solutions
- Solid team player with a positive attitude and a record of consistently meeting commitments and assigned tasks
- Experience working in a Client Services environment
- Experience trouble shooting computer applications
- Experience with industry standard applications including Google Docs
Skills For Technical Client Support Representative Resume
- Previous banking experience in a customer support role
- Experience in an investment operations role, specifically in fund accounting
- Personnel hired by ALI prior to 6/99, holding both MLT/CLT and HEW/HHS certification
- Has light customer support/service experience
- Can establish priorities, work independently, and proceed with minimal supervision
Skills For Client Support Representative Associate Resume
- Is creative with a strong attention to detail
- Define client issues, collect data, establish facts, and draw valid conclusions
- At least two years of customer service experience
- Previous experience with commercial account analysis or bank relationship management
- Experience with a lending back ground (mortgage or general loan servicing)
- Experience troubleshooting technical lending products
- Work experience with a lending back ground (mortgage or general loan servicing) in a call center environment
- Experience in deposit banking or operations servicing
Skills For Client Support Representative for Allstate Dealer Services Resume
- Experience providing testing support for new Product Releases
- 1 – 2 years experience working with Agile process of project management
- 1 – 2 years experience working with oil industry data
- Experience working with Fiserv’ s Signature Deposit applications
- Previous banking experience in a customer support role
- Experience working in financial services
- Experience working in a contact center or customer service role
- Experience troubleshooting deposits products
- Experience in Banking
Skills For Website Client Support Representative Resume
- Effective decisioning around issues as software defect or a client process issue and work through the process issues to all client’s satisfaction
- Experience of Microsoft SQL database, Adobe Pro, and XML
- Experience in a customer service and/or customer facing role
- Assist in maintaining current evidence insurance in credit files
- Working or intern experience in Customer service
Skills For Commercial Banking Client Support Representative Resume
- Loan servicing experience
- Provide feedback on preparedness and priority of proposed projects
- Experience in Customer Service required
- Function as part of a team and to be an excellent team member
- Provides training and leadership to less experienced client services associates
- This job operates within the corporate office
Skills For AP Client Support Representative Resume
- Experience in a customer service oriented position or applicable internships
- Sales Force- recent experience
- Entry level candidates / have maximum 1 to 2 years of work experience
- Have a great interest or work experience in Sales & Account Management
- International experience (academic, personal or professional) and held leadership roles in university
- Provide effective enterprise level support for WorkMarket users through telephone calls, chats, emails, and personnel requests for support
- Learn quickly to define client issues, collect data, establish facts and draw valid conclusions
- Clients are enabled and experience a successful system
Skills For Data Analyst / Client Support Representative Resume
- Experience with Episys
- Improving system performance by identifying problems, recommending changes and providing insights regarding users’ needs/wants
- Participating in development of client training programs by identifying learning issues and recommending instructional language
- Tackling client issues of a complex nature by simulating and recreating complex operating problems
- Developing and maintaining an understanding of Fiserv products and staying abreast of meaningful industry advancements
List of Typical Responsibilities For a Client Support Representative Resume
Responsibilities For Client Support Representative, Level Resume
- Experience with the Signature Loan applications
- Loan Origination experience with Auto or Mortgage Loans, Consumer Loans, Commercial Loans or any combination thereof
- Five years of experience in a similar position or medical laboratory science is Required
- Ensuring seamless new product launches by maintaining and distributing key technical data, including items such as pricing, descriptions, etc
- Providing feedback to Customer Care management on servicing incidents and developing service trends
- Researching and follow-up on outstanding orders as needed
- Providing communication regarding availability of product and distribution, services, policies, and procedures
- Documenting issues clearly for resolution and archival
Responsibilities For Client Support Representative Level Resume
- Following up with customers to ensure issue has been resolved
- Develop positive relationships with key client personnel by building open communication, understanding their internal structure and providing regular follow up
- Secondary responsibilities – Software requirements gathering, defect documentation, testing, support of implementations staff
- Secondary responsibilities – Software requirements gathering, defect documentation, testing, and support of implementations staff
- Maintain availability and respond to incoming client inquiries. Research/ticketing (5%)
Responsibilities For Senior Client Support Representative Resume
- Promote team atmosphere by communicating ideas and sharing knowledge with team members
- Has the ability to multi task while working with continually changing tasks, in a fast paced environment
- Provides external customer support for inbound servicing inquiries related to client accounts including loans, deposits and cash management
- Fluent in Spanish (Reading & Writing)
- Be available to work varying support hours, 8am – 5pm and 10am – 7pm on rotating basis
Responsibilities For Technical Client Support Representative Resume
- Working with banking applications
- General understanding of investment banking operational practces and standards
- Knowledge of Investran is required - Accounting, CRM, and Reporting Modules
- Handle daily customer support requests such as account opening, balance inquiries, wire processing, advances, transfers, payoffs, and loan inquiries
- An understanding of IT products and principles is beneficial
Responsibilities For Client Support Representative Associate Resume
- Provides first tier support, including assistance with service features, Customer’s policy and procedures, and navigational support
- Shift work required including weekend and public holidays
- A subject matter expert as it relates to temperature control and packaging
- Manage client case review meetings with best in class servicing
- Develops, streamlines, and actively participates in user acceptance testing procedures in areas of assigned focus and responsibility
- Actively participate in continual improvement of the NJ SMART system by liaising between PCG business and technology teams, where appropriate
- Support aspects of the business cycle, including proposals and implementations
- Respond to client questions and issues Use of the financial lending application
- Facilitate working sessions and meetings required to drive requirements via OPIS project guidelines
Responsibilities For Client Support Representative for Allstate Dealer Services Resume
- Resolves client issues relating to the Deposit Applications and other Deposit related products of a complex nature
- Simulates or recreates complex customer problems to resolve user operating difficulties
- Participate in continuous training sessions and lunch & learns to develop and increase industry knowledge
- Conduct analysis and process dispute claims in accordance with network operating regulations and internal SLA timeframes
- O Provides first tier support, including assistance with service features, Customer’s policy and procedures, and navigational support
- Thrive and succeed in a professional supply chain/ construction/industrial/manufacturing and fast paced environments
- Assist with Compliance requested items during exams to gather data / files
Responsibilities For Website Client Support Representative Resume
- Coordinate all activities surrounding the Canon Solutions Printers on-site at current client located downtown Cincinnati
- Respond to client inquires and research of client issues relating to production, quality delivery schedules, and production specifications
- Proficient with Microsoft Office products, including MS Word, MS Excel, and MS PowerPoint
- Knowledge of Internet and Mobile banking products and ability to troubleshoot device and/or browser level issues
- Provide testing support for new Product Releases
- Able to follow established guidelines to accomplish tasks and solve routine problems, referring non-routine matters to supervisor
Responsibilities For Commercial Banking Client Support Representative Resume
- Provide support between the hours, 8am – 5pm (and 10am – 7pm on rotating basis)
- Work from one of the following locations: Lake Mary, FL – Brookfield, WI or Lincoln, NE
- Lift packages weighing up to 55lbs
- 1350+ employees who love working here
- Fiserv is recognized as being a Fortune World’s Most Admired Company in 2014, 2015, 2016 and 2017
- Initiative / Decision-making
Responsibilities For AP Client Support Representative Resume
- Act as a point of customer concern for issues requiring immediate attention for clients to continue their daily business objectives
- Use existing Client Operation Support platforms and procedures as directed
- Can handle and resolve recurring problems
- Use discretion in managing confidential client data
- Take clear notes defining the problem and resolution
- Clearly documenting issues for resolution and archival
- Business level fluency in English and Portuguese
Responsibilities For Data Analyst / Client Support Representative Resume
- Business level fluency in English and Japanese
- Business level fluency in English and Mandarin/Cantonese
- Business level fluency in English and Vietnamese
- Coverage of the Client Resource Center Service Desk
- Conduct oneself in a confident and professional manner at all times