Client Relations Specialist Resume Sample

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Kailey Bradtke
490 Keven Mount,  New York,  NY
+1 (555) 490 0207

Work Experience


Client Relations Specialist
06/2015 - PRESENT
New York, NY
  • Fields calls from investment representatives and clients from across country; answers questions and provides service on existing accounts, including billing inquiries, paperwork requirement inquiries, and other issues that arise regarding an account managed by our firm
  • Promotes client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality
  • Provides value-add recommendations to increase operational efficiencies within client firm’s back office
  • Collaborates with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues
  • Handles calls or processes issues when appropriate
  • Aggregate incoming client concerns and make connections related to Scottrade’s business decisions
  • Provide feedback to Branch Administration’s Regional Managers as needed to provide appropriate coaching and/or discipline to our branch associates and managers
Senior Client Relations Specialist
11/2009 - 03/2015
Dallas, TX
  • Speak with clients that request to speak to a Scottrade branch manager’s supervisor
  • Perform administrative support including but not limited to filing, faxing, scanning and photocopying
  • Participate in all meetings and training sessions as required
  • Carry out reasonable requests by management of which the employee is capable of performing
  • Answer owner’s questions and be prepared to overcome any objections, and involve the sales managers when applicable
  • Review mail outs for accuracy prior to being mailed out
  • Assist the owner in paying-off their loan prior to closing by completing the CSO forms and handing to contracts to payoff
  • Review draft due diligence questionnaires, RFPs and RFIs, provide feedback and input based on understanding of the firm’s products
Seasonal Client Relations Specialist
10/2006 - 05/2009
Philadelphia, PA
  • Understand Chemonics, USAID’s requirements for approving health commodity purchases and shipments
  • Enter and track ROs in GHSC-PSM’s MIS system
  • Manage festival calendar
  • Manage and analyze Metrics to include festival results and year-over-year growth
  • Research and develop Canadian festival pipeline
  • Coordinate with marketing to track and build out effective and exciting client campaigns
  • Coordinate with Client Support team to collectively accomplish client ticketing goals

Education


DeVry University's Keller Graduate School of Management
2001 - 2006
Bachelor's Degree in Finance

Professional Skills


  • Strong organizational skills and demonstrated ability to prioritize workload
  • Related experience. Excellent problem solving skills
  • Strong interpersonal skills and the ability to work effectively with staff, partners, the general public, and external agencies
  • Excellent administrative skills, including typing, grammar, spelling, and proofreading
  • Strong computer skills including a high level of proficiency with Word, Excel, PowerPoint and Outlook
  • Strong verbal, written and interpersonal skills to enable communication with customers and across ETS
  • Strong research skills are critical

How to write Client Relations Specialist Resume

Client Relations Specialist role is responsible for research, interpersonal, retail, finance, credit, training, integration, database, shipping, reporting.
To write great resume for client relations specialist job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Client Relations Specialist Resume

The section contact information is important in your client relations 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
  • Email
  • Telephone number

Work Experience in Your Client Relations Specialist Resume

The section work experience is an essential part of your client relations 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 relations 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 relations specialist position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Client Relations Specialist resume experience can include:

  • Solid communication skills, both verbal and written are essential
  • Efficient time management with strong organizational skills
  • Developed customer focus skills
  • Impeccable follow up and time management skills and the ability to multi-task
  • Internet and Personal Computer trouble resolution skills
  • Several years experience in an unsupervised capacity demonstrated track record of independence and self motivation

Education on a Client Relations Specialist Resume

Make sure to make education a priority on your client relations 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 relations 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 Relations Specialist Resume

When listing skills on your client relations 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 relations specialist skills:

  • Effectively interact with and assist other AHS operating units to ensure effective and efficient work flows
  • Typing Skills (40 wpm)
  • Prior working experience in Customer Service is important along with global understanding of the financial markets and industry networks
  • Proven problem solving and customer support experience
  • Two or more years of work experience, preferably in a customer service or sales environment, or the equivalent in related work experience
  • Communicate clearly and effectively with external clients and internal counterparts

List of Typical Experience For a Client Relations Specialist Resume

1

Experience For Senior Client Relations Specialist Resume

  • Knowledge of transaction processing and ability to handle multiple priorities, meet deadlines, and keep time sensitive commitments are critical
  • Demonstrated self~directed, results~oriented, creative approach for building relations
  • Develop strong understanding of sub-accounting platform offerings
  • Answering and resolving queries received via emails & phone calls from both internal and external clients
  • Escalating issues as necessary
2

Experience For Lead Client Relations Specialist Resume

  • Triaging queries that cannot be resolved by the CR team to the appropriate department
  • Liaising with Sales Representatives and Account Managers, as and when required
  • Assist with identifying staff training needs and participate in and lead peer assisted learning opportunities, such as roundtables, with operations staff
  • Provides Clients with shipping and tracking reports, detail manifest and on-time delivery and pick-up reporting on an as needed basis
  • Engage in building and leveraging credible relationships with internal and external clients to achieve desired outcomes of retention and satisfaction
  • Assist in assigning complaints to appropriate departments for review and resolution including compliance, legal, human resources, etc
  • Gather information to produce internal and/or external reporting for specific client management
  • Work a varied schedule with rotating hours
  • Leverage extensive in-house training programs for industry knowledge and product expertise
3

Experience For Seasonal Client Relations Specialist Resume

  • Career oriented, highly motivated, and self-starting individual
  • Monitors and provides internal reports regarding client progress to all appropriate team members on an as needed basis
  • Provides assistance to other team members regarding their assigned clients when requested
  • Assists with gathering data and information to prepare client presentations and other required reports. Investigate and answer clients’ questions
  • Track and document all complaints/resolutions/correspondence according to current consumer protection regulations and industry best practices
4

Experience For IPB Bilingual Outbound Client Relations Specialist Resume

  • Laser Focus on quality and procedures
  • Interface with internal and external clients at all levels. Turn data into information and prepare and present findings
  • One to two years account management or client support experience, including two or more years of management experience and one or more years of project management experience
  • Manage multiple projects simultaneously, gain a thorough understanding of the project assigned, and ensure that the project is completed on time and per specification
  • Independently analyze, troubleshoot and resolve complex issues
  • Learn several business domains and their functions
5

Experience For Outbound Client Relations Specialist Resume

  • Understand Chemonics, USAID and Quality Assurance /Quality Control Contractors’ (QA/QC) requirements for approving health commodity purchases and shipments
  • In collaboration with QA/QC Liaisons, shares finalized requisition orders with appropriate QA/QC contractor
  • Provides proactive and courteous telephone customer service
  • Liaises with Quality Assurance team to ensure that health products meet appropriate quality standards
  • Manage client expectations, provide operational support, meet service/product requests, coordinate and/or provide issue resolution
6

Experience For Bilingual Client Relations Specialist Resume

  • Identify and implement process improvements, manage client communication, provide reports, attend customer meetings, etc
  • Participate in the roll-out of new retirement products and/or functionality and collaborate with the client to ensure successful implementation
  • Be a self-starter who can flourish in a fast paced environment
  • Maintain a positive attitude and willingness to collaborate as a team
  • Proficient in MS Office, Google Apps and other commonly used business applications
  • Handle stressful situations with patience and flexibility
  • Performing tasks related to account applications and related documents, investment policy statements, client reports, billing, ADV forms, engagement letters, and handling of client funds according to regulatory compliance and procedural requirements
7

Experience For Home Equity Client Relations Specialist Resume

  • At least two years in an administrative support role, preferably with an investment advisory firm or similar financial firm
  • Knowledge of firm organization, policy, and personnel
  • The ability to maintain complete confidentiality with client information
  • Serve as the day-to-day coordinator for eSolutions clients
  • Provide first line customer support for all application questions (methodology and technical)
  • Schedule upgrades, production schedules, etc. with customers
  • Proficient usage with a variety of software tools
  • Provide customers with daily support and assistance
  • Work on assignments of moderate to complex scope and resolve a wide range of issues
8

Experience For O&t-client Relations Specialist Resume

  • Interact with multiple functional areas and lead and/or coordinate projects among those areas on behalf of customers and/or Client Services
  • Identifying customer needs, develop customer solutions, track and monitor issues, analyze customer data, provide analysis, provide reports, and recommend implementing process and procedure improvements
  • Monitor Performance Guarantees and escalate any non-compliance issues
  • Identify, analyze, and document business requirements for large scope and more complex projects
  • Prepare status reports for customers as needed
9

Experience For Trilingual Outbound Client Relations Specialist Resume

  • Send needs lists to clients
  • Create rate breakdowns based on loan information
  • Identify cross sell opportunities to the Relationship Manager
  • Identify, analyze, and document business requirements for large scope and more complex projects typically with systems integration or delivery of technology based solutions
  • Execute basic technical coding requests to cater to the need of the client related to reporting needs etc
10

Experience For Client Relations Specialist Resume

  • Ensure contractual obligations are achieved in a satisfactory and timely manner
  • Ensure that turnaround times are met with a quality review
  • Draw on a wide range of clinical expertise to edit/provide credible case narratives in response to client questions
  • Work with management to oversee, monitor and improve quality of services provided in all business lines. This includes participating in policy and procedure development for the case review program
  • Provides daily client support, tracks and monitors issues, and provides trend analysis for the client and internal support

List of Typical Skills For a Client Relations Specialist Resume

1

Skills For Senior Client Relations Specialist Resume

  • Effectively communicate complex issues and concepts. Excellent written and verbal communication skills
  • Handle sensitive situations with effective, professional interpersonal skills and confidentiality
  • Demonstrates good knowledge of internal systems, RGA, CMS, CAMS, VMS, and RPPS, and/or URS and UL
  • Responding and assisting with client phone calls and meetings, and providing timely and excellent customer service to clients
  • Experience in a client facing role
  • Professional demeanor and experience interacting with C-level executives
  • Experience in working with LMIC (low- and middle-income countries)
  • Demonstrates an elevated level of knowledge of Microsoft Office including but not limited to Excel, Word, Access, Steriworks, SalesForce, STARS, and PowerPoint
  • Identifies and tracks return on investment. Demonstrates a thorough understanding of DST’s products, services, and business practices
2

Skills For Lead Client Relations Specialist Resume

  • Have strong background in OTC Client Relations Support
  • Demonstrated ability to analyze complex problems and identify root causes to prevent future recurrence of customer complaints
  • Business education and/or 1-2 years’ business experience in customer service or customer support
  • Business education and/or 1-2 years business experience in customer service or customer support roles
  • Experience in Quality Assurance (QAM) or as a Verification Loan Officer (VLO)
  • Experience in utilization review/health care industry helpful
3

Skills For Seasonal Client Relations Specialist Resume

  • Demonstrates general knowledge of Credit Tools across all regions and markets
  • Analyze root cause, understand the scope and impact of a problem, and prioritize and escalate issues appropriately
  • Develop a strong knowledge of retirement plans and ERISA regulations, as well as DST products and services in order to provide superior customer service
  • Strong aptitude to grasp technical concepts
  • ) professional work experience
  • Working knowledge of banking industry, including products and services offered
4

Skills For IPB Bilingual Outbound Client Relations Specialist Resume

  • Carrying out daily routines: newsletter distribution, checking voicemails/e-mails, subscription renewals, etc
  • Working knowledge of CPT, HCPCS, ICD9/10 codes
  • Providing solutions to ensure client satisfaction via telephone and e-mail
  • Working with sales team to build pipeline
  • Setting up free trial subscriptions
  • Serving as liaison with investment custodian for client, financial consultant, and partner questions
  • Processing client deposits, journal entries, and withdrawal requests
  • Providing accurate follow through on service issues
5

Skills For Outbound Client Relations Specialist Resume

  • Consulting on projects/initiatives
  • Reporting customer service trends to sales team; share ideas for improvement
  • Financials including billing, budget, and reforecasting
  • Acts as a team lead for projects, including assigning work to the project team and other functional areas and performing other project administration tasks
  • Ensures accurate pricing and reviews orders for invoicing
  • Handle complex and demanding situations tactfully when dealing with customers and assist other team members with problem resolutions
  • Relationship building and communication regarding DST initiatives/strategy
6

Skills For Bilingual Client Relations Specialist Resume

  • Produce Detailed, Analytical reporting by combining data from multiple sources and databases
  • Work in a fast paced, changing work environment dedicated to client satisfaction and getting the job done
  • Comply with the AHS banking Regulations, Products and Terms & Conditions
  • Coordinates the scheduling of all aspects of Client account execution
  • Knowledge of retirement plan servicing or business systems analysis
  • Possess a Notary License or be willing to obtain within 90 days of hire
  • Be adaptable, able to positively react to changing circumstances and direction
  • Daily interaction and relationship building with all verticals in the Janus Henderson organization
7

Skills For Home Equity Client Relations Specialist Resume

  • Potential move to AWD Hosting to DST in 2019
  • New contractual SLA reporting (based on a new contract scheduled to be signed by August 6, 2018)
  • Generate ideas for new approaches to problem solving and alternative solutions
  • Determines whether requested products can be procured by internal distribution order (DO), supplier purchase order, or whether competitive sourcing is required
  • Windows 10 compliance initiatives including a plan for Service Center Desktop
  • Daily contact with investment representatives and clients regarding account-based information
  • Keep abreast of new ticketing platform developments and communicate them to applicable clients
  • MSDS’, hazardous waste coding and disposal requirements. Seeks assistance from SME when needed to identify appropriate hazardous disposal requirements
8

Skills For O&t-client Relations Specialist Resume

  • Lead monitoring of performance, process improvement recommendations and execution of corrective action plans related to Performance Guarantees
  • Communicate with clients and expert reviewers, as necessary to track reviews. Follow-up with the client for input/clarification concerning the case review
  • Subject matter expert for WalletShare, Advisor Practice Analysis and Holding Period Analysis
  • Test software defect fixes
  • Accurately record customer issues
  • Graduate/Post Graduate in any background
  • Office location – Tiendesitas, Silver City Pasig
9

Skills For Trilingual Outbound Client Relations Specialist Resume

  • Two to four years account management/customer service experience, including two or more years of customer service management experience and two or more years of project management experience
  • Demonstrates the ability to manage multiple projects simultaneously, gain a thorough understanding of the project assigned, and ensure that the project is completed on time and per specification
  • Demonstrates sound knowledge with the following
  • Assist in onboarding new customers as they transition to DST’s industry leading solutions
  • Microsoft office, Word, Excel, Access, and PowerPoint
  • Keyboard and data entry skills required. Computer experience is required with Microsoft Word and Excel, e mail, and internet communication, as well as the ability to work effectively with electronic work quality monitoring and electronic systems
  • Creates and maintains client account records. Regularly checks for completeness and accuracy in all database systems
10

Skills For Client Relations Specialist Resume

  • Prepares and reviews order for accuracy
  • Front and Back end order management including: Order preparation, monitoring, scheduling and reviewing. Ensures all required documents are properly maintained and available
  • Working knowledge of practices and procedures as related to Visa Canada.
  • Assist Finance with collections when required
  • Understand the dynamics between the different stakeholders and grasping the complex background of the Program when communicating. Ability to manage expectations
  • Highly organized, able to independently prioritize own work. Able to process large amounts of data and documentation according to rules and regulations. Very good administrator
  • Customer service experience in a fast paced Corporate Office environment

List of Typical Responsibilities For a Client Relations Specialist Resume

1

Responsibilities For Senior Client Relations Specialist Resume

  • Proven ability to plan and manage multiple projects and meet deadlines
  • Analyze root cause, understand the scope and impact of a problem, and able to prioritize and escalate issues appropriately
  • Demonstrate proficient business, product, and tool knowledge and are able to support clients
  • Strong knowledge of Microsoft Office Suite is required
  • Experience in Microsoft Office applications and spreadsheets
  • Mentor & lead less experienced associates
2

Responsibilities For Lead Client Relations Specialist Resume

  • Valid Notary License and/or the ability to obtain a license
  • Vacation Ownership/Timeshare experience helpful
  • ​2 years related experience
  • Contact prospects and explain features and merits of products and services offered, utilizing persuasive sales techniques
  • Manages work within the group and manages conversions/implementations for the client
  • Develops Request for Proposals and participates in the development of other client agreements
  • Work directly with Relationship Management, Product Management, Development and client on establishment and support of the offerings
  • Work closely with senior managers within DST’s Distribution Solutions organization to identify upsell opportunities and establish strategic servicing goals that best support their client’s specific data integration model
  • Called upon to promptly communicate and resolve complex servicing matters across multiple vendors and internal business units while adhering to DST’s corporate policies and contractual obligations
3

Responsibilities For Seasonal Client Relations Specialist Resume

  • Develop quotes with engineering, materials, pricing teams to respond to client with quick turnaround times for new business requests. Secures orders from existing and potential customers
  • Continuously develop the relationship between Utilimaster and assigned clients. Anticipate needs, take proactive presence with clients to ensure they receive timely & high quality responses to all sales related topics. Help ensure that engineering and customer support do not miss any communications or commitments made on behalf of Utilimaster
  • Own customer account information for Utilimaster systems, ensure that orders are processed from initial purchase order to cash (chassis delivery, customer supplied item delivery, build, invoice and to point of delivery to client)
  • Host clients on-site at Utilimaster. Develop agenda, coordinate vehicle reviews, ensure customer experience reflects total value proposition of Utilimaster (plant tour, customer support review, engineering led product review)
  • Process and maintain sales orders and change orders
  • Close transactions and maintain communications with customer
4

Responsibilities For IPB Bilingual Outbound Client Relations Specialist Resume

  • Perform related sales support activities as assigned
  • Maintain relationships with salespersons to assist with sales and customers
  • Strong customer relations capabilities. A people person with the ability to establish rapport (trust), takes action, and delivers results. Interest in developing relationships across various organizational responsibilities (At customer: fleet manager, fleet coordinator, purchasing, and accounting, internally to UTM: All functions/departments
  • Organizational, problem-solving, analytical skills, excellent written and oral communication skills
  • Travel to client location(s) for introduction of client development team and hold lessons learned sessions from fleet builds
  • Handle more complex customer situations involving multi-site problem resolution and escalations. Identifies customers’ needs quickly and takes appropriate action to ensure those needs is met. Perform necessary research and work cross functionally to escalate and resolve problems
  • Ensure that requests are handled within agreed TAT & escalations are coordinated with the senior team members
  • Provide daily Client support
  • Prepare Clients for project and product implementation
5

Responsibilities For Outbound Client Relations Specialist Resume

  • Develop Client Solutions and manage associated tasks within the scope of their own division
  • Provide regular communication with the Client and anticipate, research and solve Client issues of a moderate to complex scope
  • Respond within required timelines to internal and external client inquiries and provide direction on resolution of issues reported
  • Review client documented procedures and provide change recommendations; upon client approval
  • Generate internal procedure documentation and publish/maintain it in the appropriate system/database
  • Participate in Client meetings and conference calls
6

Responsibilities For Bilingual Client Relations Specialist Resume

  • Interface with various levels of management, both internally and externally are necessary
  • Willingness to be flexible with job responsibilities
  • Handle difficult calls/situations and maintain professionalism
  • Master multiple projects simultaneously
  • Establish & lead collaborative relationships between customers and the DST organization
  • Coordinate face-to-face meetings with customers onsite and at their location
  • Ensure contractual obligations are achieved
7

Responsibilities For Home Equity Client Relations Specialist Resume

  • Quickly learn and adapt to new systems, processes, plans, and programs
  • Handles communicating the daily requests from technicians, compliance or sales regarding modifications or issues with the waste disposal needs of multiple client accounts
  • Disseminates key information to key team members based on daily client activity in Operations, Finance, logistics, and external teams. Investigates and responds to client requests on a timely basis
  • Offers, explains, and provides clients available standard reporting
  • Maintains all aspects of client projects in multiple Databases
  • Under direct supervision, prepares Client profiles; gathers associated information and assigns codes using basic knowledge of MSDS’, hazardous waste coding and disposal requirements
8

Responsibilities For O&t-client Relations Specialist Resume

  • Utilizes SME to identify appropriate hazardous disposal requirements when needed
  • Eye for detail, accuracy
  • English fluency required and other languages fluency desired
  • Bilingual is an asset but not a requirement
  • 12,000 hours+ development planned
9

Responsibilities For Trilingual Outbound Client Relations Specialist Resume

  • Digital Investor Opportunities for multiple websites
  • Technical product knowledge of one or more GHSC-PSM product areas (medical / lab supplies)
  • Client service, sales, product support or operations, preferably with experience and knowledge of ETS automated scoring products or similar products
  • Support the Office of the President in processing internal and external customer complaints, customer fraud complaints and other communications to the Office of the President
  • Respond directly to banking product questions and communications
  • Respond to complaints/communications that do not require additional review based on current consumer protection regulations and, under the direction of the Client Relations Manager, respond to more complex complaints/communications as directed
  • Analyze and resolve routine as well as complex problems and exceptions in order to complete final resolution processes
10

Responsibilities For Client Relations Specialist Resume

  • Stack loan files
  • Inquire with clients for opportunities to enhance revenues for Utilimaster. This could include additional services that fleet management companies provide to areas where other service providers are failing. Look for areas where Utilimaster could provide better service and propose enhancements in tools, processes, or products as appropriate to capture more business from competition
  • Advocacy for Janus Henderson throughout DST including Technology upgrades for AWD and Service Center Desktop, Digital Investor projects which have resulted in $1M over the past 2 years, consulting and restructuring of transmission activity based on their “lift out” to BNP for the middle office, movement of the mail outsourcing to Kansas City, and other high profile projects
  • 4) Prepares Client profiles; gathers all associated information and assigns codes using general knowledge of MSDS’, hazardous waste coding and disposal requirements. Seeks assistance from SME when needed to identify appropriate hazardous disposal requirements. Develops, communicates and implements waste collection SOPs for new programs and clients
  • 5) Provides Clients with shipping and tracking reports, detail manifest and on-time delivery and pick-up reporting, waste accumulation analysis on an as needed basis. Provides internal reports on the progress of a Client to all appropriate team members. Evaluates the status from Operations and Environmental Technicians to ensure the work meets internal and governmental compliance standards

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