Client Service Administrator Resume Sample

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Krystel Barrows
3803 Hackett Hills,  Detroit, MI
+1 (555) 477 4455

Work Experience

Client Service Administrator
03/2016 - PRESENT
Los Angeles, CA
  • Greet customers arriving for meetings and arrange contact with appropriate Centre staff
  • Handle walk-in High Value customer's basic transactional banking needs and requests (e.g., deposits, withdrawals, over-limits to ABM, requests for drafts, cheque certification, foreign currency, etc.)
  • Accept referrals from the Convenience channel; refer to the General Manager, Branch Banking and identify appropriate delivery channel (i.e., Financial Adviser or Financial Consultant); make arrangements for initial meeting with the General Manager, Branch Banking
  • Ensure customers are aware of alternate delivery channels
  • Demonstrate the functionality of self serve banking equipment to customers as requested; assist customers with selection of secret codes, replacing damaged convenience cards increasing limits, adding new accounts, and updating customer information
  • Regularly update knowledge and skills in order to meet customer transactional banking needs and answer general questions regarding the High Value offer
  • Ensure the Centre's marketing material is current and rates displayed are correct
  • Assemble and send investor information packages to customers upon request
Operations Executive Client Service Administrator
06/2010 - 12/2015
Philadelphia, PA
  • Respond to incoming telephone calls to the Centre
  • Distribute incoming mail, faxes, etc. as appropriate
  • Input data to spreadsheets and databases
  • Arrange the scheduling of meeting rooms at the Centre
  • Coordinate for the Centre activities relating to the arrangement of special marketing/sales events such as road shows, seminars, etc
  • Send out personalized invitations, congratulatory cards, etc. for the Centre Manager
  • Maintain adequate stationery for the Centre, ordering and stocking as required
Audit Corporate, Client Service Administrator
12/2004 - 03/2010
New York, NY
  • Arrange for coverage when leaving workstation
  • Establish and maintain effective contacts and teamwork with the High Value Centre sales and support staff, Financial Consultants, Convenience colleagues, Processing Centre, and other group providing or supporting wealth management services
  • Manage key client and supplier SLA’s on a number of client file loading and financial work streams
  • Manage your own workloads ensuring that all SLA’s are consistently met and issues escalated
  • Provide appropriate support to technical staff for the development and production of Account plans
  • Ensure submission and receipt of documents in accordance with instructions and deadlines
  • According to Service Level Agreement, assist account teams and the business unit with
  • Regular collation of Estimate to Complete (ETC) predictions
  • Billing schedule creation and action; and


American David Livingstone University of Florida
1999 - 2003
Bachelor's Degree in Linguistics

Professional Skills

  • Interactive skills sufficient to greet customers, demonstrate functionality of self serve banking equipment and explain standard CIBC procedures to customers
  • High level of attention to detail and strong written communication skills
  • Strong computer skills (Windows NT, MS Word and Excel)
  • Writing skills sufficient to complete applications, forms, etc
  • Team oriented with good interpersonal skills
  • Good attention to detail with presentation skills
  • Customer focus - maintaining strong customer relationships

How to write Client Service Administrator Resume

Client Service Administrator role is responsible for customer, negotiation, general, reporting, planning, clients, pos, troubleshooting, database, mainframe.
To write great resume for client service administrator job, your resume must include:

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

Contact Information For Client Service Administrator Resume

The section contact information is important in your client service administrator resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Client Service Administrator Resume

The section work experience is an essential part of your client service administrator resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client service administrator responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client service administrator position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Client Service Administrator resume experience can include:

  • Liaise with clients and suppliers to ensure all exceptions are managed effectively and in-line with Service Level Agreements
  • Experience inputting accurate information into databases and bespoke systems
  • Prioritise varying workloads and work to set deadlines
  • Experience in a multitasking environment
  • IT literacy and experience in working with Microsoft Office
  • Experience working within the financial services industry

Education on a Client Service Administrator Resume

Make sure to make education a priority on your client service administrator resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client service administrator experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Client Service Administrator Resume

When listing skills on your client service administrator resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical client service administrator skills:

  • Excellent listening skills and understanding disposition
  • Excellent communication (written and verbal), problem solving, and presentation skills to influence and build consensus among Schwab’s corporate clients
  • Possess above average technical skills to facilitate: creating financial models, databases, pivot tables, analytics, etc
  • Strong understanding of good client service and operational processes
  • Relevant experience within a professional setting
  • At least three years’ experience as an Assistant preferably within a banking or industry sector

List of Typical Experience For a Client Service Administrator Resume


Experience For Operations Executive Client Service Administrator Resume

  • Work with other members of Global Distribution Services and other parts of the Group on projects to improve procedures and systems to raise overall the standards.
  • Receiving and processing data and files between Plato clients and DCA’s (includes data files, queries and post)
  • Using the Workflow systems, letter templates and paragraphs
  • Handle basic transactional banking needs and direct clients to the appropriate delivery channels while providing a high level of customer service
  • Manage testing of the file processing and the financial reconciliation processes
  • Provide administrative support the Financial Services Associates as needed (calling clients to confirm appointments, follow up on documents, mail merge, etc)
  • Prepare and dispatch outgoing mail, interface with selected couriers to ensure packages have been delivered within timeframe
  • Interact positively with other team members and wider CPM teams and proactively contribute to achieving your team’s goals
  • Interact positively with other team members and proactively contribute to achieving your team’s goals

Experience For Asset Management GWM Private Banking Client Service Administrator Based Resume

  • Deal with operational queries from internal and external stakeholders, including clients and suppliers
  • Manage client and supplier SLAs, ensuring SLAs are met and any issues escalated
  • Knowledge of MS Office Suite, including Excel
  • Work with Client Managers on strategic accounts to produce bespoke client reporting
  • Completion of annual client audit requests and reporting
  • Perform administrative functions to support the operations of the Imperial Service Centre
  • Serves as main point of contact for the zone’s iBase (Installed Base database across all branches.)
  • Receive and process data and files between RM clients and DCA’s (includes data files, queries and post)
  • Take ownership of work, problems, clari1’ issues / objections, and ensure data integrity, accuracy and completeness

Experience For Audit Corporate, Client Service Administrator Resume

  • Develops an understanding of client's immediate and long term needs in order to efficiently plan and deliver services focused on client needs. Works with Vanguard teams & partners to ensure that all client queries are responded to within defined service levels and in line with Vanguard standards
  • Communicates effectively with clients and third parties keeping them informed of change/issues etc. Understands client needs, expectations and behaviors and provides the appropriate materials/responses to meet those needs
  • Understands evolving needs of clients. Analyses and resolves complex client issues and guides others to manage similar situations. Acts as an escalation point for operational and service issues and further escalates as appropriate
  • Demonstrates problem-solving skills, sound business judgment and decision making
  • Accurate recording of time on appropriate financial system
  • Works with the team to ensure that policies and procedures are documented and followed and that key business unit indicators are met
  • Assists with onboarding new clients. Assists Sales in ensuring that prospective clients have all of the necessary forms to be filled out to ensure proper and timely funding. Acts as a subject matter expert for Sales when it comes to documentation, registration requirements, operational issues, and account assignment

Experience For Senior Client Service Administrator Resume

  • Supports the Sales Executive in activities such as meeting follow up, client/prospect inquiries, meeting scheduling, prospecting activities (research, qualifying, etc.) and attendance at industry/client events (conferences, seminars, etc.), if needed
  • Acts as the team lead for the issues management process, risk assessment framework or for similar oversight projects. Suggests and implements systematic solutions and controls across the team
  • Manages client data for internal record-keeping purposes. Monitors the logging and turnaround times on client documents managed by the team
  • Monitors key team metrics and controls and reports findings to team managers. Supports management information requirements
  • Assist with renewal and market review work for portfolio in line with clients requirements, collation and analysis of results in appropriate format and production of report
  • Liaise with insurers/ providers to ensure delivery of data, renewal terms and quotations in appropriate timescales
  • Attend client meetings as initiated by consultants
  • Accurate completion of the Client Relationship Management database
  • Identify and flag opportunities for client development

Experience For Senior Client Service Administrator Maintenance Planning & Deficiency Follow Resume

  • Escalate issues/feedback as it arises
  • Knowledge of securities industry and registry products is beneficial but not essential
  • Perform quality assurance against the recoveries management process
  • Review documents gathered from clients and suppliers to inform decisions and update our databases and systems
  • Work with clients and suppliers to resolve all queries quickly and efficiently

Experience For Client Service Administrator Ibase Administration Resume

  • Be able to add value to the quarterly investment report process
  • Support and proactively identify continual efficiency improvements to our client service model
  • Preparation of presentation material ahead of client meetings
  • Completion of quarterly investment reports for core clients invested in Schroder Funds
  • Ensure clients are set up to and receive all the appropriate reports
  • Liaise with clients and internal analytics team throughout the new placement process
  • Knowledge of Microsoft Excel - advanced knowledge would be highly advantageous
  • Monitor and maintain a very high volume of client requests and inquiries, ensure that written responses are complete, accurate, professional and meet the required format
  • Receive and return a high volume of telephone inquiries and requests, ensure that verbal responses are accurate and professional. This includes responses by telephone, email, fax or white mail, providing assistance when possible and directing calls as appropriate and required

Experience For Client Service Administrator Maintenance Planning & Deficiency Follow up Resume

  • Monitor and maintain a high volume of transfer requirement requests from clients, executors, legal personnel and oil and gas industry personnel, ensure that the material provided is accurate; It is not uncommon for holders to request meetings to discuss requirements, or to come to the office without notice to request assistance
  • Meet in person with holders and other individuals in the office, provide complete and accurate responses to these people to ensure that their needs are met effectively
  • Research legacy paper documentation, and enter holder certificate information accurately, research holdings as necessary
  • Review and reconcile legacy records, input the information into the system with a high level of accuracy and provide administrative support in the areas of Land and Research
  • Strong attention to detail and the ability to follow process
  • Possess and display a positive and enthusiastic attitude, as well as a strong work ethic

Experience For Client Service Administrator, Downtown Resume

  • Previous office or administration experience desirable but not essential
  • Effective & flexible team player
  • Responding to inquires about investment products (equities, mutual funds, bonds, options, structured notes, UITs, syndicates, etc)
  • Provide back up support to the Client Service Administrator in Accounting during times of heavy volumes and staff absences
  • Responsible for monitoring and ensuring the timely completion of FA / client inquiriesSearch Jobs US

Experience For Liquidity Funds Client Service Administrator Resume

  • Accurately calculate and prepare invoices for special requests and projects
  • Investigate files associated with transfers and special projects
  • Administrative and client services experience in a financial or oil and gas environment, preferably with some exposure to trust and unit holder functions
  • Organized and the ability to prioritize work to ensure that volumes are handled effectively
  • Strong commitment to high level of customer service
  • Process mathematical calculations particularly in fractions and percentages
  • Basic knowledge of royalty trust administration an asset
  • Engagement code maintenance
  • Makes decisions

Experience For Client Service Administrator Resume

  • The ability to follow procedures and recommend changes when improvements are identified
  • Supporting Personal Wealth Management Financial Advisors (FAs) (sales force in branches providing investment advice to clients) as well as internal client call centers
  • Quality support to clients with regard to the transactional elements of their scheme/portfolio
  • Accurate completion and maintenance of Mercer databases
  • Liaison with group risk insurers to ensure delivery of data, renewal terms and quotations
  • Complete market reviews in line with consultant requirements, collation and output of results in an appropriate format

List of Typical Skills For a Client Service Administrator Resume


Skills For Operations Executive Client Service Administrator Resume

  • Prioritise own workload and manage your time effectively
  • Build strong and trustworthy relationships and effectively contribute to a highly collaborative work environment
  • Excellent language skills in German
  • High level of literacy and numerical skills (completion of GCSE, English & Math or equivalent)
  • Customer service experience, either in a client facing or telephone based role

Skills For Asset Management GWM Private Banking Client Service Administrator Based Resume

  • Strong letter-writing ability
  • Experience with PC applications in a windows environment
  • Experience in client service, operations, sales, or portfolio management
  • Show initiative and build strong relationships
  • Customer service experience (phone and face-to-face)

Skills For Audit Corporate, Client Service Administrator Resume

  • Willingness to learn and share knowledge and experience across regional and institutional organizational boundaries
  • Experience of group Risk Benefits Administration (either for a Broker, Insurer or Third Party)
  • Corporate Trust (or similar) experience
  • Professional demeanor with strong work ethics
  • Interacting positively with other team members and the wider CPM teams and proactively contributing to achieving your team’s goals
  • Ensuring all data processing meets policy requirements
  • Reviewing information gathered from clients for new placements
  • Providing internal and external updates and progress reports

Skills For Senior Client Service Administrator Resume

  • Providing first point resolutions in all responses
  • Using internal computers systems, letter templates and paragraphs
  • Assisting in management of the office supplies and maintenance issues
  • Assists clients with special projects, expediting transactions, troubleshooting, problem solving, and servicing of all clients’ shareholder accounts
  • Possess the ability to work well under pressure, maintaining professionalism and focusing on quality
  • Manage the start to finish ESPP events for specific clients including working a project plan and allocation for specialty 25k rules

Skills For Senior Client Service Administrator Maintenance Planning & Deficiency Follow Resume

  • Trade Assistance: daily assistance to clients on trading issues (phone, email, correspondence); assistance on large trade processing, trade corrections etc.
  • Assist with administrative matters including the production of reports and updating systems
  • Offer Retail Account Management support including placing orders
  • Drive technology utilization for transaction processing (i.e. PSW set-up, access changes and support)
  • Provide guidance for transactions to ensure the plan is meeting compliance
  • Support Management Team with regular and ad-hoc reporting and general management information
  • Work with Client Managers on strategic client accounts to produce bespoke client reporting daily, weekly, monthly, quarterly, annually and on an ad-hoc basis
  • Look to standardise reporting where possible
  • Quality analysis and checking throughout the process

Skills For Client Service Administrator Ibase Administration Resume

  • Prepare monthly and quarterly reporting and ad hoc reports
  • Data gathering and management of databases
  • Coordinate large scale mailings including preparation of affidavits of service
  • Perform review, processing and reconciliation of Proofs of Claim
  • Prepares and issues service instructions to various operating units based on clients’ requests
  • Maintains detailed working knowledge of Computershare’s processes, systems and products
  • Attends client account planning sessions with Relationship Managers as required
  • Assists with Relationship Manager with annual meeting services and tabulation reports
  • Provides adequate cross training to all Sr. CSA’s on the team and ensures processes are completely documented

Skills For Client Service Administrator Maintenance Planning & Deficiency Follow up Resume

  • Education on operational related processes and influence clients on best practices
  • Internal point of escalation for operational issues
  • Error management and interaction with the client for resolution
  • Bilingual (French and English, verbal and written)
  • Fast learner and able to work in a fast-paced environment
  • Knowledge of various savings and pension plans
  • Liaise with clients to resolve queries on received documentation

Skills For Client Service Administrator, Downtown Resume

  • Series 7 and Series 63 FINRA licenses
  • Your values align to ours – trust, team work and accountability
  • Knowledge of Convenience and High Value products and services sufficient to complete customers transactional banking needs and respond to general questions regarding the High Value offer
  • Detailed knowledge of mainframe applications, PC software and operation of self-serve banking and office equipment (e.g., COINS, functionality of ABM, POS terminal) sufficient to process transactions, enter/access information, complete spreadsheets, etc
  • Basic knowledge of CIBC policies and operational procedures sufficient to process transactions, complete administrative activities and handle customer queries
  • Self-planning/organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities. Capable of working independently with minimal direction
  • As each applies to their specific region’s business segment
  • Plan, and communicate with internal SPS partners to ensure appropriate implementation and support for all client projects

Skills For Liquidity Funds Client Service Administrator Resume

  • Distinct quality mindset and attention to detail with the ability to work and stay focused under pressure
  • Exceptional customer focus and the willingness to go the extra mile
  • An ability to find creative solutions to problems,
  • 25 days holiday with the option to buy/sell 5 days additional leave
  • Highly competitive benefits package including pension scheme, private medical insurance, income protection with the ability to further tailor it to suit your individual needs with options including discounted gym memberships, travel insurance, childcare and retail vouchers and much more!
  • One or two years in consulting or professional client services in corporate bankruptcy or related industries including, but not limited to, financial restructuring, claims and noticing asset disposition
  • Possess good interpersonal skills and be able to work on a team
  • Good working knowledge of Microsoft Office – particularly Excel

Skills For Client Service Administrator Resume

  • Trade Assistance: daily assistance to clients on trading issues (phone, email, correspondence); assistance on larges trade processing, trade corrections etc.
  • Easy access to public transport, bicycle and walking paths, with an onsite Gym, Café and games room
  • Be able to thrive in a fast-pace and dynamic work environment
  • Detail oriented, conscientious and reliable
  • The opportunity to work for a large global corporation (over 16,000 employees) and the opportunity for career progression
  • Great discounts and benefits across from various companies and access to our Employee Share Plan
  • Great discounts and benefits across a variety of companies and access to our Employee Share Plan

List of Typical Responsibilities For a Client Service Administrator Resume


Responsibilities For Operations Executive Client Service Administrator Resume

  • Interact and provide service for clients, debtor's counsel and other professionals
  • Maintain service lists of creditors and special parties
  • Prepare Schedules and SOFAs
  • Manage case dockets and update KCC public access websites as documents are filed with the court
  • Manage all correction transactions for all products

Responsibilities For Asset Management GWM Private Banking Client Service Administrator Based Resume

  • Serves as a subject matter expert ,mentor, coach, and team mate for other Client Service Administrators within the team
  • Communicate with corporate/retail contacts (inbound/outbound calls and emails)
  • Assist with inbound and outbound inventory
  • Assist with logistics, room bookings, conference & event administration
  • Proficient with Microsoft Office (Work, Excel and Outlook)
  • Efficient and pro active ‘can do’ attitude
  • Undertake post/courier services

Responsibilities For Audit Corporate, Client Service Administrator Resume

  • Onsite cafe, gym and games room
  • Manage the full cycle of the new account process for pooled vehicle, delegated accounts, and office accounts
  • Manage account termination process, account amendments, and maintenance of CRM database, client distribution lists, and other informational spread sheets
  • Manipulate data and use simple functionality in Microsoft Excel (i.e. VLOOKUP, Pivot Tables)
  • Takes pride in the presentation of work and accuracy of data
  • Knowledge of collections/insolvency

Responsibilities For Senior Client Service Administrator Resume

  • Process documents from clients
  • Update and maintain the database
  • Take a small volume of calls and manage mailboxes
  • Energetic, enthusiastic, positive
  • Adapts well and is flexible
  • MS Office, SCRIP, Cosmos, Issuer Online, Investor Center
  • Perform contract reviews

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