Client Service Analyst Resume Sample

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Alek Zboncak
74982 Shanahan Place,  Chicago, IL
+1 (555) 468 1512

Work Experience

Senior Client Service Analyst
04/2018 - PRESENT
Houston, TX
  • Recognised SME in the full life cycle of Portfolio Accounting, Pricing, Reconciliations (Stock and Cash) and Performance Measurement
  • Candidates from top Universities who have the aptitude to learn new technologies and processes
  • Motivated professionals who thrive under pressure situations and have an interest in both technology and global financial markets
  • Proactive self-starter with the capacity to thrive in a challenging environment
  • Candidates with University degrees and have the aptitude to learn new technologies and processes
  • Interactions / Interpersonal Skills: Developed communication skills to exchange complex information
  • Manage a shared ticket queue consisting of incidents and requests from employees across all Vista Outdoor locations
Client Service Analyst
11/2010 - 11/2017
Chicago, IL
  • Works direct with clients, carriers and internal partners to obtain data regarding case management and maintain and update data files
  • Works closely with the client on system or data issues, makes recommendations for resolution
  • Identifies important business needs of the client and assists with achieving their objectives by effectively communicating to internal partners. Alerting functional areas and escalating problems as needed
  • Manages escalated participant issues resulting from systemic or process issues with global impact to client or book of business. Recognizes and manages this risk to protect the firm from Errors and Omissions (E&O)
  • Accumulates data and provides recommendations, consulting and advising clients on identified trends and issues in benefit programs
  • Completes all cyclical event processing
  • Direct point of contact for carrier partners
  • Handles policy comparisons, state filings, compliance initiatives, and program and carrier issues
Client Service Analyst Telecommute
06/2004 - 07/2010
Philadelphia, PA
  • Editing, assembling, packaging and distributing presentation decks
  • Creating new records and updating changes in the firm’s CRM
  • Coordinating the execution and filing of client onboarding documents
  • Responding to ad-hoc requests from other team members
  • Adhere to strict deadlines in a demanding environment
  • Articulate with excellent interpersonal skills
  • Desire and ability to work in a fast-paced environment and experience working under strict deadlines


Northwood University - Florida Campus
1999 - 2004
Bachelor's Degree in Finance

Professional Skills

  • Strong phone and verbal communication skills along with active listening skills
  • Strong verbal and written communication skills and interact with all levels of management effectively
  • Experience in a role requiring excellent attention to detail, organization and communications skills
  • Proficient problem solving skills. Understands internal systems and apply analytical skills to the systems
  • Be detailed oriented with strong organizational, time management and prioritization skills
  • Strong oral, written, listening, critical thinking, and organizational skills
  • Strong interpersonal, client facing skills

How to write Client Service Analyst Resume

Client Service Analyst role is responsible for customer, analytical, organizational, microsoft, excel, negotiation, coaching, clients, interpersonal, research.
To write great resume for client service analyst job, your resume must include:

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

Contact Information For Client Service Analyst Resume

The section contact information is important in your client service analyst 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 Analyst Resume

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

Representative Client Service Analyst resume experience can include:

  • Uses experience, and analytical skills as a sound basis for decision making and/or programming solutions
  • The ability to manage multiple priorities, work under pressure and meet deadlines, while working effectively with cross-functional teams 
  • The ability to manage multiple priorities, work under pressure and meet deadlines, while working effectively with cross-functional teams
  • One (1) to five (5) years of direct database experience and/or client account management experience with a demonstrated track record of success
  • Have proven ability to work with large-scale/complex issues and work effectively across functional and organizational lines
  • Working knowledge of internal systems and ability to apply analytical skills to understanding of systems and products

Education on a Client Service Analyst Resume

Make sure to make education a priority on your client service analyst 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 analyst 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 Analyst Resume

When listing skills on your client service analyst 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 analyst skills:

  • Effective Communication - Demonstrates effective written and oral communication skills
  • Experience utilizing interpersonal, performance management, problem solving and organizational skills
  • Solid analytical, problem solving, research, and time management skills
  • Strong quantitative skills in financial derivatives’ pricing model and market risk model
  • Well-developed relationship building skill set (interpersonal, communication, collaboration) skills
  • Excellent verbal skills; comfortability communicating via phone to address customer issues

List of Typical Experience For a Client Service Analyst Resume


Experience For Senior Client Service Analyst Resume

  • Problem Solving Skills - Ability to solve problems using experience and good judgment
  • Strong organizational skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment
  • Strong organizational, and written communication skills
  • Communicate effectively to clients and all levels of employees including executive management both verbally and in writing
  • Learns the technical skills necessary to answer client queries and maintain logs and ensure follow through
  • Demonstrate commitment, positive attitude and possess strong client advocacy background

Experience For Cib-client Service Analyst Resume

  • Be a team player with exceptional customer service skills
  • Experience of operating in a customer-facing or telephony role where excellent service is paramount
  • Fantastic relationship building skills
  • Effectively migrate teller queues to the ATM’s and other alternate channels
  • Effectively communicates, both verbal and written, to internal and external clients
  • Proficient MS Office skills including Word & Excel
  • Previous experience in providing excellent customer service either within the financial services industry or a similar customer centric industry

Experience For Client Service Analyst Telecommute Resume

  • Fluency in English and first class written and verbal communication skills
  • Communicate effectively and appropriately with both internal and external customers at all business levels
  • Ensuring that customers feel valued, using your confidence and knowledge to make decisions that lead to good customer outcomes
  • Monitoring various queues for detection of potentially anomalous payments and prioritizing to ensure payment cutoffs are met
  • Customer facing experience working in a team-oriented environment 
  • Customer facing experience working in a team-oriented environment
  • Strong knowledge of Fixed Income accounting for bonds, funding instruments, collateral, MBS, CLO, Swaps..ect
  • Experience analyzing and interpreting pharmacy transactional and historical data

Experience For ESG Client Service Analyst Resume

  • Industry experience in a customer facing role
  • Perform recurrent queue / access reviews to ensure staff are aligned according to prioritization
  • Customer Service and or Relationship Management Experience
  • Build strong relationships with portfolio managers and traders
  • Client Orientated – demonstrate ownership for the clients issue, be seen as the Client’s champion within MSCI
  • Experience servicing high net worth clients and institutions
  • Demonstrated ability to take ownership of client and internal issues and see them through to resolution
  • Provide excellent customer service and relationship management

Experience For Client Service / Analyst Resume

  • Perform multiple tasks, set schedules and prioritize to meet both internal and external deadlines
  • Champion process changes to improve Client Experience and Efficiency
  • Client-oriented - demonstrate ownership for the Client's issue, be seen as the Client's champion within MSCI
  • Or more experience working in a large call center or similar environment is required
  • Shrinkage and Compliance reporting knowledge and experience
  • Related work experience in customer service and/or an information processing environment
  • Strong working knowledge of Excel, Word, and Outlook

Experience For Health & Benefits Client Service Analyst Resume

  • One+ years industry experience in a customer facing role
  • Experience in working in an operational environment
  • Demonstrated ability to provide out of the box perspective on existing solutions to solve complex problems
  • Experience working with a PBM or Managed Care
  • Client facing or clinical account management experience
  • Proven ability to analyze data, identify trends, leverage data for decision making
  • Experience within or direct clients and managing relationships
  • Cooperates with GLCM, HSS DCC, as well as GC CST/GSC teams for GC markets for the resolution of client queries and issues
  • Very good mastery of MS-Office

Experience For Bacc-e-commerce Client Service Analyst Resume

  • Business to Business customer service support or Business to Business customer resolution experience
  • Research and Resolution experience
  • Proven ability to manage workload to meet deadline under pressure
  • Experience with Microsoft Office including Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
  • Sales Support and / or Customer Service Support experience
  • Omniplan experience desired
  • Ideally, 2-4 years of experience as a Client Service Executive or a similar role in the asset management industry
  • Support Source of Truth validation reviews
  • Assists with prioritization

Experience For Client Service Analyst, Irbd, Tokyo Resume

  • Outbound call to clients and internal partners to validate payments (Mandarin and English)
  • Functions as a key contributor with demonstrated knowledge of area of specialization as well as broader functional knowledge
  • Intermediate level experience with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Microsoft SharePoint
  • PBM experience in Account Management / Client Benefits / Service Contact
  • Has a strong attention to detail, and a constant focus on quality and client service
  • Is an excellent team player, and flexible
  • 4+ yrs business to business customer service experience
  • Experience with high net worth clientele

Experience For ETF Client Service Analyst Resume

  • Good product knowledge (Equity, Futures and Lepo)
  • Experience in Finance
  • Perfect proficiency in French written and spoken is needed. A very good level in English is also essential
  • Can demonstrate initiative on general and specific tasks and can work independently and interact well with both team members and internal customers
  • Strong ability to speak, read and write English; Taiwan Chinese and Cantonese is highly valued

Experience For Client Service Analyst on Contract for Months Resume

  • Previous RxCCR experience, entry, or QA
  • Experience within a service / support environment
  • Experience in PBM and Healthcare service environment
  • Experience with account management
  • 1+ Sales Support experience
  • Experience with notional products
  • Commercial insurance experience
  • Strong self-starter, fast learner, quality conscious & committed to deadlines

List of Typical Skills For a Client Service Analyst Resume


Skills For Senior Client Service Analyst Resume

  • Excellent customer service, accurate and logical problem solving, and communication and written skills
  • Strong interpersonal skills and ability to interact at all levels within IQVIA and customers
  • Strong math skills, specifically: ability to learn and use probability and statistics within an investment attribution and performance measurement context
  • Good Interpersonal skills; able to work with all levels of staff and Management (both internal & external customers)
  • Strong Interpersonal skills; able to work with all levels of staff and Management (both internal & external customers)
  • Strong skills in Microsoft Office products (Excel, Work, Powerpoint, etc.)
  • Strong organizational, analytical, and methodical skills
  • Proven ability to work and communicate effectively with senior management
  • Good consultation and analytical skills

Skills For Cib-client Service Analyst Resume

  • Excellent quality results (accuracy, problem resolution, interpersonal skills) as measured by internal quality program and / or external satisfaction results
  • Customer focus with strong customer services skills and adaptability to work with different personality types
  • Strong technical skills in market research data
  • Strong organizational skills, with the ability to manage multiple projects simultaneously and to coordinate multi-disciplinary teams
  • Supporting agent readiness for new hires or addition of skills/products with targeted monitoring, coaching evaluations and knowledge certification
  • Utilize critical thinking and problem solving skills to accurately assess & resolve investigation cases
  • Problem Solving - Able to solve problems using experience and good judgment
  • Communicate effectively to clients and all levels of associates both verbally and in writing
  • Customer service, accurate and logical problem solving, and communication and written skills

Skills For Client Service Analyst Telecommute Resume

  • Customer service and relationship management skills. Understanding of how to provide exceptional customer service and how to develop relationships
  • Strong knowledge of Microsoft Office Suite (Excel, Access, PowerPoint, Word), with a demonstrated proficiency in metrics analysis
  • Advanced analytical and problem resolution skills
  • Prior related work experience with high net worth clientele
  • Pick up skills and concepts quickly
  • Prior experience interning in healthcare or sales environment
  • Seeks to develop own skills and capability on a self-motivated basis
  • Account/Sales Manager Skills
  • MS Office Suite – Intermediate to advanced skills with Excel

Skills For ESG Client Service Analyst Resume

  • Strong previous customer service experience
  • Working knowledge of a range of diagnostic utilities to support effective service
  • Experience with Microsoft Excel, including proficiency with reporting, sorting, filtering, and formulas
  • Experience forecasting, staffing, and scheduling is an advantage but
  • Experienced in managing multiple tasks in complex changing environment, while balancing the need for quality with on-time delivery
  • Experience running test cases and communicating testing results to business and technical teams

Skills For Client Service / Analyst Resume

  • Past experience in client facing servicing capacity (via email and phone) is required
  • Proven Financial Services Operational knowledge, including Trade Settlements & Support, Corporate Actions, Pricing, Security Master, and Proxy
  • Experience of designing and writing Processes and Procedures for Fraud Services Operations
  • Experience leading/driving complex projects
  • A minimal of 2 years’ working experience, preferably, client facing and in the financial service industry
  • Comfortable working with data, including strong Excel knowledge

Skills For Health & Benefits Client Service Analyst Resume

  • Experience with developing Microsoft PowerPoint presentations and speaking to large groups
  • Experience working in Healthcare Insurance Underwriting with knowledge of policy and procedures / processes
  • Experience working within brokerage or consulting firm
  • Experience creating technical documentation to support programming development
  • Experience writing test cases for software testing
  • Finance, investments and/or accounting experience
  • Use good, sound judgment in decision- making
  • Proactive and strong problem solving
  • Solid Product knowledge, including Fixed Income, Equity, FX and Derivatives

Skills For Bacc-e-commerce Client Service Analyst Resume

  • Experience working for a wealth management institution
  • Use good, sound judgment in decision-making
  • Previous experience handling escalations
  • 18 months experience of working in Fraud environments or related initiatives
  • Experiences in delivering new services
  • Experience in working with automation tools and the implementation of such tools
  • Bankcard experience, analytical, accounting and/or finance
  • Experience involving new capabilities or functional requirements
  • Experience working with multiple stakeholders across multiple organizations

Skills For Client Service Analyst, Irbd, Tokyo Resume

  • Experience leading teams in a matrix management environment
  • Experience using RxConstruct, RxClaim and Service Now
  • Experience analyzing complex data
  • Direct Client Facing Experience in Health Care Lines of Business (for example Medicare, Medicaid, and Commercial Lines of Business)
  • Previous experience working in an operational environment
  • Experience working with multiple databases and applications

Skills For ETF Client Service Analyst Resume

  • Training delivery experience and/or the ability to deliver complex information in a simple, and logical manner (eg., walk through, test resolution)
  • Solid history of being a collaborative business partner whose primary focus is what is best for the client
  • Quality Auditing experience
  • Good understanding of IQVIA services and offerings
  • Past experience in serving external financial institutional clients is desired
  • Customer facing experience in insurance or financial services
  • Experience in managing within multiple computer systems, some proprietary

Skills For Client Service Analyst on Contract for Months Resume

  • Customer facing experience in insurance or financial services
  • Excellent proficiency with all Microsoft and Macintosh desktop operating systems (within current Microsoft/Mac support lifecycle)
  • Experience working within an account management or implementation team or related field, within the healthcare industry
  • Experience with client management/ client facing role
  • Experience with high net worth cliental
  • Experience in the Financial Services industry

List of Typical Responsibilities For a Client Service Analyst Resume


Responsibilities For Senior Client Service Analyst Resume

  • Provides internal support to Client Service Advisor I’s and merchants to address more complex situations pertaining to interchange analysis, statement analysis, etc. and merchant escalations
  • Responds effectively to customer and broker needs or requests by providing information, service, or by referring customers to appropriate staff
  • Administrative Assistant support experience that includes at least 3 years of experience supporting VP level or higher management
  • Meeting with business stakeholder working-level team, minimally monthly, to establish priority and review status of defects, maintenance and change requests
  • Experience with Microsoft PowerPoint - ability to use create presentations for reporting purposes
  • Customer service facing experience

Responsibilities For Cib-client Service Analyst Resume

  • Industry (Card department or Customer Service) experience in a customer facing role
  • Excellent communicator (both orally and written)
  • Obtain Valid CPhT certification within 60 days of employment start date
  • Experience in POS / Consumer data
  • Experience with Microsoft Excel - ability to use spreadsheets, sort and filter data
  • Issue resolution / service environment experience
  • Related Technical Customer Support experience
  • Proven track record/history of ability to resolve complex issues, gain consensus

Responsibilities For Client Service Analyst Telecommute Resume

  • Focused on the client experience
  • Advance skill level in Excel and proficient in Microsoft Office products (Access, Word, and PowerPoint)
  • At least two years of Call Center experience
  • Strong level of attention to detail, ability to multitask and customer focus
  • Strong business/cash management, product and process knowledge
  • Knowledge of Government programs such as Medicare or Medicaid experience
  • Preparing options and driving decision-making processes and applying change management processes where appropriate
  • Raising Incident Management tickets and supporting/investigating production related issues such as account/rule errors, system defects, etc
  • Educating and training your customers ensuring they are kept up to date with system enhancements

Responsibilities For ESG Client Service Analyst Resume

  • Working with the leadership team of Clinical Services in designing and implementing cost savings programs
  • Establishing client relationships, hosting client calls, inquiry response/research, account maintenance and analyzing questions, requests and problems
  • Assisting client consultants in the setting up of new clients (training and intensive support)
  • Supporting the work of field IRBD Japan team, contributing to client service of Blackstone’s Japanese institutional investors in our alternative products
  • Striving to become an authority on all systems used by Underwriting, Claims and Operations in the UK

Responsibilities For Client Service / Analyst Resume

  • Developing a hands-on understanding of the processes and procedures that drive daily business activities across the whole value chain
  • Championing requests, and fostering alignment for your country and region on a global level with your CSA counterparts
  • Collaborating and sharing knowledge with the other CSA's in our regional team. Where it makes sense, also share knowledge globally with the CSA network
  • Working knowledge of JPMorgan ACCESS products, USD Clearing and ACH
  • Working closely with our CALM Partners (Product team, Solutions team and Execution team) on new initiatives impacting CALM’s client base
  • Helping clients to understand how to interpret the analysis they have produced on their portfolios understanding the structure of our indices
  • Providing initial levels of training on the usage of our products
  • Assisting clients with the ongoing use of our products
  • Working closely with the operations Centre of Excellence to ensure these processes are grounded in global unity, but are customized for the local market

Responsibilities For Health & Benefits Client Service Analyst Resume

  • Assisting our customers with their business case development and requirements definitions
  • Helping our customers understand system changes before and after releases
  • Carrying out problem analysis and subsequent documentation of business challenges
  • Supporting the assessment, specification and implementation of software changes for the current application landscape
  • Setting the strategic direction of the account(s) in which they have been assigned
  • Maintaining operational clinical integrity of the account(s)

Responsibilities For Bacc-e-commerce Client Service Analyst Resume

  • Providing support to the Clinical Pharmacist Liaisons
  • Providing support to Account Executives assigned to the key account(s)
  • Understanding of all functions of an employer sponsored medical plan of benefits
  • Opening IDMS master
  • Ensuring current clients are aware of important changes and developments to MSCI products
  • Working knowledge of Sungard’s Relius Administration software
  • Understanding of the ARM system and broad technology background

Responsibilities For Client Service Analyst, Irbd, Tokyo Resume

  • Working knowledge of CRW & PACE systems
  • Working knowledge of some Standard Systems (i.e. OMGEO products, MISYS, Charles River & Bloomberg)
  • Understanding of Merrill Lynch retirement products and solutions
  • Using a client relationship management (CRM) solution, track correspondences and results
  • Understanding of international financial institutions and global financial markets
  • Responsible for following team and group procedures as well as participating in dialogue around enhancing procedures to further simplify and minimize risk

Responsibilities For ETF Client Service Analyst Resume

  • Proficiency with Microsoft Word (creating forms and templates) and Microsoft Excel (creating complex formulas, templates, working with delimited documents)
  • Liaise with brokers and custodians to resolve issues and discrepancies, following through to completion and escalating when necessary
  • Monitor daily failing and non-completed trades for Trading
  • Support leadership in key decision making relative to realignment of staffing resources
  • Update and maintain internal tool (COMMIT) for case tracking and reporting
  • Knowledge of computer software systems including work processing and spreadsheets
  • Act as a subject matter expert of merchant acquiring for client servicing of premier client segment

Responsibilities For Client Service Analyst on Contract for Months Resume

  • Collaborate with Product, Engineering, Marketing, and Operations teams to resolve issues and improve application design
  • Responsible for tracking work and reporting needs to their lead / senior and manager
  • Provide in-house training to other Client Access staff in all aspects relating to new development / releases of SME product and its use with client base
  • Responsible for managing client base to Regulatory deadlines for each annual event including company audits
  • Take ownership of existing client’s RFPs as arise, repricing as necessary, and manage through
  • Directly assist global clients via phone and email by answering detailed questions on our products and methodology, including

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