Client Service Associate Resume Sample
Eda Mertz
8282 Cormier Trail,
Dallas,
TX
+1 (555) 773 3252
Work Experience
Client Service Associate
05/2015
-
PRESENT
New York, NY
- Partner closely with a team of Trust Officers and Trust Administrators to ensure that clients’ service needs are met
- Relevant client-facing experience in a Private Bank and/or investment firm
- Strong credit, analytical and problem solving skills
- Proven track record of effectively delivering seamless service to high-net-worth clients, firms and organizations across multiple product lines and/or departments of a financial institution
- Demonstrated ability to exercise discretion and sound judgment in a wide variety of circumstances
- In depth knowledge of bank products and services and basic understanding of trust and investments
- Work effectively with and influence individuals and groups across the company to manage internal and external customer relationships and expectations to achieve results
- Advanced personal computers skills and related software packages such as Microsoft Word, Excel and Access
- Work effectively with Umpqua Investments’ Financial Advisors and Operations Personnel to ensure investment documentation for dual bank and UI customers is completed in a timely manner
Private Client Service Associate
03/2009
-
03/2015
Los Angeles, CA
- Effectively act as liaison between dual employee Private Bankers and Umpqua Investments Financial Advisors to coordinate dual client data to ensure appropriate documentation of FINRA “Suitability” and “Know Your Customer” information
- Understand enhanced fiduciary responsibilities as an access person and the requirement to follow Umpqua Investments’ Code of Ethics
- Maintain all FINRA continuing education requirements and participate in Broker/Dealer training with respect to sales of Financial Products and related compliance procedures
- Complete and sign dual employment agreement between Umpqua Bank and Umpqua Investments, Inc. Previous experience using Customer Relationship Management (CRM) tools and demonstrated ability to manage a team’s client management process (pipeline, contact planning, activity tracking, etc.)
- Participate in the sale of financial Products through referrals
- In-depth understanding of Bank and NDIP Anti-Tying and Anti-coercion rules and regulations
- Arranging rollover of clients’ external super fund and pension accounts
- Obtaining information on clients’ existing external super fund, UK pension and insurance provider accounts
Registered Client Service Associate
10/2002
-
12/2008
Los Angeles, CA
- Assist with providing the branch with additional support as required
- Project implementation and management – Work with the AI Sales & Marketing team to generate and implement creative solutions relevant to a range of issues associated with the AI business channel
- Coordinate and implement global communications re: critical issues/updates related to LAM’s AI business
- Formalize all AI-related Processes & lead infrastructure development/management to enable scalable business growth
- Market Awareness/Research – Maintain a close watch on trends in the hedge fund industry and their relevance to Lazard’s business
- Generate Senior Management updates, business plans and presentations
- Proven internal sales performance and relationship management via account or territory management INDBBTCSR
Education
Southern New Hampshire University - Nashua Campus
1997 - 2001
Bachelor's Degree in Finance
Professional Skills
- Strong communication skills both verbally and in writing and able to gather information and deliver outcomes clearly and effectively
- Understanding of project management to include demonstrated project management skills. Working knowledge of Insurance helpful
- A passion for helping people who are investing in their futures using excellent verbal and written skills (to include professional telephone etiquette)
- Strong attention to detail and editing/proofing skills
- Strong computer skills and aptitude for technology, including Microsoft Office systems
- Administration and organization skills with a proven ability to meet competing deadlines
- Detail oriented with superior organizational skills and ability to prioritize tasks
How to write Client Service Associate Resume
Client Service Associate role is responsible for interpersonal, microsoft, organizational, player, analytical, excel, business, technologies, suite, clients.
To write great resume for client service associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Service Associate Resume
The section contact information is important in your client service associate 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 Service Associate Resume
The section work experience is an essential part of your client service associate 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 associate 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 associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Service Associate resume experience can include:
- Excellent client service skills and prior experience handling confidential information with discretion
- Good problem solving skills with demonstrated ability to establish facts and draw valid conclusions
- Demonstrated PC skills, in a windows-based environment. Ability to effectively new applications in a timely manner
- A strong sense of professionalism with excellent presentation and communication skills
- Able to manage multiple priorities, handle frequent distractions and interruptions, can prioritize effectively
- Possess excellent communication skills. Proven ability to deliver a high level of client service
Education on a Client Service Associate Resume
Make sure to make education a priority on your client service associate 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 associate 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 Associate Resume
When listing skills on your client service associate 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 associate skills:
- Project management skills, experience and appropriate qualification (eg PRINCE 2); strong analytical and organizational skills
- Excellent communication and interpersonal skills as well as strong analytical and organizational skills
- Demonstrate effective communication skills consisting of oral, written and listening skills
- Great interpersonal skills; excellent relationship building and communication skills, both oral and written
- Excellent communicator, with solid interpersonal skills
- Demonstrate strong organizational skills and time management abilities while working in a fast-paced, multitasking environment
List of Typical Experience For a Client Service Associate Resume
1
Experience For Private Client Service Associate Resume
- Planning, prioritization and organizational skills
- Strong verbal and written communication skills Proficiency and aptitude in utilizing MS Office, web based and other desktop applications
- Good math skills and ability to resolve highly complex tasks
- Knowledge to operate Window’s based programs which require intermediate computer skills
- Effective decision-making and creative problem-solving skills
2
Experience For Senior Client Service Associate Resume
- Proven competence in organizational and problem solving skills, ability to work well under pressure, and consistent accuracy and attention to detail
- Proven ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
- Strong client focus and client service skills mandatory · Manage client expectations
- Effectively prioritize multiple concurrent projects
- Strong client focus and client service skills
- Strong computer skills; Word, PowerPoint, and Excel required
- Exercise good judgement by recognizing urgency and prioritizing accordingly
- Critical thinking, attention to detail, and multi-tasking skills required
- Participate in client meetings to learn the business and add value as the Associate acquires client-facing skills
3
Experience For Registered Client Service Associate Resume
- Collaborate with other team members with the singular goal of providing an excellent client service experience
- Work independently as well as collaborate and work effectively across firm while building trusted relationships
- Develop relationships, build rapport, and effectively interface with all levels within the firm
- Manage multiple projects at once and work effectively as an individual and as part of a team
- Strong in managing and setting priorities
- Strong initiative with experience identifying and recommending change
- Liaison with operations and trading to effectively disseminate information
- Proficient in computer navigation and software applications, MS Word in particular · Initiative the development and growth of knowledge and skills
4
Experience For Private Wealth Client Service Associate Resume
- Sound leadership skills with the ability to motivate others
- Gain and develop skills necessary to interpret the plan document and regulations applicable to administering nonqualified retirement plans
- Work closely with Team leaders to identify colleague knowledge and skills gaps and to support performance improvement
- Multi-task in a fast-paced environment, while managing competing priorities
- The role requires a good level of understanding of data, particularly relating to portfolios performance and attribution and fee structure
- Collaborate with Facilities to maintain building key cards, parking validations, and log
- Experience with financial planning software (Ex. EMoney) and CRM systems required such as RedTail and/or BGM Gorilla Marketing
- Experience in financial services preferably with Corporate Banking or Investment Banking
- Work under pressure and adjust to changing priorities
5
Experience For Senior Registered Client Service Associate Resume
- Demonstrate full understanding of the client and their plan
- Prioritize the Client Onboarding pipeline through each stage of document request or negotiation
- Administrative or client facing experience
- Gain a strong understanding of Amundi Pioneer global operational, compliance, risk, and legal organizations
- Develop excellent working knowledge of PCG applications in New York to provide technology assistance to clients
- Experience with portfolio management & executing trades
6
Experience For Institutional Client Service Associate Resume
- Operate and take initiative with little or no direction
- Diverse experience in scalable operations and/or service/sales role
- Experience in the financial services industry in a client service role
- Relevant Experience Required 3 to 5 years
- Background or strong interest in finance/investments
- Experience in trust and/or investments
- Building strong and lasting client relationships to proactively meet their needs
- Delivering clear and effective clients and advisers communications
- Develop a strong working relationship with internal departments-Logistics, Accounting, Compliance/Regulatory, Executive Management
7
Experience For Private Bank Client Service Associate Resume
- Establish and maintain effective relationships with Retirement plan clients, to ensure growth in retirement savings, and profitability for all stakeholders
- Demonstrate high levels of customer focus. Questioning responses where necessary
- Learn and demonstrate proficiency with systems and processes as to execute work flow accurately and efficiently in accordance with guidelines and training
- Be able to identify potential issues then implement a process to address and isolate the “root cause” prior to execution
- Financial services industry experience; preferably in a broker/dealer or registered investment advisor environment
- Create and cultivate a client experience that exceeds the client’s expectations
- Demonstrated ability to solve problems quickly and thoroughly
- Experience in the financial services industry REQUIRED
8
Experience For Client Service, Associate Manager Resume
- Experience in the financial services industry in a client service role
- Professional maturity and experience to interact with clients, senior bankers and senior management
- Experience working in a client facing role with the ability to build and maintain relationships
- Demonstrated success in handling client escalations and resolving issues
- Experience in coordinating tasks and activities in a team
9
Experience For Team Assistant / Client Service Associate Resume
- Experience in working with Nielsen data is an advantage
- Experience in financial services with an understanding of employee share plans (desirable)
- Responsible for assisting clients and advisors with all aspects of the online experience
- Develop a strong working relationship with designated Investment Professional(s) and their clients
- Strong business Dutch and English, both verbal and written
- Operational experience within wealth management industry
- Prepare the necessary documents to support the analysis – good analytical ability
- Min 3 years of related experience
- Performing data analysis utilizing financial planning software packages and modeling what-if scenarios – including some data entry
10
Experience For Cib-asia Client On-boarding Client Service Associate Resume
- Responding to inquiries via phone and email and tracking and recording actions in one or more banking systems
- Representing CST on internal projects, covering for fellow team members, and participating in team meetings and retreats
- Tracking client engagements and maintaining ongoing metrics for client assets
- Participating in ongoing learning and development to enhance support of RVPs business
- Managing clients’ quarterly tax payments and annual IRA contributions/RMDs Researching and resolve overdrafts
- Delivering accurate and timely retirement plan administrative and marketing services for both defined benefit and defined contribution clients
List of Typical Skills For a Client Service Associate Resume
1
Skills For Private Client Service Associate Resume
- Good analytical / multitasking / organisational skills with high level of attention to detail
- Good leadership & teambuilding skills
- Excellent interpersonal, influencing and team skills
- Exercise effective business decision skills and creative problem solving
- Strong interpersonal skills with the ability to interface with other teams and clients at all levels
2
Skills For Senior Client Service Associate Resume
- Excellent Microsoft skills (Work, Excel, PowerPoint)
- Excellent computer skills, and the aptitude to learn new software applications
- Strong computer skills (Excel) with the ability to learn programs as needed
- Strong client service orientation, and business perspective skills
- Detailed oriented with excellent organizational & time management skills
- Extremely organised with an ability to switch between tasks and prioritise effectively
- Intermediate Microsoft Excel Skills, or strong desire to learn more
- Excellent communication and facilitation skills at all levels
- Strong client focus and client service skills mandatory
3
Skills For Registered Client Service Associate Resume
- Able to work independently with strong administrative and problem solving skills
- Exceptional organization and time management skills; strong attention to detail
- Demonstrate a willingness to adapt to shifting or competing priorities
- Be effective and flexible with changing work priorities
- Sound decision-making skills and ability to take decisive action
- Proven experience in successfully managing execution
- Proven experience in negotiating persuasively to create win/win solutions for all parties
- Prior experience within client services
- Have exceptional administrative and organizational skills
4
Skills For Private Wealth Client Service Associate Resume
- Strong experience with WebEx or another remote presentation application
- Proficiency in Microsoft Office and basic math skills
- Prior experience working for financial advisors or supporting advisors
- Exceptional communication, organizational, and clients service skills
- Assume a proactive approach to client service including anticipation of client needs and ensuring they are met effectively and efficiently
- Proven ability to build and sustain strong client and internal Partner relationships
5
Skills For Senior Registered Client Service Associate Resume
- Proven experience and commitment to Customer Service and relationship management
- Communicate effectively (both written & verbal)
- Problem resolution skills - ability to find practical solutions to issues as they arise
- Experience in planning, prioritizing and delegating work
- Align priorities of own area with the direction and priorities of the broader organization
- Initiative the development and growth of knowledge and skills
6
Skills For Institutional Client Service Associate Resume
- Interact professionally and effectively with advisors, clients and internal contacts
- Proven ability to prioritize, manage, and handle multiple tasks efficiently
- Communicate clearly, work tactfully and effectively with clients, accountants, attorneys and other BKD Wealth Advisors Staff
- Establishing and maintaining effective relationships with our retirement plan clients to ensure profitability for all stakeholders
- Demand Planning, Supply Planning or Supply Chain Coordinator experience preferably in a pharmaceutical or manufacturing environment (an asset)
- Support team by continuously developing knowledge of business and expanding personal skill sets – use Private Trust Learning Path as model
- Respond to incoming calls from both internal and external customers ensuring excellent customer service
- Familiarity with Good Manufacturing Practices and Standard Operating Procedures (as asset)
- Excellent team player, supporting a culture of individuality, fun and the sharing of best practice
7
Skills For Private Bank Client Service Associate Resume
- Solid understanding of all retail banking products and procedures, cash management, investments and specifically credit an asset
- Experience serving Institutional Clients
- Experience in personal tax, financial planning or investment management
- Demonstrated ability in working in
- Experience working with an SEC registered investment adviser and or FINRA broker-dealer
- Experience working with Tamarac Suite (Advisor View, Rebalancer and CRM)
- Balance and manage changing priorities
- Demonstrate initiative in providing a high level of organization for the branch
- Experience working within the Law Enforcement industry
8
Skills For Client Service, Associate Manager Resume
- Customer Service Experience preferably in a pharmaceutical or manufacturing environment
- Customer Service Experience preferably in a fast paced pharmaceutical or manufacturing environment
- Balance and manage multiple changing priorities
- Experience of coaching others
- Support branch revenue goals through effective administration and account management, including timely collection of fee revenue
- Effective and timely management of project multitasking
- Client Service experience
- Experience in the asset management industry
- Client based experience
9
Skills For Team Assistant / Client Service Associate Resume
- High level of organization with the ability to multitask and prioritize
- Experience with document management and workflow systems such as Laserfiche
- MS Word, Excel, PowerPoint experience
- Client Service/Client Relationship Management experience
- Experience in the funds management or superannuation industry, preferably working with institutional clients
- Experience providing client service/support for Trust/investment accounts for high net worth clients in a Private Bank
- Demonstrate Client Service mindset
10
Skills For Cib-asia Client On-boarding Client Service Associate Resume
- Experience in the financial services industry in a client service role
- Manages multiple requests/issues, clarifies priorities and follows through on commitments
- Project Management Experience (an asset)
- Maintain complete client files and ensure documentation is in good order
- Demonstrate a passionate commitment to serve clients and collaborate with colleagues to far exceed client expectations
- Experienced in multiple channels of digital communication
- Remote client and multiple project experience
- Relevant Experience Required
List of Typical Responsibilities For a Client Service Associate Resume
1
Responsibilities For Private Client Service Associate Resume
- Strong writing, proofing, formatting and verbal communication skills
- Strong verbal and written communication skills including active listening
- Strong problem solving, negotiating and time management skills
- Solid computing skills
- Multi-task with strong organizational and time management skills per the needs of FA teams and clients
- Strong organizational, communication (verbal and written), and client relationship management skills
- Professionalism, excellent communication skills
- Strong telephone etiquette and interpersonal skills
- Excellent organization (physical and digital) and time management skills
2
Responsibilities For Senior Client Service Associate Resume
- Strong PC computer, software technology skills
- Excellent communication and interpersonal skills with customers, business teams, and technical colleagues
- Posses excellent communication skills
- Good analytical skills with a superior level of attention to detail in order to adhere to policies, procedures and guidelines
- Excellent communication and interpersonal skills, especially the ability to listen to clients, understand their needs, and to explain complicated subjects
- Excellent Microsoft Office skills. Proficiency in Excel is essential
- Outstanding skills using personal computers in a Windows-based environment. (including Microsoft Office Suite)
- Problem solving skills to determine the most efficient method of problem resolution while complying with corporate and regulatory procedures
- Be an effective team player and flexible in adjusting changing work priorities
3
Responsibilities For Registered Client Service Associate Resume
- Execute on standard methodologies and processes, using existing systems and shared services to work as effectively and efficiently as possible
- Experience in financial services industry, and a strong understanding of fixed income products and asset management
- Prior experience in a loan servicing environment
- Experience using Microsoft Office, specifically Word and Excel. Data import/export/manipulation experience helpful
- Self-starter with a great deal of initiative and analytical skills
- Outstanding skills using personal computers in a Windows-based environment; particularly in Excel and PowerPoint
- Participate in client meetings to learn the business and add value as the Senior Associate acquires client-facing skills
4
Responsibilities For Private Wealth Client Service Associate Resume
- Participate in client meetings to learn the business and add value as the Senior Associate improves his or her client-facing skills
- Proven passion for creating a legendary client experience at every opportunity
- Prior experience in a client service environment with affluent clients
- Strong interest and/or experience in financial services/the private wealth management industry
- Proficiency in Microsoft Office , great Excel skills
- Exceptional analytical, project and time management skills
- Effectively present information and respond to questions from project leadership, colleagues and clients
- Work in a fast-paced, sales-oriented environment; proven ability to handle pressure, multi-task and prioritize work
- Advanced MS Word, PowerPoint, Outlook and Excel skills
5
Responsibilities For Senior Registered Client Service Associate Resume
- Project management or high level organizational skills
- Similar work experience with industry experience
- Create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
- Proven track record of delivering results and executing with excellence
- Relevant experience (3-5 years) in an investment management or consulting firm
- Interest and experience in banking, finance, investments
- Relevant work experience in wealth management and serving clients
- Loan/account processing experience
6
Responsibilities For Institutional Client Service Associate Resume
- Experience in the financial services and wealth management industry working directly with clients
- Experience working in a professional client service environment
- Proficiency in MS Office products including PowerPoint, Access, Excel and Word. Required Experience
- Demonstrates considerable initiative in providing a high level of organization for the branch
- Experience in professional services and with working with affluent clients is required
7
Responsibilities For Private Bank Client Service Associate Resume
- New Business, Cashiering; INGENIUM, PRISM, WMS, IPAC, CRM, LGS, CAS, PR, Lockbox, POS machine, SMARTQ, etc.Education and Experience
- Excellent proficiency in MS applications (Word, Excel, PowerPoint, etc.)
- Min 3-5 years of related experience
- Develop strong understanding of other areas of the bank enabling resolution of client issues
- Serve as a single point of contact for the client to enhance the customers client service experience
- Provide excellent customer service, build long-term relationships and work in a team-oriented environment
- Good general knowledge of US and Canadian Broker/Dealer operations
8
Responsibilities For Client Service, Associate Manager Resume
- Proven track record for providing Legendary client service at every customer interaction
- Identify and implement strategies to anticipate client needs and maximize their overall experience with the FTB team
- Ensure client satisfaction thoughout their experience with GWMP with high level reactive & proactive service
- Proven self-starter, with the ability to work with minimal supervision
- Build and sustain strong client and internal Partner relationships
- Facilitate the asset acquisition process with experience in high net-worth investors
9
Responsibilities For Team Assistant / Client Service Associate Resume
- Work with other team members for the greater good of the group
- Prepares and/or issues documents per customer or service team member requests. (e.g., certificates, auto ID cards, Evidence of Insurance)
- 0 – 1 year of work experience
- Demonstrated time management with the ability to follow project plans
- Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed
- Attention to detail and excellent communications required
10
Responsibilities For Cib-asia Client On-boarding Client Service Associate Resume
- Experience in the financial services or related industry
- Experience in financial services operations, with at least 2 years in client contact capacity
- And/or one (1) or more year’s securities industry or related work experience
- Directly equivalent experience
- Fluency with computers, MS Office Suite, SmartStation experience very helpful
- Applicable insurance experience
- Ideally 3 years of experience in client service, within the finance sector
- Ideally1-3 years of experience in client service, within the finance sector
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