Client Service Executive Resume Sample

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Virginie MacGyver
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Work Experience

Client Service Executive
02/2017 - PRESENT
Chicago, IL
  • Maintain the highest standard of excellence in client service by attending to client enquiries and requests
  • Explain operational matters to clients. Develop client’s awareness, understanding and ability to comply with our operational requirements
  • Prompt and appropriate action taken to address client feedback/complaints
  • Manage the HSBC “Know Your Customer Program” and ensure that all client-service related activities are fully in compliance with the processes and procedures contained in it
  • Provide support to the Offshore Representative Offices; receive, manage and log faxed transaction instruction from Reps; answer calls from Reps and clients and provide guidance
  • Between 5 and 15 years’ experience in private equity institutional funds
  • Ensures a strong governance framework and meeting cadence within company and between company and the customers
  • Defines and executes (Sales) the growth agenda with an associated account
  • Delivers Account Business Plan (ABP), Account Financial Plan (AFP), and Account Operating Plan (AOP)
Senior Client Service Executive
06/2012 - 08/2016
Dallas, TX
  • Leads, coordinates, and manages the long-term, consultative, C-suite client relationship to become the client’s trusted advisor
  • Presents pan-company Portfolio
  • Meets or exceeds financial commitments
  • Exercises responsibility for growing company’s year over year share of wallet and shareholder return
  • Delivers on company’s contractual commitments, technical or process innovations, reduces costs and delight customers
  • No direct financial targets
  • Experience in service sales with a very deep understanding of IT Service Management
  • Track Record in successful orchestrating and leveraging cross-functional Sales Teams
  • Coordinate multiple related initiatives effectively, track record of successfully negotiating contracts in tight coordination with a cross-functional teams
Client Service Executive Director
07/2005 - 03/2012
Chicago, IL
  • Influence decisions related to Cisco Services and Cisco technologies across customers IT and Lines of business
  • Detailed understanding of all back office systems leveraged in support of the business, Partnering with senior management to establish operational objectives and assignments
  • Knowledge of Cisco Services offerings, software portfolio, data & analytics, security and industry trends (e.g. cloud and ITSM)
  • Prepare Strategic Business Plans demonstrating Business & Financial Acumen and strong negotiation and presentation-skills
  • Offer quality assistance including simple coaching/training to peers
  • World class client servicing skills (ideally crafted within a financial services environment)
  • Excellent planning, organisation and an eye for detail


University of Phoenix - Franklin Learning Center
2000 - 2004
Bachelor's Degree in Business

Professional Skills

  • Demonstrate problem solving, strong customer service skills and strong quantitative analysis skills, with an eye for detail
  • Exhibit strong verbal and written communication skills and have a desire to develop presenting skills
  • Demonstrated leadership qualities, with excellent 1:1 oral, written, and group presentation skills
  • Strong time-management and prioritisation skills
  • Possess excellent time management and prioritisation skills
  • Strong administrative skills, such as planning, organizing, and time management
  • Excellent communication skills with a positive attitude and a passion for delivering exceptional customer service

How to write Client Service Executive Resume

Client Service Executive role is responsible for presentation, english, computer, customer, commercial, microsoft, analytical, communications, telephony, architecture.
To write great resume for client service executive job, your resume must include:

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

Contact Information For Client Service Executive Resume

The section contact information is important in your client service executive 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 Executive Resume

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

Representative Client Service Executive resume experience can include:

  • Fluent in English and Arabic with excellent interpersonal skills & communication skills
  • String computer literacy and proficient keyboard skills as these are both essential skills for this role
  • Capable of managing administration tasks quickly and effectively, ensuring the majority of their time is focused on client servicing
  • Working experience that demonstrates competencies in the following areas is required
  • Effectively manage client relationships, including forming and execution of account plans
  • Client focussed, with a strong track record of understanding client needs and effective management of long term relationships

Education on a Client Service Executive Resume

Make sure to make education a priority on your client service executive 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 executive 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 Executive Resume

When listing skills on your client service executive 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 executive skills:

  • Excellent presentation skills. Previous/proven success and three to five years’ experience delivering customer/producer communications
  • Good time-management and prioritisation skills
  • Demonstrated Customer Service and Conflict Management skills
  • Solid organizational and time management skills with attention to detail
  • Solid computer skills with MS Office Suite
  • Have strong attention to detail in order to perform work accurately and effectively

List of Typical Experience For a Client Service Executive Resume


Experience For Senior Client Service Executive Resume

  • Strong computer literacy and proficient keyboard skills as these are both essential skills for this role
  • Strong organisational skills and self-motivated
  • Strong commercial skills, communication and public presentation
  • Proven experience in using MS Office applications, particularly Excel, and Internet browser knowledge
  • Exceptional Organizational skills are desired along with the ability to multi-task and to perform well under pressure
  • Providing excellent customer service on behalf of Barclays whilst dealing with both inbound and outbound telephony calls from customers
  • Monitoring effectiveness of campaigns
  • An in-depth understanding and experience Solutioning and selling the following

Experience For Digital Client Service Executive Within the Energy & Utilities Sector Resume

  • Builds and maintaining strong, long-lasting customer relationships
  • FMCG (marketing / sales) or retail industry experience desired
  • Previous experience in the media industry including media agencies, TV stations, digital publishers is ideal
  • A strong team player and contributor with an ability to work in a matrix reporting structure
  • Experience of using, or similar CRM systems
  • FMCG/Retailing/Analytics experience preferable
  • Ales experience in Consulting focused on Internet, software, or high-tech clients

Experience For Client Service Executive Director Resume

  • A proven track record of accuracy and quality
  • Experience of both checking the work of others and providing feedback on issues found is necessary
  • The ability to build and maintain effective internal relationships is essential
  • Able to prioritise and manage a varied workload
  • Experience in sales or negotiation is an advantage
  • Sales experience in Retail Banking sector – ideally with Tier 2/3 Banks Building Societies and Fin Techs
  • Experience in an advertising/digital marketing agency
  • Experience in customer service role supporting enterprise solutions is required
  • With 2-4 years working experience in Market Research area

Experience For IM , International Client Service Executive Resume

  • Experience of more than 2 years in Nielsen or as an executive in an agency or consultancy
  • Experience in customer service through value analysis, contribute to the team's annual sales target
  • Experience as solution service executive Household panel
  • Good domain of Excel
  • Self-driven, highly-motivated and self-confident with good self-composure
  • Strong command in English both written and oral. Additional language knowledge would be an added advantage
  • Handling inbound client inquiries, routing and escalating accordingly

Experience For Technical Client Service Executive Resume

  • Checking new business paperwork, banking cheques, scanning documents
  • Ongoing client communication regarding meetings, arranging appointments and diary management
  • Assisting Executives/Directors/BDE's in marketing new business prospects
  • Establishing regular client planning sessions to review performance, client’s business needs along with Optum360’s proposed solutions
  • Identifying and closing sales opportunities and renewal contracts
  • Using TGI data to create and present relevant, compelling insight to clients
  • Providing guidance and support for our clients using our in house tools

Experience For Institutional Client Service Executive, China Resume

  • Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability
  • Preparing meeting packs and Valuations for client appointments
  • Developing and maintaining relationships with FlightGlobal’s premium data service users to drive engagement and increase uptake across the organisation
  • Conducting on-boarding calls with new users
  • Supporting business growth targets by identifying upsell and cross-sell opportunities
  • Handling from start to finish queries for complex processing as defined and distributed by your team leader
  • Taking personal ownership for self development and the development of colleagues through the sharing of best practice

Experience For Wealth Client Service Executive Resume

  • Selling the value proposition and establishing relationships at all levels of the client organization; client contact is usually at mid-management level
  • Managing the day to day digital activation process, liaising with our programmatic data management partners, DSPs and trade desks
  • Establishing and developing relationships with all key stakeholders and end-users
  • Being the first point of contact for clients, for queries and offering consultative support on how TGI can be used within their business
  • Negotiating renewals of existing client contracts to meet and exceed budget
  • Identifying opportunities for revenue growth and presenting relevant products and services to secure additional sales

Experience For Wealth Client Service Executive Twilight Resume

  • Ensuring detailed performance recovery plans are created for each ‘at risk’ client
  • Assisting in the formulation and execution of account plans
  • Managing the contract negotiation process with clients to ensure profitable outcomes
  • Reporting Relevance: Understand clients' market needs and develop GfK report solutions to best support insight requirements
  • Providing support via telephone, email and live chat
  • Recording all customer interaction in our CRM System Sales Force
  • Managing leads with the Client Relationship Management (CRM) system
  • Arranging appointments and diary management
  • Managing cash balances and cash movements

Experience For CIB Client Service Executive Resume

  • Updating static information – change of name, address etc
  • Managing the telephone support line and email case queue
  • Delivering high quality client service consistent with AJG operational standards and practices,
  • Achieving operational productivity and performance metrics consistently
  • Raising the profile of Willis Re Client Service
  • Supporting logistics process
  • Ensuring that clients get maximum value from the products and services they subscribe to
  • Promoting TGI throughout all relevant teams within the agencies to increase usage and improve ROI
  • Understanding project delivery in Financial Services

Experience For Im-international Client Service Executive Resume

  • Assisting the account director to brief media, creative and research teams and assisting with the formulation of marketing strategies
  • Handling budgets, managing campaign costs and invoicing clients
  • Influencing and negotiating with stakeholders across Barclays, including both peers and more senior leaders, face to face and remotely
  • Assuring client satisfaction by maintaining overall quality of multiple products and services for clients
  • Providing executive level reporting on First Data performance

List of Typical Skills For a Client Service Executive Resume


Skills For Senior Client Service Executive Resume

  • Excellent planning, organisation skills and an eye for detail
  • Strong communication and inter-personal skills are critical
  • Prior experience working with and having an executive presence to influence key decision makers
  • Executes on best practices processes, leveraging existing systems and shared services in order to work as effectively and efficiently as possible
  • Prior experience managing relationships at D/VP/CX levels
  • Has superb skills in managing stress
  • The role would well suit a graduate with some relevant work experience or somebody with experience in a similar media related role
  • Prior experience with Nielsen products and services highly regarded
  • Time management skills - able to manage multiple and competing deadlines

Skills For Digital Client Service Executive Within the Energy & Utilities Sector Resume

  • Sales experience in insurance market – ideally London Market experience
  • Delivery experience in insurance market – ideally London Market experience
  • Consultancy experience and good stakeholder management
  • Resolving familiar and concrete problems by applying set guidelines or previous experience and escalating exceptional problems beyond the defined scope
  • Supporting the business priorities of Branch Managers, Production team members, and the client service function,
  • Supporting the Financial Institutions business priorities,
  • A proven ability of managing customer queries and resolving them, with confidence in handling pressurised situations including complaints

Skills For Client Service Executive Director Resume

  • Develop your capability designing research solutions, building experience of answering client problems with creative solutions
  • Good working knowledge of Outlook, Word, Excel and a broad understanding of regulatory policies, e.g. Anti-Money Laundering, Data Protection
  • Experience in understanding client requirements and mapping to Cognizant service offerings
  • Experience using the Nielsen AdDynamix Data reporting system would be an advantage
  • Provide world-class service through excellent client servicing, transactional processing and identification of needs
  • Experience using TV Data reporting systems would be an advantage
  • Need experience of developing a client account, developing propositions to reflect Cognizant capability and client needs
  • Experience managing customer relationships and ‘farming’ client accounts
  • Excellent understanding of insurance terminology, trends and factor influencing the industry, and the various lines of Business Insurance insurance

Skills For IM , International Client Service Executive Resume

  • Maintain a dialogue with key client stakeholders about their ongoing hot topics, regional/country priorities, proactively identifying opportunities and threats
  • Build strong relationships with key clients including face to face training sessions and meetings with the sales account manager
  • Appreciation of multi-tasking and prioritising work around revenue targets
  • Previous experience in the Commercial Banking environment
  • Experience in the Commercial Banking environment
  • Demonstrable experience gained working in customer service teams
  • Previous experience in a client-servicing role / account management
  • Good understanding of media industry in Ireland

Skills For Technical Client Service Executive Resume

  • Experience using multiple software tools
  • Experience in training on software an advantage
  • Proven track record as an Account Manager / Senior C in the Retail Banking sector
  • Actively identify opportunities for clients to transfer their servicing needs to more efficient and cost effective self serve channels
  • Experience in an Operations/Client Servicing role in the financial services industry. Preferably in Fund Management/Investment Management
  • Excellent working knowledge of Salesforce or similar CRM system

Skills For Institutional Client Service Executive, China Resume

  • Good understanding of Stock and Shares, Pooled Investments, ISAs and PEPs and an awareness of current market issues, as this is essential for the role
  • Be good at building relationships with internal and external stakeholders; and
  • Previous Client Service experience
  • Experience with Salesforce would be an advantage
  • Experience in account management i.e. internship
  • Build and maintain good relationships with colleagues and with other analyst teams, ensuring quality and timeframe service levels are met or exceeded
  • Can do attitude and a good sense of humour
  • Ensure the effective and efficient implementation of new products

Skills For Wealth Client Service Executive Resume

  • Provide excellent client service in an efficient, timely and professional manner including
  • Recognise opportunities to introduce new sales and negotiate renewals so experience in sales or negotiation would be an advantage
  • A strong track record of successful consulting business development in Technology space
  • Thorough experience in client service in the institutional business
  • Experience in an international business environment
  • Manages good working relationships with internal product and practice specialist areas
  • Previous experience working in an FMCG environment, preferably with exposure to either Produce, Meat, Seafood or Bakery
  • Take ownership of the order validation process in Salesforce for a portfolio of customers
  • Work closely with Sales team to develop strong relationships with clients

Skills For Wealth Client Service Executive Twilight Resume

  • Experience providing customer service over the phone is preferable
  • Extensive experience working with senior level C suite executives in the hospital / provider space
  • Experience managing customer relationships and client accounts
  • Experience managing multiple deadlines across multiple stakeholders
  • Previous experience in Retail or FMCG within a sales, marketing or category development role
  • Advance MS Office and powerpoint capabilities including experience in data analysis tools (e.g. SPSS or other respective tools)
  • Coaches Client Service Managers and/or Associates through continuous learning, honest feedback, and strong talent development strategies
  • A strong background in a customer service environment
  • The ability to learn from and apply experience(s)

Skills For CIB Client Service Executive Resume

  • Around 10-12 years experience in account leadership roles such as sales or business management
  • Proven track record as an Account Manager/ Senior C in the Insurance sector
  • Proven track record as a Business Development in the Financial Services industry
  • Knowledge and experience of quantitative or qualitative research
  • Build strong relationships and influence senior level contact
  • Proven ability to build relationships and work with people at all levels of the organisation

Skills For Im-international Client Service Executive Resume

  • Experience in IT Services industry
  • Basic experience in the field of statistics and market research
  • Gain a strong knowledge of the features, functions, and values of Accuity’s products
  • Assisting in the marketing of TGI and related products, including our programmatic offering
  • Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
  • Checking new business paperwork, banking cheques, scanning and archiving documents
  • Managing cash balances and cash movements including raising invoices for advice fees and chasing for payment
  • Investigating and resolving client/colleague queries, whilst interacting with the client, relevant support departments and specialist areas
  • Ensuring clients are kept informed of new products and services and developments to the existing product offering

List of Typical Responsibilities For a Client Service Executive Resume


Responsibilities For Senior Client Service Executive Resume

  • Strong communication skills with a poise and confidence to interact
  • Automotive, FMCG (marketing / sales) or retail industry experience desired
  • FMCG/Retailing/Analytics experience preferable
  • Demonstrate numerical confidence and the ability to translate numbers into insights and recommendations
  • Ability and experience to service and add value to clients directly through onsite presence
  • Ideally with customer service experience from a previous role
  • A good academic background – we look for Standard Grade (grade C GCSE, or other equivalents) in both Maths and English Language
  • A well established customer service experience
  • Previous experience ideally in telephony and financial service

Responsibilities For Digital Client Service Executive Within the Energy & Utilities Sector Resume

  • Previous experience in a customer service/contact centre role (essential)
  • Strong interest in the field of Market Research
  • Strong command in English, both written and verbal
  • Ability and experience to add value to clients directly through onsite presence
  • Builds strong, trust-based client relationships
  • Prioritize against multiple client demands

Responsibilities For Client Service Executive Director Resume

  • Earning client trust and building relationships by delivering meaningful analysis according to instructions
  • Understanding of web design and development process including; UX, scoping, project management frameworks, user testing and research
  • Being involved in all aspects of the client journey from account opening to product management and development
  • Assisting in interplay and integration between all digital channels and ensure timely delivery and efficient collaboration with creative and planning teams
  • Writing campaign reports, things gone right / wrong, preparing timeline charts and reports
  • Working knowledge of major social media channels including Facebook and Twitter
  • Having a broad understanding of the financial service industry and its product types

Responsibilities For IM , International Client Service Executive Resume

  • Using your initiative to develop resolutions to customers queries, ensuring that solutions satisfy both the customer and the business
  • Having responsibility for following Barclays policies and procedures in order to solve a query
  • Supporting in the delivery of TGI programmatic campaigns
  • Maintaining a comprehensive and up-to-date knowledge of TGI & other related services
  • Training clients on how best to use the data
  • Responding to queries on all aspects of TGI
  • Understanding our tools and systems as well as the Nielsen product portfolio; and
  • Implementing additional products and services which maximize both client and First Data profitability

Responsibilities For Technical Client Service Executive Resume

  • Developing client solutions to market challenges
  • Overseeing daily operations for all client specific activities and services
  • Instituting remedial actions when appropriate to control and eliminate FDC and client liability
  • Being able to communicate efficiently with lots of different types of people
  • Working with agency colleagues to devise campaigns that meet the client's brief and budget

Responsibilities For Institutional Client Service Executive, China Resume

  • Presenting alongside agency colleagues (particularly the account director), the campaign ideas and budget to the client
  • Dealing with customers dissatisfaction, in accordance with the Financial Conduct Authority time scales
  • Taking ownership of certain queries from start to finish
  • Being autonomous, with responsibility for your own workload
  • Being able to empower others within your team, and pass on your wealth of knowledge in order to help others to succeed
  • Working closely with all teams to ensure work is connected to meet client business issues

Responsibilities For Wealth Client Service Executive Resume

  • Deputising when required in the managers absence
  • Identifying opportunities to improve client processes and make efficiencies that maximises resource
  • Regularly update clients on their credit usage: advising and assisting them with this and scraping roles from their site where necessary
  • Benefit expert for clients inclusive of creating and delivering Benefit Summaries and understanding client intent
  • Grow relationships with existing clients to source for new cross-selling/up-selling business opportunities
  • Co-ordinating and liaising with clients to discuss and identify their advertising requirements

Responsibilities For Wealth Client Service Executive Twilight Resume

  • Passionate about conducting training and engaging with clients
  • A working understanding of all Nielsen products and solutions with a clear focus on Media
  • Responsible for people Management – involved in Hiring decisions, finalizing appraisals and development plans
  • Proactively identifies opportunities for process improvements between Fiserv and assigned client base; including but not limited to cost saving initiatives
  • Report & Article Writing: Is responsible for data analysis and report writing highlight trends in the sales out data for internal and external publications
  • Responsible for maintaining and increasing the investment of Telecommunications clients in Nielsen Services
  • Proficient in spotting opportunities for sales leads

Responsibilities For CIB Client Service Executive Resume

  • Inform Banking team of potential issues, possible fraud or unexpected activity that is not in line with the customer’s standard instructions
  • Support the Company’s Diversity programs. Adhere strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices; report control weaknesses, compliance
  • Act and respond to private banking customer instructions, inquiries and problems. Additionally, facilitating the processing of transactions in a timely and accurate manner to help maintain client relationships
  • Responsible for ensuring data integrity and quality to agreed standards at all times
  • Engage clients in responding to Optum360’s Net Promoter Score (NPS) survey
  • Facilitate problem solving and collaboration when faced with client difficulties
  • Provide campaign reporting for clients where necessary

Responsibilities For Im-international Client Service Executive Resume

  • Markets new business incoming to the branch, typically accounts of moderate to high complexity
  • Makes marketing strategy recommendations to middle market team when needed
  • Supports corporate initiatives related to marketing and placement of business
  • Increase client satisfaction, streamlining workflows and / or reduce internal expense
  • Work closely with the BU Leadership Team to define and drive the IPS transformation strategy and service offering
  • Map client organization, reach out to new business units, create a sales strategy for developing new business opportunities

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