Client Service Officer Resume Sample

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Lindsay Sawayn
19417 Davion Points,  Houston, TX
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Work Experience


Senior Client Service Officer
05/2017 - PRESENT
San Francisco, CA
  • Address all client requests/inquiries, liaising with all the other bank service providers and interface with back office operations to ensure smooth processing and timely resolution
  • Work with Market Leaders and PCAs to provide exceptional value-added client relations. Serves as primary contact with clients for Bank deposit products and services
  • Participates in selling Bank products and expanding client relationships. Identify and develop cross-sell opportunites by assessing needs through service-focused client contact. Refer to PCA when appropriate
  • Preparation, control and maintenance of Know Your Client (KYC) and account opening documentation. Liaision with clients in order to assist PCA in performing KYC for new, exisiting and prospective clients
  • Process and approve client deposits, transfer, wires, loan advances, etc
  • Working knowledge of the Bank’s Commercial Credit related products and services
  • Thorough knowledge of the Bank’s monitoring and compliance requirements including Anti Money Laundering requirements
  • Thorough knowledge of the Bank’s business related products and services
  • Knowledge of Corporate Banking, related products, Cash Management, Payments and processes
Client Service Officer
05/2014 - 11/2016
Boston, MA
  • Responds to various complex operational issues for internal and/or external customers
  • Identifies operational improvements
  • Reviews and analyzes daily reports and makes recommendations as necessary
  • Resolves escalated issues from internal and external customers
  • Maintains thorough knowledge of unit policies, procedures, standards and workflow
  • Manage client expectations by influencing others who support service to assist in meeting client’s needs
  • Execute client instructions and respond to inquiries. Access appropriate team resources for help on more complex issues
Assistant Client Service Officer
08/2009 - 12/2013
Boston, MA
  • Has a passion for direct contact with clients (e-mail, phone, face-to-face visits)
  • Is strong entrepreneurial
  • Is a problem solver and continuously looks for structural solutions
  • Is analytical with good sense for details
  • Is motivated by working in a complex (and international) environment
  • Takes initiatives to continuously improve the processes and client satisfaction
  • Is a good and engaging communicator

Education


Strayer University - Virginia Beach Campus
2004 - 2008
Bachelor's Degree in Accounting

Professional Skills


  • Excellent communication skills : verbal and written
  • Excellent written and oral skills in Spanish is mandatory
  • Demonstrate strong banking knowledge and utilize risk management controls during each interaction
  • Around 3 to 5 years of working experience in sales/hotline field, work experience in insurance industry is an advantage
  • Attentive to details, well-organized with good problem solving skills
  • Good interpersonal skill with attention to details, with a passion for customer centricity, being a good team player
  • This role operates within an office environment with minimal exposure to discomfort or risk of ill health

How to write Client Service Officer Resume

Client Service Officer role is responsible for interpersonal, customer, microsoft, english, finance, credit, analysis, government, chinese, basic.
To write great resume for client service officer job, your resume must include:

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

Contact Information For Client Service Officer Resume

The section contact information is important in your client service officer 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 Officer Resume

The section work experience is an essential part of your client service officer 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 officer 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 officer position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Client Service Officer resume experience can include:

  • Good Microsoft Office skills including Excel, Word and Outlook
  • Team player, highly motivated and self-driven with strong communication and interpersonal skills
  • Good interpersonal skills, self-initiative with a passion for customer centricity
  • Good command of spoken and written English and Chinese & PC skills
  • Excellent PC skills (especially Microsoft Word and Excel)
  • Solid communication skills and decision-making capabilities

Education on a Client Service Officer Resume

Make sure to make education a priority on your client service officer 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 officer 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 Officer Resume

When listing skills on your client service officer 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 officer skills:

  • Strong analytical, tactful interpersonal and presentation skills - Good problem solving skills
  • Excellent oral and written communication skills, along with strong presentation skills
  • Strong interpersonal and analytical skills and a good team player who does not operate in silo mode and able to work positively with multiple functional units
  • Demonstrate good customer service, communication, negotiation and interpersonal skills
  • Strong attention to detail. Strong PC skills with technical proficiency in MS Word, Excel, and Access
  • Display well developed ability to schedule work, managing time effectively and prioritizing accordingly

List of Typical Experience For a Client Service Officer Resume

1

Experience For Senior Client Service Officer Resume

  • Good knowledge of banking products and services, operations and procedures - Patient with excellent customer service attitude
  • Establish relationships and partner effectively with various groups including sales, service, operations, and compliance
  • Working experience in complaint handling or customer services in banking and finance industry
  • Strong understanding of the financial industry and its regulatory framework
  • Experience in customer service or banking is benefit
  • Working experience in financial institution (role in Private Bank would be an asset)
  • Essential – previous experience of managing multiple, high volume requests
2

Experience For Assistant VP Client Service Officer Resume

  • Receive, validate and execute customer instructions on funds transfers, money market or securities purchases and sales (consistent with MIFT Policy)
  • Preparing submissions and setting client budgets
  • Ongoing training and support
  • Finalising Statements of Advice (SOA’s)
  • Monitoring facility utilisation
  • Ensuring best service
  • Reviewing, supplementing and releasing client instructions under consideration of the deadlines
  • Maintaining existing relationship
3

Experience For Senior Tax Client Service Officer Shift Resume

  • Preparing pipeline tracking repor
  • Processing client’s daily bank transactions
  • Ensuring completion of documentation
  • Obtaining ancillary business from clients
  • Preparing customer complaint register
  • Contributing to process improvements
  • Initiate transaction order from customers (internal transfer, deposit booking, fx booking and loan booking)
  • Preparation, forwarding and controlling of rights claims in terms of transactions over the ex-date
  • Management of a complex work and client caseload, providing timely and accurate processing of financial transactions to Service Centre clients
4

Experience For Affluent Client Service Officer & Team Lead Resume

  • Consistent with country's legal framework, process transactions, including deposits, withdrawals, additions, payments and special service transactions
  • Work in partnership with the Private Banker team including AB & CAO to address the financial needs and expectations of the client
  • A background in financial planning or financial services
  • Take ownership of client servicing issues and facilitate their resolution
  • Support the Manager and Team Leader in providing assistance and advice to other members of the Registration Development Services team
5

Experience For Senior Tax Client Service Officer Resume

  • Provide clients with a range of services including coronial updates, interstate change of name updates and procedures
  • Provide information and advice to customers and stakeholders, including preparation of follow up correspondence, complex correspondence and complaints
  • Update project documentation, including registers, which support delivery of projects in compliance with agreed upon project management methodology
  • Sound background in banking products and services in particularly global transaction services
  • Knowledge of Full custody GSO products, such as Clearing & settlement, Asset Services, Tax
  • Knowledge of the client set-up and the service agreements, including knowledge of the respective terms and conditions
6

Experience For Defined Contribution Client Service Officer Resume

  • Assist Banking Team in preparation of client trips and client visits
  • Accountability, flexibility and adaptability to changing circumstances
  • Proficiency and aptitude in utilizing systems, Office, web based and other desktop applications
  • Knowledge and understanding of customer sales and service
  • Flexible working conditions
  • Execute instructions to client requests for foreign drafts, official checks, traveler's checks and authorized requests for internal, domestic and foreign US $ and FX funds transfers
7

Experience For AVP Client Service Officer Resume

  • Open, link, and close accounts. Assist the Private Banker to obtain approval on account openings, independently reviewing all documentation and linking all client accounts to the appropriate relationship
  • Follow-up on the resolution of investigations on client inquiries related to client standards
  • Risk Assessment: Thorough understanding of Citi’s policies and procedures as well as applicable consumer regulations and capability of ensuring that team members have same understanding and adhere to policies, procedures and regulations
  • Risk Assessment: Thorough understanding of Citi’s policies and procedures as well as applicable consumer regulations and capability and adhere to policies, procedures and regulations
  • Perform responsibilities through proficient use of the following Citi applications including WINS, Citismart, Eclipse, One Source, and Flexcube
  • Responsibility for maintaining MIS and KRI’s
  • Oversees the successful local relationship with a client by understanding the client’s service needs and gaps in delivery
  • Act as client advocate, consistently highlighting client’s perspective inside Citi at the local country level
  • Provide dedicated support to client’s specific tax enquiries
8

Experience For CIB Treasury Services Client Service Officer Resume

  • Deliver wealth management services to CPB UHNW, HNW and LFG clients with guidance from the Banker teams
  • Opportunity to develop subject matter expertise of global tax services within a dynamic operations environment
  • Work with Regional CACSU teams to build awareness of market practice and open issues to enhance ‘follow the sun’ model
  • Perform responsibilities through proficient use Citi applications
  • Process client credit card applications
  • Interact directly with ICG Customers for all day to day business. Interface with Branch ops team to research and resolve Customers’ issues, to handle complaints and investigations
9

Experience For Fund Client Service Officer Resume

  • Respond in a professional manner to the Customers’ inquiries for balances and transactions details, provide information on FX time deposit rates based on standard Treasury rate
  • Provide Customers with assistance on products, services and documentation. Active participation in cross-selling (identify the appropriate products with customer’s activity)
  • Ensure that all customers’ documents are properly filled and MIFT controls are properly performed/ evidenced on the Customers’ instructions prior to be scanned to HQ OPS units/ RPC
  • Perform responsibilities through proficient use of the following Citi applications: WINS, Citismart, Workstation, Eclipse, One Source, Office Communicator, and Flexcube
  • Perform responsibilities through proficient use of the following Citi applications: WINS, Citismart, Workstation, Eclipse, One Source, Office Communicator, Transact and Flexcube
  • Around 2 years of working experience in customer service/hotline field, experience in insurance industry is an advantage
  • Proven experience in Trade and Client Service
10

Experience For Senior Client Service Officer Corporate Card Member Team Resume

  • Parameterize, maintain and monitor the reporting for the client in the relevant systems, according to the clients’ requests
  • At times, depending on client, act as their ‘Single Point of Contact’ for all their queries globally
  • Assist in cross-selling of bank’s full range of products and services where relevant in daily contact with clients
  • Dioploma or above in Business Administration or other related disciplines
  • ANZII or FRMI qualification is an advantage
  • Participate on a team (3) of Account Managers assigned to support Transaction Banking’s top clients, where focus is to protect and grow client relationships
  • Manual Payment Processing (MPP) Process
  • Melakukan cross selling produk bank lainnya

List of Typical Skills For a Client Service Officer Resume

1

Skills For Senior Client Service Officer Resume

  • Upload an up-to-date resume which clearly details their skills and experience as relevant to this role
  • Superior investigative and analytical skills with proven ability to understand and interpret statistics and metrics
  • Has the required influencing and persuasion skills to assist colleagues
  • Communicate effectively with clients and their stakeholders
  • Securities experience or work equivalent experience
  • Robust organisation skills
2

Skills For Assistant VP Client Service Officer Resume

  • Respond effectively to all client requests, coordinating appropriately with the Senior CSO and other members of AB’s Defined Contribution management
  • Prioritize and manage workflow to ensure efficiency and effectiveness
  • Work closely with DB’s middle office Operations, Vendor Groups, and other internal areas to effectively research and resolve complex client inquiries
  • Develop good working relationships across the organization
  • Good knowledge of the mutual fund industry in Europe would be considered as an asset
3

Skills For Senior Tax Client Service Officer Shift Resume

  • Good knowledge of the regulatory and statutory requirements in connection with mutual funds would be considered as an asset
  • Strong demonstration of BMO’s Our Way Model
  • Experience within a Client Service role, preferably within the Financial Services Industry is mandatory
  • Advanced skill level with all Microsoft Office applications, particularly PowerPoint
  • Previous relevant direct & global custody experience is essential
  • With experience for 5 years in securities services, familiar with Taiwan Securities Market
  • Good knowledge of cash management domestic, X-border, VISA related agenda; basic knowledge of loan products, FX and trade products
4

Skills For Affluent Client Service Officer & Team Lead Resume

  • Good level of English,
  • Liaise and work across FACS Divisions and non government stakeholders to ensure effective interface between program development, planning and service delivery
  • Strong sense of risk and control
  • Good in Microsoft office and other data analysis tools
  • Identifying and requesting outstanding information from clients, advisers and third party providers
5

Skills For Senior Tax Client Service Officer Resume

  • Monitoring incoming and outgoing correspondence to clients, advisers and third parties
  • Assisting clients with queries about their SMSF including compliance issues, set-up, contribution caps,investment restrictions, legislation impacts
  • Working knowledge of the Equities, Fixed Income and Cash markets in Australia and New Zealand=
  • Working closely with fund administrators to solve client queries and service issues
  • Assisting clients and advisers with the use of the SuperIQ system to help them make the most of their SuperIQ products and services
  • Identifying opportunities to introduce and explain the features and benefits of the linked services in the range
  • Handling complaints as per the Complaints Policy
  • Escalating issues to the Team Leader where appropriate
  • Providing administrative assistance to our team of analysts, senior analysts, managers and Directors
6

Skills For Defined Contribution Client Service Officer Resume

  • Licensing: Series 7/63 (All new hires are required to obtain Series 7/63 licenses)
  • Licensing: Series 6/63 or 7/66
  • Licensing: Series 7 and 66/63 (All new hires are required to obtain Series 7 and 66/63 licenses)
  • Licensing: Series 7/63 or 7/66
  • Working knowledge of SWIFT, RTGS, Direct Entry, BPay, Cheques
  • Licensing: Series 7/63
7

Skills For AVP Client Service Officer Resume

  • Meeting Credit documentation related requirements within approved guidelines - margin calls, top-ups, internal transfers etc
  • High level of competence in resolving complex matters with clients incorporating legislation and/or policy obligations
  • Problem resolutions relating to cash management, research and order processing for clients
  • Assist in training new hires and developing more junior staff members
  • Proficiency and aptitude in utilizing systems, MS Office, web based and other desktop application
  • Current Working with Children Check (WWCC) Clearance
  • B Com or similar is required
  • Logical thinker and ability to solve problems through to complete finality
  • Knowledge of Citibank systems and processes is an advantage
8

Skills For CIB Treasury Services Client Service Officer Resume

  • Client centric personality and yet have a flair for operations
  • Delivers high service where client is offered solutions not just answers
  • Fluency in spoken and written English, other languages would be an advantage (Spanish, Russian, Arabic etc.)
  • Meet / exceed all timeliness goals (in accordance with Service Level Agreements)
  • Meet / exceed all quality goals (in accordance with Service Level Agreements)
  • Meet / exceed all productivity goals
  • Respond to two targeted questions below
  • Deliver wealth management services to CPB Law Firm Group clients with guidance from the Banker teams
  • Coordinate account maintenance for all products and reporting including address changes, telephone number updates, account status changes, rates and fee waivers
9

Skills For Fund Client Service Officer Resume

  • Deliver wealth management services to CPB HNW/UHNW clients with guidance from the Banker teams
  • Aboriginal and/or Torres Strait Islander persons who are culturally aware and responsive to the needs of Aboriginal people and communities (for Aboriginal and Torres Strait Islander roles only)
  • Work autonomously in the day-to-day delivery of administrative support services within the constraint of policies, procedures, guidelines, directives and deadlines
  • Create targets for enhancing and improving the client experience by actively developing relationships
  • Plan and organize efficiently (prioritize)
  • Develop and sustain local partnerships with other providers to build stronger communities
  • Exercise discretion and judgement when answering complex enquiries
10

Skills For Senior Client Service Officer Corporate Card Member Team Resume

  • Provide a consistently high quality service to customers, with sensitivity and discretion, in sometimes intense circumstances, without compromising legislation, policy and privacy restrictions surrounding amendment procedures
  • The reporting of any failed trades with reasons provided for failed settlement
  • Fails & Client Reporting – fails available on line via the Citi Velocity application
  • Meet funding needs of the various Citi entities/platforms (Swaps, FI, CGML)
  • Fail Management- Review and notify customers of failing trades. Work closely with the customer’s
  • Respond to client enquiries relating to the client’s day to day PB activity or to leverage the operational expertise of the Client Service Representative (CSR) within Market Operations (MO)
  • MO provides a central dedicated day-to-day point of contact at Citi for the majority of the clients operational service needs partnering with Client Executives, and Citi support teams and the client to enhance client satisfaction and experience
  • Address trade handling exceptions for our client’s activity where they have given up their trades to Citi PB
  • Provide clients with connectivity to our platform to facilitate the processing of cash wires in and out of the clients’ accounts. (Clients are responsible for the creation of Wires and sending them in electronically to Citi

List of Typical Responsibilities For a Client Service Officer Resume

1

Responsibilities For Senior Client Service Officer Resume

  • Strong IT skills - PC OS Windows, MS office knowledge
  • Risk Awareness (effectively manages, risk and compliance related situations in his/her area)
  • Establish an excellent relationship with Client Relationship Managers and client’s operational teams to ensure consistent support and client satisfaction
  • Coordinate the trailer fees run with the TA, control and validate trailer fees details before payments are released
  • Call center experience (4+ years)
2

Responsibilities For Assistant VP Client Service Officer Resume

  • Good knowledge of Trade and Cash products and Client Servicing
  • Experience in financial institution
  • Knowledge and experience of Private Bank as an assets
  • Relevant 5-7 years of experience in the financial services industry is preferable
  • Preferable Tax/Financial Services experience (2-3 years preferable)
  • Preferably with 1 year experience in insurance industry
3

Responsibilities For Senior Tax Client Service Officer Shift Resume

  • Primary contact for Citi’s most complex clients for quality Cash service delivery; owns the client’s end-to-end service experience
  • Bank operations experience
  • Visiting Clients and providing training and support in person
  • Liaising and working with credit administration and other department to ensure a seamless process floe for credit activities
  • Prompt preparation, forwarding and controlling of client instructions in terms of capital transactions under consideration of the deadlines
  • Provide advice and/ or make appropriate referrals to assist clients with complex support and housing needs in accessing appropriate support services
4

Responsibilities For Affluent Client Service Officer & Team Lead Resume

  • Clarification of unsettled trades pertaining to the client, the counterparty and/or the depository
  • Prompt and competent processing of client inquiries via Q-Track, fax, SWIFT and the telephone
  • Receive and handle incoming queries via phone and email
  • Provide Level 1 technical support for CitiDirect Online Banking Platform
  • Accurate and timely logging of all client service interactions in CitiService workflow tool
  • Manage payment referrals, repairs and other issues relating to client instructions
  • Assist sales channels and clients with regards to account opening and KYC questions
  • Familiarity with banking laws and regulations
  • Fast learner for On-job-Training
5

Responsibilities For Senior Tax Client Service Officer Resume

  • Availability for training abroad
  • Ensures that all WMG banking policies and procedures are followed. Performs all technical functions accurately and in timely manner
  • Participate in client “pitch” meetings, as requested by Sales, to provide insight to our service model and foster the client’s relationship with MUFG
  • Develop a management career within Citi Service Centre, Poland
  • Quick kills and complex inquires
6

Responsibilities For Defined Contribution Client Service Officer Resume

  • Act as first point of escalation
  • Signature verification and call backs
  • Attend service reviews/touch points
  • Meet sales target, ensure smooth daily operation and sales process
  • Develop a thorough understanding of AB’s Defined Contribution implementation model and servicing policies, operational processes, drivers of client satisfaction and cost. Suggest changes to improve client satisfaction and reduce costs
  • Be familiar with all client deliverables managed by others within AB’s Defined Contribution team such as quarterly performance reports and participant fact sheets
7

Responsibilities For AVP Client Service Officer Resume

  • Menjaga dan memeprtahanakan hubungan dengan nasabah yang sudah ada
  • Menjalankan transaksi nasabah secara harian
  • Memastikan telah melakukan dokumentasi dengan sempurna
  • Menggali potensi bisnis tambahan dari nasabah
  • Memastikan memberikan pelayanan yang baik
  • Berhubungan dan bekerjasama dengan bagian kredit admintrasi dan bagian lain untuk mendapatkan proses yang lebih baik sehubungan dengan kegiatan aktivias kredit
  • Membuat laporan untuk status terkini dari pipeline
  • Melakukan pencatatan atas komplain nasabah
8

Responsibilities For CIB Treasury Services Client Service Officer Resume

  • Ensuring that Deutsche Bank’s business strategies are followed and implemented, including the retention of existing business and working with Sales team in pursuit of new business and cross-selling opportunities
  • Participate on a team assigned to support Transaction Banking’s top clients, where focus is to protect and grow client relationships Interfaces with target clients & internal service partners to advocate client needs and solutions
  • Taking in, examination (e.g. HRMP) of client instructions, transfer of the instructions into DB format (Sheets) and forwarding to the responsible department under consideration of the respective deadlines
  • Proactive client-specific transmission of information to the client
  • Prompt and competent clarification of client complaints
  • Supervision of holdings and instructions in the case of capital instructions, including following up on outstanding client instructions and supervising the receipt of missing client instructions
  • Documentation of client communication (Q-Track , E-mail
  • Supervision and prompt clarification of short positions on the part of the client
9

Responsibilities For Fund Client Service Officer Resume

  • Identification of the need for client visits, their initiation and where necessary, participation
  • Possible ownership of processes and partial processes
  • IS Account Management for escalations (Business)
  • Provide absolute "one-stop shopping" customer service experience. Accountable for the servicing and operational customer experience across departments throughout the organization. Strong knowledge of banking systems and the organization to be able to implement customer service strategy independently
  • Train and coach new employees. Act as a resource to other Customer Service Representatives
  • Coordinate with partners in other regions and LOBs to ensure partnership in global KYC initiatives
  • Serve as point of contact for AML Ops, GFCC and relevant approvers in client outreach document requests
  • Review the industry group client's GCI hierarchy looking for inactive accounts to be closed, linkage errors within client structures, merge/purge of GCIs, other coordination with DMO (including ensuring DMO completes updates of information)
  • Coordinator in tracking remediation against Flood and other challenges
10

Responsibilities For Senior Client Service Officer Corporate Card Member Team Resume

  • Cross selling other products of the bank
  • Escalation point for GTS outages or performance issues
  • Facilitate documentation requirements across ISDAs, Trade, Parent Guarantee or LoCs
  • Escalate service issues as appropriate
  • Adhere to company policies and procedures, regulatory and legislative

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