Client Service Representative Resume Sample

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Augusta Lakin
1556 Niko Rest,  San Francisco, CA
+1 (555) 564 2524

Work Experience


Senior Client Service Representative
08/2016 - PRESENT
Chicago, IL
  • Handle inbound and outbound calls
  • Provide excellent customer experience
  • Acts in a leadership role for client service associates and client service representatives and is able to facilitate
  • Responds to client and partner inquiries by providing the requested information or referring the inquiry to the appropriate area for resolution
  • With minimal supervision acts as the initial contact for complex client or partner inquiries for bank products and services
  • Communicates with clients and partners regarding bank products and services by providing in-depth information
  • Initiates client and partner communication to add value to the relationship and serves as a subject matter expert
Client Service Representative
11/2013 - 06/2016
New York, NY
  • Inputs data into the appropriate software for vendors/carriers/clients within required time frame
  • Maintains a high level of professionalism and good rapport with co-workers and members of management
  • Maintain open lines of communication with other employees and members of management in regards to any problems, complaints, incidents, etc. immediately
  • Maintain compliance with company policies and procedures
  • Performs work in accordance with the training and direction provided and adheres to facility specific procedures
  • Conduct data entry, in our proprietary software application, of patient, billing, and shipping information of all requests received within 24 hrs
  • Review and Correct data entry of patient, billing, and shipping information
  • Review medical records being released for accuracy
Assistant Client Service Representative
03/2011 - 08/2013
Houston, TX
  • High-level attention to detail in each transaction is essential
  • Recognised SME in the full life cycle of Portfolio Accounting, Pricing, Reconciliations (Stock and Cash) and Performance Measurement
  • Assist in drafting documents for client distribution: RFPs, presentations, renewal documents, etc
  • Relevant work or internship experience
  • Researches, communicates and accurately resolves basic customer service needs according to the commitments and standards set forth by the department
  • Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to the processing of wires and fund transfers, bill payment, cash movement, updating client databases, preparing required documentation, maintenance of accurate and complete account records, imaging of documents, and researching of client issues
  • Maintains a strong knowledge of the various business applications critical to client and account servicing, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing
  • Work with Advisors, brokers and clients to provide service from pre-sale to issue
  • Daily processing of transactions related to our products

Education


Herzing University - Birmingham Campus
2005 - 2010
Bachelor's Degree in Business

Professional Skills


  • Customer service experience - Outstanding phone skills - Demonstrate both communication and interpersonal skills - Quick learner - Attention to detail - Positive attitude and commitment to client and quality focus
  • Highly developed interpersonal skills, organization skills and problem solving skills
  • Excellent listening skills, written and verbal communications skills. Flexible, dependable and conscientious
  • Problem solving skills, detail orientation and good analytical skills
  • Demonstrate strong interpersonal and communication skills, while working with diverse audiences
  • Possesses excellent verbal and written communication skills. Ability to prioritize multiple tasks
  • Strong multi-tasking, prioritizing and organizational skills

How to write Client Service Representative Resume

Client Service Representative role is responsible for interpersonal, computer, customer, organizational, microsoft, clients, analytical, excel, telephone, basic.
To write great resume for client service representative job, your resume must include:

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

Contact Information For Client Service Representative Resume

The section contact information is important in your client service representative 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 Representative Resume

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

  • Excellent written and verbal communication and interpersonal skills and outstanding negotiation skills
  • Effective interpersonal skills and the ability to establish strong "rapport" with clients
  • Excellent ability to prioritizes tasks, and effectively manage time
  • Good organizational skills and ability to prioritize own workloads without local supervision
  • Possess a working knowledge of technology and be able to operate in an environment requiring immediate computer skills
  • Work in a fast paced, multi-faceted position using solid communication, research, and problem solving skills

Education on a Client Service Representative Resume

Make sure to make education a priority on your client service representative 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 representative 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 Representative Resume

When listing skills on your client service representative 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 representative skills:

  • Effective communication skills, both written and verbal, with superior telephone technique skills
  • Effective verbal and written communication skills and interpersonal skills
  • Good numeracy skills. Experience with basic bookkeeping is an advantage
  • Strong relationship-building skills; ability to build rapport and create a personalized experience for our clients
  • Proven ability to prioritise and organize, with meticulous follow-up skills
  • Excellent ability to understand the scope of each project, prioritizes tasks, and effectively manages time

List of Typical Experience For a Client Service Representative Resume

1

Experience For Senior Client Service Representative Resume

  • Proficient computer skills. Strong organizational skills
  • Communicate effectively with verbal and written skills both English and Japanese
  • Strong problem solving skills; probes data and offers suggestions and ideas on how to tackle issues
  • Organize work effectively, prioritize objectives, and exercise judgment based on an understanding of organizational policies and activities
  • Attention to detail and strong comprehension skills for processing and quality control of client transactions – such as applications, redemptions, maintenance
  • Strong time management, communication, attention to detail and critical thinking skills
  • Good communication skills for working with clients and team members
  • Proficient Microsoft Office and strong key-boarding skills
2

Experience For Client Service Representative, Consulting Resume

  • Strong problem solving skills. Probes data and offers suggestions and ideas on how to tackle issues
  • Excellent written and verbal communication skills. An exceptional telephone manner
  • Excellent people skills, able to mulit-task; multi-line telephone, copier, printer, fax etc
  • Excellent general IT skills and ability to learn Christie’s systems
  • Maintain excellent customer service skills and etiquette
  • Proven ability to effectively handle complex and escalated issues
  • Good computer skills particularly in Excel, Word and PPT
3

Experience For Temporary Client Service Representative Resume

  • Proven, exemplary customer service skills
  • Proven communication skills, ability to carry-on a positive conversation
  • Excellent verbal and written communication skills, highly organized, detail-oriented
  • Strong interpersonal skills and an ability thrive in a team environment
  • Good working knowledge and experience using Microsoft Office products
4

Experience For Lead Client Service Representative Resume

  • Prioritise workload while maintaining an effective balance between calls, projects and client follow-up
  • Proficient computer and typing skills, particularly in MS Outlook, Word, etc..
  • Prior work experience in a client servicing role preferably in finance sector
  • Effectively work with relevant hospital departments to improve practice billing operations
  • Use time efficiently and effectively and remain customer service oriented while handling large volumes of customer inquiries
5

Experience For Senior Client Service Representative, Custody Resume

  • Excellent computer/database skill set
  • Use Cisco tools and processes to effectively manage the Cisco asset information for customers
  • Utilize relevant technology solution to effectively and efficiently manage client deliverables
  • Knowledge and skills(general and technical)
  • Manage the issue resolution process, meet quality and timing objectives, and effectively communicate resolution of issues
  • Support the enrollment portal process, meet quality and timing objectives, and effectively communicate resolution of issues
  • Computer literate with basic typing skills
  • Good team spirit, communication and interpersonal skill
6

Experience For Associate Client Service Representative Resume

  • Communicate effectively with clients and internal staff via telephone and
  • Utilize relevant internal technology solutions to effectively manage inquiries and client demands
  • Utilize relevant internal technology solutions to effectively manage client inquiries
  • Skills – Office/Excel/Powerpoint/Visio
  • Validating and Netting customer demand
  • Building and maintaining good relationships with clients and business partners
  • Working knowledge of computer systems and experience using Microsoft Office (Excel and Word) required
  • Acting as the role model and trainer for less experienced Team members
  • Prioritizing requests, issue resolution and deliverables
7

Experience For Area Client Service Representative Resume

  • Troubleshooting and analysis experience
  • Assist in coaching and up skilling other members of the team when required and report any training gaps identified to the Team Lead
  • Develop strong working relationships with client base, instilling a level of trust and confidence in our clients and their perception of our service team
  • Strong understanding of the financial markets, the banking industry and AML regulations
  • Experience in banking and handling safe deposit boxes
  • Uncovers payroll needs, sources the cause of issues through effective probing techniques and provides corresponding resolutions
  • Assist in coaching and up skilling of team members as and when required
8

Experience For Markets FX Prime Brokerage Client Service Representative VP Resume

  • Maintain a solid understanding of all product knowledge and underwriting guidelines as it relates to tenants insurance
  • Research data regarding account and billing information to validate and confirm debts owed
  • Strong understanding of the securities industry and knowledge of securities pricing instruments such as equities, fixed income, options and futures, etc
  • Experience working with other products including FX, OTC Derivatives, Futures and Options
  • Or more management experience in a customer facing environment. Working independently desirable
  • Develops a strong knowledge of the various business applications critical to client and account servicing, including clients on-line tools
  • Experience of working in a global multi-cultural environment; comfortable dealing with multiple internal and external stakeholders to achieve results
  • Or more management experience in a customer facing environment ideally working independently
  • Champion a positive experience for our clients while assisting them and interacting with the market and other providers
9

Experience For Technical Client Service Representative Resume

  • Demonstrated understanding of financial markets, trading and risk management
  • Experience working with Partners and comfortable understanding the business of our partner companies – from all operational aspects
  • Experience in a customer facing multi-cultural environment and working independently
  • Or more management experience in a customer facing environment, working independently
  • Develops a strong knowledge of the various business applications critical to client and account servicing, including client¿s on-line tools
  • Job experience working at a veterinary practice
  • Establish good personal and working relationships with clients
  • Experience working in customer service or a call center environment
  • A can-do attitude with a flexible approach, able to multi-task and manage changing priorities
10

Experience For UK Client Service Representative Resume

  • Maintain a solid understanding of the core aspects of relevant Insurance and related legislations
  • Experience with Insurance, Patient, Medicaid, Medicare Billing
  • Maintain strong working knowledge of released products
  • Analyze, troubleshoot and provide evidence of issues related to systems interaction, networking, and application behavior
  • Experience in the financial industry is required, preferably managing securities data

List of Typical Skills For a Client Service Representative Resume

1

Skills For Senior Client Service Representative Resume

  • Demonstrated effective problem resolution and analytical skills
  • Great research, probing, and problem solving skills to find effective solutions
  • Prioritization skills in balancing the needs of internal/external customers
  • Good problem-solving and “triage” skills
  • Effective problem solving skills
  • Excellent phone etiquette and listening skills
  • Demonstrable experience using excel skills
  • Strong research, communication and writing skills are required
  • Good follow-up and communicative skills in working with prospects and clients
2

Skills For Client Service Representative, Consulting Resume

  • Strong research, interpersonal and writing skills are required
  • Strong active listening skills, and highly self-motivated
  • Excellent listening and communication skills: both verbal and written
  • Be able to perform VoIP review on routers and have good understanding on Call Center infrastructure (Agents, Skills, Call Flow, IVR)
  • Excellent communication , technical presentation skills and training on new services or technologies to customer or internally
  • Strong English written and verbal communications, analytical and problem solving skills
  • Excellent Communication skills, fluent in German & English language (oral & writing), additional language would be beneficial
3

Skills For Temporary Client Service Representative Resume

  • Payroll processing experience a strong asset and/or business administrative support experience
  • Excellent communication skills, including superior professional written and spoken communication
  • Strong communicator who can effectively process constructive feedback while always keeping the corporate and end user goals in mind
  • Applies problem solving skills based on precedence and experience
  • Strong organizational skills and ability to meet tight deadlines
4

Skills For Lead Client Service Representative Resume

  • Computer knowledge and excellent phone skills required
  • Demonstrated telephone and communication skills
  • Strong computer skills: MS Word, Excel, and Outlook
  • Strong Organization and time management skills. Intuitive & logical thinker
  • Excellent verbal and written communication skills / Ability to communicate at all levels of the organization
  • Demonstrated history providing excellence in customer service, communication and listening skills
  • Excellent analytical skills with ability to come up with innovative solutions to problems
  • Good quantitative/analytical skills
5

Skills For Senior Client Service Representative, Custody Resume

  • Be a self-starter; problem solver with good time management skills
  • Proven skills in all CLEAD
  • Lead stakeholders through transformation and strong change management skills
  • Demonstrated peer leadership/team influence skills
  • Advanced Excel skills with a proven ability to build macros
  • Strong customer-service mindset and skills
  • Excellent communication skills – e.g. oral and written
  • Outstanding communication, listening and analytical skills both in-person as well as over the phone when dealing with customers at all levels
  • Listening and critical thinking skills
6

Skills For Associate Client Service Representative Resume

  • Outstanding communication skills – both verbal & written
  • Team working skills, be able to quickly understanding the business and emergency changes, be able to manage customer expectation
  • Intermediate to advanced software skills, particularly with programs such as Excel and other Microsoft Operating Systems
  • High level working excel skills
  • Proficient Portuguese language skills (verbal, written, and reading) required
  • Proficient Spanish and or Portuguese language skills (verbal, written and reading) required
  • Proficient English Language skills (verbal, written and reading) required
7

Skills For Area Client Service Representative Resume

  • Effective multitasking and prioritization of time and work
  • At least one year of proven past experience helping customers/clients
  • Evidence of previous troubleshooting experience
  • An ability to work independently and as a team. Computer skills using Microsoft Outlook, Word, PowerPoint and Excel required
  • Communicate effectively, courteously, and professionally orally and in writing
8

Skills For Markets FX Prime Brokerage Client Service Representative VP Resume

  • Experience in maintaining clients, high client happiness results and overall client advocacy or equivalent experience
  • Prior experience making outbound calls
  • Basic problem-solving skills: Understand when there is a problem and escalate as required; follow procedures to solve routine and often repetitive issues
  • Client-service skills: Ability to help retain clients by handling client queries and complaints in a helpful and professional manner
  • Demonstrates ability to operate within an automated environment
  • Advanced Excel skills preferable
  • Basic SQL skills preferable but not essential
9

Skills For Technical Client Service Representative Resume

  • The ability to focus on the customer's needs & effectively multi-task
  • An attention to detail, organizational and problem resolution skills
  • Superior customer focus and interpersonal skills
  • Electronic medical records computer skills
  • Communicates effectively and confidently with all clients
10

Skills For UK Client Service Representative Resume

  • Is proficient in basic computer skills
  • Effectively interact with clients and departments within an organization
  • Communicate effectively, actively listen and follow-up with questions and updates to involved parties
  • Superior customer focus and interpersonal skills
  • Superior interpersonal skills with ability to work with other departments, as well as clients
  • Work experience in personal lines insurance Relevant industry practice or Line of Business experience
  • Follow up/follow through skills required
  • Negotiation skills with Customer & Providers about temporal solutions and maintenance windows
  • Prior CSR experience in the medical profession

List of Typical Responsibilities For a Client Service Representative Resume

1

Responsibilities For Senior Client Service Representative Resume

  • Excellent communication skills - verbal and written - including grammar
  • Detail oriented, ability to multi-task, excellent time management and follow up skills
  • Strong written and verbal communication, interpersonal and customer service skills
  • Effectively prioritize tasks and resolve client needs
  • Very detail oriented, ability to multi-task and excellent follow-up skills
  • Proven ability to effectively handle client issues and only escalate when necessary
  • Prioritize effectively, multitask, and manage time appropriately with a keen attention to detail
  • Utilizing relevant internal technology solutions to effectively manage inquiries
  • Maintain and ensure data quality and accuracy for client files such as Security Master, Pricing, and Corporate Actions are processed timely and effectively
2

Responsibilities For Client Service Representative, Consulting Resume

  • Knowledge of internal policies and procedures in order to effectively execute processes
  • Customer focused with positive attitude & communication skills
  • Prior work experience in a client servicing or legal documents analysis role
  • Prior investment or operations related experience
  • Solid understanding and exposure to financial service/trading industry
  • Solid Understanding of trading platforms
3

Responsibilities For Temporary Client Service Representative Resume

  • Multi-tasking:Ability to complete multiple tasks by using multiple systems (Homenet, Dataload, Salesforce, etc) to get to effective and efficient resolutions
  • Participates in testing and validation of services and system upgrading
  • Proven ability to work in a fast moving environment
  • Or more experience in a related role, delivering IT services to internal or external customers
  • Experience in Financial Services, preferably in a client-facing support role
  • Experience processing client service requests a full service retail brokerage environment
4

Responsibilities For Lead Client Service Representative Resume

  • Demonstrates working knowledge of esmartlog, smartlink, rep on line and other work tools and software
  • Maintains equipment in excellent operating condition (inside and out) and troubleshoot equipment issues with assistance from the Help Desk department
  • Demonstrates courtesy and professionalism on the telephone while adhering to the guidelines of First Call Resolution
  • Operate office equipment including computers, fax machines, copiers, and multi-line phone system
  • Good overall understanding of internal/external clients and relationships
5

Responsibilities For Senior Client Service Representative, Custody Resume

  • The voice of the Partner by leading the engagement with internal cross-functional teams to improve partner experience
  • Builds constructive and effective relationships with internal and external parties, using diplomacy, respect, and tact
  • Cash handling experience
  • Good in data processing and detailed oriented
  • Has 0-5 years of similar experience in the insurance industry, preferably on the brokerage side marketing multi-line business in the commercial middle market
  • Previous experience of working in a credit card acquisition related role would be desirable
  • Experience working in a sales support/administrative capacity
  • Prepares customer confirmation documents at least 30 days prior to their training event
  • Assists with ensuring all required paperwork is received from customers prior to their arrival
6

Responsibilities For Associate Client Service Representative Resume

  • Ensures that training packets are prepared for customers prior to their arrival
  • Experience driving cross-functional and/or global initiatives
  • Experience interacting with institutional investors, particularly with respect to their asset management needs
  • Three or more years’ experience in a related role, supporting IT services to external customers
  • Experience of working successfully in a process-oriented environment, knowledge of continuous service improvement methods is desirable
  • Experience in a call centre / client-facing environment
  • Experience in navigating various client databases or HR/payroll systems simultaneously
7

Responsibilities For Area Client Service Representative Resume

  • Experience in a call center / client-facing environment
  • Payroll knowledge with an understanding of Canadian legislation a strong assest
  • Solid understanding of the medical surgical industry with a comprehensive knowledge of customer service policies, practices and systems
  • Proven results in exceeding goals in areas of sales and service in a customer-centric, results-
  • Banking experience in branch operations
  • Previous experience working within a customer or client services environment
  • Strong Mathematical Competency including ability to understand percentages, balances, calculations, etc..
  • Demonstrate self-confidence and the ability to maintain composure in difficult situations
  • Experience in Client Services
8

Responsibilities For Markets FX Prime Brokerage Client Service Representative VP Resume

  • Cash experience
  • Manage and prioritize workload to meet individual SLA, KPI and Quality targets
  • Follow up customer enquiries and feedback with good quality standard
  • BS in Chemistry, Biology or Environmental Science and industry experience
  • Experience in the industrial hygiene industry is essential
  • One year or more of customer service or general clerical experience
9

Responsibilities For Technical Client Service Representative Resume

  • Previous reception or client service experience
  • Min 3 Year of Client Service Representative experience in a Bank or Credit Union
  • Technical experience in Network Operations and exposure with Cisco equipment’s - Cisco routers and switches
  • Proven ability to work in an environment committed to teamwork
  • Experience within a service environment that benchmarks against a Quality Service model
  • Details: 2+ years customer service experience
  • Experience with Microsoft Office Products (Word, Excel, Outlook). Solve problems and makes decisions, adept to client service, flexible and adaptable
10

Responsibilities For UK Client Service Representative Resume

  • Provide effective, efficient, timely and complete solutions to customers during issue resolution
  • Professional telephone manner & administrative experience
  • Experience in financial environment
  • Experience with Microsoft Office Suite (Word, Excel, Outlook, Power Point) and Internet
  • A self-starter with ability to prioritize your workload
  • Job related experience
  • Performing various bookkeeping and accounting consulting services for assigned clients using independent judgement and technical knowledge
  • Performing various bookkeeping and accounting consulting services for assigned clients using independent judgment and technical knowledge

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