Client Services Resume Sample

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Ansel Leannon
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Work Experience

Client Services Director
05/2015 - PRESENT
Los Angeles, CA
  • Define and execute Canada’s GTRF CS strategy and operating model, aligned with the global GTRF CS target operating model
  • Achieve the overall business objective of revenue growth through revenue retention, reduced sales time on service, proactive management of GTRF service performance and increased clients’ usage of self-serve solutions
  • Act as escalation point for CS Managers and ensure client satisfaction by leading the CS teams Canada to render consistently excellent and market leading service
  • Drive collaboration with Transaction Services, GSD (where applicable), Business Development, Relationship Management and other internal/ external units on service performance, initiatives and issues
  • Collaborate with the Country Head of GTRF Services and Global Head of GTRF CS in driving a culture of long term, high quality needs-based solutions for clients, setting a market leading standard for service and client experience
  • Drive adoption of global initiatives and practices for GTRF CS across Canada that enable globally consistent yet locally competitive, segmented service experience for clients (and the clients’ customers, applicable to RF), Premium and Standard, and develop and manage internal capabilities required to effectively deliver these propositions
  • Lead and ensure effective internal and external communication and sharing of CS strategies, initiatives, achievements and performance with key executive stakeholders
  • Ensure that the client is at the heart of everything we do both personally and as an organization by driving a client-centric culture
  • Lead and manage CS teams across Canada in the delivery of high quality service to clients, timely resolution of service quality issues, and implementation of preventative measures to protect service levels
Client Services
12/2008 - 02/2015
Houston, TX
  • Maintain Sales Recap and Inventory Avails
  • Serve as a host for Corporate Partners at Rangers games in assisting with on-field and promotional events
  • Assist with training and managing interns
  • Provide sales support and customer service as directed by corporate sales management
  • Perform some data entry, filing, making copies, etc
  • Managing, facilitating and repsonding to all Executive Client Relation complaints for Loan Services including Governtment complaints from the CFPB, OCC, AG, ect
  • CDIA data furnisher certified for FCRA
  • Accurately articulate in written form issues and solutions as it relates to complaints with loan and collections processes
  • Partner effectively with compliance, legal and Executive Cllient Relations personnel
Client Services Administrative Assistant
06/2004 - 07/2008
Los Angeles, CA
  • Represent Canada at relevant local/ regional/ global forums and act as a GTRF CS champion to ensure that key objectives are given appropriate priority within GTRF
  • Successfully deliver CS experience to GTRF Clients, both Premium and Standard through the CS team across Canada including client orientation in getting started with GTRF and ongoing service support
  • Review each direct report’s performance in accordance with HR timetable and agreeing upon objectives for each according to the company’s Performance Review Program
  • Work with Ad Operations to ensure clients’ ads are trafficked, monitored, and optimized
  • Prepare proposals for Rangers Corporate Partnership team
  • Prepare contracts and internals for Rangers Corporate Partnership team
  • Assist with contract fulfillment


Warren National University
1999 - 2004
Bachelor's Degree in Computer Science

Professional Skills

  • Strong organizational skills, detail-oriented and proven ability to prioritize work. Effectively utilizes time management skills
  • Strong presentation skills, writing skills, and experience developing RFPS
  • Strong computer skills, including Microsoft Excel skills
  • Superior communication skills including telephone, virtual methods, written, and verbal skills to effectively manage department activities
  • Proven experience employing problem solving skills
  • Excellent interpersonal skills and ability commitment to providing excellent customer service
  • Advanced skills with Microsoft Office Suite, internet research and web publishing skills

How to write Client Services Resume

Client Services role is responsible for interpersonal, organizational, customer, analytical, leadership, computer, business, microsoft, presentation, english.
To write great resume for client services job, your resume must include:

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

Contact Information For Client Services Resume

The section contact information is important in your client services 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 Services Resume

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

Representative Client Services resume experience can include:

  • Perform accurate and timely processing of credit bureau disputes received from credit reporting agencies and disputes received internally for accounts housed on ALS, CLS, Hogan, TSYS, ASF, and CACS/CAS systems
  • Strong problem solving skills, good organizational skills, strong customer support ethic, and strong
  • Strong programme management skills Strong organizational and planning skill sets
  • Excellent client focus skills with proven experience of delivery high levels of client service
  • Excellent, proven client relationship skills
  • Evidence of excellent organisational skills

Education on a Client Services Resume

Make sure to make education a priority on your client services resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client services 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 Services Resume

When listing skills on your client services 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 services skills:

  • Excellent communication and presentation skills (written and verbal); with strong influencing skills
  • Excellent leadership, influencing, organizational skills, communication, interpersonal and teamwork skills
  • Team building, supervisory skills, and mentoring skills
  • Experience growing client revenue (business development skills), and developing strong client/internal relationships
  • Good analytical, numerical and problem solving skills, with good attention to detail
  • Excellent interpersonal skills are mandatory. (Preferably demonstrable by experience in global setting)

List of Typical Experience For a Client Services Resume


Experience For Client Services Director Resume

  • Excellent written and verbal skills including strong presentation skills & proposal writing
  • Possess excellent judgement and creative problem solving skills, including negotiation and conflict resolution skills
  • Strong leadership skills, including coaching and development
  • Level One Support includes good problem-solving skills and understanding of the applications
  • Excellent technical troubleshooting/problem solving skills in a large complex systems owned by multiple teams
  • A methodical approach with good numeracy and problem solving skills

Experience For Client Services Supervisor Resume

  • Demonstrated problem solving, results orientation and analytical skills
  • Excellent communication, organization time management and problem solving skills
  • Excellent oral and writing skills in Dutch, French and English
  • Extremely strong troubleshooting skills for hardware and software in a corporate environment
  • Experience working effectively with Engineers, Client Services, field team and clients
  • Strong organizational skills – ability to juggle competing projects and deadlines for successful and timely completion

Experience For Client Services Account Manager Resume

  • Good influencing skills and team player
  • Understanding of Enterprise Account buying behaviors and styles and ability to modify personal behaviors and styles effectively
  • Outstanding interpersonal, written, and verbal communication skills required
  • Demonstrated experience in client and brand management developing and executing strategic programing
  • Proven experience with large data sets/feeds: manipulating, parsing, and normalizing large data
  • Relevant experience in securities servicing, including 1-2 years’ experience in a role requiring regular client interaction
  • Demonstrated problem solving, confidence and decision making ability to manage shifting priorities, demands and timelines
  • Substantial experience working in a client-facing environment, with a good track record of delivering services
  • Excel in a fast past, highly volatile environment; effectively managing multiple activities and meeting deadlines

Experience For VP, Client Services Resume

  • Promote and demonstrate a good working relationship with internal stakeholders ensuring regular feedback is provided to Team Manager
  • IT and business industry work experience, with experience in managing outsourcing vendors
  • Effectively assist clients in achieving their financial goals by actively referring Banner Bank products/services and to other specialists within the bank
  • The commercial acumen and drive to spot opportunities and the influencing and relationship building skills to be able to convert them
  • Extensive working experience with developing strong digital

Experience For Head of Client Services Resume

  • Experience assessing medical situations and determining estimated experiences based on terminology and diagnosis
  • Strong technical troubleshooting and problem solving experience
  • Liaise effectively with all sales support functions, including Traffic, Research, Programming, Creative, Digital and Revenue Management across all platforms
  • Meticulous and attention to details skills are required to ensure the accurate delivery and tracking of client servicing
  • Experience in the marketing and rating of insurance policies; or equivalent combination of education and experience
  • Accounting experience. Preferably with individual accounting, small companies or consolidated financial
  • Demonstrated effective negotiation and closing techniques, including issue resolution and escalation
  • Presentation skills, including hosting meetings in person and via telecom
  • Experience of working to deadlines and being able to prioritise workload

Experience For Client Services Technician Resume

  • Interact effectively with others including Senior Management
  • Communicate and present complex information effectively on the telephone demonstrating a professional tone, voice inflection and intonation
  • Expert level client services skills, comfort working with high level corporate clients and the ability to respond quickly to their needs
  • Excellent operating systems skill set in Windows environments; Microsoft Office super-user
  • Manage Service Impacting Incidents and the formal communications process effectively
  • Manage a team of Client Service Managers, ensuring skills and performance levels are consistent with commercial and operational requirements

Experience For Supervisor, Client Services Resume

  • Proficient in basic computer skills including
  • Strong knowledge and experience handling reports from Avaya
  • Good capability in building good teamwork and synergize with other departments
  • Proven experience simultaneously managing several multi-faceted projects
  • Market research and/or forecasting demonstrated experience, in the healthcare/pharmaceutical industry
  • Strong Scripting experience, e.g. shell scripts, Perl, PowerShell
  • Presentation and professional speaking skills
  • An innovated transformer – able to communicate effectively (both written and verbal) and influence the organization towards value-oriented solution selling

Experience For Client Services Team Lead Resume

  • Strong planning and with excellent execution and follow through
  • Leadership – past experience in a supervisory capacity, ability to quickly build effective working relationships with your team
  • Solid experience with Linux or other Unix-based operating systems
  • Experience with consumer facing (BtoC) website experiences/propositions
  • Leadership-level financial management skills in both planning and execution
  • Problem solving skills and a continuous focus on structural solutions
  • Strong communication skill – working with global teams
  • Excellent customer facing skill

Experience For Coordinator, Client Services Resume

  • Computer literacy skills (including Microsoft Excel, Word and Powerpoint)
  • Good understanding of service, design and project management with proven track record in at least two of these
  • Demonstrated effectiveness in managing multiple clients and account teams
  • Strong organizational skill and works with a sense of urgency to carry out client servicing activities promptly
  • Interpersonal and Client facing skills
  • Excel Reporting Skills
  • Demonstrated ability to establish and maintain effective relationships with existing customers
  • Relevant custody experience or work experience in asset servicing or asset management companies
  • Creativity, flexibility, problem solving and analytical skills

Experience For Client Services Project Manager Resume

  • Basic level Microsoft office skills including Word and Excel
  • Proven experience within an Investment Bank or an electronic trading platform is essential
  • Experience of working as part of an effective team
  • Five or more years’ experience in securities operations or client servicing capacity in a financial environment or related business experience
  • LAN/WAN troubleshooting and administration skills required
  • Researche requests to appropriate conclusion and effectively communicate the results
  • Developing and maintaining strong relationships with key decision makers and providing solutions that meet desired outcomes

List of Typical Skills For a Client Services Resume


Skills For Client Services Director Resume

  • Strong communication skills, including: verbal and written skills, negotiation/persuasion skills, interpersonal/relationship building skills, listening skills
  • Effective interpersonal and customer service skills; excellent oral and written communication skills
  • Excellent interpersonal skills with an ability to work effectively with cross-functional teams
  • Prioritize and Multitask: Ability to prioritize and multitask assigned work effectively to complete all activities within SLA timelines with 100% accuracy
  • Strong interpersonal and communication skills with the ability to build relationships with new clients and maintain strong relationships with existing ones

Skills For Client Services Supervisor Resume

  • Strong customer experience management skills
  • Office experience and demonstrated leadership skills
  • Demonstrated experience effectively building and managing customer/client relationships
  • Demonstrated solid client & organization, communication and process skills
  • Strong analytical skills with good sense for details

Skills For Client Services Account Manager Resume

  • Work independently with strong prioritization and organization skills
  • Superior, interpersonal and communication skills to interact effectively within all levels of the organization internally and externally
  • Outstanding organizational skills, proper time management, and strong attention to detail
  • Experience building high-performing teams with skills that include: recruiting, hiring, training, and retention
  • Work within a team environment, effectively handling multiple issues, prioritizing deadlines appropriately and remaining flexible and professional

Skills For VP, Client Services Resume

  • Excellent client services/relationship building skills with the ability to manage difficult clients and situations in a demanding and fast moving environment
  • Excellent strategic thinking, business judgment, analytical and decision making skills
  • Solid project management, client influencing and relationship building skills
  • Analytical, and have strong problem solving skills with deductive reasoning and tolerance to ambiguity
  • Significant experience in leading large sales organizations with proven success demonstrated by achieving 100% attainment of sales goals
  • Good communication skills at the Customer Management Interface level, including managing the customer throughout the project

Skills For Head of Client Services Resume

  • Can demonstrate active learning skills, ownership and empathy in providing a customer with the service they need
  • Strong analytical, critical thinking, impact analysis and problem solving skills
  • Excellent presentation, speaking, and writing skills
  • Good computational skills such as MS Excel and MS Access including VBA programming
  • Strong project management skills including attention to detail and analytical thinking
  • Good interpersonal skills, flexible to work with a range of styles and personalities and according to business demands
  • Strong financial acumen - demonstrated success in ensuring cost effectiveness and productivity
  • Experience in using leadership skills to clarify/guide team efforts

Skills For Client Services Technician Resume

  • Strong record of developing team members’ customer service and technical skills
  • Strong problem-solving skills and solutions orientation
  • Excellent business sense, problem solving, project management and analytical skills
  • Excellent leadership, influencing, organizational, communication, interpersonal and teamwork skills
  • Excellent interpersonal skills including ability to persuade and influence change / best practice
  • Strong communication and, writing skills
  • Proven experience in managing client relationships at a senior level in the partnerships space – ideally with a strong grasp of the Financial Services industry
  • Strong interpersonal, communication, problem solving, organizational and follow up skills

Skills For Supervisor, Client Services Resume

  • Excellent investigative, problem resolution, judgment and decision- making skills required
  • Excellent communication, organisation, problem solving skills and ability to make quick decisions
  • Strong communication skills, particularly around clarification of complex information (AKA asking lots of questions)
  • Fluency in English and excellent articulation skills to present own views while dealing with
  • Strong quantitative and analytical problem solving skills are required
  • Relationship management focus with strong communication and decision-making skills

Skills For Client Services Team Lead Resume

  • Use organizational/time management skills to prioritize workload and schedule trips and training sessions
  • Applies intermediate problem solving skills, experience and judgement to analyse information
  • Proven leadership and team management/building skills with ability to motivate, lead and inspire
  • Flexible and adaptable self-starter with strong relationship building skills
  • Strong SQL skills, required
  • Strong data and analysis skillset
  • Strong leadership skills and the ability to lead others
  • Demonstrated leadership, management and motivational skills required

Skills For Coordinator, Client Services Resume

  • Excellent mediation, conflict management and leadership skills
  • Excellent interpersonal and communication skills, sense of service, and flexibility
  • Excellent communication skills required (knowing when to escalate issues, keeping management informed, engaging staff members, etc.)
  • Very good inter-personal skills with the ability to communicate clearly at all levels
  • Strong leadership skills with the ability to delegate, as well as, willingness to provide assistance when needed

Skills For Client Services Project Manager Resume

  • Excellent communication, time management, and organizational skills, attention to detail, and the ability to solve complex problems
  • Previous experience that demonstrates effective interaction in a team or matrix environment
  • Demonstrated experience leading an operations function; strong people leadership capability
  • Excellent communication, collaboration and influencing skills required
  • Effective Interpersonal & Conflict Resolution Skills
  • Effectively operate PC and software applications
  • Strong executive presentation development and execution skills, PowerPoint expertise
  • Displays good time management skills and works under tight deadlines and successfully manages multiple projects at one time

List of Typical Responsibilities For a Client Services Resume


Responsibilities For Client Services Director Resume

  • Account Management Experience (maintaining accounts with client building relationship experience), preferably with Part D experience
  • Excellent computer skills in a Microsoft Windows environment including Word, Excel, PowerPoint, Outlook and Access
  • Scripting and debugging skillset
  • Experience handling multiple projects, facilitating meetings 3+ years of Health Care experience
  • Experience with similar programs, ideally in a call center environment with demonstrated proficiency in driving customer satisfaction
  • Proficient computer skills with Windows operating systems
  • Develop new client relationships, expand existing ones and manage those effectively

Responsibilities For Client Services Supervisor Resume

  • Ensure the successful management of all client queries throughout the year by effectively managing the team’s email and Track It queues
  • Proven experience managing Web or localization projects from inception to launch
  • Prior experience analyzing reports MS Office Proficiency
  • Ensure application support & monitoring of client technology is effectively implemented and executed
  • Proven ability to work efficiently and accurately demonstrating attention to detail and follow through. Ability to prioritise tasks and meet deadlines
  • PC Skills in Microsoft Excel, Word and CRM and client account database applications
  • Prior experience in services sales a distinct advantage
  • Developing a greater appreciation of "treating customers fairly" across the team and developing the understanding of the "customer experience"

Responsibilities For Client Services Account Manager Resume

  • Checking CN and statements delivery and following up with administrators to make sure all deliveries are in good order
  • Training and professional presentation experience
  • Working experience with software development life-cycle, source code control and release management processes and tools
  • Experience creating, documenting and closing incidents via ticketing system, preferably ServiceNow
  • Experience with digital technologies, including social media, online advertising, digital marketing, web, email marketing
  • Experience developing, producing and leading multi-channel marketing plans and initiatives required
  • Strong understanding of forecasting and capacity planning is critical

Responsibilities For VP, Client Services Resume

  • Direct experience in brand management, client service, media or entertainment, and/or marketing consulting, advertising or activation agencies
  • Ensure team is providing excellent product & application support and is focused on building and improving client relationships
  • Experience compiling and analyzing campaign performance reports for digital advertising clients
  • Experience leading client facing meetings, business reviews, presenting processes etc
  • Experience working within an educational learning environment or a campus setting
  • Proven expertise in running and automating all aspects of a large service-focused fulfillment operation over multiple and geographically dispersed sites
  • Experience working in Corporate Banking or within Financial Services
  • Corporate action experience in foreign equities ideally with a depositary bank, global custodian, a clearing system, or in asset servicing,
  • Maintain a strong rapport with clients. Act as the main point of contact during the on-boarding phase

Responsibilities For Head of Client Services Resume

  • Experience leading teams and partnering cross functionally and internationally
  • Experience in the areas such as Client Computing, and Printing services
  • Serve as the primary client contact to build strong, ongoing client relations during a project
  • Ensure the organization meets contractual Service Level Agreement response times by recognizing appropriate priority and response timing
  • Experience in an enterprise software company, direct brand marketing, an advertising technology
  • Experience developing and growing high touch client relationships
  • Experience reviewing and working with business analytics
  • Experience using an online advertising system or comparable system desirable

Responsibilities For Client Services Technician Resume

  • Experience managing / directing creative teams/resources
  • Cash handling, drawer balancing, and deposit experience
  • Experience with basic bookkeeping, collections, billing, and accounts receivable methods
  • Experience managing agency proposal templates for digital advertising clients
  • Experience analyzing general business trends and providing suggestions for improvement
  • Experience working for travel and hospitality clients and understanding their needs

Responsibilities For Supervisor, Client Services Resume

  • Experience selling multi-million dollar Managed Services, Project Solutions and MSP/Staffing
  • Working experience in digital advertising
  • Experience with pulling and creating Microsoft Excel reports
  • Experience in banking and working within an operational environment is highly regarded
  • Build and maintain a good understanding of the investment manager’s products and their investment process
  • Hands-on experience on Cisco Voice products including Communications Manager and Unity Connection as well as Open Source PBX or SIP proxies
  • Experience with carrier products and carrier related products such as SIP trunking and SBCs

Responsibilities For Client Services Team Lead Resume

  • Experience in engineering, deployment and support of large scale, multisite voice communication systems
  • Insurance industry experience related to servicing ideally within a brokerage environment
  • Strong Microsoft Excel and Word abilities and understanding of other Microsoft office products
  • Establish, review and revise effective training methods, mediums, and plan for all new client services representatives
  • Experience in baking or financial services
  • Experience of contributing to key new client pitches where necessary
  • Previous working experience as a restaurant manager is highly desired
  • Experience with Escalation Management incorporating the ability to understand major issues and incidents and escalate appropriately
  • Managerial experience in a progressively responsible warehouse management, strategic procurement or demand planning role

Responsibilities For Coordinator, Client Services Resume

  • Develop and modify application packages to bank standards using proven industry standards such as MSI and PowerShell Deployment Toolkit
  • Proficiency in working with systems (GE Centricity experience is desirable)
  • Experience of leveraging collaboration technologies
  • Completion of onboarding documentation prior to kickoff of each campaign
  • Responsible for developing effective and positive client relationships

Responsibilities For Client Services Project Manager Resume

  • Experience in providing IT support in desktop and application systems
  • To maintain good working relationships, with colleagues and other departments
  • Marketing or other professional experience
  • Experience in technologies serving either the digital media, social media, mobile or search engine
  • Experience supporting call center operations and teams to drive efficiencies and client service
  • Online reporting database experience required
  • Good knowledge of banking policies, procedures and governmental regulations

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