Client Services Analyst Resume Sample

16 votes
Resume Create

The Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Dorian Predovic
4970 Spencer Track,  Los Angeles, CA
+1 (555) 376 7543

Work Experience

Senior Client Services Analyst
08/2016 - PRESENT
Philadelphia, PA
  • Answering inquiries from internal and external client by phone or email
  • Provide training session at client office or BlackRock office on Aladdin tools
  • Assist regression test for new function releases
  • Assist Aladdin configuration work
  • Maintain documentation on Aladdin tool or client business process
  • Promotes the organization’s capabilities to clients, identifying where possible sales opportunities which are forwarded to the account managers
  • Liaise with clients to affirm trade economics
  • Liaison with client and/or salesperson to establish trade allocations
  • Liaising with clients to resolve settlement issues with failing trades
Client Services Analyst
06/2010 - 03/2016
Houston, TX
  • Extensive interaction with Front Office, Sales Assistants, Settlements and Reference Data teams to resolve trade issues
  • Addressing confirmation queries with clients, ensuring that accurate confirmations are sent to clients in a timely manner
  • Understanding risks associated with the trade flow, ensuring appropriate controls are implemented, highlighting areas for improvement and making the necessary suggestions/input to get these controls in place
  • Provide subject matter expertise for new system & process specifications
  • Design and perform User Acceptance Tests for implementation changes
  • Act as a point of escalation for all Front Office queries, where required
  • Identify opportunities to improve the quality of service delivered to clients & implement
  • Identify opportunities to improve the internal efficiency of the confirmation and settlement process
Csap Client Services Analyst
04/2007 - 03/2010
Philadelphia, PA
  • Provide coverage when/if required for sales desk assistants
  • Operational responsibility for assigned client(s): client ownership under guidance
  • Responsible for assigned implementation tasks
  • Sufficient industry & accounting knowledge to accurately & intelligently interface with clients
  • Understand client requirements based on client fund documents and client data under tutelage
  • Gather required data and assist in the configuration of Penny to meet client needs
  • Work with Client(s) to identify key drivers and issues in support of their business and provide solution paths for the client to use under appropriate tutelage
  • Effectively communicate & document client and company needs
  • Document client requirements for Development to build into Eze software products


Mayville State University
2001 - 2006
Bachelor's Degree in Business

Professional Skills

  • Excellent oral and written communication skills, including presentation and facilitation skills
  • Excellent written and verbal communication skills with an excellent command of English
  • Strong interpersonal skills that would be effective in strengthening, and fostering new, internal and external relationships
  • Strong English speaking and writing skills desired
  • Strong problem solving skills, aptitude with numbers and ability to make clear, concise and informed decisions
  • Advanced troubleshooting skills and experience in Windows and Mac OSX, MSOffice, Active Directory, Mobile devices
  • Client facing and excellent interpersonal skills

How to write Client Services Analyst Resume

Client Services Analyst role is responsible for analytical, interpersonal, english, research, advanced, teamwork, excel, software, education, mac.
To write great resume for client services analyst job, your resume must include:

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

Contact Information For Client Services Analyst Resume

The section contact information is important in your client services analyst 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 Analyst Resume

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

Representative Client Services Analyst resume experience can include:

  • Strong English language skills as well as local country language skills
  • Excellent communication, relationship-building and presentation skills
  • Strong experience in a similar role, with the ability to work with ticketing systems (Cherwell experience – an asset)
  • Practitioner level knowledge(6 months direct experience or more) in at least 2 of the following skills or disciplines
  • Strong leadership qualities and interpersonal skills
  • Planning/project management. Essential Skills/Knowledge

Education on a Client Services Analyst Resume

Make sure to make education a priority on your client services analyst 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 analyst 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 Analyst Resume

When listing skills on your client services analyst 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 analyst skills:

  • Excellent written, spoken and verbal communication skills, including strong interpersonal skills and articulate phone presence
  • Interpersonal and teamwork skills, including effective writing and verbal communication, attention to detail and organization
  • Participate in the expansion of the team’s knowledge and troubleshooting skills by offering effective cross-training and documentation
  • Strong problem solving, organization, troubleshooting and decision making skills
  • Leadership skills and experience preferably in a senior role
  • Strong analytical skills. Adept at problem identification, recovery, escalation and resolution

List of Typical Experience For a Client Services Analyst Resume


Experience For IT Client Services Analyst Resume

  • Personal initiative and ability to prioritize and multi-task efficiently and effectively – self-starter attitude is essential
  • Experience working in media research background and have a strong understanding of data and data interpretation
  • Manage multiple projects with agility and work effectively with multiple departments, stakeholders and internal/external clients
  • Swiftly and effectively resolve client escalations and related participant issue
  • Support tier 1 and tier 2 in responding to user requests and incidents in a timely effective manner according to SLA's set by management
  • Perform ticket quality management to ensure tier 1 and tier 2 are communicating with customers on resolution prior to closing tickets
  • Experience with banking industry applications i.e. Core banking platform(Fiserv)
  • Respond to users requests and incidents in a timely effective manner according to SLA's set by management

Experience For Senior Client Services Analyst Resume

  • Proven understanding of ITIL
  • Demonstrates proactive problem solving and attention to detail
  • Experience working with data previously, preferably in a research background
  • Experience supporting Windows 7, the MS Office Suite, VoIP telecommunications, Active Directory, and MS Exchange
  • Experience of programming
  • Computer science qualification or programming/development experience is beneficial
  • Previous experience working with software systems and technology

Experience For Csap Client Services Analyst Resume

  • Monitors the prioritization and handling of information technology-related requests
  • Experience supporting MACs and Windows in an enterprise environment and worked with the Microsoft Office suite, VPN, and remote desktop
  • Establish and build strong working relationships with clients, vendors, and peers
  • Customer facing experience in insurance or financial services
  • Respond to management in a timely effective manner
  • Obtain combined department list of questions on RFP specifications prior to submittal to prospect
  • Conduct final and technical review of completed RFP's prior to submission
  • Basic experience with SQL, Alteryx or/or Tableau

Experience For Custody Client Services Analyst Resume

  • Attend daily IT operations to understand priorities and raise issues
  • Maintains strong client relationships and provides day to day client advice
  • Designing, updating & distributing RFP reports
  • Acknowledging, troubleshooting and resolving technical issues
  • Providing first-tier support across all applications encompassing the Fixed Income program suite

Experience For Client Services Analyst Expert Resume

  • Producing scheduled and/or ad-hoc reporting deliverables in a timely and accurate fashion
  • Providing technical and client support for equity products in a global capacity, including US, Canada, Europe, Asia and South Africa
  • Understanding electronic trading products and platforms
  • Working knowledge of enterprise network systems, including remote access systems such as VPN
  • Updating and maintaining investor records
  • Understanding of databases and basic scripting
  • Understanding of virtual systems, including virtual servers and workstations

Experience For Associate, Client Services Analyst Resume

  • Updating of boilerplates on an annual basis and/or when a significant change in infrastructure occurs
  • Tracking and follow up on active Work Orders
  • Understanding of company systems and applications needed to perform his/her role
  • Working knowledge of CFD's, Swaps and Give Ups
  • Understanding of data analysis
  • Participating as preceptor / mentor to new staff as requested
  • Troubleshooting network connectivity and protocols (ex. DHCP, TCP/IP, Proxies, Wireless)

Experience For CIB Ops-client Services Analyst Resume

  • Understanding of the investment landscape
  • Willing to work on Philippine holidays, on shifts, or be assigned on ‘after hours’ rotation
  • Resolving trade issues
  • Ongoing partnership with all client service teams
  • Liaising with product teams regarding the evolution of applications

Experience For Portfolio / Client Services, Analyst Resume

  • Keeping abreast of changes in market practice or regulation that impact client support activities
  • Providing best practice recommendation and assisting operation centres with resolution of technical issues
  • Negotiating with and influencing internal and external stakeholders
  • Becoming an expert in all of Ipreo’s corporate workflow solutions
  • Providing a high quality of support services to both clients and internal Experian business teams

Experience For Technology Client Services Analyst Resume

  • Troubleshooting via WebEx and assisting Account Managers with internal, issue ticketing system and escalations
  • Collaborating with internal teams to deliver marketing pieces and updating knowledge base tools
  • Providing clients, both internal and external, with timely assistance whenever a question or issue is raised
  • Maintain a thorough understanding of First Data’s products, platforms, systems, and operational areas and processes. Attend on-going training as required
  • Proactively monitoring, analyzing, and reporting solutions and service results daily for optimal business operational performance
  • Status reporting and communicating on a regular basis with client and internal management teams, and mitigation of matters affecting delivery of service

Experience For Client Services Analyst, Health & Benefits Resume

  • Basic understanding of various devices including PC’s, mobile and tablets from all vendors and a basic understanding of all OS
  • Lift up to 40 pounds: lifting and transporting of moderately heavy objects, such as computers and peripherals
  • Create end-customer training materials and facilitate training sessions
  • Partner with Professional Services with client onboarding events to ensure proper training and user access
  • A working knowledge of hosting infrastructure and process is advantageous
  • Support all office users in EMEAR regardless of location by working on Service Now tickets assigned to EU Client Computing
  • Client requests including problem-solving on administrative and operations issues
  • Onsite deal coverage including training and support

List of Typical Skills For a Client Services Analyst Resume


Skills For IT Client Services Analyst Resume

  • Demonstrated customer service skills. Ability to multitask and work effectively across business lines
  • Excellent organizational skills with ability to multi task & prioritise work
  • Good written and verbal communication skills. Fluent in English
  • Have excellent written and verbal communication skills across all levels of the organization
  • Good project management skills and the ability to organize work efficiently in addition to the capacity to work well under stress and time pressures

Skills For Senior Client Services Analyst Resume

  • An organized individual with good time management, prioritising tasks and able to meet tight deadlines without loosing attention to detail
  • Relevant work experience including customer service, product/software support/technical support and/or Credit Union and Banking experience
  • Works effectively with minimal supervision requiring initiative and judgement
  • Works effectively under a high pressure and demanding work environment with the ability to multi-tasks
  • Proven help desk experience troubleshooting PC related problems in a Windows XP environment
  • Previous experience of progressively responsible industry experience in a customer facing role
  • Analytical skills, understanding industry metrics and trends
  • Well-developed problem solving skills, time management, personal organization, and attention to detail

Skills For Csap Client Services Analyst Resume

  • Advanced computer skills including Excel, Microsoft Word, Outlook
  • Interact and communicate effectively with ISE membership
  • Communicate effectively with both novice and proficient customers and end users
  • Prior application support experience (customer service/call center)
  • Prior desktop support experience (windows)
  • Demonstrated experience in supporting client/server software applications
  • Experience in system support experience
  • Work effectively under job pressure due to deadlines
  • Demonstrated strong sense of professional and personal integrity and high ethical standards

Skills For Custody Client Services Analyst Resume

  • Effectively communicates instructions and technical information in a clear, precise and understandable manner
  • Good experience with Windows 7, Microsoft Office, Active Directory
  • Prior customer service experience in a non-IT role is desirable
  • Uses communication skills in problem resolution with users; walking users through a series of steps to determine problems
  • Superior telephone etiquette and an ability to deal effectively with end users, vendors, peers, and management
  • Working experience in operations processes and administration
  • Working experience on Payment Devices and technology
  • Experienced in serving Banking customers on payment platforms is able to interact with varying client departments IT/PMO/Operations/finance/Business
  • Extensive knowledge of Medical Bill Review including experience with ICD-9, ICD-10 and CPT code billing

Skills For Client Services Analyst Expert Resume

  • Experienced in executing test cases and reporting
  • Previous experience in operational services support / setting up efficient procedures & workflow / monitoring
  • Experience working within the banking industry an advantage
  • Experience using relational databases, required
  • Experience of working in a customer focused business / technical support function is desirable
  • Specific experience Operations preferably with exposure to global front / middle office teams in investment banking
  • Desktop support, phone support or customer facing experience
  • Establish and develop close working relationships with pertinent country and Group offices and operational areas to ensure excellent customer service
  • Establish and maintain excellent working relationships with the key HSBC stakeholders

Skills For Associate, Client Services Analyst Resume

  • Two (2) years of professional experience in reference to infrastructure engineering in large, complex organizations
  • Experience with Windows and Mac administration, software/hardware support and troubleshooting required
  • Client facing integrations experience desirable
  • Client Reporting/Trade Operations Experience
  • Experience of a customer facing role hugely advantageous
  • Build & Maintain strong customer relationships and provide outstanding client service
  • Deliver quality service to client and enhance their experience with Barclay/Working with different teams within Barclays to onboard client requirement
  • Extensive experience and thorough understanding of markets and up to date technical knowledge

Skills For CIB Ops-client Services Analyst Resume

  • Experience on VisionPlus / B24 /other processing platform desirable
  • Experience & Training: Min 3-5 years of project management or comparable position, with focus in project management or data analysis
  • Related IT experience preferably in a manufacturing environment
  • Gain valuable experience at a high-growth company that is devoted to excellence and values talent, creativity, and teamwork
  • Good knowledge of trade lifecycles
  • Previous experience with settlements or middle office environments

Skills For Portfolio / Client Services, Analyst Resume

  • Experience of Client service and Settlements
  • Strong working knowledge of Microsoft Office, especially Excel, PowerPoint and CRM system such as Salesforce
  • Demonstrates proactivity and forward thinking
  • Cooperates with HSS DCC Operations and Business Support teams whenever required, as well as HSS GC teams, for the resolution of client queries and issues
  • Diverse experience in scalable operations and/or service/sales role
  • Strong business acumen, high energy, self-motivated and ability to work under pressure
  • Recent college graduate or up to 3 years of experience
  • Proficient communications skill
  • The ability to build and maintain strong client relationships

Skills For Technology Client Services Analyst Resume

  • Partner with Product Build teams to prioritize, track and resolve production issues, to extinguish client interruptions
  • Typically has 2-3 years of experience
  • Acquire rapidly and maintain good product knowledge
  • Experience in an international environment and able to travel and work outside of Malaysia for short periods of time
  • Thoroughly review/proofread reports and presentations to ensure effectiveness and accuracy
  • Valid Drivers License and own vehicle
  • Strong knowledge of survey research; knowledge of data collection and data flow processes
  • Help set future industry direction and priorities
  • Work or academic experience in healthcare and the practice of medicine

Skills For Client Services Analyst, Health & Benefits Resume

  • Develops strong relationships to facilitate issue resolution as well as root cause analysis and identify process improvement opportunities
  • Operate independently utilizing discretion
  • Demonstrated initiative, accountability, and a focus on delivering consistent, quality work
  • 2 – 4 years of experience in investor servicing, preferably in the financial services industry
  • Excellent working knowledge of Microsoft Excel and PowerPoint
  • Take action on tickets assigned to the appropriate queues, and process first-in first-out based on priority

List of Typical Responsibilities For a Client Services Analyst Resume


Responsibilities For IT Client Services Analyst Resume

  • Project management skills, experience and appropriate qualification (eg PRINCE 2)
  • Self-starter with strong multi-tasking and prioritization abilities
  • Keen analytical and quantitative skills
  • Advanced skills in Microsoft Office product suite (PowerPoint, Word, Excel)
  • Two years prior work experience in a client support environment
  • Substantial work experience in an analytical position

Responsibilities For Senior Client Services Analyst Resume

  • Experienced in vendor relationship management
  • Strong work ethic, personal initiative and ability to work well in team environment
  • Two years Medical Bill Review experience
  • Experience with Bunch CareSolutions bill review system/process
  • One to three years system support and/or experience in Life and Health Insurance & Benefits industry or related field
  • One year account management experience desired
  • Client services, customer service and/or support experience
  • Basic technical experience with web and/or software applications

Responsibilities For Csap Client Services Analyst Resume

  • Work experience
  • Insurance experience
  • Prior Insurance knowledge or financial services background
  • Related experience in the Payments Industry
  • Escalation and prioritization of issues to BA’s and 3rd support staff
  • Education Required: B.S. in Computer Science, Information Systems, a related discipline, or equivalent work experience
  • Experience Required: 1-3 years, with some knowledge of capital markets

Responsibilities For Custody Client Services Analyst Resume

  • Highly motivated; consistently takes initiative; demonstrated ability to work independently with no supervision
  • Organise and prioritise
  • Strong aptitude for business and business metrics
  • Excellent judgment, willingness to make decisions and ability to push back on others
  • Skill in professional, courteous verbal and written communications
  • Liaising with product teams regarding bugs and forthcoming enhancements, and soliciting feedback from clients to ensure seamless support and ongoing innovation

Responsibilities For Client Services Analyst Expert Resume

  • Setting up Workflow Tool for Barclays Issued Notes and ensuring Trades are Pricing to External system by co-ordinating with the Desk
  • Gaining a clear understanding of clients’ service requirements, storing details on client management systems
  • Publishing of Products on BBG and reviewing Final Terms
  • Providing outstanding first-level phone and email support for corporate clients
  • Defining and implement PCM standards to govern client segmentation and the provision of best-in-class support
  • Analytical, with the ability to gather data; capable of identifying trends and suggesting resolutions where appropriate

Responsibilities For Associate, Client Services Analyst Resume

  • Formats client questionnaires for programming, writing in appropriate survey pathway logic to ensure respondents are administered the correct questions
  • To assist in printing and maintaining enough copies of user guides for Field Services to be issued to merchants
  • Performs quality control testing on programmed surveys in the phone and web modes and manages questionnaire revisions throughout the testing cycle
  • Work with marketing team on monthly distribution press releases, data/website updates, and fund messaging
  • Liaise with product teams regarding forthcoming enhancements and solicit feedback from clients to ensure seamless support
  • Test and analyze system configuration against requirement documents during implementation and ongoing administration
  • Ownership of inbound client queries and additional responsibility for “how to” training and conducting basic product demonstrations
  • Expert at diagnosing and fixing Windows and Mac systems, hardware, applications, and mobile devices
  • Identify areas for improvement, devising and implementing well planned strategies to ensure best practices are adopted

Responsibilities For CIB Ops-client Services Analyst Resume

  • Represent the interest of Client Service at steering committees and working groups
  • Knowledge of Internet Protocols and Networking understanding
  • Provide Customer Support – for the Trading Services product suite, mainly by responding to client emails and phone calls
  • Troubleshoot Supported Applications– acting as coordinator for complex issues, while acting as business facilitator for clients
  • Maintain appropriate log of issues/queries as put forward by markets within helpdesk software ensuring SLA’s are met

Responsibilities For Portfolio / Client Services, Analyst Resume

  • Evaluates client questionnaires for alterations in question wording and question type needed to accommodate phone and/or web modes of survey administration
  • Responsible for Traveler Satisfaction survey data: management of responses, analysis of metrics, verbatim comments and client reporting
  • Provide Tier II support and issue resolution to our internal customers including senior management
  • Assists with premium reconciliations for an assigned block and billing audits when needed
  • Host client meetings to assist with training, product demos and transactional support
  • Keep abreast of market & regulatory changes that impact service activities, and adapting new team policies/procedures as needed
  • Manage own test environments including configuration and database

Responsibilities For Technology Client Services Analyst Resume

  • Work with business end-users to identify how to fulfill their requirements using a variety of custom and COTS business collaboration and data collection tools
  • A logical and thorough approach to trouble-shooting
  • Persistence and attention to detail in problem solving
  • Identify opportunities for reporting and stewardship process enhancement
  • Create and distribute meeting agendas
  • Document significant meetings and teleconferences including action plan and deliverables
  • Manage projects and department initiatives, coordinating as needed with all involved parties
  • Installation, troubleshooting and support of all Windows PC laptops/desktops/workstations as assigned Support Asset Management for all Client Service devices

Responsibilities For Client Services Analyst, Health & Benefits Resume

  • Enable provisioning of desktop devices when required
  • Provide training and education to Help Desk for tier 1 support
  • Travel Support other Smiths location within driving distance from primary location
  • Work with ticketing systems, in particular Cherwell
  • Capable of working under pressure and to a given timescale
  • To assist in checking shared email and reply queries accordingly
  • Monitor and respond to tickets received through the Service Desk ticketing system

Related to Client Services Analyst Resume Samples

Associate, Client Services Resume Sample

Work Experience

  •  Support processes and procedures to improve department’s efficiency, including input into new software and technology and other strategic initiatives   •  Willingness to work in 24 7 support process including night shifts   •  Review and reconcile fund financial statements, investm...
Professional Skills

  •  Good organization skills and time manageme...
  •  Strong sense of accountability and ownersh...
  •  Experience establishing and sustaining suc...
17 votes

Manager, Client Services Resume Sample

Work Experience

  •  Manage overall health of the queue; Re-shuffle resources where/when needed and intervene/reassign tickets missing SLA’s to tech leader. To ensure tickets are being handled in a timely fashion. Reference backlog metrics   •  Provide workplace tool recommendations where standard workplace offerings don’...
Professional Skills

  •  Superior verbal and written communication ...
  •  Good organisational skills, and strong peo...
  •  Strong relationship building and excellent...
13 votes

Private Client Services Resume Sample

Work Experience

  •  Overall responsibility for management of the tax return process being delivered to their client base using a team specialist based elsewhere   •  Delivery of advice to clients, both prior to and at the point of the transaction   •  Work across a broad portfolio of clients  &nb...
Professional Skills

  •  Experience of delegation and interest and ...
  •  Proven ability to meet customer needs and ...
  •  Proven ability to build strong and lasting...
13 votes

Center Support Resume Sample

Work Experience

  •  Provide visibility and support to the Facilities team when monitoring the Data Center’s building controls   •  Assist in the physical installation and maintenance of datacenter hardware, including but not limited to mainframe, storage, server, network, and telephony systems   •  As...
Professional Skills

  •  Strong organizational skills, high level o...
  •  Experience using problem solving skills, b...
  •  Strong analytical and reasoning skills--ab...
14 votes

Tech, Tech Support Resume Sample

Work Experience

  •  Working knowledge in the following   •  Firewalls, Intrusion Detection System Brands & technologies, Packet sniffers and Vulnerability Network Scanners would be an added advantage   •  Secondary focus is to assist online support team with expertise for key customers’ issue for ...
Professional Skills

  •  Under general direction, provides customer...
  •  Strong analytical, problem solving, multit...
  •  Strong verbal communication and listening ...
14 votes

Expert Support Resume Sample

Work Experience

  •  Good knowledge of the Results Management   •  Good ICT skills, knowledge of ERP systems   •  Experience in dealing with stakeholders   •  Working in international Business   •  Knowledge of sales systems, forecasting and basic financial manag...
Professional Skills

  •  Strong relationship skills and ability to ...
  •  Execute flawlessly on day to day tasks by ...
  •  Excellent verbal and written English commu...
19 votes
Resume Builder

Create a Resume in Minutes with Professional Resume Templates