Client Services Associate Resume Sample

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Merlin Rohan
93994 Arely Turnpike,  San Francisco, CA
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Work Experience

Client Services Associate
07/2017 - PRESENT
Los Angeles, CA
  • 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
  • Arranging rollover of clients’ external super fund and pension accounts
  • Obtaining information on clients’ existing external super fund, UK pension and insurance provider accounts
  • The calculation and provision of termination quotes
  • Order Processing / Support
Private Client Services Associate
04/2014 - 01/2017
Dallas, TX
  • Accountable for delivering Client Service excellence globally effectively managing any risks and issues
  • Identification of opportunities globally and effectively managing the regional CSM’s to deliver against client promises
  • Identify and introduce service improvements to improve the overall client experience
  • Resolves global client service issues and challenges as the final escalation point
  • Identify opportunities to streamline processes, eliminate redundancy, increase revenue and strengthen relationships
  • Cross selling PCM products appropriate to customer needs and providing superior service support for all PCM solutions
  • By analysing clients activities and providing advice and suggestions to clients to improve
  • Generate referrals for other Global Businesses, e.g. Private Banking (PB), Global Banking and Markets (GBM), Retail Banking and Wealth Management (RBWM),, as appropriate
  • Communicate with clients through phone, email and live chat to deliver high level service, obtain and evaluate all relevant information, and provide solutions for DataSite clients
Senior Client Services Associate
12/2008 - 03/2014
Detroit, MI
  • Prepare and upload client materials to DataSite project - both hard and soft copy
  • Help maintain security scheme and create user accounts
  • Assist other Project Managers and team members as needed
  • Work with Production, IT and other internal departments to facilitate project preparation, document management, and escalate/resolve technical issues
  • Arrange shipping and receiving of client materials
  • Perform quality checks of projects and deliverables to monitor progress and ensure accuracy and timeliness
  • Detail oriented, adaptable and flexible to changing work environment
  • Maneuver between multiple screens and navigate through multiple computer applications with speed and accuracy


Keiser University - Daytona Beach Campus
2003 - 2008
Bachelor's Degree in Business

Professional Skills

  • Excellent writing skills, proof reading/editing skills
  • Fluency & excellent communication skills in English and Chinese 1-3 years prior experience in scalable operations and/or service/sales role
  • Strong organization and project management skills; ability to manage competing/multiple priorities
  • Excellent organizational and time management skills, including ability to prioritize and work under tight deadlines
  • Strong writing, proofing, and formatting and verbal communication skills
  • Excellent typing and computer skills, including Windows based programs
  • Strong relationship building and partnership skills are required

How to write Client Services Associate Resume

Client Services Associate role is responsible for analytical, english, interpersonal, database, microsoft, organization, organizational, software, languages, telephone.
To write great resume for client services associate job, your resume must include:

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

Contact Information For Client Services Associate Resume

The section contact information is important in your client services associate 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 Associate Resume

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

Representative Client Services Associate resume experience can include:

  • Strong communication and comprehension skills, multi-tasking and time management skills
  • Strong Excel and analytical skills Quick learner with excellent attention to detail
  • Highly developed organisational skills, time management skills and attention to detail
  • Strong Excel, Word, Power Point and demonstrated data management skills
  • Strong organization skills with the ability to multi-task, coordinate work demands, and establish priorities
  • Strong communication skills, both written and verbal, relating to internal and external clients and contacts

Education on a Client Services Associate Resume

Make sure to make education a priority on your client services associate 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 associate 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 Associate Resume

When listing skills on your client services associate 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 associate skills:

  • Strong organizational and multi-tasking skills in order to meet deadlines
  • Strong analytical skills, including the ability to organize and evaluate data
  • Good PC skills including the Microsoft Office product range
  • Excellent judgment/decision-making skills; high tolerance for ambiguity
  • Strong computer, typing, and keyboard skills
  • Excellent communication skills both verbal and written in English and Mandarin

List of Typical Experience For a Client Services Associate Resume


Experience For Private Client Services Associate Resume

  • Strong skills in Microsoft Excel, Word, Access, and Internet Explorer
  • Prioritize and manage multiple tasks and work effectively in a fast paced, deadline-driven, high-pressure environment
  • Manage scheduling/calendaring/travel for executives; organize and leverage consultant's time effectively (schedule and maintain all calendar items)
  • Ensure all incoming phone calls and emails are answered and routed effectively
  • A high level of oral and written communication skills with the utmost regard for overall accuracy in numbers, spelling, and grammar
  • Able to communicate effectively French or English

Experience For Institutional Client Services Associate Resume

  • Work effectively with the Financial Institution contract
  • Leadership skills to coach, train, and mentor workgroup employees
  • Effectively communicate client concerns/needs to Client Relationship Managers
  • Understand and effectively manage the relevant financial elements
  • Excellent customer-service attitude and excitement to cultivate strong client relationships
  • Excellent understanding of the application of benefit contracts, pricing, processing, policies, and procedures
  • Excellent working knowledge of Conduent’s accounting policies

Experience For Senior Client Services Associate Resume

  • Maintain effective fiscal management of your caseload by monitoring metrics (admissions, % Medicare, referrals rejected by reason, etc.)
  • Min. 1 year experience in a client facing role
  • Orientation to client service and a good understanding of service principles and practices
  • Strong organizational, multi-tasking, and attention to detail
  • Strong computer proficiency, including with Microsoft Office applications - Powerpoint and Excel
  • Demonstrated proficiency with Level I state reporting competencies
  • Experience providing customer support to one or more people
  • Experience managing mass communication efforts
  • Passionate about Facebook and providing excellent service to SMBs on our platform

Experience For Client Services Associate Funds Group Resume

  • Manage projects efficiently with ability to multitask as priorities change
  • Related experience within Banking
  • Retail experience would be beneficial
  • Effective project management and time management
  • Good communications with other Business Unit leads to understand their objectives and requirements
  • Constantly evaluate the experience, feedback and results and implements
  • Prepares make good/preemption notification forms and ensures timely delivery

Experience For Glcm Client Services Associate Resume

  • Strong knowledge of office and clerical routines
  • Serve as a liaison for and representative of the Partner in dealing with both clients and our personnel; demonstrate diplomacy with all contacts
  • Multi-faceted problem solver; experienced in working in a collaborative team environment
  • Experience in an administrative position
  • Establishing and maintaining a trusting and positive relationship with the client
  • Identifying new project opportunities and roles by comprehending the client’s needs and direction
  • Managing/updating client pages/products
  • Developing and maintaining job trackers, Key Performance Indicator reports etc

Experience For Client Services Associate, Food Solutions Resume

  • Monitoring client budgets and billing process for accuracy and timeliness
  • Liaising with clients, shareholders and other stakeholders to provide information and solutions – via phone, email and in person
  • Working on special short-term projects for new products/programs, as needed
  • Understanding the value creation concept in the overall business context
  • Working towards CPA, CFP or Masters in Tax
  • Responding to client requests/inquiries
  • Preparing client correspondence (confirmation letters, etc)
  • Provide subject matter expertise in identifying, evaluating and developing processes and procedures that meet client and contract requirements

Experience For Registered Client Services Associate Resume

  • Oversee a caseload of medically fragile pediatric clients to including staffing, scheduling and operations and administration
  • With minimal guidance, assume responsibility for planning, organizing, and executing projects
  • Responsible for managing consultants and creating and closing SOWs
  • Coordinates shipping and receiving of boxes and letters to and from the office
  • Coordinates catering and other needs for on-site training classes or customer events
  • Collaborate with and assist coworkers in evaluating and analyzing metrics
  • Manage conference room scheduling and administrative meeting preparations
  • Clear ongoing management of outstanding requests to ensure it receives the required level of visibility

Experience For Preferred Banking Client Services Associate Resume

  • Manage relationships with Futures and OTC clearing clients while working to grow J.P. Morgan’s wallet share with each customer
  • Build rapport with Clients and get them excited about embracing new Marketing features
  • Assists in identifying and resolving issues around client inquiry requirements and Covance capabilities
  • Assist and provide administrative support during the reviews of National Accounts team-driven Dealer conference cooperative marketing requests
  • Prepare client reports as needed for our clients utilizing Business Objects and/or manually creating reports from a variety of sources
  • Process all incoming and outgoing information and follow up within a timely manner
  • Knowledge of, and ability to apply, new and emerging strategies and techniques for processing mass communications
  • Knowledge of, and ability to apply, research methodology as applied to the field of mass communication including marketing strategies

Experience For Financial Client Services Associate Resume

  • Of the day is standing or moving throughout the client space
  • Actively recruit new business through a combination of efforts including cold calling, trade shows, vendor relationships and referrals
  • Deliver programs using clear and concise storytelling
  • Process various plan and participant data forms into the imaging/workflow
  • Directs visitors and manages incoming telephone calls
  • Liaise with external travel companies to arrange flights, hotels and/or taxis for members of staff and visiting guests

Experience For Registered Financial Client Services Associate Resume

  • Coordinates activities between departments and outside parties, and logistics for company events, training classes, etc
  • Administer and track visitor badging
  • Assist during all proposal productions as needed
  • Develop working relationships with vendors and /or ancillary service providers and other internal parties to ensure seamless delivery of equipment and supplies
  • Develop and maintain documentation of process flows and standard operating procedures
  • Participates in training, as required
  • Assist in implementing strategic or tactical initiatives to support IPG clients
  • Plan and execute acceptance testing
  • Assist with internal creative review of client campaigns and campaign deployment testing

List of Typical Skills For a Client Services Associate Resume


Skills For Private Client Services Associate Resume

  • Excellent powerpoint,MS-Office and presentation skills
  • Strong creative, analytical, time management and strategic problem solving skills
  • Strong interpersonal skills to build relationships across all levels of the organization and functional areas for collaboration
  • Selling skills, KPI and performance driven individual
  • Strong working experience with Microsoft Word, Excel and PowerPoint, including table creation, mail
  • Intermediate typing and keyboard skills
  • Strong team player with ability to independently manage a full workload and respond to shifting priorities
  • Proficiency in MS Office products including PowerPoint, Access, Excel and Word Database skills
  • Client management experience including digital production and project management experience

Skills For Institutional Client Services Associate Resume

  • Able to perform All Level I one skills and functions
  • Work effectively within set deadlines and work well under pressure
  • Professional verbal and written communication skills and the ability to type 30
  • Demonstrate passion, dedication, professionalism and proven execution
  • Advanced MS Office application skills
  • Collaborative team player skills with an ability to manage relationships, inside and outside the team
  • Fluency in English and Vietnamese 1+ years prior experience in scalable operations and/or service/sales role
  • Driven by client mindset and striving towards delivering an excellent service to our Clients
  • Good working knowledge of advertising and production functions and terms

Skills For Senior Client Services Associate Resume

  • Exceptional attention to detail, placing a high priority on accuracy
  • Solid understanding of assigned state medical EDI jurisdictional rules and requirements
  • Function independently and manage competing priorities
  • Client facing integrations experience desirable
  • Related experience and/or training; or equivalent
  • Demonstrable experience within a Client Service/Fixed Income environment, supporting clients at different management levels
  • Experience in client-facing role
  • Agency or publishing experience required
  • Constant evaluation of the client experience allowing for improved processes and actions

Skills For Client Services Associate Funds Group Resume

  • Flawless client experience resulting in unprecedented return on investment
  • Experience communicating with senior managers and executives
  • Communication and collaboration across Events team and event partners to ensure effective implementation of the processes and sharing ideas from Client events
  • One to two years traffic and billing experience
  • Previous mailroom experience

Skills For Glcm Client Services Associate Resume

  • Corporate customer service experience at a prestigious company advantageous
  • Min 2 years experience in a Client Services or Retail / Hospitality environment
  • Experience in sales, account management or customer service (telesales)
  • Proven ability to influence and interact with all levels of organization
  • Operate as the lead point of contact for all matters specific to our customers
  • Experience with Healthcare claims systems and related funcitonal areas such as Member, Provider, Reference., etc

Skills For Client Services Associate, Food Solutions Resume

  • Multi-task and manage numerous concurrent priorities
  • Demonstrates collaborative partnerships with sales colleagues, operations, product management, and other business units to best serve the client relationship
  • Understanding of the application of benefit contracts, pricing, processing, policies, and procedures
  • Organizing usage, corporate performance and other data to determine the value an account is receiving from S&P Global Market Intelligence
  • Presenting pricing proposals and value propositions to clients: improvements made, templates built, support calls handled, etc
  • Covering client issues and inquiries regarding a variety of business lines’ activities
  • Billing for services and processing weekly payroll
  • Learning all aspects of the recruiting process
  • Broking Platforms (Domestic and International) (preferable)

Skills For Registered Client Services Associate Resume

  • Preparing and maintaining internal project revenue spreadsheets to review with management weekly
  • Interviewing potential candidates to present to the clients
  • Managing invoice approvals, time and expense approvals, and other financial documents
  • Working knowledge of ADP products or other payroll system / products
  • Ensuring proper receipt and entry of all client contracts
  • Assist in maintaining and expanding client relationships through onboarding, pre-event training, regular outreach, on-site delivery and post-event follow up
  • Knowledge and understanding of Financial Markets and available products and services, including working with 3rd parties and vendors
  • Assists with coordinating shipping and receiving of boxes and letters to and from the office

Skills For Preferred Banking Client Services Associate Resume

  • Helps administer general office tasks including the distribution of mail to appropriate departments and managing incoming purchase orders
  • Responsible for coding, scanning and processing invoices for different departments
  • Knowledge and understanding of Financial Markets and available products and services including working with 3rd parties and vendors
  • Provides daily service to clients who inquire about their samples, testing capability, pricing, invoicing and all other things
  • Support Account Managers with internal administrative tasks ( Drafting of quotes and proposals, managing client billing/invoices and account workflows)

Skills For Financial Client Services Associate Resume

  • Assist in the development of creative and impactful marketing ideas, leveraging The Economist’s content and product offerings
  • Track overall campaign performance, working with relevant internal teams, to ensure campaign is meeting the client’s KPIs
  • Manages the editing and updating of email distribution lists
  • Knowledge of medical reimbursement methodologies, billing guidelines, or healthcare coding is required
  • A passion for creative brainstorming and problem solving
  • Knowledge of recent trends in the publishing and advertising, as well as key client verticals
  • Deliver quality service during every client interaction while developing deeper knowledge of client key initiatives

Skills For Registered Financial Client Services Associate Resume

  • Delivers GTRF CS strategy and operating model, aligned with the global GTRF CS target operating model through
  • Assign care givers to cases and perform ongoing scheduling
  • Front Line customer support, incident logging, initial troubleshooting and triage
  • Help prepare and process paperwork for client transactions, including but not limited to account openings and closings, transferring of assets, cash flows, etc
  • Evaluate business scenarios and make appropriate processing decisions
  • Management of global deals – building on a global network of KAM

List of Typical Responsibilities For a Client Services Associate Resume


Responsibilities For Private Client Services Associate Resume

  • Familiarity with or strong interest in learning about financial markets
  • Assists and cooperates with co-workers, supervisor and management with respect and courtesy
  • Investments/Mutual Funds Industry experience, preferably in client services
  • Bring clients’ voices into the organisation
  • Proactively coordinate client review meetings and prepare meeting materials Responding to client requests/inquiries
  • Process client deposits/withdrawals/transfers, advising PM of significant flows Preparing client correspondence (confirmation letters, etc)

Responsibilities For Institutional Client Services Associate Resume

  • Collect phone deals, application forms and client’s original instruction for passing to relevant teams for processing
  • Assist in setting up new accounts and answering questions about services or status
  • Prepare account opening documentation
  • Coordinate proactive service activities i.e. Calls, emails, mailing
  • Proactively coordinate client review meetings and prepare meeting materials
  • Process client deposits/withdrawals/transfers, advising PM of significant flows
  • Problem resolution and audit/reporting support for client portfolios
  • Client Services Manager – Helping Children Stay at Home
  • Work independently while managing clients and family dynamics

Responsibilities For Senior Client Services Associate Resume

  • Superior attention to detail and high diligence with documentation while following healthcare policies and procedures
  • Learn the process for recruiting field staff
  • Manage your caseload while proactively growing it
  • Build lasting relationships with clients, referral sources, payers and community organizations
  • Utilize Excel to track and analyze data, including financials
  • Provide caring, compassionate customer service to patients and families
  • Assist with the scheduling process as needed
  • Relationship building with clients, their families, medical personnel, referral sources and other community resources
  • Generates invoices and balance reports, prepares documentation for balancing (credit sheets)

Responsibilities For Client Services Associate Funds Group Resume

  • Assist in the analysis and preparation of post-billing adjustments
  • Handles billing inquiries from AEs and clients
  • Perform peer group analysis and monitor performance utilizing eVestment, Morningstar Direct, and other investment management programs
  • Provide support to sales team members related to meeting prep and follow up
  • Help maintain database of client reporting distribution

Responsibilities For Glcm Client Services Associate Resume

  • Other marketing and communications related projects as requested
  • Take a proactive role in learning about clients’ industry, business needs and company culture
  • Perform workflow design and onboarding for localization services and technology implementations
  • Book travel arrangements, including flights, ground transportation, accommodations, etc
  • Track expenses for consultants by managing credit cards and receipts
  • Payment Review:Provides follow-up on outstanding overpayments. Acts as central point of contact for provider calls, as needed

Responsibilities For Client Services Associate, Food Solutions Resume

  • Ensure that pitfalls are addressed and resolved with the client before being submitted to the production team
  • Perform client reimbursement requests and tracking
  • Update and report various accounting reports
  • Play key role in client reporting processes
  • Establish and maintain expertise with portfolio accounting systems and all other necessary systems in order to implement client service platform

Responsibilities For Registered Client Services Associate Resume

  • Process outgoing mail/mailers
  • Prepares medical data reports in accordance with State filing requirements and Client specific schedules
  • Transfers files according to State requirements; verifies and logs transfer of all files
  • Ownership and creation of corresponding Jira’s
  • Salary packaging, discount schemes and volunteer leave opportunities
  • Assist with requests for proposal

Responsibilities For Preferred Banking Client Services Associate Resume

  • Initiate proactive Investment Advisors/client service call
  • Monitor IPS anniversary dates and account codes
  • Maintain Sales and Client databases/files
  • Contributes to special projects as necessary
  • Respond to client requests/inquiries
  • Prepare client correspondence (confirmation letters, etc)

Responsibilities For Financial Client Services Associate Resume

  • Contribute to special projects as necessary
  • Collaborate with a team as well as able to work independently
  • Product & Customer Support
  • Issue cashier’s checks as requested and in accordance with bank policy and procedures. Process stop payments and stop payments releases as requested
  • Process account closings as requested, ensuring that loan auto-debits, ATM cards, ODLOCs, etc. are also closed following the bank’s Account Closing Checklist
  • Process and respond to emails or inquiries form Online Banking, Call Center and other Deposit Services Department
  • Understand the Bank’s structure and identify opportunities to utilize Bank resources to meet client’s needs
  • Initiate proactive Investment Advisors/client service calls
  • Coordinate proactive service activities i.e. Calls, emails, mailings

Responsibilities For Registered Financial Client Services Associate Resume

  • Project accounting, financial analysis and contracts management ? work with accounting and finance teams to maintain complete and accurate project financials, budgets and forecasts. Conduct project, client and team financial reviews and analysis for Delivery and Sales leadership.
  • Assists clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet the client’s needs. Initiate courier service for pick-up and deliveries of customer deposits and documents as needed
  • Be able to navigate research and answer questions using our check image and check 21 programs. Have an understanding on how to read our customer’s documentation using the OnBase program
  • Process account closing as requested
  • Issue Cashier Checks as requested

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