Client Services Representative Resume Sample

4.9
15 votes
Ena Harris
249 Clovis Well,  New York, NY
+1 (555) 592 8421

Work Experience


Senior Client Services Representative
01/2016 - PRESENT
Phoenix, AZ
  • Supports banking team leader and banking relationship managers in serving clients with their account needs
  • Provide day to day banking and deposit service to clients including cashing checks, processing deposits, transferring funds, opening and closing accounts, safe deposit box servicing, fraud claim processing, research requests and general banking relationship maintenance
  • Request information to support policyholder requests
  • Coordinate with Actuarial for special needs/tax calculation/illustrations
  • Assist team leader with the establishment of procedures and policies to ensure service quality standards and SLA’s are achieved
  • Responsible for continuous improvement and the implementation of updated procedures and process flows within KeyBank departments and/or with KeyBank’s third party service provider organization
  • Act as a brand ambassador in all client interactions by delivering approachable, insightful and premium customer service
  • Respond to requests regarding a variety of educational offerings, membership requirements, and product orders to influence the customer’s behavior and provide support through all stages of the customer life cycle
Client Services Representative
07/2011 - 08/2015
Dallas, TX
  • Monitor scheduled shipments dates to ensure timely delivery
  • Ensure ongoing customer satisfaction and resolving and problems
  • Up selling on orders and products
  • System Updates - Worker transfers, worker data changes, worker assignment extensions and deactivations, WAND (proprietary database) updates and/or client specific HRIS systems
  • Additional Projects - Take direction from OPM or OM for ad-hoc tasks/ projects
  • Promptly respond to client requests via various communication channels (voice and written) with accuracy regarding a variety of educational offerings, membership requirements, and product orders to influence the customer’s behavior and provide support through all stages of the customer life cycle
  • Acts as a brand ambassador in all client interactions by personalizing client engagements; while obtaining first contact resolution, accuracy, and timely response in a professional manner
  • Provides helpdesk support for outside vendor products by monitoring, tracking and resolving issues to the end user’s satisfaction
  • Handle sensitive and confidential information including candidacy, credit card and passport information with upmost care and adhere to the CFA Institute Information Security Policy
Assistant Client Services Representative
02/2008 - 06/2011
Boston, MA
  • Handle sensitive information including credit card numbers, bank details, and passport information
  • Actively acquire and apply in depth knowledge of CFA Institute’s portfolio of products and strive for single contact resolution for each client
  • Recognize cultural sensitivities and respond to each interaction with awareness of global diversity
  • Specialize in various subject areas and work across divisions and offices to keep Contact Center informed of any updates or policy changes
  • Document client communications in Siebel to provide knowledge cross-departmentally to enhance the customer experience
  • Serving as the main point of contact to customers as they call in with orders, questions or concerns
  • Accurately process customer transactions such as orders, quotes or returns

Education


California State University, San Bernardino - Palm Desert Campus
2002 - 2007
Bachelor's Degree in Finance

Professional Skills


  • Effective interaction with clients and colleagues across all levels of the organization in a professional, service-oriented way, and the ability to clearly articulate the value of TicketWeb’s products and services
  • Excellent telephone skills, problem solving, analytical and decision-making skills are required
  • Excellent communication skills, agency system processing, LIDP, knowledge of contractual provisions, PC skills (Word & EXCEL) and good mathematical aptitude
  • Excellent verbal and written communication skills Highly proficient computer skills with Windows Operating Systems and Microsoft Applications
  • Completion of a phlebotomy course or 6 months previous lab experience or other clinical experience. Previous experience with computers. Basic office skills
  • Excellent verbal and written communication skills as well as good listening skills
  • Extremely effective organizational skills (including prioritization and multi-tasking), with the ability to prioritize workload

How to write Client Services Representative Resume

Client Services Representative role is responsible for customer, organizational, interpersonal, computer, organization, analytical, word, basic, microsoft, software.
To write great resume for client services representative job, your resume must include:

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

Contact Information For Client Services Representative Resume

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

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

  • Above average communication skills - Strong interpersonal, verbal and written communication skills, excellent listening skills, and organizational skills
  • Strong organisational skills including the ability to prioritise tasks, effective time management, a high level of accuracy & speed relative to data entry
  • Good professional communication skills with the ability to speak clearly and effectively
  • Strong customer service, attention to detail and evidence of problem-solving skills are essential
  • Excellent analytical, numerical and problem solving skills, with good attention to detail
  • Good data entry skills (alpha & numeric) with excellent accuracy

Education on a Client Services Representative Resume

Make sure to make education a priority on your client services 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 services 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 Services Representative Resume

When listing skills on your client services 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 services representative skills:

  • Strong attention to detail and strong organization skills
  • Experience making presentations to groups as well as excellent organizational, interpersonal, written and verbal communication skills
  • Strong ability to effectively prioritize and execute tasks in a fast-paced office environment
  • Communicates effectively, gets along with clients, coworkers and management, and deals with others effectively and professionally under pressure
  • Strong verbal and written communication skills and excellent ability to listen and respond
  • Excellent organizational skills with ability to prioritize, problem solve, and meet deadlines

List of Typical Experience For a Client Services Representative Resume

1

Experience For Senior Client Services Representative Resume

  • Good mathematical aptitude, attention to detail, organization skills, good written and oral communication skills, PC literate
  • Strong customer service skills, Proven communication skills, ability to carry-on a positive conversation
  • Strong phone skills or call center experience
  • Innovative thinking; Detail-oriented; Strong problem solving and decision making skills; Flexible; Team-oriented; Client focused; Positive attitude
  • Demonstrate self-sufficiency by utilizing problem solving and research skills, and online resources
  • Strong written communication skills (including proper grammar, spelling and punctuation)
  •  Ability to absorb new concepts quickly, think independently, work effectively with others, and demonstrate keen problem-solving ability
  • Effective communication, and inter-personal skills
2

Experience For Client Services Representative Resume

  • Strong teamwork and collaboration skills that extend across cultural and ethnic backgrounds within a global setting
  • Strong communication skills in English and Mandarin is required to interact with customers from China
  •  Excellent interpersonal and organizational skills
  • Strong interpersonal skills; collaborative team player with a positive, can-do approach
  • Strong MS Excel, MS Word and MS PowerPoint skills, especially Excel
3

Experience For Client Services Representative, ERS Resume

  • Educator: communicates information effectively, helping clients use our tools confidently
  • Demonstrate a proven ability to navigate banking systems, such as; Interact and Synergy
  • Experience:1-2 years customer service or related experience
  • Language skills:Fluent English and Chinese(mandarin) required
  • Effectively manages down time and is able to seek opportunities
  • Candidates with additional language skills are welcome, both written and spoken (Korean, Chinese, Japanese, Portuguese, French, Italian, German & Spanish)
  • Experience filing alphabetically, numerically, and using a terminal digit filing system
4

Experience For Associate Client Services Representative Resume

  • Related working experience in Investment Banking
  • Demonstrate a true passion for customer service by proactively seeking ways to surprise and delight our clients and guests, always going the extra mile
  • Follow the Client Services Team standards to ensure delivery of an outstanding shopping experience to every customer via telephone and email
  • Restaurant/serving experience required
  • Assemble and provide effective packages and presentations for all prospective new and existing clients
  • A customer-service mindset with demonstrated ability to remain calm and patient when faced with challenging clients and situations
  • Develop and demonstrate a comprehensive understanding of the essential business functions
5

Experience For Weekend & Holiday Emergency Client Services Representative Resume

  • A positive work ethic and a commitment to upskilling
  • Service provider: providing a positive experience for clients that helps them see us as a partner
  • Experience with electronic trading platforms
  • Previous experience in a client facing role position
  • Experience in a client services environment, preferably in a technology-oriented setting
  • Consult with system users and provide intellectual information regarding the ProVenue application as a subject matter expert
  • Perform systems tests, analysis, and configuration to ensure system is in excellent running order
6

Experience For Global Client Services Representative Resume

  • Experience working with Salesforce as a CRM
  • Previous experience working in a laboratory environment
  • Strong technical understanding of business CRM system, processes and procedures
  • Experience working in customer relations
  • Confident with proper training in your ability to provide a positive customer experience through creative solutions
7

Experience For Representant des Services aux Clients Client Services Representative Resume

  • Experience working within Hedge Fund, Private Equity Fund, Fund-of-funds, and Endowment client or relevant industry
  • Project / Account Management or Customer Service experience in a Professional Office setting
  • Experience making presentations to groups
  • Over one year of experience in the banking/financial services
  • Intermediate skill in using Microsoft Outlook
  • Basic skill in using Microsoft Excel
  • Intermediate skill in using Internet Explorer
8

Experience For Client Services Representative, Night Team Resume

  • Experience in the banking/financial industry
  • Experience working in a client service call center
  • Experience in a similar Client facing role
  • Experience using LAW 5.0 and IPRO
9

Experience For OPS Client Services Representative Resume

  • Experience in financial services position (e.g., brokerage, banking,
  • Experience providing a high level of phone support
  • Participate in global initiatives for enhancing overall partner experiences including educating partners on resources available
  • Capability to approach problems in a rational and analytical manner to ensure comprehensive and effective resolution
  • Proven ability to be flexible and learn quickly in a dynamic environment
  • Consults with users and provides intellectual information regarding the ProVenue application
  • Performs systems tests, analysis, and configuration to ensure system is in excellent running order
  • Ensure excellent customer service is provided to current and potential clients
10

Experience For Dach Client Services Representative Resume

  • Prioritize and thoroughly follow up on assigned tasks
  • Manage strong corporate relationships with Speaker community (approx. 900 speakers)
  • When needed, identify the most cost-effective options for Speaker travel
  • Problem solver: formulates complete, effective, timely solutions
  • Experience with data processing and client contact

List of Typical Skills For a Client Services Representative Resume

1

Skills For Senior Client Services Representative Resume

  • Strong communication skills (verbal and written skills)
  • Demonstrated analytical, problem solving and decision-making skills
  • Analytical and reporting skills with strong problem-solving abilities
  • Strong communication skills, both written and oral, including the ability to communicate with audiences of varying roles and technical aptitudes
  • Deep understanding of MS Office suite products, including strong MS Excel, MS Word skills
  • Special Skills or Knowledge: Word-processing, Excel spreadsheet, Accounting systems experience, general computer knowledge
  • Strong problem solving abilities and analytical skills are necessary to follow through and satisfy customer, team mate and leader expectations
  • Excellent time management, multi-tasking, and follow up skills
  • Strong problem solving skills with the ability to identify problems in early to prevent larger issues
2

Skills For Client Services Representative Resume

  • Excellent problem solving and math skills
  • Possess the ability to apply effective listening skills
  • Excellent interpersonal, communication, and critical thinking skills required
  • Excellent organizational, interpersonal, written, and verbal communication skills
  • Apply effective listening skills
  • Strong computer skills; Proficient knowledge of Microsoft Word, Excel, and Access
  • Excellent interpersonal skills and ability to work in a fast paced team-oriented environment
3

Skills For Client Services Representative, ERS Resume

  • Strong data entry and telephone skills
  • Customer service focused with a professional attitude and excellent listening skills
  • Working in a professional, fast-paced environment that requires accuracy, multi-tasking and effectively communicating resolutions in an efficient manner
  • Outstanding organizational skills managing multiple tasks against deadlines
  • Banking or financial experience strongly desired
  • Establishing close relationships and good communications channels with customers to ensure a good information flow
  • Outstanding communications skills (both written and verbal) and interpersonal agility
  •  Deepen your client-facing skills, financial risk management and industry best-practices knowledge, while also expanding your technological toolkit
4

Skills For Associate Client Services Representative Resume

  • Has 1+ years of customer/client service experience, including experience handling difficult client situations
  • Has 1+ year of customer/client service experience, including experience handling difficult client situations
  • Overcome objections and effectively communicate SPS Commerce’s value proposition to key decision makers regarding appropriate SPS product offerings
  • Strong flexibility and the ability to manage and adapt to changing priorities quickly
  • Communicate effectively in writing, verbal, and interpersonal
  • Strong analytical troubleshooting skill
5

Skills For Weekend & Holiday Emergency Client Services Representative Resume

  • Solidcomputer Knowledge: MS Office 365 and a solid grasp of using the Internet
  • Use problem solving skills to create and offer solutions to customer issues of varied complexity
  • Interact courteously and effectively with a variety of people
  • Effectively and efficiently communicate requirements and patient results
  • An expert communicator who can listen effectively to find the root cause of issues and communicate in a clear and friendly way to ensure positive results
  • French language skills would be advtangeous
6

Skills For Global Client Services Representative Resume

  • Attention to detail and organization skills
  • Handle multiple projects and task effectively, timely, consistently accurately and professionally
  • Exceptional customer service skills and the ability to interact professionally with clients, faculty and staff
  • Exceptional customer service skills and the ability to interact professionally with clients, faculty, and staff
  • Candidates with additional language skills are welcome, both written and spoken
  • Intermediate level PC navigation skills
  • Basic math and analytical skills to review and correct data
7

Skills For Representant des Services aux Clients Client Services Representative Resume

  • Demonstrated ability to solve problems, prioritize and multi-task in a fast paced environment
  • Some projects require Bilingual (Spanish/English) skills
  • Communicates with customers regarding: pricing, product status, complaints, timelines and expediting, shipping and Return Goods Authorizations (RGA’s)
  • Experience of working in a financial service environment in Asset Servicing, Custody Servicing or Proxy Voting would be an advantage
  • Time management, multi-tasking, managing competing priorities
  • Experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures
  • Experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written
  • Direct experience in brand management, client service, media or entertainment, and/or marketing consulting, advertising or activation agencies
  • Experience in an enterprise office environment writing and responding to professional emails
8

Skills For Client Services Representative, Night Team Resume

  • Experience with engineering product pricing and quotations
  • Skill in operating a personal computer and job related software including the basics of Microsoft Project, Office Suite, SharePoint, and other related software
  • Experience in auditing or investigating issues in regulatory compliance
  • Customer Support or Call Center experience using various media channels including email, chat, ticket systems, and phones
  • Proven proficiency in managing client queries, driving high client satisfaction results and overall client advocacy
  • Experience supporting assigned clientele with an affinity for providing personalized service
  • Experience working in a laboratory setting (optional)
9

Skills For OPS Client Services Representative Resume

  • Previous experience working in a post-production environment
  • Trouble-shooting, support and customer service experience
  • Experience in working towards KPIs
  • At least 2-3 yrs experience in client servicing within financial services
  • Strong familiarity with Microsoft Office applications, including Outlook, Word, and Excel
  • Experience in a support role within a client services, sales or marketing department
  • Communication – has outstanding oral and written communication in order to respond to questions and able to demonstrate to individuals, groups and teams
  • Experience in the healthcare industry in a customer-facing role, such as a physician's office or hospital highly desired
  • Experience in the healthcare industry in a customer-facing role, such as a physician's office or hospital highly desired but not required
10

Skills For Dach Client Services Representative Resume

  • Personal computer experience in database, spreadsheet, word processing and internet navigation software
  • Experience working with culturally and linguistically diverse populations
  • A proven ability to work in a demanding front line service role as part of a client focused team
  • Demonstrable experience within operations in a clearing organisation, investment bank or similar financial background
  • This is an opportunity to be with an industry leading company that continues to experience tremendous growth
  • At least two years of experience in a client-facing position
  • The ability to manage competing priorities and timelines
  • Ensure that the clients receive clear communication, good service, and fast turn-around times consistent with superior analytical testing

List of Typical Responsibilities For a Client Services Representative Resume

1

Responsibilities For Senior Client Services Representative Resume

  • Excellent organizational, prioritization and efficient time management skills
  • Excellent organizational skills and self-motivated
  • Excellent soft-skills, empathy, and willingness to own resolution on a customer request
  • Experience in a client service role with demonstrated front-line responsibilities
  • Experience: 2-4 years customer service or related experience.
2

Responsibilities For Client Services Representative Resume

  • Prior financial services experience is required
  • Time Management and organization skills, to work accurately and efficiently, this is a production driven unit
  • Intermediate proficiency (1-3 years of experience) in written including grammar and spelling) and verbal communications
  • Validation of SunGard Global Trading software before release into production
  • Investment advisory firm, brokerage firm or banking experience highly desired
  •  Strong interest in technology and its relationship with the banking industry and risk management
  • Previous receptionist/customer services experience
3

Responsibilities For Client Services Representative, ERS Resume

  • Able to multi task and strong team player
  • Customer service/receptionist experience
  • Prioritize vendor’s AMC Networks workload
  • Team player with strong initiative and ability to quickly build extensive knowledge of SPS’s product offerings and that of competitors
  • Experience in a customer service role
  • Demonstrate knowledge of special needs and behaviors of specific age groups to include neonatal, pediatric, adolescent, adult, and geriatric
  • Experience with Champs, webDenis, Esolutions, and Medicare DDE
  • 0 – 1 years of experience required
  • Plan and prioritize their day to day workload to meet client deadlines
4

Responsibilities For Associate Client Services Representative Resume

  • Experience with Microsoft Word, Outlook and QuickBooks
  • Strong knowledge of Excel, Word, Outlook, and Internet
  • Experience in the Insurance or Financial Services industry desirable
  •  0-2 years’ experience
  • Experience with Novo Path LIS
  • Ensuring the branch opening or closing procedures are completed daily, depending on shift scheduling
  • Placing and/or facilitating execution of customer orders, resolving complex customer trading issues
  • Handling-seizing, holding, grasping
5

Responsibilities For Weekend & Holiday Emergency Client Services Representative Resume

  • Preparing documents created from previous sources by applying correct formatting, style, and formulas in Wdesk reporting software
  • Identifying additional revenue opportunities from “value add “ services (Consulting, training, customization, database
  • Understanding of clearing workflows (from trading to settlement)
  • Working in a professional, fast paced environment that requires accuracy, multi-tasking, and clearly communicating resolutions in an efficient manner
  • Listening to, understanding and providing solutions for our clients’ needs
6

Responsibilities For Global Client Services Representative Resume

  • Assisting sales with trade events, including collating display material and occasional attendance as required
  • Greeting clients and assisting them throughout their session
  • Documenting the patient’s account with pertinent data relating to the reason for the telephone call
  • Troubleshooting of production issues on client trading systems - GUI installed on Windows, backend processes hosted on Linux servers and SQL database
  • Writing acknowledgement letters in response to incoming correspondence from the member
  • Ongoing performance feedback and coaching
  • Understanding of market risk associated to trading activity
  • Monitoring spare parts and supplies, including consumable inventory control
7

Responsibilities For Representant des Services aux Clients Client Services Representative Resume

  • Researching and processing return and non-posted items related to secured credit card protfolio
  • Tracking and documenting of the bank’s Community Reinvestment Act-related activity
  • Partnering with sales organization to facilitate appropriate billing based on the Statement of Work and client requests
  • Contributing a team mindset and cultural awareness within our group, while presenting a clear sense of our vision and values to clients
  • Coordinating special events within the company and for clients
  • Educating callers on American Funds’ services and broader industry policies
  • Educating callers on American Funds' services and broader industry policies
8

Responsibilities For Client Services Representative, Night Team Resume

  • Reporting,start date and end date report, PRO audit report, compliance report, contact report,
  • Processing of all inforce transaction requests; premium payments, fund transfers and contract changes
  • Providing support for the customers Mercury software and other associated products
  • Addressing inbound inquiries from customers and prospects
  • Working in tandem with sales to help ensure A+ customer satisfaction and retention
9

Responsibilities For OPS Client Services Representative Resume

  • Ensuring that the Customer Relationship Management (CRM) is up-to-date with all prospect and customer information
  • Fulfilling letter request in response to inquiries from Customer Service
  • Working with other Capital Markets team members to ensure accuracy of documents through review of work completed
  • Working knowledge of FX and OTC, Equities and fixed Income
  • Reporting,start date and end date report, audit report, compliance report, contact report,
  • Maximizing ticket sales revenue from current Tigers season ticketholders through renewals, upgrades and referrals
10

Responsibilities For Dach Client Services Representative Resume

  • Meeting clients in the moments that matter to fully understand the need and fully resolve their situation the first time
  • Working with UNIX commands and SQL knowledge
  • Assisting internal teams with product knowledge and client insights
  • Working within Salesforce to track cases to resolution, and produce appropriate reports as needed
  • Researching client questions and/or issues
  • Willing to pursue attainment of industry designations (FLMI, ACS) or completion
  • Rotating Weekend and PH assignment, once every 4-5 weeks

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