Account Support Specialist Resume Samples

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S Johnston

Sherwood

Johnston

9270 Christiansen Place

Los Angeles

+1 (555) 571 3884

9270 Christiansen Place

Los Angeles

Phone

p +1 (555) 571 3884

Experience Experience

Phoenix, AZ

Account Support Specialist

Phoenix, AZ

Schulist-Schroeder

Phoenix, AZ

Account Support Specialist

Utilizes sales automation systems to manage day-to-day activities and update management on sales performance through system generated reports
Support client promotions and help make recommendations for process improvement
Provide support to Account Managers who are managing large partnerships and customers
Expedites orders with Production and /or Shipping. Works directly with Production Planning regarding the status of back-orders and rework rolls
Work in a team environment to close client business and execute delivery of product
Expands customer relationships through effective management of program performance
Assisting with partner questions, such as those related to reporting, analytics, or customer service

Detroit, MI

Key Account Support Specialist

Detroit, MI

McGlynn-Wilkinson

Detroit, MI

Key Account Support Specialist

Assist with preparation of due diligence operational setup forms for various intermediary platforms such as BNY SuRPAS and Merrill Lynch
Maintain key account contact list of ALPS fund clients and their respective Sales Managers
Learn to navigate and master the various intermediary trade portals such as Fidelity FundsNetwork and Charles Schwab IM Gateway and run client specific reports
Manage order process from entry to shipment, coordinate with ISC and DC to insure customer timing/process is met
Customer credits inc. discrepancies, performance fines, and program deductions
Assist with selling agreement execution and delivery to include proper setup of intermediaries at the Transfer Agent
Attend weekly client status calls regarding operational onboarding and sales efforts

present

Houston, TX

Senior Account Support Specialist

Houston, TX

Sporer, Torp and Goldner

present

Houston, TX

Senior Account Support Specialist

present

Assist in departmental reporting, tracking and special projects as assigned
Support the Company by participating in group problem solving efforts
Interface with Credit Department, expediting shipments and account maintenance
Establish and maintain positive business relationships, internally and externally, to promote Company goals
Examine records, such as bills, computer print outs, bills of lading, pricing on orders/commissions, group rebates, and related documents and correspondence, and converses or corresponds with customer and other Company personnel such as TM’s, billing, credit, sales, service shipping, to obtain facts regarding customer service
Compose and/or edits internal and external correspondence, reports, presentations, spreadsheets, charts/graphs. This includes outside vendor and customer correspondence, confidential material
Demonstrate teamwork to ensure achievement of team, individual, and corporate goals

Education Education

Bachelor’s Degree in Skill

Seton Hall University

Bachelor’s Degree in Skill

Skills Skills

Ability to multitask and work in a face-paced, customer facing organization Punctual work schedule, reliability
Strong attention to detail
Excellent communication and interpersonal skills and be able to work well within a team
Able to work effectively within a global team, ie, sharing knowledge, offering help
Strong organization skills and intense attention to detail
Ability to prioritize issues and manage time effectively, taking accountability for resolving customer issues
Manage a diverse and complex scope of account-related issues (I.E. renewals, cancellations, customer aging, etc.) directly related to the retention, support and growth of the company’s core product "Online Backup/Disaster Recovery"
Strong team player,highly motivated with a willingness to learn
Exceptional time management skills and ability to self-motivate
Share best practices with other team members to enhance the quality and efficiency of client services

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14 Account Support Specialist resume templates

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AM, Jpms Omni Account Support Specialist Resume Examples & Samples

Provide high quality, high touch service to JPMS Financial Advisors/Client Associates for all OMNI Account support. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products
Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations
Coordinate and follow through on FA/CA requests for products/services and account maintenance (i.e., open/close accounts, title changes, address changes, capital call notices, Mutual Fund trades, money movements, securities transfers, statement maintenance, etc.)
Research, follow-up and resolve inquiries and issues through effective interaction with advisors, client associates, product partners, branch/operations teams and other staff in a timely and professional manner
Series 99 licenses required for position: preferred upon hiring, but must be obtained within 180 days of hire
College degree or equivalent financial services/banking industry experience preferred
Client service experience preferred
Experience with a wide range of investment products preferred
Ability to work effectively as a member of a team
Ability to adapt to a rapidly changing business and technology environment
Exceptional problem-solving skills
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases

Corporate Account Support Specialist Resume Examples & Samples

Research – will be required to address miscellaneous customer related inquires as related to highlighting contract volume (CV) detail, service history & detail, account information (locations, assignments, etc) and pricing and payment information
Responsible for the Customer Inquiry (CI) and Plan of Action (POA) process and activity as it relates to supporting customers and customer specific account locations that may be having issues that could adversely impact the longevity of our relationship with a particular customer
Reporting – run queries, validate accuracy and deliver customer specific reports. Most reporting is related to validating compliance
Scheduling – provide assistance for unique customers like airlines
Liaison between customers, CAMs and field. Paging field employees for misc activities
Assist CAMs with customers presentations on an as needed
3+ years relevant industry/organizational operations knowledge
Intermediate proficiency in MS Excel
Associate’s or Bachelor’s degree in business, communications or IT
Advanced skills in multiple software programs and basic AS400 knowledge

Account Support Specialist Resume Examples & Samples

Setting up, running, and monitoring partner reporting
Assisting with partner questions, such as those related to reporting, analytics, or customer service
Sending commission reports to partners
Assisting with GCO issues if follow ups are required
Managing content requests (description, price, or geography) from LPS and / or partners
Raising and tracking tickets relating to bugs or partner requests
Completing EAC documentation requirements and administrative EAC follow-ups such as CID additions, adding new points of sale or new risk, EAC approval forms, credit limit increases, and credit reconciliations
0-2 years related industry experience
Ability to work and thrive in a multi-tasked, fast paced environment
Strong organization skills and intense attention to detail

Account Support Specialist Resume Examples & Samples

Ability to handle complex customer inquiries, problems, and non-routine matters relating to department activities in support of the sales force, agents and customers
Process customer calls pertaining to order entry, purchase order status, provide availability and in-depth information on products; provide pricing on applicable accounts
Expedites orders with Production and /or Shipping. Works directly with Production Planning regarding the status of back-orders and rework rolls
Interface with Credit Department, Special Projects, Account Maintenance and the Sales Force
Uses reports to monitor revisions and notifies customers and Sales Representatives. Proactively notifies Sales Representatives of upcoming issues regarding order status
Provides first call resolution on “hot” calls from Builder Customers and Sales Representatives
Establish and maintain positive business relationships, internally and externally, to promote company goals
Assist in departmental reporting, tracking, and special projects as assigned
High School Diploma or GED equivalency required and 1-2 years customer service related experience
Basic Computer Skills: in word-processing and spreadsheet applications (MS experience(s) that are multed. Word, Excel AS400, Inet, & Electronic mail required)
General office experience required with exposure in a customer service

Account Support Specialist Resume Examples & Samples

Address client needs (as communicated by the Senior Account Manager) as they occur; demonstrates strong sense of customer service
Works with Clients and Account Managers to ensure that Employee Files for Random pulls are accurately loaded in time for the client’s cyclical Randoms selections
In conjunction with the Account Manager creates ad-hoc reports for the client utilizing customized applications and MS Office Applications (primarily Excel)
May support the Customer Service team by handling overflow customer calls or the Account Managers as designated out-of-office backup
Special projects may include (but are not limited to): Client Status Reports; processing and QC’ing large Form Orders, new Location Setups, General Account updates, etc

Account Support Specialist Resume Examples & Samples

Style setup maintenance (UPC/GTIN for shipping label printing)
Customer setup, new locations, etc
3 to 5 years of Customer Service or related experience required

Account Support Specialist Resume Examples & Samples

Typically a Bachelor's degree or equivalent experience and 2-4 years related experience or Master's degree and up to two years experience
2-4 years related experience in a telephone support position in a service or end-user support environment. 1 year experience in the microcomputer industry. Technical training in hp or other manufacturers' product lines
Working knowledge of the field of Customer Relations
Demonstrated verbal communication and customer service skills
Ntermediate-level knowledge of operating systems software
Demonstrated writing/correspondence skills
Experience and demonstrated presentation skills
Knowledge of legal ramifications/conflicts in Customer Relations environment such as consumer rights and manufacturers' warranty responsibility

National Account Support Specialist Resume Examples & Samples

Preparation for Monthly and Quarterly Business Reviews; reporting, ie: KPIs and scorecards, SLAs, SPIN, MDAs, OpCo. Must be expert in Excel. Outlook, and PowerPoint with strong technical capabilities to learn and become expert in My Sysco Reporting, 360, SPIN, COQs, Sysco Mobile, My Sysco Truck, Sysco Market Express, and more
Support FSM AOP through project management of Customer visit debriefs, tracking of critical action items, ensuring due dates are hit, providing RVP support on key customer visits, coordinating complex “top to top” meetings, crafting custom sales presentations in Excel and PowerPoint
Manage customer calendar, routines & cadence, new SBI protocols. QBRs, MBRs and follow-up
Attend FSM internal & customer meetings as needed, document key take-away’s and action plans

Client Account Support Specialist Resume Examples & Samples

Proficient knowledge (min 3-5 years) in health care / managed care business and knowledge of administrative operations
High School Degree required. Bachelor’s degree highly preferred
Successful track record and/or possesses clear aptitude as a leader
Ability to manage through systems and influence direct and matrix partners to deliver
Exceptional relationship-building skills
Demonstrated planning/organizational skills; ability to plan for both the long and short term; ability to work on many issues at once and to prioritize work
Demonstrated ability to develop strong working relationships with matrix partners in the organization; ability to leverage matrix resources to drive deliverables
Previous account management / onsite service rep experience highly preferred

Account Support Specialist Resume Examples & Samples

Assisting with partner questions, such as those related to reporting, analytics or customer service
Assisting with submission and approvals of opportunities through Salesforce and Docusign
Good written and oral communication skills
Experience in Microsoft Word, Excel and PowerPoint
Ability to work and thrive in a multi-tasked, dynamic environment
Proficiency in English. Other language skills may be required depending on the location of the position
LI-LC2

Account Support Specialist Resume Examples & Samples

Responsible for project management and reporting for the client management process to ensure that due dates and deliverables are tracked and on schedule for all client activities as assigned by manager and team. Attends client conference calls and onsite meetings to document client deliverables, client summary notes and follow up items
Prepares and develops client presentations. Assists in the development, coordination and materials necessary for site visits/client meetings
Exercises independent judgment and discretion responding to requests, arranging meetings and interacting with key contacts
Independently handles the setting up and maintenance of client project tracking reports and processes
Coordinates or independently completes special projects according to manager's general instructions. May assist manager or other staff members with more complex and detailed client projects
Participates in additional client support related activities at the direction manager, and interacts with team to meet internal reporting requirements and deliverables

Business Account Support Specialist Resume Examples & Samples

Two years experience operating a computer in a Windows based environment
Two years experience in a customer facing environment
Two years experience and/or technical education/training troubleshooting computer hardware, mobile phones, or other electronic devices
Two years working with/in billing, data applications, data services and network performance

Major Account Support Specialist Resume Examples & Samples

Continually develops and updates Account Profiles of Named Accounts ensuring all activities, relationship touch-points, PB activities, etc., are documented and account strategies are implemented
Ensures understanding of customer’s business processes, issues and requirements
In conjunction with General Managers, assures customer requirements are met on a daily basis. Builds customer loyalty at the executive level of named Accounts
Interacts directly with Named accounts assigned to them and their partner MAE across regions. Actively engages representatives of named accounts frequently in person and by phone
Monitors and evaluates required reporting to assure volumes, pricing and quality are appropriate and customer problem/issues are resolved and service level expectations are met
Identify and implement PBI cross selling opportunities
Develop and maintain relationships with relevant industry influencers, i.e., associations and consultants that will benefit account strategies
Develops and negotiates an effective contract strategy that is measured by the preservation and protection of existing contracts as well as the growth within each
Requires creative, relentless, customer focused individual with 5+ years of account management experience interacting at the Executive Level
Print and mail industry experience strongly preferred with prior personal successful sales experience
Experience with sales and service to Fortune 500 companies strongly preferred
Ability to influence various levels within the customer hierarchy
A proven track record of high sales achievement

Key Account Support Specialist Resume Examples & Samples

Become knowledgeable at key retailer supplier systems, information needs, and delivery requirements
Coordinate the resources of the HSP supply chain & marketing teams to ensure all requirements are met in a timely fashion
Customer credits inc. discrepancies, performance fines, and program deductions
Manage order process from entry to shipment, coordinate with ISC and DC to insure customer timing/process is met
Take lead in solving issues, escalate as necessary
Build relationships with customer supply teams, travel to customer when necessary
Insure penalties are vetted, documented and processed
Coordinate EDI onboarding of new customers
5 years sales /customer service experience
Strong organization, conceptual, analytical, financial, and communication skill sets
Strong system skills (or ability to quickly learn) – SAP, Business Objects, salesforce.com
Travel – 10%

Key Account Support Specialist Resume Examples & Samples

Play a critical role and act as a point of contact for the coordination and resolution of all Fund servicing matters for our clients and key intermediary relationships
Develop and foster relationships with key intermediary operational contacts and maintain database of onboarding requirements
Assist with preparation of due diligence operational setup forms for various intermediary platforms such as BNY SuRPAS and Merrill Lynch
Learn to navigate and master the various intermediary trade portals such as Fidelity FundsNetwork and Charles Schwab IM Gateway and run client specific reports
Attend weekly client status calls regarding operational onboarding and sales efforts
Assist with selling agreement execution and delivery to include proper setup of intermediaries at the Transfer Agent
Maintain key account contact list of ALPS fund clients and their respective Sales Managers
Complete, review and maintain all Mutual Fund Profile II updates in the NSCC database
Submit all NSCC required forms for new NSCC participant numbers and service additions/deletions
Complete CUSIP add forms for UCIT NSCC clients
Take part in industry webinars and stay current on industry trends and topics relating to the distribution of Mutual Fund products
Maintain the integrity of ALPS as a business partner from all viewpoints
Customer focused with high level of responsiveness
Interpersonal, relational and social predisposition
Ability to prioritize multiple tasks with emphasis on accurate completion
High level of problem solving acumen
2+ years of Mutual Fund industry experience with general knowledge of financial services operations
Proficiency in the Microsoft Office suite
2 Year Associates Degree/Bachelor’s Degree preferred
FINRA Series 6 and 99 (if not currently licensed, will be required as condition of employment)

Senior Account Support Specialist Resume Examples & Samples

Act as a senior team member, providing cross-functional support to major accounts. Applies advance knowledge and experience to resolve coordinate or provide direction to ensure key company accounts receive prompt and effective service
May provide assistance to Customer Service Representatives and Account Support Specialists I & II
May provide assistance to leads, offering guidance and direction to junior team members. Act as a liaison between the Company and the account. Requires considerable adaptation in response to major accounts in order to achieve success
Interface with Credit Department, expediting shipments and account maintenance
Interpret orders and documentation for customers and process orders in accordance with established contracts. Expedite and trace orders to meet customers needs
Process customer inquiry calls pertaining to Purchase Order status, provide availability and in-depth information on Products, provide pricing on applicable accounts and to expedite shipment requests
Compose and/or edits internal and external correspondence, reports, presentations, spreadsheets, charts/graphs. This includes outside vendor and customer correspondence, confidential material
Maintain and establish appropriate confidentiality with sensitive material and information
Examine records, such as bills, computer print outs, bills of lading, pricing on orders/commissions, group rebates, and related documents and correspondence, and converses or corresponds with customer and other Company personnel such as TM’s, billing, credit, sales, service shipping, to obtain facts regarding customer service
Establish and maintain positive business relationships, internally and externally, to promote Company goals
Support the Company by participating in group problem solving efforts
Demonstrate teamwork to ensure achievement of team, individual, and corporate goals
Assist in departmental reporting, tracking and special projects as assigned
High School Diploma or GED equivalency required. Some college in business related field or (CCSS) Certified Customer Service Specialist certification preferred
Intermediate Computer Skills: in word-processing and spreadsheet applications (MS Word, Excel AS400, Inet, & Electronic mail required)
In-depth knowledge of Company brands and products information required to perform the essential functions of the job. In-depth knowledge of commonly used concepts, practices and procedures related to department activities
2-4 years of Account Support Specialist experience required
Proven expedite skills required
Experience to handle most complex customer inquiries and problems and non-routine matters
Master knowledge of all skills and responsibilities up to a Account Support Specialist II. Proven leadership skills
Strong commitment to customer/client satisfaction
Ability to perform with ease multiple tasks and manage time effectively
Ability to effectively communicate on a professional manner as well as interpret incoming calls and handle in an appropriate manner
Must possess excellent organization skills, pronounced judgment and decision making abilities and be able to maintain confidentiality of information
High degree of skill and ability to explain most complex matters to ensure customer satisfaction and retention
Excellent oral and written communication skills with a demonstrated ability to interact effectively with individuals at all levels in the organization required. Good Voice Quality that is conversational and professional
Ability to interpret and follow oral and written instructions, policies, guidelines and processing standards
Ability to demonstrate strong organizational and problem solving skills required
Ability to demonstrate strong interpersonal relationship building skills
Must have the ability to work independently with minimum supervision as well as be an effective team member

Account Support Specialist Resume Examples & Samples

Sales support/inside sales and/or customer service/order processing
Experience working with external customers
Microsoft Office (MSExcel, MSWord, MS Powerpoint)
Salesforce.com (preferred)
Oracle or other ERP/Order management systems (preferred)
Ability to multitask and work in a face-paced, customer facing organization Punctual work schedule, reliability

Account Support Specialist Resume Examples & Samples

Provide support to Account Managers who are managing large partnerships and customers
Assist with coordination of client and internal meetings
Support client promotions and help make recommendations for process improvement
Handle and resolve escalations in a timely manner
Provide accurate and timely recommendations to client requests
Coordinate design and printing of promotional materials
Report on promotional campaigns
Assist in the preparation of client quarterly and annual program reviews
Provide support to client audits
Setup and monitor client invoicing per current client contractual agreements
Coordinate and provide recommendations to invoicing requirements
May handle a small select group of accounts
Interact with cross functional teams such as Finance, IT and other groups as appropriate
BBA or BS Required plus 2-3 year experience in building and managing client relationships
Advanced skills with MS Outlook, Excel (Pivot tables, V-look up and macro experience a plus), Word, and Power Point
Strong knowledge of proprietary reporting applications
Strong knowledge of market, industry and client information
Must be able to handle multiple projects
Detail oriented, creative thinking and innovative decision making
Must be able to work independently and to work cross functionally throughout the organization

Account Support Specialist Resume Examples & Samples

Address client setup needs as they occur; demonstrate strong sense of customer service
Train/update clients about new technology, product offerings and pricing of those products
Identify/implement methods that can enhance how the client receives products
Audit Daily Collection Log
Tracks Inconclusive tests through system and reports results in daily updates
System setup of Projects, and all subordinate locations, upkeep of addresses and contacts
Communicating directly with clients and internal Project Teams providing immediate solutions to issues, web access information, billing concerns, via phone and email
Four-year degree from accredited college or university with concentration in Business Administration or Marketing preferred
Previous account management, vendor management, or customer service experience
Experience with corporate culture along with an excellent customer service mentality

Local Account Support Specialist Resume Examples & Samples

1+ years experience in a call center environment
Proven ability working in multiple systems simultaneously while on phone
Experience in a service industry setting with constant client contact/interaction
Comfortable in a high demand environment
Strong computer literacy (Internet Explorer, Excel, Word, Power Point)
Retain and apply new information quickly

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