Client Service Executive Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the client service executive job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

M O'Reilly

Michele

O'Reilly

53537 Zboncak Road

San Francisco

+1 (555) 146 9019

53537 Zboncak Road

San Francisco

Phone

p +1 (555) 146 9019

Experience Experience

Dallas, TX

Client Service Executive

Dallas, TX

Parisian-Aufderhar

Dallas, TX

Client Service Executive

Provide ad-hoc performance in conjunction with performance team
Ensuring detailed performance recovery plans are created for each ‘at risk’ client
Works with Genpact in troubleshooting retail and supplier campaigns and other requests specific to execution that come from Account Manager/Sales/Clients
Contribute to writing PPM and manage the distribution and mailing; create materials for fundraising, road-shows and follow-up meetings
Establish and consistently maintain effective and positive working relationships with Associates and clients
Provide input and assist with preparation and running of team meetings
Documents problems and corrective actions/procedures in tracking software. Works with development staff to determine problem solutions

Los Angeles, CA

IM , International Client Service Executive

Los Angeles, CA

Wehner Inc

Los Angeles, CA

IM , International Client Service Executive

Identify areas for process and client service improvements on an ongoing basis and in line with business, market and product developments
Alert management immediately of any significant changes to business risks and internal controls effectiveness
Foster and maintain strong working relationships with the operational contacts of BNY Mellon's clients
Notify management and/or Compliance immediately of any regulatory breach
Work alongside the Sales Team supporting the sales process and ensuring that they are kept appraised of all relevant issues relating to the client
Assist in the negotiation and implementation of new legal agreements
Maintain and improve tight risk control processes

present

Phoenix, AZ

Senior Client Service Executive

Phoenix, AZ

Fahey, Ryan and Lowe

present

Phoenix, AZ

Senior Client Service Executive

present

Delivering strategic insights that will help your clients grow their categories and brands, by analysing and utilising data on what consumers watch and buy
Taking responsibility for revenue and client satisfaction targets for your accounts
Being the primary business contact for clients and managing their day to day enquiries
Providing value added analysis and presentations that clearly address client's business issues
Managing the day to day liaison and coordination of servicing for your key client contacts
Developing and delivering against account plans to support your clients business objectives
Developing strong relationships with key stakeholders in areas such as Marketing, Category Management, Consumer Insight & Sales

Education Education

Bachelor’s Degree in Business

University of Southern California

Bachelor’s Degree in Business

Skills Skills

Excellent written and verbal communication skills, with the ability to project a professional demeanor at all times
Solid organizational and time management skills with strong attention to detail
Excellent PC user knowledge
Professional, organised, motivated, strong interpersonal and verbal/written communication skills
A good level of proficiency in financial reporting & documentation (Excel)
Excellent interpersonal skills; able to listen and converse well on all levels as well as exceptional written and verbal communication skills
Professional proficiency in English and one other language, either German or French
Strong knowledge of MS Office Suite
Strong attention to detail
IT skills, detailed working knowledge of Microsoft Word, Excel & PowerPoint

Create a Resume in Minutes

15 Client Service Executive resume templates

Read our complete resume writing guides

Distribution Client Service Executive Resume Examples & Samples

Responsible for creating, planning and executing the after-sales activities liaising with the marketing, product and operational departments of our commercial revenue and procurement clients across Free TV, Pay TV and New Media
Guarantee that the (i) commercial revenue and (ii) FTA cable distribution procurement agreements are satisfactorily captured by the business and agreed with the client and key stakeholders across their scope and strategy; budget; timeline and deliverables
Perform the overall day-to-day management with the respective peers at our clients
Continually seek opportunities together with the Team to increase customer satisfaction and deepen client relationships
Build a knowledge base of client´s business, organisation and objectives to provide and ensure long-term ROI
Be the voice of the business unit into the corporate and technical service teams, representing needs and priorities
Take additional projects and business responsibilities as opportunities and interests arise

Client Service Executive Resume Examples & Samples

Point of contact (email and telephone) for servicing needs of Corporate banking clients
Become a trusted reference point for both internal and external clients
Generate leads to support sales activity within the team
Provide expert support and advice to clients and colleagues
Adhere to operational rigour and compliance principles
Record and maintain an accurate customer contact history using bank systems

Outbound Customer & Client Service Executive Resume Examples & Samples

3 week day shifts of 16:00 – 19:30, and 10-8pm on Saturday
Minimum grade C GCSE Maths & English or equivalent
Knowledge of customer service principles and practices
Knowledge of relevant computer applications
Keyboard skills, including the ability to type
Knowledge of administrative procedures
Numeric, oral and written language applications
Knowledge of KYC, SOX Compliance and Money Laundering Legislation

Client Service Executive Resume Examples & Samples

Supervised by RMs and Platform Managers
Adhere to procedures, manuals and guidelines
Management of Risk
Is aware of the Operational Risk scenario associated with the role and acts in a manner that takes account of operational risk considerations
Minimum of Bachelor’s degree in business, finance, related field or equivalent experience
Applicable FINRA licences (Series 7, etc.)
Minimum of two years proven and progressive private banking experience or equivalent
Proven customer service, communications, sales, mathematical, analytical, organizational, and planning skills
Good understanding of the major products/services available in the private banking industry
Credit Skills – ideally obtained in an area dealing with HNW individuals/Business Banking
IT Skills – knowledge of Microsoft Office Applications
A good team player with drive for success and achievement

Client Service Executive Resume Examples & Samples

Work with other areas of HSBC as required, to serve our clients and resolve any potential issues and problems
Prepare appropriate documentation for transaction execution and coordinate process flow by partnering with internal business units
Monitor client’s daily transaction activity to ensure alignment with expected activity
Inform Banking team of potential issues, possible fraud or unexpected activity that is not in line with the customer’s standard instructions
Prepare ad-hoc reports on account cash balances, overdrafts, significant balances, currency transactions and ensure the proper disclaimers are attached
Accompany Private Bankers on customer calls and provide information regarding service, operations, products, and technology platforms
Develop comprehensive knowledge of all HSBC products
Ensure activities comply with pertinent internal policies and external regulations
Communication with HSBC officers and other business partners involved in the maintenance of internal control standards and the development of related procedural guidance
Support the Company’s Diversity programs. Adhere strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices; report control weaknesses, compliance
To maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Minimum of two years proven and progressive private banking or customer service experience or equivalent
Minimum of Bachelors degree in business, finance, related field or equivalent experience
Ability to manage multiple and changing priorities with tact, diplomacy and confidentiality
Ability to work effectively on a team and with business partners and colleagues throughout the organization

Client Service Executive Resume Examples & Samples

Drive integrated end-to-end service delivery
Manage the outsourcing client P&L (for entire portfolio of clients)
Work with Account Executives on growth opportunities
Lead internal and external client governance
Manage/resolve client escalations
Lead outsourcing contract negotiations
Own the client plan and dialogue required to improve cost to serve along with the domain/delivery leads
Manage client demand and change order priority for delivery teams that impact delivery workload
Manage demand created due to escalations on service delivery
External client exposure/consulting experience - experience with concepts in business-to-business and/or business-to-business-to-consumer is important
Experience collaborating effectively in a team environment and accountability for team results - must be comfortable and skilled in developing marketing strategies and plans, as well as executing tactics in a hands-on environment
Prior outsourcing experience highly desired – with ability to quickly understand the Aon Hewitt solution model and ongoing operations. Knowledge of retirement, health, and talent preferred
Strong communication skills. Provides information to others both internal and external to the organization; represents the organization to customers and other external sources
Strong interpersonal skills to support team building: Builds mutual trust and encourages respect and cooperation among team members
Strong ability to establish alliances with other departments and organizations by recognizing dependencies in order to assess potential partnership and commitment to the program
Sales experience; ability to sell services to large, complex clients

CIB Client Service Executive Resume Examples & Samples

Strong experience selling cash management products, knowledge of such products and overall business acumen (10 years industry experience)
Clear command of competitors' products, strategies and value propositions
Experience selling international and global cash management products
Proficiency in identifying and exploiting supplemental sales opportunities
Demonstrated ability to position and close new business
Ability to assist in the design, sale and delivery of value-added services
Competence in assessing new opportunities/prospecting, contacting key decision makers
Strong account planning and demonstrated execution
Comprehension of customer's industries, business needs and potential solutions
Demonstrated leader through the ability to motivate others and provide a strategic vision
Ability to build strong relationships across the client's and JPMorgan's organization
Strong ability to influence and negotiation skills

Client Service Executive Resume Examples & Samples

Dealing with client queries including day to day account administration e.g. processing asset transfer and change of address requests; online access issues or questions
Assemble all necessary documentation for Client Meetings, not limited to presentations/meeting materials/review documentation and confidential information
Preparing new and maintaining existing client files, including scanning and filing client documents, maintaining these to the company's standards and ensuring they are compliant
Data-inputting in the CRM system (in-house training will be given) ensuring information is correct and entered properly
Responsible for opening new accounts and ensuring all supporting documentation is compliant
Assisting clients with preparation of paperwork; ensuring all required information is sent and returned accurately and in a timely manner
Diligently monitor transfers of cash and assets to and from client's accounts
Recording all money movements on a daily basis and reporting weekly funds
Liaising with platforms and service providers, ensuring that all communications are carried out in a professional and courteous manner
Pro-actively service clients on an on-going basis delivering them a phenomenal client experience to support the client on-boarding process and preserve on-going client relationships
Interacting with platform providers on behalf of the client, not limited to obtaining information in advance of meetings and follow-up for the return of documentation
Build and maintain effective working relationships with clients and colleagues
Can clearly understand and demonstrate giving outstanding customer service
Effective presentation skills and the ability to research and package information for the team and clients
Deploy assertiveness skills and use initiative when appropriate
Excellent interpersonal skills; able to listen and converse well on all levels as well as exceptional written and verbal communication skills
Team player with experience of working in a team environment, able to identify and help others when required
Efficient time management skills to plan workload and prioritise accordingly
Tactful, trustworthy, diplomatic and able to maintain confidentiality
A deep rooted desire to continue to learn, develop and implement processes and procedures
Possess a minimum of 18 month's experience in middle to front office customer services within financial services
Strong knowledge of MS Office Suite
CRM experience is advantageous however training will be provided

Associate Client Service Executive Intern Resume Examples & Samples

Provide technical support to ADTECH clients
Help customers to use our Adserving technology with all its products
Debug websites: troubleshoot browser – server communication
Review Banner issues (Rich Media: e.g. Flash, HTML5 or 3rd party redirects)
Conduct customer and internal product trainings
Check counting discrepancies with 3rd party systems
Audit Internal data and provide key metrics
Help our Consulting and Sales teams in case of technical questions
Pro-active collaboration in our internal service team, support international colleagues
You would appreciate working with clients and can communicate professionally
You are a team player and appreciate to have a close exchange of information with colleagues
You are open minded and want to work with different cultures and nationalities
You have already worked on your own website and have understanding of web technologies (e.g. HTML, CSS, Javascript)
BA or BSc degree (or equivalent)

Client Service Executive Resume Examples & Samples

Communication with HSBC officers and other business partners involved in the maintenance of internal control standards and
Daily discretion within assigned authority. Decisions beyond assigned authority are referred to higher levels of
Series 7 and 63 preferred

Client Service Executive Resume Examples & Samples

Customer Care
Efficiency and Compliance
CIP qualification and progress towards full ACII qualification would be a significant advantage
At least 3 years experience working as Commercial Insurance broker

Client Service Executive Resume Examples & Samples

Developing comprehensive knowledge of all HSBC products
Mastering all compliance and operational risk policies and procedures in accordance with HSBC and regulatory standards, including Know Your Customer, and external regulations
Perform according to prescribed procedures
Minimum of five years proven and progressive private banking and related financial services industry experience or equivalent
Sound knowledge of private banking products, markets and traditional and non-traditional service providers
Strong knowledge of regulations affecting area of responsibility

Client Service Executive Resume Examples & Samples

Support and take care of existing mandates and clients, including onboarding of new mandates
Developing strong, personal relationships with existing clients
Proactively identify potential issues with clients and related consultants etc
Act as first point of contact for reporting service providers
Develop and maintain local relationship to KVGs and custodians
Administrative responsibilities including monthly/quarterly reports to clients
Support head of institutional sales as well as sales directors
Update CRM tool etc
Monitoring regulatory changes and developments, especially with relevance to reporting standards and templates

Client Service Executive Resume Examples & Samples

5 years of experience in Corporate Trust
Strong client service and communication skills
Proficiency with computer platforms and applications
CCTS certification

Client Service Executive Resume Examples & Samples

Provide high quality customer service by responding to telephone, correspondences, emails and web inquiries from shareholders, dealers, internal and prospective clients
Make outbound calls to shareholders, dealers and other interested parties to resolve transactions that are not in good order for processing
Ensure that our service offering is well defined, communicated and understood by our customers
Ensure key transaction related items (unsettled cash, complaints, adjustments etc) are addressed on a timely basis
Manage client expectations and control the orderly resolution of clients’ queries within agreed service standards; communicate service delivery levels and participate in regular internal customer service meetings with the Singapore/Hyderabad Operations team
Initialize investigations of complaints via internal communication channels. Create written responses to customer complaints after investigation results have been received from other internal departments and send letters of apology where necessary. Monitor time-sensitive transactions
Provide support for web-based shareholder and dealer servicing platforms
Act as liaison between the customers, the sales department and the operation teams
Ensure that all customer queries are properly logged in Franklin Templeton core system
Escalate client complaints promptly and follow up for early resolution
Liaise with business partners to ensure prompt resolution of open queries
Provide on the job training on the routine work to the new teammates
Assist with policies & procedures updates and projects, as needed
Prepare daily and periodic statistics
Keep abreast of current market conditions, fund and company policies, and all procedural information. Maintain knowledge of all applicable investment and regulatory changes

Client Service Executive Resume Examples & Samples

2+ years proven and progressive Private Banking or Customer Service experience or equivalent
Bachelor's Degree in Business, Finance, related field or equivalent experience
Solid analytical, mathematical, and sales skills

Client Service Executive Resume Examples & Samples

Serve as the single point of contact to the customer for all aspects of client services
Lead new contract kickoff and customer onboarding process with internal stake holders andsystems (i.e. Finance, Legal, Operations, and Engineering)
Manage customer escalations for Engineering, Operations, and Finance (billing) customer issues
Work with the Sales Account Manager to drive additional products and services into the account
Manage weekly status calls with customer and all follow on action items
Manage Monthly/Quarterly business operations reviews with customers including the presentation with customer KPI's and SLAs
Works to identify and obtain participation from required cross-functional core team members, including matrixed project managers, with guidance from Strategic Business Initiative or senior staff
Creates program plans and maintains program record. Works with the core team to identify and schedule all the work required to fulfill program scope, including identification and management of critical path

Client Service Executive Resume Examples & Samples

Excellent telephone manor
Used to working to SLA's
Previous experience taking inbound calls
Attending team meetings

Client Service Executive Resume Examples & Samples

Monthly factsheets and quarterly asset management reports of public funds
Preparing RFPs and due diligence
Ensuring timely provide a variety of requests from clients (including daily, weekly and ad-hoc data) and services to the retail clients within the agreed service level agreements
Support the Product development team which includes
At least 3 years relevant work experience, preferably from the Asset Management Industry
Strong in both English and Korean communication skills (spoken and written)
Tertiary qualifications in Finance/Economics/ Maths/Accounting or other relevant disciplines
Strong interpersonal skills with an ability to deal with trading counterparties and colleagues in other divisions
Attention to detail focused, diligent and be accountable and reliable
Mature, responsible and highly focused
Resilient and motivated
Team player and understanding of a corporate culture essential

Technical Client Service Executive Resume Examples & Samples

To provide excellent customer support for our users of paid content
Accurately recording client incidents within our case management system (Salesforce)
Advising customers on the best use / technical implementation
Site visits alongside our Sales team
Creating/enhancing user guides/FAQ documentation in order to improve client relations and share knowledge to our global team
Driving the resolution of issues, queries and enhancement requests by working with key stakeholders and our technical teams in order to fulfil new requirements raised by our Customers (product or delivery mechanism)
Upholding high standards of customer support
The successful candidate will need to demonstrate a strong customer focus and a solid technical understanding, with skills in the following key areas

Client Service Executive Resume Examples & Samples

Initiating and building a strong relationship among the key media players in the region
Working in partnership with media clients and our global team to identify and develop new opportunities
Building up and delivering expertise to the market (Being the media research/market expert)
Supporting the launch and deployment of our evaluation and analysis software at our media clients
Supporting and embedding Media Research tools and insights as management tool for our clients through conducting software trainings, consulting and ongoing support of the end users
Identifying client needs and developments in the media industry with a focus on TV markets – and translates this – together with the global Audience Measurement team into adjustments of GfK proprietary tools
Testing of our software tools
Working collaboratively with colleagues at all levels and demonstrating a willingness to 'roll your sleeves up' and deep dive into data analysis

Client Service Executive Resume Examples & Samples

Support the launch and deployment of our evaluation and analysis software at our media clients
Support software trainings, provide ongoing 1st level support to the users
Support testing of our software tools
Help our media clients to realize the potential of our reporting and analysis tools in supporting their daily workflow
Will be required to be 'hands on' with analytics
Presentation of tools
Analyses on media research data and planning workflows

Client Service Executive for Multivendor Services Resume Examples & Samples

Select and prioritize the high-growth and value revenue opportunities
Participate in or lead cross functional sales and marketing teams
Develop client value propositions that clearly identify financial and other business benefits
Create multivendor services proposals and contracts
Select the appropriate offerings that will meet client's business objectives
Select territory distribution channels for solution delivery, with Territory Partner Management
Identify and utilize all marketing resources available to help meet territory objectives
Accountable for total customer satisfaction and market share, IBM revenue and profit
At least 3-5 years experience in Sales or Delivery
At least 3-5 years experience in selling, or delivering IT infrastructure services
German: fluent in writing and speaking
English: fluent in writing and speaking
French: fluent in writing and speaking

Client Service Executive Director Resume Examples & Samples

BA/BS degree in related field of study required. Advanced education degrees preferred
15+ years of experience in reinsurance claims and client services management preferred
Professional designations such as CPCU, ARM, ARe, CIC preferred
Project Management Certification and/or related work experience preferred
Proven track record of effective complex claims management, complex client servicing management,
Claims processing consulting, and workflow development / administration preferred
Experience working with Mumbai and or other off-shore resources
Global management experience
Ability to identify and leverage essential information and think in a critical and logical manner
Ability to work in a client-centric strategic and decisive manner according to tight deadlines
Excellent communication (written, verbal & oral) and interpersonal skills

Client Service Executive Resume Examples & Samples

FSA registered (CF30 or equivalent and RDR Compliant - essential)
Candidates should ideally have 2 years previous experience in financial services
Excellent PC user knowledge
A good level of proficiency in financial reporting & documentation (Excel)

Client Service Executive Resume Examples & Samples

No less than seven years of experience in the financial services/banking field interacting with clients
Knowledge of bankcard/credit card processing concepts. Working knowledge of the financial services industry
Working knowledge of VisionPLUS and Fiserv products/systems strongly preferred
No Supervisory/Management experience required
Must be able to follow established guidelines to accomplish tasks and solve more complex problems
Solid computer skills with MS Office Suite and related office equipment
Solid organizational and time management skills with strong attention to detail
Ability to work independently as well as in a team environment
Demonstrated strong customer service skills and communication skills (both written and verbal)
Strong decision making skills for handling reseller situations with their interest in mind at all times
Ability to create and provide presentations to resellers once a year
Experience with VisionPLUS software

Client Service Executive Resume Examples & Samples

Developing relationships with clients to identify their unique needs, and suggesting innovative products that are right for them
Providing expert advice to both clients and colleagues
Proactively seeking client feedback, reporting noteworthy trends, and identifying potential improvement plans
Sharing newly acquired knowledge and best practices with the team, coaching, and acting as a role model for your colleagues
Keeping up with changes to compliance and rigour procedures, along with any issues that could affect your role
World-class service skills and a genuine desire to go above-and-beyond for our customers
The ability to communicate clearly with clients, colleagues, and stakeholders at all levels
A strong sense of commercial awareness, supported by management and leadership skills
Proven technical and organisational abilities
The confidence and drive to meet challenging targets while actively pursuing your own personal and professional development

Client Service Executive Resume Examples & Samples

Provide expert knowledge of all systems and processes associated with the products you support, sharing knowledge and best practice with offshore colleagues and clients where appropriate
Seek client feedback to monitor service levels and drive appropriate improvements to achieve number one client satisfaction when measured against other Banks
Providing role model behaviour and act as a mentor to other advisors
Provide input and assist with preparation and running of team meetings
Data protection act and good understanding of operational rigour
Health and safety at work, FCA, complaints procedure
Regulations relevant to work and other compliance regulatory issues

Client Service Executive Resume Examples & Samples

You will work closely with National Account Managers and Sales Directors at our midtown Manhattan office
Gain a strong knowledge of the features, functions, and values of Accuity’s products
Communicate with the Support/Fulfillment team to escalate critical client issues to ensure resolution
You will perform demos of Accuity’s online products to prospective and current customers
You will have the opportunity to communicate to customers via email and phone in a professional manner with a purpose to identify appropriate contacts, qualify and drive leads and establish appointments for Account Managers
You will gain industry knowledge in regards to Accuity’s target markets
Grow your skills in new business research and client relations
In depth analysis and reporting on lead and account activity, status, and dispositioning
0-2 years of relevant work experience in sales or pre-sales business setting
Self-motivated and well organized
Strong knowledge of MS Office – Outlook, Powerpoint, Excel

Client Service Executive Resume Examples & Samples

Provide support in the day-to-day management of clients by achieving a high level of visibility/contribution to key client contacts and obtaining regular client need input
Develop and deliver insights and recommendations that are aligned to client objectives and that have quantifiable value for the client
Operate within the framework of the account plan and provide input into the detail of what needs to be delivered within what timeframes
Identify revenue opportunities at assigned clients by discerning client needs within the agreed account plan and highlight need for specialist assistance of other services/products, as appropriate
Share knowledge and contribute information about industry/client with team
Excellent numerical and analytical skills
Education – Bachelors degree in Marketing, Sociology or Communication
Strong Business English knowledge, both verbal and written

AIM Client Service Executive Senior Chicago Resume Examples & Samples

10 years of experience in health plan management, account management or IT systems/business process consulting
MS preferred
Experience in provider network management, health benefits management, care management, or call centers in health care industry preferred
Deep understanding of the healthcare industry important
Management consulting experience is a plus
Ability to travel approximately 10 percent of time

Client Service Executive Resume Examples & Samples

Support the team (as above) in the development and maintenance of spreadsheets, preparation of reporting and meeting materials and maintain key product and team statistics
Interaction with administrative / operational units within Cazenove Capital (based in Zurich and London) or its custodians and assist with the management of the service to ensure seamless client relationship management
Assist team members at quarter end to complete and send out client reports
Ensure the proper operation of clients’ portfolios and accounts in line with FCA regulations and the Cazenove Capital business rules and regulations
Deal with all administrative enquiries or problems from clients, intermediaries, solicitors, trustees and accountants etc., liaising where necessary with appropriate departments in Cazenove Capital or with the appropriate 3rd party and taking responsibility for ensuring timely client response and satisfaction
Create cash transfer requests ensuring compliance with Cazenove Capital regulations re fax/email indemnity and mandated information. Liaise with the wealth planners / fund managers to ensure sufficient cash on account to meet client requirements
Ensure that all relevant senior staff are fully aware of issues and developments concerning their clients, in particular relaying any problems, errors or queries immediately and seeking guidance
Arranging internal and external meetings, and liaising with clients and intermediaries as necessary; and
Filing, in conjunction with both London and Guernsey filing procedures
Interaction with Wealth Planning Support Team regarding the establishment of new financial planning products and ensure these are accurately documented on Advisor Office system
Assist Team Head with MIS and reporting using data in Advisory Office and T24
Assist with production of client presentations and pitches as required
Minimum 3 ‘A’ Levels, or equivalent, at grade A - C or above
Ideally, must have or will relevant industry qualification either in the financial planning or portfolio management industry, or even better, both, or an equivalent FSA approved qualification
Experience of client handling clients and new business in both financial advisory and investment management sector, preferably private client; and
Professional, organised, motivated, strong interpersonal and verbal/written communication skills
Good familiarity with the in-house systems necessary to fulfil the above functions (Advisor Office, T24, Folio)
Accurate word processing skills

Client Service Executive Resume Examples & Samples

Works with Genpact in troubleshooting retail and supplier campaigns and other requests specific to execution that come from Account Manager/Sales/Clients
Key responsibility is to perform thorough quality checks, including pre and post-generation checks and program changes utilizing pertinent internal reports (DFG, 125's, exceptions) to ensure programs are accurate and represent specifications which have been signed off by the client
Work closely with Account Manager (or Sales and clients when no Acct Mgr. is assigned to an account) to compile program specifications. Review program designs to identify potential program issues and make recommendations based on past program history
Assist sales with live print coupons for presentations, as needed
Execute late requests in support of organization needs on behalf of Supplier/Retail Sales
Process special databases as needed for urgent client requests and perform quick turnaround with high level of quality. This is up to and including researching issues and resolution, creating new programs, making changes to existing programs and processing additional information (CIDs, PINs, Graphics)
Administer changes to appropriately manage program in order to meet client objectives. Coordinate and ensure completion of changes for clients and perform quality checks for same
Demonstrate complete and thorough understanding of all products (award types, ADA, Prizes, etc.) and internal systems (3D, CCP, Spresso, Gemini, etc.)
Proofread all graphic material to detect and correct any errors
Expedite proofs for review, revisions and approvals
Monitor that graphic submission documents are correctly submitted
Manage client brands to ensure that brand equity and quality are maintained
Participate in weekend on-call coverage, which includes troubleshooting program issues and processing a new program or change with high level of quality
Assume additional departmental tasks, including running and checking reports and other duties as appropriate
Assist with training employees in Client Services and across other departments as needed. Assist with hands on interviews and work-withs
Serve as back-up for Account Manager as necessary
Solid PC Skills
Math and analytical skills
Proven and accurate VERBAL & WRITTEN skills
Proven leadership capabilities
Effective multi-tasking skills

Client Service Executive Resume Examples & Samples

Establish effective relationships with clients to understand their objectives, drivers, and
Need
Act as a client advocate when addressing and resolving client concerns
Act as a liaison between client contacts and Optum360 business leaders
Develop annual Client Plans detailing the client’s goals and objectives, Optum360’s products and services which may align status of the overall relationship along with key executive relationships and updating progress on a regular basis
Coordinate client change order and lead generation activities
Engage clients in responding to Optum360’s Net Promoter Score (NPS) survey
Assist in managing clients to internal profitability goals
Establishing regular client planning sessions to review performance, client’s business needs along with Optum360’s proposed solutions
Consulting with clients to ensure they are utilizing Optum360 solutions to their greatest potential, understand all of the benefits, are maximizing the ROI, and are aware of other
Optum360 solutions and capabilities
Ensuring high client satisfaction, NPS scores and those clients are reference-able
Increasing client satisfaction, streamlining workflows and / or reducing internal expense
Ensuring detailed performance recovery plans are created for each ‘at risk’ client
Proactively managing and communicating both current operational results and transformation projects status and impact to current month hospital budget performance and future period planning for impacts to hospital earnings
Understanding and communicating financial income statement and balance sheet impacts
Travel: 20% - 80% travel depending on market and facility locations
10+ years working with senior level C suite executives in the hospital/provider space
Strong domain breadth and expertise (health care, revenue cycle, finance etc.)
Operations, Implementation, or Program Management

IM , Client Service Executive Resume Examples & Samples

Initial goals
Graduate calibre preferred
Experience in the investment industry
Sales support, client service and research experience preferable
IMC preferred

Senior Client Service Executive Resume Examples & Samples

Gather facts and figures, monitor self and others, and achieve goals in a timely and factual manner
Seek ways of perfecting things, raising standards, reducing errors and overcoming omissions
Bring a sense of urgency to situations, demonstrating an active approach, and a willingness to get involved in order to increase the pace, achieve goals and meet objectives
Take decisions as appropriate, and ensure others do likewise
Provide satisfactory solutions in situations involving the new and unexpected
Have a flexible approach in changing situations and be adaptable in difficult circumstances, continuously striving to achieve a result
Work at a very high level of independence , while remaining responsive to feedback and direction received from their line manager
Be curious, demonstrate a real desire to learn, seek out training opportunities and actively participate in meetings (both internal and external as appropriate)
Show dedication to both the client and the client service team, demonstrating a professional work ethic and willingness to go the extra mile when required

Client Service Executive Resume Examples & Samples

Provide a high level of attention to detail
Operate as a friendly, flexible and willing team member who seeks opportunities to help others and in doing so develop their own knowledge, and influence their own reputation positively
Communicate effectively, as the job environment requires confident individuals who are socially adept
Organise own work and prioritise independently if required
Be dependable and take responsibility for own work
Bring enthusiasm and energy to the role
Be inquisitive and interested in exploring theories & ideas – using the available analytical tools to aid them
Be self disciplined in their approach to their work and learning
Listen and seek feedback and take on board suggestions to help develop knowledge and skills

Client Service Executive Resume Examples & Samples

4+ years of experience in account management, channel management, or business development required
Experience in technology or software related business required
Matrix management experience preferred
Consultative and performance-oriented with experience in financial services that can comfortably interact with C-level executives
Experience successfully managing account of high profile Fortune 1000 companies
Ability to discern trends (financial, operational, or otherwise) through business analysis to be leveraged for high-level reporting to management
Ability to independently solve problems and document solutions for the client and internal clients
Ability to learn the needs of the customer quickly and in line with the internal pace of the organization
Experience in banking and/or investment services preferred
Excellent written and verbal communication skills, with the ability to project a professional demeanor at all times
Excellent command of Microsoft suite
10-20% travel

Client Service Executive Resume Examples & Samples

2+ years of proven and Progressive Private Banking or Customer service experience or equivalent
Bachelors Degree in Business, Finance, related field or equivalent experience
Series 7 and 63 licenses

Client Service Executive Resume Examples & Samples

Responsible for providing support to Account Executives on assigned product implementations
Create, submit, and track Project Service Requests (SR) & Engagement Requests for assigned products
Provided added support to clients of complex implementations to include work with third party vendors
Attend scheduled calls with Service Delivery and client to follow up on any escalations or scope changes on an as needed basis
Create, submit and track CR’s
Participate/schedule/facilitate Post Mortem (internally) meetings
Serve as main internal liaison to internal Fiserv teams including Business Partners
Escalation point on issues (first line escalation remains Client Services)
Promote and maintain positive client relations
EFT and Debit Card knowledge required
Bank Knowledge preferred
Client service oriented
Advanced analytical skills required
Advanced PC skills (MS Excel, Access, Word)
Professional appearance and ability to travel upon request
Bachelor’s degree in business and 2 to 4 years experience as an Account Executive or National Client Service Representative is preferred

Dsci Client Service Executive Resume Examples & Samples

Ensures DSci services are delivered to the highest quality standards
Drives the roll out of new or enhanced services providing an integrated statistical vision
Acts as business partner to country, sub-regional and other senior stakeholders. Collaborates with them to provide solutions to complex client issues related to statistical related methodology and execution
Provides expert technical consultation directly with both internal and external clients
Works across multiple countries as part of a wider European DSci team with opportunities to travel
Opportunity to identify and develop top talent and lead teams
Allows for personal growth and development
Bac + 5 Engineer, Master specialized Big Data Management
Excellent knowledge of statistics
SAS, R, SQL or similar skills are a plus
Advanced proficiency in Excel, PowerPoint and Word
Exceptional aptitude for data analysis and creative problem-solving
Experience working with clients
A strong communicator who is able to explain technical issues in a non-technical way
Strong management skills
An enthusiastic and flexible team player
Broad industry knowledge and methodologies is a benefit
A high degree of accuracy and attention to detail
Excited by challenges, pro-actively interacting with others
Microsoft Access database knowledge is a benefit

Im-international Client Service Executive Resume Examples & Samples

Responsible for supporting French speaking clients across Europe
Work closely with operations and administrator to ensure clients are taken on and serviced well on an ongoing basis
Draw upon the resources of the entire company to solve client’s operational queries and issues
Coordinate RFP production to ensure best possible proposals are achieved
Work alongside the Regional Sales and Relationship Managers ensuring that they are kept appraised of all relevant issues relating to the client
Identify areas for process and client service improvements on an ongoing basis in line with business, market and product developments

Client Service Executive Resume Examples & Samples

Several years of experience as Client Service Executive or a similar role in the financial industry
Education in finance, banking and/or economics
Team player with excellent communication skills
Work with drive and with a proactive approach
Ability to cope with pressure and adapt to new situations quickly
Focus on client satisfaction by taking responsibility, being solution-oriented and highly reliable
Confident approach in dealing with external parties in Switzerland and abroad
Proficiency in MS Office, especially Excel, PowerPoint and Word
Fluent in German and English (French is an asset)

Senior Client Service Executive Resume Examples & Samples

Act as a key client point of contact on the client research programmes (main day-to-day contact for key client) and fulfil specific project management and delivery responsibilities on the account
Assist with design and implementation of all aspects of projects and ensure they are carried out cost effectively, to a high standard, and within agreed timescales
Manage client delivery aspects of research projects (and help to manage larger or more complex projects) on a day-to-day basis, ensuring they are completed within budget, to the standard and timescale agreed with the client, and ensuring colleagues and clients are kept informed of your progress
Working as part of a team, to identify research needs in briefs, develop effective research designs and write compelling proposals
Accurately assess and communicate resource requirements and set up internal project plans with internal operations teams and/or external suppliers
Take responsibility (under supervision) for the analysis and interpretation of data, the development of effective debrief presentations, integration of qual-quant work, presentation of findings to clients, and the preparation of data deliverables
Proven experience of helping to manage multi-country quantitative research projects, interpreting the findings and feeding back to clients
Numerate, with at least a foundation-level understanding of statistics for market research
PC skills – Microsoft office required, SPSS preferred
Experience of working in the Sport or Media sectors is an advantage but not essential – more important is an interest in media/sport, brands and people
Rounded research skills, across quantitative and qualitative research, would be an advantage

Client Service Executive Resume Examples & Samples

Responsible for maintaining the primary Fiserv relationship in client's technical and operational areas
Participate with Account Executive and client on operational strategy
Schedule and facilitate client calls with National/Client Service Executive /RM as needed to review CRs, projects and open issues
Attend Project Review meetings with client to update internal groups on client projects
Create, submit, and track Project Service Requests (SR) & Engagement Requests
Attend scheduled calls with Service Delivery and client to follow up on any escalations or scope changes on a as needed basis
Project Coordination (AP releases, Project Implementation) - work with other Fiserv staff on execution of releases, projects etc. Ensure that projects are completed within contractual SLA's
Ensure that client requests for additional services are addressed

IM , International Client Service Executive Resume Examples & Samples

Foster and maintain strong working relationships with the operational contacts of BNY Mellon's clients
Identify areas for process and client service improvements on an ongoing basis and in line with business, market and product developments
Deliver regular monthly and quarterly reports accurately and in a timely manner
Maintain regular client contact by telephone as well as personal visits where required with the aim to improve client service and satisfaction and continue to build the Mellon brand and image
Notify management and/or Compliance immediately of any regulatory breach
Fluency in English and the Language of the region covered are essential
Building and leveraging internal relationships

Client Service Executive Resume Examples & Samples

Act and respond to private banking customer instructions, inquiries and problems
Additionally, facilitating the processing of transactions in a timely and accurate manner to help maintain client relationships
Daily discretion within assigned authority
Decisions beyond assigned authority are referred to higher levels of management for approval

Client Service Executive Resume Examples & Samples

Delivers highly superior client need focused consultative service in every interaction with our internal and external clients
Answers enquiries in a timely and client focused manner by phone, email and online chat. Displays a flexible ‘can-do’ attitude in all customer interactions
Enters orders into ‘order-to-cash’ system in a timely and accurate manner
Handles billing enquiries including processing credit notes
Maintains up to date administrative client data in all business systems
Logs client interaction including cases and price quotations in a Customer Relationship Management system (Salesforce.com) in order to drive client satisfaction and revenue retention/growth
Proactively identifies upselling opportunities in all client interactions by utilising client need focused consultation and IP clearance and brand protection workflow expertise
Displays a team player attitude both within the Global Service department and when working closely with other key departments including Sales, Search and Watch Operations, Content and Product Management
Displays a flexible ‘proactive can-do’ attitude in all interactions
Performs additional duties as needed
Previous experience in a client service environment is required
Ability to prioritize multiple tasks and eager to learn
Communicate professionally at all levels and work well in a team and individually
Experience with Salesforce.com preferred
Computer literate, particularly Outlook, Word and Excel

Client Service Executive Resume Examples & Samples

Oversee ongoing client service activities
Meet with the client throughout the year to ensure a high level of service and that client expectations are being met
Responsible for meeting business retention goals
Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage
Develop strong business relationships and client trust
Ensure client compliance with annual Form 5500 filing procedures as applicable
Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution
Manage the renewal of existing plans
Coordinate coverage placement through instructions provided to Client Service Team
Provide direction to Client Service Team in the preparation of employee communication materials
Advise, inform and involve Client Sales Executive as required in marketing process
Prepare and present renewal outcomes to the client in a timely manner
Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information
Conduct employee meetings to communicate benefit options as needed
Responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner
Act as a leader for Client Service Team members
Create an environment oriented to trust, open communication, and cohesive team effort
Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance
Ensure deliverables satisfy client requirements, cost and schedule
Work closely with Director of Employee Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team
Prepare quarterly production and activity reports
Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System
Establish and consistently maintain effective and positive working relationships with Associates and clients
A minimum of seven to ten years experience servicing large client group (50+ lives) health and benefit products
Bachelor degree strongly preferred
Professional history must show increasing levels responsibility directly related to the performance of the above duties
Strong familiarity with the Employee Benefits marketplace to include unique business industry needs, educational and professional development associations, carriers, and other broker agencies
Current technical knowledge and understanding of Employee Benefit federal and state legislation
Ability to make independent decisions and use good judgment in addressing and servicing client needs
Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format
Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. If involved in the sale of Long Term Care, the individual must maintain the proper certification through continuing education
Maintain a valid California driver's license and dependable transportation
Must have knowledge of personal computing with the ability and willingness to learn and use all computer programs as required

Client Service Executive Resume Examples & Samples

Services as clients' day-to-day contact on IMS Health products and services, predominantly Information and Analytics (National Sales Audit based on IAM Platform); Drug Distribution Data (DDD); and other defined offerings from IMS Health
Learn the technical skills necessary to answer client queries and maintain logs and ensure follow through. Monitor Queries Management System (QMS) and work towards process improvement and achieved defined KPI
Develops the knowledge to ensure accurate and timely communication of support issues to relevant departments within the support cycle
Develops the interpersonal skills necessary to build effective business relationships with clients and developed an understanding of clients' potential business needs
Provide an analytical support and information gathering to help clients in Malaysia and Singapore, both around existing subscriptions and to help transform these data into information relevant to the client's business needs
Be responsible for provision of ad-hoc services for clients, such as specialized data reports or visualizations. Ensure contract fulfilment to specifications including timelines and quality whilst maintaining client expectations
Support efficiency improvements through technology tools in the data validation process
Conduct client training on IMS Health BMI tools / products; specially IAM - IMS Analysis Manager
Where required, conduct client service meetings at customer site

Senior Client Service Executive Resume Examples & Samples

Being the primary business contact for clients and managing their day to day enquiries
Effective analysis using multiple data sources and Nielsen's internal software
Providing value added analysis and presentations that clearly address client's business issues
Project management to balance multiple requests and competing priorities
Has the ability to be a self-starter and work autonomously
Excellent communicator both verbal and written, presentation skills are important
Strong attention to detail, curiosity and the ability to problem solve. This is an Analytical role that requires you to drive insights through using data and analysis
You will have the ability to manage expectations and ensure timelines are met

Client Service Executive Resume Examples & Samples

Possesses system-wide responsibility on multiple projects
Responsible for strategic planning for the business unit
Key member for managing business unit target revenues, profitability and customer acquisitions
Manages single large customer or two medium customers
Responsible for multiple project delivery and project management
Responsible for Business Unit development, competency and business development plans
Responsible for people Management and involved in Hiring decisions, finalizing appraisals and development plans
Responsible for overall motivation and morale of the group
Responsible for customer Satisfaction and relationship building resource Utilization, Quality management
Provides overall direction to the project teams
Good understanding of technology trends and usage in company business areas
Client Relationship skills
Good understanding of business and functional linkages
Understanding of Business Development
Organizational competency building skills

Wealth Client Service Executive Resume Examples & Samples

Receiving and actioning multi-channel, multi-currency requests
Managing customer complaints, adhering to complaints and escalation procedures
A high-level of motivation with an innate ability to influence
Good academic background, including Standard Grade or above (or equivalent) in both Mathematics and English Language
A pro-active approach to coaching sessions

Client Service Executive Resume Examples & Samples

Ensuring that good client outcomes are the primary driver of the business plan
Resolving client complaints or concerns at First point of Contact and ensuring any complaints are managed within the regulatory guidelines, minimising risk and ensuring successful client outcomes
Pro-Actively make suggestions for improvement to reduce costs where possible, and maximise opportunities for sustainable revenue
Be an advocate for change, using available tools and enablers to ensure a pro-active contribution to projects and a positive impact through a can do attitude

Client Service Executive Resume Examples & Samples

Involvement in all aspects of the client journey from account opening to product management and development
Responsibility for achieving “world class” client service, by capturing and executing client orders/ transactions accurately and in a timely manner
Actively identifying opportunities for clients to transfer their servicing needs, to get the most out of their business
Providing mutual support by coaching, training and sharing knowledge with less experienced colleagues
Building an in-depth knowledge of your area, monitoring client and competitor behaviours, recognising trends and anticipating upcoming risks and opportunities
A client-focused approach to work, with fantastic communication skills
The ability to manage your own workload, prioritising and planning where needed
A passion for providing outstanding customer service, gained through a customer service background
The ability to build meaningful relationships with colleagues and clients

Client Service Executive Resume Examples & Samples

15 years of experience with at least 6+ years in a Business / Sales role in the Engineering industry
Strong connects & experience in Energy & Utilities vertical , and engagements in areas such as Maximo / Enterprise GIS ./ Industrial IOT / SCADA Implementations
Experience with Consulting engagements with Utilities customers
Track the trends / technology adoption in the E&U space and able to nurture & grow the Engineering practice
Manage ecosystem of partnerships ( Platform vendors, Technology companies)
Strong technical skills with ability to find technical solutions to business problems and engage the potential customer with “consultative selling” is essential
Strong oral and written communication skills and executive presentation and persuasion skills
Ability to interface at all levels of an organization
15 years of experience with at least 6+years in a Business / Sales role in the Engineering industry

Client Service Executive Resume Examples & Samples

Act as first point of contact for all EMEA region managers responding to manager searches sourced from Institutional Investor’s global network of pension funds, sovereign wealth funds, insurers and families
Answer all queries accurately and efficiently
Work with the team in New York to ensure coordinated service
Periodically hold meetings and have telephone calls with managers to gather feedback
Systematically pass feedback on to product development and marketing teams
Provide ad hoc operational and marketing support to Managing Director
Excellent telephone and written communicator
Literate and numerate
Able to prioritise and deal with multiple tasks
Ability to build good relationships with internal stakeholders and clients

Institutional Client Service Executive, China Resume Examples & Samples

Master degree related to business/marketing preferred
Minimum 5 years and above of relevant experience
Prior exposure to Chinese institutional investors
Direct investment management experience is preferred
Fluent in Mandarin and English required
Frequent travel to China is necessary

Client Service Executive Resume Examples & Samples

Engaging Clients trust and building relationships
Analysing information and contributing to preparation of presentations to client
Work as part of a team to deliver Insight reports to our Client
Ensure that business leads are Passed on to the sales and servicing teams
Network with the other internal business function to grow yourself development within Nielsen
Understand your clients’ needs and work with the Senior Client Managers to provide recommendations and solutions
Must have a confident mathematical mind set or an ability to analyse data
Passionate about delivering Strong Client Service
Strong Presentation skills

IM , Client Service Executive Resume Examples & Samples

Coordinate negotiation and implementation of new legal agreements
Forge strong relationships with clients back office departments
IMC would be beneficial
Fluency in English and the language of the region covered are essential
Client knowledge and understanding
Solving problems and creating solutions
Demonstrating our shared values with clients and co-workers
Client Service Experience essential

Client Service Executive Resume Examples & Samples

Serve as primary contact to client contacts on ad-hoc analyses and respond to questions on content, basic data issues/questions, report generation, etc
Assist senior staff in delivering quality services to clients and ensure the services provided to clients are timely and precise according to client business needs and specifications
Be directly accountable for work conducted for their nominated clients in terms of analyses, charting, etc and perform quality checks on all reports for alignment to request, accuracy and correctness
Develop solid understanding of Nielsen’s products, including data collection and processing, tools for accessing the data, and how the data can be used to improve business performance
Provide on-going deliverables and custom analysis to help drive improvements to clients’ business performance
Conduct client training on information methodologies and applications
Bachelor degree in Management, Business, Marketing, Economics or a related field
1-2 years of experience within the Client Service, Retail or Marketing industries
Strong on sales, negotiation, and relationship management skills
Analytical mind coupled with interpersonal skills
Service orientation skills
Ability to bring added value in team work
Good command of the English & Hebrew, both verbal and written
LI-EU

Technical Client Service Executive Resume Examples & Samples

On boarding new customers
Routine calling program with existing customers
Providing customer support via our CRM system
Acquisition of new customers via email and telephone
Engagement program renewals
Identifying new opportunities and implementing strategies to gain new customers
Creating sales and client support material in order to assist with our programmes
Administration tasks including reporting from our various in-house systems to support Client Service work and Sales support

Wealth Client Service Executive Twilight Resume Examples & Samples

Delivering transactional banking services to clients
Promoting the banking proposition to new clients and service simple credit lines
Taking ownership of all client queries and acting as the conduit for all the client short-term banking requirements
Broad experience of delivering an excellent level of service to clients
Outcome: Following your interview, we'll be in touch within five working days of all interviews being completed to advise you of the outcome

Client Service Executive Resume Examples & Samples

Participate with the Account Executive and client on operational strategy
Manage and host no less than bi-weekly status meetings with each assigned client
Initiate project request after working with client to define requirements
Attend project review meetings with client to update internal groups on client projects
Create, submit and track service request
Project Management coordination (AP releases, Project Definition, Engineering request)
Serve as main internal liaison to internal Fiserv teams including business partners
Ensure that clients request for additional services are addressed
Escalation point on issues
Respond to client inquiries through telephone, email or direct contact with the client
Research complex customer issues using proprietary tools and adhere to customer support internal guidelines and processes to ensure customer satisfaction
Documents problems and corrective actions/procedures in tracking software. Works with development staff to determine problem solutions
Attends on-going training to achieve level of technical skill needed to solve more complex problems
Education
Experience with Vision Plus software
180-Day Accomplishments
Understand functional specifications for problem troubleshooting and resolution
Working knowledge of organizational system structure and how to work in the test environment
Working knowledge or how to obtain information specific to modules within the software
Working knowledge of problem management system and overall case management
Working knowledge of application reports
Strong understanding of general operations of credit card processing
Achieve problem resolution SLAs, Quality Observances Objectives and Case Survey Objectives

Client Service Executive Resume Examples & Samples

On boarding new customers
Routine calling program with existing customers
Providing customer support via our CRM system
Acquisition of new customers via email and telephone
Engagement program renewals
Identifying new opportunities and implementing strategies to gain new customers
Creating sales and client support material in order to assist with our programmes
Administration tasks including reporting from our various in-house systems to support Client Service work and Sales support
You should have excellent communication skills with a positive attitude and a passion for delivering exceptional customer service. You’ll be naturally patient and calm and enjoy helping people to overcome obstacles along their way to success
You’ll enjoy working as part of a dynamic team and use the knowledge you gain from conversations with their customers to help improve the product and push the business forward
To really excel in this position you’ll take full ownership over Customer Success, constantly identifying ways to develop the role and maximise the impact it has on the business
Professional proficiency in English and one other language, either German or French
Ability to quickly build rapport – you should be able to easily engage their customers in conversations, understanding the issues they face and how the business can help
Fast learner – you’ll be in a fast paced environment where you’ll need to be able to quickly absorb a lot of information
Goal oriented – you’ll need to relish the opportunity to help achieve and exceed targets
Entrepreneurial and commercial mind-set – to succeed in this role you’ll need to be driven to achieve your targets and be able to identify new ways to achieve those goals
Analytical – you should be comfortable processing customer data to segment and target users based on multiple criteria
Previous experience in a customer services or sales role

Senior Client Service Executive Resume Examples & Samples

25 days holiday rising to 28 with long service
The option to buy even more holiday!
An opportunity to work with the UK’s leading manufacturers
A great contributory pension with an elite pension provider
A choice of the most popular custom made company cars or car allowance
Developing strong relationships with key stakeholders in areas such as Marketing, Category Management, Consumer Insight & Sales
Delivering strategic insights that will help your clients grow their categories and brands, by analysing and utilising data on what consumers watch and buy
Identify business opportunities through capitalising on client needs and coordinate with the appropriate Nielsen Services. With further opportunities to work across our specialist business areas such as New product development, Consumer insight etc
Developing and delivering against account plans to support your clients business objectives
Taking responsibility for revenue and client satisfaction targets for your accounts
Strong Account Management Skills
To be results-oriented and able to work to tight deadlines
An Interest in FMCG

Client Service Executive Resume Examples & Samples

Be the day-to-day contact of Retail Measurement Services clients, who contact our Client Support Centre by phone or email. You will advise clients on RMS resources and tools, data standards and analyses, audit and calculation methodologies, and other information services
Conduct regular reviews with Client Service and Operations teams, to monitor service delivery KPIs involving response times, quality levels and workflow efficiency. Key contributor role in identifying process improvement opportunities
Successful candidates can look forward to a comprehensive training program
University degree in Business, Economics or related field; Marketing specialisation is a plus
1 year experience in market intelligence, research analysis or FMCG industry is an advantage. Fresh graduates are encouraged to apply
Excellent written and verbal communication; English proficiency is a must
Highly competent in MS Excel and PowerPoint (pivot tables, functions, charts)
Aptitude for numbers and meticulous; you must be comfortable with quantitative data
Resourceful problem-solving and collaborative team player
Experience in solution and process automation by leveraging technology
Customer-oriented with good people skills; you will interact with a diverse group of clients
Able to prioritise a varied workload, to manage concurrent deadlines while maintaining accuracy

Client Service Executive Resume Examples & Samples

Proactively manages the operational requirements of assigned 4-12 client base; ensuring quality delivery and maintenance support of all products and services to assigned client base
Manages the delivery of contracted services to clients to ensure that SLAs (service level agreements) and KPI (key performance indicators) as defined in the relevant contracts are met or exceeded
Responsible for managing and developing operational relationships for assigned client base; taking primary responsibility for driving client satisfaction with service delivery
Sells the value proposition and builds relationships at all levels of the client organization; client contact is usually at mid-management level. Collaborates with Account Executive on account planning
Serves as primary contact to direct resources and activities within the CheckFree organization as it relates to Client operational issues
Proactively identifies opportunities for process improvements between CF and assigned client base; including but not limited to cost saving initiatives
Responsible for providing oversight for the research, definition, writing, and testing of specific client requests
Responsible for preparing and delivering operational Account Reviews and performance reporting as it relates delivery of services, SLA’s and KPI’s
May develop project plans and statement of work documents
Participates in implementations and ensures ongoing services are delivered on time and meet client requirements by facilitating matrix team resources to ensure project timelines are met
Builds and maintains strong client relationships, and participates in client meetings regarding performance to ensure client satisfaction
Ensures that operational teams and matrix teams (subcontractors) maintain a clear understanding of the client's needs, and provides day-to-day client advice and support
Education – High school education
Minimum1 year of Excel experience
Previous Account management experience required
Possesses strong knowledge of application and financial industry as it pertains to assigned client base
Requires a minimum of 5 years of customer support experience
Proficient oral and written communication skills
Consultative selling skills
In-depth knowledge of banking industry and bank operations
Aptitude for technology and analysis tools
Executive presence to influence senior decision-makers
Travel Expectation: About once a quarter based on client assignments could be more or less

Digital Client Service Executive Within the Energy & Utilities Sector Resume Examples & Samples

Lead Digital vision and offerings for the clients to re-imagine their business from the outside-in; with a focus on industry specific experience in digital strategy development and execution
Collaborate with the Central Digital Business team to create digital products and services for the BU and can be applied to other industries
Create Industry or Horizontal business specific frameworks, e.g. Digital customer lifecycle, business reference architectures, customer journey maps and transformation lead business case
Manage and grow the Client’s Digital pipeline
Drive revenue by scoping, structuring, and leading digital engagements for the Client
Publish thought leadership across multiple channels, e.g. Cognizant white papers, company intranet, articles in business and Industry or Horizontal–specific publications, speaking engagements, social media (Twitter, blogs, LinkedIn, etc)
Work closely with the BU Leadership Team to define and drive the digital transformation strategy and service offering for the Industry or Horizontal; lead and play a hands-on role in client engagement
Work closely with Cognizant’s consulting, technology, design, data analytics and foundational technology teams to ensure support for leading edge digital transformation offerings
Experience in a Digital leadership role focused on identifying growth opportunities
Digital focused strategy & revenue generation experience; experience with large, complex digital strategy & transformation programs that deliver demonstrative business value, data driven insight, improved operational efficiencies, and new forms of user experiences and engagement
Experience with a consulting firm and/or digital agency working within and leading large, diverse teams
Experience delivering major transformation initiatives in business, operations and technology to the Global Fortune 500 ideally in Energy, Utilities, Manufacturing or Logistics
Expert knowledge of digital strategy and digital technology capabilities
Proven track record in building out best-in-class service offerings within the realities of the organization that includes a fully-fledged strategy, transformation framework and actionable roadmap
Ability to work with supporting solution teams, creating business and technology architectures and owning it end to end from conceptualization to conversion to execution
Proven experience in identifying large, strategic, digital, opportunities and closing them in a complex business and marketing environment
Strong understanding of user research, user-centered design principles, web content management and portals, omni-channel development, e-commerce, digital marketing, data analytics and online user behavior
Must possess rigorous analytical disciplined approach as well as dynamic, abstract problem solving skills (get to the answer via both "inspiration" and "perspiration")
Proven ability to operate successfully in a collaborative, matrixed global organizational structure
Experience managing P&L and revenue targets along with the demonstrated ability to exceed such targets
Ability to communicate verbally and in writing strategic digital concepts to all audiences
Travel may be required between London and the Midlands
Minimum Bachelor’s level degree
Extensive work with the C-suite and executive teams on strategy and digital innovation
Ability to rapidly frame business challenges and develop logical approaches leveraging digital capabilities
Business Acumen and demonstrated depth and breadth of experience in Energy and Utilities sector
Demonstrated success driving organizational change within client organizations - past experience in organizational design consulting, process design and optimization, digital governance, and team dynamics are considered a strong plus
Strong interpersonal skills as team leader and team player with experience managing and training
Superb team building skills with a predisposition to building consensuses and achieving goals through collaboration
Strong ability to develop strategies and thought leadership, consider multiple points of view and the impacts on strategic goals within the organization, infrastructure, teams, etc
Comfortable solving problems through a ‘hypothesis' driven approach using a combination of top-down and bottom-up analysis
A positive, results oriented style - Must have a "change agent" attitude; constantly challenging convention and pushing us and our clients toward new opportunities, approaches, ideas, perspectives, etc
An extremely high level of energy, sense of urgency, creativity, and decisiveness coupled with the ability/willingness to work hard and well under pressure
An engaging/open interpersonal style complemented by the analytical pragmatism necessary to quickly dissect highly complex issues
Ability to establish immediate credibility among peers, a professional who is respected for his/her intelligence and technical expertise
Master's Degree in Business/Management highly preferred

Client Service Executive Resume Examples & Samples

Form, maintain and enhance relationships with consultant community
Work towards firm / fund approval on certain platforms where required
Raise capital for all funds and strategies
Increase positive exposure of the firm and attract capital from the institutional investor community
Cultivate relationships with consultant community
Conduct research on potential mandates
Communicate with consultants regularly
Contribute to writing PPM and manage the distribution and mailing; create materials for fundraising, road-shows and follow-up meetings
Responsible for organizing road-shows, logistics and meetings from inception to completion covering the entire existing and potential consultant base
Track consultant subscription summary and maintain database of potential investors
Coordinate scheduling for meetings
Confirm all meetings and email materials to investors in advance of meetings
Responsible for organization of due diligence visits in the corporate office and site visits
Coordinate events and conferences
Travel to events as required
Provide feedback following all meetings and due diligence visits, including meeting notes and preparing follow up
Bachelor’s degree in business, finance or related field required, MBA preferred
Between 5 and 15 years’ experience in private equity institutional funds
Direct experience in Investments or Client Service / Investor Relations with an established network of institutional contacts
Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint and Word
Experience with Sales Force or similar software a plus
CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team

Client Service Executive Resume Examples & Samples

Proactively manages the operational requirements of assigned client base; ensuring quality delivery and maintenance support of all products and services to assigned client base
Minimum # years’ experience required 1 year of Excel experience
Type of work experience required – Acct management experience
Requires a minimum of 5 years of customer support experience. Previous financial services industry experience is a plus
Percentage/frequency of travel – some travel. About once a quarter based on client assignments could be more or less

Client Service Executive Resume Examples & Samples

Form, maintain and enhance relationships with banks, wire houses, Registered Investment Advisors, Ultra-High Net Worth, High Net Worth and other financial advisors
Increase positive exposure of the firm and attract capital from the Ultra-High Net Worth and High Net Worth community
Cultivate relationships with Ultra-High Net Worth and High Net Worth investors
Conduct research on potential investors
Communicate with potential investors regularly
Responsible for organizing road-shows, logistics and meetings from inception to completion covering the entire existing and potential institutional investor base
Track investor subscription summary and maintain database of potential investors
Coordinate scheduling for investor meetings
Structuring of funds and vehicles for Ultra-High Net Worth and High Net Worth investors
Travel to investor events as required
Provide investor feedback following all meetings and due diligence visits, including meeting notes and preparing follow up

Client Service Executive Resume Examples & Samples

Growing and profitably managing an assigned group of client accounts successfully,
Building relationships with existing clients by providing exceptional ongoing customer care,
Seeking referrals from current client base to solicit new business prospects,
Securing existing business and actively driving the sale of additional services and lines of coverage
Bachelor's degree with 5+ years client service and/or claims management experience –OR– High School degree/GED with 10+ years client service and/or claims management experience
Must hold Producer's license
Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality
Previous experience in managing client relationships essential
Insurance knowledge – P&C experience preferred, as well as solid financial acumen

Client Service Executive Resume Examples & Samples

Proven track record of growing a successful consulting business in the Banking and Financial Services industry
Ability to grow into having a Senior Executive presence – possesses an interest and passion toward engaging senior level executives in grasping and enabling fundamentals of business change through consulting solutions
Excellent communication and facilitation skills
Exceptional client management skills and experience

Client Service Executive Resume Examples & Samples

1+ year of experience in the Commercial Banking environment
Associate's and/or Bachelor's Degree in a related field
Client Service background

Client Service Executive Resume Examples & Samples

2+ years of experience supporting large key accounts
Experience working with client quotes, billing and reconciliation
PC skills with detailed use of Word, Excel and PowerPoint
Must be able to work in Hazelwood, MO office location
Experience working with the production floor and the IT department
Requires good organizational skills
Ability to multi-task and maintain an even handed approach with clients and internal contacts
Working with continually changing tasks in a fast paced environment

Client Service Executive Resume Examples & Samples

Bachelor's degree preferred in business administration, business communication, marketing, or other appropriate professional degree required or equivalent work experience
2 to 4 plus years work experience in account management/account services/sales, or other areas requiring significant customer interaction and ability to effectively problem-solve issues to resolution. Ability to establish matrix partner relationships and follow through on expectations
Demonstrated strength and ability to interface with and influence key decision makers/clients through use of negotiation skills, dealing with ambiguity and conflict management
Demonstrated strength and understanding of customer expectations and "sense of urgency" resulting in the ability to influence the organization to meet and exceed customer expectations
Strong analytical ability, with ability to design, track, and work toward specific measurable performance targets for self and team
Ability to manage multiple and divergent priorities and deadlines, work independently and pro-actively, negotiate and manage expectations for mutually acceptable solutions and creatively problem-solve effective customer solutions
Proficiency with multiple software and system-based applications, including database and spreadsheets (Word, Excel, PowerPoint, tracking systems)
Strong verbal/written communication and organizational skills to effectively communicate and interact with all levels and functions within the organization
Excellent presentation skills. Previous/proven success and 2 to 4 plus years’ experience delivering customer/producer communications
Demonstrated success in negotiations and ability to influence internal/external constituencies
Demonstrated leadership and motivational skills in fast-paced environment
Demonstrated interpersonal skills

Client Service Executive Resume Examples & Samples

On average, the case load is approximately 15 - 20 accounts
Must have strong knowledge/understanding or how our Proclaim System works – Medical case knowledge is required
Three to five plus years work experience in account management/account services/sales, or other areas requiring significant customer interaction and ability to effectively problem-solve issues to resolution. Ability to establish matrix partner relationships and follow through on expectations
Excellent presentation skills. Previous/proven success and three to five years experience delivering customer/producer communications

Senior Client Service Executive Resume Examples & Samples

Drive Operational excellence through all aspects of Comcast by evaluating and evolving the customer engagement model, championing additional systems integration and driving change as needed through all functional operations teams
Lead and manage the implementation of Enterprise Service contracts for multiple large Enterprise customers
Assure proper customer contract business terms and conditions are entered correctly into the customer data base. This data base drives internal billing, inventory, and customer service systems
Review all bills and manage any reconciliation that needs to happen on a monthly basis
Assure proper collections of monthly payments from customers utilizing all company resources as required
Initiate process improvement of internal work flow to better serve our customers and our internal OSS/BSS customer support systems
Contributes to the product vision across team, and the organization
Validates all network service deliverables (network acceptance testing etc)
Assists in the development and implementation of key goals, objectives, and success criteria for the program. Ensures proper documentation
Supports the budget and resource forecasting exercise
Identifies and analyzes risks and issues
Tracks and manages the program schedule and task details included in the program plan. Analyzes the actual performance against the plan and makes adjustments consistent with plan objectives. Works with Strategic Business Initiative to assist in action item resolution and track completion

Client Service Executive Resume Examples & Samples

To provide day to day client service to the clients of a number of Portfolio Directors
Provide ad-hoc performance in conjunction with performance team
Help prepare client presentations
To respond to client enquiries either verbally or in written form in a timely manner
Ability to prioritise and work to tight deadlines
Excellent interpersonal skills to build relationships with clients & third party contacts, and to work and communicate effectively with the Portfolio Directors

Client Service Executive Resume Examples & Samples

Support talent initiatives and have a production ready successor for all leadership positions
Lead a culture that results in 80% associate engagement based upon annual Fiserv survey
Proactively identify client’s needs, goals and objectives and partner with operations to deliver results that exceed these expectations. Exceeds 100% of client and internal SLA’s and achieve client feedback survey score of 4.25
Demonstrate innovative thinking and thought leadership by developing strategy that links to overall division strategic direction. Can implement defined strategy by effectively leading and driving change
Lean Six Sigma green belt certified or is willing to achieve certification within 24 mos. of hire
Proactively identify and/or implement process enhancements that generate 10% year over year expense savings for our clients or Fiserv
Bachelor’s degree from a four-year college or university
10 – 25 % travel

Download Client Service Executive Resume Sample as Image file

Related Job Titles

Client Service Associate Resume Sample

Client Service Manager Resume Sample

Client Service Analyst Resume Sample

Client Service Coordinator Resume Sample

Manager, Client Service Resume Sample

Client Service Operations Resume Sample

Client Service Supervisor Resume Sample

Client Service Management Resume Sample

Client Service Resume Sample

FC Client Service Rep Resume Sample

Account Manager Client Service Resume Sample

Client Service Delivery Resume Sample

Browse More

Client Service Executive Resume Samples

The Guide To Resume Tailoring

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Resume Builder

15 Client Service Executive resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Distribution Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Outbound Customer & Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

CIB Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Associate Client Service Executive Intern Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Technical Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive for Multivendor Services Resume Examples & Samples

Client Service Executive Director Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

AIM Client Service Executive Senior Chicago Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

IM , Client Service Executive Resume Examples & Samples

Senior Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Dsci Client Service Executive Resume Examples & Samples

Im-international Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Senior Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

IM , International Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Client Service Executive Resume Examples & Samples

Senior Client Service Executive Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume