Client Service Representative Resume Samples

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A Schiller

Adela

Schiller

67123 Geovany Parks

San Francisco

+1 (555) 539 3065

67123 Geovany Parks

San Francisco

Phone

p +1 (555) 539 3065

Experience Experience

Phoenix, AZ

Client Service Representative

Phoenix, AZ

Mueller, Swift and Dooley

Phoenix, AZ

Client Service Representative

Develop and execute new approaches/procedures to effect continual improvements in the efficiency and effectiveness of the department and services performed
Informs Manager of site or work difficulties, special project requests from facility, and fluctuating volume in daily workload
Work with production team to provide added-value elements to clients, and show proof of performance once elements air
Use provided information to create scope of work sections for inclusion in Letters of Payment Authorization (LOPAs)
Contracts providers to obtain missing information and record findings in the Provider Database Management System
Create a connection and develop rapport with customers to provide outstanding, personalized service
Assists with process improvement by contributing ideas to improve team efficiency

New York, NY

Cib-client Service Representative

New York, NY

Pfannerstill, Jacobi and Goyette

New York, NY

Cib-client Service Representative

Developing team goals and strategies as well as managing team performance against service level objectives
Flexibility to support adjustments to work schedule
Identify training opportunities and provide career coaching to ensure employee development and progression
Publish MIS/Performance score-cards to senior management on a weekly and/or monthly basis
Foster partnership and teamwork within other Global Client Access teams, Sales and Service, and Product Management personnel
Identify opportunities for product development and enhancement, and process improvements
Prepare and submit data for senior management reporting and performance evaluation

present

New York, NY

Senior Client Service Representative

New York, NY

Ankunding Group

present

New York, NY

Senior Client Service Representative

present

Informs Manager of site or work difficulties, special project requests from facility, and fluctuating volume in daily workload. 
Provide feedback to management concerning possible problems or areas of improvement
To contribute to the evaluation of solutions, resources and costs of dedicated or bundled service management proposals when requested by management
Support SGS territory management about SM revenue management
May manage daily operational activities and supervise day to day work of client service representatives
Provide service reports to customers and line management
Proactively monitor SITA customer services, identify improvement and risk areas and own the various service improvement plans

Education Education

Bachelor’s Degree in Accounting

University of Kentucky

Bachelor’s Degree in Accounting

Skills Skills

Strong customer service skills (ability to build rapport, demonstrate empathy and outline key steps in delivering good customer service)
Demonstrated ability to provide positive results with professionalism and a strong focus on client satisfaction
Demonstrated ability to provide positive results, professionalism, and a strong focus on Client Satisfaction
Strong analytical skills and ability to interpret complex data and distil into useful and actionable information
Strong computer skills and ability to learn new systems quickly
Strong attention to detail and ability to handle shifting priorities while meeting deadlines
Knowledge of Advisory, Central Asset, Individual Investor, Retirement Plans, Margin, Institutional or Customer Accounting is highly recommended
Strong attention to detail
Ability to tackle tasks in a proactive and independent manner and with a strong sense of responsibility
Knowledge of German language desirable

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15 Client Service Representative resume templates

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Cib-client Service Representative Resume Examples & Samples

Research and respond queriesreceived from Clients within time-frames defined in respective Global service directories. Follow through with respective internal teams on exceptions
Track all queries received via CSX
Analyze query trends and engage product service groups in grass-roots discussions to mitigate such issues at a basic level. Also drive process improvement initiatives with these groups to ensure flawless delivery to Clients
Participate in various department and team projects to exceed Client expectations
Publish MIS/Performance score-cards to senior management on a weekly and/or monthly basis
Graduates (BCOM/BMS) with Nil to3 years of experience
Knowledge on Capital Markets and Custody Operation will bean added advantage
Excellent Organization and Time management skills. Should exercise good judgment in prioritizing client deliverables
Has to be extremely client-focused and result-oriented in approach
Should be a quick learner and should possess excellent analytical skills
Effective communication, negotiation & conflict handling is mandatory
Should understand the big picture and think out of the box to resolve client problems

Client Service Representative Resume Examples & Samples

Bachelor degree or equivalent education/work experience
Proficient Portuguese or Spanish Language skills (Verbal, Written and Reading) preferred
Schedule during training will be either M-F from 0830-1730 or 0900-1800
Schedule after training will be between M-F 0800-1800 to 1100-2000 with occasional overtime and holidays required

Client Service Representative Resume Examples & Samples

Apply professional hospitality standards and ability to support Private Banking team in maintaining best practices for client communication which include e-mail, phone or in person interaction with clients
Apply a continuous-improvement approach to achieving superior Black Card client experience
Respect the relationship and channel preferences of clients while informing them of their options and the benefits
Demonstrate commitment to take ownership of client problems at first point of contact ensuring the escalation process is followed as per the Client Problem Resolution process
Provide superior responsive execution and delivery of client transactions in a timely and efficient manner
Reception - answering phones and greeting clients
Ensure skills/knowledge/accreditations are up-to-date and meet position requirements including an ongoing commitment to executing the activities established on personal development plan
Proven communication (written and oral) skills in English and in French
Foster teamwork, exhibits a professional approach to all situations to create a positive working environment
Demonstrate commitment to colleague care and team work by coaching, mentoring and assisting colleagues in meeting the needs of all clients

Client Service Representative Trainee, Granby Resume Examples & Samples

Respond to client-initiated contacts, delivering fast and efficient service, assisting with financial transactions such as deposits, withdrawals, cheque cashing/ordering, bill payments, money orders and transfers, and foreign currency exchanges
Resolve problems at first point of contact where possible and refer to more complex situations to senior officers
A minimum of one year of client service; preferably 2-3 years in one position
Industry experience in financial services, retail, hospitality, travel etc
Client service orientation, driven to help clients meet needs or resolve problems
Strong inclination to listen first, respond second; ensure client needs are accurately understood and an appropriate response provided

Counterparty Client Service Representative Resume Examples & Samples

Service CFG Client / Counterparties through taking orders and answering daily inquiries regarding portfolios, pending orders, loans, due diligence requests, website reporting, and deal amendments
Ongoing assessment of portfolio composition to ensure that client / counterparty baskets are in compliance with CFG’s position concentration policies
Facilitate communication between all internal groups of CFG, particularly due diligence, documentation and trading/bookrunning
Coordinate and review Audit and other requests from Clients / Counterparties
Work on projects related to client / counterparty servicing that arise from time to time
Proactively identify operational risks/ control deficiencies in the business
Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis
B.S. / B.A. in marketing, finance, economics, and/or equivalent experience
1-2 year experience in a capital markets business with hedge fund and/or client contact
FINRA Series 7 and 63
Solid math skills
Solid familiarity with computer applications including MS Word and Excel
Substantial attention to detail
LI-DF2

Client Service Representative Resume Examples & Samples

Gather and document necessary information from our business partners on open ticket items
Provide overall issue management including end to end experience and escalation
Communicate effectively and professionally with a wide range of clients, users and co-workers
Provide a high level of intuitive problem analysis
Minimum 1 year banking experience
Minimum of 1 year experience in a customer service environment
Ability to make quick, accurate and appropriate decisions
Bilingual Spanish preferred
Experience with financial or legal documentation, a plus

Commodities Operations Incoming Client Service Representative Resume Examples & Samples

Ability to communicate to a wide and varied audience
Strong numerical and analytical background
Ability to deal with stressful situations and high volume
Understands the risk inherent to Operational process
Excellent team player
Past Client Support Role experience
Strong ISDA understanding
In-depth Commodities knowledge

Client Service Representative, Entertainment Resume Examples & Samples

Input of all inventory adds, deletes, and moves per P&I, and/or client direction (with appropriate approval)
Maintain schedule changes, both internal and external, including follow-up with agencies
ADU scheduling
MSA post analysis
Collaborate with sales teams in weekly meetings and though maintenance of account status reports
Proficient use of WINSALES/PLAN-IT and GABRIEL systems to manage deals
Support and enhance agency relationships by monitoring requests and ensuring commercial spots are booked according to guidelines
Monitor BOB and unit exception reports to ensure all contracted dollars are booked and all unschedulable units are placed
Work with P&I to flight deals, distribute weekly weights, maintain CPM guidelines, manage the effect of program changes on schedules
1-3 years experience in sales, advertising and/or media industry
Must have strong verbal and written communication skills
Must have flawless attention to detail

Client Service Representative Resume Examples & Samples

Invoice Clearance
Flight Changes
Work closely with billing and A/R teams to reconcile and clear invoices in a timely manner, monitor accounts receivable, and issue invoice adjustments BASIC QUALIFICATIONS
Proven ability to work in a fast moving environmentStrong analytical skills

Client Service Representative Resume Examples & Samples

Pull Newspaper Tears and other proof of run as needed (Blue, Redeye, Triblocal
Assemble weekly manufacturer billing packets
Search for prospects
Research Co-Op plans through Adbuilder
Update multi-market spreadsheets
Audit invoices with tears
Update Active and Prospect account spreadsheets
Accrual Research
Get all signed authorizations from retailers
Call manufacturer’s for accrual funds/updated plan information
Research suitable Trade shows in Chicagoland area
Contact manufacturing regional sales reps for approvals and authorizations
Responsible for account setup, placing and verifying client reservations, position requests and orders through Ad Res, Adit and MarketBuilder systems
Review client insertion orders for accuracy, resolve IO discrepancies and notify sales team
Assist Sales team in resolving credit locks, submit check forms/credit card data for CWO accounts and track credit applications
Work directly with the advertiser and Creative department to supply timely proof/release of ad creative, Ad Upload for camera ready artwork and client communication
Handle advertiser inquiry calls while sales team is out of the office, as well as preproduction communication such as missing material, insert issues, etc
Gather distribution information from partner newspapers across the country
Create newspaper IOs
Co-op Fund verification
Timely Online screenshots for proof of publication
Invoice tracking
Access Database Newspaper administration
Co-op Claim processing
Assist Advertising Process and Project Manager as needed
Participate in the development of new policies and procedures related to increased quality and productivity, as well as, work environment
Assist in the mentoring and training of fellow employee’s
Cooperate in accomplishing all division goals as directed by Manager
Meet or exceed individual productivity goals as set by the department
4 year College Degree
Strong analytical, communications, and interpersonal skills a must
Candidate must be highly motivated, organized and have the ability to multi-task in a face-paced environment with a high level of accuracy
Advertising knowledge preferred
Requires a high proficiency with standard office technology, including Microsoft products, and the ability to learn new and proprietary internal systems
Must be able to type a minimum of 35 wpm
Must be able to work with video display terminal for long periods of time
Occasional overtime required with Manager approval

Client Service Representative Resume Examples & Samples

Handle incoming client and branch office calls utilizingprofessional telephone and problem solving skills
AssistingGWIM clients with brokerage and/or banking claim inquires, initiation, andupdates
Minimize fraud and financial loss by blockingand reissuing client material ( i.e.cards, checks)
Consistentlyachieve minimal or beyond expectations for performance metrics and qualitystandards

Client Service Representative Resume Examples & Samples

The successful candidate will be responsible for business deposits, withdrawals and bill payments. They will process night deposits, order, ship and prepare Canadian cash for customer pick-up, order and ship foreign exchange currency and process customer service representative chute bags
This person will also be responsible for answering incoming calls and resolving business account inquiries, balancing cash daily and following established procedures if out of balance and uncovering customer’s personal or business needs and referring them to the appropriate staff members (refer credit requests, investments, new accounts etc.)
A responsive first point of contact role focused on providing professional and attentive service to clients by accurately completing immediate core business banking needs (simple & complex)
Responsible for efficient management of unit controls
Strong organizational skills, attention to detail
Have a working knowledge of service platform and compass systems
A comprehensive background within the financial industry
Proven ability to respond calmly and constructively when dealing with irate clients or when working in a stressful situation
Industry experience in financial services, retail, hospitality etc
Exceptional customer service skills and the ability to discover and meet the client’s needs
A minimum of one year of client service preferably 2-3 years in one position
Experience handling cash as well as experienceworking in a sales environment
Strong computer skills will also help in working routines

Client Service Representative Resume Examples & Samples

Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.)
Orders reports for portfolio managers or clients as requested
Communicates with clients and portfolio managers on client requests. (Ensures that portfolio managers follow-up with client requests)
Interacts with partners, primarily administratively, on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio
Follows-up with client on inquiries via the telephone or written correspondence
Processes client cash transfer requests. Determines if funds are available in the
Reviews and analyzes fee worksheets to ensure that fees are calculated appropriately
2-3 years' experience in financial and/or client servicing experience preferred

Commercial Client Service Representative Resume Examples & Samples

Subject Matter Expert for the end to end fulfillment of client requests (200 ), having a clear Client First focus and continuous improvement mindset to support business strategies
(When proficient), expected attainment of 85% First Point of Contact Resolution in a multi-channel environment (telephone and email)
Proactive identification of opportunities for clients to leverage self-serve applications and lead generations for Associate Account Managers (AAMs) and Commercial Account Managers (CAMs)
Supports and builds relationships, collaborates clients, sales and service partners and/or third party vendors as required
Accountable at 100% as the Single Point of Contact (SPOC) for ongoing monitoring, control of day to day service and related fulfillment/servicing activities for 1000 Single Name clients/FTE (Single Name defined as the parent company including any subsidiaries) resulting in efficiencies as it pertains to client touch points
Anticipate and proactively identify process improvements, innovation opportunities and best practices based on an understanding of the full impact of end to end business processes on the client experience
Responsible for driving cost efficiencies and maintaining annual cost increases below 2.0%
Deliver ‘simpler, faster, better’ through the demonstration and adoption of the advantages of client ‘self serve’ where appropriate
Exercises sound judgement in making routine decisions with timely escalations to the appropriate levels in order to achieve best in class service to clients and minimize any operational or reputational risks
JOB SPECIFICATIONS
Secondary School diploma and 2 years of applicable (Associate Account Manager, Advice Centre – BBSSG)experience
Knowledge of and aptitude to learn RBC Banking products (i.e. RBC Express, deposit account services, VISA) and related processes and technical systems (i.e. Synergy, Sales Platform, DDA, IRIS, CART)
Good knowledge of Microsoft Word, Excel and Outlook
Strong natural aptitude of multi-tasking capabilities in a fast paced, dynamic client centric environment
Preferred
80% client servicing (inclusive of problem management, escalation management and offer of client advice)
10% SME support to field, team members and head office initiatives
5% internal process innovation
5% personal development

Client Service Representative Resume Examples & Samples

Knowledge of retirement and retail accounts and related products
Basic understanding of IRS retirement regulations
Necessary research to resolve client inquiries
Thorough understanding of ASAP entry & routing, LOA requirements and approval process
Use of professional telephone skills
Accurate and timely execution of verbal/written client requests Associate is accountable for providing quality customer service support within their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls or emails utilizing professional oral, written and problem solving skills. Accountabilities include but are not limited to providing account balances and activity, deposit rates, checking information, internal systems assistance, explaining and processing transactions. Recommend some previous experience in the customer service field but not required. Elevated service issues handled by experienced associates or above. BA degree preferred.Qualifications

Client Service Representative Resume Examples & Samples

Proficiency in Retirement IRS guidelines &regulations and how they pertain to Merrill Lynch
Articulate Retirement operational procedures andrequired documents to branch office
Describe product features and provide “how to”support
Perform account maintenance functions on theclient's retirement accounts
Statement & Tax correspondence (1099R/5498)interpretation and resolution of statement related problems
Navigate branch office through the ASAP system tofulfill client needs

Client Service Representative Resume Examples & Samples

Proficiency in Retirement IRS guidelines & regulations and how they pertain to Merrill Lynch
Articulate Retirement operational procedures and required documents to branch office
Statement & Tax correspondence (1099R/5498) interpretation and resolution of statement related problems
Navigate branch office through the ASAP system to fulfill client needs

Client Service Representative Resume Examples & Samples

Strong computer and keyboard skills
Ability to manage issues through to resolution
Ability to work closely with business partners across sites
Demonstrate both communication and interpersonal skills
Demonstrate positive attitude
Ability to function in a fast-paced environment while maintaining composure and sound business judgment
Candidate should have experience in customer service and be able to work in a team environment
Knowledge of branch office operations is a plus
Knowledge of Advisory, Central Asset, Individual Investor, Retirement Plans, Margin, Institutional or Customer Accounting is highly recommended
Experience in Centralized Services Edge and Advisory is preferred

Client Service Representative Resume Examples & Samples

Outstanding phone skills
Quick learner
Positive attitude and commitment to client and quality focus

Client Service Representative Resume Examples & Samples

Handle incoming Wealth Management client calls utilizing professional telephoneand problem solving skills
Provide credit card account information, including but not limited accountbalances and interest rates, checking and Visa activity
Support MyMerrill/OLB navigation and functionality
Explain content, format and activity on monthly and quarterly statement. Assistclient with reconciliations of monthly activity and re-order duplicatestatement copies
Consistently achieve minimal or beyond expectations for performance metrics andquality standards
Professional Demeanor: Demonstrating patience, composure, and clientservice attitude
Service Adeptness: Comprehend and empathize with client needs, devotetime and effort to satisfy the client’s requests
Problem Solving and Decision Making Skills: Use good research andproblem solving skills; know where to go to resolve problems
Initiative: Demonstrate a “self-starter” behavior and a willingness tohelp others

Client Service Representative Resume Examples & Samples

Electronically order client print and digital advertising programs/schedules as directed by sales personnel. Following layout instructions, electronically submit ad design and art elements to the advertising design center. Seek clarification when needed by communicating with sales personnel and clients
Work successfully in a fast-paced office environment
Resolve problems quickly with creative solutions

Senior Client Service Representative Resume Examples & Samples

High School Diploma and at least three years of investment industry experience required
Bachelor’s Degree in Business, Accounting or Finance preferred
Good presentation skills and ability to interact with all business partners and management
Able to work with end users to identify potential issues and high risk items
Build and maintain good relationships with clients and business partners
Good organizational skills and the ability to prioritize own workloads
Detailed oriented and good analytical skills
Proficiency with Microsoft Office application, GMAX, Onetis and Advent-Axys
Can deliver difficult messages to ensure desired result is achieved
Will take a lead within process improvements
Understands business risks

Client Service Representative Resume Examples & Samples

Excellentinterpersonal and oral/written communication skills
College DegreeRequired
Complete 3-5 hrs of Investing in You Training

Client Service Representative Resume Examples & Samples

Assemble and provide effective packages for all prospective and current clients
Understand client needs/specifications to create customized packages
Collaborate with and support the Account Executives on all account needs
Remain current on all relevant sport issues and events in order to assemble packages
Assemble sponsorship recap presentations and assist in coordinating renewal and new business packages
Provide exceptional presentations to assist Account Executives in closing account
Perceived as knowledgeable on client package needs and account history
Establish and maintain outstanding level of communication between departments
Build relationships and maintain communication to contribute to yearly growth
Participate in lead generation, media monitoring and business development assignments
Use resources (i.e. Scarborough, Nielsen) to build sales-oriented and client specific research
Assists with administrative duties such as posting, coordinating client events, general sales tools
1-2 years of experience in sales administration required
Excellent verbal and written communication skills are necessary
Grasp of market conditions, research, competition, rate structure, ratings preferred
Must have excellent computer skills, be proficient in Microsoft Suite, Adobe Photoshop is a plus
Interest in and general understanding of the sports industry both regionally and nationally
Familiar with sales process and the ability to work between departments on design and implementation

Client Service Representative Resume Examples & Samples

Skills – Office/Excel/Powerpoint/Vision
Great attention to detail
Excellent awareness of client service and expectations
Good operational understanding of securities transaction lifecycle
Exceptional drive, excellent interpersonal skills and ability to communicate effectively, both verbally and in writing
Ability to manage client expectations

Senior Client Service Representative Resume Examples & Samples

Serves as a subject matter expert and represents the Team on cross function process or special project deliverables
Carries out complex processing requests from clients and partners that may have significant financial and/or business impact
Acts in a leadership role for client service representatives and is able to facilitate discussions and reach decisions as a team member of internal working committees
May manage daily operational activities and supervise day to day work of client service representatives
Responds to partner inquiries by providing the requested information or referring the inquiry to the appropriate area for resolution
Acts as the initial contact, with minimal supervision, for complex client or partner inquiries for trust and investment products and services
Communicates with partners regarding trust and investment products and services by providing in-depth information
Documents and prepares reports for management regarding client and partner calls. Performs quality control reviews, analyzes reports and identifies potential problem situations, trends, and improvement opportunities. Initiates changes to processing as needed
Recommends enhancements to unit management, for changes in client account set up, distributions, or services based on inquiries received
Keeps abreast of new and existing bank products, services and business applications
3 - 5 years client servicing or related experience

Senior Client Service Representative Resume Examples & Samples

Addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to CSS Management
Maintains a strong knowledge of the various business applications critical to client and account servicing, including clients' on-line tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing
Strives to identify service efficiency and delivery enhancements, as well as process improvements, and periodically participating in business unit initiatives related to process, technology, and system enhancements when directed by CSS Management
Serves as a mentor to fellow client service representatives, offering guidance, encouragement and direction as needed

Client Service Representative Resume Examples & Samples

1) Customer Service
2) Risk Management
3) Administrative Support
4) Team Development
Provide quality customer service to all existing and potential clients relating to banking services
Promptly assist customers with a wide variety of banking transactions
Effectively match customer deposit service needs with a full range of Bank products and services
Provide the highest level of courteous, knowledgeable, friendly and professional service to existing and potential customers of all banking groups
Conduct all interactions with Bank customers in a professional, knowledgeable, courteous and efficient manner in accordance with National Service Standards
Identify customer needs and match with appropriate products or services using relationship selling techniques, including making qualified referrals to other team members within and across the lines of business
Responsible for receiving customer inquiries/concerns/complaints and ensuring service recovery procedures are adhered to
Ensure security and safeguarding procedures are being followed for the prevention of loss due to robbery, fraud, counterfeiting, money laundering or defalcation in accordance with bank policy
Administrative Support
Operate and balance cash according to performance standards
Process financial and non-financial transactions and requests in accordance with policies and procedures to support customer service administrative requirements
Act as joint custodian where required, ensuring adherence to controls and audits.(ie cash, engraved forms and negotiable securities)
Team Effectiveness
Assist PBO as necessary
Undergraduate degree, college certificate or equivalent job-related experience
Learning for Success completed to appropriate level
RISR Preferred (Minimum IFIC completed; CSC preferred)
Working knowledge of personal (primarily) and commercial credit and non-credit products
Good knowledge and understanding of banking services
Basic knowledge of mutual fund/investment products
In-depth knowledge of Private Banking Products/Services
Working exposure to Products/Services and other Banking Groups
2- 3 years banking experience in branch operations
A team player that is customer-service focused
Very Good communication skills

Client Service Representative Resume Examples & Samples

At least 1 year of experience required with a financial institution focusing on client service
Strong analytical and communication skills
Knowledge of banking (credit and deposit) products and services desired
Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles

Senior Client Service Representative Resume Examples & Samples

Must have thorough knowledge of new account procedures and compliance requirements that must be completed in a timely manner
Approves and authorizes ATM and debit cards, Northern Lines, cash advances, checks and certificates of deposit. Is fully capable of taking residential loan applications and can act as a knowledgeable liaison for all credit requests to the proper team or individual
Documents and prepares reports regarding client calls. Analyzes reports and identifies potential problem situations, trends, and improvement opportunities. Initiates changes to processing as needed
Recommends enhancements to unit management, for changes in client account set up, products, or services based on inquiries received
Initiates client communication to add value to the relationship
Keeps abreast of new and existing bank products and services

Am-client Service Representative Resume Examples & Samples

Looking for a full time administrative assistant to assist with the following
Work on our front desk and be the first contact for our clients and employment candidates when visiting JPMorgan Asset Management
Ability to escalate and handle confidential information
Assist with Building management such as : (vending, maintenance requests, cleaning, supply, fax machines, copiers, printers, mail, etc.)
Coordinate internal/external events and special projects, e.g., events, conferences
Become an expert in utilizing Telepresence system, be able to assist managers in setting up meetings using Telepresence
Review managers' expense reports, verify expense documentation and submit to accounting for payment
Coordinate travel arrangements and prepare itineraries
Distribution Lists- All building communication will go out from this person. They will manage the e-mails lists and seating charts for the building
Process Check Requests for Marketing and provide additional help on items
Filing and office organization
Process mailings and shipments
Liaison for ordering office supplies
Coordinate group coverage, i.e., lunch hours, vacations, training and temporary assistance
Assist team with special projects and day-to-day tasks
Coordinate travel arrangements (air, hotel accommodations and ground transportation) with travel agency; prepare detailed itineraries and assure accuracy and timely delivery of plans/tickets to travelers
Manage the distribution of mail to each employee
Complete daily delegated tasks, as assigned; assist with overflow, special projects, events and day-to-day tasks
Attitude and Passion for wanting to deliver exceptional customer service
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), MS Outlook, general comfort level with Internet/Intranet usage and ability to learn proprietary software
Responsive and reliable
Bachelor's Degree preferred but not required

Client Service Representative Resume Examples & Samples

Create and maintain sales orders, flow charts, contracts while tracking and solving discrepancies
Act as a liaison between our internal support departments and external agency contacts by notifying clients on all changes in advertising schedules, availability, and traffic
Apply and develop critical thinking process to solve problems and handle challenging requests
Responsible for reviewing post analysis reports for accounts while assisting Account Managers and Account Executives in proofing, scheduling, copying, typing and composing proposals, letters, memos, and processing expense reports
Provide additional support for the entire sales assistant team when asked
Coordinate and facilitate special team projects

Client Service Representative Resume Examples & Samples

Minimum 1 to 2 years banking experience
Experience with financial or legal documentation
Strong PC Skills
Excellent oral and written communication skills with a clear, distinct voice
Proven understanding of telephone etiquette
Able to quickly resolve customer problems
Able to handle irate customers

Cib-prime Services Client Service Representative Associate Boston Resume Examples & Samples

Bachelors degree in finance or other quantitative discipline, MBA/MS preferred
Energetic self starter, will need to take initiative and operate with autonomy
Ability to build strong relationships with clients, through daily interactions and office meetings. Must have strong presentation, persuasive speaking, negotiation, and oral skills

Mobile Client Service Representative Resume Examples & Samples

Experience in a client service oriented role
Some experience working in a sales environment where formal selling thresholds and targets are routine
Great communications skills

Client Service Representative, Nickelodeon Resume Examples & Samples

Upfront and scatter order entry
Liability tracking
Communicates daily with Commercial Operations to resolve any traffic issues and reconcile discrepancies
Work closely with billing and A/R teams to reconcile and clear invoices in a timely manner, monitor accounts receivable, and issue invoice adjustments
Must have the ability to prioritize. Must be flexible with hours

Client Service Representative Resume Examples & Samples

Answer, assume full responsibility and ownership for incoming calls, faxes and emails for assigned client base, and overflow calls of team/department as required
Research all client queries to complete resolution, make all changes or additions to company set-up with complete documented follow-up to client with clear, concise, accurate instructions
Communicate and coordinate follow-up with other teams and internal departments as necessary
Proficiency in handling client and associate inquiries regarding payroll features with limited assistance from Team members, Team Leader
Comprehensive knowledge of department procedures and The National Account standards of performance as measured by Quality Survey Scores and Team Skills and their impact on success of the business
Coordinate and attend off-site meetings with clients. Perform needs analysis and project plan to address complex issues including customization, training, year end, and trouble shooting. Prepare post trip documentation as appropriate
To work effectively with the Implementation Specialists to ensure a seamless transition between implementation and ongoing service
To work effectively with the Payroll Account Managers to ensure effective servicing of the on-going needs of the assigned client base
Knowledge of ADP work flow preferred
Thorough understanding of the payroll processing workflow from input to delivery of the payroll
Intermediate understanding of multi-products. Full level understanding of payroll software including import/export features
Superior understanding of the use of internal forms, processes and procedures used to initiate requests and service clients' needs

Client Service Representative Resume Examples & Samples

Answer and assume full responsibility and ownership of incoming client calls, e-mails, or projects, while ensuring complete customer satisfaction
Professionally assist clients while simultaneously navigating through various on-line applications
Uncover client needs through the use of effective probing techniques, active listening, and communication skills
Accurately implement changes to company set-up with attention to detail
Provide clear and concise follow-up throughout the duration of a project -Fast-paced, dynamic, and fun environment
Balance multiple client commitments against new requests in a fast paced, dynamic, and fun environment
Identify, recommend, or refer any issues or opportunities which arise from client queries, to the appropriate internal ADP Team
Strong technical skills/savvy with the ability to systematically instruct clients on the use of ADP products and systems
Ability to work independently while demonstrating resourcefulness in the use of available tools and support resources
Commitment towards continuous improvement and a proactive approach towards personal development
2 years experience in customer service or payroll related role
Proficient MS Office and strong key-boarding skills
Aptitude with using computerized and/or web-based products/services

Client Service Representative With Czech Resume Examples & Samples

Follows-up with customers on issues that cannot be resolved immediately,
Prepares analysis, reports, certificates for the client's employees
Czech language - fluent

Client Service Representative Resume Examples & Samples

Providing accurate and timely resolution for incoming client calls regarding ADP's payroll system
Collaborating with fellow ADP colleagues in a service center environment to answer questions received from an ADP client regarding our Payroll and HR products
Researching & resolving issues of varying complexity with things such as W2's, Direct Deposit, Tax Filing, System Navigation, etc.
You will investigate, research, analyze and resolve simple to highly complex problems
Providing assistance to our clients regarding ADP products to ensure full use and understanding of our products' capabilities and the value our solutions provide to the small business community
Responding to various inquiries from new clients with a sense of urgency and in a customer service fashion
Developing and maintaining effective ADP/client relationships and work to ensure the client has a meaningful and positive experience when speaking with you, their ADP Service Representative
Enthusiastically handles opportunities and is able to adapt to our constantly changing business environment, and can perform related duties as required
Must be able to travel for training
Bachelor’s Degree required (or in progress)
Demonstrated ability to provide positive results with professionalism and a strong focus on client satisfaction
Previous experience working with clients in a fast paced, complex, deadline oriented service environment (such as retail, restaurant, banking, etc.) is a plus
Strong Mathematical Competency including ability to understand percentages, balances, calculations, etc…
Effective time management skills and follow-up required
Ability to work under the pressure of time constraints and to prioritize your work-load and commitments
Efficient, accurate typing and ten-key proficiency
Earning an APA certification is expected during first year once employment begins
Payroll knowledge and/or experience highly desirable but not required, as we have a thorough training program for all new hires
Proficient computer and typing skills, particularly in MS Outlook, Word, etc
Must be able to work flexible hours during peak processing periods, including calendar year-end

Client Service Representative Resume Examples & Samples

Must be able to travel for training***
Bachelor's Degree required
Previous experience working with clients in a fast paced, complex, deadline oriented service environment (such as retail, restaurant, banking, etc..) is a plus
Strong Mathematical Competency including ability to understand percentages, balances, calculations, etc.
Proficient computer and typing skills, particularly in MS Outlook, Word, etc.

Client Service Representative Resume Examples & Samples

Must be able to travel for training***
Bachelor’s Degree required (or in progress) Demonstrated ability to provide positive results with professionalism and a strong focus on client satisfaction
Proficient computer and typing skills, particularly in MS Outlook, Word, etc…

Client Service Representative Resume Examples & Samples

Bilingual preferred (English/Spanish)
Bachelor's Degree Required
Demonstrated ability to provide positive results, professionalism, and a strong focus on Client Satisfaction
Experience in a Client Services capacity with knowledge of payroll and accounting preferred
Strong Mathematical Competency including ability to understand percentages, balances, calculations, etc
Effective oral and written communications skills required, along with good interpersonal skills
Good organizational skills with focus on detail and accuracy
Effective time management skills required
Ability to work under the pressure of time constraints and to prioritize client issues
Ability to multi-task, and work in a fast paced team environment, high call volumes, meet deadlines and prioritize client issues
Common office software ability
A current APA certification is preferred and/or encouraged to pursue once employment begins
Must be able to work flexible hours during peak processing periods, including year-end

Prime Finance Middle Office Client Service Representative Summer Intern Resume Examples & Samples

To assist Prime Finance Middle Office (PFMO) Client Service representatives in providing support to both the prime finance business and our Prime Brokerage clients
The role requires a basic understanding of the financial industry. Basic prime brokerage knowledge is a plus
Candidates will learn the basics and assist PFMO client service representatives in their daily tasks
Knowledge of Microsoft Office products – specifically Outlook, Word, Excel, and PowerPoint. Microsoft Project is a plus
Good oral and written communication skills with an ability to interact effectively at all levels
Aptitude for or experience with data analysis on processes, flows, intelligence, metrics and/or reporting
Good research and presentation skills
Ability to learn processes quickly

Client Service Representative Resume Examples & Samples

Assemble and provide effective packages for all prospective and current clients. Understand clients’ needs/specifications and individual styles for package content to create customized packages (i.e. rates, times, ratings, demographics, specific availabilities, inventory, etc.)
Collaborate with and support the Account Executives on all account needs, style variations, and timelines for client packages
Remain current on all relevant sports issues and events in order to assemble packages
Provide background and research on client targets and categories
Provide outstanding communication with the external clients as well as the Sales Team
Participation of Sales presentations and negotiations. Participate in lead generation, cold calls, and business socials
Performs some administrative duties such as order entry and maintenance, posting, coordination of client entertainment events, creating and sending out general sales tools
Bachelor’s degree preferred. 1-2 years’ experience in sales administration required
Good verbal and written communication skills are necessary
Understanding of the market conditions, research, competition, rate structure, ratings and cost per point analysis is preferred
Must have excellent computer skills, be proficient in Microsoft Suite, and possess strong data entry skills
Interest in and general understanding of the sports industry with exposure to both regional and national operations is a plus
Familiar with sales promotion processes and the ability to work with marketing departments on design and implementation

Client Service Representative With French Resume Examples & Samples

Prepares analysis, reports, certificates for the client’s employees,
French language – fluent (C1) English language – fluent (B2)
Czech language – is not a need, basic is an advantage

Wealth Management Client Service Representative Resume Examples & Samples

Associate degree, or equivalent work experience
Three or more years of administrative support experience in a banking environment
Advanced knowledge of departmental operations/policies and bank products/services
Excellent interpersonal, verbal and written communication skills
Ability to resolve complex problems with minimal guidance

Corporate Banking Client Service Representative Resume Examples & Samples

Associate's degree, or equivalent work experience
Five or more years of experience in financial services/corporate banking industry
Corporate Loan support and documentation experience
Reviewing attorney prepared documents
Financial Accounting and Reporting
Multitask orientated
Proficient computer skills, especially Microsoft Office applications
Experience with department-specific systems
Superior knowledge of departmental and bank products and services
Supervisory experience - optional

Client Service Representative Resume Examples & Samples

Maintain strong operational relationships with our clients (mainly banks and financial institutions) and assist in managing Treasury Services' client relationships
Bachelors Degree with at least 4 - 5 years banking experience, preferably within client services
Knowledge of international payment and trade services will be an advantage
Proactive & keen work attitude
Incumbent will be required to support clients for our Thailand business. Good command of Thai language, both oral and written, is essential
Travelling to Thailand is required

Cib-client Service Representative Resume Examples & Samples

Proficient Spanish Language skills (verbal, written and reading) required
Excellent communication, oral, written, and interpersonal skills
Technical proficiency in Windows LAN/PC environments and systems, and in web and browser-based applications and technologies
General knowledge of cash management business
Strong customer service skills, call center experience
Occasional overtime may be needed

Client Service Representative Resume Examples & Samples

Look for sales opportunities with all clients and refer to appropriate internal officers
Adhere to compliance routines in carrying out transactions
Friendly, outgoing personality
Team player, driven to ensure that the whole RBC team is successful in meeting client needs
Relationship building skills
Strong organizational skills; the ability to handle cash, compile facts, figures and files in an orderly fashion
Retain knowledge about the features and benefits of a wide range of products and services and convey the information to clients
Information-seeking skills; the ability to probe, find out more and improve your understanding of a client’s situation or issue

Cib-client Service Representative Resume Examples & Samples

Field incoming inquiries from the product/segment classified client channels, such as ‘800’-telephone number; fax; email; mail as it relates to Treasury Services related products. Inquiries normally fielded by the Solutions Center staff are
Clients unable to apply debit/credit posted to their account; Beneficiary bank unable to apply funds
DDA balance/settlement/funding/fee inquiries
Setup & Maintenance request
Check Processing
Relationship management (MCSO only)
Adhere to the policy, procedures and standards as governed by ISO, Risk and Compliance standards
Ensure the prompt resolution of all customer queries while ensuring the client experience is world class
Investigate and resolve generic issues that generate escalated enquiries
Assist Relationship Managers with queries on customers’ accounts (e.g. following up on old queries or updates, escalations, etc.)
Liaise with Relationship, Product and Operations Managers regarding service issues. Liaise with Implementation and Product/Relationship Managers to ensure new customer set up is correct. This includes the submission of the appropriate job via Deal Manager, APS, Quick Kill. The service representative will own these inquiry types from end to end to ensure timely resolution and notification to the account owner/inquirer
Identify clients calling for balances, transactions data and for manual payments in order to offer them the use of Electronic delivery products or VRU, and discuss the benefits with them for self-serve
Investigate and inform senior management of potential processes that could reduce exposure. (i.e., formatting issues, inconsistent procedure interpretation among service centers, incorrect processes, etc.)
Track all inquiries received into the service center regardless of channel in the case tracking tool SAM
Prioritize responsibilities to ensure individual goals and objectives are met as defined in the scorecard
Excellent communication skills (verbal and written) with emphasis on banking terminology
Demonstrate listening skills and ability to utilize probing questions to accurately assess inquiry or request
Ability to work in a fast-paced environment and an adaptability to change
Exhibits ability to work effectively in a team environment
Proficiency in MS Windows and Office with the ability to work with multiple applications at the same time

Client Service Representative Resume Examples & Samples

Undertake first contact resolution providing a high level of Client service
Ensure timely and effective resolution of questions and queries
To support the GSO team in preparation (reports, information, etc) for Client meetings and attend as required
To review output/input data and provide recommendations to the business for process improvement
Handle multiple workflows while balancing different priorities in a timely and quality-focused manner
Maintain a strong knowledge of core systems, processes and reporting across a broad range of portfolios
Build and maintain strong internal/external networks/point of contact to support effective query resolution
Drive pro-active communication to strengthen GE partnerships
Ability to communicate clearly and effectively with both internal and external customers across all levels (verbally and written)
Problem solving/decision making skills – ability to decide on best course of action required to solve the problem
Ability to multi-task and handle numerous workflows across various priorities
Ability to structure and prioritise own work and communicate challenges clearly within a team environment
Ability to use various systems (Support Central, GECARS, Client Systems, Outlook, CIM)
Influencing skills – ability to project a calming influence when dealing with dissatisfied or anxious internal/external customers
Prior experience in a Customer Service role delivering a excellent customer service
High level of enthusiasm and commitment to driving 100% customer satisfaction
Excellent verbal and written communication skills /ability to communicate at all levels
Other than Engligh European languages, Preferred ( Spanish. Italian, German and French)
Intermediate knowledge of Excel/Outlook/Support Central
Customer centric mind set
High level of organisational skills, ability to prioritise and meet deadlines
Excellent attention to detail, ability to produce accurate work
Initiative to work autonomously
Ability to prioritise effectively and challenge/pushback where appropriate
Analytical and numerical approach to interpreting data
Ability to cope with pressure and deadlines
Process mind set - constantly looking for process improvements

Client Service Representative Resume Examples & Samples

Remain current on all relevant sports issues and events
Assist with providing audience research information to support proposals and/or campaigns
Secure inventory and help monitor campaign performance while providing outstanding communication with the external clients and ad agencies
Coordinate and communicate with internal groups including Sales, Ad Ops, etc., to manage proposed, active and upcoming campaigns
Perform administrative duties such as order entry and campaign maintenance, optimizations, posting of campaigns, creating and sending out general sales information, etc
Participate in lead generation, sales development and sales presentations as necessary

Client Service Representative Resume Examples & Samples

Bachelor's degree strongly preferred
2-3 years in digital ad sales administration required
National and local/regional experience is a plus
Strong verbal and written communication skills are necessary
Understanding of media math and site metrics from various research and analytics providers
Proficient in Microsoft Suite (Outlook, Powerpoint and Excel), with strong data entry skills

Cib Operations Client Service Representative Associate Sydney Resume Examples & Samples

Act as the client’s first point of call for all Global Custody related enquiries including trade settlements, cash payments, income/corporate actions and overdrafts
Intraday credit support for sameday payment activity, reconciliations and reporting
Prioritisation of intra-day enquires based on deadlines, risk and volume then tracking all enquires through to resolution
Internal representation on global and local projects, business and regulatory changes
Proactive client engagement including service reviews and conducting client meetings

Cib Operations F&o Derivative Margin Client Service Representative Analyst Delaware Resume Examples & Samples

Preparation of daily consolidated statements and reporting encompassing OTC derivative settlements, cleared and non-cleared derivatives collateral and futures and options activity/obligations
Provide accuracy and transparency to the client in the margin call process by monitoring and analyzing statements and interpreting and complying with the legal agreement
Contacting external clients (and possibly internal clients) to agree on collateral/margin movements across multiple requirements/obligations while ensuring all transfers are eligible under the appropriate legal document
Accountability for the uncollateralized credit risk of a subset of Investment Bank clients, with responsibility for identifying and escalating fails and disputes in a timely and accurate manner to Credit/Risk Management, Collateral Risk Management and Operations Management
Responding to client inquiries, and when needed, coordinate with the appropriate Front/Middle Office as well as the core processing area in order to facilitate resolution
Identifying and resolving client disputes related to both collateral and trade settlement discrepancies
Developing a complete understanding of Bank policies and departmental controls and procedures
Migrating the Nostro Reconciliation function from Chicago to Delaware
Bachelor degree in Finance, Accounting, or Business or equivalent work experience required
Minimum 2-3 years Financial Industry experience
Minimum 1 years Operations experience with some Securities experience preferred
2-3 years Microsoft Excel experience, intermediate to expert level is compulsory. Knowledge of VBA and Macros preferred
Knowledge of Derivative Products, or the demonstrated previous desire to learn these products, is preferred
Must be Service and Client-oriented
Problem solver with the ability to assist in the development of solutions for clients
Credit Risk Management experience preferred
Must possess heightened communication skills, as the role depends upon superior communication skills in order to bridge the multiple business lines that will be supported
Must demonstrate strong team player and robust interpersonal skills
Must demonstrate excellent analytical skills; be able to work independently in a changing environment

Mobile Client Service Representative Vancouver Downtown & West Region Resume Examples & Samples

Client service oriented with demonstrated ability and comfort working with clients
Team player who contributes to client experience and team sales results
Able to work flexible hours depending on the branch hours of operation

Client Service Representative Resume Examples & Samples

Upfront and scatter sales order entry
Input of all inventory adds, deletes, and moves per approval
Advertising Schedule Changes
Sales Agreement post analysis
Collaborate with sales teams in weekly meetings and thorough maintenance of account status reports
Proficient use of ad planning and ad posting systems to manage deals
Support agency relationships by monitoring requests and ensuring commercials are booked according to guidelines
Work with P&I to schedule deals, distribute weekly weights, maintain CPM guidelines, manage program changes
Work closely with billing and A/R teams to reconcile and clear invoices
Experience in sales, advertising and/or media industry strongly preferred
Knowledge of WINSALES/PLAN-IT and GABRIEL systems a plus
Must have the ability to prioritize and be flexible with hours
Ability to work in a fast moving environment
Must have attention to detail
Must have strong analytical & customer service skills

Otc Settlements Client Service Representative Resume Examples & Samples

Understand and use PrimeSwap, the front-to-back trading/settlement system, and Prime View, the web based client reporting system
Gain an understanding of PrimeSwap architecture and Control Account processes
Learn and understand how Equity, Interest Rate, Credit, Mortgage are structured and how cash flows are calculated
Settle physical cash payments between various CS entities and street side clients
Investigate and resolve cash breaks relevant to the team’s clients
Build relationships with assigned clients and provide excellent client service
Investigate and resolve queries received both internally and externally on products and functions supported by the team
Understand the controls associated with the settlement of cash flows, such as client money implications, funding & settlement deadlines, etc
Confirmation of settlement instructions, preparation of manual payments, plus update of information into our Static Data System (SDS)
Work on ad-hoc projects to improve processing efficiency for front to back business partners
Statistical extracts as and when requested by team leads/managers

Client Service Representative nd Shift Position Indianapolis Resume Examples & Samples

Complete all assigned training, cross-training, and huddle training to maintain service excellence
Adheres to CTO’s strict service standards to meet quality monitoring, and customer feedback goals
20%
Strong customer service skills
Ability to follow complex methods and procedures in the service support of diverse subject matter and routine/non-routine tasks
Minimum of 2 years customer service /banking experience

Cib Operations Client Service Representative Bournemouth Professional Resume Examples & Samples

High level of customer interaction
Generating collateral statements and sending calls to clients for both standard and non-standard agreements. Timely follow up of all calls made by JPMorgan
Answering of incoming collateral calls sent by clients comparing them to JP Morgan's exposure
Follow up on any counterparty fails
Reconciliation and dispute resolution with regards to large disputes or credit sensitive customers
Agreement of coupons due on securities held as collateral
Month end tasks including the agreement of interest on any cash collateral held/delivered
Timely resolution of incoming queries regarding a client’s portfolio. Escalation of issues
External Client services experience, or similar experience interacting with senior/demanding internal clients
Working knowledge of OTC Derivative products or similar background
Proven experience of effective relationship building with a wide variety of stakeholders, for example; Clients, Credit Execs and Business Partners
Must be attentive and responsive to client needs
High level of accuracy and attention to detail is required
Ability to Work in a methodical and organised manner and to follow procedures
Excellent client communication skills and telephone manner and a strong ability to build client relationships
Must be highly numerate with good keyboard and core system (Outlook, Excel, Word) skills
Ability to work as part of a team and be flexible during busy periods such as month end
Ability to prioritise workflow and work to strict deadlines agreed in legal documentation
Strong Risk and Control Awareness – with the ability to push back on stakeholders when risk/controls could be compromised
Strategic thinker, able to review and implement process improvements
Working closely with global team, Operations teams are based in London, Delaware and Mumbai
Self motivated and flexible approach to working hours
Participate in the implementation of strategic and ongoing STP initiatives
A deep knowledge of OTC Derivatives and/or Fixed Income products
Knowledge of Collateral Management for OTC Derivatives and Fixed Income products an advantage
Microsoft Office – ability to analyze data effectively using excel with an ability to write and manipulate macros; PowerPoint, Word
Business Objects reporting – experience of building reports for management information/analysis an advantage
ISDA and CSA awareness

Client Service Representative Resume Examples & Samples

Act as the clients first point of call for all Global Custody related enquiries including trade settlements, cash payments, income/corporate actions and overdrafts
Tracking all enquires via global system through to resolution
Data analysis and identifying trends to improve processes and enhance client experience
Prioritisation of intra-day enquires based on market deadlines, risk and volume
Representation in global forums, driving client experience agenda
Escalation point to other staff members
Reconciliation queue management and reporting
University degree, Masters or MBA preferred
2-5 experience in Custody Business and/or portfolio servicing environment
Strong focus in client service management, communication and delivery
Proven experience in building and contributing to high performing teams through the development of self and others, emphasizing continuous learning and growth
Proactively responds and adapts to change - supports and influences strategies to enable business transformation and enhancement
Demonstrated technical, professional, and organizational expertise and a desire to continuously grow and maintain this knowledge
Focuses on accountability, action and outcomes to ensure solutions meet client needs while aligning business deliverables to the firm's mission and goals
As this role will have regular client facing involvement and engagement with senior staff in all areas of Investor Services, the person in this role must be confident, articulate and able to represent J.P. Morgan in front of clients
Flunet in Korean and English

Client Service Representative Resume Examples & Samples

Systematically completes call reports accurately and ensure that relevant information is distributed to appropriate colleagues or business units
Knowledgeable and adheres to Client Services policies and procedures to deliver a superior client experience
Teamwork: Communicates and collaborates with Operations and Sales on client issues and cases
Encourages all team members to participate in discussions, activities, and daily work
Supports work of colleagues and shares information to ensure maximum quality of service and productivity
As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls. The employee must also comply with IFIC industry rules and regulations
University Degree or College diploma combined with a two-year related experience in the financial or investment industry
Successful completion of the Investment Funds Institute of Canada Course or the Canadian Securities Course (preferred)
Superior listening skills with a demonstrated customer-focused and action oriented approach
Exceptional written and verbal communication skills in both French and English
Comfortable in a multi-task environment. Capacity to meet deadlines and to work under pressure
Detail oriented and possess strong analytical and problem solving skills
Ability to work both independently and within a team environment
Good knowledge of financial products and related legislation
Working knowledge of MS Office (Word, Excel, and Outlook)
Ability to work between the hours of 8am and 8pm ET

Client Service Representative Resume Examples & Samples

Obtains and reviews prior day’s client activity information from the participant record-keeper, posting in the accounting system, and trades processed and pending. Updates the liquidity spreadsheets, and determines appropriate trade actions to maintain daily authorized client liquidity levels
Monitors client account reports to determine if trade or cash movement is required, such as the zero balance account, miscellaneous wire and closed account reports
Creates full asset allocation presentations for the field based on specific client criteria and restrictions using program approved investment products and bank guidelines to Northern partners, clients, prospects, consultants and/or intermediaries
Understand the characteristics and relationship between specific investment objectives, asset mix guidelines and product sets by utilizing knowledge of financial statistics and how they affect the construction of specific portfolios
2-3 years experience in investment management, investment research, previous analytical responsibilities within the financial markets industry, with client servicing experience preferred. A College or University degree and/or relevant proven work experience is preferred. Mathematical, analytical and PC spreadsheet skills are required to process and maintain cash analysis. Ability to work in time-critical environment and time management skills are required

Client Service Representative Temporary Opportunity Resume Examples & Samples

Ensuring delivery of service excellence to all clients
Providing clear, accurate and timely responses to adviser and investor enquiries (both verbal and written)
Manage the delivery of reporting and other client requirements
Meeting individual and team KPI's while ensuring tasks are completed to a high standard and in a timely manner
Assisting with periodic reporting for pooled funds and institutional clients; and
Developing and maintaining strong relationships with internal stakeholders and external clients

Client Service Representative Resume Examples & Samples

Inputs data into the appropriate software for vendors/carriers/clients within required timeframe
Records and makes necessary changes/updates as appropriate
Ensure that all internal controls and procedures are followed
Research, communicate and accurately resolve basic customer service needs according to the commitments and standards set forth by the department
Exhibits client focused behavior and applies knowledge and training to support client needs
Comply with department processes, procedures and/or programs
Effectively operates all department equipment and software applications
Execute administrative duties as assigned
1 year of relevant work experience

Client Service Representative Resume Examples & Samples

Resolving a full range of internal and external customer requests
Inputting data into the appropriate software for vendors/carriers/clients within required timeframe
Recording and making changes/updates as appropriate
Takeing an active role in client interactions
Researching, communicating and accurately resolving basic customer service needs
Exhibiting client focused behavior and applying knowledge and training to support clients needs
Researching and assembling data for presentations and marketing materials
Preparing documentation and proposals for internal and external clients
Assisting management with sales and marketing planning
Coordinating marketing activities and performing administrative production work for marketing communications
Previous work experience in marketing and/or sales support is strongly preferred
Must maintain current required licenses and certifications relevant to field of expertise. If not licensed, must obtain within 90 days of employment
Effective customer relation skills

CTL Loan Servicing Client Service Representative Resume Examples & Samples

Answer incoming calls from CTL clients and document system (Strategy, Call Type Database, Marketing Lead system)
Provide positive and professional service with emphasis on one call resolution where possible while maintaining average handle time expectations
Generate leads for new loans from incoming calls, take marketing leads and complete lead Tracker, encourage callers to sign up for AutoPay (automatic payment draft)
Clearly and accurately explain all aspects of ARMs, Escrows, Escrow Analyses, Loan Documents, Loan Histories, Payoffs, Prepayment Premiums, etc
Accept and process PayConnexion transactions (pay by phone)
Complete transaction forms to correct cash transactions and waive fees according to investor and company guidelines
Complete tickets to obtain in-depth information and research required from appropriate support departments
Process returned mail and quality check mailing address changes
Perform additional duties as requested by Manager or Specialist
2-3 years call center experience in mortgage loan environment
Excellent customer service skills with clear and positive telephone manner
Must have strong written and accurate keyboarding skills
Complete understanding of mortgage mathematics and mortgage mechanics (amortization, payment application, ARM adjustments , prepayment charges, late charges, etc)
Self-driven, eager to learn
High School Diploma or equivalent required (some college preferred)

Client Service Representative Resume Examples & Samples

Contacts carriers and clients via phone and email
Ensures that all internal controls and procedures are followed
Complies with department processes, procedures and/or programs
Performs monthly premium billing reconciliation
Must obtain and preserve required licenses/certifications
Demonstrated proficiency in Excel preferred
Proven time-management and multi-tasking skills preferred
Strong project management ability preferred

Client Service Representative Resume Examples & Samples

Client Service covering Middle Office: Trade Processing, Portfolio Accounting, Asset Servicing
Risks and Controls Framework development
Business Performance Monitoring
Internal Communication and Interfaces
Portfolio Accounting,
Pricing,
Reconciliations (Stock and Cash) and Performance Measurement
Trade Processing
Multifonds experience
Asset Servicing
Excellent knowledge of MS Office products including MS Excel, PowerPoint, SharePoint
Solid experience in finance analysis, business case development and execution
English is a must (upper-intermediate)
Strong analytical skills and ability to interpret complex data and distil into useful and actionable information
Advanced presentation skills (written and verbal)
Basic project management skills
Combine both business and financial insights to optimize results
Strive for high standards, seeking innovative solutions, driving continuous improvement of processes or methods and demonstrating a high degree of intellectual curiosity
Have passion for creativity and innovation within a productivity driven environment
Have cultural sensitivity/flexibility in responding to different cultures.Be self-starter, self-motivating - able to deal with uncertainty and complexity
Demonstrate out of box thinking
Degree educated or
Higher education complimented by relevant Professional qualifications namely IMC or CFA
Demonstrate and share comprehensive knowledge of discipline or technology
Define, implement and encourage creative solutions to improve business performance and Risks and Controls Framework

Client Service Representative Resume Examples & Samples

Work experience in Fund/Asset Management Industry
Full life cycle experience of at least one of the following Middle Office areas
Have cultural sensitivity/flexibility in responding to different cultures
Be self-starter, self-motivating - able to deal with uncertainty and complexity

Cib-client Service Representative Resume Examples & Samples

Provide the client with support/information regarding interest claims and billing enquiries
Act as escalation point for large money movements and escalated transactional enquiries
Liaise with Relationship, Product and Operations Managers regarding service issues
Understand clients’ business to help identify solutions, client efficiencies and cross sell opportunities
Identify opportunities for product development and enhancement, and process improvements
Eliminate exceptional and manual processes
Manage one-off projects as they pertain to specific client issues and products
Run Service Quality Reports and use the data to understand and analyze client's payment activities, patterns of client enquiries, opportunities for increasing client's straight-through rates
Advise clients on and assist with incremental account set up and operational procedures and liaise with Implementations to ensure these account set ups are correct
Manage risk through close attention to client overdrafts, unpaid bills etc and, escalate risk related issues to appropriate parties as required
Record client interactions in CSX (e.g. calls, issues, proactive communications etc)
Participate in risk reviews to ensure the procedures outline all activities that are associated to a request are properly documented
Participate in and support TS initiatives
A full working knowledge of NYDDA, MCAS, FTS, PRPC & TLM would be an advantage
Attention to detail and accuracy is an essential requirement as there are a number of varied processes that are undertaken across the group, adaptability and flexibility are also key skills for this role
An understanding of Treasury Services products, processes and risk policies would be advantageous
Ability to work to deadlines and good time management skills are required as the team have a number of production tasks set at specific times of the day and the deadlines must be adhered to and controls exercised as documented in procedures
Demonstrates the ability to manage multiple tasks and prioritize with minimal supervision
Keen on identifying risks and proactively suggest controls
Act with a high sense of urgency and integrity
Demonstrates cultural sensitivity and awareness
Work effectively with a team and self sufficient
Ability to develop and mobilize internal networks and resources
Good excel and PC skills are required and knowledge of Access would be advantageous
At least a Meets rating for YE 2014 and MY 2015
No active corrective action (Written Warning up)
At least 1 year in the current role

Client Service Representative Resume Examples & Samples

Certificate processing
Review insurance contract requirements to determine certificate requirements
Contact certificate holders and communicating with client’s on their certificate needs
Work with Account Managers and Producers in clarifying certificate coverage requests
Process Endorsements
Process auto identification cards
Policy checking and binder setup
Access carrier websites for online quoting and obtaining policies, endorsements, audits and loss runs
Complete loss summaries
Act with responsiveness, urgency and professionalism
Respond quickly to client requests and work to provide appropriate information
Respond to all phones and inquiries no later than 24 hours after receipt
Must hold and maintain a valid CA P/C License
Experience with agency management system. Sagitta preferred but not required
Excellent communication skills with the ability to provide clear, concise and accurate information in a written and verbal format
Proficient with office procedures as well as computer systems such as Microsoft Outlook and Excel
Able to handle the pressure of fast paced unit, with minimal supervision, and to deal effectively with clients, insurance company personnel, management and co-workers
High school graduate (or equivalent education and related training)

Client Service Representative Resume Examples & Samples

Process certificates, evidence of insurance and auto identification cards
Receive phone calls and walk in clients
Prepare renewal specifications
Prepare applications for marketing
Invoice premiums and assists with follow up on accounts receivables issues according to BB&T procedures
Contact clients for collection of premiums as necessary and as according to BB&T procedures
Acts with responsiveness, urgency and professionalism
Prioritize work to achieve timely completion of the most critical and sensitive activates
Follow-up with carriers for missing items
Coordinate holiday cards/gifts for clients
Responsible for all current procedures as outlined in the BB&T Procedures Manual
Responsible to meet continuing education requirements of insurance license
Upon hiring must be willing to obtain California Accident and Health license

Client Service Representative Resume Examples & Samples

Collaborate with and support the Account Executives on all account needs, style variations, and timelines for client packages. Remain current on all relevant sports issues and events in order to assemble packages. Provide background and research on client / prospect targets and categories
Provide outstanding communication with the external clients as well as the Sales Team in the service and execution of sold programs. Steward customer service theme for office and assist in reducing annual client churn
Participation in sales presentations and negotiations as well as lead generation, cold calls, and business socials
Perform some administrative duties such as order entry and maintenance, posting, coordination of client entertainment events, creating and sending out general sales tools
Must have excellent computer skills, be proficient in Microsoft Suite, STRATA and Wide Orbit preferred, and possess strong data entry skills
Interest in and general understanding of the sports industry with exposure to both regional and national operations is a plus. Familiar with sales promotion processes and the ability to work with marketing departments on design and implementation

Registered Client Service Representative Resume Examples & Samples

Process account trades at direction of Financial Advisor
Provide compliance and marketing support
Update and construct website and social media marketing
Facilitate speaking engagements for the Wealth Managers

Cib-prime Services Client Service Representative VP-prime Brokerage & Financing Resume Examples & Samples

At least 4 years of experience in Prime Brokerage, with a strong understanding of margin lending, repo and synthetic financing
Ability to cross sell Investor Services Products and deliver client requests within the compliance framework of the organization
Ability to recognize areas for process improvement for both client facing and internal technology and processes

Client Service Representative Resume Examples & Samples

B.A. Degree in Marketing, Television or related subject preferred or equivalent work experience
Must have professional phone manner and excellent attention to detail
Must have strong organizational skills and the ability to prioritize work under pressure
Demonstrated aptitude for working with numbers
Strong interpersonal skills and the ability to work with both internal personnel and external contacts, are essential
Proficiency in Microsoft Word, Excel and Outlook is a must
Some overtime may be required

Digital Client Service Representative Resume Examples & Samples

Assist and Coordinate the development of custom sales solutions for HTS Digital clients
Communicate with complementary internal departments including Sales, Sales Operations, NEO (ad trafficking), Credit and Collections, Research, Creative Partnerships, Operations, Traffic, and Finance
Perform administrative duties such as order entry and maintenance, posting and billing reconciliation via appropriate sales execution tools
Work with internal HTS and third-party reporting systems to offer weekly campaign stewardship to clients
Participate in sales meetings, development of sales presentations, lead generation, cold calls, and business socials
1-2 years’ experience in digital sales administration preferred
Strong verbal and written communication skills are a necessity
Interest in and general understanding of the sports industry
Familiarity with online advertising industry and research tools (Comscore, Nielsen, @plan, Hitbox, Unica, etc.)

Client Service Representative Resume Examples & Samples

Work efficiently and effectively with Bank of America/Merrill Lynch partners to service client requests and resolve complex/high risk client issues
Expand knowledge base through cross-training additional products and services to assist as required by volume and/or staffing needs
Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the client’s request
Problem Solving and Decision Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems
College Degree strongly preferred

Client Service Representative Resume Examples & Samples

Maintain excellent relations between TicketWeb and its clients including telephone and e-mail support to resolve account and technical issues
Provide troubleshooting assistance to clients on system and equipment issues
Available workweek schedule will be Monday - Friday with required rotating evening and weekend call duty
Occasional overtime, evening, and weekend and on-call hours will be required based on client/event support requirements. Some onsite coverage may be required, some requiring travel
Strong attention to detail and math skills a plus
Familiarity with the Internet, multiple browsers, installing software a must
Must be familiar with the live entertainment business and box office operations
Familiarity with the live entertainment and box office operations a plus, but not required
Knowledge of ticketing industry and general practices
Excellent customer service, communication, and consulting skills
Analytical and strategic thinking
Effective interaction with clients and colleagues across all levels of the organization in a professional, service-oriented way, and the ability to clearly articulate the value of Ticketmaster’s products and services

Client Service Representative Resume Examples & Samples

Manage and execute the client segmentation system by maintaining the appointment calendar and scheduling client meetings
Coordinates marketing efforts, which includes client events, advertising, and online marketing
Prepare for all client meetings by pulling relevant information from reports
Copy and track all client and practice materials including business correspondence
Copy and follow-up with home office on related issues
Answer incoming client calls and address general service issues
Confirm client appointments and check-in with clients regarding follow-up on items
Provide white-glove service by greeting clients upon arrival and extending hospitality to them
Act as a resource to assist clients with becoming familiar with and utilizing paperless tools (i.e. ameriprise.com, Total View, e-signature)
Maintain the Incoming Mail and Fund/Check log on a daily basis
Track client occasions (i.e. birthdays) and send out cards and/or gifts as needed
Provide support to planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s) as needed
Associates Degree or higher
Strong organizational and computer skills, specifically Microsoft Word, Excel, PowerPoint, and Outlook
Ability to learn and become proficient in company specific software
Effective communication with clients and team members
Positive attitude and sincere willingness to learn and grow

Client Service Representative Resume Examples & Samples

Operate autonomously with the needs of the company in mind while fulfilling the needs of our customers
Able to prioritize personal work efforts while managing multiple deadlines and service agreements to both internal and external clients
Able to independently analyze and resolve mid to low level accounts receivable questions and issues
Work directly with BLM for billing reconciliation tasks and to resolve credit locks, submit check forms/credit card data for CWO accounts and track credit applications as requested
Responsible for order entry and verification against customer order. Includes use of multiple systems (Adit, ctlink, reports.tribune.com) as well as any other systems needed to fulfill advertising orders or client requests
Review client insertion orders for accuracy, resolve IO discrepancies (i.e. correct rate, correct distribution, correct product) and notify sales rep, planner, or client as needed
Work directly with the advertiser and Creative department to supply timely proof/release of ad creative, Ad Upload for system ready material and client communication. Work within systems provided for material handling
Serve as point person with downstream operational teams (TI, Creative, Preprint Logistics, Prepress, etc.) to resolve issues and communicate findings and possible resolutions
Handle advertiser/agency inquiry calls such as order deadlines, missing material, stock deadlines, advertiser complaints (Adtrack), etc
May assist/support manager on inquiries, request for proposals, insertion orders, placement, etc. or as needed
Cooperate in accomplishing all division goals as directed by office supervisor
Requires a Bachelor’s Degree in Business or Liberal Arts or equivalent related experience in customer service of 4-7 years
Candidate must be highly motivated, organized and have the ability to multi-task in a face-paced environment with a high level of accuracy with little supervision
Requires a high proficiency with standard office technology, including Microsoft products with an emphasis on Excel and Word, and the ability to learn new and proprietary internal systems and processes
Must display effective interpersonal skills to include areas of written and verbal communication, analyzing material and equipment with close attention to detail
Occasional overtime required with Supervisor approval
Type a minimum of 35 wpm

Client Service Representative Resume Examples & Samples

Merrill Lynch Online log-on, passwords reset, navigation and other functionality or trouble shooting
Handle incoming Wealth Management (and ML Edge Tech calls) client calls utilizing professional telephone and problem solving skills
Provide brokerage/banking account information, including but not limited account balances and deposit rates, checking and Visa activity
Support Merrill Lynch Website (MyMerrill) navigation and functionality including but not limited to linking of accounts to MyMerrill and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the MyMerrill web-site and quicken downloads
Explain content, format and activity on monthly and quarterly statement. Assist client with reconciliations of monthly activity and re-order duplicate statement copies
Consistently achieve minimal or beyond expectations for performance metrics and quality standards
Professional Demeanor: Demonstrating patience, composure, and client service attitude
Problem Solving and Decision Making Skills: Use good research and problem solving skills; know where to go to resolve problems

Client Service Representative Resume Examples & Samples

Responsible for all Bespoke Processing which will include REPO processing, Application Forms, UTM dealing, USD Funding, Account Openings/closing, Market Openings, IDM (Passport access) CDR updates, Tax Documentation and Contract Notes
Maintain and monitor all client data and standing instructions on IMAP
Ownership, management and resolution of queries received into the Service Support team
Close liaison with Client Service Reps, Section Manager and CSM as part of the virtual team
Works with Client Service Rep to identify service efficiency enhancements and process improvements
Build and maintain strong relationships with all internal partners
Excellent knowledge of Global Custody services and products
Effective communicator at all levels
Experience of direct client servicing
Proficiency in Microsoft Excel (intermediate)
Ability to work under pressure and meet deadlines
Needs to demonstrate the ability to be a team player
Ability to review and resolve complex issues

Client Service Representative Administrator Resume Examples & Samples

University degree in business administration, finance or equivalent experience
Minimum of three years experience in Financial services industry( Global Custody / Investment Management / Fund Administration / Transfer Agency, or other relevant Financial Services experience( to be adapted by each geography/business segment)
Recognized financial industry qualifications (i.e. – Securities Institute, Canadian Securities course and or IFIC an asset)
Experience in client management roles

Client Service Representative Resume Examples & Samples

Provide sales packages and support to sales staff
Establish client needs and packages content and design through communication with management and account executives
Utilize PowerPoint/Photoshop for the development of Sales Decks/1-Sheets, promoting sales opportunities
Aggregate, analyze and disseminate NSI rating information with regards to local programming as well as competitive marketplace
Augment the sales process to grow revenue
Video Clipping, Image Editing, RSN website support in support of sales efforts
Work with production team to provide added-value elements to clients, and show proof of performance once elements air
Provide proof of performance to sponsorship
Requires some previous office experience
Experience in a related area is preferred
A Bachelor’s degree is a plus
NSI Ratings Knowledge is a plus
Excellent data entry skills, proficient in Microsoft Suite including Word, Excel PowerPoint and Outlook
Photoshop, NSI Ratings and Wide Orbit knowledge is preferred
Strong interpersonal skills with a proven ability to work both as a member of a team as well as individually
Impeccable organizational skills are mandatory
Ability to multitask and perform effectively in a high pressure environment required

Cib-client Service Representative Resume Examples & Samples

Participate in the development of goals and execution of departmental strategies
Provide supervision, management, and coaching to ensure "best in class" levels of service
Identify training opportunities and provide career coaching to ensure employee development and progression
Manage daily resources and coverage levels for Technical Solutions Group agent resources
Manage impacts to employee morale and satisfaction
Act as point person for client escalations to coordinate resolution and further escalate customer issues as needed
Ensure two-way communication flow to employees through dissemination of staff meeting minutes, training, upcoming product changes, event happenings, and departmental policies
Foster partnership and teamwork within other Global Client Access teams, Sales and Service, and Product Management personnel
Identify service quality opportunities and manage participation in service quality initiatives and projects
Develop a robust knowledge of Client Access products, policies and procedures, in order to act as a subject matter expert in supporting agent inquiries
Developing team goals and strategies as well as managing team performance against service level objectives
Take ongoing lead role in supporting the development and maintenance of Policies and Procedures and training in partnership with Employee Readiness and TS Training
Ensure that client satisfaction and confidence in JPMC/CA products and services are at or above departmental goals
Drive escalations to resolution
Prepare and submit data for senior management reporting and performance evaluation
Minimum of five years of customer service management experience
Minimum of 2 years call center management experience
Demonstrate excellent interpersonal and coaching skills
Demonstrate excellent verbal and written communication skills
Work holidays and after-hours as required
Strong knowledge of MS office applications including Word, Excel and Powerpoint
Proven ability to manage staff adherence to functional policies and procedures
Knowledge of cash management business
Knowledge of call center technology
Knowledge of Treasury Services products
Ability to exercise sound judgment and make effective decisions
Ability to prioritize, handle multiple tasks and work under pressure in a team environment
Ability to handle and work with highly sensitive records/information in an appropriate manner by giving appropriate attention to legal risks and operational concerns
Effective analytical approach when solving complex problems/issues
Ability to cope with a continuous accelerated changing environment
Ability to translate complex information into a simple detailed narrative
Ability to translate technical jargon into easier to understand language for clients

Bank Teller / Client Service Representative Resume Examples & Samples

Provides back-up coverage and support for the Front Desk/Administrative Assistant
Participates in completing bank audits
Work in partnership with Client Service Representatives to facilitate money movement from trust/investment accounts
Keeps abreast of laws and regulations that affect compliance issues and personal banking products and services. Understands and applies laws and regulations as they relate to personal banking products and services
Assumes selective administrative assignments. Participates and directs project-oriented tasks when directed by unit manager
3 years of related work experience. Cash handling and client servicing experience required

Client Service Representative Resume Examples & Samples

Adheres to call quality monitoring policy and procedures
Manage right fax , Service Q and Goldmine cases ensuring completion within 48 hours
Provides telephone support and guidance to Strategic and Relationship banks on all P&TC products, services and investigations
Performance monitored on IPCC ensuring key performance indicators are met
Upon request, monitor client investigations caseload to identify trends and provide root cause analysis to improve efficiencies and enhance client experience
Identify service/operational inefficiencies that affect clients and formulate recommendations for value added enhancements to appropriate operational groups
Develop thorough knowledge and understanding of P&TC services, products and associated systems/applications for delivery to Strategic Banks
Assist/participate in Client visits/reviews when required
Consistently adapt to changing business environment using sense of urgency to deliver high level of quality service within the established time frames and manage unresolved issues promptly
Demonstrates spirit of teamwork that will provide the best support to clients and our sales force
Provide support to client service officers on administrative functions and maintenance requests from clients and relationship managers

Credit & Client Service Representative Resume Examples & Samples

Verifies and processes requests for new credit accounts and authorization requests, evaluating and approving sales up to $7,500 using all or part of the following: point score guidelines, credit report analysis, thorough verification, domestic and international Dun and Bradstreet report, public access information and banking analysis
Furnishes and supports the Credit & Client Service Center Supervisor in processing credit and corporate sales
Verifies and processes private label and third party phone orders for merchandise and services
Verify and process Personal, Business, and Cashier’s checks
Processes and maintains client files up to date with accounts and financial data changes
Assist with sales slip/chargeback retrievals
Support for E-commerce & Gold Exchange programs
Performs other assigned tasks as well as special projects and related duties as required
Entry level position. 0 – 2 years experience; the incumbent does not require credit lending experience
Retail background is an asset
Basic knowledge of MS Office
Excellent follow-up skills
Bilingual (French & English, Spoken & Written)

Mobile Client Service Representative Resume Examples & Samples

The succesfull candidate will be also be trained as a cash custodian
Must be available to work all opening hours of at the Albany Shopping Centre Branch
Must be willing to travel to the following other branches: St. Albert, Erin Ridge & Morinville

Client Service Representative Resume Examples & Samples

Assist personal and business clients with their everyday banking needs by completing their banking accurately, respond to client inquiries, and interact with clients throughout the branch to offer assistance and advice
Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of in-branch partners or personally fulfil client solutions at the service counter as appropriate
Manage risks by adhering to compliance routines, processes and controls to protect client and shareholder interests while completing transactions
Proven customer service skills in a financial or services industry, ie. retail, hospitality,
Some experience working in a sales environment would be an asset
Passion and desire to assist clients with their financial services needs and solve problems
Sales oriented with ability to listen and identify sales opportunities
Self motivated to achieve personal goals
Strong interpersonal, communication and negotiation skills
Strong computer skills and comfort in using technology

Client Service Representative Resume Examples & Samples

Manage the group mailbox and allocate to appropriate team member
Scan documents into workflow system
Verify signatures against source documentation
Print and mail letters to investors
Generate statements based on client requests
4 eye check emails with attachments to ensure being sent to correct recipient
Daily reporting on adherence to SLA's
Monitor control reports and investigate breaks
Manage Return to Sender (RTS) emails and letters
Contact adviser's/investor's to notify them of missing documentation for new applications or changes to account details

Client Service Representative, Kawartha Resume Examples & Samples

Proven customer service skills, preferably in the financial or service industry
Drive and self-motivation
Excellent communication skills, emotional intelligence and IT literacy
Personal flexibility to work flex hours, eagerness to learn and determination to succeed
Sales experience (ideal but not essential)

GFS Client Service Representative Resume Examples & Samples

Delivering excellent service and resolution for all Custody related queries from clients and internal contacts
Partnering with the Client Service Manager and the Service Support team as part of the virtual team
Responsibility for timely clearance of Recs/ Overdrafts/Failing Trades/Non Receipts
Resolving issues with complex transactions, where expertise is required to interpret policies, guidelines and/or processes
Identifying service efficiency enhancements, process improvements and service delivery, using creative and proactive measures
Identifying root causes for service breaks and implementing lasting resolutions
Participating in Service Reviews as required
Coordinating and managing Client/Management MIS as required
Building and maintaining strong relationships with all internal partners
Maintaining and monitoring all client data and standing instructions
Monitoring and resolving cash and stock exceptions
Monitoring and manages any credit facility breeches
Spent time within Custody Operations; Settlements, Corporate Actions, Income, Foreign Exchange Operations
Knowledge of Global Custody Market Processes and Core Custody Products
An understanding of the risk associated with the role and associated impact
An understanding of how an Investments Managers Back Office Operates
Client Service Orientated
Effective Prioritisation and Organisation skills
Effective Partnering / Collaborator with others
Risk mitigation
Self Motivated

Senior Client Service Representative Resume Examples & Samples

Point of contact for servicing our clients and interacting with the market and other providers
Ensure the accuracy, timeliness and completeness of Client requests
Accountable for ongoing satisfaction of Clients by ensuring deliverables meet client needs and expectations
Participation in client teams, representing Client Operations
Direct liaison with operational teams to resolve daily operational issues
Provide support to operational processing teams as defined in SLA
Key participant in Operations oversight calls
Support clients with new products analysis and share best practice
Support the establishment an environment of continuous improvement that assesses workflow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality within the client deliverables
Ensure that all customer information is documented, archived and desk top procedures are updated on a regular basis (prospectus, fee agreements…)
Follow up of audit issues as allocated
Active participation in special event management and execution (Client change requests, fund launch, projects, mergers, liquidations, New Class…)
Continuously identify opportunities to enhance our service and value proposition for our clients
Participate in client service and sales opportunities
Supports Sales & Development by providing operational expertise
Ensure Logbook are used effectively for all queries and monitored to ensure all queries are resolved timely
Stay current with external environment that governs and influences the business
Communicate Industry regulations and standards to team and provide training when necessary
Perform identification of investors (apply AML& KYC procedure define by compliance)
Support the application of the Global Dormant account policy for Shareholder services
Create/validate account in SARA application
Follow Issue/ deposit Pledges and nominative certificate
Create and maintain dealers & institutional client’s archives
Support compliance to identify dealers & institutional clients
Maintain dealer database (Sara AML fields); including new creation and updating of existing records
Review SR’s and sign-off for identification before sending to Rights Management for creation
Excellent interpersonal skills and networking abilities with clients and internal
Risk Assessment & quantification methodologies
Issues escalation and resolution
Documentation
Communication management & plans
Workforce Planning
Liaison between stakeholders involved

Senior Client Service Representative, Imlg Resume Examples & Samples

Excellent Global Custody operational knowledge
Knowledge of Northern Trust products and services
Proven Client Service expertise

100

CIB Ops-otc Credit & Rates & FX PB Middle Office Client Service Representative Resume Examples & Samples

End to end owner of the OTC trade and support processes, coordinating all aspects of Operations Service delivery/training to the client
Partner with client to understand business and service needs. Validate client requirements vs service offered and implement support processes in CS
Operations calling program to include service reviews with client and log onto CRM tool (e.g. Salesforce) Onboard new ‘BAU’ services and capabilities for existing relationships / accounts to meet client evolving needs
Confident, driven, self-starter with an ability to work independently
Excellent attention to detail with intent to provide high level of accuracy
Comfortable with technology, workflows and systems
Problem solving ability - can anticipate possible issues and seek to eliminate, mitigate, escalate as appropriate
Excellent project management and organisational skills
Demonstrated ability to prioritise, multi-task and work within tight and changeable timeframe
Ability to work and form relationships with internal and external counterparts
Prior experience in client service roll is essential
Experience in Investor Services (OTC Clearing and Prime Services) is desirable but not essential
Client-facing experience is essential
Credit OTC Clearing knowledge required
Client Service experience

101

Client Service Representative Hrs-post Office Sq Resume Examples & Samples

Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
A minimum of six months experience with cross-selling, up-selling and/or referring products
Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
Ability to sell customers on meeting with a sales associate to learn about products/services
Ability to respond and assist customers with inquiries and/or problem resolution
Ability to work effectively as a team member
Strong communication skills (including verbal and non-verbal) and active listening skills
Careful attention to detail and time management
Proficiency in basic computer skills
Pass pre-employment assessment
Minimum of six months cash handling experience

102

Client Service Representative Intern Resume Examples & Samples

To ensure that all queries remain within agreed SLA’s (speed and quality)
Be responsible for customer financial order approval/releases, by balancing the needs of the customer with the financial realities of their liquidity
To work towards clear team objectives for service standards & quality
To drive Client satisfaction through effective first contact resolution
Liaise with operational departments to resolve customer issues and improve inter-departmental communication
To support the GSO teams in preparation (reports, information, etc) for Client meetings and attend as required
To Collect Data and provide reports regarding performance
To highlight trends and offer pro-active solutions to Client questions
Responsible for maintaining high level of data quality of our systems (customer contact details…etc)
Validate the necessary financials or certifications (e.g tax, retention) from the customers
Accomplish all your responsibilities in line with GE's compliance and integrity requirements
Business School Degree in progress
Microsoft Office proficiency, especially Excel
Demonstrated effective service/support oriented skills
Ability to be pro-active and to think “outside the box”
Excellent proven interpersonal and teamwork skills
Cultural awareness in a diverse and international environment
Thirst for learning
Multilingual preferred

103

Tax-client Service Representative Resume Examples & Samples

Perform and supervise E-filing tax returns and extensions, monitor acceptance, handle rejections; run daily reports in order to ensure that returns are filed on or before the deadline. Develop and implement E-filing procedures and update as needed
Manage tax due date tracking software and run weekly and monthly reports
Maintain workflow database, request log and tax tracking database for proper control of all tax returns
Run tax processing daily billing reports and assistance with billing
Manage engagement letter and statement of work preparation process, including finalization of letters, filing, and tracking status of letters
Provides general support to the tax department including

104

Tax-client Service Representative Resume Examples & Samples

Accounting services, including in-house and on-site bookkeeping and bank reconciliations
Maintenance of client depreciation schedules
Payroll processing and related bookkeeping
Preparing tax returns including , payroll, department of revenue, employment security, and other forms and reports as necessary
Work closely with our tax team to provide support for our day to day services to our clients
Provide timely and high quality service to meet our clients' expectations and perform research projects as necessary
Minimum 2 year experience in accounting, including financial statement preparation, general ledger work, adjusting journal entries, payroll reports, and sales tax

105

Client Service Representative Local Market Group Resume Examples & Samples

To work within our tax team to provide bookkeeping services to multiple clients, including support of day to day operations
To prepare tax returns for corporations, partnerships, payroll taxes, and sales tax
Five years experience in public accounting, including financial statement preparation, general ledger work, adjusting journal entries, depreciation, payroll, and sales tax
Proficient in QuickBooks and other accounting applications
Tax return preparation
Associate or accounting degree
QuickBooks Proadvisor

106

Client Service Representative Opportunities Resume Examples & Samples

Build effective relationships at agencies through on-going communication with various departments i.e. Buying, Traffic, and Accounting
Coordinate with Sales, P&I, and Client Service Management on the maintenance of agency accounts including
Upfront and Scatter order entry
Timely delivery of advertiser schedules/flowcharts
Product/Brand allocations
Discrepancy resolution
EDI maintenance for applicable accounts
Proficient use of WIDE ORBIT and PLAN-IT systems to manage deals
Monitor BOB and unit exception reports to ensure all contracted dollars are booked and all unscheduable units are placed
Work closely with Billing and A/R teams to reconcile and clear invoices in a timely manner, monitor accounts receivable, and issue invoice adjustments
College Degree
PC Savvy: Expertise in PowerPoint, Word and Excel
1-3 years experience in the media industry preferred
Must have superior customer service skills
Must have strong communications skills both verbal and written
Must be able to manage multiple tasks and activities simultaneously

107

Corporate Client Service Representative Resume Examples & Samples

Ideal candidate will have prior (five or more years) experience in Corporate Banking
Thorough knowledge of Corporate banking operation functions, systems, policies and procedures
Ability to manage multiple tasks/projects and deadlines simultaneously

108

Senior Client Service Representative Resume Examples & Samples

Establish role as a leader and senior contact within the team
Provide walk-in support for new and tenured representatives, provide back up for supervisors in their absence, answer senior questions and work through high call volumes
Assist newer CSRs with complex problem analysis including appropriate research and resolution items, as well as escalated issues and ensure that they are handled within the turnaround time
Assist with the professional development of CSRs by acting as a mentor and assisting OJTs with training of new hires when necessary
Acquire a strong working knowledge of the tools necessary to manage the team effectively and act as a product and process knowledge resource to associates on the production floor
Help motivate team members to achieve stated team goals of productivity and quality and encourage commitment and engagement among team members
Assist with managing AWD work queues
Maintain an understanding of the exception process and be able to work with DSCs and CRTs
Serve as Team Lead back up and assists in completing reportorial requirements
Review/Quality Control transactions and processing items as necessary
Act as a Resource for user acceptance training (UAT)
Assist in coordinating team meetings and agendas
Develop effective means of communication with other departments
Act as a point of contact for key customer relationships
Provide coaching to associates for to successfully improve the performance
Coordinate with other departments to determine client/client request eligibility and status
Contribute to corporate development through process design initiatives, participation in various trainings, for and other MBPS processes and activities
Candidate must have at least one year tenure in their current position
Candidate should not have any attendance issues or any disciplinary action
Candidate must meet job expectations and pass all performance metrics in his/her current unit and role
Knowledge of browsers and relevant computer applications (Microsoft Excel, PowerPoint and Word )
Follows simple instructions on how to log in to the phone system, transfer and conference
Excellent written and verbal communication skills. Ability to converse effectively using the English language
Strong customer service skills (ability to build rapport, demonstrate empathy and outline key steps in delivering good customer service)
Ability to compose a grammatically correct, clear and concise paragraph/ essay
Minimum keyboarding skills of at least 30 words per minute. Exhibits good navigation skills
Basic presentation and documentation skills
Candidate must have comprehensive product and systems knowledge
Good understanding of Service Level Agreement
Ability to make an analysis of the programs opportunities and develop an action plan
Can coach and mentor to successfully improve the performance of others
Adept at data collection, summarization and analysis of MBPS’ basic metrics
Prepares well-composed oral and written reports and presentations for management and business unit audiences
Proficiency in relevant system (computer) applications and tools including Verint Ultra Virtualized, IEX for Supervisor and CMS
Successful completion of one week Senior Client Services Representative On Boarding

109

FDS Client Service Representative Resume Examples & Samples

Excellent interpersonal and oral/written communication skills
Organizational and well-developed analytical skills
Bachelor’s Degree Preferred
Complete 3-5 hours of Investing In You Training

110

AIS Client Service Representative Resume Examples & Samples

Maintaining the excellent BNY Mellon AIS Client Service standards and reference ability for small to mid-tier clients in the region
Responsible for client service and/or new business onboarding
Serves as point of contact for Client Services for small to mid-tier clients unless dedicated to a new business onboarding team
Provide world class client service; suggest and follow through on creative solutions to enhance service delivery for the client
Proactively anticipate and control issues that may arise
Liaise with service delivery to resolve daily service delivery issues for assigned clients across all functions
Ensure compliance with internal policy, external control, and client service standard requirements
Ensure that AIS Client Services management and functional teams are aware of any lapses in quality service and that action is taken to fix the problem
Serve as an escalation point and subject matter expert for more junior staff. Escalate significant issues
Ensures adequate procedures and controls are in place for assigned clients and that weaknesses or gaps are minimized
Support Senior Client Service Officers with Tier 1 client responsibilities as required
Assist sales and relationship managers effectively in order to support overall BNY Mellon service
Bachelor s Degree. MBA preferred
4+ years relevant experience in securities servicing, including 2+ years experience in a role requiring regular client interaction with good knowledge of alternative investment products, systems, and regulatory environment
6+ years relevant experience, including 3+ years experience in a role requiring regular client interaction and at least 3 years experience with BNY Mellon alternative investment products, systems, and the regulatory environment preferred
Good problem-solving, verbal and written communications skills
Demonstrate a strong customer focus, and handle conflict

111

Senior Client Service Representative Resume Examples & Samples

Manage all customer requests for service promptly and professionally
Lead the Continual Process Improvement process with the customer, including recommendations for service upgrades- Proactively monitor SITA customer services, identify improvement and risk areas and own the various service improvement plans
Comply with SGS Service Management standards, ITIL processes and practices as defined in the Customer Governance, including: - Actively use the intranet CSM Knowledge Base to share key customer documents as required -Provide service reports to customers and line management - Proactively seek improvements and innovations in the services delivered by SITA - Seek feedback from the customer, agree and own the customer(s) Continual Service Improvement Plans (CSIPs) - Lead Operation Review Board, Service Performance Review, or any other service related customer meeting in line with contractual obligations and SGS standards - Hold regular service reviews with service providers, where required, to review the quality of services delivered in support of the assigned contracts and ensure that any Service Improvement Plans (SIPs) required are defined and implemented
Escalate operational issues as required and act as the operational point of contact for Customers, Users, Service Providers and line management
Review the monthly CSM revenue and ensure that all CSM related services are correctly billed
Contribute to the growth of both SM and OOB revenue of additional services
Support SGS territory management about SM revenue management
Support SGS territory management during bid support
To develop a close working relationship with SITA's account director[s]/manager[s] and to actively contribute with Sales in identifying and winning new customer business opportunities or contract renewals
To contribute for profitably managing organic revenue growth of the contracted services with our customers
To provide support to line management and bid teams in developing customer proposals by identifying any local factors that may impact the operational model and/or associated internal and external costs
To contribute to the evaluation of solutions, resources and costs of dedicated or bundled service management proposals when requested by management
3 years or more experience in a related role, delivering IT services to internal or external customers
2 years or more management experience in a customer facing environment, ideally working independently
2 years or more experience in Airline/Air Transport industry
Experience of working in a matrix management environment is desirable, ideally multi-cultural
Experience of working successfully in a process-oriented environment
Experience of continuous service improvement methods is desirable
Organizational knowledge and sensitivity
Basic product knowledge of key SITA Communication Products (scope depending on services to be supported by customer contract assignments)
Service Management process knowledge (ITIL Service Support and Service Delivery)
Bachelor's degree in IT, Telecom or Business, or equivalent
SITA Service Management Certification Level 2 (=ITIL Foundations)
ITIL Service Management Certification as per SGS standards Depending on the solution scope of each customer assignment, specific certifications and in-house education is required. Specific to CIS
SITA CIS Education program
Other SITA CIS certifications as per SGS policy (when available) Desktop/EUC
SITA EUC certifications as per SGS policy (when available) Specific to PSL
SITA PSL certifications as per SGS policy (when available) Specific to GSL
SITA GSL certifications as per SGS policy (when available) Specific to ASL
SITA ASL certifications as per SGS policy (when available)

112

Senior Client Service Representative Resume Examples & Samples

Drive SITA internal teams and SITA service providers/suppliers and other key stakeholders to work together to meet the contractual SLA and any operational performance objectives agreed with customer
Act as the first level major incident escalation point for the assigned customer
Proactively monitor SITA customer services, identify issue symptoms and customer business impacts; ensure communication to support teams during incidents
Comply with SGS Service Management standards, ITIL processes and practices as defined in the Customer Governance, including
Provide service and operational reports to customers and line management
Proactively identify improvements and innovations in the services delivered by SITA; seek feedback from the customer, agree and own the customer(s) Continual Service Improvement Plans (CSIPs) and assigned actions
Actively participate in Service Performance Review, or lead any other service related customer meeting in line with contractual obligations and SGS standards
Hold regular service reviews with service providers, to review the quality of services delivered in support of the assigned contracts and track that any Service Improvement Plans (SIPs) required are defined and implemented
Actively use the SITA intranet to share key customer documents as required
Drive the Continual Process Improvement process with the customer, including recommendations for service upgrades
Commercial responsibilities for assigned customers
4 years or more networking experience in an operational function in a complex environment
Understanding of network operations environment at Layer 2 and Layer 3, and understanding of major routing and communications protocols
Experienced in a customer facing role; comfortable in dealing with different people (customers, internal working partners, service providers, peers & management)
Willingness to try on challenges (can-do attitude) and work out his/her own way in sometimes unfamiliar environment
Ability to build relationships with working partners, peers, service providers, customers and management effectively to deliver business results
Ability to manage work under pressure (e.g. during major incidents)
English and Cantonese spoken language capability
Advantageous
ITIL service management
Process improvement (e.g. Six Sigma)
Airline/Air Transport / Logistics industry
Time management & prioritization skills highly desirable
Cisco technical qualification (CCNA/CCNP) is preferred

113

Wealth Mgt Client Service Representative Resume Examples & Samples

Statement/Fees
Account Maintenance
Online
Associate must consistently demonstrate excellent verbal and written skills and exhibit a strong commitment to the client experience and service ownership via observable call management behaviors
Routine business account servicing includes; visa spending limit adjustment processing, card activations, PIN setups, stop payment processing, account maintenance and inquiry
Support Merrill Lynch Online (MLOL) navigation and functionality including but not limited to linking of accounts to MLOL and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the MLOL web-site and quicken downloads

114

Cib-client Service Representative Resume Examples & Samples

Responsible for the full client experience with respect to the use and support of treasury web products, including JPMorgan ACCESS, in a Technical Support Help Desk role
Provide professional, courteous, and client focused technical and procedural telephone support to clients for web and PC based treasury/cash management products and services
Consult with internal and external clients in multiple lines of businesses
Provide overviews and detailed walk through on various TS products
Provide technical problem resolution support, trouble shooting and software/hardware recommendations
Document client technical support information, including client configuration changes, troubleshooting information, problem resolutions, sensitivity issues, and security concerns, for all client interactions
Forward relevant information to relationship areas, product management and team management, as required
Maintain high levels of expertise in web and networking technologies. Provide feedback on product software performance and operational efficiency in the customer environment. Develop specialized skills around the product line and the related technologies and businesses
Ensure prompt follow through on all client interactions to ensure complete resolution
Ensure adherence to all departmental Quality Criteria, Policies and Procedures and Performance standards
Maintain high level of proficiency in TS products and technical applications
Skills & Experience -- include specifics regarding academic/ professional qualifications (e.g. degree, university, results), # yrs total and # yrs relevant work experience, relevant employers, relevant experience (nature of work/ job functions)
2 years customer service experience in a call center environment
Basic technical proficiency in Windows LAN/PC environments and systems, and in web- and browser-based applications and technologies
Flexibility to support adjustments to work schedule
Ability to quickly adapt and learn new products and technologies
Ability to work in a fast paced performance driven environment

115

Client Service Representative With German & English Resume Examples & Samples

German language - fluent (B2-C1)
English language - fluent (B2)
Communication: Speaks and writes clearly and expresses self effectively in German and English
Organizational Awareness: Understands processes and regulations. Utilizes approved policies and procedures,
IT: Is familiar with current technology. Demonstrates computer skills including e-mail, MS Office (especially Excel),

116

Client Service Representative, Workforce Now Resume Examples & Samples

Acts as a trusted advisor and consultant to clients on all modules of ADP's Payroll, Time and Attendance and HR solution; investigates and professionally troubleshoots software application issues while simultaneously navigating through the on-line application
Uncovers client needs, sources the cause of the issue through the use of effective probing techniques, and provides resolutions ensuring a Stellar Service client experiences
Ensures proper, timely follow-up on assigned cases to ensure service level agreements meet ADP standards and that the client experience is seamless, Participates in ADP client retention efforts, including helping to identify clients-at-risk
Creates accurate, reliable, and complete case activity updates suitable for maintaining an accurate knowledge base. Identifies, recommends, or refers any issues or opportunities which arise from client queries, to the appropriate internal ADP Business Unit
Gains a broad understanding of Workforce Now including the many complex features and configuration options
Continually upgrades knowledge and skill base through a wide variety of available resources to ensure familiarity, on appropriate statutory laws, or legislative rulings that impact clients; learns future products and new tools as they are deployed. Completes new hire and ongoing training programs as designed
Learns, understands, maintains and contributes to internal support processes. Proactively seek ways to provide a better service experience for clients, recommending enhancements to products and support processes
Practical experience with Payroll and HR software applications, software configuration and client systems
Basic understanding of payroll processing workflow from input to delivery of the payroll. Completion of Payroll Fundamentals, and Payroll Compliance Legislation as well as sound knowledge of Best Payroll Practices an asset
Working knowledge of ADP's Paytech mainframe
Practical knowledge and/or understanding of Human Resources/Talent Management/HR Management Systems an asset
Proficiency in English and French an asset (verbal and written)
Technically savvy with the ability to systematically instruct clients on the use of ADP products and systems. Proficient with MS Office (Word, Excel, PowerPoint & Outlook)
Balances multiple client commitments against new requests in a fast paced, dynamic, environment
Ability to work independently as well as in a team environment while demonstrating resourcefulness in the use of available tools and support resources
Active listening skills and high impact oral and written communications skills to effectively receive, interpret and disseminate information in a manner that is clear and concise
Professional and polished telephone manner
Strong numeric skills. Demonstrated analytical ability and judgement; able to see and solve problems holistically, sometimes with limited information
Extensive customer service experience with proven skills in conflict resolution
Working knowledge of ADP’s Paytech mainframe
Ability to work independently as well as in a team environment while demonstrating resourcefulness in the use of available tools and support resource

117

Client Service Representative With German Resume Examples & Samples

Cooperates with team members
Accountability: Holds self-accountable to requirements and expectations. Takes full responsibility for results
Professionalism: Acts openly and honestly with a professional and mature manner

118

Client Service Representative With French Resume Examples & Samples

Gathers relevant information and inputs the evidence
Ensures and oversees that referral information/issue is
French language – fluent (C1)
Communication: Speaks and writes clearly and expresses
IT:Is familiar with current technology. Demonstrates
Professionalism:Acts openly and honestly with a

119

Tax Client Service Representative Resume Examples & Samples

Maintenance of client depreciation schedules utilizing BNA and tax preparation software
Minimum 1 year experience in accounting, including financial statement preparation, general ledger work, adjusting journal entries, payroll reports, and sales tax preferred
Associates degree in Accounting or equivalent work experience
Tax return preparation is a plus

120

Wealth Management Client Service Representative Resume Examples & Samples

Trade Activity/Quote
Web Bill Pay/Quicken
Key metrics to evaluate performance include quality monitoring, client satisfaction, handle time, adherence, quality monitoring and call tracking
Handle incoming Wealth Management client calls utilizing professional telephone and problem solving skills
Support Merrill Lynch Online (MLOL) navigation and functionality including but not limited to linking of accounts to MLOL and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the MLOL web-site and quicken download
Previous experience in a client-facing role
Ability to work with multiple applications simultaneously and troubleshoot client issues
Detail-oriented and highly adaptable to change while receiving regular feedback
1-2 years’ experience in a client focused service role

121

Tax Client Service Representative Resume Examples & Samples

Minimum 2 - 4 years Quickbooks and bookkeeping experience
Ability to review client's balance sheet, income statement and general ledger to determine if any adjustments need to be made and the knowledge to make these adjustment
Possess the accounting skills to book complex adjusting journal entries Possess the accounting skills to roll forward retained earnings/capital
Ability to read, interpret and reconcile brokerage statements and make appropriate adjustments to the financial statements
Ability to book entries related to investments in partnerships Payroll, bank reconciliations and bill paying
A proven record of building profitable, sustainable client relationships (meet clients as needed)
Ability to manage with budgetary and time constraints while providing a high-level of client satisfaction
Bachelor's degree a plus

122

Senior Client Service Representative Resume Examples & Samples

Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to the processing of wires and fund transfers, bill payments, cash movements, gift processing, client database maintenance, preparing required documentation for opening and closing accounts, meeting preparation, and researching a multitude of client issues
Addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management guidelines and procedures, promptly escalating issues and/or concerns to management
Identifies service efficiency enhancements, process improvements, and facilitates service delivery using creative and proactive measures
3-5 years of experience in client servicing, preferably in a trust, investment or banking environment
Knowledge of trust and banking operations and accounting systems usually acquired through related experience necessary to administer complex accounts
General business knowledge and familiarity with finance and accounting usually acquired through coursework
Analytical, problem solving, and organizational skills are required to identify and resolve account issues
Strong ability to create and foster strong relationships with others
High attention to details with a strong compliance record in prior position (s)

123

RDS Client Service Representative Resume Examples & Samples

Describe product features and provide “how to” support
Perform account maintenance functions on the client's retirement accounts
Research & resolve client inquiries

124

Client Service Representative With English Resume Examples & Samples

Gathers relevant information and inputs the evidence required IT system,
Ensures and oversees that referral information/issue is appropriately forwarded to a relevant service/person,
English language - fluent (C1)
Communication : Speaks and writes clearly and expresses self effectively in English
Collaboration: Collaborates with a team to ensure our clients receive excellent service
Expresses positive attitudes. Accomplishes team goals
Customer Focus: Quickly and effectively solves customer problems. Develops trust and credibility with the customer
Professionalism: Acts openly and honestly with a professional and mature manner Job Category: Client Service

125

Tax-client Service Representative Resume Examples & Samples

Accounting services, including in-house bookkeeping, Quickbooks consulting, bank reconciliations
Preparation of compiled financial statements
Preparing tax returns including individual, corporate, payroll, department of revenue, employment security, and labor & industries
Work closely with our tax team to provide support for our day to day services to our clients. Provide timely and high quality service to meet our clients' expectations and perform research projects as necessary
Five years experience in accounting, including financial statement preparation, general ledger work, adjusting journal entries, payroll reports, sales tax
Proficient in Quickbooks and other accounting applications
Must be able to work independently, both in the office and at client locations
Quickbooks Proadvisor a plus
Accounting degree a plus

126

Associate, Client Service Representative Resume Examples & Samples

Research and respond in a timely manner to highly complex or large-size clients regarding their needs and interests
Understand and assist the client with proxy meeting and market complexities (e.g. SEC regulations, NYSE)
Provide timely and accurate updates to clients regarding all inquiries and issues including active updates to projects
Coordinate client meetings and business reviews on and off site to build stronger business relationships
Coordinate new client conversions and existing client testing
Engage clients and assist them through the suite of electronic products the department supports
Monitor the effectiveness of systems, policies and procedures and make appropriate recommendations to ensure daily operations are efficient
Use experience to support the developmental needs of fellow associates
Appropriately communicate and advance external client concern in a fashion avoiding unnecessary personal and client anxiety
Minimum of 3 years' experience in a client service and/or sales related role
Deep understanding of MS Office suite of products
Detail oriented ability to multi-task, and excellent time management and follow-up skills

127

Associate Client Service Representative Resume Examples & Samples

Receive inbound calls and tickets from employees with the goal of resolving the enquiry/issue on the first contact
Effectively utilize SAP and internal ADP systems and tools to document, troubleshoot and resolve enquiries/issues
Monitor & track issues for updates to ensure effective issue resolution
Act promptly and effectively within prescribed service levels to ensure World Class Service delivery
Manage the customer relationship by effectively identifying sensitive employee concerns and escalating when necessary
Provide follow-up on issues in an effective and time sensitive manner
Must be able to work a shift sometime between the hours of 8:30 am - 8:00 pm
English written and oral fluency
Effective communication skills, both written and verbal with superior telephone technique skills
Required to be available to work US/Canadian holidays
Minimum 1 year experience in a Contact Centre environment (customer service/investigation/troubleshooting position)
Proven ability to multi-task, probe, analyze and problem-solve issues
Extensive customer service experience with proven skills with conflict resolution
Excellent systems navigation skills in a complex multi-program environment
Contact Centre hours are between 8:30am-8:00pm

128

Senior Client Service Representative Resume Examples & Samples

Support day to day team activities as it relates to client servicing
Address client inquiries with timely and accurate responses
Liaise with functional support areas to communicate processing requests and\or issue resolution
Assist management on ad hoc reporting and project needs

129

Client Service Representative, Consulting Resume Examples & Samples

Review of client insurance contracts, amendments SBC’s and other documents, to ensure compliance and appropriate documentation
Collect data and documents, review and complete compliance and renewal checklists for assigned clients
Interpret plan documents to answer client questions
Manage the enrollment portal process (if applicable), meet quality and timing objectives, and effectively communicate resolution of issues
Participate in benefits administration client conference calls (if applicable)
Work directly with Communications Specialist to develop newsletters/guides and/or highlights brochures, benefit summaries, and enrollment presentations, create other client materials as needed
Review and revise benefit materials, communicating benefit updates and changes to clients and their employees
Keep all aspects of CRM (Client Relationship Management system) and Trion Issues Management System (TIMS) up-to-date
Create and maintain paper and online files for all clients
Coordinate special projects, including, dependent eligibility audits, claim audits and benefits statements
Coordinate and support needs generated by the Compliance Department such as, but not limited to, review form 5500 data requests
Coordinate non-discrimination testing with the Compliance Department
Work directly with carriers to resolve disputed claim and eligibility issues for clients and their participants
Manage the issue resolution process, meet quality and timing objectives and effectively communicate resolution issues
Manage and track stop loss claim reimbursements
Answer and respond to in-bound phone calls from participants; make return calls resulting from voice-mail; respond in writing to participant email requests and resolve other participant-level issues as needed
Generate and distribute Medicate Part D participant notices to clients
Coordinate with Client to ensure Federal Benefit Plan Notices are communicated to employees
Prepare the benchmarking analysis for assigned clients based on parameters provided by the Account Manager
Analyze impact of new federal and state regulations on clients’ benefits plans and provide guidance to clients
Draft renewal and strategy documents and assist in presenting to clients
Make decisions concerning open enrollment timing, procedures and documentation
Coordinate and conduct open enrollment meetings
Manage all activities required to properly implement and service new business
Manage vendor relations and activities during plan changes and for ongoing service
Manage and prioritize work requests
Maintain a client open items log/agenda
Bachelor’s Degree, preferably within Risk Management, Insurance, Human Resources or general Business
Prior internship or a minimum of 1 year of experience in a benefits brokerage, consulting, or insurance industry is preferred
Effective analytical, math and problem solving skills, sound judgment, strong decision making ability, confidence to make difficult decisions and excellent communication skills
Must be organized, detail oriented and able to translate big picture ideas into client objectives
Active Life and Health License preferred, if not licensed must obtain license within first 90 days of employment
Demonstrated ability to provide superior customer service and maintain positive relationships with client contacts
Strong organizational, analytical skills and strong attention to detail
Effective decision making and problem solving abilities
Solid interpersonal, verbal and written communication skills
Strong negotiation and persuasion skills
Ability to exercise sound judgment and possess confidence to make difficult decisions
Ability to translate big picture ideas into client objectives
Ability to prioritize projects and meet deadlines
Ability to work well independently and as a team member
Ability to multitask and successfully operate in a fast-paced work environment
Ability to follow through on and successfully execute tasks while adhering to specified quality standards
Must be able to effectively interact and deal with people at all levels inside and outside of the Company
Aptitude for learning internal systems, applications and internal work flow of the department
Must be proficient with the MS Office suite (Word, Excel and PowerPoint)
Ability to travel to client meetings at various local and regional locations

130

Lead Client Service Representative Resume Examples & Samples

Work with Client's regions Marketing Administrators in the field
Help set up new campaigns within DXX which can involve either ordering on behalf of Regional Manager (RM) as dictated by the Marketing staff or RM's ordering direct in the system themselves
Work with Business Analysts on lists, outside printer, RM's, and Marketing to secure sign off for production and managing timelines
Support hours 8am ET to 7pm ET, M -- F (Rotational basis 8:00am-5:00pm, 9:00am-6:00pm, 10:00am-7:00pm)
Proficiency in both the Client Support and Associate Client Support roles; provide additional training and coaching to staff members, and be primary point of contact for Allstate and escalations
Expert on technology workflow for Regional Marketing Manager (RMM) campaigns
Coordinate with the Strategic Consultant (SC) to execute new requests
Work with internal resources and any third party vendor needed to complete campaigns
Report back to the open ticket or directly with the SCs on any communication needed from the RMMs
Proofing, workflow questions, etc
Marketing campaign knowledge
Will work with RMM's and listen, understand business use case, timing and consult on best practices
Obtain deep understanding of project in order to enter tickets and hand-off to the Product Managers
Involved during the work flow process for all communication through approval and request launch
As Client Service Rep becomes more familiar with the RMM's and programs you will also work with RMM's for planning and ideas on possible future programs and campaigns
Excellent written communication skills
Knowledge of Excel, Word and comfort working in a digital environment

131

P/T Client Service Representative Resume Examples & Samples

High School Diploma/GED or equivalent
Proven decision making skills to choose the most appropriate course of action
The ability to integrate new information into problem solving
Presenting and explaining fees, including processing payments
Managing medical records, charts, reports and correspondence

132

Client Service Representative / File Clerk Resume Examples & Samples

At least one year of proven past experience helping customers
Excellent listening and communication skills
The ability to integrate new information into problem-solving
Willingness to work non-traditional hours, including nights, weekends and holidays
The ability to lift up to 40 lbs. and be exposed to hazards associated with pets such as allergies, contagious diseases, noises, odors, bites, scratches, and animal waste
Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms
Scheduling and confirming appointments
Placing outbound calls for follow-ups and reaching out to prospective clients

133

Senior Client Service Representative Resume Examples & Samples

Be the main contact for plan sponsors and financial advisors related to daily administration of retirement plans
Ensure e-mails on member questions from the Customer Care Centre are responded as per the service standards
Manage with accuracy a high volume of complex administration transactions
Ensure service standards are respected under limited direction
Respond to complex and/or escalated requests by using judgment within defined practices and procedures
Responsible for maintaining daily and monthly control review and managing the team shared email inbox
Ensure that all written requests and/or written complaints are analyzed, handled and resolved
Ensure corrections are performed on member accounts when applicable
Participate in the annual audit activities
Provide guidance and assist in the development of junior employees
Participate in various team projects and provide input to improve our service and/or efficiency
Input data into our Global Administrative system
Be informed of all legislative and Internal Quality Process System (QPS) procedure changes

134

Senior Client Service Representative Contract Maternity Cover Resume Examples & Samples

Day to day operational account coverage of the prime client base
Offering Single point of contact for a dedicated set of clients to be provided by team manager
Ensuring relationships are maintained with the dedicated client base and all internal stakeholders
Product Coverage

135

Tax-client Service Representative Resume Examples & Samples

Accounting services, including in-house bookkeeping and bank reconciliations
Weekly payroll processing and bookkeeping
Preparing tax returns including individual, property tax, payroll, department of revenue, employment security, and labor & industries
Provide timely and high quality service to meet our clients’ expectations and perform research projects as necessary

136

Senior Client Service Representative Resume Examples & Samples

Lead the Continual Process Improvement process with the customer, including recommendations for service upgrades
Proactively monitor SITA customer services, identify improvement and risk areas and own the various service improvement plans
Actively use the intranet CSM Knowledge Base to share key customer documents as required
Provide service reports to customers and line management
Proactively seek improvements and innovations in the services delivered by SITA
Seek feedback from the customer, agree and own customers' Continual Service Improvement Plans (CSIPs)
Lead Operation Review Board, Service Performance Review, or any other service related customer meeting in line with contractual obligations and SGS standards
Contribute to the growth of both SM and OOB revenue of additional services by network orders from the Service Review Meetings
To develop a close working relationship with SITA's account director (s)/manager(s) and to actively contribute with Sales in identifying and winning new customer business opportunities or contract renewals
2 years or more experience in a related role, delivering IT services to internal or external customers
1 year or more experience in a customer facing environment. Working independently
Experience in Airline / Air Transport industry is desirable
Experience of working in a multi-cultural environment is desirable
Experience of working in a process-oriented environment
Knowledge and understanding of IT, network and communications protocols
Service Management process knowledge (ITIL Service Support & Service Operations)
Ability to build relationships with peer and management levels both with clients, vendors and the company management
ITIL Service Management Certification as per SGS standards
Depending on the solution scope of each customer assignment, specific certifications and in-house education is required

137

Futures & Options & OTC Clearing Client Service Representative Resume Examples & Samples

Must be well versed in client execution and clearing, for both futures and derivatives products on global markets
Strong communicator and leader, as the function demands frequent interaction with business partners as well as clients
Ability to work in a fast paced environment and effectively multitask
Ability to act without immediate supervision and have the ability to take ownership of tasks/processes
Ability to evaluate the risk elements of such a client facing role and ensure tasks are carried out in a controlled fashion
Previous experience with GMI, as well as other systems associated with cleared futures and derivatives
Proficient in Microsoft Excel, Word and PowerPoint
In-depth knowledge of the listed derivatives market, specifically futures, options and OTC cleared products
Knowledge of industry rules and regulations, as well as common street wide business practices
Experience working in a global environment with outsourced partners

138

Client Service Representative Prime Brokerage Resume Examples & Samples

Be the main point of contact for client/administrator operational queries
Trade handling across equity and fixed income PB, including trade capture, trade kick-outs, broker mapping and connectivity issue resolution with clients/administrators
Management of client settlement activity, liaising with settlements and clients to resolve any issues
Management of client cash activity, authorisations, reporting and query resolution
Review client cash balances / portfolios for operational and risk issues
Liaise with Citi execution desk on booking issues
Documentation and publication of MIS where required
Completion of all daily processes and controls including ad-hoc tasks that may be assigned
Client service experience essential
Understanding of life-cycle of trade processing for significant product type (Equity / Fixed Income / Derivatives). Includes trade capture, settlements and reconciliations for the Equity and Fixed Income Prime Brokerage area
Understanding of settlement principles and practices
Building positive working relationships and working with team members to understand the root cause of an issue in a timely and effective manner
GCE “A” Level standard or equivalent
Good numeric skills
Industry exams e.g. IAQ module exams or equiv

139

Client Service Representative Referral Lab-afternoon Shift Resume Examples & Samples

Location/Facility – Baylor Scott & White Clinic-Temple
Specialty/Department/Practice –Referral Lab
Shift/Schedule – Full-Time/ Afternoon Shift/ 2pm- 10:30pm
Benefits –Our competitive benefits package includes*
A minimum of 1 year experience required

140

Client Service Representative, Workforce Now Resume Examples & Samples

Uncovers client needs, sources the cause of the issue through the use of effective probing techniques, and provides resolutions ensuring a Stellar Service client experience
Creates accurate, reliable, and complete case activity updates suitable for maintaining an accurate knowledge base. Identifies, recommends, or refers any issues or opportunities which arise from client queries, to the appropriate internal ADP Buisness Unit
Continually upgrades knowledge and skill base through a wide variety of available resources to ensure familiarity, on appropriate statutory laws, or legislative rulings that impact clients; learns future products and new tools as they are deployed
Completes new hire and ongoing training programs as designed. Learns, understands, maintains and contributes to internal support processes. Proactively seek ways to provide a better service experience for clients, recommending enhancements to products and support processes

141

UK Client Service Representative Resume Examples & Samples

Own and drive process improvement and team results
Demonstrate ability to coach staff
Ability to communicate in various formats with seniors and peers (good news, results, issues)
Demonstrate influencing and negotiating skills
Show ability to develop and leverage network
Continually improve the client experience
Interact with contacts within corporate clients via telephone, fax and e-mail
Respond to client enquiries either with immediate answers (quick-kills) or through tracking the enquiry via internal systems
Proactively monitor clients trading activity through the effective use of all systems available to them
Take proactive responsibility for the resolution of clients enquiries within the published standards
Analyse root-cause of recurring issues through regular review of metrics, and assist in developing programmes for service enhancements arising from these figures
Coach others on how to delegate, manage workflow etc
Consistently look to assist Section Manager with their workload
Represent the department on Client Visits
A proven track record of no less than 4 years experience within Financial Services / Banking
Experience within Securities Operations would be ideal but is not essential
Lean knowledge an advantage
Excel, Word, Outlook
Must demonstrate a proven track work record
Must possess strong interpersonal and communication skills
Ability to research and resolve large and complex issues
Relevant 3rd level experience

142

Senior Client Service Representative Resume Examples & Samples

ITIL Service Management Certification as per SGS standards Depending on the solution scope of each customer assignment, specific certifications and in-house education is required. Specific to CIS - SITA CIS Education program
Good knowledge and exposure on Cisco, CCNA, CCNP Certifications. With good experience on Technical side
Other SITA CIS (Communication and infrastructure solutions) certifications as per SGS policy (when available) Desktop/EUC
SITA EUC (End user computing) (Desktop) certifications as per SGS policy (when available) Specific to PSL
SITA PSL (Passenger solution line) certifications as per SGS policy (when available) Specific to GSL
SITA GSL (Government solution line) certifications as per SGS policy (when available) Specific to ASL
SITA ASL (Airport solution line) certifications as per SGS policy (when available)
2 years or more experience in Airline/Air Transport/ IT/Telecom industry
Knowledge and understanding of LAN protocols
Ability to support and troubleshoot Ethernet networks
Understanding of WAN infrastructure and data communications technologies such as DSL, ISDN, Leased lines, IP VPN, Frame Relay, ATM
Knowledge of ITIL, and service management, practices and procedures
Ability to support Cisco LAN/WAN Equipment
Knowledge and understanding of VSAT required for some regions

143

Senior Client Service Representative Resume Examples & Samples

Under minimal supervision, independently review, research, and respond (via phone or e-mail) to unique and non-routine inbound calls, emails, and internet inquiries for clients that require deviation from standard screens, scripts, and procedures
Conduct extensive research by reviewing all available internal Mercer resources and external client knowledge to answers inquiries and resolves problems
Review and assess client needs. Responsible for outbound call campaigns to qualified external clients to suggest, promote, and sell alternative Information Production Solutions global products and services and enters or confirms sales into tracking systems
Independently respond to software training questions from external clients and provide training to clients to assist in understanding analysis
Provide guidance to junior customer service representatives on how to respond to client inquiries by sharing extensive knowledge and experience and suggesting responses to resolution of client issues
Adapt to Oracle based systems to process client and product order information
Convert active leads into sales and solicit participation for compensation and benefit surveys
Bachelor's degree is preferred but not required; Associates degree with 5 years of experience is acceptable
A minimum of three years customer service experience in a call center required
Excellent organizational, time management, verbal, written, interpersonal and business communication skills
Good problem solving and judgment capabilities with strong initiative
Experience with Oracle Database a plus/preferred

144

Client Service Representative With Spanish Resume Examples & Samples

Spanish language – Advanced (B2)
English language – Advanced (B2)
Organizational Awareness: Understands processes and regulations. Utilizes approved policies and procedures

145

Senior Client Service Representative Resume Examples & Samples

Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools
3-5 years Banker and Teller Services Experience
Knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience is preferred in order to assist relationship management teams in processing clients servicing needs

146

Assistant Client Service Representative Resume Examples & Samples

Provide ITIL-compliant service management to assigned customers
Manage any Service Level Agreements (SLA's) for assigned customers and ensure that all contracted/agreed service levels are met for each element of the services delivered
Participate in the Continual Process Improvement process with the customer, including recommendations for service upgrades
Comply with ITIL processes and practices
Provide service reports to customers and line management - Proactively seek improvements and innovations in the services delivered by SITA
Participate in Operation Review Board, Service Performance Review, or any other service related customer meeting in line with contractual obligations
Hold regular service reviews with service providers, where required, to review the quality of services delivered in support of the assigned contracts and ensure that any Service Improvement Plans (SIPs) required are defined and implemented
Escalate operational issues as required
Support territory management about Service Management revenue management
Support territory management during bid support
To develop a close working with internal stakeholders in identifying and winning new customer business opportunities or contract renewals
1 year or more management experience in a customer facing environment. Working independently desirable
Experience of continuous service improvement methods
Service Management process knowledge (ITIL Service Support & Service Delivery)
Knowledge and understanding of IT, network and communication protocols
Ability to analyze, draw conclusions, and create recommendations to solve customers' moderately complex problems
Ability to build relationships with peer and management levels both with clients and the company management
Ability to work under pressure (e.g. during crisis) and multi-task
Bachelor's degree in Engineering, Computer Science, Management Information Systems; IT, or equivalent
SITA Service Management Certification (ITIL Foundation) preferred

147

Lead Client Service Representative Resume Examples & Samples

Excellent knowledge of client service and communication center operations
Strong client relations and interpersonal skills
Intermediate to expert computer skills
Strong supervisory skills
Self-starter and team player
Strong client service background
Ability to lift up to 40 pounds
2 years of supervisory experience in customer service and/or veterinary field
Responsible for the day-to-day client service areas of the front office and internally with departmental relations. This includes interviewing, training, coaching, developing, mentoring and disciplinary action as appropriate
Direct on-the-job training to develop employee skill sets, advise employees of performance requirements with the standards of client service for the organization
Assist Hospital Manager with day to day operations
Resolve informal client complaints, maintain and report on these issues to the hospital manager
Responsible for the efficient day-to-day running of the front office to include enforcement of policies, procedures and protocols
Identify and provide recommendations for potential problems, non-routine situations, work flow processes, and client service needs to the hospital manager
Make decisions on behalf of the department utilizing good judgment, which demonstrates the best interest of the hospital and the clients
Coach employees and direct reports
Assist in the development and delivery of employee evaluations for the front desk with hospital manager
Assist in the development, implementation and maintenance of reporting tools and queries needed to manage the business
Handle communication of financial information to clients and doctors
Act as a liaison between front office and other department supervisors

148

Client Service Representative Keystone Resume Examples & Samples

High school diploma or equivalent is required; college degree is preferred
1 + years’ of experience working in customer service; commercial lines insurance for a carrier or broker is preferred
Prior knowledge of commercial insurance industry preferred
Excellent communication and time management skills to effectively service customers
Must be a self-starter and have the ability to multi-task, be detailed and meet deadlines

149

Trading & Client Service Representative Resume Examples & Samples

Directly responsible for placing trades for customers over the telephone using desktop trading products
Work with margin accounts and review buying power as well as maintenance levels
Proven experience in desktop trading tools

150

T Client Service Representative Resume Examples & Samples

Compassion for pets and people—as well as awareness and understanding of others’ reactions
Recommending, selecting, and obtaining products and services, including prescriptions
Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control)
Hospital maintenance (including removal of animal waste) and ensuring that facility is neat and clean at all times—both inside and outside

151

Audit Client Service Representative Resume Examples & Samples

Minimum ten years general ledger and current audit experience
A Bachelors degree in Accounting or related field
A proven record of simultaneously managing multiple projects and engagement teams for various clients
Attention to detail and organization is crucial

152

Sales Planner / Client Service Representative Resume Examples & Samples

Provides sales packages and support to sales staff - through communication with management and account executives, this position establishes client needs and packages the content
Utilizing PowerPoint/Photoshop, develops sales decks/1-sheets promoting sales opportunities
Aggregates, analyzes and disseminates NSI rating information with regards to our local programming as well as competitive marketplace
Augments the sales process to grow revenue
Supports sales efforts performing various tasks as needed - (video clipping, image editing, website support etc...)
Works with production team to provide added-value elements to clients and show proof of performance once elements air
Provide proof of performance to sponsorship
This position requires some previous office experience - sales support experience highly preferred
Experience in a related area is preferred
A Bachelor’s degree is a plus
Nielsen Station Index (NSI) Ratings knowledge is a plus
Great verbal and written communication skills are necessary
Excellent data entry skills,proficient in Microsoft Suite including Word, Excel PowerPoint and Outlook
Photoshop, NSI Ratings and Wide Orbit knowledge is preferred
Strong interpersonal skills with a proven ability to work both as a member of a team as well as individually
Impeccable organizational skills are mandatory - the ability to multitask and perform effectively in a high pressure environment is also required

153

Senior Client Service Representative, Custody Resume Examples & Samples

Field and respond to client inquiries and escalated issues and serve as the point person for senior level client contacts
Coordinate and follow up on client meetings and deliverables
Exhibit a sound understanding of BBH products and services
Serve as a key point of contact for external clients with regard to daily servicing inquiries
Develop key internal relationships to proactively aid in the resolution of client issues
Complete monthly client reporting requirements
Assist in maintaining and reporting on client service related metrics
Participate in team based project work and audits
Monitor receipt of all client documentation (tax, KYC, account information, authorized signers, etc.) and analyze exposure of missing documentation to BBH/client
Ensure proper escalation and follow through on claims payments and invoice collection

154

Senior Client Service Representative Resume Examples & Samples

Client Servicing and Inquiry Response
Proactively respond to client inquiries on a daily basis
Work effectively with internal departments to prioritize client requests, deliverables and issue resolution
Oversee the accuracy of accounting records of commingled asset portfolios
Complete non straight through processing items requiring research and/or client contact, ensuring transactions are processed correctly
Analyze the processing of security and cash transactions for quality and escalate discrepancies based upon predetermined tolerances
Perform review and reconciliation of daily transactions, ensuring accurate calculation of Net Asset Value
Ensure daily, accurate, and timely valuation of all assets within assigned portfolios
Prepare and reconcile monthly accounting proof packages
Participate in projects including the coordination of audits and risk reviews
Assist senior team members in the preparation and implementation of client conversions
Introduce and familiarize clients with new technology, automation tools and products

155

Lead Client Service Representative Resume Examples & Samples

Bachelors Degree
Minimum 8 years’ experience in fund accounting or global custody in financial services industry
Prior experience in auditing is a plus
Experience handling Hong Kong domiciled funds is a must
Mandarin language skill is preferred

156

Non-registered Client Service Representative Resume Examples & Samples

Answer telephones and screens calls for financial advisors
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries
Prepares letters, forms and spreadsheets to assist with servicing existing clients and prospecting for new clients
Maintains databases and creates reports using portfolio software programs
Assists financial advisors with marketing efforts including seminars, etc
Trains other service associates when needed
Supervises other support staff when needed under direction of supervisor
Cross-trains on other operational functions and performs back-up in these areas as needed
Must project an excellent customer service attitude
Good interpersonal skills to deal with clients, financial advisors and other staff
Strong written and verbal communication skills sufficient to deal with financial advisors, clients and other staff
Professional and pleasant appearance and demeanor to work with clients
Ability to work under pressure and meet daily deadlines
Good organizational skills to be able to prioritize tasks
Good analytical skills to be able to research account information
Mathematical abilities sufficient to process account and transaction information
Ability to operate general office equipment (copier, fax, etc.)
Computer skills adequate for creating/maintaining databases and the ability to learn various software packages
At least 5 years securities industry or related work experience preferred

157

Senior Client Service Representative Resume Examples & Samples

Build Service Excellence
Understanding and technical knowledge of the various Broadridge Investment Management Solutions ("BIMS") functions
Working knowledge of BIMS applications (or Third Party platforms such as OMS/PMS, reference Data products, Market Data Products and reporting solutions) to be able to understand, troubleshoot, and maneuver through the application so that the problem can either be corrected or explained to the proper department for resolution
Understanding of financial markets, trading and risk management
Knowledge of wealth/asset management industry
Ability to test both front-end and back-end components independently
Experience testing in a multi-tiered application environment, diagnosing and resolving complex test environment configuration issues
Ability to adapt to changing needs in a dynamic environment
Ability to work with other Broadridge departments on a variety of issues
Organized and pays close attention to detail
Ability to think creatively and test in an exploratory manner
1 to 5 years of experience in client services
Prior experience or knowledge of OMS/PMS systems, Reference data, and Portfolio Accounting Systems including Sungard VPM
Financial services software application experience preferred
Computing or Finance degree
Proficient in any following technologies: C#,VB, SQL, Shell scripts

158

Client Service Representative, Trust Resume Examples & Samples

Process a multitude of daily account maintenance activities including initiating transactions to transfer cash via wire, ACH and/or internal transfers between accounts; process discretionary payments per terms of the trust; set up and maintain recurring payments and profiles for transferring cash and bill payments; confirm check status, process stop payments, and print/mail remittances; review incoming wire activity; open new trust and investment accounts; process distributions and closing accounts; and reconcile asset transfers after distribution
Prepare and complete business related forms and tasks, as needed, including preparing letters of direction; set up fees and monitor monthly; process gifting requests; research cost basis; retrieve required minimum distribution report and prepare client letters; retrieve tax registers/letters; set up statements and submit additional funding requests
Develops a strong knowledge of the various business applications critical to client and account servicing, including client’s on-line tools
Where appropriate, strives to identify service efficiency and delivery enhancements, as well as process improvements
Keeps abreast of new or existing Northern Trust and Wealth Management products, services and compliance requirements
Minimum of 1-2 years experience in client servicing is ideal
A College or University degree is preferred
Ability to work in time-critical environment

159

Tax-client Service Representative Resume Examples & Samples

Minimum ten years general ledger
Attention to detail and organization is crucial
Well versed in the lifestyle and culture of France

160

Technical Client Service Representative Resume Examples & Samples

Act as the primary interface to the assigned customer(s) dealing with all customer service matters and escalations. Actively manage any customer major incidents or potential major incidents, contribute in technical troubleshooting, ensuring that SITA always meets the agreed service commitments
Proactively identify and analyze trends, anticipate customer technical evolution, make recommendations and resolve complex technical issues and changes
Provide change management technical validation; contribute to the customer operation configuration design & review (preparation, configuration and acceptance testing; perform design and configuration appraisal & audit); provide technical implementation advice and support to Delivery as needed
Manage any Service Level Agreements (SLA's) for assigned customer, by driving the coordination of activities across SITA's Business Units and SITA's service providers, to ensure that issues adversely affecting the delivery of service or affecting customer satisfaction are dealt with speedily and effectively
Proactively monitor SITA customer services, seek improvement and innovations in the services delivered by SITA, identify risk areas & mitigation plans; own the Continual Service Improvement Plans (CSIPs), including recommendations for service upgrades
Ensure preventive actions such as annual MCS failover testing is carried out
Comply with SITA Service Management standards, ITIL processes and practices as defined in the Customer Governance, including
3-5 years of experience managing or supporting complex global network environment
2 years or more experience in global enterprise environment
2 years or more experience in a customer-facing role
In-depth understanding of network operations, and advanced level of knowledge of Cisco Routing and Switching
Strong client service management skills, with superior communications, analytical and problem solving skills
Experience in NPM (Network Performance Monitoring) and APM (Application Performance Monitoring)
Good knowledge on configuration and management of Cisco (routers, switches, ASA, CUCM, etc) and Riverbed products (SteelHead, SteelCentral, etc)
Solid understanding of IPVPN based on MPLS, in-depth knowledge of routing protocols, i.e. BGP, EIGRP, OSPF, RIP, ISIS, etc
Understanding and experience with switching protocols (e.g. STP, PVST+, RSTP, MST, VRRP, HSRP, GLBP) and voice solutions (e.g. Cisco IPT, MS Lync)
Ability to analyze, draw conclusions and propose recommendations to resolve customer’s moderately complex problems
ITIL service operations and service delivery knowledge
Ability to build relationships with peer and management levels both with clients and within SITA
Ability to troubleshoot complex multi-vendor environment VPNs
Cisco CCNP qualification or CCNP equivalent experience. Ideally, CCIE
Riverbed RCSP (WAN optimization, APM, etc) qualification or RCSP equivalent experience
ITIL Service Management (Foundation) is advantageous

161

Markets FX Prime Brokerage Client Service Representative VP Resume Examples & Samples

Respond to client queries and act as a single point of contact for customers
Ensure Middle Office is servicing clients correctly and accurately. Stepping in when needed
Act as a mentor to junior members (middle office)
Monitor client and counterparty trade activity against available credit and product limits. Responding in a quick and accurate manner to reduce risks
Be customer focused and responsive to ensure a high level of client satisfaction (best in-class), building and maintaining relationships, looking for new growth opportunities
Be a part of ongoing customer reviews
Be an expert in PB transaction process flow. Look to improve existing flows
Partake in client solutions, be that from new sales or existing business
Administer appropriate levels of extended credit via all potential channels
Support the billing process by ensuring Citi is paid in good time
Understand fully how Citi’s margin platforms work as to competently handle client queries
Understand client and business reporting
Be part of any new sales pitches, as required
Be able to understand and explain changes in market regulatory landscape
Work effectively with other functional areas within and outside of FX
Execute FX transactions with traders on behalf of Prime Brokerage customers
Cover unexpected events by demonstrating flexibility to core working hours
Prior FX and/or FX Prime Brokerage work experience
Knowledge of the Traiana / Harmony / Netlink applications
Understanding of high frequency trading, broker/dealers and hedge fund operations, credit and margin
Comprehensive understanding of Regulations
Mature and ability to work independently and under pressure
To identify areas of potential risk
Think outside of the expected role requirements to add value
Educated to degree level preferred
Customer focused attention to detail and accuracy

162

Temporary Client Service Representative Resume Examples & Samples

Maintains, updates, and orders courseware materials
Prepares individual pilot training materials in a welcome packet prior to arrival
Prepares completed/graduation certificates for assigned customers, obtains required signatures and ensures the documents are mailed to FAA and customer in a timely manner
Maintains record keeping and filing systems; classifies, sorts and files correspondence, training records and other documents
Assists in updating and maintaining customer database in Salesforce
Handles customer check in process. Includes creating security badges and identification verification and copies for files
Creates invoices and collects payment. Prepares and delivers customer sales orders in INFOR and records payment transactions
Makes customer hotel, transportation, and car rental reservations
Emails course confirmations with invoicing to customers
Receives and screens visitors and telephone calls, routes to appropriate individual across training center locations or takes messages
Ensures customers, visitors and employees are handled in a professional and courteous manner
Provides information and assistance whenever possible
Performs miscellaneous office tasks. Makes copies, orders supplies, snacks, and office equipment to maintain inventory
Ensures that all customer amenities are fully stocked at all times
Performs general maintenance of the facility to include light housekeeping
Assists instructors, managers, employees and customers with general needs or tasks
3 years of general office/customer service experience
Must have knowledge of commonly used concepts, practices and procedures within an office environment
Must have excellent written and verbal English communication skills
Must be professional, reliable and friendly and have excellent customer service skills
Must have the ability to follow instructions
Must have excellent organizational and time‐management skills
Ability to self‐initiate and work within deadlines. Must be flexible and able to adapt to changing priorities
Strong knowledge of Microsoft Office suite
Experience with Salesforce preferred

163

Senior Client Service Representative, Custody Resume Examples & Samples

To act as the primary point of contact for all custody related queries from the Investment Manager
Responsible for maintaining and enhancing service provided to the Investment Manager
Ownership, management and resolution of all Investment Manager queries
Awareness of transition activity linked to the Investment Manager
Identifies and manages resolution of service delivery root causes
Initiates frequent, proactive communication with the Investment Manager daily contacts to verify perceived levels of satisfaction and demonstrate proactive service
Participates in Service Reviews as required
Maintain and monitor all client data and standing instructions
Monitoring and resolution of cash and stock exceptions
Ensure day to day funding requirements are in line with client standing instructions
Acts as an authorisation point within the team for foreign exchange and cash payment transactions
Resolves all ASL situations in a timely manner
Ensure compliance with all NT risk policies and adherence to ‘Best Practice’ documents
Coordinates / manages sub-account openings as directed by the Investment Manager
A College or University degree and Global Custody operational knowledge with proven Client Service expertise is required
Excellent oral and written communication skills are required
Ability to facilitate discussions and reach decisions
Technically sound in area of expertise with broader knowledge of other business areas
Ability to work under pressure to achieve the multiple daily deadlines for client deliverables, with a mature approach
Strong written and oral communication skills essential to the role

164

Temporary Client Service Representative Resume Examples & Samples

Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture
Effectively respond to internal and external client inquiries via phone and written correspondence within required timelines
Document all verbal and written communication in appropriate systems and locations
Manage deadlines and work within allotted timeframes
Educate clients in document compliance processes and procedures
Adhere to strict audit procedures to ensure confidentiality of client information
Proactively manage client’s inquiries by monitoring and resolving issues and requests
Demonstrate the ability to recognize sales opportunities and communicate these opportunities to the DCS Manager and/or Ascensus Sales Representatives
Resolve all issues relating to client inquiries by working with necessary Ascensus staff and continuously following up on status until resolution is communicated to the client
Demonstrate the ability to identify, review and analyze discrepancies and questionable procedures within the unit and division by proposing written and verbal resolutions
Make outgoing client calls to obtain missing information or to obtain clarification of client’s intent
Develop and expand qualified plan knowledge by attending Ascensus document training, reading Ascensus manuals and publications, and other items as directed
Two year degree or equivalent work experience. Bachelor’s degree in Business, Finance or related field preferred
Customer service and account management experience required
Experience with PCs and MS Office software applications
Detail oriented with strong organizational and time management skills required
Ability to handle multiple priorities and meet deadlines in a fast paced environment
Ability to communicate effectively, verbally and written, to all levels within Ascensus
Ability to work extended hours as required in order to meet business needs

165

Area Client Service Representative Resume Examples & Samples

Completes release of information requests including retrieving patient’s medical chart and returning chart, scanning medical record accurately and correctly and transmitting daily, according to requests, established procedures, and established standards of quality and productivity
Date stamps all requests and highlights pertinent data to facilitate processing
Validates requests and authorizations for release of medical information according to established procedures
Performs quality checks on all work to assure accuracy of the release, confidentiality, and proper invoicing
Maintain equipment in excellent operating condition (inside and out) and troubleshoot equipment issues with assistance from the Help Desk department
Provides excellent customer service by being attentive and respectful; insures understanding of customer request and follows-through as promised; and being proactive in identifying client concerns, or problems
May receive incoming requests including opening mail, assisting walk-ins and telephone inquiries, and retrieving facsimile inquiries, depending on the needs to the client
Maintains a neat, clean, and professional personal appearance and observes the dress code established
Maintains a clean and orderly work area, insures that records and files are properly stored before leaving area, insures adequate supplies to meet customer requests
Maintains working knowledge of the existing state laws and fee structure
Complete and send in SWAR weekly activity reports at the end of each payroll cutoff
Notify Manager if unable to adhere to daily schedule
Works within scope of position and direction; willingly accepts assignments and is available to take on additional facilities or help out during backlogs
Carries out responsibilities in accordance with Company and client/site policies and procedures, including HIPAA, state/federal regulations related to operations, and labor regulations
Maintains confidentiality, security and standards of ethics with all Company and medical records information including during transport, storage and disposal
Work with privileged information in a conscientious manner while releasing medical records in an efficient, effective, and accurate manner
Performs other tasks as assigned including but not limited to the requirement to work at facilities in close proximity to your principal place of business as directed by the Manager when business needs dictate
A High School Diploma or GED is required
Must be able to communicate effectively in the English language
Prior experience in a medical office or medical records department
Must have strong computer software experience – general working knowledge of Microsoft Word and Excel required
Must be willing to travel to various client sites throughout the day
Excellent organizational skills a must
Must be able to type 50 wpm
Must be able to use fax, copier, microfilm machine
Must be willing to learn new equipment and processes quickly
Must be self-motivated, a team player
Must have proven customer satisfaction skills

166

Senior Client Service Representative Resume Examples & Samples

Exercises sound judgment and critical thinking skills in the execution of job duties and knows when to ask for guidance and/or share information with supervisor and/or manager for uncommon ROI requests. 
Works with Supervisor to develop guidelines and best practices that increase efficiency and productivity. 
Assists with the training of Client Service Representatives throughout the region and provides coverage in the event of backlogs, illness, vacation, or leave of absence. 
Serves as knowledge resource for Client Service Representatives. 
Completes release of information requests including retrieving patient’s medical charts and returning charts, copying/scanning medical records accurately and correctly, according to requests, established procedures, and established standards of quality and productivity; and electronically transmits medical record to processing operations. 
Reviews the accuracy of scanned documents and ensures documents reflect the details specified by the requestor. 
Assists with QIs, and QAs as directed by Supervisor and/or Manager. 
Performs quality checks on all work to assure accuracy of the release, confidentiality, and proper invoicing. 
Validates requests and authorizations for release of medical information according to established procedures and HIPAA guidelines. 
Maintain equipment in excellent operating condition (inside and out) and troubleshoot equipment issues with assistance from the Help Desk department. 
Remains abreast of processes and procedures for installing applicable Company operational software. 
Demonstrates proficient knowledge of esmartlog, smartlink, rep on line and other work tools and software. 
Generates reports from e-smartlog, rep on line and other tools and software as directed by Supervisor and/or Manager. 
Submits weekly reports as directed by Manager. 
Maintains working knowledge of the current state laws regarding fee structure, and HIPAA regulations as well as facility policies and procedures in regards to release of information. 
Ability to maintain regular attendance and punctuality as scheduled. Notifies Supervisor and/or Manager if unable to adhere to daily schedule. Page 2 of 3 11/6/15 
Demonstrates helpful and effective telephone etiquette and customer service skills by providing appropriate information to callers. 
Provides excellent customer service by being attentive and respectful; insures understanding of customer request and follows-through as promised; and being proactive in identifying member concerns, or problems. 
Maintains a neat, clean, and professional personal appearance and observes the dress code established. 
Maintains a clean and orderly work area, insures that records and files are properly stored before leaving area, insures adequate supplies to meet customer requests. 
Adheres to all Company time and attendance policies or applicable law covering meal breaks and rest periods. Records all accurate work hours in The Company’s designated time keeping system daily and adheres to The Company’s overtime policy and procedures for requesting time off or change in schedule. 
Performs responsibilities in accordance with The Company and member facilities policies and procedures and state and federal labor regulations and works to minimize confidentiality breaches. 
Complete and send in SS weekly activity reports at the end of each payroll cutoff. 
Works within scope of position and direction; willingly accepts assignments and is available to take on additional facilities or assist during backlogs. 
Maintains confidentiality, security and standards of ethics with all Company and medical records information including during transport, storage and disposal. Will not remove medical records information from member site unless written authorization is provided by the facility’s HIM Director, Company Supervisor or Manager or Vice President of Operations. 
Attends and participates in required educational training sessions and staff meetings as scheduled and assigned. 
Ability to adapt to change and respond to difficult and challenging situations in a professional manner. 
Accepts new assignments willingly to meet business needs. 
Communicates with Manager on an on-going basis, providing information and data as requested including member’s changing needs and requests
Promptly reports to Manager any customer service concerns and/or any potential HIPAA violations whether actual or perceived. 
Informs Manager of site or work difficulties, special project requests from facility, and fluctuating volume in daily workload. 
Ability to work with minimum supervision, organize workload and prioritize work tasks to meet production goals. 
Ability to recognize emergency situations within context of job duties and communicate potential issues to Supervisor and/or Manager. 
Maintains knowledge of safety procedures to ensuring a safe work environment and reports safety concerns to Supervisor or Manager. 
Maintains a current and valid driver’s license and insures personal automobile insurance is in force and will be maintained, in at least the amounts required by state law, on any automobile or transportation that is used in connection with Company duties. 
Checks Company and other assigned email and communication systems such as REP Online and member assigned email on a daily basis. Utilizes assigned tools within established guidelines. Performs other tasks as assigned including but not limited to the requirement to work at facilities as directed by Manager when business needs dictate. 
May be required to oversee site operations in the absence of the Site Coordinator. 
Adheres to The Company’s Code of Conduct and business standards
High School Diploma (GED) required Page 3 of 3 11/6/15 
A minimum of an Associates’ Degree in healthcare related discipline desired and may substitute for the experience requirement. 
Knowledge, experience and/or training in accurate data entry, office equipment and procedures required. 
Must have at least 2 years of experience preferably with release of information, medical records, or other related experience in a healthcare environment. 
Proven customer service experience and/or training. 
Ability to effectively use computer software and technology as required by the member facility including Microsoft Word and Excel 
Ability to understand and become knowledgeable of Release of Information standards, policies & procedures and HIPAA regulations and to complete work in compliance of these and other standards. 
Ability to read and comprehend simple, healthcare terminology 
Effective verbal and written communication skills. 
Effective organizational skills a must 
Ability to use fax, copier, microfilm machine, and multiline phone system and other required work tools 
Ability to learn new equipment and required processes in a fast paced environment 
Must be willing to travel to multiple sites based on the needs of the region
Ability to work professionally, effectively, and efficiently in a team environment with customers, management and co-workers. 
Must be able to multi-task effectively

167

Cib-client Service Representative Resume Examples & Samples

Interfaces with clients and various departments in multiple lines of businesses
Analyzes inquiries in order to determine appropriate resolution
Forward relevant information to relationship areas, product management, and team management as required
Develop specialized skills around the product line and the related technologies and businesses
Manage time efficiently to meet production and adherence goals as outlined in the department scorecard
Handle phone interactions by retaining thorough knowledge of policies and procedures and all systems in order to assist the client
Escalates when necessary
Equivalent education/work experience
Time Management
Effective problem solving and analytical skills
MS Office skills
Ability to follow guidelines
General knowledge of cash management business/money movement
Strong customer service skills with call center experience

168

Senior Client Service Representative Resume Examples & Samples

Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to the processing of cashier’s checks, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues
Daily review client/partner communication channels (such as eRM via the worklist and team shared mailbox via Outlook) to help manage the workflow by assigning request to partners for review and handling
Addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to Management
Strives to identify service efficiency and delivery enhancements, as well as process improvements, and periodically participating in business unit initiatives related to process, technology, and system enhancements when directed by Management
Knowledge of bank products and processes is required
Technical aptitude for navigating systems and applications using a Windows based PC is required
Strong analytical, organizational, and multi-tasking skills are necessary
Excellent interpersonal, verbal and written skills are a must
The environment is fast-paced and requires attention to detail related to policies and procedures
Members of the team must have the ability to work individually and collaboratively. Also, must be flexible to adapt to rapidly changing business conditions
Familiarity with Microsoft Outlook, eRM, Metavante Insight/ Account Origination, Northern Image, Xact, E-Signature/DocuSign and KYC Actimize is preferred
Minimum of 2 years in banking operations and client servicing capacity is required

169

Associate Client Service Representative Resume Examples & Samples

Demonstrated skill working in a team environment with various personality types to get the work done. Ability to relate well, build consensus and show respect and consideration for others
Maintain professional appearance and adhere to the dress code
Bachelor's Degree or equivalent education and experience preferred
Demonstrable literacy in using application software such as Windows, Outlook, Excel, and Word
Strong communication, analytical skills and organizational skills; thorough and attentive to details; able to prioritize and multitask, and recognize the importance of deadlines

170

Consulting Client Service Representative Resume Examples & Samples

Assertive, collaborative, team player
Solid Excel skills (create tables, use formulas, pivot tables)
Professional presentation and communication skills
Processes and records accounts receivable, accounts payable, fixed asset, payroll, and / or inventory transactions, as applicable, in an accurate and timely manner
Prepares and records journal entries, accruals, and other adjustments required to close the month in an accurate and timely manner
Understands reserves, valuation allowances, and estimates. Prepares analyses and supporting calculations of related adjustments
Understands the purpose of reconciliations. Prepares bank reconciliations and general ledger account reconciliations
Understands the structure of a general ledger chart of accounts
Update client records and make suggestions for process improvements
A minimum of a Bachelor's in accounting or finance is required (understands comprehension of authoritative standards and guidance and applicability to accounting, consulting, compilation and financial statement preparation services)
Excellent written and oral communication skills are a must (proactively communicates status, issues, conflicts, and priorities up, down and across the engagement team)
Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.)
Experience with automated accounting systems (i.e. Netsuite, BlackLine, Intacct, Bill.com, Tallie)
Ability to adapt to change effectively

171

Tax-client Service Representative Resume Examples & Samples

Performing various bookkeeping, related account balance reconciliations and consulting services for assigned clients using independent judgment and technical knowledge
Working simultaneously on numerous engagements in various industries
Preparing payroll, payroll taxes on monthly and quarterly basis, sales tax, property tax, etc
Maintaining depreciation schedules, preparing monthly financial statements
Conducting research and prepare analysis of data, reports and presentations, as required
In depth accounting knowledge and understanding of financial data and reporting
Experience with preparation of individual and corporate tax returns for closely-held businesses a plus
Strong knowledge of Microsoft Office, QuickBooks required and other accounting programs a plus
Minimum of 3 years experience required

172

Senior Client Service Representative Resume Examples & Samples

Receives incoming requests for information and responds to requests by opening mail, assisting walk-ins and telephone inquiries, and retrieving facsimile inquiries in a timely manner. 
Date stamps all requests and highlights pertinent data to facilitate processing. 
Maintains equipment in excellent operating condition (inside and out) and troubleshoot equipment issues with assistance from the Help Desk department.  Provides excellent customer service by being attentive, respectful and professional at all times; insures understanding of customer request and follows-through as promised; being proactive in identifying and addressing member concerns, or problems. 
Maintains a neat, clean, and professional personal appearance and observes the dress code established by the Company or the member facility. 
Maintains a clean and orderly work area, insures that records and files are properly stored before leaving area, and insures adequate supplies to meet customer requests. 
Ability to maintain regular attendance and punctuality as scheduled. Notifies Manager, Operations and/or Supervisor if unable to adhere to daily schedule.  Adheres to all Company time and attendance policies or applicable law covering meal breaks and rest periods. Records all accurate work hours in the Company’s designated time keeping system daily and adheres to the Company’s overtime policy and procedures for requesting time off or change in schedule. 
Works within scope of position and direction; willingly accepts assignments and is available to take on additional member facilities and assist with ROI backlogs
Performs responsibilities in accordance with the Company’s and member facilities policies and procedures and state and federal labor regulations and works to minimize confidentiality breaches. 
Maintains confidentiality, information security and ethical behavior when handling all Company and medical records information during transport, storage and disposal. Will not remove medical records information from member site unless written authorization is provided by the facility’s HIM Director, Company Manager and/or Supervisor and Vice President of Operations. 
Ability to adapt to change and respond to difficult and challenging situations in a professional manner.  A
Ccepts new assignments willingly to meet business needs. 
Communicates with Manager on an on-going basis, providing information and data as requested including member’s changing needs and requests. 
Ability to accurately and efficiently utilize a computer for data input, retrieval of data and all other tasks associated with release of information services and time reporting. 
Ability to recognize emergency situations within context of job duties and communicate potential issues to Supervisor and/or Manager, Operations.  Maintains knowledge of safety procedures to ensuring a safe work environment and reports safety concerns to Supervisor and/or Manager, Operations 
Maintains a current and valid driver’s license and insures personal automobile insurance is in force and will be maintained, in at least the amounts required by state law, on any automobile or transportation that is use in connection with Company duties. 
Checks the Company’s and other assigned email and communication systems such as REP Online and member assigned email on a daily basis. Utilizes assigned tools within established guidelines. Performs other tasks as assigned including but not limited to working at facilities within 50 miles of principal site as business needs arise. 
Adheres to the Company’s Code of Conduct and business standards
A High School Diploma or GED is required. 
Must be able to communicate effectively in the English language. 
Must be 18 years of age or older 
Administrative experience in an office setting; previous release of information, medical records, or other related experience in a healthcare environment is preferred. 
Ability to use fax, copier, microfilm machine, and multiline phone system and other required work tools

173

Senior Client Service Representative Resume Examples & Samples

Bachelor’s Degree or equivalent experience in Business, Accounting or Finance is desired
Minimum three years of financial services experience in middle and/or back office operations. Experience in investment management is highly desired
Ability to resolve queries arising in daily work, maintaining accountability and escalating issues appropriately
Able to work under general supervision; refers to policies and practices for guidance
Able to start work within short notice

174

OPS Client Service Representative Resume Examples & Samples

Good communication skills, both verbally (telephone and person-to-person); as well as good literacy skills (ability to read and compose grammatically correct sentences) are critical to the success of this position
Ability to deal with the public in a tactful and courteous manner
Ability to plan, organize and coordinate
Ability to perform basic arithmetic calculations involving money
Knowledge of medical terminology, veterinary medicine, medical records, and billing systems
Ability to make timely decisions
Ability to work within a team and perform with minimum supervision
Ability to multitask as well as ability to set and change priorities in a fast-paced, high-pressure environment while maintaining a positive attitude
Ability to work accurately with attention to detail
Ability to handle frequent interruptions and adapt to changes in workload and work schedule
Ability to set priorities and solve problems
Ability to work multi-line phone system

175

Senior Client Service Representative Resume Examples & Samples

Provide extensive outreach in an effort to retain Customers including contacting low and/or no usage Clients, expired Clients, and following up on reorders
When requested, maintain Client retention records and prepare and process summary reports to track success rates, progress, and areas of improvement
Provide excellent customer service and provide long-term servicing to Clients according to individual needs and requirements
When requested, receive incoming and place outgoing calls to Clients to obtain required information by Operations Division and to resolve any issues and concerns.Phone communication up to 90% of time
When requested, receive and respond to inbound inquiries from internal and external customers
Diffuse escalated calls, negotiate, and create solutions for resolution
Act as a liaison between the client/firm and TSI departments to help ensure that goals are met
Identify client needs to provide solutions
Maintain daily contact with assigned clients/firms to ensure appropriate information is provided for the specific needs of each client
Responsible for handling and responding to daily client/firm requests, inquiries, and problems via telephone, email, fax, mail and in-person
Generate fees and up-sell wherever possible
Maintain productivity goals and metrics
Produce reports as requested by client/firm by assisting in the creation of the reports
Serve as a backup to Client Service Reps. as necessary
Knowledge, understanding, and compliance with all applicable Federal, State, and Local laws and regulations relating to job duties
Follow up in a timely manner to ensure customer satisfaction
High School Diploma or General Educational Development (GED) certificate or equivalent relevant work experience desired
1 years of previous customer service experience required.2 years of previous customer service experience preferred
Proficient personal computer skills, including Microsoft Office
Excellent interpersonal, written, and oral communication skills

176

Senior Client Service Representative Resume Examples & Samples

Monitor the customer billing activities and ensure that all related services are correctly invoiced and collected. Escalate to both internal and external stakeholders when billing disruptions occur
Microsoft Reporting Services: COTS Microsoft Reporting Services (SSRS)
Basic understanding of SQL Database Administration
Basic product knowledge of key SITA Products (scope depending on services to be supported by customer contract assignments)
Flexibility and willingness to travel

177

Prime Brokerage Client Service Representative Resume Examples & Samples

Identify and resolve trade discrepancies on a same day basis using Reuters, email, and telephone with counterparty brokers and clients
Ensure proper flow of trades from trade capture to settlement, and escalation of any issues in trade flow to appropriate contacts
Assistance with new client setup and smooth go-live to client onboarding, familiarity with account opening, legal, and credit procedures, as well as client off boarding, including account closures and novations
Ensure client trades are within the legally agreed upon products, credit limits, tenors, etc. which includes monitoring and escalation of breaches through various tools
Help improve process flows and increase operational efficiency – ability to identify and implement changes to existing processes
Managing client requests for new trading relationships and increasing credit limits
Agree intraday positions with the clients on an as-needed basis
Managing billing process, monitoring of monthly invoice collection, and assistance with dispute resolution as needed
Resolve control reporting breaks ensuring global controls are being accounted for or escalated to management
Assist respective downstream departments to resolve collateral management or cash settlement issues
Understand association with numerous internal departments and coordinate solutions for issues with clients – Investigations / FX Cash & Options / Interbank / Controls / E-commerce / Collateral Management / Legal / Business Management / PB IT / Credit
Ad-Hoc projects in conjunction with other global Operations/FXPB Business groups stakeholders
Ensure that clients meet certain operational expectations focusing on priority clients to build and enhance relationships on a strategic level
Strong IT skills Preferred in Excel, Access, RMS, Reuters, Traiana (vendor program), and internal Web-based systems on a daily basis
FX cash and derivative product knowledge (helpful, not required)
Knowledge of the FX cash and derivative confirmation and settlement process (helpful, not required)
Ability to work comfortably with both Operational Management and the Front Office personnel
Strong interpersonal and collaborative skills
Ability to identify and prioritize multiple tasks that have potential operational risk and PnL impact in an often high-pressure environment
Must feel comfortable speaking directly to clients
Dedication to servicing a demanding set of stakeholders and clients

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