Client Services Representative Resume Samples

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R Schamberger

Rickie

Schamberger

3579 Boehm Drive

New York

+1 (555) 793 8216

3579 Boehm Drive

New York

Phone

p +1 (555) 793 8216

Experience Experience

Houston, TX

Client Services Representative

Houston, TX

Klein, Ullrich and Thiel

Houston, TX

Client Services Representative

Create user accounts for new clients in the Media Management FileMaker database and provide setup/submission guidance
Use provided information to create scope of work sections for inclusion in Letters of Payment Authorization (LOPAs)
Provide backup assistance for the Account Manager
Use provided information to create scope of work sections for inclusion in contract
Assist Account Manager in providing technical advice and to resolve problems
Create a connection and develop rapport with customers to provide outstanding, personalized service
Work with the team to improve account management process

Dallas, TX

Operations Clearing Operations Clearing Client Services Representative

Dallas, TX

Aufderhar, Johnston and Ledner

Dallas, TX

Operations Clearing Operations Clearing Client Services Representative

Creativity & Innovation - Looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value
Provide clients with a primary point of contact for a wide range of operational issues and account management queries
Assisting clients with collateral & account reconciliations
Used to working under tight deadlines
Enjoys working in a very fast paced and dynamic environment
Build, maintain and enhance client relationships with new and existing clients
Drive and Motivation - Successfully handles multiple tasks, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks

present

New York, NY

Associate Client Services Representative

New York, NY

Mueller-Corwin

present

New York, NY

Associate Client Services Representative

present

Assists the CSRs in daily check-ins with client population to review past work and take orders for upcoming work
Meets quality performance standards and works within established time frames
Partners with the CSRs to create work orders and then closely monitor the production and delivery of the work ordered
Strong technical working knowledge and fluency in film, video and data-centric workflows
Assist program management in preparing metrics for clients and internal personnel
Receives work orders and direction from clients through calls and physical visits
Partners with FSR with the DDSS marketing efforts to reach and showcase the filmmakers. Such as, but not limited to creating and editing stories for the DDSS web site and social media outlets, as well as coordinating efforts for others within DDSS to participate in preparing content for the website or other marketing functions In addition, the ACSR would w our Awards efforts and assist with our participation with the filmmaker groups/societies/ and guilds

Education Education

Bachelor’s Degree in Communications

Tulane University

Bachelor’s Degree in Communications

Skills Skills

Good knowledge of customer service and one of the following: workers compensation, liability, or disability claims management
Strong attention to detail skills, the ability to handle multiple tasks at once, and the ability to be effective in a fast paced environment are critical
Ability to make quick decisions, establish priorities, and concentrate on detailed information sometimes under stressful conditions
Strong attention to detail and the ability to maintain performance under pressure and to tight deadlines
Strong attention to detail and ability to multi-task
Ability to work under pressure while maintaining a strong eye for detail
History of thoroughly attending to detail, exhibiting sound judgment, acting with integrity, maintaining customer loyalty, and performing with high quality
Strong interest in data quality
Highly organised with good time management
Ability to build good relationships with clients

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Client Services Representative Resume Examples & Samples

Respond to shareholder and broker/dealer inquiries in a courteous and efficient manner
Satisfy client's concerns by effectively communicating information regarding company products, policies and procedures
Research and resolve all types of customer service problems
Receive, screen, log and validate NIGO (not in good order) transactional items and client/dealer requests received in assigned unit
Contact the appropriate party (Investment Advisor / Back office / client / Bank / Other 3rd Party) on a same day basis and obtain the necessary information / instructions that would enable Franklin Templeton Investments to process the requested item
Provide Transaction Processing units detailed and step-by-step instructions for completing such items
Follow up on pending items in accordance with prescribed time frames and closing procedures
Contribute to the company's marketing efforts through their thorough knowledge of Franklin Templeton Investments product line, services, the Canadian Mutual Fund industry and the global economy
Excellent verbal and written communication

Client Services Representative Resume Examples & Samples

Responsible for providing excellent service to customers within the Sun Sentinel and to readers, advertisers and the community through regular job duties and as a member of the Sun Sentinel team to write, sell, produce and deliver the best newspaper possible
Process ROP & Niche ads: including writing orders, changing and killing ads, processing and tracking of materials, work with Layout department for late ads, and help existing customers who require immediate assistance
Under general supervision, perform a variety of customer service and clerical duties to ensure the advertising team runs smoothly and efficiently. E.g., open new advertiser accounts, research billing discrepancies, write credits, assist reps from the road, etc
Provide back up for other teams members insuring a thorough understanding of all the Advertising Division workflow processes.Works closely with Billing and Credit departments to ensure rating accuracy.Respond to customer questions, concerns and/or complaints and follow established procedures to resolve to the satisfaction of the customer
Excellent verbal and written communication, organizational and interpersonal skills. Ability to provide excellent customer service & work in a team environmentAbility to maintain individual accuracy in deadline oriented environment
Ability to remain calm when dealing with difficult situations and individuals
Thorough understanding of the internet, with basic knowledge of Microsoft Excel, Microsoft Word and Microsoft Outlook
Ability to adhere to job procedures which may frequently change due to changing technology, deadlines and priorities
May handle cash, checks and expense forms. With the Credit Department, works to keep accounts receivable to a minimum. Performance in job directly affects Retail and National revenues
Preferred 3 or more years in customer service industry

Client Services Representative Resume Examples & Samples

Train clients on TicketWeb’s self-service software to develop independent, full-user clients
Work closely with clients primarily via Live Meeting and over the phone, to build their own events, manage their own on/off sales, and pull their own reports
Consult and assist clients on ticketing & marketing best practices to improve their business
Responsible for accomplishing Operations departmental goals, including ongoing client training as new features are developed, increasing sales, and offering ideas to improve operational efficiency
Responsible for positive and proactive communication between TicketWeb staff, clients, and customers
Knowledge of ticketing industry and other general business practices
Excellent customer service, communication (writing and verbal), and consulting skills
Analytical and strategic thinking - ability to think 'out of the box'
Effective interaction with clients and colleagues across all levels of the organization in a professional, service-oriented way, and the ability to clearly articulate the value of TicketWeb’s products and services

Client Services Representative Resume Examples & Samples

Working knowledge of day to day operations/administration of client accounts an asset
Well-developed communication (verbal and written) and interpersonal skills
Working knowledge of ISM an asset
Capacity to speak/understand Cantonese/Mandarin fluently is mandatory

Client Services Representative Resume Examples & Samples

Performs depository duties as assigned by team leader, contacting clients as required
Interacts with partners in various areas in operations to ensure accurate set-up of new services, resolve operational problems, process various transactions, and research client inquiries
Keeps abreast of all new products and services to respond to client questions and to assist in cross-selling services
Interacts with the client on the telephone or in person responding to inquiries and providing information
Maintains effective filing system to ensure responses to all inquiries and follow up action. Maintains tracking system to monitor projects and their disposition
Keeps abreast of laws and regulations that affect compliance issues and personal banking and services. Understands and applies laws and regulations as they relate to baking products and services
2-4 years of related experience

Operations Clearing Operations Clearing Client Services Representative Resume Examples & Samples

Build, maintain and enhance client relationships with new and existing clients
Provide clients with a primary point of contact for a wide range of operational issues and account management queries
Communicating collateral calls to clients
Assisting clients with collateral & account reconciliations
Including addressing execution and position breaks, asset servicing and settlement issues
Primary point of contact for European Clients
Liaise with Core Operations groups to resolve queries or problems
Educate clients on enhancements to the GS offering
Compile and analyse metrics to assess client efficiency & experience to identify and drive improvement
Interact with Business, Sales, Legal and Compliance teams to ensure that commercial opportunities can be facilitated under controlled conditions
Work independently, or with team members and management, on strategic projects and process improvement initiatives to reduce risk and/or improve client service delivery
Degree educated within a business related discipline
Minimum 3 years of work experience within a global investment bank
Product experience in Futures/Options, Interest Rate Derivatives and Credit Derivative
Experience of working with cash equities in an operational support function
Understanding of risk for Prime Brokerage
Strong programming skills to include VBA and SQL, with demonstrable experience in utilising these to improve reporting / analytic functionality
Proven project and process improvement experience
Languages a distinct advantage but not critical
Used to working under tight deadlines
Ability and willingness to work independently and be self-initiating
Enjoys working in a very fast paced and dynamic environment
Would prefer experience of a margin product (Cleared OTC, LD, IRS, CDS, Eq Swaps, Margin / collateral) but would consider EQ/Fixed income if all other skills are prevalent
Judgement and Problem solving - Thinks ahead, anticipates questions, finds alternative solutions and identifies clear objectives
Sees the big picture and effectively analyses complex issues
Creativity & Innovation - Looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value
Drive and Motivation - Successfully handles multiple tasks, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks
Client and Business Focus – Can effectively handle difficult requests, build trusting, long-term relationships with clients and manage client/business expectations
Teamwork – Gives evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges the contributions of others
Candidate must be proactive, enthusiastic and team oriented
Ability to remain composed under pressure
Ability to prioritize and make decisions in a fast-paced environment
Strong client service orientation
Adapt to new changes and new challenges
Well developed organizational skills

Client Services Representative Resume Examples & Samples

Daily interaction with existing agency and direct client business. Maintenance of client schedules on television and online, regular tracking of client audience delivery using Nielsen ratings, developing presentations, merchandising the station and generally providing a high level of customer service
Assists designated Account Executives with maintenance of contracts, order input, make-goods, and overall customer service
Accurately schedules customers’ traffic; reviews and coordinates changes
Resolves scheduling issues
Handles fulfillment issues
Able to make decisions and solve problems independently in an effort to support designated Account Executives
Accurately sets up new customer accounts, contracts, etc
Assists with account makegood/ reconciliation needs
Manages the implementation of programs and schedules sold by designated Account Executives; this includes the coordination of production, entering orders and demonstrating proof of performance
Partners with designated Account Executives in the development of new/incremental revenue through consistent and creative prospecting
Some filing, answering phones and organizing of station events
Self-motivation and willingness to work as a team player are essential attributes. Creativity, flexibility, and ability to change with our industry are also keys to success
Attends sales meetings and training to obtain sales, product and process information and keep abreast of company products and services in order to articulate to client, when appropriate

Client Services Representative Resume Examples & Samples

Monitor deadlines, ad creation and proof process, addressing flagged issues and problems as they arise to ensure accurate completion of advertisements. Handle typical and critical situations efficiently and effectively
Serve as a liaison between the sales staff, client and design center to communicate issues and interpret clients’ needs
Provide professional and quality customer service
Exhibit strong organizational and time management skills

Client Services Representative Resume Examples & Samples

Bachelor’s in marketing, finance, or economics, or equivalent experience
1-5 years of experience in capital markets
FINRA Series 7 and Series 63

Client Services Representative Resume Examples & Samples

Generating collateral statements and sending calls to clients for both standard and non-standard agreements. Timely follow up of all calls made by the business
Answering of incoming collateral calls sent by clients comparing them to the business's exposure
Agreeing on the amount and type of collateral to be moved
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

Client Services Representative Resume Examples & Samples

Applies standard procedural solutions and utilizes internal resources to address client needs and ensure timeliness and accuracy of work
Evaluates problems and situations to determine their importance and urgency. Conducts research and processes adjustments when necessary independently or in concert with other departments to the mutual satisfaction of the client and Invesco, then responds to the appropriate client after the issue has been resolved
Fully documents and forwards complaint items for permanent filing
Monitors the quality and timeliness of service delivery to customers in order to guarantee customer satisfaction by accepting full accountability for an item until resolved
Performs a detailed evaluation of inquiries and rejected transactions, takes appropriate action for each item and monitors the quality and timeliness of resolution so that it meets our standards. Works with other departments when necessary to resolve items
Responds in a professional, timely, and empathetic manner to both telephone and written inquiries from internal and external clients
Work experience in customer service environment preferred
Ability to communicate technical information to shareholders and financial advisors
Ability to make quick decisions, establish priorities, and concentrate on detailed information sometimes under stressful conditions
Strong reasoning skills and an aptitude for problem solving

Client Services Representative Resume Examples & Samples

Knowledge of electronic derivates trading Systems. Patsystems, TT, CQG, Fidessa & Bloomberg Trade Book
Knowledge of Asia Pac Derivatives Exchanges
VBA Excel Skills
Fluency in Mandarin preferred

Asset Servicing Senior Client Services Representative Resume Examples & Samples

Assist in the resolution of client queries to provide high quality responses in a timely manner
Follow up on outstanding client queries by liaising with local colleagues and colleagues at BNY Mellon overseas operations centers
As appropriate, make regular client visits in coordination with Asset Servicing Relationship Management or Sales (Service Review Meetings, etc.)
Recommend service enhancements to increase clients satisfaction
Pro-actively build and maintain strong relationships with other BNY Mellon departments
Pro-actively communicate with other BNY Mellon departments in order to resolve client's queries/demands effectively
Client Service experience: dealing with clients in Japan
Strong business background in one of Custody Qualifications or Toshin business, and, at minimum, entry level knowledge for the other
JSDA Securities License 2
Language fluency: Native level Japanese and good command in communicating in English (face to face, telephone, and writing)
PC and application Skills such Microsoft Office(Excel, Word, PowerPoint, etc.)

Client Services Representative Ii Czc Resume Examples & Samples

Provide assistance to employees regarding operational tasks to include day-to-day policy, procedural and navigational support
Develop and prepare reports and records relating to assigned projects
Take calls in Specialist queue as assigned
Promote an environment that supports diversity and reflects the M&T Bank brand
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
Assists with both internal and external customers with problem resolution
Maintain in-depth policy, procedure, product and systems knowledge
Strong personal computer and technical troubleshooting skills
Minimum of 2 years’ banking, call center or branch banking experience
Knowledge of systems and applications used by department
Knowledge of Bank products and services and branch operations, with a good understanding of other operational areas throughout the Bank

Client Services Representative Resume Examples & Samples

Satisfy client concerns by effectively communicating information regarding company products, policies and procedures
Demonstrate professionalism and exhibit personal accountability in your interactions with clients, colleagues and your own career development
Proactively identify and bring forward suggestions for process, efficiency and service improvements as they relate to your work area

Client Services Representative Resume Examples & Samples

Provides answers to account inquiries
Documents, researches and analyze problems
Reviews past due trades. Must keep accounts in compliance with Reg-T, request extension when required
Approves and issues checks and wires
Reviews letter of authority received from a client to determine the necessary action to be taken, making sure the letters are signed by the appropriate parties and that the proper legal documents are attached
Reviews statements for accuracy
Ability to meet deadlines, available to work additional hours if needed
Answers and/or initiates telephone calls; answering routine questions or follow-through on requests. Forwards non-routing calls to supervisor/manager
Monitor margin accounts ensuring industry regulations and Baird policies are enforced
Provide annual support for the client tax inquiry support phone line
Provide support to other Operations departments with projects and initiatives
Ability to analyze complex margin accounts and perform margin calculations(training providing)
Bachelor’s degree, 2 years brokerage experience, or equivalent
Ability to get Series 7 & 66 licensed within 2 years
Successfully complete the margin training exam
Strong computer skills with knowledge of Microsoft Excel and Word. Knowledge of Microsoft Access or SQL databases a plus
Exceptional phone etiquette and customer service skills
Excellent analytical and mathematic skills
Strong written and verbal communications skills are a must
Ability to function as a member of a team dedicated to quality customer service, the ability to stay focused under pressure, organizes and prioritizes workload in order to manage time and perform multiple tasks

Client Services Representative Resume Examples & Samples

Completion of a post secondary education
Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Examination (CPH) or registered with the IIROC (an asset)
Completion of/in the process of completing the Derivatives Fundamental and Options Licensing Course (DFOL) (an asset)
Working knowledge of the fundamentals/techniques of equity, fixed income, option, and mutual fund trading, and the applicable rules & regulations sufficient to trade securities for the public (an asset)
Second business language skills in Cantonese and/or Mandarin an asset
Well developed organization and prioritization skills. Proven ability to juggle multiple tasks within a dynamic deadline environment

Assistant Client Services Representative Resume Examples & Samples

Handle incoming calls (“call center”) from health benefit trust members and providers researching questions using software and printed material provided and responding to eligibility and authorization for service to members and providers
Obtain additional information from health benefit vendors and respond to members and providers
Request claims history from vendor and prepare claim audits for members as requested
Keep incoming calls, paperwork and activities current
Become proficient in all vendor software programs
Must be able to perform basic office skills
Experience in scanning and attaching files electronically in the computer preferred
Must possess and demonstrate the ability to pay attention to detail
Must be able to accurately copy data from one source to another

Client Services Representative Ii D Ea Resume Examples & Samples

Work with respective areas to obtain appropriate information to resolve issue. Identify calls that need to be logged as problems and log/assign them as appropriate
Establish and maintain appropriate files, records and documentation (online & hardcopy)
Maintain service excellence standards
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management
Complete other related duties as assigned
Works closely with other departments within the Bank to resolve customer issues/problems
Associate’s degree and a minimum of 2 years’ customer service experience, OR in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience, including a minimum of 2 years’ customer service experience
Ability to work effectively in a fast-paced and changing environment
Strong problem-solving and organizational skills
Strong verbal and written communication skills, including ability to interpret and respond to requests
Ability to prioritize work and be detail-oriented
Ability to acquire knowledge and thorough understanding of pertinent operations policies and procedures

Client Services Representative Resume Examples & Samples

Provide accurate and professional service to MGAs, brokers and policyholders by telephone, mail or e-mail including, but not limited to, the following activities: Answering client inquiries & provide accurate information about BMO Life Assurance products
Requesting information from internal departments to ensure the accurate and timely production of related information for policyholders
Responding to policy information requests from beneficiaries, families of policyholders, funeral directors, government agencies, lawyers and follow established protocols
Performing required administrative tasks for clients, including address change, banking information changes and cancellations
Managing time sensitive financial transactions which requires understanding of market timing and the impact of backdating
Understanding the impact of the movement of money within the organization as it relates to AML guidelines to meet OSFI audit requirements
Responding to and resolving client issues and escalating, if required, to Assistant Manager, Client Services Process client service requests according to established guidelines In-depth knowledge of all system applications used to administer products and serves i.e. CAPSIL/INGENIUM
Follow established procedures in all communications with clients by phone, e-mail or written to ensure that compliance requirements are met for all scenarios
Create and maintain computer records on all systems to ensure accuracy of client information Risk Management
Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities
1 - 2 years insurance industry experience in a customer service role
Working towards the LOMA 1 and 2 designation preferred
Working knowledge about products, process, policies and practices
Working knowledge of INGENIUM/CAPSIL preferred
Working understanding of policy contract wording & interpretation
Customer Service (In-depth)
Communication skills (Working)
Organizational skills (Working)
Attention to detail(Working)
Bilingualism (English and French) is a strong asset

Cib Operations Collateral Operations Middle Office Client Services Representative Bournemouth Professional Resume Examples & Samples

External Client services experience, or similar experience interacting with senior/demanding internal clients
Working knowledge of OTC Derivative products, Futures & Options 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
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
Knowledge of Collateral Management for OTC Derivatives, Futures & Options and Fixed Income products an advantage
Business Objects reporting – experience of building reports for management information/analysis an advantage

Client Services Representative Resume Examples & Samples

Obtain, enter and interpret credit applications and credit bureau information in compliance with the company's policies and procedures
Review and evaluate each credit application, make credit buying decisions in compliance with company policies, procedures, and credit evaluation systems, and promptly communicate that decision to the retailer
Manage and build retailer relationships by responding to all credit inquiries with company turnaround standards
Effectively handle various inquiries from merchants/dealers regarding all phases
2+ year of customer service experience
Must be able to work a 6 week rotating schedule that includes Saturdays and Sundays
Professional and persuasive oral and written communication skills
Strong organizational skills and detail oriented
Customer service attitude, strong numerical aptitude
Solid understanding of Company's programs and underwriting requirements

Client Services Representative Resume Examples & Samples

Greet clients that enter the off-site townhouse for the May Italian sale exhibition over a two week period
This includes working receptions and events, as well as nights and weekends
Assist clients with the following
Ability to communicate in a professional manner
Excellent client-relation and presentation skills
Strong origination skills and attention to detail
Calm under pressure
Dependability
Proficient with computers: PC and Mac platforms
Proactive individual who shows initiative during down times
Willingness to help others
Professional attitude: Friendly, patient, outgoing, polished appearance and demeanor
Respect in dealing with confidential information
Commitment to regular and punctual attendance
2 Years of work experience, preferably in a Client Service related position
Art History background helpful
Degree - Bachelor’s Degree
Fluency in Italian required
Experience dealing with clients
Proficient in Microsoft Office Suite: Excel, Powerpoint, Word, Outlook
Credit Card Machines
Multi-line Phone System
Copy, Fax, Scanner Machines

Client Services Representative Resume Examples & Samples

Strong PC skills with knowledge of Microsoft Excel and Word. Knowledge of Microsoft Access or SQL databases a plus
Exceptional telephone and customer service skills
Ultimate team player
Ability to multi-task at all times

Client Services Representative Resume Examples & Samples

CSC & CPH an asset but not required
Ability to speak and understand Cantonese and Mandarin is definitely preferred
Must have customer service experience
Flexibility to work variable shifts in call center environment

Associate Client Services Representative Resume Examples & Samples

Partners with the CSRs to create work orders and then closely monitor the production and delivery of the work ordered
Partners with FSR with the DDSS marketing efforts to reach and showcase the filmmakers. Such as, but not limited to creating and editing stories for the DDSS web site and social media outlets, as well as coordinating efforts for others within DDSS to participate in preparing content for the website or other marketing functions In addition, the ACSR would w our Awards efforts and assist with our participation with the filmmaker groups/societies/ and guilds
Ensures that all work is in the system and billed within 24 hours of delivery
Point person between the client and studio operations, Facilities Services and Support (FS&S). Tracks, monitors, and follows up on FS&S requests
Builds and fosters relationships with our internal and external customers
Assists the CSRs in daily check-ins with client population to review past work and take orders for upcoming work
Receives work orders and direction from clients through calls and physical visits
Assists in the maintenance of the schedule book of all available times in all of our businesses and operations
Partners with studio operations to make sure all rooms in the Digital Studio Center are clean and comfortable
Works together with clients to ensure that the proper time and facilities are available for work across the portfolio of business units in PPS
Maintains ongoing daily communication about the status of the work in progress and availability of future dates
Proactively communicates how changing schedules impact work and costs
Handles the concierge role such as producing parking passes, going on coffee runs and keeping the kitchen pantry stocked, organized, and clean
Maintains a positive attitude, is friendly and helpful serving our clients and meeting their needs and other special requests
Delivers customer service by being helpful on the technical side, through the gathering and understanding technical and business requirements, schedules and workflows
Uses knowledge and vision for digital services, along with the lessons learned by others in the industry to build partnerships with operations partners and Studio allies to create innovative work-flows that are cost effective, efficient, timely and of quality
Additional responsibilities as required
Entertainment industry experience in motion picture post production, editorial, and visual effects at a post production facility and/or studio. The candidate should also have hands on experience working with the creative filmmakers and an ability to communicate everything from a visual effects workflow to their lunch order in an efficient and straightforward manner
Excellent organization, interpersonal, communication, and time management skills
Strong technical working knowledge and fluency in film, video and data-centric workflows
Must have a basic knowledge, with the capacity to learn more about customer requirements in picture and sound television and motion picture post production and delivery
Demonstrated ability to manage projects, timelines, and deals effectively with pressure
Prioritizes work activities; plans and stays organized in order to meet commitment and productivity standards
Multi-tasks by switching smoothly from one project or task to another
Takes ownership and responsibility for work progress
Ability to work well in a team environment and applies strong interpersonal skills in daily work activities
Fits and works well with a high energy and talented team
Experience working in a collaborative environment and managing external vendors
Expresses written ideas, thoughts, or facts in a clear, convincing, and organized way
Strong working knowledge of Microsoft Office applications (MS, Word, Excel, Outlook, PowerPoint) and SAP
Knowledge of the workflows and services offered within DDSS (with the ability to learn and grasp new workflow concepts in the context of the industry’s changing requirements)
High School Degree

Association Services Client Services Representative Resume Examples & Samples

Process a high volume of service requests (e.g. open and close accounts, account maintenance, issue official checks, wire transfers, statement/lockbox research)
Provide support to the Association Services Sales Team. Serve as a mentor to less experienced associates
Handle a high volume of incoming and outgoing calls, e-mails and faxes
Perform specialized operational functions (e.g. daily overdrafts, exception items, online banking, treasury management implementation, commercial analysis foreign, credit cards, inactivate letters, fraud, audit, quality assurance for production, Certificate of Deposit Account Registry Service (CDARs), Insured Cash Sweep (ICS) products, branch capture)
Develop a high-level understanding of on-boarding new clients, Automated Clearing House (ACH), Coupon Services, Payment Remittance Processing, Web Vault and PLUS applications to assist with client inquires
Support Association Services Department (ASD) Relationship Managers Sales Team and management
Professionally and independently address client complaints and offer solutions. Escalate to supervisor, when needed, while adhering to the Bank’s complaint monitoring process
Ensure confidentiality of client information and minimize risk by following the bank’s authentication process
Deliver excellent client service by responding to client inquiries and service requests in a reliable, responsive, empathetic and competent manner
Follow the BB&T Code of Ethics and other related policies, maintaining ethical behavior at all times
Three years of client service and operational experience in financial industry
Detailed-oriented with the ability to multi-task
Effective listening and problem-solving skills
Proven interpersonal relationship characteristics
Ability to work overtime, as needed

Client Services Representative Resume Examples & Samples

Associates degree or equivalent experience
2-4 years of medical claims experience or customer service experience
Proficiency in Microsoft Outlook, Word, and Excel
Detail-oriented and able to work in a fast paced environment

Icg-senior Client Services Representative Resume Examples & Samples

Key point of contact for Citi’s internal and external Clients operational queries
Daily review of client statements and margining of futures positions
Liaise with Futures Operations teams to resolve Client trade allocation, margining, commissions & fees issues in timely and accurate manner
Partner with Client Executives, Business and Operations Management on regular and ad hoc review of Clients’ futures positions, Cash balances and Margin requirements
Co-ordinate with Sales Originations, Client Executives, Transitions, Operations teams for new client on-boarding and additional account openings
Liaise with Account Opening teams on setup and maintenance of Client commission schedules
Provide support to Clients on setup of access and reporting on CFO (“Citi Futures Online”)
Prepare of daily/weekly/monthly management and Client MIS reporting
Participate in documentation of business requirements and testing of new processes and systems
Support VP in the day-to-day management of ETD Client Services functions
Closely monitor and escalate to regional management any client issues
Develop and execute training plans to ensure that all team members possess sufficient knowledge and resources to perform the daily task
Closely partner with Business and Operations on new market and client service excellence initiatives
Monitor market / exchange developments and work with business, technology and other groups to implement new processes and systems
Participate in change initiatives designed to increase Operations scalability and controls
Support exchange and regulatory requirements including internal / external audits
Provide regular feedback to the team members
In-depth knowledge and experience of Exchange Traded Derivatives (ETD)
Minimum 6-10 years experience in Operations
Proven management track record and strong leadership capabilities
Solid knowledge of key industry futures systems, e.g. Clearvision, GMI and Intellimatch is a plus
Additional language skills such as Japanese, Chinese, Bahasa is a plus
Excellent communication and interpersonal skills
Strong team player who works well in a global and regional team environment
Ability to influence change and implement process improvements is essential
Innovative in devising support solutions and improving processes
Positive attitude with ability to motivate and inspire team
Hands-on manager who can lead without being a micro-manager
High level of client service to both internal and external clients with utmost professionalism at all times

Client Services Representative Resume Examples & Samples

Forward any facsimiles and incoming mail to appropriate vendor
Create a Call Description in the Salesforce system for individual members. Keep track of Open Calls within the Salesforce system and close when completed
Maintain a professional attitude with both co-workers and external clients
Local travel up to 30%
Must possess the ability to use an adding machine, personal computer, telephone, photocopier, facsimile machine and general office equipment
Must possess intermediate computer skills with Excel spreadsheets & MS Word
Must possess basic math skills, including the ability to add, subtract, multiply and divide whole numbers, decimals and fractions
Requires a minimum of two years of customer service or other related experience

Client Services Representative Resume Examples & Samples

1 – 2 years insurance industry experience in a customer service role
Working towards the LOMA 1 and 2 designation
English/French bilingualism an asset
Working knowledge of INGENIUM/CAPSIL
Strong organizational skills (Working)
Call Management

Client Services Representative Resume Examples & Samples

Adapts to change easily
Courageous with making decisions for customer satisfaction
High School diploma accepted/bachelor degree preferred

Client Services Representative Resume Examples & Samples

Execute client trade orders to include purchases, redemptions, exchanges, transfers as well as maintain account specific information
Perform accurate and timely processing of transaction requests via phone, fax or email from shareholders, advisors and brokers
Analyze, research and resolve client inquires and issues
Act as a resource for staff of other departments on all products, services and operating procedures
Support management in various projects and initiatives as needed
A bachelor’s degree; a business-related major is preferred
Previous customer service experience and a strong customer focus orientation
Strong attention to detail skills, the ability to handle multiple tasks at once, and the ability to be effective in a fast paced environment are critical
Experience with the Microsoft suite of office products
Excellent oral and written communication and interpersonal skills

Client Services Representative Resume Examples & Samples

Handle telephone inquiries from Synchrony Financial’s enrolled CareCredit healthcare providers and Payment Solutions retail merchants (partners)
Review and analyze credit applications and credit bureau information in order to make credit decisions, exercising loan authority of $5,000 to $25,000 within compliance and risk guidelines. Effectively communicate our credit decisions to partners and/or applicants as necessary
Help providers and partners troubleshoot point of sale program software, website tools, and terminal hardware
Educate and assist providers and partners as to the operating aspects of our credit program and how to administer it
Provide systemic accounting and other technical support and resolve provider and partner merchant account issues
Determine and complete monetary adjustments to merchant accounts as necessary
2+ years of customer service experience of any kind, or equivalent military experience
Ability to work Monday to Friday 9:30am-6:00pm, 10:30am-7:00pm or 11:00am-7:30pm with rotational Saturday's
6+ months client services experience
Effective interpersonal skills for building and maintaining rapport with clients and customers
Service-oriented mindset with high level of detail orientation
Excellent verbal, written, and telephone communication skills
Ability to manage multiple tasks simultaneously
Strong negotiation and analytical skills
Ability to handle confidential and sensitive information
Background in healthcare office environment

Client Services Representative Resume Examples & Samples

Manage and reply to all inquiries received through email from customer
Communication of customer requests to operational team
Sales order entry and follow up through logistics
Prepare and maintain status reports and modify schedules or plans as required
Content/File Management
Correspond with customer to ensure customer requirements are met
Prepare for and participate in quarterly business reviews with customer as needed
Follow up to ensure that SLA of all projects are met
Maintain client confidentiality
Manage all documentation requirements such as process SOP's, training materials, and other documentation as necessary
Provide backup for Account Manager as well as other team members as needed
Customer Service experience and SAP knowledge required
Computer literate in Microsoft Office, predominately Excel
Solid analytical skills for planning and calculation
Effective verbal and written communication
Ability to work independently and with others
Must display initiative and flexibility to work in a fast-paced, changing environment
Ability to work overtime as required
Travel – minimal
Windows/MS Office
Proficient data entry skills
SAP

Citifinancial Retail Client Services Representative Reg Resume Examples & Samples

Strong analytical skills
Excellent oral and written communications skills in English and French is required
Work well in a team environment
Consumer finance industry experience is an asset
Possesses flexibility of working hours required including evenings, weekends and holidays

Commercial Client Services Representative Resume Examples & Samples

5 years of experience in commercial banking servicing and/or support
Advanced knowledge of bank payment systems, account operations, and banking services
Strong customer service, interpersonal, and organizational skills

Client Services Representative Resume Examples & Samples

Working knowledge of the marketplace, including current conditions & trends in the Canadian & U.S. stock and bond markets is preferred
Previous experience working directly in a highly client driven environment, typically acquired with at least 6-12 months experience in a call center environment is preferred
Second business language skills in Cantonese and Mandarin are preferred
Willingness to work flexible shifts, extended hours and weekends as required

Senior Client Services Representative Resume Examples & Samples

Prepares appropriate loan documents based on type of loan transaction and maintains loan files ensuring they contain the proper documents and signatures
Reviews all documents to ensure accuracy and compliance with regulatory requirements
Follows up on transactions, including external recordings and filings, client advices, and verifications. Orders and reviews credit bureau reports
Monitor loan document deficiencies and review compliance reports for adherence to policy and procedures
Proactively engage in the loan renewal process by reviewing reports of maturing credits and coordinating the receipt of required information from the client for the renewal process

Client Services Representative Resume Examples & Samples

Strong customer service and administrative organizational skills
Advanced knowledge of Excel, Word, Outlook, and Internet
Strong data entry
Detail-oriented, critical thinker, problem solver
Need to take initiative and need minimal direction
Resourceful $
Light recruiting experience

Client Services Representative Resume Examples & Samples

Coordinates sales order processing
Maintains and updates orders
Executes manually all commercial changes, including: adding, deleting, allocation and moving of commercials
Supports and enhance agency relationships by monitoring client requests to ensure scheduled commercial spots air correctly
Assists with troubleshooting commercial operation issues and problems
Supports assigned accounts on a day-to-day basis after the close of a sale
Maintain close communication with commercial operations and sales planners to successfully execute each campaign
Update flowcharts when needed if orders are modified
Assist the clients/agencies with any questions regarding their campaigns including billing
Work with accounting on processing any accounts adjustments or special billing requests from the clients
Support the Finance Analyst on the tracking of accounts and revenue to ensure orders run properly
Manage and lead projects to improve or launch new processes
Must have strong communication and problem solving skills
Must be detail oriented, organized and be able to multi-task in a fast paced environment
Must be proficient in Microsoft Office with a basic knowledge of Excel (formulas, charts, etc)
Must be fluent in English and Spanish

Client Services Representative Resume Examples & Samples

Be flexible with overtime, especially during the RSP Season January through April
Simple practices are preached and expected: have great conversations with customers, deal with issues immediately, offer reasonable time frames, deliver on these time frames even if the issue is not completely resolved, keep customers in the loop, be here on time, etc
Adhere to schedules for shifts, training,
Daily attendance is paramount
Be available to customers
Always be compliant on every inbound and outbound call to manage risk, i.e. perform security checks on every call
Maintain a professional workspace
Process rejects within Citi policy and procedure guidelines using SPAW and / or Unitrax
Read and respond to emails and voicemails frequently
Manage outstanding items in a timely manner
Attend mandatory phone coaching on weekly basis
Work on special projects between calls as assigned
Make outgoing calls for clarification / confirmation with dealers
Provide alternative methods to resolving rejected items with the best interest of the client and Citi in mind
Provide answers and solutions to rejected items both by verbal and written contact as required
Excellent Communication- both written and oral
Strong Organization skills
Able to work in different Team settings
Technological Proficiency / Knowledge
Product Knowledge on the administrative functions of mutual funds
Assisting in Achieving / Driving Results for the department
Ethical Standards/Acts with Integrity
Mutual fund/ Financial industry Knowledge
Managing risk and maintain compliant
Able to Multi task and have a strong time management skills
Previous Call Centre experience
Previous financial industry experience
Education: High School diploma or GED required: College and University degree preferred
Excellent verbal and written communication (English, French / Cantonese if applicable)
Microsoft Office/ Outlook/ Window 7
Competent in multiple computer applications
Demonstrates the ability to identify and resolve problems

Client Services Representative Resume Examples & Samples

The successful candidate will have outstanding initiative and be a self-starter
Excellent oral and written business communication skills. Must be capable of explaining technical concepts clearly and simply to clients and client-facing personnel
Superior attention to detail
He/She will be team-oriented and collaborative and must possess strong integrity and professionalism
Solid foundation in investment finance concepts and ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree
Highly resourceful; ability to exercise superior judgment regarding investor requests: to interpret them, ask appropriate questions, do homework, and only expend internal resources of the firm for the most relevant, needed situations
Ability to interact directly with clients
Superior communication skills, both written and verbal; and
Series 7 and 63 licensed or ability to acquire licenses in a compressed timeframe
MBA from a top business school preferred

Wealth Management Client Services Representative Resume Examples & Samples

Knowledge of personal trust and advisory operations, investments, and banking operations preferred
Knowledge of products and services in these areas usually acquired through related work experience preferred
Solid analytical, problem solving, and organizational skills in order to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow
Strong attention to detail and ability to handle shifting priorities while meeting deadlines

Client Services Representative Resume Examples & Samples

Processing/inputting of Margins (margin calls)/FX trades
Handling of trade confirmation and reconciliation
Liaising with external traders, prime brokerage, FO/MO on trade booking/allocation issues (trade support)
Ensuring settlement instructions for trading accounts are updated or amended accurately
Handling of trading account setups/closures
Analyzing statements to account for huge transaction amounts
Posting of journal entries to resolve trade breaks

FIC E-commerce Client Services Representative Resume Examples & Samples

Onboarding clients to FXEM specific platforms (both proprietary and third party) such as Matrix, Passport FX, FXAll, FXConnect, Bloomberg, 360T, and direct FIX API connections
Enhanced onboarding and client configuration for products such as algos and for STP integration
Ongoing client care and management of FXEM E-Commerce clients on these platforms
Investigation and resolution of client issues such as trade rejections, and the inability to trade or use specific functionality
Vendor relationship management
Producing metrics on client adoption rates, vendor platform performance and other MIS for senior management
Sales / relationship management experience
Good understanding of business drivers, trade flow, and concepts of risk
Supported a Sales or Trading desk
Experience of supporting sales and trading environment, preferably within FX

Global Trade Senior Client Services Representative Resume Examples & Samples

Perform a variety of tasks associated with the servicing of international commercial letters of credit and documentary collections transactions to include review and routing of incoming transactions per established procedures, scanning of documentation, research and collaboration with KeyBank’s service provider and mailing correspondence to external clients in order to ensure an excellent client experience
Expertise in trade finance-specific Office of Foreign Asset Control (OFAC) and AML/BSA regulations; proficient in OFAC and pouch activity reporting to ensure compliance with government regulations
Act as technical expert, responding to queries and correspondence received from external clients in a timely manner and within established SLA
Handle complex queries, resolve non-routine issues and make decisions independently on the most complex matters
Using standard transaction reporting and other tools, communicate with external clients on transactions requiring follow-up and/or monitoring in accordance with established policies and procedures
Provide product expertise and guidance to other team memberes in structuring commercial letter of credit and documentary collection transactions
Adhere to all compliance policies and procedures
Assist team leader with the establishment of procedures and policies to ensure service quality standards and SLA’s are achieved
Has CDCS or equivalent industry certification
Act as a product expert and liaison to contacts within the industry and within the bank
May represent the organization at industry conferences or meetings
Recognize and recommend the training needs of staff to management
Responsible for continuous improvement and the implementation of updated procedures and process flows within KeyBank departments and/or with KeyBank’s third party service provider organization
Communicate client product needs to product management staff and assist in the assessment of potential solutions and economic viability
Bachelor's Degree or solid background of three or more years of call center experience in the financial services industry
Minimum of five years of experience in International trade operations, including in-depth knowledge of trade finance,commercial letters of credit and documentary collections
Ability to perform effectively in a highly collaborative team that works in a high volume fast-paced environment
Professionalism with excellent interpersonal and behavorial skills
Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining good personal relationships
Comfortable and confident speaking and meeting with external clients, self-motivated
Experience working in the International Operations department of a commercial bank, including servicing commercial letters of credit, documentary collections and foreign exchange
Extensive knowledge of ICC Uniform Customs and Practice 600, URR 725 Bank to Bank Reimbursements and ISBP 2007 revision for UCP600 and URC522 for collections
Working knowledge of Microsoft Office suite of products
Familiarity with KeyBank systems and operation

Client Services Representative Resume Examples & Samples

Native level or fluent level German
Previous experience in service desk role, ideally coming from a financial services background
A flexible approach to work and be capable of handling multiple priorities in a fast paced environment
Strong PC Skills - thorough knowledge of MS Word & Excel
High level of numeracy with excellent attention to detail
Highly organised, self-motivated and can pre-empt situations rather than waiting for instruction
Strong interpersonal skills with an excellent telephone manner
High degree of professionalism

Client Services Representative Resume Examples & Samples

Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Examination (CPH) are an asset
Currently registered with the Investment Industry Regulatory Organization of Canada (IIROC) is an asset
Completion of/in the process of completing the Derivatives Fundamental and Options Licensing Course (DFOL) is an asset
Additional business language skills in Cantonese and/or Mandarin is preferred
Well-developed organization and prioritization skills. Proven ability to juggle multiple tasks within a dynamic deadline environment
Willingness to work flexible & extended hours is required
Must demonstrate a genuine desire and interest to perform in a sales-oriented capacity; the candidate must be able to describe a successful selling experience within any context

Client Services Representative Resume Examples & Samples

Handle all inbound calls and represent Invesco in a professional manner
Establish and build rapport with customers by engaging in conversations that educate them on Invesco products and services
Apply internal policies, procedures, external legislation and regulations in accordance with stated guidelines
Evaluate research and facilitate the resolution of customer needs or account adjustments in a timely fashion
Accept full ownership and accountability for the resolution of customer needs from start to finish
Utilize different computer applications to access account information and reference materials
Update account specific transactions on customer accounts ensuring completeness and accuracy
Maintain a current understanding of required internal information as well as related market or industry news and events
Understand broader business issues and proactively seek opportunities to add value to our customers and distribution partners
Meet or exceed departmental quality standards and job related performance targets
Work closely with other departments and peers to ensure the successful delivery of corporate and operations goals and objectives
Successfully complete external and or internal industry related courses as required
Excellent working knowledge of PC applications such as MS word, MS outlook and web-based technology
A thorough understanding of customer service and contact center dynamics
Financial service/mutual fund knowledge or experience a definite asset
The ability to handle multiple tasks and demands while maintaining our day to day service commitments to our customers

Client Services Representative Resume Examples & Samples

Provide day-to-day operational support to Investment Managers (IMs) and Clients ensuring their requirements are met professionally and expediently
Develop and improve your IM or Client relationships including taking proactive ownership of all operational issues
Monitoring of internal risk management controls including failed transactions and overdrawn balances and ensuring that the checklist is completed daily
Maintain accurate desktop procedures, KYC documentation and standing instructions for an assigned group of IMs or Clients and ensure the operational group is aware of and comply with these procedures
Ensure all IM or Client queries are logged, monitored and closed on the appropriate system, providing appropriate client communication until resolution and management reporting on overstandard queries where required
Interface with other internal departments (including the Operational team, Global Custody, Treasury, Securities Lending and Corporate Actions) to ensure timely resolution of cross-departmental issues
Client Focus
Job Proficiency
Supervision
Problem solving/ Crisis Management
Proven knowledge of Global Custody markets and products
Experience with the core custody systems
Excellent organizational skills, with accurate manipulation, analysis & checking of figure work
Experience of using Microsoft Office products, in particular manipulating Excel spreadsheets. Utilising advanced functions would be desirable
Able to work individually or in a team to achieve a common goal
Able to deal appropriately with many tasks simultaneously
Able to communicate at all levels, both orally and in writing
Quick to develop new skills and a pro-active approach to learning and training
Other language skills is a plus

Treasury Management Client Services Representative Resume Examples & Samples

Minimum 1 year experience in customer service operations in a banking environment required
Minimum 1 year with direct client contact experience required
Minimum 1 year experience with MS office applications required
Call center experience in a bank or financial institution highly preferred
Experience with online Treasury Services and Products preferred
A firm understanding of ACH, Wire transfers and Remote Check Capture preferred
Strong analytical, organizational and problem solving skills
Strong PC skills including spreadsheet and database manipulation
Good knowledge of general banking operations and procedures
Excellent knowledge of assigned products/services
Ability to interface in an effective and professional manner with clients, potential clients, and all levels of CNB colleagues
Ability to remain calm when interacting with clients in difficult situations
Represents basic qualifications for the position

Level Client Services Representative Resume Examples & Samples

To coordinate the provision of high quality services to internal and external clients ensuring effective issue resolution
Develop an in-depth understanding of client expectations so that client satisfaction and service excellence can be continuously enhanced
All queries and issues should be responded to in a timely professional manner, ensuring that regular updates to both internal and external clients are provided. No previous experience in a financial services environment is necessary as training will be provided
Candidate must be capable of dealing with clients on a daily basis
Will regularly interact with clients and Senior CSRs / Team Leaders and Relationship Managers
Ideally some work experience within financial services
High level accuracy and attention to detail
Proactive, focused attitude towards work and an ability to consistently meet deadlines
Proficiency in using Microsoft packages particularly Excel
Excellent teamwork, interpersonal, oral and written communication skills
Excellent analytical, organisational and time management skills
Demonstrated ability to plan and implement workflow requirements of a team
Third level qualification whilst not essential would be beneficial

Client Services Representative Resume Examples & Samples

Train clients on TicketWeb’s self-service software to develop independent, full-user clients including box office personnel on equipment and system functionality and setup
Work closely with clients primarily via Zoom™ and over the phone, to build their own events, manage their own on/off sales, and pull their own reports
Consult clients on ticketing & marketing best practices to improve their business
Responsible for accomplishing Operations departmental goals, including ongoing client training, increasing sales, and offering ideas to improve operational efficiency,
Train client representatives on troubleshooting of client’s ticket printers, mobile scanning and any other TicketWeb related equipment and also serve as escalation point for unresolved issues
Phone and possible on-site client support
Assist Crozet Fulfillment center as needed on maintaining accurate records for all equipment moving in or out, including tracking down overdue client returns
Coordinate repairs of broken equipment as needed
Perform system and / or Firmware upgrades
Store, move, and maintain inventories of limited number of mobile scanning devices
Assist Product update technical documentation
Foster and maintain excellent relationships with clients, vendors, and commodity providers including telephone and e-mail support to resolve both account and technical issues
Responsible for proactive communication between TicketWeb staff, clients, and customers
Miscellaneous duties as they arise Available shift will be Monday – Friday. Typical hours are 9AM-6PM with required rotating evening and weekend call duty
With as much notice as possible, occasional overtime, evening, and weekend hours may be required based on client/event support requirements
2+ years of customer/client services experience
Ability to train clients of all levels
Familiarity with the Internet, software, and software support
Must possess a working knowledge of Microsoft Word and Excel, Facebook, Twitter and other social marketing sites
Ability to lift 25 lbs
Knowledge of ticketing industry preferred but not required

Client Services Representative Resume Examples & Samples

Screen and log calls and respond directly to inquiries
Supports NSM, LSM and Account Managers on make goods and sales traffic support
Provide air times and researching of billing discrepancies
Work with Client Financial Services to establish Agency & Client billing codes
Make necessary Day of Air changes on last minute orders or changes
Effectively understand log functions, avails, and displace spots
Organize and maintain files on all projects and keep updated
Assist sales department with monthly invoice mailings and adding postage, address labels, etc
Manage special projects as designated, dealing with administrative and coordination issues
Support all departments with station initiatives and events
A minimum of a BA degree, or equivalent experience
Must be willing to work at the station in Las Vegas location
Bilingual (Spanish / English); verbal and written proficiency
Must be willing submit to a background investigation
No relocation benefits available
Knowledge of Wide Orbit, Florical, and OSI
1 year experience in radio/television sales preferred
Able to meet deadlines and work well under pressure
Excellent administrative and communications skills (written and verbal)
Organizational skills with attention to detail

Client Services Representative Resume Examples & Samples

Maintain relationships with SSA field offices and financial institutions (FI) participating in the AFI Program
Train SSA and financial institution personnel on all components of the solution, including the web-based application and all supporting procedures
When necessary, recruit FIs for participation in the AFI
Respond to phone and email inquiries regarding the AFI application from Field Office and financial institution staff. Log all inquiries and resolution into the appropriate system
Contacts financial institutions to encourage the completion of outstanding and overdue requests
Concisely communicate to Supervisor status of all aspects of the operation
Perform registration of financial institutions, including additions changes/deletions to institution and user accounts
Comply with the governing quality control program
Assist in resolving/reporting any errors related to any aspect of the operation
Assist in maintaining documentation of procedures and reports
Assist in evaluating existing procedures to identify efficiencies that can be introduced into the solution
Attend and contribute to production meetings
Strong attention to detail, and a commitment to the highest quality of performance
Exceptional oral and written communication skills. Must be able to efficiently perform multiple tasks, such as communicating issues and solutions, recruiting participants and training over the phone
Extremely organized, customer service experience highly preferred
Able to work under pressure and meet deadlines with ability to work overtime
Self-motivated, reliable, proficient at working independently as well as in a team
Proactive approach in addressing all needs of the participants
Able to work with PCs and web-based applications. Experience with Excel and Word required
Agree to an FBI back-ground check

Client Services Representative Resume Examples & Samples

Knowledge of Microsoft Office products (Excel, Word, Outlook)
Strong interest in data quality
Close attention to detail
Proven ability to deliver results in a dynamic environment with changing and multiple priorities
Familiarity with CRM/CMS systems and data maintenance
Strong spoken and written communication skills
Proven problem solving ability
Ability to build and maintain positive rapport with colleagues and stakeholders at all levels
Ability to work effectively through others and interface persuasively with other individuals throughout the organisation
Pragmatic, self-directed and self-disciplined
The versatility to work on several projects at once and prioritise their own time

Client Services Representative Resume Examples & Samples

The Client Service Representative (CSR) employees provide support for the users on the
Provide customer support on TransPerfect Interactive’s 24/7 help desk
Provide phone support for users calling the support phone line
Responsible for managing the individual projects on the TransPerfect Interactive applications, including working with the administrators in the creation of the site, training end users on using the application, and working closely with the site administrators on the ongoing upkeep and management of the site
CSRs are also responsible for performing, at the direction and discretion of the Manager of Client Services, User Acceptance Testing (UAT) of new features/functions of the application completed by the development team
Minimum Bachelor’s Degree from a 4-year college or university
Superior written and spoken communication skills in English
Proficiency in Microsoft Office (Word, Excel, Outlook)
Experience with Adobe applications including Acrobat Professional, Reader, and Distiller
Proficient with Windows Operating systems XP and higher
Must be able multitask in a fast-paced environment, work well with people from a variety of different backgrounds and cultures, build relationships with clients and co-workers, work independently and as part of a team, take active measures to solve problems and commit to a high level of service

Client Services Representative Resume Examples & Samples

Managers who are approachable and recognized for their ability to coach and mentor the associates on their teams
A shared desire to do meaningful work alongside bright, engaged people
Comprehensive, paid training beginning your first day of employment
Opportunities to learn and educate others about the mutual fund industry, no sales or advising is involved
Receiving inbound calls from shareholders and financial advisors across the country
Helping callers manage their mutual fund accounts by completing on-line account transactions, such as investments, redemptions, and account maintenance
Educating callers on American Funds’ services and broader industry policies
Researching and resolving customer inquiries in a timely manner
Providing telephone support to website users
Customer service experience in any industry preferred
An interest in learning about financial services (no prior industry experience is necessary)
The ability to learn and apply considerable amounts of information
Excellent PC/Internet skills
Flexibility to work additional hours as needed

Client Services Representative Resume Examples & Samples

Observe procedures and best practices to reduce occurrence and severity of potential mistakes, escalate issues promptly to Management and participate in the continuous improvement of processes
Prepare the relevant regulatory reportings for the region (Australia, Singapore…)
5+ years experience with ETD (Exchange Traded Derivatives)
Knowledge on Commodity
Previous experience in a client facing role
Good interpersonal and communication skills, sense of service, and flexibility are essential requirements
Fluent in written and spoken English and Mandarin

OTC Clearing & FX Client Services Representative Resume Examples & Samples

Foster superior Client Service culture through all possible actions
Ensure Client Services staff maintains a strong relationship with top tier clients through regular visits and meetings as often as necessary
Through regular interaction and working closely, have a strong understanding of stake holders expectations (Business Lines, Legal, Compliance, AML, Risk, and other areas within Operations) to ensure consistency both locally and transversally
Continue to develop and cultivate an open and strong relationship with the business line and other key stakeholders
Be a day to day for customer management, proactive contact needs and reacting to any issues
Ensure client and business requirements and associated operational solutions are communicated to meet customer expectations
Active participation in events, forums and client meetings
Extensive knowledge and experience in the different products across OTC instruments, the regulatory drivers and associated product flows
A detailed understanding of workflows and system flows throughout OTC clearing at other Primes
Good understanding of ‘best practice’ systems and vendors for OTC Clearing
Ability to balance demands of change management against a backdrop of exceeding client expectations
Ability to explain complex workflows, and ‘best practice’ Roles and Responsibilities and document controls enhancements as required
Assisting with performance analysis and process improvement
Client Service within an OTC Clearing front office or FXPB middle office/Operations experience at team leadership
Large and comprehensive knowledge of Clearing products as well as associated Operations processes

Client Services Representative, Commodities Resume Examples & Samples

Responsibility for ensuring that you are fully aware of and adhere to internal Policies that relate to you, your business or other businesses for which you have any level of responsibility. It is your responsibility to ensure compliance with operational risk requirements (e.g. Golden rules, security policies and regulatory requirements)
Responsibility for managing, controlling, preparing and escalating risk within the scope of your position
Responsibility for reading, understanding and complying with the Company’s Conduct and Standards and corresponding regulations. You will be notified of changes to policies in a timely manner through announcements and/or intranet updates

Client Services Representative Resume Examples & Samples

Working within the Client Services team you will be asked to perform following duties
Day to day account management for clients on world-wide markets including
Trades and cash breaks monitoring and clearing
Settlement issues
Balance conversions
Collateral managements, brokerage and interests queries, cash adjustments, IT queries, static data, corporate actions, dividends
Management of the daily client margin calls and treasury reports
Dealing with the daily client files for reporting purposes
Client liaison regarding exercises/assignments, first notice and last trading day notification and tracking, expirations and physical deliveries management
Client liaison regarding cash management, interest, commissions and fees
Dealing with all queries from clients ensuring problems are resolved promptly and efficiently
Supporting and developing the Management of client relationships, including visits, Service Level reviews, keeping up to date records on client issues, minutes, hierarchy structure, development and problems
Develop and maintain the relations between CS/Ops and the business lines, Account Executives and the Relationship Management group
Demonstrate, promote and foster a strong working relationship between CS/Ops and other support functions
Escalate material problems and issues in a professional manner to your direct reporting line
Have a detailed knowledge of SG Portal offering and able to assist and help the client and the team to utilise its full functional suite
Use Management Information System (MIS) and Know Your Client (KYC) reporting
Participate in projects to improve processes and workflows
Any other ad hoc tasks as required for the role
Ensure Financial Crime prevention and Compliance procedures (Compliance manual) are applied, enforced and followed
Take ownership for your own training ensuring you are fully competent on all areas that impact your role
Ensure you keep an open communication channel with your supervisor and / or manager through out the day, escalating any issue that is outside of normal day to day activity
Act with integrity and due skill, care and diligence in carrying out your duties. Your actions should always be able to satisfy high standards of scrutiny
Observe proper standards of market conduct. Responsibility to ensure that you take reasonable steps to be fully aware of, understand and comply with all regulatory requirements from all regulatory bodies that are applicable to your business
In the event of any doubt about your role, responsibilities or questions surrounding escalation, please refer to your direct report or local management immediately

Client Services Representative, Night Team Resume Examples & Samples

Engage with existing clients and generate new client leads
Consistently represent the brand attributes to engage the client at every point of contact in the client life-cycle
Bachelor’s degree or an equivalent combination of education and customer service experience
Ability to handle and deliver multiple projects simultaneously is a must
Strong attention to detail and the ability to work independently and as part of a dynamic team
Excellent consulting, problem solving, and analytical skills
Ability to think critically and willingness to ask questions
Very high level of organizational and time management skills

Client Services Representative Resume Examples & Samples

High school diploma or equivalent required. Associate's degree preferred
Previous experience in a medical setting is preferred
Knowledge of medical terminology and transcription is also preferred
Computer proficiency is necessary in addition to excellent interpersonal, organizational, and communication skills
Must be able to work under minimal supervision in a high volume setting

Client Services Representative Portfolio Specialist Resume Examples & Samples

A solid foundation in investment finance concepts, including a thorough understanding of capital structure
Ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree
Proven experience interacting directly and demonstrating influence, as well as a service-orientation, with external clients
Experience operating a function and/or designing or improving processes; and

Client Services Representative Resume Examples & Samples

Bachelor’s degree or equivalent work experience combined with a technical school certification
Minimum of 3 years of call center experience, minimum of 1 year in the technical support area and desired 2 years in customer service
Strong PC, mainframe, Internet knowledge, problem solving, analytical, and customer service
Strong troubleshooting and analytical thinking skills
Advanced English Language skills, both verbal and written
Salesforce experience a plus

Client Services Representative Resume Examples & Samples

Address and resolve any daily operational service issues and customer requests in a timely and efficient manner
Address and resolve any NIGO (Not In Good Order) items in a timely and efficient manner
Identify issues that need to be elevated and escalate to appropriate resources
Provide client service support to: Advisor inquiries and Internal Wholesale support team
Monitor and respond to client email communications
Escalate unresolved investor and/or advisor complaints for resolution
Monitoring of call activity reporting against benchmark SLA metrics
Production of call centre reporting
Field and resolve activities relating to our direct investors
Assist with the management of dealer relationships and support of the dealer's back office needs
Experience within a Mutual Fund and/or segregated fund call centre and operational support
Operations or Canadian Securities Course would be an asset

Client Services Representative Resume Examples & Samples

Four years of professional work experience or equivalent internship
Demonstrate agility across competing priorities and changing expectations
Global cultural orientation and excellent interpersonal skills
Fluency in English required, knowledge of additional languages would be useful
Must demonstrate good judgment and mature business skills
Ability to use standard office software such as Word, PowerPoint, Outlook

Client Services Representative Resume Examples & Samples

Detailed analysis, testing and triaging of client software issues
Act as a liaison and primary point of contact between client and internal departments in facilitating issue resolution and/or software delivery
Lead multiple client issues and inquiries in an energizing environment
Maintain an understanding of clients' business and processes to better assess areas of improvement or opportunities for additional application training
Lead implementation of proposed solutions of issues or application enhancements
Build and maintain client relationships and maintain high levels of client satisfaction
Ideally 1-3 years of client support experience, open to recent graduates
Excellent written and verbal communication, and social skills
Ability to prioritize effectively, multitask, and manage time appropriately
Proficiency in Microsoft Office Suite
Ability to problem solve and work in a fast-paced, collaborative environment
BS/BA degree in Business, Technology, or related field

Client Services Representative Resume Examples & Samples

Take ownership and track a variety of ongoing complex enquires ensuring that the relevant internal departments are followed up with to guarantee client issues are closed out
Articulate a full understanding of Broadridge's proxy process in order to demonstrate a full awareness of multiple Broadridge products and services available to clients
Provide demonstrations to new clients by webex and via conference calls of Broadridge's client facing platforms
Co-ordinate client onboarding/conversions and assist with client testing where applicable
Keep abreast of local market updates, changes in regulation, market practice and share knowledge with client/team
Perform other duties/responsibilities as needed or assigned by the team leader
LI-JF1

Listed Derivatives & OTC Client Services Representative Resume Examples & Samples

Single point of contact navigating the organisation for our clients
Ensure that client reporting is accurate and dispatched in a timely manner
Ensure accurate and timely collateral management, meeting both regulatory requirements and client requests
Resolve trade and collateral breaks
Ability to calculate and adjust P&L figures
Ensure accurate commission and billing
Develop and maintain relationships with clients, and internal stakeholders
Keep up to date with changes and upcoming functionality
Propose developments to improve our clients' experience and make our processes more efficient
Work with IT to develop and rollout new customer technology
Ensure that clients' accounts are setup in a timely manner with both internal and external parties
Escalate effectively to management in a timely manner
Strong client service experience in derivatives
Prior Listed Derivative or OTC Clearing experience favoured
Strong interpersonal and relationship management skills, being able to communicate clearly and concisely
The ability to work under pressure and multitask
Possess robust analytical skills, an attention to detail and a keen awareness of risk
Candidate should be a self-starter with the ability to work either on their own initiative as well as be a solid team player
Possess an ability to identify and deliver process improvements
00am - 5.00pm
00am - 6.00pm
00am - 7.00pm

Client Services Representative Resume Examples & Samples

Process detailed, error-free programs
Provide superb customer service to all assigned clients by guiding them through the sales process
Assist and contribute to the development of client proposals, presentations and analyses
Create and update internal /external reports
Act as a liaison between clients, sales management team and sales support departments
Review and approve billing prior to client invoicing
Developing competitive tracking insights
Developing market list strategies that will enable clients to most effectively target their customers
Assist in invoice reconciliation
Work with the team to improve account management process
Generate and manage program timelines
Assist in training new account coordinators
Ad hoc projects

Laboratory Client Services Representative Resume Examples & Samples

Supports patient care by effectively navigating complex computer and phone systems, while following all RT-PLMI and departmental standard operating procedures for both internal and external customers
Builds and maintains client relationships by providing exceptional service with a positive, professional and empathetic demeanor in all forms of communication
Provides support to LCSR I on emergent and complex issues
Acts as a mentor to LCSR during initial training and task expansion
Participates in hiring committees as requested
Researches and reports patient test results to authorized caregivers
Researches and responds to requests for test information, specimen requirements, supplies and fees associated with internal and referred laboratory testing
Creates and modifies patient orders and demographics by following complex ordering procedures and utilizing multiple ordering systems
Processes requests from clients to have patient specimens picked up
Provides education, guidance, and troubleshooting to customers regarding available resources and application utility
Exercises careful deliberation and judgment while responding to emergent situations in order to best serve patients, caregivers, RT-PLMI and Cleveland Clinic
Demonstrates excellent information management skills through case ownership, prioritization, handling, documentation, reporting and follow-through
Exhibits a commitment to accuracy, thoroughness, timeliness
Resolves complex situations that require escalation from LSCR I and the Laboratory Client Services Coordinator, or additional levels of supervision
Two years of laboratory experience required. One year customer service experience required
Basic computer skills in Microsoft Office with the ability to learn new software

Client Services Representative Resume Examples & Samples

BA/BS required
5 years customer service experience (credit related a plus)
Must be flexible to work any shift between 7am - 7pm
Ability to plan, organize and prioritize workload in an efficient manner
Proven track record of over-achievement working well in team environment
Demonstrated ability to resolve conflict at any level
Knowledge of Experian products, services and systems preferred
Superior customer service skills/critical thinker/problem solver
Strong PC / internet skills
Knowledge of Salesforce.com

Client Services Representative Resume Examples & Samples

Respond professionally, accurately and efficiently to employer inquiries received by phone, email and written correspondence regarding the administration of their plans and ICMA-RC services and products
Work cohesively with other ICMA-RC departments and divisions in coordinating and delivering responses to employer inquiries and problems
Assist with special projects and rotating team functions such as Fees & Billing, Audit Requests, etc
Serve as a primary contact and become a subject matter expert for those clients specifically assigned in order to consistently address their needs and foster a higher level of client relationship

Client Services Representative Resume Examples & Samples

To promptly and accurately resolve email and telephone enquiries from clients about their proxy voting requirements
To ensure all email and telephone enquiries are resolved to a very high standard and all responses fulfil the client's expectations
To take ownership of and to track ongoing and complex enquiries with various internal departments to ensure the actions are completed and the appropriate responses are closed out with the client
To produce reports for clients based on systematic and manual output
To issue email alerts to clients along with any relevant supporting documentation to facilitate proxy voting
To process ad hoc administration requests from clients in line with pre-defined Service Level Agreements
To articulate a full understanding of Broadridge's proxy process and to demonstrate a full awareness of multiple Broadridge products and services available to clients
To co-ordinate and actively participate in client meetings and service review discussions
To ensure the client understands the complete Broadridge proxy voting processes and vote platforms available
To set up and lead regular conference calls with your allocated clients and to keep a record of all actions and minutes from these calls
To track client issues/requests and to monitor progress through to successful completion
To co-ordinate client on-boarding/conversions and to assist with client testing where applicable
To provide demonstrations to new clients by webex and via conference calls
To build an effective and professional working relationship with your client base and to deliver a world class service at all times
To keep abreast of local market updates and changes in regulation and market practice and to share knowledge with clients/staff internally where applicable
To participate fully as a team member within the Client Service team and to share knowledge and ideas to improve client satisfaction and service delivery
May perform other duties/responsibilities as needed or assigned by the team leader
eF_TA1

Client Services Representative Resume Examples & Samples

Serves as primary point of contact for internal and external clients and various departments/divisions to resolve outstanding issues, comply with customer requests, and respond to client inquiries
Provides support in research and resolution of problems and inquiries
Interfaces with clients to determine present and future needs and discusses progress toward solutions
Coordinates with clients, relationship managers, and other appropriate areas to ensure clients are properly serviced, paperwork is properly executed, and all operational arrangements are in place to service assigned accounts
Prepares monthly and quarterly sales and departmental reports
Keeps abreast of new products/services and changes to existing products/services
Maintains comprehensive knowledge of applicable products, services, and company policies and procedures
Identifies additional opportunities to provide more products, services or other resources to customer and refers to managing director/relationship manager
May participate in business reviews to learn about clients' strategic direction as well as gain a good understanding of the products and/or services FIS is offering
Participates in client loyalty process by informing assigned clients of process, encouraging clients to respond to survey information in a timely manner, participating in follow-up discussions and developing action plans to address any negative comments
Other related duties are assigned as needed
Communicates ideas both verbally and in written form in a clear, concise, and professional manner
Requires working knowledge of FIS products/services as well as general banking operations and procedures
Ability to understand and apply concepts
Ability to handle projects commensurate with job expectations
Requires excellent presentation, writing, organizational, analytical, and problem solving skills
Requires human relations, negotiation and documentation skills
Flexibility, versatility, dependability

Client Services Representative Resume Examples & Samples

Associate’s degree or equivalent education required
Minimum two years laboratory/medical environment experience preferred
Advanced computer skills with data base knowledge
Customer service focus/orientation and previous customer service experience required
Good verbal, written, interpersonal communication
Problem solving skills a must
Must be a critical thinker
Ability to deal effectively with others in stressful customer service situations
Must be able to work independently or with minimal supervision required

Client Services Representative Resume Examples & Samples

Answer incoming phone call, online chat and email communications from 1st Global financial advisors, assistants and clients
Operating with the highest standard of service quality, a CSR owns the issue from the time a work item is received through its resolution by working in a detailed, timely and collaborative manner. Common issues presented may include (but are not limited to) the set-up of new accounts, transfer of assets, money movement, advisor compensation, and data or account problem resolution
Using internal systems and platforms, CSRs document and resolve all contacts with advisors, assistants, third parties, and end clients
Act as a liaison internally by working collaboratively across various internal departments to resolve complex issues
Assist other departments as requested
Assist with identifying and implementing new processes or procedural improvements
BA/BS in Business, Finance or a related field preferred, or the equivalent work experience in a related industry
Ability to work non-standard hours to accommodate time zone differences
Ability to work with a sense of urgency while maintaining a high level of quality and meeting service standards
Exceptional client service and phone skills
Strong attention to detail and ability to multi-task
Ability to work effectively independently, as well as in a team environment
Strong computer skills, including proficiency in MS Office applications

Emro Client Services Representative Resume Examples & Samples

Work closely with the MRO vendor, clients, clinicians, and other eScreen employees to ensure documentation accuracy and time efficiency for all results requiring medical review
Document detailed information related to client/donor interaction and review-related issues
Answer phone calls, and/or emails from clients, donors, clinicians, and laboratories relating to results, testing, documents processing, reporting, and other issues
Maintain the processes required for compliant medical review, and assist in the resolution of issues related to that process
Coordinate receipt of source documents with the MRO; resolve questions, inconsistencies, or missing data on the documents under review
Compile, sort, and verify accuracy of all results in the MRO review process
Request documentation from vendors, clinics, or clients as required to complete the review process
Perform extensive follow-up with the client and other co-workers to assure completion of review in a timely manner
NOTE: In the event the candidate does not meet all requirements, the interviewer has the authority to hire at their discretion
Proficiency with Microsoft office (Word, Excel, Outlook)
Federal DOT drug testing regulation knowledge is preferred

Client Services Representative Resume Examples & Samples

Respond to client questions via email and phone
Utilize tracking system to document client issues
Maintain ownership of issue until resolution is provided
Escalate client application issues to Support Manager as necessary
0-2 years’ experience
Experience working in Control Room or Compliance Office for a Financial Services firm is a plus
Familiarity with Broker Dealer, RIA, Financial Services terminology
Support background with experience working with users and troubleshooting issues is a plus
Dynamic and energetic personality with entrepreneurial spirit
Excellent interpersonal and organizational skills (team player)

Client Services Representative Resume Examples & Samples

Ensures that all order and inquiry related Business Cases are addressed in accordance to defined global principles and guidelines within the agreed global Service Level Agreements. This entails entering orders in our systems including customer information and product codes and responding to partner inquires via systems, email and/or phone
Establishes scalable partnerships to deliver solutions to global partners. Collaborates with cross-functional teams to deliver efficient service solutions to global partners and customers
Maintains good working relationships and communications with multiple internal stakeholders and external partners to facilitate all transactional and operational activities. Including obtaining approvals and generating ad-hoc reports
Fluent in English and Italian. Other languages an advantage
Analytical skills/Ability to identify trends, you have the initiative to work with the appropriate channels to drive corrective and preventative actions
Digitally native, you use social media to communicate with others

Client Services Representative Resume Examples & Samples

Demonstrated outstanding service orientation with clear verbal and written communications
Willingness to answer phones, research questions and document all customer interactions
Flexibility to operation in several systems platforms and balance tasks throughout the work day
Ability to multitask in handling customers on various reporting platforms and email queues
Fostering a customer service culture that strives for 100% customer satisfaction
High School degree or higher
Call center experience strongly preferred
Understands productivity and quality objectives
Strong computer skills on various computer systems
Positive and helpful attitude
Punctuality and attendance
Initiative and Attention to detail
Flexible work schedule (shifts run from 7am CT through 7pm CT)

Client Services Representative Resume Examples & Samples

Notify clients of abnormal and repeat test results, phone results, corrected results, delays in testing, cancellations, and problem orders
Respond to requests for information concerning current and test results, specimen requirements, turnaround time, reference ranges, specific test problems, supplies, additional testing, repeat tests, telecommunications, distribution problems, and other miscellaneous information
Assist in following up on client education to assure proper use and understanding of Investigator Manual, requisitions, specimen requirements, courier service, and other service related functions
Coordinates client information and interacts with Operations Staff and Account Managers
Escalates issues as appropriate using established protocols
Document reporting or call history in the required format and maintain complete and accurate records
Alert Supervisor of client dissatisfaction
Key demographic information into the computer for request forms with missing information
Monitor fax and e-mail transmissions systems
Participate in training sessions
Provide daily activity report to Supervisor
Contributes to Team effort by accomplishing related results as needed
Perform other related duties as directed by supervisor

Senior Client Services Representative Resume Examples & Samples

Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to assisting in the processing of wires and fund transfers, bill payment, cash movement, gift processing, updating client databases, preparing required documentation, opening and closing accounts, processing banking transactions such as check cashing and deposits, among others, meeting preparation, maintenance of accurate and complete account records, imaging of documents, and researching of client issues and preparation and submission of monthly and quarterly branch audits
Keeps abreast of new or existing Northern Trust and Wealth Management products, services and compliance requirements with an eye on expanding client relationships and fostering new business. Participate in external banking marketing activities where appropriate
May serve as a mentor to fellow client service representatives, offering guidance, encouragement and direction as needed
Strong knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience is required in order to skillfully assist relationship management teams in processing client servicing needs
A minimum of 2 years teller experience is preferred

Client Services Representative Resume Examples & Samples

Proven proficiency in managing large volumes of client enquiries by email and telephone
Experienced and passionate about driving high client satisfaction results and overall client advocacy
Self-initiated to gain the knowledge necessary to perform job duties at a high level in a changing environment
Solution oriented with analytical problem solving skills
Excellent written and verbal communication skills - confident and articulate
Strong attention to detail and the ability to maintain performance under pressure and to tight deadlines
French language skills essential

Senior Client Services Representative Resume Examples & Samples

Clear, effective, and accurate verbal and written communication skills required
Organizational and prioritization skills sufficient to effectively manage multiple, concurrent initiatives in a deadline-driven environment required
Self-discipline sufficient to work with minimal supervision required
Ability to embrace and comply with Conifer Patient Communications policies and Corporate Ethics guidelines required
Handling of all PHI (Protected Health Information) and Patient Identifiable Data with discretion and confidentiality required
The incumbent will have no fiscal responsibility
The above requirements may be met by the completion of a BA/BS degree. An Associate’s degree and three years in a relevant role may substitute for a degree. Graduation from High School and five years relevant experience may substitute for two years of college
Experience in a Marketing or Healthcare-related venue highly desirable

Client Services Representative Resume Examples & Samples

Understand luxury service expectations and the needs of the Moda Operandi customer
Effectively manage all service channels to ensure personalized luxury service is always provided
Develop relationships with key business partners to understand their role in the customer journey
Bachelor’s degree or equivalent experience in customer care in fashion and luxury goods retail
Demonstrated appreciation and understanding of the importance of customer care as a function of the business
Contribution of ideas within a team to improve the customer experience
Excellent work ethic, drive to deliver the best and lead by example
Experience as a Sales Assistant or similar within a luxury goods environment such as retail, hospitality or travel
Demonstrated ability to trouble shoot as well as take a proactive approach to sales and service
Proven track record of building professional relationships, building a rapport with customers and confidently dealing with demanding clientele
Articulate with exceptional writing skills, including a high standard of spelling and grammar
Outstanding interpersonal skills and ability to build and maintain relationships in all scopes of business
Exceptional organizational skills and ability to prioritize in a fast-paced, rapidly changing environment
Keen eye for detail and organization
Experience with Microsoft Office applications
Previous working experience of using a contact management/CRM system desirable
Knowledge of data protection issues desirable but not essential
Drive to innovate and support a rapidly growing team
Engage customers by effectively delivering compelling and innovative copy that attribute to the overall success of the site
Comprehensive understanding of the fashion and luxury goods industry, consumer products and personal technology industries, and trends affecting them

Associate Client Services Representative Resume Examples & Samples

Attains and keeps current with the knowledge and skills required to provide information, service and assistance in response to all inquiries
Available as assigned to accept calls in a professional and courteous manner. Determines the nature of the call and takes all possible action, including research, completing forms, or any follow up, to expeditiously ensure the provision of accurate information, service and assistance upon first contact
Acquire knowledge of all claims systems applications and member service systems
Prepares and forwards appropriate requests to operating areas to accomplish action required as a result of the inquiry
Checks INFO/INSINQ inboxes to ensure completion and necessary follow up action. Obtains required information and makes a callback when necessary to complete action on inquiries
Meets quality performance standards and works within established time frames
Acknowledges each piece of mail and responds to written inquiries either by telephone or letter as required in a professional manner
Advises the Supervisor when any of the above accountabilities cannot be performed because of matters beyond the control of the Representatives, such as system, procedural, or administrative errors that indicate a trend
Supports the area in the on-going use of TQM principles in a continuous quality improvement process
Minimum High School diploma or equivalent; Bachelor’s degree preferred
1-2 years proven work experience with customer contact
Exceptional customer service, problem solving and communication skills
Demonstrated strong inter-personal skills
The ability to research and analyze information from various systems, make responsible decision and demonstrate customer focused professionalism at all times is necessary

Client Services Representative Resume Examples & Samples

Proposal preparation, presentation preparation and campaign management
Consumer demographic, database searches, and analysis
Proof submissions, corrections, and approvals
Develop and deliver progress reports and required documentation (i.e. forecast, ROI, campaign results, and sales strategy)
Liaise between sales department and other departments
Provide direct support to Team (in person and via phone). Will function as the go to person when the Account Lead is out of pocket
Proactively manage changes in project scope, identify potential crises, and devise contingency plans
Help update contacts in Salesforce
Supports billing process, credit issues, open orders and nonpayment issues

Client Services Representative Resume Examples & Samples

Ensures that all Business Cases are addressed in accordance to defined global principles and guidelines within the agreed global SLOs
Ensures high level of partner satisfaction and responsiveness to escalations resolutions
Takes ownership of partner on-boarding processes and trainings and contributes in global initiatives for enhancing overall partner experiences
Maintains good working relationships and communications with multiple internal stakeholders and (external) partners to facilitate all transactional and operational activities

Client Services Representative Resume Examples & Samples

Assisting Local Account Executives with
Local contract order entry
Recapping campaigns through pre and post logs and posts
Providing duplicate invoices, monitoring adjacencies on a weekly basis
Filling dub requests
Pulling clips from Volicon
Compiling weekly budget reports
Setting up new advertisers in the contracting system
Compile qualitative and quantitative data through the use of Kantar and Marshall Marketing
High School graduate; college degree preferred
Strong math aptitude
Strong computer skills; i.e., World, Excel, PowerPoint

Client Services Representative Resume Examples & Samples

Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services
Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices
Coordinates problem resolution with appropriate departments. Informs customers of standard procedures or resolution of problem
Follows up, either verbally or in writing, to ensure customer satisfaction
Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies
Acts as a liaison between clients and company. Provides feedback to sales, quality assurance and product management
May compile information, prepare reports or summaries, and submit for review
Recommends changes to existing policies and procedures
May provide guidance to less experienced representatives
Company policies, procedures, practices, products and services
Banking operations, procedures, and policies
Mathematical abilities sufficient to process and balance daily business transactions
Written and verbal communication skills sufficient to interact effectively with external and internal clients
Organize and prioritize workload to meet deadlines
Provide courteous, timely service when addressing client issues and transactions
Use good judgment in responding to complex client issues
Coach staff on client services issues

Client Services Representative Resume Examples & Samples

Arizona adult education programs and high school equivalency policies and procedures
Principles and practices of effective written communication
Basic mathematics, data entry, grammar, spelling, and punctuation
Business professional writing and formatting techniques
Customer service focused and a self starter
Organizing and planning
Customer and interpersonal relations
Microsoft Office Suite (Word, Excel, Access, Outlook, and PowerPoint) applications and peripherals
Organize, schedule, and utilize time well
Work independently and as part of an effective team
Prioritize and manage multiple assignments
Flexibility and able to adapt to changing priorities
Consistently follow documented and measured procedures

Trading & Client Services Representative Resume Examples & Samples

Provide excellent customer service in a professional manner
Understand, comply, maintain and reinforce regulatory and firm policies and procedures/guidelines
Proven expertise in Microsoft Desktop Operations systems (Windows 7, WindowsXP, Apple Mac OS X)

Senior Client Services Representative Resume Examples & Samples

Independent, logical thinker with proven ability to perform detailed analysis and make recommendations
Ability to mediate with internal partners for resolution of complex issues
Ability to exercise sound judgment in assessing risk of failures and escalate issues to management
Ability to be resourceful but know when to engage others for support, escalate for help or ask clarifying questions
Above average communication skills - Strong interpersonal, verbal and writeen communication skills, excellent listening skills, and organizational skills
Above average troubleshooting skills, with ability to research and articulate complex process breakdown issues with trends
Ability to handle high productivity standards, at exceptional quality. Requires ability to work at a rapid pace while maintaining accuracy
Proficient understanding of Hosptial Revenue Cycle Services
Proficient data entry and typing skills
Must be a team player – Always willing to help in whatever way possible and go the extra mile to get the job done
Bachelor’s Degree, preferably in Business or Health Care, or equivalent experience preferred
Extensive or minimum 3 year experience as a client relations specialist/representative or similar position preferrebly in the healthcare industry
Ability to sit at a computer terminal for extended periods of time
Ability to work extended hours when required
Call Center environment with headset and multiple work stations within close proximity

Client Services Representative Resume Examples & Samples

Serve as primary point-of contact to all clients and prospects for all operational issues in the Technology and Life Sciences group
Work with Relationship Managers, as necessary, to remain consistency through the Loan process
Monitor all monthly documentation deficiencies for assigned lenders and work to clear deficiencies as quickly as possible
Responsible for ensuring compliance with all laws, regulations, policies, procedures and audit requirements related to deposits, AML, RegB, wire transfers, daily and daylight overdrafts, and ACH exceptions; may include wire transfers
Assume primary responsibility and act as point person for unit audit requirements, preparations, and follow-up and provide compliance updates and track or ensure the tracking of compliance training for all staff in loan group
Responsible for all deposit accounts or overseeing deposit accounts, including working with Comerica Banking Centers to open up new accounts, ensuring new account packages are completed correctly and assisting client with all account matters
Responsible for maintaining the office vacation calendar, providing back-up coverage to co-workers, training and cross-training team members as appropriate to ensure adequate depth of skill sets

Client Services Representative Resume Examples & Samples

Use provided information to create scope of work sections for inclusion in Letters of Payment Authorization (LOPAs)
Assist in coordination of proposals/business plans for the Global Sales and Strategic Account teams
Create and maintain department files
Assist with the preparation of marketing and client services presentations
Experience: 1-2 years customer service or related experience

100

Client Services Representative Resume Examples & Samples

Documenting the patient’s account with pertinent data relating to the reason for the telephone call
Researching hospital patient complaints relating to billing and charges
Place accounts on hold while researching and reviewing patient complaints. Follow-up on accounts placed on hold in the Client Services Research FSC
Provide feedback to the patients post complaint review
Handling the National Patient Service Center warm transfers for all business
Corresponding with collection agencies in order to coordinate the resolution of billing and reimbursement
Processing work files received from the NPSC in an expected timeframe, taking the appropriate action in IDX as required by TeamHealth Guidelines
Reviewing and processing incoming correspondence (fax and mail) from patients, insurance carriers, and attorneys, taking appropriate action as indicated
Handling and negotiating with patients who have payment responsibilities. This may include using judgment on the set up of budget plans or the exercise of protocol to offer discounts for payment of the bill
Providing feedback to Management on issues identified as a result of working patient accounts
The Client Services Representative shall speak articulately, politely, and be able to interact with patients, medical directors, and hospital administration to provide customer service and resolve accounts
The Client Services Representative shall have a complete understanding of the Billing System and the Medical Insurance industry and be capable to interpret billing on IDX, correct errors, adjust accounts and resolve insurance matters
The Client Services Representative will serve as a backup to Senior Patient Service Rep in reviewing and processing information received via the TeamHealth website, making appropriate updates to the patient’s account in IDX
The Client Services Representative shall comply with mandatory requirements at the direction of the Manager
Complete tasks accurately, maintaining quality standards
The Client Services Representative shall be productive and maintain service levels as defined by management
The Client Services Representative shall adhere to HIPAA Privacy Rules
Ability to provide excellent patient and customer service by speaking articulately and understanding physician billing
Ability to use PC, Internet, and IDX PCS Applications
Ability to perform duties independently with general supervision
Ability to follow through on account resolution
Ability to understand advanced insurance matters, billing, TeamHealth billing policies and procedures, as well as CPT, and ICD-9 codes
Typing and PC skills
Medical terminology a plus
Customer Service experience in a fast paced setting required
ACD Experience preferred
Preferred bi-lingual, Spanish
Experience with computerized medical billing
Experience working with patients

101

Client Services Representative Resume Examples & Samples

Generate SOWs that clearly and concisely define both the needs of the Client and the deliverables of CRL
Act as a central conduit for SOW generation, review, and approval communications between Clients and CRL staff
Apply knowledge gained through frequent communication with Clients and partner with CRL operations to assist with prioritizing ongoing workload in order to manage and meet competing project deadlines
Ensure that each SOW is issued as an error-free document; including pricing, execution schedules, technical details, deliverables, and contractual terms
Maintain knowledge of site-specific technologies and systems, and in relation to industry practice and expectations of analytical testing programs for the clinical development of protein biopharmaceutical products
Assist with Accounts Receivable with invoicing/billing questions in regards to SOWs
Create and maintain electronic SOW l files
Education: Bachelor’s Degree (B.A./B.S.) or equivalent in biochemistry, biology or other life science required
Experience: Four (4) years laboratory experience analysis of proteins or peptide products
Experience in CRO/CMO industry and familiarity with GMP manufacturing or operations preferred
Certification/Licensure: None
Other:Strong communication, influential and interpersonal skills. Organizational skills and attention to detail required. Proficient in word processing, spreadsheet, and database software. Self-motivated and confident in regards to initiating contact with Client’s to obtain programmatic and technical requirements of the program, as well as the required structural and technical details of their test samples

102

Client Services Representative Resume Examples & Samples

Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy
Bachelor’s or advanced degree is required
Experience in financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse) preferred but not required
Registrations: FINRA Series 7, 63 or ability to obtain licenses
Multi-language skills a plus

103

Client Services Representative Resume Examples & Samples

Experience: 1-2 years financial industry experience with trading or brokerage services preferred but consider recent college graduate
Education: Bachelor's degree in Finance, Economics, Business Administration or other related field
Certification/Registrations: Canadian Securities course and Conduct and Practices Handbook required within 6 months of the start date
Computer: Strong PC technologies proficiency preferred; Microsoft Word & Excel
Language skills: Fluent English and Chinese(mandarin) required
Strong quantitative/analytical skills
Excellent oral/written communication skills required
IB offers a competitive remuneration package including

104

Client Services Representative Resume Examples & Samples

Problem management with focus on wide scale service issues. Core competencies include, but are not limited to: trade and margin analysis, a wide range of products (cash market and derivatives) and global exchanges, order types, and transmission and execution inquiries
The candidate must possess general market knowledge in futures, options, and the equities markets. Previous customer service experience in a financial services or banking operations environment required
Investigate customer inquiries regarding trade-related issues (e.g., executions, position liquidations, order trigger conditions, trade cancellation requests, product availability & attributes, order types and routing logic etc.)
Assistance with trading platform operation and features; analyze and test existing systems and procedures in order to recommend and assist in the implementation enhancements
Respond to inquiries, concerns and complaints from existing and prospective customers via telephone, e-mail, and on-line chat to achieve a solution that is mutually satisfactory while complying with policies, practices and procedures
Must demonstrate excellent troubleshooting and problem resolution skills required to bring problems quickly to a resolution
Order status, settlement, exercise & assignment, expiration processing, and corporate actions
Experience: 2 years financial industry experience with trading or brokerage services preferred but consider recent college graduate
Certification/Registrations: FINRA Series 7, 63 - If not registered Interactive Brokers will sponsor FINRA SERIES if employee is willing to obtain
Language skills: Fluent English and Chinese(mandarin)required

105

Trust Client Services Representative Senior Resume Examples & Samples

Provides daily administration and maintenance of assigned accounts including accurate account transactions and processing
Has sole responsibility or may share responsibility for client’s service delivery ensuring clients’ needs are met and within expectations
Monitors account cash balances, overdrafts and aged receivable status
Sets up accounts following departmental and company policies and guidelines
Maintains high fiduciary standards to prevent losses due to administrative errors
Contributes to review and assessment of policies and procedures
Assists in reviewing and assessing policies and procedures to meet regulatory compliance and customer needs
Maintains satisfactory audit rating on assigned account relationships
Develops and trains junior staff in understanding work priorities, complex accounting issues, and reporting and documentation matters as well as assisting with development and performance plans

106

Client Services Representative Resume Examples & Samples

Recruiting health insurance brokers to sell insurance health benefits to the group
Generate leads and contact potential clients
Contact existing clients to explore new business opportunities
Maintain client database
Weekly and monthly reporting

107

Client Services Representative Resume Examples & Samples

Handle in-store and telephone inquiries in a prompt, professional and courteous manner while working to ensure first call resolution with every inquiry
Input and/or update data and file information efficiently and accurately
Ensure all inquiries resolved in accordance with department and HBC policies, procedures and standards
Assist in the achievement of department and company results by always being conscious of priorities and the needs of the department
Maintain an acceptable attendance and punctuality record including adherence to schedule
Liaise with internal departments
Superior verbal communication and interpersonal skills with the ability to diffuse an emotional situation
Ability to respond to customers, co-workers, and Management in a professional and courteous manner
Excellent organization skills, follow-up, ability to multi task and willingness to learn
Strong computer skills and experience using Microsoft Office and the internet
Strong commitment to delivering exceptional Customer Service
Strong math skills (i.e. percentage calculations)

108

Client Services Representative Resume Examples & Samples

You might have worked in an administrative or customer service based role within a bank previously. This will mean you will probably have an understanding of how we operate
Be a multi-tasker, this role involves processing lots of customer information to a deadline. Time management will be key to ensuring your customers are surprised and delighted by our service
Have a "can do" attitude, you will find this role can be quite busy and you will want to take on the challenge!

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Client Services Representative Resume Examples & Samples

Contact patients via the phone to check-in on their therapy status, collect adherence information, and order therapy supplies
Handle inbound customer orders for medical supplies
Assist patients with any issues, and escalating appropriately when issue needs to be addressed by the local provider
Follow up with a sense of urgency on client and patient emails and system generated alerts
Create and maintain reports in Excel and report daily/weekly on individual activity
Maintain client account records, track deadlines, and manage tasks in web based tools
Foster strong customer relationships
Multi-task, prioritize and organize all calls and emails sent to you and assigned to you
Document all technical inquiries and customer-reported problems in the ticketing system, including the nature of the support inquiry and the resolution recommended; provide monthly metrics to management team
Adhere to company policies and procedures regarding customer service, and problem escalation
Adherence to a pre-defined schedule (Workforce Management)

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Client Services Representative Resume Examples & Samples

Handling inbound inquiries from customers, traders, and prospects
Managing data fulfillment via Excel and other similar applications
Provide customer training sessions via GoToMeeting
Make outbound phone calls to our VIP customers and traders
Convincingly communicate product value proposition to all levels of an organization
Using a reporting system to provide insight on support activities to management
Collaborating with sales to help ensure A+ customer satisfaction
Ensuring that the CRM is up-to-date with all prospect and customer information
Troubleshooting and documenting product issues for future product releases

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Client Services Representative Resume Examples & Samples

Administrative concepts and applications
Data entry and records maintenance
Research and evaluation

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Client Services Representative Resume Examples & Samples

 Communicate daily and meet face-to-face with high-ranking members of the banking industry
 Create modeling solutions for our clients using advanced financial risk management and technical knowledge
 Support existing implementations of Ambit’s risk and performance solutions and assist with business and technical questions regarding the use of our platform
 Collaborate with the product management, development and quality assurance teams to anticipate future industry needs
 Troubleshoot software errors and malfunctions to determine underlying causes and provide suitable solutions to clients
 Perform periodic quantitative software testing in preparation of upcoming releases

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Client Services Representative Key Account Services Resume Examples & Samples

Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues
Contribute to the development of client service systems, policies and procedures
Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy. Client inquiries typically encompass a broad array of themes including
Bachelor’s or advanced degree
Minimum 3 years experience in financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse)
Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email or online chat
In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed income
Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies
Computer: proficiency with Windows operating system and various MS applications (Word/Excel)

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Client Services Representative Resume Examples & Samples

Resolve routine customer requests with products or services via inbound, outbound calls, or the Internet
Speak with customers in a courteous, friendly, and professional manner using protocol procedures
Inquire, clarify, and confirm customer requirements and understanding of the solution. Provide additional customer education as needed
Qualify and establish inbound new customers requesting Sequenom Laboratories’ products and services
Participate in activities designed to improve customer satisfaction and business performance
Support field operations in maintaining support services for improved patient access to the Sequenom Laboratories’ portfolio of tests
Perform administrative support for medical record management, CRM data maintenance, and internal records to assure HIPAA compliance

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Client Services Representative Resume Examples & Samples

Assists clients with account status and account set up with consideration for contracting issues, state reimbursement, logistics and other parameters for establishing new accounts
Research, troubleshoot and resolve account problems and inquiries
Incoming/Outgoing calls: Result inquiry, specimen requirements, shipping instructions, supply orders, literature request, general technical question on assay, sample pick up, delayed results
Troubleshoot issues concerning patient samples or client accounts: turnaround time (TAT) issues, questionable results, specimen identification, clinical information, QNS, test request form issues, billing inquiries, etc
Point of Contact for Sales and Medical Affairs
Act as liaison between Medical Directors, Medical Affairs and Clients regarding result or treatment questions
Provide Sales/Marketing support and assistance with special requests
Monitor TAT for patients and clients
Monitor Problem Log daily. Resolve issues with clients in specified time per SOP & obtain written authorization & signatures. Document all required calls in client services database
Handle online reporting (vLink) and equipment contracts
Notifies clients regarding problem specimens
Mail/Fax patient reports and other administrative tasks as needed

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Client Services Representative Resume Examples & Samples

To assist CSD on the following three areas
Degree in Finance or Business is preferable but not mandatory
Fresh Graduates may also be considered

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Client Services Representative Resume Examples & Samples

Resolve support calls and email requests to meet or exceed service level objectives
Troubleshoot hardware, software, network, and printing issues
Maintain and troubleshoot Windows 7/XP and Mac OS Environments
Install and configure new hire hardware and software
Support Blackberry and iDevices
Document all incidents and service requests into call tracking system
Communicate resolution to end users
Assist remote users
Provide after-hours support
Conduct new hire setup
Bachelor’s degree or technical college preferred
2-5 years of experience at corporate helpdesk
Retail industry experience a plus
Experience with software including, but not limited to Windows 7 and XP, Mac OS, Microsoft Office 2010, Microsoft Outlook 2010, Active Directory Administration, and Cisco VPN
Technical knowledge of hardware including, but not limited to desktops, laptops, peripherals, printers, copiers, IP Phones, iPads, Blackberries, and iPhones
Proficient in PC and Mac
Familiarity with Sharepoint a plus
Familiarity with conference room AV technology a plus
Exceptional interpersonal, customer service, and verbal and written communications skills

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Client Services Representative Resume Examples & Samples

To manage a pool of clients across multiple Post-Trade Derivatives & Securities (PTDS) systems and to have in-depth understanding of the client deployments
To manage expectations of all internal and external stakeholders by communicating through meetings, verbal, written and email forms
To assist in the production of weekly, monthly and ad-hoc status reports to clients and managers that will clearly and proactively keep all parties updated
Client Account Management- act as the person on the ground to visit allocated clients within the region
Ensure regular meetings are held with the Client Services Level 2 team and Regional support managers to discuss client status and open issues
Schedule regular client meetings to discuss the Open Issues list and perform annual presentation of the product roadmap and release notes relating to scheduled system upgrades
Work with Senior Client Service Representatives to provide relevant metrics for client issues and enhancements, ensuring that monthly KPIs on service levels for Regional PTDS clients are created and updated accurately and in a timely fashion
Co-ordinate meetings where required between the customers and the relevant internal stakeholders to facilitate the resolution of issues in the most efficient way
Work with Senior Client Services Representatives to manage the prioritisation of client issues and escalation as needed to solve problems encountered, and to maintain a good customer relationship
Ensure that the support is performed in accordance with the customer contract/SLA
Assist in scoping/estimating new requirements for existing or prospective PTDS customers
At least 2 years’ experience in Support and/or client relationship management
Knowledge of Derivatives Markets and Products and Customer business processes and needs
Highly organised with good time management
Risk analysis
Quality follow up process and customer relationship management
Use of customer database (Support Force/Lotus Notes)
Running meetings
Analysis and preparation of performance monitoring indicators
Ability to work independently whilst being part of a growing global team
Fluent English and Cantonese

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Client Services Representative Resume Examples & Samples

Provide support via phone and email; must be able to handle high call volume and fast-paced work environment
Place equity, option, and mutual fund trades for financial advisors (“FAs”) and their clients
Act as liaison between FAs and numerous departments within the company to handle requests and to resolve problems
Receive, track, and resolve all customer service requests from FAs and retail investors (clients)
Problem solving; processing information by fax, email, mail, phone and HEAT ticket-tracking system
Perform user acceptance testing with I.T. on technology initiatives
Bachelor’s degree, preferably business-related, or equivalent of two plus years financial service industry experience
Series 7 and 63/66 license required
Ability to comprehend functions and procedures and disseminate that information in a clear and precise manner to others
Ability to work in a fast-paced, high call volume environment while maintaining accurate, complete, and high quality work in a timely manner
Ability to effectively handle difficult customer service situations
Ability to prepare and maintain confidential records and reports
Self-motivated team player and individual contributor
Excellent relationship building and communication skills, both oral and written
Strong PC skills including knowledge of MS Office Products and Internet preferred

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Client Services Representative Resume Examples & Samples

Act as first- and main point of contact for all customers, clients and guests throughout their ‘lifecycle’ within the training center
Is pivot between clients/guests and the various back office functions to ensure customer services delivery expectations are being met and/or exceeded consistently
Manages local customer requests on scheduling, schedule changes, remedial training, etc effectively and in support of the back office customer planning team
Takes ownership of any facility-, training-, administration- calamities that may reasonably influence the individual customer’s experience, acts as interface to the customer to ensure such are mitigated at all times and suggests initiatives to continuously improve our client services processes to the Customer Services Group Leader
Hotel, concierge, travel, customer service experience
Must be able to work in culturally diverse group
Must be willing to take initiative and be proactive as it relates to handling customer service issues
Demonstrate ability to be adaptable with the capacity to embrace change
Intermediate experience in Microsoft office products including Word, Excel and PowerPoint with emphasis on MS Outlook
Self starter – highly organized

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Senior Client Services Representative Resume Examples & Samples

To manage a pool of clients across multiple PTDS systems and to have in-depth understanding of the client deployments
To establish and maintain strong client relationships through regular close contact account management which will include regular face to face meetings, telephone and email communication
To produce weekly, monthly and ad-hoc status reports to clients and managers that will clearly and proactively keep all parties updated
To act as a point of escalation for production issues relating to allocated clients
Client Account Management- act as the person on the ground to visit allocated clients within the region. Ensure regular meetings are held with the Client Services Level 2 team and Regional support managers to discuss client status and open issues
Schedule regular client meetings to discuss the Open Issues list and also perform annual presentation of the product roadmap
Provide relevant metrics for client issues and enhancements, ensuring that monthly KPIs on service levels for Regional PTDS clients are created and updated accurately and in a timely fashion
Manage the prioritisation of client issues and escalation as needed to solve problems encountered and to maintain a good customer relationship
Contribute to the ongoing FIS business development via an added value understanding of the customer request in view of the market and industry developments
Identify and work to introduce process change to assist with ongoing improvements to Client Service levels
Act as a point of escalation for Client Services Representatives, ensuring any risks and critical issues are reported to Regional Head of Client Services
Development Value (areas of mobility)
Product / Project Manager
Business Analyst
Regional Head of Client Services PTDS
Managed Account Representative
Knowledge/Experience
At least 5 years’ experience in Support and/or client relationship management
Strong knowledge of Derivatives Markets and Products and Customer business processes and needs
Appreciated
Experience in one or more PTDS Product (CV, SGW, GMI, UBIX, RIMS)
Experience working with Databases (Oracle, Sybase, sqlserver, DB2)
Incident report writing
Ability to build good relationships with clients
Strong interpersonal/communication skills
Candidate must be able to take the initiative for learning by researching and reading independently
Functional analysis
Prior experience in support or customer relationship management (5 years minimum)
Competence (know-how)
Customer relations
Ability to think logically under pressure
Discernment
Team work and Collaboration
Conflict management
Willingness to change the status quo
Functional Architecture

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Client Services Representative Resume Examples & Samples

Provide prompt, courteous service to all external and internal customers and maintain customer service levels according to Roche standards
Manage incoming customer calls and monitor call tree analytics to ensure optimal performance
Process orders into ERP system in a timely manner meeting internal deadlines
Coordinate with the various teams across the organization as it relates to order processing, collections, revenue recognition and billing support
Work with sales and finance teams to ensure adherence to business rules associated with customer order entry and invoice generation
Record and investigate as needed customer feedback and complaints. Communicate regularly with management, advising of any critical issues or opportunities
Provide timely and thorough communication to all of our valued clients and customers
Manage client requests for supplier setup including completion of all supplier setup forms and managing supplier accounts where applicable
Apply critical thinking and problem-solving skills to customer problems

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Client Services Representative Resume Examples & Samples

Providing our internal and external customers with a positive service experience
College degree, OR 1+ year of Customer Service experience analyzing and solving customer problems
Excellent technical skills
Exercise sound judgment
Exceptional verbal and written communication skills with strong attention to detail
Interest in learning about financial services (no prior industry experience is necessary)
Desire to provide superior customer service
Ability to adapt and apply considerable amounts of information, as regulations change frequently
Flexibility to work additional hours as needed, as business volumes are highly cyclical

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Client Services Representative Resume Examples & Samples

Minimum of 7-10 years of experience in a similar role within the financial services industry
Superior communication skills, both written and verbal
Solid foundation in investment finance concepts and ability to acquire thorough knowledge of the legal, accounting, compliance and operational aspects of the investment products offered by Oaktree
Highly resourceful; ability to exercise superior judgment regarding client requests: to interpret them, ask appropriate questions, do homework, and only expend internal resources of the firm for the most relevant, needed situations

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Senior Client Services Representative Resume Examples & Samples

Proactive Client Focus
Personal Organisation
Work Quality/Attention to Detail
Initiative/Sense of Urgency
Proven knowledge of Global Custody business (markets and products)
Knowledge of Depot Bank / Fund Management business preferred
Fluency in German and English required, other languages preferred
Proven Custody / Depot Bank / Fund Management experience, preferably performing a client-facing role (minimum 3 years preferred)
Apprenticeship and formal education as “Bankkaufmann” or university/college degree equivalent

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Client Services Representative Resume Examples & Samples

A High School Degree or GED
A valid and active driver's license
A clean driving record
Superior communication skills and follow-through
Professional dress and appearance
Extremely detail-oriented and solutions-focused mindset
Positive, friendly demeanor

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Client Services Representative Resume Examples & Samples

Engaging with clients verbally and in writing to answer questions or solve problems they are having with our platform
Logging client issues in our tracking system
Solving client issues when you can; otherwise escalating issues accordingly
Learning the basics of our complete game platform
Contributing to the success of our clients by helping them get the most out of our platform
Work local, national and international marketing events
Build relationships to provide repeat business and excellent customer service
Recognize future sales opportunities
Act proactively to create opportunities for new business with existing customers
Manage multiple relationships well
Build rapport with customers and prospects
Miscellaneous duties as assigned by Executive Team
1-3 years of proven success is customer service for a professional organization
Have a friendly and professional telephone manner
Excellent leadership and motivational skills
Display an outstanding ability to listen well
Advanced skills in Powerpoint, Word, Outlook and Excel
Proficient in functions of social media platforms such as Twitter, Facebook and LinkedIn
Work well in a team environment
Effectively express ideas verbally and in writing
Independently take action beyond what is called for
Passion for helping customers get what they need
Quick learner with technical acumen
Workforce training/learning knowledge and/or experience
SaaS knowledge and/or experience
Other software experience

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Client Services Representative Resume Examples & Samples

Responsible for taking client calls and satisfy client requests
Contact clients to resolve issues
Accept and monitor rush samples
Monitor TAT and inform technicians of approaching due dates
Create new clients in LIMS and un-expire agreements
Manage sublet reports and issuance to client
Create and distribute notification of amended report document and make appropriate notes in LIMS
Maintain good housekeeping at all times to ensure a clean and safe work environment
Train new staff in test methods
Follow the Quality System as documented in the Quality Manual
General duties as directed by the team leader or lab manager

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Client Services Representative Resume Examples & Samples

Supervise daily projects for AMC, IFC, Sundance, Sundance Global, WEtv, BBC America and Fuse
Liaison between department technicians, network clients, and outside vendors
Catalogue all work into company billing database ensuring accuracy for Monthly Chargebacks
Delegate work orders to technicians
Disc copies, tape to DVD, BluRay and DVD authoring
Tape clones, Conversions
Encodes and transcodes (Avid DnX/Apple Pro Res/H.264/MP4/MPEG/and more)
Civolution/watermarks
Interplay ingests, pDAM ingests, tape ingests, media transfers
Closed captioning file creation and conversion
Off-air records
Quality Control
Manage closed captioning creation for on-air promos, digital videos, and other assets
Deliver files to outside vendor
Prioritize vendor’s AMC Networks workload
Coordinate delivery from vendor and manage client’s expectations
QC vendor’s files in CaptionMaker, reporting back any discrepancies to vendor for revised file delivery
Download and transfer/deliver completed files to clients
Convert to additional CC file types as requested
In-house script creation
International Distribution
Schedule all orders that go to media management to ensure work is distributed evenly and in accordance to requested due dates and deadlines
Create all daily file transcodes and delivery
Onboard, test, and troubleshoot any new processes, workflows
Create monthly VOD packaging for Int’l clients (VTR, SKY Brazil, and Direct TV Latin America) by creating subtitled files, poster images, and all xml including all data for each scheduled title. This includes delivery of each packaged file
Keep watch on the daily request list to process any new requests and update any completions for each day
Maintain constant contact and open communication with AMC Global group to ensure work remains on track for schedules and that delivery expectations are met
Create clear and concise instructions conveying all needed information relevant for any work that needs to be done, including all source material locations, encoding specifications, delivery information and additional details that will be needed to complete all work
Enter all billing information with proper charges and chargeback codes for every order processed
Shuffle priorities based on technician, equipment, and schedule availability
Assist Scheduling Supervisor (as needed)
Create and distribute weekly edit room schedule
Book producers in edit/mix rooms with Creative Services and enter into ScheduALL
Schedule pdam ingests
Hand-off vantage deliveries to technicians for QC prep
Schedule QC requests and manage QC operator workloads
Schedule off-air records and layoffs
Schedule Discovery deliveries
Upload completed QC reports to the CMS
Enter RAIN IDs into the CMS database
Update clients with QC results
Assist Tape Librarian (as needed)
Assist with library needs
Pull and check-out tapes to clients
Reshelf returned tapes
Barcode new tapes and enter into library database
Archive media into MAM PAM systems
Archive assets into pDAM or Interplay as requested
Fulfill Network DVD duplication, basic stock, tape/DVD label, and FedEx/messenger requests
Create user accounts for new clients in the Media Management FileMaker database and provide setup/submission guidance
Complete file transfers and close out orders from the night technician
Replenish stock, dept. supplies as needed
Facilitate the daily messenger run to B&T

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Client Services Representative Resume Examples & Samples

Prepare relevant regulatory reportings for the region
3+ years experience on Clearing Services and Exchange Traded Derivatives
Exposure to the Commodity market is an advantage
Fluent in written and spoken English, other Asian languages strongly preferred

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Client Services Representative Resume Examples & Samples

Servicing ETD and OTC Clearing EMEA Clients
Support Business and internal groups
Business Administration
Look after top tier Clients (Platinum, Gold and Silver) and ensure that the best service is delivered according to Citi Golden Rules
Coordinate and communicate with internal and external stakeholders
Ensure procedures and policies are followed-up and regularly reviewed
Work with Operation Control to ensure the right controls are in place or GAPS identified
Know the EMEA clients and how they operate
Develop and maintain client relationships
Responsible for the day to day and escalating any issues to the Management and Business
Enhance STP and be pro-active to improve the flow (internal and external for clients)
Support queries from other areas: control, finance, risk, credit
Cross training with Clients and internal groups
Client Visits
Develop a detailed understanding of the business at Citi, its products and processes and how it operates within a large organisation
Build a strong relationship with your clients and the Business
Raise your profile with the desk, Management and various team globally
Build effective prioritisation skills as the job entails dealing with multiple conflicting priorities in a time pressure environment
Extremely focus and dedicated to deliver a first class service to their clients
Ability to prioritise effectively and escalate when necessary
Ability to use their initiative
Good MS Office skills including Microsoft Office (Excel, PowerPoint, Sharepoint). Significant GMI knowledge required

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Client Services Representative Resume Examples & Samples

Knowledge of Futures and OTC Derivatives is necessary
Understanding of the Listed Derivatives model and its exchange related requirements
Strong operational background with emphasis on risk management and process improvement
Ability to balance project deliverables with daily processes
Strong interpersonal and relationship management skills
Organisation skill and working within strict deadlines
Experience in physical deliveries (energy, metal and agriculture)

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Client Services Representative Resume Examples & Samples

Handles incoming customer service requests as assigned. Customer service support may include the following, providing
Copies of contracts
Interest paid statements
Payoffs, extensions, amortization schedules
Account balances and payment inquiries
Paid in full acknowledgements
ACT activation or cancellation requests
Support payoffs when sourced from other departments
Knows, understands, and acts in accordance with the pertinent service level agreements including prioritization of customer calls and follow-ups on accounts
Prepares direct checks for signature and maintains direct check forms in secure location. Manages electronic payment transmissions through Customer Console. Responsible for capturing authorization over recorded line
Thoroughly documents all contact and customer service on each account in a clear, coherent and concise manner, and maintains pertinent contact information for future reference
Engages in problem identification and provides timely escalation of potential problem accounts to the AVP – customer care and loan servicing when trigger points are identified. Provides account status information for reporting or as otherwise requested
Works with the accounting and loan servicing departments as needed related to cash application and misapplication of funds, cash adjustments, refunds, payoffs, extensions or other issues to properly maintain the status of the customer’s account
Supports loan servicing team with post- closing QC and final loan entry elements
Responsible for front desk phone coverage when receptionist is absent or away from desk; this includes appropriate triage and forwarding of call to the appropriate party
Follows up on insurance cancellations as assigned. May contact insurance companies and/or customers to determine status of policy. Escalates insurance issues on problematic, delinquent, and carnival accounts to appropriate assigned collector
Actively prepares for outgoing calls to customers via thorough pre-call planning, including reading through files and system notations, reviewing terms and conditions in contracts, discussing approach and/or potential impact with internal and/or external interested parties and team members, as appropriate
Understands the relevant terms and conditions of the company’s commercial loan documents pertaining to collection and enforcement, and maintains an understanding of secured party rights under UCC Article 9. Complies with these and all other legal regulations and all Company credit policies
Responsible for gathering information for and logging in customer service refinance requests; assists with release of guarantor requests and release of title requests
Manages customer change of address requests
Other duties and special projects as assigned
1 year of experience listening to, receiving and responding to customer requests, answering customer questions, providing requested information to customers, and/or working with customers to resolve issues/problems preferred
Good interpersonal, organization, prioritization, time management, verbal and written communication, collaboration, persuasion, and negotiation skills
Proven ability to learn quickly, adopt new approaches, procedures and techniques, and apply new information accurately, appropriately, skillfully, and rapidly
History of thoroughly attending to detail, exhibiting sound judgment, acting with integrity, maintaining customer loyalty, and performing with high quality
Ability to analyze and resolve problems, to build effective professional relationships, and consistently follow through on commitments
Ability to respond to Customer Service requests in a timely and professional manner
Understanding of loan amortization, default calculations, the time value of money, underwriting principles and procedures, financial statements, credit bureaus, and other relevant financial documents preferred
Willingness to learn relationship – based/solution-oriented collections
Proficient in Microsoft Office programs such as Word, Excel and Access

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Spherion Client Services Representative Resume Examples & Samples

Source, Screen and Interview candidates
Compete background checks and references for potential employers
Manage all On-boarding activities to ensure compliance
Manage all open job content across various social media and posting platforms
Harnessing Facebook, Instagram, Twitter and other online portals to connect with potential candidates
Serve as employee advocate offering coaching when needed to drive towards success

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Client Services Representative Resume Examples & Samples

Support daily operations within the client servicing team
Focal point of contact for any client enquiries or issues
Consult with our clients on the best and most efficient way to achieve quality results
Explain the collection process as well as the methodologies behind our calculations
Providing creative solutions to meet our clients’ needs
Provide assistance to our clients in building financial models
Support ad hoc assignments & tasks
Bachelor degree holder in business, economics or related studies
2 - 3 years of relevant work experience in client servicing within the financial industry
Proficient in Microsoft Excel, Word and other applications
Desire and flexibility to learn and grow in an fast paced environment
Fluency in English and Japanese is required (as well as other Asian languages)
Dynamic personality and is passionate to speak with people

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Client Services Representative Resume Examples & Samples

Build and maintain strong, professional relationships with DADC customers
Receive, enter, and monitor media orders placed with DADC
Support troubleshooting of client service issues and oversee their resolution
Collect and report on important business metrics
Maintain an ongoing awareness of all DADC services, rates, policies, and procedures
Ensure DADC meets the highest standards of service delivery as defined by our service level agreements
Shepherd new partner and client onboarding
Help identify opportunities for improving DADC services and efficiency
Successfully complete required training programs
Abide by security policies and protect information assets entrusted to you
Complete additional duties as required

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Client Services Representative Resume Examples & Samples

Serves as primary point of contact for internal and external clients and various departments/divisions to resolve outstanding issues, comply with customer requests, and respond to client inquiries while providing product support to BKFS clients by resolving incoming inquiries
Provides support in research and resolution of problems and inquiries that may periodically be technical in nature
Maintains and fosters the relationship between the clients and BKFS by ensuring client satisfaction, maintaining client communication and problem resolution
Recreates client issues in test environment, identifies/documents how applications and systems interact to support business processes
May prepare monthly and quarterly sales and departmental reports
May participate in business reviews to learn about clients' strategic direction as well as gain a good understanding of the products and/or services BKFS is offering
Documents client information and recurring issues to support product quality programs and product development
Requires working knowledge of BKFS products/services as well as general operations and procedures
Ability to use operating systems, browsers, databases and other technologies to troubleshoot client issues
Ability to apply knowledge from one situation to the next to solve problems
Requires excellent presentation, writing, organizational, analytical, and problem-solving skills

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Client Services Representative Associate Resume Examples & Samples

A bachelor’s degree in finance, accounting, economics or similar field is preferred
3+ years’ experience working within Hedge Fund, Private Equity Fund, Fund-of-funds, and Endowment client or relevant industry required
Previous Client Management/Investor Relations experience
Knowledge of legal documents from hedge funds and investors
Excellent Microsoft Office Skills
Familiar with wire transfer process

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Client Services Representative Resume Examples & Samples

Coordinate and facilitate proposal and contract processes to ensure smooth and timely business process flow by working with the marketing, scientific, and finance staff
Assist manager with scheduling to identify the dates for study initiation and assist with rescheduling studies as needed
Prepare general information, bid and proposal packages from generic letters to full proposal responses
Prepare and track contracts as requested
Use provided information to create scope of work sections for inclusion in contract
May assist in coordination of scientific staff travel to sponsors
Provide backup assistance for the Account Manager
Experience: 2-4 years customer service or related experience
Other:Strong communication and interpersonal skills. Organizational skills and attention to detail required. Proficient in word processing, spreadsheet, and database software. Ability to work with time constraints and scheduling issues. Understanding of the business/sales process

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Client Services Representative Resume Examples & Samples

The candidate must have an academic background in Electronic, Electrical or Mechanical engineering
PC and basic Microsoft tools Literate knowledge
Ability to identify and communicate root cause problem analysis and corrective action to PB colleagues and line management
Customer service orientation, ability to communicate root cause problem analysis and corrective action to clients
Self-motivated and self-disciplined
Able to work as an individual contributor as well as part of a team

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Associate Client Services Representative Resume Examples & Samples

Participate in the beginning of the sales cycle by identifying key decision makers at targeted accounts, their projected needs and business issues, and conducting high level needs analysis
Qualify and transfer inbound leads
Overcome objections and effectively communicate SPS Commerce’s value proposition to key decision makers regarding appropriate SPS product offerings
Build a business case based on information obtained from targeted accounts to support the value proposition of SPS products
Qualify and transfer solid leads to appropriate Account Executive for follow-up and formal sales presentation
Assist program management in preparing metrics for clients and internal personnel
Maintain up-to-date and extensive knowledge on all SPS product offerings through participation in product demonstrations/meetings and reviewing marketing materials
Remain current on industry trends and maintain extensive knowledge of competitor’s product offerings
BA or equivalent in Marketing or Business (preferred) with 1+ years of experience OR an AA in Marketing or Business (preferred) with 3 years of experience with customer service, inbound telesales, or market development activities
Must be comfortable operating in a fast-paced, highly dynamic environment and exhibit grace under pressure
Excellent communication skills (verbal and written) with a consultative style
Ability to process information gathered quickly and effectively overcome objections
Ability to work aggressively to meet customer and marketing/sales-driven deadlines
A highly motivated team player with a proactive approach to work
Motivated by inbound calls that lack clear information with ability to ask probing questions and gather needed answers
Team player with strong initiative and ability to quickly build extensive knowledge of SPS’s product offerings and that of competitors
A finisher/completer with high level of personal ownership of team performance
Self-driven, results orientated with a positive outlook, and a clear focus of high quality and business profit
Able to work well with colleagues within different areas of expertise
Strong analytical skills preferred
Excellent demonstrated experience with Microsoft Office (Word, Excel, Outlook)

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Client Services Representative Resume Examples & Samples

Performs contract renewal and Client Service Instruction preparation for assigned accounts
Coordinates renewal pricing and completes location coding parameters; prepares and distributes stewardship and other reports
Educates the client on loss data - drivers of cost impacting assigned programs
Coordinates project activity. Acts as primary client contact with focus on maintaining and improving overall customer satisfaction
Identifies issues that impact consistency and customer satisfaction; works with program management leadership to effect problem resolution; and assists with identifying office level service trends and establishes plans for service improvement
Identifies and solicits cross selling opportunities
Good knowledge of customer service and one of the following: workers compensation, liability, or disability claims management
Excellent negotiation and facilitation skills
Ability to handle conflict and confront challenging issues in a fast work environment

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Client Services Representative Resume Examples & Samples

Manage client order and activity
Maintain internal network
At least 3-5 years of banking experience, preferably in Customer Service or Marketing Support
Holder of HKSFC Type 1, 7 & 8 license
Good banking and general product knowledge on FI, Trade, Cash & E-banking
Proficiency in Microsoft office applications including Word & Excel
Work in close partnership with internal stakeholders to deliver the high quality services to customers
Degree in Finance, Business or Mathematics; post-graduate degree in Business or Finance
Fluent in English and Mandarin, written & verbal. French would be a plus

144

Client Services Representative Resume Examples & Samples

Answer inbound phone calls from LabCorp’s clients
Make outbound calls to gather information needed for lab testing
Notify clients of test results
Review test forms for accuracy
Provide internal laboratory support

145

Client Services Representative / Receptionist Resume Examples & Samples

Greet visitors and guests professionally in the front lobby
Transfer callers to the correct department
Issue security badges
Make site announcements and contact employees
Provide directions around the lab to visitors
Support client services duties during down times

146

Weekend & Holiday Emergency Client Services Representative Resume Examples & Samples

Cash and payment handling experience
Experience assessing and recognizing emergency situations, difficult/unpleasant situations and/or individuals and take the appropriate action
Experience with administrative, billing, client services, and medical records in a veterinary medical environment
Reception experience to answer phones and assist clients
Experience taking messages, and preparing/proofreading correspondence, reports, and informational documents
Experience entering and retrieving data from computerized databases
Knowledge of animal anatomy, and medical terminology to provide general information and make the appropriate referrals
Math, and basic analytical skills to review and correct data
Experience using various programs and software for word processing, spreadsheets, scheduling, entry and retrieval of medical records, and database management programs
Interpersonal communication and customer services skills to clearly and effectively interact with individuals of varying ages, cultural backgrounds, perspectives to secure and/or provide information to clarify situations, resolve problems, make referrals, and interact with the general public in a helpful and positive manner
Experience filing alphabetically, numerically, and use a terminal digit filing system
Experience with taking messages, and preparation of correspondence, reports, and informational documents
Experience with fundamental knowledge of veterinary hospital services and standards for admissions, records, billing, disease processes, medical/scientific terms and processes
Ability to learn VMTH admissions, records, cashiering policies and procedures affecting services, clients, and confidentiality of records and information

147

Dach Client Services Representative Resume Examples & Samples

Participate in global initiatives for enhancing overall partner experiences including educating partners on resources available including self-service tools
Analyzes key metrics and initiates daily action plans for resource optimizations. Logs quality issues to ensure root cause analysis can be completed
Execute all month-end and quarter-end activities flawlessly
Champions Autodesk’s initiatives though individual’s activities and behaviors and promotes and inspires others to Autodesk’s directions and goals
Fluent in English and German
Innovative, you challenge conventional practices and suggest better approaches
Decisive, you identify bright spots and root causes, and get beyond treating symptoms to measurable results
Advocating, you adjust to meet customer service performance measures
Flexible, you can work in different global time zones for meetings and calls

148

Client Services Representative Resume Examples & Samples

Represents a knowledgeable, efficient, and professional image of Integra to our customers by handling business with a respectful and professional demeanor
Maintains a current and thorough understanding of telecommunications network and hardware products/services
Enters service orders for new and existing customers, including gathering all applicable billing and service information and entering into systems
Responds to and resolves client inquiries ensuring timely resolution and follow-up
Conducts account reviews upon request to include: product/services review, billing accuracy, pricing, and usage trends
Investigates and resolves billing disputes and credit requests
Ensures customers are proficient in using services by identifying user needs and providing training and consultative services
Produces professional quality customer-facing and internal documents including letters, proposals and contracts, billing reconciliations and account reviews
Triages Network, ISP and BTS service issues and ticket entry or warm transfer to applicable department
Minimizes escalations through call handling, active listening and use of effective negotiation techniques
Manages personal ACD status per schedule and company goals in order to provide consistent and timely customer response
Ensures timely and accurate response/communication to Management and other internal departments
Documents all customer contacts and follow-up work in applicable systems as noted in the CSC job description and /or CSC Guidelines
Maintains Quality Assurance (QA) scoring at a minimum of acceptable rating within Integra’s QA program
Complies with all internal and external mandates, rules and regulations regarding customer and company proprietary information
Conducts Integra business activities within federal, state and local laws and regulations for telecommunications providers
All levels of the Client Service Representative position are required to work on Company premises
Years of demonstrated customer service and/or provisioning and/or telecom experience required are as follows
Client Services Representative: 0-2 years of experience
Client Services Representative Sr: 4+ years
Experience that demonstrates the ability to work independently, troubleshoot and perform corrective procedures and meet inflexible deadlines; perform both routine and non-predictive multiple tasks; and handle customer conflict to a successful resolution
Superior verbal and written communication skills sufficient to defuse intense situations negotiate resolutions and enlist support and assistance from others
Computer skills including experience using spreadsheets, word-processing, database programs and typing
Ability to apply current processes and policies in all aspects of the job by acquiring and becoming proficient in Integra’s system of interrelated procedures, data entry and record keeping
Ability to apply learned principles and processes to solve everyday service issues and apply problem resolution techniques to solve a variety of situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagrammatic or schedule form
Ability to resolve moderately complex customer issues and to effectively interface with a customer while researching an issue
Competitive compensation
Excellent benefits including health, dental, vision, 401 (k), disability and life insurance
Fitness membership discounts
Generous paid time off policy including paid parental leave

149

Client Services Representative Resume Examples & Samples

Reports laboratory results to clients using multiple technologies
Investigates client concerns and notifies appropriate personnel of resolution
Participates in programs to keep updated with current and changing technologies
Disseminates information to callers regarding lab operations
May also assist in specimen processing
Performs all other duties as assigned or required

150

Representant des Services aux Clients Client Services Representative Resume Examples & Samples

Use provided information to create scope of work sections for inclusion in LOPAs (main function)
Prepare general information and bid and proposal packages, from generic letters to full proposals
Forward LOPAs internally once they are sent by the Client Manager
Assist with updating and maintaining applicable databases
Update SalesForce (SFDC) and help Client Managers keep the opportunities up to date
Create and maintain department files (including electronic files)
Save authorizations in the appropriate place
Perform all other duties as assigned
Possesses a D.E.C or equivalent in science, business or marketing related discipline, Bachelor’s degree preferred
Organizational skills and attention to detail are a must
Possesses good communication skills in English, and interpersonal skills
An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above

151

Client Services Representative Resume Examples & Samples

Responsible for handling all inbound and outbound calls through customer call center and emails from website or other sources
Speak with customers in a courteous and professional manner utilizing protocol procedures
Communicate and coordinate with internal stakeholders and business partners to address customer questions
Develop a strong understanding of HLI technology and products in order to help establish new customers requesting HLI testing information
Handle potential client needs and inquiries in a timely manner
Perform administrative support for managing accurate data and record keeping in CRM database and internal records to assure HIPAA compliance
English proficiency; Spanish speaking highly desirable
Background must include at least 4 years of customer service experience. 2 years of laboratory, genetics or medical experience preferred
Strong ability to manage and adapt to changing priorities quickly
Concise and influential written and oral communication abilities
Salesforce CRM proficiency
MS Office proficiency
Ability to work flexing schedule between: Monday-Friday, 5:00 a.m. – 5:00 p.m

152

Client Services Representative Resume Examples & Samples

Greet clients in reception area and perform registration
Answer phones & direct calls to appropriate person
Prepare client materials for check-in including COD prebills, pending contracts, book bags, name badges, schedules, name tents and luggage tags
Responsible for complete check in process including ensuring payments are collected, contracts are signed, clients are TSA approved and compliant with all regulatory regulations
Maintaining inventory of book bag supplies such as pens, pencils, welcome brochures, etc
Maintain client lobby and lounge area including upkeep of coffee and magazines
Daily notification of client issues and no shows to sales and training services
Responsible for providing on-site client assistance to resolve problems and handle complaints in a manner that ensures good customer relations with emphasis on client retention
Assistance with taking messages and handling schedule changes for clients
Provide prompt, friendly, and efficient hospitality services, with adequate knowledge of surrounding areas, that include making entertainment and special event arrangements (i.e., sporting event ticket distribution and/or purchasing), including utilizing Internet services for mapping locations and providing other services as needed
Maintain company store items and inventory
General administrative assistance to sales and center management
Assist with client critique process
Special projects as assigned by CSR Group Lead
2 year degree highly preferred
Hotel, concierge, travel, customer service experience preferred
Experience in Microsoft office products including Word, Excel and PowerPoint with emphasis on MS Outlook

153

Global Client Services Representative Resume Examples & Samples

Respond promptly and professionally to all centrally received inbound and marketing generating enquiries
Qualify leads by receiving inbound enquiries, determining precise customer requirements in order to decide whether the enquiry can or should be handled by Exova
Distribute Leads, Opportunities and requests for information to most appropriate Exova contact and Laboratory
Input leads and opportunities and ensure all communications and interactions between Sales Enquiry Executive and clients via multiple sources are entered into ExovaHub CRM
Assist with the management of the inbound enquiry pipeline - report KPI`s related to the volume and value of enquiries, conversion to quotations and sales conversion rates
Assist with marketing development of new enquiries generated following customer-facing marketing campaigns and demand generation programs
Interface with other regional and global Marketing teams in the Group to drive cross selling activities
Use unscripted consultative customer service/sales techniques by asking appropriate questions and probing to uncover additional customer needs
Maintain and develop a broad knowledge of Exova’s global laboratory capabilities and accreditations – This may involve a travel program to laboratories for training
Assisting internal colleagues globally with sourcing enquiry queries within Exova
Managing and routing client emails throughout the laboratory group to maintain a professional client experience – Orders, CV’s, Accounting, client surveys etc
Actively contribute ideas on ways to resolve challenges, better the customer journey and improve productivity
Remain current with the Exova Safety training management system and all Exova SOP’s
Demonstrated ability to work in a highly pressured and demanding work environment

154

Client Services Representative Resume Examples & Samples

Phone skills
Computer skills preferred
Strict ability to adhere to security procedures
Pleasant and friendly demeanor

155

Client Services Representative Resume Examples & Samples

Handling inbound inquiries from customers and prospects
Make outbound phone calls to our VIP customers
Collaborating with sales to help ensure A+ customer satisfaction and retention

156

Client Services Representative Resume Examples & Samples

Be the designated back up for a small group of Account Managers
Coordinate day-to-day customer service needs for assigned clients
Work with various departments (Member Services, Membership Accounting, Claims, Network Management, and Product Management etc.) to resolve critical member issues in an expeditious manner
Assist the Account Managers with implementation of new and renewal sales, including conducting open enrollment meetings with employees, any necessary set up and group paperwork like contracts, Group Data Form Completion, etc
Coordinate renewal proposal requests and assemble necessary data for Underwriting
Prepare renewal proposals for delivery to customer
Coordinate client reporting requests with internal Employer Reporting group
Coordinate the production of communication pieces
Coordinate group contracts and follow up on SPDs and ASAs
Recognizes sales opportunities to existing HealthPartners clients and see that they are acted upon
Participate in process improvement initiatives throughout the sales cycle and, where relevant, impacting HealthPartners’ internal data integrity
Follow HealthPartners’ procedures, document and report progress as directed, and supply team with information necessary to function properly
College degree with course work in business, finance, insurance, or health related studies
Proficiency with personal computers: CRM database systems, Excel spreadsheet, MS word processing, MS PowerPoint, and MS Outlook
Ability to manage multiple project assignments
Strong oral, and written communication skills, including public speaking
Ability to handle sensitive customer issues in a professional manner
Strong financial / numerical aptitude
Prior experience in team environment
Minnesota life and health insurance licensure within three months of hire
Execution of a non-competition agreement upon hire
Must have current, valid driver’s license and access to a reliable, insured vehicle
Previous experience in the health care industry or related field

157

OPS Client Services Representative Resume Examples & Samples

Be comfortable directly interacting with people on a one-on-one basis, using empathy and compassion
Be able to work a multi-line phone system
Be able to make timely decisions
Be able to discuss sensitive issues with others, in a respectful way, such as large sums of money, pets with serious illnesses, and euthanasia
Be able to work accurately with attention to detail
Have experience with money handling (i.e., reviewing bills, taking payments, balancing drawers at the end of the day)
Be able to set priorities and solve problems
Be able to work well within a team and perform effectively with minimum supervision
Be comfortable with animals of all species, not just dogs and cats
Be able to multitask in a fast-paced, high-pressure environment
Be able to handle frequent interruptions and adapt to changes in workload and work schedule

158

Client Services Representative Resume Examples & Samples

Bachelor of Science in Animal Science or related field or compensatory employment experience
Minimum of 2 years client service/communication
General experience with computer software
Knowledge of clinical specimens/testing and medical data bases
Diagnostic Laboratory Experience

159

Client Services Representative Resume Examples & Samples

Place all Canon service calls received from the Client help desk
Open all tickets for de-installs and follow to completion
Review daily open service tickets with Client and attend service review meetings
Maintain core stocks of supplies in the Groton and New London locations, this could include delivering emergency toner to an end user
Maintain a complete and accurate database of all deliveries, de-installs, moves, and removals
Coordinate all deliveries and removals, escort truckers to correct locations in Groton and New London
Prepare and submit all relocation paperwork and follow to completion
Collect and submit monthly meter reads on all non connected products
Note all priority service locations to ensure 2hr response time
Assist with updating database for de-installs, moves, removals, and deliveries in a timely manner
Must follow Canon Solutions America documented processes and procedures for the following: Moves, De-installs/sanitations and Pickups
Requests (de-install complete dates, sanitation of paperwork, final meter readings, pickup complete dates and other essential tracking info) must be completed within 24 hrs for time sensitive tasks and 5 days for non-urgent requests
Assist with preparation of program management reports
Provide Operating Procedures and Toner Tracker as requested from Canon Enterprise Managed Services division
Ensure Enterprise Managed Services compliance and audit guidelines are maintained and receive a pass rating
Position falls under the programs, processes and obligations of Canon Enterprise Managed Services. Employee is required to fully participate in these tasks
Management may assign other tasks as they relate to the scope of work
Duties outside of the scope of work or the need to add a routine task will be approved by the Operations Manager

160

Client Services Representative Resume Examples & Samples

Manage multiple client issues and inquiries in a fast-paced environment
Oversee implementation of proposed solutions of issues or application enhancements
Build and maintain client relationships and maintain superior levels of client satisfaction
1-3 years of professional work experience, open to recent graduates
Excellent written and verbal communication and interpersonal skills

161

Wealth Management Client Services Representative Resume Examples & Samples

Account balances, holdings and activity
Fund Transfers
Statement reconciliation
Visa activity/deferred debit and rewards program rules and benefits
Handle incoming Wealth Management (and MEAC, MESD Tech calls) client calls utilizing professional telephone and problem solving skills
Routine business account servicing including; Visa spending limit adjustment processing, card activations, PIN setups, stop payment processing, account maintenance
Responsible for ≥ 99.9 % accuracy in processing redemption transactions and adjustments on Visa Signature and Merrill + Credit Card accounts to prevent negative financial impact to the client and/or Merrill Lynch and their partners
Professional Demeanor: Ability to conduct oneself with patience, composure, and appropriate attitude
Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the client’s requests
Initiative: Demonstrate a “self-starter” behavior and a willingness to help others
Communication Skills: Communicate effectively, actively listen and follow-up with questions and updates to involved parties

162

Client Services Representative Resume Examples & Samples

1 year of industry related experience
Demonstrated proficiency in the use of personal computer applications and current on new technology
Knowledge of specimen handling and collection requirements, general laboratory workflow and basic medical terminology
Ability to type 30 words per minute (wpm)
1-2 years of experience in customer service
1-2 years of experience in customer service, in a high volume call center and possess a lab background

163

Client Services Representative Resume Examples & Samples

Interpersonal communication and customer services skills to clearly and effectively interact with individuals of varying ages, cultural backgrounds, perspectives to secure and/or provide information to clarify situations, resolve problems, make referrals, and interact with the general public in a helpful and positive manner
Experience assessing and recognizing emergency situations, difficult/unpleasant situations and/or individuals and take the appropriate action
Experience with administrative, billing, client services, and medical records in a veterinary medical environment
Reception experience to answer phones and assist clients
Experience taking messages, and preparing/proofreading correspondence, reports, and informational documents
Knowledge of animal anatomy, and medical terminology to provide general information and make the appropriate referrals
Math and analytical skills to review and correct data
Experience using various programs and software for word processing, spreadsheets, scheduling, entry and retrieval of medical records, and database management programs
Knowledge of the equine and livestock industry
Experience with equine and/or livestock service companies, organizations or large animal veterinary private practice
Knowledge of VMTH admissions, records, cashiering policies and procedures affecting services, clients, and confidentiality of records and information
Experience with filing alphabetically, numerically, and use a terminal digit filing system
Ability to learn the fundamental VMTH services and standards for admissions, records, billing, disease processes, scientific terms and processes

164

Client Services Representative Resume Examples & Samples

Provide first level technical and end user trouble shooting and diagnostics for reported application issues resulting from upgrades and on-going application support
Create and maintain all necessary case documentation
Participate in the management of contracted client upgrades and installations; includes diagnostic at the application, database and operating system levels, as well as working with end users in adopting new technology and functionality
Identifying additional revenue opportunities from “value add “ services (Consulting, training, customization, database conversions)
Determine the nature of all client requests and determine the correct person / CGS team that would respond to the client
1 + years of progressive customer service experience in a Professional Services organization with working knowledge of customer service methodologies and help desk environment / software
1+ years supporting enterprise software applications (HelpDesk environment) either internally or as a vendor to national and multi-national clients
Ability to work independently under minimal supervision
Basic understanding of Microsoft Office Products, Outlook, Excel
Proven track record of “problem-solving” skills
Consistent and positive “can-do” attitude and initiative
Ability to work as part of a larger Project team
Ability to maintain client satisfaction and effectively manage client expectation

165

Rates & FX Operations & Client Services Representative Resume Examples & Samples

SwapClear & Forexclear Client Services & Middle Office
Treasury Operations Analyst
Undergraduate degree or above ideally with either a mathematical or financial markets bias
Solid understanding of end to end trade flow for Interest Rate Swaps with demonstrable experience within an investment bank or similar in the following roles

166

Client Services Representative Resume Examples & Samples

Capture and develop customer references and feedback for development and marketing use
Identify Cross-Sell, upgrade, data sale opportunities
Onboarding the majority of client to drive first year renewal rates and adoptions of the products
Work with the Head of Account Management to establish best practice workflow to include written processes, policies and procedures that support client management of product during implementation and the subscription/license
Provide specific “how to” education and targeted training to clients on products
Manage ongoing client product adoption and analysis of misuse/overuse of the products
Handle client issues, queries and concerns regarding the product within specific timeframes
Identify client adoption issues that may be a risk for renewal
Understand product capabilities and solutions by working with Sales, Marketing, development and other internal teams
Provide both internal and external training on all products
Communicate efficiently and effectively to ensure clients receive the maximum ROI in their investment in MB Group products
Complete the transition from print to digital through training and education of existing print clients
Bachelor’s Degree or equivalent work experience in the industry
Preferred experience of the metals market
Self-motivator and determined to make a difference attitude
Demonstrable record of problem solving skills
Demonstrate strong drive and enthusiasm
Ability to work under pressure while maintaining a strong eye for detail
Excellent communication skills, both verbal and written
Proficiency in office IT skills and familiarity with MS Office and the Internet

167

Client Services Representative Resume Examples & Samples

Reporting,start date and end date report, PRO audit report, compliance report, contact report, technology start report, extension report, background check report
Provide strategic analysis of reports
Administrative support/customer service calls - background calls/emails, follow up emails to managers and vendors
System Updates - transfers, data change, end date, WAND (proprietary database) updates
Must have good customer service and administrative organizational skills
Good data entry
Detail oriented, critical thinker, problem solver
Must be a team player
Manage time effectively
2 years of college, AA or equivalent experience

168

Client Services Representative Resume Examples & Samples

Run point on the weekly rejected expenses - Communicate rejections via email and phone to workers - Help troubleshoot
Assist with worker files onsite in Orlando
Assist with new employee onboarding, collecting new hire documents

169

Client Services Representative Resume Examples & Samples

Proactively outreach to non-active Crozier clients – building relationships and presenting Crozier’s offerings
Understand client’s needs, look for opportunities to develop creative solutions, and effectively promote Crozier’s services to tailor to the client’s specific needs
Ensure clients receive superior customer service - address and help to resolve unexpected issues that may arise to ensure client satisfaction
Handle one off requests from non-managed Crozier clients
Consult with Project Managers to assess scope of projects
Manage communications related to the project to and from the client
Communicate with client post-completion of projects to ensure satisfaction and determine any areas for future improvement
Follow-up with internal teams to relay feedback and strategize for any adjustments to be made to ensure continuous improvement
2-4 years’ experience in a Client Services role
Knowledge and passion for all things art related, including the latest market trends and developments
Proven team player with a track record of strong client/account management
Strategic thinker who is solutions-oriented and proactive in problem solving
Ability to work effectively and collaboratively across several teams/departments
Core business knowledge and understanding of back-end processes
Financial acumen, with an ability to understand pipelines and forecasts
Strong work ethic with an ability to manage workload while efficiently and effectively prioritizing responsibilities to meet deadlines and deliver results
Strong relationship-building skills, interpersonal skills; client-centric attitude
Proven experience in building client portfolios
Self-starter; ability to work very independently, but also fit into a strong team environment

170

Wealth Management Client Services Representative Resume Examples & Samples

Balances
Check/Deposit Related Inquiries
Funds Transfer Service
Visa/Rewards
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. Key metrics to evaluate performance include quality monitoring, client satisfaction, handle time, adherence, quality monitoring and call tracking
Dependable, results-driven and achievement-focused
Strong critical-thinking, logic and problem-solving skills
1-2 years of experience in a client focused service role

171

Client Services Representative Resume Examples & Samples

Program compliance reporting
Administrative support/customer service calls - background calls/emails, follow up emails to
Start and end date report
PRO audit report
Contractor extension report
Background checks report
Light recruiting experience preferred
Intermediate knowledge of Excel, Word, Outlook, and Internet
Excellent data entry
Bachelors degree preferred

172

Client Services Representative Resume Examples & Samples

Provides 24/7 helpdesk support for clients and their users on the TransCEND Virtual Data Room and TransPort Translation web applications
Provides phone support for users calling the support phone line
Responsible for managing the individual projects on the TransPerfect Interactive applications
Works with site administrators in the creation of the site and training end users on using the application
Work as part of a global support team with staff located in New York, London and Tokyo
Responsible for performing User Acceptance Testing (UAT) of application new features/functions
Minimum Bachelor’s degree
Proficiency in Microsoft Office (Word, Excel, Outlook) and Windows Operating systems
Ability to quickly and effectively learn to support TransPerfect Interactive’s web-based applications

173

Client Services Representative, ERS Resume Examples & Samples

 Facilitate Fiduciary and Managed Account Service and Support
 Provide guidance with respect to Fiduciary service document completion and requirements
 Provide guidance with respect to ERS Fiduciary capabilities and recordkeeping partner capabilities
 Coordinate with Managed Account Product and Client Relationship teams and educate and familiarize advisors to ERS Managed Account programs at respective recordkeeping partner firms
 Coordinate client communications and sales leads with ERS Sales teams regarding new account opportunities
 Field advisor inquires
 Respond to and resolve advisor service and sales requests
 Analyze advisor business needs
 Proactively establish relationships with advisors to educate them on the products and services of ERS
 Provide continuing education to clients on how to effectively use Fiduciary Solutions and other ERS products and services in their business
 Communicate proactively with clients regarding product and program information, supportability issues, and strategic product plans where appropriate
 Daily phone coverage
 Responsible for daily phone coverage as described by Daily/Weekly phone coverage schedule
 Train and Educate advisor clients
 Become highly proficient in ERS products and services
 Participate in individual or team projects, as needed, to expand client offerings
 As part of the responsibilities for this role, you will understand and readily support Envestnet’s established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk

174

Client Services Representative, ERS Resume Examples & Samples

Become highly proficient in ERS products and services
Respond to and resolve advisor requests via telephone and email
Provide daily coverage for our client support line
Distribute product and service alerts, program changes, and release updates to client groups
Escalate client feedback internally to appropriate stakeholders
Collaborate with other ERS stakeholders on refining and streamlining internal processes to improve the overall client experience
Ensure client adoption of best practices through ongoing product and service training and communication
As part of the responsibilities for this role, you will understand and readily support Envestnet’s established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Bachelor’s degree in business, finance, or related field of study is strongly preferred
1-2 years of experience in client support, customer service, and/or at a call center
Working knowledge of Microsoft Office Suite
Proven ability to self-manage, with strong organization skills and an attention to detail
Professional and friendly self-presentation is a must

175

Client Services Representative Resume Examples & Samples

Single point of contact for an assigned exhibitor client base
Work directly with clients on all registrations, accommodations and special projects
Responsible for detailed communication on registration deadlines and paperwork, listing of company information in all printed show material and online database, accommodation preferences and any other relevant information concerning show attendance
Develop and maintain a list of VIP attendees and manage their show deliverables to grow and reinforce client relationships and show experience
Support business development team with special projects and reporting
Work closely with Sales, Marketing and Conference departments in Paris as well as relevant departments in NY office

176

Client Services Representative Resume Examples & Samples

Perform full service banking transactions in compliance with legal requirements and bank policies and procedures
Provide accurate, friendly customer service in a timely fashion
Perform teller functions including balancing cash and other daily transactions
Achieve sales and referral goals by actively cross-selling and referring customers to proper bank staff for additional bank products, services and sales campaigns
Maintain currency and coin under prescribed limits
Adhere to bank security policies and maintains confidentiality of bank records and client information
Other job duties as required
6 months cash handling experience
Can remember the names of customers
Upbeat positive customer focused attitude
Has good time management skills
Knowledge of basic banking transactions, bank products and services
Ability to cross-sell services

177

Client Services Representative Senior Resume Examples & Samples

May work closely with Relationship Managers or independently in providing clients with world-class service emphasizing a high level of consultative and technical knowledge and solutions
Provides consultative and technical solutions in the areas of retirement plan administration (i.e. administrative and accounting, regulatory and compliance, client communications, trust fiduciary and investments)
Develops individual service criteria with clients emphasizing goals and objectives (Service Agreements) and regularly reviews service commitments with clients
Manages client problem resolution process: takes ownership of client service concerns and follows up to ensure problems are resolved promptly with necessary actions taken to guard against reoccurrence
Provides world-class services to customers
Provides high quality, accurate administrative and routine reporting to management
Monitors and controls account activities to ensure compliance with internal administrative processes
Participates in training programs to gain proficiency in fiduciary trust and employee benefits areas
O Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization (e.g. executive, management, individual contributors)

178

Client Services Representative Resume Examples & Samples

5+ years of Experience in a financial services firm or institution, preferably in a hedge fund-coverage role
3+ years of experience using Microsoft Word, Excel and PowerPoint in a professional setting
Corporate Actions knowledge
Strong interpersonal skills with the ability to communicate well; someone who is comfortable interacting with individuals at all levels inside and outside the organization
Team player with great upside potential
Ability to navigate the firm and follow up aggressively
Ability to multi-task and work in a dynamic environment
Remain calm under pressure

179

Client Services Representative Resume Examples & Samples

Contact clients or KCMs for instruction to arrange return shipments or for purchased items collection as per assigned schedule
Provide feedback to supervisor and Business Directors on the process and challenges based on the comments from clients and KCMs on execution details
Provide details of shipping requests and/or shipping-related enquiries to shipping team
Report progress and status on contacting clients and KCMs on regular basis
Degree holder in any discipline
Minimum 2 years of working experience in customer facing roles, experience in working in call centre of any industry will be an advantage
Basic Microsoft Excel skills of data entry and summarization is required
Excellent spoken and written English and Chinese (both Traditional and Simplified) is required, and fluency in Mandarin is highly preferred
Good attention to details
Good discipline in following time table and schedules to fulfil work orders

180

Client Services Representative Resume Examples & Samples

Ability for analytical reasoning of sales & research data (CPM, impressions, site metrics, data analysis, etc.)
Must have excellent computer skills
1-2 years working in Google DFP a plus
Must be proficient in Microsoft Suite (Powerpoint and Excel)

181

Client Services Representative Resume Examples & Samples

Provide prompt, courteous service to all external and internal customers and maintain customer service levels according to Kapa’s standards
Provide timely and thorough communication to all ofour valued clients and customers
Reconcile and resolve inquiries regarding billing for clients and/or AP department
Use metrics to optimize, build out and scale the Order Management process to support future growth
Prior experience with billing and order management

182

Client Services Representative Resume Examples & Samples

2+ years of Client Services experience
Customer Service oriented
Dispatch experience

183

Client Services Representative Resume Examples & Samples

Ensures that all order and inquiry related Business Cases are addressed in accordance to defined global principles and guidelines within the agreed global Service Level Agreements
Fluent in Japanese and English. Other languages an advantage
Decisive, you identify bright spots and root causes, and get beyond

184

Client Services Representative Resume Examples & Samples

Over one year of experience in the banking/financial services industry
Over one year of experience working in customer service
Experience with handling difficult customer situations

185

Client Services Representative Resume Examples & Samples

Process annuity requests for Group Annuity contracts in accordance with contractual provisions
Handle inbound/outbound calls from the customer service lines, responding to both institutional and individual client inquiries
Communicate current information pertaining to pricing, interest calculations, account balances, audit inquiries and tax filings to institutional clients
Establish and maintain high quality internal and external customer relationships – assess and respond to their requests effectively
Develop an understanding of operational procedures as well as company, industry and regulatory policies and be able to communicate with clients regarding these matters
Provide support to larger Institutional Annuities Operations teams
Bachelor’s Degree or equivalent business experience
Customer Service experience
General knowledge of pension business a plus
Ability to follow established procedures and stay current with internal control procedures
Ability to work independently while remaining flexible to meet team goals
Accountable, ethical, skilled decision making ability
Proficient computer skills and ability to multitask to effectively manage a diverse work-load

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Client Services Representative Resume Samples

The Guide To Resume Tailoring

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

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

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

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Client Services Representative Resume Examples & Samples

Client Services Representative Resume Examples & Samples

Client Services Representative Resume Examples & Samples

Client Services Representative Resume Examples & Samples

Client Services Representative Resume Examples & Samples

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Client Services Representative Resume Examples & Samples

Client Services Representative Resume Examples & Samples

Client Services Representative Resume Examples & Samples

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Client Services Representative Resume Examples & Samples

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Client Services Representative Resume Examples & Samples

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Client Services Representative Resume Examples & Samples

Client Services Representative Resume Examples & Samples

Client Services Representative Resume Examples & Samples

Client Services Representative Resume Examples & Samples

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Words to Use

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