Client Services Specialist Resume Samples

The Guide To Resume Tailoring

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

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

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

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

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

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

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

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

Create a Resume in Minutes

C Russel

Collin

Russel

6381 Lyla Gardens

Philadelphia

+1 (555) 196 6408

6381 Lyla Gardens

Philadelphia

Phone

p +1 (555) 196 6408

Experience Experience

New York, NY

Assistant Client Services Specialist

New York, NY

Kessler, Kerluke and Beier

New York, NY

Assistant Client Services Specialist

Assist with the review and report of Workers Compensation reports of injury (C-2 forms) to carriers
Develop strong working relationship with assigned Service Teams
Work with Service Team and carriers as directed by manager via telephone, video conferencing and email
All other duties and project work as assigned
Create and Maintain Files
Assists walk-in contractors/expeditors with insurance certificate requests
Assist in maintenance of filing system for claims served against the SCA

Dallas, TX

Client Services Specialist

Dallas, TX

Kuhn, Okuneva and Beatty

Dallas, TX

Client Services Specialist

Provide technical assistance to client advocates and the placement team
Provide technical and direct account service assistance to the servicing team
Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system
Provide technical assistance to client advocates and the broking team
Provide Client risk management analysis and advice
Assisting Producers and Account Executives in the servicing of clients & management of day-to-day service tasks
Working closely with Account Executives to secure information from the client and assist in the renewal and new business programs

present

Dallas, TX

Senior Client Services Specialist

Dallas, TX

Littel-Gislason

present

Dallas, TX

Senior Client Services Specialist

present

Working knowledge of elements of managing a Wrap-Up is a plus
Detailed risk management analysis and advice
Program development, coverage design and policy analysis
Knowledge of principles and processes of business management
Superior working knowledge of technology platforms including Microsoft Office Suite and other systems
Follow-up on expiring certificates of insurance to maintain current certificates for all contractors still working on the project site
Establish sub-contractor policy checking review and/or checklist template for Client Managers and team to utilize when processing sub policies

Education Education

Bachelor’s Degree in Business

Loyola Marymount University

Bachelor’s Degree in Business

Skills Skills

Demonstrated analytical ability and strong decision making skills that will enable providing excellent
Knowledge of bank and investment products or the ability to quickly come up the learning curve
Strong leader and team player with excellent problem solving and interpersonal skills
Significant experience in vendor and contract management, with strong risk/compliance knowledge and exposure to both 3rd party contractual documents as well as internal agreements
Intermediate level Microsoft Office skills to include email, Word (formatting, tables, etc) Powerpoint and Excel (data entry and formatting, Pivot tables a plus)
Demonstrated analytical ability and strong decision making skills that will enable you to provide excellent Identification and action on cross-sell opportunities, Conflict resolution, etc
Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
Strong domain and product/service knowledge in one or more technical area within end user technology/ production services e.g. cloud computing, data, telecoms, communications etc
Excellent computer skills with superior attention to detail
Intermediate level Microsoft Office skills to include email, Word (formatting, tables, etc) PowerPoint and Excel (data entry and formatting, Pivot tables a plus)

Create a Resume in Minutes

15 Client Services Specialist resume templates

Read our complete resume writing guides

Pb-client Services Specialist Resume Examples & Samples

Acts as a primary contact with external clients for day to day account administration and servicing
Provides proactive personalized service including transaction processing/execution of cash products, assist client on cash flow management, inquiries, investigation handling, and account monitoring
Opens new accounts as instructed by clients, ensuring all necessary documentation is requested, received and approved for operations
Assists Bankers in arranging credit facility for client
Assists Bankers in preparation for client meetings and marketing trips and preparation of marketing materials to new clients, and post-meeting follow-up including execution of client instructions, preparation of product proposals and account opening
Language Requirements - In addition to English and Cantonese must possess fluent written and spoken Mandarin including knowledge of both simplified and traditional Chinese characters to be capable to deal with clients independently and able to understand client inquiries and problems; possess judgment and discretion in working with highly confidential information
At least 5 years of solid Client Service /Relationship Managersupport experience from Private Bank, and with solidTaiwanese/ Mainland Chinese clients' handling experiences
Good working knowledge of all Private Banking investments products and the relevant operational aspects of Private Banking cash products such as money transfers, loans, time deposits, funds, etc. ; understanding of the documentation and securities settlement requirements
Understanding of all control standards, particularly those related to money transfers, securities settlement, hold mail, credit and other transactional services
Good interpersonal skills to service and maintain clients and Bankers relationships
Knowledge of all relevant systems and software packages including e-mail, lotus notes, Excel, and other information sources
Adaptable and able to work in a demanding and unpredictable environment, detail-oriented and results-focused

Pb-client Services Specialist, Associate Resume Examples & Samples

Acts as a primary contact with external clients for day to day account administration and servicing
Provides proactive personalized service including transaction processing/execution of cash products, assist client on cash flow management, inquiries, investigation handling, and account monitoring
Opens new accounts as instructed by clients, ensuring all necessary documentation is requested, received and approved for operations
Assists Bankers in arranging credit facility for client
Assists Bankers in preparation for client meetings and marketing trips and preparation of marketing materials to new clients, and post-meeting follow-up including execution of client instructions, preparation of product proposals and account opening
Language Requirements - In addition to English and Cantonese must possess fluent written and spoken Mandarin including knowledge of both simplified and traditional Chinese characters to be capable to deal with clients independently and able to understand client inquiries and problems; possess judgment and discretion in working with highly confidential information
At least 5 years of solid Client Service / Relationship Manager support experience from Private Bank, and with solid Taiwanese / Mainland Chinese clients' handling experiences
Good working knowledge of all Private Banking investments products and the relevant operational aspects of Private Banking cash products such as money transfers, loans, time deposits, funds, etc. ; understanding of the documentation and securities settlement requirements
Understanding of all control standards, particularly those related to money transfers, securities settlement, hold mail, credit and other transactional services
Good interpersonal skills to service and maintain clients and Bankers relationships
Knowledge of all relevant systems and software packages including e-mail, lotus notes, Excel, and other information sources
Adaptable and able to work in a demanding and unpredictable environment, detail-oriented and results-focused

Senior Client Services Specialist Mt Laurel Resume Examples & Samples

Bachelor’s Degree preferred
Minimum 5 years Commercial P&C Client Manager experience
P&C Producers License
Mandatory Experience working within Applied Epic Agency Management System
Ability to multi-task and work in a fast paced environment
Detailed knowledge of Insurance and/or Brokerage business
Ability to provide consultation and expert advice to management on risk management issues
Competency in Microsoft Office (Word, Excel, PowerPoint and Outlook)
Excellent verbal and written communication skills
Interpersonal skills, including relationship-building skills with clients and co-workers
Ability to work independently; self-motivated
Ability to work in a team setting
Customer Service skills
Organization Skills
Critical Thinking skills Problem Solving and Decision Making Skills
Time Management
Strong Analytical Skills
Strong Attention to Detail

Client Services Specialist Human Capital Consulting Resume Examples & Samples

Licenses as required by state law must be obtained within 60 days of employment
Industry designations (CEBS, NAHU) preferred
Must possess in depth knowledge of the insurance industry, products, services and processes
Exceptional relationship building, client service, project management, communications and presentation skills required
Finely honed organization, time management, analysis, problem solving, decision making, negotiation and influencing skills needed
Advanced competency in Microsoft Word, Excel and PowerPoint a must have

Senior Client Services Specialist Resume Examples & Samples

Bachelor’s Degree
Minimum 7 years Commercial P&C Client Manager experience
P&C Producers License
Ability to multi-task and work in a fast paced environment
Detailed knowledge of Insurance and/or Brokerage business
Competency in Microsoft Office (Word, Excel, PowerPoint and Outlook)
Excellent verbal and written communication skills
Interpersonal skills, including relationship-building skills with clients and co-workers
Ability to work independently; self-motivated
Ability to work in a team setting
Customer Service skills
Organization Skills
Critical Thinking skills Problem Solving and Decision Making Skills
Time Management, and Organizing
Strong Analytical Skills
Strong Attention to Detail

Mortgage Client Services Specialist Resume Examples & Samples

Works in a timely manner to ensure customer satisfaction
Maintains familiarity with programs, products, guidelines and processes necessary to perform the job effectively
Maintains diplomacy and tact when dealing with upset or escalated calls
Escalates customer complaints and/or calls through the appropriate channel to team leaders
Applies knowledge and understanding of compliance and applicable regulations relating to the mortgage industry on any loan transaction or inquiry
Applies knowledge and understanding of compliance with the MB’s policies and procedures on any loan transaction or inquiry
Works effectively and independently as well as part of a high producing team

Client Services Specialist Human Capital Consulting Practice Resume Examples & Samples

Updating client tracking system with coverage details, renewals, commissions, and SOX requirements
Managing invoices and revenue tracking for Willis customers
Initiating and gathering data for 5500 filings and submissions
Coordinating, maintaining and assisting with internal compliance and filing system protocols
Providing daily support for the client service teams by addressing general account management and conducting research for team members on client related issues and basic service issues, including claims and billing
Maintaining client contact information
Developing and updating employee/client communications
Preparing employee communications; including Open Enrollment guides, newsletters, brochures, etc
Recording audio presentations and setting up Online Communications Portals
Conducting Open Enrollment meetings and attending Benefit/Health Fairs
Supporting clients with new carrier and vendor implementations
Assisting in the production of annual client reports and deliverables, market analysis and benchmarking studies and date population for analysis and financial modeling
Bachelor’s degree preferred. High school diploma required
2+ years of employee benefits insurance experience, ideally within the carrier or brokerage environment preferred
Must obtain appropriate insurance licenses within 60 days of employment
Strong verbal and written communication skills, including presentation skills required
Must be a team player who can work collaboratively in a fast paced, dynamic environment managing multiple priorities and under tight deadlines
Must support and demonstrate the Willis Values of Advocacy, Teamwork, Development, Respect and Integrity
Ability to establish priorities, work independently and exceed objectives with limited supervision
Ability to handle and resolve client related issues
Proficiency with Microsoft Word, Excel and Power Point, and web-based applications
Must be able to travel to client meetings throughout Virginia and occasionally outside Virginia

Mortgage Client Services Specialist Resume Examples & Samples

Provides a single point of contact for customers to make inquiries, report problems and receive thorough resolution for mortgage lending transactions and products
Communicates via inbound and outbound telephone calls and emails with loan officers, loan processors, closers and other mortgage professionals
Owns the customer follow up and navigates through the organization to obtain the necessary service support on customer issues or requests
Provides prompt resolution to customer inquiries by providing complete and accurate information
Accurately documents and updates records in required systems
Follows-up in a timely manner to ensure customer satisfaction
Understands all programs, products, guidelines and processes necessary to perform the job effectively
Escalates customer complaints and/or calls through the appropriate channel to leadership
10 Applies knowledge and understanding of compliance and applicable regulations relating to the mortgage industry on any loan transaction or inquiry
Applies knowledge and understanding of compliance with the Company's policies and procedures on any loan transaction or inquiry
Works independently as well as part of a high producing team
Assists in training of new Client Services Specialists
Acts as the voice of the customer, alerting product and operations to customer product and technical needs and ideas
Implements whenever possible a work-around to customer non-standard requests to ensure customer satisfaction
Communicates feedback and progress to leadership
Provides feedback to leadership concerning possible problems or areas of improvement
Makes recommendations to implement improved processes

Senior Client Services Specialist Account Executive Resume Examples & Samples

Manage and mentor associates as a function of performing client management activities and executing on client strategic initiatives
Execution of capitalizing on internal subject matter experts and external compliance, 5500 reporting, legislative adherence, Willis internal compliance protocols
Ensure that the team is adhering to WEM compliance and EPIC population
Demonstrate and support Willis Values

Operations Client Services Specialist Resume Examples & Samples

Complies with all UBS/e-Banking guidelines and policies
Manning the Hotline, QMS & emails to answer queries posted
Understand callers needs and communicate effectively with the callers and supporting teams within UBS
Escalate issues as per defined escalation matrix
Demonstrate sensitivity and keen understanding of data confidentiality and client privacy
Handles tasks allocated by Supervisors
Diploma graduate in any discipline minimum 2-3 years' of relevant work experience in a call centre/banking environment
Strong customer service mindset with excellent communication and problem solving skills
Possess strong interpersonal skills to work effectively in a team environment collaborating across diverse groups
As this role does servicing of Hong Kong and Singapore end clients, the candidate should ideally be able to speak English/ Mandarin and Cantonese
Computer literacy is a must
Ability to perform rotating shift, including Saturdays and public holidays

Senior Client Services Specialist Human Capital Consulting Practice Resume Examples & Samples

Minimum 5 years of insurance industry experience related to servicing large complex, employee benefits accounts preferred
Insurance related work experience required
State Life and Health licensing required and professional Certification (CEBS, GBA, PHR, SPHR) preferred
Three or more years of analytical analysis of employee benefit programs preferred and general underwriting experience a plus
Intermediate to advanced knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) problem claim resolution to specifically include the following: HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans; Consumer-driven healthcare, wellness, disease management, and current trends; Regulatory environment of employee benefits plans; Life (term, permanent, etc.), LTD, STD, and state-required disability plans; Form 5500 preparation; Communication preparation experience
Excellent verbal and written communication skills as well as presentation and organizational skills
Ability to establish priorities, work independently, and proceed with objectives with limited to no supervision
Ability to work in a fast-paced environment juggling multiple priorities
Ability to travel to client locations both in-state and out-of-state

Client Services Specialist Resume Examples & Samples

Review owner/contractor contracts for compliance regarding insurance limits and additional insured coverage
Assist in project specific placements throughout the year
Provide technical and direct account service assistance to the servicing team
Initiate the renewal process for existing clients and participate in the placement of insurance programs
Prepare submissions, proposals, presentations, open items lists and registers of insurance
Review and deliver policies within compliance timeframe
Research and respond to client inquires about insurance program and coverage questions
Create certificate and auto identification guidelines for certificate center issuance. Coordinate with the Certificate Center to ensure that certificates are issued timely and accurately
Maintain responsibility for invoicing of clients including preparing premium allocations
Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts and vendor commission tracking
Initiate endorsement requests and follow up for accurate and timely issuance
Ensure Willis Excellence Model (WEM) compliance
Maintain accurate client data base in agency management system and within client portal (Willis On Line)
Bachelor’s Degree
Minimum 2-3 years of P&C insurance brokerage experience
P&C Producers license
Highly skilled in Microsoft Office (Word, Excel, PowerPoint and Outlook)
Excellent Verbal and written communication skills
Interpersonal skills, including relationship-building skills with clients and co-workers
Ability to work independently and self-motivated
Ability to work in a team setting
Ability to multi-task and work in a fast paced environment
Customer Service skills
Presentation Skills
Organization Skills
Critical Thinking Skills

Client Services Specialist Resume Examples & Samples

Responsible for all aspects of New Business Placement, Renewal, and Remarketing process including program analysis, preparation of applications, negotiation with carrier underwriters, obtaining quotes, and creating/delivering proposal documents, monitoring status, and follow up to delivery of policy documents to client
Coordinate and support Day to Day service deliverables such as client inquiries and requesting policy endorsements from carriers within own workflow, or, in partnership with other Central teams as appropriate
Provide service to Willis Clients and interface with other internal Willis service teams using various systems and tools such as EPIC, WillPlace, etc
Maintain client relationships with assigned accounts, and support retention ratio at or above appropriate performance targets
Make program recommendations to existing clients to enhance coverages to match exposures
Identify, drive action on, and close on cross sell opportunities as appropriate
Actively partners with appropriate service team resources to resolve client and carrier issues, including but not limited to coverage questions, billing discrepancies, and collections
Ensure compliance with all Willis and regulatory procedures such as WEM (Willis Excellence Model), SOX, and Surplus Lines taxes
Collaborate and communicate with other client services teams and Shared Service Centers (e.g. the National Accounting Center [NAC], Certificate Issuance Team [Cert Center], Surplus Lines, etc) to smoothly and efficiently complete joint work/process steps/etc
Maintain performance to applicable client service standards and/or metrics
Demonstrated analytical ability and strong decision making skills that will enable providing excellent

Client Services Specialist Resume Examples & Samples

Facilitate and manage after-care service and the life cycle of product repairs for North America
Partner with external vendors to determine cost-effective solutions for clients and the Company alike
Communicate effectively and consistently with clients on the status of their merchandise and Worldwide Headquarters to provide updates, feedback and key information as needed
Partner with sales team to capitalize on client inquiries/product repairs by up-selling and/or generating additional sales
Analyze volume of repairs by store on a monthly basis; provide results to Worldwide
Train the US region on the repair and after-care services process and standards
Identify process improvement opportunities/develop best practices
Propose and implement recommendations to enhance processes/client experience
Complete special projects and assignments as needed/directed by Manager
Minimum 3 -5 years of experience; Prior experience within a service industry and knowledge of the luxury retail market is a plus
Strong verbal and written communication and interpersonal skills
Proficient computer skills including all Microsoft Office applications; prior experience with Sales Logix a plus
Ability to conduct oneself appropriately in a corporate setting with polished and professional communication/attire
Exhibit a strong work ethic, leadership skills, high energy level, and detail/team oriented
Ability to problem solve in a self-sufficient, resourceful manner resulting in creative solutions

Client Services Specialist Resume Examples & Samples

Work as a member of regional client services team, providing in-depth 1st/2nd line application support for production issues from initial client contact through to resolution, including root cause identification and implementing preventative action
Manage production incidents, resolve independently or ensure appropriate ownership within support and development teams. Ensure clients and management are kept up to date
Investigate moderate to advanced inquiries and lead problem resolution
Interface with clients, traders, developers and other IT staff to ensure appropriate prioritization of requests and ensure the smooth running of systems
Ensure appropriate monitoring of systems and hardware is in place in order to minimize future incidents
Work with regional and global teams to implement projects affecting clients or the trading environment
Essential
Ability to understand a complex problem and identify potential solutions by exploring and analyzing diverse alternatives, including, where applicable, risks and potential business impact. Ability to make the right decisions based on the necessary information and to take measures accordingly
Ability to understand and anticipate the consequences of your decisions for other departments/people in short/ long terms. Shows awareness of, and commitment to, improving the effect on the Firm’s cost base/profits
To set high targets/objectives for self and department. Is influential in reaching targets. Prefers to take the initiative than to stay passive if events happen. Committed to improving productivity. Unwilling to accept average performance
Tries to be above the requested performance
Has a clear appreciation of strengths and limitations. Seeks guidance and advice when appropriate to accomplish tasks and perform the role in an effective and efficient way
Provides clear vision and direction. Builds commitment to goal achievement. Motivates staff to ensure they achieve their professional goals. Ensures development of staff through effective performance management
Plays a constructive role as member of the team
Clearly and comfortably delegates both routine and important tasks and decision while retaining accountability. Effective communicator
Takes appropriate action and shows good judgement in critical and high-pressure situations
Consistently demonstrates integrity, fairness and professional conduct

Senior Client Services Specialist Resume Examples & Samples

Day-to-day courteous client service encompassing all lines of business and program designs
Detailed risk management analysis and advice
Consistent and reliable global client service
Program development, coverage design and policy analysis
Swift response to client program, policy and coverage questions
Review of contracts and documents
Prompt resolution of client, insurer and/or vendor accounting issues
Harmonize marketing and servicing with other Willis offices globally
Current Property and Casualty broker’s license
Minimum of 10+ years insurance industry experience
Experience with Middle to Large enterprise accounts
Knowledge of all lines of business and program design
Knowledge of master and local markets
Reliable and consistent work ethic
Good reputation within underwriting community and senior leaders of insurers
Evidence in work history of providing excellent client service in the insurance industry
Ability to provide consultative and expert advice to clients
Superior working knowledge of technology platforms including Microsoft Office Suite and other systems
Top-quality interpersonal, communication (verbal and written), analytical, presentation and organizational skills
Self-motivated with the ability to work effectively as part of a team and on individually-assigned tasks in a detailed environment where superior time-management and prioritization skills are essential

Client Services Specialist Resume Examples & Samples

5+ years of successful commercial insurance customer service experience ideally within the brokerage environment
Experience working with large complex clients across a variety of industries strongly preferred. Property & Casualty license required within 60 days of employment
Advanced designations and certifications preferred
High school diploma required. BA/BS degree preferred
Demonstrated strength in mathematics and analytical capabilities
Well-developed interpersonal, communication, team building, presentation, customer service and organization and time management skills
Proficiency with Microsoft Outlook and Excel a must have

Senior Client Services Specialist Resume Examples & Samples

Bachelor’s Degree preferred
Minimum 5 years Commercial P&C Client Manager experience
Mandatory Experience working within Applied Epic Agency Management System
Ability to provide consultation and expert advice to management on risk management issues
Time Management

Operations Client Services Specialist Resume Examples & Samples

First point of contact for internal and / or external business partners, clients, account managers and relationship managers within a highly regulated environment
Seek to deliver a best in class client experience, using innovative approaches to identify and address client needs
Consult with senior staff on complex issues
Ensure efficient issue resolution through research and proper escalation
Identify and recommend methods to improve processes, reduce risks, increase controls, and increase customer satisfaction
Commit to a culture of continuous improvement centered on client service

Private Bank-client Services Specialist Resume Examples & Samples

Language Requirements - In addition to English and Cantonese must possess fluent written and spoken Mandarin including knowledge of both simplified and traditional Chinese characters to be capable to deal with clients independently and able to understand client inquiries and problems; possess judgment and discretion in working with highly confidential information
At least 5 years of solid Client Service / Relationship Manager support experience from Private Bank, and with solid Taiwanese / Mainland Chinese clients' handling experiences
Good working knowledge of all Private Banking investments products and the relevant operational aspects of Private Banking cash products such as money transfers, loans, time deposits, funds, etc. ; understanding of the documentation and securities settlement requirements
Good interpersonal skills to service and maintain clients and Bankers relationships
Knowledge of all relevant systems and software packages including e-mail, lotus notes, Excel, and other information sources

Client Services Specialist Resume Examples & Samples

Provides risk management analysis utilizing new business, renewal and claim reviews. Makes recommendations to prospects and current clients to update and enhance policy contracts
Performs all phases of new business , renewal and remarket processing including preparation of applications, negotiation with underwriters, obtaining quotes , creating proposals, monitoring status, and follows up to delivery of policy documents to client
Prepares policy change requests, and submits requests to carriers. Monitors status of change requests, reviews policy documents for accuracy and follows up to delivery of change documents to client
Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system
Identifies and processes coverage enhancement and cross- sales opportunities
Resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements, billing controversies
Other responsibilities as directed by the Office Manager or Managing Partner
Five (5) or more years of insurance industry experience related to servicing accounts. Exposure to Real Estate and Construction related insurance a definite plus
Property and Casualty license
Knowledge of Insurance and/or Brokerage business
Technical knowledge of product area or industry, especially construction
Ability to provide consultation and expert advice to management on risk management issues
Knowledge of principles and processes of business management
Knowledge of mathematics including arithmetic
Knowledge of principles and methods involved in promoting and selling services
Personal Computer skills
Verbal and written communication skills
Ability to work independently
Critical Thinking skills
The Real Estate Practice at Willis Towers Watson is at the forefront of the development of the business and is recognized as a key driver of competitive advantage. This provides exceptional opportunities for our team to participate in wide variety of projects and activities

Financial Client Services Specialist Resume Examples & Samples

Bachelor’s degree required, insurance degree a plus
A minimum of 1-2 years’ experience in financial industry with exposure to analytical work related to employee benefits programs and underwriting preferred
At least 3 years of financial analysis preferred
State Life and Health license must be obtained within 60 days of hire
Basic understanding of insurance products, bid preparation and analysis, problem claim resolution and underwriting and financial analysis a plus
Must possess exceptional Excel skills, communication skills and be able to work on multiple projects and varying deadlines independently in a fast paced and dynamic environment
Proficiency in Microsoft Word and PowerPoint as well as ability to navigate the internet expected

Operations Client Services Specialist Resume Examples & Samples

Independently interact with our clients to provide timely and complete resolution to inquiries/requests within established timeframes
Educate clients on processes and procedures
Navigates through various internal administrative systems
Analyze trends, identify root cause and propose solutions

Senior Client Services Specialist Resume Examples & Samples

Minimum of 7+ years insurance industry experience providing exceptional service/account management to Middle Market or Large complex commercial lines accounts
Knowledge of all lines of business and program design and ability to provide consultative advice to clients and colleagues
Property and Casualty broker’s license required within 60 days of employment
Professional designations (CPCU, ARM, etc…) preferred

Client Services Specialist Resume Examples & Samples

Experience working with middle market to large commercial insurance accounts required
Property & Casualty license required within 60 days of employment
Must be a fast learner who pursues development opportunities with keen interest and seeks out opportunity for career advancement in an appropriate manner

Senior Client Services Specialist Resume Examples & Samples

Minimum 5 years of insurance industry experience related to servicing large complex, employee benefits accounts preferred
Bachelor’s degree required
Insurance related work experience required
State Life and Health licensing required and professional Certification (CEBS, GBA, PHR, SPHR) preferred
Three or more years of analytical analysis of employee benefit programs preferred and general underwriting experience a plus
Intermediate to advanced knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) problem claim resolution to specifically include the following: HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans; Consumer-driven healthcare, wellness, disease management, and current trends; Regulatory environment of employee benefits plans; Life (term, permanent, etc.), LTD, STD, and state-required disability plans; Form 5500 preparation; Communication preparation experience
Excellent verbal and written communication skills as well as presentation and organizational skills
Ability to establish priorities, work independently, and proceed with objectives with limited to no supervision
Ability to handle and resolve client related issues
Ability to work in a fast-paced environment juggling multiple priorities
Computer skills which include proficiency with Microsoft Word, Excel and Power Point, as well as navigation within the Internet
Ability to travel to client locations both in-state and out-of-state

Client Services Specialist Resume Examples & Samples

Bachelor’s Degree (preferred) or equivalent industry experience
Minimum 3 years of insurance industry experience related to servicing accounts (experience with Property insurance strongly preferred)
P&C Producers license, or must obtain within 60 days of employment
Knowledge of Insurance and/or Brokerage business, with knowledge of Financial Institutions and Investment Banking a plus
Ability to provide consultation and expert advice to management and lending clients on exposures associated with catastrophic losses
Competency in Microsoft Office (Word, Excel, PowerPoint and Outlook)
Strong verbal and written communication skills

Inst Sales Client Services Specialist Resume Examples & Samples

Responsible for sales back-up and operational support for a designated affiliate region
Responsible for client contact and account supervision while sales people are out of the office
Prioritize workload and meets all deadlines
Prepare monthly reports summarizing MTD and YTD sales revenues and goals
Offer optimum support to the managers by remaining aware of corporate goals and providing open communication with sales and management
Ensure, maintain, and build excellent client relations by providing good knowledgeable responsive communications and follow up
Identify sales opportunities and monitor, on an ongoing basis, account activities to maximize revenue
Build relationships across department boundaries
Provide good communication with trading desk on presales and restructuring of municipal underwritings
Assists sales force in generating daily revenue through sale of proprietary products and of all fixed income new issues and secondary products across all asset classes
Maintain and build current customer relationships
Train and mentor new hires
Ensure proper documentation for new and existing customers in order to be compliant
Identify and resolve trade or operational issues
Take ownership of customer needs and issues
Perform special projects as assigned
Handle all administrative duties for designated sales region
Supervises and serves as the liaison between the accounting and investment analytics vendors and the sales force
Act as a lead role in new account implementation and set-up
Manages Taylor Advisor implementation and distribution
Series 7 and 63 licensed
Broad knowledge of all fixed income classes and proprietary products
Able to independently decipher trade error and correct operational procedures
Expertise with Bloomberg LLP and basic understanding of accounting concepts preferred
Excellent interpersonal, written, verbal, and communication skills
Able to prioritize and multi task in a fast paced, time sensitive environment
Must have broad knowledge of trading and bank office system policy and procedures
Excellent office management and strong customer service skills

Operations Client Services Specialist Resume Examples & Samples

Day to day Operational support for existing trades (cross asset class and divisions)
Liase with NBC for any new initiative that requires New Business Initiatives (NBI) / Complex Transaction (CT)
Coordinate IB account opening for different products, link up Client Advisor / Client Advisor Assistant to the proper RtB teams
Carry out feasibility studies and process map-out for new products to be added to Global Family Office booking models
Provide Guidance to IB Sales and WM Client Advisors / Client Advisor Assistants on pre-trade conditions are met prior to trade execution
Provide guidance to IB sales and WM Client Advisors / Client Advisor Assistants on client product education material
Trade support: Instrument (STARR) creation for order entry
Liase with IB/WM Legal on documentations
Liase with Operations on any settlement issues, life cycle issues with the trade
Facilitate as a central coordination and contact point for all delivery partners
Process design for new workaround/preferred model products
Establish trustworthy partnerships with WM Client Advisors / Client Advisor Assistants, IB Sales and GFO Business

Client Services Specialist Resume Examples & Samples

Provide service to Willis Towers Watson Clients and interface with other internal Willis Towers Watson service teams using various systems and tools such as EPIC, WillPlace, etc
Ensure compliance with all Willis Towers Watson and regulatory procedures such as WEM (Willis Towers Watson Excellence Model), SOX, and Surplus Lines taxes
Identification and action on cross-sell opportunities
Conflict resolution, etc
Previous experience in a role that is client-facing or external stakeholder-facing is required
Property & Casualty (P&C) insurance knowledge/experience is strongly preferred. Previous work experience in a similar job function or with similar processes is very strongly preferred
Previous experience in a leadership role, whether formal, matrix or mentor, is a plus
Basic to Intermediate level Microsoft Office skills to include email, Word, Powerpoint and Excel
Word skills to include: formatting, Tables, Table of Contents, Headers, Footers and Review capabilities
Excel skill capabilities to include: data entry and formatting
Exposure to Excel formulas and Pivot table creation/manipulation a plus
Superior interpersonal skills for working with colleagues and clients
Demonstrated ability in conflict resolution and selling skills are a plus
Strong verbal and written communication skills to include phone conversation and email communication
Technology acumen to adapt to multitude of technology based systems (Epic, WillPlace carrier online rating systems)
Attention to detail and process orientation
Time Management and Organizational Skills
Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
Customer service focus
Problem solving abilities, including critical thinking, research, quantitative skills, creativity
Able and willing to work a flexible work schedule as agreed
Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current licensing status

Client Services Specialist Resume Examples & Samples

Directing others in the Day-to-day client service encompassing all lines of business and program designs
Provide Client risk management analysis and advice
Consistent and reliable global client service
Coverage review, analysis and recommendations
Review of contracts and documents
Resolution of complex of accounting and financial transactions
Coordination of services across multiple disciplines
Managing a book of Middle Market business for Virginia operations
Minimum of 5 years insurance industry experience providing exceptional service/account management to Upper Middle Market commercial lines clients. Familiarity with International programs a bonus
Degree in Business, Finance or Risk Management
Ability to manage a team of service colleagues across multiple offices
Knowledge of all lines of business and program design and ability to provide consultative advice to clients and colleagues
Property and Casualty broker’s license required within 60 days of employment
Professional designations (CPCU, ARM, etc…) preferred
Superior working knowledge of technology platforms including Microsoft Office Suite and other systems
Top-quality interpersonal, communication (verbal and written), analytical, presentation and organizational skills
Self-motivated with the ability to lead a team as well as handle individually-assigned tasks in a detailed environment where superior time-management and prioritization skills are essential

Client Services Specialist Resume Examples & Samples

At least 5+ years client management in the insurance industry, preferably in the insurance brokerage environment
Casualty background with Property experience required
Bachelor’s Degree preferred
First-class interpersonal skills, including relationship building & maintenance
Excellent communication (verbal & written), numerical, presentation & organizational skills
Self-motivated with the ability to work effectively as part of a team in a fast-paced, dynamic environment where superior time-management and prioritization skills are essential
Holds, or is working towards, an appropriate professional designation (e.g. CIC, CPCU, ARM); valid State Insurance license essential
The candidate must have a proficient working knowledge of Microsoft Office systems

Senior Client Services Specialist Resume Examples & Samples

Researches and compiles answers to client/subcontractor’s policy and coverage questions—coordinates response with Account Executive/Client Advocate
Dealing with clients and/or contractor questions related to enrollment issues, coverage issues, & closeout
Possible supervisor of administration staff or coordination of administration tasks with the data management team
Process contractor enrollments including verification of deduct information and verification of compliant certificate of insurance
Communicate directly with contractors regarding issues related to the program
Provide monthly reporting of data/account information and outstanding items as required
Provide necessary information regarding payroll, rating, deduct history
Maintenance of client files
Works closely with Willis & CIP Carrier teams in coordinating service on account
Establish sub-contractor policy checking review and/or checklist template for Client Managers and team to utilize when processing sub policies
Coordinate transmittal of subcontractors policies where required
Develop proficiency in Wrap-trac/WillCIP system as trained
Review Wrap-Trac/WillCIP reports to verify accuracy and identify problem areas
Alerts Client Advocate/Account Executive of potential problems and seeks direction
Works with Claims and Safety representative on issues related to the programs
Coordinates client & carrier meetings
Assist in resolving any carrier discrepancies
Coordination & review of audits with carriers
Coordinate reporting of client and carrier information and provide interpretation of financial reports as required
Oral presentation skills for Pre-Bid/Pre-Con Meetings and carrier meetings to educate all eligible construction contractors regarding responsibilities under the wrap-up and respond to questions and inquiries
Prepare monthly/quarterly progress reports and ability to explain to client/contractors
Follow-up on expiring certificates of insurance to maintain current certificates for all contractors still working on the project site
Follow-up on Missing Payroll Items
College –Bachelor’s Degree preferred or equivalent experience required in the insurance industry
Insurance degree a plus and/or insurance designations—CRIS, CIC, CPCU, or ARM
5 or more years of insurance industry experience related to servicing accounts
Property and Casualty license
Working knowledge of elements of managing a Wrap-Up is a plus

Client Services Specialist Resume Examples & Samples

Prior work experience in Card Services (Credit, Debit, Prepaid)
Strong working knowledge of Microsoft Office (excel experience desired)
Must be very detail orientated; able to remain focused in a fast paced environment
Strong organizational skills to perform multiple tasks quickly and effectively
Strong written and oral communication skills
Understanding of computer technologies
Analytical and problem-solving skills

Assistant Client Services Specialist Resume Examples & Samples

Entering, manipulating and maintaining data in applicable systems such as Epic, WillPlace and various Microsoft Office products
Using data, appropriate templates, and analytical capability to develop custom documents, lists, and workbooks in support of various stages of pre-placement activities
Maintaining knowledge of market trends and changes
Identifying, engaging and coordinating expert resources across various Client Service Teams and Centers to smoothly and efficiently complete joint work/process steps
Tracking scope of services
Preparing summaries of current programs, expiring exposures and loss histories
Obtaining loss runs as needed for marketing
Obtaining experience modifications
Checking market security/FATCA and address exceptions, and obtaining approval as applicable
Preparing draft submission documents
Coordinating information from all resources and preparing program proposals
Researching client/carrier accounting issues
Requesting and ensuring timely delivery of invoices
Ensuring timely and accurate issuance and delivery of certificates of insurance and auto ID cards
Reviewing and delivering audits and coordinating mid-term accounting adjustments as needed
BA/BS degree in a related field of study preferred
Holds a current 440 License
Up to 3 years of professional experience working in a professional office environment ideal
Prior Property and Casualty insurance knowledge and experience strongly preferred but not required
Must have, or be able to obtain insurance licenses, as required by state law, within 60 days of employment
Strong verbal and written communication skills including both phone conversation and email communication etiquette, must haves
Basic to intermediate level MS Office skills (exposure to Excel pivot tables creation/manipulation a plus)
Attention to detail and process orientation extremely helpful
Problem solving abilities, including critical thinking, and quantitative skills preferred
Demonstrated ability to learn and/or perform complex processes with variable work inputs and outputs is required
Time management and organizational skills combined with a strong Customer Service focus mandatory
Ability to work independently in a fast paced and dynamic environment required

Client Services Specialist Resume Examples & Samples

Minimum 5 years of professional work experience ideally in the insurance brokerage or carrier space
Experience working specifically with government contractors ideal
Ability to operate as an individual contributor within a team framework
Possesses solid insurance brokerage, account management, and servicing skills
Possesses effective problem solving and communication skills
Maryland broker’s license required. Other non-resident licenses required, where appropriate
Advanced knowledge of Microsoft office a must, particularly Word and Excel

Client Services Specialist Resume Examples & Samples

Work closely with Willis team in coordinating service on account
Alert Sr. Client Services Specialist/Client Advocate/Account Executive of potential problems and seek direction
Work with Claims and Safety representative on issues related to the program
Participate in monthly meetings
Attend and present OCIP information at Pre-Bid/Pre-Con and carrier meetings
Maintenance of client/contractor files
Work with contractors to gather appropriate enrollment information and monthly payroll reports
Process enrollments, including bid deduct calculation, and forward to data entry center for processing
Process contractor/project closeouts as outlined in the CIP manual
Maintain quality control, ensuring all enrollments, payroll reports and closeouts are processed timely and accurately
Communicate directly with contractors regarding issues related to the program (enrollment issues, payroll reporting, closeout, etc.)
Develop proficiency in Wrap Administration system
Review Wrap Administration system reports to verify accuracy and identify problem areas
Coordinate reporting of client and carrier information and provide interpretation of financial reports as required
Prepare monthly/quarterly progress reports and explain to client/contractors
Provide monthly reporting of data/account information as required
Assist in compiling stewardship reports
Provide necessary information to marketing regarding payroll, rating, deduct history
Assist in review and delivery of Master policies
Complete subcontractor policy checking review and/or checklist template
Coordinate transmittal of subcontractors policies where required
Process mid-term policy changes as requested
Research and compile answers to client/contractor’s policy and coverage questions—coordinate response with Sr. Client Services Specialist/Account Executive/Client Advocate
Assist with follow-up on carrier issues
Assist in resolving any carrier discrepancies
Coordination & review of audits with carriers
Some travel may be required
Other Duties as Assigned
Five or more years of insurance industry experience related to servicing accounts
Property and Casualty license or Life and Health License dependent upon area of work
Technical knowledge of product area or industry
Understands rating calculations pertinent to WC, GL for guaranteed cost and loss sensitive programs
Ability to work independently as well as in a team setting
Presentation, organization and critical thinking skills
Ability to multi-task and work under pressure or time constraints
Accuracy and Attention to detail

Client Services Specialist Resume Examples & Samples

Property & Casualty (P&C) insurance knowledge/experience is required. Previous experience working with Commercial Middle Market (up to $25k in revenue) accounts and clients is very strongly preferred
Demonstrated analytical ability and strong decision making skills that will enable you to provide excellent Identification and action on cross-sell opportunities, Conflict resolution, etc
Intermediate level Microsoft Office skills to include email, Word (formatting, tables, etc) Powerpoint and Excel (data entry and formatting, Pivot tables a plus)

Operations Client Services Specialist Resume Examples & Samples

Managing Business escalation and new account opening prioritization
Direct liaison with, and support to internal clients. Task will include hotline/advisory support, This will require a developed understanding of the various UBS product offerings including Portfolio, Discretionary Management, Trust and Margin Lending etc
May require direct liaison with, and support to mainly internal clients or business partners including other departments within operations, Legal and Compliance, Business Risk Management, Project team etc
Investigate and hand-hold issues/error by syndicating among multiple stakeholders to alleviate disruption to Business
Ensure adherence to regulations, guidelines, standards and UBS policies. Maintain a highly developed awareness of potential legislative and UBS policy breaches and act to proactively prevent their occurrence
Updating and monitoring of procedures and checklists to increase knowledge & process improvement
Engage in training for Operations and Business, ad-hoc project, process improvement, cross-border initiatives, new regulatory requirement/policy roll-out, etc
Bachelor’s degree and more than 1 year relevant work experience at a financial services company. An understanding of Wealth Management business and client documentation knowledge preferred. Strong problem solving skills with an analytical mind with an awareness of data quality and regulatory issues. Possess strong communication skills and stakeholder management ability. Client onboarding experience or other related experience such as AML, KYC or similar experience. Display strong client servicing and interpersonal ability across all levels or ranks coupled with the confidence to always challenge and ask questions. Meticulous, proactive and able to work independently as well as a team. Organised and multi-tasking skills including the ability to prioritise or effective time management

Client Services Specialist Resume Examples & Samples

Acting as the primary interface from the Service Governance function, to the Production Services organisation, for the function to which they are assigned
Embedding into assigned Production Services Function, and be a member of the Function Management team, building strong relationships, reporting on all aspects of the Service Governance services and maintaining communication channels
Working with the Function Services Owner, to agree the Service Governance strategy across the portfolio to which they are assigned, developing knowledge and understanding the portfolio to add value to the overall services strategy
Maintaining the Service Governance catalogue for the portfolio to which they are assigned, ensuring that all upcoming contract events are tracked and proactively managed
Performing due diligence activity to identify all contracts within their portfolio and determining the most appropriate service governance offering for each contract
Managing and Tracking the book of work for the portfolio to which you are assigned, ensuring that all incoming projects are catalogued and prioritised
Utilising both the Service Governance Project Management function, and Service Governance Project Coordinator team, to deploy the appropriate service governance offering to each contract within the portfolio
Setting up the governance standards for complex contracts, scoping the requirements and managing the end to end recruitment process, as well as ongoing sponsorship of the resources until the project has been fully handed to Business As Usual
Providing operational governance, utilising the Subject Matter Experts both within and outside of the Service Governance team, to ensure the services are maintained in accordance with the governance standards
Delivering benefits and cost savings across the portfolio for which they are responsible, ensuring they secure optimal value and cost efficient delivery of services from our service providers
Acting as the primary point of contact for any audit point or findings, relating to the portfolio of services, and ensuring alignment to the Deutsche Bank vendor risk management framework as well as to current regulatory and compliance requirements
Working collaboratively with the community to maintain the integrity of the framework, and also with the other Service Governance roles to identify, agree and implement service improvements, monitoring and feeding back on their effectiveness
Significant experience in vendor and contract management, with strong risk/compliance knowledge and exposure to both 3rd party contractual documents as well as internal agreements
Strong domain and product/service knowledge in one or more technical area within end user technology/ production services e.g. cloud computing, data, telecoms, communications etc
Significant experience managing large-scale, complex outsourcing contracts
Successful, multi-year track record in a vendor management organisation
Experience working in the financial services/management industry
Strong team manager, able to work in virtual, global teams in a matrix organisation
Excellent strategic agility, critical thinking, influencing and relationship management skills
Strong business planning, problem solving, financial management, communication and presentation skills
Excellent communication skills, fluent in English (written and verbal) and local languages if necessary
High energy, with the ability to work in a fast-paced business environment
Exposure to a broad range of client groups and business challenges
Willing to take tough decisions
Proven experience in identifying and delivering process improvement projects, in a complex operating environment using strong relationship building skills
Relevant Bachelor or Masters Degree (or equivalent) from an accredited college or university (or equivalent work experience)

Client Services Specialist Resume Examples & Samples

Open Consumer and Entity accounts in compliance with legal and regulatory mandates using Systematics, CitiSmart, NetX360, Open Wealth, OneSource, DMS, WINS and the Access Database
Perform Day 2 verification, Fulfillment and OneSource linking of accounts
Perform requested documentary maintenance on existing accounts that come thru ARD module of OneSource
Support the Business by providing root cause analysis of Client visible issues and reporting results
Identify process improvements to streamline processes and reduce cycle time in support of current and new products
Possess the ability to work in a high volume environment where deadlines are a must to satisfy clients
Strong leader and team player with excellent problem solving and interpersonal skills
Excellent computer skills with superior attention to detail
Proactive communication (verbal and written) skills
Ability to prioritize and organize effectively
Must be control minded
Knowledge of bank and investment products or the ability to quickly come up the learning curve

Senior Client Services Specialist / Team Lead Resume Examples & Samples

Minimum 5 years Commercial P&C Client Manager experience on large Risk Management accounts
Ability to manage a team of service colleagues across multiple offices
Detailed knowledge of Insurance and/or Brokerage business
Technical knowledge of product area or industry
Ability to provide consultation and expert advice to management on risk management issues
Competency in Microsoft Office (Word, Excel, PowerPoint and Outlook)
Interpersonal skills, including relationship-building skills with clients and co-workers
Ability to work in a team setting
Critical Thinking skills Problem Solving and Decision Making Skills
Time Management, and Organizing

Junior Client Services Specialist Health & Benefits Resume Examples & Samples

Responsible for the daily support of the client service team addressing general account management and research for team members on client related issues including eligibility, billing and claims
Coordination, maintenance and assistance of internal compliance and filing system protocols
Update client tracking system with coverages, renewals, commissions, SOX requirements
Invoice management and revenue tracking for Willis customers
Review of plan documents and contracts
Initiating and data gathering for 5500 filings and submissions
Assist Client Advocates & Consultants in developing responses to RFPs and proposal development
Obtain and maintain an education client service and production in employee benefit and healthcare trends to accelerate ability to assist teams
Coordinate and represent WTW at client Open Enrollment meetings and health fairs
Support Willis values
1-3 years’ experience in a related or skill-set transferable field
Must be a team player but a self-starter
Ability to establish priorities, work independently, and proceed with objectives with limited supervision
Ability to handle and resolve client related issues
Ability to work in a fast-paced environment juggling multiple priorities
Computer skills which include proficiency with Microsoft Word, Excel and Power Point, and web-based applications
Demonstrate a commitment to building new skills

Client Services Specialist Resume Examples & Samples

Provide technical assistance to client advocates and the placement team
Maintain client service standards
Develop custom analytical reports
Maintain insurance records for accounts including writing account summaries, compiling, calculating and organizing insurance data and correspondence
Assist with claim analysis
Work with the team to maintain and administer open items list
Assist with Stewardship reports
Review and maintain insurance policies and endorsement
Responsible for management of certificates of insurance programs for clients and billing/accounting for clients
Resolve customer inquiries and problems pertaining to insurance products and services
3-5 years of insurance brokerage experience; experience with construction risks preferred
Bachelor’s degree
Property and Casualty producers license
Advanced Microsoft Office skills
Superior interpersonal skills for working with colleagues, clients and underwriters
Excellent verbal and written communication skills
US Driver’s License

Client Services Specialist Resume Examples & Samples

Assessing needs and consulting with executives on our executive development programs
Managing lead qualification and communication strategies
Analyzing outreach and conversions to further refine strategies
Researching and analyzing competitive programs
Representing HBS Executive Education at events and conferences

Client Services Specialist Resume Examples & Samples

Maintain updated team account list
Send alert to senior broker when an account is 90 days away from the renewal date. Solicit the incumbent primary carrier for required renewal information (ensures the team utilizes the most up to date applications)
Gather blank new/renewal applications and send to the production team or client
Create web-based submissions as needed
Initiate the WillPLACE data entry process

Client Services Specialist Resume Examples & Samples

Call customers regularly according to established service level objectives (SLO)
Ability to address questions or concerns and/or source answers for customer regarding all required paperwork, changes or next steps
Work with the customer to review site plans and changes to the contract or design from the original sale, compared to the final engineering design
Persuade customers to return paperwork in a timely manner and resolve obstacles to ensure this happens
Understand the basics of a solar system, job flow and requirements to achieve permission to operate (PTO)
Manage daily functions using SolarCity’s customized databases including inputting appropriate notes for all tasks, and progressing project status
Monitor multiple job statuses pre-installation and take action on jobs not meeting service targets
Manage and prioritize a high volume of internal and external inquires via email and phone
Identify common issues and develop suitable solutions to handle inquiries in a timely manner
Aptitude to recognize fragile customers or situations need to be escalated to management
Exceed customer expectations and work to provide the best customer experience that our customers has ever had
Develop and maintain a strong professional relationship with the Sales and Operations teams
Meet or exceed set individual and team quotas and goals
Excellent phone skills
Outstanding interpersonal skills
Ability to work on multiple tasks as the same time
Excellent written and verbal communication skills required
Must be a self-starter and an independent thinker
Acute awareness & ability to manage to deadlines
Highly organized and process oriented
Highly proficient with desktop applications such as Adobe Acrobat Professional, MS Office, and Internet Explorer including an ability to learn new IT systems
Professional, customer focused approach to completing assignments and representing company
Calm and positive manner, ability to handle escalated or angry customers
Flexible and adaptable, with the ability to adjust to different situations and process changes
Excellent customer service skills required
Ability to work well with others in a collaborative team environment
Regular, reliable and predictable attendance required
Must be able to successfully pass a pre-employment criminal background screen. Additional pre-employment driving and drug screens may be required based on job responsibilities

Associate Client Services Specialist Resume Examples & Samples

Serve as the primary contact for assigned clients
Understand basic technical issues and work with management to achieve problem resolution with clients
Audit incoming client paperwork for accuracy and making necessary corrections
Assist Senior Specialists with auditing as needed
Excellent communication (oral and written) and attention to detail
Client service experience, science background, ability to write about and/or discuss issues via phone
Bachelor's degree in science (chemistry preferred) or other related degree concentration, or equivalent directly-related experience (two years of directly related industry experience is equivalent to one full-time year of college in related major)

Loan Client Services Specialist Resume Examples & Samples

Perform accurate and timely monetary processing as indicated. This includes the processing of Dollar Transaction Forms and Loan Initial Funding Requests via the Centralized Funding process
Process requests received via Service Request Tracking System (SRTS) and databases including Fee Waiver requests and changes to indicative account information. This would also include transactions such as reapplication of payments, research of missing or misapplied payments, and producing payment history statements
Proficiency in the following systems: Hogan, CLS, Lotus Notes, Microsoft Outlook
Knowledge of Bank Loans/deposit Products
Experience researching/reviewing Credit Bureaus, rejects and errors
High School diploma, some college
Demonstrated ability to establish relationships and work well with other team members dedicated to exceptional customer service
Ability to establish and maintain effective working relationships among product and support partners
Demonstrated strong customer service ethic. Dependable and open minded with a proven ability to accept and adapt to new ideas in a changing environment
Ability to understand and perform tasks thoroughly and accurately with minimal supervision
Strong organizational skills, detail-oriented and proven ability to prioritize work

Regional Client Services Specialist Resume Examples & Samples

Minimum of 7 years related experience in an IT or other technical support capacity
Experience in UNIX/Macintosh based platforms with at least 5 years experience
Experience maintaining a large deployment of systems managed by Mobile Device Management (MDM) platform
Demonstrated project management and leadership skills; remains flexible and calm in the face of ambiguity
Demonstrated customer service and interpersonal skills
Experience with supporting Apple systems remotely
Experience with Apple NetBoot/NetRestore
Experience with scripting and command line utilities
Experience database management and web based design
Self motivated and able to work independently or as part of a team
Well versed in information security and remote management tools
Familiarity with MDM solutions such as JAMF/Casper or Puppet is a significant plus

Senior Client Services Specialist Resume Examples & Samples

Establish sub-contractor policy checking review and/or checklist template for with Principle Client Service Manager and Data Management team to utilize when processing sub policies
Develop proficiency in WillCIP system as trained
Review WillCIP reports to verify accuracy and identify problem areas
Attend client & carrier meetings
Other Duties as Assigned
College –Bachelor’s Degree preferred or equivalent experience required in the insurance industry. Insurance degree a plus -- Insurance designations—CRIS, CIC, CPCU, or ARM Property and Casualty license or Life and Health License dependent upon area of work
Typically requires 5 or more years of insurance industry experience related to servicing accounts
Property and Casualty license. Working knowledge of elements of managing a Wrap-Up is a plus
Knowledge of Insurance and/or Brokerage business
Technical knowledge of product area or industry
Knowledge of principles and processes of business management
Ability to speak with Client’s and/or Contractors regarding enrollment, payroll reporting, coverage or audit issues
Comfortable working in a “project site” environment
Knowledge of mathematics including arithmetic
Understands rating calculations pertinent to WC, GL for guaranteed cost and loss sensitive programs
Personal Computer skills
Verbal and written communication skills
Ability to work independently as well as in a team setting
Presentation, organization and critical thinking skills
Ability to multi-task and work under pressure or time constraints
Accuracy and Attention to detail

Client Services Specialist Resume Examples & Samples

Property & Casualty (P&C) insurance knowledge/experience is required. Previous experience working with Commercial Middle Market (up to $5k to $10K in revenue) accounts and clients is very strongly preferred
Intermediate level Microsoft Office skills to include email, Word (formatting, tables, etc) PowerPoint and Excel (data entry and formatting, Pivot tables a plus)
Once hired, your continued employment is also conditioned upon your timely and successful completion of (i) training module and (ii) any examination for any professional certification/designation and/or licensing which is deemed as a requirement for your position. Using the available training and subject matter expert resources that will be made available to you, such training modules, certification/designation examinations, and licensing (as applicable) must be successfully completed by you
Please understand that if you do not successfully complete the employment requirements as noted above, your employment may be ended at Willis Towers Watson' discretion

Client Services Specialist Resume Examples & Samples

Assisting Producers and Account Executives in the servicing of clients & management of day-to-day service tasks
Working closely with Account Executives to secure information from the client and assist in the renewal and new business programs
Answering client policy and coverage questions, consulting with clients on policy changes, and implementing & delivering any resultant changes as required
Identifying account rounding and cross-sell opportunities
Assisting with resolving client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts, coordination of certificate request issues, policy checking & vendor commission tracking
Maintaining certificate and auto identification information for document issuance
Ensuring compliance with Willis and Regulatory procedures
Managing policy checking and delivery
Utilizing carrier rating programs to generate quick quotes for coverage, if necessary
Minimum 3+ years Commercial Property & Casualty insurance industry experience in a Service or Marketing role that is client-facing
A valid, relevant State Property & Casualty license
Proficiency with Microsoft Word, Excel, Powerpoint, and Outlook
Experience with London marketplace and global insurance programs (preferred, not required)
First-class interpersonal including relationship building, skills
Strong communication (verbal & written), numerical, presentation & organizational skills are essential
Self-motivated with the ability to work effectively as part of a global team or on individually-assigned tasks in dynamic environment where superior time-management and prioritization skills are essential

Global Liquidity & Cash Management Client Services Specialist Resume Examples & Samples

Communicate with stakeholders at a regional/global level; ensure effective internal and external communication and sharing of such projects
Serve as liaison between Client Service and other project stakeholders
Minimum of 8 years working in the banking industry
In-depth knowledge of industry standards related to all Cash Management products and services
Ability to interact with business customers at all levels

Client Services Specialist Resume Examples & Samples

Processing submissions for insurance coverage by evaluating the risks, communications with insurance carriers, agents and producers
Building positive working relationships to effectively negotiate coverage terms and conditions with carriers
Reviewing and submitting endorsement requests affecting master policy coverage
Build rate tables within our proprietary system/software for each client’s policy
Preparing and submitting various underwriting reporting to clients, carriers or members of management
Engaging in insurance regulatory activities internally and externally by state guidelines (surplus lines filings, state assessments, compliance, etc.)
Ability to process and handle claim submissions to insurance companies from clients
Property & Casualty insurance license preferred but not required, but must obtain State of Ohio Property & Casualty Insurance license within first year of employment
3-5 years of relevant insurance/underwriting/agency brokerage experience preferred
Experience with Insurance Agency Management System (Applied or AMS)
Bachelor’s degree or higher preferred but not required
Must be detail orientation with an eye for quality
Must have well-developed interpersonal communication skills to work with others all levels within the organization (client facing)
Advanced skills with Microsoft Office Suite (especially Excel)
Results oriented with strong desire to learn and acquire new skills
Ability to adapt to a changing environment and handle multiple priorities to meet deadlines

Client Services Specialist Resume Examples & Samples

Gathers supporting documentation to complete voucher forms and process Brokers' commission payments while abiding by company accounting policies as well as local and national laws
Conceptualizes and develops the design of flyers, property brochures, proposals or offering memoranda for the purpose of closing deals
Supports Sales team members in the implementation of business strategies
Interfaces directly with the clients, including taking them on property tours, resolving routine issues and responding to pricing and/or non-routine inquiries. Participates in the formulation and strategy for marketing particular properties and expanding business for a dedicated team
Acts as single point of contact for all data requirements from the sales team, including information related to marketing, research and financial analysis
May source properties and/or clients by researching local and national databases
Tracks and reports on responses and communications from sourcing activities
Creates and produces electronic and/or direct marketing campaigns for sale or lease of properties to include customized property information materials, comparable market analyses, market and industry research and targeted mailing lists
Maintains and updates marketing infrastructure which may include a database system, intranet and external website, including data on all prospects
Schedule appointments, keep calendars and arrange travel itineraries and meeting room reservations
Other duties may be assigned
3 years experience providing administrative support to multiple or team of professionals; ability to determine and respond to conflicting priorities preferred. 2 years experience in the Real Estate industry. Experience in a Project Management or Paralegal role a plus

Assistant Client Services Specialist Resume Examples & Samples

Provide support to Financial Consultants in financial reporting and renewal analysis
Obtain data from carrier representatives or web portals for benefit plan experience and utilization reporting
Manipulate and organize data as needed for financial analysis, client reporting, and forecasting
Enter data accurately into pre-established formats for analysis as required; assist in customizing formats as needed
Gather and analyze benefit plan renewal and; model variances of plan features and costs as directed by Service Team
Help author and structure client deliverables; including communications, spreadsheets and presentations
Ensure that transactional activities are processed in accordance with standard operating procedures
Work with Service Team and carriers as directed by manager via telephone, video conferencing and email
Coordinate completion and peer review Monthly and Quarterly Dashboard Reports with HCP Support Team (Mumbai) with strict adherence to stated deadlines set by Service Team
Prepare client specific benchmarking reports in power point and excel on plan design and prevalence of employee benefits with a understanding of specific criteria such as employer size, industry, geography and/or plan types
Comply with Willis Excellence Model (WEM) program
Acquire on-the-job knowledge of industry concepts and approaches to Employee Benefits
Develop strong working relationship with assigned Service Teams
All other duties and project work as assigned
Manage all Epic accounting and reporting responsibilities for the team
Bachelor’s degree required; a major in Math, Economics, or Risk Management
High proficiency in desktop computer applications including Microsoft Word, Outlook, PowerPoint and Advanced MS Excel acumen required
Strong analytical skills
Outstanding organizational, verbal, and written communication skills
Driver's license required
Life & Health Insurance License a plus (must be obtained within 60 days of hire)
Basic understanding of medical and non-medical overages preferred
Excellent verbal and written communication skills
Project Management skills
Continually improves knowledge and skill proficiency
Takes responsibility for own development needs

Technical Client Services Specialist Resume Examples & Samples

The role requires face to face contact with our clients within Europe
Successful candidates are expected to develop and maintain long term relationships with our clients and to co-ordinate service delivery and sales opportunities with our coverage organization
This role requires a deep understanding of the product functionality, technical capability and placement within the client’s business. As such an understanding of financial markets, client business priorities and operating parameters is desirable
Relevant degree (Computer Science, IT, Business, Economics, Finance, Financial Engineering, Mathematics)
2-3 years+ relevant experience
Demonstrable experience delivering technical consultancy in customer facing environments on technical, integration and / or software implementation issues
Highly proficient in written and verbal English
Advanced Windows desktop and server
Demonstrable skills in either MS-SQL or Oracle (SQL, Database Design, Data Integrity, Data Mining)
Advanced MS Office, macro / VBA
Experience with scripting and batching languages, to include at least one of Perl, VBA, WSH / vbScript including strong command line batching and administration

Client Services Specialist Resume Examples & Samples

Interfaces directly with the clients, including taking them on property tours, resolving routine issues and responding to pricing and/or non-routine inquiries
Participates in the formulation and strategy for marketing particular properties and expanding business for a dedicated team
Expense reports
Creates vouchers

Treasury Management Commercial Client Services Specialist Resume Examples & Samples

Responsible for acting as Commercial Banking's primary customer contact for the servicing of clients with complex bank account structures
Responsible for retaining commercial banking relationships by providing timely, accurate, and professional customer service and problem resolution
Responsible for responding to general banking questions and providing assistance with account implementation, funds transfer/stop payment requests, and transaction posting problems/error resolution
Assist customers with new accounts, wires, bank account statement questions, funds availability inquires, uncollected funds usage, and implementation of alternative delivery services including treasury management products
Maintain current working knowledge of commercial account products, including treasury management services, and investment alternatives
Assist Deposit Relationship Managers by ensuring issues needing immediate attention are resolved in a timely manner
Maintain a thorough understanding of the relationships/portfolios supported. Conduct periodic relationship reviews to identify client needs and present marketing opportunities to the Relationship Manager
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description
May be asked to coach, mentor, or train others and teach coursework as subject matter expert
Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words
Incumbent may be asked to complete work projects from time to time
3-5 years banking experience working in Stores or other customer contact position
Knowledge of commercial banking products and services, operations and procedures, and applicable laws and regulations
Knowledge of general business practices as pertains to accounting and financial, including interest rate impact
Possess strong customer service, interpersonal, and organizational skills
Proficient in word processing, spreadsheet and industry specific software

Corporate Client Services Specialist Resume Examples & Samples

Responsible for acting as Corporate Banking's primary customer contact for the servicing of all clients with complex bank account structures
Responsible for retaining corporate banking relationships by providing timely, accurate, and professional customer service and problem resolution
Responsible for responding to a variety of complex banking questions and providing guidance with account implementation, funds transfer/stop payment requests and transaction posting problems and error resolution
Direct customers with banking needs such as new accounts, wires, bank account statement and funds availability inquiries, uncollected funds usage and implementation of alternative delivery services including treasury management products
Responsible for utilizing working knowledge of corporate account products and services including treasury management and investment alternatives and presenting information to corporate customers
Responsible for communication with Deposit Relationship Managers, provide updates of client matters, make recommendations and ensure that issues needing immediate attention are resolved in a timely manner
Maintain a thorough understanding of corporate relationships and portfolios supported. Conduct periodic relationship reviews to identify client needs and present marketing opportunities to the Relationship Manager
Analyze complex business entity structures, review, interpret and prepare business documentation
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description
May be asked to coach, mentor, or train others and teach coursework as subject matter expert
Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words
Takes personal initiative and is a positive example for others to emulate
Embraces our vision to become "The World's Greatest Bank."
May perform other duties as assigned
High school diploma/GED required
Bachelor's Degree in Business, Finance or related field is preferred
5–8 years banking experience, new accounts, lending loan processing or documentation and customer service
Advanced knowledge of bank payment systems, account operations, banking services and exposure to complex business entities
Extensive knowledge of corporate banking products and services, operations and procedures and applicable laws and regulations
Possess excellent written and verbal communication skills. Ability to effectively communicate with professionals at all levels of business
Knowledge of general business acumen and practices related to analysis, accounting and financial procedures including market and interest rate impact
Demonstrate strong customer service, interpersonal and organization skills with ability to multi task, handle complex issues and use good judgement in decision making
Advanced technical skills including Windows Office Suite, spreadsheets and industry specific software

Personal Investing Client Services Specialist Resume Examples & Samples

Answer inbound calls
Place phone deals with the clients
Conduct outbound service calls
Bring clients’ voices into the organisation
Handle client correspondence
Handle issues relating to orders and “Not In Good Order” (NIGO) instructions
Service walk-in clients face to face if necessary
Provide dedicated account servicing to a book of Wealth clients
Perform User Acceptance Test / Healthcheck for system / applications upgrades
Assist in ad-hoc projects / new initiatives
Other duties assigned by the line managers
Ability to work on multiple tasks/priorities with a strong client service focus
Ensure personal client service key performance indicators are met
Monitor quality control and risk awareness
Resolve daily issues independently

Asst Client Services Specialist Resume Examples & Samples

Assisting Client Director in the servicing of clients & management of day-to-day service tasks
Working closely with Client Director to secure information from the client and assist in the renewal and new business programs
Assisting with resolving client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts, coordination of certificate request issues, policy checking & vendor commission tracking
Maintaining certificate and auto identification information for document issuance
Review and deliver policies within compliance time-frame
Initiate endorsement requests and follow up for accurate and timely issuance
Initiate the renewal process for existing clients and participate in the placement of insurance programs
Establish and maintain accurate policy detail in Willis system
Handle and process endorsement requests including issuance of binders
Check and bill assigned policies, audits, endorsements for compliance with binders and specifications
Issue schedules of insurance and auto ID cards
Other duties as may be assigned
Bachelor’s Degree
Highly skilled in Microsoft Office (Word, Excel, PowerPoint and Outlook)
Excellent Verbal and written communication skills
Interpersonal skills, including relationship-building skills with clients and co-workers
Ability to work independently and self-motivated
Ability to work in a team setting
Ability to multi-task and work in a fast paced environment
Customer Service skills
Presentation Skills
Organization Skills
Critical Thinking Skills
Ability to review and analyze information to determine if additional data is needed
Ability to prioritize workflow to meet deadlines
Some insurance courses preferred, but not required

Client Services Specialist Resume Examples & Samples

Acting as a point of contact for Private Banking general client queries
Account administration including account opening, cash transfers, reporting queries and trade execution
Taking initiative in assisting with the implementation of wealth management and investment advice solutions to clients and bankers
Maintaining current industry and technical knowledge through internal and external sources and possessing a genuine passion for the delivery of technically robust client solutions
Constantly seeking opportunities to innovate and improve the Macquarie Private Banking client experiences
Supporting the execution of new business and client growth initiatives
Observing compliance and regulatory standards and protecting the privacy and security of our clients
Building effective and genuine relationships within and outside of Macquarie
Tertiary qualifications in a business related discipline (Post-Graduate qualifications, CFA and RG146 would be highly regarded)
Previous success in client management or customer service in a wealth/ banking related role
Excellent organisational and prioritisation skills giving you an ability to multi-task and manage changing priorities
Excellent communication and problem solving skills (both written and verbal)
High level of Attention to Detail

Client Services Specialist, Audit Services Resume Examples & Samples

Act as a trusted consultant for Concur Audit and/or Invoice Capture responsible for helping customers effectively utilize the services
Maintain client relationships through engaging customers proactively via conference calls or email
Support incoming client inquiries by reviewing previous inquiries and responses, gathering and researching information, assembling and forwarding information and verifying client understanding of information provided
Liaise with key stakeholders and/ or decision makers to determine correct audit guidelines based on the client’s Travel and Expense Policies
Review available resources and use applicable tools to confirm correct Expense and Audit set up
Run thru Standard Reports and provide analysis/updates on a regular basis
Manage escalated issues through client communication and negotiation
Collaborate with Audit OPS, GACC, Quality, Training and Onboarding as well as Client Support, Implementations, Service Administration and Client Success Management when necessary to determine available options and address client issues
Track customer interactions/activities using CRM
Update product and job knowledge by participating and contributing to internal discussions, brainstorming sessions, and trainings
Accomplish customer service and company mission by completing related results as needed
Experience in production and/or call center activities
Superior customer service skills with proven ability to de-escalate customer complaints/problems
Professional phone presence and good interpersonal skills
Exceptional analytical and listening skills
Proficiency in operating computer applications (including but not limited to Microsoft Office, Salesforce, etc)
Ability to operate well in a production team environment
Ability to communicate in German
Ability and flexibility to work extended hours

Client Services Specialist Resume Examples & Samples

Manage daily functions using Tesla’s customized databases including inputting appropriate notes for all tasks, and progressing project status
Bachelor's degree preferred or at least 2 years related work experience in a customer service or client management environment
Evidence of exceptional ability
Must be able to successfully pass a pre-employment criminal background screen

Assistant Client Services Specialist Resume Examples & Samples

1-3 years of work experience in recent years in the Construction Insurance Industry
Bachelor’s degree preferred
Property and Casualty license must be obtained within 60 days of employment
Advanced Microsoft Office skills
Superior interpersonal skills for working with colleagues, clients and underwriters
Time Management and Organizational Skills
Ability to work independently
Customer service focus
Problem solving abilities, including critical thinking, research, quantitative skills, creativity

Client Services Specialist, Spanish Resume Examples & Samples

Call customers regularly according to established service level objectives (SLO)
Ability to address questions or concerns and/or source answers for customer regarding all required paperwork, changes or next steps
Work with the customer to review site plans and changes to the contract or design from the original sale, compared to the final engineering design
Persuade customers to return paperwork in a timely manner and resolve obstacles to ensure this happens
Understand the basics of a solar system, job flow and requirements to achieve permission to operate (PTO)
Manage daily functions using Tesla’s customized databases including inputting appropriate notes for all tasks, and progressing project status
Monitor multiple job statuses pre-installation and take action on jobs not meeting service targets
Manage and prioritize a high volume of internal and external inquires via email and phone
Identify common issues and develop suitable solutions to handle inquiries in a timely manner
Aptitude to recognize fragile customers or situations need to be escalated to management
Exceed customer expectations and work to provide the best customer experience that our customers has ever had
Develop and maintain a strong professional relationship with the Sales and Operations teams
Meet or exceed set individual and team quotas and goals
Bachelor's degree preferred or at least 2 years related work experience in a customer service or client management environment
Evidence of exceptional ability
Ability to speak, read and write in Spanish is required
Outstanding interpersonal skills
Ability to work on multiple tasks as the same time
Excellent written and verbal communication skills required
Must be a self-starter and an independent thinker
Acute awareness & ability to manage to deadlines
Highly organized and process oriented
Highly proficient with desktop applications such as Adobe Acrobat Professional, MS Office, and Internet Explorer including an ability to learn new IT systems
Professional, customer focused approach to completing assignments and representing company
Calm and positive manner, ability to handle escalated or angry customers
Flexible and adaptable, with the ability to adjust to different situations and process changes
Excellent customer service skills required
Ability to work well with others in a collaborative team environment
Must be able to successfully pass a pre-employment criminal background screen

Download Client Services Specialist Resume Sample as Image file

Related Job Titles

Client Services Representative Resume Sample

Client Services Associate Resume Sample

Private Client Services Resume Sample

Manager, Client Services Resume Sample

Client Services Analyst Resume Sample

Client Services Resume Sample

Client Services Administrator Resume Sample

Client Services Executive Resume Sample

Customer Services Resume Sample

Internal Client Services Resume Sample

Director, Client Services Resume Sample

Associate, Client Services Resume Sample

Browse More

Client Services Specialist Resume Samples

The Guide To Resume Tailoring

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

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

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

Resume Builder

Resume Builder

15 Client Services Specialist resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Pb-client Services Specialist Resume Examples & Samples

Pb-client Services Specialist, Associate Resume Examples & Samples

Senior Client Services Specialist Mt Laurel Resume Examples & Samples

Client Services Specialist Human Capital Consulting Resume Examples & Samples

Senior Client Services Specialist Resume Examples & Samples

Mortgage Client Services Specialist Resume Examples & Samples

Client Services Specialist Human Capital Consulting Practice Resume Examples & Samples

Mortgage Client Services Specialist Resume Examples & Samples

Senior Client Services Specialist Account Executive Resume Examples & Samples

Operations Client Services Specialist Resume Examples & Samples

Senior Client Services Specialist Human Capital Consulting Practice Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Senior Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Senior Client Services Specialist Resume Examples & Samples

Operations Client Services Specialist Resume Examples & Samples

Private Bank-client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Financial Client Services Specialist Resume Examples & Samples

Operations Client Services Specialist Resume Examples & Samples

Senior Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Senior Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Inst Sales Client Services Specialist Resume Examples & Samples

Operations Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Senior Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Assistant Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Operations Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Senior Client Services Specialist / Team Lead Resume Examples & Samples

Junior Client Services Specialist Health & Benefits Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Client Services Specialist Resume Examples & Samples

Associate Client Services Specialist Resume Examples & Samples

Loan Client Services Specialist Resume Examples & Samples

Regional Client Services Specialist Resume Examples & Samples

Senior Client Services Specialist Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume