Client Support Specialist Resume Samples

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G Cartwright

Granville

Cartwright

80041 Federico Streets

Houston

+1 (555) 179 4010

80041 Federico Streets

Houston

Phone

p +1 (555) 179 4010

Experience Experience

Dallas, TX

Assistant Client Support Specialist

Dallas, TX

Hoppe and Sons

Dallas, TX

Assistant Client Support Specialist

Identifying, engaging and coordinating expert resources across various Client Service Teams and Centers to smoothly and efficiently complete joint work/process steps
Preparing summaries of current programs, expiring exposures and loss histories
Requesting and ensuring timely delivery of invoices
Coordinating information from all resources and preparing program proposals
Researching client/carrier accounting issues
Ensuring timely and accurate issuance and delivery of certificates of insurance and auto ID cards
Maintaining knowledge of market trends and changes

Los Angeles, CA

Client Support Specialist

Los Angeles, CA

Tremblay and Sons

Los Angeles, CA

Client Support Specialist

Manage and coordinate orders and deployment of telephone and high-speed network services for new and renovated retail stores with managed services provider
Continuously seek out opportunities for process improvements and makes recommendations
Providing risk management and P&L analysis to clients
Managing the scope of work; performing system tests; and coordinating maintenance windows with IT service teams
Support Sr. Executives/Executives on compliance related work for various engagements
Provide Tier 1 customer support
Troubleshoot telephone issues in retail stores and escalate to telecom providers as necessary

present

Phoenix, AZ

Client Support Specialist / Inside Sales Rep

Phoenix, AZ

Jakubowski, Dickens and Buckridge

present

Phoenix, AZ

Client Support Specialist / Inside Sales Rep

present

Provides information concerning vendor and product information; assists customer in comparing product features
Manage customer profiles in our internal systems
Open order report management
Comprehension of ordering workflow
Generates profit margins through cross sell and up sell activity
Maintain special pricing agreements
Basic product research and quoting

Education Education

Bachelor’s Degree in Accounting

University of Southern California

Bachelor’s Degree in Accounting

Skills Skills

Strong work ethic, acts professionally at all times, a team player with a can do attitude
Remarkable interpersonal, verbal and written communication skills and attention to detail
Strong technical skills including knowledge of Microsoft office; demonstrates an understanding of technologies, system capabilities/limitations
Ability to grasp details
Strong Analytical/Numerical ability
Ability to operate a computer and basic office equipment
Knowledge of Microsoft Office (Excel, Word, Outlook)
Skill in answering calls and communicating via email in a professional, pleasant and helpful manner
Proficient in word, excel, power point, lotus notes, etc
Ability to work under pressure and meet tight deadlines

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Sc Client Support Specialist Business Banking Greenville Resume Examples & Samples

Maintains a working knowledge of all types of loans and prepares necessary documents and agreements for the loan package to ensure compliance with Federal regulations
Coordinates loan closings; reviews completed loan package; prepares; entries and forms required to book loan
Reviews activity reports of new and existing loans to determine accuracy of system information
May be responsible for negotiable collateral, financial statement requests, evaluation of stock collateral, call report forms, insider reports, the maintenance of credit files and monitoring of ACH line renewals and maturing loans
Assist with monitoring of past dues, clearing of overdrafts, NSF and advances/pay downs on Lines of Credit
Provides excellent service to customers and prospects
Works as a liaison with other departments with the company
May assist with answering customer calls, completion of expense vouchers and submitting invoices to Accounts Payable
May assist Business Bankers with customer or prospect calls or attending loan closings
Generates internal reports such as past dues, NSF’s, maturing loans, etc. to proactively support the on-going monitoring of the Business Banking portfolio

Client Support Specialist Resume Examples & Samples

Responsible for placing orders with Tolt for circuit upgrades as needed for the deployment of the Time and Attendance (T&A) services at the retail stores
Network support for Time and Attendance services at retail stores
Troubleshoot telephone issues in retail stores and escalate to telecom providers as necessary
Manage and coordinate orders and deployment of telephone and high-speed network services for new and renovated retail stores with managed services provider
Maintain retail store database with accurate listing of stores and services
Support of CCTV deployments and ongoing support of network issues related to CCTV equipment in retail stores
Deploy and configure Cisco IP phones and user accounts for new users in corporate locations as required
Assist with support of Cisco video conferencing equipment
Timely and accurate updates of telecom documentation
After hours and weekend work will be required on an as needed basis
Performing other duties as required

Client Support Specialist Resume Examples & Samples

6-10 years previous banking or other financial institution experience and/or 3-5 years client support experience
Demonstrates very strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of Wealth Strategists, Team Leads, Trust Advisors, Investment Advisors, Strategic Wealth Advisors and/or Client Advisors (portfolio of Wealthy, High Net Worth and/or Specialty Legal / Medical clients) with all product discussions and offerings
Excellent oral and written communication skills
Excellent organizational skills and the ability to work on numerous tasks simultaneously
Solid Microsoft Word, Excel, PowerPoint and Outlook skills
Well organized and flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities
Strong knowledge of banking and trust systems
High proficiency with loan document handling due to high loan volumes
Train junior Client Support Specialists - systems, industry knowledge, support processes and procedures

Client Support Specialist Resume Examples & Samples

Provide advanced front-line product support for client issues related to the IBM Marketing Cloud
Work directly with clients and keep them updated throughout the life of their issue
Manage Customer expectations, ensuring timely resolution of issues
Collaborate with Global Support team to progress Client issues
Demonstrate client service skills by meeting or exceeding Client and business expectations
Develop advanced technical understanding of the IBM Marketing cloud
Create, update and maintain knowledge articles; documenting issues, actions, diagnoses and solutions
Participate in an on call based on business need
Assist with other reasonable duties and tasks as may be required
At least 1 year experience in working in a customer support organization providing advanced technical support
At least 2 years experience in diagnostic skills including the ability to successfully troubleshoot and analyze software issues
At least 6 months experience in HTML and SQL
English: Fluent
At least 3 years experience in working in a customer support organization providing advanced technical support
At least 3 years experience in diagnostic skills including the ability to successfully troubleshoot and analyze software issues
At least 2 years experience in HTML and SQL
At least 6 months experience in Java, Angular, Extensible Markup Language (XML), File Transfer Protocol (FTP), Short Message Service (SMS) mobile technologies, Application Programming Interfaces (API) and Web Services

Assistant Client Support 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
Must have, or be able to obtain insurance licenses, as required by state law, within 60 days of employment
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
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

Processing Services Commercial Vault Client Support Specialist Resume Examples & Samples

Serve as first point of contact for all client research and inquiries, by responding in a professional and timely manner
Research, analyze, and resolve a wide variety of Vault360 issues of varying complexity
Adhere to department standards regarding tracking of all client inquiries and issues
Manage the departmental group mailbox by disbursing emails to the appropriate groups and tracking of all client inquiries and issues per department standards
Complete all additional responsibilities that are assigned by the Operations Division Support Manager and/or other Administrative Team Members
Two years of client service experience
Ability to multi-task effectively
Above average interpersonal, verbal, and written communication skills

Loan Services Client Support Specialist Resume Examples & Samples

Deliver timely and professional unscripted helpdesk support for any and all inquiries related to commercial, consumer, small business and construction credit servicing/documentation, and/or the commercial loan platform, BankPro or retail origination systems
Maintain an understanding of Loan Services processes for the multiple helpdesks supported
Deliver professional external helpdesk support for any and all inquiries related to the Bank’s lien releases
Maintain working knowledge of consumer and commercial flood/hazard lender placed insurance guidelines and provide professional external helpdesk support for any and all inquiries related to lender placed flood/hazard insurance
Educate Community Bank associates regarding lending policy and compliance regulations
Provide guidance to Community Bank associates related to processes performed within Loan Services
Instruct Community Bank associates on the completion of credit servicing requests
Interpret commercial and consumer credit statements, account information and loan history interpretation within the loan accounting systems
Use critical thinking skills to analyze payment allocation and rejected items
Identify and escalate consumer and commercial lending system issues to second-level support
Support three or more helpdesks on a routine basis
Maintain an understanding of documentation requirements for commercial and consumer credits
Provide training for Client Support Specialist I associates
One year of experience in banking, loan operations or call center
Ability to communicate effectively across multiple levels of lending personnel
Ability to identify, analyze and resolve issues
Demonstrated excellent customer service skills and telephone etiquette
Demonstrated ability to support three or more helpdesks
Willingness to work in a high-volume, fast-paced contact center environment
Two years of experience in loan operations or call center
Experience in lending or credit servicing
Demonstrated ability to work in a team environment

Assistant Client Support Specialist Resume Examples & Samples

Must have, or be able to obtain insurance licenses, as required by state law, within 90 days of employment
Prior Property and Casualty insurance knowledge and experience preferred but not required
Time management and organizational skills combined with a strong Customer Service focus desired
Ability to work independently in a fast paced and dynamic environment helpful

Client Support Specialist Resume Examples & Samples

Responsible for routine jobs like preparation and review of returns/challans etc
Support Sr. Executives/Executives on compliance related work for various engagements
Responsible for computation and review of tax liabilities
Involved in extensive interaction with Tax office for registration, assessments, queries etc
Work on research assignments and various kinds of analysis, primarily numerical analysis
Preparation of memos, advises, general communication pertaining to the tax office
Decent Communication skills ( written & Oral )
Proficient in word, excel, power point, lotus notes, etc
Ability to work under pressure and meet tight deadlines
Strong Analytical/Numerical ability
Good interpersonal skills
Team Player
Ability to grasp details
Organized and Systematic

Client Support Specialist Resume Examples & Samples

Handle tickets which are comprised of moderately complex modifications, broad research cases and moderately difficult questions and works cross functionally to solve
Manage escalated customer cases that require the ability to learn Billtrust products, internal systems and customer facing applications
Document solutions in knowledgebas and review work case queues and assigns customer tickets
Continuously looks for opportunities for process improvements and makes recommendations
Understands what issues he/she can resolve and when issues need to be elevated and keeps the next level of support/management informed on escalated issues, patterns and trends that are outside of the daily customer issues
Keeps abreast of new products as they are introduced to Billtrust and becomes familiar so as to effectively support customer questions and issues

Client Support Specialist Resume Examples & Samples

Collaborate with Client Services team to resolve client issues and navigate the organization to seek answers
Handle client tickets through resolution
Utilize technology systems to initiate and complete customer support issues and handle customer requests
Understand what issues you can resolve and when issues need to be escalated; keep the next level of support/management informed on escalated issues, patterns and trends that are outside of daily customer issues
Stay current with new products as they are rolled out and becomes familiar with these products in order to effectively support customer questions and concerns
Continuously seek out opportunities for process improvements and makes recommendations
Primary shift hours will be 9am-6pm MST

Senior Field Client Support Specialist Resume Examples & Samples

Experienced technician serving as a front line interface to users. Possess full understanding of installing, troubleshooting, configuring, and repairing of Windows client Operating Systems. Possess full understanding of installing, troubleshooting, configuring, and repairing of Mac (Apple) client Operating Systems. Recommend hardware and software solutions to the customer and the business unit. Assist in testing service packs and patches prior to corporate wide release
Experienced technician able to diagnose problems and fully support (install, troubleshoot, configure and repair) a variety of internal and third party applications for client workstations. Working knowledge of Microsoft Exchange
Experienced technician able to diagnose problems and fully support a variety of Mobile devices and Operating Systems (i.e. iPad, Androids, tablets, phones, etc.)
Experienced technician who can assist with implementing and installing wide-scale data communication networks (wired and wireless) for internal company needs. Possess a good understanding of protocols (TCP/IP and subnetting), VPN, and basic commands from the command prompt (ipconfig, tracert, etc.). Troubleshoot, set, and change VLANs, ports, and subnets on switches within the WAN. Assist in testing patches and updates for networking equipment
Experienced technician able to administer in a Cisco VoIP environment using Cisco Call Manager
Provide outstanding customer service and world class support in a large, fast paced, highly pressurized, corporate environment. Assists in identifying and documenting process/procedure changes and/or entering technical solutions in the internal knowledge base
Full understanding of Call Tracking systems and ability to log/update/close tickets, prioritize issues and balance workloads bringing customer problems to full resolution
Proficiency in hardware, software and/or operating systems environments
Proficient in Apple hardware and Mac applications
Ability to work in a high-pressure environment

Payroll Tax Client Support Specialist Resume Examples & Samples

Serve as liaison/advocate between employers, tax agencies, payroll partners, and internal departments with responsibility for being the primary contact on all tax service matters
Resolve all customer issues in a professional, qualitative and responsive manner (evidenced by overall customer satisfaction and performance metrics)
Prioritize all incoming customer issues and ensure all required completion timeframes are met. This includes information requests received from customers, other internal departments, payroll partners, and tax agencies
Exercise technical skills, access available resources and utilize system/desktop tools in resolving and following through on customer’s tax issues
Coordinate or escalate problem resolution with other internal or external departments as required
Analyze and process incoming quarterly and year-end data to generate a quality resolution, minimizing penalty and interest exposure
Support overtime requirements as needed
Other duties as assigned by management
College degree or a minimum of 2 years of related experience
2+ years payroll and/or payroll tax experience
Demonstrate analytical ability, technical and quality orientation in problem resolution and servicing
Proficiency in working within Windows environment, business applications and proprietary desktop tool sets
Must be organized, and be capable of working in an independent manner to meet all required timeframes and commitments
Expected to work overtime as required during any calendar quarter, and quarter end job assignments frequently involving attendance on Saturdays

Client Support Specialist Resume Examples & Samples

Managing a dedicated portfolio of clients using in-depth specialist knowledge across a range of supported products
Proactively speaking to clients to update them with progress of outstanding cases
Turning client dissatisfaction around by either resolving or identifying system/process enhancements
Ensuring all call documentation is complete, accurate, concise, detailed, and legible and escalated to the correct area for further resolution if required
Providing role model behaviours and acting as a mentor to other advisors
Hosting and participating with onsite client and colleague visits
First class customer service skills
The ability to adapt to change
A proactive focus towards query resolution and ability to analyse the root cause, to prevent future queries
General keyboard and PC skills
Organisational and planning skills
A desire to learn and progress
It is preferred (but not essential) that you also have
Application (30mins): On your application we'll ask for information like your contact details, education and work experience. You’ll also be required to upload a CV, so it's a good idea to have it ready
Online Assessments (60mins): We'll then ask you to complete three online assessments. You’ll also receive an email with a link to the assessments so that you can complete them when it suits you best. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles, but they'll also provide you with some insight into what our roles entail
Interview: If you’re successful at assessment we'll invite you to attend a face-to-face interview. We want you to be free to choose an interview time that suits you, so we'll provide some options and ask you to select your preferred timeslot via an online booking system
Outcome: Following your interview, we'll be in touch within five working days of all interviews being completed to advise you of the outcome

Clinical Operations Client Support Specialist Resume Examples & Samples

Manages all file progression and defect remediation through accountable process
Ensures timely escalation and resolution of all files through functional functionally owned process
Analyzes and improves business processes to improve overall workflow efficiencies and effectiveness within the functional process accountability assigned
Documents processes and procedures using standard methodologies and tools
Applies process improvement methodologies and principles to identify and plan improvements (process and technology) including identifying the current process, applying best practices, and creating performance measurements
Leads non-conformance investigation, root cause analysis, corrective, and preventive actions within their functional process area
Works with clients to establish and maintain excellent working relationships, resolve issues, and promote team services and capabilities
Ability to develop relationships both in person and over the phone
Advanced knowledge and experience with Microsoft Excel, Word, Visio and Access
Ability to drive project timelines to completion with a cross-functional team
Ability to work on complex projects with general direction and minimal guidance
Ability to work independently and as a member of various teams and committees
Ability to multi-task and to work under pressure
Ability to effectively drive change while maintaining and enhancing internal customer relationships
Moderate travel required, sometimes on short notice
Statistical software analysis via Minitab or SPC Excel
3 years related work experience in business

On-site Client Support Specialist Resume Examples & Samples

Maintains knowledge and expertise in all products, programs, services and enrollment activity relative to client benefits and serves as the on-site subject matter expert (SME) for Cigna products and programs
Will coordinate as a representative on behalf of client with other vendors to navigate customer inquiries
Handle, refer, or delegate complex questions, issues, and problems to appropriate Cigna resources. (CSE, Eligibility, National Account Manager, National Account Executive, etc.) and will manage the resolution and communication processes to all constituents
Participate as an active member of the client Benefits team representing Cigna and clients interests in appropriate staff meetings and assigned (Cigna/client) benefit projects
Effectively articulates and demonstrates Cigna's capabilities and tools to client employees
Drives customer engagement in
Bachelor’s Degree or higher
Experience in benefits, account management, and/or operations
Strong communication and interpersonal skills; can translate complex issues in a clear and concise manner to multiple audiences
Ability to manage projects and multiple deliverables
Strong attention to detail and proven ability to manage set timelines
Knowledge of Excel, Word and Power Point
Focused and versatile team player
Excellent problem-solving and critical-thinking skills
Demonstrated ability to influence internal/external partners
Ability to work effectively at client location a must

Treasury Management Client Support Specialist Resume Examples & Samples

Acts as Subject Matter Expert for Treasury products, services and systems
Provides support on Treasury Products for external clients
Provides support on Treasury products, services and systems for Texas Capital Bank sales personnel as needed
Performs testing of ACH file uploads, (both CSV and NACHA formats) as needed
Performs testing of Positive Pay issue file uploads as needed
Communicates with clients or their designees regarding testing and any format changes needed
Performs installation, testing and ongoing support for Remote Deposit Capture clients
Provides client training on various Treasury products as needed (onsite and remote)
Acts as a liaison with various Treasury product vendors to facilitate implementation of products such as Account Recon, Lockbox, Positive Pay, Crossroads, etc
Acts as back-up for both Core Business support and Signature Service support
Associates degree or higher preferred
One year Financial Accounting experience or course work required
Treasury cash management experience strongly preferred
Proven strong service orientation and excellent customer service skills
Proven understanding of the technical aspects of Treasury products, e.g., file formats, transaction flows, file transmissions, etc
Strong organizational skills including effective time management in all key responsibilities of the job
Able to multi-task in a fast-paced environment
Able to establish positive working relationships
Proficient knowledge of Microsoft Excel, Word and Outlook; Visio a plus
Able to work at a computer for extended periods of time
Willing and able to spend significant amounts of time answering customer inquiries via phone and email

Client Support Specialist Global Workplace Technologies Level Resume Examples & Samples

3+ Years of Systems experience
Experience with Windows Administration
Experience with Mobile Devices (smartphones, tablets, etc)
Experience with Windows XP, 7, 8, 8.1, 10 including basic Office applications (Outlook, Word, Excel, etc)
Experience with Active Directory
Experience with Microsoft Office
Experience with imaging equipment and deployment
Experience with remote support
Document Enterprise configuration policies, best practices, and physical and logical layout
Perform maintenance tasks to minimize the risk of outage
Excellent problem solving skills
Knowledge of workgroup and/or enterprise server hardware platforms
Enthusiasm and consistency in performance
Hardware Experience should include Dell, Lenovo, Polycom
Working knowledge of desktop imaging and IP phone setup using I3 preferred
Experience with MAC devices
Excellent Customer Service Skills
Patience and ability to listen to the needs of users, evaluate same and act accordingly
Good people skills, capable of working with others’ attitudes and opinions
Good written and verbal communication skills
Must be willing to collaborate and share ideas with others
Strong capacity assessment, planning and performance tuning experience
Demonstrated grasp of the networking and computer connectivity
Willing to train users in the use of software or operation of the hardware
Strong technical ability as it relates to the maintenance of hardware, software and connectivity
Utilizes company provided training and individual effort to continue growth of industry specific knowledge

Tier Technical Client Support Specialist Resume Examples & Samples

FreightWatch International is a 24x7 service provider. Individual must have the ability to work holidays and a flexible schedule
Fluency in Spanish and/or Portuguese is desired
2-4 years technical customer service support experience required
Be organized with a strong sense of urgency
Adhere to established guidelines and procedures
Demonstrate high standards of quality and accuracy
Experience in technical troubleshooting and problem-solving
Extensive computer experience with Windows-based systems and software
Knowledge and/or use of Internet Protocols
Commitment to Company values
Excellent interpersonal and communication skills and the ability to work effectively with a wide range of individuals in a diverse environment

Ediscovery Technical Client Support Specialist Resume Examples & Samples

Provide support for common Web-Based Platforms
2-year degree in a technical discipline (e.g. Computer Science, Computer Information Systems, etc.) or equivalent experience required
Proficiency in Service Desk application and web hosting applications
Intermediate working knowledge of Microsoft Office applications and MS Outlook
Demonstrated ability to manage multiple tasks simultaneously in a fast paced environment with minimal supervision with a high attention to detail
Rapid and accurate data entry skills
Excellent verbal, interpersonal, and written communication skills
Working knowledge of Active Directory, Citrix, and RSA with the ability to troubleshoot
Experience using WebEx Remote training software or similar
High level understanding of infrastructure used in a 24x7 production environment, such as servers, storage, networking, and data center elements preferred
Ability to work a flexible schedule

Client Support Specialist Resume Examples & Samples

Answer incoming calls and assist clients and sales representatives with their requests
Process new-account paperwork
Assist in resolution of missing information for samples
Place orders for physician supplies as well as internal office supplies
Knowledge of Microsoft Office (Excel, Word, Outlook)
Knowledge of business office procedures
Ability to operate a computer and basic office equipment
Skill in answering calls and communicating via email in a professional, pleasant and helpful manner
Ability to read, understand and follow oral and written instructions
Ability to establish and maintain effective working relationships with clients, employees and the public
Previous Call Center experience - strongly preferred
Must be well organized and detail-oriented
Open to learn and accept constructive criticism

IT Client Support Specialist Resume Examples & Samples

MCSE, A+, Network +, CCNA or other industry standard certifications
Experience with IMAP, LDAP, Microsoft ActiveSync, Active Directory and group policies, data recovery tools, Eudora, Microsoft Exchange, patch management solutions, backup strategies, WINS, DHCP, DNS, and TCP/IP
Experience providing technical support and services to classroom and computer lab environments
Experience with DVD/VHS/CD components, Crestron, digital audio and video, projection systems and screens

Financial Client Support Specialist Resume Examples & Samples

Maintain an appropriate study schedule and discipline in preparation for the Series 7 and Series 66 licensing exams
Serves as first customer point of contact regarding routine service issues, assist in troubleshooting issues, and enter service requests into appropriate systems for resolution by appropriate service partners. Ensure that all pertinent information is gathered and accurately entered to ensure prompt resolution. Receives guidance from Coaches on a frequent basis to process these requests
Continue to develop understanding of systems and procedures to educate clients and advisors on newly-enacted services, as they arise, to facilitate efficient self-service. Serve as a key resource for customers on company or product policies and systems and troubleshoot simple usability issues raised by customers. Refer more complex issues to appropriate service partners
Respond directly to information requests initiated by customers utilizing a variety of systems. Provide information to clients, advisors, or other relationship partners, and work with appropriate internal partners to resolve any outstanding question(s). May process routine service transactions, or resolve account service casework which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet or exceed service goals
Interact directly with customers, predominately via a high-volume, in-bound or out-bound phone queue, to provide accurate and immediate solutions to routine transaction and service requests. Utilize appropriate internal computer applications and enter all information in the appropriate system for tracking and archival purposes
High School Degree or Equivalent
0-3 years relevant experience required
Excellent customer service skills that include the ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
Strong written and spoken communication skills
Willingness to focus on the licensing study expectations
Demonstrated skill troubleshooting and identifying root causes and resolving issues
Ability to pass a pre-employment background verification and U-4 FINRA verification
Series 7 and 66 or ability to obtain within 90 days
Product-specific or financial services industry experience

Client Support Specialist / Inside Sales Rep Resume Examples & Samples

Proactive involvement with company departments to resolve order or invoice discrepancies
Uses daily status reports to monitor and inform customers as to the status of orders and changes in delivery dates
Provides information concerning vendor and product information; assists customer in comparing product features
Evaluates and decides price quotes based on sales margin criteria
Assists Account Managers in preparing bids, by understanding manufacturer programs such as special bids, education and government pricing and specials builds
Sets up and maintains pricing profiles in internal databases and programs
Visits customer accounts with Account Manager as needed
Participates in manufacturer or distributor expositions and new product shows
Ensures customer satisfaction standards are achieved and maintained
Enters order, searches for product availability, and processes orders using the internal systems
Updates/alters orders
Monitors customer payments and credits using internal purchasing, accounts payable, and accounts receivable functions
Determines and documents decisions concerning customer credit and re-bill situations
Generates profit margins through cross sell and up sell activity
Maintain confidentiality of trade secrets, proprietary information, etc
Attention to detail, good written and verbal communication skills
MS Office experience a plus
Order entry, including returns
Open order report management
Ability to interact with other operational departments
Customer service, direct client interaction and support
Basic product research and quoting
Complex product research, sourcing and quoting
Comprehension of ordering workflow
Maintain special pricing agreements
Negotiate special pricing and bids
Manage customer profiles in our internal systems

Associate Client Support Specialist Resume Examples & Samples

Serve as a consultant in servicing ADP's products/technologies
Use breadth of expertise to support ADP's clients Solve client problems; taking a broad perspective to identify solutions
Work with direction to resolve issues and provide solutions; creative solutions must be reviewed by Manager/Director Leverage deep understanding of ADP's products and services to provide solutions to clients' issues and questions, exceeding clients' expectations and ensuring that clients understand the value of our products
Provide recommendations to ADP leadership around potential best practices and training on ADP solutions, based on client input or experience
At least 1 year in a customer service environment
Bachelor's Degree or its equivalent in education and experience
Proven ability to produce positive results
A strong focus on Client Satisfaction in a relevant industry or as an HR/HRIS practitioner with systems experience is required
Up to 1 year of professional consulting experience or equivalent experience as a practitioner in a systems-related organization
Strong client relationship building skills
Ability to demonstrate learning agility and critical thinking skills, including sophisticated Human Capital Management areas (HR, Payroll, Tax, etc.) and software related information in both a classroom and in a hands-on environment
The ability to learn and apply basic concepts in new situations
Initiative to seek out answers, solutions, and positive outcomes for both the client and ADP Demonstrated organizational skills like the ability to multi-task, set priorities, and follow up in a timely manner
Proficiency in the latest web technologies and working knowledge of various operating systems
The ability to collaborate and work in a team environment as well as work independently while making sound decisions
Good knowledge of industry tools
Excellent analytical and time management skills
Excellent Communication skills both verbal and written

Payroll Tax Client Support Specialist Resume Examples & Samples

Prioritize all incoming customer issues and ensure all required completion time frames are met. This includes information requests received from customers, other internal departments, payroll partners, and tax agencies
Exercise technical skills, access available resources and utilize system/desktop tools in resolving and following through on customers’ tax issues
Must be organized, and be capable of working in an independent manner to meet all required time frames and commitments

Front & Client Support Specialist Resume Examples & Samples

Resolving client relevant queries related to securities and banking operations matters, addressed by Front Offices in German and English; written and via phone
Actively manage queries and take over full problem ownership
Assurance of proactive communication to Client Relationship Managers and Assistants on solution options in client ready wording
Liaise with Back office and other functions (e.g., legal) in order to ensure high quality and no risk query resolution
Document resolutions to ensure audit track
Integrate and share know-how across global teams
Give input to process improvements, actively pursue improvement potential, striving for business excellence

Client Support Specialist Resume Examples & Samples

Responsible for all aspects of servicing new business, renewals, and supporting the re-marketing process to include program analysis, preparation of applications, negotiation with carrier underwriters, obtaining quotes and creating/delivering proposal documents
Coordinate and support all day to day service deliverable's such as client inquiries and requesting policy endorsements from carriers within our own workflow, or in other Central teams as appropriate
Obtain Loss Runs annually and summarize loss history
Obtain experience modification
Preparation of program proposals
Maintain knowledge of market trends and changes
Ensure group policy meets all legal, regulatory and compliance requirements
3-5 years of commercial property & casualty insurance experience in a role that is client-facing or external stakeholder-facing is required
Property & Casualty Select insurance knowledge/experience strongly preferred
Current P & C license as required by state law
Customer service focus
Excellent verbal and written communication skills to include phone conversation and email communication
Demonstrated analytical ability, strong decision making skills, and conflict resolution
Problem solving abilities, including critical thinking, research, quantitative skills, creativity
Attention to detail and process orientation
Technology acumen to adapt to multitude of technology based systems (Epic, WillPlace, etc.)
Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
Time management and organization skills
Advanced knowledge of computer software packages including MS Word, Adobe Professional and MS Excel (exposure to Excel formulas and Pivot table creation/manipulation a plus)

Client Support Specialist Resume Examples & Samples

Interfacing with stakeholders to gather business requirements, capture feature requests, and to evaluate and inform on system enhancements
Conducting risk assessments to analyze the potential impacts, benefits, and tradeoffs of system changes; and then, prioritizing the changes to be made
Create documentation that will be used to communicate with software developers, build cost estimates for proposals, and maintain the history of the project and its configuration
Managing the scope of work; performing system tests; and coordinating maintenance windows with IT service teams
Minimum of three years of experience in system support, as part of an IT project development team, or involvement in software development
Previous work with web-based, SaaS technologies
Exposure to systems integration and data management
Understanding of Software Development Life Cycle management
Organizational skills with the ability to plan and follow through
Technical research and problem solving
Time management, excellent written and oral communication, plus team collaboration

Client Support Specialist Resume Examples & Samples

Customer focused
Problem solving/analysis skills
Mathematical/technical mindset
Financial services/commodities/operations experience will be beneficial
Project lifecycle experience
Work with autonomy and manage own work schedule

Call Center Csr-client Support Specialist Resume Examples & Samples

Determine client inquiries by listening and clarifying desired information in order to accurately provide information
Resolve client inquiries by researching, exploring alternative options, implementing solutions, and escalating unresolved issues
Learning, retaining, and refreshing job knowledge in order to relay the correct solutions to clients
Sell additional products or services by recognizing opportunities to cross sell
Ability to provide high quality service in a fast paced environment
Ability to provide excellent service with a client centric focus
Professional and courteous phone manner in order to service clients and handle sensitive inquiries
Strong interpersonal and analytical skills
Demonstrate ability to resolve difficult client exchanges by providing a high quality and service focused experience and giving applicable solutions
Good working knowledge of software (Excel, Word, Microsoft Office, etc.), and have the ability adapt to new technology as tools continue to evolve

Client Support Specialist Resume Examples & Samples

Provide Tier 1 customer support
Respond to basic inquiries regarding ADP products
Resolve routine customer concerns with pre-defined solutions
Handle customer inquiries that could require data entry changes
Answer non-technical questions regarding ADP products and questions that cannot be handled by associate specialists as appropriate
Learn and navigate ADP systems in order to respond to issues
At least 1 year of previous experience
High school diploma
Strong client relationship and interpersonal skills
Must be comfortable working in a performance-based and structured environment while demonstrating high ethical standards
Demonstrated ability to learn and apply basic concepts in new situations
Ability to collaborate and work in a team environment as well as work independently and make sound decisions
Bachelor's degree