Account Services Representative Resume Samples

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RH
R Herzog
Rachel
Herzog
32646 Frederik Mission
Chicago
IL
+1 (555) 661 2047
32646 Frederik Mission
Chicago
IL
Phone
p +1 (555) 661 2047
Experience Experience
Dallas, TX
Account Services Representative
Dallas, TX
Russel and Sons
Dallas, TX
Account Services Representative
  • Demonstrate six Principles of Problem Resolution: (Assume the client is right, Take ownership, Demonstrate concern, Apologize sincerely, solve the problem, Go the extra mile)
  • Provides consistent service within established Client Service Commitments/ KPI /Benchmarks established for each department
  • Work hand in hand with Senior Campaign Manager to provide National Sales Team with updated rate-cards by brand (primarily TMZ, toofab, DramaFever), once per quarter
  • Proactive account support. Works with AE’s and Sr. AE’s to identify prospects and leverage internal analytics tools such as Moat and Winmo in order to support sales efforts
  • Formulates, negotiates and sells scatter packages to smaller LA based advertising clients who are the direct responsibility of the VP in LA throughout the broadcast year
  • ·Respond to customer questions, resolve issues within scope of responsibility, utilize the dispute management system to log and distribute service or other related issues that are causing payment to be withheld, and cannot be resolved in Account Services
  • Establishes account profiles and performs account maintenance and updates to customer information, assists with promotional efforts and responds to requests for general product information, pricing, account cancellation and other account-related issues both verbally and in writing
Boston, MA
Client Account Services Representative
Boston, MA
Bogisich-Runolfsson
Boston, MA
Client Account Services Representative
  • Takes initiative in evaluating and researching day-to-day issues encountered and evaluates importance and urgency in providing recommendations for resolution
  • Applies standard procedural solutions and utilizes internal resources to process transactions in a timely and accurate manner
  • Works with other departments and representatives to build, reinforce and maintain the existing business
  • Collaborative mindset
  • Analytical thinking
  • 3-5 Hours of Investing in You
  • Aptitude for problem solving
present
Houston, TX
Project Account Services Representative
Houston, TX
Stracke-Kassulke
present
Houston, TX
Project Account Services Representative
present
  • Executes manually all commercials changes including: adding, deleting, allocation, moving of commercials
  • Collect local asset delivery data to provide in post summary decks
  • Enjoys working as part of a team
  • As assigned, assists with troubleshooting production issues and problems
  • Assist with securing and traffic creative assets
  • Help reconcile end of month billing/invoices
  • Supports one or several sales teams at all levels during the sales and selling cycle and supports assigned accounts on a day-to-day basis after the close of a sale
Education Education
Bachelor’s Degree in Accuracy With
Bachelor’s Degree in Accuracy With
Carnegie Mellon University
Bachelor’s Degree in Accuracy With
Skills Skills
  • Proficient in and able to navigate all relevant computer systems in order to pull reports, shadow clients, and troubleshoot technical issues, etc
  • Excellent telephone and listening skills, specifically requiring professional telephone demeanor to effectively serve clients
  • Strong detail orientation
  • PC experience and/or the ability to learn basic functions
  • Basic typing ability
  • Solid analytical ability
  • Ability to multi-task while maintaining careful attention to detail
  • Excellent interpersonal and organizational skills are necessary
  • Ability to multi task with speed and accuracy
  • Ability to work effectively both individually and within a team environment
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15 Account Services Representative resume templates

1

Account Services Representative Resume Examples & Samples

  • Specific responsibilities may vary depending on area of assignment
  • Supports and enhance agencies relationships by monitoring clients’ requests to ensure scheduled commercial spots air correctly
  • Related work experience
  • Some sales administration subject matter expertise and some competence in sales program administration and implementation
  • Some understanding of the sales positioning and sales tactics for assigned clients
  • BA/BS degree
2

Account Services Representative Resume Examples & Samples

  • Provides consistent service within established Client Service Commitments/ KPI /Benchmarks established for each department
  • Ensures all documents are examined for completeness and accuracy, and takes appropriate steps to correct for client
  • Employees understand and accept change as it relates to their role and commitment to client fulfillment
  • Exercises due diligence in following operational risk policies, procedures, standards and guidelines
  • Ensures all authorities (SECAF, Delegated Authorities, Anti Money Laundering, Systems access etc) are adhered to, reviewed and understood
  • Employee takes personal accountability for high achievement; actively participates in coaching opportunities, and learning opportunities to improve their individual and team contribution
  • Demonstrate six Principles of Problem Resolution: (Assume the client is right, Take ownership, Demonstrate concern, Apologize sincerely, solve the problem, Go the extra mile)
3

Account Services Representative Resume Examples & Samples

  • Postsecondary education or equivalent
  • CSC an asset but not required
  • Back office Discount or Full Service brokerage experience preferred
  • Well-developed organization and prioritization skills
  • Proficiency in MS Word/Excel/Access
  • Multilingual skills (English, French and/or Chinese) are considered an asset
4

Account Services Representative Resume Examples & Samples

  • Heavy computer work – learning Disney's proprietary system
  • Highly proficient computer skills required including excellent working knowledge of Excel, Word, PowerPoint and Keynote
  • Work Experience: At least 1-3 Years
  • Work Experience: 2-4 Years
5

Project Account Services Representative Resume Examples & Samples

  • Coordinates sales order processing, including placing orders; maintains and updates confirmation orders; administers records on confirmations and agreements
  • Executes manually all commercials changes including: adding, deleting, allocation, moving of commercials
  • Supports the process of ensuring client satisfaction with implementing agency requests and maintain contracted scheduled dollars
  • As assigned, assists with troubleshooting production issues and problems
  • Prioritize, fulfill, or delegate as applicable all client requests
  • Assemble/Produce post summary decks, combining information from a multitude of internal and external sources to report deal delivery
  • Supports one or several sales teams at all levels during the sales and selling cycle and supports assigned accounts on a day-to-day basis after the close of a sale
  • Related professional business experience, media network or ad agency experience a plus
  • Able to multi-task and organize in a fast paced environment
  • Previous client service experience
6

Account Services Representative Resume Examples & Samples

  • Understand basic products and processes. Follows standard processes as outlined in internal guidelines. Follows policies, and procedures, referring items outside established standards to the Manager
  • Process work volumes as measured through established performance benchmarks
  • Provides consistne service within the internal benchmarks
  • Ensure all documents are examined for completeness and accuracy, taking appropriate steps to correct for the client
  • Employees understand and accept change as it relates to their role
  • Exercise due diligence in following operational risk policies, procedures, standards and guidelines
  • Ensures all authorities are reviewed, understood and adhered to
  • Take personal accountability for personal development, high achievement
  • Participates in weekly coaching
7

Client Account Services Representative Resume Examples & Samples

  • Applies standard procedural solutions and utilizes internal resources to process transactions in a timely and accurate manner
  • Performs a detailed evaluation of inquiries and rejected transactions, takes appropriate action for each item and monitors the quality and timeliness of resolution meeting our standards
  • Works with other departments and representatives to build, reinforce and maintain the existing business
  • Stays current with all products, fund changes, fraud warnings, and other policy and procedure changes
  • A commitment to learning and gaining industry knowledge
  • Customer service environment experience preferred
  • Proficiency with keyboarding and computer fundamentals in a Windows environment is needed
  • Ability to work with very large dollar amounts ($1 million plus) with superior accuracy
  • Client Service Orientation - Desire to identify, help and serve internal/external clients, who may include the public, colleagues, partners, co-workers, peers, etc. Focusing one’s efforts on discovering and meeting needs of the client
  • Concern for Order and Quality - Taking action to organize things in order to reduce uncertainty or variance, improve quality and/or clarity, and measure
  • Conceptual Thinking - Ability to identify patterns or connections between situations that are not obviously related, and to identify key or underlying issues in complex situations. Includes using creative, conceptual, or inductive reasoning
  • Initiative - Ability to identify a problem, obstacle, or opportunity and take action in light of this identification to address current or future problems or opportunities
  • Multi-Tasking - Ability to work in an environment characterized by multiple and sometimes competing demands on one's time, energy and capabilities
  • Results Orientation - Concern for working well, exceeding expectations or for surpassing a standard of excellence
  • Teamwork and Collaboration - Intention to work collaboratively with others, to be part of a team, to work together, as opposed to working separately or competitively
8

Account Services Representative Resume Examples & Samples

  • Work in a call center environment providing excellent customer care by greeting customers, asking questions and actively listening to customers to understand their needs or requests
  • Provide seamless customer experience through documenting call details and new account information into the computer system and completing any forms required to request action by other departments
  • Build customer loyalty by placing follow-up calls to customers after receiving acknowledgment of action taken by other Cox departments
9

Account Services Representative Resume Examples & Samples

  • Ability to form and continue key internal and external client relationships by providing outstanding client service
  • Flexibility to occasionally work outside normal business hours in the event of deadlines or projects
  • Be knowledgeable of all appropriate software related to our operation; Media Math, Microsoft Office, SAP
  • Protect the Disney brand
  • A minimum of 2 year of experience in a client services and/or sales role
  • Experience in broadcast at an advertiser, agency, or network as a sales assistant or sales planner
  • Proficient in Outlook (create/edit emails and appointments), Word (create/edit documents), Excel (create/edit documents), Power Point (create/edit presentations)
  • A minimum of 1 year of professional experience creating multimedia presentations with MAC Keynote
  • Experience with TV Media Sales
  • Experience with Digital Sales
10

Account Services Representative Resume Examples & Samples

  • Prepare and pack outgoing cash parcels destined for Canadian Banking Branches and Clients
  • Process incoming Cash Parcels from Canadian Banking Branches and Clients
  • Control incoming/outgoing cash parcels in joint/common custody
  • Understands and complies with privacy/confidentiality requirements and code of conduct guidelines
  • Balances processing speed with the need for accuracy
  • Conscious of time sensitive Armored Car delivery and pick schedules
  • Ensures all authorities (SECAF, Delegated Authorities, Anti Money Laundering, Systems access etc.) are adhered to, reviewed and understood
  • Takes personal accountability for high level performance
  • Works effectively as an individual contributor and as a team player
  • Work is processed under camera surveillance to protect all stakeholders
  • Ensures all documents are examined for completeness/accuracy
  • Entry level – 2 years cash handling experience
  • General math skills and accounting/reconciliation skills
  • Possesses efficient and accurate data entry abilities
  • Proficient communication skills
  • Requires physical strength as position stands to perform the cash parcel preparation and packing function
  • Requires the physical lifting of work bag contents (max 40 lbs.)
11

Account Services Representative Resume Examples & Samples

  • Basic knowledge of retirement plans and mutual fund IRS regulations preferred
  • Ability to maintain a customer focus
  • Proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook
  • Effective written, listening and verbal communication skills
  • Effective problem solving and organizational skills
  • Minimum of 1-3 years of customer service experience required
  • Experience in insurance, banking, or financial services preferred
12

Account Services Representative Resume Examples & Samples

  • Two year college degree or equivalent plus 1-3 years of related customer service experience
  • Desire to work in a fast paced, team-oriented department
  • Strong computer skills including Microsoft Office and Internet Explorer
  • Bi-lingual in French and English is a plus
13

Account Services Representative Resume Examples & Samples

  • Strategically build and prepare plans to meet the company objectives and address the client’s marketing goals
  • Support assigned Account Executive(s) in setting up and delivery of client presentations, including creation, preparation and follow-up of client meetings
  • Track client’s deals to ensure audience delivery in negotiated plans
  • Issue make goods and moves to meet client satisfaction
  • Inventory management and daily maintenance of client’s media schedules
  • Act as back-up for the Account Executive on negotiations and client interactions
  • Provide office support both from a media and office management perspective including, but not limited to, deal maintenance, inventory management, and overseeing a small amount of office duties (i.e. mail and supplies management)
  • Work closely with Sales Assistants on day-to-day responsibilities
  • Train Sales Assistants on media math and general knowledge of media industry
  • A minimum of 1 year of experience in a client services and/or sales role
  • Demonstrated proficiency in Media Math and analysis
  • Ability to learn all computer related functions/systems
  • Ability to work independently as well as be a team player
  • Able to multi-task in a fast-paced, deadline-driven environment
  • Highly organized and detail oriented
  • Must be client service driven
  • A minimum of 2 years' of experience in broadcast at an advertiser, agency, or network as a sales assistant or sales planner
  • A minimum of 1 year of experience creating multimedia presentations with MAC Keynote
  • Experience with Digital Media Sales
14

Independent Account Services Representative Resume Examples & Samples

  • Manage and maintain customers’ expectations utilizing reports and identifying and communicating supply and demand challenges. Partner with Demand Fulfillment team to maximize shipment potential and to ensure the delivery and shipping on time product
  • Partner with Customer Operations and warehouse on a consistent basis to maintain services to an account. Fill rates, shipping information, labelling and ship methods are imperative to maximize quick turnaround time to a customer
  • Receive inbound calls from Independent customers and Territory Managers and partner with the Consumer team to alleviate any overflow of calls
  • Collaborate with the CCNAONE team to help develop any areas of opportunity to assist Territory Managers or customers
  • Prioritization and collaboration throughout the department and with Sales team to ensure customer service opportunities are maximized
  • Prioritization and collaboration throughout the department and with Customer Operations and Warehouse teams to ensure customer service opportunities are maximized
  • Inbound calls are responded to and inquiries resolved in a timely and efficient manner
  • Resource for wholesales team as needed to develop customer service improvement initiatives
  • All changes affecting customer orders are communicated and resolved in a timely manner
  • Reporting skills preferred
  • Retail Experience
  • Obtain strong relationship and communication skills –written and oral
  • Ability to prioritize workload- organizational skills
15

Project Account Services Representative Resume Examples & Samples

  • Build client presentations using PowerPoint
  • Coordinates sales order processing, including placing orders; maintains and updates confirmation orders; administers records on confirmations and agreements. - Radio via Strata - Digital Audio - ESPN.com and local digital elements
  • Assist with securing and traffic creative assets
  • Collect local asset delivery data to provide in post summary decks
  • Update and maintain station contact lists, media kits and current rate cards
  • Help reconcile end of month billing/invoices
  • Proficiency in Microsoft Excel, PowerPoint, Word
  • Strong writer
  • Minimum of 2 years of experience in ad sales or marketing support
  • Minimum of 3 years related business experience
  • Demonstrates communication and problem solving skills
  • Demonstrates ability to multi-task and organize in a fast-paced environment
  • Enjoys working as part of a team
  • Strata system experience
  • Digital sales support experience
  • Sales administration subject matter expertise
  • Prior sales program administration and implementation
  • Relocation assistance is not provided for this role**
16

Account Services Representative Resume Examples & Samples

  • A minimum of 1-3 years of experience in a client services and/or sales role
  • Excellent organization and communication skills
  • Proficient in Word (create/edit documents), Excel (create/edit documents), Power Point (create/edit presentations)
  • A minimum of 2-4 years of experience in a client services and/or sales role
  • Previous experience in broadcast at an advertiser, agency, or cable network as a sales assistant or sales planner
17

Account Services Representative Resume Examples & Samples

  • BA degree plus 1-2 years of related customer service experience
  • Ability to analyze data and/or customer situations and make recommendations for improvement
  • Excellent interpersonal and organizational skills are necessary
  • Strong computer skills - Microsoft Office
18

Account Services Representative Resume Examples & Samples

  • Manage all aspects of account stewardship including but not limited to: working with Ad Operations to pull inventory, being in command of client-provided insertion orders, monitoring live campaigns to ensure delivery, sending screenshots and providing post-campaign analysis as needed
  • Generate digital media sales plans under the direction of VP, Sales and Account Directors / Sr. Account Executives
  • Work hand in hand with Senior Campaign Manager to provide National Sales Team with updated rate-cards by brand (primarily TMZ, toofab, DramaFever), once per quarter
  • Proactive account support. Works with AE’s and Sr. AE’s to identify prospects and leverage internal analytics tools such as Moat and Winmo in order to support sales efforts
  • Perform other work-related duties as request by SVP and VP of Sales
19

Account Services Representative Resume Examples & Samples

  • Assists VP, Multi Platform Sales in LA in positioning The CW to existing and new clients
  • Formulates, negotiates and sells scatter packages to smaller LA based advertising clients who are the direct responsibility of the VP in LA throughout the broadcast year
  • Makes client calls to smaller LA based advertising agencies to update clients on The CW utilizing sales research presentations, one sheet, etc
  • Solves short term inventory needs, moves, flips and inventory change requests from agencies
  • Serves as liaison between CW Traffic and agencies to resolve any scheduling discrepancies
  • Assists in the maintenance of deals and carries out terms of any/all agreements with individual clients
  • Follow up with agency clients informing them of the latest scheduling/programming changes on the network for possible re-expressions and makegood opportunities
  • Secures digital assets to ensure on time launch of full episode video campaigns
  • Stewards both linear and FEP deals to deliver audience guarantees. Provide post analyses to agencies upon request
  • Develops sales planning costs for agency clients for future business
  • Entertain Advertising Agency Clients to further enhance working relationships
  • Maintains files, phone lists, answers phones, etc
  • Handles expenses and books travel for VP in LA
20

Account Services Representative Resume Examples & Samples

  • Respond to customer questions, resolve issues within scope of responsibility, utilize the dispute management system to log and dispute service or other related issues that causing payment to be withheld, and cannot be resolved in Account Services
  • Answer general billing related questions, resolve billing issues, assist and direct customer to appropriate area within ADT if the issue is not within the scope of account services
  • Meet pre-determined departmental standard for productivity & quality measures
  • Initiate outbound calls to correct credit card payment errors, determine appropriate account number to post unidentified payments, update account information and determine if service issues have been addressed
  • Participate on internal quality/ continuous improvement teams on a rotational basis
  • Minimum of one (1) year of customer service experience required
21

AM, GWM Jpms Account Services Representative Resume Examples & Samples

  • 3+ years Customer Service experience dealing with various lines of business
  • Available to work flexible hours
  • Self-starter, organized, detailed-oriented and ability to work independently
22

Account Services Representative Resume Examples & Samples

  • Prepare media plans
  • Manage liability for account list
  • Work with key agency and client partners on all deliverable elements of a deal
  • Manage and generate revenue from developmental sales list
  • Work with sales management and research to prospect new business
  • Minimum 3+ years’ experience in a media sales company or advertising agency
  • Strong media math skills and understanding of industry research tools/metrics
  • Must have excellent analytical, research, verbal and presentation skills
  • Must have the ability to work in a multi-tasked high-pressure environment
23

Account Services Representative Resume Examples & Samples

  • ·Respond to customer questions, resolve issues within scope of responsibility, utilize the dispute management system to log and distribute service or other related issues that are causing payment to be withheld, and cannot be resolved in Account Services
  • ·Answer general billing related questions, resolve billing issues, assist and direct customer to appropriate area within ADT if issue is not within the scope of account services
  • ·Meet pre-determined departmental standards for productivity and quality measures
  • ·Initiate outbound calls to correct credit card payment errors, determine appropriate account number to post unidentified payments, Update account information, determine if service issues have been addressed
  • ·Participate on internal quality/continuous improvement teams on a rotational basis
  • ·Interface with SSO on billing service related issues
  • ·Other duties as assigned
  • Minimum of six (6) months of customer service experience required
  • Basic typing ability
24

Account Services Representative Resume Examples & Samples

  • Under general supervision, proactively initiates new accounts via telephone and email
  • Assists prospects and customers with inquiries concerning Dow Jones Reprints and Licensing products and services
  • Qualifies and recommends solutions to prospective consumer and corporate customers
  • Establishes account profiles and performs account maintenance and updates to customer information, assists with promotional efforts and responds to requests for general product information, pricing, account cancellation and other account-related issues both verbally and in writing
  • Performs clerical work as required using order entry systems, personal computer and standard office application software
  • Assists with reprint production and fulfillment as needed
25

Account Services Representative Resume Examples & Samples

  • Provides customer service and administrative support to contracted accounts
  • Provides fast and accurate responses to customer inquiries and concerns
  • Interacts with executives of accounts that range in size
  • Provides general information regarding ABG locations, service, policies and procedures
  • Maintains accurate listing of ABG charge cards of corporate accounts. Maintain accurate listing of corporate account wizard information
  • Promotes special offers. Free-sell and extend corporate rentals as needed
  • Coordinates specialist needs of executive-level reservations
  • Provides administrative support including but not limited to writing correspondence, faxing, ordering renter applications
  • Assists customer with billing issues
  • Investigates and respond to any customer service related issue
  • Communicates and collaborate with team members, account managers and ABG personnel at rental counters in order to retain and grown the business of corporate accounts
  • HS Diploma required. Some college preferred
  • Minimum of two years sales or customer service experience required
  • Previous experience providing “concierge/prestige” level services for corporate and Fortune 100 customers
  • Strong detail orientation
  • Able to multitask and prioritize effectively
  • Excellent telephone and listening skills, specifically requiring professional telephone demeanor to effectively serve clients
  • Regular and punctual attendance required
26

Account Services Representative Resume Examples & Samples

  • Three to five years of customer service experience
  • Strong verbal, written, and interpersonal communication skills
  • Proven customer service/relations skills including the ability to deal effectively, tactfully, and knowledgeably with customers and non-customers in handling complaints, problems, and general inquiries
  • Excellent telephone skills including listening and demonstrating courtesy, empathy, and accuracy
  • Thorough knowledge of all relevant operational processes and procedures and company products and services
  • Proficient in and able to navigate all relevant computer systems in order to pull reports, shadow clients, and troubleshoot technical issues, etc
  • Ability to perform interest calculations and account adjustments
  • Ability to manage multiple tasks/projects and deadlines simultaneously
27

Account Services Representative Resume Examples & Samples

  • Consults, trains, and mentors Account Service Representatives in overall effectiveness
  • Leads team to provide superb customer service to internal and external clients on a global, national and regional level
  • Assists and guides Account Services Representatives with problem resolution and special customer inquiries regarding rentals and reservations
  • Coaches on new programs and reviews training on existing programs as needed
  • Provides administrative assistance to department management
  • Monitors overall effectiveness, quality, and results of the department in support of the sales team
  • Supports the customer service software tool establishing processes and rules within the tool for department efficiencies
  • Assists with reporting requirements
  • Analyzes data and statistics
  • Directly provides account service support to cornerstone accounts
  • Resolves customer problems/complaints that are escalated, unusual or difficult
  • HS Diploma or GED required. Some college preferred
  • Minimum of two years customer service experience required
  • One year of business communication experience including written and verbal communication skills
  • One year experience interpreting company policies to make decisions
  • Experience with customer service software, applications and processes, preferred
  • Experience in the vehicle rental and / or leasing services industry a plus
  • Leadership, decision making, and problem solving skills
  • Solid customer service skills with the ability to interpret needs
  • Strong interpersonal, organization, and time management skills
  • Ability to handle and maintain confidential information
  • Ability to multi-task in a fast paced environment and act with a sense of urgency
28

Account Services Representative Resume Examples & Samples

  • Troubleshoot customer technical alarm issues effectively and completely over the phone and assist customer with questions and issues
  • Provides answers to customers by identifying problems; researching answers; guiding customer through corrective steps
  • Schedule a technician when necessary when over the phone troubleshooting cannot be resolved
  • Duties also include responding to 3rd party callbacks, assisting customer with inquiries on alarm handling, updating of account information and clarification of alarm handling instructions
  • Make the necessary and appropriate decision to dispatch an authorized service provider when on-site service is required
  • Receives customer inbound phone calls for false alarm call backs, placing alarm on test, responding person call back, AHJ information requests
  • Provide alarm history, update information as appropriate
  • Monitors and dispatches on alarms as instructed based on business needs
29

Client Account Services Representative Resume Examples & Samples

  • Post and reconcile transactions daily using Portfolio Center™
  • Run daily sync using Tamarac Advisor View and troubleshoot issues that arise
  • Run adhoc reports via Advisor View for Advisors, Client Service Managers (CSMs), and all internal/external customers as requested
  • Set up Accounts/Groups daily
  • Monitor CRM for workflow items that need attention
  • Generate quarterly and final fee billing
  • Generate quarterly statements
  • Ability to work with multiple custodians (Schwab, Fidelity and TD Ameritrade) in order to troubleshoot issues that arise
  • Volunteer and represent CAS on projects and committees as necessary to represent the CAS department
  • Take on additional projects and assignments as needed to ensure all tasks on CAS are handled
  • Provide support to other departments as workflow permits
30

Account Services Representative Resume Examples & Samples

  • Assist the sales staff in all aspects of the order process
  • Responsible for stewarding all new and revised orders
  • Identification/resolution of invoice discrepancies and revenue reporting
  • Assist in the coordination of sales marketing materials
  • Establish strong relationships and act as a liaison with agency counterparts
  • Develop a working relationship with Sales Operations guaranteeing a timely and precise order process
  • Answer phones, assist in general administrative duties, send out sales materials on a monthly basis
  • Performs necessary clerical functions as required to include compilation and dissemination of various reports to appropriate areas
  • Demonstrated ability to use Microsoft Office (Word, Excel and PowerPoint)
  • Demonstrated strong interpersonal and organizational skills
  • Demonstrated ability to work in a fast-paced environment
  • Demonstrates a proactive approach
  • Experience in successfully communicating at all levels both verbally and in writing
  • Proven ability to manage multiple projects and be detail-oriented
  • Excellent client relation skills
31

Account Services Representative Resume Examples & Samples

  • Experience with and understanding of the Internet and Microsoft Office
  • Computer skills including experience with CRM systems
  • Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling)
  • Basic level skill in Microsoft Word (for example: opening a document, cutting, pasting and aligning text, selecting font type and size, changing margins and column width, sorting, inserting bullets, pictures and dates, using find and replace, undo, spell check, track changes, review pane and/or print functions)
  • Basic skill level in Microsoft PowerPoint (for example: inserting, rearranging, hiding and deleting slides, navigating between slides, increasing list level, adding, centering and editing text, changing views, inserting a table or a note, moving objects, printing outline view and/or running a slide show)
  • Basic skill level in SFDC or some CRM/SFA experience desired (navigating views, entering information, pulling reports, etc)
32

Account Services Representative Resume Examples & Samples

  • Monitor and assess plant operational data (including manual water analysis and online parameters from analysers) and provide feedback to Customer and GE account manager
  • Monitor corrosion rates. Corrosion coupons for the various treated systems shall be analysed, replaced, and reported on every 30 and 90 days as required. Collects micro’s and corrosion coupons for preparation, labelling and shipment to laboratory
  • Provide technical support and troubleshooting to the customer systems utilising internal technical specialists
  • Supply, installation and service of GE water quality and monitoring equipment, namely,
  • Automated chemical feed and monitoring control equipment
  • Corrosion coupon bypass racks
  • Retractable corrosion probes
  • Maintain current supply of reagents, sampling containers and coupons
  • Identify new applications/technologies to drive increased revenues for GE within existing accounts serviced by yourself as well as develop opportunities outside of the customer base
  • Identify value generation projects for the account and assist the Account manager to prove and finalise PnP
  • Recommend effective changes in service activities
  • Identify key sales opportunities to enhance company revenue
  • Develop professional and healthy relationship with clients, management and internal staff
  • Prepare and maintain service related documentations
  • Collect water samples and conduct analytical tests
  • Monitors and records chemical usage rates, inventory and pump settings
  • Preventative maintenance on dosing pumps and inventory of critical spare parts
  • Helps conducts in-plant studies and evaluation of new products
  • On-going maintenance of all chemicals storage and dosing equipment including supply of spare parts and replacement of pumps if required
  • Maintenance of all labels; dosing lines and ensuring good housekeeping at all times
  • Record and update all test parameters and chemical consumption into our Remote Monitoring and Control Statistical Data Management system
  • Record customer operating, system and equipment data and informs Manager of changes
  • Responsible for operation and maintenance of Company equipment
  • Provide methods of all chemical testing and training as to the analysis and interpretation of these results
  • Review all water test results and chemical consumption figures monthly and summarise test results. Action of out of KPI results
  • Monitors and records chemical usage rates, inventory and pump setting’s, Keep dosing tanks full
  • Enters data into spreadsheets and executes the relevant analysis program
  • Updating of Customer files on GE Box (data management system)
  • Conduct Compliance reviews and audits
  • Maintenance of Site Manual and Technical Procedures and documents
  • Completion of EHS & Technical Training program modules as required under your personal training program
  • Ensure company procedures and safety guidelines are followed at all times
  • Address customer issues in a timely manner to ensure high level of customer satisfaction
  • Develop and maintain preventive maintenance procedures
  • Diagnose and troubleshoot customer related issues
  • Summarize test results and prepare for Managers review
  • Professional (Chemical or Environmental engineering or science preferred) or trade background with solid experience in the water treatment industry
  • Ability to build long term strong relationships
  • Strong Analytical & Diagnostic Skills (experience with conducting water analysis preferred)
  • Strong Technical and Mechanical Knowledge
  • Strong computer skills (advanced Excel preferred)
  • Strong communication skills – both verbal and written
  • Demonstrated commitment to EH&S and compliance
  • Flexibility and willingness to travel on a regular basis
  • Self-motivated and independent attitude to work
  • Hold the appropriate entitlement to work in Australia (Permanent Resident of Australia or an Australian Citizen or New Zealand Citizen)
  • Employees to conduct themselves in accordance with GE’s Growth values at all times
  • Employees to conduct themselves in accordance with GE’s Spirit of the Letter obligations at all times
33

Senior Account Services Representative Resume Examples & Samples

  • Manage back office needs and effectively process Advisor transactions using internal workflow systems; follow departmental standard procedures with a high degree of accuracy
  • Review and process cash management and banking needs that Advisors may have for their clients
  • Analyze all paperwork received, document and notify clients of pending issues, work closely with clients for resolution, and accurately process accounts as they are resolved
  • Perform in depth research on issues as well as identify best courses of action to best service the client and protect the firm from liability
  • Review and analyze any and all parts of the transfer process to ensure completeness and compliance with industry and company rules
  • Deliver exceptional service and build rapport with our Advisors and their staff
  • Communicate with RIA clients via inbound and outbound phone calls / emails
  • Demonstrate accurate understanding of clients’ immediate requests and questions
34

Account Services Representative Resume Examples & Samples

  • Qualifies validated paperwork, activates and maintains advisors accounts
  • Performing in depth research on issues as well as identify best courses of action to best service the client and protect the firm from liability
  • Partner internally with Senior Relationship Managers to ensure the appropriate research and resolution of issues in a timely manner
35

Account Services Representative Resume Examples & Samples

  • A minimum of 1 year of work experience in sales at a media company and/or agency
  • Highly proficient computer skills required, including excellent working knowledge of Excel, Word, PowerPoint and Keynote
  • Experience with Media Math is required
  • A minimum of 2 years' of experience in Ad Sales at a media/broadcast company and/or agency
36

Wealth Management Jpms Account Services Representative Resume Examples & Samples

  • 3+ years experience within a Brokerage firm
  • Strong writing, analytical and communication skills (verbal and written)
  • Ability to handle stringent deadlines / multitasking
  • Available to work overtime including some Saturdays
37

Account Services Representative Resume Examples & Samples

  • Liaison between traffic department and clients on scheduling commercial inventory
  • Work closely with finance and client on credit approvals
  • Answer phones, assist in general administrative duties, send out sales materials as requested
  • One year sales or agency experience, preferred
  • Demonstrates strong interpersonal and organizational skills
  • Demonstrates ability to work in a fast-paced environment
38

Account Services Representative Resume Examples & Samples

  • Process and balance payments
  • Work closely with the Cash Team to ensure all checks are applied in a timely manner
  • Ensure completions of tasks for month end including Reconciliation, Refund Checks, Unprocessables transactions, and
  • Unidentified payments
  • Resolve escalated issues as required from the CSC, Sales, Route, and corporate headquarters
  • Act as point of contact for our partners in India and Costa Rica
  • Process and send/email edited invoice requests
  • Handle special projects as required
  • High degree of maturity, professionalism, accuracy, and sensitivity (Cash handling)
  • Nestle Waters North America systems expertise and strong PC skills
  • Excel proficiency required
  • Excellent organizational and analytical skills
  • Ability to adapt to process and department changes as necessary
  • Ability to work well under pressure, with speed and efficiency
39

New Account Services Representative Resume Examples & Samples

  • Opens new client accounts within established time frames, performs account maintenance to existing accounts
  • Processes incoming and outgoing transfers of client assets. Verifies that accounts are opened and assures that documentation is complete before processing transfers
  • Establishes and maintains all account features on all brokerage accounts
  • Works with clearing firms and other vendors to confirm receipt or delivery of assets
  • Initiates follow up calls to obtain missing documentation. Provides status updates to advisors
  • Assists Investment Advisory department with establishing accounts, as necessary
  • Monitors and maintains EOE operations queue
  • Works daily clearing firm reports to resolve deficient/NIGO items
  • Knowledge of the financial services industry
  • Solid knowledge of MS Office and other relevant applications
  • High school diploma or equivalent; College degree preferred
  • 2 - 4 years work experience
40

Account Services Representative Resume Examples & Samples

  • With supervision, collaborate closely with internal partners to ensure complete understanding of special account handling and to proactively solve billing/service issues
  • With assistance, make appropriate risk decisions based on the interpretation of facts including premium, claims, compliance, sales impact and customer relationship
  • Develop personal credibility with sales force, field management, key brokers, plan administrators, and internal customers consistent with the company’s commitment to achieving a distinct competitive advantage
  • Accurately verify policyholder, plan administrator key identifiers, and ensure appropriate communication methods are utilized in support of Colonial Life’s commitment to privacy and safeguarding confidential information
  • Develop an understanding of the enrollment/application platform, business collection process, underwriting policies, account administration and billing practices, and other operational areas
  • Develop the ability to recognize DOI and compliance regulations, procedures, and consumer complaints and complete the appropriate documentation for submission to Customer Relations for handling
  • With minimal supervision, process service inquiries from agents, plan administrators and policyholders to ensure customer expectations and service goals are met
  • With supervision, identify service solutions that meet the needs of the account
  • Develop understanding of service capabilities available to accounts that allow for the most effective and efficient administration processes available
  • Develop a thorough understanding of billing and service processes
  • With supervision, assist in identifying emerging and existing trends related to accounts and agents
  • With assistance, develop an understanding of the I3 system to correctly navigate the I3 Client