Account Support Specialist Resume Samples

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SJ
S Johnston
Sherwood
Johnston
9270 Christiansen Place
Los Angeles
CA
+1 (555) 571 3884
9270 Christiansen Place
Los Angeles
CA
Phone
p +1 (555) 571 3884
Experience Experience
Phoenix, AZ
Account Support Specialist
Phoenix, AZ
Schulist-Schroeder
Phoenix, AZ
Account Support Specialist
  • Utilizes sales automation systems to manage day-to-day activities and update management on sales performance through system generated reports
  • Support client promotions and help make recommendations for process improvement
  • Provide support to Account Managers who are managing large partnerships and customers
  • Expedites orders with Production and /or Shipping. Works directly with Production Planning regarding the status of back-orders and rework rolls
  • Work in a team environment to close client business and execute delivery of product
  • Expands customer relationships through effective management of program performance
  • Assisting with partner questions, such as those related to reporting, analytics, or customer service
Detroit, MI
Key Account Support Specialist
Detroit, MI
McGlynn-Wilkinson
Detroit, MI
Key Account Support Specialist
  • Assist with preparation of due diligence operational setup forms for various intermediary platforms such as BNY SuRPAS and Merrill Lynch
  • Maintain key account contact list of ALPS fund clients and their respective Sales Managers
  • Learn to navigate and master the various intermediary trade portals such as Fidelity FundsNetwork and Charles Schwab IM Gateway and run client specific reports
  • Manage order process from entry to shipment, coordinate with ISC and DC to insure customer timing/process is met
  • Customer credits inc. discrepancies, performance fines, and program deductions
  • Assist with selling agreement execution and delivery to include proper setup of intermediaries at the Transfer Agent
  • Attend weekly client status calls regarding operational onboarding and sales efforts
present
Houston, TX
Senior Account Support Specialist
Houston, TX
Sporer, Torp and Goldner
present
Houston, TX
Senior Account Support Specialist
present
  • Assist in departmental reporting, tracking and special projects as assigned
  • Support the Company by participating in group problem solving efforts
  • Interface with Credit Department, expediting shipments and account maintenance
  • Establish and maintain positive business relationships, internally and externally, to promote Company goals
  • Examine records, such as bills, computer print outs, bills of lading, pricing on orders/commissions, group rebates, and related documents and correspondence, and converses or corresponds with customer and other Company personnel such as TM’s, billing, credit, sales, service shipping, to obtain facts regarding customer service
  • Compose and/or edits internal and external correspondence, reports, presentations, spreadsheets, charts/graphs. This includes outside vendor and customer correspondence, confidential material
  • Demonstrate teamwork to ensure achievement of team, individual, and corporate goals
Education Education
Bachelor’s Degree in Skill
Bachelor’s Degree in Skill
Seton Hall University
Bachelor’s Degree in Skill
Skills Skills
  • Ability to multitask and work in a face-paced, customer facing organization Punctual work schedule, reliability
  • Strong attention to detail
  • Excellent communication and interpersonal skills and be able to work well within a team
  • Able to work effectively within a global team, ie, sharing knowledge, offering help
  • Strong organization skills and intense attention to detail
  • Ability to prioritize issues and manage time effectively, taking accountability for resolving customer issues
  • Manage a diverse and complex scope of account-related issues (I.E. renewals, cancellations, customer aging, etc.) directly related to the retention, support and growth of the company’s core product "Online Backup/Disaster Recovery"
  • Strong team player,highly motivated with a willingness to learn
  • Exceptional time management skills and ability to self-motivate
  • Share best practices with other team members to enhance the quality and efficiency of client services
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14 Account Support Specialist resume templates

1

AM, Jpms Omni Account Support Specialist Resume Examples & Samples

  • Provide high quality, high touch service to JPMS Financial Advisors/Client Associates for all OMNI Account support. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products
  • Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations
  • Coordinate and follow through on FA/CA requests for products/services and account maintenance (i.e., open/close accounts, title changes, address changes, capital call notices, Mutual Fund trades, money movements, securities transfers, statement maintenance, etc.)
  • Research, follow-up and resolve inquiries and issues through effective interaction with advisors, client associates, product partners, branch/operations teams and other staff in a timely and professional manner
  • Series 99 licenses required for position: preferred upon hiring, but must be obtained within 180 days of hire
  • College degree or equivalent financial services/banking industry experience preferred
  • Client service experience preferred
  • Experience with a wide range of investment products preferred
  • Ability to work effectively as a member of a team
  • Ability to adapt to a rapidly changing business and technology environment
  • Exceptional problem-solving skills
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
2

Corporate Account Support Specialist Resume Examples & Samples

  • Research – will be required to address miscellaneous customer related inquires as related to highlighting contract volume (CV) detail, service history & detail, account information (locations, assignments, etc) and pricing and payment information
  • Responsible for the Customer Inquiry (CI) and Plan of Action (POA) process and activity as it relates to supporting customers and customer specific account locations that may be having issues that could adversely impact the longevity of our relationship with a particular customer
  • Reporting – run queries, validate accuracy and deliver customer specific reports. Most reporting is related to validating compliance
  • Scheduling – provide assistance for unique customers like airlines
  • Liaison between customers, CAMs and field. Paging field employees for misc activities
  • Assist CAMs with customers presentations on an as needed
  • 3+ years relevant industry/organizational operations knowledge
  • Intermediate proficiency in MS Excel
  • Associate’s or Bachelor’s degree in business, communications or IT
  • Advanced skills in multiple software programs and basic AS400 knowledge
3

Account Support Specialist Resume Examples & Samples

  • Setting up, running, and monitoring partner reporting
  • Assisting with partner questions, such as those related to reporting, analytics, or customer service
  • Sending commission reports to partners
  • Assisting with GCO issues if follow ups are required
  • Managing content requests (description, price, or geography) from LPS and / or partners
  • Raising and tracking tickets relating to bugs or partner requests
  • Completing EAC documentation requirements and administrative EAC follow-ups such as CID additions, adding new points of sale or new risk, EAC approval forms, credit limit increases, and credit reconciliations
  • 0-2 years related industry experience
  • Ability to work and thrive in a multi-tasked, fast paced environment
  • Strong organization skills and intense attention to detail
4

Account Support Specialist Resume Examples & Samples

  • Ability to handle complex customer inquiries, problems, and non-routine matters relating to department activities in support of the sales force, agents and customers
  • Process customer calls pertaining to order entry, purchase order status, provide availability and in-depth information on products; provide pricing on applicable accounts
  • Expedites orders with Production and /or Shipping. Works directly with Production Planning regarding the status of back-orders and rework rolls
  • Interface with Credit Department, Special Projects, Account Maintenance and the Sales Force
  • Uses reports to monitor revisions and notifies customers and Sales Representatives. Proactively notifies Sales Representatives of upcoming issues regarding order status
  • Provides first call resolution on “hot” calls from Builder Customers and Sales Representatives
  • Establish and maintain positive business relationships, internally and externally, to promote company goals
  • Assist in departmental reporting, tracking, and special projects as assigned
  • High School Diploma or GED equivalency required and 1-2 years customer service related experience
  • Basic Computer Skills: in word-processing and spreadsheet applications (MS experience(s) that are multed. Word, Excel AS400, Inet, & Electronic mail required)
  • General office experience required with exposure in a customer service
5

Account Support Specialist Resume Examples & Samples

  • Address client needs (as communicated by the Senior Account Manager) as they occur; demonstrates strong sense of customer service
  • Works with Clients and Account Managers to ensure that Employee Files for Random pulls are accurately loaded in time for the client’s cyclical Randoms selections
  • In conjunction with the Account Manager creates ad-hoc reports for the client utilizing customized applications and MS Office Applications (primarily Excel)
  • May support the Customer Service team by handling overflow customer calls or the Account Managers as designated out-of-office backup
  • Special projects may include (but are not limited to): Client Status Reports; processing and QC’ing large Form Orders, new Location Setups, General Account updates, etc
6

Account Support Specialist Resume Examples & Samples

  • Style setup maintenance (UPC/GTIN for shipping label printing)
  • Customer setup, new locations, etc
  • 3 to 5 years of Customer Service or related experience required
7

Account Support Specialist Resume Examples & Samples

  • Typically a Bachelor's degree or equivalent experience and 2-4 years related experience or Master's degree and up to two years experience
  • 2-4 years related experience in a telephone support position in a service or end-user support environment. 1 year experience in the microcomputer industry. Technical training in hp or other manufacturers' product lines
  • Working knowledge of the field of Customer Relations
  • Demonstrated verbal communication and customer service skills
  • Ntermediate-level knowledge of operating systems software
  • Demonstrated writing/correspondence skills
  • Experience and demonstrated presentation skills
  • Knowledge of legal ramifications/conflicts in Customer Relations environment such as consumer rights and manufacturers' warranty responsibility
8

National Account Support Specialist Resume Examples & Samples

  • Preparation for Monthly and Quarterly Business Reviews; reporting, ie: KPIs and scorecards, SLAs, SPIN, MDAs, OpCo. Must be expert in Excel. Outlook, and PowerPoint with strong technical capabilities to learn and become expert in My Sysco Reporting, 360, SPIN, COQs, Sysco Mobile, My Sysco Truck, Sysco Market Express, and more
  • Support FSM AOP through project management of Customer visit debriefs, tracking of critical action items, ensuring due dates are hit, providing RVP support on key customer visits, coordinating complex “top to top” meetings, crafting custom sales presentations in Excel and PowerPoint
  • Manage customer calendar, routines & cadence, new SBI protocols. QBRs, MBRs and follow-up
  • Attend FSM internal & customer meetings as needed, document key take-away’s and action plans
9

Client Account Support Specialist Resume Examples & Samples

  • Proficient knowledge (min 3-5 years) in health care / managed care business and knowledge of administrative operations
  • High School Degree required. Bachelor’s degree highly preferred
  • Successful track record and/or possesses clear aptitude as a leader
  • Ability to manage through systems and influence direct and matrix partners to deliver
  • Exceptional relationship-building skills
  • Demonstrated planning/organizational skills; ability to plan for both the long and short term; ability to work on many issues at once and to prioritize work
  • Demonstrated ability to develop strong working relationships with matrix partners in the organization; ability to leverage matrix resources to drive deliverables
  • Previous account management / onsite service rep experience highly preferred
10

Account Support Specialist Resume Examples & Samples

  • Assisting with partner questions, such as those related to reporting, analytics or customer service
  • Assisting with submission and approvals of opportunities through Salesforce and Docusign
  • Good written and oral communication skills
  • Experience in Microsoft Word, Excel and PowerPoint
  • Ability to work and thrive in a multi-tasked, dynamic environment
  • Proficiency in English. Other language skills may be required depending on the location of the position
  • LI-LC2
11

Account Support Specialist Resume Examples & Samples

  • Responsible for project management and reporting for the client management process to ensure that due dates and deliverables are tracked and on schedule for all client activities as assigned by manager and team. Attends client conference calls and onsite meetings to document client deliverables, client summary notes and follow up items
  • Prepares and develops client presentations. Assists in the development, coordination and materials necessary for site visits/client meetings
  • Exercises independent judgment and discretion responding to requests, arranging meetings and interacting with key contacts
  • Independently handles the setting up and maintenance of client project tracking reports and processes
  • Coordinates or independently completes special projects according to manager's general instructions. May assist manager or other staff members with more complex and detailed client projects
  • Participates in additional client support related activities at the direction manager, and interacts with team to meet internal reporting requirements and deliverables
12

Business Account Support Specialist Resume Examples & Samples

  • Two years experience operating a computer in a Windows based environment
  • Two years experience in a customer facing environment
  • Two years experience and/or technical education/training troubleshooting computer hardware, mobile phones, or other electronic devices
  • Two years working with/in billing, data applications, data services and network performance
13

Major Account Support Specialist Resume Examples & Samples

  • Continually develops and updates Account Profiles of Named Accounts ensuring all activities, relationship touch-points, PB activities, etc., are documented and account strategies are implemented
  • Ensures understanding of customer’s business processes, issues and requirements
  • In conjunction with General Managers, assures customer requirements are met on a daily basis. Builds customer loyalty at the executive level of named Accounts
  • Interacts directly with Named accounts assigned to them and their partner MAE across regions. Actively engages representatives of named accounts frequently in person and by phone
  • Monitors and evaluates required reporting to assure volumes, pricing and quality are appropriate and customer problem/issues are resolved and service level expectations are met
  • Identify and implement PBI cross selling opportunities
  • Develop and maintain relationships with relevant industry influencers, i.e., associations and consultants that will benefit account strategies
  • Develops and negotiates an effective contract strategy that is measured by the preservation and protection of existing contracts as well as the growth within each
  • Requires creative, relentless, customer focused individual with 5+ years of account management experience interacting at the Executive Level
  • Print and mail industry experience strongly preferred with prior personal successful sales experience
  • Experience with sales and service to Fortune 500 companies strongly preferred
  • Ability to influence various levels within the customer hierarchy
  • A proven track record of high sales achievement
14

Key Account Support Specialist Resume Examples & Samples

  • Become knowledgeable at key retailer supplier systems, information needs, and delivery requirements
  • Coordinate the resources of the HSP supply chain & marketing teams to ensure all requirements are met in a timely fashion
  • Customer credits inc. discrepancies, performance fines, and program deductions
  • Manage order process from entry to shipment, coordinate with ISC and DC to insure customer timing/process is met
  • Take lead in solving issues, escalate as necessary
  • Build relationships with customer supply teams, travel to customer when necessary
  • Insure penalties are vetted, documented and processed
  • Coordinate EDI onboarding of new customers
  • 5 years sales /customer service experience
  • Strong organization, conceptual, analytical, financial, and communication skill sets
  • Strong system skills (or ability to quickly learn) – SAP, Business Objects, salesforce.com
  • Travel – 10%
15

Key Account Support Specialist Resume Examples & Samples

  • Play a critical role and act as a point of contact for the coordination and resolution of all Fund servicing matters for our clients and key intermediary relationships
  • Develop and foster relationships with key intermediary operational contacts and maintain database of onboarding requirements
  • Assist with preparation of due diligence operational setup forms for various intermediary platforms such as BNY SuRPAS and Merrill Lynch
  • Learn to navigate and master the various intermediary trade portals such as Fidelity FundsNetwork and Charles Schwab IM Gateway and run client specific reports
  • Attend weekly client status calls regarding operational onboarding and sales efforts
  • Assist with selling agreement execution and delivery to include proper setup of intermediaries at the Transfer Agent
  • Maintain key account contact list of ALPS fund clients and their respective Sales Managers
  • Complete, review and maintain all Mutual Fund Profile II updates in the NSCC database
  • Submit all NSCC required forms for new NSCC participant numbers and service additions/deletions
  • Complete CUSIP add forms for UCIT NSCC clients
  • Take part in industry webinars and stay current on industry trends and topics relating to the distribution of Mutual Fund products
  • Maintain the integrity of ALPS as a business partner from all viewpoints
  • Customer focused with high level of responsiveness
  • Interpersonal, relational and social predisposition
  • Ability to prioritize multiple tasks with emphasis on accurate completion
  • High level of problem solving acumen
  • 2+ years of Mutual Fund industry experience with general knowledge of financial services operations
  • Proficiency in the Microsoft Office suite
  • 2 Year Associates Degree/Bachelor’s Degree preferred
  • FINRA Series 6 and 99 (if not currently licensed, will be required as condition of employment)
16

Senior Account Support Specialist Resume Examples & Samples

  • Act as a senior team member, providing cross-functional support to major accounts. Applies advance knowledge and experience to resolve coordinate or provide direction to ensure key company accounts receive prompt and effective service
  • May provide assistance to Customer Service Representatives and Account Support Specialists I & II
  • May provide assistance to leads, offering guidance and direction to junior team members. Act as a liaison between the Company and the account. Requires considerable adaptation in response to major accounts in order to achieve success
  • Interface with Credit Department, expediting shipments and account maintenance
  • Interpret orders and documentation for customers and process orders in accordance with established contracts. Expedite and trace orders to meet customers needs
  • Process customer inquiry calls pertaining to Purchase Order status, provide availability and in-depth information on Products, provide pricing on applicable accounts and to expedite shipment requests
  • Compose and/or edits internal and external correspondence, reports, presentations, spreadsheets, charts/graphs. This includes outside vendor and customer correspondence, confidential material
  • Maintain and establish appropriate confidentiality with sensitive material and information
  • Examine records, such as bills, computer print outs, bills of lading, pricing on orders/commissions, group rebates, and related documents and correspondence, and converses or corresponds with customer and other Company personnel such as TM’s, billing, credit, sales, service shipping, to obtain facts regarding customer service
  • Establish and maintain positive business relationships, internally and externally, to promote Company goals
  • Support the Company by participating in group problem solving efforts
  • Demonstrate teamwork to ensure achievement of team, individual, and corporate goals
  • Assist in departmental reporting, tracking and special projects as assigned
  • High School Diploma or GED equivalency required. Some college in business related field or (CCSS) Certified Customer Service Specialist certification preferred
  • Intermediate Computer Skills: in word-processing and spreadsheet applications (MS Word, Excel AS400, Inet, & Electronic mail required)
  • In-depth knowledge of Company brands and products information required to perform the essential functions of the job. In-depth knowledge of commonly used concepts, practices and procedures related to department activities
  • 2-4 years of Account Support Specialist experience required
  • Proven expedite skills required
  • Experience to handle most complex customer inquiries and problems and non-routine matters
  • Master knowledge of all skills and responsibilities up to a Account Support Specialist II. Proven leadership skills
  • Strong commitment to customer/client satisfaction
  • Ability to perform with ease multiple tasks and manage time effectively
  • Ability to effectively communicate on a professional manner as well as interpret incoming calls and handle in an appropriate manner
  • Must possess excellent organization skills, pronounced judgment and decision making abilities and be able to maintain confidentiality of information
  • High degree of skill and ability to explain most complex matters to ensure customer satisfaction and retention
  • Excellent oral and written communication skills with a demonstrated ability to interact effectively with individuals at all levels in the organization required. Good Voice Quality that is conversational and professional
  • Ability to interpret and follow oral and written instructions, policies, guidelines and processing standards
  • Ability to demonstrate strong organizational and problem solving skills required
  • Ability to demonstrate strong interpersonal relationship building skills
  • Must have the ability to work independently with minimum supervision as well as be an effective team member
17

Account Support Specialist Resume Examples & Samples

  • Sales support/inside sales and/or customer service/order processing
  • Experience working with external customers
  • Microsoft Office (MSExcel, MSWord, MS Powerpoint)
  • Salesforce.com (preferred)
  • Oracle or other ERP/Order management systems (preferred)
  • Ability to multitask and work in a face-paced, customer facing organization Punctual work schedule, reliability
18

Account Support Specialist Resume Examples & Samples

  • Provide support to Account Managers who are managing large partnerships and customers
  • Assist with coordination of client and internal meetings
  • Support client promotions and help make recommendations for process improvement
  • Handle and resolve escalations in a timely manner
  • Provide accurate and timely recommendations to client requests
  • Coordinate design and printing of promotional materials
  • Report on promotional campaigns
  • Assist in the preparation of client quarterly and annual program reviews
  • Provide support to client audits
  • Setup and monitor client invoicing per current client contractual agreements
  • Coordinate and provide recommendations to invoicing requirements
  • May handle a small select group of accounts
  • Interact with cross functional teams such as Finance, IT and other groups as appropriate
  • BBA or BS Required plus 2-3 year experience in building and managing client relationships
  • Advanced skills with MS Outlook, Excel (Pivot tables, V-look up and macro experience a plus), Word, and Power Point
  • Strong knowledge of proprietary reporting applications
  • Strong knowledge of market, industry and client information
  • Must be able to handle multiple projects
  • Detail oriented, creative thinking and innovative decision making
  • Must be able to work independently and to work cross functionally throughout the organization
19

Account Support Specialist Resume Examples & Samples

  • Address client setup needs as they occur; demonstrate strong sense of customer service
  • Train/update clients about new technology, product offerings and pricing of those products
  • Identify/implement methods that can enhance how the client receives products
  • Audit Daily Collection Log
  • Tracks Inconclusive tests through system and reports results in daily updates
  • System setup of Projects, and all subordinate locations, upkeep of addresses and contacts
  • Communicating directly with clients and internal Project Teams providing immediate solutions to issues, web access information, billing concerns, via phone and email
  • Four-year degree from accredited college or university with concentration in Business Administration or Marketing preferred
  • Previous account management, vendor management, or customer service experience
  • Experience with corporate culture along with an excellent customer service mentality
20

Local Account Support Specialist Resume Examples & Samples

  • 1+ years experience in a call center environment
  • Proven ability working in multiple systems simultaneously while on phone
  • Experience in a service industry setting with constant client contact/interaction
  • Comfortable in a high demand environment
  • Strong computer literacy (Internet Explorer, Excel, Word, Power Point)
  • Retain and apply new information quickly