Client Service Consultant Resume Samples

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KC
K Conn
Kareem
Conn
78294 Jakubowski Orchard
Philadelphia
PA
+1 (555) 376 2156
78294 Jakubowski Orchard
Philadelphia
PA
Phone
p +1 (555) 376 2156
Experience Experience
Philadelphia, PA
Client Service Consultant
Philadelphia, PA
Koepp and Sons
Philadelphia, PA
Client Service Consultant
  • Assist in analyzing performance against key metrics and create variance reports for operational performance and analysis
  • Provide project management assistance regarding new client implementation
  • + Provide product enhancement ideas to our development team
  • Assure quality audit assistance for development regarding website enhancements, new functionality, etc
  • Provide support assistance regarding new client implementation
  • Assist with providing data analysis, reporting, and documentation for the Sales, Marketing, Services, and Business teams
  • Provides back-up assistance in reviewing completed benefit summaries and SBC’s
Philadelphia, PA
Branch Client Service Consultant
Philadelphia, PA
Walker Inc
Philadelphia, PA
Branch Client Service Consultant
  • Assisting clients with product enquiries including opening of accounts and payment transfer requests
  • Client-centric approach and willingness to provide exceptional client service at all times
  • Prepare deposits for banking
  • Processing of client & adviser maintenance requests
  • Ensuring stock levels of product documentation are maintained
  • Ensure prompt transfer of correspondence relating to complaints or issues
  • High level of attention to detail and the tenacity to follow through
present
Philadelphia, PA
Senior Client Service Consultant
Philadelphia, PA
Schmitt-Kreiger
present
Philadelphia, PA
Senior Client Service Consultant
present
  • Reading big data and preparation of presentation with summary and recommendation for improving performance of clients business
  • Working with big data bases
  • Support company processes in client service
  • Attract new clients
  • Preparing research proposals
  • Present and explain data to clients
  • Responsible for quality and terms for reports delivery
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Massachusetts Amherst
Bachelor’s Degree in Accounting
Skills Skills
  • Adept at troubleshooting, diagnosing and communicating customer support cases
  • Ability to execute on projects and other activities as assigned to deliver consistently, exceptional key account customer and internal service
  • Ability to plan, develop and manage multiple client facing projects simultaneously
  • Excellent verbal and written communication skills
  • Strong background working with Microsoft Office applications
  • Familiar with Access
  • Proficient with Windows XP and Vista, 7
  • Thorough understanding of technology, specifically web-based operations platforms
  • Ability to keep up in a fast paced entrepreneurial environment
  • Ability to manage time and multi-task
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8 Client Service Consultant resume templates

1

Client Service Consultant Resume Examples & Samples

  • Delivery of an exceptional client experience with every client that enters the environment
  • Cash handling and balancing including use of internal systems to ensure appropriate cash levels are maintained and audit/regulatory requirements are adhered to
  • Assisting clients with product enquiries including opening of accounts and payment transfer requests
  • Liaising with other S&O teams and BFS product teams to ensure knowledge is kept up to date and correct information is communicated to clients
  • Active participation in monthly audit completion
  • Liaising with couriers as required to ensure client's needs are met
  • Ensure prompt transfer of correspondence relating to complaints or issues
  • Read cheques generated by Macquarie Cash Management Trust's (CMT's) cheque writing facility
  • Prepare encoded deposits for banking
2

Client Service Consultant Resume Examples & Samples

  • Tertiary qualification (ideally in Business / Economics / Accounting / Finance) and a willingness to learn and develop your financial services skills and knowledge
  • Strong problem solving skills and ability to follow processes and procedures
  • The ability to adapt to change with ease and be resilient to cope with challenging tasks
3

Client Service Consultant, Remote Resume Examples & Samples

  • Position requires deep knowledge of HW eligibility system configuration and process/methodology to make changes to system for ongoing maintenance
  • Ability to represent project status and details to client and internal Xerox teams is required
  • HW eligibility system configuration
  • Testing domain expertise
  • HW domain experience and expertise
  • Experience working with clients and delivery at senior level
  • 8 years of experience required
4

Outbound Client Service Consultant Resume Examples & Samples

  • A passion for connecting with customers
  • Confident, engaging and natural ability to communicate
  • Excellent influencing and problem solving skills
  • Initiative and a 'can do' attitude
  • Ability to work independently and take responsibility
5

Branch Client Service Consultant Resume Examples & Samples

  • Provide an exceptional client experience during every interaction, with end to end accountability
  • Liaising with other SSC&O teams and BFS product teams to ensure knowledge is kept up to date and correct information is communicated to clients
  • Prepare deposits for banking
  • Ensuring stock levels of product documentation are maintained
  • Processing of client & adviser maintenance requests
6

Casual Client Service Consultant, Sydney CBD Resume Examples & Samples

  • Telephone and written communication skills - Including the ability to engage and manage conversations over the phone and via email
  • Maintains the reputation of the bank and act as an advocate
  • Sales skills - The ability to match customer needs to ANZ Share Investing products and refer to relevant areas of the bank
  • Knows when to provide alternative solutions to meet customer needs
  • Knows when to escalate customer issues
7

Client Service Consultant Resume Examples & Samples

  • Serve as the primary contact between the business unit and its high revenue generating, complex customers for onboarding, training, and IT troubleshooting needs
  • Administer client training support through phone calls, web-based demonstrations, documentation, tutorials, or on-site presentations for both new and existing clients
  • Advocate on behalf of the client regarding internal processes and future development
  • Provide project management assistance regarding new client implementation
  • Facilitate solutions and communications with sales, implementation and account management as necessary
  • Assure quality audit assistance for development regarding website enhancements, new functionality, etc
  • Serve as a member on our complex form building team that works within our database using Access
  • Two years of client customer-facing experience
  • One-two years of experience in sales or customer support role for web-based business or software application provider
  • Ability to build trust, confidence and goodwill with key customers by understanding their needs and articulating the organization’s ability to meet the clients’ needs with our products and services
  • Adept at troubleshooting, diagnosing and communicating customer support cases
  • Ability to execute on projects and other activities as assigned to deliver consistently, exceptional key account customer and internal service
  • Ability to plan, develop and manage multiple client facing projects simultaneously
  • Strong background working with Microsoft Office applications
  • Must be proficient in Excel
  • Familiar with Access
  • Proficient with Windows XP and Vista, 7
  • Thorough understanding of technology, specifically web-based operations platforms
  • Ability to keep up in a fast paced entrepreneurial environment
  • Ability to manage time and multi-task
  • Ability to solve complex problems
  • Exhibits a high level of initiative and position collaboration working successfully in a team environment
  • Basic understanding of relational databases and basic Sequel
8

Client Service Consultant Resume Examples & Samples

  • Accountable for overall client satisfaction and renewal/retention
  • Gain a deep understanding of your client`s business and provide applicable best practices
  • Demonstrate superior product knowledge and consultative account management skills
  • Analyze both usage statistics and client feedback to proactively promote product value
  • Ensure quality data conversions through timely updates and project management
  • Provide valuable feedback and insight to the product team
  • Develop account strategies with sales directors and identify new user groups and business opportunities, which will help Morningstar meet and exceed revenue goals
9

Client Service Consultant Resume Examples & Samples

  • Work with account management and the client to develop strategies for client issues as a result of service failures in order to meet client expectations and return to satisfactory service levels. This includes assisting account management with the development of work plans when needed, coordinating the pharmacy and call center efforts to meet the work plan, and providing updates for the work plan to account management as well as the appropriate parties involved
  • Ensure site operational readiness regarding the implementation of select new clients. Act as the central focal point for resolving operational issues during start up and manage the service levels through the first 6 months of operation to meet the expectations of the client. Provide trend analysis and direct service recovery initiatives where warranted
  • Primary contact for resolution of daily service issues presented by Account Management staff and/or select external client personnel. Interface with Implementation and/or Migration personnel and account management to ensure that mail order programs set up for new and existing clients are functioning according to optimal service standards. Coordinate client site tours with account management and site personnel and provide operational data and slides as needed for the presentation
  • Ensure operational readiness regarding the implementation of new clients and manage the service levels through the first 6 months of operation to meet the expectations of the client
  • Develop work plans when needed, coordinate the pharmacy and call center efforts to meet the work plan. Update the work plan and communicate the status of the work plan with the appropriate parties
  • Other duties as needed
  • Responsible for good housekeeping techniques, adhering to quality and production standards while complying with all applicable company, state and federal safety and environmental programs and procedures
  • 5-8 years relative experience
  • Microsoft Office Suite, Excel, Access, PowerPoint
  • Excellent approach to problem solving; excellent written, verbal communication skills. Ability to plan for and integrate multiple tasks concurrently; perform and document trend analysis; develop and conduct presentations for internal and external clients. Experience directing and working within multi-disciplinary teams; strategic thinker, with excellent prioritization skills. Demonstrated maturity and flexibility required to interact independently with diverse and growing internal and external customer base
10

Client Service Consultant Resume Examples & Samples

  • Excellent organizational skills with the ability to work on numerous tasks simultaneously
  • Expert Microsoft Office Suite skills
  • 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
  • Trains junior Client Support Specialists on systems, industry knowledge, support processes and procedures
  • Demonstrates strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of advisors with all product discussions and offerings
  • 10 plus years supporting high net worth clients with complex needs
11

Client Service Consultant Resume Examples & Samples

  • Ability to engage and manage conversations over the phone and via email
  • The ability to match customer needs to ANZ Share Investing products and refer to relevant areas of the bank
  • Ability to relate and empathise with customers
12

Client Service Consultant Resume Examples & Samples

  • Manage the mitigation of help desk tickets through partnership with operations team. Actively prioritizes open tickets and follows through on action items to obtain resolution
  • Manage the prioritization of project JIRAs, working with Program Management to develop a prioritized list of projects for AIT, ensuring projects are delivered on time. Gathers any customer actions needed to progress projects forward
  • Troubleshoot client Alerts and Alarms
  • Partner with the customer to develop standard analytics and reporting by application
  • Assist in the preparation of Operational review materials
  • Assist in the preparation of Business review materials
  • Assist in the resolution of non-technical account issues, past due invoices, billing questions, general questions
  • Assist in analyzing performance against key metrics and create variance reports for operational performance and analysis
  • Collect, analyze and evaluate key data to track product performance and important metrics
  • Perform ad-hoc sales analyses as needed
  • Research and Data Analysis
  • Assist with providing data analysis, reporting, and documentation for the Sales, Marketing, Services, and Business teams
  • 1-3 years of experience as a Business Analyst
  • Expert knowledge of in house data sources, and adept at quickly extracting and analyzing data from these sources
  • Comprehensive business knowledge and technical skill for key data analytical tools such as Excel, Oracle Business Intelligence (OBIEE), Salesforce.com, and Tableau
  • Ability to communicate effectively across all levels of the company, including Sales, Product, Marketing, Services, and Finance
13

SG / Senior Client Service Consultant Resume Examples & Samples

  • Extensive financial service and customer service experience
  • Bi-Lingual (English, Mandarin or Cantonese) or Tri-lingual language (English, Mandarin, Cantonese) proficiency
  • Demonstrated experience and success in identifying and implementing constructive change to increase productivity, reduce cost and improve service
  • Relationship management skills, Transaction Banking experience an advantage
14

Client Service Consultant Resume Examples & Samples

  • Engages problem solving skills to ensure the match between customer’s core needs and UMR,identifies negative service trends and escalates/communicates as appropriate
  • Provides support to implementation and renewal processes as necessary
  • Assist assigned SAEs in the updating of internal databases, report requests, maintaining file records,reviewing and tracking customer documents, accepting and responding to calls when Strategic Account Executives are unavailable, and other issues as necessary
  • Serves as information resource to customers, sales support, marketing, account management leadership and management regarding account activity and ongoing operations
  • Responds effectively and professionally to customer and broker needs or requests by providing information, service, or by referring customers to appropriate staff
  • Ability to develop and maintain positive working relationships both internally and externally
  • Team focus by providing support to other CSC’s as backup when required
  • Ability to deliver “speak-to” strategic bi-annual reports with recommendations to broker and customer developed in conjunction with an SAE mentor or Director
  • Participates in Health Plan meetings, as requested by Director, providing Operational/Process/Procedure updates
  • Direct handling and support of assigned customers with non-medical benefit plans, ie flex or denta lonly, as well as small (<300 lives) medical customer/s as deemed appropriate by Director
  • Attendance at open enrollment or benefit fairs as required by Director to support current customers and SAE assigned customers as needed
15

Client Service Consultant Resume Examples & Samples

  • Serves as a subject matter expert on benefits for NBM’s and CM’s
  • Maintains knowledge and expertise in all products (benefits and general funding knowledge), programs, services and enrollment activity
  • Handles escalation of service issues internally, using appropriate escalation guidelines
  • Provides support for resolution of complex service issues requiring Sales involvement
  • Provides out of office service support for SM, DCM, NBM’s, and CM’s on complex or escalated service issues requiring Sales involvement
  • Leads “Service project work” required in the local market to proactively identify service issue trends and internal procedures that adversely affect customer satisfaction
  • Bachelor’s degree highly preferred
  • Proficient knowledge (min 3-5 years) in health care / managed care business; to include many or all of the following: product knowledge, sales practices, account management and knowledge of administrative operations
  • Knowledge of Cigna Select funding options, benefits structure, and platforms are preferred
  • Ability to manage through systems and influence both external clients/brokers and internal matrix partners
  • Ability to make quality decisions
  • Displays empathy & compassion
  • 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 both external clients/brokers and matrix partners in the organization; ability to leverage matrix resources to drive deliverables
  • Ability to obtain necessary licenses
16

Client Service Consultant Resume Examples & Samples

  • Responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives, acts as a liaison between the client and internal MetLife teams
  • Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations, leads client account audits and strategic planning process and partners with financial team in completion of client reports
  • Comprehends competitors’ products, industry trends and legal developments impacting business
  • High school diploma or equivalent required; Bachelor’s Degree preferred
  • 5-7 years of experience in a customer service related field
  • Ability to work autonomously, effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
17

Client Service Consultant Resume Examples & Samples

  • Provides exceptional customer service to ongoing customer delivery and client satisfaction
  • Performs other duties as assigned or required. Performs other duties as assigned or required
  • 2+ years of related work experience
18

Client Service Consultant Resume Examples & Samples

  • Responsible for providing exceptional customer service via ongoing client account administration to ensure complete client satisfaction
  • Serves as a team leader in support of the Manager and as a subject matter expert for the Customer Unit
  • Leads discussion on complex policy/certificate issues with customer
  • Independently leads cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness
  • Advanced knowledge of MetLife’s group products, services and systems and ability to strategically analyze the interaction of these products, services and systems
  • Ability to balance client expectations with MetLife capabilities and understand the impact both administratively and financially
  • Proficient with Microsoft Office software. Advanced knowledge of MetLife’s group products, services and systems and ability to strategically analyze the interaction of these products, services and systems
  • Bachelor’s Degree or equivalent business experience
  • 7-10 years of “Account Management” experience
19

Client Service Consultant Resume Examples & Samples

  • Educate clients about industry trends and our institutional software, focusing on data, functionality, and features
  • Be evaluated on your success in converting product trials, promoting product usage, and maximizing client retention by helping companies integrate these products with their workflows
  • Provide product enhancement ideas to our development team
  • Interact with Morningstar’s data operations group, product managers, and internal service consultants to resolve client issues in a timely manner
  • Contribute to market research, marketing and promotional events, and other projects as needed
20

Client Service Consultant Resume Examples & Samples

  • Firm knowledge of MetLife’s group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems
  • Engaged in the process for the implementation of new clients and addition of MetLife product line to existing clients
  • Serves as a key resource and may serve as a subject matter expert to peers
  • Work as part of cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness
  • College Diploma required
21

Senior Client Service Consultant Resume Examples & Samples

  • Support company processes in client service
  • Attract new clients
  • Preparing research proposals
  • Working with big data bases
  • Reading big data and preparation of presentation with summary and recommendation for improving performance of clients business
  • Present and explain data to clients
  • Responsible for quality and terms for reports delivery
  • Lead educations
  • Quality oriented
  • Communication and organizational skills
  • Ability to meet strict deadlines and manage work-related challenges
22

Client Service Consultant Resume Examples & Samples

  • Serve as the primary contact between the business unit and its complex customers for training and functional technology troubleshooting needs
  • Provide support assistance regarding new client implementation
  • Ability to work in our Minneapolis, Minnesota office location
23

Client Service Consultant Resume Examples & Samples

  • Customer Service - Ability to relate and empathise with customers
  • Sales skills - The ability to match customer needs to E*TRADE products and refer to relevant areas of the bank
  • 2 opportunities available; the roster will be discussed as you move along the next steps of the process
24

Client Service Consultant Resume Examples & Samples

  • Sales skills – The ability to match customer needs to ANZ Share Investing products and refer to relevant areas of the bank
  • Understand when to provide alternative solutions to meet customer needs
  • Maintain the reputation of the bank and act as an advocate
  • Understand when to escalate customer issue
25

Client Service Consultant, Alternative Assets Resume Examples & Samples

  • Independently work with Product, Sales and other partners to continue the development of the Alternative Asset custody product offering. Represent the department when meeting with new clients and prospects. Lead in-depth functional discussions to articulate the process
  • Support activities and responsibilities that are large in scope, cross-functional and technically difficult
  • As subject area expert, work closely with new business opportunities. Provide consultative oversight and expert advice to new clients on operational capabilities. Provide thought leadership on difficult requests and closely manage client expectations to ensure service levels are attainable. Create presentation material and other documents to share with clients, prospects and partners
  • Strong communication skills required, both verbal and written, to participate and /or lead business presentations, with a penchant for creative thinking and the ability to adapt to stressful situations
  • Cultivate and maintain working relationships with client servicing, product, and various operations areas to meet and exceed client expectations
  • Assist client, partners, and staff with complex problem resolution. Consult on effective ways to meet client needs or appropriate method to be used for resolution of an error
  • Possess and display the ability to adapt to an ever-changing and fast paced environment
  • Develop periodic goals, set short-term priorities, monitor all activities, and ensure timely and accurate completion of the work
  • Significant experience in financial industry operations environment and/or relevant in-depth background in alternative asset processing/servicing
  • The ability to work inclusively in a team environment as well as an individual contributor, exhibiting initiative and flexibility to meet client expectations
  • Excellent verbal/written communication skills are required to effectively interact with clients and partners
  • Proven ability to persuade and influence at all levels
  • Ability to work effectively to multiple competing deadlines
26

Client Service Consultant Resume Examples & Samples

  • Leads and coordinates implementation of new clients and the addition of MetLife product lines to existing clients. Participates in initial strategy meetings, establishes specific processes and reports, reviews contract documents, completes broker agreements, creates process manuals and inputs and ensures accurate installation of data in MetLife systems
  • BS/BA degree preferred and 3-5 years of experience preferred
  • Ability to work autonomously, effectively handle multiple tasks, prioritize deadlines appropriately and manage time efficiently in order to meet client deadlines
  • Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness. Ability to balance client expectations with MetLife capabilities
27

Client Service Consultant Resume Examples & Samples

  • Overall accountability for the day-to-day administration of multiple Regional Accounts clients, including: responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives, acts as a liaison between the client and internal MetLife teams
  • Collaborates and acts as a liaison with client's Third Party Administrator to assist with problem resolution and trouble shooting. Provides exceptional customer service to ongoing customer delivery and client satisfaction
  • Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations. Participates in client account audits and strategic planning process
  • BS/BA degree and 3-5 years of experience
  • Effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
28

Direct Client Service Consultant Resume Examples & Samples

  • Accountable for overall client satisfaction and renewal/retention
  • Gain a deep understanding of your client&#96;s business and provide applicable best practices
  • Demonstrate superior product knowledge and consultative account management skills
  • Analyze both usage statistics and client feedback to proactively promote product value
  • Ensure quality data conversions through timely updates and project management
  • Provide valuable feedback and insight to the product team
  • Develop account strategies with sales directors and identify new user groups and business opportunities, which will help Morningstar meet and exceed revenue goals
29

Client Service Consultant Resume Examples & Samples

  • Relevant Experience or Degree in: Bachelor's degree or the equivalent of training and experience
  • Includes consulting with clients to meet business needs
  • Microsoft Office to include writing macros in Excel
  • Typically Minimum 6 Years Relevant Exp
  • In the credit card industry
  • Consultancy skills in areas including TS2 and value added products
  • Ability to consultant on fraud and risk products with customers and internal stakeholders in using the platform. The role will involve interacting with clients, either providing at desk consultancy or running client workshops. Capability to extract and analyse large data sets and deliver meaningful management information summary for senior stakeholders
  • Supervision - Acts independently to determine methods and procedures on new or special assignments. May supervise the activities of others
  • Problem Solving - Ability to solve problems using experience and good judgment
  • Effective Communication - Demonstrated effective written and oral communication skills
  • Technical Aptitude - Ability to understand and communicate technical changes in easy to understand business terms
30

Client Service Consultant Resume Examples & Samples

  • Undergo product training, maintain up-to-date knowledge and evolve alongside the HR Solutions
  • Communicate with the Principal Consultant / customer contacts to understand in-depth technical aspects of the customers requirements
  • Ensure that the implemented functionality is thoroughly tested and delivered on time
  • Provide technically accurate and sustainable resolutions to client reported problems and document these for future reference
  • Provide sustainable solutions within the scope of the HR solutions to satisfy the customer requirements
  • Develop and maintain excellent relationships based on trust and credibility with all our customers
  • Help in continuously improving the support service to maintain a high level of customer satisfaction
  • Work with implementation and product development teams around the globe to identify and report defects
  • Maintain and contribute to the knowledge base library
  • Work closely with the team and support in training and assessing new recruits
  • Adhere to ADP standards, policies and methodologies in all areas of business
  • Giving advice to clients to optimize their use of the product
  • Adjust set up of the product when requested
  • Ability to influence and guide clients to ADP best practice and standard solution adoption
  • #1 Most Admired Company in Financial Data Services (Fortune 2013)
  • Top 100 Most Innovative Company (Forbes 2013)
  • #6 Best Company for Leaders (Chief Executive 2012)
  • #7 InformationWeek 500 (2011)
  • Top 100 Best Companies to work in IT (Computer World 2013)
31

Client Service Consultant Resume Examples & Samples

  • Project leader for the implementation of new clients and addition of MetLife product line to existing clients
  • General understanding of U.S. economy and employee benefits industry preferred
  • Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems preferred
32

Client Service Consultant Resume Examples & Samples

  • Partner and work in a dyad manner with a Key Account Manager and/or Account Manager on large or key accounts to provide reporting analysis, problem solving and service that aligns with the strategic business plan and overall account management work
  • Retain and grow assigned accounts on a profitable basis
  • Partner to coordinate benefits and trend management strategies with other departments
  • Responsible for: financial and claim analysis of employer reports; ongoing renewal; performance guarantees; contracts; onsite client meetings; presentations as needed; and additional amendments or agreements as needed depending on solutions purchased
  • Develop and maintain relationships with lead consultants on accounts
  • Develop and maintain relationships with key decision makers and benefits personal on assigned accounts
  • A bachelor’s degree and sales/account management experience in the health care industry
  • Minnesota insurance license within 3 months of hire
  • Demonstrated group presentation, negotiation and problem solving skills
  • Ability to manage multiple project assignments
  • Ability to work effectively at all levels within an organization
  • Demonstrated capacity for working in a fast paced setting
  • Proficiency with computer software and contact tracking programs
  • Project management skills in a team based environment
  • Current, valid, unrestricted Driver’s License (in the state of residence) free of major traffic violations or a pattern of repeated violations for the last 3 years and daily access to a relatable, insured vehicle
  • Execution of a non-competition agreement upon hire
  • Strong business background, advanced courses in business, marketing or finance
  • Previous Health care experience
  • Prior experience in a team environment
  • Knowledge of basic insurance underwriting principles
33

Treasury Management Client Service Consultant Resume Examples & Samples

  • Business Internet Banking
  • ACH and Wire Origination
  • ACH and Check Positive Pay
  • Remote capture
  • Lockbox
  • Vault Services
  • Bill payment, sweeps, account analysis, and account recon
  • Work within a treasury call queue bringing resolution to client product and service issues
  • Utilize client issue & inquiry tracking system
  • Work closely with clients and prospects on a consultative basis
  • Identify opportunities to improve overall delivery of the Bank’s treasury management services
  • 3-5 years in banking, specifically relating to Treasury Management products and services
  • Knowledge of Microsoft Office (Word, Excel Outlook and PowerPoint) is required
  • Knowledge of the FIS / Metavante data processing system preferred
  • Strong organizational and time management skills including ability to prioritize client requests
  • Transportation required for in-person meetings
34

Client Service Consultant Resume Examples & Samples

  • Partners with Service Operations or other matrix partners to drive resolution of issues and to proactively identify process improvements and increased efficiency
  • Proactively educates and provides recommendations to sales to avoid future service issues (for example, identifies a trend with certain Rx formulary issues due to product change that is not being communicated by Sales.)
  • May conduct training on Client Resource Portal for high-touch clients or clients with complex structure set-up
  • Training done onsite/in person or by phone
  • Training is on eligibility and billing system for Facets clients to ensure proper procedures are followed
  • Takes the lead to have ex gratia payments processed (for self-funded clients)
  • Provides back-up assistance in reviewing completed benefit summaries and SBC’s
  • Provides back-up assistance in building new benefit summaries and SBC’s
  • May mentor and/or provide guidance and expertise to more junior team members. Also, may provide guidance to Sales Support Consultants on less complex service issues
  • Coordinate with client manager to ensure client needs are met and potential problems are averted. Keeps client manager informed of account status
  • Participates in role-related work groups, special projects, and sharing of best practices
  • May be responsible for providing client support in the areas of benefit education and open enrollment meetings
  • Health/Life license preferred