Client Service Representative Resume Samples

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AS
A Schiller
Adela
Schiller
67123 Geovany Parks
San Francisco
CA
+1 (555) 539 3065
67123 Geovany Parks
San Francisco
CA
Phone
p +1 (555) 539 3065
Experience Experience
10/2015 present
New York, NY
Senior Client Service Representative
New York, NY
Senior Client Service Representative
10/2015 present
New York, NY
Senior Client Service Representative
10/2015 present
  • Informs Manager of site or work difficulties, special project requests from facility, and fluctuating volume in daily workload. 
  • Provide feedback to management concerning possible problems or areas of improvement
  • To contribute to the evaluation of solutions, resources and costs of dedicated or bundled service management proposals when requested by management
  • Support SGS territory management about SM revenue management
  • May manage daily operational activities and supervise day to day work of client service representatives
  • Provide service reports to customers and line management
  • Proactively monitor SITA customer services, identify improvement and risk areas and own the various service improvement plans
08/2008 08/2015
New York, NY
Cib-client Service Representative
New York, NY
Cib-client Service Representative
08/2008 08/2015
New York, NY
Cib-client Service Representative
08/2008 08/2015
  • Developing team goals and strategies as well as managing team performance against service level objectives
  • Flexibility to support adjustments to work schedule
  • Identify training opportunities and provide career coaching to ensure employee development and progression
  • Publish MIS/Performance score-cards to senior management on a weekly and/or monthly basis
  • Foster partnership and teamwork within other Global Client Access teams, Sales and Service, and Product Management personnel
  • Identify opportunities for product development and enhancement, and process improvements
  • Prepare and submit data for senior management reporting and performance evaluation
01/2004 03/2008
Phoenix, AZ
Client Service Representative
Phoenix, AZ
Client Service Representative
01/2004 03/2008
Phoenix, AZ
Client Service Representative
01/2004 03/2008
  • Develop and execute new approaches/procedures to effect continual improvements in the efficiency and effectiveness of the department and services performed
  • Informs Manager of site or work difficulties, special project requests from facility, and fluctuating volume in daily workload
  • Work with production team to provide added-value elements to clients, and show proof of performance once elements air
  • Use provided information to create scope of work sections for inclusion in Letters of Payment Authorization (LOPAs)
  • Contracts providers to obtain missing information and record findings in the Provider Database Management System
  • Create a connection and develop rapport with customers to provide outstanding, personalized service
  • Assists with process improvement by contributing ideas to improve team efficiency
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Kentucky
Bachelor’s Degree in Accounting
Skills Skills
  • Strong customer service skills (ability to build rapport, demonstrate empathy and outline key steps in delivering good customer service)
  • Demonstrated ability to provide positive results with professionalism and a strong focus on client satisfaction
  • Demonstrated ability to provide positive results, professionalism, and a strong focus on Client Satisfaction
  • Strong analytical skills and ability to interpret complex data and distil into useful and actionable information
  • Strong computer skills and ability to learn new systems quickly
  • Strong attention to detail and ability to handle shifting priorities while meeting deadlines
  • Knowledge of Advisory, Central Asset, Individual Investor, Retirement Plans, Margin, Institutional or Customer Accounting is highly recommended
  • Strong attention to detail
  • Ability to tackle tasks in a proactive and independent manner and with a strong sense of responsibility
  • Knowledge of German language desirable
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15 Client Service Representative resume templates

1

Cib-client Service Representative Resume Examples & Samples

  • Research and respond queriesreceived from Clients within time-frames defined in respective Global service directories. Follow through with respective internal teams on exceptions
  • Track all queries received via CSX
  • Analyze query trends and engage product service groups in grass-roots discussions to mitigate such issues at a basic level. Also drive process improvement initiatives with these groups to ensure flawless delivery to Clients
  • Participate in various department and team projects to exceed Client expectations
  • Publish MIS/Performance score-cards to senior management on a weekly and/or monthly basis
  • Graduates (BCOM/BMS) with Nil to3 years of experience
  • Knowledge on Capital Markets and Custody Operation will bean added advantage
  • Excellent Organization and Time management skills. Should exercise good judgment in prioritizing client deliverables
  • Has to be extremely client-focused and result-oriented in approach
  • Should be a quick learner and should possess excellent analytical skills
  • Effective communication, negotiation & conflict handling is mandatory
  • Should understand the big picture and think out of the box to resolve client problems
2

Client Service Representative Resume Examples & Samples

  • Bachelor degree or equivalent education/work experience
  • Proficient Portuguese or Spanish Language skills (Verbal, Written and Reading) preferred
  • Schedule during training will be either M-F from 0830-1730 or 0900-1800
  • Schedule after training will be between M-F 0800-1800 to 1100-2000 with occasional overtime and holidays required
3

Client Service Representative Resume Examples & Samples

  • Apply professional hospitality standards and ability to support Private Banking team in maintaining best practices for client communication which include e-mail, phone or in person interaction with clients
  • Apply a continuous-improvement approach to achieving superior Black Card client experience
  • Respect the relationship and channel preferences of clients while informing them of their options and the benefits
  • Demonstrate commitment to take ownership of client problems at first point of contact ensuring the escalation process is followed as per the Client Problem Resolution process
  • Provide superior responsive execution and delivery of client transactions in a timely and efficient manner
  • Reception - answering phones and greeting clients
  • Ensure skills/knowledge/accreditations are up-to-date and meet position requirements including an ongoing commitment to executing the activities established on personal development plan
  • Proven communication (written and oral) skills in English and in French
  • Foster teamwork, exhibits a professional approach to all situations to create a positive working environment
  • Demonstrate commitment to colleague care and team work by coaching, mentoring and assisting colleagues in meeting the needs of all clients
4

Client Service Representative Trainee, Granby Resume Examples & Samples

  • Respond to client-initiated contacts, delivering fast and efficient service, assisting with financial transactions such as deposits, withdrawals, cheque cashing/ordering, bill payments, money orders and transfers, and foreign currency exchanges
  • Resolve problems at first point of contact where possible and refer to more complex situations to senior officers
  • A minimum of one year of client service; preferably 2-3 years in one position
  • Industry experience in financial services, retail, hospitality, travel etc
  • Client service orientation, driven to help clients meet needs or resolve problems
  • Strong inclination to listen first, respond second; ensure client needs are accurately understood and an appropriate response provided
5

Counterparty Client Service Representative Resume Examples & Samples

  • Service CFG Client / Counterparties through taking orders and answering daily inquiries regarding portfolios, pending orders, loans, due diligence requests, website reporting, and deal amendments
  • Ongoing assessment of portfolio composition to ensure that client / counterparty baskets are in compliance with CFG’s position concentration policies
  • Facilitate communication between all internal groups of CFG, particularly due diligence, documentation and trading/bookrunning
  • Coordinate and review Audit and other requests from Clients / Counterparties
  • Work on projects related to client / counterparty servicing that arise from time to time
  • Proactively identify operational risks/ control deficiencies in the business
  • Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis
  • B.S. / B.A. in marketing, finance, economics, and/or equivalent experience
  • 1-2 year experience in a capital markets business with hedge fund and/or client contact
  • FINRA Series 7 and 63
  • Solid math skills
  • Solid familiarity with computer applications including MS Word and Excel
  • Substantial attention to detail
  • LI-DF2
6

Client Service Representative Resume Examples & Samples

  • Gather and document necessary information from our business partners on open ticket items
  • Provide overall issue management including end to end experience and escalation
  • Communicate effectively and professionally with a wide range of clients, users and co-workers
  • Provide a high level of intuitive problem analysis
  • Minimum 1 year banking experience
  • Minimum of 1 year experience in a customer service environment
  • Ability to make quick, accurate and appropriate decisions
  • Bilingual Spanish preferred
  • Experience with financial or legal documentation, a plus
7

Commodities Operations Incoming Client Service Representative Resume Examples & Samples

  • Ability to communicate to a wide and varied audience
  • Strong numerical and analytical background
  • Ability to deal with stressful situations and high volume
  • Understands the risk inherent to Operational process
  • Excellent team player
  • Past Client Support Role experience
  • Strong ISDA understanding
  • In-depth Commodities knowledge
8

Client Service Representative, Entertainment Resume Examples & Samples

  • Input of all inventory adds, deletes, and moves per P&I, and/or client direction (with appropriate approval)
  • Maintain schedule changes, both internal and external, including follow-up with agencies
  • ADU scheduling
  • MSA post analysis
  • Collaborate with sales teams in weekly meetings and though maintenance of account status reports
  • Proficient use of WINSALES/PLAN-IT and GABRIEL systems to manage deals
  • Support and enhance agency relationships by monitoring requests and ensuring commercial spots are booked according to guidelines
  • Monitor BOB and unit exception reports to ensure all contracted dollars are booked and all unschedulable units are placed
  • Work with P&I to flight deals, distribute weekly weights, maintain CPM guidelines, manage the effect of program changes on schedules
  • 1-3 years experience in sales, advertising and/or media industry
  • Must have strong verbal and written communication skills
  • Must have flawless attention to detail
9

Client Service Representative Resume Examples & Samples

  • Invoice Clearance
  • Flight Changes
  • Work closely with billing and A/R teams to reconcile and clear invoices in a timely manner, monitor accounts receivable, and issue invoice adjustments BASIC QUALIFICATIONS
  • Proven ability to work in a fast moving environmentStrong analytical skills
10

Client Service Representative Resume Examples & Samples

  • Pull Newspaper Tears and other proof of run as needed (Blue, Redeye, Triblocal
  • Assemble weekly manufacturer billing packets
  • Search for prospects
  • Research Co-Op plans through Adbuilder
  • Update multi-market spreadsheets
  • Audit invoices with tears
  • Update Active and Prospect account spreadsheets
  • Accrual Research
  • Get all signed authorizations from retailers
  • Call manufacturer’s for accrual funds/updated plan information
  • Research suitable Trade shows in Chicagoland area
  • Contact manufacturing regional sales reps for approvals and authorizations
  • Responsible for account setup, placing and verifying client reservations, position requests and orders through Ad Res, Adit and MarketBuilder systems
  • Review client insertion orders for accuracy, resolve IO discrepancies and notify sales team
  • Assist Sales team in resolving credit locks, submit check forms/credit card data for CWO accounts and track credit applications
  • Work directly with the advertiser and Creative department to supply timely proof/release of ad creative, Ad Upload for camera ready artwork and client communication
  • Handle advertiser inquiry calls while sales team is out of the office, as well as preproduction communication such as missing material, insert issues, etc
  • Gather distribution information from partner newspapers across the country
  • Create newspaper IOs
  • Co-op Fund verification
  • Timely Online screenshots for proof of publication
  • Invoice tracking
  • Access Database Newspaper administration
  • Co-op Claim processing
  • Assist Advertising Process and Project Manager as needed
  • Participate in the development of new policies and procedures related to increased quality and productivity, as well as, work environment
  • Assist in the mentoring and training of fellow employee’s
  • Cooperate in accomplishing all division goals as directed by Manager
  • Meet or exceed individual productivity goals as set by the department
  • 4 year College Degree
  • Strong analytical, communications, and interpersonal skills a must
  • Candidate must be highly motivated, organized and have the ability to multi-task in a face-paced environment with a high level of accuracy
  • Advertising knowledge preferred
  • Requires a high proficiency with standard office technology, including Microsoft products, and the ability to learn new and proprietary internal systems
  • Must be able to type a minimum of 35 wpm
  • Must be able to work with video display terminal for long periods of time
  • Occasional overtime required with Manager approval
11

Client Service Representative Resume Examples & Samples

  • Handle incoming client and branch office calls utilizingprofessional telephone and problem solving skills
  • AssistingGWIM clients with brokerage and/or banking claim inquires, initiation, andupdates
  • Minimize fraud and financial loss by blockingand reissuing client material ( i.e.cards, checks)
  • Consistentlyachieve minimal or beyond expectations for performance metrics and qualitystandards
12

Client Service Representative Resume Examples & Samples

  • The successful candidate will be responsible for business deposits, withdrawals and bill payments. They will process night deposits, order, ship and prepare Canadian cash for customer pick-up, order and ship foreign exchange currency and process customer service representative chute bags
  • This person will also be responsible for answering incoming calls and resolving business account inquiries, balancing cash daily and following established procedures if out of balance and uncovering customer’s personal or business needs and referring them to the appropriate staff members (refer credit requests, investments, new accounts etc.)
  • A responsive first point of contact role focused on providing professional and attentive service to clients by accurately completing immediate core business banking needs (simple & complex)
  • Responsible for efficient management of unit controls
  • Strong organizational skills, attention to detail
  • Have a working knowledge of service platform and compass systems
  • A comprehensive background within the financial industry
  • Proven ability to respond calmly and constructively when dealing with irate clients or when working in a stressful situation
  • Industry experience in financial services, retail, hospitality etc
  • Exceptional customer service skills and the ability to discover and meet the client’s needs
  • A minimum of one year of client service preferably 2-3 years in one position
  • Experience handling cash as well as experienceworking in a sales environment
  • Strong computer skills will also help in working routines
13

Client Service Representative Resume Examples & Samples

  • Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.)
  • Orders reports for portfolio managers or clients as requested
  • Communicates with clients and portfolio managers on client requests. (Ensures that portfolio managers follow-up with client requests)
  • Interacts with partners, primarily administratively, on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio
  • Follows-up with client on inquiries via the telephone or written correspondence
  • Processes client cash transfer requests. Determines if funds are available in the
  • Reviews and analyzes fee worksheets to ensure that fees are calculated appropriately
  • 2-3 years' experience in financial and/or client servicing experience preferred
14

Commercial Client Service Representative Resume Examples & Samples

  • Subject Matter Expert for the end to end fulfillment of client requests (200 ), having a clear Client First focus and continuous improvement mindset to support business strategies
  • (When proficient), expected attainment of 85% First Point of Contact Resolution in a multi-channel environment (telephone and email)
  • Proactive identification of opportunities for clients to leverage self-serve applications and lead generations for Associate Account Managers (AAMs) and Commercial Account Managers (CAMs)
  • Supports and builds relationships, collaborates clients, sales and service partners and/or third party vendors as required
  • Accountable at 100% as the Single Point of Contact (SPOC) for ongoing monitoring, control of day to day service and related fulfillment/servicing activities for 1000 Single Name clients/FTE (Single Name defined as the parent company including any subsidiaries) resulting in efficiencies as it pertains to client touch points
  • Anticipate and proactively identify process improvements, innovation opportunities and best practices based on an understanding of the full impact of end to end business processes on the client experience
  • Responsible for driving cost efficiencies and maintaining annual cost increases below 2.0%
  • Deliver ‘simpler, faster, better’ through the demonstration and adoption of the advantages of client ‘self serve’ where appropriate
  • Exercises sound judgement in making routine decisions with timely escalations to the appropriate levels in order to achieve best in class service to clients and minimize any operational or reputational risks
  • JOB SPECIFICATIONS
  • Secondary School diploma and 2 years of applicable (Associate Account Manager, Advice Centre – BBSSG)experience
  • Knowledge of and aptitude to learn RBC Banking products (i.e. RBC Express, deposit account services, VISA) and related processes and technical systems (i.e. Synergy, Sales Platform, DDA, IRIS, CART)
  • Good knowledge of Microsoft Word, Excel and Outlook
  • Strong natural aptitude of multi-tasking capabilities in a fast paced, dynamic client centric environment
  • Preferred
  • 80% client servicing (inclusive of problem management, escalation management and offer of client advice)
  • 10% SME support to field, team members and head office initiatives
  • 5% internal process innovation
  • 5% personal development
15

Client Service Representative Resume Examples & Samples

  • Knowledge of retirement and retail accounts and related products
  • Basic understanding of IRS retirement regulations
  • Necessary research to resolve client inquiries
  • Thorough understanding of ASAP entry & routing, LOA requirements and approval process
  • Use of professional telephone skills
  • Accurate and timely execution of verbal/written client requests Associate is accountable for providing quality customer service support within their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls or emails utilizing professional oral, written and problem solving skills. Accountabilities include but are not limited to providing account balances and activity, deposit rates, checking information, internal systems assistance, explaining and processing transactions. Recommend some previous experience in the customer service field but not required. Elevated service issues handled by experienced associates or above. BA degree preferred.Qualifications
16

Client Service Representative Resume Examples & Samples

  • Proficiency in Retirement IRS guidelines &regulations and how they pertain to Merrill Lynch
  • Articulate Retirement operational procedures andrequired documents to branch office
  • Describe product features and provide “how to”support
  • Perform account maintenance functions on theclient's retirement accounts
  • Statement & Tax correspondence (1099R/5498)interpretation and resolution of statement related problems
  • Navigate branch office through the ASAP system tofulfill client needs
17

Client Service Representative Resume Examples & Samples

  • Proficiency in Retirement IRS guidelines & regulations and how they pertain to Merrill Lynch
  • Articulate Retirement operational procedures and required documents to branch office
  • Statement & Tax correspondence (1099R/5498) interpretation and resolution of statement related problems
  • Navigate branch office through the ASAP system to fulfill client needs
18

Client Service Representative Resume Examples & Samples

  • Strong computer and keyboard skills
  • Ability to manage issues through to resolution
  • Ability to work closely with business partners across sites
  • Demonstrate both communication and interpersonal skills
  • Demonstrate positive attitude
  • Ability to function in a fast-paced environment while maintaining composure and sound business judgment
  • Candidate should have experience in customer service and be able to work in a team environment
  • Knowledge of branch office operations is a plus
  • Knowledge of Advisory, Central Asset, Individual Investor, Retirement Plans, Margin, Institutional or Customer Accounting is highly recommended
  • Experience in Centralized Services Edge and Advisory is preferred
19

Client Service Representative Resume Examples & Samples

  • Outstanding phone skills
  • Quick learner
  • Positive attitude and commitment to client and quality focus
20

Client Service Representative Resume Examples & Samples

  • Handle incoming Wealth Management client calls utilizing professional telephoneand problem solving skills
  • Provide credit card account information, including but not limited accountbalances and interest rates, checking and Visa activity
  • Support MyMerrill/OLB navigation and functionality
  • Explain content, format and activity on monthly and quarterly statement. Assistclient with reconciliations of monthly activity and re-order duplicatestatement copies
  • Consistently achieve minimal or beyond expectations for performance metrics andquality standards
  • Professional Demeanor: Demonstrating patience, composure, and clientservice attitude
  • Service Adeptness: Comprehend and empathize with client needs, devotetime and effort to satisfy the client’s requests
  • Problem Solving and Decision Making Skills: Use good research andproblem solving skills; know where to go to resolve problems
  • Initiative: Demonstrate a “self-starter” behavior and a willingness tohelp others
21

Client Service Representative Resume Examples & Samples

  • Electronically order client print and digital advertising programs/schedules as directed by sales personnel. Following layout instructions, electronically submit ad design and art elements to the advertising design center. Seek clarification when needed by communicating with sales personnel and clients
  • Work successfully in a fast-paced office environment
  • Resolve problems quickly with creative solutions
22

Senior Client Service Representative Resume Examples & Samples

  • High School Diploma and at least three years of investment industry experience required
  • Bachelor’s Degree in Business, Accounting or Finance preferred
  • Good presentation skills and ability to interact with all business partners and management
  • Able to work with end users to identify potential issues and high risk items
  • Build and maintain good relationships with clients and business partners
  • Good organizational skills and the ability to prioritize own workloads
  • Detailed oriented and good analytical skills
  • Proficiency with Microsoft Office application, GMAX, Onetis and Advent-Axys
  • Can deliver difficult messages to ensure desired result is achieved
  • Will take a lead within process improvements
  • Understands business risks
23

Client Service Representative Resume Examples & Samples

  • Excellentinterpersonal and oral/written communication skills
  • College DegreeRequired
  • Complete 3-5 hrs of Investing in You Training
24

Client Service Representative Resume Examples & Samples

  • Assemble and provide effective packages for all prospective and current clients
  • Understand client needs/specifications to create customized packages
  • Collaborate with and support the Account Executives on all account needs
  • Remain current on all relevant sport issues and events in order to assemble packages
  • Assemble sponsorship recap presentations and assist in coordinating renewal and new business packages
  • Provide exceptional presentations to assist Account Executives in closing account
  • Perceived as knowledgeable on client package needs and account history
  • Establish and maintain outstanding level of communication between departments
  • Build relationships and maintain communication to contribute to yearly growth
  • Participate in lead generation, media monitoring and business development assignments
  • Use resources (i.e. Scarborough, Nielsen) to build sales-oriented and client specific research
  • Assists with administrative duties such as posting, coordinating client events, general sales tools
  • 1-2 years of experience in sales administration required
  • Excellent verbal and written communication skills are necessary
  • Grasp of market conditions, research, competition, rate structure, ratings preferred
  • Must have excellent computer skills, be proficient in Microsoft Suite, Adobe Photoshop is a plus
  • Interest in and general understanding of the sports industry both regionally and nationally
  • Familiar with sales process and the ability to work between departments on design and implementation
25

Client Service Representative Resume Examples & Samples

  • Skills – Office/Excel/Powerpoint/Vision
  • Great attention to detail
  • Excellent awareness of client service and expectations
  • Good operational understanding of securities transaction lifecycle
  • Exceptional drive, excellent interpersonal skills and ability to communicate effectively, both verbally and in writing
  • Ability to manage client expectations
26

Senior Client Service Representative Resume Examples & Samples

  • Serves as a subject matter expert and represents the Team on cross function process or special project deliverables
  • Carries out complex processing requests from clients and partners that may have significant financial and/or business impact
  • Acts in a leadership role for client service representatives and is able to facilitate discussions and reach decisions as a team member of internal working committees
  • May manage daily operational activities and supervise day to day work of client service representatives
  • Responds to partner inquiries by providing the requested information or referring the inquiry to the appropriate area for resolution
  • Acts as the initial contact, with minimal supervision, for complex client or partner inquiries for trust and investment products and services
  • Communicates with partners regarding trust and investment products and services by providing in-depth information
  • Documents and prepares reports for management regarding client and partner calls. Performs quality control reviews, analyzes reports and identifies potential problem situations, trends, and improvement opportunities. Initiates changes to processing as needed
  • Recommends enhancements to unit management, for changes in client account set up, distributions, or services based on inquiries received
  • Keeps abreast of new and existing bank products, services and business applications
  • 3 - 5 years client servicing or related experience
27

Senior Client Service Representative Resume Examples & Samples

  • Addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to CSS Management
  • Maintains a strong knowledge of the various business applications critical to client and account servicing, including clients' on-line tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing
  • Strives to identify service efficiency and delivery enhancements, as well as process improvements, and periodically participating in business unit initiatives related to process, technology, and system enhancements when directed by CSS Management
  • Serves as a mentor to fellow client service representatives, offering guidance, encouragement and direction as needed
28

Client Service Representative Resume Examples & Samples

  • 1) Customer Service
  • 2) Risk Management
  • 3) Administrative Support
  • 4) Team Development
  • Provide quality customer service to all existing and potential clients relating to banking services
  • Promptly assist customers with a wide variety of banking transactions
  • Effectively match customer deposit service needs with a full range of Bank products and services
  • Provide the highest level of courteous, knowledgeable, friendly and professional service to existing and potential customers of all banking groups
  • Conduct all interactions with Bank customers in a professional, knowledgeable, courteous and efficient manner in accordance with National Service Standards
  • Identify customer needs and match with appropriate products or services using relationship selling techniques, including making qualified referrals to other team members within and across the lines of business
  • Responsible for receiving customer inquiries/concerns/complaints and ensuring service recovery procedures are adhered to
  • Ensure security and safeguarding procedures are being followed for the prevention of loss due to robbery, fraud, counterfeiting, money laundering or defalcation in accordance with bank policy
  • Administrative Support
  • Operate and balance cash according to performance standards
  • Process financial and non-financial transactions and requests in accordance with policies and procedures to support customer service administrative requirements
  • Act as joint custodian where required, ensuring adherence to controls and audits.(ie cash, engraved forms and negotiable securities)
  • Team Effectiveness
  • Assist PBO as necessary
  • Undergraduate degree, college certificate or equivalent job-related experience
  • Learning for Success completed to appropriate level
  • RISR Preferred (Minimum IFIC completed; CSC preferred)
  • Working knowledge of personal (primarily) and commercial credit and non-credit products
  • Good knowledge and understanding of banking services
  • Basic knowledge of mutual fund/investment products
  • In-depth knowledge of Private Banking Products/Services
  • Working exposure to Products/Services and other Banking Groups
  • 2- 3 years banking experience in branch operations
  • A team player that is customer-service focused
  • Very Good communication skills
29

Client Service Representative Resume Examples & Samples

  • At least 1 year of experience required with a financial institution focusing on client service
  • Strong analytical and communication skills
  • Knowledge of banking (credit and deposit) products and services desired
  • Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles
30

Senior Client Service Representative Resume Examples & Samples

  • Must have thorough knowledge of new account procedures and compliance requirements that must be completed in a timely manner
  • Approves and authorizes ATM and debit cards, Northern Lines, cash advances, checks and certificates of deposit. Is fully capable of taking residential loan applications and can act as a knowledgeable liaison for all credit requests to the proper team or individual
  • Documents and prepares reports regarding client calls. Analyzes reports and identifies potential problem situations, trends, and improvement opportunities. Initiates changes to processing as needed
  • Recommends enhancements to unit management, for changes in client account set up, products, or services based on inquiries received
  • Initiates client communication to add value to the relationship
  • Keeps abreast of new and existing bank products and services
31

Am-client Service Representative Resume Examples & Samples

  • Looking for a full time administrative assistant to assist with the following
  • Work on our front desk and be the first contact for our clients and employment candidates when visiting JPMorgan Asset Management
  • Ability to escalate and handle confidential information
  • Assist with Building management such as : (vending, maintenance requests, cleaning, supply, fax machines, copiers, printers, mail, etc.)
  • Coordinate internal/external events and special projects, e.g., events, conferences
  • Become an expert in utilizing Telepresence system, be able to assist managers in setting up meetings using Telepresence
  • Review managers' expense reports, verify expense documentation and submit to accounting for payment
  • Coordinate travel arrangements and prepare itineraries
  • Distribution Lists- All building communication will go out from this person. They will manage the e-mails lists and seating charts for the building
  • Process Check Requests for Marketing and provide additional help on items
  • Filing and office organization
  • Process mailings and shipments
  • Liaison for ordering office supplies
  • Coordinate group coverage, i.e., lunch hours, vacations, training and temporary assistance
  • Assist team with special projects and day-to-day tasks
  • Coordinate travel arrangements (air, hotel accommodations and ground transportation) with travel agency; prepare detailed itineraries and assure accuracy and timely delivery of plans/tickets to travelers
  • Manage the distribution of mail to each employee
  • Complete daily delegated tasks, as assigned; assist with overflow, special projects, events and day-to-day tasks
  • Attitude and Passion for wanting to deliver exceptional customer service
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), MS Outlook, general comfort level with Internet/Intranet usage and ability to learn proprietary software
  • Responsive and reliable
  • Bachelor's Degree preferred but not required
32

Client Service Representative Resume Examples & Samples

  • Create and maintain sales orders, flow charts, contracts while tracking and solving discrepancies
  • Act as a liaison between our internal support departments and external agency contacts by notifying clients on all changes in advertising schedules, availability, and traffic
  • Apply and develop critical thinking process to solve problems and handle challenging requests
  • Responsible for reviewing post analysis reports for accounts while assisting Account Managers and Account Executives in proofing, scheduling, copying, typing and composing proposals, letters, memos, and processing expense reports
  • Provide additional support for the entire sales assistant team when asked
  • Coordinate and facilitate special team projects
33

Client Service Representative Resume Examples & Samples

  • Minimum 1 to 2 years banking experience
  • Experience with financial or legal documentation
  • Strong PC Skills
  • Excellent oral and written communication skills with a clear, distinct voice
  • Proven understanding of telephone etiquette
  • Able to quickly resolve customer problems
  • Able to handle irate customers
34

Cib-prime Services Client Service Representative Associate Boston Resume Examples & Samples

  • Bachelors degree in finance or other quantitative discipline, MBA/MS preferred
  • Energetic self starter, will need to take initiative and operate with autonomy
  • Ability to build strong relationships with clients, through daily interactions and office meetings. Must have strong presentation, persuasive speaking, negotiation, and oral skills
35

Mobile Client Service Representative Resume Examples & Samples

  • Experience in a client service oriented role
  • Some experience working in a sales environment where formal selling thresholds and targets are routine
  • Great communications skills
36

Client Service Representative, Nickelodeon Resume Examples & Samples

  • Upfront and scatter order entry
  • Liability tracking
  • Communicates daily with Commercial Operations to resolve any traffic issues and reconcile discrepancies
  • Work closely with billing and A/R teams to reconcile and clear invoices in a timely manner, monitor accounts receivable, and issue invoice adjustments
  • Must have the ability to prioritize. Must be flexible with hours
37

Client Service Representative Resume Examples & Samples

  • Answer, assume full responsibility and ownership for incoming calls, faxes and emails for assigned client base, and overflow calls of team/department as required
  • Research all client queries to complete resolution, make all changes or additions to company set-up with complete documented follow-up to client with clear, concise, accurate instructions
  • Communicate and coordinate follow-up with other teams and internal departments as necessary
  • Proficiency in handling client and associate inquiries regarding payroll features with limited assistance from Team members, Team Leader
  • Comprehensive knowledge of department procedures and The National Account standards of performance as measured by Quality Survey Scores and Team Skills and their impact on success of the business
  • Coordinate and attend off-site meetings with clients. Perform needs analysis and project plan to address complex issues including customization, training, year end, and trouble shooting. Prepare post trip documentation as appropriate
  • To work effectively with the Implementation Specialists to ensure a seamless transition between implementation and ongoing service
  • To work effectively with the Payroll Account Managers to ensure effective servicing of the on-going needs of the assigned client base
  • Knowledge of ADP work flow preferred
  • Thorough understanding of the payroll processing workflow from input to delivery of the payroll
  • Intermediate understanding of multi-products. Full level understanding of payroll software including import/export features
  • Superior understanding of the use of internal forms, processes and procedures used to initiate requests and service clients' needs
38

Client Service Representative Resume Examples & Samples

  • Answer and assume full responsibility and ownership of incoming client calls, e-mails, or projects, while ensuring complete customer satisfaction
  • Professionally assist clients while simultaneously navigating through various on-line applications
  • Uncover client needs through the use of effective probing techniques, active listening, and communication skills
  • Accurately implement changes to company set-up with attention to detail
  • Provide clear and concise follow-up throughout the duration of a project -Fast-paced, dynamic, and fun environment
  • Balance multiple client commitments against new requests in a fast paced, dynamic, and fun environment
  • Identify, recommend, or refer any issues or opportunities which arise from client queries, to the appropriate internal ADP Team
  • Strong technical skills/savvy with the ability to systematically instruct clients on the use of ADP products and systems
  • Ability to work independently while demonstrating resourcefulness in the use of available tools and support resources
  • Commitment towards continuous improvement and a proactive approach towards personal development
  • 2 years experience in customer service or payroll related role
  • Proficient MS Office and strong key-boarding skills
  • Aptitude with using computerized and/or web-based products/services
39

Client Service Representative With Czech Resume Examples & Samples

  • Follows-up with customers on issues that cannot be resolved immediately,
  • Prepares analysis, reports, certificates for the client's employees
  • Czech language - fluent
40

Client Service Representative Resume Examples & Samples

  • Providing accurate and timely resolution for incoming client calls regarding ADP's payroll system
  • Collaborating with fellow ADP colleagues in a service center environment to answer questions received from an ADP client regarding our Payroll and HR products
  • Researching & resolving issues of varying complexity with things such as W2's, Direct Deposit, Tax Filing, System Navigation, etc.
  • You will investigate, research, analyze and resolve simple to highly complex problems
  • Providing assistance to our clients regarding ADP products to ensure full use and understanding of our products' capabilities and the value our solutions provide to the small business community
  • Responding to various inquiries from new clients with a sense of urgency and in a customer service fashion
  • Developing and maintaining effective ADP/client relationships and work to ensure the client has a meaningful and positive experience when speaking with you, their ADP Service Representative
  • Enthusiastically handles opportunities and is able to adapt to our constantly changing business environment, and can perform related duties as required
  • Must be able to travel for training
  • Bachelor’s Degree required (or in progress)
  • Demonstrated ability to provide positive results with professionalism and a strong focus on client satisfaction
  • Previous experience working with clients in a fast paced, complex, deadline oriented service environment (such as retail, restaurant, banking, etc.) is a plus
  • Strong Mathematical Competency including ability to understand percentages, balances, calculations, etc…
  • Effective time management skills and follow-up required
  • Ability to work under the pressure of time constraints and to prioritize your work-load and commitments
  • Efficient, accurate typing and ten-key proficiency
  • Earning an APA certification is expected during first year once employment begins
  • Payroll knowledge and/or experience highly desirable but not required, as we have a thorough training program for all new hires
  • Proficient computer and typing skills, particularly in MS Outlook, Word, etc
  • Must be able to work flexible hours during peak processing periods, including calendar year-end
41

Client Service Representative Resume Examples & Samples

  • Must be able to travel for training***
  • Bachelor's Degree required
  • Previous experience working with clients in a fast paced, complex, deadline oriented service environment (such as retail, restaurant, banking, etc..) is a plus
  • Strong Mathematical Competency including ability to understand percentages, balances, calculations, etc.
  • Proficient computer and typing skills, particularly in MS Outlook, Word, etc.
42

Client Service Representative Resume Examples & Samples

  • Must be able to travel for training***
  • Bachelor’s Degree required (or in progress) Demonstrated ability to provide positive results with professionalism and a strong focus on client satisfaction
  • Proficient computer and typing skills, particularly in MS Outlook, Word, etc…
43

Client Service Representative Resume Examples & Samples

  • Bilingual preferred (English/Spanish)
  • Bachelor's Degree Required
  • Demonstrated ability to provide positive results, professionalism, and a strong focus on Client Satisfaction
  • Experience in a Client Services capacity with knowledge of payroll and accounting preferred
  • Strong Mathematical Competency including ability to understand percentages, balances, calculations, etc
  • Effective oral and written communications skills required, along with good interpersonal skills
  • Good organizational skills with focus on detail and accuracy
  • Effective time management skills required
  • Ability to work under the pressure of time constraints and to prioritize client issues
  • Ability to multi-task, and work in a fast paced team environment, high call volumes, meet deadlines and prioritize client issues
  • Common office software ability
  • A current APA certification is preferred and/or encouraged to pursue once employment begins
  • Must be able to work flexible hours during peak processing periods, including year-end
44

Prime Finance Middle Office Client Service Representative Summer Intern Resume Examples & Samples

  • To assist Prime Finance Middle Office (PFMO) Client Service representatives in providing support to both the prime finance business and our Prime Brokerage clients
  • The role requires a basic understanding of the financial industry. Basic prime brokerage knowledge is a plus
  • Candidates will learn the basics and assist PFMO client service representatives in their daily tasks
  • Knowledge of Microsoft Office products – specifically Outlook, Word, Excel, and PowerPoint. Microsoft Project is a plus
  • Good oral and written communication skills with an ability to interact effectively at all levels
  • Aptitude for or experience with data analysis on processes, flows, intelligence, metrics and/or reporting
  • Good research and presentation skills
  • Ability to learn processes quickly
45

Client Service Representative Resume Examples & Samples

  • Assemble and provide effective packages for all prospective and current clients. Understand clients’ needs/specifications and individual styles for package content to create customized packages (i.e. rates, times, ratings, demographics, specific availabilities, inventory, etc.)
  • Collaborate with and support the Account Executives on all account needs, style variations, and timelines for client packages
  • Remain current on all relevant sports issues and events in order to assemble packages
  • Provide background and research on client targets and categories
  • Provide outstanding communication with the external clients as well as the Sales Team
  • Participation of Sales presentations and negotiations. Participate in lead generation, cold calls, and business socials
  • Performs some administrative duties such as order entry and maintenance, posting, coordination of client entertainment events, creating and sending out general sales tools
  • Bachelor’s degree preferred. 1-2 years’ experience in sales administration required
  • Good verbal and written communication skills are necessary
  • Understanding of the market conditions, research, competition, rate structure, ratings and cost per point analysis is preferred
  • Must have excellent computer skills, be proficient in Microsoft Suite, and possess strong data entry skills
  • Interest in and general understanding of the sports industry with exposure to both regional and national operations is a plus
  • Familiar with sales promotion processes and the ability to work with marketing departments on design and implementation
46

Client Service Representative With French Resume Examples & Samples

  • Prepares analysis, reports, certificates for the client’s employees,
  • French language – fluent (C1) English language – fluent (B2)
  • Czech language – is not a need, basic is an advantage
47

Wealth Management Client Service Representative Resume Examples & Samples

  • Associate degree, or equivalent work experience
  • Three or more years of administrative support experience in a banking environment
  • Advanced knowledge of departmental operations/policies and bank products/services
  • Excellent interpersonal, verbal and written communication skills
  • Ability to resolve complex problems with minimal guidance
48

Corporate Banking Client Service Representative Resume Examples & Samples

  • Associate's degree, or equivalent work experience
  • Five or more years of experience in financial services/corporate banking industry
  • Corporate Loan support and documentation experience
  • Reviewing attorney prepared documents
  • Financial Accounting and Reporting
  • Multitask orientated
  • Proficient computer skills, especially Microsoft Office applications
  • Experience with department-specific systems
  • Superior knowledge of departmental and bank products and services
  • Supervisory experience - optional
49

Client Service Representative Resume Examples & Samples

  • Maintain strong operational relationships with our clients (mainly banks and financial institutions) and assist in managing Treasury Services' client relationships
  • Bachelors Degree with at least 4 - 5 years banking experience, preferably within client services
  • Knowledge of international payment and trade services will be an advantage
  • Proactive & keen work attitude
  • Incumbent will be required to support clients for our Thailand business. Good command of Thai language, both oral and written, is essential
  • Travelling to Thailand is required
50

Cib-client Service Representative Resume Examples & Samples

  • Proficient Spanish Language skills (verbal, written and reading) required
  • Excellent communication, oral, written, and interpersonal skills
  • Technical proficiency in Windows LAN/PC environments and systems, and in web and browser-based applications and technologies
  • General knowledge of cash management business
  • Strong customer service skills, call center experience
  • Occasional overtime may be needed
51

Client Service Representative Resume Examples & Samples

  • Look for sales opportunities with all clients and refer to appropriate internal officers
  • Adhere to compliance routines in carrying out transactions
  • Friendly, outgoing personality
  • Team player, driven to ensure that the whole RBC team is successful in meeting client needs
  • Relationship building skills
  • Strong organizational skills; the ability to handle cash, compile facts, figures and files in an orderly fashion
  • Retain knowledge about the features and benefits of a wide range of products and services and convey the information to clients
  • Information-seeking skills; the ability to probe, find out more and improve your understanding of a client’s situation or issue
52

Cib-client Service Representative Resume Examples & Samples

  • Field incoming inquiries from the product/segment classified client channels, such as ‘800’-telephone number; fax; email; mail as it relates to Treasury Services related products. Inquiries normally fielded by the Solutions Center staff are
  • Clients unable to apply debit/credit posted to their account; Beneficiary bank unable to apply funds
  • DDA balance/settlement/funding/fee inquiries
  • Setup & Maintenance request
  • Check Processing
  • Relationship management (MCSO only)
  • Adhere to the policy, procedures and standards as governed by ISO, Risk and Compliance standards
  • Ensure the prompt resolution of all customer queries while ensuring the client experience is world class
  • Investigate and resolve generic issues that generate escalated enquiries
  • Assist Relationship Managers with queries on customers’ accounts (e.g. following up on old queries or updates, escalations, etc.)
  • Liaise with Relationship, Product and Operations Managers regarding service issues. Liaise with Implementation and Product/Relationship Managers to ensure new customer set up is correct. This includes the submission of the appropriate job via Deal Manager, APS, Quick Kill. The service representative will own these inquiry types from end to end to ensure timely resolution and notification to the account owner/inquirer
  • Identify clients calling for balances, transactions data and for manual payments in order to offer them the use of Electronic delivery products or VRU, and discuss the benefits with them for self-serve
  • Investigate and inform senior management of potential processes that could reduce exposure. (i.e., formatting issues, inconsistent procedure interpretation among service centers, incorrect processes, etc.)
  • Track all inquiries received into the service center regardless of channel in the case tracking tool SAM
  • Prioritize responsibilities to ensure individual goals and objectives are met as defined in the scorecard
  • Excellent communication skills (verbal and written) with emphasis on banking terminology
  • Demonstrate listening skills and ability to utilize probing questions to accurately assess inquiry or request
  • Ability to work in a fast-paced environment and an adaptability to change
  • Exhibits ability to work effectively in a team environment
  • Proficiency in MS Windows and Office with the ability to work with multiple applications at the same time
53

Client Service Representative Resume Examples & Samples

  • Undertake first contact resolution providing a high level of Client service
  • Ensure timely and effective resolution of questions and queries
  • To support the GSO team in preparation (reports, information, etc) for Client meetings and attend as required
  • To review output/input data and provide recommendations to the business for process improvement
  • Handle multiple workflows while balancing different priorities in a timely and quality-focused manner
  • Maintain a strong knowledge of core systems, processes and reporting across a broad range of portfolios
  • Build and maintain strong internal/external networks/point of contact to support effective query resolution
  • Drive pro-active communication to strengthen GE partnerships
  • Ability to communicate clearly and effectively with both internal and external customers across all levels (verbally and written)
  • Problem solving/decision making skills – ability to decide on best course of action required to solve the problem
  • Ability to multi-task and handle numerous workflows across various priorities
  • Ability to structure and prioritise own work and communicate challenges clearly within a team environment
  • Ability to use various systems (Support Central, GECARS, Client Systems, Outlook, CIM)
  • Influencing skills – ability to project a calming influence when dealing with dissatisfied or anxious internal/external customers
  • Prior experience in a Customer Service role delivering a excellent customer service
  • High level of enthusiasm and commitment to driving 100% customer satisfaction
  • Excellent verbal and written communication skills /ability to communicate at all levels
  • Other than Engligh European languages, Preferred ( Spanish. Italian, German and French)
  • Intermediate knowledge of Excel/Outlook/Support Central
  • Customer centric mind set
  • High level of organisational skills, ability to prioritise and meet deadlines
  • Excellent attention to detail, ability to produce accurate work
  • Initiative to work autonomously
  • Ability to prioritise effectively and challenge/pushback where appropriate
  • Analytical and numerical approach to interpreting data
  • Ability to cope with pressure and deadlines
  • Process mind set - constantly looking for process improvements
54

Client Service Representative Resume Examples & Samples

  • Remain current on all relevant sports issues and events
  • Assist with providing audience research information to support proposals and/or campaigns
  • Secure inventory and help monitor campaign performance while providing outstanding communication with the external clients and ad agencies
  • Coordinate and communicate with internal groups including Sales, Ad Ops, etc., to manage proposed, active and upcoming campaigns
  • Perform administrative duties such as order entry and campaign maintenance, optimizations, posting of campaigns, creating and sending out general sales information, etc
  • Participate in lead generation, sales development and sales presentations as necessary
55

Client Service Representative Resume Examples & Samples

  • Bachelor's degree strongly preferred
  • 2-3 years in digital ad sales administration required
  • National and local/regional experience is a plus
  • Strong verbal and written communication skills are necessary
  • Understanding of media math and site metrics from various research and analytics providers
  • Proficient in Microsoft Suite (Outlook, Powerpoint and Excel), with strong data entry skills
56

Cib Operations Client Service Representative Associate Sydney Resume Examples & Samples

  • Act as the client’s first point of call for all Global Custody related enquiries including trade settlements, cash payments, income/corporate actions and overdrafts
  • Intraday credit support for sameday payment activity, reconciliations and reporting
  • Prioritisation of intra-day enquires based on deadlines, risk and volume then tracking all enquires through to resolution
  • Internal representation on global and local projects, business and regulatory changes
  • Proactive client engagement including service reviews and conducting client meetings
57

Cib Operations F&o Derivative Margin Client Service Representative Analyst Delaware Resume Examples & Samples

  • Preparation of daily consolidated statements and reporting encompassing OTC derivative settlements, cleared and non-cleared derivatives collateral and futures and options activity/obligations
  • Provide accuracy and transparency to the client in the margin call process by monitoring and analyzing statements and interpreting and complying with the legal agreement
  • Contacting external clients (and possibly internal clients) to agree on collateral/margin movements across multiple requirements/obligations while ensuring all transfers are eligible under the appropriate legal document
  • Accountability for the uncollateralized credit risk of a subset of Investment Bank clients, with responsibility for identifying and escalating fails and disputes in a timely and accurate manner to Credit/Risk Management, Collateral Risk Management and Operations Management
  • Responding to client inquiries, and when needed, coordinate with the appropriate Front/Middle Office as well as the core processing area in order to facilitate resolution
  • Identifying and resolving client disputes related to both collateral and trade settlement discrepancies
  • Developing a complete understanding of Bank policies and departmental controls and procedures
  • Migrating the Nostro Reconciliation function from Chicago to Delaware
  • Bachelor degree in Finance, Accounting, or Business or equivalent work experience required
  • Minimum 2-3 years Financial Industry experience
  • Minimum 1 years Operations experience with some Securities experience preferred
  • 2-3 years Microsoft Excel experience, intermediate to expert level is compulsory. Knowledge of VBA and Macros preferred
  • Knowledge of Derivative Products, or the demonstrated previous desire to learn these products, is preferred
  • Must be Service and Client-oriented
  • Problem solver with the ability to assist in the development of solutions for clients
  • Credit Risk Management experience preferred
  • Must possess heightened communication skills, as the role depends upon superior communication skills in order to bridge the multiple business lines that will be supported
  • Must demonstrate strong team player and robust interpersonal skills
  • Must demonstrate excellent analytical skills; be able to work independently in a changing environment
58

Mobile Client Service Representative Vancouver Downtown & West Region Resume Examples & Samples

  • Client service oriented with demonstrated ability and comfort working with clients
  • Team player who contributes to client experience and team sales results
  • Able to work flexible hours depending on the branch hours of operation
59

Client Service Representative Resume Examples & Samples

  • Upfront and scatter sales order entry
  • Input of all inventory adds, deletes, and moves per approval
  • Advertising Schedule Changes
  • Sales Agreement post analysis
  • Collaborate with sales teams in weekly meetings and thorough maintenance of account status reports
  • Proficient use of ad planning and ad posting systems to manage deals
  • Support agency relationships by monitoring requests and ensuring commercials are booked according to guidelines
  • Work with P&I to schedule deals, distribute weekly weights, maintain CPM guidelines, manage program changes
  • Work closely with billing and A/R teams to reconcile and clear invoices
  • Experience in sales, advertising and/or media industry strongly preferred
  • Knowledge of WINSALES/PLAN-IT and GABRIEL systems a plus
  • Must have the ability to prioritize and be flexible with hours
  • Ability to work in a fast moving environment
  • Must have attention to detail
  • Must have strong analytical & customer service skills
60

Otc Settlements Client Service Representative Resume Examples & Samples

  • Understand and use PrimeSwap, the front-to-back trading/settlement system, and Prime View, the web based client reporting system
  • Gain an understanding of PrimeSwap architecture and Control Account processes
  • Learn and understand how Equity, Interest Rate, Credit, Mortgage are structured and how cash flows are calculated
  • Settle physical cash payments between various CS entities and street side clients
  • Investigate and resolve cash breaks relevant to the team’s clients
  • Build relationships with assigned clients and provide excellent client service
  • Investigate and resolve queries received both internally and externally on products and functions supported by the team
  • Understand the controls associated with the settlement of cash flows, such as client money implications, funding & settlement deadlines, etc
  • Confirmation of settlement instructions, preparation of manual payments, plus update of information into our Static Data System (SDS)
  • Work on ad-hoc projects to improve processing efficiency for front to back business partners
  • Statistical extracts as and when requested by team leads/managers
61

Client Service Representative nd Shift Position Indianapolis Resume Examples & Samples

  • Complete all assigned training, cross-training, and huddle training to maintain service excellence
  • Adheres to CTO’s strict service standards to meet quality monitoring, and customer feedback goals
  • 20%
  • Strong customer service skills
  • Ability to follow complex methods and procedures in the service support of diverse subject matter and routine/non-routine tasks
  • Minimum of 2 years customer service /banking experience
62

Cib Operations Client Service Representative Bournemouth Professional Resume Examples & Samples

  • High level of customer interaction
  • Generating collateral statements and sending calls to clients for both standard and non-standard agreements. Timely follow up of all calls made by JPMorgan
  • Answering of incoming collateral calls sent by clients comparing them to JP Morgan's exposure
  • Follow up on any counterparty fails
  • Reconciliation and dispute resolution with regards to large disputes or credit sensitive customers
  • Agreement of coupons due on securities held as collateral
  • Month end tasks including the agreement of interest on any cash collateral held/delivered
  • Timely resolution of incoming queries regarding a client’s portfolio. Escalation of issues
  • External Client services experience, or similar experience interacting with senior/demanding internal clients
  • Working knowledge of OTC Derivative products or similar background
  • Proven experience of effective relationship building with a wide variety of stakeholders, for example; Clients, Credit Execs and Business Partners
  • Must be attentive and responsive to client needs
  • High level of accuracy and attention to detail is required
  • Ability to Work in a methodical and organised manner and to follow procedures
  • Excellent client communication skills and telephone manner and a strong ability to build client relationships
  • Must be highly numerate with good keyboard and core system (Outlook, Excel, Word) skills
  • Ability to work as part of a team and be flexible during busy periods such as month end
  • Ability to prioritise workflow and work to strict deadlines agreed in legal documentation
  • Strong Risk and Control Awareness – with the ability to push back on stakeholders when risk/controls could be compromised
  • Strategic thinker, able to review and implement process improvements
  • Working closely with global team, Operations teams are based in London, Delaware and Mumbai
  • Self motivated and flexible approach to working hours
  • Participate in the implementation of strategic and ongoing STP initiatives
  • A deep knowledge of OTC Derivatives and/or Fixed Income products
  • Knowledge of Collateral Management for OTC Derivatives and Fixed Income products an advantage
  • Microsoft Office – ability to analyze data effectively using excel with an ability to write and manipulate macros; PowerPoint, Word
  • Business Objects reporting – experience of building reports for management information/analysis an advantage
  • ISDA and CSA awareness
63

Client Service Representative Resume Examples & Samples

  • Act as the clients first point of call for all Global Custody related enquiries including trade settlements, cash payments, income/corporate actions and overdrafts
  • Tracking all enquires via global system through to resolution
  • Data analysis and identifying trends to improve processes and enhance client experience
  • Prioritisation of intra-day enquires based on market deadlines, risk and volume
  • Representation in global forums, driving client experience agenda
  • Escalation point to other staff members
  • Reconciliation queue management and reporting
  • University degree, Masters or MBA preferred
  • 2-5 experience in Custody Business and/or portfolio servicing environment
  • Strong focus in client service management, communication and delivery
  • Proven experience in building and contributing to high performing teams through the development of self and others, emphasizing continuous learning and growth
  • Proactively responds and adapts to change - supports and influences strategies to enable business transformation and enhancement
  • Demonstrated technical, professional, and organizational expertise and a desire to continuously grow and maintain this knowledge
  • Focuses on accountability, action and outcomes to ensure solutions meet client needs while aligning business deliverables to the firm's mission and goals
  • As this role will have regular client facing involvement and engagement with senior staff in all areas of Investor Services, the person in this role must be confident, articulate and able to represent J.P. Morgan in front of clients
  • Flunet in Korean and English
64

Client Service Representative Resume Examples & Samples

  • Systematically completes call reports accurately and ensure that relevant information is distributed to appropriate colleagues or business units
  • Knowledgeable and adheres to Client Services policies and procedures to deliver a superior client experience
  • Teamwork: Communicates and collaborates with Operations and Sales on client issues and cases
  • Encourages all team members to participate in discussions, activities, and daily work
  • Supports work of colleagues and shares information to ensure maximum quality of service and productivity
  • As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls. The employee must also comply with IFIC industry rules and regulations
  • University Degree or College diploma combined with a two-year related experience in the financial or investment industry
  • Successful completion of the Investment Funds Institute of Canada Course or the Canadian Securities Course (preferred)
  • Superior listening skills with a demonstrated customer-focused and action oriented approach
  • Exceptional written and verbal communication skills in both French and English
  • Comfortable in a multi-task environment. Capacity to meet deadlines and to work under pressure
  • Detail oriented and possess strong analytical and problem solving skills
  • Ability to work both independently and within a team environment
  • Good knowledge of financial products and related legislation
  • Working knowledge of MS Office (Word, Excel, and Outlook)
  • Ability to work between the hours of 8am and 8pm ET
65

Client Service Representative Resume Examples & Samples

  • Obtains and reviews prior day’s client activity information from the participant record-keeper, posting in the accounting system, and trades processed and pending. Updates the liquidity spreadsheets, and determines appropriate trade actions to maintain daily authorized client liquidity levels
  • Monitors client account reports to determine if trade or cash movement is required, such as the zero balance account, miscellaneous wire and closed account reports
  • Creates full asset allocation presentations for the field based on specific client criteria and restrictions using program approved investment products and bank guidelines to Northern partners, clients, prospects, consultants and/or intermediaries
  • Understand the characteristics and relationship between specific investment objectives, asset mix guidelines and product sets by utilizing knowledge of financial statistics and how they affect the construction of specific portfolios
  • 2-3 years experience in investment management, investment research, previous analytical responsibilities within the financial markets industry, with client servicing experience preferred. A College or University degree and/or relevant proven work experience is preferred. Mathematical, analytical and PC spreadsheet skills are required to process and maintain cash analysis. Ability to work in time-critical environment and time management skills are required
66

Client Service Representative Temporary Opportunity Resume Examples & Samples

  • Ensuring delivery of service excellence to all clients
  • Providing clear, accurate and timely responses to adviser and investor enquiries (both verbal and written)
  • Manage the delivery of reporting and other client requirements
  • Meeting individual and team KPI's while ensuring tasks are completed to a high standard and in a timely manner
  • Assisting with periodic reporting for pooled funds and institutional clients; and
  • Developing and maintaining strong relationships with internal stakeholders and external clients
67

Client Service Representative Resume Examples & Samples

  • Inputs data into the appropriate software for vendors/carriers/clients within required timeframe
  • Records and makes necessary changes/updates as appropriate
  • Ensure that all internal controls and procedures are followed
  • Research, communicate and accurately resolve basic customer service needs according to the commitments and standards set forth by the department
  • Exhibits client focused behavior and applies knowledge and training to support client needs
  • Comply with department processes, procedures and/or programs
  • Effectively operates all department equipment and software applications
  • Execute administrative duties as assigned
  • 1 year of relevant work experience
68

Client Service Representative Resume Examples & Samples

  • Resolving a full range of internal and external customer requests
  • Inputting data into the appropriate software for vendors/carriers/clients within required timeframe
  • Recording and making changes/updates as appropriate
  • Takeing an active role in client interactions
  • Researching, communicating and accurately resolving basic customer service needs
  • Exhibiting client focused behavior and applying knowledge and training to support clients needs
  • Researching and assembling data for presentations and marketing materials
  • Preparing documentation and proposals for internal and external clients
  • Assisting management with sales and marketing planning
  • Coordinating marketing activities and performing administrative production work for marketing communications
  • Previous work experience in marketing and/or sales support is strongly preferred
  • Must maintain current required licenses and certifications relevant to field of expertise. If not licensed, must obtain within 90 days of employment
  • Effective customer relation skills
69

CTL Loan Servicing Client Service Representative Resume Examples & Samples

  • Answer incoming calls from CTL clients and document system (Strategy, Call Type Database, Marketing Lead system)
  • Provide positive and professional service with emphasis on one call resolution where possible while maintaining average handle time expectations
  • Generate leads for new loans from incoming calls, take marketing leads and complete lead Tracker, encourage callers to sign up for AutoPay (automatic payment draft)
  • Clearly and accurately explain all aspects of ARMs, Escrows, Escrow Analyses, Loan Documents, Loan Histories, Payoffs, Prepayment Premiums, etc
  • Accept and process PayConnexion transactions (pay by phone)
  • Complete transaction forms to correct cash transactions and waive fees according to investor and company guidelines
  • Complete tickets to obtain in-depth information and research required from appropriate support departments
  • Process returned mail and quality check mailing address changes
  • Perform additional duties as requested by Manager or Specialist
  • 2-3 years call center experience in mortgage loan environment
  • Excellent customer service skills with clear and positive telephone manner
  • Must have strong written and accurate keyboarding skills
  • Complete understanding of mortgage mathematics and mortgage mechanics (amortization, payment application, ARM adjustments , prepayment charges, late charges, etc)
  • Self-driven, eager to learn
  • High School Diploma or equivalent required (some college preferred)
70

Client Service Representative Resume Examples & Samples

  • Contacts carriers and clients via phone and email
  • Ensures that all internal controls and procedures are followed
  • Complies with department processes, procedures and/or programs
  • Performs monthly premium billing reconciliation
  • Must obtain and preserve required licenses/certifications
  • Demonstrated proficiency in Excel preferred
  • Proven time-management and multi-tasking skills preferred
  • Strong project management ability preferred
71

Client Service Representative Resume Examples & Samples

  • Client Service covering Middle Office: Trade Processing, Portfolio Accounting, Asset Servicing
  • Risks and Controls Framework development
  • Business Performance Monitoring
  • Internal Communication and Interfaces
  • Portfolio Accounting,
  • Pricing,
  • Reconciliations (Stock and Cash) and Performance Measurement
  • Trade Processing
  • Multifonds experience
  • Asset Servicing
  • Excellent knowledge of MS Office products including MS Excel, PowerPoint, SharePoint
  • Solid experience in finance analysis, business case development and execution
  • English is a must (upper-intermediate)
  • Strong analytical skills and ability to interpret complex data and distil into useful and actionable information
  • Advanced presentation skills (written and verbal)
  • Basic project management skills
  • Combine both business and financial insights to optimize results
  • Strive for high standards, seeking innovative solutions, driving continuous improvement of processes or methods and demonstrating a high degree of intellectual curiosity
  • Have passion for creativity and innovation within a productivity driven environment
  • Have cultural sensitivity/flexibility in responding to different cultures.Be self-starter, self-motivating - able to deal with uncertainty and complexity
  • Demonstrate out of box thinking
  • Degree educated or
  • Higher education complimented by relevant Professional qualifications namely IMC or CFA
  • Demonstrate and share comprehensive knowledge of discipline or technology
  • Define, implement and encourage creative solutions to improve business performance and Risks and Controls Framework
72

Client Service Representative Resume Examples & Samples

  • Work experience in Fund/Asset Management Industry
  • Full life cycle experience of at least one of the following Middle Office areas
  • Have cultural sensitivity/flexibility in responding to different cultures
  • Be self-starter, self-motivating - able to deal with uncertainty and complexity
73

Cib-client Service Representative Resume Examples & Samples

  • Provide the client with support/information regarding interest claims and billing enquiries
  • Act as escalation point for large money movements and escalated transactional enquiries
  • Liaise with Relationship, Product and Operations Managers regarding service issues
  • Understand clients’ business to help identify solutions, client efficiencies and cross sell opportunities
  • Identify opportunities for product development and enhancement, and process improvements
  • Eliminate exceptional and manual processes
  • Manage one-off projects as they pertain to specific client issues and products
  • Run Service Quality Reports and use the data to understand and analyze client's payment activities, patterns of client enquiries, opportunities for increasing client's straight-through rates
  • Advise clients on and assist with incremental account set up and operational procedures and liaise with Implementations to ensure these account set ups are correct
  • Manage risk through close attention to client overdrafts, unpaid bills etc and, escalate risk related issues to appropriate parties as required
  • Record client interactions in CSX (e.g. calls, issues, proactive communications etc)
  • Participate in risk reviews to ensure the procedures outline all activities that are associated to a request are properly documented
  • Participate in and support TS initiatives
  • A full working knowledge of NYDDA, MCAS, FTS, PRPC & TLM would be an advantage
  • Attention to detail and accuracy is an essential requirement as there are a number of varied processes that are undertaken across the group, adaptability and flexibility are also key skills for this role
  • An understanding of Treasury Services products, processes and risk policies would be advantageous
  • Ability to work to deadlines and good time management skills are required as the team have a number of production tasks set at specific times of the day and the deadlines must be adhered to and controls exercised as documented in procedures
  • Demonstrates the ability to manage multiple tasks and prioritize with minimal supervision
  • Keen on identifying risks and proactively suggest controls
  • Act with a high sense of urgency and integrity
  • Demonstrates cultural sensitivity and awareness
  • Work effectively with a team and self sufficient
  • Ability to develop and mobilize internal networks and resources
  • Good excel and PC skills are required and knowledge of Access would be advantageous
  • At least a Meets rating for YE 2014 and MY 2015
  • No active corrective action (Written Warning up)
  • At least 1 year in the current role
74

Client Service Representative Resume Examples & Samples

  • Certificate processing
  • Review insurance contract requirements to determine certificate requirements
  • Contact certificate holders and communicating with client’s on their certificate needs
  • Work with Account Managers and Producers in clarifying certificate coverage requests
  • Process Endorsements
  • Process auto identification cards
  • Policy checking and binder setup
  • Access carrier websites for online quoting and obtaining policies, endorsements, audits and loss runs
  • Complete loss summaries
  • Act with responsiveness, urgency and professionalism
  • Respond quickly to client requests and work to provide appropriate information
  • Respond to all phones and inquiries no later than 24 hours after receipt
  • Must hold and maintain a valid CA P/C License
  • Experience with agency management system. Sagitta preferred but not required
  • Excellent communication skills with the ability to provide clear, concise and accurate information in a written and verbal format
  • Proficient with office procedures as well as computer systems such as Microsoft Outlook and Excel
  • Able to handle the pressure of fast paced unit, with minimal supervision, and to deal effectively with clients, insurance company personnel, management and co-workers
  • High school graduate (or equivalent education and related training)
75

Client Service Representative Resume Examples & Samples

  • Process certificates, evidence of insurance and auto identification cards
  • Receive phone calls and walk in clients
  • Prepare renewal specifications
  • Prepare applications for marketing
  • Invoice premiums and assists with follow up on accounts receivables issues according to BB&T procedures
  • Contact clients for collection of premiums as necessary and as according to BB&T procedures
  • Acts with responsiveness, urgency and professionalism
  • Prioritize work to achieve timely completion of the most critical and sensitive activates
  • Follow-up with carriers for missing items
  • Coordinate holiday cards/gifts for clients
  • Responsible for all current procedures as outlined in the BB&T Procedures Manual
  • Responsible to meet continuing education requirements of insurance license
  • Upon hiring must be willing to obtain California Accident and Health license
76

Client Service Representative Resume Examples & Samples

  • Collaborate with and support the Account Executives on all account needs, style variations, and timelines for client packages. Remain current on all relevant sports issues and events in order to assemble packages. Provide background and research on client / prospect targets and categories
  • Provide outstanding communication with the external clients as well as the Sales Team in the service and execution of sold programs. Steward customer service theme for office and assist in reducing annual client churn
  • Participation in sales presentations and negotiations as well as lead generation, cold calls, and business socials
  • Perform some administrative duties such as order entry and maintenance, posting, coordination of client entertainment events, creating and sending out general sales tools
  • Must have excellent computer skills, be proficient in Microsoft Suite, STRATA and Wide Orbit preferred, and possess strong data entry skills
  • Interest in and general understanding of the sports industry with exposure to both regional and national operations is a plus. Familiar with sales promotion processes and the ability to work with marketing departments on design and implementation
77

Registered Client Service Representative Resume Examples & Samples

  • Process account trades at direction of Financial Advisor
  • Provide compliance and marketing support
  • Update and construct website and social media marketing
  • Facilitate speaking engagements for the Wealth Managers
78

Cib-prime Services Client Service Representative VP-prime Brokerage & Financing Resume Examples & Samples

  • At least 4 years of experience in Prime Brokerage, with a strong understanding of margin lending, repo and synthetic financing
  • Ability to cross sell Investor Services Products and deliver client requests within the compliance framework of the organization
  • Ability to recognize areas for process improvement for both client facing and internal technology and processes
79

Client Service Representative Resume Examples & Samples

  • B.A. Degree in Marketing, Television or related subject preferred or equivalent work experience
  • Must have professional phone manner and excellent attention to detail
  • Must have strong organizational skills and the ability to prioritize work under pressure
  • Demonstrated aptitude for working with numbers
  • Strong interpersonal skills and the ability to work with both internal personnel and external contacts, are essential
  • Proficiency in Microsoft Word, Excel and Outlook is a must
  • Some overtime may be required
80

Digital Client Service Representative Resume Examples & Samples

  • Assist and Coordinate the development of custom sales solutions for HTS Digital clients
  • Communicate with complementary internal departments including Sales, Sales Operations, NEO (ad trafficking), Credit and Collections, Research, Creative Partnerships, Operations, Traffic, and Finance
  • Perform administrative duties such as order entry and maintenance, posting and billing reconciliation via appropriate sales execution tools
  • Work with internal HTS and third-party reporting systems to offer weekly campaign stewardship to clients
  • Participate in sales meetings, development of sales presentations, lead generation, cold calls, and business socials
  • 1-2 years’ experience in digital sales administration preferred
  • Strong verbal and written communication skills are a necessity
  • Interest in and general understanding of the sports industry
  • Familiarity with online advertising industry and research tools (Comscore, Nielsen, @plan, Hitbox, Unica, etc.)
81

Client Service Representative Resume Examples & Samples

  • Work efficiently and effectively with Bank of America/Merrill Lynch partners to service client requests and resolve complex/high risk client issues
  • Expand knowledge base through cross-training additional products and services to assist as required by volume and/or staffing needs
  • Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the client’s request
  • Problem Solving and Decision Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems
  • College Degree strongly preferred
82

Client Service Representative Resume Examples & Samples

  • Maintain excellent relations between TicketWeb and its clients including telephone and e-mail support to resolve account and technical issues
  • Provide troubleshooting assistance to clients on system and equipment issues
  • Available workweek schedule will be Monday - Friday with required rotating evening and weekend call duty
  • Occasional overtime, evening, and weekend and on-call hours will be required based on client/event support requirements. Some onsite coverage may be required, some requiring travel
  • Strong attention to detail and math skills a plus
  • Familiarity with the Internet, multiple browsers, installing software a must
  • Must be familiar with the live entertainment business and box office operations
  • Familiarity with the live entertainment and box office operations a plus, but not required
  • Knowledge of ticketing industry and general practices
  • Excellent customer service, communication, and consulting skills
  • Analytical and strategic thinking
  • Effective interaction with clients and colleagues across all levels of the organization in a professional, service-oriented way, and the ability to clearly articulate the value of Ticketmaster’s products and services
83

Client Service Representative Resume Examples & Samples

  • Manage and execute the client segmentation system by maintaining the appointment calendar and scheduling client meetings
  • Coordinates marketing efforts, which includes client events, advertising, and online marketing
  • Prepare for all client meetings by pulling relevant information from reports
  • Copy and track all client and practice materials including business correspondence
  • Copy and follow-up with home office on related issues
  • Answer incoming client calls and address general service issues
  • Confirm client appointments and check-in with clients regarding follow-up on items
  • Provide white-glove service by greeting clients upon arrival and extending hospitality to them
  • Act as a resource to assist clients with becoming familiar with and utilizing paperless tools (i.e. ameriprise.com, Total View, e-signature)
  • Maintain the Incoming Mail and Fund/Check log on a daily basis
  • Track client occasions (i.e. birthdays) and send out cards and/or gifts as needed
  • Provide support to planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s) as needed
  • Associates Degree or higher
  • Strong organizational and computer skills, specifically Microsoft Word, Excel, PowerPoint, and Outlook
  • Ability to learn and become proficient in company specific software
  • Effective communication with clients and team members
  • Positive attitude and sincere willingness to learn and grow
84

Client Service Representative Resume Examples & Samples

  • Operate autonomously with the needs of the company in mind while fulfilling the needs of our customers
  • Able to prioritize personal work efforts while managing multiple deadlines and service agreements to both internal and external clients
  • Able to independently analyze and resolve mid to low level accounts receivable questions and issues
  • Work directly with BLM for billing reconciliation tasks and to resolve credit locks, submit check forms/credit card data for CWO accounts and track credit applications as requested
  • Responsible for order entry and verification against customer order. Includes use of multiple systems (Adit, ctlink, reports.tribune.com) as well as any other systems needed to fulfill advertising orders or client requests
  • Review client insertion orders for accuracy, resolve IO discrepancies (i.e. correct rate, correct distribution, correct product) and notify sales rep, planner, or client as needed
  • Work directly with the advertiser and Creative department to supply timely proof/release of ad creative, Ad Upload for system ready material and client communication. Work within systems provided for material handling
  • Serve as point person with downstream operational teams (TI, Creative, Preprint Logistics, Prepress, etc.) to resolve issues and communicate findings and possible resolutions
  • Handle advertiser/agency inquiry calls such as order deadlines, missing material, stock deadlines, advertiser complaints (Adtrack), etc
  • May assist/support manager on inquiries, request for proposals, insertion orders, placement, etc. or as needed
  • Cooperate in accomplishing all division goals as directed by office supervisor
  • Requires a Bachelor’s Degree in Business or Liberal Arts or equivalent related experience in customer service of 4-7 years
  • Candidate must be highly motivated, organized and have the ability to multi-task in a face-paced environment with a high level of accuracy with little supervision
  • Requires a high proficiency with standard office technology, including Microsoft products with an emphasis on Excel and Word, and the ability to learn new and proprietary internal systems and processes
  • Must display effective interpersonal skills to include areas of written and verbal communication, analyzing material and equipment with close attention to detail
  • Occasional overtime required with Supervisor approval
  • Type a minimum of 35 wpm
85

Client Service Representative Resume Examples & Samples

  • Merrill Lynch Online log-on, passwords reset, navigation and other functionality or trouble shooting
  • Handle incoming Wealth Management (and ML Edge Tech calls) client calls utilizing professional telephone and problem solving skills
  • Provide brokerage/banking account information, including but not limited account balances and deposit rates, checking and Visa activity
  • Support Merrill Lynch Website (MyMerrill) navigation and functionality including but not limited to linking of accounts to MyMerrill and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the MyMerrill web-site and quicken downloads
  • Explain content, format and activity on monthly and quarterly statement. Assist client with reconciliations of monthly activity and re-order duplicate statement copies
  • Consistently achieve minimal or beyond expectations for performance metrics and quality standards
  • Professional Demeanor: Demonstrating patience, composure, and client service attitude
  • Problem Solving and Decision Making Skills: Use good research and problem solving skills; know where to go to resolve problems
86

Client Service Representative Resume Examples & Samples

  • Responsible for all Bespoke Processing which will include REPO processing, Application Forms, UTM dealing, USD Funding, Account Openings/closing, Market Openings, IDM (Passport access) CDR updates, Tax Documentation and Contract Notes
  • Maintain and monitor all client data and standing instructions on IMAP
  • Ownership, management and resolution of queries received into the Service Support team
  • Close liaison with Client Service Reps, Section Manager and CSM as part of the virtual team
  • Works with Client Service Rep to identify service efficiency enhancements and process improvements
  • Build and maintain strong relationships with all internal partners
  • Excellent knowledge of Global Custody services and products
  • Effective communicator at all levels
  • Experience of direct client servicing
  • Proficiency in Microsoft Excel (intermediate)
  • Ability to work under pressure and meet deadlines
  • Needs to demonstrate the ability to be a team player
  • Ability to review and resolve complex issues
87

Client Service Representative Administrator Resume Examples & Samples

  • University degree in business administration, finance or equivalent experience
  • Minimum of three years experience in Financial services industry( Global Custody / Investment Management / Fund Administration / Transfer Agency, or other relevant Financial Services experience( to be adapted by each geography/business segment)
  • Recognized financial industry qualifications (i.e. – Securities Institute, Canadian Securities course and or IFIC an asset)
  • Experience in client management roles
88

Client Service Representative Resume Examples & Samples

  • Provide sales packages and support to sales staff
  • Establish client needs and packages content and design through communication with management and account executives
  • Utilize PowerPoint/Photoshop for the development of Sales Decks/1-Sheets, promoting sales opportunities
  • Aggregate, analyze and disseminate NSI rating information with regards to local programming as well as competitive marketplace
  • Augment the sales process to grow revenue
  • Video Clipping, Image Editing, RSN website support in support of sales efforts
  • Work with production team to provide added-value elements to clients, and show proof of performance once elements air
  • Provide proof of performance to sponsorship
  • Requires some previous office experience
  • Experience in a related area is preferred
  • A Bachelor’s degree is a plus
  • NSI Ratings Knowledge is a plus
  • Excellent data entry skills, proficient in Microsoft Suite including Word, Excel PowerPoint and Outlook
  • Photoshop, NSI Ratings and Wide Orbit knowledge is preferred
  • Strong interpersonal skills with a proven ability to work both as a member of a team as well as individually
  • Impeccable organizational skills are mandatory
  • Ability to multitask and perform effectively in a high pressure environment required
89

Cib-client Service Representative Resume Examples & Samples

  • Participate in the development of goals and execution of departmental strategies
  • Provide supervision, management, and coaching to ensure "best in class" levels of service
  • Identify training opportunities and provide career coaching to ensure employee development and progression
  • Manage daily resources and coverage levels for Technical Solutions Group agent resources
  • Manage impacts to employee morale and satisfaction
  • Act as point person for client escalations to coordinate resolution and further escalate customer issues as needed
  • Ensure two-way communication flow to employees through dissemination of staff meeting minutes, training, upcoming product changes, event happenings, and departmental policies
  • Foster partnership and teamwork within other Global Client Access teams, Sales and Service, and Product Management personnel
  • Identify service quality opportunities and manage participation in service quality initiatives and projects
  • Develop a robust knowledge of Client Access products, policies and procedures, in order to act as a subject matter expert in supporting agent inquiries
  • Developing team goals and strategies as well as managing team performance against service level objectives
  • Take ongoing lead role in supporting the development and maintenance of Policies and Procedures and training in partnership with Employee Readiness and TS Training
  • Ensure that client satisfaction and confidence in JPMC/CA products and services are at or above departmental goals
  • Drive escalations to resolution
  • Prepare and submit data for senior management reporting and performance evaluation
  • Minimum of five years of customer service management experience
  • Minimum of 2 years call center management experience
  • Demonstrate excellent interpersonal and coaching skills
  • Demonstrate excellent verbal and written communication skills
  • Work holidays and after-hours as required
  • Strong knowledge of MS office applications including Word, Excel and Powerpoint
  • Proven ability to manage staff adherence to functional policies and procedures
  • Knowledge of cash management business
  • Knowledge of call center technology
  • Knowledge of Treasury Services products
  • Ability to exercise sound judgment and make effective decisions
  • Ability to prioritize, handle multiple tasks and work under pressure in a team environment
  • Ability to handle and work with highly sensitive records/information in an appropriate manner by giving appropriate attention to legal risks and operational concerns
  • Effective analytical approach when solving complex problems/issues
  • Ability to cope with a continuous accelerated changing environment
  • Ability to translate complex information into a simple detailed narrative
  • Ability to translate technical jargon into easier to understand language for clients
90

Bank Teller / Client Service Representative Resume Examples & Samples

  • Provides back-up coverage and support for the Front Desk/Administrative Assistant
  • Participates in completing bank audits
  • Work in partnership with Client Service Representatives to facilitate money movement from trust/investment accounts
  • Keeps abreast of laws and regulations that affect compliance issues and personal banking products and services. Understands and applies laws and regulations as they relate to personal banking products and services
  • Assumes selective administrative assignments. Participates and directs project-oriented tasks when directed by unit manager
  • 3 years of related work experience. Cash handling and client servicing experience required
91

Client Service Representative Resume Examples & Samples

  • Adheres to call quality monitoring policy and procedures
  • Manage right fax , Service Q and Goldmine cases ensuring completion within 48 hours
  • Provides telephone support and guidance to Strategic and Relationship banks on all P&TC products, services and investigations
  • Performance monitored on IPCC ensuring key performance indicators are met
  • Upon request, monitor client investigations caseload to identify trends and provide root cause analysis to improve efficiencies and enhance client experience
  • Identify service/operational inefficiencies that affect clients and formulate recommendations for value added enhancements to appropriate operational groups
  • Develop thorough knowledge and understanding of P&TC services, products and associated systems/applications for delivery to Strategic Banks
  • Assist/participate in Client visits/reviews when required
  • Consistently adapt to changing business environment using sense of urgency to deliver high level of quality service within the established time frames and manage unresolved issues promptly
  • Demonstrates spirit of teamwork that will provide the best support to clients and our sales force
  • Provide support to client service officers on administrative functions and maintenance requests from clients and relationship managers
92

Credit & Client Service Representative Resume Examples & Samples

  • Verifies and processes requests for new credit accounts and authorization requests, evaluating and approving sales up to $7,500 using all or part of the following: point score guidelines, credit report analysis, thorough verification, domestic and international Dun and Bradstreet report, public access information and banking analysis
  • Furnishes and supports the Credit & Client Service Center Supervisor in processing credit and corporate sales
  • Verifies and processes private label and third party phone orders for merchandise and services
  • Verify and process Personal, Business, and Cashier’s checks
  • Processes and maintains client files up to date with accounts and financial data changes
  • Assist with sales slip/chargeback retrievals
  • Support for E-commerce & Gold Exchange programs
  • Performs other assigned tasks as well as special projects and related duties as required
  • Entry level position. 0 – 2 years experience; the incumbent does not require credit lending experience
  • Retail background is an asset
  • Basic knowledge of MS Office
  • Excellent follow-up skills
  • Bilingual (French & English, Spoken & Written)
93

Mobile Client Service Representative Resume Examples & Samples

  • The succesfull candidate will be also be trained as a cash custodian
  • Must be available to work all opening hours of at the Albany Shopping Centre Branch
  • Must be willing to travel to the following other branches: St. Albert, Erin Ridge & Morinville
94

Client Service Representative Resume Examples & Samples

  • Assist personal and business clients with their everyday banking needs by completing their banking accurately, respond to client inquiries, and interact with clients throughout the branch to offer assistance and advice
  • Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of in-branch partners or personally fulfil client solutions at the service counter as appropriate
  • Manage risks by adhering to compliance routines, processes and controls to protect client and shareholder interests while completing transactions
  • Proven customer service skills in a financial or services industry, ie. retail, hospitality,
  • Some experience working in a sales environment would be an asset
  • Passion and desire to assist clients with their financial services needs and solve problems
  • Sales oriented with ability to listen and identify sales opportunities
  • Self motivated to achieve personal goals
  • Strong interpersonal, communication and negotiation skills
  • Strong computer skills and comfort in using technology
95

Client Service Representative Resume Examples & Samples

  • Manage the group mailbox and allocate to appropriate team member
  • Scan documents into workflow system
  • Verify signatures against source documentation
  • Print and mail letters to investors
  • Generate statements based on client requests
  • 4 eye check emails with attachments to ensure being sent to correct recipient
  • Daily reporting on adherence to SLA's
  • Monitor control reports and investigate breaks
  • Manage Return to Sender (RTS) emails and letters
  • Contact adviser's/investor's to notify them of missing documentation for new applications or changes to account details
96

Client Service Representative, Kawartha Resume Examples & Samples

  • Proven customer service skills, preferably in the financial or service industry
  • Drive and self-motivation
  • Excellent communication skills, emotional intelligence and IT literacy
  • Personal flexibility to work flex hours, eagerness to learn and determination to succeed
  • Sales experience (ideal but not essential)
97

GFS Client Service Representative Resume Examples & Samples

  • Delivering excellent service and resolution for all Custody related queries from clients and internal contacts
  • Partnering with the Client Service Manager and the Service Support team as part of the virtual team
  • Responsibility for timely clearance of Recs/ Overdrafts/Failing Trades/Non Receipts
  • Resolving issues with complex transactions, where expertise is required to interpret policies, guidelines and/or processes
  • Identifying service efficiency enhancements, process improvements and service delivery, using creative and proactive measures
  • Identifying root causes for service breaks and implementing lasting resolutions
  • Participating in Service Reviews as required
  • Coordinating and managing Client/Management MIS as required
  • Building and maintaining strong relationships with all internal partners
  • Maintaining and monitoring all client data and standing instructions
  • Monitoring and resolving cash and stock exceptions
  • Monitoring and manages any credit facility breeches
  • Spent time within Custody Operations; Settlements, Corporate Actions, Income, Foreign Exchange Operations
  • Knowledge of Global Custody Market Processes and Core Custody Products
  • An understanding of the risk associated with the role and associated impact
  • An understanding of how an Investments Managers Back Office Operates
  • Client Service Orientated
  • Effective Prioritisation and Organisation skills
  • Effective Partnering / Collaborator with others
  • Risk mitigation
  • Self Motivated
98

Senior Client Service Representative Resume Examples & Samples

  • Point of contact for servicing our clients and interacting with the market and other providers
  • Ensure the accuracy, timeliness and completeness of Client requests
  • Accountable for ongoing satisfaction of Clients by ensuring deliverables meet client needs and expectations
  • Participation in client teams, representing Client Operations
  • Direct liaison with operational teams to resolve daily operational issues
  • Provide support to operational processing teams as defined in SLA
  • Key participant in Operations oversight calls
  • Support clients with new products analysis and share best practice
  • Support the establishment an environment of continuous improvement that assesses workflow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality within the client deliverables
  • Ensure that all customer information is documented, archived and desk top procedures are updated on a regular basis (prospectus, fee agreements…)
  • Follow up of audit issues as allocated
  • Active participation in special event management and execution (Client change requests, fund launch, projects, mergers, liquidations, New Class…)
  • Continuously identify opportunities to enhance our service and value proposition for our clients
  • Participate in client service and sales opportunities
  • Supports Sales & Development by providing operational expertise
  • Ensure Logbook are used effectively for all queries and monitored to ensure all queries are resolved timely
  • Stay current with external environment that governs and influences the business
  • Communicate Industry regulations and standards to team and provide training when necessary
  • Perform identification of investors (apply AML& KYC procedure define by compliance)
  • Support the application of the Global Dormant account policy for Shareholder services
  • Create/validate account in SARA application
  • Follow Issue/ deposit Pledges and nominative certificate
  • Create and maintain dealers & institutional client’s archives
  • Support compliance to identify dealers & institutional clients
  • Maintain dealer database (Sara AML fields); including new creation and updating of existing records
  • Review SR’s and sign-off for identification before sending to Rights Management for creation
  • Excellent interpersonal skills and networking abilities with clients and internal
  • Risk Assessment & quantification methodologies
  • Issues escalation and resolution
  • Documentation
  • Communication management & plans
  • Workforce Planning
  • Liaison between stakeholders involved
99

Senior Client Service Representative, Imlg Resume Examples & Samples

  • Excellent Global Custody operational knowledge
  • Knowledge of Northern Trust products and services
  • Proven Client Service expertise
100

CIB Ops-otc Credit & Rates & FX PB Middle Office Client Service Representative Resume Examples & Samples

  • End to end owner of the OTC trade and support processes, coordinating all aspects of Operations Service delivery/training to the client
  • Partner with client to understand business and service needs. Validate client requirements vs service offered and implement support processes in CS
  • Operations calling program to include service reviews with client and log onto CRM tool (e.g. Salesforce) Onboard new ‘BAU’ services and capabilities for existing relationships / accounts to meet client evolving needs
  • Confident, driven, self-starter with an ability to work independently
  • Excellent attention to detail with intent to provide high level of accuracy
  • Comfortable with technology, workflows and systems
  • Problem solving ability - can anticipate possible issues and seek to eliminate, mitigate, escalate as appropriate
  • Excellent project management and organisational skills
  • Demonstrated ability to prioritise, multi-task and work within tight and changeable timeframe
  • Ability to work and form relationships with internal and external counterparts
  • Prior experience in client service roll is essential
  • Experience in Investor Services (OTC Clearing and Prime Services) is desirable but not essential
  • Client-facing experience is essential
  • Credit OTC Clearing knowledge required
  • Client Service experience
101

Client Service Representative Hrs-post Office Sq Resume Examples & Samples

  • Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
  • Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
  • A minimum of six months experience with cross-selling, up-selling and/or referring products
  • Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
  • Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
  • Ability to sell customers on meeting with a sales associate to learn about products/services
  • Ability to respond and assist customers with inquiries and/or problem resolution
  • Ability to work effectively as a team member
  • Strong communication skills (including verbal and non-verbal) and active listening skills
  • Careful attention to detail and time management
  • Proficiency in basic computer skills
  • Pass pre-employment assessment
  • Minimum of six months cash handling experience
102

Client Service Representative Intern Resume Examples & Samples

  • To ensure that all queries remain within agreed SLA’s (speed and quality)
  • Be responsible for customer financial order approval/releases, by balancing the needs of the customer with the financial realities of their liquidity
  • To work towards clear team objectives for service standards & quality
  • To drive Client satisfaction through effective first contact resolution
  • Liaise with operational departments to resolve customer issues and improve inter-departmental communication
  • To support the GSO teams in preparation (reports, information, etc) for Client meetings and attend as required
  • To Collect Data and provide reports regarding performance
  • To highlight trends and offer pro-active solutions to Client questions
  • Responsible for maintaining high level of data quality of our systems (customer contact details…etc)
  • Validate the necessary financials or certifications (e.g tax, retention) from the customers
  • Accomplish all your responsibilities in line with GE's compliance and integrity requirements
  • Business School Degree in progress
  • Microsoft Office proficiency, especially Excel
  • Demonstrated effective service/support oriented skills
  • Ability to be pro-active and to think “outside the box”
  • Excellent proven interpersonal and teamwork skills
  • Cultural awareness in a diverse and international environment
  • Thirst for learning
  • Multilingual preferred
103

Tax-client Service Representative Resume Examples & Samples

  • Perform and supervise E-filing tax returns and extensions, monitor acceptance, handle rejections; run daily reports in order to ensure that returns are filed on or before the deadline. Develop and implement E-filing procedures and update as needed
  • Manage tax due date tracking software and run weekly and monthly reports
  • Maintain workflow database, request log and tax tracking database for proper control of all tax returns
  • Run tax processing daily billing reports and assistance with billing
  • Manage engagement letter and statement of work preparation process, including finalization of letters, filing, and tracking status of letters
  • Provides general support to the tax department including
104

Tax-client Service Representative Resume Examples & Samples

  • Accounting services, including in-house and on-site bookkeeping and bank reconciliations
  • Maintenance of client depreciation schedules
  • Payroll processing and related bookkeeping
  • Preparing tax returns including , payroll, department of revenue, employment security, and other forms and reports as necessary
  • Work closely with our tax team to provide support for our day to day services to our clients
  • Provide timely and high quality service to meet our clients' expectations and perform research projects as necessary
  • Minimum 2 year experience in accounting, including financial statement preparation, general ledger work, adjusting journal entries, payroll reports, and sales tax
105

Client Service Representative Local Market Group Resume Examples & Samples

  • To work within our tax team to provide bookkeeping services to multiple clients, including support of day to day operations
  • To prepare tax returns for corporations, partnerships, payroll taxes, and sales tax
  • Five years experience in public accounting, including financial statement preparation, general ledger work, adjusting journal entries, depreciation, payroll, and sales tax
  • Proficient in QuickBooks and other accounting applications
  • Tax return preparation
  • Associate or accounting degree
  • QuickBooks Proadvisor
106

Client Service Representative Opportunities Resume Examples & Samples

  • Build effective relationships at agencies through on-going communication with various departments i.e. Buying, Traffic, and Accounting
  • Coordinate with Sales, P&I, and Client Service Management on the maintenance of agency accounts including
  • Upfront and Scatter order entry
  • Timely delivery of advertiser schedules/flowcharts
  • Product/Brand allocations
  • Discrepancy resolution
  • EDI maintenance for applicable accounts
  • Proficient use of WIDE ORBIT and PLAN-IT systems to manage deals
  • Monitor BOB and unit exception reports to ensure all contracted dollars are booked and all unscheduable units are placed
  • Work closely with Billing and A/R teams to reconcile and clear invoices in a timely manner, monitor accounts receivable, and issue invoice adjustments
  • College Degree
  • PC Savvy: Expertise in PowerPoint, Word and Excel
  • 1-3 years experience in the media industry preferred
  • Must have superior customer service skills
  • Must have strong communications skills both verbal and written
  • Must be able to manage multiple tasks and activities simultaneously
107

Corporate Client Service Representative Resume Examples & Samples

  • Ideal candidate will have prior (five or more years) experience in Corporate Banking
  • Thorough knowledge of Corporate banking operation functions, systems, policies and procedures
  • Ability to manage multiple tasks/projects and deadlines simultaneously
108

Senior Client Service Representative Resume Examples & Samples

  • Establish role as a leader and senior contact within the team
  • Provide walk-in support for new and tenured representatives, provide back up for supervisors in their absence, answer senior questions and work through high call volumes
  • Assist newer CSRs with complex problem analysis including appropriate research and resolution items, as well as escalated issues and ensure that they are handled within the turnaround time
  • Assist with the professional development of CSRs by acting as a mentor and assisting OJTs with training of new hires when necessary
  • Acquire a strong working knowledge of the tools necessary to manage the team effectively and act as a product and process knowledge resource to associates on the production floor
  • Help motivate team members to achieve stated team goals of productivity and quality and encourage commitment and engagement among team members
  • Assist with managing AWD work queues
  • Maintain an understanding of the exception process and be able to work with DSCs and CRTs
  • Serve as Team Lead back up and assists in completing reportorial requirements
  • Review/Quality Control transactions and processing items as necessary
  • Act as a Resource for user acceptance training (UAT)
  • Assist in coordinating team meetings and agendas
  • Develop effective means of communication with other departments
  • Act as a point of contact for key customer relationships
  • Provide coaching to associates for to successfully improve the performance
  • Coordinate with other departments to determine client/client request eligibility and status
  • Contribute to corporate development through process design initiatives, participation in various trainings, for and other MBPS processes and activities
  • Candidate must have at least one year tenure in their current position
  • Candidate should not have any attendance issues or any disciplinary action
  • Candidate must meet job expectations and pass all performance metrics in his/her current unit and role
  • Knowledge of browsers and relevant computer applications (Microsoft Excel, PowerPoint and Word )
  • Follows simple instructions on how to log in to the phone system, transfer and conference
  • Excellent written and verbal communication skills. Ability to converse effectively using the English language
  • Strong customer service skills (ability to build rapport, demonstrate empathy and outline key steps in delivering good customer service)
  • Ability to compose a grammatically correct, clear and concise paragraph/ essay
  • Minimum keyboarding skills of at least 30 words per minute. Exhibits good navigation skills
  • Basic presentation and documentation skills
  • Candidate must have comprehensive product and systems knowledge
  • Good understanding of Service Level Agreement
  • Ability to make an analysis of the programs opportunities and develop an action plan
  • Can coach and mentor to successfully improve the performance of others
  • Adept at data collection, summarization and analysis of MBPS’ basic metrics
  • Prepares well-composed oral and written reports and presentations for management and business unit audiences
  • Proficiency in relevant system (computer) applications and tools including Verint Ultra Virtualized, IEX for Supervisor and CMS
  • Successful completion of one week Senior Client Services Representative On Boarding
109

FDS Client Service Representative Resume Examples & Samples

  • Excellent interpersonal and oral/written communication skills
  • Organizational and well-developed analytical skills
  • Bachelor’s Degree Preferred
  • Complete 3-5 hours of Investing In You Training
110

AIS Client Service Representative Resume Examples & Samples

  • Maintaining the excellent BNY Mellon AIS Client Service standards and reference ability for small to mid-tier clients in the region
  • Responsible for client service and/or new business onboarding
  • Serves as point of contact for Client Services for small to mid-tier clients unless dedicated to a new business onboarding team
  • Provide world class client service; suggest and follow through on creative solutions to enhance service delivery for the client
  • Proactively anticipate and control issues that may arise
  • Liaise with service delivery to resolve daily service delivery issues for assigned clients across all functions
  • Ensure compliance with internal policy, external control, and client service standard requirements
  • Ensure that AIS Client Services management and functional teams are aware of any lapses in quality service and that action is taken to fix the problem
  • Serve as an escalation point and subject matter expert for more junior staff. Escalate significant issues
  • Ensures adequate procedures and controls are in place for assigned clients and that weaknesses or gaps are minimized
  • Support Senior Client Service Officers with Tier 1 client responsibilities as required
  • Assist sales and relationship managers effectively in order to support overall BNY Mellon service
  • Bachelor s Degree. MBA preferred
  • 4+ years relevant experience in securities servicing, including 2+ years experience in a role requiring regular client interaction with good knowledge of alternative investment products, systems, and regulatory environment
  • 6+ years relevant experience, including 3+ years experience in a role requiring regular client interaction and at least 3 years experience with BNY Mellon alternative investment products, systems, and the regulatory environment preferred
  • Good problem-solving, verbal and written communications skills
  • Demonstrate a strong customer focus, and handle conflict
111

Senior Client Service Representative Resume Examples & Samples

  • Manage all customer requests for service promptly and professionally
  • Lead the Continual Process Improvement process with the customer, including recommendations for service upgrades- Proactively monitor SITA customer services, identify improvement and risk areas and own the various service improvement plans
  • Comply with SGS Service Management standards, ITIL processes and practices as defined in the Customer Governance, including: - Actively use the intranet CSM Knowledge Base to share key customer documents as required -Provide service reports to customers and line management - Proactively seek improvements and innovations in the services delivered by SITA - Seek feedback from the customer, agree and own the customer(s) Continual Service Improvement Plans (CSIPs) - Lead Operation Review Board, Service Performance Review, or any other service related customer meeting in line with contractual obligations and SGS standards - Hold regular service reviews with service providers, where required, to review the quality of services delivered in support of the assigned contracts and ensure that any Service Improvement Plans (SIPs) required are defined and implemented
  • Escalate operational issues as required and act as the operational point of contact for Customers, Users, Service Providers and line management
  • Review the monthly CSM revenue and ensure that all CSM related services are correctly billed
  • Contribute to the growth of both SM and OOB revenue of additional services
  • Support SGS territory management about SM revenue management
  • Support SGS territory management during bid support
  • To develop a close working relationship with SITA's account director[s]/manager[s] and to actively contribute with Sales in identifying and winning new customer business opportunities or contract renewals
  • To contribute for profitably managing organic revenue growth of the contracted services with our customers
  • To provide support to line management and bid teams in developing customer proposals by identifying any local factors that may impact the operational model and/or associated internal and external costs
  • To contribute to the evaluation of solutions, resources and costs of dedicated or bundled service management proposals when requested by management
  • 3 years or more experience in a related role, delivering IT services to internal or external customers
  • 2 years or more management experience in a customer facing environment, ideally working independently
  • 2 years or more experience in Airline/Air Transport industry
  • Experience of working in a matrix management environment is desirable, ideally multi-cultural
  • Experience of working successfully in a process-oriented environment
  • Experience of continuous service improvement methods is desirable
  • Organizational knowledge and sensitivity
  • Basic product knowledge of key SITA Communication Products (scope depending on services to be supported by customer contract assignments)
  • Service Management process knowledge (ITIL Service Support and Service Delivery)
  • Bachelor's degree in IT, Telecom or Business, or equivalent
  • SITA Service Management Certification Level 2 (=ITIL Foundations)
  • ITIL Service Management Certification as per SGS standards Depending on the solution scope of each customer assignment, specific certifications and in-house education is required. Specific to CIS
  • SITA CIS Education program
  • Other SITA CIS certifications as per SGS policy (when available) Desktop/EUC
  • SITA EUC certifications as per SGS policy (when available) Specific to PSL
  • SITA PSL certifications as per SGS policy (when available) Specific to GSL
  • SITA GSL certifications as per SGS policy (when available) Specific to ASL
  • SITA ASL certifications as per SGS policy (when available)
112

Senior Client Service Representative Resume Examples & Samples

  • Drive SITA internal teams and SITA service providers/suppliers and other key stakeholders to work together to meet the contractual SLA and any operational performance objectives agreed with customer
  • Act as the first level major incident escalation point for the assigned customer
  • Proactively monitor SITA customer services, identify issue symptoms and customer business impacts; ensure communication to support teams during incidents
  • Comply with SGS Service Management standards, ITIL processes and practices as defined in the Customer Governance, including
  • Provide service and operational reports to customers and line management
  • Proactively identify improvements and innovations in the services delivered by SITA; seek feedback from the customer, agree and own the customer(s) Continual Service Improvement Plans (CSIPs) and assigned actions
  • Actively participate in Service Performance Review, or lead any other service related customer meeting in line with contractual obligations and SGS standards
  • Hold regular service reviews with service providers, to review the quality of services delivered in support of the assigned contracts and track that any Service Improvement Plans (SIPs) required are defined and implemented
  • Actively use the SITA intranet to share key customer documents as required
  • Drive the Continual Process Improvement process with the customer, including recommendations for service upgrades
  • Commercial responsibilities for assigned customers
  • 4 years or more networking experience in an operational function in a complex environment
  • Understanding of network operations environment at Layer 2 and Layer 3, and understanding of major routing and communications protocols
  • Experienced in a customer facing role; comfortable in dealing with different people (customers, internal working partners, service providers, peers & management)
  • Willingness to try on challenges (can-do attitude) and work out his/her own way in sometimes unfamiliar environment
  • Ability to build relationships with working partners, peers, service providers, customers and management effectively to deliver business results
  • Ability to manage work under pressure (e.g. during major incidents)
  • English and Cantonese spoken language capability
  • Advantageous
  • ITIL service management
  • Process improvement (e.g. Six Sigma)
  • Airline/Air Transport / Logistics industry
  • Time management & prioritization skills highly desirable
  • Cisco technical qualification (CCNA/CCNP) is preferred
113

Wealth Mgt Client Service Representative Resume Examples & Samples

  • Statement/Fees
  • Account Maintenance
  • Online
  • Associate must consistently demonstrate excellent verbal and written skills and exhibit a strong commitment to the client experience and service ownership via observable call management behaviors
  • Routine business account servicing includes; visa spending limit adjustment processing, card activations, PIN setups, stop payment processing, account maintenance and inquiry
  • Support Merrill Lynch Online (MLOL) navigation and functionality including but not limited to linking of accounts to MLOL and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the MLOL web-site and quicken downloads
114

Cib-client Service Representative Resume Examples & Samples

  • Responsible for the full client experience with respect to the use and support of treasury web products, including JPMorgan ACCESS, in a Technical Support Help Desk role
  • Provide professional, courteous, and client focused technical and procedural telephone support to clients for web and PC based treasury/cash management products and services
  • Consult with internal and external clients in multiple lines of businesses
  • Provide overviews and detailed walk through on various TS products
  • Provide technical problem resolution support, trouble shooting and software/hardware recommendations
  • Document client technical support information, including client configuration changes, troubleshooting information, problem resolutions, sensitivity issues, and security concerns, for all client interactions
  • Forward relevant information to relationship areas, product management and team management, as required
  • Maintain high levels of expertise in web and networking technologies. Provide feedback on product software performance and operational efficiency in the customer environment. Develop specialized skills around the product line and the related technologies and businesses
  • Ensure prompt follow through on all client interactions to ensure complete resolution
  • Ensure adherence to all departmental Quality Criteria, Policies and Procedures and Performance standards
  • Maintain high level of proficiency in TS products and technical applications
  • Skills & Experience -- include specifics regarding academic/ professional qualifications (e.g. degree, university, results), # yrs total and # yrs relevant work experience, relevant employers, relevant experience (nature of work/ job functions)
  • 2 years customer service experience in a call center environment
  • Basic technical proficiency in Windows LAN/PC environments and systems, and in web- and browser-based applications and technologies
  • Flexibility to support adjustments to work schedule
  • Ability to quickly adapt and learn new products and technologies
  • Ability to work in a fast paced performance driven environment
115

Client Service Representative With German & English Resume Examples & Samples

  • German language - fluent (B2-C1)
  • English language - fluent (B2)
  • Communication: Speaks and writes clearly and expresses self effectively in German and English
  • Organizational Awareness: Understands processes and regulations. Utilizes approved policies and procedures,
  • IT: Is familiar with current technology. Demonstrates computer skills including e-mail, MS Office (especially Excel),
116

Client Service Representative, Workforce Now Resume Examples & Samples

  • Acts as a trusted advisor and consultant to clients on all modules of ADP's Payroll, Time and Attendance and HR solution; investigates and professionally troubleshoots software application issues while simultaneously navigating through the on-line application
  • Uncovers client needs, sources the cause of the issue through the use of effective probing techniques, and provides resolutions ensuring a Stellar Service client experiences
  • Ensures proper, timely follow-up on assigned cases to ensure service level agreements meet ADP standards and that the client experience is seamless, Participates in ADP client retention efforts, including helping to identify clients-at-risk
  • Creates accurate, reliable, and complete case activity updates suitable for maintaining an accurate knowledge base. Identifies, recommends, or refers any issues or opportunities which arise from client queries, to the appropriate internal ADP Business Unit
  • Gains a broad understanding of Workforce Now including the many complex features and configuration options
  • Continually upgrades knowledge and skill base through a wide variety of available resources to ensure familiarity, on appropriate statutory laws, or legislative rulings that impact clients; learns future products and new tools as they are deployed. Completes new hire and ongoing training programs as designed
  • Learns, understands, maintains and contributes to internal support processes. Proactively seek ways to provide a better service experience for clients, recommending enhancements to products and support processes
  • Practical experience with Payroll and HR software applications, software configuration and client systems
  • Basic understanding of payroll processing workflow from input to delivery of the payroll. Completion of Payroll Fundamentals, and Payroll Compliance Legislation as well as sound knowledge of Best Payroll Practices an asset
  • Working knowledge of ADP's Paytech mainframe
  • Practical knowledge and/or understanding of Human Resources/Talent Management/HR Management Systems an asset
  • Proficiency in English and French an asset (verbal and written)
  • Technically savvy with the ability to systematically instruct clients on the use of ADP products and systems. Proficient with MS Office (Word, Excel, PowerPoint & Outlook)
  • Balances multiple client commitments against new requests in a fast paced, dynamic, environment
  • Ability to work independently as well as in a team environment while demonstrating resourcefulness in the use of available tools and support resources
  • Active listening skills and high impact oral and written communications skills to effectively receive, interpret and disseminate information in a manner that is clear and concise
  • Professional and polished telephone manner
  • Strong numeric skills. Demonstrated analytical ability and judgement; able to see and solve problems holistically, sometimes with limited information
  • Extensive customer service experience with proven skills in conflict resolution
  • Working knowledge of ADP’s Paytech mainframe
  • Ability to work independently as well as in a team environment while demonstrating resourcefulness in the use of available tools and support resource
117

Client Service Representative With German Resume Examples & Samples

  • Cooperates with team members
  • Accountability: Holds self-accountable to requirements and expectations. Takes full responsibility for results
  • Professionalism: Acts openly and honestly with a professional and mature manner
118

Client Service Representative With French Resume Examples & Samples

  • Gathers relevant information and inputs the evidence
  • Ensures and oversees that referral information/issue is
  • French language – fluent (C1)
  • Communication: Speaks and writes clearly and expresses
  • IT:Is familiar with current technology. Demonstrates
  • Professionalism:Acts openly and honestly with a
119

Tax Client Service Representative Resume Examples & Samples

  • Maintenance of client depreciation schedules utilizing BNA and tax preparation software
  • Minimum 1 year experience in accounting, including financial statement preparation, general ledger work, adjusting journal entries, payroll reports, and sales tax preferred
  • Associates degree in Accounting or equivalent work experience
  • Tax return preparation is a plus
120

Wealth Management Client Service Representative Resume Examples & Samples

  • Trade Activity/Quote
  • Web Bill Pay/Quicken
  • Key metrics to evaluate performance include quality monitoring, client satisfaction, handle time, adherence, quality monitoring and call tracking
  • Handle incoming Wealth Management client calls utilizing professional telephone and problem solving skills
  • Support Merrill Lynch Online (MLOL) navigation and functionality including but not limited to linking of accounts to MLOL and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the MLOL web-site and quicken download
  • Previous experience in a client-facing role
  • Ability to work with multiple applications simultaneously and troubleshoot client issues
  • Detail-oriented and highly adaptable to change while receiving regular feedback
  • 1-2 years’ experience in a client focused service role
121

Tax Client Service Representative Resume Examples & Samples

  • Minimum 2 - 4 years Quickbooks and bookkeeping experience
  • Ability to review client's balance sheet, income statement and general ledger to determine if any adjustments need to be made and the knowledge to make these adjustment
  • Possess the accounting skills to book complex adjusting journal entries Possess the accounting skills to roll forward retained earnings/capital
  • Ability to read, interpret and reconcile brokerage statements and make appropriate adjustments to the financial statements
  • Ability to book entries related to investments in partnerships Payroll, bank reconciliations and bill paying
  • A proven record of building profitable, sustainable client relationships (meet clients as needed)
  • Ability to manage with budgetary and time constraints while providing a high-level of client satisfaction
  • Bachelor's degree a plus
122

Senior Client Service Representative Resume Examples & Samples

  • Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to the processing of wires and fund transfers, bill payments, cash movements, gift processing, client database maintenance, preparing required documentation for opening and closing accounts, meeting preparation, and researching a multitude of client issues
  • Addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management guidelines and procedures, promptly escalating issues and/or concerns to management
  • Identifies service efficiency enhancements, process improvements, and facilitates service delivery using creative and proactive measures
  • 3-5 years of experience in client servicing, preferably in a trust, investment or banking environment
  • Knowledge of trust and banking operations and accounting systems usually acquired through related experience necessary to administer complex accounts
  • General business knowledge and familiarity with finance and accounting usually acquired through coursework
  • Analytical, problem solving, and organizational skills are required to identify and resolve account issues
  • Strong ability to create and foster strong relationships with others
  • High attention to details with a strong compliance record in prior position (s)
123

RDS Client Service Representative Resume Examples & Samples

  • Describe product features and provide “how to” support
  • Perform account maintenance functions on the client's retirement accounts
  • Research & resolve client inquiries
124

Client Service Representative With English Resume Examples & Samples

  • Gathers relevant information and inputs the evidence required IT system,
  • Ensures and oversees that referral information/issue is appropriately forwarded to a relevant service/person,
  • English language - fluent (C1)
  • Communication : Speaks and writes clearly and expresses self effectively in English
  • Collaboration: Collaborates with a team to ensure our clients receive excellent service
  • Expresses positive attitudes. Accomplishes team goals
  • Customer Focus: Quickly and effectively solves customer problems. Develops trust and credibility with the customer
  • Professionalism: Acts openly and honestly with a professional and mature manner Job Category: Client Service
125

Tax-client Service Representative Resume Examples & Samples

  • Accounting services, including in-house bookkeeping, Quickbooks consulting, bank reconciliations
  • Preparation of compiled financial statements
  • Preparing tax returns including individual, corporate, payroll, department of revenue, employment security, and labor & industries
  • Work closely with our tax team to provide support for our day to day services to our clients. Provide timely and high quality service to meet our clients' expectations and perform research projects as necessary
  • Five years experience in accounting, including financial statement preparation, general ledger work, adjusting journal entries, payroll reports, sales tax
  • Proficient in Quickbooks and other accounting applications
  • Must be able to work independently, both in the office and at client locations
  • Quickbooks Proadvisor a plus
  • Accounting degree a plus
126

Associate, Client Service Representative Resume Examples & Samples

  • Research and respond in a timely manner to highly complex or large-size clients regarding their needs and interests
  • Understand and assist the client with proxy meeting and market complexities (e.g. SEC regulations, NYSE)
  • Provide timely and accurate updates to clients regarding all inquiries and issues including active updates to projects
  • Coordinate client meetings and business reviews on and off site to build stronger business relationships
  • Coordinate new client conversions and existing client testing
  • Engage clients and assist them through the suite of electronic products the department supports
  • Monitor the effectiveness of systems, policies and procedures and make appropriate recommendations to ensure daily operations are efficient
  • Use experience to support the developmental needs of fellow associates
  • Appropriately communicate and advance external client concern in a fashion avoiding unnecessary personal and client anxiety
  • Minimum of 3 years' experience in a client service and/or sales related role
  • Deep understanding of MS Office suite of products
  • Detail oriented ability to multi-task, and excellent time management and follow-up skills
127

Associate Client Service Representative Resume Examples & Samples

  • Receive inbound calls and tickets from employees with the goal of resolving the enquiry/issue on the first contact
  • Effectively utilize SAP and internal ADP systems and tools to document, troubleshoot and resolve enquiries/issues
  • Monitor & track issues for updates to ensure effective issue resolution
  • Act promptly and effectively within prescribed service levels to ensure World Class Service delivery
  • Manage the customer relationship by effectively identifying sensitive employee concerns and escalating when necessary
  • Provide follow-up on issues in an effective and time sensitive manner
  • Must be able to work a shift sometime between the hours of 8:30 am - 8:00 pm
  • English written and oral fluency
  • Effective communication skills, both written and verbal with superior telephone technique skills
  • Required to be available to work US/Canadian holidays
  • Minimum 1 year experience in a Contact Centre environment (customer service/investigation/troubleshooting position)
  • Proven ability to multi-task, probe, analyze and problem-solve issues
  • Extensive customer service experience with proven skills with conflict resolution
  • Excellent systems navigation skills in a complex multi-program environment
  • Contact Centre hours are between 8:30am-8:00pm
128

Senior Client Service Representative Resume Examples & Samples

  • Support day to day team activities as it relates to client servicing
  • Address client inquiries with timely and accurate responses
  • Liaise with functional support areas to communicate processing requests and\or issue resolution
  • Assist management on ad hoc reporting and project needs
129

Client Service Representative, Consulting Resume Examples & Samples

  • Review of client insurance contracts, amendments SBC’s and other documents, to ensure compliance and appropriate documentation
  • Collect data and documents, review and complete compliance and renewal checklists for assigned clients
  • Interpret plan documents to answer client questions
  • Manage the enrollment portal process (if applicable), meet quality and timing objectives, and effectively communicate resolution of issues
  • Participate in benefits administration client conference calls (if applicable)
  • Work directly with Communications Specialist to develop newsletters/guides and/or highlights brochures, benefit summaries, and enrollment presentations, create other client materials as needed
  • Review and revise benefit materials, communicating benefit updates and changes to clients and their employees
  • Keep all aspects of CRM (Client Relationship Management system) and Trion Issues Management System (TIMS) up-to-date
  • Create and maintain paper and online files for all clients
  • Coordinate special projects, including, dependent eligibility audits, claim audits and benefits statements
  • Coordinate and support needs generated by the Compliance Department such as, but not limited to, review form 5500 data requests
  • Coordinate non-discrimination testing with the Compliance Department
  • Work directly with carriers to resolve disputed claim and eligibility issues for clients and their participants
  • Manage the issue resolution process, meet quality and timing objectives and effectively communicate resolution issues
  • Manage and track stop loss claim reimbursements
  • Answer and respond to in-bound phone calls from participants; make return calls resulting from voice-mail; respond in writing to participant email requests and resolve other participant-level issues as needed
  • Generate and distribute Medicate Part D participant notices to clients
  • Coordinate with Client to ensure Federal Benefit Plan Notices are communicated to employees
  • Prepare the benchmarking analysis for assigned clients based on parameters provided by the Account Manager
  • Analyze impact of new federal and state regulations on clients’ benefits plans and provide guidance to clients
  • Draft renewal and strategy documents and assist in presenting to clients
  • Make decisions concerning open enrollment timing, procedures and documentation
  • Coordinate and conduct open enrollment meetings
  • Manage all activities required to properly implement and service new business
  • Manage vendor relations and activities during plan changes and for ongoing service
  • Manage and prioritize work requests
  • Maintain a client open items log/agenda
  • Bachelor’s Degree, preferably within Risk Management, Insurance, Human Resources or general Business
  • Prior internship or a minimum of 1 year of experience in a benefits brokerage, consulting, or insurance industry is preferred
  • Effective analytical, math and problem solving skills, sound judgment, strong decision making ability, confidence to make difficult decisions and excellent communication skills
  • Must be organized, detail oriented and able to translate big picture ideas into client objectives
  • Active Life and Health License preferred, if not licensed must obtain license within first 90 days of employment
  • Demonstrated ability to provide superior customer service and maintain positive relationships with client contacts
  • Strong organizational, analytical skills and strong attention to detail
  • Effective decision making and problem solving abilities
  • Solid interpersonal, verbal and written communication skills
  • Strong negotiation and persuasion skills
  • Ability to exercise sound judgment and possess confidence to make difficult decisions
  • Ability to translate big picture ideas into client objectives
  • Ability to prioritize projects and meet deadlines
  • Ability to work well independently and as a team member
  • Ability to multitask and successfully operate in a fast-paced work environment
  • Ability to follow through on and successfully execute tasks while adhering to specified quality standards
  • Must be able to effectively interact and deal with people at all levels inside and outside of the Company
  • Aptitude for learning internal systems, applications and internal work flow of the department
  • Must be proficient with the MS Office suite (Word, Excel and PowerPoint)
  • Ability to travel to client meetings at various local and regional locations
130

Lead Client Service Representative Resume Examples & Samples

  • Work with Client's regions Marketing Administrators in the field
  • Help set up new campaigns within DXX which can involve either ordering on behalf of Regional Manager (RM) as dictated by the Marketing staff or RM's ordering direct in the system themselves
  • Work with Business Analysts on lists, outside printer, RM's, and Marketing to secure sign off for production and managing timelines
  • Support hours 8am ET to 7pm ET, M -- F (Rotational basis 8:00am-5:00pm, 9:00am-6:00pm, 10:00am-7:00pm)
  • Proficiency in both the Client Support and Associate Client Support roles; provide additional training and coaching to staff members, and be primary point of contact for Allstate and escalations
  • Expert on technology workflow for Regional Marketing Manager (RMM) campaigns
  • Coordinate with the Strategic Consultant (SC) to execute new requests
  • Work with internal resources and any third party vendor needed to complete campaigns
  • Report back to the open ticket or directly with the SCs on any communication needed from the RMMs
  • Proofing, workflow questions, etc
  • Marketing campaign knowledge
  • Will work with RMM's and listen, understand business use case, timing and consult on best practices
  • Obtain deep understanding of project in order to enter tickets and hand-off to the Product Managers
  • Involved during the work flow process for all communication through approval and request launch
  • As Client Service Rep becomes more familiar with the RMM's and programs you will also work with RMM's for planning and ideas on possible future programs and campaigns
  • Excellent written communication skills
  • Knowledge of Excel, Word and comfort working in a digital environment
131

P/T Client Service Representative Resume Examples & Samples

  • High School Diploma/GED or equivalent
  • Proven decision making skills to choose the most appropriate course of action
  • The ability to integrate new information into problem solving
  • Presenting and explaining fees, including processing payments
  • Managing medical records, charts, reports and correspondence
132

Client Service Representative / File Clerk Resume Examples & Samples

  • At least one year of proven past experience helping customers
  • Excellent listening and communication skills
  • The ability to integrate new information into problem-solving
  • Willingness to work non-traditional hours, including nights, weekends and holidays
  • The ability to lift up to 40 lbs. and be exposed to hazards associated with pets such as allergies, contagious diseases, noises, odors, bites, scratches, and animal waste
  • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms
  • Scheduling and confirming appointments
  • Placing outbound calls for follow-ups and reaching out to prospective clients
133

Senior Client Service Representative Resume Examples & Samples

  • Be the main contact for plan sponsors and financial advisors related to daily administration of retirement plans
  • Ensure e-mails on member questions from the Customer Care Centre are responded as per the service standards
  • Manage with accuracy a high volume of complex administration transactions
  • Ensure service standards are respected under limited direction
  • Respond to complex and/or escalated requests by using judgment within defined practices and procedures
  • Responsible for maintaining daily and monthly control review and managing the team shared email inbox
  • Ensure that all written requests and/or written complaints are analyzed, handled and resolved
  • Ensure corrections are performed on member accounts when applicable
  • Participate in the annual audit activities
  • Provide guidance and assist in the development of junior employees
  • Participate in various team projects and provide input to improve our service and/or efficiency
  • Input data into our Global Administrative system
  • Be informed of all legislative and Internal Quality Process System (QPS) procedure changes
134

Senior Client Service Representative Contract Maternity Cover Resume Examples & Samples

  • Day to day operational account coverage of the prime client base
  • Offering Single point of contact for a dedicated set of clients to be provided by team manager
  • Ensuring relationships are maintained with the dedicated client base and all internal stakeholders
  • Product Coverage
135

Tax-client Service Representative Resume Examples & Samples

  • Accounting services, including in-house bookkeeping and bank reconciliations
  • Weekly payroll processing and bookkeeping
  • Preparing tax returns including individual, property tax, payroll, department of revenue, employment security, and labor & industries
  • Provide timely and high quality service to meet our clients’ expectations and perform research projects as necessary
136

Senior Client Service Representative Resume Examples & Samples

  • Lead the Continual Process Improvement process with the customer, including recommendations for service upgrades
  • Proactively monitor SITA customer services, identify improvement and risk areas and own the various service improvement plans
  • Actively use the intranet CSM Knowledge Base to share key customer documents as required
  • Provide service reports to customers and line management
  • Proactively seek improvements and innovations in the services delivered by SITA
  • Seek feedback from the customer, agree and own customers' Continual Service Improvement Plans (CSIPs)
  • Lead Operation Review Board, Service Performance Review, or any other service related customer meeting in line with contractual obligations and SGS standards
  • Contribute to the growth of both SM and OOB revenue of additional services by network orders from the Service Review Meetings
  • To develop a close working relationship with SITA's account director (s)/manager(s) and to actively contribute with Sales in identifying and winning new customer business opportunities or contract renewals
  • 2 years or more experience in a related role, delivering IT services to internal or external customers
  • 1 year or more experience in a customer facing environment. Working independently
  • Experience in Airline / Air Transport industry is desirable
  • Experience of working in a multi-cultural environment is desirable
  • Experience of working in a process-oriented environment
  • Knowledge and understanding of IT, network and communications protocols
  • Service Management process knowledge (ITIL Service Support & Service Operations)
  • Ability to build relationships with peer and management levels both with clients, vendors and the company management
  • ITIL Service Management Certification as per SGS standards
  • Depending on the solution scope of each customer assignment, specific certifications and in-house education is required
137

Futures & Options & OTC Clearing Client Service Representative Resume Examples & Samples

  • Must be well versed in client execution and clearing, for both futures and derivatives products on global markets
  • Strong communicator and leader, as the function demands frequent interaction with business partners as well as clients
  • Ability to work in a fast paced environment and effectively multitask
  • Ability to act without immediate supervision and have the ability to take ownership of tasks/processes
  • Ability to evaluate the risk elements of such a client facing role and ensure tasks are carried out in a controlled fashion
  • Previous experience with GMI, as well as other systems associated with cleared futures and derivatives
  • Proficient in Microsoft Excel, Word and PowerPoint
  • In-depth knowledge of the listed derivatives market, specifically futures, options and OTC cleared products
  • Knowledge of industry rules and regulations, as well as common street wide business practices
  • Experience working in a global environment with outsourced partners
138

Client Service Representative Prime Brokerage Resume Examples & Samples

  • Be the main point of contact for client/administrator operational queries
  • Trade handling across equity and fixed income PB, including trade capture, trade kick-outs, broker mapping and connectivity issue resolution with clients/administrators
  • Management of client settlement activity, liaising with settlements and clients to resolve any issues
  • Management of client cash activity, authorisations, reporting and query resolution
  • Review client cash balances / portfolios for operational and risk issues
  • Liaise with Citi execution desk on booking issues
  • Documentation and publication of MIS where required
  • Completion of all daily processes and controls including ad-hoc tasks that may be assigned
  • Client service experience essential
  • Understanding of life-cycle of trade processing for significant product type (Equity / Fixed Income / Derivatives). Includes trade capture, settlements and reconciliations for the Equity and Fixed Income Prime Brokerage area
  • Understanding of settlement principles and practices
  • Building positive working relationships and working with team members to understand the root cause of an issue in a timely and effective manner
  • GCE “A” Level standard or equivalent
  • Good numeric skills
  • Industry exams e.g. IAQ module exams or equiv
139

Client Service Representative Referral Lab-afternoon Shift Resume Examples & Samples

  • Location/Facility – Baylor Scott & White Clinic-Temple
  • Specialty/Department/Practice –Referral Lab
  • Shift/Schedule – Full-Time/ Afternoon Shift/ 2pm- 10:30pm
  • Benefits –Our competitive benefits package includes*
  • A minimum of 1 year experience required
140

Client Service Representative, Workforce Now Resume Examples & Samples

  • Uncovers client needs, sources the cause of the issue through the use of effective probing techniques, and provides resolutions ensuring a Stellar Service client experience
  • Creates accurate, reliable, and complete case activity updates suitable for maintaining an accurate knowledge base. Identifies, recommends, or refers any issues or opportunities which arise from client queries, to the appropriate internal ADP Buisness Unit
  • Continually upgrades knowledge and skill base through a wide variety of available resources to ensure familiarity, on appropriate statutory laws, or legislative rulings that impact clients; learns future products and new tools as they are deployed
  • Completes new hire and ongoing training programs as designed. Learns, understands, maintains and contributes to internal support processes. Proactively seek ways to provide a better service experience for clients, recommending enhancements to products and support processes
141

UK Client Service Representative Resume Examples & Samples

  • Own and drive process improvement and team results
  • Demonstrate ability to coach staff
  • Ability to communicate in various formats with seniors and peers (good news, results, issues)
  • Demonstrate influencing and negotiating skills
  • Show ability to develop and leverage network
  • Continually improve the client experience
  • Interact with contacts within corporate clients via telephone, fax and e-mail
  • Respond to client enquiries either with immediate answers (quick-kills) or through tracking the enquiry via internal systems
  • Proactively monitor clients trading activity through the effective use of all systems available to them
  • Take proactive responsibility for the resolution of clients enquiries within the published standards
  • Analyse root-cause of recurring issues through regular review of metrics, and assist in developing programmes for service enhancements arising from these figures
  • Coach others on how to delegate, manage workflow etc
  • Consistently look to assist Section Manager with their workload
  • Represent the department on Client Visits
  • A proven track record of no less than 4 years experience within Financial Services / Banking
  • Experience within Securities Operations would be ideal but is not essential
  • Lean knowledge an advantage
  • Excel, Word, Outlook
  • Must demonstrate a proven track work record
  • Must possess strong interpersonal and communication skills
  • Ability to research and resolve large and complex issues
  • Relevant 3rd level experience
142

Senior Client Service Representative Resume Examples & Samples

  • ITIL Service Management Certification as per SGS standards Depending on the solution scope of each customer assignment, specific certifications and in-house education is required. Specific to CIS - SITA CIS Education program
  • Good knowledge and exposure on Cisco, CCNA, CCNP Certifications. With good experience on Technical side
  • Other SITA CIS (Communication and infrastructure solutions) certifications as per SGS policy (when available) Desktop/EUC
  • SITA EUC (End user computing) (Desktop) certifications as per SGS policy (when available) Specific to PSL
  • SITA PSL (Passenger solution line) certifications as per SGS policy (when available) Specific to GSL
  • SITA GSL (Government solution line) certifications as per SGS policy (when available) Specific to ASL
  • SITA ASL (Airport solution line) certifications as per SGS policy (when available)
  • 2 years or more experience in Airline/Air Transport/ IT/Telecom industry
  • Knowledge and understanding of LAN protocols
  • Ability to support and troubleshoot Ethernet networks
  • Understanding of WAN infrastructure and data communications technologies such as DSL, ISDN, Leased lines, IP VPN, Frame Relay, ATM
  • Knowledge of ITIL, and service management, practices and procedures
  • Ability to support Cisco LAN/WAN Equipment
  • Knowledge and understanding of VSAT required for some regions
143

Senior Client Service Representative Resume Examples & Samples

  • Under minimal supervision, independently review, research, and respond (via phone or e-mail) to unique and non-routine inbound calls, emails, and internet inquiries for clients that require deviation from standard screens, scripts, and procedures
  • Conduct extensive research by reviewing all available internal Mercer resources and external client knowledge to answers inquiries and resolves problems
  • Review and assess client needs. Responsible for outbound call campaigns to qualified external clients to suggest, promote, and sell alternative Information Production Solutions global products and services and enters or confirms sales into tracking systems
  • Independently respond to software training questions from external clients and provide training to clients to assist in understanding analysis
  • Provide guidance to junior customer service representatives on how to respond to client inquiries by sharing extensive knowledge and experience and suggesting responses to resolution of client issues
  • Adapt to Oracle based systems to process client and product order information
  • Convert active leads into sales and solicit participation for compensation and benefit surveys
  • Bachelor's degree is preferred but not required; Associates degree with 5 years of experience is acceptable
  • A minimum of three years customer service experience in a call center required
  • Excellent organizational, time management, verbal, written, interpersonal and business communication skills
  • Good problem solving and judgment capabilities with strong initiative
  • Experience with Oracle Database a plus/preferred
144

Client Service Representative With Spanish Resume Examples & Samples

  • Spanish language – Advanced (B2)
  • English language – Advanced (B2)
  • Organizational Awareness: Understands processes and regulations. Utilizes approved policies and procedures
145

Senior Client Service Representative Resume Examples & Samples

  • Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools
  • 3-5 years Banker and Teller Services Experience
  • Knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience is preferred in order to assist relationship management teams in processing clients servicing needs
146

Assistant Client Service Representative Resume Examples & Samples

  • Provide ITIL-compliant service management to assigned customers
  • Manage any Service Level Agreements (SLA's) for assigned customers and ensure that all contracted/agreed service levels are met for each element of the services delivered
  • Participate in the Continual Process Improvement process with the customer, including recommendations for service upgrades
  • Comply with ITIL processes and practices
  • Provide service reports to customers and line management - Proactively seek improvements and innovations in the services delivered by SITA
  • Participate in Operation Review Board, Service Performance Review, or any other service related customer meeting in line with contractual obligations
  • Hold regular service reviews with service providers, where required, to review the quality of services delivered in support of the assigned contracts and ensure that any Service Improvement Plans (SIPs) required are defined and implemented
  • Escalate operational issues as required
  • Support territory management about Service Management revenue management
  • Support territory management during bid support
  • To develop a close working with internal stakeholders in identifying and winning new customer business opportunities or contract renewals
  • 1 year or more management experience in a customer facing environment. Working independently desirable
  • Experience of continuous service improvement methods
  • Service Management process knowledge (ITIL Service Support & Service Delivery)
  • Knowledge and understanding of IT, network and communication protocols
  • Ability to analyze, draw conclusions, and create recommendations to solve customers' moderately complex problems
  • Ability to build relationships with peer and management levels both with clients and the company management
  • Ability to work under pressure (e.g. during crisis) and multi-task
  • Bachelor's degree in Engineering, Computer Science, Management Information Systems; IT, or equivalent
  • SITA Service Management Certification (ITIL Foundation) preferred
147

Lead Client Service Representative Resume Examples & Samples

  • Excellent knowledge of client service and communication center operations
  • Strong client relations and interpersonal skills
  • Intermediate to expert computer skills
  • Strong supervisory skills
  • Self-starter and team player
  • Strong client service background
  • Ability to lift up to 40 pounds
  • 2 years of supervisory experience in customer service and/or veterinary field
  • Responsible for the day-to-day client service areas of the front office and internally with departmental relations. This includes interviewing, training, coaching, developing, mentoring and disciplinary action as appropriate
  • Direct on-the-job training to develop employee skill sets, advise employees of performance requirements with the standards of client service for the organization
  • Assist Hospital Manager with day to day operations
  • Resolve informal client complaints, maintain and report on these issues to the hospital manager
  • Responsible for the efficient day-to-day running of the front office to include enforcement of policies, procedures and protocols
  • Identify and provide recommendations for potential problems, non-routine situations, work flow processes, and client service needs to the hospital manager
  • Make decisions on behalf of the department utilizing good judgment, which demonstrates the best interest of the hospital and the clients
  • Coach employees and direct reports
  • Assist in the development and delivery of employee evaluations for the front desk with hospital manager
  • Assist in the development, implementation and maintenance of reporting tools and queries needed to manage the business
  • Handle communication of financial information to clients and doctors
  • Act as a liaison between front office and other department supervisors
148

Client Service Representative Keystone Resume Examples & Samples

  • High school diploma or equivalent is required; college degree is preferred
  • 1 + years’ of experience working in customer service; commercial lines insurance for a carrier or broker is preferred
  • Prior knowledge of commercial insurance industry preferred
  • Excellent communication and time management skills to effectively service customers
  • Must be a self-starter and have the ability to multi-task, be detailed and meet deadlines
149

Trading & Client Service Representative Resume Examples & Samples

  • Directly responsible for placing trades for customers over the telephone using desktop trading products
  • Work with margin accounts and review buying power as well as maintenance levels
  • Proven experience in desktop trading tools
150

T Client Service Representative Resume Examples & Samples

  • Compassion for pets and people—as well as awareness and understanding of others’ reactions
  • Recommending, selecting, and obtaining products and services, including prescriptions
  • Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control)
  • Hospital maintenance (including removal of animal waste) and ensuring that facility is neat and clean at all times—both inside and outside
151

Audit Client Service Representative Resume Examples & Samples

  • Minimum ten years general ledger and current audit experience
  • A Bachelors degree in Accounting or related field
  • A proven record of simultaneously managing multiple projects and engagement teams for various clients
  • Attention to detail and organization is crucial
152

Sales Planner / Client Service Representative Resume Examples & Samples

  • Provides sales packages and support to sales staff - through communication with management and account executives, this position establishes client needs and packages the content
  • Utilizing PowerPoint/Photoshop, develops sales decks/1-sheets promoting sales opportunities
  • Aggregates, analyzes and disseminates NSI rating information with regards to our local programming as well as competitive marketplace
  • Augments the sales process to grow revenue
  • Supports sales efforts performing various tasks as needed - (video clipping, image editing, website support etc...)
  • Works with production team to provide added-value elements to clients and show proof of performance once elements air
  • Provide proof of performance to sponsorship
  • This position requires some previous office experience - sales support experience highly preferred
  • Experience in a related area is preferred
  • A Bachelor’s degree is a plus
  • Nielsen Station Index (NSI) Ratings knowledge is a plus
  • Great verbal and written communication skills are necessary
  • Excellent data entry skills,proficient in Microsoft Suite including Word, Excel PowerPoint and Outlook
  • Photoshop, NSI Ratings and Wide Orbit knowledge is preferred
  • Strong interpersonal skills with a proven ability to work both as a member of a team as well as individually
  • Impeccable organizational skills are mandatory - the ability to multitask and perform effectively in a high pressure environment is also required
153

Senior Client Service Representative, Custody Resume Examples & Samples

  • Field and respond to client inquiries and escalated issues and serve as the point person for senior level client contacts
  • Coordinate and follow up on client meetings and deliverables
  • Exhibit a sound understanding of BBH products and services
  • Serve as a key point of contact for external clients with regard to daily servicing inquiries
  • Develop key internal relationships to proactively aid in the resolution of client issues
  • Complete monthly client reporting requirements
  • Assist in maintaining and reporting on client service related metrics
  • Participate in team based project work and audits
  • Monitor receipt of all client documentation (tax, KYC, account information, authorized signers, etc.) and analyze exposure of missing documentation to BBH/client
  • Ensure proper escalation and follow through on claims payments and invoice collection
154

Senior Client Service Representative Resume Examples & Samples

  • Client Servicing and Inquiry Response
  • Proactively respond to client inquiries on a daily basis
  • Work effectively with internal departments to prioritize client requests, deliverables and issue resolution
  • Oversee the accuracy of accounting records of commingled asset portfolios
  • Complete non straight through processing items requiring research and/or client contact, ensuring transactions are processed correctly
  • Analyze the processing of security and cash transactions for quality and escalate discrepancies based upon predetermined tolerances
  • Perform review and reconciliation of daily transactions, ensuring accurate calculation of Net Asset Value
  • Ensure daily, accurate, and timely valuation of all assets within assigned portfolios
  • Prepare and reconcile monthly accounting proof packages
  • Participate in projects including the coordination of audits and risk reviews
  • Assist senior team members in the preparation and implementation of client conversions
  • Introduce and familiarize clients with new technology, automation tools and products
155

Lead Client Service Representative Resume Examples & Samples

  • Bachelors Degree
  • Minimum 8 years’ experience in fund accounting or global custody in financial services industry
  • Prior experience in auditing is a plus
  • Experience handling Hong Kong domiciled funds is a must
  • Mandarin language skill is preferred
156

Non-registered Client Service Representative Resume Examples & Samples

  • Answer telephones and screens calls for financial advisors
  • Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries
  • Prepares letters, forms and spreadsheets to assist with servicing existing clients and prospecting for new clients
  • Maintains databases and creates reports using portfolio software programs
  • Assists financial advisors with marketing efforts including seminars, etc
  • Trains other service associates when needed
  • Supervises other support staff when needed under direction of supervisor
  • Cross-trains on other operational functions and performs back-up in these areas as needed
  • Must project an excellent customer service attitude
  • Good interpersonal skills to deal with clients, financial advisors and other staff
  • Strong written and verbal communication skills sufficient to deal with financial advisors, clients and other staff
  • Professional and pleasant appearance and demeanor to work with clients
  • Ability to work under pressure and meet daily deadlines
  • Good organizational skills to be able to prioritize tasks
  • Good analytical skills to be able to research account information
  • Mathematical abilities sufficient to process account and transaction information
  • Ability to operate general office equipment (copier, fax, etc.)
  • Computer skills adequate for creating/maintaining databases and the ability to learn various software packages
  • At least 5 years securities industry or related work experience preferred
157

Senior Client Service Representative Resume Examples & Samples

  • Build Service Excellence
  • Understanding and technical knowledge of the various Broadridge Investment Management Solutions ("BIMS") functions
  • Working knowledge of BIMS applications (or Third Party platforms such as OMS/PMS, reference Data products, Market Data Products and reporting solutions) to be able to understand, troubleshoot, and maneuver through the application so that the problem can either be corrected or explained to the proper department for resolution
  • Understanding of financial markets, trading and risk management
  • Knowledge of wealth/asset management industry
  • Ability to test both front-end and back-end components independently
  • Experience testing in a multi-tiered application environment, diagnosing and resolving complex test environment configuration issues
  • Ability to adapt to changing needs in a dynamic environment
  • Ability to work with other Broadridge departments on a variety of issues
  • Organized and pays close attention to detail
  • Ability to think creatively and test in an exploratory manner
  • 1 to 5 years of experience in client services
  • Prior experience or knowledge of OMS/PMS systems, Reference data, and Portfolio Accounting Systems including Sungard VPM
  • Financial services software application experience preferred
  • Computing or Finance degree
  • Proficient in any following technologies: C#,VB, SQL, Shell scripts
158

Client Service Representative, Trust Resume Examples & Samples

  • Process a multitude of daily account maintenance activities including initiating transactions to transfer cash via wire, ACH and/or internal transfers between accounts; process discretionary payments per terms of the trust; set up and maintain recurring payments and profiles for transferring cash and bill payments; confirm check status, process stop payments, and print/mail remittances; review incoming wire activity; open new trust and investment accounts; process distributions and closing accounts; and reconcile asset transfers after distribution
  • Prepare and complete business related forms and tasks, as needed, including preparing letters of direction; set up fees and monitor monthly; process gifting requests; research cost basis; retrieve required minimum distribution report and prepare client letters; retrieve tax registers/letters; set up statements and submit additional funding requests
  • Develops a strong knowledge of the various business applications critical to client and account servicing, including client’s on-line tools
  • Where appropriate, strives to identify service efficiency and delivery enhancements, as well as process improvements
  • Keeps abreast of new or existing Northern Trust and Wealth Management products, services and compliance requirements
  • Minimum of 1-2 years experience in client servicing is ideal
  • A College or University degree is preferred
  • Ability to work in time-critical environment
159

Tax-client Service Representative Resume Examples & Samples

  • Minimum ten years general ledger
  • Attention to detail and organization is crucial
  • Well versed in the lifestyle and culture of France
160

Technical Client Service Representative Resume Examples & Samples

  • Act as the primary interface to the assigned customer(s) dealing with all customer service matters and escalations. Actively manage any customer major incidents or potential major incidents, contribute in technical troubleshooting, ensuring that SITA always meets the agreed service commitments
  • Proactively identify and analyze trends, anticipate customer technical evolution, make recommendations and resolve complex technical issues and changes
  • Provide change management technical validation; contribute to the customer operation configuration design & review (preparation, configuration and acceptance testing; perform design and configuration appraisal & audit); provide technical implementation advice and support to Delivery as needed
  • Manage any Service Level Agreements (SLA's) for assigned customer, by driving the coordination of activities across SITA's Business Units and SITA's service providers, to ensure that issues adversely affecting the delivery of service or affecting customer satisfaction are dealt with speedily and effectively
  • Proactively monitor SITA customer services, seek improvement and innovations in the services delivered by SITA, identify risk areas & mitigation plans; own the Continual Service Improvement Plans (CSIPs), including recommendations for service upgrades
  • Ensure preventive actions such as annual MCS failover testing is carried out
  • Comply with SITA Service Management standards, ITIL processes and practices as defined in the Customer Governance, including
  • 3-5 years of experience managing or supporting complex global network environment
  • 2 years or more experience in global enterprise environment
  • 2 years or more experience in a customer-facing role
  • In-depth understanding of network operations, and advanced level of knowledge of Cisco Routing and Switching
  • Strong client service management skills, with superior communications, analytical and problem solving skills
  • Experience in NPM (Network Performance Monitoring) and APM (Application Performance Monitoring)
  • Good knowledge on configuration and management of Cisco (routers, switches, ASA, CUCM, etc) and Riverbed products (SteelHead, SteelCentral, etc)
  • Solid understanding of IPVPN based on MPLS, in-depth knowledge of routing protocols, i.e. BGP, EIGRP, OSPF, RIP, ISIS, etc
  • Understanding and experience with switching protocols (e.g. STP, PVST+, RSTP, MST, VRRP, HSRP, GLBP) and voice solutions (e.g. Cisco IPT, MS Lync)
  • Ability to analyze, draw conclusions and propose recommendations to resolve customer’s moderately complex problems
  • ITIL service operations and service delivery knowledge
  • Ability to build relationships with peer and management levels both with clients and within SITA
  • Ability to troubleshoot complex multi-vendor environment VPNs
  • Cisco CCNP qualification or CCNP equivalent experience. Ideally, CCIE
  • Riverbed RCSP (WAN optimization, APM, etc) qualification or RCSP equivalent experience
  • ITIL Service Management (Foundation) is advantageous
161

Markets FX Prime Brokerage Client Service Representative VP Resume Examples & Samples

  • Respond to client queries and act as a single point of contact for customers
  • Ensure Middle Office is servicing clients correctly and accurately. Stepping in when needed
  • Act as a mentor to junior members (middle office)
  • Monitor client and counterparty trade activity against available credit and product limits. Responding in a quick and accurate manner to reduce risks
  • Be customer focused and responsive to ensure a high level of client satisfaction (best in-class), building and maintaining relationships, looking for new growth opportunities
  • Be a part of ongoing customer reviews
  • Be an expert in PB transaction process flow. Look to improve existing flows
  • Partake in client solutions, be that from new sales or existing business
  • Administer appropriate levels of extended credit via all potential channels
  • Support the billing process by ensuring Citi is paid in good time
  • Understand fully how Citi’s margin platforms work as to competently handle client queries
  • Understand client and business reporting
  • Be part of any new sales pitches, as required
  • Be able to understand and explain changes in market regulatory landscape
  • Work effectively with other functional areas within and outside of FX
  • Execute FX transactions with traders on behalf of Prime Brokerage customers
  • Cover unexpected events by demonstrating flexibility to core working hours
  • Prior FX and/or FX Prime Brokerage work experience
  • Knowledge of the Traiana / Harmony / Netlink applications
  • Understanding of high frequency trading, broker/dealers and hedge fund operations, credit and margin
  • Comprehensive understanding of Regulations
  • Mature and ability to work independently and under pressure
  • To identify areas of potential risk
  • Think outside of the expected role requirements to add value
  • Educated to degree level preferred
  • Customer focused attention to detail and accuracy
162

Temporary Client Service Representative Resume Examples & Samples

  • Maintains, updates, and orders courseware materials
  • Prepares individual pilot training materials in a welcome packet prior to arrival
  • Prepares completed/graduation certificates for assigned customers, obtains required signatures and ensures the documents are mailed to FAA and customer in a timely manner
  • Maintains record keeping and filing systems; classifies, sorts and files correspondence, training records and other documents
  • Assists in updating and maintaining customer database in Salesforce
  • Handles customer check in process. Includes creating security badges and identification verification and copies for files
  • Creates invoices and collects payment. Prepares and delivers customer sales orders in INFOR and records payment transactions
  • Makes customer hotel, transportation, and car rental reservations
  • Emails course confirmations with invoicing to customers
  • Receives and screens visitors and telephone calls, routes to appropriate individual across training center locations or takes messages
  • Ensures customers, visitors and employees are handled in a professional and courteous manner
  • Provides information and assistance whenever possible
  • Performs miscellaneous office tasks. Makes copies, orders supplies, snacks, and office equipment to maintain inventory
  • Ensures that all customer amenities are fully stocked at all times
  • Performs general maintenance of the facility to include light housekeeping
  • Assists instructors, managers, employees and customers with general needs or tasks
  • 3 years of general office/customer service experience
  • Must have knowledge of commonly used concepts, practices and procedures within an office environment
  • Must have excellent written and verbal English communication skills
  • Must be professional, reliable and friendly and have excellent customer service skills
  • Must have the ability to follow instructions
  • Must have excellent organizational and time‐management skills
  • Ability to self‐initiate and work within deadlines. Must be flexible and able to adapt to changing priorities
  • Strong knowledge of Microsoft Office suite
  • Experience with Salesforce preferred
163

Senior Client Service Representative, Custody Resume Examples & Samples

  • To act as the primary point of contact for all custody related queries from the Investment Manager
  • Responsible for maintaining and enhancing service provided to the Investment Manager
  • Ownership, management and resolution of all Investment Manager queries
  • Awareness of transition activity linked to the Investment Manager
  • Identifies and manages resolution of service delivery root causes
  • Initiates frequent, proactive communication with the Investment Manager daily contacts to verify perceived levels of satisfaction and demonstrate proactive service
  • Participates in Service Reviews as required
  • Maintain and monitor all client data and standing instructions
  • Monitoring and resolution of cash and stock exceptions
  • Ensure day to day funding requirements are in line with client standing instructions
  • Acts as an authorisation point within the team for foreign exchange and cash payment transactions
  • Resolves all ASL situations in a timely manner
  • Ensure compliance with all NT risk policies and adherence to ‘Best Practice’ documents
  • Coordinates / manages sub-account openings as directed by the Investment Manager
  • A College or University degree and Global Custody operational knowledge with proven Client Service expertise is required
  • Excellent oral and written communication skills are required
  • Ability to facilitate discussions and reach decisions
  • Technically sound in area of expertise with broader knowledge of other business areas
  • Ability to work under pressure to achieve the multiple daily deadlines for client deliverables, with a mature approach
  • Strong written and oral communication skills essential to the role
164

Temporary Client Service Representative Resume Examples & Samples

  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture
  • Effectively respond to internal and external client inquiries via phone and written correspondence within required timelines
  • Document all verbal and written communication in appropriate systems and locations
  • Manage deadlines and work within allotted timeframes
  • Educate clients in document compliance processes and procedures
  • Adhere to strict audit procedures to ensure confidentiality of client information
  • Proactively manage client’s inquiries by monitoring and resolving issues and requests
  • Demonstrate the ability to recognize sales opportunities and communicate these opportunities to the DCS Manager and/or Ascensus Sales Representatives
  • Resolve all issues relating to client inquiries by working with necessary Ascensus staff and continuously following up on status until resolution is communicated to the client
  • Demonstrate the ability to identify, review and analyze discrepancies and questionable procedures within the unit and division by proposing written and verbal resolutions
  • Make outgoing client calls to obtain missing information or to obtain clarification of client’s intent
  • Develop and expand qualified plan knowledge by attending Ascensus document training, reading Ascensus manuals and publications, and other items as directed
  • Two year degree or equivalent work experience. Bachelor’s degree in Business, Finance or related field preferred
  • Customer service and account management experience required
  • Experience with PCs and MS Office software applications
  • Detail oriented with strong organizational and time management skills required
  • Ability to handle multiple priorities and meet deadlines in a fast paced environment
  • Ability to communicate effectively, verbally and written, to all levels within Ascensus
  • Ability to work extended hours as required in order to meet business needs
165

Area Client Service Representative Resume Examples & Samples

  • Completes release of information requests including retrieving patient’s medical chart and returning chart, scanning medical record accurately and correctly and transmitting daily, according to requests, established procedures, and established standards of quality and productivity
  • Date stamps all requests and highlights pertinent data to facilitate processing
  • Validates requests and authorizations for release of medical information according to established procedures
  • Performs quality checks on all work to assure accuracy of the release, confidentiality, and proper invoicing
  • Maintain equipment in excellent operating condition (inside and out) and troubleshoot equipment issues with assistance from the Help Desk department
  • Provides excellent customer service by being attentive and respectful; insures understanding of customer request and follows-through as promised; and being proactive in identifying client concerns, or problems
  • May receive incoming requests including opening mail, assisting walk-ins and telephone inquiries, and retrieving facsimile inquiries, depending on the needs to the client
  • Maintains a neat, clean, and professional personal appearance and observes the dress code established
  • Maintains a clean and orderly work area, insures that records and files are properly stored before leaving area, insures adequate supplies to meet customer requests
  • Maintains working knowledge of the existing state laws and fee structure
  • Complete and send in SWAR weekly activity reports at the end of each payroll cutoff
  • Notify Manager if unable to adhere to daily schedule
  • Works within scope of position and direction; willingly accepts assignments and is available to take on additional facilities or help out during backlogs
  • Carries out responsibilities in accordance with Company and client/site policies and procedures, including HIPAA, state/federal regulations related to operations, and labor regulations
  • Maintains confidentiality, security and standards of ethics with all Company and medical records information including during transport, storage and disposal
  • Work with privileged information in a conscientious manner while releasing medical records in an efficient, effective, and accurate manner
  • Performs other tasks as assigned including but not limited to the requirement to work at facilities in close proximity to your principal place of business as directed by the Manager when business needs dictate
  • A High School Diploma or GED is required
  • Must be able to communicate effectively in the English language
  • Prior experience in a medical office or medical records department
  • Must have strong computer software experience – general working knowledge of Microsoft Word and Excel required
  • Must be willing to travel to various client sites throughout the day
  • Excellent organizational skills a must
  • Must be able to type 50 wpm
  • Must be able to use fax, copier, microfilm machine
  • Must be willing to learn new equipment and processes quickly
  • Must be self-motivated, a team player
  • Must have proven customer satisfaction skills
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Senior Client Service Representative Resume Examples & Samples

  • Exercises sound judgment and critical thinking skills in the execution of job duties and knows when to ask for guidance and/or share information with supervisor and/or manager for uncommon ROI requests. 
  • Works with Supervisor to develop guidelines and best practices that increase efficiency and productivity. 
  • Assists with the training of Client Service Representatives throughout the region and provides coverage in the event of backlogs, illness, vacation, or leave of absence. 
  • Serves as knowledge resource for Client Service Representatives. 
  • Completes release of information requests including retrieving patient’s medical charts and returning charts, copying/scanning medical records accurately and correctly, according to requests, established procedures, and established standards of quality and productivity; and electronically transmits medical record to processing operations. 
  • Reviews the accuracy of scanned documents and ensures documents reflect the details specified by the requestor. 
  • Assists with QIs, and QAs as directed by Supervisor and/or Manager. 
  • Performs quality checks on all work to assure accuracy of the release, confidentiality, and proper invoicing. 
  • Validates requests and authorizations for release of medical information according to established procedures and HIPAA guidelines. 
  • Maintain equipment in excellent operating condition (inside and out) and troubleshoot equipment issues with assistance from the Help Desk department. 
  • Remains abreast of processes and procedures for installing applicable Company operational software. 
  • Demonstrates proficient knowledge of esmartlog, smartlink, rep on line and other work tools and software. 
  • Generates reports from e-smartlog, rep on line and other tools and software as directed by Supervisor and/or Manager. 
  • Submits weekly reports as directed by Manager. 
  • Maintains working knowledge of the current state laws regarding fee structure, and HIPAA regulations as well as facility policies and procedures in regards to release of information. 
  • Ability to maintain regular attendance and punctuality as scheduled. Notifies Supervisor and/or Manager if unable to adhere to daily schedule. Page 2 of 3 11/6/15 
  • Demonstrates helpful and effective telephone etiquette and customer service skills by providing appropriate information to callers. 
  • Provides excellent customer service by being attentive and respectful; insures understanding of customer request and follows-through as promised; and being proactive in identifying member concerns, or problems. 
  • Maintains a neat, clean, and professional personal appearance and observes the dress code established. 
  • Maintains