Client Support Representative Resume Samples
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Client Support Representative Resume Samples
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TO
T Osinski
Tremayne
Osinski
4462 Abernathy Radial
Detroit
MI
+1 (555) 139 2756
4462 Abernathy Radial
Detroit
MI
Phone
p
+1 (555) 139 2756
Experience
Experience
San Francisco, CA
Client Support Representative
San Francisco, CA
Lueilwitz, Friesen and White
San Francisco, CA
Client Support Representative
- Open cases, manage incidents and provide technical assistance
- Work closely with Account Managers to provide support for various client projects across Meltwaters proprietary software platforms. ?
- Work closely with Account Managers to provide support for various client projects across Meltwaters proprietary software platforms
- Work closely with Account Managers to provide support for various client projects across Meltwaters’ proprietary software platforms
- Provides quality first tier support, including assistance with service features, reports, and payment inquiries
- Work with development team in testing new installs for add-on sales, creating Microsoft batch files, VBScript files and testing software
- Strong working knowledge of CRM platform (Salesforce), especially case management is a plus
Boston, MA
Client Support Representative Level
Boston, MA
Schulist-Treutel
Boston, MA
Client Support Representative Level
- Client Services is a client facing communication point with key decision makers. The relationships we build and the service we provide directly impact client satisfaction
- This challenging role provides you with the opportunity to work with multiple teams both internal and external to Fiserv
- Provide exceptional customer service to both internal and external clients
- Provide business and some technical support to address client questions on functionality and usage of the suite of products
- Analyze, troubleshoot and resolve reported problems, which may involve replication and testing efforts to resolve
- Conduct system evaluations to determine client workflows, documents and procedures to verify proper product usage
- Effectively interact and communicate with others in the organization the nature of the client’s issue/problem
present
Phoenix, AZ
Client Support Representative, Level
Phoenix, AZ
Hartmann Inc
present
Phoenix, AZ
Client Support Representative, Level
present
- Supporting our software clients to ensure they are using the software efficiently and seeing value is an extremely important position at Raddon
- Testing enhanced and changed software programs
- Recreating and researching client issues for internal software developers
- Managing and maintaining a successful resolution on all client requests
- Documenting all call related activity for case tracking to ensure proper handling and follow up
- Under general supervision answers questions and resolves client issues relating to the eServices and other related products
- Provide first point of client contact through phone or web support. Research and problem-solves to determine resolutions to reported problems. Build and maintain high-level client satisfaction that is measured via the annual survey. Goals for call responsiveness are set for the Division and apply to this function
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of Illinois at Chicago
Bachelor’s Degree in Business
Skills
Skills
- Ability to quickly learn new software applications
- Display dependable, punctual and professional demeanor
- Strong problem-solving and analytical skills with an aptitude for identifying quality and continuous improvement opportunities
- Ability to learn new skills quickly
- Maintain proficient knowledge of all product and service changes
- High level of professionalism with ability to work with creativity and latitude under general supervision
- Ability to work productively in a fast-paced, deadline-driven environment while exercising professionalism in communication with clients and management
- Excellent level of proficiency in written & spoken English
- Basic knowledge of Microsoft Word, Excel and inventory management system
- Strong organizational skills; attention to detail
15 Client Support Representative resume templates
Read our complete resume writing guides
1
Client Support Representative Resume Examples & Samples
- Basic computer skills, internet fluency, and 60 WPM typing speed
- Previous customer service experience an asset
- Strong communication skills, written and conversational
- Able to work with multiple communication styles
- Able to multitask effectively in a fast paced, dynamic environment
- Maintains poise in difficult situations
- Eager to learn and consistently develop yourself
- Attentive and able to retain a constant flow of information
- Solid understanding of both local and global pop culture
2
Client Support Representative Resume Examples & Samples
- Associates degree or three years technical support experience
- Ability to quickly learn new software applications
- Superior email and phone communication skills with a flair for customer service
- Strong problem-solving and analytical skills with an aptitude for identifying quality and continuous improvement opportunities
- Excellent organizational and time management skills with the ability to manage and prioritize workload toward ensuring a consistently high level of client service
- Proactive, cooperative and adaptable to rapidly changing deadlines and priorities
- High level of professionalism with ability to work with creativity and latitude under general supervision
- Team focus and desire to work with peers and management to achieve common goals
- Timeliness, including the ability to produce work within the average range of peers and to report to work and begin on time, respecting expected work hours
- Proficiency with MS Excel and a variety of Internet browsers
- Experience with Salesforce.com
- Experience in a SaaS environment
- Experience in K-12, Higher Education and/or Government industries
3
Client Support Representative Resume Examples & Samples
- Extensive product knowledge
- Accurate and detailed
- Provides general & billing related phone support on a daily basis that includes
- Accurate and detailed account management
- Process moderation reports
- Proactively contributes to regular team meetings and learning and development sessions. Actively protects and seeks to enhance team culture
- Previous customer service experience required
- Typing speed: 40wpm
- Strong communication skills – written and conversational
- Strong interpersonal skills – able to work with multiple communication styles
- Ability to multitask effectively in a fast paced, dynamic environment
- Shows strong judgment with a focus on customer satisfaction
- Eager to learn and consistently develop
4
Client Support Representative, Consultant Resume Examples & Samples
- Accurately document and manage between 15 and 20 cases
- Support and troubleshoot the following interfaces and utilities
- College associate in Business Administration or three years minimum experience in processing, underwriting, and closing of mortgage loans
- Ability to multi-task while working with multiple cases and clients while continuing to provide the highest level of client service
- Strong Analytical capabilities
- Excellent communications and written skills
- Hours are 11:00am - 8:00pm
- Ability to travel 5% within the United States
5
Client Support Representative Resume Examples & Samples
- Responding to client (end-user) questions/inquiries via telephone, email, and (in the future) chat in a complete, accurate, and timely manner in accordance with service level standards (SLAs)
- Troubleshooting client issues and resolving or escalating appropriately
- Managing occasionally unhappy client interactions and de-escalating emotionally charged situations when necessary
- Balancing service-delivery efficiency with quality of care
- Continuous process improvement, looking for smarter and better ways to serve clients
- Ongoing education and skill-building (self-administered as well as centrally administered) with respect to service process, investing, product, and customer context
- Ad hoc projects designed to leverage product/client knowledge while gaining exposure to other areas outside of customer service
- Providing feedback to sales and product teams regarding potential business opportunities and product innovations, based on insights gained through service interactions with clients and analysis of support data/logs
- Participating in the onboarding/training of new CSRs and other new hires who can benefit from product and client understanding
6
Client Support Representative Resume Examples & Samples
- Communicates with all departments within the Distribution Center as well as field sales associates
- Serves as liaison between customers and field sales associates
- Makes suggestions and recommendations to Supervisor/Manager in an effort to continually improve customer service operations - Business Process Improvements
- Complies with all appropriate policies, procedures, safety rules and regulations
- Ability to resolve customer issues quickly and creatively in order to improve customer satisfaction
- Familiarity with ABC products, services and pharmaceutical distribution operations
- Strong organizational skills; attention to detail
- Basic knowledge of Microsoft Word, Excel and inventory management system
- Pharmaceutical distribution or health care related experience preferred
7
Bluemix Client Support Representative Resume Examples & Samples
- Basic knowledge in performing problem determination
- At least 1 year experience in proven oral and written communications with clients or executives
- At least 2 years experience in analyzing technical issues in products and work with development on solutions
- Basic knowledge in online registration and/or billing systems
- At least 1 year experience in performing problem determination
- At least 1 year experience in online registration and/or billing systems
8
Client Support Representative Resume Examples & Samples
- 2 -4 years of Call Center/Customer Service Experience
- Microsoft Office Experience (Excel, Word, Internet Explorer)
- Working knowledge of personal computers and Internet - SalesForce, or any other CRM experience preferred
9
Client Support Representative Resume Examples & Samples
- Provides quality first tier support, including assistance with service features, reports, and payment inquiries
- Utilizes tools and systems proficiently to document activity and effectively troubleshoot and resolve issues
- Must have High school diploma or GED equivalent with knowledge, experience and skill set equivalent to the experience of 1 year of post high school education
- Prefer schooling have an emphasis in business, customer service and/or computer technology
- Ability to work in a fast-paced environment, handling multiple priorities
- Must be proficient with Microsoft Application Software (i.e. Word, Excel, etc.)
- Preferably have one or more years of customer service experience in a phone environment
- Must possess excellent written and verbal communication skills
- Ability to communicate with individuals at all levels of an organization
- Strong one-on-one interpersonal skills
- Ability to set priorities, meet deadlines and work independently
- Ability to work in a team environment and be open to change
- Must be able to maintain confidentiality
- Ability to pass a background check
10
Client Support Representative Resume Examples & Samples
- Provides quality first tier support, including assistance with service features, travel, document processing and payment inquiries
- Job requires working on a personal computer an average of 7.5 hours per day
- Job requires frequent communication via telephone, e-mail and fax
- Flexibility in job schedule to accommodate a 24/7/365 support desk
- Maintain working knowledge of Concur products, including new releases and products
- Maintain accurate, high quality and timely documentation of case notes in order to resolve client issues and questions
11
Client Support Representative With German Resume Examples & Samples
- Resolve straight-forward cases immediately; determine resources required to resolve more complex cases
- Troubleshoot cases and follow appropriate documentation steps to annotate all activities undertaken in order to resolve
- Train customers on basic production functionality
- Interface with other Concur departments as necessary to resolve customer issues and contribute knowledge-base information regarding Concur products or issues about Concur products
- Test new product functionality as needed
- LI-JS1
12
Commercial Cards Client Support Representative Resume Examples & Samples
- Deliver an ultimate experience by providing professional, attentive and accurate navigational and technical support to our business customers
- Respond to customers by providing information, understanding needs, offering solutions, and taking accountability for the resolution of customer concerns
- Take ownership of customer problems at first point of contact, applying the four essentials of Customer Care
- You will demonstrate the four essentials of customer / colleague care at all times and ensure customers receive optimal service at a level that meets their needs, personally or by referring them to the appropriate partner (internally or externally)
- Contribute to meeting team plans and related activities
- Ensure that personal goals are achieved
- Participate in creating/maintaining a positive team environment where team members give each other support, promote good morale and co-operation
- Strong verbal and written communication skills are essential
- Professional telephone manner
- Ability to demonstrate empathy
- Solid multi-tasking ability with above average keyboarding and internet / computer navigation skills for searching on-line client data and product information while simultaneously conversing with client
- Strong attention to detail and problem resolution skills
- Minimum High School Diploma (Post-Secondary Education Preferred)
- Be fluently bilingual in both French and English, written and spoken (Preferred)
13
Client Support Representative Resume Examples & Samples
- Bills & Invoices
- Business Documents
- Card Manufacturing and Personalization
- Checks & Explanation of Benefits
- Commercial Printing
- Direct Marketing Services
- Digital Document Services
- Office Supplies & Equipment
- Statements
- Tax Forms
- WC3 Client Portal
- Generally a four year degree in Business or related experience is preferred
- Minimum two years of experience supporting large key accounts required
- Excellent math and Excel skills to provide client quotes, billing and reconciliation
- Excellent PC skills with detailed use of Word, Excel and PowerPoint a must
14
Client Support Representative, Mortgage Resume Examples & Samples
- Work on product support cases over the phone for clients using EasyLender Mortgage
- Accurately document and manage concurrently between 15 and 20 cases
- Have the ability to troubleshoot, analyze and recreate issues for problem solving and determine root cause
- Review and provide feedback on documentation for example but not limited to Release Notes, User guides and educational material
- Be able to validate new functionality and changes made to new version of the software
- Deliver on commitments to our clients and each other by following the Fiserv Values
- Earn client trust every day
- Create with purpose
- Inspire and achieve excellence
- Do the right thing
- Deliver on the promise of one Fiserv
- Additional responsibilities as directed by management
- Minimum 3 years of experience in processing, underwriting, and closing of mortgage loans which include but not limited to Conventional, FHA, VA, HELOC or second mortgage
- Ability to work productively in a fast-paced, deadline-driven environment while exercising professionalism in communication with clients and management
- Ability to multi-task while working with multiple cases and clients while continuing to provide the highest level of client service
- Strong Analytical capabilities
- Excellent communications and written skills
- Ability to travel 10% within the United States
15
Client Support Representative, Commercial Resume Examples & Samples
- Work on product support cases over the phone for clients using EasyLender Consumer/Commercial IDM
- Accurately document and manage concurrently between 15 and 20 cases
- Have the ability to troubleshoot, analyze and recreate issues for problem solving and determine root cause
- Review and provide feedback on documentation for example but not limited to Release Notes, User guides and educational material
- Be able to validate new functionality and changes made to new version of the software
- Deliver on commitments to our clients and each other by following the Fiserv Values
- Earn client trust every day
- Create with purpose
- Inspire and achieve excellence
- Do the right thing
- Deliver on the promise of one Fiserv
- Additional responsibilities as directed by management
- Minimum 3 years experience in processing, underwriting, and closing of Consumer and Commercial loans which includes but not limited to Titled, UCC, Real Estate, Asset Based, HELOC and second mortgage
- Ability to work productively in a fast-paced, deadline-driven environment while exercising professionalism in communication with clients and management
- Ability to multi-task while working with multiple cases and clients while continuing to provide the highest level of client service
- Strong Analytical capabilities
- Excellent communications and written skills
16
M HIS Client Support Representative Resume Examples & Samples
- Bachelor’s Degree or higher from an accredited university
- Minimum of one or more (1+) years of experience with MS Windows including MS Office
- Minimum of one or more (1+) years of experience with internet based applications
- Minimum of two or more (2+) years of experience in technical support or other related experience in software or support preferred
- Experience with databases, high proficiency with MS Excel, and basic proficiency in SQL are preferred
- Must be diligent regarding detail and accuracy in all aspects of User Account Maintenance
- Reasoning, acumen, and analytical thinking are required
- Required are strong prioritization skills as well as the ability to act with urgency but not hurriedly
- Must possess strong organizational skills
- The successful candidate will exhibit strong teamwork & collaboration, interpersonal skills, professionalism, sound judgment, dependability, and a strong work ethic
17
Client Support Representative, With French Resume Examples & Samples
- Document appropriate details of inquiry, notifies customers according to notification schedules and takes timely action including follow-up calls on cases as necessary and escalating appropriately as determined by call flow processes
- Utilizes tools and systems proficiently to track activity and insure knowledge base integrity and utilization
- Provides additional duties as deemed necessary to achieve and produce a high quality support solution
- Be aware of, and comply with, all corporate policies
- Job requires frequent communication via telephone and e-mail
18
Client Support Representative Resume Examples & Samples
- Responding to inbound complex critical and noncritical phone calls, which will require applying systems analysis techniques and procedures, including consulting with users to determine hardware, software or system functional specifications; and analyzing and testing computer systems or programs, including prototypes, based on and related to user or system design specifications
- Ensuring that client data associated with call responses is recorded timely, accurately and completely. Generating reports as appropriate
- Reviewing, follow-up, and providing feedback to clients on outstanding requests
- Investigating client data issues by reviewing log files
- Providing direct support to and being a central point of contact for the company’s clients
- Serving as a customer support resource for teachers
- Aiding the customer service team in referral gathering, customer retention, and projects
- Monitoring and manage ticket queues; processing email queue throughout the day
- Working knowledge of Windows and/or Mac operating systems (Windows 7 is a big plus). Advanced troubleshooting and deduction skills
- HTML and website development/design knowledge; understanding of computer networking is a plus
- Proficiency in Microsoft Word, Excel, and Outlook; Saleslogix CRM (or equivalent) is a big plus
- Customer support experience by phone, email, or in-person (retail experience is fine)
- Experience learning and using software in a professional environment
- Excellent oral and written communication skills in English
19
Client Support Representative Resume Examples & Samples
- Responsible for handling all inbound calls, email and chat
- Respond to all support tickets within defined response times
- Document all actions in tickets including customer contacts and resolution
- Assess the severity and priority of problems and requests according to issue management guidelines
- Follow all policies, procedures and protocols as defined
- Resolve or escalate problems and requests according to issue management guidelines
- Notify client if there is a delay in obtaining resolution to the problem
- Maintain patient confidentiality according to HIPAA guidelines
- Take notes of recurring questions or problems that may be resolved by change in policy or procedure; communicate complaint patterns to management team
- Complete other support duties as assigned
- Minimum of two (2) years experience in the field or related area with demonstrated leadership skills
- Proficient with Microsoft windows and Internet applications
- Understanding basic computer functions, software and related interactions
- Preferred basic understanding of medical terminology
- Preferred understanding of radiology and imaging devices
- Preferred understanding of computer architecture, networking and windows troubleshooting
- Strong and positive interpersonal and communication skills
- Ability to balance multiple priorities
- Client service oriented
- Display dependable, punctual and professional demeanor
- Maintain positive attitude
- Ability to work effectively, independently and within a team environment
- Ability to perform all duties and job requirements
- Timely report to work during established business hours or shifts
20
Client Support Representative Resume Examples & Samples
- Initiates and maintains regular contact with the client by phone or written communication through the client portal to coordinate their solution for day to day problems
- Must be able to document issues clearly for resolution and archival
- Attends ongoing training to achieve level of technical skill need to solve complex problems
- Minimum of 4 years banking or credit union
- Previous client service experience working directly with clients
- Proficient with computers and software applications (Microsoft Office, Browsers, Troubleshooting)
- Strong organizational, interpersonal skills, client skills, communication skills (both written and verbal)
- Occasional weekend work is as well as after hours if production issues occur
- 5% travel domestically
- Cash management experience (Business Internet Banking)
- Local candidates preferred (Brookfield, WI)
21
Technical Client Support Representative Resume Examples & Samples
- Learn and employ technical and customer support skills
- Review and research data communications connectivity issues to resolution using established policies, procedures and practices
- Responds to customer (external and internal) inquiries or complaints via incoming telephone calls, 24/7 cases or email correspondence with minimal supervision
- Assist internal and external clients with resolving or escalating COMM / connectivity issues effectively
- Clearly communicate and help to understand technical / non-technical resolutions to customers, Customer Service Representatives, Account Managers through written or verbal communication
- Daily and weekly customer / management issue updates of issue status’
- Accurately document and communicate case progress, resolution or escalation in applicable systems
- Complete assigned tasks in a thorough and detail-oriented manner
- Escalate issues in a manner consistent with department protocol and management directions
- Contribute to the growth and development of the support department by identifying any possible areas of needed improvement and adapting to change as directed
- Answer incoming calls in a manner consistent with department protocol and management directions
- Be available for support calls at the expected times unless previously arranged with management / contract support
- Provide assistance to Change Healthcare customers while maintaining a courteous manner and helpful attitude
- Organize personal resources for easy access and future reference
- Ability to Learn and employ technical and customer support skills
- Knowledge of Batch Healthcare Medical/Hospital EDI transactions a plus
- Organizational and efficiency skills
- Strong customer support interaction skills across various communication media. (call, email, 24/7 cases, face to face.)
- Strong computer technical support skills specifically COMM related
- High School diploma or GED - experience in a call center or technical desk
- Ability to function independently as well as in a group
- Ability to navigate through multiple computer applications simultaneously
- Ability to adhere to a schedule
- 1-3 years customer support / computer support experience preferred
22
Client Support Representative Resume Examples & Samples
- Maintain client relationships focused on customer satisfaction and retention
- Educate clients on product and program enhancements
- Compliance monitoring and management
- Create Corporate Client reports as needed
- Maintain and track communication with clients
- Support Client Relationship Manager and Client Services Manager as needed
- Complete additional projects
- Ongoing knowledge base of Compliance guidelines
- Ongoing product support
- Editor/tool knowledge base and support
- Guide customers through Corporate Client Intranets, policies and procedures
- Troubleshooting/Case Management
- Entering issues for Development to further investigate
- Close case and follow up with customer on resolution
- Website Maintenance
- Review and process product upgrade requests
- Monitor adherence to Compliance guidelines
- May perform other duties/responsibilities as needed or assigned
- At least one year customer service experience
- Sales and collection experience in preferred
23
Client Support Representative Resume Examples & Samples
- Client Services is a client facing communication point with key decision makers. The relationships we build and the service we provide directly impact client satisfaction
- This challenging role provides you with the opportunity to work with multiple teams both internal and external to Fiserv
- By working directly with clients and internal stakeholders, you have the ability to help shape software requirements, build relationships, and directly contribute to the business unit goals. Your contributions correlate to recognition and growth opportunities within the organization
- The Client Services team is the hub within the organization as we interact with multiple departments and individuals at all levels within the organization. This position provides exposure to new software, the ability to work with and influence others
- Provide exceptional customer service to both internal and external clients
- Propose products/solutions to clients to enhance clients’ system productivity
- Monitor open cases to ensure resolution per the established Service Level Agreement (SLA)
- Monitor technical support issues to ensure timely and accurate resolution
- Maintain accurate and thorough records in the Facets system
- Excellent presentation skills in addition to oral, written and communication skills
- Finance and/or accounting knowledge
- 10-15% Required Travel
24
Client Support Representative Resume Examples & Samples
- In this position you will work in a team oriented and fast paced work environment
- You will join a talented team client servicing experts as part of the Solutions Delivery Client Services team supporting a financial lending application
- This role is a key, client facing position where you problem solve client issues and questions
- It requires hands on use of our own product and excellent customer service skills. You will interact with clients at varying levels of the organization providing best in class servicing
- Minimum of 3 years’ mortgage experience required
- Loan servicing application experience at either
- Previous Loanserv Experience
- Supervisory/Management experience
- 30% at most. Travel to Training or Client Events possible during first 18 months
25
Client Support Representative Resume Examples & Samples
- Provide support to end users
- Identify, research and resolve technical problems
- Respond to telephone calls and email support requests quickly and professionally
- Track support calls via an online tracking system
- Prioritise, assign and escalate helpdesk tickets to the appropriate staff; and
- Develop and document support processes and procedures
- Strong phone, verbal and written communication skills
- Good understanding of Internet technologies, in particular web browsers (Internet Explorer, Firefox and Chrome), and issues such as popup-blockers and firewalls
- Ability to operate with minimal supervision
- Ability to work well as a member of a team
- Ability to learn new skills quickly
- A certificate IV in IT or equivalent commercial experience
- Experience working in a similar role
- Experience working in or with a University, TAFE or RTO
- Experience in the use of eLearning platforms such as Moodle or Blackboard
- Programming skills in PHP or Perl
26
Client Support Representative Resume Examples & Samples
- Provide outstanding Client Software support – bugs, defects, malfunctions
- Assist with other various tasks for vendors, partners alike as needed
- Assist with set up and testing on new or additional client’s accounts prior to go live
- Physician/Hospital Billing, Insurance or Clearinghouse, Hospital Admitting or Business Office experience is helpful
- Excellent communication skills and ability to speak clearly with technical as well as non-technical clients is critical
- Ability to work in a fast paced multi product support environment
- Familiarity with ERA and 835 remittance files and how they work a plus
- Highly analytical, intensive research and reconciliation skills required
- Supporting products running on standalone and integrated platforms
- Strong working knowledge of CRM platform (Salesforce), especially case management is a plus
27
Client Support Representative Resume Examples & Samples
- Monitor, support and maintain all Valdi front-office solutions
- Coordinate inter-departmental resources and liaise closely with clients at all levels
- Work alongside the local Client Services Executives, Sales Account Managers and other support teams
- Gain an in-depth knowledge of the products and the detailed configurations of the clients
- Open cases, manage incidents and provide technical assistance
- Track all cases to a successful resolution
- Technical Support: qualify issues, perform initial investigation and attempt resolution
- Handle change requests on client platforms, configuration changes etc
- Deliver software releases
28
Client Support Representative Resume Examples & Samples
- Monitor technical support issues to ensure timely and accurate resolution. Maintain accurate and thorough records in the Facets system
- Adept at problem solving by researching and analyzing information before recommending/selecting an appropriate solution
- Ability to read, understand and interpret complex business or technical subjects; must be able to discuss or explain this data with others, either internal or external to Fiserv
- Ability to receive responsibilities and objectives assigned with some latitude for setting priorities and decision-making within established policies and procedures
- 2 Years-experience working with Microsoft Office
29
Client Support Representative Resume Examples & Samples
- Assist customers with the installation and upgrading of software
- Must be able to stage test scenarios in test environments, recreating and documenting each step as reported by client
- Must have strong trouble shooting and analytical background
- Submit system defects and enhancements to development with detailed analysis
- Test and validate system changes to software to ensure proper operations and freedom of defects
- Being able to work independently
- Provide expertise on the technical/environmental (client and Data Center hosted) functionality of the loan origination software and all interfaces
- Deliver on commitments to our clients and each other by following the Fiserv Values
- Minimum 3 years experience working in an IT support related department
- Strong understanding of IIS Management tools and browser-based application support
- Experience managing and maintaining Microsoft SQL databases
- Knowledge of remote desktop and VPN connections
- Must possess exceptional interpersonal and organizational skills as well as excellent written and verbal communication skills
- Ability to multi-task while working with multiple cases and clients while continuing to provide the highest level of client service
30
Client Support Representative Resume Examples & Samples
- Work collaboratively with clients, team members, implementation consultants, and resources across our global office locations to achieve desired results
- Continue internal education, training and certifications to stay ahead of an evolving technical and financial industry landscape, learn new product releases, and increase your value to the company and the client base
- Own and address client needs and product issues from inception to resolution
- Interpret and validate technical issues, test solutions, follow-up and escalate when necessary
- Maintain and create detailed documentation through logging of support cases, e-mail and knowledge base articles for client and internal use
- Work on projects which provide value to the department, the company, and the client base
- Strong customer focus and ability to manage and exceed clients’ expectations for support
- Excellent interpersonal skills and ability to work well within a team environment
- Ability to prioritize and manage multiple complex issues and adapt to different challenges and changing priorities
- Ability to understand and convey client business requirements to senior level resources for escalation
- Education in MIS, computer science, other technical degree, economics, business management, or finance
31
Client Support Representative Resume Examples & Samples
- Develop expertise in FIS’s InTrader application and act as primary contact for business/software issues reported by clients via phone and/or email
- Document, evaluate and test client business/software issues using available internal tools for issue investigation
- Respond to clients with corrective measures and solutions for reported issues
- Propose solutions and services to meet client needs
- Contribute to the design of enhanced functionality providing client perspective
- Must be currently enrolled at an accredited university pursuing a degree in a related field of study
- Displays good written and oral communication skills
- Demonstrates a strong working knowledge of MS Office
- GPA requirement of 3.0 or higher
- Additional skills, knowledge, and experience may be required based on the type of functions the incumbent will perform
32
Website Client Support Representative Resume Examples & Samples
- Communicate with clients via ticketing system, phone, or other electronic medium
- Assist clients in best SEO practices in order to drive traffic to their site
- Understand, navigate, and utilize ticketing, billing, and proprietary systems
- Provide guidance in issues of a technical nature to clients in a non-technical field
- Ensure continual product relevance by routing client needs and requests and knowledge of the client environment to team management
- Create new and update existing documentation as assigned
- Assist in HTML, Web Site Management, Domain Management and the creation of simple buttons in Photoshop
- Photoshop and HTML experience required
- SEO and web experience is a plus (but not required)
- Great communication skills, both written and verbal
- Strong analytical, planning and problem-solving skills
- Track record of professionalism and integrity
- A strong technical aptitude
- Solid experience with email (Outlook), the Internet, and Microsoft Office products
- Experience with call support environments a plus
33
Client Support Representative Resume Examples & Samples
- Primarily supports the Client Management Team in onboarding and ongoing service activities related to the EB product portfolio
- Serves as secondary point of contact for internal and external customers assigned to Client Reps & Senior Client Reps
- May serve as primary point of contact for all customers assigned to the Client Relationship Consultant, supporting response turnaround related to internal and external customer requests
- Team Lead for customer education and training related to administration, processes, benefits and services
- Provides a broad range of administrative support to the EB regional field sales team, as needed
- Attends customer enrollment events to support field sales and service team
- Focused on development into future Client Management role
- Demonstrated success in critical thinking; able to analyze data and make effective recommendations
- Strong organizational, planning and time management skills
- Ability to learn underwriting and risk concepts
- Ability to learn Voya product portfolio to educate, and on a consultative basis cross sell products/services to brokers/clients
- Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
34
Client Support Representative for Allstate Dealer Services Resume Examples & Samples
- Provide industry leading support to our agents by exhibiting excellent customer service in all interactions with agents included but not limited to: queue telephone calls, direct telephone calls, e-mail correspondence, response turnaround, and accurate and reliable information
- Actively participates and/or lead projects that improve efficiencies
- Promotes ideas, project, and processes
- Conducts monthly call blitz
- Initiates contact with 100% of agents in assigned territory at least once a month
- Develops leadership skills and product/service knowledge by participating in focus groups, project initiatives, training classes, etc
- Maintains production logs in Salesforce as required by management on a daily basis in order to track progress, volume, etc
- Reviews and analyzes reports and disseminates information as appropriate to their RSMs and/or agents
- Must have at least one year experience in a call center environment
- Self starter
- Motivating to the team
- Excellent oral and written communication skills required
- Travel is required at least twice per year
- Systems experience required: OnBase, CMS, SAP, SCS, APACS, XYCOR, Salesforce, SharePoint, and Microsoft Office Power Point, Word, Excel and Project
- Prior Allstate Dealer Services experience or equivalent work experience at an agency or dealership preferred
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Commercial Banking Client Support Representative Resume Examples & Samples
- Handle daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing on both deposit and loan accounts. Perform advances, transfers, payoffs and pay downs on loans
- Troubleshoot and investigate customer issues and onboard new clients
- Support Relationship Managers by answering calls, preparing packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects
- Prepare customer presentations to commercial banking clients
- 3-5 years previous banking experience in retail or commercial banking is required
- High school degree or equivalent experience
- Knowledge of Treasury Management products preferred
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Client Support Representative Resume Examples & Samples
- Develops and/or maintains relationships with clients and potential clients
- Researches complex customer and internal inquiries using existing company resources
- Responds to technical and product inquiries as the first level of support
- Maintenance changes and updates to customer information
- Provides customer-specific reports
- Communicates effectively through systems, e-mail, telephone, and in person as appropriate, with clients, customers, associates and supervisors
- Analyzes existing reports, system information and error documentation to identify sensitive client and customer impacts
- Proposes action plans to reduce specific client impact
- Creatively, accurately and consistently gathers data through effective steps
- Delivers completed tasks on time with minimal supervision
- Grasps new ideas, techniques, and insights relative to the assignment
- Produces monthly invoices for billing
- Minimum of 3 years of customer service experience
- Experience and knowledge in banking operations and / or Treasury Management with a focus on lockbox operations
- Analysis/Problem Solving
- Strong technical skills, including knowledge of Word, Excel, PowerPoint, and Access. Additional system or program knowledge is a plus
- Must be able to work from our downtown Chicago, IL office location
- Highly organized, ability to multi-task and to work well under pressure
- A desire to drive change in a challenging, dynamic, and evolving business environment
- Ability to quickly learn the knowledge of a distinct skill or function and understanding of the organization and work environment
- Local candidates
- Consulting approach
- Interpersonal relationships
- Client Focused
- Ability to take ownership
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Client Support Representative Resume Examples & Samples
- Be the first line of support for client questions, issues and troubleshooting
- Work closely with Account Managers to provide support for various client projects across Meltwaters’ proprietary software platforms
- Become an expert user on our SaaS platforms: Meltwater News (full service PR suite monitoring digital media & metrics, combined with media outreach), Meltwater Buzz (social media + social CRM),
- Build Boolean Logic searches and basic analytics, set-up new users, update client cards, etc
- Create reports by mining digital media and social media content based on each brand’s individual parameters
- Analyze data streams from multiple media channels to measure impact of clients’ brand marketing, public relations and social media outreach campaigns
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Client Support Representative Level Resume Examples & Samples
- Provide business and some technical support to address client questions on functionality and usage of the suite of products
- Analyze, troubleshoot and resolve reported problems, which may involve replication and testing efforts to resolve
- Conduct system evaluations to determine client workflows, documents and procedures to verify proper product usage
- Effectively interact and communicate with others in the organization the nature of the client’s issue/problem
- Provide advice or analysis that may influence the outcome of resource allocation or disposition
- Bachelors' degree required
- 1-3 years of Loan Origination experience with Mortgage Loans, Consumer Loans, Commercial Loans or any combination thereof
- Previous software vendor support with proven troubleshooting experience
- Previous client/customer support experience
- Knowledge relating to software systems used in industry (vehicle or equipment financing/leasing) and/or related product knowledge
- Prior auto lending experience a plus
- 2 years experience working with Microsoft Office
- 10-15% required travel
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Client Support Representative, Level Resume Examples & Samples
- Initiates and maintains regular contact with the client via phone or written communication through the client portal to coordinate their solution for day to day problems
- Ensures successful and timely completion of assigned special projects and requests
- Previous experience working in a fast paced environment
- Proficient with computers and troubleshooting software applications
- Must be able to work occasional weekends and after hours if production issues occur
- Strong organizational and communications skills including interpersonal, written and verbal
- College degree or 5 year Banking experience
- Possibly for training purposes
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Client Support Representative Level Resume Examples & Samples
- Resolves client issues (navigating systems, procedures or utilizing other resources)in a timely manner via phone or written communication with excellent customer service skills for eServices and other related products
- Document issues clearly for resolution and archival
- Minimum of 5 years’ experience in a client/customer service role working in the financial industry
- Background in banking operations and/or ACH processing
- Self-motivated team player
- Detail orientated
- Experience working in a fast paced call center
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Client Support Representative, Level Resume Examples & Samples
- Provide first point of client contact through phone or web support. Research and problem-solves to determine resolutions to reported problems. Build and maintain high-level client satisfaction that is measured via the annual survey. Goals for call responsiveness are set for the Division and apply to this function
- Documenting all call related activity for case tracking to ensure proper handling and follow up
- Project team participation and coordination. Communicating with clients and providing them with status updates on current projects
- Evaluate a specific application system study to determine all the client workflows, documents, and procedures so the training can be customized to their needs
- Testing enhanced and changed software programs
- Recreating and researching client issues for internal software developers
- Provide presentations and demonstrations to clients on an as needed basis
- Provide onsite evaluation of client procedures and Fiserv application usage and make recommendations for improved efficiency in the banks daily operation
- Developing and maintaining an understanding of Fiserv products and staying abreast of relevant industry advancements
- Equivalent work experience may be substituted
- One to three years in a customer service and/or customer facing role
- Experience in a banking/financial services environment
- 2-3 years of experience in the financial industry or customer service as a personal banker, or deposit servicing, customer information, general ledger, or operations
- Fiserv Product Knowledge
- Financial Banking Expertise
- Customer Orientation
- Effective Communication
- High Standards
- Initiative / Decision Making
- Results Orientation
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Commercial Banking Client Support Representative Resume Examples & Samples
- Obtains appropriate supporting documents including title work, flood and OFAC searches, insurance, organizational documents, real estate collateral documentation and various due diligence items to verify compliance with loan approval and bank closing procedures. Verification of larger/more complex document checklist ensuring accuracy and timing measures completed
- Manages the loan closing pipeline and communicates timelines with internal loan operations department, lenders, title companies, and attorneys throughout the loan process
- Reviews credit approval memorandum and attorney-prepared loan documents only for new and renewed loans to ensure compliance and adherence to the loan approval guidelines
- 5-7 years previous banking experience in retail or commercial banking is required
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Client Support Representative Resume Examples & Samples
- You will join a talented team of LoanServ and loan servicing experts as part of the Solutions Delivery Client Services team supporting the LoanServ application
- It requires hands on use of LoanServ and excellent customer service skills. You will interact with clients at varying levels of the organization and you will need good oral and written skills
- Respond to client questions and issues Use of the LoanServ application
- Determine if an issue is a software defect or a client process issue
- Manage client case review meetings
- Minimum # 3 years’ Mortgage experience required
- Loan Servicing and/or LoanServ application experience
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Client Support Representative Resume Examples & Samples
- Financial Advice Management
- Excellent insight and knowledge of APL application including scenario based training and testing
- Keen ability to understand the business landscape and identify efficiencies with the client that help further drive business
- Excellent project management skills in establishing work and project schedules and producing quality outcomes
- Minimum of 8 years of customer service experience
- Experience and knowledge in financial services/wealth management industry
- Strong technical skills, including knowledge of APL, Word, Excel, PowerPoint, and Access
- Strong influential skills and has the ability to build relationships with the client functional managers credibly
- Good judgement in decision making and achieving results by a strong personal reputation
- Displays initiative and a strong sense of accountability by working through problem resolution, collaboration and creating improvements
- 5-10%
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Bluemix Client Support Representative Resume Examples & Samples
- 1) Resolve client reported issues as it relates to the Bluemix platform and its services
- 2) Communicate the latest status to clients via email, ticketing and phone
- Provision orders
- 3) Collaborate with development tribes on unresolved issues
- 4) Review and create reusable support content
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Client Support Representative Associate Resume Examples & Samples
- ACD Telephone Responsibility (75%)
- Maintain availability and respond to incoming client inquiries
- Resolve client questions and concerns
- Research/Side tasks (15%)
- Research client and/or system issues and document results/findings
- Ensure dispute tasks are completed in a timely manner
- Claims Processing (10%)
- Review and manage multiple queues in support of clients; conduct analysis and process dispute claims in accordance with network operating regulations and internal SLA timeframes
- 1 - 3 years financial services experience
- 1 - 3 years contact center or customer service experience
- Strong relationship and communication skills to ensure proper client interaction in managing dispute resolution and loss recovery
- High level of client focus with the ability to resolve issues with a positive outcome and desire to deliver a high touch engagement with each customer
- Ability to independently handle a variety of responsibilities simultaneously and be able to prioritize those tasks
- Excellent organizational skills and the ability to multi-task in a fast-paced changing environment
- Must be highly motivated and eager to learn
- Ability to work extended hours as needed to meet department needs
- Knowledge of Visa Core Rules and/or MasterCard Chargeback Rules
- Familiarity with the Electronic Funds Transfer (EFT) industry and Regulation E
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AP Client Support Representative Resume Examples & Samples
- Provides support to the Financial Institutions by working escalated or time sensitive issues in a professional and timely manner and assisting with questions regarding reports
- Handles support Line to provide assistance and training in to include assisting with procedures, inquiries, and problem resolution
- Performs time-sensitive ECM reconciliation for clients
- Resolves inbound and makes outbound service calls regarding all Auto Pilot Products, inquiries and/or problems on the status of transactions through all Auto Pilot Products
- Services complex calls, questions or problems from Auto Pilot clients and SWBC users. If necessary, refers unique, highly complex problems to appropriate resources to resolve system related defects
- Creates internal management reports; and assists in special projects as needed
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Client Support Representative Resume Examples & Samples
- You will be part of a Team of Professionals who excel in providing our clients World Class Customer Service
- Fiserv is recognized as being a Fortune World’s Most Admired Company in 2014, 2015 and 2016
- Your involvement will be supporting various financial institutions and work with various teams that provide various services across various business units. Your direct and indirect involvement will result in our clients being successful and may result in additional business opportunities
- Become part of a growing business and learn about the financial services provided by Fiserv. Come and be part of a group that works towards delighting our clients and not only grow the business but build relationships with them
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Client Support Representative, Level Resume Examples & Samples
- Supporting our software clients to ensure they are using the software efficiently and seeing value is an extremely important position at Raddon
- First level support of inbound calls and cases to help with questions/issues in a timely manner
- Document all client interaction and problem resolution in current tracking software
- Work with other team members to provide cross department support of all of our software products
- Minimum of 3 years’ experience required
- Financial Industry experience required
- Technical troubleshooting skills are required
- Client focus-ability to anticipate and meet internal/external client needs in a timely manner
- Excellent oral, written, and personal communication skills. Fluent reading, writing, and speaking in English
- Ability to work unsupervised and as a member of a team for larger issues
- SQL and Software installation skills are a plus
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Data Analyst / Client Support Representative Resume Examples & Samples
- Assist clients throughout the entire client life-cycle, including but not limited to client on-boarding and training, client service adoption, report delivery, and client enquiries
- Liaise extensively with our London-based Client Success team to assist them with delivering client reports and managing client requests
- Analysts will be focused on either (1) researching, compiling, designing, and annotating reports with insightful conclusions from the data or (2) handling day-to-day client enquiries in a more client-facing position
- Ensure the consistency, accuracy, and timely delivery of all work to clients
- Opportunities for advancement to account management, team management and other functions within the business
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Senior Client Support Representative Resume Examples & Samples
- Some of these duties include, but are not limited to, authority to assign work to employees, follow up to assure satisfactory completion, check work progress throughout the department, and provide verbal and written work status reports to the supervisor
- This position requires a professional to perform more advanced client services tasks to ensure client support and provide satisfaction through actions to avoid issues, prompt resolution of problems, and develop relationships with clients through visits and telephone calls
- Principal work activity may include, but is not limited to; response to client inquires and researches of client issues relating to production, quality, delivery schedules, and production specifications. Diagnose and define issues; develop strong relationships with clients by expediting complaint resolutions; make recommendations to resolve critical issues and error trends or other recurring issues; keep clients apprised and notified relating to work status; provide reports and activity logs for management review; coordinate implementation of solutions; maintain industry and product knowledge to assist in finding creative solutions; communicate with client staff and understand client internal structure; and build open communication channels with key client personnel
- Although this individual will be working within a team environment, generally, the incumbent is expected to be able to work independently of supervisory/technical work assistance to provide all needed information for customers
- Problem solving is a major responsibility and often requires innovation, research, investigation, inquiry, analysis, and evaluation
- Provide requested technical data, and generally maintain an attitude that all client issues will be quickly resolved
- Utilize extensive knowledge of industry technology and methodology and well-developed liaison skills to care for clients
- Process numerous transactions to send and receive information requiring very good PC user skills; Coach, train, cross train, assist, and in general work with people to improve their skills and abilities for client services
- Follow up with clients regularly to maintain a close relationship; Coordinate and oversee client visits to company locations; Investigate and expedite resolution for any and all client complaints or issues
- Prepare and submit periodic reports on activities and client relationship status
- Work with implementation to accept new custon1ers for continuing client service administration
- A four year degree in business is preferred and 6 to 9 years of direct or closely related experience or equivalent combination of education and experience required
- Requires excellent communication skills, both written and verbal
- Requires good organizational skills, ability to multi-task and maintain an even handed approach with clients and internal contacts, while working with continually changing tasks in a fast paced environment
- Excellent Excel skills to provide client quotes, billing and reconciliation
- Travel Required
- Percentage/frequency of travel – 25%
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Senior Client Support Representative Resume Examples & Samples
- Provide smart, nice, and fast client service via phone, email, and live chat for a consumer wealth management product
- Ensure that all service cases are successfully managed via Salesforce Service Cloud and that response, resolution, client satisfaction, and quality standards are met
- Help co-develop, with the product team, a service knowledge-base for the new product
- Act as a client advocate to ensure that any incidents are resolved promptly
- Work with the product team to improve and support the product, in particular, the onboarding process
- Assist clients with using our products to its full capabilities
- Support and work within the wider client service team to provide support as needed to ensure the team meets their service goals
- RG146 certification
- Familiarity with Salesforce
- Experience working in an agile team
- Passion for fintech
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Client Support Representative Resume Examples & Samples
- Liaise extensively with our Cape Town and Johannesburg-based Client Success team and be the first to assist them with managing our clients’ journey
- Work closely with Account Managers to provide support for various client projects across Meltwaters proprietary software platforms. ?
- Become an expert user on the latest media intelligence SaaS platforms
- Solve problems, often through interactive real time analysis, training of new users, etc
- Analyze data streams from multiple media channels to measure impact of ?clients’ brand marketing, public relations and social media outreach campaigns
- Exceptional communication & relationship building skills
- Extremely self-motivated & organised with the ability to multitask & prioritise
- Technical skills: Microsoft Excel & PowerPoint
- Strong analytical, problem solving and investigative skills
- Excellent level of proficiency in written & spoken English
- Valid to work within RSA - Work Permit/Visa
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Client Support Representative, Level Resume Examples & Samples
- Fiserv is highly regarded for its financial service technology and services innovation including mobile and online banking. We have experienced tremendous growth and revenue in these channels in our Bank Solutions Division. You will have an opportunity to become a part of global company that has been just recognized by Fortune “World’s Most Admired Company” for the 3rd year in a row. You will be supporting our Financial Institutions on the industry’s “leading edge” internet banking products. You will be assisting our Financial Institutions with day to day application support; you will consult with them on functionality and optimal use of the products. This new associate will work with very experienced, respected and knowledgeable people in the industry
- Responsible for delivering consistently excellent customer service over the phone and in writing, including navigating systems, procedures and other resources to provide accurate and timely resolution to customer inquiries and documenting problem resolution
- Proficiency with computers and software application required
- Previous client service experience working directly with customers is preferred
- PC knowledgeable
- Experience with electronic banking
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Client Support Representative Resume Examples & Samples
- Product support for clients
- Entry-level troubleshooting and case resolution
- Entry-level web site consultation
- Data Entry using the current CRM software
- Customer support/service experience
- Familiarity with HTML and CSS code
- Understanding of the differences between various web browsers
- Entry-level knowledge of JavaScript a plus
- Client-oriented
- Knowledge of the Internet, World Wide Web, and web design
- Skill to use a personal computer and MS Office Products
- Ability to troubleshoot HTML and CSS at an entry level
- Capable of creative, “outside of the box” thinking
- Knowledge of modern office procedures and methods
- Knowledge of modern business communication standards, styles, and formats
- Ability to establish priorities, work independently, and proceed with minimal supervision
- Ability to handle and resolve recurring problems
- College degree with courses in technical curriculum
- One to two years related experience or equivalent combination of education and experience
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Client Support Representative Resume Examples & Samples
- Contribute to client retention by attaining the client satisfaction rate with Technical Support set by the company by
- Entry-level data consultation
- Investigating client data issues
- Familiarity with Database Management
- One to two years related experience preferred
57
Client Support Representative Resume Examples & Samples
- Receives and responds to service requests; consults with ITS clients to determine technology services needs; assists in the identification of services requests and problem trends
- Follows-up with ITS clients to facilitate quality control and customer satisfaction
- Documents all service requests and support actions in the ITS work order system
- Works as team leader to facilitate services requests and special projects
- Supervises the work of assigned part-time employees and student workers
- Assists in the maintenance of service charges and billing records
- Assists in the testing and improvement of new technology initiatives
58
Client Support Representative Resume Examples & Samples
- 3-5 years experience in Client/Customer service required
- Health care experience or post high school education in health care, laboratory sciences (MLT or MT) or equivalent sciences preferred
- Working knowledge of medical terminology and reference laboratory operations preferred
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Senior Client Support Representative Resume Examples & Samples
- Provides the highest quality service to advisors and their clients by answering inbound calls, clarifying and supporting operational procedures, resolving not-in-good-order items, and helping them navigate our website
- Demonstrates strong client advocacy
- Researches and resolves client service issues and inquiries in a detailed and timely manner
- Collaborates with our client-facing teams to actively support advisors and their clients
- Contributes to continuous process improvement efforts and looks for smarter and better ways to serve clients
- Participates in the onboarding/training of new CSRs and other new hires that can benefit from product and client understanding
- Contributes to ongoing training sessions, stretch projects, and round-table discussions while developing a strong foundation of knowledge to build on and use in his/her Morningstar career
- Participates in the management of the ticket queue and appropriately assigns support issues to CSRs based on knowledge and comfort level
- Oversees the maintenance of our knowledgebase to ensure it is current with respect to our capabilities
- Serves as a mentor to more junior/inexperienced members of the team
- Participates in ad hoc projects designed to leverage product/client knowledge while gaining exposure to other areas outside of client service
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Client Support Representative Level Resume Examples & Samples
- Contribute to the team by helping support client questions, technical issues as well as helping clients incorporate tactics into their software. Working with clients to help them properly run their software and grow their business is extremely rewarding and satisfying as well as learning key tactics from leaders in the banking and CU industry
- The Support Rep position is extremely rewarding and will allow you to grow your industry knowledge and grow as a Raddon/Fiserv employee and open up future career opportunities
- The best part of the job is working with a great team and with our innovative clients to help execute their business and marketing plans
- Provide technical support to customers and internal client care representatives including troubleshooting, investigating, and resolving technical problems that arise during and after product installation
- Analyze and work issues related to setup, configuration, web site, or database issues
- Monitor and document recurring more complex problems to ensure internal support and implementations teams understand and can in the future work these issues on their own
- Accurately document technical support activities, troubleshooting steps, and details to reproduce an issue using our client care call tracking software
- Escalate to the QA team issues that can’t be resolved by technical support
- Ensure technical issues are responded to within 24 hours
- Respond to routine inquiries from customers about the technical aspects of our products and services
- 3+ years’ experience in technical role providing remote support in technical environment required; in a professional firm preferred
- Experience installing, working with, and troubleshooting IIS7+ based web applications
- Experience installing, working with, and troubleshooting SQL Server 2010 or newer
- Proficient knowledge of LAN/WAN networking technologies
- Proficient knowledge of Windows 7, Windows 10 and Office 2010/2016
- Excellent HW troubleshooting and diagnosis skills
- Excellent verbal and communication skills
- Good problem solving & decision making skills
- Strong Organizational skills
- Ability to handle multiple tasks at a time
- Having web development (HTML5/C#) skills a plus
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Client Support Representative, Level Resume Examples & Samples
- Performance and Investor Reporting
- Portfolio Management and Trading
- Wealth Management Network
- The ability to provide quality responses and alternative solutions for client requests/issues
- Act as liaison with internal groups, to facilitate resolution of client requests
- Write informational documentation to track new processes or procedures as needed
- Alert appropriate client support groups and management team of sensitive issues
- Possesses the aptitude to learn and apply the knowledge of financial products, functions and processes
- Managing and maintaining a successful resolution on all client requests
- Act as a point of escalation for issue requiring immediate attention in order for clients to continue their daily business objectives
- Provide support to test and install programming changes from simple client additions to testing changes that will be installed across all client-base
- Review, evaluate and document existing processing in support of improvement efforts
- Evaluate and document client business requirements, produce support/test documentation for development escalations
- Leverage existing Client Operation support platforms and procedures as directed
- Stay informed of industry and company standards and initiatives
- Must possess 1-2 years securities industry knowledge
- General understanding of investment banking operational practices and standards
- Excellent oral, written and interpersonal skills
- Ability to interact professionally with clients to understand clients’ requests and system issues
- Extremely professional, personable and outstanding at communicating in a positive and effective manner
- Must possess strong organizational skills, with the ability to prioritize workload effectively
- Must be a champion of providing superior Customer Service, internally and externally
- Analytical skills to troubleshoot and resolve client issues. It is essential that the candidate gains a thorough understanding of Investment Services Products
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Client Support Representative Level Resume Examples & Samples
- 4-year college degree preferred
- One plus years in a customer service and/or customer facing role
- Experience in the financial industry or customer service as a personal banker, or deposit servicing, customer information, general ledger, or operations
- Experience in an operational area of a financial institution is highly desirable
- Analytic Thinking
- CAMS Certification a plus
