Client Services Representative Resume Samples

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RS
R Schamberger
Rickie
Schamberger
3579 Boehm Drive
New York
NY
+1 (555) 793 8216
3579 Boehm Drive
New York
NY
Phone
p +1 (555) 793 8216
Experience Experience
Houston, TX
Client Services Representative
Houston, TX
Klein, Ullrich and Thiel
Houston, TX
Client Services Representative
  • Create user accounts for new clients in the Media Management FileMaker database and provide setup/submission guidance
  • Use provided information to create scope of work sections for inclusion in Letters of Payment Authorization (LOPAs)
  • Provide backup assistance for the Account Manager
  • Use provided information to create scope of work sections for inclusion in contract
  • Assist Account Manager in providing technical advice and to resolve problems
  • Create a connection and develop rapport with customers to provide outstanding, personalized service
  • Work with the team to improve account management process
Dallas, TX
Operations Clearing Operations Clearing Client Services Representative
Dallas, TX
Aufderhar, Johnston and Ledner
Dallas, TX
Operations Clearing Operations Clearing Client Services Representative
  • Creativity & Innovation - Looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value
  • Provide clients with a primary point of contact for a wide range of operational issues and account management queries
  • Assisting clients with collateral & account reconciliations
  • Used to working under tight deadlines
  • Enjoys working in a very fast paced and dynamic environment
  • Build, maintain and enhance client relationships with new and existing clients
  • Drive and Motivation - Successfully handles multiple tasks, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks
present
New York, NY
Associate Client Services Representative
New York, NY
Mueller-Corwin
present
New York, NY
Associate Client Services Representative
present
  • Assists the CSRs in daily check-ins with client population to review past work and take orders for upcoming work
  • Meets quality performance standards and works within established time frames
  • Partners with the CSRs to create work orders and then closely monitor the production and delivery of the work ordered
  • Strong technical working knowledge and fluency in film, video and data-centric workflows
  • Assist program management in preparing metrics for clients and internal personnel
  • Receives work orders and direction from clients through calls and physical visits
  • Partners with FSR with the DDSS marketing efforts to reach and showcase the filmmakers. Such as, but not limited to creating and editing stories for the DDSS web site and social media outlets, as well as coordinating efforts for others within DDSS to participate in preparing content for the website or other marketing functions In addition, the ACSR would w our Awards efforts and assist with our participation with the filmmaker groups/societies/ and guilds
Education Education
Bachelor’s Degree in Communications
Bachelor’s Degree in Communications
Tulane University
Bachelor’s Degree in Communications
Skills Skills
  • Good knowledge of customer service and one of the following: workers compensation, liability, or disability claims management
  • Strong attention to detail skills, the ability to handle multiple tasks at once, and the ability to be effective in a fast paced environment are critical
  • Ability to make quick decisions, establish priorities, and concentrate on detailed information sometimes under stressful conditions
  • Strong attention to detail and the ability to maintain performance under pressure and to tight deadlines
  • Strong attention to detail and ability to multi-task
  • Ability to work under pressure while maintaining a strong eye for detail
  • History of thoroughly attending to detail, exhibiting sound judgment, acting with integrity, maintaining customer loyalty, and performing with high quality
  • Strong interest in data quality
  • Highly organised with good time management
  • Ability to build good relationships with clients
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15 Client Services Representative resume templates

1

Client Services Representative Resume Examples & Samples

  • Respond to shareholder and broker/dealer inquiries in a courteous and efficient manner
  • Satisfy client's concerns by effectively communicating information regarding company products, policies and procedures
  • Research and resolve all types of customer service problems
  • Receive, screen, log and validate NIGO (not in good order) transactional items and client/dealer requests received in assigned unit
  • Contact the appropriate party (Investment Advisor / Back office / client / Bank / Other 3rd Party) on a same day basis and obtain the necessary information / instructions that would enable Franklin Templeton Investments to process the requested item
  • Provide Transaction Processing units detailed and step-by-step instructions for completing such items
  • Follow up on pending items in accordance with prescribed time frames and closing procedures
  • Contribute to the company's marketing efforts through their thorough knowledge of Franklin Templeton Investments product line, services, the Canadian Mutual Fund industry and the global economy
  • Excellent verbal and written communication
2

Client Services Representative Resume Examples & Samples

  • Responsible for providing excellent service to customers within the Sun Sentinel and to readers, advertisers and the community through regular job duties and as a member of the Sun Sentinel team to write, sell, produce and deliver the best newspaper possible
  • Process ROP & Niche ads: including writing orders, changing and killing ads, processing and tracking of materials, work with Layout department for late ads, and help existing customers who require immediate assistance
  • Under general supervision, perform a variety of customer service and clerical duties to ensure the advertising team runs smoothly and efficiently. E.g., open new advertiser accounts, research billing discrepancies, write credits, assist reps from the road, etc
  • Provide back up for other teams members insuring a thorough understanding of all the Advertising Division workflow processes.Works closely with Billing and Credit departments to ensure rating accuracy.Respond to customer questions, concerns and/or complaints and follow established procedures to resolve to the satisfaction of the customer
  • Excellent verbal and written communication, organizational and interpersonal skills. Ability to provide excellent customer service & work in a team environmentAbility to maintain individual accuracy in deadline oriented environment
  • Ability to remain calm when dealing with difficult situations and individuals
  • Thorough understanding of the internet, with basic knowledge of Microsoft Excel, Microsoft Word and Microsoft Outlook
  • Ability to adhere to job procedures which may frequently change due to changing technology, deadlines and priorities
  • May handle cash, checks and expense forms. With the Credit Department, works to keep accounts receivable to a minimum. Performance in job directly affects Retail and National revenues
  • Preferred 3 or more years in customer service industry
3

Client Services Representative Resume Examples & Samples

  • Train clients on TicketWeb’s self-service software to develop independent, full-user clients
  • Work closely with clients primarily via Live Meeting and over the phone, to build their own events, manage their own on/off sales, and pull their own reports
  • Consult and assist clients on ticketing & marketing best practices to improve their business
  • Responsible for accomplishing Operations departmental goals, including ongoing client training as new features are developed, increasing sales, and offering ideas to improve operational efficiency
  • Responsible for positive and proactive communication between TicketWeb staff, clients, and customers
  • Knowledge of ticketing industry and other general business practices
  • Excellent customer service, communication (writing and verbal), and consulting skills
  • Analytical and strategic thinking - ability to think 'out of the box'
  • 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 TicketWeb’s products and services
4

Client Services Representative Resume Examples & Samples

  • Working knowledge of day to day operations/administration of client accounts an asset
  • Well-developed communication (verbal and written) and interpersonal skills
  • Working knowledge of ISM an asset
  • Capacity to speak/understand Cantonese/Mandarin fluently is mandatory
5

Client Services Representative Resume Examples & Samples

  • Performs depository duties as assigned by team leader, contacting clients as required
  • Interacts with partners in various areas in operations to ensure accurate set-up of new services, resolve operational problems, process various transactions, and research client inquiries
  • Keeps abreast of all new products and services to respond to client questions and to assist in cross-selling services
  • Interacts with the client on the telephone or in person responding to inquiries and providing information
  • Maintains effective filing system to ensure responses to all inquiries and follow up action. Maintains tracking system to monitor projects and their disposition
  • Keeps abreast of laws and regulations that affect compliance issues and personal banking and services. Understands and applies laws and regulations as they relate to baking products and services
  • 2-4 years of related experience
6

Operations Clearing Operations Clearing Client Services Representative Resume Examples & Samples

  • Build, maintain and enhance client relationships with new and existing clients
  • Provide clients with a primary point of contact for a wide range of operational issues and account management queries
  • Communicating collateral calls to clients
  • Assisting clients with collateral & account reconciliations
  • Including addressing execution and position breaks, asset servicing and settlement issues
  • Primary point of contact for European Clients
  • Liaise with Core Operations groups to resolve queries or problems
  • Educate clients on enhancements to the GS offering
  • Compile and analyse metrics to assess client efficiency & experience to identify and drive improvement
  • Interact with Business, Sales, Legal and Compliance teams to ensure that commercial opportunities can be facilitated under controlled conditions
  • Work independently, or with team members and management, on strategic projects and process improvement initiatives to reduce risk and/or improve client service delivery
  • Degree educated within a business related discipline
  • Minimum 3 years of work experience within a global investment bank
  • Product experience in Futures/Options, Interest Rate Derivatives and Credit Derivative
  • Experience of working with cash equities in an operational support function
  • Understanding of risk for Prime Brokerage
  • Strong programming skills to include VBA and SQL, with demonstrable experience in utilising these to improve reporting / analytic functionality
  • Proven project and process improvement experience
  • Languages a distinct advantage but not critical
  • Used to working under tight deadlines
  • Ability and willingness to work independently and be self-initiating
  • Enjoys working in a very fast paced and dynamic environment
  • Would prefer experience of a margin product (Cleared OTC, LD, IRS, CDS, Eq Swaps, Margin / collateral) but would consider EQ/Fixed income if all other skills are prevalent
  • Judgement and Problem solving - Thinks ahead, anticipates questions, finds alternative solutions and identifies clear objectives
  • Sees the big picture and effectively analyses complex issues
  • Creativity & Innovation - Looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value
  • Drive and Motivation - Successfully handles multiple tasks, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks
  • Client and Business Focus – Can effectively handle difficult requests, build trusting, long-term relationships with clients and manage client/business expectations
  • Teamwork – Gives evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges the contributions of others
  • Candidate must be proactive, enthusiastic and team oriented
  • Ability to remain composed under pressure
  • Ability to prioritize and make decisions in a fast-paced environment
  • Strong client service orientation
  • Adapt to new changes and new challenges
  • Well developed organizational skills
7

Client Services Representative Resume Examples & Samples

  • Daily interaction with existing agency and direct client business. Maintenance of client schedules on television and online, regular tracking of client audience delivery using Nielsen ratings, developing presentations, merchandising the station and generally providing a high level of customer service
  • Assists designated Account Executives with maintenance of contracts, order input, make-goods, and overall customer service
  • Accurately schedules customers’ traffic; reviews and coordinates changes
  • Resolves scheduling issues
  • Handles fulfillment issues
  • Able to make decisions and solve problems independently in an effort to support designated Account Executives
  • Accurately sets up new customer accounts, contracts, etc
  • Assists with account makegood/ reconciliation needs
  • Manages the implementation of programs and schedules sold by designated Account Executives; this includes the coordination of production, entering orders and demonstrating proof of performance
  • Partners with designated Account Executives in the development of new/incremental revenue through consistent and creative prospecting
  • Some filing, answering phones and organizing of station events
  • Self-motivation and willingness to work as a team player are essential attributes. Creativity, flexibility, and ability to change with our industry are also keys to success
  • Attends sales meetings and training to obtain sales, product and process information and keep abreast of company products and services in order to articulate to client, when appropriate
8

Client Services Representative Resume Examples & Samples

  • Monitor deadlines, ad creation and proof process, addressing flagged issues and problems as they arise to ensure accurate completion of advertisements. Handle typical and critical situations efficiently and effectively
  • Serve as a liaison between the sales staff, client and design center to communicate issues and interpret clients’ needs
  • Provide professional and quality customer service
  • Exhibit strong organizational and time management skills
9

Client Services Representative Resume Examples & Samples

  • Bachelor’s in marketing, finance, or economics, or equivalent experience
  • 1-5 years of experience in capital markets
  • FINRA Series 7 and Series 63
10

Client Services Representative Resume Examples & Samples

  • Generating collateral statements and sending calls to clients for both standard and non-standard agreements. Timely follow up of all calls made by the business
  • Answering of incoming collateral calls sent by clients comparing them to the business's exposure
  • Agreeing on the amount and type of collateral to be moved
  • 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
11

Client Services Representative Resume Examples & Samples

  • Applies standard procedural solutions and utilizes internal resources to address client needs and ensure timeliness and accuracy of work
  • Evaluates problems and situations to determine their importance and urgency. Conducts research and processes adjustments when necessary independently or in concert with other departments to the mutual satisfaction of the client and Invesco, then responds to the appropriate client after the issue has been resolved
  • Fully documents and forwards complaint items for permanent filing
  • Monitors the quality and timeliness of service delivery to customers in order to guarantee customer satisfaction by accepting full accountability for an item until resolved
  • Performs a detailed evaluation of inquiries and rejected transactions, takes appropriate action for each item and monitors the quality and timeliness of resolution so that it meets our standards. Works with other departments when necessary to resolve items
  • Responds in a professional, timely, and empathetic manner to both telephone and written inquiries from internal and external clients
  • Work experience in customer service environment preferred
  • Ability to communicate technical information to shareholders and financial advisors
  • Ability to make quick decisions, establish priorities, and concentrate on detailed information sometimes under stressful conditions
  • Strong reasoning skills and an aptitude for problem solving
12

Client Services Representative Resume Examples & Samples

  • Knowledge of electronic derivates trading Systems. Patsystems, TT, CQG, Fidessa & Bloomberg Trade Book
  • Knowledge of Asia Pac Derivatives Exchanges
  • VBA Excel Skills
  • Fluency in Mandarin preferred
13

Asset Servicing Senior Client Services Representative Resume Examples & Samples

  • Assist in the resolution of client queries to provide high quality responses in a timely manner
  • Follow up on outstanding client queries by liaising with local colleagues and colleagues at BNY Mellon overseas operations centers
  • As appropriate, make regular client visits in coordination with Asset Servicing Relationship Management or Sales (Service Review Meetings, etc.)
  • Recommend service enhancements to increase clients satisfaction
  • Pro-actively build and maintain strong relationships with other BNY Mellon departments
  • Pro-actively communicate with other BNY Mellon departments in order to resolve client's queries/demands effectively
  • Client Service experience: dealing with clients in Japan
  • Strong business background in one of Custody Qualifications or Toshin business, and, at minimum, entry level knowledge for the other
  • JSDA Securities License 2
  • Language fluency: Native level Japanese and good command in communicating in English (face to face, telephone, and writing)
  • PC and application Skills such Microsoft Office(Excel, Word, PowerPoint, etc.)
14

Client Services Representative Ii Czc Resume Examples & Samples

  • Provide assistance to employees regarding operational tasks to include day-to-day policy, procedural and navigational support
  • Develop and prepare reports and records relating to assigned projects
  • Take calls in Specialist queue as assigned
  • Promote an environment that supports diversity and reflects the M&T Bank brand
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
  • Assists with both internal and external customers with problem resolution
  • Maintain in-depth policy, procedure, product and systems knowledge
  • Strong personal computer and technical troubleshooting skills
  • Minimum of 2 years’ banking, call center or branch banking experience
  • Knowledge of systems and applications used by department
  • Knowledge of Bank products and services and branch operations, with a good understanding of other operational areas throughout the Bank
15

Client Services Representative Resume Examples & Samples

  • Satisfy client concerns by effectively communicating information regarding company products, policies and procedures
  • Demonstrate professionalism and exhibit personal accountability in your interactions with clients, colleagues and your own career development
  • Proactively identify and bring forward suggestions for process, efficiency and service improvements as they relate to your work area
16

Client Services Representative Resume Examples & Samples

  • Provides answers to account inquiries
  • Documents, researches and analyze problems
  • Reviews past due trades. Must keep accounts in compliance with Reg-T, request extension when required
  • Approves and issues checks and wires
  • Reviews letter of authority received from a client to determine the necessary action to be taken, making sure the letters are signed by the appropriate parties and that the proper legal documents are attached
  • Reviews statements for accuracy
  • Ability to meet deadlines, available to work additional hours if needed
  • Answers and/or initiates telephone calls; answering routine questions or follow-through on requests. Forwards non-routing calls to supervisor/manager
  • Monitor margin accounts ensuring industry regulations and Baird policies are enforced
  • Provide annual support for the client tax inquiry support phone line
  • Provide support to other Operations departments with projects and initiatives
  • Ability to analyze complex margin accounts and perform margin calculations(training providing)
  • Bachelor’s degree, 2 years brokerage experience, or equivalent
  • Ability to get Series 7 & 66 licensed within 2 years
  • Successfully complete the margin training exam
  • Strong computer skills with knowledge of Microsoft Excel and Word. Knowledge of Microsoft Access or SQL databases a plus
  • Exceptional phone etiquette and customer service skills
  • Excellent analytical and mathematic skills
  • Strong written and verbal communications skills are a must
  • Ability to function as a member of a team dedicated to quality customer service, the ability to stay focused under pressure, organizes and prioritizes workload in order to manage time and perform multiple tasks
17

Client Services Representative Resume Examples & Samples

  • Completion of a post secondary education
  • Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Examination (CPH) or registered with the IIROC (an asset)
  • Completion of/in the process of completing the Derivatives Fundamental and Options Licensing Course (DFOL) (an asset)
  • Working knowledge of the fundamentals/techniques of equity, fixed income, option, and mutual fund trading, and the applicable rules & regulations sufficient to trade securities for the public (an asset)
  • Second business language skills in Cantonese and/or Mandarin an asset
  • Well developed organization and prioritization skills. Proven ability to juggle multiple tasks within a dynamic deadline environment
18

Assistant Client Services Representative Resume Examples & Samples

  • Handle incoming calls (“call center”) from health benefit trust members and providers researching questions using software and printed material provided and responding to eligibility and authorization for service to members and providers
  • Obtain additional information from health benefit vendors and respond to members and providers
  • Request claims history from vendor and prepare claim audits for members as requested
  • Keep incoming calls, paperwork and activities current
  • Become proficient in all vendor software programs
  • Must be able to perform basic office skills
  • Experience in scanning and attaching files electronically in the computer preferred
  • Must possess and demonstrate the ability to pay attention to detail
  • Must be able to accurately copy data from one source to another
19

Client Services Representative Ii D Ea Resume Examples & Samples

  • Work with respective areas to obtain appropriate information to resolve issue. Identify calls that need to be logged as problems and log/assign them as appropriate
  • Establish and maintain appropriate files, records and documentation (online & hardcopy)
  • Maintain service excellence standards
  • Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management
  • Complete other related duties as assigned
  • Works closely with other departments within the Bank to resolve customer issues/problems
  • Associate’s degree and a minimum of 2 years’ customer service experience, OR in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience, including a minimum of 2 years’ customer service experience
  • Ability to work effectively in a fast-paced and changing environment
  • Strong problem-solving and organizational skills
  • Strong verbal and written communication skills, including ability to interpret and respond to requests
  • Ability to prioritize work and be detail-oriented
  • Ability to acquire knowledge and thorough understanding of pertinent operations policies and procedures
20

Client Services Representative Resume Examples & Samples

  • Provide accurate and professional service to MGAs, brokers and policyholders by telephone, mail or e-mail including, but not limited to, the following activities: Answering client inquiries & provide accurate information about BMO Life Assurance products
  • Requesting information from internal departments to ensure the accurate and timely production of related information for policyholders
  • Responding to policy information requests from beneficiaries, families of policyholders, funeral directors, government agencies, lawyers and follow established protocols
  • Performing required administrative tasks for clients, including address change, banking information changes and cancellations
  • Managing time sensitive financial transactions which requires understanding of market timing and the impact of backdating
  • Understanding the impact of the movement of money within the organization as it relates to AML guidelines to meet OSFI audit requirements
  • Responding to and resolving client issues and escalating, if required, to Assistant Manager, Client Services Process client service requests according to established guidelines In-depth knowledge of all system applications used to administer products and serves i.e. CAPSIL/INGENIUM
  • Follow established procedures in all communications with clients by phone, e-mail or written to ensure that compliance requirements are met for all scenarios
  • Create and maintain computer records on all systems to ensure accuracy of client information Risk Management
  • Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities
  • 1 - 2 years insurance industry experience in a customer service role
  • Working towards the LOMA 1 and 2 designation preferred
  • Working knowledge about products, process, policies and practices
  • Working knowledge of INGENIUM/CAPSIL preferred
  • Working understanding of policy contract wording & interpretation
  • Customer Service (In-depth)
  • Communication skills (Working)
  • Organizational skills (Working)
  • Attention to detail(Working)
  • Bilingualism (English and French) is a strong asset
21

Cib Operations Collateral Operations Middle Office Client Services Representative Bournemouth Professional Resume Examples & Samples

  • External Client services experience, or similar experience interacting with senior/demanding internal clients
  • Working knowledge of OTC Derivative products, Futures & Options 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
  • 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
  • Knowledge of Collateral Management for OTC Derivatives, Futures & Options and Fixed Income products an advantage
  • Business Objects reporting – experience of building reports for management information/analysis an advantage
22

Client Services Representative Resume Examples & Samples

  • Obtain, enter and interpret credit applications and credit bureau information in compliance with the company's policies and procedures
  • Review and evaluate each credit application, make credit buying decisions in compliance with company policies, procedures, and credit evaluation systems, and promptly communicate that decision to the retailer
  • Manage and build retailer relationships by responding to all credit inquiries with company turnaround standards
  • Effectively handle various inquiries from merchants/dealers regarding all phases
  • 2+ year of customer service experience
  • Must be able to work a 6 week rotating schedule that includes Saturdays and Sundays
  • Professional and persuasive oral and written communication skills
  • Strong organizational skills and detail oriented
  • Customer service attitude, strong numerical aptitude
  • Solid understanding of Company's programs and underwriting requirements
23

Client Services Representative Resume Examples & Samples

  • Greet clients that enter the off-site townhouse for the May Italian sale exhibition over a two week period
  • This includes working receptions and events, as well as nights and weekends
  • Assist clients with the following
  • Ability to communicate in a professional manner
  • Excellent client-relation and presentation skills
  • Strong origination skills and attention to detail
  • Calm under pressure
  • Dependability
  • Proficient with computers: PC and Mac platforms
  • Proactive individual who shows initiative during down times
  • Willingness to help others
  • Professional attitude: Friendly, patient, outgoing, polished appearance and demeanor
  • Respect in dealing with confidential information
  • Commitment to regular and punctual attendance
  • 2 Years of work experience, preferably in a Client Service related position
  • Art History background helpful
  • Degree - Bachelor’s Degree
  • Fluency in Italian required
  • Experience dealing with clients
  • Proficient in Microsoft Office Suite: Excel, Powerpoint, Word, Outlook
  • Credit Card Machines
  • Multi-line Phone System
  • Copy, Fax, Scanner Machines
24

Client Services Representative Resume Examples & Samples

  • Strong PC skills with knowledge of Microsoft Excel and Word. Knowledge of Microsoft Access or SQL databases a plus
  • Exceptional telephone and customer service skills
  • Ultimate team player
  • Ability to multi-task at all times
25

Client Services Representative Resume Examples & Samples

  • CSC & CPH an asset but not required
  • Ability to speak and understand Cantonese and Mandarin is definitely preferred
  • Must have customer service experience
  • Flexibility to work variable shifts in call center environment
26

Associate Client Services Representative Resume Examples & Samples

  • Partners with the CSRs to create work orders and then closely monitor the production and delivery of the work ordered
  • Partners with FSR with the DDSS marketing efforts to reach and showcase the filmmakers. Such as, but not limited to creating and editing stories for the DDSS web site and social media outlets, as well as coordinating efforts for others within DDSS to participate in preparing content for the website or other marketing functions In addition, the ACSR would w our Awards efforts and assist with our participation with the filmmaker groups/societies/ and guilds
  • Ensures that all work is in the system and billed within 24 hours of delivery
  • Point person between the client and studio operations, Facilities Services and Support (FS&S). Tracks, monitors, and follows up on FS&S requests
  • Builds and fosters relationships with our internal and external customers
  • Assists the CSRs in daily check-ins with client population to review past work and take orders for upcoming work
  • Receives work orders and direction from clients through calls and physical visits
  • Assists in the maintenance of the schedule book of all available times in all of our businesses and operations
  • Partners with studio operations to make sure all rooms in the Digital Studio Center are clean and comfortable
  • Works together with clients to ensure that the proper time and facilities are available for work across the portfolio of business units in PPS
  • Maintains ongoing daily communication about the status of the work in progress and availability of future dates
  • Proactively communicates how changing schedules impact work and costs
  • Handles the concierge role such as producing parking passes, going on coffee runs and keeping the kitchen pantry stocked, organized, and clean
  • Maintains a positive attitude, is friendly and helpful serving our clients and meeting their needs and other special requests
  • Delivers customer service by being helpful on the technical side, through the gathering and understanding technical and business requirements, schedules and workflows
  • Uses knowledge and vision for digital services, along with the lessons learned by others in the industry to build partnerships with operations partners and Studio allies to create innovative work-flows that are cost effective, efficient, timely and of quality
  • Additional responsibilities as required
  • Entertainment industry experience in motion picture post production, editorial, and visual effects at a post production facility and/or studio. The candidate should also have hands on experience working with the creative filmmakers and an ability to communicate everything from a visual effects workflow to their lunch order in an efficient and straightforward manner
  • Excellent organization, interpersonal, communication, and time management skills
  • Strong technical working knowledge and fluency in film, video and data-centric workflows
  • Must have a basic knowledge, with the capacity to learn more about customer requirements in picture and sound television and motion picture post production and delivery
  • Demonstrated ability to manage projects, timelines, and deals effectively with pressure
  • Prioritizes work activities; plans and stays organized in order to meet commitment and productivity standards
  • Multi-tasks by switching smoothly from one project or task to another
  • Takes ownership and responsibility for work progress
  • Ability to work well in a team environment and applies strong interpersonal skills in daily work activities
  • Fits and works well with a high energy and talented team
  • Experience working in a collaborative environment and managing external vendors
  • Expresses written ideas, thoughts, or facts in a clear, convincing, and organized way
  • Strong working knowledge of Microsoft Office applications (MS, Word, Excel, Outlook, PowerPoint) and SAP
  • Knowledge of the workflows and services offered within DDSS (with the ability to learn and grasp new workflow concepts in the context of the industry’s changing requirements)
  • High School Degree
27

Association Services Client Services Representative Resume Examples & Samples

  • Process a high volume of service requests (e.g. open and close accounts, account maintenance, issue official checks, wire transfers, statement/lockbox research)
  • Provide support to the Association Services Sales Team. Serve as a mentor to less experienced associates
  • Handle a high volume of incoming and outgoing calls, e-mails and faxes
  • Perform specialized operational functions (e.g. daily overdrafts, exception items, online banking, treasury management implementation, commercial analysis foreign, credit cards, inactivate letters, fraud, audit, quality assurance for production, Certificate of Deposit Account Registry Service (CDARs), Insured Cash Sweep (ICS) products, branch capture)
  • Develop a high-level understanding of on-boarding new clients, Automated Clearing House (ACH), Coupon Services, Payment Remittance Processing, Web Vault and PLUS applications to assist with client inquires
  • Support Association Services Department (ASD) Relationship Managers Sales Team and management
  • Professionally and independently address client complaints and offer solutions. Escalate to supervisor, when needed, while adhering to the Bank’s complaint monitoring process
  • Ensure confidentiality of client information and minimize risk by following the bank’s authentication process
  • Deliver excellent client service by responding to client inquiries and service requests in a reliable, responsive, empathetic and competent manner
  • Follow the BB&T Code of Ethics and other related policies, maintaining ethical behavior at all times
  • Three years of client service and operational experience in financial industry
  • Detailed-oriented with the ability to multi-task
  • Effective listening and problem-solving skills
  • Proven interpersonal relationship characteristics
  • Ability to work overtime, as needed
28

Client Services Representative Resume Examples & Samples

  • Associates degree or equivalent experience
  • 2-4 years of medical claims experience or customer service experience
  • Proficiency in Microsoft Outlook, Word, and Excel
  • Detail-oriented and able to work in a fast paced environment
29

Icg-senior Client Services Representative Resume Examples & Samples

  • Key point of contact for Citi’s internal and external Clients operational queries
  • Daily review of client statements and margining of futures positions
  • Liaise with Futures Operations teams to resolve Client trade allocation, margining, commissions & fees issues in timely and accurate manner
  • Partner with Client Executives, Business and Operations Management on regular and ad hoc review of Clients’ futures positions, Cash balances and Margin requirements
  • Co-ordinate with Sales Originations, Client Executives, Transitions, Operations teams for new client on-boarding and additional account openings
  • Liaise with Account Opening teams on setup and maintenance of Client commission schedules
  • Provide support to Clients on setup of access and reporting on CFO (“Citi Futures Online”)
  • Prepare of daily/weekly/monthly management and Client MIS reporting
  • Participate in documentation of business requirements and testing of new processes and systems
  • Support VP in the day-to-day management of ETD Client Services functions
  • Closely monitor and escalate to regional management any client issues
  • Develop and execute training plans to ensure that all team members possess sufficient knowledge and resources to perform the daily task
  • Closely partner with Business and Operations on new market and client service excellence initiatives
  • Monitor market / exchange developments and work with business, technology and other groups to implement new processes and systems
  • Participate in change initiatives designed to increase Operations scalability and controls
  • Support exchange and regulatory requirements including internal / external audits
  • Provide regular feedback to the team members
  • In-depth knowledge and experience of Exchange Traded Derivatives (ETD)
  • Minimum 6-10 years experience in Operations
  • Proven management track record and strong leadership capabilities
  • Solid knowledge of key industry futures systems, e.g. Clearvision, GMI and Intellimatch is a plus
  • Additional language skills such as Japanese, Chinese, Bahasa is a plus
  • Excellent communication and interpersonal skills
  • Strong team player who works well in a global and regional team environment
  • Ability to influence change and implement process improvements is essential
  • Innovative in devising support solutions and improving processes
  • Positive attitude with ability to motivate and inspire team
  • Hands-on manager who can lead without being a micro-manager
  • High level of client service to both internal and external clients with utmost professionalism at all times
30

Client Services Representative Resume Examples & Samples

  • Forward any facsimiles and incoming mail to appropriate vendor
  • Create a Call Description in the Salesforce system for individual members. Keep track of Open Calls within the Salesforce system and close when completed
  • Maintain a professional attitude with both co-workers and external clients
  • Local travel up to 30%
  • Must possess the ability to use an adding machine, personal computer, telephone, photocopier, facsimile machine and general office equipment
  • Must possess intermediate computer skills with Excel spreadsheets & MS Word
  • Must possess basic math skills, including the ability to add, subtract, multiply and divide whole numbers, decimals and fractions
  • Requires a minimum of two years of customer service or other related experience
31

Client Services Representative Resume Examples & Samples

  • 1 – 2 years insurance industry experience in a customer service role
  • Working towards the LOMA 1 and 2 designation
  • English/French bilingualism an asset
  • Working knowledge of INGENIUM/CAPSIL
  • Strong organizational skills (Working)
  • Call Management
32

Client Services Representative Resume Examples & Samples

  • Adapts to change easily
  • Courageous with making decisions for customer satisfaction
  • High School diploma accepted/bachelor degree preferred
33

Client Services Representative Resume Examples & Samples

  • Execute client trade orders to include purchases, redemptions, exchanges, transfers as well as maintain account specific information
  • Perform accurate and timely processing of transaction requests via phone, fax or email from shareholders, advisors and brokers
  • Analyze, research and resolve client inquires and issues
  • Act as a resource for staff of other departments on all products, services and operating procedures
  • Support management in various projects and initiatives as needed
  • A bachelor’s degree; a business-related major is preferred
  • Previous customer service experience and a strong customer focus orientation
  • Strong attention to detail skills, the ability to handle multiple tasks at once, and the ability to be effective in a fast paced environment are critical
  • Experience with the Microsoft suite of office products
  • Excellent oral and written communication and interpersonal skills
34

Client Services Representative Resume Examples & Samples

  • Handle telephone inquiries from Synchrony Financial’s enrolled CareCredit healthcare providers and Payment Solutions retail merchants (partners)
  • Review and analyze credit applications and credit bureau information in order to make credit decisions, exercising loan authority of $5,000 to $25,000 within compliance and risk guidelines. Effectively communicate our credit decisions to partners and/or applicants as necessary
  • Help providers and partners troubleshoot point of sale program software, website tools, and terminal hardware
  • Educate and assist providers and partners as to the operating aspects of our credit program and how to administer it
  • Provide systemic accounting and other technical support and resolve provider and partner merchant account issues
  • Determine and complete monetary adjustments to merchant accounts as necessary
  • 2+ years of customer service experience of any kind, or equivalent military experience
  • Ability to work Monday to Friday 9:30am-6:00pm, 10:30am-7:00pm or 11:00am-7:30pm with rotational Saturday's
  • 6+ months client services experience
  • Effective interpersonal skills for building and maintaining rapport with clients and customers
  • Service-oriented mindset with high level of detail orientation
  • Excellent verbal, written, and telephone communication skills
  • Ability to manage multiple tasks simultaneously
  • Strong negotiation and analytical skills
  • Ability to handle confidential and sensitive information
  • Background in healthcare office environment
35

Client Services Representative Resume Examples & Samples

  • Manage and reply to all inquiries received through email from customer
  • Communication of customer requests to operational team
  • Sales order entry and follow up through logistics
  • Prepare and maintain status reports and modify schedules or plans as required
  • Content/File Management
  • Correspond with customer to ensure customer requirements are met
  • Prepare for and participate in quarterly business reviews with customer as needed
  • Follow up to ensure that SLA of all projects are met
  • Maintain client confidentiality
  • Manage all documentation requirements such as process SOP's, training materials, and other documentation as necessary
  • Provide backup for Account Manager as well as other team members as needed
  • Customer Service experience and SAP knowledge required
  • Computer literate in Microsoft Office, predominately Excel
  • Solid analytical skills for planning and calculation
  • Effective verbal and written communication
  • Ability to work independently and with others
  • Must display initiative and flexibility to work in a fast-paced, changing environment
  • Ability to work overtime as required
  • Travel – minimal
  • Windows/MS Office
  • Proficient data entry skills
  • SAP
36

Citifinancial Retail Client Services Representative Reg Resume Examples & Samples

  • Strong analytical skills
  • Excellent oral and written communications skills in English and French is required
  • Work well in a team environment
  • Consumer finance industry experience is an asset
  • Possesses flexibility of working hours required including evenings, weekends and holidays
37

Commercial Client Services Representative Resume Examples & Samples

  • 5 years of experience in commercial banking servicing and/or support
  • Advanced knowledge of bank payment systems, account operations, and banking services
  • Strong customer service, interpersonal, and organizational skills
38

Client Services Representative Resume Examples & Samples

  • Working knowledge of the marketplace, including current conditions & trends in the Canadian & U.S. stock and bond markets is preferred
  • Previous experience working directly in a highly client driven environment, typically acquired with at least 6-12 months experience in a call center environment is preferred
  • Second business language skills in Cantonese and Mandarin are preferred
  • Willingness to work flexible shifts, extended hours and weekends as required
39

Senior Client Services Representative Resume Examples & Samples

  • Prepares appropriate loan documents based on type of loan transaction and maintains loan files ensuring they contain the proper documents and signatures
  • Reviews all documents to ensure accuracy and compliance with regulatory requirements
  • Follows up on transactions, including external recordings and filings, client advices, and verifications. Orders and reviews credit bureau reports
  • Monitor loan document deficiencies and review compliance reports for adherence to policy and procedures
  • Proactively engage in the loan renewal process by reviewing reports of maturing credits and coordinating the receipt of required information from the client for the renewal process
40

Client Services Representative Resume Examples & Samples

  • Strong customer service and administrative organizational skills
  • Advanced knowledge of Excel, Word, Outlook, and Internet
  • Strong data entry
  • Detail-oriented, critical thinker, problem solver
  • Need to take initiative and need minimal direction
  • Resourceful $
  • Light recruiting experience
41

Client Services Representative Resume Examples & Samples

  • Coordinates sales order processing
  • Maintains and updates orders
  • Executes manually all commercial changes, including: adding, deleting, allocation and moving of commercials
  • Supports and enhance agency relationships by monitoring client requests to ensure scheduled commercial spots air correctly
  • Assists with troubleshooting commercial operation issues and problems
  • Supports assigned accounts on a day-to-day basis after the close of a sale
  • Maintain close communication with commercial operations and sales planners to successfully execute each campaign
  • Update flowcharts when needed if orders are modified
  • Assist the clients/agencies with any questions regarding their campaigns including billing
  • Work with accounting on processing any accounts adjustments or special billing requests from the clients
  • Support the Finance Analyst on the tracking of accounts and revenue to ensure orders run properly
  • Manage and lead projects to improve or launch new processes
  • Must have strong communication and problem solving skills
  • Must be detail oriented, organized and be able to multi-task in a fast paced environment
  • Must be proficient in Microsoft Office with a basic knowledge of Excel (formulas, charts, etc)
  • Must be fluent in English and Spanish
42

Client Services Representative Resume Examples & Samples

  • Be flexible with overtime, especially during the RSP Season January through April
  • Simple practices are preached and expected: have great conversations with customers, deal with issues immediately, offer reasonable time frames, deliver on these time frames even if the issue is not completely resolved, keep customers in the loop, be here on time, etc
  • Adhere to schedules for shifts, training,
  • Daily attendance is paramount
  • Be available to customers
  • Always be compliant on every inbound and outbound call to manage risk, i.e. perform security checks on every call
  • Maintain a professional workspace
  • Process rejects within Citi policy and procedure guidelines using SPAW and / or Unitrax
  • Read and respond to emails and voicemails frequently
  • Manage outstanding items in a timely manner
  • Attend mandatory phone coaching on weekly basis
  • Work on special projects between calls as assigned
  • Make outgoing calls for clarification / confirmation with dealers
  • Provide alternative methods to resolving rejected items with the best interest of the client and Citi in mind
  • Provide answers and solutions to rejected items both by verbal and written contact as required
  • Excellent Communication- both written and oral
  • Strong Organization skills
  • Able to work in different Team settings
  • Technological Proficiency / Knowledge
  • Product Knowledge on the administrative functions of mutual funds
  • Assisting in Achieving / Driving Results for the department
  • Ethical Standards/Acts with Integrity
  • Mutual fund/ Financial industry Knowledge
  • Managing risk and maintain compliant
  • Able to Multi task and have a strong time management skills
  • Previous Call Centre experience
  • Previous financial industry experience
  • Education: High School diploma or GED required: College and University degree preferred
  • Excellent verbal and written communication (English, French / Cantonese if applicable)
  • Microsoft Office/ Outlook/ Window 7
  • Competent in multiple computer applications
  • Demonstrates the ability to identify and resolve problems
43

Client Services Representative Resume Examples & Samples

  • The successful candidate will have outstanding initiative and be a self-starter
  • Excellent oral and written business communication skills. Must be capable of explaining technical concepts clearly and simply to clients and client-facing personnel
  • Superior attention to detail
  • He/She will be team-oriented and collaborative and must possess strong integrity and professionalism
  • Solid foundation in investment finance concepts and ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree
  • Highly resourceful; ability to exercise superior judgment regarding investor requests: to interpret them, ask appropriate questions, do homework, and only expend internal resources of the firm for the most relevant, needed situations
  • Ability to interact directly with clients
  • Superior communication skills, both written and verbal; and
  • Series 7 and 63 licensed or ability to acquire licenses in a compressed timeframe
  • MBA from a top business school preferred
44

Wealth Management Client Services Representative Resume Examples & Samples

  • Knowledge of personal trust and advisory operations, investments, and banking operations preferred
  • Knowledge of products and services in these areas usually acquired through related work experience preferred
  • Solid analytical, problem solving, and organizational skills in order to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow
  • Strong attention to detail and ability to handle shifting priorities while meeting deadlines
45

Client Services Representative Resume Examples & Samples

  • Processing/inputting of Margins (margin calls)/FX trades
  • Handling of trade confirmation and reconciliation
  • Liaising with external traders, prime brokerage, FO/MO on trade booking/allocation issues (trade support)
  • Ensuring settlement instructions for trading accounts are updated or amended accurately
  • Handling of trading account setups/closures
  • Analyzing statements to account for huge transaction amounts
  • Posting of journal entries to resolve trade breaks
46

FIC E-commerce Client Services Representative Resume Examples & Samples

  • Onboarding clients to FXEM specific platforms (both proprietary and third party) such as Matrix, Passport FX, FXAll, FXConnect, Bloomberg, 360T, and direct FIX API connections
  • Enhanced onboarding and client configuration for products such as algos and for STP integration
  • Ongoing client care and management of FXEM E-Commerce clients on these platforms
  • Investigation and resolution of client issues such as trade rejections, and the inability to trade or use specific functionality
  • Vendor relationship management
  • Producing metrics on client adoption rates, vendor platform performance and other MIS for senior management
  • Sales / relationship management experience
  • Good understanding of business drivers, trade flow, and concepts of risk
  • Supported a Sales or Trading desk
  • Experience of supporting sales and trading environment, preferably within FX
47

Global Trade Senior Client Services Representative Resume Examples & Samples

  • Perform a variety of tasks associated with the servicing of international commercial letters of credit and documentary collections transactions to include review and routing of incoming transactions per established procedures, scanning of documentation, research and collaboration with KeyBank’s service provider and mailing correspondence to external clients in order to ensure an excellent client experience
  • Expertise in trade finance-specific Office of Foreign Asset Control (OFAC) and AML/BSA regulations; proficient in OFAC and pouch activity reporting to ensure compliance with government regulations
  • Act as technical expert, responding to queries and correspondence received from external clients in a timely manner and within established SLA
  • Handle complex queries, resolve non-routine issues and make decisions independently on the most complex matters
  • Using standard transaction reporting and other tools, communicate with external clients on transactions requiring follow-up and/or monitoring in accordance with established policies and procedures
  • Provide product expertise and guidance to other team memberes in structuring commercial letter of credit and documentary collection transactions
  • Adhere to all compliance policies and procedures
  • Assist team leader with the establishment of procedures and policies to ensure service quality standards and SLA’s are achieved
  • Has CDCS or equivalent industry certification
  • Act as a product expert and liaison to contacts within the industry and within the bank
  • May represent the organization at industry conferences or meetings
  • Recognize and recommend the training needs of staff to management
  • Responsible for continuous improvement and the implementation of updated procedures and process flows within KeyBank departments and/or with KeyBank’s third party service provider organization
  • Communicate client product needs to product management staff and assist in the assessment of potential solutions and economic viability
  • Bachelor's Degree or solid background of three or more years of call center experience in the financial services industry
  • Minimum of five years of experience in International trade operations, including in-depth knowledge of trade finance,commercial letters of credit and documentary collections
  • Ability to perform effectively in a highly collaborative team that works in a high volume fast-paced environment
  • Professionalism with excellent interpersonal and behavorial skills
  • Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining good personal relationships
  • Comfortable and confident speaking and meeting with external clients, self-motivated
  • Experience working in the International Operations department of a commercial bank, including servicing commercial letters of credit, documentary collections and foreign exchange
  • Extensive knowledge of ICC Uniform Customs and Practice 600, URR 725 Bank to Bank Reimbursements and ISBP 2007 revision for UCP600 and URC522 for collections
  • Working knowledge of Microsoft Office suite of products
  • Familiarity with KeyBank systems and operation
48

Client Services Representative Resume Examples & Samples

  • Native level or fluent level German
  • Previous experience in service desk role, ideally coming from a financial services background
  • A flexible approach to work and be capable of handling multiple priorities in a fast paced environment
  • Strong PC Skills - thorough knowledge of MS Word & Excel
  • High level of numeracy with excellent attention to detail
  • Highly organised, self-motivated and can pre-empt situations rather than waiting for instruction
  • Strong interpersonal skills with an excellent telephone manner
  • High degree of professionalism
49

Client Services Representative Resume Examples & Samples

  • Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Examination (CPH) are an asset
  • Currently registered with the Investment Industry Regulatory Organization of Canada (IIROC) is an asset
  • Completion of/in the process of completing the Derivatives Fundamental and Options Licensing Course (DFOL) is an asset
  • Additional business language skills in Cantonese and/or Mandarin is preferred
  • Well-developed organization and prioritization skills. Proven ability to juggle multiple tasks within a dynamic deadline environment
  • Willingness to work flexible & extended hours is required
  • Must demonstrate a genuine desire and interest to perform in a sales-oriented capacity; the candidate must be able to describe a successful selling experience within any context
50

Client Services Representative Resume Examples & Samples

  • Handle all inbound calls and represent Invesco in a professional manner
  • Establish and build rapport with customers by engaging in conversations that educate them on Invesco products and services
  • Apply internal policies, procedures, external legislation and regulations in accordance with stated guidelines
  • Evaluate research and facilitate the resolution of customer needs or account adjustments in a timely fashion
  • Accept full ownership and accountability for the resolution of customer needs from start to finish
  • Utilize different computer applications to access account information and reference materials
  • Update account specific transactions on customer accounts ensuring completeness and accuracy
  • Maintain a current understanding of required internal information as well as related market or industry news and events
  • Understand broader business issues and proactively seek opportunities to add value to our customers and distribution partners
  • Meet or exceed departmental quality standards and job related performance targets
  • Work closely with other departments and peers to ensure the successful delivery of corporate and operations goals and objectives
  • Successfully complete external and or internal industry related courses as required
  • Excellent working knowledge of PC applications such as MS word, MS outlook and web-based technology
  • A thorough understanding of customer service and contact center dynamics
  • Financial service/mutual fund knowledge or experience a definite asset
  • The ability to handle multiple tasks and demands while maintaining our day to day service commitments to our customers
51

Client Services Representative Resume Examples & Samples

  • Provide day-to-day operational support to Investment Managers (IMs) and Clients ensuring their requirements are met professionally and expediently
  • Develop and improve your IM or Client relationships including taking proactive ownership of all operational issues
  • Monitoring of internal risk management controls including failed transactions and overdrawn balances and ensuring that the checklist is completed daily
  • Maintain accurate desktop procedures, KYC documentation and standing instructions for an assigned group of IMs or Clients and ensure the operational group is aware of and comply with these procedures
  • Ensure all IM or Client queries are logged, monitored and closed on the appropriate system, providing appropriate client communication until resolution and management reporting on overstandard queries where required
  • Interface with other internal departments (including the Operational team, Global Custody, Treasury, Securities Lending and Corporate Actions) to ensure timely resolution of cross-departmental issues
  • Client Focus
  • Job Proficiency
  • Supervision
  • Problem solving/ Crisis Management
  • Proven knowledge of Global Custody markets and products
  • Experience with the core custody systems
  • Excellent organizational skills, with accurate manipulation, analysis & checking of figure work
  • Experience of using Microsoft Office products, in particular manipulating Excel spreadsheets. Utilising advanced functions would be desirable
  • Able to work individually or in a team to achieve a common goal
  • Able to deal appropriately with many tasks simultaneously
  • Able to communicate at all levels, both orally and in writing
  • Quick to develop new skills and a pro-active approach to learning and training
  • Other language skills is a plus
52

Treasury Management Client Services Representative Resume Examples & Samples

  • Minimum 1 year experience in customer service operations in a banking environment required
  • Minimum 1 year with direct client contact experience required
  • Minimum 1 year experience with MS office applications required
  • Call center experience in a bank or financial institution highly preferred
  • Experience with online Treasury Services and Products preferred
  • A firm understanding of ACH, Wire transfers and Remote Check Capture preferred
  • Strong analytical, organizational and problem solving skills
  • Strong PC skills including spreadsheet and database manipulation
  • Good knowledge of general banking operations and procedures
  • Excellent knowledge of assigned products/services
  • Ability to interface in an effective and professional manner with clients, potential clients, and all levels of CNB colleagues
  • Ability to remain calm when interacting with clients in difficult situations
  • Represents basic qualifications for the position
53

Level Client Services Representative Resume Examples & Samples

  • To coordinate the provision of high quality services to internal and external clients ensuring effective issue resolution
  • Develop an in-depth understanding of client expectations so that client satisfaction and service excellence can be continuously enhanced
  • All queries and issues should be responded to in a timely professional manner, ensuring that regular updates to both internal and external clients are provided. No previous experience in a financial services environment is necessary as training will be provided
  • Candidate must be capable of dealing with clients on a daily basis
  • Will regularly interact with clients and Senior CSRs / Team Leaders and Relationship Managers
  • Ideally some work experience within financial services
  • High level accuracy and attention to detail
  • Proactive, focused attitude towards work and an ability to consistently meet deadlines
  • Proficiency in using Microsoft packages particularly Excel
  • Excellent teamwork, interpersonal, oral and written communication skills
  • Excellent analytical, organisational and time management skills
  • Demonstrated ability to plan and implement workflow requirements of a team
  • Third level qualification whilst not essential would be beneficial
54

Client Services Representative Resume Examples & Samples

  • Train clients on TicketWeb’s self-service software to develop independent, full-user clients including box office personnel on equipment and system functionality and setup
  • Work closely with clients primarily via Zoom™ and over the phone, to build their own events, manage their own on/off sales, and pull their own reports
  • Consult clients on ticketing & marketing best practices to improve their business
  • Responsible for accomplishing Operations departmental goals, including ongoing client training, increasing sales, and offering ideas to improve operational efficiency,
  • Train client representatives on troubleshooting of client’s ticket printers, mobile scanning and any other TicketWeb related equipment and also serve as escalation point for unresolved issues
  • Phone and possible on-site client support
  • Assist Crozet Fulfillment center as needed on maintaining accurate records for all equipment moving in or out, including tracking down overdue client returns
  • Coordinate repairs of broken equipment as needed
  • Perform system and / or Firmware upgrades
  • Store, move, and maintain inventories of limited number of mobile scanning devices
  • Assist Product update technical documentation
  • Foster and maintain excellent relationships with clients, vendors, and commodity providers including telephone and e-mail support to resolve both account and technical issues
  • Responsible for proactive communication between TicketWeb staff, clients, and customers
  • Miscellaneous duties as they arise Available shift will be Monday – Friday. Typical hours are 9AM-6PM with required rotating evening and weekend call duty
  • With as much notice as possible, occasional overtime, evening, and weekend hours may be required based on client/event support requirements
  • 2+ years of customer/client services experience
  • Ability to train clients of all levels
  • Familiarity with the Internet, software, and software support
  • Must possess a working knowledge of Microsoft Word and Excel, Facebook, Twitter and other social marketing sites
  • Ability to lift 25 lbs
  • Knowledge of ticketing industry preferred but not required
55

Client Services Representative Resume Examples & Samples

  • Screen and log calls and respond directly to inquiries
  • Supports NSM, LSM and Account Managers on make goods and sales traffic support
  • Provide air times and researching of billing discrepancies
  • Work with Client Financial Services to establish Agency & Client billing codes
  • Make necessary Day of Air changes on last minute orders or changes
  • Effectively understand log functions, avails, and displace spots
  • Organize and maintain files on all projects and keep updated
  • Assist sales department with monthly invoice mailings and adding postage, address labels, etc
  • Manage special projects as designated, dealing with administrative and coordination issues
  • Support all departments with station initiatives and events
  • A minimum of a BA degree, or equivalent experience
  • Must be willing to work at the station in Las Vegas location
  • Bilingual (Spanish / English); verbal and written proficiency
  • Must be willing submit to a background investigation
  • No relocation benefits available
  • Knowledge of Wide Orbit, Florical, and OSI
  • 1 year experience in radio/television sales preferred
  • Able to meet deadlines and work well under pressure
  • Excellent administrative and communications skills (written and verbal)
  • Organizational skills with attention to detail
56

Client Services Representative Resume Examples & Samples

  • Maintain relationships with SSA field offices and financial institutions (FI) participating in the AFI Program
  • Train SSA and financial institution personnel on all components of the solution, including the web-based application and all supporting procedures
  • When necessary, recruit FIs for participation in the AFI
  • Respond to phone and email inquiries regarding the AFI application from Field Office and financial institution staff. Log all inquiries and resolution into the appropriate system
  • Contacts financial institutions to encourage the completion of outstanding and overdue requests
  • Concisely communicate to Supervisor status of all aspects of the operation
  • Perform registration of financial institutions, including additions changes/deletions to institution and user accounts
  • Comply with the governing quality control program
  • Assist in resolving/reporting any errors related to any aspect of the operation
  • Assist in maintaining documentation of procedures and reports
  • Assist in evaluating existing procedures to identify efficiencies that can be introduced into the solution
  • Attend and contribute to production meetings
  • Strong attention to detail, and a commitment to the highest quality of performance
  • Exceptional oral and written communication skills. Must be able to efficiently perform multiple tasks, such as communicating issues and solutions, recruiting participants and training over the phone
  • Extremely organized, customer service experience highly preferred
  • Able to work under pressure and meet deadlines with ability to work overtime
  • Self-motivated, reliable, proficient at working independently as well as in a team
  • Proactive approach in addressing all needs of the participants
  • Able to work with PCs and web-based applications. Experience with Excel and Word required
  • Agree to an FBI back-ground check
57

Client Services Representative Resume Examples & Samples

  • Knowledge of Microsoft Office products (Excel, Word, Outlook)
  • Strong interest in data quality
  • Close attention to detail
  • Proven ability to deliver results in a dynamic environment with changing and multiple priorities
  • Familiarity with CRM/CMS systems and data maintenance
  • Strong spoken and written communication skills
  • Proven problem solving ability
  • Ability to build and maintain positive rapport with colleagues and stakeholders at all levels
  • Ability to work effectively through others and interface persuasively with other individuals throughout the organisation
  • Pragmatic, self-directed and self-disciplined
  • The versatility to work on several projects at once and prioritise their own time
58

Client Services Representative Resume Examples & Samples

  • The Client Service Representative (CSR) employees provide support for the users on the
  • Provide customer support on TransPerfect Interactive’s 24/7 help desk
  • Provide phone support for users calling the support phone line
  • Responsible for managing the individual projects on the TransPerfect Interactive applications, including working with the administrators in the creation of the site, training end users on using the application, and working closely with the site administrators on the ongoing upkeep and management of the site
  • CSRs are also responsible for performing, at the direction and discretion of the Manager of Client Services, User Acceptance Testing (UAT) of new features/functions of the application completed by the development team
  • Minimum Bachelor’s Degree from a 4-year college or university
  • Superior written and spoken communication skills in English
  • Proficiency in Microsoft Office (Word, Excel, Outlook)
  • Experience with Adobe applications including Acrobat Professional, Reader, and Distiller
  • Proficient with Windows Operating systems XP and higher
  • Must be able multitask in a fast-paced environment, work well with people from a variety of different backgrounds and cultures, build relationships with clients and co-workers, work independently and as part of a team, take active measures to solve problems and commit to a high level of service
59

Client Services Representative Resume Examples & Samples

  • Managers who are approachable and recognized for their ability to coach and mentor the associates on their teams
  • A shared desire to do meaningful work alongside bright, engaged people
  • Comprehensive, paid training beginning your first day of employment
  • Opportunities to learn and educate others about the mutual fund industry, no sales or advising is involved
  • Receiving inbound calls from shareholders and financial advisors across the country
  • Helping callers manage their mutual fund accounts by completing on-line account transactions, such as investments, redemptions, and account maintenance
  • Educating callers on American Funds’ services and broader industry policies
  • Researching and resolving customer inquiries in a timely manner
  • Providing telephone support to website users
  • Customer service experience in any industry preferred
  • An interest in learning about financial services (no prior industry experience is necessary)
  • The ability to learn and apply considerable amounts of information
  • Excellent PC/Internet skills
  • Flexibility to work additional hours as needed
60

Client Services Representative Resume Examples & Samples

  • Observe procedures and best practices to reduce occurrence and severity of potential mistakes, escalate issues promptly to Management and participate in the continuous improvement of processes
  • Prepare the relevant regulatory reportings for the region (Australia, Singapore…)
  • 5+ years experience with ETD (Exchange Traded Derivatives)
  • Knowledge on Commodity
  • Previous experience in a client facing role
  • Good interpersonal and communication skills, sense of service, and flexibility are essential requirements
  • Fluent in written and spoken English and Mandarin
61

OTC Clearing & FX Client Services Representative Resume Examples & Samples

  • Foster superior Client Service culture through all possible actions
  • Ensure Client Services staff maintains a strong relationship with top tier clients through regular visits and meetings as often as necessary
  • Through regular interaction and working closely, have a strong understanding of stake holders expectations (Business Lines, Legal, Compliance, AML, Risk, and other areas within Operations) to ensure consistency both locally and transversally
  • Continue to develop and cultivate an open and strong relationship with the business line and other key stakeholders
  • Be a day to day for customer management, proactive contact needs and reacting to any issues
  • Ensure client and business requirements and associated operational solutions are communicated to meet customer expectations
  • Active participation in events, forums and client meetings
  • Extensive knowledge and experience in the different products across OTC instruments, the regulatory drivers and associated product flows
  • A detailed understanding of workflows and system flows throughout OTC clearing at other Primes
  • Good understanding of ‘best practice’ systems and vendors for OTC Clearing
  • Ability to balance demands of change management against a backdrop of exceeding client expectations
  • Ability to explain complex workflows, and ‘best practice’ Roles and Responsibilities and document controls enhancements as required
  • Assisting with performance analysis and process improvement
  • Client Service within an OTC Clearing front office or FXPB middle office/Operations experience at team leadership
  • Large and comprehensive knowledge of Clearing products as well as associated Operations processes
62

Client Services Representative, Commodities Resume Examples & Samples

  • Responsibility for ensuring that you are fully aware of and adhere to internal Policies that relate to you, your business or other businesses for which you have any level of responsibility. It is your responsibility to ensure compliance with operational risk requirements (e.g. Golden rules, security policies and regulatory requirements)
  • Responsibility for managing, controlling, preparing and escalating risk within the scope of your position
  • Responsibility for reading, understanding and complying with the Company’s Conduct and Standards and corresponding regulations. You will be notified of changes to policies in a timely manner through announcements and/or intranet updates
63

Client Services Representative Resume Examples & Samples

  • Working within the Client Services team you will be asked to perform following duties
  • Day to day account management for clients on world-wide markets including
  • Trades and cash breaks monitoring and clearing
  • Settlement issues
  • Balance conversions
  • Collateral managements, brokerage and interests queries, cash adjustments, IT queries, static data, corporate actions, dividends
  • Management of the daily client margin calls and treasury reports
  • Dealing with the daily client files for reporting purposes
  • Client liaison regarding exercises/assignments, first notice and last trading day notification and tracking, expirations and physical deliveries management
  • Client liaison regarding cash management, interest, commissions and fees
  • Dealing with all queries from clients ensuring problems are resolved promptly and efficiently
  • Supporting and developing the Management of client relationships, including visits, Service Level reviews, keeping up to date records on client issues, minutes, hierarchy structure, development and problems
  • Develop and maintain the relations between CS/Ops and the business lines, Account Executives and the Relationship Management group
  • Demonstrate, promote and foster a strong working relationship between CS/Ops and other support functions
  • Escalate material problems and issues in a professional manner to your direct reporting line
  • Have a detailed knowledge of SG Portal offering and able to assist and help the client and the team to utilise its full functional suite
  • Use Management Information System (MIS) and Know Your Client (KYC) reporting
  • Participate in projects to improve processes and workflows
  • Any other ad hoc tasks as required for the role
  • Ensure Financial Crime prevention and Compliance procedures (Compliance manual) are applied, enforced and followed
  • Take ownership for your own training ensuring you are fully competent on all areas that impact your role
  • Ensure you keep an open communication channel with your supervisor and / or manager through out the day, escalating any issue that is outside of normal day to day activity
  • Act with integrity and due skill, care and diligence in carrying out your duties. Your actions should always be able to satisfy high standards of scrutiny
  • Observe proper standards of market conduct. Responsibility to ensure that you take reasonable steps to be fully aware of, understand and comply with all regulatory requirements from all regulatory bodies that are applicable to your business
  • In the event of any doubt about your role, responsibilities or questions surrounding escalation, please refer to your direct report or local management immediately
64

Client Services Representative, Night Team Resume Examples & Samples

  • Engage with existing clients and generate new client leads
  • Consistently represent the brand attributes to engage the client at every point of contact in the client life-cycle
  • Bachelor’s degree or an equivalent combination of education and customer service experience
  • Ability to handle and deliver multiple projects simultaneously is a must
  • Strong attention to detail and the ability to work independently and as part of a dynamic team
  • Excellent consulting, problem solving, and analytical skills
  • Ability to think critically and willingness to ask questions
  • Very high level of organizational and time management skills
65

Client Services Representative Resume Examples & Samples

  • High school diploma or equivalent required. Associate's degree preferred
  • Previous experience in a medical setting is preferred
  • Knowledge of medical terminology and transcription is also preferred
  • Computer proficiency is necessary in addition to excellent interpersonal, organizational, and communication skills
  • Must be able to work under minimal supervision in a high volume setting
66

Client Services Representative Portfolio Specialist Resume Examples & Samples

  • A solid foundation in investment finance concepts, including a thorough understanding of capital structure
  • Ability to acquire thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by Oaktree
  • Proven experience interacting directly and demonstrating influence, as well as a service-orientation, with external clients
  • Experience operating a function and/or designing or improving processes; and
67

Client Services Representative Resume Examples & Samples

  • Bachelor’s degree or equivalent work experience combined with a technical school certification
  • Minimum of 3 years of call center experience, minimum of 1 year in the technical support area and desired 2 years in customer service
  • Strong PC, mainframe, Internet knowledge, problem solving, analytical, and customer service
  • Strong troubleshooting and analytical thinking skills
  • Advanced English Language skills, both verbal and written
  • Salesforce experience a plus
68

Client Services Representative Resume Examples & Samples

  • Address and resolve any daily operational service issues and customer requests in a timely and efficient manner
  • Address and resolve any NIGO (Not In Good Order) items in a timely and efficient manner
  • Identify issues that need to be elevated and escalate to appropriate resources
  • Provide client service support to: Advisor inquiries and Internal Wholesale support team
  • Monitor and respond to client email communications
  • Escalate unresolved investor and/or advisor complaints for resolution
  • Monitoring of call activity reporting against benchmark SLA metrics
  • Production of call centre reporting
  • Field and resolve activities relating to our direct investors
  • Assist with the management of dealer relationships and support of the dealer's back office needs
  • Experience within a Mutual Fund and/or segregated fund call centre and operational support
  • Operations or Canadian Securities Course would be an asset
69

Client Services Representative Resume Examples & Samples

  • Four years of professional work experience or equivalent internship
  • Demonstrate agility across competing priorities and changing expectations
  • Global cultural orientation and excellent interpersonal skills
  • Fluency in English required, knowledge of additional languages would be useful
  • Must demonstrate good judgment and mature business skills
  • Ability to use standard office software such as Word, PowerPoint, Outlook
70

Client Services Representative Resume Examples & Samples

  • Detailed analysis, testing and triaging of client software issues
  • Act as a liaison and primary point of contact between client and internal departments in facilitating issue resolution and/or software delivery
  • Lead multiple client issues and inquiries in an energizing environment
  • Maintain an understanding of clients' business and processes to better assess areas of improvement or opportunities for additional application training
  • Lead implementation of proposed solutions of issues or application enhancements
  • Build and maintain client relationships and maintain high levels of client satisfaction
  • Ideally 1-3 years of client support experience, open to recent graduates
  • Excellent written and verbal communication, and social skills
  • Ability to prioritize effectively, multitask, and manage time appropriately
  • Proficiency in Microsoft Office Suite
  • Ability to problem solve and work in a fast-paced, collaborative environment
  • BS/BA degree in Business, Technology, or related field
71

Client Services Representative Resume Examples & Samples

  • Take ownership and track a variety of ongoing complex enquires ensuring that the relevant internal departments are followed up with to guarantee client issues are closed out
  • Articulate a full understanding of Broadridge's proxy process in order to demonstrate a full awareness of multiple Broadridge products and services available to clients
  • Provide demonstrations to new clients by webex and via conference calls of Broadridge's client facing platforms
  • Co-ordinate client onboarding/conversions and assist with client testing where applicable
  • Keep abreast of local market updates, changes in regulation, market practice and share knowledge with client/team
  • Perform other duties/responsibilities as needed or assigned by the team leader
  • LI-JF1
72

Listed Derivatives & OTC Client Services Representative Resume Examples & Samples

  • Single point of contact navigating the organisation for our clients
  • Ensure that client reporting is accurate and dispatched in a timely manner
  • Ensure accurate and timely collateral management, meeting both regulatory requirements and client requests
  • Resolve trade and collateral breaks
  • Ability to calculate and adjust P&L figures
  • Ensure accurate commission and billing
  • Develop and maintain relationships with clients, and internal stakeholders
  • Keep up to date with changes and upcoming functionality
  • Propose developments to improve our clients' experience and make our processes more efficient
  • Work with IT to develop and rollout new customer technology
  • Ensure that clients' accounts are setup in a timely manner with both internal and external parties
  • Escalate effectively to management in a timely manner
  • Strong client service experience in derivatives
  • Prior Listed Derivative or OTC Clearing experience favoured
  • Strong interpersonal and relationship management skills, being able to communicate clearly and concisely
  • The ability to work under pressure and multitask
  • Possess robust analytical skills, an attention to detail and a keen awareness of risk
  • Candidate should be a self-starter with the ability to work either on their own initiative as well as be a solid team player
  • Possess an ability to identify and deliver process improvements
  • 00am - 5.00pm
  • 00am - 6.00pm
  • 00am - 7.00pm
73

Client Services Representative Resume Examples & Samples

  • Process detailed, error-free programs
  • Provide superb customer service to all assigned clients by guiding them through the sales process
  • Assist and contribute to the development of client proposals, presentations and analyses
  • Create and update internal /external reports
  • Act as a liaison between clients, sales management team and sales support departments
  • Review and approve billing prior to client invoicing
  • Developing competitive tracking insights
  • Developing market list strategies that will enable clients to most effectively target their customers
  • Assist in invoice reconciliation
  • Work with the team to improve account management process
  • Generate and manage program timelines
  • Assist in training new account coordinators
  • Ad hoc projects
74

Laboratory Client Services Representative Resume Examples & Samples

  • Supports patient care by effectively navigating complex computer and phone systems, while following all RT-PLMI and departmental standard operating procedures for both internal and external customers
  • Builds and maintains client relationships by providing exceptional service with a positive, professional and empathetic demeanor in all forms of communication
  • Provides support to LCSR I on emergent and complex issues
  • Acts as a mentor to LCSR during initial training and task expansion
  • Participates in hiring committees as requested
  • Researches and reports patient test results to authorized caregivers
  • Researches and responds to requests for test information, specimen requirements, supplies and fees associated with internal and referred laboratory testing
  • Creates and modifies patient orders and demographics by following complex ordering procedures and utilizing multiple ordering systems
  • Processes requests from clients to have patient specimens picked up
  • Provides education, guidance, and troubleshooting to customers regarding available resources and application utility
  • Exercises careful deliberation and judgment while responding to emergent situations in order to best serve patients, caregivers, RT-PLMI and Cleveland Clinic
  • Demonstrates excellent information management skills through case ownership, prioritization, handling, documentation, reporting and follow-through
  • Exhibits a commitment to accuracy, thoroughness, timeliness
  • Resolves complex situations that require escalation from LSCR I and the Laboratory Client Services Coordinator, or additional levels of supervision
  • Two years of laboratory experience required. One year customer service experience required
  • Basic computer skills in Microsoft Office with the ability to learn new software
75

Client Services Representative Resume Examples & Samples

  • BA/BS required
  • 5 years customer service experience (credit related a plus)
  • Must be flexible to work any shift between 7am - 7pm
  • Ability to plan, organize and prioritize workload in an efficient manner
  • Proven track record of over-achievement working well in team environment
  • Demonstrated ability to resolve conflict at any level
  • Knowledge of Experian products, services and systems preferred
  • Superior customer service skills/critical thinker/problem solver
  • Strong PC / internet skills
  • Knowledge of Salesforce.com
76

Client Services Representative Resume Examples & Samples

  • Respond professionally, accurately and efficiently to employer inquiries received by phone, email and written correspondence regarding the administration of their plans and ICMA-RC services and products
  • Work cohesively with other ICMA-RC departments and divisions in coordinating and delivering responses to employer inquiries and problems
  • Assist with special projects and rotating team functions such as Fees & Billing, Audit Requests, etc
  • Serve as a primary contact and become a subject matter expert for those clients specifically assigned in order to consistently address their needs and foster a higher level of client relationship
77

Client Services Representative Resume Examples & Samples

  • To promptly and accurately resolve email and telephone enquiries from clients about their proxy voting requirements
  • To ensure all email and telephone enquiries are resolved to a very high standard and all responses fulfil the client's expectations
  • To take ownership of and to track ongoing and complex enquiries with various internal departments to ensure the actions are completed and the appropriate responses are closed out with the client
  • To produce reports for clients based on systematic and manual output
  • To issue email alerts to clients along with any relevant supporting documentation to facilitate proxy voting
  • To process ad hoc administration requests from clients in line with pre-defined Service Level Agreements
  • To articulate a full understanding of Broadridge's proxy process and to demonstrate a full awareness of multiple Broadridge products and services available to clients
  • To co-ordinate and actively participate in client meetings and service review discussions
  • To ensure the client understands the complete Broadridge proxy voting processes and vote platforms available
  • To set up and lead regular conference calls with your allocated clients and to keep a record of all actions and minutes from these calls
  • To track client issues/requests and to monitor progress through to successful completion
  • To co-ordinate client on-boarding/conversions and to assist with client testing where applicable
  • To provide demonstrations to new clients by webex and via conference calls
  • To build an effective and professional working relationship with your client base and to deliver a world class service at all times
  • To keep abreast of local market updates and changes in regulation and market practice and to share knowledge with clients/staff internally where applicable
  • To participate fully as a team member within the Client Service team and to share knowledge and ideas to improve client satisfaction and service delivery
  • May perform other duties/responsibilities as needed or assigned by the team leader
  • eF_TA1
78

Client Services Representative Resume Examples & Samples

  • Serves as primary point of contact for internal and external clients and various departments/divisions to resolve outstanding issues, comply with customer requests, and respond to client inquiries
  • Provides support in research and resolution of problems and inquiries
  • Interfaces with clients to determine present and future needs and discusses progress toward solutions
  • Coordinates with clients, relationship managers, and other appropriate areas to ensure clients are properly serviced, paperwork is properly executed, and all operational arrangements are in place to service assigned accounts
  • Prepares monthly and quarterly sales and departmental reports
  • Keeps abreast of new products/services and changes to existing products/services
  • Maintains comprehensive knowledge of applicable products, services, and company policies and procedures
  • Identifies additional opportunities to provide more products, services or other resources to customer and refers to managing director/relationship manager
  • May participate in business reviews to learn about clients' strategic direction as well as gain a good understanding of the products and/or services FIS is offering
  • Participates in client loyalty process by informing assigned clients of process, encouraging clients to respond to survey information in a timely manner, participating in follow-up discussions and developing action plans to address any negative comments
  • Other related duties are assigned as needed
  • Communicates ideas both verbally and in written form in a clear, concise, and professional manner
  • Requires working knowledge of FIS products/services as well as general banking operations and procedures
  • Ability to understand and apply concepts
  • Ability to handle projects commensurate with job expectations
  • Requires excellent presentation, writing, organizational, analytical, and problem solving skills
  • Requires human relations, negotiation and documentation skills
  • Flexibility, versatility, dependability
79

Client Services Representative Resume Examples & Samples

  • Associate’s degree or equivalent education required
  • Minimum two years laboratory/medical environment experience preferred
  • Advanced computer skills with data base knowledge
  • Customer service focus/orientation and previous customer service experience required
  • Good verbal, written, interpersonal communication
  • Problem solving skills a must
  • Must be a critical thinker
  • Ability to deal effectively with others in stressful customer service situations
  • Must be able to work independently or with minimal supervision required
80

Client Services Representative Resume Examples & Samples

  • Answer incoming phone call, online chat and email communications from 1st Global financial advisors, assistants and clients
  • Operating with the highest standard of service quality, a CSR owns the issue from the time a work item is received through its resolution by working in a detailed, timely and collaborative manner. Common issues presented may include (but are not limited to) the set-up of new accounts, transfer of assets, money movement, advisor compensation, and data or account problem resolution
  • Using internal systems and platforms, CSRs document and resolve all contacts with advisors, assistants, third parties, and end clients
  • Act as a liaison internally by working collaboratively across various internal departments to resolve complex issues
  • Assist other departments as requested
  • Assist with identifying and implementing new processes or procedural improvements
  • BA/BS in Business, Finance or a related field preferred, or the equivalent work experience in a related industry
  • Ability to work non-standard hours to accommodate time zone differences
  • Ability to work with a sense of urgency while maintaining a high level of quality and meeting service standards
  • Exceptional client service and phone skills
  • Strong attention to detail and ability to multi-task
  • Ability to work effectively independently, as well as in a team environment
  • Strong computer skills, including proficiency in MS Office applications
81

Emro Client Services Representative Resume Examples & Samples

  • Work closely with the MRO vendor, clients, clinicians, and other eScreen employees to ensure documentation accuracy and time efficiency for all results requiring medical review
  • Document detailed information related to client/donor interaction and review-related issues
  • Answer phone calls, and/or emails from clients, donors, clinicians, and laboratories relating to results, testing, documents processing, reporting, and other issues
  • Maintain the processes required for compliant medical review, and assist in the resolution of issues related to that process
  • Coordinate receipt of source documents with the MRO; resolve questions, inconsistencies, or missing data on the documents under review
  • Compile, sort, and verify accuracy of all results in the MRO review process
  • Request documentation from vendors, clinics, or clients as required to complete the review process
  • Perform extensive follow-up with the client and other co-workers to assure completion of review in a timely manner
  • NOTE: In the event the candidate does not meet all requirements, the interviewer has the authority to hire at their discretion
  • Proficiency with Microsoft office (Word, Excel, Outlook)
  • Federal DOT drug testing regulation knowledge is preferred
82

Client Services Representative Resume Examples & Samples

  • Respond to client questions via email and phone
  • Utilize tracking system to document client issues
  • Maintain ownership of issue until resolution is provided
  • Escalate client application issues to Support Manager as necessary
  • 0-2 years’ experience
  • Experience working in Control Room or Compliance Office for a Financial Services firm is a plus
  • Familiarity with Broker Dealer, RIA, Financial Services terminology
  • Support background with experience working with users and troubleshooting issues is a plus
  • Dynamic and energetic personality with entrepreneurial spirit
  • Excellent interpersonal and organizational skills (team player)
83

Client Services Representative Resume Examples & Samples

  • Ensures that all order and inquiry related Business Cases are addressed in accordance to defined global principles and guidelines within the agreed global Service Level Agreements. This entails entering orders in our systems including customer information and product codes and responding to partner inquires via systems, email and/or phone
  • Establishes scalable partnerships to deliver solutions to global partners. Collaborates with cross-functional teams to deliver efficient service solutions to global partners and customers
  • Maintains good working relationships and communications with multiple internal stakeholders and external partners to facilitate all transactional and operational activities. Including obtaining approvals and generating ad-hoc reports
  • Fluent in English and Italian. Other languages an advantage
  • Analytical skills/Ability to identify trends, you have the initiative to work with the appropriate channels to drive corrective and preventative actions
  • Digitally native, you use social media to communicate with others
84

Client Services Representative Resume Examples & Samples

  • Demonstrated outstanding service orientation with clear verbal and written communications
  • Willingness to answer phones, research questions and document all customer interactions
  • Flexibility to operation in several systems platforms and balance tasks throughout the work day
  • Ability to multitask in handling customers on various reporting platforms and email queues
  • Fostering a customer service culture that strives for 100% customer satisfaction
  • High School degree or higher
  • Call center experience strongly preferred
  • Understands productivity and quality objectives
  • Strong computer skills on various computer systems
  • Positive and helpful attitude
  • Punctuality and attendance
  • Initiative and Attention to detail
  • Flexible work schedule (shifts run from 7am CT through 7pm CT)
85

Client Services Representative Resume Examples & Samples

  • Notify clients of abnormal and repeat test results, phone results, corrected results, delays in testing, cancellations, and problem orders
  • Respond to requests for information concerning current and test results, specimen requirements, turnaround time, reference ranges, specific test problems, supplies, additional testing, repeat tests, telecommunications, distribution problems, and other miscellaneous information
  • Assist in following up on client education to assure proper use and understanding of Investigator Manual, requisitions, specimen requirements, courier service, and other service related functions
  • Coordinates client information and interacts with Operations Staff and Account Managers
  • Escalates issues as appropriate using established protocols
  • Document reporting or call history in the required format and maintain complete and accurate records
  • Alert Supervisor of client dissatisfaction
  • Key demographic information into the computer for request forms with missing information
  • Monitor fax and e-mail transmissions systems
  • Participate in training sessions
  • Provide daily activity report to Supervisor
  • Contributes to Team effort by accomplishing related results as needed
  • Perform other related duties as directed by supervisor
86

Senior Client Services Representative Resume Examples & Samples

  • Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to assisting in the processing of wires and fund transfers, bill payment, cash movement, gift processing, updating client databases, preparing required documentation, opening and closing accounts, processing banking transactions such as check cashing and deposits, among others, meeting preparation, maintenance of accurate and complete account records, imaging of documents, and researching of client issues and preparation and submission of monthly and quarterly branch audits
  • Keeps abreast of new or existing Northern Trust and Wealth Management products, services and compliance requirements with an eye on expanding client relationships and fostering new business. Participate in external banking marketing activities where appropriate
  • May serve as a mentor to fellow client service representatives, offering guidance, encouragement and direction as needed
  • Strong knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience is required in order to skillfully assist relationship management teams in processing client servicing needs
  • A minimum of 2 years teller experience is preferred
87

Client Services Representative Resume Examples & Samples

  • Proven proficiency in managing large volumes of client enquiries by email and telephone
  • Experienced and passionate about driving high client satisfaction results and overall client advocacy
  • Self-initiated to gain the knowledge necessary to perform job duties at a high level in a changing environment
  • Solution oriented with analytical problem solving skills
  • Excellent written and verbal communication skills - confident and articulate
  • Strong attention to detail and the ability to maintain performance under pressure and to tight deadlines
  • French language skills essential
88

Senior Client Services Representative Resume Examples & Samples

  • Clear, effective, and accurate verbal and written communication skills required
  • Organizational and prioritization skills sufficient to effectively manage multiple, concurrent initiatives in a deadline-driven environment required
  • Self-discipline sufficient to work with minimal supervision required
  • Ability to embrace and comply with Conifer Patient Communications policies and Corporate Ethics guidelines required
  • Handling of all PHI (Protected Health Information) and Patient Identifiable Data with discretion and confidentiality required
  • The incumbent will have no fiscal responsibility
  • The above requirements may be met by the completion of a BA/BS degree. An Associate’s degree and three years in a relevant role may substitute for a degree. Graduation from High School and five years relevant experience may substitute for two years of college
  • Experience in a Marketing or Healthcare-related venue highly desirable
89

Client Services Representative Resume Examples & Samples

  • Understand luxury service expectations and the needs of the Moda Operandi customer
  • Effectively manage all service channels to ensure personalized luxury service is always provided
  • Develop relationships with key business partners to understand their role in the customer journey
  • Bachelor’s degree or equivalent experience in customer care in fashion and luxury goods retail
  • Demonstrated appreciation and understanding of the importance of customer care as a function of the business
  • Contribution of ideas within a team to improve the customer experience
  • Excellent work ethic, drive to deliver the best and lead by example
  • Experience as a Sales Assistant or similar within a luxury goods environment such as retail, hospitality or travel
  • Demonstrated ability to trouble shoot as well as take a proactive approach to sales and service
  • Proven track record of building professional relationships, building a rapport with customers and confidently dealing with demanding clientele
  • Articulate with exceptional