Client Relations Associate Resume Samples
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Client Relations Associate Resume Samples
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RE
R Emard
Rodrick
Emard
510 Vandervort Roads
Phoenix
AZ
+1 (555) 976 2126
510 Vandervort Roads
Phoenix
AZ
Phone
p
+1 (555) 976 2126
Experience
Experience
San Francisco, CA
Client Relations Associate
San Francisco, CA
Ritchie, Rosenbaum and Marquardt
San Francisco, CA
Client Relations Associate
- Working with Advisor/Wholesaler(s) to plan work schedule
- Acting as first point of contact for client/distributor queries and calls
- Maintaining client files and CRM system/databases (Salesforce)
- Interacting extensively with CIO’s, Senior Portfolio Managers (SPM’s), Senior Executives, and our external and internal sales force
- Assisting Advisors with business development and prospecting efforts
- Partnering with marketing and distribution at AB and with the client to position services and support strategic sales goals
- Supporting efforts to build intellectual capital, especially for insurance sensitive investing
Chicago, IL
Gallery Sales & Client Relations Associate
Chicago, IL
Leffler-Emard
Chicago, IL
Gallery Sales & Client Relations Associate
- Programing and production assistance with gallery events, exhibits and art fairs
- Light gallery space management
- -Assisting in the coordination of gallery exhibitions and art fair presentations
- -Working closely with the gallery director in the conducting of art sales, planning of sales strategies, and assessing of artwork valuations, maintaining inventory and artist records
- -Monitoring artists' works at auctions
- -Creating, developing, and sustaining relationships with artists, collectors, consultants, and museum professionals
- Travel and participation in art fairs
present
Boston, MA
Senior Client Relations Associate
Boston, MA
Lindgren-Eichmann
present
Boston, MA
Senior Client Relations Associate
present
- Ensures and provides quality service to both internal and external customers
- Provides all billing related information to customers – help in resolving any billing issues
- Forwards all details of potential customers to Account Manager/Dealer Channel Sales by collecting customer information
- Participates and provides expertise as a member of the Client Relations Group
- Responsible for actively ensuring the retention of the customer base which includes promoting the service and products to existing customers
- Maintain customer records by updating account information
- Receives, processes and verifies the accuracy of requests from customers utilizing the company’s internal tools and systems
Education
Education
Bachelor’s Degree in Knowledge About Contemporary
Bachelor’s Degree in Knowledge About Contemporary
Loyola Marymount University
Bachelor’s Degree in Knowledge About Contemporary
Skills
Skills
- Outstanding interpersonal skills with the ability to communicate in a professional, clear and amiable manner
- Strong proficiency in Microsoft Office, particularly Excel and PowerPoint
- Good team player who is able to multi-task and interact with all levels of staff in a fast-paced environment
- Strong attention to detail
- Strong analytical and numerical skills, detail-orientation
- Strong time management and organisation skills with the ability to handle multiple tasks, work under pressure and prioritise in order to meet deadlines
- Good Client Management Skills
- Good communication skills (verbal and written) and a supportive, persuasive telephone manner with clients
- Results-oriented; ability and desire to identify and solve problems
- Candidates should be proficient in Microsoft Word, Excel and PowerPoint
6 Client Relations Associate resume templates
Read our complete resume writing guides
1
Gallery Sales & Client Relations Associate Resume Examples & Samples
- Programing and production assistance with gallery events, exhibits and art fairs
- Travel and participation in art fairs
- Light gallery space management
2
Gallery Sales & Client Relations Associate Resume Examples & Samples
- Working closely with the gallery director in the conducting of art sales, planning of sales strategies, and assessing of artwork valuations, maintaining inventory and artist records
- Creating, developing, and sustaining relationships with artists, collectors, consultants, and museum professionals
- Having an in-depth understanding of each artist's individual practice and biography
- Assisting in the coordination of gallery exhibitions and art fair presentations
- Monitoring artists' works at auctions
3
Client Relations Associate Resume Examples & Samples
- Minimum of 2 years experience in complaints handling or similar
- Experience working with Financial Ombudsmen Service or other EDR scheme
- Strong business acumen and experience in customer service/relationship building
- Demonstrated experience in dealing with challenging situations and conflicting priorities
- A working knowledge of all relevant legislation with a proven ability to comply, particularly with NCCP
- Intermediate experience with Microsoft Word and Excel
- Relevant tertiary qualifications in commerce/finance/accounting or relevant disciplines and a genuine interest in building a career in financial services
4
Client Relations Associate Resume Examples & Samples
- 3-5 years of experience in the financial services industry
- Extremely well-organized with a meticulous attention to detail
- Outstanding interpersonal skills with the ability to communicate in a professional, clear and amiable manner
- Collaborative approach and commitment to working closely as a team to ensure superior results
- Willingness to work in a fast-paced and constantly changing environment
- Results-oriented; ability and desire to identify and solve problems
5
Project Manager / Client Relations Associate Resume Examples & Samples
- Extremely organized and pay close attention to detail
- Ability to multitask
- Prior project management/ client management required
- Strong interpersonal and analytical skills
6
Client Relations Associate Resume Examples & Samples
- Provide exemplary service in combination with sound judgment, empathy, patience and balanced decision making skills, to resolve customer concerns quickly. Anticipate challenges and obstacles and proactively offer personalized resolutions for each customer’s scenario
- Field customer contacts to the corporate office via phone, email, social media, and our Guest Voice portal and respond to all customer needs in a timely manner, within brand and departmental guidelines. Strive to resolve or react to all customer contacts in the first interaction
- As the knowledge expert in all brand/company product lines, policies, and procedures, serve as a liaison between Client Relations and various internal departments, ecommerce, and store teams
- Participate in company/brand projects as a representative of Client Relations, and prepare related business reports and presentations
- Report weekly, monthly, quarterly, and yearly on trends in customer contacts, warranty data, and general service level performance
- Oversee customer accommodation program
- Administer and maintain the relationships with our company warranty program service vendors
- Make recommendations for policy and procedure updates based on customer feedback, trends, and experiences, and work cross-departmentally to implement changes
- Communicate brand initiatives to our field teams as necessary
- Provide feedback to ecommerce call center agents via call/email/chat calibration
- Ensure all Client Relation vendor billing is accurate and paid in a timely manner
- Partner with management for all escalated situations
- Perform additional functions that may be assigned at the discretion of management
- 3+ years of customer service experience, preferably in fashion retail, ecommerce, or call center
- Passionate about working with customers to resolve issues
- Detail oriented with focus on delivering results
- Self-starter, takes initiative, with the ability to juggle multiple priorities
- Ability to partner with multiple cross functional teams
- Microsoft Office proficient (Excel, PowerPoint, Word)
7
Client Relations Associate Resume Examples & Samples
- Act as key client liaison between the consultants and clients
- Work in teams to discuss and resolve issues
- Provide each client with exceptional service through maintaining an open line of communication between the project team, the client, and the CPA firm
- Spread the alliantgroup Raving Fan Mission both internally and externally
- 2+ years in Client Services
- 1+ year in Project Management
- Superb client service skills
- Ability to resolve problems
- Excellent follow up skills
- Ability to think outside of the box
- Ability to work well in a fast paced environment
- Exceptional verbal, written and interpersonal communication
- Ability to work independently, as well as a part of a team
8
Client Relations Associate Resume Examples & Samples
- Exercise exceptional knowledge of departments and other GrubHub company policies and procedures
- Partner interdepartmentally (i.e. customer service, data entry, IT, accounting) to identify and resolve issues
- Understand proprietary websites/interfaces, menu settings, and billing processes
- Collaborate with Corporate Sales Consultants to create and launch new client accounts
- Manage ongoing projects and a high volume of calls/emails from clients requesting assistance with their accounts
- Identify, research, report, and track technical issues with the product
- Compile reports for internal needs or at a client’s request
- 1-2 years of previous customer service, support/account management, sales, or technical support experience
- Excellent computer skills and proficiency with the Microsoft Office Suite (Word, Excel, Outlook)
- Experience using Salesforce.com or a similar CRM system
- Flexibility with your schedule and willingness to work unconventional shifts (10:00am - 6:30pm; 11:30am - 8:00pm) to accommodate our clients in other time zones
- Most importantly, impeccable interpersonal skills, and a good sense of humor. We laugh a lot!
9
RE Client Relations Associate Resume Examples & Samples
- Residential Real Estate Management Team
- Loan Coordinators, Underwriters, Business Management ,Compliance, Corporate Counsel
- Private Bankers, Mortgage Specialists, Sales Associates
- Client/Client Advisors
- CMI Special Loans Unit
- Closing Agents and Attorneys
- Insurance Agents
- CPB Dual Collateral Monitoring Desk
- PAM Margin Desk
- CHE Funding Unit
- Mortgage background required
- Requires strong analytical skills, as well as, comprehensive understanding of complex deal structures and transactions
- Requires the ability to exercise prudent discretion, mitigate risk and discern among viable solutions on critical matters -Strong and effective communication skills
- Superior client and service orientation
- Strong team spirit and flexibility
- Ability to manage multiple priorities and responsibilities
- Ability to work independently and efficiently manage personal deadlines
- Strong computer skills including knowledge of Microsoft Access and Excel Educational/Additional Requirements: (List required degrees, certifications, training, languages etc.)
- Four-year degree
- Or, equivalent/relevant experience within Residential Mortgage Industry
- And/or Paralegal Certification with Real Estate background
10
Client Relations Associate Resume Examples & Samples
- 5+ years of Institutional Asset Management experience
- Previous experience with: Client Relationship Management; Client Servicing; Operations; and, Project Management
- Knowledge of Financial Markets, Institutional Markets, and Product Vehicles (separately managed accounts, commingled funds and mutual funds)
- Experience with Subscriptions & Redemptions and Wire Transfers
- Solid competitive analysis skills
- Experience with Factset
11
Client Relations Associate Resume Examples & Samples
- Professionally handle high volume incoming call inquiries from customers
- Process and forward multiple detail oriented documents
- Communicate with customers appropriately; with proper speed, tone, and consistency
- Must be disciplined, dependable and dedicated. Strong detail orientation and excellent communication skills
- Ability to multitask and work in a fast-pace environment
- Working knowledge and experience with Microsoft Office
- 1-2 years of industry experience
- Must be able to pass thorough background check and drug testing
12
Client Relations Associate Resume Examples & Samples
- Manage all project milestones and deadlines in support of the project Team Director
- Act as key client liaison between technical consultants and clients, maintaining client relationship and engaging client for additional service lines
- Review any studies that are not moving forward, uncover the root cause and develop an action plan with the Team Director
- Meet with team director to discuss issues and resolutions to the problems as they relate to the appropriate milestones
- Escalate client service issues to management and resolve any and all issues throughout client life cycle
- High energy, extroverted communicator!
- 1+ years in a Client facing role; recruiting, apartment leasing, car rentals, sales, etc
- Exceptional organizational skills
- Ability to work well as a part of a team
13
Client Relations Associate Resume Examples & Samples
- University Degree with at least two years related working experience in the financial services industry
- Fluency in both English and Cantonese (spoken and written). Mandarin proficiency would be a plus
- Good team player who is able to multi-task and interact with all levels of staff in a fast-paced environment
- Competency in computer and database skills working on Word, Excel, and Powerpoint
- Preference will be given to candidates who are currently working in the asset management industry. Some fund administration experience preferred
- Willing to work outside of normal work hours as required
14
Client Relations Associate Resume Examples & Samples
- 0-2 years of experience in customer facing role
- Good Client Management Skills
- Takes ownership
15
Senior Client Relations Associate Resume Examples & Samples
- Receives customer requests by telephone, e-mail, chat and web. Analyzes requests, provides solution or ascertains who best can provide the information, and routes the request to the appropriate department /individual
- Answers to customers on product and service related questions; suggesting information about other products and services
- Maintain customer records by updating account information
- Resolves level 2 product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
- Forwards all details of potential customers to Account Manager/Dealer Channel Sales by collecting customer information
- Contributes to team effort by accomplishing team metrics and SLA
- Provides all billing related information to customers – help in resolving any billing issues
- Receives, processes and verifies the accuracy of requests from customers utilizing the company’s internal tools and systems
- Ensures and provides quality service to both internal and external customers
- Receives inquiries and contacts the organization’s other departments to resolve a variety of account related issues
- Responsible for actively ensuring the retention of the customer base which includes promoting the service and products to existing customers
- Participates and provides expertise as a member of the Client Relations Group
- Attends regular meetings and feedback sessions
- 1 to 5 or more years of experience
- Specific Skills required
- Process-oriented with high attention to detail
- Problem solving and analytical skills
16
Institutional Client Relations Associate Resume Examples & Samples
- Bachelor’s degree (Business, Communications, Public Relations) required
- 2-4 years in client facing role within the financial services industry
- Prior work experience in the asset management industry a plus
- Prefer 2-4 years’ experience with a strong emphasis on writing projects
- Demonstrated competence and judgment with confidential or private information
- Excellent organizational skills; ability to initiate, plan, prioritize and conduct multiple projects successful
- Able to work with limited supervision; self-motivated; detail oriented; good interpersonal skills; and adaptable to change
- Ability to work under pressure and beyond standard hours during busy periods to meet tight deadlines
17
Client Relations Associate Resume Examples & Samples
- Understanding our firm’s mission and values as well as product offerings in the Institutional and Retail market
- Proactive, thoughtful, high-quality client servicing through the following: opening/closing accounts, handling cash flows, client reporting/due diligence, preparation of marketing and investment presentations, troubleshooting of issues, and responding to client inquiries
- Assisting Advisors with business development and prospecting efforts
- Acting as a liaison with various internal and external departments including Investment Research, Marketing, Operations, Legal/Compliance, Performance and Portfolio Management
- Interacting with prospective clients, maintaining client relationship management database and providing reports to advisors on a regular basis
- Coordinating submissions of RFPs by working with RFP Team and other groups internally to gather information for consultants and prospects
18
AO / Client Relations Associate Resume Examples & Samples
- Undergraduate university degree. Financial/economics background is desirable, but not essential
- Candidates should have an interest in the financial industry and be bright, energetic with a can-do attitude
- 3-5 years prior work experience preferred, ideally within client relations and/or client servicing/account transitioning team within asset management
- Ability to interact with senior management and to handle confidential information
19
Client Relations Associate Resume Examples & Samples
- Mortgage servicing industry experience, with direct skills in operational function
- Outstanding communication skills, both verbal and written
- Ability to complete detailed research
- Ability to work independently and achieve daily and monthly deadlines
- Ability to maintain professionalism
- Required: 3+ years of mortgage servicing and/or subservicing experience
- Preferred: 3+ years of client interfacing experience
20
Client Relations Associate Resume Examples & Samples
- Acting as first point of contact for client/distributor queries and calls
- Collaborating with colleagues in other departments to successfully resolve client/distributor issues in a timely manner most notably Legal, Operations, Product Management and Marketing
- Ensuring timely and accurate preparation and distribution of client reporting, client service and prospecting materials (presentations and correspondence)
- Participation in events, fairs, roadshows, seminars including arrangement for distribution of marketing materials
- Involvement in new distributor agreements/take-on process
- Arranging for completion of all incoming questionnaires from distributors, research companies and internal requests for information with respective departments (RFP/RFI)
- Maintaining client files and CRM system/databases (Salesforce)
- Working with Advisor/Wholesaler(s) to plan work schedule
- Coordinate travel itineraries, meetings, conferences, conference calls and other business functions
- Ensure follow-through and continue communication between AB and the investment community
- Provide post-sales support using fund updates, manager commentaries, charts, etc
- Generate monthly sales and any other recurring reports for Wholesaler and Management
- Liaise with NY during fund launches and introduction of new products
- Organize fund managers visits to clients during road shows
- Bilingual in local or required language(s)—in this case (Swiss) German and English-essential
- Must be a team player and work well with Advisors, Associates and other members of the client group
- Undergraduate university degree and Financial/economics background is desirable, but not essential
- Prior work experience, preferably within client relations and/or within asset management is desirable
- Good communication skills (verbal and written) and a supportive, persuasive telephone manner with clients
- Strong analytical and numerical skills, detail-orientation
- Strong time management and organisation skills with the ability to handle multiple tasks, work under pressure and prioritise in order to meet deadlines
- Motivated, dynamic self-starter, willing to take ownership of work and ability to handle assignments and projects with minimal direction
- Candidates should be proficient in Microsoft Word, Excel and PowerPoint
- Must be professional, courteous and flexible at all times
21
Client Relations Associate Resume Examples & Samples
- Interacting extensively with CIO’s, Senior Portfolio Managers (SPM’s), Senior Executives, and our external and internal sales force
- Partnering with marketing and distribution at AB and with the client to position services and support strategic sales goals
- Supporting efforts to build intellectual capital, especially for insurance sensitive investing
- Assisting with departmental projects and initiatives as needed
