Client Relations Specialist Resume Samples

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N Hermann

Nicolas

Hermann

431 Little Ford

Philadelphia

+1 (555) 921 6046

431 Little Ford

Philadelphia

Phone

p +1 (555) 921 6046

Experience Experience

New York, NY

Client Relations Specialist

New York, NY

Pfeffer Inc

New York, NY

Client Relations Specialist

Researching and establishing relationships and key contacts with venues, providing a variety and cost options
Continuously works to improve and broaden health commodity product knowledge
Provides short term technical assistance and/or capacity building to field offices, as necessary
Completes timely and accurate invoicing as part of billing process; Compiles invoice data and prepares and proofs invoices in accordance with customer formatting specifications, listing work performed, materials used and amounts due, credit terms and dates of shipment ensuring coding is correct for services provided and deadlines are met
Tracks work time of employees assigned to perform work for customer account
Always exhibits a professional, friendly and courteous demeanor in all dealings with guests, Management and other Sales and Marketing Team Members at the Sales Galleries
Provides managerial support for the administration of the Owners referral program

Phoenix, AZ

Seasonal Client Relations Specialist

Phoenix, AZ

DuBuque Inc

Phoenix, AZ

Seasonal Client Relations Specialist

Directly responsible for follow up and post-sale contact with new owners to assist in the reduction of cancellations
Follows up with both Site and Corporate Contracts (DDC) in regards to all client paperwork
Responsible for working closely with the Sales team to maintain a high quality of customer service
Managing pending contracts, contracts in suspense and aging reports
Generating owner lead referrals at point of sale and at other customer contact
Administration of anti-recession program and FDI exception process
Provides technical assistance, support and advice to owners regarding the product and services associated with ownership

present

Dallas, TX

Senior Client Relations Specialist

Dallas, TX

Leffler LLC

present

Dallas, TX

Senior Client Relations Specialist

present

Establish work priorities, plan projects, and ensure timelines are met
Assist in identifying opportunities for efficiency gains and helping develop solutions
Provides Clients with shipping and tracking reports, detail manifest and on-time delivery and pick-up reporting, waste accumulation analysis
Establish and maintain effective relationships while serving as an advocate and/or consultant for client
Capture potential case studies to be used by marketing and/or for User Group presentations, and product feedback and present to development
Actively manage multiple client accounts including communications and logistical activities as it relates to the specific client related services
Assist in onboarding new customers as they transition to DST’s industry leading solutions

Education Education

Bachelor’s Degree in Finance

University of Massachusetts Amherst

Bachelor’s Degree in Finance

Skills Skills

Working knowledge of FINRA rules and regulations as well as applicable SEC standards
Basic level proficiency with Microsoft Word, Excel, PowerPoint, and Outlook
Intermediate ability to recognize when involvement from leadership is necessary or advisable
Ability to professionally represent Scottrade to clients
Detail-oriented with excellent organizational, writing, verbal and analytical skills
Ability to multi-task while maintaining careful attention to detail
Good organization and planning skills with the ability to complete work accurately and in a timely manner
Ability to quickly develop a full understanding in New Accounts, Transfer of Assets, Cashiering, and Account maintenance processing
Customer oriented with excellent interpersonal skills with proven commitment to quality customer service
Ability to work with a sense of urgency to meet deadlines and address competing priorities

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6 Client Relations Specialist resume templates

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O&t-client Relations Specialist Resume Examples & Samples

Minimum 10 years management & operation experience in Consumer Banking
Experience in the Consumer Products, Services and Operations
Strong analytical, process engineering, project management and problem solving skills is required, including a thorough understanding of how to interpret business and operation processes and translate them into process maps
Good presentation skill and able to articulate the processes and process maps to countries, regional and global teams
Ability to lead and influence stakeholders to a common objective to accept and champion changes
A flexible approach to work with the ability to work to tight deadlines and to prioritise conflicting and changing priorities
Should have good understanding of the compliance and regulatory framework
Able to form strong partnership with Region & Global business teams

Home Equity Client Relations Specialist Resume Examples & Samples

Handle high level of inbound calls
Handle each customer with polite, friendly and professional attitude
One year or more of customer service experience (Banking experience a plus)
Intermediate computer knowledge, ability to use multiple systems
Ability to quickly problem solve and provide solutions

Client Relations Specialist Resume Examples & Samples

Create a legendary customer experience at every interaction and look for ways to contribute to the ongoing improvement of the overall merchant customer experience
Able to ensure customer problems are handled appropriately, escalating issues when necessary
Promote and create a customer loyalty experience
Proactively demonstrate the TD framework and deliver on the guiding principles
Able to quickly defuse customer escalations and build strong rapports
Help drive our LEI/CEI program results and demonstrate our Comfort Promise

Client Relations Specialist Resume Examples & Samples

Bachelor degree or equivalent work experience required
0-3 years of securities industry experience
Working knowledge of FINRA rules and regulations as well as applicable SEC standards
FINRA License Series 7, 66, 24, 53, 4 (any are desirable)
Quick learner, innovative and analytical; pro-active approach to problem-solving; a logical thinker
Detail-oriented with excellent organizational, writing, verbal and analytical skills
Advanced MS office skills including Access, Excel and Word preferred

Outbound Client Relations Specialist Resume Examples & Samples

Understanding of all Operations and Customer Service functions and processes. Thorough understanding of IPB, CIFS and CBNA systems
MS Office (Outlook, Excel, Word, Power Point)
Understanding of banking is important
Positive Can do Attitude & Team Player
Strong decision making and analytical

Trilingual Outbound Client Relations Specialist Resume Examples & Samples

RUSA Eclipse, CWS, Exceller, KYC360, SFE, NOLW
Multilingual ability – fluency in Spanish, English and Portuguese
Understanding of AHS business and client base preferred but not required
Flexibility to accommodate schedule

Bilingual Client Relations Specialist Resume Examples & Samples

Superb negotiation skills
Listening Skills
Problem solving oriented
Able to work under minimal supervision, and under pressure
Excellent phone techniques and, good aptitude to communicate effectively
Demonstrate tact, diplomacy and patience towards customers
Good working knowledge of credit and pricing policies
Strong customer-centric approach
Knowledge of Merchant Services industry
Working knowledge of practices and procedures as related to Visa Canada
Bilingual (French) Required

Client Relations Specialist Resume Examples & Samples

Thorough knowledge of bank operating systems
Ability to collect and analyze information from a variety of sources
Ability to identify patterns, connections and trends with the information provided
Excellent verbal and written communication skills (including via email) in both English and Japanese
Ability to follow strict policies and procedures and apply to daily tasks
Good organization and planning skills with the ability to complete work accurately and in a timely manner
Ability to work in a high pressure environment with critical deadlines and numerous interruptions
Customer oriented with excellent interpersonal skills with proven commitment to quality customer service
Ability to work independently and in a team setting, acting with a high level of diplomacy, tact and confidentiality
Strong PC skills (word processing, spreadsheets and databases)

Client Relations Specialist Resume Examples & Samples

Establish collaborative relationships between customers and the DST organization
Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings
Educate customers on implementing our products and services
Analyze, anticipate, and identify customer needs and recommend innovative solutions
Complete system change requests
Research and resolve any system issues reported by customers
Leverage extensive in-house training programs for industry knowledge and product experts
Business education and/or 1-2 years’ business experience in customer service or customer support
Problem solving and numerical reasoning skills; ability to analyze data and take action

Client Relations Specialist Resume Examples & Samples

Ability to speak with customers over the phone, assess their needs, research information on the computer and provide clients with options at one time
Ability to react well under pressure and manage difficult or emotional customer situations
Experience working in insurance, banking, or financial services industry preferred

Client Relations Specialist Resume Examples & Samples

Interact with Scottrade clients to reach an effective resolution for both the client and the firm
Collaborate and communicate with the supervisors and managers in various business groups to reach mutually agreeable solutions for clients in escalated interactions
Aggregate incoming client concerns and make connections related to Scottrade’s business decisions
Keep leadership informed of trends and identified gaps in service model
Provide feedback to Branch Administration’s Regional Managers as needed to provide appropriate coaching and/or discipline to our branch associates and managers
Participate in pro-active client outreach efforts in order to resolve issues before they become complaints and to save accounts
Serve as the highest level of escalation that clients can speak to at Scottrade
Escalate client interactions that require further attention to management when necessary, while continuing to act as main point of contact to the clients throughout the resolution
Speak on behalf of Scottrade management when an upset client is not satisfied with the resolution presented
Function as a contact for branch managers and client facing supervisors that have exhausted all of their resources with a client issue
Speak with clients that request to speak to a Scottrade branch manager’s supervisor
Provide follow up/feedback to internal Scottrade associates on issue resolution as needed
Ability to professionally represent Scottrade to clients
Ability to maintain a positive attitude and demonstrate maturity, empathy, and patience when dealing with clients is critical. Must be able to communicate using calm and reassuring communication techniques
Ability to remain objective and consistent in reaching solutions is critical. Must be able to convey confidence in the ability to reach a satisfactory resolution
Ability and willingness to effectively make sound decisions based on business experiences, research and problem solving skills
Intermediate interpersonal skills with the ability to build effective working relationships throughout the organization
Intermediate ability to recognize when involvement from leadership is necessary or advisable
Intermediate ability to have poise in situations where clients are threatening legal action against the firm or are using aggressive language
Intermediate written, verbal and listening skills required. Ability to write and deliver business information in a clear and concise manner. Ability to present complex information in an impactful and effective manner
Intermediate understanding and awareness of regulatory concerns, or the ability and willingness to learn these, is a must
Desire for ongoing training and skill development; may be required to attend outside seminars or courses
Ability to maintain a high degree of confidentiality
Basic level proficiency with Microsoft Word, Excel, PowerPoint, and Outlook
Foster company success through a professional appearance, being courteous to customers and all Scottrade associates by having a positive attitude
Bachelor’s degree in Finance, Economics or Business, or a related field, or equivalent combination of education and experience required
2+ years of customer service experience required. (Branch/Client facing setting preferred.)
1+ years of experience in the financial services industry required
Compliance experience preferred

Client Relations Specialist Resume Examples & Samples

Develop and maintain an in-depth understanding of the ALPS Variable Trust (VIT) products
Oversee the creation of all regulatory reports
Coordinate and support all aspects of client onboarding and ongoing account support
Update all marketing collateral and assist in the creation of new literature based on the needs of the sales and Relationship Management team
Maintain a client calendar to prepare necessary documents in a timely manner
Communicate all updates to clients and follow specific approval process
Manage the quarterly fact sheet updates with the Fund Accounting, Performance and Creative Service teams
Create competitive analysis reports using Morningstar Direct
Prepare materials for and participate in onsite meetings
Review draft due diligence questionnaires, RFPs and RFIs, provide feedback and input based on understanding of the firm’s products
Bachelor’s degree in Finance, Accounting, Marketing or related field
FINRA Series 7 and 63 licenses or ability to obtain licenses within 6 month from date of hire
2+years of related financial services experience
Ability to work independently as well as in a team environment
Morningstar Direct experience preferred
Salesforce experience
Advanced MS Office skills

Senior Client Relations Specialist Resume Examples & Samples

2-4 years relevant work experience
Minimum of 1 year experience in an industry-related project management and/or customer relationship management role
Minimum of 1 year experience in client facing role working with digital solutions

Client Relations Specialist Resume Examples & Samples

Understand Chemonics, USAID’s requirements for approving health commodity purchases and shipments
Enter and track ROs in GHSC-PSM’s MIS system
Obtains country office and/or USAID mission approval for ROs
Together with the Forecast and Plan team, determines whether requested products can be procured by internal distribution order (DO), supplier purchase order, or whether competitive sourcing is required
Creates and sends approved ROs to either Sourcing and Contracts or Fulfillment team
Provides proactive and courteous customer service communication both verbal and written formats
Follows up on inquiries in a timely fashion
Continuously works to improve and broaden health commodity product knowledge
Liaises with Quality Assurance team and Lab Specialist team to ensure that requested health products meet appropriate quality standards and are in line with the (USAID) guidelines
Provides short term technical assistance and/or capacity building to field offices, as necessary
Minimum 3 years of procurement, supply chain, and/or technically relevant work experience
Solid understanding of USAID and other Federal Acquisition Rules
Technical product knowledge of one or more GHSC-PSM product areas
Willingness to work overseas for up to 4-8 weeks per year and to consider long-term overseas assignments preferred
Demonstrated integrity, independent thinking, judgment, and respect for others

Senior Client Relations Specialist Resume Examples & Samples

Strong working knowledge of MS Word, MS Outlook, and MS Excel
Provides extraordinary service
Required: Minimum 3 years customer service experience with an emphasis on building customer relationships and providing excellent customer service
Preferred: College degree

Client Relations Specialist Resume Examples & Samples

Understanding and/or experience with Ticketmaster festival-based platform solutions (Front Gate/Host/Universe)
Post-secondary education in business and/or related field
3-5 years’ experience in a client facing role
Festival and/or management/agency/label experience is an asset
Must be able to multi-task and be highly organized with a “can do” attitude
Ability to build internal relationships
Ability to work outside of normal business hours (may include evenings and weekends)

Client Relations Specialist Resume Examples & Samples

1 year business-related work experience in a customer service or industry-related position
Must possess strong knowledge of DST products, services, and service practices to provide superior customer service
Must possess strong knowledge of the clients’ business and culture in order to develop short- and long-range business plans for add-on business opportunities, services, and/or sales
Proven ability to successfully interact with various levels of client personnel, including middle to upper management

Client Relations Specialist Resume Examples & Samples

Serves as a communication liaison between customers and sales to ensure responsiveness to leads / inquiries
Develops and maintains thorough knowledge of Experian product uses, features and industry specific applications for a specified product line and/or solution
Identifies client business objectives, generates appropriate solutions, and recommends products and services ensuring proper application, and prepares information for sales proposals
Sells standard products and services based only on inbound inquiries (no cold calling) and works with customers to ensure results are consistent with customer needs and comply with government legislations, regulations and corporate policies
Designs report layouts and compiles data from multiple resources to create customized reports for customers and internal personnel, including management reports with business and market trend data
Conducts periodic audits on pricing, data and customer information
May make outbound phone calls and mail literature to existing or potential customers
High School diploma or equivalent experience. Bachelor’s degree preferred
Requires 2-4 years related experience. Education will be considered in lieu of experience
Strong knowledge of company products and services
Strong customer service skills and human relation skills
Strong English language skills
Basic Presentation Skills
Ability to handle multiple tasks & priorities
Strong PC/mainframe/internet skills
Salesforce experience a plus

Lead Client Relations Specialist Resume Examples & Samples

Assure that new owner follow up is occurring within the rescission period and on collection of trust documents and/or any other required documents
Maintain contact with other departments, other sites and at the Corporate Offices to obtain most current policies guidelines and best practices
Required to retain a SC Notary Public seal
Ability to efficiently work in all aspects of Client Relations and fill in as needed
Create monthly work schedule for the CRS department
Monitor and order supplies of POS Books, Exchange Documents and Owners Bags
Maintain and update the shared drive to ensure accuracy of all collateral material
Monitor Fed Ex Tracker on shared drive to ensure accuracy
Must be able to communicate clearly and distinctly and be proficient with Microsoft Outlook, Word and Excel
Must have the ability to work evenings, weekends and holidays
Must have the ability to multi-task, to work in a fast-paced environment and have strong organizational skills
Must have a high level of professionalism and the ability to handle stressful situations with the highest integrity
2 years of customer service related experience
Prior work experience in contract and loan verification
Preferred experience with proprietary software (Voice, Chorus, Scan Docs, I-Synergy)
SC Notary
3-5 years of customer service related experience
2+ years of supervisory experience

Client Relations Specialist Resume Examples & Samples

Directly responsible for follow up and post-sale contact with new owners to assist in the reduction of cancellations
Commitment and dedication to our Spirit of Service culture is an expected behavior to be displayed towards our guests and Team Members at all times
Assist in product training to Sales and other departments to ensure their commitment and understanding of the ownership process and procedures
Be “The Face of Hilton” to all new and existing owners in sphere of contact
Execute all additional reasonable tasks and duties as assigned by Management
Must exude a professional demeanor at all times on duty or on property
Timeshare/Vacation Ownership experience preferred
2+ years experience in Quality Assurance (QAM) or as a Verification Loan Officer (VLO)
Existing Notary Licensure

IPB Bilingual Outbound Client Relations Specialist Resume Examples & Samples

Bilingual– fluency in Spanish and English
Understanding of IPB US business and client base preferred but not required
Ability to work under pressure and meet challenging goals

Senior Client Relations Specialist Resume Examples & Samples

Develop a mastery of Subaccounting/Omnibus business practices
Prepare management reports for customers
Assist in identifying opportunities for efficiency gains and helping develop solutions
Communicate items of escalated importance quickly and effectively to management

Client Relations Specialist Resume Examples & Samples

Point of contact for customer location
Supports/assists with coordinating and organizing business reviews and planning meetings as specified by the customer contact
Provides first level problem resolution for service issues brought by customer. Escalates severe service issues to appropriate party
Processes information submitted by field in accordance with department standards
Tracks work time of employees assigned to perform work for customer account
Prepares special reports and/or customer presentations. Produces weekly and/or monthly reports based on customer requirements and contract obligations
Compiles customer operations reports (KPI reporting) and coordinates data collection from both systems and operating locations
Completes timely and accurate invoicing as part of billing process; Compiles invoice data and prepares and proofs invoices in accordance with customer formatting specifications, listing work performed, materials used and amounts due, credit terms and dates of shipment ensuring coding is correct for services provided and deadlines are met
Reconciles customer invoices reviewing items on invoice/manifest/bill of lading/inventory sheet
Enters invoice data into appropriate invoicing. billing system
Assists with research of account issues
Takes and delivers messages or transfers calls to voice mail when appropriate personnel are unavailable
Performs other clerical duties as needed, such as filing, photocopying, and collating
2 – 5 years progressively responsible applicable experience
Working familiarity with MS applications including Excel and Word
Good communication and team work skills
Ability to file WORKING CONDITIONS

Senior Client Relations Specialist Resume Examples & Samples

Microsoft office, Word, Excel, Access, SQL and PowerPoint
Proprietary online Stericycle applications
Web-based programs
Knowledge of RCRA, DOT, DEA, OSHA regulations a plus

IPB Bilingual Outbound Client Relations Specialist Resume Examples & Samples

Responsibilities include a (1) call preparation, (2) a call performance, (3) transaction processing and (4) event documentation
Ensure relationship optimization and client satisfaction following Unit established procedures
Outbound phone calls to customers, performing the proper ID process to confirm transactions prior to processing (e.g. Dodd Frank, Wire Transfers, non financials, etc.), wire processing (Dodd Frank transactions) or provide additional information, within specified service level goals, both internal and external
Communicate via telephone and electronic mail with network branches and other operation units, and prepare emails to customers in case no contact is made, or additional follow up is needed
Comply with the IPB US banking Regulations, Products and Terms & Conditions
Effectively interact with and assist other IPB US operating units to ensure effective and efficient work flows
Initiate events for our Investigation, Fraud Prevention, Estates units and other areas when appropriate
Contact clients flagged as “Returned Mail” to resolve issue and offer alternatives to avoid future situations
Identify processes gaps and actively participate with management to improve them

Seasonal Client Relations Specialist Resume Examples & Samples

Assures new owners understand their paperwork and contracts, assisting them in making their reservations and assuring owners have all the information they need to feel comfortable with their purchase
Follows up with both Site and Corporate Contracts (DDC) in regards to all client paperwork
Responsible for working closely with the Sales team to maintain a high quality of customer service
Managing pending contracts, contracts in suspense and aging reports
Generating owner lead referrals at point of sale and at other customer contact
Administration of anti-recession program and FDI exception process
Follow up with any Club Owner service queries, with an emphasis on maintaining all accurate paperwork on closings and deals and accurately updating all open files
Manages product "lifestyle memberships" between owners and institutions
Uphold and abide by all Quality Assurance Standards plus Corporate and Site Business Management Policies and Procedures
At least 2 years of hospitality/guest service experience
Must be computer savvy and have experience using Microsoft Office Suite
Able to work a flexible schedule to include weekends and holidays
Ability to receive a Public Notary License
2+ years’ experience in Quality Assurance (QAM) or as a Verification Loan Officer (VLO)

Client Relations Specialist Resume Examples & Samples

Building lasting key client relationships with each client, even when a client has special allowable entertainment policies
Development of strategic relationships with “New Clients” and “New Business”. While maintaining relationships with our current and past clients
Ensure internal cohesiveness of 15 or more employees
Liaise with Business Development and Sales Executives to define event requirements on an ongoing basis
Researching and establishing relationships and key contacts with venues, providing a variety and cost options
Control ticketing accounts with sporting, concert and entertainment venues
Solid relationships with caterers, transportation providers, restaurants, speakers and other vital vendors
Streamlining procedures to accommodate varying requests
Design, negotiate, manage and orchestrate all logistics for events and meetings globally
Maintaining the VIP & Client List of attendees at each event and sending invitations for the appropriate mix of clientele
Ensuring compliance with insurance, legal, health and safety obligations
Understanding our ticket process to sporting events or concerts at various venues and the distribution throughout the Business Development division for equal client entertainment
Processing immediate requests – providing quality and timely service for those occasions when requests are made with little or no notice of an event or meeting need
Engaging and managing the appropriate agencies for greatest return on investment
Ensuring events remain within set budgets, and provide cost analysis to event hosts when complete
Proactively handle any arising issues and troubleshoot any emerging problems on the event day
Maintain the events database which records events, schedules, budgets and department forecasts
Extracting reports of “Key Client” lists from time to time for review and revisions
Gauging and documenting the interests of clients
Processing reports listing the events a client has attended
Conduct and provide financial reporting to adjust or enhance entertainment budgets
Support and manage CB&I merchandise program to ensure appropriate positioning of the CB&I brand
Obtaining high quality items with the CB&I logo for use as gifts or incentives
Helping maintain and add new inventory items on website
Choose appropriate specialty items, especially for Tradeshows and Conferences

Client Relations Specialist Resume Examples & Samples

Assist the sales process by conducting face-to-face sessions with new clients in order to
Review documents for accuracy and coordinate with Contracts Processing office
Welcome new clients and explain CRS responsibility as primary point of contact
Review real estate documents with clients
Answer owner’s questions and be prepared to overcome any objections, and involve the sales managers when applicable
Notarize documents and assist with the deeding process

Senior Client Relations Specialist Resume Examples & Samples

Actively manage multiple client accounts including communications and logistical activities as it relates to the specific client related services
Ensure a high level of satisfaction to assigned clients
Manages all aspects of client projects in multiple Databases
Prepares Client profiles; gathers all associated information and assigns codes using general knowledge
MSDS’, hazardous waste coding and disposal requirements. Seeks assistance from SME when needed to identify appropriate hazardous disposal requirements
Develop, communicate and implement waste collection SOPs and new programs
Provides Clients with shipping and tracking reports, detail manifest and on-time delivery and pick-up reporting, waste accumulation analysis
Coordinates Clients needs and requests
Manages assigned Clients and provides assistance to other team members when required or requested

Client Relations Specialist Resume Examples & Samples

Bachelor's degree or 5 years of equivalent related experience
Must have a working knowledge of timeshare documents including contracts, finance and ancillary
Must be be highly proficient with Microsoft Word, Excel and PowerPoint
Must be bilingual Japanese/English; able to speak, read, and write
Master's Degree helpful

Senior Client Relations Specialist Resume Examples & Samples

Prepare status reports for customers
Assist with budgeting, billing, and contract administration
Assist in onboarding new customers as they transition to DST’s industry leading solutions

Lead Client Relations Specialist Resume Examples & Samples

Assist Manager of CRS manage team performance, PTO request, scheduling and training
Assist Manager of QAM interview, hire and train new CRS team members
Assist to develop, coach and ride with individual CRS team members on a ongoing basis to ensure they are following the department guideline on document review and execution
Build relationships & be a key liaison with different department leads and supervisors to be able to resolve issues with Club, Contracts, Legal (documents, critical docs chart and SARS)
Assist in developing processes to improve functions for the CRS department
Continue to increase the deeding rate of new sales to meet business objectives

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