Client Service Specialist Resume Samples
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Client Service Specialist Resume Samples
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ZW
Z Walker
Zoey
Walker
61033 Tatum Stravenue
Boston
MA
+1 (555) 725 0444
61033 Tatum Stravenue
Boston
MA
Phone
p
+1 (555) 725 0444
Experience
Experience
New York, NY
Client Service Specialist
New York, NY
Funk-Upton
New York, NY
Client Service Specialist
- Providing leadership for channel innovation, creativity and development, evaluating and implementing new communication channels and media
- Professional development - SunTrust University, an in-house career growth and employee development program
- Supporting Leadership with their internal announcements and providing direction for events management, including local Town Halls
- Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
- Provide technical and direct account service assistance to the servicing team
- May perform breath analysis on each participant who enters the facility for any purpose and provides a written or computerized result
- Regularly reviewing vendor performance / reports against agreed performance measures and seeking cost and efficiency savings
Chicago, IL
Cib-client Service Specialist
Chicago, IL
Blanda, Lebsack and Pfannerstill
Chicago, IL
Cib-client Service Specialist
- Identify training opportunities and provide career coaching to ensure employee development and progression
- Provide supervision, management, and coaching to ensure "best in class" levels of service
- Publish MIS/Performance score-cards to senior management on a weekly and/or monthly basis
- Provides team leaders/management staff with first hand customer feedback regarding products and services
- Prepare and submit data for senior management reporting and performance evaluation
- Developing team goals and strategies as well as managing team performance against service level objectives
- Provide feedback on product software performance and operational efficiency in the customer environment
present
Los Angeles, CA
Technical Client Service Specialist
Los Angeles, CA
O'Reilly, Steuber and Turcotte
present
Los Angeles, CA
Technical Client Service Specialist
present
- Build and maintain a working knowledge of SEI’s operating services
- Continuously strive to identify and input into process improvements
- Demonstrated knowledge on Windows 2003/2008 in a network environment
- Monitor health of live data delivery systems, reacting quickly to avoid delay in resolving any client critical issue, gathering as many details as possible and alerting the relevant internal teams, work towards a solution and keep all the parties involved up to date on the status of the issue
- Stay abreast of technology changes with a specific focus on virtualization and other software that can streamline distribution of data and software to clients. Test-drive and prototype new software distribution approaches
- Ensure timely response to customer queries on operational issues and provide effective resolution/facilitation of issues within the established service standards
- To play a key role in the resolution of complex client queries, by handling any daily complex operational issues requiring interaction between SEI operations groups and our clients
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Chapman University
Bachelor’s Degree in Accounting
Skills
Skills
- 1-3 years experience in a CSS or similar role
- Native Spanish speaker and fluent in English
- Quick learner, problem-solving and self-starter
- Highly positive, motivated and ready to tackle challenges
- Thorough and attentive to details
- Great ability to handle responsibilities and ever shifting priorities
- Willing to pursue a career in Private Banking
- Understands the roles and interdependencies of all operating departments that impact these workflows
- Strong relationship management skills
- Strong communication and time management skills
15 Client Service Specialist resume templates
Read our complete resume writing guides
1
Client Service Specialist Resume Examples & Samples
- Cash handling
- Deposits and withdrawals
- Payments and transfers
- Consignment item sales
- Lobby management
- Medical, Dental, and Vision Plans
- Retirement Plan – 401k with matching
- Life insurance
- Disability insurance
- Time away from work – vacations and holidays
- Professional development - SunTrust University, an in-house career growth and employee development program
- Tuition Assistance – financial help for going back to school
2
Private Banking Client Service Specialist Based Resume Examples & Samples
- Successful experience in Private Bank or similar position/client facing role (5 years as a minimum)
- Solid understanding of financial world, products and Private Bank business
- Good tax and wealth management knowledge
- Quick learner, problem-solving and self-starter
- Pragmatic, pro-active and sense of initiative
- Highly positive, motivated and ready to tackle challenges
- Must be able to manage high volumes, work under pressure and within tight deadlines
- Thorough, attentive to details
- Willing to pursue a career in Private Banking
- Understands the roles and interdependencies of all operating departments that impact these workflows
- Great ability to handle responsibilities and ever shifting priorities
- Must understand and comply with the regulations and policies applicable to products and services
- Solid knowledge of PC software and applications (e.g. Outlook, Microsoft Office, internet/intranet, etc.)
- Fluency in French & English is essential
3
Client Service Specialist Resume Examples & Samples
- Opening and closing accounts and ensuring necessary documentation is complete
- Reviewing and managing clients' daily cash positions
- Managing daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures (e.g., mutual funds purchases/redemptions, securities free deliveries/receipts, FX, cash wires, account transactions inquiries, etc.)
- Maintaining client confidentiality at all times and developing intimacy with client
- Working as a partner with the integrated team (Bankers, Investment Advisors, etc)
- Researching, following up and resolving client inquiries and problems through effective interaction with clients, bankers, investment advisors, product specialists, operations areas, and other employees in a timely and professional manner
- Researching potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
- Identifying cross-sell opportunities and escalating to bankers and product partners in order to provide advice to the client or to conclude a transaction
- Verifying and maintaining data quality as it relates to internal and external client hierarchy and account alignment
- Participating in special projects as assigned by Team Manager
- At least 2 years' experience in the Financial Services and/or Banking industry are required
- Proven client management skills
- Ability to work effectively as part of a team
- Strong problem solving skills
- Effective communication both orally and in writing, internal and external to the Bank
- Ability to multi-task, manage pressure, prioritize and remain detail-oriented
- Fluent written and spoken Spanish and English are required
4
Senior Client Service Specialist Resume Examples & Samples
- Opening and closing accounts and ensuring necessary documentation is complete
- Reviewing and managing clients' daily cash positions
- Managing daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures (e.g., mutual funds purchases/redemptions, securities free deliveries/receipts, FX, cash wires, account transactions inquiries, etc.)
- Maintaining client confidentiality at all times and developing intimacy with client
- Working as a partner with the integrated team (Bankers, Investment Advisors, etc)
- Researching, following up and resolving client inquiries and problems through effective interaction with clients, bankers, investment advisors, product specialists, operations areas, and other employees in a timely and professional manner
- Researching potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
- Identifying cross-sell opportunities and escalating to bankers and product partners in order to provide advice to the client or to conclude a transaction
- Verifying and maintaining data quality as it relates to internal and external client hierarchy and account alignment
- Participating in special projects as assigned by Team Manager
- At least 2 years' experience in the Financial Services and/or Banking industry are required
- Proven client management skills
- Ability to work effectively as part of a team
- Strong problem solving skills
- Effective communication both orally and in writing, internal and external to the Bank
- Ability to multi-task, manage pressure, prioritize and remain detail-oriented
- Fluent written and spoken Spanish and English are required
5
Cib-client Service Specialist Resume Examples & Samples
- Research and respond queries received from Clients within time-frames defined in respective Global service directories. Follow through with respective internal teams on exceptions
- Track all queries received via CSX
- Analyze query trends and engage product service groups in grass-roots discussions to mitigate such issues at a basic level. Also drive process improvement initiatives with these groups to ensure flawless delivery to Clients
- Participate in various department and team projects to exceed Client expectations
- Publish MIS/Performance score-cards to senior management on a weekly and/or monthly basis
- Graduates (BCOM/BMS) with Nil to 3 years of experience
- Knowledge on Capital Markets and Custody Operation will be an added advantage
- Excellent Organization and Time management skills. Should exercise good judgment in prioritizing client deliverables
- Has to be extremely client-focused and result-oriented in approach
- Should be a quick learner and should possess excellent analytical skills
- Effective communication, negotiation & conflict handling is mandatory
- Should understand the big picture and think out of the box to resolve client problems
6
Client Service Specialist Europe Team Resume Examples & Samples
- Managing daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures (e.g., mutual funds purchases/redemptions, securities free deliveries/receipts, FX, cash wires, account transactions inquiries, etc.)
- Maintaining client confidentiality at all times and developing intimacy with client
- Working as a partner with integrated team (Bankers and Investors)
- Researching, following up and resolving client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other employees in a timely and professional manner
- Researching potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
- Identifying cross-sell opportunities, and escalating to bankers and product partners in order to close or provide advice to the client
- Opening and closing accounts, and ensuring necessary documentation is complete
- Verifying and maintaining data quality as it relates to internal and external client hierarchy and account alignment
- Participating in special projects as assigned by Team Manager
7
Listed Derivatives Client Service Specialist Institutional Securities Group Product Operations Resume Examples & Samples
- The ideal candidate will have 5+ years of experience to financial industry experience
- Knowledge of Listed Derivatives products is beneficial
- Knowledge of Margin and Collateral is beneficial
- Demonstrate strong commitment to risk control management and maintain a clear focus on enhancing control to continuously improving and reducing operational risk
- Maintain good escalation and ability to challenge status quo
- Mobilize cross-function teams to resolve issues
- Understand regulatory and commercial environment and make changes to processes/procedures accordingly to ensure compliance
8
Client Service Specialist Private Banking Personal Assistant Service Team Resume Examples & Samples
- Ability to assess clients’ banking statements and determine all direct debits, deposits and online bill pay transactions that need to be transitioned from the competitor bank to J.P. Morgan
- Work proactively with clients via phone to understand their entire checking activity and readily identify the various tasks that need to occur to fully transition their accounts
- Interface with various bill pay vendors and the client to seamlessly transition direct debits and work with the client to obtain necessary forms and approvals in a timely fashion
- Interface with client service and bankers/wealth managers to understand the nuances of various clients and their banking relationships
- Ability to navigate internal systems to facilitate various electronic banking tasks
- Use a high level of customer service skills in order to defuse potentially difficult and/or upset customers and complex issues
- Take the initiative to follow-up with clients to ensure that our service level agreement is met for each client
- Preferred – At least two years or the equivalent customer service or operations experience, primarily in the banking or financial service industry
- Strong interpersonal skills with proven leadership abilities
- Command strong ability to use various bank systems
- Ability to multi-task and work under pressure in a team environment
- Flexibility to work overtime as required by the business
9
Cib-client Service Specialist Resume Examples & Samples
- Strong dedication to quality customer service and working knowledge of enterprise-wide service-delivery procedures
- Time management, organizational skills and able to manage multiple tasks
- Excellent initiative and assertiveness
- Proficient in various desktop and internet based applications
- Demonstrated ability to work in a team environment
- Strong verbal and written communication skills
- Ability to adapt to a changing environment
- Excellent interpersonal skills
- 1 year or more customer service experience in a call center environment
- Good analytical and problem solving skills
- Flexibility to support adjustments to work schedule within the WHEM Shift
- Ability to quickly adapt and learn new products and technologies
- Ability to work in a fast paced performance driven environment
- Excel, Word and PowerPoint experience
- Four-year college degree desired, but not required
- Ensure that time-sensitive transactions, problem resolutions, and non-standard instructions are handled in a manner that complies within bank and department policies and procedures, and minimize risk/cost to both the bank and client
- Take on responsibility of the team performance and needs to be able to adjust hours when needed to support staff that will be working all hours of the day
10
Client Service Specialist Resume Examples & Samples
- High school diploma or equivalent
- Minimum one year experience as a SunTrust Teller or FSR, or two years of non-SunTrust experience including some or all of the following: service, sales, cash handling or payment transaction experience
- Ability to demonstrate knowledge, skills and/or expertise related to the financial services industry
- Basic math and numeric sequencing aptitude
- Willing and able to follow instructions and work under established guidelines
- College level courses
- Two years experience in a client service and/or financial sales role
- Additional experience may include combined work as a Teller and/or FSR at SunTrust Bank or comparable role at another financial institution, or completion of Core and Intermediate STU FSR and Teller Curriculum Training
- Strong probing and listening skills to uncover client needs
- Ability to respond in a professional manner and provide a high level of service quality
- Excellent verbal and written communication skills
- Understanding of consumer and business lending solutions as well as deposit products
- Demonstrated ability to meet or exceed sales goals
11
Business Banking Client Service Specialist Resume Examples & Samples
- Effective verbal and written communication with both external and internal
- Advanced experience using multiple systems to research customer issues and solve problems
- Familiarity with multiple browsers, multiple tabs and window navigation and instant messenger tools
- Two to Three years of advanced customer interaction or customer support experience, either by phone or face to face
- Previous negotiation skills required
- Must be willing to work in an environment that requires 100% phone-based customer interaction
- Proficiency with basic computer functions including mouse and keyboard usage, launching applications, conducting searches on the Internet, and maneuvering in a Windows-based environment
- Bi-lingual Spanish a plus
12
Cib-client Service Specialist Resume Examples & Samples
- Actively listens to understand the needs of Commercial Clients
- Provides explanations and articulates solutions to satisfy client needs and inquiries; interacts with customers in a warm, helpful manner to build credibility and rapport
- Provides team leaders/management staff with first hand customer feedback regarding products and services
- Takes initiative to become and remain knowledgeable about the bank's continually changing products and services
- Assist with overflow, ad-hoc projects and day-to-day tasks as assigned
- Minimum 1 year customer service experience
13
Private Client Service Specialist Sales Support Chase Wealth Management Resume Examples & Samples
- Proven 5 years experience in production and client service
- Investment industry experience/knowledge
- Active FINRA Series 7, 63, 65/66 preferred
- Excellent organizational skills with the ability to multi-task
- Strong customer service skills, call center experience
- Ability to effectively partner with the investment advisors who are servicing affluent clientele
- Ability to work in a fast-paced, deadline driven environment
- Knowledge of the JPMorgan Chase organizational structure and the ability to work across multiple LOBs
14
Cib Operations Client Service Specialist Singapore Resume Examples & Samples
- Ensure good lines of communication between partner support groups located globally
- Excellent verbal and written communication skills in English and Japanese (native level)
- Must be organized, detail-oriented and have excellent problem solving skills
- Computer literate on Microsoft Office products
- Self-starter with a passion for learning and self-development
- A passion to be a part of a high performing team
- A strong desire to develop a career within cash management area
15
Senior Client Service Specialist Swiss Team Associate Private Bank Based Resume Examples & Samples
- 5-6 years experience in the Financial Services and/or Banking industry preferred
- Strong problem solving & project management skills
- Effective communication both orally and in writing internal and external
- Ability to multi-task, manage pressure, prioritise and remain detail oriented
- Fluent written and spoken English and French required – Swiss German and/or German a strong plus
16
Junior Client Service Specialist Resume Examples & Samples
- Ideally 1-3 years experience in the Financial Services and/or Banking industry preferred
- Proven client management skills
- Proven ability to work effectively as part of a team
- Strong problem solving & project management skills
- Effective communication both orally and in writing internal and external
- Ability to multi-task, manage pressure, prioritise and remain detail oriented
- Fluent written and spoken English and French required
17
Cib-corporate Quick Pay-client Service Specialist Resume Examples & Samples
- Excellent communication, oral, written, and interpersonal skills
- General knowledge of cash management business
- Strong customer service skills, call center experience
- Flexibility to support adjustment to work schedule
- Ability to quickly adapt and learn new products and technologies
- Bachelor degree or equivalent education/work experience
- Proficient Portuguese or Spanish Language skills (verbal, written, and reading) preferred
18
Client Service Specialist Resume Examples & Samples
- Provide high quality, high touch service to Private Banking clients. Must be able to recommend solutions tailored to clients’ specific needs
- Maintain client confidentiality at all times and develop intimacy with client
- Work as a partner with integrated team (bankers, investors)
- Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
- 1-3 years experience in a CSS or similar role
- Business degree education
- Native Spanish speaker and fluent in English
- Quick learner, problem-solving and self-starter
- Highly positive, motivated and ready to tackle challenges
- Must be able to work under pressure and within tight deadlines
- Thorough and attentive to details
- Great ability to handle responsibilities and ever shifting priorities
- Willing to pursue a career in Private Banking
- Understands the roles and interdependencies of all operating departments that impact these workflows
- The successful CSS has in-depth knowledge of his/her client base, is sensitive to specific clients’ needs, and has a strong rapport both with clients and with individuals in operating areas throughout the Bank
- Strong relationship management skills
- Strong communication and time management skills
- Keen understanding of the financial and banking industries
- Ability to adapt to a rapidly and ever changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
- Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly
- Solid knowledge of PC software and applications (e.g. Lotus Notes, Microsoft Office, internet/intranet, etc.)
- Strong ability to understand data and information flows through the Bank's processing and reporting systems
- Associate with previous experience in PB Client Services
19
CIB Client Service Specialist SC Client Services Mandarin Resume Examples & Samples
- Excellent verbal and written English & Mandarin/Ca communication skills
- Enjoy investigating client inquiries in an efficient and accurate manner
- Able to provide quality services in a high inquiry volume environment
- Excellent command of English & Mandarin
- Detail-oriented
- Accuracy and ability to follow through
- Ability to work independently and in a team
- Ability to multitask in a fast paced environment and ensure accuracy
20
Cib-client Service Specialist Resume Examples & Samples
- Field incoming inquiries from the product/segment classified client channels, such as ‘800’-telephone number; fax; email; mail as it relates to Treasury Services related products. Inquiries normally fielded by the Solutions Center staff are
- Excellent communication skills (verbal and written) with emphasis on banking terminology
- Demonstrate listening skills and ability to utilize probing questions to accurately assess inquiry or request
- Ability to work in a fast-paced environment and an adaptability to change
- Strong problem-solving and decision-making skills
- Exhibits ability to work effectively in a team environment
- Proficiency in MS Windows and Office with the ability to work with multiple applications at the same time
21
Client Service Specialist Resume Examples & Samples
- Servicing assigned book of business with guidance of the Team Lead
- Retaining existing accounts and regular contact with clients
- Understanding client’s business, goals, and expectations with regard to account service
- Delivering the Willis best in class tools and resources
- Uncovering account rounding opportunities for employee benefits
- 7-10 years of experience in employee benefits ideally in the brokerage or carrier environment
- Licenses required within 60 days of employment. Advanced designations preferred
- Demonstrated ability to apply in-depth knowledge of the insurance industry, products and processes
- Excellent verbal and written communication skills including the ability to present to groups
- Strong client service, project management and relationship building skills
- Competency in Microsoft Word, Excel and PowerPoint
- Proven ability to influence, negotiate and manage multiple priorities/tasks in a fast paced and dynamic team environment
22
Cib-client Service Specialist Resume Examples & Samples
- Provide the client with support/information regarding interest claims and billing enquiries
- Act as escalation point for large money movements and escalated transactional enquiries
- Liaise with Relationship, Product and Operations Managers regarding service issues
- Understand clients’ business to help identify solutions, client efficiencies and cross sell opportunities
- Identify opportunities for product development and enhancement, and process improvements
- Eliminate exceptional and manual processes
- Manage one-off projects as they pertain to specific client issues and products
- Run Service Quality Reports and use the data to understand and analyze client's payment activities, patterns of client enquiries, opportunities for increasing client's straight-through rates
- Advise clients on and assist with incremental account set up and operational procedures and liaise with Implementations to ensure these account set ups are correct
- Manage risk through close attention to client overdrafts, unpaid bills etc and, escalate risk related issues to appropriate parties as required
- Record client interactions in CSX (e.g. calls, issues, proactive communications etc)
- Participate in risk reviews to ensure the procedures outline all activities that are associated to a request are properly documented
- Participate in and support TS initiatives
- A full working knowledge of NYDDA, MCAS, FTS, PRPC & TLM would be an advantage
- Good verbal and written communication skills
- Attention to detail and accuracy is an essential requirement as there are a number of varied processes that are undertaken across the group, adaptability and flexibility are also key skills for this role
- Proven client service skills
- An understanding of Treasury Services products, processes and risk policies would be advantageous
- Ability to work to deadlines and good time management skills are required as the team have a number of production tasks set at specific times of the day and the deadlines must be adhered to and controls exercised as documented in procedures
- Demonstrates the ability to manage multiple tasks and prioritize with minimal supervision
- Keen on identifying risks and proactively suggest controls
- Act with a high sense of urgency and integrity
- Demonstrates cultural sensitivity and awareness
- Work effectively with a team and self sufficient
- Ability to develop and mobilize internal networks and resources
- Good excel and PC skills are required and knowledge of Access would be advantageous
- At least a Meets rating for YE 2014 and MY 2015
- No active corrective action (Written Warning up)
- At least 1 year in the current role
23
Cib-client Service Specialist Resume Examples & Samples
- Process requests to add, modify or delete products/services/accounts for Treasury Services clients
- Review client requests and access the depository database, ensure core legal documentation is present as directed by compliance
- Review client documentation packages
- Act as central point of contact and coordinate with partners within the firm (i.e., Service, Operations and Sales) to ensure completion of implementation and documentation requests within agreed upon timeframes
- Process requests efficiently to maintain a current portfolio and ensure aged items are escalated appropriately
- Ensure all assigned requests are processed on the same day
- Work closely with Service, Operations and other Implementation and Documentation team members
- Respond to internal queries from Service/Operational partners
- Prepare ad-hoc and ongoing reports
- Contact client via email or phone for documentation or transaction confirmation
- Provide verbal and written status updates to business partners
- Graduate of any Business course
- Keen attention to detail
- Excellent writing and reading skills and ability to utilize critical thinking and problem solving to accurately assess inquiry or request
- Ability to work in a fast-paced environment
- Ability to adapt to a changing environment including changes or adjustments to work schedule
- Strong organizational and decision-making skills
- Ability to work on multiple applications while working under minimal supervision
- Exhibit ability to work effectively in a team environment
- Must be PC literate with proficiency in MS Windows/Office
24
Institutional Liquidity Client Service Specialist Resume Examples & Samples
- Proven abilities in providing oversight and direction to employees
- Proven abilities in developing staff through goal setting, clear and direct feedback, and performance development planning
- Foster a culture of teamwork
- Experience in recruiting
- Proficient computer skills, particularly with Microsoft Office
- Satisfied investment and trading team
- Controlled processes demonstrated by metrics and risk incidents
- On time, to quality, delivery of projects and initiatives
- A team who are growing as individuals
- Remains current on regulatory and industry initiative
- Ideal candidate will have at least 7 years of experience in Investment Management Operations, or related experience
- Bachelor's Degree or equivalent (Finance, Management or Accounting preferred, but not required) and demonstrated, proven experience in Financial Services Operations or similar role
- Knowledge of DST Transfer Agency System
- Familiar with DTCC and their core Mutual Fund Services products: Fund/SERV, Networking, Comm/SERV, Mutual Fund Profile
- Familiar with all intermediary types: Broker/dealers, Banks, Trust and Record Keepers
- Knowledge of Mutual Fund intermediary fee contracts and payments (12b-1, Sub-TA, Shareholder servicing, Revenue share)
- Knowledge of intermediary front and back office operations and how the two are linked
- Ability to develop and maintain client relationships, both internally and externally
25
Cib-client Service Specialist Resume Examples & Samples
- Ability to present executive level summary data along with cost benefit analyses
- Vocal and innovative advocate of client experience / employee experience
- Exceptional oral and written communication skills
- Strong computer skills including advanced knowledge of MSOffice
- Proven problem solving skills
- Effective time management skills
- Above average analytical skills
- Advanced organizational skills
- Leadership skills that correlate to execution of actions and follow up
- Facilitation skills
- Basic Project Management skills
- Issue/dispute resolution
- Proven process Improvement skills and knowledge
- Excellent verbal and written English & Mandarin communication skills
- Extensive business or product knowledge and / or two years of quality management experience
- Demonstrated statistical process control knowledge and skills
- Technical expertise or experience with call recording technology
26
Senior Client Service Specialist Resume Examples & Samples
- 5-6 years experience in the Financial Services and/or Banking industry preferred
- Proven ability to work effectively as part of a team
- Strong problem solving & project management skills
- Effective communication both orally and in writing internal and external
- Ability to multi-task, manage pressure, prioritise and remain detail oriented
- Fluent written and spoken English and French required – Swiss German and/or German a strong plus
27
Cib-client Service Specialist Resume Examples & Samples
- Participate in the development of goals and execution of departmental strategies
- Provide supervision, management, and coaching to ensure "best in class" levels of service
- Identify training opportunities and provide career coaching to ensure employee development and progression
- Manage daily resources and coverage levels for Technical Solutions Group agent resources
- Manage impacts to employee morale and satisfaction
- Act as point person for client escalations to coordinate resolution and further escalate customer issues as needed
- Ensure two-way communication flow to employees through dissemination of staff meeting minutes, training, upcoming product changes, event happenings, and departmental policies
- Foster partnership and teamwork within other Global Client Access teams, Sales and Service, and Product Management personnel
- Identify service quality opportunities and manage participation in service quality initiatives and projects
- Develop a robust knowledge of Client Access products, policies and procedures, in order to act as a subject matter expert in supporting agent inquiries
- Developing team goals and strategies as well as managing team performance against service level objectives
- Take ongoing lead role in supporting the development and maintenance of Policies and Procedures and training in partnership with Employee Readiness and TS Training
- Ensure that client satisfaction and confidence in JPMC/CA products and services are at or above departmental goals
- Drive escalations to resolution
- Prepare and submit data for senior management reporting and performance evaluation
- Minimum of five years of customer service management experience
- Minimum of 2 years call center management experience
- Bachelors degree
- Demonstrate excellent interpersonal and coaching skills
- Demonstrate excellent verbal and written communication skills
- Work holidays and after-hours as required
- Strong knowledge of MS office applications including Word, Excel and Powerpoint
- Proven ability to manage staff adherence to functional policies and procedures
- Technical proficiency in Windows LAN/PC environments and systems, and in web and browser-based applications and technologies
- Knowledge of cash management business
- Knowledge of call center technology
- Knowledge of Treasury Services products
- Effective time management and organizational skills
- Ability to exercise sound judgment and make effective decisions
- Ability to prioritize, handle multiple tasks and work under pressure in a team environment
- Ability to handle and work with highly sensitive records/information in an appropriate manner by giving appropriate attention to legal risks and operational concerns
- Effective analytical approach when solving complex problems/issues
- Ability to cope with a continuous accelerated changing environment
- Ability to translate complex information into a simple detailed narrative
- Ability to translate technical jargon into easier to understand language for clients
28
Cib-client Service Specialist Resume Examples & Samples
- 3-5 years of client service and /or operations background or the equivalent work experience, preferably in the banking or financial service industry
- An in-depth knowledge of Treasury products such as DDA, Cash Vault, Lockbox, USD Clearing and ACH to include system knowledge and an understanding of related procedures
- Proven ability to acknowledge and follow up regularly with clients to ensure proper client expectations are set
- Proven expert oral and written communications skills
- Strong interpersonal skills with proven leadership abilities needed
- Ability to display a sense of urgency as needed to ensure requests are completed within expected timeframes/SLA
- Strong independent problem solving skills
- Ability to work under pressure in a team environment
- Thorough knowledge of financial exposure and operational risk related to transactions associated with bank products and services
- Attentiveness to detail
- Professionalism, accuracy and efficiency
- Effective time management skills (capable of managing and prioritizing multi-tasks)
- Capacity to learn quickly
- Leadership skills
29
Client Service Specialist Resume Examples & Samples
- Processing, overseeing, reconciling, and communicating the successful completion of all client requests and transactions, including account establishment, account maintenance, service requests, check requests, account purchases, investment exchanges, redemptions, and transfers
- Preparing and maintaining documents and client files in accordance with FINRA and SEC requirements
- Answer incoming phone calls
- Assisting with the preparation of client information using MS Word, MS Excel, and MS PowerPoint
30
Senior Client Service Specialist Resume Examples & Samples
- 7-10 years of experience in employee benefits ideally in the brokerage or carrier environment
- Licenses required within 60 days of employment. Advanced designations preferred
- Demonstrated ability to apply in-depth knowledge of the insurance industry, products and processes
- Excellent verbal and written communication skills including the ability to present to groups
- Strong client service, project management and relationship building skills
- Competency in Microsoft Word, Excel and PowerPoint
- Proven ability to influence, negotiate and manage multiple priorities/tasks in a fast paced and dynamic team environment
31
Business Banking Client Service Specialist Resume Examples & Samples
- Responsible for various client service, relationship management and operational control activities for Business Banking clients with a broad spectrum of products including treasury services
- Serve as a service contact for each internal and external client and will be directly responsible for the initiation and follow through of client interactions primarily in the email channel as well as phone channel interactions
- Extensive Business Banking and Treasury Services product knowledge and a broad understanding of operational flows and systems are required to support this position
- The Client Service Specialist is primarily responsible for ensuring the client experience is world class and that interactions/issues are resolved accurately and expediently
- Use a high level of client service skills in order to defuse potentially difficult and/or upset customers with complex issues
- Take the initiative to create escalation of any issue that cannot be resolved within the anticipated service level or one that creates risk or exposure for the customer or the bank
- Identify trends within the escalated emails/issues that will lead to improvement opportunities in policies/procedures processes
- May be required to assist department in meeting and exceeding SLA's by handling other functions when volumes fluctuate
- Research and resolve complex client’s issues by working in partnership with partner groups
- Ability to display a sense of urgency as needed to ensure requests are completed within expected timeframes/service level agreement
- Self motivated, assertive, performs well in a team environment
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Client Service Specialist Resume Examples & Samples
- Provide technical and direct account service assistance to the servicing team
- Maintain client service standards
- Develop custom analytical reports
- Initiate the renewal process for existing accounts
- Maintain insurance records for accounts including writing account summaries, compiling, calculating and organizing insurance data and correspondence
- Provide client support to Willis Towers Watson clients
- Assist with claim analysis and placement of insurance programs
- Responsible for management of certificates of insurance programs for clients and billing/accounting for clients
- Resolve customer inquiries and problems pertaining to insurance products and services
- 1-3 years of insurance brokerage experience; experience with wrap up programs preferred
- Bachelor’s degree
- Property and Casualty license must be obtained within 60 days of employment
- Advanced Microsoft Office skills
- Superior interpersonal skills for working with colleagues, clients and underwriters
- Time Management and Organizational Skills
- Ability to work independently
- Customer service focus
- Problem solving abilities, including critical thinking, research, quantitative skills, creativity
- US Driver’s License
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Senior Client Service Specialist Resume Examples & Samples
- Requires three years work experience in banking or financial service industry performing related client service, relationship management, portfolio management, sales support, loan servicing/loan processing, customer service, or operations duties
- Requires knowledge of either Dealer Commercial Services, Middle Market, Large Corporate, Business Banking, Branch Banking, Treasury or Cash Management areas within the Bank
- A demonstrated ability to work independently in a problem solving capacity, coupled with a willingness to multi-task
- Have excellent oral and written communication skills
- Be able to work in a team and under pressure effectively
- PC skills to include Microsoft products
- High school graduate or equivalent required, prefer Bachelor's Degree
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Accounting Client Service Specialist Resume Examples & Samples
- Managing client issues from discovery through resolution, demonstrating ability to triage issues and manage client expectations
- Assisting with project management of new client implementations with a focus on business requirements and data migration
- Developing relationships with assigned clients and a deep understanding of clients’ business practices to effectively provide world-class support
- Cultivating internal relationships with business and technical teams collaboratively to enlist their help with client support
- Assisting with the execution of a client communication strategy that drives clients’ usage of the TNR product
- Conducting pre-sales product demonstrations, assist with RFP responses, and the design and setup of proofs of concept for prospective clients
- Managing the on-going update of software documentation including release notes, system requirements documents, and ‘help’ topics
- Helping define, implement, monitor, and report operational metrics for client support team
- 2+ years relevant work experience preferably in accounting or a finance related position
- Strong client service background
- Prior experience working with financial systems
- Knowledge of accounting principles a strong plus
- Experience using QuickBooks and other accounting packages
- Ability to successfully multi-task
- Desire to work in a fast-paced, challenging environment
- Well organized and detailed oriented
- Ability to work independently and in a team under time pressure
- Ability to learn different software packages
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Client Service Specialist Resume Examples & Samples
- 6-10 years previous banking or other financial institution experience and/or 3-5 years client support experience
- Demonstrates very strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of Wealth Strategists, Team Leads, Trust Advisors, Investment Advisors, Strategic Wealth Advisors and/or Client Advisors (portfolio of Wealthy, High Net Worth and/or Specialty Legal / Medical clients) with all product discussions and offerings
- Excellent oral and written communication skills
- Excellent organizational skills and the ability to work on numerous tasks simultaneously
- Solid Microsoft Word, Excel, PowerPoint and Outlook skills
- Well organized and flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities
- Strong knowledge of banking and trust systems
- High proficiency with loan document handling due to high loan volumes
- Train junior Client Support Specialists - systems, industry knowledge, support processes and procedures
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PWM Client Service Specialist Resume Examples & Samples
- 6-10 years previous banking or other financial institution experience and/or 3-5 years client support experience
- Demonstrates very strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of Wealth Strategists, Team Leads, Trust Advisors, Investment Advisors, Strategic Wealth Advisors and/or Client Advisors (portfolio of Wealthy, High Net Worth and/or Specialty Legal / Medical clients) with all product discussions and offerings
- Excellent oral and written communication skills
- Excellent organizational skills and the ability to work on numerous tasks simultaneously
- Solid Microsoft Word, Excel, PowerPoint and Outlook skills
- Well organized and flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities
- Strong knowledge of banking and trust systems
- High proficiency with loan document handling due to high loan volumes
- Train junior Client Support Specialists - systems, industry knowledge, support processes and procedures
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Private Client Service Specialist Resume Examples & Samples
- Proven 5 years experience in production and client service
- Investment industry experience/knowledge
- Active FINRA Series 7, 63, 65/66 preferred
- Excellent organizational skills with the ability to multi-task
- Strong customer service skills, call center experience
- Ability to effectively partner with the investment advisors who are servicing affluent clientele
- Ability to work in a fast-paced, deadline driven environment
- Knowledge of the JPMorgan Chase organizational structure and the ability to work across multiple LOBs
- Proficient in Microsoft Office
- BA or BS required
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Senior Financial Client Service Specialist Resume Examples & Samples
- State Life and Health licenses required within 60 days of employment
- Excellent verbal and written communication skills; the ability to develop and present their financial analysis with authority and present client-facing recommendations based on pre-determined strategic goals; manage the renewal process and client calendar for timely delivery of quarterly/annual financial exhibits and develop strong carrier relationships
- Ddemonstrated proficiency in the use of company-sanctioned software, including advanced knowledge of Microsoft Excel and good knowledge of Microsoft Word, as well as Microsoft PowerPoint
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Accounting Client Service Specialist Resume Examples & Samples
- Manage client issues from discovery through resolution, demonstrating ability to triage issues and manage client expectations
- Assist with project management of new client implementations with a focus on business requirements and data migration
- Develop relationships with assigned clients and a deep understanding of clients’ business practices to effectively provide world-class support
- Cultivate internal relationships with business and technical teams collaboratively to enlist their help with client support
- Assist with the execution of a client communication strategy that drives clients’ usage of the TNR product
- Conduct pre-sales product demonstrations, assist with RFP responses, and the design and setup of proofs of concept for prospective clients
- Manage the on-going update of software documentation including release notes, system requirements documents, and ‘help’ topics
- Help define, implement, monitor, and report operational metrics for client support team
- Detail-oriented with strong time management and project management skills
- Comfortable working autonomously and as part of a team
- Excellence in analytical thinking, problem solving, communication, planning & organization and judgment
- 3+ years relevant work experience, strong consideration given to candidates with fund accounting experience
- Ability to successfully multi-task in the face of ambiguity, switching gears as priorities shift
- Willing and able to address escalated client issues with speed and urgency
- Ability to achieve consensus among different constituents
- Experience managing client relationships strongly desired
- Technically savvy with strong command of Office products
- Ability to collaborate within the organization and across the client base
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Client Service Specialist Resume Examples & Samples
- Actively supporting and communicating the strategy
- Building and maintaining diverse relationships internally and externally
- Collaborating with colleagues and influencing activities to achieve positive outcomes in the interests of the business
- Promoting collaboration involving clients, employees and vendor partners. Working as an integrated member of the Communications team, integrating and aligning plans where appropriate
- Leading the development and execution of objectives, plans and policies that will have a positive impact on professionalising communications and supporting a high performing business unit
- Implementing and evaluating a channel strategy and plan that supports the delivery of Communications’ strategic objectives
- Providing leadership for channel innovation, creativity and development, evaluating and implementing new communication channels and media
- Ensuring the effective planning, management, production and delivery of all types of channels that reach diverse audiences across the business; ensuring channel availability at all required times, including out of hours for crisis communication and major announcements
- Advising stakeholders on the best communication channels and on content development e.g. crafting messages and stories, use of language, tone of voice, interpreting messages for specific audience groups and sharing knowledge with the organisation
- Working with colleagues to drive and develop content that has had an high impact with target audiences, is on message, on brand, accurate and tailored appropriately to the business needs, the target audiences and the channels to be used
- Championing the Communications channels, ensuring the effective planning and scheduling of content to secure relevant, up to date content for all areas at all times
- Creating an online strategy, delivering innovative contribution to articles and content and ensuring that all information loaded to the website is checked on a monthly basis and updated accordingly
- Supporting Leadership with their internal announcements and providing direction for events management, including local Town Halls
- Managing relationships with approved Communications Vendors, ensuring the effectiveness of service delivery
- Regularly reviewing vendor performance / reports against agreed performance measures and seeking cost and efficiency savings
- Ensuring the vendor management policy is being adhered to within the Communications team
- Developing, owning and embedding a communication style guide
- Designing media images and banners in line with Deutsche Bank guidelines
- Designing engagement campaigns using social marketing to engage and interact with the business and end user
- Understanding and observing effective governance for all activities
- Ensuring accurate drafting and appropriate sign off for content and the alignment of strategic messages with business messages to create integrated communication
- Ensuring quality control, with zero errors
- Working with Deutsche Bank Corporate Communications to ensure compliance with brand guidelines
- Applying appropriate measurement and evaluation mechanisms, implementing changes to create a cycle of continuous improvement
- Evaluating the reach, efficiency and effectiveness of channels in achieving strategic objectives
- Taking a key role in directing major change management communications to support transformational projects and closely engaging with Senior Management to provide thought leadership in the Communications domai
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Cib-client Service Specialist Resume Examples & Samples
- Responsible for the full client experience with respect to the use and support of Chase Commercial Online
- Blended voice and non-voice based internal/external client interactions under the commercial Banking platform
- Provide professional, courteous, and competent technical and procedural telephone support to Commercial Banking clients for treasury products and services
- Consult with internal and external clients in multiple lines of businesses in the application of Global Client Access product functionality in the treasury and accounting functions
- Provide consultative support to clients on cash management, implementation and operational issues, inquiries, "how - to" type inquires on using products, problem resolution, software/hardware recommendations, and security practices
- Forward relevant information to relationship areas, product management and team management, as required
- Provide feedback on product software performance and operational efficiency in the customer environment
- Develop specialized skills around the product line and the related technologies and businesses
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Cib-client Service Specialist Resume Examples & Samples
- Responsible for the full client experience with respect to the use and support of treasury web products, including JPMorgan ACCESS, in a Technical Support Help Desk role
- Provide professional, courteous, and client focused technical and procedural telephone support to clients for web and PC based treasury/cash management products and services
- Consult with internal and external clients in multiple lines of businesses
- Provide overviews and detailed walk through on various TS products
- Provide technical problem resolution support, trouble shooting and software/hardware recommendations
- Document client technical support information, including client configuration changes, troubleshooting information, problem resolutions, sensitivity issues, and security concerns, for all client interactions
- Maintain high levels of expertise in web and networking technologies. Provide feedback on product software performance and operational efficiency in the customer environment. Develop specialized skills around the product line and the related technologies and businesses
- Ensure prompt follow through on all client interactions to ensure complete resolution
- Ensure adherence to all departmental Quality Criteria, Policies and Procedures and Performance standards
- Maintain high level of proficiency in TS products and technical applications
- Essential Skills & Experience -- include specifics regarding academic/ professional qualifications (e.g. degree, university, results), # years total and # years relevant work experience, relevant employers, relevant experience (nature of work/ job functions)
- Excellent oral and written communication skills
- 2 years customer service experience in a call center environment
- Basic technical proficiency in Windows LAN/PC environments and systems, and in web- and browser-based applications and technologies
- Strong analytical and problem solving skills
- Flexibility to support adjustments to work schedule
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Business Banking Client Service Specialist Resume Examples & Samples
- Research and resolve complex client’s issues by working in partnership with partner groups. Types of cases will include fraud resolution, treasury solutions, complex account maintenance, internal relationship maintenance and billing inquiries
- Support field Business Relationship Managers in the successful servicing of customers
- Increase customer satisfaction through excellent communication and follow up
- Document issues and record resolutions for the firm’s system of record
- Act independently within policy to assist customers and internal partners and escalate in cases where the policy is preventing us from delivering the right client experience
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Private Client Service Specialist Resume Examples & Samples
- The ability to assist clients with excellent customer service
- Active FINRA Series 7, 63, 65/66 required and Life & Health licenses required within 90 days of hire
- Excellent problem solving skills
- Knowledge of the JPMorgan Chase organizational structure and the ability to work across multiple Lines of Business
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Client Service Specialist Resume Examples & Samples
- Bachelor's degree preferred or equivalent work experience: typically a minimum of two years in customer service or operations
- Ability to Multi-Task
- A demonstrated ability to work independently with the added capability of working well in a team
- Ability to work in a high pressure environment effectively
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Business Banking Client Service Specialist Resume Examples & Samples
- Minimum three years of retail sales or customer service experience - in person or over the phone required
- Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer
- Ability to present features, and benefits of products and services to customers with differing needs
- Self-motivated, assertive, performs well in a team environment
- Analytical and time management skills to maintain focus on production
- Computer key boarding skills
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Technical Client Service Specialist Resume Examples & Samples
- A TCS specialist is responsible of managing the technical responsibility of some of MSCI’s most important clients. Therefore he/she should be able to provide remote and when necessary on-site technical support to regional and global client-base, across desktop, ASP, toolkit and open architecture products. Collaborate with sales team to provide pre-sales advice and consultations to prospects - demonstrating products and toolkits covering architecture and operational workflow. Deliver software implementations and software upgrades to new and existing clients. Deliver post-implementation support, working with clients directly and with escalated issues from our Global Client Service team. Develop and maintain relationships with key IT contacts at top tier clients. Document client's architectures and maintain solutions database
- Be able to operate under pressure and troubleshoot issues in a timely manner, providing full explanation to clients and offering training to improve knowledge of the applications. Escalate when necessary making sure the correct department is working on a solution and provide regular updates to clients. Provide first-class customer service resulting in high customer satisfaction scores
- Leverage technical skills to develop solutions for customer and internal issues. Identify the need for, and write effective scripts in Windows and/or Linux environments to automate team and/or client processes that involve data transformation and loading. Develop software for internal use that monitor our distribution systems and increase efficiency for other team operational processes
- Stay abreast of technology changes with a specific focus on virtualization and other software that can streamline distribution of data and software to clients. Test-drive and prototype new software distribution approaches
- Monitor health of live data delivery systems, reacting quickly to avoid delay in resolving any client critical issue, gathering as many details as possible and alerting the relevant internal teams, work towards a solution and keep all the parties involved up to date on the status of the issue
- Basic programming Skills on at least one of these languages: .NET (VB, C#), C++ and/or Java
- Basic knowledge of DB principals (SQL, Database Design, Data Integrity, Data Mining) in either MS-SQL or Oracle
- Advanced MS Office, macro/VBA
- Demonstrated knowledge on Windows 2003/2008 in a network environment
- Fast learner. Candidate should
- Demonstrate programming/scripting experience (for more detail see the knowledge & skills section)
- Relevant client facing experience, for example: IT consultants, Technical Client Support, IT project managers, IT client relationship managers, etc
- Demonstrates initiative and is self-starting, motivated and committed
- 3 years+ relevant working experience
- Strong aptitude to learn new technologies and practices quickly
- Relevant degree (Computer Science, IT, Financial Engineering)
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Client Service Specialist Resume Examples & Samples
- Provide premium service to assigned accounts
- Provide 100% ownership (to resolution) of support issues from important accounts within assigned segment
- Answer detailed client inquiries about MSCI products and methodology
- Participate in developing client relationships through proactive follow up on issues raised
- Lead regular calls with important accounts to cover outstanding issues and giving updates
- Maintain relationships by ensuring relevant product and model information is shared with clients
- Contribute to producing service reviews and service plans that support client renewal initiatives
- Execute onboarding and training of Clients
- Become a subject matter expert on analytics products and services
- Championing process changes to improve Client Experience and Efficiency
- Strong Bachelor Degree in Mathematics, Physics, Engineering, Economics or similar subject
- Post graduate qualification in Finance (M.Sc./M.B.A./P.G.D.M.). Certifications like CFA/FRM will be an added advantage
- Total work experience of about 4-7 years or more in the financial services industry out of which at least 3 years or more in a client facing/relationship management role will be preferred
- Candidates with current positions in Market Risk groups, or client facing quantitative financial service providers will be preferably considered
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Analytics Client Service Specialist Resume Examples & Samples
- Analyze market performance and data for our clients on a reactive and a pro-active basis
- Maintain relationships by ensuring relevant product and model information is shared with clients
- Keep up with current events and trends in the market place
- Demonstrated understanding of financial topics which should include some of the following: Modern Portfolio Theory, Equity and Portfolio Construction, Optimization, Cap Asset Pricing models, Multi Factor Risk Models, Market Risk, Credit Risk and VAR
- Deep understanding of international financial institutions and global financial markets
- Proactive and highly motivated, track record of challenging self and others to anticipate future trends and creatively capitalize on opportunities
- Dynamic, track record of excelling in an environment of ambiguity by quickly adapting behavior and work methods to adjust to multiple demands and shifting priorities
- Teamwork, ability to work efficiently with diverse cultures on a global team and knowing when to involve appropriate colleagues in projects regardless of function or location
- 5-7 years experience in Financial Services
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Client Service Specialist Resume Examples & Samples
- Competitive pay, great benefits and vacation time. Benefits including medical, dental, vision, life insurance, 401(k) with company match and cash pension plan
- Casual Dress
- Fitness Facility
- Free parking
- Requires high school diploma or equivalent
- One year related experience preferred
- Required skills include good written and verbal communication, interpersonal, basic math, organizational, reading comprehension, and problem solving
- Possible overnight travel to participate in meetings may be necessary
- Requires basic knowledge of plan and contract documents, manuals, procedures, and Company products and services
- Basic knowledge of Pension products preferred
- Must have ability to balance working independently with working in a team environment to meet client needs and achieve overall Pension goals
- Basic understanding of accounting and recordkeeping systems and PC applications preferred
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Technical Client Service Specialist Resume Examples & Samples
- To play a key role in the resolution of complex client queries, by handling any daily complex operational issues requiring interaction between SEI operations groups and our clients
- To manage through to effective resolution all complex client application support requests
- To specialise in operational functions to provide timely updates/resolution to function specific queries
- Become the client facing subject matter expert for given operational process(es)
- Act as liaison between SIEL’s Operations and the client on daily operational and business critical issues
- Ensure timely response to customer queries on operational issues and provide effective resolution/facilitation of issues within the established service standards
- Escalate operational service issues to the Relationship team and Middle Office Manager as warranted
- Participate, as applicable, in Relationship Management meetings with clients in person and over the telephone
- Travel to meet with clients when required
- Build and maintain a working knowledge of SEI’s operating services
- Participate in Operations unit initiatives where appropriate
- Continuously strive to identify and input into process improvements
- Ideally degree educated (or equivalent) with experience within financial services. Private banking, mutual funds and investment advisory is preferred as is industry knowledge of private banking, asset management and investment processing
- Excellent project management, organizational and PC skills
- Process-oriented with strong attention to detail
- Ability to handle multiple tasks and projects with tight delivery schedules
- Responsiveness, accountability and adaptability
- Professionalism and leadership
- Critical thinking and problem-solving skills
- Self-motivated and willing to learn
- Supports a healthy team environment
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Client Service Specialist Resume Examples & Samples
- Work the queue, faxes, incoming mail and emails daily, contacting the clients directly with resolution
- Documents customer issues utilizing current on-line information management system
- Ensures timely reporting, referral, follow-up and escalation of internal and external client issues to minimize disruption to service and overall impact to First Data clients
- Must remain current on company implementations and changes
- Must possess a detailed knowledge of policies and procedures with a broad understanding of the client operation
- May provide training support for all new hire service personnel
- May coordinate the rollout of client-specific procedures within the service center
- May help build and maintain knowledge sources
- Act as liaison between clients and internal departments to communicate, research, and investigate client issues
- Analyze data and workflows to determine root causes and make recommendations to gain efficiencies
- May provide support for tours of and presentations on the service center
- May serve as acting supervisor during his/her absence
- May negotiate with clients to reach a satisfactory conclusion from a business/client perspective
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Associate Client Service Specialist Resume Examples & Samples
- Utilize the call tracking system, and process client requests in a timely and accurate manner
- Clearly communicate pertinent information to internal and external clients; provide follow-up and status updates to clients on all outstanding issues; communicate and escalate internal and external client concerns
- Build and maintain relationships with clients
- Monitor issues to establish patterns
- Analyze internal operations and recommend ways to improve processes
- Ensure all departmental procedures are followed and established timelines are adhered to
- Provide clients with notification of pending changes/enhancements and production issues that will impact or benefit their business
- Experience in the financial services industry a plus
- Comfortable operating in a fast paced environment which deals directly with a diverse and demanding group of clients that expect a high level of support
- Ability to adapt and embrace change on an ongoing basis
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Cib-client Service Specialist Resume Examples & Samples
- Outbound calls to clients and internal partners to validate payments. Actively engaging with internal partners
- Monitoring of various queues for detection of potential fraud payments and prioritizing to ensure payment cutoffs are met
- Troubleshooting payment transactions to identify false/positives and decision on how to handle
- Immediate reaction and escalation of confirmed fraud payments and following procedures to secure the client profiles and escalating to relationship and management teams
- Ensure client satisfaction and confidence with JPMorgan Chase payment products and services
- Accurate and timely documentation of all interactions
- Monitoring of the group mailbox and assignment of email inquiries that require investigation or client callback
- Support the development and maintenance of policies, procedures, and training materials. Escalation of issues as necessary
- Partner with Production Management and Clearing teams to adjust or correct fraud monitoring criteria where needed
- Participate in creating end of day reports and fraud monitoring activity reports
- Partner with the leadership team, other team members, and business partners to resolve client issues and to meet business goals
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Client Service Specialist Resume Examples & Samples
- The Client Service Specialist II (Account Manager / Underwriter) sells, services, and underwrites our established portfolio of Directors & Officer Liability (D&O) insurance products and Property & Casualty (P&C) business insurance to our nonprofit clients, providing customer support to clients, prospects and retail agents/brokers
- The Account Manager / Underwriter will manage an existing book of nonprofit D&O renewal accounts of medium complexity focusing on retention targets as well as client and retail agent/broker relationships. The Account Manager / Underwriter will also work on P&C insurance rating and underwriting review of renewal and new business risks within a designated affinity program targeting the nonprofit social services segment
- Both the D&O and P&C responsibilities require maintaining detailed knowledge of carrier forms, products and competitive landscape and relaying that information where appropriate with team members. Delivery of concise and accurate new/renewal proposals to retail agents/brokers and direct clients/prospects. Adept in conducting detailed discussions with retail agents/brokers and clients/prospects about coverage and pricing features of the programs. Responsible for maintaining strong working knowledge of necessary resources, marketing materials, and available technology. Recognizes opportunities for process improvements & recommends changes. Proven ability to facilitate and negotiate using tact and diplomacy
- Directors and Officers Insurance responsibilities include (but are not limited to) the following: Responsible for underwriting, obtaining, and servicing policies and meeting retention goals and new business targets where applicable. Conduct the renewal and maintenance of existing accounts and quote new business accounts where applicable. Provides technical advice to clients/prospects and retail agents/brokers as needed. Prepares renewal and new business proposals to ensure successful outcome of transactions. May participate in special projects/programs as assigned, such as training or communications, sessions within or outside of the company
- Property and Casualty Insurance responsibilities include (but are not limited to) the following: Responsible for property & casualty insurance rating and underwriting review of renewal and new business risks within a designated affinity program targeting the nonprofit social services segment. Responsible for utilizing rating tools and input in carrier underwriting systems. Accountable for following instructions provided by lead underwriter in order to ensure accurate risk assessment and documentation
- Excellent communication skills, verbal and written
- Strong analytical and problem solving skills
- Experience with Microsoft office suite products (Word, Excel)
- Strong organizational skills and attention to detail
- P&C license required within 6 months of hire date
- 1-2 years’ work experience in the Property & Casualty insurance field either in management liability or all lines of P&C
- Will consider recent college graduates
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Client Service Specialist Resume Examples & Samples
- Bachelor’s degree strongly preferred, or combination of applicable experience and education
- Minimum two (3) years’ experience working in a similar capacity, with insurance, health promotion or health care industry experience preferred
- Must be self-motivated, thrives in a fast-paced, team environment and able to work effectively with little supervision and direction
- Strong active listening skills with the ability to ask thoughtful and probing questions to determine client needs
- Strong organizational skills with excellent multi-tasking, problem-solving and follow-up skills, and the proven ability to deliver timely and accurate work product
- Excellent written and verbal communication, interpersonal and relational skills, including the ability to communicate effectively with remote locations, internal/external clients and vendors
- Advanced skills in Microsoft Word, Excel, Access and PowerPoint; knowledge of Publisher
- HIPAA Certificate must be obtained within one (1) week of hire date
- Demonstrated ability to exercise sound judgment when handling complaints, confidential and sensitive issues
- Requires the ability to collect and analyze complex numerical and written data and verbal information to reach logical conclusions
- Requires the ability to work and cooperate with clients, co-workers, managers, the public and employees at all levels in order to exchange ideas, information, instructions and opinions
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Licensed Client Service Specialist Resume Examples & Samples
- Service clients needing trade assistance in the absence of the financial advisor. Includes review of each order request for accuracy and suitability, discussing the trade with the client, entering addressing client concerns/providing information about investments, and reinforcing branch/client relationship
- Welcome prospects to the firm and service existing clients by opening new accounts in the absence of the financial advisor. Includes gathering information in accordance with NYSE Rule 405, in addition to determining appropriate investment objectives for the account
- Review order requests submitted by financial advisors not registered in the client's state of residence and placing override trades when determined to be approved legal exceptions
- Answer incoming calls from branches and provide information/training on Order Service policies/procedures
- Facilitate the training of associates & FACD as needed Includes coaching/mentoring, review of the trainee's performance and comprehension of the training materials
- Providing real time feedback, determining when the trainee is prepared to begin working without a trainer and documenting and communicating feedback to area leaders
- Upon gaining a level of proficiency in the Order Service role, will cross train in Client Relations
- Minimum of 1-3 years previous experience in securities industry preferred
- Excellent client service, verbal and written communication skills
- Strong workflow management skills
- Ability to apply sound judgment in decision making
- Knowledge of firm guidelines concerning NASD/State securities registration, trading practices, investment suitability and proper disclosure of product information
- Ability to understand and communicate research opinions and information on companies/investment product
- Basic understanding of economics, interest rates, and the stock market
- Ability to function in a fast-paced environment without sacrificing quality
- Strong computer skills required, including effective use of Microsoft Office applications and Internet Explorer
- Bachelor's degree or equivalent work experience is preferred
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Client Service Specialist, Gartner Research Resume Examples & Samples
- Bachelor degree, Major in Business or IT preferred
- 3-5 years experience in a fast paced customer service environment, preferably in the information technology industry
- Ability to take initiative, ownership and accountability in processing client /non client requests
- Ability to manage multiple tasks simultaneously and prioritize workload
- Capacity to work as part of a virtual global team
- Strong interpersonal and relationship building skills
- Ability to problem solve and bring timely resolution to escalation
- Process-driven, methodical and pays strong attention to detail
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Analytics Client Service Specialist Resume Examples & Samples
- Teamwork, ability to work efficiently with diverse cultures on a global team and knowing when to involve appropriate colleagues in projects regardless of function, geography, or business line
- 3-7 years experience working in Financial Services
- Undergraduate degree in Finance, Economics, Actuary or other quantitative fields required
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Client Service Specialist Resume Examples & Samples
- Assist High Net Worth, Retail, and Institutional clients with application issues
- Respond to inbound customer calls in a professional manner and addressing customer issues
- Provide customers timely and accurate information reflecting a positive and customer oriented image of the organization
- Maintain a courteous and pleasant demeanor while speaking with customers
- Handle multiple tasks
- Adapt to the needs of the individual caller
- Offers alternatives and options to satisfy customer concerns
- Researches and resolves a wide variety of customer questions/issues
- Education: Bachelor's degree required
- Experience: Minimum 2 years in Customer and/or Financial Service
- Registrations: FINRA Series 7 and 63 a plus. (if you do not have but are willing to obtain we will sponsor)
- Outstanding written and oral communication skills
- Basic understanding of brokerage regulations and rules that govern client accounts
- Demonstrates experience in handling client concerns and issues with tact and diplomacy
- Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
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Asset Management GWM Client Service Specialist Based Resume Examples & Samples
- Provide high quality, high touch service to Private Banking clients. Must be able to recommend solutions tailored to clients’ specific needs
- Work as a partner with integrated team (bankers, investors)
- Highly positive, motivated and ready to tackle challenges
- Willing to pursue a career in Private Banking
- Understands the roles and interdependencies of all operating departments that impact these workflows
- The successful CSS has in-depth knowledge of his/her client base, is sensitive to specific clients’ needs, and has a strong rapport both with clients and with individuals in operating areas throughout the Bank
- Strong ability to understand data and information flows through the Bank's processing and reporting systems
- Associate with previous experience in PB Client Services
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Employee Assistance Program Client Service Specialist Resume Examples & Samples
- Responsible for assisting with answering all EAP calls that come into the EAP dedicated line (back up)
- Responsible for assisting with presentations for open enrollments and employee orientations
- Responsible for assisting the Account Managers in the preparation and delivery of Utilization Reports
- Responsible for assisting with coordination of Critical Incidents Stress Debriefings
- Responsible for a small account caseload
- 1+ years of recent Behavioral Health experience
- 2+ years of Face to Face Client/Customer service experience
- Experience making and receiving customer phone calls in a professional setting
- Experience giving presentations
- Intermediate level proficiency with Microsoft Word, Excel, PowerPoint and Outlook
- Experience supporting Account Managers or Account Executives
- Ability to travel up to 50% of the time locally
- Ability to work nights and weekends as needed
- EAP (Employee Assistance Program) experience
- Bilingual in English and Spanish
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Client Service Specialist Wealth Management Resume Examples & Samples
- Products including: mutual funds, variable annuities, stocks, bonds, IRAs, 529s, brokerage, advisory and direct subscription platforms
- Processes including: new account setup, cashiering, periodic investment plans, IRA distribution/contribution rules, transfer of assets, dealer changes, and stock transfer
- Systems including: DST Vision, NetX360, Albridge Wealth Reporting, Envestnet, CCPulse, Siebel, Outlook, Skype
- Excellent telephone and written communication skills
- Candidate must possess strong analytical skills, have the ability to ask probing questions, and present solutions to complex issues that may arise
- The individual must exude patience and have the ability to articulate procedures and concepts to callers of various levels of expertise
- Broker-Dealer Operations – account set-up, cashiering, transfer of assets, IRA distribution rules, mutual funds, variable annuities, industry regulations, systems and processes
- Experience with asset allocation strategies as well as investment advisory products preferred. Envestnet knowledge a plus
- 3 to 5 years of financial services operations or call center experience
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Licensed Client Service Specialist Order Service Resume Examples & Samples
- Service clients needing trade assistance in the absence of the financial advisor. Includes review of each order request for accuracy and suitability, discussing the trade with the client, entering addressing client concerns/providing information about investments, and reinforcing branch/client relationship
- Welcome prospects to the firm and service existing clients by opening new accounts in the absence of the financial advisor. Includes gathering information in accordance with NYSE Rule 405, in addition to determining appropriate investment objectives for the account
- Review order requests submitted by financial advisors not registered in the client's state of residence and placing override trades when determined to be approved legal exceptions
- Answer incoming calls from branches and provide information/training on Order Service policies/procedures
- Facilitate the training of associates & FACD as needed Includes coaching/mentoring, review of the trainee's performance and comprehension of the training materials
- Providing real time feedback, determining when the trainee is prepared to begin working without a trainer and documenting and communicating feedback to area leaders
- Upon gaining a level of proficiency in the Order Service role, will cross train in Client Relations
- Minimum of 1-3 years previous experience in securities industry preferred
- Excellent client service, verbal and written communication skills
- Strong workflow management skills
- Ability to apply sound judgment in decision making
- Knowledge of firm guidelines concerning NASD/State securities registration, trading practices, investment suitability and proper disclosure of product information
- Ability to understand and communicate research opinions and information on companies/investment product
- Basic understanding of economics, interest rates, and the stock market
- Ability to function in a fast-paced environment without sacrificing quality
- Strong computer skills required, including effective use of Microsoft Office applications and Internet Explorer
- Bachelor's degree or equivalent work experience is preferred
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Client Service Specialist Resume Examples & Samples
- Deliver training for processes, tools and role-specific capabilities
- Develop and maintain business procedures with the support of business subject matter experts
- Conduct needs analyses to help determine appropriate training solutions
- Develop and maintain training material, working in partnership with the other business specialists
- Keep current on business unit practices
- Measure the effectiveness of the learner’s application of the knowledge using appropriate testing and evaluations
- Complete learner assessments and conduct coaching/mentoring sessions in order to provide feedback to the learners while keeping the business informed of learners’ progress
- Apply accelerated and blended learning techniques in training
- Identify individual learning styles and adjust the program accordingly
- Act as a professional consultant to the business partners
- Deliver knowledgeable and capable staff to the business unit
- Recognize and act on opportunities for continuous improvement
- Participate on projects as assigned by the Manager
- Exhibit a sense of passion and commitment to living the brand in day-to-day activities and be a role model to new and existing Sun Life employees by your actions and positive attitude
- Leverage internal and/or external resources to create high quality, best practices learning and development solutions
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Client Service Specialist Resume Examples & Samples
- Work From Home available 1-2 days per week after 90 day training period
- West Region Core Customer Hours – 10:00 AM – 7:00 PM CST
- Responsible for all aspects of servicing new business, renewals, and supporting the remarketing process to include program analysis, preparation of applications, negotiation with carrier underwriters, obtaining quotes and creating/delivering proposal documents
- Coordinate and support all day to day service deliverables such as client inquiries and requesting policy endorsements from carriers within our own workflow, or in other Central teams as appropriate
- Mentor and coach team members
- Maintain knowledge of market trends and changes
- Ensure group policy meets all legal, regulatory and compliance requirements
- Maintain client relationships with assigned accounts and support retention ratio at or above target retention targets
- Collaborate and communicate with other service teams (e.g. NAC, Certificate Center, Surplus Lines, etc.) to smoothly and effectively complete joint work/process steps
- Gather relevant information in support of prospecting activities
- Review and analyse current and expiring exposures, identify changes, perform needs and gap analysis and prepare proposal
- Facilitate both internal and external strategy meetings and document results
- Obtain Order to Bind from client and deliver confirmation
- Perform file review and complete required forms
- Design, prepare, negotiate and deliver fee/compensation agreement to clients ensuring both client profitability and SOX compliance
- Resolve client and carrier issues, including but not limited to coverage questions, billing discrepancies and collections
- Develop and deliver Client Service Handbook with instructions for claims and certificates
- Obtain audit revisions/dispute audit with carrier as applicable
- Work with Carrier on change requests and endorsements, and when verified, deliver to client
- Maintain account management information in appropriate systems
- 1-5 years of insurance experience in a role that is client-facing or external stakeholder-facing is required
- Property & Casualty insurance knowledge/experience strongly preferred
- Excellent verbal and written communication skills to include phone conversation and email communication
- Demonstrated analytical ability, strong decision making skills, and conflict resolution
- Attention to detail and process orientation
- Technology acumen to adapt to multitude of technology based systems (Epic, WillPlace, etc.)
- Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
- Time management and organization skills
- Advanced knowledge of computer software packages including MS Word and MS Excel (exposure to Excel formulas and Pivot table creation/manipulation a plus)
- Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current status
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Asset Management Gwm-client Service Specialist Based Resume Examples & Samples
- Researching, following up and resolving client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other employees in a timely and professional manner
- Identifying cross-sell opportunities, and escalating to bankers and product partners in order to close or provide advice to the client
- Verifying and maintaining data quality as it relates to internal and external client hierarchy and account alignment
- Participating in special projects as assigned by Team Manager
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Operations Support & Client Service Specialist Resume Examples & Samples
- Serving as communication liaison between clients and laboratory management staff
- Perform various administrative project management tasks
- Scheduling and organizing client visits and audits
- Directing information for sample log-in within LIMS
- Facilitating responses to client feedback issues
- Knowledge of GMP/GLP
- Associates degree or higher in a science or business curriculum
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Client Service Specialist Resume Examples & Samples
- Checks-in all participants entering the facility. May complete drug screens according to assigned random schedule for each participant check-in
- May perform breath analysis on each participant who enters the facility for any purpose and provides a written or computerized result
- Completes initial intake process with participants to completion, including intake paperwork, input into Company database, and assignment of groups and other services
- Provides general office administration duties, including answering phones. Provides general customer service to all who enter the facility, including participants, customers and the general public
- Assists case managers with case coordination, communication with appropriate official agencies, and preparation and distribution of reports
- Files, prepares charts and performs data entry as assigned
- May collect participant payments, post payments on Company database, and make daily cash deposits
- May be responsible for office opening and closing procedures
- May be responsible to install and/or de-install electronic monitoring equipment on participants, and forward documentation to the appropriate agencies and the Company monitoring center
- May transport participants to the center, community service events, job fairs, employment centers, clinics, etc. using Company vehicle
- May clean electronic home monitoring (EHM) equipment
- May facilitate orientation and psycho-educational/behavior modification groups on a weekly basis. Documents participants’ attendance, participation and progress in Company database
- Performs other duties as assigned
- Good customer service skills
- Effective communication skills with internal and external contacts at all levels
- Good organizational skills and attention to detail
- Solid computer skills and proficiency with MS Word and Excel
- Basic database skills
- Basic math skills
- Bi-lingual (English/Spanish) skills may be required
- Ability to safely operate a motor vehicle if required to transport participants
- Valid State driver’s license and 5-year record of safe and competent driving as demonstrated by state motor vehicle report if required to transport participants
- Minimum of six months experience in Human Services field with direct participant services preferred
- Minimum of six months experience working with minority populations preferred
- Must be 21 years of age with at least five years driving experience if required to transport participants
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Commercial Client Service Specialist Resume Examples & Samples
- High School Diploma or GED required
- Minimum 4 years in an administrative capacity required
- Minimum 2 year basic computer experience required (eg. Microsoft Work, Excel, Outlook, and Powerpoint
- LI-TT1
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Analytics Client Service Specialist Resume Examples & Samples
- Provide necessary on-board trainings to prospect clients regarding Barra model and tools
- Work closely with Sales and Consultant team and prepare sample use case for client pitching
- Visit client and have on-site meetings if required
- Work closely with post-sales support team to ensure the handover smooth
- Provide client feedback to the Marketing, Product Management, Research and Data teams
- Strong quantitative skills in multi-asset class pricing model and market risk model
- Three to five years relevant experience with graduate degree
- Must have excellent verbal and written communication skills in English and Mandarin
- Ability to articulate complicated concepts or methodologies verbally and in writing to senior management and clients
- Ability to work efficiently with diverse cultures on a global team and knowing when to involve appropriate colleagues in projects regardless of functional, geographic, and business lines
- Track record of challenging self and others to anticipate future trends and creatively capitalize on opportunities
- Demonstrated understanding of modern portfolio theory
- Excellent academic tracking record
- Financial engineering in asset modelling, Quants Strategy or asset pricing
- Past experience in client facing capacity is preferred
- CFA/FRM is preferred
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Cib-client Service Specialist Resume Examples & Samples
- Frequent interaction with internal/external clients both via phone/email (Phone = Solution Center WHEM calls; Email = CB inquiries)
- Working with various areas of the bank for client resolution,
- Opening and monitoring cases in Service Portal,
- Following up on requests, and occasional outbound calls to resolve concerns quicker
- Resolve customer issues and queries in a way that reflects and expresses excellent customer service
- Take ownership and provide support and customer service to clients and business areas within JPMorgan
- Liaise with support functions and other business units to ensure the customer receives satisfactory responses in a timely manner
- Ensure all unresolved problems are escalated in accordance to instructions held on Policy & Procedure website
- Ensure all complaints are escalated appropriately, leveraging the sensitive client process
- Ad-hoc initiatives to improve quality create efficiency or improve client experience
- Exposure to and will need to become proficient in various systems including: Outlook, Service Portal, Customer Assist, AIDW, AARC, eServe, Remit One Admin, CCA, and Mainframe
- Adhere to all departmental and Commercial Banking guidelines
- Time management and organizational skills
- Attention to detail
- Proactive in raising potential risk/fraud
- Excellent verbal and written communication
- Flexibility to support adjustments to work load (phone and email)
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Business Analysis / Client Service Specialist Resume Examples & Samples
- Consistently address and respond to all client inquiries professionally and with timely follow-up
- Collaborate with members of Client Service and Product Management to answer day-to-day questions, resolve problems, and work on product enhancements
- Assist Development and Product Management teams as needed in testing data products and database changes
- Work with a variety of applications and internal databases in order to perform simple and sometimes complex database queries and perform adjustments as needed
- Build and maintain relationships with various points of contact ranging from exchanges to internal product groups for the purpose of communicating and resolving related inquiries
- Act as a product content specialist and provide second level customer support when necessary
- Interpret product documentation in order to understand and relay the flow and final delivery of the support information to internal and external clients
- Act as the second line of escalation for all production problems reported by the operations monitoring area
- Capture and maintain detail production statistics and logs for production reporting
- Monitor production on a daily basis
- Ensure production incidents are worked upon to completion. This entails
- Firm understanding of global financial markets
- Previous BA/PM experienced highly preferred, but not necessary
- Experience working with databases and systems used for supporting various products
- Excellent listening skills and the ability to, in turn, relay information clearly and concisely to internal or external clients
- Enjoy and thrive working in a fast paced team oriented environment
- Experience in drafting and reviewing product manuals and use cases
- Proficiency with Microsoft SharePoint and Access
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Cib-client Service Specialist Resume Examples & Samples
- Answering incoming telephone calls into the Transaction Support Team
- Respond to on average 25-40 telephone calls per days relating Treasury Services Cash Management enquiries. Examples of the types of enquiries received are Balance Enquiries, Debit / Credit Enquiries, initiation of investigations enquiries to return , recall or obtain further details
- Respond to enquiries on all JPMorgan Branches including European and New York accounts
- Talk to external Multinational Corporate, Financial and Non Bank Financial Institutions and internal partners
- The successful applicant must be prepared to work under pressure and be focused on achieving the teams objectives which include answering incoming client calls within a defined timeframe (Average Speed of Answer), ensuring that as many calls as possible are answered correctly and fully first time, performing root cause analysis to see how we can reduce the amount incoming calls and work with clients to enable them to self serve whenever possible
- Use a number of different enquiry systems to successfully identify relevant information
- Demonstrated competency in supporting ACH, Clearing, and Disbursements. Lockbox, General and MCCY knowledge is a plus
- Excellent customer service skills
- Ability to work in a fast paced environment and an adaptability to change
- Strong organizational and decision making skills
- Ability to multi task while working under minimal supervision
- Must be PC literate with proficiency in W/MS Windows
- Demonstrate strong customer service experience
- A full working knowledge of FTS, PRPC & TLM would be an advantage
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Associate Client Service Specialist Resume Examples & Samples
- Receives and responds to customer queries in a timely manner based on informational scripts provided
- Enters new client information into client database as needed
- Compiles and/or updates job details in relevant databases
- Follows-up with clients by phone, email or correspondence to keep client fully informed of
- Experience utilizing effective written and verbal communication skills
- Experience utilizing exceptional interpersonal, communication and organizational skills
- Experience working in a fast-paced, team-oriented, high-energy environment
- Experience with multi-tasking and detail oriented
- Experience in building relationships with existing clientele in a non-sales capacity
- Intermediate level skills with MS Office; Word, Excel and Outlook are required
- Intermediate level skills with Internet/Searching tools required
- Excellent typing skills, high degree of accuracy
- Organizational skills, attention to detail and the ability to work in a team environment are also necessary
- 2 years’ experience in customer service strongly preferred
- 2 years real property experience highly preferred (i.e. mortgage banking, commercial/residential)
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Technical Client Service Specialist Resume Examples & Samples
- Stay abreast of technology changes with a specific focus on virtualization and other software that can streamline distribution of data and software to clients. Test-drive and prototype new software distribution approaches. [not sure on the specific focus on virtualization and distribution - just leave this at staying abreast, test driving, identifying new technologies etc…]
- Be able to operate under pressure and troubleshoot issues in a timely manner
- Experience with .NET (VB, C#), C++ and/or Java
- Strong demonstrable skills in either MS-SQL or Oracle (SQL, Database Design, Data Integrity, Data Mining)
- Good scripting and batching languages, to include at least one of Perl, VBA, WSH/vbScript including strong command line batching and administration
- Experience with virtualization software
- Languages
- Excellent problem solving ability
- Demonstrates initiative and is self starting, motivated and committed
- 3 years+ relevant experience
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Wealth Management Client Service Specialist Based Resume Examples & Samples
- Managing daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures (e.g., mutual funds purchases/redemptions, securities free deliveries/receipts, FX, cash wires, account transactions inquiries, etc.)
- Working as a partner with integrated team (Bankers and Investors)
- Researching potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
- Opening and closing accounts, and ensuring necessary documentation is complete
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Associate Client Service Specialist Resume Examples & Samples
- Follows-up with clients by phone, email or correspondence to keep client fully informed of resolution process and status
- Contacts internal departments as necessary to resolve customer-related issues
- Keeps records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
- Refers unresolved customer grievances to designated departments for further investigation
- Performs other duties as requested by Supervisor
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Wealth Management Months Fixed Term Contract Client Service Specialist Based Resume Examples & Samples
- Maintain client confidentiality at all times and develop intimacy with client
- 1-3 years experience in a CSS or similar role
- Business degree education
- Native Spanish speaker and fluent in English
- Quick learner, problem-solving and self-starter
- Thorough and attentive to details
- Great ability to handle responsibilities and ever shifting priorities
- Keen understanding of the financial and banking industries
- Ability to adapt to a rapidly and ever changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
- Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly
- Solid knowledge of PC software and applications (e.g. Lotus Notes, Microsoft Office, internet/intranet, etc.)
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Marketing & Client Service Specialist Resume Examples & Samples
- Bachelor’s degree from an accredited four-year university or college preferred, or equivalent work experience
- 3-5 years of experience in marketing or client service, preferably in the investment management or financial services industry
- Strong attention to detail and problem-solving skills
- Strong oral, written and visual communication skills
- Proficiency in Excel including macros, chart building
- Understanding of analytics and markets/economy
- Proficiency in database use including retrieval, report writing, developing efficiencies
- Proficiency in or ability to acquire desktop publishing skills
- Self-starter that can work both independently and collaboratively with teams
- Ability to prioritize and manage multiple projects independently and simultaneously, meet deadlines and adapt to changing priorities and timelines
- Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook); CRM system software knowledge a plus (MS Dynamics CRM and/or Salesforce); design software knowledge a plus (Adobe InDesign, Illustrator)
