Client Services Representative Resume Samples

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

1

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Operations Clearing Operations Clearing Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

  • Generating collateral statements and sending calls to clients for both standard and non-standard agreements. Timely follow up of all calls made by the business
  • Answering of incoming collateral calls sent by clients comparing them to the business's exposure
  • Agreeing on the amount and type of collateral to be moved
  • Microsoft Office - ability to analyze data effectively using excel with an ability to write and manipulate macros; Powerpoint, Word
  • Business Objects reporting - experience of building reports for management information/analysis an advantage
11

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Asset Servicing Senior Client Services Representative Resume Examples & Samples

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

Client Services Representative Ii Czc Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Assistant Client Services Representative Resume Examples & Samples

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

Client Services Representative Ii D Ea Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

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

  • External Client services experience, or similar experience interacting with senior/demanding internal clients
  • Working knowledge of OTC Derivative products, Futures & Options or similar background
  • Proven experience of effective relationship building with a wide variety of stakeholders, for example; Clients, Credit Execs and Business Partners
  • Must be attentive and responsive to client needs
  • Ability to Work in a methodical and organised manner and to follow procedures
  • Excellent client communication skills and telephone manner and a strong ability to build client relationships
  • Must be highly numerate with good keyboard and core system (Outlook, Excel, Word) skills
  • Ability to work as part of a team and be flexible during busy periods such as month end
  • Ability to prioritise workflow and work to strict deadlines agreed in legal documentation
  • Strong Risk and Control Awareness – with the ability to push back on stakeholders when risk/controls could be compromised
  • Strategic thinker, able to review and implement process improvements
  • Working closely with global team, Operations teams are based in London, Delaware and Mumbai
  • Self motivated and flexible approach to working hours
  • Participate in the implementation of strategic and ongoing STP
  • Knowledge of Collateral Management for OTC Derivatives, Futures & Options and Fixed Income products an advantage
  • Business Objects reporting – experience of building reports for management information/analysis an advantage
22

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Associate Client Services Representative Resume Examples & Samples

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

Association Services Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Icg-senior Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Citifinancial Retail Client Services Representative Reg Resume Examples & Samples

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

Commercial Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Senior Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Wealth Management Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

FIC E-commerce Client Services Representative Resume Examples & Samples

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

Global Trade Senior Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Treasury Management Client Services Representative Resume Examples & Samples

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

Level Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

OTC Clearing & FX Client Services Representative Resume Examples & Samples

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

Client Services Representative, Commodities Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative, Night Team Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Portfolio Specialist Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Listed Derivatives & OTC Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Laboratory Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Emro Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Senior Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

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

Senior Client Services Representative Resume Examples & Samples

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

Client Services Representative Resume Examples & Samples

  • Understand luxury service expectations and the needs of the Moda Operandi customer
  • Effectively manage all service channels to ensure personalized luxury service is always provided
  • Develop relationships with key business partners to understand their role in the customer journey
  • Bachelor’s degree or equivalent experience in customer care in fashion and luxury goods retail
  • Demonstrated appreciation and understanding of the importance of customer care as a function of the business
  • Contribution of ideas within a team to improve the customer experience
  • Excellent work ethic, drive to deliver the best and lead by example
  • Experience as a Sales Assistant or similar within a luxury goods environment such as retail, hospitality or travel
  • Demonstrated ability to trouble shoot as well as take a proactive approach to sales and service
  • Proven track record of building professional relationships, building a rapport with customers and confidently dealing with demanding clientele
  • Articulate with exceptional writing skills, including a high standard of spelling and grammar
  • Outstanding interpersonal skills and ability to build and maintain relationships in all scopes of business
  • Exceptional organizational skills and ability to prioritize in a fast-paced, rapidly changing environment
  • Keen eye for detail and organization
  • Experience with Microsoft Office applications
  • Previous working experience of using a contact management/CRM system desirable
  • Knowledge of data protection issues desirable but not essential
  • Drive to innovate and support a rapidly growing team
  • Engage customers by effectively delivering compelling and innovative copy that attribute to the overall success of the site
  • Comprehensive understanding of the fashion and luxury goods industry, consumer products and personal technology industries, and trends affecting them
90

Associate Client Services Representative Resume Examples & Samples

  • Attains and keeps current with the knowledge and skills required to provide information, service and assistance in response to all inquiries
  • Available as assigned to accept calls in a professional and courteous manner. Determines the nature of the call and takes all possible action, including research, completing forms, or any follow up, to expeditiously ensure the provision of accurate information, service and assistance upon first contact
  • Acquire knowledge of all claims systems applications and member service systems
  • Prepares and forwards appropriate requests to operating areas to accomplish action required as a result of the inquiry
  • Checks INFO/INSINQ inboxes to ensure completion and necessary follow up action. Obtains required information and makes a callback when necessary to complete action on inquiries
  • Meets quality performance standards and works within established time frames
  • Acknowledges each piece of mail and responds to written inquiries either by telephone or letter as required in a professional manner
  • Advises the Supervisor when any of the above accountabilities cannot be performed because of matters beyond the control of the Representatives, such as system, procedural, or administrative errors that indicate a trend
  • Supports the area in the on-going use of TQM principles in a continuous quality improvement process
  • Minimum High School diploma or equivalent; Bachelor’s degree preferred
  • 1-2 years proven work experience with customer contact
  • Exceptional customer service, problem solving and communication skills
  • Demonstrated strong inter-personal skills
  • The ability to research and analyze information from various systems, make responsible decision and demonstrate customer focused professionalism at all times is necessary
91

Client Services Representative Resume Examples & Samples

  • Proposal preparation, presentation preparation and campaign management
  • Consumer demographic, database searches, and analysis
  • Proof submissions, corrections, and approvals
  • Develop and deliver progress reports and required documentation (i.e. forecast, ROI, campaign results, and sales strategy)
  • Liaise between sales department and other departments
  • Provide direct support to Team (in person and via phone). Will function as the go to person when the Account Lead is out of pocket
  • Proactively manage changes in project scope, identify potential crises, and devise contingency plans
  • Help update contacts in Salesforce
  • Supports billing process, credit issues, open orders and nonpayment issues
92

Client Services Representative Resume Examples & Samples

  • Ensures that all Business Cases are addressed in accordance to defined global principles and guidelines within the agreed global SLOs
  • Ensures high level of partner satisfaction and responsiveness to escalations resolutions
  • Takes ownership of partner on-boarding processes and trainings and contributes in global initiatives for enhancing overall partner experiences
  • Maintains good working relationships and communications with multiple internal stakeholders and (external) partners to facilitate all transactional and operational activities
93

Client Services Representative Resume Examples & Samples

  • Assisting Local Account Executives with
  • Local contract order entry
  • Recapping campaigns through pre and post logs and posts
  • Providing duplicate invoices, monitoring adjacencies on a weekly basis
  • Filling dub requests
  • Pulling clips from Volicon
  • Compiling weekly budget reports
  • Setting up new advertisers in the contracting system
  • Compile qualitative and quantitative data through the use of Kantar and Marshall Marketing
  • High School graduate; college degree preferred
  • Strong math aptitude
  • Strong computer skills; i.e., World, Excel, PowerPoint
94

Client Services Representative Resume Examples & Samples

  • Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services
  • Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices
  • Coordinates problem resolution with appropriate departments. Informs customers of standard procedures or resolution of problem
  • Follows up, either verbally or in writing, to ensure customer satisfaction
  • Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies
  • Acts as a liaison between clients and company. Provides feedback to sales, quality assurance and product management
  • May compile information, prepare reports or summaries, and submit for review
  • Recommends changes to existing policies and procedures
  • May provide guidance to less experienced representatives
  • Company policies, procedures, practices, products and services
  • Banking operations, procedures, and policies
  • Mathematical abilities sufficient to process and balance daily business transactions
  • Written and verbal communication skills sufficient to interact effectively with external and internal clients
  • Organize and prioritize workload to meet deadlines
  • Provide courteous, timely service when addressing client issues and transactions
  • Use good judgment in responding to complex client issues
  • Coach staff on client services issues
95

Client Services Representative Resume Examples & Samples

  • Arizona adult education programs and high school equivalency policies and procedures
  • Principles and practices of effective written communication
  • Basic mathematics, data entry, grammar, spelling, and punctuation
  • Business professional writing and formatting techniques
  • Customer service focused and a self starter
  • Organizing and planning
  • Customer and interpersonal relations
  • Microsoft Office Suite (Word, Excel, Access, Outlook, and PowerPoint) applications and peripherals
  • Organize, schedule, and utilize time well
  • Work independently and as part of an effective team
  • Prioritize and manage multiple assignments
  • Flexibility and able to adapt to changing priorities
  • Consistently follow documented and measured procedures
96

Trading & Client Services Representative Resume Examples & Samples

  • Provide excellent customer service in a professional manner
  • Understand, comply, maintain and reinforce regulatory and firm policies and procedures/guidelines
  • Proven expertise in Microsoft Desktop Operations systems (Windows 7, WindowsXP, Apple Mac OS X)
97

Senior Client Services Representative Resume Examples & Samples

  • Independent, logical thinker with proven ability to perform detailed analysis and make recommendations
  • Ability to mediate with internal partners for resolution of complex issues
  • Ability to exercise sound judgment in assessing risk of failures and escalate issues to management
  • Ability to be resourceful but know when to engage others for support, escalate for help or ask clarifying questions
  • Above average communication skills - Strong interpersonal, verbal and writeen communication skills, excellent listening skills, and organizational skills
  • Above average troubleshooting skills, with ability to research and articulate complex process breakdown issues with trends
  • Ability to handle high productivity standards, at exceptional quality. Requires ability to work at a rapid pace while maintaining accuracy
  • Proficient understanding of Hosptial Revenue Cycle Services
  • Proficient data entry and typing skills
  • Must be a team player – Always willing to help in whatever way possible and go the extra mile to get the job done
  • Bachelor’s Degree, preferably in Business or Health Care, or equivalent experience preferred
  • Extensive or minimum 3 year experience as a client relations specialist/representative or similar position preferrebly in the healthcare industry
  • Ability to sit at a computer terminal for extended periods of time
  • Ability to work extended hours when required
  • Call Center environment with headset and multiple work stations within close proximity
98

Client Services Representative Resume Examples & Samples

  • Serve as primary point-of contact to all clients and prospects for all operational issues in the Technology and Life Sciences group
  • Work with Relationship Managers, as necessary, to remain consistency through the Loan process
  • Monitor all monthly documentation deficiencies for assigned lenders and work to clear deficiencies as quickly as possible
  • Responsible for ensuring compliance with all laws, regulations, policies, procedures and audit requirements related to deposits, AML, RegB, wire transfers, daily and daylight overdrafts, and ACH exceptions; may include wire transfers
  • Assume primary responsibility and act as point person for unit audit requirements, preparations, and follow-up and provide compliance updates and track or ensure the tracking of compliance training for all staff in loan group
  • Responsible for all deposit accounts or overseeing deposit accounts, including working with Comerica Banking Centers to open up new accounts, ensuring new account packages are completed correctly and assisting client with all account matters
  • Responsible for maintaining the office vacation calendar, providing back-up coverage to co-workers, training and cross-training team members as appropriate to ensure adequate depth of skill sets
99

Client Services Representative Resume Examples & Samples

  • Use provided information to create scope of work sections for inclusion in Letters of Payment Authorization (LOPAs)
  • Assist in coordination of proposals/business plans for the Global Sales and Strategic Account teams
  • Create and maintain department files
  • Assist with the preparation of marketing and client services presentations
  • Experience: 1-2 years customer service or related experience
100

Client Services Representative Resume Examples & Samples

  • Documenting the patient’s account with pertinent data relating to the reason for the telephone call
  • Researching hospital patient complaints relating to billing and charges
  • Place accounts on hold while researching and reviewing patient complaints. Follow-up on accounts placed on hold in the Client Services Research FSC
  • Provide feedback to the patients post complaint review
  • Handling the National Patient Service Center warm transfers for all business
  • Corresponding with collection agencies in order to coordinate the resolution of billing and reimbursement
  • Processing work files received from the NPSC in an expected timeframe, taking the appropriate action in IDX as required by TeamHealth Guidelines
  • Reviewing and processing incoming correspondence (fax and mail) from patients, insurance carriers, and attorneys, taking appropriate action as indicated
  • Handling and negotiating with patients who have payment responsibilities. This may include using judgment on the set up of budget plans or the exercise of protocol to offer discounts for payment of the bill
  • Providing feedback to Management on issues identified as a result of working patient accounts
  • The Client Services Representative shall speak articulately, politely, and be able to interact with patients, medical directors, and hospital administration to provide customer service and resolve accounts
  • The Client Services Representative shall have a complete understanding of the Billing System and the Medical Insurance industry and be capable to interpret billing on IDX, correct errors, adjust accounts and resolve insurance matters
  • The Client Services Representative will serve as a backup to Senior Patient Service Rep in reviewing and processing information received via the TeamHealth website, making appropriate updates to the patient’s account in IDX
  • The Client Services Representative shall comply with mandatory requirements at the direction of the Manager
  • Complete tasks accurately, maintaining quality standards
  • The Client Services Representative shall be productive and maintain service levels as defined by management
  • The Client Services Representative shall adhere to HIPAA Privacy Rules
  • Ability to provide excellent patient and customer service by speaking articulately and understanding physician billing
  • Ability to use PC, Internet, and IDX PCS Applications
  • Ability to perform duties independently with general supervision
  • Ability to follow through on account resolution
  • Ability to understand advanced insurance matters, billing, TeamHealth billing policies and procedures, as well as CPT, and ICD-9 codes
  • Typing and PC skills
  • Medical terminology a plus
  • Customer Service experience in a fast paced setting required
  • ACD Experience preferred
  • Preferred bi-lingual, Spanish
  • Experience with computerized medical billing
  • Experience working with patients
101

Client Services Representative Resume Examples & Samples

  • Generate SOWs that clearly and concisely define both the needs of the Client and the deliverables of CRL
  • Act as a central conduit for SOW generation, review, and approval communications between Clients and CRL staff
  • Apply knowledge gained through frequent communication with Clients and partner with CRL operations to assist with prioritizing ongoing workload in order to manage and meet competing project deadlines
  • Ensure that each SOW is issued as an error-free document; including pricing, execution schedules, technical details, deliverables, and contractual terms
  • Maintain knowledge of site-specific technologies and systems, and in relation to industry practice and expectations of analytical testing programs for the clinical development of protein biopharmaceutical products
  • Assist with Accounts Receivable with invoicing/billing questions in regards to SOWs
  • Create and maintain electronic SOW l files
  • Education: Bachelor’s Degree (B.A./B.S.) or equivalent in biochemistry, biology or other life science required
  • Experience: Four (4) years laboratory experience analysis of proteins or peptide products
  • Experience in CRO/CMO industry and familiarity with GMP manufacturing or operations preferred
  • Certification/Licensure: None
  • Other:Strong communication, influential and interpersonal skills. Organizational skills and attention to detail required. Proficient in word processing, spreadsheet, and database software. Self-motivated and confident in regards to initiating contact with Client’s to obtain programmatic and technical requirements of the program, as well as the required structural and technical details of their test samples
102

Client Services Representative Resume Examples & Samples

  • Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy
  • Bachelor’s or advanced degree is required
  • Experience in financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse) preferred but not required
  • Registrations: FINRA Series 7, 63 or ability to obtain licenses
  • Multi-language skills a plus
103

Client Services Representative Resume Examples & Samples

  • Experience: 1-2 years financial industry experience with trading or brokerage services preferred but consider recent college graduate
  • Education: Bachelor's degree in Finance, Economics, Business Administration or other related field
  • Certification/Registrations: Canadian Securities course and Conduct and Practices Handbook required within 6 months of the start date
  • Computer: Strong PC technologies proficiency preferred; Microsoft Word & Excel
  • Language skills: Fluent English and Chinese(mandarin) required
  • Strong quantitative/analytical skills
  • Excellent oral/written communication skills required
  • IB offers a competitive remuneration package including
104

Client Services Representative Resume Examples & Samples

  • Problem management with focus on wide scale service issues. Core competencies include, but are not limited to: trade and margin analysis, a wide range of products (cash market and derivatives) and global exchanges, order types, and transmission and execution inquiries
  • The candidate must possess general market knowledge in futures, options, and the equities markets. Previous customer service experience in a financial services or banking operations environment required
  • Investigate customer inquiries regarding trade-related issues (e.g., executions, position liquidations, order trigger conditions, trade cancellation requests, product availability & attributes, order types and routing logic etc.)
  • Assistance with trading platform operation and features; analyze and test existing systems and procedures in order to recommend and assist in the implementation enhancements
  • Respond to inquiries, concerns and complaints from existing and prospective customers via telephone, e-mail, and on-line chat to achieve a solution that is mutually satisfactory while complying with policies, practices and procedures
  • Must demonstrate excellent troubleshooting and problem resolution skills required to bring problems quickly to a resolution
  • Order status, settlement, exercise & assignment, expiration processing, and corporate actions
  • Experience: 2 years financial industry experience with trading or brokerage services preferred but consider recent college graduate
  • Certification/Registrations: FINRA Series 7, 63 - If not registered Interactive Brokers will sponsor FINRA SERIES if employee is willing to obtain
  • Language skills: Fluent English and Chinese(mandarin)required
105

Trust Client Services Representative Senior Resume Examples & Samples

  • Provides daily administration and maintenance of assigned accounts including accurate account transactions and processing
  • Has sole responsibility or may share responsibility for client’s service delivery ensuring clients’ needs are met and within expectations
  • Monitors account cash balances, overdrafts and aged receivable status
  • Sets up accounts following departmental and company policies and guidelines
  • Maintains high fiduciary standards to prevent losses due to administrative errors
  • Contributes to review and assessment of policies and procedures
  • Assists in reviewing and assessing policies and procedures to meet regulatory compliance and customer needs
  • Maintains satisfactory audit rating on assigned account relationships
  • Develops and trains junior staff in understanding work priorities, complex accounting issues, and reporting and documentation matters as well as assisting with development and performance plans
106

Client Services Representative Resume Examples & Samples

  • Recruiting health insurance brokers to sell insurance health benefits to the group
  • Generate leads and contact potential clients
  • Contact existing clients to explore new business opportunities
  • Maintain client database
  • Weekly and monthly reporting
107

Client Services Representative Resume Examples & Samples

  • Handle in-store and telephone inquiries in a prompt, professional and courteous manner while working to ensure first call resolution with every inquiry
  • Input and/or update data and file information efficiently and accurately
  • Ensure all inquiries resolved in accordance with department and HBC policies, procedures and standards
  • Assist in the achievement of department and company results by always being conscious of priorities and the needs of the department
  • Maintain an acceptable attendance and punctuality record including adherence to schedule
  • Liaise with internal departments
  • Superior verbal communication and interpersonal skills with the ability to diffuse an emotional situation
  • Ability to respond to customers, co-workers, and Management in a professional and courteous manner
  • Excellent organization skills, follow-up, ability to multi task and willingness to learn
  • Strong computer skills and experience using Microsoft Office and the internet
  • Strong commitment to delivering exceptional Customer Service
  • Strong math skills (i.e. percentage calculations)
108

Client Services Representative Resume Examples & Samples

  • You might have worked in an administrative or customer service based role within a bank previously. This will mean you will probably have an understanding of how we operate
  • Be a multi-tasker, this role involves processing lots of customer information to a deadline. Time management will be key to ensuring your customers are surprised and delighted by our service
  • Have a "can do" attitude, you will find this role can be quite busy and you will want to take on the challenge!
109

Client Services Representative Resume Examples & Samples

  • Contact patients via the phone to check-in on their therapy status, collect adherence information, and order therapy supplies
  • Handle inbound customer orders for medical supplies
  • Assist patients with any issues, and escalating appropriately when issue needs to be addressed by the local provider
  • Follow up with a sense of urgency on client and patient emails and system generated alerts
  • Create and maintain reports in Excel and report daily/weekly on individual activity
  • Maintain client account records, track deadlines, and manage tasks in web based tools
  • Foster strong customer relationships
  • Multi-task, prioritize and organize all calls and emails sent to you and assigned to you
  • Document all technical inquiries and customer-reported problems in the ticketing system, including the nature of the support inquiry and the resolution recommended; provide monthly metrics to management team
  • Adhere to company policies and procedures regarding customer service, and problem escalation
  • Adherence to a pre-defined schedule (Workforce Management)
110

Client Services Representative Resume Examples & Samples

  • Handling inbound inquiries from customers, traders, and prospects
  • Managing data fulfillment via Excel and other similar applications
  • Provide customer training sessions via GoToMeeting
  • Make outbound phone calls to our VIP customers and traders
  • Convincingly communicate product value proposition to all levels of an organization
  • Using a reporting system to provide insight on support activities to management
  • Collaborating with sales to help ensure A+ customer satisfaction
  • Ensuring that the CRM is up-to-date with all prospect and customer information
  • Troubleshooting and documenting product issues for future product releases
111

Client Services Representative Resume Examples & Samples

  • Administrative concepts and applications
  • Data entry and records maintenance
  • Research and evaluation
112

Client Services Representative Resume Examples & Samples

  •  Communicate daily and meet face-to-face with high-ranking members of the banking industry
  •  Create modeling solutions for our clients using advanced financial risk management and technical knowledge
  •  Support existing implementations of Ambit’s risk and performance solutions and assist with business and technical questions regarding the use of our platform
  •  Collaborate with the product management, development and quality assurance teams to anticipate future industry needs
  •  Troubleshoot software errors and malfunctions to determine underlying causes and provide suitable solutions to clients
  •  Perform periodic quantitative software testing in preparation of upcoming releases
113

Client Services Representative Key Account Services Resume Examples & Samples

  • Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues
  • Contribute to the development of client service systems, policies and procedures
  • Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy. Client inquiries typically encompass a broad array of themes including
  • Bachelor’s or advanced degree
  • Minimum 3 years experience in financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse)
  • Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email or online chat
  • In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed income
  • Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies
  • Computer: proficiency with Windows operating system and various MS applications (Word/Excel)
114

Client Services Representative Resume Examples & Samples

  • Resolve routine customer requests with products or services via inbound, outbound calls, or the Internet
  • Speak with customers in a courteous, friendly, and professional manner using protocol procedures
  • Inquire, clarify, and confirm customer requirements and understanding of the solution. Provide additional customer education as needed
  • Qualify and establish inbound new customers requesting Sequenom Laboratories’ products and services
  • Participate in activities designed to improve customer satisfaction and business performance
  • Support field operations in maintaining support services for improved patient access to the Sequenom Laboratories’ portfolio of tests
  • Perform administrative support for medical record management, CRM data maintenance, and internal records to assure HIPAA compliance
115

Client Services Representative Resume Examples & Samples

  • Assists clients with account status and account set up with consideration for contracting issues, state reimbursement, logistics and other parameters for establishing new accounts
  • Research, troubleshoot and resolve account problems and inquiries
  • Incoming/Outgoing calls: Result inquiry, specimen requirements, shipping instructions, supply orders, literature request, general technical question on assay, sample pick up, delayed results
  • Troubleshoot issues concerning patient samples or client accounts: turnaround time (TAT) issues, questionable results, specimen identification, clinical information, QNS, test request form issues, billing inquiries, etc
  • Point of Contact for Sales and Medical Affairs
  • Act as liaison between Medical Directors, Medical Affairs and Clients regarding result or treatment questions
  • Provide Sales/Marketing support and assistance with special requests
  • Monitor TAT for patients and clients
  • Monitor Problem Log daily. Resolve issues with clients in specified time per SOP & obtain written authorization & signatures. Document all required calls in client services database
  • Handle online reporting (vLink) and equipment contracts
  • Notifies clients regarding problem specimens
  • Mail/Fax patient reports and other administrative tasks as needed
116

Client Services Representative Resume Examples & Samples

  • To assist CSD on the following three areas
  • Degree in Finance or Business is preferable but not mandatory
  • Fresh Graduates may also be considered
117

Client Services Representative Resume Examples & Samples

  • Resolve support calls and email requests to meet or exceed service level objectives
  • Troubleshoot hardware, software, network, and printing issues
  • Maintain and troubleshoot Windows 7/XP and Mac OS Environments
  • Install and configure new hire hardware and software
  • Support Blackberry and iDevices
  • Document all incidents and service requests into call tracking system
  • Communicate resolution to end users
  • Assist remote users
  • Provide after-hours support
  • Conduct new hire setup
  • Bachelor’s degree or technical college preferred
  • 2-5 years of experience at corporate helpdesk
  • Retail industry experience a plus
  • Experience with software including, but not limited to Windows 7 and XP, Mac OS, Microsoft Office 2010, Microsoft Outlook 2010, Active Directory Administration, and Cisco VPN
  • Technical knowledge of hardware including, but not limited to desktops, laptops, peripherals, printers, copiers, IP Phones, iPads, Blackberries, and iPhones
  • Proficient in PC and Mac
  • Familiarity with Sharepoint a plus
  • Familiarity with conference room AV technology a plus
  • Exceptional interpersonal, customer service, and verbal and written communications skills
118

Client Services Representative Resume Examples & Samples

  • To manage a pool of clients across multiple Post-Trade Derivatives & Securities (PTDS) systems and to have in-depth understanding of the client deployments
  • To manage expectations of all internal and external stakeholders by communicating through meetings, verbal, written and email forms
  • To assist in the production of weekly, monthly and ad-hoc status reports to clients and managers that will clearly and proactively keep all parties updated
  • Client Account Management- act as the person on the ground to visit allocated clients within the region
  • Ensure regular meetings are held with the Client Services Level 2 team and Regional support managers to discuss client status and open issues
  • Schedule regular client meetings to discuss the Open Issues list and perform annual presentation of the product roadmap and release notes relating to scheduled system upgrades
  • Work with Senior Client Service Representatives to provide relevant metrics for client issues and enhancements, ensuring that monthly KPIs on service levels for Regional PTDS clients are created and updated accurately and in a timely fashion
  • Co-ordinate meetings where required between the customers and the relevant internal stakeholders to facilitate the resolution of issues in the most efficient way
  • Work with Senior Client Services Representatives to manage the prioritisation of client issues and escalation as needed to solve problems encountered, and to maintain a good customer relationship
  • Ensure that the support is performed in accordance with the customer contract/SLA
  • Assist in scoping/estimating new requirements for existing or prospective PTDS customers
  • At least 2 years’ experience in Support and/or client relationship management
  • Knowledge of Derivatives Markets and Products and Customer business processes and needs
  • Highly organised with good time management
  • Risk analysis
  • Quality follow up process and customer relationship management
  • Use of customer database (Support Force/Lotus Notes)
  • Running meetings
  • Analysis and preparation of performance monitoring indicators
  • Ability to work independently whilst being part of a growing global team
  • Fluent English and Cantonese
119

Client Services Representative Resume Examples & Samples

  • Provide support via phone and email; must be able to handle high call volume and fast-paced work environment
  • Place equity, option, and mutual fund trades for financial advisors (“FAs”) and their clients
  • Act as liaison between FAs and numerous departments within the company to handle requests and to resolve problems
  • Receive, track, and resolve all customer service requests from FAs and retail investors (clients)
  • Problem solving; processing information by fax, email, mail, phone and HEAT ticket-tracking system
  • Perform user acceptance testing with I.T. on technology initiatives
  • Bachelor’s degree, preferably business-related, or equivalent of two plus years financial service industry experience
  • Series 7 and 63/66 license required
  • Ability to comprehend functions and procedures and disseminate that information in a clear and precise manner to others
  • Ability to work in a fast-paced, high call volume environment while maintaining accurate, complete, and high quality work in a timely manner
  • Ability to effectively handle difficult customer service situations
  • Ability to prepare and maintain confidential records and reports
  • Self-motivated team player and individual contributor
  • Excellent relationship building and communication skills, both oral and written
  • Strong PC skills including knowledge of MS Office Products and Internet preferred
120

Client Services Representative Resume Examples & Samples

  • Act as first- and main point of contact for all customers, clients and guests throughout their ‘lifecycle’ within the training center
  • Is pivot between clients/guests and the various back office functions to ensure customer services delivery expectations are being met and/or exceeded consistently
  • Manages local customer requests on scheduling, schedule changes, remedial training, etc effectively and in support of the back office customer planning team
  • Takes ownership of any facility-, training-, administration- calamities that may reasonably influence the individual customer’s experience, acts as interface to the customer to ensure such are mitigated at all times and suggests initiatives to continuously improve our client services processes to the Customer Services Group Leader
  • Hotel, concierge, travel, customer service experience
  • Must be able to work in culturally diverse group
  • Must be willing to take initiative and be proactive as it relates to handling customer service issues
  • Demonstrate ability to be adaptable with the capacity to embrace change
  • Intermediate experience in Microsoft office products including Word, Excel and PowerPoint with emphasis on MS Outlook
  • Self starter – highly organized
121

Senior Client Services Representative Resume Examples & Samples

  • To manage a pool of clients across multiple PTDS systems and to have in-depth understanding of the client deployments
  • To establish and maintain strong client relationships through regular close contact account management which will include regular face to face meetings, telephone and email communication
  • To produce weekly, monthly and ad-hoc status reports to clients and managers that will clearly and proactively keep all parties updated
  • To act as a point of escalation for production issues relating to allocated clients
  • Client Account Management- act as the person on the ground to visit allocated clients within the region. Ensure regular meetings are held with the Client Services Level 2 team and Regional support managers to discuss client status and open issues
  • Schedule regular client meetings to discuss the Open Issues list and also perform annual presentation of the product roadmap
  • Provide relevant metrics for client issues and enhancements, ensuring that monthly KPIs on service levels for Regional PTDS clients are created and updated accurately and in a timely fashion
  • Manage the prioritisation of client issues and escalation as needed to solve problems encountered and to maintain a good customer relationship
  • Contribute to the ongoing FIS business development via an added value understanding of the customer request in view of the market and industry developments
  • Identify and work to introduce process change to assist with ongoing improvements to Client Service levels
  • Act as a point of escalation for Client Services Representatives, ensuring any risks and critical issues are reported to Regional Head of Client Services
  • Development Value (areas of mobility)
  • Product / Project Manager
  • Business Analyst
  • Regional Head of Client Services PTDS
  • Managed Account Representative
  • Knowledge/Experience
  • At least 5 years’ experience in Support and/or client relationship management
  • Strong knowledge of Derivatives Markets and Products and Customer business processes and needs
  • Appreciated
  • Experience in one or more PTDS Product (CV, SGW, GMI, UBIX, RIMS)
  • Experience working with Databases (Oracle, Sybase, sqlserver, DB2)
  • Incident report writing
  • Ability to build good relationships with clients
  • Strong interpersonal/communication skills
  • Candidate must be able to take the initiative for learning by researching and reading independently
  • Functional analysis
  • Prior experience in support or customer relationship management (5 years minimum)
  • Competence (know-how)
  • Customer relations
  • Ability to think logically under pressure
  • Discernment
  • Team work and Collaboration
  • Conflict management
  • Willingness to change the status quo
  • Functional Architecture
122

Client Services Representative Resume Examples & Samples

  • Provide prompt, courteous service to all external and internal customers and maintain customer service levels according to Roche standards
  • Manage incoming customer calls and monitor call tree analytics to ensure optimal performance
  • Process orders into ERP system in a timely manner meeting internal deadlines
  • Coordinate with the various teams across the organization as it relates to order processing, collections, revenue recognition and billing support
  • Work with sales and finance teams to ensure adherence to business rules associated with customer order entry and invoice generation
  • Record and investigate as needed customer feedback and complaints. Communicate regularly with management, advising of any critical issues or opportunities
  • Provide timely and thorough communication to all of our valued clients and customers
  • Manage client requests for supplier setup including completion of all supplier setup forms and managing supplier accounts where applicable
  • Apply critical thinking and problem-solving skills to customer problems
123

Client Services Representative Resume Examples & Samples

  • Providing our internal and external customers with a positive service experience
  • College degree, OR 1+ year of Customer Service experience analyzing and solving customer problems
  • Excellent technical skills
  • Exercise sound judgment
  • Exceptional verbal and written communication skills with strong attention to detail
  • Interest in learning about financial services (no prior industry experience is necessary)
  • Desire to provide superior customer service
  • Ability to adapt and apply considerable amounts of information, as regulations change frequently
  • Flexibility to work additional hours as needed, as business volumes are highly cyclical
124

Client Services Representative Resume Examples & Samples

  • Minimum of 7-10 years of experience in a similar role within the financial services industry
  • Superior communication skills, both written and verbal
  • Solid foundation in investment finance concepts and ability to acquire thorough knowledge of the legal, accounting, compliance and operational aspects of the investment products offered by Oaktree
  • Highly resourceful; ability to exercise superior judgment regarding client requests: to interpret them, ask appropriate questions, do homework, and only expend internal resources of the firm for the most relevant, needed situations
125

Senior Client Services Representative Resume Examples & Samples

  • Proactive Client Focus
  • Personal Organisation
  • Work Quality/Attention to Detail
  • Initiative/Sense of Urgency
  • Proven knowledge of Global Custody business (markets and products)
  • Knowledge of Depot Bank / Fund Management business preferred
  • Fluency in German and English required, other languages preferred
  • Proven Custody / Depot Bank / Fund Management experience, preferably performing a client-facing role (minimum 3 years preferred)
  • Apprenticeship and formal education as “Bankkaufmann” or university/college degree equivalent
126

Client Services Representative Resume Examples & Samples

  • A High School Degree or GED
  • A valid and active driver's license
  • A clean driving record
  • Superior communication skills and follow-through
  • Professional dress and appearance
  • Extremely detail-oriented and solutions-focused mindset
  • Positive, friendly demeanor
127

Client Services Representative Resume Examples & Samples

  • Engaging with clients verbally and in writing to answer questions or solve problems they are having with our platform
  • Logging client issues in our tracking system
  • Solving client issues when you can; otherwise escalating issues accordingly
  • Learning the basics of our complete game platform
  • Contributing to the success of our clients by helping them get the most out of our platform
  • Work local, national and international marketing events
  • Build relationships to provide repeat business and excellent customer service
  • Recognize future sales opportunities
  • Act proactively to create opportunities for new business with existing customers
  • Manage multiple relationships well
  • Build rapport with customers and prospects
  • Miscellaneous duties as assigned by Executive Team
  • 1-3 years of proven success is customer service for a professional organization
  • Have a friendly and professional telephone manner
  • Excellent leadership and motivational skills
  • Display an outstanding ability to listen well
  • Advanced skills in Powerpoint, Word, Outlook and Excel
  • Proficient in functions of social media platforms such as Twitter, Facebook and LinkedIn
  • Work well in a team environment
  • Effectively express ideas verbally and in writing
  • Independently take action beyond what is called for
  • Passion for helping customers get what they need
  • Quick learner with technical acumen
  • Workforce training/learning knowledge and/or experience
  • SaaS knowledge and/or experience
  • Other software experience
128

Client Services Representative Resume Examples & Samples

  • Responsible for taking client calls and satisfy client requests
  • Contact clients to resolve issues
  • Accept and monitor rush samples
  • Monitor TAT and inform technicians of approaching due dates
  • Create new clients in LIMS and un-expire agreements
  • Manage sublet reports and issuance to client
  • Create and distribute notification of amended report document and make appropriate notes in LIMS
  • Maintain good housekeeping at all times to ensure a clean and safe work environment
  • Train new staff in test methods
  • Follow the Quality System as documented in the Quality Manual
  • General duties as directed by the team leader or lab manager
129

Client Services Representative Resume Examples & Samples

  • Supervise daily projects for AMC, IFC, Sundance, Sundance Global, WEtv, BBC America and Fuse
  • Liaison between department technicians, network clients, and outside vendors
  • Catalogue all work into company billing database ensuring accuracy for Monthly Chargebacks
  • Delegate work orders to technicians
  • Disc copies, tape to DVD, BluRay and DVD authoring
  • Tape clones, Conversions
  • Encodes and transcodes (Avid DnX/Apple Pro Res/H.264/MP4/MPEG/and more)
  • Civolution/watermarks
  • Interplay ingests, pDAM ingests, tape ingests, media transfers
  • Closed captioning file creation and conversion
  • Off-air records
  • Quality Control
  • Manage closed captioning creation for on-air promos, digital videos, and other assets
  • Deliver files to outside vendor
  • Prioritize vendor’s AMC Networks workload
  • Coordinate delivery from vendor and manage client’s expectations
  • QC vendor’s files in CaptionMaker, reporting back any discrepancies to vendor for revised file delivery
  • Download and transfer/deliver completed files to clients
  • Convert to additional CC file types as requested
  • In-house script creation
  • International Distribution
  • Schedule all orders that go to media management to ensure work is distributed evenly and in accordance to requested due dates and deadlines
  • Create all daily file transcodes and delivery
  • Onboard, test, and troubleshoot any new processes, workflows
  • Create monthly VOD packaging for Int’l clients (VTR, SKY Brazil, and Direct TV Latin America) by creating subtitled files, poster images, and all xml including all data for each scheduled title. This includes delivery of each packaged file
  • Keep watch on the daily request list to process any new requests and update any completions for each day
  • Maintain constant contact and open communication with AMC Global group to ensure work remains on track for schedules and that delivery expectations are met
  • Create clear and concise instructions conveying all needed information relevant for any work that needs to be done, including all source material locations, encoding specifications, delivery information and additional details that will be needed to complete all work
  • Enter all billing information with proper charges and chargeback codes for every order processed
  • Shuffle priorities based on technician, equipment, and schedule availability
  • Assist Scheduling Supervisor (as needed)
  • Create and distribute weekly edit room schedule
  • Book producers in edit/mix rooms with Creative Services and enter into ScheduALL
  • Schedule pdam ingests
  • Hand-off vantage deliveries to technicians for QC prep
  • Schedule QC requests and manage QC operator workloads
  • Schedule off-air records and layoffs
  • Schedule Discovery deliveries
  • Upload completed QC reports to the CMS
  • Enter RAIN IDs into the CMS database
  • Update clients with QC results
  • Assist Tape Librarian (as needed)
  • Assist with library needs
  • Pull and check-out tapes to clients
  • Reshelf returned tapes
  • Barcode new tapes and enter into library database
  • Archive media into MAM PAM systems
  • Archive assets into pDAM or Interplay as requested
  • Fulfill Network DVD duplication, basic stock, tape/DVD label, and FedEx/messenger requests
  • Create user accounts for new clients in the Media Management FileMaker database and provide setup/submission guidance
  • Complete file transfers and close out orders from the night technician
  • Replenish stock, dept. supplies as needed
  • Facilitate the daily messenger run to B&T
130

Client Services Representative Resume Examples & Samples

  • Prepare relevant regulatory reportings for the region
  • 3+ years experience on Clearing Services and Exchange Traded Derivatives
  • Exposure to the Commodity market is an advantage
  • Fluent in written and spoken English, other Asian languages strongly preferred
131

Client Services Representative Resume Examples & Samples

  • Servicing ETD and OTC Clearing EMEA Clients
  • Support Business and internal groups
  • Business Administration
  • Look after top tier Clients (Platinum, Gold and Silver) and ensure that the best service is delivered according to Citi Golden Rules
  • Coordinate and communicate with internal and external stakeholders
  • Ensure procedures and policies are followed-up and regularly reviewed
  • Work with Operation Control to ensure the right controls are in place or GAPS identified
  • Know the EMEA clients and how they operate
  • Develop and maintain client relationships
  • Responsible for the day to day and escalating any issues to the Management and Business
  • Enhance STP and be pro-active to improve the flow (internal and external for clients)
  • Support queries from other areas: control, finance, risk, credit
  • Cross training with Clients and internal groups
  • Client Visits
  • Develop a detailed understanding of the business at Citi, its products and processes and how it operates within a large organisation
  • Build a strong relationship with your clients and the Business
  • Raise your profile with the desk, Management and various team globally
  • Build effective prioritisation skills as the job entails dealing with multiple conflicting priorities in a time pressure environment
  • Extremely focus and dedicated to deliver a first class service to their clients
  • Ability to prioritise effectively and escalate when necessary
  • Ability to use their initiative
  • Good MS Office skills including Microsoft Office (Excel, PowerPoint, Sharepoint). Significant GMI knowledge required
132

Client Services Representative Resume Examples & Samples

  • Knowledge of Futures and OTC Derivatives is necessary
  • Understanding of the Listed Derivatives model and its exchange related requirements
  • Strong operational background with emphasis on risk management and process improvement
  • Ability to balance project deliverables with daily processes
  • Strong interpersonal and relationship management skills
  • Organisation skill and working within strict deadlines
  • Experience in physical deliveries (energy, metal and agriculture)
133

Client Services Representative Resume Examples & Samples

  • Handles incoming customer service requests as assigned. Customer service support may include the following, providing
  • Copies of contracts
  • Interest paid statements
  • Payoffs, extensions, amortization schedules
  • Account balances and payment inquiries
  • Paid in full acknowledgements
  • ACT activation or cancellation requests
  • Support payoffs when sourced from other departments
  • Knows, understands, and acts in accordance with the pertinent service level agreements including prioritization of customer calls and follow-ups on accounts
  • Prepares direct checks for signature and maintains direct check forms in secure location. Manages electronic payment transmissions through Customer Console. Responsible for capturing authorization over recorded line
  • Thoroughly documents all contact and customer service on each account in a clear, coherent and concise manner, and maintains pertinent contact information for future reference
  • Engages in problem identification and provides timely escalation of potential problem accounts to the AVP – customer care and loan servicing when trigger points are identified. Provides account status information for reporting or as otherwise requested
  • Works with the accounting and loan servicing departments as needed related to cash application and misapplication of funds, cash adjustments, refunds, payoffs, extensions or other issues to properly maintain the status of the customer’s account
  • Supports loan servicing team with post- closing QC and final loan entry elements
  • Responsible for front desk phone coverage when receptionist is absent or away from desk; this includes appropriate triage and forwarding of call to the appropriate party
  • Follows up on insurance cancellations as assigned. May contact insurance companies and/or customers to determine status of policy. Escalates insurance issues on problematic, delinquent, and carnival accounts to appropriate assigned collector
  • Actively prepares for outgoing calls to customers via thorough pre-call planning, including reading through files and system notations, reviewing terms and conditions in contracts, discussing approach and/or potential impact with internal and/or external interested parties and team members, as appropriate
  • Understands the relevant terms and conditions of the company’s commercial loan documents pertaining to collection and enforcement, and maintains an understanding of secured party rights under UCC Article 9. Complies with these and all other legal regulations and all Company credit policies
  • Responsible for gathering information for and logging in customer service refinance requests; assists with release of guarantor requests and release of title requests
  • Manages customer change of address requests
  • Other duties and special projects as assigned
  • 1 year of experience listening to, receiving and responding to customer requests, answering customer questions, providing requested information to customers, and/or working with customers to resolve issues/problems preferred
  • Good interpersonal, organization, prioritization, time management, verbal and written communication, collaboration, persuasion, and negotiation skills
  • Proven ability to learn quickly, adopt new approaches, procedures and techniques, and apply new information accurately, appropriately, skillfully, and rapidly
  • History of thoroughly attending to detail, exhibiting sound judgment, acting with integrity, maintaining customer loyalty, and performing with high quality
  • Ability to analyze and resolve problems, to build effective professional relationships, and consistently follow through on commitments
  • Ability to respond to Customer Service requests in a timely and professional manner
  • Understanding of loan amortization, default calculations, the time value of money, underwriting principles and procedures, financial statements, credit bureaus, and other relevant financial documents preferred
  • Willingness to learn relationship – based/solution-oriented collections
  • Proficient in Microsoft Office programs such as Word, Excel and Access
134

Spherion Client Services Representative Resume Examples & Samples

  • Source, Screen and Interview candidates
  • Compete background checks and references for potential employers
  • Manage all On-boarding activities to ensure compliance
  • Manage all open job content across various social media and posting platforms
  • Harnessing Facebook, Instagram, Twitter and other online portals to connect with potential candidates
  • Serve as employee advocate offering coaching when needed to drive towards success
135

Client Services Representative Resume Examples & Samples

  • Support daily operations within the client servicing team
  • Focal point of contact for any client enquiries or issues
  • Consult with our clients on the best and most efficient way to achieve quality results
  • Explain the collection process as well as the methodologies behind our calculations
  • Providing creative solutions to meet our clients’ needs
  • Provide assistance to our clients in building financial models
  • Support ad hoc assignments & tasks
  • Bachelor degree holder in business, economics or related studies
  • 2 - 3 years of relevant work experience in client servicing within the financial industry
  • Proficient in Microsoft Excel, Word and other applications
  • Desire and flexibility to learn and grow in an fast paced environment
  • Fluency in English and Japanese is required (as well as other Asian languages)
  • Dynamic personality and is passionate to speak with people
136

Client Services Representative Resume Examples & Samples

  • Build and maintain strong, professional relationships with DADC customers
  • Receive, enter, and monitor media orders placed with DADC
  • Support troubleshooting of client service issues and oversee their resolution
  • Collect and report on important business metrics
  • Maintain an ongoing awareness of all DADC services, rates, policies, and procedures
  • Ensure DADC meets the highest standards of service delivery as defined by our service level agreements
  • Shepherd new partner and client onboarding
  • Help identify opportunities for improving DADC services and efficiency
  • Successfully complete required training programs
  • Abide by security policies and protect information assets entrusted to you
  • Complete additional duties as required
137

Client Services Representative Resume Examples & Samples

  • Serves as primary point of contact for internal and external clients and various departments/divisions to resolve outstanding issues, comply with customer requests, and respond to client inquiries while providing product support to BKFS clients by resolving incoming inquiries
  • Provides support in research and resolution of problems and inquiries that may periodically be technical in nature
  • Maintains and fosters the relationship between the clients and BKFS by ensuring client satisfaction, maintaining client communication and problem resolution
  • Recreates client issues in test environment, identifies/documents how applications and systems interact to support business processes
  • May prepare monthly and quarterly sales and departmental reports
  • May participate in business reviews to learn about clients' strategic direction as well as gain a good understanding of the products and/or services BKFS is offering
  • Documents client information and recurring issues to support product quality programs and product development
  • Requires working knowledge of BKFS products/services as well as general operations and procedures
  • Ability to use operating systems, browsers, databases and other technologies to troubleshoot client issues
  • Ability to apply knowledge from one situation to the next to solve problems
  • Requires excellent presentation, writing, organizational, analytical, and problem-solving skills
138

Client Services Representative Associate Resume Examples & Samples

  • A bachelor’s degree in finance, accounting, economics or similar field is preferred
  • 3+ years’ experience working within Hedge Fund, Private Equity Fund, Fund-of-funds, and Endowment client or relevant industry required
  • Previous Client Management/Investor Relations experience
  • Knowledge of legal documents from hedge funds and investors
  • Excellent Microsoft Office Skills
  • Familiar with wire transfer process
139

Client Services Representative Resume Examples & Samples

  • Coordinate and facilitate proposal and contract processes to ensure smooth and timely business process flow by working with the marketing, scientific, and finance staff
  • Assist manager with scheduling to identify the dates for study initiation and assist with rescheduling studies as needed
  • Prepare general information, bid and proposal packages from generic letters to full proposal responses
  • Prepare and track contracts as requested
  • Use provided information to create scope of work sections for inclusion in contract
  • May assist in coordination of scientific staff travel to sponsors
  • Provide backup assistance for the Account Manager
  • Experience: 2-4 years customer service or related experience
  • Other:Strong communication and interpersonal skills. Organizational skills and attention to detail required. Proficient in word processing, spreadsheet, and database software. Ability to work with time constraints and scheduling issues. Understanding of the business/sales process
140

Client Services Representative Resume Examples & Samples

  • The candidate must have an academic background in Electronic, Electrical or Mechanical engineering
  • PC and basic Microsoft tools Literate knowledge
  • Ability to identify and communicate root cause problem analysis and corrective action to PB colleagues and line management
  • Customer service orientation, ability to communicate root cause problem analysis and corrective action to clients
  • Self-motivated and self-disciplined
  • Able to work as an individual contributor as well as part of a team
141

Associate Client Services Representative Resume Examples & Samples

  • Participate in the beginning of the sales cycle by identifying key decision makers at targeted accounts, their projected needs and business issues, and conducting high level needs analysis
  • Qualify and transfer inbound leads
  • Overcome objections and effectively communicate SPS Commerce’s value proposition to key decision makers regarding appropriate SPS product offerings
  • Build a business case based on information obtained from targeted accounts to support the value proposition of SPS products
  • Qualify and transfer solid leads to appropriate Account Executive for follow-up and formal sales presentation
  • Assist program management in preparing metrics for clients and internal personnel
  • Maintain up-to-date and extensive knowledge on all SPS product offerings through participation in product demonstrations/meetings and reviewing marketing materials
  • Remain current on industry trends and maintain extensive knowledge of competitor’s product offerings
  • BA or equivalent in Marketing or Business (preferred) with 1+ years of experience OR an AA in Marketing or Business (preferred) with 3 years of experience with customer service, inbound telesales, or market development activities
  • Must be comfortable operating in a fast-paced, highly dynamic environment and exhibit grace under pressure
  • Excellent communication skills (verbal and written) with a consultative style
  • Ability to process information gathered quickly and effectively overcome objections
  • Ability to work aggressively to meet customer and marketing/sales-driven deadlines
  • A highly motivated team player with a proactive approach to work
  • Motivated by inbound calls that lack clear information with ability to ask probing questions and gather needed answers
  • Team player with strong initiative and ability to quickly build extensive knowledge of SPS’s product offerings and that of competitors
  • A finisher/completer with high level of personal ownership of team performance
  • Self-driven, results orientated with a positive outlook, and a clear focus of high quality and business profit
  • Able to work well with colleagues within different areas of expertise
  • Strong analytical skills preferred
  • Excellent demonstrated experience with Microsoft Office (Word, Excel, Outlook)
142

Client Services Representative Resume Examples & Samples

  • Performs contract renewal and Client Service Instruction preparation for assigned accounts
  • Coordinates renewal pricing and completes location coding parameters; prepares and distributes stewardship and other reports
  • Educates the client on loss data - drivers of cost impacting assigned programs
  • Coordinates project activity. Acts as primary client contact with focus on maintaining and improving overall customer satisfaction
  • Identifies issues that impact consistency and customer satisfaction; works with program management leadership to effect problem resolution; and assists with identifying office level service trends and establishes plans for service improvement
  • Identifies and solicits cross selling opportunities
  • Good knowledge of customer service and one of the following: workers compensation, liability, or disability claims management
  • Excellent negotiation and facilitation skills
  • Ability to handle conflict and confront challenging issues in a fast work environment
143

Client Services Representative Resume Examples & Samples

  • Manage client order and activity
  • Maintain internal network
  • At least 3-5 years of banking experience, preferably in Customer Service or Marketing Support
  • Holder of HKSFC Type 1, 7 & 8 license
  • Good banking and general product knowledge on FI, Trade, Cash & E-banking
  • Proficiency in Microsoft office applications including Word & Excel
  • Work in close partnership with internal stakeholders to deliver the high quality services to customers
  • Degree in Finance, Business or Mathematics; post-graduate degree in Business or Finance
  • Fluent in English and Mandarin, written & verbal. French would be a plus
144

Client Services Representative Resume Examples & Samples

  • Answer inbound phone calls from LabCorp’s clients
  • Make outbound calls to gather information needed for lab testing
  • Notify clients of test results
  • Review test forms for accuracy
  • Provide internal laboratory support
145

Client Services Representative / Receptionist Resume Examples & Samples

  • Greet visitors and guests professionally in the front lobby
  • Transfer callers to the correct department
  • Issue security badges
  • Make site announcements and contact employees
  • Provide directions around the lab to visitors
  • Support client services duties during down times
146

Weekend & Holiday Emergency Client Services Representative Resume Examples & Samples

  • Cash and payment handling experience
  • Experience assessing and recognizing emergency situations, difficult/unpleasant situations and/or individuals and take the appropriate action
  • Experience with administrative, billing, client services, and medical records in a veterinary medical environment
  • Reception experience to answer phones and assist clients
  • Experience taking messages, and preparing/proofreading correspondence, reports, and informational documents
  • Experience entering and retrieving data from computerized databases
  • Knowledge of animal anatomy, and medical terminology to provide general information and make the appropriate referrals
  • Math, and basic analytical skills to review and correct data
  • Experience using various programs and software for word processing, spreadsheets, scheduling, entry and retrieval of medical records, and database management programs
  • Interpersonal communication and customer services skills to clearly and effectively interact with individuals of varying ages, cultural backgrounds, perspectives to secure and/or provide information to clarify situations, resolve problems, make referrals, and interact with the general public in a helpful and positive manner
  • Experience filing alphabetically, numerically, and use a terminal digit filing system
  • Experience with taking messages, and preparation of correspondence, reports, and informational documents
  • Experience with fundamental knowledge of veterinary hospital services and standards for admissions, records, billing, disease processes, medical/scientific terms and processes
  • Ability to learn VMTH admissions, records, cashiering policies and procedures affecting services, clients, and confidentiality of records and information
147

Dach Client Services Representative Resume Examples & Samples

  • Participate in global initiatives for enhancing overall partner experiences including educating partners on resources available including self-service tools
  • Analyzes key metrics and initiates daily action plans for resource optimizations. Logs quality issues to ensure root cause analysis can be completed
  • Execute all month-end and quarter-end activities flawlessly
  • Champions Autodesk’s initiatives though individual’s activities and behaviors and promotes and inspires others to Autodesk’s directions and goals
  • Fluent in English and German
  • Innovative, you challenge conventional practices and suggest better approaches
  • Decisive, you identify bright spots and root causes, and get beyond treating symptoms to measurable results
  • Advocating, you adjust to meet customer service performance measures
  • Flexible, you can work in different global time zones for meetings and calls
148

Client Services Representative Resume Examples & Samples

  • Represents a knowledgeable, efficient, and professional image of Integra to our customers by handling business with a respectful and professional demeanor
  • Maintains a current and thorough understanding of telecommunications network and hardware products/services
  • Enters service orders for new and existing customers, including gathering all applicable billing and service information and entering into systems
  • Responds to and resolves client inquiries ensuring timely resolution and follow-up
  • Conducts account reviews upon request to include: product/services review, billing accuracy, pricing, and usage trends
  • Investigates and resolves billing disputes and credit requests
  • Ensures customers are proficient in using services by identifying user needs and providing training and consultative services
  • Produces professional quality customer-facing and internal documents including letters, proposals and contracts, billing reconciliations and account reviews
  • Triages Network, ISP and BTS service issues and ticket entry or warm transfer to applicable department
  • Minimizes escalations through call handling, active listening and use of effective negotiation techniques
  • Manages personal ACD status per schedule and company goals in order to provide consistent and timely customer response
  • Ensures timely and accurate response/communication to Management and other internal departments
  • Documents all customer contacts and follow-up work in applicable systems as noted in the CSC job description and /or CSC Guidelines
  • Maintains Quality Assurance (QA) scoring at a minimum of acceptable rating within Integra’s QA program
  • Complies with all internal and external mandates, rules and regulations regarding customer and company proprietary information
  • Conducts Integra business activities within federal, state and local laws and regulations for telecommunications providers
  • All levels of the Client Service Representative position are required to work on Company premises
  • Years of demonstrated customer service and/or provisioning and/or telecom experience required are as follows
  • Client Services Representative: 0-2 years of experience
  • Client Services Representative Sr: 4+ years
  • Experience that demonstrates the ability to work independently, troubleshoot and perform corrective procedures and meet inflexible deadlines; perform both routine and non-predictive multiple tasks; and handle customer conflict to a successful resolution
  • Superior verbal and written communication skills sufficient to defuse intense situations negotiate resolutions and enlist support and assistance from others
  • Computer skills including experience using spreadsheets, word-processing, database programs and typing
  • Ability to apply current processes and policies in all aspects of the job by acquiring and becoming proficient in Integra’s system of interrelated procedures, data entry and record keeping
  • Ability to apply learned principles and processes to solve everyday service issues and apply problem resolution techniques to solve a variety of situations where only limited standardization exists
  • Ability to interpret a variety of instructions furnished in written, oral, diagrammatic or schedule form
  • Ability to resolve moderately complex customer issues and to effectively interface with a customer while researching an issue
  • Competitive compensation
  • Excellent benefits including health, dental, vision, 401 (k), disability and life insurance
  • Fitness membership discounts
  • Generous paid time off policy including paid parental leave
149

Client Services Representative Resume Examples & Samples

  • Reports laboratory results to clients using multiple technologies
  • Investigates client concerns and notifies appropriate personnel of resolution
  • Participates in programs to keep updated with current and changing technologies
  • Disseminates information to callers regarding lab operations
  • May also assist in specimen processing
  • Performs all other duties as assigned or required
150

Representant des Services aux Clients Client Services Representative Resume Examples & Samples

  • Use provided information to create scope of work sections for inclusion in LOPAs (main function)
  • Prepare general information and bid and proposal packages, from generic letters to full proposals
  • Forward LOPAs internally once they are sent by the Client Manager
  • Assist with updating and maintaining applicable databases
  • Update SalesForce (SFDC) and help Client Managers keep the opportunities up to date
  • Create and maintain department files (including electronic files)
  • Save authorizations in the appropriate place
  • Perform all other duties as assigned
  • Possesses a D.E.C or equivalent in science, business or marketing related discipline, Bachelor’s degree preferred
  • Organizational skills and attention to detail are a must
  • Possesses good communication skills in English, and interpersonal skills
  • An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above
151

Client Services Representative Resume Examples & Samples

  • Responsible for handling all inbound and outbound calls through customer call center and emails from website or other sources
  • Speak with customers in a courteous and professional manner utilizing protocol procedures
  • Communicate and coordinate with internal stakeholders and business partners to address customer questions
  • Develop a strong understanding of HLI technology and products in order to help establish new customers requesting HLI testing information
  • Handle potential client needs and inquiries in a timely manner
  • Perform administrative support for managing accurate data and record keeping in CRM database and internal records to assure HIPAA compliance
  • English proficiency; Spanish speaking highly desirable
  • Background must include at least 4 years of customer service experience. 2 years of laboratory, genetics or medical experience preferred
  • Strong ability to manage and adapt to changing priorities quickly
  • Concise and influential written and oral communication abilities
  • Salesforce CRM proficiency
  • MS Office proficiency
  • Ability to work flexing schedule between: Monday-Friday, 5:00 a.m. – 5:00 p.m
152

Client Services Representative Resume Examples & Samples

  • Greet clients in reception area and perform registration
  • Answer phones & direct calls to appropriate person
  • Prepare client materials for check-in including COD prebills, pending contracts, book bags, name badges, schedules, name tents and luggage tags
  • Responsible for complete check in process including ensuring payments are collected, contracts are signed, clients are TSA approved and compliant with all regulatory regulations
  • Maintaining inventory of book bag supplies such as pens, pencils, welcome brochures, etc
  • Maintain client lobby and lounge area including upkeep of coffee and magazines
  • Daily notification of client issues and no shows to sales and training services
  • Responsible for providing on-site client assistance to resolve problems and handle complaints in a manner that ensures good customer relations with emphasis on client retention
  • Assistance with taking messages and handling schedule changes for clients
  • Provide prompt, friendly, and efficient hospitality services, with adequate knowledge of surrounding areas, that include making entertainment and special event arrangements (i.e., sporting event ticket distribution and/or purchasing), including utilizing Internet services for mapping locations and providing other services as needed
  • Maintain company store items and inventory
  • General administrative assistance to sales and center management
  • Assist with client critique process
  • Special projects as assigned by CSR Group Lead
  • 2 year degree highly preferred
  • Hotel, concierge, travel, customer service experience preferred
  • Experience in Microsoft office products including Word, Excel and PowerPoint with emphasis on MS Outlook
153

Global Client Services Representative Resume Examples & Samples

  • Respond promptly and professionally to all centrally received inbound and marketing generating enquiries
  • Qualify leads by receiving inbound enquiries, determining precise customer requirements in order to decide whether the enquiry can or should be handled by Exova
  • Distribute Leads, Opportunities and requests for information to most appropriate Exova contact and Laboratory
  • Input leads and opportunities and ensure all communications and interactions between Sales Enquiry Executive and clients via multiple sources are entered into ExovaHub CRM
  • Assist with the management of the inbound enquiry pipeline - report KPI`s related to the volume and value of enquiries, conversion to quotations and sales conversion rates
  • Assist with marketing development of new enquiries generated following customer-facing marketing campaigns and demand generation programs
  • Interface with other regional and global Marketing teams in the Group to drive cross selling activities
  • Use unscripted consultative customer service/sales techniques by asking appropriate questions and probing to uncover additional customer needs
  • Maintain and develop a broad knowledge of Exova’s global laboratory capabilities and accreditations – This may involve a travel program to laboratories for training
  • Assisting internal colleagues globally with sourcing enquiry queries within Exova
  • Managing and routing client emails throughout the laboratory group to maintain a professional client experience – Orders, CV’s, Accounting, client surveys etc
  • Actively contribute ideas on ways to resolve challenges, better the customer journey and improve productivity
  • Remain current with the Exova Safety training management system and all Exova SOP’s
  • Demonstrated ability to work in a highly pressured and demanding work environment
154

Client Services Representative Resume Examples & Samples

  • Phone skills
  • Computer skills preferred
  • Strict ability to adhere to security procedures
  • Pleasant and friendly demeanor
155

Client Services Representative Resume Examples & Samples

  • Handling inbound inquiries from customers and prospects
  • Make outbound phone calls to our VIP customers
  • Collaborating with sales to help ensure A+ customer satisfaction and retention
156

Client Services Representative Resume Examples & Samples

  • Be the designated back up for a small group of Account Managers
  • Coordinate day-to-day customer service needs for assigned clients
  • Work with various departments (Member Services, Membership Accounting, Claims, Network Management, and Product Management etc.) to resolve critical member issues in an expeditious manner
  • Assist the Account Managers with implementation of new and renewal sales, including conducting open enrollment meetings with employees, any necessary set up and group paperwork like contracts, Group Data Form Completion, etc
  • Coordinate renewal proposal requests and assemble necessary data for Underwriting
  • Prepare renewal proposals for delivery to customer
  • Coordinate client reporting requests with internal Employer Reporting group
  • Coordinate the production of communication pieces
  • Coordinate group contracts and follow up on SPDs and ASAs
  • Recognizes sales opportunities to existing HealthPartners clients and see that they are acted upon
  • Participate in process improvement initiatives throughout the sales cycle and, where relevant, impacting HealthPartners’ internal data integrity
  • Follow HealthPartners’ procedures, document and report progress as directed, and supply team with information necessary to function properly
  • College degree with course work in business, finance, insurance, or health related studies
  • Proficiency with personal computers: CRM database systems, Excel spreadsheet, MS word processing, MS PowerPoint, and MS Outlook
  • Ability to manage multiple project assignments
  • Strong oral, and written communication skills, including public speaking
  • Ability to handle sensitive customer issues in a professional manner
  • Strong financial / numerical aptitude
  • Prior experience in team environment
  • Minnesota life and health insurance licensure within three months of hire
  • Execution of a non-competition agreement upon hire
  • Must have current, valid driver’s license and access to a reliable, insured vehicle
  • Previous experience in the health care industry or related field
157

OPS Client Services Representative Resume Examples & Samples

  • Be comfortable directly interacting with people on a one-on-one basis, using empathy and compassion
  • Be able to work a multi-line phone system
  • Be able to make timely decisions
  • Be able to discuss sensitive issues with others, in a respectful way, such as large sums of money, pets with serious illnesses, and euthanasia
  • Be able to work accurately with attention to detail
  • Have experience with money handling (i.e., reviewing bills, taking payments, balancing drawers at the end of the day)
  • Be able to set priorities and solve problems
  • Be able to work well within a team and perform effectively with minimum supervision
  • Be comfortable with animals of all species, not just dogs and cats
  • Be able to multitask in a fast-paced, high-pressure environment
  • Be able to handle frequent interruptions and adapt to changes in workload and work schedule
158

Client Services Representative Resume Examples & Samples

  • Bachelor of Science in Animal Science or related field or compensatory employment experience
  • Minimum of 2 years client service/communication
  • General experience with computer software
  • Knowledge of clinical specimens/testing and medical data bases
  • Diagnostic Laboratory Experience
159

Client Services Representative Resume Examples & Samples

  • Place all Canon service calls received from the Client help desk
  • Open all tickets for de-installs and follow to completion
  • Review daily open service tickets with Client and attend service review meetings
  • Maintain core stocks of supplies in the Groton and New London locations, this could include delivering emergency toner to an end user
  • Maintain a complete and accurate database of all deliveries, de-installs, moves, and removals
  • Coordinate all deliveries and removals, escort truckers to correct locations in Groton and New London
  • Prepare and submit all relocation paperwork and follow to completion
  • Collect and submit monthly meter reads on all non connected products
  • Note all priority service locations to ensure 2hr response time
  • Assist with updating database for de-installs, moves, removals, and deliveries in a timely manner
  • Must follow Canon Solutions America documented processes and procedures for the following: Moves, De-installs/sanitations and Pickups
  • Requests (de-install complete dates, sanitation of paperwork, final meter readings, pickup complete dates and other essential tracking info) must be completed within 24 hrs for time sensitive tasks and 5 days for non-urgent requests
  • Assist with preparation of program management reports
  • Provide Operating Procedures and Toner Tracker as requested from Canon Enterprise Managed Services division
  • Ensure Enterprise Managed Services compliance and audit guidelines are maintained and receive a pass rating
  • Position falls under the programs, processes and obligations of Canon Enterprise Managed Services. Employee is required to fully participate in these tasks
  • Management may assign other tasks as they relate to the scope of work
  • Duties outside of the scope of work or the need to add a routine task will be approved by the Operations Manager
160

Client Services Representative Resume Examples & Samples

  • Manage multiple client issues and inquiries in a fast-paced environment
  • Oversee implementation of proposed solutions of issues or application enhancements
  • Build and maintain client relationships and maintain superior levels of client satisfaction
  • 1-3 years of professional work experience, open to recent graduates
  • Excellent written and verbal communication and interpersonal skills
161

Wealth Management Client Services Representative Resume Examples & Samples

  • Account balances, holdings and activity
  • Fund Transfers
  • Statement reconciliation
  • Visa activity/deferred debit and rewards program rules and benefits
  • Handle incoming Wealth Management (and MEAC, MESD Tech calls) client calls utilizing professional telephone and problem solving skills
  • Routine business account servicing including; Visa spending limit adjustment processing, card activations, PIN setups, stop payment processing, account maintenance
  • Responsible for ≥ 99.9 % accuracy in processing redemption transactions and adjustments on Visa Signature and Merrill + Credit Card accounts to prevent negative financial impact to the client and/or Merrill Lynch and their partners
  • Professional Demeanor: Ability to conduct oneself with patience, composure, and appropriate attitude
  • Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the client’s requests
  • Initiative: Demonstrate a “self-starter” behavior and a willingness to help others
  • Communication Skills: Communicate effectively, actively listen and follow-up with questions and updates to involved parties
162

Client Services Representative Resume Examples & Samples

  • 1 year of industry related experience
  • Demonstrated proficiency in the use of personal computer applications and current on new technology
  • Knowledge of specimen handling and collection requirements, general laboratory workflow and basic medical terminology
  • Ability to type 30 words per minute (wpm)
  • 1-2 years of experience in customer service
  • 1-2 years of experience in customer service, in a high volume call center and possess a lab background
163

Client Services Representative Resume Examples & Samples

  • Interpersonal communication and customer services skills to clearly and effectively interact with individuals of varying ages, cultural backgrounds, perspectives to secure and/or provide information to clarify situations, resolve problems, make referrals, and interact with the general public in a helpful and positive manner
  • Experience assessing and recognizing emergency situations, difficult/unpleasant situations and/or individuals and take the appropriate action
  • Experience with administrative, billing, client services, and medical records in a veterinary medical environment
  • Reception experience to answer phones and assist clients
  • Experience taking messages, and preparing/proofreading correspondence, reports, and informational documents
  • Knowledge of animal anatomy, and medical terminology to provide general information and make the appropriate referrals
  • Math and analytical skills to review and correct data
  • Experience using various programs and software for word processing, spreadsheets, scheduling, entry and retrieval of medical records, and database management programs
  • Knowledge of the equine and livestock industry
  • Experience with equine and/or livestock service companies, organizations or large animal veterinary private practice
  • Knowledge of VMTH admissions, records, cashiering policies and procedures affecting services, clients, and confidentiality of records and information
  • Experience with filing alphabetically, numerically, and use a terminal digit filing system
  • Ability to learn the fundamental VMTH services and standards for admissions, records, billing, disease processes, scientific terms and processes
164

Client Services Representative Resume Examples & Samples

  • Provide first level technical and end user trouble shooting and diagnostics for reported application issues resulting from upgrades and on-going application support
  • Create and maintain all necessary case documentation
  • Participate in the management of contracted client upgrades and installations; includes diagnostic at the application, database and operating system levels, as well as working with end users in adopting new technology and functionality
  • Identifying additional revenue opportunities from “value add “ services (Consulting, training, customization, database conversions)
  • Determine the nature of all client requests and determine the correct person / CGS team that would respond to the client
  • 1 + years of progressive customer service experience in a Professional Services organization with working knowledge of customer service methodologies and help desk environment / software
  • 1+ years supporting enterprise software applications (HelpDesk environment) either internally or as a vendor to national and multi-national clients
  • Ability to work independently under minimal supervision
  • Basic understanding of Microsoft Office Products, Outlook, Excel
  • Proven track record of “problem-solving” skills
  • Consistent and positive “can-do” attitude and initiative
  • Ability to work as part of a larger Project team
  • Ability to maintain client satisfaction and effectively manage client expectation
165

Rates & FX Operations & Client Services Representative Resume Examples & Samples

  • SwapClear & Forexclear Client Services & Middle Office
  • Treasury Operations Analyst
  • Undergraduate degree or above ideally with either a mathematical or financial markets bias
  • Solid understanding of end to end trade flow for Interest Rate Swaps with demonstrable experience within an investment bank or similar in the following roles
166

Client Services Representative Resume Examples & Samples

  • Capture and develop customer references and feedback for development and marketing use
  • Identify Cross-Sell, upgrade, data sale opportunities
  • Onboarding the majority of client to drive first year renewal rates and adoptions of the products
  • Work with the Head of Account Management to establish best practice workflow to include written processes, policies and procedures that support client management of product during implementation and the subscription/license
  • Provide specific “how to” education and targeted training to clients on products
  • Manage ongoing client product adoption and analysis of misuse/overuse of the products
  • Handle client issues, queries and concerns regarding the product within specific timeframes
  • Identify client adoption issues that may be a risk for renewal
  • Understand product capabilities and solutions by working with Sales, Marketing, development and other internal teams
  • Provide both internal and external training on all products
  • Communicate efficiently and effectively to ensure clients receive the maximum ROI in their investment in MB Group products
  • Complete the transition from print to digital through training and education of existing print clients
  • Bachelor’s Degree or equivalent work experience in the industry
  • Preferred experience of the metals market
  • Self-motivator and determined to make a difference attitude
  • Demonstrable record of problem solving skills
  • Demonstrate strong drive and enthusiasm
  • Ability to work under pressure while maintaining a strong eye for detail
  • Excellent communication skills, both verbal and written
  • Proficiency in office IT skills and familiarity with MS Office and the Internet
167

Client Services Representative Resume Examples & Samples

  • Reporting,start date and end date report, PRO audit report, compliance report, contact report, technology start report, extension report, background check report
  • Provide strategic analysis of reports
  • Administrative support/customer service calls - background calls/emails, follow up emails to managers and vendors
  • System Updates - transfers, data change, end date, WAND (proprietary database) updates
  • Must have good customer service and administrative organizational skills
  • Good data entry
  • Detail oriented, critical thinker, problem solver
  • Must be a team player
  • Manage time effectively
  • 2 years of college, AA or equivalent experience
168

Client Services Representative Resume Examples & Samples

  • Run point on the weekly rejected expenses - Communicate rejections via email and phone to workers - Help troubleshoot
  • Assist with worker files onsite in Orlando
  • Assist with new employee onboarding, collecting new hire documents
169

Client Services Representative Resume Examples & Samples

  • Proactively outreach to non-active Crozier clients – building relationships and presenting Crozier’s offerings
  • Understand client’s needs, look for opportunities to develop creative solutions, and effectively promote Crozier’s services to tailor to the client’s specific needs
  • Ensure clients receive superior customer service - address and help to resolve unexpected issues that may arise to ensure client satisfaction
  • Handle one off requests from non-managed Crozier clients
  • Consult with Project Managers to assess scope of projects
  • Manage communications related to the project to and from the client
  • Communicate with client post-completion of projects to ensure satisfaction and determine any areas for future improvement
  • Follow-up with internal teams to relay feedback and strategize for any adjustments to be made to ensure continuous improvement
  • 2-4 years’ experience in a Client Services role
  • Knowledge and passion for all things art related, including the latest market trends and developments
  • Proven team player with a track record of strong client/account management
  • Strategic thinker who is solutions-oriented and proactive in problem solving
  • Ability to work effectively and collaboratively across several teams/departments
  • Core business knowledge and understanding of back-end processes
  • Financial acumen, with an ability to understand pipelines and forecasts
  • Strong work ethic with an ability to manage workload while efficiently and effectively prioritizing responsibilities to meet deadlines and deliver results
  • Strong relationship-building skills, interpersonal skills; client-centric attitude
  • Proven experience in building client portfolios
  • Self-starter; ability to work very independently, but also fit into a strong team environment
170

Wealth Management Client Services Representative Resume Examples & Samples

  • Balances
  • Check/Deposit Related Inquiries
  • Funds Transfer Service
  • Visa/Rewards
  • Associate must consistently demonstrate excellent verbal and written skills and exhibit a strong commitment to the client experience and service ownership via observable call management behaviors. Key metrics to evaluate performance include quality monitoring, client satisfaction, handle time, adherence, quality monitoring and call tracking
  • Dependable, results-driven and achievement-focused
  • Strong critical-thinking, logic and problem-solving skills
  • 1-2 years of experience in a client focused service role
171

Client Services Representative Resume Examples & Samples

  • Program compliance reporting
  • Administrative support/customer service calls - background calls/emails, follow up emails to
  • Start and end date report
  • PRO audit report
  • Contractor extension report
  • Background checks report
  • Light recruiting experience preferred
  • Intermediate knowledge of Excel, Word, Outlook, and Internet
  • Excellent data entry
  • Bachelors degree preferred
172

Client Services Representative Resume Examples & Samples

  • Provides 24/7 helpdesk support for clients and their users on the TransCEND Virtual Data Room and TransPort Translation web applications
  • Provides phone support for users calling the support phone line
  • Responsible for managing the individual projects on the TransPerfect Interactive applications
  • Works with site administrators in the creation of the site and training end users on using the application
  • Work as part of a global support team with staff located in New York, London and Tokyo
  • Responsible for performing User Acceptance Testing (UAT) of application new features/functions
  • Minimum Bachelor’s degree
  • Proficiency in Microsoft Office (Word, Excel, Outlook) and Windows Operating systems
  • Ability to quickly and effectively learn to support TransPerfect Interactive’s web-based applications
173

Client Services Representative, ERS Resume Examples & Samples

  •  Facilitate Fiduciary and Managed Account Service and Support
  •  Provide guidance with respect to Fiduciary service document completion and requirements
  •  Provide guidance with respect to ERS Fiduciary capabilities and recordkeeping partner capabilities
  •  Coordinate with Managed Account Product and Client Relationship teams and educate and familiarize advisors to ERS Managed Account programs at respective recordkeeping partner firms
  •  Coordinate client communications and sales leads with ERS Sales teams regarding new account opportunities
  •  Field advisor inquires
  •  Respond to and resolve advisor service and sales requests
  •  Analyze advisor business needs
  •  Proactively establish relationships with advisors to educate them on the products and services of ERS
  •  Provide continuing education to clients on how to effectively use Fiduciary Solutions and other ERS products and services in their business
  •  Communicate proactively with clients regarding product and program information, supportability issues, and strategic product plans where appropriate
  •  Daily phone coverage
  •  Responsible for daily phone coverage as described by Daily/Weekly phone coverage schedule
  •  Train and Educate advisor clients
  •  Become highly proficient in ERS products and services
  •  Participate in individual or team projects, as needed, to expand client offerings
  •  As part of the responsibilities for this role, you will understand and readily support Envestnet’s established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
174

Client Services Representative, ERS Resume Examples & Samples

  • Become highly proficient in ERS products and services
  • Respond to and resolve advisor requests via telephone and email
  • Provide daily coverage for our client support line
  • Distribute product and service alerts, program changes, and release updates to client groups
  • Escalate client feedback internally to appropriate stakeholders
  • Collaborate with other ERS stakeholders on refining and streamlining internal processes to improve the overall client experience
  • Ensure client adoption of best practices through ongoing product and service training and communication
  • As part of the responsibilities for this role, you will understand and readily support Envestnet’s established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
  • Bachelor’s degree in business, finance, or related field of study is strongly preferred
  • 1-2 years of experience in client support, customer service, and/or at a call center
  • Working knowledge of Microsoft Office Suite
  • Proven ability to self-manage, with strong organization skills and an attention to detail
  • Professional and friendly self-presentation is a must
175

Client Services Representative Resume Examples & Samples

  • Single point of contact for an assigned exhibitor client base
  • Work directly with clients on all registrations, accommodations and special projects
  • Responsible for detailed communication on registration deadlines and paperwork, listing of company information in all printed show material and online database, accommodation preferences and any other relevant information concerning show attendance
  • Develop and maintain a list of VIP attendees and manage their show deliverables to grow and reinforce client relationships and show experience
  • Support business development team with special projects and reporting
  • Work closely with Sales, Marketing and Conference departments in Paris as well as relevant departments in NY office
176

Client Services Representative Resume Examples & Samples

  • Perform full service banking transactions in compliance with legal requirements and bank policies and procedures
  • Provide accurate, friendly customer service in a timely fashion
  • Perform teller functions including balancing cash and other daily transactions
  • Achieve sales and referral goals by actively cross-selling and referring customers to proper bank staff for additional bank products, services and sales campaigns
  • Maintain currency and coin under prescribed limits
  • Adhere to bank security policies and maintains confidentiality of bank records and client information
  • Other job duties as required
  • 6 months cash handling experience
  • Can remember the names of customers
  • Upbeat positive customer focused attitude
  • Has good time management skills
  • Knowledge of basic banking transactions, bank products and services
  • Ability to cross-sell services
177

Client Services Representative Senior Resume Examples & Samples

  • May work closely with Relationship Managers or independently in providing clients with world-class service emphasizing a high level of consultative and technical knowledge and solutions
  • Provides consultative and technical solutions in the areas of retirement plan administration (i.e. administrative and accounting, regulatory and compliance, client communications, trust fiduciary and investments)
  • Develops individual service criteria with clients emphasizing goals and objectives (Service Agreements) and regularly reviews service commitments with clients
  • Manages client problem resolution process: takes ownership of client service concerns and follows up to ensure problems are resolved promptly with necessary actions taken to guard against reoccurrence
  • Provides world-class services to customers
  • Provides high quality, accurate administrative and routine reporting to management
  • Monitors and controls account activities to ensure compliance with internal administrative processes
  • Participates in training programs to gain proficiency in fiduciary trust and employee benefits areas
  • O Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization (e.g. executive, management, individual contributors)
178

Client Services Representative Resume Examples & Samples

  • 5+ years of Experience in a financial services firm or institution, preferably in a hedge fund-coverage role
  • 3+ years of experience using Microsoft Word, Excel and PowerPoint in a professional setting
  • Corporate Actions knowledge
  • Strong interpersonal skills with the ability to communicate well; someone who is comfortable interacting with individuals at all levels inside and outside the organization
  • Team player with great upside potential
  • Ability to navigate the firm and follow up aggressively
  • Ability to multi-task and work in a dynamic environment
  • Remain calm under pressure
179

Client Services Representative Resume Examples & Samples

  • Contact clients or KCMs for instruction to arrange return shipments or for purchased items collection as per assigned schedule
  • Provide feedback to supervisor and Business Directors on the process and challenges based on the comments from clients and KCMs on execution details
  • Provide details of shipping requests and/or shipping-related enquiries to shipping team
  • Report progress and status on contacting clients and KCMs on regular basis
  • Degree holder in any discipline
  • Minimum 2 years of working experience in customer facing roles, experience in working in call centre of any industry will be an advantage
  • Basic Microsoft Excel skills of data entry and summarization is required
  • Excellent spoken and written English and Chinese (both Traditional and Simplified) is required, and fluency in Mandarin is highly preferred
  • Good attention to details
  • Good discipline in following time table and schedules to fulfil work orders
180

Client Services Representative Resume Examples & Samples

  • Ability for analytical reasoning of sales & research data (CPM, impressions, site metrics, data analysis, etc.)
  • Must have excellent computer skills
  • 1-2 years working in Google DFP a plus
  • Must be proficient in Microsoft Suite (Powerpoint and Excel)
181

Client Services Representative Resume Examples & Samples

  • Provide prompt, courteous service to all external and internal customers and maintain customer service levels according to Kapa’s standards
  • Provide timely and thorough communication to all ofour valued clients and customers
  • Reconcile and resolve inquiries regarding billing for clients and/or AP department
  • Use metrics to optimize, build out and scale the Order Management process to support future growth
  • Prior experience with billing and order management
182

Client Services Representative Resume Examples & Samples

  • 2+ years of Client Services experience
  • Customer Service oriented
  • Dispatch experience
183

Client Services Representative Resume Examples & Samples

  • Ensures that all order and inquiry related Business Cases are addressed in accordance to defined global principles and guidelines within the agreed global Service Level Agreements
  • Fluent in Japanese and English. Other languages an advantage
  • Decisive, you identify bright spots and root causes, and get beyond
184

Client Services Representative Resume Examples & Samples

  • Over one year of experience in the banking/financial services industry
  • Over one year of experience working in customer service
  • Experience with handling difficult customer situations
185

Client Services Representative Resume Examples & Samples

  • Process annuity requests for Group Annuity contracts in accordance with contractual provisions
  • Handle inbound/outbound calls from the customer service lines, responding to both institutional and individual client inquiries
  • Communicate current information pertaining to pricing, interest calculations, account balances, audit inquiries and tax filings to institutional clients
  • Establish and maintain high quality internal and external customer relationships – assess and respond to their requests effectively
  • Develop an understanding of operational procedures as well as company, industry and regulatory policies and be able to communicate with clients regarding these matters
  • Provide support to larger Institutional Annuities Operations teams
  • Bachelor’s Degree or equivalent business experience
  • Customer Service experience
  • General knowledge of pension business a plus
  • Ability to follow established procedures and stay current with internal control procedures
  • Ability to work independently while remaining flexible to meet team goals
  • Accountable, ethical, skilled decision making ability
  • Proficient computer skills and ability to multitask to effectively manage a diverse work-load