Client Services Representative Resume Samples

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R Schamberger

Rickie

Schamberger

3579 Boehm Drive

New York

+1 (555) 793 8216

3579 Boehm Drive

New York

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

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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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

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

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

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

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

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

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

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

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

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

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

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

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.)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Client Services Representative Resume Examples & Samples

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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)

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

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

Client Services Representative Resume Samples

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