client service specialist resume examples

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Customer Service Specialist Resume Examples: Proven To Get You Hired In 2024

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• Customer Service Specialist
• Customer Support Associate
• Client Service Representative

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• Customer Service Specialist Resume Tips

Customer Service Specialist Resume Template

Download in google doc, word or pdf for free. designed to pass resume screening software in 2022., customer service specialist resume sample.

A customer service specialist is in charge of handling any customer queries and resolving any issues they may face in a timely manner. This may be in person, over the phone, or via email. To succeed you must be an excellent communicator and problem solver. Recruiters will be looking to see customer service experience. While a degree is not always necessary, any related degree or certification will greatly benefit your application and resume.

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Recruiter Insight: Why this resume works in 2022

Tips to help you write your customer service specialist resume in 2024,    include all industry-standard tools in your skills section..

You need to show that you are experienced in using basic customer service tools. So make sure your tools list reflects this. Go a step further by finding out the tools of your company of choice and ensure you include those in your resume when applying to that company.

   Work on getting customer service certification.

Get a leg up on the competition by getting customer service certification. It will show your dedication to the profession and also indicate a strong skill set to recruiters.

Customer Support Associate Resume Sample

Client service representative resume sample.

We spoke with hiring managers at top companies like Amazon, Apple, and Walmart to understand what they look for in customer service specialist resumes. The following tips incorporate their advice and will help your resume stand out. Whether you're an experienced professional or just starting your career, these tips will guide you in crafting a compelling resume that showcases your skills and accomplishments.

   Highlight your communication skills

Effective communication is essential for customer service specialists. Showcase your ability to communicate clearly and empathetically with customers.

• Resolved an average of 50 customer inquiries per day via phone, email, and chat, maintaining a 95% customer satisfaction rating
• Collaborated with cross-functional teams to implement a new customer feedback system, resulting in a 20% increase in positive reviews

Avoid generic statements that don't demonstrate your skills:

• Good communication skills
• Able to handle customer complaints

   Emphasize problem-solving abilities

Hiring managers look for candidates who can efficiently solve customer problems. Provide examples of how you identified and resolved complex issues.

• Investigated and resolved a recurring technical issue affecting 500+ customers, reducing support tickets by 30%
• Developed a troubleshooting guide for common customer issues, which reduced average call handling time by 2 minutes

Instead of simply stating you have problem-solving skills, demonstrate your impact with specific examples.

   Quantify your achievements

Use numbers and metrics to showcase your accomplishments and make your resume more impactful.

• Maintained a 98% customer satisfaction rating while handling an average of 60 calls per day
• Achieved a first call resolution rate of 85%, exceeding the company target by 10%

Avoid vague statements that don't quantify your impact:

• Handled customer calls efficiently
• Resolved customer complaints

   Tailor your resume to the job description

Customize your resume to align with the specific requirements of the job you're applying for. This shows the hiring manager that you're a strong fit for the role.

Customer Service Specialist with 5+ years of experience in the telecommunications industry. Skilled in handling high-volume call centers, resolving complex technical issues, and maintaining high customer satisfaction ratings. Seeking to leverage my expertise to contribute to XYZ Company's mission of providing exceptional customer support.

Avoid using a generic resume summary that doesn't highlight your relevant skills and experience.

   Showcase your technical skills

Many customer service roles require proficiency in specific software or tools. Include your technical skills and experience to demonstrate your qualifications.

• Proficient in Zendesk, Salesforce, and Intercom customer support platforms
• Skilled in using Asana and Trello for project management and collaboration

Don't simply list technical skills without context. Provide examples of how you've used them to benefit your previous employers.

   Highlight your industry experience

If you have experience in the industry you're applying to, make sure to emphasize it in your resume. This shows the hiring manager that you understand the unique challenges and requirements of the industry.

Customer Service Specialist with 3+ years of experience in the e-commerce industry. Skilled in handling online order inquiries, processing returns and exchanges, and providing personalized product recommendations to increase customer loyalty and sales.

Avoid focusing on irrelevant experience that doesn't showcase your industry-specific knowledge and skills.

Writing Your Customer Service Specialist Resume: Section By Section

  summary.

A resume summary, also known as a professional summary or summary statement, is a short paragraph at the top of your resume that highlights your most relevant skills, experiences, and achievements. While a summary is optional, it can be a valuable addition to your resume if you have extensive experience, are changing careers, or want to emphasize specific qualifications that may not be immediately apparent from your work history alone.

When writing a summary for a Customer Service Specialist resume, focus on your customer service skills, problem-solving abilities, and any relevant achievements or certifications. Tailor your summary to the specific job you're applying for by using keywords from the job description and showcasing how your qualifications align with the company's needs.

Avoid using an objective statement, as they are outdated and focus more on what you want rather than what you can offer the employer. Instead, use your summary to grab the hiring manager's attention and convince them to read the rest of your resume.

To learn how to write an effective resume summary for your Customer Service Specialist resume, or figure out if you need one, please read Customer Service Specialist Resume Summary Examples , or Customer Service Specialist Resume Objective Examples .

1. Highlight your customer service skills

When crafting your Customer Service Specialist resume summary, emphasize the key skills that make you an excellent candidate for the role. Focus on skills such as:

• Communication
• Problem-solving
• Time management

Avoid simply listing these skills; instead, provide examples of how you've demonstrated them in your previous roles. For instance:

Customer-focused professional with 5+ years of experience in resolving complex issues and enhancing customer satisfaction. Skilled in active listening, empathy, and clear communication to ensure customer needs are met efficiently.

This example showcases the candidate's relevant skills while providing context for their experience. On the other hand, here's an example of what not to do:

Hardworking and dedicated employee with excellent customer service skills. Proven track record of success in fast-paced environments.

This summary is generic, lacks specific examples, and uses cliched phrases like "hardworking" and "proven track record," which don't provide meaningful information to the employer.

2. Quantify your achievements

To make your Customer Service Specialist resume summary more impactful, include quantifiable achievements that demonstrate the value you've brought to previous employers. This could include metrics such as:

• Customer satisfaction rates
• Average call handling time
• Number of customer issues resolved
• Percentage of customer retention

For example:

Experienced Customer Service Specialist with a track record of maintaining a 95% customer satisfaction rate and resolving an average of 50 customer inquiries per day. Skilled in de-escalating tense situations and finding creative solutions to complex problems.

By quantifying your achievements, you provide concrete evidence of your abilities and make your summary more compelling to hiring managers. Avoid making vague statements without supporting data, like:

Customer Service Specialist with a history of exceeding expectations and providing top-notch service to customers.

While this summary mentions the candidate's success, it lacks specific, quantifiable achievements that would give the hiring manager a clearer picture of their capabilities.

  Experience

The work experience section is one of the most important parts of a customer service specialist resume. It's where you highlight your relevant experience and accomplishments to show hiring managers you have the skills to excel in the role.

In this section, we'll cover key tips to make your work experience section stand out. By following these tips, you'll be able to effectively showcase your customer service expertise and increase your chances of landing an interview.

1. Use strong, relevant action verbs

When describing your work experience, use strong action verbs that are relevant to customer service roles. This helps hiring managers quickly understand the impact you made in your previous positions. Consider verbs like:

• Resolved customer complaints and inquiries
• Collaborated with cross-functional teams to improve customer satisfaction
• Trained and mentored new customer service representatives
• Implemented process improvements to streamline customer support

Avoid generic or weak verbs like "handled" or "assisted." Instead, choose powerful verbs that demonstrate your ability to take action and drive results.

2. Highlight your customer service achievements with metrics

Whenever possible, quantify your achievements using metrics. This helps hiring managers understand the scope and impact of your work. For example:

• Maintained a 95% customer satisfaction rating by promptly addressing customer concerns and offering personalized solutions
• Reduced average call handle time by 20% through effective troubleshooting and communication skills

If you don't have access to specific metrics, you can still use numbers to showcase your accomplishments:

• Handled an average of 50+ customer inquiries per day via phone, email, and live chat
• Resolved 90% of customer issues on the first contact, minimizing the need for escalations

3. Showcase your career growth and promotions

If you've been promoted or taken on additional responsibilities in your previous roles, make sure to highlight this in your work experience section. This demonstrates your ability to grow and excel within an organization. For example:

Customer Service Representative, XYZ Company Promoted to Senior Customer Service Representative after consistently exceeding performance targets and demonstrating strong leadership skills.

However, avoid exaggerating your achievements or responsibilities:

Customer Service Representative, ABC Company Single-handedly transformed the entire customer service department and increased revenue by 200% in just 3 months.

4. Highlight relevant tools and technologies

In the customer service field, it's important to showcase your proficiency with relevant tools and technologies. This could include:

• Customer Relationship Management (CRM) software like Salesforce or Zendesk
• Helpdesk and ticketing systems like Freshdesk or Jira
• Communication tools like Slack or Microsoft Teams
• Social media platforms for customer support

Mentioning your experience with these tools demonstrates your technical skills and ability to adapt to different systems. However, avoid listing every tool you've ever used. Focus on the ones that are most relevant to the job you're applying for.

  Education

Your education section is a key part of your customer service specialist resume. It shows hiring managers that you have the knowledge and training to excel in the role. In this section, list your degrees, certifications, and relevant coursework.

Here are some tips to make your education section stand out:

1. Put your education section in the right spot

Where you place your education section depends on your level of experience:

• If you are a recent graduate or have limited work experience, put your education section above your work experience. This highlights your most relevant qualifications first.
• If you have several years of customer service experience, put your education below your work experience. Your work history is more important in this case.

2. List degrees, majors and institutions

For each degree, include:

• Type of degree (Associate's, Bachelor's, etc.)
• Major or field of study
• Name of institution
• City and state of institution
• Graduation year, if within the last 10 years

Here is an example:

• Bachelor of Arts in Communication, University of California, Los Angeles, CA, 2018

3. Add relevant coursework and training

If you are a recent graduate or your degree is highly relevant to customer service, you can list relevant coursework, projects or training. This shows you have specific skills for the job.

Good examples:

• Relevant Coursework: Interpersonal Communication, Conflict Resolution, Business Writing
• Customer Service Training Program, Company XYZ, 2019

However, don't list basic coursework that is not directly related, like this:

• Courses: Biology 101, World History, Calculus

4. Keep it short if you are experienced

If you are a seasoned customer service specialist, your education section can be very brief. Hiring managers will be more interested in your work accomplishments.

Poor example:

Bachelor of Science in Business Administration Georgetown University, Washington, DC Graduated: May 2005 GPA: 3.6 Relevant Coursework: Marketing, Accounting, Business Law, Economics, Statistics

Much better:

B.S. Business Administration, Georgetown University

  Skills

The skills section of your resume is a critical component that showcases your abilities and qualifications to potential employers. As a customer service specialist, it's essential to highlight the skills that are most relevant to the position you're applying for. In this section, we'll provide you with tips on how to craft a compelling skills section that will catch the attention of hiring managers and help you stand out from other candidates.

1. Tailor your skills to the job description

When applying for a customer service specialist position, it's crucial to tailor your skills section to the specific job requirements. Review the job description carefully and identify the key skills and qualifications that the employer is looking for.

For example, if the job description emphasizes problem-solving and communication skills, make sure to highlight these in your skills section:

Active listening Conflict resolution Empathy Patience Adaptability

By aligning your skills with the job requirements, you demonstrate to the employer that you have the necessary qualifications for the role.

2. Categorize your skills

Grouping your skills into categories can make your skills section more organized and easier to read. Consider using categories such as:

• Customer Service : Complaint resolution, customer needs assessment, upselling
• Communication : Active listening, written communication, presentation skills
• Technical : CRM software, help desk systems, live chat support

By categorizing your skills, you help the hiring manager quickly identify the areas where you excel and how you can contribute to the company's success.

3. Use industry-specific terminology

Incorporating industry-specific terminology in your skills section demonstrates your familiarity with the customer service field and your ability to communicate effectively with colleagues and customers. However, be cautious not to overuse jargon or acronyms that may be unfamiliar to some readers.

Examples of industry-specific terms for a customer service specialist might include:

Customer retention Churn rate reduction First call resolution (FCR) Average handle time (AHT) Net Promoter Score (NPS)

By using these terms strategically, you showcase your industry knowledge and demonstrate your ability to thrive in a customer service role.

4. Quantify your skills

Whenever possible, quantify your skills using metrics or specific achievements. This helps employers better understand the impact you've made in previous roles and how you can contribute to their organization.

For example, instead of simply listing 'customer satisfaction' as a skill, you could write:

Achieved 95% customer satisfaction rating through proactive problem-solving and personalized support

Quantifying your skills provides concrete evidence of your abilities and helps you stand out from other candidates who may have similar qualifications.

Skills For Customer Service Specialist Resumes

Here are examples of popular skills from Customer Service Specialist job descriptions that you can include on your resume.

• Transportation
• Customer Experience
• Customer Service Management
• Project Management
• International Logistics
• Social Media

Skills Word Cloud For Customer Service Specialist Resumes

This word cloud highlights the important keywords that appear on Customer Service Specialist job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more likely you should include it in your resume.

How to use these skills?

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Resume Guide: Detailed Insights From Recruiters

• Customer Service Resume Guide & Examples for 2022

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•  Find the Customer Service Specialist skills your resume is missing.

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Customer Service Specialist Resumes

• Template #1: Customer Service Specialist
• Template #2: Customer Service Specialist
• Template #3: Customer Support Associate
• Template #4: Client Service Representative
• Skills for Customer Service Specialist Resumes
• Free Customer Service Specialist Resume Review
• Other Administrative Resumes
• Customer Service Specialist Interview Guide
• Customer Service Specialist Sample Cover Letters
• Alternative Careers to a Customer Service Specialist
• All Resumes
• Resume Action Verbs

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Client Service Specialist resume examples for 2024

A client service specialist resume should highlight a candidate's excellent interpersonal and organizational skills, ability to manage client expectations and resolve issues, as well as proficiency in data entry, math, and project management. They should also demonstrate strong work ethic, a willingness to work with external clients, and a talent for providing quality customer service. As Brett Horton Ph.D. , Professor of Practice at Kansas State University's Undergraduate Program in Hospitality Management puts it, "operating a large hotel is like managing a small city. All the technical skills from accounting and finance to personal management and facilities are needed."

Client Service Specialist resume example

How to format your client service specialist resume:.

• Tailor your job title to match the client service specialist role you're applying for and ensure work experience highlights achievements instead of responsibilities, such as 'Increased clientele by performing extensive outbound calling' or 'Managed successful dialogue with challenging clients to ensure problem resolution',
• When showcasing work experience, focus on quantifiable accomplishments and interpersonal skills, like 'Demonstrated excellent interpersonal skills working with internal and external partners' or 'Maintained high repor with clients and high level of work ethic and satisfaction',
• Keep your client service specialist resume concise and impactful by limiting it to one page, highlighting critical skills and experiences, such as 'Managed inbound and outbound calls while delivering exceptional customer service', 'Educated and trained business owners on ADP products while providing excellent customer support', or 'Performed teller duties including cash handling and exchange, balancing teller drawers, and responding to client needs'

Choose from 10+ customizable client service specialist resume templates

Choose from a variety of easy-to-use client service specialist resume templates and get expert advice from Zippia’s AI resume writer along the way. Using pre-approved templates, you can rest assured that the structure and format of your client service specialist resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

Client Service Specialist resume format and sections

1. add contact information to your client service specialist resume.

Client Service Specialist Resume Contact Information Example # 1

Dhruv Johnson

[email protected] | 333-111-2222 | www.linkedin.com/in/dhruv-johnson

2. Add relevant education to your client service specialist resume

Your resume's education section should include:

• The name of your school
• The date you graduated ( Month, Year or Year are both appropriate)
• The name of your degree

If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

Optional subsections for your education section include:

• Academic awards (Dean's List, Latin honors, etc. )
• GPA (if you're a recent graduate and your GPA was 3.5+)
• Extra certifications
• Academic projects (thesis, dissertation, etc. )

Other tips to consider when writing your education section include:

• If you're a recent graduate, you might opt to place your education section above your experience section
• The more work experience you get, the shorter your education section should be
• List your education in reverse chronological order, with your most recent and high-ranking degrees first
• If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

Check More About Client Service Specialist Education

Client Service Specialist Resume Relevant Education Example # 1

Bachelor's Degree In Psychology 2001 - 2004

University of Illinois at Chicago Chicago, IL

Client Service Specialist Resume Relevant Education Example # 2

High School Diploma 2015 - 2017

3. Next, create a client service specialist skills section on your resume

Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

Here are some tips to keep in mind when writing your resume's skills section:

• Include 6-12 skills, in bullet point form
• List mostly hard skills ; soft skills are hard to test
• Emphasize the skills that are most important for the job

Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

Example of skills to include on an client service specialist resume

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

A problem resolution refers to how a person identifies the problem, determining its cause, creating a reasonable solution, and implementing a conclusion. With the help of a client specialist, it is easier to handle such a situation. Problem resolution plays a vital role in helping resolve problems efficiently and effectively.

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

External clients directly relate with a company or business, however only through the purchase of products and services.

Top Skills for a Client Service Specialist

• Client Service , 15.8%
• Excellent Interpersonal , 7.2%
• Client Facing , 5.7%
• Client Issues , 5.5%
• Other Skills , 65.8%

4. List your client service specialist experience

The most important part of any resume for a client service specialist is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of client service specialists" and "Managed a team of 6 client service specialists over a 9-month project. "

Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.

• Acted as a Liaison between staff and Clients to ensure Government security clearance guidance and counseling.
• Performed contract quantification work for revenue recognition and forecasting purposes.
• Worked daily with clients answering questions about their brokerage accounts and completing requested transactions.
• Assisted with preparing, revising policy and procedures as it relates to fiscal management for the Vocational Rehabilitation program.
• Scheduled candidates to meet with consultants or sent referrals to out-of-state partner firms in order to increase company revenue.
• Created quarterly and annual investment review presentation books on PowerPoint.
• Worked as CSR for Transfer Agent; assisted customers with stock transactions, ownership changes and cost-basis tax issues.
• Performed safe deposit box transactions and assisted with customer inquiries for detailed account transactions.
• Utilized Microsoft Word and PowerPoint and Adobe Professional in creation of proposals.
• Closed sales on products, services, and solutions Offered end to end solutions on individual customer basis Developed expert telecommunications knowledge
• Synthesized data collection and proactively managed transfer of client assets from other brokerage firms.
• Maintained a high level of confidentiality under HIPAA guidelines with regards to team member's medical information.
• Cleaned and reconstructed facility machines for proper usage.
• Maintained professional work related communications with corporate supervisors as well as subordinates.
• Placed orders in store or via the internet.
• Trained 5 employees on CSR and cash registers.
• Provided information on how to correctly measure specific windows.
• Operated Windows XP, Windows 2000 Professional, MS Office.
• Worked the cash register, making sure the customer had a positive experience and checking them out in a timely manner
• Sorted and counted paper money using automatic currency counting machine.

5. Highlight client service specialist certifications on your resume

Specific client service specialist certifications can be a powerful tool to show employers you've developed the appropriate skills.

If you have any of these certifications, make sure to put them on your client service specialist resume:

• Certified Pharmacy Technician (CPhT)
• Certified Management Accountant (CMA)
• Certified Billing and Coding Specialist (CBCS)
• Certified Professional, Life and Health Insurance Program (CPLHI)
• International Accredited Business Accountant (IABA)
• Certified Insurance Service Representatives (CISR)
• HIPAA Professional (HIPAAP)
• Fundamental Payroll Certification (FPC)
• Certified Manager Certification (CM)
• Telecommunications Electronics Technician (TCM)

6. Finally, add an client service specialist resume summary or objective statement

A resume summary statement consists of 1-3 sentences at the top of your client service specialist resume that quickly summarizes who you are and what you have to offer. The summary statement should include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

Remember to emphasize skills and experiences that feature in the job description.

Common client service specialist resume skills

• Client Service
• Excellent Interpersonal
• Client Facing
• Client Issues
• Problem Resolution
• Excellent Organizational
• Manage Client Expectations
• Phone Calls
• Client Inquiries
• External Clients
• Quality Customer Service
• Client Accounts
• Bank Products
• Drug Screens
• Account Management
• Customer Satisfaction
• Cash Handling
• Customer Inquiries
• Technical Support
• Client Satisfaction
• Company Database
• Troubleshoot
• Outbound Calls
• Inbound Calls
• Client Support
• Mobile Banking
• Exceptional Client
• Service Issues
• Technical Issues
• Administrative Tasks
• Financial Consultants
• Customer Support
• Customer Issues
• Client Relationships
• Account Maintenance
• Scheduling Appointments

Client Service Specialist Jobs

Links to help optimize your client service specialist resume.

• How To Write A Resume
• List Of Skills For Your Resume
• How To Write A Resume Summary Statement
• Action Words For Your Resume
• How To List References On Your Resume

Updated April 25, 2024

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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Client Services Specialist Resume Example & Writing Guide

Learn how to write an effective client services specialist resume with our example and writing guide. A well-written resume is key to landing interviews in this customer-focused field. We'll walk you through what to include and how to highlight your most relevant skills and experience. Follow our tips to create a resume that grabs hiring managers' attention and helps you get hired.

A Client Services Specialist is the main point of contact between a company and its clients. They build relationships, handle client questions and concerns, and make sure clients are happy with the company's products or services.

Having a strong resume is very important when trying to get a job as a Client Services Specialist. Your resume is often the first thing a potential employer will see, so it needs to make a good impression and clearly show why you're a great fit for the role.

However, putting together a resume that stands out can be tricky, especially if you're not sure what to include or how to organize the information. That's where this guide comes in - it provides step-by-step advice and a real-world example to help you create a Client Services Specialist resume that will get noticed by employers and increase your chances of landing an interview.

Whether you're just starting your career in client services or you're an experienced professional looking to make a job change, this article will give you the tools and knowledge to build a resume that shows off your unique skills and background in the best possible way.

Common Responsibilities Listed on Client Services Specialist Resumes

• Manage client relationships and serve as the primary point of contact for assigned accounts
• Respond to client inquiries and resolve issues in a timely and professional manner
• Coordinate and facilitate communication between clients and internal teams
• Develop and maintain a thorough understanding of clients' business needs and objectives
• Collaborate with cross-functional teams to ensure successful project delivery and client satisfaction
• Monitor and report on project progress, milestones, and deliverables
• Identify opportunities for account growth and upselling of services
• Conduct regular client meetings and presentations to provide updates and gather feedback
• Assist in the development and implementation of client service strategies and processes
• Maintain accurate and up-to-date client documentation, including contracts, SOWs, and invoices
• Analyze client data and generate reports to support decision-making and account management

How to write a Resume Summary

Understanding the importance of a summary/objective section.

In the unpredictable landscape of career progression, one's resume works as a preliminary impression before even meeting your potential employer. Among various components of this pivotal document, the summary or objective section holds a distinct value. It's a brief snapshot projecting your skills, experience, and aspirations to the reader within a few lines. Thus, it requires focus, careful choice of words, and a clear understanding of the role you are applying for to effectively deliver your career narrative.

As a Client Services Specialist, you communicate with clients daily. Thus, your summary/objective section must reflect your capability for effective communication. The aim is to showcase your expertise without underselling or overselling yourself. Remember blooms don't shoot up overnight; they take time to grow, and similarly, your objective statement grows through constant refinement and precise language. Think of this section as the distillation of your larger resume into a concise highlight reel that communicates your value-add quickly and effectively.

Crafting the Best Summary/Objective Section

Now, how do we translate this into the limited space of a summary/objective section? Well, let's unpack it.

Encompass the Core : Address the following key areas - who you are, what skills you have, what you have done, and where you want to go. A good balance of these allows the reviewer to quickly understand your professional trajectory and your match with the role in question.

Specific Outshines Generic : Your summary or objective section comes right at the beginning of your resume, making it powerful real estate you can't afford to waste on generic phrases. Be specific about your qualifications and accomplishments to immediately catch attention.

Match the Job Description : It's essential to tailor your objective section according to the job role. Draw connections between your expertise and the role requirements to clarify why you are the best fit for the position.

Brevity is Brilliance : This section should not exceed 3-4 lines. Thus, every word must count! Simplify your language, avoid jargon, and stick to the point. The goal is a smooth readability that holds and guides the reader's attention rather than overwhelming them with information.

Leave Them Wanting More : Generate curiosity. While revealing your qualifications and achievements, this section should also serve as an engaging trailer for the rest of your resume. Create an urge in the reader to find out more about your professional journey.

By addressing these elements, you can effectively use the summary/objective section to sketch a persuasive overview of your expertise, experience, and goals. Remember, the crux of crafting an effective summary or objective is to refine the contents until they embody the most authentic and engaging version of your professional persona.

Strong Summaries

• Experienced Client Services Specialist with 5+ years in the customer service industry. Proven track record in resolving complex client issues, maintaining high customer retention rates, and managing client service operations. Exceptional analytical, communication, and multitasking skills.
• Highly motivated Client Services Specialist with a strong background in sales and customer support. Known for building and maintaining lasting client relationships, leading to increased customer satisfaction and loyalty. Excellent problem-solving abilities and a passion for overcoming challenges.
• Detail-oriented Client Services Specialist offers a 7-year track record in customer service roles. Committed to providing constructive feedback and utilizing consultative sales methods to promote customer engagement. Recognized for excellent interpersonal skills and efficiency in operations management.
• Dedicated Client Services Specialist bringing along exceptional relationship-building capabilities and sound judgment, combined with a proactive approach and professionalism. Always ready to go the extra mile to ensure client satisfaction and help them achieve their business objectives.

Why these are strong ?

Summaries offer a quick way to provide an overview of your career achievements, skills, and experience. The above examples are good because they highlight important elements such as specific experience (5+ years, 7 years), key skillset (analytical, communication and multitasking skills, relationship-building capabilities, problem solving abilities), and successful track records (resolving complex client issues, increased customer satisfaction and loyalty). These summaries also emphasize adaptability and dedication.

Weak Summaries

• Depended on by my lords for an array of tasks while exhibiting client services too
• A long time in customer serving that provides a good background
• My cool ability is to make clients happy. Also, played important roles in other firms before
• Providing services to clients in my previous and current job for years

Why these are weak ?

These examples are of poor quality owing to their lack of clarity, specificity, and professionalism. Effective summaries should specifically emphasize key skills, experiences, and capabilities that qualify the candidate for the role. For instance, the first example is vague and uses a strange word choice with 'my lords'. The second lacks details about the candidate's experience and accomplishments in client service. The third is informal and doesn't provide a clear understanding of the candidate's abilities. The fourth doesn't mention the candidate's contributions or accomplishments—it merely states a fact without demonstrating the value brought to their previous and current job.

Showcase your Work Experience

Embarking on the journey of creating a strong resume can often feel daunting, especially when it comes to your work experience section. This critical part is akin to the magic elixir of your professional story, encapsulating your expertise, track record, and the impact you've had in previous roles.

It's a section of high importance because it separates inexperienced candidates from experienced ones silently. It's the part where your previous experience or prowess speaks louder than your educational accomplishments in a few scenarios. You're selling yourself here without actively selling anything. If crafted correctly, this is your chance to stand out in the crowded job market.

How it Works:

Focusing on a Client Services Specialist role, your work experience section should ideally emphasize roles and responsibilities that showcase your skills and qualities that best suit this position - things like conflict resolution, organizational skills, outstanding customer service, etc.

The way past work experiences correlates with the desired job is crucial. It is recommended to not list all jobs you held in the past, but instead focus on those where you developed transferable skills.

Layout Tips:

As you craft this section, it is recommended to structure each role in the following way:

• Job title: Begin with the title of your position.
• Employer and Location: Name of your company and its location.
• Tenure: The period during which you held the role.
• Roles and Responsibilities: A bullet-pointed list of your main duties and responsibilities in the role, quantifying your achievements wherever possible.

Remember to keep this series flowing in reverse chronological order, meaning your latest job happens first on the list.

Quantify your achievements and impact in each role using specific metrics, numbers, and percentages to demonstrate the tangible value you brought to your previous employers. This helps hiring managers quickly grasp the scope and significance of your contributions.

Content Tips:

Choose the wording for your roles and responsibilities carefully. These lines under each job aren't simply attendance records. They should tell a compelling story (without being creative writing) about your responsibilities, your training, and even about subtle clues to your work ethic and personality. It's your chance to convey the types of environments in which your skills can shine, and the kinds of challenges you're capable of taking on.

The work experiences, when beautifully crafted, increase your formidability on paper in the eyes of potential employers, signaling a trusted, competent, and efficient candidate standing before them, whose skills can elevate the company's performance levels.

More than just listing your past jobs, approach it as a brief synopsis of how your career has progressed, with a focus on your achievements in each role. That's what makes this part so crucial.

Take care to clarify any gaps in your work history as well. Rather than leaving a questionable blank spot on your resume, it's better to explain these convincingly, like enrolling for a full-time course that helped your prospective job role.

Proofread Your Work² Experience Section:

Finally, once you've completed your work experience section, go back and review it with a critical eye. Ensure it highlights your best qualities and achievements, without any fluff or unnecessary jargon. Have someone else review it to ensure there is no room for bias.

Creating a stellar work experience section may seem tricky, but remember, it is more about substance over style. By sticking to clear, concise descriptions of your experiences, your resume will speak volumes about your professional journey, leaving a solid impression on any potential employer peeking into the realms of your professional life.

Best of luck in your job search, and remember the commandment of resume writing - it's not about you; it's about how companies will benefit from hiring you.

Please note that there is an imagery section below this guide. The section will have annotated examples of good and bad practices for forming a work experience section. It provides visual representations of the points discussed above. Feel free to skip or use it if it's allowed and you're comfortable with that.

Weak Experiences

• Worked at ABC company
• Provided service
• Phone handling
• Email support
• Contact with clients

These are bad examples of bullet points in a work experience section for a Client Services Specialist resume because they are vague and don't provide any specific details about the actual work you did or the accomplishments you achieved. Just mentioning companies you worked at or duties like 'Provided service' or 'Phone handling' without mentioning your tasks, achievements, skills you used, or impact you made doesn't add to your profile. It's always recommended to use quantifiable results, to demonstrate your experience, skills and value you bring to the potential employer. Statements like 'Email support' or 'Logistics' are also too generic and do not specify what exactly was done in these areas. 'Contact with clients' does not give an understanding of what kind of contact it was: customer support, negotiation, sales, deal closing, and what results it brought to the company. Furthermore, using general phrases like these does not make your resume stand out among others.

Skills, Keywords & ATS Tips

What makes a strong resume for a Client Services Specialist isn't just listing down job descriptions, but effectively showcasing the right blend of skills. Both hard and soft skills work in harmony to create a compelling story of your abilities. The right choice and framing of these skills can also directly impact the success of your resume through an Applicant Tracking System (ATS).

What Are Hard and Soft Skills?

Let's stay with simple language: Hard skills are those that are teachable, or learned through job training, school, or experience. On a Client Services Specialist's resume, these could include proficiency in customer relationship management (CRM) software, data analysis, and multilingual abilities.

Soft skills, on the other hand, are intangible qualities related to how you work, like your people skills, your ability to problem solve, or your level of empathy. For Client Services Specialists, common soft skills might include communication, conflict resolution, and patience.

The Role of Hard and Soft Skills in Your Resume

When crafting the skills section of your resume, aiming for a balanced blend of hard and soft skills is wise. While hard skills demonstrate you have the technical know-how required for the role, soft skills reassure potential employers about your work ethic, attitude, and team spirit.

Remember, no matter how advanced your hard skills are, they're often not enough on their own. For example, having excellent technical proficiency won't be as beneficial if you struggle to communicate with clients effectively or resolve conflicts.

The Connection Between Keywords, ATS, and Skills

For many employers, an ATS acts as a resume-screening gatekeeper, determining which resumes make it through to human eyes. ATS identifies and selects resumes displaying prominent job-related keywords - usually, these are the skills and qualifications needed for the job.

It means if you're not accurately representing your hard and soft skills using the right keywords, your resume may not be visible to hiring teams. So, when you check the job description, spot the notable skills listed and weave those into your own resume.

But remember, don't just randomly sprinkle keywords throughout your resume. Keep it natural and genuine. The system isn't the only one that'll see your resume. After all, an actual person will eventually read it and they'll be looking for authenticity too.

So, displaying a balanced blend of hard and soft skills on your Client Services Specialist resume, combined with the right use of keywords, will not only help your resume get past the initial ATS screening but also assure the hiring manager that you're a well-rounded candidate, someone who can tackle the nitty-gritty of client service while being empathetic and communicative. That's the key to a successful resume.

Top Hard & Soft Skills for Full Stack Developers

Hard skills.

• Client communication
• Project management
• Data analysis
• Problem-solving
• Business development
• Technical understanding
• Salesforce CRM
• Product knowledge
• Microsoft Office Suite
• Time management
• Sales strategy
• Reporting & documentation
• Marketing strategies
• Strategic planning

Soft Skills

• Responsibility
• Flexibility
• Decision-making
• Emotional Intelligence
• Critical Thinking
• Time Management
• Communication
• Adaptability
• Interpersonal Skills

Top Action Verbs

Use action verbs to highlight achievements and responsibilities on your resume.

• Coordinated
• Communicated

To add education or certificates to your resume, start by creating a new section named "Education & Certifications". Herein, mention your degrees in reverse-chronological order, stating the degree title, the name of the institution, and the date of completion. For certifications, list the certificate title, the issuing organization, and also the date of attainment. If the certificate is still valid or qualifies for renewal, mention that. Tailor this section to the job you’re pursuing, bringing attention to the certification or education closely related to the job.

Resume FAQs for Client Services Specialists

What is the best resume format for a client services specialist.

The most effective resume format for a Client Services Specialist is the reverse-chronological format. This format highlights your most recent experience and achievements first, which is important in a client-facing role. It allows employers to quickly assess your relevant skills and qualifications.

How long should a Client Services Specialist resume be?

Ideally, a Client Services Specialist resume should be one to two pages long. If you have less than ten years of experience, aim for a one-page resume. If you have more than ten years of experience or a extensive list of relevant achievements, a two-page resume is acceptable. Always prioritize relevant information and be concise.

What are the most important skills to highlight on a Client Services Specialist resume?

When writing a Client Services Specialist resume, focus on skills such as customer service, communication, problem-solving, and relationship building. Highlight your ability to manage client accounts, resolve issues, and maintain client satisfaction. Additionally, emphasize any technical skills related to CRM software or industry-specific knowledge.

How can I make my Client Services Specialist resume stand out?

To make your Client Services Specialist resume stand out, use specific examples and quantifiable achievements. Instead of simply listing your responsibilities, describe how you contributed to client retention, increased customer satisfaction, or improved processes. Use metrics and percentages to demonstrate your impact, and tailor your resume to the specific job description.

Should I include a summary statement on my Client Services Specialist resume?

Yes, including a strong summary statement at the top of your Client Services Specialist resume can be very effective. This section should be a brief, 3-4 sentence overview of your most relevant skills, experiences, and career goals. It should grab the employer's attention and encourage them to read the rest of your resume.

What keywords should I include in my Client Services Specialist resume?

When writing your Client Services Specialist resume, include relevant keywords such as 'client relations,' 'account management,' 'customer service,' 'client retention,' 'relationship building,' 'problem-solving,' 'communication,' and 'CRM.' These keywords will help your resume pass through applicant tracking systems (ATS) and demonstrate your familiarity with the role and industry.

A Client Services Specialist manages customer inquiries, provides support and resolves issues. For the resume, highlight customer service experience using clear examples of delivering excellent service. List technical skills like CRM software and metrics proving success, e.g. customer satisfaction scores. Keep the resume concise and tailored to requirements.

Highly motivated and customer-centric Client Services Specialist with a proven track record of delivering exceptional support and building long-lasting client relationships. Skilled in problem-solving, communication, and multitasking in fast-paced environments. Consistently exceeds client expectations and drives customer satisfaction through proactive engagement and personalized solutions.

• Managed a portfolio of high-value clients, serving as the primary point of contact and ensuring seamless service delivery.
• Implemented client success programs, resulting in a 30% increase in client retention and a 25% boost in revenue.
• Developed and delivered comprehensive product training sessions for clients, enhancing user adoption and satisfaction.
• Collaborated with cross-functional teams to identify and resolve complex client issues, maintaining an average resolution time of under 4 hours.
• Conducted regular client health checks and provided strategic recommendations to optimize their use of Zendesk solutions.
• Provided exceptional client support for Salesforce's Marketing Cloud platform, handling an average of 50+ inquiries daily.
• Maintained a client satisfaction score of 98% through proactive communication and timely issue resolution.
• Collaborated with the product development team to provide user feedback and insights, contributing to the rollout of 3 new features.
• Created and maintained a comprehensive knowledge base, reducing the average handling time by 20%.
• Mentored and trained 5 new team members, fostering a supportive and high-performing team environment.
• Served as the first line of contact for Hubspot's customer base, handling a wide range of inquiries and support requests.
• Maintained a first-call resolution rate of 85% through effective troubleshooting and problem-solving skills.
• Identified and escalated critical issues to appropriate teams, ensuring timely resolution and minimal customer impact.
• Contributed to the creation of self-service resources, including FAQs and tutorial videos, empowering customers to resolve common issues independently.
• Participated in cross-functional projects to improve the overall customer experience and support processes.
• Customer Relationship Management (CRM)
• Troubleshooting
• Multitasking
• Conflict resolution
• Product training
• Client success
• Knowledge base management
• Cross-functional collaboration
• Mentoring and training

Customer Service Resume [2024] - Examples & Guide

Looks great, right?! Follow the steps below to create a resume that’ll have employers in a frenzy to hire you.

You’re a customer service representative.

You keep customers satisfied by providing solutions to their concerns.

But now it’s time to ease your future employer’s concerns by providing a resume that shows your value as a customer service employee.

This involves highlighting your most notable skills and experiences.

Not sure how to do this?

Well, just follow the simple steps in this guide.

• An example of a finished customer service resume that works
• How to write a customer service resume that’ll fill up your interview diary
• How to make a customer service resume stand out [with top tips & tricks]

Before we get into the details, you can check the customer service resume example at the top, created with our very own resume builder .

Looking fore more specific resume examples? Check out this list of customer service resume examples:

• Barista Resume
• Bartender Resume
• Server Resume
• Waiter Resume
• Receptionist Resume
• Cashier Resume
• Event Planner Resume
• Flight Attendant Resume
• Bar and Restaurant Manager Resume

How to Format a Customer Service Resume

Before you can serve the hiring manager, you need to organize your work station!

But what do we mean by this?

Well, just like your work station, your resume needs to be arranged in a way that doesn’t lead to confusion and delays.

Choosing the correct resume format allows the hiring manager to instantly see your most notable achievements, instead of having to hunt for them. 

The most common resume format is “ reverse-chronological ”, and it is one that we always recommend to customer service representatives. 

The following two resume formats also get our approval…

• Functional Resume – If you’ve got the natural talent to help customers, but lack the hands-on experience, this resume format is recommended. A functional resume focuses on skills, which makes it ideal for those who lack experience or who have gaps in their employment history.
• Combination Resume – Have previous experience in the customer service industry? Then you may want to use this format. Specifically, the format combines both “Functional” and “Reverse-Chronological”.

Use a Customer Service Resume Template

Right, time to fire-up your text editor and get typing!

But wait there.

Although great for creating simple files, there are better alternatives when creating a customer service resume. 

You see, text editors don’t hold its structure, which can result in layout breakages.

Want to avoid an afternoon of headache? Use a customer service resume template. You can tailor any of the following resume templates for a customer service specialist resume.

What to Include in a Customer Service Resume

The main sections in a customer service resume are:

• Work Experience
• Contact Information

To really make an impression, you can also add these optional sections:

• Awards & Certification
• Volunteer Experience

Interests & Hobbies

So those are the customer service resume sections , but what do you write for each of them? 

Let’s find out!

Want to know more about the different sections? View our guide on What to Put on a Resume .

How to Correctly Display your Contact Information

You should treat your contact section with the same care that you treat your customers.

Failure to do so could result in misspellings and wrong numbers, which makes it impossible for the recruiter to offer you an interview! 

The contact information section on your resume must include:

• Professional Title – Align this to the role you’re applying for, so “Customer Service Assistant”
• Phone Number – Check each number carefully
• Email Address – Keep your email professional ([email protected]), unlike that one from your childhood ([email protected]).
• Location – City+Country
• Optional - relevant social media
• Joe Blogs - Customer Service Assistant. 101-358-6095. [email protected]
• Joe Blogs - Customer Service Hero. 101-358-6095. [email protected]

How to Write a Customer Service Resume Summary or Objective

Establishments are always on the lookout for customer service representatives.

But this fact only makes competition more intense.

And with this in mind, we shouldn’t be surprised that recruiters spend just a few seconds on each resume.

If only there was a way to get the recruiter hooked and read through your whole resume?

Fortunately, you can this with a resume summary or objective .

As a customer service representative, you know that friendly introductions go a long way. Similarly, both resume summaries and objectives are short paragraphs that introduce your skills and experiences. 

But what is the difference between a summary and an objective?

A resume summary is a 2-4 sentence summary of your most notable restaurant experiences and achievements.

• Enthusiastic customer service representative with five years of retail experience responding to all manner of customer inquiries. Career highlights included being awarded “Employee of the Month” for 36 months out of 48 months and receiving 99% positive customer survey results at XYZ Convenience. Seeking a role at ABC Tech, where my service skills can be leveraged to achieve and maintain the highest level of customer service.

A resume objective is a 2-4 sentence snapshot of your goals and aspirations.

• Passionate and hard-working student working towards graduating with a BA in History from UT Austin. Relevant experience includes serving customers in a campus bar. Eager to become the new customer service representative role at XYZ Tech to leverage interpersonal skills for the highest quality of service.

Got relevant work experience? Use a resume summary. 

Got the skills, but can’t back it up with experience? Use a resume objective.  

How to Make Your Customer Service Work Experience Stand Out

Recruiters hate nothing more than risk.

You see, their job is on the line if they hire the wrong person.

As such, you need to prove you have what it takes, and your work experience section is the easiest way to do that

Here’s the best way for customer service representatives to structure the work experience section:

• Position name
• Company Name
• Responsibilities & Achievements

Customer Service Representative 

YXZ Convenience Store

03/2017 - 04/2021

• Achieved highest up-sell rates in both 2017 (2.8%) and 2019 (3.2%)
• Worked at the customer information desk for 10+ hour shifts
• Welcomed 1000+ customers during store opening event
• Won “Employee of the Month” three months in a row by engaging with customers in personal, yet professional manner

The key here is to showcase how valuable you were to your previous employer. Doing so will have companies competing against each other for your skills.

Instead of saying…

“Spoke to all customers”

“Won “Employee of the Month” three months in a row by engaging with customers in personal, yet professional manner”

Simply put, the first sentence states that you spoke with customers, but it doesn’t say whether you were successful in doing so.  

The second statement goes into more detail and backs-up your claims with awards.

What if You Don’t Have Any Work Experience?

Maybe you’re a student looking for their first customer service job?

Or maybe, you have experience in the field, but never in a retail environment?

Don’t worry, as there are ways to get around this.

All you need are the core job skills and a willingness to learn.

And you can showcase this with related job experience or school projects. 

For example, if you’ve ever worked as a cashier, you can talk about any crossover skills and experiences. Just like a customer service representative, you were friendly, dealt with customers concerns, and operated a POS/computer. 

Use Action Words to Make Your Customer Service Resume POP!

Let’s image that you’re a job recruiter.

Sitting down to read the same generic resumes, one after another.

No one stands out. In fact, all resumes are blending into one.

This exercise highlights the importance of making your resume different from the other applicants. 

One of the best ways to do this is to use power words :

How to Correctly List your Education

After showcasing your experiences, you should delve into your education to date. 

There’s no magic tricks with this section, just enter your education history in this format:

• Degree Type & Major
• University/School Name
• Years Studied
• GPA, Honours, Courses, and anything else you might want to add

High School Diploma

Lynbrook High School, California

Graduated 2018

Still concerned about your education section?

The answers below may help you:

What if I haven’t finished my current education yet?

• No problem. Just mention your education to date

Should I include my high school education?

• It’s recommended to only include your highest form of education. If that’s your high school diploma, then list it

What do I put first, my education or experience?

• For a bartender role, your experiences always come first 

Need more advice? Check out our guide on how to list education on a resume .

Top 10 Skills for a Customer Service Resume

Whether you’re skilled enough to multi-task while on the phone or operate POS systems with ease, the recruiter is waiting to find out. 

However… to keep your resume to one page, you can’t list every skill you own.

So, which skills don’t make the cut?

It comes down to looking at the job description to identify what the company wants from their new customer service representative. 

Will the specific skill be beneficial to the company?

If so, list it!

For some inspiration, here are some of the best customer service resume skills:

Hard Skills for Customer Service Professionals:

• Computer Skills
• Mathematical Skills
• Product Knowledge
• Point of Sale (POS) Systems

Soft Skills for Customer Service Professionals:

• Personable and friendly 
• Endurance (long hours)
• Conflict resolution 
• Time management 
• Team player
• The hiring manager will typically ask interviewees for examples of when they have shown the skill listed. As such, only include skills that you actually posses.

Here’s a more comprehensive list of 100+ must-have skills this year .

What Else Can You Include?

Ask yourself one question..

Is your resume the BEST it can be?

Although we have completed every essential resume section, we have to do everything it takes to win that interview.

Adding the following sections could be the deciding factor in whether you’re interviewed for the customer service representative role or not.

Awards & Certifications

Have you ever won an employee of the year (or month) award?

Have you completed any additional courses to expand your knowledge?

Whether it’s an award or certification, make space for this section if you have something that you’re proud of.

Here are some quick example:

• Employee of the Year 2019 – XYZ Convenience 
• Learning How to Learn – Coursera Certificate

Applying to an establishment in China Town?

Then being fluent in Mandarin is a good way to shortcut your resume to the top of the pile.

Whether the job description requires it or not, being able to speak multiple languages is impressive – and no one can argue with that!

Rank the languages by proficiency:

• Intermediate

Now, you may be wondering, “how does my love of animals affect my customer service skills?”

Well, it doesn’t.

But employers want customer service representatives who will fit in with the rest of the staff.

Your hobbies allow the hiring manager to see behind your qualifications and learn more about who you REALLY are.

Here’s which hobbies & interests you may want to mention.

Include a Cover Letter with Your Resume

As a customer service representative, you need to leave a positive impression.

Your application is no different.

And the best way to leave an unforgettable impression is to write a convincing cover letter.

You see, resumes give the vital information, but nothing speaks to a recruiter like a cover letter that delves deeper into who you are and why you want the job.

Here’s how to create a structure that works.

You should complete the following sections:

Personal Contact Information

Include your full name, profession, phone number, email, and address 

Hiring Manager’s Contact Information

Include their full name, position, location, email

Opening Paragraph

To hook the hiring manager, the start of your resume needs to pack a punch. Use concise language to mention:

• The position you’re applying for
• Your experience summary and best achievement to date

Once you’ve sparked the hiring manager’s interest, you can delve further into the following specifics:

• Why you chose this specific establishment
• What you know about the establishment’s culture
• How your skills will be beneficial to the establishment
• If you have worked in similar industries or positions before

Closing Paragraph

Avoid ending the conversation abruptly, you should:

• Conclude the main points of your letter
• Thank the hiring manager for their time and the opportunity
• End with a call to action. This is a good way to continue the conversation further. A simple “At your earliest opportunity, I’d love to discuss more about how I can help XYZ with...” will work.

Formal Salutations

Although this letter shows your personal side, the letter should end professionally. Use something like, “Kind regards” or “Sincerely.”

For extra advice and inspiration, read our step-by-step guide on how to write a cover letter .

Key Takeaways

You know your customer service skills are good enough to get the job.

And if you follow the above advice, the recruiter will know that too!

Let’s conclude what we’ve learnt:

• The resume format needs to suit your specific situation. Prioritize the reverse-chronological format, and then follow the content layout tips
• Use an attention-grabbing resume summary or objective
• In your work experience section, show your value by highlighting your most relevant and best achievements, rather than day-to-day duties
• Attach a convincing cover letter for a personable application

That was a lot of information, but now you’re all set to make a Customer Service resume of your own!

Suggested Reading:

• Resume Keywords and How to Use Them
• Should You Include a Photo on Your Resume in 2024?
• The Best Strategy for Getting a Raise [+Examples]

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26 Customer Service Resume Examples for 2024

Customer Service Resume

• Customer Service Resumes by Experience
• Customer Service Resumes by Role
• Writing Your Customer Service Resume

As the face of the organization, the customer service team is instrumental in building and maintaining a business’s reputation.

To be a successful customer service professional, you must have a wide-ranging skillset—patience, empathy, critical thinking, and detailed knowledge of your company’s products or services.

With such a tall order, you shouldn’t also have to be an expert at  building a resume . Our easy  resume tips  are available at your fingertips!

We’ve analyzed countless resumes and  chosen the 26 best customer service resume samples to help you land your next job in 2024 .

Furthermore, we’ll share our recommendations and advice so you can put your best foot forward on your resume; before you know it, you’ll also be ready to tackle your  customer service cover letter !

or download as PDF

Why this resume works

• The best way to do this is by making your points concise and highly relevant to the job to which you’re applying. If you include a  resume summary , tailor it to the business to which you apply. As a rule of thumb, the more you customize and  fine-tune your resume  for each job application, the more likely you are to get an interview. 

Entry-Level Customer Service Resume

• Choose two tastefully contrasting fonts: one for your section headers, and one for your body text. 
• Leverage white space throughout your resume to give it a clean, easy-on-the-eye, professional feel.
• We suggest bold (but not garish) colors in the header and titles to draw attention.
• Say goodbye to excess white space by adding some relevant projects you’ve worked on.
• Just make sure they relate to the  customer service job description  and emphasize your most relevant skills.

Customer Service Associate Resume

• Something very impressive on a  customer service associate resume  is when you’ve gone the extra mile to be certified. Definitely include any licenses or certifications you have in a dedicated “Certifications” section.
• Our  user-friendly resume templates  and  Google Docs resume templates  allow you to quickly add a section just for certificates and licenses.
• For example, “Handled an average of 40+ customer complaints per day with a 93% customer satisfaction rate.”

Customer Service Manager Resume

• Don’t worry though! You can easily tailor it by mentioning the specific job title you’re seeking, the company’s name, and any position-specific skills you’ve learned.If these kinds of details paralyze you, take a breath; now, start off your  resume-building  adventure with one of our  free resume templates  or  Google Docs interactive resumes  that already have sections laid out for your objective.
• Though including a  resume objective  is optional, we recommend one if you’ve had a career change, are entry-level, or simply need to effectively fill a little space on your resume.
• If you choose to add it, make sure it’s unique and personalized for every application you submit. That’s right. Every single one.

Customer Service Lead Resume

• Also, a technical support specialist position might have refined your problem-solving skills and technical knowledge, essential for resolving issues beyond the first line of support. A moment or two when your leadership stance shone brightly is a welcome addition to your customer service lead resume.

Airline Customer Service Resume

• In the same line, use larger fonts to draw the hiring manager’s attention to different essential parts of your resume. For example, role titles should be in a larger font and title case format, while terms accentuating your skills, hobbies, contact information, and education should be in uppercase.

Customer Service Call Center Resume

• It’s fine even if you mention them in other unrelated job roles. Just ensure that you clearly state how your assistance helped customers in a particular scenario.
• If you run out of room in your resume, remember that a cover letter generator can help you expound quickly on the details you care about sharing.

Customer Service Bank Resume

• Even if it’s only a short stint, mention how you went beyond resolving technical issues at a desk by adding your ability to make personalized follow-ups, maintain high-data accuracy rates, and implement any customer feedback provided.

Insurance Customer Service Resume

• Remember that expertise in communication efficiency, accurate responses align well with the requirements of the role since you will be handling customers.

Client Service Manager Resume

• And if you may, add your metrics on improving customer satisfaction to further prove your potential.

Customer Service Specialist Resume

• Luckily, customer service is typically a metric-heavy role. From sales to customer reviews to retention, there’s a lot of numbers you can draw upon, such as customer satisfaction scores, how many customers you helped, and sales targets you exceeded.
• Metrics draw the eye of the resume reader and increase the length of time they’ll review your  customer service specialist resume , which increases your likelihood of getting an interview. Since a hiring manager will, on average, spend six seconds reviewing your resume, hooking their attention quickly is key.

Retail Customer Service Clerk Resume

• The structure of your  retail customer service resume  can either help or hurt the flow of the employer’s reading experience and affect whether or not you get that interview.
• We suggest you experiment with an array of  resume templates  and go for the one that zooms in on your greatest selling points.
• Sprinkle in impressive numerical metrics such as team headcounts, sales targets met, and payment processing accuracy percentages whenever possible.

Customer Success Manager Resume

• Challenge yourself to prove your impact with metrics.
• For example, how much time did you save in labor hours? How much did you increase profits for the company? Provide any details that show how quickly you could boost numbers at the next business that’s smart enough to hire you. 
• Striking a good balance between hard and soft skills is tricky, but doable—the  skills section on your resume  can emphasize the soft skills that made those impressive numbers happen in the first place.

Bilingual Customer Support Resume

• For example, you can mention the number of reward program members you signed on, the number of customers you helped per shift, the number of performance-based awards you earned, and the percentage of bilingual clients who specifically returned to you for assistance.
• Pass the automated tracking system filter by peppering your skills section with relevant keywords you’ve taken the time to mine from the  job description .
• Just be sure the keywords you glean from the job description truly match the skills you possess! Better to be a master of a few talents than have a surface knowledge of many.

Customer Service Consultant Resume

• Having trouble breaking up with the roles you had in high school? You can save old positions in a separate document, just in case. Just reassure yourself that you can discuss this expertise during an interview.
• Rather than cramming your work experience down to microscopic font size, try honing in on your most relevant work history. 
• Since you probably have plenty of experience, you may want to consider including a  resume summary , which can give a valuable overview of your skills and how they’ve driven results over the course of your lengthy (10+ years for a summary) career. 

Customer Service Agent Resume

• As long as you’re not distracting from the content of your resume, go ahead and get a little creative. 
• Do this by  organizing your resume  into distinct sections (subheadings are your friend), and use an unexpected pop of color to draw on your personality. Who said your resume has to be boring? 
• Focus on adding hard skills, like Zendesk, Salesforce, and Microsoft Word.

Customer Service Success Specialist Resume

• Hiring managers in the customer service field often have less than a minute to review your resume, so it’s important that you place the most relevant information where they’ll see it! 
• Emphasize growth in your career by ordering your work experience in a  reverse-chronological resume format , meaning that your most recent experience will be listed at the top of the page. 
• Including numbers in your work experience bullet points shows the employer that you’re great at your job! Ultimately, they’re looking for specialists who can perform the job well, and numbers prove that you can. 

Customer Service Coordinator Resume

• That’s right. Your resume doesn’t need to look computer-generated to command respect. In fact, using a sprinkle of color can demonstrate your confidence and individuality, making you an even more appealing candidate. 
• A word of caution: While more companies are valuing the individuality and flair of applicants, there are times when toned-down colors (like deep navy, slate gray, or hunter green) may be more appropriate. This can be especially true if you’re applying to a larger corporate business. Determine what’s best by investigating the  customer service job description’s  work culture.

Customer Service Advisor Resume

• Now, that doesn’t mean you need to bring the entire color wheel to your resume. Instead, focus on grabbing recruiters’ attention by using one or two colors for your section titles. You can start from scratch to find a visually-appealing color, or use a  resume template  if you’re not artistically inclined. 
• Take your resume personalization to the next step by adding a  career summary  section if you’re a total pro in the field with more than a decade of experience. Use this section for some humble bragging and tell hiring managers about your biggest accomplishments over the course of your career. Because if there’s any good time to brag, it’s on your resume, right?

Customer Service Technician Resume

• It’s surprisingly easy! Using hard numbers throughout your resume makes hiring managers slow down and read more carefully, plus using metrics supercharges your resume clout and indicates that you know your value (literally). 
• Don’t be afraid to highlight your  hobbies and interests on your resume .
• But, please, please ensure you can relate them to the job. If you’re including a super interesting hobby, a hiring manager is almost certainly going to ask you all about it. You better 1.) actually do that hobby, and 2.) be able to relate that hobby to relevant customer service tech job skills. 

Customer Service Representative Resume

• So, instead of simply adding ‘Sales’ as a skill in your customer service representative resume , use an example of where and how you used said skillset. Try, “Boosted high-end electronic sales by 34% through deep product knowledge and personalized demonstrations.”

Call Center Customer Service Resume

• Format your resume so that your most recent experience and achievements are at the top of your call center customer service resume . By doing this, you’re presenting those highlights in a way that they’re the very first thing a recruiter will probably look at.

Professional Customer Service Resume

• Let’s say you have a Certified Customer Service Professional (CCSP) certification on your professional customer service resume—it immediately lets a potential employer know you’re well-equipped and ready to provide exceptional customer service.

Customer Service Supervisor Resume

• If you know your way around a specific CRM or management software, don’t miss the opportunity to add it to your customer service supervisor resume and show an employer you’re a well-rounded candidate.

Remote Customer Service Resume

• By using a remote customer service resume template that’s clutter-free and spotlights what’s really important, you can show a recruiter what they need to see to form a positive opinion of you.

Customer Service Sales Resume

• Let’s take the poetry writing, portrait sketching, and vector illustration mentioned in this customer service sales resume . They convey that you have a knack for being creative, understanding design, and paying attention to detail—all of which will come in handy in your professional role.

Related resume guides

• Receptionist
• Sales Associate
• Front Desk Receptionist

4 Tips to Improve Your Customer Service Resume Today

Customer service resumes have gone beyond a simple list of experiences and education that prove your worth. Now, they’re as varied as the candidates themselves. Before writing a resignation letter and applying for your next job, check out BeamJobs’ list of recommendations to make your resume sound professional, look neat, and prove without a doubt that you’re the best candidate. We’ll cover:

• Customer service skills
• Formatting your customer service resume
• Quantifying your previous impact
• Customizing your resume for each job

Tip 1: Confidently choose your customer service skills

The  skills section of a resume  might be short, but it packs a punch. This is where you sell what you’re capable of and what you can do. This section is especially important for ATS to keep you in the running, so it’s crucial to pay attention to what skills you possess.

You should list both hard skills (like Microsoft Office Suite, HubSpot, or HelpDesk) and soft skills (like organization, problem-solving, and interpersonal communication). The best place to find applicable skills would be the job description itself—see what’s required for the tasks listed, and then use those tasks to steer you in the right direction.

Let’s say you run across a  customer service job description  requesting bilingual support like this:

• Answer telephone calls and emails promptly in Spanish and English
• Maintain and extend client base through positive customer interaction
• Excellent verbal and written skills in both Spanish and English
• Strong organizational and analytical skills 
• Flexible—must be able to work independently AND with a team daily

Based on the job description, it’s clear this company values a bilingual, organized individual who is an effective communicator. These skills (as long as they accurately define you) should serve as the foundation of your skills section. And a word to the wise—don’t apply for a job if you can’t honestly say you own the skill set required. 

Now, it’s time to tailor your skills section to the job description, which could look like this:

• Bilingual (Spanish and English)
• Organized 
• Strong verbal and written communication 
• Proven customer success 
• Empathetic 
• Methodical and thorough documentation 
• CRM (HubSpot)

Not every customer service job description will look like the one above, so your skills section should reflect the role for which you’re applying.

The following skills would be great additions to other customer service positions:

• Data analysis
• Metrics-driven
• Customer service reporting
• Self-motivated
• Social media
• Creative problem-solver
• Inquisitive

Tip 2: Format your resume for the ATS and recruiters 

When you open the pages of a book, what’s more inviting: dense blocks of text with little color or short paragraphs with headings, indents, and plenty of white space? The latter is easier to read and, thus, more inviting. Your customer service resume needs to follow the same principle since it’s your first impression. Make the recruiter’s job as easy as possible by being neat, easy to read, and understandable. 

There are multiple ways to achieve this, but one of the easiest is to put things in  reverse-chronological format . This helps recruiters know immediately where you’re coming from. (For example, if you recently worked as a customer service representative, you’ll have a shorter adjustment period. And even if you were a customer service rep a few years ago, the reverse-chronological order will help recruiters quickly assess your qualifications.)

Further suggestions for keeping your resume easy to read: 

• Bullet points rely on keywords, essential for making your resume ATS-friendly. The condensed structure and repetitive points also relieve eye strain when reading.
• Place the customer service title beneath your name to make it easier for the recruiter to keep that specific job in mind as they scan your resume. This is especially crucial when a company is hiring for multiple positions.
• The average time a recruiter spends looking at a resume is six to seven seconds, which means you should only include necessities. Anything else that’s relevant can be brought up in the job interview.
• Some companies see them as antiquated, but others like knowing exactly what you’re aiming for. Scan resumes in the job field to see if others include them, and consider reaching out to current employees on LinkedIn for advice.
• Primarily, fancy icons or images may confuse the ATS. Beyond that, leaving them off your resume looks more professional; plus, it leaves room for more important things, like skills or awards.

Objective or summary for your customer service resume?

Objectives and summaries  are a hot topic for resumes. It’s up to you to decide if an objective or summary is needed for your customer service resume. Typically, objectives/summaries are a good idea if you’re changing careers, you’re an entry-level applicant, or if you want to customize them for each application. Otherwise, it would be best to leave space for other things.

The difference between objectives and summaries rests in their purpose and your level of experience. Both are roughly two to three sentences, but  an objective describes your interest and qualifications for the job while a summary highlights your past work . If you have limited experience, you should choose an objective to sell why you’re the best candidate, but if you’re years into customer service, you could include a summary to describe your unique background.

No matter if it’s a summary or an objective, it should always be concise, informative, and personal ; this is your chance to show your personality and skills before the interview, so make it count.

When you write your objective, communicate your reason for applying and why you’d make a great candidate. Avoid making it generic, flat, or too casual: 

• College graduate looking for work in the customer service industry to start a life-long career. I’m hardworking, great with people, and skilled with computers.

Instead, your objective should be specific, detailed, and unique to both you and the job description. Try something that highlights your skills regardless of your experience level:

For those who have 10+ years of experience, a summary is the best way to go. Poor summaries have limited and vague information:

• I’m a manager who is seeking further professional growth. I’m good at resolving conflicts, handling money, and writing reports; looking for a job that will give me experience and career options.

Rather, a summary should be a highlight reel of your accomplishments and expertise. To further showcase your talent, add metrics here, too:

This summary is tailored to the position and outlines the candidate’s experience and skills while being personable and not too formal. By carefully crafting your objective or summary, you can rise above the competition in just two to three sentences.

Tip 3: Leverage metrics on your customer service resume 

Leveraging metrics is all about avoiding generality and demonstrating success. Most job description bullets don’t describe how successful, friendly, or efficient you were. However, saying, “Assisted 200+ customers weekly with technical questions with a 98% customer satisfaction rate,” tells the recruiter the specifics of your talents and abilities. 

Writing metrics for every single bullet point isn’t necessary, but including an estimate when you can is better than staying vague.

Some customer service metrics to add to your resume include:

• Customer satisfaction (CSAT) score: The core aspect of customer service is keeping customers happy, so providing high CSAT scores based on your interaction with customers is bound to get recruiters noticing.
• Net promoter score: Just like the CSAT, this gives an insight into how happy customers are with the company. 
• Employee retention rate: This statistic works well if you’re in a management position with a tight-knit group. That means your leadership has a direct effect on how many customer service reps leave or stay.
• Resolution rate: By showing a percentage of solved cases, you demonstrate your effective problem-solving skills and care for the customer.
• Customer effort score: This shows how much effort it took to get an issue resolved. Less effort means you’re easier to work with and more effective, which is why a low CES score is useful to add to your resume.
• Customer/employee numbers: Providing the number of teammates, employees, or customers you’ve helped or served is a great way to show your capability in helping large volumes of people.

Now that you know what kind of metrics to include, below are some examples of how you can use them in practice. If you have trouble calculating some of the aforementioned metrics,  HelpCrunch  or  Kustomer  have some helpful formulas. 

• Assisted over 250 patrons with technological questions monthly with a consistent 86 CSAT score based on interactions
• Extended the client base through positive, empathetic communication, resulting in a net promoter score of over 50
• Led a group of 20 employees through conflict resolution training, and updated onboarding processes that improved employee retention by 23%

Tip 4: Customize your customer service resume for the job 

Just as every company is different, no customer service position is identical. So, why would you submit the same resume for multiple customer service job applications? Tailoring your resume shows you have researched the job and helps corroborate your candidacy.

Check the following list for advice on how to customize sections of your resume:

• Mention the company by name and what you hope to accomplish. Check the “job details” section of the job description to see what the company hopes to achieve, whether it’s boosting customer loyalty or increasing customer satisfaction.
• Many customer service jobs require similar skills, but that doesn’t mean your skills should stay stale. Check the job description’s qualifications to scan for skill keywords to use. Keep it under 10 to avoid being excessive.
• Include the job description requirements in your resume as much as you can. If the job description says they’re looking for someone who will “standardize quality customer service through positive customer interactions,” mimic that wording on your resume to describe your past achievements. This helps make your resume ATS-friendly while highlighting your skills.
• No matter the customer service role you’re seeking, there are many ways to  write your resume  so that it’s relevant and unique to every application:

Customer service resume

• All of these are good ways to customize your job description points.
• Include a concise objective that mentions the company by name, and highlight why you’re qualified for the job.
• Have you assisted large volumes of customers or boosted overall customer numbers? Have you increased efficiency or used specific software discussed in the job description? 

Customer service rep resume

• Outcomes like increased sales or error reductions are great metrics to include.
• Highlight skills like empathy, friendliness, and negotiation in your skills section and job description bullets.
• Include your goals for your interactions with customers, like “established lasting relationships” to draw attention to your interpersonal skills.

Customer service manager resume 

• Use verbs like “directed,” “led,” or “modeled” to demonstrate productive leadership.
• Include a summary to showcase the success of your career so far and what you can bring to your new job.

Entry-level customer service resume

• For example, if you were a lab assistant, you had to be highly organized and a great problem-solver, which would work well in a customer service resume.
• Stress your ability to work well with people—include any courses,  extracurricular projects , or volunteer efforts where you interacted with people consistently. 

Retail customer service resume

• Include past experience where you solved problems, troubleshot issues, or resolved disagreements.
• Anything relating to product management would be an excellent addition—think of past jobs that dealt with marketing or sales, especially if you can provide metrics like increased revenue or reaching sales targets.

Customer success manager resume

• CSMs must be able to see trouble coming and steer clear, so include responsibilities where you proactively and positively improved the customer’s experience.
• Resilience and tenacity are two core elements of the customer success journey, so long-term projects and goals are solid additions to prove you’re willing to spend the time to get something done right. 

Bilingual customer support resume

• Include all languages in which you’re fluent in the skills section. Also, make sure to highlight your bilingual (or multilingual) abilities in your objective or summary.
• Mention how you improved your customer service strategies or practices as this will show you actively make customer experiences better for everyone.

Customer service consultant resume

• CSCs are also great advocates for both the customer and the company. They see things from both the customer’s perspective and the company’s, so keep your resume balanced between your advancements for the company and your success with customers.

The keys to your customer service resume

Resumes are your first impression, so it’s important you make a good one. By taking the extra time to customize and adjust your customer service resume, you’ll catch the eye of hiring managers. With your list of relevant skills, professional formatting, specific job metrics, and customized additions, your resume is sure to stand out from the competition.

Upload your resume to our  resume checker  to see if your resume meets our AI-powered recommendations. If you’re starting from scratch, use our  resume builder , which allows you to create resumes from the ground up with helpful hints and tools from BeamJobs. If you’ve made it this far, it’s safe to say you’re well on your way to crushing your customer service resume!

• • Processed 1000+ customer requests annually while maintaining high levels of customer satisfaction.
• • Handled 50+ customer inquiries daily, providing detailed information on insurance products and services.
• • Managed relationships with 150+ small business owners, generating additional revenue through strategic partnerships.
• • Exceeded quotas by 20% on average, contributing to a 10% increase in overall company sales.
• • Participated in the rollout of a customer relationship management software, improving the efficiency of customer data tracking.
• • Recognized as Employee of the Month in March 2017 for exceptional customer service and sales.
• • Managed a portfolio of 200+ clients, optimizing their insurance plans based on individual needs.
• • Exceeded retention goals by 15%, maintaining a 90% retention rate through proactive account management.
• • Achieved Top Agent award for the highest sales in Q3 2016.

5 Client Support Specialist Resume Examples & Guide for 2024

Your client support specialist resume must highlight your excellent communication skills. Show that you have both patience and clarity when dealing with customer inquiries. Ensure that your problem-solving abilities take center stage on your resume. This demonstrates your capacity to handle challenges efficiently and improve customer satisfaction.

All resume examples in this guide

Traditional

Resume Guide

Structuring your client support specialist resume to engage recruiters.

Designing your client support specialist resume experience to grab recruiters' attention

Highlighting your client support specialist skills

Highlighting education and certification on your client support specialist resume, should you add a summary or objective to your client support specialist resume, additional sections to amplify your client support specialist resume, key takeaways.

A significant resume challenge for Client Support Specialists is effectively showcasing their communication and problem-solving skills in a succinct yet impactful manner. Our guide can assist by providing specific examples and templates to help you articulate these critical competencies, translating your experience into compelling, quantifiable achievements on your resume.

Dive into our comprehensive guide to crafting a standout client support specialist resume:

• Discover client support specialist resume samples that have secured positions at top-tier companies.
• Master the aesthetics of your resume layout for maximum impact.
• Strategically present your achievements and skills across various resume sections.
• Convey to recruiters why you're the perfect fit for the job.

Recommended reads:

• Call Center Customer Service resume
• Entry-Level Customer Service resume
• Customer Service Associate resume
• Client Partner resume
• Customer Support Engineer resume

The presentation of your client support specialist resume is crucial.

Is it easy to read and well-organized? Does it have a logical flow?

Avoid overwhelming recruiters with a cluttered document. Instead, follow these best practices to ensure a consistent resume format :

• Include a header in the top third of your client support specialist resume for easy contact and quick access to your professional portfolio or LinkedIn profile.
• In the experience section, start with your most recent role and detail your career in a reverse-chronological order .
• Unless specified, submit your resume as a PDF to maintain its layout. Some companies might request other formats.
• If you're applying for a senior position and have over a decade of relevant experience, a two-page client support specialist resume is acceptable. Otherwise, aim for a single page.

Upload your resume

Drop your resume here or choose a file . PDF & DOCX only. Max 2MB file size.

Your resume will likely be processed by an Applicant Tracking System (ATS). Ensure your header, summary, or objective incorporates essential skills required for the role.

Essential components for your client support specialist resume:

• Header: Feature your name prominently. If you have a notable degree or certification, append it next to your name. Include contact details, a link to your portfolio, and a concise headline.
• Summary or Objective: Align your professional trajectory and standout achievements with the desired role.
• Experience: Craft concise bullet points, highlighting tangible successes and contributions.
• Skills: Showcase them throughout your resume and consider a dedicated sidebar for emphasis.
• Education & Certifications: Reinforce your credibility and demonstrate your commitment to the industry.

What recruiters want to see on your resume:

• Excellent customer service skills: Prior experience in dealing with diverse clients, solving their problems, and maintaining high satisfaction levels.
• Technical proficiency: Knowledge of relevant support tools, platforms, and systems used for handling client issues.
• Problem-solving abilities: Demonstrated expertise in diagnosing issues and providing quick and effective solutions.
• Communication skills: Strong written and verbal communication capabilities for explaining complex issues in a simple and understandable manner.
• Team collaboration: Experience working closely with other teams like sales, product, and engineering to address client needs and improve overall service.
• Resume Icons
• Resume Margins

Designing your client support specialist resume experience to grab recruiters' attention

For the client support specialist position, it's crucial to show how your expertise matches what they're looking for.

Your resume experience section can be a game-changer. Ensure you:

• Feature roles most relevant to the client support specialist job you're targeting.
• Avoid diving too deep into ancient history - unless what you did a decade ago is super relevant to the client support specialist role.
• Structure each bullet to first describe what you did, followed by the skills you utilized, and then the impact of your efforts.
• Quantify your achievements with numbers, possibly highlighting the broader impact on the organization.
• Emphasize transferable skills - those you've gained in past roles that could be valuable in your new role. This showcases your unique professional value.

Crafting the experience section doesn't mean detailing every job you've ever had. Check out the client support specialist resume samples below to see how top professionals present their experience.

• Provided comprehensive client support to customers, resolving technical issues and ensuring satisfaction.
• Collaborated with cross-functional teams to develop and implement solutions, resulting in a 20% increase in customer retention.
• Conducted product training sessions for clients, enhancing their understanding and utilization of the software.
• Managed a high volume of customer inquiries via email and phone, maintaining a response time of under 24 hours.
• Utilized CRM software to track and document customer interactions, ensuring accurate and up-to-date information.
• Delivered exceptional client support, troubleshooting hardware and software issues to provide timely resolutions.
• Collaborated with the development team to test new features and identify bugs, leading to improved product stability.
• Assisted in the onboarding process of new clients, guiding them through the setup and configuration of our software.
• Led a project to revamp the company's knowledge base, resulting in a 30% reduction in support ticket escalations.
• Created and delivered training materials for internal staff, ensuring consistent quality of support services.
• Managed a portfolio of key accounts, providing personalized support and building strong client relationships.
• Analyzed customer data and conducted market research to identify opportunities for upselling and cross-selling.
• Implemented a customer feedback system, resulting in a 25% increase in customer satisfaction scores.
• Collaborated with the product team to prioritize and advocate for feature requests based on client needs.
• Developed and delivered product demos and presentations at industry conferences and client meetings.
• Provided technical support to clients, troubleshooting software issues and guiding them through problem resolution.
• Served as the primary point of contact for key enterprise clients, ensuring their needs were met effectively.
• Collaborated with the sales team to identify upselling opportunities, resulting in a 15% increase in revenue.
• Assisted in the development and execution of user acceptance testing for new product releases.
• Led a project to develop and implement a customer self-service portal, reducing support ticket volume by 20%.
• Handled incoming client inquiries, resolving issues related to software functionality and configuration.
• Conducted remote troubleshooting sessions to diagnose and resolve technical problems efficiently.
• Assisted in the creation of user guides and knowledge base articles to facilitate self-help for clients.
• Collaborated with the engineering team to provide feedback on product enhancements and bug fixes.
• Recognized as a top performer, consistently meeting or exceeding customer satisfaction targets.
• Managed a team of client support specialists, ensuring high-quality service delivery and customer satisfaction.
• Developed and implemented standard operating procedures to streamline support processes and improve efficiency.
• Collaborated with the product management team to prioritize feature enhancements and bug fixes based on customer feedback.
• Implemented a customer relationship management system, resulting in a 40% improvement in response time.
• Led a project to migrate clients to a new software version, successfully minimizing downtime and client disruptions.
• Provided technical assistance to clients via phone, email, and live chat, ensuring prompt issue resolution.
• Collaborated with the QA team to conduct product testing and identify areas for improvement.
• Assisted in the development and delivery of training programs for new client support team members.
• Coordinated with the sales department to onboard new customers and facilitate a smooth transition.
• Participated in cross-functional projects, contributing to the development of new support strategies.
• Acted as the primary contact for enterprise-level clients, addressing their complex technical inquiries and issues.
• Collaborated with the development team to reproduce and troubleshoot software defects reported by clients.
• Conducted remote training sessions for clients, ensuring successful adoption and utilization of the software.
• Developed and maintained a knowledge base of technical solutions, reducing average resolution time by 25%.
• Assisted in the creation of product documentation and user guides to enhance client self-service capabilities.
• Managed a team of client support representatives, providing coaching and guidance to maximize performance.
• Collaborated with the product development team to identify and prioritize bug fixes and feature enhancements.
• Implemented a customer feedback program, resulting in a 20% increase in customer satisfaction ratings.
• Led the implementation of a new ticketing system, improving response time and ticket management efficiency.
• Developed and delivered training materials for clients, empowering them to utilize the software effectively.
• Provide comprehensive client support via phone, email, and chat, addressing inquiries and troubleshooting issues.
• Collaborate with cross-functional teams to resolve complex technical problems, ensuring customer satisfaction.
• Conduct product demonstrations and training sessions for clients, facilitating successful adoption and utilization.
• Manage a high volume of support tickets, consistently meeting or exceeding response and resolution time targets.
• Utilize CRM software to track customer interactions, maintaining accurate records and driving efficient workflows.

Quantifying impact on your resume

• Include the number of clients or accounts you managed, as this shows your capacity for maintaining client relationships and multitasking.
• Specify the percentage of customer retention you achieved, indicating your ability to maintain business and foster loyalty.
• Mention the number of support tickets you handled daily or monthly, demonstrating your efficiency and time management skills.
• Highlight any reductions in customer complaints or issues. Quantifying this can illustrate your problem-solving capabilities and impact on customer satisfaction.
• Note your average response and resolution times, showing your promptness and dedication towards customer needs.
• List any sales metrics if you upsold or cross-sold products, which speaks to your commercial acumen and persuasion skills.
• Provide data on how much you improved customer satisfaction scores, reflecting your communications skills and service dedication.
• Indicate the scale of teams, projects or budgets you worked with, to show leadership and financial responsibilities, respectively.

Strategies for candidates with limited resume experience

Lack of extensive experience doesn't mean you can't make a strong impression. Here's how:

• Thoroughly understand the role's requirements and reflect them in key resume sections.
• Highlight transferable skills and personal attributes that make you a valuable candidate.
• Use the resume objective to articulate your growth vision within the company.
• Emphasize technical alignment through relevant certifications, education, and skills.

Remember, your resume's primary goal is to showcase how you align with the ideal candidate profile. The closer you match the job requirements, the higher your chances of securing an interview.

• Job Shadowing on Resume
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The wording of your experience items should be with active, power verbs, instead of adjectives. Always be specific about each item you detail, and never overuse vague buzzwords. You weren't just "organized", but rather "Enhanced internal work processes to optimize operational management by 65%".

Recruiters look for a mix of technical and personal skills in your client support specialist resume.

Technical or hard skills are specific tools or software you use for the job. They're easy to spot through your education and work achievements.

On the other hand, soft skills like communication or adaptability show how you work with others. They come from both your personal and work life.

To showcase your skills:

• Have a skills section for technical abilities and another for personal strengths.
• Be clear about your skills. Name the exact tools you use and describe how you've used your soft skills.
• Avoid common terms like "Microsoft Office" unless the job specifically asks for them.
• Choose up to ten key skills and organize them in different sections of your resume.

Make your resume pop with top technical and personal skills that recruiters value.

Top skills for your client support specialist resume

Customer service

Technical troubleshooting

Product knowledge

Data analysis

CRM software proficiency

Communication tools (email, live chat, phone)

Documentation skills

Understanding of support processes and practices

IT literacy

Knowledge of relevant industry

Active listening

Problem solving

Excellent communication

Time management

Adaptability

Positive attitude

Attention to detail

Don't go all over the place with your skills section by listing all keywords/ buzzwords you see within the ad. Curate both hard and soft skills that are specific to your professional experience and help you stand out.

Your education section is a testament to your foundational knowledge and expertise.

• Detailing your academic qualifications, including the institution and duration.
• If you're still studying, mention your anticipated graduation date.
• Omit degrees that aren't pertinent to the job.
• Highlight academic experiences that underscore significant milestones.

For client support specialist roles, relevant education and certifications can set you apart.

To effectively showcase your qualifications:

• List all pertinent degrees and certifications in line with the job requirements.
• Include additional certifications if they bolster your application.
• Provide concise details: certification name, institution, and dates.
• If you're pursuing a relevant certification, indicate your expected completion date.

Your education and certification sections validate both your foundational and advanced knowledge in the industry.

Best certifications to list on your resume

• ServiceNow Certified System Administrator (CSA) - ServiceNow
• Microsoft Certified: IT Professional (MCITP) - Microsoft
• CompTIA A+ Certification - CompTIA
• HDI Support Center Analyst (HDI-SCA) - HDI
• AWS Certified Cloud Practitioner - Amazon Web Services

If you're in the process of obtaining your certificate or degree, list the expected date you're supposed to graduate or be certified.

• Cum Laude on Resume
• Continuing Education on Resume

Choose between:

• Resume summary to match job needs with your top wins.
• Resume objective to share your career goals.

Both should tell recruiters about your best moments. Keep them short, around five sentences. Check out our sample structures for guidance.

Resume summary and objective examples for a client support specialist resume

• With over 7 years of experience as a Technical Analyst, I am keen on transferring my exceptional problem-solving capabilities into the Client Support Specialist role at XYZ Corp. My proficiency in SQL, Python, and CRM systems, combined with my proven record of boosting client satisfaction by 60%, will contribute to your customer success goals.
• As an accomplished Project Manager in the construction industry, my 10-year journey has honed my communication, troubleshooting, and team coordination skills. I aspire to leverage these skills and my aptitude for tech solutions like Jira and Excel to excel as a Client Support Specialist at ABC Company.
• An experienced Financial Advisor seeking to transition into client support. In my 8-year tenure, I became proficient in utilizing CRM software and honed my ability to resolve complex issues quickly. This, coupled with my achievement of increasing client retention by 40%, makes me a strong contender for the Client Support Specialist position at DEF Industries.
• A seasoned teacher with 15 years under my belt, my expertise lies in active listening and conflict resolution. I seek to use these transferable skills along with my newfound knowledge of Zendesk and Salesforce for effective client support at GHI Services.
• Recent graduate in Information Systems with a passion for helping others resolve technical problems. Possessing hands-on experience in database management from academic projects, I aim to enhance the client experience at JKL Incorporated by resolving their technical issues efficiently.
• As a newly certified IT professional, my objective is to combine my knowledge of C++ and Java with my natural people skills to deliver superior customer service at MNO Tech. I am focused on using my quick learning abilities to understand client queries and provide accurate solutions promptly.

To further personalize your resume and showcase a broader spectrum of your professional journey, consider adding:

• Projects that highlight your hands-on experience.
• Awards that recognize your industry contributions.
• Volunteer work that underscores your community involvement and soft skills.
• Hobbies that offer a glimpse into your personality and passions.
• Your resume's layout should be both visually appealing and content-rich.
• Emphasize achievements that resonate with the job's requirements.
• Detail your skills, both technical and interpersonal, with real-world examples.
• Ensure the top section of your resume provides a clear snapshot of who you are and what you offer.
• When detailing experience, focus on tasks, actions, and their outcomes.

Looking to build your own Client Support Specialist resume?

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1 Client Services Specialist Resume Example for Your 2024 Job Search

Client Services Specialists are the architects of customer satisfaction, meticulously crafting experiences that foster loyalty and trust. Just like a Client Services Specialist, your resume must be designed to engage its audience, providing a personalized narrative that assures potential employers of your capability to handle their needs with precision and care. In this guide, we'll explore the blueprint of standout Client Services Specialist resumes that effectively communicate your expertise in managing and elevating client relationships.

Resume Examples

Resume guidance.

• High Level Resume Tips
• Must-Have Information
• Why Resume Headlines & Titles are Important
• Writing an Exceptional Resume Summary
• How to Impress with Your Work Experience
• Top Skills & Keywords
• Go Above & Beyond with a Cover Letter
• Resume FAQs
• Related Resumes

Common Responsibilities Listed on Client Services Specialist Resumes:

• Act as the primary point of contact for clients, addressing their inquiries and resolving any issues related to services or products.
• Build and maintain strong, long-lasting client relationships by providing exceptional customer service and follow-up.
• Understand client needs and requirements to offer suitable solutions, upsell or cross-sell products and services as opportunities arise.
• Coordinate with internal teams, such as sales, marketing, and product development, to ensure client needs are met and feedback is communicated.
• Manage and update client accounts, ensuring accurate record-keeping of client interactions, transactions, and preferences.
• Develop a thorough understanding of the company's products or services to provide knowledgeable support to clients.
• Monitor client satisfaction through surveys, feedback, and other communication, and implement improvements based on the results.
• Prepare reports on account status, transactions, and renewals, and present to management as needed.
• Assist with challenging client requests or issue escalations as needed and follow through to ensure resolution.
• Conduct business reviews to ensure clients are satisfied with their products and services.
• Identify opportunities to grow business with existing clients and collaborate with the sales team to ensure growth attainment.
• Provide training and guidance to clients on how to use the company's products or services effectively.

You can use the examples above as a starting point to help you brainstorm tasks, accomplishments for your work experience section.

Client Services Specialist Resume Example:

• Orchestrated a client account restructuring initiative that improved service delivery efficiency by 30%, resulting in a client satisfaction score increase of 25% within a year.
• Developed and executed a targeted upsell strategy that boosted revenue by 18% quarter-over-quarter through personalized client engagement and understanding of client needs.
• Implemented a comprehensive client training program that led to a 40% reduction in support tickets, enhancing client autonomy and product satisfaction.
• Managed a portfolio of 50+ client accounts, leading to a 95% retention rate through proactive communication and strategic relationship-building efforts.
• Collaborated with the sales and marketing teams to create compelling case studies and testimonials, contributing to a 20% increase in lead conversion rates.
• Negotiated and renewed key client contracts with improved terms, securing an average of 15% increase in annual contract value while maintaining a high level of client trust and loyalty.
• Streamlined internal processes by integrating a new CRM system, resulting in a 50% reduction in time spent on administrative tasks and a 10% increase in overall team productivity.
• Conducted in-depth client satisfaction analyses, leading to the development of a new service offering that captured an untapped market segment and increased client base by 30%.
• Facilitated cross-departmental collaboration to ensure the on-time delivery of complex client projects, achieving a 98% on-time completion rate and enhancing the company's reputation for reliability.
• Client Relationship Management
• CRM Software Proficiency
• Data Analysis and Interpretation
• Upselling and Cross-Selling Techniques
• Client Retention Strategies
• Project Management
• Service Delivery Optimization
• Client Satisfaction Assessment
• Negotiation Skills
• Contract Management
• Strategic Communication
• Client Onboarding
• Content Development
• Training Program Development
• Feedback Mechanism Implementation
• Problem-Solving Skills
• Time Management
• Team Collaboration
• Performance Metrics Analysis
• Customer Service Excellence

High Level Resume Tips for Client Services Specialists:

Must-have information for a client services specialist resume:.

• Contact Information
• Resume Headline
• Resume Summary or Objective
• Work Experience & Achievements
• Skills & Competencies
• Certifications/Training

Let's start with resume headlines.

Why Resume Headlines & Titles are Important for Client Services Specialists:

Client services specialist resume headline examples:, strong headlines.

• These headlines are compelling because they immediately convey the candidate's experience level, specific achievements, and relevant skills. They highlight quantifiable successes such as improving customer satisfaction and retention rates, which are critical metrics in client services. Additionally, they showcase the candidate's dedication to problem-solving and their proactive approach to enhancing client communications, both of which are key attributes that hiring managers seek in Client Services Specialists.

Weak Headlines

• The headlines are generic and fail to differentiate the candidate from others in the field. They lack quantifiable achievements, specific expertise, or unique skills that would catch the attention of hiring managers. For instance, they do not mention any metrics of success such as customer retention rates or how their expertise in CRM systems led to improved client management processes. Additionally, terms like "good," "dedicated," and "friendly" are subjective and do not convey a clear professional value proposition.

Writing an Exceptional Client Services Specialist Resume Summary:

Client services specialist resume summary examples:, strong summaries.

• These summaries are strong because they each provide a clear snapshot of the candidate's industry expertise, key achievements, and the value they bring to the role. They quantify the impact the candidate has had in previous positions, such as improving client satisfaction, product adoption, and response times, which are critical metrics for Client Services Specialists. Additionally, they highlight personal attributes such as problem-solving, client advocacy, and the ability to thrive in high-pressure environments, which are highly sought after by employers in client-facing roles.

Weak Summaries

• The summaries provided are weak because they are too generic and lack specific details that would differentiate the candidate from others. They do not include quantifiable achievements, such as how they improved client satisfaction rates or retention, nor do they mention any specialized knowledge or unique skills that the candidate possesses. Additionally, they fail to convey how the candidate's experience aligns with the specific needs of the potential employer, which is crucial for making the resume stand out.

Resume Objective Examples for Client Services Specialists:

Strong objectives.

• These objectives are strong because they clearly articulate the candidates' customer service orientation, relevant education, and practical experience, which are crucial for a Client Services Specialist role. They also demonstrate a proactive desire to apply their skills to contribute to client satisfaction and company success, which are key goals for any service-oriented position.

Weak Objectives

• These objectives are weak because they are too vague and fail to convey the candidate's unique qualifications or how they can specifically contribute to the potential employer. They lack measurable achievements, specialized skills, or a clear understanding of the Client Services Specialist role. Additionally, they do not address the needs of the employer or how the candidate's background aligns with the company's goals.

Generate Your Resume Summary with AI

Speed up your resume creation process with the ai resume builder . generate tailored resume summaries in seconds., how to impress with your client services specialist work experience:, best practices for your work experience section:.

• Highlight your ability to manage and grow client relationships: Provide specific examples of how you've maintained long-term relationships with clients, including any strategies you used to understand their needs and preferences.
• Quantify your impact on client satisfaction: Use metrics such as Net Promoter Scores (NPS), customer satisfaction ratings, or retention rates to demonstrate your effectiveness in delivering exceptional client service.
• Detail your problem-solving prowess: Describe situations where you've successfully resolved client issues or complaints, and the steps you took to ensure a positive outcome.
• Showcase your communication skills: Mention instances where your clear and effective communication, both written and verbal, led to successful project completions or resolved misunderstandings.
• Emphasize your role in cross-functional teamwork: Explain how you've collaborated with other departments, such as sales, marketing, or product development, to meet and exceed client expectations.
• Illustrate your proficiency in client services tools and technologies: Mention any CRM platforms, helpdesk software, or communication tools you're skilled in, and how you've used them to enhance client interactions.
• Discuss your ability to upsell or cross-sell services: Provide examples of how you've identified opportunities for additional sales and the tactics you used to persuade clients to expand their service packages.
• Reflect on your adaptability and learning: Describe how you've adapted to new products, services, or industry changes, and how this has benefited your clients and your company.
• Include any relevant certifications or training: If you've completed any specialized courses in customer service, client relationship management, or related areas, make sure to list these accomplishments.
• Use action verbs that convey client service excellence: Words like "cultivated," "enhanced," "streamlined," and "facilitated" can help to paint a dynamic picture of your client services expertise.
• Lastly, tailor your resume to the job description: Use keywords and phrases from the job posting to ensure your resume aligns with what the employer is seeking in a Client Services Specialist.

Example Work Experiences for Client Services Specialists:

Strong experiences.

• Revitalized the client onboarding process for a portfolio of 50+ accounts, resulting in a 40% reduction in time-to-value for clients and a 95% satisfaction rate as measured by post-onboarding surveys.
• Identified and resolved a recurring issue in service delivery by implementing a new CRM system, leading to a 30% decrease in client complaints and a 25% increase in client retention over a six-month period.
• Developed and led quarterly business review meetings with key clients, contributing to an increase in upsell revenue by 20% and enhancing strategic partnerships.
• Orchestrated the turnaround of a key client relationship that was at risk of churn by conducting a comprehensive needs assessment and delivering a customized service improvement plan, resulting in the retention of annual revenue worth $500k.
• Championed the adoption of a client feedback loop that led to the introduction of two new service offerings, directly addressing client needs and generating a 15% increase in cross-selling opportunities.
• Facilitated a series of client service workshops aimed at improving the team's communication skills, which saw a 10% improvement in Net Promoter Scores (NPS) within a year.
• Managed a high-profile project to consolidate client communication channels, which streamlined client interactions and improved response times by 50%, significantly enhancing client satisfaction and operational efficiency.
• Played a pivotal role in negotiating contract renewals with top-tier clients, securing an average of 5% annual growth in contract value while maintaining a 98% retention rate.
• Implemented a proactive client service initiative that reduced the average issue resolution time by 35%, leading to a record-high client referral rate and contributing to a 10% growth in the client base.
• These work experiences showcase the Client Services Specialist's ability to improve client satisfaction, retention, and revenue growth through strategic initiatives and problem-solving. The use of specific metrics demonstrates their direct impact on business outcomes. The examples also highlight the specialist's skills in relationship management, process improvement, and effective communication, all of which are critical competencies for a Client Services Specialist.

Weak Experiences

• Handled client inquiries and complaints, ensuring they were addressed in a timely manner.
• Assisted in the creation of client reports and presentations, providing basic data and information.
• Collaborated with the sales team to identify client needs and opportunities for upselling services.
• Managed a small portfolio of clients, maintaining regular contact and providing standard updates.
• Participated in weekly team meetings to discuss client accounts and service improvements.
• Provided training to new hires on company policies and client service procedures.
• Supported client onboarding processes, helping to set up accounts and explaining service features.
• Worked with the client service team to resolve issues, often following a set protocol.
• Collected client feedback through surveys and communicated results to the management team.
• The work experiences listed are weak because they are too vague and fail to convey the candidate's accomplishments or the value they added to their previous roles. There is no mention of how their actions improved client satisfaction, retention, or company growth. To enhance these bullet points, the candidate should include specific examples of how they positively impacted the client experience, use metrics to quantify their successes, and employ more dynamic verbs to describe their actions and responsibilities.

Top Skills & Keywords for Client Services Specialist Resumes:

Top hard & soft skills for client services specialists, hard skills.

• Customer Relationship Management (CRM) Software
• Client Account Management
• Technical Support and Troubleshooting
• Data Entry and Database Management
• Project Management Tools
• Financial Analysis and Reporting
• Business Communication
• Salesforce Platform Proficiency
• Microsoft Office Suite
• Conflict Resolution
• Service Level Agreement (SLA) Management
• Process Improvement Techniques

Soft Skills

• Communication and Interpersonal Skills
• Active Listening and Empathy
• Problem Solving and Analytical Thinking
• Customer Service Orientation
• Patience and Composure
• Adaptability and Flexibility
• Time Management and Organizational Skills
• Conflict Resolution and Negotiation
• Teamwork and Collaboration
• Attention to Detail
• Emotional Intelligence and Relationship Building
• Professionalism and Work Ethic

Go Above & Beyond with a Client Services Specialist Cover Letter

Client services specialist cover letter example: (based on resume), resume faqs for client services specialists:, how long should i make my client services specialist resume.

The ideal length for a Client Services Specialist resume is typically one to two pages. Here's why: 1. **Conciseness and Relevance:** Client Services Specialists should focus on conciseness and relevance in their resumes. The goal is to provide a clear and concise overview of your experience, skills, and accomplishments that are directly relevant to the position you're applying for. Including unnecessary information can distract from your key qualifications. 2. **Experience Level:** The length of your resume can also depend on your level of experience. If you are an entry-level candidate or have a few years of experience, a one-page resume should suffice. For those with extensive experience that is directly relevant to the job, a two-page resume can be appropriate to detail the depth of their work history and achievements. 3. **Clarity and Impact:** A shorter resume can often make a stronger impact by allowing the hiring

What is the best way to format a Client Services Specialist resume?

The best way to format a Client Services Specialist resume is to ensure it is clear, concise, and tailored to highlight relevant experience and skills that align with the job description. Here's a breakdown of an ideal resume format for a Client Services Specialist: 1. **Contact Information:** - Include your full name, phone number, email address, and LinkedIn profile (if applicable) at the top of the resume. 2. **Professional Summary or Objective:** - Write a brief 2-3 sentence summary of your qualifications and career goals, focusing on your customer service expertise and any significant achievements. 3. **Work Experience:** - List your work history in reverse chronological order, starting with your most recent position. - For each job, include your job title, the company name, location, and dates of employment. - Under each role, use bullet points to describe your

Which Client Services Specialist skills are most important to highlight in a resume?

When crafting a resume as a Client Services Specialist, it's important to highlight skills that demonstrate your ability to manage client relationships, understand client needs, and deliver exceptional service. Here are some key skills to consider including, along with explanations for each: 1. **Communication Skills**: As a Client Services Specialist, you'll need to communicate effectively with clients through various channels such as email, phone, and in-person meetings. Highlighting your ability to convey information clearly and listen actively is crucial. 2. **Problem-Solving Abilities**: Clients will often come to you with issues or challenges. Showcasing your ability to identify problems, analyze potential solutions, and implement them effectively is a valuable skill. 3. **Customer Service Orientation**: A strong focus on customer satisfaction is essential. Highlight your commitment to understanding and meeting client needs, going above and beyond to ensure a positive experience. 4. **Technical Proficiency**: Depending on the industry, you may need to be familiar with specific software or systems that are used to manage client information or service delivery. Mention any relevant CRM (Customer Relationship Management) tools or industry-specific platforms you're skilled in. 5. **Project Management Skills**: Often, Client Services Specialists are responsible for managing multiple client accounts or projects simultaneously.

How should you write a resume if you have no experience as a Client Services Specialist?

Writing a resume without direct experience as a Client Services Specialist can be challenging, but it's important to focus on transferable skills, relevant coursework, volunteer work, internships, or any part-time work that has equipped you with the necessary skills for the role. Here's how to approach it: 1. **Choose the Right Resume Format:** - Use a functional resume format that emphasizes skills over chronological work history. - Alternatively, a combination resume can highlight both your skills and any relevant experiences. 2. **Professional Summary:** - Start with a strong professional summary that positions you as eager and capable, focusing on your customer service skills, communication abilities, and any relevant traits or coursework. 3. **Highlight Transferable Skills:** - Identify skills from your past experiences that are relevant to a Client Services Specialist role, such as communication, problem-solving, empathy, patience, and the ability to learn quickly. - Use bullet points to make these skills stand out. 4.

Compare Your Client Services Specialist Resume to a Job Description:

• Identify opportunities to further tailor your resume to the Client Services Specialist job
• Improve your keyword usage to align your experience and skills with the position
• Uncover and address potential gaps in your resume that may be important to the hiring manager

Related Resumes for Client Services Specialists:

Client services specialist resume example, more resume guidance:.

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Client Service Specialist Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the client service specialist job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

Create a Resume in Minutes with Professional Resume Templates

• Providing leadership for channel innovation, creativity and development, evaluating and implementing new communication channels and media
• Professional development - SunTrust University, an in-house career growth and employee development program
• Supporting Leadership with their internal announcements and providing direction for events management, including local Town Halls
• Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
• Provide technical and direct account service assistance to the servicing team
• May perform breath analysis on each participant who enters the facility for any purpose and provides a written or computerized result
• Regularly reviewing vendor performance / reports against agreed performance measures and seeking cost and efficiency savings
• Identify training opportunities and provide career coaching to ensure employee development and progression
• Provide supervision, management, and coaching to ensure "best in class" levels of service
• Publish MIS/Performance score-cards to senior management on a weekly and/or monthly basis
• Provides team leaders/management staff with first hand customer feedback regarding products and services
• Prepare and submit data for senior management reporting and performance evaluation
• Developing team goals and strategies as well as managing team performance against service level objectives
• Provide feedback on product software performance and operational efficiency in the customer environment
• Build and maintain a working knowledge of SEI’s operating services
• Continuously strive to identify and input into process improvements
• Demonstrated knowledge on Windows 2003/2008 in a network environment
• Monitor health of live data delivery systems, reacting quickly to avoid delay in resolving any client critical issue, gathering as many details as possible and alerting the relevant internal teams, work towards a solution and keep all the parties involved up to date on the status of the issue
• Stay abreast of technology changes with a specific focus on virtualization and other software that can streamline distribution of data and software to clients. Test-drive and prototype new software distribution approaches
• Ensure timely response to customer queries on operational issues and provide effective resolution/facilitation of issues within the established service standards
• To play a key role in the resolution of complex client queries, by handling any daily complex operational issues requiring interaction between SEI operations groups and our clients
• 1-3 years experience in a CSS or similar role
• Native Spanish speaker and fluent in English
• Quick learner, problem-solving and self-starter
• Highly positive, motivated and ready to tackle challenges
• Thorough and attentive to details
• Great ability to handle responsibilities and ever shifting priorities
• Willing to pursue a career in Private Banking
• Understands the roles and interdependencies of all operating departments that impact these workflows
• Strong relationship management skills
• Strong communication and time management skills

15 Client Service Specialist resume templates

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• Cash handling
• Deposits and withdrawals
• Payments and transfers
• Consignment item sales
• Lobby management
• Medical, Dental, and Vision Plans
• Retirement Plan – 401k with matching
• Life insurance
• Disability insurance
• Time away from work – vacations and holidays
• Tuition Assistance – financial help for going back to school

Private Banking Client Service Specialist Based Resume Examples & Samples

• Successful experience in Private Bank or similar position/client facing role (5 years as a minimum)
• Solid understanding of financial world, products and Private Bank business
• Good tax and wealth management knowledge
• Pragmatic, pro-active and sense of initiative
• Must be able to manage high volumes, work under pressure and within tight deadlines
• Thorough, attentive to details
• Must understand and comply with the regulations and policies applicable to products and services
• Solid knowledge of PC software and applications (e.g. Outlook, Microsoft Office, internet/intranet, etc.)
• Fluency in French & English is essential
• Opening and closing accounts and ensuring necessary documentation is complete
• Reviewing and managing clients' daily cash positions
• Managing daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures (e.g., mutual funds purchases/redemptions, securities free deliveries/receipts, FX, cash wires, account transactions inquiries, etc.)
• Maintaining client confidentiality at all times and developing intimacy with client
• Working as a partner with the integrated team (Bankers, Investment Advisors, etc)
• Researching, following up and resolving client inquiries and problems through effective interaction with clients, bankers, investment advisors, product specialists, operations areas, and other employees in a timely and professional manner
• Researching potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
• Identifying cross-sell opportunities and escalating to bankers and product partners in order to provide advice to the client or to conclude a transaction
• Verifying and maintaining data quality as it relates to internal and external client hierarchy and account alignment
• Participating in special projects as assigned by Team Manager
• At least 2 years' experience in the Financial Services and/or Banking industry are required
• Proven client management skills
• Ability to work effectively as part of a team
• Strong problem solving skills
• Effective communication both orally and in writing, internal and external to the Bank
• Ability to multi-task, manage pressure, prioritize and remain detail-oriented
• Fluent written and spoken Spanish and English are required

Senior Client Service Specialist Resume Examples & Samples

Cib-client service specialist resume examples & samples.

• Research and respond queries received from Clients within time-frames defined in respective Global service directories. Follow through with respective internal teams on exceptions
• Track all queries received via CSX
• Analyze query trends and engage product service groups in grass-roots discussions to mitigate such issues at a basic level. Also drive process improvement initiatives with these groups to ensure flawless delivery to Clients
• Participate in various department and team projects to exceed Client expectations
• Graduates (BCOM/BMS) with Nil to 3 years of experience
• Knowledge on Capital Markets and Custody Operation will be an added advantage
• Excellent Organization and Time management skills. Should exercise good judgment in prioritizing client deliverables
• Has to be extremely client-focused and result-oriented in approach
• Should be a quick learner and should possess excellent analytical skills
• Effective communication, negotiation & conflict handling is mandatory
• Should understand the big picture and think out of the box to resolve client problems

Client Service Specialist Europe Team Resume Examples & Samples

• Working as a partner with integrated team (Bankers and Investors)
• Researching, following up and resolving client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other employees in a timely and professional manner
• Identifying cross-sell opportunities, and escalating to bankers and product partners in order to close or provide advice to the client
• Opening and closing accounts, and ensuring necessary documentation is complete

Listed Derivatives Client Service Specialist Institutional Securities Group Product Operations Resume Examples & Samples

• The ideal candidate will have 5+ years of experience to financial industry experience
• Knowledge of Listed Derivatives products is beneficial
• Knowledge of Margin and Collateral is beneficial
• Demonstrate strong commitment to risk control management and maintain a clear focus on enhancing control to continuously improving and reducing operational risk
• Maintain good escalation and ability to challenge status quo
• Mobilize cross-function teams to resolve issues
• Understand regulatory and commercial environment and make changes to processes/procedures accordingly to ensure compliance

Client Service Specialist Private Banking Personal Assistant Service Team Resume Examples & Samples

• Ability to assess clients’ banking statements and determine all direct debits, deposits and online bill pay transactions that need to be transitioned from the competitor bank to J.P. Morgan
• Work proactively with clients via phone to understand their entire checking activity and readily identify the various tasks that need to occur to fully transition their accounts
• Interface with various bill pay vendors and the client to seamlessly transition direct debits and work with the client to obtain necessary forms and approvals in a timely fashion
• Interface with client service and bankers/wealth managers to understand the nuances of various clients and their banking relationships
• Ability to navigate internal systems to facilitate various electronic banking tasks
• Use a high level of customer service skills in order to defuse potentially difficult and/or upset customers and complex issues
• Take the initiative to follow-up with clients to ensure that our service level agreement is met for each client
• Preferred – At least two years or the equivalent customer service or operations experience, primarily in the banking or financial service industry
• Strong interpersonal skills with proven leadership abilities
• Command strong ability to use various bank systems
• Ability to multi-task and work under pressure in a team environment
• Flexibility to work overtime as required by the business
• Strong dedication to quality customer service and working knowledge of enterprise-wide service-delivery procedures
• Time management, organizational skills and able to manage multiple tasks
• Excellent initiative and assertiveness
• Proficient in various desktop and internet based applications
• Demonstrated ability to work in a team environment
• Strong verbal and written communication skills
• Ability to adapt to a changing environment
• Excellent interpersonal skills
• 1 year or more customer service experience in a call center environment
• Good analytical and problem solving skills
• Flexibility to support adjustments to work schedule within the WHEM Shift
• Ability to quickly adapt and learn new products and technologies
• Ability to work in a fast paced performance driven environment
• Excel, Word and PowerPoint experience
• Four-year college degree desired, but not required
• Ensure that time-sensitive transactions, problem resolutions, and non-standard instructions are handled in a manner that complies within bank and department policies and procedures, and minimize risk/cost to both the bank and client
• Take on responsibility of the team performance and needs to be able to adjust hours when needed to support staff that will be working all hours of the day
• High school diploma or equivalent
• Minimum one year experience as a SunTrust Teller or FSR, or two years of non-SunTrust experience including some or all of the following: service, sales, cash handling or payment transaction experience
• Ability to demonstrate knowledge, skills and/or expertise related to the financial services industry
• Basic math and numeric sequencing aptitude
• Willing and able to follow instructions and work under established guidelines
• College level courses
• Two years experience in a client service and/or financial sales role
• Additional experience may include combined work as a Teller and/or FSR at SunTrust Bank or comparable role at another financial institution, or completion of Core and Intermediate STU FSR and Teller Curriculum Training
• Strong probing and listening skills to uncover client needs
• Ability to respond in a professional manner and provide a high level of service quality
• Excellent verbal and written communication skills
• Understanding of consumer and business lending solutions as well as deposit products
• Demonstrated ability to meet or exceed sales goals

Business Banking Client Service Specialist Resume Examples & Samples

• Effective verbal and written communication with both external and internal
• Advanced experience using multiple systems to research customer issues and solve problems
• Familiarity with multiple browsers, multiple tabs and window navigation and instant messenger tools
• Two to Three years of advanced customer interaction or customer support experience, either by phone or face to face
• Previous negotiation skills required
• Must be willing to work in an environment that requires 100% phone-based customer interaction
• Proficiency with basic computer functions including mouse and keyboard usage, launching applications, conducting searches on the Internet, and maneuvering in a Windows-based environment
• Bi-lingual Spanish a plus
• Actively listens to understand the needs of Commercial Clients
• Provides explanations and articulates solutions to satisfy client needs and inquiries; interacts with customers in a warm, helpful manner to build credibility and rapport
• Takes initiative to become and remain knowledgeable about the bank's continually changing products and services
• Assist with overflow, ad-hoc projects and day-to-day tasks as assigned
• Minimum 1 year customer service experience

Private Client Service Specialist Sales Support Chase Wealth Management Resume Examples & Samples

• Proven 5 years experience in production and client service
• Investment industry experience/knowledge
• Active FINRA Series 7, 63, 65/66 preferred
• Excellent organizational skills with the ability to multi-task
• Strong customer service skills, call center experience
• Ability to effectively partner with the investment advisors who are servicing affluent clientele
• Ability to work in a fast-paced, deadline driven environment
• Knowledge of the JPMorgan Chase organizational structure and the ability to work across multiple LOBs

Cib Operations Client Service Specialist Singapore Resume Examples & Samples

• Ensure good lines of communication between partner support groups located globally
• Excellent verbal and written communication skills in English and Japanese (native level)
• Must be organized, detail-oriented and have excellent problem solving skills
• Computer literate on Microsoft Office products
• Self-starter with a passion for learning and self-development
• A passion to be a part of a high performing team
• A strong desire to develop a career within cash management area

Senior Client Service Specialist Swiss Team Associate Private Bank Based Resume Examples & Samples

• 5-6 years experience in the Financial Services and/or Banking industry preferred
• Strong problem solving & project management skills
• Effective communication both orally and in writing internal and external
• Ability to multi-task, manage pressure, prioritise and remain detail oriented
• Fluent written and spoken English and French required – Swiss German and/or German a strong plus

Junior Client Service Specialist Resume Examples & Samples

• Ideally 1-3 years experience in the Financial Services and/or Banking industry preferred
• Proven ability to work effectively as part of a team
• Fluent written and spoken English and French required

Cib-corporate Quick Pay-client Service Specialist Resume Examples & Samples

• Excellent communication, oral, written, and interpersonal skills
• General knowledge of cash management business
• Flexibility to support adjustment to work schedule
• Bachelor degree or equivalent education/work experience
• Proficient Portuguese or Spanish Language skills (verbal, written, and reading) preferred
• Provide high quality, high touch service to Private Banking clients. Must be able to recommend solutions tailored to clients’ specific needs
• Maintain client confidentiality at all times and develop intimacy with client
• Work as a partner with integrated team (bankers, investors)
• Business degree education
• Must be able to work under pressure and within tight deadlines
• The successful CSS has in-depth knowledge of his/her client base, is sensitive to specific clients’ needs, and has a strong rapport both with clients and with individuals in operating areas throughout the Bank
• Keen understanding of the financial and banking industries
• Ability to adapt to a rapidly and ever changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
• Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly
• Solid knowledge of PC software and applications (e.g. Lotus Notes, Microsoft Office, internet/intranet, etc.)
• Strong ability to understand data and information flows through the Bank's processing and reporting systems
• Associate with previous experience in PB Client Services

CIB Client Service Specialist SC Client Services Mandarin Resume Examples & Samples

• Excellent verbal and written English & Mandarin/Ca communication skills
• Enjoy investigating client inquiries in an efficient and accurate manner
• Able to provide quality services in a high inquiry volume environment
• Excellent command of English & Mandarin
• Detail-oriented
• Accuracy and ability to follow through
• Ability to work independently and in a team
• Ability to multitask in a fast paced environment and ensure accuracy
• Field incoming inquiries from the product/segment classified client channels, such as ‘800’-telephone number; fax; email; mail as it relates to Treasury Services related products. Inquiries normally fielded by the Solutions Center staff are
• Excellent communication skills (verbal and written) with emphasis on banking terminology
• Demonstrate listening skills and ability to utilize probing questions to accurately assess inquiry or request
• Ability to work in a fast-paced environment and an adaptability to change
• Strong problem-solving and decision-making skills
• Exhibits ability to work effectively in a team environment
• Proficiency in MS Windows and Office with the ability to work with multiple applications at the same time
• Servicing assigned book of business with guidance of the Team Lead
• Retaining existing accounts and regular contact with clients
• Understanding client’s business, goals, and expectations with regard to account service
• Delivering the Willis best in class tools and resources
• Uncovering account rounding opportunities for employee benefits
• 7-10 years of experience in employee benefits ideally in the brokerage or carrier environment
• Licenses required within 60 days of employment. Advanced designations preferred
• Demonstrated ability to apply in-depth knowledge of the insurance industry, products and processes
• Excellent verbal and written communication skills including the ability to present to groups
• Strong client service, project management and relationship building skills
• Competency in Microsoft Word, Excel and PowerPoint
• Proven ability to influence, negotiate and manage multiple priorities/tasks in a fast paced and dynamic team environment
• Provide the client with support/information regarding interest claims and billing enquiries
• Act as escalation point for large money movements and escalated transactional enquiries
• Liaise with Relationship, Product and Operations Managers regarding service issues
• Understand clients’ business to help identify solutions, client efficiencies and cross sell opportunities
• Identify opportunities for product development and enhancement, and process improvements
• Eliminate exceptional and manual processes
• Manage one-off projects as they pertain to specific client issues and products
• Run Service Quality Reports and use the data to understand and analyze client's payment activities, patterns of client enquiries, opportunities for increasing client's straight-through rates
• Advise clients on and assist with incremental account set up and operational procedures and liaise with Implementations to ensure these account set ups are correct
• Manage risk through close attention to client overdrafts, unpaid bills etc and, escalate risk related issues to appropriate parties as required
• Record client interactions in CSX (e.g. calls, issues, proactive communications etc)
• Participate in risk reviews to ensure the procedures outline all activities that are associated to a request are properly documented
• Participate in and support TS initiatives
• A full working knowledge of NYDDA, MCAS, FTS, PRPC & TLM would be an advantage
• Good verbal and written communication skills
• Attention to detail and accuracy is an essential requirement as there are a number of varied processes that are undertaken across the group, adaptability and flexibility are also key skills for this role
• Proven client service skills
• An understanding of Treasury Services products, processes and risk policies would be advantageous
• Ability to work to deadlines and good time management skills are required as the team have a number of production tasks set at specific times of the day and the deadlines must be adhered to and controls exercised as documented in procedures
• Demonstrates the ability to manage multiple tasks and prioritize with minimal supervision
• Keen on identifying risks and proactively suggest controls
• Act with a high sense of urgency and integrity
• Demonstrates cultural sensitivity and awareness
• Work effectively with a team and self sufficient
• Ability to develop and mobilize internal networks and resources
• Good excel and PC skills are required and knowledge of Access would be advantageous
• At least a Meets rating for YE 2014 and MY 2015
• No active corrective action (Written Warning up)
• At least 1 year in the current role
• Process requests to add, modify or delete products/services/accounts for Treasury Services clients
• Review client requests and access the depository database, ensure core legal documentation is present as directed by compliance
• Review client documentation packages
• Act as central point of contact and coordinate with partners within the firm (i.e., Service, Operations and Sales) to ensure completion of implementation and documentation requests within agreed upon timeframes
• Process requests efficiently to maintain a current portfolio and ensure aged items are escalated appropriately
• Ensure all assigned requests are processed on the same day
• Work closely with Service, Operations and other Implementation and Documentation team members
• Respond to internal queries from Service/Operational partners
• Prepare ad-hoc and ongoing reports
• Contact client via email or phone for documentation or transaction confirmation
• Provide verbal and written status updates to business partners
• Graduate of any Business course
• Keen attention to detail
• Excellent writing and reading skills and ability to utilize critical thinking and problem solving to accurately assess inquiry or request
• Ability to work in a fast-paced environment
• Ability to adapt to a changing environment including changes or adjustments to work schedule
• Strong organizational and decision-making skills
• Ability to work on multiple applications while working under minimal supervision
• Exhibit ability to work effectively in a team environment
• Must be PC literate with proficiency in MS Windows/Office

Institutional Liquidity Client Service Specialist Resume Examples & Samples

• Proven abilities in providing oversight and direction to employees
• Proven abilities in developing staff through goal setting, clear and direct feedback, and performance development planning
• Foster a culture of teamwork
• Experience in recruiting
• Proficient computer skills, particularly with Microsoft Office
• Satisfied investment and trading team
• Controlled processes demonstrated by metrics and risk incidents
• On time, to quality, delivery of projects and initiatives
• A team who are growing as individuals
• Remains current on regulatory and industry initiative
• Ideal candidate will have at least 7 years of experience in Investment Management Operations, or related experience
• Bachelor's Degree or equivalent (Finance, Management or Accounting preferred, but not required) and demonstrated, proven experience in Financial Services Operations or similar role
• Knowledge of DST Transfer Agency System
• Familiar with DTCC and their core Mutual Fund Services products: Fund/SERV, Networking, Comm/SERV, Mutual Fund Profile
• Familiar with all intermediary types: Broker/dealers, Banks, Trust and Record Keepers
• Knowledge of Mutual Fund intermediary fee contracts and payments (12b-1, Sub-TA, Shareholder servicing, Revenue share)
• Knowledge of intermediary front and back office operations and how the two are linked
• Ability to develop and maintain client relationships, both internally and externally
• Ability to present executive level summary data along with cost benefit analyses
• Vocal and innovative advocate of client experience / employee experience
• Exceptional oral and written communication skills
• Strong computer skills including advanced knowledge of MSOffice
• Proven problem solving skills
• Effective time management skills
• Above average analytical skills
• Advanced organizational skills
• Leadership skills that correlate to execution of actions and follow up
• Facilitation skills
• Basic Project Management skills
• Issue/dispute resolution
• Proven process Improvement skills and knowledge
• Excellent verbal and written English & Mandarin communication skills
• Extensive business or product knowledge and / or two years of quality management experience
• Demonstrated statistical process control knowledge and skills
• Technical expertise or experience with call recording technology
• Participate in the development of goals and execution of departmental strategies
• Provide supervision, management, and coaching to ensure "best in class" levels of service
• Manage daily resources and coverage levels for Technical Solutions Group agent resources
• Manage impacts to employee morale and satisfaction
• Act as point person for client escalations to coordinate resolution and further escalate customer issues as needed
• Ensure two-way communication flow to employees through dissemination of staff meeting minutes, training, upcoming product changes, event happenings, and departmental policies
• Foster partnership and teamwork within other Global Client Access teams, Sales and Service, and Product Management personnel
• Identify service quality opportunities and manage participation in service quality initiatives and projects
• Develop a robust knowledge of Client Access products, policies and procedures, in order to act as a subject matter expert in supporting agent inquiries
• Take ongoing lead role in supporting the development and maintenance of Policies and Procedures and training in partnership with Employee Readiness and TS Training
• Ensure that client satisfaction and confidence in JPMC/CA products and services are at or above departmental goals
• Drive escalations to resolution
• Minimum of five years of customer service management experience
• Minimum of 2 years call center management experience
• Bachelors degree
• Demonstrate excellent interpersonal and coaching skills
• Demonstrate excellent verbal and written communication skills
• Work holidays and after-hours as required
• Strong knowledge of MS office applications including Word, Excel and Powerpoint
• Proven ability to manage staff adherence to functional policies and procedures
• Technical proficiency in Windows LAN/PC environments and systems, and in web and browser-based applications and technologies
• Knowledge of cash management business
• Knowledge of call center technology
• Knowledge of Treasury Services products
• Effective time management and organizational skills
• Ability to exercise sound judgment and make effective decisions
• Ability to prioritize, handle multiple tasks and work under pressure in a team environment
• Ability to handle and work with highly sensitive records/information in an appropriate manner by giving appropriate attention to legal risks and operational concerns
• Effective analytical approach when solving complex problems/issues
• Ability to cope with a continuous accelerated changing environment
• Ability to translate complex information into a simple detailed narrative
• Ability to translate technical jargon into easier to understand language for clients
• 3-5 years of client service and /or operations background or the equivalent work experience, preferably in the banking or financial service industry
• An in-depth knowledge of Treasury products such as DDA, Cash Vault, Lockbox, USD Clearing and ACH to include system knowledge and an understanding of related procedures
• Proven ability to acknowledge and follow up regularly with clients to ensure proper client expectations are set
• Proven expert oral and written communications skills
• Strong interpersonal skills with proven leadership abilities needed
• Ability to display a sense of urgency as needed to ensure requests are completed within expected timeframes/SLA
• Strong independent problem solving skills
• Ability to work under pressure in a team environment
• Thorough knowledge of financial exposure and operational risk related to transactions associated with bank products and services
• Attentiveness to detail
• Professionalism, accuracy and efficiency
• Effective time management skills (capable of managing and prioritizing multi-tasks)
• Capacity to learn quickly
• Leadership skills
• Processing, overseeing, reconciling, and communicating the successful completion of all client requests and transactions, including account establishment, account maintenance, service requests, check requests, account purchases, investment exchanges, redemptions, and transfers
• Preparing and maintaining documents and client files in accordance with FINRA and SEC requirements
• Answer incoming phone calls
• Assisting with the preparation of client information using MS Word, MS Excel, and MS PowerPoint
• Responsible for various client service, relationship management and operational control activities for Business Banking clients with a broad spectrum of products including treasury services
• Serve as a service contact for each internal and external client and will be directly responsible for the initiation and follow through of client interactions primarily in the email channel as well as phone channel interactions
• Extensive Business Banking and Treasury Services product knowledge and a broad understanding of operational flows and systems are required to support this position
• The Client Service Specialist is primarily responsible for ensuring the client experience is world class and that interactions/issues are resolved accurately and expediently
• Use a high level of client service skills in order to defuse potentially difficult and/or upset customers with complex issues
• Take the initiative to create escalation of any issue that cannot be resolved within the anticipated service level or one that creates risk or exposure for the customer or the bank
• Identify trends within the escalated emails/issues that will lead to improvement opportunities in policies/procedures processes
• May be required to assist department in meeting and exceeding SLA's by handling other functions when volumes fluctuate
• Research and resolve complex client’s issues by working in partnership with partner groups
• Ability to display a sense of urgency as needed to ensure requests are completed within expected timeframes/service level agreement
• Self motivated, assertive, performs well in a team environment
• Maintain client service standards
• Develop custom analytical reports
• Initiate the renewal process for existing accounts
• Maintain insurance records for accounts including writing account summaries, compiling, calculating and organizing insurance data and correspondence
• Provide client support to Willis Towers Watson clients
• Assist with claim analysis and placement of insurance programs
• Responsible for management of certificates of insurance programs for clients and billing/accounting for clients
• Resolve customer inquiries and problems pertaining to insurance products and services
• 1-3 years of insurance brokerage experience; experience with wrap up programs preferred
• Bachelor’s degree
• Property and Casualty license must be obtained within 60 days of employment
• Advanced Microsoft Office skills
• Superior interpersonal skills for working with colleagues, clients and underwriters
• Time Management and Organizational Skills
• Ability to work independently
• Customer service focus
• Problem solving abilities, including critical thinking, research, quantitative skills, creativity
• US Driver’s License
• Requires three years work experience in banking or financial service industry performing related client service, relationship management, portfolio management, sales support, loan servicing/loan processing, customer service, or operations duties
• Requires knowledge of either Dealer Commercial Services, Middle Market, Large Corporate, Business Banking, Branch Banking, Treasury or Cash Management areas within the Bank
• A demonstrated ability to work independently in a problem solving capacity, coupled with a willingness to multi-task
• Have excellent oral and written communication skills
• Be able to work in a team and under pressure effectively
• PC skills to include Microsoft products
• High school graduate or equivalent required, prefer Bachelor's Degree

Accounting Client Service Specialist Resume Examples & Samples

• Managing client issues from discovery through resolution, demonstrating ability to triage issues and manage client expectations
• Assisting with project management of new client implementations with a focus on business requirements and data migration
• Developing relationships with assigned clients and a deep understanding of clients’ business practices to effectively provide world-class support
• Cultivating internal relationships with business and technical teams collaboratively to enlist their help with client support
• Assisting with the execution of a client communication strategy that drives clients’ usage of the TNR product
• Conducting pre-sales product demonstrations, assist with RFP responses, and the design and setup of proofs of concept for prospective clients
• Managing the on-going update of software documentation including release notes, system requirements documents, and ‘help’ topics
• Helping define, implement, monitor, and report operational metrics for client support team
• 2+ years relevant work experience preferably in accounting or a finance related position
• Strong client service background
• Prior experience working with financial systems
• Knowledge of accounting principles a strong plus
• Experience using QuickBooks and other accounting packages
• Ability to successfully multi-task
• Desire to work in a fast-paced, challenging environment
• Well organized and detailed oriented
• Ability to work independently and in a team under time pressure
• Ability to learn different software packages
• 6-10 years previous banking or other financial institution experience and/or 3-5 years client support experience
• Demonstrates very strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team of Wealth Strategists, Team Leads, Trust Advisors, Investment Advisors, Strategic Wealth Advisors and/or Client Advisors (portfolio of Wealthy, High Net Worth and/or Specialty Legal / Medical clients) with all product discussions and offerings
• Excellent oral and written communication skills
• Excellent organizational skills and the ability to work on numerous tasks simultaneously
• Solid Microsoft Word, Excel, PowerPoint and Outlook skills
• Well organized and flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities
• Strong knowledge of banking and trust systems
• High proficiency with loan document handling due to high loan volumes
• Train junior Client Support Specialists - systems, industry knowledge, support processes and procedures

PWM Client Service Specialist Resume Examples & Samples

Private client service specialist resume examples & samples.

• Proficient in Microsoft Office
• BA or BS required

Senior Financial Client Service Specialist Resume Examples & Samples

• State Life and Health licenses required within 60 days of employment
• Excellent verbal and written communication skills; the ability to develop and present their financial analysis with authority and present client-facing recommendations based on pre-determined strategic goals; manage the renewal process and client calendar for timely delivery of quarterly/annual financial exhibits and develop strong carrier relationships
• Ddemonstrated proficiency in the use of company-sanctioned software, including advanced knowledge of Microsoft Excel and good knowledge of Microsoft Word, as well as Microsoft PowerPoint
• Manage client issues from discovery through resolution, demonstrating ability to triage issues and manage client expectations
• Assist with project management of new client implementations with a focus on business requirements and data migration
• Develop relationships with assigned clients and a deep understanding of clients’ business practices to effectively provide world-class support
• Cultivate internal relationships with business and technical teams collaboratively to enlist their help with client support
• Assist with the execution of a client communication strategy that drives clients’ usage of the TNR product
• Conduct pre-sales product demonstrations, assist with RFP responses, and the design and setup of proofs of concept for prospective clients
• Manage the on-going update of software documentation including release notes, system requirements documents, and ‘help’ topics
• Help define, implement, monitor, and report operational metrics for client support team
• Detail-oriented with strong time management and project management skills
• Comfortable working autonomously and as part of a team
• Excellence in analytical thinking, problem solving, communication, planning & organization and judgment
• 3+ years relevant work experience, strong consideration given to candidates with fund accounting experience
• Ability to successfully multi-task in the face of ambiguity, switching gears as priorities shift
• Willing and able to address escalated client issues with speed and urgency
• Ability to achieve consensus among different constituents
• Experience managing client relationships strongly desired
• Technically savvy with strong command of Office products
• Ability to collaborate within the organization and across the client base
• Actively supporting and communicating the strategy
• Building and maintaining diverse relationships internally and externally
• Collaborating with colleagues and influencing activities to achieve positive outcomes in the interests of the business
• Promoting collaboration involving clients, employees and vendor partners. Working as an integrated member of the Communications team, integrating and aligning plans where appropriate
• Leading the development and execution of objectives, plans and policies that will have a positive impact on professionalising communications and supporting a high performing business unit
• Implementing and evaluating a channel strategy and plan that supports the delivery of Communications’ strategic objectives
• Ensuring the effective planning, management, production and delivery of all types of channels that reach diverse audiences across the business; ensuring channel availability at all required times, including out of hours for crisis communication and major announcements
• Advising stakeholders on the best communication channels and on content development e.g. crafting messages and stories, use of language, tone of voice, interpreting messages for specific audience groups and sharing knowledge with the organisation
• Working with colleagues to drive and develop content that has had an high impact with target audiences, is on message, on brand, accurate and tailored appropriately to the business needs, the target audiences and the channels to be used
• Championing the Communications channels, ensuring the effective planning and scheduling of content to secure relevant, up to date content for all areas at all times
• Creating an online strategy, delivering innovative contribution to articles and content and ensuring that all information loaded to the website is checked on a monthly basis and updated accordingly
• Managing relationships with approved Communications Vendors, ensuring the effectiveness of service delivery
• Ensuring the vendor management policy is being adhered to within the Communications team
• Developing, owning and embedding a communication style guide
• Designing media images and banners in line with Deutsche Bank guidelines
• Designing engagement campaigns using social marketing to engage and interact with the business and end user
• Understanding and observing effective governance for all activities
• Ensuring accurate drafting and appropriate sign off for content and the alignment of strategic messages with business messages to create integrated communication
• Ensuring quality control, with zero errors
• Working with Deutsche Bank Corporate Communications to ensure compliance with brand guidelines
• Applying appropriate measurement and evaluation mechanisms, implementing changes to create a cycle of continuous improvement
• Evaluating the reach, efficiency and effectiveness of channels in achieving strategic objectives
• Taking a key role in directing major change management communications to support transformational projects and closely engaging with Senior Management to provide thought leadership in the Communications domai
• Responsible for the full client experience with respect to the use and support of Chase Commercial Online
• Blended voice and non-voice based internal/external client interactions under the commercial Banking platform
• Provide professional, courteous, and competent technical and procedural telephone support to Commercial Banking clients for treasury products and services
• Consult with internal and external clients in multiple lines of businesses in the application of Global Client Access product functionality in the treasury and accounting functions
• Provide consultative support to clients on cash management, implementation and operational issues, inquiries, "how - to" type inquires on using products, problem resolution, software/hardware recommendations, and security practices
• Forward relevant information to relationship areas, product management and team management, as required
• Develop specialized skills around the product line and the related technologies and businesses
• Responsible for the full client experience with respect to the use and support of treasury web products, including JPMorgan ACCESS, in a Technical Support Help Desk role
• Provide professional, courteous, and client focused technical and procedural telephone support to clients for web and PC based treasury/cash management products and services
• Consult with internal and external clients in multiple lines of businesses
• Provide overviews and detailed walk through on various TS products
• Provide technical problem resolution support, trouble shooting and software/hardware recommendations
• Document client technical support information, including client configuration changes, troubleshooting information, problem resolutions, sensitivity issues, and security concerns, for all client interactions
• Maintain high levels of expertise in web and networking technologies. Provide feedback on product software performance and operational efficiency in the customer environment. Develop specialized skills around the product line and the related technologies and businesses
• Ensure prompt follow through on all client interactions to ensure complete resolution
• Ensure adherence to all departmental Quality Criteria, Policies and Procedures and Performance standards
• Maintain high level of proficiency in TS products and technical applications
• Essential Skills & Experience -- include specifics regarding academic/ professional qualifications (e.g. degree, university, results), # years total and # years relevant work experience, relevant employers, relevant experience (nature of work/ job functions)
• 2 years customer service experience in a call center environment
• Basic technical proficiency in Windows LAN/PC environments and systems, and in web- and browser-based applications and technologies
• Strong analytical and problem solving skills
• Flexibility to support adjustments to work schedule
• Research and resolve complex client’s issues by working in partnership with partner groups. Types of cases will include fraud resolution, treasury solutions, complex account maintenance, internal relationship maintenance and billing inquiries
• Support field Business Relationship Managers in the successful servicing of customers
• Increase customer satisfaction through excellent communication and follow up
• Document issues and record resolutions for the firm’s system of record
• Act independently within policy to assist customers and internal partners and escalate in cases where the policy is preventing us from delivering the right client experience
• The ability to assist clients with excellent customer service
• Active FINRA Series 7, 63, 65/66 required and Life & Health licenses required within 90 days of hire
• Excellent problem solving skills
• Knowledge of the JPMorgan Chase organizational structure and the ability to work across multiple Lines of Business
• Bachelor's degree preferred or equivalent work experience: typically a minimum of two years in customer service or operations
• Ability to Multi-Task
• A demonstrated ability to work independently with the added capability of working well in a team
• Ability to work in a high pressure environment effectively
• Minimum three years of retail sales or customer service experience - in person or over the phone required
• Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer
• Ability to present features, and benefits of products and services to customers with differing needs
• Self-motivated, assertive, performs well in a team environment
• Analytical and time management skills to maintain focus on production
• Computer key boarding skills

Technical Client Service Specialist Resume Examples & Samples

• A TCS specialist is responsible of managing the technical responsibility of some of MSCI’s most important clients. Therefore he/she should be able to provide remote and when necessary on-site technical support to regional and global client-base, across desktop, ASP, toolkit and open architecture products. Collaborate with sales team to provide pre-sales advice and consultations to prospects - demonstrating products and toolkits covering architecture and operational workflow. Deliver software implementations and software upgrades to new and existing clients. Deliver post-implementation support, working with clients directly and with escalated issues from our Global Client Service team. Develop and maintain relationships with key IT contacts at top tier clients. Document client's architectures and maintain solutions database
• Be able to operate under pressure and troubleshoot issues in a timely manner, providing full explanation to clients and offering training to improve knowledge of the applications. Escalate when necessary making sure the correct department is working on a solution and provide regular updates to clients. Provide first-class customer service resulting in high customer satisfaction scores
• Leverage technical skills to develop solutions for customer and internal issues. Identify the need for, and write effective scripts in Windows and/or Linux environments to automate team and/or client processes that involve data transformation and loading. Develop software for internal use that monitor our distribution systems and increase efficiency for other team operational processes
• Basic programming Skills on at least one of these languages: .NET (VB, C#), C++ and/or Java
• Basic knowledge of DB principals (SQL, Database Design, Data Integrity, Data Mining) in either MS-SQL or Oracle
• Advanced MS Office, macro/VBA
• Fast learner. Candidate should
• Demonstrate programming/scripting experience (for more detail see the knowledge & skills section)
• Relevant client facing experience, for example: IT consultants, Technical Client Support, IT project managers, IT client relationship managers, etc
• Demonstrates initiative and is self-starting, motivated and committed
• 3 years+ relevant working experience
• Strong aptitude to learn new technologies and practices quickly
• Relevant degree (Computer Science, IT, Financial Engineering)
• Provide premium service to assigned accounts
• Provide 100% ownership (to resolution) of support issues from important accounts within assigned segment
• Answer detailed client inquiries about MSCI products and methodology
• Participate in developing client relationships through proactive follow up on issues raised
• Lead regular calls with important accounts to cover outstanding issues and giving updates
• Maintain relationships by ensuring relevant product and model information is shared with clients
• Contribute to producing service reviews and service plans that support client renewal initiatives
• Execute onboarding and training of Clients
• Become a subject matter expert on analytics products and services
• Championing process changes to improve Client Experience and Efficiency
• Strong Bachelor Degree in Mathematics, Physics, Engineering, Economics or similar subject
• Post graduate qualification in Finance (M.Sc./M.B.A./P.G.D.M.). Certifications like CFA/FRM will be an added advantage
• Total work experience of about 4-7 years or more in the financial services industry out of which at least 3 years or more in a client facing/relationship management role will be preferred
• Candidates with current positions in Market Risk groups, or client facing quantitative financial service providers will be preferably considered

Analytics Client Service Specialist Resume Examples & Samples

• Analyze market performance and data for our clients on a reactive and a pro-active basis
• Keep up with current events and trends in the market place
• Demonstrated understanding of financial topics which should include some of the following: Modern Portfolio Theory, Equity and Portfolio Construction, Optimization, Cap Asset Pricing models, Multi Factor Risk Models, Market Risk, Credit Risk and VAR
• Deep understanding of international financial institutions and global financial markets
• Proactive and highly motivated, track record of challenging self and others to anticipate future trends and creatively capitalize on opportunities
• Dynamic, track record of excelling in an environment of ambiguity by quickly adapting behavior and work methods to adjust to multiple demands and shifting priorities
• Teamwork, ability to work efficiently with diverse cultures on a global team and knowing when to involve appropriate colleagues in projects regardless of function or location
• 5-7 years experience in Financial Services
• Competitive pay, great benefits and vacation time. Benefits including medical, dental, vision, life insurance, 401(k) with company match and cash pension plan
• Casual Dress
• Fitness Facility
• Free parking
• Requires high school diploma or equivalent
• One year related experience preferred
• Required skills include good written and verbal communication, interpersonal, basic math, organizational, reading comprehension, and problem solving
• Possible overnight travel to participate in meetings may be necessary
• Requires basic knowledge of plan and contract documents, manuals, procedures, and Company products and services
• Basic knowledge of Pension products preferred
• Must have ability to balance working independently with working in a team environment to meet client needs and achieve overall Pension goals
• Basic understanding of accounting and recordkeeping systems and PC applications preferred
• To manage through to effective resolution all complex client application support requests
• To specialise in operational functions to provide timely updates/resolution to function specific queries
• Become the client facing subject matter expert for given operational process(es)
• Act as liaison between SIEL’s Operations and the client on daily operational and business critical issues
• Escalate operational service issues to the Relationship team and Middle Office Manager as warranted
• Participate, as applicable, in Relationship Management meetings with clients in person and over the telephone
• Travel to meet with clients when required
• Build and maintain a working knowledge of SEI’s operating services
• Participate in Operations unit initiatives where appropriate
• Ideally degree educated (or equivalent) with experience within financial services. Private banking, mutual funds and investment advisory is preferred as is industry knowledge of private banking, asset management and investment processing
• Excellent project management, organizational and PC skills
• Process-oriented with strong attention to detail
• Ability to handle multiple tasks and projects with tight delivery schedules
• Responsiveness, accountability and adaptability
• Professionalism and leadership
• Critical thinking and problem-solving skills
• Self-motivated and willing to learn
• Supports a healthy team environment
• Work the queue, faxes, incoming mail and emails daily, contacting the clients directly with resolution
• Documents customer issues utilizing current on-line information management system
• Ensures timely reporting, referral, follow-up and escalation of internal and external client issues to minimize disruption to service and overall impact to First Data clients
• Must remain current on company implementations and changes
• Must possess a detailed knowledge of policies and procedures with a broad understanding of the client operation
• May provide training support for all new hire service personnel
• May coordinate the rollout of client-specific procedures within the service center
• May help build and maintain knowledge sources
• Act as liaison between clients and internal departments to communicate, research, and investigate client issues
• Analyze data and workflows to determine root causes and make recommendations to gain efficiencies
• May provide support for tours of and presentations on the service center
• May serve as acting supervisor during his/her absence
• May negotiate with clients to reach a satisfactory conclusion from a business/client perspective

Associate Client Service Specialist Resume Examples & Samples

• Utilize the call tracking system, and process client requests in a timely and accurate manner
• Clearly communicate pertinent information to internal and external clients; provide follow-up and status updates to clients on all outstanding issues; communicate and escalate internal and external client concerns
• Build and maintain relationships with clients
• Monitor issues to establish patterns
• Analyze internal operations and recommend ways to improve processes
• Ensure all departmental procedures are followed and established timelines are adhered to
• Provide clients with notification of pending changes/enhancements and production issues that will impact or benefit their business
• Experience in the financial services industry a plus
• Comfortable operating in a fast paced environment which deals directly with a diverse and demanding group of clients that expect a high level of support
• Ability to adapt and embrace change on an ongoing basis
• Outbound calls to clients and internal partners to validate payments. Actively engaging with internal partners
• Monitoring of various queues for detection of potential fraud payments and prioritizing to ensure payment cutoffs are met
• Troubleshooting payment transactions to identify false/positives and decision on how to handle
• Immediate reaction and escalation of confirmed fraud payments and following procedures to secure the client profiles and escalating to relationship and management teams
• Ensure client satisfaction and confidence with JPMorgan Chase payment products and services
• Accurate and timely documentation of all interactions
• Monitoring of the group mailbox and assignment of email inquiries that require investigation or client callback
• Support the development and maintenance of policies, procedures, and training materials. Escalation of issues as necessary
• Partner with Production Management and Clearing teams to adjust or correct fraud monitoring criteria where needed
• Participate in creating end of day reports and fraud monitoring activity reports
• Partner with the leadership team, other team members, and business partners to resolve client issues and to meet business goals
• The Client Service Specialist II (Account Manager / Underwriter) sells, services, and underwrites our established portfolio of Directors & Officer Liability (D&O) insurance products and Property & Casualty (P&C) business insurance to our nonprofit clients, providing customer support to clients, prospects and retail agents/brokers
• The Account Manager / Underwriter will manage an existing book of nonprofit D&O renewal accounts of medium complexity focusing on retention targets as well as client and retail agent/broker relationships. The Account Manager / Underwriter will also work on P&C insurance rating and underwriting review of renewal and new business risks within a designated affinity program targeting the nonprofit social services segment
• Both the D&O and P&C responsibilities require maintaining detailed knowledge of carrier forms, products and competitive landscape and relaying that information where appropriate with team members. Delivery of concise and accurate new/renewal proposals to retail agents/brokers and direct clients/prospects. Adept in conducting detailed discussions with retail agents/brokers and clients/prospects about coverage and pricing features of the programs. Responsible for maintaining strong working knowledge of necessary resources, marketing materials, and available technology. Recognizes opportunities for process improvements & recommends changes. Proven ability to facilitate and negotiate using tact and diplomacy
• Directors and Officers Insurance responsibilities include (but are not limited to) the following: Responsible for underwriting, obtaining, and servicing policies and meeting retention goals and new business targets where applicable. Conduct the renewal and maintenance of existing accounts and quote new business accounts where applicable. Provides technical advice to clients/prospects and retail agents/brokers as needed. Prepares renewal and new business proposals to ensure successful outcome of transactions. May participate in special projects/programs as assigned, such as training or communications, sessions within or outside of the company
• Property and Casualty Insurance responsibilities include (but are not limited to) the following: Responsible for property & casualty insurance rating and underwriting review of renewal and new business risks within a designated affinity program targeting the nonprofit social services segment. Responsible for utilizing rating tools and input in carrier underwriting systems. Accountable for following instructions provided by lead underwriter in order to ensure accurate risk assessment and documentation
• Excellent communication skills, verbal and written
• Experience with Microsoft office suite products (Word, Excel)
• Strong organizational skills and attention to detail
• P&C license required within 6 months of hire date
• 1-2 years’ work experience in the Property & Casualty insurance field either in management liability or all lines of P&C
• Will consider recent college graduates
• Bachelor’s degree strongly preferred, or combination of applicable experience and education
• Minimum two (3) years’ experience working in a similar capacity, with insurance, health promotion or health care industry experience preferred
• Must be self-motivated, thrives in a fast-paced, team environment and able to work effectively with little supervision and direction
• Strong active listening skills with the ability to ask thoughtful and probing questions to determine client needs
• Strong organizational skills with excellent multi-tasking, problem-solving and follow-up skills, and the proven ability to deliver timely and accurate work product
• Excellent written and verbal communication, interpersonal and relational skills, including the ability to communicate effectively with remote locations, internal/external clients and vendors
• Advanced skills in Microsoft Word, Excel, Access and PowerPoint; knowledge of Publisher
• HIPAA Certificate must be obtained within one (1) week of hire date
• Demonstrated ability to exercise sound judgment when handling complaints, confidential and sensitive issues
• Requires the ability to collect and analyze complex numerical and written data and verbal information to reach logical conclusions
• Requires the ability to work and cooperate with clients, co-workers, managers, the public and employees at all levels in order to exchange ideas, information, instructions and opinions

Licensed Client Service Specialist Resume Examples & Samples

• Service clients needing trade assistance in the absence of the financial advisor. Includes review of each order request for accuracy and suitability, discussing the trade with the client, entering addressing client concerns/providing information about investments, and reinforcing branch/client relationship
• Welcome prospects to the firm and service existing clients by opening new accounts in the absence of the financial advisor. Includes gathering information in accordance with NYSE Rule 405, in addition to determining appropriate investment objectives for the account
• Review order requests submitted by financial advisors not registered in the client's state of residence and placing override trades when determined to be approved legal exceptions
• Answer incoming calls from branches and provide information/training on Order Service policies/procedures
• Facilitate the training of associates & FACD as needed Includes coaching/mentoring, review of the trainee's performance and comprehension of the training materials
• Providing real time feedback, determining when the trainee is prepared to begin working without a trainer and documenting and communicating feedback to area leaders
• Upon gaining a level of proficiency in the Order Service role, will cross train in Client Relations
• Minimum of 1-3 years previous experience in securities industry preferred
• Excellent client service, verbal and written communication skills
• Strong workflow management skills
• Ability to apply sound judgment in decision making
• Knowledge of firm guidelines concerning NASD/State securities registration, trading practices, investment suitability and proper disclosure of product information
• Ability to understand and communicate research opinions and information on companies/investment product
• Basic understanding of economics, interest rates, and the stock market
• Ability to function in a fast-paced environment without sacrificing quality
• Strong computer skills required, including effective use of Microsoft Office applications and Internet Explorer
• Bachelor's degree or equivalent work experience is preferred

Client Service Specialist, Gartner Research Resume Examples & Samples

• Bachelor degree, Major in Business or IT preferred
• 3-5 years experience in a fast paced customer service environment, preferably in the information technology industry
• Ability to take initiative, ownership and accountability in processing client /non client requests
• Ability to manage multiple tasks simultaneously and prioritize workload
• Capacity to work as part of a virtual global team
• Strong interpersonal and relationship building skills
• Ability to problem solve and bring timely resolution to escalation
• Process-driven, methodical and pays strong attention to detail
• Teamwork, ability to work efficiently with diverse cultures on a global team and knowing when to involve appropriate colleagues in projects regardless of function, geography, or business line
• 3-7 years experience working in Financial Services
• Undergraduate degree in Finance, Economics, Actuary or other quantitative fields required
• Assist High Net Worth, Retail, and Institutional clients with application issues
• Respond to inbound customer calls in a professional manner and addressing customer issues
• Provide customers timely and accurate information reflecting a positive and customer oriented image of the organization
• Maintain a courteous and pleasant demeanor while speaking with customers
• Handle multiple tasks
• Adapt to the needs of the individual caller
• Offers alternatives and options to satisfy customer concerns
• Researches and resolves a wide variety of customer questions/issues
• Education: Bachelor's degree required
• Experience: Minimum 2 years in Customer and/or Financial Service
• Registrations: FINRA Series 7 and 63 a plus. (if you do not have but are willing to obtain we will sponsor)
• Outstanding written and oral communication skills
• Basic understanding of brokerage regulations and rules that govern client accounts
• Demonstrates experience in handling client concerns and issues with tact and diplomacy
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

Asset Management GWM Client Service Specialist Based Resume Examples & Samples

Employee assistance program client service specialist resume examples & samples.

• Responsible for assisting with answering all EAP calls that come into the EAP dedicated line (back up)
• Responsible for assisting with presentations for open enrollments and employee orientations
• Responsible for assisting the Account Managers in the preparation and delivery of Utilization Reports
• Responsible for assisting with coordination of Critical Incidents Stress Debriefings
• Responsible for a small account caseload
• 1+ years of recent Behavioral Health experience
• 2+ years of Face to Face Client/Customer service experience
• Experience making and receiving customer phone calls in a professional setting
• Experience giving presentations
• Intermediate level proficiency with Microsoft Word, Excel, PowerPoint and Outlook
• Experience supporting Account Managers or Account Executives
• Ability to travel up to 50% of the time locally
• Ability to work nights and weekends as needed
• EAP (Employee Assistance Program) experience
• Bilingual in English and Spanish

Client Service Specialist Wealth Management Resume Examples & Samples

• Products including: mutual funds, variable annuities, stocks, bonds, IRAs, 529s, brokerage, advisory and direct subscription platforms
• Processes including: new account setup, cashiering, periodic investment plans, IRA distribution/contribution rules, transfer of assets, dealer changes, and stock transfer
• Systems including: DST Vision, NetX360, Albridge Wealth Reporting, Envestnet, CCPulse, Siebel, Outlook, Skype
• Excellent telephone and written communication skills
• Candidate must possess strong analytical skills, have the ability to ask probing questions, and present solutions to complex issues that may arise
• The individual must exude patience and have the ability to articulate procedures and concepts to callers of various levels of expertise
• Broker-Dealer Operations – account set-up, cashiering, transfer of assets, IRA distribution rules, mutual funds, variable annuities, industry regulations, systems and processes
• Experience with asset allocation strategies as well as investment advisory products preferred. Envestnet knowledge a plus
• 3 to 5 years of financial services operations or call center experience

Licensed Client Service Specialist Order Service Resume Examples & Samples

• Deliver training for processes, tools and role-specific capabilities
• Develop and maintain business procedures with the support of business subject matter experts
• Conduct needs analyses to help determine appropriate training solutions
• Develop and maintain training material, working in partnership with the other business specialists
• Keep current on business unit practices
• Measure the effectiveness of the learner’s application of the knowledge using appropriate testing and evaluations
• Complete learner assessments and conduct coaching/mentoring sessions in order to provide feedback to the learners while keeping the business informed of learners’ progress
• Apply accelerated and blended learning techniques in training
• Identify individual learning styles and adjust the program accordingly
• Act as a professional consultant to the business partners
• Deliver knowledgeable and capable staff to the business unit
• Recognize and act on opportunities for continuous improvement
• Participate on projects as assigned by the Manager
• Exhibit a sense of passion and commitment to living the brand in day-to-day activities and be a role model to new and existing Sun Life employees by your actions and positive attitude
• Leverage internal and/or external resources to create high quality, best practices learning and development solutions
• Work From Home available 1-2 days per week after 90 day training period
• West Region Core Customer Hours – 10:00 AM – 7:00 PM CST
• Responsible for all aspects of servicing new business, renewals, and supporting the remarketing process to include program analysis, preparation of applications, negotiation with carrier underwriters, obtaining quotes and creating/delivering proposal documents
• Coordinate and support all day to day service deliverables such as client inquiries and requesting policy endorsements from carriers within our own workflow, or in other Central teams as appropriate
• Mentor and coach team members
• Maintain knowledge of market trends and changes
• Ensure group policy meets all legal, regulatory and compliance requirements
• Maintain client relationships with assigned accounts and support retention ratio at or above target retention targets
• Collaborate and communicate with other service teams (e.g. NAC, Certificate Center, Surplus Lines, etc.) to smoothly and effectively complete joint work/process steps
• Gather relevant information in support of prospecting activities
• Review and analyse current and expiring exposures, identify changes, perform needs and gap analysis and prepare proposal
• Facilitate both internal and external strategy meetings and document results
• Obtain Order to Bind from client and deliver confirmation
• Perform file review and complete required forms
• Design, prepare, negotiate and deliver fee/compensation agreement to clients ensuring both client profitability and SOX compliance
• Resolve client and carrier issues, including but not limited to coverage questions, billing discrepancies and collections
• Develop and deliver Client Service Handbook with instructions for claims and certificates
• Obtain audit revisions/dispute audit with carrier as applicable
• Work with Carrier on change requests and endorsements, and when verified, deliver to client
• Maintain account management information in appropriate systems
• 1-5 years of insurance experience in a role that is client-facing or external stakeholder-facing is required
• Property & Casualty insurance knowledge/experience strongly preferred
• Excellent verbal and written communication skills to include phone conversation and email communication
• Demonstrated analytical ability, strong decision making skills, and conflict resolution
• Attention to detail and process orientation
• Technology acumen to adapt to multitude of technology based systems (Epic, WillPlace, etc.)
• Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
• Time management and organization skills
• Advanced knowledge of computer software packages including MS Word and MS Excel (exposure to Excel formulas and Pivot table creation/manipulation a plus)
• Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current status

Asset Management Gwm-client Service Specialist Based Resume Examples & Samples

Operations support & client service specialist resume examples & samples.

• Serving as communication liaison between clients and laboratory management staff
• Perform various administrative project management tasks
• Scheduling and organizing client visits and audits
• Directing information for sample log-in within LIMS
• Facilitating responses to client feedback issues
• Knowledge of GMP/GLP
• Associates degree or higher in a science or business curriculum
• Checks-in all participants entering the facility. May complete drug screens according to assigned random schedule for each participant check-in
• Completes initial intake process with participants to completion, including intake paperwork, input into Company database, and assignment of groups and other services
• Provides general office administration duties, including answering phones. Provides general customer service to all who enter the facility, including participants, customers and the general public
• Assists case managers with case coordination, communication with appropriate official agencies, and preparation and distribution of reports
• Files, prepares charts and performs data entry as assigned
• May collect participant payments, post payments on Company database, and make daily cash deposits
• May be responsible for office opening and closing procedures
• May be responsible to install and/or de-install electronic monitoring equipment on participants, and forward documentation to the appropriate agencies and the Company monitoring center
• May transport participants to the center, community service events, job fairs, employment centers, clinics, etc. using Company vehicle
• May clean electronic home monitoring (EHM) equipment
• May facilitate orientation and psycho-educational/behavior modification groups on a weekly basis. Documents participants’ attendance, participation and progress in Company database
• Performs other duties as assigned
• Good customer service skills
• Effective communication skills with internal and external contacts at all levels
• Good organizational skills and attention to detail
• Solid computer skills and proficiency with MS Word and Excel
• Basic database skills
• Basic math skills
• Bi-lingual (English/Spanish) skills may be required
• Ability to safely operate a motor vehicle if required to transport participants
• Valid State driver’s license and 5-year record of safe and competent driving as demonstrated by state motor vehicle report if required to transport participants
• Minimum of six months experience in Human Services field with direct participant services preferred
• Minimum of six months experience working with minority populations preferred
• Must be 21 years of age with at least five years driving experience if required to transport participants

Commercial Client Service Specialist Resume Examples & Samples

• High School Diploma or GED required
• Minimum 4 years in an administrative capacity required
• Minimum 2 year basic computer experience required (eg. Microsoft Work, Excel, Outlook, and Powerpoint
• Provide necessary on-board trainings to prospect clients regarding Barra model and tools
• Work closely with Sales and Consultant team and prepare sample use case for client pitching
• Visit client and have on-site meetings if required
• Work closely with post-sales support team to ensure the handover smooth
• Provide client feedback to the Marketing, Product Management, Research and Data teams
• Strong quantitative skills in multi-asset class pricing model and market risk model
• Three to five years relevant experience with graduate degree
• Must have excellent verbal and written communication skills in English and Mandarin
• Ability to articulate complicated concepts or methodologies verbally and in writing to senior management and clients
• Ability to work efficiently with diverse cultures on a global team and knowing when to involve appropriate colleagues in projects regardless of functional, geographic, and business lines
• Track record of challenging self and others to anticipate future trends and creatively capitalize on opportunities
• Demonstrated understanding of modern portfolio theory
• Excellent academic tracking record
• Financial engineering in asset modelling, Quants Strategy or asset pricing
• Past experience in client facing capacity is preferred
• CFA/FRM is preferred
• Frequent interaction with internal/external clients both via phone/email (Phone = Solution Center WHEM calls; Email = CB inquiries)
• Working with various areas of the bank for client resolution,
• Opening and monitoring cases in Service Portal,
• Following up on requests, and occasional outbound calls to resolve concerns quicker
• Resolve customer issues and queries in a way that reflects and expresses excellent customer service
• Take ownership and provide support and customer service to clients and business areas within JPMorgan
• Liaise with support functions and other business units to ensure the customer receives satisfactory responses in a timely manner
• Ensure all unresolved problems are escalated in accordance to instructions held on Policy & Procedure website
• Ensure all complaints are escalated appropriately, leveraging the sensitive client process
• Ad-hoc initiatives to improve quality create efficiency or improve client experience
• Exposure to and will need to become proficient in various systems including: Outlook, Service Portal, Customer Assist, AIDW, AARC, eServe, Remit One Admin, CCA, and Mainframe
• Adhere to all departmental and Commercial Banking guidelines
• Time management and organizational skills
• Attention to detail
• Proactive in raising potential risk/fraud
• Excellent verbal and written communication
• Flexibility to support adjustments to work load (phone and email)

Business Analysis / Client Service Specialist Resume Examples & Samples

• Consistently address and respond to all client inquiries professionally and with timely follow-up
• Collaborate with members of Client Service and Product Management to answer day-to-day questions, resolve problems, and work on product enhancements
• Assist Development and Product Management teams as needed in testing data products and database changes
• Work with a variety of applications and internal databases in order to perform simple and sometimes complex database queries and perform adjustments as needed
• Build and maintain relationships with various points of contact ranging from exchanges to internal product groups for the purpose of communicating and resolving related inquiries
• Act as a product content specialist and provide second level customer support when necessary
• Interpret product documentation in order to understand and relay the flow and final delivery of the support information to internal and external clients
• Act as the second line of escalation for all production problems reported by the operations monitoring area
• Capture and maintain detail production statistics and logs for production reporting
• Monitor production on a daily basis
• Ensure production incidents are worked upon to completion. This entails
• Firm understanding of global financial markets
• Previous BA/PM experienced highly preferred, but not necessary
• Experience working with databases and systems used for supporting various products
• Excellent listening skills and the ability to, in turn, relay information clearly and concisely to internal or external clients
• Enjoy and thrive working in a fast paced team oriented environment
• Experience in drafting and reviewing product manuals and use cases
• Proficiency with Microsoft SharePoint and Access
• Answering incoming telephone calls into the Transaction Support Team
• Respond to on average 25-40 telephone calls per days relating Treasury Services Cash Management enquiries. Examples of the types of enquiries received are Balance Enquiries, Debit / Credit Enquiries, initiation of investigations enquiries to return , recall or obtain further details
• Respond to enquiries on all JPMorgan Branches including European and New York accounts
• Talk to external Multinational Corporate, Financial and Non Bank Financial Institutions and internal partners
• The successful applicant must be prepared to work under pressure and be focused on achieving the teams objectives which include answering incoming client calls within a defined timeframe (Average Speed of Answer), ensuring that as many calls as possible are answered correctly and fully first time, performing root cause analysis to see how we can reduce the amount incoming calls and work with clients to enable them to self serve whenever possible
• Use a number of different enquiry systems to successfully identify relevant information
• Demonstrated competency in supporting ACH, Clearing, and Disbursements. Lockbox, General and MCCY knowledge is a plus
• Excellent customer service skills
• Ability to work in a fast paced environment and an adaptability to change
• Strong organizational and decision making skills
• Ability to multi task while working under minimal supervision
• Must be PC literate with proficiency in W/MS Windows
• Demonstrate strong customer service experience
• A full working knowledge of FTS, PRPC & TLM would be an advantage
• Receives and responds to customer queries in a timely manner based on informational scripts provided
• Enters new client information into client database as needed
• Compiles and/or updates job details in relevant databases
• Follows-up with clients by phone, email or correspondence to keep client fully informed of
• Experience utilizing effective written and verbal communication skills
• Experience utilizing exceptional interpersonal, communication and organizational skills
• Experience working in a fast-paced, team-oriented, high-energy environment
• Experience with multi-tasking and detail oriented
• Experience in building relationships with existing clientele in a non-sales capacity
• Intermediate level skills with MS Office; Word, Excel and Outlook are required
• Intermediate level skills with Internet/Searching tools required
• Excellent typing skills, high degree of accuracy
• Organizational skills, attention to detail and the ability to work in a team environment are also necessary
• 2 years’ experience in customer service strongly preferred
• 2 years real property experience highly preferred (i.e. mortgage banking, commercial/residential)
• Stay abreast of technology changes with a specific focus on virtualization and other software that can streamline distribution of data and software to clients. Test-drive and prototype new software distribution approaches. [not sure on the specific focus on virtualization and distribution - just leave this at staying abreast, test driving, identifying new technologies etc…]
• Be able to operate under pressure and troubleshoot issues in a timely manner
• Experience with .NET (VB, C#), C++ and/or Java
• Strong demonstrable skills in either MS-SQL or Oracle (SQL, Database Design, Data Integrity, Data Mining)
• Good scripting and batching languages, to include at least one of Perl, VBA, WSH/vbScript including strong command line batching and administration
• Experience with virtualization software
• Excellent problem solving ability
• Demonstrates initiative and is self starting, motivated and committed
• 3 years+ relevant experience

Wealth Management Client Service Specialist Based Resume Examples & Samples

• Follows-up with clients by phone, email or correspondence to keep client fully informed of resolution process and status
• Contacts internal departments as necessary to resolve customer-related issues
• Keeps records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
• Refers unresolved customer grievances to designated departments for further investigation
• Performs other duties as requested by Supervisor

Wealth Management Months Fixed Term Contract Client Service Specialist Based Resume Examples & Samples

Marketing & client service specialist resume examples & samples.

• Bachelor’s degree from an accredited four-year university or college preferred, or equivalent work experience
• 3-5 years of experience in marketing or client service, preferably in the investment management or financial services industry
• Strong attention to detail and problem-solving skills
• Strong oral, written and visual communication skills
• Proficiency in Excel including macros, chart building
• Understanding of analytics and markets/economy
• Proficiency in database use including retrieval, report writing, developing efficiencies
• Proficiency in or ability to acquire desktop publishing skills
• Self-starter that can work both independently and collaboratively with teams
• Ability to prioritize and manage multiple projects independently and simultaneously, meet deadlines and adapt to changing priorities and timelines
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook); CRM system software knowledge a plus (MS Dynamics CRM and/or Salesforce); design software knowledge a plus (Adobe InDesign, Illustrator)

Related Job Titles

Client Service Specialist Resume Samples

A Client Service Specialist can be seen working in a variety of environment including banks, call centers, and health care sectors. The major roles and responsibilities disbursed by these specialists are mentioned on the Client Service Specialist Resume as follows – maintaining client records , forwarding customer requests, taking incoming calls, answering to customer’s inquiries, handling escalated issues, rendering technical assistance to clients , interacting directly with clients, routing incoming calls and supporting requests to appropriate higher authorities.

To fulfill the above-mentioned description; job applicants will require the following skills and abilities – a thorough understanding of the company’s product and services; excellent organizational skills, the ability to understand the jargons of technical teams; and business acumen. Sample resumes mention educational background from varying fields based on the type of industry. Work experience will be an added asset.

• Resume Samples
• Client Service Specialist

Client Service Specialist Resume

Objective : Client Service Specialist is responsible for creating a seamless experience for our clients. Ensure that all clients are greeted by a knowledgeable, professional and courteous representative, who provides the best service possible for the company.

Skills : Special Education Teacher K-12, State Of Texas, Social Studies Teacher 4th-8th Grade, State Of Texas.

Description :

• Ensured customer satisfaction, set up service calls and special visits, addressed concerns and questions on company services.
• Assisted in scheduling appointments, worked closely with Service Manager to assure customer satisfaction and timely service.
• Set up accounts and contacts and ensured data quality control.
• Educated customers on services offered, all types of lawn issues, plant types, and advised on adverse issues such as lawn diseases and insects.

Objective : As a Client Service Specialist, responsible for Representing client internally and coordinates with other functions to implement client systems, complete projects, and address ongoing service needs.

Skills : MS Office, Customer Service, Sales, Receptionist.

• Answer Phones File Charts Balance and Handled cash register Schedule appointments Record in medical records Use computers for various applications, such as database management or word processing.
• Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
• Create, maintain, and enter information into databases.
• Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
• Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
• Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
• Complete forms in accordance with company procedures.

Client Service Specialist III Resume

Summary : In depth knowledge of high quality client service with a strength in improving efficiency. Versatile demonstrated problem solving abilities. Proven leadership, organizational, interpersonal and process improvement skills. Self starter with the ability to work with no supervision while supervising and delegating projects to employees.

Skills : Microsoft Office, CRM, Paychex, Google Docs, Google.

• Worked with customers on a daily basis, meeting their needs an answering their account related questions or inquiries.
• Followed the guidelines of business conduct under the strict jurisdictions of the SEC & FINRA.
• Opened new accounts and entered information into company database on a daily basis.
• Performed high volume document scanning including implementing a quick follow-up system to reduce rejections and increase production.
• Upgraded the office filing system for maximum efficiency.
• Accepted and processed customer deposits on a daily basis.
• Processed incoming and outgoing mail and other mailroom duties when needed.

Client Service Specialist/Team Member Resume

Headline : Goal is to engage in a career that will allow for progress in terms of skills/expertise, socio-economic development, and innovation through exposure to new ideas for personal/professional growth, as well as growth of the company.

Skills : Excellent Customer Service Management Abilities Clerical Administrative Strong Communication Skills Detailed-Oriented Proficient With Microsoft Office Programs And Company Software Programs.

• Answer internal and external customer inquiries via phone and/or email.
• Ensure all policies and procedures are followed.
• Respond to all customers in a positive and professional manner.
• Maintain and exceed the expected level of productivity and quality standards.
• Accurately code all information relevant to each customer's inquiry.
• Effective in a fast paced/high volume environment.
• All other duties as assigned by a member of leadership.
• Promotion within 6 months working with the home delivery team Skills Used Sales force trained.

Client Service Specialist II Resume

Headline : A results-driven, customer-centric Client Care Specialist with over the 10 years of success in background screening venues. Analytical and organized with a proven history of productively identifying needs, making recommendations, and implementing effective solutions. A naturally charismatic and enthusiastic leader compassionate about helping others while meeting and exceeding organization expectations and streamlining overall operations.

Skills : Microsoft Office, Spanish Speaker, Customer Service Skills, Data Entry, Filing, Sales, Team Building.

• Universal Background Screening - Woodland Hills, CA July 2009 - March 2015 Comprehensive screening firm specializing in full-service employment background checks Client Service Specialist Provide exceptional oversight and client-related processing services for background screening company serving clients country-wide.
• Utilize knowledge of federal and state regulations coupled with extensive experience with background checking procedures to deliver accurate records and outstanding customer service.
• Extensively involved with behind scenes activity regarding pending candidate applications.
• Provide verification of multiple confidential categories such as employment, education, professional licenses, motor vehicle, professional and personal references, and criminal background checks.
• Perform Social Security traces and provide drug testing results.
• Responsible for assisting clients with online submission processes; walk through Orbit website log-in and explain potential candidate information entry steps.
• Teach clients how to view pending reports in real time, and how to retrieve and archive completed reports.
• Implement web-ex demos and conference calls when necessary for training purposes, and document each customer request and eventual outcome into company-wide system.

Summary : Client Service Specialist Professional with strong technical proficiency and commitment to accuracy in financial data entry and financial record keeping. Desires an accounting position in a general office setting.

Skills : Microsoft Word, Data Entry, Microsoft Powerpoint, Excel, Filing, Customer Service, Cash Handling, Typing 20 Wpm.

• Daily operational and administrative tasks closely mirror those of Edward Jones) Work directly with clients to obtain information, provide explanations and offer enhancements to improve account functionality.
• Provide ongoing client education related to Schwab products and services.
• Encourage seminar attendance to further assist in generation of advice related activities.
• Relate client interest to branch representatives and perform follow-up activities as appropriate.
• Provide sales administration support including preparation of business development correspondence and data entry of current or potential client information.
• Share operational knowledge and skills as appropriate.
• Ensure branch files remain audit compliant including regular review of varying requirement and completion of specific exercises in preparation of audit.

Summary : To establish a long-term career in a company where I may utilize my Client Service Specialist professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.

Skills : Microsoft Office, Communication Skills.

• Coordination between client and internal departments of high value truckloads containing pharmaceutical supplies, requiring refrigeration and vetted truck routes.
• Client delivery appointment scheduling, to include appointment entry on client system Lean Logistics once appointments confirmed.
• Upon delivery of shipment, proof of delivery information uploaded to Lean Logistics.
• Handed 7 accounts with the expectation and successfully learning their mechanics within a 30 day period.
• Disposition and follow up of shipments heavily communicated telephonically and electronically.
• Driver trackability / Dispatch / Hours of Service TMW Order Entry / Dispatch Modu.

Client Service Specialist Lead Resume

Summary : Hold eight-plus years' corporate professional, customer service, and leadership experience, facilitating effectively driven business objectives and initiatives. Seek corporate position empowering me to utilize my diverse background; and, enhance my recognized track record of customer-service and employee-support skills' success.

Skills : Excel, Oracle, Excel, Sharrpoint, Microsoft Word, Excel, Excel, Microsoft Office, Microsoft Office, Oracle.

• Take incoming customers calls and provide needed information.
• Call customers to provide service information.
• Verify client information, program benefits and applicable health benefits over the phone; and, enter information in the tracking system.
• Perform client tasks and functions as directed by upper management.
• Manage customer's conflicts and resolve issues.
• Train new hires for customer service position.
• Procure product assortments for highly diverse client base; and, provide recommendations to internal and external decision makers on additional health related profitable programs.
• Manage customer complaints; and, direct them to appropriate departments.

Client Service Specialist (remote) Resume

Headline : 8 years of experience as a customer service specialist in high volume sales through phone, email, CRM tools such as Cisco, DREAM, ATG, and RMS Received top quality award 3 quarters in a row by helping 12,000 customers per month and resulting in [] in sales per year Coached and mentored small teams of trainees on providing quality service, maintaining customer relations, and selling products, as an ambassador at Louis Vuitton.

Skills : Microsoft Office, Management Skills.

• Ensuring each client receives superior service experience while assisting with problem resolution and research.
• Completing all client requests accurately and in a timely manner.
• Gather financial information in order to ensure that they achieve their financial goals.
• Assist 5 relationship managers and serve as client contact in RM's absence.
• Maintain strong partnership relationships with all wealth and asset management partners who include underwriters, treasury management & loan operations.
• Opening and closing deposit accounts accurately and in compliance with AML and CIP regulations.
• Conduct enhanced due diligence on new and existing clients in accordance with firm policies and the USA Patriot Act.
• Execute KYC review for new and existing accounts (consumer & small business) opened in conjunction with the reliance agreement.

Client Service Specialist I Resume

Objective : A seasoned professional with over thirty five years of experience in varying aspects of business, including accounts receivables, credit and financial reporting. Twenty years of experience in health and welfare plans, PBM and defined contribution retiree plans at both divisional and corporate levels. Effective problem-solver and administrator, comfortable interfacing at all levels within the organization.

Skills : Microsoft Office, Website, Facebook.

• Acted as the principal liaison between my assigned clients and the customer service and support organizations that deliver CIGNA's products and services.
• Integral team member for the sale and implementation of administrative services for managed health care to Kmart Corporation, which generated over $50 million in revenue annually and earned me the Circle of Excellence Award.
• Major job responsibilities included the following: Developed a comprehensive client service plan and retail strategy for each client.
• Articulated and implemented specific, action-oriented, proactive customer service strategies for each assigned client.
• Monitored internal and external procedures, programs, as well as legislative developments that impact the client and provide appropriate communication of these to the client and their employees.
• Supported the New Business Manager in presale and finalist presentations, including providing expertise and support in benefit design, claims, service and administrative capabilities.
• Identified opportunities to market and sell additional products/services to enhance our position based upon information obtained through everyday contact with the client.
• Assisted with special projects for clients, brokers and consultants.

Client Service Specialist/National Accounts Resume

Objective : Recognized as a strong leader, negotiator, mentor, trainer and problem solver. A quick learner who is proactive, energetic, creative, honest and ethical with superb communication and presentation abilities. Highly dedicated with track record of providing exceptional customer service, support and follow-up in diversified / fast-paced environments. Resourceful and committed to excellence. Keen sense of quickly assessing needs and devising successful solutions for both the company and its customers.

Skills : Customer Service Skills computer skills self starter Team leader.

• Worked closely with Office Leader to ensure our daily target was hit.
• Checked in clients, answered phones, scheduled and confirmed all appointments, made follow up phone calls as well as thank you calls.
• Worked with all Tax Professionals to ensure the clients had an excellent office experience.
• Ensured office goals were met by having 90% of appointments confirmed.
• Also followed up with previous clients to schedule appointments for the current tax season.
• Scheduled appointments with loyal customers for the following tax season.
• Skills Used Customer Service, Phone, computer, goal setting, time management.

Client Service Specialist/Tax Season Resume

Summary : As my resume indicates, roughly fifteen (15) years of experience in the customer service industry. My experience working for twenty-five doctors at a specialty veterinary hospital for the past nine years has formed my commitment to providing exemplary customer service. It has also developed my organization skills, my attention to detail, improved my ability to work with speed and accuracy. I'm self-motivated, detail-orientated, and a team player.

Skills : Proficient in Excel, Word, Powerpoint, Medical Transcription.

• Welcomes clients by greeting clients and patients, in person or on the telephone; answering or referring inquiries.
• Optimizes clients' satisfaction, provider time, and treatment room utilization by scheduling appointments in person or by telephone.
• Keeps patient appointments on schedule by notifying doctor of patient's arrival.
• Comforts clients by anticipating clients' anxieties; answering questions; maintaining the reception area.
• Ensures availability of treatment information by filing and retrieving patient records.
• Maintains patient accounts by obtaining and updating personal information.
• Obtains revenue by recording and collecting patient charges.
• Helps patients in distress by responding to emergencies.

Summary : To obtain a Client Service Specialist position in a fast-paced environment where the company best put to use my strong communication and interpersonal skills.

Skills : Microsoft Office, Excel, Sales, Customer Relations, Payroll, Office Management, Clerical, Training, Phones, Medical Terminology, Customer Service, Payroll, Data Entry, Invoicing, Inventory, Accounts Payable, Accounts Receivable, Organizational Skills, Problem Resolution, Marketing.

• Operated a multiline telephone system to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
• Greeted persons entering establishment, to determine the nature and purpose of their visit, then direct or escort them to specific destinations.
• Transmitted information or documents to customers, using computer, mail, or facsimile machine.
• Heard and resolved complaints from customers or the public.
• Performed administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with pay records, invoices, balance sheets, or other documents.
• Provided information about establishment, such as location of departments or offices, employees within the organization, or services provided Processed and prepared memos, correspondence, travel vouchers, or other documents for clients.
• Received payment and recorded receipts for services.

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