Client Advisor Resume Samples

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Client Advisors provide information and help to customers. Essential duties of a Client Advisor are promoting the company, suggesting products and services, answering to client inquiries, referring customers to someone senior should they need it, and reporting to supervisors. Based on our collection of resume samples in the field, essential job requirements are customer service, a friendly and approachable manner, product knowledge, reporting, and teamwork. Employers choose resumes displaying at least a high school diploma and customer service training.

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1

Client Advisor

  • Cultivated rapport, built and maintained key client relationships to successfully sell vehicles valued up to $140,000.
  • Developed sales strategies and set challenging personal sales goals to ensure peak performance.
  • Monitored inventory levels and in-stock products in order to sell vehicles and products available in inventory.
  • Held position as dealership's top-ranked Client Advisor for gross profit each month.
  • Implemented a better system for handling incoming sales calls and walk-in prospects, which significantly improved customer service and employee morale.
  • Maintained an above 96% score in the Customer Satisfaction Index surveys each month.
Candidate Info
11
years in
workforce
7
months
at this job
BS
Fashion Merchandising
2

Client Advisor, Category Expert, Marketing Coordinator

  • Managed the Leather Goods Category Sales & Marketing efforts at the India flagship store worth $9M in revenues.
  • Represented India at Louis Vuitton’s LV Live Digital Workshop in Paris amongst 160 global retail professionals in June’15.
  • Trained & established 15 member team in leather goods savoir-faire, new product launch, internal communication & competitive updates.
  • Orchestrated seasonal product mix & strategic push lists with country merchandiser to manage festive & seasonal demands.
  • Created marketing plans with the clientelling arm at the store for consumer insights & client engagement within the category.
  • Spearheaded country wide Mobile Application Launch (LV Icon) with focus on user enablement, training document & user assessment.
  • Achieved annual personal targets of $850,000 (6% of business) & enhanced client satisfaction as one of the store’s top performing client advisors with highest customer development and retention rates (35% to 38%).
Candidate Info
5
years in
workforce
3
years
at this job
BA
Fashion Merchandising And Production
MS
Marketing
MBA
International Luxury Brand Management
3

Account Manager/client Advisor

  • Established credibility and rapport with clients over the phone.
  • Completed on average of 20-60 daily outbound calls to convert sales leads to managed accounts.
  • Generated a sales pipeline and managed over 100+ accounts effectively.
  • Built and sustained relationships in order to successfully achieve targeted goals and gain customer retention.
Candidate Info
5
years in
workforce
7
months
at this job
BS
Marketing
4

Client Advisor

  • Presented vehicle prices, interest, and payment numbers to customers, provided financial advice; communicated with sales managers and finance managers in order to close deals and maintain loyal customer base.
  • Followed up on sales leads from a variety of sources in an effort to create business, and build a clientele.
  • Supported and mentored new client advisors according to corporate guidelines.
  • Consistently received the highest ranking customer service index sores.
Candidate Info
12
years in
workforce
10
months
at this job
BS
Management & Marketing
5

Client Advisor

Greeted and assisted customers in a timely and friendly manner.

  • Provided excellent customer service and processed sale transactions.
  • Managed closing duties, including restocking items and reconciliation of the cash drawer.
  • Worked very closely with the Japanese clientele to ensure outstanding customer satisfaction by creating a relaxed sales
  • Translated English to Japanese in order to increase sales for the team members.
Candidate Info
8
years in
workforce
11
months
at this job
6

New Client Advisor

Managed the relationship of a new client during their transition from the Account Executive to the Account Manager.

  • Worked closely with the client for their first 90 days of service. Contacted business account holders for website engagement, account upgrades and onboarding via webinars.
  • Performance was measured by client retention and customer survey scores.
  • Led trainings on [company name]'s database utilizing web conferencing and teleconferencing.
  • Coached clients on how to find government contract using [company name]'s service.
Candidate Info
5
years in
workforce
3
months
at this job
BA
Sociology
7

Client Advisor

[company name] provides master policies for multi-unit buildings as well as personal line insurance for homeowner's.

  • Communicated extensively with Personal Lines clients to serve existing accounts and to identify and develop new business opportunities.
  • Responded to and resolved billing and payment discrepancies immediately upon notice from banks and accounting departments.
  • Transitioned all Personal and Commercial Line Insurance and Master Policies to Epic management systems.
Candidate Info
3
years in
workforce
9
months
at this job
BA
Communication
8

Client Advisor Associate

Client Advisor Associate (Series 7, 63, 65 and Life and Variable Annuity Insurance)

  • Responsible for day to day client servicing including account opening, account servicing and trade execution for both brokerage accounts and checking accounts.
  • Support advisors in the process of evaluating investment objectives to provide guidance to clients as appropriate given risk tolerance, income needs and current market environment.
  • Creation on fixed income portfolios as well as equity managed accounts based on parameters established with clients.
  • Work with internal partners (Sales, Operations, Management, or other relationship managers) to respond to client needs / requests.
  • Serve as subject matter expert to other associates and bankers
  • Actively manage and mitigate risk by adhering to all policies and procedures
Candidate Info
14
years in
workforce
2
years
at this job
AA
Business
BA
Economics
9

Client Advisor

  • Establish trust with customers by building a strong rapport and developing lasting relationships to ensure their needs are met, which in turn leads to referrals and increased sales.
  • Maintain in-depth product knowledge of BMW, as well as competitive brands in order to differentiate BMW as superior to existing and potential clients.
  • Effectively executes the negotiation and closing process, which resulted in number one volume of sales for 3 consecutive months.
Candidate Info
6
years in
workforce
10
months
at this job
BA
Communications
10

Client Advisor

  • Cultivated relationships with potential clients
  • Orchestrated vehicle introductions
  • Conducted client need assessments
  • Sustained robust communication with clients
  • Strategically negotiated to close deals
Candidate Info
6
years in
workforce
1
year
at this job
BS
Sport Management
Sport Management

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