Client Service Specialist Resume Samples

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Client Service Specialists are responsible for maintaining a high standard of customer service in a company. Essential tasks of a Client Service Specialist include maintaining client records, building client relationships, forwarding customer requests to appropriate personnel, taking incoming phone calls, answering to customer inquiries, and offering technical assistance to customers. Successful candidates make display of the following skills in their resumes: customer service, business acumen, problem solving, analytical thinking, teamwork, and computer competences. Example resumes mention various educational backgrounds, based on the type of industry.

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1

Client Service Specialist

Responsible for client problem solving related to documentations of invoices. Performed research to determine accurate billing. Communicated with the billing department regarding adjustments. Performed technical support duties for system issue.

  • Coordinated client communication by working with team members to divide the work to the appropriate service specialist.
  • Documented customer issues in timely manner by creating a ticket with the details of client concerns end result resolution of the problem.
  • Attained departmental and operational standards by following up with company template which contained rules and regulations and a go to email for help.
Candidate Info
14
years in
workforce
1
year
at this job
Business Administration
2

Client Service Specialist

  • Implemented quality communication, customer support, and product representation for each client.
  • Designed promotional displays, including quarter and full-size point of purchase displays.
  • Assisted store managers with on-going marketing and sales programs increasing client exposure.
  • Increased sales by 30% by monitoring sales records and consumer purchasing trends for all clients.
Candidate Info
5
years in
workforce
1
year
at this job
C
Certificate
3

Client Service Specialist

  • Conducts analysis of RDC via computer terminal programs and/or various reports to verify transactions, track trends, usage and reporting.
  • Show premium client service by scheduling and coordinating client's appointments and responding to inquires in diplomatic and tactful manner.
  • Demonstrate great analysis by analyzing clients' requirements and complaints, and provided effective remedies to resolve client's issues.
  • Conducted customer surveys and collected feedback on company's service to improve on effective customer service.
  • Consult with customers to analyze business requirements and convert requirements into product and service support solutions.
  • Handle complex problems while working with customers to ensure all discrepancies are resolved quickly and efficiently.
Candidate Info
5
years in
workforce
7
months
at this job
BA
Business Administration
4

Client Service Specialist, Operations

Managed client employers with 500 lives and under along with their designated broker (including BB&T, Senn Dunn, Higginbotham, Brinson) or benefit provider in membership eligibility and billing as well as promoting member engagement and communication. Operated in call-center environment with Salesforce.com CRM.

  • Triaged clinical escalations and disatisfactions with physician consultations and subsequent prescriptions
  • Educated employers and brokers on maintaining primary and dependent enrollments and terminations via self-service portal or by EDI transfer from third party administrators
  • Tracked client metrics and communicated to internal and external stakeholders the progress of implementations and usage
  • Developed custom marketing collateral for employers to encourage enrollment and ongoing use of services
Candidate Info
25
years in
workforce
7
months
at this job
Media Arts
5

Accounting/client Service Specialist

  • Improved the flow of the intake process by providing exceptional service from initial client contact to getting clients scheduled for ABA therapy.
  • Enhanced multi-tasking skill by balancing phone calls for three clinic locations while responding to various email requests from clients and therapists.
  • Received and promptly distributed mail to appropriate parties for recording cash receipts in billing department, bank deposits and check log.
  • Allowed for a more smooth process of obtaining pre-authorization by developing a procedure task analysis based on specifications of insurance companies.
  • Provide outstanding customer service by actively listening to clients to determine needs, provided the necessary resources needed as well as constant follow-up with clients.
  • Accurately classified and booked credit card and bank statement transactions and deposits in a time-efficient manner for month-end closing by company accountant.
Candidate Info
4
years in
workforce
11
months
at this job
BBA
Business Administration
MA
Mafm
MBA
Accounting
6

Account Representative/client Service Specialist

  • Trained new clients on software and program implementation
  • Responsible for reporting of growth, expansion and service issues for existing customers
  • Requested and evaluated survey results to determine probability of growth for new contracts and expansion of current contracts
  • Maintained and updated business rules, forms and documents for customer
  • . Performs inventory control, data entry, report generation and reconciliation
Candidate Info
28
years in
workforce
11
years
at this job
7

Teller - Client Service Specialist

  • Developed personalized client service in areas of personal and business banking transactions
  • Coordinated directly with U.S. Secret Service in identifying fraudulent banking activities
  • Supervised daily closings requiring security oversight and verified financial accounting
Candidate Info
2
years in
workforce
1
year
at this job
International Trade And Finance
Swimming And International Affairs
8

Client Service Specialist

  • Assisted clients with networking, printing, and general software issues
  • Learned my way around POS and accounting software
  • Expanded my knowledge on SQL by working with clients databases
  • Developed SQL scripts for my own use with clients databases
  • Worked with cloud POS software
  • Assisted in the training of new employees in my second week being with the company
  • Took the pager shift, a role intended for more experienced personnel, in my second month
  • Closed the most cases/tickets for the month of January, as compared to other Client Service Specialists
Candidate Info
3
years in
workforce
7
months
at this job
BS
Computer Science
9

Registered Client Service Specialist

  • Manage all aspects of client portfolios and services including: generate reports for client reviews, update excel spreadsheet, prepare all needed forms and assure completion, run insurance/annuity illustrations, input client meeting notes and follow up.
  • Oversee the maintenance of financial team's business licenses, track/register continuing education for all licensed staff.
  • Track and process Required Minimum Distributions, and calculate and process Beneficial IRA RMDs.
  • Handle client issues and services as needed.
  • Serve as Service Coordinator's back up.
  • Outside of financial team, assistant to successful Certified Financial Planner.
Candidate Info
27
years in
workforce
2
years
at this job
10

Client Service Specialist

  • Utilize knowledge of Human Capital Management applications (i.e., SAP, Workforce Now).
  • Maintain in-depth knowledge of ADP's HR, payroll and benefits technology
  • Process Benefit enrollment/changes and W2 requests client's employees
  • Maintained interpersonal skills and product apprehension
Candidate Info
8
years in
workforce
2
years
at this job
BA
Public Relations

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