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Additional Customer Service Resume Samples
Client Relationship Manager Resume Samples
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6-10 years of experience
Delivered strategic HR/Payroll consulting services for clients with revenues exceeding $2.1M.
- Consistently achieved year over year growth with 100% of goals realized for book of business.
- Provided advocacy and responsiveness to client needs, increasing business participation, and maintaining profitability goals.
- Cultivated excellent long-term relationships with clients, maintaining ongoing communication and facilitating solutions to address concerns.
- Designed enhanced summary narratives well received by VP's, CFO's, and CEO's.
6-10 years of experience
Directed and managed 6 team members in the development of marketing goals and strategies which led to a 20% increase in client retention and satisfaction
- Developed organizational policies and procedures to support customer service excellence
- Reviewed customer's complaints and initiated solutions in an effective and timely manner
- Implemented innovative methods to reduce the cost of marketing campaigns by 10%
0-5 years of experience
Responsible for managing over 600 clients accounting for over $9 million in revenue.
- Cold calling, business development, lead generation, and appointment scheduling.
- Established and maintained a client pipeline by providing unparallel customer service.
- Managed and assembled health fairs and other events to generate leads and build rapport with clients.
- Responsible for over 25 cold calls daily including 2 scheduled appointments.
0-5 years of experience
Provided financial services for individuals and small businesses by conducting extensive profiling and needs assessment analysis. Implementation of recommendations and appropriate solutions including: personal banking, home finance, investment allocation and retirement services, credit and lending.
- Actively managed a client base with assets over $50 million.
- Managed high net worth individuals through the implementation of wealth management tools and strategies.
- Achieved revenue growth through the sale of an extensive array of financial services including: mutual funds, fixed and variable annuities, and fixed income strategies.
- Originated residential mortgages and home equity lines of credit.
- Provided orientation and executed account opening process for small business entities.
- Group presentations and individual coaching to develop individual bankers and staff.
0-5 years of experience
Respond to all sales appointments in service region for commercial and residential renovation projects.
- Exceeded sales goals by 25% each quarter and gained recognition as top ten in sales for service region.
- Provide answers to customer inquiries concerning products and pricing.
- Verify credit documentation for compliance, ensuring all required documents outlined in Credit Approval are received.
0-5 years of experience
Prospected new clients for firm and created an annual $200K book of business from scratch
- Negotiated recruiting agreements and fees with client representatives
- Facilitated the filling of job orders and negotiated salary offers with candidates
- Managed a team of recruiters and performed training on how to optimize cold-call conversations, manage the expectations of candidates
6-10 years of experience
- Managed strategic client relationships for 12 Fortune 500 companies with global equity compensation plans in excess of 100K participants and $5B in total plan value.
- Oversaw a diverse client book of business that included the largest U.S. health care provider, world's largest airline carrier, two top U.S. defense contractors, and industry leading manufacturing and technology companies.
- Applied leadership and influencing skills to foster key relationships with senior client contacts in order to promote customer loyalty and retain existing business.
- Expanded relationships by promoting additional products and services through consultative selling and negotiations.
- Provided proactive leadership to motivate service teams comprised of 50 associates to deliver exceptional service quality and improved client satisfaction, as measured by client survey metrics.
- Successfully negotiated a competitive sales win of 22K participants and $130M in plan assets.
- Designed and implemented a custom process improvement solution, resulting in a $230K cost savings.
0-5 years of experience
- Redesigned the prospect lead-flow process resulting in shorter response times and more than 150% increase YOY in new client assets under management from 2011 to 2012
- Developed and maintained relationship with primary client referral source resulting in $175 million in new assets under management during 2012
- Generated customized analysis of prospective clients’ investment portfolios and used it to created portfolio proposals and investment policy statements
- Maintained and deepened relationships with high net worth and ultra high net worth fixed income investors resulting in my assets under management increasing 58% from $52 million on 1/1/2012 to $82 million on 12/31/2012
- Wrote educational pieces communicating value added by and technical aspects of complex fixed income securities purchased in client accounts
- Created CIC’s value proposition by generating optimal risky portfolios across the efficiency frontier contrasting the differences between Crawford’s investment strategies’ risk profiles to the profiles of comparable investment strategies
- Designed client presentations communicating customized analyses and responses to ad hoc client and prospect inquiries
0-5 years of experience
- Analyzed client data to determine federal and state tax credit needs based on liability and business structure
- Researched and advised clients on federal, state, and local tax credits
- Consulted with clients and managed preparation of tax credit tailored to client needs
- Forecasted $4M in revenue for business unit and managed large volume of clients
- Developed and implemented efficient processes for data management, project tracking, and revenue forecasting
- Developed client relationships and consistently received highest ratings in client satisfaction surveys