Client Advisor Resume Samples - Page 2

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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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11

Client Advisor

  • Top sales performer all 4.5 years at Bellagio store
  • Maintained consistent communication with VIC customers
  • Responsible for daily on the floor selling, maintaining client list of 200+ clients with retention of 26%
  • Satisfactorily resolved customer issues as necessary, set up special events hosting appointments
  • Maintained and assisted with store visual merchandising as required
  • Assisted with inventory preparation on a monthly basis
  • Weekly strategizing with Management for communications with clients in new Icon program
  • Regularly assisted clients in procuring Limited edition, one of a kind and difficult to get Luxury items
Candidate Info
11
years in
workforce
7
years
at this job
12

Client Advisor

Establish and cultivate relationships with clients in order to demonstrate the value of BMW vehicles and services provided by the dealership.

  • Greet new customers and assist them through the car buying experience.
  • Provide recommendations based on the client’s needs and wants in regards to vehicle features.
  • Provide timely follow-up in order to reaffirm client’s satisfaction and provide help with any further questions or needs.
  • Market new information to current and potential clients, such as new inventory of features that may be beneficial.
Candidate Info
10
years in
workforce
10
months
at this job
AA
English
BA
English
13

Client Advisor

  • Responsible for managing relationships with claims and litigation department executives of recurring revenue clients
  • Service 35 insurance carriers and assist with developing and managing their Legal Spend programs, working with 4 top 20 clients, and a total of $5 million in ARR
  • Lead new client implementations from inception through launch, aligning technical solutions to clients’ business objectives
  • Creation of custom dashboards and reports using Oracle-based Hyperion Performance Management and OBIEE databases
  • Present client management teams with Quarterly and Annual Program Reviews, providing thorough analysis of customer programs
  • Perform one-on- one system training sessions on Legal-X (SaaS platform) and OBIEE, and lead group sessions open to entire client base
  • Speaker/Presenter at multiple client adjuster and counsel annual conferences
  • Develop user guides based on new functionality rolled out by Product Development team
  • Moved manually recorded client interaction process to Salesforce, and created reports and dashboards to assist management in efficiently tracking key interactions on a regular basis
Candidate Info
13
years in
workforce
4
years
at this job
BA
Psychology
14

Client Advisor

  • Develop and maximize revenue generation with effective sales strategies
  • Consistently monitor the integrity and accuracy of captured customer data, review and update customer
  • Collect qualified leads and prospect new clients
  • Tactically assess credit bureaus for potential buyers
  • Strategically manage customer database to improve customer relationships
Candidate Info
4
years in
workforce
4
months
at this job
BS
Finance
15

Personal Lines Client Advisor

  • Sold preferred home, auto and umbrella insurance
  • Generated leads and cross sold personal lines the commercial book of business
  • Collaborated with carrier representatives on marketing campaigns for mono line cross sales
  • Became proficient with AMS 360, IBQ and Leavitt sales CRM
Candidate Info
10
years in
workforce
7
months
at this job
BA
Business Administration
16

Client Advisor

  • Offered great customer service to clients and resolved issues with their accounts.
  • Presented rare pieces of jewelry from our luxury catalog to clients.
  • Possessed extensive knowledge of high quality jewelry and watches in our catalog
Candidate Info
8
years in
workforce
3
months
at this job
BS
Kinesiology
17

Client Advisor

  • Cultivate relationships with new customers to achieve sales objectives and provide insight into new products, features, and options
  • Greeted and actively listened to customers to uncover purchasing needs and provide recommendations based on automotive requirements
  • Used consultative sales process to match customers with vehicles suiting their needs
  • Demonstrated vehicle functionality and explained options, accompanied prospective customers on test drives, and explained costs associated with purchase
  • Researched new automotive releases to maintain knowledge on new products and trends
  • Informed customers on associated dealer services and products such as extended warranties
Candidate Info
19
years in
workforce
5
years
at this job
HS
High School Diploma
C
Certificate
18

Seasonal Client Advisor

  • Engaged with Clients to strengthen Brand loyalty, while implementing strong clienteling services
  • Welcomed every Client and provided the best Client experience
  • Mastered product knowledge within 4 days, including men's small leather goods, bags & shoes
  • Conducted daily operations tasks
Candidate Info
3
years in
workforce
1
year
at this job
AS
Applied Science
19

Client Advisor

  • Interact with clients to assess their needs and assist in their vehicle leasing and purchasing decisions.
  • Utilized internal sales control systems, Sales and F&I, and Reynolds operating systems.
  • Coordinate customer retention and conquest programs.
  • Communicated with Sales Managers regarding objectives, planned activities, reviews and analyses.
Candidate Info
7
years in
workforce
1
year
at this job
BS
Advertising & Marketing Communications
20

Strategic Client Advisor

  • Create, advise, and sell enterprise clients ($5 million in GMV or more).
  • Create new business through social marketing and affiliates.
  • Advise current enterprise level account on options and tools that fit their needs specifically.
  • Create a presentations and contract agreements for highly sophisticated and complicated accounts.
  • Develop relationships with manufacturers and E-commerce retailers enabling them to do business rapidly.
Candidate Info
4
years in
workforce
1
year
at this job
BS
Communication And Education

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