Client Advisor Resume Samples - Page 3

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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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21

Client Advisor/ Exclusive Assistant

  • Meet all aspect sales expectations
  • Clientele
  • Excellent customer service
  • Top 5 in sales out of 30 employees
  • Quick thinker and adjust to my environment rapidly
Candidate Info
5
years in
workforce
2
years
at this job
Graphic Design
22

Senior Client Advisor

Train clients on all purchased products and ensured expectations were being met and achieved with them during the implementation stage in their life-cycle with [company name].

  • Act as a project manager for clients with their products.
  • Act as a liaison between sales and client to ensure the client is equipped with all information and products that could be beneficial.
  • Helped put in leads for upsell opportunities if it met the clients' needs.
  • Update accounts in Salesforce with feedback and milestones achieved.
  • Have business reviews with Decision Maker's to go over clients' data.
  • Perform web based trainings to illustrate the products capabilities to clients.
  • Deliver on site trainings at client's request.
  • Instruct classes at Dude University - a customer focused event for hands on training.
Candidate Info
8
years in
workforce
3
years
at this job
Hospitality Management
23

Client Advisor

  • Initiate and maintain relationships with customers through outbound sales activities.
  • Establish strong rapport with clients to create a network of referrals.
  • Organize all aspects of each transaction from initial appointment, financial structuring and vehicle delivery.
Candidate Info
4
years in
workforce
2
years
at this job
Business Administration
College Prep
24

Client Advisor

  • Serves as a brand ambassador via multiple correspondence channels to strengthen, support, and retain global clientele
  • Captures, manages, and modifies digital and phone orders for high-profile clients
  • Develops incoming employees in handling client requests via multiple operating systems (CRM)
  • Maintains excellent service through leadership in phone quality, complaint resolution, product awareness, and store relations
  • Liaison between clientele, store advisors, and third party partners to maintain client satisfaction and aid in issue resolution
  • Remains current on company trends, product knowledge, and industry movements to enhance job performance
Candidate Info
8
years in
workforce
1
year
at this job
BS
Chemistry
BS
Biology
25

Client Advisor/finance Manager

  • Established and maintained lasting personal and professional relationships
  • Product Demonstration
  • Administered financial documents and contracts
  • Negotiation
  • Obtained and analyzed credit reports
Candidate Info
9
years in
workforce
2
months
at this job
26

Client Advisor

Employed

  • 8 Units per month average.
  • Special Events Coordinator.
  • Dealership Social Media Management.
  • Made outbound calls and emails daily to generate internet sales leads and setting sales appointments.
  • Strong Closing percentage.
  • Maintained Lease Pull Ahead Program.
Candidate Info
11
years in
workforce
1
year
at this job
Life Coaching
Certification
27

Client Advisor

  • Training and retaining new and old sales consultants.
  • Forecasting monthly goals and setting objections for staff.
  • Desking deals to maximize front and backend gross profits.
  • Offering intangible products to customers using menu selling.
  • Rehashing declined applications with various lenders.
  • Making the customer our number 1 priority.
Candidate Info
9
years in
workforce
5
months
at this job
C
Electronics
28

Client Advisor

  • Prospect for new customers and handle leads found through email, the phone, and internet.
  • Display the proper knowledge of products and the market trends of that product.
  • Perform product demonstrations, present clients with figures, and handle objections to close deals while maintaining a high level of integrity.
  • Multitask on a computer, work phone, and a cellphone while helping customers at my desk.
Candidate Info
1
year in
workforce
2
months
at this job
AA
History
BA
History
29

Client Advisor

  • Follow up on generated leads to bring customers in to the dealership
  • Provide knowledge of products and answer questions
  • Sit in with customers during test drives
  • Present purchase options to customers
  • Make phone calls to follow up with sold customers to generate referrals
Candidate Info
8
years in
workforce
1
year
at this job
BA
Criminal Justice
BA
Communications
30

Expert Client Advisor; Women's Designer Shoe Salon

  • Support Team Manager with day to day operations
  • Accountability for developing key and long lasting relationships with both existing and new clients
  • Create monthly action plans and related tools for my business in order to satisfy my clients at all levels
  • YTD sales increase from $1.8M in 2015 to over $2.6M in 2016 year ending
  • Identify opportunities to increase client base and sales by extending services to members of the family, friends, co-workers
  • Outreach to clients daily via email, phone and text
  • Manage all incoming and outgoing inventory; includes transfers, messengers and consignment
  • Present new merchandise at floor meetings and conduct product training and selling ceremony techniques
  • Train new hires, alongside coaching and influencing my peers
Candidate Info
10
years in
workforce
4
years
at this job
AA
Merchandise Marketing

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