Client Advisor Resume Samples - Page 4

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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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31

Private Client Advisor

Acquire and deepen relationships with High Net Worth clients through comprehensive needs based marketing and promotion of Investment products within our branch environment.

  • Advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions as well as market and implement investment solutions in accordance with the client's asset allocation
  • Work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies while meeting your asset and revenue targets.
  • Coach Licensed Bankers on recommendations and educate them on our investment products and services.
Candidate Info
11
years in
workforce
2
years
at this job
BS
Finance
32

Client Advisor

  • Advise clients across the brand and all product categories
  • Drive and achieve individual and team objectives and be accountable for sale results
  • Engage with clients to develop long-term relationships, leveraging different clienteling tools, to foster brand loyalty
Candidate Info
5
years in
workforce
6
months
at this job
Registration And Insurance
33

Consultant and Client Advisor, Cloud Migration Software

  • Sales leader for cloud brokerage enablement
  • Selling software allowing clients to define the cost of moving from owned real estate to the cloud
  • Providing the software analytics required for IT and real estate executives to justify the cost of cloud
  • Client Relationships: HPE, eBay, VMware
Candidate Info
14
years in
workforce
5
months
at this job
BS
Mechanical Engineering
34

Client Advisor Specializing in Operations

  • Provide an exceptional customer service experience by exceeding their expectations, demonstrating an excellent knowledge of the products as well as [company name]'s history and heritage.
  • Engage with Clients to develop long-term relationships, leveraging different clienteling tools, in order to foster Brand loyalty.
  • Work as a team player and partner with fellow colleagues, foster open and constructive communication, to ensure a consistent exceptional experience and contribute to a positive working environment.
  • Participate in the preparation and completion of all inventories and cycle counts.
  • Process all inter-store transfers, stock rotations and incoming / outgoing shipments as per policies and procedures.
  • Understand and properly execute all paperwork and procedures relative to inventory maintenance.
  • Manage invoices & billing for completed repairs.
  • Ensure payments are received and check for possible discrepancies.
Candidate Info
10
years in
workforce
2
years
at this job
Computer Science
35

Client Advisor, Customer Support Center

  • Assist customers with complex issues such as Online Banking technical support
  • Assisting account inquiries
  • Meeting departmental goal metrics such as talk time and sales goals
  • Assisting with other tasks such as outbound call campaigns
  • Assisting with training new employees
Candidate Info
7
years in
workforce
2
years
at this job
HS
High School Diploma
Emergency Medical Technician
36

Client Advisor/broker

  • Sold Life, Health and Medicare insurance
  • Maintained client files for all policies that were sold
  • Maintained SC Insurance License and any other certifications required by companies
Candidate Info
33
years in
workforce
1
year
at this job
HS
High School Diploma
AS
Associate of Science
37

Client Advisor OPB Media

  • Answers emails in a timely manner
  • Invoice clients via Square
  • Answer outbound calls from three different companies
  • Coordinate travel arrangements
Candidate Info
6
years in
workforce
2
years
at this job
BA
Spanish
38

Client Advisor

  • Provide a helpful environment for clients.
  • Ability to present a vehicle in detail
  • Ability to negotiate
  • Self driven environment
Candidate Info
5
years in
workforce
1
year
at this job
HS
High School Diploma
AS
Communications
39

Wholesale Client Advisor

  • Assisting Premier Plus Clients with banking issues and needs.
  • Researching processing issues and service setup.
  • Assisting with recommending products that could improve the client's
Candidate Info
5
years in
workforce
2
years
at this job
HS
Advanced English
Business
Graphic Design
40

Client Advisor/rehab Technician

  • Responsible for assessing client needs and monitoring behavior while at the program
  • Responsible for documenting activities of daily living and caring for clients
  • Helping to coordinate treatment and discharge planning
  • Assisting counselors with crisis management, groups and education, as needed
  • Overlooking distribution of medication
  • Driving customers to various locations in Orange County for daily meetings
  • Input newly arrived medications for the patients
  • Assist in intake process documenting client’s medical and personal history
Candidate Info
3
years in
workforce
10
months
at this job
HS
High School Diploma
BA
History
MA
Educational Administration With Specialization

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