Client Service Associate Resume Samples

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Client Service Associates work as sales associates in the financial industry, providing both administrative and client support to financial advisers. Skills incorporated into a sample resume for a Client Service Associate include client development via the preparation of correspondence and database management, and assisting in managing multiple financial advisors with diverse practices. While a future Client Service Associate can obtain a position without a full bachelor's degree, college courses in fields of business or economics are normally required.

For more information on what it takes to be a Client Service Associate, check out our complete Client Service Associate Job Description.

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1

Client Service Associate

Assisted private banking clients with all walk-in, telephone and email transactions and inquiries including deposits, cash withdrawals, transfers, ATM card support, loan servicing, and general bank account servicing

  • Served as first point-of-contact and first impression at busiest headquarters branch
  • Ensured continuous client satisfaction and retention by providing highest level of customer service and immediately acknowledging and greeting all clients upon walk-in with a personable and professional approach
  • Supported all internal departments of the Bank
  • Nominated by colleagues for Outstanding Service 2009 and Client Service Associate of the Year 2010 awards
  • Met all goals for client referrals, banking regulation exams and Bank product cross sales by 100%
  • Consistently rated 100% by "secret shoppers"
  • Successfully built and maintained client relationships with timely follow-ups and turnaround times, making sure telephone calls were answered by the second ring and requests were completed with two hours
Candidate Info
12
years in
workforce
6
years
at this job
HS
High School Diploma
Business
2

Client Service Associate

Successfully supported $3MM Wealth Management team and their business objectives. Organized logistics of team marketing events and developed and maintained team marketing materials.

  • Updated and managed contact management systems with up to date client information and leveraged various communication channels to keep in touch with clients.
  • Provided team with up to date calendar including daily, weekly, and monthly activities.
  • Educated clients on account services and capabilities and resolved all client inquiries regarding account balances, statement information, and general product and/or service information.
  • Successfully completed Series 7 Licensing requirements.
Candidate Info
17
years in
workforce
5
years
at this job
BA
Business Administration
3

Client Service Associate

Provided daily financial transaction services for clients while delivering excellent customer care.

  • Addressed and resolved clients' concerns quickly and effectively
  • Proactively educated clients on financial products and services
  • Referred sales opportunities to appropriate specialists to fulfill customer needs and goals.
  • Awarded for providing the most successfully closed sales referrals
Candidate Info
8
years in
workforce
3
years
at this job
MA
Master of Arts
4

Client Service Associate

Obtained my Series 7 and Series 63 registrations

  • Managed the marketing responsibilities for our team via the telephone, email, and postal correspondence
  • Communicated with prospective clients in order to develop a relationship with portfolio managers
  • Collected confidential financial information and constructed comprehensive financial plans
  • Hired, trained, and oversaw a staff of cold-calling interns to increase prospect database
  • Developed and implemented evaluation and training tools to improve performance of my team
  • Managed and troubleshot NextGen prospect database system and 3D platform
  • Consistently attained over 100% of meeting scheduling goal for each quarter, as well as generating millions of dollars in business
Candidate Info
12
years in
workforce
2
years
at this job
BA
English / Criminal Justice
5

Client Service Associate

Accurately and efficiently completed financial transactions

  • Communicated effectively to personalize client interactions
  • Lead in building long-term relationships with businesses, individual clients, and colleagues
  • Minimized fraud related losses through extensive training and an array of software programs
  • Interacted directly with potential clients to discuss available products and answer customer inquiries
  • Recommended and explained products that fit customer's specific needs
  • Comprehended, incorporated, and educated associates and customers on new software being implemented into the company's business operations
Candidate Info
6
years in
workforce
2
years
at this job
BS
Finance
6

Client Service Associate

Executed combined transactions, relationship, and valuable strategies as per branch preference

  • Provided administrative support
  • Correspondent of all partner product and services; Commercial and Small Business, Home Lending, Wealth Management, Financial Advisors
  • Conducted industry, market, and competitor research
  • Adhered to all operational controls to ensure the safety and security of client and bank assets; completed all required compliance corporate training
  • Scheduled meetings and follow up via client portfolio.
  • Evaluated loan applications and documentations
  • Maintained TSP/403B/401K accounts
Candidate Info
5
years in
workforce
10
months
at this job
BS
Business Administration
7

Client Service Associate/relationship Building

Established rapport and constructed relationships with national account customers.

  • Assisted customers with managing their client portfolios more effectively.
  • Identified customer needs and resolved operational issues.
  • Facilitated navigational support for company's online medium (NETXPRO) enabling customers to view their client accounts and reports.
  • Worked directly with external clients and broker/dealers in issue resolution
  • Instrumental in explaining features of Order Blast System for simplified trading with group
  • Served as a resource for department associates based on current knowledge and previous background.
  • Enhanced professional relations by performing and communicating beyond service expectations.
Candidate Info
6
years in
workforce
2
years
at this job
BA
Political Science
8

Client Service Associate

Revised and revamped the metric and imaging system within the exceeding all deadlines in all stages of this project.

  • Coordinated transactions and maintenance requests across products and services.
  • Managed the online filing system and performed general accounting duties.
  • Identified and resolved conflicts between public and bank, employees and management, clarified work relationships and alleviated communication problems.
Candidate Info
11
years in
workforce
4
months
at this job
BS
Business Administration
MA
Master of Arts
9

Client Service Associate

Provides personal, high touch, financial services to ultra high net worth clients needs

  • Upsell/cross sell products and services to deepen overall client banking relationship
  • Coached two new hires through hands on training and personal development exercises
  • Proactively resolve client issues and inquiries as part of an internal team within the Private Bank
  • Managed and coordinated client transactions within client expectations and banking deadlines
Candidate Info
7
years in
workforce
4
years
at this job
BBA
Finance
Leadership
10

Registered Client Service Associate

Worked with Financial Advisors in evaluating and implementing methods to develop business

  • Executed equity, fixed income, and syndicate trades for individual and institutional clients with full knowledge of operational systems
  • Acted as gifting coordinator for non-profit organization clients
  • Assisted Financial Advisors and other support staff to comply with all regulatory policies and industry rules and regulations
  • Aided management with training of new staff members and other necessary projects
Candidate Info
11
years in
workforce
7
years
at this job
BA
Bachelor of Arts

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