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Client Advisor Resume Samples
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Candidate Info
11
years in workforce
7
months at this job
BS
Fashion Merchandising
Client Advisor
- Cultivated rapport, built and maintained key client relationships to successfully sell vehicles valued up to $140,000.
- Developed sales strategies and set challenging personal sales goals to ensure peak performance.
- Monitored inventory levels and in-stock products in order to sell vehicles and products available in inventory.
- Held position as dealership's top-ranked Client Advisor for gross profit each month.
- Implemented a better system for handling incoming sales calls and walk-in prospects, which significantly improved customer service and employee morale.
- Maintained an above 96% score in the Customer Satisfaction Index surveys each month.
Candidate Info
5
years in workforce
3
years at this job
BA
Fashion Merchandising And Production
MS
Marketing
MBA
International Luxury Brand Management
Client Advisor, Category Expert, Marketing Coordinator
- Managed the Leather Goods Category Sales & Marketing efforts at the India flagship store worth $9M in revenues.
- Represented India at Louis Vuitton’s LV Live Digital Workshop in Paris amongst 160 global retail professionals in June’15.
- Trained & established 15 member team in leather goods savoir-faire, new product launch, internal communication & competitive updates.
- Orchestrated seasonal product mix & strategic push lists with country merchandiser to manage festive & seasonal demands.
- Created marketing plans with the clientelling arm at the store for consumer insights & client engagement within the category.
- Spearheaded country wide Mobile Application Launch (LV Icon) with focus on user enablement, training document & user assessment.
- Achieved annual personal targets of $850,000 (6% of business) & enhanced client satisfaction as one of the store’s top performing client advisors with highest customer development and retention rates (35% to 38%).
Candidate Info
5
years in workforce
7
months at this job
BS
Marketing
Account Manager/client Advisor
- Established credibility and rapport with clients over the phone.
- Completed on average of 20-60 daily outbound calls to convert sales leads to managed accounts.
- Generated a sales pipeline and managed over 100+ accounts effectively.
- Built and sustained relationships in order to successfully achieve targeted goals and gain customer retention.
Candidate Info
12
years in workforce
10
months at this job
BS
Management & Marketing
Client Advisor
- Presented vehicle prices, interest, and payment numbers to customers, provided financial advice; communicated with sales managers and finance managers in order to close deals and maintain loyal customer base.
- Followed up on sales leads from a variety of sources in an effort to create business, and build a clientele.
- Supported and mentored new client advisors according to corporate guidelines.
- Consistently received the highest ranking customer service index sores.
Candidate Info
8
years in workforce
11
months at this job
Client Advisor
Greeted and assisted customers in a timely and friendly manner.
- Provided excellent customer service and processed sale transactions.
- Managed closing duties, including restocking items and reconciliation of the cash drawer.
- Worked very closely with the Japanese clientele to ensure outstanding customer satisfaction by creating a relaxed sales
- Translated English to Japanese in order to increase sales for the team members.
Candidate Info
5
years in workforce
3
months at this job
BA
Sociology
New Client Advisor
Managed the relationship of a new client during their transition from the Account Executive to the Account Manager.
- Worked closely with the client for their first 90 days of service. Contacted business account holders for website engagement, account upgrades and onboarding via webinars.
- Performance was measured by client retention and customer survey scores.
- Led trainings on [company name]'s database utilizing web conferencing and teleconferencing.
- Coached clients on how to find government contract using [company name]'s service.
Candidate Info
3
years in workforce
9
months at this job
BA
Communication
Client Advisor
[company name] provides master policies for multi-unit buildings as well as personal line insurance for homeowner's.
- Communicated extensively with Personal Lines clients to serve existing accounts and to identify and develop new business opportunities.
- Responded to and resolved billing and payment discrepancies immediately upon notice from banks and accounting departments.
- Transitioned all Personal and Commercial Line Insurance and Master Policies to Epic management systems.
Candidate Info
14
years in workforce
2
years at this job
AA
Business
BA
Economics
Client Advisor Associate
Client Advisor Associate (Series 7, 63, 65 and Life and Variable Annuity Insurance)
- Responsible for day to day client servicing including account opening, account servicing and trade execution for both brokerage accounts and checking accounts.
- Support advisors in the process of evaluating investment objectives to provide guidance to clients as appropriate given risk tolerance, income needs and current market environment.
- Creation on fixed income portfolios as well as equity managed accounts based on parameters established with clients.
- Work with internal partners (Sales, Operations, Management, or other relationship managers) to respond to client needs / requests.
- Serve as subject matter expert to other associates and bankers
- Actively manage and mitigate risk by adhering to all policies and procedures
Candidate Info
6
years in workforce
10
months at this job
BA
Communications
Client Advisor
- Establish trust with customers by building a strong rapport and developing lasting relationships to ensure their needs are met, which in turn leads to referrals and increased sales.
- Maintain in-depth product knowledge of BMW, as well as competitive brands in order to differentiate BMW as superior to existing and potential clients.
- Effectively executes the negotiation and closing process, which resulted in number one volume of sales for 3 consecutive months.
Candidate Info
6
years in workforce
1
year at this job
BS
Sport Management
Sport Management
Client Advisor
- Cultivated relationships with potential clients
- Orchestrated vehicle introductions
- Conducted client need assessments
- Sustained robust communication with clients
- Strategically negotiated to close deals
Candidate Info
11
years in workforce
7
years at this job
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
10
years in workforce
10
months at this job
AA
English
BA
English
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
13
years in workforce
4
years at this job
BA
Psychology
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
4
years in workforce
4
months at this job
BS
Finance
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
10
years in workforce
7
months at this job
BA
Business Administration
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
8
years in workforce
3
months at this job
BS
Kinesiology
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
19
years in workforce
5
years at this job
HS
High School Diploma
C
Certificate
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
3
years in workforce
1
year at this job
AS
Applied Science
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
7
years in workforce
1
year at this job
BS
Advertising & Marketing Communications
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
4
years in workforce
1
year at this job
BS
Communication And Education
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
5
years in workforce
2
years at this job
Graphic Design
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
8
years in workforce
3
years at this job
Hospitality Management
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
4
years in workforce
2
years at this job
Business Administration
College Prep
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
8
years in workforce
1
year at this job
BS
Chemistry
BS
Biology
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
9
years in workforce
2
months at this job
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
11
years in workforce
1
year at this job
Life Coaching
Certification
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
9
years in workforce
5
months at this job
C
Electronics
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
1
year in workforce
2
months at this job
AA
History
BA
History
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
8
years in workforce
1
year at this job
BA
Criminal Justice
BA
Communications
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
10
years in workforce
4
years at this job
AA
Merchandise Marketing
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
11
years in workforce
2
years at this job
BS
Finance
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
5
years in workforce
6
months at this job
Registration And Insurance
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
14
years in workforce
5
months at this job
BS
Mechanical Engineering
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
10
years in workforce
2
years at this job
Computer Science
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
7
years in workforce
2
years at this job
HS
High School Diploma
Emergency Medical Technician
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
33
years in workforce
1
year at this job
HS
High School Diploma
AS
Associate of Science
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
6
years in workforce
2
years at this job
BA
Spanish
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
5
years in workforce
1
year at this job
HS
High School Diploma
AS
Communications
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
2
years at this job
HS
Advanced English
Business
Graphic Design
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
3
years in workforce
10
months at this job
HS
High School Diploma
BA
History
MA
Educational Administration With Specialization
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
15
years in workforce
3
years at this job
Client Advisor/recruiter/professional Matchmaker
- Communicate with Clients via phone, email, and text regarding new matches.
- Obtain availability for scheduling dates, and discuss impressions and feedback with each Client after every date.
- Execute all "in person meet and greets" with each Client.
- Coordinate all date details which include restaurant reservations, logging each date in to our Client Information Portal, emailing all date details to each Client.
- Recruit and Interview potential matches for Elite Clients.
- Assist in training new Client Advisors.
- Provide date coaching to Clients who need help bringing their best to a date.
- Create Client Profiles and conduct Client welcome calls after each Client joins IJL.
- Work with Matchmakers in selecting new matches for each Client.
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