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Client Service Coordinator Resume Samples
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0-5 years of experience
Scheduled appointments, assisted with customers' concern, and followed up with client
- Assisted veterinarians, nurses, and other fellow staff to gather pet health information and assisted with medications preparation and description
- Organized files, and maintained a clean and safe work environment
- Closed daily sales transactions and confirmed the accuracy of accounts receivable
- Helped clients analyzed the best solution to decrease their payment burden
- Trained three receptionists
0-5 years of experience
Computed, recorded, and proofread data, records and reports.
- Created and executed marketing events
- Worked with cross functional resources to implement direct marketing programs.
- Worked closely with company executives to identify new business opportunities and routinely participated in the sales process.
- Managed projects and served as primary liaison between client and multiple internal groups to ensure clarity of goals and quality and adherence to deadlines.
- Complied with federal, state and company policies, procedures and regulations.
- Communicated with customers, employees and other individuals to answer questions and explain Information.
0-5 years of experience
Directing emergency calls and visitors to the appropriate veterinarians. Acting as liaison between department and veterinarians forwarding appropriate information
- Helped pet owners with their needs.
- Served as liaison between managerial staff and administrative/personnel representatives.
- Created Documents for staff when requested.
- Prepared documents for administrative staff.
- Handled telephone calls and forwarding when necessary.
- Answered questions giving routine and non-routine information.
0-5 years of experience
Directed front office flow by offering excellent customer service and reception skills in a high volume environment
- Organized and updated patient histories using computer software, telephones, fax, and interpersonal communication
- Helped expedite medical procedures by performing in-house laboratory tests and triage functions
- Multitasked triage and front office responsibilities to alleviate the workload for veterinarians, nurses, and front office staff
0-5 years of experience
Assisted in all areas of administrative work including; data entry, running various reports, receptionist duties, file organization and data base management, research and office maintenance.
- Processed a variety of applications and paperwork by working with corporate office personnel to ensure that all submissions were complete and set up accurately
- Supported financial advising firms in overseeing $10 million in assets
- Served as liaison between corporate office, clients and advisors
- Verified and logged in deadlines for responding to daily inquiries, problems, or questions and outlined the appropriate process and procedures necessary to fulfill and complete inquiries
0-5 years of experience
Provided administrative support to Client Service Associates by handling external and internal communications, coordinated communication between different work areas
- Adapted effectively to unpredictable situations within the work setting
- Obtained advanced knowledge in customer service skills
- Communicated internally and externally with clients to assist with plan administration and design questions.
- Set developmental goals of personal growth to continually expand personal communication skills with all clients.
- Utilized opportunities afford to me to be trained on other areas different then my primary focus.
- Worked with Third Party Administrators (TPA) on plan questions, coding, and administration.
0-5 years of experience
Provided members with information pertaining to his or her healthcare
- Supported the States enrollment process
- Assisted with selecting the client primary care physician
- Researched healthcare information for participant as needed
10+ years of experience
Learned tax preparer's strengths and personality style to match with incoming clients' needs
- Met with individual clients to understand what the specific requirements were
- Scheduled appointments based on the clients' needs and time availability
- Coordinated with other team members to assure all clients need were satisfied
6-10 years of experience
Greeted all customers as they entered the building
- Answered all incoming calls and routed to appropriate staff
- Determined what services clients needed and scheduled appointments
- Performed follow up phone calls with customers to determine satisfaction level with services
6-10 years of experience
Greeted all customers as they entered the building
- Answered all incoming calls and routed to appropriate staff
- Determined what services clients needed and scheduled appointments
- Performed follow up phone calls with customers to determine satisfaction level with services
0-5 years of experience
Maintaining daily administrative duties including, but not limited to, answering and making phone calls to clients, scheduling appointments, faxing and emailing clients and staff, and addressing client concerns on a daily basis.
- Building strong professional relationships and training new hires to ensure the company is meeting all company requirements.
- Meeting clients every needs and advocating for the health of each pet we bring into our facility.
- Helping and promoting healing for women overcoming substance abuse and working to keep custody of their children.
- Created and implemented daily parenting skills, life skills, and social skills groups for the mothers and children in recovery.
- Working hands on with children assessing their specific needs and creating future goals based on each child's needs.
- Working with female addicts to understand their abuse and work on healthy ways to overcome their substance addictions while maintaining their families.
10+ years of experience
- Recognized as 2007 and 2008 [company name] Employee of the Year for proactively creating an exemplary client experience and adding significant value to the Seattle site and Market Group
- Utilized corporate marketing program to get the Seattle office reimbursed $59,000
- Planned and executed details for over 100 Gold Client Dinners, Wine Tastings, and Site Events
- Coordinated trainings, broadcasts, classes, and information sessions for up to 25 advisors on a daily basis
- Managed supplies and office space within allocated budget according to company policies
- Organized and maintained extensive library of client brochures and advisor information ensuring it was current with corporate and FINRA requirements and easy to use
- Sorted, distributed, and logged all incoming and outgoing mail according to strict compliance policies
- Proactively identified needed support for Advisors, Staff, and Leaders acting as an informed resource
- Charged with maintenance, repairs, and set-up of phone systems, new hire set-up, office equipment, and resolution of building problems
- Performed receptionists duties
6-10 years of experience
- Processed financial transactions with a high degree of accuracy.
- Recognized customer complaints and facilitated resolutions.
- Managed large accounts for personal and business banking customers.
- Completed service requests for customers by telephone and in-person.
- Processed money exchanges, cashed checks, sold traveler's checks and money orders and collected loan payments.
- Implemented and complied with all state, federal and bank regulations.
- Utilized 10 Key Calculator, Bank Computer System, Copy Machine and Scanner to complete daily work responsibilities.
0-5 years of experience
Greeted clients and pets, ensuring they were comfortable while waiting.
- Made follow up appointments for patients using our computerized customer management system.
- Answered the phone, updated appointments, and forwarded calls to the medical staff.
- Followed up with phone calls and emails in response to client questions.
- Took initiative to organize front-desk filing systems.
- Educated clients on the preventative care of their pets.
- Sold wellness plans to provide the best level of care for clients' pets.
- Searched for best vendors and ordered office supplies.
0-5 years of experience
Answered incoming phone calls from clients
- Contacted clients via telephone to schedule and confirm appointments
- Greeted and directed clients to appropriate staff
- Organized, coordinated and maintained all client files
- Set-up and retained client management system
- Coordinated investment seminars for clients and prospects
- Updated website content
0-5 years of experience
Administered preventative care for companion animals including; taking vitals, taking
blood, inducing pets for surgery, inserting i.v. catheters.
- Assisted surgical procedures including pre-op, post-op and anesthesia.
- Positioned and prepared pets for radio-graphs.
- Educated clients on the importance of preventative care for their pets.
- Became skilled at identifying intestinal parasites, ear mites, blood counts and urinary
- Scheduled client visits, surgeries and employees work schedules
- Provided customer service for all pet owners and prospective clients
- Processed accounts payable
- Updated medical charts
0-5 years of experience
Checking patients in and out, documenting procedures to company standard operating procedures
- Answering multi-line telephones for appointments, customer questions, and general inquiries
- Handling payments for customers based on services rendered
- Making Reminder/Follow Up phone calls to customers for appointment reminders and status updates
- Interacting with customers face-to-face to discuss doctor's notes and procedure options
0-5 years of experience
Coordinating appointments between photographer and clients.
- Daily management of client database.
- Maintaining excel spreadsheets on all purchases and invoices.
- Ensuring that all model and print releases are updated and filed.
0-5 years of experience
Engaged clients to develop a personal relationship
- Worked with a team of advisors to create a personalized solution for each client
- Studied current investment strategies to manage risk with clients
- Communicated with engaged clients to create consistent client service experience
0-5 years of experience
Answered calls to assist clients with questions about their pets, medications, and scheduling appointments.
- Checked clients in and out from appointments.
- Handled financial transactions with clients.
- Handled pets to and from their owners.
- Filled prescriptions and medications for pets.
0-5 years of experience
Provided initial contact with clients as they enter office
- Answered incoming calls
- Scheduled appointments for clients either as they came in office or calling prior client list
- Matched client with correct tax professional
- Kept client informed of wait time
- Provided friendly demeanor
- Performed second look calls if client was new
- Kept front desk clean and orderly
0-5 years of experience
- Inventoried cash drawer for accountability
- Answered multiple line phone system
- Filed confidential tax files
- Managed waiting area
- Assisted tax professionals with client portfolios
6-10 years of experience
Answered all incoming calls
- Assessed and analyzed the client needs
- Checked-in clients
- Distributed checks
- Educated client about tax professional services
- Filed and performed records maintenance
- Greeted customers with friendly smile and maintained the office decorum
- Received credit cards, checks and cash at the register for tax services
- Placed outbound calls to existing customer base to set appointments
6-10 years of experience
Facilitated telephone calls and provided customer service
- Resolved client issues
- Utilized computer program to record, maintain, and update client information
- Operated and handled all financial transactions
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