associate client service manager resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:

Dedicated and focused Associate Client Service Manager who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority.

  • Meticulous attention to detail
  • Self-directed
  • Professional and mature
  • Dedicated team player
  • Microsoft Office proficiency
  • Excel spreadsheets
  • Results-oriented
  • Strong problem solver
  • Developed On Boarding matrix to track and meet deliverables in closing deals more efficiently and timely.
  • Graduate of 2014 Evolution Program.
  • Created new On Boarding and Billing procedures for cross training new CSAdmin team.
  • Researched and reconciled client activity to invoice $100K in revenue for 2013.

Associate Client Service Manager, 2013 to Current
Gallagher Bassett Nz LtdTampa, FL,
  • Communicate with contacts at varied levels inside and outside the company regarding document custodial services.
  • Answer client inquiries regarding document custodian services such as on boarding, loan delivery, and billing.
  • Maintain and update Document Custody Deal Pipeline.
  • Monitor and process new client agreements and system set ups.
  • Maintain and update monthly Agency billing reports for invoicing.
  • Maintain and update monthly Revenue report.

Collateral and Trust - Document Custody Administrative Assistant, 02/2009 to 11/2012
American Modern Insurance GroupAmelia, OH,
  • Anticipate, initiate and coordinate administrative activities and other special project.
  • Communicate with contacts at varied levels inside and outside the company regarding document custodial services.
  • Update and maintain client files and documentation for custodial services. Answer client inquires regarding document custodian services for single
  • family mortgage loans.
  • Organize and file client documentation for establishing document custodian relationship.
  • lnput and submit client requests for access to custodian services website.
Senior Administrative Assistant, 02/2007 to 02/2009
American Modern Insurance GroupNew York, NY,
  • Anticipate, initiate and coordinate administrative activities and other special projects.
  • Communicate in person and through correspondence with contacts at varied levels inside and outside the company.
  • Maintain appointment calendars and merchant time line calendar. Assists in coordinating activities.
  • Schedule and coordinate meetings, conference calls, and other events; informs attendees/participants of function dates and times, reserves meeting space, and hospitality services when appropriate.
  • Coordinate air travel, ground transportation, and hotel accommodations for domestic and overseas travel.
  • Compile and submit expense reports for department. Forecast and reconcile annual departmental budget.
  • Organizes, prepares and reviews administrative reports and prepares reports for presentations.
  • Work closely with other Department Staff to coordinate streamlining of processes and documentation.
  • Maintain sales analysis of product advertising, business review and tabs, Maintain vendor packets, entitlements, insurance and forms.
  • Maintain attendance and payroll records
  • Process invoices, order supplies, route ine-0ming mail and distribute faxes. Monthly tracking of open Merchandise Purchase Orders and communicate with Vendors on discrepancies.
Senior Administrative Assistant, 07/2007 to 02/2007
Zale CorporationCity, STATE,
  • Supported 7,ale Canada Director of Stores for Peoples and Mappins.
  • Supported Senior Director of Corporate Marketing for Peoples and Mappins Jewellers; and support to Director of Corporate Marketing for Piercing Pagoda.
  • Responsible for answering, directing phone calls and organizing conference calls.
  • Scheduled meetings, maintained calendars and made travel arrangements for Directors of Stores and Regional Managers.
  • Maintained inventory and distribution of Corporate signage for Piercing Pagoda. (840 stores) and Peoples, Mappins, and Peoples II (247 stores).
  • Developed Sales reports for 4 divisions using Excel and Business Objects.
  • Created and formatted monthly Corporate Signage Guide using Adobe lnDesign and Adobe Photoshop.
Sales Representative / Administrative Assistant, 05/1998 to 03/2005
Glazer's Wholesale DistributorCity, STATE,

Sales Representative

  • Opened new Sales Territory in Dallas/Fort Worth Metroplex
  • Conducted customer needs assessment, developed creative presentation of brands (ie. Schieffelin & Somerset, Allied Domecq, Diageo, etc.)
  • Established and nurtured productive relationships with target accounts. Challenged to research market trends and ere.ate effective sales strategies for Afi.icanAmerican Market.

Administrative Assistant

  • Designed and implemented On-Premise Product Placement spreadsheets for D/FW Spirits Market. (4 Divisions)
  • Create distribution presentations for product suppliers. Format menus and proposals for printing department.

High School Diploma: Academic Honors, Expected in 1991
Cedar Hill High School - Cedar Hill, TX

Graduated with Honors Diploma

: Associate Paralegal Degree, Expected in
Southeastern Career Institute - Dallas, TX

Coursework in Paralegal studies

Select One: Pre-Law and Political Science, Expected in
Grambling State University - Grambling, LA

Coursework in Political Science and Law

Computer Skills

Windows XP, Microsoft Office (Excel, Word, Outlook, PowerPoint, Access), Adobe Photoshop, Adobe InDesign, Novell Groupwise, Business Objects, Lotus Notes, AS400, PROS 5.0 and 6.0 (Windows based database): FOURGEN Accounting Software

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Resume Overview

School Attended

  • Cedar Hill High School
  • Southeastern Career Institute
  • Grambling State University

Job Titles Held:

  • Associate Client Service Manager
  • Collateral and Trust - Document Custody Administrative Assistant
  • Senior Administrative Assistant
  • Senior Administrative Assistant
  • Sales Representative / Administrative Assistant


  • High School Diploma
  • Select One

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