client account representative resume example with 7+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Resourceful, meticulous accounting professional with experience in strategic problem-solving solving, customer relationshipmanagement and financialreconciliations. Teamplayer with strong technical proficiency and commitmentto accuracy in financial data entry andrecordkeeping.

  • Contract negotiation and closing tactics
  • Prospecting skills
  • Document control
  • Account reconciliation
  • Project management
  • Processing payments
  • Contract development and management
  • Financial management and reporting
  • Materials tracking
  • Inventory counting
  • Tracking inventory levels and orders
  • Supply chain planning
Education and Training
Bryan And Stratton College Albany, NY, Expected in 11/2025 Associate Degree in Accounting/Finance : Account And Finance - GPA :
National Open University of Nigeria Nigeria, Expected in 11/2017 Bachelor of Science : Accounting - GPA :
Andy Paul Systems Limited Nigeria, Expected in 08/2011 GED : - GPA :
Federal Government College Nigeria, Expected in 05/2011 High School Diploma : - GPA :
Pma Usa - Program Account Clerk
Bancroft, WV, 09/2022 - Current
  • invoicing and financial from IDIS.
  • Renewed existing accounts by cementing trusting relationships with customers (Home Arp)
  • Management of CDBG, ESG and home funding account from the Federal Government.
  • Support and monitor home owners payment.
  • Process invoices from IDIS
  • Kept close eye on financial and operational performance of investment funds to maintain portfolio targets.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to government support funds.
  • Assisted internal accounting team in checking financial statements for accuracy to produce reliable reports.
  • Reduced financial discrepancies by accurately managing accounting documentation.
  • Verified and post account transactions to prepare checks and maintain accounting ledgers.
Cambrex - Client Account Representative
Agawam, MA, 11/2021 - Current
  • Received and processed client payments, and updated accounts.
  • Reached out to customers to assess satisfaction levels and current needs.
  • Reviewed accounts for delinquencies and other ongoing issues.
  • Offered proactive resolution ideas while driving actionable responses to questions, concerns or challenges, boosting client satisfaction ratings.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Reviewed flagged items daily and resolved issues.
  • Collaborated with relevant parties to resolve billing issues, insurance claims and patient payments.
  • Processed refunds, disbursements and payments.
  • Submitted electronic bills following facility and legal compliance standards.
  • Generated detailed reports outlining billing, flagged items and other important data.
  • Interfaced with customers to bring accounts current with suitable repayment plans.
City, STATE, 05/2020 - 11/2021
  • Reconciled bank and credit card accounts monthly.
  • Reviewed purchase documents and company receipts for reconciliation with statements
  • Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
  • Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
  • Tracked employee time and attendance for payroll.
  • Certified and processed payroll, electronic deposits and pay adjustments while distributing checks.
  • Mitigated annual audit risks by reviewing financial information in QuickBooks for needed corrective action
  • Reconciled all bank and credit card accounts monthly
  • Performed day-to-day financialtransactions, including verifying, classifying, computing, posting and recording accounts payable data and reconciled daily totals to confirm proper accounting
  • Managed weekly inventory and supply tracking, noting itemsrequiring reorder. Reviewed vendor invoices and expense reports, identifying discrepancies
  • Analyzed day payments and created detailed reportsto identify and suggestremediesfor areas of improvement
  • esearched and resolved collections disputes to maintain customerrelationships
Nigerian Army Educational Corp - CONTRACT ACCOUNT OFFICER
City, STATE, 02/2016 - 12/2019
  • Resolved customer and business problems by applying strengths in conducting investigations and solving issues.
  • Upheld tough standards of service, quality and productivity to maximize customer satisfaction.
  • Cultivated new accounts and provided value-added services to existing clients to increase overall revenue.
  • Implemented and facilitated operational facilities to develop customer service protocols and standards.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Analyzed data and continually identified new opportunities for product placement to achieve sales growth.
  • Examined supply management department cost information to adjust financial schedules and prices.
  • Negotiated product pricing, freight rates and delivery and payment terms to beat competition and elevate client retention.
  • Maintain records of all data and evaluate it to recommend product improvements.
  • Followed up with key account business partners to maximize account potential and generate project leads.
City, State, 06/2014 - 02/2016
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
  • Daily/periodic Invoicing- process invoices for relevant departments upon receipt of relevant invoice request.
  • Communicate with staff/members/customers regarding invoicing and payment of invoices,
  • School Bursar. Raising of payments ensuring proper authorizations.
  • Manage and reconcile office petty cash.
  • Communicate with creditors regarding outstanding accounts and payment of outstanding.
  • Acted as main point of contact in matters relating to client concerns and needs.

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Resume Overview

School Attended

  • Bryan And Stratton College
  • National Open University of Nigeria
  • Andy Paul Systems Limited
  • Federal Government College

Job Titles Held:

  • Program Account Clerk
  • Client Account Representative


  • Associate Degree in Accounting/Finance
  • Bachelor of Science
  • GED
  • High School Diploma

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