client advisor resume example with 4+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • :
Professional Summary

Flexible Client Advisor with experience efficiently resolving issues for banking clients and providing operations support. Talented at selling various banking products and services with excellent understanding of basic bank transactions. Communicative and organized Client Advisor with experience providing exceptional client support services. Adapt at managing existing client relationships and formulating and implementing advice. Versatile Technical Support Representative skilled at offering clients easy-to-understand guidance and actionable advice. Positively impacts all customer interactions and engineering efforts for supported products. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Technical Support position. Ready to help the team achieve company goals.

  • Client Correspondence
  • Client Meetings
  • Financial Analysis
  • Cash Management Strategies
  • Excellent Communication
  • Planning and Coordination
  • Google Workspace
  • CRM Software
  • Customer Service
  • Apple IOS
  • Microsoft Windows and Office
  • User Support and Troubleshooting
  • Technical Troubleshooting
  • Employee Computer Support
  • TCP/IP
  • Device Installation
Work History
Client Advisor, 09/2022 to Current
Assured Investment ManagementNew York, NY, Irving, TX
  • Managed clients requests with online shopping
  • Completed orders for clients, as well as help clients with personal shopping, styling, and assisting with online or in-store pick up for all Louis Vuitton Stores
  • Handle 50-60 calls per day, and sometimes more just depending on which season and what holiday is coming up.
  • Informed and suggested items, handbags, luggage, fragrance, and shoes for clients
Caris Life Sciences, 07/2021 to 08/2022
Assured Investment ManagementNew York, NY, Irving, TX
  • Examined patients' insurance coverage, deductibles, insurance carrier payments and remaining balances not covered under policies when applicable.
  • Handled and Verified 45-60 Insurance payers per day.
  • Posted and adjusted payments from insurance companies.
  • Located errors and promptly refiled rejected claims.
  • Precisely evaluated and verified benefits and eligibility.
  • Precisely completed appropriate claims paperwork, documentation and system entry.
  • Determined prior authorizations for medication and outpatient procedures.
  • Communicated with insurance providers to resolve denied claims and resubmitted.
  • Reviewed patient records, identified medical codes and created invoices for billing purposes.
  • Reviewed patient diagnosis codes to verify accuracy and completeness.
  • Carried out day-to-day duties accurately and efficiently
Client Advisor, 12/2019 to 03/2021
Veritex Community BankFrisco, TX, Dallas, TX
  • Informed and suggested new banking products to customers.
  • Opened/Handled 15-20 accounts per day; Business accounts, Trusts, Personal accounts, LLC's, Estates.
  • Opened new accounts according to laid down rules and guidelines.
  • Managed customer requests while mitigating potential risk to bank.
  • Assisted customers in depositing and withdrawing cash.
  • Completed daily logs, tracked data and managed clients' book of business.
  • Assessed client's viability for financial services and facilitated closings and referrals.
  • Contributed to bank marketing and awareness campaigns to grow customer base.
  • Sought out appropriate management in more complex financial matters.
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Expanded customer base through community outreach and strategic business partnerships.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Adhered to AML/BSA requirements, audit procedures and other regulated banking activity.
Financial Services Representative, 04/2017 to 08/2019
Neighborhood Credit UnionCity, STATE, Dallas, TX
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Offered competitive commercial banking solutions and retail financing options.
  • Worked with clients to provide competitive commercial banking solutions and retail financing plans.
  • Targeted accounts at senior and executive levels and secured funding for future initiatives.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Identified customer financial service needs to prepare proposals and sell services.
  • Maintained regular contact with clients to inform about transactions and performance.
  • Responded to customer questions and concerns or escalated to supervisor for resolution.
  • Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
  • Documented customer interactions and relationships using CRM systems.
  • Boosted financial service sales by using cross-selling techniques.
  • Corresponded with customers and conferred with coworkers to answer inquiries, discuss market fluctuations or resolve account problems.
  • Provided clients with price quotes on securities and financial information on corporations issuing select securities.
No Degree: Information Technology, Expected in to Collin College - Frisco, TX,
Bachelor of Science: Computer And Information Systems Security, Expected in 05/2025 to WGU - Salt Lake City, UT,
High School Diploma: , Expected in 06/2014 to Townview Magnet Center - Dallas,

Technical Support Fundamentals

The Bits and Bites of Computer Networking


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Resume Overview

School Attended

  • Collin College
  • WGU
  • Townview Magnet Center

Job Titles Held:

  • Client Advisor
  • Caris Life Sciences
  • Client Advisor
  • Financial Services Representative


  • No Degree
  • Bachelor of Science
  • High School Diploma

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