Client Relations Manager resume example with 12+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,

Almost 15 year of experience in building and furthering client relationships. Successful at boosting portfolio growth, client retention and customer satisfaction using consultative and personable approach. Strong leader focused on collaborating with internal teams and motivating staff, resulting in increased sales and ideal client experiences. Always strives for excellence while maintaining a professional and result oriented approach. Takes on leadership roles without hesitation and applies a broad range of knowledge to utilize out-of-the-box thinking to improve processes.

  • Solid organization and problem solving abilities
  • Strong verbal reasoning skills
  • Work well with others under stressful situations
  • Demonstrate leadership ability and able to motivate others to accomplish goals
  • Punctual with keeping up with deadlines/tasks
  • Accountable for own responsibilities and the team
  • Excellent multitasking abilities
04/2016 to Current Client Relations Manager Voya Financial Inc. | Portland, ME,
  • Maintains accurate records of all sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities within their assigned territory including entering sales pipeline and sales activity into the company CRM system (salesforce)
  • Consistently contributed 70% to a $2 Million monthly sales production team goal
  • Supervised & managed 500+ client accounts ; building rapport and relationships through consistent quality interactions
  • Ensure excellent customer service to retain & earn new future business
  • Developing a database of qualified leads through referrals, telephone canvassing, face to face email, and company hosted networking events
  • Coordinate & direct development, engineering, and construction activities to ensure that needs and objectives are met in timely manner
  • Demonstrating the ability to carry on a business conversation with business owners/decision makers
  • Accountable to VP on daily operations & monthly/quarterly targets.
03/2015 to 04/2016 National Business Unit Coordinator Assistant Sea Mar Community Health Centers | Auburn, WA,
  • Opening new title orders/updating existing orders with the appropriate Chicago Title offices nationwide
  • Liaison between Lenders, Developers, Buyers/Sellers and Escrow -Request & review Prelim/Commitment reports upon receipt
  • Corresponding to high volume of emails in timely manner
  • Prepares files for closings, including clearance of judgments and prior owner liens, ordered payoffs and subordinations
  • Coordinate and facilitate the closing with the appropriate parties
  • Following up on existing transactions to make sure all are in working progress to meet closing deadlines.
06/2012 to 03/2015 Assistant Property Manager Iconma, L.L.C. | El Segundo, CA,
  • Provide strong administrative and executive assistance to manage a 100-unit luxury loft apartment and 12 commercial properties assets totaling up to over 300 Million
  • Review & revise Lease agreements, incentivize lease renewals, maintain and increase occupancy rates per commercial property
  • Negotiate aggressively on behalf of the Ownership and collaborate with the property manager to achieve optimal deals with brokerage firms, cut costs and increase revenue
  • Conducted property walk-throughs monthly with photographs and report urgent matters to upper management
  • Communicated directly with vendors, contractors, and headquarters to coordinate necessary repairs, replacements, and office improvement projects
  • Ordering work orders, record keeping/data entry/general office management.
09/2008 to 09/2013 Unit Supervisor Amerits Financial | City, STATE,
  • Oversee client accounts to ensure they are properly constructed and remain in compliance with client investment guidelines, internal investment policies and market regulations
  • Acts primary contact for advisors for all case processing & underwriting inquiries on insurance & investment accounts
  • Delivering exceptional client service, ordering APS/Medical, and responsible for issuing policies in timely expedite manner
  • Maintaining knowledge of various financial instruments i.e.
  • Types of life insurance, annuities and tax-deferred/advantaged portfolios IRA/ROTH, 410k etc.
  • In-depth knowledge of insurance/investment laws, regulations and processes -Ability to interpret insurance policies and coverage/ running in-force illustrations via various platforms.
Education and Training
Expected in | Business Administration California State University of Northridge, Northridge, CA, GPA:

Other coursework: Real Estate Investment, Leadership, Music

Additional Proficient skills

Yardi, Loopnet, Co-star, smartview, datatree, Salesforce CRM, Docusign, Microsoft Office Suite,

GSuite, Sharepoint Datacloud, social media platforms

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Resume Overview

School Attended

  • California State University of Northridge

Job Titles Held:

  • Client Relations Manager
  • National Business Unit Coordinator Assistant
  • Assistant Property Manager
  • Unit Supervisor


  • Some College (No Degree)

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