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Client Service Associate Resume Example

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JC
Jessica Claire
, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Skills
  • Balance sheets
  • Cash flow projections
  • Chi
  • Concise
  • Critical thinking
  • CRM
  • Client
  • Clients
  • Drafting
  • English
  • Financial
  • Investment analysis
  • Investments
  • Lesson plans
  • Letters
  • Mailing
  • Math
  • Meetings
  • Networking
  • Processes
  • Rapport
  • Scheduling
  • Sigma
  • Spreadsheets
  • Teaching
  • White papers
  • Tutoring
Work History
06/2018 to Current CLIENT SERVICE ASSOCIATE Stifel | Clive, IA,
  • Coordinate with 200+ clients, firm partners, financial custodians and other related professionals to service client accounts, implement reports, and schedule informative meetings to review portfolios and provide recommendations.
  • Compile clients' financial data (balance sheets and cash flow projections) into concise spreadsheets to help clients visualize and understand their data.
  • Delivered superior client services, fostering strong rapport, retention and satisfaction by using Salesforce as our main CRM platform, along with other SaaS tools, such as ShareFile, and DocuSign.
05/2015 to Current ONLINE TUTOR Bickford Senior Living | Crown Point, IN,
  • Delivered premium tutoring to students age of all ages and abilities in politics, english, writing, and math.
  • Developed over 100 comprehensive lesson plans to meet goals identified in students' individualized study plans.
  • Helped students target their weaknesses by simplifying concepts and teaching critical thinking to solve problems.
09/2016 to 05/2018 Yodlee | Raleigh, NC,
  • Helped manage $1.3 million of Whitman College's Endowment by assisting the team in holding weekly meetings to discuss the portfolio and provided investment analysis training.
  • Championed networking efforts to communicate the mission and garner support from Whitman students and alumni.
  • Educated investors, organized student meetings, and presented stock pitches and valuations of investments.
05/2017 to 01/2018 CLIENT SERVICE INTERN Aarp | New York, NY,
  • Streamlined daily processes of drafting report transmittal letters, scheduling meetings, and mailing client reports.
  • Act as primary point of contact in interaction with all client scheduling matters to ensure smooth operations.
  • Researched clients' financial needs to gain insight into improving their financial circumstances.
05/2014 to 08/2016 LEGISLATIVE INTERN Bickford Senior Living | Worthington, OH,
  • Researched and composed white papers regarding district initiatives (i.e., Kiwanis Club and Boys and Girls Club).
  • Organized over 30+ community service activities with constituent base (i.e., local food banks and service clubs).
  • Drafted correspondence to constituents regarding local events, charitable organizations, and high school graduations.
09/2015 to 05/2016 Sigma Chi Fraternity | City, STATE,
  • Managed the writing, preparation, and mailing of all necessary chapter correspondence on behalf of officers for Sigma Chi Headquarters, university officials, and alumni.
  • Oversaw and helped organize the 1,000+ alumni relations program by coordinating alumni speakers and career events to strengthen relationships with Sigma Chi alumni for both financial support and experiential knowledge.
  • Initiated alumni mentorship opportunities to gain insight and apply prior management practices to the organization.
Education
Expected in May 2018 | , , GPA:
Expected in June 2014 | , , GPA:
Expected in Feb. 2012 BACHELOR OF ARTS | Whitman College, Walla Walla, WA GPA:
Politics Eagle Scout Award (Troop 294
Work History
06/2018 to Current CLIENT SERVICE ASSOCIATE Kutscher Benner Barsness and Stevens Inc | Seattle, WA
  • Coordinate with 200+ clients, firm partners, financial custodians and other related professionals to service client accounts, implement reports, and schedule informative meetings to review portfolios and provide recommendations.
  • Compile clients' financial data (balance sheets and cash flow projections) into concise spreadsheets to help clients visualize and understand their data.
  • Delivered superior client services, fostering strong rapport, retention and satisfaction by using Salesforce as our main CRM platform, along with other SaaS tools, such as ShareFile, and DocuSign.
05/2017 to 01/2018 CLIENT SERVICE INTERN Kutscher Benner Barsness and Stevens Inc | Seattle, WA
  • Streamlined daily processes of drafting report transmittal letters, scheduling meetings, and mailing client reports.
  • Act as primary point of contact in interaction with all client scheduling matters to ensure smooth operations.
  • Researched clients' financial needs to gain insight into improving their financial circumstances.
05/2015 to Current ONLINE TUTOR Chegg.com | Seattle, WA
  • Delivered premium tutoring to students age of all ages and abilities in politics, english, writing, and math.
  • Developed over 100 comprehensive lesson plans to meet goals identified in students' individualized study plans.
  • Helped students target their weaknesses by simplifying concepts and teaching critical thinking to solve problems.
09/2016 to 05/2018 Whitman Investment Company | Walla Walla, WA
  • Helped manage $1.3 million of Whitman College's Endowment by assisting the team in holding weekly meetings to discuss the portfolio and provided investment analysis training.
  • Championed networking efforts to communicate the mission and garner support from Whitman students and alumni.
  • Educated investors, organized student meetings, and presented stock pitches and valuations of investments.
05/2014 to 08/2016 LEGISLATIVE INTERN King County Councilmember Pete Von Reichbauer | Seattle, WA
  • Researched and composed white papers regarding district initiatives (i.e., Kiwanis Club and Boys and Girls Club).
  • Organized over 30+ community service activities with constituent base (i.e., local food banks and service clubs).
  • Drafted correspondence to constituents regarding local events, charitable organizations, and high school graduations.
09/2015 to 05/2016 Sigma Chi Fraternity | Walla Walla, WA
  • Managed the writing, preparation, and mailing of all necessary chapter correspondence on behalf of officers for Sigma Chi Headquarters, university officials, and alumni.
  • Oversaw and helped organize the 1,000+ alumni relations program by coordinating alumni speakers and career events to strengthen relationships with Sigma Chi alumni for both financial support and experiential knowledge.
  • Initiated alumni mentorship opportunities to gain insight and apply prior management practices to the organization.
Skills
  • Balance sheets, cash flow projections, Chi, concise, critical thinking, CRM, client, clients, drafting, english, financial, investment analysis, investments, lesson plans, letters, mailing, math, meetings, networking, processes, rapport, scheduling, Sigma, spreadsheets, teaching, white papers, tutoring
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    Resume Overview

    School Attended
    • Whitman College
    Job Titles Held:
    • CLIENT SERVICE ASSOCIATE
    • CLIENT SERVICE INTERN
    • ONLINE TUTOR
    • LEGISLATIVE INTERN
    Degrees
    • BACHELOR OF ARTS

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