Client Service Associate Resume Example
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CLIENT SERVICE ASSOCIATE
Summary
Motivated and creative business professional with a degree
in communications. Successful 3 year track record of management success.
Diplomatic and tactful with professionals and non-professionals at all levels.
Accustomed to handling fast paced change and time sensitive projects.
Demonstrated history of producing accurate, timely results by motivating and
directing people as they work. Flexible
and versatile – able to maintain a sense of humor under pressure and adapt to
culture. Poised and competent with demonstrated ability to easily handle new
responsibilities and thrive in deadline-driven environments.
Skills
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Accomplishments
Supported several different teams within the branch assisting with management of over 3 Million in production. Serve as CSA Coach for the Chesterfield, MO branch. Received additional training at US headquarters in New Jersey/New York and work as the liaison between the firm and the other Client Service Associates in the office. Achieved a Series 7 general securities license and commissioned as a notary public in the State of Missouri.
Recognized by UBS Wealth Management for role in the branch technology role out (2013). Lead training sessions for new processes and marketing campaigns. Created strategies to develop and track account conversion process from PACE to PMP platforms. Helped drive team to maintain #1 net new business status within branch (January-June 2017). Headed multiple community outreach programs such as Pet Month, Family Art Gallery and Season of Service initiatives.
Experience
03/2013 to Current
Client Service AssociateFirst Republic － Los Angeles , CAScheduled appointments and maintained master calendar. Wrote professional business correspondence. Organized files, developed spreadsheets, faxed reports and scanned documents. Created and maintained spreadsheets using advanced Excel functions and calculations to develop reports and lists. Entered and tracked securities transactions, fund transfers, and option trading for my team.Worked effectively in a heavily cross-functional, fast paced environment. Cross-trained and provided back-up for other customer service representatives when needed. Managed quality communication, customer support and product representation for each client. Kept abreast of rapidly evolving technology.
01/2010 to 03/2013
Supervisor-Quality Assurance ValidationActionet, Inc. － Gulfport , MSSuccessfully managed the activities of 60 representatives on multiple projects. Recruited, managed and mentored an average of 30 new customer service representatives per year. Conducted new employee orientation to foster positive attitude toward organizational objectives. Created training manuals and conducted employee training. Developed, implemented and monitored programs to maximize customer satisfaction. Owned team productivity metrics. Provided detailed monthly departmental reports and updates to senior management. Provided a high level of product and leadership support to representatives and clients. Routinely prepared and evaluated metric reports to identify problems and areas for improvement. Recommended changes to existing methods to increase the accuracy, efficiency and responsiveness of the customer service department.
01/2009 to 01/2010
Help Desk LeadUbs － San Diego , CAAddressed customer service inquiries in a timely and accurate fashion. Identified and resolved system and account issues. Fielded an average of 30 customer service calls per day. Processed up to 50 customer orders per day. Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
Branch Service AssociateUBS Financial Services, Inc. － City , STATEMaintained account documentation electronically and on paper. Processed bank reconciliations. Handled cash and deposits using the proper accounting procedures and documentation. Greeted clients and staff upon entering the branch. Processed manual branch reports and addressed risk items.
Education and Training
2013
Bachelor of Arts: CommunicationsLindenwood University － City, State, USA3.9 GPA
2005
HumanitiesUniversity of Maryland － CityGermany
1999
Interior DesignSoutheast Missouri State University － City, State, USA
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Resume Overview
School Attended
- Lindenwood University
- University of Maryland
- Southeast Missouri State University
Job Titles Held:
- Client Service Associate
- Supervisor-Quality Assurance Validation
- Help Desk Lead
- Branch Service Associate
Degrees
- Bachelor of Arts : Communications
Humanities
Interior Design
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