client service associate resume example with 8+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Offering excellent project management, multi-tasking and communication skills to coordinate multiple, concurrent projects with competing demands. Ability to make sound decisions in high-pressure settings and utilize analytical problem-solving skills to troubleshoot and resolve issues. Articulate communicator with strong customer service skills.
  • Microsoft Office, Word, Excel, PowerPoint
  • Complex Problem Solving
  • People Management
  • Communication
  • Critical Thinking
  • Customer Service
  • Process Improvement
  • Software Development
  • Team coordination
  • Schedule oversight
Education and Training
Waynesburg University Waynesburg, PA Expected in 05/2011 Bachelor of Arts : Communications - GPA :
Peters Township High School McMurray, PA Expected in 05/2007 High School Diploma : - GPA :
Jpmorgan Chase & Co. - Client Service Associate
Oakley, CA, 05/2021 - Current
  • Collaborated cross-functionally, remaining up-to-date on products, services and policies to inform clients.
  • Delivered high level of service and support to clients by ensuring that issues were responded to promptly.
  • Entered all updates and changes to client data into Client Center.
  • Documented customer correspondence in CRM to track requests, problems, solutions, and all discussions.
  • Supported clients by handling service requests, answering questions and acting as consistent resource.
  • Responded within established timeframes to address customer concerns and inquiries by phone or email.
  • Streamlined account application processes to improve operational productivity and offer quality service.
  • Initiated trade orders from either Consolidated Order Entry, PMC or Client Center
  • Assisted in training new Associates on our Companies process of buying/selling trades.
  • Entered multiple trade orders for multiple products across multiple accounts
Total System Services, Inc. - Acquisitions Project Coordinator
Cleveland, OH, 12/2017 - 09/2020
  • Assisted in the corporate buildout of the company's salesforce software and releasing to production environments
  • Supported & Assisted new users in salesforce production as well as, develop and maintain documentation
  • Communicated effectively in formal presentation settings, utilizing various tools including proposals, presentations and status reports to relevant stakeholders
  • Conducted ongoing project status meetings and escalated potential risks and delays to Senior Management
  • Demonstrated experience with taking intelligent risks and leveraging a ‘test and learn' mentality
  • Researched problems discovered by quality assurance or product support with a strong sense of ownership and developed solutions to address any problems
  • Managed work streams for both routine and special projects simultaneously
  • Implemented procedural updates to correct deficiencies and improve operations
  • Assessed, monitored and reported on work progression
  • Secured continuous project scope alignment with business objectives and made modifications to enhance effectiveness toward intended result
  • Diminished project gaps to promote smooth workflow
  • Coordinated with Senior Management and Financial Analyst leads to identify and outline solutions to client-specified challenges
  • Maintained project schedules by managing deadlines and adjusting workflow as needed.
PNC Bank - Operations Analyst
City, STATE, 12/2015 - 12/2017
  • Develop and maintain professional relationships with internal and external associates; including outside attorneys and various governmental agencies and courts
  • Identify and minimize multiple and variable potential risks facing the bank from a legal compliance standpoint
  • Process customer incoming calls, conduct research, and engage in problem solving
  • Prioritize high, daily volumes of work to consistently meet SLAs on an individual and team level
  • Contributes thoughtful ideas, concerns, and questions for a new streamlined system and everyday processing tasks
  • Leads discussions with team members in monthly problem solving to find the most efficient procedures for specific types of work
  • Participates in time-sensitive cross training with sister-site in Cleveland to learn and instruct on difficult tasks
  • Trains new employees in the department on routine functions while helping manage their workload and quality.
PNC Bank - Assistant Teller Supervisor/CSA
City, STATE, 09/2013 - 11/2015
  • Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision
  • Compiled with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act, and Community Reinvestment Act
  • High-level of customer service contact, responsible for product knowledge, product sales, cash handling, and directing customers to the appropriate branch professionals depending on their particular need
  • Maintained optimal financial controls by securing funds and making accurate transactions
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts
  • Ordered and received all bulk cash orders, managed branch TCR's and cash flow limits to tellers and customers
  • Handled all ATM issues, fine/bulk counting, adding cash, final settlements, and making sure all checks are property retrieved and sent to back office for processing
  • Managed and corrected all ATM paperwork and checks to ensure accurate processing.

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Resume Overview

School Attended

  • Waynesburg University
  • Peters Township High School

Job Titles Held:

  • Client Service Associate
  • Acquisitions Project Coordinator
  • Operations Analyst
  • Assistant Teller Supervisor/CSA


  • Bachelor of Arts
  • High School Diploma

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