client service associate resume example with 7+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Enthusiastic client services professional with strong background directly interfacing with industry customers. Well-versed in products, services and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining customer trust.

  • Account Management
  • Efficient and Detail-Oriented
  • Calm and Professional Under Pressure
  • Data Entry and Maintenance
  • Building Customer Trust and Loyalty
  • Customer Service
  • Customer Data Confidentiality
  • CRM Software
  • Responding to Difficult Customers
  • Creative Problem Solving
  • Multitasking and Prioritization
  • Courteous with Strong Service Mindset
  • Upbeat and Positive Personality
  • Multi-Line Phone Systems
  • Administrative and Office Support
  • Microsoft Office Suite
Education and Training
Everett High School Everett, Expected in 06/1995 High School Diploma : - GPA :
Rockwell Institute Virtual, Expected in : Real Estate - GPA :
Sno Isle Skills Center Mukilteo, WA, Expected in : Business And Managerial Economics - GPA :
First Republic Bank - Client Service Associate
Walnut Creek, CA, 04/2022 - Current
  • Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
  • Greeted incoming customers to provide immediate, friendly and knowledgeable support.
  • Researched issues and made quick decisions to achieve efficient and effective resolutions.
  • Scheduled meetings with prospective and existing clients to optimize long-term business success.
  • Documented customer correspondence in CRM to track requests, problems and solutions.
  • Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
  • Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
  • Promoted client satisfaction by working with operational teams in proper resolution of service issues.
  • Managed and updated physical and digital client account information to keep records accurate and current.
  • Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
  • Gathered information from clients for entry into computer database.
  • Presented and explained fees, clearly clarifying invoices and company policies.
  • Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
Carolina One Real Estate - Scheduling Coordinator & Assistant
Charleston County, SC, 05/2018 - 03/2022
  • Trained employees on best practices and protocols while managing teams to maintain optimal productivity.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Managed schedules of team of 20+ personnel to keep shifts properly staffed.
  • Sent out frequent telephone or email reminders of scheduled meetings to participants.
  • Guided employees in handling difficult or complex problems.
  • Utilized MS Office and Excel to analyze data and create spreadsheets.
  • Resolved customer complaints or answered customers' questions.
  • Followed prescribed list of questions and provided appropriate responses to get and give information during scheduling calls.
  • Copied and faxed important information for patient and client records.
  • Researched and prepared reports required by management or governmental agencies.
  • Delegated work to staff, setting priorities and goals.
  • Provided reminder calls to clients prior to scheduled visits.
  • Communicated with clients and caregivers to inform of schedule changes, cancellations or additions.
  • Cleaned and sterilized instruments and disposed of contaminated supplies.
  • Led patients to exam rooms, answered general questions and prepared patients for physician by explaining process.
  • Answered phones, scheduled appointments, greeted patients and ordered supplies.
  • Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
  • Assisted patients with basic care and provided excellent service.
Windermere - Real Estate Agent
City, STATE, 11/2006 - 11/2009
  • Served as local real estate expert, advising customers on market dynamics and home prices.
  • Advised prospective clients on current market activities and optimal buying or selling choices.
  • Generated lists of properties compatible with buyers' needs and financial resources.
  • Facilitated real estate purchases by reviewing listings, accompanying clients to properties and communicating sale conditions.
  • Maximized market share by working with clients and building relationships.
  • Presented properties to potential buyers to address questions or concerns.
  • Networked with industry contacts to expand knowledge of real estate markets and best practices.
  • Managed real estate transactions from initiation to closing.
  • Verified accuracy of documentation and fund disbursements for sales.
  • Advertised properties to general public via networking, brochures, ads and multiple listing services to maximize exposure.
  • Coordinated appointments with prospective buyers to showcase houses and plots.
  • Promoted property sales through advertisements, open houses and participation in multiple listing services.
  • Planned and coordinated open house events to move properties.
  • Showed residential properties and explained features, value and benefits of available homes.
  • Oversaw and negotiated offers for real estate purchases on clients' behalf.
Additional Information
  • Washington State Notary Public
  • Community volunteer for feed the homeless
  • Dental day volunteer
  • Volunteered as PTA Secretary, DECA area judge, project serve.

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Resume Overview

School Attended

  • Everett High School
  • Rockwell Institute
  • Sno Isle Skills Center

Job Titles Held:

  • Client Service Associate
  • Scheduling Coordinator & Assistant
  • Real Estate Agent


  • High School Diploma
  • Some College (No Degree)
  • Some College (No Degree)

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