client service associate resume example

● Building the business and network for the financial advisor by updating prospect and client records, execute direct-mail programs, planning seminars, making follow-up calls for appointments, recognizing new business opportunities and facilitating branch business planning.

• Generated invoices, processed checks and updated accounts.
• Produced letters, meeting notes, presentations, spreadsheets and other records.

● Covey a welcoming presence while answering the phone, responding to client questions, greeting guests, and carrying out responsibilities that ensure a consistent appointment process.

● Create and meet business plans, oversee appointment set up/scheduling, and enhance client relationships.

● Support business and marketing activities to consistently grow the business and opportunity to work with the financial advisor while continuously improving the client experience and branch processes.

• Collected and analyzed data and participated in meetings with key management staff.
• Gathered, assessed and interpreted data to prepare reports and offer recommendations to administrative executives and trading responsibilities.
• Responded to inquiries for information from internal teammates and external requestors.
• Maintained records containing confidential, sensitive and vital organizational information.
• Implemented new administrative procedures for increased profitability.

● Provide support to ensure that investment strategies delivered by investment managers (either internal or external) are properly executed, according to the outlined policies and procedures.

• Increased overall efficiency of standard practices through design and development of improved forms and expedited procedures.
• Recommended improvements and modifications to established procedures, increasing company-wide productivity and efficiency.
• Evaluated operational processed for areas of deficiency and reported to inform decision-makers.
• Enhanced efficiency by pinpointing areas for improvement and crafting targeted process improvements.

● Held ownership of special handling requests, volume tracking, goal modification requests, and low value accounts.

● Assisted in the creation and implementation of the Advisory Link Platform.

● Work with branches and money managers to accommodate client requests and account maintenance.

• Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.

● Accommodate billing questions and requests with Branch Associates, Financial Advisors, and Branch Managers.

● Account set up and closing managed and billing status of accounts as well.

• Maintained responsibility for all inquiries, concerns and complaints, resolving matters effectively and to satisfaction of customers.
• Improved customer service feedback scores through outstanding service.
• Trained new staff to assist customers using excellent product knowledge.

● Responsible for facilitating daily and quarterly reports for our department as well as the Performance Reporting & Reconciliation Department, and Margin Department.