Client Service Associate resume example with 7+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
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.
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Education and Training
Minnesota State University - Mankato Mankato, MN Expected in 12/2014 Bachelor of Science : Communication Studies - GPA :
  • Minor in Social Welfare
Jpmorgan Chase & Co. - Client Service Associate
Salem, OR, 06/2021 - Current
  • Deliver high level of service to clients to both maintain and extend relationships for future business opportunities.
  • Gathered information from clients for entry into computer database.
  • Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
  • Documented customer correspondence in CRM to track requests, problems and solutions.
  • Warmly greeted customers by employing positive in-person and telephone etiquette and asking well-rounded questions to identify issues.
  • Manage and update physical and digital client account information to keep records accurate and current.
  • Promoted client satisfaction by working with operational teams in proper resolution of service issues.
  • Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
  • Implemented new company platform initiatives, learning and mastering new technologies to improve client service.
  • Collaborated cross-functionally, remaining up-to-date on products, services and policies to inform clients.
  • I am also a member of the Wellness and Charitable committee, encouraging colleagues prioritize mental and physical health, build team morale, and support GEN's philanthropic values.
Cdw - Branch Office Administrator
Moscow, ID, 01/2020 - 06/2021

● 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.

RBC Wealth Management - Portfolio Administrative Analyst
City, STATE, 01/2017 - 12/2019
  • 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.

RBC Wealth Management - Senior Associate, Investment Advisor Operations
City, STATE, 03/2015 - 12/2016

● 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.

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Resume Overview

School Attended

  • Minnesota State University - Mankato

Job Titles Held:

  • Client Service Associate
  • Branch Office Administrator
  • Portfolio Administrative Analyst
  • Senior Associate, Investment Advisor Operations


  • Bachelor of Science

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