Client Service Associate Ii resume example with 5+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary


  • High-energy Customer Service professional with demonstrated administrative expertise, analytical problem-solving skills. Proven history of delivering exceptional client service through proactive communication and diligent follow-up. Highly organized, responsive and versed in managing client expectations to foster loyalty.


  • Passionate, dynamic and detailed-oriented professional with over 3 years of experience who is tech-savvy, and enjoys helping people as much as possible with excellent customer service skills.
  • Highly adept at providing internal controls to ensure accuracy and timeliness of various administrative activities.
  • Immense ability to improve processes and developing tailored solutions that drive programmatic excellence and maximize customer experience.
  • Ability to use a variety of software programs, creating various forms of documentation for internal use, retrieving data, and presenting information.
  • Possesses immense ability to address questions, concerns, and issues related to employees, clients, as well as vendors, suppliers, potential partners, and other external stakeholders.
Virginia Commonwealth University Richmond, VA Expected in 02/2019 Paralegal Certificate – Law : - GPA :
Virginia Commonwealth University Richmond, VA Expected in 05/2016 Bachelor of Arts : Political Science, Public Policy and Administration, Public Management - GPA :
Work History
Arthur J Gallagher & Co. - Client Service Associate II
White Plains, NY, 09/2017 - Current

Hours per week: 40

Supervisor: Russell Cederholm

  • Provided primary customer support to internal and external customers in fast-paced environment.
  • Ensured all documents are correctly identified, structured, and routed to correct personnel.
  • Explained new and existing 529 plans and investment portfolios.
  • Advised clients on ABLE accounts which is a tax-advantaged savings account for individuals with disabilities, providing a new way to save, invest, and pay for qualified disability expenses without jeopardizing eligibility for certain means-tested benefit programs.
  • Received and processed customer request through the integrated Customer Relationship Management Software and Ellucian Banner System.
  • Followed up with staff and customers by phone and email regarding missing or needed information and compiled retrieved information into files.
  • Educated clients on account services and resolved client inquiries regarding statement information and account balances.
  • Maintained record keeping and information disbursement complies with local policies, federal and states laws.
  • Maintained accurate and current customer account data with manual forms processing and digital information updates.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
Dll Financial Solutions Partner - Management Assistant
Las Vegas, NV, 08/2016 - 09/2017

Hours per week: 40+

Supervisor: Henry Schmidt III

  • Responded to all inquiries from clients, providers and insurance companies.
  • Scanned, organized, and filled records into the company’s paper and electronic database.
  • Communicated effectively to personalize client interactions.
  • Improved communication efficiency as primary liaison between departments, clients and vendors.
  • Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
  • Onboarded new employees, including training, mentoring and new hire documentation. Developed and implemented evaluation and training tools to improve performance of my team.
  • Communicated regularly with territory managers for daily support and strategic planning for business growth.
Pacific Coast Building Products, Inc. - Administrative Intern
Meridian, ID, 02/2016 - 06/2016

Hours per week: 15

Supervisor: Mrs. Nkechi George-Winkler

  • Delivered top-notch administrative support to office staff, promoting excellence in office operations.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Gathered and analyzed research data; drafted memos and legislative correspondence.
  • Informed constituents on issues relating to policy and community concerns.
  • Ensured that incoming public inquiries and staff mail are correctly opened, logged, date stamped, and sorted into traditional categories for distribution to appropriate units and staff.
  • Performed general office duties, including answering multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
County Of Henrico - Case Management Intern
City, STATE, 01/2016 - 05/2016

Hours per week: 20 Duties

Supervisor: Ms. Shelly Johnson

  • Interviewed and evaluated offenders and determined the best methods of treatment for their rehabilitation.
  • Managed data collection and sampling procedures to accurately collect information.
  • Organized client documents and performed data-entry in state and local data systems such as BADGE & CRM.
  • Identified, screened, and prepared files for preservation and disposition.
  • Established collaborative relationships with various community service providers.
  • Researched and reviewed available legal and other records/documents.
  • Demonstrated success in being able to interact with all levels of administrative staff.

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Resume Overview

School Attended

  • Virginia Commonwealth University
  • Virginia Commonwealth University

Job Titles Held:

  • Client Service Associate II
  • Management Assistant
  • Administrative Intern
  • Case Management Intern


  • Paralegal Certificate – Law
  • Bachelor of Arts

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