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Client Services Specialist Resume Example

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CLIENT SERVICES SPECIALIST
Summary
Dedicated and focused client services specialist and administrative support who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Committed in client satisfaction, flexible, focused and hardworking. Looking to join a growing organization as part of the team.
Highlights
  • Microsoft Office proficiency
  • Excel spreadsheets
  • Strong interpersonal skills
  • Dedicated team player
  • Self-starter
  • Strong organizational skills
  • Energetic work attitude
  • Adaptability
  • Excellent communication skills
  • Detail oriented
  • Resourceful
  • Deadline-oriented
  • Time management
Accomplishments
Administration
  • Answered multiple phone lines, transferred calls to corresponding departments, filed patient records and billed accordingly.
Customer Service
  • Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
Experience
Client Services Specialist12/2012 to 02/2016Wipfli LlpLa Crosse , WI

Assist families with emergency food baskets, utility assistance, baby supplies, and rental assistance and clothing vouchers.

Responsible for   pre-screening clients and making sure all proper documentation is attached to pre-applications for further processing and approval.

Assisted office manager with bank deposits and petty cash reconciliations.

Data entry for in-kind and cash donations, sent out monthly thank you letters to donors.

Assisted in the thrift store as a back room sorter, cashier and stock clerk.

​
Cashier02/2012 to 11/2014Raising Canes ChickenSan Marcos , CA
Customer service
Daily cash balance Record keeping of cars washed
Filling out Smog &Lube invoices
Answering phones
Community Services Assistant06/2012 to 07/2012Community Action Program For Central ArkansasSearcy , AR
Responsible for supervising cooling center.
Responsible for making sure all clients singed in on our daily sign-in sheets.
Community Outreach to clients that came into the cooling center.
Medical Clinic Case Manager Program Manager10/2003 to 05/2012University Of Pennsylvania Health SystemVoorhees , NJ

Responsible for linking patients with appropriate community resources, and assisting patients with applying for and enrolling in Prescription Assistance Programs, a process that includes initiating and completing appropriate forms, documents and applications.

Coordinates appointments for patients with other providers as directed by physicians, coordinates transportation to appointments when necessary.

Responsible for maintaining records of activities including documentation of prescription fulfillment, copy and release of patient records, communicating status of prescriptions to physicians and clinic nurse, tracking and anticipating need for prescription refill orders.

Responsible for documenting, preparation and sending of medical record reports requested by outside agencies/medical offices.

Responsible for accurately and appropriately documenting messages and medical clinic information on in electronic medical records system.

Assisting with monthly reports.

Assisting in initial patient registration, arranging and scheduling clinic appointments, answering phones.

Emergency Services Case Manager08/2007 to 08/2009Kiosk Information SystemsLouisville , CO

Daily intake procedures and distribution of supplies.

Refer clients and public to appropriate onsite and off-site services.

Maintain daily referral logs.

Provide crisis intervention and management as needed.

Assist families with emergency food baskets, emergency shelter referrals, utility assistance, and rental assistance and clothing vouchers.

Data entry, organize, file restock pantry, sort correspondence and documents.

Monthly outcomes reports.

Residential Lead Supervisor06/2006 to 08/2007Rwj BarnabasOcean County , NJ

Hands-on involvement with the residents.

General supervision of staff and residents.

Promote & maintain positive communication and working relationship among staff.

Demonstrate effective communication skills by conveying necessary information accurately, listening effectively and asking questions when clarification is needed.

General supervision of residents activities and maintain client files and evaluations.

Provide crisis intervention and case management as needed.

Daily intake procedures and distribution of supplies.

Administrative Secretary10/2005 to 05/2006Martha's Village & KitchenCity , STATE

Support for Martha's Village & Kitchen Fundraising and Public Relations Department and to provide clerical support to the Co-Founder.

Engage in a variety of activities designed to create and foster knowledge of and goodwill for Martha's Village & Kitchen and the Village's Continuum of Care concept.

Hands-on involvement with the planning of development, fund-raising and promotional activities.

Screen, route and record phone messages.

Responds to general questions and requests for information about programs and services.

Demonstrate effective communication skills by conveying necessary information accurately, listening effectively and asking questions when clarification is needed.

Front Desk Receptionist10/2004 to 09/2005Martha's Village & KitchenCity , STATE

Answer incoming PBX telephone calls promptly greet and direct all visitors to the Village Take and deliver messages to staff Assist with data entry, organize, file, and maintaining correspondence and other documents Assists with bulk mailings and with special events and projects as needed Refer clients and public to appropriate onsite Outreach Services Maintain a Daily Referral Log Following agency policy and procedures regarding client/staff confidentiality.

Residential Specialist10/2003 to 07/2004Martha's Village & KitchenCity , STATE

Daily intake procedures and distribution of supplies General supervision of resident activities and maintain client files and evaluations Documenting shift information in daily activity logs and client file Monitored meals and comply with children's meal count procedure in accordance with FDA requirements Conduct bed checks and room checks Promote & maintain positive communications and working relationship among staff Provide crisis intervention and management as needed.

EIS Clerk12/1998 to 09/2003Campesinos Unidos IncCity , STATE

Answer incoming PBX telephone calls promptly greet and direct all visitors.

Assist with data entry, organize, file, and maintaining correspondence and other documents.

Application intakes.

Refer clients and public to appropriate onsite and off-site Outreach Services.

Education
Diploma: General Education1991Central Union High SchoolCity, StateGeneral Education
Certificate of Completion- Office-Technician1992Imperial Valley CollegeCity, State
Certificate of Completion- Phlebotomist1996Imperial Valley CollegeCity, State
Skills
Professional and friendly, Client relations, computer literate, customer satisfaction, data entry, filing, record keeping, supervising, answering phones, computer proficient, customer needs assessment.
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How this resume score could be improved?

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Resume Overview

School Attended

  • Central Union High School
  • Imperial Valley College

Job Titles Held:

  • Client Services Specialist
  • Cashier
  • Community Services Assistant
  • Medical Clinic Case Manager Program Manager
  • Emergency Services Case Manager
  • Residential Lead Supervisor
  • Administrative Secretary
  • Front Desk Receptionist
  • Residential Specialist
  • EIS Clerk

Degrees

  • Diploma : General Education 1991
    Certificate of Completion- Office-Technician 1992
    Certificate of Completion- Phlebotomist 1996

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