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client services specialist resume example with 17+ years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
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
11/2012 to 01/2016 Client Services Specialist Wipfli Llp | La 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.

​
01/2012 to 10/2014 Cashier Raising Canes Chicken | San Marcos, CA,
Customer service
Daily cash balance Record keeping of cars washed
Filling out Smog &Lube invoices
Answering phones
05/2012 to 06/2012 Community Services Assistant Community Action Program For Central Arkansas | Searcy, 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.
09/2003 to 04/2012 Medical Clinic Case Manager Program Manager University Of Pennsylvania Health System | Voorhees, 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.

07/2007 to 07/2009 Emergency Services Case Manager Kiosk Information Systems | Louisville, 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.

05/2006 to 07/2007 Residential Lead Supervisor Rwj Barnabas | Ocean 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.

09/2005 to 04/2006 Administrative Secretary Martha's Village & Kitchen | City, 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.

09/2004 to 08/2005 Front Desk Receptionist Martha's Village & Kitchen | City, 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.

09/2003 to 06/2004 Residential Specialist Martha's Village & Kitchen | City, 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.

11/1998 to 08/2003 EIS Clerk Campesinos Unidos Inc | City, 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
Expected in 1991 to to Diploma | General Education Central Union High School, El Centro, CA GPA:
General Education
Expected in 1992 to to Certificate of Completion- Office-Technician | Imperial Valley College, Imperial, CA GPA:
Expected in 1996 to to Certificate of Completion- Phlebotomist | Imperial Valley College, Imperial, CA GPA:
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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Resume Overview

School Attended

  • Central Union High School
  • Imperial Valley College
  • 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
  • Certificate of Completion- Office-Technician
  • Certificate of Completion- Phlebotomist

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