Senior Associate Client Services Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • Microsoft Excel, Word, Salesforce, Interact, Synergy
  • Financial statements expertise
  • Schedule development
  • Finance
  • Project Management
  • Business administration
  • Project planning
  • Spreadsheet management
MBA: Business Management, Expected in 2021
Capella University - Minneapolis, MN

Graduated with a 4.0 GPA

Member of: Delta Mu Delta International Honor Society in Business

  • Professional development completed in Project and Business Management
Bachelor of Science: Business Management, Expected in 2011
City University of New York - New York, NY,

Graduated Cum Laude

Associate of Science: Public Management, Expected in 1998
University of Guyana - Guyana,
Professional Summary

Meticulous Senior Associate knowledgeable about project management and team leadership. Bringing over 20 years of management experience and 5 years' experience in the financial industry. Results driven professional with a strong history of developing strong relationships and implementing strategic plans, while exceeding leadership and other performance goals. Excellent communication, liaison, problem solving and multi-tasking skills. Top MBA graduate with excellent analytical, project management, operations management and policy implementation skills. Served in team leadership capacity and as community outreach ambassador to foster integration in surrounding communities in a non-profit setting. Proven record of high-performance outcomes and ensuring a consistently strong business presence. Well known for strong work ethics and a professional attitude.

Work History
Senior Associate Client Services, 01/2018 to Current
Panjiva Farmers Branch, TX,
  • Effectively identify and communicate suitable resolutions in an efficient manner to address customers' concerns while identifying and recommending additional benefits to meet customers’ needs.
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Utilize Certified Peer Coaching skills to mentor and support team chats and offer floor support by answering team members' questions in a timely manner.
  • Provide on-boarding, coaching and mentoring of new hires to ensure smooth transition.
  • Cultivated relationships to fully understand the needs and fully resolve situations the first time while going above expectations.
  • Developed a strong understanding of how clients engage online and through mobile technology, financial centers and contact centers and has proven ability to guide them on ways to improve their financial lives.
  • Articulate, with excellent ability to navigate multiple computer applications while interacting with clients and team members.
  • Recognized for providing World Class service with strong ability to listen, understand and provide solutions that exceed internal and external client's needs and expectations.
  • Known for attaining and exceeding critical performance and regulatory standards above 90% and exhibiting strong leadership qualities.
  • Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
Preferred Account Specialist, 02/2016 to 01/2018
Drury Hotels Burlington, NC,
  • Continuously meet and exceed quarterly sales goals, resulting in recognition and promotion for leadership and performance excellence.
  • Recognized for top and balanced performer and recommended for path to leadership role during mid year review.
  • Serve as first point of contact for first class clients, providing timely and excellent customer service.
  • Reviewed customer profiles to ensure product quality is in accordance with customer needs and company standards.
  • Develop engaging conversations to uncover customers’ needs and provide education on products and services to address their current and future needs.
  • Utilize stringent quality control and security procedures in keeping with line of business to ensure customer protection.
  • Utilized complex reports to track sales performance and revenue accomplishments while adhering to standards of quality and service.
  • Cultivate and maintain customer and business relationships while fostering organizational success.
  • Execute complex account management tasks while navigating complicated risk management procedures.
  • Leveraged proven sales methods to increase revenue and surpass sales objectives by 20%.
  • Documented customer habits and preferences and recommended product and service updates to management.
  • Set up new customer accounts and updated existing profiles with latest information.
  • Identified issues, analyzed information and provided solutions to problems
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
Manager, 05/2009 to 09/2015
Amc Entertainment Inc. Garland, TX,
  • Developed and managed operational aspects, thereby generating annual sales in excess of $0.5 million first year.
  • Collaborated Finance team to review financial statements, perform profit and cash flow analysis, manage lines of credit, income and expense forecasting, and cash management.
  • Build, train and supervise management team in daily functions and operations.
  • Strategically plan, identify and launch new markets and investment strategies.
  • Fostered corporate relationships through liaison with lenders, working with auditors from Department of Transportation, IRS and other organizations.
  • Control department expense, saving thousands of dollars through implementation of purchasing and other measures.
  • Improved relations with and reduced turnover among management and support staff.
  • Propelled continuous improvements and strategically capitalized on current market trends.
  • Executed regular process updates to reduce discrepancies and enhance scheduling across production calendars and programs.
  • Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
Contracts Manger, 07/2004 to 05/2009
Triple A Cleaning & Janitorial Service, LLC City, STATE,
  • Managed over 25 associates in executing business projects while acquiring and maintaining commercial building contracts.
  • Established controls for Customer Accounts, review outstanding and delinquent accounts.
  • Conduct audits, developed and implemented quality control procedures for revenue collection, resolve billing and other customer issues.
  • Supervised overall execution of contracts, product quality of client properties in accordance with corporate and departmental of Health standards.
  • Managed productivity, inventory control, scheduling of projects and daily tasks.
  • Reviewed operating processes based on company standards.
  • Reviewed forecasts and budgets to ensure purchasing, payroll and inventory control are in keeping with strategic organization plans .
  • Supervised training, supervision and evaluation of staff.
  • Developed training programs in keeping with OSHA and other industry standards.
  • Conducted quarterly and annual reviews of account performance.
  • Represented company at various conferences, committee meetings and project bids.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
  • Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
  • Improved operational planning and business frameworks to enhance resource utilization and reduce waste.

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Resume Overview

School Attended
  • Capella University
  • City University of New York
  • University of Guyana
Job Titles Held:
  • Senior Associate Client Services
  • Preferred Account Specialist
  • Manager
  • Contracts Manger
  • MBA
  • Bachelor of Science
  • Associate of Science