Client Administrator Resume Sample
Madaline Jerde
7880 Adrain Union,
Phoenix,
AZ
+1 (555) 444 0019
Work Experience
Client Administrator
07/2016
-
PRESENT
San Francisco, CA
- Assist with the account management of
- Ensure the retention of business and fulfillment of KeyBank’s fiduciary responsibilities
- Responds to client requests for certificates of insurance or auto id cards
- Collects and analyzes data, maintains records and databases, and prepares specialized reports using a variety of PC based software
- Organizes filing systems, answers phones, photocopies documents, prepares correspondence and documents, and processes incoming and outgoing mail
- Maintains monthly inventory schedule, orders office supplies, schedules meetings, and maintains various calendars
- Works with vendors to repair and maintain office equipment
- Maintaining calendars to solicit and follow-up for renewal applications and other documents from clients in a timely fashion
- Review of customers’ applications and comparisons with prior information, noting changes including basic financial review
Senior Client Administrator
12/2012
-
03/2016
Phoenix, AZ
- Downloading information from public filings (5500s, 990’s and such)
- Benchmarking analysis via available tools and resources
- Transmitting applications and other documents to producers / carriers (once approved)
- Learning to market with various carrier’s underwriters
- Assisting with policy form comparisons
- Preparation of proposals and summaries of insurance
- Filing of initial notice of loss, and follow up for confirmation and coverage opinions
- Checking binders and insurance policies for accuracy
Assistant Client Administrator
04/2008
-
10/2012
Detroit, MI
- Attending insurance industry events, classes and related events to further knowledge of the industry, insurance and develop professional relationships with insurers, claims professionals and others
- Operates the front desk in a friendly and efficient manner. Coordinates all aspects of new client file set-up using outlined protocols to include client verification, initial data entry, reviews program procedures and collects client acknowledgments. Ensures client understanding of the program and proper completion and entry of referral documents
- Collects client payment for services based on program requirements. Posts fees to client's account and collects payment or voucher at time of service when required. Ensures all payments are properly recorded by type and amount. Follows protocol and refers client to office manager if client is unable to make payment
- Creates complete and accurate documentation of client office visits to ensure timely communication with probation and court officers. Updates client files to report failures to appear, inability to provide collection for alcohol or drug testing, and/or failure to comply with program requirements
- Assists with data collection from electric home monitoring equipment. Completes check in for client and downloads data into software for tracking
- Creates and maintains electronic files in an organized manner; maintains confidentiality and security of records
- Creates complete and accurate documentation of client office visits to ensure timely communication with parole, probation and court officers. Updates client files to report failures to appear, inability to provide collection for alcohol or drug testing, and/or failure to comply with program requirements
- Work in partnership with a Relationship Manager to service and monitor an assigned group of accounts to ensure timely and accurate processing of client directed trades and transactions and the required financial reporting
- Demonstrate knowledge relating to the institutional trust/custody client needs and IAS product offerings
Education
University of Connecticut School of Business
2003 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Excellent proven organisation, multi-tasking skills and enjoyment in building strong working relationships
- Strong customer service skills and problem-solving skills
- Excellent planning, ability to execute tasks effectively, internal leadership and communication skills
- Excellent problem resolution, team building, judgment and decision making skills required
- Demonstrated problem solving skills; ability to analyze complex data, interpret and present findings/solutions to management
- Prioritize urgent issues effectively and ability to effectively balance a high volume of work
- Excellent personal computer skills and the ability to learn new computer applications on the fly; comfort with technology
How to write Client Administrator Resume
Client Administrator role is responsible for english, interpersonal, software, research, excel, powerpoint, word, customer, credit, retail.
To write great resume for client administrator job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Administrator Resume
The section contact information is important in your client administrator resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Client Administrator Resume
The section work experience is an essential part of your client administrator resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client administrator responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client administrator position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Administrator resume experience can include:
- Assist in coordination of all KeyBank services issues across all product lines to ensure that delivery of products and services meets or exceeds client expectations
- Excellent customer service skills. Ability to quickly identify, respond and resolve internal and external customer needs
- Facilitate solution development efforts to effectively manage Contact Center service improvements in service and technology
- Working to specific regulations - Previous experience of this is advantageous
- Good understanding of accounting and financial reporting principles and practice
- Good understanding of accounting and financial reporting principles and practices
Education on a Client Administrator Resume
Make sure to make education a priority on your client administrator resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client administrator experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Client Administrator Resume
When listing skills on your client administrator resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical client administrator skills:
- Experience in client-facing roles, with excellent customer service skills
- Excellent attention to detail and advanced organisation skills in completing assigned tasks
- Strong communication, writing, analytical and organisation skills
- Meticulous eye for detail and excellent written and verbal communication skills
- Organisation skills and strong attention to detail
- Answering all incoming calls on the main-line numbers and routing calls efficiently and effectively to their destination
List of Typical Experience For a Client Administrator Resume
1
Experience For Senior Client Administrator Resume
- Communication effectiveness / demonstrated high-level interpersonal skills
- Strong PC skills, especially Excel, Word and PowerPoint
- Project management skills or experience and the ability to manage multiple responsibilities and work streams
- Demonstrated time-management, organisational and negotiation skills
- Additional regional language skills are beneficial (primarily Spanish, German, Italian, French, Dutch)
- Effective time management with an ability to multi-task and prioritise work
- Establish excellent working relationships with the client and become an active part of the client team, attending client calls and internal meetings
- To ensure that any subcontractor invoices, costs etc. are processed correctly prior to invoicing
- To be computer literate and have experience of using Microsoft Office and computer systems. Knowledge of SAP would be benefit but not essential
2
Experience For Private Client Administrator Resume
- Develop, document and maintain a profile for each client to help IC solidify and increase the clientrelationship
- Experience in compliance or other client service exposure (beneficial)
- Retail mutual fund, hedge fund, or back office support experience (beneficial)
- IFRS and Consolidation knowledge
- Retail mutual fund, hedge fund, or back office support experience is beneficial
- The provision of excellent day-to-day service to your own client portfolio (in relation to all aspects of operational client service)
- Experience in financial services administration
- Demonstrated computer literacy i.e. Microsoft Office Suite; ability to learn new systems
3
Experience For Assistant Client Administrator Resume
- Practical experience
- Has at least 1 to 2 years relevant work experience
- Manage time, prioritise tasks and work under pressure
- Have a good level of both verbal and written English
- Have a good level of both verbal and written German would be benefit but not essential
4
Experience For Asset Management Know Your Client Administrator Resume
- From 1 to 4 years practical experience
- 1/2 years practical experience
- Mentoring and supporting Customer Administrator on their development plans and providing CA’s with cross training
- Accounting: in middle stages of professional qualification
- Monitoring cash and securities positions held at the custodian post event to ensure entitlements are received and recorded accurately
- Participate in the Request for Proposal (RFP) process involving existing relationships or development of new IAS opportunities
5
Experience For Case Client Administrator Resume
- Handle scanning, rejections, follow up with back office/operations and filing
- Coordinates with multiple areas as needed in resolving client specific issues, process changes, new products and staff training
- Monitor and assist the coordination of new relationship transitions and/or account restructuring
- Assist clients with required reporting to various government agencies
- Be flexible in approaching responsibilities
- Be willing to assist others as required
- A high level of comfort in dealing with all levels of Management
6
Experience For Trainee Client Administrator Resume
- Provide oversight for asset transfers between retirement accounts to effect accurate government reporting
- Field questions from Sales and various other departments supporting firm’s mission to provide excellence in client service
- Undertake a variety of banking, investment and financial transactions within the jobholder’s authority
- Administration and bookkeeping tasks delegated by the Team Leader or Supervisor (related to any other client)
- Daily recording of cheques and payments received or card transactions and notification to/from Finance Operations
- Produce Slips (drafting and final versions) and Endorsements under the direction of Client Advisers/Placement
7
Experience For Policy & Client Administrator Resume
- Contribute to the department’s success by focusing on our key performance indicators; schedule audits, office calls and hunt line calls
- Support the region in attaining their yearly growth and contribution margins
- To ensure the training course materials are prepared and distributed to the tutors and participants well in advance
- Preparation of monthly accounts/annual accounts according to LuxGAAP
- Execution of general ledger accounting and client payments
8
Experience For Cees-client Administrator Resume
- Maintain accounting records and prepare financial reports
- Regular contact with customers on daily basis, providing them with assistance
- Monitor and enforce regulatory requirements and SLGI’s policies such as but not limited to early redemption fees and inappropriate trading activities
- Primary contact/support for SLGI’s private client offering
- Familiar in working in a SLA driven environment
- Travel 4 times per year for meetings and occasional training
9
Experience For Client Administrator Cardiff Resume
- 2) Jed, a PatronManager client, writes in asking if we support Bixolon printers. Write him back with a response
- Maintain and keep track of all corporate actions and proxy voting deadlines to ensure they are not missed
- Ensure all proxy voting additional reports are completed within the deadlines, and that all information relevant to the reports is acquired in time
- Review and update client withholding tax rates held within Eagle
- Intermediate knowledge of Microsoft Office Suite Word Processing software, MS Project, and Visio software
- The maintenance of accounting records and preparation of financial reports, i.e. deliverables
10
Experience For Client Administrator Belfast Resume
- Execution of client payments as well as follow up of invoices to clients and collecting debts
- Hold / be studying towards relevent professional qualification
- Enjoy the demands that come with working on client engagements and to defined KPI’s
- Are willing to learn new tasks and take on new responsibilities when needed
- Take the time to learn about our clients, and the services we’re providing to them
- Partner and collaborate with KeyBank support service teams to provide high level service and support to clients
- Develop relationships with clients and their service providers, such as consultants, third-party plan administrators, accountants, auditors, outside RIA’s, etc
List of Typical Skills For a Client Administrator Resume
1
Skills For Senior Client Administrator Resume
- Preparing Scheme and open market renewal packs including pre-renewal checks and update of claims information within the required renewal timeframe. Additionally, processing transactions on the system for secured scheme renewals and mid-term adjustments would be an essential part of the role
- Good level of project coordination / management skills
- Maintain and manage personal workload effectively utilising relevant systems. Achieve internal SLA’s and client KPI’s, ensuring deadlines are met
- Excellent working conditions:good work-life balance
- High level of literacy and numerical skills
- Sound organizational skills to manage own time
- 1/2 years practical experience ideally through a first internship or work experience
- Are passionate in the role they play to help achieve business priorities and excellent client service
- Maintaining strong data integrity and ensuring compliance when handling sensitive information
2
Skills For Private Client Administrator Resume
- Working experience of 0-2 years in a client servicing businesses
- Seeking highly motivated individual with ability to learn and accept more responsibilities with experience
- Home Services or Claims/Accounting experience
- Strong use and understanding of Microsoft applications – Word, Excel, Powerpoint, Access
- Experience in a support or administrative function in banking or financial services sector
3
Skills For Assistant Client Administrator Resume
- Liaise with various internal teams including Business Governance, Investment Operations and Portfolios to ensure effective completion of various tasks
- Experience within distribution network and various operating systems (Unitrax and FundSERV) used within mutual fund industry
- The responsibility for maintaining a simple client portfolio and establishment of a strong client relationship
- Together with other team members, preparation of quarterly/annual consolidation reporting packs
- Relevant working experience, preferably from a big 4 company or trust
- Assist in regular communication with end client to validate outgoing cash movement to 3rd party recipients
- Experience of employee benefits administration, including group risk, private medical insurance would be an advantage
- Some experience of employee benefits administration, including group risk, private medical insurance would be an advantage
4
Skills For Asset Management Know Your Client Administrator Resume
- Build partnerships with the Practice Managers of Operations (PMOs) and supported teams by sharing best practices and proven Heartland Dental systems
- Support the field operations team by maintaining a strong focus on schedules
- A previous experience in client servicing businesses (accountancy, audit, etc.) is an asset
- Home Services operations or claims management experience
- Knowledge and experience in the administration of high networth investor accounts
- Demonstrated ability to meet or exceed the competencies as listed
- Experience in a similar position within Health or Protection sector
5
Skills For Case Client Administrator Resume
- Experience with Windows based database programs is also required
- Answering the phone - Redirecting calls and taking messages. Answering and resolving queries where appropriate
- Delegating client work to Client Administrators, monitoring and ensuring his/her professional development
- Having a pro-active attitude to problem solving and coming up with solutions
- Providing working documents (interest calculations, reinvoicing spreadsheets)
- Working closely with colleagues to ensure efficient and prompt handling of all matters, day to day enquiries and renewal requests/workflow
- Supporting the Broking team in their daily processes
- Working with client data to ensure payments are made - Taking responsibility for client communication
- Preparing and reviewing of financial reports (LUX GAAP, US GAAP or IFRS)
6
Skills For Trainee Client Administrator Resume
- Maintaining a full understanding of our policies, processes and systems
- Invoicing Requests (Completion of Instruction Forms/Multiple Invoicing Spreadsheet etc.)
- Developing a comprehensive understanding of legal documents
- Working closely with team members to achieve deliverables
- Working knowledge of Eagle, CRIMS, Sharepoint, Salesforce
- Working Knowledge of Omgeo CTM/Alert, GTSS
7
Skills For Policy & Client Administrator Resume
- Working knowledge of custodian websites
- Understanding of life insurance would be an advantage
- Existing and potential clients
- Conducting special projects related to Deutsche Asset Management’s AML efforts
- Liaising with Clients, Front Office, Legal, and Operations as necessary as part of the KYC process
- Ordering stationary, as required
- Monitoring Management Information Trackers – PRISM, Overdue Renewals,Policy Issuance & Contract Certainty
- Working knowledge of Word, Excel, Eagle, Charles River and Portal
- Working knowledge of online custodian websites
8
Skills For Cees-client Administrator Resume
- Dealing with client and member queries (verbal and written)
- Frequent sitting, some standing, walking, bending and reaching as necessary
- Professional phone etiquette, including being able to handle a large amount of calls and directing them accordingly
- Be able to maintain and improve relationships with existing clients, ensuring their needs are met, and obtaining repeat business from them
- Competence with trust/custody, pension, securities lending, commercial banking, operating fund and charitable plan client needs
- General Housekeeping – maintaining a safe working environment
9
Skills For Client Administrator Cardiff Resume
- Preparation of support working documents (interest calculations, reinvoicing spreadsheets, …)
- Ensure Performance Guarantees are achieved by reviewing reports and analyzing data
- Development towards a full understanding of working relationships with insurers, advisers and their clients
- Actively contributing to initiatives and driving growth or improvement, both personally and across the organisation
- Data inputting and maintenance of accurate client details, ensuring data is consistently updated as required
- Create excitement and motivation by developing and implementing regional and company patient care focused challenges
10
Skills For Client Administrator Belfast Resume
- Maintain a working knowledge of Heartland Dental reporting to quickly identify strengths and opportunities for the region and the organization
- Extremely detailed and organized with the ability to multi task while maintaining quality
- Provides administration support while ensuring adherence to high client service level agreements
- Assist the team on the day to day activities including administrative functions
- Confident user of MS Office including Excel & Powerpoint
- Comfortable working in a busy office environment, as part of a small team
- O Working knowledge of Word, Excel and PowerPoint
List of Typical Responsibilities For a Client Administrator Resume
1
Responsibilities For Senior Client Administrator Resume
- Follow-through and time management skills
- Work effectively with counter team to assist the Legal department with the preparation of annual shareholders meetings
- Strong academic background supported by good grades at A-Level and/or GCSE in subjects that include Maths and English
- Work experience required
- Detail oriented with the ability to multi-task, prioritise work assignments, and complete assignments accurately and in a timely manner
- Prioritize among multiple tasks and projects
- Proven ability to take initiative and work independently in a fast paced environment
- Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees
2
Responsibilities For Private Client Administrator Resume
- 1 year practical experience
- Practical experience
- From 2 to 3 years practical experience
- Create and manage staff training for new products and clients. Includes organizing training groups, develop training documents and job aids
- Preparation of support working documents (interest calculations, reinvoicing, spreadsheets)
- Manage all aspects of account opening and maintenance
- Undertake a variety of banking, investment and financial transactions within the job holder’s authority
- Works with clients in completing necessary paperwork to get the clients’ policies completed and in force
3
Responsibilities For Assistant Client Administrator Resume
- Negotiate and seek agreement with clients regarding the need for process changes
- Update system notes, and develop and conduct training for contact center staff
- Responsible to become familiar with the plan designs and benefit setups for their clients and be involved in the claims testing process
- Partner with the client and the implementation teams in reviewing the test claim results
- Analyze data to improve strategic decision making and implementation
- Analyze the future impact (call volume for forecasting purposes) of new implementations based on call types
- Develop and implement strategic project planning that provides mutual performance objectives
- Track projects and issues closely, foster collaboration from both the business and technology groups and lead issue resolution meetings during a project
- Facilitate train-the-trainer sessions and transition training information to the Quality Team
4
Responsibilities For Asset Management Know Your Client Administrator Resume
- Develop and facilitate yearly Part D compliance training to support CMS guidance
- Execute accounting records and preparation of financial reports
- Trail clients payments, follow up of invoices to clients and collecting debts
- RBC Phillips, Hager & North Investment Counsel – Branch Operations Manager
- Interpret and communicate client needs expressed through client service specialists in the front office by issuing specific operational instructions to the correct back office groups
5
Responsibilities For Case Client Administrator Resume
- Communicate appropriate information from the back office groups to enable the front office to deliver superior client service
- Resolve back office operational issues in a timely fashion to meet the needs of clients
- Maintain administrative functions such as mass mailings, database management, meeting materials preparation, correspondence, creation of reports/spreadsheets and completion of special projects as needed
- Process transactions (wires, cheques, transfers etc.)
- Schedule meetings and calls
6
Responsibilities For Trainee Client Administrator Resume
- Consistently participate in workplace/business activities
- Maintain all administrative functions such as data base management, mass mailings, preparation of presentation/meeting materials, correspondence, creation of reports, spreadsheets and completion of special projects
- Complete expense reports/reconciliation, financial requests (wires/deposits)
- Performing the required Know Your Client/Know Your Intermediary (KYI) screening, on new Clients by documenting and corroborating the information obtained as required by DeAM’s KYC procedures utilising a variety of independent research sources
- A knowledge or interest in asset management and a familiarity with industry key terms
- Pro-active and client service attitude
- Participate in client related research projects, product launches and other firm wide initiatives. Support offshore team at AXA Business Services
- Maintenance of Mercer Marsh Benefits analytical tools and production of output for clients and consultant
7
Responsibilities For Policy & Client Administrator Resume
- Complete work for market review/ scheme/ portfolio renewal in line with clients requirements, collation and analysis of results in appropriate format and production of report
- Negotiation as appropriate with insurers to achieve best terms for client
- Update industry knowledge as required and demonstrate continued personal professional development in the area of both technical and behavioural competence to appropriate level
- Manage clients’ expectations with regards to legislative changes. Provide advice to clients in this area (to be confirmed for all client servicing)
- Mentor and train new starters
- Ensure Threshold competent in appropriate area of expertise
- To ensure that all compliments and complaints received are recorded within the relevant database and escalated to the team leader to ensure that they are managed through to satisfactory resolution
- Current risk legislation knowledge; pension legislation knowledge would be an advantage
- Ensure that new client business allocated to the job holder is thoroughly researched and that the client’s requirements are understood
8
Responsibilities For Cees-client Administrator Resume
- State Life & Health license and Series 6 securities license is not required
- Constantly developing (close) work relationships with advisors and clients, maintaining contact and meeting with (and when necessary visit) clients and their representatives
- Preparation of annual shareholders meetings
- Follow up and review deliverables prepared by Client Administrators
- Serve as first point of contact for client for all Contact Center related requests and problem resolution.Responsible for all aspects of service for assigned book of business including member, pharmacy, physician, and client requests
- Define processes and implement call reduction strategies
- Manage client expectations by providing alternative solutions to suggested benefit changes in order to reduce calls in the contact center and disruptions to claims processing
- Develop, maintain, and modify call center processes when the clients’ requirements change
- Track the impact of process changes on call volume and make adjustments as needed
9
Responsibilities For Client Administrator Cardiff Resume
- Stay current with and apply CMS requirements for Medicare Part D call center activities and understand how the company manages these regulations and the processes within different departments
- Provide consultation for clients regarding the regulations and ensure our call center processes provide high quality and compliant customer service
- Provide assistance with necessary tasks with Pharmacy Networks, GPS, Account managers and respond to all client emails and Sales Force cases in a timely fashion
- Maintain high customer satisfaction to ensure mutual success
- Track and trend impact of new client/benefit implementations on call types, source, reason, and volume
10
Responsibilities For Client Administrator Belfast Resume
- Provide client-facing support for Project Implementation and/or internal implementation support including Sales/Account Management support for Business Development
- Create realistic plans and forecasts related to customer performance
- Communicate status reports for management, clients and the project team, and meet with project personnel to provide technical advice to resolve problems
- Facilitate regular project status meetings to assess progress versus milestones, and identify areas of potential concern in order to mitigate risk as well as provide updates to Management
- Facilitates new CSR training including the delivery of two week training class and subsequent follow up sessions during the first two weeks on the floor
- Provide consultative support as needed for Request for Proposals
- Attend “What got Sold” meetings and determine impact of new business on the Contact Center
- Operationalize commitments made from the MOU and work with clients to determine how to best service the business (i.e., member calls, offshore, afterhours)
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