Client Service Consultant Resume Sample
Charles Stokes
954 Legros Fort,
Chicago,
IL
+1 (555) 597 8435
Work Experience
Senior Client Service Consultant
02/2016
-
PRESENT
Houston, TX
- Receiving and / or initiating calls to advisers or clients and providing an exceptional client experience on each call
- Continuous learning of technical aspects of core and specialized retail products
- Identifying leads, value-adds and solutions for our advisers and clients
- Taking ownership of client queries and using your industry knowledge and experience to overcome challenges and solve problems
- Client service experience, related business experience, or a combination of both
- Collateral monitoring, Closing Agent approval and monitoring
- Loan surveillance and support of other programs serviced on the warehouse loan system
- Experience in cash handling experience obtained within financial services or in a client facing role
- Experience in financial services in either a phone or client facing role
Client Service Consultant
12/2009
-
12/2015
Detroit, MI
- A deep customer service focus and strong attention to detail
- An intense desire to achieve client satisfaction and retention goals
- Excellent time-management, prioritization, communication, and analytical skills
- Prior experience supporting financial practices or financial software solutions is desirable
- Advocating on behalf of the client regarding internal processes and future development
- Engages problem solving skills to ensure the match between customer’s core needs and UMR,identifies negative service trends and escalates/communicates as appropriate
- Team focus by providing support to other CSC’s as backup when required
- Participates in cross-functional project teams. Maintains awareness and knowledge of MetLife’s and competitors’ products and trends
Client Service Consultant, Alternative Assets
01/2004
-
08/2009
Houston, TX
- Comprehends competitors’ products, industry trends and legal developments impacting business
- Educate clients about industry trends and our institutional software, focusing on data, functionality, and features
- Be evaluated on your success in converting product trials, promoting product usage, and maximizing client retention by helping companies integrate these products with their workflows
- Interact with Morningstar’s data operations group, product managers, and internal service consultants to resolve client issues in a timely manner
- Contribute to market research, marketing and promotional events, and other projects as needed
- Fluent oral and written communication skills required in both English and French language
- Excellent communication skills and the ability to present to clients with sophisticated investment knowledge and business experience
Education
University of Phoenix - Greenbelt Learning Center
1998 - 2003
Bachelor's Degree in Business
Professional Skills
- + Excellent time-management, prioritization, communication, and analytical skills
- Excellent communication in oral, written and listening skills
- Route 1: Two years lab experience; Route 2: Three years experience in Customer Service with troubleshooting experience
- Two years lab experience; Three years experience in Customer Service with troubleshooting experience
- Demonstrated professional oral and written communication skills
- Previous banking or other financial institution experience, including 8 years client support experience
- Professional communication skills including the ability to clearly explain complex concepts over the phone
How to write Client Service Consultant Resume
Client Service Consultant role is responsible for analytical, english, reporting, retail, credit, training, design, research, insurance, travel.
To write great resume for client service consultant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Service Consultant Resume
The section contact information is important in your client service consultant 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 Service Consultant Resume
The section work experience is an essential part of your client service consultant 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 service consultant 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 service consultant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Service Consultant resume experience can include:
- + Prior experience supporting financial practices or financial software solutions is desirable
- Route 2: Three years experience in Customer Service with troubleshooting experience
- Receiving and/or initiating calls to advisers or clients and providing an exceptional client experience on each call
- Knowledgable of clients and forming strong relationships, also working directly with Pathologists, knowing when to escalate calls to pathologist
- Experience in residential mortgage loan origination, warehouse lending or servicing
- Branch Banker experience with opening business accounts, using various name styles and knowledge of documentation required for verification
Education on a Client Service Consultant Resume
Make sure to make education a priority on your client service consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client service consultant 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 Service Consultant Resume
When listing skills on your client service consultant 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 service consultant skills:
- Works autonomously; effectively handle multiple tasks and prioritizes deadlines appropriately. Strong project management skills
- Strong organizational skills and ability to follow through on commitment
- Work effectively; handle multiple tasks, prioritize deadlines appropriately and remain flexible
- Work effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
- + Demonstrate superior product knowledge and consultative account management skills
- Proven experience in supporting international customers
List of Typical Experience For a Client Service Consultant Resume
1
Experience For Treasury Management Client Service Consultant Resume
- Keeping records of client interactions or transactions, recording details of inquiries, complaints, comments, as well of actions taken in CRM
- Assists with the preparation and monitoring of corresponding IT budgets
- Participates in implementation meetings, creates requested data reports and ongoing client meetings
- Client contract signing and management
- Product knowledge (Alarm monitoring and installation)
- + CFA designation or progress towards this designation is highly desirable
- Serves as a subject matter expert on benefits for NBM’s and CM’s
- Firm knowledge of MetLife’s group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems
- Coordinates and facilitates client meetings, in person or via conference call and prepares presentations
2
Experience For Client Service Consultant, Alternative Assets Resume
- Participates in client account audits
- Participates in cross- functional project teams
- + Accountable for overall client satisfaction and renewal/retention
- + Analyze both usage statistics and client feedback to proactively promote product value
- + Ensure quality data conversions through timely updates and project management
- + Provide valuable feedback and insight to the product team
- + An intense desire to achieve client satisfaction and retention goals
- Daily works with clients by telephone to provide information about tests or services; add on tests after validating that specimen is still available, cancel tests and obtain details of complaints. Check to ensure that appropriate changes were made to resolve clients' problems and that client is updated of changes
- Manage Client Relationships by telephone, electronically or face to face communications
3
Experience For Senior Client Service Consultant Resume
- Direct requests and unresolved issues to the designated relevant Manager
- Language proficiency (English and Afrikaans)
- Overall accountability for the day-to-day administration of multiple Regional Market clients, including: Responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives, acts as a liaison between the client and internal MetLife teams
- Establish metric/performance reporting; track Service Provider performance and ensure viability of service levels
- Define and implement service level reporting for clients
4
Experience For Direct Client Service Consultant Resume
- Monitors supplier compliance with Abbott policies, procedures, and quality requirements
- Perform capacity and demand planning with Service Provider and Governance team – Forecast customer demand for all in-scope and new services. Coordinate services, projects, and plans within domain to ensure priorities are addressed appropriately
- Serves as a liaison between customer and internal MetLife areas (i.e. Claims, Contracts, etc) and the primary advocate for the customer’s needs, including handling issues of high complexity independently
- Participates in client facing activities to resolve customer issues and concerns swiftly and with a perceived effortless experience on the customer’s part. Working closely with sales partners and other internal partners to contribute to the long term persistency and profitability of the Employee Benefits Sales business
- Through understanding of the customers benefit needs and priorities as well as industry trends and product/service options, work to influence the most positive benefit outcomes
- Leads cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness
5
Experience For Client Service Consultant, Remote Resume
- Partners with implementation of new clients and the addition of MetLife product lines to existing clients
- Overall accountability for the day-to-day administration of multiple clients, including: Responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives, acts as a liaison between the client and internal MetLife teams
- Overall accountability for the day-to-day administration of multiple Regional Customers
- Overall accountability for the day-to-day administration of multiple National Accounts clients
- Responsible for supporting internal and external customers by providing support services in account management, operations, documentation, customer service and technical support
6
Experience For Outbound Client Service Consultant Resume
- Communicating with clients regarding billing, account questions, account transactions; researching and resolving problems identified by customers; cross-selling and making customer calls with relationship managers
- Producing and maintaining tickler report and default reports
- Preparing documentation checklist, documents, reports and other items
- Tracking and monitoring portfolio on an ongoing basis for compliance, position, documentation exceptions, overdrafts, accounting, maintenance of files and reports, letters of credit, pricing and delinquencies
- Preparing regular performance reports of account activities
- Managing client product trials for advisor products, including assessing client needs and providing training during the trial stage in support of the sales team
- Work to further improve the support offered to existing clients and on-boarding of new clients. This might include some face-to-face training, leading webinars and generally sharing knowledge of clients so that we can tailor training to improve their workflows
- Seek opportunities to expand the relationship with our existing Advisor Research Centre and migrate them or complement their offering by upgrading them to our flagship institutional platform – Morningstar Direct
7
Experience For Branch Client Service Consultant Resume
- Manage a number of Clients across Morningstar’s institutional platform (Morningstar Direct) by promoting product usage, maximizing client retention, helping companies integrate Morningstar products with their workflows and converting Product trials
- Identify potential cross sell opportunities across Morningstar suite of solutions (Morningstar licensed products and Morningstar Investment Management.)
- Answer queries related to Morningstar data, methodology, functionality and product feature and assist clients on how to use the various capabilities within ARC and Morningstar Direct to their full potential
- Work cross-functionally with Product Development, Data, Application Services and Corporate IT teams to solve complex issues and communicate product enhancements and updates
- Work very closely with CSCs and our Client Services team to coordinate first-class client support and implement strategies for improving client growth, retention and satisfaction
8
Experience For SG / Senior Client Service Consultant Resume
- Strong client focused ethic; and proven organisational and multitasking skills
- Demonstrate and promote strong client advocacy and embody our smart, fast and nice service excellence values
- A proven ability to build long-term client relationships
- Experience with Morningstar’s data, internal systems and development processes is an advantage
- Act as the voice of our clients in a cross functional agile business squad
- Apply a professional, timely, and proactive approach to escalated client issues and calls
9
Experience For Casual Client Service Consultant, Sydney CBD Resume
- Excellent communication and presentation skills, including the ability to work with clients who have sophisticated investment knowledge and business experience. Excellent spoken and written English is required
- Detail-oriented self-starter with a can-do attitude who is persistent in their pursuit of delighting customers
- Knowledge of and proficiency in Morningstar Direct is highly desirable
- Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations and participates in client account audits and strategic planning process
- Partners with Financial team in completion of client reports; analyzing results and identifying trends, while also partnering with Proposal Unit to research and respond to RFP questionnaires
- Two years of customer-facing experience
- Overseeing, assisting, and guiding internal and external clients with daily operations as they pertain to First Data, providing consultative servicing and issue resolution in order to meet client and First Data objectives
10
Experience For Client Service Consultant Resume
- Full Remit service issue accountability, including incident management, communication, Service ticket work item records, client scorecard development and delivery, large-strategic global account support specific to Remit, adhering to client service level agreements, monitoring liability and escalation to management as appropriate
- Effectively analyze, navigate, and trouble shoot external business issues
- Possesses the unique combination of technical and business savvy to translate technical information into business terms for clients and business information into technical language for IT or Product areas
- Collaborates with IT or Product to ensure business aspects/impacts are understood. Ability to conceptualize, translate into business terms, and provide solutions to complex problem sets
- Provide strategic support for product development as needed
- Controls liability exposure, interprets and communicates industry standards, updates internal systems, communicates enhancements with expertise in product specific transactions, screens and reports and assures client satisfaction
List of Typical Skills For a Client Service Consultant Resume
1
Skills For Treasury Management Client Service Consultant Resume
- Relevant experience working in the investment industry, including experience in a client service, client facing or product orientated role
- Experience processing complex transactions and performing extensive research to resolve complex customer inquiries
- Solid customer focus, with the aim of building lasting relationships
- Experienced in a similar role and an understanding of a call centre and/or operations environment
- Mortgage banking experience
2
Skills For Client Service Consultant, Alternative Assets Resume
- 7+ yrs of relevant work experience
- + More than two years of relevant work experience in the investment industry, with one year devoted to client service
- + A deep customer service focus and strong attention to detail
- Leads cross-functional project teams designed to support key National Accounts initiatives or to enhance operational effectiveness
- At least two (2) years extensive experience in client service environment
- Ensure effective systems operations between the suppliers and Abbott RUN organization
- Acting as primary liaison between customer and bank, answering questions and solving problems involving all bank departments
- Preparing advice documents including Risk Researcher reports, Statement of Advice and conducting online applications with clients, following up underwriters
- Ensuring proper booking and maintenance of loans
3
Skills For Senior Client Service Consultant Resume
- Participating in special projects relating to product conversions and new product development
- Fulfilling client maintenance requests – e.g. change of address, banking details
- Maintaining client data on COIN (CRM) and filing emails and conversations as file notes
- Preparing financial and profitability reports and loan reports
- Working knowledge of Microsoft Word, Excel, PowerPoint or comparable applications
- Following up premium dishonours with clients and product providers
4
Skills For Direct Client Service Consultant Resume
- Educating individual clients about industry trends and our advisor software, functionality, and features
- Orient new and existing clients by conducting client training on client products, services, and company policies, procedures and regulations
- Cross-selling and making customer calls with relationship managers
- Macquarie is a national business and core working hours for CARE are between 8am to 6pm, including non-national public holidays
- Multilingual Capability: Fluent both speaking and writing in English and Dutch
- Work in a challenging and demanding environment, alongside other energetic professionals
5
Skills For Client Service Consultant, Remote Resume
- Conduct client reviews including going through a Fact Find with clients over the phone & in person on occasion to generate advice opportunities
- General understanding of U.S. economy and employee benefits industry, Insurance or Banking Industry
- Sound understanding of technical and financial concepts together with a working knowledge of investment methodologies
- Ease in dealing with ambiguity; ability to create focus and keeping all stakeholders, clients and internal teams on track
- Preferable in the financial/banking sectors
- Intermediate Level proficiency utilizing MS Word, Outlook, PowerPoint and Excel
- The period from early June to early July is a very busy time of year for this role due to the end of financial year. There is a leave embargo during this time
- Graduates / Post Graduates in Engineering or Computer Applications is an added advantage
- Understand Client business requirements and recommend the appropriate solution whilst being aware of technical constraints
6
Skills For Outbound Client Service Consultant Resume
- Awareness of the positioning of the product in the market place
- Serve as the primary point of contact for day to day service activities, both internally and externally, including, but not limited to
- Handle client phone & email queries – clarifying current policies and levels of cover
- Maintain required Continuing Professional Development points as identified by management and relevant regulations
- Provides out of office service support for SM, DCM, NBM’s, and CM’s on complex or escalated service issues requiring Sales involvement
- Engages in proactive welcome calls, billing calls and follow-up activities with brokers and clients throughout the relationship with MetLife
- + Gain a deep understanding of your client`s business and provide applicable best practices
- Provides back-up assistance in reviewing completed benefit summaries and SBC’s
- Provides back-up assistance in building new benefit summaries and SBC’s
7
Skills For Branch Client Service Consultant Resume
- Troubleshoot common computer problems
- Identify opportunities to improve overall delivery of the Bank’s treasury management services
- Fully aware of and understands competitors’ products, industry trends and legal developments impacting business, assisting client with strategy consultation
- Advanced knowledge of MetLife’s group products, services and systems and ability to strategically analyze the interaction of these products, services and systems
- Technical experience and ability such as Database Administration, System Architecture, Network Operation, Technical Support, etc., helpful to understand and resolve application issues
- Strong Client Support/Customer Service experience
- Sales skills - The ability to match customer needs to E TRADE products and refer to relevant areas of the bank
- Great personality and good business minded individuals
- Account Management experience within the Healthcare Industry
8
Skills For SG / Senior Client Service Consultant Resume
- Client service experience in a financial services firm
- Post secondary education or two years experience in a customer service related position in the health care industry
- Two years sales, account management or customer service experience in the health care industry
- Relevant experience in the credit card industry
- Experience in a customer service related field
- Route 1: Two years lab experience
9
Skills For Casual Client Service Consultant, Sydney CBD Resume
- Customer service, project management, or insurance experience
- 4+ yrs of relevant work experience
- 100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity
- Control Centre Manager (Windhoek) - G4S Secure Solutions - Namibia
- Oficial de seguridad Cuajimalpa de Morelos
- Provide assistance to lower level staff
- Work autonomously and manage time efficiently in order to meet client deadlines
- Minnesota insurance license within three months of hire
- Positive attitude and ability to function as a team player
10
Skills For Client Service Consultant Resume
- Flexibility in work schedule and ability to do some travel
- Knowledge of health insurance and managed health care
- Build trust, confidence and goodwill with key customers by understanding their needs and articulating the organization’s ability to meet the clients’ needs with our products and services
- Work in one of our MedHub office locations: Minneapolis, Minnesota or Dexter, Michigan
- Proficient with Microsoft Office software. Advanced knowledge of MetLife’s group products, services and systems and ability to strategically analyze the interaction of these products, services and systems
- Work in our Dexter, Michigan office location
- Maintain databases, files and documentation in an organized and consistent fashion
List of Typical Responsibilities For a Client Service Consultant Resume
1
Responsibilities For Treasury Management Client Service Consultant Resume
- Has service issue accountability, including incident reporting, communication center notification, service center work item records, adhering to client service level agreements, monitoring liability and escalation to management as appropriate
- Provides exceptional customer service to ensure ongoing customer delivery and client satisfaction
- Partners with billing team to manage financial aspect of clients’ accounts and ensures metrics are met
- Engaged with the implementation of new clients and the addition of MetLife product lines to existing clients
- Assists in setting up product and client specific processes and reports within internal systems Comprehension and ability to communicate provisions of MetLife Core Products (Life, Dental, Disability, Voluntary Benefits, Retirement & Savings)
- Participates in client account audits and strategic planning process. Leads and coordinates implementation of new clients and the addition of MetLife product lines to existing clients
2
Responsibilities For Client Service Consultant, Alternative Assets Resume
- Provide administrative support to other GLS team members as required
- Represent the business in a professional manner
- Produce SBC’s and plan documents accurately and timely
- Resolve customer service issues and concerns with members, clients and brokers. Coordinate with other HealthPartners departments as needed to achieve resolution. Document issues and their resolution in a timely manner
- Assist with employee open enrollment meetings
- Provide standard utilization reports and respond to special reporting requests from clients or brokers. Communicate and resolve any data discrepancies and errors as needed
3
Responsibilities For Senior Client Service Consultant Resume
- Act as in-house consultant to other sales teams by helping them understand union negotiated benefits for prospective clients and what it means to “match” benefits. Also provides assistance with RFP’s for other sales teams with union concerns
- Customer service (customer facing), project management, or insurance experience
- Maintain up-to-date awareness of HealthPartners products and plans, industry trends, and government regulations
- Represent HealthPartners at client Insurance and/or Wellness committee meetings, as needed
- Bring issues to the attention of the Account Exec., Supervisor, or HealthPartners leadership. Communicate openly, frequently, and effectively with internal and external partners to ensure that issues are brought to light and all impacted parties are knowledgeable regarding the concerns of the client or broker
- Maintain consistent office hours and respond to all inquiries within 24 hours
4
Responsibilities For Direct Client Service Consultant Resume
- Keep up in a fast-paced environment
- Keep up in a fast-paced entrepreneurial environment
- Leads and coordinates implementation of new clients and the addition of MetLife product lines to existing clients while participating in initial strategy meetings, establishes specific processes and reports, reviews contract documents, completes broker agreements, creates process manuals and inputs and ensures accurate installation of data in MetLife systems
- Provides day to day administration and management of Regional Market clients, including: Responds to client request, acts as liaison between client and internal areas, contributes to project status and strategic planning meetings coordinates client enrollment/benefit fairs and participates in client driven audits and reviews and leads client driven projects and requests
- Responsible for renewal preparation, including sending the renewal verification form to the employer or broker, completing a renewal request form for Underwriting, updating the summary of benefits to reflect any benefit changes for the next plan year, and delivering all relevant information to Underwriting so that they can prepare the renewal rating
Related to Client Service Consultant Resume Samples
Client Service Resume Sample
Work Experience
• Services all Client Investment Managers and partners daily with the flexibility and commitment necessary to meet their expectations/requirements
• Anticipates and identifies Client’s needs for service requests
• Direct, lead and manage a team of Client Service Managers in imp...
Professional Skills
• Outstanding written and oral communication...
• Outstanding English written and oral commu...
• Strong people skills, leadership skills an...
Customer Service Consultant Resume Sample
Work Experience
• Working knowledge of Scotia Service and Complaints Resolution Standards and Procedures
• Thorough knowledge of the roles and responsibilities of other Bank service and support functions across all delivery channels as applicable to Commercial Banking
• Thorough time managemen...
Professional Skills
• Excellent interpersonal skills with a focu...
• Excellent verbal and written communication...
• Good communicator with strong organization...
Manager, Client Service Resume Sample
Work Experience
• Develops and maintains specific subject expertise and advises businesses management, and relevant third parties
• Responsible for interacting with various business areas to determine automation needs and provide ongoing systems support
• Actively support the Bank’s participat...
Professional Skills
• Adapt to and work effectively within a con...
• Effective time management skills and the a...
• Decision making, problem sovling, resource...
Center Support Resume Sample
Work Experience
• Provide visibility and support to the Facilities team when monitoring the Data Center’s building controls
• Assist in the physical installation and maintenance of datacenter hardware, including but not limited to mainframe, storage, server, network, and telephony systems
• As...
Professional Skills
• Strong organizational skills, high level o...
• Experience using problem solving skills, b...
• Strong analytical and reasoning skills--ab...
Tech, Tech Support Resume Sample
Work Experience
• Working knowledge in the following
• Firewalls, Intrusion Detection System Brands & technologies, Packet sniffers and Vulnerability Network Scanners would be an added advantage
• Secondary focus is to assist online support team with expertise for key customers’ issue for ...
Professional Skills
• Under general direction, provides customer...
• Strong analytical, problem solving, multit...
• Strong verbal communication and listening ...
Expert Support Resume Sample
Work Experience
• Good knowledge of the Results Management
• Good ICT skills, knowledge of ERP systems
• Experience in dealing with stakeholders
• Working in international Business
• Knowledge of sales systems, forecasting and basic financial manag...
Professional Skills
• Strong relationship skills and ability to ...
• Execute flawlessly on day to day tasks by ...
• Excellent verbal and written English commu...