Client Service Coordinator Resume Sample
Asia Rohan
2908 King Court,
San Francisco,
CA
+1 (555) 965 0014
Work Experience
Tax Senior National Tax Fiduciary & Trust Tax Services Client Service Coordinator
07/2016
-
PRESENT
Phoenix, AZ
- Prepare preliminary financial planning recommendations as well as initial product solutions for advisor review and use in client meetings
- Process and assemble tax filings and client reports in proper order with appropriate attachments
- Deliver completed tax returns to client with correct mailing envelope(s) and forwarding envelope(s)
- Communicate effectively and professionally with clients via phone, email, fax, and occasionally in person
- Correspond with tax authorities concerning tax disputes
- Time management: monitor time spent on assigned projects and advise supervisor of project status. Additionally, identify more efficient methods to improve process without sacrificing quality
- Assist department manager and director on special projects
- Maintain Due Date List in GFR on a daily basis and keep track of periodic deadline dates
Client Service Coordinator
11/2012
-
02/2016
Philadelphia, PA
- Address all client service problems and maintain Problem/Solution Log to keep Registered Representative(s) aware of service problems underway and to what level managed to client’s satisfaction
- Customer service.Perform both in-bound and out-bound customer service operations over email and by telephone to support client contact data updates. Maintain a friendly and helpful demeanor. Resolve issues in a quick and organized manner. Provide basic guidance based on the situation at hand with the ability to flex between different job functions, such as customer service and data entry
- Data Entry.Manage client contact data in contact management system though manual entry (adding new contacts and/or updating existing contacts). Adhere to set departmental KPIs and standards. Follow department processes, but also respond logically in the moment and make decisions based on the nature of the request
- Reporting.Support the compiling of basic monthly reports, ensuring data accuracy, and distributing to internal stakeholders within agreed timeframes. Ability to understand the report objectives and adjust distribution list as needed and make report enhancement recommendations as appropriate
- Managing Process.Track monthly and annual tasks to ensure completion within SLAs. Report on status and provide feedback in annual process review
- Managing email box.Manage an email inbox for incoming requests from clients and ensure all response SLAs are met. Ensure mailbox is organized effectively and efficiently, while tracking of open issues
- Special Projects.Assist with annual “data cleanup” projects as assigned, including executing plans and managing tasks through to completion
Sales Assistant / Client Service Coordinator
12/2008
-
06/2012
New York, NY
- Monitor due date list and manage Tax department members compliance with deadlines
- Scan client files and returns using ProSystem fx Scan
- Deliver various reports from GFR on a recurring and as-needed basis
- Be a resource to the receptionist or other administrative staff outside of busy season and other times as workload permits
- Attention to detail and ability to perform effective report review and proof reading
- Prepare packages to be couriered, order supplies, prepare certified mail receipts, etc
- Handle administrative functions as assigned, such as client billing, billing reports, budgeting, etc
- Front desk and financial services experience required
Education
Palm Beach Atlantic University
2003 - 2008
Bachelor's Degree in Management
Professional Skills
- Demonstrated excellence in customer service, communication and listening skills
- Excellent communication and interpersonal skills- in person, phone, writing, email
- Excellent interpersonal skills and the ability to develop relationships with clients, internal staff in all departments and outside vendors
- Strong customer service skills with internal/external clients
- Outstanding organization and project management skills are required
- Work effectively and efficiently with staff and clients, and adjust to changing priorities
- Utilize effective problem solving skills
How to write Client Service Coordinator Resume
Client Service Coordinator role is responsible for interpersonal, microsoft, organizational, email, software, english, clients, database, retail, finance.
To write great resume for client service coordinator job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Service Coordinator Resume
The section contact information is important in your client service coordinator 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 Coordinator Resume
The section work experience is an essential part of your client service coordinator 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 coordinator 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 coordinator position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Service Coordinator resume experience can include:
- Strong verbal communication skills and ability to communicate effectively with clients on the phone and via email successfully
- Strong verbal communication skills and ability to interact with clients on the phone and via email successfully
- Strong English verbal, written, and interpersonal skills are required
- Good attention to detail and shown skill in delivering data accuracy a requirement
- Team oriented multi-tasker with exceptional organizational skills
- Proficient skills and knowledge of Microsoft Suite (e.g., Word, Access, Excel, Power Point)
Education on a Client Service Coordinator Resume
Make sure to make education a priority on your client service coordinator 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 coordinator 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 Coordinator Resume
When listing skills on your client service coordinator 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 coordinator skills:
- Outstanding interpersonal skills, including the ability to develop and maintain good working relationships is required
- The capability to multitask and deal effectively with changing priorities and deadlines is essential
- Strong computer skills preferably in Microsoft Office
- Excellent interpersonal and communication skills and a commitment to an exemplary level of client service
- Strong organizational skills with the ability to multi-task multiple projects at any given time
- Strong technical experience working within many systems and multiple computer screens
List of Typical Experience For a Client Service Coordinator Resume
1
Experience For Benefit Client Service Coordinator Resume
- Help support the Client Service Managers with tasks such as: traffic maintenance, media buying assistance, campaign pacing/optimization recommendations, & weekly financial reconciliation
- Be able to communicate effectively and tactfully with individuals at all levels of industry, both on the telephone and in person is essential
- Great oral and written and oral communication skills are required
- Schedule and fill open client shifts, matching care partner availability and skill
- Several years working administrative experience in customer services or similar environment
- Self-motivated; self starter; strong leadership
2
Experience For ACA Client Service Coordinator Resume
- Prioritize, meet deadlines and demands simultaneously
- Assertive team player and proven sense of urgency
- Effective verbal and written communication with clients and other advisors/staff
- Deadline oriented with strong follow up
- Relevant Experience Required
- Strong technical/computer aptitude and knowledge of business tools desired (e.g., Microsoft Word, Excel, MoneyGuide Pro, Morningstar, What-If tax tool)
3
Experience For Temporary Client Service Coordinator Resume
- Experience in the Auction industry required
- Proven self-starter with energy and motivation to develop and close sales
- Function in a fast-paced environment and maintain operational quality, demonstrated professionalism
- Fice and administrative support experience desired
- Leverage tools and technology to improve the customer experience
4
Experience For Personal Lines Client Service Coordinator Resume
- Understanding of TV and digital media metrics
- Working together with Sales to provide sales documents for Recertification assessments
- Managing medical records, reports and correspondence
- Work in a team selling environment to collaboratively participate in strategic account planning meetings
- Support appropriate bidding and quoting initiatives
- Perform the ongoing tracking management of product, services, and, operations for clients
5
Experience For Client Service Coordinator / Receptionist Resume
- Respond to customer inquiries relating to vehicles.Provide quality service and assist in resolving problems
- Focus on customer support/retention and the following activities: Assist with Target growth in assigned accounts; Assist in growth of new customers
- Understand the key technology processes for sourcing, order fulfillment, and project management
- Toner Order Entry and remote order processing for assigned customers
- Obtain quotes from ERI, our recycling vendor for approved devices
- Monitor Tech Refresh item stocking levels in our appropriate FC’s to ensure delivery
- Customer Inquiries – Research and Respond (Billing, Toner, damage)
6
Experience For Sales Assistant / Client Service Coordinator Resume
- Participate in internal planning calls with key account managers to discuss customer strategy
- Maintain accurate customer records for Recycling programs
- Provide pricing & follow-up to TPAM, ASM, and customer as necessary
- Interacts with the patients throughout the day, escorting them to various appointments in the Hospital as needed
- Provide pricing & follow-up to Sales teams and customer as necessary
- Use internal systems (including QuickBooks, shared drive, CRM, status tracker for order management)
7
Experience For Client Service Coordinator Celebration Health Assessment Celebration Resume
- Provide shipping paperwork to internal employees
- Business –Getting and Client Liaison
- Handles any customer/vendor questions on orders, billing, and product locations
- Informs customer of shipping date, anticipated delays, and any additional information needed by the customer
- Performs on-line research of products being shipped to correctly classify them
- Maintains communication with customer regarding the status of their order through completion of delivery
- Work under pressure in a ever changing business environment
- Coordinates office cleaning and acts as a liaison with office custodian
8
Experience For Client Service Coordinator Poland Resume
- Maintains the office aesthetic, including interior design and décor updates
- Add items as necessary to pending sheet
- Assists with the creation and execution of marketing strategies and campaigns
- Microsoft Office applications, including Word, Excel, Outlook and PowerPoint is needed
- Pulls reports from traffic software and provides management with accurate numbers for revenue reports and forecasting
- Coordinate the reservation of pool vehicles scheduling of repairs/enhancements with business partners and within the team
- Coordinate with the reconditioning shop areas for vehicle repairs and reviews that charges have been made to appropriate account in a timely manner
- Works with a wide audience, including management and frontline associates
- Use the AudienceXpress platform to build, revise, and maintain media plans across various clients
9
Experience For Administrative / Client Service Coordinator Resume
- Assist in responses to general client inquiries from full range of agency/advertisers
- Good interpersonal skills, including the ability to develop and maintain good working relationships is required. Good organizational skills and a proven ability to work as a member of a team and individually are necessary. The ability to multitask and work effectively in a high pressure environment is also required
- Uses STRATA, Wide Orbit for order entry and maintenance, posting, resolve discrepancies, file orders and process make-goods as needed. Work on admin tasks requested from CSR, AE, or Director/VP of Sales as needed
- Provides sales support by answering phones; posting orders; writing up new orders; communication with buyers, agency assistants, sales managers, account executives and traffic dept
- Creates excel spreadsheet reports in support of sales functions
- Assist in the management of the wealth advisor’s calendar, client meetings, and travel arrangements
- Work directly with assigned ITSS’s and TPAM’s to identify, cultivate, support and pursue opportunities to drive further customer technology category penetration via telephone as needed
- Support the ITSS and TPAM as needed to prepare for and follow up after sales calls / sales activities. Support bid initiatives including entering, submission, order tracking and follow-up; Provide pricing & follow-up to TPAM and customer
10
Experience For Client Service Coordinator Fox Networks Group Resume
- Act as the point person for the customer when the ITSS or TPAM is unavailable
- Be the first point of contact for all customer-related escalation activities
- Ad Hoc Support - includes requests from ITSS, TPAM, manager and leadership team for account and departmental initiatives
- Liaison between sales reps and assigned customers
- Ensure HP ARC delivery performance to contract and report shortfalls
List of Typical Skills For a Client Service Coordinator Resume
1
Skills For Benefit Client Service Coordinator Resume
- Cross-functional collaborator – plans well, prioritizes alignment, listens and asks great questions, able to communicate effectively with various personalities
- Knowledge of Excel and be able to organise info effectively i.e. renewals, dates of review meetings
- Great opportunity to develop a broad range of commercial and financial skills
- Exceptional organizational skills with the ability to multi-task in a fast paced environment
- Personal computer, math and analytical skills are required
- Prior financial or professional services experience
2
Skills For ACA Client Service Coordinator Resume
- Communicating to providing excellent customer service essential
- Success in managing, prioritizing, and organizing multiple projects at one time
- Work experience in planning e.g. event planning, logistic planning
- Min 1 years related experience and/or training in online advertising desired
- Prioritize and be flexible in managing workload and ability to meet tight deadlines
3
Skills For Temporary Client Service Coordinator Resume
- Experience gained in for e.g. an administration/project management/customer service/conference organising role
- Demonstrated knowledge of commercial insurance related customer service and rating plans
- Build strong working relationships with others
- Direct experience in marketing operations related field
- Previous customer service experience or similar required
- Customer service experience
- Experience of client acceptance in a regulated environment
- Previous home health care or home care experience highly desirable
- Clinical lab experience required
4
Skills For Personal Lines Client Service Coordinator Resume
- Good command of English advantageous
- Respond in a timely manner, organize tasks, manage time, and prioritize projects with the focus on the needs of the client
- Demonstrate initiative in approach to projects/assignments
- Lead, prioritize, thrive and adapt in a fast-paced, dynamic environment
- Some previous office experience is required
- Maintaining lead database in CRM including leads searching, data cleaning, importing and reporting
- Coordinating the implementation of email marketing program, including write the content, edit marketing collaterals
5
Skills For Client Service Coordinator / Receptionist Resume
- Understanding of core advertising and marketing functions
- Providing support for events including external conferences, client presentations, learning sessions, and industry and office events
- Managing timely workflow related to client deadlines and reporting
- Preparing responses to requests for proposals and developing presentations
- Maintaining and ensuring the accuracy of game element/feature grids
- Bookkeeping support (receipts to Director of Operations)
6
Skills For Sales Assistant / Client Service Coordinator Resume
- Stakeholder management: Ensuring the customer and internal representatives are aware of the current position in the onboarding process and upcoming milestones
- Work with SPS sales providing product knowledge, sourcing, pricing and availability
- Checks shipping orders to ensure they are accurate in regards to quantity shipped by comparing shipping documents with computer-generated reports
- Responsible for scheduling and monitoring / reporting all required client visits by field supervisor
- Work with business partners during BCP (Business Continuity Plan) providing Fleet support during catastrophic events
- Assist with coordinating marketing campaigns/plans as it relates to Broker(s) listings
- Liaise with Brokers regarding listing inquiries, tours and tour packages; coordinate smaller scale Broker functions
7
Skills For Client Service Coordinator Celebration Health Assessment Celebration Resume
- Creative in using data to tell a story and presenting data
- Responsible for multiple clients’ accounting and bookkeeping needs
- An understanding of interactive media and knowledge of emerging technologies
- Service Level adherence to all key tasks including bids, pricing, communication and follow-up
- Work directly with assigned TPAM’s and Sales teams to price/quote, and provide a complete pricing solution for all incoming tech sales leads
8
Skills For Client Service Coordinator Poland Resume
- Understands and feels comfortable and confident discussing and broaching the subject of low and high tech commodity items
- Perform the ongoing tracking management of product, services, and operations for clients
- Assist marketing team with coordination of all company marketing strategy and market research
- Coordinate with Sales and Marketing team to pull syndicated data assisting to prepare presentations decks
- Sedentary work (i.e. sitting for long periods of time) Exerting up to 10 pounds of force occasionally and/or negligible amount of force
- Special Projects. Assist with annual “data cleanup” projects as assigned, including executing plans and
- Reach out to clients for various operational tasks relating to the financial planning and investment advisory process
- Maintain vehicle compliance resolving motor vehicle violations, track/update vehicle registration, tracking DOT records, IFTA and ANSI information
- Liaise with appropriate departments to obtain data (e.g. finance, marketing, research)
9
Skills For Administrative / Client Service Coordinator Resume
- Administer, coordinate and edit marketing collateral
- Create tour packages for brokers and bring packages to full completion
- Maintain records of correspondence, complete marketing update reports and client activity reports
- A cover letter [maximum two pages] briefly responding to the targeted question below
- Entrepreneurial Grit: Has the courage to bring forward a new idea, with the firm’s interest at heart
10
Skills For Client Service Coordinator Fox Networks Group Resume
- Comfortable working with data such as TGI
- Month-end/ Quarter-end/ Year-end closing
- Express ideas clearly, orally and in writing
- Be pro-active and a problem solver and flexible when dealing ad-hoc queries from clients
- Stay focused and on task when completing member cases
- Personal Development: Be responsible for your own career progression and participation in training initiatives as agreed in 1-2-1 sessions with Management
- Proficiency with personal computer including spreadsheet software programs
- Learn the primary Staples operating platforms (Sunrise and Sequoia)
- Process incoming Inter-Company Staples Advantage orders
List of Typical Responsibilities For a Client Service Coordinator Resume
1
Responsibilities For Benefit Client Service Coordinator Resume
- Strong English verbal, written, and social skills are required
- Good technical aptitude with the ability to absorb technical processes and apply them quickly
- Experience in automotive field in areas such as inspections, autobody
- Build strong rapport and sell products/services to clients
- Hospitality/Client Service Experience
2
Responsibilities For ACA Client Service Coordinator Resume
- Reliable - can prioritize, consistently meet deadlines, and get the job done with constant follow through
- Interacting with clients in an efficient, courteous, and professional manner to assist with any service requests
- Support bid initiatives including entering, submission, order tracking and follow-up
- Work directly with assigned Technology Specialists and Sales teams to quote/source, and provide a complete pricing solution for all incoming tech sales leads
- Meet internal deadlines and communicate in writing all activity, program process and execution details on a regular bases
- Prepares and processes documentation related to client implementation and on-going maintenance as required; and
- Functions as liaison for Field Supervisors in communicating with payer Case Management teams
3
Responsibilities For Temporary Client Service Coordinator Resume
- Customer Requested Reporting
- Attend customer calls to cover individual roll out plans and completion dates
- Comfortable with Microsoft Windows
- Work directly with assigned TPAM’s and ASM’s to support opportunities to drive customer technology category penetration
- Focus on customer support/retention
- Assist with Target growth through partnership with assigned TPAM’s and ASM’s Assist in growth of new customers through partnership with assigned TPAM’s and ASM’s
- Support the TPAM’s and ASM’s as needed to prepare for and follow up after sales calls / sales activities
- Ad Hoc Support ; requests from TPAM’s and ASM’s, manager and leadership team for account and departmental initiatives
4
Responsibilities For Personal Lines Client Service Coordinator Resume
- Performs and maintains all correspondence, phone calls and other administrative tasks for all physicians
- Answers main office phone lines, screens physicians’ calls, directs calls to physicians and office staff, collects messages and distribute
- Corresponds with all Executive Level patients by phone, email, fax and mail to either the patient or their personal assistant. Mails all patients’ Hemoccult Testing kits
- Schedules all Specialty Consultation appointments with appropriate physicians’ offices and maintains open communication and relationships with them and their staff at FH/Celebration Health
- Schedules all Diagnostic Imaging tests and colonoscopies for our patients. Maintains open communication and relationships with Imaging and Endoscopy departments, their staff and Centralized Scheduling. Maintains office calendar with patients’ scheduled appointments, notifies Marketing Department and staff with any changes
- Completes data entry as requested
5
Responsibilities For Client Service Coordinator / Receptionist Resume
- Coordinates all staff meetings, create agendas, takes minutes and distributes
- Support Medical Records Coordinator position
- Prepares employee packets for clients’ open enrollment and new hires
- Works with their direct Sales Manager, Technology Sales Specialists and Technology Project Account Managers to understand sales processes to easily facilitate the quoting and sourcing of the sale
- Understand our technology standards lists to create loyal Staples technology customers
- Helps support to achieve IT products revenue and gross margin targets
6
Responsibilities For Sales Assistant / Client Service Coordinator Resume
- Target Segment – Small Mid-Market and Large Accounts
- Work directly with assigned TSSs, PAC’s and TPAM’s to identify, cultivate, support and pursue opportunities to drive further customer technology category penetration via telephone as needed
- Focus on customer support/retention and the following activities
- Educate and promote Verizon’s online capabilities
- Coordinate activities and provide responses to clients requests and concerns
- Handle essential client inquiries, provide appropriate actions, resolutions, and escalates complex issues to the appropriate teams for timely resolutions
- Assist client services team in the resolution of client questions, concerns and service issues, including undertaking appropriate efforts to identify appropriate resources that can provide information and perform efforts required to resolve any such questions, concerns, and service issues
- Assist sales team in preparation of contracts and program execution documents
- Create sales presentations, schedule client meetings, obtain program information from clients
7
Responsibilities For Client Service Coordinator Celebration Health Assessment Celebration Resume
- Coordinate with creative traffic/production team to facilitate statement of work with outside display vendors
- Phone audits to insure program compliance
- Proficiency with computers including in-depth knowledge of Microsoft Office Suite, especially PowerPoint, Excel, Word, Outlook and a working knowledge of Adobe Acrobat
- Provide multiple levels of support to Client Service Managers which includes but not limited to meeting agendas, meeting recaps and summaries, process timelines and reformatting media plans
- Collaborate with and support the CSR on all account stewardship processes. Remain current on all relevant sports issues and events in order to assemble efficient packages with maximum value
- Work on admin tasks requested from CSR, AE, or Director/VP of Sales as needed
- Data Entry. Manage client contact data in contact management system though manual entry (adding new contacts and/or updating existing contacts). Adhere to set departmental KPIs and standards. Follow department processes, but also respond logically in the moment and make decisions based on the nature of the request
- ReportingSupport the compiling of basic monthly reports, ensuring data accuracy, and distributing to internal stakeholders within agreed timeframes. Ability to understand the report objectives and adjust distribution list as needed and make report enhancement recommendations as appropriate
- Experienced in Microsoft Office Suite, including Excel, Word, Outlook, Access and PowerPoint
8
Responsibilities For Client Service Coordinator Poland Resume
- Managing Process. Track monthly and annual tasks to ensure completion within SLAs. Report on status and provide feedback in annual process review
- Customer service functions, including: greeting visitors, answering telephone calls
- Hospital maintenance (including removal of animal waste) and ensuring that facility is neat and clean at all times- both inside and outside
- Managing email box. Manage an email inbox for incoming requests from clients and ensure all response SLAs are met. Ensure mailbox is organized effectively and efficiently, while tracking of open issues
- Special Projects. Assist with annual “data cleanup” projects as assigned, including executing plans and managing tasks through to completion
- Positive attitude and strong team player with ability to work effectively across multiple departments to deliver on goals, as well as cover for other colleagues during peak times
9
Responsibilities For Administrative / Client Service Coordinator Resume
- Maintain good customer service and phone etiquette
- Highly flexible with an interest in working within a global framework (different time zones) and an ability to adapt quickly to a changing environment
- Entrepreneurial / innovative spirit and energized by process improvement
- Bilingual fluency in Spanish (both verbal and written) required
- Ad Hoc Support ; requests from Sales teams and ASM’s, manager and leadership team for account and departmental initiatives
- Assist in supporting client relationships and work with the Client Services Manager (CSM) and Virtual Client Account Teams (CSCT)/(ACSM) to resolve client provider, site, and member issues for assigned clients
- Gathers, organizes, and, inputs client and prospect data into system
- Create a working Inovalon operational knowledge and client base concerns and resolutions to facilitate the effective, timely delivery of high quality client solutions
10
Responsibilities For Client Service Coordinator Fox Networks Group Resume
- Frequently or constantly to lift, carry push, pull or otherwise move objects and repetitive motions
- Subject to inside environmental conditions; and
- Conducts regularly scheduled status calls with client to discuss important key service topics, to review projects in client’s queue and to discuss available service offerings
- Enter and track and trace orders for customers
- Analyze inventory needs and stock levels
- Provide clients with order confirmations
- Notify clients of issues or changes and resolve complaints
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