Client Service Supervisor Resume Sample
Adrienne Lind
94587 Nienow Ridge,
Philadelphia,
PA
+1 (555) 964 4329
Work Experience
Regional Client Service Supervisor
05/2018
-
PRESENT
Houston, TX
- Stand 5-10% of workday
- Sit 90 - 95% of workday
- Travel as necessary, 25%
- Ensures standard operating policies and procedures are current and adhere to the Laboratory’s document control system
- Pre-qualification, staffing needs, hiring, onboarding and scheduling of staff
- Staff files, updates and record keeping. Ensure all certifications, licenses and other applicable documents are complete and up-to-date per local, state and federal regulations
- Ensure home care services are in compliance with agency philosophy, policies and procedures, and in accordance with federal, state and local licensing laws and regulations
- Direct staff schedules and ensure appropriate services are provided to clients
- Conduct home visits and safety check
Client Service Supervisor
05/2014
-
04/2018
Chicago, IL
- Review each client's Plan of Care initially, and ongoing in order to adjust to any significant change
- Ensure submission of proper timekeeping and paperwork. Management of schedule templates, processing visits and compliance checking through Point of Care and written notes
- Report client condition changes, needs or concerns to the Branch Manager/Executive Director, clinical staff and family members as appropriate
- Assume on call responsibility, as well as client care as necessary
- Review each client’s Plan of Care initially, and ongoing in order to adjust to any significant change
- Prior experience delivering services to the elderly and/or disabled
- Demonstrated ability to supervise staff
- One year of community service or client service experience
Client Service Supervisor Alternatives Fund Accounting
04/2009
-
01/2014
Los Angeles, CA
- Two or more years of general office and computer experience using Microsoft Office applications
- Solid experience working with the public, presenting a friendly, professional appearance while interacting with people
- Valid driver’s license and insurance
- Proactively respond to custody related client inquiries on a daily basis
- Work with internal departments to prioritize client requests, deliverables and issue resolution
- Leverage knowledge of BBH products and services
- Responsible for the day-to-day client service areas of the front office and internally with departmental relations. This includes interviewing, training, coaching, developing, mentoring and disciplinary action as appropriate, under the supervision of the Hospital Manager
- Understanding and ensuring adherence to the agreed plan of care for each client in your caseload
- Monitoring and escalating changes in your clients plan of care, services or condition
Education
Naropa University
2004 - 2009
Bachelor's Degree in Performance
Professional Skills
- Strong problem solving skills and demonstrated effectiveness in making decisions Support company initiatives related to the customer’s need
- Strong ability to apply analytical and logical skills to data, work flows, numeric information and problem solving
- Communicate, escalate and report effectively with verbal and written skills both English and Japanese
- Demonstrated people management/supervisory skills, with the ability to lead and motivate a team
- Organized team player with good interpersonal skills, proven business acumen, and an avid commitment to the field
- Excellent general IT skills and knowledge of Christie’s systems
- Outstanding clients service skills
How to write Client Service Supervisor Resume
Client Service Supervisor role is responsible for training, leadership, finance, retail, database, security, compensation, reporting, research, insurance.
To write great resume for client service supervisor job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Service Supervisor Resume
The section contact information is important in your client service supervisor 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 Supervisor Resume
The section work experience is an essential part of your client service supervisor 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 supervisor 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 supervisor position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Service Supervisor resume experience can include:
- Utilize relevant internal technological solutions to effectively and efficiently manage client inquiries
- Knowledge of consolidations, group structures and consolidation systems is required
- Proven experience in supervising teams whilst maintaining a positive, dynamic, determined attitude and ability to lead by example
- Ensuring that all associates are delivering a quality client experience
- Good knowledge and understanding of various Fund Accounting and Financial Reporting services for Alternatives Assets
- Knowledge of and practical experience with general ledger (GL) systems, including partnership accounting
Education on a Client Service Supervisor Resume
Make sure to make education a priority on your client service supervisor 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 supervisor 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 Supervisor Resume
When listing skills on your client service supervisor 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 supervisor skills:
- Good planning and organizational skills necessary to achieve business goals and to increase office efficiency
- Excellent communication skills and ability to deliver through the team.
- Prior experience working in a client servicing focused work environment.
- Provide training to direct reports for the skills necessary to perform relevant job functions
- Utilize relevant internal technology solutions to effectively manage client inquiries and support client servicing deliverables
- Work effectively in a team environment
List of Typical Experience For a Client Service Supervisor Resume
1
Experience For Treasury Management Client Service Supervisor Resume
- Excellent leadership and supervisory skills. Strong customer service orientation
- Teller experience and at least 1 year as a Senior Teller required
- Between 2-4 years' sales and/or customer service experience
- Managing client service schedules and ensuring adequate staffing
- Organizing and completing follow-up work required to fulfill customer requests
- Meeting goals related to generating business for FCB divisions
2
Experience For Client Service Supervisor Alternatives Fund Accounting Resume
- Holds team members accountable for consistently achieving or exceeding productivity and performance metrics
- Leadership in adopting and participating in changes to products, processes, and procedures for CBC and the organization
- Consistently measures client satisfaction and takes appropriate action when gaps are identified
- Coordinate and participate in client meetings and deliverables
- Build overall credibility and foster trust with clients
3
Experience For Area Client Service Supervisor Resume
- Oversee activities of assigned client relationships and accounts to ensure client satisfaction is achieved
- Work closely with internal Teams to ensure timely resolution of client inquiries and improvement of services levels
- Participate in intra/inter-departmental projects and initiatives
- Provide clients with support and insight on new technology, automation tools and products that are made available by BBH
- Completes release of information requests including retrieving patient’s medical charts and returning charts, copying/scanning medical records accurately and correctly, according to requests, established procedures, and established standards of quality and productivity; and electronically transmits medical record to processing operations.
- Performs responsibilities in accordance with the Company’s and member facilities policies and procedures and state and federal labor regulations and works to minimize confidentiality breaches.
- Communicates with Manager on an on-going basis, providing information and data as requested including member’s changing needs and requests.
- Checks the Company’s and other assigned email and communication systems such as REP Online and member assigned email on a daily basis. Utilizes assigned tools within established guidelines. Performs other tasks as assigned including but not limited to working at facilities within 50 miles of principal site as business needs arise.
- Adheres to the Company’s Code of Conduct and business standards
4
Experience For Site Client Service Supervisor Resume
- Complete background investigations and reference checks for potential employees
- Build and develop relationships with HR Managers, Business Owners, Executives, Department Managers, and Operations Leaders
- Coach, counsel and manage our employees to success
- Coach your employees as needed while placed on assignment
- Act as a liaison between the client/firm and UAS departments to help ensure that goals are met
- Train Client Service Representatives to ensure compliance with policies and procedures
5
Experience For Regional Client Service Supervisor Resume
- Monitor Client Service Reps work for quality control purposes and address any concerns
- Handle escalated client issues in a timely manner
- Create and/or produce reports as requested by client/firm
- Dependent upon position, identify root cause of issues and concerns, determine resolution, and refer to UAS Management
- Source, Screen and Interview candidates
- Compete background checks and references for potential employers
- Process financial transactions on a daily basis such as open new accounts as deemed necessary my management
- Research Retail Associates cash outages
6
Experience For Fund Accounting Client Service Supervisor Resume
- Conduct audits as cash drawers
- Manage branch cash limits
- Support activities to onboard new clients
- Compliance: Ensure adherence to policies and procedures and that regulatory compliance standards are met by all staff. Complete required audits
- Coaching: Work with Teller team to meet expectations of the FFB Experience. Demonstrate successful referral practices. Mentor team and help resolve customer issues. Give direction and feedback to others to increase their knowledge and performance
- Ensure all client documentation is updated and archived
- Prepare month-end and year-end reports
7
Experience For Client Service Supervisor Custody Resume
- Assist in the coordination of new business and product implementations and conversions
- Providing consultation and training to Direct Care Staff to ensure quality care and service Monitoring staff, identifying problem situations, and assisting in problem solving for optimum outcomes
- Overseeing Evening and Weekend Telephone Messages and Inbox Out Of Offices
- Coaching staff to generate referral opportunities and for conducting any additional referral activities required to achieve the stated sales goals
- Making outbound calls to promote and sell the bank’s products and services
- Make decisions quickly, and manage confidential information
- Travel frequently within designated region or other locations as required
- Reviews Release of Information requests for validity according to applicable state or federal statutes. Returns inappropriate authorizations and requests to the requester
- Supervision of assigned staff including interviewing of applicants, semi-annual and annual performance reviews, and managing employee time records
8
Experience For O&t-cgm Ops-client Service Supervisor Resume
- Reviews the requests to determine which records are being requested
- Completes release of information requests including retrieving patient’s medical chart and returning chart, scanning medical record accurately and correctly and transmitting daily, according to requests, established procedures, and established standards of quality and productivity
- Implementation of Private Equity/ Real Estate fund structures on accounting/consolidation systems
- Responsible for overseeing up keep of departmental statistics
- Review Private Equity/ Real Estate fund client partnership agreements, PPMs, and other materials
9
Experience For Client Service Supervisor Resume
- Oversee departmental handling of client enquiries across all channels of communication as outlined in the Client Service Standards and according to departmental guidelines
- Ensure the Client Service Representatives based in CS are effectively managing their respective tasks, meeting service levels within their areas of responsibility, and supporting the wider Client Service team
- Daily scheduling of cover for all the key CS responsibilities including Telephone, Global Inbox, Auction Estimates, Catalogue Subscriptions, Bids, CS Collections and Online Only UK
- Collaborate with Client Service Management to complete departmental scheduling to maximize efficiency, fulfil all Client Service tasks, and provide sale coverage
- Be visible to answer questions
10
Experience For Treasury Management Client Service Supervisor Resume
- Take calls that your representatives can't handle and be available when a representative appears to need assistance
- Hold meetings with representatives in two groups at the start of each day, communicate department information, answer questions and comments, provide representatives with a glimpse of the day ahead/future weeks
- Keep track of attendance, daily performance, paid time off, sick time. Hold return to work interviews where appropriate and escalating any serious performance issues to Management
- Create and maintain files on each representative which relate to attendance, performance and objective reviews, holding regular 6-8 week catch ups with each line report
- Build and maintain strong relationships/communications with Bids, Post Sale Service and Auction departments
- Assist management with incentives, reward & recognition for the team
List of Typical Skills For a Client Service Supervisor Resume
1
Skills For Treasury Management Client Service Supervisor Resume
- Demonstrated prior success with achievement of performance goals
- Review resumes/applications, screen and interview qualified candidates, as well as facilitate skills evaluations
- Communicate professionally, and constructively to effectively address and resolve problems with other sections and departments.
- At least two to three years of professional experience in a staffing, recruiting, human resources or customer service position
- Experience and interest in coaching and mentoring
- Perform workflow management including validation and approvals (training is provided)
- At least two years of customer service experience, preferably in a business-to-business setting
- Be efficient and effective. In a fast paced environment, having the focus and motivation to get things done is crucial
2
Skills For Client Service Supervisor Alternatives Fund Accounting Resume
- Fund Accounting experience
- Intermediate computer proficiency - experience using Microsoft Office tools
- Community service, client service or staffing experience
- At least one year of customer service experience
- Previous managerial experience (management of small teams/side projects)
- Good knowledge of the luxury client, their needs and expectations
- Identify ways to improve productivity and efficiency to enhance client experience
3
Skills For Area Client Service Supervisor Resume
- Proven ability work collaboratively within a team environment and across teams
- General office and computer experience
- Demonstrated ability to reflect the image and standards of Christie’s in all situations in accordance with Client Service Standards
- Determining schedules and adequate staffing and processing completed visits for payment
- Evaluating job performance of staff and providing performance reviews, corrective action, or other disciplinary/performance appraisals and counseling
- Working knowledge in one or more of the following alternatives industry segments: Hedge Funds, Public/Private Debt Funds, Private Equity, or Real Estate Funds
- Ensuring proper documentation and record-keeping for agency payers
4
Skills For Site Client Service Supervisor Resume
- Working in collaboration with FOH Supervisor and having the ability and flexibility to supervise FOH when required
- Maintaining high quality operating standards, procedures and quality controls
- Working knowledge of equity, fixed income, foreign exchange and derivative investments
- Conducting home visits and safety checks
- Submitting overtime on a monthly basis
- Working on workflow improvements.
- Ensuring proper documentation and recordkeeping for agency payers
- Conducting periodic home visits and safety checks
5
Skills For Regional Client Service Supervisor Resume
- Be able to work within a small team in a fast-moving / changing environment.
- Frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach
- Manage all hiring and onboarding activities for your candidates
- Serve as employee advocate offering coaching when needed to drive towards success
- Provide direction and mentoring to coordinators who are responsible for receiving inbound customer contacts and service requests from our B2B customer base
- Actively monitor responses of the team communicating with clients over the phone or by email, providing guidance and feedback where required
6
Skills For Fund Accounting Client Service Supervisor Resume
- Make recommendations to Client Service Management regarding training for team members as appropriate
- Create/Maintain high quality Private Equity (PE) and Real Estate (RE) Investment fund operating standards, procedures/best apprentices and quality controls
- Work accurately while meeting strict deadlines.
- Frequent lifting of 1 - 10 lbs
- Comprehensive working knowledge of Excel and technical proficiency in internal and/or web based systems
- Achieve results through influence and problem solving
- Facilitate on-boarding activities and conduct orientations
- Outbound marketing of job candidates to current customers and contacts across your network in an effort to proactively source employment opportunities
- Harness social media and job posting platforms to connect with potential candidates
7
Skills For Client Service Supervisor Custody Resume
- Dependent upon position, knowledge, understanding, and compliance with Client and Vendor policies and procedures
- Manage all onboarding activities to ensure compliance
- Manage all open job content across various social media and posting platforms
- Harnessing Facebook, Instagram, Twitter and other online portals to connect with potential candidates
- Monthly reporting to Branch Administration
- Deepen and expand relationships of clients by increasing their knowledge of the client
8
Skills For O&t-cgm Ops-client Service Supervisor Resume
- Spend time daily increasing their knowledge base about FFB products and services
- Assist BCM/AM in leading daily huddles
- Create/Maintain high quality Private Equity (PE) and Real Estate (RE) Investment fund operating standards, procedures/best practices and quality controls
- Recruitment, screening and selection of direct care staff based on Agency and external referrals
- Manage by walking around
- Monitor queue and track inbound calls and calls waiting
- Keep representatives aware of inbound calls, calls waiting, abandonment rate
9
Skills For Client Service Supervisor Resume
- Ensure Client Service Standards and standard operating procedures are maintained, updated, and communicated to team members
- Ensure efficient operation of daily processing and functions.
- Actively manage staff performance and progressive discipline process for employees failing to meet expectations
- Acquire and assimilate knowledge of the market’s regulatory environment, investor approval, and account opening process for assigned countries
- Make sound business decisions
10
Skills For Treasury Management Client Service Supervisor Resume
- Create and interpret financial and operational reports
- 3409 Airport Way , Fairbanks, AK 99709 USA
- 4548 S ATHERTON DR STE 260 , TAYLORSVILLE, UT 84123-6777 USA
- 1921 Oxford Street , Missoula, MT 59801-6640 USA
- 924 S PINES RD # 100 , SPOKANE VALLEY, WA 99206-5423 USA
- 10000 NE 7TH AVE STE 115 , VANCOUVER, WA 98685-4541 USA
- 881 SE PIONEER WAY , OAK HARBOR, WA 98277-5729 USA
- 542 4th Avenue Suite 234 , Fairbanks, AK 99701-4707 USA
- 9495 Page Avenue Suite 101 , St. Louis, MO 63132 USA
List of Typical Responsibilities For a Client Service Supervisor Resume
1
Responsibilities For Treasury Management Client Service Supervisor Resume
- Working in partnership with Client Service, New York, and Client Service, Hong Kong to share knowledge, communicate changes and remain up to date on global Client Service initiatives
- Maintain customer service posture and professionally represent Christie’s to clients
- Detailed knowledge of resources available within the organization to resolve internal and external problems and concerns
- Fluency in at least one European language desired
- Ensure adherence to all established procedures and controls.
- Improve, develop and implement procedures as needed.
- Staff Management: Actively manage direct reports by establishing timely and challenging performance standards, providing ongoing feedback and conducting (semi) annual performance appraisals
2
Responsibilities For Client Service Supervisor Alternatives Fund Accounting Resume
- Participate in the career development of staff and act as a positive role model and mentor.
- Acquire an in-depth understanding of the local subcustodian requirements in assigned markets as well as the implications and consequences if requirements and/or processes are not provided. Escalate issues to management (globally and locally) and/or client as appropriate to ensure appropriate action is taken
- Monitor developments that impact foreign investor registration in assigned countries, including the maintenance of procedural changes in the database and Registration Kits
- Reviews Release of Information requests for validity according to applicable state or federal statutes. Returns inappropriate authorizations and requests to the requester.
- Looks up medical record numbers, fills out guides and pulls medical records, if so directed.
- Ensures that team represents the Dealer Sales Lane at the location on sale days —promotes services such as Manheim Certified, accept and solicits reserve numbers from Dealers, assigns run numbers, reps vehicles on the block, works "IF" counter, upsells products and services, etc
- Partners with department managers, market sales team, and other coordinators to ensure each vehicle crosses the auction block on sale day and or is posted on OVE; also responsible for ensuring vehicles are re-ran if needed
3
Responsibilities For Area Client Service Supervisor Resume
- Leads the education of customers on Online Vehicle Exchange, Simulcast, Manheim.com and on other Manheim services, especially MMR to ensure Manheim sets realistic dealer expectations on selling cars. Provide assistance and training in usage
- Perform repetitive tasks. Manual dexterity
- A colleagial atmosphere focused on teamwork and healthy competition
- Prior experience designing and implementing productivity and client service improvements. Experience leading and managing teams (preferably within a matrix environment) within an operational service delivery or shared services environment
- Driving record and Proof of Insurance that is acceptable per company’s driver policy
- Proficiency in Google Docs, Sheets and/or Microsoft Office Suites
- Enthusiastic and invested in customer service excellence
4
Responsibilities For Site Client Service Supervisor Resume
- Pro-active, mature and able to work with respect to the deadlines.
- Fluency in English is mandatory; German and / or French is a very valuable asset
- A professional attitude and the confidence to interact with exclusive clientele
- Handle difficult and high pressure situations
- Responsible for the management of 8-12 FTE’s
- Sit 20-30% of workday
- Stand 70-80% of workday
5
Responsibilities For Regional Client Service Supervisor Resume
- Use computer keyboard, calculator, and other office equipment
- Learn and adapt to new technologies and systems
- Handle ambiguity to lead positive outcome
- 2650 Yakima Valley Hwy , Sunnyside, WA 98944 USA
- 515 Neel Unit C 101 , Kennewick, WA 99336 USA
- 801 Eastmont Avenue Suite C and D , East Wenatchee, WA 98802-7665 USA
- 2264 Bayshore Boulevard , Dunedin, FL 34698-2507 USA
- 515 E 3RD AVE , CORDELE, GA 31015-3608 USA
- 3633 136th Place SE, Suite 305 and 315 , Bellevue, WA 98006-1451 USA
6
Responsibilities For Fund Accounting Client Service Supervisor Resume
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- 2328 10th Ave N Ste 203-W , Lake Worth, FL 33461-6612 USA
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- 320 COPPERFIELD BLVD NE STE E , CONCORD, NC 28025-2431 USA
- 1606 HARBOUR DR , WILMINGTON, NC 28401-7716 USA
7
Responsibilities For Client Service Supervisor Custody Resume
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- 801 Eastmont Ave Stes C & D , East Wenatchee, WA 98802-7665 USA
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- 1900 NORTHWEST BLVD STE 210 , COEUR D ALENE, ID 83814-2788 USA
- 100 I St , Aberdeen , WA 98520 USA
8
Responsibilities For O&t-cgm Ops-client Service Supervisor Resume
- 1400 W BENSON BLVD STE 200 , ANCHORAGE, AK 99503-3676 USA
- 3001 N MAIN ST STE 1B , PRESCOTT VALLEY, AZ 86314-1215 USA
- 924 S PINES RD STE 100 , SPOKANE VALLEY, WA 99206-5423 USA
- 747 Saint Helens Ave Ste 200 & 301 , Tacoma, WA 98402-3719 USA
- 5804 Breckenridge Pkwy, Ste B , Tampa, FL 33610-4245 USA
9
Responsibilities For Client Service Supervisor Resume
- 731 N 2ND ST STE A , ALBEMARLE, NC 28001-3340 USA
- 44539 STERLING HWY STE 206 , SOLDOTNA, AK 99669-7960 USA
- 744 5TH ST STE B , CLARKSTON, WA 99403-2670 USA
- 2650 YAKIMA VALLEY HWY STE C , SUNNYSIDE, WA 98944-1207 USA
- 424 East Bernard Avenue Suite 1 , Greeneville, TN 37745-5170 USA
- 2540 N MOUNT JULIET RD , MOUNT JULIET, TN 37122-3007 USA
- 3220 S Higuera St Ste 307 , San Luis Obispo, CA 93401-6999 USA
- 1 DUNBAR PLZ STE 100A , DUNBAR, WV 25064-3038 USA
- 110 FRONT ST STE 200 , NOME, AK 99762 USA
10
Responsibilities For Treasury Management Client Service Supervisor Resume
- 2400 W DUNLAP AVE STE 115 AND 124 , PHOENIX, AZ 85021-2813 USA
- 5450 OAK ST , EASTMAN, GA 31023-6033 USA
- 3665 Bee Ridge Road Ste 110 , Sarasota, FL 34233 USA
- 834 TYVOLA ROAD, SUITE 108 , CHARLOTTE, NC 28217-3540 USA
- 11214/11216 PROFESSIONAL PARK DR , LOUISVILLE, KY 40291-4476 USA
- 332 E PIONEER AVE STE 2 , HOMER, AK 99603-7571 USA
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