client service associate Resume Examples

client service associate

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client service associate

Management of client account and day to day operations
Maintain internal timetables for all clients in terms of dividends and statements
Provide clients with information regarding share transfers, sales and purchases via telephone inquiry
Share weekly, monthly trackers to clients.

Acted as the primary contact with clients to assess business needs and coordinated with internal departments to ensure their needs were facilitated according to specifications.
Managed 20 client’s portfolios ensuring high customer satisfaction and profitability.
Reviewed financial periodicals, stock and bond reports, business publications, or other material to identify potential investments for clients.
Built and maintained very strong business relationships to ensure retention.

Receive cash and check deposits to client accounts, and payments for credit cards and other bills for institutions affiliated to the bank.
Process check encashments, auto debit transactions, and withdrawals from client accounts.
Detect counterfeit money and other currencies that are ineligible for circulation.
Cash balancing at the start and end of day, to be compared against transaction summary.

Acting like a bridge between operations team and clients.
Upgrade the quality level of reports and operational standard
prepared all documents to transfer assets to account beneficiaries quickly and efficiently when necessary
retained high percentage of legacy clients

executed client requests and inquiries quickly and efficiently
excellent phone etiquette and customer service
worked well with back office as well as outside venders to properly handle client inquiries or transfer requests
implemented various office operations as needed to ensure efficient work flow

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