

Not in love with this template? Browse our full library of resume templates
Related Resumes & Cover Letters
6
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.
7
client service associate
- 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.
8
client service associate
- 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.
9
client service associate
- 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
10
client service associate
- 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