boy

Build your resume in 15 minutes

Give yourself the best chance of standing out from the competition!

Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
START YOUR RESUME NOW

client service associate: Resume Samples & Writing Guide

Irving Moore 276 Langley Lane, Faywood, NM 88034
mooreirving@hotmail.com
803-072-6096

Employment history

Chief Client Service Associate, State Street Corporation Boston, Massachusetts
July 2018 – Present
  • Maintain client relationships by providing excellent customer service
  • Resolve customer complaints in a timely and professional manner
  • Liaise with other departments and external contacts
Associate Client Service Associate, Goldman Sachs New York, New York
January 2018 – June 2018
  • Resolve customer complaints in a timely and professional manner
  • Monitor and report on market trends and changes
  • Provide financial advice and recommend appropriate investments
Jr. Client Service Associate, Citigroup New York, New York
July 2016 – December 2017
  • Resolve customer complaints in a timely and professional manner
  • Assist with onboarding and training new clients
  • Provide financial advice and recommend appropriate investments

Education

Harvard University, Cambridge, Massachusetts
Bachelor of Science in Finance, May, 2016

Skills

Risk Management
Critical Thinking
Relationship Management.
Adaptability
Programming
System Administration
Data Analysis
Regulatory Compliance.

Do you already have a resume? Use our PDF converter and edit your resume.

Build My Resume
Tom Nelson 644 Hickory Hill Avenue, Perry, SC 29137
tomnelson@protonmail.com
686-514-2690

Professional Summary

 Highly experienced Client Service Associate with a proven track record of success in the Financial Services field. A passionate problem solver with excellent communication and customer service skills. 

Employment history

Chief Client Service Associate, TD Bank Cherry Hill, New Jersey
August 2010 – Present
  • Monitor and report on market trends and changes
  • Assist with the development of new products and services
  • Prepare financial reports and documents for clients
Client Service Associate, JP Morgan Chase New York, New York
August 2009 – July 2010
  • Liaise with other departments and external contacts
  • Provide financial advice and recommend appropriate investments
  • Answer client inquiries regarding products and services
Junior Client Service Associate, Goldman Sachs New York, New York
February 2008 – July 2009
  • Provide financial advice and recommend appropriate investments
  • Monitor and report on market trends and changes
  • Prepare financial reports and documents for clients

Education

Kellogg School of Management, Evanston, Illinois
Chartered Retirement Planning Counselor, December, 2007

Skills

Planning
Decision Making
Critical Thinking
Supervisory
System Administration
Risk Management
Technical Writing
Business Acumen
Build My Resume
Gus Adams 764 Meadowbrook Drive, Quinby, VA 23423
adams_gus@yahoo.com
757-672-9364

Professional Summary

 Dynamic and results-oriented professional with extensive experience in the financial services industry. Skilled in providing exceptional customer service and developing strong client relationships. 

Employment history

Senior Client Service Associate, Goldman Sachs New York, New York
November 2013 – Present
  • Process client transactions, such as deposits, withdrawals, transfers, and account maintenance
  • Ensure compliance with relevant regulations and laws
  • Assist with onboarding and training new clients
Associate Client Service Associate, PNC Financial Services Group Pittsburgh, Pennsylvania
May 2012 – October 2013
  • Prepare financial reports and documents for clients
  • Manage client portfolios and portfolios of assigned accounts
  • Process client transactions, such as deposits, withdrawals, transfers, and account maintenance
Junior Client Service Associate, U.S. Bancorp Minneapolis, Minnesota
May 2011 – April 2012
  • Answer client inquiries regarding products and services
  • Monitor and report on market trends and changes
  • Resolve customer complaints in a timely and professional manner

Education

Columbia University, New York City, New York
Doctor of Philosophy in Business Management, April, 2011
Columbia University, New York City, New York
Bachelor of Science in Economics, April, 2007

Skills

Interpersonal
Stress Management
Teamwork
Organization
Data Analysis
Process Improvement
Networking
Financial Management
Build My Resume
Oliver Walker 193 Parkview Avenue, Catawba, OH 43010
oliverwalker@hotmail.com
890-926-2194

Employment history

Chief Client Service Associate, State Street Corporation Boston, Massachusetts
June 2019 – Present
  • Maintain client relationships by providing excellent customer service
  • Prepare financial reports and documents for clients
  • Assist with onboarding and training new clients
Associate Client Service Associate, JP Morgan Chase New York, New York
June 2018 – May 2019
  • Monitor and report on market trends and changes
  • Update client accounts and records
  • Identify sales opportunities and cross-sell products and services
Junior Client Service Associate, Bank of America Charlotte, North Carolina
December 2017 – May 2018
  • Ensure compliance with relevant regulations and laws
  • Maintain client relationships by providing excellent customer service
  • Prepare financial reports and documents for clients

Education

Harvard University, Cambridge, Massachusetts
Chartered Financial Consultant, October, 2017

Skills

Risk Management
Public Speaking
Technical
Strategic Thinking
Process Improvement
Business Acumen
Database Management
Customer Service
Build My Resume
Todd Richards 126 Evergreen St., Sewaren, NJ 07077
richardstodd@icloud.com
729-823-1556

Employment history

Chief Client Service Associate, JP Morgan Chase New York, New York
October 2022 – Present
  • Update client accounts and records
  • Maintain client relationships by providing excellent customer service
  • Prepare financial reports and documents for clients
Associate Client Service Associate, TD Bank Cherry Hill, New Jersey
May 2021 – September 2022
  • Assist with onboarding and training new clients
  • Prepare financial reports and documents for clients
  • Process client transactions, such as deposits, withdrawals, transfers, and account maintenance
Entry Level Client Service Associate, U.S. Bancorp Minneapolis, Minnesota
November 2019 – April 2021
  • Provide financial advice and recommend appropriate investments
  • Assist with onboarding and training new clients
  • Prepare financial reports and documents for clients

Education

Kellogg School of Management, Evanston, Illinois
Doctor of Science in Accounting, September, 2019
Kellogg School of Management, Evanston, Illinois
Bachelor of Science in Finance, September, 2015

Skills

Supervisory
Emotional Intelligence
Professionalism
Negotiation
Project Management
Customer Service
Software Development
Process Improvement
Use This client service associate Resume Template

Not in love with this template? Browse our full library of resume templates

client service associate
Build My Resume
Build My Resume

client service associate Job Descriptions; Explained

If you're applying for an client service associate position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

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
1 2 3

client service associate Job Skills

For an client service associate position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

  • Data Analysis
  • Computer Literacy
  • Troubleshooting
  • Quality Assurance
  • Project Management
  • Database Management
  • Risk Management
  • Financial Management
  • Business Acumen
  • Process Improvement
  • Technical Writing
  • Programming
  • Software Development
  • Networking
  • System Administration
  • Customer Service
  • Visualization
  • Reporting
  • Security
  • Regulatory Compliance.

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

  • Communication
  • Interpersonal
  • Leadership
  • Time Management
  • Problem Solving
  • Decision Making
  • Critical Thinking
  • Creativity
  • Adaptability
  • Teamwork
  • Organization
  • Planning
  • Public Speaking
  • Negotiation
  • Conflict Resolution
  • Research
  • Analytical
  • Attention to Detail
  • Self-Motivation
  • Stress Management
  • Collaboration
  • Coaching
  • Mentoring
  • Listening
  • Networking
  • Strategic Thinking
  • Negotiation
  • Emotional Intelligence
  • Adaptability
  • Flexibility
  • Reliability
  • Professionalism
  • Computer Literacy
  • Technical
  • Data Analysis
  • Project Management
  • Customer Service
  • Presentation
  • Written Communication
  • Social Media
  • Troubleshooting
  • Quality Assurance
  • Collaboration
  • Supervisory
  • Risk Management
  • Database Management
  • Training
  • Innovation
  • Documentation
  • Accounting
  • Financial Management
  • Visualization
  • Reporting
  • Business Acumen
  • Process Improvement
  • Documentation
  • Relationship Management.

How to Improve Your client service associate Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Victor Ellis 742 Fernwood Drive, Pasadena, MD 21060

Employment history

Senior Client Service Associate, Morgan Stanley New York, New York
July 2021 – Present
  • Assist with the development of new products and services
  • Develop and implement client marketing strategies
  • Process client transactions, such as deposits, withdrawals, transfers, and account maintenance
Associate Client Service Associate, Citigroup New York, New York
February 2020 – June 2021
  • Ensure compliance with relevant regulations and laws
  • Monitor and report on market trends and changes
  • Manage client portfolios and portfolios of assigned accounts
Jr. Client Service Associate, Bank of America Charlotte, North Carolina
August 2018 – January 2020

    Education

    Wharton School, Philadelphia, Pennsylvania
    Bachelor of Science in Finance, June, 2018

    Skills

    Collaboration
    Leadership
    Conflict Resolution
    Research
    Business Acumen
    Programming
    Risk Management
    Project Management

    Include your Contact Information and Job Descriptions

    Missing job descriptions lessens your chances of getting hired.

    Key Insights
    • Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
    • Keep job descriptions short but don't just list your jobs.
    • Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.

    How to Optimize Your client service associate Resume

    Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

    Sam Upton 988 Bayview St., Woodland, MD 21532
    samupton48@outlook.com
    955-393-9953

    Employment history

    Chief Client Service Associate, Citigroup New York, New York
    November 2014 – May 2022
    • Prepair financail report's an documents fer clients.
    • Ensures compliance with relevant regulaitons and lawss.
    • Answerr client inquirries regardding productts annd servicees.
    Associate Client Service Associate, U.S. Bancorp Minneapolis, Minnesota
    November 2013 – November 2014
    • Mointor and report on market trends and changes.
    • Prepear finacial reportes an documents fer clients.
    • Proccess client tranactions, such as deposite, withdrawls, tranfers, and account maintenence.
    Entry Level Client Service Associate, TD Bank Cherry Hill, New Jersey
    May 2013 – November 2013
    • Aassist witth the devellopment off new produucts annd servvices.
    • Develp annd implement client marketting strategiess.
    • Manege client portfollios an portfollios of assiged acounts.

    Education

    Wharton School, Philadelphia, Pennsylvania
    Certified Public Accountant, March, 2013

    Skills

    Quality Assurance
    Reliability
    Training
    Database Management
    Troubleshooting
    Programming
    Networking
    Customer Service

    Correct Grammar and Address Gap Years in Your Resume

    Don't leave unexplained gaps in your work history.

    Key Insights
    • When explaining gaps in your employment section, start by being honest.
    • Elaborate on the gap and show that you never stopped learning.
    • Explain and elaborate any gap in your work history by highlighting new skills.

    client service associate Cover Letter Example

    A cover letter can be a valuable addition to your job application when applying for an client service associate position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.



    Irving
    Moore     mooreirving@hotmail.com
    803-072-6096
    276 Langley Lane, Faywood, NM
    88034

    Senior Client Service Associate
    PNC Financial Services Group
    Pittsburgh, Pennsylvania

    Esteemed PNC Financial Services Group Hiring Team


    As a Client Service Associate with a proven track record of success in Financial Services, I am excited to apply for the Senior Client Service Associate position at PNC Financial Services Group. I believe that my skills and expertise would make a valuable contribution to your team.


    As someone who has always been driven by a desire to solve complex problems and make a difference in the world, I have pursued opportunities to learn and grow throughout my life. My experience in this field has equipped me with valuable skills such as Risk Management and Critical Thinking that have planted in me a great work ethic. I am excited to apply these skills and my enthusiasm for Financial Services to the role and contribute to your organization's success.


    I appreciate the opportunity to apply for the Senior Client Service Associate position. I am confident that I can make a valuable contribution to your organization and that together there is no challenge that we cannot overcome. I will be waiting, hopeful for what the future will bring.


    Kind regards,
    Irving Moore
    803-072-6096
    mooreirving@hotmail.com

    Irving Moore






    CUSTOMIZE THIS COVER LETTER

    Showcase your most significant accomplishments and qualifications with this cover letter.
    Personalize this cover letter in just few minutes with our user-friendly tool!

    Related Resumes & Cover Letters

    Looking to explore other career options within the Financial Services field?

    Check out our other resume of resume examples.

    FIND EVERYTHING YOU NEED HERE.

    IF YOU HAVE QUESTIONS, WE HAVE ANSWERS.

    last guy

    Build your Resume in 15 minutes

    Give yourself the best chance of standing out from the competition!

    Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
    CREATE MY RESUME NOW