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client advisor: Resume Samples & Writing Guide

Ernest Turner 884 Summerwood Drive, Presque Isle, ME 04769
[email protected]
715-437-0580

Employment history

Senior Client Advisor, Amazon Seattle, Washington
April 2016 – Present
  • Participate in customer service training and development activities
  • Resolve customer complaints and inquiries in a timely manner
  • Process customer orders and payments
Associate Client Advisor, Apple Cupertino, California
October 2015 – March 2016
  • Create and maintain customer records
  • Resolve customer complaints and inquiries in a timely manner
  • Maintain customer databases
Junior Client Advisor, JPMorgan Chase New York, New York
March 2015 – September 2015
  • Prepare customer invoices and statements
  • Resolve customer complaints and inquiries in a timely manner
  • Monitor customer accounts for accuracy

Education

University of Florida, Gainesville, Florida
Bachelor of Science in Office Administration, January, 2015

Skills

Collaboration
Self-Motivation
Documentation
Leadership
Mail Sorting
Data Analysis
Database Management
Spreadsheets

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Pauline Hall 739 Country Lane, Elizabethton, TN 37644
[email protected]
654-209-0327

Employment history

Chief Client Advisor, Google Mountain View, California
March 2023 – Present
  • Manage customer accounts
  • Maintain customer databases
  • Assist with the preparation of customer reports
Client Advisor, Google Mountain View, California
August 2022 – February 2023
  • Process customer orders and payments
  • Participate in customer service training and development activities
  • Coordinate customer service activities
Entry Level Client Advisor, CVS Health Woonsocket, Rhode Island
March 2021 – July 2022
  • Resolve customer complaints and inquiries in a timely manner
  • Manage customer accounts
  • Follow up with customers to ensure satisfaction

Education

University of Florida, Gainesville, Florida
Bachelor of Science in Medical Office Administration, January, 2021

Skills

Professionalism
Relationship Management.
Reliability
Adaptability
Document Preparation
Filing
Receptionist Duties
Scheduling
Percy Jackson 339 Aspen St., Jamestown, WA 98382
[email protected]
658-951-8145

Professional Summary

 Highly organized and motivated Client Advisor with extensive experience in the administrative and clerical field. Proven ability to build strong customer relationships and provide excellent customer service. 

Employment history

Chief Client Advisor, Bank of America Charlotte, North Carolina
June 2012 – Present
  • Create and maintain customer records
  • Provide excellent customer service
  • Manage customer accounts
Associate Client Advisor, Amazon Seattle, Washington
January 2011 – May 2012
  • Process customer orders and payments
  • Resolve customer complaints and inquiries in a timely manner
  • Maintain customer databases
Entry Level Client Advisor, CVS Health Woonsocket, Rhode Island
January 2010 – December 2010
  • Assist in the development and implementation of customer service policies
  • Process customer orders and payments
  • Participate in customer service training and development activities

Education

University of Michigan, Ann Arbor, Michigan
Doctor of Human Resources Management, November, 2009
University of Michigan, Ann Arbor, Michigan
Bachelor of Science in Medical Office Administration, November, 2005

Skills

Troubleshooting
Relationship Management.
Public Speaking
Organization
Mail Sorting
Filing
Records Management
Word Processing
Yolie Daniels 565 Hickory St., McBee, SC 29101
[email protected]
625-979-9990

Employment history

Senior Client Advisor, JPMorgan Chase New York, New York
March 2018 – Present
  • Prepare customer invoices and statements
  • Resolve customer complaints and inquiries in a timely manner
  • Follow up with customers to ensure satisfaction
Associate Client Advisor, Amazon Seattle, Washington
September 2017 – March 2018
  • Coordinate customer service activities
  • Resolve customer complaints and inquiries in a timely manner
  • Answer customer inquiries via phone, email, or chat
Entry Level Client Advisor, Bank of America Charlotte, North Carolina
September 2016 – August 2017
  • Monitor customer accounts for accuracy
  • Process customer orders and payments
  • Assist in the development and implementation of customer service policies

Education

University of California, Berkeley, California
Customer Service, July, 2016

Skills

Project Management
Troubleshooting
Negotiation
Interpersonal
10-Key
Customer Service
Spreadsheets
Scheduling
Ulrich Kelly 388 Forest St., Thompson, IA 50478
[email protected]
890-740-1068

Employment history

Senior Client Advisor, Google Mountain View, California
February 2016 – Present
  • Prepare customer invoices and statements
  • Resolve customer complaints and inquiries in a timely manner
  • Participate in customer service training and development activities
Client Advisor, Bank of America Charlotte, North Carolina
August 2014 – January 2016
  • Maintain customer databases
  • Process customer orders and payments
  • Coordinate customer service activities
Jr. Client Advisor, CVS Health Woonsocket, Rhode Island
February 2014 – August 2014
  • Manage customer accounts
  • Prepare and submit customer service reports
  • Monitor customer accounts for accuracy

Education

Cornell University, Ithaca, New York
Office Administration, December, 2013

Skills

Troubleshooting
Self-Motivation
Time Management
Computer Literacy
Typing
Data Entry
Bookkeeping
Word Processing

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client advisor Job Descriptions; Explained

If you're applying for an client advisor 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.

1

client advisor

  • Establish and maintain relationships with individual or business clients or provide assistance in conducting basic and complex banking transactions. While also assisting with problems these clients may encounter.
  • Explain to clients the different types of loans and credit options that are available, as well as the terms of those services.Review loan agreements to ensure that they are complete and accurate according to policy.
  • Prepare reports to send to clients whose accounts are delinquent, and forward irreconcilable accounts for collector action. Negotiate payment arrangements with clients who have delinquent loans.
  • Use clients for various applications, such as Microsoft Outlook, Word, Excel, PowerPoint for document management or word processing.
  • Confer with clients by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
  • Schedule and confirm appointments for clients, colleagues, or supervisors. Maintain scheduling and event calendars.
  • Check to ensure that appropriate changes were made to resolve clients’ problems.
2

client advisor

  • Develop lists of prospective clients from customers.
  • Determine charges for services requested and collect deposits or payments.
  • Successfully solicit sales of new or additional services or products.
  • Recommend improvements in products,service, banking methods and procedures to optimize client satisfaction.
3

client advisor/ visual merchandising ambassador

  • Monitored client preferences to determine focus of sales efforts.
  • Created and maintain purchase orders from locations requesting support.
  • Detailed knowledge of merchandising systems and processes.
  • Provided cross-functional support regarding inventory and discrepancies. 
4

client advisor

  • Ensuring the unique shopping experience for all customers
  • Contribute to the store and service KPIs achievement
  • Enrich CRM database
  • Clientelling
  • Maintaining store’s VM
5

senior client advisor/fx management

  • Price discovery and advisory on the sale of commodities 
  • Execution of trades and contracts 
  • Maintaining and building on existing corporate client and buyer relationships 
  • Strategic advice surrounding hedging and use of derivatives to manage price risk. 
  • Foreign exchange management for Market Check’s strategic pool, using exchange traded futures and options along with OTC products to add value and hedge FX risk of the pool.
  • Researching and formulating strategy in the managed programs

client advisor Job Skills

For an client advisor 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 Entry
  • Scheduling
  • Filing
  • Data Analysis
  • Office Management
  • Word Processing
  • Typing
  • Spreadsheets
  • Customer Service
  • Document Preparation
  • Records Management
  • MS Excel
  • MS Word
  • Database Management
  • Inventory Management
  • Accounts Payable
  • Accounts Receivable
  • Bookkeeping
  • Receptionist Duties
  • 10-Key
  • Mail Sorting

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 advisor 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.

Ulrich Hall 132 Hillcrest Drive, Candler-McAfee, GA 30032
[email protected]
992-685-9494

Employment history

Lead Client Advisor, UnitedHealth Group Minnetonka, Minnesota
May 2018 – May 2022
  • Coordinate customer service activities
  • Create and maintain customer records
  • Resolve customer complaints and inquiries in a timely manner
Client Advisor, Google Mountain View, California
May 2017 – April 2018
  • Assist with the preparation of customer reports
  • Monitor customer accounts for accuracy
  • Resolve customer complaints and inquiries in a timely manner
Entry Level Client Advisor, Walmart Bentonville, Arkansas
May 2016 – April 2017

Education

Cornell University, Ithaca, New York
Human Resources, March, 2016

Skills

Visualization
Troubleshooting
Collaboration
Supervisory
10-Key
Accounts Payable
Spreadsheets
Mail Sorting

Unexplained Year Gaps and Missing Job Experiences are a No-no

Gaps in your resume can prevent recruiters from hiring you if you don't explain them.

Key Insights
  • It's okay to have gaps in your work experience but always offer a valid explanation instead of just hiding it.
  • Use the gap to talk about positive attributes or additional skills you've learned.
  • Be honest and straightforward about the gap and explain it using a professional summary.

How to Optimize Your client advisor 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.

Xaviero White 429 Hickory Hill Road, Jonestown, PA 17038

Employment history

Lead Client Advisor, Google Mountain View, California
October 2021 – Present
  • Anser customer inquirys via phone, email, or chat
  • Assit with the preparation of customer reports
  • Create and maintan customer records.
Associate Client Advisor, Bank of America Charlotte, North Carolina
October 2020 – September 2021
  • Assist with the preperation of customer report's
  • Resolve customer complaint's and inquirie's in a timely manner
  • Follow up with customer's to ensure satisfaction.
Junior Client Advisor, JPMorgan Chase New York, New York
May 2019 – September 2020
  • Coordinate customer servce activities
  • Participate in customer servce training and developement activities
  • Manage customer acounts

Education

Cornell University, Ithaca, New York
Master of Arts in Accounting, March, 2019
Cornell University, Ithaca, New York
Bachelor of Science in Human Resources Management, March, 2015

Skills

Leadership
Time Management
Analytical
Adaptability
Office Management
Records Management
Accounts Payable
Customer Service

Avoid Spelling Mistakes and Include your Contact Information

Missing contact information prevents recruiters from understanding you're the best fit for the position.

Key Insights
  • Make sure you're not missing contact information on your resume. That should include your full name, telephone number and email address.
  • Make sure to use a professional email address as part of your contact information.
  • Highlight your contact information and double check that everything is accurate to help recruiters get in touch with you.

client advisor Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an client advisor 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.



Ernest
Turner
[email protected]
715-437-0580
884 Summerwood Drive, Presque Isle, ME
04769

Senior Client Advisor
Bank of America
Charlotte, North Carolina

To the respected Bank of America Hiring Team


I am a highly motivated Client Advisor with 8 years of experience in Administrative & Clerical. I am excited to submit my application for the Senior Client Advisor position at Bank of America, where I believe my skills and expertise would be an excellent fit.


My diverse life experiences have taught me the importance of adaptability, creativity, and resilience. Whether it was on the job, or simply on my day to day, I have learned to navigate challenges and find innovative solutions. I am confident that I possess the skills and expertise necessary to excel in the position at Bank of America and I am excited about the opportunity to grow with a team that values these qualities and contribute to your organization's growth and success.


I am elated about the opportunity to join a team that shares my passion for this field, and values collaboration and innovation. I am confident that together we can overcome whatever tests and challenges are put on our way.


Thank you for your time,
Ernest Turner
715-437-0580
[email protected]

Ernest Turner






Showcase your most significant accomplishments and qualifications with this cover letter.
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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.