5 Amazing client service associate Resume Examples (Updated 2023) + Skills & Job Descriptions

client service associate

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client service associate: Resume Samples & Writing Guide

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.

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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

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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

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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

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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

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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.

client service associate / marketing assistant

Ensure all necessary paperwork has been received by the client and is filed properly or walk a client through the document itself so there is no confusion on how to properly fill it out.
Scanning and saving of documents, and access accounts to provide clients with updates or information regarding their latest transactions..
Often asked to update, maintain or access client accounts, transactions or documents.
Called upon to assist with human resources tasks, such as payroll services and budget issues.
Carry out administrative tasks that keep the financial group operating smoothly.

client service associate

Acting as a SPOC for client.
To coordinate with client on daily basis.
Handling escalations and client queries.
To handle and improve TAT (Turn Around Time) of cases and provide daily
updates to clients.
Handle Client Ad-Hoc Requests.
Work independently and prioritize work to meet client expectations.

client service associate

FINRA SIE Exam passed June 2019
VA Life and Annuities & Health Exam passed November 26, 2019
FINRA Series 66 anticipated completion December 17, 2019
Client Service Associate AUM 1.55
maintained all client files
maintained branch audit files with zero deficiency
answered all calls promptly

senior client service associate

Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.-
Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals;
Records transactions by logging cashier’s checks, traveler’s checks, and other special services; preparing currency transaction reports.
Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers’ needs; directing customers to a branch representative.

client service associate

Process cash and check deposits of clients to their intended bank accounts accurately.
Convert US Dollar to Philippine Peso and vise versa using the bank’s currency exchange system.
Process international wire transfer.
Generating revenues.

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client service associate / marketing assistant Job Skills

For an client service associate / marketing assistant 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 / marketing assistant 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.

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 / marketing assistant 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.

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 / marketing assistant Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an client service associate / marketing assistant 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.

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

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