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Client Service Specialist Resume Samples
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0-5 years of experience
Responsible for client problem solving related to documentations of invoices. Performed research to determine accurate billing. Communicated with the billing department regarding adjustments. Performed technical support duties for system issue.
- Coordinated client communication by working with team members to divide the work to the appropriate service specialist.
- Documented customer issues in timely manner by creating a ticket with the details of client concerns end result resolution of the problem.
- Attained departmental and operational standards by following up with company template which contained rules and regulations and a go to email for help.
0-5 years of experience
- Implemented quality communication, customer support, and product representation for each client.
- Designed promotional displays, including quarter and full-size point of purchase displays.
- Assisted store managers with on-going marketing and sales programs increasing client exposure.
- Increased sales by 30% by monitoring sales records and consumer purchasing trends for all clients.
0-5 years of experience
- Conducts analysis of RDC via computer terminal programs and/or various reports to verify transactions, track trends, usage and reporting.
- Show premium client service by scheduling and coordinating client’s appointments and responding to inquires in diplomatic and tactful manner.
- Demonstrate great analysis by analyzing clients’ requirements and complaints, and provided effective remedies to resolve client’s issues.
- Conducted customer surveys and collected feedback on company’s service to improve on effective customer service.
- Consult with customers to analyze business requirements and convert requirements into product and service support solutions.
- Handle complex problems while working with customers to ensure all discrepancies are resolved quickly and efficiently.
0-5 years of experience
Managed client employers with 500 lives and under along with their designated broker (including BB&T, Senn Dunn, Higginbotham, Brinson) or benefit provider in membership eligibility and billing as well as promoting member engagement and communication. Operated in call-center environment with Salesforce.com CRM.
- Triaged clinical escalations and disatisfactions with physician consultations and subsequent prescriptions
- Educated employers and brokers on maintaining primary and dependent enrollments and terminations via self-service portal or by EDI transfer from third party administrators
- Tracked client metrics and communicated to internal and external stakeholders the progress of implementations and usage
- Developed custom marketing collateral for employers to encourage enrollment and ongoing use of services
0-5 years of experience
- Improved the flow of the intake process by providing exceptional service from initial client contact to getting clients scheduled for ABA therapy.
- Enhanced multi-tasking skill by balancing phone calls for three clinic locations while responding to various email requests from clients and therapists.
- Received and promptly distributed mail to appropriate parties for recording cash receipts in billing department, bank deposits and check log.
- Allowed for a more smooth process of obtaining pre-authorization by developing a procedure task analysis based on specifications of insurance companies.
- Provide outstanding customer service by actively listening to clients to determine needs, provided the necessary resources needed as well as constant follow-up with clients.
- Accurately classified and booked credit card and bank statement transactions and deposits in a time-efficient manner for month-end closing by company accountant.
10+ years of experience
- Trained new clients on software and program implementation
- Responsible for reporting of growth, expansion and service issues for existing customers
- Requested and evaluated survey results to determine probability of growth for new contracts and expansion of current contracts
- Maintained and updated business rules, forms and documents for customer
- . Performs inventory control, data entry, report generation and reconciliation
0-5 years of experience
- Developed personalized client service in areas of personal and business banking transactions
- Coordinated directly with U.S. Secret Service in identifying fraudulent banking activities
- Supervised daily closings requiring security oversight and verified financial accounting
0-5 years of experience
- Assisted clients with networking, printing, and general software issues
- Learned my way around POS and accounting software
- Expanded my knowledge on SQL by working with clients databases
- Developed SQL scripts for my own use with clients databases
- Worked with cloud POS software
- Assisted in the training of new employees in my second week being with the company
- Took the pager shift, a role intended for more experienced personnel, in my second month
- Closed the most cases/tickets for the month of January, as compared to other Client Service Specialists
0-5 years of experience
- Manage all aspects of client portfolios and services including: generate reports for client reviews, update excel spreadsheet, prepare all needed forms and assure completion, run insurance/annuity illustrations, input client meeting notes and follow up.
- Oversee the maintenance of financial team’s business licenses, track/register continuing education for all licensed staff.
- Track and process Required Minimum Distributions, and calculate and process Beneficial IRA RMDs.
- Handle client issues and services as needed.
- Serve as Service Coordinator’s back up.
- Outside of financial team, assistant to successful Certified Financial Planner.
0-5 years of experience
- Utilize knowledge of Human Capital Management applications (i.e., SAP, Workforce Now).
- Maintain in-depth knowledge of ADP’s HR, payroll and benefits technology
- Process Benefit enrollment/changes and W2 requests client’s employees
- Maintained interpersonal skills and product apprehension
6-10 years of experience
- Inbound/Outbound calls with client and donors
- Responsible for processing requests from internal/external clients and donors
- Communicate and assist with all doctors and nurses in regards to drug test results
- Communicate daily with labs and clinics about drug test results and paperwork that is needed
- Responsible for daily, weekly, and monthly report (No CCF’s DOT, Blind Specimen’s, Error Corrections, DOT No Drugs List, Safety Sensitive Letters, etc.)
- Assist team members with questions and training new associates
- Assist with working requests in 3 different internal/external emails.
0-5 years of experience
- Responsible for receiving and completing customer orders as needed.
- Responsible for collecting state forms and other informative paperwork for clients, as they put in requests.
- Communicate with Project Managers and Clients about past, current and upcoming orders and invoices.
- Responsible for documenting anything that leaves and arrives within the Client Services department.
- Assist management with purchasing of office supplies and client order needs.
0-5 years of experience
- Perform background checks for Photo Inspector candidates using various internet resources
- Provide high level client service with the goal of customer retention and increasing numbers monthly for inspector network
- Maintain and update Infocus database
- Draft QA policies and procedures
- Prepare monthly reports to communicate numbers/results
0-5 years of experience
- Inbound calls, regarding therapy sessions, update session times.
- Handle all of South LA therapist request time off’s, reschedule sessions for the days missed.
- Update Authorizations into the system.
- Handle all of South LA therapy cancellation, notify therapist and families, reschedule make up sessions or look for a substitute therapist to cover session.
- Schedule Training sessions for new hires with experienced therapist, in home or school sessions.
- Answer emails throughout the day, up to 60-75 emails daily.
- Translate concerns for the Spanish speaking clients, schedule meeting with the supervisors and clients.
6-10 years of experience
- Provided client with beneficial product knowledge of Sales and Leasing of properties
- Responsible for conducting property research on HAR and solving problems
- Responsible for accurate client property &mortgage account information
- Handled the tasks of conducting client trainings and support as required
- Consulted with customers to analyze real estate requirements and solutions
- Shared responsibility with telephone help desk as well as delivering customer satisfaction surveys
- Responsible for all written contracts on NAR, TAR & TREC and daily computer input on Excel
0-5 years of experience
- New client enrollment paperwork review and processing of Distributions, Rollovers, and Contract exchanges (etc.)
- Follow up for client account transfers with MetLife, Nationwide, Transamerica, and BPAS
- Monthly performance updating via excel
- Client relationship management updating
- Statement management
- Retirement plan processing
- Assisting clients with questions on retirement plans
0-5 years of experience
- Provide excellent customer service throughout the home buying experience
- Make outbound soft sale phone calls to increase sales
- Provide direction and help any question a customer may have about their mortgage
0-5 years of experience
- Analyze payroll data for processing
- Correspond with clients to answer general payroll/human resource inquiries
- Organize client and employee data files
0-5 years of experience
- Mange the team and oversight the daily agenda
- Conduct audits
- Enroll/ On-Boarding new clients
- Process consumer dispute and request within FCRA specified guidelines
- Engage with clients to identify and resolve outstanding findings
- Assist with compliance examination preparation
- Maintain files and documents.
- Provide scheduling, tracking, reporting, and/or database support to programs
- Maintain quality customer service and relationships with clients and consumers
- Maintain inbound call metrics, and quality
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
