A Client Relationship Associate works with clients and ensures their satisfaction, and that their needs are met promptly. The job description entails managing team projects, reviewing company protocols; and assisting the company in the client acquisition process. A well-drafted Client Relationship Associate Resume indicates the following duties and responsibilities – writing reports and giving updates to clients; analyzing client questions and concerns, escalating problems to appropriate teams, handling service problems, managing all client account opening, transferring and closing processes; ensuring procedures are followed correctly; maintaining a quality relationship with clients, and offering support.
The most sought-after skills for the post include the following – excellent communication and negotiation skills, multitasking abilities; and the ability to think analytically. Proficiency with basic computer programs and strong attention to details are also needed. Most of these associates possess a degree in a relevant field.
Objective : To obtain a Client Relationship Associate position with an organization desiring a team player to assist with the increase of productivity and service.
Served as one of the primary points of contact for an assigned client base of high net worth shareholders, including working with clients to assist them in achieving their financial goals by effectively positioning Vanguard products and services using Client relationship Management skills and Vanguard investment/processing methodology.
Led a team of over 50 talents as Associate of the month; leading and being recognized for having the highest level of Productivity for six consecutive months (NovemberMay).
Assisted Team Leader with creating strategic plans to increase, maintain, and exceed our monthly target goals.
Assisted new employees with tools, training, and mentoring to maintain and increase service levels to both internal and external customers working closely with other departments on projects that will increase our bottom line profit.
Demonstrated accountability for client issues by accepting ownership in the resolution process.
Acted as a liaison between Core and Flagship and other Vanguard departments to exceed client expectations and deepen relationships.
Demonstrated proficiency and thorough understanding of Vanguard investment and financial methodology, policies, procedures, and the investment marketplace.
Experience
0-2 Years
Level
Entry Level
Education
Associates
Client Relationship Associate Resume
Objective : Possess strong knowledge of learning techniques and strategies. Extensive experience providing customer support in busy call center environments for Human Resource and Health Insurance and Project Management companies. Ability to build productive relationships, resolve complex issues and win customer loyalty.
Assisted clients in executing equity, mutual fund, exchange-traded fund, and options trades accurately and efficiently; processed conversions, recharacterizations, asset transfers, and distributions.
Served as a Subject Matter Expert and led new hire training classes and skill-building sessions.
Created job aids, e-learning, and webinars for Vanguard's corporate university, Vanguard University.
Nominated by management to participate in the Vanguard Unmatchable Excellence (VUE) ambassador program, a Six Sigma-based program focused on continuous improvement through statistics and measurement.
Organized and led fundraising efforts for over 575 employees for All Cans on Deck, an annual event that provides food for local charities, food banks, and meal programs.
Created communication plans, determined promotion methods, and ensured brand consistency with the overall campaign.
Assisted customers with the completion of various forms such as new account applications and account transfers.
Experience
0-2 Years
Level
Entry Level
Education
Bachelor Of Finance
Client Relationship Associate Resume
Headline : Seeking a challenging and rewarding Client Relationship Associate position within a solid progressive organization that best utilizes my experience, with an opportunity for career enhancement.
Skills : Research, Logistics, Strategic Leadership, Data Analysis, Investment Knowledge.
Description :
Prepared and delivered responses to RFP's.
Responded to client/prospect verbal and written requests for information.
Prepared sales presentations for sales staff.
Completed and delivered quarterly third party updates, board presentations, and due diligence reports.
Assisted clients with questions and changed regarding their financial portfolios. Assisted clients with purchases and redemptions of their funds.
Analyzed the financial and technological status of client accounts.
Issued comprehensive analysis, reviews, and guidance for new and existing clients.
Experience
5-7 Years
Level
Executive
Education
Masters in MBA
Client Relationship Associate Resume
Summary : Passionate and dedicated to driving informed investment portfolio decisions through leveraging rigorous financial research, robust portfolio modeling analysis, and prudent asset risk management.
Skills : Coaching, Management,Customer Relations.
Description :
Provided client services for Flagship Investors who retain more than $1Million in Net Assets with Vanguard.
Assisted clients with forms, answered investment-related questions, executed client requests, and estate and beneficiary concerns.
Collaborated with a team of managers and other associates to create and market the Investment Discussion Committee, designed to assist associates with difficult client questions specifically regarding current market situations.
Assisted the Diversity Committee with various projects to promote unity and awareness within the department.
Supported the testing and feedback process for new employee-facing computer systems being developed to improve the quality of interaction with clients.
Worked with different departments in finding resolutions to complicated client problems, and analyzed how the company could work better to solve them moving forward.
Analyzed and documented ways to help mitigate risk from such situations in the future.
Assisted other associates with the navigation of the internal computer systems and helped in the answering of complex client questions.
Experience
10+ Years
Level
Senior
Education
B.S. In Merchandising
Client Relationship Associate Resume
Headline : A detailed and hardworking person, with over 9 years of experience in the financial services industry, is seeking a Client Relationship Associate position to help clients realize their financial goals.
Skills : Documentation, Management, Case Management, Account Management, Business Development.
Description :
Responsible for all areas of administrative and operational support; assisted clients through daily telephonic and intrapersonal appointments on inquiries such as portfolio value, balanced of principal/income cash liquidity, cost basis, and correspondence.
Coordinated with accounting professionals to produce tax filings.
Opened and closed of accounts following specific protocol for determination of estate administration.
Managed individual retirement account activities; insuring completion of new account forms, requested and tracked acceptance votes, tracked annual required minimum distribution notice letters payments.
Coordinated and organized client events, quarterly portfolio reviews, and general meetings, as required.
Submitted travel and expense reports for eligible reimbursement through Concur application.
Increased client base of the company, thus impacting the revenue and profitability.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Client Relationship Associate Resume
Objective : To obtain and secure a responsible Client Relationship Associate position to provide customer services in a company that offers an opportunity for career advancement and diverse job responsibilities.
Provided customer service for inbound callers to assist with their financial investment(s).
Provided guidance on Vanguard's products and services, and assist investors in executing asset transfer transactions.
Educated and help clients to reach their diverse financial goals.
Ensured call quality and data quality through auditing, monitoring, and measuring data as directed by the program, Standard Operating Procedures (SOPs).
Recommended actions for the correction of errors, defects, and improvements.
Assisted in call, mail, and data monitoring of customer contacts to ensure the quality of call handling and Good Documentation Practices.
Received positive elevated calls award recognitions and on a monthly basis achieved 100% call quality awards for providing excellent customer service.
Experience
0-2 Years
Level
Entry Level
Education
B.A. In Human Services
Client Relationship Associate Resume
Summary : Seasoned Client Service and Marketing Officer with substantial experience on both the retail and institutional sides of the business. Demonstrated rapport working with Clients, Senior Management and Portfolio Managers, based on knowledge, professionalism and integrity. Focused and solutions-oriented with the ability to consistently exceed both client and management goals.
Recognized by peers and Management as Subject Matter Expert on Small Business Retirement Plans.
Diagnosed with problems, with the recommendation of viable solutions and clear communication of instructions to others.
Assisted internal associates with all Small Business Services questions and completion of complex client requests.
Frequently visited Business Partners.
Occasionally presented hotline roadshows to increase business acumen.
Built meaningful relationships quickly with phone Crew to increase effective client service.
Served as liaison between phone and processing associates, prioritizing appropriate work importance.
Participated in departmental projects like the restructuring of the processing hotline menu.
Experience
7-10 Years
Level
Management
Education
Associate In Business Management
Client Relationship Associate Resume
Objective : Experienced in Client Relationship Associate professional communication with, and solving complex problems for, corporation's most valuable high-net-worth clients. Worked with multiple departments to resolve legal and technical issues, including transitioning brokerage systems in-house. Worked with clients at all levels of sophistication, communicated with colleagues in other areas.
Skills : Microsoft Office, Communications, Sales, Public Relations.
Description :
Established self as a primary point of contact for approximately 420 high net worth client groups.
Built a book of business by offering additional products and services.
Focused on client requests along with taking ownership of client issues and following through to resolution.
Proactively contacted clients to ensure the proper level of service is being met.
Communicated with internal and external clients in a professional manner.
Discussed Vanguard funds and the financial industry.
Demonstrated teamwork by assisting peers and updated representatives on their client's activity.
Experience
2-5 Years
Level
Junior
Education
Bachelor's in Finance
Client Relationship Associate Resume
Headline : Highly motivated Client Relationship Associate professional with 4 years experience in regulatory compliance, risk management, project management, process improvement and problem resolution.
Skills : Project Management, Problem Resolution, Client Relationship Management, Process Improvement.
Description :
Provided fund and investment performance information to participants by phone.
Responded to plan participant inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication.
Identified routine participant needs/problems with urgency, professionalism, and efficiency; determining alternative solutions; resolved the problem using current workflow procedures.
Initiated transactions for participants including loans and withdrawals.
Worked with the various areas of the Institutional Investor Group Division to enhance overall quality and workflow efficiencies.
Provided industry knowledge to fund performance and retirement investing.
Recorded client's details of complaints and interacted with appropriate departments to resolve the problem in a timely matter.
Experience
5-7 Years
Level
Executive
Education
Business And Applied Economics
Client Relationship Associate Resume
Headline : More than 3 years of analytical product and Client Relationship Associate experience. Focused on applying quantitative and qualitative analysis to the sales process to help establish and grow stronger client relationships, while providing thoughtful market insights.
Skills : Account Management, Customer service, Communication skills.
Description :
Served as an ambassador for Vanguard's investment philosophy while providing excellent service to clients.
Generated client loyalty by presenting an unmatchable client experience from end to end.
Identified clients' needs by resolving issues, and positioning appropriate solutions and services to best meet those needs.
Demonstrated client relationship skills through active listening, asking open-ended questions, building rapport, showing empathy, and positioning.
Executed client requests in a timely and accurate manner while providing clients with appropriate, accurate, and complete information.
Responded to telephone requests regarding fund and account information.
Responsible for quoting financial market prices.
Responsible for processing financial transactions on the client's account.
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