Client Service Manager Resume
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217 Lost Creek Road
Phoenixville, PA 19460
(123)-935-4509
f.david@emailaddress.com
Job Objective: Seeking the opportunity to utilize my skills as an experienced Client Service Manager while helping company excel and meet long-term goals.
Highlights of Qualifications:
Admirable experience in providing quality customer services for various financial organizations
Operational knowledge of computer systems and Microsoft applications
Exceptional knowledge of quality service procedures
Ability to retrieve and manage all claim files
Ability to sort and stack documents
Excellent communication skills in both oral and written forms
Ability to maintain accuracy in all client services
Ability to complete all work within required timeframe
Proficient with payroll systems
Professional Experience:
Client Service Manager
UBS Financial Services, Inc, Phoenixville, PA
October 2008 - Present
Participated and scheduled meeting with clients.
Designed agreements for client investment applications.
Monitored all client accounts and verified all cash balances for withdrawal programs.
Attended various programs and Client Service Manager training classes.
Maintained all supplies such as prospectus and forms.
Managed account transfers for incoming assets and obtained required information.
Provided system backup for all client service programs.
Client Service Specialist
Grass Root Inc., Phoenixville, PA
August 2003 - September 2008
Managed and processes all incoming calls.
Provided timely response to same and if required transfer to appropriate department.
Assisted injured workers with appropriated medical provider locations.
Maintained record of all claims on Claims Management software system.
Evaluated all bill status and prepared appropriate pricing of repackages drugs.
Administered and processes all utilization review requests for utilization management team.
Client Service Coordinator
SRI Surgical Express, Inc., Phoenixville, PA
May 1998 - July 2003
Administered CRM system and provided update mail mergers and letter campaigns.
Monitored all report requirements for clients on various performance platforms.
Maintained consultant databases and provided update on as per requirement.
Prepared all client evaluation materials such as standard template.
Managed and actively participates in all intuitional projects.
Prepare client reports and analyzed ad hoc requests for client service team.
Education:
Bachelor's Degree in Business Administration
James A. Rhodes State College, Lima, OH
