Client Service Associate Resume Example

When writing a Client Service Associate Resume remember to include your relevant work history and skills according to the job you are applying for. Whether you're seeking an entry-level position or have been in your career for a few years, exposing your relevant achievements in your resume can allow you to stand out and get that job interview.

This resume example is a great representation of what a hiring manager is looking for in a Client Service Associate Resume. Feel free to use this example for reference as you create your own resume or use this easy resume builder that will guide you through every step of your building your resume in just a few minutes.

Looking for Cover Letter ideas? See our sample for Client Service Associate Cover Letter.

Here is the Client Service Associate Resume example:

Stephen Kilgore

421 N Seventh St

Melrose, MA 02176



Job Objective To obtain a Client Service Associate position in a company that provides an open environment with many opportunities for continuous growth.

Summary Skills

Remarkable experience in client service, and supporting the financial advisor

Proven expertise in providing account information to clients and Financial Advisors

Skilled in handling telephones, mailing, filing and processing forms

Proficient in MS Outlook, Word, Excel and PowerPoint

Familiarity with CLOAS, Tracking, Client Manager, and GUI systems

Amazing ability to process and examine client requests and transactions

Ability to work independently with strong administrative and problem solving skills

Work Experience:

Client Service Associate, August 2005 to till date

Bremer Financial Services, Melrose, MA

  • Supported daily requests and requirements of clients for wealth management.
  • Ensured updating company records, presentations and client information.
  • Prepared notes on teleconferences and client meetings.
  • Scheduled and organized meetings with clients as required.
  • Maintained client possessions inventory and assisted in creating proposals.
  • Responded to statements, investment and cash distributions related client requests.

Client Service Associate, May 2000 to July 2005

OppenheimerFunds, Melrose, MA

  • Established, developed, maintain and update client, files for the team.
  • Provided service satisfaction to clients by responding to all client queries.
  • Computed and Maintained and record trade uploads in workflow system.
  • Managed new account process for new and existing clients.
  • Collaborated with the operations team to collect account specific data.
  • Prepared reports, advertising presentations and other client stuff as needed.


Bachelor of Arts in Business Management, Thomas Jefferson University, Pennsylvania, PA

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  • March 1, 2022Create Date
  • March 1, 2022Last Updated