Client Associate Resume

Here is a client associate resume that highlights essential sections of framing an impressive resume. This sample template gives a clear outline of building a complete and job winning resume. The pattern and layout of this sample template follows the style of a professional resume. A quick review of this resume example will help you to acquire the basic skills of writing a job winning resume.

A client associate plays an important role in the growth and success of an organization. The role of a client associate is to communicate information between clients and members of the organization. The job profile of a client associate includes communicating information between external and internal parties, creating new client accounts, data entry and reporting information to the management team.

Client Associate Resume Example

Career Objective:

To work as a client associate and bridge the gap of communication between the employer, company members, and clients using my management, organizational, analytical, communication and computer skills collected from 3+ years of experience.

Core Competencies:

• Comprehensive knowledge of sales and financial services
• Well versed in budgeting, accounting and financial planning
• Excellent business planning with strong management skills
• Possess strong computer knowledge with sound written and verbal communication skills
• Superior client service, organizational and interpersonal skills
• Ability to handle multiple tasks with good problem solving skills

Work Experience:

Organization: Tech Solutions, Georgina
Duration: July 2013 till date
Designation: Client Associate

• Handle the tasks of answering calls, responding to clients request and taking messages
• Responsible for communicating clients on regular basis to provide best customer service
• Perform the tasks of taking orders and providing market quotes within the guidelines of the management team
• Handle responsibilities of preparing various correspondences for financial advisor
• Responsible for maintaining files on clients products and services
• Handle the tasks of assisting in providing training sessions of less experienced staff under the instructions of the management
• Responsible for investigating as well as resolving operational issues
• Perform the tasks of obtaining product and investment information for financial advisor

Organization: Valmont Group Inc, Georgina
Duration: March 2011 to June 2013
Designation: Junior Client Associate

• Responsible for handling daily operations of the organization pertaining to client service and financial advisor support
• Provide support to the financial advisor by providing information of business and products of clients
• Handle responsibilities of providing account information to financial advisors and clients
• Perform essential administrative and clerical tasks like responding calls, filing and processing forms
• Handle the tasks of drafting clients correspondence as well as review financial reports
• Responsible for preparing expenses and clients deliverable reports

Educational Summary:

• Achieved bachelor's degree in Accounting
  University of Georgina in the year 2010

Reference:

On request.