CLIENT SERVICE EXECUTIVE RESUME EXAMPLE

Updated: Aug 12, 2024 - The Client Service Executive manages a diverse portfolio of institutional clients, focusing on investment vehicles such as pool trusts and separate mandates, and supports all operational and administrative matters alongside the Relationship Management Team. This role entails serving as the primary contact for institutional clients concerning account management, product development, and compliance monitoring and is pivotal in the onboarding of new mandates and the restructuring of product structures. Additionally, the executive oversees daily custody controls, handles queries, resolves issues with third-party providers, and maintains strong relationships with clients and reinsurers, ensuring effective communication and process guidance with the offshore team.

Tips for Client Service Executive Skills and Responsibilities on a Resume

1. Client Service Executive, Aetna Inc., Hartford, CT

Job Summary:

  • Act as the primary, dedicated point of contact for many of Kilter Group’s highest valued clients.
  • Actively develop and grow relationships, ensuring every possible client need is met.
  • Act as the primary resolution function for any issues or questions raised by customers.
  • Coordinate, conduct, and document quarterly reviews with each of assigned clients.
  • Assist clients in completing required paperwork in a timely manner and upload to internal portals. 
  • Demonstrate our technology suite to clients and train them, ensuring they utilize these tools.
  • Track client communication and proactively reach out on a regular basis. 
  • Partner internally with advisors to periodically review account health and identify opportunities for future growth.
  • Participate in and transcribe meetings (onsite or via phone) between advisor and client, following up with a post-meeting summary each time.
  • Ensure preparedness for meetings, syncing with both the client and advisor in advance.
  • Open insurance inquires with various providers and spearhead exploratory processes as requested by advisor. 
  • Schedule medical exams and take ownership of insurance underwriting.  
  • Complete all processes and paperwork required to open new investment accounts.
  • Manage and oversee the data integrity of our CRM and e-money platforms.


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Problem Solving and Issue Resolution (Hard Skills)
  • Organizational Skills (Hard Skills)
  • Communication Skills (Soft Skills)
  • Technical Aptitude (Hard Skills)
  • Meeting Management (Hard Skills)
  • Collaboration and Teamwork (Soft Skills)
  • Detail Orientation and Data Management (Hard Skills)

2. Client Service Executive, Cigna Health, Bloomfield, CT

Job Summary:

  • Maintain dedicated relationships with Balance Point clients.
  • Provide software training and support on Payroll, Time and Labor and HRIS systems.
  • Contact clients to troubleshoot issues as well as answer Payroll, Human Resource and TLM related software
  • Maintain knowledge of market-based solutions as well as Balance Point services.
  • Research and resolve client questions and
  • Ensure our clients get the absolute maximum value from our products
  • Coordinate actionable items with our partners, legal team, and other external contributors. 
  • Organize, track, and enable the fulfilment of all outstanding deliverables. 
  • Ensure on time completion in a fast-paced, deadline-driven environment. 
  • Maintain accuracy and confidentiality in all areas of the role.
  • Meet as a team weekly to maintain progress reports, trackers, and pipeline oversight. 
  • Develop own knowledge and application of financial products and strategies to support and enable the growth of our clients.


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Software Training and Support (Hard Skills)
  • Technical Troubleshooting (Hard Skills)
  • Market and Product Knowledge (Hard Skills)
  • Problem Solving (Hard Skills)
  • Value Maximization (Soft Skills)
  • Project Coordination (Hard Skills)
  • Deadline Management (Hard Skills)

3. Client Service Executive, Prudential Financial, Newark, NJ

Job Summary:

  • Managing a portfolio of Institutional Clients with investments in pool trusts and separate mandates
  • Partner with the Relationship Management Team, to prepare for client meetings and production of client reporting supports the successful resolution of all operational and administrative matters
  • Act as point of contact for Institutional clients in respect to all functions such as account management, product development, portfolio maintenance, transitions, client reporting, compliance monitoring
  • Assist in on-boarding of new mandates, trusts, in-specie transfers and restructuring of product structure
  • Daily custody control oversight and query management. Resolution of all operational issues identified by clients and third party providers (custodians/brokers/administrators etc.)
  • Perform all processes including credit control, premium and claims.
  • Perform reconciliation for Central Administration Bureau and Non Central Administration Bureau outstanding
  • Clear off the balances standing in both the e-Global and GRiDS system
  • Follow up with reinsurers on recovery and premium
  • Liaising with offshore team and guide them through the process
  • Building strong relationship with clients and reinsurers.


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Operational Oversight (Hard Skills)
  • Account Management (Hard Skills)
  • Financial Acumen (Hard Skills)
  • Compliance and Risk Management (Hard Skills)
  • Technical Proficiency (Hard Skills)
  • Communication Skills (Soft Skills)
  • Problem-Solving Abilities (Hard Skills)

4. Client Service Executive, State Farm Insurance, Bloomington, IL

Job Summary:

  • Initiates, qualifies and develops new business relationship using assigned list of prospects.
  • Targets mid-size to large account, with expectations of developing skills to support more complex accounts.
  • Expected to produce at 75% of base quota per year*
  • Meets key metrics including revenue and number of prospects in pipeline, meetings per months and closed sales.
  • Works collaboratively with an assigned team of Client Executives, an Account Manager and Benefit Analyst to close business
  • Develops sales proposals and presentations that are consistent with NFP standards, often requires assistance from more senior sales team members.
  • Responsible for developing and increasing sales for assigned book of business and/or territory/industry sector by compiling lists of prospective customers for use as sales leads, based on information from newspapers, business directories, industry ads, trade shows, Internet websites, and other sources.
  • Confers with management on setting and achieving integrated selling targets.
  • Reports actual results to team and utilizes tools such as Salesforce and Sales Loft.
  • Reviews sales results for assigned clients, strategizing changes and troubleshooting problems.
  • Begins to develop relationships with key prospect and client stake holders.
  • Increasingly exercises independent judgment subject to general supervisor support.
  • Will assist in implementing and monitoring claims and care gap analytics and innovations that may be available to consult with our clients on their plan’s performance.


Skills on Resume: 

  • Prospecting and Relationship Building (Hard Skills)
  • Account Targeting and Development (Hard Skills)
  • Sales Quota Achievement (Hard Skills)
  • Metrics Management (Hard Skills)
  • Collaborative Teamwork (Soft Skills)
  • Proposal and Presentation Development (Hard Skills)
  • Sales Strategy and Execution (Hard Skills)
  • Analytical and Strategic Thinking (Hard Skills)

5. Client Service Executive, Allstate Corp., Northbrook, IL

Job Summary:

  • Ensure that all multinational insurance programs are implemented to agreed service standards and corporate guidelines. 
  • Working with Shared Service Centre to guide/support them in account handling activities. 
  • Supporting Chubb’s business development and client relationship activities. 
  • Handling and supporting Global Client Executives and Underwriters on relevant account/activities. 
  • Ensure Program Workbooks are prepared, maintained, and completed in accordance with the Global Services Department standards. 
  • Communicating building relationships with Underwriters, Clients, Brokers, Chubb Offices, and other external parties. 
  • Work within the framework of Chubb’s ethical and service standards. 
  • Assist where required with ongoing Projects that are identified throughout a given year for better improvement to the Global Services Department. 
  • Setting strategies for assigned customers, considering their specific requirements.
  • Suggest, design and implement print & digital projects.
  • Keeping the client abreast with the progress at regular intervals.
  • Address client queries effectively and in a timely manner.
  • Ensuring timely deliverables at different project junctures.


Skills on Resume: 

  • Insurance Program Implementation (Hard Skills)
  • Account Handling and Support (Hard Skills)
  • Business Development and Client Relationship Management (Soft Skills)
  • Client and Underwriter Support (Hard Skills)
  • Documentation and Compliance (Hard Skills)
  • Stakeholder Communication and Relationship Building (Soft Skills)
  • Ethical Standards Adherence (Hard Skills)
  • Project Management (Hard Skills)

6. Client Service Executive, Liberty Mutual Insurance Group, Boston, MA

Job Summary:

  • Support underwriters by providing underwriting, regulatory and compliance information 
  • Structure multinational insurance programmes (pre-bind).
  • Perform account administration and implementation of multinational programmes (post-bind).
  • Handle a portfolio of multinational accounts for various Lines of Business.
  • Work closely with Global Client Executives’, local service offices around the world and underwriters
  • Work closely with all relevant departments, to ensure the resolution of accounting and processing problems 
  • Administrative activities in connection with global programmes are carried out in time and to a high level of quality.
  • Prepare timely processing instructions to the Shared Service Centre, Credit Control, Reinsurance and local offices, so that premiums
  • Debited and policies issued promptly, ensuring accurate policy records are maintained on Chubb systems.
  • Build strong relationships with clients, their brokers and become the focal and contact point for all service matters relating to their accounts.
  • Develop service plans and service reporting documentation for our clients.
  • Attend client/broker meetings and support Chubb’s business development activities, including presenting and demonstrating the global capabilities.


Skills on Resume: 

  • Underwriting Support (Hard Skills)
  • Multinational Programme Structuring (Pre-bind) (Hard Skills)
  • Account Administration and Implementation (Post-bind) (Hard Skills)
  • Portfolio Management (Hard Skills)
  • Collaboration and Communication (Soft Skills)
  • Problem Resolution (Hard Skills)
  • Administrative Excellence (Hard Skills)
  • Client Relationship Management (Soft Skills)

7. Client Service Executive, USAA, San Antonio, TX

Job Summary:

  • Support clients with marketing program strategies, market insights, inspiring ideas and recommendations
  • Lead the day-to-day management of social selling, account research content creation, ABM reporting and other marketing-related services provide by Transmission
  • Lead industry/account research and translating that into insights for the client
  • Maintain timelines and project plans, providing regular updates to the team and to clients to manage expectations and achieve deadlines
  • Organize, prepare and participate in client meetings, briefings and workshops
  • Keeping detailed notes of key actions and responsibilities to update contact and status reports
  • Support clients with the creation of reverse briefs, budget estimates, timelines, client proposals, pitch responses and presentations
  • Help to build and strengthen key client relationships and trusted working relationships 
  • Agency departments from creative studio and copywriters to planners and finance
  • Anyone associated with getting the best work done
  • Providing overall guidance to the Mentors
  • Appropriately communicate brand identity and corporate position
  • Overcome objections of prospective mentors


Skills on Resume: 

  • Client Support and Strategy Development (Hard Skills)
  • Project Management (Hard Skills)
  • Insight Generation (Hard Skills)
  • Communication and Relationship Building (Soft Skills)
  • Documentation and Reporting (Hard Skills)
  • Proposal and Presentation Skills (Hard Skills)
  • Team Collaboration (Soft Skills)
  • Brand Communication (Soft Skills)

8. Client Service Executive, Farmers Insurance Group, Los Angeles, CA

Job Summary:

  • Provide regular updates to clients on the progress of projects and campaigns that directly affect each client.
  • Coordinate for internal projects and determine the best utilization of resources.
  • Become the reliable point of contact for each client that is required to establish a strong business relationship.
  • Monitor and measure projects/campaigns - weekly/monthly reports and presentations.
  • Participate in marketing campaigns & ideation sessions.
  • Deal with client requests and troubleshoot problems.
  • Initiating business/campaign briefs between client and internal teams. 
  • Effective in taking briefs and communicating the same to various teams to get the work done.
  • Ensure appropriate quality throughout.
  • Liaising as a bridge between the client and the Operations teams.
  • Building strong, long-term client relationships and maintain frequent contact.


Skills on Resume: 

  • Communication Skills (Soft Skills)
  • Project Coordination (Hard Skills)
  • Client Relationship Management (Soft Skills)
  • Project Monitoring and Reporting (Hard Skills)
  • Marketing Campaign Participation (Hard Skills)
  • Problem-Solving Ability (Hard Skills)
  • Briefing and Communication (Hard Skills)
  • Quality Assurance (Hard Skills)

9. Client Service Executive, Nationwide Mutual Insurance Co., Columbus, OH

Job Summary:

  • Communicate with Clients verbally and in writing
  • Coordinate between Clients, Back Office and Production
  • Prepare briefs and debriefs
  • Project management tasks under supervision
  • Project admin and filing tasks (time management and minutes of meeting, etc)
  • Sales and marketing communications
  • Prepare cost estimates, budgeting and proposals
  • Participate in presentations to Clients
  • Execute service requests and deal with paper work on daily basis.
  • Attend to client calls and answer queries related to their portfolio transactions, expenses etc.
  • Enter data in CRM and maintain records of all client service requests and conversations.
  • Organise His/her schedule and tasks to meet the given deadline.
  • Deal with multiple vendors, custodians, and internal departments to answer client queries or resolve disputes.


Skills on Resume: 

  • Prepare briefs and debriefs (Hard Skills)
  • Project management tasks under supervision (Hard Skills)
  • Project admin and filing tasks (Hard Skills)
  • Sales and marketing communications (Hard Skills)
  • Prepare cost estimates, budgeting and proposals (Hard Skills)
  • Participate in presentations to Clients (Hard Skills)

10. Client Service Executive, American Family Insurance Group, Madison, WI

Job Summary:

  • Answer telephone, screen and relay messages
  • Provide administrative and clerical support
  • Prepare correspondence and documents
  • Send monthly portfolio reports from FE Analytics.
  • Request, send and process client portfolio rebalances.
  • Update client and portfolios in FE after rebalances.
  • Monitor clients request for review meetings.
  • Maintain appointment diary either manually or electronically
  • Co-ordinate meetings and organise conference and meeting room bookings
  • Seek, process Execute Client Requests and Briefs.
  • Answer Queries Regarding Brief / Services, Processes if Required Direct Them to the Bd Head.
  • Assist Clients to Understand Concepts, Ideas and Services and Keep Them Updated About the Progress.
  • Coordinate with Internal Teams to Ensure Timely Fulfillment of Requirements and Meet Deadlines Successfully.


Skills on Resume: 

  • Communication Skills (Soft Skills)
  • Administrative Proficiency (Hard Skills)
  • Client Service Management (Soft Skills)
  • Report Generation (Hard Skills)
  • Meeting Coordination (Soft Skills)
  • Task Coordination (Soft Skills)
  • Problem Solving (Soft Skills)
  • Detail Orientation (Soft Skills)

11. Client Service Executive, Travelers Cos. Inc., Hartford, CT

  • Job Summary:
  • Suggest talent options that fit the bill basis the client brief
  • Enquire, negotiate & close deals with artists/ celebrities/ speakers/Influencers
  • Develop strong, ongoing relationships with prospective and existing clients.
  • Execute the bookings end-to-end professionally
  • Travel for onground shows with the talent whenever required.
  • Research to identify high potential talent/ artists/ acts/ influencers from India & across the globe as per the brief.
  • Present company's credentials & offerings to prospective clients.
  • Understanding client's research needs
  • Effectively communicating the requirements to various teams across the country
  • Training the teams on research scope
  • Ensuring appropriate quality throughout
  • Liaising as a bridge between the client and the Field teams


Skills on Resume: 

  • Negotiation Skills (Hard Skills)
  • Relationship Management (Soft Skills)
  • Project Management (Hard Skills)
  • Travel Readiness (Hard Skills)
  • Research and Talent Identification (Hard Skills)
  • Presentation Skills (Soft Skills)
  • Client Understanding and Communication (Soft Skills)
  • Training and Quality Assurance (Hard Skills)

12. Client Service Executive, Progressive Corp., Mayfield Village, OH

Job Summary:

  • Developing and maintaining healthy relationships with existing clients.
  • Handling Queries efficiently on emails, phones, as well as in meetings.
  • Actively engaging with the Sales and Operations team to ensure that the solution being presented to the client meets/exceeds expectations.
  • Managing customer-centric operations & ensuring customer satisfaction by achieving delivery & service quality norms.
  • Attending to clients' complaints and undertaking steps for effectively resolving them.
  • Interacting with the customers to gather their feedback regarding product satisfaction.
  • Generating client reports and scheduling appointments
  • Understanding digital agency & marketing principles will be an added advantage.
  • Maintain Trackers, Reports for Client Interaction, Briefs, Event Calendars Etc.
  • Collect Feedback and Resolve Client Feedback and Queries.
  • Create Impactful Presentations and Concepts Based On the Client Need and Event Objective.


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Effective Communication (Soft Skills)
  • Collaboration with Sales and Operations Teams (Soft Skills)
  • Customer Service Excellence (Soft Skills)
  • Complaint Resolution (Soft Skills)
  • Feedback Collection and Analysis (Soft Skills)
  • Reporting and Appointment Scheduling (Hard Skills)
  • Presentation and Concept Development (Hard Skills)

13. Client Service Executive, Chubb Ltd., Whitehouse Station, NJ

Job Summary:

  • Analyzing the Client requirement, Content of the advertisement, Target Audience, Area and Budget to develop a coordinated plan for the client.
  • Coordinating with the Publications for the proper Ad slot, Position, Booking, Prices and negotiating for a fair deal
  • Scheduling the Advertisement as per client requirement or schedule as per the frequency of ads should appear to get a response from the audience.
  • Analyzing if the client should advertise for some particular period followed by break no advertisement
  • Following up with the clients for the advertisements on a regular strict basis and understanding their changing requirement
  • Maintaining the reports of the clients on daily basis to analyze the revenue generated each day
  • Contacting and doing Sales Pitch for the process of acquiring new clients
  • Go for meeting prospective Clients with the Senior / Head for Ad planning,
  • Scheduling and Payment to the booking of the final Advertising Service/Package.
  • Interacting and coordinating with the Creatives, and Accounts Department
  • Complete Client projects within the timelines provided by them
  • Maintain Daily work report to sync with work every day


Skills on Resume: 

  • Analyzing Client Requirements (Hard Skills)
  • Content Development (Hard Skills)
  • Target Audience Analysis (Hard Skills)
  • Budget Management (Hard Skills)
  • Negotiation Skills (Hard Skills)
  • Client Relationship Management (Soft Skills)
  • Reporting and Analytics (Hard Skills)
  • Project Coordination (Hard Skills)

14. Client Service Executive, Auto-Owners Insurance Co., Lansing, MI

Job Summary:

  • Work closely with the team to plan and implement the best product for the client.
  • Research client’s products, services, promo plans, competitors, and target markets
  • Meet clients for briefings and present proposals to clients for approval
  • Work closely with the team to plan and implement the best product for the client.
  • Ensure that projects are completed on time and within budget.
  • Meeting clients to discuss strategy and report on progress responding to clients’ requests as they arise.
  • Maintain and follow up on existing clients
  • Possess at least a Professional Certificate
  • Cultivating solid relationships with Professional
  • Creating a positive on-boarding experience for new mentor
  • Regularly interacting with mentors through telephone calls, email communications
  • Maintaining an accurate record of all existing Mentors
  • Responding to Mentor inquiries in a timely and professional manner


Skills on Resume: 

  • Client Research (Hard Skills)
  • Client Communication (Hard Skills)
  • Project Management (Hard Skills)
  • Relationship Management (Soft Skills)
  • Professional Certification (Hard Skills)
  • Onboarding Experience (Soft Skills)
  • Communication Skills (Hard Skills)
  • Organizational Skills (Hard Skills)

15. Client Service Executive, Erie Insurance Group, Erie, PA

Job Summary:

  • Coordination of the set-up of the distribution/intermediary agreements for the Candriam Fund Range in the different jurisdictions where Candriam markets its funds 
  • Support the client in the set-up of accounts at the different transfer agents and support clients in the order transmission to these different transfer agents
  • Coordination of the trailer fee process to distributors and intermediaries including parametrizations of the trailer fee rates and related fund scope, validation of the calculation of the trailer fees, invoice validation and follow-up on client queries
  • Daily reconciliation of the passive database that reflects the assets, the net new cash of our clients based on the input received from different sources and any evolution of this database
  • Coordination of the set-up and maintenance of the agreements for discretionary and advisory mandates and for related services provided to local and international clients in 
  • Single point of contact for requests of institutional clients and client relationship managers
  • Management and Maintenance of Candriam Client Database
  • Maintenance and support the evolution of the Candriam client database and support the sales and compliance department in the regulatory requirements on clients(KYC/AML, MiFID, GDPR, …)
  • Keeping the client abreast with the progress at regular intervals
  • Regularly updating the client on the challenges faced
  • Ensuring timely deliverables at different project junctures


Skills on Resume: 

  • Contract Coordination (Hard Skills)
  • Client Account Management (Hard Skills)
  • Financial Coordination (Hard Skills)
  • Database Management (Hard Skills)
  • Client Relationship Management (Soft Skills)
  • Regulatory Compliance (Hard Skills)
  • Project Management (Hard Skills)
  • Communication Skills (Soft Skills)

16. Client Service Executive, ABC Solutions, Atlanta, GA

Job Summary:

  • Provide administrative support to the Financial Planner and Paraplanner
  • Deal effectively with queries from clients and third parties
  • Prepare new business packs for client meetings
  • New business submission for investments, retirement, and protection
  • Assist with client review preparations and actions, both pre and post-meeting
  • Send review meeting invites and reminders to clients, handling any cancellations and re-booking of meetings
  • Prepare client product summaries
  • Liaise with product providers and third parties to obtain additional information (includes sending and following up on authority letters)
  • Keep all relevant systems and client records, including fact finds up-to-date
  • Undertake any other reasonable duties necessary to meet the needs of the business.
  • Cultivating solid relationships with Professional


Skills on Resume: 

  • Administrative Support (Hard Skills)
  • Client and Third-Party Communication (Soft Skills)
  • New Business Preparation (Hard Skills)
  • New Business Submission (Hard Skills)
  • Client Review Preparation (Hard Skills)
  • Meeting Coordination (Soft Skills)
  • Product Summary Preparation (Hard Skills)
  • System and Record Management (Hard Skills)

17. Client Service Executive, BrightPath Associates, Boston, MA

Job Summary:

  • Understanding the client's research needs
  • Effectively communicating the requirements to various teams across the country
  • Training the teams on the research scope
  • Ensuring appropriate quality throughout
  • Liaising as a bridge between the client and the Field teams
  • Keeping the client abreast with the progress at regular intervals
  • Regularly updating the client on the challenges faced, if any
  • Ensuring timely deliverables at different project junctures
  • Travel for on-ground shows with the talent whenever required.
  • Research to identify high-potential talent/ artists/ acts/ influencers from India & across the globe as per the brief.
  • Present the company's credentials & offerings to prospective clients.


Skills on Resume: 

  • Research Skills (Hard Skills)
  • Communication (Soft Skills)
  • Training and Development (Hard Skills)
  • Quality Assurance (Hard Skills)
  • Client Management (Soft Skills)
  • Project Management (Hard Skills)
  • Presentation Skills (Soft Skills)
  • Flexibility and Travel (Soft Skills)

18. Client Service Executive, Summit Consulting, Dallas, TX

Job Summary:

  • Suggest talent options that fit the bill basis of the client brief
  • Enquire, negotiate & close deals with artists/ celebrities/ speakers/Influencers
  • Develop strong, ongoing relationships with prospective and existing clients.
  • Execute the bookings end-to-end professionally
  • Seek, Process Execute Client Requests and Briefs.
  • Answer Queries Regarding Brief / Services, Processes if Required to Direct Them to the Bd Head.
  • Assist Clients to Understand Concepts, Ideas and Services and Keep Them Updated About the Progress.
  • Coordinate with Internal Teams to Ensure Timely Fulfillment of Requirements and Meet Deadlines Successfully.
  • Maintain Trackers, Reports for Client Interaction, Briefs, Event Calendars Etc.
  • Collect Feedback and Resolve Client Feedback and Queries.
  • Regularly interacting with mentors through telephone calls, email communications


Skills on Resume: 

  • Negotiation Skills (Hard Skills)
  • Relationship Building (Soft Skills)
  • Project Management (Hard Skills)
  • Client Communication (Soft Skills)
  • Conceptual Understanding (Hard Skills)
  • Coordination (Hard Skills)
  • Organizational Skills (Hard Skills)
  • Problem Solving (Soft Skills)

19. Client Service Executive, Orion Enterprises, San Francisco, CA

Job Summary:

  • Developing and maintaining healthy relationships with existing clients.
  • Handling Queries efficiently on emails, phones, as well as in meetings.
  • Actively engaging with the Sales and Operations team to ensure that the solution being presented to the client meets/exceeds expectations.
  • Managing customer-centric operations & ensuring customer satisfaction by achieving delivery & service quality norms.
  • Attending to clients' complaints and undertaking steps for effectively resolving them.
  • Interacting with the customers to gather their feedback regarding product satisfaction.
  • Generating client reports and understanding of digital agency & marketing principles will be added advantages.
  • Create Impactful Presentations and Concepts Based On the Client's Needs and Event Objective.
  • Cold Calling and Scheduling of Meetings with New Clients.
  • Regular Follow-up with Existing Clients.
  • Creating a positive onboarding experience for a new mentor


Skills on Resume: 

  • Customer Relationship Management (Hard Skills)
  • Communication Skills (Hard Skills)
  • Collaboration with Sales and Operations (Hard Skills)
  • Customer-Centric Operations Management (Hard Skills)
  • Complaint Resolution (Hard Skills)
  • Report Generation (Hard Skills)
  • Presentation Skills (Hard Skills)
  • Handling Queries efficiently (Soft Skills)

20. Client Service Executive, Apex Strategies, Miami, FL

Job Summary:

  • Coordination of the set-up of the distribution/intermediary agreements for the Candriam Fund Range in the different jurisdictions where Candriam markets its funds 
  • Support the client in the set-up of accounts at the different transfer agents and support clients in the order transmission to these different transfer agents
  • Coordination of the trailer fee process to distributors and intermediaries including parametrizations of the trailer fee rates and related fund scope
  • Validate the calculation of the trailer fees, invoice validation and follow-up on client queries
  • Daily reconciliation of the passive database that reflects the assets, the net new cash of our clients based on the input received from different sources and any evolution of this database
  • Coordination of the set-up and maintenance of the agreements for discretionary and advisory mandates and related services provided to local and international clients in 
  • Single point of contact for requests of institutional clients and client relationship managers
  • Management and Maintenance of the Candriam Client Database
  • Maintenance and support the evolution of the client database and support the sales and compliance department in the regulatory requirements on clients(KYC/AML, MiFID, GDPR, …
  • Maintaining an accurate record of all existing Mentors
  • Responding to Mentor inquiries in a timely and professional manner


Skills on Resume: 

  • Coordination and Management (Hard Skills)
  • Client Support (Hard Skills)
  • Financial Operations (Hard Skills)
  • Financial Validation (Hard Skills)
  • Reconciliation (Hard Skills)
  • Agreement Coordination (Hard Skills)
  • Client Relationship Management (Soft Skills)
  • Database Management (Hard Skills)

21. Client Service Executive, River Tech, Seattle, WA

Job Summary:

  • Understand Client requirements and discuss brand and communication strategies with the clients.
  • Understand the client's creative needs on various collaterals and coordinate with the design team for the execution of the same.
  • Develop and expand business with an existing set of clients
  • Focus on up-selling other services that may help the client in enhanced visibility, resulting in more business
  • Creating Requirements, Preparing presentations, Drafting proposals, Ideating & Conceptualization
  • Presenting thoughts on creative outputs and discussing the same with internal teams and clients.
  • Handle Commercials with the clients.
  • Responsible to the client for on-time delivery of finished projects
  • Should Possess Sound Management Skills to Offer Solutions to Clients and handle high-Pressure Situations.
  • Providing overall guidance to the Mentors
  • Appropriately communicate brand identity and corporate position
  • Overcome objections from prospective mentors


Skills on Resume: 

  • Understanding Client Requirements (Hard Skills)
  • Coordinating with Design Teams (Hard Skills)
  • Business Development (Hard Skills)
  • Proposal Development (Hard Skills)
  • Creative Presentation (Hard Skills)
  • Commercial Acumen (Hard Skills)
  • Project Management (Hard Skills)
  • Problem-solving and Client Solutions (Hard Skills)