CLIENT SERVICE MANAGER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: July 22, 2024 - The Client Service Manager excels in managing client relationships within the financial industry, leveraging digital media and ad tech expertise. Possessing superb organizational, analytical, and communication skills, this role ensures deliverables are met within tight deadlines while maintaining exceptional attention to detail. A creative problem solver who thrives in a fast-paced environment, the Client Service Manager is a motivated and engaging team player with a solutions-oriented attitude.

Essential Hard and Soft Skills for a Standout Client Service Manager Resume
  • Financial Knowledge
  • Digital Media
  • Sales Support
  • Client Management
  • Project Management
  • Analytical Skills
  • Communication
  • Organizational Skills
  • Attention to Detail
  • Technical Proficiency
  • Problem Solving
  • Adaptability
  • Time Management
  • Teamwork
  • Accountability
  • Client Focus
  • Proactive Communication
  • Leadership
  • Conflict Resolution
  • Positive Attitude

Summary of Client Service Manager Knowledge and Qualifications on Resume

1. BA in Communications with 5 years of Experience

  • Must have ITIL Certification
  • Previous experience with Avaya or knowledge of Avaya portfolio
  • Proven Service Delivery Management experience
  • Must be willing to travel to meet customers, generally less than 20% of travel requirements.
  • Communications or cloud industry experience is highly beneficial
  • Takes ownership, readily takes charge and makes decisions, can motivate people toward a common goal, implements change and gets results.
  • Able to constructively coach and motivate staff
  • Ability to initiate, plan and follow through with projects to completion
  • Exceptional client service skills.
  • Strong aptitude for numbers, accuracy and organization.

2. BA in Public Relations with 3 years of Experience

  • Strong interpersonal and relationship management skills including the ability to build internal relationships toward managing client needs.
  • Strong written and verbal communication skills in both English and Japanese
  • Creative problem-solving skills including the ability to identify, recommend, and implement solutions.
  • Proficient in MS Office, including PowerPoint, Excel and Outlook
  • Exposure to Salesforce.com or similar CRM
  • Aptitude for working with custom software systems
  • Knowledge and grasp of media math and media plans
  • Experience within an Insurance/General insurance environment and demonstrated Account/Client Manager Experience
  • Knowledge of insurance in a worker's compensation environment, claims, or broker management practices
  • Strong data analysis/reporting skills 

3. BA in Psychology with 6 years of Experience

  • Ability to think differently
  • Excellent customer service skills, an engaging communication style, with conflict resolution and negotiation skills.
  • Ability to build relationships and successfully influence 
  • Cross-departmental collaborative leadership style with an emphasis on being a mentor and trainer in an “always learning and improving” environment
  • Strong customer service training preferably in a professional setting or from a major customer service trendsetter
  • Solid contributor to creating outside-the-box solutions with a desire to be part of an evolving company that embodies the startup mentality
  • Know the benefit of creating a fun environment by making work fun and have an innate desire to do so for the team daily
  • Demonstrated leadership & management capabilities preferably in a heavy training and mentorship environment leading teams of 3 or more
  • Detail-oriented organizational style with the ability to prioritize work for the department and lead the charge when work demands peak
  • Experience with call center operations

4. BA in Public Relations with 5 years of Experience

  • Can-do attitude with strong leadership and motivation skills
  • Ability to analyze and interpret technical solutions, establish and maintain effective working relationships with others
  • Strong problem-solving skills and ability to communicate findings to the team
  • Ability to handle multiple priorities while meeting specific deadlines
  • Strong communication skills (written/verbal English)
  • Experience in managing teams greater than 5 employees
  • Proven ability to effectively de-escalate customer interactions
  • The high degree of professionalism and integrity
  • Experience with defect management software and procedures
  • Extensive working knowledge with Salesforce.com Case Management and/or Jira
  • Must have proficient computer skills (Word, Excel, PowerPoint, Adobe, Outlook)

5. BA in Psychology with 6 years of Experience

  • Proficient knowledge of employee benefits business and knowledge of administrative operations
  • Have product knowledge, underwriting principles, risk and financial analysis skills, marketing processes, sales practices, account management 
  • Excellent communication, negotiation, and influencing skills
  • Exhibits courage, yet maintains a customer service mindset
  • Problem solver with strong leadership
  • Team player able to work independently in a results-driven, fast-paced environment
  • Strategic and financial savvy and ability to grow book of business
  • Ability to plan for both the long and short term and drive priorities and results
  • Excellent verbal and written communication skills
  • Ability to think strategically and logically to discover solutions
  • Demonstrate critical thinking and execution in a fast environment

6. BA in Sociology with 5 years of Experience

  • A deep understanding of eDiscovery and litigation support  in relevant positions with law firms, corporate legal departments, or eDiscovery service providers
  • Proven leadership and staff development skills that help to motivate personnel and provide professional growth allowing them to assume additional responsibilities
  • Demonstrated success in the management of multiple simultaneous projects.
  • Oral and written communication skills to effectively provide confident leadership
  • Strong critical thinking skills with the ability to efficiently gather and process information required for problem-solving and resolution in response to client inquiries, deadlines, and project management
  • Previous client relationship skills which include the ability to proactively manage client expectations
  • Ability to recognize client needs, and adapt company capabilities to consistently meet client requirements.
  • A solid understanding of the Electronic Discovery Reference Model, database design and management, data processing activities, and legal document review requirements.
  • Have Relevant eDiscovery or Project Management certifications, and Relativity Certified Administrators 
  • Business Development experience.

7. BA in Marketing with 7 years of Experience

  • Solid experience working in a B2B environment
  • Recent experience with client service management or administrative support
  • Experience in working in the Technology industry is preferable
  • Ability to handle multiple projects, requests, and priorities at the same time
  • Proactive, passionate service leader who demonstrates a ‘Just Do It’ mindset
  • Ensure that the Brilliant Basics are met and put the Client at the center of all they do
  • Very organized, with strong time management skills they plan proactively and manage expectations well
  • Excellent written and verbal communication skills in Romanian and English
  • Demonstrate planning/organizational skills

8. BA in International Business with 9 years of Experience

  • Client service-oriented with a high level of professional and personal integrity.
  • Demonstrate an optimistic perspective during each client interaction.
  • Clear written and verbal communication skills.
  • Strong work ethic with pride in ownership of taking assigned tasks to completion.
  • Detail-oriented with proven organizational skills.
  • Ability to identify key risks and trends that require escalation.
  • Complex problem-resolution skills with the ability to draw the correct conclusions.
  • Strong time management skills with a keen sense of urgency and the ability to prioritize workload.
  • Ability to manage multiple/changing priorities with tact, diplomacy and confidentiality.
  • Perform effectively, efficiently and professionally within a team, with business partners, colleagues, and all levels of staff and management.

9. BS in Business Administration with 4 years of Experience

  • Must be Life & Health licensed and securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract.
  • Inbound/outbound telephone and communication skills
  • Marketing working experience
  • Demonstrated customer service orientation/experience required while working in a fast-paced office environment
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, OneNote, Outlook, databases – SalesForce)
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain the integrity of sensitive/confidential information
  • Understanding of Thrivent and products and services.

10. BS in Management with 5 years of Experience

  • Relevant work experience in account management and/or client success roles 
  • A passion for serving clients and helping them achieve success
  • Highly organized and keen attention to detail
  • Critical thinking, problem-solving skills, exceptional time management skills
  • Desire to be curious and willingness to learn by asking thoughtful questions
  • Desire to help build the client service culture, grow a career, and expand client leadership skills
  • Strong calendar management skills
  • Experience supporting and serving a senior-level team, in client-facing roles
  • Working in data-driven environments
  • Using market-leading CRMs and web conferencing platforms

11. BS in Finance with 3 years of Experience

  • Experience working in the financial industry
  • Have digital media/ad tech experience
  • Sales support/client management experience
  • Superb organizational, analytical, project management, written and verbal communication skills
  • Strong ability to manage multiple tasks and prioritize deliverables, adhering to tight deadlines
  • Excellent attention to detail and follow-through with team members and clients
  • Creative problem solver with the ability to overcome challenges, utilizing available resources to troubleshoot
  • Ability to thrive in a fast-paced, ever-changing work environment
  • Ability to take ownership and accountability, as well as manage expectations (internally and externally)
  • Flexible, motivated, engaging team player who has a solutions-oriented/can-do attitude
  • Communicates proactively with team members, clients, and partners

12. BS in Economics with 4 years of Experience

  • ESOP or retirement plan design and/or administration experience
  • Related business working experience.
  • Be a positive and motivated attitude
  • Strong accounting, numerical critical thinking and analytical skills.
  • Strong written and verbal communication skills, including problem-solving and negotiation skills.
  • Open to occasional overnight travel to participate in customer meetings may be necessary.
  • Ability to balance working independently with working in a team environment to meet customer needs and achieve overall goals.
  • Possess a strong understanding of accounting and record-keeping systems and PC applications.
  • Serving institutions of higher education, specifically in enrollment management, admissions, academic affairs, student affairs and/or advancement
  • Confident and credible presenter

13. BS in Human Resource Management with 4 years of Experience

  • Experience with document processing and delivery
  • Experience in legal or other professional services fields
  • Demonstrated ability to manage and develop relationships in a professional services environment.
  • Flexible, solution-oriented mindset and willingness to engage in ongoing issue-spotting and problem-solving.
  • Strong analytical skills and attentiveness to detail.
  • Commitment to and established track record providing top-quality work product.
  • Comfort and aptitude clarify confusion among internal and external constituencies.
  • Strong writing, verbal communication and interpersonal skills
  • Ability to translate complex requirements and issues into more approachable, practical terms.
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