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Client administrator skills for your resume and career
15 client administrator skills for your resume and career
1. Client Service
- Ensured quality client service by fostering interdepartmental relationships.
- Coordinated day to day client service functions for several large clients, proactively searching for trends to correct or cross-sell.
2. PowerPoint
- Created marketing PowerPoint presentations and coordinated internal and external meetings.
- Evaluated program effectiveness of 13 Tenet hospitals using predetermined criteria, citing findings via PowerPoint presentation and written reports.
3. Administrative Functions
Administrative Functions all revolve around planning and managing business operations. Administrators engage in the planning and execution of different business objectives, implementing workplace policies, and organizing resources efficiently. Every action that is a step towards the business's goals is covered by Administrative Functions.
- Selected Responsibilities: Manages the operational and administrative functions performed within the unit to meet client needs and organizational goals.
- Participated in the Global Centralization of administrative functions to various Global Operations Teams .
4. Client Accounts
- Processed internal asset transfers between related client accounts while monitoring tax advantages.
- Provided assistance and support to Portfolio Manager and Research Analyst while maintaining client accounts.
5. Client Facing
- Resume upon request Accomplishments Numerous accommodations Skills Used Client facing, CRM, Project Management, Time Motion Studies,
- Assist operation managers with implementation of new procedures or systems in order to provide client facing perspective or communication
6. Problem Resolution
A problem resolution refers to how a person identifies the problem, determining its cause, creating a reasonable solution, and implementing a conclusion. With the help of a client specialist, it is easier to handle such a situation. Problem resolution plays a vital role in helping resolve problems efficiently and effectively.
- Assisted with the development of release risk assessments, test plans, functional requirements, test schedules and test problem resolution.
- Research and respond to complex or non-routine request for assistance and problem resolution.
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Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.
- Maintained files, prepared charts, and performed data entry as assigned.
- Faxed, received and filed confidential documents, data Entry.
8. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Respond to customer requests for expedites, order investigation, returns and quality situations according to customer service level arrangements.
- Assist Commercial Regional Managers with overall management of portfolio relating to customer service, sales and asset quality.
9. Account Management
The process of strengthening the relationship between a company and client is called account management. Effective account management has two key objectives, one is to retain loyal customers and the second one is to help the company grow by creating connections with new customers.
- Assisted account management, handling client requests, outgoing mail, preparing for meetings and other day to day duties.
- Coordinated the Account Management Team (AMT) which generally met at least once a week.
10. Securities
- Supported and/or facilitated settlement of trades and other daily transactions involving domestic, and global fixed income and equity securities.
- Negotiated securities back office operations relationships between 30 banking institutions and Fidelity's National Financial Services Corporation.
11. Corporate Trust
- Answered the phones for the Corporate Trust Department, and assisted them to best of my knowledge.
- Served as a liaison for corporate trust banks and secondary markets.
12. Strong Problem-Solving
- Recognized by clients and management for strong problem-solving skills resulting in increased productivity and high customer satisfaction.
- Demonstrated strong problem-solving skills, customer focus, and follow-up skills.
13. Client Relations
- Handle client relationship management functions, which included promoting enduring relationships with a diverse clientele and cultivated positive relationships with customers
- Oversee all day-to-day operational matters related to new patient intake and physician referral preference while fostering client relationships.
14. Client Data
- Received, verified, and accurately processed client data while maintaining exact account information for 26 clients across the United States.
- Analyzed operational issues associated with client data, payroll vendors and accuracy of tapes and files.
15. Financial Reports
- Assisted CFO with weekly/monthly/yearly budget projections, transactions, financial reports and spreadsheets.
- Performed weekly and monthly financial reports detailing financial activity for each account, and ensuring complete accuracy for each transaction.
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List of client administrator skills to add to your resume

The most important skills for a client administrator resume and required skills for a client administrator to have include:
- Client Service
- PowerPoint
- Administrative Functions
- Client Accounts
- Client Facing
- Problem Resolution
- Data Entry
- Customer Service
- Account Management
- Securities
- Corporate Trust
- Strong Problem-Solving
- Client Relations
- Client Data
- Financial Reports
- Client Issues
- Compliance Issues
- Client Satisfaction
- CMS
- External Clients
- IRS
- Equities
- SLA
- Customer Support
- ERISA
- Data Integrity
- Healthcare
- Customer Inquiries
- Financial Institutions
- Windows XP
- Mainframe
- SQL
- Client Inquiries
- Client Reports
- Conference Calls
- Vanguard
- Administrative Tasks
- HR
- SME
- Lotus Notes
- VPN
- Unix
- AML
- Client Communication
- Business Development
- AS400
- KYC
- Tax Filings
- DTC
Updated January 8, 2025