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Client advisor skills for your resume and career

Updated January 8, 2025
3 min read
Quoted expert
David M. Lang
Below we've compiled a list of the most critical client advisor skills. We ranked the top skills for client advisors based on the percentage of resumes they appeared on. For example, 17.5% of client advisor resumes contained customer service as a skill. Continue reading to find out what skills a client advisor needs to be successful in the workplace.

15 client advisor skills for your resume and career

1. 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.

Here's how client advisors use customer service:
  • Solidified Customer relationships by providing legendary Customer Service
  • Demonstrated superior customer service by investigating and resolving customer issues regarding company policies, claims procedures and underwriting process.

2. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how client advisors use business development:
  • Support all aspects of business development with a thorough understanding of all offerings through YogaSix to promote and grow business operations.
  • Greeted customers and assessed their needs; engaged in business development (corporate and individual).

3. CRM

CRM stands for Customer relationship management and it is a complete process through which a business or organization monitors and administers its interactions with the customers. A process in which large amounts of data are collected through marketing via a company's website, polls, surveys, and other social media applications. The basic goal of CRM is to target the right audience for their product, and then fulfill their needs, to increase the sales and revenue of the company.

Here's how client advisors use crm:
  • Provided follow-up using company CRM system
  • Utilized CRM database tool (Dealer Socket) to set appointments and to sell and keep track of potential clients.

4. Wealth Management

Wealth management is the act of good wealth planning for purposes of growth and sustenance.

Here's how client advisors use wealth management:
  • Plan and implement marketing events and targeted client communication for Wealth Management.
  • Developed relationships with high net worth individuals and organizations and the bank's Wealth Management division.

5. Client Service

Here's how client advisors use client service:
  • Recognized top 3% of sales force and scored highest in gallop polls for client service.
  • Communicate with assigned clients to address client service issues and provide problem solving and resolution support.

6. BMW

Here's how client advisors use bmw:
  • Received BMW Salesperson Certification * Built relationships with customers to determine primary vehicle importance.
  • Demonstrated a detailed understanding of BMW vehicle supply status from production to delivery.

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7. Customer Satisfaction

Here's how client advisors use customer satisfaction:
  • Recognized for ability to relate to clients effectively and professionally, achieving record of excellence in customer satisfaction and service.
  • Entered customer information into database to ensure proper follow up, customer satisfaction and repeat business and referrals.

8. Client Facing

Here's how client advisors use client facing:
  • Develop and maintain client facing materials such as toolkits, quick reference guides, videos, and other downloadable content.
  • Performed various task and duties supporting several FA's in a client facing role.

9. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how client advisors use product knowledge:
  • Deliver exceptional client experience through empathetic relationship building and in-depth product knowledge.
  • Expanded sales product knowledge to include Volvo automobiles

10. Exceptional Client

Here's how client advisors use exceptional client:
  • Provided exceptional client service to instill confidence and educate clients regarding their investments and portfolio performance.
  • Noted for exceptional client retention through meeting investment objectives and acquiring additional assets.

11. Work Ethic

Here's how client advisors use work ethic:
  • Self-motivated and disciplined individual with a strong work ethic and proven track record.
  • Performed opening and closing responsibilities after receiving trust of management for demonstrating a good work ethic and attention to detail.

12. Client Satisfaction

Here's how client advisors use client satisfaction:
  • Achieved client satisfaction objectives as assigned by management and follows up with new owners to ensure delivery satisfaction.
  • Conducted periodic account analysis with long term customers to refine existing plans to keep on target and maintain client satisfaction.

13. Client Accounts

Here's how client advisors use client accounts:
  • Worked with Private Client accounts and with the Art Banking Department, Basel, Switzerland.
  • Set up and manage new client accounts and responsible for overseeing monetary transfers.

14. Excellent Interpersonal

Here's how client advisors use excellent interpersonal:
  • Increased sales volume by understanding the interests and concerns of customers; utilizing excellent interpersonal communication skills, clearly articulating ideas.
  • Developed excellent interpersonal and communication skills with an ability to close deals and develop trusted relationships.

15. Client Retention

Here's how client advisors use client retention:
  • Developed pipeline & focused on client retention by building strong business relationships.
  • Extended Relationship Management for client retention.
top-skills

What skills help Client Advisors find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What client advisor skills would you recommend for someone trying to advance their career?

The job market will reward people that require as little supervision and training as possible. Our pandemic times and likely, our post-pandemic times will involve a fair amount of remote working. As such, employers will want to make sure that the individuals they hire are self-motivated, quick learners who can hit the ground running without a lot of hand-holding. If taking a year off, I would make sure that job applicants devote some time to learning about the industry standards in which they plan to work. Does the industry use a particular software? Start learning about how to use that. Does the occupation use specific data or require coding? Devote some time to learning the basics of that as well. As always, don't forget the soft skills of communication (orally and written) and interpersonal relationships.
Do you want to know more?
Read more about what experts have to say about client advisor

List of client advisor skills to add to your resume

Client advisor skills

The most important skills for a client advisor resume and required skills for a client advisor to have include:

  • Customer Service
  • Business Development
  • CRM
  • Wealth Management
  • Client Service
  • BMW
  • Customer Satisfaction
  • Client Facing
  • Product Knowledge
  • Exceptional Client
  • Work Ethic
  • Client Satisfaction
  • Client Accounts
  • Excellent Interpersonal
  • Client Retention
  • CSI
  • Lead Generation
  • Asset Allocation
  • Private Client
  • Cash Management
  • Generate Sales
  • Fixed Income
  • Excellent Client
  • Treasury
  • Product Line
  • Increase Sales
  • Outbound Calls
  • Cross-Selling
  • Referral Business
  • Mutual Funds
  • Client Relations
  • Commercial Banking
  • Vehicle Sales
  • Customer Loyalty
  • Securities
  • Bonds
  • Equities
  • Sales Targets
  • Optional Equipment
  • Develop Strong Relationships
  • Sales Contracts
  • Gross Profit
  • Investment Products
  • Sales Objectives
  • Competitive Models
  • Repeat Business
  • Strong Negotiation

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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