Client liaison resume examples from 2026

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Updated March 26, 2025

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Client liaison resume

Jordan Ford

(560) 555-4141 | jford@example.com

Scottsdale, AZ | 26529 W. Maple Ln. - 21525

Work experience

2018 - Present
Client Liaison, Vanguard Group - Scottsdale, AZ
- Book of business consisted of 600+ high net worth households totaling over $1.0 billion in investable assets.
- Participated in special projects and developed and implemented procedures for the role.
- Developed and maintained high net worth client relationships by providing exceptional client service with a minimum account value of $250k.
- Collaborate across lines of business to resolve issues, improve efficiency, and foster clear communication channels.
2008 - 2018
Client Associate, Morgan Stanley - Sacramento, CA
- Promoted to Senior Registered Associate within 2 years of start of Client Service Associate role.
- Trained all new incoming Client Service Associates on company's systems and policies
- Provide relationship management, financial planning, sales support and concierge level client service.
- Handle daily operations pertaining to client service and financial advisor support.
2006 - 2008
Vault Teller, Wells Fargo - San Francisco, CA
- Delivered customer needs for products like safe deposit boxes, merchant/vault, ATM processing, bonds/coupons, and foreign currency.
- Represented the face of Wells Fargo with focused communication and interaction with clients.
- Provide excellent customer service by greeting customers and making them feel welcome.
- Provided exceptional customer service to each one of my customers and valued their business.

Skills

Client Service
New Tellers
Operational Support
Bank Products
Travelers Checks
Client Contact
Status Updates
Travel Arrangements
Business Clients
Daily Transactions

Education

High School Diploma, (2006 - 2006)
,

Client liaison resume

Madison Morris

(490) 555-7466 | mmorris@example.com

Covington, KY | 90730 N. Evergreen Rd. - 59224

Work experience

2016 - Present
Client Liaison, Wells Fargo - Covington, KY
- Discussed findings with Senior Consultants.
- Seasoned in handling all aspects of client service, reporting, relationship-building.
- Provided extensive customer service to financial advisors' investment clientele.
- Developed and improved business critical procedures and documents.
- Provide guidance and assistance to less experienced consultants and service representatives either on the spot and/or via telephone.
2014 - 2016
Client Services Administrator, Fidelity Investments - Covington, KY
- Administered new procedure for work order processes and communication to the technology support team to enhance and streamline meeting coordination.
- Served as Quality Control contact to ensure all paperwork, policies and procedures were adhered to in accordance with compliance standards.
- Provide first response communication for all incoming inquiries and customer prospects, referring them to correct sales associate.
- Assist in development of client service plans and stewardship report coordination.
2013 - 2014
Bill Collector, GC Services Limited Partnership - Knoxville, TN
- Used autodialer to contact costumers with delinquent accounts.
- Fulfilled multiple functions such as bill payment, bill analyzing, and reporting to the credit bureaus.
- Establish credit limits on customer accounts.
- Negotiate payment terms and methods and give borrowers all options available.
- Assist consumers with reaching workable debt repayment solutions.

Skills

Sharepoint
Internal Departments
Client Service
Client Records
Insurance Companies
Windows
Unpaid Claims
Healthcare
Data Entry
Consultants

Education

High School Diploma, (2013 - 2013)
,

Client liaison resume

Joseph Woods

(510) 555-9806 | jwoods@example.com

Charlotte, NC | 80516 E. Park Ln. - 21873

Work experience

2020 - Present
Client Liaison, Wells Fargo - Charlotte, NC
- Developed and improved business critical procedures and documents.
- Assist in the creation and implementation of departmental process changes and standard operation procedures.
- Collected and organized necessary data for Offices/Branches to execute opening of new accounts.
2010 - 2020
Client Liaison, American Red Cross - Baltimore, MD
- Managed communication with donors, medical professionals, and staff.
- Provided professional communication and support services to recipient suspect blood component clients.
- Performed routine client's maintenance request, problem resolution and sales functions within the organization.
- Act as key liaison by maintaining constant communication between Mortgage and law firms to resolve issues.
2000 - 2010
Collections/Accounts Receivable, American Red Cross - Baltimore, MD
- Inputted data into BioArch computer system, checked all labels and reviewed all records.
- Worked an established excel spreadsheet with a list of 50 delinquent accounts to bring the home loan current.
- Called customers to collect on delinquent accounts Assisted customers with foreclosure avoidance Provided customers with options for repayment of debt
- Analyzed financial statements and tax returns by using Cash Dashboard software.
- Keep lines of communication open after payments are received to allow for early intervention and preempt future delinquency.

Skills

Loan Applications
Credit Limits
Promotional Information
Client Questions
Potential Customers
Financial Statements
Account Status
Procedures
Client Contact
Customer Complaints

Education

High School Diploma, (1995 - 1995)
,

Client liaison resume

Justin Davis

(620) 555-8822 | jdavis@example.com

Dallas, TX | 9230 S. Oak Ave. - 61610

Work experience

2020 - Present
Client Liaison, The Bank of New York Mellon - Dallas, TX
- Support three Client Service Managers (CSM) and three top-tiered portfolios in Corporate Trust Administration.
- Apply customer centered judgment when working through breaks in process or deliverables and escalate them through constant communication to internal partners.
- Prepared and distributed quarterly, semi-annual and annual reports in support of the Treasury and Client Services department.
- Calculate RMD and supply IRA distribution information to Bankers and Financial Advisors.
2010 - 2020
Client Services Administrator, Citi - Dallas, TX
- Facilitated interviews with end users to capture user requirements, business procedures, and identify system requirements.
- Assist Financial Advisors and clients with the opening of new accounts, maintaining accurate client records and various requests.
- Provide client services for banking, credit cards, business, wires and online inquiries.
- Enforced company policy and procedures to provide a professional safe environment.
2009 - 2010
Retail Sales Representative, AT&T - Dallas, TX
- Retail Sales Manager / Assistant Store Manager Directly responsible for the Retail Sales Consultants at this location.
- Understand all company policies, procedures and specific company objectives and goals
- Work with cutting-edge AT&T products including mobile phones/smart phones, DIRECTV, connected car and wearables, etc.

Skills

Special Events
Twitter
Procedures
Counsel
Trouble Shooting
Financial Statements
Internal Departments
Potential Customers
Retail Sales
Verizon

Education

High School Diploma, (2009 - 2009)
,

Client liaison resume

Ashley Chavez

(690) 555-5623 | achavez@example.com

Houston, TX | 33769 W. Park Rd. - 13373

Work experience

2019 - Present
Client Liaison, Morgan Stanley - Houston, TX
- Direct Various other client service transactions and assistance.
- Update and open new accounts for clients.
- Branch contact during recent conversion to new client service management system.
- Provided superior client service support in a professional and organized manner.
- Perform daily operations, client service and Financial Advisor support.
- Provide dedicated support to Financial Advisors and Client Service Associates.
2017 - 2019
Client Service Associate, Wells Fargo - Columbia, SC
- Provide overall administrative and operational client service support to assist the business activities of the Financial Advisors on our team.
- Provide training on policies and procedures, new or enhanced services and procedural changes.
- Acted as primary liaison between client service officers, answering questions and solving problems involving all Retail/Branch related departments.
- Review policies and procedures for accuracy and compliance.
- Supported Financial Advisors in all phases of client service.
2013 - 2017
Customer Agent, Teleperformance - Columbia, SC
- Opened customer accounts and recorded account information.
- Job Description I took inbound calls and worked over the phone to troubleshoot internet and phone issues for Verizon Fios customers.
- Diagnosed and resolved customer complaints and technical issues in a timely manner.

Skills

Investment Products
Internal Departments
Data Entry
Patience
Company Policies
Client Service
DST
Ensure Client Satisfaction
Travel Arrangements
QA

Education

Bachelor's Degree, Business (2010 - 2013)
DeVry University
Oakbrook Terrace,

How to write a client liaison resume

Craft a resume summary statement

A resume summary is your opening statement that highlights your strongest skills and top accomplishments. It is your chance to quickly let recruiters know who you are professionally - and why they should hire you for the client liaison role.

Step 1: Mention your current job title or the role you're pursuing.

Step 2: Include your years of experience in client liaison-related roles. Consider adding relevant company and industry experience as relevant to the job listing.

Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.

Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.

These tips will help you demonstrate why you are the perfect fit for the client liaison position.

Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.

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List the right project manager skills

Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:

Start with the job listing. Frequently, the keywords looked for by recruiters will be listed. Be careful to include all skills in the job listing you have experience with.
Consider all the software and tools you use on a daily basis. When in doubt, list them!
Make sure you use accurate and up to date terms for all the skills listed.

These five steps should give you a strong elevator pitch and land you some client liaison interviews.

Here are example skills to include in your “Area of Expertise” on a client liaison resume:

Patients
HR
Client Relations
Financial Statements
Client Service
Scheduling Appointments
Travel Arrangements
Expense Reports
Customer Issues
Status Updates

Client Issues
Client Inquiries
Client Satisfaction
Medicaid
Client Support
Client Expectations
Customer Complaints
Client Calls
Problem Resolution
Primary Liaison

Conference Calls
Client Accounts
Inbound Calls
Foreclosure
Liason
Law Firm
PowerPoint
Status Reports
Troubleshoot
Financial Reports

Zippia’s AI can customize your resume for you.

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(File formats: .pdf, .doc, .docx)

How to structure your work experience

Next you should include your work experience. Structure your work experience section by listing your most recent experience first, followed by earlier roles in reverse chronological order.

Start with your job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.

Include only recent, relevant jobs. Avoid including work experience over 20 years to avoid ageism.

Beneath each job, you should have bullet points to emphasize why you're the perfect fit for the client liaison.

How to write client liaison experience bullet points

Your resume is not a list of responsibilities or a job description. Instead, it is your chance to show your accomplishments and show why you're good at what you do.

Use the What, How, and Why format. Answering these questions turns a bland job description into an effective showcase of your abilities.
What were your responsibilities or goals?
How did you accomplish them?
Why were your results important? (How did it impact your company? Can you quantify the results in numbers? )

Here are effective examples from client liaison resumes:

Work history example #1

Client Services Administrator

Forest Lawn

Administered all customer service calls/emails/faxes.
Shaped the organization's strategic plan and developed set expectations and operations procedures.
Greeted and assisted guests with a professional, welcoming atmosphere, and ensured customer needs were met.
Troubleshooted Citrix sessions, and created mandatory profiles for user groups Manage and tested Backups with Arc Serve software.
Edited photos and documents for marketing materials using Word, PowerPoint, and Photoshop/GIMP.

Work history example #2

Client Liaison

Wells Fargo

Passed FINRA Series 7, 66, and Series 63
Checked financial transactions by all representatives to ensure departmental procedures were met.
Discussed findings with Senior Consultants.
Documented and maintained all standard operating procedures for two departments.
Coordinated communication among the district branches.

Work history example #3

Client Liaison

American International Group

Designed business requirement documents for defining technical specifications to bridge the business/IT gap.
Optimized participation by attending enrollment meetings, educating employees on benefits and provided appropriate communication materials.
Communicated with state insurance regulators on more complex placements, as well as to verify state procedures are being followed.
Determined client needs and formulated recommendations for coverage based upon ongoing client communication and review of current insurance policies.
Assisted the Contracts department in obtaining necessary documents for hardware processing.

Work history example #4

Client Liaison

JPMorgan Chase

Served as liaison between card members and personal bankers, researching and troubleshooting credit card and credit issues.
Coached novice CSA's to increase productivity during staffing shortage and the implementation of new procedures.
Served as Lead on ensuring Indiana CSA team stayed current on communications, policies and procedures.
Performed on-line troubleshooting: identified problem, gave technical advice, filed service request, and followed up on scheduling
Utilized various software related to AML/KYC.

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(File formats: .pdf, .doc, .docx)

Add an education section to your resume

Here is the best way to format your education section:

Display your highest degree first.
If you graduated over 5 years ago, put this section at the bottom of your resume. If you lack relevant work experience, the education section should go to the top.
If you have a bachelor's or master's degree, do not list your high school education.
If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.

Here are some examples of good education entries for resumes:

High School Diploma

2006 - 2006

High School Diploma

2013 - 2013

Highlight your client liaison certifications on your resume

Certifications are a great way to showcase special expertise or niche skills. Some jobs even require certifications to be hired.

Include the full name of the certification, along with the name of the issuing organization and date of obtainment.

Here are some of the best certifications to have on client liaison resumes:

International Accredited Business Accountant (IABA)
Certified Management Accountant (CMA)

Updated March 26, 2025

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