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Client services administrator skills for your resume and career

15 client services administrator 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.
- Cultivated business relationship via phone by working closely with procurement managers to ensure the quality of customer service.
- Provided superior customer service through incoming client service calls and emails pertaining to summer technology camp registrations.
2. Excellent Organizational
- Detail oriented with excellent organizational skills.
- Possess excellent organizational skills, very good interpersonal communications skills (written and oral) and am detailed oriented.
3. Data Entry
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.
- Administered data entry on internal systems.
- Direct report-to for Purchasing Agents, A/R and A/P clerks, Call Center Floor Supervisor, Data Entry clerks and Reception.
4. Phone Calls
Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.
- Managed high volume of e-mails and phone calls from clients and other contacts both internal and external.
- Answer high volume client telephone calls while proactively evaluating concerns, requests and problems.
5. HR
HR stands for human resources and is used to describe the set of people who work for a company or an organization. HR responsibilities revolve around updating employee records and carrying out management processes like planning, recruitment, evaluation, and selection processes. HR is a key contributor to any company or organization's growth as they are in charge of hiring the right employees, processing payrolls, conducting disciplinary actions, etc.
- Recognized situations requiring the Client Services Manager or HR Specialist involvement and brings them to their attention in a timely matter.
- Provided critical and accurate statutory information to clients in payroll or HR areas, such as tax filing and/or benefit administration.
6. Outbound Calls
An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.
- Assist with outbound calls to policy holders and providers answering questions that were sent to another department to answer.
- Answered inbound and outbound calls to clients and customers, generated/received emails and faxes through outlook.
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- Advanced proficiency in creating/editing PowerPoint presentations.
- Create sales presentations utilizing PowerPoint.
8. Client Satisfaction
- Compiled monthly management reports with attention to detail and observance of deadlines resulting in client satisfaction.
- Result: Delivered professional service and improved client satisfaction.
9. Payroll
Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.
- Processed payroll and payroll taxes, generated financial statements, computed taxes owed and filed corporate tax returns
- Directed office staff in multiple areas, including personnel, payroll, and accounts payable teams.
10. Salesforce
Salesforce is an American cloud-based software company based in San Francisco, California. This company provides customer relationship management services that enable the customers to be closer to the company. It gives the company detailed information about each customer, including marketing, sales, commerce, and services. Salesforce also helps market a product to attract more buyers, and helps win more customers by targeting the right audience.
- Utilize Salesforce to create and process multiple case types incoming from phone, email, and online support.
- Used Salesforce to manage customers accounts and billing information.
11. Financial Statements
A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.
- Provide support to audit department with formatting and assembling of financial statements for top grossing clients.
- Reconcile and post monthly client financial statements, post daily deposits and withdrawals.
12. Windows
Windows is a chain of operating systems that controls a computer and is developed by Microsoft. Every version of Windows consists of GUI (graphical user interface), with a desktop that allows the user to open their files.
- Created and input client information for windows based Infinity telephone answering service program.
- Participated in a mass deployment of the Windows Vista and Windows 7 Operating Systems to all users in my organization.
13. Client Accounts
- Coordinated opening new client accounts throughout global domiciles.
- Direct responsibility of trading within client accounts.
14. Troubleshoot
Troubleshooting is the process of analyzing and fixing any kind of problem in a system or a machine. Troubleshooting is the detailed yet quick search in the system for the main source of an issue and solving it.
- Entered client trade orders, respond to client inquiries, research questions, troubleshoot problems, and maintain accurate client records.
- Address client issues, troubleshoot, and resolve concerns through return and repair solutions.
15. Customer Inquiries
- Responded directly to customer inquiries regarding individual accounts and insurance policies.
- Responded independently of the Senior Management to customer inquiries including those that are more unusual or complex.
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List of client services administrator skills to add to your resume

The most important skills for a client services administrator resume and required skills for a client services administrator to have include:
- Customer Service
- Excellent Organizational
- Data Entry
- Phone Calls
- HR
- Outbound Calls
- PowerPoint
- Client Satisfaction
- Payroll
- Salesforce
- Financial Statements
- Windows
- Client Accounts
- Troubleshoot
- Customer Inquiries
- Inbound Calls
- Management System
- Scheduling Appointments
- Client Relationships
- Client Inquiries
- Client Issues
- Office Equipment
- Client Calls
- Customer Accounts
- Process Improvement
- Travel Arrangements
- Equities
- Customer Support
- SharePoint
- External Clients
- Customer Issues
- Account Maintenance
- HIPAA
- Client Reports
- Customer Complaints
- IRS
- Tax Returns
- Wire Transfers
- Client Expectations
- VMS
- Business Development
- Financial Reports
- Technical Issues
- QuickBooks
- Annuities
- Corporate Trust
Updated January 8, 2025