Top Client Services Assistant Skills

Below we've compiled a list of the most important skills for a Client Services Assistant. We ranked the top skills based on the percentage of Client Services Assistant resumes they appeared on. For example, 10.8% of Client Services Assistant resumes contained Independent Living as a skill. Let's find out what skills a Client Services Assistant actually needs in order to be successful in the workplace.

The six most common skills found on Client Services Assistant resumes in 2020. Read below to see the full list.

1. Independent Living

high Demand
Here's how Independent Living is used in Client Services Assistant jobs:
  • Provide client with emotional support and instruction in areas such as independent living and adaptation to disability or illness.
  • Demonstrated and modeled proper independent living skills for client in order to assist client in developing such skills.
  • Teach individuals with mental (Severely Mentally Ill), developmental, & physical disabilities independent living skills.
  • Educate client on using all service providers in support network to aid in independent living.
  • Assist clients in dressing, bathing, grooming, and other various independent living activities.
  • Maintain ongoing communication with clients regarding housing independent living, issues, compliance with M.H.
  • Assess each individual's abilities, interests and need areas to work toward independent living.
  • Worked with client associated with Turning Point Services for client to learn independent living skills.
  • Assisted client in planning and/or budgeting to enhance her independent living skills.
  • Assist clients with life skills to empower client for successful independent living.
  • Assist clients to develop pro-social behaviors and independent living skills.
  • Promote clients safety and progress toward independent living.
  • Complete training programs and encourage independent living skills.
  • Assist in training of independent living skills.
  • Promote and model independent living skills.
  • Help transition to independent living.
  • Teach consumers independent living skills and perform simple housekeeping skills * Maintain consumers' confidentiality

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2. Personal Care

high Demand
Here's how Personal Care is used in Client Services Assistant jobs:
  • Recorded daily activities and vitals-Escorted clients to appointments-Provided personal care to clients-Cooked client mean-Ran errands
  • Provide personal care for mentally and emotionally disturbed patients.
  • Administer or assist clients with personal care including bath or shower, hair, skin, mouth, and nail care.
  • Assist with personal care as needed * Perform therapeutic and passive range of motion exercises and assist with ambulation and transfers.
  • Provided personal care to patients including grooming (combing hair, trimming nails, brushing teeth, etc.)
  • Assist with household tasks directly essential to the patient/client's health and in accordance with the Personal Care Plan.
  • Implement training and provide direct assistance with activities of daily living skills and all aspects of personal care.
  • Assist clients with daily personal care, bathing or showing, brushing teeth, toileting, etc.2.
  • Support clients in learning a range of skills related to personal care, daily living and communication.
  • Provide personal care for clients, upon requests, including bathing, oral hygiene, and dressing.
  • Assist the client in daily personal care, toileting, clothing care, household duties and transportation.
  • Assist various clients with home care needs such as light housekeeping and assistance with personal care.
  • Provide personal care including: bathing, grooming, including oral care, and dressing.
  • Assist persons with personal care issues such as toileting, feeding, hygiene, etc.
  • Certificate of Completion Test Requirement of the State of New Mexico Medicaid Personal Care Services.
  • Assist clients with personal care, personal hygiene, transporting to doctor's appointments.
  • Assist Client with personal care: bathing, grooming, dressing and personal hygiene.
  • Light housekeeping, personal care as well as any other help clients may need.
  • Perform assigned functions of non-medical and personal care to the clients in their residence.
  • Assist clients in preparing meals, shopping, personal care and light housekeeping.

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3. Assist Clients

high Demand
Here's how Assist Clients is used in Client Services Assistant jobs:
  • Assist clients with developmental disabilities in completing daily activities, administer medications, accompany to Dr.
  • Assist clients in jewelry selecting by understanding and anticipating their requirements.
  • Assist clients with ambulation and self-administration of medications.
  • Assist clients in performing mild to moderate range of motion stretching and exercises, depending upon the client's individual flexibility.
  • Promote and protect clients' rights, assist clients to make informed decisions, treats clients with dignity and respect.
  • Assist clients in gathering and analyzing their needs and ideas to help formulate the desired design direction and subsequent creation.
  • Assist clients and co-workers with making and changing appointments, grooming tips, concerns, and maintenance of the pet.
  • Assist clients optimize tax savings by selecting tax preferred Retirement Savings Plans, Health Reimbursement Plans and other tax elections.
  • Assist clients in foreclosure defense litigation, estate planning, state & federal taxation issues, and real estate contracts.
  • Assist clients with finding primary care physicians, direct referrals for consults and establish communication for continuity of care.
  • Assist clients with electronic deposits, withdrawals, transactions, concerns with their account, and processed loan applications.
  • Help clients understand the legal agreements they will be making with the company - Assist clients in attaining disability benefits
  • Escalated client accounts through litigation procedures, verify, update, and correct all information to assist clients.
  • Assist the client with transfers and/or ambulation, assist clients with grocery shopping, meals and meal preparation.
  • Assist clients with activities of daily life such as bathing, dressing, eating, and walking.
  • Assist clients with medication needs as well as personal issues they may be having with the doctor.
  • Assist clients in resolving tax issues and follow up to ensure that tax records are correctly filed.
  • Prepare menus and meals to meet clients' needs; Assist clients to complete identified training programs.
  • Utilized COWS, CIWA scoring, administered medications to assist clients through the detoxification procedure and follow-up.
  • Assist clients by providing information, advisement and additional resources available to them in resolving legal concerns.

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4. Financial Statements

high Demand
Here's how Financial Statements is used in Client Services Assistant jobs:
  • Managed client reporting, including monthly and quarterly performance and portfolio specific newsletters; audited financial statements and daily transaction reports.
  • Assisted Relationship Manager with preparation and consolidation of financial statements.
  • Filed client financial statements and correspondence.
  • Created financial statements, management letters, engagement letters, and reports for professional staff, usually from rough draft.
  • Used SPSS to analyze a company's 5 years financial statements to determine loan risk
  • Process all financial statements and necessary paperwork between client, broker and dealer.
  • Gathered data from companies' financial statements and other materials.
  • Proofread and coordinated the assembly of client financial statements.
  • Prepared heavily formatted financial statements for Fortune 500 clients.
  • Maintain financial statements, progress and incident reports.
  • Assemble financial statements and other financial reports.

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5. Customer Service

high Demand
Here's how Customer Service is used in Client Services Assistant jobs:
  • Utilized extensive customer service experience and communication skills by conducting telephone conversations with customers, the sales department and other businesses.
  • Responded to multiple incoming telephone lines, scheduled customer limousine and chauffeur services, and provided consistently exceptional customer service.
  • Provided excellent customer service through proper presentation of information, handled customer complaints quickly by identifying problems and creating solutions.
  • Provided customer service for client order processing that consisted of promotional business products and advertising specialties.
  • Planned and developed strategies for communication, customer service, preparation of briefings and scheduling activities.
  • Hired to lead client orientation efforts by providing extraordinary customer service support to high-end clientele.
  • Focused team on providing high-quality customer service by building long-term relationships and customer satisfaction.
  • Interact with clients and create business relationships by providing exceptional customer service.
  • Served as a bilingual- Spanish speaking customer services representative providing English translations.
  • Provide excellent customer service to maintain a positive relationship with contacts.
  • Delivered exceptional customer service by performing transactions correctly and swiftly.
  • Provide excellent customer service accompanied with companionship and psychological care.
  • Restructured the delivery functions to provide more efficient customer service.
  • Supervised and scheduled 9 internal and external customer service agents.
  • Exhibit excellent customer service skills and comfortable explaining investment options.
  • Provided excellent customer service to individuals on a hands-on basis.
  • Work as a Producer s Assistant/Customer Service Representative.
  • Supported Human Resources Department and Customer Service Department.
  • Provide outstanding customer service and relationship building.
  • Provide professional and friendly customer service;

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6. Meal Prep

high Demand
Here's how Meal Prep is used in Client Services Assistant jobs:
  • Provided comfort care, meal preparation, and medication reminders; assisted with ADL's and transported clients as needed.
  • Assist clients with activities of daily living which include meal preparation, bathing, dressing, and administration of medication.
  • Assist clients with prescribed daily activities, such as exercise, meal preparation and personal hygiene and skin care.
  • Assist clients with daily living skills including: hygiene, house keeping, meal preparation, and communication.
  • Assist medically fragile clients with toileting, meal preparation, feeding as well as personal hygiene and grooming.
  • Assist client with minor things such as: telephone use, bathing, dressing, and meal prep.
  • Provide and/or supervise meal preparation and help clients to eat, enabling clients to participate in community life.
  • Assist clients with household duties including meal preparation, light housekeeping, and run errands as needed.
  • Provide meal preps for clients such as breakfast, lunch, dinner, and afternoon snack.
  • Moderate to light housekeeping, administering of medication, meal preparation, eating, and bathing.
  • Perform light housekeeping, prepare meal preparation and clean up and maintain an orderly client environment.
  • Perform meal preparation, feeding, bathing, oral hygiene, dressing and grooming.
  • Assist clients in duties that include meal preparation, room care and personal hygiene.
  • Assisted with household tasks such as meal prep, cleaning, and doing laundry.
  • Assist client with daily activities including meal preparation, light housekeeping, and laundry.
  • Assist in meal preparation based on dietary restricts and feed client when necessary.
  • Assist with meal preparation, shopping, run errands and transport to appointments.
  • Assist client with bathing, meal preparation, finances, toileting and transfers.
  • Demonstrated ability of performing: meal preparation, laundry, and light housekeeping.
  • Assist client with dressing, eating, meal preparation and grocery shopping.

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7. ADL

high Demand
Here's how ADL is used in Client Services Assistant jobs:
  • Handled IRS/DOL regulation testing and other related compliance requirements by specific deadlines to ensure plan qualification status.
  • Managed sensitive data projects with deadlines being met considerably early.
  • Prioritized projects given and maintained completion of deadlines of assignments.
  • Maintained quarterly statements to accurately meet statement production deadlines.
  • Worked flexible schedule to accommodate client advertising deadlines.
  • Advise the Financial Consultant of all time sensitive issues involving clients, compliance, as well as deadlines/cutoffs for monthly production.
  • Managed and prioritized various projects and followed up on all tasks to completion in a deadline-oriented, fast paced environment.
  • Prepared routine correspondence as requested and organized workload to comply with deadlines and priorities established by the principals.
  • Schedule home inspections within a predefined time line and coordinate repair requests, contractor quotes and repair deadlines.
  • Communicated frequently with team and staff members to ensure deadlines were met and department activities were coordinated.
  • Assist elderly client with ADL's cooking cleaning and assisting with doctor's appointments, medication reminder.
  • Assist clients with ADL's and collaborate with family to ensure accurate and timely treatment delivery.
  • Meet deadlines by working in a fast high-pressure environment while maintaining quality and error free work.
  • Scanned and assembled client tax returns Worked alongside other employees to meet client tax return deadlines
  • Provided the highest quality services, while meeting/exceeding deadlines, schedules, and quality/performance requirements.
  • Assisted with the coordination of work assignments to meet specific deadlines and services deliverable.
  • Complete assigned tasks to meet strict deadlines, delegate roles to supporting volunteers.
  • Compiled data for corrective actions of vendors with deadlines to correct issues.
  • Meet deadlines; maintain/update compliance files; prepare various reports/spreadsheets, etc.
  • Produced daily, weekly, monthly, and quarterly reports within deadlines.

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8. Client Service

high Demand
Here's how Client Service is used in Client Services Assistant jobs:
  • Assisted financial planners/brokers with daily investment operations, including daily client service, client correspondence and scheduling.
  • Delivered client service and managed processing of financial forms for accounts with broker-dealer and financial institutions
  • Provide administrative support to Operations Director and Managers, Client Services Representatives and Sales Representatives.
  • Discovered possible concerns impacting client service including communication, sales support, and problem resolution.
  • Handled telephone inquires* Trained New Client Service Assistants* Scheduled appointments for Marines and Sailors
  • Handled client service administration including interacting with clients, prospects and business associates.
  • Collaborated with several departments including Consulting Relations, Client Services and Product Management.
  • Participate in quality assurance activities to monitor and improve client service quality.
  • Assist Client Service Representative with client duties Prepared financial applications for clients
  • Provide client service techs with accurate information to process plan distributions
  • Support Client Services Coordinator in preparing company presentations.
  • Update customer activity log for client service representatives.
  • Prepare client service agreements, update client records, calculate client invoices, code and prepare vendor invoices, miscellaneous administrative duties
  • Provided administrative support for a Director of Client Service as well as the Vice President of Client and Strategic Relationships.
  • Worked as a client services assistant with a shelter focus, setting up and coordinating emergency shelter sites and volunteers.
  • Major Duties and Responsibilities: Perform all clerical and client service duties as required by the practice and its partners.
  • Handled incoming Client Service inquiries and provide information to internal associates and external clients by phone, email or fax.
  • Support the Account Executives with the creation and development of sales proposals and the Client Services team in year-end recaps.
  • Provided administrative support to the Client Service Department, ran and mailed monthly/quarterly reports to clients and accountants.
  • Support the client services department by taking phone calls, completing data entry and participating in effective communication.

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9. Daily Living Activities

high Demand
Here's how Daily Living Activities is used in Client Services Assistant jobs:
  • Monitor and record progress of individual service plan objectives during each visit to ensure client success in daily living activities.
  • Assist clients with daily living activities such as cooking, cleaning, transportation to and from work/ doctors appointment.
  • Provide a safe and therapeutic environment Assist youth in daily living activities Accompany clients on community visits and home visits
  • Assist client with daily living activities including housekeeping such as washing dishes, washing clothes and folding.
  • Job duties include assisting with daily living activities, personal hygiene care and aiding with routine medication.
  • Assist Client with daily living activities and personal grooming.
  • Supervised and provided help with daily living activities.
  • Assisted with daily living activities and completed client charts
  • Assist elderly clients with daily living activities.
  • Run errands for clients * Assist with daily living activities
  • Assist clients prepare food -Assist clients with daily living activities -Assist clients with medical app.
  • Assist clients with daily living activities Feeding Transportation to appointments Independent Client Care Pass Medications Preparing Meals

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10. Medical Appointments

high Demand
Here's how Medical Appointments is used in Client Services Assistant jobs:
  • Provided clients and staff with information around medical appointments, health benefits, medication and secured proper documentation.
  • Transport individual to vocational, recreation, medical appointments, and community activities
  • Accompany and attend social activities and medical appointments while ensuring their safety.
  • Provided transportation to and from medical appointments and personal activities.
  • Transfer and accompany elderly clients to medical appointments.
  • Provide transportation to medical appointments and other activities.
  • Transport to community services and medical appointments.
  • Transport residents of organization to medical appointments
  • Accompanied clients during medical appointments.
  • Schedule transportation and medical appointments.
  • Transport and accompany client to medical appointments when no other resources are available or if they are unable to go alone.
  • Prepare meal, provide safety and transport clients for medical appointments; assist clients with community outing and integration.
  • Arrange all medical appointments, assist client to appointments and with personal bathing and hygiene.
  • Transport clients to all scheduled medical appointments, grocery shopping, and run personal errands.
  • Assist in timely scheduling of primary care and other medical appointments to support client health.
  • Transport clients to and from any medical appointments, food store, and shopping stores.
  • Assist client to access the community through assisting with medical appointments, and shopping.
  • Monitor client activities for safety and escort clients to medical appointments as needed.
  • Provide a daily bathing, escort client to their medical appointments as necessary.
  • Transport clients to and from their day programs, and to medical appointments.

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11. Vital Signs

high Demand
Here's how Vital Signs is used in Client Services Assistant jobs:
  • Perform health related tasks like changing surgical dressing, monitor vital signs including blood pressure, temperature, respiration and pulse.
  • Assist residents with activities of daily living such as vital signs, grooming feeding, bathing, and toileting.
  • Check vital signs and administer oral medications under written direction of physician or as directed by home care nurse.
  • Total vital signs, complete room search, escort and receive clients from city, county and state officials.
  • Document client activities, care, services, medication, vital signs, and other occurrences throughout shifts.
  • Assist with patient's personal hygiene, take vital signs at every shift and prepare and serve meals.
  • Oversee collection of urine specimen for drug screens and complete and record vital signs as assigned.
  • Obtained vital signs, check blood sugar, record body weight and distributed medication.
  • Assist with eating, bathing, dressing, give medication, monitor vital signs.
  • Record vital signs including temperature, pulse and respiratory information in patient charts.
  • Monitor vital signs such as blood pressure, pulse, oxygen and temperature.
  • Record client intake and output as well as charting daily vital signs.
  • Assist clients with taking and monitoring of vital signs and blood glucose.
  • Perform and document blood pressure and temperature checks and other vital signs.
  • Administer medicine and obtain specimens, patient weight and vital signs.
  • Perform and record vital signs and checks throughout the day.
  • Monitor vital signs and blood sugar levels as needed.
  • Monitored client vital signs such as pulse and temperature.
  • Monitor and record vital signs and visual checks.
  • Record daily vital signs and skin assessments.

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12. Data Entry

high Demand
Here's how Data Entry is used in Client Services Assistant jobs:
  • Tested and approved data entry screens used to capture independent contractor information.
  • Entered data entry submissions and maintained confidentiality of all records.
  • Provided data entry and analysis to ensure accuracy.
  • Supervised book publication, transcribed attorney audiotapes, performed clerical tasks including data entry, mailings, and interfacing with vendors.
  • Assist clients over the phone and in person with data entry skills; prioritization in a fast paced working environment.
  • Reviewed documents, reports, and/or applications for omissions and inconsistencies, and ensure data entry was complete and accurate.
  • Assisted the program director and staff with clerical and data entry tasks as well as data collection for the program.
  • Performed a range of administrative duties, including appointment scheduling, member assistance, registration, and data entry.
  • Reviewed debtor files for fee arrangements, conducted data entry of claims, and assisted with mass mailings.
  • Provided service for brokers such as filing, answering phones, data entry and other duties as required.
  • Updated time-sensitive information in the main database; performed data entry for daily company reports; disbursed checks.
  • Greet clients, data entry on new applications on clients and keep updated files on existing clients.
  • Processed the data entry from statewide clinics (be it public/private providers) of flu registrations/vaccinations.
  • Perform data entry and scan all pertinent documents related to patients and all management documents.
  • Assist with data entry as guest enter and exit the building using Client Track.
  • Document all clinical support tasks to meet grant requirements which may include data entry.
  • Assist with the daily data entry for the completion of payroll processing by ADP.
  • Facilitate enrollment procedures; process intake forms, collecting documents and data entry.
  • Assisted with yearly Form 5500 filing and data entry for 401k clients.
  • Processed data entry with 10 key by touch, and typing.

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13. Patient Care

high Demand
Here's how Patient Care is used in Client Services Assistant jobs:
  • Complete documentation notes regarding patient care and notify supervisor of changes in patient's condition
  • Educate teammates on proper body mechanics, hygiene, use of gait belts, patient care and how to operate equipment.
  • Maintained record of patient care, condition, progress, or problem; helped them with their lesson plan
  • Complete documentation notes about patient care and notify primary care giver of any changes in client's condition.
  • Work with doctors, technicians, and other veterinary assistants to help offer the best patient care.
  • Provide patient care assistance with bathing, food preparation, dressing, grooming, and cleaning.
  • Communicated and consulted with staff members to determine optimal plans for patient care.
  • Maintained up-to-date knowledge of clinic policies regarding patient care and finances.
  • Follow established patient care plans and travel to patients' homes.
  • Provide direct patient care for clients in a private duty setting.
  • Document objective data and routine aspects of patient care Maintaining accurate records of patientcare, progress and concerns as needed.
  • Have completed the Hemodialysis Patient Care program at Central Georgia Technical College and have successfully passed the National CCHT exam.

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14. Phone Calls

high Demand
Here's how Phone Calls is used in Client Services Assistant jobs:
  • Conducted administrative support services: managed phone calls and scheduled appointments.
  • Handled multiple tasks from phone calls, payments, and walk - in clients and handling all in a concise matter.
  • Answer phone calls and direct calls to appropriate parties or take messages, ordering supplies, maintaining records management database systems.
  • Answer a high volume of phone calls with questions pertaining to the hospital, and general questions regarding the ASPCA.
  • Make phone calls to insurance carriers to obtain cash values, check policy status, and process address changes.
  • Perform receptionist and/or office switchboard duties as assigned and answer overflow phone calls and customer calls to provide updates.
  • Answered incoming telephone calls, responded to callers' questions, and referred to the appropriate staff member.
  • Assisted with general office tasks and special projects -Answered phone calls, made appointments, and basic office work
  • Assisted Client Representative with client phone calls, data entry, wiring money, faxing and filing.
  • Answer phone calls, schedule appointments, provide resources, and explain types of services offered.
  • Preform office reception duties such as filing, phone calls and client questions, and scheduling.
  • Answered telephone calls and conversed with clients and vendors regularly regarding inventory and resolving order issues.
  • Perform basic receptionist duties, such as answering phone calls, greeting clients and visitors.
  • Handled phone calls from clients when appropriate, transferred calls to brokers when required.
  • Managed phone calls, scheduled appointments, and ascertained eligibility to apply for assistance.
  • Interacted daily and worked directly with clients in the salon and through phone calls.
  • Assisted customers by answering phone calls, appointment scheduling and email reminders to clientele.
  • Managed incoming phone calls and answered general questions; entered or updated client file.
  • Managed incoming and outgoing phone calls at a very fast pace along with.
  • Performed back-up receptionist duties such as screening, answering and transferring phone calls.

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15. New Clients

average Demand
Here's how New Clients is used in Client Services Assistant jobs:
  • Guide new clients throughout a comprehensive intake process where applications and enrollment procedures were completed and suicide-screening test was delivered.
  • Planned and administered community seminars, assisted partners in maintaining communication with new clients.
  • Determined eligibility for new clients and maintained databases for existing clients and providers.
  • Scheduled and re-scheduled appointments in the front, added new clients, checked medical history and checked clients in and out.
  • Lead the Cycle of Service for the veterinary medical team, including actively recruiting new clients by promoting hospital services.
  • Perform data entry tasks in the computer such as scanning documents, entering new clients in database and tax program.
  • Assist and educate clients as a massage therapist and acquire new clients by means of referrals and marketing.
  • Coordinated communication with clients Aid director of clients with planning, organizing, and developing 10 new clients LEADERSHIP
  • Prepare letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
  • Handle new clients by setting up a time to meet with account manager to discuss services requested.
  • Screen new clients to see if they meet the firm's criteria for legal representation.
  • Team member in efforts to help expand firm and increase number of new clients.
  • Processed 401(K) paperwork for new clients and other investment accounts.
  • Prepare reports and maintain records; seek out new clients with quality leads.
  • Ensured compliance with banking policies & procedures and generating leads for new clients.
  • Act as first point of contact for all current and new clients.
  • Recruit new clients in the program by doing individual and team outreach.
  • Send to admission new clients and discharge clients from Santa Maria Hostel
  • Plan and implement business development approaches to attract new clients.
  • Maintain long-term client relationships and secure new clients through referral.

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16. Scheduling Appointments

average Demand
Here's how Scheduling Appointments is used in Client Services Assistant jobs:
  • Perform clerical work at the Resource Center by filing, answering phone calls, assisting clients, and scheduling appointments.
  • Perform front desk/reception tasks including taking phone calls, scheduling appointments, fielding client questions and requests.
  • Adhere to established processes for scheduling appointments for current and prospective clients with correct attorneys.
  • Assist clients with scheduling appointments, answer phones, assist walk-in clients.
  • Assist 55+ doctors in scheduling appointments and diagnoses of patients.
  • Assisted clients by Scheduling appointments to view and evaluate properties.
  • Assist with doctor's appointments and scheduling appointments.
  • Assist with daily living skills Transport clients to doctor appointments/scheduling appointments.
  • INTERN EXPERIENCE 2011 Assisted in customer service, greeting clients, scheduling appointments and answering phones.
  • Travel arrangements and booking Customer Service Scheduling appointments Answering and transferring calls, providing information and taking messages Clerical duties Data Entry

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17. Safe Environment

average Demand
Here's how Safe Environment is used in Client Services Assistant jobs:
  • Provided companionship and ensured a nurturing and safe environment.
  • Monitor sports and recreational activities to ensure safe environment.
  • Provide a safe environment and promote quality client care through adherence to establish policies, procedures and health standards.
  • Maintain a safe environment for clients at all times, and taking into consideration their special needs.
  • Maintain a clean and safe environment for our employees, clients, and their pets.
  • Ensured client and family member that they were in safe environment and receiving excellent care.
  • Provide a clean home and safe environment for clients, administer medication on time.
  • Maintain safe environment and respect for residents' rights at all times.
  • Assist clients by providing a safe environment in and outside of property.
  • Maintain a clean and safe environment for both residents and staff.
  • Maintain home by cleaning to sustain a healthy and safe environment.
  • Clean client's home and insure a safe environment.
  • Assist to provide a safe environment for patients.
  • Maintain a clean and safe environment for clients
  • Make sure Client has a safe environment.
  • Provide clean and safe environment.
  • Provide safe environment for clients Scheduled medical appointments and accompany clients to doctor's offices and other trips outside the home.
  • Promoted personal safety and safe environment for clients Assist with ADL'S Personal Hygiene Medication Reminder Grocery Shopping Meal preparation

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18. Health Care

average Demand
Here's how Health Care is used in Client Services Assistant jobs:
  • Provide instructions and updates to clients' families or medical provider per client's wishes regarding client's health care plan.
  • Worked closely with Home Health Care Services to ensure continuing services and ordering medical equipment for home care use.
  • Coordinate with local and state agencies and other health care providers to provide care for children and adults.
  • Processed extended health care benefit claims and submitted to providers for reimbursements, on behalf of the clients.
  • Provided executive level administrative support for four principals, managers and staff of health care tax team.
  • Provided excellent client relations for a small, privately owned collection agency specializing in health care accounts.
  • Green Bay, WisconsinPerson Care WorkerProvide home health care for clients living in Tomahawk and Merrill Wisconsin.
  • Provided in-depth explanation as to clients' health care solutions and information about their coverage.
  • Serve as an advocate for participants' with health care providers and other community agencies.
  • Assist with household services that are essential to the client's home health care.
  • Educated Clients on proper vaccine schedules and basic preventative health care for their pets.
  • Communicate with file handlers, and health care providers to resolve claim issues.
  • Operate as a cultural navigator for clients in a health care setting.
  • Instruct and informed clients on health care issues regarding hygiene and nutrition.
  • Assisted with shopping to meet the consumer's health care or nutritional needs
  • Assist Spanish speaking clients with intake and mental health care related issues.
  • Maintain an excellent work ethic while providing home health care for clients.
  • Entered and ordered various tests as requested by health care providers.
  • Confer with health care specialist to best address clients needs.
  • Attend health care related appointments with clients within the community.

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19. Transport Clients

average Demand
Here's how Transport Clients is used in Client Services Assistant jobs:
  • Transport clients to locations outside home, such as to physicians' offices or on outings, using a motor vehicle.
  • Transport clients to appointments (hair, doctor) grocery stores, company dances, and other company endorsed events.
  • Support client interests and community inclusion, transport clients to and from day treatment programs, home visits and appointments.
  • Assist clients in daily hygiene routines, administer medications, transport clients to functions in the community/including doctor appointments
  • Transport clients, help them maintain the ability to read, write, speak, understand or communicate sufficiently
  • Transport clients to field trips to teach them how to function day to day in the community.
  • Transport clients to and from appointments and assist where needed when client need assistant.
  • Transport clients to and from activities, doctor appointments, workshop, etc.
  • Drive company vehicles to transport clients to their activities and appointments.
  • Transport clients to and from appointments, workshops and grocery shopping.
  • Transport clients to school, as well as community outings.
  • Transport clients to scheduled physician and/or dental appointments or programs.
  • Schedule and transport clients to various physician and/or dental appointments.
  • Transport clients to doctor appointments or to run short errands.
  • Transport clients to employment, doctor appointments, etc.
  • Transport clients to grocery stores and doctors' appointments.
  • Transport clients to appointments, errands and social outings.
  • Transport clients to potential homes and provide guided tours.
  • Transport clients to appointments and to Day Service facility.
  • Transport Clients' on their outing and activities.

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20. Direct Support

average Demand
Here's how Direct Support is used in Client Services Assistant jobs:
  • Risk management * Received certification for Direct Support Professional year 1 and 2 from the California Department of Developmental Services
  • Perform online training and testing in the field of Direct Support, caring for clients with special needs.
  • Direct support to all employees, including sales teams and management, on various assignment and projects.
  • Direct support to team of over ten associates, including one executive and three managers.
  • Provide direct supports to individuals to promote personal growth and wellness.
  • Direct Support Professional (1984 to 1996).
  • Direct Support Professional- 1961 Parish Rd.
  • Direct Support Professional 10/2011-2/2015 Provide care for developmentally disabled men.
  • Provided direct support to various financial advisors.
  • Canton, Ohio I have held the position at ResCare Health as a direct support professional, for two years.
  • Direct Support Professional [ ] Responsible for the welfare of the consumers who lived at the facility.
  • Related Experience Direct Support Staff, Continental Guest Home Adult Residential Facility.
  • Cloud, MN 56301 Direct Support Professional.
  • Supported Community Part-time staff Des Moines, IA Direct support to clients in their homes.
  • Direct Support Professional Long Island, Assist all clients in achieving and mastering their goals.
  • Direct Support Professional 2013 to 2014 Work directly with clients with mental complications.
  • Direct support professional Ability to establish and maintain effective relationship With the client.
  • Direct Support Staff 01/2005 - 11/2007 Sunrise Bartow, FL Supported clients to achieve their desired quality of life.

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21. Mental Health Services

average Demand
Here's how Mental Health Services is used in Client Services Assistant jobs:
  • Assist clients in obtaining mental health services, medications and resources as needed.
  • Coordinate services for family treatment, including educational and vocational counseling and mental health services as needed.
  • Worked closely with Psychiatrists, who provided mental health services to HIV, MH patients, and to general prison population.
  • Mentored clients and worked as part of a team which provided mental health services focused on the direct needs of consumers.
  • Helped to coordinate the delivery of mental health services to children and adolescents experiencing a mental health crisis.
  • Adhered to strict codes of ethics and policies maintained by mental health services that are implemented by state laws.

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22. Medication Administration

average Demand
Here's how Medication Administration is used in Client Services Assistant jobs:
  • Maintain a clean working environment, daily charting regarding clients cares and monitor medication administration.
  • Administered medications and documented in the Medication Administration Record.
  • Document medication administration and a summary of each shift.
  • Facilitate proper medical care including medication administration for clients.
  • Complete daily documentation including medication administration and reports.
  • Assist client in their homes with activities of daily living, monitor and record vital signs, assist with medication administration.
  • Assisted clients with their daily activities Vital signs and assisted with medication administration Assisted with shopping, special events, activities
  • Detailed record keeping, including medication administration records; daily shift reports; daily client progress notes; incident reports.
  • Assisted with an array of duties including medication administration, bathing, meal preparation, exercise if applicable, etc.
  • Assist the clients with daily living skills, social skills, medication administration, finances, hygiene, etc.
  • Assist clients with daily activities such as meal preparation and planning, medication administration, and personal care.
  • Participate in all required certifications such as medication administration, First Aid and CPR.
  • Maintain required certification in CPR, medication administration, and first aid.
  • Assist clients with medication administration to insure compliance with written physician orders.
  • Administer medications as directed in the Medication Administration Record (MAR).
  • Attend training and perform all duties involving clients medication administration as required.
  • Perform crisis interventions with clients, deescalating situations, and managing emergency situations Monitoring client's medication administration and provided transportation.
  • Monitor medication administration, maintain a clean working environment,cook meals for clients.
  • Maintain group home; clean daily and cook meals Medication administration
  • Help consumers manage money * Community Integration * Medication Administration * Accurately document consumers' daily activities as per company policy.

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23. Client Relationships

average Demand
Here's how Client Relationships is used in Client Services Assistant jobs:
  • Developed collaborative client relationships which create business opportunities and performed extensive administrative support duties for VP, Counsel.
  • Developed highly empathetic client relationships and earn reputation for meeting monthly sales goals.
  • Assisted in managing client relationships by identifying client communication needs.
  • Managed client relationships, business operations, integration of new business
  • Worked with client relations, consultant relations, and sales to service and maintain their client relationships.
  • Consulted with clients on investment opportunities, providing elite service and nurturing trust in all client relationships.
  • Assist in managing and building highly personalized client relationships that ensure the client's expectations are exceeded.
  • Managed client relationships, coordinated activities of finance, and outside vendor agreements.
  • Key role was management support and maintenance of positive client relationships.
  • Establish long term client relationships Detailed fact finding sessions to determine needs of client.
  • Assisted FAs in the ongoing development and maintenance of effective client relationships.
  • Obtained Series 7 and Series 66 Licensing * Assist financial advisor in the ongoing development and maintenance of effective client relationships.
  • Achieved awards for highest level of customer satisfaction Maintain client relationships with the utmost privacy Mentoring and training new agents.

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24. Everyday Personal Needs

average Demand
Here's how Everyday Personal Needs is used in Client Services Assistant jobs:
  • Help with everyday personal needs such as toileting, bathing and grooming.

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25. Client Information

average Demand
Here's how Client Information is used in Client Services Assistant jobs:
  • Facilitated obtaining potential client information and potential needs as well as establish them within company procedures.
  • Scheduled appointments, updated client information & databases, maintained files organizing business travel & itineraries.
  • Entered new client information and updated information for existing clients into database.
  • Update Client information, Demographics and offer Administrative support to Supervisor.
  • Gathered client information and completed tasks to support underwriting decisions.
  • Informed client Information Technology on product life and upcoming announcements.
  • Entrusted with handling confidential client information.
  • Assist clients in determining paperwork needed for an interview and updating confidential client information into the NMCRS CAP computer program.
  • Manage client information - prepare client reports, submit and follow up on necessary paperwork, regularly update CRM.
  • Maintain client database by keeping up to date notes, document meetings and storing electronic client information.
  • Organize files, maintain database, update client information, and assist with marketing and advertising.
  • Maintained tax assembly process and provided up-to-date client information to the Clifton Larson Allen internal database.
  • Communicate necessary client information to Program Manager, Case Manager and other staff as required.
  • Job description: Input new client information, making and sorting through shipments, answering phones
  • Verify all client information and document the reason for the call and actions taken.
  • Develop systems to organize client information such that it is readily available upon request.
  • Collect client information, as needed, for NYSERDA and OTDA related programs.
  • Prepared and distributed reports, newsletters, client information, and advisories.
  • Recorded disaster client information into the Client Assistant System (CAS).
  • Gather client information and input data into system for other departments.

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26. Daily Needs

average Demand
Here's how Daily Needs is used in Client Services Assistant jobs:
  • Provided basic care to elderly clients including delivery of meals, visiting and daily needs.
  • Assist clients with daily needs according to guidelines set up by nurse.
  • Provide companionship as well as assisting these clients with their daily needs.
  • Assisted clients with daily needs, ensuring safety and confidentiality.
  • Order a supply of cash to meet daily needs.
  • Assisted clients with daily needs and cares.

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27. Front Desk

average Demand
Here's how Front Desk is used in Client Services Assistant jobs:
  • Respond to customer inquiries, concerns, and surveys and manage the front desk team to ensure consistent customer service.
  • Respond to email, relieve front desk, log in patients upon arrival, and schedule follow-up appointment if necessary.
  • Trained all departments on procedures for covering the front desk, greeting clients, screening phone calls, etc.
  • Maintain front desk presence by meeting, greeting, and directing clients, contractors, vendors, and guests.
  • Handled all front desk responsibilities; including calendar management, phones, scheduling, billing and customer service.
  • Coordinate maintenance of the front desk reception area equipment, furniture, lighting, applications, and brochures.
  • Front Desk Reception, Volunteer Coordinator, Van Driver, Meals On Wheels Coordinator, Craft Leader
  • Accept letters and packages, deliver to the front desk and distribute it to appropriate staff.
  • Performed specimen preparation and data entry as well as front desk and administrative functions.
  • Front desk reception, check in clients and refer them to appropriate case manager.
  • Assisted additional duties at the front desk by answering incoming calls and greeting clients.
  • Handled front desk reception such as, answering phones and greeting walk-in customers.
  • Managed responsibilities of the Client Services Assistants at the front desk.
  • Answered and forwarded incoming telephone calls at front desk as requested.
  • Work front desk, file any and all paper work.
  • Coordinate maintenance of the front desk reception area equipment.
  • Created and managed schedules for my front desk co-workers.
  • Managed all aspects of the front desk.
  • Front desk and back office skills.
  • Manage front desk and client flow.

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28. Household Chores

average Demand
Here's how Household Chores is used in Client Services Assistant jobs:
  • Maintain household chores: cleaning, laundry, shopping, appointments, money management, and errands.
  • Assist with household chores; change bed linens and do some light laundry or cleaning.
  • Assisted with client's daily hygiene, meals, errands, and household chores.
  • Encouraged and instructed clients to cook own meals, household chores and hygiene expectations.
  • Help with household chores such as laundry, dishes, and cleaning.
  • Assist with household chores, appointments, shopping, and activities.
  • Prepare meals and domestic household chores.
  • Plan clients' daily activities, which may include household chores, activities, learning activities, physical fitness activities.
  • Assisted clients with technological assistance & household chores and tasks Accompany members to social activities
  • Maintain household chores pertaining to clients, i.e.

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29. Treatment Plans

average Demand
Here's how Treatment Plans is used in Client Services Assistant jobs:
  • Presented and explained detailed treatment plans, invoiced and processed\payments.
  • Document case activities and develop person-centered clinical treatment plans.
  • Maintained anecdotal notes on patients as well as provided weekly reports on the tracking of authorizations for treatment plans of clients.
  • Utilize treatment plans to help clients accomplish their goals and meet legal mandates by DJJ, DFACS, and/or BOE.
  • Complete clinical notes, develops and assists in individualized Master Treatment Plans, Treatments Plans reviews, discharge planning.
  • Assist clients with developing treatment plans and utilize therapeutic interventions to aid in attaining goals.
  • Assure the maintenance of case management records with appropriate reviews and updating of treatment plans.
  • Process the pets into the computer and inform the owner about procedures and treatment plans.
  • Preformed assessments, goal setting, progress notes, and treatment plans.
  • Develop treatment plans with treatment leaders, family workers, and therapist.
  • Educated client's families on behavioral issues and related treatment plans.
  • Preformed office clerical work, attended & participated in treatment plans.
  • Provide support and assistance to individuals according to their treatment plans.
  • Follow doctor's order for home treatment plans and administer medication.
  • Consult with clients about most effective treatment plans concerning physical health.
  • Develop client treatment plans based on client histories & needs.
  • Create treatment plans in collaboration with patient.
  • Complete all treatment plans, Biopsychosocial history assessments annually using the Electronic Medical Record.
  • Experience with completing treatment plans, diagnostic evaluations, notes, and 90 day reviews in a timely manner.
  • Set up meal plans, communication with state and guardians for treatment plans Improved general quality of life for clients

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30. CPR

low Demand
Here's how CPR is used in Client Services Assistant jobs:
  • Certified to perform CPR, First Aid and Approved Medicine Administration Personnel (AMAP).
  • Red Cross First Aid and CPR instructor (both volunteer and salaried) 20 Years
  • Completed CEU's in CPR, administering medications, and client hold/release techniques.
  • Obtained Medication Pass Certification, and CPR and First Aid Certification.
  • Maintained all confidential personnel files, and CPR compliance records.
  • Give first aid and conduct CPR where necessary
  • Take Vital Signs, CPR Certified.
  • Earned CPR, First Aid, and CPI Certificates.
  • Certified in CPR, MANDT, and Med.
  • Assist client with accomplishing goals Trained in Scrip-R, CPR and First Aide
  • Assisted people with mental disabilities Distributed medication Certified in CPR & First Aid
  • Blood pressure, etc) Qualified Certification CPR Certificate.
  • Completed CPR and First Aid Training with "We R CPR" on Shallowford Rd.

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31. Recreational Activities

low Demand
Here's how Recreational Activities is used in Client Services Assistant jobs:
  • Accompany individuals to several volunteer sites and recreational activities in the community.
  • Encouraged client to engage with residential community with social and recreational activities.
  • Provide and facilitate recreational activities for clients with disabilities.
  • Coordinate recreational activities and provide transportation for clients.
  • Accompany clients to appointments and recreational activities.
  • Organized and directed recreational activities with elderly patients
  • Coordinate and participate in recreational activities.
  • Provide leisure/recreational activities of clients choice.
  • Assist clients with financial management, routine personal issues, education and recreational activities and other life issues as needed.
  • Provide companionship for client, Supervise clients in recreational activities both on campus and off campus.
  • Assist with providing a higher standard of living such as shopping and recreational activities.
  • Take client to recreational activities, read, sing and solve puzzle.
  • Involved patients with recreational activities, and restrained violent patients.
  • Assist clients with recreational activities to help maximize their independence.
  • Assist with recreational activities, transport and appointments.
  • Support client's recreational activities and events.
  • Take clients for recreational activities.
  • Provide recreational activities for clients.
  • Create indoor and outdoor recreational activities Document clients' participation and behavior, daily reports, and assessment.
  • Completed daily charts for care.Assist with recreational activities, transport and appointment.

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32. Developmental Disabilities

low Demand
Here's how Developmental Disabilities is used in Client Services Assistant jobs:
  • Provide clients with Developmental Disabilities with supervision, training and assistance with self-care, socialization, communication and behavioral management.
  • Provided transport service to individual with developmental disabilities to and from scheduled appointments, personal errands and recreational activities.
  • Provide direct support to individuals with developmental disabilities, provide assistance with independent living goals and accessing the community.
  • Encourage clients with Developmental Disabilities to participate fully in community life.
  • Worked with individuals primarily with developmental disabilities.
  • Direct support to clients with developmental disabilities.
  • Cared for the developmental disabilities clients of four women, ages from 40 years and up.
  • Level II therapeutic group home for adults with Intellectual and developmental disabilities.
  • Adhere to the Ohio Department of Developmental Disabilities standards for passing Medications, as well as keep all certifications current.
  • REACH; Juneau, Alaska Supervising and supporting adults experiencing developmental disabilities; within various 24 hour care settings.
  • Coordinated services for the adult patients of The Stanley S. Lamm Institute for children/adults with neurological and developmental disabilities .
  • Full time position Responsible for the care of clients diagnosed with physical, mental, and developmental disabilities.

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33. Blood Pressure

low Demand
Here's how Blood Pressure is used in Client Services Assistant jobs:
  • Monitor and record vitals, including blood pressure, pulse, respiration, temperature, and weight.
  • Assisted with Blood Pressure, Temperatures, Weight Weighing, A ministering Medication.
  • Perform laundry, cooking, cleaning, serving meals, monitoring blood pressure.
  • Prepare meals, assist with medications, take pulse, and blood pressure.
  • Record patient's temperature, pulse, respiratory rate and blood pressure.
  • Observed, monitored and conducted periodic temperature and blood pressure checks.
  • Take sugar blood test and blood pressure before and after meal.
  • Complete blood pressure and heart rate monitoring and chart outcome.
  • Perform blood sugar level testing and blood pressure checks.
  • Assist with blood pressure and blood sugar checks.
  • Distribute prescribed medication in a timely manner, change catheters, change diapers, and check blood pressure.
  • Prepare meds, perform blood pressure checks and prepare meals.
  • Check clients blood pressure Kept records of daily paperwork Basic house cleaning, errands

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34. Daily Tasks

low Demand
Here's how Daily Tasks is used in Client Services Assistant jobs:
  • Assist elderly client in completing daily tasks such as bathing and grooming; shower assistance, shampooing hair, and dressing.
  • Ordered, sorted & set up supplies for technician s availability for daily tasks.
  • Volunteered at various nursing homes, assisting the elderly with their daily tasks.
  • Assisted Auditing team working exclusively on the GMAC Engagement in completion of daily tasks
  • Assist client at home with physical and mental daily tasks.
  • Assist clients with dressing bathing and other daily tasks as necessary
  • Navigate through multiple computer programs to complete daily tasks.
  • Managed employee daily tasks and metrics.
  • Completed daily tasks per attorney in regards to each caseload (75+ tasks per attorney per day).
  • Provided basic assistance with daily tasks,companionship, and growth throughout the community.
  • Assisted client in daily tasks and household responsibilities 2.

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35. Client Files

low Demand
Here's how Client Files is used in Client Services Assistant jobs:
  • Maintain all client files in confidentiality and demonstrates appropriate confidentiality in dealing with clients.
  • Documented confidential information into client files proprietary database software.
  • Updated and maintained current client files, assigned living arrangements, and made referrals to entitlement and service providers.
  • Prepared and maintained client files, completed policy applications, entered data for financial plans and illustrated product proposals.
  • Opened, logged and managed new client files, scanned materials, answered phones, assisted at closings.
  • Greet clients, Answer Phones, Create files, Manage and update all client files and personal information.
  • Managed electronic conversion of client files into our network system and trained all staff on office systems.
  • Maintained and updated client files and produced pertinent documents and letters for personal and business clients.
  • Managed client files including address changes, sorted and distributed mail, ordered supplies, special projects
  • Monitor and coordinate gathering of various forms and documents for set up of client files efficiently.
  • Maintained client files, including all signed applications and forms according to Willis compliance requirements.
  • Organized client files, copied and faxed documents, kept forms and prospecting materials well-stocked.
  • Maintained client files in keeping with broker compliance requirements allowing for clean audits each year.
  • Photocopy and scan client files; receive incoming deliveries and distribute mail to staff.
  • Maintained client files and prepared sales materials and other reports for prospects.
  • Set up client files correctly and obtained necessary health information.
  • Maintain client files with up to date information as directed.
  • Create and maintain client files, records and update information.
  • Managed the transfer of client files among sales representatives.
  • Maintain client files and send correspondence via facsimile.

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36. Travel Arrangements

low Demand
Here's how Travel Arrangements is used in Client Services Assistant jobs:
  • Coordinated all travel arrangements for attorneys in the New York office and occasionally international offices.
  • Maintained confidential correspondence, scheduled meetings and made travel arrangements.
  • Make travel arrangements and accommodations for Field Service Technicians.
  • Prepared expense reports and assisted with making travel arrangements.
  • Coordinated all travel arrangements and expense reports.
  • Make travel arrangements and maintain itinerary.
  • Planned and coordinated luncheons; arranged and organized the details of special events, travel arrangements, and itineraries.
  • Set up meetings, conference calls and travel arrangements; distributed incoming mail and prepared outgoing mail.
  • Handled travel arrangements, schedule keeping and expense reporting for upper management, new recruits and employees.
  • Schedule appointments, complete money transactions, prepare marketing material, lectures and travel arrangements.
  • Scheduled and coordinated all meetings, appointments and travel arrangements for managing and senior partners.
  • Coordinated travel arrangements, attorney and client meetings, and performed other assignments as requested.
  • Scheduled and coordinated meetings, travel arrangements, and itineraries for CEO and VP.
  • Scheduled meetings, conference calls and coordinated travel arrangements for clients and firm personnel.
  • Scheduled client meetings, coordinated travel arrangements, prepared global time and expense reports.
  • Coordinate meetings, travel arrangements, and training sessions along with catering for clients.
  • Arranged lunch and dinner reservations as well as travel arrangements for C-level executives.
  • Aided office manager with event planning and travel arrangements for CEO.
  • Manage and maintain schedules, appointments and travel arrangements.
  • Processed expense reports, check requests and travel arrangements.

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37. Support Clients

low Demand
Here's how Support Clients is used in Client Services Assistant jobs:
  • Support clients with integration opportunities.
  • Support clients walking the mall, painting ceramics, watching movies, sports and other social activities encouraging socialization.
  • Plan and support clients in daily activities, learning activities, physical fitness activities, and money management.
  • Make periodic visits to clients' residences as needed to assist and support clients' various needs.
  • Support clients to participate in activities that are as culturally normative and age appropriate as possible.
  • Support clients and give them the tools they need to better their quality of live.
  • Develop innovative programs to support clients in all aspects of job search and retention.
  • Support clients with health care plans and train clients on good health care techniques.
  • Maintain positive and upbeat disposition to support clients in their time of need.
  • Support clients with improving attention span and completions of assigned tasks.
  • Support clients with developmental skills in natural setting in their community.
  • Support clients by assisting them with maintaining a healthy life style.
  • Support clients with mental heath difficulties through any of their episodes.
  • Support clients in suitable meal selections using ADA exchange system.
  • Support clients' physical activity and diet plans.
  • Support clients in day-to-days tasks.
  • Mentor, coach, and support clients in their struggles.
  • Coordinate services via telephone with Cenpatico representatives to assist with information gathering to support clients with upcoming services.
  • Obtained and maintained all required certifications and trainings and applied the information to support clients.
  • Support clients' post-partum needs.

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38. Real Estate

low Demand
Here's how Real Estate is used in Client Services Assistant jobs:
  • Provide legal services relating to commercial and residential real estate transactions and relevant local and state property tax regulations.
  • Interview prospective clients, accompany clients to property sites, discuss conditions of sale, and draw up real estate contracts.
  • Guide day-to-day administrative functions for a busy branch of the world's largest commercial real estate services and investment firm.
  • Assisted two loan officers with real estate home construction loans and mini perm construction loans for high profile clients.
  • Assist clients in design layout and copy writing in promoting real estate professionals and Multi-Million dollar Estate properties.
  • Assisted 8 real estate brokers in the sales and leasing of retail, office and industrial properties.
  • Worked with the client manager to negotiate a business contract with the real estate company.
  • Designed interactive user interface for in field use by over 50,000 real estate sales agents.
  • Coordinated open houses with real estate agents and clients for office and industrial properties.
  • Assist small business clients in loan proposal review and real estate loan structuring.
  • Draft closing document checklists and other real estate loan and acquisition related documents.
  • Build and maintain weekly real estate ads for bend and California accounts.
  • Assist clients with documents related to buying or selling real estate.
  • Performed a needs assessment for a local real estate company.
  • Serve clients both in residential and commercial real estate.
  • Experience with MLS, real estate contract form software.
  • Market and sell houses and commercial real estate.
  • Assisted attorney in reviewing real estate contract.
  • Worked as an intermediator between the real estate company and the designers of the company.
  • Implemented a timeline and two detailed market plans for the real estate company.

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39. Skin Care

low Demand
Here's how Skin Care is used in Client Services Assistant jobs:
  • Help client with routine hair/skin care, escorting client to doctors office, and transfer from bed to wheelchair.
  • Keep current with all skin care products, make up and hair products.
  • Assist with general skin care when skin is unbroken and when any chronic skin problems are not ac ve.
  • Provided skin care along with ROM and repositioning.
  • Skin care to maintain the health of the skin 3.
  • Provide good skin care to avoid bed sores.

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40. Everyday Needs

low Demand
Here's how Everyday Needs is used in Client Services Assistant jobs:
  • Cared for elderly and assisted in everyday needs
  • Provided everyday needs to disabled individuals
  • Direct care, cooking, cleaning, checking vitals, and taking care of the residents everyday needs.
  • Help people with disabilities with basic everyday needs such as cleaning, cooking and bathing.
  • Job required Elderly Care, Assisted living, Helping Elderly with everyday needs.
  • Assisted the elderly with everyday needs and kept them company.

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41. Powerpoint

low Demand
Here's how Powerpoint is used in Client Services Assistant jobs:
  • Generated detailed excel spreadsheet and PowerPoint quarterly status reports to executives using internet research software.
  • Created PowerPoint presentations for Plan Administrator.
  • Created PowerPoint presentations which included: importing maps, trend charts and graphs from Microsoft Word and Microsoft Excel.
  • Prepare PowerPoint decks consisting of strategic financing options and peer & industry analysis to discuss with clients.
  • Trained and skilled in Microsoft Word, Microsoft Outlook, Microsoft Excel and Microsoft PowerPoint.
  • Created documents using various software packages, including Microsoft PowerPoint, Excel and Word.
  • Created PowerPoint presentations for institutional and broker-dealer clients with graphs and charts.
  • Created, modify and maintain PowerPoint presentations as well as Excel spreadsheets.
  • Utilize creativity and writing skill to create attractive and informative PowerPoint projects.
  • Prepared and distributed PowerPoint presentations, books and materials for Board Meetings.
  • Create graphs and charts with Microsoft Excel and PowerPoint.
  • Prepared final reports to clients in MS PowerPoint format.
  • Created PowerPoint presentations used for meetings with clients.
  • Reported results using Excel and PowerPoint.
  • Input clients information Present PowerPoint Presentations
  • Created Financial Planning updates utilizing online database, Microsoft Word, Excel and PowerPoint 3.
  • Developed several Powerpoint presentations for sales person(s) to use on appointments.
  • Salt Lake City, Utah - Unarmed Security Powerpoint.

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42. Medical Records

low Demand
Here's how Medical Records is used in Client Services Assistant jobs:
  • Verified of documentation necessary for timely collections of patient accounts including requesting and collecting medical records.
  • Maintained confidential medical records, top wellness plans sale recipient, general administrative support.
  • Maintain prescribed daily documentation including medical records progress notes and incident reports.
  • Forwarded supportive medical records and documents to insurance companies.
  • Collect correct information and ensuring all medical records in PetWare data system are accurate and up to date.
  • Maintained, filed, and pulled medical records as well as completing medical record requests.
  • Request medical records, and send the appropriate records to the Social Security Administration.
  • Gather medical records related to patient's diagnosis, and register new patients.
  • Assist with maintenance of medical records, monitor consumer interaction and safety.
  • Managed the Protected Health Information and release of medical records to patients.
  • Generate correspondence as required (medical records requests).
  • Maintain mental health file and electronic medical records.
  • File and maintained medical records/ Dr. Notes.
  • Maintained medical records for clients.
  • Managed the successful rollout of 5 new releases of the Sunrise Enterprise Suite of Electronic Medical Records systems.
  • performed custodial duties for accounts such as third party follow up for release of medical records;

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43. Special Needs

low Demand
Here's how Special Needs is used in Client Services Assistant jobs:
  • Assist clients with special needs in the areas of personal hygiene, feeding, toileting and daily living skills.
  • Completed extensive work with estate trusts, special needs beneficiaries, Medicaid, and Veterans Aid and attendance.
  • Guide and direct special needs clients while they are attending the West Greenwich Community Center.
  • Provide assistance with clients' special needs, such as helping those with wheelchairs.
  • Work with Special Needs adult in her home and in community.
  • Take care of adults with special needs assisting them on outings.
  • Work in a self paced environment Skilled in working with special needs individuals

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44. New Accounts

low Demand
Here's how New Accounts is used in Client Services Assistant jobs:
  • Handled the opening of all new accounts and as well as keeping up of customer relations while providing excellent customer service.
  • Processed and followed up on operational duties linked to new accounts, risk management, funds cashiering and order entry.
  • Enter new accounts, perform basic skip tracing (locate new addresses & employers).
  • Service client needs, train on the new clearing house for accessing their new accounts.
  • Opened new accounts, processed all paperwork to home office in Louisville KY.
  • Handled an average of 10-15 new accounts and/or account updates per week.
  • Set up computer and paper files for new accounts.
  • Cross sell bank products, open new accounts.
  • Opened new accounts (Individual/Joint, Corporations, Trust, Offshore, LLC, etc.)
  • Assisted Financial Advisor with detailed procedures for setting up new accounts and ensured that relevant documents were acquired and updated.
  • Account Setups - Customer Support: Processing new accounts in a high volume atmosphere.
  • Open new accounts and keep files current and compliant with Finra regulations.
  • Vault Teller Opened New Accounts Assisted client with account issues
  • Open New Accounts /IRA/Trusts Assist Clients with account distributions/contributions Marketing/Monthly Newsletter and Event planning Maintain Advisor Calendar and Client Review Schedules

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45. Expense Reports

low Demand
Here's how Expense Reports is used in Client Services Assistant jobs:
  • Arranged weekly business travel, managed expense reports and scheduled comprehensive calendars for all executives.
  • Processed expense reports and invoices reflecting proper adherence to the organizations budget.
  • Processed monthly expense reports reflecting detailed supporting documentation and budget code indexes.
  • Coordinated travel and prepared expense reports according to policy.
  • Maintained department database records and processing expense reports.
  • Handled all aspects of travel and entertainment activities from the reservation process to accurate processing of expense reports.
  • Supported the client advisory team administratively by scheduling client meetings, booking travel plans and processing expense reports.
  • Prepared expense reports, and analyzed and reviewed clients' portfolio activity reporting results to senior colleagues.
  • Answered phones, scheduled appointments, typed correspondence, filed, and processed expense reports.
  • Organize files and records to be entered into various computer software and/or expense reports.
  • Maintain monthly expense reports, prepare check requests for reimbursement for vendors and attorneys.
  • Created worksheets to submit Expense Reports and Personal financial records.
  • Reconciled bank statements and various revenue and expense reports.
  • Handled expense reports for the Accounts Operations Manager.
  • Maintained Financial Advisors expense reports.
  • Travel management, expense reports, time sheets, formal documents Jennifer Barnes
  • Maintained and processed advisor's expense reports.

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46. Medication Reminders

low Demand
Here's how Medication Reminders is used in Client Services Assistant jobs:
  • Worked with residents of facility needing assistance with activities of daily living and medication reminders.
  • Provide homemaker and companion assistance, including personal hygiene needs and medication reminders.
  • Provided medication as needed as well as provided medication reminders.
  • Perform housekeeping, grooming and medication reminders.
  • Provided medication reminders and companionship for clients.
  • Prepare meals, provide medication reminders, assist with ambulating, assisting in bathroom, and light house cleaning.
  • Monitored client activities, taught life skills, and provided medication reminders to persons with major mental illnesses.
  • Prepare meals and perform menu planning for later use, provide medication reminders.
  • Oversee and provide medication reminders to support and maintain health of the client.
  • Perform medication reminders, cleaning, and wellness checks etc.
  • Light housekeeping, grocery shopping, and medication reminders.
  • Prepare meals and assist with feeding Provide medication reminders.
  • Prepare meals, clean up Provide medication reminders.
  • Maintain and set up patients rooms Provide medication reminders

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47. Office Supplies

low Demand
Here's how Office Supplies is used in Client Services Assistant jobs:
  • Handled inventory maintenance and ordering of office supplies and marketing materials.
  • Order all general office supplies, as well as, organize, update, and maintain electronic and paper office files.
  • Reduced our annual office supplies budget spending by 15% through the use of bulk purchasing and regular inventory management.
  • Assist with all other office duties such as facilities maintenance, office supplies and other projects as needed.
  • Assisted with data entry and file management as well as organizing all files and office supplies efficiently.
  • General office duties included typing, answering phones, email, photo-copying and ordering office supplies.
  • Answered phones Assisted customers in all products of the store from office supplies to electronics.
  • Completed billing reports, book keeping, ordered office supplies.
  • Order and maintain supply of general office supplies.
  • Processed refund, ordered and maintain office supplies
  • Managed marketing materials and office supplies.
  • Create the order of the Office supplies.
  • Set up training for new staff, ordered office supplies and maintained the office and workspace.

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48. Oral Care

low Demand
Here's how Oral Care is used in Client Services Assistant jobs:
  • Assisted clients with personal grooming such as skin care, hair care, nails, and oral care.
  • Prepared his medication, meals, household duties, oral care, filing nails and exercise with client.
  • Assist with the behavioral care for individual youth in a school based environment.
  • Assist clients in oral care.

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49. CNA

low Demand
Here's how CNA is used in Client Services Assistant jobs:
  • Address: 100 Glenn view Place, Naples, FL 34108Designation: CNA/HHA.
  • administered patients medications, and filled out reports.cna/patient care assistant
  • Re-organized linen supply to be more efficient CNA's as well as dietary supply to more efficient for RN staff.
  • Assist CNA / Nursing staff at mealtime and passing trays.
  • Trained CNA's, New Client home assessments, Scheduling, Payroll, and Manager roles in office.
  • Recruited and placed CNA's from facilities in Colorado Springs, Pueblo and Cannon City.

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20 Most Common Skill for a Client Services Assistant

Independent Living14.3%
Personal Care11.2%
Assist Clients8.5%
Financial Statements7.7%
Customer Service7.4%
Meal Prep6.3%
ADL5.6%
Client Service5.5%

Typical Skill-Sets Required For A Client Services Assistant

RankSkillPercentage of ResumesPercentage
1
1
Independent Living
Independent Living
10.8%
10.8%
2
2
Personal Care
Personal Care
8.5%
8.5%
3
3
Assist Clients
Assist Clients
6.4%
6.4%
4
4
Financial Statements
Financial Statements
5.8%
5.8%
5
5
Customer Service
Customer Service
5.6%
5.6%
6
6
Meal Prep
Meal Prep
4.8%
4.8%
7
7
ADL
ADL
4.2%
4.2%
8
8
Client Service
Client Service
4.1%
4.1%
9
9
Daily Living Activities
Daily Living Activities
3.7%
3.7%
10
10
Medical Appointments
Medical Appointments
3.1%
3.1%
11
11
Vital Signs
Vital Signs
2.7%
2.7%
12
12
Data Entry
Data Entry
2.4%
2.4%
13
13
Patient Care
Patient Care
2.3%
2.3%
14
14
Phone Calls
Phone Calls
2%
2%
15
15
New Clients
New Clients
1.7%
1.7%
16
16
Scheduling Appointments
Scheduling Appointments
1.7%
1.7%
17
17
Safe Environment
Safe Environment
1.6%
1.6%
18
18
Health Care
Health Care
1.5%
1.5%
19
19
Transport Clients
Transport Clients
1.4%
1.4%
20
20
Direct Support
Direct Support
1.3%
1.3%
21
21
Mental Health Services
Mental Health Services
1.3%
1.3%
22
22
Medication Administration
Medication Administration
1.2%
1.2%
23
23
Client Relationships
Client Relationships
1.1%
1.1%
24
24
Everyday Personal Needs
Everyday Personal Needs
1.1%
1.1%
25
25
Client Information
Client Information
1%
1%
26
26
Daily Needs
Daily Needs
1%
1%
27
27
Front Desk
Front Desk
1%
1%
28
28
Household Chores
Household Chores
1%
1%
29
29
Treatment Plans
Treatment Plans
1%
1%
30
30
CPR
CPR
0.9%
0.9%
31
31
Recreational Activities
Recreational Activities
0.9%
0.9%
32
32
Developmental Disabilities
Developmental Disabilities
0.9%
0.9%
33
33
Blood Pressure
Blood Pressure
0.8%
0.8%
34
34
Daily Tasks
Daily Tasks
0.8%
0.8%
35
35
Client Files
Client Files
0.8%
0.8%
36
36
Travel Arrangements
Travel Arrangements
0.8%
0.8%
37
37
Support Clients
Support Clients
0.8%
0.8%
38
38
Real Estate
Real Estate
0.8%
0.8%
39
39
Skin Care
Skin Care
0.8%
0.8%
40
40
Everyday Needs
Everyday Needs
0.7%
0.7%
41
41
Powerpoint
Powerpoint
0.7%
0.7%
42
42
Medical Records
Medical Records
0.7%
0.7%
43
43
Special Needs
Special Needs
0.7%
0.7%
44
44
New Accounts
New Accounts
0.7%
0.7%
45
45
Expense Reports
Expense Reports
0.7%
0.7%
46
46
Medication Reminders
Medication Reminders
0.7%
0.7%
47
47
Office Supplies
Office Supplies
0.6%
0.6%
48
48
Oral Care
Oral Care
0.6%
0.6%
49
49
CNA
CNA
0.6%
0.6%

33,866 Client Services Assistant Jobs

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