FIND PERSONALIZED JOBS
Sign up to Zippia and discover your career options with your personalized career search.
Sorry, we can't find that. Please try a different city or state.

Client Specialist

This job has expired and is no longer available.
APPLY NOW
Apply Now
×
FIND
PERSONALIZED JOBS

Sorry, we can't find that. Please try a different city or state.

CONTENT HAS
BEEN UNLOCKED
Close this window to view unlocked content
or
find interesting jobs in

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign Up

SIGN UP TO UNLOCK CONTENT

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Forgot Password?

Don't have an account? Sign Up

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign up to save the job and get personalized job recommendations.

Sign up to dismiss the job and get personalized job recommendations.

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Already have an account? Log in

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Company Saved

Answer a few questions and view jobs at that match your preferences.

Where do you want to work?

Job Saved

See your Saved Jobs now

or

find more interesting jobs in

Job Dismissed

Find better matching jobs in

Your search has been saved!

Top 50 Client Specialist Skills

Below we've compiled a list of the most important skills for a Client Specialist. We ranked the top skills based on the percentage of Client Specialist resumes they appeared on. For example, 17.9% of Client Specialist resumes contained Customer Service as a skill. Let's find out what skills a Client Specialist actually needs in order to be successful in the workplace.

These are the most important skills for a Client Specialist:

1. Customer Service

demand arrow
high Demand
Here's how Customer Service is used in Client Specialist jobs:
  • Team responsibilities include training, identifying and implementing cross-selling/up-selling opportunities and risks, as well as every day customer service activities.
  • Provided a well-controlled collateral receipt, safekeeping and order fulfillment environment while successfully maintaining highly responsive customer service.
  • Developed and retained business by providing outstanding customer service.
  • Handled all customer service situations with professionalism.
  • Take orders over the phone, handle service issues and assist customers to ensure that they have an excellent customer service experience
  • Deliver world-class on-site event support, including technical set-up, customer service, staff training, and financial reporting.
  • Managed customer service index scores and followed up with clients to ensure expectations were met and/or exceeded.
  • Perform general office automated duties (filing, data entry, faxing, and customer service).
  • Provided customer service, trading and operational support to the PCG Senior Account Executive.
  • Ensured customer service quality, efficiency, and accuracy for all call transactions.
  • Provided customer service to clients regarding account balances, adjustments, collections.
  • Provide concierge level customer service to new and existing retail customers.
  • Bravo Zulu Award for outstanding Customer Service for Apple Computers, 2003
  • Provide outstanding customer service on a Preferred Client level.
  • Provide customer service support to internal and external clients.
  • Achieved 90% on Customer Service Distinctiveness Scorecard.
  • Provided excellent customer service for the clients.
  • Provide Wachovia Securities Customers with exceptional telephone-based customer service assisting with their IRA, Brokerage and CAP accounts.
  • Learn Workers' Compensation Board procedures to Extensive background in customer service.
  • Call Center Environment) Duties: Product sales, Customer Service and account billing

Show More

7 Customer Service Jobs

No jobs at selected location

2. Client Relationships

demand arrow
high Demand
Here's how Client Relationships is used in Client Specialist jobs:
  • Maintained Gucci merchandising standards Established strong client relationships creating loyal repeat customers Thorough knowledge of Gucci quality across classifications and fabrications/materials
  • Promoted to Retirement Specialist to grow client relationships through transitional support into retirement life and withdrawals of retirement assets.
  • Developed highly empathetic client relationships and earned reputation for being team oriented.
  • Develop client relationships through referral opportunities and leads through Fidelity network.
  • Maintained existing client relationships and actively pursued new business.
  • Maintained effective and productive client relationships.
  • Communicate with clients across all levels, from entry level to corporate executive level to maintain and develop proper client relationships.
  • Manage client relationships, by anticipating client's need and objectives through strategic relationship planning and questioning to identify investment goals.
  • Managed client relationships by building and maintaining a positive relationship with key client contacts at all levels of partner organizations.
  • Assist in developing client relationships, and contribute support in preparing special client reports when requested by supervisor or manager.
  • Manage client relationships with courtesy and discretion to achieve loyalty, trust and partnership.
  • Maintain client relationships through email, live chat, and phone support.
  • Established client relationships with existing clients to help retain existing business.
  • Set up new insurance contracts while establishing and maintaining client relationships.
  • Managed existing client relationships to identify the future needs.
  • Participate in outreach events to build new client relationships.
  • Establish and maintain meaningful client relationships.
  • Managed details of client relationships.
  • Established and maintained client relationships while executing mutual fund transactions in a timely manner.
  • Manage client relationships (approx.

Show More

3 Client Relationships Jobs

No jobs at selected location

3. Financial Goals

demand arrow
high Demand
Here's how Financial Goals is used in Client Specialist jobs:
  • Provided exceptional service and investment guidance to Vanguard's largest base of client-owners, helping them achieve their financial goals.
  • Provided clients with enhanced guidance, weighing their risk tolerance with financial goals, and providing multiple investment options.
  • Educated the company's largest, most diverse base of investors and helped them achieve their financial goals.
  • Acquired knowledge of various investment products available to assist investors in meeting their financial goals.
  • Assisted investors with meeting financial goals along with young adults opening their first account.
  • Assist all types of investors with meeting their financial goals.
  • Helped clients achieve their financial goals through guidance.
  • Accommodated new and existing clients by using virtual technology to manage their assets Assisted investors with meeting their financial goals and needs
  • Assist investors in meeting financial goals Assist clients with asset management Build relationship with clients to understand investment needs and position products

Show More

121 Financial Goals Jobs

No jobs at selected location

4. New Clients

demand arrow
high Demand
Here's how New Clients is used in Client Specialist jobs:
  • Identified cross-selling opportunities when acquiring new clients by advising on complex investment topics.
  • Set up new clients on Section 125 pretax Premium Only Plans and Flexible Spending Accounts using the information on the contracts.
  • Generated new business and opportunities for the store by gaining the patronage of new clients and special guests.
  • Teamed with sales staff and presented demonstrations of software capabilities to potential new clients in California.
  • Delivered +25 new clients/month (+60k gross revenue), exceeding quota by 50%.
  • Manage COBRA accounts with new clients and make sure these account are within federal compliance.
  • Assisted in the acquisition of new clients based in surrounding areas of the laboratory.
  • Managed Client Relationship and Business Management of new clients in a call center environment.
  • Participated in the acquisition of new clients and the retention of existing clients.
  • Lead my team in campaign calls to new clients for new services introduced.
  • Assist with on-boarding new clients and renewing plans with existing clients.
  • Organized wardrobe parties for specialized clients to engage new clients.
  • Contacted and assisted new clients on a daily basis.
  • Trained new clients on payroll and payroll taxes.
  • Prepared Unidentified Forms for new clients and sent to India for further set up of Payroll and Benefits in CARMs.
  • Converted new clients from their previous payroll system to Paycom Payroll.
  • Set up new clients' accounts Processed client payrolls
  • Onboarded small to medium size new clients.
  • Assist new clients with establishing their software on boarding process Translate for non-English speaking clients Analyze new markets and solutions
  • Branch On boarding of new clients to Paychex system.

Show More

1 New Clients Jobs

No jobs at selected location

5. Phone Calls

demand arrow
high Demand
Here's how Phone Calls is used in Client Specialist jobs:
  • Answer telephone calls from potential customers who have been solicited through advertisements provided by the affiliate organizations.
  • Take phone calls from clients, address client concerns, and take detailed notes during conversation in English and Spanish.
  • Addressed a high volume phone calls from demographically/financially diverse clients maintaining the highest standard of needs assessment and client care.
  • Updated products and services that will impact them by making personal phone calls, mail, and/or email.
  • Answered phone calls for insurance company in fast-paced environment and providing a high level of customer service.
  • Needed to respond immediately to inbound phone calls to assist merchants in their professional business needs.
  • Answered phone calls, helped and assisted clients with documentation, managed miscellaneous office duty's.
  • Return all phone calls and emails as quickly as possible with a maximum of 24 hours.
  • Set appointments for the agent and follow up phone calls to obtain referrals for my agent.
  • Handle multiple lines answering customer phone calls and emails relating to appeal department business.
  • Handled client phone calls, scheduled appointments using Cornerstone filing system.
  • Field inbound phone calls from clients needing Tier 1 technical assistance.
  • Received and placed telephone calls to clients and prospective clients.
  • Managed client relationships by answering phone calls and account questions.
  • Answered phone calls and transfer to correct departments.
  • Log phone calls and emails daily.
  • Assist Managers in processing loan renewals by obtaining necessary financial reports from clients Receive and screen visitors and telephone calls.
  • Resolve client support issues with methodic and empathetic emails and phone calls.
  • Answered incoming phone calls and emails in a timely manner.
  • Set up New Clients in the Paycom System Process Payrolls Answer phone calls/customer service

Show More

1 Phone Calls Jobs

No jobs at selected location

Job type you want
Full Time
Part Time
Internship
Temporary

6. Client Service

demand arrow
high Demand
Here's how Client Service is used in Client Specialist jobs:
  • Provided friendly and professional client services to a large, commercial portfolio, while maintaining accurate client records.
  • Designed, implemented and maintained Client Services Organization intranet site involving worldwide sales with over 900 people.
  • Provided exceptional client service to approximately 35 client and company administrators, on a daily basis.
  • Serve as client service liaison for a high volume of human resources related inquires.
  • Partnered with the Chief Value Officer to develop online resources used for client services.
  • Work with Client Services and Sales and Marketing on getting Clients update information.
  • Mentored NEW FSA Specialists and NEW Client Service Representatives for the Department.
  • Provided client service by responding to client requests for written research.
  • Assist in development of client service plans and stewardship report coordination.
  • Mentor and train new employees coming into Client Services department.
  • Provided exemplary client service based off of firm model.
  • Implemented improvement of work-flow processes of client service team.
  • Scan all documents for Client Services and Communications.
  • Assist in coordinating branch operations workflow to ensure exemplary client service and adherence to established policies and procedures.
  • Respond to client service requests and escalate to appropriate service teams when necessary in a timely manner.
  • Lead the Client Services Team to meet goals and provide deliverables both internally and to clients.
  • Interact and work in conjunction with other departments within Aon Client Services.
  • Provide direct client services support from the production project inception to completion.
  • Managed client services Handled complaints and resolved them successfully Enhanced customer satisfaction Conducted team-building and training workshops Created cost reduction strategies
  • Document Specialist Receptionist Medical Records Clerk Appointment Secretary Client Services Representative

Show More

27 Client Service Jobs

No jobs at selected location

7. Data Entry

demand arrow
high Demand
Here's how Data Entry is used in Client Specialist jobs:
  • Supervised data entry department while maintaining upkeep of Alternative Bio-Solutions LIS.
  • Transcribed data from FSA enrollment forms and data entry for use in preparing claims and adjusting accounts.
  • Performed clerical duties, such as word processing, data entry, answering phones and filing.
  • Type reports, data entry, collates all forms and make up file folders for counselors.
  • Fast paced, accurate data entry and customer service are essential aspects of this position.
  • Conduct daily data entry into Homeless Management Information System (HMIS)/ Pathways.
  • Demonstrated Microsoft and data entry skill by typing and navigating through computer systems.
  • Performed data entry and verification of clients' Section 125 information.
  • Assisted in collection calls, reports and data entry.
  • Resolved customer complaints while reinforcing the product Operated computer ordering system and customer data entry
  • Assist clients on platform-Identify and upsell on products-Constantly staying up to date on new offerings-Prospect/ Cold Calling-Data Entry/ Maintain business pages
  • Call no show appointments * Daily data entry
  • Performed data entry, answered and directed calls customer service representative

Show More

8. Credit Card Transactions

demand arrow
high Demand
Here's how Credit Card Transactions is used in Client Specialist jobs:
  • Handled cash and credit card transactions on a daily basis.

Show More

9. Technical Support

demand arrow
high Demand
Here's how Technical Support is used in Client Specialist jobs:
  • Processed financial payments and provided technical support as needed.
  • Answered Corporate Office Main phone line & provided technical support for customers, provided treatment plans, processed orders for shipping.
  • Provide exceptional customer service and technical support to business and corporate clients with commercial loans and business lines of credit.
  • Support clients with varying levels of requests and technical support while building relationships to drive new client acquisition and retention.
  • Provide technical support to staff and clients on medical software, via- remote sessions, phone, and email.
  • Answer inbound calls relating to health insurance inquiries, sales, and technical support in a call center environment.
  • Implemented effective employee satisfaction strategies by providing technical support 24/7 and eliminating the root causes of technical problems.
  • Provided technical support for local and regional staff as part of a Client Management Support Team.
  • Provided technical support to over 3,000 insured members while adhering to contractual guidelines and state requirements.
  • Coordinate with technical support and team leads to resolve customers concerns, when necessary.
  • Managed multiple large accounts and handled technical support for thousands of users.
  • Provide first line technical support for members as needed.
  • Provided Technical support for online and mobile bank.
  • Assisted clients, financial advisors, and sales assistants with account inquiries, problems and provided technical support.
  • Provide technical support for industry specific software (R.O.E.S) by remotely accessing client computers via "go to meeting".

Show More

1 Technical Support Jobs

No jobs at selected location

10. CRM

demand arrow
high Demand
Here's how CRM is used in Client Specialist jobs:
  • Improved customer satisfaction rates by participating in Customer Relationship Management (CRM) user-group.
  • Maintained customer engagement data integrity within NetSuite CRM.
  • Track daily trading activity in proprietary CRM in a high volume environment while confirming that all trades are matched for settlement.
  • Assign, maintain and follow up on all client orders in CRM database system while meeting federal and state regulations.
  • Managed CRM database, inputting client and company information as well as any new information that was received.
  • Assigned as Oracle Marketing Cloud CLM Liaison, coordinating work between Marketing and programming team for CRM platform.
  • Assembled monthly metrics from CRM, enabling data-driven decisions by management, including key website enhancements.
  • Managed Customer Relationship Management system (CRM) and responsible for training team members.
  • Use of CRM software to monitor and track company connections and interactions.
  • Result: Learned how to better serve customers utilizing excellent CRM skills.
  • Coordinated and assigned work to colleagues for massive CRM update.
  • Optimize CRM database to promote VIP events.
  • Managed CRM systems with accuracy and efficiency.
  • Track progress of setup in CRM.
  • Update and maintain client information in the CRM (Red tail).
  • Managed office operations Oversaw company website, CRM and marketing campaigns
  • Advised consumer on appealing processes.Documented all calls and patient PHI PII into the crm and worker portal system.
  • Operate multi-line telephone system Working with CRM, Excel, Outlook, and Word Electronic appointment scheduling

Show More

3 CRM Jobs

No jobs at selected location

11. Product Knowledge

demand arrow
high Demand
Here's how Product Knowledge is used in Client Specialist jobs:
  • Offer clients timely and precise product information leveraging solid product knowledge and expertise.
  • Dedicated to continuously improving sales abilities and product knowledge.
  • Provided exemplary customer service through application of organization, services and product knowledge of the Mutual Funds & Investments industry.
  • Coordinated functions for retail and wealth management partners to communicate product knowledge, process, and updates.
  • Attended design team meetings, showcasing select profiles, industry trends, and product knowledge.
  • Utilize product knowledge to educate and inform customers and build sales.
  • Maintain a consistently high standard of customer service and product knowledge.
  • Provided customer service and emotional support as well as product knowledge.
  • Mentored new employees on product knowledge, internal processes.
  • Participated in team building and product knowledge exercises.
  • Shared product knowledge with customers while making personal recommendations.
  • Created a unique shopping experience by offering exceptional customer service Arranged sample store to create a welcoming atmosphere for product knowledge
  • Provided product knowledge and upcoming product changes that could affect their dailybusiness activities.

Show More

1 Product Knowledge Jobs

No jobs at selected location

12. Vanguard

demand arrow
high Demand
Here's how Vanguard is used in Client Specialist jobs:
  • Participated in corporate initiative to transition clients to new Vanguard Brokerage Account software.
  • Consulted clients on investment options and educated clients on Vanguard's investing philosophy
  • Used high attention to detail to perform stock trades in retail accounts on both legacy and newly implemented Vanguard Brokerage Account platform
  • Develop and maintain knowledge of Vanguard's products in order to educate and guide clients with their investment needs.
  • Developed and maintained proficient knowledge of Vanguard funds, ETF's, and individual securities products and services.
  • Leveraged a consultative sales approach to assist clients with consolidating assets and bringing funds to Vanguard.
  • Identified client needs, resolved issues, and positioned appropriate solutions and services to Vanguard shareholders.
  • Served as an ambassador for Vanguard's investment philosophy and at-cost, client-owned business model.
  • Consulted with different departments to gain a complete understanding of Vanguard's online trading platform.
  • Call center customer support for individual retirement plans held by Vanguard financial services.
  • Result: Established client loyalty and reliability in Vanguard as a viable institution.
  • Executed mutual fund transactions and dispensed detailed advice about Vanguard products and services.
  • Provided excellent service to prospective and existing clients regarding their assets with Vanguard.
  • Secure the Vanguard - responsible for making sure desks and computers were locked
  • Shared Vanguard's investment philosophy and client-owned business model with clients.
  • Educated clients on different types of Vanguard accounts and mutual funds.
  • Assisted in transferring clients' assets to Vanguard.
  • Coached newly-hired associates and Vanguard Swiss Army volunteers.
  • Assist investors with asset allocation, distributions, and exchanges using Vanguard's funds, ETFs and individual securities.
  • Provided service to clients in a professional manner, emphasizing the ease of investing with Vanguard.

Show More

13. High Volume

demand arrow
high Demand
Here's how High Volume is used in Client Specialist jobs:
  • Handled high volume customer inquiries including payment arrangements, scheduling home service calls, meter reading appointments, and responded to emergencies
  • Answer high volume of emails and phone call while referencing multiple databases.
  • Specialized in client relations, high volume telephone interaction with clients.
  • Handled high volume client request via phone and e-mail.
  • Processed numerous high volume accounts on a daily basis.
  • Handled high volume of inbound client requests.
  • Managed a high volume call queue.
  • Addressed high volume of incoming calls.
  • Manage high volume of calls.
  • Received and screened a high volume of internal and external communications, including email and mail.
  • Hired) Processed high volume of incoming records requests (see direct hire info below)
  • Answered high volume calls though multi media sources .

Show More

14. New Accounts

demand arrow
high Demand
Here's how New Accounts is used in Client Specialist jobs:
  • Assist Bankers in Business development by identifying new business opportunities with new accounts.
  • Developed and delivered professional, corporate sales proposals for new accounts.
  • Facilitated opening of new accounts, accurately assessing specific account needs, as well as researching and resolving complex account issues.
  • Partner with clients during various stages of the investment process including opening of new accounts, rollovers, and asset transfers.
  • Managed house accounts, managed new accounts that I brought in to the company, and constantly developed new business.
  • Assisted clients with new accounts and offered services to meet customer's needs by resolution of errors and misunderstandings.
  • Performed real time payments and transfers to car loans, mortgages, credit cards and opened new accounts.
  • Provide assistance as needed in different positions in every area of branch operations, including new accounts.
  • Use the Fi-Serve system to open new accounts and processed 90% of teller transactions.
  • Collect applications with deposits to open new accounts and send to appropriate financial institution.
  • Set up new accounts; audit reports; input and update information.
  • Served as the first point of contact for investors establishing new accounts.
  • Set up an average of 12 new accounts each week.
  • Created new accounts and enhanced existing long term accounts.
  • Achieved 100% sales goals regarding new accounts.
  • Opened new accounts and handled account maintenance.
  • Monitor new accounts and ensure pricing is correct.
  • Process loan payments Perform teller transactions Open new accounts Assist customers with Online Banking Cross-sell banks products and services Perform vault transactions

Show More

2 New Accounts Jobs

No jobs at selected location

15. Client Information

demand arrow
average Demand
Here's how Client Information is used in Client Specialist jobs:
  • Manage numerous departmental reports to validate client information, revenue applications and the collection of delinquencies.
  • Managed and processed confidential client information for lost shareholders for private institutions and banks.
  • Maintained strict confidentiality for all client information.
  • Gathered client information and initiated new polices.
  • Updated and maintained client information database.
  • Entered new client information into various logs upon receipt from sales personnel to maintain data for month-end reporting.
  • Obtain client information such as name, address, and payment method and enter orders into computers.
  • Answer phones, take new client information, scheduling, and an understanding of tax issues.
  • Reviewed, analyzed and entered new client information into the Core Advanced system.
  • Answered inbound calls, reviewed and collected client information to determine service requirements.
  • Filed employee s and client informational documents in an electronic software system.
  • Maintain an adequate supply of client information packages with current materials.
  • Input data and updated client information into the CRM.
  • Handled and filed all confidential client information.
  • Enter client information into database.
  • Facilitated paperwork, reports, visuals, client information, and market data for financial advisors and their clients.
  • Utilize resources provided by sales to accurately load new client information into the Paychex Core Advanced software.
  • Use CRM to document notes, update client/potential client information, and create and edit suspenses.
  • Processed wires requests, Updated client information) Highly visible position managing front office Coordination, Administration & General Reception.
  • Review & research transactions with third parties FATCA enhanced remediation Present client information to senior management for approval.

Show More

1 Client Information Jobs

No jobs at selected location

16. Problem Resolution

demand arrow
average Demand
Here's how Problem Resolution is used in Client Specialist jobs:
  • Helped company attain the highest customer service ratings in communication skills and problem resolution.
  • Maintain client satisfaction by monitoring laboratory service levels and providing immediate problem resolution.
  • Resolved complaints with positive outcomes using creative thinking and problem resolution.
  • Delivered great customer service through request fulfillment and problem resolution.
  • Elevated client relationships through accurate and timely problem resolution.
  • Assisted in problem resolution and conflict management.
  • Analyzed and diagnosed problem resolutions.
  • Calm angry callers, reassure, educate and advise callers, locate resources for problem resolution.
  • Assisted with pipeline management and responded to client loan status and problem resolution calls.
  • Recognized for cross-site problem resolution and support for transactions of up to $1M.
  • Process and provide problem resolution for commercial loan payments and deposits.

Show More

17. Scheduling Appointments

demand arrow
average Demand
Here's how Scheduling Appointments is used in Client Specialist jobs:
  • Support the sales effort by scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials.
  • Assist Account Executives with daily tasks; reaching out to clients, scheduling appointments, mailing appropriate paper work.

Show More

18. Account Management

demand arrow
average Demand
Here's how Account Management is used in Client Specialist jobs:
  • Ensured all aspects of account management were coordinated properly from internal and external ac- count representatives.
  • Communicated with both external clients and internal account management teams to complete client servicing activities.
  • Provided client account management and customer support for international and local shipping companies.
  • Managed production and inventory of Account Management printed materials and promotional advertising products.
  • Specialized in account management of global and domestic package portfolio, specialty lines of business, and large accounts.
  • Served as a key contact between clients and account management by providing member benefit issue resolutions.
  • Support day-to-day account management of clients with inclusion business strategy, ROI, and cultural insights.
  • Collaborate with Account Management team to develop and execute sales strategies.
  • Maintained Client Logs for reporting to clients, account management.
  • Partner with the account management team to ensure Caremark initiatives are aligned with the client's overall goals and objectives.

Show More

2 Account Management Jobs

No jobs at selected location

19. High NET

demand arrow
average Demand
Here's how High NET is used in Client Specialist jobs:
  • Worked in Flagship Department, working primarily with high net worth clients, with investments of $1M or more.
  • Provided investment guidance to high net worth clients with a minimum of 1 million dollars in Vanguard assets.
  • Supported and provided ownership for High Net Worth clients with trading, services, sales inquiries.
  • Managed the first client interaction between ultra high net worth clients and the Private Bank.
  • Partner with banker and investment professionals covering Ultra-High & High net worth individuals.
  • Provided high net worth clients with current financial market news and account information.
  • Market new high net worth clients and ensure retention of existing profitable clients.
  • Managed high net worth client relationships whose total assets exceeded $4,000 million.
  • Performed complex problem resolution for high net worth clients
  • Managed relationships with high net-worth clients.
  • Served as part of a team supporting sales to our high net worth clients ($1mil+).
  • Participated in monthly audits of high net worth customer account statements Resolved transaction exceptions identified on daily exception reports on priority accounts
  • Address high net worth client concerns in an inbound contact center Deepen relationships based upon client need

Show More

1 High NET Jobs

No jobs at selected location

20. Customer Retention

demand arrow
average Demand
Here's how Customer Retention is used in Client Specialist jobs:
  • Increased product usage and customer retention as lead trainer at 5 global investment management firms in London.
  • Administered key pieces of software and technologies to improve customer retention.
  • Increased customer retention rate to over 90% within first year.

Show More

2 Customer Retention Jobs

No jobs at selected location

21. Appropriate Products

demand arrow
average Demand
Here's how Appropriate Products is used in Client Specialist jobs:
  • Developed relationships with clients to understand their unique investment needs and position appropriate products or solutions.
  • Engaged the customer to determine the most appropriate products and services to offer.
  • Identify customer needs and cross sell appropriate products and services to meet thoseneeds.
  • Determined customer needs Offered customer appropriate products and services Settled customer need by completing a sale, package tracking or processing credits

Show More

22. Sales Goals

demand arrow
average Demand
Here's how Sales Goals is used in Client Specialist jobs:
  • Outperformed expected sales goals regularly.
  • Perform additional sales support duties, as required, that help the company meet and exceed sales goals and objectives.
  • Build and maintain professional business relationships with customers and community to achieve quality and sales goals of the Bank.
  • Provided enhancement of service options, promotional offers and value-added services while meeting or exceeding monthly sales goals.
  • Assisted two branch offices on a weekly basis to review and meet current sales goals.
  • Maintained or exceeded weekly sales goals and Talbot's credit card sign up goals.
  • Maintained top sales goals and performance while on duty on the sales floor.
  • Exceeded the sales goals every quarter for my position for two consecutive years.
  • Increased average UPT and sales goals by promoting excellent customer service.
  • Set regional revenue quotas, often overreaching preexisting company sales goals.
  • Achieve monthly sales goals by utilizing sales/call management skills.
  • Helped drive sales goals and achieve monthly quotas.

Show More

23. Troubleshoot

demand arrow
average Demand
Here's how Troubleshoot is used in Client Specialist jobs:
  • Used technical expertise to troubleshoot previously unsupported issues, then systematically equipped colleagues with new methodologies.
  • Manage operational and tactical account management activities for each client and troubleshoot any technical issues.
  • Provide Doctors with any reports requested and troubleshoot any incorrect payments/applications made to patient accounts.
  • Monitor, troubleshoot and enforce safety/compliance standards on residential floors.
  • Apply strong UNIX and SQL skills along with extensive knowledge of FIX order flow to troubleshoot.
  • Assisted co-workers and shareholders alike with website access along with desktop software and hardware troubleshooting.
  • Communicated with clients and internal staff regarding the product setups, technical support and troubleshooting.
  • Performed diagnostic and troubleshooting of system, user account, application and network connectivity issues.
  • Trained staff, performed troubleshooting, and created documentation on a new blood tracking system.
  • Monitor the Right Fax program troubleshooting the reasons behind hundreds of faxes not faxing out.
  • Liaised between banking officers and customers on troubleshooting and resolving issues and concerns.
  • Interacted with customers on the phone to troubleshoot complex payment and shipping issues.
  • Educated clients on investment services available and troubleshoot any technical online issues.
  • Support network of over 56,000 pharmacies with insurance claim process through troubleshooting.
  • Provided quality assurance and troubleshooting for customers, clients, and employees.
  • Assisted customers and clients with account troubleshooting and product assistance.
  • Provided SQL scripts to aid in troubleshooting data issues.
  • Used internal system to document pricing & account specification -Troubleshoot customer technical & account issues.
  • Install, configure, maintain, and troubleshoot medical software on both Windows and MACs.
  • Monitored system health, performance tuning, troubleshoot and engineer Citrix environment.

Show More

24. Client Issues

demand arrow
average Demand
Here's how Client Issues is used in Client Specialist jobs:
  • Worked independently to resolve complex client issues, account set up and transition, providing the client with a seamless experience.
  • Provide client tech support, resolving an average of 15 client issues daily, closing 672 tickets to date.
  • Work internally with various departments to seek root cause resolutions and proactive improvement solutions to client issues and concerns.
  • Establish accountability for client issues, resolve those issues and provide the necessary follow ups, when needed.
  • Second level support to system and wire inquiries and troubleshoot client issues.
  • Worked the graveyard and swing shift and handled any staff and client issues
  • Resolved complex client issues using claims research and policy coverage analysis.
  • Assist managers with critical and unexpected client issues as they arise.
  • Resolved client issues in their brokerage, IRA and checking accounts.
  • Engage internal resource to resolve problems and escalate client issues appropriately.
  • Helped colleagues resolve basic client issues and process Service Request.
  • Manage and resolved all client issues for all claims processes.
  • Demonstrated CRM skills in order to resolve client issues.
  • Trouble shoot and resolve client issues.
  • Created and implemented a streamlined process for client issues management, onboarding and renewal documentation.
  • Utilized empowerment techniques to resolve Legal Access client issues in a timely manner.
  • Partnered with five Wealth Management Advisors to address client issues.
  • Researched and analyzed all client issues in regards to Kronos based payroll, TLM and HRIS.

Show More

3 Client Issues Jobs

No jobs at selected location

25. Medicare

demand arrow
average Demand
Here's how Medicare is used in Client Specialist jobs:
  • Requested and compiled required documentation from doctor facilities to ensure that 180 medical operations were in accordance with Medicare guidelines.
  • Process Secondary Medicare Claims through electronic claims editing and submission procedures.
  • Review Medicare denials and refile claims accordingly following Medicare guidelines.
  • Coordinate seminars and appointments for eligible Medicare participants.
  • Promoted the Medicare Service Center and helped to identify the necessary resources to meet the needs of its customers.
  • Possess a clear understanding of all Medicare Local Coverage.
  • Initiate Medicare leads through the call center.
  • Provided analytical expertise on an investigation that resulted in the saving the company 1.6 Million Dollars in fraudulent Medicare submitted claims.
  • Audit requisitions for diagnoses and entering ICD-9 codes for claims, including Medicare claims, verifying medical necessity with NCD/LMRP guidelines.
  • Marketed and sold various Medicare products including CPlus, Medicare Advantage, and Medicare Pharmacy plans.

Show More

26. Outbound Calls

demand arrow
average Demand
Here's how Outbound Calls is used in Client Specialist jobs:
  • Performed outbound calls to customers and prospects for service related issues, and to set up appointments.
  • Handle incoming prospect and client calls and make outbound calls to follow up with clients.
  • Utilize customer service skills with inbound and outbound calls to educate customers on billing inquires.
  • Accepted inbound calls and made outbound calls to borrowers to update loan status.
  • Provided excellent customer service using Consultative Selling Skills with Inbound and Outbound calls.
  • Performed Quality Assurance on inbound and outbound calls during peak times of business.
  • Performed outbound calls for various companies to a selected group of customers.
  • Maximize revenue on outbound calls with medium to large accounts.
  • Answered inbound calls and outbound calls and triaged calls to appropriate departments and provided customer assistance.
  • Answer all inbound /initiate outbound calls for intake data on new clients through Nextiva phone systems.

Show More

27. Special Projects

demand arrow
average Demand
Here's how Special Projects is used in Client Specialist jobs:
  • Worked independently and used initiative and judgment with integrity and discretion exhibiting a high level of confidentiality required on special projects.
  • Supervised teams in the development and implementation of special projects and formulating final reports.
  • Utilize and understand the use of automated scoring system Successfully complete special projects
  • Collaborated with other administrative team members, human resources and the finance department on special projects and events.
  • Maintain daily performance of computer systems and leading large computer deployments and special projects.
  • Assist team in special projects and related duties.
  • Oversee special projects for clients and other departments.
  • Complete special projects as assigned by reporting manager.
  • Handled all special projects, as needed.
  • Involved in managing special projects Assisted departmental manager and two relationship managers to include sales and prospecting.
  • Oversee special projects for software systems including data integration, Single Sign-On options, credit card integrations and feature developments.

Show More

5 Special Projects Jobs

No jobs at selected location

28. Powerpoint

demand arrow
average Demand
Here's how Powerpoint is used in Client Specialist jobs:
  • Prepared comprehensive investment analysis and reports for presentation to clients through multiple platforms including PowerPoint, Excel, and internal systems.
  • Performed administrative duties and prepared correspondence with the use of MS Office suites: Word, Excel, and PowerPoint.
  • Answer and direct calls, being proficient in Microsoft Word, Excel, PowerPoint, clerical work
  • Worked daily in QuickBooks, Microsoft Excel, Microsoft PowerPoint, and ProFx.
  • Created PowerPoint for training and prepared documents for new hires.
  • Create PowerPoint presentations to aid in WebEx training.

Show More

3 Powerpoint Jobs

No jobs at selected location

29. Wealth Management

demand arrow
average Demand
Here's how Wealth Management is used in Client Specialist jobs:
  • Build wealth management relationship via expanded product relationship and asset consolidation.
  • Assisted Account Management team in securing 2 million ARR agreement within JP Morgan Wealth Management division, increasing revenue 25%.
  • Work with the wealth management team to present an extraordinary high level of service to wealth management clients.
  • Assisted tax department with preparation and processing of wealth management client s individual and business tax returns.
  • Served as a primary point of contact and resource for some Wealth Management clients.
  • Participated in the launch of a new Wealth Management platform.
  • Assist with regulatory, tax, and wealth management inquiries.
  • Execute in-depth research and issues with Wealth Management Relationship Managers.
  • Assist Wealth Management advisor with explaining and implement personalized investment strategy for assigned clients.
  • Identified additional referral opportunities with clients to the Wealth Management Advisor.
  • Worked with wealth management advisors to consolidate outside assets.
  • Quantify and process outgoing wire funds transfer requests for Wachovia's Wealth Management and Private Advisory clients.
  • Leveraged customers' use of Thomson Reuter's data and Proprietary Wealth Management reports.
  • Work with clients assigned to Wealth Management Advisor.

Show More

8 Wealth Management Jobs

No jobs at selected location

30. Conference Calls

demand arrow
low Demand
Here's how Conference Calls is used in Client Specialist jobs:
  • Initiated conference calls with Sales personnel and managers to improve communication and efficiency between departments.
  • Managed inquiry queues and schedule analyst-to-client conference calls.
  • Research software infrastructure inquires, distribute research data, coordinate & schedule conference calls with analysts.
  • Lead monthly conference calls for internal and external partners for questions regarding plan benefits and operations.
  • Strengthened client relationships by conducting quarterly conference calls to ensure their needs were being met.
  • Worked with a nationwide clientele over the phone, in-person, and through conference calls.
  • Participated in regular conference calls between the Client, headquarters and the operation center.
  • Assisted with coordinating travel, arranging conference calls & preparing expense reports when requested.
  • Scheduled client/analysts conference calls and client follow up to ensure satisfaction with request responses.
  • Conducted conference calls for assigned GA's on the business processes.
  • Attended conference calls with clients and contributed information to resolve issues.
  • Create and send progress reports for conference calls with clients.
  • Participate and hold internal and external conference calls as needed.
  • Scheduled and coordinated meetings and conference calls.
  • Assigned assigning phone lines for conference calls.
  • Resolved customer disputes Conducted conference calls
  • Coordinate conference calls & webcasts for clients to ensure quality control.

Show More

31. Client Inquiries

demand arrow
low Demand
Here's how Client Inquiries is used in Client Specialist jobs:
  • Take ownership and demonstrate personal accountability for handling client inquiries/problems.
  • Provided timely and informative responses to client inquiries with a deep sensitivity to clients' business objectives and goals.
  • Provide support to the Account Executives on client inquiries on charges and state audits on their accounts.
  • Organize and maintain control of voluminous files and documents related to client inquiries or requests.
  • Handled client inquiries via email, telephone contact, written correspondence and office visits.
  • Research and solve client inquiries in a timely and efficient manner.
  • Analyzed, researched, and responded to client inquiries via telephone.
  • Participate in classes to be able to assist client inquiries.
  • Resolve client inquiries regarding coverage or changes to existing policies.
  • Respond quickly and professionally to all client inquiries.
  • Responded promptly to all client inquiries.
  • Handled inbound client inquiries of all types, (trading, service, sales).
  • Resolved client inquiries regarding coverage or changes to existing coverages; referred issues to appropriate unit for resolution or output production.
  • Resolve participant and client inquiries through research and investigation via the tools at hand in a timely manner.
  • Triaged, routed and scheduled client inquiries with the appropriate resources across the Research & Advisory communities.
  • Assist with clearing loan documentation exceptions Research and solve client inquiries in a timely and efficient manner.
  • Fulfilled client inquiries with Gartner Group published research.

Show More

6 Client Inquiries Jobs

No jobs at selected location

32. HR

demand arrow
low Demand
Here's how HR is used in Client Specialist jobs:
  • Personalized customer contact through regular phone calls regarding merchandise selection resulting in increased store sales and repeat clients.
  • Identified opportunities to consolidate and retain assets through effective positioning of Vanguard products and services.
  • Routed mail to departments through transmittal of preliminary verification sheets for review by manager.
  • Created and fostered a culture of hospitality through exceptional customer experiences.
  • Record names, addresses, purchases and reactions of prospects contacted through PipeDrive or other CRM system.
  • Aided in money movement transactions through bank accounts, checks, wires, account journals and transfers.
  • Managed a substantial book of clients to ensure satisfaction throughout the company while gathering new assets.
  • Respond to all email regarding the new patient process from throughout the company and from patients.
  • Greet and style customers, has been recognized in several monthly promotions through the company.
  • Assisted in increasing revenue through retail sales with client engaging activities such as promotions.
  • Process payroll for new clients, assist with setup questions involving all HR products.
  • Tasked with recruiting new members to the team through multiple job fairs.
  • Hone product knowledge and sales skills through participation in ongoing training opportunities.
  • Worked with new clients through the conversion process of their retirement.
  • Input and maintained 401K loan transactions in the Payroll/HR system.
  • Provided client support through the process of home ownership.
  • Order appraisals and environmental due diligence through RIMS.
  • Conducted Requirements walkthrough sessions and discussed the queries rose by various teams in every phase of Software Development life cycle.
  • Enforced the rules of ComCor through accountability checks by phone and monitors activities on grounds by performing physical checks.
  • Established RMDs, PIPs and SWPs on qualified and non-qualified retirement accounts through FBSI/ Envestnet/Wealthscape.

Show More

4 HR Jobs

No jobs at selected location

33. Wire Transfers

demand arrow
low Demand
Here's how Wire Transfers is used in Client Specialist jobs:
  • Monitor all payroll tax liabilities, fillings, wire transfers, payroll imports, and wire transfers for direct deposits.
  • Commenced and processed wire transfers, as well as account openings and closings, with precision and care.
  • Facilitated and initiated both internal and external wire transfers, amendments, and wire PIN replacements.
  • Handled wire transfers, disbursed loan advances, processed payments and research fees to customer accounts.
  • Enforced cash disbursements, wire transfers and receipt transactions for a multitude of trust portfolios.
  • Monitored daily cash-flows for wire transfers and investigated discrepancies with clients' settlement instructions.
  • Initiate internal and wire transfers of funds from one of account to another.
  • Conducted data audits/reports, investment instructions, portfolio research and large wire transfers.
  • Initiate wire transfers for client remaining in compliance with all rules and regulations.
  • Process loan advances / payments, funds transfers, wire transfers.
  • Processed ongoing and incoming wire transfers for domestic and international clients.
  • Maintain record of wire transfers and client agreements for audit.
  • Manage and approve business line's wire transfers.
  • Provide service with Domestic and International wire transfers.
  • Assisted with domestic and international wire transfers.
  • Performed wire transfers, verify, approve and submit wires using Fedline Balanced and settle all daily wire activities.

Show More

34. Financial Advisor

demand arrow
low Demand
Here's how Financial Advisor is used in Client Specialist jobs:
  • Assist Merrill Lynch Financial Advisor's, Bank of America Client Managers, Personal Bankers, and banking centers.
  • Managed financial advisors' business plan objectives and aligned individual and corporate goals to align with the plan.
  • Maintain an organized schedule of the Financial Advisors' tasks in order to ensure deadlines are met.
  • Worked with a team of Financial Advisors that dealt primarily with managed money and fee-based accounts.
  • Work directly with 6 financial advisors, assisting with various inter-office, client-related and marketing tasks.
  • Prepare pitch presentation decks to support the Financial Advisor's meeting with prospect clients.
  • Direct contact with financial advisors, and employer groups on participant's behalf.
  • Work side by side with Financial Advisors to find needs for customers.
  • Coordinate and schedule clients with Financial Advisors, serving over 1000 clients.
  • Assist Financial Advisors and Brokers with investment needs and issues.
  • Supported Licensed Financial Advisors in field with all requests.
  • Serve as liaison for Financial Advisors and Institutional Clients.
  • Maintain appointment calendar for 6 Financial Advisors.
  • Supported CEO and six Financial Advisors.
  • Provided service and support to twenty Financial Advisors managing Institutional client accounts throughout the United States and Puerto Rico.
  • Worked with Financial Advisors to generate new business and maintain/increase existing client relationships in order to upsell on products.
  • Managed all social media strategy for Financial Advisors including company webpages, Linked In and email marketing.
  • Worked closely with Client Associates and Financial Advisors to ensure that their clients were onboarded.
  • Updated sales materials with multiple CMCs for their Financial Advisor(s).
  • Team Lead on four major Financial Advisor Onboarding Projects and served as an individual contributor on several projects.

Show More

4 Financial Advisor Jobs

No jobs at selected location

35. Customer Relationships

demand arrow
low Demand
Here's how Customer Relationships is used in Client Specialist jobs:
  • Established and managed customer relationships by on boarding clients and providing excellent customer service.
  • Attended quarterly classes on effective customer service skills and improving customer relationships.
  • Monitored daily paperwork, maintained visual standards, and cultivated customer relationships.
  • Developed positive customer relationships through friendly greetings and excellent service.
  • Focused on deepening customer relationships by providing exceptional support.
  • Market, develop, and retain long-term customer relationships.
  • Create and manage new and existing customer relationships through authenticconversations and follow-ups.
  • Establish and maintain customer relationships Assist clients with product selection Manage monetary transactions Met daily sales goals Open and closed the floor

Show More

36. Customer Information

demand arrow
low Demand
Here's how Customer Information is used in Client Specialist jobs:
  • Comply with security procedures and maintain confidentiality of customer information.
  • Entered customer information into database for special offers.
  • Inputted all necessary customer information for enrollment, termination, and follow-up into the State of Florida Welfare System.
  • Set up and established new accounts and ensure that customer information was accurate.
  • Maintain extensive records and spreadsheets to track product and customer information.
  • Operated a multi-line telephone system while accepting customer calls * Data Entry of customer information and order processing * Enthusiastically promoted products
  • Maintain strict confidentiality regarding customer information.

Show More

37. Sales Representatives

demand arrow
low Demand
Here's how Sales Representatives is used in Client Specialist jobs:
  • Provided internal support, assisting sales representatives.
  • Answered incoming calls and/or emails from Sales Representatives and new clients on a timely basis.
  • Worked with sales representatives and clients to ensure accurate installation of new payroll service.
  • Work closely with sales representatives with the on-boarding of new business
  • Generate to then new client login and password for online report retrieval to the appropriate sales representatives.

Show More

1 Sales Representatives Jobs

No jobs at selected location

38. Finra

demand arrow
low Demand
Here's how Finra is used in Client Specialist jobs:
  • Streamlined department s compliance program by adhering to FINRA/state compliance regulations and designed, implemented, and tracked ongoing best practices.
  • Studied for Financial Industry Regulatory Authority (FINRA) Series 7 and Series 63 licenses.
  • Succeeded in obtaining a Series 7 and Series 63 FINRA brokerage licenses.
  • Obtained FINRA Series 63 license and completed advanced financial industries and fraud training
  • Completed professional training in obtaining FINRA Series 7 and 63 licenses.
  • Used FINRA to complete criminal/fingerprint checks on potential new hires.
  • Passed FINRA Series 7 and 63 through licensing courses in the first 6 months.
  • Registered FINRA Series 7, 63, 66 and Insurance license.
  • Possess FINRA Series 6 and Series 63 licenses.
  • Earned FINRA Series 63 license.
  • Followed ever-changing rules and requirements to ensure departmentalcompliance with SEC and FINRA regulations.

Show More

39. Income Tax Returns

demand arrow
low Demand

40. Investment Guidance

demand arrow
low Demand
Here's how Investment Guidance is used in Client Specialist jobs:
  • Recognized for providing exceptional service and investment guidance to clients with up to $1M in assets.
  • Provided exceptional service and investment guidance to Vanguard's largest base of client-owners.
  • Selected to Investing Solutions Champions' team for strong investment guidance performance.

Show More

41. External Clients

demand arrow
low Demand
Here's how External Clients is used in Client Specialist jobs:
  • Communicated and educated external clients on new financial tools and improvements that improved operations.
  • Collaborated with Financial Analyst when developing platforms for external clients.
  • Authenticated settlement instructions with external clients for settling derivative trades.
  • Interact with external clients (lenders) and internal teams (inspectors and management) to achieve company goal.
  • Level 2 authority to independently approve and release all monthly financial reporting to external clients for the team.
  • Corresponded with internal and external clients to resolve problems and complete service needs.
  • Partner with peers to identify opportunities through excellent customer service to external clients.
  • Provided quality customer service to external clients assuring receipt of products and deliverables.
  • Respond to internal & external clients to resolve inquiries in a timely manner.
  • Interacted with internal and external clients to support enrollment process .

Show More

11 External Clients Jobs

No jobs at selected location

42. Appropriate Solutions

demand arrow
low Demand
Here's how Appropriate Solutions is used in Client Specialist jobs:
  • Generated and maintained client loyalty by proactively identifying their needs and positioning the appropriate solutions and services.
  • Identified clients' needs, resolved issues, and positioned appropriate solutions and services to best meet those needs.
  • Identified clients' needs and positioned appropriate solutions.

Show More

43. Ensure Compliance

demand arrow
low Demand
Here's how Ensure Compliance is used in Client Specialist jobs:
  • Conducted routine audit checks to ensure compliance with The Huntington Investment Company, FINRA, and SEC guidelines and regulations.
  • Performed Audit Reports according to Sarbanes-Oxley (SOX) requirements and performed configuration changes to ensure compliance.
  • Processed monthly audits to ensure compliance with bank guidelines.
  • Provide resolution with follow-up documentation -Supported internal billing department with customer pricing issues & ensure compliance to company pricing procedure guidelines
  • Work with clients to ensure compliance applications arebeing used and provide update when carriers make changes.

Show More

44. Client Data

demand arrow
low Demand
Here's how Client Data is used in Client Specialist jobs:
  • Processed and audited contribution and distribution checks, updated client data and documentation in SalesForce.
  • Maintained insured and insurance provider profile records in client database.
  • Developed and maintained extensive client database.
  • Analyzed client data and documentation in order to submit new on boarding requests, information updates, or perform periodic reviews.
  • Analyzed client data from one web based system to another, and conducted transfer of client records.
  • Analyzed client data to identify opportunities; created and executed targeted sales campaigns to capitalize on them.
  • Gather and enter client data into Pathways Compass Information Network.
  • Analyze and review reports on client data for quality assurance.
  • Maintained data bases that stored files and client data.
  • Analyzed client data to help generate product opportunities.
  • Entered client data into computer for processing.
  • Managed client data base and files.
  • Generate client data financial reports.
  • Entered client data into CAPTAIN.
  • Worked on process optimization projects such as streamlining new client data by gathering and scanning financial reports into the Paycom database.
  • Operated computer with Hairmax software for client database, sales, inventory, running reports.

Show More

45. Account Maintenance

demand arrow
low Demand
Here's how Account Maintenance is used in Client Specialist jobs:
  • Collaborated with Sales Officers and the client treasury contact to gathering information and administer account maintenance update request.
  • Account Maintenance: Ensured the proper recording of loan payments, filing and retention of both consumer and business loan documents.
  • Provide fiscal support to the Office, including reconciliations of credit card statements, invoices and provide account maintenance.
  • Processed mutual fund trades as per client's request; provide information and assist shareholders with account maintenance requests.
  • Helped with account maintenance, form completion and eSig process.
  • Assist clients with account maintenance in a inbound call center setting Preferred credit card department
  • Provided on-going support and account maintenance to clients in an onsite work environment.

Show More

1 Account Maintenance Jobs

No jobs at selected location

46. Building Rapport

demand arrow
low Demand
Here's how Building Rapport is used in Client Specialist jobs:
  • Displayed client relationship management skills active listening, asking open-ended questions, building rapport, showing empathy, and positioning.

Show More

47. Due Diligence

demand arrow
low Demand
Here's how Due Diligence is used in Client Specialist jobs:
  • Assist with due diligence, loan documentation preparation, loan closings, file creating and updating, and loan booking.
  • Complete internal forms and work with Relationship Managers on internal customer due diligence (CDD) requirements.
  • Performed due diligence research on clients utilizing Lexis Nexis, FINRA, OFAC search, etc.
  • Search public sources, various paid websites and internal sources to collect due diligence information.
  • Resolved customer problems through due diligence, creativity and strategic thinking.

Show More

1 Due Diligence Jobs

No jobs at selected location

48. Insurance Companies

demand arrow
low Demand
Here's how Insurance Companies is used in Client Specialist jobs:
  • Negotiated coverage with insurance companies and generated insurance proposals including executive summaries, loss analysis and coverage diagrams.
  • Provide benefit support on behalf of various insurance companies and discount programs via telecommunication.
  • Researched accounts receivable and consulted with insurance companies to institute settlement of accounts.
  • Facilitated appeals to insurance companies for services based on contractual reimbursement agreements
  • Prepared account submissions for presentation to insurance companies.
  • Verify insurance claims and payments with insurance companies; also write appeal letters for denial on claims.
  • Worked as a liaison between business owners and insurance companies to resolve client insurance needs.
  • Assist in the posting of payments from insurance companies, patients, and clients.
  • Served as a liaison between patients, insurance companies and treatment facilities.
  • Called Insurance companies with questions on the EOB, if any.
  • Follow up with insurance companies regarding claims payment.
  • File appeals to insurance companies on patient claims for outpatient lab work, including obtaining correct diagnosis information from doctors.
  • Cash Poster Conducted Medicaid transaction posting from insurance companies and Hospice care facilities.

Show More

49. KYC

demand arrow
low Demand
Here's how KYC is used in Client Specialist jobs:
  • Adhere to corporate and regulatory control standards, including KYC (Know Your Client) and AML (Anti-Money Laundering.)
  • Performed the required KYC screening on new clients by documenting and corroborating the information obtained on the client.
  • Handled KYC, compliance and regulatory items related to client contracts, trust agreements and invoices.
  • Subject mater expert (SME) on account opening policies and KYC requirements.
  • Assure adherence to corporate compliance and regulatory control standards including KYC / AML.
  • Completed new client adoptions and periodic reviews for clients confirming KYC data requirements
  • Complete KYC/EDD on new and existing clients.
  • Assist with audits and AML/KYC related issues.
  • Utilized various software related to AML/KYC.
  • Key participant in remediation project review of approximately 1600 KYC files; solely responsible for increased risk portfolio.
  • Reduced the rejection rate by 10% and become first on-boarders with zero KYCs rejections.
  • Perform due diligence CIP/AML/KYC and communicate findings to AML, Legal and Compliance Depts.
  • Developed quality assurance ("QA") protocols and spearheaded the QA process to improve and standardize KYC/CDD requirements.

Show More

50. Medicaid

demand arrow
low Demand
Here's how Medicaid is used in Client Specialist jobs:
  • Received inbound calls from clients regarding individualized case information regarding benefits including Medicaid and SNAP benefits.
  • Educated consumers in Medicaid and Qualified Health Plan medical insurance.
  • Screened and assessed consumer eligibility for potential Medicaid related services.
  • Assisted in the departmental development of the Michigan Health Link State program for dual eligible Medicaid and Medicare recipients.
  • Trained and update staff regarding Illinois and Indiana Medicaid Managed Care Plans policies and procedures.
  • Assist with resubmitting denied claims for the Medicare/Medicaid team.
  • Verify Insurance status Fill out Medicaid application for clients online Scanning, Validation, and Typing for medical records.

Show More

Client Specialist Jobs

NO RESULTS

Aw snap, no jobs found.

20 Most Common Skills For A Client Specialist

Customer Service

23.7%

Client Relationships

14.6%

Financial Goals

13.3%

New Clients

10.1%

Phone Calls

4.7%

Client Service

4.0%

Data Entry

3.6%

Credit Card Transactions

3.4%

Technical Support

2.5%

CRM

2.1%

Product Knowledge

2.1%

Vanguard

2.0%

High Volume

2.0%

New Accounts

1.9%

Client Information

1.8%

Problem Resolution

1.7%

Scheduling Appointments

1.7%

Account Management

1.6%

High NET

1.6%

Customer Retention

1.5%
Show More

Typical Skill-Sets Required For A Client Specialist

Rank Skill
1 Customer Service 17.9%
2 Client Relationships 11.0%
3 Financial Goals 10.1%
4 New Clients 7.7%
5 Phone Calls 3.6%
6 Client Service 3.0%
7 Data Entry 2.8%
8 Credit Card Transactions 2.6%
9 Technical Support 1.9%
10 CRM 1.6%
11 Product Knowledge 1.6%
12 Vanguard 1.5%
13 High Volume 1.5%
14 New Accounts 1.5%
15 Client Information 1.4%
16 Problem Resolution 1.3%
17 Scheduling Appointments 1.3%
18 Account Management 1.2%
19 High NET 1.2%
20 Customer Retention 1.1%
21 Appropriate Products 1.1%
22 Sales Goals 1.1%
23 Troubleshoot 1.0%
24 Client Issues 1.0%
25 Medicare 1.0%
26 Outbound Calls 1.0%
27 Special Projects 1.0%
28 Powerpoint 1.0%
29 Wealth Management 1.0%
30 Conference Calls 0.9%
31 Client Inquiries 0.9%
32 HR 0.8%
33 Wire Transfers 0.8%
34 Financial Advisor 0.8%
35 Customer Relationships 0.8%
36 Customer Information 0.8%
37 Sales Representatives 0.8%
38 Finra 0.7%
39 Income Tax Returns 0.7%
40 Investment Guidance 0.7%
41 External Clients 0.7%
42 Appropriate Solutions 0.7%
43 Ensure Compliance 0.7%
44 Client Data 0.6%
45 Account Maintenance 0.6%
46 Building Rapport 0.6%
47 Due Diligence 0.6%
48 Insurance Companies 0.6%
49 KYC 0.6%
50 Medicaid 0.6%
{[{skill.rank}]} {[{skill.name}]} {[{skill.percentageDisplay}]}%
Show More

20,579 Client Specialist Jobs

Where do you want to work?

To get started, tell us where you'd like to work.
Sorry, we can't find that. Please try a different city or state.