Top Service Associate Skills

Below we've compiled a list of the most important skills for a Service Associate. We ranked the top skills based on the percentage of Service Associate resumes they appeared on. For example, 31.9% of Service Associate resumes contained Customer Service as a skill. Let's find out what skills a Service Associate actually needs in order to be successful in the workplace.

The six most common skills found on Service Associate resumes in 2020. Read below to see the full list.

1. Customer Service

high Demand
Here's how Customer Service is used in Service Associate jobs:
  • Ensured protection of the privacy and confidentiality of all Medicare data and provided customer service support for other departments as required.
  • Provide outstanding customer service to include customer resolution, answering various customer inquiries, providing billing statements upon request.
  • Delivered superlative customer service in order to ensure an unparalleled client experience in a fast paced call center environment.
  • Responded to and resolved non-clinical problems and complaints related to customer service in an accurate effective and timely manner.
  • Updated customer information in the customer service database during calls and documented all actions taken regarding customer orders.
  • Provided timely feedback to supervisor regarding any repetitive customer service concerns and any technical or support problems.
  • Established and maintained effective and cooperative working relationships with other departments, customer service and credit granting
  • Maintained consistent goals and was recognized regularly for exceeding company quotas and practicing pristine customer service.
  • Provide exceptional customer service, comply with Federal and State regulations and company's security procedures.
  • Provided customer service and assisted Pharmacist with prescriptions, general inventory and data entry of store
  • Provide excellent customer service to internal and external customers including our agents and Broker Dealers.
  • Organized daily operations while managing a team of Assistants and maintained highest level of customer service
  • Provided superior customer service to patients and staff by providing a clean and sanitary environment
  • Forged excellent relationships with customers through strong follow-through and excellent customer service skills.
  • Answered incoming calls from customer service representatives for supplementary information on client accounts.
  • Managed operations to provide timely customer service, and ensure security against theft.
  • Managed hotel food services function and provided excellent customer service in cafeteria operations.
  • Provided underwriting, customer service, and quality assurance support to individual annuity division
  • Handled day-to-day interactions with sellers beyond the scope of traditional customer service responsibilities.
  • Initiated and responded to correspondence swiftly and accurately for optimum customer service.

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2. Financial Services

high Demand
Here's how Financial Services is used in Service Associate jobs:
  • Contributed to the development of a new business unit providing financial services to the small/intermediate corporate market.
  • Participated in the Prudential Development Program to become a Financial Services Associate.
  • Recruited into newly formed Strategic Services practice for Financial Services vertical.
  • Maintain teller drawer and process transactions for financial services and collections department
  • Developed a comprehensive operational understanding of the financial services industry.
  • Reviewed, interpreted and acted upon reports regarding financial services.
  • Support other financial services and cross-sell/advertise products.
  • Provide outstanding customer service while providing financial services
  • Provided administrative assistance to Financial Services Director
  • Assisted customers needing financial services.
  • Selected for Look at Leadership Program to determine if future viability of becoming a manager of financial services and completed.
  • Specialized in providing financial services to the personal and multicultural business communities in the DC, MD, and VA.
  • Report daily transactions, following security procedures, perform other financial services duties, and report to a District Manager.
  • Acted as a key member for staffing engagements in the Financial Services Sector in documentation and testing internal control functions.
  • Helped the Financial Services department be more efficient and effective by offering assistance in the areas of utmost necessity.
  • Assisted customers in their selection of various accounts and financial services; cross-sold the bank's products and services.
  • Provided clerical support to Specialized Financial Services by providing manual checks for CHC medical payments and CIGNA incentive programs.
  • Set appointments with account executives; follow up, provide tax information as well as general customer financial services.
  • Provide financial services for uninsured patients undergoing procedures based on source of income implementing a fixed fee schedule.
  • Marketed personal financial services to Massachusetts residents by mail and phone, according to a marketing plan.

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3. Phone Calls

high Demand
Here's how Phone Calls is used in Service Associate jobs:
  • Provide excellent customer service maintaining store appearance, Cashiering Receiving phone calls inquiries answering company radio calls.
  • Fielded incoming phone calls, emails and in-person inquiries from potential clients and established program participants, especially Spanish speaking participants.
  • Performed administrative duties such as answering phone calls, emails, and attending HR meetings to ensure the program was well-organized.
  • Handled various filing, faxing, phone calls, payments made, and other general office duties on a day-to-day basis.
  • Answer customer phone calls, assist with website, answer questions, take orders and lightly soft sell additional products.
  • Assisted with new hire training by monitoring their phone calls & providing quality counsel to develop their skills & expertise.
  • Handled patient phone calls and fulfillment for The Hormone Foundation, the patient education affiliate of The Endocrine Society.
  • Utilized the team leader and other valuable sources during challenging phone calls to always provide the best service possible.
  • Provided managerial support to the district manager to include covering shifts, sending emails, and making phone calls.
  • Job included cleaning the store, helping clients, handling food, answering phone calls, and managing inventory.
  • Provide customer service to constituents of Phi Theta Kappa via phone calls and through OTRS email ticket system.
  • Responded to email inquiries and phone calls regarding programs, courses, housing, travel arrangements, etc.
  • Provided customer service, including answered phone calls, respond to inquiries and provided clerical and secretarial support.
  • Answered phone calls and responded to requests and inquiries, as allowed, while executing assigned duties.
  • Screened phone calls, determined the nature of the calls and redirected callers to the appropriate department.
  • Prospect new business through phone calls, walk-ins, e-mail, direct mail and various marketing campaigns.
  • Answer phone calls regarding product warranty, and processing returns if there is fault in the product.
  • Answer incoming phone calls, take accurate messages and transfer calls to the appropriate department or employee.
  • Maintained service levels by managing phone time so available to take phone calls and respond to emails.
  • Greeted and assisted customers, restocked shelves, answered phone calls, cash handling and deliveries.

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4. Data Entry

high Demand
Here's how Data Entry is used in Service Associate jobs:
  • Counted and dispensed prescribed medications under the supervision of pharmacist and assisted with data entry for patient and prescription information.
  • Performed manual data entry of applications by independently interpreting application data and deciding proper use of complex entry rules.
  • Perform data entry and update resident accounts, enter community calendar events and property information as needed.
  • Assemble merchandise Product stocking Inventory Data entry Cashiering Customer service Loss prevention Janitorial tasks Solicit sales
  • Determine insurance eligibility/verification, EMR/EHR, customer service and data entry.
  • Performed in-depth proofreading and editing of documents for data entry referencing.
  • Utilize chronological Data Entry Filing System to organize service orders.
  • Provided data entry support for all incoming security clearance applications.
  • Operated cash registers and processed data entry for applications.
  • Complete supporting paperwork or any data entry required
  • Detail oriented data entry and account management.
  • Executed data entry and information management.
  • Detailed oriented data processing/data entry.
  • Completed a data entry project that included entering a three year backlog of student internship data into an HRIS like program.
  • Checked accuracy of daily work (e.g., data entry, reports, invoices, support specialist reviews, etc.)
  • Performed clerical duties, including data entry, filing paper documents, email, calendar management, and word processing.
  • Filled prescriptions (Data Entry, labeling, stocking/pouring medications, NDC checks), inventory management duties, stocking.
  • Performed extensive data entry in processing Service Center Requests while maintaining a high level of accuracy on a daily basis.
  • Handled multiple cash & clerical tasks, including data entry, filing, records management, and bill payments.
  • Assisted with the rollover process, research data, and data entry for rollover checks into the Access database.

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5. Credit Card Transactions

high Demand
Here's how Credit Card Transactions is used in Service Associate jobs:
  • Prepared food, POS Responsibilities including cash transactions, credit card transactions, responsible for a clean and sanitary work environment.
  • Processed cash, check and credit card transactions on computer and mobile registers - Handled customer merchandise returns and exchanges
  • Provided excellent service to customer's - Operated a cash register for cash, and credit card transactions with accuracy
  • Performed data entry credit card transactions; reconciled / noted and reported discrepancies found in records.
  • Operated the point of sale system for checkout, managed cash and credit card transactions.
  • Reconcile Cash, Checks and Credit Card transactions for Western United and ACA Insurance.
  • Operated a cash register, processed debit and credit card transactions for customers.
  • Post customer payments by recording cash, checks and credit card transactions.
  • Processed cash and credit card transactions for customers to increase efficiency.
  • Key check or credit card transactions with appropriate entry codes.
  • Handled all cash, check, and credit card transactions
  • Processed cash, check, and credit card transactions.
  • Reconcile Credit Card transactions for all Branch Offices.
  • Received cash and credit card transactions.
  • Check and respond to all customer inquiries in a timely and appropriate fashion Handle cash and credit card transactions daily and accurately
  • Handled day to day interactions with customer Answered customer telephone inquiries Assisted customer purchases and operate cash register and credit card transactions

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6. New Accounts

high Demand
Here's how New Accounts is used in Service Associate jobs:
  • Supported sales representatives in opening new accounts and assisted with sales authorization among other inquiries.
  • Planned successful marketing and advertising strategies targeting and developing new accounts.
  • Participated in New Accounts automation initiatives.
  • Opened new accounts and loans and made referrals to other areas of the bank to exceed in sales and referral goals.
  • Opened new accounts including checking savings, IRA's and CD's and met quarterly sales goals set by my manger.
  • Open new accounts including but not limited to: checking, savings, loan packages, home equity lines, etc.
  • Helped in processing new accounts including checking, savings, Visa check cards, certificates of deposit, and IRAs.
  • Assist departments to open new accounts for existing and new customers and assist in efficient completion of all application forms.
  • Led team in processing purchase, redemption, and exchange orders required for trades and the establishment of new accounts.
  • Job responsibilities include meeting and greeting all customers, assisting all guests with travel information and new accounts set up.
  • Created operational manuals detailing procedures for New Accounts, Cashiering and Wire operations to be used for reference by employees.
  • Captured new accounts through outside-the-box strategies of targeted markets and establishing rapport of like-minded affluent, high net worth individuals.
  • Assist clients in opening new accounts, loans, credit cards that are customized based on customers' needs.
  • Assist members with opening new accounts, maintaining current accounts, loan applications, and process deposits or withdrawals.
  • Opened new accounts for clients, processed account transfers (ACAT & non-ACAT), and account changes.
  • Open new accounts including Checking, Savings, Money Markets, Certificate of deposit, and business accounts.
  • Make 10-30 calls daily to make contacts and open new accounts, offer investments, and business services.
  • Perform quarterly office audit on; New Accounts, Closed Accounts, Wire transfers, Cashier s Checks.
  • Served as the New Accounts and Client Communications liaison to inform the service center of important processing updates.
  • Opened new accounts based on customer needs and accurately prepared all required documents for completing the transaction.

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7. Customer Accounts

high Demand
Here's how Customer Accounts is used in Service Associate jobs:
  • Collaborated with Customer Service to determine the exact changes or modifications to customer accounts.
  • Serviced multiple customer accounts on a daily basis ensuring accuracy of all activities.
  • Created non-charge customer accounts and ensured meeting company goals for professionalism and courtesy.
  • Provided high-level of customer service by researching customer accounts and resolving any issues.
  • Open customer accounts in accordance with all account opening and account ownership verification.
  • Managed Sears customer accounts and maintained absolute responsibility for accuracy and resolution.
  • Established new customer accounts and updated database with customer and sales information.
  • Work under minimum supervision and establish company procedures to customer accounts.
  • Assessed customer accounts for suspension or restoration of telephone services.
  • Filed necessary reports to correct inaccuracies with customer accounts.
  • Recorded customer inquiries by documenting responses in customer accounts.
  • Input data into computer regarding customer accounts.
  • Processed and managed multiple customer accounts.
  • Service customer accounts, building long-lasting customer relationships by cross selling bank products and referring to appropriate line of business partners.
  • Gathered and processed information needed to open new customer accounts and services, compute fees, interest, and service charges.
  • Analyze and validate shelf stock, pricing error, and failure to supply claims to ensure accurate payment to customer accounts.
  • Monitored 3000-5000 customer accounts with a high degree of accuracy with strong attention to detail and a focus on quality.
  • Serviced customer accounts, executed change of addresses, ATM claims, and all other account servicing requests.
  • Manage and maintain customer accounts, adjustments, SCRA accounts, customer refund review and audit.
  • Set up new customer accounts and follow up to make sure there are no errors.

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8. Patient Rooms

high Demand
Here's how Patient Rooms is used in Service Associate jobs:
  • Replace soiled linen, vacuum, sweep, mop, dust and wipe down patient rooms to maintain a healthy environment.
  • Maintained all patient rooms, isolation rooms, nurse stations, staff areas and other ancillary areas with the proper chemicals.
  • Provided environmental service (in a hospital setting) sanitizing the facility's patient rooms as well as public areas.
  • Detail cleaned all patient rooms and stretchers in the Emergency Department and other departments using a 10 step cleaning process.
  • Preformed terminal procedures of patient rooms and prepared rooms for new occupants; following isolation procedures in isolation rooms.
  • Clean all assigned areas, including patient rooms, public areas, procedure rooms, offices and equipment.
  • Distributed labs, chemotherapy, blood specimen and medications to and from the laboratory and the patient rooms.
  • Complete cleaning and disinfecting of all areas including ER, patient rooms, restrooms, and offices.
  • Cleaned and sanitized all areas of the hospital including patient rooms and offices, assuring sterile environments.
  • Cleaned and organized patient rooms, operating rooms, nurse stations, and various areas assigned to.
  • Sanitize and disinfect all patient rooms, beds, bathrooms, medical equipment and offices.
  • Worked in the Emergency Department, cleaning patient rooms in a fast paced work environment.
  • Cleaned patient rooms, bathrooms, stocked supplies, removed equipment, transported hospital beds.
  • Make beds, following cleaning procedures in all patient rooms and on-call rooms as assigned
  • House keeping in patient rooms, emergency room, public restrooms, doctor offices.
  • Cleaned patient rooms, nursing stations, and ancillary areas to meet OSHA standards.
  • Clean patient rooms throughout hospital during patients stay and after they are discharged.
  • Clean and sanitize patient rooms, use of commercial chemicals, frequent patient interaction
  • Performed environmental service duties in all common areas, patient rooms and offices.
  • Ensured that patient rooms and public areas are cleaned to the highest standards.

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9. Monetary Transactions

high Demand
Here's how Monetary Transactions is used in Service Associate jobs:
  • Provided service to customers in accordance to company legal policies and procedures by completing monetary transactions.
  • Processed monetary transactions and trades for retirement and non-retirement brokerage and mutual fund accounts.
  • Process various types of monetary transactions for customers with acute attention to accuracy.
  • Perform monetary transactions and discover financial needs and provide products and service recommendations
  • Recorded monetary transactions promptly, accurately and in compliance with bank procedures.
  • Reviewed, verified and adjusted monetary and non-monetary transactions.
  • Handle monetary transactions of University recreation facilities.
  • Processed standard monetary transactions and loan payments.
  • Complete various monetary transactions such as checking cashing, prepare money orders, process cash advance requests, and collect payments.
  • Processed payments, transfers, wires and many other monetary transactions on an ongoing basis daily.
  • Scheduled appointments for the service center as well as completed monetary transactions once service was complete.
  • Handled on average 215 monetary transactions a day with less than 1% error.
  • Completed monetary transactions on cash register for credit, debit, and cash purchases.
  • Managed monetary transactions over $1,000 nightly with little to no account errors.
  • Approved monetary transactions between the Controller's Office and all student organizations.
  • Conducted daily monetary transactions in excess of $50,000.
  • Handled all types of monetary transactions.
  • Handled and secured multiple over the phone monetary transactions Resolved customer inquiries sufficiently by maximizing their experience with superior customer service.
  • Approve new account setup, modification and account monetary transactions Assist senior management with client operational inquiries and complaints.
  • Entered sensitive data, filed paperwork, and processed monetary transactions Greeted and engaged patrons

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10. Bank Products

high Demand
Here's how Bank Products is used in Service Associate jobs:
  • Negotiated and endorsed innovative banking business opportunities by vending bank products.
  • Open financial accounts which include Checking, Savings, and Credit Cards according to customer needs and by cross-selling bank products.
  • Solicited and promoted new business by selling bank products, conducting sales activities, and referring business to other units.
  • Provided in-person customer service for accounts, handled transactions, sold and cross-sold bank products and services.
  • Conducted meetings with tellers to educate them on bank products and how to sell them to customers.
  • Processed account openings, cash and check deposits and payment for all bank products and services.
  • Recognize sales opportunities and cross-sell bank products and services to customers utilizing sales tools and services.
  • Handle client calls regarding clients IRA Accounts, Easy Savings, Bank Card and bank products.
  • Originated home equity and personal loans with emphasis on cross-selling insurance and other bank products.
  • Support a sales environment and actively seek opportunities to cross-sell bank products or make referrals.
  • Maintained broad knowledge of bank products and services and proactively matched these to customer needs.
  • Referred products to help customers by having proficient knowledge of the bank products and services.
  • Provided excellent service to teller line customers and effectively Cross sold bank products and services
  • Assisted business customers with their banking needs and sold additional bank products to customers.
  • Provide financial advice and promote bank products and services to current and potential customers.
  • Established relationships with current and potential clients with the selling of bank products and services
  • Promoted bank products and services while earning bonuses and maintaining high performance levels.
  • Excelled at developing relationships with my customers through cross-selling various bank products.
  • Created and help implement new promotions for bank products in the branch.
  • Explain, advise, and promote bank products and services to customers.

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11. ATM

high Demand
Here's how ATM is used in Service Associate jobs:
  • Implemented individual psychological treatment plans and conducted assessments pertaining to suicide, self-injurious, and at risk behavior.
  • Evaluated incoming adolescents through interviewing and testing to provide recommendations for treatment at state residential treatment facility.
  • Administer medication and medical treatment as prescribed following physician's orders and utilizing correct agency procedures.
  • Complete detailed results in report form along with recommendations for further treatment and Criminal Adjudication.
  • Developed and implemented effective behavioral management techniques consistent with goals and treatment plans.
  • Provide direct service treatment and case coordination for adults with intellectual disabilities.
  • Processed Debit/ATM cards maintenance and ordering approximately 200 applications or more daily.
  • Marketed with seminars offering boardroom atmosphere, enhanced by professional catering.
  • Monitored and participate in scheduled treatment and recreation activities with adolescents.
  • Participated in Behavioral Management Plans/Care Treatment Team meetings and other processes.
  • Assist treatment associates with behavioral management, counseling and resolution.
  • Contributed positively to an atmosphere that promoted superior customer service.
  • Developed and collaborated on in-treatment and discharge planning for patients.
  • Maintained and documented patient information pertaining to ongoing treatment.
  • Maintained dining area and provided a positive atmosphere for residents
  • Developed ability to work in a fast-paced atmosphere.
  • Facilitate active treatment and complete daily documentation forms.
  • Planned, implemented and updated individualized treatment programs.
  • Fostered a homelike atmosphere throughout the community.
  • Certified Technology Manager - ATMAE Certification.

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12. Client Relationships

high Demand
Here's how Client Relationships is used in Service Associate jobs:
  • Communicated services, policies and procedures effectively and articulately to clients which resulted in comprehensive and intimate client relationships.
  • Developed client relationships through consistent communication and follow up supporting Hamilton's core value of exceeding customer expectations.
  • Developed client relationships by cross/relationship selling, in-and out-bound calling and supporting product marketing and promotion techniques/campaigns.
  • Provide quality customer service while building Wells Fargo client relationships in an institutional retirement call center.
  • Expanded client base by consistently providing unparalleled customer service and building strong client relationships.
  • Developed highly empathetic client relationships and earned a reputation for exceptional customer service.
  • Led diversity initiatives and target marketing to build client relationships and enhance recruiting.
  • Developed and implemented action plans aimed at generating business and expanding client relationships.
  • Developed strong client relationships and earned a reputation for exceeding required expectations.
  • Support senior bankers in building client relationships and originating new transactions.
  • Demonstrated ability to manage multiple client relationships and engagements.
  • Manage expectations of existing client relationships during system migration.
  • Nurtured client relationships in support of service initiatives.
  • Cultivated client relationships while providing outstanding customer service.
  • Retained client relationships through guaranteeing customer satisfaction.
  • Build and enhance client relationships by providing comprehensive, personalized service to high net worth clients.
  • Conserve existing insurance and investment client relationships by matching the appropriate products for the right objectives.
  • Develop client relationships by listening to their needs and concerns and recommending products and services.
  • Established and maintained long-lasting client relationships with our business customers throughout the nine state region.
  • Associate, Prime Services Manage and cultivate Broker-Dealer client relationships to drive long-term revenue growth.

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13. High Volume

high Demand
Here's how High Volume is used in Service Associate jobs:
  • Managed very high volume of repair requests with the responsibility for providing superior customer service.
  • Handle high volume of over-the-counter transactions including cash deposits and withdrawals.
  • Performed preventive and corrective maintenance on high volume robotic welding systems.
  • Maintained high volume automated robotic welding systems.
  • Handled a high volume of phone inquiries from providers on a daily basis by answering and resolving Medicare related issues.
  • Managed high volume of inbound calls with independent insurance agents and customers relating to policy coverage issues and billing inquiries.
  • Managed a high volume of incoming calls from sales representatives and customers within a 90% goal of calls answered.
  • Trusted with high volumes of confidential information such as student records, accounts, and personal information maintaining FERPA regulations.
  • Handle a high volume of incoming calls from agents and clients on a daily basis regarding policy contracts.
  • Analyzed data and recommended corrective action which resulted in the reduction of the high volume of client cases.
  • Answered and managed a high volume of calls and e-mails from brokers, bank reps, and clients.
  • Provided excellent high volume customer service and inquiries in person, by phone, and through email.
  • Handle a high volume of telephone inquiries in a fast pace environment while ensuring high customer satisfaction.
  • Answered a high volume of inbound vendor calls to record updates, costs and work order closure.
  • Provided excellent customer service and client advocacy skills and services in a high volume call setting.
  • Responded to a high volume of customer inquiries while providing a high level of customer service.
  • Worked with customers both on phone and in person in high volume, fast paced environment.
  • Worked in a fast pace high volume deli in a brand new whole sale club.
  • Assisted in the implementation of multiple year end mailings as well as high volume holiday initiatives
  • Fast paced, high volume customer service, sales, store recovery, and inventory.

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14. Financial Transactions

high Demand
Here's how Financial Transactions is used in Service Associate jobs:
  • Process activity ranging from account maintenance to extensive financial transactions within a deadline oriented environment while maintaining all required controls.
  • Store key holder and assistant management responsibilities include opening and closing the facility, customer service and oversees financial transactions.
  • Process customers financial transactions and assist them with questions regarding their account or company products/services through exceptional customer service.
  • Provided full service banking by processing all financial transactions accurately and in a timely manor.
  • Performed financial transactions accurately and quickly to create a positive impression of the company.
  • Process customer financial transactions and assist customers regarding their account or company products/services.
  • Performed a variety of financial transactions including issuing deferred deposits and cashing checks.
  • Provide top-notch customer service by handling financial transactions accurately and efficiently.
  • Assisted shareholders and broker-dealers with financial transactions and trades.
  • Conducted financial transactions at events and maintained accurate records.
  • Track payments and allocated financial transactions as required.
  • Facilitated financial transactions and resolved customer issues.
  • Processed a variety of customer financial transactions.
  • Processed incoming checks and related financial transactions.
  • Process all customer related financial transactions.
  • Execute relevant financial transactions for customers.
  • Investigated inquiries into financial transactions.
  • Preform financial transactions for members, solve problems to the best of my ability, and make it easy for everyone
  • Supported Business Loan Officers with servicing client financial transactions, entered Business loans requests via the Bank Pro loan system.
  • Assist customers with financial transactions and locating products; ensure that items are in its correct location for customer accessibility.

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15. Financial Advisor

average Demand
Here's how Financial Advisor is used in Service Associate jobs:
  • Partnered with Financial Advisors and/or Financial Service Representatives in the administration of insurance and investment accounts and their securities trading functions.
  • Provided support to Financial Advisors by handling administrative and research tasks and supported clients by explaining administrative functions.
  • Provided excellent customer service to Financial Advisors and their assistants throughout multiple banking tasks aimed towards increasing revenue.
  • Implemented administrative support to Financial Advisors and their Sales Assistants by processing IRA distributions and terminations.
  • Worked directly with financial advisors to provide high quality administration support and oversee direct client relations.
  • Supported financial advisors/wholesalers in selling mutual funds and retirement products by acting as a technical resource.
  • Managed relationships with the Financial Advisors, interfaced with operations teams and performed administrative duties.
  • Provided detailed research and resolution of client inquiries from investors and financial advisors nationwide.
  • Assisted Financial Advisors who provided financial planning for individuals and small business owners.
  • Developed and maintained close relations with numerous financial advisors and clients throughout the Northeast
  • Assisted veteran financial advisors by providing appropriate investment recommendations and maintaining client relationships.
  • Communicate operational and financial industry policies and procedures to financial advisors.
  • Provided support and serviced accounts for non-Prudential financial advisors and clients.
  • Delivered indispensable service to Commonwealth financial advisors using various online resources.
  • Maintained daily appointment calendar with support staff and financial advisors.
  • Provided Market fund information to shareholders and Financial Advisors.
  • Communicated with Financial Advisors regarding account level remediation procedures.
  • Executed mutual fund/equity trades for company financial advisors/clients.
  • Advised Management and Financial Advisors of money/securities due.
  • Referred customers to financial advisors for investment opportunities.

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16. Front End

average Demand
Here's how Front End is used in Service Associate jobs:
  • Front end assistant responsible for interfacing with executive members.
  • Manage the front end open and closed the office manage the safe work with customer did lottery money orders and western union
  • Perform all day to day activities of the front end; responsible for supervising cashiers, safe and bookkeeping reports.
  • Handled customer transactions, met front end performance goals, and promoted additional products and services.3000 Epson Plantation Dr.
  • Coded Front End System with accurate information for creation of contract, first bill, and booklet text.
  • Coordinate setup of all front end staff, managing as many as 15 employees at any given time.
  • Handle cash operations, meet and assist customers, keep front end clean, merchandised, and priced.
  • Front End Manager- making sure cashiers are greeting customers and asking if they had a great shopping experience.
  • Reconcile daily transactions with closeout reports, and maintain appearance of lot and front end of store.
  • Performed front end tasks, such as bagging groceries, and clean sweeps throughout the store daily.
  • Help supervise front end of store ensuring customers have a quick and friendly check out experience.
  • Managed multiple tasks simultaneously to make certain the front end of the store was properly managed.
  • Replenish stock for front end and receiving, pull orders, and receive new materials.
  • Maintain knowledge of front end operations and stay current on changes in policies and procedures.
  • Worked in the front end of the most profitable Martin's store in Virginia.
  • Performed hourly floor walks to ensure safety throughout the store and worked the front end
  • Cross-trained in all departments including front end, cosmetics, and photo center.
  • Managed point of sale transactions for the pharmacy and the front end store.
  • Head Cashier Overseeing front end, including all cashiers, and loaders.
  • Supervised cashiers' daily work schedules and managed the front end environment.

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17. Sales Goals

average Demand
Here's how Sales Goals is used in Service Associate jobs:
  • Participate in customer-focused, efficient and effective daily operations by achieving service and sales goals and responding to customer concerns.
  • Deliver dynamic customer service to maximize measured sales goals.
  • Exceeded personal sales goals and performances metrics while working as a team member to contribute to overall store total revenue goals.
  • Work closely with branch management in achieving sales goals by developing, setting and achieving personal sales and referral goals.
  • Assisted in the achievement of branch sales goals by developing, setting and achieving personal sales and referral goals.
  • Established, retained, and deepened relationships with banking center customers and potential customers to achieve sales goals.
  • Connect with customers to decipher need for bank products, exceeded aggressive sales goals in all quarterly reviews.
  • Meet individual sales goals and work with team members to meet quarterly office goals.
  • Educated customers on new products and met 95% of predetermined sales goals.
  • Managed large amounts of cash, personal sales goals, and client accounts.
  • Lead other employees to complete job requirements and reach and/or surpass sales goals.
  • Created multiple promotions to help the branch focus and reach sales goals.
  • Marketed and sold company s products, meeting and exceeding sales goals.
  • Helped ensure the success of both branch and corporate sales goals.
  • Excelled in sales goals by increasing investment referrals by 5%.
  • Achieved branch sales goals resulting in an increase of 60%.
  • Exceeded team sales goals by 20% during the holiday period.
  • Work as a team to help branch obtain daily sales goals.
  • Maintain sales goals and assist with client retention efforts.
  • Reached sales goals of the branch every quarter.

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18. Medical Records

average Demand
Here's how Medical Records is used in Service Associate jobs:
  • Processed in/outpatient medical records necessary for completion & uploaded to EMR within a timely manner.
  • Maintained medical records on all recipients auditing for content and appropriate documentation.
  • Communicate directly with providers in pursuit process of obtaining medical records.
  • Verify member and benefit eligibility and create medical records as appropriate.
  • Updated and maintained client home-based medical records as required.
  • Reviewed medical records submitted for reprocessing of claims.
  • Maintain patient information of medical records daily.
  • Job Description: Front Office Clerk, Patient registration, WIC issuance, maintain medical records, perform any/all clerical functions.
  • Operate health line, schedule appointments, check insurance status, create medical records, and provide customer services in secure environment
  • Operate office equipment and use word processing, spreadsheet, or other software applications to prepare reports or medical records.
  • Maintained strict confidentiality and abide by HIPAA Laws when processing pertinent information pertaining to members' medical records and history.
  • Assisted in Medical Records department with setting up charts for admission, filing, and data entry.
  • Responded to subsequent requests for billing related information such as DRG worksheets, medical records and EOB.
  • Audit medical records, and employee files to stay in compliance with state and federal policy.
  • Served as information liaison for therapy department (insurance, medical records, face sheets).
  • Obtain signatures, assemble medical records, distribute to correct locations, file/process charts, etc.
  • Perform concurrent review of patient medical records to ensure the deliverance of quality patient care.
  • Drafted documents and forms for facility use in medical records, nursing and other departments.
  • Fast paced call center environment; contact provider practices and negotiate to obtain medical records.
  • Learned to work with medical records in a professional manor in accordance with HIPPA regulations.

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19. Special Projects

average Demand
Here's how Special Projects is used in Service Associate jobs:
  • Maintained or exceeded department standards for quality and productivity while participating in special projects as assigned.
  • Collaborated with supervisor on special projects and process training.
  • Coordinated and managed Commission and Marketing Allowance special projects.
  • Generated daily reports of special projects for upper management.
  • Managed special projects to generate corporate holiday sales.
  • Volunteer for special projects requested by management.
  • Provided assistance to management on special projects.
  • Participated in special projects within department.
  • Participated in miscellaneous special projects.
  • Performed extensive research on retirement funds and client plan data in order to complete various special projects/ tasks within company compliance.
  • Completed special projects as given to me by supervisors, to assist in gathering data about consumer's likes and dislikes.
  • Processed audits, edits, and medical claims adjustments* Participated in special projects (ECKS)* Utilized Federal Regulation Guidelines
  • Assisted Patron Services Manager in special projects pertaining to customer's season subscriptions & opening night VIP seating charts.
  • Team member on early morning crew providing building maintenance services and repair when needed, and working special projects.
  • Maintained call volume and departmental standards, in addition to completing special projects as assigned by the Supervisor.
  • Perform special projects, as assigned - stripping and waxing floors, shampooing furniture, floor maintenance.
  • Work on special projects and provide administrative assistance to Processing specialist and Account Managers with daily tasks.
  • Assisted with special projects such as travel advances, W-9 forms and W-2 taxable payments.
  • Perform special projects and other duties as assigned by the Lead Analyst or Department Manager.
  • Assist team with customer callbacks, special projects and high volume inbound call level.

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20. Wire Transfers

average Demand
Here's how Wire Transfers is used in Service Associate jobs:
  • Alerted suspicious Funds Wire Transfers to Proper Authorities at OFAC and United States Department of Immigration and Customs Enforcement (ICE)
  • Service customers with check cashing, loan transactions, wire transfers, cash deposits to their debit cards and bill payments.
  • Recorded checks, utility payments, money orders, wire transfers, and all other sales on a system database.
  • Executed most retail and commercial transactions, including account opening, originating mortgage, consumer loans, wire transfers.
  • Maintain the custody of accounts of over $30-billion dollars; prepare and process all related wire transfers.
  • Processed daily non-post items, NSF return items, and assisted in the investigation of fraudulent wire transfers.
  • Perform cash management functions, such as check deposits, check requests, wire transfers, bill payments.
  • Processed teller transactions including deposits, withdrawals, loan payments, bonds, IRA's and wire transfers
  • Handle all cash transactions, wire transfers, ordering supplies, and all customer service needs.
  • Accepted utility payments, processed money orders, wire transfers and distribution of other financial services.
  • Worked with computers as well as money order machines and performed wire transfers through Western Union.
  • Cash checks and handle wire transfers, money order sales, and other financial services.
  • Demonstrated skills in the areas of check ordering, research, wire transfers and drafts.
  • Verified and approved wire transfers, journals, and other transactions input by sales assistants.
  • Process customer transactions such as bill payments, check cashing, wire transfers, etc.
  • Open business and personal account, conduct wire transfers and debit card maintenance.
  • Process utility bill payments, wire transfers, vehicle insurance and title loans.
  • Set up appointments, process check requests, wire transfers and general correspondence.
  • Performed wire transfers, opened up new sub accounts, Transacted on IRA accounts
  • Processed customers bill payments, loans, money orders and wire transfers.

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21. Internet

average Demand
Here's how Internet is used in Service Associate jobs:
  • Prepared wire transfer instructions in accordance with investor and/or fund management instructions through various internet banking platforms.
  • Monitored inventory and anticipated office supplies ordering when necessary by using corporate and various external internet websites
  • Facilitated the secure transfer of highly confidential documents via the internet and through traditional mail using various encryption methods.
  • Provide information to new customer regarding home phone services, Internet services, and television services prompting increased sales.
  • Log all POS and Internet phone calls into a database to keep track of the customer's issues.
  • Process inquiries and registrations received via the Internet, fax, mail or phone message as assigned.
  • Convert phone calls to tours, property tours to leases and Internet leads to tours and/or leases.
  • Prepared and analyzed budget for all marketing, advertising, public relations, and internet expenditures.
  • Demonstrated advanced PC skills by using multiple applications including Internet/intranet, Windows, Microsoft Office Suite.
  • Structured classes include computer basics, Introduction of Windows, Internet Searching and Email Basics.
  • Handle inbound calls VOIP (voice over internet phone) ensuring a positive customer experience.
  • Registered members for programs using proper Internet software in a quick and efficient manner.
  • Processed customer service requests via telephone, Internet or walk-ins and troubleshot customer concerns.
  • Solicited clients through internet leads, developed referrals, networked, and prepared proposals.
  • Use FrontPage to create and maintain department Internet and WorkWeb (Intranet) sites.
  • Inventory: Ordered bereavement materials through different internet sources and kept them stocked.
  • Assisted with development and refinement of new check card and internet banking systems.
  • Utilize Windows, Excel, Power point, and internet software programs.
  • Recruited new contractors via internet research, e-mail, and cold calling.
  • Assist customers with problem orders placed via internet or catalog.

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22. Bank Deposits

average Demand
Here's how Bank Deposits is used in Service Associate jobs:
  • Prepared bank deposits of checks, re-deposits of currency, resolved reporting discrepancies with regional office representatives or auditors.
  • Prepared daily bank deposits, and updated deposit information to database.
  • Performed opening and closing procedures including bank deposits and redeposit.
  • Prepared bank deposits and prepared redeposits.
  • Perform closing procedures; preparing bank deposits, investigating and resolving report discrepancies, verify money in cash drawer and safe.
  • Prepare bank deposits or re-deposits, investigating and resolving report discrepancies, and verifying money in the cash drawer and safe.
  • Input in-house or show site credit card batches, make company bank deposits, and actively collect on balances due.
  • Entrusted with financially sensitive activities, including daily cash handling and bank deposits in the $10,000 plus range.
  • Performed all cash management functions including preparation of bank deposits, processing of securities, and correspondence.
  • Removed and recorded amount of cash in register at end of shift and made bank deposits.
  • Resolved and investigated report discrepancies, prepared bank deposits and re-deposits, and verifies money.
  • Opened and closed the store, which included financial responsibility and making bank deposits.
  • Assist with preparing bank deposits amounting up to $150,000 in sales.
  • Perform a daily reconciliation of student account receivables and prepare bank deposits.
  • Summarized daily totals and made bank deposits.
  • Home Care.Duties include: Opening and closing store, bank deposits, shipping and receiving, monthly, and weekly reports.
  • Bank deposits and bank loan, count an deposit money from the safe to the bank.
  • Stocked,cleaned,made all bank deposits
  • Assisted with inventory and store orders Handled cash and bank deposits Trained new hires Key holder

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23. Customer Complaints

average Demand
Here's how Customer Complaints is used in Service Associate jobs:
  • Provided excellent customer service on the phone or in person and resolved customer complaints effectively and efficiently.
  • Provide exceptional customer service to patients, and resolve customer complaints effectively and efficiently.
  • Provided superior customer service and dealt effectively with customer complaints and concerns.
  • Commended by supervisors-responsible for a major reduction in customer complaints.
  • Helped diffuse customer complaints and foster customer satisfaction.
  • Resolved customer complaints and issues promptly and effectively.
  • Resolved customer complaints according to banking procedures.
  • Resolved billing disputes and satisfied customer complaints.
  • Handle customer complaints and insurance claims appropriately.
  • Answered incoming calls to provide customers/patients with answers to their questions and concerns, and resolve customer complaints and problems.
  • Developed excellent customer service skills handling hundreds of customer complaints, resolving 98% of all problems to customer satisfaction.
  • Provide excellent customer service to patients who are vulnerable and not feeling well, quickly resolving customer complaints.
  • Handle first level escalation of irate customer complaints and unresolved issues regarding the repair of their phone services.
  • Resolved customer complaints by listening to their concerns and doing everything in my ability to improve the situation.
  • Logged customer complaints, lost orders, and order tracking information in Right Now Technology ticketing system.
  • Assigned to task force team to resolve customer complaints at a quicker rate for the distribution department.
  • Provide outstanding customer service, handling customer complaints and resolving problems in an efficient and timely manner.
  • Trained employees in customer service and banking procedures, approved checks for payment, adjusted customer complaints.
  • Resolve customer complaints via phone, email, mail, social media or face to face.
  • Address customer complaints by drawing information from the consumer and providing solutions as often as possible.

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24. Bill Payment Transactions

average Demand
Here's how Bill Payment Transactions is used in Service Associate jobs:
  • Process utility and other bill payment transactions.

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25. Customer Questions

average Demand
Here's how Customer Questions is used in Service Associate jobs:
  • Responded to customer questions via telephone and email regarding insurance benefits, provider contracts, eligibility and claims.
  • Answered customer questions when prompted and ensured customer satisfaction with services provided.
  • Greeted and answered customer questions while completing customer transactions at register.
  • Obtain confidential information for loan applications and answer customer questions.
  • Answered customer questions regarding health benefits and retirement plans.
  • Answered customer questions related to services provided.
  • Assisted customers and ringing up goods; answering general customer questions, handled money, and perform multiple customer service duties.
  • Filled prescriptions * Assisted with stocking medication * Answered customer questions and inquiries regarding products and services * Registered patients
  • Handled customer questions on process, policies, and next steps, as well as updating claim information.
  • Answer customer questions and resolve related account issues to ensure customer satisfaction, including phone and in-person.
  • Answer, respond and resolve inbound customer questions relating to gift cards or general consumer questions.
  • Cross trained as a floor associate, merchandising, stocking, zoning and handling customer questions.
  • Answer customer questions in person and by phone about orders, and services.
  • Answered customer questions regarding products and services; Assisted customers with buying decisions.
  • Greet and answer customer questions while completing customer transactions over the phone.
  • Assist with inbound calls, addressing general customer questions and concerns.
  • Respond appropriately to customer questions, inquiries, and needs.
  • Assist customers by answering customer questions regarding products and services.
  • Answer customer questions; provide information on policy and procedures.
  • Communicate and respond to customer questions and requests as appropriate.

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26. Life Insurance

average Demand
Here's how Life Insurance is used in Service Associate jobs:
  • Processed life insurance replacement notifications exceeding regulatory time standards and company standard of 95% accuracy.
  • Processed dividend payments for shareholders for American Heritage Life Insurance Company.
  • Marketed life insurance and investment information to potential customers.
  • Maintain MS Life Insurance license and National Mortgage Loan Originator Registration through continuing education, as well as annual banking compliance courses
  • Educated clients on products including Life Insurance, Health Insurance, Long Term Care Disability, and other varied products.
  • Enrolled new hires in appropriate retirement program and entered pension and life insurance deductions timely in the BANNER payroll system.
  • Guided insurance agents through the life insurance policy projection/illustration ordering process resulting in same day or next business day output.
  • Work with survivors when life insurance benefits are payable and where research is needed to complete life insurance processing.
  • Maintained company's current portfolio of purchased life insurance policies, both with the carriers and with the clients.
  • Assist customers in the completion of product applications/forms for mortgages, home equity, long-term investments and life insurance.
  • Interacted with investment professionals and clients to provided support & service for various annuity contracts and life insurance products.
  • Handled inbound calls as well as escalated calls regarding variable and fixed annuities as well as term life insurance.
  • Specialized in retirement planning, life insurance, annuities and portfolio development for a diverse range of clients.
  • Provided participant level record keeping services for the Group Universal Life and Group Variable Universal Life Insurance products.
  • Document review for Private Wealth Management Brokerage, Life Insurance Annuities, and 529 College Save plans.
  • Managed sale of investments, retirement planning, variable annuities, life insurance, and health insurance.
  • Answer inbound calls and emails from brokers and plan administrators about life insurance, short term/long term disability
  • Prepared quarterly and annual tax reports, reviewed all health and life insurance information and retirement records.
  • Handled all financial and non-financial service issues for in force life insurance policies assigned to my region.
  • Prospected for clients in need of life insurance planning and developed strategies to meet their requirements.

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27. Sales Floor

average Demand
Here's how Sales Floor is used in Service Associate jobs:
  • Service customers in a fast paced, pressured environment* Custodial duties* Sales floor organization* Down stocking
  • Executed daily operations of organization of sales floor.
  • Provided professional phone, email and in-person support to customers and other employees as well as support on the sales floor.
  • Assist customers on sales floor, fitting room, and POS, stock, prepare orders to be shipped, cash register
  • Help with operational activities: go backs, distribute money for registers; cash register duties, sales floor displays.
  • Learn and properly perform other tasks assigned, including keeping sales floor clean and free of spills and other obstacles.
  • Assist in the receiving of new merchandise, prepare merchandise to be sold and display merchandise on the sales floor.
  • Stocked freight and helped maintain clean and orderly sales floor, operated cash registers, performed prorated warranty exchanges.
  • Positioned merchandise on the sales floor to maximize store appeal and minimize the loss of company assets.
  • Organize merchandise in stock room and on sales floor to prevent any inconvenience for co-workers or customers.
  • Maintained a clean and organized sales floor so that customers and staff could find products easily.
  • Utilized replenishment reports when replenishing the sales floor to ensure Company in-stock goals are maintained.
  • Greeted customers on sales floor and ascertained brand, type and quality of merchandise desired
  • Receive new merchandise from vendors, prepare and display merchandise on the sales floor.
  • Completed merchandise recovery in maintaining the sales floor and work area to company standards.
  • Addressed loss prevention issues immediately, both on the sales floor and in shipping/receiving.
  • Ensured that Return-to-Stock (RTS) merchandise was processed and returned to sales floor.
  • Unloaded merchandise from trucks, checked in inventory and transferred product to sales floor.
  • Designed most of the displays for the sales floor and attracted more business.
  • Prepare all daily inventory to be able to be put on sales floor.

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28. Independent Living

average Demand
Here's how Independent Living is used in Service Associate jobs:
  • Implement educational and work programs for individuals to assist with community placement and independent living.
  • Manage an independent living/homemaker caseload.
  • Job Summary: Provide supervision and instruction of independent living skills to residents using a person centered approach.
  • Teach and counsel adults in all aspects of independent living including cooking, shopping and home maintenance.
  • Assist individuals with activities of daily living to support and promote independent living, i.e.
  • Developed coping mechanism with the consumer's and taught independent living.
  • Provide training with daily and independent living skills.

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29. Computer System

average Demand
Here's how Computer System is used in Service Associate jobs:
  • Participated in committees concerning student relations and retention; implementation of BANNER, a computer system linking the statewide university departments.
  • Support daily financial operations for retirement plans including all financial controls ensuring that the computer systems are running correctly and smoothly.
  • Utilized computer systems for tracking, gathering, and documenting information shared within the organization.
  • Performed operating system enhancements to improve reliability and performance of computer systems.
  • Exhibited exceptional computer skills when having to deliver packages in computer system.
  • Researched and implemented new technologies; Responsible for departmental computer systems.
  • Accepted and processed data from customer information cards into computer system.
  • Process tax-exempt paperwork for business memberships through an online computer system.
  • Received and input checks and confidential information in computer system.
  • Entered case data into computer system and monitored case development.
  • Corrected computer system upon loan acquisitions from other mortgage companies.
  • Reviewed documentation and entered information into computer systems database.
  • Perform transactions completely and accurately using several computer systems.
  • Input data into computer system and generated required reports.
  • Admitted and discharged patients administratively into the hospital computer system
  • Updated any information necessary into computer systems.
  • Front desk duties, such as answering phone and checking clients into computer system and entering clients into computer system.
  • Inputted nurse or doctor requests via fax or phone regarding a patient's nutritional care into the computer system.
  • Function as a key holder with authority to override transactions, and manipulate the computer system for difficult transactions.
  • Trained Copy Center employees on computer system, cash register use, and on library policies and procedures.

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30. Account Maintenance

low Demand
Here's how Account Maintenance is used in Service Associate jobs:
  • Monitored and responded to service portal requests pertaining to account maintenance.
  • Performed account maintenance on annuity and insurance products.
  • Perform necessary account maintenance to fulfill customer requests.
  • Account maintenance and quality assurance of documentation.
  • Perform account maintenance and reconciliation.
  • Answer a large volume of calls, emails, chat sessions, and written correspondence regarding available products and account maintenance.
  • Worked towards resolving client account management issues such as asset allocation, market inquiries, and general account maintenance.
  • Handle inbound customer inquiries, account maintenance, billing questions and payment extension/service requests via phone and fax.
  • Perform operational task such as account maintenance, tracking of information, balancing traveler check inventory, etc.
  • Assisted customers with routine account maintenance or product and service issues and referred to management when necessary.
  • Account services including opening and closing accounts, account maintenance, and processing loan applications.
  • Take credit card payments, make changes and adjustments to accounts, general account maintenance.
  • Provided member service for walk-in account inquiries, account maintenance, and account creation.
  • Job Duties: Customer Service General and contract inquiries Deposit and settlement inquiries Account maintenance
  • Provided investment guidance, asset retention, plan regulations on-line support and account maintenance.
  • Assisted existing clients in account maintenance issues and the execution of trades.
  • Performed account maintenance on a wide variety of annuity and insurance products.
  • Account maintenance, money movement, trading, research and resolving issues.
  • Assist customers and businesses with transactions as well as general account maintenance.
  • Performed account maintenance, handled customer inquiries, and opened accounts.

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31. Powerpoint

low Demand
Here's how Powerpoint is used in Service Associate jobs:
  • Prepared and maintained weekly reports for Account Executives and team leaders utilizing Word/Excel/PowerPoint.
  • Marketed library services and upcoming programs using Microsoft PowerPoint.
  • Generated extensive PowerPoint presentations typically for senior management.
  • Compiled presentations utilizing Microsoft PowerPoint.
  • Subject Matter Expert and project coordinator for creating eye catching graphics and visually appealing PowerPoint designs.
  • Documented procedures performed and results of testing in PowerPoint reports provided to the client.
  • Developed new training resources using PowerPoint, hard copy materials, and teleconferences.
  • Tutored students in Excel, Access, Word, PowerPoint, Publisher.
  • Created Manuals and conducted E-training classes in PowerPoint for Region associates.
  • Create presentation materials (PowerPoint, Adobe Acrobat).
  • Advanced knowledge of Excel, PowerPoint, etc.
  • Prepare PowerPoint presentations, charts, etc.
  • Developed PowerPoint materials for student advising workshops Facilitated student advising workshops and lead incoming student panels weekly
  • Create Powerpoint presentations for live shows, as well as, ship equipment from location to location.
  • Create PowerPoint presentations on the processing of investment purchases and vendor payables.
  • Use of Microsoft programs such as Excel, Word and Powerpoint.
  • Lead II Home Loans Team Maintain supplies and manage copy center equipment Use Microsoft Word and Microsoft PowerPoint.

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32. Sort

low Demand
Here's how Sort is used in Service Associate jobs:
  • Sorted packages with electronic system and ensured each package was distributed correctly according to specific package requirements.
  • Ensured accurate and timely sorting of and preparation of time sensitive confidential documents and information.
  • Coordinate documentation processes for all aspects of financial services and resort management.
  • Processed online store orders and packaged assorted shipments for immediate delivery.
  • Sorted and shipped specific correspondence to insurance agents and policy holders.
  • Sorted and shelved materials utilizing the library classification system.
  • Sorted and organized and delivered mail to campus-wide locations
  • Processed and prepared all incoming assorted documents daily.
  • Sorted or classified information according to content.
  • Embraced responsibility for arranging and sorting crops.
  • Retrieved, sorted and delivered mail accurately.
  • Processed Washington Research Consortium Loan Services.
  • Performed administrative duties by maintaining files, sorting and disbursing mail, scanning and faxing account documents to the appropriate party.
  • Assisted in warehouse inventory stocking by sorting and opening product boxes and loading and moving large products with warehouse machinery.
  • Open, sort, and properly distribute all incoming and outgoing mail and route incoming loan packages to appropriate channels.
  • Prepared a wide assortment of corporate, flow through, and individual tax returns as well as performed attestation reviews.
  • Computerized member's files in database, sort, file, and secure members vital information & receipt of monies.
  • Opened, sorted, prepared, scanned, logged and delivered internal and external mail with speed and efficiency.
  • Handled, sorted and distributed all incoming and outgoing mail (UPS, Fed-Ex, PSPS, Airborne).
  • Pick up, open, scan, sort, verify, log, and distribute batch incoming items.

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33. Front Desk

low Demand
Here's how Front Desk is used in Service Associate jobs:
  • Handled administrative operations by managing front desk and reception areas; including coordinating inter-office communications and daily visitor inquires.
  • Provide list to Hotel Front Desk of items consumed by guests to be charged, Privacy Sign and No Service requests.
  • Greeted and checked in individuals at the Fitness Center front desk; cleaned work out equipment; and sold DU merchandise.
  • Served at the front desk, doing clerical work and monitoring clients safety while then enter and exit the building.
  • Monitored activities in the lobby; maintained the appearance of the front desk area, lobby, and main elevators.
  • Enforced security measures by verifying membership identities and accounts at the front desk, weight room, and basketball court.
  • Job Detail: Work regularly scheduled hours at the front desk within the scope of the membership services associate responsibilities.
  • Work at the front desk answering all incoming phone calls, welcome and direct visitors, and general reception duties
  • Front desk coverage including switchboard, meeting and greeting visitors, and maintaining internal telephone extension list.
  • Assisted front desk sales associates to greet customers and to promote the sale of store products.
  • Front Desk check in Greet members, set up membership, and clean ladies rest rooms
  • Help train new staff on front desk functions as well as agency policies and procedures.
  • Front desk service representative at one of Colorado's premier health and fitness clubs.
  • Manage patient's payments at the front desk: cashiering and bank deposits.
  • Employed as front desk/secretary and then began to assist in operations as well.
  • Cover the switchboard operator/front desk receptionist for breaks, meals and/or absents.
  • Greeted clients at the front desk and prepared client conference rooms.
  • Assisted employees with office supply orders and front desk service requests.
  • Managed front desk and point-of-sale system at large retail grocery store.
  • Coordinate package deliveries and information lists for the front desk.

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34. Office Supplies

low Demand
Here's how Office Supplies is used in Service Associate jobs:
  • Minimized cost in office supplies through utilization of an electronic/automated system versus paper/hard copies.
  • Handled facilities administration and maintained inventory of office supplies.
  • Managed office supplies including logistics.
  • Perform general office duties for C/L Dept, such as typing, filing, faxing, ordering office supplies, etc.
  • Inventory and order office supplies, provide general maintenance to office equipment, and schedule equipment service as needed.
  • General Office Management Duties: Maintain and order office supplies, equipment, stocking copiers, etc.
  • Maintained budget, monitor and order branch office supplies, break room, forms, envelope etc.
  • Restock all areas with necessary items including toiletries, office supplies, and cleaning supplies.
  • Send faxes, make copies, accept bill payments, write reports, replenish office supplies
  • Distributed office supplies, fax transmissions and mail to personnel and designated drop-off points.
  • Conduct inventory and replenish stock of office supplies, toner and paper around campus.
  • Performed daily schedules, progress report sheets, inventory for all office supplies.
  • Redirected phone calls, ordered office supplies, used copy and fax machines.
  • Submitted all office inventory, received, and stored all office supplies.
  • Maintained all personnel files, payroll, records, and office supplies.
  • Processed orders for purchases of software, equipment, and office supplies.
  • Managed office supplies, including purchases as well as distribution to employees.
  • Required to keep all necessary office supplies stocked for each office.
  • Purchased office supplies and helped maintain the facilities in study center.
  • Order, conserve and distribute office supplies and student uniform inventories.

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35. Product Knowledge

low Demand
Here's how Product Knowledge is used in Service Associate jobs:
  • Possess sufficient knowledge regarding company policies, and general product knowledge to competently answer associate questions and customer inquiries.
  • Performed exceptional customer service utilizing superior product knowledge and multiple sales-based resource competencies.
  • Provide quality customer service through superior product knowledge while operating multiple computer systems.
  • Earn customer loyalty through extensive product knowledge and high standard of service/satisfaction.
  • Participated in extensive training in customer relations and product knowledge.
  • Shared product knowledge with customers while making professional recommendations.
  • Provided product knowledge assistance to associates and customers.
  • Learned, referenced and applied product knowledge information
  • Participated in development program for product knowledge.
  • Make recommendations with current product knowledge, addressed customer concerns on the spot, satisfying the customer without involving higher management.
  • Brand and style expert who used product knowledge to help customers select merchandise that met both their budget and fashion needs
  • Assessed the needs of the customer and provided the appropriate level of service and product knowledge on the sales floor.
  • Develop product knowledge and selling experience while offering appropriate insurance and investment products to help clients meet their financial goals.
  • Utilized mortgage, consumer and commercial lending product knowledge and sales techniques to cross-sell bank products and services.
  • Maintained proficiency in industry product knowledge, including maintaining Series 7 and Series 66 Financial Certification licenses.
  • Conducted new hire training in Sales, Product Knowledge, and Basic Cable Installation & Trouble shooting.
  • Trained associates on how to handle and process inbound calls, product knowledge and TMS system.
  • Maintain thorough product knowledge of merchandise to emphasize quality, trends, and designers.
  • Utilize Superior product knowledge and licenses to identify and meet customer financial needs.
  • Assured the accuracy of product knowledge and procedures to handle customer inquiries.

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36. Technical Support

low Demand
Here's how Technical Support is used in Service Associate jobs:
  • Promoted and successfully cross-sold bank/brokerage products and services and voluntarily provided basic technical support as needed.
  • Provided customer service excellence and technical support on telephony systems.
  • Assist in dispatching service technicians for emergency technical support.
  • Provided technical support accessing online educational accounts.
  • Established a 15+ year record of strong technical support of telephone and network services of provisioning and growth of interface equipment.
  • Provide Help Desk support involving EDC technical support to study sites, sponsor and internal employees involved on specific study.
  • Explained mutual fund withdrawal procedure, processing, faxing forms, provided technical support to web-based clients.
  • Assist customers with account questions; Brokerage, Retirement/Tax, Technical Support, Bank, Promotions.
  • Acted as a first line of contact for a wide range of time-sensitive technical support issues.
  • Conducted sales of all types of Rifle, Shotgun and Hand guns with technical support.
  • Interacted with diverse groups, executives, managers, technical support and subject matter experts.
  • Provided computer technical support to call center (i.e software and hardware failures).
  • Provided over the phone technical support to commercial clients who utilize Wells Fargo products.
  • Peer to Peer attendee follow up and technical support of field sales force.
  • Provided SME upon escalation of events, to IBM's technical support teams.
  • Provide technical support to diagnose and resolve technical hardware and software issues.
  • Escalated calls to technical support if issue involved passwords changes and refunds.
  • Provided technical support for agents regarding The Hanover's online systems.
  • Support Customers product ordering needs, product selection and technical support.
  • Provided day-to-day leadership, motivation and technical support to team members.

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37. Telephone Calls

low Demand
Here's how Telephone Calls is used in Service Associate jobs:
  • Requested additional information from providers and members via outbound telephone calls or written correspondence to develop claims.
  • Provide in-depth one-stop service and education to entire Medicare B provider community via inbound telephone calls.
  • Prepared correspondence, answered incoming telephone calls and responded to email inquiries.
  • Screened and directed telephone calls to appropriate administrative personnel.
  • Obtained client information by answering telephone calls; interviewing clients; verifying information to ensure the highest level of customer satisfaction.
  • Handle in-coming telephone calls from policy holders and claimants reporting accidents and or property damage in First Notice Of Loss.
  • Answered incoming telephone calls, including routine requests such as game day questions, account profile changes and account balances.
  • Retrieve and file prescriptions, obtain pertinent information from telephone calls, while providing friendly and prompt customer service.
  • Work load consisted of heavy volume of telephone calls assisting customers place shipping orders for UPS Trucking Company.
  • Received telephone calls & high-ranking visitors from civilian communities to include members of Congress & the press media.
  • Provided support for incoming telephone calls for the customer services lines during staff meetings or training.
  • Receive up to 70 - 80 inbound telephone calls per day in a call center environment.
  • Screen telephone calls, take accurate messages and transfer to appropriate persons in university offices.
  • Work load consisted of heavy volume of telephone calls assisting customers with questions and concerns.
  • Answered telephone calls, provided general information, and rerouted calls to its designated party.
  • Screen and review all communications (incoming telephone calls, e-mail, mail).
  • Obtained pertinent information from telephone calls and referred doctor's calls to the Pharmacist.
  • Handled all incoming telephone calls and greet visitors upon arrival in the office.
  • Perform general clerical duties, such as handling telephone calls and client mailings.
  • Answered telephone calls concerning customer service for all departments in the store.

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38. Outbound Calls

low Demand
Here's how Outbound Calls is used in Service Associate jobs:
  • Place outbound calls on delinquent mortgages to establish Quality Right Party Contact by resolving delinquency and/or presenting foreclosure alternatives.
  • Performed outbound calls to patients to ensure follow-up post discharge after hospitalization.
  • Placed outbound calls to doctors' offices, and insurance carriers to define and verify benefits within company guidelines.
  • Reviewed all BROKN team performance metrics and expectations for handling inbound and outbound calls and generating work orders.
  • Handle high-volume of inbound and outbound calls, and provide support in other call-center/customer service capacities.
  • Make outbound calls to members to give updates and status reports, until issues are resolved.
  • Take incoming calls and make outbound calls to our past due Wells Fargo Home Mortgage customers.
  • Provided exceptional customer service and professionalism while making outbound calls with the purpose of acquiring payments.
  • Handled various aspects of student loan processing to include in/outbound calls and collection activities.
  • Make outbound calls to providers on behalf of members to resolve billing issues.
  • Received inbound and made outbound calls on customers with collections or delinquent accounts.
  • Assisted customers with fraud protection and disputes through both inbound and outbound calls.
  • Initiated outbound calls to customers with delinquent accounts to obtain commitment to pay.
  • Provided courtesy outbound calls to clients regarding product change, enhancements and outages.
  • Handled over 9,500 inbound and outbound calls providing customer service and account management.
  • Answered inbound and placed outbound calls in high volume call center setting.
  • Perform outbound calls to customers to review actions required prior to migration.
  • Handle a high volume of outbound calls as well as inbound calls.
  • Worked in a call center handling inbound and outbound calls servicing members.
  • Perform research regarding account problems and make outbound calls as necessary.

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39. Troubleshoot

low Demand
Here's how Troubleshoot is used in Service Associate jobs:
  • Provided customer support including troubleshooting to resolution and scheduling in-home service for issues relating to all major household appliances.
  • Utilized computer applications for gathering and tracking information as well as for troubleshooting system issues.
  • Provided customer service by internally conferring with product developers, and analyzing/troubleshooting problems.
  • Supported retail branch on technology and systematic issues including software enhancements and troubleshooting.
  • Perform hardware and software troubleshooting in accordance with documented requirements and escalate appropriately.
  • Provide technical assistance via remote access systems when troubleshooting applications during Client walk-through.
  • Received incoming calls and performed troubleshooting for student and faculty computer issues.
  • Provided financial troubleshooting, cross-sold loan/investment products, and assisted constituent departments.
  • Provided exceptional technology assistance and troubleshooting to customers and mobile branch.
  • Performed troubleshooting procedures for computer and printer problems for multiple departments.
  • Provide end-user software troubleshooting and support to internal and external users/customers.
  • Trained Operators and supervisors in basic troubleshooting to decrease downtime.
  • Used computerized systems for tracking, information gathering and troubleshooting.
  • Created informational Documents to assist team members with troubleshooting techniques.
  • Used specified electronic troubleshooting devices to isolate equipment problem.
  • Identify, troubleshoot and resolve customer or policy issues/concerns.
  • Helped customers troubleshoot computer and printer problems.
  • Provided technical support to troubleshoot non-working TTY devices
  • Maintain, troubleshoot/repair and calibrate Optometry equipment
  • Assisted commercial and personal bankers in opening accounts, processing loans, auditing accounts, sales, and troubleshooting account errors.

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40. Financial Needs

low Demand
Here's how Financial Needs is used in Service Associate jobs:
  • Developed close relationships with customers and performed reconciliation tasks by matching customers' financial needs with appropriate banking products.
  • Ensured customer relationships remained strong in order to service their financial needs efficiently and effectively.
  • Identify potential customers with financial needs and schedule appointments with Managers and Personal Bankers.
  • Visited prospective homeowners to review financial needs and product solutions.
  • Assisted clients analyzing financial needs, and provided appropriate recommendations.
  • Provided alternative options to participants to assist them with their financial needs if the obvious solution was not available.
  • Developed solutions to meet the financial needs of small business customers while building long-term banking relationships.
  • Assist customers with their bank accounts and financial needs by providing financial information and products.
  • Open accounts based on customer financial needs, update branch sales (open/close branch).
  • Identified and met client financial needs by building customer relations and offering products and services.
  • Educate and direct clients regarding retirement goals, financial needs, and accessibility to funds.
  • Developed sales skills in identifying individuals' and business' financial needs and goals.
  • Ace Cash Express is known for check cashing, but also financial needs.
  • Budgeted financial needs for Northeast, Midwest, and Latin American airports.
  • Schedule and set up appointments with clients to identify their financial needs.
  • Opened deposit accounts for 10+ customers per shift to meet financial needs.
  • Worked with bank customers to determine their financial needs and goals.
  • Offered customer's products that would best fit the financial needs.
  • Assist customers with opening bank accounts that fit their financial needs.
  • Evaluate clients' financial needs, portfolios, and existing assets.

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41. Customer Orders

low Demand
Here's how Customer Orders is used in Service Associate jobs:
  • Processed customer orders using AS400 system and accurately communicated all essential elements of the sales to customers.
  • Work in a fast past environment preparing customer orders while maintaining outstanding customer service as company standards
  • Perform service design activities to ensure timely circuit ordering, provisioning and installation of customer orders.
  • Process room service customer orders, including patient/family initiated orders and those patients needing assistance.
  • Filled commercial customer orders in preparation for scheduled deliveries.
  • Provide shipping information on customer orders.
  • Processed customer orders and accepted payments.
  • Processed customer orders while communicating all essential elements of the sales script to ensure exemplary customer service and call quality.
  • Receive all internal customer orders via phone or email then enter orders into database and develop invoices for customers.
  • Led 3 person team responsible for checking name, address, telephone and billing codes on customer orders.
  • Networked with other staff and affiliates to make decisions and/ or solve problems with customer orders and concerns.
  • Assisted customers with product information, took customer orders via telephone, fax, and email.
  • Fulfilled customer orders by scanning packages to assigned containers to be later organize and shipped.
  • Followed up on customer orders and ensure customer was satisfied with service provided.
  • Schedule and dispatch drivers to appropriate locations according to customer orders and requests.
  • Point of sale, Customer Orders, Shipping Merchandise, Receiving Merchandise.
  • Print Lottery tickets, work the cash register ringing up customer orders.
  • Ensured the pulling of delivery, commercial, & customer orders.
  • Process, manage, and follow up on customer orders.
  • Received customer orders for various services provided by ImPress.

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42. POS

low Demand
Here's how POS is used in Service Associate jobs:
  • Maintained a positive and energetic work environment with positive reinforcement for good behavior and negative reinforcement for unsatisfactory and disruptive behavior.
  • Maintain positive rapport with customers aimed at offering a positive experience that promotes member retention and referrals.
  • Addressed customer issues/complaints and resolved them to full satisfaction within company guidelines while maintaining composure and professionalism.
  • Performed account maintenance by resolving positive and negative balances with appropriate placement of funds.
  • Execute appropriate waste management & hazardous disposal techniques according to policy & procedure.
  • Collaborated with different departments to keep operations running as smoothly as possible.
  • Ensured patron satisfaction by handling everyday tasks with a positive attitude.
  • Performed contract quantification work for revenue recognition and forecasting purposes.
  • Maintained a positive and professional attitude during challenging issues.
  • Process IRA/Certificate of Deposit Transactions including distributions and roll-overs.
  • Performed post implementation product usage and customer billing reviews.
  • Engaged high school students in post secondary education opportunities.
  • Researched exception items and posted customer account adjustments.
  • Balanced and reconciled Depository Trust Company positions daily.
  • Assure positive member experience through maintaining office environment.
  • Demonstrated self-control to remain composed during stressful circumstances.
  • Communicate legal risks and propose alternative language.
  • Verified/enrolled/canceled/modified all direct deposit requests from employees.
  • Accelerated in executing positive energy.
  • Provided positive customer service and experience

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43. Company Policies

low Demand
Here's how Company Policies is used in Service Associate jobs:
  • Maintained up-to-date knowledge of company policies, regulations and current investment products while providing excellent customer support building long-term customer relationships.
  • Maintained employee records and performed basic administrative duties to assist with communication of company policies and events more efficiently.
  • Comply with all departmental and company policies including business ethics guidelines, Comply with all New Jersey regulatory requirements.
  • Assured quality improvement program is implemented, developed and revised in accordance with company policies and procedures.
  • Ensured customer service satisfaction by enforcing company policies and branding mission awareness through all customer/employee interactions.
  • Facilitated in-service sessions for staff on company policies, procedures and review union contract
  • Ensured compliance with all state and federal regulations and internal company policies
  • Maintained inventory and invoice information in accordance with company policies.
  • Maintained quality and adherence reflecting company policies and guidelines.
  • Open checking/savings account, resolve customer service issues, process various loan types, and comply with company policies and procedures.
  • Provide leadership in the absence of branch managers to employees by reviewing and approving transactions to ensure adherence to company policies.
  • Utilize effective communication skills by negotiating special deal terms while adhering to company policies and procedures through the process.
  • Keep abreast of current market conditions, fund and company policies, and all procedural information.
  • Processed death benefit claims in compliance with company policies and applicable federal and state regulations.
  • Facilitated the learning of company policies and procedures with new employees in the training process.
  • Entered suspends, disconnects and reconnects through the billing system in accordance with company policies.
  • Follow company policies and procedures to ensure each customer's privacy is protected.
  • Provided client training on CEO products, services, company policies and procedures.
  • Receive and relay incoming, outgoing and internal calls according to company policies.
  • Complied with company policies and procedures, while adhering to strict laws.

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44. New Associates

low Demand
Here's how New Associates is used in Service Associate jobs:
  • Facilitated staff meetings and conducted training for new associates and training of implemented procedures.
  • Delivered training to new associates and trained replacements during bank relocation.
  • Tasked with developing materials and training new associates and cross-departmental staff.
  • Trained new associates for timely resolution of outstanding exceptions.
  • Interviewed new associates with customer service manager.
  • Received Cub Foods Ambassador status- completed classes in new associate training, and in welcoming new associates/ addressing new associate concerns.
  • Acquired store trainer privileges in order to teach new associates as well as hired managers to work at different store locations.
  • Awarded with 5 brag tags for helping new associates, customer recognition certificate, and Supervisors Team Help Guy.
  • Performed supervisor duties, mentored and trained new associates, and assisted clients with their banking and investment needs.
  • Provided one-on-one training of CIS to new associates to ensure proper and efficient use of system to assist participants.
  • Train new associates on how to operate our registers; write up damages and register error sheets.
  • Assigned additional responsibilities and chosen to train new associates based on performance within the first two months.
  • Assist new associates with training, side-by-side question time, and mentor new team members.
  • Provided training, coaching and mentoring of all new associates to provide quality customer service.
  • Trained new associates for multiple locations using guidelines as set forth by the company.
  • Act as an ambassador for Library orientation meetings with new associates at the firm.
  • Help train new associates and serve as escalation contact for Tech Training team.
  • Assisted in the training of new associates and acted as group leader.
  • Trained and mentored new associates on processes, procedures, and applications
  • Assist in training new associates that joins the Lowe's Team.

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45. New Clients

low Demand
Here's how New Clients is used in Service Associate jobs:
  • Integrated new clients into a developing middle-office business unit including training and development of employees.
  • Participated in networking developing relationships within the community, prospecting for new clients and working to increase and retain existing clients.
  • Ordered Motor Vehicle Reports & Loss Run Reports for yearly renewals and compiled policy and certificate notebooks for renewals and new clients
  • Leveraged a strategic marketing plan that utilized Client Data Systems (CDS) technology to solicit new clients and businesses.
  • Assisted in the implementation, and installation process for new clients and current clients converting to a newer version.
  • Perform a variety of customer banking transactions and provide quality service to existing and new clients.
  • Acquired new clients by proactively building relationships through cold calling, referral development and networking activities.
  • Provided financial planning to potential clients, followed by the implementation of investments for new clients.
  • Assist new clients in opening accounts and provide insight on the different investment options.
  • Participated in market research in order to reach new clients and improve sales.
  • Cross selling new products of the bank to current and new clients.
  • Prospect new clients through cold calls, warm referrals and networking events.
  • Prepare files and folders for new clients entering a job readiness program
  • Prospected for new clients and managed a personal portfolio of accounts.
  • Used skills and solutions taught to create new clients by prospecting.
  • Develop process for new clients to ensure smooth contract processing.
  • Work with new clients to determine billing and payment methods.
  • Scheduled appointments, service existing clients and obtain new clients.
  • Presented and sold financial products to current and new clients.
  • Developed skills and methods for prospecting new clients.

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46. Financial Products

low Demand
Here's how Financial Products is used in Service Associate jobs:
  • Develop and maintain relationship with customers and assist to generate sales opportunities for financial products of company.
  • Identified and resolved customer concerns regarding financial products and services promptly and accurately.
  • Analyze financial info provided by clients and matching the best financial products that will help clients to achieve their financial goals.
  • Helped clients grow and protect assets through various financial products such as insurance, annuities, IRAs, and mutual funds.
  • Presented analysis of Citibank customer's accounts with recommendations of financial products to meet customer's financial needs.
  • Assisted customers with the opening of new Certificates of Deposit, Retirement Accounts and Other Financial products.
  • Licensed insurance and financial products Producer in Series 6 and 63 (State of Minnesota No.40172836).
  • Executed financial products including Life Insurance; Accident, Health or Sickness and Variable lines of authority.
  • Developed new client base through cold calling and sold financial products to new and existing customers.
  • Utilize sales/referral opportunities of bank's financial products to build relationships with customer base.
  • Performed market research of suitable financial products to meet the needs of the client.
  • Educated clients on a variety of banking and financial products tailored to their needs.
  • Attained knowledge and great expertise in the financial products offered by the bank.
  • Offered and sold financial products to best fit every individual's needs.
  • Market financial products, generate new leads, track and monitor client activity
  • Identified customer's needs and referred to financial products and services.
  • Engaged in ~~~~~~~~~ learning about mortgage and financial products.
  • Provide information about financial products to meet client needs.
  • Discovered and met client needs while up-selling financial products.
  • Answered inquiries regarding credit card and financial products.

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47. Problem Resolution

low Demand
Here's how Problem Resolution is used in Service Associate jobs:
  • Execute most retail and commercial interactions, including account openings, problem resolution and customer referral of more sophisticated product needs.
  • Conducted problem resolution analysis within established guidelines by effectively communicating with other departments and the customer.
  • Followed up with purchasing to resolve discrepancies and perform problem resolution in automated purchase order system.
  • Respond accurately to customer inquiries for information and provide effective problem resolution as needed.
  • Responded to clients regarding account information, investigate problems and perform problem resolution.
  • Provide problem resolution concerning customer inquiries, complaints or difficulties.
  • Recognized for exemplary customer service and problem resolution.
  • Research and problem resolution for accountability mail.
  • Completed basic research and problem resolution.
  • Provide notary services and problem resolution.
  • Act as a resource to FSA's and CSA's, assisting with complex transactions, problem resolutions and on-the-job training.
  • Act as a resource to less experienced Customer Service Associates by assisting with problem resolution and on-the-job training.
  • Calmed angry callers, repaired their trust, located resources for problem resolution and design best-option solutions.
  • Calmed angry members, repaired trust, located resources for problem resolution and designed best option solutions.
  • Provide customers with all aspects of product openings, servicing and maintenance, and problem resolution.
  • Provided customer service, problem resolution, and worked in various areas of the store.
  • Served as liaison between payers and HealthDirect regarding policies and procedures and problem resolution.
  • Monitored and responded to borrower requests via phone and email for problem resolution.
  • Provided customer service and problem resolution in a phone queue environment.
  • Serve as primary contact for new account openings and problem resolution.

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48. Ensure Compliance

low Demand
Here's how Ensure Compliance is used in Service Associate jobs:
  • Created and implemented a record-keeping system within the department to ensure compliance with all record-keeping and customer privacy regulations.
  • Inspected industrial or municipal facilities or programs to evaluate operational effectiveness and ensure compliance with environmental regulations
  • Processed nondiscrimination tests to ensure compliance with Internal Revenue Service and Department of Labor regulations.
  • Reviewed and researched accounts and identification documents to ensure compliance with SEC regulations.
  • Participated in labeling harmonization project between Corporate and subsidiary labeling to ensure compliance.
  • Conducted labeling audits to ensure compliance between subsidiary and Corporate labeling documents.
  • Maintain records and documentation to ensure compliance with records retention requirements.
  • Contacted patients to ensure compliance of antibiotic therapy.
  • Traveled to and from various resident sites in order to oversee operations and to ensure compliance with federal and state regulations.
  • Reviewed profiles on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations.
  • Assisted in managing team metrics to ensure compliance and service level agreements (SLA) are met in a fast-paced environment.
  • Coordinated asset transfers exceeding $1M per transaction and analyzed portfolios worth over $1B to ensure compliance with investment guidelines.
  • Worked with branch leadership to ensure compliance with policy and procedures, in addition to meeting individual daily sales targets.
  • Cross trained staff on administrative procedures, operational changes as well as licensing and commission requirements to ensure compliance.
  • Communicate policies, regulations, and standards to staff members, patients and visitors to ensure compliance.
  • Established book keeping measures to track necessary occurrences to ensure compliance with forensic Risk Management Plans.
  • Maintained minimum amount of cash in teller draw to ensure compliance with security/safety measures.
  • Audited branch transactions on a nightly basis to ensure compliance with all BSA/AML requirements.
  • Participate in weekly test and inspection of pumps to ensure compliance with safety standards.
  • Perform quality assessments and agent coaching to ensure compliance with contractual performance standards.

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49. Financial Statements

low Demand
Here's how Financial Statements is used in Service Associate jobs:
  • Provided information to quarterly investment committee meetings, including financial statements and environmental, social, and governmental reports.
  • Coordinate and track all activity on each transaction including analyzing leases, financial statements and environmental and structural reports.
  • Prepared cash flow and personal financial statements for existing clients used for strategic retirement planning.
  • Analyzed financial statements, ledgers, and regulatory reports for financial institutions.
  • Conducted coding of financial statements and researched deposits for any discrepancies.
  • Analyzed a wide breadth of financial statements of prospective mortgage modification candidates as the primary means of qualification into MHA program.
  • Prepare and review monthly financial statements while working directly with external auditors and clients to ensure accuracy of the funds reports
  • Responded to policyholder written requests for policy changes, confirmation and financial statements, complaints, and other requests.
  • Formulate and coordinate quarterly and annual reviews, financial statements & advisory board reports.
  • Produced monthly and annual financial statements - Compilations and For Management Use Only.
  • Prepare drafts of financial statements, footnote disclosures and condensed schedule of investments.
  • Audited financial statements of governmental, not-for-profit and, and private companies.
  • Prepared general ledgers and financial statements for trusts using the QuickBooks software.
  • Prepared trial balance and financial statements in order to prepare tax returns.
  • Analyzed client's financial statements to consolidate and lower exposure debt.
  • Prepared financial statements for two feeder funds and one master fund.
  • Ensured accurate and timely reporting of Financial statements to Fitch UK.
  • Work with team members to test various client financial statements.
  • Skilled in preparation, review and analysis of financial statements.
  • Liaised and assisted with audit queries and annual financial statements.

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20 Most Common Skill for a Service Associate

Customer Service41.6%
Financial Services16.9%
Phone Calls5.4%
Data Entry4.8%
Credit Card Transactions3.8%
New Accounts3.2%
Customer Accounts2.4%
Patient Rooms2.3%

Typical Skill-Sets Required For A Service Associate

RankSkillPercentage of ResumesPercentage
1
1
Customer Service
Customer Service
31.9%
31.9%
2
2
Financial Services
Financial Services
12.9%
12.9%
3
3
Phone Calls
Phone Calls
4.1%
4.1%
4
4
Data Entry
Data Entry
3.6%
3.6%
5
5
Credit Card Transactions
Credit Card Transactions
2.9%
2.9%
6
6
New Accounts
New Accounts
2.4%
2.4%
7
7
Customer Accounts
Customer Accounts
1.8%
1.8%
8
8
Patient Rooms
Patient Rooms
1.7%
1.7%
9
9
Monetary Transactions
Monetary Transactions
1.6%
1.6%
10
10
Bank Products
Bank Products
1.5%
1.5%
11
11
ATM
ATM
1.4%
1.4%
12
12
Client Relationships
Client Relationships
1.4%
1.4%
13
13
High Volume
High Volume
1.3%
1.3%
14
14
Financial Transactions
Financial Transactions
1.2%
1.2%
15
15
Financial Advisor
Financial Advisor
1.2%
1.2%
16
16
Front End
Front End
1.1%
1.1%
17
17
Sales Goals
Sales Goals
1.1%
1.1%
18
18
Medical Records
Medical Records
1.1%
1.1%
19
19
Special Projects
Special Projects
1.1%
1.1%
20
20
Wire Transfers
Wire Transfers
1%
1%
21
21
Internet
Internet
1%
1%
22
22
Bank Deposits
Bank Deposits
1%
1%
23
23
Customer Complaints
Customer Complaints
1%
1%
24
24
Bill Payment Transactions
Bill Payment Transactions
1%
1%
25
25
Customer Questions
Customer Questions
1%
1%
26
26
Life Insurance
Life Insurance
1%
1%
27
27
Sales Floor
Sales Floor
0.9%
0.9%
28
28
Independent Living
Independent Living
0.9%
0.9%
29
29
Computer System
Computer System
0.9%
0.9%
30
30
Account Maintenance
Account Maintenance
0.9%
0.9%
31
31
Powerpoint
Powerpoint
0.9%
0.9%
32
32
Sort
Sort
0.8%
0.8%
33
33
Front Desk
Front Desk
0.8%
0.8%
34
34
Office Supplies
Office Supplies
0.8%
0.8%
35
35
Product Knowledge
Product Knowledge
0.8%
0.8%
36
36
Technical Support
Technical Support
0.8%
0.8%
37
37
Telephone Calls
Telephone Calls
0.8%
0.8%
38
38
Outbound Calls
Outbound Calls
0.7%
0.7%
39
39
Troubleshoot
Troubleshoot
0.7%
0.7%
40
40
Financial Needs
Financial Needs
0.7%
0.7%
41
41
Customer Orders
Customer Orders
0.7%
0.7%
42
42
POS
POS
0.7%
0.7%
43
43
Company Policies
Company Policies
0.7%
0.7%
44
44
New Associates
New Associates
0.7%
0.7%
45
45
New Clients
New Clients
0.7%
0.7%
46
46
Financial Products
Financial Products
0.7%
0.7%
47
47
Problem Resolution
Problem Resolution
0.6%
0.6%
48
48
Ensure Compliance
Ensure Compliance
0.6%
0.6%
49
49
Financial Statements
Financial Statements
0.6%
0.6%

81,587 Service Associate Jobs

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