Client Advisor Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

Looking for a position as a Client Advisor in order to grow and advance within the organization while also advancing the organization.

Summary of Qualifications:

  • Strong experience in relationship management within the financial services industry
  • Thorough Deposit and General Banking knowledge
  • Extensive knowledge of all wealth management products and services
  • Ability to provide credit solutions to clients
  • Strong consultative sales skills and client service skills
  • Ability to sell a wide range of products and services

Work Experience:

Client Advisor, August 2005 – Present

SunTrust Banks, Burr Ridge, IL

  • Presented day-to-day client service by determining client needs.
  • Provided the clients with exact information using appropriate resources.
  • Collected the information from client related to risk management needs and evaluated best way to manage the client’s risk.
  • Interacted the clients’ needs and binding instructions to carriers.
  • Managed the client accounts receivables to make sure timely collection of premiums and payments to carriers.
  • Ensured that all regulatory requirements are met and complied with all internal policies and procedures.

Client Advisor, May 2000 – July 2005

Marsh & McLennan Companies, Burr Ridge, IL

  • Assisted in account services for client’s existing accounts.
  • Interacted with client to assess their risk management needs.
  • Analyzed client’s exposures and loss experience against current types of coverage.
  • Interacted with the broking plan to clients, brokers and carriers, as appropriate.
  • Received, negotiated and evaluated the quotes from the carrier and the broking center and presented a recommendation to client.
  • Implemented and maintained a quality post-sales service plan.


Bachelor’s Degree in Business Administration, Grove City College, Grove City, PA