Client Service Associate Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

To obtain a Client Service Associate position in a company that provides an open environment with many opportunities for continuous growth.

Summary Skills

Remarkable experience in client service, and supporting the financial advisor

Proven expertise in providing account information to clients and Financial Advisors

Skilled in handling telephones, mailing, filing and processing forms

Proficient in MS Outlook, Word, Excel and PowerPoint

Familiarity with CLOAS, Tracking, Client Manager, and GUI systems

Amazing ability to process and examine client requests and transactions

Ability to work independently with strong administrative and problem solving skills

Work Experience:

Client Service Associate, August 2005 to till date

Bremer Financial Services, Melrose, MA

  • Supported daily requests and requirements of clients for wealth management.
  • Ensured updating company records, presentations and client information.
  • Prepared notes on teleconferences and client meetings.
  • Scheduled and organized meetings with clients as required.
  • Maintained client possessions inventory and assisted in creating proposals.
  • Responded to statements, investment and cash distributions related client requests.

Client Service Associate, May 2000 to July 2005

OppenheimerFunds, Melrose, MA

  • Established, developed, maintain and update client, files for the team.
  • Provided service satisfaction to clients by responding to all client queries.
  • Computed and Maintained and record trade uploads in workflow system.
  • Managed new account process for new and existing clients.
  • Collaborated with the operations team to collect account specific data.
  • Prepared reports, advertising presentations and other client stuff as needed.


Bachelor of Arts in Business Management, Thomas Jefferson University, Pennsylvania, PA