Client Service Associate Resume Example & Writing Guide

Client Service Associate Resume Example
Craft an impressive Client Service Associate resume with our guide. Get pro tips, examples and tools to showcase your skills and land your dream job.
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Client Service Associate Resume Sample

Client Service Associate with 3 years of experience in the financial services industry. Strongly committed to building and maintaining long-term relationships through exceptional client service. Demonstrated ability to multitask, problem-solve, and work in a fast-paced environment. Seeking to leverage my skills and experience to contribute to the success of a dynamic team.

Skills Summary

  • Excellent communication and interpersonal skills
  • Strong attention to detail and organization
  • Proficient in Microsoft Office Suite and Salesforce CRM
  • Familiarity with financial products and services
  • Ability to prioritize and manage time effectively
  • Positive attitude and willingness to learn

Professional Experience

XYZ Financial Services, Client Service Associate
January 2019 - Present

  • Provide exceptional service to high-net-worth clients by answering inquiries, resolving issues, and conducting research
  • Coordinate account opening and closing processes with various internal departments
  • Maintain client files and ensure compliance with company and industry regulations
  • Assist in the development and delivery of client presentations and proposals
  • Collaborate with team members to identify opportunities for process improvement and implement solutions

ABC Bank, Customer Service Representative
June 2017 - December 2018

  • Provided prompt and efficient service to bank customers, answering inquiries and addressing concerns via phone, email, and in-person interactions
  • Introduced customers to various bank products and services, including mortgages, loans, and credit cards
  • Assisted customers in opening new accounts and processing loan applications
  • Handled cash transactions and maintained accurate records of all transactions
  • Collaborated with team members to achieve sales and customer satisfaction goals


Bachelor of Science in Business Administration
University of XYZ
May 2017

Expert Tip

Use Job Keywords

Many employers use software that scans for specific job keywords. Make sure to include these keywords, found in the job posting, to ensure your resume doesn't get filtered out.

Client Service Associate Resume Writing Guide


If you are looking for a job as a Client Service Associate, you will need a well-written resume that showcases your skills and experiences in the best possible way.

Step 1: Start with a Strong Summary

Your resume summary should be a brief introduction of who you are and what you bring to the table. Highlight your experience in customer service, any relevant certifications, and your communication skills.

  • Briefly mention your experience in customer service or other related fields
  • List any relevant certifications or training
  • Highlight your communication skills, both verbal and written

Step 2: Focus on Relevant Experience

Your experience section is the most important part of your resume. Highlight your relevant experience, such as customer service, account management, or sales-support roles. Be sure to use action verbs and quantify your achievements as much as possible.

  • List your most recent work experience first
  • Use bullet points to describe your responsibilities and achievements
  • Quantify your achievements with numbers whenever possible

Step 3: Showcase Your Skills

A Client Service Associate needs to have a variety of skills, both technical and interpersonal. Highlight your skills in areas such as customer service, problem-solving, organization, and communication.

  • List your skills using bullet points
  • Be specific about each skill and give examples of how you have used them in the past
  • Mention any relevant software programs or tools you are proficient in

Step 4: Education and Certification

Include any relevant education or certification you have obtained, such as a Bachelor's degree in Business Administration or a customer service certification from a reputable organization. List the educational institute or organization, the program name, and the year of completion.

  • List your highest degree or certification first
  • Include the name of the educational institute or organization
  • Include the program name and the year of completion

Step 5: Proofread and Revise

Before submitting your resume, be sure to proofread and revise it. Check for any spelling, grammar, or formatting errors. Share it with a friend or family member to get feedback and make changes as necessary.

  • Proofread your resume for spelling and grammar errors
  • Check for formatting consistency
  • Get feedback from others and make changes accordingly


By following these steps, you can create a well-written Client Service Associate resume that showcases your skills and experiences in the best possible way. Remember to be concise, specific, and use action verbs to make your achievements stand out.

Common Resume Writing Mistake

Lack of Keywords

With many companies using Applicant Tracking Systems (ATS) that scan for specific keywords, failing to include these keywords could result in your resume being overlooked.

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