Client Advisor Resume

Feel free to use this Client Advisor Resume example to update your own resume. Even though this is a free resume example, it is important to adjust your own resume to present your relevant work history and skills according to the job you are applying for.

Our resume examples are written by certified resume writers and is a great representation of what hiring managers are looking for in a Client Advisor Resume. Use this example for reference as you create your own resume or use this easy resume builder that will guide you through every step of your building your resume in just a few minutes.

CREATE YOUR RESUME

Here is the Client Advisor Resume example:

Michael Morgan

1147 Pringle Drive

Burr Ridge, IL 60527

(555)-555-5555

[email]

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.

Education

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