Client Relationship Specialist

Client Relationship Specialist Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Client Relationship Specialist job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

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  • Customer Relationship Management (CRM)
  • Client Relations
  • Securities Regulation
  • Trading
  • Financial Services
  • Client Services
  • Finance
  •  Find out what your resume's missing
  • Investments
  • Banking
  • Wealth Management
  • Sales
  • Account Management
  • Portfolio Management
  • Business Relationship Management
  • Mutual Funds
  • Mortgage Lending
  • Retirement Planning
  • Insurance
  • Marketing

  •   Show full list

Resume Skills: CRM Software

Resume Skills: Communication Tools

Resume Skills: Business Intelligence Tools

Resume Skills: Languages

Resume Skills: Operating Systems

Resume Skills: Technologies

Resume Skills: Techniques

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Client Relationship Specialist Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Client Relationship Specialist Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Select a free resume example
Your Name
Client Relationship Specialist
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE March 2022-Present
Senior Client Relationship Specialist
Improved customer retention by 30% by implementing CRM strategies, increasing client satisfaction and loyalty.
Boosted Sales numbers by 20% through effective client services and relationship building techniques.
Managed a portfolio of over 100 high profile clients, ensuring all financial service needs were met and exceeded.
Pioneered a new investment strategy that increased client portfolio values by 25%.
Maximized account management efficiency by 35% by creating a new follow up methodology.
Resume Worded January 2019 - February 2022
Client Relationship Specialist
Increased client base by 40% by implementing innovative marketing strategies.
Reduced customer wait times by 20% by revamping client relations protocol.
Streamlined securities regulation processes, leading to a 30% reduction in compliance issues.
Outperformed team targets by 15% through committed client services.
JPMorgan Chase May 2017 - December 2018
Junior Client Service Associate
Assimilated effective wealth management strategies, leading to a 15% growth in client portfolio value.
Exceeded mortgage lending target by 25%, contributing greatly to the team's overall performance.
Implemented effective retirement planning services which increased customer satisfactions by 20%.
Resume Worded Academic Center December 2022
Master of Business Administration (MBA) - Client Relations
Focus on Consumer Behavior and Customer Relationship Management (CRM)
Resume Worded University April 2017
Bachelor of Commerce (B. Com) - Marketing
Minors in Business Analytics
Awards: Dean’s List 2016 (Top 10%)
CRM Software: Salesforce, HubSpot CRM, Microsoft Dynamics 365, Zendesk, Zoho, Pipedrive, Freshsales
Communication Tools: Slack, Trello, Asana, Zoom, Microsoft Teams, Google Workspace
Operating Systems: Windows, MacOS, Linux
Languages: English (Native), Spanish (Conversational), French (Basic)
Certifications: Certified Customer Relationship Management Professional (CRMP), Certified Affinity & Relationship Marketing (CARP)
Projects: Initiated and led a cross-functional project at Resume Worded to improve customer service delivery (20% improvement in client satisfaction ratings)
Leadership & Volunteering: Coached 30+ career professionals in effective client management at
Awards: Recipient of ‘Employee of the Year 2020’ at Resume Worded for maintaining excellent relations with clients during the pandemic
Your Name
Client Services Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE April 2021 - Present
Senior Client Services Advisor
Enhanced portfolio management efficiency by 25% through innovative strategies, leading to a marked increase in client satisfaction.
Conceptualized and implemented an account management system that positively impacted the workflow leading to a 20% increase in efficiency.
Strengthened Securities Regulation protocols leading to a 40% drop in compliance issues.
Boosted client base by 30% through targeted marketing strategies.
Enhanced insurance product uptake through client education, leading to a 35% increase in sales.
Resume Worded February 2018 - March 2021
Client Services Advisor
Devised retirement planning strategies which led to an increase in client satisfaction by 20%.
Optimized trading processes which sped up transaction times by 30%.
Managed a client portfolio worth over $5 Million, maintaining high client satisfaction throughout.
Overachieved sales targets by 15% through excellent client services.
Bank of America June 2016 - January 2018
Customer Service Representative
Made substantial contribution to mutual funds sales, surpassing quotas by 20%.
Streamlined customer issues resolution protocols leading to a reduction of complaint cases by 30%.
Introduced a CRM system which improved customer relations.
Resume Worded Academic Center June 2016
Master of Business Administration (MBA) - Customer Service Management
Specialization in client relation methodologies
Awarded Best Leader Certificate for demonstrating effective leadership and team collaboration skills
Resume Worded University May 2012
Bachelor of Business Management (BBM) - Marketing
Minored in Public Relations, recognized for outstanding interpersonal and communication skills
Graduated as class valedictorian
Customer Relationship Management (CRM) Software: Salesforce, Zoho CRM, Microsoft Dynamics 365, Zendesk, HubSpot, Freshdesk
Communication Tools: Microsoft Office Suite, Google Workspace, Zoom, Slack, Trello, Asana
Business Intelligence Tools: Tableau, Power BI, QlikSense, Looker, Sisense, Domo
Languages: English (Fluent), Spanish (Intermediate), French (Basic)
Certifications: Certified Professional in Customer Service (CPCS) - November 2018, Certified Contact Center Supervisor (CCCS) - March 2017
Leadership & Volunteering: Volunteer, Client Services Division - Red Cross (2016 - Present), Leadership role in organizing annual charity run for the local community (2017 - Present)
Awards: Exceptional Performer Award from in 2021, Best Employee of the Month at Resume Worded - February 2019
Personal Projects: Maintain a personal blog on client service management trends and best practices, have written over 30+ articles
Your Name
Customer Relations Manager
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE June 2020 - Present
Senior Customer Relations Manager
Introduced new CRM strategies leading to a 25% increase in customer loyalty.
Achieved a 20% increase in trading efficiency through optimization of processes.
Secured a 35% acquisition rate in new clients through targeted marketing initiatives.
Spearheaded a team that surpassed sales targets by 20%, contributing significantly to the company's annual performance.
Improved wealth management services, earning a 30% increase in client satisfaction.
Resume Worded July 2017 - May 2020
Customer Relations Manager
Implemented a new investment strategy that improved client portfolio values by 30%.
Established strong customer relations protocols leading to a significant reduction in client complaints.
Managed a portfolio of over 200 clients, effectively meeting all of their financial services needs.
Facilitated training for new hires on client services and portfolio management.
HSBC January 2015 - June 2017
Client Service Representative
Contributed to a 10% increase in mortgage lending sales through excellent customer service.
Surpassed mutual funds sales target by 20% in the first quarter.
Implemented an efficient follow up system which improved account management by 15%.
Resume Worded University August 2012 - July 2014
Master of Business Administration - Customer Relationship Management
Awarded the Retail and Customer Service Strategy Award (top 5%)
Resume Worded Academic Center August 2008 - May 2012
Bachelor of Business management - Marketing specialisation
Participated in intercollegiate Customer Service Case Study Competition
Active role in the Marketing Club and Organised annual management event
Technologies: MS Office Suite (Advanced), CRM & HelpDesk Systems (Salesforce, Zendesk), Data Analysis Tools (Tableau, Google Analytics)
Techniques: Customer Journey Mapping, Problem-solving framework (A3, 5 Whys), Project Management (Agile, Scrum)
Certifications: Certified Customer Experience Professional, Project Management Professional (PMP)
Leadership & Volunteering: Rotary Club Member - Organised community service activities
Projects: Led project to migrate data from legacy CRM system to Salesforce, which resulted in a 30% reduction in response times.
Training: Completed numerous training courses in leadership, sales, negotiation, and conflict resolution
Your Name
Client Director
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded January 2019 - Present
Client Director
Increased business development efforts by launching three partnership initiatives leading to a 15% increase in overall company revenue
Revolutionized relationship-building process with clients, driving an increase in retention rates by 20% through more personalized communication
Formulated and executed a digital strategy which led to a 30% growth in web traffic and generated more leads
Leveraged cloud computing to streamline processes, boosting efficiency by 25%
Built and nurtured a high-performing team of over 10 employees contributing towards a collaborative and productive work environment July 2014 - December 2018
Senior Client Services Manager
Developed and implemented a new account management process, enhancing senior-level client engagement and resulting in increased client satisfaction score by 40%
Collaborated with the sales team in the creation and implementation of a solution selling approach leading to an increased pipeline value by 25%
Worked closely with channel partners for effective distribution of our products, growing outreach by 70%
Managed a portfolio of over 50 clients with an annual turnover of over $10 million
Goldman Sachs January 2011 - June 2014
Client Services Associate
Drove revenue by over $1M in the first year through effective customer engagement and selling strategies
Worked with teams to boost digital marketing efforts; resulted in 20% increase in user engagement
Collaborated with consulting team on multiple outsourced projects, reducing costs by 10%
Resume Worded Institute December 2013
Master of Business Administration (MBA)
Specialization in Client Relationship Management
Resume Worded University May 2010
Bachelor of Commerce - Business Management
Minors in Financial Analysis and Marketing
Awards: Leader in Community Service (2009), Dean's List 2008 (Top 5%)
Client Relationship Management: Key Account Management, Client Retention, Client Acquisition, Business Development, Negotation, Consultative Sales
Analytical Tools: Google Analytics, Tableau, MS Excel (Expert), CRM software (Salesforce, Zoho)
Leadership Skills: Team Building, Performance Management, Strategic Planning, Leadership Communication, Project Management
Certifications: Certified Customer Experience Professional (CCXP), Strategy Execution: Getting It Done (Harvard Business School Online)
Leadership & Volunteering: Mentorship Program (Mentor, 2015 - 2017), Goldman Sachs Community Teamworks Volunteer (2011 - 2014)
Awards: Winner, Market Leading Strategy, (2018), Outstanding Client Service Award, Goldman Sachs (2013)
Your Name
Customer Success Director
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded June 2018 - Present
Customer Success Director
Enhanced customer relationship management (CRM) system leading to a 30% improvement in customer experience
Oversaw a team of 15 professionals in delivering high-quality services, which improved customer satisfaction by 40%
Deployed SaaS solutions across multiple departments, driving operational efficiency by 20%
Spearheaded a customer strategy that resulted in the reduction of churn rate by 45%
Developed and fostered strategic partnerships contributing to a 35% increase in the company revenue October 2013 - May 2018
Senior Customer Success Manager
Integrated the use of enterprise software to improve service delivery, contributing to a 20% growth in customer base
Liaised with business strategy team, developing 7 new initiatives for customer retention and acquisition
Negotiated and closed advertising deals with multiple high-profile partners, resulting in a 15% revenue increase
IBM November 2009 - October 2013
Customer Success Specialist
Managed project deliverables for over 100+ projects ensuring timely and efficient execution
Involved in account management; sustained a 95% client retention rate over 3 years
Assisted in the design and implementation of business development strategies leading to a 10% annual growth
Resume Worded Academic Center June 2012
Executive Master of Business Administration (MBA)
Awarded CSCA Certification: Customer Success Certified Associate
Resume Worded University May 2009
Bachelor of Science: Business Administration - Marketing
Concentration in e-commerce and e-service management
Awarded Best Student – Marketing Intensity Track
Customer Success Management Tools: Gainsight, Totango, Amity, Natero, ClientSuccess, ChurnZero, FreshSuccess
CRM & Sales Platforms: Salesforce, Zendesk, Zoho, Hubspot, JIRA Service Management
Project Management Tools: Asana, Trello,, Jira, Microsoft Project, Basecamp
Communication & Collaboration: Slack, Teams, Zoom, Google Workspace, Microsoft Office Suite
Awards: Customer Success Innovator - Churn Hero Awards (2020)
Leadership & Volunteering: Co-founder – Customer Success Network Group (2015-Present) and Volunteer - Meals on Wheels (2020-Present)
Professional Development: Completed certified training: 'The Art of Customer Loyalty' by Help Scout
Your Name
Relationship Manager
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded July 2017 - Present
Relationship Manager
Managed a portfolio of 40+ accounts with a value of $20 Million, resulting in a 18% increase in annual revenue
Implemented a new CRM system which streamlined client communication and boosted client satisfaction by 30%
Strategized and executed a new marketing approach leading to a 25% uplift in digital engagement
Recruited, trained and led a team of 10 client service associates, increasing productivity by 15%
Implemented SaaS tools to improve account tracking, enhancing efficiency of tracking efforts by 20% September 2012 - June 2017
Account Manager
Pioneered a digital strategy resulting in a 30% increase in online sales of our services
Achieved a 95% customer retention rate over five years through effective relationship management
Enabled a business expansion into financial services resulting in a 20% revenue growth over two years
Oracle January 2009 - August 2012
Sales Specialist
Negotiated and closed $8M worth of software deals, hitting 100% of my annual target
Played a key role in the development of our company’s first integrated marketing campaign, which led to a 15% increase in engagement
Collaborated with consulting team in delivering outsourced projects, saving $1.2M annually
Resume Worded University September 2009 - June 2012
Master of Business Administration (MBA) - Marketing
Specialized in Relationship and Customer Management
Resume Worded Academic Center July 2012
Certified Relationship Management Professional (CRMP)
Engaged in a competitive program focused on cultivating client relationships and driving sales growth
Customer Relationship Tools: Salesforce, HubSpot CRM, Zoho CRM, Microsoft Dynamics 365, SAP CRM, Sugar CRM
Sales & Marketing Software: MarketSharp, Slack, Tableau, PowerPoint, Excel
Techniques: Cross-selling, Up-selling, Customer Retention, Customer Acquisition, Customer Lifecycle Management, Customer Satisfaction Metrics
Certifications: Certified Sales Leadership Professional (CSLP, 2017)
Leadership & Volunteering: Volunteered at local homeless shelters, mentoring homeless individuals in basic computer skills and job search strategies
Awards: Top Sales Performance Award, Oracle (2011), Best Strategic Sales Approach, (2015)
Professional Affiliation: Active member of the National Association of Sales Professionals (NASP)

How do I add skills to a Client Relationship Specialist resume?

Review the job posting closely.

Go through the Client Relationship Specialist posting you're applying to, and identify hard skills the company is looking for. For example, skills like Client Relations, Investments and Securities Regulation are possible skills. These are skills you should try to include on your resume.

Add industry skills like Financial Services and Client Services.

Add other common skills from your industry - such as Customer Relationship Management (CRM), Trading and Finance - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Account Management, Mortgage Lending and Business Relationship Management - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Show how you have strong attention to detail.

A good Client Relationship Specialist has strong attention to detail, so try to include examples of where you handled complex projects or processes.

Emphasize your sales skills.

As the job title suggests, sales and communication are important elements of Client Relationship Specialist roles. Through your bullet points, show hiring managers evidence of how you have generated new customers.

Use the exact job title.

Try to add the exact job title, Client Relationship Specialist, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Client Relationship Specialist Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Client Relationship Specialist job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Client Relationship Specialist Skills and Keywords to Include On Your Resume

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Client Relationship Specialist Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Client Relationship Manager

Resume Example
Customer Relationship Manager

Resume Example

Resume Example
Highlights (Free)

Resume Example
Modern Two-Column

Resume Example
Clean Modern

Browse Skills from Similar Jobs

Frequently Asked Questions

What hard skills should you include on a Client Relationship Specialist resume?

On top Client Relationship Specialist resumes, skills like Customer Relationship Management (CRM), Client Relations, Securities Regulation, Trading, Financial Services, Client Services, Finance and Investments appear most often.

Depending on the exact role you're applying to, skills like Insurance, Business Relationship Management, Sales, Account Management and Mortgage Lending can also be effective keywords to include on your resume.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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