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Client Financial Specialist Resume Example

Professional Summary

Service-oriented [Client Financial Specialist] with [28] year background in bookkeeping, customer service]. Core competencies include [Data entry], [Bookkeeping] ] as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency.


Trustworthy Detail Orientated

Accurate Dependable

Responsible Customer Service

Client Financial Specialist Sep 1986Present [Company Name] [City], [State]
  • Oversee activities directly related to training of residents and staff  providing daily services to our clients.
  • Direct and coordinate financial support as Representative Payee for over 250 clients.
  • Record income and expenses for each individual client in accounting software Great Plains.
  • Work on a daily basis with outside agencies including Social Security, FSSA (Medicaid), Fort Wayne Housing Authority as Authorized Representative to apply and maintain assistance programs.
  • Completes monthly statements on behalf of clients and sends to appropriate agencies as required.
  • Works directly with staff and clients is assisting of their individual budgets insuring all their monthly living expenses are paid in a timely manner.
  • Assist business office in customer services, billing, and other duties as assigned by the CFO.
Clerical, Collections and Bookeeping Jan 1984Sep 1986 Encore Rehabilitation Northport, AL

Worked part time doing clerical work which included court documents and filing of documents.

Responsible for follow-up on Collections and filing proper documents.

Daily deposits and posting.

Cashier, Office Manager Jun 1969Jun 1984 Home Depot Asheville, NC

Cashier 1969-1972

Office Manager 1972-1977

Cashier and Office 1977- 1984

During the period of 1977 and 1984, I was part time as I was home full time with my daughters

Select your Degree: Certificate Program Fort Wayne, In International Business School Aug 1972 Attending 12 month Program in Secretarial Science.
This included typing, shorthand, bookkeeping, and other Business machines to have skills to work in office setting
Worked full time as office manager at Maloley's also during this time using bookkeeping skills and customer service.
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Resume Details

This is a real resume for a Client Financial Specialist in New Haven, Indiana with experience working for such companies as Company Name, Encore Rehabilitation, Home Depot. This is one of the hundreds of Client Financial Specialist resumes available on our site for free. Use these resumes as templates to get help creating the best Client Financial Specialist resume.

Previous Companies:

  • Company Name
  • Encore Rehabilitation
  • Home Depot

Previous Job Positions:

  • Client Financial Specialist
  • Clerical
  • Collections and Bookeeping
  • Cashier
  • Office Manager


  • International Business School

Level of Education:

  • Select your Degree

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