Candidate Information Title Customer Service Support / Financial Educator/Associate Target Location US-SD-Sioux Falls Email Available with paid plan Phone Available with paid plan	20,000+ Fresh Resumes Monthly     View Phone Numbers     Receive Resume E-mail Alerts     Post Jobs Free     Link your Free Jobs Page     ... and much more Register on Jobvertise Free
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PHONE NUMBER AVAILABLEEMAIL AVAILABLECONTACTSKILLSExceptional communicationBuilding customer relationshipsHandling customer inquiriesFast learnerAnticipating unstated needsHighly organizedCalmly resolving problemsTime managementWorking independentlyComputer operating systemsComputer navigationTracking information in databaseRELEVANT EXPERIENCEQUALIFICATIONS6+ years Customer Service experience8+ months remote Administrative Assistance responsibilities including basic tech support experience8+ months experience in soft sales (upselling and recommending)Associate of Business Marketing DegreeFamiliarity with iOS and PC2 years familiarity with Working from Home2024  Present : Financial Associate- Global Financial Impact, San Jose, CAEducate clients of various backgrounds on managing personal finances, investments and assets. Help clients make informed decisions by providing data analysis, reports and quality assurance. Serve as a primary point of contact for clients and external parties. Answer inquiries about pricing and policies, record payments and promptly fix issues. Identify and coordinate appropriate actions for correction while complying to all regulatory practices. Schedule meetings, manage emails, coordinate calendars, make phone calls, file documents, manage confidential information, and create documents and presentation materials. Provide technical support with client products and services. Onboard and train new associates. Attend meetings lead by executives. Work with team in optimizing business operations and driving client retention.2023  Present: Barista/Customer Service - Scooters Coffee, Sioux Falls, SDGreet customers, take their order, answer questions, and process payments. Operate POS and manage cash drawers including deposits, balancing daily sales, buying currency, and resolving cash unit differences. Prepare and serve orders, maintain a clean workspace and stock materials. Independently complete store opening and closing duties.EDUCATION & ACHIEVEMENTSAssociate of Applied Science degree in Business Marketing, May 2024, Southeast Technical College, Sioux Falls, SDHonors/Awards and Licenses:2022  Fall 2022 Presidents List2023  South Dakota Life Producer LicenseOther: Basic data entry, iOS and PC and proper phone etiquette knowledge.Forward-thinking individual with exceptional customer service, problem solving and multitasking skills that demonstrate genuine commitment to helping others and resolving problems. A strong critical thinker who works well under pressure with proven success of establishing and maintaining relationships. Naturally driven by motivation to provide the best possible customer support through compassion and individualized care.PROFILEGenet Czarnecki