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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLESUMMARYDetail-oriented and client-focused professional with experience in client support, sales, and data analysis. Seeking to leverage my expertise in managing client relationships, maintaining management systems, and preparing reports to contribute to a Client Service Associate role. Proficient in Microsoft Office Suite, I am dedicated to providing clients with exceptional service and tailored solutions.SKILLS & QUALIFICATIONS Client Service: Strong expertise in managing client relationships, with a focus on high net worth individuals. Software Proficiency: Microsoft Office Suite (Excel, Word, PowerPoint), Salesforce, Tableau, SQL, Jira Interpersonal Skills: Excellent communicator with strong interpersonal and client-facing skills. Organizational Skills: Highly organized and detail-oriented, with experience in report preparation. PROFESSIONAL EXPERIENCEClient Support Kroll New York, NY Sept 2023 Feb 2024 Maintained up-to-date client information in management systems, ensuring accuracy and accessibility. Educated clients on account services and capabilities, delivering clear and concise explanations to support informed decision-making. Assisted in the preparation of reports and materials for client meetings, enhancing the effectiveness of presentations. Collected and organized documentation required for opening new accounts and processing service requests. Sales Assistant Cetera Investors New York, NY Oct 2019 Jan 2023 Provided exceptional customer service to a diverse client base, managing multiple communication channels including inbound/outbound phone calls, emails, and live chat. Efficiently handled client inquiries, providing accurate information promptly, and enhancing customer satisfaction and trust. Simplified sales support operations by proficiently organizing critical paperwork, assisting in the preparation of client-facing materials, and maintaining comprehensive client records using CRM software. Built and maintained strong relationships with clients to ensure continued engagement and satisfaction. Utilized problem-solving skills to address client concerns and facilitate successful resolutions, contributing to high customer retention rates. Analyzed customer feedback and worked with team members to implement changes that improved service delivery and customer satisfaction. Contributed to the department's retention and expansion goals by managing key elements of the customer journey and helping customers find value in our offerings.Client Support Analyst North American Solar Power Little Rock, AR May 2018 Feb 2019 Utilized a client-focused approach to resolve customer disputes, displaying excellent problem-solving and communication skills. Onboarded and trained new clients on the use of the companys platform. Used data analysis to assess client performance and guide improvements. Analyzed client and sales data to generate insights, supporting decision-making processes for management. Prepared reports and presentations for client meetings, ensuring data accuracy and actionable insights. Assisted in maintaining client databases and information systems to support operational efficiency. CertificationsData Analytics - App Academy, 2024EDUCATIONBachelor of Science, World History University of Arkansas, Little Rock, AR May 2019 |
