April Stein
Marietta,GA
Summary
High-energy and computer-literate Client Service Coordinator with a strong background in administration and a knack for analytical problem-solving. Known for consistently delivering exceptional client service through proactive communication and diligent follow-up. Highly organized, responsive, and skilled in managing client expectations to foster loyalty.
Overview
16
16
years of professional experience
Work History
Patient Coordinator/Front Office Manager
ReGen Medical Aesthetics & Wellness
01.2022 - 04.2024
- Determined needs, delivered solutions, and overcame objections through consultative selling skills.
- Maintained up-to-date knowledge of available treatments to best serve customers and maximize sales potential.
- Managed friendly and professional customer interactions.
- Exceeded monthly quotas consistently by employing persuasive sales techniques and leveraging in-depth treatment knowledge.
- Trained new hires on company policies, procedures, and best practices, contributing to a well-prepared team of professionals.
- Managed front desk operations, ensuring efficient check-in/check-out processes for all clients.
- Collaborated with spa therapists to ensure seamless delivery of treatments, resulting in positive client feedback.
- Monitored access of guests and escorted to treatment areas.
- Enhanced customer satisfaction by providing exceptional service and creating personalized spa experiences.
- Resolved client concerns in a timely manner, fostering trust and loyalty among clientele.
- Continuously updated knowledge of industry trends to ensure that the spa remained competitive in its offerings.
- Communicated with various product vendors to select products to stock and sell.
- Fostered a positive work environment by promoting teamwork among staff members across various roles within the spa setting.
- Streamlined appointment scheduling processes for improved efficiency and increased bookings.
- Greeted spa guests warmly to create positive first impression of establishment.
- Inspected salon stock, identifying shortages, replenishing items and maintaining consistent spa inventory.
- Conducted internal audits of spa finances and completed basic accounting functions to maintain accurate records.
Client Service Coordinator
Samuel Hayes Group - Equitable Advisors
07.2021 - 12.2021
- Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team
- Cultivated long-lasting client relationships based on trust and solid understanding of business needs
- Maintained accurate and current customer account data with manual forms processing and digital information updates
- Introduced clients to available online resources and services to increase convenience
- Created customer support strategy to increase customer retention
- Coordinated with operations staff to resolve service problems and boost client satisfaction
- Resolved concerns with products or services to help with retention and drive sales
- Maintained detailed records of client interactions, enabling better tracking of account history and facilitating continuity among team members handling the same accounts.
- Acted as an advocate for both the company''s interests as well as those of clients, ensuring that all parties'' needs were met in a mutually beneficial manner.
- Managed multiple client accounts simultaneously, prioritizing tasks effectively to meet deadlines without compromising quality.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Office Coordinator
Sizewise Rentals LLC
02.2019 - 01.2020
- Managed office activities by maintaining communication between clients, tracking records and filing all documents
- Organized team workload and prioritized tasks to streamline office functions in deadline-driven environment
- Created and implemented secure filing systems for sensitive employee and client documents
- Routed correspondence to facilitate timely communication between team members, customers and vendors
- Monitored vendor accounts and product updates to verify competitive pricing
- Reported on daily office activities to help managers stay on top of dynamic conditions and make proactive decisions
- Cultivated client and vendor loyalty by proactively reaching out with follow-ups and status updates
- Enhanced office staff customer relations strategies to improve interactions and reduce complaints
- Oversaw accurate and efficient database management and digital file storage to support operational and recordkeeping requirements
- Worked collaboratively with office staff to maintain smooth operations and team readiness for unexpected demands
- Increased team productivity by reorganizing office supplies and protocols
- Interacted with customers by phone, email or in-person to provide information
Medical Spa Manager
Institut' DERMed
07.2015 - 03.2017
- Achieved 20% increase in clinic and retail revenue by maximizing efficiency through time management and staff supervision to boost productivity
- Greeted spa guests warmly to create positive first impression of establishment
- Led spa tours for new members to familiarize guests with services provided
- Recorded product sales into spa's weekly income report
- Maintained front desk workstation by keeping it clean and organized
- Utilized promotions, print and digital marketing to attract new clients
- Produced monthly financial reports like income statements, balance sheets and cash flow statements for presentation to board of directors
- Communicated with patients, ensuring that medical information was kept private
- Ordered all supplies and kept check on inventory levels
- Supervised team of 6 Aestheticians and 2 Massage Therapists
- Trained new hires in spa protocol
- Fostered excellence by example by 'setting pace' and being hands on mentor to staff
Administrative Assistant
Dr. Kathryn Lawson, D.C.
01.2008 - 07.2015
- Delivered top-notch administrative support to office staff, promoting excellence in office operations
- Created and updated physical records and digital files to maintain current, accurate and compliant documentation
- Kept reception area clean and neat to give visitors positive first impression
- Produced highly accurate internal and external letters and memoranda
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
- Recorded expenses and maintained accounting records
- Drafted professional memos, letters and marketing copy to support business objectives and growth
- Responded to inquiries from callers seeking information
- Maintained office supplies inventory by checking stock and ordering new supplies
- Provided clerical support to company employees by copying, faxing and filing documents
- Prepared packages for shipment, pickup and courier services for prompt delivery to customers
Financial Advisor/Registered Representative
Transamerica Life / World Financial Group
07.2010 - 07.2012
- Acquired 6 , 63 , 65 , Life and Health , and Variable Annuities licenses
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans
- Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue
- Represented the organization at various local job recruitment fairs
Education
Associate of Science - Accounting
Herkimer County Community College
Herkimer, NYSurgical Technology -
Gwinnett Technical College
Lawrenceville, GASkills
- Client Service
- Team Leadership
- Scheduling
- Staff Management
- Point of Sale Systems
- Appointment Setting
- Customer Complaint Resolution
- Vendor Relations
- Microsoft Office
- Records Management
- Proprietary Software
- Patient confidentiality
Accomplishments
- Supervised team of 10 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets reducing loss by 30%.
- Maximized monthly billing per facility by 15%.
- Collaborated with team members in acquiring quarterly bonuses within 6 months of hire.
Timeline
Patient Coordinator/Front Office Manager
ReGen Medical Aesthetics & Wellness
01.2022 - 04.2024
Client Service Coordinator
Samuel Hayes Group - Equitable Advisors
07.2021 - 12.2021
Office Coordinator
Sizewise Rentals LLC
02.2019 - 01.2020
Medical Spa Manager
Institut' DERMed
07.2015 - 03.2017
Financial Advisor/Registered Representative
Transamerica Life / World Financial Group
07.2010 - 07.2012
Administrative Assistant
Dr. Kathryn Lawson, D.C.
01.2008 - 07.2015
Surgical Technology -
Gwinnett Technical College
Associate of Science - Accounting
Herkimer County Community College
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