Alexander Chase Trimm
Boone,NC
Summary
Drove client service excellence by supporting financial advisors in managing client communications and coordinating administrative tasks in dynamic environments.
Overview
6
6
years of professional experience
Work History
Client Support Specialist
Horizon Advisory Group
06.2023 - Current
- Managed client inquiries; processed account updates; organized digital files; maintained CRM records; scheduled advisor appointments; ensured confidentiality handling sensitive information.
- Remote
Administrative Assistant
Blue Ridge Financial Services
Asheville, NC
05.2021 - 06.2023
- Prepared reports; organized client files; assisted client onboarding; managed email and follow-ups; maintained digital records; provided reliable customer service.
Sales Manager
AT&T
Johnson City, Tennessee
08.2019 - 05.2021
- Guided customers with service plans; trained team members; kept accurate records; improved satisfaction scores; resolved issues; managed high-volume client communication.
Education
High School Diploma - undefined
Mountain Heritage High School
Burnsville, NC06.2019
Skills
- Client communication
- CRM data entry & maintenance
- Scheduling & calendar management
- Document preparation
- Problem-solving
- Microsoft Word-Excell
- Customer service
- Account updates & follow-up
- File organization
- Remote work proficiency
LANGUAGE
English — Native
Timeline
Client Support Specialist
Horizon Advisory Group
06.2023 - Current
Administrative Assistant
Blue Ridge Financial Services
05.2021 - 06.2023
Sales Manager
AT&T
08.2019 - 05.2021
High School Diploma - undefined
Mountain Heritage High School