Alexandria Tuck

• Assisted nursing staff with patient care and daily activities
• Monitored patient vital signs and reported changes to medical team
• Documented patient information accurately in electronic health records system
• Performed EKGs, phlebotomy, and other laboratory tests as directed by physician or RN
• Documented patient intake and dietary requirements and aided with feeding and monitoring
• Assisted with patient admissions, discharges and transfers
• Answered call lights promptly and responded appropriately to requests from patients, families, staff members
• Assisted patients with activities of daily living, including bathing, dressing and grooming

• Coordinated and implemented effective training for 4 professionals to improve daily processes
• Collaborated with company Founder to develop and implement recommendations for service improvement
• Evaluated monthly performance by analyzing and interpreting data and metrics
• Ensured all supplies stocked so team can work efficient
• Negotiated with suppliers to guarantee better prices for inventory and supplies
• Introduced new methods, practices, and systems to reduce turnaround time

• Trained and oversaw support staff of 3 CSAs
• Constant line of communication between CSAs and FAs to help us communicate more efficiently
• Cultivated client relationships through high levels of direct communication to maintain customer loyalty
• Handled cash and securities transactions worth over $20,000,000
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
• Hired and trained new team personnel regarding company operations, policies and services
• Exhibited high energy and professionalism when dealing with clients and staff
• Developed highly empathetic client relationships and earned reputation for exceeding service standard goals
• Cross-trained and backed up other customer service managers
• Effective liaison between customers and internal departments
• Investigated and resolved accounting, service and delivery concerns
• Answered on average 150 calls and emails per day, addressing customer inquiries, solving problems and providing product information

Educated over 35 client families on account services and resolved client inquiries regarding statement information and account balances

• Collected confidential financial information from clients to construct comprehensive financial plans along with Financial Advisors
• Helped large volume of customers every day with positive attitude and focus on customer satisfaction
• Coordinated client meetings to offer expert, individualized service, driving sales and boosting brand loyalty
• Maintained accurate record-keeping with proactive attention to client information updates
• Cultivated long-lasting client relationships based on trust and solid understanding of business needs
• Introduced clients to available online resources and services to increase convenience
• Investigated and resolved customer inquiries and complaints quickly
• Responded proactively and positively to rapid change
• Exhibited high energy and professionalism when dealing with clients and staff
• Responded to customer requests, offering excellent support and tailored recommendations to address needs
• Trained new personnel regarding company operations, policies and services
• Developed highly empathetic client relationships and earned reputation for exceeding service standard goals
• Increased efficiency and team productivity by promoting operational best practices

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
• Kept reception area clean to give visitors positive first impression
• Answered central telephone system and directed calls accordingly
• Resolved customer problems and complaints
• Managed multiple tasks and met time-sensitive deadlines
• Scheduled and confirmed appointments and meetings for senior management team