Alicia Bonk
9557 Cleveland Ave,MI
Summary
Motivated Client Service Representative with proven administrative, problem-solving and customer relations skills. Collaborative and driven with clear focus on putting clients first and supporting team needs. Well-organized, flexible, and computer-savvy.
Overview
2
2
years of professional experience
Work History
Client Service Associate
Fidelity Investments
Orland Park, IL
06.2012 - 08.2014
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Promoted client satisfaction by working with operational teams in proper resolution of service issues.
- Collected deposits or payments and arranged for billing.
- Conferred with customers by telephone or in person to provide information about products or services and take orders.
- Resolved issues that arose during account transfers or other operations processes in a timely fashion.
- Followed up with clients regarding open items or outstanding paperwork required for completion of transactions.
- Audited customer account information to identify issues and develop solutions.
Education
Associate of Applied Science - Administrative Assistance And Secretarial Science
Robert Morris College
Chicago, IL05-1995
Skills
- Client Rapport
- Interpersonal and Written Communication
- Client Relationships
- Issue Resolution
Languages
Spanish
Native/ Bilingual
Timeline
Client Service Associate
Fidelity Investments
06.2012 - 08.2014
Associate of Applied Science - Administrative Assistance And Secretarial Science
Robert Morris College
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