Anna DiMuzio
Cincinnati
Summary
Proven Client Solutions Specialist with expertise in client relationship management, financial product knowledge, and service delivery optimization. Committed to enhancing customer engagement and satisfaction through effective communication and precise record maintenance.
Overview
11
11
years of professional experience
5
5
Certifications
Work History
Client Solution Specialist
PNC Wealth Management
Cincinnati
10.2021 - 12.2025
- Coordinated meetings between clients and financial advisors for effective communication.
- Maintained accurate client records using PNC Wealth Management systems and tools.
- Educated clients on account features, benefits, and usage of online platforms.
- Collaborated with team members to enhance service delivery and client satisfaction.
- Responded to client inquiries regarding billing discrepancies by researching issues.
- Developed relationships with clients through regular communication, following up on inquiries and providing updates.
- Identified potential opportunities for growth through analysis of customer engagement metrics.
- Monitored incoming emails and phone calls from customers, responding promptly to address their concerns.
- Maintained accurate records of client interactions, documenting all relevant information including contact details and product usage history.
Office Administrative Assistant
Robben Florist
Cincinnati
06.2019 - 07.2021
- Managed daily office operations and maintained organized filing systems.
- Assisted customers with flower arrangements and order inquiries.
- Coordinated appointment scheduling for floral consultations and deliveries.
- Handled incoming calls and directed inquiries to appropriate staff members.
- Processed invoices and maintained accurate records of transactions.
- Supported inventory management by tracking supplies and placing orders.
Client Solutions Specialist
PNC Investments
Cincinnati
10.2017 - 07.2018
- Maintained accurate client records and documentation within internal systems.
- Coordinated with financial advisors to ensure seamless client service delivery.
- Conducted regular follow-ups to enhance client relationships and satisfaction levels.
Branch Service and Sales Rep
PNC Bank
Cleves
01.2015 - 10.2017
- Developed strong relationships with clients to enhance customer loyalty.
- Conducted product presentations to educate clients on banking services.
- Managed client accounts and ensured timely follow-ups on inquiries.
Education
High School Diploma -
Mother of Mercy High School
Cincinnati, OH05-2010
Skills
- Client relationship management
- Customer engagement analysis
- Financial product knowledge
- Record maintenance
- Software application training
- Service delivery optimization
Certification
Excel Quick Tips - LinkedIn Learning - Completed 07/31/2024
Timeline
Client Solution Specialist
PNC Wealth Management
10.2021 - 12.2025
Office Administrative Assistant
Robben Florist
06.2019 - 07.2021
Client Solutions Specialist
PNC Investments
10.2017 - 07.2018
Branch Service and Sales Rep
PNC Bank
01.2015 - 10.2017
High School Diploma -
Mother of Mercy High School