Experienced with client relationship management and financial advisory services. Utilizes strategic planning and communication skills to enhance client satisfaction. Knowledge of conflict resolution and effective client engagement.
Overview
7
7
years of professional experience
Work History
Back Office Client Manager Assistant
Bergen Logistics
North Bergen, NJ
02.2021 - 01.2026
Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems.
Prepared reports tracking information such as purchase orders, inventory numbers, and invoicing activities.
Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Established performance and service goals and held associates accountable for individual performance.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained inventory of office supplies and placed orders.
Dental Assistant
New York Dental Office
Union City, NJ
07.2019 - 03.2021
Maintained dental supply inventory by checking stock to determine inventory levels and placing and expediting orders for supplies.
Documented patient dental health information, medical history, and vital signs for future reference.
Answered telephone calls to offer office information, answer questions, and direct calls to staff.
Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
Assisted with medical coding and billing tasks.
Managed office bookkeeping with insurance billing and patient payments.
Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.