Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Beatriz Luna

Brookhaven,Georgia

Summary

Results-driven professional with experience in client service and customer support. Skilled in data entry and up-selling strategies, contributing to improved client retention. Aiming to leverage expertise to enhance operational efficiency and client satisfaction.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Client Service Associate

Stratos Wealth Strategies Inc.
Atlanta, GA
01.2024 - 11.2025
  • Provided exceptional client support by addressing inquiries and resolving concerns to enhance client satisfaction
  • Collaborated closely with financial advisors to ensure streamlined communication and relationship management with clients
  • Supported team by coordinating scheduling and appointment management for client meetings.

Esthetician

Brazilian Wax By Andreia
Duluth, GA
02.2020 - 05.2022
  • Conducted thorough skin assessments to recommend appropriate products and services.
  • Collaborated with team members to maintain cleanliness and organization of treatment areas.
  • Educated clients on skincare routines and product usage for optimal results.
  • Managed inventory levels, ensuring availability of essential products for treatments.
  • Trained junior estheticians on best practices for service delivery and client interactions.
  • Maintained strict sanitation protocols to ensure a clean and safe environment for both staff and clients.
  • Recommended retail products for at-home use.

E-commerce

Various Platforms (eBay, Amazon, Walmart, Mercari)
08.2019 - 08.2021
  • Conducted market research to identify new opportunities for growth within the e-commerce sector.
  • Provided exceptional support to clients, addressing questions or concerns related to their e-commerce sites in a timely manner.

Receptionist

Brazilian Wax By Andreia
Duluth, GA
06.2018 - 07.2020
  • Managed front desk operations, ensuring seamless check-in and appointment scheduling for clients.
  • Provided exceptional customer service, addressing client inquiries and resolving issues promptly.
  • Maintained cleanliness and organization of reception area, enhancing overall client experience.
  • Utilized scheduling software to optimize booking processes and minimize conflicts.
  • Trained new receptionists on operational procedures and customer service best practices.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Resolved customer problems and complaints.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Corresponded with clients through email, telephone, or postal mail.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.

Education

No Degree -

Chamberlain College of Nursing
Atlanta

No Degree -

University of North Georgia
Dahlonega, GA

High School Diploma -

Mill Creek
05-2018

Skills

  • Client relationships
  • Microsoft Word, Excel, PowerPoint, & Outlook
  • Meeting facilitation
  • Client retention strategies
  • Professionalism and etiquette
  • Data entry proficiency
  • Issue resolution
  • Up-selling strategies
  • Customer support
  • Sales documentation
  • Complaint handling
  • Follow-up skills
  • Payment processing
  • Direct sales

Certification

  • Certified Yoga Instructor

Languages

Portuguese
Full Professional
English
Native or Bilingual
Spanish
Limited Working

Timeline

Client Service Associate

Stratos Wealth Strategies Inc.
01.2024 - 11.2025

Esthetician

Brazilian Wax By Andreia
02.2020 - 05.2022

E-commerce

Various Platforms (eBay, Amazon, Walmart, Mercari)
08.2019 - 08.2021

Receptionist

Brazilian Wax By Andreia
06.2018 - 07.2020

No Degree -

Chamberlain College of Nursing

No Degree -

University of North Georgia

High School Diploma -

Mill Creek
Beatriz Luna