Summary
Overview
Work History
Education
Skills
Timeline
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Bernadette Coppola

The Villages,FL

Summary

At Firserv, I excelled as a Client Service Representative, mastering customer support and teamwork to enhance client satisfaction. My proactive approach and ability to maintain confidentiality led to significant improvements in client relations and service standards, showcasing my dedication to excellence and collaborative spirit.

Client service professional with robust background in delivering high-quality support and fostering client relationships. Known for reliability and adaptability in dynamic environments. Proficient in communication and team collaboration, consistently achieving positive outcomes.

Overview

25
25
years of professional experience

Work History

Client Service Representative Sr. Balancing

Firserv
10.2011 - Current
  • Handled sensitive client information with discretion, ensuring confidentiality at all times.
  • Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Developed strong relationships with clients through proactive outreach and regular check-ins on progress and satisfaction.
  • Maintained detailed records of client interactions, allowing for better understanding of needs and preferences for future engagements.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Adapted quickly to changes in company policy or procedures while maintaining excellent service standards for existing clients.
  • Assisted clients with navigating online platforms and tools, enhancing their overall experience with the company''s resources.
  • Consistently met or exceeded performance metrics while juggling multiple tasks effectively under tight deadlines.
  • Collaborated with other departments to develop ways to increase customer satisfaction.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Maintained up-to-date knowledge of product and service changes.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Responded proactively and positively to rapid change.
  • Sought ways to improve processes and services provided.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.

Education

Bachelor of Arts - Finance

William Paterson University of New Jersey
Wayne, NJ

Skills

  • Customer support
  • Payment processing
  • Customer focus
  • Customer education
  • Follow-up skills
  • Client relations
  • Meeting deadlines
  • Client support
  • Escalation management
  • Provider relations
  • Teamwork and collaboration

Timeline

Client Service Representative Sr. Balancing

Firserv
10.2011 - Current

Bachelor of Arts - Finance

William Paterson University of New Jersey

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Bernadette Coppola