Brendan Abramson
Houston,TX
Summary
Successful Client Services Sr. Associate with 5 years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability. Highly organized individual possessing strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
6
6
years of professional experience
Work History
Client Services Sr. Associate
Invesco Investment Services
10.2019 - Current
- Assist large volume of shareholders and brokers alike with positive attitude and focus on customer satisfaction.
- Participated in two projects to boost underlying Transfer Agency operations.
- Respond to potential customer calls regarding services and products Invesco offers.
- Consistently meet rep metrics and standards.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Communicate with clients regarding account services, statements, and balances.
- Introduce clients to available online resources and services to increase convenience.
- Processing of numerous purchases, redemptions, exchanges, and transfers of mutual fund shares daily.
- Quality checking deceased shareholder reports for current team.
Key Holder
Lacrosse Unlimited
12.2018 - 10.2019
- Developed and implemented sales strategies to increase revenue
- Collected and processed payments
- Managed inventory control, cash control and store opening and closing procedures
- Communicated with customers to understand needs and recommend appropriate solutions
- Monitored weekly sales to write reports for senior leadership and streamline operational processes
- Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness
- Utilized effective communication and active listening skills to create client rapport to grow profitability
- Used SQL system to manage sales, inventory, transfers, and opening/closing procedures
Education
Bachelor of Arts - Psychology
Texas State University
San Marcos, TX08.2017
High School Diploma -
Bellaire High School
Bellaire, TX05.2013
Skills
- Customer Data Confidentiality
- Understanding Customer Needs
- Customer Account Management
- Courteous with Strong Service Mindset
- Efficient and Detail-Oriented
- Account Management
- Building Customer Trust and Loyalty
- De-escalation
- Issue and Complaint Resolution
- Upbeat and Positive Personality
- Data Entry and Maintenance
- Call Documentation
- Identifying risk and fraud concerns
- Corrective Actions
- Policy and Procedure Adherence
- Training and mentoring
Timeline
Client Services Sr. Associate
Invesco Investment Services
10.2019 - Current
Key Holder
Lacrosse Unlimited
12.2018 - 10.2019
Bachelor of Arts - Psychology
Texas State University
High School Diploma -
Bellaire High School
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