Summary
Overview
Work History
Skills
Timeline
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Brittany Corvere

Henrico

Summary

Dynamic Client Service Associate with a proven track record at LPL Financial, excelling in problem-solving and client relations. Enhanced client satisfaction through effective issue resolution and meticulous database management. Recognized for developing streamlined processes that improved operational efficiency and fostered strong, empathetic client relationships.

Offering excellent interpersonal and communication skills with ability to quickly learn and adapt to new environments. Brings solid understanding of customer service fundamentals and demonstrates proficiency in handling client inquiries and issues. Ready to use and develop problem-solving and organizational skills in the Transition Support Partner role.

Overview

3
3
years of professional experience

Work History

Client Service Associate

LPL Financial
07.2023 - Current
  • Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
  • Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
  • Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
  • Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
  • Increased team efficiency by developing streamlined processes for client communication and account management.
  • Participated in training programs to stay current on industry trends and enhance skills necessary for successful client interactions.
  • Coordinated with internal teams to ensure seamless execution of client requests, resulting in improved operational efficiency.
  • Contributed to the development of marketing materials targeted at promoting our company''s products and services more effectively among existing and prospective clientele groups.
  • Developed customized reports for clients that highlighted key performance indicators and facilitated informed decision-making processes.
  • Enhanced client satisfaction by effectively addressing and resolving inquiries in a timely manner.
  • Supported the implementation of new technology platforms aimed at enhancing overall customer experience levels within the organization.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.

Client Service Associate

Wells Fargo Advisors
09.2022 - 07.2023
  • Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Responded proactively and positively to rapid change.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Reduced process inconsistencies and effectively trained team members on best practices and protocols.
  • Sought ways to improve processes and services provided.

Skills

  • Problem-solving expertise
  • Detail-oriented data input
  • Interpersonal and written communication
  • Professionalism and etiquette
  • Effective issue resolution
  • Meeting facilitation
  • Strong interpersonal skills
  • Client onboarding process
  • Client relations
  • Complaint handling
  • Meeting deadlines
  • Database management
  • CRM software
  • Calm and professional under pressure
  • Multitasking Abilities

Timeline

Client Service Associate

LPL Financial
07.2023 - Current

Client Service Associate

Wells Fargo Advisors
09.2022 - 07.2023

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Brittany Corvere