Summary
Overview
Work History
Education
Skills
Timeline
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Bryn Emery

Peoria,AZ

Summary

Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.

Overview

16
16
years of professional experience

Work History

Senior Client Service Manager

Cottonwood Wealth Strategies
Salt Lake City, UT
04.2021 - Current
  • Provided guidance and support to customer service staff to ensure that all client inquiries were handled in a timely manner.
  • Ensured that all customer complaints were resolved promptly and professionally.
  • Conducted regular meetings with customer service staff to review performance metrics, provide coaching and discuss strategies for meeting goals.
  • Established relationships with key customers by providing personalized services such as account management or technical assistance when needed.
  • Conducted periodic audits to foster compliance with standards and service levels.
  • Recruited and trained new employees to meet job requirements.
  • Interviewed prospective employees and provided input to HR on hiring decisions.
  • Verified billing data with client contracts to ensure accuracy of invoicing.

Administrative Assistant

R.C. Willey
Salt Lake City, UT
01.2008 - 06.2015
  • Composed internal memos and external correspondence for senior management and reviewed all documentation to eliminate errors
  • Maintained complex digital filing system for financial information
  • Performed research to collect and record collections data
  • Corrected any data entry error to prevent later issues such as duplication or data degradation
  • Acted as central point of contact for both employees and customers on routine credit and collection issues
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members
  • Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.

Education

CNA: Nursing -

Salt Lake Community College
09.2002

High School Diploma -

East High School
01.2002

Skills

  • Customer and client relations
  • Billing and Invoicing
  • Inter-office communications
  • Confidentiality Understanding
  • Customer follow-up
  • Team Player
  • Performance Analysis
  • Account Management
  • Professional and Courteous

Timeline

Senior Client Service Manager

Cottonwood Wealth Strategies
04.2021 - Current

Administrative Assistant

R.C. Willey
01.2008 - 06.2015

CNA: Nursing -

Salt Lake Community College

High School Diploma -

East High School

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