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
2021.04 - 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
2008.01 - 2015.06
- 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
2021.04 - Current
Administrative Assistant
R.C. Willey
2008.01 - 2015.06
CNA: Nursing -
Salt Lake Community College
High School Diploma -
East High School
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