Callie Rich
Melrose ,Massachusetts
Summary
Motivated Client Service Representative with proven administrative, problem-solving and customer relations skills. Collaborative and driven with clear focus on putting clients first and supporting team needs.
Overview
7
7
years of professional experience
Work History
Client Account Assistant
Safe Port Financial
Gloucester, MA
05.2023 - Current
- Answered incoming calls, responded to emails, faxes and other inquiries from customers and vendors.
- Greeted visitors, clients and guests in a professional manner.
- Prepare documents for client meetings
- Respond to client emails in a respectful manner
- Schedule all client meetings
Client Service Specialist
Ameriprise Financial
Winchester, MA
04.2022 - 03.2024
- Managed and updated physical and digital client account information to keep records accurate and current.
- Greeted incoming customers to provide immediate, friendly and knowledgeable support.
- Responded within established timeframes to address customer concerns and inquiries by phone or email.
- Received and submitted payments, updated account information and provided receipts.
- Scheduled and confirmed appointments based on customer availability.
- Promoted client satisfaction by working with operational teams in proper resolution of service issues.
Front Desk Receptionist/Marketing Manager
Kings Dining And Entertainment
Burlington, MA
12.2021 - 03.2022
- Oversaw cash and credit card payment transactions at the front desk.
- Corrected guest issues promptly with knowledgeable and friendly service.
- Managed customer complaints and rectified issues to complete satisfaction.
- Managed tasks and responsibilities for front office employees when the team was understaffed.
- Worked with housekeeping, maintenance and security to meet all guest needs.
- Received incoming calls and coordinated with staff to fulfill customer requests.
- Received incoming phone calls about planning events in the venue.
Key Holder
Bath & Body Works
Everett, MA
09.2020 - 11.2021
- Trained and helped supervise staff to develop and maintain store revenue, team customer service skills and product knowledge.
- Coordinated floor moves, merchandising and display maintenance and monitored floor stock to keep popular items available to buyers.
- Accomplished sales goals by engaging customers, delivering top-notch service and promoting special items.
- Partnered with store leadership team to learn and understand management processes and reports.
- Managed stock demands and employee shift schedules and adapted professionally to unexpected changes.
- Developed product knowledge expertise and drove revenue growth by understanding features and benefits in full.
- Promoted service and selling culture to exceed customer expectations and build loyal consumer relationships.
- Operated cash register.
- Maintained store and maintained appearance.
- Performed store opening and closing tasks to comply with preset store operations guidelines.
- Responded to safety and loss prevention incidents.
First Year Experience Mentor
Merrimack College
North Andover, MA
08.2019 - 12.2020
- Talked with individuals, sharing positive life experiences to encourage improved self-esteem and boost socialization.
- Helped first year students on how to be successful throughout their four years at Merrimack College.
- Co-taught a class once a week
- Recommended coping mechanisms and offered guidance to individuals dealing with intense problems.
Sales Associate
Finish Line
Burlington , Massachusetts
05.2019 - 08.2019
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Offered product and service consultations and employed upselling techniques.
- Assisted customers by finding shoes, accessories and checking inventory for items at other locations.
- Sold various products by explaining unique features and educating customers on proper application.
Shift Leader
Dunkin
Stoneham, MA
05.2017 - 03.2019
- Counted cash on hand at shift change and closing to determine shortages or overages and prepare bank deposit statements.
- Coordinated daily shift changes to facilitate tasks and handle special needs or requests.
- Complied with company safety procedures, policies and regulations to promote safe working environment.
- Assisted general manager with operations game plan and company initiatives implementation.
- Established team goals, reviewed employee work and mentored team members to improve performance.
- Prepare food and beverages for customers.
- Supervised, motivated and led employees to maintain productivity and customer service levels.
Education
Bachelor of Science - Business Management & Marketing
Merrimack College
North Andover, MA05.2021
Skills
- Product and service sales
- Reliable and trustworthy
- Working collaboratively
- Excellent communication skills
Timeline
Client Account Assistant
Safe Port Financial
05.2023 - Current
Client Service Specialist
Ameriprise Financial
04.2022 - 03.2024
Front Desk Receptionist/Marketing Manager
Kings Dining And Entertainment
12.2021 - 03.2022
Key Holder
Bath & Body Works
09.2020 - 11.2021
First Year Experience Mentor
Merrimack College
08.2019 - 12.2020
Sales Associate
Finish Line
05.2019 - 08.2019
Shift Leader
Dunkin
05.2017 - 03.2019
Bachelor of Science - Business Management & Marketing
Merrimack College
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