Candice Matuszak
Boyne City,MI
Summary
Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations. Committed to high-quality client service.
Overview
19
19
years of professional experience
Work History
Client Service Associate
Raymond James
Petoskey, MI
11.2023 - Current
- Provided superior customer service by responding promptly to client inquiries and requests.
- Assisted clients in understanding their account information, such as asset allocation and performance metrics.
- Developed relationships with clients through regular contact, including phone calls and emails.
- Maintained accurate records of all client transactions and communications.
Treatment Coordinator/Employee Liaison
Great Lakes Orthodontics
Petoskey, MI
01.2023 - 11.2023
- Evaluated individual and team business performance and identified opportunities for improvement.
- Held regular one-on-one meetings with doctor and business manager to review staff performance and priorities and provide feedback.
- Provided administrative support for patient care staff.
- Assisted dentist in helping patients determine optimal treatment options.
- Scheduled evaluations and procedures for patients.
- Received and routed care team messages and documents to appropriate staff.
- Held interviews with patients to hear concerns, gather health history and understand objectives.
- Effectively coordinated the merge and transition of ownership from Dr. Reed to Dr. Dzingle.
Dental Assistant/Treatment Coordinator/Office Manager
Paul W. Reed, D.D.S., M.S.
Petoskey, MI
11.2004 - 12.2022
- Functioned as team leader and organized all treatment and placement activities
- Effectively communicated with patients, doctors and staff members, assessing dental charts and promoting high level of communication and interaction.
- Established strong work network by building professional relationships with physicians, fellow employees, and patients and their families.
- Provided administrative support for patient care staff.
- Demonstrated flexibility during changes to patient care practice.
- Communicated with patients to ensure quality of care and develop care plans.
- Made appointments, contacted patients for follow-ups, coordinated with insurance companies and handled billing issues.
- Troubleshot and resolved complex customer service issues to enhance patient and family experience.
- Conducted financial consultations with patient and set up payment plans.
Education
Associate of Applied Science - Massage Therapy
Kirtland Community College
Roscommon, MI12.2000
Skills
- Office Administration and Data Management Systems
- Time Management
- Verbal and Written Communication
- Critical Thinking
- Decision Making
- Appointment Scheduling
Timeline
Client Service Associate
Raymond James
11.2023 - Current
Treatment Coordinator/Employee Liaison
Great Lakes Orthodontics
01.2023 - 11.2023
Dental Assistant/Treatment Coordinator/Office Manager
Paul W. Reed, D.D.S., M.S.
11.2004 - 12.2022
Associate of Applied Science - Massage Therapy
Kirtland Community College
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