Carletta Amos
Lake Saint Louis,MO
Summary
Dedicated Client Service Associate committed to quality client service and building relationships while handling day to day administrative functions.
Overview
25
25
years of professional experience
Work History
Client Service Associate
UBS Financial Services
Chesterfield, MO
09.2012 - Current
- Gathered information from clients for entry into computer database.
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
- Researched issues and made quick decisions to achieve efficient and effective resolutions.
- Promoted client satisfaction by working with operational teams in proper resolution of service issues.
- Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
- Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
- Documented customer correspondence in CRM to track requests, problems and solutions.
- Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
Operations Associate
UBS Financial Services
Chesterfield, MO
11.1999 - 09.2012
- As the Wire Operator, I entered all trade tickets
- Made deposits, disbursements, internal money movements and account transfers.
- Shipped packages and received goods and materials under guidance of company's procedures.
- Monitored inventory levels and ordered new supplies to prevent shortages.
- Enforced company policies to align with industry standards.
- Maintained positive working relationship with fellow staff and management.
- Received and distributed mail, letters and packages.
- Offered reception coverage to relieve staff during absences or breaks.
Education
High School Diploma -
East Prairie High School
East Prairie, MO06.1978
Skills
- Calm and Professional Under Pressure
- Customer Data Confidentiality
- Issue and Complaint Resolution
- Efficient and Detail-Oriented
- CRM Software
- Responding to Difficult Customers
- Multitasking and Prioritization
- Understanding Customer Needs
- Data Entry
- Building Customer Trust and Loyalty
- Customer Service
- Verbal and Written Communication
- Transaction Processing
- Customer Account Management
- Upbeat and Positive Personality
- MS Office
- Teamwork and Collaboration
- Proactive Self-Starter
- Patient and Empathetic
- LiveChat Messaging
- Establishing and Maintaining Customer Relationships
- Policies and Procedures Adherence
- Remote Office Availability
- Regulatory Compliance
- Microsoft Office
Timeline
Client Service Associate
UBS Financial Services
09.2012 - Current
Operations Associate
UBS Financial Services
11.1999 - 09.2012
High School Diploma -
East Prairie High School
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