Client Service Associate
Merrill Lynch Pierce Fenner & Smith Incorporated
04.2018 - 02.2020
- Customer Service
- Client's account maintenance
- Coordinate meeting with clients
- Process client's requests in their accounts
- Account opening
- Communicated with clients regarding account services, statements, and balances
- Maintained and managed customer files and databases
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction
- Maintained accurate record-keeping with proactive attention to client information updates
- Coordinated with operations staff to resolve service problems and boost client satisfaction
- Utilized active listening skills to identify customer needs and provide appropriate solutions
- Educated clients on account services and resolved client inquiries regarding statement information and account balances