Caylah Kang

• Served as primary contact for client communications via phone and email, addressing service needs and escalating issues to advisors when appropriate.

• Supported client relationship managers by updating records across Salesforce, Smartsheet, Redtail, and SharePoint, ensuring accuracy and compliance.

• Collaborated on research and presentations, including co-authoring a whitepaper and presenting findings to leadership.

• Attended in-person client meetings, strengthening skills in relationship-building and consultative communication.

• Delivered concierge-style customer service, resolving client inquiries and ensuring seamless shopping experiences.

• Consistently exceeded sales targets by 2% through proactive client engagement and product education.

• Reduced stock discrepancies by improving inventory processes, enabling faster product availability and stronger customer satisfaction.

• Collaborated cross-departmentally to streamline holiday operations, boosting efficiency by 20%.

• Managed the distribution of advertisements through mail.

• Utilized Microsoft Office Suite for efficient client management by documenting and organizing property details.

• Streamlined email, call, and appointment management, reducing response time 15% and improving client satisfaction.

• Shadowed agents during property showings and settlements.