Amber Harris
Waukee,IA
Summary
Highly organized professional that possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service. Knowledgeable and dedicated customer service professional with extensive experience in financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
13
13
years of professional experience
Work History
Client Services Associate
Diversified Financial Group, LLC
01.2023 - Current
- Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions.
- Streamlined communication for improved efficiency, actively collaborating with cross-functional teams.
- Boosted Client Services team performance by implementing new process improvements and best practices.
- Developed strong rapport with clients, fostering long-term relationships and ensuring repeat business.
- Managed multiple accounts simultaneously, prioritizing tasks to ensure timely completion of projects.
- Provided exceptional customer support, consistently exceeding client expectations and resolving issues effectively.
- Maintained and managed customer files and databases.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Delivered prompt service to prioritize customer needs.
- Maintained up-to-date knowledge of product and service changes.
Business Support Consultant
Wells Fargo
09.2020 - 09.2021
- Maintained strict compliance with all relevant regulations and industry best practices, ensuring legal adherence throughout all aspects of business operations.
- Developed and updated tracking spreadsheets for process monitoring and reporting.
- Generated reports detailing findings and recommendations.
- Conducted regular reviews of operations and identified areas for improvement.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Assessed risks associated with various projects, developing contingency plans accordingly to minimize potential negative impacts on operations or financial stability.
- Evaluated existing systems and processes to identify areas for improvement, resulting in significant cost savings without compromising quality standards.
- Developed and maintained strong relationships with key stakeholders, effectively communicating progress updates or necessary adjustments to ensure alignment with overall business objectives.
- Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
- Improved overall business efficiency by streamlining processes and implementing innovative solutions.
- Enhanced client satisfaction by providing exceptional customer support and addressing concerns promptly.
- Identified areas for improvement through regular analysis of key performance indicators, implementing corrective actions as necessary.
- Collaborated with cross-functional teams to optimize workflow and achieve desired results in an efficient manner.
- Managed vendor relationships to ensure seamless delivery of products and services while maintaining costeffectiveness.
Business Support Associate
Wells Fargo
05.2015 - 09.2020
- Lead implementation of solutions for our business units' statements by evaluating and prioritizing changes and working through project lifecycle until completion
- Manage statement marketing messages by reviewing, editing, formatting, and prioritizing all the material to ensure they were included and where needed, in the monthly statements
- Worked with departments across the company, including marketing and project management, in developing new ideas, initiatives, products, and services
- Manage and provide timely and efficient responses to emails that were recieved between four inboxes in regards to different areas within the department
- Facilitate meetings regarding issues that may arise and work to remedy solutions in order to resolve them by working closely with our business partners
- Assist with other projects and implementations to ensure that companywide projects that may effect our area/department have all correct information in order to have a seamless transition to the new process/application/system
- Build and maintain relationships with all internal and external partners, at all levels, through excellent customer service.
Operations Analyst II
Wells Fargo
02.2011 - 05.2015
- Provide implementation assistance by testing, reviewing, identifying risks as needed, and addressing concerns as they come up for project enhancements to the compensations system
- Active leadership role by providing training to new employees to learn and develop system and process knowledge
- Perform second level quality review checks on all adjustments processed by the divisional specialists to ensure accurate compensation
- Facilitate accurate and timely payments to all commission eligible employees by completing miscellaneous adjustments for monthly commissions or overrides by a specific deadline
- Ensure payments are compliant within company and government guidelines by analyzing and memorizing over 100 compensation plans
- Build and maintain relationships with field partners as well as internal partners through excellent customer service by knowing and being confident in regards to the compensation, system flow, and process adherence.
Education
Cosmetology -
La James International School of Beauty
Johnston, IA03.2005
Skills
- Meeting Facilitation
- Client Relationship Building
- Sales Support
- Account management
- Data analysis
- Project management
- Client onboarding
- Active listening
- Problem-solving abilities
- Empathy and understanding
- Adaptability and flexibility
- Time management
- Multitasking capabilities
- Excellent communication
- Strong interpersonal skills
- Quality assurance
- Attention to detail
- Team collaboration
- Customer Support
- Client Relations
- Client Support
- Customer Service
Timeline
Client Services Associate
Diversified Financial Group, LLC
01.2023 - Current
Business Support Consultant
Wells Fargo
09.2020 - 09.2021
Business Support Associate
Wells Fargo
05.2015 - 09.2020
Operations Analyst II
Wells Fargo
02.2011 - 05.2015
Cosmetology -
La James International School of Beauty