CLIVE JOSEPH
Brooklyn
Summary
Dynamic customer representative with a proven track record at Primerica, adept in Salesforce and Microsoft Office. Recognized for enhancing shareholder satisfaction through effective issue resolution and financial guidance. Strong communicator with a commitment to excellence, consistently improving operational efficiency and empowering clients with financial insights.
Overview
14
14
years of professional experience
Work History
customer representative
primerica
12.2024 - Current
- Resolved online account issues for shareholders, enhancing user access and satisfaction
- Facilitated online transactions, ensuring secure and efficient financial operations
- Facilitated money withdrawals for shareholders via phone and online, offering delivery options like first class mail, express mail, and bank transfers including ACH and Fedwire
- Assisted shareholders in creating online portfolios, providing financial insights for informed decision-making
- Guided shareholders in downloading tax documents, enhancing financial management capabilities
- Managed diverse shareholder accounts, including Coverdell educational accounts and IRAs.
File clerk
Acces VR
Brooklyn
10.2023 - 12.2024
- Organized client files in alphabetical order, enabling coworkers to meet assignment deadlines
- Improved file organization by implementing an efficient categorization and labeling system
- Evaluated filing systems and implemented new categorization strategy, improving organization and accessibility
- Reduced misplaced files by conducting regular audits and maintaining accurate records of all stored items
- Streamlined paperwork organization, reducing workload for coworkers
Clerical associate
Nycha
Queens
12.2021 - 07.2023
- Conducted triage calls to assess residents' issues, improving response to customer needs
- Managed resident issues through ticket placement and escalation, facilitating timely resolutions
- Utilized Siebel system for ticket creation and updates, improving workflow efficiency
- Scheduled and rescheduled appointments, maintaining accurate records and follow-ups
- Transferred calls to appropriate departments, streamlining issue resolution process
Associate / customer service rep
Contact tracer
Brooklyn
05.2020 - 12.2021
- Handled inbound/outbound calls to deliver health services, including food aid and quarantine accommodations
- Conducted triage calls to identify resident issues, improving customer satisfaction
- Managed resident issues by placing and escalating tickets, achieving timely resolutions
- Transferred calls to appropriate departments, ensuring effective issue resolution
- Scheduled and rescheduled appointments, maintaining accurate records and follow-ups
- Utilized Siebel system for ticket creation and updates, improving workflow efficiency
- Distributed COVID 19 health products, including masks, sanitizer, thermometers, and home testing kits
Transfer agent
AST Trust Company Canada
Brooklyn
04.2018 - 05.2020
- Managed client shares, reissued stale-dated dividend checks, facilitated direct deposits, and maintained accurate client account records
- Validated client identities, securing stocks and dividends while ensuring regulatory compliance
- Processed share sale paperwork accurately and promptly
- Provided exceptional customer service by actively listening to client needs and addressing inquiries promptly.
Survey conductor
Opinion Access Corp
Queens
09.2016 - 12.2017
- Engaged telephone respondents with a confident voice, ensuring active participation in surveys
- Consistently exceeded dialing benchmarks, reaching over 80 numbers per hour
- Maintained respondent interest by valuing their opinions and fostering open communication
- Accurately captured respondent feedback, ensuring high-quality data collection
Survey conductor
Universal Survey
Manhattan
07.2012 - 10.2016
- Engaged with diverse age groups, showing patience and professionalism in every interaction
- Consistently exceeded dialing targets, achieving over 70 calls per hour
- Earned customer service ratings of 8/10 for effective client handling and professionalism
- Captured and clarified respondent feedback through attentive listening and probing questions
Education
Associate - liberal arts
Kingsborough Community College
Brooklyn, New York06-2005
Skills
- Salesforce
- Siebel
- Microsoft Office
- Microsoft Teams
- Gmail
Profile Url
https://www.boldprofile.com/
Websites
Timeline
customer representative
primerica
12.2024 - Current
File clerk
Acces VR
10.2023 - 12.2024
Clerical associate
Nycha
12.2021 - 07.2023
Associate / customer service rep
Contact tracer
05.2020 - 12.2021
Transfer agent
AST Trust Company Canada
04.2018 - 05.2020
Survey conductor
Opinion Access Corp
09.2016 - 12.2017
Survey conductor
Universal Survey
07.2012 - 10.2016
Associate - liberal arts
Kingsborough Community College