Summary
Overview
Work History
Skills
Timeline
Generic

Deborah Finch

Brooklyn,NY

Summary

Reliable Client Service Associate with relevant experience in client relations, customer service, and administrative tasks. Possess strong communication skills, adept at building relationships and resolving complex issues. Proven ability to improve customer satisfaction and support team objectives.

Motivated Client Service Representative with proven administrative, problem-solving and customer relations skills. Collaborative and driven with clear focus on putting clients first and supporting team needs. Well-organized, flexible, and computer-savvy.

Overview

5
5
years of professional experience

Work History

Client Service Associate

Janet picozzi
Manhattan, New York
03.2020 - Current
  • Evaluated trading platforms available from various vendors for cost effectiveness and compatibility with existing systems.
  • Processed new accounts quickly and efficiently while ensuring compliance with regulations.
  • Conducted research on investments, markets, and economic trends to stay informed about current events impacting clients' portfolios.
  • Provided superior customer service by responding promptly to client inquiries and requests.
  • Developed relationships with clients through regular contact, including phone calls and emails.
  • Resolved issues that arose during account transfers or other operations processes in a timely fashion.
  • 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.
  • Greeted incoming customers to provide immediate, friendly and knowledgeable support.
  • Maintained client relationships and listened to needs and pain points to provide strategic internal feedback.
  • 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.
  • Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
  • Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
  • Mentored junior team members and managed employee relationships.
  • Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries.

Skills

  • Client relationship management

Timeline

Client Service Associate

Janet picozzi
03.2020 - Current

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Deborah Finch