years of customer service. I'm people oriented and passionate about healthcare and customer service Seeking employment. Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers.
Supports professional and management staff by providing data related to, among others, financial
transactions, account information and transaction processing to be used in responses to client inquiries
on a daily basis.
· Processes updates to shareholder accounts. Under direct supervision, assists professional and
management staff by responding to phone, email and other inquiries regarding fund information, services
and procedures.
· Provides basic technical assistance to shareholders and assists in responding to straightforward
inquiries.
· Responses are fast, efficient and accurate, and are verified by more senior team members.
· Process transaction
· Assist agents