Destiny Strothers
Cary,NC
Summary
Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
7
7
years of professional experience
Work History
Senior Customer Service Professional
LPL Financial
12.2021 - Current
- Build and maintain strong relationships with clients, providing financial advice, and addressing their inquiries and concerns
- Support clients with creating comprehensive financial plans tailored to their goals, risk tolerance and financial situation
- Assist clients with plan for retirement, including analyzing retirement savings, recommending suitable retirement accounts and projecting retirement income
- Oversee client accounts, monitor performance, and conduct periodic reviews to ensure financial objectives are being met
- Conduct market search and analyze economic trends to keep clients informed about potential investment opportunities and risk
- Collaborate with other team members to expand client base and participate in networking events
- Prepare and present comprehensive financial reports to clients, summarizing investment performance and progress toward financial goals.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems.
Administrative Assistant
Eventus WholeHealth
10.2020 - 12.2021
- Managed day to day office operations, including organizing schedules, coordinating meetings, and maintaining office supplies
- Handled emails, phone calls, and other correspondences on behalf of upper management, responding to inquiries, and forwarding messages
- Input and maintained accurate data, records, and files
- Created and formatted documents, reports, presentations, and other materials as needed
- Welcomed and directed visitors, and clients, providing professional and friendly first point of contact
- Kept files and documents well organized, using appropriate filing systems for easy accessibility
- Managed multiple tasks efficiently, prioritizing deadlines, and adapting to changing priorities as necessary.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Scheduled office meetings and client appointments for staff teams.
- Executed record filing system to improve document organization and management.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
Customer Service Coordinator
TJ Maxx
10.2016 - 12.2020
- Provided friendly and efficient customer service when assisting shoppers
- Processed returns, exchanges, and refunds for customers, adhering to store policies
- Assisted cashiers during peak time, handling price checks and voids
- Supported front end operations, including managing lines, maintaining cash registers, and ensuring a smooth checkout process
- Maintained cleanliness and organization of merchandise displays and ensured products are well-stocked and readily available to customers
- Listened to customer feedback, gathered information on their shopping experience and passed relevant insights to the management team.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Responded to customer calls and emails to answer questions about products and services.
- Responded to customer needs through competent customer service and prompt problem-solving.
- Maintained and managed customer files and databases.
- Coordinated logistics for customer orders.
Education
BBA - Business Administration
Strayer University
12.2023
High School Diploma - General Studies
Riverside High School
Durham, NC2016
Skills
- Prioritization
- Database Administration
- Customer and Client Relations
- Excel Spreadsheets
- Accounts Payable and Accounts Receivable
- Exceptional Telephone Etiquette
- HIPAA
- Scheduling
- Insurance Approvals
- Typing Proficiency
- Data Collection
- Reading Comprehension
Timeline
Senior Customer Service Professional
LPL Financial
12.2021 - Current
Administrative Assistant
Eventus WholeHealth
10.2020 - 12.2021
Customer Service Coordinator
TJ Maxx
10.2016 - 12.2020
BBA - Business Administration
Strayer University
High School Diploma - General Studies
Riverside High School