Effie Frank
Big Bend,WI
Summary
Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty. Dependable and detail-oriented professional adept at quickly identifying and resolving operational issues, implementing new processes and providing exemplary customer service. Possesses excellent organizational, problem-solving, and communication skills.
Overview
9
9
years of professional experience
Work History
Senior Client Service and Operations Associate
Heck Capital Advisors
11.2019 - Current
- Communicate with clients regarding account services, statements, and balances.
- Office Coordinator for Milwaukee and Rhinelander office. Manage receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
- Utilize APX and Fidelity platforms to open new accounts and perform any client maintenance as needed.
- Assist advisors with over 300 households of clients everyday with positive attitude and focus on customer satisfaction.
- Schedule client investment meetings and reviews.
- Team oriented and assist other client service associates where and when needed.
Client Service Associate
Stifel
01.2015 - 11.2019
Communicated effectively and efficiently with clients regarding their accounts, processed and updated accounts, moved money and assisted four financial advisors.
Registered Client Service Representative with Series 7 and 66
Education
Bachelor of Arts - Communications
Alverno College
Milwaukee, WI12.2001
Skills
Client Meetings
Client Rapport-Building
Corporate Processes and Procedures
Customer Support
Volunteer Orientation
Client Interactions
Service Recommendations
Client Relations
Team Support
Verbal and written communication
Interpersonal and written communication
Deadline Management
Service Recommendations
- Service Recommendations
- Client Relations
Additional Information
Volunteer with the Waukesha Aging and Disability Resource Center - Meals on Wheels Program
Timeline
Senior Client Service and Operations Associate
Heck Capital Advisors
11.2019 - Current
Client Service Associate
Stifel
01.2015 - 11.2019
Bachelor of Arts - Communications
Alverno College
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