ERIC ANDREWS
Belmont,NC
Summary
High-energy and innovative. Results-oriented, adaptable and resourceful team player. Proven ability to forge relationships, brainstorm sophisticated and insightful ideas, lay groundwork, solidify deals and oversee plan execution under high pressure. Ability to meet production, quality & timeliness requirements according to the unit & corporate standards. Well-developed customer service skills. Excellent oral & written communication skills. Strong problem-solving skills. Experience in transactional / financial industry "back-end operations" Resourceful Financial Manager adept at supporting high growth technology and service organizations. Skilled in aligning people, processes and technology to achieve continuous improvement in operational processes. Well-versed in providing analytics with insight and influencing decisions that support growth and development.
Overview
12
12
years of professional experience
Work History
Client Service Representative
Principal Financial Group
03.2024 - Current
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Enhanced client satisfaction by addressing inquiries and resolving issues promptly.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Investigated and resolved customer inquiries and complaints quickly.
- Participated in ongoing training sessions to stay current on industry trends and best practices.
Financial Services Consultant
TIAA
07.2023 - 10.2023
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Processed customer service orders promptly to increase customer satisfaction.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Promoted available products and services to customers during service, account management, and order calls.
SMB Billing Representative
Spectrum
11.2022 - 07.2023
- Reviewed and solved account and billing discrepancies.
- Coordinated with intermediate parties to obtain payments and resolve issues.
- Handled high volume of in-bound calls pertaining to reconciliation of delinquent accounts.
- Responded to customer concerns and questions on daily basis.
- Executed billing tasks and recorded information in company databases.
- Handled account payments and provided information regarding outstanding balances.
Institutional Services Manager
LPL Financial Services
01.2014 - 04.2021
- Effectively supervised staff of 10 -12 personnel by implementing company policies, protocols, work rules and disciplinary action.
- Preformed monitoring and captured daily statistical data to identify areas of improvement
- Partner directly with Financial Institutions to address complex, and multi-concern issues
- Assume ownership of inquiries from internal partners and see them through timely resolution
- Communicate with internal departments to ensure clients' expectations for timely service delivery
- Directed training and retraining of employees to boost performance and enhance business results.
- Drive customer experience to elevated levels of satisfaction by adhering to corporate value
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Provided primary customer support to internal and external customers.
Education
Bachelor of Science - Business Administration, Marketing
Fayetteville State University
Fayetteville, NC12.2006
Skills
- FINRA Series 6, 63, 99 and, SIE
- Call Center Operations
- Operational Reporting
- Proactive and Focused
- Customer Service and Assistance
- Problem Anticipation and Resolution
- Business Relationship Management
- Customer Relationship Management
- Account Management
Timeline
Client Service Representative
Principal Financial Group
03.2024 - Current
Financial Services Consultant
TIAA
07.2023 - 10.2023
SMB Billing Representative
Spectrum
11.2022 - 07.2023
Institutional Services Manager
LPL Financial Services
01.2014 - 04.2021
Bachelor of Science - Business Administration, Marketing
Fayetteville State University
Similar Profiles
Sarah HockettSarah Hockett
Product Manager 1 at Principal Financial Group, Elevate by PrincipalProduct Manager 1 at Principal Financial Group, Elevate by Principal
Brett StewartBrett Stewart
Director of Engineering at Principal Financial Group IncDirector of Engineering at Principal Financial Group Inc
Kimberly J. BridgesKimberly J. Bridges
Assistant Director - Benefits at Principal Financial GroupAssistant Director - Benefits at Principal Financial Group
Megan BrightMegan Bright
Registered Wealth Management Client Associate at Merrill LynchRegistered Wealth Management Client Associate at Merrill Lynch
NYKOLIS ROLDANNYKOLIS ROLDAN
Host|Server|Bartender|Food Runner at 204 North Kitchen & CocktailsHost|Server|Bartender|Food Runner at 204 North Kitchen & Cocktails