Erika Clark

Highly skilled and experienced Customer Service Representative/Case Manager with a proven track record of delivering exceptional customer service while effectively managing and resolving complex cases. Possessing strong communication and problem-solving abilities, excelling at building rapport with clients and finding innovative solutions to their inquiries and issues. With a keen attention to detail and a passion for helping others, committed to providing top-tier support and ensuring client satisfaction in every interaction. Reliable Customer Care Associate with strong background helping customers with diverse needs. Competent with telephone, email and chat inquiries. Calms individuals dealing with highly stressful situations. Balances scripted responses with personal expertise to quickly resolve inquiries.

• Conducted comprehensive assessments to identify client needs and developed care plans in collaboration with interdisciplinary team members to ensure holistic support
• Maintained accurate and detailed documentation of client progress, treatment interventions, and outcomes to ensure compliance with regulatory requirements and standards of care
• Collaborated with community resources, including housing agencies, financial assistance programs, and vocational training providers, to advocate for clients' needs and enhance their overall well-being.
• Implemented proactive measures to prevent fraudulent activities within the asset and wealth management (AWM) sector
• Conducted thorough investigations into suspicious transactions and client activities to identify potential fraud risks
• Utilized advanced data analysis tools to detect patterns and trends indicating fraudulent behavior
• Provided timely and professional assistance to customers through multiple communication channels, including email, phone, and chat.
• Resolved customer inquiries and technical issues in a courteous and efficient manner, ensuring high levels of customer satisfaction.
• Documented all customer interactions and solutions accurately in the CRM system for future reference and analysis.
• Efficiently and accurately inputted large volumes of data into company databases
• Conducted regular quality checks to ensure data integrity and resolve any discrepancies
• Developed and implemented improved data entry procedures to streamline processes and increase productivity
• Maintained excellent customer service by handling inquiries and resolving issues in a professional and courteous manner
• Responsible for accurately sorting and delivering mail on assigned route within specified timeframes