Customer Service Representative with background in providing exceptional support and resolving customer inquiries. Skilled in communication, problem-solving, and maintaining positive relationships with customers. Demonstrated ability to improve customer satisfaction and loyalty through attentive service and effective issue resolution. Committed to enhancing team performance by sharing knowledge and best practices in customer service operations.
Overview
9
9
years of professional experience
Work History
Client Service Associate
Financial Impact Advisors
Fort Atkinson
07.2023 - 07.2025
Organized digital files containing sensitive client data in a secure manner for easy retrieval when needed.
Provided superior customer service by responding promptly to client inquiries and requests.
Developed relationships with clients through regular contact, including phone calls and emails.
Processed new accounts quickly and efficiently while ensuring compliance with regulations.
Performed periodic reviews of existing accounts to identify any discrepancies or changes that may be needed.
Collaborated with other departments to ensure client satisfaction.
Followed up with clients regarding open items or outstanding paperwork required for completion of transactions.
Monitored market activity daily to ensure timely execution of trades according to client instructions.
Resolved issues that arose during account transfers or other operations processes in a timely fashion.
Gathered information from clients for entry into computer database.
Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
Scheduled and confirmed appointments based on customer availability.
Greeted incoming customers to provide immediate, friendly and knowledgeable support.
Crew Team Member
Culvers
Janesville
06.2016 - 06.2021
Provided training and guidance to new team members.
Maintained cleanliness of store by sweeping, mopping, and dusting surfaces.