Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
2
2
years of professional experience
Work History
Register Client Service Associate
Stifel Nicolaus
08.2021 - Current
Communicated with clients regarding account services, statements, and balances.
Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
Used Microsoft Excel to prepare and submit database statistics, graphs and charts to accurately track financial movements.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Prepared performance reports for C-Suite executives on a monthly basis.
Managed top Executive's LinkedIn profile by portraying current up to date market news.