Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
Licenses & Certifications
Generic

GABRIELLE CARDILLO

Levittown,NY

Summary

Professional Client Service Specialist with robust experience in client relations and problem-solving. Strong focus on team collaboration and achieving results, adapting fluidly to changing needs. Expertise in communication, conflict resolution, and building lasting client relationships. Known for adaptability and teamwork, driving successful outcomes in fast-paced setting.


Overview

8
8
years of professional experience

Work History

Client Service Specialist

Ameriprise Financial
03.2024 - Current
  • Delivered exceptional client service by addressing inquiries and resolving issues promptly.
  • Collaborated with financial advisors to ensure accurate implementation of client investment strategies.
  • Managed client accounts by maintaining up-to-date information and documentation in CRM system.
  • Managed client accounts with attention to detail, ensuring accurate billing and recordkeeping.

Administrative Assistant

Ameriprise Financial
07.2022 - 03.2024
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Created and maintained databases to track and record customer data.
  • Scheduled office meetings and client appointments for staff teams.

Manager

Smashburger
07.2017 - 05.2022
  • Trained and mentored new employees to maximize team performance.
  • Kept employees operating productively and working on task to meet business and customer needs.
  • Learned many leadership skills and how to operate shifts and staffing when necessary.
  • Trained new employees in specific job requirements.
  • Managed and motivated employees to be productive and engaged in work.

Education

Bachelor of Science - Applied Mathematics

Farmingdale State College
Melville, NY
12.2022

Skills

  • Staff Management
  • Team Leadership
  • Training and Development
  • Strategic Planning
  • Supervision
  • Problem resolution
  • Scheduling and calendar management
  • Customer Service
  • Data Entry
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word

Websites

Accomplishments

  • Won Sportsmanship of the year while on Farmingdale State Women's Soccer Team in 2019.
  • Finance Chairperson for Sigma Delta Tau in 2020 for Farmingdale State College.
  • Developed and implemented client task tracking, which resulted in increased company efficiency and productivity.
  • Communicated with clients through phone, fax, email and in person to schedule appointments and answer inquiries.

Timeline

Client Service Specialist

Ameriprise Financial
03.2024 - Current

Administrative Assistant

Ameriprise Financial
07.2022 - 03.2024

Manager

Smashburger
07.2017 - 05.2022

Bachelor of Science - Applied Mathematics

Farmingdale State College

Licenses & Certifications

FINRA Securities Industry Essentials (SIE) - Passed 2023

FINRA General Securities Representative Qualification Examination, Series 7 - Passed 2024

NASAA Uniform Combined State Law Examination, Series 66 - Passed 2025

Life, Accident, and Health Insurance Agent/Broker Examination - Passed 2025

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