Hailey Smith
Colorado Springs,CO
Summary
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
7
7
years of professional experience
Work History
College Savings Specialist
T Rowe Price
04.2023 - 02.2024
- Enhanced team productivity by streamlining processes and implementing time-saving strategies.
- Developed strong client relationships through consistent communication and attentive service.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Mentored junior team members, fostering professional growth through guidance on best practices in the industry.
Select Client Services Representative
T. Rowe Price
11.2022 - 04.2023
- Meets customer call guidelines for service levels, handle time and productivity.
- Updates account information to maintain customer records.
- Delivers exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Exhibits high energy and professionalism when dealing with clients and staff.
Retail Investment Services Representative
Ashton Carter
05.2022 - 11.2022
- Worked with clients to find optimal solutions for identified issues with accounts.
- Handled customer inquiries and suggestions courteously and professionally.
- Provided primary customer support to internal and external customers.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Contracted for T Rowe Price
Retail Sales Associate
Hallmark Gold Crown
05.2021 - 04.2022
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Greeted customers and helped with product questions, selections, and purchases.
- Managed efficient cash register operations.
Online Shopper
HyVee Foods
03.2017 - 12.2020
- Managed online metrics and made recommendations for continued improvement and optimization.
- Provided superior and individualized customer service.
- Responded to internet inquiries and phone calls in timely matter.
Education
Associate of Applied Science - Business Administration-Management
Kirkwood Community College
Cedar Rapids, IA12.2021
High School Diploma -
College Community School District
Cedar Rapids05.2019
Skills
- Microsoft Office
- Trained in Salesforce
- Process Transactions
- Compliance
- Customer Inquiries
Accomplishments
- SIE- February 2023
- Human Recourses Certification- December 2021
Timeline
College Savings Specialist
T Rowe Price
04.2023 - 02.2024
Select Client Services Representative
T. Rowe Price
11.2022 - 04.2023
Retail Investment Services Representative
Ashton Carter
05.2022 - 11.2022
Retail Sales Associate
Hallmark Gold Crown
05.2021 - 04.2022
Online Shopper
HyVee Foods
03.2017 - 12.2020
Associate of Applied Science - Business Administration-Management
Kirkwood Community College
High School Diploma -
College Community School District
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