Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Providing timely, consultive and professional support, feedback and coaching to associates via Microsoft teams chat. Keep full and complete notes to update account. Assist with the processing and completion of New Accounts.
Performing client identification procedure reviews and approvals within an established service level agreements.
- Performing a thorough review of all items to ensure quality control.
- Actively assessing various situations and recognizing the need to assume ownership.
- Ability to deliver a challenging message in a positive professional manner while establishing emotional connections with internal and external clients.
-Ability to assess a variety of new account scenarios in order to minimize risk to organization.
- Monitoring and responding to emails in a timely manner
- Made appropriate referrals, monitored client services in appropriate time frames, sought supervisory guidance as required, documented services provided and completed departmental billing procedures.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Handled customer inquiries and suggestions courteously and professionally.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Associate of the quarter award - Assetmark.
- Hero Award - Assetmark.
- FNRA Series 6 license