Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
CustomerServiceRepresentative

Holly Mathews

Glendora,CA

Summary

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.

Overview

11
11
years of professional experience

Work History

Senior Gold Vendor Support Case Manager

AssetMark
03.2021 - 06.2023

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.

Senior New Business Vendor Support Case Manager

Assetmark
12.2019 - 03.2021
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Updated account information to maintain customer records.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Provided primary customer support to internal and external customers.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Delivered prompt service to prioritize customer needs.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.

Vendor Support Case Manager.

AssetMark
11.2018 - 12.2019
  • Completed various administrative tasks such as making phone calls, answering emails and inputting data into systems.
  • Maintained current knowledge of applicable procedures and compliance requirements to optimize effectiveness.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Responded to customer calls and emails to answer questions about products and services.
  • Provided training and support to new associates to help provide high-quality customer service.
  • Utilized internal software and tools to meet customer needs and resolved issues promptly.

New Business Case Manager

AssetMark
11.2018 - 11.2019
  • Answered constant flow of customer calls with minimal wait times.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Updated account information to maintain customer records.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Provided primary customer support to internal and external customers.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Transfer Specialist

Assetmark
01.2016 - 11.2018
  • Collaborated with various departments to complete assigned tasks.
  • Managed daily data entry and kept clerical information accurate and up-to-date.
  • Interacted with customers by phone, email, or in-person to provide information.
  • Prepared and edited documents to produce precise, accurate and professional communication.
  • Reviewed files, records and other documents to obtain information to respond to requests.
  • Processed incoming and outgoing mail and packages according to established procedures.
  • Prepared digital files, physical documents and work requests in compliance with company guidelines.
  • Maintained organized and efficient document flows by using excellent planning and multitasking skills.
  • Completed transmittal logs and stored in files for specified durations.
  • Carefully reviewed all documents and reports for completeness and accuracy.
  • Coordinated document exchange between departments, contractors, suppliers and customers.

Receiving Associate/Logistics Associate

Target
05.2012 - 12.2015
  • Unloaded pallets and deliveries and organized products in warehouse.
  • Conducted counts and audits of inventories to identify and resolve discrepancies in records.
  • Compared shipping orders and invoices against contents received to verify accuracy.
  • Monitored and managed stock levels of goods to verify availability of products.
  • Regularly reviewed invoices and double-checked orders.
  • Sorted and delivered materials to different work areas and staff.
  • Transported merchandise to sales floor and restocked shelves, racks and bins.
  • Answered customer questions regarding store merchandise, department information, and pricing.
  • Organized store merchandise racks and displays to promote and maintain visually appealing environments.
  • Greeted, serviced and thanked all customers.
  • Built end caps and aisle displays to highlight products and support latest promotions.
  • Created attractive displays to promote items.
  • Updated pricing and signage to complete product displays and educate customers.
  • Used pallet jacks to move and position merchandise.

Education

High School Diploma -

Glendora High School
Glendora, CA
05.1987

Skills

  • Customer Account Management
  • Microsoft Office
  • Efficient Data Entry
  • Workflow Processes
  • Internal Communications
  • Document Management and Storage
  • Updating Client Data
  • Verifying Data Accuracy
  • Client Information Databases
  • Data Entry Software

Accomplishments

    - Associate of the quarter award - Assetmark.

    - Hero Award - Assetmark.

    - FNRA Series 6 license

Timeline

Senior Gold Vendor Support Case Manager

AssetMark
03.2021 - 06.2023

Senior New Business Vendor Support Case Manager

Assetmark
12.2019 - 03.2021

Vendor Support Case Manager.

AssetMark
11.2018 - 12.2019

New Business Case Manager

AssetMark
11.2018 - 11.2019

Transfer Specialist

Assetmark
01.2016 - 11.2018

Receiving Associate/Logistics Associate

Target
05.2012 - 12.2015

High School Diploma -

Glendora High School
Holly Mathews