Open To Work
Iris Israel
Southport Capital
Lawrenceville,GA
7
years of professional experience
I have a strong background in the Financial Services Industry stretching over 25+ years. Currently seeking full time employment for Customer Relations, Customer Service, Front Office, or Financial Administrative Assistant position. I have over 25 years of experience working in financial services as a Client Relationship Manager and Customer Service Relationships I enjoy interfacing with clients and customers to address their needs. One on One personal Customer Service is a priority with me. My personal hobbies Include scuba diving, volunteer experience with GRRA Adoptions, Save the Horses Rescue and GPRA Rescue. I love working with and around animals Authorized to work in the US for any employer
Work History
Client Relationship Manager
- In the Atlanta Office, i worked to build and maintain the relationships with our account clients by addressing any questions, issues, problems and requests that they had with their financial accounts
- I worked to build trust and confidence between clients and their advisors, especially in market turbulent times
- In this position, you learn to Listen to your clients, Respond to their needs timely and efficiently, and Follow Up to insure satisfaction
- Over my time in this field, I not only built and maintained client relationships for my company for many years, but I also built friendships.
Senior Client Relationship Manager
6 Years 7 MonthsEducation
Diploma
High school diploma - Academics
GED
Skills
Microsoft Office (10+ years)
Office Administration (10+ years)
Financial Services (10+ years)
Microsoft Outlook (10+ years)
Management
Google Docs
Phone Etiquette
Office Management
Accounts Receivable
Typing
Microsoft Excel
Clerical Experience
Data Entry
Financial Report Writing
Computer Literacy
Computer Skills
Veterinary experience
Customer support
Communication skills
Customer service
Time management
Administrative experience
Sales
Microsoft Word
Assessments
Customer service fit — Proficient
March 2022
Measures the traits that are important for success for customer service roles
Full results: Proficient
Customer focus & orientation — Proficient
Responding to customer situations with sensitivity
Veterinary technician — Familiar
Providing medical care to animals in a veterinary setting
Full results: Familiar
Medical terminology — Familiar
Understanding and using medical terminology
Protecting patient privacy — Highly Proficient
Understanding privacy rules and regulations associated with patient records
Full results: Highly Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification
or continued
Development in any professional field.
Timeline
Senior Client Relationship Manager
Southport Capital
07.2015 - 02.2022Read More
GED
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Holy Cross Preparatory Academy
High school diploma from Academics
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Diploma
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Client Relationship Manager
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