With a proven track record at Edward Jones, I excel in client retention and cross-functional coordination, enhancing service quality and efficiency. My expertise in Microsoft Excel and strong problem-solving abilities have consistently improved customer satisfaction scores, underscoring my commitment to excellence and professional growth.
Overview
12
12
years of professional experience
Work History
Service Specialist
Edward Jones
03.2019 - Current
Evaluated systems according to predetermined checklist and noted issues.
Achieved high levels of productivity by optimizing workload management methods and prioritizing tasks according to urgency.
Consistently met or exceeded performance metrics related to service quality, response time, and customer satisfaction scores.
Improved customer satisfaction by addressing and resolving service-related issues promptly and professionally.
Streamlined service processes for quicker response times, enhancing overall customer experience.
Mentored junior staff members on best practices regarding service excellence while modeling exemplary behavior at all times.
Handled escalated customer concerns with professionalism, resulting in improved relationships and repeat business.
Proactively identified opportunities for improvement within the service delivery process, implementing changes that led to tangible benefits for both customers and employees alike.
Collaborated with team members to develop new strategies for improving service quality and efficiency.
Acted as a liaison between customers and technicians, ensuring timely completion of tasks and optimal communication throughout the process.
Delivered exceptional customer service by promptly addressing inquiries and resolving issues.
Continuously adhered to strict regulations as well as detailed instructions, guidelines and specifications.
Service Specialist
PEG Staffing & Recruiting
03.2019 - 08.2019
Improved customer satisfaction by addressing and resolving service-related issues promptly and professionally.
Consistently met or exceeded performance metrics related to service quality, response time, and customer satisfaction scores.
Achieved high levels of productivity by optimizing workload management methods and prioritizing tasks according to urgency.
Cultivated strong relationships with clients through excellent communication skills and genuine concern for their needs, leading to increased client retention rates over time.
Streamlined service processes for quicker response times, enhancing overall customer experience.
Handled escalated customer concerns with professionalism, resulting in improved relationships and repeat business.
Proactively identified opportunities for improvement within the service delivery process, implementing changes that led to tangible benefits for both customers and employees alike.
Collaborated with team members to develop new strategies for improving service quality and efficiency.
Delivered exceptional customer service by promptly addressing inquiries and resolving issues.
Continuously adhered to strict regulations as well as detailed instructions, guidelines and specifications.
Broker
TD Ameritrade
10.2018 - 01.2019
Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
Conducted research to answer questions and handle issues using multiple systems and resources.
Recorded supporting documentation for phone calls and written correspondence.
Utilized advanced technology tools to streamline operations and improve efficiency within the brokerage team.
Reinforced ethical trading practices, ensuring all brokerage activities complied with legal standards and best practices.
Improved operational efficiency and client satisfaction, streamlining account management processes.
Studied for the SIE and Top Off exams. Was the second class in the United States to take the exams once the Series 7 was split into 2 tests.
Receptionist
Family Physicians of Madison County
12.2014 - 10.2018
Confirmed appointments, communicated with clients, and updated client records.
Answered phone promptly and directed incoming calls to correct offices.
Resolved customer problems and complaints.
Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
Handled sensitive information with discretion while maintaining strict confidentiality standards.
Managed multiple tasks and met time-sensitive deadlines.
Cultivated positive relationships with clients through professional demeanor and excellent interpersonal skills.
Cashier
Shop N' Save
03.2013 - 12.2014
Welcomed customers and helped determine their needs.
Worked flexible schedule and extra shifts to meet business needs.
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Exceeded productivity goals through consistent attention to detail and organization during busy shifts.
Assisted customers with returns, refunds and resolving transaction issues.
Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.