Dedicated service specialist with a strong background and exceptional customer service and organizational skills. Analytical and level-headed in approaching service issues to identify needs, resolve problems, and maximize customer satisfaction.
Overview
8
8
years of professional experience
Work History
Service Specialist-Client Relations
Edward Jones Investments
Maryland Heights, MO
01.2017 - Current
Provide world-class customer service to clients, branch teams, and home office associates.
Handle general investment-related questions effectively.
Facilitate efficient handling of customer financial requests.
Assist in resolving customer complaints by utilizing problem-solving skills.
Pre-screen trade-related calls for the Order Services team.
Secure client accounts by locking access and setting fraud prevention alerts.
Complete all required training, continuous education, and development promptly.
Ensure all business and development plans are current.
Participate in team meetings regularly in order to share ideas or provide updates on progress towards goals.
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