Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.
Overview
19
19
years of professional experience
Work History
Client Service Associate
Ameriprise Financial
Farmington Hills, MI
04.2019 - Current
Provided superior customer service by responding promptly to client inquiries and requests.
Developed relationships with clients through regular contact, including phone calls and emails.
Processed new accounts quickly and efficiently while ensuring compliance with regulations.
Generated reports detailing the activities of each account, including trade history and portfolio performance.
Organized digital files containing sensitive client data in a secure manner for easy retrieval when needed.
Followed up with clients regarding open items or outstanding paperwork required for completion of transactions.
Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
Scheduled and confirmed appointments based on customer availability.
Managed and updated physical and digital client account information to keep records accurate and current.
Documented customer correspondence in CRM to track requests, problems and solutions.
Supported sales team members to drive growth and development.
Marketing Coordinator
World Asset Management
Detroit, MI
08.2005 - 01.2019
Coordinated with design teams to develop creative materials such as brochures, flyers, and advertisements.
Provided support in the planning, coordination, and execution of promotional campaigns.
Assisted in developing content for websites, blogs, and social media platforms.
Created reports summarizing performance results against established goals.
Updated databases with customer information collected from various sources.
Assisted in creating presentations for clients outlining proposed solutions.
Ensured compliance with all applicable laws when executing promotional activities.
Delivered administrative support services to improve marketing efforts.
Front End Lead
Bed Bath & Beyond
Sterling Heights, MI
04.2008 - 12.2014
Assigned and monitored daily tasks for the front-end team members.
Coached team members on coding standards and best practices.
Monitored cash drawers in checkouts to verify adequate cash supply.
Handled payment processing and provided customers with receipts and proper bills and change.
Delegated work to employees based on shift requirements, individual strengths and unique training.
Resolved customer problems by investigating issues, answering questions and building rapport.
Managed customer complaints and rectified issues to complete satisfaction.
Answered phones to respond to customer inquiries and transferred calls to appropriate staff members.
Emphasized customer service excellence through ongoing training of front-line team members to improve customer service ratings.
Welcomed large volume of guests and improved overall customer service.
Promoted store loyalty program to increase customer engagement and drive consistent sales.
Delegated work to 3-5 employees based on shift requirements, individual strengths and unique training.
Reviewed safety, health and sanitation processes throughout areas and enforced rules to promote security and safety.
Completed thorough opening, closing and shift change functions to maintain operational standards each day.
Delegated work to staff, setting priorities and goals.
Counted and balanced registers.
Used Point of Sale register system to complete transactions.
Education
Associate in Business Management - Business Management
Macomb Community College
Warren, MI
08-1995
Skills
Client rapport
Client Relationships
Client Retention Strategies
Strong interpersonal skills
Payment Processing
Customer Support
CRM Software
Client Support
Accomplishments
I've received multiple customer service/client service related awards in my current position - Ultimate Digital Excellence Award, Client Service Experience, WAVE Operations Award, and most recently nominated for the Chairman's Award.
About Me
I am a hard worker, who is organized and detail oriented. I have obtained a very of skills during my years of employment, most of which have dealt with providing excellent customer service in some form.
I have worked in retail, furniture, finance, marketing, and restaurant/catering.
My work ethic is strong and I am dependable and reliable.
Timeline
Client Service Associate
Ameriprise Financial
04.2019 - Current
Front End Lead
Bed Bath & Beyond
04.2008 - 12.2014
Marketing Coordinator
World Asset Management
08.2005 - 01.2019
Associate in Business Management - Business Management