Dynamic and customer-focused Client Liaison with a proven track record at Return on Life Wealth Partners. Skilled in fostering strong client relationships and ensuring high levels of customer satisfaction through expert management of CRM software. Possess excellent interpersonal communication skills and a proactive approach to problem-solving. Ready to contribute to a client-focused environment while continuing to develop organizational and client service expertise.
Customer service
Client relations
Customer support
File management
Client support
Professional telephone demeanor
Customer support
Administrative support
CRM software usage
Microsoft Office 365 Suite (CRM)
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