JONATHAN POPLAWSKI
MIDDLETOWN
Summary
Client service professional with proven track record in fostering client relationships and providing top-tier support. Notable for consistently improving client satisfaction through effective problem-solving and proactive communication. Highly collaborative, adaptable to changing demands, and committed to achieving team goals. Skilled in client management, administrative tasks, and customer service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Service Associate
UBS Financial Services
01.2024 - Current
- Managed client inquiries, providing timely and accurate information to enhance customer satisfaction.
- Coordinated account management processes, ensuring seamless communication between clients and internal teams.
- Implemented strategies to improve service delivery, resulting in increased efficiency in handling client requests.
- Developed training materials for new hires, fostering a collaborative learning environment within the team.
Project Manager
E. Burbank Commercial Doors
09.2022 - 12.2023
- Key liaison between company owner and client base, help coordinate all project details and ensure quality control
- Learned a great deal about time management by balancing multiple projects and meeting tight deadlines
- Created project plans to fit stakeholder and customer needs and delivered within budget on desired outcomes
- Learned how to identify cost saving initiatives that positively impact business revenues from recent projects
- Developed a strong feel for client relationship management by delivering expected results on time with a focus on attention to detail
Data Analyst
Jersey Shore Podiatry
09.2021 - 06.2022
- Compiled client data and business statistics into reports to drive operating efficiency
- Streamlined billing and invoice data, prepared accounts receivable and expected revenue reports for controllers
- Established an effective system for record retention by creating a database to track daily correspondence
- Processed large amounts of data from providers utilizing MS Word and Excel
- Implemented a digital-filing solution that improved record management and customer follow-up processes
Education
Bachelor of Arts - Economics
Montclair State University – Feliciano School of Business
Clifton, NJ12.2023
Associates of Science - Business Administration
Brookdale Community College
Lincroft, NJ05.2021
Skills
- Strong interpersonal communication skills
- Exceptional proficiency with Microsoft Office Suite
- Organized and adept at meeting tight deadlines
- Proficient in R
- Strategic Planning
- Data Management
- Confident Public Speaker
- Fast learner with a positive attitude
- Issue resolution
- Empathy and patience
Accomplishments
- Brookdale Community College - Collegiate Athlete
Certification
Finra SIE
Timeline
Client Service Associate
UBS Financial Services
01.2024 - Current
Project Manager
E. Burbank Commercial Doors
09.2022 - 12.2023
Data Analyst
Jersey Shore Podiatry
09.2021 - 06.2022
Bachelor of Arts - Economics
Montclair State University – Feliciano School of Business
Associates of Science - Business Administration
Brookdale Community College