JOSEPH POLING
Mesa,Az
Summary
Dedicated Client Service Associate with a proven track record of delivering results. Advanced skills acquired through training and hands-on experience. Trusted resource for cultivating client relationships and supporting advisors in business management and expansion. Excels in adapting to dynamic business and technology landscapes, ensuring smooth transitions and maximizing performance.
Overview
7
7
years of professional experience
Work History
Client Service Associate
Merrill Lynch Wealth Management
07.2024 - Current
- Collaboration with multiple departments to achieve a common goal
- Responded proactively and positively to rapid change.
- Participated in training programs to stay current on industry trends and enhance skills necessary for successful client interactions.
- Actively participated in team meetings and initiatives focused on continuous improvement across various areas of the business.
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Organized meetings between clients and financial advisors for regular updates on portfolio performance or strategy adjustments as needed.
Resolutions Manager
The Home Depot
10.2019 - 07.2024
- Recovered $3mm with implementation of new loss prevention support team
- Directed team of customer service professionals, monitored work quality and motivated performance to meet strict targets
- Audited phone, email, chat and other customer interactions to enforce service standards
- Streamlined resolution processes for quicker response times and increased customer satisfaction.
- Collaborated with cross-functional teams to develop strategies for improving issue identification and resolution.
Sales Associate
Courtesy Chevrolet
10.2017 - 09.2019
- Maximized profit margins by effectively negotiating trade-in values and upselling additional services or products.
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
Education
High School -
Mountain Pointe High School
Ahwatukee, AZ05.2012
Associate in arts (A.A.) - Culinary
East Valley Institute of Technology
05.2012
Skills
- Client Relations
- Escalation Management
- Service Upselling
- Customer Education
- CRM Software
- Digital Adoption
- Microsoft Excel/PowerPoint
- Data entry proficiency
- Performance metrics analysis
- File Management
Timeline
Client Service Associate
Merrill Lynch Wealth Management
07.2024 - Current
Resolutions Manager
The Home Depot
10.2019 - 07.2024
Sales Associate
Courtesy Chevrolet
10.2017 - 09.2019
Associate in arts (A.A.) - Culinary
East Valley Institute of Technology
High School -
Mountain Pointe High School
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