JULIANA DA COSTA
APPLETON,WI
Summary
Professional with a strong background in client services. Excel at building and maintaining relationships to drive client satisfaction and business success. Reliable team player focused on collaboration, adaptability, and achieving measurable results. Skills in conflict resolution, project management, and strategic planning. Consistently deliver high-quality outcomes. Effective communication, problem-solving abilities, and proactive approach to evolving client needs make me known for providing best-in-class service. Extensive experience in building and maintaining client relationships and utilizing strategic thinking to enhance client satisfaction and operational efficiency. Proven track record of leading teams to deliver seamless service and effectively resolve complex issues.
Overview
12
12
years of professional experience
Work History
Client Service Manager
Annex Wealth Management
10.2022 - Current
- Enhanced client satisfaction by addressing concerns and providing timely solutions.
- Managed multiple projects simultaneously, ensuring timely completion and high-quality outcomes.
- Developed customized service plans tailored to individual client needs, resulting in increased retention rates.
- Implemented key performance indicators to monitor team performance, driving continuous improvement initiatives.
- Managed cash flow effectively through vigilant monitoring of incoming revenue streams and outgoing payments schedules.
- Collaborated with cross-functional teams to optimize resource allocation, resulting in increased profitability.
- Supported financial director with special projects and additional job duties.
- Developed strategic plans for day-to-day financial operations.
Title Clerk
Bergstrom Automotive
07.2020 - 10.2022
- Managed high-volume workload while maintaining strict attention to detail in verifying ownership documents and registration forms.
- Communicated with customers to resolve common title issues.
- Expedited the title transfer process, closely monitoring timelines and proactively addressing any potential delays.
- Coordinated efforts between sales staff, finance managers, and DMV offices to provide clients with prompt service regarding their vehicle titles.
- Calculated and remitted state sales tax, service, and other charges.
- Maintained compliance with state regulations by staying up-to-date on changes in laws pertaining to titles and registrations.
- Streamlined title processing by efficiently managing documentation and maintaining accurate records.
Marketing Concierge
Westin Nanea
05.2017 - 03.2019
- Streamlined communication processes, resulting in improved efficiency and more timely responses to customer inquiries.
- Provided support during product launches, ensuring smooth implementation across all marketing channels and platforms.
- Managed email marketing campaigns, driving higher open rates and click-throughs with carefully crafted messaging and design elements.
- Conducted market research to identify target audiences and tailor marketing efforts accordingly.
- Developed strong relationships with local businesses, securing exclusive promotional offers for clients.
- Collaborated with cross-functional teams to develop and implement market research strategies.
- Created and distributed surveys for data collection and analysis.
Account Executive
Commonwealth Foreign Exchange
09.2015 - 01.2016
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Developed detailed reports analyzing account performance data, providing valuable insights for future strategy adjustments or improvements.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
- Participated actively in networking events and trade shows, representing the company professionally and expanding its reach within target markets.
- Negotiated favorable terms in high-stake contracts, ensuring profitability and long-term partnership viability.
Customer Service Consultant
Burberry, Americas
10.2013 - 08.2015
- Gained in-depth understanding of company products, systems and policies to give customers expert support.
- Managed customer escalations to senior staff or management when necessary, ensuring the appropriate level of attention was provided for a resolution.
- Handled high call volumes while maintaining a courteous and professional demeanor.
- Developed strong relationships with clients by consistently exceeding expectations in handling requests or concerns.
- Engaged customers in conversation to uncover needs with probing questions and overcome objections using persuasive techniques.
- Utilized CRM software to accurately track customer interactions, enabling quick access to relevant information during future calls.
- Maintained detailed client records that documented style preferences, measurements, and purchase histories to ensure a personalized experience during each consultation.
- Assisted customers in selecting appropriate accessories like jewelry or handbags that complement their outfits while staying true to their unique style persona.
Education
Master of Science - Finance
Southern New Hampshire University
09-2026
Bachelor of Science - Business Administration And Management
Southern New Hampshire University
11-2023
Bachelor of Science - International Business
Ramapo College of New Jersey
01-2010
Skills
- Training and development
- Client account management
- Proficient in financial analysis
- Regular account updates
- Customer experience optimization
- Developing client trust
- Strong organizational scheduling skills
- Effective client problem-solving
- Thorough analysis and evaluation
Affiliations
- The National Society of Leadership and Success
Languages
Portuguese
Native or Bilingual
Spanish
Professional Working
Italian
Professional Working
Timeline
Client Service Manager
Annex Wealth Management
10.2022 - Current
Title Clerk
Bergstrom Automotive
07.2020 - 10.2022
Marketing Concierge
Westin Nanea
05.2017 - 03.2019
Account Executive
Commonwealth Foreign Exchange
09.2015 - 01.2016
Customer Service Consultant
Burberry, Americas
10.2013 - 08.2015
Bachelor of Science - Business Administration And Management
Southern New Hampshire University
Bachelor of Science - International Business
Ramapo College of New Jersey
Master of Science - Finance
Southern New Hampshire University
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