Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kathryn Bergloff

West St. Paul,MN

Summary

Experienced Client Service Manager bringing over 20 years of quality performance in customer support roles. Accustomed to managing competing priorities with superior results. Can work efficiently and effectively on an individual basis and also as a team player with exceptional listening and critical thinking skills, Dedicated individual who has an ambition to succeed at any given opportunity.

Overview

13
13
years of professional experience

Work History

Client Service Manager/Office Manager

Ballast Advisors LLC
08.2013 - Current
  • First point of contact with clients
  • Managed calendars, client meetings and travel arrangements
  • Prepared client meeting presentations, created paperwork and forms required to open and maintain client accounts.
  • Manage client databases to accurately document client service actions, money movement requests, meeting notes and discussions.
  • Actively listened to clients, handled concerns quickly and escalated major issues to appropriate personnel. Followed client issues through to resolution.
  • Collaborated with upper management to improve customer service processes
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Conducted training and mentored team members to promote productivity and commitment to friendly service.
  • Managed office operations, equipment and supplies
  • Created customer support strategies to increase customer retention

Document Coordinator/Auditor

United Gear and Assembly
10.2010 - 05.2013
  • Managed ISO/TS audits processes
  • Managed all employee training requirements
  • Performed administrative assistant duties for upper management and customer service duties when needed.
  • Routed documents within document management system (DMS) and internal databases
  • Organized and maintained shared data folder for department
  • Carefully reviewed all documents and reports for completeness and accuracy
  • Scanned, filed and transmitted various documents and adhered to digital filing procedures
  • Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions
  • Maintained document archive and file server of approved documents and drawings to provide easy traceability and retrievability
  • Managed file archival and information retrievals
  • Assisted in continuous improvement activities while developing and maintaining resulting documents
  • Managed regulatory requirements and audit support needs by completing and submitting accurate paperwork
  • Promoted efficient document processing by maintaining orderly and clean control room

Education

Certification -

Dakota County Vocational Technical Institution
Rosemount, MN
11.1983

High School Diploma -

Simley High School
Inver Grove Heights, MN
06.1982

Skills

  • Report Generation
  • Customer Relations
  • Training and Mentoring
  • Research and Due Diligence
  • Schedule Management
  • Client Services
  • Account Management
  • Strong organization/time management skills
  • Strong leadership ability
  • Flexible
  • Ability to multi-task
  • Detailed-oriented
  • Ability to learn quickly and efficiently
  • ISO/TS Compliance Certified
  • Extensive knowledge of Microsoft Word and Excel

Timeline

Client Service Manager/Office Manager

Ballast Advisors LLC
08.2013 - Current

Document Coordinator/Auditor

United Gear and Assembly
10.2010 - 05.2013

Certification -

Dakota County Vocational Technical Institution

High School Diploma -

Simley High School

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Kathryn Bergloff