Kathryn Hawkins
Parker,CO
Summary
Resourceful Client Service Representative known for high productivity and efficient task completion. Specialize in client communication, problem resolution, and data management. Excel in active listening, empathy, and patience to enhance client satisfaction and loyalty. Navigate challenging situations with poise and professionalism, ensuring positive outcomes.
Overview
3
3
years of professional experience
Work History
Client Service Representative
Wilde Wealth Management Group
Scottsdale, AZ
02.2022 - 03.2024
- Kept detailed records of customer interactions or transactions, thoroughly recording details of inquiries.
- Coordinated action plans for clients with Financial Advisors after meetings.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Created workflows and action plans to reach client objectives.
- Applied strict company and regulatory standards when producing contracts and documentation.
Financial Representative
Nationwide Financial Services
Scottsdale, AZ
09.2020 - 12.2021
- Served public perticipants with all IRS permisssible actions such as withdrawls, roll overs, purchase of service credits, et.
- Educated participants on various plan parameters and financial options during routine calls.
- Coordinated research with various departments to resolve participant issues.
Education
Bachelor of Science - Aviation Management
Metropolitan State University of Denver
Denver, CO12-2018
Skills
- Redtail CRM systems
- Salesforce
- Detail-oriented
- Customer relationships
- Follow-up skills
- Call center experience
Timeline
Client Service Representative
Wilde Wealth Management Group
02.2022 - 03.2024
Financial Representative
Nationwide Financial Services
09.2020 - 12.2021
Bachelor of Science - Aviation Management
Metropolitan State University of Denver
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