Kiara Edwards
Charlotte,NC
Summary
Seasoned professional with 6 years of customer-focused experience, seeking a Remote role. Excelled in financial advisement and retention, enhancing customer satisfaction and portfolio management. Proven track record in cross-selling, problem resolution, and handling confidential data.
Overview
7
7
years of professional experience
Work History
Financial Advisor
Bank of America
01.2023 - Current
- Provide comprehensive support services, including account management, operations, and technical assistance, ensuring client satisfaction and operational efficiency.
Retention Specialist
Spectrum
10.2020 - 12.2022
- Addressed customer inquiries and resolved complaints, ensuring satisfaction through effective communication, patience, and empathy.
Customer Service Representative
Chime Solutions
03.2018 - 09.2020
- Managed enrollment processes for various coverage plans, ensuring accurate registration and life status adjustments for participants.
Front Desk Receptionist
Mcgill Family Practice
04.2017 - 11.2018
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Scheduled, coordinated and confirmed appointments and meetings.
- Delivered outstanding first impressions by warmly greeting visitors upon arrival at the front desk.
- Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
- Collected room deposits, fees, and payments.
- Enhanced customer satisfaction by providing efficient and professional front desk services.
- Scheduled appointments accurately using reservation software, reducing conflicts or doublebookings.
- Handled sensitive customer information with confidentiality, adhering to company privacy guidelines.
- Developed strong working relationships with team members, fostering a positive work environment.
- Expedited check-in and check-out procedures for guests, ensuring seamless experiences during their visits.
- Resolved customer issues quickly and notified supervisor immediately when problems escalated.
- Completed all tasks in compliance with company policies and procedures.
- Maintained accurate records of visitor logs for security purposes and compliance with company policies.
- Organized and maintained files and records to ensure up-to-date documentation.
Education
High School Diploma -
Basix Knowledge Academy
Associates Degree - Medical Office Administration
Ultimate Medical College
05.2020
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Financial Advising
- Sales and Marketing
- Banking
Timeline
Financial Advisor
Bank of America
01.2023 - Current
Retention Specialist
Spectrum
10.2020 - 12.2022
Customer Service Representative
Chime Solutions
03.2018 - 09.2020
Front Desk Receptionist
Mcgill Family Practice
04.2017 - 11.2018
High School Diploma -
Basix Knowledge Academy
Associates Degree - Medical Office Administration
Ultimate Medical College
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