Highly organized client service representative with a proven track record of effective communication, problem-solving, and multitasking. Possessing strong relationship-building skills, dedicated to providing top-quality service to clients.
Hi, I’m
Kim Carroll
Client Service Coordinator
Panama City Beach,FL
Summary
Overview
10
years of professional experience
Work History
Ameriprise FinancialDenver, Colorado
Client Service Coordinator
1 2017 - 08.2024
Job overview
- Work for field financial advisor with Ameriprise Financial
- Created customer support strategies to increase customer retention.
- Managed approximately 15-30 clients every day with positive attitude and focus on customer satisfaction.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Maintained detailed records of client interactions, enabling better tracking of account history and facilitating continuity among team members handling same accounts.
- Adapted quickly to changes in company policies and procedures, ensuring continued adherence to best practices and compliance requirements.
- Managed multiple client accounts simultaneously, prioritizing tasks effectively to meet deadlines without compromising quality.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues efficiently.
- Developed strong relationships with clients through regular check-ins, fostering loyalty and trust.
- Input new clients into company system
- Process money movement, ACAT, wires, ACH transfers
- Submit LTC and life insurance applications
- Coordinate and schedule meetings
- Research and respond to Advisors requests in timely manner
- Consistently up to date on resources with ongoing training sessions quarterly.
KE-HE DistributionDenver, Colorado
Regional Sales Representative
1 2016 - 12.2016
Job overview
- Managed 20 stores in the Denver metropolitan area
- Communicate and collaborate with different managers in stores and other regional managers with the company
- Provided exceptional customer service by addressing inquiries and resolving any issues promptly.
- Implemented marketing strategies and techniques, increasing revenue, and customer satisfaction.
- Forged and nurtured impactful relationships with customers to cultivate loyalty.
- Evaluated inventory and delivery needs and optimized strategies to meet customer demands.
- Boosted brand awareness, implemented promotional campaigns, and employed sales tactics as part of territory development.
- Maintained routine communication with clients to assess overall satisfaction, resolve complaints, and promote new offerings.
- Resolved order issues efficiently and enhanced customer satisfaction ratings.
- Provided regular reports upper management regarding regional sales performance, market trends, and competitor activities to aid in informed decision-making processes.
- Resolved customer complaints promptly professionally thus preserving positive image reputation among our valued clientele bases while assuring them their concerns were taken seriously addressed accordingly.
Douglas County School DistrictParker, CO
Substitute Teacher
08.2010 - 12.2015
Job overview
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Enhanced classroom management by implementing positive reinforcement strategies and maintaining clear expectations for behavior.
- Kept students on-task with proactive behavior modification and positive reinforcement strategies.
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
- Increased student comprehension by utilizing differentiated instruction methods tailored to individual learning styles.
Education
Jones InternationalDenver, CO
Master of Education from Special Education
University Overview
Metropolitan State of DenverDenver, CO
Bachelor of Science from Business Administration And Management
University Overview
Minor: Business
Skills
Leadership
Exceptional communication and interpersonal skills
Strategic planning
Organization
Time management expertise
CRM software knowledge
Salesforce Experience
Collaborator
Technically proficient
Problem solving
Strong Organization
Timeline
Substitute Teacher
Douglas County School District
08.2010 - 12.2015
Client Service Coordinator
Ameriprise Financial
1 2017 - 08.2024
Regional Sales Representative
KE-HE Distribution
1 2016 - 12.2016
Jones International
Master of Education from Special Education
Metropolitan State of Denver
Bachelor of Science from Business Administration And Management