Account Service Professional experienced in ensuring client satisfaction and maintaining strong account relationships. Delivered positive outcomes through effective collaboration with team members and adaptability to changing client needs. Committed to driving team success and advancing organizational objectives with dedication and enthusiasm.
Work History
Account Service Representative
2 Years 6 Months
Retirement Clearinghouse | 04.2024 - Current
Coordinated retirement plan transactions while following compliance requirements and service procedures.
Resolved participant account inquiries regarding rollover eligibility, distributions, and service options.
Explained account status, processing steps, and required documentation to participants.
Updated account records, ensuring accurate maintenance of beneficiary and contact information.
Supported participant account transitions by verifying data and escalating complex issues appropriately.
Tier 2 Technical Support Specialist
6 Years 1 Month
Verizon Wireless | 07.2017 - 08.2023
Guided customers through SIM, activation, and connectivity troubleshooting for seamless service restoration.
Resolved escalated wireless service and device issues using CRM and ticketing systems.
Diagnosed network, voicemail, and account provisioning errors with accuracy and urgency.
Collaborated with tiered support teams to escalate complex technical cases and document resolutions.
Improved support efficiency by refining troubleshooting steps and knowledge base usage.
Reviewed account history and service details to identify root causes and prevent repeat issues.
Account Service Representative at Caterpillar (China) Financial Leasing Co., LtdAccount Service Representative at Caterpillar (China) Financial Leasing Co., Ltd