Rachel Hawk
Lancaster,PA
Summary
Detail-oriented professional with extensive experience in client service and administrative support within financial and healthcare settings. Proven track record in enhancing customer satisfaction, managing detailed paperwork, and improving operational efficiency. Skilled in using CRM software like Salesforce and proficient in regulatory compliance and document management, ready to contribute to team success through hard work and a focus on quality service.
Overview
8
8
years of professional experience
Work History
Client Service Specialist
JFS Wealth Advisors
Lancaster, PA
03.2024 - 11.2024
- Work with the Financial Advisor and the client in obtaining the required documents based on the type of account(s) established.
- Execute a variety of client requests, enhancing operational efficiency, and client trust.
- Organize and assist in the maintenance of complete client accounts.
- Schedule and prepare for client meetings; enter and maintain client data in financial planning and portfolio analysis software, and prepare reports and other deliverables.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
Client Service Associate
Faithward Advisors, LLC
Lancaster, PA
02.2023 - 03.2024
- Work with the Financial Advisor and the client in obtaining the required documents based on the type of account(s) established.
- Perform operational or administrative functions for client-related requests (i.e., check requests, wiring funds, address changes, etc.).
- Organize and assist in the maintenance of complete client accounts
- Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
- Promoted client satisfaction by working with operational teams in proper resolution of service issues.
- Maintained accurate records of all client transactions and communications.
- Documented customer correspondence in CRM to track requests, problems, and solutions.
- Schedule and prepare for client meetings; enter and maintain client data in financial planning and portfolio analysis software, and prepare reports and other deliverables.
Customer Service Specialist
Roseville Pediatrics
Lancaster, PA
07.2022 - 02.2023
- Delivered warm and professional customer service, ensuring patient satisfaction.
- Handled emails, inbound, and outbound calls.
- Referrals for patients to specialists.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Processed patient co-pays, deductibles, and other payments, ensuring accurate financial records.
- Verified patient demographic information in order to ensure the accuracy of data entry.
Billing Specialist
T.W. Ponessa
Lancaster, PA
12.2021 - 07.2022
- Created daily reports indicating patient balances.
- Received claims from insurance companies and applied them to patient accounts.
- Answered calls from patients and staff regarding patient balances.
- Accurately input procedure codes, diagnosis codes and patient information into billing software to generate up-to-date invoices.
- Investigated incorrect billings and processed refunds as necessary.
- Reviewed medical records to ensure accuracy of billing information and patient data.
- Answered customer questions to maintain high satisfaction levels.
Customer Service Specialist
Roseville Pediatrics
Lancaster, PA
12.2018 - 06.2021
- Assisted customers with a warm, professional attitude.
- Schedule appointments.
- Handled emails, inbound, and outbound calls.
- Referrals for patients to specialists.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Processed patient co-pays, deductibles, and other payments, ensuring accurate financial records.
- Verified patient demographic information in order to ensure accuracy of data entry.
Teller
Members 1st FCU
Lancaster, PA
10.2016 - 11.2018
- Process standard teller transactions for customers, including servicing client accounts, accepting loan payments and Visa payments, and cashing checks.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Handling night deposits, correcting discrepancies.
- Verify cashier's checks.
- Compare signatures, photos, and IDs to verify customers.
- Cross-sell the bank's products.
- Perform the end-of-the-day checklist: change the date, print totals, send the vault summary to our back shop department, and audit the vault.
Education
Bachelors - Human Resources Management
Southern New Hampshire University
10-2024
Skills
- Customer service
- Epic
- Salesforce expertise
- Microsoft Outlook
- Attention to detail
- Administrative experience
- Organizational skills
- Patient care
- Time management
- Portfolio maintenance
- Paperwork processing
- Client onboarding
- Creative solutions
- Document management
- Regulatory compliance
Timeline
Client Service Specialist
JFS Wealth Advisors
03.2024 - 11.2024
Client Service Associate
Faithward Advisors, LLC
02.2023 - 03.2024
Customer Service Specialist
Roseville Pediatrics
07.2022 - 02.2023
Billing Specialist
T.W. Ponessa
12.2021 - 07.2022
Customer Service Specialist
Roseville Pediatrics
12.2018 - 06.2021
Teller
Members 1st FCU
10.2016 - 11.2018
Bachelors - Human Resources Management
Southern New Hampshire University
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