Contributed to product development by gathering valuable feedback from key clients regarding desired features or improvements.
Improved operational efficiency by streamlining processes for better client servicing and reporting accuracy.
Conducted regular performance reviews with key clients to ensure alignment of goals and continuous improvement in service delivery.
Negotiated contract renewals with a focus on retaining profitable business while maintaining healthy margins.
Managed a diverse portfolio of high-value clients, ensuring retention and loyalty through excellent service delivery.
Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Scheduled and attended meetings with clients and prospective clients as requested.
Strengthened long-term client relationships through regular communication, understanding their needs, and delivering tailored recommendations.
Client Service Representative
Robertson Ryan & Asdociates
Waukesha, WI
06.2006 - 04.2021
Handled sensitive client information with discretion, ensuring confidentiality at all times.
Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
Managed incoming calls, providing prompt and accurate information to clients about products and services.
Responded to customer calls and emails to answer questions about products and services.