Lisa Tokash
Elkton,MD
Summary
Driven professional, adept in CRM software and client relationship building. Skilled in scheduling, planning, and ensuring operational efficiency. Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
13
13
years of professional experience
Work History
Client Service Coordinator
Liberty Point Advisor
08.2023 - 06.2024
- Maintained detailed records of client interactions, enabling better tracking of account history.
- Educated clients about available resources, tools, and support options designed to help them maximize their benefits from our services.
- Responded to customer calls and emails to answer questions about products and services.
- Assisted advisor in all aspects of business operations.
- Assisted advisor in scheduling client meetings, meeting prep, follow up, planning, and any other tasks needed for after a meeting.
Advisors Assistant
Ameriprise Financial
02.2011 - 08.2023
- Managed client paperwork, ensuring accuracy and organization in all transactions.
- Scheduled office meetings and client appointments for staff teams.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Education
Bachelor of Science - Finance
Wilmington University
05.2013
Skills
- CRM software knowledge
- Scheduling and Planning
- Account Updates
- Client Support
- Follow-up skills
- File Management
- Outbound Calling
- Order Processing
- Computer Skills
- Client Relationship Building
- Strong Organization
- Account Management
Timeline
Client Service Coordinator
Liberty Point Advisor
08.2023 - 06.2024
Advisors Assistant
Ameriprise Financial
02.2011 - 08.2023
Bachelor of Science - Finance
Wilmington University