Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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Lisbeth Clark

Summary

Effective Client Support Specialist known for having great organizational skills. Gifted at working with clients with all types of personalities. Looking for a new position with an organization in the Medical Insurance sector.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Client Support Specialist

Emoney Advisor
01.2022 - Current
  • Answers a large volume of service calls, chats, or emails of increasing complexity regarding eMoney applications within a call center environment
  • Assists advisors with complex financial planning scenarios within the eMoney platform
  • Provides technical and planning product support to advisors
  • Keep abreast of new features and functionality on all production sites of eMoney
  • Keep abreast of financial planning industry laws and trends
  • Meet personal and team quantitative and qualitative targets
  • Log all appropriate details of interactions in a comprehensible way
  • Attend all trainings and completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and procedures
  • Act as a subject matter expert for a major area of the eMoney application and for new features and enhancements that are released
  • Provide training and expertise to Client Support team member and cross functional teams as needed
  • Maintain high levels of call quality and professionalism.

Support Specialist

Merrill Edge
01.2016 - 01.2022
  • Support the financial advisors through client onboarding and maintenance of client's financial portfolios
  • Working with other teams across the company to ensure that clients expectations are fulfilled
  • 100% quality scores since joining team
  • Successful in an ever-changing environment.

Preferred Relationship Specialist

Bank of America
01.2014 - 01.2016
  • Make clients financial lives better by effectively offering the breadth of services Bank of America offers to maximize their relationships based on their current and future needs
  • Accurately and efficiently transact service requests and provide fulfillment of banking services and products
  • Identify and address cross-sell opportunities and ensure appropriate levels of service are received by customers
  • Pro-actively build relationships with potential and existing clients to meet business objectives
  • Leverage effective partnerships with internal business partners including Small Business Bankers, Mortgage Loan Officers, Financial Advisors, and Merrill Edge Advisory Center.

Retention Account Representative

Cox Communication
04.2002 - 08.2014
  • Retain clients who intend to cancel service
  • Won Presidents circle in 2012 - Was part of the highest 5% of the agents in the country
  • 100% customer satisfaction
  • 100% quality scores
  • Sales and marketing analysis to ensure brands being presented are representing the current pulse in their respective industry.

Education

Skills

  • Two years of experience with Bank of America in Preferred Sales and promoted to Merrill Edge
  • Peer coach for with proven success
  • Team Quality Champion
  • Team Lead
  • Client satisfaction
  • Promote values
  • Highly motivated self-starter
  • Believe in servicing and selling to my clients with the highest integrity
  • Meeting and exceeding sales goals
  • Sales team evaluations
  • Salesforce Software

Accomplishments

  • January 2016 to Present - Perfect top tier customer satisfaction scores and 100% quality audits
  • December - current Lead projects such as sales contest that have shown 7% sales increase over prior year performance
  • January 2014 - Since arriving on the team I have become the "go to" person for escalations when management is not available.
  • August 2015 became team quality champion
  • October 2016 - Became an official coach for new hire associates in PCS - I was rewarded with the opportunity to coach new hires to success. My track record with new hires has been highly successful. I have numerous associates come out to the floor with immediate success.

Certification

  • Accident Health Insurance
  • Life Insurance

Timeline

Client Support Specialist

Emoney Advisor
01.2022 - Current

Support Specialist

Merrill Edge
01.2016 - 01.2022

Preferred Relationship Specialist

Bank of America
01.2014 - 01.2016

Retention Account Representative

Cox Communication
04.2002 - 08.2014

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Lisbeth Clark