Lynne Tobey
Dayton
Summary
Dynamic Client Service Specialist at Cardinal Pointe and Financial Group, a private wealth advisory practice of Ameriprise Financial recognized for enhancing customer loyalty and resolving complex issues efficiently. Leveraging strong problem-solving abilities and exceptional communication skills, I consistently exceed goals while fostering collaboration across teams. My attention to detail and commitment to service delivery drive client satisfaction and operational excellence.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Client Services Specialist
Cardenal Point Finical Group
Dayton
01.2017 - Current
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
- Developed strong relationships with clients by providing excellent customer service and support.
- Promoted client satisfaction by working with operational teams in proper resolution of service issues.
- Promoted available products and services to customers during service, account management and order calls.
- Provided exceptional customer service to clients, responding promptly and accurately to inquiries.
- Provided training to new members of the team on how to effectively handle customer inquiries.
- Led on- and off-site customer support teams across multiple time zones.
- Greeted incoming customers to provide immediate, friendly and knowledgeable support.
- Prevented key account losses by researching discrepancies and correcting problems.
- Maintained client relationships and listened to needs and pain points to provide strategic internal feedback.
- Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
- Contacted customers about potential service upgrades, new services and account changes.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
- Demonstrated strong organizational skills while managing multiple projects simultaneously.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Identified opportunities for process improvements related to client services activities.
- Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
- Maintained accurate records of all client interactions, including details of inquiries, complaints, and actions taken.
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
Client Services Associate
UBS Financial Services
Dayton
01.2016 - 01.2017
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Contacted customers about potential service upgrades, new services and account changes.
- Conferred with customers by telephone or in person to provide information about products or services and take orders.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Researched industry best practices related to client relations management.
- Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
- Identified potential opportunities to expand current services offered to customers.
- Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Exceeded established service goals while leveraging customer service, sales and employee management best practices.
Client Service Manager
Rinehart & Dayhoff-A Platinum Financial Advisory Practice of Ameriprise Financial
Miamisburg
05.2004 - 01.2014
- Increased customer loyalty through accurately addressing their concerns/needs.
- Successfully resolved customer issues on a daily basis.
- Ensuring more time for superiors to effectively concentrate on more complex matters.
- Improved communication efficiency as primary liaison between departments, clients and vendors.
- Consistently praised by management for the quality and attention to detail, exemplary customer service delivery and team-player attitude.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
Education
High school diploma -
Hartford High School
Hartford, VT01.1987
Skills
- Administrative Support
- Problem Resolution
- Knowledgeable in financial services
- Meets Deadlines
- Schedule Management
- Critical Thinking
- Meets/Exceeds Goals
- Self Starter
- Attention to detail
- Microsoft Office Skills
- Administrative Operations
- Staff Motivation
- Sales forces
- Strong organizational skills
- Active listening skills
- Seasoned in conflict resolution
- Sharp problem solver
- Courteous demeanor
- Energetic work attitude
- Customer service expert
- Large cash/check deposits expert
- Adaptive team player
- Team collaboration
- Project management
- Customer relationship management
- Issue resolution
- Service delivery
- Database management
- Client engagement
- Communication skills
- Detail orientation
- Time management
- Conflict resolution
- Feedback implementation
- Client onboarding
- Effective stakeholder communication
- Problem analysis
- Support case resolution
- Profit and loss management
- Business development
- Focused on customer satisfaction
- Excellent communication
- Cross-functional team leadership
- Teamwork
- Client services
- Problem-solving
- Active listening
- Multitasking
- Collaborate cross-functionally
- Positive attitude
- Regulatory compliance
- Complaint resolution
- Performance management
- Staff training
- Professional demeanor
- Analytical skills
- Marketing strategy
- MS office expert
- Relationship building
- Salesforce proficiency
- Problem resolution
- Deadline oriented
- Account authorizations
- Preventive Maintenance
- Project planning
- Professional and courteous
- Microsoft outlook, word, and Excel
- Training and coaching
- Employee coaching and mentoring
- Exceptional communication
- Schedule coordination
- Workflow management
- Information security
- Computer skills
- Time management abilities
- Training and mentoring
Accomplishments
- Continuing to support the financial advisors I support to the next level.
- Collaborated with the financial advisors to ensure smooth workflow and efficient organization operations.
- Accountable for many operations of a busy office, including being the first to address clients' needs for support.
- Ensured smooth operations by supporting executive team.
- Investigated and analyzed client issues to identify and resolve issues.
- Organized events and seminars.
Certification
- Willingness to obtain certification
Languages
English
Full Professional
Affiliations
Cardinal Pointe Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC
Volunteer Work
- Hospice of Dayton
- Dayton Foodbank
- House of Bread
Timeline
Client Services Specialist
Cardenal Point Finical Group
01.2017 - Current
Client Services Associate
UBS Financial Services
01.2016 - 01.2017
Client Service Manager
Rinehart & Dayhoff-A Platinum Financial Advisory Practice of Ameriprise Financial
05.2004 - 01.2014
High school diploma -
Hartford High School
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