Makyla Sergent
Client Services Specialist
Leander,TX
Summary
Client services professional transitioning into the legal field with experience in document preparation, client communication, and administrative support. Recognized for a deliberate communication style with a strong focus on clarity, accuracy, and effective client interactions. Experienced in managing detailed records, handling sensitive information, and maintaining accuracy and organization in structured environments. Brings a solutions-focused approach to communication and problem-solving, with a consistent emphasis on professionalism, discretion, and attention to detail.
Overview
11
11
years of professional experience
Work History
Client Services Lead & Instructor
Pure Barre
Austin, TX
08.2023 - Current
- Served as primary day-to-day point of contact for studio operations, supporting clients and staff across all shifts to ensure smooth workflow and service continuity
- Managed front desk operations, including client intake, scheduling, and account management, while maintaining accuracy and organization in daily processes
- Maintained confidential client records, including billing and membership information, ensuring accuracy, discretion, and procedural consistency
- Communicated policies, services, and account details clearly to clients, supporting understanding, compliance, and a consistent client experience
- Resolved client concerns and account discrepancies with professionalism, while supporting client retention through relationship-building and individualized service guidance
- Supported operational continuity in the absence of management and collaborated with leadership on client experience initiatives and onboarding processes
Office Assistant
BMG Tax Experts
Cedar Park, TX
01.2025 - 11.2026
- Assisted tax professionals in the preparation and organization of client tax documentation
- Supported the tax return process by gathering, reviewing, and organizing client-provided information
- Coordinated with clients to collect required documentation and ensure completeness prior to review
- Reviewed client documents for accuracy and flagged missing or inconsistent information
- Provided administrative support throughout the tax preparation process in a high-volume environment
Client Services Representative
H & R Block Tax Services
Cedar Park, TX
01.2026 - 05.2026
- Managed high-volume client intake, scheduling, and front office operations during peak tax season
- Collected, verified, scanned, and uploaded sensitive financial and identification documents
- Maintained organized digital and physical filing systems for accurate recordkeeping
- Verified client identity and documentation in compliance with company policies
- Assisted tax professionals by preparing client files and tracking required documentation
- Communicated processes and deadlines clearly while resolving client concerns professionally
Household Manager
San Jose, CA
01.2021 - 07.2023
- Managed daily household operations for a three-person family unit, including scheduling, logistics, and coordination of competing responsibilities in a structured home environment
- Supported the care and development of the children through consistent routines, educational activities, and organized daily planning
- Maintained detailed financial tracking, including budgeting, expense monitoring, and preparation of monthly summaries and year-end records
- Developed strong organizational, documentation, and time-management skills while maintaining stability and continuity during the COVID-19 period
Leasing Consultant
WLS Interests, Inc.
San Jose, CA
11.2015 - 12.2020
- Generated and managed high-volume client inquiries through strategic outreach and consistent follow-up, supporting consistent occupancy growth
- Increased occupancy from 87% to 96% by guiding clients through application and leasing processes with clear, accurate, and compliant information
- Interpreted and explained lease agreements, policies, and contractual terms, ensuring client understanding and adherence to obligations
- Maintained and managed detailed client records and lease documentation, ensuring accuracy, organization, and procedural compliance
- Conducted market analysis and managed 30-50 service requests weekly, supporting pricing strategy, operational efficiency, and timely issue resolution
Education
Bachelor of Science - Organizational & Strategic Communication
University of Colorado At Colorado Springs
Colorado Springs, CO05-2015
Skills
- Client intake, relations, and case coordination
- Document preparation, review, and organization
- Data entry, records management, and file maintenance
- Confidential information handling and procedural compliance
- Issue resolution, communication, and conflict management
- Financial tracking, budgeting, and administrative coordination
- Scheduling, workflow support, and operational organization
- High-volume administrative support in fast-paced environments
- Software: Microsoft Office Suite SharePoint Office365
Timeline
Client Services Representative
H & R Block Tax Services
01.2026 - 05.2026
Office Assistant
BMG Tax Experts
01.2025 - 11.2026
Client Services Lead & Instructor
Pure Barre
08.2023 - Current
Household Manager
01.2021 - 07.2023
Leasing Consultant
WLS Interests, Inc.
11.2015 - 12.2020
Bachelor of Science - Organizational & Strategic Communication
University of Colorado At Colorado Springs