Client Service Processing Specialist
Sammons Financial Group
West Des Moines, Iowa
03/19/07 - Current
- Paid attention to detail while completing assignments.
- Provided accurate information about products or services to customers.
- Resolved customer issues by troubleshooting problems over the phone or via email.
- Maintained detailed records of customer interactions, transactions, comments and complaints.
- Provided customer service to clients by responding to inquiries and resolving complaints.
- Maintained client data accuracy in internal systems by monitoring account information and updating records as needed.
- Performed quality assurance checks on content delivered to clients to ensure accuracy of information provided.
- Worked closely with other departments to ensure timely resolution of escalated client issues.
- Participated in weekly team meetings to discuss performance metrics and areas for improvement.
- Analyzed customer data trends in order to identify potential areas of growth or improvement.
- Managed and updated physical and digital client account information to keep records accurate and current.
- Organized and detail-oriented with a strong work ethic.
- Skilled at working independently and collaboratively in a team environment.
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
