Nicolas Flores
Hanford,CA
Summary
Highly organized Client Service Representative with exceptional communication, problem-solving, and multitasking skills. Builds strong relationships with clients and delivers high-quality service. Takes a proactive approach to resolving customer issues and consistently exceeds expectations. Committed to providing exceptional support and ensuring client satisfaction.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Service Associate
-Newport
06.2021 - Current
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Provided training to new/existing members of team as opportunities arise.
- Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.)
- Consistently provided a high level of consultative proactive client service in a professional manner.
- Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus/Newport business and product offerings
- Educated clients regarding plan features, product capabilities or Ascensus functionality and process.
Office Administration/Dispatch
ACT services Inc.
01.2020 - Current
- Maintained office services by organizing operations and procedures
- Prepared payroll & controlled correspondence, designed filing systems
- Assigned and monitored clerical functions.
Barback/Expo/Busser/Host
Hotel Piccadilly (Mochelo) Restaurant
06.2019 - 04.2020
- Welcomed guests in a warm friendly manner
- Monitored restaurant activity to determine seating and dining flow
- Responded to guest inquiries and requests in a timely, friendly, and efficient manner
- Applied safe food handling and optimal cleaning strategies to protect customers and maintain proper sanitation
- Carried out food along with drinks.
Cart Attendant/Pro Shop Cashier
Kings Country Club
08.2016 - 08.2019
- Operated and maintained cleaning equipment and tools, including golf carts, golf balls, and golf clubs
- Maintained professionalism when dealing with members while also giving the best customer service
- Addressed any concerns or complaints quickly to improve services
- Handled cash and ran credit cards.
Cashier/ Golf Department
Dicks Sporting goods
10.2018 - 01.2019
- Assisted customers in the in-store check-out process
- Provided helpful information about products
- Operated cash registers
- Counted money consistently and accurately
- Made sales on golf equipment.
Education
Bachelor of Science Degree in Business Administration with an option in Finance (BS) -
California State University, Fresno
Associate in Science for Transfer (AS-T) -
College of Sequoia, Visalia
Skills
- Proficient in Microsoft Office
- Team Building
- Working Under pressure
- Time Management
- Great Customer Service
- Ability to adapt and quick leaning
- Salesforce knowledge
- Client Relationships
- Troubleshooting
- Professionalism and Etiquette
- Client Relations
- Customer Support
- Client Support
Awards
- SMIF Member (Fall 2019-Spring 2020)
- Dean’s List honoree (2015 fall semester, 2018 fall semester)
Relatedcourses
- Financial & Managerial Accounting
- Business Communication
- Investments
- Derivatives
- Retirement Planning
- Finance Policy & Strategy
- International Finance
Certification
- The American Society of Pension Professionals & Actuaries (ASPPA)
Timeline
Client Service Associate
-Newport
06.2021 - Current
Office Administration/Dispatch
ACT services Inc.
01.2020 - Current
Barback/Expo/Busser/Host
Hotel Piccadilly (Mochelo) Restaurant
06.2019 - 04.2020
Cashier/ Golf Department
Dicks Sporting goods
10.2018 - 01.2019
Cart Attendant/Pro Shop Cashier
Kings Country Club
08.2016 - 08.2019
Associate in Science for Transfer (AS-T) -
College of Sequoia, Visalia
Bachelor of Science Degree in Business Administration with an option in Finance (BS) -
California State University, Fresno
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