Nina Haney
Philadelphia,PA
Summary
Professional client service specialist with strong expertise for 4+ years in delivering high-quality support. Demonstrates exceptional teamwork and adaptability, ensuring seamless collaboration and consistent achievement of goals. Skilled in managing client relationships, resolving issues efficiently, and maintaining high standards of service. Known for reliability, flexibility with changing needs, and results-driven approach.
Overview
3
3
years of professional experience
Work History
Senior Client Service Associate
Ascensus LLC
10.2023 - Current
- Collaborated with 401(k) Plan Sponsors and Administrators to ensure the legal and optimal operation of their plans
- Resolved client and internal department tasks on multiple CRM and Workflow systems such as Salesforce, Chorus, Impact
- Assisted brokers and advisors with servicing clients by preparing financial reports and completing trades and transactions.
Senior Participant Service Associate
Ascensus LLC
10.2022 - 10.2023
- Facilitated training classes to newly hired associates and transitioned them to taking live calls
- Handled high-volume calls, effectively addressing customer needs while maintaining professionalism.
- Mentored junior associates in best practices for servicing clients effectively, enhancing team performance overall.
Participant Service Associate
Ascensus LLC
07.2021 - 10.2022
- Maintained accurate records of customer interactions, ensuring consistency in service delivery.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Education
Associate of Arts - Accounting And Business Management
Community College of Philadelphia
Philadelphia, PA07.2021
Skills
- Effective problem solving
- Time management
- Multitasking
- Adaptability and flexibility
- All G Suite Products (Gmail, Google Docs, Sheets)
- All Microsoft Office Products (Excel, Word, Outlook)
Timeline
Senior Client Service Associate
Ascensus LLC
10.2023 - Current
Senior Participant Service Associate
Ascensus LLC
10.2022 - 10.2023
Participant Service Associate
Ascensus LLC
07.2021 - 10.2022
Associate of Arts - Accounting And Business Management
Community College of Philadelphia
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