Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
Clients Relationship Associate
Morgan Stanley, Wealth Management
11.2022 - Current
Managed client expectations with clear communication, leading to stronger relationships and trust building.
Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions.
Increased account retention through consistent communication and relationship-building efforts.
Collaborated with internal departments to resolve complex issues and provide customized support to clients.
Implemented best practices in customer service, contributing to an overall improvement in client satisfaction ratings.
Promoted available products and services to customers during service, account management, and order calls.
Maintained detailed records of all client interactions in CRM systems for easy access by other team members as needed.
Customer Service Representative
Zenith Bank
05.2008 - 04.2019
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Assisted customers in navigating company website and placing online orders, improving overall user experience.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Collaborated with team members to develop best practices for consistent customer service delivery.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
Updated account information to maintain customer records.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Provided primary customer support to internal and external customers.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Responded proactively and positively to rapid change.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Alternative Investments Operations Analyst at Morgan Stanley, Wealth Management DivisionAlternative Investments Operations Analyst at Morgan Stanley, Wealth Management Division
Senior Registered Client Service Associate at Morgan Stanley, Wealth ManagementSenior Registered Client Service Associate at Morgan Stanley, Wealth Management