Patricia Green
Albuquerque,NM
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
12
12
years of professional experience
1
1
Certification
1
1
Language
Work History
Client Service Administrator
Fidelity Investments
05.2022 - 06.2023
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Streamlined office processes for increased efficiency and better client service delivery.
- Managed a high volume of client accounts with accuracy and attention to detail.
- Improved client retention by building strong relationships through consistent communication and followups.
Health Savings Account Specialist II
Fidelity Investments
07.2020 - 05.2022
- Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
- Streamlined account management processes for increased efficiency and accuracy in financial reporting.
- Collaborated with sales team to upsell products and services, resulting in higher revenue generation.
- Developed customized financial solutions for clients, addressing their unique needs and concerns.
Customer Service Representative
Fidelity Investments
11.2018 - 07.2020
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
Learning Specialist/Peer Mentor
Sitel
04.2015 - 09.2018
- Enhanced student retention by implementing personalized learning strategies and tailored lesson plans.
- Increased collaboration among teachers by organizing professional development workshops and sharing best practices.
- Streamlined communication with parents through regular updates, fostering strong relationships and involvement in their child''s education.
- Reduced behavioral issues by establishing clear expectations and consistently enforcing classroom rules.
Assistance Queue Escalations Team Support
Sitel
06.2014 - 04.2015
- Enhanced team efficiency by streamlining communication and implementing effective collaboration tools.
- Provided comprehensive support for team members, resulting in improved performance and increased productivity.
- Assisted in project coordination, ensuring timely completion of tasks and successful project execution.
- Developed and maintained detailed documentation for team processes, contributing to more efficient operations.
Quality Analyst
Sitel
04.2013 - 04.2014
- Improved product quality by implementing rigorous testing procedures and adhering to industry standards.
- Identified process inefficiencies through meticulous data analysis, leading to streamlined operations and increased productivity.
- Enhanced customer satisfaction by addressing and resolving complaints in a timely manner, demonstrating commitment to exceptional service.
- Collaborated with cross-functional teams to develop and implement targeted solutions for identified quality issues, ensuring continuous improvement.
Customer Service Representative
Sitel
01.2011 - 04.2013
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
Associate of Applied Science - Paralegal Studies
Charter College
Anchorage, AKNo Degree - Travel And Tourism Management
The Travel Academy
Anchorage, AKSkills
- Scheduling Appointments
- Strong Organization
- Time Management Expertise
- Meeting Coordination
- File Management
- Exceptional Communication
- Customer service orientation
- Multitasking capabilities
Certification
I an currently working on earning my certifications from LinkedIn. I have successfully completed Optimizing Your Resume for Applicant Tracking Systems, Talent Sourcing, Diversity Recruiting, and Strategic Human Resources, Defining strategic HR. Obtaining certificates of completion for each course and about 13 more courses to complete. in Recruiting. Certification.
Quote
The hardest thing to learn in life is which bridge to cross and which to burn.
David Russell
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteOn-SiteImportant To Me
Work-life balanceCareer advancementWork from home optionPersonal development programs401k match4-day work weekTeam Building / Company RetreatsHealthcare benefitsStock Options / Equity / Profit SharingFlexible work hoursPaid time offCompany CulturePaid sick leaveTimeline
Client Service Administrator
Fidelity Investments
05.2022 - 06.2023
Health Savings Account Specialist II
Fidelity Investments
07.2020 - 05.2022
Customer Service Representative
Fidelity Investments
11.2018 - 07.2020
Learning Specialist/Peer Mentor
Sitel
04.2015 - 09.2018
Assistance Queue Escalations Team Support
Sitel
06.2014 - 04.2015
Quality Analyst
Sitel
04.2013 - 04.2014
Customer Service Representative
Sitel
01.2011 - 04.2013
Associate of Applied Science - Paralegal Studies
Charter College
No Degree - Travel And Tourism Management
The Travel Academy
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