Morgan Kelley
Kissimmee,FL
Summary
Dynamic Client Service Professional with a proven track record at H&R Block, excelling in client relationship management and effective problem-solving. Enhanced customer retention through exceptional support and streamlined processes. Skilled in database management and compliance adherence, fostering trust and long-term partnerships with clients.
Overview
2026
2026
years of professional experience
Work History
Client Service Professional
H&r Block
2024 - Current
- Managed client inquiries through various communication channels, providing timely and effective solutions.
- Provided exceptional customer support, resulting in high retention rates and repeat business.
- Collaborated with team members to streamline processes, improving overall efficiency in client service delivery.
- Maintained client records using H&R Block software, ensuring data integrity and confidentiality.
- Built strong relationships with clients, leading to increased trust and long-term partnerships.
Intake Specialist
Flagler College
08.2021 - 12.2023
- Conducted initial assessments to determine student eligibility for programs and services.
- Coordinated intake processes, ensuring accuracy and compliance with institutional policies.
- Utilized database systems to maintain and update confidential student records efficiently.
- Communicated effectively with prospective students to provide information on available resources.
- Assisted in training new staff on intake protocols and software usage for improved service delivery.
Education
Master of Science - Industrial And Organizational Psychology
Southern New Hampshire University
Hooksett, NH12-2025
Bachelor of Arts - Psychology
Flagler College
Saint Augustine, FL12-2023
Skills
- Client relationships
- Client needs assessment
- Effective negotiation
- Compliance adherence
- Administrative tasks
- Brand representation
- Customer support
- Client relations
- Payment processing
- File management
Timeline
Intake Specialist
Flagler College
08.2021 - 12.2023
Client Service Professional
H&r Block
2024 - Current
Master of Science - Industrial And Organizational Psychology
Southern New Hampshire University
Bachelor of Arts - Psychology
Flagler College