Robert Schofield
West Chester,PA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet individual and team goals.
Overview
1
1
year of professional experience
Work History
Client Services Representative
Vanguard
06.2022 - Current
- Utilize active listening skills to identify client needs and provide appropriate solutions.
- Help large volume of clients every day with a positive attitude and focus on client satisfaction
- Investigate and resolve client inquiries and complaints quickly
- Promptly and effectively come up with solutions to resolve elevated clients during apprenticeship
- Facilitate daily huddles
- Participate in a weekly problem solving team to lower costs and improve client experiences
- Participate in peer-to-peer coaching to improve services
- Consistently meet Key Performance Indicators
Education
Bachelor of Science - Marketing
West Chester University of Pennsylvania
West Chester, PA05.2022
Skills
- Maintain positive approach to learning new skills and concepts
- Time management, problem solving, multi-tasking, collaboration
- Microsoft Office, CRM, Dynamics, Crave
- Certified for Google Analytics and completes Excel program
- SIE, Series 7, Series 63
- Assisting clients with retirement accounts and small business accounts and facilitating transactions
Timeline
Client Services Representative
Vanguard
06.2022 - Current
Bachelor of Science - Marketing
West Chester University of Pennsylvania