Roberta Naputi
San Diego,CA
Summary
Detail-oriented Client Service Representative with over 11 years in client management and customer relationship management. Expertise in optimizing appointment scheduling and maintaining accurate client records to drive satisfaction and operational efficiency. Detail-oriented client service representative skilled in managing client accounts and coordinating appointments. Focused on data accuracy and effective communication, contributing to streamlined operations and enhanced client experiences.
Overview
12
12
years of professional experience
Work History
Client Service Representative
The Law Offices of Mark Lewis & Associates
Huntington Beach, California
02.2014 - 09.2025
- Provided customer service support to clients in a timely and efficient manner.
- Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
- Proactively followed up with customers through calls and emails to resolve issues and enhance satisfaction.
- Built sustainable client relationships based on trust by applying excellent communication and interpersonal skills.
- Managed client records in case management software to ensure easy access and retrieval.
- Coordinated appointments between clients and attorneys to optimize schedules.
- Managed client accounts by providing accurate data entry services.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Collaborated with team members to improve service delivery processes and efficiency.
- Audited customer account information to identify discrepancies and implement effective solutions.
- Created detailed notes in customer profiles to keep track of conversations and requests.
- Collected deposits or payments and arranged for billing.
Education
High School Diploma -
Will C Crawford High School
San Diego06-1974
Skills
- Client management and relations
- Proactive follow-up
- Appointment scheduling
- Data entry accuracy
- Phone communication
- Written communication
- Communication techniques
- Trust building
- Account auditing
- CRM software proficiency
- Transaction processing
- Administrative support
- Order processing
- Provider relations
- Call center experience
- Complaint handling
- Money handling
- Retail store support
- Inbound call management
- Project management skills
- Order and refund processing
Additional Experience 1
- Retail Sales Clerk & Cashier
- Medical Clerk & Back Office Assistant
- 15 line Switchboard Operator
- Business Office Assistant
- Accounts Payable and Receivable Clerk
Additional Experience 2
- Customer Service Representative
- Order Fulfillment Clerk
- Returns Lead and Trainer
- Project Manager
- Legal Assistant and Client Service Representative
Timeline
Client Service Representative
The Law Offices of Mark Lewis & Associates
02.2014 - 09.2025
High School Diploma -
Will C Crawford High School