Experienced providing years of quality performance in customer experience role.
Skilled in mentoring team members to deliver exceptional service and building team morale through effective communication and positive performance feedback.
Accustomed to defusing customer dissatisfaction and managing competing priorities with superior results.
Top-notch skills in oral and written communication, active listening and analytical problem-solving skills.
Overview
34
34
years of professional experience
Work History
Sr. Client Service Administrator
Fidelity Investments
05.2005 - 06.2021
Conducted training and mentored team members to promote productivity and commitment to friendly service.
Created customer support strategies to increase customer retention.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Investigated and resolved customer inquiries and complaints quickly.
Offered excellent operational management support and tailored recommendations to address needs.
Money-In/Money-Out Transaction Associate
Fidelity Investments
07.1999 - 05.2005
Worked varied hours to meet seasonal and business needs.
Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
Managed customer relations through communication and helpful interactions.
Trained and mentored junior staff on customer service strategies and techniques.
Participant Services Representative
Fidelity Investments
11.1996 - 07.1999
Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Exhibited high energy and professionalism when dealing with clients and staff.
Responded proactively and positively to rapid change.
Administrative Assistant
William R. Perrin
12.1995 - 11.1996
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Executed record filing system to improve document organization and management.
Scheduled office meetings and client appointments for staff teams.
Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
Created and maintained databases to track and record customer data.
Administrative Assistant/Inventory Control Specialist
Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)