Summary
Overview
Work History
Education
Skills
Timeline
CustomerServiceRepresentative
Rosemary Ballance

Rosemary Ballance

Lawrenceville,GA

Summary

Proven Client Service Representative with a track record of enhancing client satisfaction at Strategic Wealth Designers. Expert in CRM software and exceptional at teamwork and collaboration, consistently exceeding performance metrics. Skilled in maintaining confidentiality and delivering superior customer support, I thrive in high-pressure environments, driving client relationship success.

Overview

24
24
years of professional experience

Work History

Client Service Representative

Strategic Wealth Designers
01.2022 - Current
  • Handled sensitive client information with discretion, ensuring confidentiality at all times.
  • Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
  • Managed incoming calls, providing prompt and accurate information to clients about products and services.
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Maintained detailed records of client interactions, allowing for better understanding of needs and preferences for future engagements.
  • Developed strong relationships with clients through proactive outreach and regular check-ins on progress and satisfaction.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Maintained up-to-date knowledge of product and service changes.
  • Followed up with customers about resolved issues to maintain high standards of customer service.

Client Service Representative

Georgia Wealth Advisors
10.2015 - 01.2022
  • Handled sensitive client information with discretion, ensuring confidentiality at all times.
  • Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
  • Managed incoming calls, providing prompt and accurate information to clients about products and services.
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Developed strong relationships with clients through proactive outreach and regular check-ins on progress and satisfaction.
  • Maintained detailed records of client interactions, allowing for better understanding of needs and preferences for future engagements.
  • Enhanced client satisfaction by addressing inquiries and resolving issues promptly.
  • Participated in regular meetings with management to discuss performance goals, strategies for improvement, and ongoing challenges faced by the team.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Assisted clients with navigating online platforms and tools, enhancing their overall experience with the company''s resources.
  • Consistently met or exceeded performance metrics while juggling multiple tasks effectively under tight deadlines.
  • Investigated and resolved customer inquiries and complaints quickly.

Branch Office Administrator

Edward Jones
Saint Simons Island, Georgia
05.2001 - 09.2015
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Paid attention to detail while completing assignments.

Education

Associate of Science - Science

Abraham Baldwin Agricultural College
Tifton, GA
07-1985

High School Diploma -

Avondale High School
Avondale Estates, GA
05-1982

Skills

  • Customer support
  • Payment processing
  • Customer focus
  • Call center experience
  • Follow-up skills
  • Client relations
  • System documentation
  • Meeting deadlines
  • Client support
  • CRM software
  • Outbound calling
  • Teamwork and collaboration

Timeline

Client Service Representative

Strategic Wealth Designers
01.2022 - Current

Client Service Representative

Georgia Wealth Advisors
10.2015 - 01.2022

Branch Office Administrator

Edward Jones
05.2001 - 09.2015

Associate of Science - Science

Abraham Baldwin Agricultural College

High School Diploma -

Avondale High School

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Rosemary Ballance