Senetria Redfearn
Roanoke
Summary
Dynamic Financial Service Professional with a proven track record at LPL Financial Services, excelling in client engagement and data analysis. Enhanced operational efficiency by 15% through cross-functional collaboration and demonstrated exceptional problem-solving skills, resulting in increased client loyalty and satisfaction. Committed to delivering detail-oriented service and effective communication while working in an environment where I can contribute my leadership and development skills while continuing to grow and challenge myself.
Overview
19
19
years of professional experience
Work History
Financial Service Professional
LPL Financial Services
Fort Mill, SC
01.2022 - Current
- Served as the primary point of contact for Advisors and their Investors, effectively managing an average of 25-30 inbound communications daily, ensuring prompt and professional responses to enhance client satisfaction and retention.
- Executed comprehensive research across 5+ databases, delivering timely solutions that enhanced decision-making and resolved 100+ client inquiries.
- Collaborated with cross-functional teams, including compliance and product specialists, to streamline service delivery processes, resulting in improved operational efficiency and a 15% reduction in response time to client requests.
- Demonstrated strong problem-solving skills by proactively addressing client concerns, adapting strategies to meet the evolving needs of the financial services landscape, which contributed to a significant increase in positive client feedback and loyalty.
Customer Service Representative
Sprint
Charlotte, NC
01.2006 - 01.2022
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Designed and executed comprehensive training programs, equipping team members with the skills to handle complex inquiries, leading to a 35% increase in customer retention rates and enhanced service quality.
- Facilitated regular team meetings to share best practices and address challenges, promoting a collaborative environment that empowered staff to contribute ideas for service enhancements and operational efficiencies
Education
Bachelor of Arts - Business Administration
UNC Chapel Hill
Chapel Hill, NC05-2004
Skills
- Customer Relationship Management
- Sales and marketing
- Time management abilities
- Anti-money laundering
- Client Engagement Collaboration with Cross Functional Teams
- Customer Retention Strategies
- Data Analysis
- Detail-Oriented Service
- Effective Communication
- Punctual and dependable
Timeline
Financial Service Professional
LPL Financial Services
01.2022 - Current
Customer Service Representative
Sprint
01.2006 - 01.2022
Bachelor of Arts - Business Administration
UNC Chapel Hill