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
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
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
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