Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Familiar with handling Client accounts in fast-paced environments. Bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
Work History
Customer Accounts Associate
Raymond James And Associates
07.2011 - Current
Enhanced customer satisfaction by resolving account issues promptly and professionally.
Streamlined processes for improved efficiency and productivity.
Provided support to branches, addressing their unique needs and preferences.
Managed a high volume of inbound calls, maintaining composure under pressure and providing exceptional service.
Collaborated with internal teams to address customer concerns and deliver tailored solutions.
Established strong relationships, fostering trust and loyalty in the company''s services.
Trained new team members on company policies and procedures, contributing to a knowledgeable workforce.
Complied with industry regulations while managing sensitive customer information, ensuring privacy and security at all times.
Consistently met or exceeded performance metrics
Assisted with training and development of less experienced associates.
Answered emails, chats and telephone calls to respond to questions, provide details and resolve concerns.
Investigated and resolved inquiries and complaints quickly.
Delivered prompt service to prioritize client needs.
Met guidelines for service levels, handle time and productivity.
Sought ways to improve processes and services provided.