Work Preference
Professional Summary
Overview
Work History
Education
Skills
Timeline
Open To Work

Takeshia Reed

JP Morgan Integra
Charlotte,NC

Work Preference

Job Search Status:

Open to work

Desired start date:

2 weeks notice

Desired Job Title

Clerical AdministratorAssistant Client Service Manager

Work Type

Full TimePart Time

Location Preference

RemoteHybrid

Location:

Charlotte, NC

Open to relocation:

Yes
2022
years of professional experience

Dynamic professional with a proven track record at Principal Financial Group Inc, excelling in client relationship building and CRM software proficiency. Successfully enhanced client satisfaction through strategic initiatives and effective communication, while identifying upselling opportunities that contributed to customer retention. Adept at team development and fostering collaboration across departments.

Work History

Assistant Client Service Manager

Principal Financial Group Inc
  • Assisted in managing client accounts, ensuring timely resolution of inquiries and concerns.
  • Coordinated with cross-functional teams to streamline client onboarding processes.
  • Developed and maintained client relationship management systems for improved service delivery.
  • Supported senior management in executing strategic initiatives aimed at enhancing client satisfaction.
  • Monitored project timelines closely to ensure deliverables were met within established deadlines, leading to satisfied clients.
  • Fostered an open line of communication between clients and internal teams to facilitate smooth project execution.
  • Identified opportunities for upselling additional services based on deep understanding of client needs and business objectives.
  • Played a key role in resolving escalated client issues, maintaining professionalism and fostering positive outcomes.
  • Maintained extensive knowledge of industry trends and best practices to provide informed recommendations to clients as needed.

Clerical Administrator

10 Years 7 Months
JP Morgan Integra | 04.2011 - 11.2021
  • Managed daily administrative tasks to ensure smooth office operations.
  • Assisted in organizing and maintaining electronic and physical filing systems.
  • Prepared reports and documentation, ensuring accuracy and timely submission.
  • Streamlined communication between departments to enhance collaboration and efficiency.
  • Trained new team members on office procedures and software applications.
  • Collaborated with cross-functional teams to improve workflow processes and reduce delays.

Education

Associate of Business Administration - Business Administration And Management

CPCC Central Piedmont Community College | Charlotte, NC | 06.2007

Also Graduated from Kings College 2012, received certificate for being on the Deans list. Received a Diploma in Medical Administration/ CMA-Certified Medical Assistant

Skills

Sales support
CRM software proficiency
Client relationship building
Team development
Client relationships
Staff training
Customer retention

Timeline

Clerical Administrator

JP Morgan Integra
04.2011 - 11.2021Read More

Assistant Client Service Manager

Principal Financial Group Inc
Read More

CPCC Central Piedmont Community College

Associate of Business Administration from Business Administration And Management
Read More
Takeshia Reed