Tamara Dolt
Kansas City,MO
Summary
Proven expertise with exceptional customer service in financial services industry. Familiar with analyzing client issues, collaborating between parties and handling both routine and complex issues. Identifies and resolves concerns while maintaining and cultivating client relationship.
Overview
16
16
years of professional experience
Work History
Client Relations Administrator
Broadridge Financial
Kansas City, MO
08.2018 - Current
- Manage day-to-day client relationships for six financial services clients; clients' primary point of contact and SME for Broadridge products and services
- Cross sell additional products to clients, closing functional gaps in product verticals
- Prepare and conduct quarterly business reviews with clients, including QoQ/YoY metrics and trends
- Serve as liaison between client and technical teams for system issues and enhancements; perform UAT testing prior to production deployments
- Client relations team lead for new client conversions
Client Relations Supervisor
DST Systems Inc
KANSAS CITY, Missouri
06.2012 - 06.2014
- Developed and implemented client relations policies and procedures for new team
- Responsible for entire HR cycle for assigned team; sourced and recruited talent; trained, developed, and coached to increase productivity
- Served as escalation point for all critical issues
Client Relations Consultant
DST Systems Inc
KANSAS CITY, Missouri
01.2010 - 06.2012
- Managed client's quarterly 401(k) statement process; coordinating with different print vendors and service providers; often requiring weekend meetings with client and vendors to ensure on-time and accurate statement delivery
- Collaborated with IT teams, Level 1, project teams, and others to ensure high priority client issues were resolved in a timely manner; ran TSO and SQL queries to determine impacted populations
- Provided guidance and training to newer associates on how to handle escalated customer inquiries
Sr. Client Relations Specialist
DST Systems Inc
KANSAS CITY, Missouri
01.2008 - 01.2010
- Conducted regular meetings with client to review highest priority tickets
- Maintained ticket database to track progress on high priority items
- Served as primary point of contact and SME for client when working on issues with IT, project teams, development teams
Education
Bachelor of Science - Business Administration
University of Central Missouri
Warrensburg, MOSkills
- Top Tier Customer Service
- Team Collaboration with Troubleshooting and Resolution
- Work Planning and Prioritization
- Relationship Management
- Decision-Making
- Retirement Plan Industry Knowledge
- Resourceful and Analytical
Timeline
Client Relations Administrator
Broadridge Financial
08.2018 - Current
Client Relations Supervisor
DST Systems Inc
06.2012 - 06.2014
Client Relations Consultant
DST Systems Inc
01.2010 - 06.2012
Sr. Client Relations Specialist
DST Systems Inc
01.2008 - 01.2010
Bachelor of Science - Business Administration
University of Central Missouri
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