Client-focused Client Service Associate offering years of experience managing key accounts to deliver superior service. Expertise in providing client support, maintaining files and records and preparing quantitative, comparative performance evaluations. Committed to collaborating with associates and management to achieve business objectives.
Overview
17
17
years of professional experience
Work History
Client Services Coordinator
RightSourcing
Sutter Facility - Oakland, CA & East Bay Offices
05.2015 - 05.2016
Provided vendor management onsite at the Sutter Facilities.
Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
Created customer support strategy to increase customer retention.
Monitored metrics and developed actionable insights to improve efficiency and performance.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Assisting managers with their staffing needs and filling job orders.
Client Services Manager
Robert Half
Pleasanton, CA
09.2011 - 05.2015
Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.
Maintained client files with sales contracts, records of client interactions, client notes, and other information.
Supervised daily operations and sales functions to maximize revenue, customer satisfaction and employee productivity.
Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Organized daily workflow and assessed appropriate staffing to provide optimal service.
Client Services Coordinator
Robert Half
San Ramon, CA
06.2007 - 09.2011
Coordinated job placements and start dates with clients.
Led process improvement and problem-solving efforts to support the team.
Created customer support strategy to increase customer retention.
Maintained positive customer relationships with our clients.
Daily auditing on job orders to ensure they were within program guidelines.
Managed background checks and screening for candidate employment.
Worked along side with the Client Manager to determine team needs.
Senior Corporate Trainer
World Savings
Pleasanton, CA And West Coast Offices
06.2002 - 05.2007
Trained and mentored new personnel hired to fulfill various roles.
Coordinated workshops for employees to better understand company mission, streamlining daily activities and aligning worker and company priorities.
Monitored day-to-day activities of the company and employees, noting areas needing improvement and implementing plans for rectification.
Created curriculum, instructions, documents and written tests for various types of training courses.
Developed lesson plans, instructional materials and written practice tests for training.
Served as the point of contact for our training facility and fulfilling the needs of our clients.
Traveled and instructed the recipients on various aspects of the industry and transmission of home loans.
Universal Branch Associate
US Bank National Association
Concord, CA
09.1999 - 06.2002
Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
Properly processed deposits, withdrawals and payments for customers daily.
Operated computers programmed with accounting software to record, store and analyze information.
Examined financial statements and records to collect important details and verify calculations.
Education
Bachelor of Arts - Psychology
San Francisco State University
San Francisco, CA
06.2002
Skills
Responding to Difficult Customers
Needs Assessment
Upbeat and Positive Personality
Service Recommendations
Calm and Professional Under Pressure
Account Management
Establishing Contacts
Territory Assignments
Accomplishments
Circle of Excellence Award 2010 - Robert Half
President of Parent Association for Catholic Education 2022-2024