At Orion Advisor Technology, LLC, I excelled as a Compliance Product Support Specialist, where I leveraged my expertise in online technical support and exceptional problem-solving abilities to enhance client satisfaction. Recognized for outstanding customer service, I led the development of training materials and significantly improved support procedures, demonstrating a profound impact on team performance and client relations.
Overview
27
27
years of professional experience
Work History
Compliance Product Support Specialist
Orion Advisor Technology, LLC
Omaha, NE
09.2015 - Current
Maintained up-to-date knowledge of company products and services by attending internal trainings.
Developed training materials and procedures or trained users in proper use of hardware or software.
Collaborated with professionals to provide support specifications and resources to address end-user service requests.
Evaluated software or hardware to recommend improvements or upgrades.
Provided timely feedback to management regarding customer service issues.
Provided technical support to customers via phone, email and chat.
Maintained positive working relationship with fellow staff and management.
Maintained composure and patience in face of difficult customer situations, applying de-escalation techniques and positive customer support.
Coordinated with third party vendors for resolution of complex technical issues.
Created knowledge base articles for common customer inquiries.
Managed client accounts through regular follow-up activities.
Developed product training materials and conducted user training sessions.
Performed root cause analysis on complex technical problems reported by customers.
Addressed customer complaints promptly and professionally.
Tested software applications for bugs and errors before release.
Identified product defects and reported them to the development team for resolution.
Recognized by management for providing exceptional customer service.
Contributed innovative ideas and solutions to enhance team performance and outcomes.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Worked effectively in team environments to make the workplace more productive.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
AT&T Client Service Manager - SW Region
West Corporation
Omaha, NE
03.1998 - 06.2015
Led team engagement to assist cross-functional departments and achieve goals.
Developed and managed client relationships to ensure satisfaction with services provided.
Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
Interviewed prospective employees and provided input to HR on hiring decisions.
Set clear expectations and helped employees pursue optimal paths for achieving each target.
Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Trained and mentored new team members to promote productivity, accuracy and friendly customer service.
Planned and led team meetings to review business results and communicate new and ongoing priorities.
Facilitated training sessions for new staff members on the company's policies and procedures related to client service management.
Demonstrated excellent communication skills in resolving product and consumer complaints.
Resolved customer inquiries and complaints requiring management-level escalation.
Mediated conflicts between employees and facilitated effective resolutions to disputes.
Delegated work to staff, setting priorities and goals.
Responded to phone and online customer service requests within designated turnaround time to improve customer satisfaction ratings.
Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.
Evaluated employee job performance and motivated staff to improve productivity.
Organized team activities to build camaraderie and foster pleasant workplace culture.
Conducted regular performance reviews with team members in order to identify areas for improvement.
Vice President of Client Services at Orion Advisor Technology (Redtail Technology)Vice President of Client Services at Orion Advisor Technology (Redtail Technology)