Senior Associate: Customer service representative - SS&C Technologies
(2023-04)
- Managing incoming telephone enquiries from clients and financial adviser firms, ensuring information is recorded and communicated accurately and professionally.
- Identifying and clarifying requirements to ensure enquiries and requests are directed and processed appropriately.
- Providing accurate information regarding products, policies, procedures and administrative processes.
- Managing and resolving queries in accordance with established procedures, escalating complex issues where appropriate.
- Maintaining and updating accurate client records across multiple internal systems and databases.
- Ensuring a high level of accuracy when entering, amending and retrieving information across administrative systems.
- Handling sensitive and confidential information in accordance with organisational procedures and data protection requirements.
- Processing a range of administrative requests and transactions, including bookings, account amendments and changes to client information.
Engagement Officer - SS&C Technologies
(2024)
As the Engagement Officer within my team, I took responsibility for developing and coordinating a range of staff engagement initiatives, including team events, office-based activities, fun days and team-building exercises. My role focused on developing a positive and inclusive working environment and strengthening team relationships for meaningful engagement across the wider team.
Customer Service Assistant - Morrison plc
(2020-04 - 2022-01)
- Displayed extensive knowledge of food products providing a tailor-made customer experience to increase sales targets, especially in the click & collect, amazon delivery and home delivery service.
- Adapted product recommendations and upselling strategy to reflect seasonal specials and market trends
- Contributed to achieving daily targets consistently that were in line with the company objectives
- Routinely cleaned and replenished shelves and merchandising displays to improve store look and feel
- Provided personal and friendly service to customers to ensure repeat business and increase customer satisfaction
- Making sure all technical equipment used such as computers, handheld devices and software was weekly updated and routinely checked for any faults.
- Assisting Team Leader in paperwork for instance, logbooks and equipment checks.
Waitress - Stirling Court Hotel
(2017-08 - 2018-10)
- Maintained well-presented event room and timely, polite service to enhance customer experience and improve loyalty
- Managed 15 tables during peak service periods providing attentive, personalised and responsive service
- Worked with Food and Beverage Manager to outline venue opening/closing checklists
- Answering phones from residents about any requests or demands.
Housekeeper - Castlecraig B&B
(2016-07 - 2016-09)
- Diligently cleaned and serviced customer rooms to a high standard on a daily basis
- Displayed a keen eye for enhancing the customer experience by attending to food preparation and cleaning
- Assisted customers in their personal needs while staying at the hotel with us helping them with anything they required.
