Client Service Representative, FPQP - Altamont Capital Management - Asheville, NC
(2023-01 - 2025-08)
- Provided exceptional customer service to clients, addressing inquiries and resolving issues in a timely and professional manner
- Collaborated with cross-functional teams to meet client needs, coordinating efforts to deliver solutions effectively
- Proactively identified opportunities for upselling or cross-selling products/services based on client needs and preferences
- Utilized CRM system to track client interactions, update account information accurately, and generate reports as required by management
- Conducted regular check-ins with assigned clients to assess their level of satisfaction with services provided
- Developed and maintained comprehensive knowledge of industry regulations and compliance requirements to ensure adherence during client interactions
Administrative Assistant - Gould Killian CPA Group, PA - Asheville, NC
(2022-07 - 2025-08)
- Prepared and edited correspondence, reports, presentations, and other documents as needed
- Maintained office supplies inventory by anticipating needs and placing orders in a timely manner
- Managed and maintained executive calendars, scheduling appointments, meetings, and travel arrangements
- Screened phone calls and emails for executives, providing accurate information or redirecting inquiries to appropriate staff members
- Handled sensitive information with utmost confidentiality while maintaining data integrity at all times
- Provided administrative support during board meetings including preparing meeting agendas/materials, distributing minutes, and following up on action items
- Managed and updated company databases, ensuring accuracy and completeness of information
- Responded to inquiries from clients/customers in a timely manner, providing accurate information or directing them to the appropriate department/personnel for assistance
