Client Service Associate at STRATA Trust Company (2022-06 – Present)
Manage client needs and preferences, enhancing satisfaction and retention while handling complex IRA accounts and financial operations.
- Manage client needs and preferences, enhancing satisfaction and retention
- Address client inquiries via calls, emails, and in-person, ensuring clarity and resolution
- Resolve IRA account questions, providing expert guidance and support
- Execute operational tasks like credit card processing, ensuring accuracy and efficiency
- Identify and implement improvements, boosting client experience and engagement
- Manage complex IRA accounts, resolving client inquiries and optimizing financial processes to enhance overall service quality and operational efficiency
- Partner with financial professionals and internal teams to address client needs, fostering strong relationships and ensuring seamless account management
- Drive continuous improvement in client experience through proactive problem-solving and implementation of innovative solutions in IRA account management
- Execute precise transaction verifications and credit card processing, maintaining accuracy in financial operations and compliance with industry regulations
Facilities Team Member at Antioch Waco Community Church (2021-02 – 2022-02)
Managed facility operations including event setup, inventory management, and worship team support.
- Coordinated event setup, ensuring seamless transitions between services and events
- Managed inventory, maintaining optimal stock levels for cleaning supplies
- Contributed to worship team, enhancing musical quality and team collaboration
- Developed efficient cleaning and setup processes, reducing preparation time and enhancing overall facility readiness for diverse church events and services
Team Leader at AnywhereWorks (2020-10 – 2021-02)
Led team meetings and managed Client Service Agents to improve efficiency and support team performance.
- Led team meetings to improve client service efficiency and support team performance
- Enhanced team stats through strategic oversight and effective communication
- Conducted one-on-one meetings to address individual challenges and foster growth
- Managed a team of Client Service Agents, ensuring alignment with company goals
Dedicated Legal Services Associate at AnywhereWorks (2020-06 – 2020-10)
Assisted clients with legal inquiries specializing in wills, real estate, violence cases, and child custody matters.
- Assisted clients with legal inquiries, enhancing service efficiency and client satisfaction
- Communicated with clients on legal matters, improving case processing times and client trust
- Facilitated client interactions for legal services, bolstering client relationships and service quality
- Managed complex legal inquiries, specializing in wills, real estate, violence cases, and child custody matters, ensuring accurate information dissemination
Client Experience Associate at AnywhereWorks (2019-11 – 2020-06)
Managed client appointments, resolved inquiries, and streamlined appointment processes to enhance engagement.
- Managed client appointments, ensuring seamless scheduling and order processing
- Resolved client inquiries efficiently, enhancing customer satisfaction
- Utilized strong communication skills to address client needs effectively
- Streamlined appointment processes, resulting in improved client engagement
- Streamlined client interactions, enhancing appointment scheduling efficiency and order processing while addressing specific inquiries with precision
Customer Service Representative at CustomerContactChannels (2018-10 – 2019-08)
Provided exceptional customer service, explained billing plans, scheduled appointments, and helped member understanding of benefits.
- Providing exceptional service throughout the customers' experience
- Helped member understanding of benefits
- Explained billing plans and resolved billing issues
- Scheduled appointments for customers
Activities Assistant/Receptionist at CareOne East Brunswick (2016-11 – 2018-06)
Managed patient activities, created medical charts, and led engaging programs while maintaining medical records.
- Managed patient activities, enhancing engagement and well-being
- Created and maintained accurate medical charts, ensuring seamless nurse access
- Updated resident lists, improving communication and operational efficiency
- Led engaging programs for patients, streamlined medical record management, and enhanced communication efficiency, resulting in improved patient satisfaction
- Meticulously maintained patient charts and medical records, ensuring accuracy and compliance while optimizing information accessibility for healthcare staff
- Contributed musical talents as pianist for worship team and ministries, enriching spiritual experiences and fostering a sense of community among congregants
Sales Associate at Net Line Corporation (2015-02 – 2016-04)
Built customer relationships, cross-sold products, and expanded customer base through trust-building and solution alignment.
- Maintained customer relationships, enhancing satisfaction and loyalty
- Cross-sold related products, increasing sales and customer value
- Identified customer needs, aligning solutions to boost engagement
- Established new client connections, expanding customer base
- Built trust with clients, fostering long-term partnerships
- Cultivated strong customer relationships, identifying needs and cross-selling products to boost revenue. Leveraged trust-building skills to expand client base
