It's been a long road getting from there to here but every step of the journey has always been worth it.
Hi, I am
Throughout my career, I provided information to consumers regarding the business, its goods, and services, addressed complaints from clients, and guided them to the appropriate solutions and workarounds.
What makes me stand out? I have an effective handling of customer complaints often involving de-escalation to supervisors to prevent issues from escalating further.
As a customer service representative, I am at my best in a virtual environment where I can transform confusion into order, and constantly use my abilities to drive customer satisfaction by going above and beyond for my clients.
If you want a highly result-driven individual who can catalyze your company's success, feel free to reach out, and let's talk!
Regards,
Experience: 1 - 2 years
• Work with financial advisors to ensure quality customer support through answering phones and addressing client service requests. • Handle 30+ customer inbound calls per day, answering customer inquiries and resolving issues • Place financial transactions for the advisor (s) • Work with financial advisors to process requests and serve as customers' first point of contact regarding service issues, troubleshooting issues, and service requests, gather pertinent information and accurately enter into company financial systems. • Experienced in responding to customer information requests, providing information to clients, advisors, or relationship partners, and working with internal partners to resolve any outstanding questions, process routine service transactions, and solve account service casework to exceed service goals and expectations.
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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