Client Service Data Entry

Profile

Personable and client-focused professional offering 25 years of experience in managing key accounts to deliver superior service. Excellent ability to collaborate with associates and management to achieve business objectives .

Work History

HOME VISIT SCHEDULER, WIDER CIRCLE, SUNRISE, FL — 9/2019 - 2/2021

• Coordinating schedule for 9 Benefit Specialist in California

• Serving as liaison between members and Brand New Day Member service department to facilitate insurance coverage queries .

• Data entry into Excel Spreadsheet to maintain member information

• Provided administrative and operational support to Program Manager and Operations Manage r

• Assisted in training of new scheduling personnel domestic and abroad .

• Created and maintained quality control reporting of scheduling

• Participated and assisted in creating procedure manuals and best practices CLIENT SERVICE ASSOCIATE, UBS FINANCIAL SERVICE, INC. ;BOCA RATON, FL — 9/2015 TO 6/2019

• Delivered superior client services, fostering strong rapport, retention and satisfaction .

• Supported team of 3 and team of 2 Financial Advisors with over $400,000,000.00 in assets .

• Provided back up support for operations department .

• Served as back up support for 10 Financial Advisors .

• Lead Relationship liaison for ultra high net worth client.

• Researched issues and took appropriate action to ensure speedy resolution .

• Implemented client data changes into system using company software .

• Recorded actions taken on issues resolved to effectively manage customer accounts .

• Facilitated equity orders and completed accurate entry in timely and efficient manner .

• Delivered exceptional customer service to every client by leveraging extensive knowledge of products and services and creating welcoming, positive experiences .

• Answered calls, emails and faxes, addressing customer inquiries, solving problems and providing product information .

• Assisted with marketing campaigns to gain new client relationships

• Planned client appreciation events

• Maintained Financial Advisor schedule s

CLIENT SERVICE ASSOCIATE, MORGAN STANLEY, BOCA RATON, FL — 7/2011 TO 9/2015

• Provided primary customer support to internal and external customers in fast-paced environment .

• Supported team of 2 with over $50,000,000.00 in asset s

• Forged and nurtured impactful relationships with customers to cultivate loyalty and boosting customer satisfaction .

• Effectively communicated with customers about account changes, new products or services .

• Researched issues and took appropriate action to ensure speedy resolution . Naomi Baker

954-***-**** ad5tol@r.postjobfree.com 12591 NW 10th CT, Sunrise, FL 33323 OFFICE MANAGER, SOLAR SYSTEMS ENGINEERING, ORMOND BEACH, FL — 1/2007 TO 9/2011

• Completed bi-weekly payroll for 5 employees .

• Created and finalized contracts for solar heating product deals with customers .

• Processed building permits from application to approval .

• Administered yearly budget to manage office requirements such as service contracts, postage costs and supply replenishment .

• Optimized organizational systems for payment collections, AP/AR, deposits and record keeping .

• Improved office operations by automating client correspondence, record tracking and data communications .

• Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving .

• Performed billing, collection and reporting function s

• Answered calls, emails and faxes, addressing customer inquiries, solving problems and providing product informatio n

• Coordinated Home Show booths to maximize product sales from choosing venue to set up displays of products and connecting with customers.

REGISTERED CLIENT SERVICE ASSOCIATE, MERRILL LYNCH, MIAMI, FORT LAUDERDALE AND DAYTONA BEACH, FL — (6/1993 TO 11/1999)

(6/2001 TO 1/2007)

• Provided ongoing client service .

• Optimized customer support by establishing collaborative service environment .

• Delivered excellent customer service, resulting in consistent customer satisfaction .

• Facilitated equity orders and completed accurate entry in timely and efficient manner .

• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experience s

• MLIB Cayman operations support

Education

Associate of Science: General Studies, Daytona State College - Daytona Beach, FL High School Diploma: 1987 General Studies, Miramar High School - Miramar, FL Skills

• Client Relationship s

• Corporate processes and procedure s

• Data entr y

• Multi-line phone talen t

• Computer proficien t

• MS Office proficienc y

• Professional telephone demeano r

• Record keeping strength s

• Account managemen t

• Complaint resolutio n

• Bilingual Spanish/Englis h

References

Upon Request

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