Customer Service Financial Services

Brittney Harris

Phone: 912-***-****

Email: ***************@*****.***

Ability Summary: Proactive, detail-oriented professional with over a decade of experience providing the highest standard of customer service and support. Proactive team leader with a background in critical care, hands-on leadership capabilities and a solid track record for delivering results. Well-developed skills in prioritizing, organization, decision making, time management, and communication. Proven success in initiating and maintaining strong interpersonal relationships with management, staff, and the general public. Immense ability to maintain confidentiality and consistently exercise discretion and good judgment. judgment. Highly analytical, strong attention to detail, excellent research skills, capacity to effectively multi-task. Ability to adhere to deadlines; be agile and flexible to quickly respond to changes with business needs. Knowledge of financial services industry, financial products, and regulators such as FINRA and the SEC. Proficient with computers, Windows OS, MS Office (Word, Excel, Outlook and PowerPoint) and other company-specific technologies.

Experience / Skills:

●Prior experience in client service or support roles within the financial industry.

●Strong analytical and problem-solving skills with a keen eye for detail.

●Adaptability to changing priorities and effective multitasking.

●Excellent communication and interpersonal skills for client and stakeholder engagement.

●Ability to work independently and collaboratively in a team-oriented environment.

●Passion for delivering exceptional service and exceeding client expectations.

●Minimum two years of financial services experience with client-facing or operations exposure.

●Excellent verbal and written communication skills.

●Strong time management and organizational skills.

●Proactive in problem-solving and preventing issues.

●Ability to present complex information clearly and concisely.

●Strong analytical skills with a capacity to prioritize responsibilities and manage firm risk.

●Ability to perform under pressure and adapt to changes.

Employment History

Associate Service Professional

LPL Financial, Fort Mill, SC 12/2021 - 08/2023

●Researched complex situations, set client expectations, and define the actions necessary to resolve inquiries.

●Educated clients on the use of technology to monitor, maintain, and service their operational needs.

●Communicated operational and financial industry policies and procedures.

●Assumed ownership of inquiries and see them through to a timely resolution.

●Adhered to compliance/risk procedures and exhibit detailed attention to policies while maintaining focus on investors’ best interest.

●Completed operational tasks including data input.

●Communicate with internal departments to ensure clients expectations for timely service delivery.

●Actively participated in training to remain current with operational policies and procedures.

●Drive customer experience to high levels of satisfaction by adhering to our corporate values.

Access/Outreach Specialist 06/2020 - 07/2021

Atrium Health, Waxhaw, NC

●Answered inbound and/or places outbound telephone calls as assigned and appropriately directs callers and ensures all calls are handled efficiently and in a timely manner.

●Scheduled various types of appointments for physicians, advanced clinical practitioners, and other clinicians, and communicates any necessary instructions to the patient.

●Contacted patients by phone to remind of upcoming appointment(s), to ask follow-up care questions, and to provide special instructions if needed. Cancels and reschedules appointments as needed.

●Assisted with refill request, labs and test results, if required. Assists with patient message callbacks and prescription refill questions.

●Organized, expedites and follows-up on any paperwork related to patient care.

●Opened sorts and distributes mail, correspondence, transcription, lab results and diagnostic testing as assigned.

●Assisted with identifying and initiating necessary referrals for specialist appointments, procedures or tests.

Patient Access Specialist / Site Coordinator 10/2017 - 09/2019

Amerisourcebergen, Fort Mill, SC

●Provided advanced service to patients, Providers and caregivers.

●Maintained billing and coding support, claims assistance, tracking and submission, prior authorization assistance and tracking, coordination of benefits, advance alternate coverage research and reporting adverse events as directed.

●Verified patient insurance benefit information.

●Researched and processed insurance claims, including resolving any claim denials or underpayment of claims.

●Established self as regional expert on payer trends and reporting any reimbursement trends/ delays.

●Documented billing denials, claim denials, pricing error, and payments.

●Worked on problems of moderate scope where analysis of data requires a review of a variety of factors.

●Self-motivated, work from a queue (phone or system). Performed work in accordance with defined standard operating procedures.

Education History

Central Piedmont Comm. College – Psychology / Finance/ Economics 2021-current

College of Coastal Georgia Undergraduate

Courses- Undecided major 2004-2005/Business Administration Courses

Everest University Jacksonville, FL 2007-2009/

Advanced Career Training Certified Medical Assistant 2005-2006

Diploma Camden County High School Kingsland, GA 1999-2004

CNA Licenses 2003-2004 / CPR certified

Occupational Licenses, Certificates and Training

Certified Patient Access Associate (CPAA)

●HIPAA Certification

●Customer Service Excellence Training

●Time Management and Prioritization Workshop

●Effective Communication Skills Workshop

●Conflict Resolution Training

●FINRA

●Microsoft Office Specialist Certification (Word, Excel, PowerPoint, Outlook)

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