Customer Service Administrative Support

WILLIAM HOUSTON

Dallas OR ***** 737-***-**** ***************@*****.***

Results-driven administrative professional with over five years of experience in office management and executive support. Adept at streamlining operations, managing complex schedules, and facilitating effective communication within fast-paced environments. Proficient in a wide range of office software and technologies, with a strong ability to adapt to new tools and systems. Demonstrated skills in problem-solving, multitasking, and maintaining confidentiality, combined with a proactive approach to improving office efficiency and supporting team objectives. Known for a detail-oriented mindset and a commitment to delivering high-quality administrative support that contributes to overall organizational success.

Work History:

Financial Freedom Wealth Management Group, LLC: Salem, OR. (July 2022 – November 2022)

Title: Client Services Associate

Supported Wealth Advisor(s) in ways that provide service to current and future clients

Plan and prepare for client appointments, helping multiple Wealth Advisors across multiple locations

Manage client concerns and requests

Assist with appointment scheduling and follow-up tasks

Continue and maintain up-to-date knowledge and training on all programs used for financial planning and research

Participate in client appointments, prepare/track account paperwork, and ensure a seamless onboarding process for new clients

Surety Solutions: Salem, OR. (February 2023- June 2024)

Title: Account Manager Associate

Manage surety bond renewals for various clients

Resolve client issues over the phone

Work with a team to meet monthly metrics goals

Wells Fargo: Salem, OR. (August 2018 - November 2020)

Title: Customer Service Associate

Assist customers with inquiries regarding credit card and credit card payments

Resolve customer problems over the phone

Work with a team to meet monthly metrics goals

Open Dental Software: Salem, OR. (June 2020 - March 2022)

Title: Technical Support

Make outgoing calls to dental offices to resolve software issues

Educate dental personnel on how to use Open Dental Software

Document interactions w/ Dental Practices into a detailed Communications Log

Skills:

Administrative: Typing 50 wpm, 10 key by touch

Customer Service: Experienced assisting customers in person, by phone and email

Software: MS Word, Excel, Access, PowerPoint, Outlook, SharePoint, Salesforce

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