Customer Service Client
Resume:
Timothy Adam Williams
Greensboro, NC 27455
************@*****.***
SKILLS
I am a driven person that is looking to thrive in a professional business role. Through my work experience, I have obtained a great amount of customer service skills as well as being a team player with excellent communication. I am highly detail oriented and I possess strong analytical, quantitative, and problem-solving skills. I strive at multitasking as well as working in a fast-paced environment.
EXPERIENCE
Fidelity Investments, Durham NC - Financial Associate-Workplace Investing
August 2023 - August 2024
● Provide quality client service across Participant Services by responding to phone inquiries to provide detailed, account specific information across various systems
● Process complex account requests that abide by plan and Internal Revenue Service restrictions which include enrollments, distributions, internal and external transfers, RMDs, SWPs, corrected tax forms, and detailed statements for all 401(k) plans as well as QDRO and Beneficiary accounts
● Regularly meets quarterly and monthly goals set by the company
(average handle time, voluntary customer reviews that meet the exceptional rating, quality assessments that average 94%, strict schedule adherence, etc.)
● Utilize advanced financial systems to manage all aspects of a customer’s account information and indicative data
● Transact with all customer bases including high net worth accounts
● Strive to identify customer needs, inquire about a customer’s individual understanding of their account, provide education on all available options, validate customer concerns, respond with accuracy and efficiency to customer needs, and execute during transactional conversations
Caregiver, Greensboro NC
Summer 2021 - August 2023
● Provide full-time caregiving to my widowed mother Lowe’s Home Improvement, Greensboro NC - Seasonal Associate Spring 2021
● Focus on providing customers with the products and knowledge needed to perfect their outdoor home improvements
● Build rapport with customers to ensure future business
● Exercise outstanding customer experience and teamwork with colleagues
● Operate light duty power equipment to retrieve and transport large items
Cracker Barrel Old Country Store, Boone NC
September 2017 - March 2020
Retail Skill Trainer
● Develop advanced leadership skills alongside local, district, and regional managers for the company
● Assist the manager in training new hires to excel in the retail environment
● Lead by example with superior customer service, clear communication skills, and exceptional sales
● Attend meetings with fellow trainers to discuss the improvement of the store and betterment of our performance
Retail Sales Specialist
● Complete sales by approaching customers, assessing their needs, and finalizing transactions
● Recognized for increased sales, high customer satisfaction, and team leadership
● Exceed and consistently meet sales goals and revenue
● Run sales reports, monitor sales volume, coach and communicate progress to sales team
Merchandise Handler
January 2018 - February 2019
● Facilitate the receiving and processing of all merchandise on the store floor and in the stockroom
● Prepare merchandise to comply with Corporate requirements and maximize sales
● Manage the store’s merchandise and track stock levels to prevent loss, streamline inventory, and improve cash flow
● Maintain a constant presence on the store floor to assist customers, achieve high customer satisfaction scores, and minimize store theft EDUCATION
Appalachian State University, Boone NC - Bachelor of Science in Business Administration for Finance
August 2016 - May 2020
PROJECTS
Action Cycle Sports, Boone NC - Marketing/Advertiser July 2019 - September 2019
● Planned an advertising project for a small local business to bring in more customers
● Used graphic design software to make a professional grade motorcycle graphics kit
● Generated positive word-of-mouth advertising and interest in the local business
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