Finance & Customer Service Specialist
Resume:
Summary
Results-oriented customer service professional with extensive experience in finance and operations. Proven ability to articulate financial solutions, address client needs, and ensure swift resolution of issues. A proactive and analytical thinker, dedicated to delivering exceptional service and maintaining positive relationships with customers while enhancing company performance.
Experience
Client Consultant
Mike Legal 04/2024 - 10/2024
Built strong relationships with clients to understand and address financial service needs, enhancing client satisfaction and retention.
Resolved complex financial inquiries and issues, providing tailored solutions and promoting effective use of financial products.
Maintained accurate records of customer interactions, ensuring compliance with all regulatory requirements. Senior Financial Services Deployment Executive
NoBrokerHood 04/2022 - 03/2024
Managed general office tasks including filing, answering phone calls. Managed the onboarding process for new employees, ensuring a smooth transition and integration into the company, handling new onboardings with a satisfaction rate of 95%. Collaborated with sales and marketing teams to streamline the delivery of financial proposals, achieving timely communication of service offerings.
Operations Associate
Udayy 01/2021 - 03/2022
As Customer service representative I respond to client's inquiry through emails, calls and chats to provide resolutions.
Handled customer inquiries related to financial products through various channels, achieving high satisfaction ratings and resolving issues promptly.
Facilitated account updates and renewals, enhancing client loyalty and trust in financial services offered. Skills
Operations Management, Customer service, Financial product knowledge, Effective communication and active listening, Problem-solving and conflict resolution, Adaptability in diverse work environments Education
Retail marketing and operations
Jaipuria Institute of Management (JIMS) 03/2020
Accountancy
Lucknow University 12/2017
DEEKSHA JAISWAL
******************@*****.***
Charlotte, NC
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