Customer Support & Client Account Specialist

PATRICK MULALLY Santa Monica, CA · **************@*****.*** · 310-***-****

CUSTOMER SERVICE REPRESENTATIVE

CUSTOMER SUPPORT CLIENT RELATIONS ACCOUNT MANAGEMENT Enthusiastic Customer Support Specialist with a passion for helping others and delivering excellent service. Strong background in customer service with a focus on problem-solving and clear communication. Skilled at managing online interactions, resolving technical issues, and ensuring customer satisfaction. Eager to contribute to a collaborative team environment and build positive relationships with customers. Areas of Expertise

Customer Experience Customer Interaction Account Management Customer Satisfaction Strategic Planning Market Research & Forecasting Financial Sales & Acumen Product Expertise Client Relationship Management Cash Handling Prospecting Financial Industry Knowledge Communication Project Management Attention to Detail Customer Service Sales Strategies Account Servicing Business Acumen PROFESSIONAL EXPERIENCE

Career Break 2024 ̶ Present

• Took time off to focus on career path

Goldgate Capital Los Angeles, CA 2023

Account Executive

Developed new business and client accounts growing customer base, driving exceptional sales performance, and nurturing long-term relationships.

• Utilized expertise to conduct market research and analysis identifying financial opportunities for clients.

• Created and executed unique sales strategies for each client and account, surpassing revenue targets, and maximizing profits.

• Conducted needs analysis with new and prospective customers, gaining better insight into financial and business needs.

• Researched market trends and investment data, employing best practices to benefit and safeguard client businesses and investments.

• Performed structured analysis using sales tools and modules offering each client the best advice and solutions.

• Advised customers on the advantages and disadvantages of different product decisions that aligned with specific needs and qualifications.

Previous Experience

Sales Consultant (door-to-door) Solar Richmond 2012 ̶ 2014 Successfully generated sales leads, converted prospects to new customers through persuasive communication and meeting customers specific needs.

• Served as advisor providing advice-based approach to products and services.

• Built and maintained customer relationships through analysis of individualized needs, preparing recommendations based on thorough communciation, and ensuring customer needs were met.

• Successfully exceeded sales goals while advising customers on advantages and disadvantages of different product decisions and strategies.

EDUCATION & PROFESSIONAL DEVELOPMENT

Ashford University, Clinton, Iowa Bachelor of Arts, Real Estate Studies Relevant Courses: Equity Investment, Lending, Brokerage and Sales, Valuation, Markets & Financing Methods

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