Chester Campbell Email and Phone Number

• Fostered genuine relationships with clients by exceeding expectations in resolving wealth management inquires.• Educated clients on Efts, Mutual Funds, Bonds, Savings accounts, 529s, Utma and other asset management related topics. • Supported Financial Advisors by providing swift and reliable guidance to Financial Advisors and their Service Staff as they used the AssetMark platform to service their internal client’s investment and financial planning needs.• Provided administrative training and website usability support to Financial Advisors.• Provided quality customer service and remained client-focused in delivering the best client experience possible.

• Cultivated strong relationships with business clients managing over $1 million in GPV, boosting client satisfaction and driving account growth.• Provided coaching to junior Customer Support Associates to increase performance by 20%. • Educated customers on risk issues and actions centered around square transactions with a primary focus on high-risk transactions.• Performed service quality assurance, on junior associates to identify risk and coaching opportunities. • Resolved escalated issues by researching and investigating the root cause and recommending long-term solutions. • Participated in telephony transformation project, decreasing client hold times by 3mins. • Facilitated weekly meetings with team members, providing recognition, career mobility opportunities and best practices.

• Foster positive relationships with merchants by exceeding expectations in resolving their general inquiries, contributing to a 5% increase in customer retention.• Resolved complex merchant inquiries with an 85% first-contact resolution rate, exceeding customer satisfaction targets by 10%.• Leveraged strong research and problem-solving skills to navigate technical inquiries from merchants, reducing ticket volume by 15%.• Reviewed policies and procedures, streamlining escalation process to create efficiencies. • Partnered with Team Lead for audit, providing necessary documentation displaying processes were within organizations policies.

• Demonstrated expertise in navigating diverse client needs and resolving technical issues, providing essential support to both branch teams and home office associates, contributing to a smooth and efficient client experience.• Resolved complex client inquiries related to new investment products, exceeding first-contact resolution rate by 80% and fostering trust through personalized support.• Demonstrated expertise in navigating diverse client needs and resolving technical issues, providing essential support to both branch teams and home office associates.• Maintained data accuracy by meticulously validating and verifying all incoming data, ensuring a 99.9% error-free rate.

• Knowledgeable of explaining specific services to new and existing clients which included medical malpractice, product liability and other injury inquiries • Motivated team with completing daily goals created by management • Completed administrative duties such as making copies, answering and directing phone calls and greeting clients• Drafted documents and letters from existing acquisitions using proper licensing templates• Managed legal documentation and correspondence in strict confidence