customer services, solving the customers problems via phones

• Worked with clients to assess and meet short- and long-term financial goal.• Crafted a suitable financial strategy for each client based upon his or her needs and future goals.• Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.• Engaged prospective clients in an effort to build and develop new business opportunities.• Utilized diverse wealth management strategies to meet client objectives.• Helped clients plan for and fund… Show more • Worked with clients to assess and meet short- and long-term financial goal.• Crafted a suitable financial strategy for each client based upon his or her needs and future goals.• Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.• Engaged prospective clients in an effort to build and develop new business opportunities.• Utilized diverse wealth management strategies to meet client objectives.• Helped clients plan for and fund retirements using mutual funds and other options.• Marketed business to increase customer base and grow revenue.• Provided information on accounts, insurance plans and diverse funds.• Set up and updated customer accounts with interactions, payments and personal information.• Processed payments and applied to customer balances and also through online systems• Computed taxes owed by applying prescribed rates, laws and regulations.• Performed periodic budgeting/modeling to project monthly cash requirements.• Proactively researched technical tax issues related to consulting projects. Show less

• Obtained documents, clearances, certificates and approvals from local, state and federal agencies.• Demonstrated awareness of liability issues by confirming legal drinking age and discontinuing service to intoxicated guests.• Performed initial client assessment and analysis to begin research process.• Supported Chief Operating Officer with daily operational functions.• Entered details such as payments, account information and call logs into [Software] system.• Responded to… Show more • Obtained documents, clearances, certificates and approvals from local, state and federal agencies.• Demonstrated awareness of liability issues by confirming legal drinking age and discontinuing service to intoxicated guests.• Performed initial client assessment and analysis to begin research process.• Supported Chief Operating Officer with daily operational functions.• Entered details such as payments, account information and call logs into [Software] system.• Responded to customer requests via telephone and email and effectively answered questions and inquiries.• Analyzed departmental documents for appropriate distribution and filing. Show less

• Obtained documents, clearances, certificates and approvals from local, state and federal agencies.• Managed design of dynamic widgets focused on different areas. such as Okara inter city and also by surrounded areas Gamber, Okara Cantt, Haveli, Depalpur, Renala Khurd,• Produced ad hoc reports and documents for senior team members on minimum time basis.• Supported Chief Operating Officer with daily operational functions.• Responded to customer requests via telephone and email… Show more • Obtained documents, clearances, certificates and approvals from local, state and federal agencies.• Managed design of dynamic widgets focused on different areas. such as Okara inter city and also by surrounded areas Gamber, Okara Cantt, Haveli, Depalpur, Renala Khurd,• Produced ad hoc reports and documents for senior team members on minimum time basis.• Supported Chief Operating Officer with daily operational functions.• Responded to customer requests via telephone and email and effectively answered questions and inquiries.• Verified data integrity and accuracy.• Implemented marketing strategies which resulted in 10% to 12% growth of customer base.• Designed company-based multi-threaded admin web applications. Show less

• Responded to customer requests via telephone and email and effectively answered questions and inquiries.• Performed initial client assessment and analysis to begin research process.• Analyzed departmental documents for appropriate distribution and filing.• Verified data integrity and accuracy.• Investigated and resolved accounting, service and delivery concerns.• Maintained accurate and current customer account data with manual forms processing and digital information… Show more • Responded to customer requests via telephone and email and effectively answered questions and inquiries.• Performed initial client assessment and analysis to begin research process.• Analyzed departmental documents for appropriate distribution and filing.• Verified data integrity and accuracy.• Investigated and resolved accounting, service and delivery concerns.• Maintained accurate and current customer account data with manual forms processing and digital information updates.• Communicated accurate information about promotions, customer programs and products, providing exceptional customer service and driving retention.• Assisted customers by listening closely, finding solutions to problems and making recommendations based on extensive product knowledge.• Responded to customer requests for products, services and information with resourcefulness, skill and advanced use of internal knowledge bases. Show less