Associate Service Consultant
Current- Handled inbound client calls, client outreach, and scheduled appointments.
- Heavy interaction with internal and external clients, as well as teammates, on the telephone, email and in person in a professional and accurate manner.
- Complete special projects and tasks as assigned by my Manager or Senior Leaders.
- Kept client management systems up to date with client information using internal systems such as BETA and ClientWorks.
- Displayed strong customer focus, excellent verbal and written communication skills; able to explain complex information clearly and simply.
- Managed account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance.