Client Relations professional with significant experience in multiple areas of customer service and proven ability to effectively manage client accounts to ensure satisfaction.
Skilled with excellent verbal and written communication and problem-solving abilities, achieving conflict resolution, and adapting to evolving needs.
Known for reliability, flexibility and results-driven approach in dynamic and high-pressure environments.
Known for strong focus on team collaboration and achieving results. Reliable and adaptable, with excellent communication and problem-solving skills
Demonstrates strong attention to accuracy and details and known for a strong focus on team collaboration and achieving positive results.
Enhancing client satisfaction through proactive account management, research, and follow-through for complete and error-free resolution resulting in strong client relationships.
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Overview
33
33
years of professional experience
1
1
Certification
Work History
Client Representative, Foundational Services Ops
The Vanguard Group Investment Company
04.2021 - Current
Complete Resolution of client and account issues involving account maintenance, research, submitting necessary reports and forms, and followup calls to clients as needed
Training Coach: Selected to be a coach for new and onboarding crew and contractors involving groups and one-on-ones; also including live coaching involving training crew/contractor receiving calls from clients and assisting crew members in coaching groups with positioning Digital Opportunities because of my exceptionally high digital score
Security Codes Accommodation Team: Selected to be on this that support team involving researching accounts and providing permissions whether to approve or disapprove crew and contractors to disable client account security codes
JOBS TOOL: Developed and streamlined a JOBS TOOL “shortcut” document including all departments (on my own time or during excess capacity hours)
Document contained all available Journeys and descriptions, option/codes/extensions resulting in efficiency and accuracy in connecting clients to the correct journeys
Although the JOBS TOOL was updated shortly after this project was completed, I was recognized by my leaders for this project
VBA Transition Team: Selected to be on this newly developed project to assist multiple clients in transitioning their TA accounts to Brokerage Accounts
Recognition by leaders and managers as one of the team members having the most successful account transitions and for excellent CSAT (client satisfaction) scores.
Trust Transition Team: Selected to be on this team for my excellent CSAT (client satisfaction) scores to assist clients with complex Trust transitions to Brokerage Accounts.
Account Security: Selected to be on this Team following all protocols in contacting multiple clients to ensure the security of their accounts and safety of online account access
Client Account and Case Management: Selected to be on this Team to resolve multiple complex client account issues, (managing at least 30-50 clients and their accounts at one time); involving extensive research of documents and cases, processing issues, creating daily detailed notes with case updates and scheduled client followups documented in Dynamics daily, assisting clients with completing both paper form and online form applications to avoid delays in document processing, and providing complete resolution of all existing client and account issues
Developed strong relationships with clients by establishing trust and understanding their unique requirements.
Enhanced client experience by offering tailored support based on personalized individual needs and solutions to drive satisfaction.
Documented detailed issue histories and accurate updates to case records and client accounts.
Strengthened client relationships by providing exceptional customer service and support, preventing call escalation.
Cross-trained and backed up other customer service managers.
Owner/Instructor
Adagio School of Dance and Performing Arts
09.2010 - 09.2018
Choreography/Instruction of all genres of dance; ballet, tap, jazz, hip-hop, acrobatics, and vocal lessons to large and small groups, soloists, duos, and trios
Management of the studio website
Preparation/writing/editing of documents and all vocal students
Accounts Receivable/Payable
Customer Service: Responsible for phone calls, emails, letters to customers when necessary, and monthly updates
Solving Customer Issues “Customer Relations” aspect of the business
Assisting with organizing fundraising and performance events; selecting dancers and vocalists to perform at various events
Writing all scripts, directing, and choreographing all summer musical theatre performances with the use of create sets, props, costumes, and music selections
Creating and writing all documents pertaining to recital information packets, registration documents, descriptions of all fall and summer classes, Birthday Party contracts and waivers, studio rental contracts, competition team contracts, informational emails, monthly updates, and creating all studio class/group names as well as the Competition Team’s name
Organizing, setting up, directing, and providing all entertainment of numerous studio birthday parties
Attending at least 4-5 dance conventions/competitions per year
Students won numerous awards and trophies for their performances
Organizing, writing, and editing all dress rehearsal, recital, and photo session schedules for all dancers annually
Organizing additional rehearsals for dance performances in festivals, fundraising events, recitals and competitions
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
Enhanced company's market position by identifying and pursuing new business opportunities.
Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Fostered student curiosity and interest through creative hands-on activities.
Gymnastics Instructor
KJ’s Gymnastics
08.2005 - 05.2006
Instructed students on all floor skills and on all equipment including ropes, rings, beam, trampoline, and bar skills
Maintained fun-filled atmosphere with class participants while remaining professional and focused on achievement.
Developed lesson plans and routines for individual students to meet personal goals and abilities.
Coordinated with other instructors and coaches to determine student advancement and progress.
Promoted stretching, mobility work, and proper form to help athletes safely build strength.
Cultivated strong relationships with parents and guardians, fostering open communication regarding athlete progress and program updates.
Promoted a safe training environment by enforcing gym rules and following proper equipment usage guidelines.
Increased athlete confidence levels through consistent reinforcement of accomplishments and areas of improvement during structured feedback sessions.
Coordinated group activities that fostered teamwork among athletes while improving their skills in a fun environment.
Implemented creative warm-up routines that prepared students physically and mentally for challenging workouts while minimizing injury risk.
Enhanced students'' gymnastics skills by providing personalized instruction and feedback.
Increased student retention in gymnastics programs by creating engaging lesson plans and maintaining a positive learning environment.
Assessed student progress and provided feedback to improve technique and performance.
Managed drills and fitness circuits to bolster athletes' coordination and performance levels.
Instructed students how to perform split leaps, front/back walkovers, handsprings, beam and equipment skills, and other special techniques.
Developed and implemented new drills and activities to increase student engagement and growth.
Developed and delivered effective and engaging coaching sessions to improve performance.
Medical Transcriptionist
T-C Transcription, Inc.
06.2003 - 10.2005
Diversity in transcription of several medical fields including but not limited to Neurology, Oncology, Ophthalmology, Orthopedics, Podiatry, Primary Care, Pulmonary, and Urology
Transcribed patient reports, letters, consultations, histories and physicals, procedures, surgeries, and chart notes by several doctors in many medical fields
Reduced errors in medical reports by reviewing, editing, and proofreading transcripts for clarity and consistency.
Accurately documented medical dictation to record patient care records.
Corrected grammar, spelling, and syntax mistakes in medical records.
Improved turnaround time for report generation by efficiently managing transcription tasks.
Demonstrated excellent skills to understand diverse accents and dialects.
Recorded information using word processing, dictation and transcription software and equipment.
Expedited urgent document requests, ensuring prompt delivery of critical information to healthcare providers.
Medical Transcriptionist and Office Assistant
Family Foot Care
08.2003 - 06.2004
Transcribed all doctors’ notes/reports for three doctors relating to patient podiatry appointments.
Transcribed all new patient’s detailed letters to notify their primary care doctors of diagnoses and courses of treatment.
Assisted with patient’s billing questions or problems
Corrected grammar, spelling, and syntax mistakes in medical records.
Scheduled appointments for patient visits
Reduced errors in medical reports by reviewing, editing, and proofreading transcripts for clarity and consistency.
Accurately documented medical dictation to record patient care records.
Identified and rectified inconsistencies, deficiencies and discrepancies in medical documentation.
Enhanced accuracy of medical records by transcribing detailed physician dictations.
Improved record-keeping efficiency by organizing and cataloging transcribed documents for easy retrieval.
Maintained high levels of confidentiality with sensitive patient information following HIPAA guidelines.
Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
Administrative Assistant
Law Office of Attorney David Seth Michaels
09.2002 - 07.2003
Collections/Account Receivables
Prepared and edited all letters/documents to clients
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Enhanced office environment, organizing spaces for improved workflow and employee comfort.
Scheduled appointments for clients
Organized, scanned, and faxed multiple court documents to attorneys on a consistent basis
Managed phone and email correspondence and handled incoming and outgoing mail.
Answered multi-line phone system, routing calls, delivering messages to the attorney, and greeting all office visitors.
Executive Sales Assistant
Bostwick Insurance Agency
10.1999 - 11.2000
Conversion/Replacement of life/health insurance policies
Organized and prepared and life/health insurance quotes, illustrations, applications
Edited and finalized all applications to promote processing.
Maintained consistent followup with clients regarding policy inquiries, meetings, contracts, and sales.
Documented commission/premium totals for all policies sold
Tasked with providing accurate internet/data entry using Microsoft Word and Excel
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Resolved billing issues with multiple health Insurance companies.
Drove process improvement initiatives within the sales department, yielding increased efficiency across numerous functions.
Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Managed a high volume of incoming inquiries, accurately and efficiently directing them to appropriate personnel.
Enhanced overall department efficiency by coordinating executive schedules and managing daily administrative tasks.
Payroll Department/HR Customer Service Advocate
State Street Bank
04.1998 - 08.1999
Provided direct assistance to Human Resources administrators regarding employee payroll and health insurance inquiries.
Prepared and submitted “wage statement verifications” for attorneys.
Provided through research and complete resolution of payroll issues
Scanned and processed employee timecards for each payroll.
Managed and executed the HR Benefits Department/Retirement Project
Organized and executed Extensive Data entry, editing, and confirmation of all retirement funds received from 1988-1999.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Excellent communication skills, both verbal and written.
Managed time efficiently in order to complete all payroll and Human Resources project tasks within deadlines.
Organized and detail-oriented with a strong work ethic.
Strengthened communication skills through regular interactions with Human Resources and multiple colleagues.
Proved successful with working within tight deadlines and a fast-paced environment.
Developed and maintained courteous and effective working relationships.
Demonstrated strong organizational and time management skills while managing multiple projects.
Documented necessary information concerning auto repair
Resolved billing issues with insurance companies and customers’ issues involving insurance and retail rentals
Customer Service Representative
Trained and assisted new employees
Rented and delivered rental vehicles to customers
Promoted and sold additional insurance protection “Waivers” to customers in case of accidents and/or damage to the rental vehicles resulting in high sales.
Management Trainee
Referred customers/initiated corporate sales.
Opened and closed retail and insurance rental contracts.
Prepared and cleaned all vehicles for rental.
Organized and maintained customer files.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Managed phone and email correspondence and handled faxes.
Customer Service Representative
Chadwicks of Boston
09.1994 - 04.1996
Supervisor Assistant: Taking supervisor request calls from clients to resolve issues or complaints
Customer Service: Assisted with customers and elected to coach employees for resolution of order issues.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Expedited orders when needed for important events.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Involvement with data entry to create customer orders.
Customized support strategies for high-priority clients to ensure their specific needs were met.
Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.
Investigated and resolved customer inquiries and complaints quickly.
Educated customers about billing, payment processing and support policies and procedures.
Cross-trained and backed up other customer service managers.
Tour Guide/Boat Hostess/Attractions
Walt Disney World
06.1992 - 08.1995
Delivery of memorized script to large audiences
Guest orientation/Provided exciting and enjoyable environment for tours
Preparation/set-up and break-down of daily park parades
Queue management for crowds waiting in extremely long lines
Involved with working on other attractions including Indiana Jones show and Star Tours
Facilitated memorable experiences for diverse groups by tailoring presentations to cater to different age groups, cultural backgrounds, and language abilities.
Ensured timely departures and arrivals by strictly adhering to schedules while remaining flexible enough to accommodate unforeseen circumstances or special requests from guests.
Increased customer satisfaction through attentive listening and personalized tour adjustments based on group interests.
Improved group safety by vigilantly monitoring tour participants and implementing strict adherence to safety guidelines.
Education
B.A. - Communications, Theatre Arts
Bridgewater State College
01.1993
Skills
Proofreading expertise
Records maintenance professional
Physician collaboration
Team development
Strategic Decision-making
Strong work ethic
Strong listening skills
Fast typing speed
Certification
10/26/2020: Securities Industry Essentials Exam (SIE) FINRA CERT #7289135
10/21/2020: Series 63 – PA Uniform Securities Agent NASAA CERT #7289135
2001: Professional Medical Office Services: Medical Transcription Certification; Kathleen Holbrook, Instructor
Completion of private tutoring, 3-part course (7 months total).
Excellent test score results; An A average maintained throughout training course.
Timeline
Client Representative, Foundational Services Ops
The Vanguard Group Investment Company
04.2021 - Current
Owner/Instructor
Adagio School of Dance and Performing Arts
09.2010 - 09.2018
Gymnastics Instructor
KJ’s Gymnastics
08.2005 - 05.2006
Medical Transcriptionist and Office Assistant
Family Foot Care
08.2003 - 06.2004
Medical Transcriptionist
T-C Transcription, Inc.
06.2003 - 10.2005
Administrative Assistant
Law Office of Attorney David Seth Michaels
09.2002 - 07.2003
Executive Sales Assistant
Bostwick Insurance Agency
10.1999 - 11.2000
Payroll Department/HR Customer Service Advocate
State Street Bank
04.1998 - 08.1999
Administrative Assistant Money Management
Enterprise Rent-a-Car
05.1996 - 03.1998
Customer Service Representative
Chadwicks of Boston
09.1994 - 04.1996
Tour Guide/Boat Hostess/Attractions
Walt Disney World
06.1992 - 08.1995
B.A. - Communications, Theatre Arts
Bridgewater State College
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