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Summary
Diligent and personable customer service representative seeking a position in which my communication skills combined with my problem-solving skills can be useful in serving customers. Capable of handling multiple tasks in a fast-paced environment. Able to keep customers happy and smiling while resolving their issues in the shortest time possible
Experience
Customer Representative Officer
1. Manage customer arrivals to maximize relationship building opportunities.2.Improving the overall customer relationship, delivering reliable administrative support and customer service.3.Acknowledging customers promptly and treating them in a courteous manner. 4.Finding out what information, products or services the customer requires to meet his/her needs, providing clear, accurate and relevant information.5.Maintaining a strong knowledge of products of the company. 6.Assist in the analysis of customer trends to enhance sales and service management process and pre-requirements.7.Sales activity planning, including reviewing existing customer files to identify sales opportunities
Relationship Manager
New business generation
Business relationship cultivation
Financial planning processes
Wealth management offerings
Customer portfolio management
Relationship building and management
Investment and Wealth Planning
Service support
Documentation and control
Staff Management
Policy and procedure modification
