Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Annie Freeda

Canada

Summary

Experienced professional with 3 years of proven success providing exceptional administrative support and customer service in fast-paced environments. Equipped with keen attention to detail and strong decision-making skills, adept at managing multiple concurrent tasks efficiently. A self-motivated individual who thrives in both independent and collaborative settings, consistently ensuring operational excellence and seamless support.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Associate Customer Service Professional

H&r Block
01.2024 - Current
  • Managed scheduling of client consultations, tax pro’s appointments, and follow-ups using centralized systems, ensuring efficient calendar operations.
  • Maintained inventory of office supplies, preventing shortages and supporting daily operations.
  • Expedited daily office tasks such as mail distribution, document scanning, photocopying, and data entry to ensure smooth workflow.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting Clients

Service Delivery Executive

IndusInd Bank
04.2019 - 07.2020
  • Maintained accurate records, ensuring timely processing of invoices, payments, and financial transactions, and achieved high satisfaction scores of 90%.
  • Managed client files and records while adhering to confidentiality to prevent data breaches and misuse.
  • Proofread and edited documents for accuracy and grammar.
  • Supported daily operations including managing schedules, preparing reports, and coordinating with internal teams.
  • Boosted client retention rates with exceptional service provided during every interaction, both in-person and via phone/email correspondence.

Customer Service Officer

ICICI Bank
12.2016 - 12.2017
  • Assisted customers with account inquiries, resolving issues promptly and professionally, reducing customer complaints by 40%
  • Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
  • Handled over 200 inbound calls and transactions daily, consistently delivered exceptional customer service,
  • Educated customers on online banking and mobile banking applications.

Education

Financial Planning And Service

Conestoga College Institute of Technology And Advanced Learning
Kitchener, None
12-2024

Reporting System And Database Development

Conestoga College Institute of Technology And Advanced Learning
Kitchener, None
12-2023

Skills

  • Customer service
  • Problem-solving
  • Multitasking and organization
  • Team collaboration
  • Verbal and written communication
  • Task prioritization
  • CRM ( Salesforce)
  • Project management
  • Microsoft Office Suite
  • Document management
  • Time management
  • Scheduling and calendar management

Certification

  • Salesforce Certified Associate

Timeline

Associate Customer Service Professional

H&r Block
01.2024 - Current

Service Delivery Executive

IndusInd Bank
04.2019 - 07.2020

Customer Service Officer

ICICI Bank
12.2016 - 12.2017

Financial Planning And Service

Conestoga College Institute of Technology And Advanced Learning

Reporting System And Database Development

Conestoga College Institute of Technology And Advanced Learning
Annie Freeda