Dhara Patel
Toronto,ON
Summary
Adept at managing client relationships and financial records, I excelled at SinglePoint Group International by securing a 100% QA score, showcasing my problem-solving skills . My proactive approach to customer service and conflict resolution has consistently enhanced client satisfaction and retention.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Accounts Receivable Agent
SinglePoint Group International
12.2023 - Current
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- Facilitated communication between clients and the company, ensuring smooth operations.
- Resolved client inquiries to enhance satisfaction and retention.
- Managed client accounts, maintaining detailed records for effective service.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Secured a 100% QA score through effective accounts receivable management.
- Ensured compliance with privacy protocols and regulatory standards.
- Managed and processed accounts receivable transactions efficiently.
- Reconciled customer accounts to resolve discrepancies and improve cash flow.
Client Service Coordinator
Kanan International Private Limited
12.2019 - 05.2023
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Conducted comprehensive virtual and in-person training sessions for clients and their staff using Zoom, fostering user adoption and satisfaction.
- Demonstrated strong communication skills in handling client and student inquiries via phone calls, emails, and face-to-face interactions, driving high client engagement and retention.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Consistently met or exceeded performance metrics while juggling multiple tasks effectively under tight deadlines.
- Increased customer retention rates through personalized follow-ups and timely resolution of concerns.
- Organized relevant documentation for each client interaction, ensuring a thorough understanding of client needs and facilitating seamless handoffs between team members.
Assistant Accountant
Jakkash
12.2018 - 11.2019
- Organized and maintained accurate financial records to support audits and reporting needs.
- Updated general ledger accounts regularly and resolved discrepancies promptly.
- Processed invoices, expense reports, and vendor payments with precision and timeliness.
- Managed accounts receivable by preparing invoices and following up on overdue payments to ensure cash flow.
- Performed bank reconciliations to verify the accuracy of financial records and identify discrepancies.
- Leveraged Excel to create spreadsheets, analyze data, and streamline reporting processes.
- Utilized accounting tools such as Marg ERP 9 for efficient financial management.
- Handled communications related to financial inquiries, ensuring timely and professional responses.
- Accurately entered financial data into accounting software and generated detailed reports for management.
Education
Post Graduate Diploma in Banking Operations - Banking And Finance
NIIT India
Vadodara, IN11-2018
Master of Commerce - Accounting And Finance
Maharaja Sayajirao University of Baroda
Vadodara, IN05-2016
Skills
- Customer service
- Problem solving
- Communication skills
- Conflict resolution
Certification
QuickBooks
Timeline
Accounts Receivable Agent
SinglePoint Group International
12.2023 - Current
Client Service Coordinator
Kanan International Private Limited
12.2019 - 05.2023
Assistant Accountant
Jakkash
12.2018 - 11.2019
QuickBooks
Post Graduate Diploma in Banking Operations - Banking And Finance
NIIT India
Master of Commerce - Accounting And Finance
Maharaja Sayajirao University of Baroda
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