Julie Weaver
Sudbury
Summary
Proven track record in enhancing customer satisfaction and streamlining operations, demonstrated at DKB Financial Services. Excelled in complaint handling and workflow management, significantly improving service delivery. Known for exceptional communication and meticulous attention to detail, fostering strong client relationships and team collaboration. Achieved notable efficiency in client account management and data entry processes.
Overview
16
16
years of professional experience
Work History
Service Associate
DKB Financial Services
03.2020 - Current
- Managed customer issues and enhanced satisfaction by matching optimal solutions to individual customer needs.
- Collaborated with team members to streamline processes and improve overall service efficiency.
- Assisted customers with inquiries, resolving issues promptly for improved customer retention.
- Developed strong relationships with clients through consistent communication and excellent service delivery.
- Exemplified a strong work ethic by reliably completing assigned tasks on time or ahead of schedule.
- Managed client accounts by updating information and processing transactions accurately.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Balanced multiple priorities effectively while maintaining a keen focus on delivering exceptional customer experiences consistently.
- Streamlined workflows by identifying inefficiencies within the system, leading to significant time savings in daily operations.
- Investigated and resolved customer inquiries and complaints quickly.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Managed the setup and upkeep of new accounts in accordance with Advisor requirements.
- Compiled and organized essential documents for Advisor's daily meetings.
Administration Assistant
Schuster Boyd & McDonald
01.2019 - 03.2020
- Increased customer satisfaction by providing timely and professional responses to inquiries via phone, email, or in-person visits.
- Executed record filing system to improve document organization and management.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Managed the opening and maintenance of accounts in accordance with advisors' instructions.
- Generated detailed documents to support advisor meetings.
Administrative Assistant
Investment Planning Counsel
03.2018 - 01.2019
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Developed filing system for historical documents, preserving important company records and improving access to information.
Administrative Assistant
Lougheed Financial Planning
03.2009 - 12.2017
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
Education
Canadian Investments Fund Course
IFSE Institute
Greater Sudbury, ON10-2021
High School Diploma -
Lo-Ellen Park Secondary School
Greater Sudbury, ON06-1989
Skills
- Patience and tolerance
- Complaint handling
- Mutual Fund & Insurance support
- Customer service excellence
- Client relationship building
- Excellent communication
- Listening skills
- Computer skills
- Records maintenance
- Workflow management
- Attention to detail
- Team collaboration
- Data entry
Languages
English
Full Professional
Timeline
Service Associate
DKB Financial Services
03.2020 - Current
Administration Assistant
Schuster Boyd & McDonald
01.2019 - 03.2020
Administrative Assistant
Investment Planning Counsel
03.2018 - 01.2019
Administrative Assistant
Lougheed Financial Planning
03.2009 - 12.2017
Canadian Investments Fund Course
IFSE Institute
High School Diploma -
Lo-Ellen Park Secondary School
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