Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Mahmed Patel

Pickering,ON

Summary

Results-driven customer service professional with 10+ years of experience in diverse environments, consistently exceeding customer expectations and driving high levels of customer satisfaction. Adept at managing complex customer interactions and resolving issues to foster positive customer relationships. Proven ability to lead and motivate teams to deliver exceptional service and achieve goals.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Tax Consultant

IFMS
02.2024 - Current
  • Streamlined tax preparation process for increased efficiency and accuracy.
  • Evaluated client financial records to identify opportunities for reducing taxable income through strategic planning.
  • Reviewed client financial statements to ensure proper classification of expenses for optimal tax benefits.
  • Prepared accurate federal, state, and local tax returns for individuals and businesses within required deadlines.
  • Facilitated smooth communication between clients and taxing authorities during inquiries or disputes.
  • Helping eligible clients obtain approval for disability Tax credit by working with CRA and the clients treatment providers.

Customer Service Sales Representative

Connect6 Group
07.2023 - Current
  • Developed and maintained comprehensive understanding of products, services and competitors to enhance sales pitches
  • Listened to customer needs and desires to identify and recommend optimal products and engaged in friendly conversation with customers to develop positive relationships
  • Answered customer questions about products and services and promoted key items
  • Retained excellent client satisfaction ratings through outstanding service delivery
  • Achieved weekly sales quotas and collaborated with team members to work with customers with different preferred languages

Service Technician

Bell Technical Solutions
04.2023 - 06.2023
  • Diagnosed and troubleshot problems, repairing, and restoring machines to peak performance.
  • Responded to 5-10 customer requests quickly and professionally to increase satisfaction on daily basis.
  • Installed new equipment and explained operation and routine maintenance protocols to customers including feedback follow-ups.
  • Inspected equipment to diagnose operational issues.

Data Entry Clerk

KGS Research
01.2023 - 04.2023
  • Handled incoming customer calls, providing professional and courteous assistance in fast-paced call center environment.
  • Acted as first point of contact for customer inquiries, resolving issues, and escalating complex cases to appropriate departments when necessary.
  • Work with Knowledge documents to locate needed information.
  • Collated and organized data entry documents into filing systems for easy access

Education

Bachelor In Commerce - Business Administration

Kadakia Institute
Ankleshwar, Gujarat - India
10.2021

Skills

  • Conflict resolution
  • Customer Service
  • Time Management
  • MS Office Expertise
  • Teamwork
  • Customer Retention Abilities
  • Staff Training
  • intuit profile (For Tax preparation)

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual

Certification

Fundamentals of Income Tax level 1- H&R Block

Timeline

Tax Consultant

IFMS
02.2024 - Current

Customer Service Sales Representative

Connect6 Group
07.2023 - Current

Service Technician

Bell Technical Solutions
04.2023 - 06.2023

Data Entry Clerk

KGS Research
01.2023 - 04.2023

Bachelor In Commerce - Business Administration

Kadakia Institute

Fundamentals of Income Tax level 1- H&R Block

Mahmed Patel