Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
Work History
Senior Client Service Specialist
IG Wealth Management
10.2023 - Current
Implemented time-saving processes for managing daily workload more efficiently, increasing productivity without compromising quality of service delivery.
Spearheaded initiatives to improve the overall client experience through continuous process improvement measures and effective change management strategies.
Developed strong relationships with key clients, fostering trust and loyalty while promoting continued business growth.
Managed a portfolio of high-value clients, providing personalized service tailored to individual needs and preferences.
Onboarding Specialist/Customer Service/Statistical Data Analyst
SkipTheDishes
05.2018 - 07.2024
Identify and suggest process workflow improvements for timely issue resolution, increasing service level, quality, and customer satisfaction
Coach and mentor new and existing employees, ensuring that the team is aligned with all departmental, and corporate strategic initiatives
Develop, edit, and alter customer service strategies and procedures to best deliver a satisfying experience to all customers
Collaborate with cross-functional teams to perform workload assessment, and devise new operational processes that ensure each team member is working as efficiently as possible
Develop client records within Salesforce, improving customers experience
Identify opportunities for the use of digital product data, engineered data and built dashboards (Tableau, SQL) to monitor metrics and generate insights that improved research tactics.
Customer Service Specialist
24/7 Intouch
04.2021 - 12.2022
Resolved customer complaints, managing database records, drafting emails and reports on customer service issues
Received telephone calls, emails, and chats, achieving improved customer services levels and standards
Maintained effective and efficient customer relationships by handling questions and concerns with speed and professionalism, troubleshooting all customers issues
Successfully introduced innovative strategies to improve quality of customer service, productivity, and efficiency.
Education
Bachelor of Arts - Psychology and Economics
University of Manitoba
Winnipeg, Manitoba
Skills
Effective negotiation
Data Interpretation
Client Support
Multitasking Abilities
Calm and Professional Under Pressure
Computer Skills
Effective Communication
Additional Information
Volunteer Activities
Siloam mission
Baby sitting
References can be provided upon request.
Timeline
Senior Client Service Specialist
IG Wealth Management
10.2023 - Current
Customer Service Specialist
24/7 Intouch
04.2021 - 12.2022
Onboarding Specialist/Customer Service/Statistical Data Analyst
SkipTheDishes
05.2018 - 07.2024
Bachelor of Arts - Psychology and Economics
University of Manitoba
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