Ritch Keller LAGOU
Ottawa,ON
Summary
Experienced in financial management and client counseling. Meticulous and professional individual excelling at evaluating client assets and risk tolerance to develop informed strategies that drive revenue growth. Strong attention to detail. Thrives as a team player with exceptional organizational skills. Capable of handling multiple projects simultaneously with a high degree of accuracy, ensuring efficient and effective outcomes.
Overview
3
3
years of professional experience
Work History
Bilingual CSR
Foundever
07.2023 - Current
- Resolved complex issues by leveraging bilingual skills to understand customer needs and provide effective solutions.
- Exceeded performance metrics consistently, demonstrating exceptional skills in handling high volumes of calls in two languages.
- Managed escalated cases proficiently, using advanced negotiation skills to maintain positive relationships with clients who spoke either English or Spanish fluently.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
VOLUNTEER TAX FILLING
Ottawa East SDA
02.2023 - Current
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns
- Helped clients integrate new tax software with accounting software
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
RESIDENT SPECIALIST
Symphony Senior Living Kanata
09.2021 - 04.2023
- Promotes actions that support best outcomes for each client's physical and emotional needs
- Implements and recommends modifications to client service plans which support the changing needs of the client
- Acts as a client advocate
- Answer calls from client and provide the appropriate service
- Strives to understand and answer to each client with empathy, always remaining mindful of the client's unique communication patterns
- Respects and supports the rights of clients to keep an independent lifestyle with dignity in their own home
- Seeks to understand each client, their background and life history reviews the life history of each client prior to first shift
- Deals courteously with staff, residents, resident families, and visitors
- Helps clients maintain independence, dignity, and physical safety.
Education
Business Adaptated To Finance - Accounting And Finance
LaCité College
Ottawa, ON05.2023
Trade Certificate in Computer Troubleshooting - Computer And Information Systems
C.F.P.H.
P-au-P06.2017
Skills
- Upselling strategies
- Negotiation
- Cold Calling
- Microsoft SQL Server
- Analytics
- Communication skills
- Microsoft Office
- Computer skills
- Critical Thinking
Languages
English
Native or Bilingual
Français
Native or Bilingual
Timeline
Bilingual CSR
Foundever
07.2023 - Current
VOLUNTEER TAX FILLING
Ottawa East SDA
02.2023 - Current
RESIDENT SPECIALIST
Symphony Senior Living Kanata
09.2021 - 04.2023
Business Adaptated To Finance - Accounting And Finance
LaCité College
Trade Certificate in Computer Troubleshooting - Computer And Information Systems
C.F.P.H.
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