Stephanie Roth
Listowel,ON
Summary
Highly organized, and detail oriented Client Advisor with 6+ years providing exceptional customer service. Skilled at developing strong relationships and delivering solutions with empathy and understanding. Excellent communication and interpersonal skills.
Overview
32
32
years of professional experience
Work History
Client Advisor
RBC
06.2017 - Current
- Deliver exceptional client experience by listening, understanding goals and concerns with empathy, problem solving, regular communication and proactive follow-up on inquiries through email, telephone and in person
- Collaborate with a variety of team members in order to introduce the right partner to our clients, fulfilling the ONE RBC approach.
- Train, guide, coach and mentor new team members, while serving clients, meeting personal deadlines and goals often in a fast paced environment, sharing best practices and expertise in Client Advisor role.
- Keep up to date on operations, policies and procedures, maintaining cash and risk management.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Excel in meeting sales targets, contributing significantly to the overall success of the team.
- Organized office events such as parties or team-building activities, promoting a positive company culture and boosting employee morale.
Administrative Assistant
Roth Construction
06.2002 - 06.2017
- Maintained confidentiality of sensitive information, adhering to strict privacy policies.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong, dependable workmanship between employer and employees.
- Document organization with thorough file maintenance, filing outdated records as necessary for efficient retrieval when needed.
- Scheduling and meeting calendar deadlines for builders, contractors, delivery of supplies.
- Managing expenses, invoicing, accounts, payroll
Stephanie's Cleaning Services
Self
09.2006 - 06.2017
- Network clientele
- Sanitize, organize, corporate offices, medical lab, private homes with attention to detail
- Manage, schedule, organize calendar and appointments for clients and employees
- Good communication
- Trustworthy, dependable, honest and confidential
- Ordering supplies. Adhering to chemical safety awareness
Receptionist
Royal LePage Real Estate
07.1992 - 04.1993
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records, maintaining confidentiality.
- Answered phone promptly directing incoming calls to correct offices.
- Maintained a well-organized branch with updated materials, creating a welcoming environment for visitors.
- Provided clerical duties, imputing data on legal documents and purchase agreement forms.
Education
High School Diploma -
W.C.EAKET SECONDARY SCHOOL
Blind River, ON06.1991
Skills
- Excel at cultivating and deepening relationships with clients and colleagues with compassion and empathy
- Professional, discreet, confidential
- Reliable, honest, trustworthy
- Excellent organizational, scheduling, and management skills with attention to detail and resolving time sensitive issues
- Strong communication and interpersonal skills, passionate about helping others and mentoring
- Manage and maintain calendars, coordinate meetings and travel arrangements
- Team player, but equally self motivated to work well independently
- Proficient with Microsoft Office, Word, Excel, Outlook
Languages
English
Native or Bilingual
Timeline
Client Advisor
RBC
06.2017 - Current
Stephanie's Cleaning Services
Self
09.2006 - 06.2017
Administrative Assistant
Roth Construction
06.2002 - 06.2017
Receptionist
Royal LePage Real Estate
07.1992 - 04.1993
High School Diploma -
W.C.EAKET SECONDARY SCHOOL
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