Veronica R Valenzuela
Fullerton
Summary
Experienced and reliable Client Service Representative with a strong background in financial services and client relationship management. Adept at supporting clients with account maintenance, investment transactions, and financial product inquires. Known for delivering prompt, accurate service while ensuring strict adherence to regulatory requirements and confidentiality standards. Skilled in communicating investment information clearly, coordinating with advisors and operations teams, and utilizing financial systems and CRM platform. Committed to delivery exceptional service and building long-term client relationships.
Overview
21
21
years of professional experience
Work History
Client Service Representative
Stonehaven Financial Group
09.2018 - Current
- Screen Calls and direct them to the appropriate department
- Respond to client inquiries via phone, email or in person and ensure timely and accurate communication
- Prepare and review new account paperwork, ensuring accuracy and compliance with regulations
- Assist in the process of onboarding new clients, including gathering information and preparing necessary documentation
- Maintain client files, updating information and organizing documents
- Provide excellent customer service to clients, addressing their needs and resolving issues efficiently
- Follow up on client inquiries and requests, ensuring timely and accurate responses
- Prepare materials for client meetings
- Manage client accounts
- Track client interactions and performance
- Provide regular updates and reports to clients when needed
- Manage the financial advisors calendar, scheduling client meeting and coordinating travel arrangements
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
Visual Merchandiser
Kohls Fullerton
01.2015 - 09.2018
- Assembled visual in-store displays
- Communicated with store teams to plan floor and merchandise layouts
- Assessed weekly directives in order to fulfill merchandising needs and properly showcased key items
- Created weekly/monthly floor sets for rollouts
- Set up in-store fixtures, oversaw store renovations and new launches
- Created eye catching product displays
- Maintained high level of detail
- Maintained store and dismantled displays during and after promotion periods
- Staged and styled mannequins and appropriate lighting to display merchandise for best in-store presentation
- Staged and set up promotional, seasonal, lifestyle graphics thought the store
Jewelry Supervisor
Kohls Fullerton
01.2011 - 01.2015
- Assisted customers in the jewelry department
- Drove sales in order to meet company expectations
- Set up caselines and floor layouts to company planograms
- Executed a weekly diamond count
- Ensured freight would be pushed out in a neatly and timely manner
- High levels of detail required in order to maintain eye catching jewelry displays
Customer Service/Cash office Associate
Kohls Fullerton
01.2009 - 01.2011
- Handled customer returns and customer issues
- Answered phones and assisted customers with questions that they had
- Assisted customers with purchases
- Executed store cash balancing from previous night
- Counted and handled cash flow
- Deposited and ordered store money
- Balanced safe, prepared tills, and prepared register bags for next sales date.
- Investigated discrepancies of cash register and POS System totals to resolve errors.
Sales Associate
Fashion Village
01.2004 - 01.2009
- Assisted customers on sales floor
- Handled fitting rooms
- Pushed out new merchandise
- Assisted customers on the register
Education
Associates Degree - Liberal Art
Cypress College
Cypress, Ca05-2011
High School Diploma -
Buena Park High School
Buena Park, CA06-2008
Skills
- Bilingual (English and Spanish)
- Excellent communication skills
- Strong problem solving
- Ability to build and maintain relationships
- Customer Service Orientation
- Organizational and time management skills
- Quick learner
- Responsible
- Well Organized
- Punctual
- Reliable
- Hardworking
- Strong work ethic
- Adaptability
- Self-motivated
- Leadership Skills
- System documentation
- Client support
- Database management
- CRM software
- Account management
- Customer support
Timeline
Client Service Representative
Stonehaven Financial Group
09.2018 - Current
Visual Merchandiser
Kohls Fullerton
01.2015 - 09.2018
Jewelry Supervisor
Kohls Fullerton
01.2011 - 01.2015
Customer Service/Cash office Associate
Kohls Fullerton
01.2009 - 01.2011
Sales Associate
Fashion Village
01.2004 - 01.2009
Associates Degree - Liberal Art
Cypress College
High School Diploma -
Buena Park High School
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