Professional Customer Specialist motivated to provide highest quality customer experience. Strong administrative and organizational skills. Dedicated to increasing customer satisfaction and retention through efficient and accurate problem resolution.
Financial analysis
Risk assessment
Compliance knowledge
Investment strategies
Client service
Data analysis
Insurance policies expertise
Market research
Regulatory compliance
Negotiation skills
Customer relationship management
Problem-solving abilities
Product knowledge
Time management
Networking skills
Presentation skills
Closing techniques
Finance and insurance consultant
CRM software
Complaint handling
Call center experience
Microsoft Excel
Customer service
Problem-solving
Decision-making
Customer relations
Negotiation strategies
Problem resolution
Adaptability and flexibility
Data collection
Critical thinking
Verbal and written communication
Team collaboration
Active listening
Follow-up skills
Multitasking and organization
Computer proficiency
Client relations