BOITUMELO MOSHOETTE
Client Service Specialist
Johannesburg
Summary
Experienced with managing client interactions and resolving service issues promptly. Utilizes excellent communication skills to foster strong client relationships and ensure satisfaction. Track record of using problem-solving abilities to address client needs and enhance service quality.
Overview
11
11
years of professional experience
Work History
Service Advisor
Liberty Center, Liberty Group
02.2014 - 02.2018
- Increased sales by 25%
- Provided expert guidance to clients, enhancing service efficiency and ensuring resolution of complex inquiries in a timely manner.
- Managed over 25 customers in- person per day.
- Maintained and updated customer records during interactions.
- Provided exceptional customer service, resolving complaints diplomatically and efficiently.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Exhibited high energy and professionalism when dealing with clients.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Financial Advisor
Liberty Tied Agency, Liberty Group
02.2018 - 02.2022
- Fostered strong client relationships through regular communication.
- Assist customers daily via chat and email.
- Increased client satisfaction and retention rates.
- Customer Support: Suggest additional products or services that may benefit the customer, enhancing their experience.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Deliver consistent, accurate, and detail-oriented support with a focus on quality service
- Clarify charges, generate statements, and process billing adjustments.
- Ensured compliance with industry regulations and company policies while serving client's best interests.
- Regularly met 85% of my new business sales targets.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Customer Service Representative
Telesure Investment Holdings
03.2022 - 02.2025
- Query Handling: Efficiently and empathetically address and resolve customer complaints or issues to maintain customer satisfaction and loyalty.
- Collaborated effectively within a team and adapt to structured workflows
- Clarifying charges, generated statements, and processed billing adjustments.
- Managed to keep a 90% retention rate.
- Applied retention strategies as part of daily responsibilities.
- Address collections and billing inquiries, including payment plans, account balances, and overdue payments.
- Provided product recommendations and introduce customers to upgrades, higher-value items, or add-ons to enhance their purchase experience.
Education
Regulation Examination certificate - Regulation
Financial Planning Institute
01-2015
NQ 5 Financial planning - Financial Planning
Milpark Institute of Financial Planning
06-2021
Bachelor of Commerce (Gen) - Commerce
Milpark Education Institute
06-2027
Virtual assistant certificate - Administration
ALX Africa
11-2022
Matric - High School Education
Micro Learning Academy
Johannesburg, South Africa12-2008
Skills
- Client Centric
- Extensive experience as a Client advisor
- Ability to multi-task, organize, and prioritize work
- Curious and courageous
- Ability to anticipates consequences and adapts problem solving based on continual feedback
- Understanding the importance of providing clients with regular reports and updates
- Experienced in engaging the maintenance of current client accounts and prepare for the onboarding of new clients
- Service efficiency improvement
- Team collaboration
- Decision-making
- Attention to detail
Timeline
Customer Service Representative
Telesure Investment Holdings
03.2022 - 02.2025
Financial Advisor
Liberty Tied Agency, Liberty Group
02.2018 - 02.2022
Service Advisor
Liberty Center, Liberty Group
02.2014 - 02.2018
Regulation Examination certificate - Regulation
Financial Planning Institute
NQ 5 Financial planning - Financial Planning
Milpark Institute of Financial Planning
Bachelor of Commerce (Gen) - Commerce
Milpark Education Institute
Virtual assistant certificate - Administration
ALX Africa
Matric - High School Education
Micro Learning Academy