Britney Bennett
Mesa,AZ
Summary
Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty. Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.
Overview
11
11
years of professional experience
1
1
Certification
Work History
High Net Worth Support Representative
Vanguard
02.2023 - Current
- Contributed to building a positive work environment by maintaining strong relationships with coworkers.
- Developed and maintained relationships with customers to enhance customer satisfaction by responding to customer inquiries and provided technical assistance over phone.
- Actively participated in team meetings, sharing insights on best practices and potential improvements.
- Built rapport with customers through empathetic listening and understanding their unique needs or preferences.
- Logged customer data into company CRM system to foster strong account management and rapport.
Client Service Group Representative
Vanguard
03.2022 - 02.2023
- Understood each target customer's financial needs and identified unique needs.
- Cultivated positive relationships with clients to deliver timely service while informing clients discovering additional financial needs.
- Championed change initiatives that positively impacted workplace culture.
- Contributed to team sales goals by upselling products and services to customers.
Client Support Senior Associate
MORGAN STANLEY
10.2018 - 02.2022
- Worked on client complaints and escalations
- Receive calls from Clients in need of specific assistance
- Provided specific assistance from troubleshooting to resolution of client created errors
- Communicated with legal and compliance team to provide specific resolutions with company
- Protocols and investment law.
- Assisted coordination, organization and systemization to enhance workflow and production.
- Anticipated and adjusted workloads as necessary to accommodate client emergencies.
- Organized and maintained databases.
- Maintain an efficient, professional, courteous and calm demeanor throughout shift despite intensity of situations and circumstances.
- Performed investigative background research.
Service Center Representative
Massachusetts Mutual Life Insurance Company
05.2017 - 11.2018
- Built rapport while educating clients’ and agents on benefits, deadlines, balances and payout options.
- Collaborated with colleagues to problem solve procedures and department wide issues
- Collected client information to help facilitate distributions on a one-off basis and well as reoccurring annuity payments
- Reviewed possible tax implication as a result of withdrawal funds from client’s account.
- Educated client’s on different product option and corporate actions that could affect their account
Senior Service Professional
LPL FINANCIAL
05.2015 - 05.2017
- Assisted advisors, client and contra firms with questions related to opening a variety of accounts.
- Resolved problems associated with client accounts working closely with appropriate company departments
- Implemented and improved advisor relationships with team.
- Built team and co-worker rapport though increased communication and fulfilled advisor needs.
Customer Service Representative
Optimum
12.2012 - 04.2015
- Educated customers with billing inquiries and concerns
- Assisted customers with troubleshooting cable service issues
- Coordinated technician appointments
- Updated and informed customers of new products, pricing and policies
Education
Bachelor of Arts - Maj. Liberal Studies, Specializing in Physical Ed
San Diego State University
San Diego12.2012
Skills
- Active Listening
- Security Certification
- Conflict Resolution
- Understanding Customer Needs
- Critical Thinking
- Microsoft Excel
- MS Office
- Call Documentation
Certification
• Series 7
• Series 66
Timeline
High Net Worth Support Representative
Vanguard
02.2023 - Current
Client Service Group Representative
Vanguard
03.2022 - 02.2023
Client Support Senior Associate
MORGAN STANLEY
10.2018 - 02.2022
Service Center Representative
Massachusetts Mutual Life Insurance Company
05.2017 - 11.2018
Senior Service Professional
LPL FINANCIAL
05.2015 - 05.2017
Customer Service Representative
Optimum
12.2012 - 04.2015
Bachelor of Arts - Maj. Liberal Studies, Specializing in Physical Ed
San Diego State University
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