Latasha Bradley
Altavista
Summary
Accomplished and resourceful professional with over five years of experience in customer service, retirement planning, and team leadership. Skilled in managing schedules, handling data, and providing exceptional customer support. Proven ability to streamline processes, deliver high-quality service, and foster team success.
Overview
8
8
years of professional experience
Work History
Client Relations Representative
Edward Jones
12.2023 - 05.2026
- Maintains tax-related data and provides support to clients on complex tax issues and account related inquiries.
- Delivers timely responses to customer inquiries via call and chat support, reducing average response time by 20%.
- Taking 60-80 inbound phone calls daily using data entry skills and customer service skills to provide clients with a great customer experience
- Using Microsoft products like excel, word and office daily to keep up with production data.
- Using problem solving skills to handle more complex inquires.
- Educated clients on investment options and account management strategies.
- Assisted in resolving customer complaints promptly and professionally.
Retirement customer service Specialist
FIS
08.2023 - 12.2023
- Manages participant 401(k) accounts, handling an average of 50+ calls per day with a 98% resolution rate.
- Assists with website and app troubleshooting, decreasing user-reported technical issues by 25%.
- Provided exceptional customer support through multiple communication channels.
- Documented customer interactions accurately in the company database.
Retirement Customer Service Representative
John Hancock Trust Company
08.2022 - 07.2023
- Supported over 200 clients in managing 401(k) and retirement accounts, contributing to a 30% reduction in account errors.
- Streamlined retirement processes, leading to a 15% increase in processing efficiency and ensuring timely submissions.
- Assisted clients with inquiries regarding account information and services.
- Provided support to colleagues by sharing best practices and solutions.
- Provided excellent customer service to resolve customer complaints in a timely manner.
Sales Specialist Assistant
United Healthcare
01.2022 - 08.2022
- Assisted in enrolling 150+ new clients per month, increasing enrollment accuracy by 10%.
- Utilized government platforms for Medicare/Medicaid processing, reducing processing errors by 15%.
Transition Team Lead Supervisor
Concentrix
06.2018 - 08.2021
- Trained and mentored agents, streamlining their transition from training to on-floor work and reducing transition time by 25%.
- Managed weekly reports, improving departmental efficiency and achieving team targets consistently.
Education
Bachelor's Degree - Business Marketing
Liberty University
Skills
- Microsoft Office Suite
- Customer Service Excellence
- Multitasking & Time Management
- Communication & Problem Solving
- Team Development & Leadership
- Data Entry & File Management
- Technical Support & Troubleshooting
- Client relationship management
- Tax knowledge
- Microsoft Excel
- Customer support
- Data entry
- Technical troubleshooting
- Regulatory compliance
- Communication skills
- Problem solving
- Attention to detail
- Customer relations
- Professional telephone demeanor
- Call metrics
Timeline
Client Relations Representative
Edward Jones
12.2023 - 05.2026
Retirement customer service Specialist
FIS
08.2023 - 12.2023
Retirement Customer Service Representative
John Hancock Trust Company
08.2022 - 07.2023
Sales Specialist Assistant
United Healthcare
01.2022 - 08.2022
Transition Team Lead Supervisor
Concentrix
06.2018 - 08.2021
Bachelor's Degree - Business Marketing
Liberty University