Kari Lakes
Bellevue
Summary
Dynamic professional with a proven track record in client relationship building and CRM software proficiency, honed at Investment Analytics. Excelled in enhancing client satisfaction and streamlining account management. Demonstrates exceptional interpersonal communication and empathy, alongside a knack for system implementation and training development. Achieved significant improvements in client onboarding processes.
Overview
7
7
years of professional experience
Work History
Client Support Specialist
Investment Analytics
08.2024 - Current
- Maintained detailed records of client interactions, facilitating seamless handoffs between team members when necessary.
- Assisted with the development of marketing materials targeting prospective clients, showcasing the value of our company''s services.
- Managed client accounts with attention to detail, ensuring accurate billing and recordkeeping.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Played a key role in the onboarding process for new clients, ensuring they were well-equipped to make full use of our services.
Professional Nanny
Self-employeed
03.2018 - Current
- Supported children in play activities, meals, and snacks, hygiene and socialization.
- Assisted with light housekeeping duties as well as running errands.
- Maintained household cleanliness through light housekeeping tasks, contributing to a well-organized living space for the entire family.
- Built positive and nurturing environments to support child social and emotional growth.
Education
Bachelor of Science - Psychology
University of Cincinnati
Cincinnati, OH05-2025
Associate of Science - Psychology
Gateway Technical And Community College
Edgewood, KY12-2021
Skills
- Interpersonal and written communication
- Client relationship building
- Empathy and patience
- Support inquiry assistance
- Verbal and writing communication
- CRM software
- Data entry
- System implementation
- Billing adjustments and refunds
- Training development aptitude
Timeline
Client Support Specialist
Investment Analytics
08.2024 - Current
Professional Nanny
Self-employeed
03.2018 - Current
Bachelor of Science - Psychology
University of Cincinnati
Associate of Science - Psychology
Gateway Technical And Community College
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