Stephanie Abney
Alexandria
Summary
Detail-oriented professional with expertise in client management and compliance monitoring. Proven ability to streamline onboarding processes and maintain accurate records, ensuring compliance with tax regulations while enhancing customer relationships.
Overview
1
1
Language
7
7
years of professional experience
Work History
Tax Exempt Associate
Fidelity Investments
Covington
02.2023 - Current
- Coordinated client onboarding processes, ensuring seamless transitions for new clients.
- Communicated regularly with clients, fostering strong relationships and trust.
- Managed client inquiries, providing accurate, timely information to enhance client satisfaction.
- Maintained updated records in internal systems to ensure compliance.
- Handled incoming calls from customers regarding orders or other inquiries.
Customer Service Representative
First Financial Bank
Fairfield
09.2019 - 07.2021
- Handled customer complaints effectively, ensuring a positive experience.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Assisted customers with account inquiries and transaction requests.
- Answered customer inquiries and provided accurate information regarding products and services.
- Maintained accurate records of customer interactions using banking software.
- Educated clients on banking products and services tailored to their needs.
Education
High School Diploma -
Fairfield High
Fairfield, OH06-1990
Skills
- Tax compliance
- Compliance monitoring
- Customer onboarding
- Client management
- Client relationship management
- Client relationship management (CRM)
- Account management
- Problem resolution
- Communication effectiveness
- Time management
- Problem-solving
- Client engagement
Languages
English
Professional
Timeline
Tax Exempt Associate
Fidelity Investments
02.2023 - Current
Customer Service Representative
First Financial Bank
09.2019 - 07.2021
High School Diploma -
Fairfield High