Chantel Harris
Norcross
Summary
A hardworking, results-driven professional with a strong commitment to excellence. Highly team-oriented and goal-focused, I strive to contribute to collective success while continuously developing skills and knowledge. Recognized for my adaptability, problem-solving abilities, and dedication to delivering high-quality outcomes in every project I undertake.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Participant Relationship Manager
Morgan Stanley
Alpharetta
11.2021 - Current
- Educated clients on account services, and resolved client inquiries regarding statement information and account balances.
- Met customer call guidelines for service levels, handle time, and productivity.
- Collected confidential financial information from clients to construct comprehensive financial plans.
- Helped a large volume of customers every day with a positive attitude and a focus on customer satisfaction.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Cultivated long-lasting client relationships based on trust and solid understanding of business needs.
- Resolved concerns with products or services to help with retention, and drive sales.
- Introduced clients to available online resources and services to increase convenience.
- Connected with clients through consultative sales strategies to understand and address their requirements.
- Called existing and prospective customers to evaluate their desires and offer financial advisor options.
Customer Service Representative
Ryder
Alpharetaa
11.2020 - 11.2021
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Handled customer escalations from drivers to solve issues and restore customer satisfaction.
- Recorded customer encounters through detailed notes and maintained comprehensive records.
- Coordinated responses to emergencies by dispatching vehicles and bringing in additional personnel.
- Delivered exceptional customer service resulting in consistent excelling customer satisfaction score.
IT Technical Support Representative
Kelly Connect- Apple
WFH
10.2019 - 11.2020
- Assisted customers in identifying issues and explained solutions to restore service and functionality.
- Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
- Collaborated with supervisors to escalate and address customer inquiries or technical issues.
- Used ticketing systems to manage and process support actions and requests.
- Submitted service tickets for equipment maintenance requests.
Claim Representative
State Farm
Alpharetta
11.2018 - 07.2019
- Checked documentation for accuracy and validity on updated systems.
- Carried out administrative tasks by communicating with clients, distributing mail and scanning documents.
- Verified client information by analyzing existing evidence on file.
- Generated, posted and attached information to claim files.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Processed and recorded new policies and claims.
Customer Service Representative
Concentrix
Fremont- WFH
03.2018 - 10.2018
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Prepared simple to moderate state tax-related financial statement calculations, entries and disclosures.
Cashier
Ross
Lawrenceville
03.2017 - 06.2017
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Helped customers complete purchases, locate items and join reward programs.
- Restocked and organized merchandise in front lanes.
Cashier
RaceTrac
Lawrenceville
06.2016 - 02.2017
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Helped customers complete purchases, locate items and join reward programs.
- Restocked and organized merchandise in front lanes.
Hostess
TGI Fridays
Duluth
02.2015 - 06.2016
- Took reservations and to-go orders by phone, answered customer questions and informed of accurate wait times.
- Answered customer questions about hours, seating and menu information.
- Assigned patrons to tables suitable for needs and restaurant section rotation.
- Supported servers, food runners and bussers with keeping dining area ready for every guest.
Administrative Assistant
Milner
Norcross
03.2014 - 01.2015
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
Education
High School Diploma -
Duluth High School
Duluth, GA05.2015
Skills
- Data Entry and Maintenance
- POS Systems and Ordering Platforms
- Teamwork and Collaboration
- MS Office
- PowerPoint
- Analytical and Critical Thinking
- Organization and Time Management
- Team Building
- Data Entry
- Banking Industry Information
- Call Documentation
- Upbeat and Positive Personality
- Efficient and Detail-Oriented
- Attention to Detail
- Customer service
- Strategic Planning
- Team Leader
- Fast learner
- Patience
- Adaptive team player
- Triage
- Network support
- Data Analysis Skills
- Computer Literacy
- Troubleshooting
- Negotiation
- Sales
- Claim processing
- Client relations
- Punctual/Reliable
- Accounts payable
- Workflow Management
- Employee Coaching and Motivation
- Performance Tracking and Evaluations
- One Call Resolution
- Leading Team Meetings
- Work Prioritization
- Positive and Constructive Feedback
- Retail Knowledge
- Compliance
- Cash handling/ Money management
- Client rapport
- Salesforce
- Customer support
- Deposits
- Proactive
- Cross selling
- Financial services
- Upselling Techniques
- Problem solving
- Processing transactions
- Accounting
- Honesty and integrity
- Typing
- Attention to detail
- Quality assurance
- Documentation
- LAN
- Active Directory
- VPN
- Citrix/Salesforce
- Data analysis
- Information security
- Finance
- Microsoft Excel
- Research
Certification
- SIE
References
References available upon request.
Timeline
Participant Relationship Manager
Morgan Stanley
11.2021 - Current
Customer Service Representative
Ryder
11.2020 - 11.2021
IT Technical Support Representative
Kelly Connect- Apple
10.2019 - 11.2020
Claim Representative
State Farm
11.2018 - 07.2019
Customer Service Representative
Concentrix
03.2018 - 10.2018
Cashier
Ross
03.2017 - 06.2017
Cashier
RaceTrac
06.2016 - 02.2017
Hostess
TGI Fridays
02.2015 - 06.2016
Administrative Assistant
Milner
03.2014 - 01.2015
High School Diploma -
Duluth High School