I’m an experienced Client Account Manager, Executive Administrative Assistant, and Customer Support Specialist with 6+ years of proven success in financial services, BPO, and e-commerce support. I specialize in delivering accurate, efficient, and high-quality operational and customer service support for global brands.
With a strong background in 401(k) account management, technical support, escalation handling, and dispute resolution, I bring a unique blend of administrative expertise, attention to detail, and client-focused communication.
What I Can Do for You?
– Client & Account Management
– Managing client accounts, tracking payments, and ensuring accurate record-keeping
– Preparing financial reports, summaries, and documentation
– Handling inquiries through
– Administrative & Operations Support
– CRM management (ClickUp, Asana, Salesforce)
– Data entry, record updates, and workflow coordination
–
– Customer Support & Technical Assistance
– Tier 1 & Tier 2 technical support (HP products: printers, laptops, accessories)
– Handling advanced escalations, credit cases, and managerial calls
– Coaching new tea
– E-commerce Support & Dispute Resolution
– Experience in Marketplace operations (eBay NA)
– Investigating buyer–seller disputes
– Making fair, compliant decisions on returns, refunds, and claims
– Coordinating with finance, compliance, and support teams
Tools & Platforms I Use:
Microsoft 365, Gmail, Excel, Google Spreadsheets
ClickUp, Asana, Salesforce
CRM and ticketing systems - Zendesk, Freshdesk
Softphone tools: Avaya, RingCentral, Webex, Amazon Connect
What You Can Expect?
– Professional and proactive communication
– Accurate, timely, and organized work
– Strong problem-solving and decision-making skills
– A positive, client-centered approach in every interaction
If you’re looking for a reliable professional who can manage operations, support clients, and deliver excellent service, I’d be happy to help. Let’s work together!
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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