Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Zion Foster

Trappe,PA

Summary

Proven Client Service Representative at Vanguard, adept in customer support and relationship building, enhanced client satisfaction through expert resolution of conflicts and in-depth product knowledge. Excelled in a fast-paced environment, consistently surpassing performance metrics. Skilled in training personnel and ensuring confidentiality, showcasing a blend of technical proficiency and emotional intelligence.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Client Service Representative

Vanguard
08.2022 - 08.2024
  • Handled sensitive client information with discretion, ensuring confidentiality at all times.
  • Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
  • Managed incoming calls, providing prompt and accurate information to clients about products and services.
  • Cross-trained and provided backup support for organizational leadership.
  • Trained new personnel regarding company operations, policies and services.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Consistently met or exceeded performance metrics while juggling multiple tasks effectively under tight deadlines.

Education

Bachelor of Science - Business Management

Temple University
Philadelphia, PA
05.2022

Skills

  • Customer Support
  • Relationship Building
  • Call center experience
  • Order Processing
  • Customer Education
  • Client Relations
  • De-Escalation Techniques
  • Product and service knowledge

Certification

Finra - Series 7

Finra - Series 63

Kaplan - Wealth Management Specialist (WMS)

Timeline

Client Service Representative

Vanguard
08.2022 - 08.2024

Bachelor of Science - Business Management

Temple University
Zion Foster