NAVNEET KAUR

Birmingham

Summary

Polite and professional person with strong communication and multitasking skills. Experienced in resolving customer complaints within company guidelines and using own initiative. Implements customer follow-up to uphold service standards and guarantee customer satisfaction.

Overview

year of professional experience

years of post-secondary education

Work history

Customer Service Administrator

Quilter financial planning ltd

Southampton, UK

03.2023 - 02.2024

Organised and prioritised tasks effectively to meet customer service targets and deadlines.
Provide administrative support to SFAs.
Updated customer information in the database, ensuring accuracy and reliability of records.
Utilised CRM software to streamline customer service operations and personalise customer interactions.
Processing ISA, CIA, and JISA transfer in applications, Creating New Business.
Taking ownership of New Business for the FA from application to completion – chasing customers, providers, identifying missing documents, and submitting business
Amending and updating the client's data on the CRM and FNZ platforms.
General administrator duties.
Maintained customer database, ensuring accuracy and confidentiality.
Improved customer satisfaction by promptly responding to enquiries.

Education

MSc - Computer Engineering

Southampton Solent University

Southampton

09.2020 - 06.2022

Skills

Having the ability to multitask
Having the ability to delegate and time management
Easily Adaptive
Having a Strong Work ethic or morale

Self-Confident
Attention to detail
Ability to work well under pressure
Never Giving Up attitude

Personal Information

Gender: Female
Marital status: Married

Custom

I hereby declare that all the above-provided information and details are correct and true to the best of my knowledge.

Technical Skills

CRM

Workflow

MS Office applications

Outlook express

Adobe Acrobat

References

References available upon request.

Timeline