Conducted outbound calls to confirm attendance for financial planning events. Managed prospect information using CRM systems and updated registration statuses. Coordinated appointments and maintained organized tracking spreadsheets. Assisted with lead follow-ups to increase event confirmation rates. Supported team members with administrative and operational tasks.

Handled high-volume inbound and outbound customer service calls. Assisted customers with inquiries, problem resolution, and account updates. Met and exceeded daily call performance metrics. Maintained professionalism while managing customer concerns. Accurately documented customer interactions in internal systems.

Handled inbound customer service calls in a fast-paced call center environment. Assisted customers with account inquiries, troubleshooting, and service updates. Met daily performance targets and quality assurance standards. Maintained professionalism and clear communication at all times.