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Kimberly Lynch profile image

Kimberly Lynch

Customer Support Specialist at Dexian Consulting
Intro Book
Customer support specialist with experience in finance, insurance, and retail.
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Location
Iron Station, North Carolina, United States, US
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Bio

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Kimberly Lynch is a seasoned customer support professional with 8+ years of experience in various industries, including finance, insurance, and retail. She holds a Bachelor of Science degree in Nutrition Sciences and certifications in Series 63 and Series 7. Currently, she works as a Customer Support Specialist at Dexian Consulting.

Credentials

  • Series 63
    FINRA
    May, 2021
    - Apr, 2026
  • Series 7
    FINRA
    May, 2021
    - Apr, 2026

Experience

  • Dexian Consulting
    • Customer Support Specialist
      • Nov 2023 - Present

      Contracted through Dexian and assigned to the Executive Complaint Office for Wells Fargo Advisors

  • Vanguard
    • United States
    • Financial Services
    • 700 & Above Employee
    • Mass Affluent Advisor Support Representative
      • Feb 2022 - Nov 2023

    • Advisor Support Group Representative
      • Apr 2021 - Feb 2022

  • CSAA Insurance Group, a AAA Insurer
    • United States
    • Insurance
    • 700 & Above Employee
    • Senior Customer Service Agent
      • Aug 2019 - Nov 2020

      Accurately processing requested transactions in accordance with sound underwriting guidelines to protect the financial well-being of the company and its ability to deliver on the promise of coverageTailoring offers for additional products and services to develop a comprehensive approach to ensuring customer satisfaction and helping to grow the businessHelped pilot and implement online service chat to better assist members by collecting data on common roadblocks experienced by online users and creating predefined content to effectively and efficiently communicate with clients via chat across the organization

    • Customer Service Agent
      • Jul 2017 - Nov 2020

  • Savers
    • Henderson, Nevada, United States
    • Sales Clerk
      • Aug 2015 - Apr 2017
      • Henderson, Nevada, United States

      • Provide excellent customer service by greeting customers, assisting with their needs, checking out customers in a timely, friendly manner and maintaining a clean sales floor.• Creatively assembled costumes from new and thrift merchandise to fit a customer’s need and budget• Helped to exceed sales goals for Halloween merchandise as well as our store’s yearly quotas for 2015

  • Rack Room Shoes
    • Sales Associate
      • Mar 2013 - Aug 2013

      • Provide accurate knowledge about different brands and types of shoes to fit a customer’s needs• Perform basic retail functions such as cleaning routinely, effectively preventing theft, checking out customers, and assisting with customers• Exceed quarterly sales quotas as well as charity donations, card sign-ups and other store goals

Education

  • 2013 - 2017
    University of Nevada-Las Vegas
    Bachelor of Science - BS, Nutrition Sciences

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Business and Professional Services”

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