Jeff Purkey
Escalation Specialist at Wells Fargo | Resolving Complex Customer Issues | Driving Client Satisfaction
- Role
- Escalation Specialist at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jeff Purkey
As an Escalation Specialist at Wells Fargo Advisors, I transform complex customer…
Experience
Escalation Specialist
Dec 2020 — Present · Charlotte, NC, US
Deliver exceptional customer service and timely resolution for a broad range of escalated customer complaints, using active listening and keen interpersonal skills to optimize the customer experience.• Engage with customers to build rapport, identify needs and pain points, and create customized solutions that drive satisfaction, repeat business, and positive reviews.• Liaise with internal and external partners to investigate, research, and reconcile customer issues, prioritizing issues according to urgency while meeting tight deadlines in a fast-paced environment.• Consult with Escalation Representatives to ensure a smooth intake process; coach and mentor new Escalation Specialists to promote continuous improvement and professional development.• Make actionable recommendations for improving workflow efficiencies within the Enterprise Complaints Management Office through the use of automation.
Education
Lindenwood University
Bachelor's Degree
Skills
- Financial Analysis
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Disability Insurance
- Budgets
- Life Insurance
- Finance
- Securities
- Estate Planning
- Microsoft Excel
- Insurance
- Strategic Planning
- Retirement Planning
- Sales Management
- Iras
- Social Networking
- Networking
- Rental Real Estate
- Wealth Preservation
- Retirement
- Strategic Financial Planning
- Multi-Generational Wealth Transfer
- Asset Allocation
- Mutual Funds
- Risk Management
- Investments
- Series 7
- Customer Service
- Fixed Annuities
- New Business Development
- Real Estate Financing
- Real Estate
- Sales
- Wealth Management
- Financial Advisory
- Financial Services
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