Verified recordFinancial Services

Kelly Karas

Client Service Associate at Whitney & Associates

Based in Pittsburgh, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Pittsburgh

Industry

Financial Services

Company size

17

Contact information

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Email

1 credit

k•••••••@whitneyandassociates.org

Phone

5 credits

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Background

About Kelly Karas

Responsibilities include ordering all in-store products to maintain inventory supply. Excellent time management to ensure service routes begin/end in proper order for the most efficient and cost effective work day. Consult with customers and evaluate needs to guarantee desired results are met, resulting in excellent customer rapport. Transcribe and prepare bids for presentation with future clients. Established track record of direct customer sales and satisfaction for the last ten years. Daily responsibilities also include Accounts Receivable, prepare and distribute customer billing, process daily receipts and posting to customer records. Prepare daily deposit. Experience with Microsoft Office.

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