Abhi Reddy

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Client Support and Operations Associate

Client support and operations associate at Chase, guiding client onboarding and resolving service inquiries.

United StatesClient Support and Operations Associate at Chase

Experience

Client Support and Operations Associate
Chase
Assessed client goals across 25–35 daily conversations, recommending services and resolving ~80% of inquiries on first contact. Guided 10–15 clients monthly through onboarding and service selection, with ~85% completing on the first attempt.
Customer EngagementNeeds AssessmentRelationship BuildingCustomer SatisfactionAccount SupportCustomer OutreachCustomer Follow upComprehensive Service RecommendationsConsultative CommunicationProduct and service educationNew CustomersAccount Setup AssistanceInformation verificationService Options GuidanceCustomer Relationship ManagementContinuous Interaction TrackingCustomer RecordsActivity LoggingFollow upCase ManagementInbound Call SupportEmail CorrespondenceActive ListeningIssue ResolutionEscalation ManagementIndependent workTime ManagementExcelOutlookTeamsMicrosoft OfficeTask Prioritization
Customer Service & Account Support Associate
State Farm
Responded to 20–30 client inquiries daily, explaining service options and procedures and coordinating support with appropriate teams. Proactively contacted 10–15 clients weekly to confirm outstanding information and review service options, supporting 8–12 account setups monthly.
Customer EngagementNeeds AssessmentRelationship BuildingCustomer SatisfactionAccount SupportCustomer OutreachCustomer Follow upComprehensive Service RecommendationsConsultative CommunicationProduct and service educationNew CustomersAccount Setup AssistanceInformation verificationService Options Guidance

Education

Indiana Wesleyan University
Master of Science degree from Indiana Wesleyan University, completed from 2023 to 2024.
Master of Science degree from Indiana Wesleyan University, completed from 2023 to 2024.
Anurag Group of Institutions
Bachelor of Technology degree from Anurag Group of Institutions, completed from 2019 to 2022.
Bachelor of Technology degree from Anurag Group of Institutions, completed from 2019 to 2022.

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Experience

Client Support and Operations Associate

Chase

Assessed client goals across 25–35 daily conversations, recommending services and resolving ~80% of inquiries on first contact. Guided 10–15 clients monthly through onboarding and service selection, with ~85% completing on the first attempt.

Customer EngagementNeeds AssessmentRelationship BuildingCustomer SatisfactionAccount SupportCustomer OutreachCustomer Follow upComprehensive Service RecommendationsConsultative CommunicationProduct and service educationNew CustomersAccount Setup AssistanceInformation verificationService Options GuidanceCustomer Relationship ManagementContinuous Interaction TrackingCustomer RecordsActivity LoggingFollow upCase ManagementInbound Call SupportEmail CorrespondenceActive ListeningIssue ResolutionEscalation ManagementIndependent workTime ManagementExcelOutlookTeamsMicrosoft OfficeTask Prioritization

Customer Service & Account Support Associate

State Farm

Responded to 20–30 client inquiries daily, explaining service options and procedures and coordinating support with appropriate teams. Proactively contacted 10–15 clients weekly to confirm outstanding information and review service options, supporting 8–12 account setups monthly.

Education

Indiana Wesleyan University

Master of Science degree from Indiana Wesleyan University, completed from 2023 to 2024.

Anurag Group of Institutions

Bachelor of Technology degree from Anurag Group of Institutions, completed from 2019 to 2022.