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Abhi Reddy

@abhireddy1

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

At Chase, I assess client goals across phone, email, and messaging conversations, recommend relevant services, and resolve inquiries. I also guide clients through onboarding and service selection, coordinating setup and verifying information.

I track client interactions, account updates, and follow-ups in CRM and tracking systems, and connect clients with specialized internal teams when needed. At State Farm, I supported client inquiries, account setups, and accurate case tracking.

Experience

Work history, roles, and key accomplishments

Current

Client Support and Operations Associate

Current

Chase

Aug 2024 - Present (2 years 2 months)

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 Service & Account Support Associate

State Farm

Jan 2022 - Dec 2022 (11 months)

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.