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Client Services Representative

Location:
Jersey City , NJ, 07304
Salary:
$35,000
Posted:
October 03, 2011

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Resume:

VERONICA RODRIGUEZ Phone: 551-***-****

** ******** ***, ****** ****, NJ 07304 *********.**********@*****.***

SUMMARY: Ambitious, enthusiastic, driven individual looking for an entry level human resource opportunity. Seeking to change industries and leverage my effective communication skills, attention to detail, and client centric focus.

EDUCATION:

Seton Hall University South Orange, NJ

Bachelor of Science in Business Administration Graduation Date: May 2011

PROFESSIONAL EXPERIENCE:

Broadridge, Jersey City, NJ June 2011-Sept 2011

Client Service Representative

• Assisted clients with problem solving and all aspects of their accounts

• Served as the liaison between clients and any team who could assist with their Impact related issues

Bank of America, Edgewater, NJ Nov. 2009- May 2011

Sales and Service Specialist

• Promote and cross-market products and services by keeping clients informed of products, services, special promotions, and provide appropriate financial solutions via consultative review and proactive contact.

• Identify customers with additional profit potential and develop strategic action plans to address opportunities.

• Active participant in the Building Relationships with Customers trainings in order to develop a comprehensive understanding of client's needs through effective communication

• Foster a positive team environment through coaching, mentoring, and teamwork initiatives

Goldman Sachs, New York, NY June 2009- Aug. 2009

Internal Audit Summer Analyst

• Collaborated with other summer analysts in the completion of a department wide summer project; populated and distributed meeting agendas as well as meeting minutes.

• Assisted in conducting risk assessments and planning for financial, compliance and operational internal audit projects; performed risk-control analysis, development of audit programs, and supervision of audit tasks.

• Facilitated internal client meetings, identifying possible risks associated with respective business lines and providing solutions.

• Communicated significantly with all employee levels; eliciting, evaluating, and considering solutions to align controls with business risks and opportunities.

Fidelity Investments, Jersey City, NJ June 2007- Dec. 2007

NFS Compliance Administrative Intern June 2008- Aug. 2008

• Developed test templates using Written Supervisory Procedures; populated and revised test plans and risk assessments on SharePoint Directory.

• Implemented a new, streamlined process for the archival of previous years’ results, ensuring ease of access.

• Analyzed Policies and Procedures manuals assisted in their revision and distributed when new controls were implemented.

• Awarded the “Associate of the Quarter Award” for 3Q 2007 for exemplary intern support.

AREAS OF EXPERTISE:

• Proficient in Microsoft Office 2007, Microsoft Vista, and Windows 7

• Fluent in both spoken and written Spanish

• Excellent written and verbal communication skills, detail oriented, strong analytical skills, team player, self-motivated, quick learner



Contact this candidate