tdlw3z@r.postjobfree.com

Objective: To utilize my customer service/administrative experience to effectively help an employer minimize their work load.

Fidelity Investments 12/98 to present

Quality Assurance Reviewer

Audit customer service calls for compliance procedures between reps and customers

Provide sales material to participants

Audit mainframe and workstation systems for assets that are transferred between 401k accounts and retail accounts

Establish new sales leads for representatives from unfounded reports

Confers with managers on compliance procedures

Today’s Temporary (Fidelity Investments) 6/97-11/98

Personnel Staffing Assistant

Examined resumes for customer service qualifications

Conferred with personnel management in making decisions to interview candidates for customer service positions

Administered background checks

Today’s Temporary (Fidelity Investments) 1/97-5/97

Inbound Customer Service Representative

Assisted customers with account features and balance information

Provided market news and quotes

Ordered sales material per customer’s request

Desoto Vending Company 8/95-12/96

Administration/Customer Service Assistant

Monitored inventory control/setup new vending accounts

Book keeping for the business

Scheduled appointments for customer who had vending machine repairs

Fidelity Investments 9/89-7/95

Cashier/Customer Service Representative

Open brokerage and mutual fund accounts

Posted checks to customers accounts

Made Daily deposits to the bank

Posted stocks and bonds to customers accounts

Handled payout request for customers

Resolved account problems according to policies and procedures

Trained staff on office audit compliance procedures

Nation’s Bank 2/82-8/89

Data Entry Representative

Data entered checks/stocks receipts to customers accounts

Skills:10 Key by touch, Word, Excel, Windows

Education: Mt View Jr College-Dallas, Texas

Cedar Valley Jr College-Lancaster, Texas

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