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Remote Customer Service Professional with 10+ Years Experience

Oceanside, CA, 92057
... NPH Advisors Gathered required signed e-documents for new Advisors Provided support of LPL marketing materials for new Advisors Provided repapering support as needed for new Advisor’s to move their book of business to LPL Financial COLLABERA, INC. ... - Apr 27

Operations & Administrative Leader with Safety Expertise

San Diego, CA
... Warehouse Staff/ Training Advisor Jul 2017 - Jan 2020 Amazon Florance, Robbinsville, West Deptford, New Jersey Heavy ... Itemized stock, organized store daily shift financial records, conducted customer sales obligations and store organization. ... - Apr 27

Customer Experience & Operations Specialist

Stratford, CT
... Faith Advisor Receptionist Sep 2010 - Sep 2011 Directed incoming calls to appropriate departments, ensuring efficient communication flow. Processed files using Microsoft programs and managed financial shipments, contributing to operational ... - Apr 27

Mathematics-Driven Quantitative Researcher and Analyst

Wokingham, RG41, United Kingdom
... University of London, Financial Engineering in Interest Rates and FX Short Course Working Experience 2022-2023 Boros, Sales and Trading, Financial Negotiations 2018-2020 Basingstoke Library, Volunteering 2018-2019 Debenhams, Sales Advisor 2015-2016 ... - Apr 27

Results-Driven Client Relations Leader

St. Louis, MO
... eMetrotel, KNK Business System) Budget Oversight & Office Financial Management Social Media Marketing & Brand Support Event, ... 2024 – April 2026 Build and maintain strong customer relationships as a trusted advisor and advocate for positive outcomes. ... - Apr 27

Hard-working Accounting Student and Trader with Logistics Experience

Maricopa, AZ
... leading to anomalies outside normal dispatch operations Better Lending Mortgage Loan Originator/ Home Advisor 09/20/21- 3/14/2022 ● Collect financial information (e.g., taxes, debts) ● Evaluate creditworthiness and eligibility for obtaining a ... - Apr 26

Client Relations & Operations Professional

Des Moines, IA
... ● Worked as a liaison for Athene and ISO/Back Office/Agency support when the applications were handled directly between the client and financial advisor/licensed agent. ● Managed Midwest Family Mutual Property and Casualty insurance claims, ... - Apr 26

St. Louis PR Expert

St. Louis, MO
... Responsible for telling the firm’s story across Scottrade Financial Services, Inc. and its affiliate companies, including Scottrade, Scottrade Bank, Scottrade Investment Management, and Scottrade Advisor Services to transform its reputation beyond a ... - Apr 26

Administrative Professional with Regulatory Compliance Expertise

Lake Jackson, TX
... Wells Fargo Brazoria, TX Loan Advisor/Teller Supervisor 2018 - 2022 • Investigated and resolved customer disputes and claims, ensuring compliance with financial regulations. • Trained junior staff on documentation standards and regulatory procedures ... - Apr 26

Customer Service Leader Seeking Remote Role

Louisville, KY
... Technical Advisor Charter Communications Louisville,KY Dec2012 - Aug2014 Under limited supervision, provide excellent ... Customer Service Rep Anderson Financial Network Inc Bowling Green,KY December2006 - May2007 Accepted new customer ... - Apr 25
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