Customer Service Representative
Resume:
Sean Thomas
Dorchester MA ****2
617-***-**** (Cell)
617-***-**** (Home)
**************@*******.***
SUMMARY OF QUALIFICATIONS
Seeking a career that enables me to apply my current experiences to a position offering
professional growth.
Exceptional communication skills, ability to listen, speak and write effectively,
•
responding to issues with diplomacy and tact, extensive customer service experience in
supporting shareowners and clients, quick, accurate responses to client’s request and
broker/dealers, strong organizational and prioritization skills, high attention to details
Exceptional computer and telephone background, knowledgeable of software, keyboard,
•
calculator and 10-key skills, analytical problem solver, experienced in following detailed
procedures in a complex time sensitive environment and consistent quality and accuracy
in researching, reviewing and processing transactions, flexible and professional
demeanor, ability to work in a high intensity environment
•
PROFESSIONAL EXPERIENCE
Health Information Services Department
Dana Farber, Boston MA 2010-
Present
E.H.R Processor
• Prep, scan, index patient medical records into LMR and patient charts via Captiva System
• Scan and index patient health care Proxy via Captiva
• Index outside clinic queues such as Milford Hospital via Captiva System
• Processing pediatric documents for Children’s Hospital via Power Chart
• Quality Control and vast knowledge of the Captiva System and Power Chart
State Street, North Quincy MA 02171 2007-
2010
John Adams Building
Third Party Lending Specialist
Daily processing, monthly trade counts via excel, trade cancellations for Domestic and
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International, cash monitoring via emails, wires and cash collateral movement
Resume for Sean Thomas Page 2
Processing Domestic and International trades, fed trades, faxed trades, trade counts, trade
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reallocations, trade pending shares and archiving boxes
Assisting lending agents with their trades such as failed trades and sells that are failing
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shares on loan, assigns and answering inquires in the inquiry tracking system, assisting
co-workers, running lending application, handling negative share reports, end of day tie
outs, fax counts, communicating with lending agents, updating failed trades and pending
shares reports
Kelly Services/State Street, Quincy MA 02170 2006-
2007
Same responsibilities as State Street
Xerox Company, Chelsea MA 2005-
2006
Printed a variety of copies for the Chelsea Public School System and the City of Chelsea
Berklee College of Music, Boston MA 2004-
2005
• Provides mail services for students and faculty members, answer questions
• Processing UPS, FedEx packages and mail
• Sorting and delivering mail
John Hancock Signature Services, Charlestown MA 2003-
2004
Customer Service Representative
Responded to incoming calls, written correspondence from clients, shareowners and
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broker/dealers, verified information by operating a CRT regarding balances, purchases,
exchanges, redemptions, adjustments, wires, new accounts, tax reporting and statements
Accepted and processed telephone orders for trades including redemptions and exchanges
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as requested, conducted and researched to resolve routine problems, processed/submitted
adjustments to correct internal departmental errors and communicating changes to senior
specialist or line manager in a timely manner
Reviewed account information to ensure the accurate completion and quality
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confirmation of the previous day’s transactions, escalating issues to senior specialist or
line manager as required, completion of forms, maintenance of records and reports
EquiServ, Canton MA 2002-
2003
Customer Service Representative, Same responsibilities as John Hancock
Boston Financial Data Services, North Quincy MA
1999-2001
Customer Service Representative, Same responsibilities as John Hancock
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