Customer Service Manager

SUZETTE G. NOSSECK

***** ******** ****** ( Eastpointe, MI 48021

586-***-**** ( ******@*******.***

MANAGEMENT: CLIENT SPECIALIST / EXECUTIVE ASSISTANT

Driven, analytical client specialist with 10+ years of rich experience in

the areas of Management, Client Relations, and Financial Management.

Exceptionally well organized and resourceful, able to flourish in a

pressure-filled environment; build business; cultivate relationships, and

support administration processes. Proven acumen with strengths in

reporting, sales, business development, and customer relations building.

. Offers unparalleled integrity, initiative, resourcefulness, consistency,

and diligence in achieving business, financial objectives and both short

and long term goals.

. Excels in reporting, business development, and account management.

Results-oriented, able to balance multiple responsibilities, consistently

delivering results on time.

. Strong multi-tasking skills and a proven track record in: research,

vendor negotiation, coordination, and liaising with all levels of an

organization to ensure goals and objectives are met.

Core Competencies

Client Relations . Communications . Customer Satisfaction . Operations

Improvement . Financial Management . Human Resource Support . Strategy

Solutions . Relationship Building . AR/AP . Continuous Improvement . Vendor

Relations . OSHA Compliance . Cost Savings ( Process Improvement

PROFESSIONAL EXPERIENCE

2010 - Present, An opportunity to pursue my education and continue my

staying abreast of new and emerging trends in financial and management

sectors of the industry.

Straightline Advisors

2008 - 2010

Client Specialist

Aided with customer assistance duties via Salesforce and Charles Schwab

Institutional site. Authored client trade settlements, reconciliations,

processed client deposits and transactions. Operations included processing

client forms, account opening/changes, TOA processing, billing, quarterly

reporting, answering daily client questions, cashiering and check requests.

Key Accomplishments:

. Realized revenues of $1M through excellence in customer service and

business development.

. Clinically documented all policies and procedures.

. Attended to customer service issues and ensured resolutions which are

prompt and are of quality.

Historic Madison Foundation (NPO)

2006 - 2008

Office Manager

Effortlessly performed all office management duties which included payroll,

AR/AP, budget control, reporting invoicing and preparation of financial

statements. Audited Health Insurance payments, deductions and prepared

Federal and State monthly and quarterly estimated tax payments. Organized

minutes of meetings, ledger entry, edited transmittals and memorandums for

organizational support. Tracked memberships, contributions, grant incomes,

rental incomes and various other income streams. Clinically managed the

calendar for Executive Director. Planned seminars, board meetings and

volunteer appreciation events.

Office Manager continued...

Key Accomplishments:

. Provided CEO secretarial support which included document management,

calendar organization and collateral preparation for meetings.

. Thrived to deliver within deadlines and ensured precise and on-time

completion of all projects.

. Conceptualized and implemented new software for office administration.

Magellan Investment Group - Magellan Securities, Inc.

1997 - 2006

Executive Assistant - Broker/Dealer

Supported President and performed all management roles such as reporting,

AR/AP, auditing, commission payable, invoicing, payroll and departmental

activities. Provided excellent customer service, managed mutual funds

within 401K and aided the sales team. Delivered proven acumen in

insurance, annuity products, research, analyzing and tracking financial

data. Examined new client base, broker relationships, coordinated

compliance meetings and wrote supervisory procedures, privacy policy and

government regulatory filings. Successfully achieved targets and

efficiently managed a multi line phone system and resolved customer issues.

Key Accomplishments:

. Aided by providing marketing materials and financial proposals and

processed all investment transactions.

. Reduced costs on business travel and accommodations by 50%.

. Managed human resources, insurance, and risk management departments

with outstanding efficiency,

cutting cost by up to 25%

Additional Experience

(Details available upon request)

Administrative Assistant, Classic Cuisine Catering

Sales Manager/Secretary, Mid-West Wire Products Inc.

EDUCATION AND TRAINING

BBA, Management and Human Resources (in progress)

Rochester College

Associate of Science Degree in Marketing

Associate of Science Degree in Business Management

Macomb Community College

Training and Development

Office Specialist Program - Microsoft Word, Excel, PowerPoint, Access,

Outlook

New Horizons Computer Learning Center

TECHNICAL SKILLS

Peachtree, Quickbooks, Microsoft Office Suite (Word, Excel, PowerPoint,

Access, Outlook)

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