Sales Customer

Barclay Vajda

***** * ********* *** ******** Hills, AZ 85268

602-***-**** ******@********.***

Education

University of San Diego, School of Business Administration,San Diego, CA

International Master of Business Administration (IMBA, May 2011)

Arizona State University Tempe, AZ

Bachelor of Science, 1999

Professional Experience

2010 OrangeSlyce, Scottsdale, AZ

E-mail Marketing Cordinator(Internship)

• Responsible for researching customer base, maximizing SEO and ROI.

• Provided suggestions for website updates and was part of website testing which resulted in company growth.

• Reviewed Google Analytics reports and provided analysis.

2005-2009 American Funds, Scottsdale, AZ

Senior Shareholder Representative

• Assisted shareowners and financial advisers with performing various tasks on IRA, Simple, Sep and 401K

accounts.

• Educated shareholders and financial advisers on what transactions were allowed on the different account types

pertaining to transfers, contributions and compliance matters.

• Assisted other associates with answering complex questions regarding the products offered by American Funds

which saved the company time and money by preventing potential company losses.

• Responded to internal and external inquiries and requests in a responsive and effective manner.

• Explained tax rules and regulations pertaining to redemptions and contributions to shareholders.

• Participated on test software pilot rollouts.

2001-2005 MFS, Phoenix, AZ

Client Coordinator

• Answered inquiries from shareowners, representatives and third party administrators. Processed redemptions,

exchanges, and updated account information.

• Educated customers about MFS funds and the various services available to them which reduced company costs.

• Mentored new Teleservice Representatives in order to help them become acclimated to their new position more

quickly.

• Provided a diverse range of account specific processing, including time and price sensitive adjustments,

transactions and exceptions.

• Anticipated customer concerns and restored customer confidence by providing solid costumer service.

• Explained specific legal requirements that were necessary in order to make account transfers and redemptions.

2000-2001 Charles Schwab, Phoenix, AZ

Registered Representative

• Placed trades for customers, researched questions and obtained information about customer accounts in a

thorough manner, cross sold products which helped company increase sales.

• Educated customers about mutual funds, stocks, bonds, options and certificates of deposit. Obtained series 7 and

63 licenses.

Interests

• Built beehives in Tecate, Mexico as part of community service project.

• Interests include: travel in South America and playing tennis.

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