Customer Service Manager
Resume:
Jill Campbell
San Jose, Ca *****
**************@*****.***
Career Objective
My goal is to secure an administrative/financial or customer service
position. I welcome the opportunity to explore my potential contribution
to your company. I have worked for security brokerage firms for the last
thirty years. I look forward to discussing the possibilities
Skills and Abilities
Supervisory Services: Assist the Branch Manager with support staff and
administrative functions that focus on management, supervision of support
staff., administration and compliance related issues. Supervise and manage
Human Resources/benefits implementation of business plan. Review ledgers
to control costs, budget and resolve discrepancies. Works well in a fast
paced environment. Prioritize, transmit, distribute and receive orders.
Monitor and resolve problems. Assist in cross-training efforts of office
at Management request.
Attention And Detail: Contact and work with client to solve problems with
their accounts and margin collection. Maintain accurate records and control
of items received and disbursed in a fast-paced environment. Meet daily
deadlines for bank deposits and systems cutoff. Distribute and receive
orders, reports and messages with accuracy and in a timely manner. Managed
administrative issues. Processed all documentation for hiring branch
employees. Provide continual structured training in procedures, policy,
and business matters to support staff in conjunction with the Manager.
Ability to perform under pressure and meet deadlines. Ability to
communicate effectively with co-workers and clients. Cold call clients for
Financial Consultants.
Technical Knowledge: Literate and proficient in various PC applications
such as Microsoft Office, Windows and Netscape/Internet. Have accurate
speed of 65-75 WPM. Proven ability to quickly understand and operate
required software as well as other office systems.
Interpersonal: Demonstrated ability to accept supervisory responsibility
and interact well with associates as well as people on all levels. Skilled
training and motivating associates while maintaining proper workflow and
achieving planned objectives. Willing to learn new methods and procedures.
Solid desire to share my knowledge and special training with others.
Employment History
June 2002 to May2008 Senior Operations Associate
Citi Smith Barney, 2775 Sand Hill
Road, Menlo Park Ca. 94025
Responsibilities comprised of meeting the operational needs of seventy-five
Financial Consultants as well as daily stock processing, disbursements,
account and fund transfers. Identified and corrected margin and trading
inconsistencies. Ensured proper office workflow and balancing daily
requirement in high-pressured environment. Spear-headed a cross-desk
training program to ensure appropriate control is maintained in times of
associate absence or lapse.
June1990 to June2002 Senior Cashier
Smith Barney, 2775 Sand Hill Road,
Menlo Park Ca. 94025
Accurately receive incoming securities and payments from clients in a fast-
paced environment. Prioritize, transmit, distribute and receive orders,
reports and messages with accuracy. Maintain accurate records and control
of items received and disbursed.
Personal References Upon Request
Contact this candidate