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Customer Service Manager

San Jose, California, 95127, United States
March 10, 2011

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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

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