Customer Service Sales

CAREER SUMMARY

Ten years total experience in office and retail management, sales, and

customer service. Strong background in financial planning and

import/wholesale fields. Skilled multi-tasker, adept at organization,

masters new tasks quickly. Highly personable and professional in

appearance, comfortable with an affluent, demanding client base.

SKILLS

Strong Microsoft Office background

Types at 55 wpm

Knowledge of financial products and services, as well as their regulatory

requirements

Proven management ability

Scheduling, planning, and booking business travel, both domestic and

international

Experienced with mas90

CAREER HISTORY

Income Benefits Group 2008-Present

Office Manager/Administrative Assistant

. Directly assisted Managing Partners in daily operations

. Saw to clients needs, including transfers of stocks, withdrawals from

accounts and opening of new accounts

. Managed a small office staff

. Planned and booked domestic and international travel and

accommodations for the

Managing Partners

. Monitored office supplies and replenished as necessary

. Measured and monitored daily, weekly, quarterly, and yearly income and

expenditures

. Developed projections for future income

. Organized client files, ensuring both neatness and full compliance

with regulatory law

. Balanced client load amongst sales team and ensured all tasks were

completed

. Prepped all data for weekly team meetings as well as client meetings

. Managed advisor's calendar; scheduling meetings, appointments, and

travel

. Scheduled both new and existing clients appointments

. Handled first contact with prospective clients

French Look International 2005-2008

Customer Service Manager

. Hired, trained, and managed Customer Service team

. Data entry of orders and invoices

. Responsible for freight and parcel shipping, and coordinated office

and warehouse teams

. Managed client relationship; from sales through service issues and

accounts receivable

. Developed detailed knowledge of a diverse and changing product base to

support sales and service responsibilities

. Developed and expanded existing customer base through inside and

outside sales in both traditional and wholesale convention settings

ACADEMIC BACKGROUND

North Park University - BS in Biology, minors in Chemistry, English

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