Customer Service Assistant

Location:

Posted:

November 02, 2010

Shara R. Baythavong

Columbus, Georgia 31909

********@*****.*** / 706-***-****

Objective

To work in a challenging administrative position at a reputable establishment, which will allow me

to utilize my existing skills and acquire new talent.

Education

2001 – 2004

State University of New York at Buffalo

B.A., Psychology

GPA: 3.2

• Psychology Research Assistant – scheduling participants, collected and recorded data

• Student Career Services Intern – assisted students in career library & helped with office duties to

include survey mailing, answering phones, and revised campus tour guide book

Experience

2007 – 2010

Account Administrator

Wells Fargo Advisors, LLC (Wachovia Securities) – Chapel Hill, NC

• Managed all administrative activities for a Financial Advisor Team

• Created solid working relationships with large client base and office team members

• Streamlined system for account opening, maintenance, and customer service standards

• Administered weekly team meetings, monthly mailing projects, and team objectives

• Managed incoming asset transfers, rollovers, IRA distributions, and monthly payments

• Successfully trained members of a new branch while acting as liaison for company merger

2006 – 2007

Client Service Associate

UBS Financial Services, LLC – Washington, D.C.

• Supported Financial Advisor (FA) in growing business

• Established service and operational standards for FA’s business

• Composed correspondence with clients on a regular basis

• Successfully managed monthly asset movement and large incoming asset transfers

• Processed incoming deposits, wires, account transfers, ordered supplies, tracked documents

• Receptionist for twenty line switchboard

2005

Legal Assistant - Foreclosures

Steven J. Baum, P.C. – Buffalo, NY

• Effectively composed legal documents for foreclosure case files for properties in State of NY

• Tracked and updated Fannie Mae and client record systems with case information / status