Manager Customer Service
Resume:
**** *. ***** *** 414-***-****
Oak Creek, WI ****4
******@*****.***
Stefanie Komorowski
Education August 2001 - May 2005 GPA 3.1
University of Wisconsin – Milwaukee
BS in Criminal Justice and Psychology 05’
*National Dean’s List – 3 years
May 2010- August 2010 GPA 3.9
Carthage College- Kenosha
Paralegal Generalist Certificate
Relevant
Experience Financial Planning:
2007- Present Client Service Manager- Ameriprise Financial,
Inc.
Brookfield, WI
• Prepare client statements as preparation for meetings
• Run life insurance and long term care insurance proposals
Contact underwriters to discuss pre-approval for potential candidates
Create net worth statements for clients from gathering all of their data from all of
outside sources; mortgage, house worth, IRAs, etc.
• Answer incoming calls from clients and other institutions and field difficult client
questions
• Document notes from Senior Financial Advisors meetings and organize them into
a client database system
• Extensive communication with other financial companies regarding trades,
transfers, requests, etc.
Σε νιορ Marketing coordinator for client appreciation events and prospect
•
recruiting and make travel arrangements
Sales and Management:
2002 - 2007 Assistant Office Manager – Menard’s
Oak Creek and West Allis, WI
• Prioritized and performed tasks efficiently; including money management
and documentation
• Trained over 25 new associates
• Responsible for customer service management
• Exceeded my responsibilities by regularly attending seminars and management
trainings
• Led monthly meetings regarding the well-being of Menard’s employees
Social Justice:
2004 - 2005 Intern – St. Rose Youth and Family Center
Milwaukee, WI
• Worked in a team to organize daily activities as a part of the Family Reunification
Program
• Guided troubled children and teens with educational and emotional support
• Was responsible for supervising children and teens during visits with their parents
in prison
• Daily use of the Bureau of Milwaukee Child Welfare Database
Summary of
Qualifications
• Experience with Westlaw, Microsoft Excel, Microsoft Word, Microsoft Power
Point, Photoshop, Database, Microsoft Outlook, Lotus Notes, Internet Explorer
• Analytical, organized, excellent communication and problem solving skills
• Multiple leadership experiences, a team player, love to be busy and get work
done quickly and efficiently
References
William Worley
•
Assistant Front End Manager- Menards, Inc.
Andrea Finch
•
Lead Teller- M&I Bank
• Jeffrey R. Petrus
Associate Financial Advisor- Ameriprise Financial, Inc.
Contact this candidate