Customer Service Training
Resume:
Andrea Pickerign
Woodville, WI 54028 Email:
***********@*****.***
Objective: To obtain a challenging position that will allow for
growth and an
opportunity to use and contribute my education and
job experience.
Experience:
Merrill Lynch
Stillwater, MN
July 2006 to Registered Client Associate
Present *Assist 4 Financial Advisors with all aspects
of client needs in relation
to brokerage account transactions and maintenance.
*Proactively contact clients regarding products and
services that will simplify
their financial lives.
*Am instrumental in maintaining ongoing client
relationships.
*Ensure that all forms of outgoing client
communication are compliant with
business procedures.
*Project management for college interns, coordinated
workflow amongst
all office staff to ensure college interns learn
many aspects of the business.
*New Issue Syndicate Coordinator.
11/2005 to Piper Jaffray
Stillwater, MN
07/2006 Registered Investment Assistant
*Assist 3 Financial Advisors with daily client
account transactions and
account maintenance.
*Prepare reports for client meetings.
*Establish new client accounts; ensure that all new
account features are added.
12/2000 to Woodbury Financial Services Woodbury, MN
10/2005 Brokerage Transfer Specialist
*Act as a liaison between Woodbury Financial Service's clearing
firm and brokers to communicate necessary procedures to
complete
transfers.
*Receive incoming as well as make outgoing calls to
Financial Advisors.
*Created training manuals for and assisted in the
training of
new employees.
08/1998 to Fortis
Woodbury, MN
12/2000 Mutual Fund Customer Service
*Assisted both shareholders and Financial Advisors
with all account inquiries.
* Maintained high incoming call volumes while meeting
Dalbar customer service
requirements.
*Assisted with account problems that require in-depth
research.
05/1997 to 3M
08/1997 Production Quality Assessment
*Assisted in the quality assessment of the finished
decorative
automotive badge and packaged products for shipment.
*Created and implemented training procedures for new
employees and
assisted with their training.
*Created a Communications Team for Vitro Operations
to ensure that all shift
employees received the same information in a timely
manner.
Education: University Wisconsin-Stout Menomonie, WI
Bachelor Science- Retail Merchandising 09/1991 to
05/1996
and Management
NASD Series 7 and 66 licensed
Emerging Leaders Graduate
References: Excellent professional references available upon
request.
Contact this candidate