Customer Service Representative

***** ***** ****** ** • E lbert, CO ***** • 719-***-**** • ***************@***.***

Roberta Bertrand

Experience

**/**** ** * ****** Bert rand Accounting Elbert, Colorado

Solutions, I nc.

P resident

• Perform multiple accounting and bookkeeping tasks

• Complete tax returns and amendments

• Complete payroll reports and other employer tax concerns

• Interact with clients while answering phones or meeting face to face

• Manage accounts receivable and payable

• Answer any questions or concerns clients may have

• Entrusted with many private and personal client information

01/1999 to 11/2006 L ori N. Katz CPA, P.C. Elbert, Colorado

Paraprofessional

• Complete tax returns

• Complete payroll reports

• Interact with clients while picking up or dropping off their information

• Entrusted with many private and personal client information

• Keep t rack of petty cash and use it to purchase supplies

• Input and balance clients books

• Prepare financial statements in Excel and QuickBooks

07/1997 to 11/1997 MC I WorldCom Chandler, AZ

I nbound Customer Service Representative

• Assisted customers with any questions or concerns they had about their new or existing

long distance service

• Worked with smaller companies inside the company as a customer service

representative.

10/1996 to 04/1997 Centu ry Communications Colorado Springs, Colorado

Customer Service Representative

• Assisted customers with any questions or concerns they had about their new or existing

cable service

• Troubleshoot any problems that may be occurring with their cable

• If needed, set up work orders

• Set up new service for patrons

• Used customer retention skills to keep dissatisfied customers from leaving

• Worked as a backup for the front counter employees

• While working the front counter was in charge of cash bank, taking payments, and

receiving equipment

07/1995 to 09/1996 MC I WorldCom Colorado Springs, Colorado

I nbound Customer Service Representative

• Assisted customers with any questions or concerns they had about their new or existing

long distance service

• Top hit ter on sales team

• As lead associate performed many supervisory tasks

• Acted as supervisor whenever one was unavailable

Education

Pikes Peak Community Falcon, Colorado Associates degree

College (in process)

• Nursing degree (in progress)

Falcon H igh School Falcon, Colorado Diploma

• College Preparatory

Awards/Accomplishments

Customer Care Training 10/1996

The competitive Edge Training 11/1996

Customer Service Training 11/1996

Please see copies of attached certificates

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