Training Services

Location:

Posted:

September 03, 2010

Carol A. Acker

Nixa, MO *5714

Experience: September, 2001 to April, 2010 - H&R Block

Tax Professional -

- Individual tax preparation by thorough in-person

interview with clients, using the company's propriety tax

software application.

-Researched tax related questions and issues and responded

to clients appropriately and with a timely manner.

-Acted as a liaison between client and other financial

firms.

April, 1981 to July, 2001 - Merrill Lynch

Registered Client Associate -

- Client servicing, both in person and on phone, including

opening accounts, problem resolution, order processing.

-Interacted effectively with various departments within

Merrill Lynch and with outside firms and agencies

- Facilitated and processed account transfers.

Administrative Trainer -

-Assumed responsibility for training new assistants on

Merrill's systems and procedures.

- Reviewed new procedures and products and presented them

at monthly operational meetings.

Client Services Representative -

- Interviewed all prospective clients.

- Assigned all prospects, through detailed profiles, to

compatible Consultants.

- Serviced clients by opening accounts, explaining

services, giving investment advice, and entering orders.

Education: SUNY @ Cortland, Cortland, NY

Bachelor of Arts. Elementary Education with Math

Concentration.

References: Available upon request.