Customer Service Manager
Resume:
Kimberly J. McNamee
Floyds Knobs, IN 47119
Home: 812-***-**** Cell Phone: 812-***-****
**********@*****.***
Objective
To be an integral part of an organization where I can use my talents and
skills to challenge me, motivate others, and produce quality achievements.
My Husband is currently working in Charleston and we are looking to
relocate our family to the area.
Summary of Qualifications
> Experience in Project Management with ability to coordinate the efforts
of many to meet Organizational goals
Supervisor/Manager of Branch Office, able to meet chaotic deadlines
Over 20 years of quality Customer Service
Provide computer support and Information Systems Services
> Event Coordination & Planning
Excellent professional skills including Research, Communications, & Problem
Solving
High in initiative and energy, with strong ability to exercise independent
judgment
Experience
Branch Office Manager/ Administrative/ Event Coordinator/ Training/
Customer Service Rep. - Twenty plus years of direct marketing and customer
service contact which included personally answering/solving customer
inquiries, scheduling & planned meetings and seminars, recognition events,
greeted guests, fee collection, correspondence, sending and receiving
processed documentation. Developed marketing/training format and traveled
to offices to train personnel on new marketing materials, systems, and
concepts. Created and calculated financial reports for clients, and
associated divisions. Pleasantly and professionally, interacted with
representatives and other key company affiliates to accomplish
organizational goals. Performed authorized transactions for client &
corporate accounts, tracked and kept logs of daily calls and transactions,
and managed marketing budget for region. Fielded phone calls and incoming
mail for regional manager. Gathered and produced research for investment
vehicles, insurance proposals, personal comprehensive financial plans, and
retirement plan (401k) proposals. Responsible for coordinating licensing
for company and its representatives, maintaining compliance records for
SEC/FINRA regulation and branch audits. Acted as intermediary
representative between brokers and clients. Scheduled training locations
and attendance for multi state locations. Processed purchasing requests
for supplies, business cards, travel arrangements, invoice payments for
overnight billings, offsite meetings, made deposits to corporate accounts,
and other general office needs. Assisted with HR recruiting, processed
documentation pre/post hire, and implemented new employees to their
departments.
Computer & Information Services - Implemented Microsoft Windows and network
system for office. Participated in due diligence for new computer software
for corporate wide use. Helped to convert region to new computer systems
and install technology upgrades. Troubleshoot any malfunctions and
computer errors caused by network or hard drive to allow for uninterrupted
office operations. Designed, implemented, and maintained functional
intranet web page for product department information and necessary forms
for corporate wide access. Directly input data to create financial plans
for 300 plus Financial Consultants. Created reports on spreadsheets,
forms, logs, newsletters, correspondence, labels, and charts from various
forms of software. Design innovative Power Point presentations. Maintain
multifunctional database for 300 + employees. Quick to learn new systems,
computer literate with most Microsoft systems, Internet, and Intranet
programming.
Supervisor - Supervised and managed several employees and customer service
personnel, created working schedules, responsible for interviews, reviews,
and reprimands. Authorized decisions for check authorizations, customer
credits and debits, and account changes. Trained employees on company
procedures and updates. Responsible for employee payroll as well as
processing time sensitive tax payments. Produced and maintained reports on
representative production sales and goals. Held monthly and weekly meeting
to coach employees for successful customer interaction, discussion and
resolution of employee concerns, and to distribute organizational goals and
information.
Page 2 Kimberly J.
McNamee
Employment History
Regional Investment Sales Admin/Office Manager 2002-Jan 2010
Fred Paige, VP Regional Investment Sales Manager
NatCity Investments, Inc
101 S. Fifth St. Loc 31-T11BB
Louisville, KY 40202
Financial Planning Administrator/ Coordinator 1996- 2002
Fred Paige & Sean Grindall, Product Manager
NatCity Investments
Louisville, KY 40202
Order Processing/ Team Leader 1995- 1996
American Air Filter
215 Central Ave.
Louisville, KY
Branch Coordinator/ Admin. Asst. 1993-1995
Nancy K. Maugel, CLU, ChFC
Financial Network Investment Corp.
900 West Valley Rd.
Wayne, PA 19087
Customer Service Representative: 1991-1993
(Call Center) Publishing
The Christian Science Publishing Society
One Norway St.
Boston, MA 02115-3122
Sales Assistant: Financial/ Brokerage Services 1989-1991 &1985-
1986
Shearson Lehman Brothers
53 State Street, 39th Flr.
Boston, MA 02109 (also Seattle, WA)
Customer Service Manager 1988-1989
Lechmere, INC., Weymouth, MA
Sales Assistant 1987-1988
Dean Witter Reynolds, San Mateo, CA
Purchasing Coordinator 1986-1987
The Christian Science Publishing Society, Boston, MA
Bank Teller 1984
Old National Bank, Bellevue, WA
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