Customer Service Representative

Marissa D Cummings

Email: ********@***********.***

Address:

City: Wheaton

State: IL

Zip: 60189

Country: USA

Phone: 630-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

Detail oriented, performance driven, customer service representative, dedicated to working successfully with members of a management team where good analytical skills, clear communication, hard work, and precise organization contributes to a profitable organization.

Educational Background:

High School Dipolma from Illinois State University, Normal IL 1/2001 to 5/2004 (Elementary Education)

High School Dipolma from, Normal IL 1/2001 to 10/2012

Job History / Details:

Career Focus

Detail oriented, performance driven, customer service representative, dedicated to working successfully with members of a management team where good analytical skills, clear communication, hard work, and precise organization contributes to a profitable organization.

Professional Experience

December 2007 to Current

Harbor Capital Advisors Chicago, IL

Investor Services Representative

Maintain client relationships from individual investors, institutional investors, and potential clients through frequent telephone communication.

Quality control phone calls for accuracy, content, tone, disclosures and customer service rapport.

Support Shareholder needs by performing exchanges, redemptions, purchases, and maintenance requests via telephone communication.

Assist Shareholders with processing and trouble-shooting transaction related issues both over the phone and on-line.

Pull Shareholder statements for Subpoena requests.

Perform Cost Basis calculations.

Document meeting minutes and agenda for weekly team meetings.

Process weekly flash and month end report for call stats, financial transactions, maintenance items, and complaint/compliment log.

Support Operations Team with daily tasks.

Created on-board training modules for the Investor Service Team and recorded narration to coincide for internal employee reference and new hires.

Helped maintain pace of 2012 team goals.

October 2010 to December 2011

Harbor Capital Advisors Chicago, IL

Dealer Services Representative

Handled inbound calls, transaction processing, and the dissemination of all pertinent fund, service and product information.

Worked with colleagues to ensure quality service to VIP customers.

Provided special dealer reporting monthly, quarterly, year-end, and ad hoc.

Communicated new funds and policy changes to dealers as well as contributed to the quarterly newsletter to back offices.

Performed quality review of transactions for back offices as well as departmental processes.

Monitored the fax queue and mail to ensure prompt delivery of items received.

Coordinated new Fund/SERV& Networking Agreements.

Reported large trade notifications internally and externally to Sub-Advisors.

Faxed/Mailed monthly statement requests to clients.

Approved/Denied DST Vision User ID's according to information provided.

Processed custodian to custodian transfers between financial institutions.

Set up new accounts.

Accomplishments

Leadership

Project development and initiative

Leads the team in customer service per NQR reports

Reliable and efficient

Volunteering

Task-orientated

Remarkable ambition and determination

Takes on additional responsibility of team work

Process Improvement

Provides excellent customer service through value addition

Diligent

Consistent follow through

Professional Licenses

Series 6, 63

Education

05/2004 Illinois State University Normal, IL

Bachelor of Science Elementary Education

Initial Teaching Certificate

Type 03

Contact this candidate