Customer Service Manager

Lynne B. Thurston

**** **** ****** *************@***.***

Lubbock, TX 79407 214-***-****

Admini st rat ive Spec ia l i st

Highly adaptable professional with over fifteen years of experience in fast paced offices. Proven skills include attention to detail, research and analysis, and the ability to explain complex policies or concepts in a straightforward, easy-to-understand manner. Adept in all phases of operations, administrative support, and customer service. A self-starter who works independently or collaboratively in a team setting as necessary. Willing to lead, organize or implement.

Core Ski l l s

Perform data update, aggregation and research

Provide compliance documentation

Exhibit reliability

Process account documents

Populate CRM software

Maintain client confidentiality

Prepare correspondence and coordinate calendars

Adopt & share available & emerging technology

Utilize MS Office software competently

Proactively support executives

Employ excellent verbal and written skills

Plan and facilitate client events & seminars

Assist CPAs with cost basis & other tax items

Submit expense reports

Kolby A Index Results – Fact Finder 4, Follow Thru 8, Quick Start 2, Implementor 5 StrengthFinders Themes – Maximizer, Harmony, Relator, Input, Intellection Profess ional Exper ience

Ameriprise Financial Services Dallas, TX

Client Service Associate 11/11 to 5/17

Prepare meeting documents by obtaining data and product specifics, analyzing annuity riders, generating performance reports, tracking cash flows, and presenting income solutions. Alert advisors to opportunities and concerns. Participate in client meetings, detail issues discussed and perform client service follow up. Interface with other financial institutions to facilitate money and account transfers. Collaborate with Advisor Technology Solutions outside of normal hours to monitor system availability, reporting anomalies to alert programmers to potential outages. Spearhead transition team for 3 new advisors servicing more than 200 clients with assets greater than 50 million while supporting highest producing advisor in the office. Raub Capital Management Dallas, TX

Sales Assistant 7/08 to 11/11

Provide timely information for client reviews utilizing Excel spreadsheets, product websites, and historical data. Interface with clients concerning calculation and completion of RMDs. Support administrative personnel on transaction requests to broker/dealer. Function in remote location without interruption. Utilize Smart Station, Omega Reports, Junxure and Smart Office.

BeerWells Real Estate Services, Inc. Dallas, TX

Lease Administrator 11/04 to 7/08

Property Manager 4/03 to 11/04

Assistant Property Manager 12/01 to 4/03

Educat ion

Rice University BA Degree, Managerial Studies/Sociology Houston, TX References are available upon request.

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