Customer Service Microsoft Office

TERESA CLONINGER

**** ****** *****, **** ** ***** 704-***-**** *****************@*****.***

https://www.linkedin.com/in/teresa-cloninger-9aba6bb1

I offer my extensive experience as an administrative manager and client relations coordinator.

EXPERIENCE

Vanguard (Randstad contract ended early) August 7 – Oct 6. 2017

Retail Client Specialist Team

Provided excellent customer service to incoming client calls with mutual fund purchase and redemption requests and remitted funds, sent forms, helped with online account issues and conferenced calls to proper Specialist for complex matters. Helped with account maintenance, form completion and eSig process.

Utilized multiple systems (Lotus Notes, Wave, Infowave, Aspect, Excel, Softphone) while performing in a busy call center and meeting personal and team matrixes.

LPL Financial (Aerotek contract ended) December 2016 – June 2017

Money Desk Specialist Team

Provided exemplary customer service to Advisors and their staff with all move money tool requests: Checks, ACH, Wires and Journals. Helped with form completion and eSig process. Researched and escalated requests as necessary with proper follow-through. Answered inquiries about remote/branch deposits, money desk receipts and disbursements, IRA contributions and distributions.

Utilized multiple systems (Beta, Siebel, Documentum, Nfocus, Lync, Branchnet, Resource Center, Iknow) while performing in a high call volume to excel in meeting our team goals.

Client Service Specialist

Call center with high call volume, answered multi-faceted client questions, researched issues, processed money requests, helped clients with on-line account issues, assisted tax line, mailed forms and statements, reviewed and submitted new applications and forms, scanned documents and followed through completion while meeting department goals and call center statistics.

Duke Energy Training Facility (Randstad contract ended early) August 2016 – September 2016

Proctor

Greeted, registered and assisted new and returning Duke Employees with computer logins, monitored training classes, proctored exams, recorded and verified scores.

Provided guidance and encouragement as they worked through their exams and computer based training.

Citibank-Consumer Banking (Mindlance contract ended) November 2015 – May 2016

Customer Outreach Analyst

Customer outreach for Know Your Customer (KYC) and anti-money laundering information (AML) process.

Call center with heavy phone volume, made outgoing calls and sent e-mail and letter correspondence to collect KYC information and address concerns in a customer-centric manner. Monitored progress on SharePoint.

Used various research systems (Lexis Nexus, Google, LinkedIn, and State websites) to obtain information.

Formulated and analyzed results to assist in resolution of accounts while achieving performance targets and core competencies.

Virtual Assistant with Outsource (not viable financially) January 2015 – October 2015

Administrative Support

Provided home-based administrative support for short-term temporary assignments.

Completed additional training on Microsoft Office. Typing 65 wpm, data entry 6500.

TERESA CLONINGER

3131 Balkan Drive, York SC 29745 704-***-**** *****************@*****.***

UBS Financial Service April 2000 – January 2015

Registered Sales Administrative Assistant

Financial Advisor License with FINRA from 2001 through Jan 2017

As an Administrative Manager, I worked with four Vice President-Financial Advisors, acquiring and maintaining approximately 2500 accounts and increasing total assets to 250 million while meeting annual production goals of 1.3 million.

Managed all aspects for these Wealth Management producers with accommodation to each advisors’ unique investment philosophy and their different client bases. I handled all incoming and outgoing correspondence, was front-line to take incoming calls and resolve most client concerns as well as schedule appointments and reserve conference rooms, place orders, enroll in on-line services, open new accounts, create spreadsheets, keeping both physical records and contact management records for all clients, and processed expense reports.

Applied extensive knowledge of financial products and service features while working with a large retirement client base including RMD processing and estate management and creating accounts for the next generation.

Prioritized and multi-tasked on a daily basis as the front-line for four Advisors and their clients using multiple complex financial and client management computer programs as well as Microsoft Office.

Input data for advanced financial plans, managed and implemented all service workflow dealing with market, compliance and procedural time constraints.

Prepared and distributed marketing material, invitations via US post, email and annually hand addressed, hand signed and stamped Christmas cards for about 600 clients. Organized several client events with approved Presenters for each Advisor annually using different venues and meeting budgets: Cocktail parties, catered luncheons, sit-down dinner parties and bringing in lunch for individual client appointments as needed. As two Advisors retired left to search for different employment nearer my home.

Queens University, Charlotte NC 1991-1998

Joined Queens as Admissions Secretary and transferred credits from CPCC to complete my degree in the New College evening program. Promoted to Administrative Assistant and handled all database input, generated letters, created and distributed marketing material and organized Open Houses each semester. Also created and maintained a work flow procedure as I supervised other staff and interns. Started McColl School of Business where I kept track of faculty schedules, organized events for Entrepreneurial Circle and Blumenthal retreat. Ordered supplies, made travel arrangements, graded and proctored exams. After graduation promoted to Associate MBA Admissions Coordinator where I handled administrative work flow, scheduled appointments and met with prospective MBA students. Left to pursue Graduate MLA Degree at Winthrop.

Registered Sales Assistant for Rick DeSoto, Financial Advisor 1982-1991

Began at E.F.Hutton with ten advisors, moved to PaineWebber and passed FINRA exams in 1996 and was a Registered Sales Assistant and was instrumental in him becoming a lead producer with over 5,000 clients. Trained and supervised additional staff. Left to continue my college education at CPCC and worked temporary administrative assignments with various organizations: insurance, real estate property management, American Century and Coca Cola Bottling.

EDUCATION

Winthrop University: Master of Liberal Arts; 12 graduate courses - Accounting I & II, Marketing, Management

National Association of Securities Dealers – Series 7 and 66, Jan 2001

Financial Advisor License with FINRA 2000- Jan 2017; FINRA License from 1988-1991

Queens University - BA English with a minor in Psychology, summa cum laude

SC Notary Pubic 2/5/10-2/5/20

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