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Customer Service Sales

New York, New York, United States
January 02, 2018

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Alicia Thatch

**** **** **** ****** *** *A, Brooklyn, NY 11224 (C) 917-***-****


-Remarkable knowledge of the concepts and procedures related to customer service

-Exceptional ability to interact and communicate effectively with individuals and groups

-Ability to maintain confidentiality, relative to sensitive information

-Great organizational and time management skills

-Knowledge of Microsoft Word, Excel, MS Office, PowerPoint

-Typing 65 WPM

Work Experience:

Church Pension Group

Client Representative (7/2017-Present)

-Provide information and assistance to member churches and their organizations, as well as policy holders.

-Provide a full range of customer service for a variety of complex situations, and determines the necessary course of action for each.

-Prepare condolence packages for eligible beneficiaries of participants.

-Resolve customer questions, complaints and requests.

-Assist with cross training of new employees.

-Adhere to policies and procedures, ensuring the delivery of benefits to eligible participants.

-Comply with HIPPA regulations in regards to the release of the information.

--Assist with coverage of Switchboard.

ADT Security Systems

Customer Service Professional (2/2014 to 5/2017)

-Assist Sales Representative with work orders for new and existing customers.

-Set up installation and sales appointments for security systems

-Provided salesmen with discount information and promotional offers for their customers

Integrity Staffing Solutions

Human Resources Coordinator (06/2013-10/2013)

-Greeted applicants with professionalism and enthusiasm

-Assisted applicants with job placement and start dates

-Communicated with applicants all pertinent information regarding the assignment, policies, expectations and requirements of the client

-Ensured that all processes were completed within the interview, including administering oral drug tests, collection of information, such as ID, proof of education, completion of I9 to verify work authorization


Certified Service Professional (3/2012-5/2013)

-Provided customers with assistance regarding billing and technical inquiries

-Promoted incentives and discounts for devices and data plan services

-Assisted customers in resolving device issues in a timely manner

-Adhered to standards and procedures required in order to maintain excellent customer service

Merrill Lynch/Bank of America

Senior Stock Loan Specialist (1/2005-2/2010)

-Performed as first point of contact for Domestic & International dividend Interest and some mandatory corporate actions

-Computed total holdings, including fees prior to dividend or corporate action payment allocations to clients

-Maintained reconciliation of Stock Loan ledger accounts daily

-Prepared daily and weekly reports summarizing delivery and payment transactions to external /international clients for the purpose of minimizing the firm’s financial exposure

-Assisted and participated in the completion of projects required by management

National Financial Services, LLC/ Fidelity Investments

Broker Dealer Administrator (2/01-5/04)

-Contacted Contra Brokers concerning loan termination broker to broker buy ins for the purpose of eliminating financial exposure and stock loan deficits

-Executed market action on all fifth day buy-ins for the intentions of creating a profit for the business.

-Maintained all bookkeeping and reconciliation of stock loan buy in accounts daily

-Controlled and reserved all essential documents necessary in order to complete annual audits performed by the New York Stock Exchange Commission

The Bank of New York

Accounts Payable Clerk (9/00-2/01)

-Delivered Stock to various broker dealers via DTCC

-Verified accounts by reconciling statements and transactions

-Resolved account discrepancies by investigating documentation

Chase Manhattan Bank

Bank Teller (6/98-2/00)

-Accurately process a variety of transactions and balancing work daily

-Identified and referred sales opportunities by uncovering financial needs and presenting all options to customers


Long Island University Brooklyn Campus


Major: Political Science

Completed credits: 100

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