Customer Service Representative

SYLVIE M. DELMASTRO

Manchester, NH *****

HYPERLINK "mailto:***************@*****.***" ***************@*****.*** 601-***-****

CUSTOMER SERVICE SPECIALIST

Increase Product Understanding and Satisfaction through Education

Dependable and trustworthy professional who goes the extra mile to teach clients about benefits and services. Approachable and responsive, known as a problem solver to both external and internal stakeholders. Organized and detail-oriented approach to service. Work well independently or as part of a team, motivating members to succeed.

Skilled in:

Financial Services Customer Support Employee Training Microsoft Office

PROFESSIONAL EXPERIENCE

ADP RETIREMENT SERVICES, Salem NH 2000 – 2017

Participant Call Center Representative

Educated participants on employers’ retirement plans. Assisted in processing retirement-related investment transactions. Communicated plan updates and changes. Completed fulfillment requests when needed. Licensed For investments with 6 and 63.

Answered incoming calls regarding employer retirement plan, making callouts for resolution as needed.

Researched issues for clients, resolving challenges and following through with additional tasks to close cases.

Assisted with website administration, answering questions about fund transfers, account changes, contributions, withdrawals, rollovers, benefits, and investment options.

Trained new representatives, increasing comfort level and confidence in performing call center tasks.

Motivated employees at team building events, creating workplace where employees felt like family.

ADDITIONAL EXPERIENCE

PRIMERICA FINANCIAL SERVICES, Manchester, NH

Financial Analyst

Held various responsibilities as Personal Financial Analyst and Certified Field Trainer including complete evaluation of clients’ portfolios and needs analysis, implementation of successful financial plan, continued customer service, and training of new representatives.

Aided clients in financial needs analysis, mutual funds, investment options, debt control, and debt elimination.

Licensed in areas of Mutual Fund investments series 6 and 63 as well as life, health, and variable annuities.

AREA SOLUTIONS REALTY, Manchester, NH

Realtor

CARLSON NORWOOD GMAC REAL ESTATE, Manchester, NH

Realtor

ADDITIONAL TRAINING

Tom Hopkins: Advance Sales Training

Anthony Robins: Self Improvement

Bill Bachrach: Valued Based Selling

Member of the Board of Realtors, 1999 – 2002

VOLUNTEER WORK

United Way

Salvation Army

Easter Seals Jerry Lewis Telethon

Habitat for Humanity

Food Kitchen

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