Customer Service Field

LISA PETRUOLO

*** ***** ****** *** **********, NC 27571 919-***-**** *********@*****.***

SUMMARY

Highly organized, solutions oriented financial administrative professional experienced in accounting, sales, service and client

relations. Extensive experience supporting areas such as accounting, sales and human resources. Exceptional client service focused

team player with strong communication, critical thinking, decision-making and time management skills.

COMPUTER

MS Word, Excel, Outlook, Power Point, Key2Act (Wennsoft), MS Dynamics, RedTail and QuickBooks

EXPERIENCE

Wealth Management Assistant – HPG Wealthcare Advisors, LLC – Raleigh, NC

June 2017 – current

Appointment setting and scheduling for clients and prospects to meet with financial advisor and CPA Partner.

Process deposits and financial transactions.

Build one-to-one relationships with clients.

Data management of prospects and client records.

Report preparation for appointments.

Organize and maintain financial advisors schedule.

Problem solving skills to answer client questions about their accounts.

Service Accountant – Piedmont Service Group – Raleigh, NC

October 2013 – June 2017

Daily processing of timesheets for 32 field service technicians.

Accurately process service and contract maintenance invoices totaling $11,000,000+ annually.

Compile financial reports.

Identify and resolve client issues in a timely manner.

A/P Invoices

Purchase Orders – Data Entry and processing

Customer Service Clerk – Harris Teeter – Wake Forest, NC

January 2011 – December 2013

Floor monitor for front end cashier and baggers.

Maintained security and control of funds in registers.

Excellent customer service while using problem solving skills when assisting customers with questions or complaints.

Branch Office Administrator – Edward Jones Investments – Clayton, NC

March 2006 – October 2013

Appointment setting and scheduling for clients and prospects to meet with financial advisor.

Process deposits and financial transactions.

Build one-to-one relationships with clients.

Data management of prospects and client records.

Plan and prepare marketing materials.

Prepare direct mail campaign material and plan financial seminars.

Report preparation for appointments.

Organize and maintain financial advisors schedule.

Problem solving skills to answer client questions about their accounts.

EDUCATION

Garner Senior High School – Garner, NC

East Carolina University – Greenville, NC

State of North Carolina – Notary Public

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